© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
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.
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.
About 33.66% of AGD shares are held by financial institutions. CWM, LLC is the top corporate investor, holding 2.19K shares valued at $29.00K. A 0.01% stake in Abrdn Global Dynamic Dividend Fund is owned by the company. CORECAP ADVISORS, LLC owns 10.61K shares valued at $141.33K, which translates its holding of 0.04% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Sep 30, 2025 | CWM, LLC | 0.01% | 2.19K | 29K | -160 | -6.81% |
| Sep 30, 2025 | CORECAP ADVISORS, LLC | 0.04% | 10.61K | 141.33K | 4.31K | +68.52% |
| Sep 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.05% | 13.03K | 173.51K | -1.93K | -12.90% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.89% | 469.54K | 6.25M | 96.52K | +25.88% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.05% | 12.79K | 170.41K | -68.06K | -84.18% |
| Sep 30, 2025 | SECOND LINE CAPITAL, LLC | 0.05% | 13.03K | 173.51K | -1.93K | -12.90% |
| Sep 30, 2025 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.44% | 109.27K | 1.46M | -140 | -0.13% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.63% | 156.3K | 2.08M | -122.59K | -43.96% |
| Sep 30, 2025 | KOVACK ADVISORS, INC. | 0% | 0 | - | -14.46K | -100.00% |
| Sep 30, 2025 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0% | 0 | - | -12.41K | -100.00% |
| Sep 30, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0% | 0 | - | -59.95K | -100.00% |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0% | 0 | - | -114.27K | -100.00% |
| Sep 30, 2025 | PARK AVENUE SECURITIES LLC | 0% | 0 | - | -66.32K | -100.00% |
| Sep 30, 2025 | UHLMANN PRICE SECURITIES, LLC | 0% | 0 | - | -23.3K | -100.00% |
| Sep 30, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 0 | - | -450 | -100.00% |
| Sep 30, 2025 | CITIGROUP INC | 0% | 6 | 80 | 0 | 0 |
| Sep 30, 2025 | GAMMA INVESTING LLC | 0% | 13 | 173 | 0 | 0 |
| Sep 30, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 125 | 1.67K | 125 | +100.00% |
| Sep 30, 2025 | ATLANTIC UNION BANKSHARES CORP | 0% | 200 | 2.66K | 200 | +100.00% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.71% | 177.49K | 2.36M | -18.66K | -9.51% |
| Sep 30, 2025 | UBS GROUP AG | 0.79% | 196.22K | 2.61M | -8.06K | -3.94% |
| Sep 30, 2025 | COSTELLO ASSET MANAGEMENT, INC | 0% | 593 | 7.9K | 16 | +2.77% |
| Sep 30, 2025 | WEDBUSH SECURITIES INC | 0.04% | 10.85K | 144K | 31 | +0.29% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.06% | 13.97K | 186.05K | 13.97K | +100.00% |
| Sep 30, 2025 | COMERICA BANK | 0.03% | 8.39K | 111.74K | 0 | 0 |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 16.28K | 216.82K | 16.28K | +100.00% |
| Sep 30, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.08% | 19.1K | 254.37K | 500 | +2.69% |
| Sep 30, 2025 | 1776 WEALTH LLC | 0.16% | 40.01K | 532.95K | -13.47K | -25.18% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.3% | 73.77K | 982.65K | 152 | +0.21% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.32% | 79.28K | 1.06M | -83 | -0.10% |
| Sep 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.89% | 221.35K | 2.95M | 25.58K | +13.06% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 0.9% | 223.76K | 2.98M | -13.3K | -5.61% |
| Sep 30, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 2.75% | 683.91K | 9.11M | 1.91K | +0.28% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 2.31% | 573.94K | 7.64M | 29.64K | +5.45% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 300 | 4K | 0 | 0 |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 1.1K | 14.65K | 0 | 0 |
| Sep 30, 2025 | MCF ADVISORS LLC | 0.01% | 1.71K | 22.79K | 0 | 0 |
| Sep 30, 2025 | ARMSTRONG ADVISORY GROUP, INC | 0.01% | 2.97K | 39.53K | 80 | +2.77% |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 0.06% | 15.92K | 212.09K | 1.74K | +12.26% |
| Sep 30, 2025 | US BANCORP \DE\ | 0% | 205 | 2.73K | 0 | 0 |
| Sep 30, 2025 | ENTRUITY WEALTH, LLC | 0.09% | 23.13K | 308.09K | 0 | 0 |
| Sep 30, 2025 | CHOREO, LLC | 0.15% | 38.5K | 512.88K | 0 | 0 |
