← All institutions

Institutional Holdings

NXDR

Ownership Summary

Institutions Holding
234
Total Shares Held
149,768,521
Total Value Held
$312,510,953
Quarter
2026-06-30

Active Positions

Increased Positions
74
86,385,573 shares
Decreased Positions
54
31,329,784 shares
Held Positions
32
5,083,803 shares
New Positions
42
26,969,361 shares
Sold Out Positions
32
2,754,522 shares
Institution Shares Value Change % of Portfolio Reported
BlackRock, Inc. 21,497,198 $48,798,640 ▲ +1,174,094 0.00% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 10,168,061 $23,081,498 New position 0.00% 2026-06-30
STATE STREET CORP 6,038,676 $13,707,795 ▲ +372,869 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 5,982,766 $13,583,552 ▲ +577,640 0.00% 2026-06-30
MACKENZIE FINANCIAL CORP 5,947,673 $13,501,218 New position 0.01% 2026-06-30
Bond Capital Management, LP 5,458,871 $12,391,637 ▼ -2,896,734 4.06% 2026-06-30
WESTERLY CAPITAL MANAGEMENT, LLC 4,850,000 $11,009,500 ▼ -650,000 2.03% 2026-06-30
MILLENNIUM MANAGEMENT LLC 4,431,031 $10,058,440 ▲ +614,093 0.00% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 3,874,891 $8,796,003 New position 0.00% 2026-06-30
Quinn Opportunity Partners LLC 3,689,476 $8,375,111 ▲ +298,522 0.39% 2026-06-30
ALGERT GLOBAL LLC 3,599,009 $8,169,750 ▲ +538,403 0.10% 2026-06-30
Qube Research & Technologies Ltd 3,313,749 $7,522,210 ▲ +10,712 0.01% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 3,027,184 $6,871,708 ▲ +289,486 0.00% 2026-06-30
JACOBS LEVY EQUITY MANAGEMENT, INC 2,911,537 $6,609,189 ▼ -234,326 0.02% 2026-06-30
AWM Investment Company, Inc. 2,655,204 $6,027,313 ▲ +501,366 0.52% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,631,065 $5,972,518 ▼ -76,680 0.00% 2026-06-30
CITADEL ADVISORS LLC 2,396,335 $5,439,681 ▼ -356,987 0.00% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 2,258,411 $5,126,757 ▲ +839,372 0.00% 2026-06-30
D. E. Shaw & Co., Inc. 2,229,851 $5,061,762 ▼ -740,424 0.00% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 2,220,000 $5,039,400 ▼ -892,000 0.01% 2026-06-30
NORTHERN TRUST CORP 2,038,587 $4,627,592 ▲ +242,704 0.00% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,970,218 $4,472,395 ▲ +110,011 0.00% 2026-06-30
FMR LLC 1,903,888 $4,321,826 ▲ +1,528,362 0.00% 2026-06-30
GOLDMAN SACHS GROUP INC 1,568,753 $3,561,069 ▲ +69,425 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 1,559,869 $3,540,903 New position 0.00% 2026-06-30
ADAGE CAPITAL PARTNERS GP, L.L.C. 1,500,000 $3,405,000 Unchanged 0.00% 2026-06-30
SEI INVESTMENTS CO 1,277,782 $2,900,565 Unchanged 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 1,161,902 $2,637,518 New position 0.00% 2026-06-30
UBS Group AG 1,130,423 $2,566,061 ▲ +23,078 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 1,053,738 $2,391,985 ▼ -80,637 0.00% 2026-06-30
MORGAN STANLEY 1,049,772 $2,382,982 ▲ +626,317 0.00% 2026-06-30
FRANKLIN RESOURCES INC 1,010,280 $2,293,336 ▲ +490,898 0.00% 2026-06-30
Potrero Capital Research LLC 897,718 $2,037,820 ▼ -1,044,899 1.13% 2026-06-30
JANE STREET GROUP, LLC 892,136 $2,025,149 ▼ -196,801 0.00% 2026-06-30
ALLIANCEBERNSTEIN L.P. 1,401,150 $1,961,610 ▼ -58,860 0.00% 2026-06-30
Squarepoint Ops LLC 789,512 $1,792,192 ▲ +268,007 0.00% 2026-06-30
Allspring Global Investments Holdings, LLC 707,982 $1,607,119 New position 0.00% 2026-06-30
