How many institutions own PFL 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 PFL shares is 79, representing 18.22% of the company's common stock.

Who are the major shareholders selling PIMCO Income Strategy Fund stock?

PINNACLE FINANCIAL PARTNERS, INC., in the last quarter, reduced its stake in PFL by -0.46% restricting it's holding to 140.3 thousand shares of worth nearly $1.11M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also lessened -16.19% of the PFL shares from its portfolio, reducing its holding to 17.94 thousand shares of worth $141.37K. BANK OF AMERICA CORP /DE/ also shunned PFL shares holding by -0.38% last quarter which brought its holding to 204.41 thousand shares worth $1.61M.

Investors who are buying PFL stock?

As per its latest 13F filing, D.A. DAVIDSON & CO. increased its stake in PFL by 1.33% in the last quarter. The institutional holder raised its holding to 36.23 thousand shares having worth more than $285.52K. TD WATERHOUSE CANADA INC. also added 68.11% more shares of PFL to its portfolio, raising its holding to 41.67 thousand shares of worth $328.92K. CENTAURUS FINANCIAL, INC. also increased its PFL shares holding by 1.03% which brought its holding to 257.01 thousand shares worth $2.03M.

PFL's major insiders: who are they?

The insider with the most stakes in PFL is GROSS WILLIAM H , at the company. Additionally, PFL stock is highly held by director Vandecruze Grace and director GALLAGHER BRADFORD K among others.

Did an insider recently sell PFL stock?

Company executives, directors, and other insiders own N/A percent of PIMCO Income Strategy Fund's stock. Within the last six months, there have been 0 transaction(s) in which PFL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BRIGADE LEVERAGED CAPITAL STRUCTURES FUND LTD., BANK OF AMERICA CORP /DE/, and GROSS WILLIAM H.

Which insider recently purchased PFL stock?

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

How much of PFL does insiders own?

Around 0 PIMCO Income Strategy Fund shares are held by insiders, which represents about N/A of PFL stock.

Who is the insider with the largest stake?

PFL , GROSS WILLIAM H holds the largest portfolio of the company's shares. PFL shares owned by GROSS total nearly 79.83 thousand.

Which institution holds the most shares in PFL?

PINNACLE FINANCIAL PARTNERS, INC. is the largest institutional owner in PFL which holds 140.3 thousand shares worth $1.11M or 0.29% of the total PFL shares outstanding followed by SOWELL FINANCIAL SERVICES LLC with ownership of 16.64 thousand shares representing 0.04% of the PFL ownership. D.A. DAVIDSON & CO. is the third largest stakeholder with 36.23 thousand shares or 0.08% of the ownership worth more than $285.52K.

Is PIMCO Income Strategy 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 PFL is concerned, it is a stock which is not optionable.

Is there a short position on PFL's shares?

Number of PFL 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 PFL shares are there?

As of today, null shares of PFL are outstanding.

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

PFL 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 PFL is null.

PIMCO Income Strategy Fund (PFL) 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

