How many institutions own ETY 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 ETY shares is 218, representing 23.89% of the company's common stock.

Who are the major shareholders selling Eaton Vance Tax-Managed Diversified Equity Income Fund stock?

IGNITE PLANNERS, LLC, in the last quarter, reduced its stake in ETY by -2.22% restricting it's holding to 43.21 thousand shares of worth nearly $628.31K. MOREY & QUINN WEALTH PARTNERS, LLC also lessened -9.71% of the ETY shares from its portfolio, reducing its holding to 45.93 thousand shares of worth $667.76K. CI PRIVATE WEALTH, LLC also shunned ETY shares holding by -0.09% last quarter which brought its holding to 50.65 thousand shares worth $736.51K.

Investors who are buying ETY stock?

As per its latest 13F filing, WEALTH EFFECTS LLC increased its stake in ETY by 2.01% in the last quarter. The institutional holder raised its holding to 45.71 thousand shares having worth more than $664.61K. INTEGRATED WEALTH CONCEPTS LLC also added 100% more shares of ETY to its portfolio, raising its holding to 45.82 thousand shares of worth $666.19K. CREATIVE PLANNING also increased its ETY shares holding by 3.24% which brought its holding to 46.44 thousand shares worth $675.29K.

ETY's major insiders: who are they?

The insider with the most stakes in ETY is RICHARDSON DUNCAN W , Vice President at the company. Additionally, ETY stock is highly held by Portfolio Manager Nelson George R. and Vice President Allison Michael A among others.

Did an insider recently sell ETY stock?

Company executives, directors, and other insiders own 0% percent of Eaton Vance Tax-Managed Diversified Equity Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which ETY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ETY stock?

There have been 0 transaction(s) during the past 6-months in which Eaton Vance Tax-Managed Diversified Equity Income Fund insiders have bought stock, totalling 0 shares

How much of ETY does insiders own?

Around 0 Eaton Vance Tax-Managed Diversified Equity Income Fund shares are held by insiders, which represents about 0% of ETY stock.

Who is the insider with the largest stake?

ETY Vice President, RICHARDSON DUNCAN W holds the largest portfolio of the company's shares. ETY shares owned by RICHARDSON total nearly 16 thousand.

Which institution holds the most shares in ETY?

IGNITE PLANNERS, LLC is the largest institutional owner in ETY which holds 43.21 thousand shares worth $628.31K or 0.03% of the total ETY shares outstanding followed by WEALTH EFFECTS LLC with ownership of 45.71 thousand shares representing 0.03% of the ETY ownership. INTEGRATED WEALTH CONCEPTS LLC is the third largest stakeholder with 45.82 thousand shares or 0.03% of the ownership worth more than $666.19K.

Is Eaton Vance Tax-Managed Diversified Equity Income 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 ETY is concerned, it is a stock which is not optionable.

Is there a short position on ETY's shares?

Number of ETY 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 ETY shares are there?

As of today, null shares of ETY are outstanding.

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

ETY 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 ETY is null.

Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) 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

