Small
Schulz Wealth, LTD.
GMAY
$2,137,065
83.07%
49,653
—
New
Shares
2026-08-26
Mega
CITADEL ADVISORS LLC
GMAY
1
$435,607
16.93%
10,121
—
New
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Mega
RAYMOND JAMES FINANCIAL INC
GMAY
2
$9,955,201
386.96%
242,455
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Large
Cetera Investment Advisers
GMAY
$9,099,183
353.69%
221,607
—
Sold Out
Shares
2026-05-13
Large
OSAIC HOLDINGS, INC.
GMAY
2
$9,082,512
353.04%
221,201
—
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.
130,959
$5,377,176
59.2%
Defined
Osaic Advisory Services, LLC
90,242
$3,705,336
40.8%
Defined
Mid
Americana Partners, LLC
GMAY
$8,569,345
333.09%
208,703
—
Sold Out
Shares
2026-05-12
Large
Kestra Advisory Services, LLC
GMAY
$8,257,166
320.96%
201,100
—
Sold Out
Shares
2026-04-30
Mega
LPL Financial LLC
GMAY
$7,587,641
294.93%
184,794
—
Sold Out
Shares
2026-05-06
Large
COMMONWEALTH EQUITY SERVICES, LLC
GMAY
$7,551,303
293.52%
183,909
—
Sold Out
Shares
2026-04-27
Small
MILESTONE ASSET MANAGEMENT, LLC
GMAY
$5,920,030
230.11%
144,180
—
Sold Out
Shares
2026-04-15
Micro
Wood Tarver Financial Group, LLC
GMAY
$5,521,913
214.64%
134,484
—
Sold Out
Shares
2026-05-12
Large
Cambridge Investment Research Advisors, Inc.
GMAY
$2,555,286
99.32%
62,233
—
Sold Out
Shares
2026-04-30
Micro
TopTier Wealth Management, LLC
GMAY
$2,451,692
95.30%
59,710
—
Sold Out
Shares
2026-05-06
Small
CITY HOLDING CO
GMAY
$2,072,873
80.57%
50,484
—
Sold Out
Shares
2026-04-15
Mid
Kovack Advisors, Inc.
GMAY
$1,738,685
67.58%
42,345
—
Sold Out
Shares
2026-05-13
Small
Per Stirling Capital Management, LLC.
GMAY
$1,612,590
62.68%
39,274
—
Sold Out
Shares
2026-05-12
Mid
OLD MISSION CAPITAL LLC
GMAY
$1,608,895
62.54%
39,184
—
Sold Out
Shares
2026-05-15
Micro
Tanglewood Legacy Advisors, LLC
GMAY
$1,578,387
61.35%
38,441
—
Sold Out
Shares
2026-04-27
Mid
INSIGNEO ADVISORY SERVICES, LLC
GMAY
$1,572,064
61.11%
38,287
—
Sold Out
Shares
2026-05-12
Small
FOUNDERS FINANCIAL SECURITIES LLC
Broker-Dealer
GMAY
1
$1,553,792
60.40%
37,842
—
Sold Out
Shares
2026-04-17
This filing is a combination report: the position is filed across the managers below.
Mega
ENVESTNET ASSET MANAGEMENT INC
GMAY
$1,496,185
58.16%
36,439
—
Sold Out
Shares
2026-05-04
Micro
Ballast Rock Private Wealth LLC
GMAY
$1,467,443
57.04%
35,739
—
Sold Out
Shares
2026-04-16
Mid
Savvy Advisors, Inc.
GMAY
$1,236,932
48.08%
30,125
—
Sold Out
Shares
2026-05-11
Micro
Chris Bulman Inc
GMAY
$1,224,696
47.60%
29,827
—
Sold Out
Shares
2026-04-13
Mid
Brookstone Capital Management
GMAY
$1,221,740
47.49%
29,755
—
Sold Out
Shares
2026-04-16
Small
Keystone Wealth Services, LLC
GMAY
$1,068,832
41.55%
26,031
—
Sold Out
Shares
2026-05-13
Mid
Clearstead Advisors, LLC
GMAY
$1,006,626
39.13%
24,516
—
Sold Out
Shares
2026-05-06
Large
TRUIST FINANCIAL CORP
GMAY
1
$959,941
37.31%
23,379
—
Sold Out
Shares
2026-04-27
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Truist Advisory Services, Inc.
23,379
$959,941
100.0%
Defined
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
GMAY
2
$933,169
36.27%
22,727
—
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
SUSQUEHANNA SECURITIES, LLC
13,063
$536,366
57.5%
Other
G1 EXECUTION SERVICES, LLC
9,664
$396,803
42.5%
Other
Small
Clear Creek Financial Management, LLC
GMAY
$717,359
27.88%
17,471
—
Sold Out
Shares
2026-04-23
Large
Focus Partners Wealth
GMAY
$703,480
27.34%
17,133
—
Sold Out
Shares
2026-05-15
Mid
Arkadios Wealth Advisors
GMAY
$700,278
27.22%
17,055
—
Sold Out
Shares
2026-05-18
Small
Ignite Planners, LLC
GMAY
$645,052
25.07%
15,710
—
Sold Out
Shares
2026-04-17
Mid
Geneos Wealth Management Inc.
