How many institutions own JCE 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 JCE shares is 52, representing 26.96% of the company's common stock.

Who are the major shareholders selling Nuveen Core Equity Alpha Fund stock?

CAPITAL INVESTMENT ADVISORS, LLC, in the last quarter, reduced its stake in JCE by -0.96% restricting it's holding to 115.45 thousand shares of worth nearly $1.89M. BANK OF AMERICA CORP /DE/ also lessened -6.83% of the JCE shares from its portfolio, reducing its holding to 33.35 thousand shares of worth $545.58K. RONALD BLUE TRUST, INC. also shunned JCE shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying JCE stock?

As per its latest 13F filing, 1607 CAPITAL PARTNERS, LLC increased its stake in JCE by 74.61% in the last quarter. The institutional holder raised its holding to 503.25 thousand shares having worth more than $8.23M. RAYMOND JAMES FINANCIAL INC also added 0.94% more shares of JCE to its portfolio, raising its holding to 577.91 thousand shares of worth $9.45M. THOMAS J. HERZFELD ADVISORS, INC. also increased its JCE shares holding by 2.29% which brought its holding to 402 shares worth $6.58K.

JCE's major insiders: who are they?

The insider with the most stakes in JCE is AMBOIAN JOHN P , at the company. Additionally, JCE stock is highly held by Chief Administrative Officer ZIMMERMAN GIFFORD R and Nuveen Fund Advisors, LLC among others.

Did an insider recently sell JCE stock?

Company executives, directors, and other insiders own N/A percent of Nuveen Core Equity Alpha Fund's stock. Within the last six months, there have been 0 transaction(s) in which JCE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include NUVEEN FUND ADVISORS, LLC and ZIMMERMAN GIFFORD R.

Which insider recently purchased JCE stock?

There have been 0 transaction(s) during the past 6-months in which Nuveen Core Equity Alpha Fund insiders have bought stock, totalling 0 shares

How much of JCE does insiders own?

Around 0 Nuveen Core Equity Alpha Fund shares are held by insiders, which represents about N/A of JCE stock.

Who is the insider with the largest stake?

JCE , AMBOIAN JOHN P holds the largest portfolio of the company's shares. JCE shares owned by AMBOIAN total nearly 11.5 thousand.

Which institution holds the most shares in JCE?

1607 CAPITAL PARTNERS, LLC is the largest institutional owner in JCE which holds 503.25 thousand shares worth $8.23M or 2.96% of the total JCE shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 577.91 thousand shares representing 3.4% of the JCE ownership. THOMAS J. HERZFELD ADVISORS, INC. is the third largest stakeholder with 402 shares or 0% of the ownership worth more than $6.58K.

Is Nuveen Core Equity Alpha 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 JCE is concerned, it is a stock which is not optionable.

Is there a short position on JCE's shares?

Number of JCE 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 JCE shares are there?

As of today, null shares of JCE are outstanding.

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

JCE 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 JCE is null.

Nuveen Core Equity Alpha Fund (JCE) 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

