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About 32.31% of PML shares are held by financial institutions. NOBLE WEALTH MANAGEMENT PBC is the top corporate investor, holding 87.99K shares valued at $669.62K. A 0.1% stake in Pimco Municipal Income Fund II is owned by the company. JANE STREET GROUP, LLC owns 95.11K shares valued at $723.75K, which translates its holding of 0.11% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | NOBLE WEALTH MANAGEMENT PBC | 0.1% | 87.99K | 669.62K | 32.86K | +59.61% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0.11% | 95.11K | 723.75K | 10.48K | +12.39% |
| Jun 30, 2026 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.11% | 97.77K | 743.99K | -5.05K | -4.91% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.11% | 98.35K | 748.42K | 46.27K | +88.86% |
| Jun 30, 2026 | CYPRESS CAPITAL GROUP | 0.12% | 102.72K | 781.7K | 0 | 0 |
| Jun 30, 2026 | GEOWEALTH MANAGEMENT, LLC | 0.15% | 130.24K | 991.13K | 19.86K | +17.99% |
| Jun 30, 2026 | SUMMIT TRAIL ADVISORS, LLC | 0.16% | 141.44K | 1.08M | -3.38K | -2.34% |
| Jun 30, 2026 | COVE PRIVATE WEALTH, LLC | 0.17% | 148.39K | 1.13M | 0 | 0 |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 152.42K | 1.16M | -2.84K | -1.83% |
| Jun 30, 2026 | MELFA WEALTH MANAGEMENT, LLC | 0.18% | 161.69K | 1.23M | 8K | +5.21% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 165.84K | 1.26M | -79.08K | -32.29% |
| Jun 30, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.19% | 169.48K | 1.29M | 540 | +0.32% |
| Jun 30, 2026 | CAPTRUST FINANCIAL ADVISORS | 0.35% | 311.41K | 2.37M | 3.31K | +1.08% |
| Jun 30, 2026 | FIERA CAPITAL CORP | 0.37% | 326.08K | 2.48M | -8.6K | -2.57% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.38% | 336.27K | 2.56M | -227K | -40.30% |
| Jun 30, 2026 | ADVISORS ASSET MANAGEMENT, INC. | 0.93% | 827.38K | 6.3M | 77.22K | +10.29% |
| Jun 30, 2026 | VAN ECK ASSOCIATES CORP | 1.21% | 1.08M | 8.2M | 41.11K | +3.97% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 1.22% | 1.08M | 8.24M | 253.04K | +30.48% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 1.55% | 1.37M | 10.46M | -20.76K | -1.49% |
| Jun 30, 2026 | TORONTO DOMINION BANK | 1.81% | 1.61M | 12.26M | -65.36K | -3.90% |
| Jun 30, 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 5.05% | 4.48M | 34.11M | 231.39K | +5.44% |
| Jun 30, 2026 | BRAMSHILL INVESTMENTS, LLC | 8.75% | 7.77M | 59.11M | 190.46K | +2.51% |
| Jun 30, 2026 | COLONY GROUP, LLC | 0.14% | 119.93K | 912.71K | 63.81K | +113.70% |
| Jun 30, 2026 | TRUIST FINANCIAL CORP | 0.38% | 337.95K | 2.57M | 155.12K | +84.85% |
| Jun 30, 2026 | WILLIAMS & NOVAK, LLC | 0.38% | 338.53K | 2.58M | -32.62K | -8.79% |
| Jun 30, 2026 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.52% | 461.35K | 3.51M | 0 | 0 |
| Jun 30, 2026 | WORTHINGTON FINANCIAL PARTNERS, LLC | 0.21% | 185.83K | 1.41M | -13.32K | -6.69% |
| Jun 30, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.09% | 81.62K | 621.14K | -4.28K | -4.98% |
| Jun 30, 2026 | UBS GROUP AG | 0.55% | 492K | 3.74M | -84.05K | -14.59% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.62% | 552.38K | 4.2M | 81.61K | +17.34% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 0.63% | 558.9K | 4.25M | 17.61K | +3.25% |
| Jun 30, 2026 | GENTRUST, LLC | 0.68% | 606.63K | 4.64M | 98.87K | +19.47% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.7% | 620.02K | 4.72M | 22.44K | +3.75% |
| Jun 30, 2026 | GRIDIRON PARTNERS, LLC | 0.94% | 830.83K | 6.32M | 193.56K | +30.37% |
| Jun 30, 2026 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.96% | 856.68K | 6.52M | 346.63K | +67.96% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 1.04% | 924.06K | 7.03M | 134.71K | +17.07% |
| Jun 30, 2026 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.29% | 1.14M | 8.69M | 261.47K | +29.69% |
| Jun 30, 2026 | WAGNER WEALTH MANAGEMENT, LLC | 1.55% | 1.38M | 10.5M | 296.81K | +27.42% |
| Jun 30, 2026 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.88% | 1.67M | 12.74M | -928.35K | -35.68% |
| Jun 30, 2026 | MORGAN STANLEY | 2.1% | 1.86M | 14.18M | 161.34K | +9.48% |
| Jun 30, 2026 | GUGGENHEIM CAPITAL LLC | 3.07% | 2.72M | 20.73M | 142.54K | +5.52% |
| Jun 30, 2026 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.07% | 57.84K | 440.17K | -21.25K | -26.86% |
| Jun 30, 2026 | BAIRD FINANCIAL GROUP, INC. | 0.07% | 60.18K | 457.93K | 17.16K | +39.90% |
| Jun 30, 2026 | J.W. COLE ADVISORS, INC. | 0.07% | 64.85K | 493.5K | 64.85K | +100.00% |
| Jun 30, 2026 | INTEGRATED WEALTH CONCEPTS LLC | 0.08% | 66.86K | 508.83K | 5.15K | +8.35% |
| Jun 30, 2026 | CORNERSTONE ADVISORY, LLC | 0.08% | 67.46K | 513.4K | 81 | +0.12% |
| Jun 30, 2026 | MARINER, LLC | 0.08% | 68.62K | 522.22K | 54.17K | +374.80% |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 0.08% | 69.77K | 530.95K | -2.74K | -3.78% |
| Jun 30, 2026 | THOMAS J. HERZFELD ADVISORS, INC. | 0.08% | 73.49K | 559.28K | 73.49K | +100.00% |
| Jun 30, 2026 | DUNCKER STREETT & CO INC | 0.08% | 74.77K | 569.03K | 0 | 0 |
| Jun 30, 2026 | SMITH, MOORE & CO. | 0.09% | 76.41K | 581.45K | 2.24K | +3.02% |
| Jun 30, 2026 | WHIPPLEWOOD ADVISORS, LLC | 0.09% | 76.72K | 583.87K | 3.59K | +4.91% |
| Jun 30, 2026 | 0.21% | 185.83K | 1.41M | -13.32K | -6.69% | |
| Jun 30, 2026 | SIT INVESTMENT ASSOCIATES INC | 0.22% | 197.65K | 1.5M | 187.8K | +1,906.41% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.24% | 214.4K | 1.63M | -1.45K | -0.67% |
| Jun 30, 2026 | ELLIS INVESTMENT PARTNERS, LLC | 0.25% | 221.94K | 1.69M | 3.4K | +1.56% |
| Jun 30, 2026 | RAREVIEW CAPITAL LLC | 0.26% | 232.05K | 1.73M | 232.05K | +100.00% |
| Jun 30, 2026 | LIDO ADVISORS, LLC | 0.27% | 235.79K | 1.8M | 1 | 0.00% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.29% | 254.97K | 1.94M | 10.3K | +4.21% |
| Jun 30, 2026 | BANK OF NEW YORK MELLON CORP | 0.29% | 260.83K | 1.98M | 30.56K | +13.27% |
| Jun 30, 2026 | WAKEFIELD ASSET MANAGEMENT LLLP | 0.31% | 272.03K | 2.07M | 38.53K | +16.50% |
| Jun 30, 2026 | PARK AVENUE SECURITIES LLC | 0.31% | 275.79K | 2.1M | 275.79K | +100.00% |
