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Funds Holding COWZ

On this page, we present all of the funds holding COWZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding COWZ, with a link to that fund's top holdings. The next columns indicate the amount of COWZ stock held by each of the funds holding COWZ, followed by the COWZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 671 funds holding COWZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding COWZ), click the fund name in the "Holder" column of the funds-holding-COWZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE $3,286,867 12/31/2023
     COWZ63,007,438$3,275,757 12/31/2023
     INDUSTRIAL RELET265,542$11,110 12/31/2023
Morgan Stanley $1,188,542 12/31/2023
     COWZ22,736,572$1,182,074 12/31/2023
     INDUSTRIAL RELET154,595$6,468 12/31/2023
LPL Financial LLC15,040,403$781,950 12/31/2023
     COWZ15,040,403$781,950 12/31/2023
Northwestern Mutual Wealth Management Co. $642,280 12/31/2023
     COWZ12,170,245$632,730 12/31/2023
     INDUSTRIAL RELET228,257$9,550 12/31/2023
Wells Fargo & Company MN9,498,765$493,841 12/31/2023
     COWZ9,498,765$493,841 12/31/2023
Advisor Group Holdings Inc. $484,828 12/31/2023
     COWZ9,207,149$478,747 12/31/2023
     INDUSTRIAL RELET145,333$6,081 12/31/2023
Raymond James Financial Services Advisors Inc.6,473,945$376,201 03/31/2024
     COWZ6,473,945$376,201 03/31/2024
Raymond James & Associates6,383,907$370,969 03/31/2024
     COWZ6,383,907$370,969 03/31/2024
UBS Group AG6,339,263$329,578 12/31/2023
     COWZ6,339,263$329,578 12/31/2023
Ameriprise Financial Inc.5,846,631$303,647 12/31/2023
     COWZ5,846,631$303,647 12/31/2023
Cambridge Investment Research Advisors Inc.3,996,617$232,243 03/31/2024
     COWZ3,996,617$232,243 03/31/2024
Royal Bank of Canada $213,987 12/31/2023
     COWZ4,050,503$210,585 12/31/2023
     INDUSTRIAL RELET81,303$3,402 12/31/2023
Envestnet Asset Management Inc.3,903,127$202,924 12/31/2023
     COWZ3,903,127$202,924 12/31/2023
Commonwealth Equity Services LLC3,552,043$184,671 12/31/2023
     COWZ3,552,043$184,671 12/31/2023
Annex Advisory Services LLC2,462,464$143,094 03/31/2024
     COWZ2,462,464$143,094 03/31/2024
Cetera Advisor Networks LLC1,907,690$99,181 12/31/2023
     COWZ1,907,690$99,181 12/31/2023
Global Assets Advisory LLC1,694,524$98,469 03/31/2024
     COWZ1,694,524$98,469 03/31/2024
Carlson Capital Management1,592,758$92,555 03/31/2024
     COWZ1,592,758$92,555 03/31/2024
Wealth Enhancement Advisory Services LLC1,519,653$88,307 03/31/2024
     COWZ1,519,653$88,307 03/31/2024
HighTower Advisors LLC1,461,840$75,962 12/31/2023
     COWZ1,461,840$75,962 12/31/2023
Janney Montgomery Scott LLC1,439,487$74,839 12/31/2023
     COWZ1,439,487$74,839 12/31/2023
Stifel Financial Corp1,406,894$73,145 12/31/2023
     COWZ1,406,894$73,145 12/31/2023
MML Investors Services LLC1,343,478$69,847 12/31/2023
     COWZ1,343,478$69,847 12/31/2023
Axxcess Wealth Management LLC1,325,765$68,927 12/31/2023
     COWZ1,325,765$68,927 12/31/2023
Requisite Capital Management LLC1,152,769$66,987 03/31/2024
     COWZ1,152,769$66,987 03/31/2024
Capital Asset Advisory Services LLC1,071,877$62,040 03/31/2024
     COWZ1,071,877$62,040 03/31/2024
Kestra Advisory Services LLC $62,001 12/31/2023
     COWZ1,172,292$60,947 12/31/2023
     LUNT LRG CP ALTR25,196$1,054 12/31/2023
Baird Financial Group Inc.937,817$48,757 12/31/2023
     COWZ937,817$48,757 12/31/2023
Intelligence Driven Advisers LLC935,241$48,361 12/31/2023
     COWZ935,241$48,361 12/31/2023
Orion Portfolio Solutions LLC899,617$46,870 12/31/2023
     COWZ899,617$46,870 12/31/2023
RVW Wealth LLC764,213$44,408 03/31/2024
     COWZ764,213$44,408 03/31/2024
Mariner LLC $43,678 12/31/2023
     COWZ835,536$43,440 12/31/2023
     INDUSTRIAL RELET5,684$238 12/31/2023
O Brien Wealth Partners LLC751,340$43,660 03/31/2024
     COWZ751,340$43,660 03/31/2024
Private Advisor Group LLC $43,079 12/31/2023
     COWZ784,958$40,810 12/31/2023
     INDUSTRIAL RELET54,229$2,269 12/31/2023
Sfmg LLC819,962$42,630 12/31/2023
     COWZ819,962$42,630 12/31/2023
Great Valley Advisor Group Inc.803,034$41,750 12/31/2023
     COWZ803,034$41,750 12/31/2023
Evensky & Katz LLC699,261$40,634 03/31/2024
     COWZ699,261$40,634 03/31/2024
Northeast Financial Consultants Inc768,032$39,930 12/31/2023
     COWZ768,032$39,930 12/31/2023
Equitable Holdings Inc.766,130$39,831 12/31/2023
     COWZ766,130$39,831 12/31/2023
Cetera Investment Advisers $39,462 12/31/2023
     COWZ741,304$38,540 12/31/2023
     INDUSTRIAL RELET22,041$922 12/31/2023
Wade G W & Inc.725,784$37,734 12/31/2023
     COWZ725,784$37,734 12/31/2023
Avantax Advisory Services Inc.724,681$37,676 12/31/2023
     COWZ724,681$37,676 12/31/2023
Edge Capital Group LLC681,172$35,414 12/31/2023
     COWZ681,172$35,414 12/31/2023
Atria Wealth Solutions Inc.667,294$34,771 12/31/2023
     COWZ667,294$34,771 12/31/2023
Steward Partners Investment Advisory LLC664,034$34,523 12/31/2023
     COWZ664,034$34,523 12/31/2023
JPMorgan Chase & Co.660,068$34,317 12/31/2023
     COWZ660,068$34,317 12/31/2023
Provident Wealth Management LLC581,972$33,818 03/31/2024
     COWZ581,972$33,818 03/31/2024
Cetera Advisors LLC640,941$33,323 12/31/2023
     COWZ640,941$33,323 12/31/2023
Oppenheimer & Co. Inc.602,365$31,317 12/31/2023
     COWZ602,365$31,317 12/31/2023
Unique Wealth LLC537,666$31,236 03/31/2024
     COWZ537,666$31,236 03/31/2024
Lee Financial Group Hawaii Inc.530,359$30,819 03/31/2024
     COWZ530,359$30,819 03/31/2024
CI Private Wealth LLC579,076$30,106 12/31/2023
     COWZ579,076$30,106 12/31/2023
Rockefeller Capital Management L.P.576,151$29,954 12/31/2023
     COWZ576,151$29,954 12/31/2023
Wealthcare Advisory Partners LLC486,693$28,282 03/31/2024
     COWZ486,693$28,282 03/31/2024
Venture Visionary Partners LLC524,727$27,281 12/31/2023
     COWZ524,727$27,281 12/31/2023
Affinity Wealth Management LLC464,621$26,999 03/31/2024
     COWZ464,621$26,999 03/31/2024
Wiser Wealth Management Inc463,529$26,936 03/31/2024
     COWZ463,529$26,936 03/31/2024
Brio Consultants LLC516,856$26,871 12/31/2023
     COWZ516,856$26,871 12/31/2023
Citigroup Inc. $26,020 12/31/2023
     COWZ500,487$26,020 12/31/2023
     INDUSTRIAL RELET1$0 12/31/2023
AlphaCore Capital LLC489,458$25,593 12/31/2023
     COWZ489,458$25,593 12/31/2023
Hollencrest Capital Management486,151$25,275 12/31/2023
     COWZ486,151$25,275 12/31/2023
Cooper Financial Group433,158$25,171 03/31/2024
     COWZ433,158$25,171 03/31/2024
Paragon Capital Management Ltd421,418$24,489 03/31/2024
     COWZ421,418$24,489 03/31/2024
ODonnell Financial Services LLC420,146$24,415 03/31/2024
     COWZ420,146$24,415 03/31/2024
Foundations Investment Advisors LLC462,334$24,051 12/31/2023
     COWZ462,334$24,051 12/31/2023
Sage Advisory Services Ltd.Co.399,759$23,230 03/31/2024
     COWZ399,759$23,230 03/31/2024
IAM Advisory LLC390,982$22,720 03/31/2024
     COWZ390,982$22,720 03/31/2024
Grant Street Asset Management Inc.426,889$22,194 12/31/2023
     COWZ426,889$22,194 12/31/2023
Goldstein Advisors LLC426,553$22,176 12/31/2023
     COWZ426,553$22,176 12/31/2023