18.22% Percentage of Shares held by All Institutions

18.22% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 18.22% of PFL shares are held by financial institutions. PINNACLE FINANCIAL PARTNERS, INC. is the top corporate investor, holding 140.3K shares valued at $1.11M. A 0.29% stake in PIMCO Income Strategy Fund is owned by the company. SOWELL FINANCIAL SERVICES LLC owns 16.64K shares valued at $131.13K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PINNACLE FINANCIAL PARTNERS, INC.	0.29%	140.3K	1.11M	-655	-0.46%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.04%	16.64K	131.13K	0	0
Jun 30, 2026	D.A. DAVIDSON & CO.	0.08%	36.23K	285.52K	476	+1.33%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.09%	41.67K	328.92K	16.88K	+68.11%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.53%	257.01K	2.03M	2.63K	+1.03%
Jun 30, 2026	STONEX GROUP INC.	0.08%	36.39K	289.31K	16.51K	+83.06%
Jun 30, 2026	NOBLE WEALTH MANAGEMENT PBC	0.08%	38.26K	301.51K	0	0
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.04%	17.11K	134.51K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	17.94K	141.37K	-3.47K	-16.19%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.42%	204.41K	1.61M	-784	-0.38%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.47%	224.18K	1.77M	-10.46K	-4.46%
Jun 30, 2026	ROYAL BANK OF CANADA	0.51%	246.96K	1.95M	11.48K	+4.88%
Jun 30, 2026	INVESCO LTD.	0.72%	348.67K	2.75M	17.23K	+5.20%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.84%	886.43K	6.99M	81.42K	+10.11%
Jun 30, 2026	ELEMENT WEALTH, LLC	0.04%	15.86K	124.97K	509	+3.32%
Jun 30, 2026	ARMOR INVESTMENT ADVISORS, LLC	0.04%	18.52K	145.97K	-3.21K	-14.78%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.09%	41.33K	325.7K	-5.01K	-10.81%
Jun 30, 2026	CITADEL ADVISORS LLC	0.09%	42.56K	335.4K	42.56K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.11%	52.12K	410.69K	13.8K	+36.03%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.12%	60.13K	473.85K	-351.71K	-85.40%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.13%	62.21K	490.21K	2.84K	+4.78%
Jun 30, 2026		0.33%	140.3K	1.11M	-655	-0.46%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.09%	43.35K	341.56K	1.27K	+3.01%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	46.17K	367.6K	-7.58K	-14.10%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	48.51K	382K	3.15K	+6.95%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.11%	54.68K	430.86K	54.68K	+100.00%
Jun 30, 2026	CYPRESS CAPITAL GROUP	0.12%	58.21K	458.72K	0	0
Jun 30, 2026	UBS GROUP AG	0.13%	60.25K	474.75K	43.11K	+251.51%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.14%	65.72K	517.87K	12.76K	+24.10%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.15%	70.75K	557.53K	-8.9K	-11.17%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	82.17K	648K	-6.09K	-6.90%
Jun 30, 2026	HORIZON KINETICS ASSET MANAGEMENT LLC	0.19%	93.25K	734.83K	0	0
Jun 30, 2026	TRUIST FINANCIAL CORP	0.19%	93.98K	740.57K	1.57K	+1.70%
Jun 30, 2026	LIDO ADVISORS, LLC	0.26%	123.88K	1.35M	105.07K	+558.43%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	180.61K	1.42M	-17.19K	-8.69%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.53%	254.1K	2M	39.59K	+18.46%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.58%	281.19K	2.22M	5.27K	+1.91%
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	0.61%	295.08K	2.35M	251.85K	+582.57%
Jun 30, 2026	GRANITESHARES ADVISORS LLC	0.7%	335.39K	2.64M	43.9K	+15.06%
Jun 30, 2026	HOHIMER WEALTH MANAGEMENT, LLC	0.81%	390.26K	3.08M	-45.01K	-10.34%
Jun 30, 2026	LPL FINANCIAL LLC	0.9%	432.73K	3.41M	12.84K	+3.06%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	1.09%	524.74K	4.13M	-25.42K	-4.62%
Jun 30, 2026	MORGAN STANLEY	1.23%	594.86K	4.69M	5.82K	+0.99%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	6.02K	47.42K	6.02K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.02%	9.47K	74.62K	9.47K	+100.00%
Jun 30, 2026	SPRINKLE FINANCIAL CONSULTANTS LLC	0.02%	10K	78.8K	0	0
Jun 30, 2026	CENTENNIAL BANK/AR/	0.02%	10K	78.8K	10K	+100.00%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.03%	11.2K	88.26K	0	0
Jun 30, 2026	SCOTIA CAPITAL INC.	0.03%	11.57K	91.23K	0	0
Jun 30, 2026	CORECAP ADVISORS, LLC	0.03%	12.35K	97.28K	4K	+47.93%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.03%	13.23K	104.25K	1.49K	+12.67%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.03%	13.48K	106.2K	-850	-5.93%
Jun 30, 2026	TUDOR FINANCIAL INC.	0.03%	14.71K	115.9K	0	0
Jun 30, 2026	COLONY GROUP, LLC	0.04%	15.18K	119.64K	88	+0.58%
Jun 30, 2026	BENSLER, LLC	0.04%	17.53K	138.14K	17.53K	+100.00%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.83%	880.07K	6.93M	-74.96K	-7.85%
Jun 30, 2026	BLACKROCK, INC.	0.04%	19.76K	155.74K	0	0
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.04%	21.34K	168.19K	385	+1.84%
Jun 30, 2026	ELM3 FINANCIAL GROUP, LLC	0.05%	22.53K	177.51K	-3.36K	-12.97%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.05%	23.5K	185.18K	0	0
Jun 30, 2026	SHUFRO ROSE & CO LLC	0.05%	24.1K	189.91K	0	0
Jun 30, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.06%	26.75K	210.75K	6.27K	+30.64%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	27.08K	213.39K	1.93K	+7.67%
Jun 30, 2026	IMC-CHICAGO, LLC	0.07%	31.93K	251.62K	31.93K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.04%	15.1K	120.76K	0	0
Mar 31, 2026	LIDO ADVISORS, LLC	0.04%	18.82K	152.05K	0	0
Mar 31, 2026	UBS GROUP AG	0.04%	17.14K	137.12K	17	+0.10%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.04%	17.11K	136.56K	5.61K	+48.74%
Mar 31, 2026	ELEMENT WEALTH, LLC	0.04%	15.35K	122.8K	403	+2.70%
Mar 31, 2026	TUDOR FINANCIAL INC.	0.03%	14.71K	117.66K	0	0
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.03%	14.33K	114.62K	-397	-2.70%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.98%	955.03K	7.64M	-28.03K	-2.85%
Mar 31, 2026	MORGAN STANLEY	1.22%	589.04K	4.71M	35.17K	+6.35%
Mar 31, 2026	LPL FINANCIAL LLC	0.87%	419.89K	3.36M	-77.84K	-15.64%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.53%	254.38K	2.04M	740	+0.29%
Mar 31, 2026	ROYAL BANK OF CANADA	0.49%	235.48K	1.88M	32.67K	+16.11%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.44%	214.51K	1.72M	41.04K	+23.66%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.43%	205.19K	1.64M	201	+0.10%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	197.8K	1.58M	-55.18K	-21.81%