| Jun 30, 2026 | GILL CAPITAL PARTNERS, LLC | 0.23% | 204.96K | 1.56M | -59.21K | -22.41% |
| Mar 31, 2026 | BRAMSHILL INVESTMENTS, LLC | 8.53% | 7.58M | 57.36M | 1.23M | +19.39% |
| Mar 31, 2026 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.12% | 104.22K | 788.97K | -56.26K | -35.06% |
| Mar 31, 2026 | GEOWEALTH MANAGEMENT, LLC | 0.12% | 110.38K | 835.57K | 21.89K | +24.73% |
| Mar 31, 2026 | SUMMIT TRAIL ADVISORS, LLC | 0.16% | 144.82K | 1.1M | 130.64K | +921.51% |
| Mar 31, 2026 | COVE PRIVATE WEALTH, LLC | 0.17% | 148.39K | 1.12M | 0 | 0 |
| Mar 31, 2026 | MELFA WEALTH MANAGEMENT, LLC | 0.17% | 153.69K | 1.16M | 0 | 0 |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 155.26K | 1.18M | 21.45K | +16.03% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.19% | 168.94K | 1.26M | -51.12K | -23.23% |
| Mar 31, 2026 | ADVISORS ASSET MANAGEMENT, INC. | 0.84% | 750.16K | 5.68M | 25.1K | +3.46% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.89% | 789.36K | 5.98M | 123.2K | +18.49% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.93% | 830.28K | 6.29M | 505.45K | +155.61% |
| Mar 31, 2026 | VAN ECK ASSOCIATES CORP | 1.17% | 1.04M | 7.85M | 273.19K | +35.78% |
| Mar 31, 2026 | BTG PACTUAL ASSET MANAGEMENT US LLC | 0.03% | 37.34K | 282.68K | 37.34K | +100.00% |
| Mar 31, 2026 | ARLINGTON CAPITAL MANAGEMENT, INC. | 0.03% | 37.38K | 282.99K | 37.38K | +100.00% |
| Mar 31, 2026 | CALAMOS ADVISORS LLC | 0.03% | 38.88K | 294.31K | -34.19K | -46.79% |
| Mar 31, 2026 | STRATOS WEALTH PARTNERS, LTD. | 0.03% | 40.01K | 302.85K | 9.5K | +31.14% |
| Mar 31, 2026 | BAIRD FINANCIAL GROUP, INC. | 0.03% | 43.01K | 325.62K | 43.01K | +100.00% |
| Mar 31, 2026 | CITO CAPITAL GROUP, LLC | 0.03% | 43.8K | 333K | 0 | 0 |
| Mar 31, 2026 | ACKERMAN CAPITAL ADVISORS, LLC | 0.04% | 50.26K | 380.45K | 50.26K | +100.00% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.04% | 52.08K | 394.2K | -5.51K | -9.56% |
| Mar 31, 2026 | NOBLE WEALTH MANAGEMENT PBC | 0.04% | 55.13K | 417.32K | 14.26K | +34.90% |
| Mar 31, 2026 | NUVEEN, LLC | 0.05% | 57.06K | 431.97K | 2K | +3.63% |
| Mar 31, 2026 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.05% | 64.35K | 487K | 0 | 0 |
| Mar 31, 2026 | CORNERSTONE ADVISORY, LLC | 0.05% | 67.38K | 510.08K | -19.92K | -22.82% |
| Mar 31, 2026 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.99% | 880.65K | 6.67M | 0 | 0 |
| Mar 31, 2026 | WAGNER WEALTH MANAGEMENT, LLC | 1.22% | 1.08M | 8.19M | 108.91K | +11.19% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 1.57% | 1.4M | 10.56M | -13.76K | -0.98% |
| Mar 31, 2026 | HENNION & WALSH ASSET MANAGEMENT, INC. | 2.93% | 2.6M | 19.7M | -213.87K | -7.59% |
| Mar 31, 2026 | DUNCKER STREETT & CO INC | 0.08% | 74.77K | 566.04K | 0 | 0 |
| Mar 31, 2026 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.09% | 79.09K | 598.68K | 14.11K | +21.71% |
| Mar 31, 2026 | ELLIS INVESTMENT PARTNERS, LLC | 0.25% | 218.54K | 1.65M | 5.04K | +2.36% |
| Mar 31, 2026 | BANK OF NEW YORK MELLON CORP | 0.26% | 230.27K | 1.74M | -58.13K | -20.16% |
| Mar 31, 2026 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.52% | 461.35K | 3.49M | 0 | 0 |
| Mar 31, 2026 | ARKADIOS WEALTH ADVISORS | 1.23% | 1.09M | 8.24M | 1.09M | +100.00% |
| Mar 31, 2026 | SEI INVESTMENTS CO | 0.1% | 87.55K | 662.78K | 4.19K | +5.03% |
| Mar 31, 2026 | CYPRESS CAPITAL GROUP | 0.12% | 102.72K | 777.59K | 7.8K | +8.22% |
| Mar 31, 2026 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.12% | 102.82K | 778.31K | 0 | 0 |
| Mar 31, 2026 | TRUIST FINANCIAL CORP | 0.21% | 182.82K | 1.38M | 9.17K | +5.28% |
| Mar 31, 2026 | 0.22% | 199.15K | 1.51M | -1.21K | -0.61% | |
| Mar 31, 2026 | WAKEFIELD ASSET MANAGEMENT LLLP | 0.26% | 233.5K | 1.77M | 18.93K | +8.82% |
| Mar 31, 2026 | LIDO ADVISORS, LLC | 0.27% | 235.79K | 1.79M | 2.3K | +0.99% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.28% | 244.67K | 1.85M | -6.12K | -2.44% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 244.92K | 1.85M | 72.54K | +42.08% |
| Mar 31, 2026 | CAPTRUST FINANCIAL ADVISORS | 0.35% | 308.1K | 2.33M | 24.84K | +8.77% |
| Mar 31, 2026 | FIERA CAPITAL CORP | 0.38% | 334.67K | 2.53M | -280.13K | -45.56% |
| Mar 31, 2026 | WILLIAMS & NOVAK, LLC | 0.42% | 371.14K | 2.82M | 31.5K | +9.27% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.53% | 470.77K | 3.56M | 65.35K | +16.12% |
| Mar 31, 2026 | GENTRUST, LLC | 0.57% | 507.76K | 3.86M | 211 | +0.04% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.61% | 541.29K | 4.1M | 3.4K | +0.63% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.63% | 563.27K | 4.26M | 85.25K | +17.83% |
| Mar 31, 2026 | UBS GROUP AG | 0.65% | 576.06K | 4.36M | 129.79K | +29.08% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.67% | 597.59K | 4.52M | 20.72K | +3.59% |
| Mar 31, 2026 | GRIDIRON PARTNERS, LLC | 0.72% | 637.27K | 4.82M | -58.35K | -8.39% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.1% | 84.62K | 640.58K | -264.15K | -75.74% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.1% | 85.9K | 650.29K | 5.67K | +7.06% |
| Mar 31, 2026 | GILL CAPITAL PARTNERS, LLC | 0.3% | 264.16K | 2M | 20.65K | +8.48% |
| Mar 31, 2026 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.57% | 510.05K | 3.8M | 217.27K | +74.21% |
| Mar 31, 2026 | TORONTO DOMINION BANK | 1.89% | 1.68M | 12.69M | 1.68M | +100.00% |
| Mar 31, 2026 | MORGAN STANLEY | 1.92% | 1.7M | 12.89M | -34.39K | -1.98% |
| Mar 31, 2026 | GUGGENHEIM CAPITAL LLC | 2.91% | 2.58M | 19.55M | 243.1K | +10.39% |
| Mar 31, 2026 | WHIPPLEWOOD ADVISORS, LLC | 0.06% | 73.13K | 553.62K | -92 | -0.13% |
| Mar 31, 2026 | SMITH, MOORE & CO. | 0.06% | 74.17K | 561.45K | -95.51K | -56.29% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.24% | 215.85K | 1.63M | 20.18K | +10.31% |
| Mar 31, 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 4.79% | 4.25M | 32.18M | -778.38K | -15.48% |
| Dec 31, 2025 | LIDO ADVISORS, LLC | 0.35% | 233.49K | 1.86M | -1 | 0.00% |
| Dec 31, 2025 | GILL CAPITAL PARTNERS, LLC | 0.37% | 243.52K | 1.84M | -350.76K | -59.02% |
