How many institutions own AIO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AIO shares is 88, representing 18.51% of the company's common stock.

Who are the major shareholders selling Virtus Artificial Intelligence & Technology Opportunities Fund stock?

SEACREST WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in AIO by -0.66% restricting it's holding to 30.25 thousand shares of worth nearly $849.12K. CETERA INVESTMENT ADVISERS also lessened -40.86% of the AIO shares from its portfolio, reducing its holding to 15.72 thousand shares of worth $441.21K. KINGSWOOD WEALTH ADVISORS, LLC also shunned AIO shares holding by -1.43% last quarter which brought its holding to 38.86 thousand shares worth $1.09M.

Investors who are buying AIO stock?

As per its latest 13F filing, CALAMOS ADVISORS LLC increased its stake in AIO by 7.14% in the last quarter. The institutional holder raised its holding to 35.75 thousand shares having worth more than $1.00M. MARINER, LLC also added 100% more shares of AIO to its portfolio, raising its holding to 10.85 thousand shares of worth $304.56K. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also increased its AIO shares holding by 9.85% which brought its holding to 21.84 thousand shares worth $586.96K.

AIO's major insiders: who are they?

The insider with the most stakes in AIO is MACLEOD JAMES S , director at the company. Additionally, AIO stock is highly held by President and CEO AYLWARD GEORGE R and director MCDANIEL CONNIE D among others.

Did an insider recently sell AIO stock?

Company executives, directors, and other insiders own N/A percent of Virtus Artificial Intelligence & Technology Opportunities Fund's stock. Within the last six months, there have been 4 transaction(s) in which AIO insiders have sold stock, totaling 36.41K shares. Insiders that have sold shares include KASS JUSTIN, CHEN JAMES C. K., and JUE STEPHEN B.

How much of AIO does insiders own?

Around 0 Virtus Artificial Intelligence & Technology Opportunities Fund shares are held by insiders, which represents about N/A of AIO stock.

Who is the insider with the largest stake?

AIO director, MACLEOD JAMES S holds the largest portfolio of the company's shares. AIO shares owned by MACLEOD total nearly 4.05 thousand.

Which institution holds the most shares in AIO?

SEACREST WEALTH MANAGEMENT, LLC is the largest institutional owner in AIO which holds 30.25 thousand shares worth $849.12K or 0.09% of the total AIO shares outstanding followed by CALAMOS ADVISORS LLC with ownership of 35.75 thousand shares representing 0.1% of the AIO ownership. MARINER, LLC is the third largest stakeholder with 10.85 thousand shares or 0.03% of the ownership worth more than $304.56K.

Is there a short position on AIO's shares?

Number of AIO shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AIO shares are there?

As of today, null shares of AIO are outstanding.

Is there many float in AIO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AIO has null shares in float.

AIO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AIO is null.

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) insider trading activity: Get Latest News Today

Q: Which insider recently purchased AIO stock?

There have been 0 transaction(s) during the past 6-months in which Virtus Artificial Intelligence & Technology Opportunities Fund insiders have bought stock, totalling 0 shares

Q: Is Virtus Artificial Intelligence & Technology Opportunities Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AIO is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