| Sep 30, 2025 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.3% | 73.54K | 373 | 15.66K | +27.06% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 4.28K | 56.96K | 20 | +0.47% |
| Sep 30, 2025 | IFP ADVISORS, INC | 0% | 400 | 5.33K | 0 | 0 |
| Sep 30, 2025 | KAPSTONE FINANCIAL ADVISORS LLC | 0.08% | 19.75K | 263.07K | 1.7K | +9.42% |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.01% | 2K | 26.64K | 0 | 0 |
| Sep 30, 2025 | HOEY INVESTMENTS, INC | 0% | 835 | 11.12K | 0 | 0 |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.04% | 9.07K | 120.81K | 9.07K | +100.00% |
| Sep 30, 2025 | SPIRE WEALTH MANAGEMENT | 0.04% | 9.82K | 130.84K | 263 | +2.75% |
| Sep 30, 2025 | ONYX BRIDGE WEALTH GROUP LLC | 0.04% | 10.39K | 138.41K | 25 | +0.24% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.04% | 10.6K | 141.19K | -840 | -7.34% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.04% | 10.66K | 148.1K | 10.66K | +100.00% |
| Sep 30, 2025 | INVESCO LTD. | 0.09% | 21.59K | 287.63K | -2.41K | -10.05% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 529 | 7.05K | 0 | 0 |
| Sep 30, 2025 | ADAPT WEALTH ADVISORS, LLC | 0.12% | 29.85K | 397.62K | 29.85K | +100.00% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.12% | 30.18K | 402.05K | 13.95K | +85.97% |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.13% | 31.16K | 415.05K | 161 | +0.52% |
| Sep 30, 2025 | NWF ADVISORY SERVICES INC. | 0.14% | 33.66K | 448.32K | 1K | +3.07% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.28% | 70.77K | 913.36K | 46.71K | +194.14% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.48% | 119.11K | 1.59M | 10.05K | +9.22% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.5% | 124.2K | 1.5M | -3.15K | -2.47% |
| Sep 30, 2025 | MORGAN STANLEY | 0.78% | 193.11K | 2.57M | -230.04K | -54.36% |
| Jun 30, 2025 | PARK AVENUE SECURITIES LLC | 0.27% | 66.32K | 732K | -3.66K | -5.23% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.32% | 79.36K | 876K | 1.89K | +2.44% |
| Jun 30, 2025 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.44% | 109.41K | 1.21M | -200 | -0.18% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.5% | 373.02K | 4.12M | 168.55K | +82.43% |
| Jun 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.79% | 195.77K | 2.16M | 70.29K | +56.02% |
| Jun 30, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 2.74% | 682K | 7.53M | 20.16K | +3.05% |
| Jun 30, 2025 | ONYX BRIDGE WEALTH GROUP LLC | 0.04% | 10.37K | 114.44K | 10.37K | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0.82% | 204.28K | 2.26M | 355 | +0.17% |
| Jun 30, 2025 | NWF ADVISORY SERVICES INC. | 0.13% | 32.66K | 360.53K | 0 | 0 |
| Jun 30, 2025 | CORECAP ADVISORS, LLC | 0.03% | 6.3K | 69.51K | 73 | +1.17% |
| Jun 30, 2025 | SPIRE WEALTH MANAGEMENT | 0.04% | 9.56K | 105.54K | 290 | +3.13% |
| Jun 30, 2025 | WEDBUSH SECURITIES INC | 0.04% | 10.82K | 119K | -685 | -5.96% |
| Jun 30, 2025 | COMERICA BANK | 0.03% | 8.39K | 92.62K | 0 | 0 |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.05% | 11.44K | 126.3K | 0 | 0 |
| Jun 30, 2025 | XTX TOPCO LTD | 0.05% | 12.2K | 134.68K | 12.2K | +100.00% |
| Jun 30, 2025 | INVESCO LTD. | 0.1% | 24.01K | 265.04K | -39 | -0.16% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 1.12% | 278.89K | 3.08M | -115.77K | -29.33% |
| Jun 30, 2025 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.05% | 12.41K | 137.03K | -797 | -6.03% |
| Jun 30, 2025 | NOVAK & POWELL FINANCIAL SERVICES, INC. | 0.05% | 13.03K | 143.85K | 426 | +3.38% |
| Jun 30, 2025 | TRUIST FINANCIAL CORP | 0.06% | 14.18K | 146.66K | 0 | 0 |
| Jun 30, 2025 | KOVACK ADVISORS, INC. | 0.06% | 14.46K | 159.68K | 14.46K | +100.00% |
| Jun 30, 2025 | SECOND LINE CAPITAL, LLC | 0.06% | 14.96K | 165.12K | 62 | +0.42% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.07% | 16.23K | 179.19K | 678 | +4.36% |
| Jun 30, 2025 | KAPSTONE FINANCIAL ADVISORS LLC | 0.07% | 18.05K | 199.27K | 4.9K | +37.26% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.33% | 80.85K | 892.6K | -3.76K | -4.44% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.51% | 127.35K | 1.41M | 12.42K | +10.80% |
