How many institutions own AOD 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 AOD shares is 173, representing 28.09% of the company's common stock.

Who are the major shareholders selling Abrdn Total Dynamic Dividend Fund stock?

SEACREST WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in AOD by -1.53% restricting it's holding to 59.85 thousand shares of worth nearly $551.22K. MERIT FINANCIAL GROUP, LLC also lessened -8.57% of the AOD shares from its portfolio, reducing its holding to 74.26 thousand shares of worth $683.89K. CHOREO, LLC also shunned AOD shares holding by -8.19% last quarter which brought its holding to 87 thousand shares worth $801.29K.

Investors who are buying AOD stock?

As per its latest 13F filing, DIVERSIFY WEALTH MANAGEMENT, LLC increased its stake in AOD by 100% in the last quarter. The institutional holder raised its holding to 77.91 thousand shares having worth more than $784.56K. LIDO ADVISORS, LLC also added 12% more shares of AOD to its portfolio, raising its holding to 73.24 thousand shares of worth $674.54K. NWF ADVISORY SERVICES INC. also increased its AOD shares holding by 7.28% which brought its holding to 100.2 thousand shares worth $922.84K.

AOD's major insiders: who are they?

The insider with the most stakes in AOD is Lieber Stephen A , Executive Vice President at the company. Additionally, AOD stock is highly held by director JACOBSON JAMES A and President Lieber Samuel A among others.

Did an insider recently sell AOD stock?

Company executives, directors, and other insiders own 0% percent of Abrdn Total Dynamic Dividend Fund's stock. Within the last six months, there have been 0 transaction(s) in which AOD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WACKSMAN JEFFREY E and FLAMM SHELDON R.

Which insider recently purchased AOD stock?

There have been 0 transaction(s) during the past 6-months in which Abrdn Total Dynamic Dividend Fund insiders have bought stock, totalling 0 shares

How much of AOD does insiders own?

Around 0 Abrdn Total Dynamic Dividend Fund shares are held by insiders, which represents about 0% of AOD stock.

Who is the insider with the largest stake?

AOD Executive Vice President, Lieber Stephen A holds the largest portfolio of the company's shares. AOD shares owned by Lieber total nearly 219.49 thousand.

Which institution holds the most shares in AOD?

SEACREST WEALTH MANAGEMENT, LLC is the largest institutional owner in AOD which holds 59.85 thousand shares worth $551.22K or 0.06% of the total AOD shares outstanding followed by MERIT FINANCIAL GROUP, LLC with ownership of 74.26 thousand shares representing 0.07% of the AOD ownership. DIVERSIFY WEALTH MANAGEMENT, LLC is the third largest stakeholder with 77.91 thousand shares or 0.07% of the ownership worth more than $784.56K.

Is Abrdn Total Dynamic Dividend Fund stock optionable?

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

Is there a short position on AOD's shares?

Number of AOD 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 AOD shares are there?

As of today, null shares of AOD are outstanding.

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

AOD 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 AOD is null.

Abrdn Total Dynamic Dividend Fund (AOD) 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