18.51% Percentage of Shares held by All Institutions

18.51% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 18.51% of AIO shares are held by financial institutions. SEACREST WEALTH MANAGEMENT, LLC is the top corporate investor, holding 30.25K shares valued at $849.12K. A 0.09% stake in Virtus Artificial Intelligence & Technology Opportunities Fund is owned by the company. CALAMOS ADVISORS LLC owns 35.75K shares valued at $1.00M, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.09%	30.25K	849.12K	-200	-0.66%
Jun 30, 2026	CALAMOS ADVISORS LLC	0.1%	35.75K	1M	2.38K	+7.14%
Jun 30, 2026	MARINER, LLC	0.03%	10.85K	304.56K	10.85K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.05%	15.72K	441.21K	-10.86K	-40.86%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	21.84K	586.96K	1.96K	+9.85%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.11%	37.14K	1.04M	316	+0.86%
Jun 30, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	38.86K	1.09M	-565	-1.43%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	64.37K	1.81M	6.35K	+10.94%
Jun 30, 2026	MOORS & CABOT, INC.	0.04%	14.7K	412.71K	-2K	-11.97%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.04%	14.27K	400.66K	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	0.04%	14.22K	399.16K	2.34K	+19.74%
Jun 30, 2026	XTX TOPCO LTD	0.04%	14.17K	397.81K	2.62K	+22.64%
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.15%	50.56K	1.42M	-454	-0.89%
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.14%	47.23K	1.33M	-117.47K	-71.32%
Jun 30, 2026	SPIREPOINT PRIVATE CLIENT, LLC	0.04%	13.93K	391.1K	1.26K	+9.93%
Jun 30, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.04%	12.74K	357.54K	908	+7.68%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.03%	11.45K	321.4K	11.45K	+100.00%
Jun 30, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.03%	11.39K	319.59K	11.39K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	23.42K	657.52K	2.67K	+12.85%
Jun 30, 2026	OPPENHEIMER & CO INC	0.21%	72.74K	2.04M	-337	-0.46%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.22%	75.8K	2.13M	-1K	-1.30%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.24%	82.79K	2.32M	3.65K	+4.61%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.32%	111.04K	3.12M	2.39K	+2.20%
Jun 30, 2026	DECISION INVESTMENTS, INC	0.04%	15.18K	426.19K	-4.09K	-21.24%
Jun 30, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.33%	114.09K	3.2M	-48.54K	-29.85%
Jun 30, 2026	LPL FINANCIAL LLC	0.34%	117.09K	3.29M	11.69K	+11.09%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.35%	119.52K	3.35M	-13.19K	-9.94%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	0.42%	143.68K	4.03M	123.57K	+614.45%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.44%	151.1K	4.24M	876	+0.58%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.46%	160.04K	4.49M	24.27K	+17.88%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.49%	168.61K	4.73M	-44.92K	-21.04%
Jun 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	0.52%	179.93K	5.05M	-63.9K	-26.21%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.65%	222.39K	6.24M	222.39K	+100.00%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	0.94%	324.29K	9.1M	130.66K	+67.48%
Jun 30, 2026	ROYAL BANK OF CANADA	1.03%	354.98K	9.96M	-9.08K	-2.49%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.1%	380.28K	10.67M	2.24K	+0.59%
Jun 30, 2026	UBS GROUP AG	1.31%	452.67K	12.71M	20.43K	+4.73%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.79%	616.77K	17.31M	-22.29K	-3.49%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.53%	869.83K	24.42M	51.23K	+6.26%
Jun 30, 2026	MORGAN STANLEY	3.2%	1.1M	30.94M	17.53K	+1.62%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	19.82K	556.33K	7.44K	+60.13%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.05%	17.92K	502.89K	316	+1.80%
Jun 30, 2026	EVOLVE PRIVATE WEALTH, LLC	0.03%	11.21K	314.64K	-312	-2.71%
Jun 30, 2026	SYKON CAPITAL LLC	0.05%	17.61K	494.2K	0	0
Jun 30, 2026	SERENUS WEALTH ADVISORS, LLC	0.06%	22.12K	620.88K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.05%	17.58K	493.62K	-4.77K	-21.36%
Jun 30, 2026	ALTERI WEALTH LLC	0.05%	17.31K	485.98K	10	+0.06%
Jun 30, 2026	CHAPIN DAVIS, INC.	0.05%	17K	477.19K	-500	-2.86%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.08%	25.9K	726.94K	-588	-2.22%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.08%	27.54K	773K	160	+0.58%
Mar 31, 2026	TIDEMARK, LLC	0%	409	8.76K	38	+10.24%
Mar 31, 2026	DECISION INVESTMENTS, INC	0.06%	19.28K	412.72K	-20	-0.10%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.08%	26.49K	567.03K	542	+2.09%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	11.83K	253.26K	575	+5.11%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.04%	12.38K	265K	-228	-1.81%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	19.88K	433.35K	-24.62K	-55.33%
Mar 31, 2026	PMG FAMILY OFFICE LLC	0.11%	36.82K	788.32K	3.94K	+11.97%
Mar 31, 2026	OPPENHEIMER & CO INC	0.21%	73.08K	1.56M	7.3K	+11.10%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.38%	818.6K	17.53M	-27.15K	-3.21%
