Kayne Anderson Energy Infrastructure Fund, Inc.(KYN)

$14.39▼-0.04 (-0.31%)

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Kayne Anderson Energy Infrastructure Fund, Inc.(KYN)

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$14.39▼-0.04 (-0.31%)

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KYN(KYN)

KYN

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Institutional Ownership

Top 384 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	9.85M	Mar 31, 26	-294.17K	5.82%
Cetera Investment Advisers	3.88M	Mar 31, 26	-408.13K	2.30%
WELLS FARGO & COMPANY/MN	3.16M	Mar 31, 26	+174.60K	1.87%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	2.71M	Mar 31, 26	+468.62K	1.60%
BROWN ADVISORY INC	2.69M	Mar 31, 26	-260	1.59%
RAYMOND JAMES FINANCIAL INC	2.50M	Mar 31, 26	-27.72K	1.48%
ROYAL BANK OF CANADA	2.04M	Mar 31, 26	-51.88K	1.21%
Advisors Asset Management, Inc.	1.92M	Mar 31, 26	+73.23K	1.13%
UBS Group AG	1.55M	Mar 31, 26	+209.23K	0.91%
TERRIL BROTHERS, INC.	1.47M	Mar 31, 26	-5.22K	0.87%
Pathstone Holdings, LLC	1.33M	Mar 31, 26	-36.12K	0.79%
STIFEL FINANCIAL CORP	1.23M	Mar 31, 26	+2.31K	0.73%
KAYNE ANDERSON CAPITAL ADVISORS LP	808.75K	Mar 31, 26	--	0.48%
ADVISOR GROUP HOLDINGS, INC.	752.63K	Mar 31, 26	-6.00K	0.45%
RIVERNORTH CAPITAL MANAGEMENT, LLC	692.90K	Mar 31, 26	+3.10K	0.41%
Cadent Capital Advisors, LLC	680.31K	Mar 31, 26	+21.11K	0.40%
Penserra Capital Management LLC	642.89K	Mar 31, 26	+642.89K	0.38%
STANSBERRY ASSET MANAGEMENT, LLC	626.41K	Mar 31, 26	-4.06K	0.37%
LPL Financial LLC	611.86K	Mar 31, 26	+41.37K	0.36%
Zimmer Partners, LP	587.50K	Mar 31, 26	+32.80K	0.35%
BARD ASSOCIATES INC	586.26K	Mar 31, 26	-1.17K	0.35%
Summit Financial, LLC	516.51K	Mar 31, 26	-19.20K	0.31%
Meridian Wealth Management, LLC	409.28K	Mar 31, 26	+16.70K	0.24%
HighTower Advisors, LLC	373.41K	Mar 31, 26	+49.77K	0.22%
Lido Advisors, LLC	343.77K	Mar 31, 26	-11.51K	0.20%
OPPENHEIMER & CO INC	332.55K	Mar 31, 26	+63.65K	0.20%
Visionary Wealth Advisors	332.20K	Mar 31, 26	-8.10K	0.20%
COMMERCE BANK	323.79K	Mar 31, 26	+162.87K	0.19%
McGowan Group Asset Management, Inc.	308.18K	Mar 31, 26	+949	0.18%
Garner Asset Management Corp	306.09K	Mar 31, 26	+2.95K	0.18%
NWF Advisory Services Inc.	303.70K	Mar 31, 26	-2.57K	0.18%
FLAGSHIP HARBOR ADVISORS, LLC	288.03K	Mar 31, 26	+7.47K	0.17%
TSP Capital Management Group, LLC	270.52K	Mar 31, 26	+12.80K	0.16%
Magnus Financial Group LLC	235.52K	Mar 31, 26	-51	0.14%
Thomas J. Herzfeld Advisors, Inc.	234.14K	Mar 31, 26	+234.14K	0.14%
RFG Advisory, LLC	233.92K	Mar 31, 26	+19.88K	0.14%
FourThought Financial Partners, LLC	211.71K	Mar 31, 26	-7.16K	0.13%
Rockefeller Capital Management L.P.	207.18K	Mar 31, 26	+5.13K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	198.78K	Mar 31, 26	+33.45K	0.12%
ORG Wealth Partners, LLC	197.49K	Mar 31, 26	+9.93K	0.12%
Edgemoor Investment Advisors, Inc.	194.90K	Mar 31, 26	+10.52K	0.12%
Beverly Hills Private Wealth, LLC	192.06K	Mar 31, 26	+149	0.11%
Bridgewater Advisors Inc.	190.01K	Mar 31, 26	+1.07K	0.11%
TWO SIGMA INVESTMENTS, LP	144.30K	Mar 31, 26	--	0.09%
Quantedge Capital Pte Ltd	144.09K	Mar 31, 26	+14.20K	0.09%
Prospera Financial Services Inc	141.22K	Mar 31, 26	+4.03K	0.08%
CALDWELL SUTTER CAPITAL, INC.	141.07K	Mar 31, 26	-458	0.08%
FIRST TRUST ADVISORS LP	139.10K	Mar 31, 26	+10.82K	0.08%
PROMETHIUM ADVISORS,LLC	127.25K	Mar 31, 26	+3.00K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	123.65K	Mar 31, 26	-6.37K	0.07%
Janney Montgomery Scott LLC	116.00K	Mar 31, 26	-8.31K	0.07%
Cambridge Investment Research Advisors, Inc.	115.77K	Mar 31, 26	-25.12K	0.07%
Invesco Ltd.	114.66K	Mar 31, 26	-6.28K	0.07%
AG Asset Advisory, LLC	111.71K	Mar 31, 26	+16.99K	0.07%
Independent Wealth Network Inc.	109.92K	Mar 31, 26	+1.30K	0.06%
Collar Capital Management, LLC	108.62K	Mar 31, 26	-3.40K	0.06%
COHEN & STEERS, INC.	106.00K	Mar 31, 26	+10.00K	0.06%
FIFTH THIRD BANCORP	105.05K	Mar 31, 26	+105.05K	0.06%
GUGGENHEIM CAPITAL LLC	100.90K	Mar 31, 26	-59.48K	0.06%
BI Asset Management Fondsmaeglerselskab A/S	97.32K	Mar 31, 26	+1.25K	0.06%
B. Riley Wealth Advisors, Inc.	87.18K	Mar 31, 26	-18.35K	0.05%
NWAM LLC	82.05K	Mar 31, 26	+10.82K	0.05%
CURA WEALTH ADVISORS, LLC	79.00K	Mar 31, 26	+10	0.05%
Secure Asset Management, LLC	78.87K	Mar 31, 26	-11.40K	0.05%
Aristides Capital LLC	78.00K	Mar 31, 26	+15.43K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	77.77K	Mar 31, 26	+38.12K	0.05%
JEPPSON WEALTH MANAGEMENT, LLC	75.98K	Mar 31, 26	-111	0.04%
Post Resch Tallon Group Inc.	74.39K	Mar 31, 26	-1.43K	0.04%
Navis Wealth Advisors, LLC	72.41K	Mar 31, 26	+72.41K	0.04%
Essex Financial Services, Inc.	69.53K	Mar 31, 26	-621	0.04%
LAIRD NORTON TRUST COMPANY, LLC	64.41K	Mar 31, 26	--	0.04%
Pallas Capital Advisors LLC	61.69K	Mar 31, 26	--	0.04%
SANDERS MORRIS HARRIS LLC	61.20K	Mar 31, 26	--	0.04%
TrueMark Investments, LLC	60.97K	Mar 31, 26	+3.10K	0.04%
Steward Partners Investment Advisory, LLC	59.81K	Mar 31, 26	-441	0.04%
Colony Group, LLC	59.76K	Mar 31, 26	-10.72K	0.04%
ENVESTNET ASSET MANAGEMENT INC	59.44K	Mar 31, 26	+14.64K	0.04%
US BANCORP \DE\	59.03K	Mar 31, 26	-683	0.03%
PFG Investments, LLC	57.41K	Mar 31, 26	-18.28K	0.03%
Baker Avenue Asset Management, LP	56.80K	Mar 31, 26	--	0.03%
TRUIST FINANCIAL CORP	55.54K	Mar 31, 26	-18.04K	0.03%
TCTC Holdings, LLC	55.40K	Mar 31, 26	-8.00K	0.03%
Baird Financial Group, Inc.	53.45K	Mar 31, 26	+3.93K	0.03%
Manhattan West Asset Management, LLC	51.64K	Mar 31, 26	-3.02K	0.03%
Mutual Advisors, LLC	48.52K	Mar 31, 26	+9	0.03%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	48.44K	Mar 31, 26	+881	0.03%
MONETARY MANAGEMENT GROUP INC	48.25K	Mar 31, 26	--	0.03%
Mariner, LLC	47.98K	Mar 31, 26	+7.06K	0.03%
