Kayne Anderson Energy Infrastructure Fund Inc.(KYN)

$13.83—Stale · unknown old

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Kayne Anderson Energy Infrastructure Fund Inc.(KYN)

NYSE • Last print unknown ago

$13.83—Stale · unknown old

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KYN(KYN)

KYN

Institutional Ownership

Top 411 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	10.41M	Jun 30, 26	+556.18K	6.15%
BANK OF AMERICA CORP /DE/	4.48M	Jun 30, 26	-119.74K	2.65%
Cetera Investment Advisers	3.63M	Jun 30, 26	-255.05K	2.15%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	3.58M	Jun 30, 26	+876.91K	2.12%
WELLS FARGO & COMPANY/MN	3.22M	Jun 30, 26	+56.60K	1.90%
BROWN ADVISORY INC	2.70M	Jun 30, 26	+5.50K	1.60%
RAYMOND JAMES FINANCIAL INC	2.40M	Jun 30, 26	-103.98K	1.42%
TERRIL BROTHERS, INC.	1.97M	Jun 30, 26	+499.69K	1.16%
Advisors Asset Management, Inc.	1.91M	Jun 30, 26	-3.71K	1.13%
ROYAL BANK OF CANADA	1.85M	Jun 30, 26	-188.03K	1.10%
UBS Group AG	1.63M	Jun 30, 26	+82.40K	0.96%
Pathstone Holdings, LLC	1.52M	Jun 30, 26	+192.07K	0.90%
STIFEL FINANCIAL CORP	1.20M	Jun 30, 26	-33.48K	0.71%
ADVISOR GROUP HOLDINGS, INC.	791.70K	Jun 30, 26	+39.07K	0.47%
RIVERNORTH CAPITAL MANAGEMENT, LLC	697.20K	Jun 30, 26	+4.30K	0.41%
Cadent Capital Advisors, LLC	668.68K	Jun 30, 26	-11.63K	0.40%
Penserra Capital Management LLC	668.39K	Jun 30, 26	+25.49K	0.40%
Zimmer Partners, LP	652.50K	Jun 30, 26	+65.00K	0.39%
LPL Financial LLC	632.02K	Jun 30, 26	+20.16K	0.37%
BARD ASSOCIATES INC	624.48K	Jun 30, 26	+38.22K	0.37%
STANSBERRY ASSET MANAGEMENT, LLC	599.90K	Jun 30, 26	-26.51K	0.35%
Saba Capital Management, L.P.	550.78K	Jun 30, 26	+538.13K	0.33%
Magnus Financial Group LLC	483.51K	Jun 30, 26	+247.99K	0.29%
Summit Financial, LLC	454.62K	Jun 30, 26	-61.90K	0.27%
COMMERCE BANK	411.47K	Jun 30, 26	+87.68K	0.24%
Meridian Wealth Management, LLC	373.36K	Jun 30, 26	-35.92K	0.22%
HighTower Advisors, LLC	372.38K	Jun 30, 26	-1.02K	0.22%
Quantedge Capital Pte Ltd	335.19K	Jun 30, 26	+191.10K	0.20%
OPPENHEIMER & CO INC	332.20K	Jun 30, 26	-349	0.20%
Closed-End Fund Advisors, Inc.	311.13K	Jun 30, 26	+8.42K	0.18%
Garner Asset Management Corp	309.98K	Jun 30, 26	+3.90K	0.18%
McGowan Group Asset Management, Inc.	309.68K	Jun 30, 26	+1.50K	0.18%
FLAGSHIP HARBOR ADVISORS, LLC	307.43K	Jun 30, 26	+19.40K	0.18%
NWF Advisory Services Inc.	299.54K	Jun 30, 26	-4.16K	0.18%
Thomas J. Herzfeld Advisors, Inc.	276.10K	Jun 30, 26	+41.96K	0.16%
TSP Capital Management Group, LLC	270.52K	Jun 30, 26	--	0.16%
RFG Advisory, LLC	229.35K	Jun 30, 26	-4.57K	0.14%
COMMONWEALTH EQUITY SERVICES, LLC	227.32K	Jun 30, 26	+28.54K	0.13%
NewEdge Advisors, LLC	220.15K	Jun 30, 26	+55.64K	0.13%
Rockefeller Capital Management L.P.	214.61K	Jun 30, 26	+7.43K	0.13%
FourThought Financial Partners, LLC	210.59K	Jun 30, 26	-1.12K	0.12%
ORG Wealth Partners, LLC	198.13K	Jun 30, 26	+649	0.12%
Beverly Hills Private Wealth, LLC	190.81K	Jun 30, 26	-1.25K	0.11%
Edgemoor Investment Advisors, Inc.	186.31K	Jun 30, 26	-8.59K	0.11%
Bridgewater Advisors Inc.	176.60K	Jun 30, 26	-13.40K	0.10%
MGO ONE SEVEN LLC	172.03K	Jun 30, 26	+172.03K	0.10%
WOLVERINE ASSET MANAGEMENT LLC	166.82K	Jun 30, 26	+126.65K	0.10%
RITHOLTZ WEALTH MANAGEMENT	150.00K	Jun 30, 26	+150.00K	0.09%
FIRST TRUST ADVISORS LP	149.58K	Jun 30, 26	+10.48K	0.09%
TWO SIGMA INVESTMENTS, LP	144.30K	Jun 30, 26	--	0.09%
Cambridge Investment Research Advisors, Inc.	142.39K	Jun 30, 26	+26.62K	0.08%
Prospera Financial Services Inc	141.25K	Jun 30, 26	+32	0.08%
CALDWELL SUTTER CAPITAL, INC.	141.11K	Jun 30, 26	+34	0.08%
FIFTH THIRD BANCORP	136.87K	Jun 30, 26	+31.82K	0.08%
COHEN & STEERS, INC.	131.00K	Jun 30, 26	+25.00K	0.08%
PROMETHIUM ADVISORS,LLC	128.19K	Jun 30, 26	+940	0.08%
AG Asset Advisory, LLC	120.71K	Jun 30, 26	+9.00K	0.07%
Crusonia Wealth Advisors LLC	118.90K	Jun 30, 26	+33.16K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	116.23K	Jun 30, 26	-7.42K	0.07%
Independent Wealth Network Inc.	112.00K	Jun 30, 26	+2.07K	0.07%
Janney Montgomery Scott LLC	110.74K	Jun 30, 26	-5.26K	0.07%
Allspring Global Investments Holdings, LLC	105.37K	Jun 30, 26	+105.37K	0.06%
Collar Capital Management, LLC	102.79K	Jun 30, 26	-5.83K	0.06%
NWAM LLC	95.62K	Jun 30, 26	+13.57K	0.06%
Invesco Ltd.	94.70K	Jun 30, 26	-19.96K	0.06%
Indivisible Partners	91.26K	Jun 30, 26	+6.28K	0.05%
XTX Topco Ltd	88.66K	Jun 30, 26	+88.66K	0.05%
B. Riley Wealth Advisors, Inc.	85.21K	Jun 30, 26	-1.98K	0.05%
Aristides Capital LLC	84.29K	Jun 30, 26	+6.29K	0.05%
Secure Asset Management, LLC	79.70K	Jun 30, 26	+827	0.05%