Beacon Pointe Advisors, LLC 683,797 $1,552,220 Unchanged 0.01% 2026-06-30
Russell Investments Group, Ltd. 655,606 $1,491,205 ▲ +506,221 0.00% 2026-06-30
STATE OF WISCONSIN INVESTMENT BOARD 641,763 $1,456,802 ▼ -2,058 0.00% 2026-06-30
Bank of New York Mellon Corp 613,418 $1,392,459 ▲ +70,727 0.00% 2026-06-30
TOCQUEVILLE ASSET MANAGEMENT L.P. 575,000 $1,305,250 New position 0.02% 2026-06-30
Invesco Ltd. 518,810 $1,177,698 New position 0.00% 2026-06-30
Nuveen, LLC 483,168 $1,096,791 ▲ +33,268 0.00% 2026-06-30
GLOBEFLEX CAPITAL L P 481,684 $1,093,423 ▲ +387,108 0.14% 2026-06-30
Walleye Capital LLC 473,082 $1,073,896 New position 0.00% 2026-06-30
Swiss National Bank 469,800 $1,066,446 ▲ +44,900 0.00% 2026-06-30
Abu Dhabi Investment Council Co P.J.S.C 456,711 $1,036,734 Unchanged 0.15% 2026-06-30
BANK OF AMERICA CORP /DE/ 448,797 $1,018,769 ▲ +96,930 0.00% 2026-06-30
NANO CAP NEW MILLENNIUM GROWTH FUND L P 419,700 $952,719 ▼ -10,300 0.73% 2026-06-30
GROUP ONE TRADING LLC 405,324 $920,085 ▲ +14,824 0.00% 2026-06-30
IEQ CAPITAL, LLC 397,860 $903,142 ▲ +11,672 0.00% 2026-06-30
CANADA PENSION PLAN INVESTMENT BOARD 341,700 $775,659 ▼ -30,800 0.00% 2026-06-30
Susquehanna Portfolio Strategies, LLC 316,316 $718,037 New position 0.01% 2026-06-30
MARSHALL WACE, LLP 293,603 $666,480 New position 0.00% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 289,850 $657,960 ▲ +100,039 0.00% 2026-06-30
XTX Topco Ltd 286,293 $649,885 ▼ -368,449 0.01% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 273,454 $620,741 Unchanged 0.00% 2026-06-30
AMERICAN CENTURY COMPANIES INC 270,801 $614,718 ▲ +70,023 0.00% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 257,494 $584,510 ▼ -23,253 0.00% 2026-06-30
Oasis Management Co Ltd. 250,000 $567,500 Unchanged 0.03% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 246,808 $560,254 ▲ +159,037 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 243,180 $552,019 ▼ -457,820 0.00% 2026-06-30
RHUMBLINE ADVISERS 241,488 $548,169 ▲ +50,079 0.00% 2026-06-30
HSBC HOLDINGS PLC 223,231 $505,618 ▲ +56,621 0.00% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 204,580 $464,397 ▲ +26,735 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 199,508 $452,882 ▲ +112,441 0.00% 2026-06-30
JPMORGAN CHASE & CO 183,720 $418,882 ▲ +86,908 0.00% 2026-06-30
Legal & General Group Plc 173,942 $394,848 ▲ +10,504 0.00% 2026-06-30
VANGUARD ASSET MANAGEMENT, Ltd 162,331 $368,491 New position 0.00% 2026-06-30
MetLife Investment Management, LLC 153,376 $348,164 ▲ +45,385 0.00% 2026-06-30
Mariner, LLC 151,900 $344,814 ▲ +39,506 0.00% 2026-06-30
THOMPSON DAVIS & CO., INC. 151,643 $344,776 ▲ +103,200 0.21% 2026-06-30
BOOTHBAY FUND MANAGEMENT, LLC 148,060 $336,096 New position 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 156,408 $335,561 ▲ +12,282 0.00% 2026-06-30
Centiva Capital, LP 147,025 $333,747 ▲ +92,717 0.00% 2026-06-30
VIRGINIA RETIREMENT SYSTEMS ET Al 145,700 $330,739 New position 0.00% 2026-06-30
Point72 Asset Management, L.P. 142,440 $323,339 ▼ -193,439 0.00% 2026-06-30
Voleon Capital Management LP 141,823 $321,938 New position 0.01% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 133,981 $304,137 Unchanged 0.00% 2026-06-30
Creative Planning 133,551 $303,161 ▼ -38,431 0.00% 2026-06-30
Cerity Partners LLC 119,891 $272,153 ▼ -50,441 0.00% 2026-06-30
