How many institutions own EOT 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 EOT shares is 52, representing 22.87% of the company's common stock.

Who are the major shareholders selling Eaton Vance National Municipal Opportunities Trust stock?

1607 CAPITAL PARTNERS, LLC, in the last quarter, reduced its stake in EOT by -18.88% restricting it's holding to 422.77 thousand shares of worth nearly $7.45M. LEGACY FINANCIAL STRATEGIES, LLC also lessened -9.37% of the EOT shares from its portfolio, reducing its holding to 27.68 thousand shares of worth $487.79K. BANK OF AMERICA CORP /DE/ also shunned EOT shares holding by -6.56% last quarter which brought its holding to 71.24 thousand shares worth $1.26M.

Investors who are buying EOT stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in EOT by 10.94% in the last quarter. The institutional holder raised its holding to 133.47 thousand shares having worth more than $2.35M. HENNION & WALSH ASSET MANAGEMENT, INC. also added 8.98% more shares of EOT to its portfolio, raising its holding to 249.18 thousand shares of worth $4.39M. UBS GROUP AG also increased its EOT shares holding by 0.69% which brought its holding to 190.62 thousand shares worth $3.36M.

EOT's major insiders: who are they?

The insider with the most stakes in EOT is N/A , N/A at the company. Additionally, EOT stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell EOT stock?

Company executives, directors, and other insiders own N/A percent of Eaton Vance National Municipal Opportunities Trust's stock. Within the last six months, there have been 0 transaction(s) in which EOT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EOT stock?

There have been 0 transaction(s) during the past 6-months in which Eaton Vance National Municipal Opportunities Trust insiders have bought stock, totalling 0 shares

How much of EOT does insiders own?

Around 0 Eaton Vance National Municipal Opportunities Trust shares are held by insiders, which represents about N/A of EOT stock.

Who is the insider with the largest stake?

EOT N/A, N/A holds the largest portfolio of the company's shares. EOT shares owned by N/A total nearly -.

Which institution holds the most shares in EOT?

LPL FINANCIAL LLC is the largest institutional owner in EOT which holds 133.47 thousand shares worth $2.35M or 0.85% of the total EOT shares outstanding followed by HENNION & WALSH ASSET MANAGEMENT, INC. with ownership of 249.18 thousand shares representing 1.59% of the EOT ownership. UBS GROUP AG is the third largest stakeholder with 190.62 thousand shares or 1.22% of the ownership worth more than $3.36M.

Is Eaton Vance National Municipal Opportunities Trust 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 EOT is concerned, it is a stock which is not optionable.

Is there a short position on EOT's shares?

Number of EOT 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 EOT shares are there?

As of today, null shares of EOT are outstanding.

Is there many float in EOT 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, EOT has null shares in float.

EOT 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 EOT is null.

Eaton Vance National Municipal Opportunities Trust (EOT) insider trading activity: Get Latest News Today