26.96% Percentage of Shares held by All Institutions

26.96% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 26.96% of JCE shares are held by financial institutions. 1607 CAPITAL PARTNERS, LLC is the top corporate investor, holding 503.25K shares valued at $8.23M. A 2.96% stake in Nuveen Core Equity Alpha Fund is owned by the company. RAYMOND JAMES FINANCIAL INC owns 577.91K shares valued at $9.45M, which translates its holding of 3.4% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	2.96%	503.25K	8.23M	215.04K	+74.61%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.4%	577.91K	9.45M	5.4K	+0.94%
Jun 30, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0%	402	6.58K	9	+2.29%
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	10.32K	168.78K	19	+0.18%
Jun 30, 2026	ST GERMAIN D J CO INC	0%	125	2.05K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	431	7.06K	431	+100.00%
Jun 30, 2026	XTX TOPCO LTD	0.1%	16.93K	276.91K	16.93K	+100.00%
Jun 30, 2026	CANAL CAPITAL MANAGEMENT, LLC	0.11%	18.12K	296.37K	6.94K	+62.16%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.18%	30.68K	512.93K	1.31K	+4.45%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.68%	115.45K	1.89M	-1.12K	-0.96%
Jun 30, 2026	FIFTH THIRD BANCORP	0.02%	3.97K	64.93K	0	0
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.11%	18.92K	309.55K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.2%	33.35K	546K	561	+1.71%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.2%	33.35K	545.58K	-2.44K	-6.83%
Jun 30, 2026	UBS GROUP AG	0.26%	44.53K	728.58K	3.42K	+8.32%
Jun 30, 2026	RONALD BLUE TRUST, INC.	0%	0	-	-6.04K	-100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.79K	-100.00%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0%	300	4.91K	300	+100.00%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.01%	978	15.41K	978	+100.00%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.01%	1.75K	28.65K	1.75K	+100.00%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.06%	10.79K	176.52K	0	0
Jun 30, 2026	CENTURION WEALTH MANAGEMENT LLC	0.08%	12.77K	208.94K	291	+2.33%
Jun 30, 2026	LPL FINANCIAL LLC	0.55%	92.83K	1.52M	2.79K	+3.10%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-306	-100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	948	15.51K	0	0
Jun 30, 2026	CENTERPOINT ADVISORS, LLC	0.01%	1K	16K	0	0
Jun 30, 2026	EASTERN BANK	0.01%	1.87K	30.58K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.12%	20.12K	329.08K	-10.4K	-34.08%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	25.93K	424K	-63	-0.24%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.16%	27.59K	451.28K	-2.94K	-9.63%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	29.48K	482.31K	-5.55K	-15.84%
Jun 30, 2026		0.18%	30.68K	512.93K	1.31K	+4.45%
Jun 30, 2026	RETIREMENT PLANNING GROUP, LLC / NY	1.47%	250.11K	4.18M	-4.97K	-1.95%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.87%	318.26K	5.21M	691	+0.22%
Jun 30, 2026	MORGAN STANLEY	2.29%	389.11K	6.37M	14.87K	+3.97%
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	3.05%	519.13K	8.71M	-96.54K	-15.68%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	3.13%	531.97K	8.7M	50.03K	+10.38%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.27%	45.74K	748.37K	-364	-0.79%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.3%	51.57K	843.75K	0	0
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.31%	52.19K	854.41K	169	+0.32%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.32%	54.4K	889.94K	23.91K	+78.45%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.48%	80.76K	1.31M	-5.1K	-5.93%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.63%	107.7K	1.76M	-1.2K	-1.10%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.06%	180.61K	2.96M	1.87K	+1.04%
Jun 30, 2026	COLONIAL TRUST CO / SC	0%	371	5.9K	0	0
Jun 30, 2026	FNY INVESTMENT ADVISERS, LLC	0.02%	3K	49K	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	9.36K	153.18K	0	0
Jun 30, 2026	DAVID J YVARS GROUP	0.06%	11K	175.01K	0	0
Jun 30, 2026	NWF ADVISORY SERVICES INC.	0.07%	12.1K	197.96K	2K	+19.80%
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.08%	14.23K	232.84K	-88.89K	-86.20%
Jun 30, 2026	Z3 CAPITAL PARTNERS, LLC	0.24%	41.41K	677.48K	818	+2.02%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.54%	91.51K	1.5M	730	+0.80%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	1.17%	199.14K	3.26M	14.94K	+8.11%
