How many institutions own NPV 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 NPV shares is 40, representing 9.69% of the company's common stock.

Who are the major shareholders selling Nuveen Virginia Quality Municipal Income Fund stock?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, in the last quarter, reduced its stake in NPV by -64.28% restricting it's holding to 483 shares of worth nearly $5.59K. PRIVATE ADVISOR GROUP, LLC also lessened -27.34% of the NPV shares from its portfolio, reducing its holding to 24.47 thousand shares of worth $283.13K. WESTERN WEALTH MANAGEMENT, LLC also shunned NPV shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying NPV stock?

As per its latest 13F filing, MALOON POWERS PITRE HIGGINS & DENNEHY, LLC increased its stake in NPV by 100% in the last quarter. The institutional holder raised its holding to 18.39 thousand shares having worth more than $212.81K. CETERA INVESTMENT ADVISERS also added 50.05% more shares of NPV to its portfolio, raising its holding to 17 thousand shares of worth $196.64K. COMMONWEALTH EQUITY SERVICES, LLC also increased its NPV shares holding by 12.99% which brought its holding to 16.94 thousand shares worth $195.98K.

NPV's major insiders: who are they?

The insider with the most stakes in NPV is MARTIN LARRY W , V.P. & Assistant Secretary at the company. Additionally, NPV stock is highly held by 10 percent owner BANK OF AMERICA CORP /DE/ and N/A N/A among others.

Did an insider recently sell NPV stock?

Company executives, directors, and other insiders own N/A percent of Nuveen Virginia Quality Municipal Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which NPV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/.

Which insider recently purchased NPV stock?

There have been 0 transaction(s) during the past 6-months in which Nuveen Virginia Quality Municipal Income Fund insiders have bought stock, totalling 0 shares

How much of NPV does insiders own?

Around 0 Nuveen Virginia Quality Municipal Income Fund shares are held by insiders, which represents about N/A of NPV stock.

Who is the insider with the largest stake?

NPV V.P. & Assistant Secretary, MARTIN LARRY W holds the largest portfolio of the company's shares. NPV shares owned by MARTIN total nearly 1.8 thousand.

Which institution holds the most shares in NPV?

D'ORAZIO & ASSOCIATES, INC. is the largest institutional owner in NPV which holds 32.12 thousand shares worth $371.62K or 0.17% of the total NPV shares outstanding followed by D.A. DAVIDSON & CO. with ownership of 19.09 thousand shares representing 0.1% of the NPV ownership. MALOON POWERS PITRE HIGGINS & DENNEHY, LLC is the third largest stakeholder with 18.39 thousand shares or 0.1% of the ownership worth more than $212.81K.

Is Nuveen Virginia Quality Municipal Income Fund stock optionable?

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

Is there a short position on NPV's shares?

Number of NPV 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 NPV shares are there?

As of today, null shares of NPV are outstanding.

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

NPV 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 NPV is null.

Nuveen Virginia Quality Municipal Income Fund (NPV) 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

