Gabelli Equity Trust Inc.(GAB)

$5.62▼-0.03 (-53.10%)

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Gabelli Equity Trust Inc.(GAB)

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$5.62▼-0.03 (-53.10%)

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GAB(GAB)

GAB

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Institutional Ownership

Top 284 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	4.48M	Mar 31, 26	+20.99K	1.44%
MORGAN STANLEY	2.47M	Mar 31, 26	+38.99K	0.79%
COMMONWEALTH EQUITY SERVICES, LLC	1.52M	Mar 31, 26	+6.60K	0.49%
PHILADELPHIA TRUST CO	1.02M	Mar 31, 26	-42.08K	0.33%
GAMCO INVESTORS, INC. ET AL	841.67K	Mar 31, 26	--	0.27%
Cetera Investment Advisers	708.50K	Mar 31, 26	+34.20K	0.23%
RAYMOND JAMES FINANCIAL INC	612.59K	Mar 31, 26	-30.50K	0.20%
INDEPENDENT FINANCIAL GROUP, LLC	585.67K	Mar 31, 26	+44.17K	0.19%
WELLS FARGO & COMPANY/MN	578.78K	Mar 31, 26	-62.52K	0.19%
Cambridge Investment Research Advisors, Inc.	569.07K	Mar 31, 26	+7.22K	0.18%
ROYAL BANK OF CANADA	551.91K	Mar 31, 26	+9.37K	0.18%
Live Oak Private Wealth LLC	514.18K	Mar 31, 26	--	0.17%
BANK OF AMERICA CORP /DE/	467.23K	Mar 31, 26	-130.97K	0.15%
SCOTIA CAPITAL INC.	454.58K	Mar 31, 26	-1.74K	0.15%
Kestra Advisory Services, LLC	452.97K	Mar 31, 26	-3.25K	0.15%
Independent Advisor Alliance	405.59K	Mar 31, 26	+405.59K	0.13%
Ursa Fund Management, LLC	367.92K	Mar 31, 26	+367.92K	0.12%
Yakira Capital Management, Inc.	362.41K	Mar 31, 26	+362.41K	0.12%
BOOTHBAY FUND MANAGEMENT, LLC	352.06K	Mar 31, 26	+352.06K	0.11%
Cerity Partners LLC	345.77K	Mar 31, 26	+31.20K	0.11%
Accel Wealth Management	343.64K	Mar 31, 26	-8.66K	0.11%
Alpine Global Management, LLC	336.34K	Mar 31, 26	+336.34K	0.11%
Creative Planning	325.94K	Mar 31, 26	-1.62K	0.10%
Steward Partners Investment Advisory, LLC	319.27K	Mar 31, 26	+8.73K	0.10%
UBS Group AG	304.00K	Mar 31, 26	-29.76K	0.10%
GUGGENHEIM CAPITAL LLC	303.88K	Mar 31, 26	-115.68K	0.10%
TRUIST FINANCIAL CORP	297.44K	Mar 31, 26	+125.06K	0.10%
Golden State Wealth Management, LLC	287.30K	Mar 31, 26	+7.10K	0.09%
COHEN & STEERS, INC.	280.00K	Mar 31, 26	+280.00K	0.09%
ENVESTNET ASSET MANAGEMENT INC	269.63K	Mar 31, 26	-81.66K	0.09%
ADVISOR GROUP HOLDINGS, INC.	249.00K	Mar 31, 26	+17.63K	0.08%
Marks Group Wealth Management, Inc	227.71K	Mar 31, 26	-17.13K	0.07%
Rockefeller Capital Management L.P.	215.21K	Mar 31, 26	-6.97K	0.07%
Private Advisor Group, LLC	200.46K	Mar 31, 26	+29.73K	0.06%
Cable Car Capital LLC	200.00K	Mar 31, 26	+200.00K	0.06%
WEDBUSH SECURITIES INC	190.53K	Mar 31, 26	+24.56K	0.06%
Quarry LP	189.45K	Mar 31, 26	+189.45K	0.06%
Golden State Equity Partners	181.82K	Mar 31, 26	+88.61K	0.06%
Janney Montgomery Scott LLC	159.16K	Mar 31, 26	+3.25K	0.05%
Wealthspire Advisors, LLC	147.09K	Mar 31, 26	+147.09K	0.05%
Dynamic Advisor Solutions LLC	134.47K	Mar 31, 26	+134.47K	0.04%
Valley Brook Capital Group, Inc.	133.96K	Mar 31, 26	+17.12K	0.04%
Stratos Wealth Partners, LTD.	107.49K	Mar 31, 26	-9.54K	0.03%
Kera Capital Partners, Inc.	105.78K	Mar 31, 26	--	0.03%
PFG Investments, LLC	101.48K	Mar 31, 26	+4.66K	0.03%
CAPTRUST FINANCIAL ADVISORS	100.45K	Mar 31, 26	+10.39K	0.03%
HOLLENCREST CAPITAL MANAGEMENT	95.53K	Mar 31, 26	--	0.03%
Advisory Services Network, LLC	94.90K	Mar 31, 26	+38	0.03%
CITADEL ADVISORS LLC	91.07K	Mar 31, 26	+48.85K	0.03%
HighTower Advisors, LLC	90.12K	Mar 31, 26	+6.30K	0.03%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	89.28K	Mar 31, 26	+474	0.03%
OPPENHEIMER & CO INC	89.25K	Mar 31, 26	+235	0.03%
Pensionmark Financial Group, LLC	88.66K	Mar 31, 26	+5.91K	0.03%
MML INVESTORS SERVICES, LLC	87.39K	Mar 31, 26	-11.26K	0.03%
LEIGH BALDWIN & CO., LLC	86.08K	Mar 31, 26	--	0.03%
STIFEL FINANCIAL CORP	80.03K	Mar 31, 26	-7.31K	0.03%
HCR Wealth Advisors	75.35K	Mar 31, 26	--	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	71.61K	Mar 31, 26	--	0.02%
JPMORGAN CHASE & CO	69.80K	Mar 31, 26	+52.90K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	68.02K	Mar 31, 26	--	0.02%
Mariner, LLC	66.06K	Mar 31, 26	-11.37K	0.02%
Equitable Holdings, Inc.	65.60K	Mar 31, 26	+2.50K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	61.85K	Mar 31, 26	-53.85K	0.02%
JANE STREET GROUP, LLC	61.29K	Mar 31, 26	-126.33K	0.02%
