General American Investors Company, Inc.(GAM)

$67.89—

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General American Investors Company, Inc.(GAM)

NYSE

$67.89—

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GAM(GAM)

GAM

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Institutional Ownership

Top 144 Institutional Holders

Holder	Shares	Date	Change	% Held
Saba Capital Management, L.P.	1.75M	Jun 30, 26	-88.12K	7.30%
LAZARD ASSET MANAGEMENT LLC	1.58M	Jun 30, 26	+3.22K	6.60%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	825.49K	Jun 30, 26	+7.94K	3.44%
Allspring Global Investments Holdings, LLC	457.69K	Jun 30, 26	+26.75K	1.91%
Bulldog Investors, LLP	296.45K	Jun 30, 26	--	1.24%
NEVILLE RODIE & SHAW INC	293.96K	Jun 30, 26	--	1.23%
COHEN & STEERS, INC.	260.00K	Jun 30, 26	--	1.08%
SIT INVESTMENT ASSOCIATES INC	239.70K	Jun 30, 26	-8.96K	1.00%
ROYAL BANK OF CANADA	194.76K	Jun 30, 26	-1.67K	0.81%
Atlas Wealth LLC	170.50K	Jun 30, 26	+170.50K	0.71%
Pathstone Holdings, LLC	148.52K	Jun 30, 26	-13.14K	0.62%
Advisors Asset Management, Inc.	121.08K	Jun 30, 26	-8.82K	0.50%
Penserra Capital Management LLC	110.07K	Jun 30, 26	+4.16K	0.46%
1607 Capital Partners, LLC	109.53K	Jun 30, 26	-166.74K	0.46%
LEVIN CAPITAL STRATEGIES, L.P.	107.32K	Jun 30, 26	--	0.45%
MORGAN STANLEY	98.40K	Jun 30, 26	+1.46K	0.41%
Shaker Financial Services, LLC	81.30K	Jun 30, 26	+74.61K	0.34%
RAYMOND JAMES FINANCIAL INC	50.03K	Jun 30, 26	+23.16K	0.21%
Altium Capital Management LP	48.76K	Jun 30, 26	--	0.20%
FIRST TRUST ADVISORS LP	43.28K	Jun 30, 26	+382	0.18%
STIFEL FINANCIAL CORP	37.15K	Jun 30, 26	+1.73K	0.15%
Thomas J. Herzfeld Advisors, Inc.	31.93K	Jun 30, 26	-726	0.13%
BANK OF AMERICA CORP /DE/	30.56K	Jun 30, 26	--	0.13%
CSS LLC/IL	29.80K	Jun 30, 26	-1.22K	0.12%
WOLVERINE ASSET MANAGEMENT LLC	28.70K	Jun 30, 26	+21.42K	0.12%
Samalin Investment Counsel, LLC	25.23K	Jun 30, 26	+11.74K	0.11%
GUGGENHEIM CAPITAL LLC	24.66K	Jun 30, 26	+1.97K	0.10%
Mariner, LLC	20.81K	Jun 30, 26	+3.02K	0.09%
WALLER FINANCIAL PLANNING GROUP, INC	19.56K	Jun 30, 26	--	0.08%
LPL Financial LLC	18.88K	Jun 30, 26	+599	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	18.86K	Jun 30, 26	-1.79K	0.08%
Mraz, Amerine & Associates, Inc.	18.15K	Jun 30, 26	-2.20K	0.08%
Overbrook Management Corp	16.39K	Jun 30, 26	--	0.07%
Cetera Investment Advisers	15.15K	Jun 30, 26	-1.35K	0.06%
HighTower Advisors, LLC	14.17K	Jun 30, 26	-6.41K	0.06%
Janney Montgomery Scott LLC	13.04K	Jun 30, 26	+1.51K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	12.65K	Jun 30, 26	+9.87K	0.05%
XTX Topco Ltd	12.59K	Jun 30, 26	+6.74K	0.05%
Joel Isaacson & Co., LLC	11.91K	Jun 30, 26	--	0.05%
Savant Capital, LLC	10.28K	Jun 30, 26	--	0.04%
KING LUTHER CAPITAL MANAGEMENT CORP	10.20K	Jun 30, 26	--	0.04%