Jun 30, 2026	INVESCO LTD.	1.39%	236.54K	3.87M	-25.06K	-9.58%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.01%	1.79K	26.48K	1.79K	+100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.31%	52.03K	779.86K	-977	-1.84%
Mar 31, 2026	RETIREMENT PLANNING GROUP, LLC / NY	1.5%	255.08K	3.86M	-13.04K	-4.86%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.87%	317.57K	4.69M	48.68K	+18.10%
Mar 31, 2026	MORGAN STANLEY	2.2%	374.24K	5.53M	-9.33K	-2.43%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	2.83%	481.94K	7.12M	-89.75K	-15.70%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	3.62%	615.66K	9.31M	54.95K	+9.80%
Mar 31, 2026	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0%	0	-	-995	-100.00%
Mar 31, 2026	CALAMOS ADVISORS LLC	0%	0	-	-17.25K	-100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.37%	572.51K	8.46M	35.76K	+6.66%
Mar 31, 2026	ST GERMAIN D J CO INC	0%	125	1.85K	0	0
Mar 31, 2026		0.17%	29.37K	443.73K	1.92K	+7.01%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.18%	30.48K	450.54K	30.48K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.18%	30.53K	451.17K	5	+0.02%
Mar 31, 2026	EASTERN BANK	0.01%	1.87K	27.62K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.01%	2.47K	36.49K	2.47K	+100.00%
Mar 31, 2026	FNY INVESTMENT ADVISERS, LLC	0.02%	3K	44K	3K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.02%	3.97K	58.66K	3.97K	+100.00%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.04%	6.04K	89.27K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	9.36K	138.39K	0	0
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	10.3K	152.21K	10.3K	+100.00%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.06%	10.79K	159.48K	0	0
Mar 31, 2026	DAVID J YVARS GROUP	0.06%	11K	155.21K	0	0
Mar 31, 2026	CANAL CAPITAL MANAGEMENT, LLC	0.07%	11.17K	165.12K	-41	-0.37%
Mar 31, 2026	CENTURION WEALTH MANAGEMENT LLC	0.07%	12.48K	184.46K	0	0
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.11%	18.92K	279.65K	18.92K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.27%	46.11K	672.59K	-2.12K	-4.40%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.3%	51.57K	762.26K	0	0
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.51%	85.86K	1.26M	12.6K	+17.20%
Mar 31, 2026	LPL FINANCIAL LLC	0.53%	90.04K	1.33M	-13.42K	-12.97%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.53%	90.78K	1.34M	100	+0.11%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.61%	103.12K	1.52M	13.1K	+14.55%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.64%	108.9K	1.61M	6.62K	+6.47%
Mar 31, 2026	CORNERSTONE ADVISORS, LLC	0%	0	-	-141.47K	-100.00%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0%	0	-	-16.96K	-100.00%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0%	0	-	-11.33K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	306	4.52K	159	+108.16%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.69%	116.57K	1.72M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.05%	178.75K	2.64M	-3.12K	-1.72%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	1.08%	184.2K	2.72M	135.12K	+275.32%
Mar 31, 2026	INVESCO LTD.	1.54%	261.6K	3.87M	-8.52K	-3.15%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	1.7%	288.21K	4.26M	288.21K	+100.00%
Mar 31, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	91	1.41K	-61	-40.13%
Mar 31, 2026	COLONIAL TRUST CO / SC	0%	371	5.24K	0	0
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0%	393	5.81K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.19%	32.79K	485K	390	+1.20%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	35.03K	517.71K	-165	-0.47%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.21%	35.79K	529.01K	2.29K	+6.82%
Mar 31, 2026	UBS GROUP AG	0.24%	41.11K	607.65K	-13.81K	-25.14%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	948	14.01K	0	0
Mar 31, 2026	CENTERPOINT ADVISORS, LLC	0.01%	1K	15K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.18%	30.52K	451.01K	862	+2.91%
Mar 31, 2026	CWM, LLC	0.03%	5.82K	85.96K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	25.99K	384K	-1.5K	-5.46%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.06%	10.1K	149.28K	-2K	-16.53%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	29.65K	472.67K	-1.32K	-4.26%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.07%	12.1K	192.87K	-1.5K	-11.03%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	147	2.34K	147	+100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.72K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-13.37K	-100.00%
