How many institutions own AWF 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 AWF shares is 146, representing 25.79% of the company's common stock.

Who are the major shareholders selling AllianceBernstein Global High Income Fund stock?

QUAD-CITIES INVESTMENT GROUP, LLC, in the last quarter, reduced its stake in AWF by -11.72% restricting it's holding to 79.74 thousand shares of worth nearly $852.45K. UBS GROUP AG also lessened -3.18% of the AWF shares from its portfolio, reducing its holding to 91.56 thousand shares of worth $978.78K. SMITH ASSET MANAGEMENT CO., LLC also shunned AWF shares holding by -2.08% last quarter which brought its holding to 402.1 thousand shares worth $4.30M.

Investors who are buying AWF stock?

As per its latest 13F filing, SHUFRO ROSE & CO LLC increased its stake in AWF by 17.29% in the last quarter. The institutional holder raised its holding to 67.85 thousand shares having worth more than $725.32K. JONES FINANCIAL COMPANIES LLLP also added 16.89% more shares of AWF to its portfolio, raising its holding to 299.44 thousand shares of worth $3.20M. UNCOMMON CENTS INVESTING LLC also increased its AWF shares holding by 2.05% which brought its holding to 343.84 thousand shares worth $3.68M.

AWF's major insiders: who are they?

The insider with the most stakes in AWF is DeNoon Paul J. , Vice President at the company. Additionally, AWF stock is highly held by Portfolio Manager PEEBLES DOUGLAS J and VICE PRESIDENT Distenfeld Gershon M among others.

Did an insider recently sell AWF stock?

Company executives, directors, and other insiders own 0.01% percent of AllianceBernstein Global High Income Fund's stock. Within the last six months, there have been 1 transaction(s) in which AWF insiders have sold stock, totaling 5.43K shares. Insiders that have sold shares include DISTENFELD GERSHON M, BERNSTEIN SETH P, and TURNER MARSHALL C.

Which insider recently purchased AWF stock?

There have been 3 transaction(s) during the past 6-months in which AllianceBernstein Global High Income Fund insiders have bought stock, totalling 2259 shares

How much of AWF does insiders own?

Around 41.21K AllianceBernstein Global High Income Fund shares are held by insiders, which represents about 0.01% of AWF stock.

Who is the insider with the largest stake?

AWF Vice President, DeNoon Paul J. holds the largest portfolio of the company's shares. AWF shares owned by DeNoon total nearly 60.7 thousand.

Which institution holds the most shares in AWF?

SHUFRO ROSE & CO LLC is the largest institutional owner in AWF which holds 67.85 thousand shares worth $725.32K or 0.08% of the total AWF shares outstanding followed by QUAD-CITIES INVESTMENT GROUP, LLC with ownership of 79.74 thousand shares representing 0.09% of the AWF ownership. UBS GROUP AG is the third largest stakeholder with 91.56 thousand shares or 0.11% of the ownership worth more than $978.78K.

Is AllianceBernstein Global High Income 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 AWF is concerned, it is a stock which is not optionable.

Is there a short position on AWF's shares?

Number of AWF 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 AWF shares are there?

As of today, null shares of AWF are outstanding.

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

AWF 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 AWF is null.

AllianceBernstein Global High Income Fund (AWF) 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

