How many institutions own AWP 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 AWP shares is 96, representing 13.54% of the company's common stock.

Who are the major shareholders selling abrdn Global Premier Properties Fund stock?

SAMALIN INVESTMENT COUNSEL, LLC, in the last quarter, reduced its stake in AWP by -5.71% restricting it's holding to 277.9 thousand shares of worth nearly $1.07M. J.W. COLE ADVISORS, INC. also lessened -10% of the AWP shares from its portfolio, reducing its holding to 334.73 thousand shares of worth $1.29M. BANK OF AMERICA CORP /DE/ also shunned AWP shares holding by -4.63% last quarter which brought its holding to 550.67 thousand shares worth $2.11M.

Investors who are buying AWP stock?

As per its latest 13F filing, GREAT VALLEY ADVISOR GROUP, INC. increased its stake in AWP by 7.79% in the last quarter. The institutional holder raised its holding to 12.35 thousand shares having worth more than $47.43K. LPL FINANCIAL LLC also added 5.82% more shares of AWP to its portfolio, raising its holding to 255.3 thousand shares of worth $980.36K. also increased its AWP shares holding by 100% which brought its holding to 31.8 thousand shares worth $122.11K.

AWP's major insiders: who are they?

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

Did an insider recently sell AWP stock?

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

Which insider recently purchased AWP stock?

There have been 0 transaction(s) during the past 6-months in which abrdn Global Premier Properties Fund insiders have bought stock, totalling 0 shares

How much of AWP does insiders own?

Around 0 abrdn Global Premier Properties Fund shares are held by insiders, which represents about 0% of AWP stock.

Who is the insider with the largest stake?

AWP President, Lieber Samuel A holds the largest portfolio of the company's shares. AWP shares owned by Lieber total nearly 279.91 thousand.

Which institution holds the most shares in AWP?

EASTERN BANK is the largest institutional owner in AWP which holds 12 thousand shares worth $46.08K or 0.01% of the total AWP shares outstanding followed by GREAT VALLEY ADVISOR GROUP, INC. with ownership of 12.35 thousand shares representing 0.01% of the AWP ownership. LPL FINANCIAL LLC is the third largest stakeholder with 255.3 thousand shares or 0.29% of the ownership worth more than $980.36K.

Is abrdn Global Premier Properties 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 AWP is concerned, it is a stock which is not optionable.

Is there a short position on AWP's shares?

Number of AWP 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 AWP shares are there?

As of today, null shares of AWP are outstanding.

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

AWP 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 AWP is null.

abrdn Global Premier Properties Fund (AWP) 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