WealthPLAN Partners LLC426,371$22,167 12/31/2023
     COWZ426,371$22,167 12/31/2023
Foster Victor Wealth Advisors LLC377,708$21,514 03/31/2024
     COWZ377,708$21,514 03/31/2024
Procyon Private Wealth Partners LLC368,107$21,391 03/31/2024
     COWZ368,107$21,391 03/31/2024
Modern Wealth Management LLC405,679$21,091 12/31/2023
     COWZ405,679$21,091 12/31/2023
Onyx Bridge Wealth Group LLC404,204$21,015 12/31/2023
     COWZ404,204$21,015 12/31/2023
Wealth Group Ltd402,782$20,864 12/31/2023
     COWZ402,782$20,864 12/31/2023
Aprio Wealth Management LLC357,798$20,792 03/31/2024
     COWZ357,798$20,792 03/31/2024
AE Wealth Management LLC390,107$20,258 12/31/2023
     COWZ390,107$20,258 12/31/2023
Bank of New York Mellon Corp344,780$20,035 03/31/2024
     COWZ344,780$20,035 03/31/2024
Certified Advisory Corp384,886$20,010 12/31/2023
     COWZ384,886$20,010 12/31/2023
Thoroughbred Financial Services LLC384,343$19,982 12/31/2023
     COWZ384,343$19,982 12/31/2023
PFG Advisors384,335$19,982 12/31/2023
     COWZ384,335$19,982 12/31/2023
MAI Capital Management383,407$19,933 12/31/2023
     COWZ383,407$19,933 12/31/2023
Smith Moore & CO.379,860$19,749 12/31/2023
     COWZ379,860$19,749 12/31/2023
Sepio Capital LP377,954$19,650 12/31/2023
     COWZ377,954$19,650 12/31/2023
Teamwork Financial Advisors LLC336,152$19,534 03/31/2024
     COWZ336,152$19,534 03/31/2024
Cora Capital Advisors LLC321,665$18,692 03/31/2024
     COWZ321,665$18,692 03/31/2024
Captrust Financial Advisors356,698$18,545 12/31/2023
     COWZ356,698$18,545 12/31/2023
Apexium Financial LP316,938$18,417 03/31/2024
     COWZ316,938$18,417 03/31/2024
We Are One Seven LLC335,791$17,458 12/31/2023
     COWZ335,791$17,458 12/31/2023
Stratos Wealth Partners LTD.300,092$17,438 03/31/2024
     COWZ300,092$17,438 03/31/2024
Capital Advisors Wealth Management LLC293,957$17,082 03/31/2024
     COWZ293,957$17,082 03/31/2024
Harbour Investments Inc. $16,688 12/31/2023
     COWZ320,794$16,678 12/31/2023
     INDUSTRIAL RELET233$10 12/31/2023
CMC Financial Group316,782$16,400 12/31/2023
     COWZ316,782$16,400 12/31/2023
D.A. Davidson & CO.314,475$16,350 12/31/2023
     COWZ314,475$16,350 12/31/2023
Pacer Advisors Inc.313,709$16,310 12/31/2023
     COWZ313,709$16,310 12/31/2023
Socha Financial Group LLC312,057$16,224 12/31/2023
     COWZ312,057$16,224 12/31/2023
Comerica Bank $15,933 12/31/2023
     COWZ305,030$15,858 12/31/2023
     COMMON1,799$75 12/31/2023
Coulter & Justus Financial Services LLC302,595$15,732 12/31/2023
     COWZ302,595$15,732 12/31/2023
Focus Financial Network Inc. ADV298,543$15,610 12/31/2023
     COWZ298,543$15,610 12/31/2023
Columbia Advisory Partners LLC267,850$15,565 03/31/2024
     COWZ267,850$15,565 03/31/2024
Cerity Partners LLC295,864$15,382 12/31/2023
     COWZ295,864$15,382 12/31/2023
GWM Advisors LLC292,829$15,161 12/31/2023
     COWZ292,829$15,161 12/31/2023
Truist Financial Corp291,527$15,157 12/31/2023
     COWZ291,527$15,157 12/31/2023
Financial Advocates Investment Management290,175$14,975 12/31/2023
     COWZ290,175$14,975 12/31/2023
Hudock Inc.276,892$14,396 12/31/2023
     COWZ276,892$14,396 12/31/2023
Fermata Advisors LLC230,460$13,392 03/31/2024
     COWZ230,460$13,392 03/31/2024
Per Stirling Capital Management LLC.256,883$13,355 12/31/2023
     COWZ256,883$13,355 12/31/2023
Kestra Private Wealth Services LLC254,158$13,214 12/31/2023
     COWZ254,158$13,214 12/31/2023
Holland Advisory Services Inc.226,942$13,188 03/31/2024
     COWZ226,942$13,188 03/31/2024
American Planning Services Inc.252,540$13,130 12/31/2023
     COWZ252,540$13,130 12/31/2023
Sigma Planning Corp252,250$13,114 12/31/2023
     COWZ252,250$13,114 12/31/2023
McAlister Sweet & Associates Inc.224,945$13,072 03/31/2024
     COWZ224,945$13,072 03/31/2024
Day & Ennis LLC247,251$12,855 12/31/2023
     COWZ247,251$12,855 12/31/2023
Gladstone Institutional Advisory LLC236,506$12,296 12/31/2023
     COWZ236,506$12,296 12/31/2023
Clay Northam Wealth Management LLC $12,281 03/31/2024
     COWZ207,141$12,037 03/31/2024
     INDUSTRIAL RELET6,145$244 03/31/2024
J.W. Cole Advisors Inc.233,228$12,126 12/31/2023
     COWZ233,228$12,126 12/31/2023
Beaumont Financial Advisors LLC232,503$12,088 12/31/2023
     COWZ232,503$12,088 12/31/2023
Benchmark Financial Wealth Advisors LLC207,082$12,034 03/31/2024
     COWZ207,082$12,034 03/31/2024
Moneywise Inc.206,145$11,979 03/31/2024
     COWZ206,145$11,979 03/31/2024
Ballast Inc.227,812$11,844 12/31/2023
     COWZ227,812$11,844 12/31/2023
Global Retirement Partners LLC200,092$11,627 03/31/2024
     COWZ200,092$11,627 03/31/2024
National Asset Management Inc.222,037$11,610 12/31/2023
     COWZ222,037$11,610 12/31/2023
CWM LLC197,787$11,493 03/31/2024
     COWZ197,787$11,493 03/31/2024
Citadel Advisors LLC $11,254 12/31/2023
     COWZ203,464$10,578 12/31/2023
     Call17,100$889 12/31/2023
     Put4,100$213 12/31/2023
Prospera Financial Services Inc210,201$10,928 12/31/2023
     COWZ210,201$10,928 12/31/2023
Financial Planning & Information Services Inc.202,699$10,538 12/31/2023
     COWZ202,699$10,538 12/31/2023
RFG Advisory LLC181,242$10,532 03/31/2024
     COWZ181,242$10,532 03/31/2024
Instrumental Wealth LLC200,690$10,247 12/31/2023
     COWZ200,690$10,247 12/31/2023
Fortress Wealth Group LLC196,547$10,240 12/31/2023
     COWZ196,547$10,240 12/31/2023
Madrona Financial Services LLC173,979$10,110 03/31/2024
     COWZ173,979$10,110 03/31/2024
HBW Advisory Services LLC $9,967 03/31/2024
     COWZ149,331$8,678 03/31/2024
     INDUSTRIAL RELET30,807$1,289 03/31/2024
CoreCap Advisors LLC191,493$9,956 12/31/2023
     COWZ191,493$9,956 12/31/2023
Plan Group Financial LLC167,249$9,719 03/31/2024
     COWZ167,249$9,719 03/31/2024
Flagship Harbor Advisors LLC164,356$9,551 03/31/2024
     COWZ164,356$9,551 03/31/2024
Pasadena Private Wealth LLC164,203$9,542 03/31/2024
     COWZ164,203$9,542 03/31/2024
Wedbush Securities Inc.180,624$9,391 12/31/2023
     COWZ180,624$9,391 12/31/2023
Chicago Wealth Management Inc.177,007$9,203 12/31/2023
     COWZ177,007$9,203 12/31/2023
SPC Financial Inc.176,034$9,152 12/31/2023
     COWZ176,034$9,152 12/31/2023
Envestnet Portfolio Solutions Inc.174,256$9,060 12/31/2023
     COWZ174,256$9,060 12/31/2023
Creative Financial Designs Inc. ADV173,698$9,031 12/31/2023
     COWZ173,698$9,031 12/31/2023
Pacific Wealth Management150,373$8,738 03/31/2024
     COWZ150,373$8,738 03/31/2024
KilterHowling LLC166,331$8,621 12/31/2023
     COWZ166,331$8,621 12/31/2023
PSI Advisors LLC148,217$8,613 03/31/2024
     COWZ148,217$8,613 03/31/2024
Presidio Capital Management LLC148,178$8,611 03/31/2024
     COWZ148,178$8,611 03/31/2024
Swisher Financial Concepts Inc.150,974$8,606 03/31/2024
     COWZ150,974$8,606 03/31/2024
Main Street Financial Solutions LLC146,115$8,491 03/31/2024
     COWZ146,115$8,491 03/31/2024
Clarus Wealth Advisors147,862$8,433 03/31/2024
     COWZ147,862$8,433 03/31/2024
Chicago Partners Investment Group LLC151,011$8,402 03/31/2024
     COWZ151,011$8,402 03/31/2024
Owen LaRue LLC160,809$8,360 12/31/2023
     COWZ160,809$8,360 12/31/2023