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

22.87% Percentage of Shares held by All Institutions

22.87% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 22.87% of EOT shares are held by financial institutions. LPL FINANCIAL LLC is the top corporate investor, holding 133.47K shares valued at $2.35M. A 0.85% stake in Eaton Vance National Municipal Opportunities Trust is owned by the company. HENNION & WALSH ASSET MANAGEMENT, INC. owns 249.18K shares valued at $4.39M, which translates its holding of 1.59% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LPL FINANCIAL LLC	0.85%	133.47K	2.35M	13.16K	+10.94%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.59%	249.18K	4.39M	20.52K	+8.98%
Jun 30, 2026	UBS GROUP AG	1.22%	190.62K	3.36M	1.31K	+0.69%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.84%	130.73K	2.3M	4.92K	+3.91%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.71%	422.88K	7.45M	12.06K	+2.94%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	2.71%	422.77K	7.45M	-98.39K	-18.88%
Jun 30, 2026	CLEAR STREET GROUP INC.	0.01%	813	14.33K	813	+100.00%
Jun 30, 2026	CENTER FOR FINANCIAL PLANNING, INC.	0.01%	2K	35.24K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.02%	2.65K	46.68K	2.65K	+100.00%
Jun 30, 2026	PRIVATE TRUST CO NA	0.02%	3K	52.86K	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	3.25K	57.18K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	4.83K	85.11K	0	0
Jun 30, 2026	MECHANICS FINANCIAL CORP	0.03%	5K	88.1K	0	0
Jun 30, 2026	ANCORA ADVISORS, LLC	0.05%	7.67K	135.15K	0	0
Jun 30, 2026	KEUDELL/MORRISON WEALTH MANAGEMENT	0.08%	12.46K	219.53K	12.46K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.11%	17.94K	316.03K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	19.03K	335.23K	7.52K	+65.38%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	26.55K	467.79K	0	0
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.17%	26.94K	461.24K	0	0
Jun 30, 2026	LEGACY FINANCIAL STRATEGIES, LLC	0.18%	27.68K	487.79K	-2.86K	-9.37%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.26%	41.22K	726.31K	15.44K	+59.90%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.46%	71.24K	1.26M	-5K	-6.56%
Jun 30, 2026	MELFA WEALTH MANAGEMENT, LLC	0.47%	74.2K	1.31M	-5.21K	-6.56%
Jun 30, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.69%	108.46K	1.99M	35.6K	+48.86%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	2.53%	394.76K	6.98M	9.16K	+2.38%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.77%	277.27K	4.89M	-73.18K	-20.88%
Jun 30, 2026	MORGAN STANLEY	0.83%	129.44K	2.28M	7.15K	+5.85%
Jun 30, 2026	ROYAL BANK OF CANADA	0.63%	98.91K	1.74M	-7.02K	-6.62%
Jun 30, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.61%	95.85K	1.69M	26.5K	+38.22%
Jun 30, 2026	INVESCO LTD.	0.53%	82.65K	1.46M	-735	-0.88%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.36%	56.19K	990.02K	0	0
Jun 30, 2026	FIERA CAPITAL CORP	0.36%	56.14K	989.24K	-2.76K	-4.69%
Jun 30, 2026	FORMIDABLE ASSET MANAGEMENT, LLC	0.26%	41.18K	705.05K	-1.5K	-3.51%
Jun 30, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.19%	29.51K	520.02K	-4.97K	-14.41%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.19%	29K	510.97K	-9.56K	-24.78%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.18%	28.53K	502.72K	-2.17K	-7.07%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.18%	27.87K	491.03K	5.5K	+24.61%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	26.76K	471.48K	230	+0.87%
Jun 30, 2026	SUMMIT TRAIL ADVISORS, LLC	0.16%	24.26K	427.47K	-1.32K	-5.17%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.14%	22.54K	397.12K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.13%	20.63K	363.5K	3K	+17.02%
Jun 30, 2026	HRT FINANCIAL LP	0.09%	13.53K	238K	13.53K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.08%	12.33K	217.28K	12.23K	+12,231.00%
Jun 30, 2026	CLOSED-END FUND ADVISORS, INC.	0.08%	11.84K	208.57K	0	0
Jun 30, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.07%	11.5K	202.7K	11.5K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.07%	11.38K	200.55K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	11.09K	195K	9	+0.08%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.06%	10K	176.2K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.01%	1.6K	28.19K	1.6K	+100.00%
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.01%	1.3K	22.91K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	11.5K	196.95K	1.46K	+14.52%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	26.55K	454.52K	0	0