CITIGROUP INC 116,767 $265,061 ▲ +98,611 0.00% 2026-06-30
Pinegrove Venture Partners, LLC 114,178 $259,184 Unchanged 3.50% 2026-06-30
Cornerstone Investment Partners, LLC 112,990 $256,487 ▼ -5,334 0.01% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 108,971 $247,364 ▲ +41,328 0.00% 2026-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 88,456 $200,795 New position 0.00% 2026-06-30
Vanguard Global Advisers, LLC 85,984 $195,184 New position 0.00% 2026-06-30
Jupiter Topco LLC 75,170 $170,260 New position 0.00% 2026-06-30
Universal- Beteiligungs- und Servicegesellschaft mbH 73,556 $166,972 Unchanged 0.00% 2026-06-30
INTECH INVESTMENT MANAGEMENT LLC 69,827 $158,507 ▲ +14,119 0.00% 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 66,432 $150,801 ▲ +4,645 0.00% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 66,376 $150,674 New position 0.00% 2026-06-30
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 64,696 $146,860 New position 0.00% 2026-06-30
ARIZONA STATE RETIREMENT SYSTEM 64,602 $146,647 ▲ +4,169 0.00% 2026-06-30
IMC-Chicago, LLC 63,181 $143,421 ▼ -47,839 0.00% 2026-06-30
Pathstone Holdings, LLC 63,133 $143,312 ▼ -1,000 0.00% 2026-06-30
Vanguard Investments Australia, Ltd. 62,047 $140,847 New position 0.00% 2026-06-30
Police & Firemen's Retirement System of New Jersey 61,993 $140,724 Unchanged 0.00% 2026-06-30
Crewe Advisors LLC 60,000 $136,200 New position 0.01% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 58,761 $133,387 ▲ +22,500 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 54,377 $123,436 ▼ -14,143 0.00% 2026-06-30
Essential Partners LLC 53,866 $122,276 ▼ -17,437 0.06% 2026-06-30
Focus Partners Wealth 53,758 $122,031 ▼ -11,098 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 53,261 $120,902 ▲ +7,215 0.00% 2026-06-30
R Squared Ltd 52,595 $119,390 ▲ +23,270 0.06% 2026-06-30
Magnetar Financial LLC 46,733 $106,084 New position 0.00% 2026-06-30
BARCLAYS PLC 45,616 $103,548 ▼ -2,002 0.00% 2026-06-30
KLP KAPITALFORVALTNING AS 45,500 $103,285 Unchanged 0.00% 2026-06-30
VOYA INVESTMENT MANAGEMENT LLC 45,282 $102,790 ▲ +5,561 0.00% 2026-06-30
Abel Hall, LLC 43,892 $99,635 ▼ -8,445 0.02% 2026-06-30
Polymer Capital Management (US) LLC 42,598 $96,697 ▼ -155,705 0.01% 2026-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 41,700 $94,659 Unchanged 0.00% 2026-06-30
ROYAL BANK OF CANADA 41,706 $94,000 ▲ +23,508 0.00% 2026-06-30
TWO SIGMA SECURITIES, LLC 39,943 $90,671 New position 0.01% 2026-06-30
J. Goldman & Co LP 38,875 $88,246 New position 0.00% 2026-06-30
PRUDENTIAL FINANCIAL INC 37,825 $85,863 ▲ +4,860 0.00% 2026-06-30
Pallas Capital Advisors LLC 37,548 $85,234 ▼ -17,440 0.00% 2026-06-30
Corient Private Wealth LP 36,338 $82,487 ▼ -128,540 0.00% 2026-06-30
Arax Advisory Partners 35,319 $80,175 ▲ +34,144 0.00% 2026-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 34,491 $78,295 Unchanged 0.00% 2026-06-30
BAILARD, INC. 34,100 $77,407 New position 0.00% 2026-06-30
Cresset Asset Management, LLC 32,514 $73,807 ▼ -676 0.00% 2026-06-30
Vanguard Personalized Indexing Management, LLC 31,310 $71,074 ▼ -10,128 0.00% 2026-06-30
Fortis Capital Management LLC 31,161 $70,736 Unchanged 0.01% 2026-06-30
ProShare Advisors LLC 30,715 $69,723 ▼ -1,524 0.00% 2026-06-30
Quantbot Technologies LP 30,421 $69,056 ▼ -40,309 0.00% 2026-06-30
