UMH Properties, Inc.UMHNYSE
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Fortitude Family Office, LLC | -- | Dec 31, 25 | -30 | -- |
| Diversified Trust Co | -- | Dec 31, 25 | -12.79K | -- |
| VANGUARD GROUP INC | 7.98M | Sep 30, 25 | +76.64K | -- |
| BlackRock, Inc. | 7.68M | Sep 30, 25 | +400.85K | -- |
| T. Rowe Price Investment Management, Inc. | 4.15M | Sep 30, 25 | -1.96M | -- |
| Capital Research Global Investors | 3.67M | Sep 30, 25 | -1.80M | -- |
| STATE STREET CORP | 3.52M | Sep 30, 25 | +39.24K | -- |
| FMR LLC | 2.73M | Sep 30, 25 | +445 | -- |
| AMERICAN CENTURY COMPANIES INC | 2.33M | Sep 30, 25 | -56.81K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 2.06M | Sep 30, 25 | +56.43K | -- |
| PRIVATE MANAGEMENT GROUP INC | 1.68M | Sep 30, 25 | +461.46K | -- |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.66M | Sep 30, 25 | -100.35K | -- |
| Copeland Capital Management, LLC | 1.59M | Sep 30, 25 | -959.51K | -- |
| JENNISON ASSOCIATES LLC | 1.59M | Sep 30, 25 | +51.91K | -- |
| D.A. DAVIDSON & CO. | 1.47M | Sep 30, 25 | +387.02K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.18M | Sep 30, 25 | +54.21K | -- |
| DIMENSIONAL FUND ADVISORS LP | 1.16M | Sep 30, 25 | +47.22K | -- |
| BANK OF AMERICA CORP /DE/ | 1.07M | Sep 30, 25 | -123.36K | -- |
| NORTHERN TRUST CORP | 1.06M | Sep 30, 25 | -116.10K | -- |
| RAYMOND JAMES FINANCIAL INC | 945.49K | Sep 30, 25 | +16.42K | -- |
| GOLDMAN SACHS GROUP INC | 884.98K | Sep 30, 25 | +297.63K | -- |
| ALLIANCEBERNSTEIN L.P. | 810.18K | Sep 30, 25 | -247.98K | -- |
| CITIGROUP INC | 760.24K | Sep 30, 25 | +445.83K | -- |
| First Eagle Investment Management, LLC | 670.42K | Sep 30, 25 | +76.40K | -- |
| MORGAN STANLEY | 597.59K | Sep 30, 25 | +124.29K | -- |
| KENNEDY CAPITAL MANAGEMENT LLC | 536.03K | Sep 30, 25 | -14.85K | -- |
| APG Asset Management US Inc. | 483.12K | Sep 30, 25 | -- | -- |
| State of New Jersey Common Pension Fund D | 445.00K | Sep 30, 25 | +25.76K | -- |
| RENAISSANCE TECHNOLOGIES LLC | 437.00K | Sep 30, 25 | +256.60K | -- |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 400.00K | Sep 30, 25 | +150.00K | -- |
| Cherokee Insurance Co | 390.00K | Sep 30, 25 | +10.86K | -- |
| Russell Investments Group, Ltd. | 388.39K | Sep 30, 25 | +51.78K | -- |
| Qube Research & Technologies Ltd | 371.64K | Sep 30, 25 | +175.18K | -- |
| WELLS FARGO & COMPANY/MN | 361.06K | Sep 30, 25 | +71.33K | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 354.26K | Sep 30, 25 | -11.22K | -- |
| Legal & General Group Plc | 349.84K | Sep 30, 25 | -24.67K | -- |
| Bank of New York Mellon Corp | 348.57K | Sep 30, 25 | -12.40K | -- |
| JPMORGAN CHASE & CO | 329.52K | Sep 30, 25 | +29.64K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 302.88K | Sep 30, 25 | -116.53K | -- |
| Neuberger Berman Group LLC | 272.53K | Sep 30, 25 | -11.24K | -- |
| STRS OHIO | 270.10K | Sep 30, 25 | -200.70K | -- |
| MONTAG A & ASSOCIATES INC | 265.81K | Sep 30, 25 | -- | -- |
| McIlrath & Eck, LLC | 256.94K | Sep 30, 25 | +975 | -- |