Mar 31, 2026	JANE STREET GROUP, LLC	0.03%	11.88K	254.27K	966	+8.85%
Mar 31, 2026	DAVENPORT & CO LLC	0.03%	12K	256.92K	-11.2K	-48.28%
Mar 31, 2026	DAVID J YVARS GROUP	0.04%	12.38K	265.13K	237	+1.95%
Mar 31, 2026	SPIREPOINT PRIVATE CLIENT, LLC	0.04%	12.67K	271.35K	2.94K	+30.22%
Mar 31, 2026	SYKON CAPITAL LLC	0.05%	17.61K	376.94K	-16.3K	-48.07%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.06%	20.11K	430.56K	20.11K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	20.76K	444.41K	692	+3.45%
Mar 31, 2026	SERENUS WEALTH ADVISORS, LLC	0.06%	22.12K	473.57K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	22.36K	478.64K	9.1K	+68.70%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.08%	26.58K	569.06K	-25.07K	-48.53%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.08%	27.38K	586K	-1.04K	-3.65%
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.09%	30.45K	651.94K	-3.1K	-9.24%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.04%	14.27K	305.6K	149	+1.05%
Mar 31, 2026	CHAPIN DAVIS, INC.	0.05%	17.5K	374.68K	-900	-4.89%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.44%	150.22K	3.22M	9.42K	+6.69%
Mar 31, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.47%	162.63K	3.48M	8.56K	+5.56%
Mar 31, 2026	ALTERI WEALTH LLC	0.05%	17.3K	370.45K	-102	-0.59%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.48%	164.7K	3.53M	-1.18K	-0.71%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	0.56%	193.63K	4.15M	193.63K	+100.00%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.62%	213.53K	4.57M	-136.26K	-38.95%
Mar 31, 2026	AMERIFLEX GROUP, INC.	0.03%	10.8K	231.23K	2.4K	+28.57%
Mar 31, 2026	ROYAL BANK OF CANADA	1.06%	364.06K	7.79M	-63.54K	-14.86%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.1%	378.04K	8.08M	-83.18K	-18.03%
Mar 31, 2026	MORGAN STANLEY	3.15%	1.08M	23.23M	8.37K	+0.78%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.1%	33.36K	714.3K	3.97K	+13.51%
Mar 31, 2026	READYSTATE ASSET MANAGEMENT LP	0.11%	36.87K	789.43K	-102.28K	-73.50%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.15%	51.01K	1.09M	6.48K	+14.54%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.17%	58.02K	1.24M	7.89K	+15.74%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.23%	79.15K	1.69M	425	+0.54%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.39%	135.77K	2.91M	11.85K	+9.56%
Mar 31, 2026	UBS GROUP AG	1.26%	432.24K	9.25M	-20.24K	-4.47%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.05%	17.6K	376.79K	1.24K	+7.55%
Mar 31, 2026		0.06%	19.28K	412.72K	-20	-0.10%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	39.42K	844.04K	1.83K	+4.87%
Mar 31, 2026	XTX TOPCO LTD	0.03%	11.56K	247.41K	11.56K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.31%	105.4K	2.26M	6.35K	+6.41%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.32%	108.65K	2.33M	8.49K	+8.48%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.32%	111.79K	2.39M	80.89K	+261.79%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.39%	132.7K	2.84M	-1.22K	-0.91%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	575	12.56K	575	+100.00%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	828	17.73K	509	+159.56%
Mar 31, 2026	CHESAPEAKE ASSET MANAGEMENT LLC	0%	1.07K	22.91K	1.07K	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.79K	38.32K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.5K	53.53K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	3.32K	71.08K	54	+1.65%
Mar 31, 2026	FIFTH THIRD BANCORP	0.01%	3.98K	85.13K	3.98K	+100.00%
Mar 31, 2026	NBC SECURITIES, INC.	0.02%	6.39K	136.91K	-759	-10.61%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	7.19K	153.94K	5.3K	+279.42%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.02%	7.23K	154.84K	7.21K	+36,060.00%
Mar 31, 2026	CWM, LLC	0.02%	8.1K	173.4K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	9.5K	203.48K	9.5K	+100.00%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.03%	10.38K	222.22K	148	+1.45%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.22%	76.8K	1.64M	19.4K	+33.80%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.86%	639.06K	13.68M	10.86K	+1.73%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	13.2K	282.68K	13.2K	+100.00%
Mar 31, 2026	SABA CAPITAL MANAGEMENT, L.P.	0.71%	243.83K	5.22M	243.83K	+100.00%
Mar 31, 2026	MOORS & CABOT, INC.	0.05%	16.7K	357.61K	-2.5K	-13.02%
Dec 31, 2025		0.03%	11.16K	253.75K	11.16K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.34%	461.22K	10.03M	91.3K	+24.68%
Dec 31, 2025	STRATEGIC ADVOCATES LLC	0.06%	21.94K	482.13K	-4.26K	-16.25%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	20.07K	436.41K	847	+4.41%
Dec 31, 2025	MOORS & CABOT, INC.	0.06%	19.2K	417.67K	-250	-1.29%
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	10.91K	237.29K	1.78K	+19.47%
Dec 31, 2025	SPIREPOINT PRIVATE CLIENT, LLC	0.03%	9.73K	211.69K	9.73K	+100.00%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.02%	349.79K	7.61M	-68.31K	-16.34%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.41%	140.8K	3.06M	1.64K	+1.18%