13.54% Percentage of Shares held by All Institutions

13.54% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 13.54% of AWP shares are held by financial institutions. EASTERN BANK is the top corporate investor, holding 12K shares valued at $46.08K. A 0.01% stake in abrdn Global Premier Properties Fund is owned by the company. GREAT VALLEY ADVISOR GROUP, INC. owns 12.35K shares valued at $47.43K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	EASTERN BANK	0.01%	12K	46.08K	0	0
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.01%	12.35K	47.43K	893	+7.79%
Dec 31, 2025	LPL FINANCIAL LLC	0.29%	255.3K	980.36K	14.03K	+5.82%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.32%	277.9K	1.07M	-16.82K	-5.71%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.38%	334.73K	1.29M	-37.21K	-10.00%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.04%	31.89K	122.46K	0	0
Dec 31, 2025		0.04%	31.8K	122.11K	31.8K	+100.00%
Dec 31, 2025	CARNEGIE LAKE ADVISORS LLC	0.04%	38.19K	146.64K	0	0
Dec 31, 2025	COASTAL BRIDGE ADVISORS, LLC	0.05%	41.9K	160.88K	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.47%	405.41K	1.56M	4.55K	+1.14%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.63%	550.67K	2.11M	-26.76K	-4.63%
Dec 31, 2025	ABEL HALL, LLC	0.1%	84K	322.56K	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.11%	93.1K	357.49K	-7.65K	-7.60%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.02%	14.22K	54.6K	-327	-2.25%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.03%	23.39K	89.83K	4.12K	+21.40%
Dec 31, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.06%	50.99K	195.8K	0	0
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.06%	55.93K	214.78K	217	+0.39%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.65%	569.88K	2.19M	-9.61K	-1.66%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.51%	1.31M	5.04M	105.45K	+8.74%
Dec 31, 2025	MORGAN STANLEY	4.11%	3.58M	13.75M	112.73K	+3.25%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.01%	9.78K	37.54K	-334	-3.30%
Dec 31, 2025	WILLNER & HELLER, LLC	0.01%	10.1K	38.79K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	10.5K	40.32K	10.5K	+100.00%
Dec 31, 2025	CHOREO, LLC	0.01%	12.72K	49.99K	-908	-6.66%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	38.25K	146.88K	2.71K	+7.63%
Dec 31, 2025	MARINER, LLC	0.05%	39.83K	152.94K	964	+2.48%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.05%	39.43K	151.39K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	45.14K	173.33K	8K	+21.54%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.06%	49.7K	190.85K	-65.3K	-56.78%
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.06%	56.69K	217.7K	0	0
Dec 31, 2025	US BANCORP \DE\	0.02%	17.48K	67.1K	11K	+169.88%
Dec 31, 2025	JANE STREET GROUP, LLC	0.02%	20.94K	80.43K	-48K	-69.62%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.02%	14.44K	55.45K	-1.31K	-8.29%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.02%	15.29K	58.69K	-3.57K	-18.92%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	15.51K	59.58K	0	0
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.02%	15.84K	60.81K	1.06K	+7.17%
Dec 31, 2025	EVOKE WEALTH, LLC	0.02%	16.01K	62.13K	645	+4.20%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.5%	434.76K	1.67M	75.7K	+21.08%
Dec 31, 2025	SIGMA PLANNING CORP	0.02%	16.73K	64.24K	-63	-0.38%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	16.28K	62.52K	-113.17K	-87.42%
Dec 31, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.02%	21.16K	81.25K	-6.29K	-22.90%
Dec 31, 2025	MOORS & CABOT, INC.	0.03%	22.59K	86.75K	570	+2.59%
Dec 31, 2025	SPIREPOINT PRIVATE CLIENT, LLC	0.03%	24.62K	94.54K	-100	-0.40%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.03%	25K	96K	0	0
Dec 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.03%	28.1K	107.91K	0	0
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.03%	29.57K	114.71K	0	0
Dec 31, 2025	BENJAMIN EDWARDS INC	0.04%	31.42K	120.65K	3.33K	+11.85%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	68.89K	264.53K	43.61K	+172.54%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	94.07K	361.24K	-3.82K	-3.90%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	112.09K	430.43K	-3.3K	-2.86%
Dec 31, 2025	UBS GROUP AG	0.14%	119.1K	457.34K	10.42K	+9.58%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	120.33K	462.05K	4.7K	+4.07%
Dec 31, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.15%	132.75K	509.78K	-6.94K	-4.97%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	134.67K	517.12K	2.84K	+2.15%