| Jun 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.46% | 114.27K | 1.26M | -106.77K | -48.30% |
| Jun 30, 2025 | ENTRUITY WEALTH, LLC | 0.09% | 23.13K | 255.36K | 0 | 0 |
| Jun 30, 2025 | ARMSTRONG ADVISORY GROUP, INC | 0.01% | 2.89K | 31.89K | 176 | +6.49% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 4.26K | 46.99K | 466 | +12.30% |
| Jun 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.06% | 14.96K | 165.12K | 62 | +0.42% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.79% | 196.15K | 2.17M | 18.9K | +10.66% |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 0.95% | 237.06K | 2.62M | -123.51K | -34.25% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 1.1K | 12.14K | 0 | 0 |
| Jun 30, 2025 | MCF ADVISORS LLC | 0.01% | 1.71K | 18.89K | 0 | 0 |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.01% | 2K | 22.08K | 2K | +100.00% |
| Jun 30, 2025 | CWM, LLC | 0.01% | 2.35K | 26K | 0 | 0 |
| Jun 30, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.07% | 18.6K | 205.31K | 0 | 0 |
| Jun 30, 2025 | 0.09% | 23.13K | 255.36K | 0 | 0 | |
| Jun 30, 2025 | UHLMANN PRICE SECURITIES, LLC | 0.09% | 23.3K | 257.24K | 703 | +3.11% |
| Jun 30, 2025 | OPPENHEIMER & CO INC | 0.12% | 31K | 342.23K | 856 | +2.84% |
| Jun 30, 2025 | QUARRY LP | 0.14% | 34.35K | 379.24K | -40.95K | -54.38% |
| Jun 30, 2025 | CHOREO, LLC | 0.15% | 38.5K | 425.09K | -2.75K | -6.67% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.19% | 48.3K | 533.27K | -3.9K | -7.48% |
| Jun 30, 2025 | 1776 WEALTH LLC | 0.22% | 53.48K | 590.4K | -927 | -1.70% |
| Jun 30, 2025 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.23% | 57.88K | 662.67K | 57.88K | +100.00% |
| Jun 30, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.24% | 59.95K | 661.8K | -71.45K | -54.38% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.3% | 73.62K | 812.76K | 169 | +0.23% |
| Jun 30, 2025 | MORGAN STANLEY | 1.7% | 423.15K | 4.67M | -49.9K | -10.55% |
| Jun 30, 2025 | WNY ASSET MANAGEMENT, LLC | 0% | 0 | - | -10.09K | -100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.44% | 109.05K | 1.2M | 5.82K | +5.63% |
| Jun 30, 2025 | SKYOAK WEALTH, LLC | 0% | 0 | - | -10K | -100.00% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0% | 0 | - | -38.5K | -100.00% |
| Jun 30, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0% | 0 | - | -1.49K | -100.00% |
| Jun 30, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0% | 0 | - | -648 | -100.00% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0% | 0 | - | -15.59K | -100.00% |
| Jun 30, 2025 | CSS LLC/IL | 0% | 0 | - | -10.33K | -100.00% |
| Jun 30, 2025 | KARPUS MANAGEMENT, INC. | 0% | 0 | - | -64.03K | -100.00% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 0% | 0 | - | -92.4K | -100.00% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 0 | - | -1.25K | -100.00% |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0% | 13 | 144 | 13 | +100.00% |
| Jun 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 300 | 3.31M | 300 | +100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 2.19% | 544.3K | 6.01M | 85.45K | +18.62% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.1% | 24.06K | 268.38K | -11.75K | -32.81% |
| Jun 30, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 450 | 4.97K | 0 | 0 |
| Jun 30, 2025 | COSTELLO ASSET MANAGEMENT, INC | 0% | 577 | 6.37K | 17 | +3.04% |
| Jun 30, 2025 | HOEY INVESTMENTS, INC | 0% | 835 | 9.22K | 0 | 0 |
| Mar 31, 2025 | CERITY PARTNERS LLC | 0.3% | 73.45K | 731.57K | 229 | +0.31% |
| Mar 31, 2025 | INVESCO LTD. | 0.1% | 24.05K | 239.5K | -232 | -0.96% |
| Mar 31, 2025 | 0.07% | 18.07K | 179.98K | -2.62K | -12.66% | |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.06% | 15.59K | 155K | 15.59K | +100.00% |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.01% | 2.9K | 28.88K | 0 | 0 |
| Mar 31, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 2.66% | 661.85K | 6.59M | 661.85K | +100.00% |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.15% | 38.5K | 383.43K | -24.52K | -38.91% |