0.01% Percentage of Shares held by All Insiders

25.79% Percentage of Shares held by All Institutions

25.8% Percentage of Float held by Institutions

146

Number of Institutions Holding Shares

Institutional Ownership

About 25.79% of AWF shares are held by financial institutions. SHUFRO ROSE & CO LLC is the top corporate investor, holding 67.85K shares valued at $725.32K. A 0.08% stake in AllianceBernstein Global High Income Fund is owned by the company. QUAD-CITIES INVESTMENT GROUP, LLC owns 79.74K shares valued at $852.45K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SHUFRO ROSE & CO LLC	0.08%	67.85K	725.32K	10K	+17.29%
Dec 31, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.09%	79.74K	852.45K	-10.59K	-11.72%
Dec 31, 2025	UBS GROUP AG	0.11%	91.56K	978.78K	-3K	-3.18%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	228.01K	2.44M	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	299.44K	3.2M	43.27K	+16.89%
Dec 31, 2025	UNCOMMON CENTS INVESTING LLC	0.4%	343.84K	3.68M	6.9K	+2.05%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.47%	402.1K	4.3M	-8.54K	-2.08%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.86%	744.89K	7.96M	-104.84K	-12.34%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.03%	24.26K	259.3K	-6.09K	-20.08%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.03%	26.07K	278.64K	333	+1.29%
Dec 31, 2025	NWAM LLC	0.03%	29.21K	312.2K	-2.92K	-9.09%
Dec 31, 2025	LPL FINANCIAL LLC	1.14%	980.95K	10.49M	664	+0.07%
Dec 31, 2025	ROYAL BANK OF CANADA	1.44%	1.24M	13.26M	32.75K	+2.71%
Dec 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	4.31%	3.72M	39.75M	-19.7K	-0.53%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	40.18K	429.47K	-7.71K	-16.09%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	42.89K	458.48K	0	0
Dec 31, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.05%	45K	481.05K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	106.62K	1.14M	-2.67K	-2.45%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	111.19K	1.19M	-13.56K	-10.87%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.16%	135.96K	1.45M	107.38K	+375.83%
Dec 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.17%	148.03K	1.58M	398	+0.27%
Dec 31, 2025	FIERA CAPITAL CORP	0.23%	196.89K	2.1M	22.5K	+12.90%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.24%	207.25K	2.22M	28.73K	+16.09%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.25%	214.19K	2.3M	82.71K	+62.90%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	31.42K	335.84K	11.45K	+57.35%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	37.37K	399.48K	-6.37K	-14.57%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	39.33K	420.45K	1.22K	+3.21%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	75K	801.79K	-12.18K	-13.97%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.12%	106.97K	1.14M	106.97K	+100.00%
Dec 31, 2025	SOWA FINANCIAL GROUP, INC.	0.13%	109.78K	1.17M	-6.33K	-5.46%
Dec 31, 2025	INVESCO LTD.	1.2%	1.03M	11.02M	163.01K	+18.78%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	29.64K	317K	41	+0.14%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	154.62K	1.65M	4.4K	+2.93%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.66%	569.86K	6.09M	10.81K	+1.93%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.96%	823.92K	8.81M	-55.35K	-6.29%
Dec 31, 2025	MORGAN STANLEY	4.54%	3.91M	41.83M	-919.48K	-19.03%
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.04%	32K	342.06K	575	+1.83%
Dec 31, 2025	WEALTHGARDEN F.S. LLC	0.04%	33.03K	350.49K	0	0
Dec 31, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.04%	33.95K	362.93K	1.75K	+5.43%
Dec 31, 2025	ABUNDANCE WEALTH COUNSELORS	0.05%	45.38K	485.13K	-754	-1.63%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.02%	20.87K	223.1K	-2.23K	-9.63%
Dec 31, 2025	KING WEALTH	0.02%	21K	224K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	24.01K	257.39K	-4.76K	-16.53%
Dec 31, 2025	SMH CAPITAL ADVISORS INC	0.03%	24.15K	258.11K	56	+0.23%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.06%	49.23K	526.27K	49.23K	+100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.07%	62.09K	663.74K	150	+0.24%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.11%	94.44K	1.01M	446	+0.47%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.04%	34.23K	365.91K	34.23K	+100.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.04%	34.45K	368.27K	-8.56K	-19.89%
Dec 31, 2025	GRYPHON FINANCIAL PARTNERS LLC	0.05%	39.84K	425.9K	39.84K	+100.00%
Dec 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.05%	42.34K	452.58K	3.8K	+9.85%
Dec 31, 2025	JANE STREET GROUP, LLC	0.13%	110.53K	1.18M	98.54K	+821.80%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.13%	110.79K	1.18M	109.79K	+10,979.00%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.16%	141.27K	1.51M	141.27K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	144.63K	1.55M	7.4K	+5.39%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	47.41K	506.76K	37.02K	+356.65%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.06%	49.09K	516.92K	560	+1.15%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	49.18K	525.74K	-6.6K	-11.84%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	51.91K	555K	5.59K	+12.07%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.06%	55.09K	588.95K	178	+0.32%
Dec 31, 2025		0.07%	61.2K	654.24K	7.32K	+13.59%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.02%	879.27K	9.86M	-19.89K	-2.21%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	55.78K	625.34K	2.59K	+4.86%
