Invesco Value Municipal Income Trust(IIM)

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Invesco Value Municipal Income Trust(IIM)

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IIM(IIM)

IIM

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Institutional Ownership

Top 149 Institutional Holders

Holder	Shares	Date	Change	% Held
Hennion & Walsh Asset Management, Inc.	1.16M	Jun 30, 26	+450.45K	2.47%
GUGGENHEIM CAPITAL LLC	986.93K	Jun 30, 26	-57.42K	2.10%
BANK OF AMERICA CORP /DE/	712.87K	Jun 30, 26	-501.62K	1.51%
MORGAN STANLEY	691.70K	Jun 30, 26	+9.81K	1.47%
UBS Group AG	589.93K	Jun 30, 26	+1.25K	1.25%
WELLS FARGO & COMPANY/MN	571.99K	Jun 30, 26	-25.89K	1.22%
Wagner Wealth Management, LLC	341.85K	Jun 30, 26	+85.76K	0.73%
RAYMOND JAMES FINANCIAL INC	318.46K	Jun 30, 26	+58.68K	0.68%
VAN ECK ASSOCIATES CORP	269.30K	Jun 30, 26	+7.31K	0.57%
LPL Financial LLC	219.42K	Jun 30, 26	+33.07K	0.47%
Cetera Investment Advisers	200.09K	Jun 30, 26	+29.70K	0.43%
TCG Advisory Services, LLC	170.00K	Jun 30, 26	--	0.36%
Rockefeller Capital Management L.P.	163.90K	Jun 30, 26	+72.27K	0.35%
COMMONWEALTH EQUITY SERVICES, LLC	155.84K	Jun 30, 26	-9.49K	0.33%
NewEdge Advisors, LLC	117.65K	Jun 30, 26	+8.96K	0.25%
STIFEL FINANCIAL CORP	108.39K	Jun 30, 26	+2.17K	0.23%
ADVISOR GROUP HOLDINGS, INC.	100.28K	Jun 30, 26	+4.82K	0.21%
Whipplewood Advisors, LLC	80.63K	Jun 30, 26	-1.26K	0.17%
AMERIPRISE FINANCIAL INC	71.56K	Jun 30, 26	+12.12K	0.15%
D.A. DAVIDSON & CO.	70.54K	Jun 30, 26	-2.00K	0.15%
Cambridge Investment Research Advisors, Inc.	62.12K	Jun 30, 26	+3.76K	0.13%
WILEY BROS.-AINTREE CAPITAL, LLC	55.26K	Jun 30, 26	+2.74K	0.12%
ROYAL BANK OF CANADA	54.02K	Jun 30, 26	-11.62K	0.11%
LexAurum Advisors, LLC	44.52K	Jun 30, 26	+816	0.09%
Davis Investment Partners, LLC	43.82K	Jun 30, 26	+810	0.09%
Capital Investment Advisors, LLC	40.40K	Jun 30, 26	-3.99K	0.09%
Retirement Planning Group	38.86K	Jun 30, 26	-6.69K	0.08%
Tyche Wealth Partners LLC	34.84K	Jun 30, 26	--	0.07%
Integrated Wealth Concepts LLC	33.40K	Jun 30, 26	+15.20K	0.07%
Wealth Quarterback LLC	31.07K	Jun 30, 26	+190	0.07%
Concurrent Investment Advisors, LLC	30.43K	Jun 30, 26	+6.00K	0.06%
Fortitude Advisory Group L.L.C.	28.52K	Jun 30, 26	+1.92K	0.06%
Cornerstone Wealth Management, LLC	28.21K	Jun 30, 26	+260	0.06%
GOLDMAN SACHS GROUP INC	23.61K	Jun 30, 26	--	0.05%
CIBC Bancorp USA Inc.	23.33K	Jun 30, 26	-993	0.05%
Private Advisor Group, LLC	20.70K	Jun 30, 26	-5.33K	0.04%
WESCAP Management Group, Inc.	20.24K	Jun 30, 26	--	0.04%
Nuveen, LLC	19.25K	Jun 30, 26	--	0.04%
HOLLENCREST CAPITAL MANAGEMENT	18.18K	Jun 30, 26	--	0.04%
XTX Topco Ltd	18.14K	Jun 30, 26	+18.14K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18.04K	Jun 30, 26	+10.41K	0.04%
Family Management Corp	17.53K	Jun 30, 26	--	0.04%
Lauer Wealth, LLC	16.50K	Jun 30, 26	--	0.04%
Quantinno Capital Management LP	16.10K	Jun 30, 26	+3.74K	0.03%
