Nuveen Municipal Value Fund, Inc.(NUV)

$9.08▼-0.09 (-98.15%)

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Nuveen Municipal Value Fund, Inc.(NUV)

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$9.08▼-0.09 (-98.15%)

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NUV(NUV)

NUV

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Institutional Ownership

Top 346 Institutional Holders

Holder	Shares	Date	Change	% Held
UBS Group AG	7.06M	Mar 31, 26	-117.99K	3.40%
MORGAN STANLEY	4.51M	Mar 31, 26	+72.58K	2.17%
GUGGENHEIM CAPITAL LLC	2.91M	Mar 31, 26	+398.16K	1.40%
Hennion & Walsh Asset Management, Inc.	2.44M	Mar 31, 26	+98.62K	1.18%
RAYMOND JAMES FINANCIAL INC	2.20M	Mar 31, 26	+28.50K	1.06%
WELLS FARGO & COMPANY/MN	2.09M	Mar 31, 26	-79.11K	1.00%
LPL Financial LLC	1.15M	Mar 31, 26	+61.38K	0.56%
VAN ECK ASSOCIATES CORP	1.07M	Mar 31, 26	+1.45K	0.51%
JONES FINANCIAL COMPANIES LLLP	993.17K	Mar 31, 26	+203.16K	0.48%
Granby Capital Management, LLC	836.11K	Mar 31, 26	-163.89K	0.40%
MERCER GLOBAL ADVISORS INC /ADV	740.77K	Mar 31, 26	+6.62K	0.36%
Chicago Partners Investment Group LLC	683.15K	Mar 31, 26	-24.68K	0.33%
STIFEL FINANCIAL CORP	667.79K	Mar 31, 26	+30.52K	0.32%
1607 Capital Partners, LLC	624.72K	Mar 31, 26	-1.28M	0.30%
ROYAL BANK OF CANADA	620.21K	Mar 31, 26	+49.65K	0.30%
Congress Park Capital LLC	594.13K	Mar 31, 26	-115.00K	0.29%
COMMONWEALTH EQUITY SERVICES, LLC	513.25K	Mar 31, 26	+22.54K	0.25%
Prospera Financial Services Inc	476.16K	Mar 31, 26	+567	0.23%
Rockefeller Capital Management L.P.	472.56K	Mar 31, 26	+3.75K	0.23%
BAR HARBOR WEALTH MANAGEMENT	468.82K	Mar 31, 26	+98.00K	0.23%
Cambridge Investment Research Advisors, Inc.	453.07K	Mar 31, 26	+41.88K	0.22%
Dynamic Financial Group	268.38K	Mar 31, 26	+289	0.13%
ROMAN BUTLER FULLERTON & CO	251.55K	Mar 31, 26	+1.18K	0.12%
AMERIPRISE FINANCIAL INC	240.87K	Mar 31, 26	+6.79K	0.12%
Sanctuary Advisors, LLC	222.73K	Mar 31, 26	-3.16K	0.11%
Baird Financial Group, Inc.	220.17K	Mar 31, 26	-2.79K	0.11%
PKS Advisory Services, LLC	213.22K	Mar 31, 26	+33.85K	0.10%
Koshinski Asset Management, Inc.	209.45K	Mar 31, 26	-96	0.10%
Cresta Advisors, Ltd.	180.84K	Mar 31, 26	--	0.09%
IBEX WEALTH ADVISORS	162.19K	Mar 31, 26	-7.80K	0.08%
Janney Montgomery Scott LLC	158.47K	Mar 31, 26	+3.22K	0.08%
Breakwater Capital Group	156.27K	Mar 31, 26	+35.75K	0.08%
Orca Wealth Management, LLC	153.11K	Mar 31, 26	+123.63K	0.07%
Blake Schutter Theil Wealth Advisors, LLC	148.38K	Mar 31, 26	--	0.07%
Cetera Investment Advisers	146.91K	Mar 31, 26	+21.62K	0.07%
Mathes Company, Inc.	145.00K	Mar 31, 26	--	0.07%
Tandem Financial, LLC	139.79K	Mar 31, 26	+11.70K	0.07%
Kestra Advisory Services, LLC	137.43K	Mar 31, 26	+9.26K	0.07%
Citizens National Bank Trust Department	136.09K	Mar 31, 26	-2.38K	0.07%
ADVISOR GROUP HOLDINGS, INC.	132.40K	Mar 31, 26	-25.06K	0.06%
Cartesian Growth Corp	132.21K	Mar 31, 26	--	0.06%
HARMONY ASSET MANAGEMENT LLC	128.20K	Mar 31, 26	+9.50K	0.06%
High Net Worth Advisory Group LLC	123.00K	Mar 31, 26	+28.00K	0.06%
SMITH, MOORE & CO.	119.09K	Mar 31, 26	-6.81K	0.06%
HighTower Advisors, LLC	115.98K	Mar 31, 26	-11.60K	0.06%
Venturi Wealth Management, LLC	115.69K	Mar 31, 26	+10.45K	0.06%
ACCREDITED INVESTOR SERVICES, LLC	115.03K	Mar 31, 26	+9.73K	0.06%
EHRLICH FINANCIAL GROUP	114.67K	Mar 31, 26	+114.67K	0.06%
Whitaker-Myers Wealth Managers, LTD.	106.02K	Mar 31, 26	+58.69K	0.05%
Broyhill Asset Management	105.31K	Mar 31, 26	--	0.05%
Invesco Ltd.	104.53K	Mar 31, 26	+42.02K	0.05%
BENJAMIN EDWARDS INC	104.23K	Mar 31, 26	+79.18K	0.05%
Mesirow Financial Investment Management, Inc.	99.69K	Mar 31, 26	+49.91K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	99.66K	Mar 31, 26	+608	0.05%
Stratos Wealth Partners, LTD.	99.02K	Mar 31, 26	+20.76K	0.05%
Advisors Asset Management, Inc.	98.14K	Mar 31, 26	-79.70K	0.05%
Concurrent Investment Advisors, LLC	92.66K	Mar 31, 26	--	0.04%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	91.28K	Mar 31, 26	-83	0.04%
HOWARD FINANCIAL SERVICES, LTD.	90.06K	Mar 31, 26	--	0.04%
Allworth Financial LP	89.40K	Mar 31, 26	+434	0.04%
Steward Partners Investment Advisory, LLC	89.29K	Mar 31, 26	-249	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	85.70K	Mar 31, 26	+20.98K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	70.90K	Mar 31, 26	-513	0.03%
SEAMOUNT FINANCIAL GROUP INC	70.78K	Mar 31, 26	-4.74K	0.03%
Hilltop Holdings Inc.	70.60K	Mar 31, 26	+1.24K	0.03%
Creative Planning	69.04K	Mar 31, 26	-84	0.03%
Disciplined Investments, LLC	65.48K	Mar 31, 26	+2.53K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	64.65K	Mar 31, 26	+5.15K	0.03%
Colony Group, LLC	60.17K	Mar 31, 26	-1.82M	0.03%
SHEPHERD KAPLAN KROCHUK, LLC	60.05K	Mar 31, 26	--	0.03%
WCG Wealth Advisors LLC	60.04K	Mar 31, 26	+991	0.03%
Pathway Financial Advisers, LLC	59.84K	Mar 31, 26	+761	0.03%
ORLEANS CAPITAL MANAGEMENT CORP/LA	59.20K	Mar 31, 26	--	0.03%
Ackerman Capital Advisors, LLC	55.81K	Mar 31, 26	+36.21K	0.03%
JANE STREET GROUP, LLC	54.22K	Mar 31, 26	-100.89K	0.03%
JAMES INVESTMENT RESEARCH INC	54.12K	Mar 31, 26	--	0.03%
Jacobi Capital Management LLC	53.41K	Mar 31, 26	-947	0.03%
