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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | | $3,286,867 | 12/31/2023 | COWZ | 63,007,438 | $3,275,757 | 12/31/2023 | INDUSTRIAL RELET | 265,542 | $11,110 | 12/31/2023 | Morgan Stanley | | $1,188,542 | 12/31/2023 | COWZ | 22,736,572 | $1,182,074 | 12/31/2023 | INDUSTRIAL RELET | 154,595 | $6,468 | 12/31/2023 | LPL Financial LLC | 15,040,403 | $781,950 | 12/31/2023 | COWZ | 15,040,403 | $781,950 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | | $642,280 | 12/31/2023 | COWZ | 12,170,245 | $632,730 | 12/31/2023 | INDUSTRIAL RELET | 228,257 | $9,550 | 12/31/2023 | Wells Fargo & Company MN | 9,498,765 | $493,841 | 12/31/2023 | COWZ | 9,498,765 | $493,841 | 12/31/2023 | Advisor Group Holdings Inc. | | $484,828 | 12/31/2023 | COWZ | 9,207,149 | $478,747 | 12/31/2023 | INDUSTRIAL RELET | 145,333 | $6,081 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 6,473,945 | $376,201 | 03/31/2024 | COWZ | 6,473,945 | $376,201 | 03/31/2024 | Raymond James & Associates | 6,383,907 | $370,969 | 03/31/2024 | COWZ | 6,383,907 | $370,969 | 03/31/2024 | UBS Group AG | 6,339,263 | $329,578 | 12/31/2023 | COWZ | 6,339,263 | $329,578 | 12/31/2023 | Ameriprise Financial Inc. | 5,846,631 | $303,647 | 12/31/2023 | COWZ | 5,846,631 | $303,647 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 3,996,617 | $232,243 | 03/31/2024 | COWZ | 3,996,617 | $232,243 | 03/31/2024 | Royal Bank of Canada | | $213,987 | 12/31/2023 | COWZ | 4,050,503 | $210,585 | 12/31/2023 | INDUSTRIAL RELET | 81,303 | $3,402 | 12/31/2023 | Envestnet Asset Management Inc. | 3,903,127 | $202,924 | 12/31/2023 | COWZ | 3,903,127 | $202,924 | 12/31/2023 | Commonwealth Equity Services LLC | 3,552,043 | $184,671 | 12/31/2023 | COWZ | 3,552,043 | $184,671 | 12/31/2023 | Annex Advisory Services LLC | 2,462,464 | $143,094 | 03/31/2024 | COWZ | 2,462,464 | $143,094 | 03/31/2024 | Cetera Advisor Networks LLC | 1,907,690 | $99,181 | 12/31/2023 | COWZ | 1,907,690 | $99,181 | 12/31/2023 | Global Assets Advisory LLC | 1,694,524 | $98,469 | 03/31/2024 | COWZ | 1,694,524 | $98,469 | 03/31/2024 | Carlson Capital Management | 1,592,758 | $92,555 | 03/31/2024 | COWZ | 1,592,758 | $92,555 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 1,519,653 | $88,307 | 03/31/2024 | COWZ | 1,519,653 | $88,307 | 03/31/2024 | HighTower Advisors LLC | 1,461,840 | $75,962 | 12/31/2023 | COWZ | 1,461,840 | $75,962 | 12/31/2023 | Janney Montgomery Scott LLC | 1,439,487 | $74,839 | 12/31/2023 | COWZ | 1,439,487 | $74,839 | 12/31/2023 | Stifel Financial Corp | 1,406,894 | $73,145 | 12/31/2023 | COWZ | 1,406,894 | $73,145 | 12/31/2023 | MML Investors Services LLC | 1,343,478 | $69,847 | 12/31/2023 | COWZ | 1,343,478 | $69,847 | 12/31/2023 | Axxcess Wealth Management LLC | 1,325,765 | $68,927 | 12/31/2023 | COWZ | 1,325,765 | $68,927 | 12/31/2023 | Requisite Capital Management LLC | 1,152,769 | $66,987 | 03/31/2024 | COWZ | 1,152,769 | $66,987 | 03/31/2024 | Capital Asset Advisory Services LLC | 1,071,877 | $62,040 | 03/31/2024 | COWZ | 1,071,877 | $62,040 | 03/31/2024 | Kestra Advisory Services LLC | | $62,001 | 12/31/2023 | COWZ | 1,172,292 | $60,947 | 12/31/2023 | LUNT LRG CP ALTR | 25,196 | $1,054 | 12/31/2023 | Baird Financial Group Inc. | 937,817 | $48,757 | 12/31/2023 | COWZ | 937,817 | $48,757 | 12/31/2023 | Intelligence Driven Advisers LLC | 935,241 | $48,361 | 12/31/2023 | COWZ | 935,241 | $48,361 | 12/31/2023 | Orion Portfolio Solutions LLC | 899,617 | $46,870 | 12/31/2023 | COWZ | 899,617 | $46,870 | 12/31/2023 | RVW Wealth LLC | 764,213 | $44,408 | 03/31/2024 | COWZ | 764,213 | $44,408 | 03/31/2024 | Mariner LLC | | $43,678 | 12/31/2023 | COWZ | 835,536 | $43,440 | 12/31/2023 | INDUSTRIAL RELET | 5,684 | $238 | 12/31/2023 | O Brien Wealth Partners LLC | 751,340 | $43,660 | 03/31/2024 | COWZ | 751,340 | $43,660 | 03/31/2024 | Private Advisor Group LLC | | $43,079 | 12/31/2023 | COWZ | 784,958 | $40,810 | 12/31/2023 | INDUSTRIAL RELET | 54,229 | $2,269 | 12/31/2023 | Sfmg LLC | 819,962 | $42,630 | 12/31/2023 | COWZ | 819,962 | $42,630 | 12/31/2023 | Great Valley Advisor Group Inc. | 803,034 | $41,750 | 12/31/2023 | COWZ | 803,034 | $41,750 | 12/31/2023 | Evensky & Katz LLC | 699,261 | $40,634 | 03/31/2024 | COWZ | 699,261 | $40,634 | 03/31/2024 | Northeast Financial Consultants Inc | 768,032 | $39,930 | 12/31/2023 | COWZ | 768,032 | $39,930 | 12/31/2023 | Equitable Holdings Inc. | 766,130 | $39,831 | 12/31/2023 | COWZ | 766,130 | $39,831 | 12/31/2023 | Cetera Investment Advisers | | $39,462 | 12/31/2023 | COWZ | 741,304 | $38,540 | 12/31/2023 | INDUSTRIAL RELET | 22,041 | $922 | 12/31/2023 | Wade G W & Inc. | 725,784 | $37,734 | 12/31/2023 | COWZ | 725,784 | $37,734 | 12/31/2023 | Avantax Advisory Services Inc. | 724,681 | $37,676 | 12/31/2023 | COWZ | 724,681 | $37,676 | 12/31/2023 | Edge Capital Group LLC | 681,172 | $35,414 | 12/31/2023 | COWZ | 681,172 | $35,414 | 12/31/2023 | Atria Wealth Solutions Inc. | 667,294 | $34,771 | 12/31/2023 | COWZ | 667,294 | $34,771 | 12/31/2023 | Steward Partners Investment Advisory LLC | 664,034 | $34,523 | 12/31/2023 | COWZ | 664,034 | $34,523 | 12/31/2023 | JPMorgan Chase & Co. | 660,068 | $34,317 | 12/31/2023 | COWZ | 660,068 | $34,317 | 12/31/2023 | Provident Wealth Management LLC | 581,972 | $33,818 | 03/31/2024 | COWZ | 581,972 | $33,818 | 03/31/2024 | Cetera Advisors LLC | 640,941 | $33,323 | 12/31/2023 | COWZ | 640,941 | $33,323 | 12/31/2023 | Oppenheimer & Co. Inc. | 602,365 | $31,317 | 12/31/2023 | COWZ | 602,365 | $31,317 | 12/31/2023 | Unique Wealth LLC | 537,666 | $31,236 | 03/31/2024 | COWZ | 537,666 | $31,236 | 03/31/2024 | Lee Financial Group Hawaii Inc. | 530,359 | $30,819 | 03/31/2024 | COWZ | 530,359 | $30,819 | 03/31/2024 | CI Private Wealth LLC | 579,076 | $30,106 | 12/31/2023 | COWZ | 579,076 | $30,106 | 12/31/2023 | Rockefeller Capital Management L.P. | 576,151 | $29,954 | 12/31/2023 | COWZ | 576,151 | $29,954 | 12/31/2023 | Wealthcare Advisory Partners LLC | 486,693 | $28,282 | 03/31/2024 | COWZ | 486,693 | $28,282 | 03/31/2024 | Venture Visionary Partners LLC | 524,727 | $27,281 | 12/31/2023 | COWZ | 524,727 | $27,281 | 12/31/2023 | Affinity Wealth Management LLC | 464,621 | $26,999 | 03/31/2024 | COWZ | 464,621 | $26,999 | 03/31/2024 | Wiser Wealth Management Inc | 463,529 | $26,936 | 03/31/2024 | COWZ | 463,529 | $26,936 | 03/31/2024 | Brio Consultants LLC | 516,856 | $26,871 | 12/31/2023 | COWZ | 516,856 | $26,871 | 12/31/2023 | Citigroup Inc. | | $26,020 | 12/31/2023 | COWZ | 500,487 | $26,020 | 12/31/2023 | INDUSTRIAL RELET | 1 | $0 | 12/31/2023 | AlphaCore Capital LLC | 489,458 | $25,593 | 12/31/2023 | COWZ | 489,458 | $25,593 | 12/31/2023 | Hollencrest Capital Management | 486,151 | $25,275 | 12/31/2023 | COWZ | 486,151 | $25,275 | 12/31/2023 | Cooper Financial Group | 433,158 | $25,171 | 03/31/2024 | COWZ | 433,158 | $25,171 | 03/31/2024 | Paragon Capital Management Ltd | 421,418 | $24,489 | 03/31/2024 | COWZ | 421,418 | $24,489 | 03/31/2024 | ODonnell Financial Services LLC | 420,146 | $24,415 | 03/31/2024 | COWZ | 420,146 | $24,415 | 03/31/2024 | Foundations Investment Advisors LLC | 462,334 | $24,051 | 12/31/2023 | COWZ | 462,334 | $24,051 | 12/31/2023 | Sage Advisory Services Ltd.Co. | 399,759 | $23,230 | 03/31/2024 | COWZ | 399,759 | $23,230 | 03/31/2024 | IAM Advisory LLC | 390,982 | $22,720 | 03/31/2024 | COWZ | 390,982 | $22,720 | 03/31/2024 | Grant Street Asset Management Inc. | 426,889 | $22,194 | 12/31/2023 | COWZ | 426,889 | $22,194 | 12/31/2023 | Goldstein Advisors LLC | 426,553 | $22,176 | 12/31/2023 | COWZ | 426,553 | $22,176 | 12/31/2023 | WealthPLAN Partners LLC | 426,371 | $22,167 | 12/31/2023 | COWZ | 426,371 | $22,167 | 12/31/2023 | Foster Victor Wealth Advisors LLC | 377,708 | $21,514 | 03/31/2024 | COWZ | 377,708 | $21,514 | 03/31/2024 | Procyon Private Wealth Partners LLC | 368,107 | $21,391 | 03/31/2024 | COWZ | 368,107 | $21,391 | 03/31/2024 | Modern Wealth Management LLC | 405,679 | $21,091 | 12/31/2023 | COWZ | 405,679 | $21,091 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 404,204 | $21,015 | 12/31/2023 | COWZ | 404,204 | $21,015 | 12/31/2023 | Wealth Group Ltd | 402,782 | $20,864 | 12/31/2023 | COWZ | 402,782 | $20,864 | 12/31/2023 | Aprio Wealth