Royce Micro-Cap Trust, Inc.(RMT)

$14.68▲0.04 (27.32%)

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Royce Micro-Cap Trust, Inc.(RMT)

NYSE

$14.68▲0.04 (27.32%)

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RMT(RMT)

RMT

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 144 Institutional Holders

Holder	Shares	Date	Change	% Held
Saba Capital Management, L.P.	2.97M	Mar 31, 26	+350.49K	5.55%
MORGAN STANLEY	2.63M	Mar 31, 26	-20.58K	4.92%
LPL Financial LLC	1.08M	Mar 31, 26	+60.32K	2.02%
Modern Wealth Management, LLC	1.03M	Mar 31, 26	-24.88K	1.92%
Allspring Global Investments Holdings, LLC	1.01M	Mar 31, 26	+11.52K	1.90%
Alexander Randolph Advisory, Inc.	980.55K	Mar 31, 26	+12.01K	1.83%
RIVERNORTH CAPITAL MANAGEMENT, LLC	898.55K	Mar 31, 26	+5.42K	1.68%
UBS Group AG	865.40K	Mar 31, 26	-23.40K	1.62%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	631.68K	Mar 31, 26	+70.89K	1.18%
WELLS FARGO & COMPANY/MN	594.73K	Mar 31, 26	+78.70K	1.11%
BANK OF AMERICA CORP /DE/	573.18K	Mar 31, 26	+10.75K	1.07%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	545.66K	Mar 31, 26	-70.32K	1.02%
FLAGSHIP HARBOR ADVISORS, LLC	528.38K	Mar 31, 26	+609	0.99%
Shaker Financial Services, LLC	396.37K	Mar 31, 26	-433.31K	0.74%
Mraz, Amerine & Associates, Inc.	350.91K	Mar 31, 26	-4.47K	0.66%
RAYMOND JAMES FINANCIAL INC	330.13K	Mar 31, 26	+7.86K	0.62%
FCA CORP /TX	313.19K	Mar 31, 26	+5.33K	0.59%
LAZARD ASSET MANAGEMENT LLC	300.00K	Mar 31, 26	+300.00K	0.56%
Altium Capital Management LP	243.05K	Mar 31, 26	+155.97K	0.45%
ROYAL BANK OF CANADA	212.41K	Mar 31, 26	-27.75K	0.40%
Waterfront Wealth Inc.	208.75K	Mar 31, 26	+208.75K	0.39%
Clearstead Advisors, LLC	203.17K	Mar 31, 26	-5.38K	0.38%
ADVISOR GROUP HOLDINGS, INC.	169.39K	Mar 31, 26	+53.29K	0.32%
HORIZON KINETICS ASSET MANAGEMENT LLC	132.81K	Mar 31, 26	-1.42K	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	125.00K	Mar 31, 26	-3.55K	0.23%
Beacon Pointe Advisors, LLC	124.72K	Mar 31, 26	-70.46K	0.23%
Moors & Cabot, Inc.	116.47K	Mar 31, 26	-2.07K	0.22%
STIFEL FINANCIAL CORP	109.00K	Mar 31, 26	+44.23K	0.20%
TrueMark Investments, LLC	106.44K	Mar 31, 26	+5.42K	0.20%
Private Advisor Group, LLC	104.99K	Mar 31, 26	-7.84K	0.20%
Advisors Asset Management, Inc.	100.83K	Mar 31, 26	+100.83K	0.19%
CAPTRUST FINANCIAL ADVISORS	98.33K	Mar 31, 26	-7.04K	0.18%
BARD ASSOCIATES INC	89.36K	Mar 31, 26	-108	0.17%
UHLMANN PRICE SECURITIES, LLC	87.40K	Mar 31, 26	+2.07K	0.16%
BROWN ADVISORY INC	74.84K	Mar 31, 26	+117	0.14%
ROBERTS GLORE & CO INC /IL/	68.12K	Mar 31, 26	+114	0.13%
DIVERSIFY WEALTH MANAGEMENT, LLC	64.65K	Mar 31, 26	+64.65K	0.12%
Hennion & Walsh Asset Management, Inc.	63.60K	Mar 31, 26	+432	0.12%
Karpus Management, Inc.	63.00K	Mar 31, 26	+63.00K	0.12%
TWIN FOCUS CAPITAL PARTNERS, LLC	62.16K	Mar 31, 26	--	0.12%
FIRST TRUST ADVISORS LP	57.45K	Mar 31, 26	+5.18K	0.11%
NWF Advisory Services Inc.	50.63K	Mar 31, 26	-7.72K	0.09%
