Calamos Strategic Total Return Fund(CSQ)

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Calamos Strategic Total Return Fund(CSQ)

NASDAQ

$20.55—

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CSQ(CSQ)

CSQ

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Institutional Ownership

Top 297 Institutional Holders

Holder	Shares	Date	Change	% Held
David J Yvars Group	45.21K	Jun 30, 26	+1.82K	0.03%
Quad-Cities Investment Group, LLC	33.34K	Jun 30, 26	+2.77K	0.02%
Wealthcare Advisory Partners LLC	29.17K	Jun 30, 26	+1.01K	0.02%
DOLIVER ADVISORS, LP	26.48K	Jun 30, 26	--	0.02%
Dynamic Advisor Solutions LLC	14.28K	Jun 30, 26	-1.35K	0.01%
Lantz Financial LLC	14.00K	Jun 30, 26	+462	0.01%
Private Wealth Group, LLC	11.40K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	3.50K	Jun 30, 26	--	0.00%
EASTERN BANK	3.06K	Jun 30, 26	--	0.00%
CX Institutional	3.02K	Jun 30, 26	-1.38K	0.00%
JFS WEALTH ADVISORS, LLC	163	Jun 30, 26	+163	0.00%
Hilltop National Bank	--	Jun 30, 26	-1.12K	--
BANK OF AMERICA CORP /DE/	4.86M	Mar 31, 26	+84.34K	3.03%
MORGAN STANLEY	4.37M	Mar 31, 26	+154.93K	2.72%
UBS Group AG	3.91M	Mar 31, 26	-22.80K	2.44%
WELLS FARGO & COMPANY/MN	3.06M	Mar 31, 26	+5.51K	1.91%
RAYMOND JAMES FINANCIAL INC	2.13M	Mar 31, 26	+33.31K	1.33%
ROYAL BANK OF CANADA	2.12M	Mar 31, 26	+91.55K	1.32%
Karpus Management, Inc.	1.94M	Mar 31, 26	+598.82K	1.21%
LPL Financial LLC	1.22M	Mar 31, 26	+18.30K	0.76%
Bensler, LLC	1.11M	Mar 31, 26	+27.60K	0.70%
McGowan Group Asset Management, Inc.	794.70K	Mar 31, 26	-2.88K	0.50%
Cetera Investment Advisers	782.63K	Mar 31, 26	+27.84K	0.49%
Rockefeller Capital Management L.P.	710.18K	Mar 31, 26	+39.95K	0.44%
Advisors Asset Management, Inc.	649.08K	Mar 31, 26	-26.94K	0.40%
Shaker Financial Services, LLC	612.58K	Mar 31, 26	+286.71K	0.38%
WILEY BROS.-AINTREE CAPITAL, LLC	555.19K	Mar 31, 26	-24.90K	0.35%
Stratos Wealth Partners, LTD.	525.79K	Mar 31, 26	-7.87K	0.33%
1607 Capital Partners, LLC	432.64K	Mar 31, 26	+281.43K	0.27%
STIFEL FINANCIAL CORP	388.54K	Mar 31, 26	-4.51K	0.24%
ADVISOR GROUP HOLDINGS, INC.	330.36K	Mar 31, 26	+29.96K	0.21%
GUGGENHEIM CAPITAL LLC	324.55K	Mar 31, 26	-46.04K	0.20%
TRUIST FINANCIAL CORP	308.37K	Mar 31, 26	+22.47K	0.19%
AMERIPRISE FINANCIAL INC	286.76K	Mar 31, 26	-12.40K	0.18%
Apollon Wealth Management, LLC	281.07K	Mar 31, 26	-118.90K	0.18%
READYSTATE ASSET MANAGEMENT LP	236.61K	Mar 31, 26	-257.63K	0.15%
Smith Asset Management Co., LLC	229.86K	Mar 31, 26	+5.91K	0.14%
Janney Montgomery Scott LLC	221.04K	Mar 31, 26	+9.11K	0.14%
WOLVERINE ASSET MANAGEMENT LLC	210.79K	Mar 31, 26	+51.82K	0.13%
RIVERNORTH CAPITAL MANAGEMENT, LLC	172.46K	Mar 31, 26	+172.46K	0.11%
Pensionmark Financial Group, LLC	171.96K	Mar 31, 26	+25.57K	0.11%
DAVENPORT & Co LLC	167.22K	Mar 31, 26	-36.15K	0.10%
Sanctuary Advisors, LLC	166.60K	Mar 31, 26	+482	0.10%
Cambridge Investment Research Advisors, Inc.	166.10K	Mar 31, 26	+14.27K	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	159.34K	Mar 31, 26	-5.67K	0.10%
ENVESTNET ASSET MANAGEMENT INC	147.04K	Mar 31, 26	+55.42K	0.09%
CAPTRUST FINANCIAL ADVISORS	137.57K	Mar 31, 26	+41.50K	0.09%
Clearstead Advisors, LLC	136.25K	Mar 31, 26	+834	0.08%
Savant Capital, LLC	135.34K	Mar 31, 26	--	0.08%
Logan Stone Capital, LLC	130.38K	Mar 31, 26	+110.78K	0.08%
Pointe Capital Management LLC	124.10K	Mar 31, 26	+11.26K	0.08%
Steward Partners Investment Advisory, LLC	123.45K	Mar 31, 26	-10.33K	0.08%
HighTower Advisors, LLC	120.09K	Mar 31, 26	+2.84K	0.07%
FOUNDERS FINANCIAL SECURITIES LLC	118.73K	Mar 31, 26	--	0.07%
Mariner, LLC	107.05K	Mar 31, 26	+9.78K	0.07%
Aviance Capital Partners, LLC	98.84K	Mar 31, 26	+211	0.06%
Kestra Advisory Services, LLC	87.66K	Mar 31, 26	+17.68K	0.05%
Meridian Wealth Advisors, LLC	85.72K	Mar 31, 26	-12.00K	0.05%
Calamos Advisors LLC	85.16K	Mar 31, 26	+85.16K	0.05%
Calamos Wealth Management LLC	85.16K	Mar 31, 26	--	0.05%
Private Advisor Group, LLC	81.94K	Mar 31, 26	+549	0.05%
Invesco Ltd.	76.64K	Mar 31, 26	-7.86K	0.05%
LAKE STREET FINANCIAL LLC	74.25K	Mar 31, 26	+8.30K	0.05%
OPPENHEIMER & CO INC	73.06K	Mar 31, 26	+3.88K	0.05%
FIFTH THIRD BANCORP	66.28K	Mar 31, 26	+66.28K	0.04%
Snowden Capital Advisors LLC	65.88K	Mar 31, 26	+1.88K	0.04%
NewEdge Advisors, LLC	64.14K	Mar 31, 26	+1.41K	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	63.28K	Mar 31, 26	+8.11K	0.04%
Mesirow Financial Investment Management, Inc.	60.95K	Mar 31, 26	+5.58K	0.04%