Cambridge Investment Research Advisors, Inc.	9.99K	Jun 30, 26	+2.45K	0.04%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	9.58K	Jun 30, 26	--	0.04%
Uncommon Cents Investing LLC	9.51K	Jun 30, 26	--	0.04%
UBS Group AG	7.54K	Jun 30, 26	-5.67K	0.03%
Cornerstone Planning, LLC	7.14K	Jun 30, 26	--	0.03%
NIXON PEABODY TRUST CO	7.05K	Jun 30, 26	--	0.03%
Stolper Co	6.31K	Jun 30, 26	-35.85K	0.03%
ENVESTNET ASSET MANAGEMENT INC	6.21K	Jun 30, 26	-220	0.03%
READYSTATE ASSET MANAGEMENT LP	6.14K	Jun 30, 26	+6.14K	0.03%
Colony Group, LLC	5.76K	Jun 30, 26	-669	0.02%
Stratos Wealth Partners, LTD.	5.56K	Jun 30, 26	--	0.02%
PARK AVENUE SECURITIES LLC	5.51K	Jun 30, 26	-753	0.02%
SAGESPRING WEALTH PARTNERS, LLC	5.22K	Jun 30, 26	-1.18K	0.02%
CAPTRUST FINANCIAL ADVISORS	5.22K	Jun 30, 26	-1	0.02%
TOMPKINS FINANCIAL CORP	5.10K	Jun 30, 26	--	0.02%
Cerity Partners LLC	5.09K	Jun 30, 26	+5.09K	0.02%
Schrum Private Wealth Management LLC	5.06K	Jun 30, 26	--	0.02%
IMC-Chicago, LLC	4.93K	Jun 30, 26	+4.93K	0.02%
ADVISOR GROUP HOLDINGS, INC.	4.92K	Jun 30, 26	+332	0.02%
Compass Wealth Management LLC	4.85K	Jun 30, 26	+4.85K	0.02%
Capital Analysts, LLC	4.48K	Jun 30, 26	-619	0.02%
CI Private Wealth, LLC	4.28K	Jun 30, 26	-6.65K	0.02%
HARBOUR INVESTMENTS, INC.	4.26K	Jun 30, 26	-322	0.02%
FRANKLIN RESOURCES INC	4.23K	Jun 30, 26	--	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.15K	Jun 30, 26	+4.15K	0.02%
NORTHERN TRUST CORP	4.11K	Jun 30, 26	+150	0.02%
Prospera Financial Services Inc	4.01K	Jun 30, 26	--	0.02%
Essex Financial Services, Inc.	4.01K	Jun 30, 26	--	0.02%
REGIONS FINANCIAL CORP	4.00K	Jun 30, 26	--	0.02%
MISSION WEALTH MANAGEMENT, LP	3.96K	Jun 30, 26	-233	0.02%
BCS Wealth Management	3.87K	Jun 30, 26	--	0.02%
Snowden Capital Advisors LLC	3.79K	Jun 30, 26	--	0.02%
FIRST MANHATTAN CO. LLC.	3.70K	Jun 30, 26	--	0.02%
Sequoia Financial Advisors, LLC	3.56K	Jun 30, 26	--	0.01%
MAI Capital Management	3.32K	Jun 30, 26	+3.32K	0.01%
Evercore Wealth Management, LLC	3.31K	Jun 30, 26	+3.31K	0.01%
Quad-Cities Investment Group, LLC	3.25K	Jun 30, 26	+3.25K	0.01%
JANE STREET GROUP, LLC	3.16K	Jun 30, 26	-5.65K	0.01%
JPMORGAN CHASE & CO	3.02K	Jun 30, 26	+3.02K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.66K	Jun 30, 26	+657	0.01%
MERCER GLOBAL ADVISORS INC /ADV	2.60K	Jun 30, 26	+2.60K	0.01%
BESSEMER GROUP INC	2.28K	Jun 30, 26	-665	0.01%
Institute for Wealth Management, LLC.	1.81K	Jun 30, 26	+1.81K	0.01%
EASTERN BANK	1.72K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	1.10K	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.03K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	1.02K	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	890	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	438	Jun 30, 26	-105	0.00%
NewEdge Advisors, LLC	145	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	134	Jun 30, 26	+134	0.00%