| UBS Group AG | 238.17K | Sep 30, 25 | -93.47K | -- |
| PANAGORA ASSET MANAGEMENT INC | 211.15K | Sep 30, 25 | +1.27K | -- |
| Invesco Ltd. | 200.78K | Sep 30, 25 | -3.05K | -- |
| DEPRINCE RACE & ZOLLO INC | 192.70K | Sep 30, 25 | +22.33K | -- |
| WEDBUSH SECURITIES INC | 191.34K | Sep 30, 25 | +10.95K | -- |
| FRANKLIN RESOURCES INC | 176.68K | Sep 30, 25 | -1.31K | -- |
| Cubist Systematic Strategies, LLC | 175.42K | Sep 30, 25 | +175.42K | -- |
| North Star Investment Management Corp. | 175.08K | Sep 30, 25 | +100 | -- |
| Nuveen, LLC | 172.16K | Sep 30, 25 | -369.77K | -- |
| JANE STREET GROUP, LLC | 171.14K | Sep 30, 25 | +125.00K | -- |
| CONNORS INVESTOR SERVICES INC | 170.65K | Sep 30, 25 | +15.26K | -- |
| BARCLAYS PLC | 161.76K | Sep 30, 25 | -24.09K | -- |
| Swiss National Bank | 154.90K | Sep 30, 25 | +5.10K | -- |
| GSA CAPITAL PARTNERS LLP | 151.47K | Sep 30, 25 | +151.47K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | 141.72K | Sep 30, 25 | +141.72K | -- |
| SEI INVESTMENTS CO | 141.67K | Sep 30, 25 | -15.94K | -- |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 131.76K | Sep 30, 25 | +13.13K | -- |
| AMERIPRISE FINANCIAL INC | 131.20K | Sep 30, 25 | -1.88K | -- |
| RHUMBLINE ADVISERS | 123.04K | Sep 30, 25 | -9.74K | -- |
| ROYAL BANK OF CANADA | 121.36K | Sep 30, 25 | -54.58K | -- |
| Asset Management One Co., Ltd. | 121.24K | Sep 30, 25 | +4.42K | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 114.07K | Sep 30, 25 | +2.67K | -- |
| NOMURA ASSET MANAGEMENT CO LTD | 113.70K | Sep 30, 25 | +1.50K | -- |
| WealthTrust Axiom LLC | 108.73K | Sep 30, 25 | -6.00K | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | 108.02K | Sep 30, 25 | -- | -- |
| STIFEL FINANCIAL CORP | 107.65K | Sep 30, 25 | -62.29K | -- |
| HSBC HOLDINGS PLC | 104.69K | Sep 30, 25 | +18.98K | -- |
| LDR Capital Management LLC | 100.70K | Sep 30, 25 | -37.47K | -- |
| D. E. Shaw & Co., Inc. | 100.63K | Sep 30, 25 | +100.63K | -- |
| Anson Funds Management LP | 100.00K | Sep 30, 25 | +100.00K | -- |
| DEUTSCHE BANK AG\ | 97.92K | Sep 30, 25 | +9.17K | -- |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 93.36K | Sep 30, 25 | +41.99K | -- |
| CALDWELL SUTTER CAPITAL, INC. | 88.02K | Sep 30, 25 | -1.45K | -- |
| LAZARD ASSET MANAGEMENT LLC | 85.78K | Sep 30, 25 | +85.78K | -- |
| Sumitomo Mitsui Trust Holdings, Inc. | 85.39K | Sep 30, 25 | +4.79K | -- |
| SHUFRO ROSE & CO LLC | 84.45K | Sep 30, 25 | -400 | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 83.85K | Sep 30, 25 | +3.67K | -- |
| Quest Partners LLC | 83.62K | Sep 30, 25 | +81.19K | -- |
| EntryPoint Capital, LLC | 83.43K | Sep 30, 25 | +71.88K | -- |
| CITADEL ADVISORS LLC | 79.37K | Sep 30, 25 | +79.37K | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 78.41K | Sep 30, 25 | +8.87K | -- |
| PEAPACK GLADSTONE FINANCIAL CORP | 74.10K | Sep 30, 25 | +1.15K | -- |
| HRT FINANCIAL LP | 72.99K | Sep 30, 25 | +72.99K | -- |