Management LLC | 357,798 | $20,792 | 03/31/2024 | COWZ | 357,798 | $20,792 | 03/31/2024 | AE Wealth Management LLC | 390,107 | $20,258 | 12/31/2023 | COWZ | 390,107 | $20,258 | 12/31/2023 | Bank of New York Mellon Corp | 344,780 | $20,035 | 03/31/2024 | COWZ | 344,780 | $20,035 | 03/31/2024 | Certified Advisory Corp | 384,886 | $20,010 | 12/31/2023 | COWZ | 384,886 | $20,010 | 12/31/2023 | Thoroughbred Financial Services LLC | 384,343 | $19,982 | 12/31/2023 | COWZ | 384,343 | $19,982 | 12/31/2023 | PFG Advisors | 384,335 | $19,982 | 12/31/2023 | COWZ | 384,335 | $19,982 | 12/31/2023 | MAI Capital Management | 383,407 | $19,933 | 12/31/2023 | COWZ | 383,407 | $19,933 | 12/31/2023 | Smith Moore & CO. | 379,860 | $19,749 | 12/31/2023 | COWZ | 379,860 | $19,749 | 12/31/2023 | Sepio Capital LP | 377,954 | $19,650 | 12/31/2023 | COWZ | 377,954 | $19,650 | 12/31/2023 | Teamwork Financial Advisors LLC | 336,152 | $19,534 | 03/31/2024 | COWZ | 336,152 | $19,534 | 03/31/2024 | Cora Capital Advisors LLC | 321,665 | $18,692 | 03/31/2024 | COWZ | 321,665 | $18,692 | 03/31/2024 | Captrust Financial Advisors | 356,698 | $18,545 | 12/31/2023 | COWZ | 356,698 | $18,545 | 12/31/2023 | Apexium Financial LP | 316,938 | $18,417 | 03/31/2024 | COWZ | 316,938 | $18,417 | 03/31/2024 | We Are One Seven LLC | 335,791 | $17,458 | 12/31/2023 | COWZ | 335,791 | $17,458 | 12/31/2023 | Stratos Wealth Partners LTD. | 300,092 | $17,438 | 03/31/2024 | COWZ | 300,092 | $17,438 | 03/31/2024 | Capital Advisors Wealth Management LLC | 293,957 | $17,082 | 03/31/2024 | COWZ | 293,957 | $17,082 | 03/31/2024 | Harbour Investments Inc. | | $16,688 | 12/31/2023 | COWZ | 320,794 | $16,678 | 12/31/2023 | INDUSTRIAL RELET | 233 | $10 | 12/31/2023 | CMC Financial Group | 316,782 | $16,400 | 12/31/2023 | COWZ | 316,782 | $16,400 | 12/31/2023 | D.A. Davidson & CO. | 314,475 | $16,350 | 12/31/2023 | COWZ | 314,475 | $16,350 | 12/31/2023 | Pacer Advisors Inc. | 313,709 | $16,310 | 12/31/2023 | COWZ | 313,709 | $16,310 | 12/31/2023 | Socha Financial Group LLC | 312,057 | $16,224 | 12/31/2023 | COWZ | 312,057 | $16,224 | 12/31/2023 | Comerica Bank | | $15,933 | 12/31/2023 | COWZ | 305,030 | $15,858 | 12/31/2023 | COMMON | 1,799 | $75 | 12/31/2023 | Coulter & Justus Financial Services LLC | 302,595 | $15,732 | 12/31/2023 | COWZ | 302,595 | $15,732 | 12/31/2023 | Focus Financial Network Inc. ADV | 298,543 | $15,610 | 12/31/2023 | COWZ | 298,543 | $15,610 | 12/31/2023 | Columbia Advisory Partners LLC | 267,850 | $15,565 | 03/31/2024 | COWZ | 267,850 | $15,565 | 03/31/2024 | Cerity Partners LLC | 295,864 | $15,382 | 12/31/2023 | COWZ | 295,864 | $15,382 | 12/31/2023 | GWM Advisors LLC | 292,829 | $15,161 | 12/31/2023 | COWZ | 292,829 | $15,161 | 12/31/2023 | Truist Financial Corp | 291,527 | $15,157 | 12/31/2023 | COWZ | 291,527 | $15,157 | 12/31/2023 | Financial Advocates Investment Management | 290,175 | $14,975 | 12/31/2023 | COWZ | 290,175 | $14,975 | 12/31/2023 | Hudock Inc. | 276,892 | $14,396 | 12/31/2023 | COWZ | 276,892 | $14,396 | 12/31/2023 | Fermata Advisors LLC | 230,460 | $13,392 | 03/31/2024 | COWZ | 230,460 | $13,392 | 03/31/2024 | Per Stirling Capital Management LLC. | 256,883 | $13,355 | 12/31/2023 | COWZ | 256,883 | $13,355 | 12/31/2023 | Kestra Private Wealth Services LLC | 254,158 | $13,214 | 12/31/2023 | COWZ | 254,158 | $13,214 | 12/31/2023 | Holland Advisory Services Inc. | 226,942 | $13,188 | 03/31/2024 | COWZ | 226,942 | $13,188 | 03/31/2024 | American Planning Services Inc. | 252,540 | $13,130 | 12/31/2023 | COWZ | 252,540 | $13,130 | 12/31/2023 | Sigma Planning Corp | 252,250 | $13,114 | 12/31/2023 | COWZ | 252,250 | $13,114 | 12/31/2023 | McAlister Sweet & Associates Inc. | 224,945 | $13,072 | 03/31/2024 | COWZ | 224,945 | $13,072 | 03/31/2024 | Day & Ennis LLC | 247,251 | $12,855 | 12/31/2023 | COWZ | 247,251 | $12,855 | 12/31/2023 | Gladstone Institutional Advisory LLC | 236,506 | $12,296 | 12/31/2023 | COWZ | 236,506 | $12,296 | 12/31/2023 | Clay Northam Wealth Management LLC | | $12,281 | 03/31/2024 | COWZ | 207,141 | $12,037 | 03/31/2024 | INDUSTRIAL RELET | 6,145 | $244 | 03/31/2024 | J.W. Cole Advisors Inc. | 233,228 | $12,126 | 12/31/2023 | COWZ | 233,228 | $12,126 | 12/31/2023 | Beaumont Financial Advisors LLC | 232,503 | $12,088 | 12/31/2023 | COWZ | 232,503 | $12,088 | 12/31/2023 | Benchmark Financial Wealth Advisors LLC | 207,082 | $12,034 | 03/31/2024 | COWZ | 207,082 | $12,034 | 03/31/2024 | Moneywise Inc. | 206,145 | $11,979 | 03/31/2024 | COWZ | 206,145 | $11,979 | 03/31/2024 | Ballast Inc. | 227,812 | $11,844 | 12/31/2023 | COWZ | 227,812 | $11,844 | 12/31/2023 | Global Retirement Partners LLC | 200,092 | $11,627 | 03/31/2024 | COWZ | 200,092 | $11,627 | 03/31/2024 | National Asset Management Inc. | 222,037 | $11,610 | 12/31/2023 | COWZ | 222,037 | $11,610 | 12/31/2023 | CWM LLC | 197,787 | $11,493 | 03/31/2024 | COWZ | 197,787 | $11,493 | 03/31/2024 | Citadel Advisors LLC | | $11,254 | 12/31/2023 | COWZ | 203,464 | $10,578 | 12/31/2023 | Call | 17,100 | $889 | 12/31/2023 | Put | 4,100 | $213 | 12/31/2023 | Prospera Financial Services Inc | 210,201 | $10,928 | 12/31/2023 | COWZ | 210,201 | $10,928 | 12/31/2023 | Financial Planning & Information Services Inc. | 202,699 | $10,538 | 12/31/2023 | COWZ | 202,699 | $10,538 | 12/31/2023 | RFG Advisory LLC | 181,242 | $10,532 | 03/31/2024 | COWZ | 181,242 | $10,532 | 03/31/2024 | Instrumental Wealth LLC | 200,690 | $10,247 | 12/31/2023 | COWZ | 200,690 | $10,247 | 12/31/2023 | Fortress Wealth Group LLC | 196,547 | $10,240 | 12/31/2023 | COWZ | 196,547 | $10,240 | 12/31/2023 | Madrona Financial Services LLC | 173,979 | $10,110 | 03/31/2024 | COWZ | 173,979 | $10,110 | 03/31/2024 | HBW Advisory Services LLC | | $9,967 | 03/31/2024 | COWZ | 149,331 | $8,678 | 03/31/2024 | INDUSTRIAL RELET | 30,807 | $1,289 | 03/31/2024 | CoreCap Advisors LLC | 191,493 | $9,956 | 12/31/2023 | COWZ | 191,493 | $9,956 | 12/31/2023 | Plan Group Financial LLC | 167,249 | $9,719 | 03/31/2024 | COWZ | 167,249 | $9,719 | 03/31/2024 | Flagship Harbor Advisors LLC | 164,356 | $9,551 | 03/31/2024 | COWZ | 164,356 | $9,551 | 03/31/2024 | Pasadena Private Wealth LLC | 164,203 | $9,542 | 03/31/2024 | COWZ | 164,203 | $9,542 | 03/31/2024 | Wedbush Securities Inc. | 180,624 | $9,391 | 12/31/2023 | COWZ | 180,624 | $9,391 | 12/31/2023 | Chicago Wealth Management Inc. | 177,007 | $9,203 | 12/31/2023 | COWZ | 177,007 | $9,203 | 12/31/2023 | SPC Financial Inc. | 176,034 | $9,152 | 12/31/2023 | COWZ | 176,034 | $9,152 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 174,256 | $9,060 | 12/31/2023 | COWZ | 174,256 | $9,060 | 12/31/2023 | Creative Financial Designs Inc. ADV | 173,698 | $9,031 | 12/31/2023 | COWZ | 173,698 | $9,031 | 12/31/2023 | Pacific Wealth Management | 150,373 | $8,738 | 03/31/2024 | COWZ | 150,373 | $8,738 | 03/31/2024 | KilterHowling LLC | 166,331 | $8,621 | 12/31/2023 | COWZ | 166,331 | $8,621 | 12/31/2023 | PSI Advisors LLC | 148,217 | $8,613 | 03/31/2024 | COWZ | 148,217 | $8,613 | 03/31/2024 | Presidio Capital Management LLC | 148,178 | $8,611 | 03/31/2024 | COWZ | 148,178 | $8,611 | 03/31/2024 | Swisher Financial Concepts Inc. | 150,974 | $8,606 | 03/31/2024 | COWZ | 150,974 | $8,606 | 03/31/2024 | Main Street Financial Solutions LLC | 146,115 | $8,491 | 03/31/2024 | COWZ | 146,115 | $8,491 | 03/31/2024 | Clarus Wealth Advisors | 147,862 | $8,433 | 03/31/2024 | COWZ | 147,862 | $8,433 | 03/31/2024 | Chicago Partners Investment Group LLC | 151,011 | $8,402 | 03/31/2024 | COWZ | 151,011 | $8,402 | 03/31/2024 | Owen LaRue LLC | 160,809 | $8,360 | 12/31/2023 | COWZ | 160,809 | $8,360 | 12/31/2023 | Trademark Financial Management LLC | 159,832 | $8,310 | 12/31/2023 | COWZ | 159,832 | $8,310 | 12/31/2023 | Investment Advisory Services Inc. TX ADV | 142,213 | $8,264 | 03/31/2024 | COWZ | 142,213 | $8,264 | 03/31/2024 | RiverTree Advisors LLC | 141,939 | $8,248 | 03/31/2024 | COWZ | 141,939 | $8,248 | 03/31/2024 | ASB Consultores LLC | 158,400 | $8,235 | 12/31/2023 | COWZ | 158,400 | $8,235 | 12/31/2023 | Gerber LLC | 140,880 | $8,187 | 03/31/2024 | COWZ | 140,880 | $8,187 | 03/31/2024 | Echo Wealth Management LLC | 139,926 | $8,131 | 03/31/2024 | COWZ | 139,926 | $8,131 | 03/31/2024 | Oxler Private Wealth LLC | 139,766 | $8,122 | 