AllianceBernstein National Municipal Income Fund, Inc.(AFB)

$10.97▼-0.11 (-99.28%)

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AllianceBernstein National Municipal Income Fund, Inc.(AFB)

NYSE

$10.97▼-0.11 (-99.28%)

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AFB(AFB)

AFB

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 149 Institutional Holders

Holder	Shares	Date	Change	% Held
Pathstone Holdings, LLC	3.09M	Mar 31, 26	+346.00K	10.74%
Karpus Management, Inc.	2.55M	Mar 31, 26	+1.01M	8.88%
Allspring Global Investments Holdings, LLC	1.46M	Mar 31, 26	+31.83K	5.10%
RIVERNORTH CAPITAL MANAGEMENT, LLC	1.06M	Mar 31, 26	+21.64K	3.69%
KEYBANK NATIONAL ASSOCIATION/OH	959.58K	Mar 31, 26	+28.84K	3.34%
MORGAN STANLEY	879.50K	Mar 31, 26	+165.32K	3.06%
GUGGENHEIM CAPITAL LLC	706.28K	Mar 31, 26	+1.24K	2.46%
Advisors Asset Management, Inc.	688.07K	Mar 31, 26	-11.83K	2.39%
SIT INVESTMENT ASSOCIATES INC	676.74K	Mar 31, 26	+195.75K	2.35%
Hennion & Walsh Asset Management, Inc.	606.14K	Mar 31, 26	-3.65K	2.11%
WELLS FARGO & COMPANY/MN	508.07K	Mar 31, 26	+13.38K	1.77%
Saba Capital Management, L.P.	459.32K	Mar 31, 26	-2.30M	1.60%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	453.64K	Mar 31, 26	--	1.58%
Rareview Capital LLC	420.22K	Mar 31, 26	+420.22K	1.46%
VAN ECK ASSOCIATES CORP	271.63K	Mar 31, 26	+29.14K	0.94%
ROBINSON CAPITAL MANAGEMENT, LLC	265.46K	Mar 31, 26	+180.99K	0.92%
Altium Capital Management LP	222.26K	Mar 31, 26	+125.42K	0.77%
Almitas Capital LLC	214.28K	Mar 31, 26	--	0.75%
COMMONWEALTH EQUITY SERVICES, LLC	194.42K	Mar 31, 26	-2.77K	0.68%
RIVERBRIDGE PARTNERS LLC	155.03K	Mar 31, 26	+16.14K	0.54%
Logan Stone Capital, LLC	152.88K	Mar 31, 26	-36.09K	0.53%
Fiera Capital Corp	147.98K	Mar 31, 26	-120.23K	0.51%
Bank of New York Mellon Corp	147.06K	Mar 31, 26	+6.19K	0.51%
Indiana Trust & Investment Management CO	137.00K	Mar 31, 26	-15.25K	0.48%
LORD, ABBETT & CO. LLC	129.03K	Mar 31, 26	+13.95K	0.45%
WHITEBOX ADVISORS LLC	113.65K	Mar 31, 26	--	0.40%
Dakota Wealth Management	104.13K	Mar 31, 26	+37.90K	0.36%
LPL Financial LLC	99.32K	Mar 31, 26	+26	0.35%
WILEY BROS.-AINTREE CAPITAL, LLC	92.70K	Mar 31, 26	+9.54K	0.32%
ROYAL BANK OF CANADA	78.45K	Mar 31, 26	-136.77K	0.27%
COHEN & STEERS, INC.	78.00K	Mar 31, 26	--	0.27%
