The Gabelli Dividend & Income Trust(GDV)

$28.70▼-0.42 (-1.44%)

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The Gabelli Dividend & Income Trust(GDV)

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$28.70▼-0.42 (-1.44%)

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GDV(GDV)

GDV

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Institutional Ownership

Top 295 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	8.10M	Mar 31, 26	-224.37K	9.26%
Saba Capital Management, L.P.	5.11M	Mar 31, 26	-644.80K	5.84%
Karpus Management, Inc.	1.50M	Mar 31, 26	-151.82K	1.71%
WELLS FARGO & COMPANY/MN	1.35M	Mar 31, 26	+37.81K	1.55%
RAYMOND JAMES FINANCIAL INC	1.35M	Mar 31, 26	-24.95K	1.54%
Allspring Global Investments Holdings, LLC	742.80K	Mar 31, 26	+55.55K	0.85%
Advisors Asset Management, Inc.	667.88K	Mar 31, 26	+102.39K	0.76%
SIT INVESTMENT ASSOCIATES INC	638.80K	Mar 31, 26	+167.65K	0.73%
GABELLI & Co INVESTMENT ADVISERS, INC.	626.00K	Mar 31, 26	--	0.72%
LPL Financial LLC	577.57K	Mar 31, 26	+23.01K	0.66%
ROYAL BANK OF CANADA	534.57K	Mar 31, 26	-99	0.61%
Steward Partners Investment Advisory, LLC	358.69K	Mar 31, 26	+57.92K	0.41%
COHEN & STEERS, INC.	354.89K	Mar 31, 26	+17.00K	0.41%
Bulldog Investors, LLP	299.89K	Mar 31, 26	-695	0.34%
STIFEL FINANCIAL CORP	275.77K	Mar 31, 26	+13.96K	0.32%
CAPSTONE INVESTMENT ADVISORS, LLC	262.24K	Mar 31, 26	--	0.30%
Private Advisor Group, LLC	195.41K	Mar 31, 26	+2.05K	0.22%
OPPENHEIMER & CO INC	164.87K	Mar 31, 26	-551	0.19%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	159.03K	Mar 31, 26	+9.72K	0.18%
WILEY BROS.-AINTREE CAPITAL, LLC	151.31K	Mar 31, 26	+20.65K	0.17%
Rockefeller Capital Management L.P.	135.96K	Mar 31, 26	-700	0.16%
FIRST TRUST ADVISORS LP	129.21K	Mar 31, 26	+5.22K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	128.44K	Mar 31, 26	-41.38K	0.15%
UBS Group AG	122.49K	Mar 31, 26	-5.46K	0.14%
Hennion & Walsh Asset Management, Inc.	114.97K	Mar 31, 26	+12.92K	0.13%
Kestra Advisory Services, LLC	114.96K	Mar 31, 26	+48.13K	0.13%
Cambridge Investment Research Advisors, Inc.	114.62K	Mar 31, 26	-20.93K	0.13%
MSH Capital Advisors LLC	100.57K	Mar 31, 26	+1.09K	0.12%
Private Wealth Partners, LLC	94.86K	Mar 31, 26	+750	0.11%
Live Oak Private Wealth LLC	91.22K	Mar 31, 26	--	0.10%
SILVERLAKE WEALTH MANAGEMENT LLC	86.09K	Mar 31, 26	+2.01K	0.10%
Prospera Financial Services Inc	81.91K	Mar 31, 26	+10.62K	0.09%
Integrated Wealth Concepts LLC	69.13K	Mar 31, 26	+258	0.08%
FIFTH THIRD BANCORP	65.56K	Mar 31, 26	+64.56K	0.07%
Cetera Investment Advisers	64.80K	Mar 31, 26	+6.17K	0.07%
Summit Financial, LLC	62.35K	Mar 31, 26	+580	0.07%
GUGGENHEIM CAPITAL LLC	55.20K	Mar 31, 26	+3.41K	0.06%
ADVISOR GROUP HOLDINGS, INC.	54.80K	Mar 31, 26	+1.36K	0.06%
Shaker Financial Services, LLC	53.86K	Mar 31, 26	-19.93K	0.06%
Thomas J. Herzfeld Advisors, Inc.	51.28K	Mar 31, 26	-16.81K	0.06%
Sanctuary Advisors, LLC	47.32K	Mar 31, 26	-1.74K	0.05%
Creative Planning	46.01K	Mar 31, 26	+9.59K	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	44.93K	Mar 31, 26	+12.74K	0.05%
KENNEDY INVESTMENT GROUP	41.28K	Mar 31, 26	+108	0.05%
180 WEALTH ADVISORS, LLC	39.54K	Mar 31, 26	-2.34K	0.05%
Dakota Wealth Management	37.22K	Mar 31, 26	-749	0.04%
D.A. DAVIDSON & CO.	34.21K	Mar 31, 26	-800	0.04%
GAMCO INVESTORS, INC. ET AL	34.00K	Mar 31, 26	+19.00K	0.04%
Stolper Co	33.85K	Mar 31, 26	-7.85K	0.04%
North Star Investment Management Corp.	33.48K	Mar 31, 26	+148	0.04%
STEPHENS INC /AR/	31.87K	Mar 31, 26	-1.39K	0.04%
Colony Group, LLC	31.13K	Mar 31, 26	-22.87K	0.04%
HighTower Advisors, LLC	30.94K	Mar 31, 26	-27.72K	0.04%
Mount Yale Investment Advisors, LLC	29.47K	Mar 31, 26	--	0.03%
Vestmark Advisory Solutions, Inc.	29.47K	Mar 31, 26	-1	0.03%
ENVESTNET ASSET MANAGEMENT INC	27.11K	Mar 31, 26	+5.58K	0.03%
1607 Capital Partners, LLC	26.82K	Mar 31, 26	-57.74K	0.03%
Gilliland Jeter Wealth Management LLC	26.26K	Mar 31, 26	+301	0.03%
Waverly Advisors, LLC	25.11K	Mar 31, 26	-1.93K	0.03%
Maltin Wealth Management, Inc.	23.30K	Mar 31, 26	-256	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	22.59K	Mar 31, 26	-5.38K	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	20.62K	Mar 31, 26	+1.50K	0.02%
DAVENPORT & Co LLC	20.51K	Mar 31, 26	+9	0.02%
Sigma Planning Corp	19.36K	Mar 31, 26	-933	0.02%
Institute for Wealth Management, LLC.	18.05K	Mar 31, 26	-1.09K	0.02%