CURA WEALTH ADVISORS, LLC	79.01K	Jun 30, 26	+9	0.05%
Post Resch Tallon Group Inc.	78.55K	Jun 30, 26	+4.15K	0.05%
JEPPSON WEALTH MANAGEMENT, LLC	75.43K	Jun 30, 26	-547	0.04%
TRUIST FINANCIAL CORP	72.16K	Jun 30, 26	+16.61K	0.04%
Resources Investment Advisors, LLC.	72.07K	Jun 30, 26	+72.07K	0.04%
Essex Financial Services, Inc.	70.11K	Jun 30, 26	+584	0.04%
Steward Partners Investment Advisory, LLC	69.69K	Jun 30, 26	+9.87K	0.04%
TrueMark Investments, LLC	65.28K	Jun 30, 26	+4.30K	0.04%
PFG Investments, LLC	64.44K	Jun 30, 26	+7.04K	0.04%
LAIRD NORTON TRUST COMPANY, LLC	64.41K	Jun 30, 26	--	0.04%
Pallas Capital Advisors LLC	61.69K	Jun 30, 26	--	0.04%
US BANCORP \DE\	59.03K	Jun 30, 26	--	0.03%
Baker Avenue Asset Management, LP	56.80K	Jun 30, 26	--	0.03%
Baird Financial Group, Inc.	56.57K	Jun 30, 26	+3.12K	0.03%
Colony Group, LLC	56.15K	Jun 30, 26	-3.61K	0.03%
TCTC Holdings, LLC	55.33K	Jun 30, 26	-75	0.03%
Colter Lewis Investment Partners LLC	54.02K	Jun 30, 26	+40.24K	0.03%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	49.34K	Jun 30, 26	+894	0.03%
Mutual Advisors, LLC	48.53K	Jun 30, 26	+10	0.03%
MONETARY MANAGEMENT GROUP INC	48.25K	Jun 30, 26	--	0.03%
Mariner, LLC	48.09K	Jun 30, 26	+109	0.03%
Manhattan West Asset Management, LLC	48.04K	Jun 30, 26	-3.60K	0.03%
Eagle Bluffs Wealth Management LLC	46.54K	Jun 30, 26	--	0.03%
Waverly Advisors, LLC	46.47K	Jun 30, 26	-119	0.03%
Concorde Asset Management, LLC	46.17K	Jun 30, 26	+1.16K	0.03%
UHLMANN PRICE SECURITIES, LLC	45.77K	Jun 30, 26	+12.41K	0.03%
Koshinski Asset Management, Inc.	44.77K	Jun 30, 26	--	0.03%
JOHNSON INVESTMENT COUNSEL INC	44.05K	Jun 30, 26	+783	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	40.65K	Jun 30, 26	-580	0.02%
GUGGENHEIM CAPITAL LLC	40.37K	Jun 30, 26	-60.53K	0.02%
CreativeOne Wealth, LLC	40.08K	Jun 30, 26	+3.77K	0.02%
Operose Advisors LLC	38.15K	Jun 30, 26	--	0.02%
Visionary Wealth Advisors	36.90K	Jun 30, 26	-295.31K	0.02%
BHK Investment Advisors, LLC	36.50K	Jun 30, 26	--	0.02%
Hickory Point Bank & Trust	36.25K	Jun 30, 26	-8.50K	0.02%
MISSION WEALTH MANAGEMENT, LP	35.68K	Jun 30, 26	--	0.02%
Cornerstone Advisory, LLC	35.29K	Jun 30, 26	-292	0.02%
CHOREO, LLC	34.58K	Jun 30, 26	+561	0.02%
CAPTRUST FINANCIAL ADVISORS	34.36K	Jun 30, 26	-10.36K	0.02%
NORTHERN TRUST CORP	34.30K	Jun 30, 26	-7.49K	0.02%
Calamos Advisors LLC	33.43K	Jun 30, 26	+2.23K	0.02%
Centurion Wealth Management LLC	33.02K	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	32.32K	Jun 30, 26	-12.22K	0.02%
LEIGH BALDWIN & CO., LLC	31.86K	Jun 30, 26	+2.38K	0.02%
Cerity Partners LLC	31.75K	Jun 30, 26	-1.86K	0.02%
Argentarii, LLC	31.67K	Jun 30, 26	--	0.02%
Atala Financial Inc	31.38K	Jun 30, 26	-211	0.02%
Camelot Portfolios, LLC	31.15K	Jun 30, 26	-561	0.02%
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	30.42K	Jun 30, 26	+1.49K	0.02%
Journey Advisory Group, LLC	30.00K	Jun 30, 26	--	0.02%
Chicago Partners Investment Group LLC	29.42K	Jun 30, 26	+532	0.02%
Moors & Cabot, Inc.	28.16K	Jun 30, 26	-2.75K	0.02%
CI Private Wealth, LLC	27.42K	Jun 30, 26	+7.47K	0.02%
AWM CAPITAL, LLC	27.28K	Jun 30, 26	+1	0.02%
HighPoint Advisor Group LLC	27.20K	Jun 30, 26	--	0.02%
Farther Finance Advisors, LLC	26.74K	Jun 30, 26	-368	0.02%
NewEdge Wealth, LLC	26.18K	Jun 30, 26	+77	0.02%
MAI Capital Management	25.73K	Jun 30, 26	+21.00K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	24.34K	Jun 30, 26	+12.32K	0.01%
ENVESTNET ASSET MANAGEMENT INC	24.11K	Jun 30, 26	-35.33K	0.01%
1900 WEALTH MANAGEMENT LLC	23.46K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	23.38K	Jun 30, 26	--	0.01%
Leisure Capital Management	23.29K	Jun 30, 26	--	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23.23K	Jun 30, 26	-3.19K	0.01%
D.A. DAVIDSON & CO.	23.15K	Jun 30, 26	+400	0.01%
Wealth Advisory Solutions, LLC	22.94K	Jun 30, 26	-4.86K	0.01%
Samalin Investment Counsel, LLC	22.73K	Jun 30, 26	+1.52K	0.01%
Parkside Investments, LLC	22.29K	Jun 30, 26	+4.24K	0.01%
Quantinno Capital Management LP	21.53K	Jun 30, 26	-237	0.01%
SAGESPRING WEALTH PARTNERS, LLC	21.49K	Jun 30, 26	+786	0.01%
Ariadne Wealth Management, LP	21.30K	Jun 30, 26	--	0.01%
Almitas Capital LLC	20.80K	Jun 30, 26	+20.80K	0.01%
HOLLENCREST CAPITAL MANAGEMENT	20.38K	Jun 30, 26	--	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	20.07K	Jun 30, 26	-326	0.01%
HARBOUR INVESTMENTS, INC.	19.95K	Jun 30, 26	+70	0.01%
Csenge Advisory Group	19.29K	Jun 30, 26	+1.44K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	19.21K	Jun 30, 26	+19.21K	0.01%
