Cohen & Steers Quality Income Realty Fund, Inc.(RQI)

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Cohen & Steers Quality Income Realty Fund, Inc.(RQI)

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$12.52—

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RQI(RQI)

RQI

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Institutional Ownership

Top 299 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.04M	Jun 30, 26	+116.42K	0.77%
Private Advisor Group, LLC	370.47K	Jun 30, 26	+123.70K	0.28%
CASTLE WEALTH MANAGEMENT LLC	301.11K	Jun 30, 26	+20.32K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	298.09K	Jun 30, 26	-3.30K	0.22%
INDEPENDENT FINANCIAL GROUP, LLC	287.05K	Jun 30, 26	+4.30K	0.21%
Cambridge Investment Research Advisors, Inc.	269.06K	Jun 30, 26	+33.22K	0.20%
Wealth Advisory Solutions, LLC	261.03K	Jun 30, 26	-17.51K	0.19%
Cyndeo Wealth Partners, LLC	241.18K	Jun 30, 26	-61.18K	0.18%
Quad-Cities Investment Group, LLC	205.58K	Jun 30, 26	+7.42K	0.15%
Farther Finance Advisors, LLC	136.98K	Jun 30, 26	+102.22K	0.10%
Samalin Investment Counsel, LLC	117.08K	Jun 30, 26	-20.55K	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	114.50K	Jun 30, 26	+46.87K	0.09%
OPPENHEIMER & CO INC	113.51K	Jun 30, 26	+4.71K	0.08%
ORG Wealth Partners, LLC	108.46K	Jun 30, 26	+14.76K	0.08%
Prospera Financial Services Inc	103.95K	Jun 30, 26	-27.22K	0.08%
Janney Montgomery Scott LLC	92.04K	Jun 30, 26	+3.93K	0.07%
Cooper Financial Group	89.97K	Jun 30, 26	+5.31K	0.07%
Lido Advisors, LLC	81.34K	Jun 30, 26	+4.02K	0.06%
HBW Advisory Services LLC	81.06K	Jun 30, 26	+14.55K	0.06%
Abel Hall, LLC	76.00K	Jun 30, 26	--	0.06%
Apollon Wealth Management, LLC	74.89K	Jun 30, 26	-2.39K	0.06%
NWF Advisory Services Inc.	69.48K	Jun 30, 26	+6.26K	0.05%
Sowell Financial Services LLC	63.19K	Jun 30, 26	-80	0.05%
Shaker Financial Services, LLC	61.20K	Jun 30, 26	+61.20K	0.05%
AlphaCore Capital LLC	53.76K	Jun 30, 26	+14.60K	0.04%
HighTower Advisors, LLC	53.64K	Jun 30, 26	+2.96K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	53.03K	Jun 30, 26	+1.65K	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	42.77K	Jun 30, 26	-3.10K	0.03%
D.A. DAVIDSON & CO.	39.21K	Jun 30, 26	-650	0.03%
Next Level Private LLC	38.69K	Jun 30, 26	+451	0.03%
FIFTH THIRD BANCORP	37.61K	Jun 30, 26	--	0.03%
Marshall & Sterling Wealth Advisors Inc.	37.13K	Jun 30, 26	-2.21K	0.03%
TD Waterhouse Canada Inc.	33.00K	Jun 30, 26	+1.00K	0.02%
Everstar Asset Management, LLC	32.45K	Jun 30, 26	+16.23K	0.02%
Vanguard Capital Wealth Advisors	32.00K	Jun 30, 26	--	0.02%
NBC SECURITIES, INC.	31.68K	Jun 30, 26	+2.02K	0.02%
MML INVESTORS SERVICES, LLC	31.07K	Jun 30, 26	+940	0.02%
Kestra Advisory Services, LLC	28.82K	Jun 30, 26	-5.40K	0.02%
Strategic Advisors LLC	27.02K	Jun 30, 26	--	0.02%
PRIVATE CLIENT SERVICES, LLC	26.44K	Jun 30, 26	+10.44K	0.02%
TCG Advisory Services, LLC	25.28K	Jun 30, 26	+1.50K	0.02%
Auxano Advisors, LLC	24.34K	Jun 30, 26	+498	0.02%
Summit Global Investments	23.30K	Jun 30, 26	--	0.02%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	22.50K	Jun 30, 26	--	0.02%
WEALTH EFFECTS LLC	21.34K	Jun 30, 26	+400	0.02%
MGO ONE SEVEN LLC	19.68K	Jun 30, 26	+19.68K	0.01%
Breakwater Capital Group	18.60K	Jun 30, 26	+1.00K	0.01%
WealthBridge Capital Management, LLC	18.29K	Jun 30, 26	--	0.01%
First National Bank of Mount Dora, Trust Investment Services	17.64K	Jun 30, 26	--	0.01%
Concurrent Investment Advisors, LLC	17.47K	Jun 30, 26	+897	0.01%
SMH CAPITAL ADVISORS INC	15.42K	Jun 30, 26	+15.42K	0.01%
Sage Capital Management, LLC	15.29K	Jun 30, 26	+313	0.01%
HOWARD FINANCIAL SERVICES, LTD.	15.08K	Jun 30, 26	+15.08K	0.01%
SALEM INVESTMENT COUNSELORS INC	15.00K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	14.54K	Jun 30, 26	+178	0.01%
PKS Advisory Services, LLC	14.17K	Jun 30, 26	-17.65K	0.01%
DELTA CAPITAL MANAGEMENT LLC	13.80K	Jun 30, 26	-5.90K	0.01%
Merit Financial Group, LLC	13.26K	Jun 30, 26	-5.97K	0.01%
SIGNATUREFD, LLC	13.24K	Jun 30, 26	+11.48K	0.01%
PFG Investments, LLC	12.71K	Jun 30, 26	-255	0.01%
Venture Visionary Partners LLC	12.59K	Jun 30, 26	--	0.01%
Principle Wealth Partners LLC	12.15K	Jun 30, 26	--	0.01%
Investors Research Corp	11.62K	Jun 30, 26	--	0.01%
180 WEALTH ADVISORS, LLC	11.41K	Jun 30, 26	+113	0.01%
Alteri Wealth LLC	11.40K	Jun 30, 26	--	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	11.16K	Jun 30, 26	-64	0.01%
BURNEY CO/	11.06K	Jun 30, 26	--	0.01%