Trademark Financial Management LLC159,832$8,310 12/31/2023
     COWZ159,832$8,310 12/31/2023
Investment Advisory Services Inc. TX ADV142,213$8,264 03/31/2024
     COWZ142,213$8,264 03/31/2024
RiverTree Advisors LLC141,939$8,248 03/31/2024
     COWZ141,939$8,248 03/31/2024
ASB Consultores LLC158,400$8,235 12/31/2023
     COWZ158,400$8,235 12/31/2023
Gerber LLC140,880$8,187 03/31/2024
     COWZ140,880$8,187 03/31/2024
Echo Wealth Management LLC139,926$8,131 03/31/2024
     COWZ139,926$8,131 03/31/2024
Oxler Private Wealth LLC139,766$8,122 03/31/2024
     COWZ139,766$8,122 03/31/2024
Accordant Advisory Group Inc138,499$8,048 03/31/2024
     COWZ138,499$8,048 03/31/2024
Financial Partners Group Inc153,886$8,001 12/31/2023
     COWZ153,886$8,001 12/31/2023
Lincoln National Corp $7,878 12/31/2023
     COWZ144,202$7,497 12/31/2023
     INDUSTRIAL RELET9,101$381 12/31/2023
Karpus Management Inc.149,803$7,788 12/31/2023
     COWZ149,803$7,788 12/31/2023
Advisory Services Network LLC149,712$7,784 12/31/2023
     COWZ149,712$7,784 12/31/2023
Jefferies Financial Group Inc.149,221$7,758 12/31/2023
     COWZ149,221$7,758 12/31/2023
Castle Wealth Management LLC $7,726 12/31/2023
     COWZ112,859$5,900 12/31/2023
     INDUSTRIAL RELET43,633$1,826 12/31/2023
Cozad Asset Management Inc.144,758$7,526 12/31/2023
     COWZ144,758$7,526 12/31/2023
Mercer Global Advisors Inc. ADV144,103$7,492 12/31/2023
     COWZ144,103$7,492 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors142,990$7,434 12/31/2023
     COWZ142,990$7,434 12/31/2023
Team Financial Group LLC142,671$7,417 12/31/2023
     COWZ142,671$7,417 12/31/2023
IFP Advisors Inc142,468$7,407 12/31/2023
     COWZ142,468$7,407 12/31/2023
Searcy Financial Services Inc. ADV126,746$7,365 03/31/2024
     COWZ126,746$7,365 03/31/2024
Patriot Financial Group Insurance Agency LLC140,092$7,283 12/31/2023
     COWZ140,092$7,283 12/31/2023
Proequities Inc.137,490$7,189 12/31/2023
     COWZ137,490$7,189 12/31/2023
Fifth Third Bancorp123,661$7,186 03/31/2024
     COWZ123,661$7,186 03/31/2024
Clear Creek Financial Management LLC123,210$7,160 03/31/2024
     COWZ123,210$7,160 03/31/2024
Jane Street Group LLC $7,154 12/31/2023
     COWZ120,949$6,288 12/31/2023
     INDUSTRIAL RELET20,707$866 12/31/2023
APCM Wealth Management for Individuals $7,086 03/31/2024
     INDUSTRIAL RELET178,180$7,083 03/31/2024
     COWZ44$3 03/31/2024
Geneos Wealth Management Inc.135,893$7,065 12/31/2023
     COWZ135,893$7,065 12/31/2023
U.S. Capital Wealth Advisors LLC134,218$6,978 12/31/2023
     COWZ134,218$6,978 12/31/2023
Atria Investments LLC133,779$6,955 12/31/2023
     COWZ133,779$6,955 12/31/2023
Nilsine Partners LLC119,495$6,944 03/31/2024
     COWZ119,495$6,944 03/31/2024
JJJ Advisors Inc. $6,826 03/31/2024
     COWZ117,231$6,812 03/31/2024
     INDUSTRIAL RELET355$14 03/31/2024
IVC Wealth Advisors LLC117,003$6,799 03/31/2024
     COWZ117,003$6,799 03/31/2024
Wsfs Capital Management LLC129,310$6,723 12/31/2023
     COWZ129,310$6,723 12/31/2023
Tamar Securities LLC128,191$6,665 12/31/2023
     COWZ128,191$6,665 12/31/2023
Thrivent Financial for Lutherans128,073$6,659 12/31/2023
     COWZ128,073$6,659 12/31/2023
Modus Advisors LLC113,031$6,568 03/31/2024
     COWZ113,031$6,568 03/31/2024
WealthPlan Investment Management LLC125,478$6,524 12/31/2023
     COWZ125,478$6,524 12/31/2023
IHT Wealth Management LLC124,326$6,464 12/31/2023
     COWZ124,326$6,464 12/31/2023
Integrated Wealth Concepts LLC123,040$6,397 12/31/2023
     COWZ123,040$6,397 12/31/2023
BCGM Wealth Management LLC122,013$6,343 12/31/2023
     COWZ122,013$6,343 12/31/2023
One One Wealth Management LLC108,779$6,321 03/31/2024
     COWZ108,779$6,321 03/31/2024
First Heartland Consultants Inc.120,204$6,249 12/31/2023
     COWZ120,204$6,249 12/31/2023
FWL Investment Management LLC118,447$6,158 12/31/2023
     COWZ118,447$6,158 12/31/2023
Avaii Wealth Management LLC117,775$6,123 12/31/2023
     COWZ117,775$6,123 12/31/2023
EverSource Wealth Advisors LLC115,885$6,025 12/31/2023
     COWZ115,885$6,025 12/31/2023
Kickstand Ventures LLC.115,827$6,022 12/31/2023
     COWZ115,827$6,022 12/31/2023
DAVENPORT & Co LLC111,840$5,815 12/31/2023
     COWZ111,840$5,815 12/31/2023
Apollon Wealth Management LLC111,057$5,774 12/31/2023
     COWZ111,057$5,774 12/31/2023
MBL Wealth LLC96,349$5,599 03/31/2024
     COWZ96,349$5,599 03/31/2024
Commonwealth Financial Services LLC105,469$5,483 12/31/2023
     COWZ105,469$5,483 12/31/2023
Belpointe Asset Management LLC105,312$5,475 12/31/2023
     COWZ105,312$5,475 12/31/2023
Nations Financial Group Inc. IA ADV93,505$5,434 03/31/2024
     COWZ93,505$5,434 03/31/2024
Financial Management Network Inc.94,196$5,411 03/31/2024
     COWZ94,196$5,411 03/31/2024
Campbell Capital Management Inc.91,285$5,305 03/31/2024
     COWZ91,285$5,305 03/31/2024
Centaurus Financial Inc.100,219$5,210 12/31/2023
     COWZ100,219$5,210 12/31/2023
Granby Capital Management LLC100,000$5,199 12/31/2023
     COWZ100,000$5,199 12/31/2023
Park Avenue Securities LLC89,431$5,197 03/31/2024
     COWZ89,431$5,197 03/31/2024
Benjamin F. Edwards & Company Inc.99,764$5,186 12/31/2023
     COWZ99,764$5,186 12/31/2023
Evolution Wealth Advisors LLC88,270$5,129 03/31/2024
     COWZ88,270$5,129 03/31/2024
Bridge Advisory LLC87,703$5,096 03/31/2024
     COWZ87,703$5,096 03/31/2024
Burns Matteson Capital Management LLC97,908$5,090 12/31/2023
     COWZ97,908$5,090 12/31/2023
Mitchell Mcleod Pugh & Williams Inc.97,854$5,087 12/31/2023
     COWZ97,854$5,087 12/31/2023
Insight Advisors LLC PA97,753$5,082 12/31/2023
     COWZ97,753$5,082 12/31/2023
Fiduciary Trust Co.97,657$5,077 12/31/2023
     COWZ97,657$5,077 12/31/2023
Qube Research & Technologies Ltd96,951$5,040 12/31/2023
     COWZ96,951$5,040 12/31/2023
Founders Financial Securities LLC86,338$5,017 03/31/2024
     COWZ86,338$5,017 03/31/2024
Next Level Private LLC86,152$5,006 03/31/2024
     COWZ86,152$5,006 03/31/2024
Grant GrossMendelsohn LLC86,554$4,998 03/31/2024
     COWZ86,554$4,998 03/31/2024
Mainsail Financial Group LLC85,355$4,960 03/31/2024
     COWZ85,355$4,960 03/31/2024
Ferguson Shapiro LLC84,538$4,913 03/31/2024
     COWZ84,538$4,913 03/31/2024
All Season Financial Advisors Inc.84,139$4,889 03/31/2024
     COWZ84,139$4,889 03/31/2024
Perennial Investment Advisors LLC93,883$4,881 12/31/2023
     COWZ93,883$4,881 12/31/2023
USAdvisors Wealth Management LLC93,525$4,862 12/31/2023
     COWZ93,525$4,862 12/31/2023
MMA Asset Management LLC93,132$4,856 12/31/2023
     COWZ93,132$4,856 12/31/2023
PCG Wealth Advisors LLC83,328$4,842 03/31/2024
     COWZ83,328$4,842 03/31/2024
Schmidt P J Investment Management Inc.81,932$4,761 03/31/2024
     COWZ81,932$4,761 03/31/2024
Fiduciary Alliance LLC81,247$4,720 03/31/2024
     COWZ81,247$4,720 03/31/2024
Cresset Asset Management LLC89,692$4,690 12/31/2023
     COWZ89,692$4,690 12/31/2023
Concurrent Investment Advisors LLC89,739$4,665 12/31/2023
     COWZ89,739$4,665 12/31/2023
Spinnaker Trust88,527$4,603 12/31/2023
     COWZ88,527$4,603 12/31/2023
Mutual Advisors LLC88,199$4,585 12/31/2023
     COWZ88,199$4,585 12/31/2023
Financial Guidance Group Inc.86,558$4,500 12/31/2023