Sep 30, 2025	LPL FINANCIAL LLC	1.14%	980.28K	10.99M	28.96K	+3.04%
Sep 30, 2025	ROYAL BANK OF CANADA	1.4%	1.21M	13.54M	44.9K	+3.86%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	4.34%	3.74M	41.9M	-64.01K	-1.68%
Sep 30, 2025	MORGAN STANLEY	5.6%	4.83M	54.17M	-141.47K	-2.84%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	47.9%	41.3M	107.83K	41.3M	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	25.73K	288.47M	1.12K	+4.55%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.03%	28.57K	320.29K	28.57K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	29.6K	332K	8	+0.03%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.04%	30.35K	340.22K	-263	-0.86%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.04%	31.42K	352.27K	540	+1.75%
Sep 30, 2025	NWAM LLC	0.04%	32.13K	360.13K	-5.72K	-15.11%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.04%	32.2K	360.97K	2.1K	+6.97%
Sep 30, 2025	WEALTHGARDEN F.S. LLC	0.04%	33.03K	360.73K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	46.32K	519K	-1.63K	-3.40%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	47.88K	536.75K	21.62K	+82.35%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0.06%	48.53K	535.78K	1.05K	+2.21%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.06%	54.92K	599.68K	-1.01K	-1.81%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.07%	57.85K	620.73K	0	0
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.14%	121.49K	1.36M	8.67K	+7.69%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.15%	131.48K	1.47M	-46.4K	-26.08%
Sep 30, 2025	OPPENHEIMER & CO INC	0.07%	61.94K	694.35K	-2.21K	-3.45%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	87.18K	977.31K	5.83K	+7.17%
Sep 30, 2025	UBS GROUP AG	0.11%	94.56K	1.06M	-2.65K	-2.73%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	109.29K	1.23M	4.72K	+4.52%
Sep 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.04%	38.54K	417.41K	5.61K	+17.04%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	42.89K	480.79K	0	0
Sep 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.05%	45K	504.45K	0	0
Sep 30, 2025	ABUNDANCE WEALTH COUNSELORS	0.05%	46.14K	517.18K	2.62K	+6.01%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	228.01K	2.56M	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.3%	256.17K	2.87M	21.7K	+9.26%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.39%	336.94K	3.78M	7.8K	+2.37%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.48%	410.64K	4.6M	-5K	-1.20%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	559.05K	6.27M	99.3K	+21.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.99%	849.73K	9.53M	82.45K	+10.74%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	137.24K	1.54M	16.3K	+13.48%
Sep 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.17%	147.63K	1.65M	13.17K	+9.80%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	150.22K	1.68M	65.49K	+77.28%
Sep 30, 2025	FIERA CAPITAL CORP	0.2%	174.38K	1.95M	2.48K	+1.44%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.21%	178.52K	2M	34.88K	+24.28%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.03%	28.71K	321.79K	28.71K	+100.00%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.05%	43.74K	490.36K	1.02K	+2.38%
Sep 30, 2025		0.06%	53.88K	576.48K	53.88K	+100.00%
Sep 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.1%	90.33K	1.01M	812	+0.91%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.11%	93.99K	1.05M	-866	-0.91%
Sep 30, 2025	SOWA FINANCIAL GROUP, INC.	0.13%	116.11K	1.3M	-2.69K	-2.27%
Sep 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.02%	16.51K	185.12K	0	0
Sep 30, 2025	NORTHSTAR ASSET MANAGEMENT LLC /NJ/	0.02%	17.74K	198.81K	-978	-5.23%
Sep 30, 2025	CHOREO, LLC	0.02%	18.18K	203.74K	-1.46K	-7.44%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.02%	18.79K	210.58K	3.36K	+21.74%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	19.97K	223.82K	231	+1.17%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	20.14K	225.76K	-175	-0.86%
Sep 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.02%	20.96K	234.94K	20.96K	+100.00%
Sep 30, 2025	KING WEALTH	0.02%	21K	235K	0	0
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.03%	23.1K	258.9K	0	0
Sep 30, 2025	SMH CAPITAL ADVISORS INC	0.03%	24.09K	265.22K	364	+1.53%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	28.77K	319.01K	-3.2K	-10.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.14%	124.75K	1.4M	-979	-0.78%
Sep 30, 2025	INVESCO LTD.	1.01%	868.2K	9.73M	-181.91K	-17.32%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	38.11K	427.18K	-1.88K	-4.69%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.05%	43.01K	482.1K	15K	+53.56%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.06%	47.48K	523.71K	-4.11K	-7.97%
Jun 30, 2025	INVESCO LTD.	1.22%	1.05M	11.58M	-8.03K	-0.76%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	228.01K	2.52M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	104.57K	1.15M	1.89K	+1.84%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.06%	51.9K	572.5K	51.9K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	47.95K	529K	-1.81K	-3.65%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	39.98K	441K	-136	-0.34%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	31.96K	354.76K	149	+0.47%