9.69% Percentage of Shares held by All Institutions

9.69% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 9.69% of NPV shares are held by financial institutions. D'ORAZIO & ASSOCIATES, INC. is the top corporate investor, holding 32.12K shares valued at $371.62K. A 0.17% stake in Nuveen Virginia Quality Municipal Income Fund is owned by the company. D.A. DAVIDSON & CO. owns 19.09K shares valued at $220.86K, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	D'ORAZIO & ASSOCIATES, INC.	0.17%	32.12K	371.62K	0	0
Jun 30, 2026	D.A. DAVIDSON & CO.	0.1%	19.09K	220.86K	0	0
Jun 30, 2026	MALOON POWERS PITRE HIGGINS & DENNEHY, LLC	0.1%	18.39K	212.81K	18.39K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.09%	17K	196.64K	5.67K	+50.05%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	16.94K	195.98K	1.95K	+12.99%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.06%	11.3K	130.74K	0	0
Jun 30, 2026	BURKE & HERBERT BANK & TRUST CO	0.05%	10.4K	120.33K	0	0
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.66%	126.01K	1.46M	20.54K	+19.48%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	483	5.59K	-869	-64.28%
Jun 30, 2026	MORSE ASSET MANAGEMENT, INC	0.02%	3.47K	40.13K	169	+5.12%
Jun 30, 2026	HARBOR INVESTMENT ADVISORY, LLC	0.02%	3.41K	39.49K	0	0
Jun 30, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	425	4.92K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0%	788	9.12K	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	11.57K	0	0
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.01%	2.52K	29.1K	2.52K	+100.00%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.06%	12.01K	138.92K	0	0
Jun 30, 2026	CORNERSTONE ADVISORY, LLC	0.08%	15.39K	178.06K	0	0
Jun 30, 2026	UBS GROUP AG	0.09%	16.71K	193.31K	144	+0.87%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	24.47K	283.13K	-9.21K	-27.34%
Jun 30, 2026	LPL FINANCIAL LLC	0.14%	25.92K	299.93K	5.03K	+24.06%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	27.41K	317.18K	5.17K	+23.25%
Jun 30, 2026	CANAL CAPITAL MANAGEMENT, LLC	0.15%	28.04K	324.41K	1K	+3.70%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	30.22K	349.64K	507	+1.71%
Jun 30, 2026	ROYAL BANK OF CANADA	0.16%	31.51K	365K	5K	+18.86%
Jun 30, 2026	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	0	0
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-500	-100.00%
Jun 30, 2026	DAVENPORT & CO LLC	1.91%	364.95K	4.22M	53.54K	+17.19%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.81%	155.01K	1.79M	-15.62K	-9.15%
Jun 30, 2026	MORGAN STANLEY	0.79%	150.41K	1.74M	4.54K	+3.11%
Jun 30, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	0.7%	134.19K	1.55M	134.19K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.66%	125.84K	1.46M	894	+0.72%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.48%	92.43K	1.07M	22.53K	+32.24%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.29%	54.95K	635.71K	-47.2K	-46.21%
Jun 30, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.27%	51.67K	597.81K	0	0
Jun 30, 2026	TRUIST FINANCIAL CORP	0.67%	128.44K	1.49M	-7.31K	-5.38%
Jun 30, 2026	CITADEL ADVISORS LLC	0.32%	62.02K	717.58K	16.61K	+36.59%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	61.55K	712K	2.8K	+4.77%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.31%	59.04K	683K	8.38K	+16.53%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.29%	55.27K	639.43K	2.63K	+5.00%
Jun 30, 2026	NORTHWEST FINANCIAL ADVISORS	0.27%	51.3K	593.54K	2.88K	+5.95%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.23%	44.96K	520.2K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	22.24K	252K	3.66K	+19.72%
Mar 31, 2026	D'ORAZIO & ASSOCIATES, INC.	0.17%	32.12K	363.91K	32.12K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.18%	33.68K	381.61K	2.31K	+7.38%