Quantedge Capital Pte Ltd	17.54K	Mar 31, 26	-9.00K	0.02%
GABLES CAPITAL MANAGEMENT INC.	17.20K	Mar 31, 26	+500	0.02%
CULLEN/FROST BANKERS, INC.	16.65K	Mar 31, 26	--	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	16.48K	Mar 31, 26	+2.54K	0.02%
Grandview Asset Management LLC	16.30K	Mar 31, 26	--	0.02%
Allworth Financial LP	16.20K	Mar 31, 26	-123	0.02%
Atomi Financial Group, Inc.	16.17K	Mar 31, 26	+406	0.02%
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	16.03K	Mar 31, 26	-970	0.02%
TRUIST FINANCIAL CORP	15.29K	Mar 31, 26	+57	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	15.01K	Mar 31, 26	+1.50K	0.02%
IFP Advisors, Inc	14.42K	Mar 31, 26	+2.81K	0.02%
Mariner, LLC	14.24K	Mar 31, 26	+1.08K	0.02%
WEDBUSH SECURITIES INC	13.89K	Mar 31, 26	+264	0.02%
Morton Capital Management LLC/CA	13.69K	Mar 31, 26	-5	0.02%
Equitable Holdings, Inc.	13.43K	Mar 31, 26	+13.43K	0.02%
Aurora Private Wealth, Inc.	13.14K	Mar 31, 26	--	0.02%
Sargent Investment Group, LLC	12.00K	Mar 31, 26	--	0.01%
AQR CAPITAL MANAGEMENT LLC	11.77K	Mar 31, 26	-1.66K	0.01%
VISTA INVESTMENT PARTNERS II, LLC	11.59K	Mar 31, 26	--	0.01%
Wealthspire Advisors, LLC	11.11K	Mar 31, 26	--	0.01%
Baird Financial Group, Inc.	11.10K	Mar 31, 26	-200	0.01%
Abel Hall, LLC	10.56K	Mar 31, 26	--	0.01%
OAK HARBOR WEALTH PARTNERS, LLC	10.30K	Mar 31, 26	--	0.01%
MRA Advisory Group	10.14K	Mar 31, 26	+63	0.01%
XTX Topco Ltd	9.89K	Mar 31, 26	+9.89K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	9.85K	Mar 31, 26	-4.55K	0.01%
Activest Wealth Management	9.78K	Mar 31, 26	+1.17K	0.01%
MML INVESTORS SERVICES, LLC	9.61K	Mar 31, 26	-241	0.01%
Quad-Cities Investment Group, LLC	9.57K	Mar 31, 26	-82	0.01%
Private Wealth Advisors, LLC	9.43K	Mar 31, 26	-243	0.01%
Waterfront Wealth Inc.	9.41K	Mar 31, 26	--	0.01%
Cresset Asset Management, LLC	9.16K	Mar 31, 26	-1.64K	0.01%
Concurrent Investment Advisors, LLC	9.13K	Mar 31, 26	+9.13K	0.01%
Centurion Wealth Management LLC	9.12K	Mar 31, 26	--	0.01%
Horizon Wealth Management, LLC	9.10K	Mar 31, 26	+86	0.01%
COMMERCE BANK	9.10K	Mar 31, 26	--	0.01%
Pinnacle Wealth Planning Services, Inc.	8.86K	Mar 31, 26	-873	0.01%
Echo45 Advisors LLC	8.71K	Mar 31, 26	--	0.01%
SMITH, MOORE & CO.	8.47K	Mar 31, 26	+5	0.01%
Constitution Capital LLC	8.30K	Mar 31, 26	--	0.01%
Independent Advisor Alliance	8.18K	Mar 31, 26	+8.18K	0.01%
Gladstone Institutional Advisory LLC	8.05K	Mar 31, 26	+32	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.05K	Mar 31, 26	+8.05K	0.01%
StoneX Group Inc.	8.04K	Mar 31, 26	-34	0.01%
MATRIX PRIVATE CAPITAL GROUP LLC	7.83K	Mar 31, 26	+7.83K	0.01%
CSS LLC/IL	7.72K	Mar 31, 26	-6.89K	0.01%
Thrive Wealth Management, LLC	7.50K	Mar 31, 26	--	0.01%
Kingsview Wealth Management, LLC	7.49K	Mar 31, 26	-200	0.01%
Ancora Advisors, LLC	6.43K	Mar 31, 26	+100	0.01%
Oakworth Capital, Inc.	6.07K	Mar 31, 26	--	0.01%
SRS Capital Advisors, Inc.	6.00K	Mar 31, 26	+990	0.01%
Atlantic Union Bankshares Corp	4.80K	Mar 31, 26	--	0.01%
CWM, LLC	4.75K	Mar 31, 26	-1.64K	0.01%
Bogart Wealth, LLC	4.18K	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	4.13K	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	3.78K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	3.56K	Mar 31, 26	+3.56K	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	3.35K	Mar 31, 26	+3.35K	0.00%
Sound Income Strategies, LLC	2.77K	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	2.14K	Mar 31, 26	+2.14K	0.00%
WOLVERINE ASSET MANAGEMENT LLC	2.01K	Mar 31, 26	+2.01K	0.00%
SALEM INVESTMENT COUNSELORS INC	1.98K	Mar 31, 26	+1.98K	0.00%
Farther Finance Advisors, LLC	1.97K	Mar 31, 26	+223	0.00%
MAI Capital Management	1.80K	Mar 31, 26	+881	0.00%
Provenance Wealth Advisors, LLC	1.69K	Mar 31, 26	--	0.00%
Kilter Group LLC	1.60K	Mar 31, 26	+1.60K	0.00%
Parallel Advisors, LLC	1.45K	Mar 31, 26	-427	0.00%
EASTERN BANK	1.43K	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.41K	Mar 31, 26	+121	0.00%
Gs Investments, Inc.	1.33K	Mar 31, 26	--	0.00%
ASSETMARK, INC	1.32K	Mar 31, 26	+777	0.00%
Vermillion Wealth Management, Inc.	1.11K	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	1.10K	Mar 31, 26	+1.10K	0.00%
Center for Financial Planning, Inc.	1.00K	Mar 31, 26	--	0.00%
HALLMARK CAPITAL MANAGEMENT INC	1.00K	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.00K	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	909	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	873	Mar 31, 26	--	0.00%
