How many institutions own VGM 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 VGM shares is 111, representing 22.93% of the company's common stock.

Who are the major shareholders selling Invesco Trust for Investment Grade Municipals stock?

WHIPPLEWOOD ADVISORS, LLC, in the last quarter, reduced its stake in VGM by -1.32% restricting it's holding to 69.48 thousand shares of worth nearly $736.50K. UBS GROUP AG also lessened -0.78% of the VGM shares from its portfolio, reducing its holding to 567.5 thousand shares of worth $6.02M. SIT INVESTMENT ASSOCIATES INC also shunned VGM shares holding by -9.83% last quarter which brought its holding to 603.61 thousand shares worth $6.40M.

Investors who are buying VGM stock?

As per its latest 13F filing, REGATTA RESEARCH & MONEY MANAGEMENT increased its stake in VGM by 100% in the last quarter. The institutional holder raised its holding to 113.38 thousand shares having worth more than $1.20M. NEWEDGE ADVISORS, LLC also added 96.16% more shares of VGM to its portfolio, raising its holding to 136.86 thousand shares of worth $1.45M. CETERA INVESTMENT ADVISERS also increased its VGM shares holding by 33.22% which brought its holding to 249.32 thousand shares worth $2.64M.

VGM's major insiders: who are they?

The insider with the most stakes in VGM is Dammeyer Rodney F , at the company. Additionally, VGM stock is highly held by Byron Thomas and director CHOATE JERRY D among others.

Did an insider recently sell VGM stock?

Company executives, directors, and other insiders own 0% percent of Invesco Trust for Investment Grade Municipals's stock. Within the last six months, there have been 0 transaction(s) in which VGM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include DAMMEYER RODNEY F, BYRON THOMAS, and BANK OF AMERICA CORP /DE/.

Which insider recently purchased VGM stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Trust for Investment Grade Municipals insiders have bought stock, totalling 0 shares

How much of VGM does insiders own?

Around 0 Invesco Trust for Investment Grade Municipals shares are held by insiders, which represents about 0% of VGM stock.

Who is the insider with the largest stake?

VGM , Dammeyer Rodney F holds the largest portfolio of the company's shares. VGM shares owned by Dammeyer total nearly 35.37 thousand.

Which institution holds the most shares in VGM?

WHIPPLEWOOD ADVISORS, LLC is the largest institutional owner in VGM which holds 69.48 thousand shares worth $736.50K or 0.13% of the total VGM shares outstanding followed by REGATTA RESEARCH & MONEY MANAGEMENT with ownership of 113.38 thousand shares representing 0.21% of the VGM ownership. INDIANA TRUST & INVESTMENT MANAGEMENT CO is the third largest stakeholder with 122 thousand shares or 0.23% of the ownership worth more than $1.29M.

Is Invesco Trust for Investment Grade Municipals 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 VGM is concerned, it is a stock which is not optionable.

Is there a short position on VGM's shares?

Number of VGM 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 VGM shares are there?

As of today, null shares of VGM are outstanding.

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

VGM 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 VGM is null.

Invesco Trust for Investment Grade Municipals (VGM) 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

