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Holder Amount Position Size ($ in 1000's)  As of SimpliFi Inc. 498,853 $6,414  03/31/2024      HIPS 498,853 $6,414  03/31/2024 LPL Financial LLC 182,405 $2,280  12/31/2023      HIPS 182,405 $2,280  12/31/2023 Cornerstone Wealth Management LLC 118,983 $1,530  03/31/2024      HIPS 118,983 $1,530  03/31/2024 Truist Financial Corp 62,706 $784  12/31/2023      HIPS 62,706 $784  12/31/2023 Aurora Private Wealth Inc. 47,445 $606  03/31/2024      HIPS 47,445 $606  03/31/2024 Beacon Pointe Advisors LLC 40,000 $500  12/31/2023      HIPS 40,000 $500  12/31/2023 Advisor Group Holdings Inc. 35,432 $443  12/31/2023      HIPS 35,432 $443  12/31/2023 RHS Financial LLC 29,371 $378  03/31/2024      HIPS 29,371 $378  03/31/2024 Grimes & Company Inc. 27,934 $359  03/31/2024      HIPS 27,934 $359  03/31/2024 Raymond James Financial Services Advisors Inc. 13,810 $178  03/31/2024      HIPS 13,810 $178  03/31/2024 Stratos Wealth Advisors LLC 11,661 $150  03/31/2024      HIPS 11,661 $150  03/31/2024 Insight Advisors LLC PA 10,000 $125  12/31/2023      HIPS 10,000 $125  12/31/2023 GPS Wealth Strategies Group LLC 4,750 $59  12/31/2023      HIPS 4,750 $59  12/31/2023 Royal Bank of Canada 1,140 $14  12/31/2023      HIPS 1,140 $14  12/31/2023 UBS Group AG 583 $7  12/31/2023      HIPS 583 $7  12/31/2023 Householder Group Estate & Retirement Specialist LLC 500 $6  12/31/2023      HIPS 500 $6  12/31/2023 Wells Fargo & Company MN 1 $0  12/31/2023      HIPS 1 $0  12/31/2023 Proequities Inc. 0 $0  12/31/2023      HIPS 0 $0  12/31/2023 See All: Funds Holding HIPS See Details: Top 10 Hedge Funds Holding HIPS Also See: HIPS Holdings Changes

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