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.04%	30.88K	340.66K	553	+1.82%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.04%	30.61K	337.66K	852	+2.86%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.02%	13.43K	148.17K	92	+0.69%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.02%	13K	143.39K	0	0
Jun 30, 2025	ABACUS PLANNING GROUP, INC.	0.02%	13K	143.39K	0	0
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.01%	12.06K	133K	0	0
Jun 30, 2025	CWS FINANCIAL ADVISORS, LLC	0.01%	11.96K	131.86K	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.01%	11.86K	130.83K	11.86K	+100.00%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.01%	11.44K	126.18K	11.44K	+100.00%
Jun 30, 2025	MARTIN CAPITAL PARTNERS, LLC	0.01%	11.18K	123K	11.18K	+100.00%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.01%	10.85K	119.72K	-5.14K	-32.14%
Jun 30, 2025	SMITH SHELLNUT WILSON LLC /ADV	0.01%	10.52K	116.06K	10.52K	+100.00%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	53.2K	586.79K	32	+0.06%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	4.41%	3.8M	41.94M	7.18K	+0.19%
Jun 30, 2025	UNCOMMON CENTS INVESTING LLC	0.38%	329.14K	3.63M	18.37K	+5.91%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.34%	293.36K	3.24M	293.36K	+100.00%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.02%	16.36K	180.42K	-13.12K	-44.51%
Jun 30, 2025	CALAMOS ADVISORS LLC	0.02%	15.43K	170.19K	-1.34K	-8.00%
Jun 30, 2025	XTX TOPCO LTD	0.02%	15.21K	167.73K	15.21K	+100.00%
Jun 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.02%	15K	165.45K	0	0
Jun 30, 2025	MORGAN STANLEY	5.77%	4.97M	54.86M	216.59K	+4.55%
Jun 30, 2025	ROYAL BANK OF CANADA	1.35%	1.16M	12.82M	90.24K	+8.42%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	459.75K	5.07M	64.79K	+16.40%
Jun 30, 2025	NORTHSTAR ASSET MANAGEMENT LLC /NJ/	0.02%	18.71K	206.4K	-2.6K	-12.19%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.02%	17.47K	192.66K	-399	-2.23%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.02%	16.51K	182.15K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.15%	125.73K	1.39M	-3.49K	-2.70%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.48%	415.63K	4.58M	-9.97K	-2.34%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	28.01K	308.91K	-1.86K	-6.21%
Jun 30, 2025	BRICK & KYLE, ASSOCIATES	0.03%	27.35K	303K	27.35K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	26.8K	295.64K	-3.02K	-10.11%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	26.26K	289.62K	2.3K	+9.60%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	24.86K	274.21K	-6.31K	-20.23%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	24.61K	271K	677	+2.83%
Jun 30, 2025	SMH CAPITAL ADVISORS INC	0.03%	23.73K	261.68K	-346	-1.44%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.03%	23.1K	254.74K	-5.04K	-17.91%
Jun 30, 2025	KING WEALTH	0.02%	21K	232K	2K	+10.53%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	19.74K	217.68M	19.74K	+100.00%
Jun 30, 2025	CHOREO, LLC	0.02%	19.64K	216.57K	1.14K	+6.14%
Jun 30, 2025	LPL FINANCIAL LLC	1.1%	951.32K	10.49M	-9.53K	-0.99%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.04%	899.16K	9.92M	49.62K	+5.84%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.89%	767.29K	8.46M	28.92K	+3.92%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.27%	234.47K	2.58M	68.44K	+41.22%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.21%	177.88K	1.96M	19.9K	+12.60%
Jun 30, 2025	FIERA CAPITAL CORP	0.2%	171.9K	1.9M	-3.53K	-2.01%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.17%	143.64K	1.58M	16.78K	+13.23%
Jun 30, 2025	COHEN & STEERS, INC.	0.16%	141.3K	1.56M	0	0
Jun 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.16%	134.46K	1.48M	576	+0.43%
Jun 30, 2025	SOWA FINANCIAL GROUP, INC.	0.14%	118.8K	1.31M	-69.7K	-36.97%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	84.73K	934.61K	1.23K	+1.47%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.09%	81.35K	891.58K	8.62K	+11.85%
Jun 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.05%	45K	496.35K	-5K	-10.00%
Jun 30, 2025	ABUNDANCE WEALTH COUNSELORS	0.05%	43.52K	480K	4.74K	+12.21%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	47.67K	525.83K	47.67K	+100.00%
Jun 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.06%	55.93K	616.87K	796	+1.44%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.03%	30.1K	332.04K	2.65K	+9.66%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	43.09K	475.59K	1.17K	+2.80%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	42.89K	473.07K	-150	-0.35%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.05%	42.73K	471.28K	42.73K	+100.00%
Jun 30, 2025	NWAM LLC	0.04%	37.84K	417.41K	142	+0.38%
Jun 30, 2025	COLONY GROUP, LLC	0.04%	37.3K	411.4K	37.3K	+100.00%
Jun 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.04%	32.93K	363.23K	10.01K	+43.64%
Jun 30, 2025		0.03%	30.1K	332.04K	2.65K	+9.66%
Jun 30, 2025	WEALTHGARDEN F.S. LLC	0.04%	33.03K	367.33K	-381	-1.14%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	120.93K	1.33M	36.48K	+43.19%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.13%	112.82K	1.24M	2.48K	+2.25%
Jun 30, 2025	UBS GROUP AG	0.11%	97.21K	1.07M	3.98K	+4.27%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.11%	94.86K	1.05M	-5.72K	-5.68%
Jun 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.1%	89.52K	987.41K	-231	-0.26%
Jun 30, 2025	OPPENHEIMER & CO INC	0.07%	64.15K	707.58K	-11.1K	-14.75%
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.07%	57.85K	620.73K	-1.5K	-2.53%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.04%	33.88K	373.7K	-52.9K	-60.96%