EverSource Wealth Advisors, LLC	11.00K	Jun 30, 26	--	0.01%
Capital Investment Advisors, LLC	10.93K	Jun 30, 26	--	0.01%
Register Financial Advisors LLC	10.70K	Jun 30, 26	--	0.01%
Keystone Financial Group	10.58K	Jun 30, 26	+3	0.01%
Ellis Investment Partners, LLC	10.36K	Jun 30, 26	+10.36K	0.01%
J.W. COLE ADVISORS, INC.	10.24K	Jun 30, 26	+10.24K	0.01%
ROTHSCHILD INVESTMENT LLC	7.00K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	5.88K	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	5.00K	Jun 30, 26	--	0.00%
Triumph Capital Management	4.87K	Jun 30, 26	-160	0.00%
EASTERN BANK	4.00K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	3.83K	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	2.98K	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	2.50K	Jun 30, 26	--	0.00%
ASSETMARK, INC	2.40K	Jun 30, 26	+1.18K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.40K	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	2.00K	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	1.93K	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.65K	Jun 30, 26	+1.65K	0.00%
Geneos Wealth Management Inc.	1.47K	Jun 30, 26	-400	0.00%
HM PAYSON & CO	1.45K	Jun 30, 26	+15	0.00%
Institute for Wealth Management, LLC.	1.43K	Jun 30, 26	+1.43K	0.00%
LRI Investments, LLC	1.32K	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	1.14K	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	1.06K	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	775	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	645	Jun 30, 26	--	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	628	Jun 30, 26	+8	0.00%
Pinnacle Bancorp, Inc.	456	Jun 30, 26	--	0.00%
DUNCKER STREETT & CO INC	300	Jun 30, 26	--	0.00%
Concord Wealth Partners	300	Jun 30, 26	+300	0.00%
CENTRAL TRUST Co	300	Jun 30, 26	--	0.00%
Fortis Group Advisors, LLC	230	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	229	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	78	Jun 30, 26	+78	0.00%
Key FInancial Inc	3	Jun 30, 26	--	0.00%
MRA Advisory Group	--	Jun 30, 26	-10.08K	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-176	--
Linscomb & Williams, Inc.	--	Jun 30, 26	-32.24K	--
Seelaus Asset Management LLC	--	Jun 30, 26	-14.73K	--
Annex Advisory Services, LLC	--	Jun 30, 26	-30.34K	--
STEPHENS INC /AR/	--	Jun 30, 26	-44.19K	--
Golden State Equity Partners	--	Jun 30, 26	-979	--
CHANNEL WEALTH LLC	--	Jun 30, 26	-11.36K	--
Root Financial Partners, LLC	--	Jun 30, 26	-3.00K	--
Abound Wealth Management	--	Jun 30, 26	-188	--
Sound Income Strategies, LLC	--	Jun 30, 26	-400	--
MORGAN STANLEY	5.44M	Mar 31, 26	+275.33K	4.05%
BANK OF AMERICA CORP /DE/	2.78M	Mar 31, 26	+219.52K	2.07%
RAYMOND JAMES FINANCIAL INC	1.24M	Mar 31, 26	-83.09K	0.92%
WELLS FARGO & COMPANY/MN	1.22M	Mar 31, 26	+363.85K	0.91%
Mission Hills Financial Advisory, LLC	1.06M	Mar 31, 26	+46.80K	0.78%
UBS Group AG	908.37K	Mar 31, 26	+249.55K	0.68%
AMERIPRISE FINANCIAL INC	813.85K	Mar 31, 26	+11.36K	0.61%
Penserra Capital Management LLC	709.47K	Mar 31, 26	+709.47K	0.53%
LAKE STREET FINANCIAL LLC	583.46K	Mar 31, 26	+21.71K	0.43%
Mariner, LLC	442.42K	Mar 31, 26	-38.41K	0.33%
ROYAL BANK OF CANADA	328.81K	Mar 31, 26	-49.85K	0.24%
MATRIX PRIVATE CAPITAL GROUP LLC	307.70K	Mar 31, 26	+307.70K	0.23%
ADVISOR GROUP HOLDINGS, INC.	276.04K	Mar 31, 26	-27.92K	0.21%
Independent Advisor Alliance	169.83K	Mar 31, 26	+169.83K	0.13%
Cetera Investment Advisers	160.38K	Mar 31, 26	-10.10K	0.12%
Sargent Investment Group, LLC	129.28K	Mar 31, 26	+3.20K	0.10%
Mutual Advisors, LLC	119.31K	Mar 31, 26	-6.91K	0.09%
Steward Partners Investment Advisory, LLC	117.93K	Mar 31, 26	+2.79K	0.09%
Beacon Capital Management, Inc.	93.00K	Mar 31, 26	--	0.07%
Rockefeller Capital Management L.P.	90.11K	Mar 31, 26	+1.83K	0.07%
FIRST TRUST ADVISORS LP	88.28K	Mar 31, 26	+2.79K	0.07%
STIFEL FINANCIAL CORP	86.88K	Mar 31, 26	+13.94K	0.06%
SHUFRO ROSE & CO LLC	82.00K	Mar 31, 26	--	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	81.96K	Mar 31, 26	+30.18K	0.06%
Waverly Advisors, LLC	74.31K	Mar 31, 26	+74.31K	0.06%
Invesco Ltd.	65.92K	Mar 31, 26	+278	0.05%
REGATTA CAPITAL GROUP, LLC	65.42K	Mar 31, 26	+34.49K	0.05%
SWEENEY & MICHEL, LLC	64.87K	Mar 31, 26	-3.92K	0.05%
Advisors Asset Management, Inc.	63.99K	Mar 31, 26	+63.99K	0.05%
Sanctuary Advisors, LLC	61.43K	Mar 31, 26	-2.52K	0.05%
Baird Financial Group, Inc.	61.30K	Mar 31, 26	+950	0.05%