Dec 31, 2025	MEZZASALMA ADVISORS, LLC	0.15%	134.78K	517.54K	3.04K	+2.30%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	144.46K	554.71K	2.02K	+1.42%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	178.68K	686.14K	15K	+9.17%
Dec 31, 2025	OPPENHEIMER & CO INC	0.21%	183.12K	703.19K	1.05K	+0.58%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.27%	235.17K	912.45K	-15.22K	-6.08%
Dec 31, 2025	ROYAL BANK OF CANADA	0.46%	396.69K	1.52M	-9.61K	-2.37%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.02%	17.9K	68.74K	2.4K	+15.48%
Dec 31, 2025	IEQ CAPITAL, LLC	0.01%	10.59K	40.67K	0	0
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.01%	11.27K	43.26K	11.27K	+100.00%
Dec 31, 2025	SUMMITRY LLC	0.02%	17K	65.28K	0	0
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.01%	11.47K	44.03K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	37.14K	147.44K	9K	+31.99%
Sep 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.03%	27.44K	108.95K	703	+2.63%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	25.28K	100.35K	-234	-0.92%
Sep 30, 2025	MORGAN STANLEY	4%	3.47M	13.77M	46.81K	+1.37%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.39%	1.21M	4.79M	232.74K	+23.91%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.02%	14.78K	58.66K	-2.05K	-12.16%
Sep 30, 2025	EVOKE WEALTH, LLC	0.02%	15.37K	61.02K	0	0
Sep 30, 2025	SCOTIA CAPITAL INC.	0.04%	31.89K	126.6K	0	0
Sep 30, 2025	BENJAMIN EDWARDS INC	0.03%	28.09K	111.52K	28.09K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	35.54K	141.09K	15.05K	+73.50%
Sep 30, 2025	COASTAL BRIDGE ADVISORS, LLC	0.05%	41.9K	166.33K	0	0
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.13%	115K	456.55K	115K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	142.44K	565.48K	-10.46K	-6.84%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	163.68K	649.81K	-2.63K	-1.58%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.41%	359.06K	1.43M	195.83K	+119.97%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.43%	371.94K	1.48M	23.31K	+6.69%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.02%	18.85K	74.84K	-10.33K	-35.41%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	115.39K	458.11K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	115.62K	459.02K	22.74K	+24.49%
Sep 30, 2025	ROYAL BANK OF CANADA	0.47%	406.3K	1.61M	16.73K	+4.30%
Sep 30, 2025	MARINER, LLC	0.04%	38.86K	154.29K	-329	-0.84%
Sep 30, 2025	ABEL HALL, LLC	0.1%	84K	333.48K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.02%	19.27K	76.5K	14.61K	+313.23%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.02%	21.3K	84.57K	501	+2.41%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.03%	25K	99.25K	0	0
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.06%	55.72K	216.74K	4.6K	+9.00%
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.07%	56.69K	225.07K	0	0
Sep 30, 2025	UBS GROUP AG	0.13%	108.68K	431.47K	5.83K	+5.67%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.29%	250.39K	994.05K	542	+0.22%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.34%	294.72K	1.17M	39.76K	+15.59%
Sep 30, 2025	MOORS & CABOT, INC.	0.03%	22.02K	87.42K	6.2K	+39.20%
Sep 30, 2025	SPIREPOINT PRIVATE CLIENT, LLC	0.03%	24.72K	98.14K	24.72K	+100.00%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.03%	28.1K	111.56K	6.34K	+29.10%
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.03%	29.57K	117.37K	16.57K	+127.42%
Sep 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.05%	40.46K	160.63K	40.46K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	97.89K	389K	-4.31K	-4.22%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.12%	100.75K	399.97K	-43.95K	-30.37%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	129.45K	513.92K	129.45K	+100.00%
Sep 30, 2025	MEZZASALMA ADVISORS, LLC	0.15%	131.74K	523.01K	-1.27K	-0.95%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	131.83K	523.35K	3.78K	+2.95%
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.16%	139.69K	554.48K	-4.68K	-3.24%
Sep 30, 2025	OPPENHEIMER & CO INC	0.21%	182.07K	722.83K	8.15K	+4.68%
Sep 30, 2025	LPL FINANCIAL LLC	0.28%	241.27K	957.84K	33.24K	+15.98%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.46%	400.86K	1.59M	14	0.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.08%	68.94K	273.7K	46.58K	+208.30%
Sep 30, 2025	CARNEGIE LAKE ADVISORS LLC	0.04%	38.19K	151.6K	0	0
Sep 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.05%	39.43K	156.52K	0	0