| Mar 31, 2025 | CORECAP ADVISORS, LLC | 0.03% | 6.22K | 61.98K | 1.17K | +23.18% |
| Mar 31, 2025 | UHLMANN PRICE SECURITIES, LLC | 0.09% | 22.6K | 225.07K | 963 | +4.45% |
| Mar 31, 2025 | PARK AVENUE SECURITIES LLC | 0.28% | 69.99K | 697K | -862 | -1.22% |
| Mar 31, 2025 | KARPUS MANAGEMENT, INC. | 0.26% | 64.03K | 637.73K | -297.98K | -82.31% |
| Mar 31, 2025 | 1776 WEALTH LLC | 0.22% | 54.41K | 541.87K | -2.36K | -4.16% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.21% | 52.21K | 519.97K | -2.29K | -4.19% |
| Mar 31, 2025 | CHOREO, LLC | 0.17% | 41.26K | 410.91K | -10.39K | -20.12% |
| Mar 31, 2025 | OPPENHEIMER & CO INC | 0.12% | 30.14K | 300.22K | 30.14K | +100.00% |
| Mar 31, 2025 | MORGAN STANLEY | 1.9% | 473.04K | 4.71M | -34.45K | -6.79% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.85% | 458.85K | 4.57M | 32.16K | +7.54% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 1.59% | 394.66K | 3.93M | 28.1K | +7.67% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 1.45% | 360.57K | 3.59M | -2.89K | -0.79% |
| Mar 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.89% | 221.04K | 2.2M | -150.33K | -40.48% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.82% | 204.47K | 2.04M | 70.79K | +52.95% |
| Mar 31, 2025 | UBS GROUP AG | 0.82% | 203.93K | 2.03M | -51.27K | -20.09% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.71% | 177.25K | 1.77M | 9.15K | +5.44% |
| Mar 31, 2025 | SECOND LINE CAPITAL, LLC | 0.06% | 14.89K | 148.34K | 85 | +0.57% |
| Mar 31, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.53% | 131.4K | 1.31M | 1.8K | +1.39% |
| Mar 31, 2025 | KAPSTONE FINANCIAL ADVISORS LLC | 0.05% | 13.15K | 130.97K | 0 | 0 |
| Mar 31, 2025 | NOVAK & POWELL FINANCIAL SERVICES, INC. | 0.05% | 12.6K | 125.54K | 536 | +4.44% |
| Mar 31, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.5% | 125.48K | 1.25M | -22.43K | -15.16% |
| Mar 31, 2025 | TRUIST FINANCIAL CORP | 0.06% | 14.18K | 136.88K | 14.18K | +100.00% |
| Mar 31, 2025 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.05% | 13.21K | 131.56K | -589 | -4.27% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.46% | 114.93K | 1.14M | 22.22K | +23.97% |
| Mar 31, 2025 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.44% | 109.61K | 1.09M | -200 | -0.18% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.42% | 103.24K | 1.03M | -2.86K | -2.69% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 0.37% | 92.4K | 920K | -141.17K | -60.44% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.34% | 84.61K | 842.69K | 622 | +0.74% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.31% | 77.47K | 772K | 8.94K | +13.04% |
| Mar 31, 2025 | QUARRY LP | 0.3% | 75.3K | 749.99K | 0 | 0 |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.14% | 35.81K | 356.66K | -2.07K | -5.47% |
| Mar 31, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.07% | 18.6K | 185.23K | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 15.55K | 154.91K | 2.83K | +22.20% |
| Mar 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.06% | 14.89K | 148.34K | 85 | +0.57% |
| Mar 31, 2025 | WEDBUSH SECURITIES INC | 0.05% | 11.5K | 115K | 0 | 0 |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.05% | 11.44K | 113.94K | 0 | 0 |
| Mar 31, 2025 | CSS LLC/IL | 0.04% | 10.33K | 102.85K | -8.1K | -43.97% |
| Mar 31, 2025 | WNY ASSET MANAGEMENT, LLC | 0.04% | 10.09K | 100.45K | 0 | 0 |
| Mar 31, 2025 | SKYOAK WEALTH, LLC | 0.04% | 10K | 99.6K | 0 | 0 |
| Mar 31, 2025 | SPIRE WEALTH MANAGEMENT | 0.04% | 9.27K | 92.33K | -362 | -3.76% |
| Mar 31, 2025 | COMERICA BANK | 0.03% | 8.39K | 83.55K | -26 | -0.31% |
| Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 3.79K | 37.75K | 29 | +0.77% |
| Mar 31, 2025 | ARMSTRONG ADVISORY GROUP, INC | 0.01% | 2.71K | 26.58K | 0 | 0 |
| Mar 31, 2024 | CWM, LLC | 0.01% | 2.78K | 27K | 477 | +20.76% |
| Mar 31, 2024 | APTUS CAPITAL ADVISORS, LLC | 0.09% | 21.27K | 206.56K | 3.25K | +18.00% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.09% | 22.16K | 218K | -13.85K | -38.46% |
