Invesco Trust for Investment Grade Municipals(VGM)

$10.46▼-0.04 (-38.09%)

Chart

Invesco Trust for Investment Grade Municipals(VGM)

NYSE

$10.46▼-0.04 (-38.09%)

Chart Studio

VGM(VGM)

VGM

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

Institutional Ownership

Top 153 Institutional Holders

Holder	Shares	Date	Change	% Held
GUGGENHEIM CAPITAL LLC	1.16M	Mar 31, 26	-81.76K	2.14%
Hennion & Walsh Asset Management, Inc.	978.22K	Mar 31, 26	+479.44K	1.80%
LPL Financial LLC	690.51K	Mar 31, 26	-164.95K	1.27%
MORGAN STANLEY	686.77K	Mar 31, 26	+42.07K	1.27%
SIT INVESTMENT ASSOCIATES INC	669.43K	Mar 31, 26	-53.79K	1.23%
WELLS FARGO & COMPANY/MN	572.72K	Mar 31, 26	-26.83K	1.06%
UBS Group AG	571.97K	Mar 31, 26	+3.28K	1.05%
AMERIPRISE FINANCIAL INC	517.76K	Mar 31, 26	+85.07K	0.95%
BANK OF AMERICA CORP /DE/	493.82K	Mar 31, 26	+18.63K	0.91%
ROYAL BANK OF CANADA	366.52K	Mar 31, 26	+22.21K	0.68%
Leo Wealth, LLC	319.28K	Mar 31, 26	+58.23K	0.59%
VAN ECK ASSOCIATES CORP	313.04K	Mar 31, 26	+1.67K	0.58%
GREATMARK INVESTMENT PARTNERS, INC.	248.75K	Mar 31, 26	--	0.46%
STIFEL FINANCIAL CORP	236.92K	Mar 31, 26	-8.28K	0.44%
N.E.W. Advisory Services LLC	229.96K	Mar 31, 26	+105.50K	0.42%
MACKAY SHIELDS LLC	209.17K	Mar 31, 26	-99.38K	0.39%
Advisors Asset Management, Inc.	193.98K	Mar 31, 26	-1.41K	0.36%
Cetera Investment Advisers	187.14K	Mar 31, 26	+58.96K	0.35%
Melone Private Wealth, LLC	172.86K	Mar 31, 26	-22.52K	0.32%
COMMONWEALTH EQUITY SERVICES, LLC	169.23K	Mar 31, 26	+9.55K	0.31%
Stratos Wealth Partners, LTD.	162.83K	Mar 31, 26	+54.32K	0.30%
RAYMOND JAMES FINANCIAL INC	149.38K	Mar 31, 26	-22.40K	0.28%
Gridiron Partners, LLC	129.73K	Mar 31, 26	-20.26K	0.24%
Indiana Trust & Investment Management CO	122.00K	Mar 31, 26	-41.65K	0.22%
Claro Advisors LLC	112.53K	Mar 31, 26	-897	0.21%
TRUIST FINANCIAL CORP	112.45K	Mar 31, 26	-258.57K	0.21%
HARBOUR INVESTMENTS, INC.	98.93K	Mar 31, 26	+72.98K	0.18%
Fiera Capital Corp	89.17K	Mar 31, 26	+89.17K	0.16%
ADVISOR GROUP HOLDINGS, INC.	86.88K	Mar 31, 26	+25.40K	0.16%
Cutler Capital Management, LLC	86.12K	Mar 31, 26	--	0.16%
PNC FINANCIAL SERVICES GROUP, INC.	84.82K	Mar 31, 26	--	0.16%
Tyche Wealth Partners LLC	82.10K	Mar 31, 26	--	0.15%
Whipplewood Advisors, LLC	70.41K	Mar 31, 26	-752	0.13%
NewEdge Advisors, LLC	69.77K	Mar 31, 26	+11.05K	0.13%
Capital Investment Advisory Services, LLC	69.11K	Mar 31, 26	+2.70K	0.13%
Private Advisor Group, LLC	68.72K	Mar 31, 26	+254	0.13%
Pensionmark Financial Group, LLC	68.06K	Mar 31, 26	+371	0.13%
LexAurum Advisors, LLC	54.94K	Mar 31, 26	+54.94K	0.10%
Baird Financial Group, Inc.	51.27K	Mar 31, 26	--	0.09%
Burford Brothers, Inc.	46.42K	Mar 31, 26	+18.80K	0.09%
Kestra Advisory Services, LLC	44.76K	Mar 31, 26	+24.71K	0.08%
CALTON & ASSOCIATES, INC.	42.64K	Mar 31, 26	-11.85K	0.08%
Invesco Ltd.	41.70K	Mar 31, 26	-51.09K	0.08%
Summit Trail Advisors, LLC	41.05K	Mar 31, 26	+41.05K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	40.57K	Mar 31, 26	-242	0.07%
MELFA WEALTH MANAGEMENT, LLC	37.36K	Mar 31, 26	--	0.07%
Rockefeller Capital Management L.P.	37.25K	Mar 31, 26	-4.19K	0.07%