Darden Wealth Group Inc	57.00K	Mar 31, 26	--	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	55.36K	Mar 31, 26	+55.36K	0.02%
Midwest Trust Co	52.81K	Mar 31, 26	--	0.02%
EXENCIAL WEALTH ADVISORS, LLC	48.72K	Mar 31, 26	--	0.02%
AMERIPRISE FINANCIAL INC	48.33K	Mar 31, 26	+852	0.02%
Plancorp, LLC	47.90K	Mar 31, 26	+47.90K	0.02%
Shulman DeMeo Asset Management LLC	47.81K	Mar 31, 26	-9.57K	0.02%
Arista Wealth Management, LLC	47.13K	Mar 31, 26	--	0.02%
NBC SECURITIES, INC.	46.17K	Mar 31, 26	+8.72K	0.01%
AQR CAPITAL MANAGEMENT LLC	45.39K	Mar 31, 26	+45.39K	0.01%
BENJAMIN EDWARDS INC	44.85K	Mar 31, 26	+786	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	43.78K	Mar 31, 26	-39.50K	0.01%
Kingstone Capital Partners Texas, LLC	43.06K	Mar 31, 26	+9.91K	0.01%
Graves Light Lenhart Wealth, Inc.	41.22K	Mar 31, 26	--	0.01%
Allworth Financial LP	38.94K	Mar 31, 26	+12	0.01%
MISSION WEALTH MANAGEMENT, LP	37.57K	Mar 31, 26	--	0.01%
Kingsview Wealth Management, LLC	36.83K	Mar 31, 26	-2.54K	0.01%
Core Wealth Advisors, Inc.	36.75K	Mar 31, 26	+36.75K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	34.31K	Mar 31, 26	+140	0.01%
NorthRock Partners, LLC	32.11K	Mar 31, 26	-47.58K	0.01%
Symphony Financial Services, Inc.	31.90K	Mar 31, 26	+240	0.01%
Legacy Wealth Management, LLC / MS	31.87K	Mar 31, 26	+343	0.01%
Kapstone Financial Advisors LLC	31.35K	Mar 31, 26	+6.97K	0.01%
Pekin Hardy Strauss, Inc.	27.88K	Mar 31, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	27.74K	Mar 31, 26	--	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	26.94K	Mar 31, 26	+277	0.01%
Atomi Financial Group, Inc.	26.79K	Mar 31, 26	+1.05K	0.01%
MIDLAND WEALTH ADVISORS LLC	26.75K	Mar 31, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	26.16K	Mar 31, 26	+42	0.01%
CIBC WORLD MARKET INC.	26.02K	Mar 31, 26	-62.82K	0.01%
Mendel Capital Management LLC	25.64K	Mar 31, 26	+25.64K	0.01%
PARK AVENUE SECURITIES LLC	25.56K	Mar 31, 26	+25.56K	0.01%
Savvy Advisors, Inc.	24.42K	Mar 31, 26	+24.42K	0.01%
Quad-Cities Investment Group, LLC	23.93K	Mar 31, 26	-1.01K	0.01%
SMITH, MOORE & CO.	23.37K	Mar 31, 26	+5.78K	0.01%
Brookstone Capital Management	23.33K	Mar 31, 26	-1.22K	0.01%
Avidian Wealth Solutions, LLC	23.20K	Mar 31, 26	+3.90K	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	23.00K	Mar 31, 26	+23.00K	0.01%
NOMURA HOLDINGS INC	22.79K	Mar 31, 26	+22.79K	0.01%
Insight Advisors, LLC/ PA	21.84K	Mar 31, 26	--	0.01%
Colony Group, LLC	21.44K	Mar 31, 26	+148	0.01%
Hilltop Holdings Inc.	20.78K	Mar 31, 26	+590	0.01%
FIFTH THIRD BANCORP	20.54K	Mar 31, 26	+16.54K	0.01%
Northstar Group, Inc.	20.52K	Mar 31, 26	+20.52K	0.01%
Chancellor Financial Group WB LP	19.96K	Mar 31, 26	+345	0.01%
MOTCO	19.91K	Mar 31, 26	-2.41K	0.01%
SILVER OAK SECURITIES, INCORPORATED	19.81K	Mar 31, 26	+2.80K	0.01%
BEACON INVESTMENT ADVISORY SERVICES, INC.	19.00K	Mar 31, 26	--	0.01%
Beacon Pointe Advisors, LLC	18.99K	Mar 31, 26	+3.26K	0.01%
Capital Square, LLC	18.75K	Mar 31, 26	--	0.01%
EAGLE WEALTH STRATEGIES LLC	18.62K	Mar 31, 26	--	0.01%
SYM FINANCIAL Corp	17.42K	Mar 31, 26	+5.39K	0.01%
Modera Wealth Management, LLC	17.20K	Mar 31, 26	--	0.01%
Montz Harcus Wealth Management LLC	17.11K	Mar 31, 26	+440	0.01%
Register Financial Advisors LLC	17.02K	Mar 31, 26	+443	0.01%
STEPHENS INC /AR/	16.87K	Mar 31, 26	--	0.01%
Oxford Wealth Group, LLC	16.73K	Mar 31, 26	+16.73K	0.01%
TWO SIGMA SECURITIES, LLC	16.73K	Mar 31, 26	+16.73K	0.01%
LRI Investments, LLC	16.35K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	16.30K	Mar 31, 26	+1.00K	0.01%
JOHNSON INVESTMENT COUNSEL INC	16.05K	Mar 31, 26	+337	0.01%
Benchmark Financial Wealth Advisors, LLC	15.55K	Mar 31, 26	+15.55K	0.00%
GLENMEDE TRUST CO NA	15.47K	Mar 31, 26	--	0.00%
Curran Financial Partners, LLC	15.32K	Mar 31, 26	--	0.00%
Drucker Wealth 3.0, LLC	15.24K	Mar 31, 26	-5.14K	0.00%
TCG Advisory Services, LLC	15.20K	Mar 31, 26	--	0.00%
Tactive Advisors, LLC	15.16K	Mar 31, 26	-1.55K	0.00%
MGO ONE SEVEN LLC	14.91K	Mar 31, 26	+32	0.00%
RFG - Bristol Wealth Advisors, LLC	14.36K	Mar 31, 26	+113	0.00%
Acropolis Investment Management, LLC	14.33K	Mar 31, 26	--	0.00%
Wellington Shields Capital Management, LLC	13.86K	Mar 31, 26	--	0.00%
Csenge Advisory Group	13.78K	Mar 31, 26	+357	0.00%
SAGESPRING WEALTH PARTNERS, LLC	13.76K	Mar 31, 26	+91	0.00%
MTM Investment Management, LLC	13.53K	Mar 31, 26	--	0.00%