Dec 31, 2025	COMERICA BANK	0.01%	4.05K	88.15K	-67	-1.63%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.4%	139.15K	3.03M	123.22K	+773.83%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.09%	29.39K	639.3K	29.39K	+100.00%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.1%	33.55K	753.53K	-810	-2.36%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	44.5K	997.18K	724	+1.65%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.03%	10.23K	222.52K	10.23K	+100.00%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	11.25K	244.79K	271	+2.47%
Dec 31, 2025	DAVID J YVARS GROUP	0.04%	12.15K	264.18K	174	+1.45%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	12.61K	274.16K	-168	-1.32%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.08%	25.94K	564.27K	-2.24K	-7.95%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	28.42K	618K	-3.32K	-10.45%
Dec 31, 2025	OPPENHEIMER & CO INC	0.19%	65.78K	1.43M	-771	-1.16%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.48%	165.88K	3.61M	99.63K	+150.38%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	13.25K	288.27K	-3.95K	-22.97%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	14.12K	307.21K	-1.21K	-7.90%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	16.36K	355.91K	446	+2.80%
Dec 31, 2025	ALTERI WEALTH LLC	0.05%	17.41K	378.55K	10	+0.06%
Dec 31, 2025	CHAPIN DAVIS, INC.	0.05%	18.4K	400.2K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	1.24%	427.6K	9.3M	88.08K	+25.94%
Dec 31, 2025	US BANCORP \DE\	0%	500	10.88K	-1.63K	-76.47%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1.04K	22.53K	1.04K	+100.00%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	1.09K	23.69K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.23%	78.72K	1.71M	-6.25K	-7.36%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.29%	100.16K	2.3M	2.49K	+2.55%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.39%	133.92K	2.91M	12.28K	+10.09%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.03%	9.25K	201.1K	9.25K	+100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.03%	9.76K	212.29K	143	+1.49%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	37.59K	817.65K	4.91K	+15.01%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.09%	30.9K	707.87K	18.23K	+143.88%
Dec 31, 2025	DAVENPORT & CO LLC	0.07%	23.2K	504.6K	-8.6K	-27.04%
Dec 31, 2025	SERENUS WEALTH ADVISORS, LLC	0.06%	22.12K	481.09K	0	0
Dec 31, 2025	CWM, LLC	0.02%	8.1K	176K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.5K	54.38K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.9K	41.22K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.79K	38.93K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	1.26K	27.41K	70	+5.88%
Dec 31, 2025	TIDEMARK, LLC	0%	371	8.07K	50	+15.58%
Dec 31, 2025	MOTIV8 INVESTMENTS LLC	0%	339	7K	339	+100.00%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.45%	154.07K	3.35M	154.07K	+100.00%
Dec 31, 2025	MORGAN STANLEY	3.13%	1.08M	23.41M	-87.91K	-7.55%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	50.13K	1.09M	35.66K	+246.47%
Dec 31, 2025	NBC SECURITIES, INC.	0.02%	7.15K	155.59K	561	+8.51%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.13%	44.53K	968.59K	275	+0.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	51.64K	1.12M	10.64K	+25.95%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.17%	57.4K	1.25M	5.17K	+9.89%
Dec 31, 2025	SYKON CAPITAL LLC	0.1%	33.91K	737.46K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.29%	99.05K	2.15M	8.14K	+8.96%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	123.92K	2.7M	-10.71K	-7.95%
Dec 31, 2025	UBS GROUP AG	1.31%	452.48K	9.84M	-25.15K	-5.26%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.82%	628.2K	13.66M	-10.82K	-1.69%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.46%	845.75K	18.39M	6.1K	+0.73%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.86%	639.02K	15.36M	10.38K	+1.65%
Sep 30, 2025		0.09%	30.94K	743.58K	30.94K	+100.00%
Sep 30, 2025	MOORS & CABOT, INC.	0.06%	19.45K	467.46K	-50	-0.26%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	19.22K	462K	-1.59K	-7.64%
Sep 30, 2025	CWM, LLC	0.02%	8.1K	195K	6.37K	+369.24%
Sep 30, 2025	US BANCORP \DE\	0.01%	2.13K	51.06K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.9K	45.54K	325	+20.70%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.79K	43.01K	1.79K	+100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	1.46K	35.06K	159	+12.23%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1.19K	28.6K	0	0
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	1.12K	384.93K	1.01K	+994.12%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	1.09K	26.17K	0	0
Sep 30, 2025	TIDEMARK, LLC	0%	321	7.71K	116	+56.59%
Sep 30, 2025	ST GERMAIN D J CO INC	0%	275	6.61K	0	0
Sep 30, 2025	GOALVEST ADVISORY LLC	0%	201	4.83K	201	+100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	100	2.4K	100	+100.00%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	6	140	0	0
