How many institutions own GOF 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 GOF shares is 219, representing 21.19% of the company's common stock.

Who are the major shareholders selling Guggenheim Strategic Opportunities Fund stock?

TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, in the last quarter, reduced its stake in GOF by -7.95% restricting it's holding to 158.02 thousand shares of worth nearly $1.73M. TRUIST FINANCIAL CORP also lessened -15.62% of the GOF shares from its portfolio, reducing its holding to 476.32 thousand shares of worth $5.20M. LOGAN STONE CAPITAL, LLC also shunned GOF shares holding by -7.26% last quarter which brought its holding to 1.2 million shares worth $13.16M.

Investors who are buying GOF stock?

As per its latest 13F filing, NEWEDGE ADVISORS, LLC increased its stake in GOF by 3.2% in the last quarter. The institutional holder raised its holding to 130.87 thousand shares having worth more than $1.43M. SMITH ASSET MANAGEMENT CO., LLC also added 0.74% more shares of GOF to its portfolio, raising its holding to 140.01 thousand shares of worth $1.53M. KESTRA ADVISORY SERVICES, LLC also increased its GOF shares holding by 4.41% which brought its holding to 140.26 thousand shares worth $1.53M.

GOF's major insiders: who are they?

The insider with the most stakes in GOF is Oliverius Maynard F. , director at the company. Additionally, GOF stock is highly held by Trustee LYDON THOMAS F JR and director TOUPIN RONALD E JR among others.

Did an insider recently sell GOF stock?

Company executives, directors, and other insiders own N/A percent of Guggenheim Strategic Opportunities Fund's stock. Within the last six months, there have been 0 transaction(s) in which GOF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BARNES RANDALL C, BROCK-KYLE ANGELA, and TOUPIN RONALD E JR.

Which insider recently purchased GOF stock?

There have been 2 transaction(s) during the past 6-months in which Guggenheim Strategic Opportunities Fund insiders have bought stock, totalling 8710 shares

How much of GOF does insiders own?

Around 8.71K Guggenheim Strategic Opportunities Fund shares are held by insiders, which represents about N/A of GOF stock.

Who is the insider with the largest stake?

GOF director, Oliverius Maynard F. holds the largest portfolio of the company's shares. GOF shares owned by Oliverius total nearly 14.25 thousand.

Which institution holds the most shares in GOF?

NEWEDGE ADVISORS, LLC is the largest institutional owner in GOF which holds 130.87 thousand shares worth $1.43M or 0.06% of the total GOF shares outstanding followed by SMITH ASSET MANAGEMENT CO., LLC with ownership of 140.01 thousand shares representing 0.07% of the GOF ownership. KESTRA ADVISORY SERVICES, LLC is the third largest stakeholder with 140.26 thousand shares or 0.07% of the ownership worth more than $1.53M.

Is Guggenheim Strategic Opportunities Fund stock optionable?

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

Is there a short position on GOF's shares?

Number of GOF 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 GOF shares are there?

As of today, null shares of GOF are outstanding.

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

GOF 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 GOF is null.

Guggenheim Strategic Opportunities Fund (GOF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