Mar 31, 2025	COHEN & STEERS, INC.	0.16%	141.3K	1.52M	0	0
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	4.4%	3.79M	40.72M	-18.1K	-0.47%
Mar 31, 2025	MORGAN STANLEY	5.52%	4.76M	51.05M	219.38K	+4.83%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.03%	29.48K	316.31K	100	+0.34%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	40.12K	432.07K	40.12K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	41.92K	449.78K	-8.7K	-17.18%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	43.04K	461.81K	2.05K	+5.00%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	69.87K	749.75K	13.39K	+23.71%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.08%	72.73K	780.39K	5.39K	+8.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	29.58K	317K	29.58K	+100.00%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	29.86K	320.41K	0	0
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.04%	31.17K	334.41K	230	+0.74%
Mar 31, 2025	WEALTHGARDEN F.S. LLC	0.04%	33.41K	358.53K	7	+0.02%
Mar 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.04%	30.33K	325.46K	428	+1.43%
Mar 31, 2025	NWAM LLC	0.04%	37.7K	404.54K	-4.99K	-11.69%
Mar 31, 2025	ABUNDANCE WEALTH COUNSELORS	0.05%	38.78K	416K	-4.08K	-9.52%
Mar 31, 2025	FIERA CAPITAL CORP	0.2%	175.44K	1.88M	0	0
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.07%	59.35K	636.83K	5K	+9.20%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.99%	849.54K	9.12M	-103.03K	-10.82%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.86%	738.36K	7.92M	135.65K	+22.51%
Mar 31, 2025		0.06%	55.13K	591.56K	-109	-0.20%
Mar 31, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.06%	50K	536.5K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	83.5K	895.99K	-142	-0.17%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	84.46K	906K	-2.82K	-3.23%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.15%	126.86K	1.36M	24.24K	+23.61%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	394.96K	4.24M	37.85K	+10.60%
Mar 31, 2025	ROYAL BANK OF CANADA	1.24%	1.07M	11.51M	11.02K	+1.04%
Mar 31, 2025	OPPENHEIMER & CO INC	0.09%	75.25K	807.41K	15.68K	+26.33%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	31.81K	341.35K	1.45K	+4.79%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	49.77K	534K	6.03K	+13.79%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	86.78K	931.15K	64.7K	+292.94%
Mar 31, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.1%	89.75K	963.03K	1.29K	+1.46%
Mar 31, 2025	LPL FINANCIAL LLC	1.11%	960.86K	10.31M	35.71K	+3.86%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	53.17K	570.48K	-80	-0.15%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.06%	51.6K	553.61K	76	+0.15%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.03%	29.76K	319.34K	328	+1.11%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	228.01K	2.45M	0	0
Mar 31, 2025	SOWA FINANCIAL GROUP, INC.	0.22%	188.5K	2.02M	-10.61K	-5.33%
Mar 31, 2025	UBS GROUP AG	0.11%	93.23K	1M	-17.59K	-15.87%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.12%	100.57K	1.06M	-20.95K	-17.24%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	102.68K	1.1M	-3.96K	-3.72%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.13%	110.34K	1.18M	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.15%	129.21K	1.39M	-11.16K	-7.95%
Mar 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.16%	133.88K	1.44M	12.13K	+9.96%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.18%	157.98K	1.7M	99.18K	+168.66%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	166.03K	1.78M	97.56K	+142.50%
Mar 31, 2025	UNCOMMON CENTS INVESTING LLC	0.36%	310.78K	3.33M	1.96K	+0.63%
Mar 31, 2025	INVESCO LTD.	1.23%	1.06M	11.35M	194.35K	+22.50%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.03%	29.82K	319.97K	-4.7K	-13.62%
Mar 31, 2024	MORGAN STANLEY	4.53%	3.9M	41.44M	277.23K	+7.65%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	29.86K	317.12K	1.43K	+5.03%
Mar 31, 2024	NWAM LLC	0.07%	59.46K	631.47K	-130	-0.22%
Mar 31, 2024	INVESCO LTD.	1.11%	960.61K	10.2M	-45.39K	-4.51%
Mar 31, 2024	ROYAL BANK OF CANADA	1.27%	1.1M	11.67M	52.58K	+5.03%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.57%	1.36M	14.39M	-9.02K	-0.66%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	5.49%	4.73M	50.25M	35.44K	+0.75%
Mar 31, 2024	SFI ADVISORS, LLC	0.02%	17.85K	189.59K	-975	-5.18%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	17.99K	191.02K	373	+2.12%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.02%	18.53K	196.81K	-400	-2.11%
Mar 31, 2024	MARATHON TRADING INVESTMENT MANAGEMENT LLC	0.02%	18.8K	199.66K	-1.2K	-6.00%
Mar 31, 2024	ABUNDANCE WEALTH COUNSELORS	0.02%	20.26K	215K	34	+0.17%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	22.24K	236.18K	-28.11K	-55.83%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	22.25K	236.25K	-2.69K	-10.79%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.03%	22.98K	244.05K	109	+0.48%
Mar 31, 2024	NORTHSTAR ASSET MANAGEMENT LLC /NJ/	0.03%	23.13K	245.68K	-1.18K	-4.84%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.03%	24.14K	255.48K	-10.2K	-29.72%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.03%	26.59K	282K	2.07K	+8.43%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.03%	26.81K	284.69K	-5.79K	-17.77%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.03%	27.46K	291.58K	27.46K	+100.00%
Mar 31, 2024	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.03%	27.61K	293.22K	-85	-0.31%