Pensionmark Financial Group, LLC	52.18K	Mar 31, 26	+1.65K	0.03%
Capital Advisors Wealth Management, LLC	50.17K	Mar 31, 26	+13.45K	0.02%
Wellington Shields Capital Management, LLC	50.00K	Mar 31, 26	--	0.02%
VestGen Advisors, LLC	48.89K	Mar 31, 26	+4.50K	0.02%
DAVENPORT & Co LLC	47.91K	Mar 31, 26	--	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	47.12K	Mar 31, 26	-23.49K	0.02%
Callahan Advisors, LLC	46.36K	Mar 31, 26	--	0.02%
TRUIST FINANCIAL CORP	44.90K	Mar 31, 26	-497	0.02%
WEDBUSH SECURITIES INC	44.59K	Mar 31, 26	-2.69K	0.02%
ENVESTNET ASSET MANAGEMENT INC	43.94K	Mar 31, 26	-7.54K	0.02%
Fortitude Advisory Group L.L.C.	43.37K	Mar 31, 26	--	0.02%
Clearstead Advisors, LLC	43.00K	Mar 31, 26	--	0.02%
MGO ONE SEVEN LLC	42.23K	Mar 31, 26	+84	0.02%
NAPLES GLOBAL ADVISORS, LLC	42.00K	Mar 31, 26	--	0.02%
MAGNOLIA CAPITAL ADVISORS LLC	41.37K	Mar 31, 26	+2.77K	0.02%
Johnson Financial Group, Inc.	37.50K	Mar 31, 26	-5.00K	0.02%
PFG Investments, LLC	36.72K	Mar 31, 26	+164	0.02%
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	36.72K	Mar 31, 26	--	0.02%
WealthBridge Capital Management, LLC	35.20K	Mar 31, 26	--	0.02%
Lantz Financial LLC	34.65K	Mar 31, 26	-2.50K	0.02%
Capital Square, LLC	34.42K	Mar 31, 26	+5.00K	0.02%
VICUS CAPITAL	34.34K	Mar 31, 26	+242	0.02%
MELFA WEALTH MANAGEMENT, LLC	32.85K	Mar 31, 26	-298	0.02%
Equitable Holdings, Inc.	32.68K	Mar 31, 26	+17.53K	0.02%
BROWN ADVISORY INC	32.67K	Mar 31, 26	--	0.02%
MAI Capital Management	32.45K	Mar 31, 26	--	0.02%
Capital Investment Advisors, LLC	32.29K	Mar 31, 26	-1.54K	0.02%
Wealthspire Advisors, LLC	31.53K	Mar 31, 26	--	0.02%
Private Advisor Group, LLC	31.44K	Mar 31, 26	+10.55K	0.02%
Independent Advisor Alliance	30.10K	Mar 31, 26	+30.10K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	29.54K	Mar 31, 26	+6.07K	0.01%
Second Half Financial Partners, LLC	29.46K	Mar 31, 26	--	0.01%
Mayflower Financial Advisors, LLC	27.37K	Mar 31, 26	--	0.01%
HUNTINGTON NATIONAL BANK	27.32K	Mar 31, 26	-14.68K	0.01%
Element Wealth, LLC	26.20K	Mar 31, 26	-1.47K	0.01%
Pinnacle Bancorp, Inc.	26.00K	Mar 31, 26	--	0.01%
Moors & Cabot, Inc.	25.57K	Mar 31, 26	-500	0.01%
SIMON QUICK ADVISORS, LLC	23.64K	Mar 31, 26	+23.64K	0.01%
Corps Capital Advisors, LLC	23.50K	Mar 31, 26	--	0.01%
Buckingham Strategic Partners	22.54K	Mar 31, 26	+22.54K	0.01%
SeaCrest Wealth Management, LLC	22.20K	Mar 31, 26	-2.48K	0.01%
Mutual Advisors, LLC	22.19K	Mar 31, 26	+11.04K	0.01%
CENTRAL TRUST Co	22.03K	Mar 31, 26	--	0.01%
Lummis Asset Management, LP	22.00K	Mar 31, 26	--	0.01%
Golden State Equity Partners	21.98K	Mar 31, 26	+2.33K	0.01%
FIFTH THIRD BANCORP	21.85K	Mar 31, 26	+21.85K	0.01%
ISLAY CAPITAL MANAGEMENT, LLC	21.75K	Mar 31, 26	+6.50K	0.01%
Icon Wealth Advisors, LLC	21.52K	Mar 31, 26	--	0.01%
Caitlin John, LLC	21.50K	Mar 31, 26	-3.20K	0.01%
Beacon Pointe Advisors, LLC	20.80K	Mar 31, 26	-5.49K	0.01%
DELTA FINANCIAL ADVISORS LLC	20.13K	Mar 31, 26	--	0.01%
STALEY CAPITAL ADVISERS INC	20.00K	Mar 31, 26	-2.00K	0.01%
Penbrook Management LLC	20.00K	Mar 31, 26	--	0.01%
Ethos Financial Group, LLC	19.94K	Mar 31, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	19.60K	Mar 31, 26	-5.00K	0.01%
D.A. DAVIDSON & CO.	19.58K	Mar 31, 26	-2.39K	0.01%
ORG Wealth Partners, LLC	19.33K	Mar 31, 26	--	0.01%
Busey Wealth Management	18.38K	Mar 31, 26	-3.37K	0.01%
WESBANCO BANK INC	18.16K	Mar 31, 26	--	0.01%
Narwhal Capital Management	17.99K	Mar 31, 26	-8.06K	0.01%
Lido Advisors, LLC	16.79K	Mar 31, 26	+1.44K	0.01%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	16.71K	Mar 31, 26	+111	0.01%
CAPTRUST FINANCIAL ADVISORS	16.61K	Mar 31, 26	-2.63K	0.01%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	16.25K	Mar 31, 26	--	0.01%
Dakota Wealth Management	15.90K	Mar 31, 26	+2.93K	0.01%
HARRIS ASSOCIATES L P	14.85K	Mar 31, 26	--	0.01%
Oxbow Advisors, LLC	14.84K	Mar 31, 26	--	0.01%
Snowden Capital Advisors LLC	14.76K	Mar 31, 26	--	0.01%
Kingsview Wealth Management, LLC	14.25K	Mar 31, 26	+2.28K	0.01%
HARBOUR INVESTMENTS, INC.	14.19K	Mar 31, 26	+5.73K	0.01%
Modera Wealth Management, LLC	13.81K	Mar 31, 26	-3.67K	0.01%
Saxony Capital Management, LLC	13.75K	Mar 31, 26	--	0.01%
UHLMANN PRICE SECURITIES, LLC	13.65K	Mar 31, 26	+34	0.01%
Rock Point Advisors, LLC	13.25K	Mar 31, 26	--	0.01%
Sightline Wealth Advisors, LLC	13.17K	Mar 31, 26	+51	0.01%
Plan Group Financial, LLC	12.98K	Mar 31, 26	--	0.01%
IVC Wealth Advisors LLC	12.85K	Mar 31, 26	--	0.01%
STEPHENS INC /AR/	12.83K	Mar 31, 26	--	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	12.67K	Mar 31, 26	--	0.01%
PINNACLE ASSOCIATES LTD	12.64K	Mar 31, 26	--	0.01%
Clarity Financial LLC	12.26K	Mar 31, 26	--	0.01%
Kovack Advisors, Inc.	12.05K	Mar 31, 26	+12.05K	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	11.92K	Mar 31, 26	+11.92K	0.01%
Sowell Financial Services LLC	11.79K	Mar 31, 26	+7	0.01%
Mariner, LLC	11.66K	Mar 31, 26	-12.33K	0.01%
Annex Advisory Services, LLC	11.59K	Mar 31, 26	--	0.01%
HORIZON KINETICS ASSET MANAGEMENT LLC	11.55K	Mar 31, 26	--	0.01%
Essex Savings Bank	11.52K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	11.08K	Mar 31, 26	--	0.01%