Darwin Wealth Management, LLC	848	Mar 31, 26	--	0.00%
WPG Advisers, LLC	846	Mar 31, 26	-125	0.00%
Key FInancial Inc	772	Mar 31, 26	--	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	768	Mar 31, 26	--	0.00%
Capital Advisors, Ltd. LLC	711	Mar 31, 26	+11	0.00%
MCF Advisors LLC	646	Mar 31, 26	--	0.00%
Community Financial Services Group, LLC	585	Mar 31, 26	+585	0.00%
Salomon & Ludwin, LLC	548	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	536	Mar 31, 26	+38	0.00%
Quent Capital, LLC	518	Mar 31, 26	--	0.00%
Crews Bank & Trust	419	Mar 31, 26	--	0.00%
Spire Wealth Management	408	Mar 31, 26	--	0.00%
Independence Bank of Kentucky	333	Mar 31, 26	+333	0.00%
Glen Eagle Advisors, LLC	300	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	276	Mar 31, 26	+276	0.00%
SMH CAPITAL ADVISORS INC	244	Mar 31, 26	-8.81K	0.00%
Pinnacle Bancorp, Inc.	241	Mar 31, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	200	Mar 31, 26	-180	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	200	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	187	Mar 31, 26	+187	0.00%
TSFG, LLC	183	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	100	Mar 31, 26	+100	0.00%
BlackRock, Inc.	84	Mar 31, 26	+84	0.00%
BARRETT & COMPANY, INC.	67	Mar 31, 26	+1	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-5.85K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-54.73K	--
NWF Advisory Services Inc.	--	Mar 31, 26	-7.50K	--
Larson Financial Group LLC	--	Mar 31, 26	-490	--
B. Riley Wealth Advisors, Inc.	--	Mar 31, 26	-7.36K	--
Huntleigh Advisors, Inc.	--	Mar 31, 26	-7.21K	--
Cedar Wealth Management, LLC	--	Mar 31, 26	-336	--
BRYN MAWR TRUST Co	--	Mar 31, 26	-1.80K	--
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-8.51K	--
Verition Fund Management LLC	--	Mar 31, 26	-133.43K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-1.24K	--
COOPER/HAIMS ADVISORS, LLC	--	Mar 31, 26	-14.78K	--
Brookstone Capital Management	--	Mar 31, 26	-7.71K	--
CAPTRUST FINANCIAL ADVISORS	--	Mar 31, 26	-7.26K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-8.12K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-150	--
MORGAN STANLEY	8.32M	Dec 31, 25	-44.62K	9.51%
Karpus Management, Inc.	1.65M	Dec 31, 25	-94.58K	1.89%
RAYMOND JAMES FINANCIAL INC	1.37M	Dec 31, 25	+30.41K	1.57%
GABELLI & Co INVESTMENT ADVISERS, INC.	626.00K	Dec 31, 25	--	0.72%
BANK OF AMERICA CORP /DE/	531.48K	Dec 31, 25	-4.44K	0.61%
CAPSTONE INVESTMENT ADVISORS, LLC	262.24K	Dec 31, 25	--	0.30%
Rockefeller Capital Management L.P.	136.66K	Dec 31, 25	-30.65K	0.16%
Verition Fund Management LLC	133.43K	Dec 31, 25	--	0.15%
WILEY BROS.-AINTREE CAPITAL, LLC	130.67K	Dec 31, 25	+72.98K	0.15%
1607 Capital Partners, LLC	84.56K	Dec 31, 25	-7.49K	0.10%
COMERICA BANK	64.59K	Dec 31, 25	+4.01K	0.07%
Colony Group, LLC	54.01K	Dec 31, 25	+18.82K	0.06%
GUGGENHEIM CAPITAL LLC	51.79K	Dec 31, 25	-1.87K	0.06%
NewEdge Advisors, LLC	31.41K	Dec 31, 25	-4	0.04%
EXCEL SECURITIES & ASSOCIATES, INC.	28.20K	Dec 31, 25	+150	0.03%
Kanen Wealth Management LLC	19.50K	Dec 31, 25	+19.50K	0.02%
Institute for Wealth Management, LLC.	19.14K	Dec 31, 25	-186	0.02%
Allworth Financial LP	16.32K	Dec 31, 25	-761	0.02%
Atomi Financial Group, Inc.	15.76K	Dec 31, 25	+723	0.02%
GAMCO INVESTORS, INC. ET AL	15.00K	Dec 31, 25	+5.00K	0.02%
CSS LLC/IL	14.61K	Dec 31, 25	-5.49K	0.02%
AQR CAPITAL MANAGEMENT LLC	13.44K	Dec 31, 25	+1.70K	0.02%
Mariner, LLC	13.16K	Dec 31, 25	-291	0.02%
Baird Financial Group, Inc.	11.30K	Dec 31, 25	-500	0.01%
Cresset Asset Management, LLC	10.80K	Dec 31, 25	+25	0.01%
AMERIPRISE FINANCIAL INC	8.51K	Dec 31, 25	+8.51K	0.01%
MGB Wealth Management, LLC	8.35K	Dec 31, 25	--	0.01%
SageView Advisory Group, LLC	8.14K	Dec 31, 25	-1.45K	0.01%
Gladstone Institutional Advisory LLC	8.02K	Dec 31, 25	+29	0.01%
CAPTRUST FINANCIAL ADVISORS	7.26K	Dec 31, 25	+7.26K	0.01%
CWM, LLC	6.39K	Dec 31, 25	+1.07K	0.01%
Global Retirement Partners, LLC	5.63K	Dec 31, 25	+5.17K	0.01%
SRS Capital Advisors, Inc.	5.01K	Dec 31, 25	-4.00K	0.01%
SOA Wealth Advisors, LLC.	2.67K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	1.41K	Dec 31, 25	+22	0.00%
McIlrath & Eck, LLC	1.19K	Dec 31, 25	--	0.00%
Federation des caisses Desjardins du Quebec	1.00K	Dec 31, 25	--	0.00%