Mar 31, 2026	NORTHWEST FINANCIAL ADVISORS	0.25%	48.42K	548.56K	1.41K	+3.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.37%	69.89K	791.9K	3.25K	+4.88%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	11.33K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.35K	15.32K	-196	-12.66%
Mar 31, 2026	MORSE ASSET MANAGEMENT, INC	0.02%	3.3K	37.39K	57	+1.76%
Mar 31, 2026	HARBOR INVESTMENT ADVISORY, LLC	0.02%	3.41K	38.67K	0	0
Mar 31, 2026	BURKE & HERBERT BANK & TRUST CO	0.05%	10.4K	117.83K	0	0
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.06%	11.3K	128.03K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.06%	11.33K	128.34K	917	+8.81%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.06%	12.01K	136.04K	0	0
Mar 31, 2026	D.A. DAVIDSON & CO.	0.1%	19.09K	216.28K	1.27K	+7.14%
Mar 31, 2026	LPL FINANCIAL LLC	0.11%	20.9K	236.74K	-13.83K	-39.83%
Mar 31, 2026	CANAL CAPITAL MANAGEMENT, LLC	0.14%	27.04K	306.35K	2.81K	+11.60%
Mar 31, 2026	ROYAL BANK OF CANADA	0.14%	26.51K	300K	1.27K	+5.02%
Mar 31, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-10.66K	-100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-14.2K	-100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.26%	50.66K	574K	6.79K	+15.46%
Mar 31, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.27%	51.67K	585.41K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.27%	52.64K	596.36K	-10.68K	-16.87%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	58.75K	666K	-1.17K	-1.95%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.53%	102.15K	1.16M	-665	-0.65%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.23%	44.96K	509.41K	27.04K	+150.91%
Mar 31, 2026	CITADEL ADVISORS LLC	0.24%	45.41K	514.46K	-9.04K	-16.60%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.65%	124.95K	1.42M	9.33K	+8.06%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.71%	135.75K	1.54M	5.43K	+4.16%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.89%	170.63K	1.93M	15.63K	+10.09%
Mar 31, 2026	DAVENPORT & CO LLC	1.63%	311.4K	3.53M	30.58K	+10.89%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.55%	105.47K	1.2M	17.6K	+20.03%
Mar 31, 2026	MORGAN STANLEY	0.76%	145.88K	1.65M	-9.41K	-6.06%
Mar 31, 2026	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-15.02K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-12.35K	-100.00%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-41.98K	-100.00%
Mar 31, 2026	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	200	+100.00%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	425	4.82K	125	+41.67%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	500	5.67K	500	+100.00%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	29.71K	336.65K	331	+1.13%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	788	8.93K	0	0
Mar 31, 2026	CORNERSTONE ADVISORY, LLC	0.08%	15.39K	174.37K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	14.99K	169.86K	38	+0.25%
Mar 31, 2026	UBS GROUP AG	0.09%	16.56K	187.67K	3.07K	+22.78%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	29.38K	325.26K	663	+2.31%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.23%	43.88K	486K	-899	-2.01%
Dec 31, 2025	NORTHWEST FINANCIAL ADVISORS	0.26%	47.01K	520.36K	2.71K	+6.13%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.06%	11.3K	125.09K	-1.82K	-13.88%
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	12.35K	136.76K	12.35K	+100.00%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.06%	12.01K	132.92K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	14.2K	157.17K	14.2K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.07%	13.49K	149.35K	144	+1.08%
Dec 31, 2025	ROYAL BANK OF CANADA	0.13%	25.25K	279K	-1K	-3.81%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.16%	31.37K	347.23K	-245	-0.78%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	14.95K	165.54K	1.55K	+11.58%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	15.02K	166.25K	15.02K	+100.00%
Dec 31, 2025	CORNERSTONE ADVISORY, LLC	0.09%	15.39K	170.37K	0	0
