Invesco Quality Municipal Income Trust(IQI)

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Invesco Quality Municipal Income Trust(IQI)

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$10.07—

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IQI(IQI)

IQI

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 152 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	1.15M	Jun 30, 26	-22.02K	2.18%
GUGGENHEIM CAPITAL LLC	1.07M	Jun 30, 26	-56.17K	2.03%
MORGAN STANLEY	944.33K	Jun 30, 26	+183.73K	1.79%
SIT INVESTMENT ASSOCIATES INC	657.91K	Jun 30, 26	--	1.24%
LPL Financial LLC	595.15K	Jun 30, 26	+19.02K	1.13%
NewEdge Advisors, LLC	561.37K	Jun 30, 26	+105.88K	1.06%
WELLS FARGO & COMPANY/MN	488.67K	Jun 30, 26	+21.19K	0.92%
Allianz Asset Management GmbH	461.60K	Jun 30, 26	--	0.87%
Hennion & Walsh Asset Management, Inc.	367.50K	Jun 30, 26	-447.22K	0.69%
Advisors Asset Management, Inc.	366.24K	Jun 30, 26	+118.64K	0.69%
VAN ECK ASSOCIATES CORP	351.10K	Jun 30, 26	+7.57K	0.66%
Cambridge Investment Research Advisors, Inc.	236.26K	Jun 30, 26	+15.11K	0.45%
UBS Group AG	235.94K	Jun 30, 26	+10.86K	0.45%
ROYAL BANK OF CANADA	233.96K	Jun 30, 26	-10.91K	0.44%
COMMONWEALTH EQUITY SERVICES, LLC	206.17K	Jun 30, 26	+3.12K	0.39%
STIFEL FINANCIAL CORP	197.56K	Jun 30, 26	-1.37K	0.37%
IFP Advisors, Inc	182.63K	Jun 30, 26	+58.48K	0.35%
Cetera Investment Advisers	153.18K	Jun 30, 26	+7.90K	0.29%
JFS WEALTH ADVISORS, LLC	145.02K	Jun 30, 26	+183	0.27%
AMERIPRISE FINANCIAL INC	140.99K	Jun 30, 26	-59.00K	0.27%
ADVISOR GROUP HOLDINGS, INC.	120.43K	Jun 30, 26	+39.42K	0.23%
North Ground Capital	120.02K	Jun 30, 26	-10.38K	0.23%
WILEY BROS.-AINTREE CAPITAL, LLC	112.73K	Jun 30, 26	-7.95K	0.21%
GOLDMAN SACHS GROUP INC	103.71K	Jun 30, 26	-434	0.20%
Lido Advisors, LLC	101.61K	Jun 30, 26	-719	0.19%
CENTAURUS FINANCIAL, INC.	100.43K	Jun 30, 26	-3.35K	0.19%
Cottage Street Advisors LLC	90.00K	Jun 30, 26	+25.00K	0.17%
PNC FINANCIAL SERVICES GROUP, INC.	75.25K	Jun 30, 26	--	0.14%
BANK OF AMERICA CORP /DE/	59.54K	Jun 30, 26	--	0.11%
Nuveen, LLC	55.56K	Jun 30, 26	--	0.11%
MML INVESTORS SERVICES, LLC	52.32K	Jun 30, 26	+2.42K	0.10%
Stratos Wealth Partners, LTD.	46.93K	Jun 30, 26	+10.38K	0.09%
Janney Montgomery Scott LLC	43.04K	Jun 30, 26	+2.53K	0.08%
Davis Investment Partners, LLC	42.38K	Jun 30, 26	+800	0.08%
OPPENHEIMER & CO INC	37.25K	Jun 30, 26	-64	0.07%
Hardin Capital Partners, LLC	32.50K	Jun 30, 26	--	0.06%
Rockefeller Capital Management L.P.	32.06K	Jun 30, 26	-3.01K	0.06%
Cornerstone Wealth Management, LLC	31.41K	Jun 30, 26	+727	0.06%
Atomi Financial Group, Inc.	30.71K	Jun 30, 26	+665	0.06%
Alpine Global Management, LLC	29.44K	Jun 30, 26	-18.29K	0.06%
Concurrent Investment Advisors, LLC	29.20K	Jun 30, 26	--	0.06%
Ashton Thomas Private Wealth, LLC	27.10K	Jun 30, 26	+6.00K	0.05%
Fortitude Advisory Group L.L.C.	25.76K	Jun 30, 26	+4.89K	0.05%
Worth Asset Management, LLC	25.12K	Jun 30, 26	+25.12K	0.05%
Compass Financial Group, INC/SD	24.37K	Jun 30, 26	--	0.05%
Capital Investment Advisors, LLC	24.29K	Jun 30, 26	-207	0.05%