Sep 30, 2025	SUMMITRY LLC	0.02%	17K	67.49K	0	0
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.51%	440.23K	1.75M	25.2K	+6.07%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	3.33K	13.21K	2.67K	+401.36%
Sep 30, 2025	CWM, LLC	0%	3.59K	14K	3.13K	+684.68%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	5.4K	21.44K	0	0
Sep 30, 2025	US BANCORP \DE\	0.01%	6.48K	25.71K	-1.77K	-21.43%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.01%	7.07K	28.05K	7.07K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	7.48K	29.68K	0	0
Sep 30, 2025	WILLNER & HELLER, LLC	0.01%	10.1K	40.1K	0	0
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.01%	10.27K	41K	178	+1.76%
Sep 30, 2025		0.01%	10.45K	41.49K	10.45K	+100.00%
Sep 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0.01%	10.45K	41.49K	10.45K	+100.00%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.01%	11.47K	45.52K	0	0
Sep 30, 2025	EASTERN BANK	0.01%	12K	47.64K	12K	+100.00%
Sep 30, 2025	CHOREO, LLC	0.02%	13.63K	54.1K	-640	-4.49%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.02%	14.55K	57.75K	173	+1.20%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.02%	15.5K	61.54K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	16.7K	66.3K	0	0
Sep 30, 2025	SIGMA PLANNING CORP	0.02%	16.79K	66.66K	311	+1.89%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.67%	577.42K	2.29M	-27.8K	-4.59%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.67%	579.49K	2.31M	36.41K	+6.70%
Sep 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.06%	50.99K	202.42K	0	0
Jun 30, 2025	CARNEGIE LAKE ADVISORS LLC	0.04%	38.19K	151K	-2K	-4.98%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.63%	543.08K	2.15M	37.65K	+7.45%
Jun 30, 2025	SIGMA PLANNING CORP	0.02%	16.48K	65.26K	3	+0.02%
Jun 30, 2025	CERITY PARTNERS LLC	0.02%	18.05K	71.49K	-200	-1.10%
Jun 30, 2025	SUMMITRY LLC	0.02%	17K	67.32K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	7.48K	29.6K	7.48K	+100.00%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	5.4K	21.38K	0	0
Jun 30, 2025	RONALD BLUE TRUST, INC.	0%	3K	11.88K	3K	+100.00%
Jun 30, 2025	SWAN CAPITAL LLC	0%	2.46K	9.73K	0	0
Jun 30, 2025	WOLFF WIESE MAGANA LLC	0%	1.36K	5.37K	-550	-28.87%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	664	2.63K	46	+7.44%
Jun 30, 2025	BARRETT & COMPANY, INC.	0%	260	1.03K	0	0
Jun 30, 2025	ASSETMARK, INC	0%	224	887	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	50	198	-2.04K	-97.61%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	0	-	-15K	-100.00%
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0%	0	-	-18.85K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-463	-100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0%	0	-	-13.65K	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-13.75K	-100.00%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.29%	249.85K	989.4K	87.44K	+53.84%
Jun 30, 2025	WILLNER & HELLER, LLC	0.01%	10.1K	40K	10.1K	+100.00%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.01%	10.1K	40K	-1.15K	-10.26%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	8.23K	32.59K	-1.15K	-12.29%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.41%	348.63K	1.38M	5.96K	+1.74%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.02%	15.5K	61.38K	700	+4.73%
Jun 30, 2025	EVOKE WEALTH, LLC	0.02%	15.37K	60.86K	0	0
Jun 30, 2025	CHANNEL WEALTH LLC	0.02%	15K	59.4K	0	0
Jun 30, 2025	CHOREO, LLC	0.02%	14.27K	56.5K	-634	-4.25%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.02%	13.84K	54.82K	-300	-2.12%
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.02%	13K	51.48K	-5.5K	-29.73%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.01%	11.47K	45.41K	11.47K	+100.00%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.48%	415.03K	1.64M	-10.8K	-2.54%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	22.36K	88.55K	22.36K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.17%	144.7K	573.01K	-66.71K	-31.56%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.02%	19K	75.24K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.02%	20.48K	81.11K	-2.92K	-12.48%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.02%	20.8K	82.37K	20.8K	+100.00%
Jun 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.03%	21.77K	86.2K	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.03%	25K	99K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	25.51K	101.02K	-11.16K	-30.43%