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.09%	17.92K	198.36K	6.92K	+62.84%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	18.58K	205.66K	0	0
Dec 31, 2025	D.A. DAVIDSON & CO.	0.1%	17.82K	197.23K	17.82K	+100.00%
Dec 31, 2025	CANAL CAPITAL MANAGEMENT, LLC	0.14%	24.23K	268.22K	3.53K	+17.05%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.22%	41.98K	464.74K	41.98K	+100.00%
Dec 31, 2025	BURKE & HERBERT BANK & TRUST CO	0.05%	10.4K	115.13K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	59.92K	663K	-1.94K	-3.13%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	66.64K	737.75K	-6.48K	-8.86%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.46%	87.87K	972.71K	11.88K	+15.63%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.54%	102.81K	1.14M	2.5K	+2.49%
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.29%	51.67K	571.98K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	115.63K	1.28M	15.84K	+15.87%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.73%	130.33K	1.44M	11.44K	+9.62%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.81%	154.99K	1.72M	-35K	-18.42%
Dec 31, 2025	MORGAN STANLEY	0.81%	155.28K	1.72M	12.98K	+9.12%
Dec 31, 2025	DAVENPORT & CO LLC	1.57%	280.83K	3.11M	20.26K	+7.78%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-7.07K	-100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-13.5K	-100.00%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	300	3.32K	300	+100.00%
Dec 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.02%	3.41K	37.78K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	10.41K	115.24K	10.41K	+100.00%
Dec 31, 2025	SALOMON & LUDWIN, LLC	0%	0	-	-1.3K	-100.00%
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-200	-100.00%
Dec 31, 2025	FIERA CAPITAL CORP	0%	0	-	-158.94K	-100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	788	8.72K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	11.07K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.55K	17.14K	-5.8K	-78.94%
Dec 31, 2025	CITADEL ADVISORS LLC	0.28%	54.44K	602.68K	3.66K	+7.20%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.33%	63.31K	700.88K	193	+0.31%
Dec 31, 2025	MORSE ASSET MANAGEMENT, INC	0.02%	3.24K	35.9K	370	+12.88%
Dec 31, 2025	LPL FINANCIAL LLC	0.18%	34.73K	384.41K	-5.01K	-12.62%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	10.66K	117.95K	10.66K	+100.00%
Sep 30, 2025	MORSE ASSET MANAGEMENT, INC	0.02%	2.87K	33.33K	406	+16.46%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	7.35K	85.26K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	13.4K	155K	-997	-6.92%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.08%	13.5K	156.59K	153	+1.15%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	18.58K	215.51K	9.01K	+94.17%
Sep 30, 2025	NORTHWEST FINANCIAL ADVISORS	0.25%	44.29K	513.79K	-1.51K	-3.30%
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.29%	51.67K	599.36K	0	0
Sep 30, 2025	FIERA CAPITAL CORP	0.89%	158.94K	1.84M	-820	-0.51%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-566	-100.00%
Sep 30, 2025	BROWN ADVISORY INC	0%	0	-	-11.05K	-100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	44.78K	519K	11	+0.02%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.35%	63.12K	732.2K	6.57K	+11.62%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	73.12K	848.18K	-20.94K	-22.26%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.42%	75.99K	881.53K	11.28K	+17.42%
Sep 30, 2025	XML FINANCIAL, LLC	0%	0	-	-15.35K	-100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	788	9.14K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	11.6K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.04%	7.07K	81.99K	7.07K	+100.00%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.06%	11K	127.65K	11K	+100.00%
Sep 30, 2025	BURKE & HERBERT BANK & TRUST CO	0.06%	10.4K	120.64K	0	0
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.07%	13.12K	152.2K	3.12K	+31.21%