28.09% Percentage of Shares held by All Institutions

28.09% Percentage of Float held by Institutions

173

Number of Institutions Holding Shares

Institutional Ownership

About 28.09% of AOD shares are held by financial institutions. SEACREST WEALTH MANAGEMENT, LLC is the top corporate investor, holding 59.85K shares valued at $551.22K. A 0.06% stake in Abrdn Total Dynamic Dividend Fund is owned by the company. MERIT FINANCIAL GROUP, LLC owns 74.26K shares valued at $683.89K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.06%	59.85K	551.22K	-927	-1.53%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.07%	74.26K	683.89K	-6.96K	-8.57%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.07%	77.91K	784.56K	77.91K	+100.00%
Mar 31, 2026	CHOREO, LLC	0.08%	87K	801.29K	-7.76K	-8.19%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.09%	90.95K	837.66K	-6.29K	-6.47%
Mar 31, 2026	LIDO ADVISORS, LLC	0.07%	73.24K	674.54K	7.85K	+12.00%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.09%	91.43K	842.08K	0	0
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.1%	100.2K	922.84K	6.8K	+7.28%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.1%	100.5K	925.61K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.1%	100.67K	927.15K	36.22K	+56.20%
Mar 31, 2026	STOLPER CO	0.1%	100.97K	930K	1.38K	+1.39%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.1%	102.98K	948.43K	1.53K	+1.51%
Mar 31, 2026	LIVE OAK PRIVATE WEALTH LLC	0.1%	103.3K	951.35K	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	104.98K	966.86K	4.78K	+4.77%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	105K	967K	0	0
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.1%	107.95K	994.22K	7.54K	+7.51%
Mar 31, 2026	AVIANCE CAPITAL PARTNERS, LLC	0.12%	130.75K	1.2M	378	+0.29%
Mar 31, 2026	MARINER, LLC	0.17%	174.46K	1.59M	-5.45K	-3.03%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	190.4K	1.75M	-1.57K	-0.82%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	193.67K	1.78M	-17.18K	-8.15%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.18%	194.82K	1.79M	19.81K	+11.32%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.19%	203.71K	1.88M	10.77K	+5.58%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.21%	224.46K	2.09M	-115.92K	-34.06%
Mar 31, 2026	UBS GROUP AG	0.21%	225.53K	2.08M	-4.92K	-2.13%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.25%	259.93K	2.39M	849	+0.33%
Mar 31, 2026	DCF ADVISERS, LLC	0.25%	266K	2.45M	0	0
Mar 31, 2026	OPPENHEIMER & CO INC	0.26%	271.15K	2.5M	42.2K	+18.43%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	284.03K	2.62M	24.27K	+9.34%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.48%	502.97K	4.63M	34.15K	+7.28%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.56%	588.53K	5.42M	94.33K	+19.09%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.67%	710.62K	6.54M	50.26K	+7.61%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.94%	995.66K	9.17M	324.45K	+48.34%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.95%	999.83K	9.21M	62.43K	+6.66%
Mar 31, 2026	MORGAN STANLEY	9.26%	9.76M	89.93M	-861.14K	-8.10%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.92%	971.41K	8.95M	-1.11M	-53.39%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.06%	66K	607.81K	66K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.06%	66.57K	613.15K	49.67K	+293.84%
Mar 31, 2026		0.06%	67.12K	618.18K	-18.47K	-21.58%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	61.54K	576K	273	+0.45%
Mar 31, 2026	LPL FINANCIAL LLC	1.01%	1.07M	9.83M	-240.33K	-18.37%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.12%	128.49K	1.18M	11.99K	+10.29%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.04%	39.99K	424.33K	1.61K	+4.19%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.04%	42.41K	390.55K	27.04K	+175.91%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.04%	44.11K	417.02K	306	+0.70%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.04%	44.45K	393.38K	-5K	-10.11%
Mar 31, 2026	SAGE CAPITAL MANAGEMENT, LLC	0.04%	44.5K	409.85K	0	0
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	49.14K	452.53K	-483	-0.97%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.05%	53.71K	495K	53.71K	+100.00%
Mar 31, 2026	ACCREDITED INVESTOR SERVICES, LLC	0.05%	54.81K	504.8K	54.81K	+100.00%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	2.25%	2.38M	21.88M	30.81K	+1.31%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.88%	3.04M	28.01M	188.13K	+6.59%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.3%	313.38K	2.89M	-8.75K	-2.72%
Mar 31, 2026	ROYAL BANK OF CANADA	0.35%	373.97K	3.45M	-24.35K	-6.11%
Mar 31, 2026	WATERFRONT WEALTH INC.	0.39%	406.04K	3.74M	18.36K	+4.74%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.42%	439.87K	4.16M	96.52K	+28.11%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.42%	447.87K	4.12M	354.44K	+379.34%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.48%	507.8K	4.68M	-137.62K	-21.32%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.07%	69.91K	643.91K	24.68K	+54.55%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.06%	59.55K	548.42K	-47.02K	-44.12%
Dec 31, 2025	MORGAN STANLEY	10.08%	10.63M	103.6M	-719.58K	-6.34%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.09%	93.4K	910.65K	12.7K	+15.74%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.98%	2.08M	20.32M	-248.83K	-10.67%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.06%	60.78K	598.05K	-56	-0.09%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	61.27K	605.92K	15.88K	+34.98%
Dec 31, 2025	JANE STREET GROUP, LLC	0.06%	64.45K	628.36K	51.39K	+393.73%
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.1%	103.3K	1.01M	0	0
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	105K	1.02M	0	0
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.1%	106.57K	1.04M	-27.94K	-20.77%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	116.5K	1.14M	-74	-0.06%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.12%	130.37K	1.27M	4.41K	+3.50%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.63%	660.36K	6.44M	108.06K	+19.57%