MAI Capital Management	920	Dec 31, 25	+830	0.00%
Cape Investment Advisory, Inc.	150	Dec 31, 25	+150	0.00%
Motiv8 Investments LLC	90	Dec 31, 25	+90	0.00%
US BANCORP \DE\	--	Dec 31, 25	-1.60K	--
JONES FINANCIAL COMPANIES LLLP	--	Dec 31, 25	-38	--
Advisory Services Network, LLC	--	Dec 31, 25	-3.56K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-3.21K	--
MISSION WEALTH MANAGEMENT, LP	--	Dec 31, 25	-11.50K	--
TRUST CO OF VERMONT	--	Dec 31, 25	-500	--
WETHERBY ASSET MANAGEMENT INC	--	Sep 30, 25	-7.74K	--
AVANTAX ADVISORY SERVICES, INC.	16.78K	Jun 30, 25	-567	0.02%
Cutter & CO Brokerage, Inc.	21.91K	Mar 31, 25	+243	0.03%
WINTRUST INVESTMENTS LLC	1.09K	Dec 31, 24	-841	0.00%
AlphaMark Advisors, LLC	100	Dec 31, 24	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-396	--
RAYMOND JAMES & ASSOCIATES	684.81K	Sep 30, 24	-10.11K	0.78%
Raymond James Financial Services Advisors, Inc.	582.04K	Sep 30, 24	+4.52K	0.67%
RAYMOND JAMES TRUST N.A.	31.15K	Sep 30, 24	--	0.04%
9258 Wealth Management, LLC	26.96K	Sep 30, 24	-240	0.03%
M&R CAPITAL MANAGEMENT INC	300	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	--	Sep 30, 24	-657	--
BENJAMIN F. EDWARDS & COMPANY, INC.	2.10K	Jun 30, 24	--	0.00%
Cetera Advisors LLC	72.42K	Mar 31, 24	+72.42K	0.08%
Cetera Advisor Networks LLC	30.79K	Mar 31, 24	+2.23K	0.04%
Connectus Wealth, LLC	10.00K	Mar 31, 24	--	0.01%
Highlander Capital Management, LLC	150	Mar 31, 24	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	16.48K	Sep 30, 23	-1.23K	0.02%
Column Capital Advisors, LLC	1.45K	Sep 30, 23	--	0.00%
Ahrens Investment Partners LLC	2.05K	Mar 31, 23	+2.05K	0.00%
BOENNING & SCATTERGOOD, INC.	31.31K	Dec 31, 22	-1.28K	0.04%
FourThought Financial, LLC	8.36K	Sep 30, 22	-1.15K	0.01%
B. Riley Wealth Management, Inc.	10.01K	Jun 30, 22	+10.01K	0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	206.13K	Mar 31, 22	+206.13K	0.24%
Barrett Asset Management, LLC	--	Mar 31, 22	-4.56K	--
NEXT Financial Group, Inc	10.81K	Dec 31, 21	+3.24K	0.01%
Biltmore Capital Advisors LLC	9.00K	Dec 31, 21	+9.00K	0.01%
Carroll Financial Associates, Inc.	129	Dec 31, 21	--	0.00%
REILLY FINANCIAL ADVISORS, LLC	--	Dec 31, 21	-1.96K	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	8.29K	Sep 30, 21	+8.29K	0.01%
ROWLAND CARMICHAEL ADVISORS INC /ADV	35.72K	Dec 31, 20	+35.72K	0.04%
Reby Advisors, LLC	1.58K	Dec 31, 20	+1.58K	0.00%
First Allied Advisory Services, Inc.	--	Sep 30, 20	-10.96K	--
Jolley Asset Management, LLC	91.22K	Mar 31, 20	+300	0.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.	106.30K	Dec 31, 19	+35.52K	0.12%
Advisor Group, Inc.	55.37K	Dec 31, 19	-852	0.06%
BB&T SECURITIES, LLC	15.86K	Sep 30, 19	+1.92K	0.02%
SUNTRUST BANKS INC	13.35K	Sep 30, 19	+158	0.02%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	1.75K	Sep 30, 19	--	0.00%
Bellwether Investment Group, LLC	33.06K	Dec 31, 17	--	0.04%
CROFT-LEOMINSTER INC	9.50K	Dec 31, 17	-2.80K	0.01%
Jacobus Wealth Management, Inc.	167.43K	Sep 30, 17	+356	0.19%
Commonwealth Equity Services, Inc	36.63K	Jun 30, 17	-1.56K	0.04%
WFG Advisors, LP	7	Jun 30, 17	--	0.00%
BlackRock Investment Management, LLC	5.57K	Dec 31, 16	+5.57K	0.01%
MSI Financial Services Inc	5.38K	Dec 31, 16	+2.23K	0.01%
INTEGRATED WEALTH COUNSEL, LLC	433	Dec 31, 16	--	0.00%
WESTPORT RESOURCES MANAGEMENT INC	39.41K	Sep 30, 16	-70	0.05%
VSR Financial Services, Inc.	44.68K	Jun 30, 16	-4.47K	0.05%
SMITH HAYES Advisers, Inc	12.91K	Dec 31, 15	--	0.01%
Pinnacle Summer Investments, Inc.	224	Dec 31, 15	+224	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-16	--
COHEN & STEERS CAPITAL MANAGEMENT INC	1.02M	Mar 31, 15	+1.02M	1.17%
BAIRD ROBERT W & CO INC /WI/	33.83K	Mar 31, 15	+88	0.04%
NEW ENGLAND SECURITIES CORP /MA/	830	Dec 31, 14	--	0.00%
UBS AG	324.01K	Sep 30, 14	+41.58K	0.37%
OTA LLC	23.73K	Jun 30, 14	+23.73K	0.03%
Jane Street Holding, LLC	19.45K	Dec 31, 13	+19.45K	0.02%
STIFEL NICOLAUS & CO INC \MO\	43.24K	Sep 30, 13	+2.30K	0.05%
First Allied Securities, Inc.	133.85K	Jun 30, 12	-500	0.15%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	269.50K	Jun 30, 10	-99.75K	0.31%
Full Value Advisors, LLC	11.57K	Sep 30, 09	+11.57K	0.01%
RBC Private Counsel (USA) Inc.	2.00K	Sep 30, 09	--	0.00%
RBC Dominion Securities Inc.	1.60K	Dec 31, 08	+1.60K	0.00%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST	531.30K	Jun 30, 08	--	0.61%

