How many institutions own GAB 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 GAB shares is 227, representing 10.72% of the company's common stock.

Who are the major shareholders selling The Gabelli Equity Trust Inc. stock?

YAKIRA CAPITAL MANAGEMENT, INC., in the last quarter, reduced its stake in GAB by -50.34% restricting it's holding to 179.96 thousand shares of worth nearly $1.02M. TRUIST FINANCIAL CORP also lessened -32.79% of the GAB shares from its portfolio, reducing its holding to 199.92 thousand shares of worth $1.13M. VALLEY BROOK CAPITAL GROUP, INC. also shunned GAB shares holding by -0.47% last quarter which brought its holding to 133.34 thousand shares worth $754.68K.

Investors who are buying GAB stock?

As per its latest 13F filing, TRUEMARK INVESTMENTS, LLC increased its stake in GAB by 100% in the last quarter. The institutional holder raised its holding to 145.44 thousand shares having worth more than $823.18K. WEDBUSH SECURITIES INC also added 5.14% more shares of GAB to its portfolio, raising its holding to 200.33 thousand shares of worth $1.13M. IMC-CHICAGO, LLC also increased its GAB shares holding by 100% which brought its holding to 183.33 thousand shares worth $1.04M.

GAB's major insiders: who are they?

The insider with the most stakes in GAB is GABELLI MARIO J , Control Person of Adviser at the company. Additionally, GAB stock is highly held by director HEITMANN WILLIAM F and director BRATTER THOMAS E among others.

Did an insider recently sell GAB stock?

Company executives, directors, and other insiders own 0.63% percent of The Gabelli Equity Trust Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which GAB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GABELLI MARIO J, ALPERT BRUCE N, and CONN JAMES P.

Which insider recently purchased GAB stock?

There have been 0 transaction(s) during the past 6-months in which The Gabelli Equity Trust Inc. insiders have bought stock, totalling 0 shares

How much of GAB does insiders own?

Around 0 The Gabelli Equity Trust Inc. shares are held by insiders, which represents about 0.63% of GAB stock.

Who is the insider with the largest stake?

GAB Control Person of Adviser, GABELLI MARIO J holds the largest portfolio of the company's shares. GAB shares owned by GABELLI total nearly 841.68 thousand.

Which institution holds the most shares in GAB?

TRUEMARK INVESTMENTS, LLC is the largest institutional owner in GAB which holds 145.44 thousand shares worth $823.18K or 0.05% of the total GAB shares outstanding followed by YAKIRA CAPITAL MANAGEMENT, INC. with ownership of 179.96 thousand shares representing 0.06% of the GAB ownership. WEDBUSH SECURITIES INC is the third largest stakeholder with 200.33 thousand shares or 0.06% of the ownership worth more than $1.13M.

Is The Gabelli Equity Trust Inc. 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 GAB is concerned, it is a stock which is not optionable.

Is there a short position on GAB's shares?

Number of GAB 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 GAB shares are there?

As of today, null shares of GAB are outstanding.

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

GAB 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 GAB is null.

