Horizon Technology Finance Corporation(HRZN)

$4.82—

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Horizon Technology Finance Corporation(HRZN)

NASDAQ

$4.82—

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HRZN(HRZN)

HRZN

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Institutional Ownership

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.06M	Jun 30, 26	+1.01M	2.11%
Bulldog Investors, LLP	658.62K	Jun 30, 26	+658.62K	1.32%
MARSHALL WACE, LLP	592.25K	Jun 30, 26	+420.47K	1.18%
Caprock Group, LLC	454.44K	Jun 30, 26	+454.44K	0.91%
Green Alpha Advisors, LLC	429.91K	Jun 30, 26	-160.23K	0.86%
Legal & General Group Plc	386.21K	Jun 30, 26	+57.56K	0.77%
Eagle Point Credit Management LLC	366.19K	Jun 30, 26	--	0.73%
Virtus Investment Advisers, Inc.	252.46K	Jun 30, 26	+108.49K	0.50%
BLAIR WILLIAM & CO/IL	239.07K	Jun 30, 26	+239.07K	0.48%
BANK OF AMERICA CORP /DE/	225.73K	Jun 30, 26	+164.78K	0.45%
Connecticut Wealth Management, LLC	214.51K	Jun 30, 26	+698	0.43%
UBS Group AG	195.47K	Jun 30, 26	+51.33K	0.39%
BlackRock, Inc.	180.90K	Jun 30, 26	+1.42K	0.36%
SRS Capital Advisors, Inc.	126.31K	Jun 30, 26	+126.31K	0.25%
Apollon Wealth Management, LLC	126.20K	Jun 30, 26	+126.20K	0.25%
LaFleur & Godfrey LLC	114.53K	Jun 30, 26	+114.53K	0.23%
CAZ INVESTMENTS LP	108.63K	Jun 30, 26	+108.63K	0.22%
UMB Bank, n.a.	107.47K	Jun 30, 26	+107.47K	0.21%
Colony Group, LLC	100.59K	Jun 30, 26	+100.59K	0.20%
AQR CAPITAL MANAGEMENT LLC	91.37K	Jun 30, 26	+58.35K	0.18%
JACKSON THORNTON ASSET MANAGEMENT, LLC	90.61K	Jun 30, 26	+57.59K	0.18%
CI Private Wealth, LLC	89.47K	Jun 30, 26	+89.47K	0.18%
LPL Financial LLC	81.94K	Jun 30, 26	+55.76K	0.16%
COMMONWEALTH EQUITY SERVICES, LLC	81.26K	Jun 30, 26	+81.26K	0.16%
Fiera Capital Corp	78.98K	Jun 30, 26	+78.98K	0.16%
TWO SIGMA INVESTMENTS, LP	67.49K	Jun 30, 26	-82.69K	0.13%
First Financial Bank - Trust Division	65.57K	Jun 30, 26	--	0.13%
MILLENNIUM MANAGEMENT LLC	60.67K	Jun 30, 26	-15.29K	0.12%
GREAT WEST LIFE ASSURANCE CO /CAN/	59.94K	Jun 30, 26	+3.46K	0.12%
Pathstone Holdings, LLC	54.70K	Jun 30, 26	+2.91K	0.11%
ADVISOR GROUP HOLDINGS, INC.	50.63K	Jun 30, 26	+19.91K	0.10%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	49.24K	Jun 30, 26	+4.96K	0.10%
ROYAL BANK OF CANADA	47.24K	Jun 30, 26	+26.83K	0.09%
Regal Investment Advisors LLC	43.55K	Jun 30, 26	--	0.09%
Permanent Capital Management, LP	42.16K	Jun 30, 26	+42.16K	0.08%
IMC-Chicago, LLC	40.07K	Jun 30, 26	-21.72K	0.08%
RAYMOND JAMES FINANCIAL INC	38.25K	Jun 30, 26	+24.51K	0.08%
Quantbot Technologies LP	36.33K	Jun 30, 26	+17.55K	0.07%
Cerity Partners LLC	33.74K	Jun 30, 26	+33.74K	0.07%
Ethos Financial Group, LLC	33.10K	Jun 30, 26	+33.10K	0.07%
Baird Financial Group, Inc.	31.28K	Jun 30, 26	+31.28K	0.06%
Freestone Capital Holdings, LLC	29.82K	Jun 30, 26	+29.82K	0.06%
MAGNOLIA CAPITAL ADVISORS LLC	28.85K	Jun 30, 26	+28.85K	0.06%
WELLS FARGO & COMPANY/MN	27.68K	Jun 30, 26	--	0.06%