Sep 30, 2025	ROYAL BANK OF CANADA	0.15%	26.25K	304K	267	+1.03%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.66%	118.89K	1.38M	63.48K	+114.58%
Sep 30, 2025	MORGAN STANLEY	0.79%	142.3K	1.65M	12.65K	+9.76%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.07%	12.01K	139.28K	2K	+19.99%
Sep 30, 2025	UBS GROUP AG	0.07%	13.35K	154.83K	114	+0.86%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.56%	99.79K	1.16M	61.96K	+163.79%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.56%	100.31K	1.16M	44.7K	+80.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.06%	189.99K	2.2M	-779	-0.41%
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.09%	15.39K	178.53K	293	+1.94%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	0	0
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	28.72K	333.14K	547	+1.94%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	31.61K	366.7K	297	+0.95%
Sep 30, 2025	LPL FINANCIAL LLC	0.22%	39.74K	460.96K	8.63K	+27.75%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	61.85K	717K	53	+0.09%
Sep 30, 2025	CITADEL ADVISORS LLC	0.28%	50.79K	589.13K	-5.3K	-9.45%
Sep 30, 2025	DAVENPORT & CO LLC	1.45%	260.57K	3.02M	20.8K	+8.68%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-5.45K	-100.00%
Sep 30, 2025	CANAL CAPITAL MANAGEMENT, LLC	0.12%	20.7K	240.12K	5.45K	+35.74%
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.02%	3.41K	39.59K	0	0
Sep 30, 2025	SALOMON & LUDWIN, LLC	0.01%	1.3K	15.04K	0	0
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	0.08%	15.1K	169.99K	97	+0.65%
Jun 30, 2025	CANAL CAPITAL MANAGEMENT, LLC	0.09%	15.25K	171.72K	15.25K	+100.00%
Jun 30, 2025	DAVENPORT & CO LLC	1.34%	239.76K	2.7M	6.46K	+2.77%
Jun 30, 2025	FIERA CAPITAL CORP	0.89%	159.76K	1.8M	-2.03K	-1.25%
Jun 30, 2025	BURKE & HERBERT BANK & TRUST CO	0.06%	10.4K	117.1K	0	0
Jun 30, 2025	MORSE ASSET MANAGEMENT, INC	0.01%	2.47K	27.77K	1.92K	+347.73%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	0	0
Jun 30, 2025	MORGAN STANLEY	0.72%	129.65K	1.46M	-6.73K	-4.93%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.36%	64.72K	728.74K	64.72K	+100.00%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.29%	51.67K	581.79K	0	0
Jun 30, 2025	BROWN ADVISORY INC	0.06%	11.05K	124.41K	11.05K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	788	8.87K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.32%	56.55K	636.78K	-45.13K	-44.38%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.31%	55.61K	626.17K	2.5K	+4.71%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.31%	55.4K	623.85K	3.19K	+6.10%
Jun 30, 2025	NORTHWEST FINANCIAL ADVISORS	0.26%	45.8K	515.75K	4.35K	+10.48%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	44.76K	504K	-488	-1.08%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	37.83K	425.93K	2.59K	+7.34%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	31.32K	352.61K	3.1K	+11.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.17%	31.11K	350.24K	31.11K	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.07%	13.35K	150.28K	0	0
Jun 30, 2025	UBS GROUP AG	0.07%	13.23K	149K	-1.29K	-8.88%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.06%	10.01K	112.68K	0	0
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.06%	10K	112.6K	10K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	9.57K	107.74K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	7.35K	82.76K	5.72K	+351.20%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.03%	5.45K	61.37K	5.45K	+100.00%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.02%	3.41K	38.43K	0	0
Jun 30, 2025	SALOMON & LUDWIN, LLC	0.01%	1.3K	14.7K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-14.24K	-100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-21.43K	-100.00%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	28.17K	317.22K	417	+1.50%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	25.98K	293K	-6.59K	-20.23%