Mount Yale Investment Advisors, LLC	13.48K	Mar 31, 26	--	0.00%
Vestmark Advisory Solutions, Inc.	13.48K	Mar 31, 26	--	0.00%
Sigma Planning Corp	13.11K	Mar 31, 26	+60	0.00%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	13.02K	Mar 31, 26	+13.02K	0.00%
CWM, LLC	12.82K	Mar 31, 26	-4.84K	0.00%
Savant Capital, LLC	12.30K	Mar 31, 26	--	0.00%
Morton Capital Management LLC/CA	12.11K	Mar 31, 26	+12.11K	0.00%
Safeguard Investment Advisory Group, LLC	11.94K	Mar 31, 26	-2.96K	0.00%
CASCADE INVESTMENT GROUP, INC.	11.75K	Mar 31, 26	--	0.00%
Aurora Private Wealth, Inc.	11.57K	Mar 31, 26	--	0.00%
New England Private Wealth Advisors LLC	11.45K	Mar 31, 26	--	0.00%
SUMMIT WEALTH GROUP LLC / CO	11.35K	Mar 31, 26	--	0.00%
Texas Yale Capital Corp.	11.00K	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	10.68K	Mar 31, 26	-48.54K	0.00%
NOVEM GROUP	10.49K	Mar 31, 26	--	0.00%
Meridian Wealth Management, LLC	10.43K	Mar 31, 26	-1.90K	0.00%
Virtu Financial LLC	10.27K	Mar 31, 26	+10.27K	0.00%
Geneos Wealth Management Inc.	10.20K	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.17K	Mar 31, 26	+8.80K	0.00%
Sanctuary Advisors, LLC	10.15K	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	9.15K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	8.40K	Mar 31, 26	+8.40K	0.00%
Kentucky Trust Co	7.40K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	6.00K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	5.91K	Mar 31, 26	+5.91K	0.00%
IFP Advisors, Inc	5.68K	Mar 31, 26	+3.51K	0.00%
Wellington Shields & Co., LLC	5.43K	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	5.34K	Mar 31, 26	--	0.00%
MAI Capital Management	4.94K	Mar 31, 26	+370	0.00%
CoreCap Advisors, LLC	4.93K	Mar 31, 26	-4.63K	0.00%
Beaird Harris Wealth Management, LLC	3.92K	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	3.45K	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	3.30K	Mar 31, 26	+3.30K	0.00%
IFG Advisory, LLC	3.30K	Mar 31, 26	-24.89K	0.00%
Gen-Wealth Partners Inc	3.10K	Mar 31, 26	-500	0.00%
Vermillion Wealth Management, Inc.	2.95K	Mar 31, 26	+75	0.00%
ARMSTRONG ADVISORY GROUP, INC	2.94K	Mar 31, 26	+75	0.00%
Hilltop National Bank	2.75K	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	2.29K	Mar 31, 26	-230	0.00%
Financial Gravity Asset Management, Inc.	2.00K	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	1.91K	Mar 31, 26	--	0.00%
SOA Wealth Advisors, LLC.	1.20K	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.16K	Mar 31, 26	+1.16K	0.00%
Smallwood Wealth Investment Management, LLC	1.13K	Mar 31, 26	--	0.00%
Thomas J. Herzfeld Advisors, Inc.	1.10K	Mar 31, 26	+28	0.00%
Spire Wealth Management	1.00K	Mar 31, 26	--	0.00%
Community Bank, N.A.	1.00K	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	739	Mar 31, 26	--	0.00%
HOWE & RUSLING INC	728	Mar 31, 26	+728	0.00%
ASSETMARK, INC	648	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	500	Mar 31, 26	--	0.00%
Addison Advisors LLC	500	Mar 31, 26	+500	0.00%
Tower Research Capital LLC (TRC)	451	Mar 31, 26	+405	0.00%
Prestige Wealth Management Group LLC	343	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	331	Mar 31, 26	+331	0.00%
Frazier Financial Advisors, LLC	327	Mar 31, 26	--	0.00%
Vanguard National Trust Co	183	Mar 31, 26	+183	0.00%
Sound Income Strategies, LLC	104	Mar 31, 26	--	0.00%
Key FInancial Inc	100	Mar 31, 26	--	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-4.92K	--
Cornerstone Advisory, LLC	--	Mar 31, 26	-18.52K	--
Mach-1 Financial Group, LLC	--	Mar 31, 26	-10.55K	--
US BANCORP \DE\	--	Mar 31, 26	-1.65K	--
Wealth Preservation Advisors, LLC	--	Mar 31, 26	-1.50K	--
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	--	Mar 31, 26	-5.28K	--
Advisors Asset Management, Inc.	--	Mar 31, 26	-185.33K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-200	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-1.08M	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-4.81K	--
Larson Financial Group LLC	--	Mar 31, 26	-2.53K	--
Vident Advisory, LLC	--	Mar 31, 26	-31.32K	--
Blue Barn Wealth, LLC	24.28K	Dec 31, 25	+24.28K	0.01%
MidWestOne Financial Group, Inc.	19.14K	Dec 31, 25	--	0.01%
COMERICA BANK	16.54K	Dec 31, 25	--	0.01%
Vantage Financial Partners, LLC	14.98K	Dec 31, 25	-316	0.00%