Integrated Wealth Concepts LLC	73.16K	Mar 31, 26	-51	0.25%
Capital Investment Advisors, LLC	68.85K	Mar 31, 26	-2.57K	0.24%
Noble Wealth Management PBC	64.55K	Mar 31, 26	+9.36K	0.22%
Summit Trail Advisors, LLC	64.34K	Mar 31, 26	+64.34K	0.22%
AMERIPRISE FINANCIAL INC	57.55K	Mar 31, 26	+15.14K	0.20%
ENVESTNET ASSET MANAGEMENT INC	56.80K	Mar 31, 26	+14.30K	0.20%
PETRA FINANCIAL ADVISORS INC	53.35K	Mar 31, 26	+53.35K	0.19%
Traub Capital Management LLC	50.29K	Mar 31, 26	+3.50K	0.17%
MELFA WEALTH MANAGEMENT, LLC	47.65K	Mar 31, 26	--	0.17%
KENNEDY INVESTMENT GROUP	47.28K	Mar 31, 26	-4.81K	0.16%
Creative Planning	45.28K	Mar 31, 26	-7.83K	0.16%
HighTower Advisors, LLC	41.84K	Mar 31, 26	-9.26K	0.15%
Lido Advisors, LLC	37.54K	Mar 31, 26	-274.54K	0.13%
1607 Capital Partners, LLC	35.95K	Mar 31, 26	--	0.13%
Invesco Ltd.	35.35K	Mar 31, 26	+35.35K	0.12%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	33.72K	Mar 31, 26	--	0.12%
STIFEL FINANCIAL CORP	32.66K	Mar 31, 26	+17	0.11%
ProVise Management Group, LLC	28.86K	Mar 31, 26	--	0.10%
Catalina Capital Group, LLC	27.51K	Mar 31, 26	+7.82K	0.10%
Jupiter Wealth Management LLC	27.18K	Mar 31, 26	+27.18K	0.09%
UBS Group AG	26.88K	Mar 31, 26	-129.26K	0.09%
Wellspring Financial Advisors, LLC	26.09K	Mar 31, 26	+13.10K	0.09%
RAYMOND JAMES FINANCIAL INC	23.56K	Mar 31, 26	+4.09K	0.08%
BALANCED WEALTH GROUP LLC	23.25K	Mar 31, 26	+10.53K	0.08%
ADVISOR GROUP HOLDINGS, INC.	20.49K	Mar 31, 26	+8.02K	0.07%
Smith Asset Management Co., LLC	18.20K	Mar 31, 26	--	0.06%
US BANCORP \DE\	17.23K	Mar 31, 26	--	0.06%
Cerity Partners LLC	15.61K	Mar 31, 26	+4.08K	0.05%
Merit Financial Group, LLC	15.17K	Mar 31, 26	+2.80K	0.05%
Independent Advisor Alliance	14.97K	Mar 31, 26	--	0.05%
Ackerman Capital Advisors, LLC	14.10K	Mar 31, 26	+14.10K	0.05%
CHOREO, LLC	13.09K	Mar 31, 26	+2.21K	0.05%
River Street Advisors LLC	11.18K	Mar 31, 26	--	0.04%
DUNCKER STREETT & CO INC	11.00K	Mar 31, 26	--	0.04%
U.S. Capital Wealth Advisors, LLC	10.21K	Mar 31, 26	--	0.04%
ACCREDITED INVESTOR SERVICES, LLC	10.08K	Mar 31, 26	+10.08K	0.04%
NOMURA HOLDINGS INC	10.00K	Mar 31, 26	+10.00K	0.03%
RMB Capital Management, LLC	10.00K	Mar 31, 26	+10.00K	0.03%
Allworth Financial LP	7.00K	Mar 31, 26	--	0.02%