Mar 31, 2024	SOWA FINANCIAL GROUP, INC.	0.58%	500.19K	5.06M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	1.06%	910.07K	9.66M	38.04K	+4.36%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.37%	318.04K	3.38M	-235.47K	-42.54%
Mar 31, 2024	UNCOMMON CENTS INVESTING LLC	0.33%	283.14K	3.01M	10.52K	+3.86%
Mar 31, 2024	VIVALDI CAPITAL MANAGEMENT LP	0.14%	118.9K	1.25M	-6.46K	-5.15%
Mar 31, 2024	INDEPENDENT WEALTH NETWORK INC.	0.13%	110.16K	1.17M	301	+0.27%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.12%	107.38K	1.14M	5.99K	+5.91%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.11%	95.06K	1M	29.49K	+44.97%
Mar 31, 2024	TOROSO INVESTMENTS, LLC	0.11%	91.64K	973.24K	5.02K	+5.80%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	91.19K	968K	91.19K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	43.89K	466K	-1.34K	-2.96%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.05%	41.92K	445.18K	-100	-0.24%
Mar 31, 2024	SIGNALPOINT ASSET MANAGEMENT, LLC	0.05%	41.19K	437.4K	10.51K	+34.27%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.05%	40.39K	428.9K	-64.34K	-61.44%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	280.01K	2.97M	-19K	-6.35%
Mar 31, 2024	COHEN & STEERS, INC.	0.27%	229.3K	2.44M	0	0
Mar 31, 2024	KENNEDY INVESTMENT GROUP	0.26%	220.8K	2.34M	-56.02K	-20.24%
Mar 31, 2024	FIERA CAPITAL CORP	0.22%	189.78K	2.02M	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.22%	186.28K	1.98M	-132	-0.07%
Mar 31, 2024	FOUNDERS FINANCIAL SECURITIES LLC	0.18%	153.12K	1.63M	6.79K	+4.64%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.17%	147.27K	1.56M	-7.73K	-4.99%
Mar 31, 2024	UBS GROUP AG	0.15%	130.92K	1.39M	-7.45K	-5.38%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.14%	123.8K	1.31M	-709	-0.57%
Mar 31, 2024	QUAD-CITIES INVESTMENT GROUP, LLC	0.1%	89.29K	948.29K	-2.13K	-2.33%
Mar 31, 2024	PARSONS CAPITAL MANAGEMENT INC/RI	0.1%	86.88K	922.62K	0	0
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	83.94K	891.44K	-97.88K	-53.83%
Mar 31, 2024	OPPENHEIMER & CO INC	0.08%	72.66K	771.61K	1.65K	+2.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.08%	68.32K	725.63K	-21.05K	-23.55%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.07%	60.85K	646.23K	16.05K	+35.83%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.07%	58.88K	625.32K	-1.87K	-3.07%
Mar 31, 2024	WATERFRONT WEALTH INC.	0.06%	54.09K	557.63K	4.72K	+9.56%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.06%	50.41K	488.95K	-3.54K	-6.56%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.05%	44.07K	468.02K	44.07K	+100.00%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.05%	38.78K	412K	12.13K	+45.54%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	38.15K	405.15K	5.56K	+17.06%
Mar 31, 2024	VANGUARD CAPITAL WEALTH ADVISORS	0.04%	37K	392.94K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.04%	33.48K	355.52K	2K	+6.36%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.04%	31.76K	337K	68	+0.21%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.03%	29.6K	314.3K	4.11K	+16.14%
Mar 31, 2024	SMH CAPITAL ADVISORS INC	0.03%	28.75K	305.33K	2.83K	+10.91%
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.03%	28.55K	303.2K	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.03%	28.21K	299.59K	28.21K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.7%	600.88K	6.38M	-175	-0.03%
Dec 31, 2023	UBS GROUP AG	0.16%	138.37K	1.4M	-5.94K	-4.12%
Dec 31, 2023	SHUFRO ROSE & CO LLC	0.05%	44.8K	434.56K	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	45.23K	458K	-19.86K	-30.51%
Dec 31, 2023	WATERFRONT WEALTH INC.	0.06%	49.37K	499.58K	-5.22K	-9.56%
Dec 31, 2023		0.06%	50.35K	509.53K	50.35K	+100.00%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.06%	53.95K	546.92K	3.54K	+7.02%
Dec 31, 2023	NWAM LLC	0.07%	59.59K	603.06K	-5.96K	-9.09%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.07%	60.75K	614.75K	-14.87K	-19.67%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.07%	62.06K	628.08K	62.06K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.08%	65.57K	663.61K	-8.78K	-11.80%
Dec 31, 2023	OPPENHEIMER & CO INC	0.08%	71.01K	718.57K	-3.05K	-4.12%
Dec 31, 2023	TOROSO INVESTMENTS, LLC	0.1%	86.62K	876.62K	3.77K	+4.54%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.12%	104.73K	1.07M	104.73K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.12%	101.39K	1.03M	1.31K	+1.31%
Dec 31, 2023	QUAD-CITIES INVESTMENT GROUP, LLC	0.11%	91.42K	934.32K	-1.66K	-1.79%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.1%	89.37K	904.48K	-36.97K	-29.26%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	87.51K	8.65M	87.51K	+100.00%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	5.45%	4.7M	47.53M	262.33K	+5.92%
Dec 31, 2023	MORGAN STANLEY	4.2%	3.62M	36.68M	-44.12K	-1.20%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.58%	1.36M	13.81M	-264.66K	-16.25%
Dec 31, 2023	ROYAL BANK OF CANADA	1.21%	1.05M	10.59M	-62.71K	-5.66%
Dec 31, 2023	INVESCO LTD.	1.17%	1.01M	10.18M	53.26K	+5.59%
Dec 31, 2023	LPL FINANCIAL LLC	1.01%	872.03K	8.82M	102.65K	+13.34%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.7%	601.05K	6.08M	-7.35K	-1.21%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.64%	553.51K	5.6M	38.99K	+7.58%
Dec 31, 2023	SOWA FINANCIAL GROUP, INC.	0.58%	500.19K	5.06M	-41.46K	-7.65%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.35%	299.01K	3.03M	0	0
Dec 31, 2023	KENNEDY INVESTMENT GROUP	0.32%	276.81K	2.8M	-1.26K	-0.45%