03/31/2024 | COWZ | 139,766 | $8,122 | 03/31/2024 | Accordant Advisory Group Inc | 138,499 | $8,048 | 03/31/2024 | COWZ | 138,499 | $8,048 | 03/31/2024 | Financial Partners Group Inc | 153,886 | $8,001 | 12/31/2023 | COWZ | 153,886 | $8,001 | 12/31/2023 | Lincoln National Corp | | $7,878 | 12/31/2023 | COWZ | 144,202 | $7,497 | 12/31/2023 | INDUSTRIAL RELET | 9,101 | $381 | 12/31/2023 | Karpus Management Inc. | 149,803 | $7,788 | 12/31/2023 | COWZ | 149,803 | $7,788 | 12/31/2023 | Advisory Services Network LLC | 149,712 | $7,784 | 12/31/2023 | COWZ | 149,712 | $7,784 | 12/31/2023 | Jefferies Financial Group Inc. | 149,221 | $7,758 | 12/31/2023 | COWZ | 149,221 | $7,758 | 12/31/2023 | Castle Wealth Management LLC | | $7,726 | 12/31/2023 | COWZ | 112,859 | $5,900 | 12/31/2023 | INDUSTRIAL RELET | 43,633 | $1,826 | 12/31/2023 | Cozad Asset Management Inc. | 144,758 | $7,526 | 12/31/2023 | COWZ | 144,758 | $7,526 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 144,103 | $7,492 | 12/31/2023 | COWZ | 144,103 | $7,492 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 142,990 | $7,434 | 12/31/2023 | COWZ | 142,990 | $7,434 | 12/31/2023 | Team Financial Group LLC | 142,671 | $7,417 | 12/31/2023 | COWZ | 142,671 | $7,417 | 12/31/2023 | IFP Advisors Inc | 142,468 | $7,407 | 12/31/2023 | COWZ | 142,468 | $7,407 | 12/31/2023 | Searcy Financial Services Inc. ADV | 126,746 | $7,365 | 03/31/2024 | COWZ | 126,746 | $7,365 | 03/31/2024 | Patriot Financial Group Insurance Agency LLC | 140,092 | $7,283 | 12/31/2023 | COWZ | 140,092 | $7,283 | 12/31/2023 | Proequities Inc. | 137,490 | $7,189 | 12/31/2023 | COWZ | 137,490 | $7,189 | 12/31/2023 | Fifth Third Bancorp | 123,661 | $7,186 | 03/31/2024 | COWZ | 123,661 | $7,186 | 03/31/2024 | Clear Creek Financial Management LLC | 123,210 | $7,160 | 03/31/2024 | COWZ | 123,210 | $7,160 | 03/31/2024 | Jane Street Group LLC | | $7,154 | 12/31/2023 | COWZ | 120,949 | $6,288 | 12/31/2023 | INDUSTRIAL RELET | 20,707 | $866 | 12/31/2023 | APCM Wealth Management for Individuals | | $7,086 | 03/31/2024 | INDUSTRIAL RELET | 178,180 | $7,083 | 03/31/2024 | COWZ | 44 | $3 | 03/31/2024 | Geneos Wealth Management Inc. | 135,893 | $7,065 | 12/31/2023 | COWZ | 135,893 | $7,065 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 134,218 | $6,978 | 12/31/2023 | COWZ | 134,218 | $6,978 | 12/31/2023 | Atria Investments LLC | 133,779 | $6,955 | 12/31/2023 | COWZ | 133,779 | $6,955 | 12/31/2023 | Nilsine Partners LLC | 119,495 | $6,944 | 03/31/2024 | COWZ | 119,495 | $6,944 | 03/31/2024 | JJJ Advisors Inc. | | $6,826 | 03/31/2024 | COWZ | 117,231 | $6,812 | 03/31/2024 | INDUSTRIAL RELET | 355 | $14 | 03/31/2024 | IVC Wealth Advisors LLC | 117,003 | $6,799 | 03/31/2024 | COWZ | 117,003 | $6,799 | 03/31/2024 | Wsfs Capital Management LLC | 129,310 | $6,723 | 12/31/2023 | COWZ | 129,310 | $6,723 | 12/31/2023 | Tamar Securities LLC | 128,191 | $6,665 | 12/31/2023 | COWZ | 128,191 | $6,665 | 12/31/2023 | Thrivent Financial for Lutherans | 128,073 | $6,659 | 12/31/2023 | COWZ | 128,073 | $6,659 | 12/31/2023 | Modus Advisors LLC | 113,031 | $6,568 | 03/31/2024 | COWZ | 113,031 | $6,568 | 03/31/2024 | WealthPlan Investment Management LLC | 125,478 | $6,524 | 12/31/2023 | COWZ | 125,478 | $6,524 | 12/31/2023 | IHT Wealth Management LLC | 124,326 | $6,464 | 12/31/2023 | COWZ | 124,326 | $6,464 | 12/31/2023 | Integrated Wealth Concepts LLC | 123,040 | $6,397 | 12/31/2023 | COWZ | 123,040 | $6,397 | 12/31/2023 | BCGM Wealth Management LLC | 122,013 | $6,343 | 12/31/2023 | COWZ | 122,013 | $6,343 | 12/31/2023 | One One Wealth Management LLC | 108,779 | $6,321 | 03/31/2024 | COWZ | 108,779 | $6,321 | 03/31/2024 | First Heartland Consultants Inc. | 120,204 | $6,249 | 12/31/2023 | COWZ | 120,204 | $6,249 | 12/31/2023 | FWL Investment Management LLC | 118,447 | $6,158 | 12/31/2023 | COWZ | 118,447 | $6,158 | 12/31/2023 | Avaii Wealth Management LLC | 117,775 | $6,123 | 12/31/2023 | COWZ | 117,775 | $6,123 | 12/31/2023 | EverSource Wealth Advisors LLC | 115,885 | $6,025 | 12/31/2023 | COWZ | 115,885 | $6,025 | 12/31/2023 | Kickstand Ventures LLC. | 115,827 | $6,022 | 12/31/2023 | COWZ | 115,827 | $6,022 | 12/31/2023 | DAVENPORT & Co LLC | 111,840 | $5,815 | 12/31/2023 | COWZ | 111,840 | $5,815 | 12/31/2023 | Apollon Wealth Management LLC | 111,057 | $5,774 | 12/31/2023 | COWZ | 111,057 | $5,774 | 12/31/2023 | MBL Wealth LLC | 96,349 | $5,599 | 03/31/2024 | COWZ | 96,349 | $5,599 | 03/31/2024 | Commonwealth Financial Services LLC | 105,469 | $5,483 | 12/31/2023 | COWZ | 105,469 | $5,483 | 12/31/2023 | Belpointe Asset Management LLC | 105,312 | $5,475 | 12/31/2023 | COWZ | 105,312 | $5,475 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 93,505 | $5,434 | 03/31/2024 | COWZ | 93,505 | $5,434 | 03/31/2024 | Financial Management Network Inc. | 94,196 | $5,411 | 03/31/2024 | COWZ | 94,196 | $5,411 | 03/31/2024 | Campbell Capital Management Inc. | 91,285 | $5,305 | 03/31/2024 | COWZ | 91,285 | $5,305 | 03/31/2024 | Centaurus Financial Inc. | 100,219 | $5,210 | 12/31/2023 | COWZ | 100,219 | $5,210 | 12/31/2023 | Granby Capital Management LLC | 100,000 | $5,199 | 12/31/2023 | COWZ | 100,000 | $5,199 | 12/31/2023 | Park Avenue Securities LLC | 89,431 | $5,197 | 03/31/2024 | COWZ | 89,431 | $5,197 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 99,764 | $5,186 | 12/31/2023 | COWZ | 99,764 | $5,186 | 12/31/2023 | Evolution Wealth Advisors LLC | 88,270 | $5,129 | 03/31/2024 | COWZ | 88,270 | $5,129 | 03/31/2024 | Bridge Advisory LLC | 87,703 | $5,096 | 03/31/2024 | COWZ | 87,703 | $5,096 | 03/31/2024 | Burns Matteson Capital Management LLC | 97,908 | $5,090 | 12/31/2023 | COWZ | 97,908 | $5,090 | 12/31/2023 | Mitchell Mcleod Pugh & Williams Inc. | 97,854 | $5,087 | 12/31/2023 | COWZ | 97,854 | $5,087 | 12/31/2023 | Insight Advisors LLC PA | 97,753 | $5,082 | 12/31/2023 | COWZ | 97,753 | $5,082 | 12/31/2023 | Fiduciary Trust Co. | 97,657 | $5,077 | 12/31/2023 | COWZ | 97,657 | $5,077 | 12/31/2023 | Qube Research & Technologies Ltd | 96,951 | $5,040 | 12/31/2023 | COWZ | 96,951 | $5,040 | 12/31/2023 | Founders Financial Securities LLC | 86,338 | $5,017 | 03/31/2024 | COWZ | 86,338 | $5,017 | 03/31/2024 | Next Level Private LLC | 86,152 | $5,006 | 03/31/2024 | COWZ | 86,152 | $5,006 | 03/31/2024 | Grant GrossMendelsohn LLC | 86,554 | $4,998 | 03/31/2024 | COWZ | 86,554 | $4,998 | 03/31/2024 | Mainsail Financial Group LLC | 85,355 | $4,960 | 03/31/2024 | COWZ | 85,355 | $4,960 | 03/31/2024 | Ferguson Shapiro LLC | 84,538 | $4,913 | 03/31/2024 | COWZ | 84,538 | $4,913 | 03/31/2024 | All Season Financial Advisors Inc. | 84,139 | $4,889 | 03/31/2024 | COWZ | 84,139 | $4,889 | 03/31/2024 | Perennial Investment Advisors LLC | 93,883 | $4,881 | 12/31/2023 | COWZ | 93,883 | $4,881 | 12/31/2023 | USAdvisors Wealth Management LLC | 93,525 | $4,862 | 12/31/2023 | COWZ | 93,525 | $4,862 | 12/31/2023 | MMA Asset Management LLC | 93,132 | $4,856 | 12/31/2023 | COWZ | 93,132 | $4,856 | 12/31/2023 | PCG Wealth Advisors LLC | 83,328 | $4,842 | 03/31/2024 | COWZ | 83,328 | $4,842 | 03/31/2024 | Schmidt P J Investment Management Inc. | 81,932 | $4,761 | 03/31/2024 | COWZ | 81,932 | $4,761 | 03/31/2024 | Fiduciary Alliance LLC | 81,247 | $4,720 | 03/31/2024 | COWZ | 81,247 | $4,720 | 03/31/2024 | Cresset Asset Management LLC | 89,692 | $4,690 | 12/31/2023 | COWZ | 89,692 | $4,690 | 12/31/2023 | Concurrent Investment Advisors LLC | 89,739 | $4,665 | 12/31/2023 | COWZ | 89,739 | $4,665 | 12/31/2023 | Spinnaker Trust | 88,527 | $4,603 | 12/31/2023 | COWZ | 88,527 | $4,603 | 12/31/2023 | Mutual Advisors LLC | 88,199 | $4,585 | 12/31/2023 | COWZ | 88,199 | $4,585 | 12/31/2023 | Financial Guidance Group Inc. | 86,558 | $4,500 | 12/31/2023 | COWZ | 86,558 | $4,500 | 12/31/2023 | Trilogy Capital Inc. | 76,808 | $4,463 | 03/31/2024 | COWZ | 76,808 | $4,463 | 03/31/2024 | Penobscot Wealth Management | 85,781 | $4,460 | 12/31/2023 | COWZ | 85,781 | $4,460 | 12/31/2023 | Fortem Financial Group LLC | 85,742 | $4,458 | 12/31/2023 | COWZ | 85,742 | $4,458 | 12/31/2023 | Beacon Investment Advisory Services Inc. | 85,299 | $4,435 | 12/31/2023 | COWZ | 85,299 | $4,435 | 12/31/2023 | Raymond James Trust N.A. | 74,808 | $4,347 | 03/31/2024 | COWZ | 74,808 | $4,347 | 03/31/2024 | Carolinas