CENTRAL TRUST Co	60.11K	Mar 31, 26	+93	0.04%
HARBOUR INVESTMENTS, INC.	57.59K	Mar 31, 26	+1.68K	0.04%
U.S. Capital Wealth Advisors, LLC	54.31K	Mar 31, 26	-6.09K	0.03%
Dakota Wealth Management	53.60K	Mar 31, 26	+10.72K	0.03%
M&T BANK CORP	45.70K	Mar 31, 26	--	0.03%
Waverly Advisors, LLC	45.24K	Mar 31, 26	+2.09K	0.03%
Concurrent Investment Advisors, LLC	42.10K	Mar 31, 26	+1.59K	0.03%
PFG Investments, LLC	39.69K	Mar 31, 26	-1.27K	0.02%
Western Wealth Management, LLC	38.81K	Mar 31, 26	--	0.02%
Palogic Value Management, L.P.	38.80K	Mar 31, 26	--	0.02%
JANE STREET GROUP, LLC	35.18K	Mar 31, 26	+35.18K	0.02%
Beacon Pointe Advisors, LLC	34.99K	Mar 31, 26	+18.18K	0.02%
Aptus Capital Advisors, LLC	34.55K	Mar 31, 26	+11.59K	0.02%
TrueMark Investments, LLC	33.30K	Mar 31, 26	+33.30K	0.02%
QTR Family Wealth, LLC	32.37K	Mar 31, 26	+26	0.02%
Kovack Advisors, Inc.	31.70K	Mar 31, 26	-2.72K	0.02%
GOLDMAN SACHS GROUP INC	31.65K	Mar 31, 26	--	0.02%
Pathstone Holdings, LLC	30.89K	Mar 31, 26	--	0.02%
NWF Advisory Services Inc.	30.33K	Mar 31, 26	-2.00K	0.02%
Integrated Wealth Concepts LLC	29.35K	Mar 31, 26	+29.35K	0.02%
D.A. DAVIDSON & CO.	29.30K	Mar 31, 26	-163	0.02%
Gryphon Financial Partners LLC	28.98K	Mar 31, 26	--	0.02%
Brookstone Capital Management	28.34K	Mar 31, 26	+967	0.02%
NINE MASTS CAPITAL Ltd	27.66K	Mar 31, 26	--	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	27.39K	Mar 31, 26	+2.75K	0.02%
Mezzasalma Advisors, LLC	27.05K	Mar 31, 26	+323	0.02%
LOWE BROCKENBROUGH & CO INC	26.64K	Mar 31, 26	-2.10K	0.02%
WCG Wealth Advisors LLC	25.69K	Mar 31, 26	--	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	24.65K	Mar 31, 26	+2.52K	0.02%
Fairman Group, LLC	23.57K	Mar 31, 26	--	0.01%
Uniting Wealth Partners, LLC	22.99K	Mar 31, 26	-519	0.01%
Baird Financial Group, Inc.	22.90K	Mar 31, 26	-759	0.01%
Sequoia Financial Advisors, LLC	22.77K	Mar 31, 26	+5.50K	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	22.76K	Mar 31, 26	-195	0.01%
ELCO Management Co., LLC	21.42K	Mar 31, 26	-200	0.01%
Summit Financial, LLC	21.25K	Mar 31, 26	+42	0.01%
WealthTrust Axiom LLC	21.01K	Mar 31, 26	--	0.01%
SMITH, MOORE & CO.	20.40K	Mar 31, 26	+250	0.01%
Game Plan Financial Advisors, LLC	20.00K	Mar 31, 26	--	0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC	19.80K	Mar 31, 26	+213	0.01%
Caprock Group, LLC	19.74K	Mar 31, 26	--	0.01%
Strategies Wealth Advisors, LLC	18.96K	Mar 31, 26	--	0.01%
Dana Investment Advisors, Inc.	18.79K	Mar 31, 26	--	0.01%
Cascade Financial Partners, LLC	18.72K	Mar 31, 26	+18.72K	0.01%
San Luis Wealth Advisors LLC	18.65K	Mar 31, 26	--	0.01%
Mount Yale Investment Advisors, LLC	18.61K	Mar 31, 26	--	0.01%
Vestmark Advisory Solutions, Inc.	18.61K	Mar 31, 26	--	0.01%
WEDBUSH SECURITIES INC	18.52K	Mar 31, 26	+1.46K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	18.46K	Mar 31, 26	-14.78K	0.01%
Empower Advisory Group, LLC	18.41K	Mar 31, 26	--	0.01%
Compass Planning Associates Inc	17.90K	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	17.84K	Mar 31, 26	+24	0.01%
Bay Capital Advisors, LLC	17.53K	Mar 31, 26	-500	0.01%
Modern Wealth Management, LLC	16.80K	Mar 31, 26	--	0.01%
STEPHENS INC /AR/	16.37K	Mar 31, 26	--	0.01%
Live Oak Private Wealth LLC	16.18K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	16.15K	Mar 31, 26	-1.50K	0.01%
NBC SECURITIES, INC.	15.40K	Mar 31, 26	-49	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.07K	Mar 31, 26	--	0.01%
Cresset Asset Management, LLC	15.00K	Mar 31, 26	--	0.01%
NICOLET BANKSHARES INC	14.97K	Mar 31, 26	+14.97K	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	14.96K	Mar 31, 26	+56	0.01%
JPMORGAN CHASE & CO	14.96K	Mar 31, 26	-692	0.01%
Institute for Wealth Management, LLC.	14.83K	Mar 31, 26	-313	0.01%
XML Financial, LLC	14.68K	Mar 31, 26	--	0.01%
CI Private Wealth, LLC	14.57K	Mar 31, 26	-3.50K	0.01%
Chicago Partners Investment Group LLC	14.45K	Mar 31, 26	-28	0.01%
Fundamentum, LLC	14.28K	Mar 31, 26	+231	0.01%
AQR CAPITAL MANAGEMENT LLC	13.98K	Mar 31, 26	+13.98K	0.01%
MML INVESTORS SERVICES, LLC	13.95K	Mar 31, 26	-334	0.01%
Kellett Wealth Advisors, LLC	13.48K	Mar 31, 26	--	0.01%
IHT Wealth Management, LLC	13.36K	Mar 31, 26	+1.80K	0.01%
Consolidated Planning Corp	13.34K	Mar 31, 26	-462	0.01%
MOSELEY INVESTMENT MANAGEMENT INC	13.28K	Mar 31, 26	-500	0.01%
INSIGNEO ADVISORY SERVICES, LLC	13.17K	Mar 31, 26	--	0.01%
Signal Advisors Wealth, LLC	12.88K	Mar 31, 26	--	0.01%