     COWZ86,558$4,500 12/31/2023
Trilogy Capital Inc.76,808$4,463 03/31/2024
     COWZ76,808$4,463 03/31/2024
Penobscot Wealth Management85,781$4,460 12/31/2023
     COWZ85,781$4,460 12/31/2023
Fortem Financial Group LLC85,742$4,458 12/31/2023
     COWZ85,742$4,458 12/31/2023
Beacon Investment Advisory Services Inc.85,299$4,435 12/31/2023
     COWZ85,299$4,435 12/31/2023
Raymond James Trust N.A.74,808$4,347 03/31/2024
     COWZ74,808$4,347 03/31/2024
Carolinas Wealth Consulting LLC83,136$4,347 12/31/2023
     COWZ83,136$4,347 12/31/2023
Schwarz Dygos Wheeler Investment Advisors LLC83,514$4,342 12/31/2023
     COWZ83,514$4,342 12/31/2023
WBI Investments83,350$4,333 12/31/2023
     COWZ83,350$4,333 12/31/2023
Renaissance Technologies LLC82,000$4,263 12/31/2023
     COWZ82,000$4,263 12/31/2023
AdvisorNet Financial Inc73,185$4,253 03/31/2024
     COWZ73,185$4,253 03/31/2024
Calton & Associates Inc.72,061$4,187 03/31/2024
     COWZ72,061$4,187 03/31/2024
Future Financial Wealth Managment LLC71,698$4,166 03/31/2024
     COWZ71,698$4,166 03/31/2024
Perigon Wealth Management LLC79,170$4,116 12/31/2023
     COWZ79,170$4,116 12/31/2023
StoneX Group Inc.78,466$4,103 12/31/2023
     COWZ78,466$4,103 12/31/2023
Level Four Advisory Services LLC78,885$4,101 12/31/2023
     COWZ78,885$4,101 12/31/2023
Stratos Wealth Advisors LLC $4,090 03/31/2024
     COWZ54,941$3,193 03/31/2024
     INDUSTRIAL RELET22,577$897 03/31/2024
Prairie Sky Financial Group LLC68,670$3,990 03/31/2024
     COWZ68,670$3,990 03/31/2024
Blair William & Co. IL76,075$3,955 12/31/2023
     COWZ76,075$3,955 12/31/2023
S. R. Schill & Associates67,865$3,944 03/31/2024
     COWZ67,865$3,944 03/31/2024
Atomi Financial Group Inc.75,504$3,925 12/31/2023
     COWZ75,504$3,925 12/31/2023
McKinley Carter Wealth Services Inc.66,881$3,886 03/31/2024
     COWZ66,881$3,886 03/31/2024
Aspire Wealth Management Corp74,425$3,869 12/31/2023
     COWZ74,425$3,869 12/31/2023
Cornerstone Advisory LLC74,069$3,851 12/31/2023
     COWZ74,069$3,851 12/31/2023
MONECO Advisors LLC66,025$3,837 03/31/2024
     COWZ66,025$3,837 03/31/2024
Greenwood Capital Associates LLC72,784$3,784 12/31/2023
     COWZ72,784$3,784 12/31/2023
International Assets Investment Management LLC64,538$3,749 03/31/2024
     COWZ64,538$3,749 03/31/2024
Moors & Cabot Inc.72,027$3,745 12/31/2023
     COWZ72,027$3,745 12/31/2023
Atlas Financial Advisors Inc.71,120$3,698 12/31/2023
     COWZ71,120$3,698 12/31/2023
Allworth Financial LP63,619$3,697 03/31/2024
     COWZ63,619$3,697 03/31/2024
Cary Street Partners Investment Advisory LLC70,495$3,665 12/31/2023
     COWZ70,495$3,665 12/31/2023
Aspire Capital Advisors LLC70,260$3,653 12/31/2023
     COWZ70,260$3,653 12/31/2023
Kolinsky Wealth Management LLC70,080$3,643 12/31/2023
     COWZ70,080$3,643 12/31/2023
GPS Wealth Strategies Group LLC68,627$3,568 12/31/2023
     COWZ68,627$3,568 12/31/2023
David R. Rahn & Associates Inc.60,999$3,545 03/31/2024
     COWZ60,999$3,545 03/31/2024
Fortis Advisors LLC67,501$3,509 12/31/2023
     COWZ67,501$3,509 12/31/2023
Standard Life Aberdeen plc66,831$3,475 12/31/2023
     COWZ66,831$3,475 12/31/2023
JBR Co Financial Management Inc66,459$3,455 12/31/2023
     COWZ66,459$3,455 12/31/2023
Kingsview Wealth Management LLC65,787$3,420 12/31/2023
     COWZ65,787$3,420 12/31/2023
First PREMIER Bank58,034$3,372 03/31/2024
     COWZ58,034$3,372 03/31/2024
D. E. Shaw & Co. Inc.64,685$3,363 12/31/2023
     COWZ64,685$3,363 12/31/2023
National Wealth Management Group LLC64,174$3,336 12/31/2023
     COWZ64,174$3,336 12/31/2023
Vienna Asset Management LLC61,966$3,239 12/31/2023
     COWZ61,966$3,239 12/31/2023
Lionsbridge Wealth Management LLC60,779$3,160 12/31/2023
     COWZ60,779$3,160 12/31/2023
Csenge Advisory Group60,417$3,141 12/31/2023
     COWZ60,417$3,141 12/31/2023
Y Intercept Hong Kong Ltd59,782$3,108 12/31/2023
     COWZ59,782$3,108 12/31/2023
Good Life Advisors LLC58,753$3,055 12/31/2023
     COWZ58,753$3,055 12/31/2023
LWM Advisory Services LLC58,722$3,053 12/31/2023
     COWZ58,722$3,053 12/31/2023
Cohen & Steers Inc.58,609$3,047 12/31/2023
     COWZ58,609$3,047 12/31/2023
Pinnacle Wealth Management Group Inc.52,029$3,023 03/31/2024
     COWZ52,029$3,023 03/31/2024
Valtinson Bruner Financial Planning LLC57,930$3,012 12/31/2023
     COWZ57,930$3,012 12/31/2023
Lakeview Capital Partners LLC57,026$2,965 12/31/2023
     COWZ57,026$2,965 12/31/2023
Pine Valley Investments Ltd Liability Co56,314$2,937 12/31/2023
     COWZ56,314$2,937 12/31/2023
Madison Park Capital Advisors LLC50,404$2,929 03/31/2024
     COWZ50,404$2,929 03/31/2024
Smart Portfolios LLC56,450$2,928 12/31/2023
     COWZ56,450$2,928 12/31/2023
Stapp Wealth Management Pllc49,637$2,884 03/31/2024
     COWZ49,637$2,884 03/31/2024
FDx Advisors Inc.55,033$2,861 12/31/2023
     COWZ55,033$2,861 12/31/2023
Leavell Investment Management Inc.48,108$2,796 03/31/2024
     COWZ48,108$2,796 03/31/2024
Titleist Asset Management LLC52,995$2,755 12/31/2023
     COWZ52,995$2,755 12/31/2023
Brookstone Capital Management47,292$2,748 03/31/2024
     COWZ47,292$2,748 03/31/2024
TAP Consulting LLC47,128$2,739 03/31/2024
     COWZ47,128$2,739 03/31/2024
Cornerstone Wealth Management LLC47,034$2,733 03/31/2024
     COWZ47,034$2,733 03/31/2024
Coastline Trust Co46,421$2,698 03/31/2024
     COWZ46,421$2,698 03/31/2024
CIBC World Markets Inc.51,897$2,698 12/31/2023
     COWZ51,897$2,698 12/31/2023
Money Concepts Capital Corp51,760$2,691 12/31/2023
     COWZ51,760$2,691 12/31/2023
Prosperitas Financial LLC51,672$2,686 12/31/2023
     COWZ51,672$2,686 12/31/2023
US Bancorp DE51,434$2,674 12/31/2023
     COWZ51,434$2,674 12/31/2023
Comprehensive Financial Consultants Institutional Inc.51,060$2,655 12/31/2023
     COWZ51,060$2,655 12/31/2023
Aptus Capital Advisors LLC50,868$2,645 12/31/2023
     COWZ50,868$2,645 12/31/2023
Stegent Equity Advisors Inc.50,829$2,643 12/31/2023
     COWZ50,829$2,643 12/31/2023
ERn Financial LLC45,292$2,632 03/31/2024
     COWZ45,292$2,632 03/31/2024
Guardian Wealth Advisors LLC NC50,595$2,630 12/31/2023
     COWZ50,595$2,630 12/31/2023
SFI Advisors LLC50,252$2,613 12/31/2023
     COWZ50,252$2,613 12/31/2023
Lodestone Wealth Management LLC49,093$2,552 12/31/2023
     COWZ49,093$2,552 12/31/2023
Waycross Investment Management Co43,432$2,524 03/31/2024
     COWZ43,432$2,524 03/31/2024
BCS Wealth Management42,981$2,498 03/31/2024
     COWZ42,981$2,498 03/31/2024
Transform Wealth LLC42,883$2,492 03/31/2024
     COWZ42,883$2,492 03/31/2024
Tradition Wealth Management LLC47,467$2,468 12/31/2023
     COWZ47,467$2,468 12/31/2023
ORG Partners LLC47,467$2,468 12/31/2023
     COWZ47,467$2,468 12/31/2023
Zimmermann Investment Management & Planning LLC42,347$2,461 03/31/2024
     COWZ42,347$2,461 03/31/2024
Aveo Capital Partners LLC47,197$2,454 12/31/2023
     COWZ47,197$2,454 12/31/2023
Strategic Family Wealth Counselors L.L.C.46,717$2,429 12/31/2023
     COWZ46,717$2,429 12/31/2023
Lane & Associates LLC41,722$2,424 03/31/2024
     COWZ41,722$2,424 03/31/2024
Bedel Financial Consulting Inc.46,546$2,420 12/31/2023