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

Major Holders Summary

N/A Percentage of Shares held by All Insiders

21.19% Percentage of Shares held by All Institutions

21.19% Percentage of Float held by Institutions

219

Number of Institutions Holding Shares

Institutional Ownership

About 21.19% of GOF shares are held by financial institutions. NEWEDGE ADVISORS, LLC is the top corporate investor, holding 130.87K shares valued at $1.43M. A 0.06% stake in Guggenheim Strategic Opportunities Fund is owned by the company. SMITH ASSET MANAGEMENT CO., LLC owns 140.01K shares valued at $1.53M, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	130.87K	1.43M	4.05K	+3.20%
Jun 30, 2026	SMITH ASSET MANAGEMENT CO., LLC	0.07%	140.01K	1.53M	1.03K	+0.74%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	140.26K	1.53M	5.92K	+4.41%
Jun 30, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.07%	145.3K	1.59M	7.35K	+5.33%
Jun 30, 2026	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.08%	158.02K	1.73M	-13.66K	-7.95%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.15%	328.86K	3.59M	326.86K	+16,367.70%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.19%	423.64K	4.63M	3.38K	+0.80%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.21%	476.32K	5.2M	-88.14K	-15.62%
Jun 30, 2026	PETRA FINANCIAL ADVISORS INC	0.21%	476.91K	5.21M	7.53K	+1.60%
Jun 30, 2026	ADVISORY SOLUTIONS GROUP, LLC	0.21%	472.13K	5.16M	472.13K	+100.00%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.42%	948.82K	10.36M	2K	+0.21%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.43%	955.32K	10.43M	176.02K	+22.59%
Jun 30, 2026	LOGAN STONE CAPITAL, LLC	0.54%	1.2M	13.16M	-94.27K	-7.26%
Jun 30, 2026	SIGNIFICANT WEALTH PARTNERS LLC	0.07%	160.92K	1.76M	2.75K	+1.74%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	164.03K	1.79M	-9.55K	-5.50%
Jun 30, 2026	HARPSWELL CAPITAL ADVISORS, LLC	0.14%	304.09K	3.32M	-23.52K	-7.18%
Jun 30, 2026	XTX TOPCO LTD	0.08%	176.41K	1.93M	-101.69K	-36.57%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.08%	182.72K	2M	3.34K	+1.86%
Jun 30, 2026	MARKS GROUP WEALTH MANAGEMENT, INC	0.09%	190.2K	2.08M	0	0
Jun 30, 2026	WEDBUSH SECURITIES INC	0.09%	192.14K	2.1M	6.75K	+3.64%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	196.5K	2.15M	9.14K	+4.88%
Jun 30, 2026	BLACKROCK, INC.	0.1%	221.19K	2.42M	0	0
Jun 30, 2026		0.13%	252.39K	2.76M	252.39K	+100.00%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.12%	260.79K	2.85M	71.79K	+37.99%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.12%	269.99K	2.95M	17.08K	+6.75%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.13%	298.69K	3.26M	29.79K	+11.08%
Jun 30, 2026	COHEN & STEERS, INC.	0.56%	1.26M	13.72M	35K	+2.86%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.6%	1.34M	14.58M	268.13K	+25.13%
Jun 30, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.6%	1.34M	14.6M	321.28K	+31.64%
Jun 30, 2026	ROYAL BANK OF CANADA	0.65%	1.46M	15.89M	309.58K	+27.02%
Jun 30, 2026	INVESCO LTD.	0.7%	1.57M	17.13M	111.03K	+7.62%
Jun 30, 2026	KERA CAPITAL PARTNERS, INC.	0.8%	1.79M	19.52M	1.75M	+4,579.38%
Jun 30, 2026	VERUS CAPITAL PARTNERS, LLC	1.08%	2.4M	26.23M	-75.09K	-3.03%
Jun 30, 2026	LPL FINANCIAL LLC	1.1%	2.45M	26.74M	-69.11K	-2.75%
Jun 30, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.19%	2.67M	29.12M	778.1K	+41.21%
Jun 30, 2026	MORGAN STANLEY	3.06%	6.85M	74.76M	-1.29M	-15.87%
Jun 30, 2026	IMC-CHICAGO, LLC	0.1%	217.87K	2.38M	217.87K	+100.00%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.1%	224.43K	2.45M	4.9K	+2.23%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.1%	224.43K	2.45M	-834	-0.37%
Jun 30, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.1%	225.08K	2.46M	23.73K	+11.78%
Jun 30, 2026	GRIDIRON PARTNERS, LLC	0.1%	226.48K	2.47M	226.48K	+100.00%
Jun 30, 2026	RICHMOND BROTHERS, INC.	0.11%	247.15K	2.7M	-11.25K	-4.36%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.11%	252.89K	2.76M	1.78K	+0.71%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	253.26K	2.77M	13.58K	+5.66%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.14%	277.4K	3.03M	3.58K	+1.31%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.28%	627.83K	6.86M	24.5K	+4.06%
Jun 30, 2026	SECURE ASSET MANAGEMENT, LLC	0.28%	631.46K	6.9M	8.01K	+1.29%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.42%	936.55K	10.23M	94.54K	+11.23%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.07%	166.36K	1.82M	166.36K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	166.93K	1.82M	9.54K	+6.06%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.15%	328.44K	3.59M	81.7K	+33.11%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.7%	1.56M	17.07M	311.51K	+24.89%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.78%	1.73M	18.94M	266.77K	+18.17%
Jun 30, 2026	UBS GROUP AG	0.93%	2.07M	22.62M	153.82K	+8.02%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	108.58K	1.19M	9.91K	+10.04%
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	117.4K	1.28M	-2.54K	-2.12%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	118.7K	1.3M	7.86K	+7.09%
Jun 30, 2026	ESTATE PLANNERS GROUP, LLC	1.1%	2.46M	26.92M	94.18K	+3.97%
Jun 30, 2026	INTEGRITY ADVISORY SOLUTIONS, LLC	0.11%	252.39K	2.76M	252.39K	+100.00%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.14%	273.82K	3.02M	33.3K	+13.85%
Mar 31, 2026	XTX TOPCO LTD	0.14%	278.1K	3.06M	108.01K	+63.50%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.21%	420.26K	4.63M	13.96K	+3.44%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.11%	225.27K	2.48M	-22.21K	-8.97%
Mar 31, 2026	ILLUMINE INVESTMENT MANAGEMENT, LLC	0.11%	227.56K	2.51M	333	+0.15%
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.16%	316.81K	3.49M	10.07K	+3.28%
Mar 31, 2026		0.16%	327.62K	3.61M	128.69K	+64.70%
Mar 31, 2026	VERUS CAPITAL PARTNERS, LLC	1.23%	2.48M	27.3M	152.72K	+6.57%
Mar 31, 2026	PETRA FINANCIAL ADVISORS INC	0.23%	469.38K	5.17M	11.06K	+2.41%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.42%	842.01K	9.28M	46.79K	+5.88%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	119.93K	1.32M	3.31K	+2.84%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.94%	1.89M	20.81M	1.08M	+132.64%
Mar 31, 2026	UBS GROUP AG	0.95%	1.92M	21.13M	224.95K	+13.29%
Mar 31, 2026	LPL FINANCIAL LLC	1.25%	2.52M	27.74M	-34.63K	-1.36%
Mar 31, 2026	MORGAN STANLEY	4.03%	8.14M	89.67M	1.12M	+15.91%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.28%	564.46K	6.22M	-202.48K	-26.40%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.3%	603.34K	6.65M	145.5K	+31.78%
Mar 31, 2026	SECURE ASSET MANAGEMENT, LLC	0.31%	623.44K	6.87M	77.9K	+14.28%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.39%	779.29K	8.59M	48.22K	+6.60%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.47%	946.82K	10.43M	47.65K	+5.30%
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.5%	1.02M	11.19M	88.16K	+9.51%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.53%	1.07M	11.76M	113.49K	+11.90%
Mar 31, 2026	ROYAL BANK OF CANADA	0.57%	1.15M	12.63M	163.62K	+16.66%
Mar 31, 2026	COHEN & STEERS, INC.	0.61%	1.22M	13.46M	450K	+58.31%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.1%	205.51K	2.26M	-17.04K	-7.66%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.11%	219.54K	2.42M	-27.94K	-11.29%
Mar 31, 2026	CHOREO, LLC	0.03%	65.66K	723.62K	8.6K	+15.06%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.03%	69K	760.37K	-352.72K	-83.64%