Waverly Advisors, LLC	46.59K	Mar 31, 26	+46.59K	0.03%
Eagle Bluffs Wealth Management LLC	46.54K	Mar 31, 26	-2.39K	0.03%
Koshinski Asset Management, Inc.	44.77K	Mar 31, 26	--	0.03%
Hickory Point Bank & Trust	44.75K	Mar 31, 26	+17.70K	0.03%
CAPTRUST FINANCIAL ADVISORS	44.71K	Mar 31, 26	-2.12K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	44.54K	Mar 31, 26	-3.03K	0.03%
HB Wealth Management, LLC	44.42K	Mar 31, 26	-50.36K	0.03%
JOHNSON INVESTMENT COUNSEL INC	43.26K	Mar 31, 26	+771	0.03%
NORTHERN TRUST CORP	41.78K	Mar 31, 26	+6.97K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	41.23K	Mar 31, 26	-658	0.02%
WOLVERINE ASSET MANAGEMENT LLC	40.17K	Mar 31, 26	+40.17K	0.02%
Operose Advisors LLC	38.15K	Mar 31, 26	--	0.02%
BHK Investment Advisors, LLC	36.50K	Mar 31, 26	--	0.02%
CreativeOne Wealth, LLC	36.32K	Mar 31, 26	+23.42K	0.02%
MISSION WEALTH MANAGEMENT, LP	35.68K	Mar 31, 26	--	0.02%
Cornerstone Advisory, LLC	35.58K	Mar 31, 26	+60	0.02%
CHOREO, LLC	34.02K	Mar 31, 26	+6.42K	0.02%
Cerity Partners LLC	33.61K	Mar 31, 26	+2.56K	0.02%
UHLMANN PRICE SECURITIES, LLC	33.37K	Mar 31, 26	+587	0.02%
Centurion Wealth Management LLC	33.02K	Mar 31, 26	--	0.02%
Catalina Capital Group, LLC	32.97K	Mar 31, 26	+260	0.02%
Camelot Portfolios, LLC	31.71K	Mar 31, 26	-12.48K	0.02%
Argentarii, LLC	31.67K	Mar 31, 26	--	0.02%
Atala Financial Inc	31.59K	Mar 31, 26	--	0.02%
Calamos Advisors LLC	31.20K	Mar 31, 26	+3.71K	0.02%
Moors & Cabot, Inc.	30.91K	Mar 31, 26	-1.50K	0.02%
Journey Advisory Group, LLC	30.00K	Mar 31, 26	--	0.02%
Chicago Partners Investment Group LLC	28.89K	Mar 31, 26	+947	0.02%
Wealth Advisory Solutions, LLC	27.79K	Mar 31, 26	-266.49K	0.02%
AWM CAPITAL, LLC	27.28K	Mar 31, 26	+27.28K	0.02%
PINNACLE ASSOCIATES LTD	27.26K	Mar 31, 26	+1.00K	0.02%
HighPoint Advisor Group LLC	27.20K	Mar 31, 26	--	0.02%
Farther Finance Advisors, LLC	27.11K	Mar 31, 26	+377	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	26.41K	Mar 31, 26	+1.43K	0.02%
NewEdge Wealth, LLC	26.10K	Mar 31, 26	-136	0.02%
JOURNEY STRATEGIC WEALTH LLC	23.87K	Mar 31, 26	-1.00K	0.01%
1900 WEALTH MANAGEMENT LLC	23.46K	Mar 31, 26	--	0.01%
Kestra Advisory Services, LLC	23.42K	Mar 31, 26	+1.07K	0.01%
AlphaCore Capital LLC	23.38K	Mar 31, 26	+23.38K	0.01%
Leisure Capital Management	23.29K	Mar 31, 26	--	0.01%
Whipplewood Advisors, LLC	22.97K	Mar 31, 26	--	0.01%
D.A. DAVIDSON & CO.	22.75K	Mar 31, 26	-2.00K	0.01%
Vivaldi Capital Management LP	22.03K	Mar 31, 26	--	0.01%
Quantinno Capital Management LP	21.77K	Mar 31, 26	+7.21K	0.01%
Creative Planning	21.55K	Mar 31, 26	-609	0.01%
Advisory Services Network, LLC	21.50K	Mar 31, 26	-16.25K	0.01%
Samalin Investment Counsel, LLC	21.22K	Mar 31, 26	-414	0.01%
JANE STREET GROUP, LLC	20.77K	Mar 31, 26	-398	0.01%
SAGESPRING WEALTH PARTNERS, LLC	20.70K	Mar 31, 26	+20.70K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	20.40K	Mar 31, 26	+1.93K	0.01%
HOLLENCREST CAPITAL MANAGEMENT	20.38K	Mar 31, 26	--	0.01%
CI Private Wealth, LLC	19.95K	Mar 31, 26	+1.32K	0.01%
HARBOUR INVESTMENTS, INC.	19.88K	Mar 31, 26	+3.85K	0.01%
Parkside Investments, LLC	18.05K	Mar 31, 26	-400	0.01%
PIN OAK INVESTMENT ADVISORS INC	17.92K	Mar 31, 26	-940	0.01%
Csenge Advisory Group	17.86K	Mar 31, 26	+2.51K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	17.71K	Mar 31, 26	+1.50K	0.01%
North Capital, Inc.	17.55K	Mar 31, 26	-87	0.01%
Parallel Advisors, LLC	17.50K	Mar 31, 26	--	0.01%
Waterloo Capital, L.P.	17.34K	Mar 31, 26	-110	0.01%
CITADEL ADVISORS LLC	17.27K	Mar 31, 26	+17.27K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17.13K	Mar 31, 26	--	0.01%
DAYMARK WEALTH PARTNERS, LLC	16.93K	Mar 31, 26	--	0.01%
Princeton Global Asset Management LLC	16.87K	Mar 31, 26	-420	0.01%
Private Advisor Group, LLC	16.83K	Mar 31, 26	+294	0.01%
Griffith & Werner, Inc.	16.17K	Mar 31, 26	--	0.01%
Sanctuary Advisors, LLC	15.36K	Mar 31, 26	+1.52K	0.01%
Gruss & Co., LLC	15.09K	Mar 31, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.84K	Mar 31, 26	-5.79K	0.01%
DAVENPORT & Co LLC	14.44K	Mar 31, 26	+41	0.01%
Platform Technology Partners	14.25K	Mar 31, 26	-163	0.01%
GUYASUTA INVESTMENT ADVISORS INC	14.24K	Mar 31, 26	+14.24K	0.01%
WealthTrust Axiom LLC	13.50K	Mar 31, 26	--	0.01%
Intellectus Partners, LLC	13.25K	Mar 31, 26	--	0.01%
Fidelis Capital Partners, LLC	12.84K	Mar 31, 26	+168	0.01%
Geneos Wealth Management Inc.	12.83K	Mar 31, 26	+207	0.01%
Saba Capital Management, L.P.	12.65K	Mar 31, 26	-126.60K	0.01%
FIRST FOUNDATION ADVISORS	12.61K	Mar 31, 26	--	0.01%
CHAPMAN FINANCIAL GROUP, LLC	12.60K	Mar 31, 26	--	0.01%
Apollon Wealth Management, LLC	12.39K	Mar 31, 26	+17	0.01%
Equitable Holdings, Inc.	12.24K	Mar 31, 26	+2.13K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	12.02K	Mar 31, 26	-27.96K	0.01%
Rockwood Wealth Management, LLC	11.78K	Mar 31, 26	-755	0.01%
Concurrent Investment Advisors, LLC	11.55K	Mar 31, 26	-399	0.01%
Tranquility Partners, LLC	11.45K	Mar 31, 26	+333	0.01%
Fortis Capital Management LLC	11.43K	Mar 31, 26	+1.40K	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	11.39K	Mar 31, 26	+105	0.01%
JSF Financial, LLC	11.14K	Mar 31, 26	-22	0.01%
Hilltop Holdings Inc.	10.73K	Mar 31, 26	-2.66K	0.01%
KING LUTHER CAPITAL MANAGEMENT CORP	10.68K	Mar 31, 26	+10.68K	0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC	10.42K	Mar 31, 26	+20	0.01%
AQR CAPITAL MANAGEMENT LLC	10.41K	Mar 31, 26	+10.41K	0.01%
Ausdal Financial Partners, Inc.	10.39K	Mar 31, 26	-1.77K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	10.22K	Mar 31, 26	--	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	10.20K	Mar 31, 26	--	0.01%
LaSalle St. Investment Advisors, LLC	10.15K	Mar 31, 26	+10.15K	0.01%
Sollinda Capital Management LLC	10.00K	Mar 31, 26	--	0.01%