     COWZ46,546$2,420 12/31/2023
Opinicus Capital Inc.41,620$2,419 03/31/2024
     COWZ41,620$2,419 03/31/2024
Focus Financial Network Inc.43,845$2,404 03/31/2024
     COWZ43,845$2,404 03/31/2024
Nvest Financial LLC41,237$2,396 03/31/2024
     COWZ41,237$2,396 03/31/2024
Prosperity Consulting Group LLC44,405$2,309 12/31/2023
     COWZ44,405$2,309 12/31/2023
Continuum Advisory LLC44,237$2,300 12/31/2023
     COWZ44,237$2,300 12/31/2023
Reitz Capital Advisors LLC38,885$2,260 03/31/2024
     COWZ38,885$2,260 03/31/2024
SimpliFi Inc.38,783$2,254 03/31/2024
     COWZ38,783$2,254 03/31/2024
Lokken Investment Group LLC43,085$2,240 12/31/2023
     COWZ43,085$2,240 12/31/2023
Dana Investment Advisors Inc.42,906$2,231 12/31/2023
     COWZ42,906$2,231 12/31/2023
Ellis Investment Partners LLC38,197$2,220 03/31/2024
     COWZ38,197$2,220 03/31/2024
SlateStone Wealth LLC37,157$2,159 03/31/2024
     COWZ37,157$2,159 03/31/2024
Tower Research Capital LLC TRC 40,872$2,125 12/31/2023
     COWZ40,872$2,125 12/31/2023
Fifth Third Securities Inc.36,488$2,120 03/31/2024
     COWZ36,488$2,120 03/31/2024
Endowment Wealth Management Inc.40,432$2,102 12/31/2023
     COWZ40,432$2,102 12/31/2023
Vigilare Wealth Management36,155$2,101 03/31/2024
     COWZ36,155$2,101 03/31/2024
High Net Worth Advisory Group LLC36,074$2,096 03/31/2024
     COWZ36,074$2,096 03/31/2024
VisionPoint Advisory Group LLC39,951$2,077 12/31/2023
     COWZ39,951$2,077 12/31/2023
Triumph Capital Management34,883$2,026 03/31/2024
     COWZ34,883$2,026 03/31/2024
Assetmark Inc.38,765$2,015 12/31/2023
     COWZ38,765$2,015 12/31/2023
Weaver Consulting Group34,221$1,989 03/31/2024
     COWZ34,221$1,989 03/31/2024
Apollon Financial LLC37,908$1,971 12/31/2023
     COWZ37,908$1,971 12/31/2023
Mayfair Advisory Group LLC33,724$1,960 03/31/2024
     COWZ33,724$1,960 03/31/2024
Sandbox Financial Partners LLC33,333$1,937 03/31/2024
     COWZ33,333$1,937 03/31/2024
Camarda Financial Advisors LLC37,207$1,934 12/31/2023
     COWZ37,207$1,934 12/31/2023
Encompass More Asset Management36,935$1,920 12/31/2023
     COWZ36,935$1,920 12/31/2023
Sontag Advisory LLC36,861$1,916 12/31/2023
     COWZ36,861$1,916 12/31/2023
Connectus Wealth LLC36,816$1,914 12/31/2023
     COWZ36,816$1,914 12/31/2023
Stewardship Advisors LLC32,860$1,909 03/31/2024
     COWZ32,860$1,909 03/31/2024
Herold Advisors Inc.36,687$1,907 12/31/2023
     COWZ36,687$1,907 12/31/2023
Ameritas Advisory Services LLC36,316$1,903 12/31/2023
     COWZ36,316$1,903 12/31/2023
Firestone Capital Management36,482$1,897 12/31/2023
     COWZ36,482$1,897 12/31/2023
NCM Capital Management LLC36,231$1,884 12/31/2023
     COWZ36,231$1,884 12/31/2023
Snowden Capital Advisors LLC $1,864 12/31/2023
     COWZ30,762$1,599 12/31/2023
     INDUSTRIAL RELET6,325$265 12/31/2023
Mainstay Capital Management LLC ADV35,331$1,837 12/31/2023
     COWZ35,331$1,837 12/31/2023
MTM Investment Management LLC31,112$1,808 03/31/2024
     COWZ31,112$1,808 03/31/2024
Atlas Wealth LLC35,705$1,765 12/31/2023
     COWZ35,705$1,765 12/31/2023
Credit Suisse AG33,156$1,724 12/31/2023
     COWZ33,156$1,724 12/31/2023
Principal Securities Inc.33,088$1,720 12/31/2023
     COWZ33,088$1,720 12/31/2023
Householder Group Estate & Retirement Specialist LLC33,050$1,718 12/31/2023
     COWZ33,050$1,718 12/31/2023
Nwam LLC32,719$1,701 12/31/2023
     COWZ32,719$1,701 12/31/2023
Able Wealth Management LLC32,563$1,693 12/31/2023
     COWZ32,563$1,693 12/31/2023
Fagan Associates Inc.31,797$1,653 12/31/2023
     COWZ31,797$1,653 12/31/2023
Private Trust Co. NA28,392$1,650 03/31/2024
     COWZ28,392$1,650 03/31/2024
Planning Capital Management Corp28,325$1,646 03/31/2024
     COWZ28,325$1,646 03/31/2024
Creekmur Asset Management LLC31,568$1,641 12/31/2023
     COWZ31,568$1,641 12/31/2023
Trustmark National Bank Trust Department31,474$1,636 12/31/2023
     COWZ31,474$1,636 12/31/2023
TruWealth Advisors LLC28,021$1,628 03/31/2024
     COWZ28,021$1,628 03/31/2024
Paragon Advisors LLC31,181$1,621 12/31/2023
     COWZ31,181$1,621 12/31/2023
Investment Partners Asset Management Inc.27,732$1,612 03/31/2024
     COWZ27,732$1,612 03/31/2024
Synovus Financial Corp30,975$1,610 12/31/2023
     COWZ30,975$1,610 12/31/2023
Tyler Stone Wealth Management30,966$1,610 12/31/2023
     COWZ30,966$1,610 12/31/2023
Intrepid Financial Planning Group LLC30,941$1,609 12/31/2023
     COWZ30,941$1,609 12/31/2023
Lunt Capital Management Inc.27,372$1,591 03/31/2024
     COWZ27,372$1,591 03/31/2024
Personal CFO Solutions LLC30,309$1,576 12/31/2023
     COWZ30,309$1,576 12/31/2023
Secured Retirement Advisors LLC30,222$1,571 12/31/2023
     COWZ30,222$1,571 12/31/2023
Eudaimonia Partners LLC26,842$1,560 03/31/2024
     COWZ26,842$1,560 03/31/2024
Fidelis Capital Partners LLC29,929$1,556 12/31/2023
     COWZ29,929$1,556 12/31/2023
New England Private Wealth Advisors LLC29,339$1,525 12/31/2023
     COWZ29,339$1,525 12/31/2023
The PNC Financial Services Group Inc. $1,506 12/31/2023
     COWZ28,578$1,486 12/31/2023
     INDUSTRIAL REL471$20 12/31/2023
WNY Asset Management LLC28,958$1,506 12/31/2023
     COWZ28,958$1,506 12/31/2023
Empirical Asset Management LLC28,817$1,498 12/31/2023
     COWZ28,817$1,498 12/31/2023
Verity Asset Management Inc.28,323$1,472 12/31/2023
     COWZ28,323$1,472 12/31/2023
Integrated Advisors Network LLC27,803$1,445 12/31/2023
     COWZ27,803$1,445 12/31/2023
Cedar Brook Financial Partners LLC24,774$1,440 03/31/2024
     COWZ24,774$1,440 03/31/2024
Saxony Capital Management LLC27,487$1,429 12/31/2023
     COWZ27,487$1,429 12/31/2023
Rollins Financial27,475$1,428 12/31/2023
     COWZ27,475$1,428 12/31/2023
Rollins Financial Advisors LLC27,475$1,428 12/31/2023
     COWZ27,475$1,428 12/31/2023
Coastal Investment Advisors Inc.24,421$1,419 03/31/2024
     COWZ24,421$1,419 03/31/2024
Western Wealth Management LLC27,201$1,414 12/31/2023
     COWZ27,201$1,414 12/31/2023
Custom Index Systems LLC25,905$1,347 12/31/2023
     COWZ25,905$1,347 12/31/2023
Miller Investment Management LP25,503$1,326 12/31/2023
     COWZ25,503$1,326 12/31/2023
Atlas Wealth Partners LLC25,359$1,317 12/31/2023
     COWZ25,359$1,317 12/31/2023
Long Island Wealth Management Inc.25,182$1,309 12/31/2023
     COWZ25,182$1,309 12/31/2023
Gainplan LLC22,471$1,306 03/31/2024
     COWZ22,471$1,306 03/31/2024
Signature Securities Group Corporation22,206$1,290 03/31/2024
     COWZ22,206$1,290 03/31/2024
BlueChip Wealth Advisors LLC24,778$1,288 12/31/2023
     COWZ24,778$1,288 12/31/2023
Altus Wealth Group LLC23,562$1,225 12/31/2023
     COWZ23,562$1,225 12/31/2023
DHK Financial Advisors Inc.23,393$1,223 12/31/2023
     COWZ23,393$1,223 12/31/2023
Oder Investment Management LLC23,452$1,219 12/31/2023
     COWZ23,452$1,219 12/31/2023
Strategic Blueprint LLC20,856$1,212 03/31/2024
     COWZ20,856$1,212 03/31/2024
Fortis Capital Advisors LLC23,294$1,211 12/31/2023
     COWZ23,294$1,211 12/31/2023
Ballew Advisors Inc21,057$1,201 03/31/2024
     COWZ21,057$1,201 03/31/2024
AllSquare Wealth Management LLC23,005$1,196 12/31/2023
     COWZ23,005$1,196 12/31/2023
Whitaker Myers Wealth Managers LTD.20,405$1,186 03/31/2024
