Small
Schulz Wealth, LTD.
GJAN
$6,571,703
73.41%
145,960
—
+42,074
+40.5%
Shares
2026-08-26
Mega
CITADEL ADVISORS LLC
GJAN
1
$2,380,238
26.59%
52,866
—
New
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Small
REAP Financial Group, LLC
GJAN
$29,946,522
334.53%
774,813
—
Sold Out
Shares
2025-02-27
Small
Bison Wealth, LLC
GJAN
$28,406,435
317.32%
734,966
—
Sold Out
Shares
2025-02-25
Mega
RAYMOND JAMES FINANCIAL INC
GJAN
1
$9,374,209
104.72%
242,541
—
Sold Out
Shares
2025-02-13
This filing is a combination report: the position is filed across the managers below.
Large
Cetera Investment Advisers
GJAN
$6,490,726
72.51%
167,936
—
Sold Out
Shares
2025-02-14
Mega
ENVESTNET ASSET MANAGEMENT INC
GJAN
$4,636,144
51.79%
119,952
—
Sold Out
Shares
2025-02-13
Large
COMMONWEALTH EQUITY SERVICES, LLC
GJAN
$4,165,465
46.53%
107,774
—
Sold Out
Shares
2025-02-10
Large
OSAIC HOLDINGS, INC.
GJAN
5
$3,513,476
39.25%
90,905
—
Sold Out
Shares
2025-02-07
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
68,060
$2,630,519
74.9%
Defined
OSAIC INSTITUTIONS, INC.
823
$31,808
0.9%
Defined
Osaic Advisory Services, LLC
20,313
$785,097
22.3%
Defined
OSAIC FA, INC.
1,338
$51,713
1.5%
Defined
OSAIC FS, INC.
371
$14,339
0.4%
Defined
Mega
LPL Financial LLC
GJAN
$2,680,068
29.94%
69,342
—
Sold Out
Shares
2025-02-11
Small
LM Advisors LLC
GJAN
$2,441,327
27.27%
63,165
—
Sold Out
Shares
2025-02-26
Large
Kestra Advisory Services, LLC
GJAN
$1,959,400
21.89%
50,696
—
Sold Out
Shares
2025-02-10
Large
AE Wealth Management LLC
GJAN
$1,852,494
20.69%
47,930
—
Sold Out
Shares
2025-02-13
Large
Cambridge Investment Research Advisors, Inc.
GJAN
$1,727,848
19.30%
44,705
—
Sold Out
Shares
2025-02-14
Micro
LifeWealth Investments, LLC
GJAN
$1,620,246
18.10%
41,921
—
Sold Out
Shares
2025-02-26
Micro
CORRADO ADVISORS, LLC
GJAN
$1,519,795
16.98%
39,322
—
Sold Out
Shares
2025-02-05
Large
Mariner, LLC
GJAN
2
$1,143,730
12.78%
29,592
—
Sold Out
Shares
2025-02-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Mariner Platform Solutions, LLC
11,512
$444,938
38.9%
Other
Held directly
18,080
$698,792
61.1%
Sole
Large
MML INVESTORS SERVICES, LLC
GJAN
$1,080,692
12.07%
27,961
—
Sold Out
Shares
2025-02-13
Large
Steward Partners Investment Advisory, LLC
GJAN
$1,023,258
11.43%
26,475
—
Sold Out
Shares
2025-02-06
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
GJAN
2
$915,193
10.22%
23,679
—
Sold Out
Shares
2025-02-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
SUSQUEHANNA SECURITIES, LLC
8,268
$319,558
34.9%
Other
G1 EXECUTION SERVICES, LLC
15,411
$595,635
65.1%
Other
Small
Noble Wealth Management PBC
GJAN
$696,743
7.78%
18,027
—
Sold Out
Shares
2025-02-05
Mid
OLD MISSION CAPITAL LLC
GJAN
$536,925
6.00%
13,892
—
Sold Out
Shares
2025-02-12
Mid
CreativeOne Wealth, LLC
GJAN
2
$513,929
5.74%
13,297
—
Sold Out
Shares
2025-02-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Geowealth Management LLC
137
$5,295
1.0%
Other
Held directly
13,160
$508,634
99.0%
Sole
Mid
Modern Wealth Management, LLC
GJAN
$494,140
5.52%
12,785
—
Sold Out
Shares
2025-02-11
Small
FOUNDERS FINANCIAL SECURITIES LLC
Broker-Dealer
GJAN
1
$486,642
5.44%
12,591
—
Sold Out
Shares
2025-02-10
This filing is a combination report: the position is filed across the managers below.
Mid
Capital Analysts, LLC
GJAN
$472,109
5.27%
12,215
—
Sold Out
Shares
2025-02-14
Mid
HARBOUR INVESTMENTS, INC.