Koshinski Asset Management, Inc.	27.28K	Jun 30, 26	+27.28K	0.05%
CAPTRUST FINANCIAL ADVISORS	26.40K	Jun 30, 26	+26.40K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	25.07K	Jun 30, 26	+25.07K	0.05%
Forum Financial Management, LP	24.76K	Jun 30, 26	+24.76K	0.05%
Stonebridge Financial Group, LLC/CA	23.56K	Jun 30, 26	+23.56K	0.05%
Private Advisor Group, LLC	23.21K	Jun 30, 26	+23.21K	0.05%
NewEdge Advisors, LLC	21.41K	Jun 30, 26	+21.41K	0.04%
ROTHSCHILD INVESTMENT LLC	20.99K	Jun 30, 26	+20.99K	0.04%
Fiduciary Group LLC	20.68K	Jun 30, 26	+20.68K	0.04%
HRT FINANCIAL LP	19.77K	Jun 30, 26	+19.77K	0.04%
Squarepoint Ops LLC	19.74K	Jun 30, 26	+19.74K	0.04%
D.A. DAVIDSON & CO.	19.12K	Jun 30, 26	+19.12K	0.04%
Equitable Holdings, Inc.	18.96K	Jun 30, 26	+18.96K	0.04%
Cetera Investment Advisers	18.59K	Jun 30, 26	-1.28K	0.04%
Rockefeller Capital Management L.P.	18.38K	Jun 30, 26	+18.38K	0.04%
LifeWealth Investments, LLC	16.91K	Jun 30, 26	+16.91K	0.03%
Leading Edge Financial Planning LLC	16.73K	Jun 30, 26	+16.73K	0.03%
JANE STREET GROUP, LLC	16.14K	Jun 30, 26	+16.14K	0.03%
Southeast Asset Advisors Inc.	15.04K	Jun 30, 26	+15.04K	0.03%
Centennial Bank/AR/	15.00K	Jun 30, 26	+15.00K	0.03%
Mariner, LLC	14.76K	Jun 30, 26	+14.76K	0.03%
XTX Topco Ltd	14.29K	Jun 30, 26	+14.29K	0.03%
Cresset Asset Management, LLC	14.29K	Jun 30, 26	+14.29K	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	13.38K	Jun 30, 26	+3.38K	0.03%
HighTower Advisors, LLC	12.90K	Jun 30, 26	+12.90K	0.03%
CHAPIN DAVIS, INC.	12.69K	Jun 30, 26	+12.69K	0.03%
OXFORD ASSET MANAGEMENT LLP	12.46K	Jun 30, 26	-15.01K	0.02%
Trek Financial, LLC	12.46K	Jun 30, 26	+12.46K	0.02%
OPPENHEIMER & CO INC	12.21K	Jun 30, 26	+12.21K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	12.15K	Jun 30, 26	+700	0.02%
ADELL HARRIMAN & CARPENTER INC	12.00K	Jun 30, 26	--	0.02%
Ausdal Financial Partners, Inc.	11.51K	Jun 30, 26	+11.51K	0.02%
Wealthspire Advisors, LLC	11.19K	Jun 30, 26	+11.19K	0.02%
Garden State Investment Advisory Services LLC	11.14K	Jun 30, 26	+11.14K	0.02%
SIMPLEX TRADING, LLC	11.08K	Jun 30, 26	+4.15K	0.02%
Cambridge Investment Research Advisors, Inc.	10.66K	Jun 30, 26	+10.66K	0.02%
DAVENPORT & Co LLC	10.62K	Jun 30, 26	+10.62K	0.02%
Closed-End Fund Advisors, Inc.	10.43K	Jun 30, 26	+10.43K	0.02%
STEPHENS INC /AR/	10.20K	Jun 30, 26	+10.20K	0.02%
BI Asset Management Fondsmaeglerselskab A/S	10.06K	Jun 30, 26	+10.06K	0.02%
Nova Wealth Management, Inc.	3.72K	Jun 30, 26	--	0.01%
HIGHLINE WEALTH PARTNERS LLC	2.73K	Jun 30, 26	+2.73K	0.01%
FIFTH THIRD BANCORP	2.70K	Jun 30, 26	+3	0.01%
JPMORGAN CHASE & CO	2.64K	Jun 30, 26	+2.64K	0.01%
N.E.W. Advisory Services LLC	2.06K	Jun 30, 26	+13	0.00%
JONES FINANCIAL COMPANIES LLLP	1.83K	Jun 30, 26	+1.83K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.56K	Jun 30, 26	+1.56K	0.00%
NOMURA ASSET MANAGEMENT CO LTD	1.43K	Jun 30, 26	+1.43K	0.00%
Allworth Financial LP	1.13K	Jun 30, 26	-5	0.00%