     COWZ20,405$1,186 03/31/2024
1858 Wealth Management LLC20,190$1,173 03/31/2024
     COWZ20,190$1,173 03/31/2024
B & T Capital Management DBA Alpha Capital Management20,023$1,164 03/31/2024
     COWZ20,023$1,164 03/31/2024
Edge Financial Advisors LLC20,026$1,163 03/31/2024
     COWZ20,026$1,163 03/31/2024
HF Advisory Group LLC19,994$1,162 03/31/2024
     COWZ19,994$1,162 03/31/2024
Change Path LLC22,268$1,158 12/31/2023
     COWZ22,268$1,158 12/31/2023
Allie Family Office LLC22,113$1,153 12/31/2023
     COWZ22,113$1,153 12/31/2023
White Knight Strategic Wealth Advisors LLC21,844$1,136 12/31/2023
     COWZ21,844$1,136 12/31/2023
Napa Wealth Management21,717$1,129 12/31/2023
     COWZ21,717$1,129 12/31/2023
Vicus Capital19,408$1,128 03/31/2024
     COWZ19,408$1,128 03/31/2024
Betterment LLC21,421$1,114 12/31/2023
     COWZ21,421$1,114 12/31/2023
TrueWealth Advisors LLC19,030$1,106 03/31/2024
     COWZ19,030$1,106 03/31/2024
Beck Bode LLC20,923$1,088 12/31/2023
     COWZ20,923$1,088 12/31/2023
BigSur Wealth Management LLC20,596$1,077 12/31/2023
     COWZ20,596$1,077 12/31/2023
Centric Wealth Management20,902$1,076 12/31/2023
     COWZ20,902$1,076 12/31/2023
Hazlett Burt & Watson Inc.20,623$1,074 12/31/2023
     COWZ20,623$1,074 12/31/2023
Empire Financial Management Company LLC20,656$1,074 12/31/2023
     COWZ20,656$1,074 12/31/2023
One Capital Management LLC20,121$1,046 12/31/2023
     COWZ20,121$1,046 12/31/2023
Gotham Asset Management LLC19,990$1,039 12/31/2023
     COWZ19,990$1,039 12/31/2023
Stephens Inc. AR $1,033 12/31/2023
     COWZ15,055$783 12/31/2023
     INDUSTRIAL RELET5,970$250 12/31/2023
Inspire Advisors LLC19,346$1,006 12/31/2023
     COWZ19,346$1,006 12/31/2023
Compass Ion Advisors LLC17,247$1,002 03/31/2024
     COWZ17,247$1,002 03/31/2024
TRUE Private Wealth Advisors17,193$999 03/31/2024
     COWZ17,193$999 03/31/2024
Pillar Wealth Advisors LLC19,207$999 12/31/2023
     COWZ19,207$999 12/31/2023
Lake Street Financial LLC17,069$992 03/31/2024
     COWZ17,069$992 03/31/2024
Wealthsource Partners LLC18,910$983 12/31/2023
     COWZ18,910$983 12/31/2023
Valmark Advisers Inc.18,855$980 12/31/2023
     COWZ18,855$980 12/31/2023
Merit Financial Group LLC18,796$977 12/31/2023
     COWZ18,796$977 12/31/2023
Buckingham Strategic Partners18,693$972 12/31/2023
     COWZ18,693$972 12/31/2023
Greystone Financial Group LLC16,576$963 03/31/2024
     COWZ16,576$963 03/31/2024
Cypress Wealth Services LLC16,246$944 03/31/2024
     COWZ16,246$944 03/31/2024
Strategic Financial Concepts LLC16,246$944 03/31/2024
     COWZ16,246$944 03/31/2024
Compass Advisory Group LLC17,822$927 12/31/2023
     COWZ17,822$927 12/31/2023
IFG Advisory LLC17,680$919 12/31/2023
     COWZ17,680$919 12/31/2023
Capital Investment Advisory Services LLC15,423$896 03/31/2024
     COWZ15,423$896 03/31/2024
Total Clarity Wealth Management Inc.15,381$894 03/31/2024
     COWZ15,381$894 03/31/2024
Garden State Investment Advisory Services LLC17,133$893 12/31/2023
     COWZ17,133$893 12/31/2023
Scissortail Wealth Management LLC17,054$887 12/31/2023
     COWZ17,054$887 12/31/2023
Financial Sense Advisors Inc.15,057$875 03/31/2024
     COWZ15,057$875 03/31/2024
Atlas Private Wealth Advisors16,594$863 12/31/2023
     COWZ16,594$863 12/31/2023
SILVER OAK SECURITIES Inc16,444$855 12/31/2023
     COWZ16,444$855 12/31/2023
Fortis Capital Management LLC16,372$851 12/31/2023
     COWZ16,372$851 12/31/2023
Ausdal Financial Partners Inc.14,329$833 03/31/2024
     COWZ14,329$833 03/31/2024
Creative Planning $831 12/31/2023
     COWZ10,505$546 12/31/2023
     INDUSTRIAL RELET6,823$285 12/31/2023
Zega Financial LLC15,848$824 12/31/2023
     COWZ15,848$824 12/31/2023
Channel Wealth LLC13,959$811 03/31/2024
     COWZ13,959$811 03/31/2024
Alta Wealth Advisors LLC15,404$801 12/31/2023
     COWZ15,404$801 12/31/2023
Romano Brothers AND Company13,745$799 03/31/2024
     COWZ13,745$799 03/31/2024
Kingswood Wealth Advisors LLC13,655$793 03/31/2024
     COWZ13,655$793 03/31/2024
Journey Strategic Wealth LLC15,240$792 12/31/2023
     COWZ15,240$792 12/31/2023
Gateway Wealth Partners LLC14,819$770 12/31/2023
     COWZ14,819$770 12/31/2023
M Holdings Securities Inc.14,650$762 12/31/2023
     COWZ14,650$762 12/31/2023
Barometer Capital Management Inc.14,500$754 12/31/2023
     COWZ14,500$754 12/31/2023
Autumn Glory Partners LLC14,556$749 12/31/2023
     COWZ14,556$749 12/31/2023
Ergawealth Advisors Inc.14,314$744 12/31/2023
     COWZ14,314$744 12/31/2023
Lloyd Advisory Services LLC.12,786$743 03/31/2024
     COWZ12,786$743 03/31/2024
West Bancorporation Inc.13,985$727 12/31/2023
     COWZ13,985$727 12/31/2023
Aurora Private Wealth Inc.12,492$726 03/31/2024
     COWZ12,492$726 03/31/2024
National Bank of Canada FI13,677$715 12/31/2023
     COWZ13,677$715 12/31/2023
Dfpg Investments LLC13,723$714 12/31/2023
     COWZ13,723$714 12/31/2023
PFG Investments LLC12,211$710 03/31/2024
     COWZ12,211$710 03/31/2024
Anson Capital Inc.13,503$702 12/31/2023
     COWZ13,503$702 12/31/2023
Kellett Schaffner Wealth Advisors LLC11,975$696 03/31/2024
     COWZ11,975$696 03/31/2024
Bank of Montreal Can $692 12/31/2023
     INDUSTRIAL RELET11,486$471 12/31/2023
     COWZ4,220$221 12/31/2023
SOL Capital Management CO11,885$691 03/31/2024
     COWZ11,885$691 03/31/2024
Benedetti & Gucer Inc.13,236$688 12/31/2023
     COWZ13,236$688 12/31/2023
Wetzel Investment Advisors Inc.12,527$687 03/31/2024
     COWZ12,527$687 03/31/2024
OxenFree Capital LLC11,799$686 03/31/2024
     COWZ11,799$686 03/31/2024
Buckingham Strategic Wealth LLC13,146$683 12/31/2023
     COWZ13,146$683 12/31/2023
Tyche Wealth Partners LLC11,730$682 03/31/2024
     COWZ11,730$682 03/31/2024
Diligent Investors LLC13,100$681 12/31/2023
     COWZ13,100$681 12/31/2023
Crown Wealth Group LLC13,106$681 12/31/2023
     COWZ13,106$681 12/31/2023
Lowe Wealth Advisors LLC11,660$678 03/31/2024
     COWZ11,660$678 03/31/2024
Kraematon Investment Advisors Inc.12,883$670 12/31/2023
     COWZ12,883$670 12/31/2023
Redhawk Wealth Advisors Inc.12,742$662 12/31/2023
     COWZ12,742$662 12/31/2023
MBE Wealth Management LLC11,356$660 03/31/2024
     COWZ11,356$660 03/31/2024
Resurgent Financial Advisors LLC12,677$659 12/31/2023
     COWZ12,677$659 12/31/2023
Opal Wealth Advisors LLC11,273$655 03/31/2024
     COWZ11,273$655 03/31/2024
Sloy Dahl & Holst LLC11,205$651 03/31/2024
     COWZ11,205$651 03/31/2024
Savvy Advisors Inc.12,483$649 12/31/2023
     COWZ12,483$649 12/31/2023
Barnes Pettey Financial Advisors LLC12,309$640 12/31/2023
     COWZ12,309$640 12/31/2023
Barrett & Company Inc.10,992$639 03/31/2024
     COWZ10,992$639 03/31/2024
Birchcreek Wealth Management LLC12,283$639 12/31/2023
     COWZ12,283$639 12/31/2023
HB Wealth Management LLC12,295$639 12/31/2023
     COWZ12,295$639 12/31/2023
Trexquant Investment LP12,238$636 12/31/2023
     COWZ12,238$636 12/31/2023
Alpha Financial Partners LLC12,217$635 12/31/2023
     COWZ12,217$635 12/31/2023
Jones Financial Companies Lllp11,974$623 12/31/2023
     COWZ11,974$623 12/31/2023
Brown Advisory Inc.10,626$617 03/31/2024
     COWZ10,626$617 03/31/2024