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.03%	69.3K	763.67K	332	+0.48%
Mar 31, 2026	UMB BANK, N.A.	0.03%	70.04K	771.82K	0	0
Mar 31, 2026	KOVACK ADVISORS, INC.	0.04%	72.51K	799.82K	4.09K	+5.97%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.04%	80.69K	889.24K	1.03K	+1.30%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.04%	84.09K	926.79K	66.06K	+366.50%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	88.68K	977K	11.88K	+15.47%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	98.68K	1.09M	14.1K	+16.67%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.05%	107.79K	1.19M	12.67K	+13.32%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	110.84K	1.22M	-6.9K	-5.86%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.62%	1.25M	13.79M	-9.74K	-0.77%
Mar 31, 2026	LOGAN STONE CAPITAL, LLC	0.64%	1.3M	14.32M	308.63K	+31.16%
Mar 31, 2026	INVESCO LTD.	0.72%	1.46M	16.06M	134.81K	+10.19%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.73%	1.47M	16.18M	-28.47K	-1.90%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	134.34K	1.48M	-16.62K	-11.01%
Mar 31, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.07%	137.95K	1.52M	-4.15K	-2.92%
Mar 31, 2026	SMITH ASSET MANAGEMENT CO., LLC	0.07%	138.98K	1.53M	15.92K	+12.94%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	157.39K	1.73M	-12.09K	-7.13%
Mar 31, 2026	SIGNIFICANT WEALTH PARTNERS LLC	0.08%	158.18K	1.74M	158.18K	+100.00%
Mar 31, 2026	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.09%	171.68K	1.89M	20.29K	+13.41%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	173.58K	1.91M	-24.44K	-12.34%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.09%	179.38K	1.98M	17.75K	+10.98%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.09%	185.39K	2.04M	-6.22K	-3.24%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	187.37K	2.07M	33.09K	+21.45%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.09%	188.99K	2.08M	19.39K	+11.43%
Mar 31, 2026	MARKS GROUP WEALTH MANAGEMENT, INC	0.09%	190.2K	2.1M	-6.07K	-3.09%
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.1%	201.36K	2.22M	-21.26K	-9.55%
Mar 31, 2026	BLACKROCK, INC.	0.11%	221.19K	2.44M	-1.4M	-86.36%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.12%	239.68K	2.64M	-1.6K	-0.66%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.12%	246.74K	2.72M	-40.82K	-14.19%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.12%	251.11K	2.77M	113.86K	+82.96%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.13%	252.91K	2.79M	8.21K	+3.36%
Mar 31, 2026	RICHMOND BROTHERS, INC.	0.13%	258.41K	2.85M	17.86K	+7.42%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.13%	268.9K	2.96M	-64.47K	-19.34%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.07%	137.25K	1.77M	106.13K	+341.12%
Dec 31, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.07%	107.6K	1.39M	-10.46K	-8.86%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.12%	240.52K	3.1M	4.29K	+1.82%
Dec 31, 2025	RICHMOND BROTHERS, INC.	0.12%	240.55K	3.1M	11.22K	+4.89%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	241.28K	3.11M	109.11K	+82.54%
Dec 31, 2025	ROYAL BANK OF CANADA	0.49%	982.21K	12.65M	220.96K	+29.03%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	198.02K	2.55M	11.63K	+6.24%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.11%	222.55K	2.87M	146.6K	+193.05%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.12%	247.48K	3.19M	18.18K	+7.93%
Dec 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.07%	142.09K	1.83M	-20.18K	-12.44%
Dec 31, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.08%	151.39K	1.95M	9.53K	+6.72%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	154.28K	1.99M	-137.34K	-47.10%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.08%	161.63K	2.08M	60.23K	+59.40%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	169.48K	2.18M	-61.98K	-26.78%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.08%	169.6K	2.18M	16.04K	+10.45%
Dec 31, 2025	XTX TOPCO LTD	0.08%	170.09K	2.19M	170.09K	+100.00%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.08%	132.57K	1.71M	132.57K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.09%	191.61K	2.47M	12.65K	+7.07%
Dec 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.1%	196.26K	2.53M	0	0
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.18%	287.56K	3.7M	13.65K	+4.99%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.2%	306.74K	3.95M	280.02K	+1,047.86%
Dec 31, 2025	KERA CAPITAL PARTNERS, INC.	0.23%	362.8K	4.64M	362.8K	+100.00%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.49%	990.48K	12.76M	990.48K	+100.00%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.06%	123.06K	1.59M	21.19K	+20.80%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.17%	333.37K	4.29M	23.8K	+7.69%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.07%	109.84K	1.41M	109.84K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.66%	1.32M	17.04M	1.32M	+100.00%
Dec 31, 2025		0.1%	198.92K	2.56M	198.92K	+100.00%
Dec 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.11%	222.62K	2.87M	6.72K	+3.11%
Dec 31, 2025	ILLUMINE INVESTMENT MANAGEMENT, LLC	0.11%	227.22K	2.93M	1.35K	+0.60%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	244.7K	3.15M	55.6K	+29.40%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.12%	247.48K	3.19M	18.18K	+7.93%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.06%	95.12K	1.23M	1.06K	+1.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.23%	457.84K	5.9M	-46.53K	-9.23%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	731.07K	9.42M	24.1K	+3.41%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.4%	811.69K	10.45M	811.69K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	953.44K	12.28M	1.75K	+0.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.62%	1.26M	16.24M	57.11K	+4.74%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	406.31K	5.23M	36.85K	+9.97%
Dec 31, 2025	JANE STREET GROUP, LLC	0.24%	368.34K	4.74M	281.48K	+324.07%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.27%	421.72K	5.43M	-19.78K	-4.48%
Dec 31, 2025	PETRA FINANCIAL ADVISORS INC	0.29%	458.32K	5.9M	2.49K	+0.55%
Dec 31, 2025	SECURE ASSET MANAGEMENT, LLC	0.35%	545.54K	7.03M	73.04K	+15.46%
Dec 31, 2025	COHEN & STEERS, INC.	0.38%	771.79K	9.94M	435K	+129.16%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	90.27K	1.16M	-51.77K	-36.45%
Dec 31, 2025	IFG ADVISORY, LLC	0.05%	95.34K	1.23M	-2.7K	-2.76%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	76.8K	985K	-3.69K	-4.59%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.05%	79.66K	1.03M	-2.39K	-2.91%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	84.58K	1.09M	3.68K	+4.55%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	116.62K	1.5M	117	+0.10%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	117.74K	1.52M	-15.85K	-11.87%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	150.96K	1.94M	22.38K	+17.41%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.39%	795.22K	10.24M	-36.2K	-4.35%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.45%	899.17K	11.58M	79.12K	+9.65%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.46%	927.25K	11.94M	927.25K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.49%	766.94K	9.88M	342.46K	+80.68%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	1.5M	19.27M	699.68K	+87.81%
Dec 31, 2025	BLACKROCK, INC.	0.8%	1.62M	20.88M	1.61M	+10,425.43%
Dec 31, 2025	UBS GROUP AG	0.84%	1.69M	21.8M	111.06K	+7.02%