CALTON & ASSOCIATES, INC.	12.69K	Mar 31, 26	-3.60K	0.01%
Founders Financial Alliance, LLC	12.57K	Mar 31, 26	-4.01K	0.01%
Farther Finance Advisors, LLC	12.56K	Mar 31, 26	+8.53K	0.01%
Prospera Financial Services Inc	12.32K	Mar 31, 26	+12.32K	0.01%
BENJAMIN EDWARDS INC	12.00K	Mar 31, 26	+1.41K	0.01%
Ashton Thomas Private Wealth, LLC	11.96K	Mar 31, 26	--	0.01%
LaSalle St. Investment Advisors, LLC	11.87K	Mar 31, 26	+77	0.01%
Neuberger Berman Group LLC	11.14K	Mar 31, 26	--	0.01%
Virtu Financial LLC	11.08K	Mar 31, 26	+11.08K	0.01%
Continuum Advisory, LLC	10.96K	Mar 31, 26	--	0.01%
Azimuth Capital Investment Management LLC	10.88K	Mar 31, 26	--	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.79K	Mar 31, 26	+10.79K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.33K	Mar 31, 26	+418	0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.06K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	8.35K	Mar 31, 26	+8.35K	0.01%
IFP Advisors, Inc	8.27K	Mar 31, 26	--	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	7.84K	Mar 31, 26	--	0.00%
CWM, LLC	7.44K	Mar 31, 26	+1	0.00%
PRIVATE TRUST CO NA	6.45K	Mar 31, 26	-3.58K	0.00%
HUNTINGTON NATIONAL BANK	6.38K	Mar 31, 26	-343	0.00%
BARRETT & COMPANY, INC.	6.25K	Mar 31, 26	--	0.00%
Nova Wealth Management, Inc.	5.63K	Mar 31, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	5.57K	Mar 31, 26	+5.57K	0.00%
Allworth Financial LP	5.49K	Mar 31, 26	-11	0.00%
Atlantic Union Bankshares Corp	5.25K	Mar 31, 26	-1.38K	0.00%
DELTA ASSET MANAGEMENT LLC/TN	5.11K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	5.00K	Mar 31, 26	--	0.00%
MAI Capital Management	4.98K	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	3.44K	Mar 31, 26	-2.95K	0.00%
WOLFF WIESE MAGANA LLC	3.09K	Mar 31, 26	--	0.00%
Truvestments Capital LLC	2.63K	Mar 31, 26	+51	0.00%
Smartleaf Asset Management LLC	2.50K	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	2.43K	Mar 31, 26	--	0.00%
Asset Dedication, LLC	2.40K	Mar 31, 26	--	0.00%
N.E.W. Advisory Services LLC	2.21K	Mar 31, 26	-2.19K	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.11K	Mar 31, 26	+1.84K	0.00%
US BANCORP \DE\	1.94K	Mar 31, 26	-300	0.00%
Westside Investment Management, Inc.	1.75K	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	1.69K	Mar 31, 26	--	0.00%
ASSETMARK, INC	1.68K	Mar 31, 26	+1.04K	0.00%
AdvisorNet Financial, Inc	1.60K	Mar 31, 26	--	0.00%
Kilter Group LLC	1.50K	Mar 31, 26	+1.50K	0.00%
Princeton Global Asset Management LLC	1.20K	Mar 31, 26	--	0.00%
First Pacific Financial	1.15K	Mar 31, 26	+23	0.00%
Geneos Wealth Management Inc.	1.11K	Mar 31, 26	--	0.00%
Quent Capital, LLC	1.03K	Mar 31, 26	--	0.00%
Fortis Group Advisors, LLC	1.00K	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	848	Mar 31, 26	+17	0.00%
Private Wealth Asset Management, LLC	750	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	686	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	560	Mar 31, 26	+560	0.00%
Fairscale Capital, LLC	500	Mar 31, 26	--	0.00%
Rossby Financial, LCC	486	Mar 31, 26	+486	0.00%
AMERIFLEX GROUP, INC.	450	Mar 31, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	410	Mar 31, 26	--	0.00%
CGC Financial Services, LLC	401	Mar 31, 26	+401	0.00%
North Star Investment Management Corp.	400	Mar 31, 26	--	0.00%
SMH CAPITAL ADVISORS INC	253	Mar 31, 26	-14.52K	0.00%
Key FInancial Inc	250	Mar 31, 26	--	0.00%
City State Bank	200	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	184	Mar 31, 26	-2.97K	0.00%
SOA Wealth Advisors, LLC.	182	Mar 31, 26	+3	0.00%
Tower Research Capital LLC (TRC)	35	Mar 31, 26	+21	0.00%
Tidemark, LLC	17	Mar 31, 26	--	0.00%
Navalign, LLC	--	Mar 31, 26	-572	--
Cornerstone Advisors, LLC	--	Mar 31, 26	-1.71M	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-10.59K	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-9.77K	--
Canal Capital Management, LLC	--	Mar 31, 26	-13.03K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-119.09K	--
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	--	Mar 31, 26	-13.17K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-53.67K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.00K	--
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	--	Mar 31, 26	-500	--
COMERICA BANK	66.34K	Dec 31, 25	+744	0.04%
MGB Wealth Management, LLC	34.14K	Dec 31, 25	+34.14K	0.02%
Litman Gregory Wealth Management LLC	22.50K	Dec 31, 25	--	0.01%