Chung Wu Investment Group, LLC	1.10K	Jun 30, 26	--	0.00%
GROUP ONE TRADING, L.P.	833	Jun 30, 26	+833	0.00%
PIN OAK INVESTMENT ADVISORS INC	800	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	752	Jun 30, 26	+752	0.00%
Caitong International Asset Management Co., Ltd	721	Jun 30, 26	+533	0.00%
North Star Investment Management Corp.	658	Jun 30, 26	+658	0.00%
KERR FINANCIAL PLANNING Corp	209	Jun 30, 26	+6	0.00%
SHP Wealth Management	200	Jun 30, 26	+200	0.00%
Aspect Partners, LLC	172	Jun 30, 26	+5	0.00%
JFS WEALTH ADVISORS, LLC	171	Jun 30, 26	+171	0.00%
TD Waterhouse Canada Inc.	125	Jun 30, 26	+125	0.00%
FIRST HORIZON CORP	100	Jun 30, 26	+100	0.00%
HARBOUR INVESTMENTS, INC.	72	Jun 30, 26	+43	0.00%
Global Retirement Partners, LLC	1	Jun 30, 26	+1	0.00%
DANSKE BANK A/S	1	Jun 30, 26	-7	0.00%
Sanctuary Advisors, LLC	--	Jun 30, 26	-11.86K	--
Virtu Financial LLC	--	Jun 30, 26	-17.05K	--
Signature Equity Partners, LLC	--	Jun 30, 26	-113	--
ENVESTNET ASSET MANAGEMENT INC	--	Jun 30, 26	-16.68K	--
SALEM INVESTMENT COUNSELORS INC	--	Jun 30, 26	-700	--
Atria Investments, Inc	--	Jun 30, 26	-11.86K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-16.51K	--
MAI Capital Management	--	Jun 30, 26	-777	--
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-4	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-13.54K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-50	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-12.45K	--
CWM, LLC	25	Mar 31, 26	+25	0.00%
EverSource Wealth Advisors, LLC	4	Mar 31, 26	+4	0.00%
TWO SIGMA ADVISERS, LP	63.20K	Dec 31, 25	+32.80K	0.13%
COMERICA BANK	2.65K	Dec 31, 25	+1.58K	0.01%
ORG Partners LLC	2.12K	Dec 31, 25	--	0.00%
Pineridge Advisors LLC	79	Sep 30, 25	--	0.00%
Sheaff Brock Investment Advisors, LLC	10.21K	Mar 31, 25	--	0.02%
VitalStone Financial, LLC	2	Sep 30, 24	--	0.00%
BlackRock Inc.	129.74K	Jun 30, 24	-1.03K	0.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	17.71K	Mar 31, 24	+3.71K	0.04%
PATHSTONE FAMILY OFFICE, LLC	33.01K	Sep 30, 23	+540	0.07%
Terrapin Asset Management, LLC	--	Sep 30, 23	-10.00K	--
BDO Wealth Advisors, LLC	5.50K	Jun 30, 23	--	0.01%
American Portfolios Advisors	4.22K	Sep 30, 22	--	0.01%
Brown Advisory Securities, LLC	--	Sep 30, 22	-14.26K	--
B. Riley Wealth Management, Inc.	8.35K	Jun 30, 22	+8.35K	0.02%
Leap Investments LP	--	Jun 30, 20	-16.30K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	16.16K	Dec 31, 19	+961	0.03%
Advisor Group, Inc.	740	Dec 31, 19	+340	0.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20.09K	Sep 30, 19	+20.09K	0.04%
Nuveen Fund Advisors, LLC	--	Mar 31, 19	-16.62K	--
WFG Advisors, LP	24.95K	Jun 30, 17	+5.88K	0.05%
MSI Financial Services Inc	713	Dec 31, 16	--	0.00%
UBS AG	394.61K	Sep 30, 14	-14.64K	0.79%
STIFEL NICOLAUS & CO INC \MO\	64.97K	Sep 30, 13	-645	0.13%
WESTEND PARTNERS LP	250	Sep 30, 13	+250	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.06M