Kestra Advisory Services, LLC	15.11K	Jun 30, 26	-6.45K	0.03%
Zinnia Wealth Advisory, LLC	14.55K	Jun 30, 26	+269	0.03%
Uniting Wealth Partners, LLC	13.93K	Jun 30, 26	+53	0.03%
ENVESTNET ASSET MANAGEMENT INC	13.50K	Jun 30, 26	+2.14K	0.03%
Gridiron Partners, LLC	13.46K	Jun 30, 26	-11.78K	0.03%
US BANCORP \DE\	13.10K	Jun 30, 26	--	0.03%
Plan Group Financial, LLC	12.87K	Jun 30, 26	--	0.03%
Beacon Pointe Advisors, LLC	12.69K	Jun 30, 26	+234	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	12.60K	Jun 30, 26	--	0.03%
River Street Advisors LLC	12.51K	Jun 30, 26	--	0.03%
Maridea Wealth Management LLC	12.16K	Jun 30, 26	--	0.03%
Citizens National Bank Trust Department	12.10K	Jun 30, 26	--	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.46K	Jun 30, 26	+11.46K	0.02%
VAQUERO PRIVATE WEALTH, LTD	11.45K	Jun 30, 26	+11.45K	0.02%
CAPTRUST FINANCIAL ADVISORS	10.63K	Jun 30, 26	-851	0.02%
Hilltop National Bank	4.21K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	4.00K	Jun 30, 26	--	0.01%
Aventura Private Wealth, LLC	3.50K	Jun 30, 26	--	0.01%
Penserra Capital Management LLC	3.47K	Jun 30, 26	+2.31K	0.01%
HARBOUR INVESTMENTS, INC.	2.79K	Jun 30, 26	+1	0.01%
Allworth Financial LP	2.69K	Jun 30, 26	-240	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.89K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	1.89K	Jun 30, 26	--	0.00%
Darwin Wealth Management, LLC	1.47K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.36K	Jun 30, 26	--	0.00%
Measured Wealth Private Client Group, LLC	1.33K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	1.29K	Jun 30, 26	+1.29K	0.00%
HUNTINGTON NATIONAL BANK	947	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	618	Jun 30, 26	+6	0.00%
FIRST HORIZON CORP	600	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	470	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	425	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	374	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	334	Jun 30, 26	+334	0.00%
Investors Research Corp	274	Jun 30, 26	--	0.00%
Kozak & Associates, Inc.	230	Jun 30, 26	+4	0.00%
SIGNATUREFD, LLC	201	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	134	Jun 30, 26	+134	0.00%
Financial Perspectives, Inc	80	Jun 30, 26	-239	0.00%
Tower Research Capital LLC (TRC)	38	Jun 30, 26	+30	0.00%
CDKV HOLDINGS LLC	22	Jun 30, 26	--	0.00%
GAMMA Investing LLC	1	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1	Jun 30, 26	--	0.00%
Abound Wealth Management	--	Jun 30, 26	-500	--
Advisors Asset Management, Inc.	--	Jun 30, 26	-41.74K	--
Atlantic Union Bankshares Corp	--	Jun 30, 26	-4.00K	--
Hanson & Doremus Investment Management	--	Jun 30, 26	-1.14K	--
Marex Group plc	--	Jun 30, 26	-10.20K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Jun 30, 26	-11.86K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-516	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-59	--
WEDBUSH SECURITIES INC	--	Jun 30, 26	-10.03K	--