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	1.15%	2.33M	29.97M	55.13K	+2.43%
Dec 31, 2025	LPL FINANCIAL LLC	1.26%	2.55M	32.87M	151.73K	+6.32%
Dec 31, 2025	MORGAN STANLEY	3.48%	7.02M	90.42M	-1.14M	-13.93%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.04%	55.68K	834.03K	3.32K	+6.34%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.53%	831.42K	12.45M	30.12K	+3.76%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.77%	1.2M	18.04M	524.87K	+77.29%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.53%	820.05K	12.28M	79.4K	+10.72%
Sep 30, 2025	UBS GROUP AG	1.01%	1.58M	23.69M	58.33K	+3.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.32%	504.37K	7.56M	-46.64K	-8.47%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.27%	424.48K	6.36M	108.16K	+34.19%
Sep 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.13%	196.26K	2.94M	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	128.58K	1.93M	-123	-0.10%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.07%	106.61K	1.6M	22.86K	+27.30%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.07%	101.87K	1.53M	31.16K	+44.06%
Sep 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.09%	141.86K	2.13M	141.86K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	133.6K	2M	3.66K	+2.81%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	80.9K	1.21M	3.37K	+4.35%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	80.49K	1.21M	80.49K	+100.00%
Sep 30, 2025	SIGMA PLANNING CORP	0.05%	78.86K	1.18M	2.07K	+2.69%
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.05%	73.64K	975.76K	-7.24K	-8.96%
Sep 30, 2025	UMB BANK, N.A.	0.04%	70.04K	1.05M	0	0
Sep 30, 2025	CHOREO, LLC	0.04%	69.3K	1.04M	0	0
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.04%	61.22K	917.07K	6.02K	+10.90%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	59.24K	887.42K	203	+0.34%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.04%	54.88K	822.11K	11.57K	+26.71%
Sep 30, 2025	OPPENHEIMER & CO INC	0.03%	54.32K	813.74K	3.61K	+7.12%
Sep 30, 2025	PARISI GRAY WEALTH MANAGEMENT	0.03%	50.23K	752.5K	-742	-1.46%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.03%	48.88K	732.29K	-7.39K	-13.12%
Sep 30, 2025	PRESPER FINANCIAL ARCHITECTS, LLC	0.03%	48.28K	723.2K	-2.27K	-4.49%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	189.1K	2.83M	-10.78K	-5.39%
Sep 30, 2025	SECURE ASSET MANAGEMENT, LLC	0.3%	472.5K	7.12M	38.85K	+8.96%
Sep 30, 2025	PETRA FINANCIAL ADVISORS INC	0.29%	455.83K	6.83M	10.77K	+2.42%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.28%	441.5K	6.61M	16.66K	+3.92%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.2%	309.57K	4.64M	309.57K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	291.62K	4.37M	55.45K	+23.48%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.18%	273.9K	4.1M	158.48K	+137.31%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.15%	229.3K	3.43M	229.3K	+100.00%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.15%	229.3K	3.43M	229.3K	+100.00%
Sep 30, 2025	ILLUMINE INVESTMENT MANAGEMENT, LLC	0.14%	225.88K	3.38M	9.04K	+4.17%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.14%	215.9K	3.23M	-11.35K	-4.99%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.13%	202.33K	3.03M	-20.4K	-9.16%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.11%	178.96K	2.68M	2.04K	+1.15%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.09%	142.04K	2.13M	-7.29K	-4.88%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.15%	236.23K	3.54M	28.55K	+13.75%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	231.47K	3.47M	-69.14K	-23.00%
Sep 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.1%	162.27K	2.43M	69.62K	+75.15%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.1%	153.56K	2.3M	8.1K	+5.57%
Sep 30, 2025	LPL FINANCIAL LLC	1.54%	2.4M	35.96M	348.88K	+17.00%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	1.46%	2.27M	34.03M	394.18K	+21.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.61%	951.69K	14.21M	180.8K	+23.45%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	796.77K	11.94M	66.02K	+9.03%
Sep 30, 2025	ROYAL BANK OF CANADA	0.49%	761.25K	11.4M	102.12K	+15.49%
Sep 30, 2025	COHEN & STEERS, INC.	0.22%	336.79K	5.05M	-10K	-2.88%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	118.17K	1.77M	10.42K	+9.67%
Sep 30, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.08%	118.06K	1.77M	-112.03K	-48.69%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.07%	116.5K	1.75M	4.33K	+3.86%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.07%	101.4K	1.52M	101.4K	+100.00%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.06%	100.59K	1.51M	22.07K	+28.11%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.12%	186.39K	2.79M	44.94K	+31.77%
Sep 30, 2025	IFG ADVISORY, LLC	0.06%	98.05K	1.47M	8.35K	+9.31%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	0.06%	94.77K	149.8K	84.77K	+847.65%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.06%	94.06K	1.3M	1.53K	+1.65%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	706.97K	10.59M	-251.4K	-26.23%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	369.46K	5.54M	85.74K	+30.22%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	132.18K	1.98M	29.68K	+28.95%
Sep 30, 2025	MORGAN STANLEY	5.23%	8.16M	122.18M	858.87K	+11.77%
Sep 30, 2025	JANE STREET GROUP, LLC	0.06%	86.86K	1.3B	86.86K	+100.00%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.05%	82.05K	1.23M	8.34K	+11.32%
Sep 30, 2025	RICHMOND BROTHERS, INC.	0.15%	229.33K	3.44M	-9.07K	-3.81%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	128.7K	1.92M	85.52K	+198.03%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	129.94K	1.93M	8.43K	+6.94%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.09%	145.46K	2.17M	12.7K	+9.56%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.13%	201.78K	3M	170.28K	+540.45%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.14%	222.73K	3.32M	-35.87K	-13.87%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	236.17K	3.52M	-408.64K	-63.37%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.35%	551.01K	8.2M	21.36K	+4.03%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.47%	740.65K	11.03M	57.98K	+8.49%
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	1.2%	1.88M	27.95M	304.54K	+19.36%
Jun 30, 2025	COHEN & STEERS, INC.	0.22%	346.79K	5.16M	-40K	-10.34%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.27%	424.84K	6.33M	-302.44K	-41.59%
Jun 30, 2025	UBS GROUP AG	0.98%	1.52M	22.68M	50.27K	+3.41%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	83.75K	1.25M	40.2K	+92.31%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.06%	92.54K	1.39M	-4.75K	-4.88%
Jun 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.06%	92.65K	1.38M	48.14K	+108.18%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	102.5K	1.53M	3.67K	+3.72%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.07%	115.42K	1.72M	27.29K	+30.97%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.1%	149.33K	2.22M	18.56K	+14.19%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.11%	176.93K	2.63M	-4.27K	-2.36%
Jun 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.13%	196.26K	2.92M	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	199.88K	2.98M	19.95K	+11.09%
Jun 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.15%	227.24K	3.38M	9.04K	+4.14%