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.36%	56.19K	961.92K	68	+0.12%
Mar 31, 2026	INVESCO LTD.	0.53%	83.38K	1.43M	22.31K	+36.54%
Mar 31, 2026	FORMIDABLE ASSET MANAGEMENT, LLC	0.27%	42.68K	721.77K	11.08K	+35.07%
Mar 31, 2026		0.08%	11.84K	202.65K	0	0
Mar 31, 2026	ORG WEALTH PARTNERS, LLC	0%	612	10.48K	0	0
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.01%	1.3K	22.26K	0	0
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.06%	10K	171.2K	-4.6K	-31.51%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-15.42K	-100.00%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-10.93K	-100.00%
Mar 31, 2026	CLOSED-END FUND ADVISORS, INC.	0.08%	11.84K	202.65K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.11%	17.63K	301.83K	-2K	-10.19%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.11%	17.94K	307.06K	2K	+12.52%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.17%	25.78K	441.33K	-2.02K	-7.26%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	26.53K	454.16K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.25%	38.56K	660.05K	-1.35K	-3.37%
Mar 31, 2026	ROYAL BANK OF CANADA	0.68%	105.93K	1.81M	16.13K	+17.96%
Mar 31, 2026	LPL FINANCIAL LLC	0.77%	120.31K	2.06M	29.57K	+32.58%
Mar 31, 2026	MORGAN STANLEY	0.78%	122.29K	2.09M	2.89K	+2.42%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.81%	125.81K	2.15M	8.75K	+7.47%
Mar 31, 2026	UBS GROUP AG	1.21%	189.31K	3.24M	4.19K	+2.26%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.46%	228.66K	3.91M	-75	-0.03%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.24%	350.45K	6M	-15.34K	-4.19%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.47%	385.6K	6.52M	51.85K	+15.54%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	3.34%	521.16K	8.92M	-5.7K	-1.08%
Mar 31, 2026	BRYN MAWR TRUST CO	0%	0	-	-603	-100.00%
Mar 31, 2026	ELYXIUM WEALTH, LLC	0%	0	-	-1.65K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-2.43K	-100.00%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.17%	26.94K	461.24K	168	+0.63%
Mar 31, 2026	LEGACY FINANCIAL STRATEGIES, LLC	0.2%	30.55K	522.97K	0	0
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.2%	30.7K	525.62K	4.28K	+16.20%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.22%	34.48K	590.35K	-1.88K	-5.18%
Mar 31, 2026	FIERA CAPITAL CORP	0.38%	58.9K	1.01M	-50.91K	-46.36%
Mar 31, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.44%	69.34K	1.19M	9.33K	+15.55%
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.47%	72.86K	1.32M	-5.59K	-7.13%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.51%	79.4K	1.36M	-2.52K	-3.07%
Mar 31, 2026	CATALINA CAPITAL GROUP, LLC	0.07%	10.32K	176.75K	-24	-0.23%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0%	0	-	-7.3K	-100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.63%	410.82K	7.03M	27.24K	+7.10%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	100	1.72K	-1.91K	-95.01%
Mar 31, 2026	TRUST CO OF TOLEDO NA /OH/	0%	230	3.94K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	4.83K	82.26K	3.83K	+383.00%
Mar 31, 2026	MECHANICS FINANCIAL CORP	0.03%	5K	85.6K	0	0
Mar 31, 2026	ANCORA ADVISORS, LLC	0.05%	7.67K	131.31K	0	0
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.14%	22.37K	382.89K	207	+0.93%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.14%	22.54K	385.85K	0	0
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.16%	25.58K	437.96K	25.58K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	3.25K	55.56K	-1.67K	-33.92%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.49%	76.24K	1.31M	-712	-0.93%
Mar 31, 2026	CENTER FOR FINANCIAL PLANNING, INC.	0.01%	2K	34.24K	0	0
Mar 31, 2026	PRIVATE TRUST CO NA	0.02%	3K	51.36K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	11.08K	190K	70	+0.64%
Mar 31, 2026	CREATIVE PLANNING	0.07%	11.38K	194.86K	0	0
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.75%	117.06K	1.98M	14.38K	+14.00%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.14%	22.54K	381.12K	0	0
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-11.74K	-100.00%
Dec 31, 2025	HRT FINANCIAL LP	0%	0	-	-17.82K	-100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0%	0	-	-10.53K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.26%	39.9K	674.7K	-2.91K	-6.79%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.23%	36.37K	614.93K	4.64K	+14.64%