Mar 31, 2026	HORIZON KINETICS ASSET MANAGEMENT LLC	0.19%	93.25K	746.02K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.19%	92.41K	739.3K	363	+0.39%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.12%	59.37K	474.95K	3.32K	+5.92%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	53.75K	430.04K	4.46K	+9.04%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.08%	38.26K	306.1K	-14.67K	-27.71%
Mar 31, 2026	SHUFRO ROSE & CO LLC	0.05%	24.1K	192.8K	0	0
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.04%	20.96K	167.67K	354	+1.72%
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	20.47K	163.78K	0	0
Mar 31, 2026	STONEX GROUP INC.	0.04%	19.88K	160.6K	-20.02K	-50.18%
Mar 31, 2026	BLACKROCK, INC.	0.04%	19.76K	158.11K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.03%	16.79K	134.3K	-1.56K	-8.49%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.07%	35.76K	286.06K	11.76K	+48.99%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.03%	16.64K	133.13K	0	0
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.87%	805.01K	6.44M	85.59K	+11.90%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.85%	411.85K	3.29M	-4.56K	-1.09%
Mar 31, 2026	CYPRESS CAPITAL GROUP	0.12%	58.21K	465.7K	0	0
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.05%	25.15K	201.2K	528	+2.14%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	1.14%	550.16K	4.4M	-9.18K	-1.64%
Mar 31, 2026	HOHIMER WEALTH MANAGEMENT, LLC	0.9%	435.27K	3.48M	178.3K	+69.38%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.03%	11.74K	93.94K	288	+2.51%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.03%	11.57K	92.59K	-174	-1.48%
Mar 31, 2026	MARINER, LLC	0.03%	11.38K	91.01K	-2.49K	-17.94%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.03%	11.2K	89.6K	0	0
Mar 31, 2026		0.29%	140.96K	1.13M	7.96K	+5.98%
Mar 31, 2026	SEMUS WEALTH PARTNERS LLC	0.02%	10.15K	81.19K	-41	-0.40%
Mar 31, 2026	SPRINKLE FINANCIAL CONSULTANTS LLC	0.02%	10K	80K	10K	+100.00%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.02%	8.35K	66.76K	1.9K	+29.48%
Mar 31, 2026	ANFIELD CAPITAL MANAGEMENT, LLC	0.02%	6.67K	53.35K	0	0
Mar 31, 2026	CLEAR POINT ADVISORS INC.	0.01%	5.64K	294.47K	5.64K	+100.00%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0.01%	4.25K	34K	0	0
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	3.56K	28.73K	136	+3.97%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.01%	2.5K	20K	2.5K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.57%	275.92K	2.21M	20.2K	+7.90%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.17%	79.65K	637.2K	-11K	-12.13%
Mar 31, 2026	NAVIS WEALTH ADVISORS, LLC	0.14%	68.65K	549.21K	68.65K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.08%	38.32K	306.52K	25.77K	+205.37%
Mar 31, 2026	ELM3 FINANCIAL GROUP, LLC	0.05%	25.89K	207.08K	-1.55K	-5.65%
Mar 31, 2026	INVESCO LTD.	0.69%	331.44K	2.65M	14.09K	+4.44%
Mar 31, 2026	GRANITESHARES ADVISORS LLC	0.6%	291.49K	2.33M	-33.36K	-10.27%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.49%	234.65K	1.88M	1.84K	+0.79%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	88.27K	706K	-1.31K	-1.46%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.11%	52.96K	423.65K	401	+0.76%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.1%	46.34K	370.74K	-1.5K	-3.14%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.09%	45.36K	363K	-11.16K	-19.75%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.09%	42.08K	336.62K	1.17K	+2.85%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.09%	43.23K	345.85K	43.23K	+100.00%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.05%	24.79K	199.52K	0	0
Mar 31, 2026	PFG INVESTMENTS, LLC	0.05%	23.5K	188K	0	0
Mar 31, 2026	ARMOR INVESTMENT ADVISORS, LLC	0.05%	21.74K	173.89K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	21.41K	171.25K	1.41K	+7.04%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	18.95K	151.61K	539	+2.93%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.68%	719.42K	6.06M	385.36K	+115.35%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.07%	983.06K	8.29M	187.98K	+23.64%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.43%	204.99K	1.73M	-2.84K	-1.37%
Dec 31, 2025	ASSETMARK, INC	0%	1.1K	9.27K	1.1K	+100.00%
Dec 31, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	1.17K	9.84K	-700	-37.47%
Dec 31, 2025	GRANITESHARES ADVISORS LLC	0.69%	324.85K	2.74M	324.85K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.88%	416.41K	3.51M	-10.7K	-2.50%
Dec 31, 2025	LPL FINANCIAL LLC	1.16%	497.73K	4.2M	76.69K	+18.21%
Dec 31, 2025	MORGAN STANLEY	1.17%	553.87K	4.67M	37.16K	+7.19%
Dec 31, 2025	UBS GROUP AG	0.04%	17.12K	144.35K	-550	-3.11%
Dec 31, 2025	BLACKROCK, INC.	0.04%	19.76K	166.61K	17.83K	+922.98%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.05%	24K	202.31K	7.69K	+47.11%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	24.62K	207.56K	695	+2.90%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.05%	24.79K	209.68K	0	0
Dec 31, 2025	SHUFRO ROSE & CO LLC	0.06%	24.1K	203.16K	1.5K	+6.64%
Dec 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.22%	93.25K	786.11K	-315	-0.34%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	20.47K	172.58K	6.56K	+47.15%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.04%	20.61K	173.7K	20.61K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	20K	168.58K	3.45K	+20.82%
Dec 31, 2025	STONEX GROUP INC.	0.08%	39.9K	337.7K	16.9K	+73.51%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.09%	40.91K	344.88K	1.13K	+2.84%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.1%	47.84K	404.61K	47.84K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	49.3K	415.58K	16.04K	+48.25%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	232.81K	1.96M	41.09K	+21.43%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	252.98K	2.13M	-55.28K	-17.93%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	56.05K	472.53K	27	+0.05%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.37%	173.47K	1.46M	4.5K	+2.67%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.54%	253.64K	2.14M	-99.84K	-28.25%
Dec 31, 2025	ELEMENT WEALTH, LLC	0.03%	14.95K	126K	-857	-5.42%
Dec 31, 2025	COLONY GROUP, LLC	0.03%	15.1K	127.25K	15.1K	+100.00%