| Dec 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.43% | 283.26K | 2.14M | 1.43K | +0.51% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.43% | 288.4K | 2.17M | -1 | 0.00% |
| Dec 31, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.44% | 292.78K | 2.21M | 292.78K | +100.00% |
| Dec 31, 2025 | WILLIAMS & NOVAK, LLC | 0.51% | 339.64K | 2.56M | -71.85K | -17.46% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.52% | 348.77K | 2.63M | 294.36K | +540.95% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.61% | 405.41K | 3.06M | -38.75K | -8.73% |
| Dec 31, 2025 | UBS GROUP AG | 0.67% | 446.27K | 3.36M | -20.79K | -4.45% |
| Dec 31, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.69% | 461.35K | 3.48M | 0 | 0 |
| Dec 31, 2025 | VIRTU FINANCIAL LLC | 0.22% | 147.47K | 1.11M | 147.47K | +100.00% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.1% | 66.7K | 502.91K | -22.41K | -25.15% |
| Dec 31, 2025 | GEOWEALTH MANAGEMENT, LLC | 0.13% | 88.49K | 667.23K | 48.18K | +119.51% |
| Dec 31, 2025 | 0.3% | 200.36K | 1.51M | 200.36K | +100.00% | |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.38% | 250.78K | 1.89M | 19.97K | +8.65% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.49% | 324.83K | 2.45M | -79.32K | -19.63% |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.07% | 46.93K | 353.84K | -25.23K | -34.96% |
| Dec 31, 2025 | NUVEEN, LLC | 0.08% | 55.06K | 415.18K | 16.47K | +42.66% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1% | 666.16K | 5.02M | -34.67K | -4.95% |
| Dec 31, 2025 | GRIDIRON PARTNERS, LLC | 1.05% | 695.62K | 5.25M | 618.13K | +797.59% |
| Dec 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1.09% | 725.07K | 5.47M | 89.72K | +14.12% |
| Dec 31, 2025 | VAN ECK ASSOCIATES CORP | 1.15% | 763.62K | 5.76M | -28.05K | -3.54% |
| Dec 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.32% | 880.65K | 6.64M | 290.27K | +49.17% |
| Dec 31, 2025 | WAGNER WEALTH MANAGEMENT, LLC | 1.46% | 973.51K | 7.34M | 813.09K | +506.88% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 2.12% | 1.41M | 10.62M | -119.04K | -7.79% |
| Dec 31, 2025 | MORGAN STANLEY | 2.61% | 1.74M | 13.1M | -252.51K | -12.69% |
| Dec 31, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 4.24% | 2.82M | 21.23M | -78.87K | -2.72% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.72% | 478.02K | 3.6M | 143.54K | +42.91% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.87% | 576.87K | 4.35M | 98.42K | +20.57% |
| Dec 31, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 7.56% | 5.03M | 37.93M | -298.58K | -5.60% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.24% | 158.23K | 1.2M | -79.8K | -33.53% |
| Dec 31, 2025 | LOGAN STONE CAPITAL, LLC | 0.24% | 159.01K | 1.2M | 159.01K | +100.00% |
| Dec 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.72% | 478.02K | 3.6M | 478.02K | +100.00% |
| Dec 31, 2025 | GENTRUST, LLC | 0.76% | 507.55K | 3.85M | -12.35K | -2.38% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.81% | 537.89K | 4.06M | -7.49K | -1.37% |
| Dec 31, 2025 | FIERA CAPITAL CORP | 0.92% | 614.8K | 4.64M | -86.88K | -12.38% |
| Dec 31, 2025 | GUGGENHEIM CAPITAL LLC | 3.52% | 2.34M | 17.64M | 163.93K | +7.54% |
| Dec 31, 2025 | BRAMSHILL INVESTMENTS, LLC | 9.54% | 6.35M | 47.85M | 3.74M | +143.31% |
| Dec 31, 2025 | COLONY GROUP, LLC | 0.08% | 55.43K | 426.22K | 23.96K | +76.11% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.09% | 57.58K | 434.17K | -76.59K | -57.08% |
| Dec 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.09% | 60.71K | 457.78K | -293 | -0.48% |
| Dec 31, 2025 | TRAYNOR CAPITAL MANAGEMENT, INC. | 0.09% | 61.78K | 465.83K | -98.21K | -61.38% |
| Dec 31, 2025 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.1% | 64.35K | 485K | 0 | 0 |
| Dec 31, 2025 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.1% | 64.98K | 489.93K | 7.47K | +12.99% |
| Dec 31, 2025 | J.W. COLE ADVISORS, INC. | 0.1% | 66.92K | 504.58K | -2.88K | -4.12% |
| Dec 31, 2025 | COHEN & STEERS, INC. | 0.11% | 70K | 528K | 0 | 0 |
| Dec 31, 2025 | CALAMOS ADVISORS LLC | 0.11% | 73.06K | 550.9K | 17.78K | +32.15% |
| Dec 31, 2025 | DUNCKER STREETT & CO INC | 0.11% | 74.77K | 563.8K | 0 | 0 |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.13% | 83.36K | 628.54K | -2.63K | -3.06% |
| Dec 31, 2025 | CORNERSTONE ADVISORY, LLC | 0.13% | 87.3K | 658.26K | -58.42K | -40.09% |
| Dec 31, 2025 | CATALYTIC WEALTH RIA, LLC | 0.13% | 88.49K | 667.23K | 48.18K | +119.51% |
| Dec 31, 2025 | CYPRESS CAPITAL GROUP | 0.14% | 94.92K | 715.7K | 15.35K | +19.29% |
| Dec 31, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.15% | 102.82K | 775.23K | -41.42K | -28.72% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.2% | 133.81K | 1.01M | 21.45K | +19.09% |
| Dec 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.21% | 138.23K | 1.04M | 93.76K | +210.82% |
| Dec 31, 2025 | STONEX GROUP INC. | 0.22% | 145.19K | 1.1M | 15.76K | +12.18% |
| Dec 31, 2025 | COVE PRIVATE WEALTH, LLC | 0.22% | 148.39K | 1.12M | -1 | 0.00% |
| Dec 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.23% | 153.69K | 1.16M | -5.2K | -3.27% |
| Dec 31, 2025 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.24% | 160.48K | 1.21M | 57.46K | +55.77% |
| Dec 31, 2025 | SMITH, MOORE & CO. | 0.26% | 169.68K | 1.28M | -13.26K | -7.25% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.26% | 172.38K | 1.3M | -21.33K | -11.01% |
| Dec 31, 2025 | TRUIST FINANCIAL CORP | 0.26% | 173.65K | 1.31M | -365.3K | -67.78% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.29% | 195.67K | 1.48M | -111.95K | -36.39% |
| Dec 31, 2025 | ELLIS INVESTMENT PARTNERS, LLC | 0.32% | 213.5K | 1.61M | -206.26K | -49.14% |
| Dec 31, 2025 | WAKEFIELD ASSET MANAGEMENT LLLP | 0.32% | 214.57K | 1.62M | 1.54K | +0.72% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.33% | 220.05K | 1.67M | 2.39K | +1.10% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.35% | 230.82K | 1.83M | 59.43K | +34.67% |