Activest Wealth Management	--	Jun 30, 26	-800	--
Arkadios Wealth Advisors	--	Jun 30, 26	-234.33K	--
Savant Capital, LLC	--	Jun 30, 26	-25.77K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-37.70K	--
CWM, LLC	1.01K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	422	Mar 31, 26	--	0.00%
Catalina Capital Group, LLC	--	Mar 31, 26	-22.64K	--
CIBC Private Wealth Group, LLC	24.32K	Dec 31, 25	+17.64K	0.05%
First Horizon Advisors, Inc.	600	Jun 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-10.62K	--
Sandy Spring Bank	4.33K	Mar 31, 25	+332	0.01%
CAROLINAS WEALTH CONSULTING LLC	500	Mar 31, 25	--	0.00%
Nuveen Asset Management, LLC	44.08K	Dec 31, 24	+2.00K	0.09%
Raymond James Financial Services Advisors, Inc.	196.88K	Sep 30, 24	+151.98K	0.42%
RAYMOND JAMES & ASSOCIATES	28.18K	Sep 30, 24	+31	0.06%
M&R CAPITAL MANAGEMENT INC	3.26K	Sep 30, 24	-40	0.01%
BlackRock Inc.	103.43K	Jun 30, 24	--	0.22%
Private Wealth Strategies, L.L.C.	49.52K	Jun 30, 24	--	0.11%
Cetera Advisor Networks LLC	130.62K	Mar 31, 24	+15	0.28%
Cetera Advisors LLC	22.26K	Mar 31, 24	+22.26K	0.05%
Highlander Capital Management, LLC	3.50K	Mar 31, 24	--	0.01%
CAMBRIDGE TRUST CO	--	Mar 31, 24	-450	--
Baystate Wealth Management LLC	503	Dec 31, 23	+503	0.00%
GOODWIN DANIEL L	114.19K	Sep 30, 23	--	0.24%
LEO BROKERAGE, LLC	121.14K	Jun 30, 23	+5.16K	0.26%
BOENNING & SCATTERGOOD, INC.	20.85K	Dec 31, 22	--	0.04%
EATON VANCE MANAGEMENT	23.37K	Sep 30, 22	--	0.05%
Legacy Wealth Planning, LLC	19.66K	Sep 30, 22	--	0.04%
B. Riley Wealth Management, Inc.	11.00K	Jun 30, 22	--	0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	221.60K	Mar 31, 22	-172.06K	0.47%
NEXT Financial Group, Inc	922	Dec 31, 21	+922	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	20.89K	Sep 30, 21	+1.30K	0.04%
Reby Advisors, LLC	470	Dec 31, 20	+470	0.00%
Winslow, Evans & Crocker, Inc.	236	Dec 31, 20	-1	0.00%
NewDay Solutions, LLC	14.51K	Jun 30, 20	--	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	83.36K	Dec 31, 19	-472	0.18%
Advisor Group, Inc.	35.06K	Dec 31, 19	+5.41K	0.07%
BB&T SECURITIES, LLC	41.60K	Sep 30, 19	-1.75K	0.09%
Live Your Vision, LLC	10.00K	Mar 31, 19	--	0.02%
Horizon Kinetics LLC	36.40K	Dec 31, 18	--	0.08%
Yellowstone Partners, LLC	14.83K	Dec 31, 17	+1.07K	0.03%
Commonwealth Equity Services, Inc	50.41K	Jun 30, 17	+282	0.11%
Virtu KCG Holdings LLC	11.50K	Jun 30, 17	+11.50K	0.02%
LBA Wealth Management, LLC	521	Mar 31, 17	--	0.00%
MSI Financial Services Inc	8.37K	Dec 31, 16	+162	0.02%
Investors Capital Advisory Services	14.16K	Jun 30, 16	+103	0.03%
BAIRD ROBERT W & CO INC /WI/	14.63K	Mar 31, 15	-13.02K	0.03%
VALLEY NATIONAL BANCORP	1.68K	Dec 31, 14	--	0.00%
UBS AG	79.04K	Sep 30, 14	+1.33K	0.17%
OTA LLC	16.79K	Jun 30, 14	+16.79K	0.04%
Jane Street Holding, LLC	--	Dec 31, 13	-10.37K	--
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-10.90K	--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	112.61K	Jun 30, 10	+112.61K	0.24%