Dec 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.2%	31.6K	525.82K	9.5K	+42.99%
Dec 31, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.2%	30.55K	516.55K	0	0
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.17%	26.77K	452.73K	12.86K	+92.43%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	26.55K	448.94K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	26.53K	448.59K	0	0
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.17%	26.42K	446.78K	1K	+3.95%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	22.16K	374.69K	-261	-1.16%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	19.63K	331.94K	1K	+5.37%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	15.94K	269.55K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	15.42K	260.8K	15.42K	+100.00%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.09%	14.6K	246.89K	4.6K	+46.00%
Dec 31, 2025		0.08%	11.84K	200.16K	11.84K	+100.00%
Dec 31, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	10.35K	174.99K	61	+0.59%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	10.05K	169.87K	1.95K	+24.04%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.05%	7.67K	129.7K	-6.83K	-47.10%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	11.01K	186K	-148	-1.33%
Dec 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.38%	60.01K	1.01M	60.01K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.49%	76.95K	1.3M	-9.81K	-11.31%
Dec 31, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.01%	2K	33.82K	-4K	-66.67%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	2.01K	33.91K	2	+0.10%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	2.43K	41.13K	2.43K	+100.00%
Dec 31, 2025	PRIVATE TRUST CO NA	0.02%	3K	50.73K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	4.91K	83.06K	36	+0.74%
Dec 31, 2025	MECHANICS FINANCIAL CORP	0.03%	5K	84.55K	0	0
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.07%	10.93K	184.74K	10.93K	+100.00%
Dec 31, 2025	CREATIVE PLANNING	0.07%	11.38K	192.47K	-500	-4.21%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.18%	27.8K	470.05K	-5.76K	-17.17%
Dec 31, 2025	INVESCO LTD.	0.39%	61.07K	1.03M	34.61K	+130.76%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.34%	365.79K	6.19M	9.4K	+2.64%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	3.37%	526.86K	8.91M	-29.58K	-5.32%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.5%	78.45K	1.42M	78.45K	+100.00%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.52%	81.92K	1.39M	-4.13K	-4.80%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.36%	56.12K	948.97K	35.87K	+177.16%
Dec 31, 2025	ROYAL BANK OF CANADA	0.57%	89.8K	1.52M	725	+0.81%
Dec 31, 2025	LPL FINANCIAL LLC	0.58%	90.74K	1.53M	-5.21K	-5.43%
Dec 31, 2025	FIERA CAPITAL CORP	0.7%	109.81K	1.86M	109.81K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.76%	119.4K	2.02M	3.84K	+3.32%
Dec 31, 2025	UBS GROUP AG	1.18%	185.12K	3.13M	-8.12K	-4.20%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.05%	7.3K	123.44K	0	0
Dec 31, 2025	ELYXIUM WEALTH, LLC	0.01%	1.65K	27.81K	1.65K	+100.00%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	1.3K	21.98K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1K	16.91K	0	0
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.46%	228.73K	3.87M	-112.36K	-32.94%
Dec 31, 2025	ORG WEALTH PARTNERS, LLC	0%	612	10.35K	0	0
Dec 31, 2025	BRYN MAWR TRUST CO	0%	603	10.2K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	2.14%	333.75K	5.64M	45.88K	+15.94%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.45%	383.58K	6.49M	-10K	-2.54%
Dec 31, 2025	TRUST CO OF TOLEDO NA /OH/	0%	230	3.89K	0	0
Sep 30, 2025	MORGAN STANLEY	0.74%	115.56K	1.92M	-2.48K	-2.10%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.28%	356.39K	5.93M	66.79K	+23.06%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.18%	341.09K	5.68M	4.64K	+1.38%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.84%	287.86K	4.78M	60K	+26.33%
Sep 30, 2025	UBS GROUP AG	1.24%	193.24K	3.22M	-48.03K	-19.91%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	18.63K	310K	-4K	-17.68%
Sep 30, 2025	HRT FINANCIAL LP	0.11%	17.82K	296K	17.82K	+100.00%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.66%	102.69K	1.71M	6.55K	+6.82%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	15.94K	265.24K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	2K	33.28K	1	+0.05%
Sep 30, 2025	BRYN MAWR TRUST CO	0%	603	10.03K	0	0
