Templeton Emerging Markets Income Fund(TEI)

$6.57▲0.02 (30.53%)

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Templeton Emerging Markets Income Fund(TEI)

NYSE

$6.57▲0.02 (30.53%)

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TEI(TEI)

TEI

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

Institutional Ownership

Top 149 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	2.75M	Mar 31, 26	-107.97K	5.83%
EVERGREEN CAPITAL MANAGEMENT LLC	2.20M	Mar 31, 26	-878.72K	4.66%
Pathstone Holdings, LLC	1.37M	Mar 31, 26	+359.19K	2.89%
Invesco Ltd.	801.14K	Mar 31, 26	-56.15K	1.70%
LPL Financial LLC	573.55K	Mar 31, 26	+15.94K	1.21%
Rareview Capital LLC	551.59K	Mar 31, 26	+48.51K	1.17%
HighTower Advisors, LLC	510.28K	Mar 31, 26	+1.85K	1.08%
ADVISOR GROUP HOLDINGS, INC.	383.49K	Mar 31, 26	+137.56K	0.81%
Pekin Hardy Strauss, Inc.	380.70K	Mar 31, 26	-32.11K	0.81%
Advisors Asset Management, Inc.	336.26K	Mar 31, 26	-97.75K	0.71%
FLAGSHIP HARBOR ADVISORS, LLC	261.32K	Mar 31, 26	+919	0.55%
Uncommon Cents Investing LLC	249.66K	Mar 31, 26	+44.40K	0.53%
Mutual Advisors, LLC	244.45K	Mar 31, 26	-20.11K	0.52%
Cetera Investment Advisers	244.29K	Mar 31, 26	+7.94K	0.52%
RAYMOND JAMES FINANCIAL INC	228.31K	Mar 31, 26	+5.16K	0.48%
Janney Montgomery Scott LLC	228.07K	Mar 31, 26	+187.13K	0.48%
BANK OF AMERICA CORP /DE/	210.56K	Mar 31, 26	-44.27K	0.45%
Mills Wealth Advisors LLC	203.81K	Mar 31, 26	-11.13K	0.43%
GUGGENHEIM CAPITAL LLC	203.25K	Mar 31, 26	-9.91K	0.43%
OPPENHEIMER & CO INC	186.69K	Mar 31, 26	+5.25K	0.40%
US BANCORP \DE\	176.49K	Mar 31, 26	--	0.37%
Kaizen Financial Strategies	174.51K	Mar 31, 26	+3.13K	0.37%
Shaker Financial Services, LLC	150.87K	Mar 31, 26	-28.80K	0.32%
WELLS FARGO & COMPANY/MN	146.51K	Mar 31, 26	+10.33K	0.31%
INVICTUS PRIVATE WEALTH, LLC	113.38K	Mar 31, 26	+2.44K	0.24%
Bramshill Investments, LLC	110.00K	Mar 31, 26	-812	0.23%
Atomi Financial Group, Inc.	109.13K	Mar 31, 26	+6.53K	0.23%
Private Advisor Group, LLC	105.74K	Mar 31, 26	-38.91K	0.22%
Savvy Advisors, Inc.	97.36K	Mar 31, 26	-2.79K	0.21%
Mason & Associates Inc	83.99K	Mar 31, 26	+83.99K	0.18%
SAX WEALTH ADVISORS, LLC	67.55K	Mar 31, 26	--	0.14%
Kercheville Advisors, LLC	63.59K	Mar 31, 26	+415	0.13%
WOLVERINE ASSET MANAGEMENT LLC	54.64K	Mar 31, 26	+54.64K	0.12%
UBS Group AG	50.41K	Mar 31, 26	+25.77K	0.11%
Harbour Capital Advisors, LLC	48.76K	Mar 31, 26	--	0.10%
B. Riley Wealth Advisors, Inc.	45.29K	Mar 31, 26	+966	0.10%
Resources Investment Advisors, LLC.	38.33K	Mar 31, 26	-648	0.08%
NewEdge Advisors, LLC	38.10K	Mar 31, 26	-44.60K	0.08%
SeaCrest Wealth Management, LLC	36.19K	Mar 31, 26	-1.40K	0.08%
TRUIST FINANCIAL CORP	35.55K	Mar 31, 26	+31	0.08%
STIFEL FINANCIAL CORP	33.57K	Mar 31, 26	+389	0.07%
Capital Investment Advisors, LLC	30.72K	Mar 31, 26	--	0.07%
UHLMANN PRICE SECURITIES, LLC	29.15K	Mar 31, 26	+631	0.06%
Capital Analysts, LLC	27.20K	Mar 31, 26	-1.63K	0.06%
NWAM LLC	26.00K	Mar 31, 26	+7.73K	0.06%