| Mar 31, 2024 | INVESCO LTD. | 0.09% | 22.71K | 220.49K | 9.94K | +77.79% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.1% | 24.52K | 238.13K | 0 | 0 |
| Mar 31, 2024 | WEDBUSH SECURITIES INC | 0.1% | 25.61K | 249K | -3.29K | -11.37% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.11% | 27.76K | 269.52K | 0 | 0 |
| Mar 31, 2024 | 1776 WEALTH LLC | 0.26% | 64.24K | 623.73K | 0 | 0 |
| Mar 31, 2024 | MORGAN STANLEY | 1.64% | 408.14K | 3.96M | 53.99K | +15.25% |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 2.55% | 632.92K | 6.15M | 415 | +0.07% |
| Mar 31, 2024 | SABA CAPITAL MANAGEMENT, L.P. | 2.76% | 687.04K | 6.67M | 98.53K | +16.74% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 3.71% | 921.79K | 8.95M | 88.4K | +10.61% |
| Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 3.72K | 36.07K | 2.02K | +119.17% |
| Mar 31, 2024 | COMERICA BANK | 0.03% | 8.47K | 82.27K | 56 | +0.67% |
| Mar 31, 2024 | SKYOAK WEALTH, LLC | 0.04% | 10K | 97.1K | 0 | 0 |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.04% | 10.27K | 100K | 100 | +0.98% |
| Mar 31, 2024 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.04% | 10.32K | 100.16K | 0 | 0 |
| Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.05% | 11.67K | 113.31K | -254 | -2.13% |
| Mar 31, 2024 | CORNERSTONE ADVISORS, LLC | 0.05% | 13.53K | 131.39K | -48.4K | -78.15% |
| Mar 31, 2024 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.06% | 13.75K | 133.56K | -84 | -0.61% |
| Mar 31, 2024 | RELATIVE VALUE PARTNERS GROUP, LLC | 0.06% | 15.09K | 139.01K | 106 | +0.71% |
| Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0.06% | 15.15K | 147.06K | -1.14K | -7.01% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.06% | 15.66K | 152.06K | 3.57K | +29.50% |
| Mar 31, 2024 | SECOND LINE CAPITAL, LLC | 0.07% | 16.91K | 164.15K | -1.12K | -6.23% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.21% | 51.5K | 500.1K | 4.56K | +9.72% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.21% | 52.32K | 507.98K | -14.18K | -21.32% |
| Mar 31, 2024 | CHOREO, LLC | 0.23% | 58.16K | 564.7K | -18.45K | -24.08% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.26% | 65.79K | 639K | 65.79K | +100.00% |
| Mar 31, 2024 | PARK AVENUE SECURITIES LLC | 0.29% | 71.1K | 690K | 241 | +0.34% |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0.29% | 72.87K | 707.54K | 130 | +0.18% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.32% | 79.21K | 769.11K | 24.73K | +45.40% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.34% | 84.45K | 820K | -2.76K | -3.16% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.34% | 85.61K | 831.27K | -28.73K | -25.12% |
| Mar 31, 2024 | LOGAN STONE CAPITAL, LLC | 0.4% | 99K | 961.29K | 27.13K | +37.74% |
| Mar 31, 2024 | WOLVERINE ASSET MANAGEMENT LLC | 0.41% | 103.06K | 1M | 17.46K | +20.40% |
| Mar 31, 2024 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.45% | 112.09K | 1.09M | -1.28K | -1.13% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.47% | 117.58K | 1.14M | -8.28K | -6.58% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.59% | 147.16K | 1.43M | -5.14K | -3.37% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.77% | 191.49K | 1.86M | -56.88K | -22.90% |
| Mar 31, 2024 | SHAKER FINANCIAL SERVICES, LLC | 0.78% | 193.98K | 1.88M | 2.55K | +1.33% |
| Mar 31, 2024 | AQR ARBITRAGE LLC | 0.89% | 220.62K | 2.14M | 28.9K | +15.07% |
| Mar 31, 2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1% | 248.36K | 2.41M | 702 | +0.28% |
| Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 1.06% | 262.77K | 2.55M | 34.16K | +14.94% |
| Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 1.13% | 281.95K | 2.74M | 23.64K | +9.15% |
| Mar 31, 2024 | GODSEY & GIBB, INC | 0.01% | 2.85K | 27.68K | -1.6K | -35.98% |
| Mar 31, 2024 | WNY ASSET MANAGEMENT, LLC | 0.04% | 10.09K | 97.93K | 0 | 0 |
| Mar 31, 2024 | CSS LLC/IL | 0.13% | 31.9K | 309.72K | 439 | +1.40% |
| Mar 31, 2024 | QUANTEDGE CAPITAL PTE LTD | 0.19% | 46.6K | 452.49K | 11.1K | +31.27% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.2% | 50.76K | 492.86K | -12.28K | -19.48% |