0% Percentage of Shares held by All Insiders

22.93% Percentage of Shares held by All Institutions

22.94% Percentage of Float held by Institutions

111

Number of Institutions Holding Shares

Institutional Ownership

About 22.93% of VGM shares are held by financial institutions. WHIPPLEWOOD ADVISORS, LLC is the top corporate investor, holding 69.48K shares valued at $736.50K. A 0.13% stake in Invesco Trust for Investment Grade Municipals is owned by the company. REGATTA RESEARCH & MONEY MANAGEMENT owns 113.38K shares valued at $1.20M, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WHIPPLEWOOD ADVISORS, LLC	0.13%	69.48K	736.5K	-927	-1.32%
Jun 30, 2026	REGATTA RESEARCH & MONEY MANAGEMENT	0.21%	113.38K	1.2M	113.38K	+100.00%
Jun 30, 2026	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.23%	122K	1.29M	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.25%	136.86K	1.45M	67.09K	+96.16%
Jun 30, 2026	GREATMARK INVESTMENT PARTNERS, INC.	0.46%	248.75K	2.64M	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.46%	249.32K	2.64M	62.18K	+33.22%
Jun 30, 2026	UBS GROUP AG	1.05%	567.5K	6.02M	-4.47K	-0.78%
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	1.11%	603.61K	6.4M	-65.82K	-9.83%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.14%	617.86K	6.55M	45.15K	+7.88%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.42%	768.11K	8.14M	250.35K	+48.35%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.96%	1.06M	11.25M	-99.34K	-8.56%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	2.3%	1.25M	13.22M	269.07K	+27.51%
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.15%	78.65K	833.67K	-3.45K	-4.20%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	84.82K	899.1K	0	0
Jun 30, 2026	MORGAN STANLEY	1.3%	705.02K	7.47M	18.24K	+2.66%
Jun 30, 2026	CLARO ADVISORS LLC	0.18%	99.97K	1.06M	-12.56K	-11.16%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	97.28K	1.03M	10.4K	+11.97%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.18%	96.1K	1.02M	-16.35K	-14.54%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	15.1K	160.06K	0	0
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.03%	15.43K	164K	3.5K	+29.34%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.03%	17.31K	183.52K	320	+1.88%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.03%	18.35K	194.53K	377	+2.10%
Jun 30, 2026	NUVEEN, LLC	0.03%	18.69K	198.16K	0	0
Jun 30, 2026	KERCHEVILLE ADVISORS, LLC	0.04%	22.17K	235.05K	31	+0.14%
Jun 30, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.04%	22.5K	238.5K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	24.67K	261.52K	233	+0.95%
Jun 30, 2026	GRIDIRON PARTNERS, LLC	0.05%	27.03K	286.51K	-102.7K	-79.16%
Jun 30, 2026	CUTLER CAPITAL MANAGEMENT, LLC	0.16%	86.12K	912.84K	0	0
Jun 30, 2026	BURFORD BROTHERS, INC.	0.09%	46.42K	492.06K	0	0
Jun 30, 2026	MELFA WEALTH MANAGEMENT, LLC	0.07%	37.36K	396.02K	0	0
Jun 30, 2026	MELONE PRIVATE WEALTH, LLC	0.43%	231K	2.45M	58.14K	+33.64%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	205.55K	2.18M	36.32K	+21.46%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.36%	194.33K	2.06M	351	+0.18%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.31%	170.62K	1.81M	21.24K	+14.22%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.44%	238.6K	2.53M	1.68K	+0.71%
Jun 30, 2026	N.E.W. ADVISORY SERVICES LLC	0.69%	373.82K	3.96M	143.86K	+62.56%
Jun 30, 2026	ROYAL BANK OF CANADA	0.71%	382.86K	4.06M	16.34K	+4.46%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.93%	501.86K	5.32M	8.03K	+1.63%
Jun 30, 2026	LPL FINANCIAL LLC	1.15%	625.75K	6.63M	-64.76K	-9.38%
Jun 30, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.08%	44.89K	475.85K	29.15K	+185.26%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.09%	48.37K	512.75K	-20.35K	-29.61%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.31%	168.14K	1.78M	5.31K	+3.26%
Jun 30, 2026		0.09%	50K	530K	0	0
Jun 30, 2026	WORTH ASSET MANAGEMENT, LLC	0.09%	50.01K	530.05K	50.01K	+100.00%
Jun 30, 2026	LEXAURUM ADVISORS, LLC	0.1%	55.98K	593.34K	1.04K	+1.89%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.65%	355.06K	3.76M	42.02K	+13.42%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	44.98K	476.79K	225	+0.50%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.1%	56.2K	595.72K	4.94K	+9.63%
Jun 30, 2026	FIERA CAPITAL CORP	0.29%	154.64K	1.64M	65.47K	+73.42%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.18%	99.25K	1.05M	324	+0.33%
Jun 30, 2026	SOVEREIGN FINANCIAL GROUP, INC.	0.06%	30.89K	327.46K	23	+0.07%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	29.7K	314.87K	-7.55K	-20.27%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.05%	29.61K	313.83K	0	0
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	60.73K	599.35K	-7.34K	-10.78%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.12%	65.74K	696.83K	-3.37K	-4.88%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.06%	33.24K	352.32K	2.83K	+9.32%
Jun 30, 2026	COLONY GROUP, LLC	0.07%	36.15K	383.18K	549	+1.54%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.08%	41.9K	444.15K	1.33K	+3.27%
Jun 30, 2026	WEALTH CARE LLC	0.09%	50K	530K	0	0
Jun 30, 2026	SUMMIT TRAIL ADVISORS, LLC	0.12%	67.09K	711.15K	26.04K	+63.45%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.42%	229.96K	2.27M	105.5K	+84.76%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	15.35K	151K	-4.15K	-21.29%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.03%	15.42K	152.19K	-2.62K	-14.53%
Mar 31, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.03%	15.74K	155.32K	0	0
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.03%	17.97K	177.4K	1.18K	+7.01%
Mar 31, 2026	NUVEEN, LLC	0.03%	18.69K	184.51K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	20.36K	200.96K	20.36K	+100.00%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.04%	21.49K	212K	5.84K	+37.35%
Mar 31, 2026	KERCHEVILLE ADVISORS, LLC	0.04%	22.14K	218.55K	31	+0.14%
Mar 31, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.04%	22.5K	222.08K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	24.44K	241.21K	-1.9K	-7.21%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.05%	29.61K	292.22K	0	0
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.06%	30.4K	300.09K	13.24K	+77.13%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.3%	162.83K	1.61M	54.32K	+50.05%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	169.23K	1.67M	9.55K	+5.98%
