Small
Advus Financial Partners, LLC
APRW
$308,113
100.00%
8,296
—
-1,000
-10.8%
Shares
2026-08-25
Large
COMMONWEALTH EQUITY SERVICES, LLC
APRW
$30,891,254
10025.95%
873,251
—
Sold Out
Shares
2026-04-27
Mega
RAYMOND JAMES FINANCIAL INC
APRW
3
$14,628,340
4747.72%
413,522
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Large
OSAIC HOLDINGS, INC.
APRW
2
$12,160,403
3946.73%
343,757
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
329,619
$11,660,272
95.9%
Defined
Osaic Advisory Services, LLC
14,138
$500,131
4.1%
Defined
Mega
LPL Financial LLC
APRW
$10,591,133
3437.42%
299,396
—
Sold Out
Shares
2026-05-06
Large
Cetera Investment Advisers
APRW
$7,813,877
2536.04%
220,887
—
Sold Out
Shares
2026-05-13
Mid
Allianz SE
APRW
2
$5,243,600
1701.84%
148,229
—
Sold Out
Shares
2026-05-11
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Allianz Investment Management U.S. LLC
4,000
$141,500
2.7%
Defined
Allianz Investment Management LLC
144,229
$5,102,100
97.3%
Defined
Small
Advyzon Investment Management, LLC
APRW
2
$5,029,935
1632.50%
142,189
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Ausdal Financial Partners, Inc.
joint
140,902
$4,984,408
99.1%
Other
Held directly
1,287
$45,527
0.9%
Sole
Micro
GTS FINANCIAL, LLC
APRW
$4,971,142
1613.42%
140,527
—
Sold Out
Shares
2026-05-19
Mega
ENVESTNET ASSET MANAGEMENT INC
APRW
$4,864,734
1578.88%
137,519
—
Sold Out
Shares
2026-05-04
Mid
CENTAURUS FINANCIAL, INC.
APRW
$3,808,755
1236.16%
107,668
—
Sold Out
Shares
2026-05-18
Micro
Guardian Capital, LLC
APRW
$3,743,630
1215.02%
105,827
—
Sold Out
Shares
2026-05-11
Mid
World Investment Advisors
APRW
$3,109,674
1009.26%
87,906
—
Sold Out
Shares
2026-04-27
Large
Kestra Advisory Services, LLC
APRW
$3,015,471
978.69%
85,243
—
Sold Out
Shares
2026-04-30
Mid
Farther Finance Advisors, LLC
APRW
$2,841,567
922.25%
80,327
—
Sold Out
Shares
2026-04-07
Mid
Ausdal Financial Partners, Inc.
APRW
$1,796,908
583.20%
50,796
—
Sold Out
Shares
2026-05-12
Micro
Joseph P. Lucia & Associates, LLC
APRW
$1,716,819
557.20%
48,532
—
Sold Out
Shares
2026-05-15
Large
Cambridge Investment Research Advisors, Inc.
APRW
$1,580,944
513.11%
44,691
—
Sold Out
Shares
2026-04-30
Micro
Long Island Wealth Management, Inc.
APRW
$1,295,184
420.36%
36,613
—
Sold Out
Shares
2026-04-21
Micro
Compass Advisory Group LLC
APRW
$1,266,566
411.07%
35,804
—
Sold Out
Shares
2026-04-21
Micro
JIM SAULNIER & ASSOCIATES, LLC
APRW
$996,513
323.42%
28,170
—
Sold Out
Shares
2026-04-22
Small
Westshore Wealth, LLC
APRW
$884,375
287.03%
25,000
—
Sold Out
Shares
2026-05-27
Micro
Clear Point Advisors Inc.
APRW
$846,771
274.82%
23,937
—
Sold Out
Shares
2026-04-29
Mid
Focus Financial Network, Inc.