Jun 30, 26

+1.01M

2.11%

Bulldog Investors, LLP

658.62K

Jun 30, 26

+658.62K

1.32%

MARSHALL WACE, LLP

592.25K

Jun 30, 26

+420.47K

1.18%

Caprock Group, LLC

454.44K

Jun 30, 26

+454.44K

0.91%

Green Alpha Advisors, LLC

429.91K

Jun 30, 26

-160.23K

0.86%

Legal & General Group Plc

386.21K

Jun 30, 26

+57.56K

0.77%

Eagle Point Credit Management LLC

366.19K

Jun 30, 26

0.73%

Virtus Investment Advisers, Inc.

252.46K

Jun 30, 26

+108.49K

0.50%

BLAIR WILLIAM & CO/IL

239.07K

Jun 30, 26

+239.07K

0.48%

BANK OF AMERICA CORP /DE/

225.73K

Jun 30, 26

+164.78K

0.45%

Connecticut Wealth Management, LLC

214.51K

Jun 30, 26

+698

0.43%

UBS Group AG

195.47K

Jun 30, 26

+51.33K

0.39%

BlackRock, Inc.

180.90K

Jun 30, 26

+1.42K

0.36%

SRS Capital Advisors, Inc.

126.31K

Jun 30, 26

+126.31K

0.25%

Apollon Wealth Management, LLC

126.20K

Jun 30, 26

+126.20K

0.25%

LaFleur & Godfrey LLC

114.53K

Jun 30, 26

+114.53K

0.23%

CAZ INVESTMENTS LP

108.63K

Jun 30, 26

+108.63K

0.22%

UMB Bank, n.a.

107.47K

Jun 30, 26

+107.47K

0.21%

Colony Group, LLC

100.59K

Jun 30, 26

+100.59K

0.20%

AQR CAPITAL MANAGEMENT LLC

91.37K

Jun 30, 26

+58.35K

0.18%

JACKSON THORNTON ASSET MANAGEMENT, LLC

90.61K

Jun 30, 26

+57.59K

0.18%

CI Private Wealth, LLC

89.47K

Jun 30, 26

+89.47K

0.18%

LPL Financial LLC

81.94K

Jun 30, 26

+55.76K

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

81.26K

Jun 30, 26

+81.26K

0.16%

Fiera Capital Corp

78.98K

Jun 30, 26

+78.98K

0.16%

TWO SIGMA INVESTMENTS, LP

67.49K

Jun 30, 26

-82.69K

0.13%

First Financial Bank - Trust Division

65.57K

Jun 30, 26

0.13%

MILLENNIUM MANAGEMENT LLC

60.67K

Jun 30, 26

-15.29K

0.12%

GREAT WEST LIFE ASSURANCE CO /CAN/

59.94K

Jun 30, 26

+3.46K

0.12%

Pathstone Holdings, LLC

54.70K

Jun 30, 26

+2.91K

0.11%

ADVISOR GROUP HOLDINGS, INC.

50.63K

Jun 30, 26

+19.91K

0.10%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

49.24K

Jun 30, 26

+4.96K

0.10%

ROYAL BANK OF CANADA

47.24K

Jun 30, 26

+26.83K

0.09%

Regal Investment Advisors LLC

43.55K

Jun 30, 26

0.09%

Permanent Capital Management, LP

42.16K

Jun 30, 26

+42.16K

0.08%

IMC-Chicago, LLC

40.07K

Jun 30, 26

-21.72K

0.08%

RAYMOND JAMES FINANCIAL INC

38.25K

Jun 30, 26

+24.51K

0.08%

Quantbot Technologies LP

36.33K

Jun 30, 26

+17.55K

0.07%

Cerity Partners LLC

33.74K

Jun 30, 26

+33.74K

0.07%

Ethos Financial Group, LLC

33.10K

Jun 30, 26

+33.10K

0.07%

Baird Financial Group, Inc.