Jun 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.03%	26.74K	105.89K	-11.34K	-29.78%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.01%	11.47K	45.41K	0	0
Jun 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.17%	144.37K	571.62K	-16.83K	-10.44%
Jun 30, 2025	MOORS & CABOT, INC.	0.02%	15.82K	62.65K	351	+2.27%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.02%	16.82K	66.61K	40	+0.24%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	27.03K	107.02K	-14.32K	-34.64%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.03%	29.18K	115.57K	29.18K	+100.00%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.04%	31.89K	126.28K	20.35K	+176.22%
Jun 30, 2025	L.M. KOHN & COMPANY	0.04%	34.16K	135.29K	0	0
Jun 30, 2025		0.04%	38.19K	151K	-2K	-4.98%
Jun 30, 2025	MARINER, LLC	0.05%	39.19K	155.2K	18.63K	+90.61%
Jun 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.05%	39.43K	156.12K	0	0
Jun 30, 2025	COASTAL BRIDGE ADVISORS, LLC	0.05%	41.9K	165.91K	0	0
Jun 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.06%	50.99K	201.91K	50.99K	+100.00%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.06%	51.12K	202.42K	-600	-1.16%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.07%	56.69K	224.5K	0	0
Jun 30, 2025	ABEL HALL, LLC	0.1%	84K	332.64K	74K	+740.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	92.88K	367.81K	28.25K	+43.72%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	102.2K	405K	1.4K	+1.39%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	115.39K	456.95K	-3.3K	-2.78%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	128.05K	507.07K	-3.34K	-2.54%
Jun 30, 2025	MEZZASALMA ADVISORS, LLC	0.16%	133.01K	526.72K	1.2K	+0.91%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	152.9K	605.47K	6.29K	+4.29%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.19%	163.23K	646K	0	0
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.3%	254.96K	1.01M	14.34K	+5.96%
Jun 30, 2025	ROYAL BANK OF CANADA	0.45%	389.57K	1.54M	42.79K	+12.34%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.74%	2.35M	9.29M	69.34K	+3.05%
Jun 30, 2025	MORGAN STANLEY	4%	3.42M	13.55M	-128.16K	-3.61%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	10.44K	41.35K	9.67K	+1,247.35%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.14%	973.53K	3.86M	30.02K	+3.18%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.71%	605.22K	2.4M	-26.59K	-4.21%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.47%	400.85K	1.59M	-2.73K	-0.68%
Jun 30, 2025	LPL FINANCIAL LLC	0.24%	208.03K	823.8K	12.75K	+6.53%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	166.31K	658.6K	29.61K	+21.66%
Jun 30, 2025	UBS GROUP AG	0.12%	102.85K	407.29K	-2.38K	-2.26%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	28.14K	111.43K	12.5K	+79.90%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	15.51K	61.44K	0	0
Jun 30, 2025	OPPENHEIMER & CO INC	0.2%	173.93K	688.76K	6.04K	+3.60%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	16.7K	66.13K	0	0
Mar 31, 2025	OPPENHEIMER & CO INC	0.2%	167.89K	651.42K	3.82K	+2.33%
Mar 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.02%	18.85K	73.13K	-6.05K	-24.29%
Mar 31, 2025	MORGAN STANLEY	4.14%	3.55M	13.77M	116.12K	+3.38%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.66%	2.28M	8.83M	-247.64K	-9.81%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.1%	943.51K	3.66M	171.55K	+22.22%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.74%	631.81K	2.45M	21.31K	+3.49%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	505.43K	1.96M	-12.77K	-2.46%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.47%	403.58K	1.57M	-109.65K	-21.36%
Mar 31, 2025	ROYAL BANK OF CANADA	0.4%	346.78K	1.35M	33.53K	+10.70%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.4%	342.67K	1.33M	104.87K	+44.10%
Mar 31, 2025	CERITY PARTNERS LLC	0.02%	18.25K	70.82K	200	+1.11%
Mar 31, 2025	EVOKE WEALTH, LLC	0.02%	15.37K	59.63K	2.58K	+20.18%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.19%	162.41K	630.16K	162.41K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	146.61K	568.83K	-433	-0.29%
Mar 31, 2025	UBS GROUP AG	0.12%	105.23K	408.3K	-122.31K	-53.75%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	100.8K	391K	1.3K	+1.31%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.08%	64.63K	250.75K	-452	-0.69%
Mar 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.07%	56.69K	219.97K	0	0
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.06%	51.72K	200.65K	-21.15K	-29.02%
Mar 31, 2025	MARINER, LLC	0.02%	20.56K	79.78K	2.08K	+11.22%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	0.02%	19K	73.72K	0	0