Wellington Shields & Co., LLC	7.94K	Mar 31, 26	-2	0.00%
CHILTON CAPITAL MANAGEMENT LLC	6.00K	Mar 31, 26	-1.00K	0.00%
NATIONAL BANK OF CANADA /FI/	6.00K	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.92K	Mar 31, 26	--	0.00%
MAI Capital Management	4.72K	Mar 31, 26	--	0.00%
BlackRock, Inc.	4.27K	Mar 31, 26	-1.09K	0.00%
Tanglewood Legacy Advisors, LLC	3.34K	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	2.89K	Mar 31, 26	-1.40K	0.00%
SRS Capital Advisors, Inc.	2.67K	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	2.60K	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	2.51K	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	2.35K	Mar 31, 26	+24	0.00%
Clearstead Advisors, LLC	2.35K	Mar 31, 26	--	0.00%
Wellington Shields Capital Management, LLC	2.22K	Mar 31, 26	--	0.00%
CWM, LLC	2.21K	Mar 31, 26	--	0.00%
GROUP ONE TRADING, L.P.	1.84K	Mar 31, 26	+1.84K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.82K	Mar 31, 26	--	0.00%
Community Financial Services Group, LLC	1.80K	Mar 31, 26	+1.80K	0.00%
Salomon & Ludwin, LLC	1.65K	Mar 31, 26	--	0.00%
IFP Advisors, Inc	1.34K	Mar 31, 26	-117	0.00%
EVERMAY WEALTH MANAGEMENT LLC	1.27K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.20K	Mar 31, 26	+1.20K	0.00%
ROTHSCHILD INVESTMENT LLC	1.18K	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	1.14K	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.00K	Mar 31, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1.00K	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	1.00K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	900	Mar 31, 26	--	0.00%
ASSETMARK, INC	762	Mar 31, 26	+29	0.00%
FINANCIAL CONSULATE, INC	750	Mar 31, 26	--	0.00%
Chung Wu Investment Group, LLC	719	Mar 31, 26	--	0.00%
Olistico Wealth, LLC	620	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	575	Mar 31, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	516	Mar 31, 26	+13	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	500	Mar 31, 26	+500	0.00%
Golden State Wealth Management, LLC	500	Mar 31, 26	-269	0.00%
Westside Investment Management, Inc.	422	Mar 31, 26	--	0.00%
Larson Financial Group LLC	386	Mar 31, 26	--	0.00%
Hilltop National Bank	380	Mar 31, 26	-400	0.00%
TRUST CO OF TOLEDO NA /OH/	359	Mar 31, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	325	Mar 31, 26	--	0.00%
Mountain Hill Investment Partners Corp.	311	Mar 31, 26	-995	0.00%
JONES FINANCIAL COMPANIES LLLP	250	Mar 31, 26	-4.07K	0.00%
Strategic Wealth Partners, Ltd.	242	Mar 31, 26	--	0.00%
Avion Wealth	229	Mar 31, 26	+4	0.00%
1620 INVESTMENT ADVISORS, INC.	100	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	88	Mar 31, 26	-2.11K	0.00%
Golden State Equity Partners	80	Mar 31, 26	+80	0.00%
Truvestments Capital LLC	68	Mar 31, 26	--	0.00%
Allworth Financial LP	60	Mar 31, 26	-3.10K	0.00%
CITIGROUP INC	55	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	9	Mar 31, 26	--	0.00%
IFC Advisors LLC	--	Mar 31, 26	-16.91K	--
CERTUITY, LLC	--	Mar 31, 26	-13.53K	--
National Wealth Management Group, LLC	--	Mar 31, 26	-13.76K	--
EASTERN BANK	--	Mar 31, 26	-1.80K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-3.42K	--
Caitlin John, LLC	--	Mar 31, 26	-1.32K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-152.75K	--
Verition Fund Management LLC	--	Mar 31, 26	-169.18K	--
HRT FINANCIAL LP	--	Mar 31, 26	-11.55K	--
Matisse Capital	--	Mar 31, 26	-222.84K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-2	--
CULLEN/FROST BANKERS, INC.	--	Mar 31, 26	-22.79K	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-32	--
BANK OF AMERICA CORP /DE/	4.75M	Dec 31, 25	+505.71K	2.81%
ZAZOVE ASSOCIATES LLC	414.96K	Dec 31, 25	+27.00K	0.25%
NewEdge Advisors, LLC	193.09K	Dec 31, 25	+90.90K	0.11%
COMERICA BANK	105.77K	Dec 31, 25	+7.21K	0.06%
Concorde Asset Management, LLC	45.52K	Dec 31, 25	+8.06K	0.03%
PURE PORTFOLIOS HOLDINGS LLC	33.16K	Dec 31, 25	+570	0.02%
LEIGH BALDWIN & CO., LLC	26.95K	Dec 31, 25	+1.88K	0.02%
Ariadne Wealth Management, LP	21.30K	Dec 31, 25	--	0.01%
GLENMEDE TRUST CO NA	12.90K	Dec 31, 25	+12.90K	0.01%
PVG ASSET MANAGEMENT CORP	12.32K	Dec 31, 25	-6.90K	0.01%
CIBC Private Wealth Group, LLC	5.78K	Dec 31, 25	+38	0.00%
Northwest Capital Management Inc	2.20K	Dec 31, 25	--	0.00%
Sunbelt Securities, Inc.	1.82K	Dec 31, 25	--	0.00%
ORG Partners LLC	430	Dec 31, 25	--	0.00%
SOA Wealth Advisors, LLC.	--	Dec 31, 25	-78	--
Asset Dedication, LLC	--	Dec 31, 25	-254	--
WETHERBY ASSET MANAGEMENT INC	133.67K	Sep 30, 25	+50.00K	0.08%
Moloney Securities Asset Management, LLC	104.15K	Sep 30, 25	+10.28K	0.06%
WNY Asset Management, LLC	98.94K	Sep 30, 25	-87.83K	0.06%
Stonegate Investment Group, LLC	83.13K	Sep 30, 25	+7.70K	0.05%
Sonora Investment Management Group, LLC	52.92K	Sep 30, 25	-2.10K	0.03%
Sheets Smith Investment Management	19.22K	Sep 30, 25	+19.22K	0.01%
Glenmede Investment Management, LP	12.90K	Sep 30, 25	-4	0.01%
FSA Wealth Management LLC	3.10K	Sep 30, 25	--	0.00%
Good Life Advisors, LLC	56.61K	Jun 30, 25	+1.35K	0.03%
First National Bank of Mount Dora, Trust Investment Services	10.40K	Jun 30, 25	--	0.01%
SCHNIEDERS CAPITAL MANAGEMENT LLC	10.02K	Jun 30, 25	+3	0.01%
CAROLINAS WEALTH CONSULTING LLC	817	Mar 31, 25	--	0.00%
Lindbrook Capital, LLC	--	Mar 31, 25	-400	--
Schechter Investment Advisors, LLC	--	Mar 31, 25	-31.58K	--
Tallon Kerry Patrick	76.83K	Dec 31, 24	+76.83K	0.05%
Bison Wealth, LLC	10.16K	Dec 31, 24	-22.53K	0.01%
RAYMOND JAMES & ASSOCIATES	2.11M	Sep 30, 24	-475.72K	1.25%
Raymond James Financial Services Advisors, Inc.	479.61K	Sep 30, 24	+30.64K	0.28%
First Trust Investment Solutions L.P.	16.17K	Sep 30, 24	+16.17K	0.01%
M&R CAPITAL MANAGEMENT INC	550	Sep 30, 24	--	0.00%