Gridiron Partners, LLC	25.52K	Mar 31, 26	-11.05K	0.05%
NOMURA HOLDINGS INC	25.00K	Mar 31, 26	+25.00K	0.05%
Cambridge Investment Research Advisors, Inc.	23.15K	Mar 31, 26	-74	0.05%
Rathbones Group PLC	23.00K	Mar 31, 26	--	0.05%
XTX Topco Ltd	21.79K	Mar 31, 26	+21.79K	0.05%
JANE STREET GROUP, LLC	21.77K	Mar 31, 26	-38.95K	0.05%
ENVESTNET ASSET MANAGEMENT INC	21.36K	Mar 31, 26	+50	0.05%
Integrated Wealth Concepts LLC	18.17K	Mar 31, 26	-3.43K	0.04%
Breakwater Capital Group	17.00K	Mar 31, 26	--	0.04%
Farther Finance Advisors, LLC	16.15K	Mar 31, 26	--	0.03%
Pacific Wealth Strategies Group, Inc.	16.00K	Mar 31, 26	+16.00K	0.03%
Csenge Advisory Group	15.35K	Mar 31, 26	+3.85K	0.03%
Apollon Wealth Management, LLC	14.18K	Mar 31, 26	--	0.03%
New Harbor Financial Group, LLC	14.03K	Mar 31, 26	--	0.03%
Atlantic Union Bankshares Corp	14.00K	Mar 31, 26	--	0.03%
Waterfront Wealth Inc.	13.84K	Mar 31, 26	-2.13K	0.03%
Everstar Asset Management, LLC	12.50K	Mar 31, 26	--	0.03%
Intellectus Partners, LLC	12.11K	Mar 31, 26	+12.11K	0.03%
CHOREO, LLC	11.02K	Mar 31, 26	-4.87K	0.02%
Merit Financial Group, LLC	10.55K	Mar 31, 26	-1.65K	0.02%
ROYAL BANK OF CANADA	10.26K	Mar 31, 26	-2.62K	0.02%
Noble Wealth Management PBC	7.25K	Mar 31, 26	+4.25K	0.02%
CoreCap Advisors, LLC	5.89K	Mar 31, 26	-4.50K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.86K	Mar 31, 26	-993	0.01%
FIFTH THIRD BANCORP	5.39K	Mar 31, 26	+5.39K	0.01%
Advisory Services Network, LLC	3.53K	Mar 31, 26	+3.53K	0.01%
Pinnacle Wealth Planning Services, Inc.	2.78K	Mar 31, 26	-1.61K	0.01%
Clearstead Advisors, LLC	2.09K	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	1.48K	Mar 31, 26	-35.65K	0.00%
CWM, LLC	1.47K	Mar 31, 26	--	0.00%
TD Capital Management LLC	1.41K	Mar 31, 26	+30	0.00%
WPG Advisers, LLC	1.19K	Mar 31, 26	-371	0.00%
HARBOUR INVESTMENTS, INC.	950	Mar 31, 26	--	0.00%
Measured Wealth Private Client Group, LLC	750	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	670	Mar 31, 26	+670	0.00%
BlackRock, Inc.	493	Mar 31, 26	+493	0.00%
HIGHLINE WEALTH PARTNERS LLC	430	Mar 31, 26	-70	0.00%
WHITTIER TRUST CO OF NEVADA INC	332	Mar 31, 26	+332	0.00%
Root Financial Partners, LLC	218	Mar 31, 26	+218	0.00%
Physician Wealth Advisors, Inc.	200	Mar 31, 26	--	0.00%
Byrne Asset Management LLC	200	Mar 31, 26	--	0.00%
Allworth Financial LP	184	Mar 31, 26	+4	0.00%
ASSETMARK, INC	141	Mar 31, 26	--	0.00%
CX Institutional	110	Mar 31, 26	-199	0.00%
Hara Capital LLC	100	Mar 31, 26	--	0.00%
DEUTSCHE BANK AG\	79	Mar 31, 26	+79	0.00%
Triumph Capital Management	22	Mar 31, 26	--	0.00%
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-12.12K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-18.05K	--
Mariner, LLC	--	Mar 31, 26	-10.15K	--
ACCREDITED INVESTOR SERVICES, LLC	--	Mar 31, 26	-10.65K	--
Ignite Planners, LLC	--	Mar 31, 26	-11.07K	--
BARCLAYS PLC	--	Mar 31, 26	-1	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-10.00K	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-200	--