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-3K	-100.00%
Dec 31, 2025	ST GERMAIN D J CO INC	0%	125	1.99K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.07%	181.87K	2.9M	7.32K	+4.19%
Dec 31, 2025	CORNERSTONE ADVISORS, LLC	0.83%	141.47K	2.26M	-40.04K	-22.06%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.69%	116.57K	1.86M	-8.5K	-6.80%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.53%	90.68K	1.45M	-49	-0.05%
Dec 31, 2025	ROYAL BANK OF CANADA	0.19%	32.4K	516K	1.76K	+5.75%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	30.52K	486.5K	2.13K	+7.49%
Dec 31, 2025	RETIREMENT PLANNING GROUP, LLC / NY	1.58%	268.12K	4.27M	-2.58K	-0.95%
Dec 31, 2025	LPL FINANCIAL LLC	0.61%	103.45K	1.65M	5.25K	+5.35%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.6%	102.28K	1.63M	-1.45K	-1.39%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	3.36%	571.69K	9.11M	29.82K	+5.50%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-1.75K	-100.00%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	3.3%	560.72K	8.94M	20.48K	+3.79%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.16%	536.75K	8.56M	42.56K	+8.61%
Dec 31, 2025	MORGAN STANLEY	2.26%	383.57K	6.11M	-10.53K	-2.67%
Dec 31, 2025	INVESCO LTD.	1.59%	270.12K	4.31M	27.29K	+11.24%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.58%	268.89K	4.29M	14.28K	+5.61%
Dec 31, 2025	UBS GROUP AG	0.32%	54.92K	875.44K	-47	-0.09%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.31%	53K	844.85K	1.01K	+1.94%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.3%	51.57K	822.09K	754	+1.48%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	0.29%	49.08K	782.29K	49.08K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.28%	48.23K	768.8K	3.42K	+7.64%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	35.19K	560.97K	8.58K	+32.24%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.2%	33.51K	534.1K	-291	-0.86%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	27.49K	438K	-7.34K	-21.07%
Dec 31, 2025		0.16%	27.45K	437.47K	25	+0.09%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.1%	17.25K	275.01K	4.19K	+32.12%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.1%	16.96K	270.3K	2.3K	+15.68%
Dec 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.07%	12.48K	198.93K	490	+4.09%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.07%	11.33K	180.6K	97	+0.86%
Dec 31, 2025	CANAL CAPITAL MANAGEMENT, LLC	0.07%	11.21K	178.73K	11.21K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	11.13K	177.44K	11.13K	+100.00%
Dec 31, 2025	DAVID J YVARS GROUP	0.06%	11K	176.99K	0	0
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.06%	10.79K	171.99K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	9.36K	149.25K	759	+8.82%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.04%	6.04K	96.28K	6.04K	+100.00%
Dec 31, 2025	CWM, LLC	0.03%	5.82K	93K	4.5K	+341.95%
Dec 31, 2025	COMERICA BANK	0.02%	3.97K	63.27K	-2.84K	-41.74%
Dec 31, 2025	EASTERN BANK	0.01%	1.87K	29.79K	0	0
Dec 31, 2025	CENTERPOINT ADVISORS, LLC	0.01%	1K	16K	0	0
Dec 31, 2025	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.01%	995	15.86K	995	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	948	15.11K	0	0
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0%	393	6.27K	15	+3.97%
Dec 31, 2025	COLONIAL TRUST CO / SC	0%	371	5.97K	0	0
Dec 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	152	2.42K	6	+4.11%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-11.12K	-100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-400	-100.00%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.53%	90.02K	1.43M	-7.1K	-7.31%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.43%	73.26K	1.18M	-2.18K	-2.89%
Sep 30, 2025	INVESCO LTD.	1.43%	242.83K	3.82M	-20.89K	-7.92%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.74%	125.07K	1.97M	-2.35K	-1.84%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.61%	103.73K	1.63M	34	+0.03%
Sep 30, 2025	LPL FINANCIAL LLC	0.58%	98.2K	1.54M	-480	-0.49%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.08%	13.06K	205.42K	2.33K	+21.72%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	8.6K	135.34K	8.6K	+100.00%
Sep 30, 2025	COMERICA BANK	0.04%	6.81K	107.17K	107	+1.60%
Sep 30, 2025	EASTERN BANK	0.01%	1.87K	29.4K	0	0
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.07%	11.99K	188.61K	245	+2.09%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	1.75K	27.54K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	1.72K	27.08K	1.72K	+100.00%