SeaCrest Wealth Management LLC10,503$610 03/31/2024
     COWZ10,503$610 03/31/2024
Private Client Services LLC11,626$604 12/31/2023
     COWZ11,626$604 12/31/2023
L & S Advisors Inc11,275$586 12/31/2023
     COWZ11,275$586 12/31/2023
Capital Advisors Ltd. LLC9,740$566 03/31/2024
     COWZ9,740$566 03/31/2024
Beck Capital Management LLC10,822$563 12/31/2023
     COWZ10,822$563 12/31/2023
BKM Wealth Management LLC9,574$556 03/31/2024
     COWZ9,574$556 03/31/2024
Belvedere Trading LLC $556 12/31/2023
     Call10,700$556 12/31/2023
Smart Money Group LLC10,689$556 12/31/2023
     COWZ10,689$556 12/31/2023
Key Client Fiduciary Advisors LLC9,462$550 03/31/2024
     COWZ9,462$550 03/31/2024
LaSalle St. Investment Advisors LLC10,562$549 12/31/2023
     COWZ10,562$549 12/31/2023
Benchmark Wealth Management LLC9,423$548 03/31/2024
     COWZ9,423$548 03/31/2024
West Michigan Advisors LLC10,393$540 12/31/2023
     COWZ10,393$540 12/31/2023
Vertex Planning Partners LLC10,335$537 12/31/2023
     COWZ10,335$537 12/31/2023
Wealthcare Capital Management LLC9,228$536 03/31/2024
     COWZ9,228$536 03/31/2024
ProVise Management Group LLC10,041$522 12/31/2023
     COWZ10,041$522 12/31/2023
Dynamic Advisor Solutions LLC8,933$519 03/31/2024
     COWZ8,933$519 03/31/2024
Advisor Resource Council8,880$516 03/31/2024
     COWZ8,880$516 03/31/2024
Lion Street Advisors LLC8,859$515 03/31/2024
     COWZ8,859$515 03/31/2024
Pacitti Group Inc.9,854$515 12/31/2023
     COWZ9,854$515 12/31/2023
Berger Financial Group Inc8,840$514 03/31/2024
     COWZ8,840$514 03/31/2024
GSG Advisors LLC8,759$508 03/31/2024
     COWZ8,759$508 03/31/2024
WealthCare Investment Partners LLC8,720$507 03/31/2024
     COWZ8,720$507 03/31/2024
EWG Elevate Inc.8,704$506 03/31/2024
     COWZ8,704$506 03/31/2024
Bluesphere Advisors LLC8,716$506 03/31/2024
     COWZ8,716$506 03/31/2024
Capital Advisory Group Advisory Services LLC8,660$503 03/31/2024
     COWZ8,660$503 03/31/2024
NTV Asset Management LLC9,600$499 12/31/2023
     COWZ9,600$499 12/31/2023
Fountainhead AM LLC9,329$485 12/31/2023
     COWZ9,329$485 12/31/2023
Bey Douglas LLC9,302$484 12/31/2023
     COWZ9,302$484 12/31/2023
ARQ Wealth Advisors LLC9,165$476 12/31/2023
     COWZ9,165$476 12/31/2023
Trust Co. of Oklahoma7,797$453 03/31/2024
     COWZ7,797$453 03/31/2024
NBC Securities Inc.7,750$451 03/31/2024
     COWZ7,750$451 03/31/2024
FMR LLC8,674$451 12/31/2023
     COWZ8,674$451 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,573$446 12/31/2023
     COWZ8,573$446 12/31/2023
Breakwater Capital Group7,289$424 03/31/2024
     COWZ7,289$424 03/31/2024
Hamilton Wealth LLC8,093$421 12/31/2023
     COWZ8,093$421 12/31/2023
Arkadios Wealth Advisors7,927$412 12/31/2023
     COWZ7,927$412 12/31/2023
Financial Advisory Corp UT ADV7,031$409 03/31/2024
     COWZ7,031$409 03/31/2024
Essex Savings Bank6,916$402 03/31/2024
     COWZ6,916$402 03/31/2024
Tranquility Partners LLC7,725$402 12/31/2023
     COWZ7,725$402 12/31/2023
Advisory Alpha LLC7,718$401 12/31/2023
     COWZ7,718$401 12/31/2023
RSM US Wealth Management LLC7,671$401 12/31/2023
     COWZ7,671$401 12/31/2023
Callan Capital LLC7,689$400 12/31/2023
     COWZ7,689$400 12/31/2023
Prime Capital Investment Advisors LLC7,654$398 12/31/2023
     COWZ7,654$398 12/31/2023
Claro Advisors LLC6,772$394 03/31/2024
     COWZ6,772$394 03/31/2024
Rothschild Capital Partners LLC7,409$385 12/31/2023
     COWZ7,409$385 12/31/2023
Signal Advisors Wealth LLC6,603$384 03/31/2024
     COWZ6,603$384 03/31/2024
Private Portfolio Partners LLC7,341$382 12/31/2023
     COWZ7,341$382 12/31/2023
Coppell Advisory Solutions LLC7,355$382 12/31/2023
     COWZ7,355$382 12/31/2023
Wintrust Investments LLC7,256$377 12/31/2023
     COWZ7,256$377 12/31/2023
Powers Advisory Group LLC6,445$375 03/31/2024
     COWZ6,445$375 03/31/2024
The Manufacturers Life Insurance Company 7,217$375 12/31/2023
     COWZ7,217$375 12/31/2023
Parallel Advisors LLC7,166$373 12/31/2023
     COWZ7,166$373 12/31/2023
Trust Point Inc.6,284$365 03/31/2024
     COWZ6,284$365 03/31/2024
MWA Asset Management7,015$365 12/31/2023
     COWZ7,015$365 12/31/2023
STA Wealth Management LLC6,968$362 12/31/2023
     COWZ6,968$362 12/31/2023
Diversified Trust Co6,165$358 03/31/2024
     COWZ6,165$358 03/31/2024
Resource Planning Group6,647$346 12/31/2023
     COWZ6,647$346 12/31/2023
Quad Cities Investment Group LLC5,877$342 03/31/2024
     COWZ5,877$342 03/31/2024
Soundwatch Capital LLC6,586$342 12/31/2023
     COWZ6,586$342 12/31/2023
Congress Wealth Management LLC DE 5,696$331 03/31/2024
     COWZ5,696$331 03/31/2024
Hofer & Associates. Inc5,672$330 03/31/2024
     COWZ5,672$330 03/31/2024
Delta Investment Management LLC6,262$326 12/31/2023
     COWZ6,262$326 12/31/2023
Quantinno Capital Management LP6,260$325 12/31/2023
     COWZ6,260$325 12/31/2023
Spire Wealth Management5,567$323 03/31/2024
     COWZ5,567$323 03/31/2024
Pathstone Holdings LLC6,026$313 12/31/2023
     COWZ6,026$313 12/31/2023
Wunderlich Capital Managemnt6,000$312 12/31/2023
     COWZ6,000$312 12/31/2023
WESPAC Advisors SoCal LLC5,350$311 03/31/2024
     COWZ5,350$311 03/31/2024
Modera Wealth Management LLC5,931$308 12/31/2023
     COWZ5,931$308 12/31/2023
Lowery Thomas LLC5,927$308 12/31/2023
     COWZ5,927$308 12/31/2023
Independent Advisor Alliance5,899$307 12/31/2023
     COWZ5,899$307 12/31/2023
Sachetta LLC5,800$302 12/31/2023
     COWZ5,800$302 12/31/2023
Jacobi Capital Management LLC5,675$295 12/31/2023
     COWZ5,675$295 12/31/2023
Emfo LLC5,623$292 12/31/2023
     COWZ5,623$292 12/31/2023
Honkamp Krueger Financial Services Inc.5,547$288 12/31/2023
     COWZ5,547$288 12/31/2023
Signaturefd LLC5,532$288 12/31/2023
     COWZ5,532$288 12/31/2023
Wagner Wealth Management LLC4,924$286 03/31/2024
     COWZ4,924$286 03/31/2024
EP Wealth Advisors LLC5,489$285 12/31/2023
     COWZ5,489$285 12/31/2023
Ellerson Group Inc. ADV5,455$284 12/31/2023
     COWZ5,455$284 12/31/2023
Consolidated Portfolio Review Corp5,417$282 12/31/2023
     COWZ5,417$282 12/31/2023
Insigneo Advisory Services LLC5,376$281 12/31/2023
     COWZ5,376$281 12/31/2023
SFG Wealth Management LLC.4,822$280 03/31/2024
     COWZ4,822$280 03/31/2024
Front Row Advisors LLC5,351$280 12/31/2023
     COWZ5,351$280 12/31/2023
Townsquare Capital LLC5,327$277 12/31/2023
     COWZ5,327$277 12/31/2023
M3 Advisory Group LLC5,296$275 12/31/2023
     COWZ5,296$275 12/31/2023
Ashton Thomas Private Wealth LLC4,678$272 03/31/2024
     COWZ4,678$272 03/31/2024
Two Sigma Investments LP $272 12/31/2023
     INDUSTRIAL RELET6,500$272 12/31/2023
Forte Capital LLC ADV5,186$270 12/31/2023
     COWZ5,186$270 12/31/2023
Bard Associates Inc. $269 12/31/2023
     INDUSTRIAL RELET6,418$269 12/31/2023
StrategIQ Financial Group LLC5,160$268 12/31/2023
     COWZ5,160$268 12/31/2023
CAPROCK Group Inc.5,098$267 12/31/2023
     COWZ5,098$267 12/31/2023
Simplicity Wealth LLC4,485$261 03/31/2024
     COWZ4,485$261 03/31/2024
Glass Jacobson Investment Advisors llc4,399$256 03/31/2024
     COWZ4,399$256 03/31/2024
Ancora Advisors LLC4,785$249 12/31/2023
     COWZ4,785$249 12/31/2023