Steward Partners Investment Advisory, LLC	3.33K	Mar 31, 26	--	0.01%
Pinnacle Wealth Planning Services, Inc.	1.93K	Mar 31, 26	+333	0.01%
Scarborough Advisors, LLC	1.89K	Mar 31, 26	+108	0.01%
Golden State Equity Partners	1.57K	Mar 31, 26	+1.57K	0.01%
PRIVATE TRUST CO NA	1.10K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	729	Mar 31, 26	--	0.00%
MOTCO	725	Mar 31, 26	--	0.00%
BlackRock, Inc.	595	Mar 31, 26	+595	0.00%
WPG Advisers, LLC	535	Mar 31, 26	+91	0.00%
Destiny Wealth Partners, LLC	532	Mar 31, 26	+532	0.00%
HARBOUR INVESTMENTS, INC.	500	Mar 31, 26	--	0.00%
True Link Financial Advisors, LLC	279	Mar 31, 26	+279	0.00%
HIGHLINE WEALTH PARTNERS LLC	275	Mar 31, 26	+275	0.00%
Community Financial Services Group, LLC	200	Mar 31, 26	+200	0.00%
FIFTH THIRD BANCORP	77	Mar 31, 26	+77	0.00%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-12.15K	--
SMH CAPITAL ADVISORS INC	--	Mar 31, 26	-12.61K	--
BANK OF MONTREAL /CAN/	--	Mar 31, 26	-12.99K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-16.68K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Mar 31, 26	-93.98K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Mar 31, 26	-27.20K	--
Bulldog Investors, LLP	--	Mar 31, 26	-10.47K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-3.98K	--
MONTAG A & ASSOCIATES INC	--	Mar 31, 26	-322	--
PFG Investments, LLC	--	Mar 31, 26	-14.04K	--
AMERICAN NATIONAL BANK	--	Mar 31, 26	-828	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-15.07K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-11.01K	--
Karpus Management, Inc.	1.54M	Dec 31, 25	+257.86K	5.36%
MORGAN STANLEY	714.18K	Dec 31, 25	+2.91K	2.48%
GUGGENHEIM CAPITAL LLC	705.05K	Dec 31, 25	+232.96K	2.45%
Lido Advisors, LLC	312.07K	Dec 31, 25	--	1.09%
Almitas Capital LLC	214.28K	Dec 31, 25	--	0.75%
Logan Stone Capital, LLC	188.97K	Dec 31, 25	+71.30K	0.66%
WHITEBOX ADVISORS LLC	113.65K	Dec 31, 25	--	0.40%
BALYASNY ASSET MANAGEMENT L.P.	93.98K	Dec 31, 25	+93.98K	0.33%
WILEY BROS.-AINTREE CAPITAL, LLC	83.15K	Dec 31, 25	+83.15K	0.29%
BANK OF AMERICA CORP /DE/	56.38K	Dec 31, 25	-3.45K	0.20%
AMERIPRISE FINANCIAL INC	42.41K	Dec 31, 25	-244.01K	0.15%
1607 Capital Partners, LLC	35.95K	Dec 31, 25	-14.96K	0.13%
RAYMOND JAMES FINANCIAL INC	19.47K	Dec 31, 25	+430	0.07%