| Sep 30, 2025 | DUNCKER STREETT & CO INC | 0.11% | 74.77K | 591.46K | 44.04K | +143.30% |
| Sep 30, 2025 | WHIPPLEWOOD ADVISORS, LLC | 0.11% | 73.02K | 577.56K | 73.02K | +100.00% |
| Sep 30, 2025 | TORONTO DOMINION BANK | 2.07% | 1.37M | 10.87M | 1.27M | +1,207.76% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.72% | 478.45K | 3.78M | 226.99K | +90.27% |
| Sep 30, 2025 | LIDO ADVISORS, LLC | 0.35% | 233.49K | 1.86M | 19 | +0.01% |
| Sep 30, 2025 | GRIDIRON PARTNERS, LLC | 0.12% | 77.5K | 5.43M | -469.99K | -85.84% |
| Sep 30, 2025 | MORGAN STANLEY | 2.99% | 1.99M | 15.74M | 530.38K | +36.35% |
| Sep 30, 2025 | WAKEFIELD ASSET MANAGEMENT LLLP | 0.32% | 213.03K | 1.69M | 108.3K | +103.40% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.29% | 193.71K | 1.53M | 174.63K | +915.11% |
| Sep 30, 2025 | SMITH, MOORE & CO. | 0.28% | 182.94K | 1.45M | 182.94K | +100.00% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0.11% | 72.16K | 570.76K | 44.04K | +156.60% |
| Sep 30, 2025 | J.W. COLE ADVISORS, INC. | 0.11% | 69.8K | 552.11K | 2.72K | +4.06% |
| Sep 30, 2025 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.1% | 64.35K | 509.02K | 64.35K | +100.00% |
| Sep 30, 2025 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.09% | 57.51K | 454.88K | 11.15K | +24.06% |
| Sep 30, 2025 | CALAMOS ADVISORS LLC | 0.08% | 55.29K | 437.33K | 55.29K | +100.00% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 0.07% | 49.43K | 391K | 49.43K | +100.00% |
| Sep 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.07% | 44.47K | 351.79K | -249.45K | -84.87% |
| Sep 30, 2025 | GEOWEALTH MANAGEMENT, LLC | 0.06% | 40.31K | 318.88K | 40.31K | +100.00% |
| Sep 30, 2025 | CATALYTIC WEALTH RIA, LLC | 0.06% | 40.31K | 318.88K | 40.31K | +100.00% |
| Sep 30, 2025 | B. RILEY WEALTH ADVISORS, INC. | 0.06% | 39.6K | 313.21K | 39.6K | +100.00% |
| Sep 30, 2025 | NUVEEN, LLC | 0.06% | 38.6K | 305.3K | 38.6K | +100.00% |
| Sep 30, 2025 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.06% | 37.4K | 295.83K | 0 | 0 |
| Sep 30, 2025 | CENTURION WEALTH MANAGEMENT LLC | 0.05% | 36.31K | 287.2K | 36.31K | +100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 2.3% | 1.53M | 12.09M | 464.76K | +43.71% |
| Sep 30, 2025 | VAN ECK ASSOCIATES CORP | 1.19% | 791.67K | 6.26M | 464.27K | +141.80% |
| Sep 30, 2025 | FIERA CAPITAL CORP | 1.06% | 701.68K | 5.55M | 339.65K | +93.82% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.05% | 700.83K | 5.54M | 226.71K | +47.82% |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.96% | 635.35K | 5.03M | 635.35K | +100.00% |
| Sep 30, 2025 | GILL CAPITAL PARTNERS, LLC | 0.89% | 594.27K | 4.7M | 546.3K | +1,138.72% |
| Sep 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 8.01% | 5.33M | 42.15M | 3.21M | +151.74% |
| Sep 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 4.35% | 2.89M | 22.9M | 1.46M | +101.69% |
| Sep 30, 2025 | BRAMSHILL INVESTMENTS, LLC | 3.92% | 2.61M | 20.63M | 2.61M | +100.00% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 3.27% | 2.18M | 17.2M | 947.31K | +77.16% |
| Sep 30, 2025 | WAGNER WEALTH MANAGEMENT, LLC | 0.24% | 160.41K | 1.27M | 160.41K | +100.00% |
| Sep 30, 2025 | TRAYNOR CAPITAL MANAGEMENT, INC. | 0.24% | 159.99K | 1.27M | 53.46K | +50.18% |
| Sep 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.24% | 158.89K | 1.26M | 133.89K | +535.57% |
| Sep 30, 2025 | COVE PRIVATE WEALTH, LLC | 0.22% | 148.39K | 1.17M | 0 | 0 |
| Sep 30, 2025 | CORNERSTONE ADVISORY, LLC | 0.22% | 145.72K | 1.15M | -86.02K | -37.12% |
| Sep 30, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.22% | 144.23K | 1.14M | 2.36K | +1.66% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.2% | 134.17K | 1.06M | 3.08K | +2.35% |
| Sep 30, 2025 | STONEX GROUP INC. | 0.19% | 129.43K | 1.02M | 8.55K | +7.07% |
| Sep 30, 2025 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.18% | 120K | 949.2K | 80K | +200.00% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 112.36K | 889K | 63.46K | +129.79% |
| Sep 30, 2025 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.15% | 103.03K | 814.92K | -7.48K | -6.77% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.14% | 93.37K | 738.58K | 64.35K | +221.71% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.13% | 89.11K | 704.88K | -6.2K | -6.50% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0.13% | 85.99K | 680.15K | 85.99K | +100.00% |
| Sep 30, 2025 | CYPRESS CAPITAL GROUP | 0.12% | 79.57K | 629.4K | 7.28K | +10.06% |
| Sep 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.89% | 590.38K | 4.67M | 500.64K | +557.86% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.82% | 545.38K | 4.31M | 375.29K | +220.64% |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 0.81% | 538.95K | 4.26M | 502.02K | +1,359.50% |
| Sep 30, 2025 | GENTRUST, LLC | 0.78% | 519.9K | 4.13M | 519.9K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.7% | 467.06K | 3.69M | 258.26K | +123.68% |
| Sep 30, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.69% | 461.35K | 3.65M | 461.35K | +100.00% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.67% | 444.17K | 3.51M | 256.13K | +136.21% |
| Sep 30, 2025 | ELLIS INVESTMENT PARTNERS, LLC | 0.63% | 419.76K | 3.32M | 47.26K | +12.69% |
| Sep 30, 2025 | WILLIAMS & NOVAK, LLC | 0.62% | 411.5K | 3.25M | 411.5K | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.61% | 404.14K | 3.2M | 296.71K | +276.19% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.5% | 334.48K | 2.44M | 295.38K | +755.52% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.46% | 307.62K | 2.43M | 188.46K | +158.17% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.43% | 288.4K | 2.28M | 217.57K | +307.15% |
| Sep 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.42% | 281.83K | 2.23M | 281.83K | +100.00% |
| Sep 30, 2025 | PARK AVENUE SECURITIES LLC | 0.37% | 243.51K | 1.93M | 28.83K | +13.43% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.36% | 238.03K | 1.9M | 238.03K | +100.00% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.33% | 217.66K | 1.71M | 217.66K | +100.00% |