Global Retirement Partners, LLC	2.16K	Dec 31, 25	+213	0.00%
CIBC Private Wealth Group, LLC	1.56K	Dec 31, 25	+36	0.00%
Stonegate Investment Group, LLC	49.14K	Sep 30, 25	+1.17K	0.02%
SYNOVUS FINANCIAL CORP	39.47K	Sep 30, 25	--	0.01%
Moloney Securities Asset Management, LLC	15.88K	Sep 30, 25	+48	0.01%
Glenmede Investment Management, LP	15.47K	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	46.00K	Jun 30, 25	-220	0.01%
Atria Wealth Solutions, Inc.	42.03K	Jun 30, 25	-44.38K	0.01%
Good Life Advisors, LLC	22.16K	Jun 30, 25	+2.02K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	3.75K	Jun 30, 25	+3.75K	0.00%
Sheaff Brock Investment Advisors, LLC	33.49K	Mar 31, 25	--	0.01%
CAROLINAS WEALTH CONSULTING LLC	1.27K	Mar 31, 25	--	0.00%
Executive Wealth Management, LLC	15.00K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	283.45K	Sep 30, 24	-46.67K	0.09%
RAYMOND JAMES & ASSOCIATES	204.66K	Sep 30, 24	-196	0.07%
CIC Wealth, LLC	10.70K	Sep 30, 24	+10.70K	0.00%
M&R CAPITAL MANAGEMENT INC	692	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	4.90K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	1.81K	Jun 30, 24	-4.50K	0.00%
Cetera Advisor Networks LLC	407.61K	Mar 31, 24	-11.44K	0.13%
Eudaimonia Partners, LLC	50.00K	Mar 31, 24	--	0.02%
Connectus Wealth, LLC	19.67K	Mar 31, 24	+19.67K	0.01%
Highlander Capital Management, LLC	1.50K	Mar 31, 24	--	0.00%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	--	Mar 31, 24	-5.35K	--
Day & Ennis, LLC	18.05K	Dec 31, 23	--	0.01%
Baystate Wealth Management LLC	2.26K	Dec 31, 23	+2.26K	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	10.12K	Sep 30, 23	+10.12K	0.00%
BerganKDV Wealth Management, LLC	623.34K	Jun 30, 23	+824	0.20%
Ahrens Investment Partners LLC	1.64K	Mar 31, 23	+1.64K	0.00%
YorkBridge Wealth Partners, LLC	15.00K	Dec 31, 22	--	0.00%
Red Cedar Capital, LLC	847	Dec 31, 22	--	0.00%
Bickling Financial Services, Inc.	--	Dec 31, 22	-11.51K	--
American Portfolios Advisors	7.58K	Sep 30, 22	+5.55K	0.00%
Covington Capital Management	3.59K	Sep 30, 22	+89	0.00%
FourThought Financial, LLC	602	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	32.04K	Jun 30, 22	-44.33K	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-1.20K	--
BREITER CAPITAL MANAGEMENT INC	10.00K	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	28.77K	Dec 31, 21	+19.73K	0.01%
Castle Financial & Retirement Planning Associates, Inc.	400	Dec 31, 21	+400	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	56.24K	Sep 30, 21	+16.60K	0.02%
LEVEL FOUR FINANCIAL, LLC	55.92K	Sep 30, 21	+5.93K	0.02%
Ameritas Investment Company, LLC	51.11K	Sep 30, 21	+31.11K	0.02%
Homrich & Berg	19.69K	Sep 30, 21	--	0.01%
QCI ASSET MANAGEMENT INC/NY	13.00K	Sep 30, 21	+1.00K	0.00%
Filbrandt Wealth Management, LLC	10.46K	Sep 30, 21	+10.46K	0.00%
Reby Advisors, LLC	13.60K	Dec 31, 20	+13.60K	0.00%
First Allied Advisory Services, Inc.	97.29K	Sep 30, 20	-3.89K	0.03%
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-48.70K	--
Jolley Asset Management, LLC	412.29K	Mar 31, 20	--	0.13%
Advisor Group, Inc.	355.63K	Dec 31, 19	+13.60K	0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.	123.08K	Dec 31, 19	+14.00K	0.04%
SUNTRUST BANKS INC	57.98K	Sep 30, 19	--	0.02%
MONROE BANK & TRUST/MI	11.84K	Jun 30, 19	--	0.00%
NEXT Financial Holdings	7.60K	Mar 31, 19	+7.60K	0.00%
LOEB PARTNERS CORP	2.44K	Mar 31, 19	--	0.00%
Oak Point Wealth Management	88.65K	Mar 31, 18	+88.65K	0.03%
IFC Holdings Incorporated/FL	627.12K	Dec 31, 17	-18.31K	0.20%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-16.57K	--
Jacobus Wealth Management, Inc.	178.97K	Sep 30, 17	+4.24K	0.06%
Commonwealth Equity Services, Inc	556.40K	Jun 30, 17	+54.86K	0.18%
Virtu KCG Holdings LLC	17.42K	Jun 30, 17	+17.42K	0.01%
MSI Financial Services Inc	196.39K	Dec 31, 16	+312	0.06%
COHEN & STEERS CAPITAL MANAGEMENT INC	1.56M	Mar 31, 15	+1.56M	0.50%
Gary Goldberg Planning Services Inc	11.70K	Dec 31, 14	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	4.25K	Dec 31, 14	--	0.00%
UBS AG	1.93M	Sep 30, 14	+324.65K	0.62%
Del Mar Asset Management, LP	446.20K	Sep 30, 14	+446.20K	0.14%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-22.70K	--
Jane Street Holding, LLC	125.27K	Dec 31, 13	+85.98K	0.04%
First Allied Securities, Inc.	70.65K	Jun 30, 12	-124.38K	0.02%