Sep 30, 2025	FMR LLC	0%	2	48	1	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-389	-100.00%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0%	0	-	-12.44K	-100.00%
Sep 30, 2025	ASSETMARK, INC	0%	0	-	-45	-100.00%
Sep 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0%	0	-	-8.13K	-100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	0	-	-1.31K	-100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.08%	369.92K	8.89M	79.38K	+27.32%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.4%	139.16K	3.34M	-2.04K	-1.44%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.08%	28.19K	677.3K	-5.07K	-15.23%
Sep 30, 2025	CHAPIN DAVIS, INC.	0.05%	18.4K	442.15K	0	0
Sep 30, 2025	ALTERI WEALTH LLC	0.05%	17.4K	418K	1.6K	+10.13%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	17.2K	419.51K	2.4K	+16.22%
Sep 30, 2025	ROYAL BANK OF CANADA	0.99%	339.52K	8.16M	5.87K	+1.76%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.25%	84.97K	2.04M	-995	-1.16%
Sep 30, 2025	SYKON CAPITAL LLC	0.1%	33.91K	814.76K	0	0
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.1%	32.69K	785.44K	3.16K	+10.69%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	15.71K	377.49K	15.71K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	15.34K	368.52K	-3.91K	-20.33%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.44%	839.64K	20.18M	84.02K	+11.12%
Sep 30, 2025	UBS GROUP AG	1.39%	477.63K	11.48M	29.41K	+6.56%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.22%	418.09K	10.05M	-96.42K	-18.74%
Sep 30, 2025	COMERICA BANK	0.01%	4.12K	99K	-19	-0.46%
Sep 30, 2025	OPPENHEIMER & CO INC	0.19%	66.55K	1.6M	4.65K	+7.52%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.19%	66.25K	1.59M	66.25K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.15%	52.24K	1.26M	-2.03K	-3.74%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.13%	44.26K	1.06M	4.54K	+11.43%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	43.77K	1.05M	-1K	-2.24%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.12%	41K	985.32K	13.49K	+49.04%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.1%	34.36K	827.39K	-1.24K	-3.48%
Sep 30, 2025	SERENUS WEALTH ADVISORS, LLC	0.06%	22.12K	531.52K	0	0
Sep 30, 2025	AMERIFLEX GROUP, INC.	0.06%	19.8K	475.79K	19.8K	+100.00%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	15.92K	382.65K	15.92K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.05%	15.92K	382.52K	233	+1.49%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	14.47K	347.69K	-497	-3.32%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	12.77K	306.93K	12.01K	+1,563.15%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.02%	5.98K	143.72K	7	+0.12%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.04%	12.67K	304.46K	12.67K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	134.62K	3.24M	27.09K	+25.19%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.35%	121.64K	2.92M	20.21K	+19.92%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.28%	97.66K	2.35M	97.66K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.26%	90.91K	2.18M	16.35K	+21.93%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	31.74K	763K	-2.24K	-6.59%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.07%	23.03K	553.32K	23.03K	+100.00%
Sep 30, 2025	DAVID J YVARS GROUP	0.03%	11.97K	287.69K	87	+0.73%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	10.98K	263.92K	1.24K	+12.72%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	9.62K	231.12K	1.54K	+19.05%
Sep 30, 2025	JANE STREET GROUP, LLC	0.03%	9.13K	219.44K	-1.93K	-17.47%
Sep 30, 2025	WESTBOURNE INVESTMENTS, INC.	0.03%	8.8K	216.92K	8.8K	+100.00%
Sep 30, 2025	DAVENPORT & CO LLC	0.09%	31.8K	764.15K	-2K	-5.92%
Sep 30, 2025	MORGAN STANLEY	3.39%	1.16M	27.98M	-22.22K	-1.87%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	3.62K	87.05K	3.62K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.5K	60.08K	1.5K	+150.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	8.67K	208.37K	8.67K	+100.00%
Sep 30, 2025	NBC SECURITIES, INC.	0.02%	6.59K	158.42K	-3.18K	-32.56%
Sep 30, 2025	STRATEGIC ADVOCATES LLC	0.08%	26.19K	629.36K	-19.24K	-42.34%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.02%	8.08K	200.53K	8.08K	+100.00%
Jun 30, 2025		0.05%	15.8K	392.03K	1.75K	+12.46%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.25%	85.97K	2.13M	13.47K	+18.58%
Jun 30, 2025	UBS GROUP AG	1.3%	448.22K	11.12M	2.4K	+0.54%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	11.07K	274.63K	11.07K	+100.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.1%	33.25K	825.27K	-3.73K	-10.08%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.12%	39.72K	985.83K	-559	-1.39%
Jun 30, 2025	OPPENHEIMER & CO INC	0.18%	61.9K	1.54M	401	+0.65%
Jun 30, 2025	LPL FINANCIAL LLC	0.22%	74.56K	1.85M	15.88K	+27.07%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.85%	290.54K	7.21M	24.01K	+9.01%
Jun 30, 2025	ALTERI WEALTH LLC	0.05%	15.8K	392.03K	1.75K	+12.46%