Colony Group, LLC	35.60K	Mar 31, 26	--	0.07%
Sovereign Financial Group, Inc.	30.87K	Mar 31, 26	+166	0.06%
Cornerstone Wealth Management, LLC	30.40K	Mar 31, 26	+13.24K	0.06%
Prospera Financial Services Inc	29.61K	Mar 31, 26	--	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	29.05K	Mar 31, 26	+3.35K	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	24.44K	Mar 31, 26	-1.90K	0.05%
WealthBridge Capital Management, LLC	22.50K	Mar 31, 26	--	0.04%
Kercheville Advisors, LLC	22.14K	Mar 31, 26	+31	0.04%
Virtu Financial LLC	21.48K	Mar 31, 26	+5.84K	0.04%
JANE STREET GROUP, LLC	20.36K	Mar 31, 26	+20.36K	0.04%
Nuveen, LLC	18.69K	Mar 31, 26	--	0.03%
Atomi Financial Group, Inc.	17.97K	Mar 31, 26	+1.18K	0.03%
AlphaCore Capital LLC	16.99K	Mar 31, 26	+319	0.03%
Wealth Alliance Advisory Group, LLC	15.74K	Mar 31, 26	--	0.03%
FIRST TRUST ADVISORS LP	15.42K	Mar 31, 26	-2.62K	0.03%
Cambridge Investment Research Advisors, Inc.	15.35K	Mar 31, 26	-4.15K	0.03%
Institute for Wealth Management, LLC.	15.10K	Mar 31, 26	--	0.03%
Wealthspire Advisors, LLC	15.00K	Mar 31, 26	+5.00K	0.03%
Fisher Asset Management, LLC	14.35K	Mar 31, 26	+14.35K	0.03%
Dynamic Advisor Solutions LLC	14.15K	Mar 31, 26	--	0.03%
Capital Investment Advisors, LLC	13.79K	Mar 31, 26	--	0.03%
Zullo Investment Group, Inc.	13.50K	Mar 31, 26	--	0.02%
Apella Capital, LLC	13.00K	Mar 31, 26	+13.00K	0.02%
Concurrent Investment Advisors, LLC	12.33K	Mar 31, 26	+1.15K	0.02%
Quadcap Wealth Management, LLC	12.26K	Mar 31, 26	+12.26K	0.02%
Janney Montgomery Scott LLC	11.93K	Mar 31, 26	+237	0.02%
Catalina Capital Group, LLC	11.10K	Mar 31, 26	--	0.02%
Integrated Wealth Concepts LLC	11.01K	Mar 31, 26	+11.01K	0.02%
WEDBUSH SECURITIES INC	11.00K	Mar 31, 26	+11.00K	0.02%
WMG Financial Advisors, LLC	10.95K	Mar 31, 26	+69	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	10.88K	Mar 31, 26	-1.00K	0.02%
Allworth Financial LP	10.69K	Mar 31, 26	+5.00K	0.02%
KENNEDY INVESTMENT GROUP	10.62K	Mar 31, 26	+200	0.02%
GILL CAPITAL PARTNERS, LLC	9.99K	Mar 31, 26	+9.99K	0.02%
FIFTH THIRD BANCORP	8.24K	Mar 31, 26	+8.24K	0.02%
Mountain Hill Investment Partners Corp.	7.00K	Mar 31, 26	--	0.01%
NBC SECURITIES, INC.	6.23K	Mar 31, 26	--	0.01%
CWM, LLC	4.91K	Mar 31, 26	+4.71K	0.01%
HUNTINGTON NATIONAL BANK	4.50K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	4.21K	Mar 31, 26	+4.21K	0.01%
IFP Advisors, Inc	3.63K	Mar 31, 26	-51	0.01%
High Note Wealth, LLC	2.58K	Mar 31, 26	-33	0.00%
EASTERN BANK	2.19K	Mar 31, 26	--	0.00%
US BANCORP \DE\	2.04K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	1.92K	Mar 31, 26	+1.92K	0.00%
Penserra Capital Management LLC	1.38K	Mar 31, 26	+1.38K	0.00%
Ancora Advisors, LLC	1.08K	Mar 31, 26	-113	0.00%
CITY HOLDING CO	1.00K	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	1.00K	Mar 31, 26	+1.00K	0.00%
ROTHSCHILD INVESTMENT LLC	800	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	585	Mar 31, 26	+585	0.00%
HIGHLINE WEALTH PARTNERS LLC	570	Mar 31, 26	-430	0.00%
MAI Capital Management	542	Mar 31, 26	--	0.00%
CVA Family Office, LLC	403	Mar 31, 26	+3	0.00%
Smartleaf Asset Management LLC	381	Mar 31, 26	--	0.00%