Global Retirement Partners, LLC	134	Jun 30, 26	+134	0.00%
JONES FINANCIAL COMPANIES LLLP	125	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	18	Jun 30, 26	-18	0.00%
ASSETMARK, INC	16	Jun 30, 26	--	0.00%
IFG Advisory, LLC	8	Jun 30, 26	+8	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1	Jun 30, 26	-29.59K	0.00%
Wall Street Financial Group, Inc.	--	Jun 30, 26	-865	--
BNP PARIBAS	--	Jun 30, 26	-750	--
LAZARD ASSET MANAGEMENT LLC	1.58M	Mar 31, 26	+183.05K	6.59%
Bulldog Investors, LLP	296.45K	Mar 31, 26	-510	1.24%
COHEN & STEERS, INC.	260.00K	Mar 31, 26	-10.00K	1.08%
Advisors Asset Management, Inc.	129.91K	Mar 31, 26	+10.83K	0.54%
CAPSTONE INVESTMENT ADVISORS, LLC	35.84K	Mar 31, 26	--	0.15%
BANK OF AMERICA CORP /DE/	30.56K	Mar 31, 26	-903	0.13%
RAYMOND JAMES FINANCIAL INC	26.87K	Mar 31, 26	+237	0.11%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	8.35K	Mar 31, 26	--	0.03%
FRANKLIN RESOURCES INC	4.23K	Mar 31, 26	+3	0.02%
NORTHERN TRUST CORP	3.96K	Mar 31, 26	+3.96K	0.02%
Evelyn Partners Investment Management LLP	2.13K	Mar 31, 26	--	0.01%
CWM, LLC	1.36K	Mar 31, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	125	Mar 31, 26	-611	0.00%
Virtu Financial LLC	--	Mar 31, 26	-3.69K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-4.41K	--
CIBC Private Wealth Group, LLC	3.44K	Dec 31, 25	--	0.01%
COMERICA BANK	--	Dec 31, 25	-9	--
Apexium Financial, LP	8.35K	Sep 30, 25	--	0.03%
WETHERBY ASSET MANAGEMENT INC	3.39K	Sep 30, 25	+3.39K	0.01%
Tyler-Stone Wealth Management	4.88K	Jun 30, 25	--	0.02%
WINTRUST INVESTMENTS LLC	397	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	5.06K	Sep 30, 24	-71	0.02%
Raymond James Financial Services Advisors, Inc.	3.92K	Sep 30, 24	+3.92K	0.02%
RAYMOND JAMES TRUST N.A.	--	Sep 30, 24	-5.66K	--
Cetera Advisors LLC	7.37K	Mar 31, 24	+7.37K	0.03%
ADVISOR PARTNERS II, LLC	71.72K	Sep 30, 23	+71.72K	0.30%
PATHSTONE FAMILY OFFICE, LLC	8.07K	Sep 30, 23	+8.07K	0.03%
Veritable, L.P.	8.07K	Jun 30, 23	--	0.03%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-312	--
Hightower 6M Holding, LLC	16.97K	Sep 30, 22	-3.07K	0.07%
FourThought Financial, LLC	51	Sep 30, 22	+51	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	490.84K	Mar 31, 22	+23.46K	2.05%
6 Meridian	23.60K	Dec 31, 21	+3.71K	0.10%
CORNERSTONE ADVISORS INC	--	Dec 31, 21	--	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.27K	Dec 31, 19	+921	0.02%
Advisor Group, Inc.	287	Dec 31, 19	+21	0.00%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-14.68K	--
Commonwealth Equity Services, Inc	16.87K	Jun 30, 17	-2.13K	0.07%
TFS CAPITAL LLC	--	Jun 30, 17	-6.18K	--
MSI Financial Services Inc	782	Dec 31, 16	-633	0.00%
Taylor, Cottrill LLC	12.05K	Dec 31, 15	--	0.05%
Relative Value Partners, LLC	144.35K	Mar 31, 15	+144.35K	0.60%
UBS AG	13.50K	Sep 30, 14	+11.94K	0.06%