Gabelli Equity Trust (GAB) 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

0.63% Percentage of Shares held by All Insiders

10.72% Percentage of Shares held by All Institutions

10.79% Percentage of Float held by Institutions

227

Number of Institutions Holding Shares

Institutional Ownership

About 10.72% of GAB shares are held by financial institutions. TRUEMARK INVESTMENTS, LLC is the top corporate investor, holding 145.44K shares valued at $823.18K. A 0.05% stake in The Gabelli Equity Trust Inc. is owned by the company. YAKIRA CAPITAL MANAGEMENT, INC. owns 179.96K shares valued at $1.02M, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	TRUEMARK INVESTMENTS, LLC	0.05%	145.44K	823.18K	145.44K	+100.00%
Jun 30, 2026	YAKIRA CAPITAL MANAGEMENT, INC.	0.06%	179.96K	1.02M	-182.45K	-50.34%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.06%	200.33K	1.13M	9.8K	+5.14%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.06%	199.92K	1.13M	-97.52K	-32.79%
Jun 30, 2026	IMC-CHICAGO, LLC	0.06%	183.33K	1.04M	183.33K	+100.00%
Jun 30, 2026	CLEAR STREET GROUP INC.	0.05%	150K	849K	150K	+100.00%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.04%	137.42K	777.79K	2.95K	+2.19%
Jun 30, 2026	VALLEY BROOK CAPITAL GROUP, INC.	0.04%	133.34K	754.68K	-624	-0.47%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	0.1%	320.4K	1.81M	16.53K	+5.44%
Jun 30, 2026	CREATIVE PLANNING	0.1%	322.13K	1.82M	-3.81K	-1.17%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.04%	128.36K	726.54K	40.97K	+46.88%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.05%	152.05K	860.59K	7.69K	+5.32%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	0.13%	400K	2.26M	400K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.18%	575.39K	3.26M	23.48K	+4.26%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.19%	605.2K	3.43M	26.42K	+4.56%
Jun 30, 2026	QUARRY LP	0.2%	624.17K	3.53M	434.72K	+229.46%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.23%	717.39K	4.06M	104.81K	+17.11%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.28%	894.77K	5.06M	427.54K	+91.50%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.16%	498.83K	2.82M	45.86K	+10.12%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	593.23K	3.36M	24.16K	+4.25%
Jun 30, 2026	LIVE OAK PRIVATE WEALTH LLC	0.2%	635.26K	3.6M	121.08K	+23.55%
Jun 30, 2026	PHILADELPHIA TRUST CO	0.21%	655.22K	3.71M	-368.2K	-35.98%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.21%	663.87K	3.76M	78.2K	+13.35%
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	0.21%	669.07K	3.79M	669.07K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.24%	738.89K	4.18M	30.39K	+4.29%
Jun 30, 2026	GAMCO INVESTORS, INC. ET AL	0.29%	925.84K	5.24M	84.17K	+10.00%
Jun 30, 2026	MORGAN STANLEY	0.83%	2.6M	14.71M	126.33K	+5.11%
Jun 30, 2026	LPL FINANCIAL LLC	1.37%	4.3M	24.32M	-187.4K	-4.18%
Jun 30, 2026	COHEN & STEERS, INC.	0.36%	1.13M	6.42M	853.65K	+304.88%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	0.63%	1.97M	11.17M	1.97M	+100.00%
Jun 30, 2026	URSA FUND MANAGEMENT, LLC	1.77%	5.56M	31.44M	5.19M	+1,409.88%
Jun 30, 2026		0.05%	152.05K	860.59K	7.69K	+5.32%
Jun 30, 2026	MARINER, LLC	0.04%	139.21K	787.95K	73.16K	+110.75%
Jun 30, 2026	JANE STREET GROUP, LLC	0.05%	148.43K	840.12K	87.14K	+142.17%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.08%	262.83K	1.49M	13.83K	+5.55%
Jun 30, 2026	NOMURA HOLDINGS INC	0.1%	313.82K	1.78M	291.03K	+1,277.25%
Jun 30, 2026	CERITY PARTNERS LLC	0.11%	359.46K	2.03M	13.68K	+3.96%
Jun 30, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.1%	6.61M	37.41M	6.61M	+100.00%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.05%	147.12K	832.68K	24	+0.02%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	161.08K	912K	1.93K	+1.21%
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.05%	153.01K	866.04K	153.01K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.13%	424.09K	2.4M	120.08K	+39.50%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.03%	90.47K	512.07K	348	+0.39%
Jun 30, 2026	ALMITAS CAPITAL LLC	0.05%	169.7K	960.5K	169.7K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	214.28K	1.21M	-929	-0.43%
Jun 30, 2026	MARKS GROUP WEALTH MANAGEMENT, INC	0.07%	227.71K	1.29M	0	0
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.09%	267.91K	1.52M	-19.39K	-6.75%
Jun 30, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.03%	89.76K	508.04K	479	+0.54%
Jun 30, 2026	OPPENHEIMER & CO INC	0.03%	89.5K	506.56K	244	+0.27%
Jun 30, 2026	JPMORGAN CHASE & CO	0.03%	86.5K	492.19K	16.7K	+23.93%
Jun 30, 2026	LEIGH BALDWIN & CO., LLC	0.03%	86.08K	487.24K	0	0
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	0.66%	2.07M	11.73M	2.07M	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	1.56M	8.82M	35.91K	+2.36%
Jun 30, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	0.48%	1.51M	8.54M	1.51M	+100.00%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.32%	998.46K	5.65M	998.46K	+100.00%
Jun 30, 2026	SCOTIA CAPITAL INC.	0.15%	458.17K	2.59M	3.59K	+0.79%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	364.38K	2.06M	45.1K	+14.13%
Jun 30, 2026	ACCEL WEALTH MANAGEMENT	0.1%	323.54K	1.83M	-20.1K	-5.85%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.08%	266.84K	1.51M	-2.79K	-1.03%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.03%	108.26K	612.77K	6.79K	+6.69%
Jun 30, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.03%	106.24K	601.33K	10.71K	+11.21%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.03%	102.3K	579.01K	-5.19K	-4.83%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.03%	94.92K	537.24K	-5.53K	-5.51%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.03%	92.63K	524.31K	-2.27K	-2.39%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.08%	240.37K	1.36M	39.91K	+19.91%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	1.52M	8.53M	6.6K	+0.44%
Mar 31, 2026	GAMCO INVESTORS, INC. ET AL	0.27%	841.68K	4.71M	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.23%	708.5K	3.97M	34.2K	+5.07%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.06%	190.53K	1.07M	24.56K	+14.80%
Mar 31, 2026	QUARRY LP	0.06%	189.45K	1.06M	189.45K	+100.00%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.06%	181.82K	1.02M	88.61K	+95.06%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	159.16K	891K	3.26K	+2.09%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.05%	147.09K	823.72K	147.09K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.03%	107.49K	601.92K	-9.54K	-8.15%
Mar 31, 2026	KERA CAPITAL PARTNERS, INC.	0.03%	105.78K	592.37K	0	0