Jun 30, 2025	SECURE ASSET MANAGEMENT, LLC	0.28%	433.66K	6.46M	-10.01K	-2.26%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	679.07K	10.11M	72.56K	+11.96%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	770.89K	11.48M	22.94K	+3.07%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	300.61K	4.48M	-370.47K	-55.21%
Jun 30, 2025	RICHMOND BROTHERS, INC.	0.15%	238.4K	3.55M	8.2K	+3.56%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.07%	112.17K	1.67M	-2.09K	-1.83%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	107.75K	1.6M	2.55K	+2.43%
Jun 30, 2025	SOVRAN ADVISORS, LLC	0.05%	80.89K	1.21M	-10.38K	-11.38%
Jun 30, 2025	ILLUMINE INVESTMENT MANAGEMENT, LLC	0.14%	216.83K	3.23M	2.91K	+1.36%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.51%	801.3K	11.93M	4.86K	+0.61%
Jun 30, 2025	PETRA FINANCIAL ADVISORS INC	0.29%	445.06K	6.63M	231.75K	+108.65%
Jun 30, 2025	ROYAL BANK OF CANADA	0.42%	659.13K	9.81M	40.68K	+6.58%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	730.76K	10.88M	302.85K	+70.77%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	958.37K	14.27M	-206.23K	-17.71%
Jun 30, 2025	MORGAN STANLEY	4.68%	7.3M	108.66M	434.47K	+6.33%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	11.5%	17.95M	288.11K	17.95M	+100.00%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.05%	73.71K	1.1M	1.79K	+2.48%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.05%	78.52K	1.17M	-24	-0.03%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.05%	78.71K	1.17M	1.84K	+2.39%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.2%	316.32K	4.71M	94.5K	+42.60%
Jun 30, 2025	LPL FINANCIAL LLC	1.31%	2.05M	30.55M	108.16K	+5.57%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	283.72K	4.23M	20.29K	+7.70%
Jun 30, 2025		0.05%	80.89K	1.21M	-10.38K	-11.38%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	141.45K	2.11M	9.48K	+7.19%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	207.68K	3.09M	21.46K	+11.52%
Jun 30, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.15%	230.09K	3.43M	443	+0.19%
Jun 30, 2025	SIGMA PLANNING CORP	0.05%	76.79K	1.14M	244	+0.32%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	77.52K	1.15M	2K	+2.65%
Jun 30, 2025	IFG ADVISORY, LLC	0.06%	89.7K	1.34M	68.72K	+327.63%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.39%	606.51K	9.44M	190.39K	+45.75%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.05%	71.92K	1.12M	-46	-0.06%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.05%	72.02K	1.12M	-976	-1.34%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.05%	74.54K	1.16M	39.07K	+110.14%
Mar 31, 2025	SIGMA PLANNING CORP	0.05%	76.55K	1.19M	-823	-1.06%
Mar 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.05%	78.54K	1.22M	28.6K	+57.28%
Mar 31, 2025	RETIREMENT PLANNING GROUP	0.06%	88.13K	1.37M	39.63K	+81.72%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	92.06K	1.43M	-85.64K	-48.19%
Mar 31, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.06%	94.35K	1.47M	14.71K	+18.47%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	98.83K	1.54M	-6.89K	-6.52%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	105.2K	1.64M	-1K	-0.94%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.07%	114.26K	1.78M	8.06K	+7.59%
Mar 31, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.08%	117.87K	1.84M	117.87K	+100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.09%	132.77K	2.03M	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.12%	181.19K	2.82M	1.5K	+0.83%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.14%	221.82K	3.45M	60.43K	+37.44%
Mar 31, 2025	RICHMOND BROTHERS, INC.	0.15%	230.2K	3.58M	-8.14K	-3.41%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.17%	257.67K	4.01M	152.72K	+145.53%
Mar 31, 2025	COHEN & STEERS, INC.	0.25%	386.79K	6.02M	0	0
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.44%	682.67K	10.63M	85.84K	+14.38%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.51%	796.44K	12.4M	470.57K	+144.41%
Mar 31, 2025	VERUS CAPITAL PARTNERS, LLC	1.01%	1.57M	24.49M	467.89K	+42.35%
Mar 31, 2025	MORGAN STANLEY	4.4%	6.86M	106.85M	116.4K	+1.73%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	747.96K	11.65M	145.26K	+24.10%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	75.52K	1.18M	4.54K	+6.40%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.06%	97.29K	1.4M	-9K	-8.47%
Mar 31, 2025	PETRA FINANCIAL ADVISORS INC	0.14%	213.31K	3.32M	-159.16K	-42.73%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.75%	1.16M	18.13M	527.63K	+82.84%
Mar 31, 2025	UBS GROUP AG	0.94%	1.47M	22.93M	247.14K	+20.17%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	427.91K	6.66M	76.07K	+21.62%
Mar 31, 2025	SECURE ASSET MANAGEMENT, LLC	0.28%	443.66K	6.91M	96.69K	+27.87%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	529.65K	8.25M	-46.67K	-8.10%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	263.44K	4.1M	5.92K	+2.30%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.08%	130.77K	2.04M	130.77K	+100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	179.93K	2.8M	10.95K	+6.48%
Mar 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.14%	218.2K	3.4M	-770	-0.35%
Mar 31, 2025	LPL FINANCIAL LLC	1.25%	1.94M	30.26M	231.22K	+13.50%
Mar 31, 2025	ROYAL BANK OF CANADA	0.4%	618.45K	9.63M	17.89K	+2.98%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	131.97K	2.05M	44.77K	+51.34%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	644.81K	10.04M	196.45K	+43.81%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	671.08K	10.45M	206.31K	+44.39%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.17%	258.6K	4.02M	-8.02K	-3.01%
Mar 31, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.15%	229.65K	3.58M	148.97K	+184.65%
Mar 31, 2025		0.06%	91.27K	1.31M	-16.5K	-15.31%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.05%	76.87K	1.2M	-434	-0.56%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.12%	186.21K	2.9M	24.57K	+15.20%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	121.51K	1.89M	20.92K	+20.80%
Mar 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.13%	196.26K	3.06M	0	0
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.47%	727.28K	11.32M	58.39K	+8.73%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.04%	50.42K	721.97K	0	0
Mar 31, 2024	CHOREO, LLC	0.04%	50.85K	728.21K	853	+1.71%
Mar 31, 2024	DAVENPORT & CO LLC	0.04%	52.67K	754.28K	2.95K	+5.93%
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.04%	54.11K	774.83K	-6.33K	-10.47%
Mar 31, 2024	COHEN & STEERS, INC.	0.57%	734.94K	10.52M	10K	+1.38%
Mar 31, 2024	ROYAL BANK OF CANADA	0.59%	767.03K	10.98M	58.92K	+8.32%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.65%	842.76K	12.07M	116.91K	+16.11%
Mar 31, 2024	UBS GROUP AG	0.9%	1.17M	16.78M	-37.07K	-3.07%
Mar 31, 2024	MORGAN STANLEY	5.48%	7.12M	101.94M	811.05K	+12.86%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.06%	81.4K	1.17M	14.4K	+21.49%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.18%	233.31K	3.34M	145.18K	+164.71%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.97%	1.26M	18.09M	90.08K	+7.68%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.11%	144.38K	2.07M	3.56K	+2.53%
Mar 31, 2024	MARKS GROUP WEALTH MANAGEMENT, INC	0.15%	192.19K	2.75M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.98%	1.27M	18.15M	216.29K	+20.58%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.2%	254.59K	3.65M	9.5K	+3.87%