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Holder

Date

Change

% Held

Saba Capital Management, L.P.

1.75M

Jun 30, 26

-88.12K

7.30%

LAZARD ASSET MANAGEMENT LLC

1.58M

Jun 30, 26

+3.22K

6.60%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

825.49K

Jun 30, 26

+7.94K

3.44%

Allspring Global Investments Holdings, LLC

457.69K

Jun 30, 26

+26.75K

1.91%

Bulldog Investors, LLP

296.45K

Jun 30, 26

1.24%

NEVILLE RODIE & SHAW INC

293.96K

Jun 30, 26

1.23%

COHEN & STEERS, INC.

260.00K

Jun 30, 26

1.08%

SIT INVESTMENT ASSOCIATES INC

239.70K

Jun 30, 26

-8.96K

1.00%

ROYAL BANK OF CANADA

194.76K

Jun 30, 26

-1.67K

0.81%

Atlas Wealth LLC

170.50K

Jun 30, 26

+170.50K

0.71%

Pathstone Holdings, LLC

148.52K

Jun 30, 26

-13.14K

0.62%

Advisors Asset Management, Inc.

121.08K

Jun 30, 26

-8.82K

0.50%

Penserra Capital Management LLC

110.07K

Jun 30, 26

+4.16K

0.46%

1607 Capital Partners, LLC

109.53K

Jun 30, 26

-166.74K

0.46%

LEVIN CAPITAL STRATEGIES, L.P.

107.32K

Jun 30, 26

0.45%

MORGAN STANLEY

98.40K

Jun 30, 26

+1.46K

0.41%

Shaker Financial Services, LLC

81.30K

Jun 30, 26

+74.61K

0.34%

RAYMOND JAMES FINANCIAL INC

50.03K

Jun 30, 26

+23.16K

0.21%

Altium Capital Management LP

48.76K

Jun 30, 26

0.20%

FIRST TRUST ADVISORS LP

43.28K

Jun 30, 26

+382

0.18%

STIFEL FINANCIAL CORP

37.15K

Jun 30, 26

+1.73K

0.15%

Thomas J. Herzfeld Advisors, Inc.

31.93K

Jun 30, 26

-726

0.13%

BANK OF AMERICA CORP /DE/

30.56K

Jun 30, 26

0.13%

CSS LLC/IL

29.80K

Jun 30, 26

-1.22K

0.12%

WOLVERINE ASSET MANAGEMENT LLC

28.70K

Jun 30, 26

+21.42K

0.12%

Samalin Investment Counsel, LLC

25.23K

Jun 30, 26

+11.74K

0.11%

GUGGENHEIM CAPITAL LLC

24.66K

Jun 30, 26

+1.97K

0.10%

Mariner, LLC

20.81K

Jun 30, 26

+3.02K

0.09%

WALLER FINANCIAL PLANNING GROUP, INC

19.56K

Jun 30, 26

0.08%

LPL Financial LLC

18.88K

Jun 30, 26

+599

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

18.86K

Jun 30, 26

-1.79K

0.08%

Mraz, Amerine & Associates, Inc.

18.15K

Jun 30, 26

-2.20K

0.08%

Overbrook Management Corp

16.39K

Jun 30, 26

0.07%

Cetera Investment Advisers

15.15K

Jun 30, 26

-1.35K

0.06%

HighTower Advisors, LLC

14.17K

Jun 30, 26

-6.41K

0.06%

Janney Montgomery Scott LLC

13.04K

Jun 30, 26

+1.51K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

12.65K

Jun 30, 26

+9.87K

0.05%

XTX Topco Ltd

12.59K

Jun 30, 26

+6.74K

0.05%

Joel Isaacson & Co., LLC

11.91K

Jun 30, 26

0.05%

Savant Capital, LLC

10.28K

Jun 30, 26

0.04%

KING LUTHER CAPITAL MANAGEMENT CORP

10.20K

Jun 30, 26

0.04%

Cambridge Investment Research Advisors, Inc.