Elevated Capital Advisors, LLC	375	Mar 31, 26	+375	0.00%
Mascoma Wealth Management LLC	320	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	292	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	1	Mar 31, 26	+1	0.00%
ASSETMARK, INC	--	Mar 31, 26	-809	--
StoneX Group Inc.	--	Mar 31, 26	-22.80K	--
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-364.78K	--
Sequoia Financial Advisors, LLC	--	Mar 31, 26	-20.95K	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Mar 31, 26	-146	--
COHEN & STEERS, INC.	--	Mar 31, 26	-7.50K	--
ROBINSON CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-1.17M	--
Allspring Global Investments Holdings, LLC	--	Mar 31, 26	-140.28K	--
ALESCO ADVISORS LLC	--	Mar 31, 26	-11.00K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-9.90K	--
COMERICA BANK	5.37K	Dec 31, 25	+2.47K	0.01%
SageView Advisory Group, LLC	1.39K	Dec 31, 25	+1.39K	0.00%
AVANTAX ADVISORY SERVICES, INC.	17.67K	Jun 30, 25	+17.67K	0.03%
Nuveen Asset Management, LLC	35.97K	Dec 31, 24	+22.11K	0.07%
RAYMOND JAMES & ASSOCIATES	128.88K	Sep 30, 24	+11.81K	0.24%
Raymond James Financial Services Advisors, Inc.	53.70K	Sep 30, 24	+30.79K	0.10%
All Season Financial Advisors, Inc.	22.29K	Sep 30, 24	+6.57K	0.04%
BlackRock Inc.	123.88K	Jun 30, 24	--	0.23%
BENJAMIN F. EDWARDS & COMPANY, INC.	764	Jun 30, 24	--	0.00%
ADVISOR PARTNERS II, LLC	139.31K	Sep 30, 23	+139.31K	0.26%
LEO BROKERAGE, LLC	144.62K	Jun 30, 23	+6.17K	0.27%
Endurance Wealth Management, Inc.	1.50K	Jun 30, 23	--	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	1.46K	Dec 31, 22	--	0.00%
Hightower 6M Holding, LLC	67.47K	Sep 30, 22	+46.83K	0.12%
American Portfolios Advisors	9.00K	Sep 30, 22	--	0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	312.48K	Mar 31, 22	+94.21K	0.58%
KINGS POINT CAPITAL MANAGEMENT	1.17K	Mar 31, 22	--	0.00%
6 Meridian	43.50K	Dec 31, 21	-4.84K	0.08%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	16.70K	Sep 30, 21	+900	0.03%
Sonora Investment Management, LLC	14.33K	Sep 30, 21	--	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	158.22K	Dec 31, 19	+11.21K	0.29%
Advisor Group, Inc.	79.52K	Dec 31, 19	+6.90K	0.15%
BB&T SECURITIES, LLC	35.26K	Sep 30, 19	+1.58K	0.07%
NORTHERN CAPITAL MANAGEMENT LLC	57.00K	Dec 31, 18	-178.87K	0.11%
Edge Advisors, LLC	34.95K	Jun 30, 18	--	0.06%
NATIONAL PLANNING CORP	--	Dec 31, 17	-63.50K	--
IFC Holdings Incorporated/FL	--	Dec 31, 17	-10.37K	--
Commonwealth Equity Services, Inc	15.83K	Jun 30, 17	+1.35K	0.03%
MSI Financial Services Inc	87	Dec 31, 16	-1.09K	0.00%
Investors Capital Advisory Services	18.07K	Jun 30, 16	+18.07K	0.03%
Samson Capital Advisors LLC	284.64K	Sep 30, 15	+284.64K	0.52%
BAIRD ROBERT W & CO INC /WI/	115.69K	Mar 31, 15	+92.55K	0.21%
UBS AG	64.35K	Sep 30, 14	+3.22K	0.12%
STIFEL NICOLAUS & CO INC \MO\	88.61K	Sep 30, 13	+4.54K	0.16%
First Allied Securities, Inc.	2.17K	Jun 30, 12	-8.33K	0.00%
NOLLENBERGER CAPITAL PARTNERS INC	--	Dec 31, 10	-146	--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	278.21K	Jun 30, 10	+278.21K	0.51%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