Sep 30, 2025	CWM, LLC	0.01%	1.32K	21K	0	0
Sep 30, 2025	CENTERPOINT ADVISORS, LLC	0.01%	1K	16K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	948	14.91K	0	0
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0%	378	5.95K	8	+2.16%
Sep 30, 2025	COLONIAL TRUST CO / SC	0%	371	5.76K	0	0
Sep 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	146	2.34K	146	+100.00%
Sep 30, 2025	ST GERMAIN D J CO INC	0%	125	1.97K	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0%	0	-	-72.02K	-100.00%
Sep 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	0	-	-252	-100.00%
Sep 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-3.72K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.57%	97.12K	1.53M	68.5K	+239.34%
Sep 30, 2025	UBS GROUP AG	0.32%	54.97K	864.65K	-4.37K	-7.37%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.31%	51.99K	806.39K	170	+0.33%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	28.4K	446.67K	4.04K	+16.57%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	26.61K	419K	-2K	-6.98%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.09%	14.66K	230.58K	2.7K	+22.55%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	3.19%	541.87K	8.52M	25.23K	+4.88%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	3.18%	540.24K	8.67M	12.25K	+2.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.91%	494.19K	7.77M	-28.07K	-5.37%
Sep 30, 2025	MORGAN STANLEY	2.32%	394.11K	6.2M	-953	-0.24%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.53%	90.73K	1.43M	1.31K	+1.46%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.3%	50.82K	799.4K	-285	-0.56%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.02%	3K	47K	0	0
Sep 30, 2025	RETIREMENT PLANNING GROUP, LLC / NY	1.59%	270.7K	4.35M	-9.11K	-3.26%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.26%	44.81K	704.82K	2.13K	+4.99%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.44%	75.43K	1.19M	75.43K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.08%	13.37K	210.28K	13.37K	+100.00%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0%	0	-	-11.44K	-100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	400	6.29K	400	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.2%	33.8K	531.64K	4.85K	+16.74%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	30.97K	487.19K	790	+2.62%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	11.23K	176.7K	48	+0.43%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.03%	174.55K	2.74M	3.18K	+1.86%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.07%	11.12K	174.95K	11.12K	+100.00%
Sep 30, 2025	DAVID J YVARS GROUP	0.06%	11K	170.72K	0	0
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.06%	10.79K	169.73K	0	0
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.5%	254.61K	4.01M	22.14K	+9.52%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	1.07%	181.52K	2.86M	124.38K	+217.70%
Sep 30, 2025	ROYAL BANK OF CANADA	0.18%	30.63K	482K	-3.29K	-9.70%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	34.83K	548K	0	0
Sep 30, 2025		0.16%	27.42K	440.03K	27.42K	+100.00%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.08%	13.6K	213.93K	0	0
Jun 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	252	3.99K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.18%	522.26K	8.1M	13.94K	+2.74%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.78%	127.42K	1.98M	-5.45K	-4.10%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.63%	103.69K	1.61M	-20.75K	-16.67%
Jun 30, 2025	LPL FINANCIAL LLC	0.6%	98.68K	1.53M	9.12K	+10.18%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	11.19K	173.37K	50	+0.45%
Jun 30, 2025	DAVID J YVARS GROUP	0.07%	11K	167.31K	0	0
Jun 30, 2025	CALAMOS ADVISORS LLC	0.07%	10.73K	166.3K	10.73K	+100.00%
Jun 30, 2025	INVESCO LTD.	1.61%	263.72K	4.09M	13.75K	+5.50%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.42%	232.48K	3.6M	4.4K	+1.93%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.04%	171.37K	2.66M	2.9K	+1.72%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.54%	89.42K	1.39M	4.94K	+5.85%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.44%	72.02K	1.12M	-32.06K	-30.80%
Jun 30, 2025	UBS GROUP AG	0.36%	59.34K	919.79K	-1.07K	-1.78%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.18%	28.95K	448.76K	-884	-2.96%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.17%	28.62K	443.59K	28.62K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	28.61K	443K	770	+2.77%
Jun 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.07%	11.75K	182.06K	255	+2.22%