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Holder

Date

Change

% Held

LPL Financial LLC

4.48M

Mar 31, 26

+20.99K

1.44%

MORGAN STANLEY

2.47M

Mar 31, 26

+38.99K

0.79%

COMMONWEALTH EQUITY SERVICES, LLC

1.52M

Mar 31, 26

+6.60K

0.49%

PHILADELPHIA TRUST CO

1.02M

Mar 31, 26

-42.08K

0.33%

GAMCO INVESTORS, INC. ET AL

841.67K

Mar 31, 26

0.27%

Cetera Investment Advisers

708.50K

Mar 31, 26

+34.20K

0.23%

RAYMOND JAMES FINANCIAL INC

612.59K

Mar 31, 26

-30.50K

0.20%

INDEPENDENT FINANCIAL GROUP, LLC

585.67K

Mar 31, 26

+44.17K

0.19%

WELLS FARGO & COMPANY/MN

578.78K

Mar 31, 26

-62.52K

0.19%

Cambridge Investment Research Advisors, Inc.

569.07K

Mar 31, 26

+7.22K

0.18%

ROYAL BANK OF CANADA

551.91K

Mar 31, 26

+9.37K

0.18%

Live Oak Private Wealth LLC

514.18K

Mar 31, 26

0.17%

BANK OF AMERICA CORP /DE/

467.23K

Mar 31, 26

-130.97K

0.15%

SCOTIA CAPITAL INC.

454.58K

Mar 31, 26

-1.74K

0.15%

Kestra Advisory Services, LLC

452.97K

Mar 31, 26

-3.25K

0.15%

Independent Advisor Alliance

405.59K

Mar 31, 26

+405.59K

0.13%

Ursa Fund Management, LLC

367.92K

Mar 31, 26

+367.92K

0.12%

Yakira Capital Management, Inc.

362.41K

Mar 31, 26

+362.41K

0.12%

BOOTHBAY FUND MANAGEMENT, LLC

352.06K

Mar 31, 26

+352.06K

0.11%

Cerity Partners LLC

345.77K

Mar 31, 26

+31.20K

0.11%

Accel Wealth Management

343.64K

Mar 31, 26

-8.66K

0.11%

Alpine Global Management, LLC

336.34K

Mar 31, 26

+336.34K

0.11%

Creative Planning

325.94K

Mar 31, 26

-1.62K

0.10%

Steward Partners Investment Advisory, LLC

319.27K

Mar 31, 26

+8.73K

0.10%

UBS Group AG

304.00K

Mar 31, 26

-29.76K

0.10%

GUGGENHEIM CAPITAL LLC

303.88K

Mar 31, 26

-115.68K

0.10%

TRUIST FINANCIAL CORP

297.44K

Mar 31, 26

+125.06K

0.10%

Golden State Wealth Management, LLC

287.30K

Mar 31, 26

+7.10K

0.09%

COHEN & STEERS, INC.

280.00K

Mar 31, 26

+280.00K

0.09%

ENVESTNET ASSET MANAGEMENT INC

269.63K

Mar 31, 26

-81.66K

0.09%

ADVISOR GROUP HOLDINGS, INC.

249.00K

Mar 31, 26

+17.63K

0.08%

Marks Group Wealth Management, Inc

227.71K

Mar 31, 26

-17.13K

0.07%

Rockefeller Capital Management L.P.

215.21K

Mar 31, 26

-6.97K

0.07%

Private Advisor Group, LLC

200.46K

Mar 31, 26

+29.73K

0.06%

Cable Car Capital LLC

200.00K

Mar 31, 26

+200.00K

0.06%

WEDBUSH SECURITIES INC

190.53K

Mar 31, 26

+24.56K

0.06%

Quarry LP

189.45K

Mar 31, 26

+189.45K

0.06%

Golden State Equity Partners

181.82K

Mar 31, 26

+88.61K

0.06%

Janney Montgomery Scott LLC

159.16K

Mar 31, 26

+3.25K

0.05%

Wealthspire Advisors, LLC

147.09K

Mar 31, 26

+147.09K

0.05%

Dynamic Advisor Solutions LLC

134.47K

Mar 31, 26

+134.47K

0.04%

Valley Brook Capital Group, Inc.

133.96K

Mar 31, 26

+17.12K

0.04%

Stratos Wealth Partners, LTD.

107.49K

Mar 31, 26

-9.54K

0.03%

Kera Capital Partners, Inc.

105.78K

Mar 31, 26

0.03%

PFG Investments, LLC

101.48K

Mar 31, 26

+4.66K

0.03%

CAPTRUST FINANCIAL ADVISORS

100.45K

Mar 31, 26

+10.39K

0.03%

HOLLENCREST CAPITAL MANAGEMENT

95.53K

Mar 31, 26

0.03%

Advisory Services Network, LLC

94.90K

Mar 31, 26

+38

0.03%

CITADEL ADVISORS LLC

91.07K

Mar 31, 26

+48.85K

0.03%

HighTower Advisors, LLC

90.12K

Mar 31, 26

+6.30K

0.03%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

89.28K

Mar 31, 26

+474

0.03%

OPPENHEIMER & CO INC

89.25K

Mar 31, 26

+235

0.03%

Pensionmark Financial Group, LLC

88.66K

Mar 31, 26

+5.91K

0.03%

MML INVESTORS SERVICES, LLC

87.39K

Mar 31, 26

-11.26K

0.03%

LEIGH BALDWIN & CO., LLC

86.08K

Mar 31, 26

0.03%

STIFEL FINANCIAL CORP

80.03K

Mar 31, 26

-7.31K

0.03%

HCR Wealth Advisors

75.35K

Mar 31, 26

0.02%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

71.61K

Mar 31, 26

0.02%

JPMORGAN CHASE & CO

69.80K

Mar 31, 26

+52.90K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

68.02K

Mar 31, 26

0.02%

Mariner, LLC

66.06K

Mar 31, 26

-11.37K

0.02%

Equitable Holdings, Inc.