GUGGENHEIM CAPITAL LLC

1.16M

Mar 31, 26

-81.76K

2.14%

Hennion & Walsh Asset Management, Inc.

978.22K

Mar 31, 26

+479.44K

1.80%

LPL Financial LLC

690.51K

Mar 31, 26

-164.95K

1.27%

MORGAN STANLEY

686.77K

Mar 31, 26

+42.07K

1.27%

SIT INVESTMENT ASSOCIATES INC

669.43K

Mar 31, 26

-53.79K

1.23%

WELLS FARGO & COMPANY/MN

572.72K

Mar 31, 26

-26.83K

1.06%

UBS Group AG

571.97K

Mar 31, 26

+3.28K

1.05%

AMERIPRISE FINANCIAL INC

517.76K

Mar 31, 26

+85.07K

0.95%

BANK OF AMERICA CORP /DE/

493.82K

Mar 31, 26

+18.63K

0.91%

ROYAL BANK OF CANADA

366.52K

Mar 31, 26

+22.21K

0.68%

Leo Wealth, LLC

319.28K

Mar 31, 26

+58.23K

0.59%

VAN ECK ASSOCIATES CORP

313.04K

Mar 31, 26

+1.67K

0.58%

GREATMARK INVESTMENT PARTNERS, INC.

248.75K

Mar 31, 26

0.46%

STIFEL FINANCIAL CORP

236.92K

Mar 31, 26

-8.28K

0.44%

N.E.W. Advisory Services LLC

229.96K

Mar 31, 26

+105.50K

0.42%

MACKAY SHIELDS LLC

209.17K

Mar 31, 26

-99.38K

0.39%

Advisors Asset Management, Inc.