BRIGHTON JONES LLC 27,955 $63,458 ▲ +6,657 0.00% 2026-06-30
Merit Financial Group, LLC 27,409 $62,219 ▼ -5,201 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 26,894 $61,049 ▲ +22,295 0.01% 2026-06-30
OVERSEA-CHINESE BANKING Corp Ltd 26,307 $59,717 New position 0.00% 2026-06-30
VICTORY CAPITAL MANAGEMENT INC 26,057 $59,149 ▼ -1,144 0.00% 2026-06-30
Westside Investment Management, Inc. 25,500 $57,885 ▼ -1,000 0.01% 2026-06-30
XPONANCE LLC 22,528 $51,139 ▲ +2,857 0.00% 2026-06-30
State of Wyoming 21,440 $48,669 ▼ -32,555 0.00% 2026-06-30
Ameritas Investment Partners, Inc. 21,289 $48,326 ▲ +4,200 0.00% 2026-06-30
Savvy Advisors, Inc. 21,266 $48,274 Unchanged 0.00% 2026-06-30
SIMPLEX TRADING, LLC 20,700 $46,989 ▼ -27,100 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 20,276 $46,027 ▲ +15,622 0.00% 2026-06-30
Pictet Asset Management Holding SA 20,273 $46,020 Unchanged 0.00% 2026-06-30
OCCUDO QUANTITATIVE STRATEGIES LP 20,171 $45,788 New position 0.00% 2026-06-30
CAZ INVESTMENTS LP 20,000 $45,400 Unchanged 0.01% 2026-06-30
Quantinno Capital Management LP 19,923 $45,225 ▼ -10,814 0.00% 2026-06-30
Krilogy Financial LLC 17,463 $39,641 ▼ -5,909 0.00% 2026-06-30
Schonfeld Strategic Advisors LLC 17,368 $39,423 New position 0.00% 2026-06-30
Swiss Life Asset Management Ltd 17,220 $39,089 ▲ +2,957 0.00% 2026-06-30
NorthCrest Asset Manangement, LLC 16,073 $38,254 ▲ +5,804 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 16,598 $37,678 ▲ +3,438 0.00% 2026-06-30
Jain Global LLC 14,904 $33,832 New position 0.00% 2026-06-30
Focus Partners Advisor Solutions, LLC 14,069 $31,937 ▼ -11,852 0.00% 2026-06-30
CIBC Bancorp USA Inc. 12,951 $29,399 ▲ +1,751 0.00% 2026-06-30
Farther Finance Advisors, LLC 12,724 $28,886 ▲ +470 0.00% 2026-06-30
Geneos Wealth Management Inc. 12,400 $28,148 Unchanged 0.00% 2026-06-30
MACQUARIE GROUP LTD 11,651 $26,448 New position 0.00% 2026-06-30
KESTRA PRIVATE WEALTH SERVICES, LLC 11,000 $24,970 ▼ -27,000 0.00% 2026-06-30
MAI Capital Management 10,319 $23,425 ▲ +9,926 0.00% 2026-06-30
Allworth Financial LP 10,276 $23,327 ▲ +3,232 0.00% 2026-06-30
ARMSTRONG HENRY H ASSOCIATES INC 10,209 $23,175 Unchanged 0.00% 2026-06-30
Gimbal Financial 10,000 $22,700 New position 0.01% 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 9,770,788 $22,160 ▲ +2,664,240 0.03% 2026-06-30
EverSource Wealth Advisors, LLC 9,502 $21,569 ▼ -118 0.00% 2026-06-30
Integrated Wealth Concepts LLC 7,507 $17,041 ▼ -6,627 0.00% 2026-06-30
Federation des caisses Desjardins du Quebec 7,500 $17,025 Unchanged 0.00% 2026-06-30
PITTENGER & ANDERSON INC 5,090 $11,555 Unchanged 0.00% 2026-06-30
Larson Financial Group LLC 5,000 $11,350 New position 0.00% 2026-06-30
Sterling Capital Management LLC 4,728 $10,733 ▼ -2,600 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 3,175 $7,207 Unchanged 0.00% 2026-06-30
Marquette Asset Management, LLC 2,857 $6,486 ▲ +357 0.00% 2026-06-30
Fortitude Family Office, LLC 2,386 $5,416 ▲ +344 0.00% 2026-06-30
True Wealth Design, LLC 2,293 $5,206 ▼ -692 0.00% 2026-06-30
FEDERATED HERMES, INC. 2,281 $5,178 New position 0.00% 2026-06-30
Bogart Wealth, LLC 2,000 $4,540 Unchanged 0.00% 2026-06-30
IFP Advisors, Inc 1,637 $3,716 ▲ +572 0.00% 2026-06-30
RAFFA WEALTH MANAGEMENT, LLC 1,616 $3,668 New position 0.00% 2026-06-30