GMAY
$636,430
24.74%
15,500
—
Sold Out
Shares
2026-05-05
Small
Beacon Financial Advisory LLC
GMAY
$606,456
23.57%
14,770
—
Sold Out
Shares
2026-04-27
Mid
Mutual Advisors, LLC
GMAY
$604,895
23.51%
14,732
—
Sold Out
Shares
2026-05-04
Mid
Capital Analysts, LLC
GMAY
2
$590,360
22.95%
14,378
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
LINCOLN INVESTMENT PLANNING, LLC
1,227
$50,380
8.5%
Defined
Held directly
13,151
$539,980
91.5%
Defined
Large
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
GMAY
$562,932
21.88%
13,710
—
Sold Out
Shares
2026-04-08
Large
Janney Montgomery Scott LLC
GMAY
$553,119
21.50%
13,471
—
Sold Out
Shares
2026-04-22
Mid
Sunbelt Securities, Inc.
Broker-Dealer
GMAY
$547,124
21.27%
13,325
—
Sold Out
Shares
2026-05-18
Micro
DHJJ Financial Advisors, Ltd.
GMAY
$543,346
21.12%
13,233
—
Sold Out
Shares
2026-04-09
Mid
Orion Porfolio Solutions, LLC
GMAY
$542,813
21.10%
13,220
—
Sold Out
Shares
2026-05-13
Mid
Concurrent Investment Advisors, LLC
GMAY
$538,460
20.93%
13,114
—
Sold Out
Shares
2026-04-21
Small
KINTRA WEALTH, LLC
GMAY
$536,448
20.85%
13,065
—
Sold Out
Shares
2026-05-15
Small
Diligent Investors, LLC
GMAY
$534,395
20.77%
13,015
—
Sold Out
Shares
2026-04-15
Small
Arete Wealth Advisors, LLC
GMAY
$533,780
20.75%
13,000
—
Sold Out
Shares
2026-05-20
Micro
Financial Network Wealth Advisors LLC
GMAY
$519,080
20.18%
12,642
—
Sold Out
Shares
2026-05-14
Small
MBL Wealth, LLC
GMAY
$492,720
19.15%
12,000
—
Sold Out
Shares
2026-04-28
Small
M Holdings Securities, Inc.
Broker-Dealer
GMAY
$492,720
19.15%
12,000
—
Sold Out
Shares
2026-05-12
Large
MML INVESTORS SERVICES, LLC
GMAY
$483,645
18.80%
11,779
—
Sold Out
Shares
2026-05-04
Small
Stonebridge Financial Group, LLC
GMAY
$472,107
18.35%
11,498
—
Sold Out
Shares
2026-04-08
Mid
Waverly Advisors, LLC
GMAY
$438,274
17.04%
10,674
—
Sold Out
Shares
2026-05-15
Mid
KINGSWOOD WEALTH ADVISORS, LLC
GMAY
$430,760
16.74%
10,491
—
Sold Out
Shares
2026-04-28
Large
Steward Partners Investment Advisory, LLC
GMAY
$416,348
16.18%
10,140
—
Sold Out
Shares
2026-05-08
Small
UPTICK PARTNERS, LLC
GMAY
$379,435
14.75%
9,241
—
Sold Out
Shares
2026-05-04
Mid
NorthCrest Asset Manangement, LLC
GMAY
$375,124
14.58%
9,136
—
Sold Out
Shares
2026-04-08
Mid
CENTAURUS FINANCIAL, INC.
GMAY
$373,071
14.50%
9,086
—
Sold Out
Shares
2026-05-18
Mid
CoreCap Advisors, LLC
GMAY
$360,917
14.03%
8,790
—
Sold Out
Shares
2026-04-07
Mid
PARK AVENUE SECURITIES LLC
Broker-Dealer
GMAY
$356,729
13.87%
8,688
—
Sold Out
Shares
2026-04-07
Large
CWM, LLC
GMAY
$343,466
13.35%
8,365
—
Sold Out
Shares
2026-05-14
Micro
Sequent Planning LLC
GMAY
$333,982
12.98%
8,134
—
Sold Out
Shares
2026-04-21
Mid
Gallagher Fiduciary Advisors, LLC
GMAY
$331,600
12.89%
8,076
—
Sold Out
Shares
2026-05-15
Mid
HARBOUR INVESTMENTS, INC.
GMAY
$324,579
12.62%
7,905
—
Sold Out
Shares
2026-05-15
Small
Nvest Financial, LLC
GMAY
$312,343
12.14%
7,607
—
Sold Out
Shares
2026-04-28
Small
SILVER OAK SECURITIES, INCORPORATED
Broker-Dealer
GMAY
$301,626
11.72%
7,346
—
Sold Out
Shares
2026-04-20
Small
Cambridge Advisors Inc.