CI Private Wealth, LLC	10.96K	Mar 31, 26	-57.20K	0.01%
IHT Wealth Management, LLC	10.89K	Mar 31, 26	+10.89K	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	10.85K	Mar 31, 26	--	0.01%
Richmond Investment Services, LLC	10.81K	Mar 31, 26	--	0.01%
Bank of New York Mellon Corp	10.49K	Mar 31, 26	+10.49K	0.01%
ROTHSCHILD INVESTMENT LLC	10.10K	Mar 31, 26	--	0.00%
SHUFRO ROSE & CO LLC	10.00K	Mar 31, 26	+10.00K	0.00%
Coordinated Financial Services, Inc.	10.00K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	9.00K	Mar 31, 26	-15.39K	0.00%
BARRETT & COMPANY, INC.	8.45K	Mar 31, 26	--	0.00%
CWM, LLC	7.40K	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	7.09K	Mar 31, 26	-47	0.00%
Mascoma Wealth Management LLC	5.71K	Mar 31, 26	--	0.00%
DAGCO, INC.	5.55K	Mar 31, 26	+40	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5.48K	Mar 31, 26	+8	0.00%
Hurley Capital, LLC	5.00K	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	5.00K	Mar 31, 26	+5.00K	0.00%
Tradewinds Capital Management, LLC	4.76K	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.72K	Mar 31, 26	-300	0.00%
CITIGROUP INC	4.48K	Mar 31, 26	+25	0.00%
Sound Income Strategies, LLC	4.04K	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	3.88K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	3.61K	Mar 31, 26	-2.12K	0.00%
Physician Wealth Advisors, Inc.	2.50K	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	2.50K	Mar 31, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	2.42K	Mar 31, 26	--	0.00%
PMV Capital Advisers, LLC	2.25K	Mar 31, 26	+16	0.00%
Center for Financial Planning, Inc.	2.08K	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	2.00K	Mar 31, 26	+2.00K	0.00%
HANTZ FINANCIAL SERVICES, INC.	1.85K	Mar 31, 26	-1.21K	0.00%
Larson Financial Group LLC	1.42K	Mar 31, 26	+525	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.22K	Mar 31, 26	+1.22K	0.00%
Federation des caisses Desjardins du Quebec	1.00K	Mar 31, 26	--	0.00%
US BANCORP \DE\	1.00K	Mar 31, 26	-3.49K	0.00%
IFP Advisors, Inc	1.00K	Mar 31, 26	--	0.00%
Creative Capital Management Investments LLC	921	Mar 31, 26	+921	0.00%
EASTERN BANK	828	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	755	Mar 31, 26	+1	0.00%
Atlantic Union Bankshares Corp	750	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	682	Mar 31, 26	+1	0.00%
MATHER GROUP, LLC.	500	Mar 31, 26	+500	0.00%
Millstone Evans Group, LLC	500	Mar 31, 26	--	0.00%
Avion Wealth	462	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	444	Mar 31, 26	+2	0.00%
Spire Wealth Management	430	Mar 31, 26	--	0.00%
FNY Investment Advisers, LLC	400	Mar 31, 26	+400	0.00%
Decker Retirement Planning Inc.	300	Mar 31, 26	+300	0.00%
JPMORGAN CHASE & CO	200	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	200	Mar 31, 26	--	0.00%
EQ WEALTH ADVISORS, LLC	--	Mar 31, 26	-5.18K	--
Coastwise Capital Group, LLC	--	Mar 31, 26	-12.92K	--
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-630.45K	--
TCTC Holdings, LLC	--	Mar 31, 26	-4.26K	--
Venture Visionary Partners LLC	--	Mar 31, 26	-13.03K	--
Investment Research & Advisory Group, Inc.	--	Mar 31, 26	-54	--
Camelot Portfolios, LLC	--	Mar 31, 26	-5.00K	--
BARTLETT & CO. WEALTH MANAGEMENT LLC	--	Mar 31, 26	-2.23K	--
StoneX Group Inc.	--	Mar 31, 26	-14.18K	--
Tortoise Investment Management, LLC	--	Mar 31, 26	-112.75K	--
Independence Bank of Kentucky	--	Mar 31, 26	-300	--
Virtu Financial LLC	--	Mar 31, 26	-41.44K	--
ROBINSON CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-85.38K	--
Strategic Investment Solutions, Inc. /IL	--	Mar 31, 26	-1.00K	--
Wealth Management Associates, Inc.	--	Mar 31, 26	-14.40K	--
SEVEN MILE ADVISORY	--	Mar 31, 26	-466.24K	--
BlueChip Wealth Advisors LLC	--	Mar 31, 26	-25.45K	--
Cerity Partners LLC	--	Mar 31, 26	-31.39K	--
EverSource Wealth Advisors, LLC	--	Mar 31, 26	-3.10K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-1.55K	--
Navalign, LLC	--	Mar 31, 26	-1.66K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-500	--
CHOREO, LLC	--	Mar 31, 26	-12.33K	--
BANK OF AMERICA CORP /DE/	1.10M	Dec 31, 25	+199.36K	0.53%
Summit Financial Wealth Advisors, LLC	49.82K	Dec 31, 25	-19.57K	0.02%
NewEdge Advisors, LLC	47.06K	Dec 31, 25	+14.19K	0.02%
COMERICA BANK	21.85K	Dec 31, 25	+1.00K	0.01%
CIBC Private Wealth Group, LLC	20.56K	Dec 31, 25	--	0.01%
FLAGSHIP WEALTH ADVISORS, LLC	5.63K	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	2.93K	Dec 31, 25	+964	0.00%
Gould Capital, LLC	1.55K	Dec 31, 25	--	0.00%
Asset Dedication, LLC	535	Dec 31, 25	+535	0.00%
OPTIMUM INVESTMENT ADVISORS	43.00K	Sep 30, 25	-700	0.02%
Moloney Securities Asset Management, LLC	12.04K	Sep 30, 25	--	0.01%
MARSHALL & SULLIVAN INC /WA/	--	Sep 30, 25	-1.84K	--
Sonora Investment Management Group, LLC	--	Sep 30, 25	-15.12K	--
Good Life Advisors, LLC	42.70K	Jun 30, 25	+449	0.02%
Summit X, LLC	24.39K	Jun 30, 25	-20.39K	0.01%
Financial Gravity Companies, Inc.	2.00K	Jun 30, 25	+2.00K	0.00%
Sheaff Brock Investment Advisors, LLC	14.60K	Mar 31, 25	--	0.01%
Sandy Spring Bank	750	Mar 31, 25	--	0.00%
WINTRUST INVESTMENTS LLC	1.71K	Dec 31, 24	+400	0.00%