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Holder

Date

Change

% Held

MORGAN STANLEY

8.10M

Mar 31, 26

-224.37K

9.26%

Saba Capital Management, L.P.

5.11M

Mar 31, 26

-644.80K

5.84%

Karpus Management, Inc.

1.50M

Mar 31, 26

-151.82K

1.71%

WELLS FARGO & COMPANY/MN

1.35M

Mar 31, 26

+37.81K

1.55%

RAYMOND JAMES FINANCIAL INC

1.35M

Mar 31, 26

-24.95K

1.54%

Allspring Global Investments Holdings, LLC

742.80K

Mar 31, 26

+55.55K

0.85%

Advisors Asset Management, Inc.

667.88K

Mar 31, 26

+102.39K

0.76%

SIT INVESTMENT ASSOCIATES INC

638.80K

Mar 31, 26

+167.65K

0.73%

GABELLI & Co INVESTMENT ADVISERS, INC.

626.00K

Mar 31, 26

0.72%

LPL Financial LLC

577.57K

Mar 31, 26

+23.01K

0.66%

ROYAL BANK OF CANADA

534.57K

Mar 31, 26

-99

0.61%

Steward Partners Investment Advisory, LLC

358.69K

Mar 31, 26

+57.92K

0.41%

COHEN & STEERS, INC.

354.89K

Mar 31, 26

+17.00K

0.41%

Bulldog Investors, LLP

299.89K

Mar 31, 26

-695

0.34%

STIFEL FINANCIAL CORP

275.77K

Mar 31, 26

+13.96K

0.32%

CAPSTONE INVESTMENT ADVISORS, LLC

262.24K

Mar 31, 26

0.30%

Private Advisor Group, LLC

195.41K

Mar 31, 26

+2.05K

0.22%

OPPENHEIMER & CO INC

164.87K

Mar 31, 26

-551

0.19%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

159.03K

Mar 31, 26

+9.72K

0.18%

WILEY BROS.-AINTREE CAPITAL, LLC

151.31K

Mar 31, 26

+20.65K

0.17%

Rockefeller Capital Management L.P.

135.96K

Mar 31, 26

-700

0.16%

FIRST TRUST ADVISORS LP

129.21K

Mar 31, 26

+5.22K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

128.44K

Mar 31, 26

-41.38K

0.15%

UBS Group AG

122.49K

Mar 31, 26

-5.46K

0.14%

Hennion & Walsh Asset Management, Inc.

114.97K

Mar 31, 26

+12.92K

0.13%

Kestra Advisory Services, LLC

114.96K

Mar 31, 26

+48.13K

0.13%

Cambridge Investment Research Advisors, Inc.

114.62K

Mar 31, 26

-20.93K

0.13%

MSH Capital Advisors LLC

100.57K

Mar 31, 26

+1.09K

0.12%

Private Wealth Partners, LLC

94.86K

Mar 31, 26

+750

0.11%

Live Oak Private Wealth LLC

91.22K

Mar 31, 26

0.10%

SILVERLAKE WEALTH MANAGEMENT LLC

86.09K

Mar 31, 26

+2.01K

0.10%

Prospera Financial Services Inc

81.91K

Mar 31, 26

+10.62K

0.09%

Integrated Wealth Concepts LLC

69.13K

Mar 31, 26

+258

0.08%

FIFTH THIRD BANCORP

65.56K

Mar 31, 26

+64.56K

0.07%

Cetera Investment Advisers

64.80K

Mar 31, 26

+6.17K

0.07%

Summit Financial, LLC

62.35K

Mar 31, 26

+580

0.07%

GUGGENHEIM CAPITAL LLC

55.20K

Mar 31, 26

+3.41K

0.06%

ADVISOR GROUP HOLDINGS, INC.

54.80K

Mar 31, 26

+1.36K

0.06%

Shaker Financial Services, LLC

53.86K

Mar 31, 26

-19.93K

0.06%

Thomas J. Herzfeld Advisors, Inc.

51.28K

Mar 31, 26

-16.81K

0.06%

Sanctuary Advisors, LLC

47.32K

Mar 31, 26

-1.74K

0.05%

Creative Planning

46.01K

Mar 31, 26

+9.59K

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

44.93K

Mar 31, 26

+12.74K

0.05%

KENNEDY INVESTMENT GROUP

41.28K

Mar 31, 26

+108

0.05%

180 WEALTH ADVISORS, LLC

39.54K

Mar 31, 26

-2.34K

0.05%

Dakota Wealth Management

37.22K

Mar 31, 26

-749

0.04%

D.A. DAVIDSON & CO.

34.21K

Mar 31, 26

-800

0.04%

GAMCO INVESTORS, INC. ET AL

34.00K

Mar 31, 26

+19.00K

0.04%

Stolper Co

33.85K

Mar 31, 26

-7.85K

0.04%

North Star Investment Management Corp.

33.48K

Mar 31, 26

+148

0.04%

STEPHENS INC /AR/

31.87K

Mar 31, 26

-1.39K

0.04%

Colony Group, LLC

31.13K

Mar 31, 26

-22.87K

0.04%

HighTower Advisors, LLC

30.94K

Mar 31, 26

-27.72K

0.04%

Mount Yale Investment Advisors, LLC

29.47K

Mar 31, 26

0.03%

Vestmark Advisory Solutions, Inc.

29.47K

Mar 31, 26

-1

0.03%

ENVESTNET ASSET MANAGEMENT INC

27.11K

Mar 31, 26

+5.58K

0.03%

1607 Capital Partners, LLC

26.82K

Mar 31, 26

-57.74K

0.03%

Gilliland Jeter Wealth Management LLC

26.26K

Mar 31, 26

+301

0.03%

Waverly Advisors, LLC

25.11K

Mar 31, 26

-1.93K

0.03%

Maltin Wealth Management, Inc.