Mar 31, 2024	PETRA FINANCIAL ADVISORS INC	0.2%	257.8K	3.69M	10.41K	+4.21%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.2%	260.37K	3.73M	-20.5K	-7.30%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.07%	85.55K	1.23M	22.53K	+35.74%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.12%	154.72K	2.22M	6.06K	+4.08%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.12%	157.99K	2.26M	-126	-0.08%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.14%	181.38K	2.6M	5.06K	+2.87%
Mar 31, 2024	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.14%	185.68K	2.66M	3.79K	+2.08%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.24%	305.55K	4.38M	-11.46K	-3.61%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.03%	33.41K	478.36K	992	+3.06%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.03%	36.64K	524.7K	-9.41K	-20.43%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	47.09K	674.33K	0	0
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.04%	48K	687.38K	-6.28K	-11.57%
Mar 31, 2024	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.04%	49.31K	702.64K	35	+0.07%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0.21%	276.75K	3.96M	104.67K	+60.82%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	60.85K	871K	-5.07K	-7.70%
Mar 31, 2024	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.05%	60.56K	867.16K	1.24K	+2.10%
Mar 31, 2024	DAVID J YVARS GROUP	0.04%	57.49K	819.45K	118	+0.21%
Mar 31, 2024	PARISI GRAY WEALTH MANAGEMENT	0.04%	56.18K	804.51K	-1.35K	-2.34%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.11%	143.04K	2.05M	-12.06K	-7.77%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.05%	62.36K	893K	1.28K	+2.10%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	65.44K	937.08K	1.88K	+2.96%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.05%	69.88K	1M	64	+0.09%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	72.89K	1.04M	-202	-0.28%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.06%	73.37K	1.05M	636	+0.87%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	76.57K	1.1M	-290	-0.38%
Mar 31, 2024	SIGMA PLANNING CORP	0.06%	80.17K	1.15M	-9.94K	-11.03%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.06%	80.7K	1.16M	16.37K	+25.44%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.07%	94.99K	1.36M	9.69K	+11.35%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.07%	95.84K	1.37M	30.26K	+46.15%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.07%	96.83K	1.39M	-20.41K	-17.41%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.09%	118.31K	1.69M	-6K	-4.82%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.1%	132.34K	1.9M	9.15K	+7.43%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.23%	292.69K	4.19M	27.72K	+10.46%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.23%	292.69K	4.19M	292.69K	+100.00%
Mar 31, 2024	RICHMOND BROTHERS, INC.	0.23%	302.11K	4.33M	4.83K	+1.62%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	318.13K	4.56M	-15.56K	-4.66%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.25%	326.4K	4.67M	8.57K	+2.69%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.26%	337.51K	4.83M	37.44K	+12.48%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.28%	369.51K	5.29M	216.12K	+140.89%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.31%	403.54K	5.79M	15.26K	+3.93%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	430.24K	6.16M	430.24K	+100.00%
Mar 31, 2024	VERUS CAPITAL PARTNERS, LLC	0.34%	440.14K	6.3M	12.28K	+2.87%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.39%	504.43K	7.22M	64.42K	+14.64%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.04%	50.39K	721.56K	50.39K	+100.00%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.34%	440.01K	5.63M	58.73K	+15.40%
Dec 31, 2023	ROYAL BANK OF CANADA	0.55%	708.11K	9.06M	324.42K	+84.55%
Dec 31, 2023	COHEN & STEERS, INC.	0.56%	724.94K	9.28M	325K	+81.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.56%	725.85K	9.29M	-234.07K	-24.38%
Dec 31, 2023	LPL FINANCIAL LLC	0.81%	1.05M	13.45M	85.12K	+8.81%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.9%	1.17M	15.01M	304.34K	+35.04%
Dec 31, 2023	UBS GROUP AG	0.93%	1.21M	15.47M	-690.52K	-36.35%
Dec 31, 2023	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.2%	264.97K	3.39M	55.91K	+26.75%
Dec 31, 2023	PETRA FINANCIAL ADVISORS INC	0.19%	247.39K	3.17M	26.69K	+12.09%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.19%	245.09K	3.14M	-45.52K	-15.66%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.17%	216.55K	2.9M	61.1K	+39.30%
Dec 31, 2023	MARKS GROUP WEALTH MANAGEMENT, INC	0.15%	192.19K	2.46M	0	0
Dec 31, 2023	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.14%	181.89K	2.33M	4.7K	+2.65%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.14%	176.32K	2.26M	50.25K	+39.86%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.05%	67K	874.16K	-1.87K	-2.71%
Dec 31, 2023	MORGAN STANLEY	4.86%	6.31M	80.74M	1.93M	+43.94%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.05%	61.08K	782K	5.15K	+9.21%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.05%	63.03K	806.75K	-1.12K	-1.74%
Dec 31, 2023		0.07%	85.31K	1.09M	85.31K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.12%	158.12K	2.02M	-71.95K	-31.27%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	63.56K	858.02K	8.35K	+15.13%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.05%	64.34K	824K	-337	-0.52%
Dec 31, 2023	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	65.58K	839.42K	914	+1.41%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.12%	155.1K	1.99M	17.91K	+13.06%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.12%	153.42K	1.96M	58.05K	+60.87%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.12%	153.39K	1.96M	62.11K	+68.04%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.11%	148.66K	1.9M	34.46K	+30.18%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.11%	140.82K	1.8M	1.14K	+0.81%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.1%	124.31K	1.59M	-3.77K	-2.94%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.09%	123.19K	1.58M	5.36K	+4.55%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.09%	117.85K	1.51M	3.5K	+3.06%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	117.23K	1.51M	-28.37K	-19.48%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	65.92K	844K	2.44K	+3.85%
Dec 31, 2023	SIGMA PLANNING CORP	0.07%	90.11K	1.15M	-102.94K	-53.32%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.07%	88.14K	1.13M	3.88K	+4.61%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.06%	78.04K	998.85K	78.04K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	76.86K	983.85K	3.55K	+4.85%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	73.09K	935.55K	73.09K	+100.00%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.06%	72.74K	931.04K	-179.32K	-71.14%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.22%	280.87K	3.6M	-67.19K	-19.30%
Dec 31, 2023	RICHMOND BROTHERS, INC.	0.23%	297.28K	3.81M	36.58K	+14.03%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.23%	300.07K	3.84M	20.64K	+7.39%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.05%	69.81K	893.61K	-49.87K	-41.67%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.24%	317K	4.06M	-46.24K	-12.73%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.24%	317.84K	4.07M	122.64K	+62.83%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	333.69K	4.27M	80.37K	+31.73%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.3%	388.28K	4.97M	25.89K	+7.15%
Dec 31, 2023	VERUS CAPITAL PARTNERS, LLC	0.33%	427.86K	5.48M	20.39K	+5.00%