Jun 30, 2025	XML FINANCIAL, LLC	0.09%	15.35K	172.84K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	11.26K	0	0
Jun 30, 2025	RONALD BLUE TRUST, INC.	0%	566	6.37K	0	0
Jun 30, 2025	BESSEMER GROUP INC	0%	0	-	-9.62K	-100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	14.4K	162K	89	+0.62%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.06%	190.77K	2.15M	-3.69K	-1.90%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	61.8K	696K	-58.47K	-48.61%
Jun 30, 2025	CITADEL ADVISORS LLC	0.31%	56.09K	631.57K	4.99K	+9.75%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	94.06K	1.06M	-539	-0.57%
Mar 31, 2025	DAVENPORT & CO LLC	1.3%	233.31K	2.79M	8.55K	+3.81%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-24.8K	-100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	45.25K	540K	-1.34K	-2.88%
Mar 31, 2025	CITADEL ADVISORS LLC	0.28%	51.11K	610.19K	-6.16K	-10.76%
Mar 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.29%	51.67K	616.93K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.29%	52.22K	623.5K	27.61K	+112.18%
Mar 31, 2025	CORNERSTONE ADVISORY, LLC	0.08%	15K	169.35K	5K	+50.00%
Mar 31, 2025	XML FINANCIAL, LLC	0.09%	15.35K	183.28K	-7.6K	-33.10%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.12%	21.43K	255.85K	-1.52K	-6.64%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	11.94K	0	0
Mar 31, 2025	SALOMON & LUDWIN, LLC	0.01%	1.3K	15.52K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	9.57K	114.24K	0	0
Mar 31, 2025	BESSEMER GROUP INC	0.05%	9.62K	115K	9.62K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.16%	28.21K	336.85K	-3.7K	-11.61%
Mar 31, 2025	ROYAL BANK OF CANADA	0.18%	32.57K	389K	-911	-2.72%
Mar 31, 2025	DUDLEY CAPITAL MANAGEMENT, LLC	0%	0	-	-19.75K	-100.00%
Mar 31, 2025	AQR ARBITRAGE LLC	0%	0	-	-19.35K	-100.00%
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	200	+100.00%
Mar 31, 2025	MORSE ASSET MANAGEMENT, INC	0%	551	6.58K	551	+100.00%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0%	566	6.76K	0	0
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	27.76K	331.39K	216	+0.78%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0%	0	-	-16.38K	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	788	9.41K	0	0
Mar 31, 2025	BURKE & HERBERT BANK & TRUST CO	0.06%	10.4K	124.18K	10.4K	+100.00%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.07%	13.35K	159.35K	0	0
Mar 31, 2025	VIRTU FINANCIAL LLC	0.08%	14.24K	170K	14.24K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	14.31K	171K	53	+0.37%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	35.24K	420.79K	24.05K	+214.77%
Mar 31, 2025	NORTHWEST FINANCIAL ADVISORS	0.23%	41.46K	495.01K	-8.86K	-17.61%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.3%	53.11K	634.13K	-4.46K	-7.74%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	94.6K	1.13M	12.69K	+15.49%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.57%	101.68K	1.21M	-4.44K	-4.19%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	120.26K	1.44M	29.62K	+32.68%
Mar 31, 2025	SANDY SPRING BANK	0.06%	10K	119.4K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.06%	10.01K	119.48K	3K	+42.81%
Mar 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.02%	3.41K	40.75K	0	0
Mar 31, 2025	UBS GROUP AG	0.08%	14.52K	173.41K	-17.92K	-55.23%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-2.56K	-100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.63K	19.45K	0	0
Mar 31, 2025	MORGAN STANLEY	0.76%	136.38K	1.63M	48.92K	+55.94%
Mar 31, 2025	FIERA CAPITAL CORP	0.9%	161.79K	1.93M	-15.81K	-8.90%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.08%	194.46K	2.32M	-27.16K	-12.26%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.74%	132.26K	1.46M	1.9K	+1.46%
Mar 31, 2024	MATISSE CAPITAL	0.84%	150.14K	1.66M	0	0
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.9%	161.06K	1.71M	0	0
Mar 31, 2024	DAVENPORT & CO LLC	1.09%	194.52K	2.15M	22.64K	+13.17%