Tyche Wealth Partners LLC	24.24K	Jun 30, 26	+283	0.05%
Steward Partners Investment Advisory, LLC	23.88K	Jun 30, 26	+9.82K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	22.95K	Jun 30, 26	+11.55K	0.04%
HORIZON KINETICS ASSET MANAGEMENT LLC	21.96K	Jun 30, 26	--	0.04%
Mutual Advisors, LLC	20.92K	Jun 30, 26	-876	0.04%
AlphaCore Capital LLC	19.76K	Jun 30, 26	+371	0.04%
XTX Topco Ltd	19.10K	Jun 30, 26	+19.10K	0.04%
Kercheville Advisors, LLC	19.00K	Jun 30, 26	-2.00K	0.04%
J.W. COLE ADVISORS, INC.	17.11K	Jun 30, 26	+17.11K	0.03%
Equitable Holdings, Inc.	17.00K	Jun 30, 26	+17.00K	0.03%
CITADEL ADVISORS LLC	16.76K	Jun 30, 26	+6.40K	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	15.70K	Jun 30, 26	--	0.03%
MELFA WEALTH MANAGEMENT, LLC	15.34K	Jun 30, 26	--	0.03%
Bramshill Investments, LLC	15.29K	Jun 30, 26	+3.99K	0.03%
River Street Advisors LLC	15.21K	Jun 30, 26	--	0.03%
JANE STREET GROUP, LLC	13.98K	Jun 30, 26	-42.00K	0.03%
ENVESTNET ASSET MANAGEMENT INC	13.47K	Jun 30, 26	+13.47K	0.03%
BAR HARBOR WEALTH MANAGEMENT	13.35K	Jun 30, 26	--	0.03%
Successful Portfolios LLC	13.25K	Jun 30, 26	-1	0.03%
HighTower Advisors, LLC	12.39K	Jun 30, 26	+1	0.02%
Citizens National Bank Trust Department	11.90K	Jun 30, 26	--	0.02%
Pensionmark Financial Group, LLC	11.37K	Jun 30, 26	--	0.02%
PETRA FINANCIAL ADVISORS INC	11.25K	Jun 30, 26	+1.25K	0.02%
Moors & Cabot, Inc.	11.00K	Jun 30, 26	+11.00K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	10.99K	Jun 30, 26	+59	0.02%
FIRST TRUST ADVISORS LP	10.87K	Jun 30, 26	-4.10K	0.02%
MONEY CONCEPTS CAPITAL CORP	10.65K	Jun 30, 26	--	0.02%
Live Oak Private Wealth LLC	10.48K	Jun 30, 26	--	0.02%
ROTHSCHILD INVESTMENT LLC	5.21K	Jun 30, 26	--	0.01%
Penserra Capital Management LLC	4.29K	Jun 30, 26	+2.86K	0.01%
Quent Capital, LLC	3.98K	Jun 30, 26	+1.06K	0.01%
JPMORGAN CHASE & CO	3.89K	Jun 30, 26	--	0.01%
US BANCORP \DE\	3.29K	Jun 30, 26	--	0.01%
CITIGROUP INC	3.06K	Jun 30, 26	--	0.01%
Clear Street Group Inc.	2.45K	Jun 30, 26	+2.45K	0.00%
EASTERN BANK	2.29K	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	2.00K	Jun 30, 26	-1.50K	0.00%
HIGHLINE WEALTH PARTNERS LLC	2.00K	Jun 30, 26	--	0.00%
ORG Wealth Partners, LLC	1.72K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.60K	Jun 30, 26	+1.60K	0.00%
Spire Wealth Management	1.30K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	1.14K	Jun 30, 26	+1.14K	0.00%
IFG Advisory, LLC	1.05K	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	1.00K	Jun 30, 26	--	0.00%
Central Pacific Bank - Trust Division	954	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	877	Jun 30, 26	--	0.00%
ASSETMARK, INC	500	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	400	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	339	Jun 30, 26	--	0.00%
GoalVest Advisory LLC	313	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	164	Jun 30, 26	+164	0.00%
Financial Perspectives, Inc	91	Jun 30, 26	-271	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1	Jun 30, 26	--	0.00%