Sep 30, 2025	TRUST CO OF TOLEDO NA /OH/	0%	230	3.83K	0	0
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	20.25K	336.93K	0	0
Sep 30, 2025	INVESCO LTD.	0.17%	26.46K	440.36K	26.46K	+100.00%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.16%	25.42K	422.96K	3.95K	+18.41%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.14%	22.54K	375.03K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	22.42K	373.05K	8.09K	+56.48%
Sep 30, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	10.29K	171.18K	0	0
Sep 30, 2025	ORG WEALTH PARTNERS, LLC	0%	612	10.18K	0	0
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-19.82K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.12K	-100.00%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	3.56%	556.45K	9.26M	-29.34K	-5.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.52%	393.58K	6.55M	49.93K	+14.53%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.56%	86.77K	1.44M	62	+0.07%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.55%	86.05K	1.43M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.27%	42.81K	712.26K	-17.23K	-28.70%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.21%	33.56K	558.44K	10.39K	+44.81%
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.2%	31.72K	527.85K	16.06K	+102.52%
Sep 30, 2025	MECHANICS FINANCIAL CORP	0.03%	5K	83.2K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	4.88K	81.12K	4.88K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.61%	95.95K	1.6M	37.22K	+63.38%
Sep 30, 2025	ROYAL BANK OF CANADA	0.57%	89.08K	1.48M	8.53K	+10.58%
Sep 30, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.2%	30.55K	508.3K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	26.55K	441.78K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	26.53K	441K	329	+1.26%
Sep 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.14%	22.1K	358.9K	1K	+4.74%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-3	-100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	0	-	-2.5K	-100.00%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0%	0	-	-89.75K	-100.00%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.09%	14.5K	241.28K	0	0
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	13.91K	231.51K	13.91K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.08%	11.88K	197.72K	0	0
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.08%	11.74K	195.3K	7.22K	+159.78%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.05%	7.3K	121.47K	7.3K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	11.16K	186K	71	+0.64%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.06%	10K	167.4K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	8.1K	134.76K	2.41K	+42.42%
Sep 30, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.04%	6K	99.84K	6K	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	3K	49.92K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.07%	10.53K	175.33K	10.53K	+100.00%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	1.3K	21.63K	-5.5K	-80.88%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1K	16.64K	0	0
Sep 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0%	0	-	-13.5K	-100.00%
Sep 30, 2025	AHL INVESTMENT MANAGEMENT, INC.	0%	0	-	-20K	-100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	22.63K	367.51K	6K	+36.08%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0%	0	-	-10.04K	-100.00%
Jun 30, 2025	BRYN MAWR TRUST CO	0%	603	9.79K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	26.55K	431.16K	8.77K	+49.29%
Jun 30, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.2%	30.55K	496.08K	-1.74K	-5.39%
Jun 30, 2025	ROYAL BANK OF CANADA	0.52%	80.55K	1.31M	-312	-0.39%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.55%	86.05K	1.4M	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	3	49	3	+100.00%
Jun 30, 2025	ORG WEALTH PARTNERS, LLC	0%	612	10.01K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	2K	32.53K	-1.91K	-48.76%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.04%	6.8K	110.43K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	10.12K	164.38K	10.12K	+100.00%
Jun 30, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	10.29K	167.06K	10.29K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	11.09K	180K	11.09K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	14.33K	232.67K	-78	-0.54%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	15.94K	258.87K	0	0
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.13%	19.82K	321.91K	19.82K	+100.00%