| Jun 30, 2025 | CORNERSTONE ADVISORY, LLC | 0.35% | 231.74K | 1.73M | 6.56K | +2.91% |
| Jun 30, 2025 | LIDO ADVISORS, LLC | 0.35% | 233.47K | 1.75M | 0 | 0 |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.38% | 251.46K | 1.87M | 2.19K | +0.88% |
| Jun 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.44% | 293.92K | 2.19M | 274.99K | +1,451.95% |
| Jun 30, 2025 | VAN ECK ASSOCIATES CORP | 0.49% | 327.4K | 2.44M | 49.6K | +17.85% |
| Jun 30, 2025 | FIERA CAPITAL CORP | 0.54% | 362.03K | 2.7M | 1.14K | +0.32% |
| Jun 30, 2025 | TRUIST FINANCIAL CORP | 0.06% | 36.93K | 275.11K | 14.71K | +66.23% |
| Jun 30, 2025 | TRAYNOR CAPITAL MANAGEMENT, INC. | 0.16% | 106.53K | 793.65K | -20.95K | -16.43% |
| Jun 30, 2025 | HORIZON KINETICS ASSET MANAGEMENT LLC | 0.04% | 23.33K | 173.77K | 0 | 0 |
| Jun 30, 2025 | NATURAL INVESTMENTS, LLC | 0.04% | 24.26K | 180K | 43 | +0.18% |
| Jun 30, 2025 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.04% | 24.73K | 184.23K | 104 | +0.42% |
| Jun 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.04% | 25K | 186.25K | 7.5K | +42.86% |
| Jun 30, 2025 | CITO CAPITAL GROUP, LLC | 0.04% | 25K | 187K | 10K | +66.67% |
| Jun 30, 2025 | COLONY GROUP, LLC | 0.04% | 25.26K | 188.15K | 332 | +1.33% |
| Jun 30, 2025 | ELEQUIN SECURITIES, LLC | 0.04% | 26.13K | 194.69K | 10.1K | +63.03% |
| Jun 30, 2025 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.04% | 26.64K | 200K | 0 | 0 |
| Jun 30, 2025 | MOORS & CABOT, INC. | 0.04% | 28.33K | 211.08K | 1K | +3.66% |
| Jun 30, 2025 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 0.04% | 28.38K | 211.39K | 0 | 0 |
| Jun 30, 2025 | AMERICAN NATIONAL BANK | 0.04% | 28.7K | 213.82K | 28.7K | +100.00% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.04% | 29.02K | 216.24K | 420 | +1.47% |
| Jun 30, 2025 | JOEL ISAACSON & CO., LLC | 0.05% | 30.4K | 226.48K | 277 | +0.92% |
| Jun 30, 2025 | DUNCKER STREETT & CO INC | 0.05% | 30.73K | 228.96K | 30.73K | +100.00% |
| Jun 30, 2025 | BETA WEALTH GROUP, INC. | 0.05% | 31.16K | 232.14K | -32.13K | -50.77% |
| Jun 30, 2025 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.06% | 37.4K | 278.63K | 0 | 0 |
| Jun 30, 2025 | GRIDIRON PARTNERS, LLC | 0.82% | 547.48K | 4.08M | 0 | 0 |
| Jun 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 2.16% | 1.44M | 10.69M | -20.61K | -1.42% |
| Jun 30, 2025 | MORGAN STANLEY | 2.19% | 1.46M | 10.87B | 164.37K | +12.70% |
| Jun 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 3.18% | 2.12M | 15.77M | 337.06K | +18.94% |
| Jun 30, 2025 | ELLIS INVESTMENT PARTNERS, LLC | 0.56% | 372.5K | 2.78M | 16.4K | +4.61% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.55% | 368.5K | 2.75M | 115.17K | +45.46% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.14% | 95.31K | 710.07K | -2.12K | -2.17% |
| Jun 30, 2025 | READYSTATE ASSET MANAGEMENT LP | 0.14% | 94.97K | 707.5K | 94.97K | +100.00% |
| Jun 30, 2025 | CYPRESS CAPITAL GROUP | 0.11% | 72.3K | 538.6K | 72.3K | +100.00% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.11% | 70.83K | 527.72K | 41.8K | +143.97% |
| Jun 30, 2025 | GILL CAPITAL PARTNERS, LLC | 0.07% | 47.98K | 357.41K | -18.02K | -27.30% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 39.1K | 291.27K | -2.98K | -7.09% |
| Jun 30, 2025 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.07% | 46.36K | 345.35K | 11.99K | +34.88% |
| Jun 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.1% | 69.65K | 518.86K | 69.65K | +100.00% |
| Jun 30, 2025 | J.W. COLE ADVISORS, INC. | 0.1% | 67.08K | 499.71K | -1.87K | -2.71% |
| Jun 30, 2025 | COHEN & STEERS, INC. | 0.09% | 60K | 447K | 0 | 0 |
| Jun 30, 2025 | TORONTO DOMINION BANK | 0.16% | 105.1K | 783K | 105.1K | +100.00% |
| Jun 30, 2025 | WAKEFIELD ASSET MANAGEMENT LLLP | 0.16% | 104.73K | 780.54K | 1.14K | +1.10% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.16% | 103.1K | 768.11K | 103.1K | +100.00% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | 56.75K | 422.77K | 56.75K | +100.00% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.07% | 48.9K | 364K | 12.79K | +35.42% |
| Jun 30, 2025 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.06% | 40K | 298K | 0 | 0 |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 1.85% | 1.23M | 9.15M | 336.32K | +37.73% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 1.6% | 1.06M | 7.92M | -18.83K | -1.74% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.71% | 474.12K | 3.53M | 26.4K | +5.90% |
| Jun 30, 2025 | UBS GROUP AG | 0.31% | 208.8K | 1.56M | -23.42K | -10.08% |
| Jun 30, 2025 | PARALLEL ADVISORS, LLC | 0.3% | 196.09K | 1.46M | -1K | -0.51% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.28% | 188.04K | 1.4M | -9.2K | -4.67% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.26% | 170.09K | 1.27M | -46.05K | -21.31% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.2% | 131.09K | 976.59K | 800 | +0.61% |
| Jun 30, 2025 | STONEX GROUP INC. | 0.18% | 120.89K | 900.83K | 950 | +0.79% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.18% | 119.15K | 888K | 475 | +0.40% |
| Jun 30, 2025 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.17% | 110.51K | 823.27K | 2.29K | +2.12% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.16% | 107.43K | 800.36K | 20.68K | +23.84% |
| Jun 30, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.21% | 141.88K | 1.06M | 40K | +39.26% |
| Jun 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.14% | 89.74K | 668.59K | 89.74K | +100.00% |
| Jun 30, 2025 | COVE PRIVATE WEALTH, LLC | 0.22% | 148.39K | 1.11M | 111.8K | +305.53% |
| Jun 30, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.24% | 160.1K | 1.19M | 160.1K | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.26% | 171.39K | 1.28M | -207.61K | -54.78% |
| Jun 30, 2025 | PARK AVENUE SECURITIES LLC | 0.32% | 214.68K | 1.6M | 25.35K | +13.39% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 1.63% | 1.08M | 8.77M | 23.47K | +2.22% |
| Mar 31, 2025 | BANK OF MONTREAL /CAN/ | 0.04% | 26.35K | 213.46K | 0 | 0 |