Dec 31, 2025	LPL FINANCIAL LLC	1.24%	1.31M	12.75M	-211.41K	-13.91%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.22%	2.35M	22.87M	217.12K	+10.20%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.71%	2.85M	27.82M	-22.22K	-0.77%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	175.02K	1.71M	8.24K	+4.94%
Dec 31, 2025	MARINER, LLC	0.17%	179.9K	1.75M	-13.83K	-7.14%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	191.97K	1.87M	1.17K	+0.61%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.04%	38.38K	371.56K	782	+2.08%
Dec 31, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.04%	44.5K	433.88K	6K	+15.58%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.04%	45.24K	441.05K	-2.3K	-4.84%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	49.62K	483.78K	-3.49K	-6.56%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	57.84K	563.97K	57.77K	+74,057.69%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.18%	192.95K	1.88M	1.54K	+0.81%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	210.85K	2.06M	35.98K	+20.57%
Dec 31, 2025	OPPENHEIMER & CO INC	0.22%	228.95K	2.23M	4.96K	+2.21%
Dec 31, 2025	UBS GROUP AG	0.22%	230.45K	2.25M	-111.52K	-32.61%
Dec 31, 2025	DCF ADVISERS, LLC	0.25%	266K	2.59M	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	322.13K	3.14M	20.05K	+6.64%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.33%	343.36K	3.35M	211.68K	+160.75%
Dec 31, 2025	ROYAL BANK OF CANADA	0.38%	398.32K	3.88M	29.09K	+7.88%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.44%	468.82K	4.57M	-27.97K	-5.63%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.47%	494.19K	4.82M	127.83K	+34.89%
Dec 31, 2025	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.03%	31.19K	304.08K	31.19K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.03%	32.28K	314.69K	12.5K	+63.21%
Dec 31, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.03%	33K	321.76K	164	+0.50%
Dec 31, 2025	SIGMA PLANNING CORP	0.03%	33.23K	324.03K	3.41K	+11.45%
Dec 31, 2025	MIDWEST TRUST CO	0.03%	34.5K	336.34K	1.53K	+4.63%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.04%	38.16K	359.67K	315	+0.83%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.08%	86.65K	844.88K	21.08K	+32.14%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.09%	91.43K	891.45K	-10.8K	-10.56%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.09%	93.43K	920.02K	-183.09K	-66.21%
Dec 31, 2025	WATERFRONT WEALTH INC.	0.37%	387.67K	3.89M	-229.33K	-37.17%
Dec 31, 2025	CHOREO, LLC	0.09%	94.77K	945.77K	-11.15K	-10.53%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	97.24K	948.09K	2.87K	+3.04%
Dec 31, 2025	STOLPER CO	0.09%	99.59K	971K	598	+0.60%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	100.2K	976.92K	52K	+107.90%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.1%	100.5K	979.88K	0	0
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.1%	101.44K	999.22K	845	+0.84%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.22%	232.6K	2.27M	9.44K	+4.23%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	340.38K	3.32M	40.79K	+13.62%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.89%	937.4K	9.14M	216.76K	+30.08%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.04%	43.8K	427.08M	20.98K	+91.93%
Dec 31, 2025	LIDO ADVISORS, LLC	0.06%	65.4K	618.64K	0	0
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.07%	76.13K	755.24K	-4.18K	-5.21%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	81.22K	791.89K	-4.38K	-5.12%
Dec 31, 2025		0.07%	69.49K	677.51K	69.49K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.25%	259.08K	2.53M	-2.71K	-1.03%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	259.76K	2.53M	56.76K	+27.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.61%	645.41K	6.29M	130.81K	+25.42%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.64%	671.21K	6.54M	160.55K	+31.44%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.35%	366.36K	3.47M	335K	+1,068.35%
Sep 30, 2025	OPPENHEIMER & CO INC	0.21%	223.99K	2.12M	17.65K	+8.55%
Sep 30, 2025	DCF ADVISERS, LLC	0.25%	266K	2.52M	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.25%	261.79K	2.48M	5.84K	+2.28%
Sep 30, 2025	NORTH GROUND CAPITAL	0.08%	80.97K	766.01K	-230.28K	-73.98%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.08%	80.7K	763.42K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	203K	1.92M	-10.21K	-4.79%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.1%	100.5K	950.73K	0	0
Sep 30, 2025	STOLPER CO	0.09%	98.99K	936K	483	+0.49%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.06%	63.01K	596K	-199.45K	-75.99%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.06%	60.83K	588.86K	9.16K	+17.72%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.05%	53.92K	510.04K	10.01K	+22.80%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	53.1K	502.35K	0	0
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	52.08K	492.68K	-25.98K	-33.28%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	47.54K	449.69K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	45.39K	437.54K	1.73K	+3.96%
Sep 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.04%	38.5K	364.21K	0	0
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.04%	37.84K	357.99K	-812	-2.10%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.04%	37.6K	355.71K	1.19K	+3.26%
Sep 30, 2025	MIDWEST TRUST CO	0.03%	32.97K	311.91K	0	0
Sep 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.03%	32.84K	310.64K	250	+0.77%
Sep 30, 2025	SIGMA PLANNING CORP	0.03%	29.82K	282.1K	16.11K	+117.43%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	29.4K	278.1K	-15.53K	-34.57%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.03%	28.34K	268.11K	-1.85K	-6.11%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.03%	28.11K	265.93K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.73%	2.88M	27.2M	134.52K	+4.91%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.21%	2.33M	22.07M	-14.5K	-0.62%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.26%	276.52K	2.62M	-98.29K	-26.22%
Sep 30, 2025	MARINER, LLC	0.18%	193.73K	1.83M	-23.01K	-10.62%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	166.77K	1.58M	9.24K	+5.87%