Dec 31, 2025	HOHIMER WEALTH MANAGEMENT, LLC	0.54%	256.97K	2.17M	245.07K	+2,058.69%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.6%	255.73K	2.16M	10.32K	+4.20%
Dec 31, 2025	ELM3 FINANCIAL GROUP, LLC	0.06%	27.44K	231.28K	-258	-0.93%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	52.56K	443.04K	19.53K	+59.15%
Dec 31, 2025	CYPRESS CAPITAL GROUP	0.14%	58.21K	490.74K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.19%	92.05K	775.97K	10.59K	+13.00%
Dec 31, 2025	MARINER, LLC	0.03%	13.86K	116.87K	-14.93K	-51.85%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.03%	14.72K	124.12K	103	+0.70%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	16.64K	140.28K	0	0
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.04%	18.35K	154.65K	-1.39K	-7.06%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.02%	11.45K	96.56M	11.45K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	89.58K	755K	-39.68K	-30.70%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	18.41K	155.21K	-11.03K	-37.47%
Dec 31, 2025	LIDO ADVISORS, LLC	0.04%	18.82K	161.84K	0	0
Dec 31, 2025		0.28%	133K	1.12B	133K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.43%	202.81K	1.71M	471	+0.23%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	1.43K	12.09K	141	+10.90%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	3.43K	28.87K	3.43K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.01%	4.1K	34.56K	0	0
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0.01%	4.25K	35.83K	3.9K	+1,114.29%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	6.45K	54.33K	-4.16K	-39.23%
Dec 31, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.01%	6.67K	56.22K	0	0
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	11.51K	97.33K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	12.55K	105.77M	-2.84K	-18.46%
Dec 31, 2025	TUDOR FINANCIAL INC.	0.03%	14.71K	123.99K	-977	-6.23%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.05%	23.5K	198.11K	2K	+9.30%
Dec 31, 2025	SEMUS WEALTH PARTNERS LLC	0.02%	10.19K	85.9K	0	0
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.02%	11.2K	94.42K	0	0
Dec 31, 2025	SCOTIA CAPITAL INC.	0.02%	11.75K	98.99K	11.75K	+100.00%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.05%	23.54K	198.43K	23.54K	+100.00%
Dec 31, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.05%	21.74K	183.23K	-382	-1.73%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.11%	52.93K	446.2K	-600	-1.12%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.12%	52.46K	442.26K	-1.8K	-3.32%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	56.52K	476K	-3.07K	-5.15%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	90.65K	764.18K	-1.8K	-1.95%
Dec 31, 2025	INVESCO LTD.	0.67%	317.35K	2.68M	-14.11K	-4.26%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.05%	22.6K	194.36K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	59.59K	508K	7.48K	+14.35%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.13%	54.26K	462.31K	-3.62K	-6.26%
Sep 30, 2025	STONEX GROUP INC.	0.05%	23K	197.07K	-2.51K	-9.83%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0.04%	17.88K	152.32K	8.94K	+100.00%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.03%	14.62K	124.57K	3.34K	+29.61%
Sep 30, 2025	LPL FINANCIAL LLC	0.98%	421.04K	3.59M	66.62K	+18.80%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.82%	353.48K	3.01M	-4.49K	-1.25%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.78%	334.06K	2.81M	99.1K	+42.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	308.26K	2.63M	-120.16K	-28.05%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	129.25K	1.1M	-3.44K	-2.59%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	33.25K	283.32K	18.78K	+129.75%
Sep 30, 2025	ELM3 FINANCIAL GROUP, LLC	0.06%	27.69K	235.94K	-140	-0.50%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.03%	13.91K	118.53K	0	0
Sep 30, 2025	D.A. DAVIDSON & CO.	0.04%	16.31K	139K	5.06K	+45.00%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.04%	15.1K	128.64K	-32.05K	-67.98%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.77%	331.52K	2.82M	-950.04K	-74.13%
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.22%	93.57K	797.19K	-41.26K	-30.60%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	33.02K	281.35K	-1.13K	-3.31%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.06%	24.79K	210.92K	0	0
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.04%	18.23K	155.33K	518	+2.92%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.48%	207.83K	1.77M	-1.03K	-0.49%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	191.72K	1.63M	3.13K	+1.66%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	29.45K	250.87K	-3.24K	-9.92%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.05%	19.91K	169.65K	-2.2K	-9.93%
Sep 30, 2025	LIDO ADVISORS, LLC	0.04%	18.82K	161.84K	-1.19K	-5.93%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	16.55K	141.02K	1.41K	+9.31%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	56.03K	477.35K	13.27K	+31.04%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	11.51K	97.33K	500	+4.54%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.03%	11.2K	95.42K	0	0
Sep 30, 2025	MORGAN STANLEY	1.2%	516.71K	4.4M	62.81K	+13.84%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.39%	168.96K	1.44M	24.46K	+16.93%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.19%	81.46K	694.05K	-3.54K	-4.16%
Sep 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.05%	22.12K	188.45K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.05%	21.5K	183.18K	0	0
Sep 30, 2025	CYPRESS CAPITAL GROUP	0.14%	58.21K	495.98K	0	0
Sep 30, 2025	UBS GROUP AG	0.04%	17.67K	150.57K	268	+1.54%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	16.64K	141.78K	0	0
Sep 30, 2025	MARINER, LLC	0.07%	28.79K	245.32K	-1.45K	-4.80%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	23.93K	203.85K	681	+2.93%
Sep 30, 2025	ELEMENT WEALTH, LLC	0.04%	15.8K	134.65K	41	+0.26%
Sep 30, 2025	TUDOR FINANCIAL INC.	0.04%	15.69K	133.64K	42	+0.27%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.02%	10.61K	90.36K	1.7K	+19.09%
Sep 30, 2025	SEMUS WEALTH PARTNERS LLC	0.02%	10.19K	86.82K	-7.92K	-43.74%
Sep 30, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.02%	6.67K	56.82K	0	0
Sep 30, 2025	BLACKROCK, INC.	0%	1.93K	16.46K	-24.88K	-92.80%