Round Rock Advisors, LLC	--	Mar 31, 26	-15.68K	--
SMH CAPITAL ADVISORS INC	--	Mar 31, 26	-20.91K	--
Global Retirement Partners, LLC	9.94K	Dec 31, 25	+9.94K	0.02%
COMERICA BANK	5.48K	Dec 31, 25	-333	0.01%
OPTIMUM INVESTMENT ADVISORS	6.00K	Sep 30, 25	--	0.01%
RAYMOND JAMES & ASSOCIATES	50.92K	Sep 30, 24	-33.24K	0.11%
Raymond James Financial Services Advisors, Inc.	29.81K	Sep 30, 24	+50	0.06%
Cetera Advisors LLC	75.29K	Mar 31, 24	+41.79K	0.16%
Highlander Capital Management, LLC	512	Mar 31, 24	--	0.00%
WEALTHSOURCE PARTNERS, LLC	15.24K	Dec 31, 23	+422	0.03%
Baystate Wealth Management LLC	1.02K	Dec 31, 23	+1.02K	0.00%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-1.03K	--
CTC Capital Management, LLC	12.00K	Mar 31, 23	--	0.03%
Ahrens Investment Partners LLC	800	Mar 31, 23	+800	0.00%
BOENNING & SCATTERGOOD, INC.	12.72K	Dec 31, 22	-97.48K	0.03%
Foresight Wealth Management, LLC	--	Dec 31, 22	-30.75K	--
American Portfolios Advisors	700	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	19.13K	Jun 30, 22	+19.13K	0.04%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1.79M	Mar 31, 22	+44.23K	3.80%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	178.42K	Sep 30, 21	-300	0.38%
ROWLAND CARMICHAEL ADVISORS INC /ADV	18.50K	Dec 31, 20	-84.37K	0.04%
Reby Advisors, LLC	805	Dec 31, 20	+805	0.00%
Advisor Group, Inc.	186.14K	Dec 31, 19	+44.32K	0.39%
LADENBURG THALMANN FINANCIAL SERVICES INC.	103.15K	Dec 31, 19	-4.27K	0.22%
BB&T SECURITIES, LLC	145.58K	Sep 30, 19	+36.72K	0.31%
HL FINANCIAL SERVICES LLC	40.44K	Mar 31, 19	+588	0.09%
Global X Management CO LLC	32.65K	Jun 30, 18	+1.57K	0.07%
BB&T INVESTMENT SERVICES, INC.	288	Dec 31, 17	--	0.00%
Commonwealth Equity Services, Inc	226.16K	Jun 30, 17	-14.04K	0.48%
TFS CAPITAL LLC	20.79K	Jun 30, 17	-28.14K	0.04%
FIRST FINANCIAL EQUITY CORPORATION	32.91K	Mar 31, 17	+32.91K	0.07%
INTEGRATED WEALTH COUNSEL, LLC	497.87K	Dec 31, 16	-15.67K	1.05%
MSI Financial Services Inc	12.55K	Dec 31, 16	-2	0.03%
ANCORA FAMILY WEALTH ADVISORS, LLC	61.64K	Sep 30, 16	+3.01K	0.13%
NEWGATE CAPITAL MANAGEMENT LLC	293.43K	Jun 30, 16	+5.43K	0.62%
Pinnacle Summer Investments, Inc.	424	Dec 31, 15	+424	0.00%
BAIRD ROBERT W & CO INC /WI/	56.91K	Mar 31, 15	+56.91K	0.12%
TradeLink Global Equity LLC	8.30K	Dec 31, 14	+8.30K	0.02%
NEW ENGLAND SECURITIES CORP /MA/	3.61K	Dec 31, 14	+582	0.01%
UBS AG	137.32K	Sep 30, 14	+21.69K	0.29%
COMMUNITY BANK SYSTEM, INC.	250	Sep 30, 14	--	0.00%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-30.41K	--
Jane Street Holding, LLC	21.68K	Dec 31, 13	-4.83K	0.05%
STIFEL NICOLAUS & CO INC \MO\	21.95K	Sep 30, 13	+475	0.05%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-61.93K	--
First Allied Securities, Inc.	52.01K	Jun 30, 12	+4.15K	0.11%
NOLLENBERGER CAPITAL PARTNERS INC	2.00K	Dec 31, 10	--	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	79.91K	Jun 30, 10	+2.54K	0.17%
RBC Capital Markets, LLC	1.60K	Mar 31, 01	+1.60K	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