Global Retirement Partners, LLC	7.01K	Dec 31, 25	+67	0.00%
ORG Partners LLC	1.50K	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-30.16K	--
Lokken Investment Group LLC	11.81K	Sep 30, 25	--	0.01%
Good Life Advisors, LLC	41.29K	Jun 30, 25	+29.75K	0.03%
TFG Advisers LLC	14.69K	Jun 30, 25	+61	0.01%
Atria Wealth Solutions, Inc.	12.17K	Jun 30, 25	-28.71K	0.01%
Capital A Wealth Management, LLC	--	Jun 30, 25	-1.28K	--
Lindbrook Capital, LLC	1.85K	Mar 31, 25	--	0.00%
RAYMOND JAMES & ASSOCIATES	1.17M	Sep 30, 24	-39.56K	0.73%
Raymond James Financial Services Advisors, Inc.	919.03K	Sep 30, 24	+88.64K	0.57%
9258 Wealth Management, LLC	42.97K	Sep 30, 24	+187	0.03%
RAYMOND JAMES TRUST N.A.	33.47K	Sep 30, 24	--	0.02%
First Personal Financial Services	732	Sep 30, 24	--	0.00%
Relative Value Partners Group, LLC	79.70K	Jun 30, 24	+79.70K	0.05%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.52K	Jun 30, 24	-397	0.00%
Cetera Advisors LLC	389.92K	Mar 31, 24	+20.21K	0.24%
Cetera Advisor Networks LLC	108.07K	Mar 31, 24	+5.09K	0.07%
Grey Street Capital, LLC	--	Mar 31, 24	-20.28K	--
TELEMUS CAPITAL, LLC	17.02K	Dec 31, 23	--	0.01%
Bartlett & Co. LLC	270	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	270.76K	Sep 30, 23	+4.00K	0.17%
GOODWIN DANIEL L	20.82K	Sep 30, 23	+5.33K	0.01%
Domani Wealth, LLC	129.55K	Mar 31, 23	--	0.08%
ASSET MANAGEMENT CORP /IL/ /ADV	18.87K	Mar 31, 23	-4.67K	0.01%
Ahrens Investment Partners LLC	7.33K	Mar 31, 23	+7.33K	0.00%
American Portfolios Advisors	6.88K	Sep 30, 22	--	0.00%
FourThought Financial, LLC	1.73K	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	156.73K	Jun 30, 22	-62.57K	0.10%
Frontier Wealth Management LLC	45.54K	Jun 30, 22	--	0.03%
Meristem Family Wealth, LLC	15.00K	Mar 31, 22	--	0.01%
Financial Planners of Cleveland, Inc.	--	Mar 31, 22	-83.49K	--
Mosaic Family Wealth, LLC	17.18K	Dec 31, 21	+134	0.01%
NEXT Financial Group, Inc	750	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	733	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	50.10K	Sep 30, 21	+4.72K	0.03%
Ameritas Investment Company, LLC	11.43K	Sep 30, 21	+11.43K	0.01%
BADGLEY PHELPS & BELL INC	10.79K	Jun 30, 21	--	0.01%
Hoover Financial Advisors, Inc.	518	Jun 30, 21	+518	0.00%
Reby Advisors, LLC	8.80K	Dec 31, 20	+8.80K	0.01%
Jolley Asset Management, LLC	16.18K	Mar 31, 20	--	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	179.86K	Dec 31, 19	+7.68K	0.11%
Advisor Group, Inc.	97.73K	Dec 31, 19	-4.29K	0.06%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	65.10K	Dec 31, 19	--	0.04%
BB&T SECURITIES, LLC	20.27K	Sep 30, 19	+357	0.01%
SUNTRUST BANKS INC	17.46K	Sep 30, 19	+1.06K	0.01%
HL FINANCIAL SERVICES LLC	11.80K	Mar 31, 19	+1.00K	0.01%
NEXT Financial Holdings	750	Mar 31, 19	+750	0.00%
Edge Advisors, LLC	--	Jun 30, 18	-170	--
Yellowstone Partners, LLC	13.88K	Dec 31, 17	--	0.01%
Commonwealth Equity Services, Inc	200.10K	Jun 30, 17	+37.32K	0.12%
WFG Advisors, LP	3.63K	Jun 30, 17	-37	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-11.11K	--
FIRST FINANCIAL EQUITY CORPORATION	22.15K	Mar 31, 17	+22.15K	0.01%
MSI Financial Services Inc	10.66K	Dec 31, 16	+1.25K	0.01%
NEWGATE CAPITAL MANAGEMENT LLC	378.78K	Jun 30, 16	-136.34K	0.24%
VSR Financial Services, Inc.	43.27K	Jun 30, 16	-20.14K	0.03%
Investors Capital Advisory Services	16.00K	Jun 30, 16	+4.25K	0.01%
Gupta Wealth Management LLC	29.36K	Mar 31, 16	--	0.02%
Valentine Capital Asset Management, Inc.	7.76K	Dec 31, 15	+7.76K	0.00%
Pinnacle Summer Investments, Inc.	420	Dec 31, 15	+420	0.00%
MANAGED ACCOUNT ADVISORS LLC	20	Jun 30, 15	-21	0.00%
BAIRD ROBERT W & CO INC /WI/	10.47K	Mar 31, 15	-2.17K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	7.56K	Dec 31, 14	-21.02K	0.00%
ParenteBeard Wealth Management, LLC	6.11K	Dec 31, 14	-588.15K	0.00%
UBS AG	2.12M	Sep 30, 14	+114.30K	1.32%
1919 Investment Counsel, LLC	800	Sep 30, 14	--	0.00%
KMS FINANCIAL SERVICES, INC	12.37K	Jun 30, 14	-24.74K	0.01%
Chinook Capital Management	28.36K	Dec 31, 13	-505	0.02%
STIFEL NICOLAUS & CO INC \MO\	21.33K	Sep 30, 13	+2.42K	0.01%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-18.70K	--
First Allied Securities, Inc.	111.19K	Jun 30, 12	+2.47K	0.07%
NOLLENBERGER CAPITAL PARTNERS INC	--	Dec 31, 10	-3.00K	--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.13M	Jun 30, 10	-93.16K	0.71%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST	--	Jun 30, 08	-61.37K	--