65.60K

Mar 31, 26

+2.50K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

61.85K

Mar 31, 26

-53.85K

0.02%

JANE STREET GROUP, LLC

61.29K

Mar 31, 26

-126.33K

0.02%

Darden Wealth Group Inc

57.00K

Mar 31, 26

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

55.36K

Mar 31, 26

+55.36K

0.02%

Midwest Trust Co

52.81K

Mar 31, 26

0.02%

EXENCIAL WEALTH ADVISORS, LLC

48.72K

Mar 31, 26

0.02%

AMERIPRISE FINANCIAL INC

48.33K

Mar 31, 26

+852

0.02%

Plancorp, LLC

47.90K

Mar 31, 26

+47.90K

0.02%

Shulman DeMeo Asset Management LLC

47.81K

Mar 31, 26

-9.57K

0.02%

Arista Wealth Management, LLC

47.13K

Mar 31, 26

0.02%

NBC SECURITIES, INC.

46.17K

Mar 31, 26

+8.72K

0.01%

AQR CAPITAL MANAGEMENT LLC

45.39K

Mar 31, 26

+45.39K

0.01%

BENJAMIN EDWARDS INC

44.85K

Mar 31, 26

+786

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

43.78K

Mar 31, 26

-39.50K

0.01%

Kingstone Capital Partners Texas, LLC

43.06K

Mar 31, 26

+9.91K

0.01%

Graves Light Lenhart Wealth, Inc.

41.22K

Mar 31, 26

0.01%

Allworth Financial LP

38.94K

Mar 31, 26

+12

0.01%

MISSION WEALTH MANAGEMENT, LP

37.57K

Mar 31, 26

0.01%

Kingsview Wealth Management, LLC

36.83K

Mar 31, 26

-2.54K

0.01%

Core Wealth Advisors, Inc.

36.75K

Mar 31, 26

+36.75K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

34.31K

Mar 31, 26

+140

0.01%

NorthRock Partners, LLC

32.11K

Mar 31, 26

-47.58K

0.01%

Symphony Financial Services, Inc.

31.90K

Mar 31, 26

+240

0.01%

Legacy Wealth Management, LLC / MS

31.87K

Mar 31, 26

+343

0.01%

Kapstone Financial Advisors LLC

31.35K

Mar 31, 26

+6.97K

0.01%

Pekin Hardy Strauss, Inc.

27.88K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

27.74K

Mar 31, 26

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

26.94K

Mar 31, 26

+277

0.01%

Atomi Financial Group, Inc.

26.79K

Mar 31, 26

+1.05K

0.01%

MIDLAND WEALTH ADVISORS LLC

26.75K

Mar 31, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

26.16K

Mar 31, 26

+42

0.01%

CIBC WORLD MARKET INC.

26.02K

Mar 31, 26

-62.82K

0.01%

Mendel Capital Management LLC

25.64K

Mar 31, 26

+25.64K

0.01%

PARK AVENUE SECURITIES LLC

25.56K

Mar 31, 26

+25.56K

0.01%

Savvy Advisors, Inc.

24.42K

Mar 31, 26

+24.42K

0.01%

Quad-Cities Investment Group, LLC

23.93K

Mar 31, 26

-1.01K

0.01%

SMITH, MOORE & CO.

23.37K

Mar 31, 26

+5.78K

0.01%

Brookstone Capital Management

23.33K

Mar 31, 26

-1.22K

0.01%

Avidian Wealth Solutions, LLC

23.20K

Mar 31, 26

+3.90K

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

23.00K

Mar 31, 26

+23.00K

0.01%

NOMURA HOLDINGS INC

22.79K

Mar 31, 26

+22.79K

0.01%

Insight Advisors, LLC/ PA

21.84K

Mar 31, 26

0.01%

Colony Group, LLC

21.44K

Mar 31, 26

+148

0.01%

Hilltop Holdings Inc.

20.78K

Mar 31, 26

+590

0.01%

FIFTH THIRD BANCORP

20.54K

Mar 31, 26

+16.54K

0.01%

Northstar Group, Inc.

20.52K

Mar 31, 26

+20.52K

0.01%

Chancellor Financial Group WB LP

19.96K

Mar 31, 26

+345

0.01%

MOTCO

19.91K

Mar 31, 26

-2.41K

0.01%

SILVER OAK SECURITIES, INCORPORATED

19.81K

Mar 31, 26

+2.80K

0.01%

BEACON INVESTMENT ADVISORY SERVICES, INC.