193.98K

Mar 31, 26

-1.41K

0.36%

Cetera Investment Advisers

187.14K

Mar 31, 26

+58.96K

0.35%

Melone Private Wealth, LLC

172.86K

Mar 31, 26

-22.52K

0.32%

COMMONWEALTH EQUITY SERVICES, LLC

169.23K

Mar 31, 26

+9.55K

0.31%

Stratos Wealth Partners, LTD.

162.83K

Mar 31, 26

+54.32K

0.30%

RAYMOND JAMES FINANCIAL INC

149.38K

Mar 31, 26

-22.40K

0.28%

Gridiron Partners, LLC

129.73K

Mar 31, 26

-20.26K

0.24%

Indiana Trust & Investment Management CO

122.00K

Mar 31, 26

-41.65K

0.22%

Claro Advisors LLC

112.53K

Mar 31, 26

-897

0.21%

TRUIST FINANCIAL CORP

112.45K

Mar 31, 26

-258.57K

0.21%

HARBOUR INVESTMENTS, INC.

98.93K

Mar 31, 26

+72.98K

0.18%

Fiera Capital Corp

89.17K

Mar 31, 26

+89.17K

0.16%

ADVISOR GROUP HOLDINGS, INC.

86.88K

Mar 31, 26

+25.40K

0.16%

Cutler Capital Management, LLC

86.12K

Mar 31, 26

0.16%

PNC FINANCIAL SERVICES GROUP, INC.

84.82K

Mar 31, 26

0.16%

Tyche Wealth Partners LLC

82.10K

Mar 31, 26

0.15%

Whipplewood Advisors, LLC

70.41K

Mar 31, 26

-752

0.13%

NewEdge Advisors, LLC

69.77K

Mar 31, 26

+11.05K

0.13%

Capital Investment Advisory Services, LLC

69.11K

Mar 31, 26

+2.70K

0.13%

Private Advisor Group, LLC

68.72K

Mar 31, 26

+254

0.13%

Pensionmark Financial Group, LLC

68.06K

Mar 31, 26

+371

0.13%

LexAurum Advisors, LLC

54.94K

Mar 31, 26

+54.94K

0.10%

Baird Financial Group, Inc.

51.27K

Mar 31, 26

0.09%

Burford Brothers, Inc.

46.42K

Mar 31, 26

+18.80K

0.09%

Kestra Advisory Services, LLC

44.76K

Mar 31, 26

+24.71K

0.08%

CALTON & ASSOCIATES, INC.

42.64K

Mar 31, 26

-11.85K

0.08%

Invesco Ltd.

41.70K

Mar 31, 26

-51.09K

0.08%

Summit Trail Advisors, LLC

41.05K

Mar 31, 26

+41.05K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

40.57K

Mar 31, 26

-242

0.07%

MELFA WEALTH MANAGEMENT, LLC

37.36K

Mar 31, 26

0.07%

Rockefeller Capital Management L.P.

37.25K

Mar 31, 26

-4.19K

0.07%

Colony Group, LLC

35.60K

Mar 31, 26

0.07%

Sovereign Financial Group, Inc.

30.87K

Mar 31, 26

+166

0.06%

Cornerstone Wealth Management, LLC

30.40K

Mar 31, 26

+13.24K

0.06%

Prospera Financial Services Inc

29.61K

Mar 31, 26

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

29.05K

Mar 31, 26

+3.35K

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

24.44K

Mar 31, 26

-1.90K

0.05%

WealthBridge Capital Management, LLC

22.50K

Mar 31, 26

0.04%

Kercheville Advisors, LLC

22.14K

Mar 31, 26

+31

0.04%

Virtu Financial LLC

21.48K

Mar 31, 26

+5.84K

0.04%

JANE STREET GROUP, LLC

20.36K

Mar 31, 26

+20.36K

0.04%

Nuveen, LLC

18.69K

Mar 31, 26

0.03%

Atomi Financial Group, Inc.