| Mar 31, 2025 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 0.04% | 28.38K | 229.84K | 500 | +1.79% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.04% | 28.6K | 231.7K | 497 | +1.77% |
| Mar 31, 2025 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.16% | 108.21K | 876.52K | 1.77K | +1.66% |
| Mar 31, 2025 | CORNERSTONE ADVISORY, LLC | 0.34% | 225.19K | 1.74M | 37.46K | +19.95% |
| Mar 31, 2025 | LIDO ADVISORS, LLC | 0.35% | 233.47K | 1.9M | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.38% | 249.27K | 2.02M | 31.04K | +14.22% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.04% | 29.03K | 235.18K | -9.7K | -25.04% |
| Mar 31, 2025 | JOEL ISAACSON & CO., LLC | 0.05% | 30.12K | 243.99K | 252 | +0.84% |
| Mar 31, 2025 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.05% | 34.37K | 278.38K | 34.37K | +100.00% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.05% | 36.11K | 292K | -253 | -0.70% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 42.08K | 340.84K | -7.68K | -15.43% |
| Mar 31, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.68% | 1.78M | 14.41M | 307.68K | +20.90% |
| Mar 31, 2025 | SELWAY ASSET MANAGEMENT | 0.09% | 60K | 486K | 45K | +300.00% |
| Mar 31, 2025 | BETA WEALTH GROUP, INC. | 0.1% | 63.29K | 512.63K | -3.53K | -5.28% |
| Mar 31, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.1% | 64.93K | 525.93K | 0 | 0 |
| Mar 31, 2025 | GILL CAPITAL PARTNERS, LLC | 0.1% | 65.99K | 534.55K | 0 | 0 |
| Mar 31, 2025 | STONEX GROUP INC. | 0.18% | 119.94K | 971.71K | -1.37K | -1.13% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.2% | 130.29K | 1.06M | -24.6K | -15.88% |
| Mar 31, 2025 | PARK AVENUE SECURITIES LLC | 0.28% | 189.34K | 1.53M | 189.34K | +100.00% |
| Mar 31, 2025 | PARALLEL ADVISORS, LLC | 0.3% | 197.09K | 1.6M | 0 | 0 |
| Mar 31, 2025 | GRIDIRON PARTNERS, LLC | 0.82% | 547.48K | 4.43M | 0 | 0 |
| Mar 31, 2025 | COLONY GROUP, LLC | 0.04% | 24.92K | 201.88K | 24.92K | +100.00% |
| Mar 31, 2025 | COVE PRIVATE WEALTH, LLC | 0.06% | 36.59K | 296.39K | 0 | 0 |
| Mar 31, 2025 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.06% | 37.4K | 302.94K | 6K | +19.11% |
| Mar 31, 2025 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.06% | 40K | 324K | 0 | 0 |
| Mar 31, 2025 | J.W. COLE ADVISORS, INC. | 0.1% | 68.94K | 558.41K | 68.94K | +100.00% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.13% | 86.75K | 702.7K | -13.56K | -13.51% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.15% | 97.43K | 789.18K | 896 | +0.93% |
| Mar 31, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.15% | 101.88K | 825.19K | 4.48K | +4.60% |
| Mar 31, 2025 | WAKEFIELD ASSET MANAGEMENT LLLP | 0.16% | 103.59K | 839.38K | 1.87K | +1.84% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.18% | 118.68K | 961K | -18.76K | -13.65% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.3% | 197.24K | 1.6M | 121.27K | +159.63% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.33% | 216.14K | 1.75M | 1.88K | +0.88% |
| Mar 31, 2025 | ELLIS INVESTMENT PARTNERS, LLC | 0.54% | 356.1K | 2.88M | 18.69K | +5.54% |
| Mar 31, 2025 | FIERA CAPITAL CORP | 0.54% | 360.89K | 2.92M | -22.26K | -5.81% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 1.34% | 891.39K | 7.22M | 180.19K | +25.34% |
| Mar 31, 2025 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.04% | 26.64K | 217K | 0 | 0 |
| Mar 31, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.38% | 253.33K | 2.05M | 35.5K | +16.30% |
| Mar 31, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.12% | 81.16K | 657.97K | 8.17K | +11.19% |
| Mar 31, 2025 | MOORS & CABOT, INC. | 0.04% | 27.33K | 221.4K | 0 | 0 |
| Mar 31, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 2.19% | 1.46M | 11.79M | 224.22K | +18.20% |
| Mar 31, 2025 | VAN ECK ASSOCIATES CORP | 0.42% | 277.81K | 2.25M | -23.22K | -7.71% |
| Mar 31, 2025 | TRAYNOR CAPITAL MANAGEMENT, INC. | 0.19% | 127.48K | 1.03M | -3.51K | -2.68% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.57% | 378.99K | 3.07M | 196.76K | +107.98% |
| Mar 31, 2025 | COHEN & STEERS, INC. | 0.09% | 60K | 486K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0.35% | 232.22K | 1.88M | 11.4K | +5.16% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.67% | 447.71K | 3.63M | 266.62K | +147.23% |
| Mar 31, 2025 | MORGAN STANLEY | 1.95% | 1.29M | 10.49M | 121.29K | +10.34% |
| Mar 31, 2025 | 0.16% | 106.43K | 9.76M | 95.16K | +844.41% | |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.09% | 59.8K | 510.69K | 0 | 0 |
| Mar 31, 2024 | MALTIN WEALTH MANAGEMENT, INC. | 0.05% | 32.32K | 274.72K | 2.32K | +7.73% |
| Mar 31, 2024 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.05% | 36.17K | 307.45K | -14.13K | -28.09% |
| Mar 31, 2024 | COVE PRIVATE WEALTH, LLC | 0.06% | 36.59K | 311.02K | 0 | 0 |
| Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.06% | 38.7K | 341.71K | -10.71K | -21.67% |
| Mar 31, 2024 | SFI ADVISORS, LLC | 0.09% | 58.25K | 495.14K | 34.92K | +149.61% |
| Mar 31, 2024 | APOLLON WEALTH MANAGEMENT, LLC | 0.1% | 64.93K | 551.91K | -1.61K | -2.42% |
| Mar 31, 2024 | GILL CAPITAL PARTNERS, LLC | 0.1% | 65.99K | 540.49K | 6.4K | +10.73% |
| Mar 31, 2024 | TRAYNOR CAPITAL MANAGEMENT, INC. | 0.2% | 131.27K | 1.12M | 12.3K | +10.34% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.2% | 134.41K | 1.14M | 12.62K | +10.36% |
| Mar 31, 2024 | PARK AVENUE SECURITIES LLC | 0.21% | 141.89K | 1.21M | 287 | +0.20% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.24% | 156.24K | 1.33M | 4.2K | +2.76% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.24% | 158.85K | 1.35M | -7.71K | -4.63% |
| Mar 31, 2024 | CORNERSTONE ADVISORY, LLC | 0.24% | 160.22K | 1.36M | 4.3K | +2.76% |
| Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 0.24% | 160.48K | 1.36M | -4.43K | -2.69% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.25% | 163.03K | 1.39M | 5.56K | +3.53% |
| Mar 31, 2024 | VIVALDI CAPITAL MANAGEMENT LP | 0.28% | 185.51K | 1.54M | -26.25K | -12.39% |