Mar 31, 2026	MELONE PRIVATE WEALTH, LLC	0.32%	172.86K	1.71M	-22.52K	-11.53%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.35%	187.14K	1.85M	58.96K	+46.00%
Mar 31, 2026	MACKAY SHIELDS LLC	0.39%	209.17K	2.06M	-99.38K	-32.21%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.44%	236.92K	2.34M	-8.28K	-3.38%
Mar 31, 2026	GREATMARK INVESTMENT PARTNERS, INC.	0.46%	248.75K	2.46M	0	0
Mar 31, 2026	LEO WEALTH, LLC	0.59%	319.28K	3.15M	58.23K	+22.31%
Mar 31, 2026	UBS GROUP AG	1.05%	571.97K	5.65M	3.28K	+0.58%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.06%	572.72K	5.65M	-26.83K	-4.48%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	1.23%	669.43K	6.61M	-53.79K	-7.44%
Mar 31, 2026	LPL FINANCIAL LLC	1.27%	690.51K	6.82M	-164.95K	-19.28%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.8%	978.22K	9.65M	479.44K	+96.12%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.13%	69.77K	688.63K	11.06K	+18.83%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.13%	70.41K	694.93K	-752	-1.06%
Mar 31, 2026	GRIDIRON PARTNERS, LLC	0.24%	129.73K	1.28M	-20.26K	-13.51%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.36%	193.98K	1.91M	-1.41K	-0.72%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.58%	313.04K	3.09M	1.67K	+0.54%
Mar 31, 2026	ROYAL BANK OF CANADA	0.68%	366.52K	3.62M	22.21K	+6.45%
Mar 31, 2026	CALTON & ASSOCIATES, INC.	0.08%	42.64K	420.83K	-11.85K	-21.74%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	44.76K	441.75K	24.72K	+123.32%
Mar 31, 2026	BURFORD BROTHERS, INC.	0.09%	46.42K	458.18K	18.8K	+68.04%
Mar 31, 2026		0.09%	50K	493.5K	50K	+100.00%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.09%	51.27K	505.99K	0	0
Mar 31, 2026	LEXAURUM ADVISORS, LLC	0.1%	54.94K	542.26K	54.94K	+100.00%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.13%	68.07K	671.8K	371	+0.55%
Mar 31, 2026	INVESCO LTD.	0.08%	41.7K	411.59K	-51.09K	-55.06%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.91%	493.82K	4.87M	18.63K	+3.92%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.95%	517.77K	5.1M	85.07K	+19.66%
Mar 31, 2026	MORGAN STANLEY	1.27%	686.78K	6.78M	42.07K	+6.52%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.14%	1.16M	11.46M	-81.76K	-6.58%
Mar 31, 2026	SOVEREIGN FINANCIAL GROUP, INC.	0.06%	30.87K	304.68K	166	+0.54%
Mar 31, 2026	CUTLER CAPITAL MANAGEMENT, LLC	0.16%	86.12K	849.98K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.16%	86.88K	857.52K	25.4K	+41.31%
Mar 31, 2026	FIERA CAPITAL CORP	0.16%	89.17K	880.11K	89.17K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.18%	98.93K	976.4K	72.98K	+281.29%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.21%	112.45K	1.11M	-258.57K	-69.69%
Mar 31, 2026	CLARO ADVISORS LLC	0.21%	112.53K	1.11M	-897	-0.79%
Mar 31, 2026	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.23%	122K	1.2M	-41.65K	-25.45%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.28%	149.38K	1.47M	-22.4K	-13.04%
Mar 31, 2026	COLONY GROUP, LLC	0.07%	35.6K	351.37K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	37.25K	367.71K	-4.19K	-10.12%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	68.72K	678.3K	254	+0.37%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.13%	69.11K	682.1K	2.7K	+4.07%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.07%	37.36K	368.74K	0	0
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.07%	40.57K	400.46K	-242	-0.59%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	84.82K	837.18K	0	0
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.08%	41.05K	405.12K	41.05K	+100.00%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.15%	82.1K	810.31K	0	0
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.03%	16.67K	172.91K	311	+1.90%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.03%	17.17K	178K	2.08K	+13.76%
Dec 31, 2025	NUVEEN, LLC	0.03%	18.69K	193.86M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	19.5K	202K	-3.93K	-16.76%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	20.04K	207.82K	22	+0.11%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.04%	20.95K	217.28K	0	0
Dec 31, 2025	KERCHEVILLE ADVISORS, LLC	0.04%	22.11K	226.21K	30	+0.14%
Dec 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.04%	22.5K	233.33K	0	0
Dec 31, 2025		0.04%	22.65K	234.83K	22.65K	+100.00%
Dec 31, 2025	STONEX GROUP INC.	0.04%	22.8K	236.46K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.05%	25.95K	269.05K	-1.46K	-5.31%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	26.34K	273.14K	1.62K	+6.54%
Dec 31, 2025	BURFORD BROTHERS, INC.	0.05%	27.63K	286.47K	0	0
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	29.61K	307.02K	0	0
Dec 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.06%	30.7K	318.39K	372	+1.23%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.07%	37.36K	387.42K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.08%	40.82K	423.26K	-49.7K	-54.91%
Dec 31, 2025	CALTON & ASSOCIATES, INC.	0.1%	54.48K	564.99K	549	+1.02%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.12%	66.41K	688.63K	3.36K	+5.33%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	67.69K	701.99K	11.86K	+21.24%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	68.47K	710.03K	-834	-1.20%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.15%	82.1K	851.36K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	84.82K	879.59K	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	108.52K	1.13M	0	0
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.23%	124.46K	1.29M	74.68K	+150.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	128.18K	1.33M	12.89K	+11.18%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.26%	140.28K	1.45M	-155.58K	-52.59%
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.28%	149.98K	1.56M	-1.57M	-91.29%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	159.68K	1.66M	13.39K	+9.15%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.11%	599.55K	6.22M	-31.29K	-4.96%