Creative Planning	19.05K	Jun 30, 26	-2.50K	0.01%
Kestra Advisory Services, LLC	18.68K	Jun 30, 26	-4.74K	0.01%
Blueprint Financial Advisors LLC	18.62K	Jun 30, 26	+18.62K	0.01%
Blueprint Investment Partners LLC	18.62K	Jun 30, 26	+18.62K	0.01%
SRS Capital Advisors, Inc.	18.55K	Jun 30, 26	+15.88K	0.01%
Signet Private Wealth LLC	18.54K	Jun 30, 26	-17.05K	0.01%
PINNACLE ASSOCIATES LTD	18.38K	Jun 30, 26	-8.88K	0.01%
Waterloo Capital, L.P.	17.93K	Jun 30, 26	+592	0.01%
Private Advisor Group, LLC	17.93K	Jun 30, 26	+1.10K	0.01%
PIN OAK INVESTMENT ADVISORS INC	17.92K	Jun 30, 26	--	0.01%
North Capital, Inc.	17.55K	Jun 30, 26	--	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17.29K	Jun 30, 26	+164	0.01%
Jefferies Financial Group Inc.	17.23K	Jun 30, 26	+17.23K	0.01%
DAYMARK WEALTH PARTNERS, LLC	16.93K	Jun 30, 26	--	0.01%
Princeton Global Asset Management LLC	16.87K	Jun 30, 26	--	0.01%
Advisory Services Network, LLC	16.50K	Jun 30, 26	-5.00K	0.01%
Griffith & Werner, Inc.	16.17K	Jun 30, 26	--	0.01%
Arlington Capital Management, Inc.	16.01K	Jun 30, 26	+16.01K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	16.01K	Jun 30, 26	-1.70K	0.01%
Sanctuary Advisors, LLC	15.36K	Jun 30, 26	+3	0.01%
SMITH, MOORE & CO.	15.20K	Jun 30, 26	+15.20K	0.01%
Gruss & Co., LLC	15.09K	Jun 30, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.87K	Jun 30, 26	+30	0.01%
BI Asset Management Fondsmaeglerselskab A/S	14.76K	Jun 30, 26	-82.56K	0.01%
STEPHENS INC /AR/	14.35K	Jun 30, 26	+14.35K	0.01%
Platform Technology Partners	14.25K	Jun 30, 26	--	0.01%
DAVENPORT & Co LLC	14.15K	Jun 30, 26	-283	0.01%
Ameritas Advisory Services, LLC	13.96K	Jun 30, 26	+13.96K	0.01%
DECISION INVESTMENTS, INC	13.87K	Jun 30, 26	--	0.01%
Rockwood Wealth Management, LLC	13.68K	Jun 30, 26	+1.90K	0.01%
WealthTrust Axiom LLC	13.50K	Jun 30, 26	--	0.01%
Intellectus Partners, LLC	13.25K	Jun 30, 26	--	0.01%
CITADEL ADVISORS LLC	13.14K	Jun 30, 26	-4.13K	0.01%
Geneos Wealth Management Inc.	13.06K	Jun 30, 26	+226	0.01%
GLENMEDE TRUST CO NA	12.90K	Jun 30, 26	--	0.01%
Fidelis Capital Partners, LLC	12.85K	Jun 30, 26	+13	0.01%
FIRST FOUNDATION ADVISORS	12.61K	Jun 30, 26	--	0.01%
CHAPMAN FINANCIAL GROUP, LLC	12.60K	Jun 30, 26	--	0.01%
Apollon Wealth Management, LLC	12.41K	Jun 30, 26	+17	0.01%
Avidian Wealth Solutions, LLC	12.38K	Jun 30, 26	+12.38K	0.01%
Equitable Holdings, Inc.	11.66K	Jun 30, 26	-581	0.01%
Concurrent Investment Advisors, LLC	11.65K	Jun 30, 26	+103	0.01%
Fortis Capital Management LLC	11.64K	Jun 30, 26	+211	0.01%
Tranquility Partners, LLC	11.45K	Jun 30, 26	--	0.01%
JSF Financial, LLC	11.33K	Jun 30, 26	+181	0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC	11.12K	Jun 30, 26	+703	0.01%
IFC Advisors LLC	10.86K	Jun 30, 26	+10.86K	0.01%
KING LUTHER CAPITAL MANAGEMENT CORP	10.68K	Jun 30, 26	--	0.01%
Ausdal Financial Partners, Inc.	10.41K	Jun 30, 26	+15	0.01%
First National Bank of Mount Dora, Trust Investment Services	10.40K	Jun 30, 26	--	0.01%
Hilltop Holdings Inc.	10.36K	Jun 30, 26	-373	0.01%
Parallel Advisors, LLC	10.30K	Jun 30, 26	-7.20K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	10.22K	Jun 30, 26	--	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	10.20K	Jun 30, 26	--	0.01%
FAIRFIELD, BUSH & CO.	10.00K	Jun 30, 26	+10.00K	0.01%
Sollinda Capital Management LLC	10.00K	Jun 30, 26	--	0.01%
Modern Wealth Management, LLC	10.00K	Jun 30, 26	+10.00K	0.01%
Integrated Wealth Concepts LLC	9.52K	Jun 30, 26	+9.52K	0.01%
Wellington Shields & Co., LLC	7.94K	Jun 30, 26	--	0.00%
BlackRock, Inc.	7.07K	Jun 30, 26	+2.80K	0.00%
NATIONAL BANK OF CANADA /FI/	6.60K	Jun 30, 26	+600	0.00%
CHILTON CAPITAL MANAGEMENT LLC	6.00K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.63K	Jun 30, 26	-290	0.00%
IFG Advisory, LLC	3.50K	Jun 30, 26	+3.50K	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3.40K	Jun 30, 26	+2.90K	0.00%
Tanglewood Legacy Advisors, LLC	3.34K	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	3.06K	Jun 30, 26	+3.06K	0.00%
JPMORGAN CHASE & CO	2.78K	Jun 30, 26	-118	0.00%
Parkside Financial Bank & Trust	2.60K	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	2.51K	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	2.38K	Jun 30, 26	+25	0.00%
Clearstead Advisors, LLC	2.35K	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	2.33K	Jun 30, 26	+2.33K	0.00%
Wellington Shields Capital Management, LLC	2.22K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	2.19K	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	2.14K	Jun 30, 26	+1.00K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.82K	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	1.80K	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	1.65K	Jun 30, 26	--	0.00%