Mar 31, 2024	FIERA CAPITAL CORP	1.6%	286.03K	3.17M	-73.5K	-20.44%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	0%	0	-	-14.88K	-100.00%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	200	+100.00%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	566	6.27K	566	+100.00%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	2.01K	22.22K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.02%	3.27K	36.14K	3.27K	+100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.03%	5.8K	64.21K	-17.65K	-75.27%
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.05%	8.43K	93.3K	-3.3K	-28.11%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	15.74K	174.24K	5K	+46.55%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.09%	16.88K	186.84K	0	0
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.11%	19.52K	245.4K	-3.87K	-16.55%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.11%	19.53K	216.18K	0	0
Mar 31, 2024	DUDLEY CAPITAL MANAGEMENT, LLC	0.11%	19.75K	216.86K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.17%	30.62K	339K	-250	-0.81%
Mar 31, 2024	AMERICAN NATIONAL BANK & TRUST CO /VA/	0.26%	46K	509.24K	46K	+100.00%
Mar 31, 2024	COASTAL INVESTMENT ADVISORS, INC.	0.29%	51.67K	571.98K	3.7K	+7.71%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	11.07K	0	0
Mar 31, 2024	MAIN STREET GROUP, LTD	0.01%	1.23K	13.48K	0	0
Mar 31, 2024	UMB BANK, N.A.	0.01%	1.26K	13.93K	-359	-22.20%
Mar 31, 2024	SALOMON & LUDWIN, LLC	0.01%	1.3K	14.39K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.63K	18.03K	-452	-21.72%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.17%	30.97K	342.83K	30.97K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.21%	38.3K	423.99K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.22%	38.81K	430K	-2.45K	-5.93%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.22%	39.6K	438.41K	2.22K	+5.94%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.22%	39.67K	439.15K	-20.41K	-33.97%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.22%	39.71K	439.58K	-544	-1.35%
Mar 31, 2024	NORTHWEST FINANCIAL ADVISORS	0.22%	40.17K	444.65K	11.38K	+39.51%
Mar 31, 2024	UBS GROUP AG	0.31%	55.84K	618.17K	24.1K	+75.93%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.32%	57.39K	635.27K	57.39K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.33%	59.14K	654.64K	2.77K	+4.92%
Mar 31, 2024	MORGAN STANLEY	0.45%	81.05K	897.26K	-17.26K	-17.55%
Mar 31, 2024	AQR ARBITRAGE LLC	0.48%	85.33K	944.55K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	103.49K	1.15M	23.93K	+30.07%
Mar 31, 2024	RPO LLC	0%	0	-	-33.06K	-100.00%
Mar 31, 2024	ELEQUIN SECURITIES, LLC	0%	0	-	-8.63K	-100.00%
Mar 31, 2024	ALMITAS CAPITAL LLC	0%	0	-	-10.57K	-100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	0	-	-12.32K	-100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.11%	20.14K	223K	128	+0.64%
Mar 31, 2024	NOMURA HOLDINGS INC	0.13%	22.7K	251.29K	22.7K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	55.24K	611K	11.28K	+25.65%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.47%	83.67K	926.25K	6.45K	+8.35%
Mar 31, 2024	SMITH, SALLEY & ASSOCIATES	0%	0	-	-46K	-100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0%	0	-	-22.67K	-100.00%
Mar 31, 2024	CORNERSTONE ADVISORY, LLC	0.06%	10K	110.7K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	14.05K	155.5K	1.5K	+11.96%
Mar 31, 2024	SANDY SPRING BANK	0.08%	15K	166.05K	0	0
Mar 31, 2024	XML FINANCIAL, LLC	0.09%	15.35K	169.93K	15.35K	+100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.13%	23.45K	252.8K	-88.08K	-78.97%
Dec 31, 2023	ROYAL BANK OF CANADA	0.17%	30.87K	333K	-1.43K	-4.44%
Dec 31, 2023	UBS GROUP AG	0.18%	31.74K	342.17K	-10.32K	-24.54%