Colony Group, LLC	59.72K	Mar 31, 26	+1.45K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	58.96K	Mar 31, 26	+16.16K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	52.55K	Mar 31, 26	-2.54K	0.04%
Ameritas Advisory Services, LLC	51.61K	Mar 31, 26	--	0.04%
HORIZON KINETICS ASSET MANAGEMENT LLC	50.03K	Mar 31, 26	--	0.04%
Creative Planning	46.22K	Mar 31, 26	-370	0.03%
Mount Yale Investment Advisors, LLC	45.47K	Mar 31, 26	-6.54K	0.03%
Vestmark Advisory Solutions, Inc.	45.42K	Mar 31, 26	-6.59K	0.03%
Mezzasalma Advisors, LLC	42.81K	Mar 31, 26	+1.46K	0.03%
M Holdings Securities, Inc.	42.05K	Mar 31, 26	+15.30K	0.03%
Sound Financial Strategies Group, LLC	41.44K	Mar 31, 26	-59.13K	0.03%
Equitable Holdings, Inc.	37.60K	Mar 31, 26	+3.90K	0.03%
JANE STREET GROUP, LLC	36.13K	Mar 31, 26	-122.55K	0.03%
MML INVESTORS SERVICES, LLC	30.13K	Mar 31, 26	+121	0.02%
ELEVATE WEALTH ADVISORY, INC	25.00K	Mar 31, 26	--	0.02%
Moors & Cabot, Inc.	22.17K	Mar 31, 26	-1.23K	0.02%
Stratos Wealth Partners, LTD.	19.90K	Mar 31, 26	-2.88K	0.01%
XTX Topco Ltd	17.68K	Mar 31, 26	-43.33K	0.01%
BROWN ADVISORY INC	17.66K	Mar 31, 26	--	0.01%
GUGGENHEIM CAPITAL LLC	17.42K	Mar 31, 26	-7.96K	0.01%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	14.99K	Mar 31, 26	+484	0.01%
CWM, LLC	14.88K	Mar 31, 26	-210	0.01%
Snowden Capital Advisors LLC	13.72K	Mar 31, 26	+2.75K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	13.51K	Mar 31, 26	-3.00K	0.01%
Jaffetilchin Investment Partners, LLC	13.32K	Mar 31, 26	+13.32K	0.01%
Pasadena Private Wealth, LLC	13.31K	Mar 31, 26	-946	0.01%
Pensionmark Financial Group, LLC	13.10K	Mar 31, 26	+1.03K	0.01%
HRT FINANCIAL LP	12.68K	Mar 31, 26	-40.54K	0.01%
CENTAURUS FINANCIAL, INC.	12.47K	Mar 31, 26	-200	0.01%
CITADEL ADVISORS LLC	12.13K	Mar 31, 26	+12.13K	0.01%
Virtu Financial LLC	11.33K	Mar 31, 26	+11.33K	0.01%
Allworth Financial LP	10.86K	Mar 31, 26	+2.30K	0.01%
Advisory Services Network, LLC	10.54K	Mar 31, 26	+10.54K	0.01%
Cassaday & Co Wealth Management LLC	8.86K	Mar 31, 26	+8.86K	0.01%
Colonial Trust Co / SC	8.02K	Mar 31, 26	+2.02K	0.01%
JPMORGAN CHASE & CO	7.46K	Mar 31, 26	+6.53K	0.01%
MCF Advisors LLC	7.16K	Mar 31, 26	+7.09K	0.01%
Larson Financial Group LLC	6.74K	Mar 31, 26	--	0.01%
NewEdge Advisors, LLC	6.31K	Mar 31, 26	-4.01K	0.00%
US BANCORP \DE\	5.98K	Mar 31, 26	-444	0.00%
MAI Capital Management	5.94K	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	5.42K	Mar 31, 26	+174	0.00%
Rialto Wealth Management, LLC	5.11K	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	4.83K	Mar 31, 26	-530	0.00%
HARBOUR INVESTMENTS, INC.	3.83K	Mar 31, 26	-8.25K	0.00%
Osbon Capital Management LLC	2.12K	Mar 31, 26	+2.12K	0.00%
Atlantic Union Bankshares Corp	2.02K	Mar 31, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	1.42K	Mar 31, 26	+7	0.00%
Western Wealth Management, LLC	1.38K	Mar 31, 26	+1.38K	0.00%
Evelyn Partners Asset Management Ltd	1.29K	Mar 31, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	774	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	500	Mar 31, 26	+500	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	410	Mar 31, 26	+410	0.00%
Morse Asset Management, Inc	377	Mar 31, 26	-648	0.00%
Ameritas Investment Partners, Inc.	339	Mar 31, 26	-395	0.00%
Tidemark, LLC	240	Mar 31, 26	--	0.00%
WFA of San Diego, LLC	125	Mar 31, 26	+25	0.00%
Tower Research Capital LLC (TRC)	12	Mar 31, 26	-15	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
Quarry LP	--	Mar 31, 26	-79.39K	--
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-165.15K	--
NOMURA HOLDINGS INC	--	Mar 31, 26	-11.38K	--
Sigma Planning Corp	--	Mar 31, 26	-12.04K	--
IMG Wealth Management, Inc.	--	Mar 31, 26	-282	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-195.94K	--
Logan Stone Capital, LLC	--	Mar 31, 26	-416.68K	--
StoneX Group Inc.	--	Mar 31, 26	-12.13K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-376	--
WOLVERINE ASSET MANAGEMENT LLC	--	Mar 31, 26	-280.91K	--
Marex Group plc	--	Mar 31, 26	-12.20K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-4.00K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-43.64K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-31.48K	--
JOSH ARNOLD INVESTMENT CONSULTANT, LLC	--	Mar 31, 26	-37.55K	--
COMERICA BANK	33.44K	Dec 31, 25	+954	0.02%
GPS Wealth Strategies Group, LLC	850	Dec 31, 25	--	0.00%
Fortress Wealth Management, Inc.	157.26K	Sep 30, 25	-108.41K	0.12%
WETHERBY ASSET MANAGEMENT INC	31.73K	Sep 30, 25	+172	0.02%