RAYMOND JAMES & ASSOCIATES	1.60M	Sep 30, 24	-6.84K	0.77%
Raymond James Financial Services Advisors, Inc.	863.14K	Sep 30, 24	+252.49K	0.42%
RAYMOND JAMES TRUST N.A.	35.82K	Sep 30, 24	+7.68K	0.02%
GYL FINANCIAL SYNERGIES, LLC	30.65K	Sep 30, 24	--	0.01%
Annapolis Financial Services, LLC	3.70K	Sep 30, 24	--	0.00%
M&R CAPITAL MANAGEMENT INC	1.00K	Sep 30, 24	--	0.00%
BlackRock Inc.	191.06K	Jun 30, 24	--	0.09%
BENJAMIN F. EDWARDS & COMPANY, INC.	24.75K	Jun 30, 24	--	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-854.26K	--
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	43.00K	Mar 31, 24	--	0.02%
Cetera Advisors LLC	22.54K	Mar 31, 24	+118	0.01%
Cetera Advisor Networks LLC	18.14K	Mar 31, 24	+2.22K	0.01%
Baystate Wealth Management LLC	3.58K	Dec 31, 23	+546	0.00%
Bartlett & Co. LLC	1.83K	Dec 31, 23	--	0.00%
TIEDEMANN ADVISORS, LLC	582.91K	Sep 30, 23	+55.43K	0.28%
Johnson Midwest Financial, LLC	52	Sep 30, 23	--	0.00%
V Wealth Advisors LLC	--	Sep 30, 23	-49.85K	--
TIAA, FSB	20.19K	Jun 30, 23	--	0.01%
First Command Bank	10.84K	Jun 30, 23	+10.84K	0.01%
First Command Financial Services, Inc.	10.84K	Jun 30, 23	+10.84K	0.01%
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	32.37K	Dec 31, 22	-8.97K	0.02%
BOENNING & SCATTERGOOD, INC.	22.50K	Dec 31, 22	+22.50K	0.01%
Sargent Bickham Lagudis LLC	600	Dec 31, 22	--	0.00%
Lloyd Park, LLC	68.30K	Sep 30, 22	+420	0.03%
CPWM, LLC	23.42K	Sep 30, 22	+23.42K	0.01%
Covington Capital Management	500	Sep 30, 22	--	0.00%
Brown Advisory Securities, LLC	--	Sep 30, 22	-12.03K	--
Strategic Asset Management, LLC	--	Sep 30, 22	-900	--
DIXON HUBARD FEINOUR & BROWN INC/VA	127.31K	Jun 30, 22	+277	0.06%
Frontier Wealth Management LLC	10.00K	Jun 30, 22	+10.00K	0.00%
BIVIN & ASSOCIATES, INC.	2.00K	Jun 30, 22	--	0.00%
BAR HARBOR TRUST SERVICES	--	Jun 30, 22	-874.63K	--
Private Capital Group, LLC	--	Jun 30, 22	-1.00K	--
Winfield Associates, Inc.	89.10K	Mar 31, 22	--	0.04%
Swaine & Leidel Wealth Services, LLC	328	Mar 31, 22	+328	0.00%
6 Meridian	134.66K	Dec 31, 21	+134.66K	0.06%
QUEST CAPITAL MANAGEMENT INC /ADV	16.24K	Dec 31, 21	-12.01K	0.01%
NEXT Financial Group, Inc	8.45K	Dec 31, 21	+2.73K	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	37.80K	Sep 30, 21	+250	0.02%
LEVEL FOUR FINANCIAL, LLC	21.13K	Sep 30, 21	+250	0.01%
Filbrandt Wealth Management, LLC	1.67K	Sep 30, 21	--	0.00%
BBVA USA	930	Sep 30, 21	+930	0.00%
20/20 Capital Management, Inc.	23.19K	Jun 30, 21	--	0.01%
Sullivan, Bruyette, Speros & Blaney, LLC	69.31K	Mar 31, 21	--	0.03%
Watson Rebecca	26.07K	Sep 30, 20	--	0.01%
Partnervest Advisory Services LLC	12.73K	Sep 30, 20	--	0.01%
TRUEWEALTH LLC	1.60K	Jun 30, 20	--	0.00%
Advisor Group, Inc.	191.55K	Dec 31, 19	+25.17K	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	81.51K	Dec 31, 19	-10.12K	0.04%
BB&T SECURITIES, LLC	13.16K	Sep 30, 19	-1.00K	0.01%
SUNTRUST BANKS INC	11.62K	Sep 30, 19	--	0.01%
Stevens First Principles Investment Advisors	550.09K	Jun 30, 19	-11.42K	0.27%
Stokes & Hubbell Capital Management, LLC	11.83K	Mar 31, 19	+2	0.01%
TRUST DEPARTMENT MB FINANCIAL BANK N A	5.25K	Mar 31, 19	--	0.00%
NEXT Financial Holdings	400	Mar 31, 19	+400	0.00%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	23.20K	Dec 31, 18	-6.80K	0.01%
Horizon Kinetics LLC	15.38K	Dec 31, 18	-310	0.01%
Yellowstone Partners, LLC	39.62K	Dec 31, 17	+48	0.02%
Cornerstone Financial Partners, LLC	22.77K	Dec 31, 17	-2.78K	0.01%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-28.97K	--
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	14.06K	Sep 30, 17	+134	0.01%
GIRARD SECURITIES, INC.	--	Sep 30, 17	-10.45K	--
Commonwealth Equity Services, Inc	176.25K	Jun 30, 17	-3.95K	0.08%
WFG Advisors, LP	3.62K	Jun 30, 17	+24	0.00%
FIRST FINANCIAL EQUITY CORPORATION	82.97K	Mar 31, 17	+82.97K	0.04%
TIAA CREF TRUST CO FSB/MO	--	Mar 31, 17	-22.21K	--
MSI Financial Services Inc	92.99K	Dec 31, 16	-12.99K	0.04%
KEELEY ASSET MANAGEMENT CORP	22.63K	Dec 31, 16	-2.23K	0.01%
KANALY TRUST CO	2.00K	Dec 31, 16	--	0.00%
INTEGRATED WEALTH COUNSEL, LLC	854	Dec 31, 16	--	0.00%
Investors Capital Advisory Services	14.21K	Jun 30, 16	-674	0.01%
NEWGATE CAPITAL MANAGEMENT LLC	--	Jun 30, 16	-34.86K	--
Cleary Gull Holdings Inc.	43.00K	Mar 31, 16	+43.00K	0.02%
BAIRD ROBERT W & CO INC /WI/	2.27M	Mar 31, 15	+27.50K	1.09%
Relative Value Partners, LLC	112.35K	Mar 31, 15	-1.26K	0.05%
BOSTON PRIVATE BANK & TRUST CO	700	Mar 31, 15	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	13.40K	Dec 31, 14	+5.00K	0.01%
SHAPIRO ROBERT N	5.46K	Dec 31, 14	--	0.00%
VALLEY NATIONAL BANCORP	1.70K	Dec 31, 14	--	0.00%
UBS AG	1.13M	Sep 30, 14	+62.13K	0.54%
McAdams Wright Ragen, Inc.	225.65K	Sep 30, 14	-2.83K	0.11%
1919 Investment Counsel, LLC	500	Sep 30, 14	--	0.00%
OTA LLC	24.96K	Jun 30, 14	+24.96K	0.01%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-24.74K	--
Jane Street Holding, LLC	--	Dec 31, 13	-12.20K	--
STIFEL NICOLAUS & CO INC \MO\	350.47K	Sep 30, 13	+64.07K	0.17%
KNIGHT CAPITAL GROUP LLC	10.69K	Jun 30, 13	+10.69K	0.01%
First Allied Securities, Inc.	148.16K	Jun 30, 12	+32.34K	0.07%
FREESTONE CAPITAL MANAGEMENT LLC	7.70K	Dec 31, 09	+7.70K	0.00%