19.00K

Mar 31, 26

0.01%

Beacon Pointe Advisors, LLC

18.99K

Mar 31, 26

+3.26K

0.01%

Capital Square, LLC

18.75K

Mar 31, 26

0.01%

EAGLE WEALTH STRATEGIES LLC

18.62K

Mar 31, 26

0.01%

SYM FINANCIAL Corp

17.42K

Mar 31, 26

+5.39K

0.01%

Modera Wealth Management, LLC

17.20K

Mar 31, 26

0.01%

Montz Harcus Wealth Management LLC

17.11K

Mar 31, 26

+440

0.01%

17.02K

Mar 31, 26

+443

0.01%

STEPHENS INC /AR/

16.87K

Mar 31, 26

0.01%

Oxford Wealth Group, LLC

16.73K

Mar 31, 26

+16.73K

0.01%

TWO SIGMA SECURITIES, LLC

16.73K

Mar 31, 26

+16.73K

0.01%

LRI Investments, LLC

16.35K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

16.30K

Mar 31, 26

+1.00K

0.01%

JOHNSON INVESTMENT COUNSEL INC

16.05K

Mar 31, 26

+337

0.01%

Benchmark Financial Wealth Advisors, LLC

15.55K

Mar 31, 26

+15.55K

0.00%

GLENMEDE TRUST CO NA

15.47K

Mar 31, 26

0.00%

Curran Financial Partners, LLC

15.32K

Mar 31, 26

0.00%

Drucker Wealth 3.0, LLC

15.24K

Mar 31, 26

-5.14K

0.00%

TCG Advisory Services, LLC

15.20K

Mar 31, 26

0.00%

Tactive Advisors, LLC

15.16K

Mar 31, 26

-1.55K

0.00%

MGO ONE SEVEN LLC

14.91K

Mar 31, 26

+32

0.00%

RFG - Bristol Wealth Advisors, LLC

14.36K

Mar 31, 26

+113

0.00%

Acropolis Investment Management, LLC

14.33K

Mar 31, 26

0.00%

Wellington Shields Capital Management, LLC

13.86K

Mar 31, 26

0.00%

Csenge Advisory Group

13.78K

Mar 31, 26

+357

0.00%

SAGESPRING WEALTH PARTNERS, LLC

13.76K

Mar 31, 26

+91

0.00%

MTM Investment Management, LLC

13.53K

Mar 31, 26

0.00%

Mount Yale Investment Advisors, LLC

13.48K

Mar 31, 26

0.00%

Vestmark Advisory Solutions, Inc.

13.48K

Mar 31, 26

0.00%

Sigma Planning Corp

13.11K

Mar 31, 26

+60

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

13.02K

Mar 31, 26

+13.02K

0.00%

CWM, LLC

12.82K

Mar 31, 26

-4.84K

0.00%

Savant Capital, LLC

12.30K

Mar 31, 26

0.00%

Morton Capital Management LLC/CA

12.11K

Mar 31, 26

+12.11K

0.00%

Safeguard Investment Advisory Group, LLC

11.94K

Mar 31, 26

-2.96K

0.00%

CASCADE INVESTMENT GROUP, INC.

11.75K

Mar 31, 26

0.00%

Aurora Private Wealth, Inc.

11.57K

Mar 31, 26

0.00%

New England Private Wealth Advisors LLC

11.45K

Mar 31, 26

0.00%

SUMMIT WEALTH GROUP LLC / CO

11.35K

Mar 31, 26

0.00%

Texas Yale Capital Corp.

11.00K

Mar 31, 26

0.00%

NewEdge Advisors, LLC

10.68K

Mar 31, 26

-48.54K

0.00%

NOVEM GROUP

10.49K

Mar 31, 26

0.00%

Meridian Wealth Management, LLC

10.43K

Mar 31, 26

-1.90K

0.00%

Virtu Financial LLC

10.27K

Mar 31, 26

+10.27K

0.00%

Geneos Wealth Management Inc.

10.20K

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.17K

Mar 31, 26

+8.80K

0.00%

Sanctuary Advisors, LLC

10.15K

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

9.15K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

8.40K

Mar 31, 26

+8.40K

0.00%

Kentucky Trust Co

7.40K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

6.00K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

5.91K

Mar 31, 26

+5.91K

0.00%

IFP Advisors, Inc

5.68K

Mar 31, 26

+3.51K

0.00%

Wellington Shields & Co., LLC

5.43K

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

5.34K

Mar 31, 26

0.00%

MAI Capital Management

4.94K

Mar 31, 26

+370

0.00%

CoreCap Advisors, LLC

4.93K

Mar 31, 26

-4.63K

0.00%

Beaird Harris Wealth Management, LLC

3.92K

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

3.45K

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

3.30K

Mar 31, 26

+3.30K

0.00%

IFG Advisory, LLC

3.30K

Mar 31, 26

-24.89K

0.00%

Gen-Wealth Partners Inc

3.10K

Mar 31, 26

-500

0.00%

Vermillion Wealth Management, Inc.

2.95K

Mar 31, 26

+75

0.00%

ARMSTRONG ADVISORY GROUP, INC

2.94K

Mar 31, 26

+75

0.00%

Hilltop National Bank

2.75K

Mar 31, 26

0.00%

American Capital Advisory, LLC

2.29K

Mar 31, 26

-230

0.00%

Financial Gravity Asset Management, Inc.

2.00K

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

1.91K

Mar 31, 26

0.00%

SOA Wealth Advisors, LLC.

1.20K

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.16K

Mar 31, 26

+1.16K

0.00%

Smallwood Wealth Investment Management, LLC

1.13K

Mar 31, 26

0.00%

Thomas J. Herzfeld Advisors, Inc.

1.10K

Mar 31, 26

+28

0.00%

Spire Wealth Management

1.00K

Mar 31, 26

0.00%

Community Bank, N.A.

1.00K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

739

Mar 31, 26

0.00%

HOWE & RUSLING INC

728

Mar 31, 26

+728

0.00%

ASSETMARK, INC

648

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

500

Mar 31, 26

0.00%

Addison Advisors LLC

500

Mar 31, 26

+500

0.00%

Tower Research Capital LLC (TRC)

451

Mar 31, 26

+405

0.00%

Prestige Wealth Management Group LLC

343

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

331

Mar 31, 26

+331

0.00%

Frazier Financial Advisors, LLC

327

Mar 31, 26

0.00%

Vanguard National Trust Co

183

Mar 31, 26

+183

0.00%

Sound Income Strategies, LLC

104

Mar 31, 26

0.00%

Key FInancial Inc

100

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-4.92K

Cornerstone Advisory, LLC

Mar 31, 26

-18.52K

Mach-1 Financial Group, LLC

Mar 31, 26

-10.55K

US BANCORP \DE\

Mar 31, 26

-1.65K

Wealth Preservation Advisors, LLC

Mar 31, 26

-1.50K

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Mar 31, 26

-5.28K

Advisors Asset Management, Inc.

Mar 31, 26

-185.33K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-200

J.W. COLE ADVISORS, INC.

Mar 31, 26

-1.08M

Commonwealth Retirement Investments LLC

Mar 31, 26

-4.81K

Larson Financial Group LLC

Mar 31, 26

-2.53K

Vident Advisory, LLC

Mar 31, 26

-31.32K

Blue Barn Wealth, LLC

24.28K

Dec 31, 25

+24.28K

0.01%

MidWestOne Financial Group, Inc.