0% Percentage of Shares held by All Insiders

23.89% Percentage of Shares held by All Institutions

23.89% Percentage of Float held by Institutions

218

Number of Institutions Holding Shares

Institutional Ownership

About 23.89% of ETY shares are held by financial institutions. IGNITE PLANNERS, LLC is the top corporate investor, holding 43.21K shares valued at $628.31K. A 0.03% stake in Eaton Vance Tax-Managed Diversified Equity Income Fund is owned by the company. WEALTH EFFECTS LLC owns 45.71K shares valued at $664.61K, which translates its holding of 0.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	IGNITE PLANNERS, LLC	0.03%	43.21K	628.31K	-983	-2.22%
Jun 30, 2026	WEALTH EFFECTS LLC	0.03%	45.71K	664.61K	902	+2.01%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.03%	45.82K	666.19K	45.82K	+100.00%
Jun 30, 2026	MOREY & QUINN WEALTH PARTNERS, LLC	0.03%	45.93K	667.76K	-4.94K	-9.71%
Jun 30, 2026	CREATIVE PLANNING	0.03%	46.44K	675.29K	1.46K	+3.24%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.03%	46.76K	679.92K	504	+1.09%
Jun 30, 2026	NWF ADVISORY SERVICES INC.	0.03%	48.15K	700.1K	5.28K	+12.31%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.03%	50.65K	736.51K	-44	-0.09%
Jun 30, 2026	VIRTU FINANCIAL LLC	0.03%	53.22K	774K	40.84K	+329.95%
Jun 30, 2026	MARINER, LLC	0.03%	54.24K	788.62K	8.66K	+19.01%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.04%	56.47K	821.07K	-9.97K	-15.00%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.04%	56.61K	823.1K	12.54K	+28.46%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	56.87K	826.88K	98	+0.17%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.08%	126.3K	1.84M	-549	-0.43%
Jun 30, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.09%	143.48K	2.09M	-1.47K	-1.02%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.09%	144.57K	2.1M	-608	-0.42%
Jun 30, 2026	C2C WEALTH MANAGEMENT, LLC	0.14%	230.09K	3.35M	0	0
Jun 30, 2026	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.21%	336.05K	4.89M	-26.13K	-7.21%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	341.46K	4.97M	-33.18K	-8.86%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	0.59%	944.12K	13.73M	90.69K	+10.63%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	692.13K	10.06M	91.42K	+15.22%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.96%	1.52M	22.12M	1.11M	+266.27%
Jun 30, 2026	INVESCO LTD.	1%	1.6M	23.21M	3.7K	+0.23%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.48%	756.52K	11M	-61.46K	-7.51%
Jun 30, 2026	POINTE CAPITAL MANAGEMENT LLC	0.07%	109.58K	1.59M	-3.77K	-3.33%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.07%	117.12K	1.7M	3.3K	+2.90%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	176.71K	2.57M	-5.9K	-3.23%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.13%	202.54K	2.95M	-179.71K	-47.01%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.19%	298.72K	4.34M	-1.29K	-0.43%
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.19%	301.81K	4.39M	104.36K	+52.85%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.2%	312.07K	4.54M	5.47K	+1.78%
Jun 30, 2026	COHEN & STEERS, INC.	0.22%	355.62K	5.17M	45K	+14.49%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.4%	2.22M	32.32M	58.1K	+2.68%
Jun 30, 2026	MATRIX PRIVATE CAPITAL GROUP LLC	0.53%	838.61K	12.19M	32.89K	+4.08%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.4%	634.05K	9.22M	96.28K	+17.90%
Jun 30, 2026	DAVID J YVARS GROUP	0.04%	62.1K	899.17K	13.81K	+28.60%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.04%	62.3K	905.81K	22.31K	+55.80%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.04%	59.22K	861.1K	-5.56K	-8.59%
Jun 30, 2026	SMITH, MOORE & CO.	0.05%	79.44K	1.16M	1.59K	+2.04%
Jun 30, 2026	FIFTH THIRD BANCORP	0.05%	83.28K	1.21M	4.77K	+6.08%
Jun 30, 2026		0.05%	86.02K	1.25M	1.36K	+1.60%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.06%	93.89K	1.37M	455	+0.49%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.06%	100.08K	1.46M	15	+0.02%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.14%	219.42K	3.19M	-20.82K	-8.67%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	239.02K	3.48M	-277	-0.12%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.18%	286K	4.16M	-3.41K	-1.18%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.26%	417.79K	6.07M	-20.26K	-4.63%
Jun 30, 2026	PATHWAY FINANCIAL ADVISERS, LLC	0.28%	446.42K	6.49M	6.19K	+1.41%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.3%	481.28K	7M	35.88K	+8.05%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.68%	1.08M	15.69M	-41.64K	-3.72%
Jun 30, 2026	LPL FINANCIAL LLC	0.82%	1.31M	18.98M	19.22K	+1.49%
Jun 30, 2026	MORGAN STANLEY	8.29%	13.21M	192.05M	164.86K	+1.26%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	81.81K	1.19M	855	+1.06%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.06%	103.22K	1.5M	-1.77K	-1.68%
Jun 30, 2026	ROYAL BANK OF CANADA	0.33%	525.1K	7.64M	-112.34K	-17.62%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	375.56K	5.46M	51.93K	+16.04%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	215.09K	3.13M	3.04K	+1.43%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.1%	161.42K	2.35M	-4.31K	-2.60%
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	0.1%	158.7K	2.31M	-209.84K	-56.94%
Jun 30, 2026	S HARRIS FINANCIAL GROUP, LLC	0.05%	86.02K	1.25M	1.36K	+1.60%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.54%	2.46M	35.73M	-43.62K	-1.74%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.05%	74.4K	1.08M	2.01K	+2.77%
Jun 30, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.1%	159.92K	2.33M	-4.31K	-2.62%
Jun 30, 2026	UBS GROUP AG	0.31%	497.89K	7.24M	-23.2K	-4.45%
Jun 30, 2026	RFG ADVISORY, LLC	0.4%	642.22K	9.34M	16.14K	+2.58%
Jun 30, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.03%	42.81K	622.43K	42.81K	+100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	42.95K	624.51K	-2.6K	-5.70%
Mar 31, 2026	JEFFERIES FINANCIAL GROUP INC.	0.04%	58.46K	806.18K	17.22K	+41.76%
Mar 31, 2026	C2C WEALTH MANAGEMENT, LLC	0.14%	230.09K	3.17M	-3.5K	-1.50%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	239.29K	3.3M	3.51K	+1.49%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	289.41K	3.99M	4.09K	+1.43%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.19%	300.01K	4.14M	5.78K	+1.96%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.19%	306.6K	4.23M	48.08K	+18.60%
Mar 31, 2026	COHEN & STEERS, INC.	0.2%	310.62K	4.28M	15K	+5.07%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	323.63K	4.46M	21K	+6.94%