2.75M

Mar 31, 26

-107.97K

5.83%

EVERGREEN CAPITAL MANAGEMENT LLC

2.20M

Mar 31, 26

-878.72K

4.66%

Pathstone Holdings, LLC

1.37M

Mar 31, 26

+359.19K

2.89%

Invesco Ltd.

801.14K

Mar 31, 26

-56.15K

1.70%

LPL Financial LLC

573.55K

Mar 31, 26

+15.94K

1.21%

Rareview Capital LLC

551.59K

Mar 31, 26

+48.51K

1.17%

HighTower Advisors, LLC

510.28K

Mar 31, 26

+1.85K

1.08%

ADVISOR GROUP HOLDINGS, INC.

383.49K

Mar 31, 26

+137.56K

0.81%

Pekin Hardy Strauss, Inc.

380.70K

Mar 31, 26

-32.11K

0.81%

Advisors Asset Management, Inc.

336.26K

Mar 31, 26

-97.75K

0.71%

FLAGSHIP HARBOR ADVISORS, LLC

261.32K

Mar 31, 26

+919

0.55%

Uncommon Cents Investing LLC

249.66K

Mar 31, 26

+44.40K

0.53%

Mutual Advisors, LLC

244.45K

Mar 31, 26

-20.11K

0.52%

Cetera Investment Advisers

244.29K

Mar 31, 26

+7.94K

0.52%

RAYMOND JAMES FINANCIAL INC

228.31K

Mar 31, 26

+5.16K

0.48%

Janney Montgomery Scott LLC

228.07K

Mar 31, 26

+187.13K

0.48%

BANK OF AMERICA CORP /DE/

210.56K

Mar 31, 26

-44.27K

0.45%

Mills Wealth Advisors LLC

203.81K

Mar 31, 26

-11.13K

0.43%

GUGGENHEIM CAPITAL LLC

203.25K

Mar 31, 26

-9.91K

0.43%

OPPENHEIMER & CO INC

186.69K

Mar 31, 26

+5.25K

0.40%

US BANCORP \DE\

176.49K

Mar 31, 26

0.37%

Kaizen Financial Strategies

174.51K

Mar 31, 26

+3.13K

0.37%

Shaker Financial Services, LLC

150.87K

Mar 31, 26

-28.80K

0.32%

WELLS FARGO & COMPANY/MN

146.51K

Mar 31, 26

+10.33K

0.31%

INVICTUS PRIVATE WEALTH, LLC

113.38K

Mar 31, 26

+2.44K

0.24%

Bramshill Investments, LLC

110.00K

Mar 31, 26

-812

0.23%

Atomi Financial Group, Inc.

109.13K

Mar 31, 26

+6.53K

0.23%

Private Advisor Group, LLC

105.74K

Mar 31, 26

-38.91K

0.22%

Savvy Advisors, Inc.

97.36K

Mar 31, 26

-2.79K

0.21%

Mason & Associates Inc

83.99K

Mar 31, 26

+83.99K

0.18%

SAX WEALTH ADVISORS, LLC

67.55K

Mar 31, 26

0.14%

Kercheville Advisors, LLC

63.59K

Mar 31, 26

+415

0.13%

WOLVERINE ASSET MANAGEMENT LLC

54.64K

Mar 31, 26

+54.64K

0.12%

UBS Group AG

50.41K

Mar 31, 26

+25.77K

0.11%

Harbour Capital Advisors, LLC

48.76K

Mar 31, 26

0.10%

B. Riley Wealth Advisors, Inc.

45.29K

Mar 31, 26

+966

0.10%

Resources Investment Advisors, LLC.

38.33K

Mar 31, 26

-648

0.08%

NewEdge Advisors, LLC

38.10K

Mar 31, 26

-44.60K

0.08%

SeaCrest Wealth Management, LLC

36.19K

Mar 31, 26

-1.40K

0.08%

TRUIST FINANCIAL CORP

35.55K

Mar 31, 26

+31

0.08%

STIFEL FINANCIAL CORP

33.57K

Mar 31, 26

+389

0.07%

Capital Investment Advisors, LLC

30.72K

Mar 31, 26

0.07%

UHLMANN PRICE SECURITIES, LLC

29.15K

Mar 31, 26

+631

0.06%

Capital Analysts, LLC

27.20K

Mar 31, 26

-1.63K

0.06%

NWAM LLC

26.00K

Mar 31, 26

+7.73K

0.06%

Gridiron Partners, LLC

25.52K

Mar 31, 26

-11.05K

0.05%

NOMURA HOLDINGS INC

25.00K

Mar 31, 26

+25.00K

0.05%

Cambridge Investment Research Advisors, Inc.