Cetera Investment Advisers	50.04K	Mar 31, 26	+37.12K	0.09%
SAPIENT CAPITAL LLC	48.56K	Mar 31, 26	+819	0.09%
ENVESTNET ASSET MANAGEMENT INC	48.07K	Mar 31, 26	+48.07K	0.09%
SPIREPOINT PRIVATE CLIENT, LLC	47.86K	Mar 31, 26	+6.54K	0.09%
CWM, LLC	47.00K	Mar 31, 26	--	0.09%
EP Wealth Advisors, LLC	43.33K	Mar 31, 26	-1.12K	0.08%
Comprehensive Money Management Services LLC	40.47K	Mar 31, 26	+8.45K	0.08%
Cambridge Investment Research Advisors, Inc.	39.19K	Mar 31, 26	-450	0.07%
GUGGENHEIM CAPITAL LLC	36.12K	Mar 31, 26	-24.48K	0.07%
WealthShield Partners, LLC	34.45K	Mar 31, 26	-364	0.06%
Kingsview Wealth Management, LLC	31.44K	Mar 31, 26	--	0.06%
SAX WEALTH ADVISORS, LLC	31.43K	Mar 31, 26	--	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	30.56K	Mar 31, 26	-45.43K	0.06%
COMMERCE BANK	29.71K	Mar 31, 26	--	0.06%
Quantedge Capital Pte Ltd	29.40K	Mar 31, 26	-24.60K	0.05%
NewEdge Advisors, LLC	28.26K	Mar 31, 26	-12.77K	0.05%
D.A. DAVIDSON & CO.	25.86K	Mar 31, 26	+101	0.05%
Concurrent Investment Advisors, LLC	25.12K	Mar 31, 26	+25.12K	0.05%
HighTower Advisors, LLC	24.22K	Mar 31, 26	-3.39K	0.05%
Steward Partners Investment Advisory, LLC	23.52K	Mar 31, 26	-217	0.04%
DKM Wealth Management, Inc.	23.00K	Mar 31, 26	--	0.04%
Private Capital Management, LLC	21.92K	Mar 31, 26	+219	0.04%
Diversified Trust Co	20.40K	Mar 31, 26	+345	0.04%
Institute for Wealth Management, LLC.	19.95K	Mar 31, 26	--	0.04%
Kestra Advisory Services, LLC	17.48K	Mar 31, 26	+13.64K	0.03%
ECLECTIC ASSOCIATES INC /ADV	17.20K	Mar 31, 26	+17.20K	0.03%
OPPENHEIMER & CO INC	16.60K	Mar 31, 26	+279	0.03%
Janney Montgomery Scott LLC	16.19K	Mar 31, 26	-11.48K	0.03%
Spinnaker Investment Group, LLC	15.88K	Mar 31, 26	--	0.03%
STEPHENS INC /AR/	14.03K	Mar 31, 26	+236	0.03%
JFS WEALTH ADVISORS, LLC	13.90K	Mar 31, 26	--	0.03%
Wedmont Private Capital	13.89K	Mar 31, 26	+13.89K	0.03%
VERUS CAPITAL PARTNERS, LLC	13.29K	Mar 31, 26	+59	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.85K	Mar 31, 26	+12.85K	0.02%
Soltis Investment Advisors LLC	11.92K	Mar 31, 26	--	0.02%
Traub Capital Management LLC	11.44K	Mar 31, 26	-14.63K	0.02%
Vanguard National Trust Co	11.05K	Mar 31, 26	+11.05K	0.02%
Summit Financial, LLC	11.04K	Mar 31, 26	--	0.02%
PEAPACK GLADSTONE FINANCIAL CORP	10.28K	Mar 31, 26	--	0.02%
Hara Capital LLC	10.06K	Mar 31, 26	-27.90K	0.02%
TD Capital Management LLC	4.50K	Mar 31, 26	--	0.01%
SITTNER & NELSON, LLC	4.44K	Mar 31, 26	--	0.01%
NBT BANK N A /NY	4.03K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	3.47K	Mar 31, 26	+3.47K	0.01%
BARRETT & COMPANY, INC.	3.25K	Mar 31, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.00K	Mar 31, 26	+51	0.01%
WOLVERINE ASSET MANAGEMENT LLC	2.70K	Mar 31, 26	-195.62K	0.01%
Atlantic Union Bankshares Corp	2.10K	Mar 31, 26	--	0.00%
Golden State Equity Partners	1.53K	Mar 31, 26	+1.53K	0.00%
EverSource Wealth Advisors, LLC	1.30K	Mar 31, 26	--	0.00%