LRI Investments, LLC	1.64K	Jun 30, 26	+1.64K	0.00%
Avalon Trust Co	1.52K	Jun 30, 26	+1.52K	0.00%
GILPIN WEALTH MANAGEMENT, LLC	1.37K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.34K	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	1.27K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.20K	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	1.18K	Jun 30, 26	--	0.00%
ASSETMARK, INC	1.07K	Jun 30, 26	+308	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1.00K	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	1.00K	Jun 30, 26	+1.00K	0.00%
BRYN MAWR TRUST Co	1.00K	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.00K	Jun 30, 26	--	0.00%
Anchor Investment Management, LLC	900	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	750	Jun 30, 26	--	0.00%
Chung Wu Investment Group, LLC	719	Jun 30, 26	--	0.00%
Olistico Wealth, LLC	620	Jun 30, 26	--	0.00%
Allworth Financial LP	610	Jun 30, 26	+550	0.00%
Key Capital Management, INC	575	Jun 30, 26	+575	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	522	Jun 30, 26	+6	0.00%
Golden State Wealth Management, LLC	500	Jun 30, 26	--	0.00%
Burnham & Co LLC	500	Jun 30, 26	+500	0.00%
Westside Investment Management, Inc.	422	Jun 30, 26	--	0.00%
Larson Financial Group LLC	386	Jun 30, 26	--	0.00%
Hilltop National Bank	380	Jun 30, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	359	Jun 30, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	325	Jun 30, 26	--	0.00%
Mountain Hill Investment Partners Corp.	317	Jun 30, 26	+6	0.00%
GROUP ONE TRADING, L.P.	308	Jun 30, 26	-1.53K	0.00%
Strategic Wealth Partners, Ltd.	242	Jun 30, 26	--	0.00%
Avion Wealth	233	Jun 30, 26	+4	0.00%
Vision Retirement, LLC	177	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	166	Jun 30, 26	+166	0.00%
CX Institutional	149	Jun 30, 26	+149	0.00%
Delos Wealth Advisors, LLC	125	Jun 30, 26	+125	0.00%
1620 INVESTMENT ADVISORS, INC.	100	Jun 30, 26	--	0.00%
ENTRUST FINANCIAL LLC	77	Jun 30, 26	--	0.00%
Truvestments Capital LLC	68	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	57	Jun 30, 26	+57	0.00%
CITIGROUP INC	55	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	9	Jun 30, 26	--	0.00%
ZAZOVE ASSOCIATES LLC	--	Jun 30, 26	-414.96K	--
Navis Wealth Advisors, LLC	--	Jun 30, 26	-72.41K	--
KAYNE ANDERSON CAPITAL ADVISORS LP	--	Jun 30, 26	-808.75K	--
LaSalle St. Investment Advisors, LLC	--	Jun 30, 26	-10.15K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-250	--
Sound Income Strategies, LLC	--	Jun 30, 26	-575	--
Whipplewood Advisors, LLC	--	Jun 30, 26	-22.97K	--
Western Wealth Management, LLC	--	Jun 30, 26	-838	--
Lido Advisors, LLC	--	Jun 30, 26	-343.77K	--
Golden State Equity Partners	--	Jun 30, 26	-80	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-20.77K	--
SANDERS MORRIS HARRIS LLC	--	Jun 30, 26	-61.20K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-77.77K	--
GUYASUTA INVESTMENT ADVISORS INC	--	Jun 30, 26	-14.24K	--
AQR CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-10.41K	--
EVOLVE PRIVATE WEALTH, LLC	--	Jun 30, 26	-10.62K	--
HB Wealth Management, LLC	--	Jun 30, 26	-44.42K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Jun 30, 26	-11.39K	--
Deeter Investments LLP	129.31K	Mar 31, 26	--	0.08%
Catalina Capital Group, LLC	32.97K	Mar 31, 26	+260	0.02%
JOURNEY STRATEGIC WEALTH LLC	23.87K	Mar 31, 26	-1.00K	0.01%
Vivaldi Capital Management LP	22.03K	Mar 31, 26	--	0.01%
CWM, LLC	2.21K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	1.82K	Mar 31, 26	--	0.00%
COMERICA BANK	105.77K	Dec 31, 25	+7.21K	0.06%
PURE PORTFOLIOS HOLDINGS LLC	33.16K	Dec 31, 25	+570	0.02%
CIBC Private Wealth Group, LLC	5.78K	Dec 31, 25	+38	0.00%
Northwest Capital Management Inc	2.20K	Dec 31, 25	--	0.00%
ORG Partners LLC	430	Dec 31, 25	--	0.00%
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%
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%
SCHNIEDERS CAPITAL MANAGEMENT LLC	10.02K	Jun 30, 25	+3	0.01%
CAROLINAS WEALTH CONSULTING LLC	817	Mar 31, 25	--	0.00%
Schechter Investment Advisors, LLC	--	Mar 31, 25	-31.58K	--
Lindbrook Capital, LLC	--	Mar 31, 25	-400	--
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%
Kore Private Wealth LLC	--	Sep 30, 22	-21.70K	--
Jefferies Group LLC	--	Sep 30, 22	-13.22K	--
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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Today's biggest gainers and losers