Sep 30, 2025	CHOREO, LLC	0.1%	105.92K	1M	-6.4K	-5.70%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.13%	134.5K	1.27M	-97	-0.07%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	94.37K	892.73K	1.03K	+1.11%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	105K	994K	0	0
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	85.6K	809.8K	-2.21K	-2.52%
Sep 30, 2025	LPL FINANCIAL LLC	1.44%	1.52M	14.38M	179.93K	+13.43%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.52%	552.3K	5.22M	122.59K	+28.53%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.49%	514.6K	4.87M	19.04K	+3.84%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	510.66K	4.83M	78.18K	+18.08%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.47%	496.79K	4.7M	-4.58K	-0.91%
Sep 30, 2025	UBS GROUP AG	0.32%	341.97K	3.24M	-7.66K	-2.19%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.02%	2.13M	20.13M	101.3K	+5.00%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.08%	80.32K	769.44K	16.36K	+25.58%
Sep 30, 2025	MORGAN STANLEY	10.76%	11.35M	107.33M	-255.98K	-2.21%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	1.08%	1.14M	10.76M	-859.96K	-43.06%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.68%	720.65K	6.82M	126.41K	+21.27%
Sep 30, 2025	WNY ASSET MANAGEMENT, LLC	0.63%	659.17K	6.24M	9.05K	+1.39%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.61%	641.56K	6.07M	-1.69M	-72.44%
Sep 30, 2025	WATERFRONT WEALTH INC.	0.59%	617K	5.94M	-159.63K	-20.55%
Sep 30, 2025	LIDO ADVISORS, LLC	0.06%	65.4K	618.64K	38.87K	+146.54%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	191.4K	1.81M	-23.29K	-10.85%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	190.8K	1.81M	8.31K	+4.55%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	174.87K	1.62M	59.58K	+51.68%
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.1%	103.3K	977.17K	0	0
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	102.23K	967.1K	-2.3K	-2.20%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.1%	100.6K	951.66K	2.29K	+2.33%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.47%	495.67K	4.69M	-33.48K	-6.33%
Sep 30, 2025	ROYAL BANK OF CANADA	0.35%	369.23K	3.49M	32.12K	+9.53%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	302.08K	2.86M	86.58K	+40.17%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.28%	299.59K	2.84M	40.39K	+15.58%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.21%	223.16K	2.11M	33.86K	+17.89%
Sep 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.13%	132.27K	1.25M	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.12%	131.68K	388	42.74K	+48.05%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.12%	125.96K	1.19M	1.28K	+1.02%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	116.58K	1.1M	-1.6K	-1.36%
Sep 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.07%	71.51K	676.52K	71.51K	+100.00%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.06%	65.58K	620.35K	11.71K	+21.74%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	215.51K	1.91M	1.06K	+0.50%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.18%	189.3K	1.68M	21.04K	+12.51%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	182.49K	1.62M	22.42K	+14.00%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.04%	42.75K	378.74K	1.86K	+4.56%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.04%	38.66K	342.49K	2.95K	+8.27%
Jun 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.04%	38.5K	341.11K	-4K	-9.41%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.04%	37.96K	336.3K	15.28K	+67.35%
Jun 30, 2025	MORGAN STANLEY	11%	11.6M	102.79M	259.27K	+2.29%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.21%	2.33M	20.63M	-554.25K	-19.23%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.5%	529.15K	4.69M	0	0
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.48%	501.37K	4.44M	-66.54K	-11.72%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.47%	495.56K	4.39M	27.51K	+5.88%
Jun 30, 2025	ROYAL BANK OF CANADA	0.32%	337.11K	2.99M	-303.84K	-47.40%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.13%	134.6K	1.19M	-8.32K	-5.82%
Jun 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.13%	132.27K	1.17M	0	0
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.12%	124.69K	1.1M	-2.22K	-1.75%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	105K	930K	16K	+17.98%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	104.53K	926.14K	-2.4K	-2.24%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.1%	103.3K	915.19K	0	0
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.1%	100.5K	890.43K	0	0
Jun 30, 2025	STOLPER CO	0.09%	98.51K	873K	3.61K	+3.81%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.09%	98.31K	870.99K	-552	-0.56%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	93.34K	826.96K	214	+0.23%
Jun 30, 2025	NORTH GROUND CAPITAL	0.3%	311.25K	2.74M	-104.95K	-25.22%
Jun 30, 2025	JANE STREET GROUP, LLC	0.09%	90.67K	803.32K	72.08K	+387.72%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	88.94K	806.69K	88.94K	+100.00%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	87.81K	778.02K	30.78K	+53.96%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	115.29K	1.02M	-4.97K	-4.13%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	118.18K	1.05M	18.97K	+19.12%
Jun 30, 2025	OPPENHEIMER & CO INC	0.2%	206.35K	1.83M	-2.53K	-1.21%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.2%	214.69K	1.9M	2.12K	+1.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	234.32K	2.08M	-4.46K	-1.87%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.56%	594.23K	5.26M	186.1K	+45.60%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.6%	2.74M	24.28M	48.09K	+1.79%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.08%	80.7K	715K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	157.53K	1.4M	3.1K	+2.01%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.06%	65.23K	577.94K	-3.05K	-4.46%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.93%	2.03M	17.98M	-658.82K	-24.50%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.92%	2.03M	17.96M	59.91K	+3.05%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	1.89%	2M	17.7M	-128.06K	-6.03%
Jun 30, 2025	LPL FINANCIAL LLC	1.27%	1.34M	11.87M	245.19K	+22.40%