Dec 31, 2025	UBS GROUP AG	1.05%	568.69K	5.9M	15.27K	+2.76%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.92%	498.77K	5.17M	470.28K	+1,650.38%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	11.69K	121K	-3K	-20.42%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	11.18K	115.9K	-1.63K	-12.72%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	58.72K	608.87K	15.65K	+36.32%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.68%	371.02K	3.85M	-274.97K	-42.57%
Dec 31, 2025	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.3%	163.65K	1.7M	-9.5K	-5.49%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	171.78K	1.78M	-23.12K	-11.86%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.36%	195.38K	2.03M	3.07K	+1.59%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.36%	195.39K	2.03M	-2.7K	-1.36%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.45%	245.21K	2.54M	1.05K	+0.43%
Dec 31, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.46%	248.75K	2.58M	0	0
Dec 31, 2025	LEO WEALTH, LLC	0.48%	261.05K	2.71M	79.26K	+43.60%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.67%	364.78K	3.78M	-576.95K	-61.27%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.88%	475.2K	4.93M	-20.71K	-4.18%
Dec 31, 2025	ROYAL BANK OF CANADA	0.63%	344.32K	3.57M	22.86K	+7.11%
Dec 31, 2025	MACKAY SHIELDS LLC	0.57%	308.54K	3.2M	-61.62K	-16.65%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	15.1K	156.59K	0	0
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.57%	311.38K	3.23M	30.99K	+11.05%
Dec 31, 2025	CUTLER CAPITAL MANAGEMENT, LLC	0.16%	86.12K	893.04K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.07%	35.6K	369.17K	35.6K	+100.00%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	51.27K	531.62K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	41.45K	429.82K	-4.1K	-9.00%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.13%	71.16K	737.93K	-340	-0.48%
Dec 31, 2025	INVESCO LTD.	0.17%	92.79K	962.19K	-8.84K	-8.70%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.03%	14.15K	146.74K	-100	-0.70%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.03%	13.8K	143.05K	-760	-5.22%
Dec 31, 2025	ZULLO INVESTMENT GROUP, INC.	0.02%	13.5K	140K	0	0
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.02%	11.88K	123.23K	0	0
Dec 31, 2025	MORGAN STANLEY	1.19%	644.71K	6.69M	99.66K	+18.28%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.33%	723.22K	7.5M	-4.73K	-0.65%
Dec 31, 2025	LPL FINANCIAL LLC	1.58%	855.46K	8.87M	96.57K	+12.73%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.15%	1.17M	12.11M	1.32K	+0.11%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	61.48K	637.6K	-28.3K	-31.52%
Dec 31, 2025	CLARO ADVISORS LLC	0.21%	113.43K	1.18M	27.59K	+32.14%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.8%	432.7K	4.49M	49.96K	+13.05%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.29%	1.24M	12.89M	58.92K	+4.98%
Dec 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.03%	15.74K	163.19K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.45%	244.16K	2.47M	4.25K	+1.77%
Sep 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.23%	122.35K	1.24M	-11.86K	-8.84%
Sep 30, 2025	INVESCO LTD.	0.19%	101.63K	1.03M	-120	-0.12%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.17%	90.51K	915.99K	22.41K	+32.90%
Sep 30, 2025	CLARO ADVISORS LLC	0.16%	85.84K	868.67K	-17.56K	-16.98%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	84.82K	858.39K	0	0
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.15%	82.1K	830.83K	11.5K	+16.29%
Sep 30, 2025	QUARRY LP	0.09%	48.94K	495.25K	-4.75K	-8.84%
Sep 30, 2025	CUTLER CAPITAL MANAGEMENT, LLC	0.16%	86.12K	871.51K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	89.79K	862.54K	11.78K	+15.10%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	45.55K	460.95K	879	+1.97%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	115.29K	1.17M	54.51K	+89.69%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	108.52K	1.1M	6.12K	+5.97%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.12%	63.05K	638.04K	1.83K	+2.99%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	55.83K	565.04K	55.83K	+100.00%
Sep 30, 2025	CALTON & ASSOCIATES, INC.	0.1%	53.93K	545.82K	31.94K	+145.17%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	51.27K	518.8K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	43.07K	435.87K	20K	+86.69%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.08%	40.78K	412.7K	761	+1.90%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.07%	37.36K	378.08K	0	0
Sep 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.06%	30.33K	306.95K	-99	-0.33%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.13%	71.5K	723.58K	6.04K	+9.23%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	69.3K	701.35K	-1.96K	-2.74%
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.12%	65.9K	666.95K	-101.65K	-60.67%
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.09%	49.79K	503.82K	12.85K	+34.81%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	29.61K	299.62K	1.25K	+4.41%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.05%	28.5K	288.37K	-27.54K	-49.15%
Sep 30, 2025	BURFORD BROTHERS, INC.	0.05%	27.63K	279.57K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	27.4K	277.29K	2.05K	+8.08%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	23.42K	237K	-4.71K	-16.74%
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.04%	22.5K	227.7K	0	0
Sep 30, 2025	KERCHEVILLE ADVISORS, LLC	0.04%	22.08K	223.47K	7.53K	+51.76%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.04%	20.95K	212.05K	0	0
Sep 30, 2025	NUVEEN, LLC	0.03%	18.69K	189.18K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.03%	18.54K	187.62K	0	0
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.03%	17.24K	174.45K	-1.05K	-5.76%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.03%	16.57K	167.68K	16.57K	+100.00%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.03%	16.36K	165.6K	323	+2.01%
Sep 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.03%	15.74K	159.26K	0	0
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	15.1K	152.81K	0	0
Sep 30, 2025	GRIDIRON PARTNERS, LLC	3.18%	1.72M	1.52M	1.57M	+1,048.62%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.18%	1.18M	11.98M	95.44K	+8.77%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.15%	1.17M	11.81M	-22.24K	-1.87%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.74%	941.73K	9.53M	-701.76K	-42.70%