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Holder

Date

Change

% Held

Hennion & Walsh Asset Management, Inc.

1.16M

Jun 30, 26

+450.45K

2.47%

GUGGENHEIM CAPITAL LLC

986.93K

Jun 30, 26

-57.42K

2.10%

BANK OF AMERICA CORP /DE/

712.87K

Jun 30, 26

-501.62K

1.51%

MORGAN STANLEY

691.70K

Jun 30, 26

+9.81K

1.47%

UBS Group AG

589.93K

Jun 30, 26

+1.25K

1.25%

WELLS FARGO & COMPANY/MN

571.99K

Jun 30, 26

-25.89K

1.22%

Wagner Wealth Management, LLC

341.85K

Jun 30, 26

+85.76K

0.73%

RAYMOND JAMES FINANCIAL INC

318.46K

Jun 30, 26

+58.68K

0.68%

VAN ECK ASSOCIATES CORP

269.30K

Jun 30, 26

+7.31K

0.57%

LPL Financial LLC

219.42K

Jun 30, 26

+33.07K

0.47%

Cetera Investment Advisers

200.09K

Jun 30, 26

+29.70K

0.43%

TCG Advisory Services, LLC

170.00K

Jun 30, 26

0.36%

Rockefeller Capital Management L.P.

163.90K

Jun 30, 26

+72.27K

0.35%

COMMONWEALTH EQUITY SERVICES, LLC

155.84K

Jun 30, 26

-9.49K

0.33%

NewEdge Advisors, LLC

117.65K

Jun 30, 26

+8.96K

0.25%

STIFEL FINANCIAL CORP

108.39K

Jun 30, 26

+2.17K

0.23%

ADVISOR GROUP HOLDINGS, INC.

100.28K

Jun 30, 26

+4.82K

0.21%

Whipplewood Advisors, LLC

80.63K

Jun 30, 26

-1.26K

0.17%

AMERIPRISE FINANCIAL INC

71.56K

Jun 30, 26

+12.12K

0.15%

D.A. DAVIDSON & CO.

70.54K

Jun 30, 26

-2.00K

0.15%

Cambridge Investment Research Advisors, Inc.

62.12K

Jun 30, 26

+3.76K

0.13%

WILEY BROS.-AINTREE CAPITAL, LLC

55.26K

Jun 30, 26

+2.74K

0.12%

ROYAL BANK OF CANADA

54.02K

Jun 30, 26

-11.62K

0.11%

LexAurum Advisors, LLC

44.52K

Jun 30, 26

+816

0.09%

Davis Investment Partners, LLC

43.82K

Jun 30, 26

+810

0.09%

Capital Investment Advisors, LLC

40.40K

Jun 30, 26

-3.99K

0.09%

Retirement Planning Group

38.86K

Jun 30, 26

-6.69K

0.08%

Tyche Wealth Partners LLC

34.84K

Jun 30, 26

0.07%

Integrated Wealth Concepts LLC

33.40K

Jun 30, 26

+15.20K

0.07%

Wealth Quarterback LLC

31.07K

Jun 30, 26

+190

0.07%

Concurrent Investment Advisors, LLC

30.43K

Jun 30, 26

+6.00K

0.06%

Fortitude Advisory Group L.L.C.

28.52K

Jun 30, 26

+1.92K

0.06%

Cornerstone Wealth Management, LLC

28.21K

Jun 30, 26

+260

0.06%

GOLDMAN SACHS GROUP INC

23.61K

Jun 30, 26

0.05%

CIBC Bancorp USA Inc.

23.33K

Jun 30, 26

-993

0.05%

Private Advisor Group, LLC

20.70K

Jun 30, 26

-5.33K

0.04%

WESCAP Management Group, Inc.