OPTIMUM INVESTMENT ADVISORS	1.00K	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-11.11K	--
Congress Wealth Management LLC / DE /	84.65K	Jun 30, 25	+10.54K	0.06%
Good Life Advisors, LLC	61.21K	Jun 30, 25	+39.38K	0.05%
Atria Wealth Solutions, Inc.	19.45K	Jun 30, 25	-272	0.01%
Delta Financial Group, Inc.	31.02K	Mar 31, 25	-924	0.02%
Sandy Spring Bank	517	Mar 31, 25	--	0.00%
AlphaMark Advisors, LLC	3.09K	Dec 31, 24	+55	0.00%
Raymond James Financial Services Advisors, Inc.	955.50K	Sep 30, 24	+3.86K	0.71%
RAYMOND JAMES & ASSOCIATES	871.12K	Sep 30, 24	-489.30K	0.65%
All Season Financial Advisors, Inc.	46.29K	Sep 30, 24	+141	0.03%
RAYMOND JAMES TRUST N.A.	35.77K	Sep 30, 24	--	0.03%
Carmichael Hill & Associates, Inc.	1.23K	Sep 30, 24	-1.88K	0.00%
FinTrust Capital Advisors, LLC	568	Sep 30, 24	+568	0.00%
Flow State Investments, L.P.	--	Sep 30, 24	-40.47K	--
Relative Value Partners Group, LLC	412.88K	Jun 30, 24	+412.88K	0.31%
BENJAMIN F. EDWARDS & COMPANY, INC.	759	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	86.86K	Mar 31, 24	+2.86K	0.06%
Cetera Advisors LLC	16.29K	Mar 31, 24	+1.04K	0.01%
Cubic Asset Management, LLC	10.60K	Mar 31, 24	--	0.01%
Retirement Group, LLC	580	Mar 31, 24	--	0.00%
Bartlett & Co. LLC	3.00K	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	506	Dec 31, 23	+506	0.00%
Claybrook Capital, LLC	85.30K	Sep 30, 23	--	0.06%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	29.54K	Sep 30, 23	-2.34K	0.02%
GOODWIN DANIEL L	24.00K	Sep 30, 23	+24.00K	0.02%
ROTHSCHILD INVESTMENT CORP /IL	--	Sep 30, 23	-10.50K	--
TimeScale Financial, Inc.	195	Jun 30, 23	+4	0.00%
Ahrens Investment Partners LLC	13.31K	Mar 31, 23	-3.18K	0.01%
Laurel Wealth Advisors, Inc.	--	Dec 31, 22	-18.83K	--
MARINER INDEPENDENT ADVISOR NETWORK, LLC	142.69K	Sep 30, 22	+2.58K	0.11%
FourThought Financial, LLC	4.52K	Sep 30, 22	--	0.00%
American Portfolios Advisors	1.75K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-1.00K	--
Titus Wealth Management	39.84K	Jun 30, 22	-11.47K	0.03%
Minot Wealth Management LLC	12.00K	Jun 30, 22	--	0.01%
B. Riley Wealth Management, Inc.	11.46K	Jun 30, 22	+11.46K	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-3.66K	--
Carroll Financial Associates, Inc.	90.18K	Dec 31, 21	-800	0.07%
FMA ADVISORY INC	146.99K	Sep 30, 21	-6.36K	0.11%
LEVEL FOUR FINANCIAL, LLC	27.60K	Sep 30, 21	+300	0.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	25.43K	Sep 30, 21	+5.90K	0.02%
Hoover Financial Advisors, Inc.	751	Jun 30, 21	+751	0.00%
OLD MISSION CAPITAL, LLC	19.10K	Dec 31, 20	+19.10K	0.01%
Winslow, Evans & Crocker, Inc.	586	Dec 31, 20	--	0.00%
RMR Advisors LLC	82.46K	Sep 30, 20	-11.27K	0.06%
Partnervest Advisory Services LLC	44.21K	Sep 30, 20	+614	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	104.06K	Dec 31, 19	-46.46K	0.08%
Advisor Group, Inc.	71.90K	Dec 31, 19	-55.06K	0.05%
BB&T SECURITIES, LLC	26.73K	Sep 30, 19	+5.37K	0.02%
SUNTRUST BANKS INC	12.32K	Sep 30, 19	+100	0.01%
Shamrock Asset Management LLC	4.04K	Sep 30, 19	--	0.00%
Horizon Kinetics LLC	66.54K	Dec 31, 18	-1.50K	0.05%
Palo Capital, Inc.	29.40K	Dec 31, 18	+29.40K	0.02%
Vantage Investment Advisors, LLC	4.08K	Sep 30, 18	--	0.00%
XML SECURITIES, LLC	95.72K	Mar 31, 18	-16.57K	0.07%
Allegis Investment Advisors, LLC	14.21K	Mar 31, 18	-215	0.01%
BB&T INVESTMENT SERVICES, INC.	2	Dec 31, 17	--	0.00%
Commonwealth Equity Services, Inc	77.46K	Jun 30, 17	+4.04K	0.06%
WFG Advisors, LP	503	Jun 30, 17	+9	0.00%
MSI Financial Services Inc	35.31K	Dec 31, 16	+366	0.03%
VSR Financial Services, Inc.	107.36K	Jun 30, 16	-1.40K	0.08%
Investors Capital Advisory Services	16.99K	Jun 30, 16	+1.72K	0.01%
Pinnacle Summer Investments, Inc.	297	Dec 31, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-3	--
BAIRD ROBERT W & CO INC /WI/	25.93K	Mar 31, 15	+2.95K	0.02%
NEW ENGLAND SECURITIES CORP /MA/	7.28K	Dec 31, 14	+3.17K	0.01%
UBS AG	485.71K	Sep 30, 14	+33.08K	0.36%
McAdams Wright Ragen, Inc.	16.80K	Sep 30, 14	--	0.01%
Stifel Trust Company, N.A.	1.06K	Sep 30, 14	+1.06K	0.00%
BlueCrest Capital Management LLP	--	Sep 30, 14	-23.15K	--
Jane Street Holding, LLC	26.70K	Dec 31, 13	+26.70K	0.02%
SIGNET MANAGEMENT USA, LLC	6.29K	Dec 31, 13	+6.29K	0.00%
STIFEL NICOLAUS & CO INC \MO\	18.95K	Sep 30, 13	-4.59K	0.01%
First Allied Securities, Inc.	17.59K	Jun 30, 12	-2.27K	0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.93M	Jun 30, 10	-130.18K	1.43%