APRW
$845,038
274.26%
23,888
—
Sold Out
Shares
2026-04-14
Small
Fortis Capital Management LLC
APRW
$786,067
255.12%
22,221
—
Sold Out
Shares
2026-05-12
Small
Accurate Wealth Management, LLC
APRW
$707,712
229.69%
20,006
—
Sold Out
Shares
2026-04-23
Small
PFG Advisors
APRW
$700,177
227.25%
19,793
—
Sold Out
Shares
2026-05-05
Mid
DIVERSIFY WEALTH MANAGEMENT, LLC
APRW
$684,966
222.31%
19,363
—
Sold Out
Shares
2026-05-01
Large
MML INVESTORS SERVICES, LLC
APRW
$651,359
211.40%
18,413
—
Sold Out
Shares
2026-05-04
Mid
INDEPENDENT FINANCIAL GROUP, LLC
APRW
$630,771
204.72%
17,831
—
Sold Out
Shares
2026-05-15
Mid
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
APRW
$611,138
198.35%
17,276
—
Sold Out
Shares
2026-04-15
Mid
Spire Wealth Management
APRW
$580,751
188.49%
16,417
—
Sold Out
Shares
2026-04-22
Small
Patriot Financial Group Insurance Agency, LLC
Insurance
APRW
$560,269
181.84%
15,838
—
Sold Out
Shares
2026-04-22
Small
Cypress Wealth Services, LLC
APRW
$507,136
164.59%
14,336
—
Sold Out
Shares
2026-04-15
Mid
OLD MISSION CAPITAL LLC
APRW
$473,176
153.57%
13,376
—
Sold Out
Shares
2026-05-15
Micro
Stirlingshire Investments, Inc.
APRW
$415,337
134.80%
11,741
—
Sold Out
Shares
2026-05-04
Mid
Mutual Advisors, LLC
APRW
$377,486
122.52%
10,671
—
Sold Out
Shares
2026-05-04
Mid
Concurrent Investment Advisors, LLC
APRW
$363,159
117.87%
10,266
—
Sold Out
Shares
2026-04-21
Small
First Heartland Consultants, Inc.
APRW
$333,480
108.23%
9,427
—
Sold Out
Shares
2026-04-08
Mid
HARBOUR INVESTMENTS, INC.
APRW
$323,221
104.90%
9,137
—
Sold Out
Shares
2026-05-15
Small
Castle Rock Wealth Management, LLC
APRW
$317,490
103.04%
8,975
—
Sold Out
Shares
2026-04-08
Small
LeClair Wealth Partners LLC
APRW
$299,555
97.22%
8,468
—
Sold Out
Shares
2026-05-05
Micro
Blue Water Asset Management
APRW
$299,555
97.22%
8,468
—
Sold Out
Shares
2026-05-05
Micro
Grantvest Financial Group LLC
APRW
$293,011
95.10%
8,283
—
Sold Out
Shares
2026-05-11
Mid
Foundations Investment Advisors, LLC
Endowment
APRW
$247,554
80.35%
6,998
—
Sold Out
Shares
2026-05-11
Mega
ROYAL BANK OF CANADA
Bank
APRW
1
$246,386
79.97%
6,965
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
CITY NATIONAL ROCHDALE, LLC
6,965
$246,386
100.0%
Defined
Mid
IFP Advisors, Inc
APRW
$244,476
79.35%
6,911
—
Sold Out
Shares
2026-04-13
Small
Walser Wealth Management Company, A Ltd Liability Co
APRW
$236,764
76.84%
6,693
—
Sold Out
Shares
2026-04-28
Small
Forty-three Eighteen Advisors, LLC
APRW
$234,253
76.03%
6,622
—
Sold Out
Shares
2026-05-06
Small
CREATIVE FINANCIAL DESIGNS INC /ADV
APRW
$230,503
74.81%
6,516
—
Sold Out
Shares
2026-04-13
Small
Rothschild Wealth LLC
APRW
$223,746
72.62%
6,325
—
Sold Out
Shares
2026-05-06
Micro
Stonebridge Financial Group, LLC / MO
APRW
$222,862
72.33%
6,300
—
Sold Out
Shares
2026-04-17
Micro
DHJJ Financial Advisors, Ltd.
APRW
$192,015
62.32%
5,428
—
Sold Out
Shares
2026-04-09
Large
AE Wealth Management LLC
APRW
$173,797
56.41%
4,913
—
Sold Out
Shares
2026-05-13
Small
AdvisorNet Financial, Inc
APRW
$133,540
43.34%
3,775
—
Sold Out
Shares
2026-04-17
Small
Prestige Wealth Management Group LLC
APRW
$51,293
16.65%
1,450
—
Sold Out
Shares
2026-05-13
Micro
Financial Network Wealth Advisors LLC
APRW
$51,116
16.59%
1,445
—
Sold Out
Shares
2026-05-14
Small
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
APRW
$24,479
7.94%
692
—
Sold Out
Shares
2026-05-11
No holders match your search.