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Holder

Date

Change

% Held

David J Yvars Group

45.21K

Jun 30, 26

+1.82K

0.03%

Quad-Cities Investment Group, LLC

33.34K

Jun 30, 26

+2.77K

0.02%

Wealthcare Advisory Partners LLC

29.17K

Jun 30, 26

+1.01K

0.02%

DOLIVER ADVISORS, LP

26.48K

Jun 30, 26

0.02%

Dynamic Advisor Solutions LLC

14.28K

Jun 30, 26

-1.35K

0.01%

Lantz Financial LLC

14.00K

Jun 30, 26

+462

0.01%

Private Wealth Group, LLC

11.40K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

3.50K

Jun 30, 26

0.00%

EASTERN BANK

3.06K

Jun 30, 26

0.00%

CX Institutional

3.02K

Jun 30, 26

-1.38K

0.00%

JFS WEALTH ADVISORS, LLC

163

Jun 30, 26

+163

0.00%

Hilltop National Bank

Jun 30, 26

-1.12K

BANK OF AMERICA CORP /DE/

4.86M

Mar 31, 26

+84.34K

3.03%

MORGAN STANLEY

4.37M

Mar 31, 26

+154.93K

2.72%

UBS Group AG

3.91M

Mar 31, 26

-22.80K

2.44%

WELLS FARGO & COMPANY/MN

3.06M

Mar 31, 26

+5.51K

1.91%

RAYMOND JAMES FINANCIAL INC

2.13M

Mar 31, 26

+33.31K

1.33%

ROYAL BANK OF CANADA

2.12M

Mar 31, 26

+91.55K

1.32%

Karpus Management, Inc.

1.94M

Mar 31, 26

+598.82K

1.21%

LPL Financial LLC

1.22M

Mar 31, 26

+18.30K

0.76%

Bensler, LLC

1.11M

Mar 31, 26

+27.60K

0.70%

McGowan Group Asset Management, Inc.

794.70K

Mar 31, 26

-2.88K

0.50%

Cetera Investment Advisers

782.63K

Mar 31, 26

+27.84K

0.49%

Rockefeller Capital Management L.P.

710.18K

Mar 31, 26

+39.95K

0.44%

Advisors Asset Management, Inc.

649.08K

Mar 31, 26

-26.94K

0.40%

Shaker Financial Services, LLC

612.58K

Mar 31, 26

+286.71K

0.38%

WILEY BROS.-AINTREE CAPITAL, LLC

555.19K

Mar 31, 26

-24.90K

0.35%

Stratos Wealth Partners, LTD.

525.79K

Mar 31, 26

-7.87K

0.33%

1607 Capital Partners, LLC

432.64K

Mar 31, 26

+281.43K

0.27%

STIFEL FINANCIAL CORP

388.54K

Mar 31, 26

-4.51K

0.24%

ADVISOR GROUP HOLDINGS, INC.

330.36K

Mar 31, 26

+29.96K

0.21%

GUGGENHEIM CAPITAL LLC

324.55K

Mar 31, 26

-46.04K

0.20%

TRUIST FINANCIAL CORP

308.37K

Mar 31, 26

+22.47K

0.19%

AMERIPRISE FINANCIAL INC

286.76K

Mar 31, 26

-12.40K

0.18%

Apollon Wealth Management, LLC

281.07K

Mar 31, 26

-118.90K

0.18%

READYSTATE ASSET MANAGEMENT LP

236.61K

Mar 31, 26

-257.63K

0.15%

Smith Asset Management Co., LLC

229.86K

Mar 31, 26

+5.91K

0.14%

Janney Montgomery Scott LLC

221.04K

Mar 31, 26

+9.11K

0.14%

WOLVERINE ASSET MANAGEMENT LLC

210.79K

Mar 31, 26

+51.82K

0.13%

RIVERNORTH CAPITAL MANAGEMENT, LLC

172.46K

Mar 31, 26

+172.46K

0.11%

Pensionmark Financial Group, LLC

171.96K

Mar 31, 26

+25.57K

0.11%

DAVENPORT & Co LLC

167.22K

Mar 31, 26

-36.15K

0.10%

Sanctuary Advisors, LLC

166.60K

Mar 31, 26

+482

0.10%

Cambridge Investment Research Advisors, Inc.

166.10K

Mar 31, 26

+14.27K

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

159.34K

Mar 31, 26

-5.67K

0.10%

ENVESTNET ASSET MANAGEMENT INC

147.04K

Mar 31, 26

+55.42K

0.09%

CAPTRUST FINANCIAL ADVISORS

137.57K

Mar 31, 26

+41.50K

0.09%

Clearstead Advisors, LLC

136.25K

Mar 31, 26

+834

0.08%

Savant Capital, LLC

135.34K

Mar 31, 26

0.08%

Logan Stone Capital, LLC

130.38K

Mar 31, 26

+110.78K

0.08%

Pointe Capital Management LLC

124.10K

Mar 31, 26

+11.26K

0.08%

Steward Partners Investment Advisory, LLC

123.45K

Mar 31, 26

-10.33K

0.08%

HighTower Advisors, LLC

120.09K

Mar 31, 26

+2.84K

0.07%

FOUNDERS FINANCIAL SECURITIES LLC

118.73K

Mar 31, 26

0.07%

Mariner, LLC

107.05K

Mar 31, 26

+9.78K

0.07%

Aviance Capital Partners, LLC

98.84K

Mar 31, 26

+211

0.06%

Kestra Advisory Services, LLC

87.66K

Mar 31, 26

+17.68K

0.05%

Meridian Wealth Advisors, LLC

85.72K

Mar 31, 26

-12.00K

0.05%

Calamos Advisors LLC

85.16K

Mar 31, 26

+85.16K

0.05%

Calamos Wealth Management LLC

85.16K

Mar 31, 26

0.05%

Private Advisor Group, LLC

81.94K

Mar 31, 26

+549

0.05%

Invesco Ltd.