Jun 30, 2025	SERENUS WEALTH ADVISORS, LLC	0.06%	22.12K	548.99K	0	0
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	89.83%	30.88M	624.06K	30.88M	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	1.3K	32.27K	1.3K	+100.00%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	1.31K	32.46K	26	+2.03%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	1.57K	38.97K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	1.88K	46.64K	-5.77K	-75.45%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.02%	5.97K	148.28K	5.97K	+100.00%
Jun 30, 2025	CWM, LLC	0.01%	1.73K	43K	0	0
Jun 30, 2025	US BANCORP \DE\	0.01%	2.13K	52.74K	0	0
Jun 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.02%	8.13K	201.81K	8.13K	+100.00%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	9.74K	241.85K	-8.67K	-47.07%
Jun 30, 2025	NBC SECURITIES, INC.	0.03%	9.77K	242K	809	+9.02%
Jun 30, 2025	DAVID J YVARS GROUP	0.03%	11.89K	294.99K	-1.41K	-10.59%
Jun 30, 2025	LEIGH BALDWIN & CO., LLC	0.04%	12.44K	308.66K	12.44K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.04%	12.46K	309.3K	12.46K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	14.8K	367.39K	2.61K	+21.45%
Jun 30, 2025	COMERICA BANK	0.01%	4.14K	102.73K	1	+0.02%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.05%	15.69K	389.3K	302	+1.96%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	19.25K	477.79K	-2.46K	-11.34%
Jun 30, 2025	MOORS & CABOT, INC.	0.06%	19.5K	484.07K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	20.81K	516K	3.07K	+17.33%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	27.51K	682.82K	27.51K	+100.00%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.09%	29.53K	732.93K	5.8K	+24.42%
Jun 30, 2025	DAVENPORT & CO LLC	0.1%	33.8K	838.92K	-9.5K	-21.94%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	33.98K	843K	6.02K	+21.53%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.41%	141.2K	3.5M	7.5K	+5.61%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.83%	628.65K	15.6M	2.25K	+0.36%
Jun 30, 2025	SYKON CAPITAL LLC	0.1%	33.91K	841.55K	-7.39K	-17.90%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.1%	35.6K	883.59K	15.7K	+78.89%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	44.78K	1.11M	875	+1.99%
Jun 30, 2025	STRATEGIC ADVOCATES LLC	0.13%	45.43K	1.13M	3.43K	+8.15%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.5%	514.51K	12.77M	23.7K	+4.83%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	0	-	-14K	-100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-16.3K	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-97.62K	-100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-579	-100.00%
Jun 30, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0%	0	-	-400	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-150	-100.00%
Jun 30, 2025	FMR LLC	0%	1	25K	-4	-80.00%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	6	149	0	0
Jun 30, 2025	ASSETMARK, INC	0%	45	1.12K	45	+100.00%
Jun 30, 2025	ANCORA ADVISORS, LLC	0%	100	2.48K	0	0
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	102	2.5K	-21	-17.07%
Jun 30, 2025	TIDEMARK, LLC	0%	205	5.09K	30	+17.14%
Jun 30, 2025	ST GERMAIN D J CO INC	0%	275	6.83K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	389	9.66K	389	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	768	19.06K	-663	-46.33%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	1.09K	27.03K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1.19K	29.54K	0	0
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	14.97K	371.46K	308	+2.10%
Jun 30, 2025	CHAPIN DAVIS, INC.	0.05%	18.4K	456.69K	500	+2.79%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.16%	54.27K	1.35M	-2.1K	-3.72%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.3%	101.43K	2.52M	36.75K	+56.81%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	107.54K	2.67M	8.78K	+8.89%
Jun 30, 2025	ROYAL BANK OF CANADA	0.97%	333.65K	8.28M	19.35K	+6.16%
Jun 30, 2025	MORGAN STANLEY	3.45%	1.19M	29.45M	9.39K	+0.80%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.2%	755.63K	18.75M	38.46K	+5.36%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.02%	7.65K	157.88K	7.65K	+100.00%
Mar 31, 2025	MORGAN STANLEY	3.42%	1.18M	24.28M	-51.77K	-4.21%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.21%	72.5K	1.5M	-20.78K	-22.27%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	97.62K	2.01M	-221	-0.23%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	98.76K	2.04M	6.62K	+7.18%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.39%	133.7K	2.76M	6.1K	+4.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.78%	266.53K	5.5M	13.48K	+5.33%
Mar 31, 2025	ROYAL BANK OF CANADA	0.91%	314.3K	6.49M	-17.74K	-5.34%
Mar 31, 2025	UBS GROUP AG	1.3%	445.82K	9.2M	12.57K	+2.90%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.07%	23.73K	489.64K	1.28K	+5.70%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	27.96K	577K	-453	-1.59%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.11%	36.98K	762.84K	-8.12K	-18.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	1.28K	26.46K	25	+1.99%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	1.57K	32.39K	0	0