Jun 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.07%	11.44K	177.36K	-11.44K	-50.00%
Jun 30, 2025	EASTERN BANK	0.01%	1.87K	28.97K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	1.75K	27.14K	1.75K	+100.00%
Jun 30, 2025	CWM, LLC	0.01%	1.32K	20K	0	0
Jun 30, 2025	CENTERPOINT ADVISORS, LLC	0.01%	1K	16K	0	0
Jun 30, 2025	COLONIAL TRUST CO / SC	0%	371	5.64K	0	0
Jun 30, 2025	HEXAGON CAPITAL PARTNERS LLC	0%	0	-	-1.92K	-100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-105.39K	-100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	3.14%	516.63K	8.01M	-7.94K	-1.51%
Jun 30, 2025	MORGAN STANLEY	2.4%	395.06K	6.12M	24.1K	+6.50%
Jun 30, 2025		1.7%	279.81K	4.43M	-6.89K	-2.40%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	34.83K	540K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	24.36K	377.55K	-1.07K	-4.20%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	3.21%	527.99K	8.35M	180.82K	+52.08%
Jun 30, 2025	RETIREMENT PLANNING GROUP, LLC / NY	1.7%	279.81K	4.43M	-6.89K	-2.40%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.26%	42.68K	661.49K	2.81K	+7.05%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.08%	13.6K	210.8K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.31%	51.11K	792.13K	-755	-1.46%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	11.96K	185.4K	954	+8.67%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	30.18K	467.82K	1.95K	+6.91%
Jun 30, 2025	ROYAL BANK OF CANADA	0.21%	33.93K	526K	7.21K	+26.99%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.32%	51.82K	803.22K	2.44K	+4.95%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.35%	57.13K	885.58K	51.03K	+836.62%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.02%	3K	46K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.02%	3.72K	57.65K	2.28K	+158.62%
Jun 30, 2025	COMERICA BANK	0.04%	6.71K	103.94K	111	+1.68%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.07%	10.79K	167.25K	0	0
Jun 30, 2025	ST GERMAIN D J CO INC	0%	125	1.94K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	948	14.69K	0	0
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0%	370	5.74K	8	+2.21%
Mar 31, 2025	DAVID J YVARS GROUP	0.07%	11K	158.62K	0	0
Mar 31, 2025	COLONIAL TRUST CO / SC	0%	371	5.35K	0	0
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0%	362	5.29K	0	0
Mar 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	252	3.68K	30	+13.51%
Mar 31, 2025	CORECAP ADVISORS, LLC	0%	0	-	-1K	-100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.16%	26.72K	390K	-1.08K	-3.87%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-265	-100.00%
Mar 31, 2025		0%	0	-	-310	-100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	3.14%	524.57K	7.65M	-4.2K	-0.79%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.01%	1.44K	20.98K	1.44K	+100.00%
Mar 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.07%	11.49K	182.69K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.04%	508.32K	7.42M	13.58K	+2.75%
Mar 31, 2025	MORGAN STANLEY	2.22%	370.96K	5.41M	32.75K	+9.68%
Mar 31, 2025	UBS GROUP AG	0.36%	60.42K	881.46K	-19.89K	-24.77%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.07%	11.14K	162.46K	11.14K	+100.00%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	11.01K	160.59K	11.01K	+100.00%
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0.02%	3K	43K	3K	+100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.63%	105.39K	1.64M	0	0
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.62%	104.09K	1.52M	-1.64K	-1.55%
Mar 31, 2025	LPL FINANCIAL LLC	0.54%	89.57K	1.31M	-17.36K	-16.24%
Mar 31, 2025	COMERICA BANK	0.04%	6.6K	96.22K	0	0
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	0.04%	6.1K	89K	6.1K	+100.00%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.31%	51.86K	756.64K	5.05K	+10.79%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.24%	39.87K	581.66K	2.44K	+6.52%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	34.83K	508K	1.62K	+4.88%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.18%	29.84K	435.3K	288	+0.97%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	28.23K	411.88K	1.07K	+3.94%
Mar 31, 2025	CWM, LLC	0.01%	1.32K	19K	0	0
Mar 31, 2025	CENTERPOINT ADVISORS, LLC	0.01%	1K	15K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	948	13.83K	0	0
Mar 31, 2025	ST GERMAIN D J CO INC	0%	125	1.82K	0	0
Mar 31, 2025	MONTAG A & ASSOCIATES INC	0%	0	-	-1K	-100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	25.43K	370.95K	-451	-1.74%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.74%	124.44K	1.82M	11.39K	+10.08%