Arete Wealth Advisors, LLC	18.90K	Dec 31, 25	-22.31K	0.07%
Smith Asset Management Co., LLC	18.20K	Dec 31, 25	--	0.06%
US BANCORP \DE\	17.23K	Dec 31, 25	+4.45K	0.06%
Wellspring Financial Advisors, LLC	12.99K	Dec 31, 25	+800	0.05%
Cerity Partners LLC	11.54K	Dec 31, 25	+11.54K	0.04%
Allworth Financial LP	7.00K	Dec 31, 25	--	0.02%
Global Retirement Partners, LLC	4.67K	Dec 31, 25	+3.67K	0.02%
ORG Partners LLC	1.57K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	169	Dec 31, 25	+2	0.00%
COMERICA BANK	66	Dec 31, 25	--	0.00%
TCG Advisory Services, LLC	--	Dec 31, 25	-24.37K	--
CAROLINAS WEALTH CONSULTING LLC	10.00K	Mar 31, 25	+10.00K	0.03%
RE Dickinson Investment Advisors, LLC	7	Dec 31, 24	+7	0.00%
Edmonds Duncan Registered Investment Advisors, LLC	101.75K	Sep 30, 24	+2.74K	0.35%
RAYMOND JAMES TRUST N.A.	15.54K	Sep 30, 24	--	0.05%
RAYMOND JAMES & ASSOCIATES	--	Sep 30, 24	-10.89K	--
Private Wealth Strategies, L.L.C.	767.96K	Jun 30, 24	+3.85K	2.67%
ADVISOR PARTNERS II, LLC	500.05K	Sep 30, 23	+500.05K	1.74%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-2.03K	--
Hightower 6M Holding, LLC	35.96K	Sep 30, 22	+860	0.13%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2.75M	Mar 31, 22	+106.33K	9.56%
6 Meridian	23.01K	Dec 31, 21	-2.37K	0.08%
Reby Advisors, LLC	790	Dec 31, 20	+790	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	38.78K	Dec 31, 19	+12.35K	0.13%
Advisor Group, Inc.	14.13K	Dec 31, 19	+1.20K	0.05%
Vestpro Financial Partners, Inc. dba CPF Texas	1.20K	Sep 30, 18	--	0.00%
Commonwealth Equity Services, Inc	84.44K	Jun 30, 17	+3.17K	0.29%
MSI Financial Services Inc	7.38K	Dec 31, 16	+49	0.03%
WESTPORT RESOURCES MANAGEMENT INC	1.39K	Sep 30, 16	-13.24K	0.00%
NEWGATE CAPITAL MANAGEMENT LLC	175.97K	Jun 30, 16	-1.54K	0.61%
Samson Capital Advisors LLC	286.90K	Sep 30, 15	+286.90K	1.00%
J.P. Turner & Co Capital Mnagement, LLC	28.79K	Sep 30, 15	+28.79K	0.10%
BAIRD ROBERT W & CO INC /WI/	11.68K	Mar 31, 15	+11.68K	0.04%
UBS AG	60.63K	Sep 30, 14	+1.99K	0.21%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-15.60K	--
KNIGHT CAPITAL GROUP LLC	14.69K	Jun 30, 13	+14.69K	0.05%
First Allied Securities, Inc.	31.59K	Jun 30, 12	+2.40K	0.11%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	284.68K	Jun 30, 10	-58.53K	0.99%