Sep 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	1.87K	15.91K	32	+1.74%
Sep 30, 2025		0%	1.5K	12.78K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	1.29K	11.02K	1.29K	+100.00%
Sep 30, 2025	FINANCIAL FREEDOM, LLC	0%	875	7.45K	875	+100.00%
Sep 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0%	600	5.11K	600	+100.00%
Sep 30, 2025	KEY FINANCIAL INC	0%	488	4.16K	0	0
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	350	2.98K	350	+100.00%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-2K	-100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-425	-100.00%
Sep 30, 2025	TRUST CO OF VERMONT	0%	0	-	-1.4K	-100.00%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-37.03K	-100.00%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0%	0	-	-10.2K	-100.00%
Sep 30, 2025	HEROLD ADVISORS, INC.	0%	0	-	-28.78K	-100.00%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.12%	53.53K	456.08K	53.53K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.09%	39.78K	338.95K	1.1K	+2.85%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.85%	795.08K	6.77M	-71.6K	-8.26%
Sep 30, 2025	HOHIMER WEALTH MANAGEMENT, LLC	0.03%	11.9K	101.43K	11.9K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.22%	92.45K	787.67K	-1.95K	-2.07%
Sep 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.03%	13.9K	118.39K	-11.17K	-44.56%
Sep 30, 2025	JANE STREET GROUP, LLC	0.04%	15.39K	131.11K	-7.03K	-31.34%
Sep 30, 2025	INVESCO LTD.	0.77%	331.46K	2.82M	14.15K	+4.46%
Sep 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.27%	117.9K	1M	117.9K	+100.00%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.05%	19.74K	168.17K	-803	-3.91%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.99%	427.1K	3.64M	399.31K	+1,437.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.57%	245.41K	2.09M	14.14K	+6.11%
Sep 30, 2025	ROYAL BANK OF CANADA	0.47%	202.34K	1.72M	17.39K	+9.41%
Jun 30, 2025	STONEX GROUP INC.	0.06%	25.5K	213.43K	-5.55K	-17.86%
Jun 30, 2025	BLACKROCK, INC.	0.06%	26.82K	223.65K	3.86K	+16.84%
Jun 30, 2025	ELEMENT WEALTH, LLC	0.04%	15.76K	131.47K	16	+0.10%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	16.64K	138.79K	0	0
Jun 30, 2025	UBS GROUP AG	0.04%	17.41K	145.16K	23	+0.13%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2%	866.68K	7.23M	83.1K	+10.60%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	14.47K	120.71K	2.54K	+21.32%
Jun 30, 2025	MORGAN STANLEY	1.05%	453.9K	3.79B	-42.3K	-8.52%
Jun 30, 2025	ELM3 FINANCIAL GROUP, LLC	0.06%	27.83K	232.13K	5.95K	+27.18%
Jun 30, 2025	TUDOR FINANCIAL INC.	0.04%	15.64K	130.46K	57	+0.37%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.04%	17.71K	147.73K	503	+2.92%
Jun 30, 2025	SEMUS WEALTH PARTNERS LLC	0.04%	18.11K	151.04K	-1.42K	-7.27%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.05%	21.5K	179.31K	0	0
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.05%	22.11K	184.36K	-1.37K	-5.85%
Jun 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.05%	22.12K	184.46K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.05%	22.41K	186.92K	11.5K	+105.45%
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.05%	22.6K	194.36K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	23.25K	193.87K	1.32K	+6.04%
Jun 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.06%	25.07K	209.04K	0	0
Jun 30, 2025		0.04%	15.64K	130.46K	57	+0.37%
Jun 30, 2025	MARINER, LLC	0.07%	30.25K	252.26K	1.49K	+5.17%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	42.76K	356.58K	2.86K	+7.18%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.04%	15.34K	127.9K	14.7K	+2,292.51%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.13%	57.88K	482.75K	-4.16K	-6.70%
Jun 30, 2025	CYPRESS CAPITAL GROUP	0.13%	58.21K	485.5K	58.21K	+100.00%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.11%	47.15K	393.24K	-1.11K	-2.29%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.22%	94.4K	787.3K	7.4K	+8.51%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.31%	134.83K	1.12M	-661	-0.49%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.33%	144.5K	1.21M	44.72K	+44.81%
Jun 30, 2025	ROYAL BANK OF CANADA	0.43%	184.94K	1.54M	17.87K	+10.70%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.99%	428.41K	3.57M	116.06K	+37.15%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.83%	357.97K	2.99M	18.76K	+5.53%
Jun 30, 2025	LIDO ADVISORS, LLC	0.05%	20K	168.43K	0	0
Jun 30, 2025	TRUST CO OF VERMONT	0%	1.4K	11.68K	1.4K	+100.00%
Jun 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	1.84K	15.31K	32	+1.77%
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	2K	16.68K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	4.1K	34.19K	4.1K	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.04%	15.37K	128.21K	0	0
Jun 30, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.02%	6.67K	55.62K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0.02%	8.91K	74.27K	-1.28K	-12.52%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.02%	10.2K	85.07K	200	+2.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	11.01K	91.45K	5.13K	+87.22%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.03%	11.2K	93.41K	-58.21K	-83.86%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.03%	11.28K	94.09K	-3.61K	-24.24%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.03%	13.91K	116.03K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.82%	354.42K	2.96M	107.02K	+43.26%
Jun 30, 2025	INVESCO LTD.	0.73%	317.31K	2.65M	10.17K	+3.31%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.54%	234.97K	1.96M	-59.14K	-20.11%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.53%	231.27K	1.93M	-27.11K	-10.49%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.48%	208.86K	1.74M	10.66K	+5.38%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	188.59K	1.57M	6.88K	+3.79%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	132.69K	1.11M	9.16K	+7.41%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.2%	85K	708.88K	-811	-0.95%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	52.11K	435K	-43	-0.08%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.09%	37.03K	311.81K	37.03K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.08%	34.93K	291.33K	34.93K	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	34.15K	284.82K	13.28K	+63.62%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.08%	32.69K	272.61K	937	+2.95%