Mar 31, 2026	PFG INVESTMENTS, LLC	0.03%	101.48K	568.27K	4.66K	+4.82%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.03%	100.45K	562.53K	10.39K	+11.54%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.03%	94.9K	531.46K	38	+0.04%
Mar 31, 2026	DARDEN WEALTH GROUP INC	0.02%	57K	319.2K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.19%	612.59K	3.43M	-30.5K	-4.74%
Mar 31, 2026	JANE STREET GROUP, LLC	0.02%	61.29K	343.24K	-126.33K	-67.33%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.19%	585.67K	3.28M	44.17K	+8.16%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.14%	454.59K	2.55M	-1.74K	-0.38%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.15%	467.23K	2.62M	-130.97K	-21.89%
Mar 31, 2026	LIVE OAK PRIVATE WEALTH LLC	0.16%	514.18K	2.88M	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.18%	551.91K	3.09M	9.37K	+1.73%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	569.07K	3.19M	7.22K	+1.28%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.18%	578.78K	3.24M	-62.52K	-9.75%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.13%	405.59K	2.27M	405.59K	+100.00%
Mar 31, 2026	YAKIRA CAPITAL MANAGEMENT, INC.	0.12%	362.41K	2.03M	362.41K	+100.00%
Mar 31, 2026	ACCEL WEALTH MANAGEMENT	0.11%	343.64K	1.92M	-8.66K	-2.46%
Mar 31, 2026	CREATIVE PLANNING	0.1%	325.94K	1.83M	-1.62K	-0.49%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	319.27K	1.79M	8.74K	+2.81%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.04%	134.47K	753.04K	134.47K	+100.00%
Mar 31, 2026	VALLEY BROOK CAPITAL GROUP, INC.	0.04%	133.96K	750.18K	17.12K	+14.66%
Mar 31, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.03%	95.53K	534.98K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.03%	90.12K	504.7K	6.3K	+7.52%
Mar 31, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.03%	89.28K	499.97K	474	+0.53%
Mar 31, 2026	OPPENHEIMER & CO INC	0.03%	89.26K	499.83K	235	+0.26%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	88.66K	496.51K	5.91K	+7.14%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.03%	87.4K	489.41K	-11.26K	-11.41%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.03%	80.03K	448.15K	-7.31K	-8.37%
Mar 31, 2026	HCR WEALTH ADVISORS	0.02%	75.35K	421.98K	0	0
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.02%	71.61K	401.02K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.02%	69.8K	382.5K	52.9K	+312.99%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.02%	68.02K	380.92K	0	0
Mar 31, 2026	MARINER, LLC	0.02%	66.06K	369.93K	-11.37K	-14.68%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	215.21K	1.21M	-6.97K	-3.14%
Mar 31, 2026	CABLE CAR CAPITAL LLC	0.06%	200K	1.12M	200K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.06%	200.46K	1.12M	29.73K	+17.41%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.08%	249K	1.39M	17.63K	+7.62%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.09%	269.63K	1.51M	-81.66K	-23.25%
Mar 31, 2026	COHEN & STEERS, INC.	0.09%	280K	1.57M	280K	+100.00%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.09%	287.3K	1.61M	7.1K	+2.53%
Mar 31, 2026		0.03%	102.04K	571.41K	4.6K	+4.72%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.09%	297.44K	1.67M	125.07K	+72.56%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.1%	303.88K	1.7M	-115.68K	-27.57%
Mar 31, 2026	UBS GROUP AG	0.1%	304.01K	1.7M	-29.76K	-8.92%
Mar 31, 2026	ALPINE GLOBAL MANAGEMENT, LLC	0.11%	336.34K	1.88M	336.34K	+100.00%
Mar 31, 2026	CERITY PARTNERS LLC	0.11%	345.77K	1.94M	31.2K	+9.92%
Mar 31, 2026	BOOTHBAY FUND MANAGEMENT, LLC	0.11%	352.06K	1.97M	352.06K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	452.97K	2.54M	-3.26K	-0.71%
Mar 31, 2026	URSA FUND MANAGEMENT, LLC	0.12%	367.92K	2.06M	367.92K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.03%	91.07K	509.99K	48.85K	+115.71%
Mar 31, 2026	MARKS GROUP WEALTH MANAGEMENT, INC	0.07%	227.71K	1.28M	-17.13K	-7.00%
Mar 31, 2026	LPL FINANCIAL LLC	1.43%	4.48M	25.11M	20.99K	+0.47%
Mar 31, 2026	MORGAN STANLEY	0.79%	2.47M	13.85M	38.99K	+1.60%
Mar 31, 2026	PHILADELPHIA TRUST CO	0.33%	1.02M	5.73M	-42.08K	-3.95%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	643.09K	3.97M	7.92K	+1.25%
Dec 31, 2025	MORGAN STANLEY	0.75%	2.43M	15.02M	115K	+4.96%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.09%	280.19K	1.73M	-6.32K	-2.20%
Dec 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.08%	244.84K	1.51M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.06%	187.62K	1.16M	158.35K	+540.95%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.06%	185.33K	1.14M	-23.66K	-11.32%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	172.37K	1.06M	151.42K	+722.58%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.05%	165.97K	1.02M	49.34K	+42.31%
Dec 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.02%	48.72K	300.62K	48.72K	+100.00%
Dec 31, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.01%	47.13K	290.78K	0	0
Dec 31, 2025	BENJAMIN EDWARDS INC	0.01%	44.07K	271.88K	718	+1.66%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	155.9K	962K	5.21K	+3.46%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	1.52M	9.36M	28.93K	+1.94%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.34%	1.08M	6.6M	-197.78K	-15.45%
Dec 31, 2025	OPPENHEIMER & CO INC	0.03%	89.02K	549.25K	-25.86K	-22.51%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	90.06K	555.66K	559	+0.62%
Dec 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.03%	93.21K	575.11K	-720	-0.77%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	95.53K	589.44K	0	0
Dec 31, 2025	PFG INVESTMENTS, LLC	0.03%	96.81K	597.33K	2.8K	+2.98%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.03%	98.65K	608.69K	7.77K	+8.55%
Dec 31, 2025	KERA CAPITAL PARTNERS, INC.	0.03%	105.78K	643.14K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	115.69K	713.83K	22.46K	+24.09%
Dec 31, 2025	VALLEY BROOK CAPITAL GROUP, INC.	0.04%	116.84K	720.88K	3K	+2.64%
Dec 31, 2025		0.03%	97.44K	601.19K	97.44K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	231.37K	1.43M	6.83K	+3.04%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	310.54K	1.92M	-1.17K	-0.37%
Dec 31, 2025	CERITY PARTNERS LLC	0.1%	314.58K	1.94M	11.3K	+3.73%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	351.29K	2.17M	-125.83K	-26.37%
Dec 31, 2025	ACCEL WEALTH MANAGEMENT	0.11%	352.3K	2.17M	-11.86K	-3.26%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	456.23K	2.81M	196.66K	+75.76%
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.16%	514.18K	3.17M	0	0
