GDV(GDV)
GDV
Institutional Ownership
Top 264 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% |
| BANK OF AMERICA CORP /DE/ | 506.84K | Mar 31, 26 | -24.64K | 0.58% |
| 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% |
| NewEdge Advisors, LLC | 32.16K | Mar 31, 26 | +751 | 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% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 28.20K | Mar 31, 26 | -- | 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% |
| Kanen Wealth Management LLC | 26.80K | Mar 31, 26 | +7.30K | 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% |
| Western Wealth Management, LLC | 3.21K | Mar 31, 26 | +3.21K | 0.00% |
| Sound Income Strategies, LLC | 2.77K | Mar 31, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 2.67K | 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% |
| McIlrath & Eck, LLC | 1.19K | Mar 31, 26 | -- | 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% |
| HALLMARK CAPITAL MANAGEMENT INC | 1.00K | Mar 31, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 1.00K | Mar 31, 26 | -- | 0.00% |
| Center for Financial Planning, Inc. | 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% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 200 | Mar 31, 26 | -- | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 200 | Mar 31, 26 | -180 | 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% |
| COOPER/HAIMS ADVISORS, LLC | -- | Mar 31, 26 | -14.78K | -- |
| BRYN MAWR TRUST Co | -- | Mar 31, 26 | -1.80K | -- |
| Cedar Wealth Management, LLC | -- | Mar 31, 26 | -336 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Mar 31, 26 | -1.24K | -- |
| AMERIPRISE FINANCIAL INC | -- | Mar 31, 26 | -8.51K | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -150 | -- |
| Larson Financial Group LLC | -- | Mar 31, 26 | -490 | -- |
| NWF Advisory Services Inc. | -- | Mar 31, 26 | -7.50K | -- |
| Janney Montgomery Scott LLC | -- | Mar 31, 26 | -54.73K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -5.85K | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -8.12K | -- |
| CAPTRUST FINANCIAL ADVISORS | -- | Mar 31, 26 | -7.26K | -- |
| Brookstone Capital Management | -- | Mar 31, 26 | -7.71K | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -133.43K | -- |
| Huntleigh Advisors, Inc. | -- | Mar 31, 26 | -7.21K | -- |
| B. Riley Wealth Advisors, Inc. | -- | Mar 31, 26 | -7.36K | -- |
| COMERICA BANK | 64.59K | Dec 31, 25 | +4.01K | 0.07% |
| MGB Wealth Management, LLC | 8.35K | Dec 31, 25 | -- | 0.01% |
| SageView Advisory Group, LLC | 8.14K | Dec 31, 25 | -1.45K | 0.01% |
| Global Retirement Partners, LLC | 5.63K | Dec 31, 25 | +5.17K | 0.01% |
| CIBC Private Wealth Group, LLC | 1.41K | Dec 31, 25 | +22 | 0.00% |
| Motiv8 Investments LLC | 90 | Dec 31, 25 | +90 | 0.00% |
| TRUST CO OF VERMONT | -- | Dec 31, 25 | -500 | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -3.21K | -- |
| 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% |