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.02%	18.5K	71.78K	0	0
Mar 31, 2025	SUMMITRY LLC	0.02%	17K	65.96K	0	0
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.02%	16.78K	65.11K	3.42K	+25.55%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.02%	16.7K	64.8K	0	0
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	15.51K	60.19K	0	0
Mar 31, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.04%	38.08K	147.75K	646	+1.73%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	36.67K	142.27K	-1.83K	-4.76%
Mar 31, 2025	MOORS & CABOT, INC.	0.02%	15.47K	60.02K	-121	-0.78%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.03%	25K	97K	0	0
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.03%	24.76K	96.05K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.03%	23.4K	90.8K	3.38K	+16.89%
Mar 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.03%	21.77K	84.02K	0	0
Mar 31, 2025	SIGMA PLANNING CORP	0.02%	16.48K	63.93K	-251	-1.50%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.02%	15.64K	60.69K	503	+3.32%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.25%	211.41K	820.28K	6.77K	+3.31%
Mar 31, 2025	LPL FINANCIAL LLC	0.23%	195.28K	757.67K	-5.4K	-2.69%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	131.39K	509.77K	740	+0.57%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.14%	118.69K	460.52K	0	0
Mar 31, 2025	COASTAL BRIDGE ADVISORS, LLC	0.05%	41.9K	162.56K	0	0
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.05%	41.35K	160.42K	-6.51K	-13.61%
Mar 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.05%	39.43K	152.97K	39.43K	+100.00%
Mar 31, 2025	L.M. KOHN & COMPANY	0.04%	34.16K	132.56K	-270	-0.78%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.02%	15.08K	58.49K	-491	-3.15%
Mar 31, 2025	SFI ADVISORS, LLC	0.04%	30.22K	117.24K	-1.6K	-5.02%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.28%	240.62K	933.6K	36.29K	+17.76%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.19%	163.23K	633K	2.64K	+1.64%
Mar 31, 2025		0.05%	40.19K	156K	650	+1.64%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	136.71K	530.42K	24.66K	+22.00%
Mar 31, 2025	MEZZASALMA ADVISORS, LLC	0.15%	131.81K	511.44K	2.59K	+2.01%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.02%	18.19K	72K	134	+0.74%
Mar 31, 2024	CITADEL ADVISORS LLC	0.02%	18.85K	74.63K	18.85K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.02%	18.91K	74.9K	18.91K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.03%	21.42K	85K	-2.56K	-10.66%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.03%	22.88K	90.62K	8.83K	+62.88%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.03%	23.36K	85.02K	0	0
Mar 31, 2024	VIRTU FINANCIAL LLC	0.03%	23.95K	95K	23.95K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.03%	24.41K	97K	24.41K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	27.58K	109.23K	-1	0.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.04%	30.09K	119.17K	30.09K	+100.00%
Mar 31, 2024	L.M. KOHN & COMPANY	0.04%	34.17K	135.31K	-910	-2.59%
Mar 31, 2024	QUAD-CITIES INVESTMENT GROUP, LLC	0.04%	34.92K	138.26K	-1.13K	-3.14%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.08%	64.94K	257.16K	749	+1.17%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.08%	67.93K	269.02K	2.27K	+3.45%
Mar 31, 2024	CENTURION WEALTH MANAGEMENT LLC	0.08%	71.71K	283.95K	5.2K	+7.82%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.08%	71.71K	283.95K	0	0
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.09%	79.39K	314.4K	-60.52K	-43.25%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	95.67K	379K	95.67K	+100.00%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.13%	114.44K	453.17K	25	+0.02%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.14%	117.42K	464.99K	27.22K	+30.17%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	120.69K	477.92K	-7.24K	-5.66%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.15%	128.25K	507.87K	787	+0.62%
Mar 31, 2024	ONEASCENT FINANCIAL SERVICES LLC	0.15%	131.17K	519K	62.91K	+92.16%
Mar 31, 2024	ALL SEASON FINANCIAL ADVISORS, INC.	0.17%	142.55K	564.5K	10.09K	+7.62%
Mar 31, 2024	UBS GROUP AG	0.19%	160.73K	636.49K	-11.07K	-6.44%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.21%	178.87K	718.23K	-3.22K	-1.77%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.73%	627.57K	2.49M	99.02K	+18.73%
Mar 31, 2024	OPPENHEIMER & CO INC	0.21%	179.77K	711.87K	5.34K	+3.06%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.21%	180.53K	714.88K	17.8K	+10.94%