20.24K

Jun 30, 26

0.04%

Nuveen, LLC

19.25K

Jun 30, 26

0.04%

HOLLENCREST CAPITAL MANAGEMENT

18.18K

Jun 30, 26

0.04%

XTX Topco Ltd

18.14K

Jun 30, 26

+18.14K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

18.04K

Jun 30, 26

+10.41K

0.04%

Family Management Corp

17.53K

Jun 30, 26

0.04%

Lauer Wealth, LLC

16.50K

Jun 30, 26

0.04%

Quantinno Capital Management LP

16.10K

Jun 30, 26

+3.74K

0.03%

Kestra Advisory Services, LLC

15.11K

Jun 30, 26

-6.45K

0.03%

Zinnia Wealth Advisory, LLC

14.55K

Jun 30, 26

+269

0.03%

Uniting Wealth Partners, LLC

13.93K

Jun 30, 26

+53

0.03%

ENVESTNET ASSET MANAGEMENT INC

13.50K

Jun 30, 26

+2.14K

0.03%

Gridiron Partners, LLC

13.46K

Jun 30, 26

-11.78K

0.03%

US BANCORP \DE\

13.10K

Jun 30, 26

0.03%

Plan Group Financial, LLC

12.87K

Jun 30, 26

0.03%

Beacon Pointe Advisors, LLC

12.69K

Jun 30, 26

+234

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

12.60K

Jun 30, 26

0.03%

River Street Advisors LLC

12.51K

Jun 30, 26

0.03%

Maridea Wealth Management LLC

12.16K

Jun 30, 26

0.03%

Citizens National Bank Trust Department

12.10K

Jun 30, 26

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.46K

Jun 30, 26

+11.46K

0.02%

VAQUERO PRIVATE WEALTH, LTD

11.45K

Jun 30, 26

+11.45K

0.02%

CAPTRUST FINANCIAL ADVISORS

10.63K

Jun 30, 26

-851

0.02%

Hilltop National Bank

4.21K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

4.00K

Jun 30, 26

0.01%

Aventura Private Wealth, LLC

3.50K

Jun 30, 26

0.01%

Penserra Capital Management LLC

3.47K

Jun 30, 26

+2.31K

0.01%

HARBOUR INVESTMENTS, INC.

2.79K

Jun 30, 26

0.01%

Allworth Financial LP

2.69K

Jun 30, 26

-240

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.89K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

1.89K

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

1.47K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.36K

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

1.33K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

1.29K

Jun 30, 26

+1.29K

0.00%

HUNTINGTON NATIONAL BANK

947

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

618

Jun 30, 26

0.00%

FIRST HORIZON CORP

600

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

470

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

425

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

374

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

334

Jun 30, 26

+334

0.00%

Investors Research Corp

274

Jun 30, 26

0.00%

Kozak & Associates, Inc.

230

Jun 30, 26

0.00%

SIGNATUREFD, LLC

201

Jun 30, 26

0.00%

IMA Wealth, Inc.

134

Jun 30, 26

+134

0.00%

Financial Perspectives, Inc

Jun 30, 26

-239

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+30

0.00%

CDKV HOLDINGS LLC

Jun 30, 26

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

-500

Advisors Asset Management, Inc.

Jun 30, 26

-41.74K

Atlantic Union Bankshares Corp

Jun 30, 26

-4.00K

Hanson & Doremus Investment Management

Jun 30, 26

-1.14K

Marex Group plc

Jun 30, 26

-10.20K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 30, 26

-11.86K

Destiny Wealth Partners, LLC

Jun 30, 26

-516

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-59

WEDBUSH SECURITIES INC

Jun 30, 26

-10.03K

Activest Wealth Management

Jun 30, 26

-800

Arkadios Wealth Advisors

Jun 30, 26

-234.33K

Savant Capital, LLC

Jun 30, 26

-25.77K

JANE STREET GROUP, LLC

Jun 30, 26

-37.70K

CWM, LLC

1.01K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

422

Mar 31, 26

0.00%

Catalina Capital Group, LLC

Mar 31, 26

-22.64K

CIBC Private Wealth Group, LLC

24.32K

Dec 31, 25

+17.64K

0.05%

First Horizon Advisors, Inc.