Mar 31, 2025	HEXAGON CAPITAL PARTNERS LLC	0.01%	1.92K	28.03K	0	0
Mar 31, 2025	EASTERN BANK	0.01%	1.87K	27.27K	1.87K	+100.00%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-6.55K	-100.00%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	2.08%	347.18K	5.16M	149.73K	+75.83%
Mar 31, 2025	INVESCO LTD.	1.5%	249.97K	3.65M	6.42K	+2.64%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.36%	228.08K	3.33M	-15.29K	-6.28%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.01%	168.47K	2.46M	9.88K	+6.23%
Mar 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.14%	22.88K	348.88K	11.44K	+100.00%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.8%	132.87K	1.94M	-11.77K	-8.14%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.51%	84.48K	1.23M	784	+0.94%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.3%	49.38K	720.41K	7.95K	+19.19%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	27.84K	406K	3K	+12.08%
Mar 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.06%	10.79K	157.43K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.7%	112.92K	1.59M	5.89K	+5.50%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.51%	81.93K	1.15M	-18.19K	-18.17%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	1.46%	234.19K	3.36M	216.69K	+1,238.02%
Mar 31, 2024	COHEN & STEERS, INC.	1.81%	291.63K	4.1M	-10.5K	-3.48%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.17%	27.59K	388.17K	-672	-2.38%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.2%	193.18K	2.72M	-20.88K	-9.75%
Mar 31, 2024	MORGAN STANLEY	1.9%	305.67K	4.3M	30.32K	+11.01%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.7%	434.57K	6.11M	-3.09K	-0.71%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-26.4K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-389	-100.00%
Mar 31, 2024	ST GERMAIN D J CO INC	0%	125	1.76K	0	0
Mar 31, 2024	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	161	2K	36	+28.80%
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0%	173	2.43K	-250	-59.10%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	265	3.73K	265	+100.00%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	0%	325	4.57K	0	0
Mar 31, 2024	COMERICA BANK	0.04%	6.19K	87.04K	0	0
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.04%	6.71K	94.47K	6.71K	+100.00%
Mar 31, 2024	INVESCO LTD.	1.07%	172.41K	2.43M	-13.7K	-7.36%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	8.61K	121.1K	0	0
Mar 31, 2024	DAYMARK WEALTH PARTNERS, LLC	0.07%	10.79K	151.82K	0	0
Mar 31, 2024	DAVID J YVARS GROUP	0.07%	11K	153.45K	0	0
Mar 31, 2024	MGB WEALTH MANAGEMENT, LLC	0.07%	11.44K	161K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.67%	107.61K	1.51M	-7.6K	-6.60%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.67%	108.16K	1.52M	-129.55K	-54.50%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.87%	139.77K	1.97M	10.24K	+7.91%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.53%	246.78K	3.47M	11.98K	+5.10%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0%	0	-	-10.42K	-100.00%
Mar 31, 2024	COLONIAL TRUST CO / SC	0%	371	5.18K	0	0
Mar 31, 2024	CENTERPOINT ADVISORS, LLC	0.01%	1K	14K	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.89%	143.54K	2.02M	18.35K	+14.66%
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0.01%	1.92K	27.03K	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0.02%	3K	42K	3K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	5.54K	77.99K	0	0
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.08%	12.07K	170K	0	0
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.09%	14.28K	200.92K	14.28K	+100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	15.97K	224.7K	15.97K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.12%	18.94K	266.53K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.12%	19.14K	269.28K	19.14K	+100.00%
Mar 31, 2024	CONTINUUM WEALTH ADVISORS, LLC	0.12%	19.55K	275K	19.55K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	21.97K	309K	21.97K	+100.00%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.14%	23.29K	327.69K	-4K	-14.66%
Mar 31, 2024	CWM, LLC	0.01%	1.38K	19K	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.25%	40.1K	560.65K	6.61K	+19.73%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.37%	58.9K	828.74K	8.13K	+16.02%
Mar 31, 2024	MONTAG A & ASSOCIATES INC	0.01%	1K	14.39K	0	0