23.30K

Mar 31, 26

-256

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

22.59K

Mar 31, 26

-5.38K

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

20.62K

Mar 31, 26

+1.50K

0.02%

DAVENPORT & Co LLC

20.51K

Mar 31, 26

0.02%

Sigma Planning Corp

19.36K

Mar 31, 26

-933

0.02%

Institute for Wealth Management, LLC.

18.05K

Mar 31, 26

-1.09K

0.02%

Quantedge Capital Pte Ltd

17.54K

Mar 31, 26

-9.00K

0.02%

GABLES CAPITAL MANAGEMENT INC.

17.20K

Mar 31, 26

+500

0.02%

CULLEN/FROST BANKERS, INC.

16.65K

Mar 31, 26

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

16.48K

Mar 31, 26

+2.54K

0.02%

Grandview Asset Management LLC

16.30K

Mar 31, 26

0.02%

Allworth Financial LP

16.20K

Mar 31, 26

-123

0.02%

Atomi Financial Group, Inc.

16.17K

Mar 31, 26

+406

0.02%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

16.03K

Mar 31, 26

-970

0.02%

TRUIST FINANCIAL CORP

15.29K

Mar 31, 26

+57

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

15.01K

Mar 31, 26

+1.50K

0.02%

IFP Advisors, Inc

14.42K

Mar 31, 26

+2.81K

0.02%

Mariner, LLC

14.24K

Mar 31, 26

+1.08K

0.02%

WEDBUSH SECURITIES INC

13.89K

Mar 31, 26

+264

0.02%

Morton Capital Management LLC/CA

13.69K

Mar 31, 26

-5

0.02%

Equitable Holdings, Inc.

13.43K

Mar 31, 26

+13.43K

0.02%

Aurora Private Wealth, Inc.

13.14K

Mar 31, 26

0.02%

Sargent Investment Group, LLC

12.00K

Mar 31, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

11.77K

Mar 31, 26

-1.66K

0.01%

VISTA INVESTMENT PARTNERS II, LLC

11.59K

Mar 31, 26

0.01%

Wealthspire Advisors, LLC

11.11K

Mar 31, 26

0.01%

Baird Financial Group, Inc.

11.10K

Mar 31, 26

-200

0.01%

Abel Hall, LLC

10.56K

Mar 31, 26

0.01%

OAK HARBOR WEALTH PARTNERS, LLC

10.30K

Mar 31, 26

0.01%

MRA Advisory Group

10.14K

Mar 31, 26

+63

0.01%

XTX Topco Ltd

9.89K

Mar 31, 26

+9.89K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

9.85K

Mar 31, 26

-4.55K

0.01%

Activest Wealth Management

9.78K

Mar 31, 26

+1.17K

0.01%

MML INVESTORS SERVICES, LLC

9.61K

Mar 31, 26

-241

0.01%

Quad-Cities Investment Group, LLC

9.57K

Mar 31, 26

-82

0.01%

Private Wealth Advisors, LLC

9.43K

Mar 31, 26

-243

0.01%

Waterfront Wealth Inc.

9.41K

Mar 31, 26

0.01%

Cresset Asset Management, LLC

9.16K

Mar 31, 26

-1.64K

0.01%

Concurrent Investment Advisors, LLC

9.13K

Mar 31, 26

+9.13K

0.01%

Centurion Wealth Management LLC

9.12K

Mar 31, 26

0.01%

Horizon Wealth Management, LLC

9.10K

Mar 31, 26

+86

0.01%

COMMERCE BANK

9.10K

Mar 31, 26

0.01%

Pinnacle Wealth Planning Services, Inc.

8.86K

Mar 31, 26

-873

0.01%

Echo45 Advisors LLC

8.71K

Mar 31, 26

0.01%

SMITH, MOORE & CO.

8.47K

Mar 31, 26

0.01%

Constitution Capital LLC

8.30K

Mar 31, 26

0.01%

Independent Advisor Alliance

8.18K

Mar 31, 26

+8.18K

0.01%

Gladstone Institutional Advisory LLC

8.05K

Mar 31, 26

+32

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.05K

Mar 31, 26

+8.05K

0.01%

StoneX Group Inc.

8.04K

Mar 31, 26

-34

0.01%

MATRIX PRIVATE CAPITAL GROUP LLC

7.83K

Mar 31, 26

+7.83K

0.01%

CSS LLC/IL

7.72K

Mar 31, 26

-6.89K

0.01%

Thrive Wealth Management, LLC

7.50K

Mar 31, 26

0.01%

Kingsview Wealth Management, LLC

7.49K

Mar 31, 26

-200

0.01%

Ancora Advisors, LLC

6.43K

Mar 31, 26

+100

0.01%

Oakworth Capital, Inc.

6.07K

Mar 31, 26

0.01%

SRS Capital Advisors, Inc.

6.00K

Mar 31, 26

+990

0.01%

Atlantic Union Bankshares Corp

4.80K

Mar 31, 26

0.01%

CWM, LLC

4.75K

Mar 31, 26

-1.64K

0.01%

Bogart Wealth, LLC

4.18K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

4.13K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

3.78K

Mar 31, 26

0.00%

Advisory Services Network, LLC

3.56K

Mar 31, 26

+3.56K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

3.35K

Mar 31, 26

+3.35K

0.00%

Sound Income Strategies, LLC

2.77K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

2.14K

Mar 31, 26

+2.14K

0.00%

WOLVERINE ASSET MANAGEMENT LLC

2.01K

Mar 31, 26

+2.01K

0.00%

SALEM INVESTMENT COUNSELORS INC

1.98K

Mar 31, 26

+1.98K

0.00%

Farther Finance Advisors, LLC

1.97K

Mar 31, 26

+223

0.00%

MAI Capital Management

1.80K

Mar 31, 26

+881

0.00%

Provenance Wealth Advisors, LLC

1.69K

Mar 31, 26

0.00%

Kilter Group LLC

1.60K

Mar 31, 26

+1.60K

0.00%

Parallel Advisors, LLC

1.45K

Mar 31, 26

-427

0.00%

EASTERN BANK

1.43K

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

1.41K

Mar 31, 26

+121

0.00%

Gs Investments, Inc.