600

Jun 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-10.62K

Sandy Spring Bank

4.33K

Mar 31, 25

+332

0.01%

CAROLINAS WEALTH CONSULTING LLC

500

Mar 31, 25

0.00%

Nuveen Asset Management, LLC

44.08K

Dec 31, 24

+2.00K

0.09%

Raymond James Financial Services Advisors, Inc.

196.88K

Sep 30, 24

+151.98K

0.42%

RAYMOND JAMES & ASSOCIATES

28.18K

Sep 30, 24

+31

0.06%

M&R CAPITAL MANAGEMENT INC

3.26K

Sep 30, 24

-40

0.01%

BlackRock Inc.

103.43K

Jun 30, 24

0.22%

Private Wealth Strategies, L.L.C.

49.52K

Jun 30, 24

0.11%

Cetera Advisor Networks LLC

130.62K

Mar 31, 24

+15

0.28%

Cetera Advisors LLC

22.26K

Mar 31, 24

+22.26K

0.05%

Highlander Capital Management, LLC

3.50K

Mar 31, 24

0.01%

CAMBRIDGE TRUST CO

Mar 31, 24

-450

Baystate Wealth Management LLC

503

Dec 31, 23

+503

0.00%

GOODWIN DANIEL L

114.19K

Sep 30, 23

0.24%

LEO BROKERAGE, LLC

121.14K

Jun 30, 23

+5.16K

0.26%

BOENNING & SCATTERGOOD, INC.

20.85K

Dec 31, 22

0.04%

EATON VANCE MANAGEMENT

23.37K

Sep 30, 22

0.05%

Legacy Wealth Planning, LLC

19.66K

Sep 30, 22

0.04%

B. Riley Wealth Management, Inc.

11.00K

Jun 30, 22

0.02%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

221.60K

Mar 31, 22

-172.06K

0.47%

NEXT Financial Group, Inc

922

Dec 31, 21

+922

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

20.89K

Sep 30, 21

+1.30K

0.04%

Reby Advisors, LLC

470

Dec 31, 20

+470

0.00%

Winslow, Evans & Crocker, Inc.

236

Dec 31, 20

-1

0.00%

NewDay Solutions, LLC

14.51K

Jun 30, 20

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

83.36K

Dec 31, 19

-472

0.18%

Advisor Group, Inc.

35.06K

Dec 31, 19

+5.41K

0.07%

BB&T SECURITIES, LLC

41.60K

Sep 30, 19

-1.75K

0.09%

Live Your Vision, LLC

10.00K

Mar 31, 19

0.02%

Horizon Kinetics LLC

36.40K

Dec 31, 18

0.08%

Yellowstone Partners, LLC

14.83K

Dec 31, 17

+1.07K

0.03%

Commonwealth Equity Services, Inc

50.41K

Jun 30, 17

+282

0.11%

Virtu KCG Holdings LLC

11.50K

Jun 30, 17

+11.50K

0.02%

LBA Wealth Management, LLC

521

Mar 31, 17

0.00%

MSI Financial Services Inc

8.37K

Dec 31, 16

+162

0.02%

Investors Capital Advisory Services

14.16K

Jun 30, 16

+103

0.03%

BAIRD ROBERT W & CO INC /WI/

14.63K

Mar 31, 15

-13.02K

0.03%

VALLEY NATIONAL BANCORP

1.68K

Dec 31, 14

0.00%

UBS AG

79.04K

Sep 30, 14

+1.33K

0.17%

OTA LLC

16.79K

Jun 30, 14

+16.79K

0.04%

Jane Street Holding, LLC

Dec 31, 13

-10.37K

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-10.90K

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

112.61K

Jun 30, 10

+112.61K

0.24%