76.64K

Mar 31, 26

-7.86K

0.05%

LAKE STREET FINANCIAL LLC

74.25K

Mar 31, 26

+8.30K

0.05%

OPPENHEIMER & CO INC

73.06K

Mar 31, 26

+3.88K

0.05%

FIFTH THIRD BANCORP

66.28K

Mar 31, 26

+66.28K

0.04%

Snowden Capital Advisors LLC

65.88K

Mar 31, 26

+1.88K

0.04%

NewEdge Advisors, LLC

64.14K

Mar 31, 26

+1.41K

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

63.28K

Mar 31, 26

+8.11K

0.04%

Mesirow Financial Investment Management, Inc.

60.95K

Mar 31, 26

+5.58K

0.04%

CENTRAL TRUST Co

60.11K

Mar 31, 26

+93

0.04%

HARBOUR INVESTMENTS, INC.

57.59K

Mar 31, 26

+1.68K

0.04%

U.S. Capital Wealth Advisors, LLC

54.31K

Mar 31, 26

-6.09K

0.03%

Dakota Wealth Management

53.60K

Mar 31, 26

+10.72K

0.03%

M&T BANK CORP

45.70K

Mar 31, 26

0.03%

Waverly Advisors, LLC

45.24K

Mar 31, 26

+2.09K

0.03%

Concurrent Investment Advisors, LLC

42.10K

Mar 31, 26

+1.59K

0.03%

PFG Investments, LLC

39.69K

Mar 31, 26

-1.27K

0.02%

Western Wealth Management, LLC

38.81K

Mar 31, 26

0.02%

Palogic Value Management, L.P.

38.80K

Mar 31, 26

0.02%

JANE STREET GROUP, LLC

35.18K

Mar 31, 26

+35.18K

0.02%

Beacon Pointe Advisors, LLC

34.99K

Mar 31, 26

+18.18K

0.02%

Aptus Capital Advisors, LLC

34.55K

Mar 31, 26

+11.59K

0.02%

TrueMark Investments, LLC

33.30K

Mar 31, 26

+33.30K

0.02%

QTR Family Wealth, LLC

32.37K

Mar 31, 26

+26

0.02%

Kovack Advisors, Inc.

31.70K

Mar 31, 26

-2.72K

0.02%

GOLDMAN SACHS GROUP INC

31.65K

Mar 31, 26

0.02%

Pathstone Holdings, LLC

30.89K

Mar 31, 26

0.02%

NWF Advisory Services Inc.

30.33K

Mar 31, 26

-2.00K

0.02%

Integrated Wealth Concepts LLC

29.35K

Mar 31, 26

+29.35K

0.02%

D.A. DAVIDSON & CO.

29.30K

Mar 31, 26

-163

0.02%

Gryphon Financial Partners LLC

28.98K

Mar 31, 26

0.02%

Brookstone Capital Management

28.34K

Mar 31, 26

+967

0.02%

NINE MASTS CAPITAL Ltd

27.66K

Mar 31, 26

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

27.39K

Mar 31, 26

+2.75K

0.02%

Mezzasalma Advisors, LLC

27.05K

Mar 31, 26

+323

0.02%

LOWE BROCKENBROUGH & CO INC

26.64K

Mar 31, 26

-2.10K

0.02%

WCG Wealth Advisors LLC

25.69K

Mar 31, 26

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

24.65K

Mar 31, 26

+2.52K

0.02%

Fairman Group, LLC

23.57K

Mar 31, 26

0.01%

Uniting Wealth Partners, LLC

22.99K

Mar 31, 26

-519

0.01%

Baird Financial Group, Inc.

22.90K

Mar 31, 26

-759

0.01%

Sequoia Financial Advisors, LLC

22.77K

Mar 31, 26

+5.50K

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

22.76K

Mar 31, 26

-195

0.01%

ELCO Management Co., LLC

21.42K

Mar 31, 26

-200

0.01%

Summit Financial, LLC

21.25K

Mar 31, 26

+42

0.01%

WealthTrust Axiom LLC

21.01K

Mar 31, 26

0.01%

SMITH, MOORE & CO.

20.40K

Mar 31, 26

+250

0.01%

Game Plan Financial Advisors, LLC

20.00K

Mar 31, 26

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

19.80K

Mar 31, 26

+213

0.01%

Caprock Group, LLC

19.74K

Mar 31, 26

0.01%

Strategies Wealth Advisors, LLC

18.96K

Mar 31, 26

0.01%

Dana Investment Advisors, Inc.

18.79K

Mar 31, 26

0.01%

Cascade Financial Partners, LLC

18.72K

Mar 31, 26

+18.72K

0.01%

San Luis Wealth Advisors LLC

18.65K

Mar 31, 26

0.01%

Mount Yale Investment Advisors, LLC

18.61K

Mar 31, 26

0.01%

Vestmark Advisory Solutions, Inc.

18.61K

Mar 31, 26

0.01%

WEDBUSH SECURITIES INC

18.52K

Mar 31, 26

+1.46K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

18.46K

Mar 31, 26

-14.78K

0.01%

Empower Advisory Group, LLC

18.41K

Mar 31, 26

0.01%

Compass Planning Associates Inc

17.90K

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

17.84K

Mar 31, 26

+24

0.01%

Bay Capital Advisors, LLC

17.53K

Mar 31, 26

-500

0.01%

Modern Wealth Management, LLC

16.80K

Mar 31, 26

0.01%

STEPHENS INC /AR/

16.37K

Mar 31, 26

0.01%

Live Oak Private Wealth LLC

16.18K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

16.15K

Mar 31, 26

-1.50K

0.01%

NBC SECURITIES, INC.

15.40K

Mar 31, 26

-49

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.07K

Mar 31, 26

0.01%

Cresset Asset Management, LLC

15.00K

Mar 31, 26

0.01%

NICOLET BANKSHARES INC

14.97K

Mar 31, 26

+14.97K

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

14.96K

Mar 31, 26

+56

0.01%

JPMORGAN CHASE & CO

14.96K

Mar 31, 26

-692

0.01%

Institute for Wealth Management, LLC.