| Mar 31, 2024 | UBS GROUP AG | 0.92% | 227.88K | 2.21M | 2.09K | +0.92% |
| Mar 31, 2024 | ADVISORS ASSET MANAGEMENT, INC. | 2.76% | 685.09K | 6.65M | -130.3K | -15.98% |
| Mar 31, 2024 | CORNERSTONE PLANNING GROUP LLC | 0% | 1 | 10 | 1 | +100.00% |
| Mar 31, 2024 | CITIGROUP INC | 0% | 6 | 58 | 0 | 0 |
| Mar 31, 2024 | GENEOS WEALTH MANAGEMENT INC. | 0% | 160 | 1.55K | -801 | -83.35% |
| Mar 31, 2024 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 300 | 2.91K | 0 | 0 |
| Mar 31, 2024 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 450 | 4.37K | 450 | +100.00% |
| Mar 31, 2024 | HOEY INVESTMENTS, INC | 0% | 835 | 8.11K | 0 | 0 |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0% | 962 | 9.34K | 0 | 0 |
| Mar 31, 2024 | THOMAS J. HERZFELD ADVISORS, INC. | 0.01% | 1.36K | 13.16K | 9 | +0.67% |
| Mar 31, 2024 | ANFIELD CAPITAL MANAGEMENT, LLC | 0.01% | 1.41K | 13.65K | 27 | +1.96% |
| Mar 31, 2024 | MCF ADVISORS LLC | 0.01% | 1.71K | 16.61K | 0 | 0 |
| Mar 31, 2024 | ORG PARTNERS LLC | 0.01% | 2K | 19.2K | 2K | +100.00% |
| Mar 31, 2024 | ARMSTRONG ADVISORY GROUP, INC | 0.01% | 2.71K | 25.33K | 0 | 0 |
| Dec 31, 2023 | SHAKER FINANCIAL SERVICES, LLC | 1.55% | 191.44K | 1.8M | -2.66K | -1.37% |
| Dec 31, 2023 | WNY ASSET MANAGEMENT, LLC | 0.08% | 10.09K | 94.19K | 0 | 0 |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.08% | 10.17K | 95K | 10.17K | +100.00% |
| Dec 31, 2023 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.08% | 10.32K | 96.34K | 0 | 0 |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 10.56K | 99K | 0 | 0 |
| Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.1% | 11.92K | 111.36K | -85 | -0.71% |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.1% | 12.09K | 112.94K | -2.32K | -16.07% |
| Dec 31, 2023 | INVESCO LTD. | 0.1% | 12.77K | 119.29K | 12.77K | +100.00% |
| Dec 31, 2023 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.11% | 13.84K | 129.25K | -288 | -2.04% |
| Dec 31, 2023 | RELATIVE VALUE PARTNERS GROUP, LLC | 0.12% | 14.99K | 139.98K | 112 | +0.75% |
| Dec 31, 2023 | SPIRE WEALTH MANAGEMENT | 0.13% | 16.29K | 150.66K | -631 | -3.73% |
| Dec 31, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.14% | 16.76K | 156.54K | 0 | 0 |
| Dec 31, 2023 | APTUS CAPITAL ADVISORS, LLC | 0.15% | 18.03K | 168.38K | -3.69K | -17.01% |
| Dec 31, 2023 | 0.09% | 10.99K | 102.67K | 10.99K | +100.00% | |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.2% | 24.52K | 229.05K | 0 | 0 |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.22% | 27.76K | 259.25K | -5K | -15.26% |
| Dec 31, 2023 | WEDBUSH SECURITIES INC | 0.23% | 28.9K | 270K | 1.92K | +7.13% |
| Dec 31, 2023 | CSS LLC/IL | 0.25% | 31.46K | 293.82K | 61 | +0.19% |
| Dec 31, 2023 | QUANTEDGE CAPITAL PTE LTD | 0.29% | 35.5K | 331.57K | 13.9K | +64.35% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.29% | 36.02K | 336.39K | 17.45K | +93.99% |
| Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.36% | 44.12K | 4.72M | 44.12K | +100.00% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.38% | 46.94K | 438.44K | 28.23K | +150.84% |
| Dec 31, 2023 | BULLDOG INVESTORS, LLP | 0.4% | 49.87K | 465.82K | 0 | 0 |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.44% | 54.48K | 508.8K | -4.57K | -7.73% |
| Dec 31, 2023 | CORNERSTONE ADVISORS, LLC | 0.5% | 61.93K | 578.41K | 21.71K | +53.99% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.51% | 63.04K | 588.77K | 4.99K | +8.60% |
| Dec 31, 2023 | 1776 WEALTH LLC | 0.52% | 64.24K | 599.96K | 64.24K | +100.00% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.54% | 66.49K | 613.86K | 4.53K | +7.31% |
| Dec 31, 2023 | PARK AVENUE SECURITIES LLC | 0.57% | 70.86K | 662K | -4.17K | -5.55% |
| Dec 31, 2023 | LOGAN STONE CAPITAL, LLC | 0.58% | 71.87K | 671.3K | 4.1K | +6.05% |
| Dec 31, 2023 | CERITY PARTNERS LLC | 0.59% | 72.74K | 679.36K | 70 | +0.10% |