SIGNATUREFD, LLC 1,286 $2,919 ▲ +540 0.00% 2026-06-30
PICTON MAHONEY ASSET MANAGEMENT 1,075 $2,440 New position 0.00% 2026-06-30
Optiver Holding B.V. 905 $2,054 ▼ -912 0.00% 2026-06-30
HRT FINANCIAL LP 859,616 $1,951 ▼ -383,706 0.00% 2026-06-30
GSA CAPITAL PARTNERS LLP 713,620 $1,620 ▲ +253,000 0.10% 2026-06-30
MassMutual Private Wealth & Trust, FSB 534 $1,212 New position 0.00% 2026-06-30
Atlantic Union Bankshares Corp 500 $1,135 Unchanged 0.00% 2026-06-30
Rockefeller Capital Management L.P. 490 $1,112 ▼ -1,783 0.00% 2026-06-30
Wealth Enhancement Trust Services, Inc. 440 $999 New position 0.00% 2026-06-30
Smartleaf Asset Management LLC 406 $926 Unchanged 0.00% 2026-06-30
Bell Investment Advisors, Inc 358 $813 Unchanged 0.00% 2026-06-30
SBI Securities Co., Ltd. 302 $686 ▲ +202 0.00% 2026-06-30
Parallel Advisors, LLC 285 $647 ▼ -249 0.00% 2026-06-30
Clearstead Advisors, LLC 267 $607 New position 0.00% 2026-06-30
SJS Investment Consulting Inc. 263 $598 ▲ +182 0.00% 2026-06-30
Trust Co 227 $515 Unchanged 0.00% 2026-06-30
NewEdge Advisors, LLC 200 $454 Unchanged 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 192,640 $438 ▲ +40,911 0.00% 2026-06-30
Quarry LP 150 $341 New position 0.00% 2026-06-30
Versant Capital Management, Inc 144 $327 Unchanged 0.00% 2026-06-30
GAMMA Investing LLC 93 $211 New position 0.00% 2026-06-30
SG Americas Securities, LLC 29,269 $66 ▲ +2,864 0.00% 2026-06-30
JPL Wealth Management, LLC 21 $48 New position 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 1 $2 Unchanged 0.00% 2026-06-30
Smithfield Trust Co 750 $2 Unchanged 0.00% 2026-06-30
Avion Wealth 1,000 $2 Unchanged 0.00% 2026-06-30
FNY Investment Advisers, LLC 100 $0 ▼ -200 0.00% 2026-06-30
Covestor Ltd 127 $0 ▼ -315,637 0.00% 2026-06-30
Altshuler Shaham Ltd 0 $0 Sold out 2026-06-30
Laird Norton Wetherby Trust Company, LLC 0 $0 Sold out 2026-06-30
Creek Drive Management Group LLC 0 $0 Sold out 2026-06-30
Quadrature Capital Ltd 0 $0 Sold out 2026-06-30
OneDigital Investment Advisors LLC 0 $0 Sold out 2026-06-30
DRW Securities, LLC 0 $0 Sold out 2026-06-30
Engineers Gate Manager LP 0 $0 Sold out 2026-06-30
Brevan Howard Capital Management LP 0 $0 Sold out 2026-06-30
VIRTUS ADVISERS, LLC 0 $0 Sold out 2026-06-30
GatePass Capital, LLC 0 $0 Sold out 2026-06-30
Perigon Wealth Management, LLC 0 $0 Sold out 2026-06-30
GC Wealth Management RIA, LLC 0 $0 Sold out 2026-06-30
Virtu Financial LLC 0 $0 Sold out 2026-06-30
Granite Investment Partners, LLC 0 $0 Sold out 2026-06-30
CIBC Asset Management Inc 0 $0 Sold out 2026-06-30
Lido Advisors, LLC 0 $0 Sold out 2026-06-30
NINE MASTS CAPITAL Ltd 0 $0 Sold out 2026-06-30
Scientech Research LLC 0 $0 Sold out 2026-06-30
Hudson Bay Capital Management LP 0 $0 Sold out 2026-06-30
Cambridge Investment Research Advisors, Inc. 0 $0 Sold out 2026-06-30
MOR Wealth Management, LLC 0 $0 Sold out 2026-06-30
KLINGENSTEIN FIELDS & CO LP 0 $0 Sold out 2026-06-30
PRINCIPAL FINANCIAL GROUP INC 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
Pinnacle Wealth Planning Services, Inc. 0 $0 Sold out 2026-06-30
LRI Investments, LLC 0 $0 Sold out 2026-06-30
Vision Retirement, LLC 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
Bare Financial Services, Inc 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30
Dunhill Financial, LLC 0 $0 Sold out 2026-06-30