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.02%	68.02K	419.69K	3.19K	+4.91%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.02%	71.61K	441.84K	0	0
Dec 31, 2025	HCR WEALTH ADVISORS	0.02%	75.35K	464.93K	0	0
Dec 31, 2025	MARINER, LLC	0.02%	77.43K	477.71K	41.41K	+114.99%
Dec 31, 2025	MIDWEST TRUST CO	0.02%	52.81K	325.84K	0	0
Dec 31, 2025	DARDEN WEALTH GROUP INC	0.02%	57K	351.69K	0	0
Dec 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	57.37K	354K	-144	-0.25%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	117.03K	722.07K	3.81K	+3.37%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	170.73K	1.05M	-2.92K	-1.68%
Dec 31, 2025	ROYAL BANK OF CANADA	0.17%	542.53K	3.35M	25.03K	+4.84%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	222.17K	1.37M	-2.5K	-1.11%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	82.75K	510.59K	82.75K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	83.27K	514.63K	2.52K	+3.12%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	83.82K	517.17K	2.13K	+2.60%
Dec 31, 2025	LEIGH BALDWIN & CO., LLC	0.03%	86.08K	531K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.03%	87.34K	538.9K	-4.04K	-4.42%
Dec 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.03%	88.81K	547.93K	0	0
Dec 31, 2025	CIBC WORLD MARKET INC.	0.03%	88.84K	548.13K	6.4K	+7.76%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.03%	94.87K	585.32K	-3.17K	-3.23%
Dec 31, 2025	CREATIVE PLANNING	0.1%	327.55K	2.02M	-136.62K	-29.43%
Dec 31, 2025	UBS GROUP AG	0.1%	333.77K	2.06M	-30.79K	-8.45%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.13%	419.55K	2.59M	-52.22K	-11.07%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.14%	456.32K	2.82M	-6.03K	-1.30%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	561.85K	3.47M	360.2K	+178.62%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.19%	598.2K	3.69M	-33.03K	-5.23%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.2%	641.3K	3.96M	6.18K	+0.97%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.21%	674.3K	4.16M	7.32K	+1.10%
Dec 31, 2025	GAMCO INVESTORS, INC. ET AL	0.26%	841.68K	5.19M	0	0
Dec 31, 2025	PHILADELPHIA TRUST CO	0.33%	1.07M	6.57M	-55.2K	-4.93%
Dec 31, 2025	LPL FINANCIAL LLC	1.38%	4.46M	27.53M	93.79K	+2.15%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.2%	631.23K	3.84M	99.91K	+18.80%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.26%	841.68K	5.13M	0	0
Sep 30, 2025	CIBC WORLD MARKET INC.	0.03%	82.44K	502.05K	979	+1.20%
Sep 30, 2025	CERITY PARTNERS LLC	0.09%	303.27K	1.85M	-3.62K	-1.18%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	477.11K	2.91M	19.97K	+4.37%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.06%	208.98K	1.27M	516	+0.25%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	173.65K	1.06M	-5.65K	-3.15%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	635.16K	3.87M	80.78K	+14.57%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.02%	71.61K	436.11K	-43.33K	-37.70%
Sep 30, 2025	MORGAN STANLEY	0.72%	2.32M	14.12M	-146.16K	-5.93%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	224.67K	1.37M	19.97K	+9.76%
Sep 30, 2025	CREATIVE PLANNING	0.14%	464.17K	2.83M	3.35K	+0.73%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	259.57K	1.58M	194.23K	+297.26%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.12%	397.43K	2.33M	0	0
Sep 30, 2025	SCOTIA CAPITAL INC.	0.14%	462.35K	2.82M	2.78K	+0.61%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	0.03%	82.45K	502.14K	1.09K	+1.34%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.03%	86.08K	524.25K	0	0
Sep 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.03%	88.81K	540.83K	0	0
Sep 30, 2025	KERA CAPITAL PARTNERS, INC.	0.03%	105.78K	644.2K	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	89.5K	545.05K	412	+0.46%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.2%	635.13K	3.87M	179.21K	+39.31%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	80.76K	490.18K	-18.52K	-18.65%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	81.69K	497.51K	10.6K	+14.91%
Sep 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.03%	93.93K	572.04K	-1.89K	-1.97%
Sep 30, 2025	VALLEY BROOK CAPITAL GROUP, INC.	0.04%	113.84K	693.26K	-2K	-1.73%
Sep 30, 2025	HRT FINANCIAL LP	0.03%	108.84K	662K	108.84K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.03%	91.38K	556.5K	-4.55K	-4.74%
Sep 30, 2025	HCR WEALTH ADVISORS	0.02%	75.35K	463.42K	0	0
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	95.53K	581.79K	0	0
Sep 30, 2025	PHILADELPHIA TRUST CO	0.35%	1.12M	6.83M	-20.45K	-1.79%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.4%	1.28M	7.8M	22.2K	+1.76%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.03%	98.04K	597.05K	-2.01K	-2.01%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.03%	108.34K	659.8K	-4.19K	-3.72%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	113.22K	689.5K	2.48K	+2.24%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	201.65K	1.23M	142.11K	+238.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	666.98K	4.06M	65.72K	+10.93%
Sep 30, 2025	ROYAL BANK OF CANADA	0.16%	517.51K	3.15M	-10.18K	-1.93%
Sep 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.08%	244.84K	1.49M	0	0
Sep 30, 2025	SYMPHONY FINANCIAL SERVICES, INC.	0.01%	31.94K	194.54K	1.97K	+6.56%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.01%	37.57K	228.83K	0	0
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.01%	39.43K	240.1K	0	0
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.01%	39.47K	240.36K	0	0
Sep 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.01%	41.22K	251.05K	0	0
Sep 30, 2025		0.04%	139.2K	847.7K	139.2K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	93.23K	567.79K	28.41K	+43.83%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	90.89K	553.49K	-1.88K	-2.03%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.01%	43.35K	263.98K	10.81K	+33.20%
Sep 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.01%	47.13K	287.01K	0	0
Sep 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.02%	49.14K	299.26K	1.17K	+2.43%
Sep 30, 2025	MIDWEST TRUST CO	0.02%	52.81K	321.61K	0	0
Sep 30, 2025	DARDEN WEALTH GROUP INC	0.02%	57K	347.13K	0	0
Sep 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	57.52K	350.29K	-121	-0.21%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.02%	59.54K	362.62K	-1.23K	-2.02%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.02%	64.84K	394.85K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	1.49M	9.06M	-391.03K	-20.81%
Sep 30, 2025	LPL FINANCIAL LLC	1.35%	4.37M	26.61M	563.93K	+14.82%