Colonial Trust Advisors	1.00K	Mar 31, 26	+1.00K	0.00%
Farther Finance Advisors, LLC	471	Mar 31, 26	+471	0.00%
Lodestone Wealth Management LLC	173	Mar 31, 26	--	0.00%
Allworth Financial LP	100	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	61	Mar 31, 26	--	0.00%
ASSETMARK, INC	16	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	4	Mar 31, 26	+4	0.00%
Navalign, LLC	--	Mar 31, 26	-557	--
Sage Capital Management, LLC	--	Mar 31, 26	-12.70K	--
HIGHLINE WEALTH PARTNERS LLC	--	Mar 31, 26	-200	--
1607 Capital Partners, LLC	--	Mar 31, 26	-49.33K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-65.30K	--
Heritage Wealth Management, Inc.	--	Mar 31, 26	-12.35K	--
VANGUARD GROUP INC	11.05K	Dec 31, 25	--	0.02%
Heritage Financial Services, LLC	10.10K	Dec 31, 25	+10.10K	0.02%
COMERICA BANK	--	Dec 31, 25	-77	--
Eisler Capital Management Ltd.	--	Sep 30, 25	-10.00K	--
Family Firm, Inc.	284.63K	Jun 30, 25	-3.78K	0.53%
Prairie Sky Financial Group LLC	28.44K	Jun 30, 25	+573	0.05%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-16.30K	--
CAROLINAS WEALTH CONSULTING LLC	9.34K	Mar 31, 25	--	0.02%
Sandy Spring Bank	2.10K	Mar 31, 25	--	0.00%
RAYMOND JAMES & ASSOCIATES	283.25K	Sep 30, 24	-171	0.53%
Raymond James Financial Services Advisors, Inc.	28.30K	Sep 30, 24	-6.94K	0.05%
RAYMOND JAMES TRUST N.A.	17.32K	Sep 30, 24	--	0.03%
Cetera Advisors LLC	274.43K	Mar 31, 24	+274.43K	0.51%
DFPG INVESTMENTS, LLC	71.23K	Dec 31, 23	-3.70K	0.13%
Baystate Wealth Management LLC	107	Dec 31, 23	+107	0.00%
RESOLUTE FINANCIAL, LLC	53.49K	Dec 31, 22	+1.55K	0.10%
FourThought Financial, LLC	2.11K	Sep 30, 22	+52	0.00%
Frontier Wealth Management LLC	100.48K	Jun 30, 22	+100.48K	0.19%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	846.01K	Mar 31, 22	+12.59K	1.58%
CORNERSTONE ADVISORS INC	--	Dec 31, 21	--	--
Harborview Advisors, LLC	33.53K	Sep 30, 21	+2.11K	0.06%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	20.70K	Sep 30, 21	+10.60K	0.04%
Point View Wealth Management, Inc.	53.69K	Dec 31, 20	-1.72K	0.10%
First Allied Advisory Services, Inc.	--	Sep 30, 20	-385.06K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	43.26K	Dec 31, 19	-777	0.08%
Advisor Group, Inc.	41.22K	Dec 31, 19	+3.49K	0.08%
BB&T SECURITIES, LLC	42.80K	Sep 30, 19	-6.65K	0.08%
Horizon Kinetics LLC	2.75M	Dec 31, 18	+262.63K	5.13%
Commonwealth Equity Services, Inc	13.26K	Jun 30, 17	+13.26K	0.02%
TFS CAPITAL LLC	10.20K	Jun 30, 17	+10.20K	0.02%
Virtu KCG Holdings LLC	--	Jun 30, 17	-10.09K	--
VSR Financial Services, Inc.	79.72K	Jun 30, 16	-7.18K	0.15%
Carnick & Kubik, LLC	745	Mar 31, 16	+745	0.00%
STANCORP INVESTMENT ADVISERS INC	2.97K	Mar 31, 15	+69	0.01%
UBS AG	528.13K	Sep 30, 14	+8.83K	0.99%
STIFEL NICOLAUS & CO INC \MO\	13.46K	Sep 30, 13	-580	0.03%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-17.45K	--
First Allied Securities, Inc.	66.14K	Jun 30, 12	+2.71K	0.12%
Full Value Advisors, LLC	12.55K	Sep 30, 09	+12.55K	0.02%