9.99K

Jun 30, 26

+2.45K

0.04%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

9.58K

Jun 30, 26

0.04%

Uncommon Cents Investing LLC

9.51K

Jun 30, 26

0.04%

UBS Group AG

7.54K

Jun 30, 26

-5.67K

0.03%

Cornerstone Planning, LLC

7.14K

Jun 30, 26

0.03%

NIXON PEABODY TRUST CO

7.05K

Jun 30, 26

0.03%

Stolper Co

6.31K

Jun 30, 26

-35.85K

0.03%

ENVESTNET ASSET MANAGEMENT INC

6.21K

Jun 30, 26

-220

0.03%

READYSTATE ASSET MANAGEMENT LP

6.14K

Jun 30, 26

+6.14K

0.03%

Colony Group, LLC

5.76K

Jun 30, 26

-669

0.02%

Stratos Wealth Partners, LTD.

5.56K

Jun 30, 26

0.02%

PARK AVENUE SECURITIES LLC

5.51K

Jun 30, 26

-753

0.02%

SAGESPRING WEALTH PARTNERS, LLC

5.22K

Jun 30, 26

-1.18K

0.02%

CAPTRUST FINANCIAL ADVISORS

5.22K

Jun 30, 26

-1

0.02%

TOMPKINS FINANCIAL CORP

5.10K

Jun 30, 26

0.02%

Cerity Partners LLC

5.09K

Jun 30, 26

+5.09K

0.02%

Schrum Private Wealth Management LLC

5.06K

Jun 30, 26

0.02%

IMC-Chicago, LLC

4.93K

Jun 30, 26

+4.93K

0.02%

ADVISOR GROUP HOLDINGS, INC.

4.92K

Jun 30, 26

+332

0.02%

Compass Wealth Management LLC

4.85K

Jun 30, 26

+4.85K

0.02%

Capital Analysts, LLC

4.48K

Jun 30, 26

-619

0.02%

CI Private Wealth, LLC

4.28K

Jun 30, 26

-6.65K

0.02%

HARBOUR INVESTMENTS, INC.

4.26K

Jun 30, 26

-322

0.02%

FRANKLIN RESOURCES INC

4.23K

Jun 30, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

4.15K

Jun 30, 26

+4.15K

0.02%

NORTHERN TRUST CORP

4.11K

Jun 30, 26

+150

0.02%

Prospera Financial Services Inc

4.01K

Jun 30, 26

0.02%

Essex Financial Services, Inc.

4.01K

Jun 30, 26

0.02%

REGIONS FINANCIAL CORP

4.00K

Jun 30, 26

0.02%

MISSION WEALTH MANAGEMENT, LP

3.96K

Jun 30, 26

-233

0.02%

BCS Wealth Management

3.87K

Jun 30, 26

0.02%

Snowden Capital Advisors LLC

3.79K

Jun 30, 26

0.02%

FIRST MANHATTAN CO. LLC.

3.70K

Jun 30, 26

0.02%

Sequoia Financial Advisors, LLC

3.56K

Jun 30, 26

0.01%

MAI Capital Management

3.32K

Jun 30, 26

+3.32K

0.01%

Evercore Wealth Management, LLC

3.31K

Jun 30, 26

+3.31K

0.01%

Quad-Cities Investment Group, LLC

3.25K

Jun 30, 26

+3.25K

0.01%

JANE STREET GROUP, LLC

3.16K

Jun 30, 26

-5.65K

0.01%

JPMORGAN CHASE & CO

3.02K

Jun 30, 26

+3.02K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.66K

Jun 30, 26

+657

0.01%

MERCER GLOBAL ADVISORS INC /ADV

2.60K

Jun 30, 26

+2.60K

0.01%

BESSEMER GROUP INC

2.28K

Jun 30, 26

-665

0.01%

Institute for Wealth Management, LLC.