Holder

Date

Change

% Held

MORGAN STANLEY

10.41M

Jun 30, 26

+556.18K

6.15%

BANK OF AMERICA CORP /DE/

4.48M

Jun 30, 26

-119.74K

2.65%

Cetera Investment Advisers

3.63M

Jun 30, 26

-255.05K

2.15%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

3.58M

Jun 30, 26

+876.91K

2.12%

WELLS FARGO & COMPANY/MN

3.22M

Jun 30, 26

+56.60K

1.90%

BROWN ADVISORY INC

2.70M

Jun 30, 26

+5.50K

1.60%

RAYMOND JAMES FINANCIAL INC

2.40M

Jun 30, 26

-103.98K

1.42%

TERRIL BROTHERS, INC.

1.97M

Jun 30, 26

+499.69K

1.16%

Advisors Asset Management, Inc.

1.91M

Jun 30, 26

-3.71K

1.13%

ROYAL BANK OF CANADA

1.85M

Jun 30, 26

-188.03K

1.10%

UBS Group AG

1.63M

Jun 30, 26

+82.40K

0.96%

Pathstone Holdings, LLC

1.52M

Jun 30, 26

+192.07K

0.90%

STIFEL FINANCIAL CORP

1.20M

Jun 30, 26

-33.48K

0.71%

ADVISOR GROUP HOLDINGS, INC.

791.70K

Jun 30, 26

+39.07K

0.47%

RIVERNORTH CAPITAL MANAGEMENT, LLC

697.20K

Jun 30, 26

+4.30K

0.41%

Cadent Capital Advisors, LLC

668.68K

Jun 30, 26

-11.63K

0.40%

Penserra Capital Management LLC

668.39K

Jun 30, 26

+25.49K

0.40%

Zimmer Partners, LP

652.50K

Jun 30, 26

+65.00K

0.39%

LPL Financial LLC

632.02K

Jun 30, 26

+20.16K

0.37%

BARD ASSOCIATES INC

624.48K

Jun 30, 26

+38.22K

0.37%

STANSBERRY ASSET MANAGEMENT, LLC

599.90K

Jun 30, 26

-26.51K

0.35%

Saba Capital Management, L.P.

550.78K

Jun 30, 26

+538.13K

0.33%

Magnus Financial Group LLC

483.51K

Jun 30, 26

+247.99K

0.29%

Summit Financial, LLC

454.62K

Jun 30, 26

-61.90K

0.27%

COMMERCE BANK

411.47K

Jun 30, 26

+87.68K

0.24%

Meridian Wealth Management, LLC

373.36K

Jun 30, 26

-35.92K

0.22%

HighTower Advisors, LLC

372.38K

Jun 30, 26

-1.02K

0.22%

Quantedge Capital Pte Ltd

335.19K

Jun 30, 26

+191.10K

0.20%

OPPENHEIMER & CO INC

332.20K

Jun 30, 26

-349

0.20%

Closed-End Fund Advisors, Inc.

311.13K

Jun 30, 26

+8.42K

0.18%

Garner Asset Management Corp

309.98K

Jun 30, 26

+3.90K

0.18%

McGowan Group Asset Management, Inc.

309.68K

Jun 30, 26

+1.50K

0.18%

FLAGSHIP HARBOR ADVISORS, LLC

307.43K

Jun 30, 26

+19.40K

0.18%

NWF Advisory Services Inc.

299.54K

Jun 30, 26

-4.16K

0.18%

Thomas J. Herzfeld Advisors, Inc.

276.10K

Jun 30, 26

+41.96K

0.16%

TSP Capital Management Group, LLC

270.52K

Jun 30, 26

0.16%

RFG Advisory, LLC

229.35K

Jun 30, 26

-4.57K

0.14%

COMMONWEALTH EQUITY SERVICES, LLC

227.32K

Jun 30, 26

+28.54K

0.13%

NewEdge Advisors, LLC

220.15K

Jun 30, 26

+55.64K

0.13%

Rockefeller Capital Management L.P.

214.61K

Jun 30, 26

+7.43K

0.13%

FourThought Financial Partners, LLC

210.59K

Jun 30, 26

-1.12K

0.12%

ORG Wealth Partners, LLC

198.13K

Jun 30, 26

+649

0.12%

Beverly Hills Private Wealth, LLC

190.81K

Jun 30, 26

-1.25K

0.11%

Edgemoor Investment Advisors, Inc.

186.31K

Jun 30, 26

-8.59K

0.11%

Bridgewater Advisors Inc.

176.60K

Jun 30, 26

-13.40K

0.10%

MGO ONE SEVEN LLC

172.03K

Jun 30, 26

+172.03K

0.10%

WOLVERINE ASSET MANAGEMENT LLC

166.82K

Jun 30, 26

+126.65K

0.10%

RITHOLTZ WEALTH MANAGEMENT

150.00K

Jun 30, 26

+150.00K

0.09%

FIRST TRUST ADVISORS LP

149.58K

Jun 30, 26

+10.48K

0.09%

TWO SIGMA INVESTMENTS, LP

144.30K

Jun 30, 26

0.09%

Cambridge Investment Research Advisors, Inc.

142.39K

Jun 30, 26

+26.62K

0.08%

Prospera Financial Services Inc

141.25K

Jun 30, 26

+32

0.08%

CALDWELL SUTTER CAPITAL, INC.

141.11K

Jun 30, 26

+34

0.08%

FIFTH THIRD BANCORP

136.87K

Jun 30, 26

+31.82K

0.08%

COHEN & STEERS, INC.

131.00K

Jun 30, 26

+25.00K

0.08%

PROMETHIUM ADVISORS,LLC

128.19K

Jun 30, 26

+940

0.08%

AG Asset Advisory, LLC

120.71K

Jun 30, 26

+9.00K

0.07%

Crusonia Wealth Advisors LLC

118.90K

Jun 30, 26

+33.16K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

116.23K

Jun 30, 26

-7.42K

0.07%

Independent Wealth Network Inc.