Dec 31, 2023	RPO LLC	0.18%	33.06K	356.33K	-9.63K	-22.56%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.21%	37.38K	402.97K	741	+2.02%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	38.3K	412.89K	3.3K	+9.43%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.22%	40.25K	433.92K	2.94K	+7.88%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.23%	41.25K	445K	-6.17K	-13.01%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	43.96K	474K	-3.99K	-8.31%
Dec 31, 2023	SMITH, SALLEY & ASSOCIATES	0.26%	46K	495.9K	46K	+100.00%
Dec 31, 2023	COASTAL INVESTMENT ADVISORS, INC.	0.27%	47.97K	517.11K	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.31%	56.36K	607.61K	2.58K	+4.79%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.34%	60.08K	647.64K	44.01K	+273.83%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.43%	77.22K	832.48K	77.22K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.44%	79.56K	857.66K	-11.55K	-12.68%
Dec 31, 2023	AQR ARBITRAGE LLC	0.48%	85.33K	919.8K	23.58K	+38.18%
Dec 31, 2023	MORGAN STANLEY	0.55%	98.31K	1.06M	-4.6K	-4.47%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.73%	130.36K	1.41M	45	+0.03%
Dec 31, 2023	MATISSE CAPITAL	0.84%	150.14K	1.62M	150.14K	+100.00%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.9%	161.06K	1.73M	62.08K	+62.73%
Dec 31, 2023	DAVENPORT & CO LLC	0.96%	171.87K	1.85M	16.69K	+10.76%
Dec 31, 2023	FIERA CAPITAL CORP	2.01%	359.53K	3.88M	359.53K	+100.00%
Dec 31, 2023	CHEMISTRY WEALTH MANAGEMENT LLC	0%	0	-	-44.54K	-100.00%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-200	-100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-1.25K	-100.00%
Dec 31, 2023	BAKER AVENUE ASSET MANAGEMENT, LP	0%	0	-	-4.5K	-100.00%
Dec 31, 2023	SUNCOAST EQUITY MANAGEMENT	0%	0	-	-19.83K	-100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	788	8.5K	-68	-7.94%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	10.78K	0	0
Dec 31, 2023	SALOMON & LUDWIN, LLC	0.01%	1.3K	12.35K	0	0
Dec 31, 2023	UMB BANK, N.A.	0.01%	1.62K	17.43K	1.62K	+100.00%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	2.01K	21.35K	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.08K	22.43K	-1.31K	-38.58%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.05%	8.63K	93.05K	8.63K	+100.00%
Dec 31, 2023	CORNERSTONE ADVISORY, LLC	0.06%	10K	107.8K	-9.21K	-47.95%
Dec 31, 2023	ALMITAS CAPITAL LLC	0.06%	10.57K	113.96K	10.57K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	10.74K	115.78K	0	0
Dec 31, 2023	HARBOR INVESTMENT ADVISORY, LLC	0.07%	11.72K	126.37K	35	+0.30%
Dec 31, 2023	JANE STREET GROUP, LLC	0.07%	12.32K	132.84K	12.32K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.07%	12.55K	135.26K	-5.7K	-31.24%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.08%	14.88K	160.35K	-4.33K	-22.56%
Dec 31, 2023	SANDY SPRING BANK	0.08%	15K	161.7K	0	0
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.09%	16.88K	181.95K	-19.2K	-53.22%
Dec 31, 2023		0.01%	1.23K	13.24K	1.23K	+100.00%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.11%	19.53K	210.51K	-2.51K	-11.39%
Dec 31, 2023	DUDLEY CAPITAL MANAGEMENT, LLC	0.11%	19.75K	212.91K	4.75K	+31.67%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.11%	20.02K	215.77K	1.81K	+9.95%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.13%	22.67K	244K	2.1K	+10.18%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.13%	23.39K	297.1K	23.39K	+100.00%

Insiders

Among the NPV insiders holding of N/A of the stake in company, MARTIN LARRY W, V.P. & Assistant Secretary, holds the largest shares of 1.8K. BANK OF AMERICA CORP /DE/, 10 percent owner, is the second largest NPV insider with ownership of 0 shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
MARTIN LARRY W	V.P. & Assistant Secretary	1.8K
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 04, 2011	BANK OF AMERICA CORP /DE/	SALE	14.51	100	1.45K	0
Sep 15, 2010	MARTIN LARRY W	PURCHASE	10.15	1.8K	18.27K	1.8K
Mar 11, 2010	BANK OF AMERICA CORP /DE/	SALE	10.04	500	5.02K	0
Nov 03, 2009	BANK OF AMERICA CORP /DE/	SALE	15.50	54	837	0

Frequently Asked Questions