Private Wealth Strategies, L.L.C.	128.95K	Jun 30, 24	-988	0.08%
ICA Group Wealth Management, LLC	625	Jun 30, 24	-300	0.00%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	323	Jun 30, 24	--	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	19	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	5.84M	Mar 31, 24	-1.20M	3.45%
Cetera Advisors LLC	13.67K	Mar 31, 24	+13.67K	0.01%
Cutler Group LLC / CA	--	Mar 31, 24	-1.40K	--
WEALTHSOURCE PARTNERS, LLC	10.24K	Dec 31, 23	-1.17K	0.01%
Claybrook Capital, LLC	121.49K	Sep 30, 23	--	0.07%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	82.37K	Sep 30, 23	+1.26K	0.05%
PATHSTONE FAMILY OFFICE, LLC	15.97K	Sep 30, 23	+14	0.01%
Johnson Midwest Financial, LLC	1.10K	Sep 30, 23	--	0.00%
AJ WEALTH STRATEGIES, LLC	43.93K	Jun 30, 23	+1.07K	0.03%
First Capital Advisors Group, LLC.	12.17K	Jun 30, 23	+3	0.01%
OTA Financial Group L.P.	--	Jun 30, 23	-62.56K	--
Ahrens Investment Partners LLC	500	Mar 31, 23	+500	0.00%
Claraphi Advisory Network, LLC	56.30K	Dec 31, 22	+33.47K	0.03%
CFO4Life, L.P.	22.14K	Dec 31, 22	+22.14K	0.01%
REGENTATLANTIC CAPITAL LLC	25.29K	Sep 30, 22	--	0.01%
American Portfolios Advisors	7.22K	Sep 30, 22	+4.70K	0.00%
Jefferies Group LLC	--	Sep 30, 22	-13.22K	--
Kore Private Wealth LLC	--	Sep 30, 22	-21.70K	--
B. Riley Wealth Management, Inc.	151.62K	Jun 30, 22	+90.43K	0.09%
6 Meridian	40.82K	Dec 31, 21	-349.02K	0.02%
Mosaic Family Wealth, LLC	22.80K	Dec 31, 21	+19	0.01%
NEXT Financial Group, Inc	22.75K	Dec 31, 21	-1.12K	0.01%
Carroll Financial Associates, Inc.	1.00K	Dec 31, 21	-130	0.00%
Sonora Investment Management, LLC	56.38K	Sep 30, 21	-21.40K	0.03%
BBVA USA	143	Sep 30, 21	--	0.00%
USCA RIA LLC	48.98K	Jun 30, 21	--	0.03%
Pinnacle Wealth Advisors	2.25K	Jun 30, 21	+2.25K	0.00%
Hoover Financial Advisors, Inc.	950	Jun 30, 21	--	0.00%
FormulaFolio Investments, LLC	60	Jun 30, 21	+60	0.00%
Winslow, Evans & Crocker, Inc.	6.88K	Dec 31, 20	+6.38K	0.00%
First Allied Advisory Services, Inc.	34.72K	Sep 30, 20	-5.08K	0.02%
Cornerstone Advisors, Inc.	31.96K	Sep 30, 20	-97	0.02%
Willingdon Wealth Management	--	Mar 31, 20	-2.20K	--
Jackson Financial Management	598.72K	Dec 31, 19	-142.75K	0.35%
Whitnell & Co.	193.11K	Dec 31, 19	-75.90K	0.11%
Advisor Group, Inc.	80.21K	Dec 31, 19	+9.87K	0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.	34.12K	Dec 31, 19	+449	0.02%
Glacier Peak Capital LLC	257.06K	Sep 30, 19	+257.06K	0.15%
BB&T SECURITIES, LLC	137.53K	Sep 30, 19	-56.84K	0.08%
Premia Global Advisors, LLC	17.10K	Sep 30, 19	-10.59K	0.01%
SUNTRUST BANKS INC	15.93K	Sep 30, 19	-879	0.01%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	700	Sep 30, 19	--	0.00%
HL FINANCIAL SERVICES LLC	359.08K	Mar 31, 19	-28.88K	0.21%
NEXT Financial Holdings	190	Mar 31, 19	+190	0.00%
Horizon Kinetics LLC	316.56K	Dec 31, 18	-28.86K	0.19%
CEDAR HILL ASSOCIATES, LLC	227.75K	Dec 31, 18	-321.29K	0.13%
Signature Financial Management, Inc.	86.57K	Dec 31, 18	-65.64K	0.05%
Edge Advisors, LLC	15.92K	Jun 30, 18	+3.78K	0.01%
YORKVILLE CAPITAL MANAGEMENT, LLC	15.06K	Dec 31, 17	+15.06K	0.01%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-17.97K	--
Jacobus Wealth Management, Inc.	135.72K	Sep 30, 17	+14.81K	0.08%
Acrospire Investment Management LLC	--	Sep 30, 17	-100	--
Commonwealth Equity Services, Inc	257.19K	Jun 30, 17	+3.92K	0.15%
Geneva Advisors, LLC	19.57K	Jun 30, 17	-732	0.01%
WFG Advisors, LP	1.92K	Jun 30, 17	+303	0.00%
VECTOR WEALTH MANAGEMENT, LLC	210.49K	Dec 31, 16	-71.95K	0.12%
MSI Financial Services Inc	13.37K	Dec 31, 16	-910	0.01%
CG Asset Management LLC	10.00K	Dec 31, 16	+10.00K	0.01%
Stanford Investment Group, Inc.	1.15K	Dec 31, 16	--	0.00%
BlackRock Investment Management, LLC	350	Dec 31, 16	+350	0.00%
Lebenthal Holdings,LLC	10.10K	Jun 30, 16	+10.10K	0.01%
Gupta Wealth Management LLC	4.38K	Mar 31, 16	+4.38K	0.00%
APPALOOSA MANAGEMENT LP	1.01M	Dec 31, 15	+1.01M	0.60%
STRATTON MANAGEMENT CO	155.25K	Dec 31, 15	-9.58K	0.09%
Fusion Investment Group, LLC	13.34K	Dec 31, 15	+13.34K	0.01%
Pinnacle Summer Investments, Inc.	202	Dec 31, 15	-4.25K	0.00%
Aris Wealth Services, Inc.	126.98K	Sep 30, 15	+6.21K	0.08%
TRIANGLE PEAK PARTNERS, LP	60.02K	Sep 30, 15	+31.63K	0.04%
CITY NATIONAL BANK	27.56K	Sep 30, 15	-35.45K	0.02%
Samson Capital Advisors LLC	26.71K	Sep 30, 15	+26.71K	0.02%
Highmount Capital, LLC	499.81K	Jun 30, 15	+8.41K	0.30%
COHEN & STEERS CAPITAL MANAGEMENT INC	448.90K	Mar 31, 15	+448.90K	0.27%
BAIRD ROBERT W & CO INC /WI/	72.16K	Mar 31, 15	-1.08K	0.04%
BOSTON PRIVATE BANK & TRUST CO	16.50K	Mar 31, 15	+4.50K	0.01%
STANCORP INVESTMENT ADVISERS INC	818	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	29.23K	Dec 31, 14	+594	0.02%
Keel Point Advisors, LLC	7.40K	Dec 31, 14	+7.40K	0.00%
SHAPIRO ROBERT N	4.19K	Dec 31, 14	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	520	Dec 31, 14	-975	0.00%
Gary Goldberg Planning Services Inc	500	Dec 31, 14	--	0.00%
UBS AG	1.15M	Sep 30, 14	+124.57K	0.68%
1919 Investment Counsel, LLC	2.71K	Sep 30, 14	-1.31K	0.00%
Stifel Trust Company, N.A.	2.68K	Sep 30, 14	+526	0.00%
OTA LLC	11.64K	Jun 30, 14	+11.64K	0.01%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-8.62K	--
CHARTWELL INVESTMENT PARTNERS/PA	96.00K	Mar 31, 14	+805	0.06%
Jane Street Holding, LLC	31.89K	Dec 31, 13	+17.68K	0.02%
STIFEL NICOLAUS & CO INC \MO\	32.03K	Sep 30, 13	+8.55K	0.02%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-8.42K	--
First Allied Securities, Inc.	34.92K	Jun 30, 12	+510	0.02%
NOLLENBERGER CAPITAL PARTNERS INC	1.50K	Dec 31, 10	-285	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	213.33K	Jun 30, 10	+34.63K	0.13%
RBC Dominion Securities Inc.	1.50K	Dec 31, 08	+1.50K	0.00%
WEISS ANDREW M	--	Sep 30, 07	-700	--