| Mar 31, 2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.28% | 186.05K | 1.58M | -81.56K | -30.48% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.3% | 199.91K | 1.7M | 157.88K | +375.70% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.31% | 206.05K | 1.75M | -28.03K | -11.98% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.36% | 238.63K | 2.03M | -88.7K | -27.10% |
| Mar 31, 2024 | CAPTRUST FINANCIAL ADVISORS | 0.07% | 49.09K | 417.25K | 2.18K | +4.65% |
| Mar 31, 2024 | LIDO ADVISORS, LLC | 0.39% | 256.57K | 2.19M | -23.62K | -8.43% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.39% | 256.62K | 2.18M | -91.42K | -26.27% |
| Mar 31, 2024 | MORGAN STANLEY | 2.05% | 1.36M | 11.57M | 222.49K | +19.53% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.09% | 58.45K | 496.84K | 787 | +1.36% |
| Mar 31, 2024 | JOEL ISAACSON & CO., LLC | 0.04% | 28.83K | 245.04K | 28.83K | +100.00% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.09% | 61.38K | 521.76K | -11.6K | -15.89% |
| Mar 31, 2024 | ACKERMAN CAPITAL ADVISORS, LLC | 0.11% | 70.13K | 596.14K | -94.02K | -57.28% |
| Mar 31, 2024 | BETA WEALTH GROUP, INC. | 0.11% | 71.41K | 607K | 7.69K | +12.06% |
| Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.13% | 86.55K | 735.68K | 8.3K | +10.61% |
| Mar 31, 2024 | COHEN & STEERS, INC. | 0.14% | 95K | 808K | 15K | +18.75% |
| Mar 31, 2024 | WAKEFIELD ASSET MANAGEMENT LLLP | 0.14% | 95.39K | 811.04K | 6.47K | +7.28% |
| Mar 31, 2024 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.16% | 103.74K | 868.26K | 1.14K | +1.11% |
| Mar 31, 2024 | WOLVERINE ASSET MANAGEMENT LLC | 0.16% | 103.81K | 882.34K | 26.29K | +33.92% |
| Mar 31, 2024 | ALPINE GLOBAL MANAGEMENT, LLC | 0.17% | 110K | 935K | 23.74K | +27.53% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.19% | 126.35K | 1.07M | -25.31K | -16.69% |
| Mar 31, 2024 | NINE MASTS CAPITAL LTD | 0.35% | 229.45K | 1.95M | 229.45K | +100.00% |
| Mar 31, 2024 | UBS GROUP AG | 0.42% | 280.52K | 2.38M | -186 | -0.07% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.46% | 302.26K | 2.57M | 31.84K | +11.77% |
| Mar 31, 2024 | ELLIS INVESTMENT PARTNERS, LLC | 0.6% | 398.24K | 3.39M | 3.49K | +0.88% |
| Mar 31, 2024 | GRIDIRON PARTNERS, LLC | 0.82% | 547.48K | 4.65M | 5K | +0.92% |
| Mar 31, 2024 | FIERA CAPITAL CORP | 0.86% | 572.8K | 4.87M | -152.16K | -20.99% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.87% | 577.95K | 4.91M | 104.83K | +22.16% |
| Mar 31, 2024 | PALOGIC VALUE MANAGEMENT, L.P. | 0.03% | 20.6K | 175.1K | 0 | 0 |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.03% | 21.68K | 184K | -2.28K | -9.50% |
| Mar 31, 2024 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.03% | 22.7K | 192.96K | 1.94K | +9.34% |
| Mar 31, 2024 | C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 0.03% | 23.14K | 196.73K | 23.14K | +100.00% |
| Mar 31, 2024 | CEDAR BROOK FINANCIAL PARTNERS, LLC | 0.04% | 24.26K | 206.24K | 8.78K | +56.66% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.04% | 24.41K | 207.52K | -196 | -0.80% |
| Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0.04% | 24.5K | 208.25K | -1K | -3.92% |
| Mar 31, 2024 | MOORS & CABOT, INC. | 0.04% | 26.5K | 225.25K | -20K | -43.01% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.04% | 26.6K | 226.12K | -33.22K | -55.53% |
| Mar 31, 2024 | VAN ECK ASSOCIATES CORP | 0.53% | 354K | 3.01M | -73.11K | -17.12% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.07% | 44.58K | 379K | 44.58K | +100.00% |
| Mar 31, 2024 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.04% | 26.64K | 227K | 0 | 0 |
| Mar 31, 2024 | CALAMOS ADVISORS LLC | 0.04% | 26.68K | 226.76K | 26.68K | +100.00% |
| Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.04% | 27.6K | 234.6K | 4.74K | +20.72% |
| Mar 31, 2024 | HOLLENCREST CAPITAL MANAGEMENT | 0.04% | 28.58K | 242.89K | 0 | 0 |
| Dec 31, 2023 | GILL CAPITAL PARTNERS, LLC | 0.09% | 59.6K | 494.66K | -53.86K | -47.47% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.09% | 59.8K | 498.73K | 59.8K | +100.00% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.09% | 59.82K | 496.5K | -78.5K | -56.75% |
| Dec 31, 2023 | BETA WEALTH GROUP, INC. | 0.1% | 63.73K | 528.92K | -302.65K | -82.61% |
| Dec 31, 2023 | APOLLON WEALTH MANAGEMENT, LLC | 0.1% | 66.54K | 552.29K | 0 | 0 |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.52% | 327.33K | 2.72M | 88.02K | +36.78% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.55% | 348.03K | 2.89M | 314.61K | +941.33% |
| Dec 31, 2023 | ELLIS INVESTMENT PARTNERS, LLC | 0.62% | 394.75K | 3.28M | -101.57K | -20.46% |
| Dec 31, 2023 | VAN ECK ASSOCIATES CORP | 0.67% | 427.11K | 3.55M | 163.71K | +62.15% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.37% | 234.09K | 1.94M | -47.97K | -17.01% |
| Dec 31, 2023 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.42% | 267.61K | 2.22M | -849.93K | -76.05% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.12% | 72.98K | 602.46K | -20K | -21.51% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.12% | 77.52K | 643.37K | 69.07K | +817.55% |
| Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.12% | 78.25K | 649.45K | 15.36K | +24.42% |
| Dec 31, 2023 | COHEN & STEERS, INC. | 0.13% | 80K | 664K | 80K | +100.00% |
| Dec 31, 2023 | WEISS ASSET MANAGEMENT LP | 0.13% | 84.21K | 698.96K | 84.21K | +100.00% |
| Dec 31, 2023 | ALPINE GLOBAL MANAGEMENT, LLC | 0.14% | 86.26K | 715.93K | 86.26K | +100.00% |
| Dec 31, 2023 | WAKEFIELD ASSET MANAGEMENT LLLP | 0.14% | 88.92K | 738.21K | 88.92K | +100.00% |
| Dec 31, 2023 | 0.06% | 36.59K | 303.71K | 36.59K | +100.00% | |
| Dec 31, 2023 | TRAYNOR CAPITAL MANAGEMENT, INC. | 0.19% | 118.97K | 987.45K | 39.23K | +49.20% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.19% | 121.79K | 1.01M | 4.22K | +3.59% |
| Dec 31, 2023 | PARK AVENUE SECURITIES LLC | 0.22% | 141.6K | 1.18M | 141.6K | +100.00% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.24% | 151.65K | 1.26M | -20.1K | -11.70% |
| Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.24% | 152.04K | 1.26M | 15.26K | +11.16% |