Mar 31, 2026	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.23%	362.18K	4.99M	74.97K	+26.10%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.23%	368.54K	5.08M	159.36K	+76.18%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.24%	382.25K	5.27M	19.45K	+5.36%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.26%	415.44K	5.73M	-7.62K	-1.80%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.28%	438.05K	6.04M	24.39K	+5.90%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.38%	600.72K	8.28M	52.07K	+9.49%
Mar 31, 2026	RFG ADVISORY, LLC	0.39%	626.08K	8.63M	12.69K	+2.07%
Mar 31, 2026	ROYAL BANK OF CANADA	0.4%	637.45K	8.79M	-34.88K	-5.19%
Mar 31, 2026	MATRIX PRIVATE CAPITAL GROUP LLC	0.51%	805.72K	11.11M	805.72K	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.04%	64.79K	893.39K	-3.14K	-4.62%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	374.64K	5.17M	-2.58K	-0.68%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.08%	126.85K	1.75M	-11.84K	-8.54%
Mar 31, 2026	READYSTATE ASSET MANAGEMENT LP	0.09%	137.92K	1.9M	87.7K	+174.65%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.1%	165.73K	2.29M	0	0
Mar 31, 2026	HERON BAY CAPITAL MANAGEMENT	0.11%	179.81K	2.48M	452	+0.25%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	182.62K	2.52M	4.35K	+2.44%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	212.05K	2.92M	-1.34K	-0.63%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.34%	537.76K	7.42M	21.79K	+4.22%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.03%	39.98K	551.38K	-200	-0.50%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	40.28K	560.63K	660	+1.67%
Mar 31, 2026	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.03%	41.7K	575.04K	-7.37K	-15.02%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.03%	42.87K	591.2K	-4.8K	-10.07%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.03%	44.07K	607.67K	-408	-0.92%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.03%	44.2K	609.45K	-1.26K	-2.77%
Mar 31, 2026	ELCO MANAGEMENT CO., LLC	0.03%	44.39K	612.1K	-1K	-2.20%
Mar 31, 2026	WEALTH EFFECTS LLC	0.03%	44.81K	617.89K	-560	-1.23%
Mar 31, 2026	CREATIVE PLANNING	0.03%	44.99K	620.37K	594	+1.34%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	45.55K	628.12K	2.1K	+4.84%
Mar 31, 2026	MARINER, LLC	0.03%	45.58K	628.47K	-8.98K	-16.45%
Mar 31, 2026	DAVID J YVARS GROUP	0.03%	48.29K	654.47K	4.83K	+11.10%
Mar 31, 2026	MOREY & QUINN WEALTH PARTNERS, LLC	0.03%	50.87K	701.44K	-282	-0.55%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	56.77K	782.89K	98	+0.17%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.05%	72.4K	998.33K	144	+0.20%
Mar 31, 2026	SMITH, MOORE & CO.	0.05%	77.85K	1.07M	2.68K	+3.56%
Mar 31, 2026	FIFTH THIRD BANCORP	0.05%	78.51K	1.08M	70.4K	+868.25%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	80.95K	1.12M	1.04K	+1.30%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.06%	93.43K	1.29M	70.04K	+299.49%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.06%	100.06K	1.38M	-1.14K	-1.13%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	104.99K	1.45M	32.95K	+45.73%
Mar 31, 2026	POINTE CAPITAL MANAGEMENT LLC	0.07%	113.35K	1.56M	-1.97K	-1.71%
Mar 31, 2026		0.05%	84.66K	1.17M	1.35K	+1.62%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.28%	445.41K	6.14M	30.38K	+7.32%
Mar 31, 2026	UBS GROUP AG	0.33%	521.09K	7.19M	-18.78K	-3.48%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.51%	817.97K	11.28M	-26.59K	-3.15%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.54%	853.44K	11.77M	-51.47K	-5.69%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.7%	1.12M	15.45M	-13.39K	-1.18%
Mar 31, 2026	PATHWAY FINANCIAL ADVISERS, LLC	0.28%	440.23K	6.07M	24.06K	+5.78%
Mar 31, 2026	LPL FINANCIAL LLC	0.81%	1.29M	17.74M	48.12K	+3.89%
Mar 31, 2026	INVESCO LTD.	1%	1.59M	21.96M	173.02K	+12.19%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.36%	2.16M	29.85M	125.79K	+6.17%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.57%	2.5M	34.49M	16.21K	+0.65%
Mar 31, 2026	MORGAN STANLEY	8.19%	13.04M	179.87M	55.91K	+0.43%
Mar 31, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.09%	144.95K	2M	-1.17K	-0.80%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.09%	145.18K	2M	-2.79K	-1.89%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.1%	164.23K	2.26M	0	0
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.12%	197.45K	2.72M	142.95K	+262.31%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.15%	240.25K	3.31M	-67.88K	-22.03%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	258.53K	3.97M	-2.2K	-0.84%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	302.63K	4.64M	3.62K	+1.21%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.26%	415.02K	6.37M	11.75K	+2.91%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.27%	423.06K	6.49M	-1.39K	-0.33%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	548.65K	8.42M	-3.76K	-0.68%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.53%	844.56K	12.96M	37.55K	+4.65%
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.09%	146.12K	2.24M	-2.2K	-1.48%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.09%	138.69K	2.13M	-587	-0.42%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.13%	209.18K	3.21M	209.18K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	178.27K	2.73M	-13.59K	-7.08%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.1%	165.73K	2.54M	-383	-0.23%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.03%	46.48K	713.05K	-7.57K	-14.01%
Dec 31, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.03%	49.07K	752.77K	751	+1.55%
Dec 31, 2025	MOREY & QUINN WEALTH PARTNERS, LLC	0.03%	51.15K	784.61K	2.98K	+6.19%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.03%	54.5K	836K	54.5K	+100.00%
Dec 31, 2025	MARINER, LLC	0.03%	54.55K	836.8K	9.81K	+21.93%
Dec 31, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.04%	57.2K	878K	57.2K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	65.99K	1.01M	-1.99K	-2.93%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	285.32K	4.38M	-4.51K	-1.56%
Dec 31, 2025	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.18%	287.21K	4.41M	6.65K	+2.37%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.19%	294.23K	4.51M	-20.97K	-6.65%
Dec 31, 2025	COHEN & STEERS, INC.	0.19%	295.62K	4.54M	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.19%	308.13K	4.73M	-11.34K	-3.55%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.33%	515.97K	7.91M	-27.54K	-5.07%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.23%	362.8K	5.57M	9.55K	+2.70%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	377.22K	5.79M	-8.87K	-2.30%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	43.45K	666.46K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	43.65K	671.3K	2.29K	+5.52%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.26%	413.66K	6.35M	-747	-0.18%
Dec 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.26%	416.17K	6.38M	8.01K	+1.96%
Dec 31, 2025	UBS GROUP AG	0.34%	539.87K	8.28M	7.05K	+1.32%