Mar 31, 2024	UBS GROUP AG	0.39%	62.78K	883.26K	-1.54K	-2.39%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	29.51K	415K	1.48K	+5.26%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.21%	33.12K	466.01K	11.02K	+49.88%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.48%	77.38K	1.09M	-5.06K	-6.13%
Mar 31, 2024	ROYAL BANK OF CANADA	0.49%	78.16K	1.1M	-265	-0.34%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0%	0	-	-213.69K	-100.00%
Dec 31, 2023	COMERICA BANK	0.04%	6.19K	83.82K	221	+3.70%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.16%	26.4K	357.72K	-1.1K	-4.01%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.14%	22.1K	299.43K	8.37K	+60.92%
Dec 31, 2023	DAVID J YVARS GROUP	0.07%	11K	148.94K	0	0
Dec 31, 2023	DAYMARK WEALTH PARTNERS, LLC	0.07%	10.79K	146.21K	-1.25K	-10.38%
Dec 31, 2023	CETERA ADVISORS LLC	0.12%	18.94K	256.68K	0	0
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.11%	17.5K	237.17K	-183.32K	-91.28%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.07%	10.42K	141.23K	-550	-5.01%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.08%	12.07K	164K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.51%	82.44K	1.1M	1.75K	+2.17%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.62%	100.11K	1.36M	4.75K	+4.99%
Dec 31, 2023	LPL FINANCIAL LLC	0.67%	107.04K	1.45M	2.73K	+2.62%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.72%	115.21K	1.56M	6.98K	+6.45%
Dec 31, 2023	ROYAL BANK OF CANADA	0.49%	78.42K	1.06M	9.03K	+13.01%
Dec 31, 2023	UBS GROUP AG	0.4%	64.32K	871.47K	-9.63K	-13.02%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	50.77K	687.91K	5.17K	+11.34%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.21%	33.5K	453.86K	665	+2.03%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.18%	28.26K	382.93K	-1.12K	-3.83%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	28.04K	380K	0	0
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.17%	27.29K	369.78K	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.78%	125.19K	1.7M	26.73K	+27.15%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.81%	129.52K	1.76M	-21.26K	-14.10%
Dec 31, 2023	INVESCO LTD.	1.16%	186.11K	2.52M	-9.16K	-4.69%
Dec 31, 2023		0.07%	11.44K	155.05K	11.44K	+100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.34%	214.06K	2.9M	2.19K	+1.03%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.47%	234.8K	3.18M	-33.12K	-12.36%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.48%	237.71K	3.22M	24.97K	+11.74%
Dec 31, 2023	MORGAN STANLEY	1.72%	275.34K	3.73M	11.04K	+4.17%
Dec 31, 2023	COHEN & STEERS, INC.	1.89%	302.13K	4.09M	-40K	-11.69%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.73%	437.67K	5.93M	16.14K	+3.83%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	0%	0	-	-12.82K	-100.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	8.61K	116.63K	0	0
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-3.3K	-100.00%
Dec 31, 2023	ST GERMAIN D J CO INC	0%	125	1.69K	0	0
Dec 31, 2023	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	125	2K	0	0
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0%	325	4.4K	-3.68K	-91.89%
Dec 31, 2023	COLONIAL TRUST CO / SC	0%	371	5.02K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	389	5.27K	-10.1K	-96.29%
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	0%	423	5.73K	423	+100.00%
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0%	511	6.94K	511	+100.00%
Dec 31, 2023	MONTAG A & ASSOCIATES INC	0.01%	1K	13.55K	0	0
Dec 31, 2023	CENTERPOINT ADVISORS, LLC	0.01%	1K	14K	0	0
Dec 31, 2023	CWM, LLC	0.01%	1.38K	19K	268	+24.08%
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0.01%	1.92K	26.03K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	5.54K	75.11K	0	0

Insiders

Among the JCE insiders holding of N/A of the stake in company, AMBOIAN JOHN P, , holds the largest shares of 11.5K. ZIMMERMAN GIFFORD R, Chief Administrative Officer, is the second largest JCE insider with ownership of 0 shares. NUVEEN FUND ADVISORS, LLC, , stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
AMBOIAN JOHN P		11.5K
ZIMMERMAN GIFFORD R	Chief Administrative Officer	0
NUVEEN FUND ADVISORS, LLC		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 13, 2017	NUVEEN FUND ADVISORS, LLC	SALE	13.88	5.24K	72.73K	0
Dec 22, 2010	ZIMMERMAN GIFFORD R	SALE	13.08	1K	13.08K	0
Nov 27, 2007	ZIMMERMAN GIFFORD R	PURCHASE	15.54	1K	15.54K	1K
Aug 03, 2007	AMBOIAN JOHN P	PURCHASE	13.05	11.5K	150.08K	11.5K

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