1.33K

Mar 31, 26

0.00%

ASSETMARK, INC

1.32K

Mar 31, 26

+777

0.00%

Vermillion Wealth Management, Inc.

1.11K

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

1.10K

Mar 31, 26

+1.10K

0.00%

Center for Financial Planning, Inc.

1.00K

Mar 31, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

1.00K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

1.00K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

909

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

873

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

848

Mar 31, 26

0.00%

WPG Advisers, LLC

846

Mar 31, 26

-125

0.00%

Key FInancial Inc

772

Mar 31, 26

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

768

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

711

Mar 31, 26

+11

0.00%

MCF Advisors LLC

646

Mar 31, 26

0.00%

Community Financial Services Group, LLC

585

Mar 31, 26

+585

0.00%

Salomon & Ludwin, LLC

548

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

536

Mar 31, 26

+38

0.00%

Quent Capital, LLC

518

Mar 31, 26

0.00%

Crews Bank & Trust

419

Mar 31, 26

0.00%

Spire Wealth Management

408

Mar 31, 26

0.00%

Independence Bank of Kentucky

333

Mar 31, 26

+333

0.00%

Glen Eagle Advisors, LLC

300

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

276

Mar 31, 26

+276

0.00%

SMH CAPITAL ADVISORS INC

244

Mar 31, 26

-8.81K

0.00%

Pinnacle Bancorp, Inc.

241

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

200

Mar 31, 26

-180

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

200

Mar 31, 26

0.00%

Root Financial Partners, LLC

187

Mar 31, 26

+187

0.00%

TSFG, LLC

183

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

100

Mar 31, 26

+100

0.00%

BlackRock, Inc.

Mar 31, 26

+84

0.00%

BARRETT & COMPANY, INC.

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-5.85K

Janney Montgomery Scott LLC

Mar 31, 26

-54.73K

NWF Advisory Services Inc.

Mar 31, 26

-7.50K

Larson Financial Group LLC

Mar 31, 26

-490

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-7.36K

Huntleigh Advisors, Inc.

Mar 31, 26

-7.21K

Cedar Wealth Management, LLC

Mar 31, 26

-336

BRYN MAWR TRUST Co

Mar 31, 26

-1.80K

AMERIPRISE FINANCIAL INC

Mar 31, 26

-8.51K

Verition Fund Management LLC

Mar 31, 26

-133.43K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-1.24K

COOPER/HAIMS ADVISORS, LLC

Mar 31, 26

-14.78K

Brookstone Capital Management

Mar 31, 26

-7.71K

CAPTRUST FINANCIAL ADVISORS

Mar 31, 26

-7.26K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-8.12K

Cape Investment Advisory, Inc.

Mar 31, 26

-150

MORGAN STANLEY

8.32M

Dec 31, 25

-44.62K

9.51%

Karpus Management, Inc.

1.65M

Dec 31, 25

-94.58K

1.89%

RAYMOND JAMES FINANCIAL INC

1.37M

Dec 31, 25

+30.41K

1.57%

GABELLI & Co INVESTMENT ADVISERS, INC.

626.00K

Dec 31, 25

0.72%

BANK OF AMERICA CORP /DE/

531.48K

Dec 31, 25

-4.44K

0.61%

CAPSTONE INVESTMENT ADVISORS, LLC

262.24K

Dec 31, 25

0.30%

Rockefeller Capital Management L.P.

136.66K

Dec 31, 25

-30.65K

0.16%

Verition Fund Management LLC

133.43K

Dec 31, 25

0.15%

WILEY BROS.-AINTREE CAPITAL, LLC

130.67K

Dec 31, 25

+72.98K

0.15%

1607 Capital Partners, LLC

84.56K

Dec 31, 25

-7.49K

0.10%

COMERICA BANK

64.59K

Dec 31, 25

+4.01K

0.07%

Colony Group, LLC

54.01K

Dec 31, 25

+18.82K

0.06%

GUGGENHEIM CAPITAL LLC

51.79K

Dec 31, 25

-1.87K

0.06%

NewEdge Advisors, LLC

31.41K

Dec 31, 25

-4

0.04%

EXCEL SECURITIES & ASSOCIATES, INC.

28.20K

Dec 31, 25

+150

0.03%

Kanen Wealth Management LLC

19.50K

Dec 31, 25

+19.50K

0.02%

Institute for Wealth Management, LLC.

19.14K

Dec 31, 25

-186

0.02%

Allworth Financial LP

16.32K

Dec 31, 25

-761

0.02%

Atomi Financial Group, Inc.

15.76K

Dec 31, 25

+723

0.02%

GAMCO INVESTORS, INC. ET AL

15.00K

Dec 31, 25

+5.00K

0.02%

CSS LLC/IL

14.61K

Dec 31, 25

-5.49K

0.02%

AQR CAPITAL MANAGEMENT LLC

13.44K

Dec 31, 25

+1.70K

0.02%

Mariner, LLC

13.16K

Dec 31, 25

-291

0.02%

Baird Financial Group, Inc.

11.30K

Dec 31, 25

-500

0.01%

Cresset Asset Management, LLC

10.80K

Dec 31, 25

+25

0.01%

AMERIPRISE FINANCIAL INC

8.51K

Dec 31, 25

+8.51K

0.01%

MGB Wealth Management, LLC

8.35K

Dec 31, 25

0.01%

SageView Advisory Group, LLC

8.14K

Dec 31, 25

-1.45K

0.01%

Gladstone Institutional Advisory LLC

8.02K

Dec 31, 25

+29

0.01%

CAPTRUST FINANCIAL ADVISORS

7.26K

Dec 31, 25

+7.26K

0.01%

CWM, LLC

6.39K

Dec 31, 25

+1.07K

0.01%

Global Retirement Partners, LLC

5.63K

Dec 31, 25

+5.17K

0.01%

SRS Capital Advisors, Inc.

5.01K

Dec 31, 25

-4.00K

0.01%

SOA Wealth Advisors, LLC.

2.67K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

1.41K

Dec 31, 25

+22

0.00%

McIlrath & Eck, LLC

1.19K

Dec 31, 25

0.00%

Federation des caisses Desjardins du Quebec

1.00K

Dec 31, 25

0.00%

MAI Capital Management

920

Dec 31, 25

+830

0.00%

Cape Investment Advisory, Inc.