112.00K

Jun 30, 26

+2.07K

0.07%

Janney Montgomery Scott LLC

110.74K

Jun 30, 26

-5.26K

0.07%

Allspring Global Investments Holdings, LLC

105.37K

Jun 30, 26

+105.37K

0.06%

Collar Capital Management, LLC

102.79K

Jun 30, 26

-5.83K

0.06%

NWAM LLC

95.62K

Jun 30, 26

+13.57K

0.06%

Invesco Ltd.

94.70K

Jun 30, 26

-19.96K

0.06%

Indivisible Partners

91.26K

Jun 30, 26

+6.28K

0.05%

XTX Topco Ltd

88.66K

Jun 30, 26

+88.66K

0.05%

B. Riley Wealth Advisors, Inc.

85.21K

Jun 30, 26

-1.98K

0.05%

Aristides Capital LLC

84.29K

Jun 30, 26

+6.29K

0.05%

Secure Asset Management, LLC

79.70K

Jun 30, 26

+827

0.05%

CURA WEALTH ADVISORS, LLC

79.01K

Jun 30, 26

0.05%

Post Resch Tallon Group Inc.

78.55K

Jun 30, 26

+4.15K

0.05%

JEPPSON WEALTH MANAGEMENT, LLC

75.43K

Jun 30, 26

-547

0.04%

TRUIST FINANCIAL CORP

72.16K

Jun 30, 26

+16.61K

0.04%

Resources Investment Advisors, LLC.

72.07K

Jun 30, 26

+72.07K

0.04%

Essex Financial Services, Inc.

70.11K

Jun 30, 26

+584

0.04%

Steward Partners Investment Advisory, LLC

69.69K

Jun 30, 26

+9.87K

0.04%

TrueMark Investments, LLC

65.28K

Jun 30, 26

+4.30K

0.04%

PFG Investments, LLC

64.44K

Jun 30, 26

+7.04K

0.04%

LAIRD NORTON TRUST COMPANY, LLC

64.41K

Jun 30, 26

0.04%

Pallas Capital Advisors LLC

61.69K

Jun 30, 26

0.04%

US BANCORP \DE\

59.03K

Jun 30, 26

0.03%

Baker Avenue Asset Management, LP

56.80K

Jun 30, 26

0.03%

Baird Financial Group, Inc.

56.57K

Jun 30, 26

+3.12K

0.03%

Colony Group, LLC

56.15K

Jun 30, 26

-3.61K

0.03%

TCTC Holdings, LLC

55.33K

Jun 30, 26

-75

0.03%

Colter Lewis Investment Partners LLC

54.02K

Jun 30, 26

+40.24K

0.03%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

49.34K

Jun 30, 26

+894

0.03%

Mutual Advisors, LLC

48.53K

Jun 30, 26

+10

0.03%

MONETARY MANAGEMENT GROUP INC

48.25K

Jun 30, 26

0.03%

Mariner, LLC

48.09K

Jun 30, 26

+109

0.03%

Manhattan West Asset Management, LLC

48.04K

Jun 30, 26

-3.60K

0.03%

Eagle Bluffs Wealth Management LLC

46.54K

Jun 30, 26

0.03%

Waverly Advisors, LLC

46.47K

Jun 30, 26

-119

0.03%

Concorde Asset Management, LLC

46.17K

Jun 30, 26

+1.16K

0.03%

UHLMANN PRICE SECURITIES, LLC

45.77K

Jun 30, 26

+12.41K

0.03%

Koshinski Asset Management, Inc.

44.77K

Jun 30, 26

0.03%

JOHNSON INVESTMENT COUNSEL INC

44.05K

Jun 30, 26

+783

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

40.65K

Jun 30, 26

-580

0.02%

GUGGENHEIM CAPITAL LLC

40.37K

Jun 30, 26

-60.53K

0.02%

CreativeOne Wealth, LLC

40.08K

Jun 30, 26

+3.77K

0.02%

Operose Advisors LLC

38.15K

Jun 30, 26

0.02%

Visionary Wealth Advisors

36.90K

Jun 30, 26

-295.31K

0.02%

BHK Investment Advisors, LLC

36.50K

Jun 30, 26

0.02%

Hickory Point Bank & Trust

36.25K

Jun 30, 26

-8.50K

0.02%

MISSION WEALTH MANAGEMENT, LP

35.68K

Jun 30, 26

0.02%

Cornerstone Advisory, LLC

35.29K

Jun 30, 26

-292

0.02%

CHOREO, LLC

34.58K

Jun 30, 26

+561

0.02%

CAPTRUST FINANCIAL ADVISORS

34.36K

Jun 30, 26

-10.36K

0.02%

NORTHERN TRUST CORP

34.30K

Jun 30, 26

-7.49K

0.02%

Calamos Advisors LLC

33.43K

Jun 30, 26

+2.23K

0.02%

Centurion Wealth Management LLC

33.02K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

32.32K

Jun 30, 26

-12.22K

0.02%

LEIGH BALDWIN & CO., LLC

31.86K

Jun 30, 26

+2.38K

0.02%

Cerity Partners LLC

31.75K

Jun 30, 26

-1.86K

0.02%

Argentarii, LLC

31.67K

Jun 30, 26

0.02%

Atala Financial Inc

31.38K

Jun 30, 26

-211

0.02%

Camelot Portfolios, LLC

31.15K

Jun 30, 26

-561

0.02%

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

30.42K

Jun 30, 26

+1.49K

0.02%

Journey Advisory Group, LLC

30.00K

Jun 30, 26

0.02%

Chicago Partners Investment Group LLC

29.42K

Jun 30, 26

+532

0.02%

Moors & Cabot, Inc.