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Holder

Date

Change

% Held

Saba Capital Management, L.P.

2.97M

Mar 31, 26

+350.49K

5.55%

MORGAN STANLEY

2.63M

Mar 31, 26

-20.58K

4.92%

LPL Financial LLC

1.08M

Mar 31, 26

+60.32K

2.02%

Modern Wealth Management, LLC

1.03M

Mar 31, 26

-24.88K

1.92%

Allspring Global Investments Holdings, LLC

1.01M

Mar 31, 26

+11.52K

1.90%

Alexander Randolph Advisory, Inc.

980.55K

Mar 31, 26

+12.01K

1.83%

RIVERNORTH CAPITAL MANAGEMENT, LLC

898.55K

Mar 31, 26

+5.42K

1.68%

UBS Group AG

865.40K

Mar 31, 26

-23.40K

1.62%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

631.68K

Mar 31, 26

+70.89K

1.18%

WELLS FARGO & COMPANY/MN

594.73K

Mar 31, 26

+78.70K

1.11%

BANK OF AMERICA CORP /DE/

573.18K

Mar 31, 26

+10.75K

1.07%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

545.66K

Mar 31, 26

-70.32K

1.02%

FLAGSHIP HARBOR ADVISORS, LLC

528.38K

Mar 31, 26

+609

0.99%

Shaker Financial Services, LLC

396.37K

Mar 31, 26

-433.31K

0.74%

Mraz, Amerine & Associates, Inc.

350.91K

Mar 31, 26

-4.47K

0.66%

RAYMOND JAMES FINANCIAL INC

330.13K

Mar 31, 26

+7.86K

0.62%

FCA CORP /TX

313.19K

Mar 31, 26

+5.33K

0.59%

LAZARD ASSET MANAGEMENT LLC

300.00K

Mar 31, 26

+300.00K

0.56%

Altium Capital Management LP

243.05K

Mar 31, 26

+155.97K

0.45%

ROYAL BANK OF CANADA

212.41K

Mar 31, 26

-27.75K

0.40%

Waterfront Wealth Inc.

208.75K

Mar 31, 26

+208.75K

0.39%

Clearstead Advisors, LLC

203.17K

Mar 31, 26

-5.38K

0.38%

ADVISOR GROUP HOLDINGS, INC.

169.39K

Mar 31, 26

+53.29K

0.32%

HORIZON KINETICS ASSET MANAGEMENT LLC

132.81K

Mar 31, 26

-1.42K

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

125.00K

Mar 31, 26

-3.55K

0.23%

Beacon Pointe Advisors, LLC

124.72K

Mar 31, 26

-70.46K

0.23%

Moors & Cabot, Inc.

116.47K

Mar 31, 26

-2.07K

0.22%

STIFEL FINANCIAL CORP

109.00K

Mar 31, 26

+44.23K

0.20%

TrueMark Investments, LLC

106.44K

Mar 31, 26

+5.42K

0.20%

Private Advisor Group, LLC

104.99K

Mar 31, 26

-7.84K

0.20%

Advisors Asset Management, Inc.

100.83K

Mar 31, 26

+100.83K

0.19%

CAPTRUST FINANCIAL ADVISORS

98.33K

Mar 31, 26

-7.04K

0.18%

BARD ASSOCIATES INC

89.36K

Mar 31, 26

-108

0.17%

UHLMANN PRICE SECURITIES, LLC

87.40K

Mar 31, 26

+2.07K

0.16%

BROWN ADVISORY INC

74.84K

Mar 31, 26

+117

0.14%

ROBERTS GLORE & CO INC /IL/

68.12K

Mar 31, 26

+114

0.13%

DIVERSIFY WEALTH MANAGEMENT, LLC

64.65K

Mar 31, 26

+64.65K

0.12%

Hennion & Walsh Asset Management, Inc.

63.60K

Mar 31, 26

+432

0.12%

Karpus Management, Inc.

63.00K

Mar 31, 26

+63.00K

0.12%

TWIN FOCUS CAPITAL PARTNERS, LLC

62.16K

Mar 31, 26

0.12%

FIRST TRUST ADVISORS LP

57.45K

Mar 31, 26

+5.18K

0.11%

NWF Advisory Services Inc.