ROBINSON CAPITAL MANAGEMENT, LLC	--	Jun 30, 26	-195.03K	--
HRT FINANCIAL LP	--	Jun 30, 26	-14.09K	--
Mariner, LLC	--	Jun 30, 26	-76.42K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-9	--
Savant Capital, LLC	--	Jun 30, 26	-33.13K	--
MAI Capital Management	--	Jun 30, 26	-2.81K	--
BROWN BROTHERS HARRIMAN & CO	--	Jun 30, 26	-213	--
WOLVERINE ASSET MANAGEMENT LLC	--	Jun 30, 26	-6.15K	--
Clear Point Advisors Inc.	--	Jun 30, 26	-1.41K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-10.11K	--
Sowell Financial Services LLC	--	Jun 30, 26	-15.30K	--
Virtu Financial LLC	--	Jun 30, 26	-20.15K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Jun 30, 26	-2.56K	--
CENTAURUS FINANCIAL, INC.	103.78K	Mar 31, 26	+6.86K	0.20%
CWM, LLC	30.37K	Mar 31, 26	+25.88K	0.06%
First Horizon Advisors, Inc.	1.00K	Jun 30, 25	--	0.00%
Sandy Spring Bank	250	Mar 31, 25	+250	0.00%
Nuveen Asset Management, LLC	78.18K	Dec 31, 24	--	0.15%
RAYMOND JAMES & ASSOCIATES	725.91K	Sep 30, 24	-35.89K	1.37%
Raymond James Financial Services Advisors, Inc.	467.73K	Sep 30, 24	+255.07K	0.88%
M&R CAPITAL MANAGEMENT INC	1.10K	Sep 30, 24	--	0.00%
BlackRock Inc.	121.23K	Jun 30, 24	--	0.23%
Cetera Advisor Networks LLC	109.82K	Mar 31, 24	+3.00K	0.21%
CAMBRIDGE TRUST CO	--	Mar 31, 24	-730	--
Claybrook Capital, LLC	244.54K	Sep 30, 23	--	0.46%
ADVISOR PARTNERS II, LLC	183.82K	Sep 30, 23	+183.82K	0.35%
Kistler-Tiffany Companies, LLC	4.98K	Jun 30, 23	+4.98K	0.01%
Baldrige Asset Management LLC	4.50K	Mar 31, 23	--	0.01%
Ahrens Investment Partners LLC	2.50K	Mar 31, 23	+2.50K	0.00%
Legacy Wealth Planning, LLC	90.21K	Sep 30, 22	+7.92K	0.17%
Hightower 6M Holding, LLC	66.17K	Sep 30, 22	+18.70K	0.13%
EATON VANCE MANAGEMENT	40.01K	Sep 30, 22	+47	0.08%
ACG Wealth	--	Sep 30, 22	-1.35K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	434.63K	Mar 31, 22	+49.26K	0.82%
6 Meridian	42.15K	Dec 31, 21	-4.44K	0.08%
REILLY FINANCIAL ADVISORS, LLC	--	Dec 31, 21	-78	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	27.30K	Sep 30, 21	-2.20K	0.05%
Reby Advisors, LLC	3.79K	Dec 31, 20	+3.79K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	134.69K	Dec 31, 19	+5.03K	0.25%
Advisor Group, Inc.	17.74K	Dec 31, 19	--	0.03%
Horizon Kinetics LLC	58.19K	Dec 31, 18	--	0.11%
BREMER TRUST NATIONAL ASSOCIATION	11.55K	Dec 31, 18	--	0.02%
FinTrust Investment Advisory Services, LLC	50.53K	Mar 31, 18	+4.53K	0.10%
Commonwealth Equity Services, Inc	34.00K	Jun 30, 17	-1.89K	0.06%
FIRST FINANCIAL EQUITY CORPORATION	12.35K	Mar 31, 17	+12.35K	0.02%
LBA Wealth Management, LLC	1.14K	Mar 31, 17	--	0.00%
MSI Financial Services Inc	8.10K	Dec 31, 16	+67	0.02%
Samson Capital Advisors LLC	166.47K	Sep 30, 15	+166.47K	0.31%
UBS AG	90.82K	Sep 30, 14	-15.36K	0.17%
Jane Street Holding, LLC	--	Dec 31, 13	-19.36K	--
STIFEL NICOLAUS & CO INC \MO\	37.13K	Sep 30, 13	-2.00K	0.07%
KNIGHT CAPITAL GROUP LLC	23.85K	Jun 30, 13	+23.85K	0.05%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	627.96K	Jun 30, 10	+627.96K	1.19%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