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Holder

Date

Change

% Held

MORGAN STANLEY

9.85M

Mar 31, 26

-294.17K

5.82%

Cetera Investment Advisers

3.88M

Mar 31, 26

-408.13K

2.30%

WELLS FARGO & COMPANY/MN

3.16M

Mar 31, 26

+174.60K

1.87%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

2.71M

Mar 31, 26

+468.62K

1.60%

BROWN ADVISORY INC

2.69M

Mar 31, 26

-260

1.59%

RAYMOND JAMES FINANCIAL INC

2.50M

Mar 31, 26

-27.72K

1.48%

ROYAL BANK OF CANADA

2.04M

Mar 31, 26

-51.88K

1.21%

Advisors Asset Management, Inc.

1.92M

Mar 31, 26

+73.23K

1.13%

UBS Group AG

1.55M

Mar 31, 26

+209.23K

0.91%

TERRIL BROTHERS, INC.

1.47M

Mar 31, 26

-5.22K

0.87%

Pathstone Holdings, LLC

1.33M

Mar 31, 26

-36.12K

0.79%

STIFEL FINANCIAL CORP

1.23M

Mar 31, 26

+2.31K

0.73%

KAYNE ANDERSON CAPITAL ADVISORS LP

808.75K

Mar 31, 26

0.48%

ADVISOR GROUP HOLDINGS, INC.

752.63K

Mar 31, 26

-6.00K

0.45%

RIVERNORTH CAPITAL MANAGEMENT, LLC

692.90K

Mar 31, 26

+3.10K

0.41%

Cadent Capital Advisors, LLC

680.31K

Mar 31, 26

+21.11K

0.40%

Penserra Capital Management LLC

642.89K

Mar 31, 26

+642.89K

0.38%

STANSBERRY ASSET MANAGEMENT, LLC

626.41K

Mar 31, 26

-4.06K

0.37%

LPL Financial LLC

611.86K

Mar 31, 26

+41.37K

0.36%

Zimmer Partners, LP

587.50K

Mar 31, 26

+32.80K

0.35%

BARD ASSOCIATES INC

586.26K

Mar 31, 26

-1.17K

0.35%

Summit Financial, LLC

516.51K

Mar 31, 26

-19.20K

0.31%

Meridian Wealth Management, LLC

409.28K

Mar 31, 26

+16.70K

0.24%

HighTower Advisors, LLC

373.41K

Mar 31, 26

+49.77K

0.22%

Lido Advisors, LLC

343.77K

Mar 31, 26

-11.51K

0.20%

OPPENHEIMER & CO INC

332.55K

Mar 31, 26

+63.65K

0.20%

Visionary Wealth Advisors

332.20K

Mar 31, 26

-8.10K

0.20%

COMMERCE BANK

323.79K

Mar 31, 26

+162.87K

0.19%

McGowan Group Asset Management, Inc.

308.18K

Mar 31, 26

+949

0.18%

Garner Asset Management Corp

306.09K

Mar 31, 26

+2.95K

0.18%

NWF Advisory Services Inc.

303.70K

Mar 31, 26

-2.57K

0.18%

FLAGSHIP HARBOR ADVISORS, LLC

288.03K

Mar 31, 26

+7.47K

0.17%

TSP Capital Management Group, LLC

270.52K

Mar 31, 26

+12.80K

0.16%

Magnus Financial Group LLC

235.52K

Mar 31, 26

-51

0.14%

Thomas J. Herzfeld Advisors, Inc.

234.14K

Mar 31, 26

+234.14K

0.14%

RFG Advisory, LLC

233.92K

Mar 31, 26

+19.88K

0.14%

FourThought Financial Partners, LLC

211.71K

Mar 31, 26

-7.16K

0.13%

Rockefeller Capital Management L.P.

207.18K

Mar 31, 26

+5.13K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

198.78K

Mar 31, 26

+33.45K

0.12%

ORG Wealth Partners, LLC

197.49K

Mar 31, 26

+9.93K

0.12%

Edgemoor Investment Advisors, Inc.

194.90K

Mar 31, 26

+10.52K

0.12%

Beverly Hills Private Wealth, LLC

192.06K

Mar 31, 26

+149

0.11%

Bridgewater Advisors Inc.

190.01K

Mar 31, 26

+1.07K

0.11%

TWO SIGMA INVESTMENTS, LP

144.30K

Mar 31, 26

0.09%

Quantedge Capital Pte Ltd

144.09K

Mar 31, 26

+14.20K

0.09%

Prospera Financial Services Inc

141.22K

Mar 31, 26

+4.03K

0.08%

CALDWELL SUTTER CAPITAL, INC.

141.07K

Mar 31, 26

-458

0.08%

FIRST TRUST ADVISORS LP

139.10K

Mar 31, 26

+10.82K

0.08%

PROMETHIUM ADVISORS,LLC

127.25K

Mar 31, 26

+3.00K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

123.65K

Mar 31, 26

-6.37K

0.07%

Janney Montgomery Scott LLC

116.00K

Mar 31, 26

-8.31K

0.07%

Cambridge Investment Research Advisors, Inc.

115.77K

Mar 31, 26

-25.12K

0.07%

Invesco Ltd.

114.66K

Mar 31, 26

-6.28K

0.07%

AG Asset Advisory, LLC

111.71K

Mar 31, 26

+16.99K

0.07%

Independent Wealth Network Inc.

109.92K

Mar 31, 26

+1.30K

0.06%

Collar Capital Management, LLC

108.62K

Mar 31, 26

-3.40K

0.06%

COHEN & STEERS, INC.

106.00K

Mar 31, 26

+10.00K

0.06%

FIFTH THIRD BANCORP

105.05K

Mar 31, 26

+105.05K

0.06%

GUGGENHEIM CAPITAL LLC

100.90K

Mar 31, 26

-59.48K

0.06%

BI Asset Management Fondsmaeglerselskab A/S

97.32K

Mar 31, 26

+1.25K

0.06%

B. Riley Wealth Advisors, Inc.

87.18K

Mar 31, 26

-18.35K

0.05%

NWAM LLC

82.05K

Mar 31, 26

+10.82K

0.05%

CURA WEALTH ADVISORS, LLC

79.00K

Mar 31, 26

+10

0.05%

Secure Asset Management, LLC

78.87K

Mar 31, 26

-11.40K

0.05%

Aristides Capital LLC

78.00K

Mar 31, 26

+15.43K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

77.77K

Mar 31, 26

+38.12K

0.05%

JEPPSON WEALTH MANAGEMENT, LLC

75.98K

Mar 31, 26

-111

0.04%

Post Resch Tallon Group Inc.

74.39K

Mar 31, 26

-1.43K

0.04%

Navis Wealth Advisors, LLC

72.41K

Mar 31, 26

+72.41K

0.04%

Essex Financial Services, Inc.

69.53K

Mar 31, 26

-621

0.04%

LAIRD NORTON TRUST COMPANY, LLC

64.41K

Mar 31, 26

0.04%

Pallas Capital Advisors LLC

61.69K

Mar 31, 26

0.04%

SANDERS MORRIS HARRIS LLC

61.20K

Mar 31, 26

0.04%

TrueMark Investments, LLC

60.97K

Mar 31, 26

+3.10K

0.04%

Steward Partners Investment Advisory, LLC

59.81K

Mar 31, 26

-441

0.04%

Colony Group, LLC

59.76K

Mar 31, 26

-10.72K

0.04%

ENVESTNET ASSET MANAGEMENT INC

59.44K

Mar 31, 26

+14.64K

0.04%

US BANCORP \DE\

59.03K

Mar 31, 26

-683

0.03%

PFG Investments, LLC

57.41K

Mar 31, 26

-18.28K

0.03%

Baker Avenue Asset Management, LP

56.80K

Mar 31, 26

0.03%

TRUIST FINANCIAL CORP

55.54K

Mar 31, 26

-18.04K

0.03%

TCTC Holdings, LLC

55.40K

Mar 31, 26

-8.00K

0.03%

Baird Financial Group, Inc.