| GAMCO INVESTORS, INC. ET AL | 68.90K | Sep 30, 25 | -1.40K | -- |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 67.66K | Sep 30, 25 | -13.32K | -- |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66.96K | Sep 30, 25 | +1.75K | -- |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63.77K | Sep 30, 25 | +9.64K | -- |
| AQR CAPITAL MANAGEMENT LLC | 53.59K | Sep 30, 25 | +17.43K | -- |
| Quantbot Technologies LP | 53.22K | Sep 30, 25 | +50.12K | -- |
| Engineers Gate Manager LP | 51.91K | Sep 30, 25 | +51.91K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 51.59K | Sep 30, 25 | -1.88K | -- |
| Connor, Clark & Lunn Investment Management Ltd. | 48.94K | Sep 30, 25 | +48.94K | -- |
| MetLife Investment Management, LLC | 45.77K | Sep 30, 25 | -3.19K | -- |
| Susquehanna Portfolio Strategies, LLC | 43.49K | Sep 30, 25 | -14.24K | -- |
| State of Alaska, Department of Revenue | 42.87K | Sep 30, 25 | +5.02K | -- |
| Amundi | 41.52K | Sep 30, 25 | +5.03K | -- |
| Squarepoint Ops LLC | 41.45K | Sep 30, 25 | +5.27K | -- |
| Koshinski Asset Management, Inc. | 40.53K | Sep 30, 25 | +40.53K | -- |
| Centiva Capital, LP | 37.48K | Sep 30, 25 | +19.19K | -- |
| QUADRANT CAPITAL GROUP LLC | 37.23K | Sep 30, 25 | +3.77K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 36.95K | Sep 30, 25 | -5.84K | -- |
| Clear Creek Financial Management, LLC | 35.94K | Sep 30, 25 | -7.25K | -- |
| Vert Asset Management LLC | 35.68K | Sep 30, 25 | +1.09K | -- |
| Point72 Asset Management, L.P. | 35.35K | Sep 30, 25 | +35.35K | -- |
| GLOBEFLEX CAPITAL L P | 35.20K | Sep 30, 25 | -- | -- |
| Boston Partners | 35.17K | Sep 30, 25 | -5.27K | -- |
| INTECH INVESTMENT MANAGEMENT LLC | 34.83K | Sep 30, 25 | +3.23K | -- |
| Resona Asset Management Co.,Ltd. | 34.62K | Sep 30, 25 | +3.44K | -- |
| Cambria Investment Management, L.P. | 34.37K | Sep 30, 25 | +4.64K | -- |
| MACQUARIE GROUP LTD | 34.10K | Sep 30, 25 | -- | -- |
| Toroso Investments, LLC | 32.88K | Sep 30, 25 | +10.79K | -- |
| Carnegie Lake Advisors LLC | 32.05K | Sep 30, 25 | +2.10K | -- |
| JANUS HENDERSON GROUP PLC | 31.80K | Sep 30, 25 | -- | -- |
| Inspire Investing, LLC | 30.58K | Sep 30, 25 | +7.03K | -- |
| FOX RUN MANAGEMENT, L.L.C. | 30.50K | Sep 30, 25 | +30.50K | -- |
| Quantinno Capital Management LP | 30.48K | Sep 30, 25 | +16.66K | -- |
| Graham Capital Management, L.P. | 29.71K | Sep 30, 25 | +29.71K | -- |
| Penserra Capital Management LLC | 29.39K | Sep 30, 25 | -- | -- |
| DRW Securities, LLC | 29.29K | Sep 30, 25 | +29.29K | -- |
| Daiwa Securities Group Inc. | 29.28K | Sep 30, 25 | +1.94K | -- |
| MILLENNIUM MANAGEMENT LLC | 28.66K | Sep 30, 25 | +11.47K | -- |
| BARD ASSOCIATES INC | 28.66K | Sep 30, 25 | -20.32K | -- |
| BOOTHBAY FUND MANAGEMENT, LLC | 27.73K | Sep 30, 25 | +27.73K | -- |
| Concurrent Investment Advisors, LLC | 27.70K | Sep 30, 25 | -1.83K | -- |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 27.65K | Sep 30, 25 | -24.21K | -- |
| LPL Financial LLC | 27.38K | Sep 30, 25 | +4.18K | -- |
| Pathstone Holdings, LLC | 26.05K | Sep 30, 25 | -1.35K | -- |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 25.81K | Sep 30, 25 | +782 | -- |