| Dec 31, 2023 | CHOREO, LLC | 0.62% | 76.61K | 720.48K | 76.61K | +100.00% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.69% | 85.59K | 799.42K | 3.79K | +4.64% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.7% | 87.21K | 815K | 3.4K | +4.06% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.92% | 114.34K | 1.07M | -6.44K | -5.34% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 1.02% | 125.85K | 1.18M | -91.7K | -42.15% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.23% | 152.3K | 1.42M | -1.07K | -0.70% |
| Dec 31, 2023 | AQR ARBITRAGE LLC | 1.55% | 191.73K | 1.79M | 79.76K | +71.24% |
| Dec 31, 2023 | UBS GROUP AG | 1.82% | 225.79K | 2.11M | 3.91K | +1.76% |
| Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 1.85% | 228.61K | 2.14M | 114.11K | +99.66% |
| Dec 31, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 2% | 247.66K | 2.31M | 32.13K | +14.91% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 2.01% | 248.37K | 2.32M | -127.69K | -33.95% |
| Dec 31, 2023 | MORGAN STANLEY | 2.86% | 354.15K | 3.31M | -118.53K | -25.08% |
| Dec 31, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 4.76% | 588.51K | 5.5M | 215.73K | +57.87% |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 5.11% | 632.51K | 5.91M | 27.13K | +4.48% |
| Dec 31, 2023 | ADVISORS ASSET MANAGEMENT, INC. | 6.59% | 815.38K | 7.62M | -118.63K | -12.70% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 6.74% | 833.39K | 7.78M | 91.48K | +12.33% |
| Sep 30, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.14% | 16.76K | - | 0 | 0 |
| Sep 30, 2023 | MCF ADVISORS LLC | 0.01% | 1.71K | - | 0 | 0 |
| Sep 30, 2023 | ORG PARTNERS LLC | 0.02% | 2K | - | 0 | 0 |
| Sep 30, 2023 | ARMSTRONG ADVISORY GROUP, INC | 0.02% | 2.71K | - | 0 | 0 |
| Sep 30, 2023 | COMERICA BANK | 0.07% | 8.36K | - | 8.36K | +100.00% |
| Sep 30, 2023 | MORGAN STANLEY | 3.82% | 472.68K | - | -1.73K | -0.37% |
| Sep 30, 2023 | LPL FINANCIAL LLC | 3.04% | 376.05K | - | -11.54K | -2.98% |
| Sep 30, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 3.01% | 372.78K | - | 132.69K | +55.26% |
| Sep 30, 2023 | UBS GROUP AG | 1.79% | 221.88K | - | 7.86K | +3.67% |
| Sep 30, 2023 | ADVISOR GROUP HOLDINGS, INC. | 1.76% | 217.56K | - | 80.43K | +58.65% |
| Sep 30, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.74% | 215.53K | - | 46.17K | +27.26% |
| Sep 30, 2023 | SHAKER FINANCIAL SERVICES, LLC | 1.57% | 194.09K | - | 25.05K | +14.82% |
| Sep 30, 2023 | WELLS FARGO & COMPANY/MN | 1.24% | 153.37K | - | -6.45K | -4.04% |
| Sep 30, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.98% | 120.78K | - | -9.53K | -7.32% |
| Sep 30, 2023 | GUGGENHEIM CAPITAL LLC | 0.93% | 114.5K | - | 55.99K | +95.71% |
| Sep 30, 2023 | AQR ARBITRAGE LLC | 0.9% | 111.97K | - | 49.56K | +79.43% |
| Sep 30, 2023 | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 0.71% | 87.55K | - | -3.24K | -3.57% |
| Sep 30, 2023 | ROYAL BANK OF CANADA | 0.68% | 83.81K | - | 8.59K | +11.42% |
| Sep 30, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.66% | 81.8K | - | 81.54K | +31,604.65% |
| Sep 30, 2023 | PARK AVENUE SECURITIES LLC | 0.61% | 75.03K | - | -1.93K | -2.51% |
| Sep 30, 2023 | CERITY PARTNERS LLC | 0.59% | 72.67K | - | 72.67K | +100.00% |
| Sep 30, 2023 | LOGAN STONE CAPITAL, LLC | 0.55% | 67.78K | - | -9.8K | -12.63% |
| Sep 30, 2023 | NEWEDGE ADVISORS, LLC | 0.5% | 61.96K | - | -21.61K | -25.85% |
| Sep 30, 2023 | RAYMOND JAMES & ASSOCIATES | 0.48% | 59.04K | - | -97.44K | -62.27% |
| Sep 30, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.47% | 58.05K | - | 3.21K | +5.85% |
| Sep 30, 2023 | SKYOAK WEALTH, LLC | 0.08% | 10K | - | 0 | 0 |
| Sep 30, 2023 | ADVISOR PARTNERS II, LLC | 0.47% | 57.68K | - | 57.68K | +100.00% |
| Sep 30, 2023 | BULLDOG INVESTORS, LLP | 0.4% | 49.87K | - | 0 | 0 |
| Sep 30, 2023 | CORNERSTONE ADVISORS, LLC | 0.33% | 40.22K | - | -19.14K | -32.24% |
| Sep 30, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.26% | 32.76K | - | -3K | -8.38% |
| Sep 30, 2023 | CSS LLC/IL | 0.25% | 31.4K | - | -80 | -0.25% |
| Sep 30, 2023 | WEDBUSH SECURITIES INC | 0.22% | 26.97K | - | -1.25K | -4.44% |
| Sep 30, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.2% | 24.52K | - | 4.5K | +22.47% |
| Sep 30, 2023 | APTUS CAPITAL ADVISORS, LLC | 0.18% | 21.72K | - | 21.72K | +100.00% |