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Holder

Date

Change

% Held

Pathstone Holdings, LLC

3.09M

Mar 31, 26

+346.00K

10.74%

Karpus Management, Inc.

2.55M

Mar 31, 26

+1.01M

8.88%

Allspring Global Investments Holdings, LLC

1.46M

Mar 31, 26

+31.83K

5.10%

RIVERNORTH CAPITAL MANAGEMENT, LLC

1.06M

Mar 31, 26

+21.64K

3.69%

KEYBANK NATIONAL ASSOCIATION/OH

959.58K

Mar 31, 26

+28.84K

3.34%

MORGAN STANLEY

879.50K

Mar 31, 26

+165.32K

3.06%

GUGGENHEIM CAPITAL LLC

706.28K

Mar 31, 26

+1.24K

2.46%

Advisors Asset Management, Inc.

688.07K

Mar 31, 26

-11.83K

2.39%

SIT INVESTMENT ASSOCIATES INC

676.74K

Mar 31, 26

+195.75K

2.35%

Hennion & Walsh Asset Management, Inc.

606.14K

Mar 31, 26

-3.65K

2.11%

WELLS FARGO & COMPANY/MN

508.07K

Mar 31, 26

+13.38K

1.77%

Saba Capital Management, L.P.

459.32K

Mar 31, 26

-2.30M

1.60%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

453.64K

Mar 31, 26

1.58%

Rareview Capital LLC

420.22K

Mar 31, 26

+420.22K

1.46%

VAN ECK ASSOCIATES CORP

271.63K

Mar 31, 26

+29.14K

0.94%

ROBINSON CAPITAL MANAGEMENT, LLC

265.46K

Mar 31, 26

+180.99K

0.92%

Altium Capital Management LP

222.26K

Mar 31, 26

+125.42K

0.77%

Almitas Capital LLC

214.28K

Mar 31, 26

0.75%

COMMONWEALTH EQUITY SERVICES, LLC

194.42K

Mar 31, 26

-2.77K

0.68%

RIVERBRIDGE PARTNERS LLC

155.03K

Mar 31, 26

+16.14K

0.54%

Logan Stone Capital, LLC

152.88K

Mar 31, 26

-36.09K

0.53%

Fiera Capital Corp

147.98K

Mar 31, 26

-120.23K

0.51%

Bank of New York Mellon Corp

147.06K

Mar 31, 26

+6.19K

0.51%

Indiana Trust & Investment Management CO

137.00K

Mar 31, 26

-15.25K

0.48%

LORD, ABBETT & CO. LLC

129.03K

Mar 31, 26

+13.95K

0.45%

WHITEBOX ADVISORS LLC

113.65K

Mar 31, 26

0.40%

Dakota Wealth Management

104.13K

Mar 31, 26

+37.90K

0.36%

LPL Financial LLC

99.32K

Mar 31, 26

+26

0.35%

WILEY BROS.-AINTREE CAPITAL, LLC

92.70K

Mar 31, 26

+9.54K

0.32%

ROYAL BANK OF CANADA

78.45K

Mar 31, 26

-136.77K

0.27%

COHEN & STEERS, INC.

78.00K

Mar 31, 26

0.27%

Integrated Wealth Concepts LLC

73.16K

Mar 31, 26

-51

0.25%

Capital Investment Advisors, LLC

68.85K

Mar 31, 26

-2.57K

0.24%

Noble Wealth Management PBC

64.55K

Mar 31, 26

+9.36K

0.22%

Summit Trail Advisors, LLC

64.34K

Mar 31, 26

+64.34K

0.22%

AMERIPRISE FINANCIAL INC

57.55K

Mar 31, 26

+15.14K

0.20%

ENVESTNET ASSET MANAGEMENT INC

56.80K

Mar 31, 26

+14.30K

0.20%

PETRA FINANCIAL ADVISORS INC

53.35K

Mar 31, 26

+53.35K

0.19%

Traub Capital Management LLC

50.29K

Mar 31, 26

+3.50K

0.17%

MELFA WEALTH MANAGEMENT, LLC

47.65K

Mar 31, 26

0.17%

KENNEDY INVESTMENT GROUP

47.28K

Mar 31, 26

-4.81K

0.16%

Creative Planning

45.28K

Mar 31, 26

-7.83K

0.16%

HighTower Advisors, LLC

41.84K

Mar 31, 26

-9.26K

0.15%

Lido Advisors, LLC

37.54K

Mar 31, 26

-274.54K

0.13%

1607 Capital Partners, LLC

35.95K

Mar 31, 26

0.13%

Invesco Ltd.

35.35K

Mar 31, 26

+35.35K

0.12%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

33.72K

Mar 31, 26

0.12%

STIFEL FINANCIAL CORP

32.66K

Mar 31, 26

+17

0.11%

ProVise Management Group, LLC

28.86K

Mar 31, 26

0.10%

Catalina Capital Group, LLC

27.51K

Mar 31, 26

+7.82K

0.10%

Jupiter Wealth Management LLC

27.18K

Mar 31, 26

+27.18K

0.09%

UBS Group AG

26.88K

Mar 31, 26

-129.26K

0.09%

Wellspring Financial Advisors, LLC

26.09K

Mar 31, 26

+13.10K

0.09%

RAYMOND JAMES FINANCIAL INC

23.56K

Mar 31, 26

+4.09K

0.08%

BALANCED WEALTH GROUP LLC

23.25K

Mar 31, 26

+10.53K

0.08%

ADVISOR GROUP HOLDINGS, INC.