Sep 30, 2025	LPL FINANCIAL LLC	1.4%	758.89K	7.68M	584.51K	+335.19%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.34%	727.96K	7.37M	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	1.19%	645.99K	6.54M	-77.27K	-10.68%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.16%	630.84K	6.38M	80.7K	+14.67%
Sep 30, 2025	UBS GROUP AG	1.02%	553.42K	5.6M	20.76K	+3.90%
Sep 30, 2025	MORGAN STANLEY	1%	545.05K	5.52M	16.34K	+3.09%
Sep 30, 2025	FIERA CAPITAL CORP	0.93%	506.65K	5.13M	-4.57K	-0.89%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.91%	495.91K	5.02M	61.9K	+14.26%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.71%	382.74K	3.87M	34.91K	+10.04%
Sep 30, 2025	MACKAY SHIELDS LLC	0.68%	370.16K	3.75M	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.59%	321.46K	3.25M	47.88K	+17.50%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.55%	295.86K	2.99M	-65.8K	-18.19%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.52%	280.39K	2.84M	9.21K	+3.39%
Sep 30, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.46%	248.75K	2.52M	12.5K	+5.29%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.37%	198.09K	2M	-3.16K	-1.57%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	194.9K	1.97M	12.89K	+7.08%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.35%	192.31K	1.95M	4.25K	+2.26%
Sep 30, 2025	LEO WEALTH, LLC	0.34%	181.79K	1.84M	-52.76K	-22.49%
Sep 30, 2025	KENNEDY INVESTMENT GROUP	0.33%	179.22K	1.81M	-25.69K	-12.54%
Sep 30, 2025	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.32%	173.15K	1.75M	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	146.29K	1.48M	83K	+131.15%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	71.26K	676.24K	290	+0.41%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.15%	83.3K	790.52K	-30.5K	-26.80%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.03%	1.64M	15.6M	-989.29K	-37.58%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	3.36%	1.82M	17.3M	-1.28M	-41.29%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.07%	40.02K	379.79K	708	+1.80%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	44.67K	423.91K	870	+1.99%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	78.01K	741.67K	31.19K	+66.61%
Jun 30, 2025	CLARO ADVISORS LLC	0.19%	103.4K	981.25K	-120	-0.12%
Jun 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.25%	134.21K	1.27M	26.22K	+24.28%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.28%	149.98K	1.42M	0	0
Jun 30, 2025	LEXAURUM ADVISORS, LLC	0.31%	167.56K	1.59M	53.91K	+47.43%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.35%	188.06K	1.78M	11.95K	+6.79%
Jun 30, 2025	KENNEDY INVESTMENT GROUP	0.38%	204.92K	1.94M	-24.22K	-10.57%
Jun 30, 2025	LEO WEALTH, LLC	0.43%	234.55K	2.23M	58.8K	+33.45%
Jun 30, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.44%	236.25K	2.24M	5K	+2.16%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.5%	271.18K	2.57M	-54.46K	-16.72%
Jun 30, 2025	ROYAL BANK OF CANADA	0.5%	273.58K	2.6M	35.1K	+14.72%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.67%	361.66K	3.43M	-8.7K	-2.35%
Jun 30, 2025	MACKAY SHIELDS LLC	0.68%	370.16K	3.51M	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.34%	727.96K	6.91M	-1.27M	-63.63%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	20.47K	194.27K	-651	-3.08%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.04%	20.95K	198.84K	20.95K	+100.00%
Jun 30, 2025	STONEX GROUP INC.	0.04%	22.8K	216.39K	3.31K	+16.96%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	23.07K	218.94K	-600	-2.53%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	25.35K	240.6K	3.58K	+16.42%
Jun 30, 2025	BURFORD BROTHERS, INC.	0.05%	27.63K	262.16K	27.63K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	28.36K	269.1K	12.75K	+81.70%
Jun 30, 2025	MORGAN STANLEY	0.97%	528.71K	5.02B	13.63K	+2.65%
Jun 30, 2025	FIERA CAPITAL CORP	0.94%	511.22K	4.85M	-7.63K	-1.47%
Jun 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.06%	30.43K	288.78K	2.48K	+8.88%
Jun 30, 2025	COHEN & STEERS, INC.	0.06%	30K	285K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	182.01K	1.73M	-3.81K	-2.05%
Jun 30, 2025	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.32%	173.15K	1.64M	1.15K	+0.67%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.01%	1.09M	10.33M	208.23K	+23.66%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.33%	723.26K	6.86M	-322.51K	-30.84%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.01%	550.14K	5.22M	113.67K	+26.04%
Jun 30, 2025	UBS GROUP AG	0.98%	532.66K	5.05M	-2.57K	-0.48%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.8%	434.01K	4.12M	95.28K	+28.13%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.64%	347.83K	3.3M	-18.88K	-5.15%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.44%	239.91K	2.28M	46.14K	+23.81%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.37%	201.24K	1.91M	-7.37K	-3.53%
Jun 30, 2025	LPL FINANCIAL LLC	0.32%	174.38K	1.65M	-285.01K	-62.04%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.19%	102.4K	971.78K	5.68K	+5.88%
Jun 30, 2025	INVESCO LTD.	0.19%	101.75K	965.61K	-41.35K	-28.89%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.18%	97.2K	922.43K	-800	-0.82%
Jun 30, 2025	CUTLER CAPITAL MANAGEMENT, LLC	0.16%	86.12K	817.25K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	84.82K	804.95K	0	0
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.13%	70.6K	669.98K	0	0
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.13%	68.11K	646.32K	68.11K	+100.00%
Jun 30, 2025		0.12%	65.46K	621.2K	-38.97K	-37.32%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	63.29K	601K	15.78K	+33.21%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.12%	65.46K	621.2K	-38.97K	-37.32%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.11%	61.22K	580.96K	29	+0.05%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	60.78K	576.77K	36.71K	+152.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	58.95K	559.43K	58.95K	+100.00%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.1%	56.04K	531.78K	-794	-1.40%
Jun 30, 2025	QUARRY LP	0.1%	53.68K	509.45K	14.65K	+37.52%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.07%	37.36K	354.55K	0	0