23.15K

Mar 31, 26

-74

0.05%

Rathbones Group PLC

23.00K

Mar 31, 26

0.05%

XTX Topco Ltd

21.79K

Mar 31, 26

+21.79K

0.05%

JANE STREET GROUP, LLC

21.77K

Mar 31, 26

-38.95K

0.05%

ENVESTNET ASSET MANAGEMENT INC

21.36K

Mar 31, 26

+50

0.05%

Integrated Wealth Concepts LLC

18.17K

Mar 31, 26

-3.43K

0.04%

Breakwater Capital Group

17.00K

Mar 31, 26

0.04%

Farther Finance Advisors, LLC

16.15K

Mar 31, 26

0.03%

Pacific Wealth Strategies Group, Inc.

16.00K

Mar 31, 26

+16.00K

0.03%

Csenge Advisory Group

15.35K

Mar 31, 26

+3.85K

0.03%

Apollon Wealth Management, LLC

14.18K

Mar 31, 26

0.03%

New Harbor Financial Group, LLC

14.03K

Mar 31, 26

0.03%

Atlantic Union Bankshares Corp

14.00K

Mar 31, 26

0.03%

Waterfront Wealth Inc.

13.84K

Mar 31, 26

-2.13K

0.03%

Everstar Asset Management, LLC

12.50K

Mar 31, 26

0.03%

Intellectus Partners, LLC

12.11K

Mar 31, 26

+12.11K

0.03%

CHOREO, LLC

11.02K

Mar 31, 26

-4.87K

0.02%

Merit Financial Group, LLC

10.55K

Mar 31, 26

-1.65K

0.02%

ROYAL BANK OF CANADA

10.26K

Mar 31, 26

-2.62K

0.02%

Noble Wealth Management PBC

7.25K

Mar 31, 26

+4.25K

0.02%

CoreCap Advisors, LLC

5.89K

Mar 31, 26

-4.50K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.86K

Mar 31, 26

-993

0.01%

FIFTH THIRD BANCORP

5.39K

Mar 31, 26

+5.39K

0.01%

Advisory Services Network, LLC

3.53K

Mar 31, 26

+3.53K

0.01%

Pinnacle Wealth Planning Services, Inc.

2.78K

Mar 31, 26

-1.61K

0.01%

Clearstead Advisors, LLC

2.09K

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

1.48K

Mar 31, 26

-35.65K

0.00%

CWM, LLC

1.47K

Mar 31, 26

0.00%

TD Capital Management LLC

1.41K

Mar 31, 26

+30

0.00%

WPG Advisers, LLC

1.19K

Mar 31, 26

-371

0.00%

HARBOUR INVESTMENTS, INC.

950

Mar 31, 26

0.00%

Measured Wealth Private Client Group, LLC

750

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

670

Mar 31, 26

+670

0.00%

BlackRock, Inc.

493

Mar 31, 26

+493

0.00%

HIGHLINE WEALTH PARTNERS LLC

430

Mar 31, 26

-70

0.00%

WHITTIER TRUST CO OF NEVADA INC

332

Mar 31, 26

+332

0.00%

Root Financial Partners, LLC

218

Mar 31, 26

+218

0.00%

Physician Wealth Advisors, Inc.

200

Mar 31, 26

0.00%

Byrne Asset Management LLC

200

Mar 31, 26

0.00%

Allworth Financial LP

184

Mar 31, 26

0.00%

ASSETMARK, INC

141

Mar 31, 26

0.00%

CX Institutional

110

Mar 31, 26

-199

0.00%

Hara Capital LLC

100

Mar 31, 26

0.00%

DEUTSCHE BANK AG\

Mar 31, 26

+79

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

J.W. COLE ADVISORS, INC.

Mar 31, 26

-12.12K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-18.05K

Mariner, LLC

Mar 31, 26

-10.15K

ACCREDITED INVESTOR SERVICES, LLC

Mar 31, 26

-10.65K

Ignite Planners, LLC

Mar 31, 26

-11.07K

BARCLAYS PLC

Mar 31, 26

-1

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-10.00K

Ronald Blue Trust, Inc.