Jun 30, 2025	HEROLD ADVISORS, INC.	0.07%	28.78K	240.03K	28.78K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	27.79K	231.76K	-4.46K	-13.82%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.95%	1.28M	10.69M	5.62K	+0.44%
Jun 30, 2025	MOSER WEALTH ADVISORS, LLC	0.04%	18.43K	153.69K	-7.62K	-29.25%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.04%	18.75K	156.37K	18.75K	+100.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.05%	20.54K	171.31K	219	+1.08%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.06%	24.79K	206.96K	-1K	-3.88%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.46%	198.21K	1.7M	12.46K	+6.71%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.2%	85.81K	737.96K	4.41K	+5.42%
Mar 31, 2025	CREATIVE PLANNING	0.04%	15.37K	132.21K	0	0
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	20.87K	179.5K	7.08K	+51.32%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.05%	21.5K	184.9K	21.5K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.05%	22.95K	197.39K	22.95K	+100.00%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.06%	25.79K	220.94K	1K	+4.03%
Mar 31, 2025	MOSER WEALTH ADVISORS, LLC	0.06%	26.05K	224.01K	315	+1.22%
Mar 31, 2025	MARINER, LLC	0.07%	28.76K	247.35K	-4.23K	-12.82%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	31.75K	273.05K	902	+2.92%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	32.24K	277.3K	2.61K	+8.80%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	39.89K	343.07K	8.1K	+25.49%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.14%	62.04K	533.53K	62.04K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.57%	247.4K	2.13M	7.32K	+3.05%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.68%	294.11K	2.53M	179.3K	+156.17%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.05%	20.32K	174.77K	-725	-3.44%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	21.92K	188.53K	21.92K	+100.00%
Mar 31, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.05%	22.12K	190.22K	0	0
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.05%	22.6K	194.36K	0	0
Mar 31, 2025	ELEMENT WEALTH, LLC	0.04%	15.75K	135.42K	252	+1.63%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	16.64K	143.11K	16.64K	+100.00%
Mar 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.04%	17.21K	148.01K	487	+2.91%
Mar 31, 2025	UBS GROUP AG	0.04%	17.38K	149.49K	-192	-1.09%
Mar 31, 2025	LIDO ADVISORS, LLC	0.05%	20K	173.63K	0	0
Mar 31, 2025	STONEX GROUP INC.	0.07%	31.05K	267.76K	1.05K	+3.50%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.11%	48.26K	415.02K	981	+2.08%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	52.16K	449K	-10.48K	-16.74%
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.31%	135.49K	1.17M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.39%	167.07K	1.44M	14.65K	+9.61%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	181.71K	1.56M	-75.93K	-29.47%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.61%	262.79K	2.26M	-1.35K	-0.51%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	312.36K	2.69M	211.85K	+210.79%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.94%	1.28M	10.97M	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.6%	258.38K	2.22M	8.87K	+3.56%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.78%	339.21K	2.92M	28.98K	+9.34%
Mar 31, 2025	MORGAN STANLEY	1.14%	496.2K	4.27M	661	+0.13%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.81%	783.59K	6.74M	313.34K	+66.63%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	87K	748.2K	-1.05K	-1.19%
Mar 31, 2025	INVESCO LTD.	0.71%	307.14K	2.64M	3K	+0.99%
Mar 31, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.06%	25.07K	215.56K	0	0
Mar 31, 2025	D.A. DAVIDSON & CO.	0.04%	18.05K	155.24K	1.74K	+10.67%
Mar 31, 2025		0.04%	15.59K	134.04K	55	+0.35%
Mar 31, 2025	SEMUS WEALTH PARTNERS LLC	0.05%	19.53K	167.97K	-6.51K	-25.00%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.05%	20.6K	177.16K	-2.43K	-10.56%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.05%	23.48K	201.93K	940	+4.17%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.16%	69.41K	596.95K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	99.78K	858.13K	15.28K	+18.09%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	123.53K	1.06M	3.14K	+2.61%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.63%	244.7K	2.08M	71.36K	+41.17%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.44%	169.19K	1.43M	7.16K	+4.42%
Mar 31, 2024	MORGAN STANLEY	1.04%	402.93K	3.42M	10.02K	+2.55%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.12%	46.6K	395.19K	991	+2.17%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.12%	48.15K	408K	4.15K	+9.43%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.15%	58.21K	493.65K	0	0
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.17%	65.9K	558.83K	-9.78K	-12.93%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.1%	38.97K	330.47K	2K	+5.41%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	73.81K	626K	3.55K	+5.05%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.02%	5.85K	49.37K	0	0
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.11%	40.94K	347.14K	-12.52K	-23.42%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	10.4K	88.2K	115	+1.12%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	10.46K	88.66K	10.46K	+100.00%
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.02%	8.8K	74.62K	8.8K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.03%	10.48K	88.9K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.01%	4.64K	39.36K	4.08K	+731.72%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.2%	79.17K	671K	79.17K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.58%	224.45K	1.9M	16.01K	+7.68%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0%	1.59K	13K	-850	-34.91%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0%	1.34K	11.13K	929	+227.14%
Mar 31, 2024	RALEIGH CAPITAL MANAGEMENT INC.	0%	1.33K	11.28K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.56%	218.71K	1.85M	-5.88K	-2.62%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.47%	182.39K	1.55M	50.3K	+38.08%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.46%	179.67K	1.52M	179.67K	+100.00%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.02%	395.76K	3.36M	3.5K	+0.89%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0%	1.25K	10.63K	0	0