Dec 31, 2025	RFG ADVISORY, LLC	0.39%	613.39K	9.41M	-1.79K	-0.29%
Dec 31, 2025	ROYAL BANK OF CANADA	0.42%	672.33K	10.31M	-1.98K	-0.29%
Dec 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.03%	41.24K	632.62K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.29%	2.04M	31.27M	54.22K	+2.73%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	72.04K	1.11M	-4.36K	-5.70%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.05%	72.25K	1.11M	-4.06K	-5.32%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	67.92K	1.04M	-28.47K	-29.54%
Dec 31, 2025	MORGAN STANLEY	8.2%	12.99M	199.23M	48.15K	+0.37%
Dec 31, 2025	SMITH, MOORE & CO.	0.05%	75.17K	1.15M	4.54K	+6.43%
Dec 31, 2025	JANE STREET GROUP, LLC	0.05%	76.11K	1.17M	76.11K	+100.00%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	79.92K	1.23M	4.32K	+5.71%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	82.85K	1.27M	2.34K	+2.90%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	101.2K	1.55M	881	+0.88%
Dec 31, 2025	COMERICA BANK	0.05%	71.34K	1.09M	-4.31K	-5.69%
Dec 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.07%	113.69K	1.74M	-117.23K	-50.77%
Dec 31, 2025	POINTE CAPITAL MANAGEMENT LLC	0.07%	115.32K	1.77M	-20.86K	-15.32%
Dec 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.1%	164.23K	2.52M	-383	-0.23%
Dec 31, 2025	HERON BAY CAPITAL MANAGEMENT	0.11%	179.36K	2.75M	-224.99K	-55.64%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.57%	904.91K	13.88M	-67.33K	-6.93%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.72%	1.13M	17.39M	-17.88K	-1.55%
Dec 31, 2025	INVESCO LTD.	0.9%	1.42M	21.77M	-93.92K	-6.21%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.57%	2.48M	38.11M	-222.23K	-8.21%
Dec 31, 2025	WEALTH EFFECTS LLC	0.03%	45.37K	695.92K	-713	-1.55%
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.03%	45.39K	696.24K	-300	-0.66%
Dec 31, 2025	IGNITE PLANNERS, LLC	0.03%	45.45K	694.51K	496	+1.10%
Dec 31, 2025		0.05%	83.32K	1.28M	83.32K	+100.00%
Dec 31, 2025	DAVID J YVARS GROUP	0.03%	43.47K	669.29K	3.44K	+8.60%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.03%	44.47K	682.22K	-2.14K	-4.60%
Dec 31, 2025	LPL FINANCIAL LLC	0.78%	1.24M	18.99M	49.69K	+4.18%
Dec 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.02%	37.57K	576.25K	251	+0.67%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	39.62K	607.69K	-1.8K	-4.35%
Dec 31, 2025	SHIKIAR ASSET MANAGEMENT INC	0.03%	39.87K	612K	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	40.18K	616.42K	-12.37K	-23.54%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.09%	147.97K	2.27M	17.34K	+13.27%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	156.17K	2.4M	15.37K	+10.92%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	213.39K	3.27M	11.63K	+5.77%
Dec 31, 2025	C2C WEALTH MANAGEMENT, LLC	0.15%	233.59K	3.58M	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	235.79K	3.62M	4.03K	+1.74%
Sep 30, 2025	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.18%	280.56K	4.46M	70	+0.03%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.06%	96.39K	1.53M	71.53K	+287.71%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	75.6K	1.2M	-1.62K	-2.10%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.11%	166.11K	2.64M	0	0
Sep 30, 2025		0.07%	105.1K	1.67M	105.1K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.96%	1.51M	24.06M	-722	-0.05%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.62%	972.24K	15.46M	-63.93K	-6.17%
Sep 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.26%	408.16K	6.49M	22.56K	+5.85%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.2%	315.2K	5.01M	-20.82K	-6.19%
Sep 30, 2025	COMERICA BANK	0.05%	75.65K	1.2M	-20K	-20.91%
Sep 30, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.03%	48.32K	768.33K	728	+1.53%
Sep 30, 2025	MOREY & QUINN WEALTH PARTNERS, LLC	0.03%	48.17K	765.87K	-878	-1.79%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.03%	47.77K	759.49K	965	+2.06%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.03%	46.62K	741.22K	3.42K	+7.91%
Sep 30, 2025	WEALTH EFFECTS LLC	0.03%	46.08K	732.67K	2.27K	+5.18%
Sep 30, 2025	ELCO MANAGEMENT CO., LLC	0.03%	45.69K	726.42K	-713	-1.54%
Sep 30, 2025	IGNITE PLANNERS, LLC	0.03%	44.96K	714.8K	358	+0.80%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	43.45K	690.79K	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	41.42K	645.24K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	41.36K	651.45K	-801	-1.90%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	41.33K	657.1K	1.66K	+4.18%
Sep 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.03%	41.24K	655.72K	22.4K	+118.94%
Sep 30, 2025	DAVID J YVARS GROUP	0.03%	40.02K	635.98K	-600	-1.48%
Sep 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.03%	39.87K	634K	39.87K	+100.00%
Sep 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.02%	38.16K	606K	38.16K	+100.00%
Sep 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.02%	37.31K	593.29K	-936	-2.45%
Sep 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.02%	36.66K	582.88K	36.66K	+100.00%
Sep 30, 2025	GREENLEAF TRUST	0.02%	36.39K	578.63K	-2.88K	-7.34%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.26%	1.98M	31.55M	29.64K	+1.52%
Sep 30, 2025	UBS GROUP AG	0.34%	532.82K	8.47M	65.66K	+14.05%
Sep 30, 2025	HERON BAY CAPITAL MANAGEMENT	0.26%	404.35K	6.43M	-2.13K	-0.52%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	299.01K	4.75M	-2.1K	-0.70%
Sep 30, 2025	RFG ADVISORY, LLC	0.39%	615.18K	9.78M	-313.65K	-33.77%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.35%	543.51K	8.64M	25.05K	+4.83%
Sep 30, 2025	COHEN & STEERS, INC.	0.19%	295.62K	4.7M	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.18%	289.82K	4.61M	-8.49K	-2.85%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	260.73K	4.15M	19.45K	+8.06%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	231.76K	3.68M	6.44K	+2.86%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	191.86K	3.05M	-47.62K	-19.88%
Sep 30, 2025	SMITH, MOORE & CO.	0.04%	70.63K	1.12M	3K	+4.44%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	67.98K	1.08M	184	+0.27%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	56.59K	899.72K	86	+0.15%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.03%	54.06K	859.49K	2.98K	+5.83%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	52.55K	835.6K	15.29K	+41.03%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.1%	164.61K	2.62M	0	0
Sep 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.09%	148.33K	2.36M	-1.81K	-1.21%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	140.79K	2.24M	140.79K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.09%	139.28K	2.22M	79	+0.06%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	80.52K	1.28M	3.01K	+3.88%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	76.4K	1.21M	-19.38K	-20.23%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.05%	76.31K	1.21M	628	+0.83%