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Holder

Date

Change

% Held

UBS Group AG

7.06M

Mar 31, 26

-117.99K

3.40%

MORGAN STANLEY

4.51M

Mar 31, 26

+72.58K

2.17%

GUGGENHEIM CAPITAL LLC

2.91M

Mar 31, 26

+398.16K

1.40%

Hennion & Walsh Asset Management, Inc.

2.44M

Mar 31, 26

+98.62K

1.18%

RAYMOND JAMES FINANCIAL INC

2.20M

Mar 31, 26

+28.50K

1.06%

WELLS FARGO & COMPANY/MN

2.09M

Mar 31, 26

-79.11K

1.00%

LPL Financial LLC

1.15M

Mar 31, 26

+61.38K

0.56%

VAN ECK ASSOCIATES CORP

1.07M

Mar 31, 26

+1.45K

0.51%

JONES FINANCIAL COMPANIES LLLP

993.17K

Mar 31, 26

+203.16K

0.48%

Granby Capital Management, LLC

836.11K

Mar 31, 26

-163.89K

0.40%

MERCER GLOBAL ADVISORS INC /ADV

740.77K

Mar 31, 26

+6.62K

0.36%

Chicago Partners Investment Group LLC

683.15K

Mar 31, 26

-24.68K

0.33%

STIFEL FINANCIAL CORP

667.79K

Mar 31, 26

+30.52K

0.32%

1607 Capital Partners, LLC

624.72K

Mar 31, 26

-1.28M

0.30%

ROYAL BANK OF CANADA

620.21K

Mar 31, 26

+49.65K

0.30%

Congress Park Capital LLC

594.13K

Mar 31, 26

-115.00K

0.29%

COMMONWEALTH EQUITY SERVICES, LLC

513.25K

Mar 31, 26

+22.54K

0.25%

Prospera Financial Services Inc

476.16K

Mar 31, 26

+567

0.23%

Rockefeller Capital Management L.P.

472.56K

Mar 31, 26

+3.75K

0.23%

BAR HARBOR WEALTH MANAGEMENT

468.82K

Mar 31, 26

+98.00K

0.23%

Cambridge Investment Research Advisors, Inc.

453.07K

Mar 31, 26

+41.88K

0.22%

Dynamic Financial Group

268.38K

Mar 31, 26

+289

0.13%

ROMAN BUTLER FULLERTON & CO

251.55K

Mar 31, 26

+1.18K

0.12%

AMERIPRISE FINANCIAL INC

240.87K

Mar 31, 26

+6.79K

0.12%

Sanctuary Advisors, LLC

222.73K

Mar 31, 26

-3.16K

0.11%

Baird Financial Group, Inc.

220.17K

Mar 31, 26

-2.79K

0.11%

PKS Advisory Services, LLC

213.22K

Mar 31, 26

+33.85K

0.10%

Koshinski Asset Management, Inc.

209.45K

Mar 31, 26

-96

0.10%

Cresta Advisors, Ltd.

180.84K

Mar 31, 26

0.09%

IBEX WEALTH ADVISORS

162.19K

Mar 31, 26

-7.80K

0.08%

Janney Montgomery Scott LLC

158.47K

Mar 31, 26

+3.22K

0.08%

Breakwater Capital Group

156.27K

Mar 31, 26

+35.75K

0.08%

Orca Wealth Management, LLC

153.11K

Mar 31, 26

+123.63K

0.07%

Blake Schutter Theil Wealth Advisors, LLC

148.38K

Mar 31, 26

0.07%

Cetera Investment Advisers

146.91K

Mar 31, 26

+21.62K

0.07%

Mathes Company, Inc.

145.00K

Mar 31, 26

0.07%

Tandem Financial, LLC

139.79K

Mar 31, 26

+11.70K

0.07%

Kestra Advisory Services, LLC

137.43K

Mar 31, 26

+9.26K

0.07%

Citizens National Bank Trust Department

136.09K

Mar 31, 26

-2.38K

0.07%

ADVISOR GROUP HOLDINGS, INC.

132.40K

Mar 31, 26

-25.06K

0.06%

Cartesian Growth Corp

132.21K

Mar 31, 26

0.06%

HARMONY ASSET MANAGEMENT LLC

128.20K

Mar 31, 26

+9.50K

0.06%

High Net Worth Advisory Group LLC

123.00K

Mar 31, 26

+28.00K

0.06%

SMITH, MOORE & CO.

119.09K

Mar 31, 26

-6.81K

0.06%

HighTower Advisors, LLC

115.98K

Mar 31, 26

-11.60K

0.06%

Venturi Wealth Management, LLC

115.69K

Mar 31, 26

+10.45K

0.06%

ACCREDITED INVESTOR SERVICES, LLC

115.03K

Mar 31, 26

+9.73K

0.06%

EHRLICH FINANCIAL GROUP

114.67K

Mar 31, 26

+114.67K

0.06%

Whitaker-Myers Wealth Managers, LTD.

106.02K

Mar 31, 26

+58.69K

0.05%

Broyhill Asset Management

105.31K

Mar 31, 26

0.05%

Invesco Ltd.

104.53K

Mar 31, 26

+42.02K

0.05%

BENJAMIN EDWARDS INC

104.23K

Mar 31, 26

+79.18K

0.05%

Mesirow Financial Investment Management, Inc.

99.69K

Mar 31, 26

+49.91K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

99.66K

Mar 31, 26

+608

0.05%

Stratos Wealth Partners, LTD.

99.02K

Mar 31, 26

+20.76K

0.05%

Advisors Asset Management, Inc.

98.14K

Mar 31, 26

-79.70K

0.05%

Concurrent Investment Advisors, LLC

92.66K

Mar 31, 26

0.04%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

91.28K

Mar 31, 26

-83

0.04%

HOWARD FINANCIAL SERVICES, LTD.

90.06K

Mar 31, 26

0.04%

Allworth Financial LP

89.40K

Mar 31, 26

+434

0.04%

Steward Partners Investment Advisory, LLC

89.29K

Mar 31, 26

-249

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

85.70K

Mar 31, 26

+20.98K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

70.90K

Mar 31, 26

-513

0.03%

SEAMOUNT FINANCIAL GROUP INC

70.78K

Mar 31, 26

-4.74K

0.03%

Hilltop Holdings Inc.

