News + Filings Key Docs Ownership
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NORTHERN LTS FD TR IV (ISMD)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Inspire Advisors, LLC
| 763,869 | 22,764 | 23,000,090,000 | 5.80 | |
Hist
| 12/31/2022 |
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Inspire Investing, LLC
| 386,199 | -1,351 | 11,628,461,000 | 1.50 | |
Hist
| 12/31/2022 |
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PAX Financial Group, LLC
| 218,677 | 37,572 | 6,787,734,000 | 1.63 | |
Hist
| 03/31/2023 |
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Paradiem, LLC
| 224,797 | -106 | 6,768,638,000 | 2.50 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 206,775 | 48,916 | 6,643,732,000 | | |
Hist
| 06/30/2023 |
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Legacy Wealth Asset Management, LLC
| 119,221 | 1,786 | 3,830,555,000 | 1.34 | |
Hist
| 06/30/2023 |
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AlphaStar Capital Management, LLC
| 80,317 | -7,937 | 2,580,585,000 | 0.29 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 62,271 | -309 | 2,000,767,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 51,886 | 2,535 | 1,610,540,000 | 0.00 | |
Hist
| 03/31/2023 |
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Kestra Advisory Services, LLC
| 30,754 | -24,869 | 988,126,000 | 0.01 | |
Hist
| 06/30/2023 |
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Koss-Olinger Consulting, LLC
| 31,630 | 31,630 | 982,000,000 | 0.12 | |
Hist
| 03/31/2023 |
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Financial Advocates Investment Management
| 30,261 | -455 | 972,296,000 | 0.07 | |
Hist
| 06/30/2023 |
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Keel Point, LLC
| 27,924 | -4,156 | 897,198,000 | 0.12 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 27,614 | -2,393 | 857,139,000 | 0.00 | |
Hist
| 03/31/2023 |
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AE Wealth Management LLC
| 16,825 | 3,613 | 540,587,000 | 0.00 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 15,671 | 742 | 503,509,000 | 0.01 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 14,014 | -856 | 450,285,000 | 0.01 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 11,985 | 3,626 | 385,067,000 | 0.00 | |
Hist
| 06/30/2023 |
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Wealthcare Advisory Partners LLC
| 8,943 | -1,405 | 287,325,000 | 0.01 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 8,059 | 670 | 250,151,000 | 0.00 | |
Hist
| 03/31/2023 |
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Gateway Wealth Partners, LLC
| 7,723 | 7,723 | 248,127,000 | 0.04 | |
Hist
| 06/30/2023 |
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Whitaker-Myers Wealth Managers, LTD.
| 6,950 | -788 | 211,218,000 | 0.13 | |
Hist
| 09/30/2023 |
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Belpointe Asset Management LLC
| 6,296 | 6,296 | 195,428,000 | 0.01 | |
Hist
| 03/31/2023 |
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IAG Wealth Partners, LLC
| 4,360 | 1,870 | 140,087,000 | 0.04 | |
Hist
| 06/30/2023 |
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Cornerstone Planning Group LLC
| 4,071 | 4,071 | 130,801,000 | 0.05 | |
Hist
| 06/30/2023 |
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HOWE & RUSLING INC
| 3,378 | 0 | 108,536,000 | 0.01 | |
Hist
| 06/30/2023 |
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Ambassador Advisors, LLC
| 2,255 | -431 | 66,704,000 | 0.02 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 1,905 | -191 | 61,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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CONCOURSE FINANCIAL GROUP SECURITIES, INC.
| 1,876 | 1,876 | 60,275,000 | 0.00 | |
Hist
| 06/30/2023 |
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OLIVER LAGORE VANVALIN INVESTMENT GROUP
| 1,618 | 1,618 | 51,986,000 | 0.02 | |
Hist
| 06/30/2023 |
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Geneos Wealth Management Inc.
| 1,456 | -6,282 | 46,781,000 | 0.00 | |
Hist
| 06/30/2023 |
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Ameritas Advisory Services, LLC
| 1,493 | 1,493 | 45,778,000 | 0.00 | |
Hist
| 03/31/2023 |
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Values First Advisors, Inc.
| 311 | -6,712 | 9,665,000 | 0.01 | |
Hist
| 03/31/2023 |
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CreativeOne Wealth, LLC
| 249,646 | 242,786 | 8,021,000 | | |
Hist
| 06/30/2023 |
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FMR LLC
| 100 | 0 | 3,213,000 | 0.00 | |
Hist
| 06/30/2023 |
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