Jun 30, 2025	AHL INVESTMENT MANAGEMENT, INC.	0.13%	20K	324.8K	-88.18K	-81.51%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	20.25K	328.83K	0	0
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.14%	21.1K	351.32K	0	0
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.14%	21.47K	348.63K	21.47K	+100.00%
Jun 30, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.14%	21.85K	354.86K	11.2K	+105.17%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.14%	22.54K	366.02K	9.77K	+76.46%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-13.37K	-100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.15%	23.18K	376.37K	-4.65K	-16.72%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.55%	86.7K	1.41M	-3.47K	-3.85%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.57%	89.75K	1.46M	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	26.2K	425K	-3.22K	-10.94%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.46%	227.86K	3.7M	27.94K	+13.98%
Jun 30, 2025	UBS GROUP AG	1.54%	241.27K	3.92M	-93.29K	-27.88%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.85%	289.61K	4.7M	7.32K	+2.59%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.15%	336.45K	5.46M	35.15K	+11.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.2%	343.65K	5.58M	117.28K	+51.81%
Jun 30, 2025	CREATIVE PLANNING	0.08%	11.88K	192.96K	0	0
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	3.75%	585.78K	9.51M	-10.14K	-1.70%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.09%	14.5K	235.48K	0	0
Jun 30, 2025	MECHANICS FINANCIAL CORP	0.03%	5K	81.2K	0	0
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-12.15K	-100.00%
Jun 30, 2025	TRUST CO OF TOLEDO NA /OH/	0%	230	3.74K	230	+100.00%
Jun 30, 2025		0%	612	10.01K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1K	16.24K	0	0
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.02%	2.5K	40.6K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	3K	48.72K	0	0
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.03%	4.52K	73.37K	-21.67K	-82.75%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	5.69K	92.34K	2.85K	+100.14%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.1%	15.66K	254.38K	-842	-5.10%
Jun 30, 2025	LPL FINANCIAL LLC	0.38%	58.73K	953.72K	1.71K	+3.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.38%	60.04K	974.98K	2.86K	+5.01%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.62%	96.14K	1.56M	1.04K	+1.09%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	0	-	-25.86K	-100.00%
Jun 30, 2025	MORGAN STANLEY	0.76%	118.04K	1.92B	-41.86K	-26.18%
Jun 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.09%	13.5K	219.24K	0	0
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.06%	10K	161.2K	0	0
Mar 31, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.21%	32.29K	537.6K	-1.7K	-5.01%
Mar 31, 2025	LPL FINANCIAL LLC	0.36%	57.02K	949.3K	10.56K	+22.73%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	2.84K	47.3K	154	+5.73%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.55%	86.05K	1.43M	0	0
Mar 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.11%	16.51K	274.83K	2.62K	+18.83%
Mar 31, 2025	RETIREMENT PLANNING GROUP	0.57%	89.75K	1.49M	0	0
Mar 31, 2025	BRYN MAWR TRUST CO	0%	603	10.04K	0	0
Mar 31, 2025		0%	612	10.29K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	3.91K	65.06K	1.91K	+95.35%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.58%	90.17K	1.5M	1.14K	+1.28%
Mar 31, 2025	MECHANICS FINANCIAL CORP	0.03%	5K	83.25K	0	0
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.17%	25.86K	435.81K	25.86K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.18%	27.83K	463.32K	-4.9K	-14.97%
Mar 31, 2025	MORGAN STANLEY	1.02%	159.91K	2.66M	29.61K	+22.73%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.28%	199.92K	3.34M	70.13K	+54.03%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.45%	226.37K	3.77M	7.42K	+3.39%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.81%	282.29K	4.7M	30.75K	+12.22%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.93%	301.3K	5.02M	114.22K	+61.05%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	15.94K	265.4K	0	0
Mar 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.07%	10.65K	177.32K	-1.25K	-10.50%
Mar 31, 2025	CREATIVE PLANNING	0.08%	11.88K	197.84K	0	0
Mar 31, 2025	BENJAMIN EDWARDS INC	0.08%	12.77K	212.65K	-2.53K	-16.56%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	13.37K	222.61K	13.37K	+100.00%