28.16K

Jun 30, 26

-2.75K

0.02%

CI Private Wealth, LLC

27.42K

Jun 30, 26

+7.47K

0.02%

AWM CAPITAL, LLC

27.28K

Jun 30, 26

0.02%

HighPoint Advisor Group LLC

27.20K

Jun 30, 26

0.02%

Farther Finance Advisors, LLC

26.74K

Jun 30, 26

-368

0.02%

NewEdge Wealth, LLC

26.18K

Jun 30, 26

+77

0.02%

MAI Capital Management

25.73K

Jun 30, 26

+21.00K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

24.34K

Jun 30, 26

+12.32K

0.01%

ENVESTNET ASSET MANAGEMENT INC

24.11K

Jun 30, 26

-35.33K

0.01%

1900 WEALTH MANAGEMENT LLC

23.46K

Jun 30, 26

0.01%

AlphaCore Capital LLC

23.38K

Jun 30, 26

0.01%

Leisure Capital Management

23.29K

Jun 30, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

23.23K

Jun 30, 26

-3.19K

0.01%

D.A. DAVIDSON & CO.

23.15K

Jun 30, 26

+400

0.01%

Wealth Advisory Solutions, LLC

22.94K

Jun 30, 26

-4.86K

0.01%

Samalin Investment Counsel, LLC

22.73K

Jun 30, 26

+1.52K

0.01%

Parkside Investments, LLC

22.29K

Jun 30, 26

+4.24K

0.01%

Quantinno Capital Management LP

21.53K

Jun 30, 26

-237

0.01%

SAGESPRING WEALTH PARTNERS, LLC

21.49K

Jun 30, 26

+786

0.01%

Ariadne Wealth Management, LP

21.30K

Jun 30, 26

0.01%

Almitas Capital LLC

20.80K

Jun 30, 26

+20.80K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

20.38K

Jun 30, 26

0.01%

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

20.07K

Jun 30, 26

-326

0.01%

HARBOUR INVESTMENTS, INC.

19.95K

Jun 30, 26

+70

0.01%

Csenge Advisory Group

19.29K

Jun 30, 26

+1.44K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

19.21K

Jun 30, 26

+19.21K

0.01%

Creative Planning

19.05K

Jun 30, 26

-2.50K

0.01%

Kestra Advisory Services, LLC

18.68K

Jun 30, 26

-4.74K

0.01%

Blueprint Financial Advisors LLC

18.62K

Jun 30, 26

+18.62K

0.01%

Blueprint Investment Partners LLC

18.62K

Jun 30, 26

+18.62K

0.01%

SRS Capital Advisors, Inc.

18.55K

Jun 30, 26

+15.88K

0.01%

Signet Private Wealth LLC

18.54K

Jun 30, 26

-17.05K

0.01%

PINNACLE ASSOCIATES LTD

18.38K

Jun 30, 26

-8.88K

0.01%

Waterloo Capital, L.P.

17.93K

Jun 30, 26

+592

0.01%

Private Advisor Group, LLC

17.93K

Jun 30, 26

+1.10K

0.01%

PIN OAK INVESTMENT ADVISORS INC

17.92K

Jun 30, 26

0.01%

North Capital, Inc.

17.55K

Jun 30, 26

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

17.29K

Jun 30, 26

+164

0.01%

Jefferies Financial Group Inc.

17.23K

Jun 30, 26

+17.23K

0.01%

DAYMARK WEALTH PARTNERS, LLC

16.93K

Jun 30, 26

0.01%

Princeton Global Asset Management LLC

16.87K

Jun 30, 26

0.01%

Advisory Services Network, LLC

16.50K

Jun 30, 26

-5.00K

0.01%

Griffith & Werner, Inc.

16.17K

Jun 30, 26

0.01%

Arlington Capital Management, Inc.

16.01K

Jun 30, 26

+16.01K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

16.01K

Jun 30, 26

-1.70K

0.01%

Sanctuary Advisors, LLC

15.36K

Jun 30, 26

0.01%

SMITH, MOORE & CO.

15.20K

Jun 30, 26

+15.20K

0.01%

Gruss & Co., LLC

15.09K

Jun 30, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.87K

Jun 30, 26

+30

0.01%

BI Asset Management Fondsmaeglerselskab A/S

14.76K

Jun 30, 26

-82.56K

0.01%

STEPHENS INC /AR/

14.35K

Jun 30, 26

+14.35K

0.01%

Platform Technology Partners

14.25K

Jun 30, 26

0.01%

DAVENPORT & Co LLC

14.15K

Jun 30, 26

-283

0.01%

Ameritas Advisory Services, LLC

13.96K

Jun 30, 26

+13.96K

0.01%

DECISION INVESTMENTS, INC

13.87K

Jun 30, 26

0.01%

Rockwood Wealth Management, LLC

13.68K

Jun 30, 26

+1.90K

0.01%

WealthTrust Axiom LLC

13.50K

Jun 30, 26

0.01%

Intellectus Partners, LLC

13.25K

Jun 30, 26

0.01%

CITADEL ADVISORS LLC

13.14K

Jun 30, 26

-4.13K

0.01%

Geneos Wealth Management Inc.

13.06K

Jun 30, 26

+226

0.01%

GLENMEDE TRUST CO NA

12.90K

Jun 30, 26

0.01%

Fidelis Capital Partners, LLC

12.85K

Jun 30, 26

+13

0.01%

FIRST FOUNDATION ADVISORS

12.61K

Jun 30, 26

0.01%

CHAPMAN FINANCIAL GROUP, LLC

12.60K

Jun 30, 26

0.01%

Apollon Wealth Management, LLC

12.41K

Jun 30, 26

+17

0.01%

Avidian Wealth Solutions, LLC

12.38K

Jun 30, 26

+12.38K

0.01%

Equitable Holdings, Inc.

11.66K

Jun 30, 26

-581

0.01%

Concurrent Investment Advisors, LLC

11.65K

Jun 30, 26

+103

0.01%

Fortis Capital Management LLC

11.64K

Jun 30, 26

+211

0.01%

Tranquility Partners, LLC

11.45K

Jun 30, 26

0.01%

JSF Financial, LLC

11.33K

Jun 30, 26

+181

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

11.12K

Jun 30, 26

+703

0.01%

IFC Advisors LLC

10.86K

Jun 30, 26

+10.86K

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

10.68K

Jun 30, 26

0.01%

Ausdal Financial Partners, Inc.

10.41K

Jun 30, 26

+15

0.01%

First National Bank of Mount Dora, Trust Investment Services

10.40K

Jun 30, 26

0.01%

Hilltop Holdings Inc.

10.36K

Jun 30, 26

-373

0.01%

Parallel Advisors, LLC

10.30K

Jun 30, 26

-7.20K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

10.22K

Jun 30, 26

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

10.20K

Jun 30, 26

0.01%

FAIRFIELD, BUSH & CO.