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Holder

Date

Change

% Held

LPL Financial LLC

1.04M

Jun 30, 26

+116.42K

0.77%

Private Advisor Group, LLC

370.47K

Jun 30, 26

+123.70K

0.28%

CASTLE WEALTH MANAGEMENT LLC

301.11K

Jun 30, 26

+20.32K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

298.09K

Jun 30, 26

-3.30K

0.22%

INDEPENDENT FINANCIAL GROUP, LLC

287.05K

Jun 30, 26

+4.30K

0.21%

Cambridge Investment Research Advisors, Inc.

269.06K

Jun 30, 26

+33.22K

0.20%

Wealth Advisory Solutions, LLC

261.03K

Jun 30, 26

-17.51K

0.19%

Cyndeo Wealth Partners, LLC

241.18K

Jun 30, 26

-61.18K

0.18%

Quad-Cities Investment Group, LLC

205.58K

Jun 30, 26

+7.42K

0.15%

Farther Finance Advisors, LLC

136.98K

Jun 30, 26

+102.22K

0.10%

Samalin Investment Counsel, LLC

117.08K

Jun 30, 26

-20.55K

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

114.50K

Jun 30, 26

+46.87K

0.09%

OPPENHEIMER & CO INC

113.51K

Jun 30, 26

+4.71K

0.08%

ORG Wealth Partners, LLC

108.46K

Jun 30, 26

+14.76K

0.08%

Prospera Financial Services Inc

103.95K

Jun 30, 26

-27.22K

0.08%

Janney Montgomery Scott LLC

92.04K

Jun 30, 26

+3.93K

0.07%

Cooper Financial Group

89.97K

Jun 30, 26

+5.31K

0.07%

Lido Advisors, LLC

81.34K

Jun 30, 26

+4.02K

0.06%

HBW Advisory Services LLC

81.06K

Jun 30, 26

+14.55K

0.06%

Abel Hall, LLC

76.00K

Jun 30, 26

0.06%

Apollon Wealth Management, LLC

74.89K

Jun 30, 26

-2.39K

0.06%

NWF Advisory Services Inc.

69.48K

Jun 30, 26

+6.26K

0.05%

Sowell Financial Services LLC

63.19K

Jun 30, 26

-80

0.05%

Shaker Financial Services, LLC

61.20K

Jun 30, 26

+61.20K

0.05%

AlphaCore Capital LLC

53.76K

Jun 30, 26

+14.60K

0.04%

HighTower Advisors, LLC

53.64K

Jun 30, 26

+2.96K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

53.03K

Jun 30, 26

+1.65K

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

42.77K

Jun 30, 26

-3.10K

0.03%

D.A. DAVIDSON & CO.

39.21K

Jun 30, 26

-650

0.03%

Next Level Private LLC

38.69K

Jun 30, 26

+451

0.03%

FIFTH THIRD BANCORP

37.61K

Jun 30, 26

0.03%

Marshall & Sterling Wealth Advisors Inc.

37.13K

Jun 30, 26

-2.21K

0.03%

TD Waterhouse Canada Inc.

33.00K

Jun 30, 26

+1.00K

0.02%

Everstar Asset Management, LLC

32.45K

Jun 30, 26

+16.23K

0.02%

Vanguard Capital Wealth Advisors

32.00K

Jun 30, 26

0.02%

NBC SECURITIES, INC.

31.68K

Jun 30, 26

+2.02K

0.02%

MML INVESTORS SERVICES, LLC

31.07K

Jun 30, 26

+940

0.02%

Kestra Advisory Services, LLC

28.82K

Jun 30, 26

-5.40K

0.02%

Strategic Advisors LLC

27.02K

Jun 30, 26

0.02%

PRIVATE CLIENT SERVICES, LLC

26.44K

Jun 30, 26

+10.44K

0.02%

TCG Advisory Services, LLC

25.28K

Jun 30, 26

+1.50K

0.02%

Auxano Advisors, LLC

24.34K

Jun 30, 26

+498

0.02%

Summit Global Investments

23.30K

Jun 30, 26

0.02%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

22.50K

Jun 30, 26

0.02%

WEALTH EFFECTS LLC

21.34K

Jun 30, 26

+400

0.02%

MGO ONE SEVEN LLC

19.68K

Jun 30, 26

+19.68K

0.01%

Breakwater Capital Group

18.60K

Jun 30, 26

+1.00K

0.01%

WealthBridge Capital Management, LLC

18.29K

Jun 30, 26

0.01%

First National Bank of Mount Dora, Trust Investment Services

17.64K

Jun 30, 26

0.01%

Concurrent Investment Advisors, LLC

17.47K

Jun 30, 26

+897

0.01%

SMH CAPITAL ADVISORS INC

15.42K

Jun 30, 26

+15.42K

0.01%

Sage Capital Management, LLC

15.29K

Jun 30, 26

+313

0.01%

HOWARD FINANCIAL SERVICES, LTD.