| OXFORD ASSET MANAGEMENT LLP | 25.52K | Sep 30, 25 | +25.52K | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | 24.98K | Sep 30, 25 | -- | -- |
| Arizona State Retirement System | 23.63K | Sep 30, 25 | +746 | -- |
| Cetera Investment Advisers | 23.29K | Sep 30, 25 | +23.29K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 22.21K | Sep 30, 25 | -- | -- |
| Police & Firemen's Retirement System of New Jersey | 21.69K | Sep 30, 25 | +2.44K | -- |
| PharVision Advisers, LLC | 21.36K | Sep 30, 25 | +21.36K | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 21.32K | Sep 30, 25 | +21.32K | -- |
| Snowden Capital Advisors LLC | 21.26K | Sep 30, 25 | -8.84K | -- |
| Aster Capital Management (DIFC) Ltd | 21.23K | Sep 30, 25 | +21.23K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 20.98K | Sep 30, 25 | +11.80K | -- |
| UniSuper Management Pty Ltd | 20.70K | Sep 30, 25 | -- | -- |
| Jump Financial, LLC | 20.65K | Sep 30, 25 | +20.65K | -- |
| ALPS ADVISORS INC | 20.50K | Sep 30, 25 | +5.29K | -- |
| Versor Investments LP | 19.50K | Sep 30, 25 | +19.50K | -- |
| VAN ECK ASSOCIATES CORP | 19.35K | Sep 30, 25 | +2.21K | -- |
| Meixler Investment Management, Ltd. | 19.27K | Sep 30, 25 | +3.05K | -- |
| OPPENHEIMER & CO INC | 19.23K | Sep 30, 25 | -16.54K | -- |
| KLP KAPITALFORVALTNING AS | 18.20K | Sep 30, 25 | +3.60K | -- |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17.66K | Sep 30, 25 | -- | -- |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 17.64K | Sep 30, 25 | -- | -- |
| Metis Global Partners, LLC | 17.63K | Sep 30, 25 | +4.73K | -- |
| Creative Planning | 17.58K | Sep 30, 25 | +3.08K | -- |
| Samalin Investment Counsel, LLC | 17.29K | Sep 30, 25 | +4.07K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.19K | Sep 30, 25 | -105.28K | -- |
| Jain Global LLC | 16.44K | Sep 30, 25 | +16.44K | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 15.91K | Sep 30, 25 | -- | -- |
| AIGEN INVESTMENT MANAGEMENT, LP | 15.74K | Sep 30, 25 | +15.74K | -- |
| BESSEMER GROUP INC | 15.64K | Sep 30, 25 | -8.28K | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 15.02K | Sep 30, 25 | -7.02K | -- |
| DELTA FINANCIAL ADVISORS LLC | 15.00K | Sep 30, 25 | +15.00K | -- |
| HOHIMER WEALTH MANAGEMENT, LLC | 14.54K | Sep 30, 25 | +3.21K | -- |
| BFSG, LLC | 14.31K | Sep 30, 25 | +2.50K | -- |
| Crestwood Advisors Group LLC | 13.87K | Sep 30, 25 | +36 | -- |
| Allianz Asset Management GmbH | 13.69K | Sep 30, 25 | -30.77K | -- |
| ProShare Advisors LLC | 13.60K | Sep 30, 25 | -2.41K | -- |
| NJ State Employees Deferred Compensation Plan | 13.40K | Sep 30, 25 | -- | -- |
| Mesirow Financial Investment Management, Inc. | 13.11K | Sep 30, 25 | +192 | -- |
| IFM Investors Pty Ltd | 12.81K | Sep 30, 25 | +295 | -- |
| INCEPTIONR LLC | 12.79K | Sep 30, 25 | +12.79K | -- |
| Cerity Partners LLC | 12.16K | Sep 30, 25 | -372 | -- |
| M&G Plc | 12.00K | Sep 30, 25 | +909 | -- |
| Yoffe Investment Management, LLC | 11.61K | Sep 30, 25 | -- | -- |
| Firestone Capital Management | 11.30K | Sep 30, 25 | -- | -- |