Mar 31, 2025	NBC SECURITIES, INC.	0.03%	8.97K	184	8.96K	+111,962.50%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	12.19K	251.43K	-100	-0.81%
Mar 31, 2025	DAVID J YVARS GROUP	0.04%	13.29K	274.24K	1.14K	+9.37%
Mar 31, 2025	AVEO CAPITAL PARTNERS, LLC	0.04%	13.3K	284.07K	13.3K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	14K	288.85K	-4.96K	-26.17%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	17.73K	366K	345	+1.98%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.12%	40.28K	830.94K	-64	-0.16%
Mar 31, 2025	SYKON CAPITAL LLC	0.12%	41.3K	852.02K	0	0
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	1.09K	22.47K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	1.19K	24.55K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.04%	15.38K	317.36K	283	+1.87%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.05%	16.3K	336.29K	7.11K	+77.32%
Mar 31, 2025	CWM, LLC	0.01%	1.73K	36K	-85	-4.69%
Mar 31, 2025	US BANCORP \DE\	0.01%	2.13K	43.84K	-31	-1.44%
Mar 31, 2025	COMERICA BANK	0.01%	4.14K	85.37K	-177	-4.10%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.05%	18.41K	388.06K	-788	-4.10%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.06%	19.9K	410.54K	-1.45K	-6.79%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	21.71K	447.92K	3.79K	+21.12%
Mar 31, 2025	STRATEGIC ADVOCATES LLC	0.12%	42K	866.46K	42K	+100.00%
Mar 31, 2025	DAVENPORT & CO LLC	0.13%	43.3K	893.28K	10.6K	+32.42%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.16%	56.36K	1.16M	-431	-0.76%
Mar 31, 2025	LPL FINANCIAL LLC	0.17%	58.68K	1.21M	1.11K	+1.92%
Mar 31, 2025	OPPENHEIMER & CO INC	0.18%	61.5K	1.27M	19.73K	+47.22%
Mar 31, 2025		0.04%	14.05K	289.75K	1.24K	+9.64%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	14.66K	308.98K	540	+3.82%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	15.16K	312.69K	15.16K	+100.00%
Mar 31, 2025	CHAPIN DAVIS, INC.	0.05%	17.9K	369.28K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0%	1.43K	29.53K	12	+0.85%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.19%	64.68K	1.33M	11.42K	+21.44%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.09%	717.17K	14.8M	104.82K	+17.12%
Mar 31, 2025	MOORS & CABOT, INC.	0.06%	19.5K	402.35K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	43.9K	905.7K	-8.88K	-16.83%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.43%	490.82K	10.13M	-57.68K	-10.52%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.82%	626.4K	12.92M	22.25K	+3.68%
Mar 31, 2021	WEDBUSH SECURITIES INC	0%	0	-	-68.64K	-100.00%
Mar 31, 2021	FIRST TRUST ADVISORS LP	0%	0	-	-72.92K	-100.00%
Mar 31, 2021	OPPENHEIMER & CO INC	0%	0	-	-13.54K	-100.00%
Mar 31, 2021	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	0	-	-1.1K	-100.00%
Mar 31, 2021	STIFEL FINANCIAL CORP	0%	0	-	-38.42K	-100.00%
Mar 31, 2021	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-32.95K	-100.00%
Mar 31, 2021	TRUIST FINANCIAL CORP	0%	0	-	-26.15K	-100.00%
Mar 31, 2021	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-21.33K	-100.00%
Mar 31, 2021	AMERIPRISE FINANCIAL INC	0%	0	-	-78.54K	-100.00%
Mar 31, 2021	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-1.5K	-100.00%
Mar 31, 2021	RAYMOND JAMES & ASSOCIATES	0%	0	-	-104.66K	-100.00%
Mar 31, 2021	PARALLEL ADVISORS, LLC	0%	0	-	-1.78K	-100.00%
Mar 31, 2021	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-17.27K	-100.00%
Mar 31, 2021	MATISSE CAPITAL	0%	0	-	-147.45K	-100.00%
Mar 31, 2021	B. RILEY WEALTH MANAGEMENT, INC.	0%	0	-	-17.3K	-100.00%
Mar 31, 2021	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-42.8K	-100.00%
Mar 31, 2021	THOMAS J. HERZFELD ADVISORS, INC.	0%	0	-	-111.31K	-100.00%
Mar 31, 2021	LPL FINANCIAL LLC	0%	0	-	-75.26K	-100.00%
Mar 31, 2021	STOCKMAN WEALTH MANAGEMENT, INC.	0%	0	-	-10.09K	-100.00%
Mar 31, 2021	KARPUS MANAGEMENT, INC.	0%	0	-	-1.53M	-100.00%
Mar 31, 2021	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0%	0	-	-86.86K	-100.00%
Mar 31, 2021	ROYAL BANK OF CANADA	0%	0	-	-152.71K	-100.00%
Mar 31, 2021	INVESCO LTD.	0%	0	-	-37.48K	-100.00%
Mar 31, 2021	MORGAN STANLEY	0%	0	-	-836.27K	-100.00%
Mar 31, 2021	CITIGROUP INC	0%	0	-	-2.5K	-100.00%
Mar 31, 2021	WELLS FARGO & COMPANY/MN	0%	0	-	-160.05K	-100.00%
Mar 31, 2021	BANK OF AMERICA CORP /DE/	0%	0	-	-401.13K	-100.00%
Mar 31, 2021	GOLDEN STATE EQUITY PARTNERS	0%	0	-	-26.93K	-100.00%
Mar 31, 2021	ARCHER INVESTMENT CORP	0%	230	6.11K	0	0
Mar 31, 2021	DAKOTA WEALTH MANAGEMENT	0%	0	-	-26.88K	-100.00%
Mar 31, 2021	NEXT FINANCIAL GROUP, INC	0%	0	-	-1.87K	-100.00%
Mar 31, 2021	CLARO ADVISORS LLC	0%	0	-	-32.6K	-100.00%
Mar 31, 2021	SUGARLOAF WEALTH MANAGEMENT, LLC	0%	0	-	-204	-100.00%
Mar 31, 2021	LIDO ADVISORS, LLC	0%	0	-	-18K	-100.00%
Mar 31, 2021	UBS GROUP AG	0%	0	-	-500.15K	-100.00%
Mar 31, 2021	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-11.26K	-100.00%