15.08K

Jun 30, 26

+15.08K

0.01%

SALEM INVESTMENT COUNSELORS INC

15.00K

Jun 30, 26

0.01%

IFP Advisors, Inc

14.54K

Jun 30, 26

+178

0.01%

PKS Advisory Services, LLC

14.17K

Jun 30, 26

-17.65K

0.01%

DELTA CAPITAL MANAGEMENT LLC

13.80K

Jun 30, 26

-5.90K

0.01%

Merit Financial Group, LLC

13.26K

Jun 30, 26

-5.97K

0.01%

SIGNATUREFD, LLC

13.24K

Jun 30, 26

+11.48K

0.01%

PFG Investments, LLC

12.71K

Jun 30, 26

-255

0.01%

Venture Visionary Partners LLC

12.59K

Jun 30, 26

0.01%

Principle Wealth Partners LLC

12.15K

Jun 30, 26

0.01%

Investors Research Corp

11.62K

Jun 30, 26

0.01%

180 WEALTH ADVISORS, LLC

11.41K

Jun 30, 26

+113

0.01%

Alteri Wealth LLC

11.40K

Jun 30, 26

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

11.16K

Jun 30, 26

-64

0.01%

BURNEY CO/

11.06K

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

11.00K

Jun 30, 26

0.01%

Capital Investment Advisors, LLC

10.93K

Jun 30, 26

0.01%

10.70K

Jun 30, 26

0.01%

Keystone Financial Group

10.58K

Jun 30, 26

0.01%

Ellis Investment Partners, LLC

10.36K

Jun 30, 26

+10.36K

0.01%

J.W. COLE ADVISORS, INC.

10.24K

Jun 30, 26

+10.24K

0.01%

ROTHSCHILD INVESTMENT LLC

7.00K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

5.88K

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

5.00K

Jun 30, 26

0.00%

Triumph Capital Management

4.87K

Jun 30, 26

-160

0.00%

EASTERN BANK

4.00K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

3.83K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

2.98K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

2.50K

Jun 30, 26

0.00%

ASSETMARK, INC

2.40K

Jun 30, 26

+1.18K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.40K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

2.00K

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

1.93K

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.65K

Jun 30, 26

+1.65K

0.00%

Geneos Wealth Management Inc.

1.47K

Jun 30, 26

-400

0.00%

HM PAYSON & CO

1.45K

Jun 30, 26

+15

0.00%

Institute for Wealth Management, LLC.

1.43K

Jun 30, 26

+1.43K

0.00%

LRI Investments, LLC

1.32K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.14K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.06K

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

775

Jun 30, 26

0.00%

Parallel Advisors, LLC

645

Jun 30, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

628

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

456

Jun 30, 26

0.00%

DUNCKER STREETT & CO INC

300

Jun 30, 26

0.00%

Concord Wealth Partners

300

Jun 30, 26

+300

0.00%

CENTRAL TRUST Co

300

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

230

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

229

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+78

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

MRA Advisory Group

Jun 30, 26

-10.08K

Beaird Harris Wealth Management, LLC

Jun 30, 26

-176

Linscomb & Williams, Inc.

Jun 30, 26

-32.24K

Seelaus Asset Management LLC

Jun 30, 26

-14.73K

Annex Advisory Services, LLC

Jun 30, 26

-30.34K

STEPHENS INC /AR/

Jun 30, 26

-44.19K

Golden State Equity Partners

Jun 30, 26

-979

CHANNEL WEALTH LLC

Jun 30, 26

-11.36K

Root Financial Partners, LLC

Jun 30, 26

-3.00K

Abound Wealth Management

Jun 30, 26

-188

Sound Income Strategies, LLC

Jun 30, 26

-400

MORGAN STANLEY

5.44M

Mar 31, 26

+275.33K

4.05%

BANK OF AMERICA CORP /DE/

2.78M

Mar 31, 26

+219.52K

2.07%

RAYMOND JAMES FINANCIAL INC

1.24M

Mar 31, 26

-83.09K

0.92%

WELLS FARGO & COMPANY/MN

1.22M

Mar 31, 26

+363.85K

0.91%

Mission Hills Financial Advisory, LLC

1.06M

Mar 31, 26

+46.80K

0.78%

UBS Group AG

908.37K

Mar 31, 26

+249.55K

0.68%

AMERIPRISE FINANCIAL INC

813.85K

Mar 31, 26

+11.36K

0.61%

Penserra Capital Management LLC

709.47K

Mar 31, 26

+709.47K

0.53%

LAKE STREET FINANCIAL LLC

583.46K

Mar 31, 26

+21.71K

0.43%

Mariner, LLC

442.42K

Mar 31, 26

-38.41K

0.33%

ROYAL BANK OF CANADA

328.81K

Mar 31, 26

-49.85K

0.24%

MATRIX PRIVATE CAPITAL GROUP LLC

307.70K

Mar 31, 26

+307.70K

0.23%

ADVISOR GROUP HOLDINGS, INC.

276.04K

Mar 31, 26

-27.92K

0.21%

Independent Advisor Alliance

169.83K

Mar 31, 26

+169.83K

0.13%

Cetera Investment Advisers

160.38K

Mar 31, 26

-10.10K

0.12%

Sargent Investment Group, LLC

129.28K

Mar 31, 26

+3.20K

0.10%

Mutual Advisors, LLC

119.31K

Mar 31, 26

-6.91K

0.09%

Steward Partners Investment Advisory, LLC

117.93K

Mar 31, 26

+2.79K

0.09%

Beacon Capital Management, Inc.

93.00K

Mar 31, 26

0.07%

Rockefeller Capital Management L.P.

90.11K

Mar 31, 26

+1.83K

0.07%

FIRST TRUST ADVISORS LP

88.28K

Mar 31, 26

+2.79K

0.07%

STIFEL FINANCIAL CORP

86.88K

Mar 31, 26

+13.94K

0.06%

SHUFRO ROSE & CO LLC

82.00K

Mar 31, 26

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

81.96K

Mar 31, 26

+30.18K

0.06%

Waverly Advisors, LLC

74.31K

Mar 31, 26

+74.31K

0.06%

Invesco Ltd.

65.92K

Mar 31, 26

+278

0.05%

REGATTA CAPITAL GROUP, LLC

65.42K

Mar 31, 26

+34.49K

0.05%

SWEENEY & MICHEL, LLC

64.87K

Mar 31, 26

-3.92K

0.05%

Advisors Asset Management, Inc.

63.99K

Mar 31, 26

+63.99K

0.05%

Sanctuary Advisors, LLC

61.43K

Mar 31, 26

-2.52K

0.05%

Baird Financial Group, Inc.