17.97K

Mar 31, 26

+1.18K

0.03%

AlphaCore Capital LLC

16.99K

Mar 31, 26

+319

0.03%

Wealth Alliance Advisory Group, LLC

15.74K

Mar 31, 26

0.03%

FIRST TRUST ADVISORS LP

15.42K

Mar 31, 26

-2.62K

0.03%

Cambridge Investment Research Advisors, Inc.

15.35K

Mar 31, 26

-4.15K

0.03%

Institute for Wealth Management, LLC.

15.10K

Mar 31, 26

0.03%

Wealthspire Advisors, LLC

15.00K

Mar 31, 26

+5.00K

0.03%

Fisher Asset Management, LLC

14.35K

Mar 31, 26

+14.35K

0.03%

Dynamic Advisor Solutions LLC

14.15K

Mar 31, 26

0.03%

Capital Investment Advisors, LLC

13.79K

Mar 31, 26

0.03%

Zullo Investment Group, Inc.

13.50K

Mar 31, 26

0.02%

Apella Capital, LLC

13.00K

Mar 31, 26

+13.00K

0.02%

Concurrent Investment Advisors, LLC

12.33K

Mar 31, 26

+1.15K

0.02%

Quadcap Wealth Management, LLC

12.26K

Mar 31, 26

+12.26K

0.02%

Janney Montgomery Scott LLC

11.93K

Mar 31, 26

+237

0.02%

Catalina Capital Group, LLC

11.10K

Mar 31, 26

0.02%

Integrated Wealth Concepts LLC

11.01K

Mar 31, 26

+11.01K

0.02%

WEDBUSH SECURITIES INC

11.00K

Mar 31, 26

+11.00K

0.02%

WMG Financial Advisors, LLC

10.95K

Mar 31, 26

+69

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

10.88K

Mar 31, 26

-1.00K

0.02%

Allworth Financial LP

10.69K

Mar 31, 26

+5.00K

0.02%

KENNEDY INVESTMENT GROUP

10.62K

Mar 31, 26

+200

0.02%

GILL CAPITAL PARTNERS, LLC

9.99K

Mar 31, 26

+9.99K

0.02%

FIFTH THIRD BANCORP

8.24K

Mar 31, 26

+8.24K

0.02%

Mountain Hill Investment Partners Corp.

7.00K

Mar 31, 26

0.01%

NBC SECURITIES, INC.

6.23K

Mar 31, 26

0.01%

CWM, LLC

4.91K

Mar 31, 26

+4.71K

0.01%

HUNTINGTON NATIONAL BANK

4.50K

Mar 31, 26

0.01%

Advisory Services Network, LLC

4.21K

Mar 31, 26

+4.21K

0.01%

IFP Advisors, Inc

3.63K

Mar 31, 26

-51

0.01%

High Note Wealth, LLC

2.58K

Mar 31, 26

-33

0.00%

EASTERN BANK

2.19K

Mar 31, 26

0.00%

US BANCORP \DE\

2.04K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.92K

Mar 31, 26

+1.92K

0.00%

Penserra Capital Management LLC

1.38K

Mar 31, 26

+1.38K

0.00%

Ancora Advisors, LLC

1.08K

Mar 31, 26

-113

0.00%

CITY HOLDING CO

1.00K

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

1.00K

Mar 31, 26

+1.00K

0.00%

ROTHSCHILD INVESTMENT LLC

800

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

585

Mar 31, 26

+585

0.00%

HIGHLINE WEALTH PARTNERS LLC

570

Mar 31, 26

-430

0.00%

MAI Capital Management

542

Mar 31, 26

0.00%

CVA Family Office, LLC

403

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

381

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

375

Mar 31, 26

+375

0.00%

Mascoma Wealth Management LLC

320

Mar 31, 26

0.00%

CoreCap Advisors, LLC

292

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-809

StoneX Group Inc.