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0%	1.1K	9.41K	1.1K	+100.00%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0%	955	8.1K	955	+100.00%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	500	4K	0	0
Mar 31, 2024	KEY FINANCIAL INC	0%	488	4.14K	0	0
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	91	778	0	0
Mar 31, 2024	D.A. DAVIDSON & CO.	0.07%	25.48K	216.03K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.03%	10.81K	91.68K	10.81K	+100.00%
Mar 31, 2024	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.06%	25.07K	212.55K	0	0
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.03%	12.16K	103.07K	0	0
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.03%	13.09K	111.01K	586	+4.69%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	14.52K	123.16K	-8.06K	-35.70%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.04%	14.6K	123.83K	-6.34K	-30.26%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.04%	16.75K	142.13K	16.75K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.04%	17.42K	147.76K	48	+0.28%
Mar 31, 2024	LIDO ADVISORS, LLC	0.05%	20K	171.23K	0	0
Mar 31, 2024	PFG INVESTMENTS, LLC	0.05%	20.68K	175.33K	20.68K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.07%	27.02K	229.12K	-2	-0.01%
Mar 31, 2024	MOSER WEALTH ADVISORS, LLC	0.07%	27.49K	233.09K	279	+1.03%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0.06%	24.79K	211.42K	17.19K	+226.12%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	28.28K	239.77K	802	+2.92%
Mar 31, 2024	ARMOR INVESTMENT ADVISORS, LLC	0.08%	30K	254.43K	-8.52K	-22.12%
Mar 31, 2024	MOORS & CABOT, INC.	0.09%	35K	296.8K	15K	+75.00%
Mar 31, 2024	MARINER, LLC	0.1%	37.94K	321.76K	-2.03K	-5.09%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.06%	22.6K	191.65K	-1K	-4.24%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.05%	20.68K	175.33K	340	+1.67%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.24%	94K	797.12K	12.92K	+15.94%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.25%	98.7K	836.98K	-9.3K	-8.61%
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.26%	99.09K	840.29K	0	0
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.42%	162.57K	1.39M	-87.7K	-35.04%
Mar 31, 2024	ROYAL BANK OF CANADA	0.3%	117.79K	999K	30.12K	+34.36%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	123.02K	1.04M	123.02K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.32%	125.05K	1.06M	14.26K	+12.87%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.4%	154.48K	1.31M	2.11K	+1.38%
Mar 31, 2024	INVESCO LTD.	0.64%	250.6K	2.13M	-21.97K	-8.06%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.59%	224.59K	1.9M	29.8K	+15.30%
Dec 31, 2023	JPMORGAN CHASE & CO	0.02%	6K	50.61K	5.5K	+1,099.20%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	10K	84.4K	0	0
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.03%	10.02K	85.05K	10.02K	+100.00%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	10.29K	86.81K	-6.38K	-38.28%
Dec 31, 2023	CETERA ADVISORS LLC	0.03%	10.48K	88.48K	-2.6K	-19.87%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.03%	12.16K	102.59K	0	0
Dec 31, 2023	CORECAP ADVISORS, LLC	0.03%	12.43K	104.91K	0	0
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.03%	12.51K	105.54K	7	+0.06%
Dec 31, 2023	NOMURA HOLDINGS INC	0.04%	13.41K	113.14K	13.41K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.05%	17.38K	146.65K	-2.2K	-11.23%
Dec 31, 2023	MOORS & CABOT, INC.	0.05%	20K	168.8K	20K	+100.00%
Dec 31, 2023	LIDO ADVISORS, LLC	0.05%	20K	170.43K	0	0
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.05%	20.34K	171.63K	2.76K	+15.69%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.05%	20.94K	176.72K	3.32K	+18.83%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.06%	21.08K	178K	21.08K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	22.95K	2.72M	20.32K	+771.08%
Dec 31, 2023	SHUFRO ROSE & CO LLC	0.06%	23.6K	181.01K	0	0
Dec 31, 2023	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.07%	25.07K	211.55K	0	0
Dec 31, 2023	D.A. DAVIDSON & CO.	0.07%	25.48K	215.01K	-4.58K	-15.24%
Dec 31, 2023	CREATIVE PLANNING	0.07%	27.02K	228.06K	-57.35K	-67.98%
Dec 31, 2023	MOSER WEALTH ADVISORS, LLC	0.07%	27.21K	229.64K	290	+1.08%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	27.47K	231.87K	863	+3.24%
Dec 31, 2023		0.02%	7.6K	64.68K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.1%	36.97K	312.03K	4.21K	+12.86%
Dec 31, 2023	ARMOR INVESTMENT ADVISORS, LLC	0.1%	38.53K	325.17K	-8.03K	-17.25%
Dec 31, 2023	MARINER, LLC	0.1%	39.98K	337.41K	-2.65K	-6.23%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.12%	44K	371K	-4.66K	-9.58%
Dec 31, 2023	SYNOVUS FINANCIAL CORP	0.12%	45.61K	384.96K	-6.99K	-13.29%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.14%	53.45K	451.16K	-424	-0.79%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.15%	58.21K	491.32K	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	70.26K	593K	1.53K	+2.22%
Dec 31, 2023	SEMUS WEALTH PARTNERS LLC	0.2%	75.68K	638.75K	-8.05K	-9.61%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.21%	81.08K	684.29K	63.04K	+349.46%
Dec 31, 2023	ROYAL BANK OF CANADA	0.23%	87.67K	740K	8.84K	+11.22%
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.26%	99.09K	836.33K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.28%	108K	913.59K	13.8K	+14.65%
Dec 31, 2023	MORGAN STANLEY	1.03%	392.92K	3.32M	121.21K	+44.61%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.03%	392.27K	3.31M	47.79K	+13.87%
Dec 31, 2023	INVESCO LTD.	0.71%	272.57K	2.3M	41.92K	+18.17%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.66%	250.27K	2.13M	86.67K	+52.97%
Dec 31, 2023	LPL FINANCIAL LLC	0.55%	208.43K	1.76M	129.61K	+164.43%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.45%	173.34K	1.46M	29.86K	+20.81%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.42%	162.03K	1.37M	12.49K	+8.35%
Dec 31, 2023	TRADITION WEALTH MANAGEMENT, LLC	0.01%	5.3K	45K	1.14K	+27.36%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	5.69K	48K	5.69K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.4%	152.37K	1.29M	-12.34K	-7.49%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.35%	132.08K	1.11M	17.16K	+14.93%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.29%	110.79K	935.06K	-511	-0.46%