GJAN
$369,262
4.12%
9,554
—
Sold Out
Shares
2025-02-10
Large
NewEdge Advisors, LLC
GJAN
$347,850
3.89%
9,000
—
Sold Out
Shares
2025-02-13
Small
Keystone Wealth Services, LLC
GJAN
$336,061
3.75%
8,695
—
Sold Out
Shares
2025-02-06
Mid
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
GJAN
$318,669
3.56%
8,245
—
Sold Out
Shares
2025-02-11
Small
FSB PREMIER WEALTH MANAGEMENT, INC.
GJAN
$313,644
3.50%
8,115
—
Sold Out
Shares
2025-02-12
Small
BCGM Wealth Management, LLC
GJAN
$313,065
3.50%
8,100
—
Sold Out
Shares
2025-02-04
Mega
AMERIPRISE FINANCIAL INC
GJAN
1
$305,064
3.41%
7,893
—
Sold Out
Shares
2025-02-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Ameriprise Financial Services, LLC
7,893
$305,064
100.0%
Defined
Large
HRT FINANCIAL LP
GJAN
$297,373
3.32%
7,694
—
Sold Out
Shares
2025-02-14
Small
Triumph Capital Management
GJAN
$292,851
3.27%
7,577
—
Sold Out
Shares
2025-02-14
Small
Talon Private Wealth, LLC
GJAN
$292,851
3.27%
7,577
—
Sold Out
Shares
2025-02-14
Micro
Sequent Planning LLC
GJAN
$286,589
3.20%
7,415
—
Sold Out
Shares
2025-02-11
Large
CWM, LLC
GJAN
$261,931
2.93%
6,777
—
Sold Out
Shares
2025-02-04
Mega
GOLDMAN SACHS GROUP INC
GJAN
1
$260,230
2.91%
6,733
—
Sold Out
Shares
2025-02-11
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
GOLDMAN SACHS & CO. LLC
6,733
$260,230
100.0%
Defined
Mid
CoreCap Advisors, LLC
GJAN
$259,805
2.90%
6,722
—
Sold Out
Shares
2025-02-14
Mid
Advisory Services Network, LLC
GJAN
$259,264
2.90%
6,708
—
Sold Out
Shares
2025-02-13
Large
MAI Capital Management
GJAN
$245,195
2.74%
6,344
—
Sold Out
Shares
2025-02-14
Mid
OneDigital Investment Advisors LLC
GJAN
$233,484
2.61%
6,041
—
Sold Out
Shares
2025-02-13
Micro
Grantvest Financial Group LLC
GJAN
$216,401
2.42%
5,599
—
Sold Out
Shares
2025-02-11
Mid
Orion Portfolio Solutions, LLC
GJAN
$208,555
2.33%
5,396
—
Sold Out
Shares
2025-02-12
Mega
BARCLAYS PLC
GJAN
1
$194,796
2.18%
5,040
—
Sold Out
Shares
2025-02-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
BARCLAYS CAPITAL INC.
5,040
$194,796
100.0%
Sole
Small
Integrity Financial Corp /WA
GJAN
$163,721
1.83%
4,236
—
Sold Out
Shares
2025-02-13
Mega
MORGAN STANLEY
GJAN
1
$118,307
1.32%
3,061
—
Sold Out
Shares
2025-02-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
3,061
$118,307
100.0%
Defined
Small
Sunbelt Securities, Inc.
Broker-Dealer
GJAN
$82,826
0.93%
2,143
—
Sold Out
Shares
2025-02-18
Small
CREATIVE FINANCIAL DESIGNS INC /ADV
GJAN
$63,927
0.71%
1,654
—
Sold Out
Shares
2025-02-10
Small
PRIVATE TRUST CO NA
Bank
GJAN
$49,317
0.55%
1,276
—
Sold Out
Shares
2025-02-05
Mid
Ameritas Investment Partners, Inc.
GJAN
$31,886
0.36%
825
—
Sold Out
Shares
2025-02-13
Micro
Financial Network Wealth Advisors LLC
GJAN
$31,074
0.35%
804
—
Sold Out
Shares
2025-02-14
Small
EPG Wealth Management LLC
GJAN
1
$30,920
0.35%
800
—
Sold Out
Shares
2025-02-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ARK Advisory
800
$30,920
100.0%
Sole
Mid
IFP Advisors, Inc
GJAN
$15,614
0.17%
404
—
Sold Out
Shares
2025-02-04
Large
ASSETMARK, INC
GJAN
$2,782
0.03%
72
—
Sold Out
Shares
2025-02-06
Mega
FMR LLC
GJAN
1
$1,082
0.01%
28
—
Sold Out
Shares
2025-02-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
STRATEGIC ADVISERS LLC
28
$1,082
100.0%
Defined
—
PROEQUITIES, INC.
GJAN
$0
0.00%
0
—
Sold Out
Shares
2025-02-13
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