Sep 30, 2025	OPPENHEIMER & CO INC	0.04%	114.88K	699.64K	-6.72K	-5.53%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	150.69K	918K	3.01K	+2.04%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.15%	471.77K	2.87M	112.8K	+31.42%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	116.63K	710K	2.65K	+2.32%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	224.54K	1.37M	13.24K	+6.27%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.09%	286.51K	1.74M	-53.35K	-15.70%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	311.71K	1.9M	-7.23K	-2.27%
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.11%	364.16K	2.22M	-532	-0.15%
Sep 30, 2025	UBS GROUP AG	0.11%	364.56K	2.22M	-15.17K	-3.99%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.03%	94.01K	572.52K	1.32K	+1.42%
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.16%	514.18K	3.13M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	211.3K	1.23M	21.54K	+11.35%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.01%	32.54K	189.4K	737	+2.32%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	32.41K	188.6K	-4.3K	-11.71%
Jun 30, 2025	IFG ADVISORY, LLC	0.01%	31.49K	183.25K	3.3K	+11.71%
Jun 30, 2025	SYMPHONY FINANCIAL SERVICES, INC.	0.01%	29.98K	174.47K	234	+0.79%
Jun 30, 2025	CHOREO, LLC	0.03%	92.1K	536.02K	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	89.09K	518.49K	1.14K	+1.30%
Jun 30, 2025	COHEN & STEERS, INC.	0.12%	400K	2.33M	0	0
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.12%	397.43K	2.31M	0	0
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.11%	364.69K	2.12M	4.19K	+1.16%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.1%	339.86K	1.98M	-178.78K	-34.47%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	179.3K	1.04M	-9.55K	-5.06%
Jun 30, 2025	VALLEY BROOK CAPITAL GROUP, INC.	0.04%	115.84K	674.16K	3K	+2.66%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.03%	100.04K	582.26K	-2.01K	-1.97%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	99.27K	588.69K	-2.51K	-2.47%
Jun 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.03%	95.82K	557.67K	-1.36K	-1.40%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	95.53K	556K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	92.77K	540K	-99	-0.11%
Jun 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.03%	88.81K	516.85K	0	0
Jun 30, 2025	LEIGH BALDWIN & CO., LLC	0.03%	86.08K	501.01K	0	0
Jun 30, 2025	CIBC WORLD MARKET INC.	0.02%	81.46K	474.09K	3.51K	+4.51%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	0.02%	81.36K	473.53K	1.15K	+1.43%
Jun 30, 2025	HCR WEALTH ADVISORS	0.02%	75.35K	438.55K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	65.34K	380.27K	14.78K	+29.24%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.02%	64.84K	377.35K	3K	+4.85%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.02%	64.82K	377.26K	-158	-0.24%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.02%	63.1K	367.24K	0	0
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.02%	60.77K	353.68K	-3.7K	-5.74%
Jun 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	57.64K	335.46K	-116	-0.20%
Jun 30, 2025	DARDEN WEALTH GROUP INC	0.02%	57K	331.74K	-5K	-8.06%
Jun 30, 2025		0.03%	105.78K	615.64K	0	0
Jun 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.01%	47.97K	279.21K	1.24K	+2.64%
Jun 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.01%	47.13K	274.29K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.01%	46K	267.72K	-220	-0.48%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.01%	42.03K	244.63K	-44.38K	-51.36%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.03%	114.94K	668.93K	0	0
Jun 30, 2025	WEDBUSH SECURITIES INC	0.03%	113.98K	663K	-7.49K	-6.17%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.03%	92.69K	539.47K	6.14K	+7.10%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	38.91K	226.45K	33.51K	+620.25%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.01%	37.57K	218.68K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	37.45K	217	-1.63K	-4.17%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.01%	32.55K	189.43K	2K	+6.55%
Jun 30, 2025	CORNELL POCHILY INVESTMENT ADVISORS, INC.	0.01%	29.58K	172.16K	29.58K	+100.00%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.01%	28.04K	163.18K	196	+0.70%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	26.87K	156.4K	26.87K	+100.00%
Jun 30, 2025	MIDLAND WEALTH ADVISORS LLC	0.01%	26.75K	155.67K	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.01%	25.77K	149.98K	-1.14K	-4.22%
Jun 30, 2025	MENDEL CAPITAL MANAGEMENT LLC	0.01%	25.64K	149.21K	0	0
Jun 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.01%	24.94K	145.16K	-91	-0.36%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.01%	24.48K	142.44K	135	+0.55%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.01%	24.23K	141.02K	235	+0.98%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	1.88M	10.93M	-13.62K	-0.72%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.38%	1.26M	7.32M	537.97K	+74.69%
Jun 30, 2025	PHILADELPHIA TRUST CO	0.35%	1.14M	6.64M	-3.1K	-0.27%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.26%	841.68K	4.9M	-5.43K	-0.64%
Jun 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.01%	41.22K	239.92K	0	0
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.01%	39.47K	229.7K	0	0
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.01%	39.43K	229.46K	50	+0.13%
Jun 30, 2025	MORGAN STANLEY	0.75%	2.46M	14.34M	39.86K	+1.64%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	601.26K	3.5M	27.66K	+4.82%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	554.38K	3.23M	41.44K	+8.08%
Jun 30, 2025	ROYAL BANK OF CANADA	0.16%	527.69K	3.07M	11.17K	+2.16%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.16%	514.18K	2.99M	0	0
Jun 30, 2025	SCOTIA CAPITAL INC.	0.14%	459.57K	2.67M	1.49K	+0.32%
Jun 30, 2025	LPL FINANCIAL LLC	1.16%	3.8M	22.14M	330.14K	+9.50%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.16%	531.32K	3.09M	23.91K	+4.71%
Jun 30, 2025	CREATIVE PLANNING	0.14%	460.82K	2.68M	116	+0.03%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	457.15K	2.66M	404.11K	+761.91%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	455.91K	2.65M	-1.51K	-0.33%
Jun 30, 2025	UBS GROUP AG	0.12%	379.73K	2.21M	35.82K	+10.42%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.11%	358.97K	2.09M	99.98K	+38.60%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	318.94K	1.86M	68.55K	+27.38%
Jun 30, 2025	CERITY PARTNERS LLC	0.09%	306.89K	1.79M	69.24K	+29.13%
Jun 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.07%	244.84K	1.42M	0	0