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.19%	1.19M	11.29M	-207.69K	-14.87%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.04%	21.71K	206K	1.09K	+5.27%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.04%	22K	208.77K	8.79K	+66.53%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.04%	22.5K	213.53K	2.5K	+12.50%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.06%	33.53K	318K	33.53K	+100.00%
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.07%	36.93K	350.48K	36.93K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	51.27K	486.51K	-360	-0.70%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	70.97K	706.84K	-2.75K	-3.73%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	84.82K	844.82K	62.79K	+284.97%
Mar 31, 2025		0.19%	104.43K	647.66K	39.01K	+59.63%
Mar 31, 2025	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.32%	172K	1.71M	-3.69K	-2.10%
Mar 31, 2025	LEO WEALTH, LLC	0.32%	175.76K	1.75M	-45.89K	-20.70%
Mar 31, 2025	MELONE PRIVATE WEALTH, LLC	0.32%	176.11K	1.75M	1.78K	+1.02%
Mar 31, 2025	KENNEDY INVESTMENT GROUP	0.42%	229.14K	2.28M	-39.11K	-14.58%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.68%	370.36K	3.69M	0	0
Mar 31, 2025	MACKAY SHIELDS LLC	0.68%	370.16K	3.69M	-1.67K	-0.45%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.07%	37.36K	372.11K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	185.82K	1.85M	-23.12K	-11.07%
Mar 31, 2025	ROYAL BANK OF CANADA	0.44%	238.48K	2.38M	-19.98K	-7.73%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.18%	96.72K	963.3K	-1.56K	-1.59%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.18%	98K	976.08K	-7.5K	-7.11%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.93%	1.05M	10.42M	315.34K	+43.17%
Mar 31, 2025	MORGAN STANLEY	0.95%	515.08K	5.13M	75.04K	+17.05%
Mar 31, 2025	FIERA CAPITAL CORP	0.96%	518.85K	5.17M	-33.96K	-6.14%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.58%	1.4M	13.91M	15K	+1.09%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	3.69%	2M	19.94M	-285.16K	-12.47%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	4.85%	2.63M	26.22M	-207.88K	-7.32%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	47.51K	473K	-507	-1.06%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	32.55K	324K	2.06K	+6.75%
Mar 31, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.43%	231.25K	2.3M	16.75K	+7.81%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.8%	436.47K	4.35M	-14.12K	-3.13%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.62%	880.13K	8.77M	150.33K	+20.60%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	5.72%	3.1M	30.92M	-326.58K	-9.52%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	51.63K	514.19K	360	+0.70%
Mar 31, 2025	CLARO ADVISORS LLC	0.19%	103.52K	1.03M	-1.02K	-0.98%
Mar 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.2%	107.99K	1.08M	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.07%	39.31K	391.55K	307	+0.79%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	46.82K	466.33K	-1.16K	-2.42%
Mar 31, 2025	LEXAURUM ADVISORS, LLC	0.21%	113.65K	1.13M	113.65K	+100.00%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.21%	113.8K	1.13M	-17K	-13.00%
Mar 31, 2025	INVESCO LTD.	0.26%	143.1K	1.43M	2.17K	+1.54%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.28%	149.98K	1.49M	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.36%	193.77K	1.93M	20.83K	+12.04%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.38%	208.62K	2.08M	60.41K	+40.76%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	1.79%	968.32K	9.82M	-144.13K	-12.96%
Mar 31, 2025	UBS GROUP AG	0.99%	535.23K	5.33M	24.15K	+4.73%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.68%	366.71K	3.65M	65.98K	+21.94%
Mar 31, 2025	QUARRY LP	0.07%	39.04K	388.8K	0	0
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.6%	325.64K	3.24M	-80.75K	-19.87%
Mar 31, 2025	CUTLER CAPITAL MANAGEMENT, LLC	0.16%	86.12K	857.73K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.85%	459.39K	4.58M	97.92K	+27.09%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.62%	338.73K	3.37M	9.55K	+2.90%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	43.8K	436.25K	-7.68K	-14.92%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.11%	61.19K	609.44K	4.33K	+7.61%
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.13%	70.6K	703.16K	3.23K	+4.80%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.09%	47.97K	477.73K	9.17K	+23.63%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.1%	56.83K	566.03K	139	+0.25%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	7.13%	3.87M	38.11M	666.04K	+20.82%
Mar 31, 2024	BLACKROCK INC.	0.23%	123.88K	1.22M	0	0
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.26%	138.47K	1.37M	22.57K	+19.47%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.27%	145.09K	1.43M	7.19K	+5.21%
Mar 31, 2024	AQR ARBITRAGE LLC	0.82%	444.12K	4.38M	-2.75K	-0.62%
Mar 31, 2024	MORGAN STANLEY	0.85%	460.27K	4.54M	4.22K	+0.93%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	1.04%	562.7K	5.55M	20.09K	+3.70%
Mar 31, 2024	UBS GROUP AG	0.63%	343.34K	3.39M	4.28K	+1.26%
Mar 31, 2024	CERITY PARTNERS LLC	0.65%	353.84K	3.49M	353.84K	+100.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.79%	429.71K	4.24M	20.39K	+4.98%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.83%	449.78K	4.43M	-6.19K	-1.36%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.87%	472.41K	4.66M	-20.95K	-4.25%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	1.26%	683.16K	6.53M	96.46K	+16.44%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.31%	707.97K	6.98M	-94.09K	-11.73%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.43%	773K	7.62M	2.99K	+0.39%
Mar 31, 2024	FIERA CAPITAL CORP	1.48%	801.69K	7.9M	-234.21K	-22.61%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	4.47%	2.42M	23.9M	145.45K	+6.38%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.07%	37.08K	365K	-5.51K	-12.93%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.07%	37.1K	365.78K	-14.99K	-28.78%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.07%	37.36K	368.37K	0	0
Mar 31, 2024	BOKF, NA	0.07%	40K	390.4K	-60K	-60.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.1%	52.14K	514.13K	876	+1.71%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	52.7K	520K	52.7K	+100.00%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.1%	53.44K	526.88K	20.07K	+60.16%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.1%	54.39K	616.75K	-18.6K	-25.48%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.14%	73.43K	723.97K	-7.04K	-8.75%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	76.95K	758.73K	-52.77K	-40.68%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.15%	81.18K	800.43K	1.8K	+2.27%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	85.04K	838K	16.62K	+24.30%