53.45K

Mar 31, 26

+3.93K

0.03%

Manhattan West Asset Management, LLC

51.64K

Mar 31, 26

-3.02K

0.03%

Mutual Advisors, LLC

48.52K

Mar 31, 26

0.03%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

48.44K

Mar 31, 26

+881

0.03%

MONETARY MANAGEMENT GROUP INC

48.25K

Mar 31, 26

0.03%

Mariner, LLC

47.98K

Mar 31, 26

+7.06K

0.03%

Waverly Advisors, LLC

46.59K

Mar 31, 26

+46.59K

0.03%

Eagle Bluffs Wealth Management LLC

46.54K

Mar 31, 26

-2.39K

0.03%

Koshinski Asset Management, Inc.

44.77K

Mar 31, 26

0.03%

Hickory Point Bank & Trust

44.75K

Mar 31, 26

+17.70K

0.03%

CAPTRUST FINANCIAL ADVISORS

44.71K

Mar 31, 26

-2.12K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

44.54K

Mar 31, 26

-3.03K

0.03%

HB Wealth Management, LLC

44.42K

Mar 31, 26

-50.36K

0.03%

JOHNSON INVESTMENT COUNSEL INC

43.26K

Mar 31, 26

+771

0.03%

NORTHERN TRUST CORP

41.78K

Mar 31, 26

+6.97K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

41.23K

Mar 31, 26

-658

0.02%

WOLVERINE ASSET MANAGEMENT LLC

40.17K

Mar 31, 26

+40.17K

0.02%

Operose Advisors LLC

38.15K

Mar 31, 26

0.02%

BHK Investment Advisors, LLC

36.50K

Mar 31, 26

0.02%

CreativeOne Wealth, LLC

36.32K

Mar 31, 26

+23.42K

0.02%

MISSION WEALTH MANAGEMENT, LP

35.68K

Mar 31, 26

0.02%

Cornerstone Advisory, LLC

35.58K

Mar 31, 26

+60

0.02%

CHOREO, LLC

34.02K

Mar 31, 26

+6.42K

0.02%

Cerity Partners LLC

33.61K

Mar 31, 26

+2.56K

0.02%

UHLMANN PRICE SECURITIES, LLC

33.37K

Mar 31, 26

+587

0.02%

Centurion Wealth Management LLC

33.02K

Mar 31, 26

0.02%

Catalina Capital Group, LLC

32.97K

Mar 31, 26

+260

0.02%

Camelot Portfolios, LLC

31.71K

Mar 31, 26

-12.48K

0.02%

Argentarii, LLC

31.67K

Mar 31, 26

0.02%

Atala Financial Inc

31.59K

Mar 31, 26

0.02%

Calamos Advisors LLC

31.20K

Mar 31, 26

+3.71K

0.02%

Moors & Cabot, Inc.

30.91K

Mar 31, 26

-1.50K

0.02%

Journey Advisory Group, LLC

30.00K

Mar 31, 26

0.02%

Chicago Partners Investment Group LLC

28.89K

Mar 31, 26

+947

0.02%

Wealth Advisory Solutions, LLC

27.79K

Mar 31, 26

-266.49K

0.02%

AWM CAPITAL, LLC

27.28K

Mar 31, 26

+27.28K

0.02%

PINNACLE ASSOCIATES LTD

27.26K

Mar 31, 26

+1.00K

0.02%

HighPoint Advisor Group LLC

27.20K

Mar 31, 26

0.02%

Farther Finance Advisors, LLC

27.11K

Mar 31, 26

+377

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

26.41K

Mar 31, 26

+1.43K

0.02%

NewEdge Wealth, LLC

26.10K

Mar 31, 26

-136

0.02%

JOURNEY STRATEGIC WEALTH LLC

23.87K

Mar 31, 26

-1.00K

0.01%

1900 WEALTH MANAGEMENT LLC

23.46K

Mar 31, 26

0.01%

Kestra Advisory Services, LLC

23.42K

Mar 31, 26

+1.07K

0.01%

AlphaCore Capital LLC

23.38K

Mar 31, 26

+23.38K

0.01%

Leisure Capital Management

23.29K

Mar 31, 26

0.01%

Whipplewood Advisors, LLC

22.97K

Mar 31, 26

0.01%

D.A. DAVIDSON & CO.

22.75K

Mar 31, 26

-2.00K

0.01%

Vivaldi Capital Management LP

22.03K

Mar 31, 26

0.01%

Quantinno Capital Management LP

21.77K

Mar 31, 26

+7.21K

0.01%

Creative Planning

21.55K

Mar 31, 26

-609

0.01%

Advisory Services Network, LLC

21.50K

Mar 31, 26

-16.25K

0.01%

Samalin Investment Counsel, LLC

21.22K

Mar 31, 26

-414

0.01%

JANE STREET GROUP, LLC

20.77K

Mar 31, 26

-398

0.01%

SAGESPRING WEALTH PARTNERS, LLC

20.70K

Mar 31, 26

+20.70K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

20.40K

Mar 31, 26

+1.93K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

20.38K

Mar 31, 26

0.01%

CI Private Wealth, LLC

19.95K

Mar 31, 26

+1.32K

0.01%

HARBOUR INVESTMENTS, INC.

19.88K

Mar 31, 26

+3.85K

0.01%

Parkside Investments, LLC

18.05K

Mar 31, 26

-400

0.01%

PIN OAK INVESTMENT ADVISORS INC

17.92K

Mar 31, 26

-940

0.01%

Csenge Advisory Group

17.86K

Mar 31, 26

+2.51K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

17.71K

Mar 31, 26

+1.50K

0.01%

North Capital, Inc.

17.55K

Mar 31, 26

-87

0.01%

Parallel Advisors, LLC

17.50K

Mar 31, 26

0.01%

Waterloo Capital, L.P.

17.34K

Mar 31, 26

-110

0.01%

CITADEL ADVISORS LLC

17.27K

Mar 31, 26

+17.27K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

17.13K

Mar 31, 26

0.01%

DAYMARK WEALTH PARTNERS, LLC

16.93K

Mar 31, 26

0.01%

Princeton Global Asset Management LLC

16.87K

Mar 31, 26

-420

0.01%

Private Advisor Group, LLC

16.83K

Mar 31, 26

+294

0.01%

Griffith & Werner, Inc.

16.17K

Mar 31, 26

0.01%

Sanctuary Advisors, LLC

15.36K

Mar 31, 26

+1.52K

0.01%

Gruss & Co., LLC

15.09K

Mar 31, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.84K

Mar 31, 26

-5.79K

0.01%

DAVENPORT & Co LLC

14.44K

Mar 31, 26

+41

0.01%

Platform Technology Partners

14.25K

Mar 31, 26

-163

0.01%

GUYASUTA INVESTMENT ADVISORS INC

14.24K

Mar 31, 26

+14.24K

0.01%

WealthTrust Axiom LLC

13.50K

Mar 31, 26

0.01%

Intellectus Partners, LLC

13.25K

Mar 31, 26

0.01%

Fidelis Capital Partners, LLC

12.84K

Mar 31, 26

+168

0.01%

Geneos Wealth Management Inc.

12.83K

Mar 31, 26

+207

0.01%

Saba Capital Management, L.P.

12.65K

Mar 31, 26

-126.60K

0.01%

FIRST FOUNDATION ADVISORS

12.61K

Mar 31, 26

0.01%

CHAPMAN FINANCIAL GROUP, LLC

12.60K

Mar 31, 26

0.01%

Apollon Wealth Management, LLC

12.39K

Mar 31, 26

+17

0.01%

Equitable Holdings, Inc.

12.24K

Mar 31, 26

+2.13K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

12.02K

Mar 31, 26

-27.96K

0.01%

Rockwood Wealth Management, LLC

11.78K

Mar 31, 26

-755

0.01%

Concurrent Investment Advisors, LLC

11.55K

Mar 31, 26

-399

0.01%

Tranquility Partners, LLC

11.45K

Mar 31, 26

+333

0.01%

Fortis Capital Management LLC

11.43K

Mar 31, 26

+1.40K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

11.39K

Mar 31, 26

+105

0.01%

JSF Financial, LLC

11.14K

Mar 31, 26

-22

0.01%

Hilltop Holdings Inc.