1.15M

Jun 30, 26

-22.02K

2.18%

GUGGENHEIM CAPITAL LLC

1.07M

Jun 30, 26

-56.17K

2.03%

MORGAN STANLEY

944.33K

Jun 30, 26

+183.73K

1.79%

SIT INVESTMENT ASSOCIATES INC

657.91K

Jun 30, 26

1.24%

LPL Financial LLC

595.15K

Jun 30, 26

+19.02K

1.13%

NewEdge Advisors, LLC

561.37K

Jun 30, 26

+105.88K

1.06%

WELLS FARGO & COMPANY/MN

488.67K

Jun 30, 26

+21.19K

0.92%

Allianz Asset Management GmbH

461.60K

Jun 30, 26

0.87%

Hennion & Walsh Asset Management, Inc.

367.50K

Jun 30, 26

-447.22K

0.69%

Advisors Asset Management, Inc.

366.24K

Jun 30, 26

+118.64K

0.69%

VAN ECK ASSOCIATES CORP

351.10K

Jun 30, 26

+7.57K

0.66%

Cambridge Investment Research Advisors, Inc.

236.26K

Jun 30, 26

+15.11K

0.45%

UBS Group AG

235.94K

Jun 30, 26

+10.86K

0.45%

ROYAL BANK OF CANADA

233.96K

Jun 30, 26

-10.91K

0.44%

COMMONWEALTH EQUITY SERVICES, LLC

206.17K

Jun 30, 26

+3.12K

0.39%

STIFEL FINANCIAL CORP

197.56K

Jun 30, 26

-1.37K

0.37%

IFP Advisors, Inc

182.63K

Jun 30, 26

+58.48K

0.35%

Cetera Investment Advisers

153.18K

Jun 30, 26

+7.90K

0.29%

JFS WEALTH ADVISORS, LLC

145.02K

Jun 30, 26

+183

0.27%

AMERIPRISE FINANCIAL INC

140.99K

Jun 30, 26

-59.00K

0.27%

ADVISOR GROUP HOLDINGS, INC.

120.43K

Jun 30, 26

+39.42K

0.23%

North Ground Capital

120.02K

Jun 30, 26

-10.38K

0.23%

WILEY BROS.-AINTREE CAPITAL, LLC

112.73K

Jun 30, 26

-7.95K

0.21%

GOLDMAN SACHS GROUP INC

103.71K

Jun 30, 26

-434

0.20%

Lido Advisors, LLC

101.61K

Jun 30, 26

-719

0.19%

CENTAURUS FINANCIAL, INC.

100.43K

Jun 30, 26

-3.35K

0.19%

Cottage Street Advisors LLC

90.00K

Jun 30, 26

+25.00K

0.17%

PNC FINANCIAL SERVICES GROUP, INC.

75.25K

Jun 30, 26

0.14%

BANK OF AMERICA CORP /DE/

59.54K

Jun 30, 26

0.11%

Nuveen, LLC

55.56K

Jun 30, 26

0.11%

MML INVESTORS SERVICES, LLC

52.32K

Jun 30, 26

+2.42K

0.10%

Stratos Wealth Partners, LTD.

46.93K

Jun 30, 26

+10.38K

0.09%

Janney Montgomery Scott LLC

43.04K

Jun 30, 26

+2.53K

0.08%

Davis Investment Partners, LLC

42.38K

Jun 30, 26

+800

0.08%

OPPENHEIMER & CO INC

37.25K

Jun 30, 26

-64

0.07%

Hardin Capital Partners, LLC

32.50K

Jun 30, 26

0.06%

Rockefeller Capital Management L.P.

32.06K

Jun 30, 26

-3.01K

0.06%

Cornerstone Wealth Management, LLC

31.41K

Jun 30, 26

+727

0.06%

Atomi Financial Group, Inc.

30.71K

Jun 30, 26

+665

0.06%

Alpine Global Management, LLC

29.44K

Jun 30, 26

-18.29K

0.06%

Concurrent Investment Advisors, LLC

29.20K

Jun 30, 26

0.06%

Ashton Thomas Private Wealth, LLC

27.10K

Jun 30, 26

+6.00K

0.05%

Fortitude Advisory Group L.L.C.