Mar 31, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.09%	13.5K	224.78K	0	0
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	14.41K	239.84K	14.41K	+100.00%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.09%	14.5K	241.43K	0	0
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.61%	95.1K	1.58M	213	+0.22%
Mar 31, 2025	AHL INVESTMENT MANAGEMENT, INC.	0.69%	108.18K	1.8M	9.96K	+10.14%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-11.93K	-100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1K	16.81K	1K	+100.00%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.02%	2.5K	41.63K	0	0
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.04%	6.8K	113.22K	0	0
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	10.04K	167.23K	-1.65K	-14.11%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	12.15K	202.23K	12.15K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	17.78K	296.1K	456	+2.63%
Mar 31, 2025	NOMURA HOLDINGS INC	0%	0	-	-23.45K	-100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	16.63K	276.89K	16.63K	+100.00%
Mar 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.14%	21.1K	351.32K	21.1K	+100.00%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.17%	26.19K	435.98K	15.58K	+146.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.37%	57.17K	951.92K	-281	-0.49%
Mar 31, 2025	ROYAL BANK OF CANADA	0.52%	80.87K	1.35M	9.42K	+13.19%
Mar 31, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0%	0	-	-12.6K	-100.00%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	20.25K	337.13K	0	0
Mar 31, 2025	UBS GROUP AG	2.14%	334.56K	5.57M	-18.48K	-5.23%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	3.81%	595.92K	9.92M	15.4K	+2.65%
Mar 31, 2025	PRIVATE TRUST CO NA	0.02%	3K	49.95K	-2K	-40.00%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.06%	10K	163.6K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	29.42K	490K	5.35K	+22.25%
Mar 31, 2024	MORGAN STANLEY	1.05%	163.8K	2.72M	-2.55K	-1.53%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-40.07K	-100.00%
Mar 31, 2024	ELEQUIN SECURITIES, LLC	0%	0	-	-6.27K	-100.00%
Mar 31, 2024	INVESCO LTD.	0%	0	-	-13.62K	-100.00%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	0	-	-450	-100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	123	2.04K	123	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	181	3K	-13	-6.70%
Mar 31, 2024	KEUDELL/MORRISON WEALTH MANAGEMENT	0.14%	21.81K	361.83K	1.4K	+6.88%
Mar 31, 2024	LEGACY FINANCIAL STRATEGIES, LLC	0.15%	23.26K	385.9K	202	+0.88%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.35%	54.9K	910.81K	-148.77K	-73.04%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.5%	78.13K	1.3M	10.99K	+16.37%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.54%	84.09K	1.4M	12.73K	+17.84%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	480	7.96K	0	0
Mar 31, 2024	ORG PARTNERS LLC	0%	612	10.12M	612	+100.00%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.01%	780	12.9M	0	0
Mar 31, 2024	PINERIDGE ADVISORS LLC	0.01%	1.83K	30.33K	0	0
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.02%	2.5K	41.48K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	2.56K	42.5K	14	+0.55%
Mar 31, 2024	TCTC HOLDINGS, LLC	0.03%	3.9K	64.77K	0	0
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.03%	4.43K	73.53K	4.43K	+100.00%
Mar 31, 2024	PRIVATE TRUST CO NA	0.03%	5K	82.95K	0	0
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.05%	7.45K	124K	0	0
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.06%	10K	165.9K	0	0
Mar 31, 2024	NOMURA HOLDINGS INC	0.07%	10.8K	179.24K	10.8K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.08%	11.88K	197.12K	0	0
Mar 31, 2024	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.08%	12.6K	209.03K	12.6K	+100.00%
Mar 31, 2024	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.09%	13.5K	223.97K	0	0
Mar 31, 2024	ANCORA ADVISORS, LLC	0.09%	14.5K	240.56K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.1%	15.94K	264K	-1.2K	-6.97%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	19.85K	329K	19.85K	+100.00%
Mar 31, 2024	PALUMBO WEALTH MANAGEMENT LLC	0.17%	26.52K	439.97K	0	0
Mar 31, 2024	MOORS & CABOT, INC.	0.21%	32.5K	539.18K	6.5K	+25.00%
Mar 31, 2024	UBS GROUP AG	0.26%	39.91K	662.02K	-2.77K	-6.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.26%	40.42K	670.53K	11.52K	+39.84%