Jun 30, 2025	WATERFRONT WEALTH INC.	0.74%	776.63K	6.88M	49.54K	+6.81%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.62%	650.13K	5.76M	86.18K	+15.28%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	432.47K	3.83M	117.16K	+37.16%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.41%	429.72K	3.81M	-140.56K	-24.65%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.36%	374.81K	3.32M	351.24K	+1,490.12%
Jun 30, 2025	UBS GROUP AG	0.33%	349.63K	3.1M	3.5K	+1.01%
Jun 30, 2025	DCF ADVISERS, LLC	0.25%	266K	2.36M	0	0
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.25%	262.46K	2.33M	-9.04K	-3.33%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	259.2K	2.3M	6.55K	+2.59%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.24%	255.94K	2.27M	-779	-0.30%
Jun 30, 2025	MARINER, LLC	0.21%	216.74K	1.92M	25.92K	+13.58%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	213.21K	1.89M	4.11K	+1.96%
Jun 30, 2025	CHOREO, LLC	0.11%	112.32K	995.17K	-7.4K	-6.18%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.07%	78.06K	691.57K	-13.87K	-15.09%
Jun 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.03%	32.59K	288.72K	-1.26K	-3.73%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	31.58K	280K	1.93K	+6.52%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	31.36K	277.82K	187	+0.60%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.23%	2.35M	20.8M	18.69K	+0.80%
Jun 30, 2025		0.3%	311.25K	2.74M	-104.95K	-25.22%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.06%	63.96K	585.21K	182	+0.29%
Jun 30, 2025	CALAMOS ADVISORS LLC	0.05%	53.87K	477.25K	-4.68K	-8.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	53.1K	470.49K	0	0
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.05%	51.67K	457.83K	2.72K	+5.56%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.05%	49.37K	437.39K	-12.48K	-20.17%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	47.54K	421.17K	-73.56K	-60.74%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	45.54K	403.5K	6.35K	+16.19%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	43.91K	389.01K	43.91K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	43.66K	393.82K	-1.92K	-4.22%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	154.43K	1.3M	1.24K	+0.81%
Mar 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.1%	103.3K	866.65K	0	0
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.1%	100.5K	843.2K	0	0
Mar 31, 2025	SUMMIT FINANCIAL, LLC	0.09%	98.86K	829.42K	7.42K	+8.11%
Mar 31, 2025	STOLPER CO	0.09%	94.9K	796K	928	+0.99%
Mar 31, 2025		0.39%	416.2K	3.41M	6.2K	+1.51%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.73%	2.88M	24.18M	-244.12K	-7.81%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.55%	2.69M	22.59M	-465	-0.02%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	2.02%	2.13M	17.83M	-131.81K	-5.84%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.13%	136.68K	1.15M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	120.26K	1.01M	-6.66K	-5.25%
Mar 31, 2025	CHOREO, LLC	0.11%	119.72K	1M	-1.25K	-1.04%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	93.12K	781.3K	2.29K	+2.52%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.09%	91.93K	771.25K	-1.2K	-1.29%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	121.09K	1.02M	6.46K	+5.64%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.87%	1.97M	16.5M	1.97M	+100.00%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.21%	2.33M	19.54M	-415.58K	-15.14%
Mar 31, 2025	LPL FINANCIAL LLC	1.04%	1.09M	9.18M	388K	+54.92%
Mar 31, 2025	ROYAL BANK OF CANADA	0.61%	640.95K	5.38M	-56.29K	-8.07%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.5%	529.15K	4.44M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.44%	468.05K	3.93M	17.05K	+3.78%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	315.31K	2.65M	-5.96K	-1.85%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.3%	313.95K	2.63M	313.95K	+100.00%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.26%	271.5K	2.28M	39.9K	+17.23%
Mar 31, 2025	DCF ADVISERS, LLC	0.25%	266K	2.23M	4.5K	+1.72%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.24%	256.72K	2.15M	7.55K	+3.03%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.24%	252.65K	2.13M	102.48K	+68.24%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	238.77K	2M	11.62K	+5.12%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.39%	408.13K	3.42M	52.42K	+14.74%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.16%	168.26K	1.41M	27.36K	+19.42%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	214.45K	1.8M	1.68K	+0.79%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.2%	212.57K	1.78M	3.9K	+1.87%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	209.11K	1.75M	10.31K	+5.19%
Mar 31, 2025	OPPENHEIMER & CO INC	0.2%	208.87K	1.75M	20.59K	+10.94%
Mar 31, 2025	MARINER, LLC	0.18%	190.82K	1.6M	216	+0.11%
Mar 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.16%	163.4K	1.37M	-22.3K	-12.01%
Mar 31, 2025	MORGAN STANLEY	10.76%	11.34M	95.16M	648.32K	+6.06%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	99.21K	832.35K	20.16K	+25.50%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.14%	142.92K	1.2M	3K	+2.14%
Mar 31, 2025	UBS GROUP AG	0.33%	346.13K	2.9M	-172.87K	-33.31%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	160.07K	1.34M	539	+0.34%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	106.93K	897.15K	-7.4K	-6.47%
Mar 31, 2025	WNY ASSET MANAGEMENT, LLC	0.53%	563.94K	4.73M	177.7K	+46.01%
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.12%	126.9K	1.06M	1.91K	+1.53%
Mar 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.13%	132.27K	1.11M	0	0
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	2.55%	2.69M	23.31M	-207.22K	-7.16%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.54%	567.91K	4.76M	89.11K	+18.61%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.54%	570.28K	4.78M	-304.85K	-34.84%
Mar 31, 2025	WATERFRONT WEALTH INC.	0.69%	727.09K	6.1M	-34.63K	-4.55%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	1.52%	1.6M	13.42M	-2.33M	-59.28%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	0.43%	457.55K	3.79M	99.68K	+27.85%
Mar 31, 2024	PINNACLE WEALTH PLANNING SERVICES, INC.	0.03%	29.47K	244.27K	2.13K	+7.79%
Mar 31, 2024	VANGUARD CAPITAL WEALTH ADVISORS	0.03%	30.52K	252.98K	210	+0.69%