Sep 30, 2025	POINTE CAPITAL MANAGEMENT LLC	0.09%	136.18K	2.17M	-1.02K	-0.74%
Sep 30, 2025	MORGAN STANLEY	8.22%	12.94M	205.74M	654.63K	+5.33%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.72%	2.71M	43.04M	63.65K	+2.41%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	424.44K	7.22M	13.9K	+3.38%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.26%	403.27K	6.41M	45.94K	+12.85%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	386.08K	6.14M	-4.51K	-1.15%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.22%	353.25K	5.62M	38.31K	+12.16%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.73%	1.15M	18.31M	17.26K	+1.52%
Sep 30, 2025	ROYAL BANK OF CANADA	0.43%	674.3K	10.72M	-38.95K	-5.46%
Sep 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.43%	669.53K	10.65M	39.83K	+6.33%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	552.41K	8.76M	1.24K	+0.23%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.2%	319.47K	5.08M	26.65K	+9.10%
Sep 30, 2025	LPL FINANCIAL LLC	0.75%	1.19M	18.89M	13.47K	+1.15%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	807.02K	12.83M	-1.89K	-0.23%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.26%	414.4K	6.59M	-9.07K	-2.14%
Sep 30, 2025	C2C WEALTH MANAGEMENT, LLC	0.15%	233.59K	3.71M	-4.5K	-1.89%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.15%	230.92K	3.67M	-2.64K	-1.13%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	201.76K	3.21M	5.43K	+2.77%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	130.63K	2.08M	-263	-0.20%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.06%	100.32K	1.6M	319	+0.32%
Jun 30, 2025	COHEN & STEERS, INC.	0.19%	295.62K	4.57M	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	298.31K	4.61M	8.65K	+2.98%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	314.95K	4.87M	5K	+1.61%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.23%	357.34K	5.53M	14.3K	+4.17%
Jun 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.25%	385.6K	5.97M	13.23K	+3.55%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.26%	410.55K	6.33M	-454K	-52.51%
Jun 30, 2025	MOREY & QUINN WEALTH PARTNERS, LLC	0.03%	49.05K	758.74K	6.6K	+15.54%
Jun 30, 2025		0.03%	49.05K	758.74K	6.6K	+15.54%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.03%	51.08K	790.19K	51.08K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.03%	54.63K	845.05K	25.69K	+88.78%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	56.5K	874.05K	91	+0.16%
Jun 30, 2025	SMITH, MOORE & CO.	0.04%	67.63K	1.05M	9.25K	+15.84%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	77.22K	1.19M	18.22K	+30.88%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.27%	423.47K	6.55M	31.54K	+8.05%
Jun 30, 2025	UBS GROUP AG	0.3%	467.16K	7.23M	-2.37K	-0.50%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	551.17K	8.53M	-60.53K	-9.90%
Jun 30, 2025	INVESCO LTD.	0.96%	1.51M	23.42M	-9.41K	-0.62%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.24%	1.95M	30.24M	75.98K	+4.04%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.68%	2.64M	40.89M	49.57K	+1.91%
Jun 30, 2025	MORGAN STANLEY	7.81%	12.29M	190.05B	-98.11K	-0.79%
Jun 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.4%	629.69K	9.74M	-17.27K	-2.67%
Jun 30, 2025	ROYAL BANK OF CANADA	0.45%	713.25K	11.03M	13.1K	+1.87%
Jun 30, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.03%	47.59K	736.28K	771	+1.65%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.03%	46.8K	724.02K	-198	-0.42%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.06%	100K	1.55B	-16.55K	-14.20%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.09%	139.2K	2.15M	-97	-0.07%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	808.9K	12.51M	33.79K	+4.36%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.66%	1.04M	16.03M	74.66K	+7.76%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.72%	1.13M	17.55M	75.82K	+7.16%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	241.29K	3.73M	31.73K	+15.14%
Jun 30, 2025	HERON BAY CAPITAL MANAGEMENT	0.26%	406.48K	6.29M	89.85K	+28.38%
Jun 30, 2025	LPL FINANCIAL LLC	0.75%	1.17M	18.17M	42.67K	+3.77%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.21%	336.02K	5.2M	11.23K	+3.46%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	67.8K	1.05M	9.96K	+17.23%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.11%	166.11K	2.57M	0	0
Jun 30, 2025	ELCO MANAGEMENT CO., LLC	0.03%	46.4K	717.81K	-1K	-2.11%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	196.33K	3.04M	11.72K	+6.35%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.15%	233.56K	3.61M	-1.29K	-0.55%
Jun 30, 2025	C2C WEALTH MANAGEMENT, LLC	0.15%	238.09K	3.68M	-5.3K	-2.18%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	301.12K	4.66M	7.33K	+2.49%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	390.59K	6.04M	-50.05K	-11.36%
Jun 30, 2025	RFG ADVISORY, LLC	0.59%	928.83K	14.37M	-51.46K	-5.25%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.02%	34.11K	527.64K	1.36K	+4.15%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.02%	34.27K	530.15K	0	0
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.02%	35.85K	511.25K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	37.27K	576.49K	-14.3K	-27.73%
Jun 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.02%	38.25K	591.73K	106	+0.28%
Jun 30, 2025	GREENLEAF TRUST	0.03%	39.27K	607.57K	-2.06K	-4.99%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	39.67K	613.67K	39.67K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.03%	40.25K	622.66K	25.73K	+177.17%
Jun 30, 2025	DAVID J YVARS GROUP	0.03%	40.62K	628.06K	483	+1.20%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	41.42K	640.69K	1.8K	+4.54%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	42.16K	660.27K	1.82K	+4.51%
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.03%	42.46K	656.83K	-243	-0.57%
Jun 30, 2025	WEALTH EFFECTS LLC	0.03%	43.81K	677.77K	-5.76K	-11.63%
Jun 30, 2025	MARINER, LLC	0.03%	44.25K	684.55K	7.57K	+20.64%
Jun 30, 2025	IGNITE PLANNERS, LLC	0.03%	44.6K	692.6K	-2.61K	-5.54%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.33%	518.46K	8.02M	28.02K	+5.71%
Jun 30, 2025	CREATIVE PLANNING	0.03%	46.11K	713.37K	13.48K	+41.29%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	77.51K	1.2M	2.65K	+3.55%
Jun 30, 2025	COMERICA BANK	0.06%	95.65K	1.48M	-3.48K	-3.51%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	95.78K	1.48M	20.49K	+27.22%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	130.9K	2.02M	4.66K	+3.69%
Jun 30, 2025	POINTE CAPITAL MANAGEMENT LLC	0.09%	137.2K	2.12M	440	+0.32%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.1%	150.14K	2.32M	-9.08K	-5.70%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.1%	164.61K	2.55M	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	225.32K	3.49M	1.21K	+0.54%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	239.47K	3.71M	22.97K	+10.61%