Mar 31, 2024	CUTLER CAPITAL MANAGEMENT, LLC	0.16%	86.12K	849.12K	0	0
Mar 31, 2024	INVESCO LTD.	0.17%	91K	897.26K	41.34K	+83.25%
Mar 31, 2024	CLARO ADVISORS LLC	0.17%	92.24K	909.47K	-1.77K	-1.88%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.18%	94.97K	936.38K	-1.1K	-1.15%
Mar 31, 2024	NINE MASTS CAPITAL LTD	0.18%	95.29K	939.55K	95.29K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.19%	102K	1.01M	-1.33K	-1.28%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.28%	150.35K	1.48M	-9.64K	-6.02%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.28%	153.53K	1.51M	-938	-0.61%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.31%	165.97K	1.64M	10.02K	+6.43%
Mar 31, 2024	LEO WEALTH, LLC	0.31%	167.24K	1.65M	14.71K	+9.65%
Mar 31, 2024	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.31%	170.38K	1.68M	0	0
Mar 31, 2024	GREATMARK INVESTMENT PARTNERS, INC.	0.34%	184.5K	1.82M	28.75K	+18.46%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.16%	88K	867.68K	0	0
Mar 31, 2024	MELONE PRIVATE WEALTH, LLC	0.34%	186.85K	1.84M	1.76K	+0.95%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.38%	204.44K	2.02M	18.12K	+9.72%
Mar 31, 2024	ROYAL BANK OF CANADA	0.45%	241.58K	2.38M	-1.82K	-0.75%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.45%	246.39K	2.43M	192.6K	+358.06%
Mar 31, 2024	LPL FINANCIAL LLC	0.58%	312.22K	3.08M	18.54K	+6.31%
Mar 31, 2024	KENNEDY INVESTMENT GROUP	0.6%	325.98K	3.21M	-10.12K	-3.01%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.94%	1.59M	15.71M	8.55K	+0.54%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	4.55%	2.47M	24.31M	2.47M	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.03%	17.63K	173.78K	-1K	-5.37%
Mar 31, 2024	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.03%	18.5K	182.41K	-1.93K	-9.42%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	0.03%	18.57K	183.14K	-2.54K	-12.03%
Mar 31, 2024	HIGH NOTE WEALTH, LLC	0.04%	21.69K	213.86K	-232	-1.06%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	22.03K	217.25K	0	0
Mar 31, 2024	SIMON QUICK ADVISORS, LLC	0.05%	25.13K	247.8K	2.67K	+11.87%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.05%	25.63K	252.67K	1	0.00%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.05%	26.67K	262.94K	26.67K	+100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.05%	26.93K	265.5K	20.43K	+314.64%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	68.41K	677K	-1.3K	-1.86%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.06%	33.17K	328K	14.72K	+79.79%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.06%	33.36K	329.97K	9.57K	+40.24%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.08%	42.59K	421K	42.59K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	129.72K	1.28M	-52.76K	-28.91%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.25%	137.9K	1.36M	-4.64K	-3.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.28%	154.46K	1.53M	-111.09K	-41.83%
Dec 31, 2023	GREATMARK INVESTMENT PARTNERS, INC.	0.29%	155.75K	1.54M	15.25K	+10.85%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.29%	155.95K	1.53M	77.92K	+99.87%
Dec 31, 2023	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.31%	170.38K	1.69M	0	0
Dec 31, 2023	MELONE PRIVATE WEALTH, LLC	0.34%	185.09K	1.83M	1.97K	+1.08%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.34%	186.33K	1.84M	-29.06K	-13.49%
Dec 31, 2023	ROYAL BANK OF CANADA	0.45%	243.4K	2.41M	1.87K	+0.77%
Dec 31, 2023	LPL FINANCIAL LLC	0.54%	293.68K	2.9M	133.4K	+83.24%
Dec 31, 2023	KENNEDY INVESTMENT GROUP	0.62%	336.1K	3.32M	-17.46K	-4.94%
Dec 31, 2023	UBS GROUP AG	0.63%	339.07K	3.35M	76.44K	+29.10%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.75%	409.32K	4.05M	50.32K	+14.02%
Dec 31, 2023	AQR ARBITRAGE LLC	0.82%	446.87K	4.42M	47.57K	+11.91%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.84%	455.97K	4.51M	-9.74K	-2.09%
Dec 31, 2023	MORGAN STANLEY	0.84%	456.05K	4.51M	-522.59K	-53.40%
Dec 31, 2023		0.05%	29.51K	291.81K	29.51K	+100.00%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	1%	542.61K	5.37M	112.93K	+26.28%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	5.9%	3.2M	31.64M	738.01K	+29.98%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	1.08%	586.71K	5.77M	135.1K	+29.91%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.42%	770.01K	7.62M	8.3K	+1.09%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.48%	802.06K	7.93M	47.93K	+6.36%
Dec 31, 2023	FIERA CAPITAL CORP	1.91%	1.04M	10.25M	1.04M	+100.00%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.92%	1.58M	15.67M	-74.1K	-4.47%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	4.2%	2.28M	22.54M	-441.53K	-16.23%
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	4.96%	2.69M	26.63M	353.86K	+15.13%
Dec 31, 2023	INVESCO LTD.	0.09%	49.66K	491.12K	49.66K	+100.00%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.1%	53.79K	531.98K	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	52.09K	515.15K	-66	-0.13%
Dec 31, 2023	CUTLER CAPITAL MANAGEMENT, LLC	0.16%	86.12K	851.7K	0	0
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.16%	88K	870.32K	13K	+17.33%
Dec 31, 2023	CLARO ADVISORS LLC	0.17%	94.01K	929.75K	48.17K	+105.08%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.18%	96.07K	950.1K	96.07K	+100.00%
Dec 31, 2023	BOKF, NA	0.18%	100K	989K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.19%	103.33K	1.02M	15.08K	+17.09%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.21%	115.9K	1.15M	75.28K	+185.35%
Dec 31, 2023	BLACKROCK INC.	0.23%	123.88K	1.23M	-26.3K	-17.51%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.05%	29.51K	292K	29.51K	+100.00%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.07%	37.36K	369.49K	0	0
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.09%	51.27K	507.03K	-3.5K	-6.39%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.15%	80.47K	795.8K	388	+0.48%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.13%	72.99K	837.87K	72.99K	+100.00%