Mar 31, 2024	ADVISOR RESOURCE COUNCIL	0.03%	31.35K	252.7K	-293.25K	-90.34%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.03%	36K	298K	3.77K	+11.71%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	47.43K	393.2K	-9.7K	-16.98%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.05%	50.95K	403.48K	271	+0.53%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.05%	55.63K	461.16K	2.01K	+3.74%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	57.02K	472.66K	-3.74K	-6.15%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.06%	62.55K	518.5K	5.58K	+9.80%
Mar 31, 2024	DIVERSIFY ADVISORY SERVICES, LLC	0.07%	70.79K	582.62K	70.79K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.07%	72.06K	592K	72.06K	+100.00%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.07%	72.06K	597.39K	-450.13K	-86.20%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.2%	212.81K	1.76M	-3.44K	-1.59%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.2%	213.52K	1.77M	-3.61K	-1.66%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.21%	1.28M	10.61M	-34.69K	-2.64%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	2.17%	2.28M	18.93M	216.67K	+10.48%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	2.83%	2.99M	24.78M	-9.01K	-0.30%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.87%	3.03M	25.09M	158.94K	+5.54%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.02%	6.35M	52.65M	-637.3K	-9.12%
Mar 31, 2024	MORGAN STANLEY	8.64%	9.11M	75.56M	689.65K	+8.19%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	1.43%	1.51M	12.48M	113.61K	+8.17%
Mar 31, 2024	AQR ARBITRAGE LLC	1.06%	1.12M	9.3M	229.83K	+25.77%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.11%	115.62K	958.5K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.11%	112.24K	930K	5.48K	+5.13%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.1%	106.43K	882.31K	0	0
Mar 31, 2024	LIVE OAK PRIVATE WEALTH LLC	0.1%	103.3K	856.32K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.71%	743.53K	6.16M	-73.72K	-9.02%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	0.7%	733.68K	6.08M	689.56K	+1,563.11%
Mar 31, 2024	ROYAL BANK OF CANADA	0.67%	710.64K	5.89M	69.44K	+10.83%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.3%	314.36K	2.61M	37.6K	+13.58%
Mar 31, 2024	WNY ASSET MANAGEMENT, LLC	0.28%	297.31K	2.46M	11.11K	+3.88%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.27%	281.48K	2.33M	57.7K	+25.78%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.26%	274.18K	2.27M	40.2K	+17.18%
Mar 31, 2024	MARINER, LLC	0.16%	173.5K	1.44M	-1.9K	-1.08%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.16%	167.62K	1.39M	4.09K	+2.50%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	153.12K	1.27M	6.28K	+4.28%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	97.73K	810.2K	0	0
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.09%	96.18K	797.29K	0	0
Mar 31, 2024	STOLPER CO	0.09%	95.52K	792K	6.21K	+6.95%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.08%	87.97K	729.27K	7.4K	+9.19%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.08%	85.44K	708.27K	6.33K	+8.01%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	80.54K	667.71K	-1.87K	-2.27%
Mar 31, 2024	WATERFRONT WEALTH INC.	0.76%	803.26K	6.42M	236.88K	+41.82%
Mar 31, 2024	COHEN & STEERS, INC.	0.56%	593.47K	4.92M	-170K	-22.27%
Mar 31, 2024	UBS GROUP AG	0.46%	483.1K	4M	-96.44K	-16.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.44%	460.6K	3.82M	-17.5K	-3.66%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.34%	363.09K	3.01M	12.6K	+3.60%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.3%	319.37K	2.65M	24.41K	+8.28%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	265.03K	2.2M	265.03K	+100.00%
Mar 31, 2024	DCF ADVISERS, LLC	0.25%	261.5K	2.17M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.25%	259.11K	2.15M	11.38K	+4.59%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.23%	243.38K	2.02M	29.36K	+13.72%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.21%	226.22K	1.88M	47.7K	+26.72%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.21%	219.26K	1.82M	-20.3K	-8.47%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.21%	217.99K	1.81M	19.41K	+9.77%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.21%	216.31K	1.79M	-2.72K	-1.24%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	151.91K	1.26M	-43.39K	-22.22%
Mar 31, 2024	OPPENHEIMER & CO INC	0.14%	143.2K	1.19M	-88	-0.06%
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.11%	119.3K	988.95K	7.09K	+6.32%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.09%	97.86K	739.79K	-12.55K	-11.36%
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.08%	79.85K	661.92K	79.85K	+100.00%
Mar 31, 2024	MGO ONE SEVEN LLC	0.03%	29.33K	243.12K	-672	-2.24%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.22%	219.03K	1.77M	-3.76K	-1.69%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	82.42K	664.28K	62	+0.08%
Dec 31, 2023	STOLPER CO	0.09%	89.31K	720K	2.63K	+3.04%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.1%	96.18K	775.17K	-1.55K	-1.59%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	97.73K	787.72K	-42.5K	-30.31%
Dec 31, 2023	LIVE OAK PRIVATE WEALTH LLC	0.1%	103.3K	832.56K	0	0
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.11%	106.43K	857.83K	-1.2K	-1.11%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.11%	106.76K	860K	-1.57K	-1.45%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.11%	110.4K	896.03K	12.55K	+12.82%
Dec 31, 2023	AVIANCE CAPITAL PARTNERS, LLC	0.11%	112.2K	904.36K	-15.26K	-11.97%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.11%	115.62K	931.91K	0	0
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.13%	127.19K	1.03M	127.19K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.14%	143.29K	1.15M	7.28K	+5.36%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	146.84K	1.18M	26.81K	+22.34%
Dec 31, 2023	ESCHLER ASSET MANAGEMENT LLP	0.16%	157.12K	1.26M	49.5K	+46.00%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.16%	157.12K	1.27M	49.5K	+46.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.16%	163.52K	1.32M	25.8K	+18.73%