Mar 31, 2024	ROYAL BANK OF CANADA	0.27%	42.72K	709K	301	+0.71%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.29%	44.94K	745.62K	41.9K	+1,377.45%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.31%	47.82K	793.4K	3.46K	+7.80%
Mar 31, 2024	LPL FINANCIAL LLC	0.32%	50.03K	829.94K	-1.32K	-2.56%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.56%	87.17K	1.45M	57	+0.07%
Mar 31, 2024	RETIREMENT PLANNING GROUP	0.57%	89.75K	1.49M	0	0
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.63%	98.79K	1.64M	-13.23K	-11.81%
Mar 31, 2024	KEY FINANCIAL INC	0%	275	4.56K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.73%	114.23K	1.9M	329	+0.29%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.98%	153.85K	2.55M	-13.1K	-7.85%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	1.5%	234.17K	3.88M	48.28K	+25.97%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2%	311.73K	5.17M	-48.14K	-13.38%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	3.17%	496.01K	8.23M	-59.52K	-10.71%
Dec 31, 2023	INVESCO LTD.	0.09%	13.62K	230.5K	-13.37K	-49.54%
Dec 31, 2023	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.09%	13.5K	228.42K	13.5K	+100.00%
Dec 31, 2023	CREATIVE PLANNING	0.08%	11.88K	201.04K	0	0
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.06%	10K	169.2K	0	0
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.05%	7.45K	126K	0	0
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.04%	6.27K	106.06K	6.27K	+100.00%
Dec 31, 2023	PRIVATE TRUST CO NA	0.03%	5K	84.6K	0	0
Dec 31, 2023	TCTC HOLDINGS, LLC	0.02%	3.9K	66.06K	0	0
Dec 31, 2023	UBS GROUP AG	0.27%	42.67K	721.99K	1.49K	+3.62%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.28%	44.36K	750.64K	44.36K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.11%	17.14K	289K	-2.54K	-12.93%
Dec 31, 2023	KEUDELL/MORRISON WEALTH MANAGEMENT	0.13%	20.41K	345.27K	-13.64K	-40.06%
Dec 31, 2023	LEGACY FINANCIAL STRATEGIES, LLC	0.15%	23.06K	390.16K	10.69K	+86.46%
Dec 31, 2023	MOORS & CABOT, INC.	0.16%	26K	439.92K	-14K	-35.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.02%	3.04K	51.47K	3.04K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	2.55K	43.11K	80	+3.24%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.02%	2.5K	42.3K	0	0
Dec 31, 2023		0%	780	13.2K	-1.55K	-66.47%
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0%	503	8.52K	503	+100.00%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	480	8.12M	0	0
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	450	7.61K	450	+100.00%
Dec 31, 2023	KEY FINANCIAL INC	0%	275	4.65K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	194	3.28K	-13	-6.28%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-411	-100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-12.87K	-100.00%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0%	0	-	-11.28K	-100.00%
Dec 31, 2023	FLAHARTY ASSET MANAGEMENT, LLC	0%	0	-	-6.8K	-100.00%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	3.52%	555.53K	9.4M	84.43K	+17.92%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.28%	359.87K	6.09M	-14.3K	-3.82%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.29%	203.67K	3.44M	-57.77K	-22.10%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	1.18%	185.89K	3.15M	47.62K	+34.44%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	1.06%	166.95K	2.82M	-61.47K	-26.91%
Dec 31, 2023	MORGAN STANLEY	1.05%	166.34K	2.81M	-3.89K	-2.29%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.72%	113.9K	1.93M	-29.68K	-20.67%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.71%	112.02K	1.9M	17.65K	+18.70%
Dec 31, 2023	RETIREMENT PLANNING GROUP	0.57%	89.75K	1.52M	89.75K	+100.00%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.55%	87.11K	1.47M	70	+0.08%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.45%	71.36K	1.21M	-6K	-7.75%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.43%	67.14K	1.14M	1.99K	+3.06%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.17%	26.46K	447.62K	5.42K	+25.75%
Dec 31, 2023	PALUMBO WEALTH MANAGEMENT LLC	0.17%	26.52K	448.72K	26.52K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.18%	28.9K	489.02K	1.58K	+5.80%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.25%	40.07K	2.37M	40.07K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.33%	51.34K	868.72K	178	+0.35%
Dec 31, 2023	ROYAL BANK OF CANADA	0.27%	42.42K	718K	-3K	-6.61%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.09%	14.5K	245.34K	0	0

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