50.63K

Mar 31, 26

-7.72K

0.09%

Cetera Investment Advisers

50.04K

Mar 31, 26

+37.12K

0.09%

SAPIENT CAPITAL LLC

48.56K

Mar 31, 26

+819

0.09%

ENVESTNET ASSET MANAGEMENT INC

48.07K

Mar 31, 26

+48.07K

0.09%

SPIREPOINT PRIVATE CLIENT, LLC

47.86K

Mar 31, 26

+6.54K

0.09%

CWM, LLC

47.00K

Mar 31, 26

0.09%

EP Wealth Advisors, LLC

43.33K

Mar 31, 26

-1.12K

0.08%

Comprehensive Money Management Services LLC

40.47K

Mar 31, 26

+8.45K

0.08%

Cambridge Investment Research Advisors, Inc.

39.19K

Mar 31, 26

-450

0.07%

GUGGENHEIM CAPITAL LLC

36.12K

Mar 31, 26

-24.48K

0.07%

WealthShield Partners, LLC

34.45K

Mar 31, 26

-364

0.06%

Kingsview Wealth Management, LLC

31.44K

Mar 31, 26

0.06%

SAX WEALTH ADVISORS, LLC

31.43K

Mar 31, 26

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

30.56K

Mar 31, 26

-45.43K

0.06%

COMMERCE BANK

29.71K

Mar 31, 26

0.06%

Quantedge Capital Pte Ltd

29.40K

Mar 31, 26

-24.60K

0.05%

NewEdge Advisors, LLC

28.26K

Mar 31, 26

-12.77K

0.05%

D.A. DAVIDSON & CO.

25.86K

Mar 31, 26

+101

0.05%

Concurrent Investment Advisors, LLC

25.12K

Mar 31, 26

+25.12K

0.05%

HighTower Advisors, LLC

24.22K

Mar 31, 26

-3.39K

0.05%

Steward Partners Investment Advisory, LLC

23.52K

Mar 31, 26

-217

0.04%

DKM Wealth Management, Inc.

23.00K

Mar 31, 26

0.04%

Private Capital Management, LLC

21.92K

Mar 31, 26

+219

0.04%

Diversified Trust Co

20.40K

Mar 31, 26

+345

0.04%

Institute for Wealth Management, LLC.

19.95K

Mar 31, 26

0.04%

Kestra Advisory Services, LLC

17.48K

Mar 31, 26

+13.64K

0.03%

ECLECTIC ASSOCIATES INC /ADV

17.20K

Mar 31, 26

+17.20K

0.03%

OPPENHEIMER & CO INC

16.60K

Mar 31, 26

+279

0.03%

Janney Montgomery Scott LLC

16.19K

Mar 31, 26

-11.48K

0.03%

Spinnaker Investment Group, LLC

15.88K

Mar 31, 26

0.03%

STEPHENS INC /AR/

14.03K

Mar 31, 26

+236

0.03%

JFS WEALTH ADVISORS, LLC

13.90K

Mar 31, 26

0.03%

Wedmont Private Capital

13.89K

Mar 31, 26

+13.89K

0.03%

VERUS CAPITAL PARTNERS, LLC

13.29K

Mar 31, 26

+59

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.85K

Mar 31, 26

+12.85K

0.02%

Soltis Investment Advisors LLC

11.92K

Mar 31, 26

0.02%

Traub Capital Management LLC

11.44K

Mar 31, 26

-14.63K

0.02%

Vanguard National Trust Co

11.05K

Mar 31, 26

+11.05K

0.02%

Summit Financial, LLC

11.04K

Mar 31, 26

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

10.28K

Mar 31, 26

0.02%

Hara Capital LLC

10.06K

Mar 31, 26

-27.90K

0.02%

TD Capital Management LLC

4.50K

Mar 31, 26

0.01%

SITTNER & NELSON, LLC

4.44K

Mar 31, 26

0.01%

NBT BANK N A /NY

4.03K

Mar 31, 26

0.01%

Advisory Services Network, LLC

3.47K

Mar 31, 26

+3.47K

0.01%

BARRETT & COMPANY, INC.