70.60K

Mar 31, 26

+1.24K

0.03%

Creative Planning

69.04K

Mar 31, 26

-84

0.03%

Disciplined Investments, LLC

65.48K

Mar 31, 26

+2.53K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

64.65K

Mar 31, 26

+5.15K

0.03%

Colony Group, LLC

60.17K

Mar 31, 26

-1.82M

0.03%

SHEPHERD KAPLAN KROCHUK, LLC

60.05K

Mar 31, 26

0.03%

WCG Wealth Advisors LLC

60.04K

Mar 31, 26

+991

0.03%

Pathway Financial Advisers, LLC

59.84K

Mar 31, 26

+761

0.03%

ORLEANS CAPITAL MANAGEMENT CORP/LA

59.20K

Mar 31, 26

0.03%

Ackerman Capital Advisors, LLC

55.81K

Mar 31, 26

+36.21K

0.03%

JANE STREET GROUP, LLC

54.22K

Mar 31, 26

-100.89K

0.03%

JAMES INVESTMENT RESEARCH INC

54.12K

Mar 31, 26

0.03%

Jacobi Capital Management LLC

53.41K

Mar 31, 26

-947

0.03%

Pensionmark Financial Group, LLC

52.18K

Mar 31, 26

+1.65K

0.03%

Capital Advisors Wealth Management, LLC

50.17K

Mar 31, 26

+13.45K

0.02%

Wellington Shields Capital Management, LLC

50.00K

Mar 31, 26

0.02%

VestGen Advisors, LLC

48.89K

Mar 31, 26

+4.50K

0.02%

DAVENPORT & Co LLC

47.91K

Mar 31, 26

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

47.12K

Mar 31, 26

-23.49K

0.02%

Callahan Advisors, LLC

46.36K

Mar 31, 26

0.02%

TRUIST FINANCIAL CORP

44.90K

Mar 31, 26

-497

0.02%

WEDBUSH SECURITIES INC

44.59K

Mar 31, 26

-2.69K

0.02%

ENVESTNET ASSET MANAGEMENT INC

43.94K

Mar 31, 26

-7.54K

0.02%

Fortitude Advisory Group L.L.C.

43.37K

Mar 31, 26

0.02%

Clearstead Advisors, LLC

43.00K

Mar 31, 26

0.02%

MGO ONE SEVEN LLC

42.23K

Mar 31, 26

+84

0.02%

NAPLES GLOBAL ADVISORS, LLC

42.00K

Mar 31, 26

0.02%

MAGNOLIA CAPITAL ADVISORS LLC

41.37K

Mar 31, 26

+2.77K

0.02%

Johnson Financial Group, Inc.

37.50K

Mar 31, 26

-5.00K

0.02%

PFG Investments, LLC

36.72K

Mar 31, 26

+164

0.02%

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

36.72K

Mar 31, 26

0.02%

WealthBridge Capital Management, LLC

35.20K

Mar 31, 26

0.02%

Lantz Financial LLC

34.65K

Mar 31, 26

-2.50K

0.02%

Capital Square, LLC

34.42K

Mar 31, 26

+5.00K

0.02%

VICUS CAPITAL

34.34K

Mar 31, 26

+242

0.02%

MELFA WEALTH MANAGEMENT, LLC

32.85K

Mar 31, 26

-298

0.02%

Equitable Holdings, Inc.

32.68K

Mar 31, 26

+17.53K

0.02%

BROWN ADVISORY INC

32.67K

Mar 31, 26

0.02%

MAI Capital Management

32.45K

Mar 31, 26

0.02%

Capital Investment Advisors, LLC

32.29K

Mar 31, 26

-1.54K

0.02%

Wealthspire Advisors, LLC

31.53K

Mar 31, 26

0.02%

Private Advisor Group, LLC

31.44K

Mar 31, 26

+10.55K

0.02%

Independent Advisor Alliance

30.10K

Mar 31, 26

+30.10K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

29.54K

Mar 31, 26

+6.07K

0.01%

Second Half Financial Partners, LLC

29.46K

Mar 31, 26

0.01%

Mayflower Financial Advisors, LLC

27.37K

Mar 31, 26

0.01%

HUNTINGTON NATIONAL BANK

27.32K

Mar 31, 26

-14.68K

0.01%

Element Wealth, LLC

26.20K

Mar 31, 26

-1.47K

0.01%

Pinnacle Bancorp, Inc.

26.00K

Mar 31, 26

0.01%

Moors & Cabot, Inc.

25.57K

Mar 31, 26

-500

0.01%

SIMON QUICK ADVISORS, LLC

23.64K

Mar 31, 26

+23.64K

0.01%

Corps Capital Advisors, LLC

23.50K

Mar 31, 26

0.01%

Buckingham Strategic Partners

22.54K

Mar 31, 26

+22.54K

0.01%

SeaCrest Wealth Management, LLC

22.20K

Mar 31, 26

-2.48K

0.01%

Mutual Advisors, LLC

22.19K

Mar 31, 26

+11.04K

0.01%

CENTRAL TRUST Co

22.03K

Mar 31, 26

0.01%

Lummis Asset Management, LP

22.00K

Mar 31, 26

0.01%

Golden State Equity Partners

21.98K

Mar 31, 26

+2.33K

0.01%

FIFTH THIRD BANCORP

21.85K

Mar 31, 26

+21.85K

0.01%

ISLAY CAPITAL MANAGEMENT, LLC

21.75K

Mar 31, 26

+6.50K

0.01%

Icon Wealth Advisors, LLC

21.52K

Mar 31, 26

0.01%

Caitlin John, LLC

21.50K

Mar 31, 26

-3.20K

0.01%

Beacon Pointe Advisors, LLC

20.80K

Mar 31, 26

-5.49K

0.01%

DELTA FINANCIAL ADVISORS LLC

20.13K

Mar 31, 26

0.01%

STALEY CAPITAL ADVISERS INC

20.00K

Mar 31, 26

-2.00K

0.01%

Penbrook Management LLC

20.00K

Mar 31, 26

0.01%

Ethos Financial Group, LLC

19.94K

Mar 31, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

19.60K

Mar 31, 26

-5.00K

0.01%

D.A. DAVIDSON & CO.

19.58K

Mar 31, 26

-2.39K

0.01%

ORG Wealth Partners, LLC

19.33K

Mar 31, 26

0.01%

Busey Wealth Management

18.38K

Mar 31, 26

-3.37K

0.01%

WESBANCO BANK INC

18.16K

Mar 31, 26

0.01%

Narwhal Capital Management

17.99K

Mar 31, 26

-8.06K

0.01%

Lido Advisors, LLC

16.79K

Mar 31, 26

+1.44K

0.01%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

16.71K

Mar 31, 26

+111

0.01%

CAPTRUST FINANCIAL ADVISORS

16.61K

Mar 31, 26

-2.63K

0.01%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

16.25K

Mar 31, 26

0.01%

Dakota Wealth Management

15.90K

Mar 31, 26

+2.93K

0.01%

HARRIS ASSOCIATES L P

14.85K

Mar 31, 26

0.01%

Oxbow Advisors, LLC

14.84K

Mar 31, 26

0.01%

Snowden Capital Advisors LLC

14.76K

Mar 31, 26

0.01%

Kingsview Wealth Management, LLC

14.25K

Mar 31, 26

+2.28K

0.01%

HARBOUR INVESTMENTS, INC.

14.19K

Mar 31, 26

+5.73K

0.01%

Modera Wealth Management, LLC

13.81K

Mar 31, 26

-3.67K

0.01%

Saxony Capital Management, LLC

13.75K

Mar 31, 26

0.01%

UHLMANN PRICE SECURITIES, LLC

13.65K

Mar 31, 26

+34

0.01%

Rock Point Advisors, LLC

13.25K

Mar 31, 26

0.01%

Sightline Wealth Advisors, LLC

13.17K

Mar 31, 26

+51

0.01%

Plan Group Financial, LLC

12.98K

Mar 31, 26

0.01%

IVC Wealth Advisors LLC

12.85K

Mar 31, 26

0.01%

STEPHENS INC /AR/

12.83K

Mar 31, 26

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

12.67K

Mar 31, 26

0.01%

PINNACLE ASSOCIATES LTD

12.64K

Mar 31, 26

0.01%

Clarity Financial LLC

12.26K

Mar 31, 26

0.01%

Kovack Advisors, Inc.