19.14K

Dec 31, 25

0.01%

COMERICA BANK

16.54K

Dec 31, 25

0.01%

Vantage Financial Partners, LLC

14.98K

Dec 31, 25

-316

0.00%

Global Retirement Partners, LLC

2.16K

Dec 31, 25

+213

0.00%

CIBC Private Wealth Group, LLC

1.56K

Dec 31, 25

+36

0.00%

Stonegate Investment Group, LLC

49.14K

Sep 30, 25

+1.17K

0.02%

SYNOVUS FINANCIAL CORP

39.47K

Sep 30, 25

0.01%

Moloney Securities Asset Management, LLC

15.88K

Sep 30, 25

+48

0.01%

Glenmede Investment Management, LP

15.47K

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

46.00K

Jun 30, 25

-220

0.01%

Atria Wealth Solutions, Inc.

42.03K

Jun 30, 25

-44.38K

0.01%

Good Life Advisors, LLC

22.16K

Jun 30, 25

+2.02K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

3.75K

Jun 30, 25

+3.75K

0.00%

Sheaff Brock Investment Advisors, LLC

33.49K

Mar 31, 25

0.01%

CAROLINAS WEALTH CONSULTING LLC

1.27K

Mar 31, 25

0.00%

Executive Wealth Management, LLC

15.00K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

283.45K

Sep 30, 24

-46.67K

0.09%

RAYMOND JAMES & ASSOCIATES

204.66K

Sep 30, 24

-196

0.07%

CIC Wealth, LLC

10.70K

Sep 30, 24

+10.70K

0.00%

M&R CAPITAL MANAGEMENT INC

692

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.90K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

1.81K

Jun 30, 24

-4.50K

0.00%

Cetera Advisor Networks LLC

407.61K

Mar 31, 24

-11.44K

0.13%

Eudaimonia Partners, LLC

50.00K

Mar 31, 24

0.02%

Connectus Wealth, LLC

19.67K

Mar 31, 24

+19.67K

0.01%

Highlander Capital Management, LLC

1.50K

Mar 31, 24

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Mar 31, 24

-5.35K

Day & Ennis, LLC

18.05K

Dec 31, 23

0.01%

Baystate Wealth Management LLC

2.26K

Dec 31, 23

+2.26K

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

10.12K

Sep 30, 23

+10.12K

0.00%

BerganKDV Wealth Management, LLC

623.34K

Jun 30, 23

+824

0.20%

Ahrens Investment Partners LLC

1.64K

Mar 31, 23

+1.64K

0.00%

YorkBridge Wealth Partners, LLC

15.00K

Dec 31, 22

0.00%

Red Cedar Capital, LLC

847

Dec 31, 22

0.00%

Bickling Financial Services, Inc.

Dec 31, 22

-11.51K

American Portfolios Advisors

7.58K

Sep 30, 22

+5.55K

0.00%

Covington Capital Management

3.59K

Sep 30, 22

+89

0.00%

FourThought Financial, LLC

602

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

32.04K

Jun 30, 22

-44.33K

0.01%

Private Capital Group, LLC

Jun 30, 22

-1.20K

BREITER CAPITAL MANAGEMENT INC

10.00K

Mar 31, 22

0.00%

NEXT Financial Group, Inc

28.77K

Dec 31, 21

+19.73K

0.01%

Castle Financial & Retirement Planning Associates, Inc.

400

Dec 31, 21

+400

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

56.24K

Sep 30, 21

+16.60K

0.02%

LEVEL FOUR FINANCIAL, LLC

55.92K

Sep 30, 21

+5.93K

0.02%

Ameritas Investment Company, LLC

51.11K

Sep 30, 21

+31.11K

0.02%

Homrich & Berg

19.69K

Sep 30, 21

0.01%

QCI ASSET MANAGEMENT INC/NY

13.00K

Sep 30, 21

+1.00K

0.00%

Filbrandt Wealth Management, LLC

10.46K

Sep 30, 21

+10.46K

0.00%

Reby Advisors, LLC

13.60K

Dec 31, 20

+13.60K

0.00%

First Allied Advisory Services, Inc.

97.29K

Sep 30, 20

-3.89K

0.03%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-48.70K

Jolley Asset Management, LLC

412.29K

Mar 31, 20

0.13%

Advisor Group, Inc.

355.63K

Dec 31, 19

+13.60K

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

123.08K

Dec 31, 19

+14.00K

0.04%

SUNTRUST BANKS INC

57.98K

Sep 30, 19

0.02%

MONROE BANK & TRUST/MI

11.84K

Jun 30, 19

0.00%

NEXT Financial Holdings

7.60K

Mar 31, 19

+7.60K

0.00%

LOEB PARTNERS CORP

2.44K

Mar 31, 19

0.00%

Oak Point Wealth Management

88.65K

Mar 31, 18

+88.65K

0.03%

IFC Holdings Incorporated/FL

627.12K

Dec 31, 17

-18.31K

0.20%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-16.57K

Jacobus Wealth Management, Inc.

178.97K

Sep 30, 17

+4.24K

0.06%

Commonwealth Equity Services, Inc

556.40K

Jun 30, 17

+54.86K

0.18%

Virtu KCG Holdings LLC

17.42K

Jun 30, 17

+17.42K

0.01%

MSI Financial Services Inc

196.39K

Dec 31, 16

+312

0.06%

COHEN & STEERS CAPITAL MANAGEMENT INC

1.56M

Mar 31, 15

+1.56M

0.50%

Gary Goldberg Planning Services Inc

11.70K

Dec 31, 14

0.00%

NEW ENGLAND SECURITIES CORP /MA/

4.25K

Dec 31, 14

0.00%

UBS AG

1.93M

Sep 30, 14

+324.65K

0.62%

Del Mar Asset Management, LP

446.20K

Sep 30, 14

+446.20K

0.14%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-22.70K

Jane Street Holding, LLC

125.27K

Dec 31, 13

+85.98K

0.04%

First Allied Securities, Inc.

70.65K

Jun 30, 12

-124.38K

0.02%