| Hazelview Securities Inc. | 11.28K | Sep 30, 25 | +11.28K | -- |
| FIRST TRUST ADVISORS LP | 11.24K | Sep 30, 25 | -87.89K | -- |
| TUDOR INVESTMENT CORP ET AL | 11.12K | Sep 30, 25 | +11.12K | -- |
| Pictet Asset Management Holding SA | 11.00K | Sep 30, 25 | -- | -- |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 10.92K | Sep 30, 25 | -- | -- |
| PERSONAL CFO SOLUTIONS, LLC | 10.56K | Sep 30, 25 | -5.13K | -- |
| PRUDENTIAL FINANCIAL INC | 10.10K | Sep 30, 25 | +40 | -- |
| ADVISOR GROUP HOLDINGS, INC. | 10.05K | Sep 30, 25 | -3.01K | -- |
| State of Wyoming | 8.18K | Sep 30, 25 | +8.18K | -- |
| Tower Research Capital LLC (TRC) | 7.53K | Sep 30, 25 | -6.86K | -- |
| Ameritas Investment Partners, Inc. | 6.64K | Sep 30, 25 | -920 | -- |
| JONES FINANCIAL COMPANIES LLLP | 5.73K | Sep 30, 25 | +5.63K | -- |
| AlphaCore Capital LLC | 5.44K | Sep 30, 25 | +76 | -- |
| Federation des caisses Desjardins du Quebec | 4.99K | Sep 30, 25 | +803 | -- |
| Quarry LP | 4.10K | Sep 30, 25 | +4.10K | -- |
| SRS Capital Advisors, Inc. | 3.92K | Sep 30, 25 | +1.65K | -- |
| SIMPLEX TRADING, LLC | 3.90K | Sep 30, 25 | +2.73K | -- |
| BNP Paribas Asset Management Holding S.A. | 3.20K | Sep 30, 25 | +3.20K | -- |
| Point72 (DIFC) Ltd | 3.00K | Sep 30, 25 | +3.00K | -- |
| AMALGAMATED BANK | 2.50K | Sep 30, 25 | -- | -- |
| US BANCORP \DE\ | 2.36K | Sep 30, 25 | -60 | -- |
| NBC SECURITIES, INC. | 2.15K | Sep 30, 25 | +2.15K | -- |
| Cloud Capital Management, LLC | 2.00K | Sep 30, 25 | +2.00K | -- |
| Golden State Wealth Management, LLC | 2.00K | Sep 30, 25 | -- | -- |
| Stone House Investment Management, LLC | 1.82K | Sep 30, 25 | -- | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.77K | Sep 30, 25 | +1.77K | -- |
| Mirae Asset Global Investments Co., Ltd. | 1.75K | Sep 30, 25 | +126 | -- |
| SIGNATUREFD, LLC | 1.69K | Sep 30, 25 | +501 | -- |
| Rockefeller Capital Management L.P. | 1.60K | Sep 30, 25 | +1.60K | -- |
| LOOMIS SAYLES & CO L P | 1.49K | Sep 30, 25 | -75 | -- |
| Pathway Financial Advisers, LLC | 1.37K | Sep 30, 25 | +1.37K | -- |
| GF FUND MANAGEMENT CO. LTD. | 1.34K | Sep 30, 25 | -12 | -- |
| Binnacle Investments Inc | 1.21K | Sep 30, 25 | -41 | -- |
| Farther Finance Advisors, LLC | 1.17K | Sep 30, 25 | +54 | -- |
| CWM, LLC | 1.16K | Sep 30, 25 | +550 | -- |
| CBIZ Investment Advisory Services, LLC | 1.11K | Sep 30, 25 | -583 | -- |
| Smartleaf Asset Management LLC | 1.08K | Sep 30, 25 | +972 | -- |
| Parkside Financial Bank & Trust | 820 | Sep 30, 25 | -388 | -- |
| Ameritas Advisory Services, LLC | 727 | Sep 30, 25 | -489 | -- |
| Rise Advisors, LLC | 669 | Sep 30, 25 | -- | -- |
| HHM Wealth Advisors, LLC | 577 | Sep 30, 25 | +200 | -- |
| Advisory Services Network, LLC | 507 | Sep 30, 25 | +507 | -- |
| Larson Financial Group LLC | 501 | Sep 30, 25 | +501 | -- |
| PRINCIPAL SECURITIES, INC. | 454 | Sep 30, 25 | -149 | -- |
| FIRST HORIZON CORP | 388 | Sep 30, 25 | +388 | -- |
| Allworth Financial LP | 372 | Sep 30, 25 | +2 | -- |