Insiders

Among the GOF insiders holding of N/A of the stake in company, OLIVERIUS MAYNARD F., director, holds the largest shares of 14.25K. LYDON THOMAS F JR, Trustee, is the second largest GOF insider with ownership of 8.71K shares. TOUPIN RONALD E JR, director, stands third with possession of 7.71K shares of that stake.

Insiders	Designation	Shares Held
OLIVERIUS MAYNARD F.	director	14.25K
LYDON THOMAS F JR	Trustee	8.71K
TOUPIN RONALD E JR	director	7.71K
BARNES RANDALL C	TRUSTEE	6.45K
FRIEDRICH ROMAN III	director	5.08K
NYBERG RONALD	Trustee	5.01K
CACCIAPAGLIA DONALD	CEO of Fund	4.7K
BROCK-KYLE ANGELA	TRUSTEE	1.93K
CHUBB DONALD A. JR.	director	1K
KARN ROBERT B III	director	1K
MICHAL JAMES W.		647
BINDER BRIAN E.	President and CEO	0
MINERD B. SCOTT		0
REHDER WILLIAM	Assistant Vice President	0
BLOCH ADAM		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 23, 2026	BINDER BRIAN E.	PURCHASE	10.63	0	0.24	0
Apr 30, 2026	LYDON THOMAS F JR	PURCHASE	11.45	8.71K	99.73K	8.71K
Mar 12, 2026	BARNES RANDALL C	PURCHASE	11.39	220	2.51K	6.45K
Mar 06, 2026	BARNES RANDALL C	PURCHASE	11.59	4.18K	48.45K	6.23K
Dec 18, 2025	NYBERG RONALD	PURCHASE	12.13	412	5K	5.01K
Nov 04, 2025	BARNES RANDALL C	PURCHASE	13.08	380	4.97K	1.96K
Oct 30, 2025	BARNES RANDALL C	PURCHASE	13.02	1.58K	20.57K	1.58K
Sep 03, 2024	BROCK-KYLE ANGELA	PURCHASE	15.36	443	6.8K	1.93K
Jul 02, 2024	BARNES RANDALL C	SALE	15.02	5.85K	87.85K	0
Feb 01, 2024	BARNES RANDALL C	SALE	13.95	10K	139.5K	5.85K
Jan 05, 2024	BARNES RANDALL C	SALE	13.60	20K	272K	15.85K
Dec 13, 2023	BARNES RANDALL C	SALE	13.67	6K	82.02K	35.85K
Dec 08, 2023	BARNES RANDALL C	SALE	13.86	2K	27.72K	41.85K
Dec 07, 2023	BARNES RANDALL C	SALE	13.71	8K	109.68K	43.85K
Dec 06, 2023	BARNES RANDALL C	SALE	13.66	16K	218.56K	51.85K
Dec 05, 2023	BARNES RANDALL C	SALE	13.47	20K	269.4K	67.85K
Dec 04, 2023	BARNES RANDALL C	SALE	13.36	3K	40.08K	87.85K
Dec 01, 2023	BARNES RANDALL C	SALE	13.36	6.21K	82.98K	90.85K
Nov 30, 2023	BARNES RANDALL C	SALE	13.30	10K	133K	97.06K
Nov 29, 2023	BARNES RANDALL C	SALE	13.25	1K	13.25K	107.06K
Nov 28, 2023	BARNES RANDALL C	SALE	13.30	1K	13.3K	108.06K
Nov 03, 2023	BARNES RANDALL C	SALE	13.46	9.93K	133.6K	0
Oct 12, 2023	BROCK-KYLE ANGELA	SALE	13.70	100	1.37K	0
Sep 28, 2023	BROCK-KYLE ANGELA	PURCHASE	14.80	100	1.48K	100
Mar 13, 2023	TOUPIN RONALD E JR	PURCHASE	13.98	245	3.43K	7.71K
Oct 12, 2022	TOUPIN RONALD E JR	SALE	15.50	2K	31K	15.29K
Sep 29, 2022	TOUPIN RONALD E JR	SALE	15.18	2K	30.36K	17.03K
Sep 22, 2022	TOUPIN RONALD E JR	SALE	16.01	2K	32.02K	19.03K
Jun 16, 2022	BARNES RANDALL C	SALE	0.00	356	-	0
Jun 15, 2022	BARNES RANDALL C	SALE	16.77	0	7.41	356
Jun 14, 2022	BARNES RANDALL C	SALE	0.00	20K	-	8.32K
Jun 02, 2022	BARNES RANDALL C	SALE	17.61	13K	228.93K	27.88K
Nov 02, 2021	BARNES RANDALL C	SALE	19.08	33K	629.64K	0
Jun 04, 2021	BROCK-KYLE ANGELA	PURCHASE	21.27	1K	21.27K	1K
Dec 04, 2020	TOUPIN RONALD E JR	PURCHASE	19.08	415	7.92K	4.27K
Apr 16, 2020	BARNES RANDALL C	PURCHASE	15.16	4.14K	62.76K	59.12K
Feb 03, 2020	REHDER WILLIAM	SALE	18.45	1.72K	31.7K	0
Dec 27, 2019	BARNES RANDALL C	PURCHASE	18.28	1K	18.28K	50.32K
Dec 02, 2019	TOUPIN RONALD E JR	PURCHASE	19.42	361	7.01K	3.35K
Sep 26, 2019	TOUPIN RONALD E JR	PURCHASE	19.07	525	10.01K	2.94K
Jul 10, 2019	MINERD B. SCOTT	SALE	21.09	2K	42.18K	0
May 07, 2019	FRIEDRICH ROMAN III	PURCHASE	20.16	1.09K	21.98K	5.08K
Mar 19, 2019	FRIEDRICH ROMAN III	PURCHASE	19.64	158	3.1K	3.92K
Jan 22, 2019	BARNES RANDALL C	PURCHASE	18.95	2.58K	48.8K	30.89K