Mar 31, 26

-200

Round Rock Advisors, LLC

Mar 31, 26

-15.68K

SMH CAPITAL ADVISORS INC

Mar 31, 26

-20.91K

Global Retirement Partners, LLC

9.94K

Dec 31, 25

+9.94K

0.02%

COMERICA BANK

5.48K

Dec 31, 25

-333

0.01%

OPTIMUM INVESTMENT ADVISORS

6.00K

Sep 30, 25

0.01%

RAYMOND JAMES & ASSOCIATES

50.92K

Sep 30, 24

-33.24K

0.11%

Raymond James Financial Services Advisors, Inc.

29.81K

Sep 30, 24

+50

0.06%

Cetera Advisors LLC

75.29K

Mar 31, 24

+41.79K

0.16%

Highlander Capital Management, LLC

512

Mar 31, 24

0.00%

WEALTHSOURCE PARTNERS, LLC

15.24K

Dec 31, 23

+422

0.03%

Baystate Wealth Management LLC

1.02K

Dec 31, 23

+1.02K

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

-1.03K

CTC Capital Management, LLC

12.00K

Mar 31, 23

0.03%

Ahrens Investment Partners LLC

800

Mar 31, 23

+800

0.00%

BOENNING & SCATTERGOOD, INC.

12.72K

Dec 31, 22

-97.48K

0.03%

Foresight Wealth Management, LLC

Dec 31, 22

-30.75K

American Portfolios Advisors

700

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

19.13K

Jun 30, 22

+19.13K

0.04%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

1.79M

Mar 31, 22

+44.23K

3.80%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

178.42K

Sep 30, 21

-300

0.38%

ROWLAND CARMICHAEL ADVISORS INC /ADV

18.50K

Dec 31, 20

-84.37K

0.04%

Reby Advisors, LLC

805

Dec 31, 20

+805

0.00%

Advisor Group, Inc.

186.14K

Dec 31, 19

+44.32K

0.39%

LADENBURG THALMANN FINANCIAL SERVICES INC.

103.15K

Dec 31, 19

-4.27K

0.22%

BB&T SECURITIES, LLC

145.58K

Sep 30, 19

+36.72K

0.31%

HL FINANCIAL SERVICES LLC

40.44K

Mar 31, 19

+588

0.09%

Global X Management CO LLC

32.65K

Jun 30, 18

+1.57K

0.07%

BB&T INVESTMENT SERVICES, INC.

288

Dec 31, 17

0.00%

Commonwealth Equity Services, Inc

226.16K

Jun 30, 17

-14.04K

0.48%

TFS CAPITAL LLC

20.79K

Jun 30, 17

-28.14K

0.04%

FIRST FINANCIAL EQUITY CORPORATION

32.91K

Mar 31, 17

+32.91K

0.07%

INTEGRATED WEALTH COUNSEL, LLC

497.87K

Dec 31, 16

-15.67K

1.05%

MSI Financial Services Inc

12.55K

Dec 31, 16

-2

0.03%

ANCORA FAMILY WEALTH ADVISORS, LLC

61.64K

Sep 30, 16

+3.01K

0.13%

NEWGATE CAPITAL MANAGEMENT LLC

293.43K

Jun 30, 16

+5.43K

0.62%

Pinnacle Summer Investments, Inc.

424

Dec 31, 15

+424

0.00%

BAIRD ROBERT W & CO INC /WI/

56.91K

Mar 31, 15

+56.91K

0.12%

TradeLink Global Equity LLC

8.30K

Dec 31, 14

+8.30K

0.02%

NEW ENGLAND SECURITIES CORP /MA/

3.61K

Dec 31, 14

+582

0.01%

UBS AG

137.32K

Sep 30, 14

+21.69K

0.29%

COMMUNITY BANK SYSTEM, INC.

250

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-30.41K

Jane Street Holding, LLC

21.68K

Dec 31, 13

-4.83K

0.05%

STIFEL NICOLAUS & CO INC \MO\

21.95K

Sep 30, 13

+475

0.05%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-61.93K

First Allied Securities, Inc.

52.01K

Jun 30, 12

+4.15K

0.11%

NOLLENBERGER CAPITAL PARTNERS INC

2.00K

Dec 31, 10

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

79.91K

Jun 30, 10

+2.54K

0.17%

RBC Capital Markets, LLC

1.60K

Mar 31, 01

+1.60K

0.00%