| Cornerstone Planning Group LLC | 331 | Sep 30, 25 | +304 | -- |
| EverSource Wealth Advisors, LLC | 325 | Sep 30, 25 | -171 | -- |
| Hemington Wealth Management | 305 | Sep 30, 25 | -- | -- |
| ASSETMARK, INC | 279 | Sep 30, 25 | +26 | -- |
| BROWN BROTHERS HARRIMAN & CO | 236 | Sep 30, 25 | +236 | -- |
| Optiver Holding B.V. | 214 | Sep 30, 25 | +214 | -- |
| Sterling Capital Management LLC | 193 | Sep 30, 25 | +4 | -- |
| MAI Capital Management | 150 | Sep 30, 25 | -269 | -- |
| Steward Partners Investment Advisory, LLC | 123 | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 100 | Sep 30, 25 | -80 | -- |
| WPG Advisers, LLC | 92 | Sep 30, 25 | -- | -- |
| Physician Wealth Advisors, Inc. | 89 | Sep 30, 25 | +89 | -- |
| HUNTINGTON NATIONAL BANK | 81 | Sep 30, 25 | -- | -- |
| Covestor Ltd | 65 | Sep 30, 25 | +5 | -- |
| Bare Financial Services, Inc | 64 | Sep 30, 25 | +64 | -- |
| PICTON MAHONEY ASSET MANAGEMENT | 56 | Sep 30, 25 | -- | -- |
| Private Wealth Management Group, LLC | 56 | Sep 30, 25 | -- | -- |
| Breakwater Investment Management | 32 | Sep 30, 25 | +32 | -- |
| Parallel Advisors, LLC | 30 | Sep 30, 25 | +30 | -- |
| Smallwood Wealth Investment Management, LLC | 26 | Sep 30, 25 | -- | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 16 | Sep 30, 25 | +6 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | Sep 30, 25 | +2 | -- |
| NFJ INVESTMENT GROUP, LLC | -- | Sep 30, 25 | -161.53K | -- |
| Bellwether Advisors, LLC | -- | Sep 30, 25 | -128 | -- |
| Costello Asset Management, INC | -- | Sep 30, 25 | -103 | -- |
| SouthState Corp | -- | Sep 30, 25 | -26 | -- |
| Summit Global Investments | -- | Sep 30, 25 | -16.80K | -- |
| TWO SIGMA ADVISERS, LP | -- | Sep 30, 25 | -18.30K | -- |
| MARSHALL WACE, LLP | -- | Sep 30, 25 | -161.69K | -- |
| Geneos Wealth Management Inc. | -- | Sep 30, 25 | -418 | -- |
| Vestcor Inc | -- | Sep 30, 25 | -59.83K | -- |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | -- | Sep 30, 25 | -15.00K | -- |
| Man Group plc | -- | Sep 30, 25 | -57.20K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Sep 30, 25 | -536.00K | -- |
| SIERRA OCEAN, LLC | -- | Sep 30, 25 | -70 | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -518 | -- |
| BAILARD, INC. | -- | Sep 30, 25 | -44.70K | -- |
| Ridgewood Investments LLC | -- | Sep 30, 25 | -4.50K | -- |
| GW HENSSLER & ASSOCIATES LTD | 96.37K | Jun 30, 25 | -- | -- |
| AVANTAX ADVISORY SERVICES, INC. | 26.26K | Jun 30, 25 | -2 | -- |
| EP Wealth Advisors, LLC | 10.16K | Jun 30, 25 | -37 | -- |
| MONTAG & CALDWELL, LLC | 6.90K | Jun 30, 25 | -- | -- |
| KBC Group NV | 3.00K | Jun 30, 25 | +1.28K | -- |
| First Horizon Advisors, Inc. | 388 | Jun 30, 25 | +68 | -- |
| CIBC WORLD MARKETS CORP | -- | Jun 30, 25 | -16.04K | -- |
| Lindbrook Capital, LLC | 114 | Mar 31, 25 | -36 | -- |
| Nuveen Asset Management, LLC | 1.16M | Dec 31, 24 | -67.99K | -- |
| Cassady Schiller Wealth Management, LLC | 65 | Dec 31, 24 | +65 | -- |
| RAYMOND JAMES & ASSOCIATES | 846.41K | Sep 30, 24 | -22.12K | -- |
| SCOUT INVESTMENTS, INC. | 196.65K | Sep 30, 24 | -31.81K | -- |