Dec 31, 2023	UNCOMMON CENTS INVESTING LLC	0.32%	272.63K	2.76M	4.42K	+1.65%
Dec 31, 2023	COHEN & STEERS, INC.	0.27%	229.3K	2.32M	0	0
Dec 31, 2023	FIERA CAPITAL CORP	0.22%	189.78K	1.92M	0	0
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.22%	186.41K	1.89M	-2.6K	-1.38%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.21%	181.82K	1.84M	181.82K	+100.00%
Dec 31, 2023	PARSONS CAPITAL MANAGEMENT INC/RI	0.1%	86.88K	879.19K	-3.65K	-4.03%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.18%	155K	1.57M	-4.77K	-2.99%
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.03%	28.55K	288.93K	0	0
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	28.43K	287.72K	-10K	-26.01%
Dec 31, 2023	FOUNDERS FINANCIAL SECURITIES LLC	0.17%	146.33K	1.48M	1.26K	+0.87%
Dec 31, 2023	VIVALDI CAPITAL MANAGEMENT LP	0.15%	125.36K	1.29M	125.36K	+100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.14%	124.51K	1.26M	-595	-0.48%
Dec 31, 2023	INDEPENDENT WEALTH NETWORK INC.	0.13%	109.85K	1.11M	1.1K	+1.02%
Dec 31, 2023	BRICK & KYLE, ASSOCIATES	0.03%	28.95K	293K	28.95K	+100.00%
Dec 31, 2023	SIGNALPOINT ASSET MANAGEMENT, LLC	0.04%	30.67K	310K	-989	-3.12%
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.04%	30.89K	312.63K	30.89K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.04%	31.47K	318.52K	720	+2.34%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.04%	31.69K	321K	-343	-1.07%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.04%	32.59K	336.32K	737	+2.31%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.04%	32.6K	330.52K	-689	-2.07%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.04%	34.34K	350.59K	-22.22K	-39.28%
Dec 31, 2023	AQR ARBITRAGE LLC	0.04%	36.71K	371.53K	36.71K	+100.00%
Dec 31, 2023	VANGUARD CAPITAL WEALTH ADVISORS	0.04%	37K	374.44K	0	0
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.05%	42.02K	425.23K	-3.83K	-8.36%
Sep 30, 2023	FIERA CAPITAL CORP	0.26%	189.78K	-	-549	-0.29%
Sep 30, 2023	UNCOMMON CENTS INVESTING LLC	0.37%	268.21K	-	5.5K	+2.09%
Sep 30, 2023	KENNEDY INVESTMENT GROUP	0.38%	278.07K	-	-18.17K	-6.13%
Sep 30, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.7%	514.51K	-	-27.39K	-5.05%
Sep 30, 2023	SOWA FINANCIAL GROUP, INC.	0.74%	541.65K	-	-22.86K	-4.05%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0.83%	608.4K	-	9.78K	+1.63%
Sep 30, 2023	LPL FINANCIAL LLC	1.05%	769.39K	-	6.12K	+0.80%
Sep 30, 2023	INVESCO LTD.	1.31%	952.74K	-	-12.63K	-1.31%
Sep 30, 2023	ROYAL BANK OF CANADA	1.52%	1.11M	-	57.81K	+5.50%
Sep 30, 2023	MORGAN STANLEY	5.03%	3.67M	-	-439.86K	-10.71%
Sep 30, 2023	PARSONS CAPITAL MANAGEMENT INC/RI	0.12%	90.53K	-	-11.83K	-11.55%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	0.03%	25.27K	-	1.43K	+5.99%
Sep 30, 2023	SMH CAPITAL ADVISORS INC	0.04%	26.12K	-	-7.29K	-21.81%
Sep 30, 2023	SOA WEALTH ADVISORS, LLC.	0.04%	28.55K	-	0	0
Sep 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.04%	29.96K	-	-728	-2.37%
Sep 30, 2023	CETERA ADVISOR NETWORKS LLC	0.04%	30.75K	-	642	+2.13%
Sep 30, 2023	SIGNALPOINT ASSET MANAGEMENT, LLC	0.04%	31.66K	-	0	0
Sep 30, 2023	NEWEDGE ADVISORS, LLC	0.04%	31.85K	-	-6.65K	-17.26%
Sep 30, 2023	JANNEY MONTGOMERY SCOTT LLC	0.04%	32.03K	-	-840	-2.56%
Sep 30, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.05%	33.29K	-	-3.2K	-8.78%
Sep 30, 2023	VANGUARD CAPITAL WEALTH ADVISORS	0.05%	37K	-	0	0
Sep 30, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.05%	38.43K	-	3.57K	+10.24%
Sep 30, 2023	CHOATE INVESTMENT ADVISORS	0.06%	43.75K	-	0	0
Sep 30, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	6.07%	4.43M	-	59.27K	+1.35%
Sep 30, 2023	SHUFRO ROSE & CO LLC	0.06%	44.8K	-	0	0
Sep 30, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.06%	45.85K	-	-290	-0.63%
Sep 30, 2023	INVICTUS PRIVATE WEALTH, LLC	0.06%	45.95K	-	0	0
Sep 30, 2023	SOWELL FINANCIAL SERVICES LLC	0.07%	50.19K	-	-424	-0.84%
Sep 30, 2023	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.03%	24.8K	-	23.62K	+2,000.00%
Sep 30, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	22.92K	-	-7.96K	-25.78%
Sep 30, 2023	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.03%	21.56K	-	-2.33K	-9.74%
Sep 30, 2023	AVANTAX ADVISORY SERVICES, INC.	0.03%	21.05K	-	3	+0.01%
Sep 30, 2023	AVESTAR CAPITAL, LLC	0.03%	20.5K	-	0	0
Sep 30, 2023	B. RILEY WEALTH ADVISORS, INC.	0.07%	50.41K	-	4.43K	+9.64%
Sep 30, 2023	WATERFRONT WEALTH INC.	0.07%	54.58K	-	-2.25K	-3.97%
Sep 30, 2023	PRIVATE ADVISOR GROUP, LLC	0.08%	56.56K	-	21.34K	+60.59%
Sep 30, 2023	NATIXIS	0.08%	56.78K	-	-6.21K	-9.85%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	65.09K	-	-16.34K	-20.07%
Sep 30, 2023	NWAM LLC	0.09%	65.55K	-	-743	-1.12%
Sep 30, 2023	OPPENHEIMER & CO INC	0.1%	74.06K	-	4.06K	+5.80%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.1%	74.35K	-	-379	-0.51%
Sep 30, 2023	SOUND INCOME STRATEGIES, LLC	0.1%	75.62K	-	-1.65K	-2.14%
Sep 30, 2023	GUGGENHEIM CAPITAL LLC	0.26%	189.01K	-	-45.12K	-19.27%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	100.09K	-	-8.02K	-7.42%
Sep 30, 2023	INDEPENDENT WEALTH NETWORK INC.	0.15%	108.75K	-	1.37K	+1.28%
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0.17%	126.34K	-	26.07K	+26.00%
Sep 30, 2023	UBS GROUP AG	0.2%	144.31K	-	-15.33K	-9.60%
Sep 30, 2023	FOUNDERS FINANCIAL SECURITIES LLC	0.2%	145.08K	-	-1.92K	-1.30%
Sep 30, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.22%	159.77K	-	-2.28K	-1.41%
Sep 30, 2023	TOROSO INVESTMENTS, LLC	0.11%	82.86K	-	5.02K	+6.45%