Dec 31, 2023	MARINER, LLC	0.17%	175.4K	1.41M	-2.73K	-1.53%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.18%	178.51K	1.44M	22.89K	+14.71%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.19%	195.31K	1.57M	-133.74K	-40.64%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.2%	198.58K	1.6M	-30.17K	-13.19%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.21%	214.03K	1.73M	34.83K	+19.44%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.21%	216.24K	1.74M	-20.39K	-8.62%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.22%	217.13K	1.75M	6.34K	+3.01%
Dec 31, 2023	UBS GROUP AG	0.57%	579.54K	4.67M	-2.61K	-0.45%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.22%	223.79K	1.8M	-71.75K	-24.28%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.23%	233.98K	1.89M	87.7K	+59.95%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.24%	239.56K	1.93M	0	0
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.08%	80.57K	649.37K	1.15K	+1.45%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.25%	247.73K	2M	-17.14K	-6.47%
Dec 31, 2023	DCF ADVISERS, LLC	0.26%	261.5K	2.11M	8K	+3.16%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.27%	276.77K	2.23M	240.07K	+654.11%
Dec 31, 2023	WNY ASSET MANAGEMENT, LLC	0.28%	286.21K	2.31M	9.4K	+3.39%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.29%	294.96K	2.38M	220.79K	+297.66%
Dec 31, 2023	ADVISOR RESOURCE COUNCIL	0.32%	324.6K	2.62M	324.6K	+100.00%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.35%	350.49K	2.82M	-78.85K	-18.36%
Dec 31, 2023	WATERFRONT WEALTH INC.	0.56%	566.37K	4.56M	6.07K	+1.08%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.52%	522.2K	4.21M	-261.26K	-33.35%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.47%	478.1K	3.85M	-2.46K	-0.51%
Dec 31, 2023	MORGAN STANLEY	8.35%	8.42M	67.9M	-1.43M	-14.49%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.93%	6.99M	56.33M	-345.1K	-4.71%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	2.97%	3M	24.16M	-109.47K	-3.52%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.84%	2.87M	23.12M	78K	+2.80%
Dec 31, 2023		2.05%	2.07M	16.66M	2.07M	+100.00%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	1.38%	1.39M	11.21M	96.3K	+7.44%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.3%	1.31M	10.59M	10.41K	+0.80%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	0.35%	357.87K	2.88M	209.42K	+141.08%
Dec 31, 2023	AQR ARBITRAGE LLC	0.88%	891.98K	7.19M	371.43K	+71.35%
Dec 31, 2023	LPL FINANCIAL LLC	0.81%	817.25K	6.59M	22.37K	+2.81%
Dec 31, 2023	COHEN & STEERS, INC.	0.76%	763.47K	6.15M	-33K	-4.14%
Dec 31, 2023	ROYAL BANK OF CANADA	0.64%	641.2K	5.17M	19.36K	+3.11%
Sep 30, 2023	ESCHLER ASSET MANAGEMENT LLP	0.11%	107.62K	-	107.62K	+100.00%
Sep 30, 2023	IHT WEALTH MANAGEMENT, LLC	0.11%	107.63K	-	56.1K	+108.87%
Sep 30, 2023	JANNEY MONTGOMERY SCOTT LLC	0.11%	108.34K	-	797	+0.74%
Sep 30, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.11%	115.62K	-	18.07K	+18.52%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	120.03K	-	24.49K	+25.64%
Sep 30, 2023	AVIANCE CAPITAL PARTNERS, LLC	0.13%	127.46K	-	-32.61K	-20.37%
Sep 30, 2023	OPPENHEIMER & CO INC	0.13%	136K	-	-3.8K	-2.72%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.14%	137.72K	-	-1.2K	-0.86%
Sep 30, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	140.23K	-	0	0
Sep 30, 2023	QUANTEDGE CAPITAL PTE LTD	0.15%	146.28K	-	-6.9K	-4.50%
Sep 30, 2023	CORNERSTONE ADVISORS, LLC	0.15%	148.45K	-	136.73K	+1,166.62%
Sep 30, 2023	LOGAN STONE CAPITAL, LLC	0.15%	155.62K	-	-28.24K	-15.36%
Sep 30, 2023	MARINER, LLC	0.18%	178.13K	-	13.57K	+8.25%
Sep 30, 2023	WEDBUSH SECURITIES INC	0.18%	179.2K	-	10.87K	+6.45%
Sep 30, 2023	STIFEL FINANCIAL CORP	0.21%	210.79K	-	-9.75K	-4.42%
Sep 30, 2023	PRIVATE ADVISOR GROUP, LLC	0.22%	222.79K	-	2.37K	+1.08%
Sep 30, 2023	PARK AVENUE SECURITIES LLC	0.23%	228.75K	-	-10.25K	-4.29%
Sep 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0.23%	236.64K	-	-17.33K	-6.82%
Sep 30, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.24%	239.56K	-	-6.5K	-2.64%
Sep 30, 2023	DCF ADVISERS, LLC	0.25%	253.5K	-	0	0
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.26%	264.87K	-	4.58K	+1.76%
Sep 30, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.29%	295.54K	-	-65.31K	-18.10%
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0.33%	329.05K	-	135.36K	+69.88%
Sep 30, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	49.19K	-	49.19K	+100.00%
Sep 30, 2023	SABA CAPITAL MANAGEMENT, L.P.	0.04%	44.12K	-	0	0
Sep 30, 2023	ADVISOR PARTNERS II, LLC	0.66%	662.14K	-	662.14K	+100.00%
Sep 30, 2023	LPL FINANCIAL LLC	0.79%	794.88K	-	86.18K	+12.16%
Sep 30, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.05%	50.39K	-	-830	-1.62%
Sep 30, 2023	PENSERRA CAPITAL MANAGEMENT LLC	1.28%	1.3M	-	1.3M	+100.00%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	2.77%	2.79M	-	174.93K	+6.69%
Sep 30, 2023	KARPUS MANAGEMENT, INC.	3.08%	3.11M	-	-33.32K	-1.06%
Sep 30, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	7.27%	7.33M	-	-75.35K	-1.02%
Sep 30, 2023	MORGAN STANLEY	9.77%	9.85M	-	-76.34K	-0.77%
Sep 30, 2023	GUGGENHEIM CAPITAL LLC	0.43%	429.34K	-	7.4K	+1.75%
Sep 30, 2023	NEWEDGE ADVISORS, LLC	0.06%	56.47K	-	808	+1.45%
Sep 30, 2023	BAIRD FINANCIAL GROUP, INC.	0.05%	53.62K	-	8.29K	+18.29%
Sep 30, 2023	AQR ARBITRAGE LLC	0.52%	520.56K	-	271.32K	+108.86%
Sep 30, 2023	WATERFRONT WEALTH INC.	0.56%	560.31K	-	42.05K	+8.11%
Sep 30, 2023	UBS GROUP AG	0.58%	582.15K	-	-152.67K	-20.78%
Sep 30, 2023	ROYAL BANK OF CANADA	0.62%	621.84K	-	34.98K	+5.96%
Sep 30, 2023	IEQ CAPITAL, LLC	0.07%	68.39K	-	4.1K	+6.38%
Sep 30, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.06%	60.73K	-	23	+0.04%
Sep 30, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.07%	74.18K	-	74.18K	+100.00%
Sep 30, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.08%	79.42K	-	-1.67K	-2.06%
Sep 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	82.36K	-	-103.1K	-55.59%
Sep 30, 2023	STOLPER CO	0.09%	86.68K	-	12.31K	+16.55%
Sep 30, 2023	DFPG INVESTMENTS, LLC	0.09%	94.27K	-	8.52K	+9.93%
Sep 30, 2023	DAKOTA WEALTH MANAGEMENT	0.1%	97.73K	-	-820	-0.83%
Sep 30, 2023	B. RILEY WEALTH ADVISORS, INC.	0.1%	97.86K	-	-21.95K	-18.32%
Sep 30, 2023	LIVE OAK PRIVATE WEALTH LLC	0.1%	103.3K	-	0	0