XML Financial LLC4,794$249 12/31/2023
     COWZ4,794$249 12/31/2023
CRA Financial Services LLC4,225$246 03/31/2024
     COWZ4,225$246 03/31/2024
Green Harvest Asset Management LLC4,738$246 12/31/2023
     COWZ4,738$246 12/31/2023
Arete Wealth Advisors LLC4,696$244 12/31/2023
     COWZ4,696$244 12/31/2023
Derbend Asset Management4,690$244 12/31/2023
     COWZ4,690$244 12/31/2023
Pallas Capital Advisors LLC3,985$232 03/31/2024
     COWZ3,985$232 03/31/2024
Santori & Peters Inc.3,895$226 03/31/2024
     COWZ3,895$226 03/31/2024
WealthTrust Asset Management LLC4,318$225 12/31/2023
     COWZ4,318$225 12/31/2023
Sawtooth Solutions LLC4,316$224 12/31/2023
     COWZ4,316$224 12/31/2023
Bleakley Financial Group LLC4,316$224 12/31/2023
     COWZ4,316$224 12/31/2023
Resources Investment Advisors LLC.4,295$223 12/31/2023
     COWZ4,295$223 12/31/2023
Paragon Private Wealth Management LLC4,204$219 12/31/2023
     COWZ4,204$219 12/31/2023
Goldman Sachs Group Inc.4,189$218 12/31/2023
     COWZ4,189$218 12/31/2023
Castleview Partners LLC4,016$209 12/31/2023
     COWZ4,016$209 12/31/2023
UP Strategic Wealth Investment Advisors LLC4,023$209 12/31/2023
     COWZ4,023$209 12/31/2023
Koshinski Asset Management Inc.4,000$208 12/31/2023
     COWZ4,000$208 12/31/2023
Accel Wealth Management3,570$207 03/31/2024
     COWZ3,570$207 03/31/2024
Verus Capital Partners LLC3,963$206 12/31/2023
     COWZ3,963$206 12/31/2023
Latitude Advisors LLC3,501$203 03/31/2024
     COWZ3,501$203 03/31/2024
Nordwand Advisors LLC3,411$177 12/31/2023
     COWZ3,411$177 12/31/2023
Whittier Trust Co.3,144$163 12/31/2023
     COWZ3,144$163 12/31/2023
DHJJ Financial Advisors Ltd.2,570$149 03/31/2024
     COWZ2,570$149 03/31/2024
JTC Employer Solutions Trusteee Ltd2,500$144 03/31/2024
     COWZ2,500$144 03/31/2024
Harbor Investment Advisory LLC2,296$133 03/31/2024
     COWZ2,296$133 03/31/2024
Bell Investment Advisors Inc2,337$122 12/31/2023
     COWZ2,337$122 12/31/2023
Pinnacle Bank2,075$121 03/31/2024
     COWZ2,075$121 03/31/2024
Asset Dedication LLC2,069$120 03/31/2024
     COWZ2,069$120 03/31/2024
CENTRAL TRUST Co2,032$118 03/31/2024
     COWZ2,032$118 03/31/2024
Retirement Group LLC $104 12/31/2023
     BNCHMRK INDSTR2,070$87 12/31/2023
     COWZ350$17 12/31/2023
FinTrust Capital Advisors LLC1,864$97 12/31/2023
     COWZ1,864$97 12/31/2023
Huntington National Bank1,839$96 12/31/2023
     COWZ1,839$96 12/31/2023
Oakworth Capital Inc.1,568$91 03/31/2024
     COWZ1,568$91 03/31/2024
McIlrath & Eck LLC1,698$88 12/31/2023
     COWZ1,698$88 12/31/2023
Orion Capital Management LLC1,700$88 12/31/2023
     COWZ1,700$88 12/31/2023
Webster Bank N. A.1,420$83 03/31/2024
     COWZ1,420$83 03/31/2024
Cutler Group LP $78 03/31/2024
     COWZ1,333$77 03/31/2024
     Call1,100$1 03/31/2024
     Put100$0 03/31/2024
Anchor Investment Management LLC1,482$77 12/31/2023
     COWZ1,482$77 12/31/2023
TD Capital Management LLC1,384$72 12/31/2023
     COWZ1,384$72 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC1,388$72 12/31/2023
     COWZ1,388$72 12/31/2023
First Horizon Advisors Inc.1,154$67 03/31/2024
     COWZ1,154$67 03/31/2024
S.A. Mason LLC1,005$58 03/31/2024
     COWZ1,005$58 03/31/2024
PFG Private Wealth Management LLC967$56 03/31/2024
     COWZ967$56 03/31/2024
Salomon & Ludwin LLC1,142$56 12/31/2023
     COWZ1,142$56 12/31/2023
HBC Financial Services PLLC900$46 12/31/2023
     COWZ900$46 12/31/2023
Scarborough Advisors LLC868$45 12/31/2023
     COWZ868$45 12/31/2023
Register Financial Advisors LLC700$41 03/31/2024
     COWZ700$41 03/31/2024
Global Trust Asset Management LLC670$39 03/31/2024
     COWZ670$39 03/31/2024
Caldwell Sutter Capital Inc.657$38 03/31/2024
     COWZ657$38 03/31/2024
Plante Moran Financial Advisors LLC706$37 12/31/2023
     COWZ706$37 12/31/2023
WealthShield Partners LLC702$37 12/31/2023
     COWZ702$37 12/31/2023
Crewe Advisors LLC704$37 12/31/2023
     COWZ704$37 12/31/2023
Capital Analysts LLC664$35 12/31/2023
     COWZ664$35 12/31/2023
Bogart Wealth LLC574$33 03/31/2024
     COWZ574$33 03/31/2024
Tidemark LLC633$33 12/31/2023
     COWZ633$33 12/31/2023
HHM Wealth Advisors LLC610$32 12/31/2023
     COWZ610$32 12/31/2023
Simplex Trading LLC524$30 03/31/2024
     COWZ524$30 03/31/2024
Caitlin John LLC580$30 12/31/2023
     COWZ580$30 12/31/2023
VitalStone Financial LLC559$29 12/31/2023
     COWZ559$29 12/31/2023
Rocky Mountain Advisers LLC445$26 03/31/2024
     COWZ445$26 03/31/2024
Newbridge Financial Services Group Inc. $26 03/31/2024
     COWZ268$16 03/31/2024
     INDUSTRIAL RELET250$10 03/31/2024
NewSquare Capital LLC501$26 12/31/2023
     COWZ501$26 12/31/2023
Investors Research Corp496$26 12/31/2023
     COWZ496$26 12/31/2023
American Capital Advisory LLC500$26 12/31/2023
     COWZ500$26 12/31/2023
Pineridge Advisors LLC450$23 12/31/2023
     COWZ450$23 12/31/2023
Farther Finance Advisors LLC431$22 12/31/2023
     COWZ431$22 12/31/2023
Optimum Investment Advisors350$20 03/31/2024
     COWZ350$20 03/31/2024
Truvestments Capital LLC390$20 12/31/2023
     COWZ390$20 12/31/2023
FSA Wealth Management LLC363$19 12/31/2023
     COWZ363$19 12/31/2023
Sunbelt Securities Inc.292$17 03/31/2024
     COWZ292$17 03/31/2024
Hobbs Group Advisors LLC328$17 12/31/2023
     COWZ328$17 12/31/2023
Larson Financial Group LLC289$15 12/31/2023
     COWZ289$15 12/31/2023
Blue Bell Private Wealth Management LLC236$14 03/31/2024
     COWZ236$14 03/31/2024
ICA Group Wealth Management LLC272$14 12/31/2023
     COWZ272$14 12/31/2023
IAG Wealth Partners LLC200$12 03/31/2024
     COWZ200$12 03/31/2024
Winch Advisory Services LLC234$12 12/31/2023
     COWZ234$12 12/31/2023
Cherry Tree Wealth Management LLC230$12 12/31/2023
     COWZ230$12 12/31/2023
Ronald Blue Trust Inc. $11 12/31/2023
     INDUSTRIAL RELET210$7 12/31/2023
     COWZ72$4 12/31/2023
New England Capital Financial Advisors LLC218$11 12/31/2023
     COWZ218$11 12/31/2023
Indiana Trust & Investment Management CO155$9 03/31/2024
     COWZ155$9 03/31/2024
Northwest Financial Advisors179$9 12/31/2023
     COWZ179$9 12/31/2023
BOKF NA161$8 12/31/2023
     COWZ161$8 12/31/2023
Laurel Wealth Advisors LLC95$5 12/31/2023
     COWZ95$5 12/31/2023
Sound Financial Strategies Group LLC83$4 12/31/2023
     COWZ83$4 12/31/2023
UMB Bank N A MO50$3 03/31/2024
     COWZ50$3 03/31/2024
MV Capital Management Inc.54$3 03/31/2024
     COWZ54$3 03/31/2024
Sound Income Strategies LLC46$3 03/31/2024
     COWZ46$3 03/31/2024
SOA Wealth Advisors LLC.60$3 03/31/2024
     COWZ60$3 03/31/2024
First Manhattan Co.67$3 12/31/2023
     COWZ67$3 12/31/2023
Ameritas Investment Partners Inc.53$3 12/31/2023
     COWZ53$3 12/31/2023
HM Payson & Co.29$2 12/31/2023
     COWZ29$2 12/31/2023
Sanders Morris Harris LLC19$1 03/31/2024
     COWZ19$1 03/31/2024
Atticus Wealth Management LLC25$1 03/31/2024
     COWZ25$1 03/31/2024
Activest Wealth Management19$1 03/31/2024
     COWZ19$1 03/31/2024
BNP Paribas Arbitrage SA5$0 12/31/2023
     COWZ5$0 12/31/2023

See Summary: Institutional Holders of COWZ
See Details: Top 10 Hedge Funds Holding COWZ
Also See: COWZ Holdings Changes

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