150

Dec 31, 25

+150

0.00%

Motiv8 Investments LLC

Dec 31, 25

+90

0.00%

US BANCORP \DE\

Dec 31, 25

-1.60K

JONES FINANCIAL COMPANIES LLLP

Dec 31, 25

-38

Advisory Services Network, LLC

Dec 31, 25

-3.56K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-3.21K

MISSION WEALTH MANAGEMENT, LP

Dec 31, 25

-11.50K

TRUST CO OF VERMONT

Dec 31, 25

-500

WETHERBY ASSET MANAGEMENT INC

Sep 30, 25

-7.74K

AVANTAX ADVISORY SERVICES, INC.

16.78K

Jun 30, 25

-567

0.02%

Cutter & CO Brokerage, Inc.

21.91K

Mar 31, 25

+243

0.03%

WINTRUST INVESTMENTS LLC

1.09K

Dec 31, 24

-841

0.00%

AlphaMark Advisors, LLC

100

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-396

RAYMOND JAMES & ASSOCIATES

684.81K

Sep 30, 24

-10.11K

0.78%

Raymond James Financial Services Advisors, Inc.

582.04K

Sep 30, 24

+4.52K

0.67%

RAYMOND JAMES TRUST N.A.

31.15K

Sep 30, 24

0.04%

9258 Wealth Management, LLC

26.96K

Sep 30, 24

-240

0.03%

M&R CAPITAL MANAGEMENT INC

300

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

Sep 30, 24

-657

BENJAMIN F. EDWARDS & COMPANY, INC.

2.10K

Jun 30, 24

0.00%

Cetera Advisors LLC

72.42K

Mar 31, 24

+72.42K

0.08%

Cetera Advisor Networks LLC

30.79K

Mar 31, 24

+2.23K

0.04%

Connectus Wealth, LLC

10.00K

Mar 31, 24

0.01%

Highlander Capital Management, LLC

150

Mar 31, 24

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

16.48K

Sep 30, 23

-1.23K

0.02%

Column Capital Advisors, LLC

1.45K

Sep 30, 23

0.00%

Ahrens Investment Partners LLC

2.05K

Mar 31, 23

+2.05K

0.00%

BOENNING & SCATTERGOOD, INC.

31.31K

Dec 31, 22

-1.28K

0.04%

FourThought Financial, LLC

8.36K

Sep 30, 22

-1.15K

0.01%

B. Riley Wealth Management, Inc.

10.01K

Jun 30, 22

+10.01K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

206.13K

Mar 31, 22

+206.13K

0.24%

Barrett Asset Management, LLC

Mar 31, 22

-4.56K

NEXT Financial Group, Inc

10.81K

Dec 31, 21

+3.24K

0.01%

Biltmore Capital Advisors LLC

9.00K

Dec 31, 21

+9.00K

0.01%

Carroll Financial Associates, Inc.

129

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-1.96K

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

8.29K

Sep 30, 21

+8.29K

0.01%

ROWLAND CARMICHAEL ADVISORS INC /ADV

35.72K

Dec 31, 20

+35.72K

0.04%

Reby Advisors, LLC

1.58K

Dec 31, 20

+1.58K

0.00%

First Allied Advisory Services, Inc.

Sep 30, 20

-10.96K

Jolley Asset Management, LLC

91.22K

Mar 31, 20

+300

0.10%

LADENBURG THALMANN FINANCIAL SERVICES INC.

106.30K

Dec 31, 19

+35.52K

0.12%

Advisor Group, Inc.

55.37K

Dec 31, 19

-852

0.06%

BB&T SECURITIES, LLC

15.86K

Sep 30, 19

+1.92K

0.02%

SUNTRUST BANKS INC

13.35K

Sep 30, 19

+158

0.02%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

1.75K

Sep 30, 19

0.00%

Bellwether Investment Group, LLC

33.06K

Dec 31, 17

0.04%

CROFT-LEOMINSTER INC

9.50K

Dec 31, 17

-2.80K

0.01%

Jacobus Wealth Management, Inc.

167.43K

Sep 30, 17

+356

0.19%

Commonwealth Equity Services, Inc

36.63K

Jun 30, 17

-1.56K

0.04%

WFG Advisors, LP

Jun 30, 17

0.00%

BlackRock Investment Management, LLC

5.57K

Dec 31, 16

+5.57K

0.01%

MSI Financial Services Inc

5.38K

Dec 31, 16

+2.23K

0.01%

INTEGRATED WEALTH COUNSEL, LLC

433

Dec 31, 16

0.00%

WESTPORT RESOURCES MANAGEMENT INC

39.41K

Sep 30, 16

-70

0.05%

VSR Financial Services, Inc.

44.68K

Jun 30, 16

-4.47K

0.05%

SMITH HAYES Advisers, Inc

12.91K

Dec 31, 15

0.01%

Pinnacle Summer Investments, Inc.

224

Dec 31, 15

+224

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-16

COHEN & STEERS CAPITAL MANAGEMENT INC

1.02M

Mar 31, 15

+1.02M

1.17%

BAIRD ROBERT W & CO INC /WI/

33.83K

Mar 31, 15

+88

0.04%

NEW ENGLAND SECURITIES CORP /MA/

830

Dec 31, 14

0.00%

UBS AG

324.01K

Sep 30, 14

+41.58K

0.37%

OTA LLC

23.73K

Jun 30, 14

+23.73K

0.03%

Jane Street Holding, LLC

19.45K

Dec 31, 13

+19.45K

0.02%

STIFEL NICOLAUS & CO INC \MO\

43.24K

Sep 30, 13

+2.30K

0.05%

First Allied Securities, Inc.

133.85K

Jun 30, 12

-500

0.15%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

269.50K

Jun 30, 10

-99.75K

0.31%

Full Value Advisors, LLC

11.57K

Sep 30, 09

+11.57K

0.01%

RBC Private Counsel (USA) Inc.

2.00K

Sep 30, 09

0.00%

RBC Dominion Securities Inc.

1.60K

Dec 31, 08

+1.60K

0.00%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

531.30K

Jun 30, 08

0.61%