Insiders

Among the AOD insiders holding of 0% of the stake in company, LIEBER STEPHEN A, Executive Vice President, holds the largest shares of 219.49K. JACOBSON JAMES A, director, is the second largest AOD insider with ownership of 62.6K shares. LIEBER SAMUEL A, President, stands third with possession of 62.5K shares of that stake.

Insiders	Designation	Shares Held
LIEBER STEPHEN A	Executive Vice President	219.49K
JACOBSON JAMES A	director	62.6K
LIEBER SAMUEL A	President	62.5K
EVANS JILL K.		18.55K
GILBERT MARTIN JAMES	director	8.21K
HOAGLAND ELEANOR T.M.	director	4.4K
DUITZ JOSHUA		4K
SHACKNOFSKY KEVIN		2.6K
MALONE PETER GERALD	director	1.5K
SIEVWRIGHT JOHN P.	director	1.35K
REIT TODD	director	1.25K
YAO NANCY	director	1.2K
MAASBACH NANCY YAO	director	1K
BIRD STEPHEN	director	1K
LEIBLER H GUY	director	1K
FLAMM SHELDON R	Treas. & Chief Compliance Off.	500
HENNESSEY BRIAN		125
WACKSMAN JEFFREY E	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 26, 2025	MALONE PETER GERALD	PURCHASE	9.48	500	4.74K	1.5K
Aug 01, 2025	SIEVWRIGHT JOHN P.	PURCHASE	8.80	350	3.08K	1.35K
May 12, 2025	YAO NANCY	PURCHASE	8.49	200	1.7K	1.2K
Jan 07, 2025	REIT TODD	PURCHASE	8.52	250	2.13K	1.25K
Jul 11, 2023	REIT TODD	PURCHASE	8.19	1K	8.19K	1K
Oct 18, 2021	BIRD STEPHEN	PURCHASE	9.99	1K	9.99K	1K
Mar 02, 2020	MAASBACH NANCY YAO	PURCHASE	7.80	500	3.9K	1K
Jun 25, 2019	GILBERT MARTIN JAMES	PURCHASE	8.21	1K	8.21K	8.21K
Nov 29, 2018	MALONE PETER GERALD	PURCHASE	8.08	1K	8.08K	1K
Nov 07, 2018	SIEVWRIGHT JOHN P.	PURCHASE	8.25	1K	8.25K	1K
Oct 22, 2018	MAASBACH NANCY YAO	PURCHASE	8.25	500	4.13K	500
Aug 31, 2015	LIEBER SAMUEL A	PURCHASE	8.04	15K	120.68K	62.5K
Aug 28, 2015	LIEBER SAMUEL A	PURCHASE	8.04	35K	281.47K	47.5K
Mar 04, 2015	WACKSMAN JEFFREY E	SALE	8.87	4.89K	43.35K	0
Jan 15, 2014	LIEBER STEPHEN A	PURCHASE	4.26	19.49K	83.04K	219.49K
Jan 14, 2014	LIEBER STEPHEN A	PURCHASE	4.23	100K	423K	200K
Mar 04, 2013	JACOBSON JAMES A	PURCHASE	4.00	62.6K	250.4K	62.6K
Feb 07, 2013	HOAGLAND ELEANOR T.M.	PURCHASE	4.00	4.4K	17.6K	4.4K
Feb 05, 2013	DUITZ JOSHUA	PURCHASE	4.03	4K	16.12K	4K
Jan 24, 2013	LIEBER STEPHEN A	PURCHASE	4.01	50K	200.5K	50K
Jan 24, 2013	LIEBER SAMUEL A	PURCHASE	4.01	50K	200.5K	50K
Jan 24, 2013	HENNESSEY BRIAN	PURCHASE	4.00	125	499.59	125
Oct 29, 2010	EVANS JILL K.	PURCHASE	5.68	5.4K	30.66K	18.55K
Oct 18, 2010	EVANS JILL K.	PURCHASE	5.75	5.1K	29.33K	13.15K
Oct 06, 2010	EVANS JILL K.	PURCHASE	5.55	6.5K	36.08K	6.5K
Dec 16, 2008	FLAMM SHELDON R	SALE	6.02	100	602	500
Jan 30, 2007	SHACKNOFSKY KEVIN	PURCHASE	20.00	2.6K	52K	2.6K
Jan 30, 2007	EVANS JILL K.	PURCHASE	20.00	3K	60K	3K
Jan 30, 2007	LIEBER STEPHEN A	PURCHASE	20.00	50K	1M	50K
Jan 30, 2007	LIEBER SAMUEL A	PURCHASE	20.00	25K	500K	25K
Jan 26, 2007	WACKSMAN JEFFREY E	PURCHASE	20.00	3.5K	70K	3.5K
Jan 26, 2007	LEIBLER H GUY	PURCHASE	20.18	1K	20.18K	1K

Frequently Asked Questions