Insiders

Among the VGM insiders holding of 0% of the stake in company, DAMMEYER RODNEY F, , holds the largest shares of 35.37K. BYRON THOMAS, , is the second largest VGM insider with ownership of 2.54K shares. CHOATE JERRY D, director, stands third with possession of 2.3K shares of that stake.

Insiders	Designation	Shares Held
DAMMEYER RODNEY F		35.37K
BYRON THOMAS		2.54K
CHOATE JERRY D	director	2.3K
WOOD EDWARD C III	MD of the Advisor	1K
DAMMEYER RODNEY F	director	0
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 02, 2015	DAMMEYER RODNEY F	SALE	13.20	20K	264.06K	35.37K
Oct 30, 2015	DAMMEYER RODNEY F	SALE	13.15	20K	263.08K	55.37K
Oct 29, 2015	DAMMEYER RODNEY F	SALE	13.13	10K	131.27K	75.37K
Sep 23, 2015	DAMMEYER RODNEY F	SALE	12.93	10.5K	135.8K	35.64K
Aug 13, 2015	BYRON THOMAS	SALE	12.89	500	6.45K	2.54K
Apr 15, 2015	DAMMEYER RODNEY F	SALE	13.36	22.06K	294.75K	85.37K
Mar 17, 2015	BYRON THOMAS	PURCHASE	13.16	400	5.26K	2.98K
Jul 17, 2014	DAMMEYER RODNEY F	SALE	12.81	5K	64.04K	107.44K
Jul 10, 2014	DAMMEYER RODNEY F	PURCHASE	12.77	19.49K	248.89K	112.44K
May 15, 2012	BANK OF AMERICA CORP /DE/	PURCHASE	15.28	550	8.4K	0
May 14, 2012	BANK OF AMERICA CORP /DE/	SALE	15.25	550	8.39K	0
May 07, 2012	DAMMEYER RODNEY F	SALE	15.34	26K	398.94K	46.14K
Sep 26, 2011	BANK OF AMERICA CORP /DE/	SALE	14.23	500	7.12K	0
Sep 12, 2011	BANK OF AMERICA CORP /DE/	SALE	14.13	1.73K	24.44K	0
Jun 07, 2011	DAMMEYER RODNEY F	SALE	13.46	26.11K	351.57K	92.95K
Jun 06, 2011	DAMMEYER RODNEY F	SALE	13.48	14.2K	191.4K	119.06K
Jun 03, 2011	DAMMEYER RODNEY F	SALE	13.42	20K	268.48K	133.26K
Apr 15, 2011	BANK OF AMERICA CORP /DE/	SALE	13.01	2.61K	33.96K	0
Mar 09, 2011	CHOATE JERRY D	PURCHASE	12.97	2.3K	29.83K	2.3K
Nov 30, 2010	DAMMEYER RODNEY F	PURCHASE	14.46	3.46K	50.06K	70.68K
Nov 29, 2010	DAMMEYER RODNEY F	PURCHASE	14.25	667	9.5K	67.22K
Nov 24, 2010	DAMMEYER RODNEY F	PURCHASE	14.09	13.46K	189.65K	66.56K
Nov 08, 2010	DAMMEYER RODNEY F	PURCHASE	15.24	10.81K	164.75K	53.09K
Nov 05, 2010	DAMMEYER RODNEY F	PURCHASE	15.16	9.19K	139.32K	42.28K
Oct 21, 2010	DAMMEYER RODNEY F	PURCHASE	14.94	2.5K	37.34K	33.09K
Oct 20, 2010	DAMMEYER RODNEY F	PURCHASE	14.91	13.49K	201.19K	30.59K
Oct 19, 2010	DAMMEYER RODNEY F	PURCHASE	14.87	600	8.92K	17.1K
Oct 08, 2010	DAMMEYER RODNEY F	PURCHASE	15.07	31.2K	470.28K	115.84K
Oct 07, 2010	DAMMEYER RODNEY F	PURCHASE	15.04	9.49K	142.68K	84.64K
Oct 06, 2010	DAMMEYER RODNEY F	PURCHASE	15.04	24.71K	371.51K	75.15K
Oct 05, 2010	DAMMEYER RODNEY F	PURCHASE	15.04	33.94K	510.35K	50.44K
Aug 26, 2010	DAMMEYER RODNEY F	PURCHASE	15.08	16.5K	248.89K	16.5K
Aug 25, 2010	DAMMEYER RODNEY F	PURCHASE	15.09	16.5K	249K	16.5K
May 07, 2010	WOOD EDWARD C III	PURCHASE	14.13	1K	14.13K	1K
Mar 29, 2010	BANK OF AMERICA CORP /DE/	SALE	14.16	200	2.83K	0
Mar 12, 2009	DAMMEYER RODNEY F	SALE	10.35	19.83K	205.26K	0
Jan 21, 2009	DAMMEYER RODNEY F	SALE	10.41	500	5.21K	19.57K
Jan 20, 2009	DAMMEYER RODNEY F	SALE	10.81	400	4.32K	30.99K
Aug 29, 2008	DAMMEYER RODNEY F	SALE	13.73	500	6.87K	43.7K

Frequently Asked Questions