Jun 30, 2025	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.18%	280.49K	4.34M	164.26K	+141.33%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.19%	292.82K	4.53M	37.28K	+14.59%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.11%	166.11K	2.37M	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	209.56K	2.99M	34.77K	+19.89%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	216.51K	3.09M	-1.16K	-0.53%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	74.85K	1.07M	6.4K	+9.35%
Mar 31, 2025		0.06%	88.85K	1.27M	14.46K	+19.43%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.61%	961.51K	13.71M	-19.06K	-1.94%
Mar 31, 2025	RFG ADVISORY, LLC	0.62%	980.29K	13.98M	-60.52K	-5.81%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.16%	255.54K	3.64M	74.52K	+41.16%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	289.67K	4.13M	-4.29K	-1.46%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	293.79K	4.19M	10.34K	+3.65%
Mar 31, 2025	COHEN & STEERS, INC.	0.19%	295.62K	4.22M	-20K	-6.34%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.22%	343.04K	4.89M	92.44K	+36.89%
Mar 31, 2025	INVESCO LTD.	0.97%	1.52M	21.72M	-228.15K	-13.03%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	440.64K	6.28M	-28.75K	-6.13%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.67%	1.06M	15.83M	3.36K	+0.32%
Mar 31, 2025	LPL FINANCIAL LLC	0.72%	1.13M	16.14M	482.35K	+74.23%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.19%	1.88M	26.79M	7.24K	+0.39%
Mar 31, 2025	MORGAN STANLEY	7.87%	12.38M	176.58M	222.16K	+1.83%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	75.29K	1.07M	-19.19K	-20.31%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.09%	139.3K	1.99M	-414	-0.30%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.07%	116.55K	1.66M	15.45K	+15.28%
Mar 31, 2025	POINTE CAPITAL MANAGEMENT LLC	0.09%	136.76K	1.95M	-5.11K	-3.60%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	56.41K	804.39K	-7.09K	-11.17%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	57.83K	824.68K	-1.81K	-3.04%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	51.57K	770.09K	0	0
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	59K	841.33K	-4.94K	-7.73%
Mar 31, 2025	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.07%	116.23K	1.66M	112.43K	+2,958.68%
Mar 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.1%	159.22K	2.27M	146	+0.09%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	184.6K	2.63M	3.89K	+2.15%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.25%	391.93K	5.59M	632	+0.16%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.55%	864.55K	12.33M	471.34K	+119.87%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	309.95K	4.42M	138.37K	+80.64%
Mar 31, 2025	HERON BAY CAPITAL MANAGEMENT	0.2%	316.63K	4.52M	280	+0.09%
Mar 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.24%	372.37K	5.31M	14.76K	+4.13%
Mar 31, 2025	SMITH, MOORE & CO.	0.04%	58.38K	832.46K	5.15K	+9.68%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.06%	89.95K	1.28M	14.4K	+19.06%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	224.11K	3.2M	1.34K	+0.60%
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.15%	234.84K	3.35M	234.84K	+100.00%
Mar 31, 2025	C2C WEALTH MANAGEMENT, LLC	0.15%	243.39K	3.47M	-2K	-0.82%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.21%	324.79K	4.63M	5.29K	+1.65%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	126.24K	1.8M	15.46K	+13.95%
Mar 31, 2025	UBS GROUP AG	0.3%	469.53K	6.7M	-269.57K	-36.47%
Mar 31, 2025	ROYAL BANK OF CANADA	0.44%	700.15K	9.98M	65.14K	+10.26%
Mar 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.1%	164.61K	2.35M	0	0
Mar 31, 2025	COMERICA BANK	0.06%	99.13K	1.41M	2.32K	+2.39%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.31%	490.44K	6.99M	-27.32K	-5.28%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	611.7K	8.72M	95.43K	+18.48%
Mar 31, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.41%	646.96K	9.23M	-14.52K	-2.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.49%	775.11K	11.05M	-12.74K	-1.62%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.65%	2.59M	36.98M	125.27K	+5.07%
Mar 31, 2024	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.03%	43.85K	585.88K	638	+1.48%
Mar 31, 2024	LIDO ADVISORS, LLC	0.05%	77.02K	1.03M	1.91K	+2.54%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	78.08K	1.04M	-834	-1.06%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.05%	82.48K	951.87K	6.19K	+8.11%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.05%	84.42K	1.13M	-62.35K	-42.48%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.06%	87.53K	1.17M	-14.35K	-14.09%
Mar 31, 2024		0.1%	151.63K	2.03M	151.63K	+100.00%
Mar 31, 2024	GUARDIAN WEALTH ADVISORS, LLC / NC	0.11%	174.7K	2.33M	-2.43K	-1.37%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.11%	176.2K	2.35M	-929	-0.52%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.11%	177.7K	2.37M	126.01K	+243.77%
Mar 31, 2024	PARSONS CAPITAL MANAGEMENT INC/RI	0.12%	185.55K	2.48M	-4.66K	-2.45%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.14%	225.38K	3.01M	13.84K	+6.54%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.2%	319.85K	4.27M	11.79K	+3.83%
Mar 31, 2024	HERON BAY CAPITAL MANAGEMENT	0.24%	371.6K	4.96M	1.6K	+0.43%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.27%	418.94K	5.6M	-16.27K	-3.74%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	498.79K	6.66M	1.48K	+0.30%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.32%	498.95K	6.67M	2.74K	+0.55%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.32%	502.84K	6.72M	39.91K	+8.62%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.33%	517.94K	6.92M	1.59K	+0.31%
Mar 31, 2024	ROYAL BANK OF CANADA	0.36%	567.19K	7.58M	25.59K	+4.73%
Mar 31, 2024	MATRIX PRIVATE CAPITAL GROUP LLC	0.39%	618.49K	8.26M	15.36K	+2.55%
Mar 31, 2024	INVESCO LTD.	1%	1.58M	21.11M	-166.13K	-9.51%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.14%	1.79M	23.87M	95.11K	+5.62%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	1.14%	1.8M	24.05M	759.67K	+73.01%
Mar 31, 2024	MORGAN STANLEY	7.52%	11.84M	158.12M	142.28K	+1.22%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.06%	97.31K	1.3M	4.69K	+5.06%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.07%	104.96K	1.4M	30.68K	+41.30%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.07%	108.48K	1.45M	8.48K	+8.47%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.07%	115.3K	1.55M	1.89K	+1.67%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	142.09K	1.9M	117.74K	+483.52%