Jan 03, 2019	TOUPIN RONALD E JR	PURCHASE	18.67	150	2.8K	2.21K
Dec 26, 2018	BARNES RANDALL C	PURCHASE	17.43	725	12.64K	41.28K
Dec 20, 2018	OLIVERIUS MAYNARD F.	PURCHASE	17.30	100	1.73K	14.25K
Dec 18, 2018	OLIVERIUS MAYNARD F.	PURCHASE	17.92	1K	17.92K	14.15K
Dec 14, 2018	OLIVERIUS MAYNARD F.	PURCHASE	18.57	1K	18.57K	13.15K
Oct 31, 2018	OLIVERIUS MAYNARD F.	PURCHASE	19.17	300	5.75K	11.45K
Oct 08, 2018	TOUPIN RONALD E JR	PURCHASE	20.10	100	2.01K	2.02K
Sep 26, 2018	BARNES RANDALL C	PURCHASE	20.55	3.95K	81.17K	27.29K
Sep 06, 2018	FRIEDRICH ROMAN III	PURCHASE	22.19	150	3.33K	3.56K
Aug 16, 2018	BLOCH ADAM	SALE	21.89	320	7K	0
Jul 17, 2018	FRIEDRICH ROMAN III	PURCHASE	21.35	850	18.15K	3.36K
Jul 17, 2018	BARNES RANDALL C	PURCHASE	21.11	5.1K	107.66K	38.78K
Jun 18, 2018	BARNES RANDALL C	PURCHASE	21.47	790	16.96K	33.4K
Mar 29, 2018	FRIEDRICH ROMAN III	PURCHASE	20.20	740	14.95K	2.43K
Feb 06, 2018	BARNES RANDALL C	PURCHASE	19.71	2.77K	54.6K	31.43K
Feb 05, 2018	BARNES RANDALL C	PURCHASE	20.23	2.6K	52.59K	28.42K
Jan 30, 2018	BLOCH ADAM	PURCHASE	20.86	320	6.68K	320
Jan 30, 2018	BARNES RANDALL C	PURCHASE	20.82	3K	62.4K	21.74K
Dec 28, 2017	MINERD B. SCOTT	SALE	21.65	32.14K	695.9K	2K
Nov 28, 2017	FRIEDRICH ROMAN III	PURCHASE	21.64	135	2.92K	1.64K
Jul 20, 2017	FRIEDRICH ROMAN III	PURCHASE	21.07	500	10.53K	1.46K
Jun 29, 2017	TOUPIN RONALD E JR	PURCHASE	21.03	150	3.15K	1.67K
Apr 20, 2017	TOUPIN RONALD E JR	PURCHASE	20.59	290	5.97K	1.42K
Jul 05, 2016	TOUPIN RONALD E JR	PURCHASE	18.28	195	3.56K	1.09K
Apr 12, 2016	MICHAL JAMES W.	PURCHASE	16.96	647	10.97K	647
Apr 05, 2016	BLOCH ADAM	SALE	17.20	683	11.74K	0
Mar 31, 2016	TOUPIN RONALD E JR	PURCHASE	17.09	100	1.71K	872
Mar 14, 2016	BARNES RANDALL C	PURCHASE	16.13	2K	32.26K	7.5K
Mar 11, 2016	MINERD B. SCOTT	PURCHASE	16.09	2K	32.18K	24.14K
Feb 10, 2016	BARNES RANDALL C	PURCHASE	15.50	3K	46.5K	20.76K
Dec 04, 2015	OLIVERIUS MAYNARD F.	PURCHASE	17.75	500	8.88K	10.65K
Nov 18, 2015	TOUPIN RONALD E JR	PURCHASE	18.00	100	1.8K	740
Aug 11, 2015	MINERD B. SCOTT	PURCHASE	18.83	7K	131.83K	12.14K
Jun 30, 2015	MINERD B. SCOTT	PURCHASE	21.73	1.3K	28.24K	11.2K
Jun 29, 2015	MINERD B. SCOTT	PURCHASE	19.23	5.14K	98.89K	5.14K
Jun 26, 2015	BLOCH ADAM	PURCHASE	19.59	150	2.94K	658
Jun 26, 2015	CHUBB DONALD A. JR.	PURCHASE	19.69	1K	19.69K	1K
Jun 25, 2015	TOUPIN RONALD E JR	PURCHASE	20.06	350	7.02K	613
Oct 15, 2014	BLOCH ADAM	SALE	19.74	125	2.47K	475
Mar 17, 2014	KARN ROBERT B III	PURCHASE	21.19	1K	21.19K	1K
Jan 31, 2014	BARNES RANDALL C	PURCHASE	21.15	700	14.81K	14.34K
Jan 30, 2014	BARNES RANDALL C	PURCHASE	21.19	5	105.95	9.1K
Jan 17, 2014	CACCIAPAGLIA DONALD	PURCHASE	21.26	4.7K	99.92K	4.7K
Jan 17, 2014	BARNES RANDALL C	PURCHASE	21.16	700	14.81K	13.64K
Dec 18, 2013	BARNES RANDALL C	PURCHASE	20.55	900	18.5K	12.84K
Dec 16, 2013	BARNES RANDALL C	PURCHASE	21.25	300	6.38K	9.02K
Nov 25, 2013	FRIEDRICH ROMAN III	PURCHASE	21.48	100	2.15K	1.05K
Jun 24, 2013	FRIEDRICH ROMAN III	PURCHASE	21.31	234	4.99K	763
Jun 24, 2013	BARNES RANDALL C	PURCHASE	21.11	200	4.22K	4.13K
Jun 11, 2013	BARNES RANDALL C	PURCHASE	21.90	2.6K	56.94K	11.33K
Feb 19, 2013	TOUPIN RONALD E JR	PURCHASE	22.66	50	1.13K	206
Dec 28, 2012	BARNES RANDALL C	PURCHASE	21.24	4K	84.96K	10.4K
Dec 27, 2012	FRIEDRICH ROMAN III	PURCHASE	21.10	225	4.75K	505

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE8.71K2

SALES00

NET SHARES8.71K2

SHARES HELD8.71K2

% NET SHARES0%0%

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