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.06%	208.47K	1.21M	-1.12K	-0.53%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	204.7K	1.19M	2.56K	+1.27%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	191.25K	1.11M	1.29K	+0.68%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	147.68K	860K	9.47K	+6.85%
Jun 30, 2025	OPPENHEIMER & CO INC	0.04%	121.61K	707.74K	6.79K	+5.91%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.03%	112.53K	654.94K	-24.24K	-17.72%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	110.74K	644.48K	14.12K	+14.61%
Jun 30, 2025	KERA CAPITAL PARTNERS, INC.	0.03%	105.78K	615.64K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.03%	95.93K	558.3K	-16.72K	-14.84%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	188.85K	1.04M	26.71K	+16.47%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	189.76K	1.05M	15.2K	+8.71%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.07%	209.58K	1.15M	489	+0.23%
Mar 31, 2025	CERITY PARTNERS LLC	0.08%	237.65K	1.31M	-37.56K	-13.65%
Mar 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.08%	244.84K	1.35M	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	250.39K	1.38M	26.97K	+12.07%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.08%	258.99K	1.43M	91.49K	+54.62%
Mar 31, 2025	UBS GROUP AG	0.11%	343.9K	1.89M	-52.24K	-13.19%
Mar 31, 2025	COHEN & STEERS, INC.	0.13%	400K	2.2M	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	573.6K	3.16M	68.16K	+13.48%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.23%	720.31K	3.97M	701.12K	+3,654.14%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	1.89M	10.43M	-11.42K	-0.60%
Mar 31, 2025	MORGAN STANLEY	0.79%	2.42M	13.36M	75.23K	+3.20%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	0.03%	80.21K	441.98K	1.14K	+1.44%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.03%	92.87K	512K	473	+0.51%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.04%	112.64K	620.66K	-21.52K	-16.04%
Mar 31, 2025	VALLEY BROOK CAPITAL GROUP, INC.	0.04%	112.84K	621.72K	14K	+14.16%
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	0.28%	847.11K	4.67M	5.43K	+0.65%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.04%	114.94K	633.3K	0	0
Mar 31, 2025	LEIGH BALDWIN & CO., LLC	0.03%	86.08K	474.32K	0	0
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.03%	86.42K	476.15K	-8.66K	-9.11%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.15%	458.08K	2.52M	-14.57K	-3.08%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.03%	86.55K	476.88K	2.93K	+3.50%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	87.94K	484.57K	2.21K	+2.57%
Mar 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.03%	88.81K	489.32K	62.95K	+243.48%
Mar 31, 2025	CHOREO, LLC	0.03%	92.1K	507.47K	0	0
Mar 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	95.53K	526.39K	0	0
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	96.62K	532.38K	-59.39K	-38.07%
Mar 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.03%	97.18K	535.44K	-182	-0.19%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	101.78K	560.83K	-38.4K	-27.39%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.04%	121.48K	669K	4.69K	+4.01%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.04%	136.77K	753.59K	13.93K	+11.34%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	138.21K	762K	66.77K	+93.47%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	202.14K	1.11M	-2.3K	-1.12%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.03%	77.95K	429.48K	7.46K	+10.59%
Mar 31, 2025	ACCEL WEALTH MANAGEMENT	0.12%	360.51K	1.99M	14.47K	+4.18%
Mar 31, 2025		0.03%	105.78K	582.85K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	507.4K	2.8M	-83.84K	-14.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	512.95K	2.83M	26.98K	+5.55%
Mar 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.17%	514.18K	2.83M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.17%	516.51K	2.85M	-44.48K	-7.93%
Mar 31, 2025	LPL FINANCIAL LLC	1.13%	3.47M	19.15M	-45.79K	-1.30%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.03%	102.05K	562.32K	-290	-0.28%
Mar 31, 2025	OPPENHEIMER & CO INC	0.04%	114.82K	632.64K	40.95K	+55.43%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	189.96K	1.05M	15.27K	+8.74%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	397.43K	2.19M	-20.5K	-4.91%
Mar 31, 2025	CREATIVE PLANNING	0.15%	460.71K	2.54M	14.36K	+3.22%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.17%	518.64K	2.86M	-25.12K	-4.62%
Mar 31, 2025	PHILADELPHIA TRUST CO	0.37%	1.14M	6.31M	-51.25K	-4.29%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.15%	457.42K	2.52M	3.41K	+0.75%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.01%	45.12K	249.08K	-33.62K	-42.69%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.02%	46K	253.92K	0	0
Mar 31, 2024	EUDAIMONIA PARTNERS, LLC	0.02%	50K	276K	0	0
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.02%	53.75K	296.68K	0	0
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.02%	53.85K	297.27K	-2.43K	-4.32%
Mar 31, 2024	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	58.24K	321.46K	-30	-0.05%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.03%	81.88K	452K	1.51K	+1.88%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.02%	75.21K	415.16K	-131.54K	-63.62%
Mar 31, 2024	HCR WEALTH ADVISORS	0.02%	75.35K	415.95K	0	0
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.03%	76.1K	420.09K	2K	+2.70%
Mar 31, 2024	VALLEY BROOK CAPITAL GROUP, INC.	0.03%	76.84K	424.13K	28K	+57.33%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.03%	78.19K	432K	-16.92K	-17.79%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.03%	84.01K	465K	-41.41K	-33.01%
Mar 31, 2024	EVERNEST FINANCIAL ADVISORS, LLC	0.03%	84.86K	442.13K	-4.29K	-4.81%
Mar 31, 2024	IMPRINT WEALTH LLC	0.03%	86.91K	471.93K	86.91K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.03%	93.08K	513.82K	11.54K	+14.15%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.03%	95.53K	527.34K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.03%	105.09K	580.12K	7.34K	+7.51%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.03%	105.29K	581K	30.55K	+40.88%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.04%	108.59K	599.4K	-5.65K	-4.94%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.09%	277.39K	1.53M	43.58K	+18.64%
Mar 31, 2024	ACCEL WEALTH MANAGEMENT	0.1%	295.81K	1.63M	9.95K	+3.48%