Mar 31, 2024	COMERICA BANK	0.09%	145.43K	1.94M	-4.97K	-3.30%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.09%	149.1K	1.99M	41.65K	+38.76%
Mar 31, 2024	ROCKPORT WEALTH LLC	0.1%	151.63K	2.03M	151.63K	+100.00%
Mar 31, 2024	POINTE CAPITAL MANAGEMENT LLC	0.1%	151.63K	2.03M	12	+0.01%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	156.21K	2.09M	13.02K	+9.10%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	158K	2.11M	15.6K	+10.96%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.15%	229.33K	3.06M	-3.55K	-1.53%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	235.46K	3.15M	235.46K	+100.00%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.15%	242.77K	3.24M	270	+0.11%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	245.6K	3.28M	18.5K	+8.15%
Mar 31, 2024	C2C WEALTH MANAGEMENT, LLC	0.16%	247.39K	3.31M	0	0
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	283.9K	3.79M	4.68K	+1.68%
Mar 31, 2024	COHEN & STEERS, INC.	0.18%	285.62K	3.82M	80K	+38.91%
Mar 31, 2024	PATHWAY FINANCIAL ADVISERS, LLC	0.2%	320.4K	4.28M	320.4K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.23%	368.55K	4.92M	24.66K	+7.17%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.4%	634.32K	8.47M	8.8K	+1.41%
Mar 31, 2024	UBS GROUP AG	0.5%	779.17K	10.41M	60.54K	+8.42%
Mar 31, 2024	LPL FINANCIAL LLC	0.55%	867.65K	11.59M	-3.96K	-0.45%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.59%	925.2K	12.36M	74.69K	+8.78%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.62%	980.05K	13.09M	63.4K	+6.92%
Mar 31, 2024	RFG ADVISORY, LLC	0.8%	1.26M	16.8M	3.62K	+0.29%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.95%	1.5M	20M	3.97K	+0.27%
Mar 31, 2024	DAVID J YVARS GROUP	0.02%	37.88K	507.05K	158	+0.42%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.02%	39.15K	523.02K	72	+0.18%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.03%	42.37K	564.79K	42.37K	+100.00%
Mar 31, 2024	FLPUTNAM INVESTMENT MANAGEMENT CO	0.03%	43.8K	585.18K	0	0
Mar 31, 2024	IGNITE PLANNERS, LLC	0.03%	47.82K	633.07K	-6.47K	-11.91%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	48.23K	638.52K	0	0
Mar 31, 2024	ELCO MANAGEMENT CO., LLC	0.03%	52K	694.72K	-4.4K	-7.80%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.03%	52.37K	699.61K	-8.66K	-14.19%
Mar 31, 2024	CETERA ADVISORS LLC	0.03%	53.61K	716.22K	21.44K	+66.63%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	61.67K	823.97M	0	0
Mar 31, 2024	WEALTH EFFECTS LLC	0.04%	62.7K	837.63K	157	+0.25%
Mar 31, 2024	FLAHARTY ASSET MANAGEMENT, LLC	0.04%	65.95K	881.05K	-4.5K	-6.38%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.05%	73.27K	978.82K	-1.16K	-1.56%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	74.4K	993.97K	-1.05K	-1.39%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.05%	76.11K	1.02M	-3.72K	-4.65%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.15%	232.88K	2.84M	-4.28K	-1.81%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	227.1K	2.77M	202.15K	+810.02%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.14%	211.54K	2.58M	3.17K	+1.52%
Dec 31, 2023	COHEN & STEERS, INC.	0.13%	205.62K	2.51M	20K	+10.77%
Dec 31, 2023	PARSONS CAPITAL MANAGEMENT INC/RI	0.12%	190.21K	2.32M	4.28K	+2.30%
Dec 31, 2023	GUARDIAN WEALTH ADVISORS, LLC / NC	0.11%	177.13K	2.16M	-13.35K	-7.01%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.11%	177.13K	2.16M	-13.35K	-7.01%
Dec 31, 2023	POINTE CAPITAL MANAGEMENT LLC	0.1%	151.62K	1.85M	6	0.00%
Dec 31, 2023	COMERICA BANK	0.1%	150.39K	1.83M	35.83K	+31.27%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.09%	146.78K	1.79M	69.94K	+91.03%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	143.19K	1.75M	-48	-0.03%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.09%	142.4K	1.74M	-31.08K	-17.92%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.07%	113.41K	1.38M	1.01K	+0.90%
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.07%	107.45K	1.31M	94.8K	+749.65%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.07%	101.89K	1.24M	14.23K	+16.23%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.06%	100K	1.22M	0	0
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.06%	92.62K	1.13M	-896	-0.96%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.05%	79.83K	973K	-53.81K	-40.27%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	78.91K	961.94K	12.68K	+19.14%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.05%	76.3K	930.07K	-6.19K	-7.50%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	75.45K	919.68K	1.2K	+1.62%
Dec 31, 2023	LIDO ADVISORS, LLC	0.05%	75.11K	915.53K	1.56K	+2.12%
Dec 31, 2023	MATRIX PRIVATE CAPITAL GROUP LLC	0.39%	603.13K	7.35M	603.13K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.05%	74.43K	907.27K	-4.14K	-5.27%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.05%	74.29K	907.4K	16.76K	+29.13%
Dec 31, 2023	FLAHARTY ASSET MANAGEMENT, LLC	0.05%	70.44K	858.71K	-2.69K	-3.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.4%	625.52K	7.63M	-24.1K	-3.71%
Dec 31, 2023	UBS GROUP AG	0.46%	718.63K	8.76M	-68.53K	-8.71%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.55%	850.52K	10.37M	96.11K	+12.74%
Dec 31, 2023	LPL FINANCIAL LLC	0.56%	871.61K	10.62M	-25.27K	-2.82%
Dec 31, 2023		0.59%	916.65K	11.17M	916.65K	+100.00%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	0.67%	1.04M	12.68M	798.58K	+330.04%
Dec 31, 2023	RFG ADVISORY, LLC	0.81%	1.25M	15.28M	-14.64K	-1.15%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.96%	1.49M	18.2M	122.24K	+8.92%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.09%	1.69M	20.62M	62K	+3.80%
Dec 31, 2023	INVESCO LTD.	1.12%	1.75M	21.29M	273.04K	+18.53%
Dec 31, 2023	WEALTH EFFECTS LLC	0.04%	62.54K	762.37K	-1.39K	-2.17%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	497.31K	6.06M	-12.03K	-2.36%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.33%	516.35K	6.29M	58.83K	+12.86%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.32%	496.21K	6.05M	-45.88K	-8.46%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.3%	462.93K	5.64M	8.3K	+1.83%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.28%	435.21K	5.31M	27.13K	+6.65%
Dec 31, 2023	ROYAL BANK OF CANADA	0.35%	541.6K	6.6M	-8.18K	-1.49%
Dec 31, 2023	MORGAN STANLEY	7.51%	11.69M	142.54M	-585.44K	-4.77%
Dec 31, 2023	HERON BAY CAPITAL MANAGEMENT	0.24%	370.01K	4.51M	169.16K	+84.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.22%	343.9K	4.19M	1.95K	+0.57%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.2%	308.05K	3.75M	17	+0.01%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.2%	306.45K	3.74M	26K	+9.27%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	279.21K	3.4M	11.98K	+4.48%
Dec 31, 2023	C2C WEALTH MANAGEMENT, LLC	0.16%	247.39K	3M	3K	+1.23%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.16%	242.5K	2.96M	242.5K	+100.00%