| Dec 31, 2023 | CORNERSTONE ADVISORY, LLC | 0.25% | 155.91K | 1.29M | -2.62K | -1.65% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.25% | 157.48K | 1.31M | 16.76K | +11.91% |
| Dec 31, 2023 | ACKERMAN CAPITAL ADVISORS, LLC | 0.26% | 164.16K | 1.36M | 113.68K | +225.20% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.26% | 166.57K | 1.38M | -137.46K | -45.21% |
| Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 0.26% | 164.91K | 1.37M | 41.65K | +33.79% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.43% | 270.43K | 2.24M | 259.5K | +2,373.73% |
| Dec 31, 2023 | SPIRE WEALTH MANAGEMENT | 0.04% | 25.5K | 206.81K | 25.5K | +100.00% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.75% | 473.12K | 3.93M | 416.53K | +735.97% |
| Dec 31, 2023 | LIDO ADVISORS, LLC | 0.44% | 280.19K | 2.34M | 280.19K | +100.00% |
| Dec 31, 2023 | UBS GROUP AG | 0.44% | 280.7K | 2.33M | 143.84K | +105.10% |
| Dec 31, 2023 | VIVALDI CAPITAL MANAGEMENT LP | 0.33% | 211.76K | 1.77M | -75.09K | -26.18% |
| Dec 31, 2023 | FIERA CAPITAL CORP | 1.14% | 724.96K | 6.02M | -263.74K | -26.68% |
| Dec 31, 2023 | MORGAN STANLEY | 1.8% | 1.14M | 9.45M | 236.94K | +26.27% |
| Dec 31, 2023 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.04% | 26.64K | 222K | 0 | 0 |
| Dec 31, 2023 | HOLLENCREST CAPITAL MANAGEMENT | 0.05% | 28.58K | 237.17K | 155 | +0.55% |
| Dec 31, 2023 | MALTIN WEALTH MANAGEMENT, INC. | 0.05% | 30K | 249K | 30K | +100.00% |
| Dec 31, 2023 | ELEQUIN SECURITIES, LLC | 0.05% | 30.06K | 249.53K | 30.06K | +100.00% |
| Dec 31, 2023 | NOMURA HOLDINGS INC | 0.05% | 32.78K | 272.08K | 32.78K | +100.00% |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.07% | 42.02K | 348.79K | 1.72K | +4.27% |
| Dec 31, 2023 | MOORS & CABOT, INC. | 0.07% | 46.5K | 385.95K | 23.93K | +106.05% |
| Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 0.07% | 46.91K | 389.31K | -6.3K | -11.84% |
| Dec 31, 2023 | BANK OF MONTREAL /CAN/ | 0.08% | 49.41K | 445.63K | -11.92K | -19.43% |
| Dec 31, 2023 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.08% | 50.3K | 417.49K | 37.13K | +281.93% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.08% | 51.02K | 423.47K | -3 | -0.01% |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.09% | 57.66K | 478.61K | 849 | +1.49% |
Among the PML insiders holding of 0.02% of the stake in company, GROSS WILLIAM H, , holds the largest shares of 10.35K. MORRIS SONYA, director, is the second largest PML insider with ownership of 10K shares. RAPPAPORT ALAN, director, stands third with possession of 8K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| GROSS WILLIAM H | 10.35K | |
| MORRIS SONYA | director | 10K |
| RAPPAPORT ALAN | director | 8K |
| OGDEN WILLIAM B IV | director | 4.6K |
| COGAN SARAH E | director | 2.5K |
| BUFFINGTON THOMAS MATTHEW | director | 0 |
| BANK OF AMERICA CORP /DE/ | 10 percent owner | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | BANK OF AMERICA CORP /DE/ | SALE | 7.36 | 100 | 735.5 | 0 |
| Jul 21, 2026 | MORRIS SONYA | PURCHASE | 7.50 | 5K | 37.5K | 10K |
| May 20, 2026 | BANK OF AMERICA CORP /DE/ | SALE | 7.33 | 680 | 4.99K | 0 |
| Mar 25, 2026 | MORRIS SONYA | PURCHASE | 7.48 | 5K | 37.39K | 5K |
| Mar 13, 2026 | BANK OF AMERICA CORP /DE/ | SALE | 7.63 | 65 | 495.96 | 0 |
| Dec 08, 2025 | RAPPAPORT ALAN | PURCHASE | 7.66 | 2.82K | 21.58K | 8K |
| Jul 02, 2025 | BANK OF AMERICA CORP /DE/ | SALE | 7.46 | 111 | 828.06 | 0 |
| Jun 11, 2025 | BANK OF AMERICA CORP /DE/ | PURCHASE | 7.45 | 9.39K | 69.94K | 9.39K |
| Oct 31, 2024 | BANK OF AMERICA CORP /DE/ | SALE | 8.88 | 200 | 1.78K | 0 |
| Oct 30, 2024 | BANK OF AMERICA CORP /DE/ | PURCHASE | 8.84 | 200 | 1.77K | 200 |
| Oct 16, 2024 | BANK OF AMERICA CORP /DE/ | PURCHASE | 9.14 | 1 | 9.14 | 0 |
| Oct 11, 2024 | BANK OF AMERICA CORP /DE/ | SALE | 9.18 | 1 | 9.18 | 0 |
| Jan 24, 2024 | COGAN SARAH E | PURCHASE | 8.15 | 2.5K | 20.37K | 2.5K |
| Jan 29, 2020 | BUFFINGTON THOMAS MATTHEW | SALE | 22000.00 | 42 | 924K | 0 |
| Nov 10, 2015 | OGDEN WILLIAM B IV | PURCHASE | 12.02 | 4.6K | 55.29K | 4.6K |
| Aug 08, 2014 | GROSS WILLIAM H | PURCHASE | 11.74 | 10.35K | 121.55K | 10.35K |
| Jul 08, 2014 | GROSS WILLIAM H | PURCHASE | 11.79 | 64.14K | 756.14K | 430.19K |
| Jun 25, 2014 | GROSS WILLIAM H | PURCHASE | 11.99 | 19.04K | 228.38K | 366.05K |
| Jun 09, 2014 | GROSS WILLIAM H | PURCHASE | 12.12 | 8.2K | 99.4K | 347K |
| May 13, 2014 | GROSS WILLIAM H | PURCHASE | 11.93 | 61.69K | 735.73K | 338.8K |
| Jun 18, 2013 | GROSS WILLIAM H | SALE | 11.57 | 58.5K | 676.86K | 0 |
| Sep 07, 2010 | RAPPAPORT ALAN | PURCHASE | 11.80 | 1.5K | 17.7K | 1.5K |
| Jul 16, 2010 | GROSS WILLIAM H | SALE | 11.13 | 12K | 133.52K | 13.5K |
| Jul 15, 2010 | GROSS WILLIAM H | SALE | 11.10 | 21.5K | 238.65K | 25.5K |
| Jul 13, 2010 | GROSS WILLIAM H | SALE | 11.30 | 6.25K | 70.63K | 47K |
| Jul 12, 2010 | GROSS WILLIAM H | SALE | 11.33 | 5.25K | 59.48K | 53.25K |
| Dec 27, 2007 | GROSS WILLIAM H | PURCHASE | 13.64 | 100K | 1.36M | 150.15K |
| Dec 05, 2007 | GROSS WILLIAM H | SALE | 14.05 | 67.35K | 946.24K | 50.15K |
| Jan 05, 2007 | GROSS WILLIAM H | PURCHASE | 15.23 | 7.1K | 108.13K | 117.5K |
| Jun 01, 2005 | GROSS WILLIAM H | PURCHASE | 15.04 | 200 | 3.01K | 110.4K |
| May 31, 2005 | GROSS WILLIAM H | PURCHASE | 15.00 | 4.4K | 66K | 110.2K |
| Apr 19, 2005 | GROSS WILLIAM H | PURCHASE | 14.66 | 1.5K | 21.99K | 105.8K |
| Apr 14, 2005 | GROSS WILLIAM H | PURCHASE | 14.52 | 500 | 7.26K | 104.3K |
| Apr 12, 2005 | GROSS WILLIAM H | PURCHASE | 14.49 | 6.2K | 89.84K | 98K |
| Mar 14, 2005 | GROSS WILLIAM H | PURCHASE | 14.55 | 4.8K | 69.84K | 91.8K |
| Feb 14, 2005 | GROSS WILLIAM H | PURCHASE | 15.04 | 10.9K | 163.94K | 87K |
| Jul 20, 2004 | GROSS WILLIAM H | PURCHASE | 13.91 | 2.8K | 38.95K | 84.6K |
| Jul 14, 2004 | GROSS WILLIAM H | PURCHASE | 13.83 | 9.1K | 125.85K | 81.8K |
| Jul 13, 2004 | GROSS WILLIAM H | PURCHASE | 13.92 | 35.7K | 496.94K | 72.7K |
| Jun 25, 2004 | GROSS WILLIAM H | PURCHASE | 13.10 | 9K | 117.87K | 37K |
| Nov 18, 2003 | GROSS WILLIAM H | SALE | 13.86 | 2K | 27.72K | 28K |