Insiders

Among the PFL insiders holding of N/A of the stake in company, GROSS WILLIAM H, , holds the largest shares of 79.83K. VANDECRUZE GRACE, director, is the second largest PFL insider with ownership of 12.35K shares. GALLAGHER BRADFORD K, director, stands third with possession of 4.3K shares of that stake.

Insiders	Designation	Shares Held
GROSS WILLIAM H		79.83K
VANDECRUZE GRACE	director	12.35K
GALLAGHER BRADFORD K	director	4.3K
RAPPAPORT ALAN	director	1.5K
ALLIANZ GLOBAL INVESTORS OF AMERICA L P		0
BANK OF AMERICA CORP /DE/	10 percent owner	0
BRIGADE LEVERAGED CAPITAL STRUCTURES FUND LTD.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2023	VANDECRUZE GRACE	PURCHASE	8.12	12.35K	100.27K	12.35K
Jan 27, 2015	GALLAGHER BRADFORD K	PURCHASE	11.93	4.3K	51.3K	4.3K
Oct 31, 2014	BRIGADE LEVERAGED CAPITAL STRUCTURES FUND LTD.	SALE	22500.00	1.04K	23.33M	0
Apr 11, 2014	BANK OF AMERICA CORP /DE/	SALE	11.79	2.4K	28.3K	0
Dec 20, 2013	BANK OF AMERICA CORP /DE/	SALE	11.32	600	6.79K	0
Jul 25, 2013	GROSS WILLIAM H	SALE	11.70	10.17K	119.02K	79.83K
Jul 05, 2013	GROSS WILLIAM H	SALE	11.16	15.5K	172.91K	0
Jun 19, 2013	GROSS WILLIAM H	SALE	12.18	22.67K	276.25K	15.5K
Jun 18, 2013	GROSS WILLIAM H	SALE	12.32	36.83K	453.87K	38.17K
May 14, 2013	BANK OF AMERICA CORP /DE/	SALE	13.47	207	2.79K	0
Mar 29, 2011	BANK OF AMERICA CORP /DE/	SALE	12.21	232	2.83K	0
Feb 28, 2011	BANK OF AMERICA CORP /DE/	SALE	12.48	155	1.93K	0
Dec 14, 2010	GROSS WILLIAM H	PURCHASE	11.09	50K	554.48K	690.56K
Dec 13, 2010	GROSS WILLIAM H	PURCHASE	10.86	114.47K	1.24M	640.56K
Oct 19, 2010	BRIGADE LEVERAGED CAPITAL STRUCTURES FUND LTD.	PURCHASE	88.00	608	53.5K	1.04K
Sep 07, 2010	RAPPAPORT ALAN	PURCHASE	11.58	1.5K	17.37K	1.5K
Aug 27, 2010	BANK OF AMERICA CORP /DE/	SALE	11.36	2K	22.72K	0
May 25, 2010	GROSS WILLIAM H	PURCHASE	10.25	5.46K	55.96K	526.09K
May 21, 2010	BANK OF AMERICA CORP /DE/	SALE	10.41	600	6.25K	0
May 20, 2010	GROSS WILLIAM H	PURCHASE	10.23	100K	1.02M	520.63K
May 06, 2010	GROSS WILLIAM H	PURCHASE	10.64	100K	1.06M	321.5K
Apr 15, 2010	BANK OF AMERICA CORP /DE/	SALE	10.93	35	382.55	0
Mar 15, 2010	BANK OF AMERICA CORP /DE/	SALE	11.43	502	5.74K	0
Mar 08, 2010	BANK OF AMERICA CORP /DE/	SALE	11.81	1K	11.81K	0
Dec 11, 2009	BANK OF AMERICA CORP /DE/	SALE	11.18	100	1.12K	0
Dec 14, 2007	GROSS WILLIAM H	PURCHASE	15.45	8.48K	130.96K	78.15K
Dec 13, 2007	GROSS WILLIAM H	PURCHASE	15.68	31.87K	499.77K	69.67K
Oct 22, 2007	GROSS WILLIAM H	PURCHASE	17.44	2.8K	48.74K	37.8K
May 23, 2007	ALLIANZ GLOBAL INVESTORS OF AMERICA L P	SALE	21.26	6.54K	138.95K	0
Dec 20, 2005	GROSS WILLIAM H	PURCHASE	18.06	700	12.64K	35K
Dec 19, 2005	GROSS WILLIAM H	PURCHASE	18.05	2K	36.1K	34.3K
Dec 16, 2005	GROSS WILLIAM H	PURCHASE	18.01	24.5K	441.25K	32.3K
Dec 12, 2005	GROSS WILLIAM H	PURCHASE	18.20	5K	91K	7.8K
Nov 28, 2005	GROSS WILLIAM H	PURCHASE	18.10	2.8K	50.68K	2.8K

Frequently Asked Questions