61.30K

Mar 31, 26

+950

0.05%

Colony Group, LLC

59.72K

Mar 31, 26

+1.45K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

58.96K

Mar 31, 26

+16.16K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

52.55K

Mar 31, 26

-2.54K

0.04%

Ameritas Advisory Services, LLC

51.61K

Mar 31, 26

0.04%

HORIZON KINETICS ASSET MANAGEMENT LLC

50.03K

Mar 31, 26

0.04%

Creative Planning

46.22K

Mar 31, 26

-370

0.03%

Mount Yale Investment Advisors, LLC

45.47K

Mar 31, 26

-6.54K

0.03%

Vestmark Advisory Solutions, Inc.

45.42K

Mar 31, 26

-6.59K

0.03%

Mezzasalma Advisors, LLC

42.81K

Mar 31, 26

+1.46K

0.03%

M Holdings Securities, Inc.

42.05K

Mar 31, 26

+15.30K

0.03%

Sound Financial Strategies Group, LLC

41.44K

Mar 31, 26

-59.13K

0.03%

Equitable Holdings, Inc.

37.60K

Mar 31, 26

+3.90K

0.03%

JANE STREET GROUP, LLC

36.13K

Mar 31, 26

-122.55K

0.03%

MML INVESTORS SERVICES, LLC

30.13K

Mar 31, 26

+121

0.02%

ELEVATE WEALTH ADVISORY, INC

25.00K

Mar 31, 26

0.02%

Moors & Cabot, Inc.

22.17K

Mar 31, 26

-1.23K

0.02%

Stratos Wealth Partners, LTD.

19.90K

Mar 31, 26

-2.88K

0.01%

XTX Topco Ltd

17.68K

Mar 31, 26

-43.33K

0.01%

BROWN ADVISORY INC

17.66K

Mar 31, 26

0.01%

GUGGENHEIM CAPITAL LLC

17.42K

Mar 31, 26

-7.96K

0.01%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

14.99K

Mar 31, 26

+484

0.01%

CWM, LLC

14.88K

Mar 31, 26

-210

0.01%

Snowden Capital Advisors LLC

13.72K

Mar 31, 26

+2.75K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

13.51K

Mar 31, 26

-3.00K

0.01%

Jaffetilchin Investment Partners, LLC

13.32K

Mar 31, 26

+13.32K

0.01%

Pasadena Private Wealth, LLC

13.31K

Mar 31, 26

-946

0.01%

Pensionmark Financial Group, LLC

13.10K

Mar 31, 26

+1.03K

0.01%

HRT FINANCIAL LP

12.68K

Mar 31, 26

-40.54K

0.01%

CENTAURUS FINANCIAL, INC.

12.47K

Mar 31, 26

-200

0.01%

CITADEL ADVISORS LLC

12.13K

Mar 31, 26

+12.13K

0.01%

Virtu Financial LLC

11.33K

Mar 31, 26

+11.33K

0.01%

Allworth Financial LP

10.86K

Mar 31, 26

+2.30K

0.01%

Advisory Services Network, LLC

10.54K

Mar 31, 26

+10.54K

0.01%

Cassaday & Co Wealth Management LLC

8.86K

Mar 31, 26

+8.86K

0.01%

Colonial Trust Co / SC

8.02K

Mar 31, 26

+2.02K

0.01%

JPMORGAN CHASE & CO

7.46K

Mar 31, 26

+6.53K

0.01%

MCF Advisors LLC

7.16K

Mar 31, 26

+7.09K

0.01%

Larson Financial Group LLC

6.74K

Mar 31, 26

0.01%

NewEdge Advisors, LLC

6.31K

Mar 31, 26

-4.01K

0.00%

US BANCORP \DE\

5.98K

Mar 31, 26

-444

0.00%

MAI Capital Management

5.94K

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

5.42K

Mar 31, 26

+174

0.00%

Rialto Wealth Management, LLC

5.11K

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

4.83K

Mar 31, 26

-530

0.00%

HARBOUR INVESTMENTS, INC.

3.83K

Mar 31, 26

-8.25K

0.00%

Osbon Capital Management LLC

2.12K

Mar 31, 26

+2.12K

0.00%

Atlantic Union Bankshares Corp

2.02K

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

1.42K

Mar 31, 26

0.00%

Western Wealth Management, LLC

1.38K

Mar 31, 26

+1.38K

0.00%

Evelyn Partners Asset Management Ltd

1.29K

Mar 31, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

774

Mar 31, 26

0.00%

Ancora Advisors, LLC

500

Mar 31, 26

+500

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

410

Mar 31, 26

+410

0.00%

Morse Asset Management, Inc

377

Mar 31, 26

-648

0.00%

Ameritas Investment Partners, Inc.

339

Mar 31, 26

-395

0.00%

Tidemark, LLC

240

Mar 31, 26

0.00%

WFA of San Diego, LLC

125

Mar 31, 26

+25

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-15

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

Quarry LP

Mar 31, 26

-79.39K

RIVERNORTH CAPITAL MANAGEMENT, LLC

Mar 31, 26

-165.15K

NOMURA HOLDINGS INC

Mar 31, 26

-11.38K

Sigma Planning Corp

Mar 31, 26

-12.04K

IMG Wealth Management, Inc.

Mar 31, 26

-282

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-195.94K

Logan Stone Capital, LLC

Mar 31, 26

-416.68K

StoneX Group Inc.

Mar 31, 26

-12.13K

SRS Capital Advisors, Inc.

Mar 31, 26

-376

WOLVERINE ASSET MANAGEMENT LLC

Mar 31, 26

-280.91K

Marex Group plc

Mar 31, 26

-12.20K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-4.00K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-43.64K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-31.48K

JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Mar 31, 26

-37.55K

COMERICA BANK

33.44K

Dec 31, 25

+954

0.02%

GPS Wealth Strategies Group, LLC

850

Dec 31, 25

0.00%

Fortress Wealth Management, Inc.

157.26K

Sep 30, 25

-108.41K

0.12%

WETHERBY ASSET MANAGEMENT INC

31.73K

Sep 30, 25

+172

0.02%

OPTIMUM INVESTMENT ADVISORS

1.00K

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-11.11K

Congress Wealth Management LLC / DE /

84.65K

Jun 30, 25

+10.54K

0.06%

Good Life Advisors, LLC

61.21K

Jun 30, 25

+39.38K

0.05%

Atria Wealth Solutions, Inc.