Mar 31, 2024	MORGAN STANLEY	0.77%	2.34M	12.89M	220.47K	+10.42%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.04%	115.4K	637.02K	-9.76K	-7.80%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.04%	117.69K	650K	2.67K	+2.32%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	117.78K	639.52K	106K	+900.14%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.04%	117.9K	650.8K	-694	-0.59%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.04%	129.68K	715.81K	129.68K	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	141.17K	779.26K	-17.23K	-10.88%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.06%	195.81K	1.08M	50.22K	+34.49%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.07%	204.16K	1.13M	-7.42K	-3.51%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	212.92K	1.18M	859	+0.41%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	226.55K	1.25M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.09%	262.2K	1.45M	-58.82K	-18.32%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.11%	322.67K	1.78M	22.82K	+7.61%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.14%	427.77K	2.36M	-6.37K	-1.47%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.15%	443.1K	2.45M	-37.32K	-7.77%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.15%	453.96K	2.51M	12.2K	+2.76%
Mar 31, 2024	CREATIVE PLANNING	0.15%	457.51K	2.53M	-76.45K	-14.32%
Mar 31, 2024	MARKS GROUP WEALTH MANAGEMENT, INC	0.15%	464.31K	2.56M	0	0
Mar 31, 2024	LIVE OAK PRIVATE WEALTH LLC	0.17%	514.18K	2.84M	0	0
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.23%	707.98K	3.91M	278.69K	+64.92%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.28%	846.68K	4.67M	0	0
Mar 31, 2024	PHILADELPHIA TRUST CO	0.4%	1.2M	6.62M	-2.18K	-0.18%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.85%	2.57M	14.21M	2.57M	+100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	60.86K	335.97K	9.25K	+17.91%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	70.94K	392K	3.87K	+5.77%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.02%	73.42K	405.27K	73.42K	+100.00%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.04%	115.08K	635.24K	6.28K	+5.77%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	407.61K	2.25M	-11.44K	-2.73%
Mar 31, 2024	UBS GROUP AG	0.14%	419.33K	2.31M	-39.15K	-8.54%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.15%	449.42K	2.48M	414.75K	+1,196.42%
Mar 31, 2024	ROYAL BANK OF CANADA	0.17%	519.23K	2.87M	3.51K	+0.68%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.26%	783.53K	4.33M	-434.47K	-35.67%
Mar 31, 2024	COHEN & STEERS, INC.	0.38%	1.14M	6.31M	240K	+26.56%
Mar 31, 2024	LPL FINANCIAL LLC	0.75%	2.26M	12.45M	64.42K	+2.94%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.27%	846.68K	4.3M	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	51.62K	262.23K	-4.38K	-7.82%
Dec 31, 2023	COHEN & STEERS, INC.	0.29%	903.64K	4.59M	35K	+4.03%
Dec 31, 2023	PHILADELPHIA TRUST CO	0.38%	1.2M	6.1M	-5K	-0.41%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.38%	1.22M	6.19M	-413.2K	-25.33%
Dec 31, 2023	MORGAN STANLEY	0.67%	2.12M	10.75M	11.5K	+0.55%
Dec 31, 2023	LPL FINANCIAL LLC	0.69%	2.19M	11.13M	159.48K	+7.85%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.02%	53.75K	273.03K	6.8K	+14.48%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.02%	56.28K	285.92K	3.3K	+6.23%
Dec 31, 2023	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	58.27K	295.99K	-250	-0.43%
Dec 31, 2023	PECAUT & CO.	0.02%	58.31K	296.23K	-10.62K	-15.41%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.02%	64.91K	329.73K	13.39K	+25.98%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.02%	66.42K	337K	66.42K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	67.07K	341K	-24.98K	-27.13%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.02%	74.1K	376.44K	8.66K	+13.24%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.02%	74.74K	380K	16.62K	+28.60%
Dec 31, 2023	HCR WEALTH ADVISORS	0.02%	75.35K	382.79K	75.35K	+100.00%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.02%	78.74K	400K	78.74K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.03%	80.37K	408K	-7.23K	-8.25%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.03%	81.55K	414.26K	152	+0.19%
Dec 31, 2023	IFP ADVISORS, INC	0.03%	88.34K	448.76K	37.89K	+75.09%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.03%	95.1K	483K	9.7K	+11.36%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.03%	95.53K	485.31K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.03%	97.75K	496.6K	-14.62K	-13.01%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.03%	108.8K	552.72K	-10.31K	-8.65%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.04%	114.23K	580.29K	364	+0.32%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.04%	115.01K	584K	-12.41K	-9.74%
Dec 31, 2023	GOLDEN STATE EQUITY PARTNERS	0.04%	115.49K	586.68K	2.22K	+1.96%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.04%	118.59K	602.45K	-12.92K	-9.82%
Dec 31, 2023	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.04%	125.16K	635.81K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.04%	125.42K	636K	-2.4K	-1.88%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.05%	145.59K	739.58K	1.61K	+1.11%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	158.41K	804.7K	-44.76K	-22.03%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.07%	206.75K	1.05M	206.75K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.07%	211.57K	1.07M	480	+0.23%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	212.06K	1.08M	16.68K	+8.54%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	226.55K	1.15M	69.54K	+44.29%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.07%	233.81K	1.19M	96.16K	+69.86%
Dec 31, 2023	ACCEL WEALTH MANAGEMENT	0.09%	285.86K	1.45M	-6.53K	-2.23%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.09%	299.85K	1.52M	11.85K	+4.11%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.1%	321.01K	1.63M	-132.24K	-29.18%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.13%	419.05K	2.13M	-112.96K	-21.23%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.14%	429.28K	2.18M	429.28K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.14%	434.14K	2.21M	-20.69K	-4.55%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.14%	441.76K	2.24M	22.23K	+5.30%
Dec 31, 2023	UBS GROUP AG	0.14%	458.49K	2.33M	9.15K	+2.04%
Dec 31, 2023	MARKS GROUP WEALTH MANAGEMENT, INC	0.15%	464.31K	2.36M	0	0
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.15%	480.41K	2.44M	480.41K	+100.00%
Dec 31, 2023	LIVE OAK PRIVATE WEALTH LLC	0.16%	514.18K	2.61M	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	515.72K	2.62M	-33.34K	-6.07%
Dec 31, 2023	CREATIVE PLANNING	0.17%	533.96K	2.71M	-123.39K	-18.77%