10.73K

Mar 31, 26

-2.66K

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

10.68K

Mar 31, 26

+10.68K

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

10.42K

Mar 31, 26

+20

0.01%

AQR CAPITAL MANAGEMENT LLC

10.41K

Mar 31, 26

+10.41K

0.01%

Ausdal Financial Partners, Inc.

10.39K

Mar 31, 26

-1.77K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

10.22K

Mar 31, 26

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

10.20K

Mar 31, 26

0.01%

LaSalle St. Investment Advisors, LLC

10.15K

Mar 31, 26

+10.15K

0.01%

Sollinda Capital Management LLC

10.00K

Mar 31, 26

0.01%

Wellington Shields & Co., LLC

7.94K

Mar 31, 26

-2

0.00%

CHILTON CAPITAL MANAGEMENT LLC

6.00K

Mar 31, 26

-1.00K

0.00%

NATIONAL BANK OF CANADA /FI/

6.00K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.92K

Mar 31, 26

0.00%

MAI Capital Management

4.72K

Mar 31, 26

0.00%

BlackRock, Inc.

4.27K

Mar 31, 26

-1.09K

0.00%

Tanglewood Legacy Advisors, LLC

3.34K

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

2.89K

Mar 31, 26

-1.40K

0.00%

SRS Capital Advisors, Inc.

2.67K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

2.60K

Mar 31, 26

0.00%

BESSEMER GROUP INC

2.51K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

2.35K

Mar 31, 26

+24

0.00%

Clearstead Advisors, LLC

2.35K

Mar 31, 26

0.00%

Wellington Shields Capital Management, LLC

2.22K

Mar 31, 26

0.00%

CWM, LLC

2.21K

Mar 31, 26

0.00%

GROUP ONE TRADING, L.P.

1.84K

Mar 31, 26

+1.84K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.82K

Mar 31, 26

0.00%

Community Financial Services Group, LLC

1.80K

Mar 31, 26

+1.80K

0.00%

Salomon & Ludwin, LLC

1.65K

Mar 31, 26

0.00%

IFP Advisors, Inc

1.34K

Mar 31, 26

-117

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.27K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

1.20K

Mar 31, 26

+1.20K

0.00%

ROTHSCHILD INVESTMENT LLC

1.18K

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

1.14K

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.00K

Mar 31, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

1.00K

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

1.00K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

900

Mar 31, 26

0.00%

ASSETMARK, INC

762

Mar 31, 26

+29

0.00%

FINANCIAL CONSULATE, INC

750

Mar 31, 26

0.00%

Chung Wu Investment Group, LLC

719

Mar 31, 26

0.00%

Olistico Wealth, LLC

620

Mar 31, 26

0.00%

Sound Income Strategies, LLC

575

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

516

Mar 31, 26

+13

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

500

Mar 31, 26

+500

0.00%

Golden State Wealth Management, LLC

500

Mar 31, 26

-269

0.00%

Westside Investment Management, Inc.

422

Mar 31, 26

0.00%

Larson Financial Group LLC

386

Mar 31, 26

0.00%

Hilltop National Bank

380

Mar 31, 26

-400

0.00%

TRUST CO OF TOLEDO NA /OH/

359

Mar 31, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

325

Mar 31, 26

0.00%

Mountain Hill Investment Partners Corp.

311

Mar 31, 26

-995

0.00%

JONES FINANCIAL COMPANIES LLLP

250

Mar 31, 26

-4.07K

0.00%

Strategic Wealth Partners, Ltd.

242

Mar 31, 26

0.00%

Avion Wealth

229

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

100

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

-2.11K

0.00%

Golden State Equity Partners

Mar 31, 26

+80

0.00%

Truvestments Capital LLC

Mar 31, 26

0.00%

Allworth Financial LP

Mar 31, 26

-3.10K

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

0.00%

IFC Advisors LLC

Mar 31, 26

-16.91K

CERTUITY, LLC

Mar 31, 26

-13.53K

National Wealth Management Group, LLC

Mar 31, 26

-13.76K

EASTERN BANK

Mar 31, 26

-1.80K

Cape Investment Advisory, Inc.

Mar 31, 26

-3.42K

Caitlin John, LLC

Mar 31, 26

-1.32K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-152.75K

Verition Fund Management LLC

Mar 31, 26

-169.18K

HRT FINANCIAL LP

Mar 31, 26

-11.55K

Matisse Capital

Mar 31, 26

-222.84K

Tower Research Capital LLC (TRC)

Mar 31, 26

-2

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-22.79K

Ronald Blue Trust, Inc.

Mar 31, 26

-32

BANK OF AMERICA CORP /DE/

4.75M

Dec 31, 25

+505.71K

2.81%

ZAZOVE ASSOCIATES LLC

414.96K

Dec 31, 25

+27.00K

0.25%

NewEdge Advisors, LLC

193.09K

Dec 31, 25

+90.90K

0.11%

COMERICA BANK

105.77K

Dec 31, 25

+7.21K

0.06%

Concorde Asset Management, LLC

45.52K

Dec 31, 25

+8.06K

0.03%

PURE PORTFOLIOS HOLDINGS LLC

33.16K

Dec 31, 25

+570

0.02%

LEIGH BALDWIN & CO., LLC

26.95K

Dec 31, 25

+1.88K

0.02%

Ariadne Wealth Management, LP

21.30K

Dec 31, 25

0.01%

GLENMEDE TRUST CO NA

12.90K

Dec 31, 25

+12.90K

0.01%

PVG ASSET MANAGEMENT CORP

12.32K

Dec 31, 25

-6.90K

0.01%

CIBC Private Wealth Group, LLC

5.78K

Dec 31, 25

+38

0.00%

Northwest Capital Management Inc

2.20K

Dec 31, 25

0.00%

Sunbelt Securities, Inc.

1.82K

Dec 31, 25

0.00%

ORG Partners LLC

430

Dec 31, 25

0.00%

SOA Wealth Advisors, LLC.

Dec 31, 25

-78

Asset Dedication, LLC

Dec 31, 25

-254

WETHERBY ASSET MANAGEMENT INC

133.67K

Sep 30, 25

+50.00K

0.08%

Moloney Securities Asset Management, LLC

104.15K

Sep 30, 25

+10.28K

0.06%

WNY Asset Management, LLC

98.94K

Sep 30, 25

-87.83K

0.06%

Stonegate Investment Group, LLC

83.13K

Sep 30, 25

+7.70K

0.05%

Sonora Investment Management Group, LLC

52.92K

Sep 30, 25

-2.10K

0.03%

Sheets Smith Investment Management

19.22K

Sep 30, 25

+19.22K

0.01%

Glenmede Investment Management, LP

12.90K

Sep 30, 25

-4

0.01%

FSA Wealth Management LLC

3.10K

Sep 30, 25

0.00%

Good Life Advisors, LLC

56.61K

Jun 30, 25

+1.35K

0.03%

First National Bank of Mount Dora, Trust Investment Services

10.40K

Jun 30, 25

0.01%

SCHNIEDERS CAPITAL MANAGEMENT LLC

10.02K

Jun 30, 25

0.01%

CAROLINAS WEALTH CONSULTING LLC

817

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

-400

Schechter Investment Advisors, LLC

Mar 31, 25

-31.58K

Tallon Kerry Patrick

76.83K

Dec 31, 24

+76.83K

0.05%

Bison Wealth, LLC

10.16K

Dec 31, 24

-22.53K

0.01%

RAYMOND JAMES & ASSOCIATES

2.11M

Sep 30, 24

-475.72K

1.25%

Raymond James Financial Services Advisors, Inc.

479.61K

Sep 30, 24

+30.64K

0.28%

First Trust Investment Solutions L.P.

16.17K

Sep 30, 24

+16.17K

0.01%

M&R CAPITAL MANAGEMENT INC

550

Sep 30, 24

0.00%

Private Wealth Strategies, L.L.C.