Insiders

Among the AWF insiders holding of 0.01% of the stake in company, DENOON PAUL J., Vice President, holds the largest shares of 60.7K. PEEBLES DOUGLAS J, Portfolio Manager, is the second largest AWF insider with ownership of 40K shares. DISTENFELD GERSHON M, VICE PRESIDENT, stands third with possession of 14.8K shares of that stake.

Insiders	Designation	Shares Held
DENOON PAUL J.	Vice President	60.7K
PEEBLES DOUGLAS J	Portfolio Manager	40K
DISTENFELD GERSHON M	VICE PRESIDENT	14.8K
SMITH WILLIAM WALSH	VP & Portfolio Manager	6.14K
HESTER JAMES M	director	4K
DOWNEY MICHAEL	director	3K
BERMUDEZ JORGE A.	director	2.92K
JACKLIN NANCY P	director	2.36K
GUZY D JAMES SR	director	2.1K
MCMULLEN CAROL	director	2.02K
DOBKIN JOHN H	director	2.01K
LOEB JEANETTE W	director	1.4K
WEINER EARL D	director	1.13K
MALIK FAHD	VP & Portfolio Manager	746
WRAPP EMILIE D.	Advisory Board Member	1
MOODY GARRY L	director	0
TURNER MARSHALL C	director	0
BERNSTEIN SETH P		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 05, 2026	DISTENFELD GERSHON M	SALE	10.57	5.43K	57.38K	14.8K
Jan 22, 2026	DISTENFELD GERSHON M	PURCHASE	10.60	850	9.01K	19.52K
Jan 02, 2026	SMITH WILLIAM WALSH	PURCHASE	10.73	663	7.11K	6.14K
Dec 11, 2025	MALIK FAHD	PURCHASE	10.69	746	7.97K	746
Jan 15, 2025	DISTENFELD GERSHON M	PURCHASE	10.73	755	8.1K	15.35K
Dec 24, 2024	MALIK FAHD	PURCHASE	10.67	800	8.54K	3.48K
Apr 03, 2024	MALIK FAHD	PURCHASE	10.62	611	6.49K	611
Mar 18, 2024	WRAPP EMILIE D.	PURCHASE	10.45	1	5.27	1
Jan 09, 2024	DISTENFELD GERSHON M	PURCHASE	10.20	721	7.35K	14.6K
Jan 03, 2024	SMITH WILLIAM WALSH	PURCHASE	10.14	1K	10.15K	4.76K
Jan 10, 2023	DISTENFELD GERSHON M	PURCHASE	9.72	669	6.5K	12.27K
Jan 04, 2023	SMITH WILLIAM WALSH	PURCHASE	9.47	903	8.56K	903
Jan 11, 2022	DISTENFELD GERSHON M	PURCHASE	12.00	500	6K	10.68K
Jan 10, 2022	DISTENFELD GERSHON M	PURCHASE	11.95	502	6K	10.18K
Apr 05, 2021	BERNSTEIN SETH P	SALE	11.93	15.4K	183.72K	0
Mar 18, 2021	LOEB JEANETTE W	PURCHASE	11.72	1.4K	16.41K	1.4K
Jan 14, 2021	BERMUDEZ JORGE A.	PURCHASE	11.66	2.92K	33.99K	2.92K
Jan 06, 2021	DISTENFELD GERSHON M	PURCHASE	11.80	508	6K	9.06K
Jan 04, 2021	DISTENFELD GERSHON M	PURCHASE	11.77	510	6K	8.55K
Mar 18, 2020	BERNSTEIN SETH P	PURCHASE	7.94	9.8K	77.83K	34.8K
Mar 16, 2020	PEEBLES DOUGLAS J	PURCHASE	9.10	4	36.4	40K
Mar 13, 2020	BERNSTEIN SETH P	PURCHASE	10.70	15K	160.5K	25K
Jan 07, 2020	DISTENFELD GERSHON M	PURCHASE	12.14	947	11.49K	7.05K
Apr 08, 2019	DISTENFELD GERSHON M	PURCHASE	11.67	985	11.49K	5.99K
Feb 19, 2019	WEINER EARL D	PURCHASE	11.51	1.13K	12.99K	1.13K
Feb 13, 2019	TURNER MARSHALL C	SALE	11.46	4K	45.83K	0
Jan 07, 2019	DISTENFELD GERSHON M	PURCHASE	11.07	1.04K	11.49K	5.01K
Dec 24, 2018	BERNSTEIN SETH P	PURCHASE	10.19	10K	101.9K	10K
Oct 30, 2018	DOWNEY MICHAEL	PURCHASE	11.10	3K	33.3K	3K
Jul 06, 2018	DISTENFELD GERSHON M	PURCHASE	11.49	3.97K	45.62K	3.97K
Feb 06, 2018	DENOON PAUL J.	PURCHASE	12.01	1.7K	20.42K	60.7K
Dec 28, 2017	MOODY GARRY L	SALE	12.79	2.08K	26.61K	0
May 25, 2017	MCMULLEN CAROL	PURCHASE	12.80	2.02K	25.86K	2.02K
Jul 22, 2016	DOBKIN JOHN H	PURCHASE	12.53	2K	25.06K	2.01K
Jun 24, 2016	MOODY GARRY L	PURCHASE	12.12	830	10.06K	2.08K
Jun 17, 2016	MOODY GARRY L	PURCHASE	12.20	1.25K	15.24K	1.25K
Jun 15, 2016	TURNER MARSHALL C	PURCHASE	12.21	4K	48.84K	4K
Feb 22, 2016	DENOON PAUL J.	PURCHASE	10.92	25K	273.1K	59K
Feb 12, 2016	DENOON PAUL J.	PURCHASE	10.45	4.3K	44.93K	29.3K
Dec 11, 2015	PEEBLES DOUGLAS J	PURCHASE	10.60	5K	53.02K	25K
Dec 09, 2015	DENOON PAUL J.	PURCHASE	10.97	1.31K	14.36K	16.31K
Sep 09, 2015	DENOON PAUL J.	PURCHASE	11.41	600	6.85K	5.6K
Aug 24, 2015	PEEBLES DOUGLAS J	PURCHASE	11.06	3K	33.17K	3K
Aug 24, 2015	DENOON PAUL J.	PURCHASE	10.89	1.37K	14.92K	1.37K
Dec 05, 2014	WEINER EARL D	SALE	13.17	2.7K	35.56K	0
Feb 12, 2010	GUZY D JAMES SR	PURCHASE	12.91	2.1K	27.11K	2.1K
Mar 23, 2007	JACKLIN NANCY P	PURCHASE	13.84	925	12.8K	2.36K
Jan 22, 2007	JACKLIN NANCY P	PURCHASE	13.66	1.43K	19.53K	1.43K
Apr 06, 2004	HESTER JAMES M	PURCHASE	12.45	1K	12.45K	4K
Apr 05, 2004	HESTER JAMES M	PURCHASE	12.75	1K	12.75K	2K
Apr 01, 2004	HESTER JAMES M	PURCHASE	12.87	1K	12.87K	1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2.26K3

SALES5.43K1

NET SHARES-3.17K2

SHARES HELD41.21K4

% NET SHARES-107.69%-50%

Frequently Asked Questions