25.76K

Jun 30, 26

+4.89K

0.05%

Worth Asset Management, LLC

25.12K

Jun 30, 26

+25.12K

0.05%

Compass Financial Group, INC/SD

24.37K

Jun 30, 26

0.05%

Capital Investment Advisors, LLC

24.29K

Jun 30, 26

-207

0.05%

Tyche Wealth Partners LLC

24.24K

Jun 30, 26

+283

0.05%

Steward Partners Investment Advisory, LLC

23.88K

Jun 30, 26

+9.82K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

22.95K

Jun 30, 26

+11.55K

0.04%

HORIZON KINETICS ASSET MANAGEMENT LLC

21.96K

Jun 30, 26

0.04%

Mutual Advisors, LLC

20.92K

Jun 30, 26

-876

0.04%

AlphaCore Capital LLC

19.76K

Jun 30, 26

+371

0.04%

XTX Topco Ltd

19.10K

Jun 30, 26

+19.10K

0.04%

Kercheville Advisors, LLC

19.00K

Jun 30, 26

-2.00K

0.04%

J.W. COLE ADVISORS, INC.

17.11K

Jun 30, 26

+17.11K

0.03%

Equitable Holdings, Inc.

17.00K

Jun 30, 26

+17.00K

0.03%

CITADEL ADVISORS LLC

16.76K

Jun 30, 26

+6.40K

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

15.70K

Jun 30, 26

0.03%

MELFA WEALTH MANAGEMENT, LLC

15.34K

Jun 30, 26

0.03%

Bramshill Investments, LLC

15.29K

Jun 30, 26

+3.99K

0.03%

River Street Advisors LLC

15.21K

Jun 30, 26

0.03%

JANE STREET GROUP, LLC

13.98K

Jun 30, 26

-42.00K

0.03%

ENVESTNET ASSET MANAGEMENT INC

13.47K

Jun 30, 26

+13.47K

0.03%

BAR HARBOR WEALTH MANAGEMENT

13.35K

Jun 30, 26

0.03%

Successful Portfolios LLC

13.25K

Jun 30, 26

-1

0.03%

HighTower Advisors, LLC

12.39K

Jun 30, 26

0.02%

Citizens National Bank Trust Department

11.90K

Jun 30, 26

0.02%

Pensionmark Financial Group, LLC

11.37K

Jun 30, 26

0.02%

PETRA FINANCIAL ADVISORS INC

11.25K

Jun 30, 26

+1.25K

0.02%

Moors & Cabot, Inc.

11.00K

Jun 30, 26

+11.00K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

10.99K

Jun 30, 26

+59

0.02%

FIRST TRUST ADVISORS LP

10.87K

Jun 30, 26

-4.10K

0.02%

MONEY CONCEPTS CAPITAL CORP

10.65K

Jun 30, 26

0.02%

Live Oak Private Wealth LLC

10.48K

Jun 30, 26

0.02%

ROTHSCHILD INVESTMENT LLC

5.21K

Jun 30, 26

0.01%

Penserra Capital Management LLC

4.29K

Jun 30, 26

+2.86K

0.01%

Quent Capital, LLC

3.98K

Jun 30, 26

+1.06K

0.01%

JPMORGAN CHASE & CO

3.89K

Jun 30, 26

0.01%

US BANCORP \DE\

3.29K

Jun 30, 26

0.01%

CITIGROUP INC

3.06K

Jun 30, 26

0.01%

Clear Street Group Inc.

2.45K

Jun 30, 26

+2.45K

0.00%

EASTERN BANK

2.29K

Jun 30, 26

0.00%

Noble Wealth Management PBC

2.00K

Jun 30, 26

-1.50K

0.00%

HIGHLINE WEALTH PARTNERS LLC

2.00K

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

1.72K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.60K

Jun 30, 26

+1.60K

0.00%

Spire Wealth Management

1.30K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

1.14K

Jun 30, 26

+1.14K

0.00%

IFG Advisory, LLC

1.05K

Jun 30, 26

0.00%

FIRST HORIZON CORP

1.00K

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

954

Jun 30, 26

0.00%

Community Financial Services Group, LLC

877

Jun 30, 26

0.00%

ASSETMARK, INC

500

Jun 30, 26

0.00%

NBC SECURITIES, INC.

400

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

339

Jun 30, 26

0.00%

GoalVest Advisory LLC

313

Jun 30, 26

0.00%

IMA Wealth, Inc.