19.45K

Jun 30, 25

-272

0.01%

Delta Financial Group, Inc.

31.02K

Mar 31, 25

-924

0.02%

Sandy Spring Bank

517

Mar 31, 25

0.00%

AlphaMark Advisors, LLC

3.09K

Dec 31, 24

+55

0.00%

Raymond James Financial Services Advisors, Inc.

955.50K

Sep 30, 24

+3.86K

0.71%

RAYMOND JAMES & ASSOCIATES

871.12K

Sep 30, 24

-489.30K

0.65%

All Season Financial Advisors, Inc.

46.29K

Sep 30, 24

+141

0.03%

RAYMOND JAMES TRUST N.A.

35.77K

Sep 30, 24

0.03%

Carmichael Hill & Associates, Inc.

1.23K

Sep 30, 24

-1.88K

0.00%

FinTrust Capital Advisors, LLC

568

Sep 30, 24

+568

0.00%

Flow State Investments, L.P.

Sep 30, 24

-40.47K

Relative Value Partners Group, LLC

412.88K

Jun 30, 24

+412.88K

0.31%

BENJAMIN F. EDWARDS & COMPANY, INC.

759

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

86.86K

Mar 31, 24

+2.86K

0.06%

Cetera Advisors LLC

16.29K

Mar 31, 24

+1.04K

0.01%

Cubic Asset Management, LLC

10.60K

Mar 31, 24

0.01%

Retirement Group, LLC

580

Mar 31, 24

0.00%

Bartlett & Co. LLC

3.00K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

506

Dec 31, 23

+506

0.00%

Claybrook Capital, LLC

85.30K

Sep 30, 23

0.06%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

29.54K

Sep 30, 23

-2.34K

0.02%

GOODWIN DANIEL L

24.00K

Sep 30, 23

+24.00K

0.02%

ROTHSCHILD INVESTMENT CORP /IL

Sep 30, 23

-10.50K

TimeScale Financial, Inc.

195

Jun 30, 23

0.00%

Ahrens Investment Partners LLC

13.31K

Mar 31, 23

-3.18K

0.01%

Laurel Wealth Advisors, Inc.

Dec 31, 22

-18.83K

MARINER INDEPENDENT ADVISOR NETWORK, LLC

142.69K

Sep 30, 22

+2.58K

0.11%

FourThought Financial, LLC

4.52K

Sep 30, 22

0.00%

American Portfolios Advisors

1.75K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-1.00K

Titus Wealth Management

39.84K

Jun 30, 22

-11.47K

0.03%

Minot Wealth Management LLC

12.00K

Jun 30, 22

0.01%

B. Riley Wealth Management, Inc.

11.46K

Jun 30, 22

+11.46K

0.01%

Private Capital Group, LLC

Jun 30, 22

-3.66K

Carroll Financial Associates, Inc.

90.18K

Dec 31, 21

-800

0.07%

FMA ADVISORY INC

146.99K

Sep 30, 21

-6.36K

0.11%

LEVEL FOUR FINANCIAL, LLC

27.60K

Sep 30, 21

+300

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

25.43K

Sep 30, 21

+5.90K

0.02%

Hoover Financial Advisors, Inc.

751

Jun 30, 21

+751

0.00%

OLD MISSION CAPITAL, LLC

19.10K

Dec 31, 20

+19.10K

0.01%

Winslow, Evans & Crocker, Inc.

586

Dec 31, 20

0.00%

RMR Advisors LLC

82.46K

Sep 30, 20

-11.27K

0.06%

Partnervest Advisory Services LLC

44.21K

Sep 30, 20

+614

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

104.06K

Dec 31, 19

-46.46K

0.08%

Advisor Group, Inc.

71.90K

Dec 31, 19

-55.06K

0.05%

BB&T SECURITIES, LLC

26.73K

Sep 30, 19

+5.37K

0.02%

SUNTRUST BANKS INC

12.32K

Sep 30, 19

+100

0.01%

Shamrock Asset Management LLC

4.04K

Sep 30, 19

0.00%

Horizon Kinetics LLC

66.54K

Dec 31, 18

-1.50K

0.05%

Palo Capital, Inc.

29.40K

Dec 31, 18

+29.40K

0.02%

Vantage Investment Advisors, LLC

4.08K

Sep 30, 18

0.00%

XML SECURITIES, LLC

95.72K

Mar 31, 18

-16.57K

0.07%

Allegis Investment Advisors, LLC

14.21K

Mar 31, 18

-215

0.01%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

0.00%

Commonwealth Equity Services, Inc

77.46K

Jun 30, 17

+4.04K

0.06%

WFG Advisors, LP

503

Jun 30, 17

0.00%

MSI Financial Services Inc

35.31K

Dec 31, 16

+366

0.03%

VSR Financial Services, Inc.

107.36K

Jun 30, 16

-1.40K

0.08%

Investors Capital Advisory Services

16.99K

Jun 30, 16

+1.72K

0.01%

Pinnacle Summer Investments, Inc.

297

Dec 31, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-3

BAIRD ROBERT W & CO INC /WI/

25.93K

Mar 31, 15

+2.95K

0.02%

NEW ENGLAND SECURITIES CORP /MA/

7.28K

Dec 31, 14

+3.17K

0.01%

UBS AG

485.71K

Sep 30, 14

+33.08K

0.36%

McAdams Wright Ragen, Inc.

16.80K

Sep 30, 14

0.01%

Stifel Trust Company, N.A.

1.06K

Sep 30, 14

+1.06K

0.00%

BlueCrest Capital Management LLP

Sep 30, 14

-23.15K

Jane Street Holding, LLC

26.70K

Dec 31, 13

+26.70K

0.02%

SIGNET MANAGEMENT USA, LLC

6.29K

Dec 31, 13

+6.29K

0.00%

STIFEL NICOLAUS & CO INC \MO\

18.95K

Sep 30, 13

-4.59K

0.01%

First Allied Securities, Inc.

17.59K

Jun 30, 12

-2.27K

0.01%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.93M

Jun 30, 10

-130.18K

1.43%