Wealth Consulting LLC | 83,136 | $4,347 | 12/31/2023 | COWZ | 83,136 | $4,347 | 12/31/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 83,514 | $4,342 | 12/31/2023 | COWZ | 83,514 | $4,342 | 12/31/2023 | WBI Investments | 83,350 | $4,333 | 12/31/2023 | COWZ | 83,350 | $4,333 | 12/31/2023 | Renaissance Technologies LLC | 82,000 | $4,263 | 12/31/2023 | COWZ | 82,000 | $4,263 | 12/31/2023 | AdvisorNet Financial Inc | 73,185 | $4,253 | 03/31/2024 | COWZ | 73,185 | $4,253 | 03/31/2024 | Calton & Associates Inc. | 72,061 | $4,187 | 03/31/2024 | COWZ | 72,061 | $4,187 | 03/31/2024 | Future Financial Wealth Managment LLC | 71,698 | $4,166 | 03/31/2024 | COWZ | 71,698 | $4,166 | 03/31/2024 | Perigon Wealth Management LLC | 79,170 | $4,116 | 12/31/2023 | COWZ | 79,170 | $4,116 | 12/31/2023 | StoneX Group Inc. | 78,466 | $4,103 | 12/31/2023 | COWZ | 78,466 | $4,103 | 12/31/2023 | Level Four Advisory Services LLC | 78,885 | $4,101 | 12/31/2023 | COWZ | 78,885 | $4,101 | 12/31/2023 | Stratos Wealth Advisors LLC | | $4,090 | 03/31/2024 | COWZ | 54,941 | $3,193 | 03/31/2024 | INDUSTRIAL RELET | 22,577 | $897 | 03/31/2024 | Prairie Sky Financial Group LLC | 68,670 | $3,990 | 03/31/2024 | COWZ | 68,670 | $3,990 | 03/31/2024 | Blair William & Co. IL | 76,075 | $3,955 | 12/31/2023 | COWZ | 76,075 | $3,955 | 12/31/2023 | S. R. Schill & Associates | 67,865 | $3,944 | 03/31/2024 | COWZ | 67,865 | $3,944 | 03/31/2024 | Atomi Financial Group Inc. | 75,504 | $3,925 | 12/31/2023 | COWZ | 75,504 | $3,925 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 66,881 | $3,886 | 03/31/2024 | COWZ | 66,881 | $3,886 | 03/31/2024 | Aspire Wealth Management Corp | 74,425 | $3,869 | 12/31/2023 | COWZ | 74,425 | $3,869 | 12/31/2023 | Cornerstone Advisory LLC | 74,069 | $3,851 | 12/31/2023 | COWZ | 74,069 | $3,851 | 12/31/2023 | MONECO Advisors LLC | 66,025 | $3,837 | 03/31/2024 | COWZ | 66,025 | $3,837 | 03/31/2024 | Greenwood Capital Associates LLC | 72,784 | $3,784 | 12/31/2023 | COWZ | 72,784 | $3,784 | 12/31/2023 | International Assets Investment Management LLC | 64,538 | $3,749 | 03/31/2024 | COWZ | 64,538 | $3,749 | 03/31/2024 | Moors & Cabot Inc. | 72,027 | $3,745 | 12/31/2023 | COWZ | 72,027 | $3,745 | 12/31/2023 | Atlas Financial Advisors Inc. | 71,120 | $3,698 | 12/31/2023 | COWZ | 71,120 | $3,698 | 12/31/2023 | Allworth Financial LP | 63,619 | $3,697 | 03/31/2024 | COWZ | 63,619 | $3,697 | 03/31/2024 | Cary Street Partners Investment Advisory LLC | 70,495 | $3,665 | 12/31/2023 | COWZ | 70,495 | $3,665 | 12/31/2023 | Aspire Capital Advisors LLC | 70,260 | $3,653 | 12/31/2023 | COWZ | 70,260 | $3,653 | 12/31/2023 | Kolinsky Wealth Management LLC | 70,080 | $3,643 | 12/31/2023 | COWZ | 70,080 | $3,643 | 12/31/2023 | GPS Wealth Strategies Group LLC | 68,627 | $3,568 | 12/31/2023 | COWZ | 68,627 | $3,568 | 12/31/2023 | David R. Rahn & Associates Inc. | 60,999 | $3,545 | 03/31/2024 | COWZ | 60,999 | $3,545 | 03/31/2024 | Fortis Advisors LLC | 67,501 | $3,509 | 12/31/2023 | COWZ | 67,501 | $3,509 | 12/31/2023 | Standard Life Aberdeen plc | 66,831 | $3,475 | 12/31/2023 | COWZ | 66,831 | $3,475 | 12/31/2023 | JBR Co Financial Management Inc | 66,459 | $3,455 | 12/31/2023 | COWZ | 66,459 | $3,455 | 12/31/2023 | Kingsview Wealth Management LLC | 65,787 | $3,420 | 12/31/2023 | COWZ | 65,787 | $3,420 | 12/31/2023 | First PREMIER Bank | 58,034 | $3,372 | 03/31/2024 | COWZ | 58,034 | $3,372 | 03/31/2024 | D. E. Shaw & Co. Inc. | 64,685 | $3,363 | 12/31/2023 | COWZ | 64,685 | $3,363 | 12/31/2023 | National Wealth Management Group LLC | 64,174 | $3,336 | 12/31/2023 | COWZ | 64,174 | $3,336 | 12/31/2023 | Vienna Asset Management LLC | 61,966 | $3,239 | 12/31/2023 | COWZ | 61,966 | $3,239 | 12/31/2023 | Lionsbridge Wealth Management LLC | 60,779 | $3,160 | 12/31/2023 | COWZ | 60,779 | $3,160 | 12/31/2023 | Csenge Advisory Group | 60,417 | $3,141 | 12/31/2023 | COWZ | 60,417 | $3,141 | 12/31/2023 | Y Intercept Hong Kong Ltd | 59,782 | $3,108 | 12/31/2023 | COWZ | 59,782 | $3,108 | 12/31/2023 | Good Life Advisors LLC | 58,753 | $3,055 | 12/31/2023 | COWZ | 58,753 | $3,055 | 12/31/2023 | LWM Advisory Services LLC | 58,722 | $3,053 | 12/31/2023 | COWZ | 58,722 | $3,053 | 12/31/2023 | Cohen & Steers Inc. | 58,609 | $3,047 | 12/31/2023 | COWZ | 58,609 | $3,047 | 12/31/2023 | Pinnacle Wealth Management Group Inc. | 52,029 | $3,023 | 03/31/2024 | COWZ | 52,029 | $3,023 | 03/31/2024 | Valtinson Bruner Financial Planning LLC | 57,930 | $3,012 | 12/31/2023 | COWZ | 57,930 | $3,012 | 12/31/2023 | Lakeview Capital Partners LLC | 57,026 | $2,965 | 12/31/2023 | COWZ | 57,026 | $2,965 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 56,314 | $2,937 | 12/31/2023 | COWZ | 56,314 | $2,937 | 12/31/2023 | Madison Park Capital Advisors LLC | 50,404 | $2,929 | 03/31/2024 | COWZ | 50,404 | $2,929 | 03/31/2024 | Smart Portfolios LLC | 56,450 | $2,928 | 12/31/2023 | COWZ | 56,450 | $2,928 | 12/31/2023 | Stapp Wealth Management Pllc | 49,637 | $2,884 | 03/31/2024 | COWZ | 49,637 | $2,884 | 03/31/2024 | FDx Advisors Inc. | 55,033 | $2,861 | 12/31/2023 | COWZ | 55,033 | $2,861 | 12/31/2023 | Leavell Investment Management Inc. | 48,108 | $2,796 | 03/31/2024 | COWZ | 48,108 | $2,796 | 03/31/2024 | Titleist Asset Management LLC | 52,995 | $2,755 | 12/31/2023 | COWZ | 52,995 | $2,755 | 12/31/2023 | Brookstone Capital Management | 47,292 | $2,748 | 03/31/2024 | COWZ | 47,292 | $2,748 | 03/31/2024 | TAP Consulting LLC | 47,128 | $2,739 | 03/31/2024 | COWZ | 47,128 | $2,739 | 03/31/2024 | Cornerstone Wealth Management LLC | 47,034 | $2,733 | 03/31/2024 | COWZ | 47,034 | $2,733 | 03/31/2024 | Coastline Trust Co | 46,421 | $2,698 | 03/31/2024 | COWZ | 46,421 | $2,698 | 03/31/2024 | CIBC World Markets Inc. | 51,897 | $2,698 | 12/31/2023 | COWZ | 51,897 | $2,698 | 12/31/2023 | Money Concepts Capital Corp | 51,760 | $2,691 | 12/31/2023 | COWZ | 51,760 | $2,691 | 12/31/2023 | Prosperitas Financial LLC | 51,672 | $2,686 | 12/31/2023 | COWZ | 51,672 | $2,686 | 12/31/2023 | US Bancorp DE | 51,434 | $2,674 | 12/31/2023 | COWZ | 51,434 | $2,674 | 12/31/2023 | Comprehensive Financial Consultants Institutional Inc. | 51,060 | $2,655 | 12/31/2023 | COWZ | 51,060 | $2,655 | 12/31/2023 | Aptus Capital Advisors LLC | 50,868 | $2,645 | 12/31/2023 | COWZ | 50,868 | $2,645 | 12/31/2023 | Stegent Equity Advisors Inc. | 50,829 | $2,643 | 12/31/2023 | COWZ | 50,829 | $2,643 | 12/31/2023 | ERn Financial LLC | 45,292 | $2,632 | 03/31/2024 | COWZ | 45,292 | $2,632 | 03/31/2024 | Guardian Wealth Advisors LLC NC | 50,595 | $2,630 | 12/31/2023 | COWZ | 50,595 | $2,630 | 12/31/2023 | SFI Advisors LLC | 50,252 | $2,613 | 12/31/2023 | COWZ | 50,252 | $2,613 | 12/31/2023 | Lodestone Wealth Management LLC | 49,093 | $2,552 | 12/31/2023 | COWZ | 49,093 | $2,552 | 12/31/2023 | Waycross Investment Management Co | 43,432 | $2,524 | 03/31/2024 | COWZ | 43,432 | $2,524 | 03/31/2024 | BCS Wealth Management | 42,981 | $2,498 | 03/31/2024 | COWZ | 42,981 | $2,498 | 03/31/2024 | Transform Wealth LLC | 42,883 | $2,492 | 03/31/2024 | COWZ | 42,883 | $2,492 | 03/31/2024 | Tradition Wealth Management LLC | 47,467 | $2,468 | 12/31/2023 | COWZ | 47,467 | $2,468 | 12/31/2023 | ORG Partners LLC | 47,467 | $2,468 | 12/31/2023 | COWZ | 47,467 | $2,468 | 12/31/2023 | Zimmermann Investment Management & Planning LLC | 42,347 | $2,461 | 03/31/2024 | COWZ | 42,347 | $2,461 | 03/31/2024 | Aveo Capital Partners LLC | 47,197 | $2,454 | 12/31/2023 | COWZ | 47,197 | $2,454 | 12/31/2023 | Strategic Family Wealth Counselors L.L.C. | 46,717 | $2,429 | 12/31/2023 | COWZ | 46,717 | $2,429 | 12/31/2023 | Lane & Associates LLC | 41,722 | $2,424 | 03/31/2024 | COWZ | 41,722 | $2,424 | 03/31/2024 | Bedel Financial Consulting Inc. | 46,546 | $2,420 | 12/31/2023 | COWZ | 46,546 | $2,420 | 12/31/2023 | Opinicus Capital Inc. | 41,620 | $2,419 | 03/31/2024 | COWZ | 41,620 | $2,419 | 03/31/2024 | Focus Financial Network Inc. | 43,845 | $2,404 | 03/31/2024 | COWZ | 43,845 | $2,404 | 03/31/2024 | Nvest Financial LLC | 41,237 | $2,396 | 03/31/2024 | COWZ | 41,237 | $2,396 | 03/31/2024 | Prosperity Consulting Group LLC | 44,405 | $2,309 | 12/31/2023 | COWZ | 44,405 | $2,309 | 12/31/2023 | Continuum Advisory LLC | 44,237 | $2,300 | 12/31/2023 | COWZ | 44,237 | $2,300 | 12/31/2023 | Reitz Capital