3.25K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.00K

Mar 31, 26

+51

0.01%

WOLVERINE ASSET MANAGEMENT LLC

2.70K

Mar 31, 26

-195.62K

0.01%

Atlantic Union Bankshares Corp

2.10K

Mar 31, 26

0.00%

Golden State Equity Partners

1.53K

Mar 31, 26

+1.53K

0.00%

EverSource Wealth Advisors, LLC

1.30K

Mar 31, 26

0.00%

Colonial Trust Advisors

1.00K

Mar 31, 26

+1.00K

0.00%

Farther Finance Advisors, LLC

471

Mar 31, 26

+471

0.00%

Lodestone Wealth Management LLC

173

Mar 31, 26

0.00%

Allworth Financial LP

100

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

0.00%

Navalign, LLC

Mar 31, 26

-557

Sage Capital Management, LLC

Mar 31, 26

-12.70K

HIGHLINE WEALTH PARTNERS LLC

Mar 31, 26

-200

1607 Capital Partners, LLC

Mar 31, 26

-49.33K

Diversify Advisory Services, LLC

Mar 31, 26

-65.30K

Heritage Wealth Management, Inc.

Mar 31, 26

-12.35K

VANGUARD GROUP INC

11.05K

Dec 31, 25

0.02%

Heritage Financial Services, LLC

10.10K

Dec 31, 25

+10.10K

0.02%

COMERICA BANK

Dec 31, 25

-77

Eisler Capital Management Ltd.

Sep 30, 25

-10.00K

Family Firm, Inc.

284.63K

Jun 30, 25

-3.78K

0.53%

Prairie Sky Financial Group LLC

28.44K

Jun 30, 25

+573

0.05%

Atria Wealth Solutions, Inc.

Jun 30, 25

-16.30K

CAROLINAS WEALTH CONSULTING LLC

9.34K

Mar 31, 25

0.02%

Sandy Spring Bank

2.10K

Mar 31, 25

0.00%

RAYMOND JAMES & ASSOCIATES

283.25K

Sep 30, 24

-171

0.53%

Raymond James Financial Services Advisors, Inc.

28.30K

Sep 30, 24

-6.94K

0.05%

RAYMOND JAMES TRUST N.A.

17.32K

Sep 30, 24

0.03%

Cetera Advisors LLC

274.43K

Mar 31, 24

+274.43K

0.51%

DFPG INVESTMENTS, LLC

71.23K

Dec 31, 23

-3.70K

0.13%

Baystate Wealth Management LLC

107

Dec 31, 23

+107

0.00%

RESOLUTE FINANCIAL, LLC

53.49K

Dec 31, 22

+1.55K

0.10%

FourThought Financial, LLC

2.11K

Sep 30, 22

+52

0.00%

Frontier Wealth Management LLC

100.48K

Jun 30, 22

+100.48K

0.19%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

846.01K

Mar 31, 22

+12.59K

1.58%

CORNERSTONE ADVISORS INC

Dec 31, 21

Harborview Advisors, LLC

33.53K

Sep 30, 21

+2.11K

0.06%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

20.70K

Sep 30, 21

+10.60K

0.04%

Point View Wealth Management, Inc.

53.69K

Dec 31, 20

-1.72K

0.10%

First Allied Advisory Services, Inc.

Sep 30, 20

-385.06K

LADENBURG THALMANN FINANCIAL SERVICES INC.

43.26K

Dec 31, 19

-777

0.08%

Advisor Group, Inc.

41.22K

Dec 31, 19

+3.49K

0.08%

BB&T SECURITIES, LLC

42.80K

Sep 30, 19

-6.65K

0.08%

Horizon Kinetics LLC

2.75M

Dec 31, 18

+262.63K

5.13%

Commonwealth Equity Services, Inc

13.26K

Jun 30, 17

+13.26K

0.02%

TFS CAPITAL LLC

10.20K

Jun 30, 17

+10.20K

0.02%

Virtu KCG Holdings LLC

Jun 30, 17

-10.09K

VSR Financial Services, Inc.

79.72K

Jun 30, 16

-7.18K

0.15%

Carnick & Kubik, LLC

745

Mar 31, 16

+745

0.00%

STANCORP INVESTMENT ADVISERS INC

2.97K

Mar 31, 15

+69

0.01%

UBS AG

528.13K

Sep 30, 14

+8.83K

0.99%

STIFEL NICOLAUS & CO INC \MO\

13.46K

Sep 30, 13

-580

0.03%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-17.45K

First Allied Securities, Inc.

66.14K

Jun 30, 12

+2.71K

0.12%

Full Value Advisors, LLC

12.55K

Sep 30, 09

+12.55K

0.02%