31.28K

Jun 30, 26

+31.28K

0.06%

Freestone Capital Holdings, LLC

29.82K

Jun 30, 26

+29.82K

0.06%

MAGNOLIA CAPITAL ADVISORS LLC

28.85K

Jun 30, 26

+28.85K

0.06%

WELLS FARGO & COMPANY/MN

27.68K

Jun 30, 26

0.06%

Koshinski Asset Management, Inc.

27.28K

Jun 30, 26

+27.28K

0.05%

CAPTRUST FINANCIAL ADVISORS

26.40K

Jun 30, 26

+26.40K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

25.07K

Jun 30, 26

+25.07K

0.05%

Forum Financial Management, LP

24.76K

Jun 30, 26

+24.76K

0.05%

Stonebridge Financial Group, LLC/CA

23.56K

Jun 30, 26

+23.56K

0.05%

Private Advisor Group, LLC

23.21K

Jun 30, 26

+23.21K

0.05%

NewEdge Advisors, LLC

21.41K

Jun 30, 26

+21.41K

0.04%

ROTHSCHILD INVESTMENT LLC

20.99K

Jun 30, 26

+20.99K

0.04%

Fiduciary Group LLC

20.68K

Jun 30, 26

+20.68K

0.04%

HRT FINANCIAL LP

19.77K

Jun 30, 26

+19.77K

0.04%

Squarepoint Ops LLC

19.74K

Jun 30, 26

+19.74K

0.04%

D.A. DAVIDSON & CO.

19.12K

Jun 30, 26

+19.12K

0.04%

Equitable Holdings, Inc.

18.96K

Jun 30, 26

+18.96K

0.04%

Cetera Investment Advisers

18.59K

Jun 30, 26

-1.28K

0.04%

Rockefeller Capital Management L.P.

18.38K

Jun 30, 26

+18.38K

0.04%

LifeWealth Investments, LLC

16.91K

Jun 30, 26

+16.91K

0.03%

Leading Edge Financial Planning LLC

16.73K

Jun 30, 26

+16.73K

0.03%

JANE STREET GROUP, LLC

16.14K

Jun 30, 26

+16.14K

0.03%

Southeast Asset Advisors Inc.

15.04K

Jun 30, 26

+15.04K

0.03%

Centennial Bank/AR/

15.00K

Jun 30, 26

+15.00K

0.03%

Mariner, LLC

14.76K

Jun 30, 26

+14.76K

0.03%

XTX Topco Ltd

14.29K

Jun 30, 26

+14.29K

0.03%

Cresset Asset Management, LLC

14.29K

Jun 30, 26

+14.29K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

13.38K

Jun 30, 26

+3.38K

0.03%

HighTower Advisors, LLC

12.90K

Jun 30, 26

+12.90K

0.03%

CHAPIN DAVIS, INC.

12.69K

Jun 30, 26

+12.69K

0.03%

OXFORD ASSET MANAGEMENT LLP

12.46K

Jun 30, 26

-15.01K

0.02%

Trek Financial, LLC

12.46K

Jun 30, 26

+12.46K

0.02%

OPPENHEIMER & CO INC

12.21K

Jun 30, 26

+12.21K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

12.15K

Jun 30, 26

+700

0.02%

ADELL HARRIMAN & CARPENTER INC

12.00K

Jun 30, 26

0.02%

Ausdal Financial Partners, Inc.

11.51K

Jun 30, 26

+11.51K

0.02%

Wealthspire Advisors, LLC

11.19K

Jun 30, 26

+11.19K

0.02%

Garden State Investment Advisory Services LLC

11.14K

Jun 30, 26

+11.14K

0.02%

SIMPLEX TRADING, LLC

11.08K

Jun 30, 26

+4.15K

0.02%

Cambridge Investment Research Advisors, Inc.

10.66K

Jun 30, 26

+10.66K

0.02%

DAVENPORT & Co LLC

10.62K

Jun 30, 26

+10.62K

0.02%

Closed-End Fund Advisors, Inc.

10.43K

Jun 30, 26

+10.43K

0.02%

STEPHENS INC /AR/

10.20K

Jun 30, 26

+10.20K

0.02%

BI Asset Management Fondsmaeglerselskab A/S

10.06K

Jun 30, 26

+10.06K

0.02%

Nova Wealth Management, Inc.