10.00K

Jun 30, 26

+10.00K

0.01%

Sollinda Capital Management LLC

10.00K

Jun 30, 26

0.01%

Modern Wealth Management, LLC

10.00K

Jun 30, 26

+10.00K

0.01%

Integrated Wealth Concepts LLC

9.52K

Jun 30, 26

+9.52K

0.01%

Wellington Shields & Co., LLC

7.94K

Jun 30, 26

0.00%

BlackRock, Inc.

7.07K

Jun 30, 26

+2.80K

0.00%

NATIONAL BANK OF CANADA /FI/

6.60K

Jun 30, 26

+600

0.00%

CHILTON CAPITAL MANAGEMENT LLC

6.00K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.63K

Jun 30, 26

-290

0.00%

IFG Advisory, LLC

3.50K

Jun 30, 26

+3.50K

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.40K

Jun 30, 26

+2.90K

0.00%

Tanglewood Legacy Advisors, LLC

3.34K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

3.06K

Jun 30, 26

+3.06K

0.00%

JPMORGAN CHASE & CO

2.78K

Jun 30, 26

-118

0.00%

Parkside Financial Bank & Trust

2.60K

Jun 30, 26

0.00%

BESSEMER GROUP INC

2.51K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

2.38K

Jun 30, 26

+25

0.00%

Clearstead Advisors, LLC

2.35K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

2.33K

Jun 30, 26

+2.33K

0.00%

Wellington Shields Capital Management, LLC

2.22K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

2.19K

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

2.14K

Jun 30, 26

+1.00K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.82K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

1.80K

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

1.65K

Jun 30, 26

0.00%

LRI Investments, LLC

1.64K

Jun 30, 26

+1.64K

0.00%

Avalon Trust Co

1.52K

Jun 30, 26

+1.52K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

1.37K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.34K

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.27K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

1.20K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.18K

Jun 30, 26

0.00%

ASSETMARK, INC

1.07K

Jun 30, 26

+308

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

1.00K

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

1.00K

Jun 30, 26

+1.00K

0.00%

BRYN MAWR TRUST Co

1.00K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.00K

Jun 30, 26

0.00%

Anchor Investment Management, LLC

900

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

750

Jun 30, 26

0.00%

Chung Wu Investment Group, LLC

719

Jun 30, 26

0.00%

Olistico Wealth, LLC

620

Jun 30, 26

0.00%

Allworth Financial LP

610

Jun 30, 26

+550

0.00%

Key Capital Management, INC

575

Jun 30, 26

+575

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

522

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

500

Jun 30, 26

0.00%

Burnham & Co LLC

500

Jun 30, 26

+500

0.00%

Westside Investment Management, Inc.

422

Jun 30, 26

0.00%

Larson Financial Group LLC

386

Jun 30, 26

0.00%

Hilltop National Bank

380

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

359

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

325

Jun 30, 26

0.00%

Mountain Hill Investment Partners Corp.

317

Jun 30, 26

0.00%

GROUP ONE TRADING, L.P.

308

Jun 30, 26

-1.53K

0.00%

Strategic Wealth Partners, Ltd.

242

Jun 30, 26

0.00%

Avion Wealth

233

Jun 30, 26

0.00%

Vision Retirement, LLC

177

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

166

Jun 30, 26

+166

0.00%

CX Institutional

149

Jun 30, 26

+149

0.00%

Delos Wealth Advisors, LLC

125

Jun 30, 26

+125

0.00%

1620 INVESTMENT ADVISORS, INC.

100

Jun 30, 26

0.00%

ENTRUST FINANCIAL LLC

Jun 30, 26

0.00%

Truvestments Capital LLC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+57

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

ZAZOVE ASSOCIATES LLC

Jun 30, 26

-414.96K

Navis Wealth Advisors, LLC

Jun 30, 26

-72.41K

KAYNE ANDERSON CAPITAL ADVISORS LP

Jun 30, 26

-808.75K

LaSalle St. Investment Advisors, LLC

Jun 30, 26

-10.15K

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-250

Sound Income Strategies, LLC

Jun 30, 26

-575

Whipplewood Advisors, LLC

Jun 30, 26

-22.97K

Western Wealth Management, LLC

Jun 30, 26

-838

Lido Advisors, LLC

Jun 30, 26

-343.77K

Golden State Equity Partners

Jun 30, 26

-80

JANE STREET GROUP, LLC

Jun 30, 26

-20.77K

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-61.20K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-77.77K

GUYASUTA INVESTMENT ADVISORS INC

Jun 30, 26

-14.24K

AQR CAPITAL MANAGEMENT LLC

Jun 30, 26

-10.41K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-10.62K

HB Wealth Management, LLC

Jun 30, 26

-44.42K

THRIVENT FINANCIAL FOR LUTHERANS

Jun 30, 26

-11.39K

Deeter Investments LLP

129.31K

Mar 31, 26

0.08%

Catalina Capital Group, LLC

32.97K

Mar 31, 26

+260

0.02%

JOURNEY STRATEGIC WEALTH LLC

23.87K

Mar 31, 26

-1.00K

0.01%

Vivaldi Capital Management LP

22.03K

Mar 31, 26

0.01%

CWM, LLC

2.21K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

1.82K

Mar 31, 26

0.00%

COMERICA BANK

105.77K

Dec 31, 25

+7.21K

0.06%

PURE PORTFOLIOS HOLDINGS LLC

33.16K

Dec 31, 25

+570

0.02%

CIBC Private Wealth Group, LLC

5.78K

Dec 31, 25

+38

0.00%

Northwest Capital Management Inc

2.20K

Dec 31, 25

0.00%

ORG Partners LLC

430

Dec 31, 25

0.00%

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%

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%

SCHNIEDERS CAPITAL MANAGEMENT LLC

10.02K

Jun 30, 25

0.01%

CAROLINAS WEALTH CONSULTING LLC

817

Mar 31, 25

0.00%

Schechter Investment Advisors, LLC

Mar 31, 25

-31.58K

Lindbrook Capital, LLC

Mar 31, 25

-400

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%

Kore Private Wealth LLC

Sep 30, 22

-21.70K

Jefferies Group LLC

Sep 30, 22

-13.22K

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