Maruniak Joyce (IAK) [Rocket]

Ownership

Maruniak Joyce (IAK)

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
MORGAN STANLEY	418,829	-108,105	36,810,918,000	0.00		Hist	06/30/2023
WELLS FARGO & COMPANY/MN	278,550	-9,951	24,481,721,000	0.01		Hist	06/30/2023
SPC Financial, Inc.	201,838	4,082	17,739,542,000	1.92		Hist	06/30/2023
ROYAL BANK OF CANADA	200,014	43,413	17,578,000,000	0.00		Hist	06/30/2023
BANK OF AMERICA CORP /DE/	193,650	-520,809	17,019,894,000	0.00		Hist	06/30/2023
LPL Financial LLC	157,217	7,457	13,460,901,000	0.01		Hist	03/31/2023
MinichMacGregor Wealth Management, LLC	118,121	-9,032	10,381,655,000	3.24		Hist	06/30/2023
STIFEL FINANCIAL CORP	117,732	286	10,348,360,000	0.01		Hist	06/30/2023
Advisory Services Network, LLC	91,182	-8,160	8,013,974,000	0.21		Hist	06/30/2023
ADVISOR GROUP HOLDINGS, INC.	79,689	-15,144	6,995,841,000			Hist	06/30/2023
Raymond James Financial Services Advisors, Inc.	59,494	43,278	5,439,162,000	0.01		Hist	12/31/2022
UBS Group AG	59,651	376	5,242,727,000	0.00		Hist	06/30/2023
Legend Financial Advisors, Inc.	57,250	1,877	5,031,678,000	4.20		Hist	06/30/2023
Well Done, LLC	45,679	6,859	4,175,088,000	0.90		Hist	12/31/2022
Cadent Capital Advisors, LLC	43,127	8,979	3,952,583,000	1.64		Hist	09/30/2023
WT Wealth Management	41,828	41,828	3,823,080,000	1.86		Hist	12/31/2022
GOLDMAN SACHS GROUP INC	42,874	28,823	3,670,872,000	0.00		Hist	03/31/2023
MARTIN & CO INC /TN/	40,956	-2,027	3,599,579,000	0.91		Hist	06/30/2023
ENVESTNET ASSET MANAGEMENT INC	35,388	-14,045	3,110,237,000	0.00		Hist	06/30/2023
JANE STREET GROUP, LLC	33,936	33,936	2,982,635,000	0.00		Hist	06/30/2023
Chicago Wealth Management, Inc.	31,113	-1,274	2,734,505,000	2.08		Hist	06/30/2023
Stonebridge Financial Planning Group, LLC	28,993	16,088	2,548,159,000	1.55		Hist	06/30/2023
RFG Advisory, LLC	22,358	-182	1,965,003,000	0.09		Hist	06/30/2023
AE Wealth Management LLC	20,064	2,761	1,763,460,000	0.01		Hist	06/30/2023
SP Asset Management LLC	19,925	47	1,751,190,000	0.20		Hist	06/30/2023
RAYMOND JAMES & ASSOCIATES	19,061	3,533	1,742,178,000	0.00		Hist	12/31/2022
Teamwork Financial Advisors, LLC	19,618	19,618	1,724,262,000	0.28		Hist	06/30/2023
Equitable Holdings, Inc.	14,961	-5,707	1,314,922,000	0.02		Hist	06/30/2023
Atria Investments, Inc	14,666	-26	1,288,995,000	0.02		Hist	06/30/2023
TWO SIGMA INVESTMENTS, LP	14,300	14,300	1,256,827,000	0.00		Hist	06/30/2023
CITADEL ADVISORS LLC	12,180	12,180	1,070,500,000	0.00		Hist	06/30/2023
Mariner, LLC	11,507	-323	1,011,000,000	0.00		Hist	06/30/2023
Smith Anglin Financial, LLC	10,060	-48	884,209,000	0.11		Hist	06/30/2023
TTP Investments, Inc.	9,677	-396	828,509,000	0.64		Hist	03/31/2023
LEUTHOLD GROUP, LLC	9,292	-14,835	816,674,000	0.11		Hist	06/30/2023
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