12.05K

Mar 31, 26

+12.05K

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

11.92K

Mar 31, 26

+11.92K

0.01%

Sowell Financial Services LLC

11.79K

Mar 31, 26

0.01%

Mariner, LLC

11.66K

Mar 31, 26

-12.33K

0.01%

Annex Advisory Services, LLC

11.59K

Mar 31, 26

0.01%

HORIZON KINETICS ASSET MANAGEMENT LLC

11.55K

Mar 31, 26

0.01%

Essex Savings Bank

11.52K

Mar 31, 26

0.01%

Advisory Services Network, LLC

11.08K

Mar 31, 26

0.01%

CI Private Wealth, LLC

10.96K

Mar 31, 26

-57.20K

0.01%

IHT Wealth Management, LLC

10.89K

Mar 31, 26

+10.89K

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

10.85K

Mar 31, 26

0.01%

Richmond Investment Services, LLC

10.81K

Mar 31, 26

0.01%

Bank of New York Mellon Corp

10.49K

Mar 31, 26

+10.49K

0.01%

ROTHSCHILD INVESTMENT LLC

10.10K

Mar 31, 26

0.00%

SHUFRO ROSE & CO LLC

10.00K

Mar 31, 26

+10.00K

0.00%

Coordinated Financial Services, Inc.

10.00K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

9.00K

Mar 31, 26

-15.39K

0.00%

BARRETT & COMPANY, INC.

8.45K

Mar 31, 26

0.00%

CWM, LLC

7.40K

Mar 31, 26

0.00%

Ancora Advisors, LLC

7.09K

Mar 31, 26

-47

0.00%

Mascoma Wealth Management LLC

5.71K

Mar 31, 26

0.00%

DAGCO, INC.

5.55K

Mar 31, 26

+40

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

5.48K

Mar 31, 26

0.00%

Hurley Capital, LLC

5.00K

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

5.00K

Mar 31, 26

+5.00K

0.00%

Tradewinds Capital Management, LLC

4.76K

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.72K

Mar 31, 26

-300

0.00%

CITIGROUP INC

4.48K

Mar 31, 26

+25

0.00%

Sound Income Strategies, LLC

4.04K

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

3.88K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

3.61K

Mar 31, 26

-2.12K

0.00%

Physician Wealth Advisors, Inc.

2.50K

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

2.50K

Mar 31, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

2.42K

Mar 31, 26

0.00%

PMV Capital Advisers, LLC

2.25K

Mar 31, 26

+16

0.00%

Center for Financial Planning, Inc.

2.08K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

2.00K

Mar 31, 26

+2.00K

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.85K

Mar 31, 26

-1.21K

0.00%

Larson Financial Group LLC

1.42K

Mar 31, 26

+525

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.22K

Mar 31, 26

+1.22K

0.00%

Federation des caisses Desjardins du Quebec

1.00K

Mar 31, 26

0.00%

US BANCORP \DE\

1.00K

Mar 31, 26

-3.49K

0.00%

IFP Advisors, Inc

1.00K

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

921

Mar 31, 26

+921

0.00%

EASTERN BANK

828

Mar 31, 26

0.00%

CoreCap Advisors, LLC

755

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

750

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

682

Mar 31, 26

0.00%

MATHER GROUP, LLC.

500

Mar 31, 26

+500

0.00%

Millstone Evans Group, LLC

500

Mar 31, 26

0.00%

Avion Wealth

462

Mar 31, 26

0.00%

Anchor Investment Management, LLC

444

Mar 31, 26

0.00%

Spire Wealth Management

430

Mar 31, 26

0.00%

FNY Investment Advisers, LLC

400

Mar 31, 26

+400

0.00%

Decker Retirement Planning Inc.

300

Mar 31, 26

+300

0.00%

JPMORGAN CHASE & CO

200

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

200

Mar 31, 26

0.00%

EQ WEALTH ADVISORS, LLC

Mar 31, 26

-5.18K

Coastwise Capital Group, LLC

Mar 31, 26

-12.92K

RIVERNORTH CAPITAL MANAGEMENT, LLC

Mar 31, 26

-630.45K

TCTC Holdings, LLC

Mar 31, 26

-4.26K

Venture Visionary Partners LLC

Mar 31, 26

-13.03K

Investment Research & Advisory Group, Inc.

Mar 31, 26

-54

Camelot Portfolios, LLC

Mar 31, 26

-5.00K

BARTLETT & CO. WEALTH MANAGEMENT LLC

Mar 31, 26

-2.23K

StoneX Group Inc.

Mar 31, 26

-14.18K

Tortoise Investment Management, LLC

Mar 31, 26

-112.75K

Independence Bank of Kentucky

Mar 31, 26

-300

Virtu Financial LLC

Mar 31, 26

-41.44K

ROBINSON CAPITAL MANAGEMENT, LLC

Mar 31, 26

-85.38K

Strategic Investment Solutions, Inc. /IL

Mar 31, 26

-1.00K

Wealth Management Associates, Inc.

Mar 31, 26

-14.40K

SEVEN MILE ADVISORY

Mar 31, 26

-466.24K

BlueChip Wealth Advisors LLC

Mar 31, 26

-25.45K

Cerity Partners LLC

Mar 31, 26

-31.39K

EverSource Wealth Advisors, LLC

Mar 31, 26

-3.10K

Tower Research Capital LLC (TRC)

Mar 31, 26

-1.55K

Navalign, LLC

Mar 31, 26

-1.66K

Cape Investment Advisory, Inc.

Mar 31, 26

-500

CHOREO, LLC

Mar 31, 26

-12.33K

BANK OF AMERICA CORP /DE/

1.10M

Dec 31, 25

+199.36K

0.53%

Summit Financial Wealth Advisors, LLC

49.82K

Dec 31, 25

-19.57K

0.02%

NewEdge Advisors, LLC

47.06K

Dec 31, 25

+14.19K

0.02%

COMERICA BANK

21.85K

Dec 31, 25

+1.00K

0.01%

CIBC Private Wealth Group, LLC

20.56K

Dec 31, 25

0.01%

FLAGSHIP WEALTH ADVISORS, LLC

5.63K

Dec 31, 25

0.00%

Global Retirement Partners, LLC

2.93K

Dec 31, 25

+964

0.00%

Gould Capital, LLC

1.55K

Dec 31, 25

0.00%

Asset Dedication, LLC

535

Dec 31, 25

+535

0.00%

OPTIMUM INVESTMENT ADVISORS

43.00K

Sep 30, 25

-700

0.02%

Moloney Securities Asset Management, LLC

12.04K

Sep 30, 25

0.01%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-1.84K

Sonora Investment Management Group, LLC

Sep 30, 25

-15.12K

Good Life Advisors, LLC

42.70K

Jun 30, 25

+449

0.02%

Summit X, LLC

24.39K

Jun 30, 25

-20.39K

0.01%

Financial Gravity Companies, Inc.

2.00K

Jun 30, 25

+2.00K

0.00%

Sheaff Brock Investment Advisors, LLC

14.60K

Mar 31, 25

0.01%

Sandy Spring Bank

750

Mar 31, 25

0.00%

WINTRUST INVESTMENTS LLC

1.71K

Dec 31, 24

+400

0.00%

RAYMOND JAMES & ASSOCIATES

1.60M

Sep 30, 24

-6.84K

0.77%

Raymond James Financial Services Advisors, Inc.