20.49K

Mar 31, 26

+8.02K

0.07%

Smith Asset Management Co., LLC

18.20K

Mar 31, 26

0.06%

US BANCORP \DE\

17.23K

Mar 31, 26

0.06%

Cerity Partners LLC

15.61K

Mar 31, 26

+4.08K

0.05%

Merit Financial Group, LLC

15.17K

Mar 31, 26

+2.80K

0.05%

Independent Advisor Alliance

14.97K

Mar 31, 26

0.05%

Ackerman Capital Advisors, LLC

14.10K

Mar 31, 26

+14.10K

0.05%

CHOREO, LLC

13.09K

Mar 31, 26

+2.21K

0.05%

River Street Advisors LLC

11.18K

Mar 31, 26

0.04%

DUNCKER STREETT & CO INC

11.00K

Mar 31, 26

0.04%

U.S. Capital Wealth Advisors, LLC

10.21K

Mar 31, 26

0.04%

ACCREDITED INVESTOR SERVICES, LLC

10.08K

Mar 31, 26

+10.08K

0.04%

NOMURA HOLDINGS INC

10.00K

Mar 31, 26

+10.00K

0.03%

RMB Capital Management, LLC

10.00K

Mar 31, 26

+10.00K

0.03%

Allworth Financial LP

7.00K

Mar 31, 26

0.02%

Steward Partners Investment Advisory, LLC

3.33K

Mar 31, 26

0.01%

Pinnacle Wealth Planning Services, Inc.

1.93K

Mar 31, 26

+333

0.01%

Scarborough Advisors, LLC

1.89K

Mar 31, 26

+108

0.01%

Golden State Equity Partners

1.57K

Mar 31, 26

+1.57K

0.01%

PRIVATE TRUST CO NA

1.10K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

729

Mar 31, 26

0.00%

MOTCO

725

Mar 31, 26

0.00%

BlackRock, Inc.

595

Mar 31, 26

+595

0.00%

WPG Advisers, LLC

535

Mar 31, 26

+91

0.00%

Destiny Wealth Partners, LLC

532

Mar 31, 26

+532

0.00%

HARBOUR INVESTMENTS, INC.

500

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

279

Mar 31, 26

+279

0.00%

HIGHLINE WEALTH PARTNERS LLC

275

Mar 31, 26

+275

0.00%

Community Financial Services Group, LLC

200

Mar 31, 26

+200

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+77

0.00%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-12.15K

SMH CAPITAL ADVISORS INC

Mar 31, 26

-12.61K

BANK OF MONTREAL /CAN/

Mar 31, 26

-12.99K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-16.68K

BALYASNY ASSET MANAGEMENT L.P.

Mar 31, 26

-93.98K

WOLVERINE ASSET MANAGEMENT LLC

Mar 31, 26

-27.20K

Bulldog Investors, LLP

Mar 31, 26

-10.47K

Elyxium Wealth, LLC

Mar 31, 26

-3.98K

MONTAG A & ASSOCIATES INC

Mar 31, 26

-322

PFG Investments, LLC

Mar 31, 26

-14.04K

AMERICAN NATIONAL BANK

Mar 31, 26

-828

JANE STREET GROUP, LLC

Mar 31, 26

-15.07K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-11.01K

Karpus Management, Inc.

1.54M

Dec 31, 25

+257.86K

5.36%

MORGAN STANLEY

714.18K

Dec 31, 25

+2.91K

2.48%

GUGGENHEIM CAPITAL LLC

705.05K

Dec 31, 25

+232.96K

2.45%

Lido Advisors, LLC

312.07K

Dec 31, 25

1.09%

Almitas Capital LLC

214.28K

Dec 31, 25

0.75%

Logan Stone Capital, LLC

188.97K

Dec 31, 25

+71.30K

0.66%

WHITEBOX ADVISORS LLC

113.65K

Dec 31, 25

0.40%

BALYASNY ASSET MANAGEMENT L.P.