128.95K

Jun 30, 24

-988

0.08%

ICA Group Wealth Management, LLC

625

Jun 30, 24

-300

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

323

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

5.84M

Mar 31, 24

-1.20M

3.45%

Cetera Advisors LLC

13.67K

Mar 31, 24

+13.67K

0.01%

Cutler Group LLC / CA

Mar 31, 24

-1.40K

WEALTHSOURCE PARTNERS, LLC

10.24K

Dec 31, 23

-1.17K

0.01%

Claybrook Capital, LLC

121.49K

Sep 30, 23

0.07%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

82.37K

Sep 30, 23

+1.26K

0.05%

PATHSTONE FAMILY OFFICE, LLC

15.97K

Sep 30, 23

+14

0.01%

Johnson Midwest Financial, LLC

1.10K

Sep 30, 23

0.00%

AJ WEALTH STRATEGIES, LLC

43.93K

Jun 30, 23

+1.07K

0.03%

First Capital Advisors Group, LLC.

12.17K

Jun 30, 23

0.01%

OTA Financial Group L.P.

Jun 30, 23

-62.56K

Ahrens Investment Partners LLC

500

Mar 31, 23

+500

0.00%

Claraphi Advisory Network, LLC

56.30K

Dec 31, 22

+33.47K

0.03%

CFO4Life, L.P.

22.14K

Dec 31, 22

+22.14K

0.01%

REGENTATLANTIC CAPITAL LLC

25.29K

Sep 30, 22

0.01%

American Portfolios Advisors

7.22K

Sep 30, 22

+4.70K

0.00%

Jefferies Group LLC

Sep 30, 22

-13.22K

Kore Private Wealth LLC

Sep 30, 22

-21.70K

B. Riley Wealth Management, Inc.

151.62K

Jun 30, 22

+90.43K

0.09%

6 Meridian

40.82K

Dec 31, 21

-349.02K

0.02%

Mosaic Family Wealth, LLC

22.80K

Dec 31, 21

+19

0.01%

NEXT Financial Group, Inc

22.75K

Dec 31, 21

-1.12K

0.01%

Carroll Financial Associates, Inc.

1.00K

Dec 31, 21

-130

0.00%

Sonora Investment Management, LLC

56.38K

Sep 30, 21

-21.40K

0.03%

BBVA USA

143

Sep 30, 21

0.00%

USCA RIA LLC

48.98K

Jun 30, 21

0.03%

Pinnacle Wealth Advisors

2.25K

Jun 30, 21

+2.25K

0.00%

Hoover Financial Advisors, Inc.

950

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

+60

0.00%

Winslow, Evans & Crocker, Inc.

6.88K

Dec 31, 20

+6.38K

0.00%

First Allied Advisory Services, Inc.

34.72K

Sep 30, 20

-5.08K

0.02%

Cornerstone Advisors, Inc.

31.96K

Sep 30, 20

-97

0.02%

Willingdon Wealth Management

Mar 31, 20

-2.20K

Jackson Financial Management

598.72K

Dec 31, 19

-142.75K

0.35%

Whitnell & Co.

193.11K

Dec 31, 19

-75.90K

0.11%

Advisor Group, Inc.

80.21K

Dec 31, 19

+9.87K

0.05%

LADENBURG THALMANN FINANCIAL SERVICES INC.

34.12K

Dec 31, 19

+449

0.02%

Glacier Peak Capital LLC

257.06K

Sep 30, 19

+257.06K

0.15%

BB&T SECURITIES, LLC

137.53K

Sep 30, 19

-56.84K

0.08%

Premia Global Advisors, LLC

17.10K

Sep 30, 19

-10.59K

0.01%

SUNTRUST BANKS INC

15.93K

Sep 30, 19

-879

0.01%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

700

Sep 30, 19

0.00%

HL FINANCIAL SERVICES LLC

359.08K

Mar 31, 19

-28.88K

0.21%

NEXT Financial Holdings

190

Mar 31, 19

+190

0.00%

Horizon Kinetics LLC

316.56K

Dec 31, 18

-28.86K

0.19%

CEDAR HILL ASSOCIATES, LLC

227.75K

Dec 31, 18

-321.29K

0.13%

Signature Financial Management, Inc.

86.57K

Dec 31, 18

-65.64K

0.05%

Edge Advisors, LLC

15.92K

Jun 30, 18

+3.78K

0.01%

YORKVILLE CAPITAL MANAGEMENT, LLC

15.06K

Dec 31, 17

+15.06K

0.01%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-17.97K

Jacobus Wealth Management, Inc.

135.72K

Sep 30, 17

+14.81K

0.08%

Acrospire Investment Management LLC

Sep 30, 17

-100

Commonwealth Equity Services, Inc

257.19K

Jun 30, 17

+3.92K

0.15%

Geneva Advisors, LLC

19.57K

Jun 30, 17

-732

0.01%

WFG Advisors, LP

1.92K

Jun 30, 17

+303

0.00%

VECTOR WEALTH MANAGEMENT, LLC

210.49K

Dec 31, 16

-71.95K

0.12%

MSI Financial Services Inc

13.37K

Dec 31, 16

-910

0.01%

CG Asset Management LLC

10.00K

Dec 31, 16

+10.00K

0.01%

Stanford Investment Group, Inc.

1.15K

Dec 31, 16

0.00%

BlackRock Investment Management, LLC

350

Dec 31, 16

+350

0.00%

Lebenthal Holdings,LLC

10.10K

Jun 30, 16

+10.10K

0.01%

Gupta Wealth Management LLC

4.38K

Mar 31, 16

+4.38K

0.00%

APPALOOSA MANAGEMENT LP

1.01M

Dec 31, 15

+1.01M

0.60%

STRATTON MANAGEMENT CO

155.25K

Dec 31, 15

-9.58K

0.09%

Fusion Investment Group, LLC

13.34K

Dec 31, 15

+13.34K

0.01%

Pinnacle Summer Investments, Inc.

202

Dec 31, 15

-4.25K

0.00%

Aris Wealth Services, Inc.

126.98K

Sep 30, 15

+6.21K

0.08%

TRIANGLE PEAK PARTNERS, LP

60.02K

Sep 30, 15

+31.63K

0.04%

CITY NATIONAL BANK

27.56K

Sep 30, 15

-35.45K

0.02%

Samson Capital Advisors LLC

26.71K

Sep 30, 15

+26.71K

0.02%

Highmount Capital, LLC

499.81K

Jun 30, 15

+8.41K

0.30%

COHEN & STEERS CAPITAL MANAGEMENT INC

448.90K

Mar 31, 15

+448.90K

0.27%

BAIRD ROBERT W & CO INC /WI/

72.16K

Mar 31, 15

-1.08K

0.04%

BOSTON PRIVATE BANK & TRUST CO

16.50K

Mar 31, 15

+4.50K

0.01%

STANCORP INVESTMENT ADVISERS INC

818

Mar 31, 15

0.00%

Placemark Investments, Inc.

29.23K

Dec 31, 14

+594

0.02%

Keel Point Advisors, LLC

7.40K

Dec 31, 14

+7.40K

0.00%

SHAPIRO ROBERT N

4.19K

Dec 31, 14

0.00%

NEW ENGLAND SECURITIES CORP /MA/

520

Dec 31, 14

-975

0.00%

Gary Goldberg Planning Services Inc

500

Dec 31, 14

0.00%

UBS AG

1.15M

Sep 30, 14

+124.57K

0.68%

1919 Investment Counsel, LLC

2.71K

Sep 30, 14

-1.31K

0.00%

Stifel Trust Company, N.A.

2.68K

Sep 30, 14

+526

0.00%

OTA LLC

11.64K

Jun 30, 14

+11.64K

0.01%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-8.62K

CHARTWELL INVESTMENT PARTNERS/PA

96.00K

Mar 31, 14

+805

0.06%

Jane Street Holding, LLC

31.89K

Dec 31, 13

+17.68K

0.02%

STIFEL NICOLAUS & CO INC \MO\

32.03K

Sep 30, 13

+8.55K

0.02%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-8.42K

First Allied Securities, Inc.

34.92K

Jun 30, 12

+510

0.02%

NOLLENBERGER CAPITAL PARTNERS INC

1.50K

Dec 31, 10

-285

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

213.33K

Jun 30, 10

+34.63K

0.13%

RBC Dominion Securities Inc.

1.50K

Dec 31, 08

+1.50K

0.00%

WEISS ANDREW M

Sep 30, 07

-700