14.83K

Mar 31, 26

-313

0.01%

XML Financial, LLC

14.68K

Mar 31, 26

0.01%

CI Private Wealth, LLC

14.57K

Mar 31, 26

-3.50K

0.01%

Chicago Partners Investment Group LLC

14.45K

Mar 31, 26

-28

0.01%

Fundamentum, LLC

14.28K

Mar 31, 26

+231

0.01%

AQR CAPITAL MANAGEMENT LLC

13.98K

Mar 31, 26

+13.98K

0.01%

MML INVESTORS SERVICES, LLC

13.95K

Mar 31, 26

-334

0.01%

Kellett Wealth Advisors, LLC

13.48K

Mar 31, 26

0.01%

IHT Wealth Management, LLC

13.36K

Mar 31, 26

+1.80K

0.01%

Consolidated Planning Corp

13.34K

Mar 31, 26

-462

0.01%

MOSELEY INVESTMENT MANAGEMENT INC

13.28K

Mar 31, 26

-500

0.01%

INSIGNEO ADVISORY SERVICES, LLC

13.17K

Mar 31, 26

0.01%

Signal Advisors Wealth, LLC

12.88K

Mar 31, 26

0.01%

CALTON & ASSOCIATES, INC.

12.69K

Mar 31, 26

-3.60K

0.01%

Founders Financial Alliance, LLC

12.57K

Mar 31, 26

-4.01K

0.01%

Farther Finance Advisors, LLC

12.56K

Mar 31, 26

+8.53K

0.01%

Prospera Financial Services Inc

12.32K

Mar 31, 26

+12.32K

0.01%

BENJAMIN EDWARDS INC

12.00K

Mar 31, 26

+1.41K

0.01%

Ashton Thomas Private Wealth, LLC

11.96K

Mar 31, 26

0.01%

LaSalle St. Investment Advisors, LLC

11.87K

Mar 31, 26

+77

0.01%

Neuberger Berman Group LLC

11.14K

Mar 31, 26

0.01%

Virtu Financial LLC

11.08K

Mar 31, 26

+11.08K

0.01%

Continuum Advisory, LLC

10.96K

Mar 31, 26

0.01%

Azimuth Capital Investment Management LLC

10.88K

Mar 31, 26

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.79K

Mar 31, 26

+10.79K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.33K

Mar 31, 26

+418

0.01%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

10.06K

Mar 31, 26

0.01%

Advisory Services Network, LLC

8.35K

Mar 31, 26

+8.35K

0.01%

IFP Advisors, Inc

8.27K

Mar 31, 26

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

7.84K

Mar 31, 26

0.00%

CWM, LLC

7.44K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

6.45K

Mar 31, 26

-3.58K

0.00%

HUNTINGTON NATIONAL BANK

6.38K

Mar 31, 26

-343

0.00%

BARRETT & COMPANY, INC.

6.25K

Mar 31, 26

0.00%

Nova Wealth Management, Inc.

5.63K

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

5.57K

Mar 31, 26

+5.57K

0.00%

Allworth Financial LP

5.49K

Mar 31, 26

-11

0.00%

Atlantic Union Bankshares Corp

5.25K

Mar 31, 26

-1.38K

0.00%

DELTA ASSET MANAGEMENT LLC/TN

5.11K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

5.00K

Mar 31, 26

0.00%

MAI Capital Management

4.98K

Mar 31, 26

0.00%

Parallel Advisors, LLC

3.44K

Mar 31, 26

-2.95K

0.00%

WOLFF WIESE MAGANA LLC

3.09K

Mar 31, 26

0.00%

Truvestments Capital LLC

2.63K

Mar 31, 26

+51

0.00%

Smartleaf Asset Management LLC

2.50K

Mar 31, 26

0.00%

Dunhill Financial, LLC

2.43K

Mar 31, 26

0.00%

Asset Dedication, LLC

2.40K

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

2.21K

Mar 31, 26

-2.19K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.11K

Mar 31, 26

+1.84K

0.00%

US BANCORP \DE\

1.94K

Mar 31, 26

-300

0.00%

Westside Investment Management, Inc.

1.75K

Mar 31, 26

0.00%

Pacific Center for Financial Services

1.69K

Mar 31, 26

0.00%

ASSETMARK, INC

1.68K

Mar 31, 26

+1.04K

0.00%

AdvisorNet Financial, Inc

1.60K

Mar 31, 26

0.00%

Kilter Group LLC

1.50K

Mar 31, 26

+1.50K

0.00%

Princeton Global Asset Management LLC

1.20K

Mar 31, 26

0.00%

First Pacific Financial

1.15K

Mar 31, 26

+23

0.00%

Geneos Wealth Management Inc.

1.11K

Mar 31, 26

0.00%

Quent Capital, LLC

1.03K

Mar 31, 26

0.00%

Fortis Group Advisors, LLC

1.00K

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

848

Mar 31, 26

+17

0.00%

Private Wealth Asset Management, LLC

750

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

686

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

560

Mar 31, 26

+560

0.00%

Fairscale Capital, LLC

500

Mar 31, 26

0.00%

Rossby Financial, LCC

486

Mar 31, 26

+486

0.00%

AMERIFLEX GROUP, INC.

450

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

410

Mar 31, 26

0.00%

CGC Financial Services, LLC

401

Mar 31, 26

+401

0.00%

North Star Investment Management Corp.

400

Mar 31, 26

0.00%

SMH CAPITAL ADVISORS INC

253

Mar 31, 26

-14.52K

0.00%

Key FInancial Inc

250

Mar 31, 26

0.00%

City State Bank

200

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

184

Mar 31, 26

-2.97K

0.00%

SOA Wealth Advisors, LLC.

182

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

+21

0.00%

Tidemark, LLC

Mar 31, 26

0.00%

Navalign, LLC

Mar 31, 26

-572

Cornerstone Advisors, LLC

Mar 31, 26

-1.71M

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-10.59K

Ronald Blue Trust, Inc.