Advisors LLC | 38,885 | $2,260 | 03/31/2024 | COWZ | 38,885 | $2,260 | 03/31/2024 | SimpliFi Inc. | 38,783 | $2,254 | 03/31/2024 | COWZ | 38,783 | $2,254 | 03/31/2024 | Lokken Investment Group LLC | 43,085 | $2,240 | 12/31/2023 | COWZ | 43,085 | $2,240 | 12/31/2023 | Dana Investment Advisors Inc. | 42,906 | $2,231 | 12/31/2023 | COWZ | 42,906 | $2,231 | 12/31/2023 | Ellis Investment Partners LLC | 38,197 | $2,220 | 03/31/2024 | COWZ | 38,197 | $2,220 | 03/31/2024 | SlateStone Wealth LLC | 37,157 | $2,159 | 03/31/2024 | COWZ | 37,157 | $2,159 | 03/31/2024 | Tower Research Capital LLC TRC | 40,872 | $2,125 | 12/31/2023 | COWZ | 40,872 | $2,125 | 12/31/2023 | Fifth Third Securities Inc. | 36,488 | $2,120 | 03/31/2024 | COWZ | 36,488 | $2,120 | 03/31/2024 | Endowment Wealth Management Inc. | 40,432 | $2,102 | 12/31/2023 | COWZ | 40,432 | $2,102 | 12/31/2023 | Vigilare Wealth Management | 36,155 | $2,101 | 03/31/2024 | COWZ | 36,155 | $2,101 | 03/31/2024 | High Net Worth Advisory Group LLC | 36,074 | $2,096 | 03/31/2024 | COWZ | 36,074 | $2,096 | 03/31/2024 | VisionPoint Advisory Group LLC | 39,951 | $2,077 | 12/31/2023 | COWZ | 39,951 | $2,077 | 12/31/2023 | Triumph Capital Management | 34,883 | $2,026 | 03/31/2024 | COWZ | 34,883 | $2,026 | 03/31/2024 | Assetmark Inc. | 38,765 | $2,015 | 12/31/2023 | COWZ | 38,765 | $2,015 | 12/31/2023 | Weaver Consulting Group | 34,221 | $1,989 | 03/31/2024 | COWZ | 34,221 | $1,989 | 03/31/2024 | Apollon Financial LLC | 37,908 | $1,971 | 12/31/2023 | COWZ | 37,908 | $1,971 | 12/31/2023 | Mayfair Advisory Group LLC | 33,724 | $1,960 | 03/31/2024 | COWZ | 33,724 | $1,960 | 03/31/2024 | Sandbox Financial Partners LLC | 33,333 | $1,937 | 03/31/2024 | COWZ | 33,333 | $1,937 | 03/31/2024 | Camarda Financial Advisors LLC | 37,207 | $1,934 | 12/31/2023 | COWZ | 37,207 | $1,934 | 12/31/2023 | Encompass More Asset Management | 36,935 | $1,920 | 12/31/2023 | COWZ | 36,935 | $1,920 | 12/31/2023 | Sontag Advisory LLC | 36,861 | $1,916 | 12/31/2023 | COWZ | 36,861 | $1,916 | 12/31/2023 | Connectus Wealth LLC | 36,816 | $1,914 | 12/31/2023 | COWZ | 36,816 | $1,914 | 12/31/2023 | Stewardship Advisors LLC | 32,860 | $1,909 | 03/31/2024 | COWZ | 32,860 | $1,909 | 03/31/2024 | Herold Advisors Inc. | 36,687 | $1,907 | 12/31/2023 | COWZ | 36,687 | $1,907 | 12/31/2023 | Ameritas Advisory Services LLC | 36,316 | $1,903 | 12/31/2023 | COWZ | 36,316 | $1,903 | 12/31/2023 | Firestone Capital Management | 36,482 | $1,897 | 12/31/2023 | COWZ | 36,482 | $1,897 | 12/31/2023 | NCM Capital Management LLC | 36,231 | $1,884 | 12/31/2023 | COWZ | 36,231 | $1,884 | 12/31/2023 | Snowden Capital Advisors LLC | | $1,864 | 12/31/2023 | COWZ | 30,762 | $1,599 | 12/31/2023 | INDUSTRIAL RELET | 6,325 | $265 | 12/31/2023 | Mainstay Capital Management LLC ADV | 35,331 | $1,837 | 12/31/2023 | COWZ | 35,331 | $1,837 | 12/31/2023 | MTM Investment Management LLC | 31,112 | $1,808 | 03/31/2024 | COWZ | 31,112 | $1,808 | 03/31/2024 | Atlas Wealth LLC | 35,705 | $1,765 | 12/31/2023 | COWZ | 35,705 | $1,765 | 12/31/2023 | Credit Suisse AG | 33,156 | $1,724 | 12/31/2023 | COWZ | 33,156 | $1,724 | 12/31/2023 | Principal Securities Inc. | 33,088 | $1,720 | 12/31/2023 | COWZ | 33,088 | $1,720 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 33,050 | $1,718 | 12/31/2023 | COWZ | 33,050 | $1,718 | 12/31/2023 | Nwam LLC | 32,719 | $1,701 | 12/31/2023 | COWZ | 32,719 | $1,701 | 12/31/2023 | Able Wealth Management LLC | 32,563 | $1,693 | 12/31/2023 | COWZ | 32,563 | $1,693 | 12/31/2023 | Fagan Associates Inc. | 31,797 | $1,653 | 12/31/2023 | COWZ | 31,797 | $1,653 | 12/31/2023 | Private Trust Co. NA | 28,392 | $1,650 | 03/31/2024 | COWZ | 28,392 | $1,650 | 03/31/2024 | Planning Capital Management Corp | 28,325 | $1,646 | 03/31/2024 | COWZ | 28,325 | $1,646 | 03/31/2024 | Creekmur Asset Management LLC | 31,568 | $1,641 | 12/31/2023 | COWZ | 31,568 | $1,641 | 12/31/2023 | Trustmark National Bank Trust Department | 31,474 | $1,636 | 12/31/2023 | COWZ | 31,474 | $1,636 | 12/31/2023 | TruWealth Advisors LLC | 28,021 | $1,628 | 03/31/2024 | COWZ | 28,021 | $1,628 | 03/31/2024 | Paragon Advisors LLC | 31,181 | $1,621 | 12/31/2023 | COWZ | 31,181 | $1,621 | 12/31/2023 | Investment Partners Asset Management Inc. | 27,732 | $1,612 | 03/31/2024 | COWZ | 27,732 | $1,612 | 03/31/2024 | Synovus Financial Corp | 30,975 | $1,610 | 12/31/2023 | COWZ | 30,975 | $1,610 | 12/31/2023 | Tyler Stone Wealth Management | 30,966 | $1,610 | 12/31/2023 | COWZ | 30,966 | $1,610 | 12/31/2023 | Intrepid Financial Planning Group LLC | 30,941 | $1,609 | 12/31/2023 | COWZ | 30,941 | $1,609 | 12/31/2023 | Lunt Capital Management Inc. | 27,372 | $1,591 | 03/31/2024 | COWZ | 27,372 | $1,591 | 03/31/2024 | Personal CFO Solutions LLC | 30,309 | $1,576 | 12/31/2023 | COWZ | 30,309 | $1,576 | 12/31/2023 | Secured Retirement Advisors LLC | 30,222 | $1,571 | 12/31/2023 | COWZ | 30,222 | $1,571 | 12/31/2023 | Eudaimonia Partners LLC | 26,842 | $1,560 | 03/31/2024 | COWZ | 26,842 | $1,560 | 03/31/2024 | Fidelis Capital Partners LLC | 29,929 | $1,556 | 12/31/2023 | COWZ | 29,929 | $1,556 | 12/31/2023 | New England Private Wealth Advisors LLC | 29,339 | $1,525 | 12/31/2023 | COWZ | 29,339 | $1,525 | 12/31/2023 | The PNC Financial Services Group Inc. | | $1,506 | 12/31/2023 | COWZ | 28,578 | $1,486 | 12/31/2023 | INDUSTRIAL REL | 471 | $20 | 12/31/2023 | WNY Asset Management LLC | 28,958 | $1,506 | 12/31/2023 | COWZ | 28,958 | $1,506 | 12/31/2023 | Empirical Asset Management LLC | 28,817 | $1,498 | 12/31/2023 | COWZ | 28,817 | $1,498 | 12/31/2023 | Verity Asset Management Inc. | 28,323 | $1,472 | 12/31/2023 | COWZ | 28,323 | $1,472 | 12/31/2023 | Integrated Advisors Network LLC | 27,803 | $1,445 | 12/31/2023 | COWZ | 27,803 | $1,445 | 12/31/2023 | Cedar Brook Financial Partners LLC | 24,774 | $1,440 | 03/31/2024 | COWZ | 24,774 | $1,440 | 03/31/2024 | Saxony Capital Management LLC | 27,487 | $1,429 | 12/31/2023 | COWZ | 27,487 | $1,429 | 12/31/2023 | Rollins Financial | 27,475 | $1,428 | 12/31/2023 | COWZ | 27,475 | $1,428 | 12/31/2023 | Rollins Financial Advisors LLC | 27,475 | $1,428 | 12/31/2023 | COWZ | 27,475 | $1,428 | 12/31/2023 | Coastal Investment Advisors Inc. | 24,421 | $1,419 | 03/31/2024 | COWZ | 24,421 | $1,419 | 03/31/2024 | Western Wealth Management LLC | 27,201 | $1,414 | 12/31/2023 | COWZ | 27,201 | $1,414 | 12/31/2023 | Custom Index Systems LLC | 25,905 | $1,347 | 12/31/2023 | COWZ | 25,905 | $1,347 | 12/31/2023 | Miller Investment Management LP | 25,503 | $1,326 | 12/31/2023 | COWZ | 25,503 | $1,326 | 12/31/2023 | Atlas Wealth Partners LLC | 25,359 | $1,317 | 12/31/2023 | COWZ | 25,359 | $1,317 | 12/31/2023 | Long Island Wealth Management Inc. | 25,182 | $1,309 | 12/31/2023 | COWZ | 25,182 | $1,309 | 12/31/2023 | Gainplan LLC | 22,471 | $1,306 | 03/31/2024 | COWZ | 22,471 | $1,306 | 03/31/2024 | Signature Securities Group Corporation | 22,206 | $1,290 | 03/31/2024 | COWZ | 22,206 | $1,290 | 03/31/2024 | BlueChip Wealth Advisors LLC | 24,778 | $1,288 | 12/31/2023 | COWZ | 24,778 | $1,288 | 12/31/2023 | Altus Wealth Group LLC | 23,562 | $1,225 | 12/31/2023 | COWZ | 23,562 | $1,225 | 12/31/2023 | DHK Financial Advisors Inc. | 23,393 | $1,223 | 12/31/2023 | COWZ | 23,393 | $1,223 | 12/31/2023 | Oder Investment Management LLC | 23,452 | $1,219 | 12/31/2023 | COWZ | 23,452 | $1,219 | 12/31/2023 | Strategic Blueprint LLC | 20,856 | $1,212 | 03/31/2024 | COWZ | 20,856 | $1,212 | 03/31/2024 | Fortis Capital Advisors LLC | 23,294 | $1,211 | 12/31/2023 | COWZ | 23,294 | $1,211 | 12/31/2023 | Ballew Advisors Inc | 21,057 | $1,201 | 03/31/2024 | COWZ | 21,057 | $1,201 | 03/31/2024 | AllSquare Wealth Management LLC | 23,005 | $1,196 | 12/31/2023 | COWZ | 23,005 | $1,196 | 12/31/2023 | Whitaker Myers Wealth Managers LTD. | 20,405 | $1,186 | 03/31/2024 | COWZ | 20,405 | $1,186 | 03/31/2024 | 1858 Wealth Management LLC | 20,190 | $1,173 | 03/31/2024 | COWZ | 20,190 | $1,173 | 03/31/2024 | B & T Capital Management DBA Alpha Capital Management | 20,023 | $1,164 | 03/31/2024 | COWZ | 20,023 | $1,164 | 03/31/2024 | Edge Financial Advisors LLC | 20,026 | $1,163 | 03/31/2024 | COWZ | 20,026 | $1,163 | 03/31/2024 | HF Advisory Group LLC | 19,994 | $1,162 | 03/31/2024 | COWZ | 19,994 | $1,162 | 03/31/2024 | Change