XSDP CORP (XSD) [Rocket]

Ownership

XSDP CORP (XSD)

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
MORGAN STANLEY	216,086	60,074	47,817,874,000	0.00		Hist	06/30/2023
LPL Financial LLC	206,311	32,128	43,040,530,000	0.03		Hist	03/31/2023
BANK OF AMERICA CORP /DE/	174,341	9,765	38,579,844,000	0.00		Hist	06/30/2023
WELLS FARGO & COMPANY/MN	152,192	7,174	33,678,634,000	0.01		Hist	06/30/2023
ENVESTNET ASSET MANAGEMENT INC	94,557	17,280	20,924,586,000	0.01		Hist	06/30/2023
Cetera Advisor Networks LLC	98,050	10,012	20,455,211,000	0.15		Hist	03/31/2023
GOLDMAN SACHS GROUP INC	68,416	18,404	14,272,946,000	0.00		Hist	03/31/2023
PNC FINANCIAL SERVICES GROUP, INC.	61,738	-17,117	13,662,002,000	0.01		Hist	06/30/2023
UBS Group AG	60,987	-3,457	13,495,813,000	0.00		Hist	06/30/2023
PRUDENTIAL FINANCIAL INC	50,385	10,012	11,149,613,000	0.02		Hist	06/30/2023
Adams Wealth Management	47,668	-7,363	10,548,397,000	3.29		Hist	06/30/2023
Prostatis Group LLC	46,163	46,163	10,215,410,000	4.75		Hist	06/30/2023
AMERIPRISE FINANCIAL INC	42,565	-3,661	9,443,365,000	0.00		Hist	06/30/2023
ADVISOR GROUP HOLDINGS, INC.	42,165	7,688	9,336,361,000			Hist	06/30/2023
McGuire Investment Group, LLC	42,231	151	7,062,290,000	1.53		Hist	12/31/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	30,150	-301	6,671,782,000	0.51		Hist	06/30/2023
MONEY CONCEPTS CAPITAL CORP	677,068	662,161	6,637,068,000	0.37		Hist	03/31/2023
STIFEL FINANCIAL CORP	27,614	-12,008	6,110,971,000	0.01		Hist	06/30/2023
Gerber Kawasaki Wealth & Investment Management	25,281	2,917	5,594,420,000	0.38		Hist	06/30/2023
Cetera Advisors LLC	22,174	514	4,625,951,000	0.08		Hist	03/31/2023
Atria Wealth Solutions, Inc.	20,530	16,135	4,543,130,000	0.06		Hist	06/30/2023
HighTower Advisors, LLC	20,087	5,895	4,447,000,000	0.01		Hist	06/30/2023
SFI Advisors, LLC	19,968	-41	4,418,719,000	4.19		Hist	06/30/2023
Phoenix Holdings Ltd.	19,943	19,943	4,413,186,000	0.09		Hist	06/30/2023
Kestra Advisory Services, LLC	19,725	2,827	4,364,945,000	0.04		Hist	06/30/2023
JPMORGAN CHASE & CO	19,491	-572	4,313,164,000	0.00		Hist	06/30/2023
RAYMOND JAMES & ASSOCIATES	25,728	-3,958	4,302,576,000	0.00		Hist	12/31/2022
THEORY FINANCIAL LLC	19,213	210	4,251,645,000	2.45		Hist	06/30/2023
Riggs Asset Managment Co. Inc.	20,082	20,082	4,189,507,000	1.63		Hist	03/31/2023
Baird Financial Group, Inc.	16,366	7,829	3,621,632,000	0.01		Hist	06/30/2023
Intrepid Financial Planning Group LLC	14,999	-157	3,319,129,000	1.59		Hist	06/30/2023
ROYAL BANK OF CANADA	14,148	-9,633	3,130,000,000	0.00		Hist	06/30/2023
VICUS CAPITAL	13,508	13,508	2,989,121,000	0.31		Hist	06/30/2023
JMAC ENTERPRISES LLC	17,393	-447	2,908,632,000	0.80		Hist	12/31/2022
Snowden Capital Advisors LLC	12,704	-2,505	2,811,325,000	0.10		Hist	06/30/2023
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