863.14K

Sep 30, 24

+252.49K

0.42%

RAYMOND JAMES TRUST N.A.

35.82K

Sep 30, 24

+7.68K

0.02%

GYL FINANCIAL SYNERGIES, LLC

30.65K

Sep 30, 24

0.01%

Annapolis Financial Services, LLC

3.70K

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

1.00K

Sep 30, 24

0.00%

BlackRock Inc.

191.06K

Jun 30, 24

0.09%

BENJAMIN F. EDWARDS & COMPANY, INC.

24.75K

Jun 30, 24

0.01%

Relative Value Partners Group, LLC

Jun 30, 24

-854.26K

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

43.00K

Mar 31, 24

0.02%

Cetera Advisors LLC

22.54K

Mar 31, 24

+118

0.01%

Cetera Advisor Networks LLC

18.14K

Mar 31, 24

+2.22K

0.01%

Baystate Wealth Management LLC

3.58K

Dec 31, 23

+546

0.00%

Bartlett & Co. LLC

1.83K

Dec 31, 23

0.00%

TIEDEMANN ADVISORS, LLC

582.91K

Sep 30, 23

+55.43K

0.28%

Johnson Midwest Financial, LLC

Sep 30, 23

0.00%

V Wealth Advisors LLC

Sep 30, 23

-49.85K

TIAA, FSB

20.19K

Jun 30, 23

0.01%

First Command Bank

10.84K

Jun 30, 23

+10.84K

0.01%

First Command Financial Services, Inc.

10.84K

Jun 30, 23

+10.84K

0.01%

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

32.37K

Dec 31, 22

-8.97K

0.02%

BOENNING & SCATTERGOOD, INC.

22.50K

Dec 31, 22

+22.50K

0.01%

Sargent Bickham Lagudis LLC

600

Dec 31, 22

0.00%

Lloyd Park, LLC

68.30K

Sep 30, 22

+420

0.03%

CPWM, LLC

23.42K

Sep 30, 22

+23.42K

0.01%

Covington Capital Management

500

Sep 30, 22

0.00%

Brown Advisory Securities, LLC

Sep 30, 22

-12.03K

Strategic Asset Management, LLC

Sep 30, 22

-900

DIXON HUBARD FEINOUR & BROWN INC/VA

127.31K

Jun 30, 22

+277

0.06%

Frontier Wealth Management LLC

10.00K

Jun 30, 22

+10.00K

0.00%

BIVIN & ASSOCIATES, INC.

2.00K

Jun 30, 22

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

-874.63K

Private Capital Group, LLC

Jun 30, 22

-1.00K

Winfield Associates, Inc.

89.10K

Mar 31, 22

0.04%

Swaine & Leidel Wealth Services, LLC

328

Mar 31, 22

+328

0.00%

6 Meridian

134.66K

Dec 31, 21

+134.66K

0.06%

QUEST CAPITAL MANAGEMENT INC /ADV

16.24K

Dec 31, 21

-12.01K

0.01%

NEXT Financial Group, Inc

8.45K

Dec 31, 21

+2.73K

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

37.80K

Sep 30, 21

+250

0.02%

LEVEL FOUR FINANCIAL, LLC

21.13K

Sep 30, 21

+250

0.01%

Filbrandt Wealth Management, LLC

1.67K

Sep 30, 21

0.00%

BBVA USA

930

Sep 30, 21

+930

0.00%

20/20 Capital Management, Inc.

23.19K

Jun 30, 21

0.01%

Sullivan, Bruyette, Speros & Blaney, LLC

69.31K

Mar 31, 21

0.03%

Watson Rebecca

26.07K

Sep 30, 20

0.01%

Partnervest Advisory Services LLC

12.73K

Sep 30, 20

0.01%

TRUEWEALTH LLC

1.60K

Jun 30, 20

0.00%

Advisor Group, Inc.

191.55K

Dec 31, 19

+25.17K

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

81.51K

Dec 31, 19

-10.12K

0.04%

BB&T SECURITIES, LLC

13.16K

Sep 30, 19

-1.00K

0.01%

SUNTRUST BANKS INC

11.62K

Sep 30, 19

0.01%

Stevens First Principles Investment Advisors

550.09K

Jun 30, 19

-11.42K

0.27%

Stokes & Hubbell Capital Management, LLC

11.83K

Mar 31, 19

0.01%

TRUST DEPARTMENT MB FINANCIAL BANK N A

5.25K

Mar 31, 19

0.00%

NEXT Financial Holdings

400

Mar 31, 19

+400

0.00%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

23.20K

Dec 31, 18

-6.80K

0.01%

Horizon Kinetics LLC

15.38K

Dec 31, 18

-310

0.01%

Yellowstone Partners, LLC

39.62K

Dec 31, 17

+48

0.02%

Cornerstone Financial Partners, LLC

22.77K

Dec 31, 17

-2.78K

0.01%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-28.97K

PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC

14.06K

Sep 30, 17

+134

0.01%

GIRARD SECURITIES, INC.

Sep 30, 17

-10.45K

Commonwealth Equity Services, Inc

176.25K

Jun 30, 17

-3.95K

0.08%

WFG Advisors, LP

3.62K

Jun 30, 17

+24

0.00%

FIRST FINANCIAL EQUITY CORPORATION

82.97K

Mar 31, 17

+82.97K

0.04%

TIAA CREF TRUST CO FSB/MO

Mar 31, 17

-22.21K

MSI Financial Services Inc

92.99K

Dec 31, 16

-12.99K

0.04%

KEELEY ASSET MANAGEMENT CORP

22.63K

Dec 31, 16

-2.23K

0.01%

KANALY TRUST CO

2.00K

Dec 31, 16

0.00%

INTEGRATED WEALTH COUNSEL, LLC

854

Dec 31, 16

0.00%

Investors Capital Advisory Services

14.21K

Jun 30, 16

-674

0.01%

NEWGATE CAPITAL MANAGEMENT LLC

Jun 30, 16

-34.86K

Cleary Gull Holdings Inc.

43.00K

Mar 31, 16

+43.00K

0.02%

BAIRD ROBERT W & CO INC /WI/

2.27M

Mar 31, 15

+27.50K

1.09%

Relative Value Partners, LLC

112.35K

Mar 31, 15

-1.26K

0.05%

BOSTON PRIVATE BANK & TRUST CO

700

Mar 31, 15

0.00%

NEW ENGLAND SECURITIES CORP /MA/

13.40K

Dec 31, 14

+5.00K

0.01%

SHAPIRO ROBERT N

5.46K

Dec 31, 14

0.00%

VALLEY NATIONAL BANCORP

1.70K

Dec 31, 14

0.00%

UBS AG

1.13M

Sep 30, 14

+62.13K

0.54%

McAdams Wright Ragen, Inc.

225.65K

Sep 30, 14

-2.83K

0.11%

1919 Investment Counsel, LLC

500

Sep 30, 14

0.00%

OTA LLC

24.96K

Jun 30, 14

+24.96K

0.01%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-24.74K

Jane Street Holding, LLC

Dec 31, 13

-12.20K

STIFEL NICOLAUS & CO INC \MO\

350.47K

Sep 30, 13

+64.07K

0.17%

KNIGHT CAPITAL GROUP LLC

10.69K

Jun 30, 13

+10.69K

0.01%

First Allied Securities, Inc.

148.16K

Jun 30, 12

+32.34K

0.07%

FREESTONE CAPITAL MANAGEMENT LLC

7.70K

Dec 31, 09

+7.70K

0.00%