164

Jun 30, 26

+164

0.00%

Financial Perspectives, Inc

Jun 30, 26

-271

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

0.00%

ROBINSON CAPITAL MANAGEMENT, LLC

Jun 30, 26

-195.03K

HRT FINANCIAL LP

Jun 30, 26

-14.09K

Mariner, LLC

Jun 30, 26

-76.42K

Sound Income Strategies, LLC

Jun 30, 26

-9

Savant Capital, LLC

Jun 30, 26

-33.13K

MAI Capital Management

Jun 30, 26

-2.81K

BROWN BROTHERS HARRIMAN & CO

Jun 30, 26

-213

WOLVERINE ASSET MANAGEMENT LLC

Jun 30, 26

-6.15K

Clear Point Advisors Inc.

Jun 30, 26

-1.41K

Brinker Capital Investments, LLC

Jun 30, 26

-10.11K

Sowell Financial Services LLC

Jun 30, 26

-15.30K

Virtu Financial LLC

Jun 30, 26

-20.15K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

-2.56K

CENTAURUS FINANCIAL, INC.

103.78K

Mar 31, 26

+6.86K

0.20%

CWM, LLC

30.37K

Mar 31, 26

+25.88K

0.06%

First Horizon Advisors, Inc.

1.00K

Jun 30, 25

0.00%

Sandy Spring Bank

250

Mar 31, 25

+250

0.00%

Nuveen Asset Management, LLC

78.18K

Dec 31, 24

0.15%

RAYMOND JAMES & ASSOCIATES

725.91K

Sep 30, 24

-35.89K

1.37%

Raymond James Financial Services Advisors, Inc.

467.73K

Sep 30, 24

+255.07K

0.88%

M&R CAPITAL MANAGEMENT INC

1.10K

Sep 30, 24

0.00%

BlackRock Inc.

121.23K

Jun 30, 24

0.23%

Cetera Advisor Networks LLC

109.82K

Mar 31, 24

+3.00K

0.21%

CAMBRIDGE TRUST CO

Mar 31, 24

-730

Claybrook Capital, LLC

244.54K

Sep 30, 23

0.46%

ADVISOR PARTNERS II, LLC

183.82K

Sep 30, 23

+183.82K

0.35%

Kistler-Tiffany Companies, LLC

4.98K

Jun 30, 23

+4.98K

0.01%

Baldrige Asset Management LLC

4.50K

Mar 31, 23

0.01%

Ahrens Investment Partners LLC

2.50K

Mar 31, 23

+2.50K

0.00%

Legacy Wealth Planning, LLC

90.21K

Sep 30, 22

+7.92K

0.17%

Hightower 6M Holding, LLC

66.17K

Sep 30, 22

+18.70K

0.13%

EATON VANCE MANAGEMENT

40.01K

Sep 30, 22

+47

0.08%

ACG Wealth

Sep 30, 22

-1.35K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

434.63K

Mar 31, 22

+49.26K

0.82%

6 Meridian

42.15K

Dec 31, 21

-4.44K

0.08%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-78

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

27.30K

Sep 30, 21

-2.20K

0.05%

Reby Advisors, LLC

3.79K

Dec 31, 20

+3.79K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

134.69K

Dec 31, 19

+5.03K

0.25%

Advisor Group, Inc.

17.74K

Dec 31, 19

0.03%

Horizon Kinetics LLC

58.19K

Dec 31, 18

0.11%

BREMER TRUST NATIONAL ASSOCIATION

11.55K

Dec 31, 18

0.02%

FinTrust Investment Advisory Services, LLC

50.53K

Mar 31, 18

+4.53K

0.10%

Commonwealth Equity Services, Inc

34.00K

Jun 30, 17

-1.89K

0.06%

FIRST FINANCIAL EQUITY CORPORATION

12.35K

Mar 31, 17

+12.35K

0.02%

LBA Wealth Management, LLC

1.14K

Mar 31, 17

0.00%

MSI Financial Services Inc

8.10K

Dec 31, 16

+67

0.02%

Samson Capital Advisors LLC

166.47K

Sep 30, 15

+166.47K

0.31%

UBS AG

90.82K

Sep 30, 14

-15.36K

0.17%

Jane Street Holding, LLC

Dec 31, 13

-19.36K

STIFEL NICOLAUS & CO INC \MO\

37.13K

Sep 30, 13

-2.00K

0.07%

KNIGHT CAPITAL GROUP LLC

23.85K

Jun 30, 13

+23.85K

0.05%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

627.96K

Jun 30, 10

+627.96K

1.19%