GMAY
$298,916
11.62%
7,280
—
Sold Out
Shares
2026-04-16
Large
CAPTRUST FINANCIAL ADVISORS
GMAY
$295,632
11.49%
7,200
—
Sold Out
Shares
2026-05-15
Small
FSB PREMIER WEALTH MANAGEMENT, INC.
GMAY
$290,376
11.29%
7,072
—
Sold Out
Shares
2026-05-13
Mid
MGO ONE SEVEN LLC
GMAY
$290,047
11.27%
7,064
—
Sold Out
Shares
2026-05-14
Large
Sanctuary Advisors, LLC
GMAY
$287,666
11.18%
7,006
—
Sold Out
Shares
2026-05-05
Small
Keating Financial Advisory Services, Inc.
GMAY
$284,627
11.06%
6,932
—
Sold Out
Shares
2026-05-15
Large
MAI Capital Management
GMAY
$283,560
11.02%
6,906
—
Sold Out
Shares
2026-05-15
Small
Integrity Financial Corp /WA
GMAY
$280,111
10.89%
6,822
—
Sold Out
Shares
2026-05-14
Small
Comprehensive Financial Consultants Institutional, Inc.
GMAY
$265,083
10.30%
6,456
—
Sold Out
Shares
2026-05-08
Mid
RFG Advisory, LLC
GMAY
$252,970
9.83%
6,161
—
Sold Out
Shares
2026-04-20
Micro
Clear Point Advisors Inc.
GMAY
$247,263
9.61%
6,022
—
Sold Out
Shares
2026-04-29
Mid
Ashton Thomas Private Wealth, LLC
GMAY
$240,611
9.35%
5,860
—
Sold Out
Shares
2026-05-11
Mid
KESTRA PRIVATE WEALTH SERVICES, LLC
GMAY
$240,611
9.35%
5,860
—
Sold Out
Shares
2026-04-20
Small
Armstrong, Fleming & Moore, Inc
GMAY
$239,790
9.32%
5,840
—
Sold Out
Shares
2026-04-13
Large
Rockefeller Capital Management L.P.
GMAY
1
$235,068
9.14%
5,725
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ROCKEFELLER FINANCIAL LLC
5,725
$235,068
100.0%
Defined
Mid
Foundations Investment Advisors, LLC
Endowment
GMAY
$231,290
8.99%
5,633
—
Sold Out
Shares
2026-05-11
Mid
Advisory Services Network, LLC
GMAY
$220,122
8.56%
5,361
—
Sold Out
Shares
2026-05-15
Small
Prosperity Consulting Group, LLC
GMAY
$219,671
8.54%
5,350
—
Sold Out
Shares
2026-05-05
Small
Avantra Family Wealth, Inc.
GMAY
$200,372
7.79%
4,880
—
Sold Out
Shares
2026-04-22
Mega
BARCLAYS PLC
GMAY
1
$197,909
7.69%
4,820
—
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
BARCLAYS CAPITAL INC.
4,820
$197,909
100.0%
Defined
Mega
WELLS FARGO & COMPANY/MN
GMAY
1
$127,286
4.95%
3,100
—
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
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
3,100
$127,286
100.0%
Defined
Small
Anfield Capital Management, LLC
GMAY
$111,601
4.34%
2,718
—
Sold Out
Shares
2026-05-12
Large
AE Wealth Management LLC
GMAY
$104,620
4.07%
2,548
—
Sold Out
Shares
2026-05-13
Small
Archer Investment Corp
GMAY
$90,578
3.52%
2,206
—
Sold Out
Shares
2026-05-04
Small
HAZLETT, BURT & WATSON, INC.
GMAY
$90,003
3.50%
2,206
—
Sold Out
Shares
2026-05-14
Mid
Aptus Capital Advisors, LLC
GMAY
$82,120
3.19%
2,000
—
Sold Out
Shares
2026-05-11
Mid
CX Institutional
GMAY
$27,099
1.05%
660
—
Sold Out
Shares
2026-04-06
Micro
EVOLUTION WEALTH MANAGEMENT INC.
GMAY
$22,665
0.88%
552
—
Sold Out
Shares
2026-04-27
Mega
JPMORGAN CHASE & CO
GMAY
2
$19,380
0.75%
472
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
J.P. Morgan Securities LLC
100
$4,106
21.2%
Defined
55I, LLC
372
$15,274
78.8%
Other
Mid
Farther Finance Advisors, LLC
GMAY
$13,385
0.52%
326
—
Sold Out
Shares
2026-04-07
Small
Steigerwald, Gordon & Koch Inc.
GMAY
$11,989
0.47%
292
—
Sold Out
Shares
2026-04-28
Large
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
GMAY
$6,487
0.25%
158
—
Sold Out
Shares
2026-05-13
Small
Pinnacle Wealth Planning Services, Inc.
GMAY
$1,026
0.04%
25
—
Sold Out
Shares
2026-05-11
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