| EAGLE ASSET MANAGEMENT INC | 181.66K | Sep 30, 24 | +181.66K | -- |
| BlackRock Inc. | 5.24M | Jun 30, 24 | +359.53K | -- |
| CREDIT SUISSE AG/ | 59.25K | Mar 31, 24 | +14.10K | -- |
| Cipher Capital LP | 38.91K | Mar 31, 24 | +21.64K | -- |
| Highlander Capital Management, LLC | 29.95K | Mar 31, 24 | +23.00K | -- |
| Point72 Middle East FZE | 11.02K | Dec 31, 23 | +1.68K | -- |
| M&G INVESTMENT MANAGEMENT LTD | 10.89K | Dec 31, 23 | -813 | -- |
| ADVISOR PARTNERS II, LLC | 10.31K | Sep 30, 23 | +10.31K | -- |
| Vident Investment Advisory, LLC | 10.76K | Jun 30, 23 | +10.76K | -- |
| Walthausen & Co., LLC | 75.97K | Sep 30, 22 | -29.05K | -- |
| Covington Capital Management | 98 | Sep 30, 22 | +98 | -- |
| Jefferies Group LLC | -- | Sep 30, 22 | -10.81K | -- |
| Fieldpoint Private Securities, LLC | 2.27K | Jun 30, 22 | -79 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 223.74K | Mar 31, 22 | -9.42K | -- |
| IndexIQ Advisors LLC | 14.40K | Mar 31, 22 | +247 | -- |
| Amalgamated Financial Corp. | 6.65K | Mar 31, 22 | +6.65K | -- |
| REAL ESTATE MANAGEMENT SERVICES LLC | 263.80K | Dec 31, 21 | -15.70K | -- |
| NEXT Financial Group, Inc | 79 | Dec 31, 21 | +79 | -- |
| Sonora Investment Management, LLC | 2.00K | Sep 30, 21 | -- | -- |
| Berman Capital Advisors, LLC | 680 | Sep 30, 21 | +19 | -- |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 1.94M | Jun 30, 21 | +158.71K | -- |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 14.71K | Dec 31, 20 | -2.26K | -- |
| Aperio Group, LLC | 12.60K | Dec 31, 20 | +12.60K | -- |
| RMR Advisors LLC | 195.80K | Sep 30, 20 | -- | -- |
| Advisor Group, Inc. | 2.50K | Dec 31, 19 | -- | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.42K | Dec 31, 19 | +13 | -- |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 356.38K | Mar 31, 19 | -- | -- |
| TEACHERS ADVISORS, LLC | 82.08K | Mar 31, 19 | +6.23K | -- |
| LOEB PARTNERS CORP | -- | Mar 31, 19 | -122.01K | -- |
| SECOR Capital Advisors, LP | -- | Mar 31, 19 | -25.81K | -- |
| Boulegeris Investments, Inc. | 1.98M | Jun 30, 18 | +68.81K | -- |
| COLUMBIA WANGER ASSET MANAGEMENT LLC | 520.36K | Dec 31, 17 | +56.98K | -- |
| Numeric Investors LLC | 134.10K | Dec 31, 17 | -30.20K | -- |
| TFS CAPITAL LLC | -- | Jun 30, 17 | -12.45K | -- |
| BlackRock Institutional Trust Company, N.A. | 949.23K | Dec 31, 16 | -13.03K | -- |
| BlackRock Fund Advisors | 851.60K | Dec 31, 16 | +122.71K | -- |
| BlackRock Investment Management, LLC | 103.05K | Dec 31, 16 | +939 | -- |
| BLACKROCK ADVISORS LLC | 15.37K | Dec 31, 16 | +581 | -- |
| BlackRock Japan Co. Ltd | 1.14K | Dec 31, 16 | -142 | -- |
| MSI Financial Services Inc | 150 | Dec 31, 16 | +150 | -- |
| Shinko Asset Management Co., Ltd. | 900 | Sep 30, 16 | -- | -- |
| MANAGED ACCOUNT ADVISORS LLC | 12.75K | Jun 30, 15 | +1.20K | -- |
| UBS AG | 13.29K | Sep 30, 14 | +503 | -- |
| Daiwa Capital Markets America Inc. | 400 | Dec 31, 13 | +400 | -- |
| FREESTONE CAPITAL MANAGEMENT LLC | 54.47K | Dec 31, 09 | +54.47K | -- |