Mar 31, 26

-9.77K

Canal Capital Management, LLC

Mar 31, 26

-13.03K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-119.09K

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

Mar 31, 26

-13.17K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-53.67K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.00K

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Mar 31, 26

-500

COMERICA BANK

66.34K

Dec 31, 25

+744

0.04%

MGB Wealth Management, LLC

34.14K

Dec 31, 25

+34.14K

0.02%

Litman Gregory Wealth Management LLC

22.50K

Dec 31, 25

0.01%

Global Retirement Partners, LLC

7.01K

Dec 31, 25

+67

0.00%

ORG Partners LLC

1.50K

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-30.16K

Lokken Investment Group LLC

11.81K

Sep 30, 25

0.01%

Good Life Advisors, LLC

41.29K

Jun 30, 25

+29.75K

0.03%

TFG Advisers LLC

14.69K

Jun 30, 25

+61

0.01%

Atria Wealth Solutions, Inc.

12.17K

Jun 30, 25

-28.71K

0.01%

Capital A Wealth Management, LLC

Jun 30, 25

-1.28K

Lindbrook Capital, LLC

1.85K

Mar 31, 25

0.00%

RAYMOND JAMES & ASSOCIATES

1.17M

Sep 30, 24

-39.56K

0.73%

Raymond James Financial Services Advisors, Inc.

919.03K

Sep 30, 24

+88.64K

0.57%

9258 Wealth Management, LLC

42.97K

Sep 30, 24

+187

0.03%

RAYMOND JAMES TRUST N.A.

33.47K

Sep 30, 24

0.02%

First Personal Financial Services

732

Sep 30, 24

0.00%

Relative Value Partners Group, LLC

79.70K

Jun 30, 24

+79.70K

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

5.52K

Jun 30, 24

-397

0.00%

Cetera Advisors LLC

389.92K

Mar 31, 24

+20.21K

0.24%

Cetera Advisor Networks LLC

108.07K

Mar 31, 24

+5.09K

0.07%

Grey Street Capital, LLC

Mar 31, 24

-20.28K

TELEMUS CAPITAL, LLC

17.02K

Dec 31, 23

0.01%

Bartlett & Co. LLC

270

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

270.76K

Sep 30, 23

+4.00K

0.17%

GOODWIN DANIEL L

20.82K

Sep 30, 23

+5.33K

0.01%

Domani Wealth, LLC

129.55K

Mar 31, 23

0.08%

ASSET MANAGEMENT CORP /IL/ /ADV

18.87K

Mar 31, 23

-4.67K

0.01%

Ahrens Investment Partners LLC

7.33K

Mar 31, 23

+7.33K

0.00%

American Portfolios Advisors

6.88K

Sep 30, 22

0.00%

FourThought Financial, LLC

1.73K

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

156.73K

Jun 30, 22

-62.57K

0.10%

Frontier Wealth Management LLC

45.54K

Jun 30, 22

0.03%

Meristem Family Wealth, LLC

15.00K

Mar 31, 22

0.01%

Financial Planners of Cleveland, Inc.

Mar 31, 22

-83.49K

Mosaic Family Wealth, LLC

17.18K

Dec 31, 21

+134

0.01%

NEXT Financial Group, Inc

750

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

733

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

50.10K

Sep 30, 21

+4.72K

0.03%

Ameritas Investment Company, LLC

11.43K

Sep 30, 21

+11.43K

0.01%

BADGLEY PHELPS & BELL INC

10.79K

Jun 30, 21

0.01%

Hoover Financial Advisors, Inc.

518

Jun 30, 21

+518

0.00%

Reby Advisors, LLC

8.80K

Dec 31, 20

+8.80K

0.01%

Jolley Asset Management, LLC

16.18K

Mar 31, 20

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

179.86K

Dec 31, 19

+7.68K

0.11%

Advisor Group, Inc.

97.73K

Dec 31, 19

-4.29K

0.06%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

65.10K

Dec 31, 19

0.04%

BB&T SECURITIES, LLC

20.27K

Sep 30, 19

+357

0.01%

SUNTRUST BANKS INC

17.46K

Sep 30, 19

+1.06K

0.01%

HL FINANCIAL SERVICES LLC

11.80K

Mar 31, 19

+1.00K

0.01%

NEXT Financial Holdings

750

Mar 31, 19

+750

0.00%

Edge Advisors, LLC

Jun 30, 18

-170

Yellowstone Partners, LLC

13.88K

Dec 31, 17

0.01%

Commonwealth Equity Services, Inc

200.10K

Jun 30, 17

+37.32K

0.12%

WFG Advisors, LP

3.63K

Jun 30, 17

-37

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-11.11K

FIRST FINANCIAL EQUITY CORPORATION

22.15K

Mar 31, 17

+22.15K

0.01%

MSI Financial Services Inc

10.66K

Dec 31, 16

+1.25K

0.01%

NEWGATE CAPITAL MANAGEMENT LLC

378.78K

Jun 30, 16

-136.34K

0.24%

VSR Financial Services, Inc.

43.27K

Jun 30, 16

-20.14K

0.03%

Investors Capital Advisory Services

16.00K

Jun 30, 16

+4.25K

0.01%

Gupta Wealth Management LLC

29.36K

Mar 31, 16

0.02%

Valentine Capital Asset Management, Inc.

7.76K

Dec 31, 15

+7.76K

0.00%

Pinnacle Summer Investments, Inc.

420

Dec 31, 15

+420

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-21

0.00%

BAIRD ROBERT W & CO INC /WI/

10.47K

Mar 31, 15

-2.17K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

7.56K

Dec 31, 14

-21.02K

0.00%

ParenteBeard Wealth Management, LLC

6.11K

Dec 31, 14

-588.15K

0.00%

UBS AG

2.12M

Sep 30, 14

+114.30K

1.32%

1919 Investment Counsel, LLC

800

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

12.37K

Jun 30, 14

-24.74K

0.01%

Chinook Capital Management

28.36K

Dec 31, 13

-505

0.02%

STIFEL NICOLAUS & CO INC \MO\

21.33K

Sep 30, 13

+2.42K

0.01%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-18.70K

First Allied Securities, Inc.

111.19K

Jun 30, 12

+2.47K

0.07%

NOLLENBERGER CAPITAL PARTNERS INC

Dec 31, 10

-3.00K

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.13M

Jun 30, 10

-93.16K

0.71%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

Jun 30, 08

-61.37K