93.98K

Dec 31, 25

+93.98K

0.33%

WILEY BROS.-AINTREE CAPITAL, LLC

83.15K

Dec 31, 25

+83.15K

0.29%

BANK OF AMERICA CORP /DE/

56.38K

Dec 31, 25

-3.45K

0.20%

AMERIPRISE FINANCIAL INC

42.41K

Dec 31, 25

-244.01K

0.15%

1607 Capital Partners, LLC

35.95K

Dec 31, 25

-14.96K

0.13%

RAYMOND JAMES FINANCIAL INC

19.47K

Dec 31, 25

+430

0.07%

Arete Wealth Advisors, LLC

18.90K

Dec 31, 25

-22.31K

0.07%

Smith Asset Management Co., LLC

18.20K

Dec 31, 25

0.06%

US BANCORP \DE\

17.23K

Dec 31, 25

+4.45K

0.06%

Wellspring Financial Advisors, LLC

12.99K

Dec 31, 25

+800

0.05%

Cerity Partners LLC

11.54K

Dec 31, 25

+11.54K

0.04%

Allworth Financial LP

7.00K

Dec 31, 25

0.02%

Global Retirement Partners, LLC

4.67K

Dec 31, 25

+3.67K

0.02%

ORG Partners LLC

1.57K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

169

Dec 31, 25

0.00%

COMERICA BANK

Dec 31, 25

0.00%

TCG Advisory Services, LLC

Dec 31, 25

-24.37K

CAROLINAS WEALTH CONSULTING LLC

10.00K

Mar 31, 25

+10.00K

0.03%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

0.00%

Edmonds Duncan Registered Investment Advisors, LLC

101.75K

Sep 30, 24

+2.74K

0.35%

RAYMOND JAMES TRUST N.A.

15.54K

Sep 30, 24

0.05%

RAYMOND JAMES & ASSOCIATES

Sep 30, 24

-10.89K

Private Wealth Strategies, L.L.C.

767.96K

Jun 30, 24

+3.85K

2.67%

ADVISOR PARTNERS II, LLC

500.05K

Sep 30, 23

+500.05K

1.74%

BDO Wealth Advisors, LLC

Jun 30, 23

-2.03K

Hightower 6M Holding, LLC

35.96K

Sep 30, 22

+860

0.13%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.75M

Mar 31, 22

+106.33K

9.56%

6 Meridian

23.01K

Dec 31, 21

-2.37K

0.08%

Reby Advisors, LLC

790

Dec 31, 20

+790

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

38.78K

Dec 31, 19

+12.35K

0.13%

Advisor Group, Inc.

14.13K

Dec 31, 19

+1.20K

0.05%

Vestpro Financial Partners, Inc. dba CPF Texas

1.20K

Sep 30, 18

0.00%

Commonwealth Equity Services, Inc

84.44K

Jun 30, 17

+3.17K

0.29%

MSI Financial Services Inc

7.38K

Dec 31, 16

+49

0.03%

WESTPORT RESOURCES MANAGEMENT INC

1.39K

Sep 30, 16

-13.24K

0.00%

NEWGATE CAPITAL MANAGEMENT LLC

175.97K

Jun 30, 16

-1.54K

0.61%

Samson Capital Advisors LLC

286.90K

Sep 30, 15

+286.90K

1.00%

J.P. Turner & Co Capital Mnagement, LLC

28.79K

Sep 30, 15

+28.79K

0.10%

BAIRD ROBERT W & CO INC /WI/

11.68K

Mar 31, 15

+11.68K

0.04%

UBS AG

60.63K

Sep 30, 14

+1.99K

0.21%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-15.60K

KNIGHT CAPITAL GROUP LLC

14.69K

Jun 30, 13

+14.69K

0.05%

First Allied Securities, Inc.

31.59K

Jun 30, 12

+2.40K

0.11%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

284.68K

Jun 30, 10

-58.53K

0.99%