Insiders

Among the AIO insiders holding of N/A of the stake in company, MACLEOD JAMES S, director, holds the largest shares of 4.05K. AYLWARD GEORGE R, President and CEO, is the second largest AIO insider with ownership of 3.69K shares. MCDANIEL CONNIE D, director, stands third with possession of 2.93K shares of that stake.

Insiders	Designation	Shares Held
MACLEOD JAMES S	director	4.05K
AYLWARD GEORGE R	President and CEO	3.69K
MCDANIEL CONNIE D	director	2.93K
RAPPAPORT ALAN	director	1.5K
DECOTIS DEBORAH A		1.12K
COGAN SARAH E	director	1K
BURKE DONALD C	director	832
MCLOUGHLIN PHILIP R	director	500
DRUMMOND F FORD	director	360
ALLIANZ GLOBAL INVESTORS U.S. LLC		0
BRADLEY WILLIAM PATRICK III	EVP, CFO and Treasurer	0
JUE STEPHEN B	PM	0
CHEN JAMES C. K.	PM	0
KASS JUSTIN	PM	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 10, 2026	KASS JUSTIN	SALE	26.27	29.48K	774.42K	0
Aug 10, 2026	CHEN JAMES C. K.	SALE	26.20	250	6.55K	0
Aug 10, 2026	JUE STEPHEN B	SALE	26.25	4.68K	122.9K	0
Mar 20, 2026	BRADLEY WILLIAM PATRICK III	SALE	21.56	2K	43.12K	0
Jul 29, 2025	BRADLEY WILLIAM PATRICK III	PURCHASE	24.79	2K	49.58K	2K
Dec 11, 2023	MCDANIEL CONNIE D	PURCHASE	17.10	2.93K	50.02K	2.93K
Jun 28, 2023	BURKE DONALD C	PURCHASE	18.04	832	15K	832
Mar 03, 2022	DECOTIS DEBORAH A	PURCHASE	21.87	1.12K	24.43K	1.12K
Feb 25, 2022	MCLOUGHLIN PHILIP R	PURCHASE	21.60	500	10.8K	500
Jan 13, 2022	COGAN SARAH E	PURCHASE	25.37	1K	25.37K	1K
Dec 21, 2021	AYLWARD GEORGE R	PURCHASE	27.14	3.69K	100.01K	3.69K
Oct 01, 2021	MACLEOD JAMES S	PURCHASE	26.83	2.05K	55K	4.05K
Apr 29, 2021	DRUMMOND F FORD	PURCHASE	27.80	360	10.01K	360
Apr 27, 2021	RAPPAPORT ALAN	PURCHASE	27.76	1.5K	41.64K	1.5K
Jan 20, 2021	ALLIANZ GLOBAL INVESTORS U.S. LLC	SALE	28.05	5.57K	156.34K	0
Jun 11, 2020	CHEN JAMES C. K.	PURCHASE	18.95	350	6.63K	5.35K
Mar 18, 2020	JUE STEPHEN B	PURCHASE	12.38	2.5K	30.94K	7.5K
Mar 12, 2020	CHEN JAMES C. K.	PURCHASE	14.00	100	1.4K	250
Mar 12, 2020	KASS JUSTIN	PURCHASE	14.03	5K	70.13K	15K
Mar 09, 2020	JUE STEPHEN B	PURCHASE	17.14	2.5K	42.85K	5K
Mar 06, 2020	KASS JUSTIN	PURCHASE	18.31	3K	54.93K	8K
Feb 27, 2020	KASS JUSTIN	PURCHASE	21.05	3.5K	73.66K	3.5K
Dec 31, 2019	CHEN JAMES C. K.	PURCHASE	20.09	150	3.01K	150
Dec 26, 2019	MACLEOD JAMES S	PURCHASE	19.98	2K	39.96K	2K
Dec 20, 2019	CHEN JAMES C. K.	PURCHASE	19.94	1.3K	25.93K	1.3K
Dec 20, 2019	JUE STEPHEN B	PURCHASE	19.87	2.5K	49.68K	2.5K

Frequently Asked Questions