Mar 31, 26

-22.80K

RIVERNORTH CAPITAL MANAGEMENT, LLC

Mar 31, 26

-364.78K

Sequoia Financial Advisors, LLC

Mar 31, 26

-20.95K

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

-146

COHEN & STEERS, INC.

Mar 31, 26

-7.50K

ROBINSON CAPITAL MANAGEMENT, LLC

Mar 31, 26

-1.17M

Allspring Global Investments Holdings, LLC

Mar 31, 26

-140.28K

ALESCO ADVISORS LLC

Mar 31, 26

-11.00K

Camelot Portfolios, LLC

Mar 31, 26

-9.90K

COMERICA BANK

5.37K

Dec 31, 25

+2.47K

0.01%

SageView Advisory Group, LLC

1.39K

Dec 31, 25

+1.39K

0.00%

AVANTAX ADVISORY SERVICES, INC.

17.67K

Jun 30, 25

+17.67K

0.03%

Nuveen Asset Management, LLC

35.97K

Dec 31, 24

+22.11K

0.07%

RAYMOND JAMES & ASSOCIATES

128.88K

Sep 30, 24

+11.81K

0.24%

Raymond James Financial Services Advisors, Inc.

53.70K

Sep 30, 24

+30.79K

0.10%

All Season Financial Advisors, Inc.

22.29K

Sep 30, 24

+6.57K

0.04%

BlackRock Inc.

123.88K

Jun 30, 24

0.23%

BENJAMIN F. EDWARDS & COMPANY, INC.

764

Jun 30, 24

0.00%

ADVISOR PARTNERS II, LLC

139.31K

Sep 30, 23

+139.31K

0.26%

LEO BROKERAGE, LLC

144.62K

Jun 30, 23

+6.17K

0.27%

Endurance Wealth Management, Inc.

1.50K

Jun 30, 23

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

1.46K

Dec 31, 22

0.00%

Hightower 6M Holding, LLC

67.47K

Sep 30, 22

+46.83K

0.12%

American Portfolios Advisors

9.00K

Sep 30, 22

0.02%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

312.48K

Mar 31, 22

+94.21K

0.58%

KINGS POINT CAPITAL MANAGEMENT

1.17K

Mar 31, 22

0.00%

6 Meridian

43.50K

Dec 31, 21

-4.84K

0.08%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

16.70K

Sep 30, 21

+900

0.03%

Sonora Investment Management, LLC

14.33K

Sep 30, 21

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

158.22K

Dec 31, 19

+11.21K

0.29%

Advisor Group, Inc.

79.52K

Dec 31, 19

+6.90K

0.15%

BB&T SECURITIES, LLC

35.26K

Sep 30, 19

+1.58K

0.07%

NORTHERN CAPITAL MANAGEMENT LLC

57.00K

Dec 31, 18

-178.87K

0.11%

Edge Advisors, LLC

34.95K

Jun 30, 18

0.06%

NATIONAL PLANNING CORP

Dec 31, 17

-63.50K

IFC Holdings Incorporated/FL

Dec 31, 17

-10.37K

Commonwealth Equity Services, Inc

15.83K

Jun 30, 17

+1.35K

0.03%

MSI Financial Services Inc

Dec 31, 16

-1.09K

0.00%

Investors Capital Advisory Services

18.07K

Jun 30, 16

+18.07K

0.03%

Samson Capital Advisors LLC

284.64K

Sep 30, 15

+284.64K

0.52%

BAIRD ROBERT W & CO INC /WI/

115.69K

Mar 31, 15

+92.55K

0.21%

UBS AG

64.35K

Sep 30, 14

+3.22K

0.12%

STIFEL NICOLAUS & CO INC \MO\

88.61K

Sep 30, 13

+4.54K

0.16%

First Allied Securities, Inc.

2.17K

Jun 30, 12

-8.33K

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

Dec 31, 10

-146

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

278.21K

Jun 30, 10

+278.21K

0.51%