Path LLC | 22,268 | $1,158 | 12/31/2023 | COWZ | 22,268 | $1,158 | 12/31/2023 | Allie Family Office LLC | 22,113 | $1,153 | 12/31/2023 | COWZ | 22,113 | $1,153 | 12/31/2023 | White Knight Strategic Wealth Advisors LLC | 21,844 | $1,136 | 12/31/2023 | COWZ | 21,844 | $1,136 | 12/31/2023 | Napa Wealth Management | 21,717 | $1,129 | 12/31/2023 | COWZ | 21,717 | $1,129 | 12/31/2023 | Vicus Capital | 19,408 | $1,128 | 03/31/2024 | COWZ | 19,408 | $1,128 | 03/31/2024 | Betterment LLC | 21,421 | $1,114 | 12/31/2023 | COWZ | 21,421 | $1,114 | 12/31/2023 | TrueWealth Advisors LLC | 19,030 | $1,106 | 03/31/2024 | COWZ | 19,030 | $1,106 | 03/31/2024 | Beck Bode LLC | 20,923 | $1,088 | 12/31/2023 | COWZ | 20,923 | $1,088 | 12/31/2023 | BigSur Wealth Management LLC | 20,596 | $1,077 | 12/31/2023 | COWZ | 20,596 | $1,077 | 12/31/2023 | Centric Wealth Management | 20,902 | $1,076 | 12/31/2023 | COWZ | 20,902 | $1,076 | 12/31/2023 | Hazlett Burt & Watson Inc. | 20,623 | $1,074 | 12/31/2023 | COWZ | 20,623 | $1,074 | 12/31/2023 | Empire Financial Management Company LLC | 20,656 | $1,074 | 12/31/2023 | COWZ | 20,656 | $1,074 | 12/31/2023 | One Capital Management LLC | 20,121 | $1,046 | 12/31/2023 | COWZ | 20,121 | $1,046 | 12/31/2023 | Gotham Asset Management LLC | 19,990 | $1,039 | 12/31/2023 | COWZ | 19,990 | $1,039 | 12/31/2023 | Stephens Inc. AR | | $1,033 | 12/31/2023 | COWZ | 15,055 | $783 | 12/31/2023 | INDUSTRIAL RELET | 5,970 | $250 | 12/31/2023 | Inspire Advisors LLC | 19,346 | $1,006 | 12/31/2023 | COWZ | 19,346 | $1,006 | 12/31/2023 | Compass Ion Advisors LLC | 17,247 | $1,002 | 03/31/2024 | COWZ | 17,247 | $1,002 | 03/31/2024 | TRUE Private Wealth Advisors | 17,193 | $999 | 03/31/2024 | COWZ | 17,193 | $999 | 03/31/2024 | Pillar Wealth Advisors LLC | 19,207 | $999 | 12/31/2023 | COWZ | 19,207 | $999 | 12/31/2023 | Lake Street Financial LLC | 17,069 | $992 | 03/31/2024 | COWZ | 17,069 | $992 | 03/31/2024 | Wealthsource Partners LLC | 18,910 | $983 | 12/31/2023 | COWZ | 18,910 | $983 | 12/31/2023 | Valmark Advisers Inc. | 18,855 | $980 | 12/31/2023 | COWZ | 18,855 | $980 | 12/31/2023 | Merit Financial Group LLC | 18,796 | $977 | 12/31/2023 | COWZ | 18,796 | $977 | 12/31/2023 | Buckingham Strategic Partners | 18,693 | $972 | 12/31/2023 | COWZ | 18,693 | $972 | 12/31/2023 | Greystone Financial Group LLC | 16,576 | $963 | 03/31/2024 | COWZ | 16,576 | $963 | 03/31/2024 | Cypress Wealth Services LLC | 16,246 | $944 | 03/31/2024 | COWZ | 16,246 | $944 | 03/31/2024 | Strategic Financial Concepts LLC | 16,246 | $944 | 03/31/2024 | COWZ | 16,246 | $944 | 03/31/2024 | Compass Advisory Group LLC | 17,822 | $927 | 12/31/2023 | COWZ | 17,822 | $927 | 12/31/2023 | IFG Advisory LLC | 17,680 | $919 | 12/31/2023 | COWZ | 17,680 | $919 | 12/31/2023 | Capital Investment Advisory Services LLC | 15,423 | $896 | 03/31/2024 | COWZ | 15,423 | $896 | 03/31/2024 | Total Clarity Wealth Management Inc. | 15,381 | $894 | 03/31/2024 | COWZ | 15,381 | $894 | 03/31/2024 | Garden State Investment Advisory Services LLC | 17,133 | $893 | 12/31/2023 | COWZ | 17,133 | $893 | 12/31/2023 | Scissortail Wealth Management LLC | 17,054 | $887 | 12/31/2023 | COWZ | 17,054 | $887 | 12/31/2023 | Financial Sense Advisors Inc. | 15,057 | $875 | 03/31/2024 | COWZ | 15,057 | $875 | 03/31/2024 | Atlas Private Wealth Advisors | 16,594 | $863 | 12/31/2023 | COWZ | 16,594 | $863 | 12/31/2023 | SILVER OAK SECURITIES Inc | 16,444 | $855 | 12/31/2023 | COWZ | 16,444 | $855 | 12/31/2023 | Fortis Capital Management LLC | 16,372 | $851 | 12/31/2023 | COWZ | 16,372 | $851 | 12/31/2023 | Ausdal Financial Partners Inc. | 14,329 | $833 | 03/31/2024 | COWZ | 14,329 | $833 | 03/31/2024 | Creative Planning | | $831 | 12/31/2023 | COWZ | 10,505 | $546 | 12/31/2023 | INDUSTRIAL RELET | 6,823 | $285 | 12/31/2023 | Zega Financial LLC | 15,848 | $824 | 12/31/2023 | COWZ | 15,848 | $824 | 12/31/2023 | Channel Wealth LLC | 13,959 | $811 | 03/31/2024 | COWZ | 13,959 | $811 | 03/31/2024 | Alta Wealth Advisors LLC | 15,404 | $801 | 12/31/2023 | COWZ | 15,404 | $801 | 12/31/2023 | Romano Brothers AND Company | 13,745 | $799 | 03/31/2024 | COWZ | 13,745 | $799 | 03/31/2024 | Kingswood Wealth Advisors LLC | 13,655 | $793 | 03/31/2024 | COWZ | 13,655 | $793 | 03/31/2024 | Journey Strategic Wealth LLC | 15,240 | $792 | 12/31/2023 | COWZ | 15,240 | $792 | 12/31/2023 | Gateway Wealth Partners LLC | 14,819 | $770 | 12/31/2023 | COWZ | 14,819 | $770 | 12/31/2023 | M Holdings Securities Inc. | 14,650 | $762 | 12/31/2023 | COWZ | 14,650 | $762 | 12/31/2023 | Barometer Capital Management Inc. | 14,500 | $754 | 12/31/2023 | COWZ | 14,500 | $754 | 12/31/2023 | Autumn Glory Partners LLC | 14,556 | $749 | 12/31/2023 | COWZ | 14,556 | $749 | 12/31/2023 | Ergawealth Advisors Inc. | 14,314 | $744 | 12/31/2023 | COWZ | 14,314 | $744 | 12/31/2023 | Lloyd Advisory Services LLC. | 12,786 | $743 | 03/31/2024 | COWZ | 12,786 | $743 | 03/31/2024 | West Bancorporation Inc. | 13,985 | $727 | 12/31/2023 | COWZ | 13,985 | $727 | 12/31/2023 | Aurora Private Wealth Inc. | 12,492 | $726 | 03/31/2024 | COWZ | 12,492 | $726 | 03/31/2024 | National Bank of Canada FI | 13,677 | $715 | 12/31/2023 | COWZ | 13,677 | $715 | 12/31/2023 | Dfpg Investments LLC | 13,723 | $714 | 12/31/2023 | COWZ | 13,723 | $714 | 12/31/2023 | PFG Investments LLC | 12,211 | $710 | 03/31/2024 | COWZ | 12,211 | $710 | 03/31/2024 | Anson Capital Inc. | 13,503 | $702 | 12/31/2023 | COWZ | 13,503 | $702 | 12/31/2023 | Kellett Schaffner Wealth Advisors LLC | 11,975 | $696 | 03/31/2024 | COWZ | 11,975 | $696 | 03/31/2024 | Bank of Montreal Can | | $692 | 12/31/2023 | INDUSTRIAL RELET | 11,486 | $471 | 12/31/2023 | COWZ | 4,220 | $221 | 12/31/2023 | SOL Capital Management CO | 11,885 | $691 | 03/31/2024 | COWZ | 11,885 | $691 | 03/31/2024 | Benedetti & Gucer Inc. | 13,236 | $688 | 12/31/2023 | COWZ | 13,236 | $688 | 12/31/2023 | Wetzel Investment Advisors Inc. | 12,527 | $687 | 03/31/2024 | COWZ | 12,527 | $687 | 03/31/2024 | OxenFree Capital LLC | 11,799 | $686 | 03/31/2024 | COWZ | 11,799 | $686 | 03/31/2024 | Buckingham Strategic Wealth LLC | 13,146 | $683 | 12/31/2023 | COWZ | 13,146 | $683 | 12/31/2023 | Tyche Wealth Partners LLC | 11,730 | $682 | 03/31/2024 | COWZ | 11,730 | $682 | 03/31/2024 | Diligent Investors LLC | 13,100 | $681 | 12/31/2023 | COWZ | 13,100 | $681 | 12/31/2023 | Crown Wealth Group LLC | 13,106 | $681 | 12/31/2023 | COWZ | 13,106 | $681 | 12/31/2023 | Lowe Wealth Advisors LLC | 11,660 | $678 | 03/31/2024 | COWZ | 11,660 | $678 | 03/31/2024 | Kraematon Investment Advisors Inc. | 12,883 | $670 | 12/31/2023 | COWZ | 12,883 | $670 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 12,742 | $662 | 12/31/2023 | COWZ | 12,742 | $662 | 12/31/2023 | MBE Wealth Management LLC | 11,356 | $660 | 03/31/2024 | COWZ | 11,356 | $660 | 03/31/2024 | Resurgent Financial Advisors LLC | 12,677 | $659 | 12/31/2023 | COWZ | 12,677 | $659 | 12/31/2023 | Opal Wealth Advisors LLC | 11,273 | $655 | 03/31/2024 | COWZ | 11,273 | $655 | 03/31/2024 | Sloy Dahl & Holst LLC | 11,205 | $651 | 03/31/2024 | COWZ | 11,205 | $651 | 03/31/2024 | Savvy Advisors Inc. | 12,483 | $649 | 12/31/2023 | COWZ | 12,483 | $649 | 12/31/2023 | Barnes Pettey Financial Advisors LLC | 12,309 | $640 | 12/31/2023 | COWZ | 12,309 | $640 | 12/31/2023 | Barrett & Company Inc. | 10,992 | $639 | 03/31/2024 | COWZ | 10,992 | $639 | 03/31/2024 | Birchcreek Wealth Management LLC | 12,283 | $639 | 12/31/2023 | COWZ | 12,283 | $639 | 12/31/2023 | HB Wealth Management LLC | 12,295 | $639 | 12/31/2023 | COWZ | 12,295 | $639 | 12/31/2023 | Trexquant Investment LP | 12,238 | $636 | 12/31/2023 | COWZ | 12,238 | $636 | 12/31/2023 | Alpha Financial Partners LLC | 12,217 | $635 | 12/31/2023 | COWZ | 12,217 | $635 | 12/31/2023 | Jones Financial Companies Lllp | 11,974 | $623 | 12/31/2023 | COWZ | 11,974 | $623 | 12/31/2023 | Brown Advisory Inc. | 10,626 | $617 | 03/31/2024 | COWZ | 10,626 | $617 | 03/31/2024 | SeaCrest Wealth Management LLC | 10,503 | $610 | 03/31/2024 | COWZ | 10,503 | $610 | 03/31/2024 | Private Client Services LLC | 11,626 | $604 | 12/31/2023 | COWZ | 11,626 | $604 | 12/31/2023 | L & S Advisors Inc | 11,275 | $586 | 12/31/2023 | COWZ | 11,275 | $586 | 12/31/2023 | Capital Advisors Ltd. LLC | 9,740 | $566 | 03/31/2024 | COWZ | 9,740 | $566 | 03/31/2024 | Beck Capital Management LLC | 10,822 | $563 | 12/31/2023 | COWZ | 10,822 | $563 | 12/31/2023 | BKM Wealth Management LLC | 9,574 | $556 | 03/31/2024 | COWZ | 9,574 | $556 | 03/31/2024 | Belvedere Trading LLC | | $556 | 12/31/2023 | Call | 10,700 | $556 | 12/31/2023 | Smart Money Group LLC | 10,689 | $556 | 12/31/2023 | COWZ | 10,689 | $556 | 12/31/2023 | Key Client Fiduciary Advisors LLC | 9,462 | $550 | 03/31/2024 | COWZ | 9,462 | $550 | 03/31/2024 | LaSalle St. Investment Advisors LLC | 10,562 | $549 | 12/31/2023 | COWZ | 10,562 | $549 | 12/31/2023 | Benchmark Wealth Management LLC | 9,423 | $548 | 03/31/2024 | COWZ | 9,423 | $548 | 03/31/2024 | West Michigan Advisors LLC | 10,393 | $540 | 12/31/2023 | COWZ | 10,393 | $540 | 12/31/2023 | Vertex Planning Partners LLC | 10,335 | $537 | 12/31/2023 | COWZ | 10,335 | $537 | 12/31/2023 | Wealthcare Capital Management LLC | 9,228 | $536 | 03/31/2024 | COWZ | 9,228 | $536 | 03/31/2024 | ProVise Management Group LLC | 10,041 | $522 | 12/31/2023 | COWZ | 10,041 | $522 | 12/31/2023 | Dynamic Advisor Solutions LLC | 8,933 | $519 | 03/31/2024 | COWZ | 8,933 | $519 | 03/31/2024 | Advisor Resource Council | 8,880 | $516 | 03/31/2024 | COWZ | 8,880 | $516 | 03/31/2024 | Lion Street Advisors LLC | 8,859 | $515 | 03/31/2024 | COWZ | 8,859 | $515 | 03/31/2024 | Pacitti Group Inc. | 9,854 | $515 | 12/31/2023 | COWZ | 9,854 | $515 | 12/31/2023 | Berger Financial Group Inc | 8,840 | $514 | 03/31/2024 | COWZ | 8,840 | $514 | 03/31/2024 | GSG Advisors LLC | 8,759 | $508 | 03/31/2024 | COWZ | 8,759 | $508 | 03/31/2024 | WealthCare Investment Partners LLC | 8,720 | $507 | 03/31/2024 | COWZ | 8,720 | $507 | 03/31/2024 | EWG Elevate Inc. | 8,704 | $506 | 03/31/2024 | COWZ | 8,704 | $506 | 03/31/2024 | Bluesphere Advisors LLC | 8,716 | $506 | 03/31/2024 | COWZ | 8,716 | $506 | 03/31/2024 | Capital Advisory Group Advisory Services LLC | 8,660 | $503 | 03/31/2024 | COWZ | 8,660 | $503 | 03/31/2024 | NTV Asset Management LLC | 9,600 | $499 | 12/31/2023 | COWZ | 9,600 | $499 | 12/31/2023 | Fountainhead AM LLC | 9,329 | $485 | 12/31/2023 | COWZ | 9,329 | $485 | 12/31/2023 | Bey Douglas LLC | 9,302 | $484 | 12/31/2023 | COWZ | 9,302 | $484 | 12/31/2023 | ARQ Wealth Advisors LLC | 9,165 | $476 | 12/31/2023 | COWZ | 9,165 | $476 | 12/31/2023 | Trust Co. of Oklahoma | 7,797 | $453 | 03/31/2024 | COWZ | 7,797 | $453 | 03/31/2024 | NBC Securities Inc. | 7,750 | $451 | 03/31/2024 | COWZ | 7,750 | $451 | 03/31/2024 | FMR LLC | 8,674 | $451 | 12/31/2023 | COWZ | 8,674 | $451 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,573 | $446 | 12/31/2023 | COWZ | 8,573 | $446 | 12/31/2023 | Breakwater Capital Group | 7,289 | $424 | 03/31/2024 | COWZ | 7,289 | $424 | 03/31/2024 | Hamilton Wealth LLC | 8,093 | $421 | 12/31/2023 | COWZ | 8,093 | $421 | 12/31/2023 | Arkadios Wealth Advisors | 7,927 | $412 | 12/31/2023 | COWZ | 7,927 | $412 | 12/31/2023 | Financial Advisory Corp UT ADV | 7,031 | $409 | 03/31/2024 | COWZ | 7,031 | $409 | 03/31/2024 | Essex Savings Bank | 6,916 | $402 | 03/31/2024 | COWZ | 6,916 | $402 | 03/31/2024 | Tranquility Partners LLC | 7,725 | $402 | 12/31/2023 | COWZ | 7,725 | $402 | 12/31/2023 | Advisory Alpha LLC | 7,718 | $401 | 12/31/2023 | COWZ | 7,718 | $401 | 12/31/2023 | RSM US Wealth Management LLC | 7,671 | $401 | 12/31/2023 | COWZ | 7,671 | $401 | 12/31/2023 | Callan Capital LLC | 7,689 | $400 | 12/31/2023 | COWZ | 7,689 | $400 | 12/31/2023 | Prime Capital Investment Advisors LLC | 7,654 | $398 | 12/31/2023 | COWZ | 7,654 | $398 | 12/31/2023 | Claro Advisors LLC | 6,772 | $394 | 03/31/2024 | COWZ | 6,772 | $394 | 03/31/2024 | Rothschild Capital Partners LLC | 7,409 | $385 | 12/31/2023 | COWZ | 7,409 | $385 | 12/31/2023 | Signal Advisors Wealth LLC | 6,603 | $384 | 03/31/2024 | COWZ | 6,603 | $384 | 03/31/2024 | Private Portfolio Partners LLC | 7,341 | $382 | 12/31/2023 | COWZ | 7,341 | $382 | 12/31/2023 | Coppell Advisory Solutions LLC | 7,355 | $382 | 12/31/2023 | COWZ | 7,355 | $382 | 12/31/2023 | Wintrust Investments LLC | 7,256 | $377 | 12/31/2023 | COWZ | 7,256 | $377 | 12/31/2023 | Powers Advisory Group LLC | 6,445 | $375 | 03/31/2024 | COWZ | 6,445 | $375 | 03/31/2024 | The Manufacturers Life Insurance Company | 7,217 | $375 | 12/31/2023 | COWZ | 7,217 | $375 | 12/31/2023 | Parallel Advisors LLC | 7,166 | $373 | 12/31/2023 | COWZ | 7,166 | $373 | 12/31/2023 | Trust Point Inc. | 6,284 | $365 | 03/31/2024 | COWZ | 6,284 | $365 | 03/31/2024 | MWA Asset Management | 7,015 | $365 | 12/31/2023 | COWZ | 7,015 | $365 | 12/31/2023 | STA Wealth Management LLC | 6,968 | $362 | 12/31/2023 | COWZ | 6,968 | $362 | 12/31/2023 | Diversified Trust Co | 6,165 | $358 | 03/31/2024 | COWZ | 6,165 | $358 | 03/31/2024 | Resource Planning Group | 6,647 | $346 | 12/31/2023 | COWZ | 6,647 | $346 | 12/31/2023 | Quad Cities Investment Group LLC | 5,877 | $342 | 03/31/2024 | COWZ | 5,877 | $342 | 03/31/2024 | Soundwatch Capital LLC | 6,586 | $342 | 12/31/2023 | COWZ | 6,586 | $342 | 12/31/2023 | Congress Wealth Management LLC DE | 5,696 | $331 | 03/31/2024 | COWZ | 5,696 | $331 | 03/31/2024 | Hofer & Associates. Inc | 5,672 | $330 | 03/31/2024 | COWZ | 5,672 | $330 | 03/31/2024 | Delta Investment Management LLC | 6,262 | $326 | 12/31/2023 | COWZ | 6,262 | $326 | 12/31/2023 | Quantinno Capital Management LP | 6,260 | $325 | 12/31/2023 | COWZ | 6,260 | $325 | 12/31/2023 | Spire Wealth Management | 5,567 | $323 | 03/31/2024 | COWZ | 5,567 | $323 | 03/31/2024 | Pathstone Holdings LLC | 6,026 | $313 | 12/31/2023 | COWZ | 6,026 | $313 | 12/31/2023 | Wunderlich Capital Managemnt | 6,000 | $312 | 12/31/2023 | COWZ | 6,000 | $312 | 12/31/2023 | WESPAC Advisors SoCal LLC | 5,350 | $311 | 03/31/2024 | COWZ | 5,350 | $311 | 03/31/2024 | Modera Wealth Management LLC | 5,931 | $308 | 12/31/2023 | COWZ | 5,931 | $308 | 12/31/2023 | Lowery Thomas LLC | 5,927 | $308 | 12/31/2023 | COWZ | 5,927 | $308 | 12/31/2023 | Independent Advisor Alliance | 5,899 | $307 | 12/31/2023 | COWZ | 5,899 | $307 | 12/31/2023 | Sachetta LLC | 5,800 | $302 | 12/31/2023 | COWZ | 5,800 | $302 | 12/31/2023 | Jacobi Capital Management LLC | 5,675 | $295 | 12/31/2023 | COWZ | 5,675 | $295 | 12/31/2023 | Emfo LLC | 5,623 | $292 | 12/31/2023 | COWZ | 5,623 | $292 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 5,547 | $288 | 12/31/2023 | COWZ | 5,547 | $288 | 12/31/2023 | Signaturefd LLC | 5,532 | $288 | 12/31/2023 | COWZ | 5,532 | $288 | 12/31/2023 | Wagner Wealth Management LLC | 4,924 | $286 | 03/31/2024 | COWZ | 4,924 | $286 | 03/31/2024 | EP Wealth Advisors LLC | 5,489 | $285 | 12/31/2023 | COWZ | 5,489 | $285 | 12/31/2023 | Ellerson Group Inc. ADV | 5,455 | $284 | 12/31/2023 | COWZ | 5,455 | $284 | 12/31/2023 | Consolidated Portfolio Review Corp | 5,417 | $282 | 12/31/2023 | COWZ | 5,417 | $282 | 12/31/2023 | Insigneo Advisory Services LLC | 5,376 | $281 | 12/31/2023 | COWZ | 5,376 | $281 | 12/31/2023 | SFG Wealth Management LLC. | 4,822 | $280 | 03/31/2024 | COWZ | 4,822 | $280 | 03/31/2024 | Front Row Advisors LLC | 5,351 | $280 | 12/31/2023 | COWZ | 5,351 | $280 | 12/31/2023 | Townsquare Capital LLC | 5,327 | $277 | 12/31/2023 | COWZ | 5,327 | $277 | 12/31/2023 | M3 Advisory Group LLC | 5,296 | $275 | 12/31/2023 | COWZ | 5,296 | $275 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 4,678 | $272 | 03/31/2024 | COWZ | 4,678 | $272 | 03/31/2024 | Two Sigma Investments LP | | $272 | 12/31/2023 | INDUSTRIAL RELET | 6,500 | $272 | 12/31/2023 | Forte Capital LLC ADV | 5,186 | $270 | 12/31/2023 | COWZ | 5,186 | $270 | 12/31/2023 | Bard Associates Inc. | | $269 | 12/31/2023 | INDUSTRIAL RELET | 6,418 | $269 | 12/31/2023 | StrategIQ Financial Group LLC | 5,160 | $268 | 12/31/2023 | COWZ | 5,160 | $268 | 12/31/2023 | CAPROCK Group Inc. | 5,098 | $267 | 12/31/2023 | COWZ | 5,098 | $267 | 12/31/2023 | Simplicity Wealth LLC | 4,485 | $261 | 03/31/2024 | COWZ | 4,485 | $261 | 03/31/2024 | Glass Jacobson Investment Advisors llc | 4,399 | $256 | 03/31/2024 | COWZ | 4,399 | $256 | 03/31/2024 | Ancora Advisors LLC | 4,785 | $249 | 12/31/2023 | COWZ | 4,785 | $249 | 12/31/2023 | XML Financial LLC | 4,794 | $249 | 12/31/2023 | COWZ | 4,794 | $249 | 12/31/2023 | CRA Financial Services LLC | 4,225 | $246 | 03/31/2024 | COWZ | 4,225 | $246 | 