| Sep 30, 2023 | QUANTEDGE CAPITAL PTE LTD | 0.17% | 21.6K | - | 2.3K | +11.92% |
| Sep 30, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.15% | 18.71K | - | -5.12K | -21.48% |
| Sep 30, 2023 | AMERIPRISE FINANCIAL INC | 0.15% | 18.57K | - | 7.04K | +61.07% |
| Sep 30, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.08% | 10.18K | - | -3.36K | -24.82% |
| Sep 30, 2023 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.08% | 10.32K | - | -1.34K | -11.48% |
| Sep 30, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 10.56K | - | -3.62K | -25.54% |
| Sep 30, 2023 | SPIRE WEALTH MANAGEMENT | 0.14% | 16.92K | - | -1.43K | -7.78% |
| Sep 30, 2023 | KARPUS MANAGEMENT, INC. | 4.89% | 605.38K | - | 137.85K | +29.48% |
| Sep 30, 2023 | STIFEL FINANCIAL CORP | 0.09% | 10.92K | - | 0 | 0 |
| Sep 30, 2023 | CETERA ADVISOR NETWORKS LLC | 0.09% | 11.51K | - | -65 | -0.56% |
| Sep 30, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.1% | 12.01K | - | 271 | +2.31% |
| Sep 30, 2023 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.1% | 12.87K | - | 56 | +0.44% |
| Sep 30, 2023 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.11% | 14.13K | - | -501 | -3.43% |
| Sep 30, 2023 | CETERA INVESTMENT ADVISERS | 0.12% | 14.41K | - | -2.17K | -13.08% |
| Sep 30, 2023 | RELATIVE VALUE PARTNERS GROUP, LLC | 0.12% | 14.88K | - | 156 | +1.06% |
| Sep 30, 2023 | CETERA ADVISORS LLC | 0.12% | 14.9K | - | -5.42K | -26.66% |
Among the AGD insiders holding of 0% of the stake in company, EVANS JILL K., , holds the largest shares of 15.4K. GILBERT MARTIN JAMES, director, is the second largest AGD insider with ownership of 9.5K shares. ASHKIN LAURENCE B, director, stands third with possession of 5K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| EVANS JILL K. | 15.4K | |
| GILBERT MARTIN JAMES | director | 9.5K |
| ASHKIN LAURENCE B | director | 5K |
| DUITZ JOSHUA | 3.2K | |
| SHACKNOFSKY KEVIN | 1.6K | |
| REIT TODD | director | 1.1K |
| SIEVWRIGHT JOHN P. | director | 1K |
| MAASBACH NANCY YAO | director | 1K |
| LEIBLER H GUY | director | 1K |
| LIEBER SAMUEL A | President | 1K |
| LIEBER STEPHEN A | Executive Vice President | 1K |
| BIRD STEPHEN | director | 1K |
| MALONE PETER GERALD | director | 1K |
| HENNESSEY BRIAN | 102 | |
| WACKSMAN JEFFREY E | 0 | |
| FLAMM SHELDON R | Treas. & Chief Compliance Off. | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jan 07, 2025 | REIT TODD | PURCHASE | 9.96 | 100 | 996 | 1.1K |
| Jul 11, 2023 | REIT TODD | PURCHASE | 9.42 | 1K | 9.42K | 1K |
| Oct 18, 2021 | BIRD STEPHEN | PURCHASE | 12.01 | 1K | 12.01K | 1K |
| Mar 02, 2020 | MAASBACH NANCY YAO | PURCHASE | 9.13 | 500 | 4.57K | 1K |
| Jun 25, 2019 | GILBERT MARTIN JAMES | PURCHASE | 9.49 | 1K | 9.49K | 9.5K |
| Nov 29, 2018 | MALONE PETER GERALD | PURCHASE | 9.32 | 1K | 9.32K | 1K |
| Nov 07, 2018 | SIEVWRIGHT JOHN P. | PURCHASE | 9.55 | 1K | 9.55K | 1K |
| Oct 22, 2018 | MAASBACH NANCY YAO | PURCHASE | 9.68 | 500 | 4.84K | 500 |
| Feb 05, 2013 | DUITZ JOSHUA | PURCHASE | 4.83 | 3.2K | 15.45K | 3.2K |
| Jan 24, 2013 | HENNESSEY BRIAN | PURCHASE | 4.88 | 102 | 497.76 | 102 |
| Dec 20, 2011 | WACKSMAN JEFFREY E | SALE | 5.21 | 60 | 312.6 | 0 |
| Oct 29, 2010 | EVANS JILL K. | PURCHASE | 6.88 | 4.3K | 29.57K | 15.4K |
| Oct 18, 2010 | EVANS JILL K. | PURCHASE | 6.93 | 4.3K | 29.78K | 11.1K |
| Oct 06, 2010 | EVANS JILL K. | PURCHASE | 6.65 | 6.3K | 41.9K | 6.8K |
| Aug 08, 2007 | SHACKNOFSKY KEVIN | PURCHASE | 22.51 | 100 | 2.25K | 1.6K |
| Jan 26, 2007 | LEIBLER H GUY | PURCHASE | 22.20 | 1K | 22.2K | 1K |
| Dec 16, 2006 | FLAMM SHELDON R | SALE | 6.82 | 250 | 1.71K | 0 |
| Jul 26, 2006 | ASHKIN LAURENCE B | PURCHASE | 20.00 | 5K | 100K | 5K |
| Jul 26, 2006 | SHACKNOFSKY KEVIN | PURCHASE | 20.00 | 250 | 5K | 250 |
| Jul 26, 2006 | WACKSMAN JEFFREY E | PURCHASE | 20.00 | 2.5K | 50K | 2.5K |
| Jul 26, 2006 | EVANS JILL K. | PURCHASE | 20.08 | 750 | 15.06K | 750 |
| Jul 26, 2006 | LIEBER STEPHEN A | PURCHASE | 20.00 | 1K | 20K | 1K |
| Jul 26, 2006 | LIEBER SAMUEL A | PURCHASE | 20.00 | 1K | 20K | 1K |