3.72K

Jun 30, 26

0.01%

HIGHLINE WEALTH PARTNERS LLC

2.73K

Jun 30, 26

+2.73K

0.01%

FIFTH THIRD BANCORP

2.70K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

2.64K

Jun 30, 26

+2.64K

0.01%

N.E.W. Advisory Services LLC

2.06K

Jun 30, 26

+13

0.00%

JONES FINANCIAL COMPANIES LLLP

1.83K

Jun 30, 26

+1.83K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.56K

Jun 30, 26

+1.56K

0.00%

NOMURA ASSET MANAGEMENT CO LTD

1.43K

Jun 30, 26

+1.43K

0.00%

Allworth Financial LP

1.13K

Jun 30, 26

-5

0.00%

Chung Wu Investment Group, LLC

1.10K

Jun 30, 26

0.00%

GROUP ONE TRADING, L.P.

833

Jun 30, 26

+833

0.00%

PIN OAK INVESTMENT ADVISORS INC

800

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

752

Jun 30, 26

+752

0.00%

Caitong International Asset Management Co., Ltd

721

Jun 30, 26

+533

0.00%

North Star Investment Management Corp.

658

Jun 30, 26

+658

0.00%

KERR FINANCIAL PLANNING Corp

209

Jun 30, 26

0.00%

SHP Wealth Management

200

Jun 30, 26

+200

0.00%

Aspect Partners, LLC

172

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

171

Jun 30, 26

+171

0.00%

TD Waterhouse Canada Inc.

125

Jun 30, 26

+125

0.00%

FIRST HORIZON CORP

100

Jun 30, 26

+100

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

+43

0.00%

Global Retirement Partners, LLC

Jun 30, 26

0.00%

DANSKE BANK A/S

Jun 30, 26

-7

0.00%

Sanctuary Advisors, LLC

Jun 30, 26

-11.86K

Virtu Financial LLC

Jun 30, 26

-17.05K

Signature Equity Partners, LLC

Jun 30, 26

-113

ENVESTNET ASSET MANAGEMENT INC

Jun 30, 26

-16.68K

SALEM INVESTMENT COUNSELORS INC

Jun 30, 26

-700

Atria Investments, Inc

Jun 30, 26

-11.86K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-16.51K

MAI Capital Management

Jun 30, 26

-777

EverSource Wealth Advisors, LLC

Jun 30, 26

-4

Tower Research Capital LLC (TRC)

Jun 30, 26

-13.54K

Sound Income Strategies, LLC

Jun 30, 26

-50

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-12.45K

CWM, LLC

Mar 31, 26

+25

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

TWO SIGMA ADVISERS, LP

63.20K

Dec 31, 25

+32.80K

0.13%

COMERICA BANK

2.65K

Dec 31, 25

+1.58K

0.01%

ORG Partners LLC

2.12K

Dec 31, 25

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Sheaff Brock Investment Advisors, LLC

10.21K

Mar 31, 25

0.02%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BlackRock Inc.

129.74K

Jun 30, 24

-1.03K

0.26%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

17.71K

Mar 31, 24

+3.71K

0.04%

PATHSTONE FAMILY OFFICE, LLC

33.01K

Sep 30, 23

+540

0.07%

Terrapin Asset Management, LLC

Sep 30, 23

-10.00K

BDO Wealth Advisors, LLC

5.50K

Jun 30, 23

0.01%

American Portfolios Advisors

4.22K

Sep 30, 22

0.01%

Brown Advisory Securities, LLC

Sep 30, 22

-14.26K

B. Riley Wealth Management, Inc.

8.35K

Jun 30, 22

+8.35K

0.02%

Leap Investments LP

Jun 30, 20

-16.30K

LADENBURG THALMANN FINANCIAL SERVICES INC.

16.16K

Dec 31, 19

+961

0.03%

Advisor Group, Inc.

740

Dec 31, 19

+340

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

20.09K

Sep 30, 19

+20.09K

0.04%

Nuveen Fund Advisors, LLC

Mar 31, 19

-16.62K

WFG Advisors, LP

24.95K

Jun 30, 17

+5.88K

0.05%

MSI Financial Services Inc

713

Dec 31, 16

0.00%

UBS AG

394.61K

Sep 30, 14

-14.64K

0.79%

STIFEL NICOLAUS & CO INC \MO\

64.97K

Sep 30, 13

-645

0.13%

WESTEND PARTNERS LP

250

Sep 30, 13

+250

0.00%