03/31/2024 | Green Harvest Asset Management LLC | 4,738 | $246 | 12/31/2023 | COWZ | 4,738 | $246 | 12/31/2023 | Arete Wealth Advisors LLC | 4,696 | $244 | 12/31/2023 | COWZ | 4,696 | $244 | 12/31/2023 | Derbend Asset Management | 4,690 | $244 | 12/31/2023 | COWZ | 4,690 | $244 | 12/31/2023 | Pallas Capital Advisors LLC | 3,985 | $232 | 03/31/2024 | COWZ | 3,985 | $232 | 03/31/2024 | Santori & Peters Inc. | 3,895 | $226 | 03/31/2024 | COWZ | 3,895 | $226 | 03/31/2024 | WealthTrust Asset Management LLC | 4,318 | $225 | 12/31/2023 | COWZ | 4,318 | $225 | 12/31/2023 | Sawtooth Solutions LLC | 4,316 | $224 | 12/31/2023 | COWZ | 4,316 | $224 | 12/31/2023 | Bleakley Financial Group LLC | 4,316 | $224 | 12/31/2023 | COWZ | 4,316 | $224 | 12/31/2023 | Resources Investment Advisors LLC. | 4,295 | $223 | 12/31/2023 | COWZ | 4,295 | $223 | 12/31/2023 | Paragon Private Wealth Management LLC | 4,204 | $219 | 12/31/2023 | COWZ | 4,204 | $219 | 12/31/2023 | Goldman Sachs Group Inc. | 4,189 | $218 | 12/31/2023 | COWZ | 4,189 | $218 | 12/31/2023 | Castleview Partners LLC | 4,016 | $209 | 12/31/2023 | COWZ | 4,016 | $209 | 12/31/2023 | UP Strategic Wealth Investment Advisors LLC | 4,023 | $209 | 12/31/2023 | COWZ | 4,023 | $209 | 12/31/2023 | Koshinski Asset Management Inc. | 4,000 | $208 | 12/31/2023 | COWZ | 4,000 | $208 | 12/31/2023 | Accel Wealth Management | 3,570 | $207 | 03/31/2024 | COWZ | 3,570 | $207 | 03/31/2024 | Verus Capital Partners LLC | 3,963 | $206 | 12/31/2023 | COWZ | 3,963 | $206 | 12/31/2023 | Latitude Advisors LLC | 3,501 | $203 | 03/31/2024 | COWZ | 3,501 | $203 | 03/31/2024 | Nordwand Advisors LLC | 3,411 | $177 | 12/31/2023 | COWZ | 3,411 | $177 | 12/31/2023 | Whittier Trust Co. | 3,144 | $163 | 12/31/2023 | COWZ | 3,144 | $163 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 2,570 | $149 | 03/31/2024 | COWZ | 2,570 | $149 | 03/31/2024 | JTC Employer Solutions Trusteee Ltd | 2,500 | $144 | 03/31/2024 | COWZ | 2,500 | $144 | 03/31/2024 | Harbor Investment Advisory LLC | 2,296 | $133 | 03/31/2024 | COWZ | 2,296 | $133 | 03/31/2024 | Bell Investment Advisors Inc | 2,337 | $122 | 12/31/2023 | COWZ | 2,337 | $122 | 12/31/2023 | Pinnacle Bank | 2,075 | $121 | 03/31/2024 | COWZ | 2,075 | $121 | 03/31/2024 | Asset Dedication LLC | 2,069 | $120 | 03/31/2024 | COWZ | 2,069 | $120 | 03/31/2024 | CENTRAL TRUST Co | 2,032 | $118 | 03/31/2024 | COWZ | 2,032 | $118 | 03/31/2024 | Retirement Group LLC | | $104 | 12/31/2023 | BNCHMRK INDSTR | 2,070 | $87 | 12/31/2023 | COWZ | 350 | $17 | 12/31/2023 | FinTrust Capital Advisors LLC | 1,864 | $97 | 12/31/2023 | COWZ | 1,864 | $97 | 12/31/2023 | Huntington National Bank | 1,839 | $96 | 12/31/2023 | COWZ | 1,839 | $96 | 12/31/2023 | Oakworth Capital Inc. | 1,568 | $91 | 03/31/2024 | COWZ | 1,568 | $91 | 03/31/2024 | McIlrath & Eck LLC | 1,698 | $88 | 12/31/2023 | COWZ | 1,698 | $88 | 12/31/2023 | Orion Capital Management LLC | 1,700 | $88 | 12/31/2023 | COWZ | 1,700 | $88 | 12/31/2023 | Webster Bank N. A. | 1,420 | $83 | 03/31/2024 | COWZ | 1,420 | $83 | 03/31/2024 | Cutler Group LP | | $78 | 03/31/2024 | COWZ | 1,333 | $77 | 03/31/2024 | Call | 1,100 | $1 | 03/31/2024 | Put | 100 | $0 | 03/31/2024 | Anchor Investment Management LLC | 1,482 | $77 | 12/31/2023 | COWZ | 1,482 | $77 | 12/31/2023 | TD Capital Management LLC | 1,384 | $72 | 12/31/2023 | COWZ | 1,384 | $72 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,388 | $72 | 12/31/2023 | COWZ | 1,388 | $72 | 12/31/2023 | First Horizon Advisors Inc. | 1,154 | $67 | 03/31/2024 | COWZ | 1,154 | $67 | 03/31/2024 | S.A. Mason LLC | 1,005 | $58 | 03/31/2024 | COWZ | 1,005 | $58 | 03/31/2024 | PFG Private Wealth Management LLC | 967 | $56 | 03/31/2024 | COWZ | 967 | $56 | 03/31/2024 | Salomon & Ludwin LLC | 1,142 | $56 | 12/31/2023 | COWZ | 1,142 | $56 | 12/31/2023 | HBC Financial Services PLLC | 900 | $46 | 12/31/2023 | COWZ | 900 | $46 | 12/31/2023 | Scarborough Advisors LLC | 868 | $45 | 12/31/2023 | COWZ | 868 | $45 | 12/31/2023 | Register Financial Advisors LLC | 700 | $41 | 03/31/2024 | COWZ | 700 | $41 | 03/31/2024 | Global Trust Asset Management LLC | 670 | $39 | 03/31/2024 | COWZ | 670 | $39 | 03/31/2024 | Caldwell Sutter Capital Inc. | 657 | $38 | 03/31/2024 | COWZ | 657 | $38 | 03/31/2024 | Plante Moran Financial Advisors LLC | 706 | $37 | 12/31/2023 | COWZ | 706 | $37 | 12/31/2023 | WealthShield Partners LLC | 702 | $37 | 12/31/2023 | COWZ | 702 | $37 | 12/31/2023 | Crewe Advisors LLC | 704 | $37 | 12/31/2023 | COWZ | 704 | $37 | 12/31/2023 | Capital Analysts LLC | 664 | $35 | 12/31/2023 | COWZ | 664 | $35 | 12/31/2023 | Bogart Wealth LLC | 574 | $33 | 03/31/2024 | COWZ | 574 | $33 | 03/31/2024 | Tidemark LLC | 633 | $33 | 12/31/2023 | COWZ | 633 | $33 | 12/31/2023 | HHM Wealth Advisors LLC | 610 | $32 | 12/31/2023 | COWZ | 610 | $32 | 12/31/2023 | Simplex Trading LLC | 524 | $30 | 03/31/2024 | COWZ | 524 | $30 | 03/31/2024 | Caitlin John LLC | 580 | $30 | 12/31/2023 | COWZ | 580 | $30 | 12/31/2023 | VitalStone Financial LLC | 559 | $29 | 12/31/2023 | COWZ | 559 | $29 | 12/31/2023 | Rocky Mountain Advisers LLC | 445 | $26 | 03/31/2024 | COWZ | 445 | $26 | 03/31/2024 | Newbridge Financial Services Group Inc. | | $26 | 03/31/2024 | COWZ | 268 | $16 | 03/31/2024 | INDUSTRIAL RELET | 250 | $10 | 03/31/2024 | NewSquare Capital LLC | 501 | $26 | 12/31/2023 | COWZ | 501 | $26 | 12/31/2023 | Investors Research Corp | 496 | $26 | 12/31/2023 | COWZ | 496 | $26 | 12/31/2023 | American Capital Advisory LLC | 500 | $26 | 12/31/2023 | COWZ | 500 | $26 | 12/31/2023 | Pineridge Advisors LLC | 450 | $23 | 12/31/2023 | COWZ | 450 | $23 | 12/31/2023 | Farther Finance Advisors LLC | 431 | $22 | 12/31/2023 | COWZ | 431 | $22 | 12/31/2023 | Optimum Investment Advisors | 350 | $20 | 03/31/2024 | COWZ | 350 | $20 | 03/31/2024 | Truvestments Capital LLC | 390 | $20 | 12/31/2023 | COWZ | 390 | $20 | 12/31/2023 | FSA Wealth Management LLC | 363 | $19 | 12/31/2023 | COWZ | 363 | $19 | 12/31/2023 | Sunbelt Securities Inc. | 292 | $17 | 03/31/2024 | COWZ | 292 | $17 | 03/31/2024 | Hobbs Group Advisors LLC | 328 | $17 | 12/31/2023 | COWZ | 328 | $17 | 12/31/2023 | Larson Financial Group LLC | 289 | $15 | 12/31/2023 | COWZ | 289 | $15 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 236 | $14 | 03/31/2024 | COWZ | 236 | $14 | 03/31/2024 | ICA Group Wealth Management LLC | 272 | $14 | 12/31/2023 | COWZ | 272 | $14 | 12/31/2023 | IAG Wealth Partners LLC | 200 | $12 | 03/31/2024 | COWZ | 200 | $12 | 03/31/2024 | Winch Advisory Services LLC | 234 | $12 | 12/31/2023 | COWZ | 234 | $12 | 12/31/2023 | Cherry Tree Wealth Management LLC | 230 | $12 | 12/31/2023 | COWZ | 230 | $12 | 12/31/2023 | Ronald Blue Trust Inc. | | $11 | 12/31/2023 | INDUSTRIAL RELET | 210 | $7 | 12/31/2023 | COWZ | 72 | $4 | 12/31/2023 | New England Capital Financial Advisors LLC | 218 | $11 | 12/31/2023 | COWZ | 218 | $11 | 12/31/2023 | Indiana Trust & Investment Management CO | 155 | $9 | 03/31/2024 | COWZ | 155 | $9 | 03/31/2024 | Northwest Financial Advisors | 179 | $9 | 12/31/2023 | COWZ | 179 | $9 | 12/31/2023 | BOKF NA | 161 | $8 | 12/31/2023 | COWZ | 161 | $8 | 12/31/2023 | Laurel Wealth Advisors LLC | 95 | $5 | 12/31/2023 | COWZ | 95 | $5 | 12/31/2023 | Sound Financial Strategies Group LLC | 83 | $4 | 12/31/2023 | COWZ | 83 | $4 | 12/31/2023 | UMB Bank N A MO | 50 | $3 | 03/31/2024 | COWZ | 50 | $3 | 03/31/2024 | MV Capital Management Inc. | 54 | $3 | 03/31/2024 | COWZ | 54 | $3 | 03/31/2024 | Sound Income Strategies LLC | 46 | $3 | 03/31/2024 | COWZ | 46 | $3 | 03/31/2024 | SOA Wealth Advisors LLC. | 60 | $3 | 03/31/2024 | COWZ | 60 | $3 | 03/31/2024 | First Manhattan Co. | 67 | $3 | 12/31/2023 | COWZ | 67 | $3 | 12/31/2023 | Ameritas Investment Partners Inc. | 53 | $3 | 12/31/2023 | COWZ | 53 | $3 | 12/31/2023 | HM Payson & Co. | 29 | $2 | 12/31/2023 | COWZ | 29 | $2 | 12/31/2023 | Sanders Morris Harris LLC | 19 | $1 | 03/31/2024 | COWZ | 19 | $1 | 03/31/2024 | Atticus Wealth Management LLC | 25 | $1 | 03/31/2024 | COWZ | 25 | $1 | 03/31/2024 | Activest Wealth Management | 19 | $1 | 03/31/2024 | COWZ | 19 | $1 | 03/31/2024 | BNP Paribas Arbitrage SA | 5 | $0 | 12/31/2023 | COWZ | 5 | $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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