Insiders

Among the GAB insiders holding of 0.63% of the stake in company, GABELLI MARIO J, Control Person of Adviser, holds the largest shares of 841.68K. HEITMANN WILLIAM F, director, is the second largest GAB insider with ownership of 108.14K shares. BRATTER THOMAS E, director, stands third with possession of 48.48K shares of that stake.

Insiders	Designation	Shares Held
GABELLI MARIO J	Control Person of Adviser	841.68K
HEITMANN WILLIAM F	director	108.14K
BRATTER THOMAS E	director	48.48K
ZIZZA SALVATORE J	director	16.47K
PUSTORINO ANTHONY R	director	12.56K
FERRARA ARTHUR V	director	6.14K
COLAVITA ANTHONY J	director	3.7K
NAKAMURA KUNI	director	3K
CONN JAMES P	director	1.1K
MULLADY AGNES	director	150
BALL JOHN CHESTER	President & Treasurer	47
BANK OF AMERICA CORP /DE/	10 percent owner	0
ALPERT BRUCE N	President	0
CITIGROUP INC	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 25, 2024	GABELLI MARIO J	SALE	5.73	5K	28.66K	841.68K
Feb 22, 2024	BALL JOHN CHESTER	PURCHASE	5.33	47	250.75	47
Feb 17, 2022	MULLADY AGNES	PURCHASE	6.95	150	1.04K	150
Jan 31, 2022	ALPERT BRUCE N	OTHER	25.00	4K	100K	0
Dec 17, 2021	GABELLI MARIO J	PURCHASE	100.00	20K	2M	20K
Dec 17, 2021	NAKAMURA KUNI	PURCHASE	100.00	3K	300K	3K
Jul 21, 2021	ZIZZA SALVATORE J	OTHER	5.50	3.55K	19.5K	16.47K
Jul 21, 2021	GABELLI MARIO J	OTHER	5.50	6.97K	38.32K	76.64K
Jul 21, 2021	ALPERT BRUCE N	OTHER	5.50	522	2.87K	2.42K
Jul 21, 2021	HEITMANN WILLIAM F	OTHER	5.50	17.69K	97.32K	108.14K
Jul 21, 2021	CONN JAMES P	OTHER	5.50	100	550	1.1K
Jul 21, 2021	NAKAMURA KUNI	OTHER	5.50	542	2.98K	6.08K
May 20, 2021	ALPERT BRUCE N		25.68	104	2.67K	104
Dec 26, 2019	ALPERT BRUCE N	OTHER	25.00	2.61K	65.25K	0
Dec 16, 2019	ALPERT BRUCE N	PURCHASE	25.00	400	10K	400
Sep 03, 2019	ALPERT BRUCE N	SALE	25.32	900	22.79K	4K
Aug 27, 2019	CONN JAMES P	SALE	5.98	53.68K	320.84K	1K
Aug 26, 2019	CONN JAMES P	SALE	6.01	5K	30.05K	54.68K
Aug 23, 2019	CONN JAMES P	SALE	5.97	24K	143.31K	59.68K
Aug 15, 2019	ALPERT BRUCE N	SALE	25.15	2.39K	60.08K	5K
Jul 10, 2019	ALPERT BRUCE N	SALE	25.03	391	9.79K	5.89K
May 07, 2019	ALPERT BRUCE N	SALE	24.70	573	14.15K	6.28K
Dec 28, 2018	ZIZZA SALVATORE J	SALE	22.73	3.84K	87.2K	0
Dec 21, 2017	CONN JAMES P	OTHER	5.50	16.66K	91.61K	83.68K
Dec 21, 2017	ZIZZA SALVATORE J	OTHER	5.50	3K	16.51K	17K
Dec 21, 2017	HEITMANN WILLIAM F	OTHER	5.50	7.59K	41.73K	60.7K
Dec 21, 2017	FERRARA ARTHUR V	OTHER	5.50	768	4.22K	6.14K
Dec 21, 2017	COLAVITA ANTHONY J	OTHER	5.50	463	2.55K	3.7K
Dec 21, 2017	ALPERT BRUCE N	OTHER	5.50	687	3.78K	1.89K
Dec 21, 2017	GABELLI MARIO J	OTHER	5.50	118.45K	651.47K	769.71K
Nov 06, 2017	ALPERT BRUCE N	SALE	25.20	200	5.04K	6.85K
Jul 20, 2017	ALPERT BRUCE N	SALE	24.98	3.51K	87.75K	5K
Jul 19, 2017	ALPERT BRUCE N	SALE	24.98	300	7.49K	8.51K
Jul 18, 2017	ALPERT BRUCE N	SALE	24.94	354	8.83K	7.39K
Jul 14, 2017	ALPERT BRUCE N	SALE	24.98	350	8.74K	7.85K
Jul 12, 2017	ALPERT BRUCE N	SALE	24.98	700	17.49K	8.81K
Jul 11, 2017	ALPERT BRUCE N	SALE	24.95	1.3K	32.44K	7.74K
Jun 27, 2017	ALPERT BRUCE N	SALE	25.01	488	12.2K	10.51K
Jun 20, 2017	ALPERT BRUCE N	SALE	24.98	509	12.71K	9.04K
Jun 19, 2017	ALPERT BRUCE N	SALE	24.96	348	8.69K	9.55K
Jun 15, 2017	ALPERT BRUCE N	SALE	24.90	1K	24.9K	0
May 25, 2016	NAKAMURA KUNI	PURCHASE	6.31	3.96K	24.98K	3.96K
Mar 31, 2016	ALPERT BRUCE N	PURCHASE	25.00	4K	100K	4K
Nov 13, 2015	CITIGROUP INC	SALE	74.38	3.7K	275.34K	0
Dec 09, 2014	GABELLI MARIO J	SALE	6.82	20K	136.48K	651.26K
Oct 27, 2014	COLAVITA ANTHONY J	OTHER	5.75	405	2.33K	3.24K
Oct 27, 2014	CONN JAMES P	OTHER	5.75	8.38K	48.17K	67.02K
Oct 27, 2014	ZIZZA SALVATORE J	OTHER	5.75	3.11K	17.89K	14K
Oct 27, 2014	PUSTORINO ANTHONY R	OTHER	5.75	1.57K	9.03K	12.56K
Oct 27, 2014	FERRARA ARTHUR V	OTHER	5.75	672	3.86K	5.37K
Oct 27, 2014	ALPERT BRUCE N	OTHER	5.75	414	2.38K	1.21K
Oct 27, 2014	GABELLI MARIO J	OTHER	5.75	135.42K	778.69K	1.08M
Oct 27, 2014	HEITMANN WILLIAM F	OTHER	5.75	4.75K	27.31K	38K
Sep 03, 2014	HEITMANN WILLIAM F	PURCHASE	7.53	33.25K	250.28K	33.25K
Jul 22, 2014	GABELLI MARIO J	SALE	22.85	800	18.28K	29K
Aug 20, 2013	GABELLI MARIO J	SALE	21.47	2K	42.94K	29.8K
Aug 19, 2013	GABELLI MARIO J	SALE	21.61	1.7K	36.73K	31.8K
Aug 16, 2013	GABELLI MARIO J	SALE	21.94	1.5K	32.91K	33.5K
Aug 15, 2013	GABELLI MARIO J	SALE	22.23	1.5K	33.35K	35K
Aug 14, 2013	GABELLI MARIO J	SALE	22.57	1.5K	33.85K	36.5K
Aug 13, 2013	GABELLI MARIO J	SALE	22.70	1.5K	34.05K	38K
Aug 12, 2013	GABELLI MARIO J	SALE	23.36	1.5K	35.04K	39.5K
Aug 09, 2013	GABELLI MARIO J	SALE	23.43	1.5K	35.15K	41K
Aug 08, 2013	GABELLI MARIO J	SALE	23.49	1.5K	35.23K	42.5K
Aug 07, 2013	GABELLI MARIO J	SALE	23.57	1.5K	35.35K	44K
Aug 06, 2013	GABELLI MARIO J	SALE	23.75	1.5K	35.62K	45.5K
Aug 05, 2013	GABELLI MARIO J	SALE	23.91	1.5K	35.86K	47K
Aug 02, 2013	GABELLI MARIO J	SALE	23.97	1.5K	35.95K	48.5K
Mar 15, 2013	ZIZZA SALVATORE J	PURCHASE	25.80	700	18.06K	3.84K
Mar 12, 2013	ZIZZA SALVATORE J	PURCHASE	25.90	300	7.77K	3.14K
Mar 11, 2013	ZIZZA SALVATORE J	PURCHASE	25.90	1K	25.9K	2.84K
Mar 04, 2013	ZIZZA SALVATORE J	PURCHASE	25.99	1.84K	47.71K	1.84K
Nov 08, 2012	ALPERT BRUCE N		25.00	469	11.73K	0
Sep 28, 2012	ALPERT BRUCE N	PURCHASE	25.00	10K	250K	10K
Sep 26, 2012	ALPERT BRUCE N		25.00	331	8.28K	469
Aug 09, 2012	GABELLI MARIO J		25.00	50K	1.25M	50K
Aug 03, 2012	ALPERT BRUCE N		25.00	2K	50K	10K
Jul 23, 2012	GABELLI MARIO J	PURCHASE	0.02	50K	955	50K
Jul 17, 2012	FERRARA ARTHUR V	PURCHASE	5.45	4.5K	24.53K	4.7K
Apr 29, 2011	BRATTER THOMAS E	SALE	6.19	225	1.39K	48.48K
Apr 26, 2011	BRATTER THOMAS E	SALE	6.17	700	4.32K	48.71K
Mar 30, 2011	BANK OF AMERICA CORP /DE/	SALE	6.12	1.84K	11.27K	0
Jan 24, 2011	BANK OF AMERICA CORP /DE/	SALE	5.94	900	5.35K	0
Jan 14, 2011	BANK OF AMERICA CORP /DE/	SALE	5.95	200	1.19K	0
Dec 13, 2010	BANK OF AMERICA CORP /DE/	SALE	5.69	400	2.28K	0
Dec 06, 2010	BANK OF AMERICA CORP /DE/	SALE	5.62	4.8K	26.98K	0
Dec 03, 2010	BANK OF AMERICA CORP /DE/	PURCHASE	5.63	1.55K	8.7K	2
Apr 29, 2010	BANK OF AMERICA CORP /DE/	SALE	5.34	1K	5.34K	0
Apr 05, 2010	BANK OF AMERICA CORP /DE/	SALE	5.17	1K	5.17K	0
Jan 11, 2010	BANK OF AMERICA CORP /DE/	SALE	5.16	1	5.16	0
Oct 15, 2009	BANK OF AMERICA CORP /DE/	SALE	5.13	1	5.13	0
Aug 25, 2009	BANK OF AMERICA CORP /DE/	SALE	24.92	100	2.49K	0
Aug 24, 2009	BANK OF AMERICA CORP /DE/	SALE	25.25	70	1.77K	0
Jan 21, 2009	ALPERT BRUCE N	PURCHASE	22.66	4K	90.64K	6K
May 27, 2008	FERRARA ARTHUR V	PURCHASE	8.83	200	1.77K	200
Dec 04, 2007	ALPERT BRUCE N	SALE	23.50	1.1K	25.85K	2.61K
Nov 30, 2007	ALPERT BRUCE N	SALE	23.35	300	7.01K	3.71K
Jun 29, 2007	GABELLI MARIO J	SALE	9.91	5.7K	56.49K	632.84K
Jun 07, 2007	GABELLI MARIO J	SALE	10.28	3.5K	35.98K	638.54K
Jun 01, 2007	GABELLI MARIO J	SALE	10.36	2K	20.72K	642.04K
May 31, 2007	GABELLI MARIO J	SALE	10.32	11.6K	119.71K	644.04K
May 29, 2007	GABELLI MARIO J	SALE	10.28	10.4K	106.96K	657.64K

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