1.81K

Jun 30, 26

+1.81K

0.01%

EASTERN BANK

1.72K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

1.10K

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.03K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

1.02K

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

890

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

438

Jun 30, 26

-105

0.00%

NewEdge Advisors, LLC

145

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

134

Jun 30, 26

+134

0.00%

Global Retirement Partners, LLC

134

Jun 30, 26

+134

0.00%

JONES FINANCIAL COMPANIES LLLP

125

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

-18

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

IFG Advisory, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-29.59K

0.00%

Wall Street Financial Group, Inc.

Jun 30, 26

-865

BNP PARIBAS

Jun 30, 26

-750

LAZARD ASSET MANAGEMENT LLC

1.58M

Mar 31, 26

+183.05K

6.59%

Bulldog Investors, LLP

296.45K

Mar 31, 26

-510

1.24%

COHEN & STEERS, INC.

260.00K

Mar 31, 26

-10.00K

1.08%

Advisors Asset Management, Inc.

129.91K

Mar 31, 26

+10.83K

0.54%

CAPSTONE INVESTMENT ADVISORS, LLC

35.84K

Mar 31, 26

0.15%

BANK OF AMERICA CORP /DE/

30.56K

Mar 31, 26

-903

0.13%

RAYMOND JAMES FINANCIAL INC

26.87K

Mar 31, 26

+237

0.11%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

8.35K

Mar 31, 26

0.03%

FRANKLIN RESOURCES INC

4.23K

Mar 31, 26

0.02%

NORTHERN TRUST CORP

3.96K

Mar 31, 26

+3.96K

0.02%

Evelyn Partners Investment Management LLP

2.13K

Mar 31, 26

0.01%

CWM, LLC

1.36K

Mar 31, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

125

Mar 31, 26

-611

0.00%

Virtu Financial LLC

Mar 31, 26

-3.69K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-4.41K

CIBC Private Wealth Group, LLC

3.44K

Dec 31, 25

0.01%

COMERICA BANK

Dec 31, 25

-9

Apexium Financial, LP

8.35K

Sep 30, 25

0.03%

WETHERBY ASSET MANAGEMENT INC

3.39K

Sep 30, 25

+3.39K

0.01%

Tyler-Stone Wealth Management

4.88K

Jun 30, 25

0.02%

WINTRUST INVESTMENTS LLC

397

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

5.06K

Sep 30, 24

-71

0.02%

Raymond James Financial Services Advisors, Inc.

3.92K

Sep 30, 24

+3.92K

0.02%

RAYMOND JAMES TRUST N.A.

Sep 30, 24

-5.66K

Cetera Advisors LLC

7.37K

Mar 31, 24

+7.37K

0.03%

ADVISOR PARTNERS II, LLC

71.72K

Sep 30, 23

+71.72K

0.30%

PATHSTONE FAMILY OFFICE, LLC

8.07K

Sep 30, 23

+8.07K

0.03%

Veritable, L.P.

8.07K

Jun 30, 23

0.03%

BDO Wealth Advisors, LLC

Jun 30, 23

-312

Hightower 6M Holding, LLC

16.97K

Sep 30, 22

-3.07K

0.07%

FourThought Financial, LLC

Sep 30, 22

+51

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

490.84K

Mar 31, 22

+23.46K

2.05%

6 Meridian

23.60K

Dec 31, 21

+3.71K

0.10%

CORNERSTONE ADVISORS INC

Dec 31, 21

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.27K

Dec 31, 19

+921

0.02%

Advisor Group, Inc.

287

Dec 31, 19

+21

0.00%

SII INVESTMENTS INC/WI

Dec 31, 17

-14.68K

Commonwealth Equity Services, Inc

16.87K

Jun 30, 17

-2.13K

0.07%

TFS CAPITAL LLC

Jun 30, 17

-6.18K

MSI Financial Services Inc

782

Dec 31, 16

-633

0.00%

Taylor, Cottrill LLC

12.05K

Dec 31, 15

0.05%

Relative Value Partners, LLC

144.35K

Mar 31, 15

+144.35K

0.60%

UBS AG

13.50K

Sep 30, 14

+11.94K

0.06%