Insiders

Among the ETY insiders holding of 0% of the stake in company, RICHARDSON DUNCAN W, Vice President, holds the largest shares of 16K. NELSON GEORGE R., Portfolio Manager, is the second largest ETY insider with ownership of 5K shares. ALLISON MICHAEL A, Vice President, stands third with possession of 4K shares of that stake.

Insiders	Designation	Shares Held
RICHARDSON DUNCAN W	Vice President	16K
NELSON GEORGE R.	Portfolio Manager	5K
ALLISON MICHAEL A	Vice President	4K
ROW WALTER A III	Vice President	500

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 24, 2021	NELSON GEORGE R.	PURCHASE	14.73	5K	73.65K	5K
Apr 26, 2011	RICHARDSON DUNCAN W	PURCHASE	11.17	5K	55.83K	16K
Oct 27, 2008	RICHARDSON DUNCAN W	PURCHASE	10.20	500	5.1K	11K
Sep 29, 2008	RICHARDSON DUNCAN W	PURCHASE	11.80	500	5.9K	10.5K
Jul 15, 2008	RICHARDSON DUNCAN W	PURCHASE	13.60	1K	13.6K	10K
Dec 20, 2007	RICHARDSON DUNCAN W	PURCHASE	15.89	1K	15.89K	9K
Nov 28, 2007	RICHARDSON DUNCAN W	PURCHASE	15.95	1K	15.95K	8K
Nov 26, 2007	ALLISON MICHAEL A	PURCHASE	15.60	2.5K	39K	4K
Nov 21, 2007	RICHARDSON DUNCAN W	PURCHASE	15.40	1K	15.4K	7K
Nov 12, 2007	RICHARDSON DUNCAN W	PURCHASE	16.15	1K	16.15K	6K
Oct 22, 2007	RICHARDSON DUNCAN W	PURCHASE	16.95	1K	16.95K	5K
Sep 28, 2007	RICHARDSON DUNCAN W	PURCHASE	17.65	1K	17.65K	4K
Sep 27, 2007	ROW WALTER A III	PURCHASE	17.63	500	8.82K	500
Sep 26, 2007	ALLISON MICHAEL A	PURCHASE	17.30	1K	17.3K	2.5K
Sep 24, 2007	RICHARDSON DUNCAN W	PURCHASE	17.37	1K	17.37K	3K
Aug 10, 2007	ALLISON MICHAEL A	PURCHASE	18.25	1K	18.25K	1.5K
Aug 10, 2007	RICHARDSON DUNCAN W	PURCHASE	18.25	1K	18.25K	2K
Aug 01, 2007	ALLISON MICHAEL A	PURCHASE	18.38	500	9.19K	500
Jul 20, 2007	RICHARDSON DUNCAN W	PURCHASE	18.48	1K	18.48K	1K

Frequently Asked Questions