Mar 31, 2024	LPL FINANCIAL LLC	0.22%	186.45K	738.35K	-23.93K	-11.37%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.3%	254.99K	1.01M	-84.8K	-24.96%
Mar 31, 2024	ROYAL BANK OF CANADA	0.32%	273.97K	1.08M	24.73K	+9.92%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.43%	363.8K	1.44M	122.72K	+50.90%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.66%	560.31K	2.22M	-21.2K	-3.65%
Mar 31, 2024	COASTAL BRIDGE ADVISORS, LLC	0.05%	41.9K	165.91K	0	0
Mar 31, 2024	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.05%	42.04K	166.47K	-1.04K	-2.42%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.06%	55.2K	218.58K	55.2K	+100.00%
Mar 31, 2024	MARINER, LLC	0.03%	25.46K	100.81K	-5.71K	-18.32%
Mar 31, 2024	SFI ADVISORS, LLC	0.07%	60.8K	240.75K	-57.92K	-48.79%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.03%	26.93K	106.63K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.2%	1.03M	4.07M	41.81K	+4.24%
Mar 31, 2024	MORGAN STANLEY	4.79%	4.09M	16.21M	-588.5K	-12.57%
Mar 31, 2024	ABEL HALL, LLC	0.01%	10K	39.6K	10K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.01%	10.54K	41.73K	-4.13K	-28.13%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.01%	10.59K	39.5K	0	0
Mar 31, 2024	WALKER ASSET MANAGEMENT, LLC	0.01%	10.96K	43.39K	448	+4.26%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.01%	11.29K	44.71K	218	+1.97%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.05%	40.5K	160.38K	3K	+8.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.05%	40.63K	160.9K	40.63K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.05%	40.79K	161.53K	519	+1.29%
Mar 31, 2024	LIVE OAK PRIVATE WEALTH LLC	0.07%	56.69K	224.5K	0	0
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.01%	11.29K	44.71K	11.29K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.01%	12.67K	50.19K	12.67K	+100.00%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.02%	13.27K	52.56K	13.27K	+100.00%
Mar 31, 2024	SOLTIS INVESTMENT ADVISORS LLC	0.02%	14.44K	57.18K	600	+4.34%
Mar 31, 2024	CHANNEL WEALTH LLC	0.02%	15K	59.4K	0	0
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	15.51K	61.44K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	15.52K	61K	-9.18K	-37.17%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.02%	15.55K	61.56K	0	0
Mar 31, 2024	SIGMA PLANNING CORP	0.02%	16.45K	65.13K	2.97K	+21.99%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.02%	16.5K	65.34K	189	+1.16%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.02%	16.7K	66.13K	0	0
Mar 31, 2024	SUMMITRY LLC	0.02%	17K	67.32K	0	0
Mar 31, 2024	MOORS & CABOT, INC.	0.02%	17.86K	70.73K	-384	-2.10%
Dec 31, 2023	LPL FINANCIAL LLC	0.25%	210.38K	816.28K	-51.93K	-19.80%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	15.51K	60.19K	0	0
Dec 31, 2023	SCOTIA CAPITAL INC.	0.02%	15.55K	60.32K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.02%	16.31K	63.28K	-1.63K	-9.11%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.02%	16.7K	64.8K	0	0
Dec 31, 2023	SUMMITRY LLC	0.02%	17K	65.96K	17K	+100.00%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.02%	18.05K	70K	-3.18K	-14.97%
Dec 31, 2023	MOORS & CABOT, INC.	0.02%	18.24K	70.79K	2.36K	+14.89%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.02%	20K	77.6K	20K	+100.00%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.03%	23.36K	91.56K	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.03%	23.98K	93K	-2K	-7.68%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	24.7K	96K	-14.52K	-37.02%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.03%	26.93K	104.48K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	27.58K	104.84K	211	+0.77%
Dec 31, 2023	L.M. KOHN & COMPANY	0.04%	35.08K	136.11K	2K	+6.05%
Dec 31, 2023	QUAD-CITIES INVESTMENT GROUP, LLC	0.04%	36.05K	140.59K	-1.08K	-2.90%
Dec 31, 2023	MODERA WEALTH MANAGEMENT, LLC	0.04%	37.5K	145.5K	5.5K	+17.19%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.05%	40.27K	156.25K	-2.49K	-5.82%
Dec 31, 2023	COASTAL BRIDGE ADVISORS, LLC	0.05%	41.9K	162.56K	0	0
Dec 31, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.05%	43.08K	167.15K	3.36K	+8.45%
Dec 31, 2023	LIVE OAK PRIVATE WEALTH LLC	0.07%	56.69K	219.97K	0	0
Dec 31, 2023	CHANNEL WEALTH LLC	0.02%	15K	58.2K	0	0
Dec 31, 2023	MARINER, LLC	0.04%	31.17K	120.94K	-613	-1.93%
Dec 31, 2023	NOMURA HOLDINGS INC	0.07%	57.29K	222.3K	57.29K	+100.00%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.07%	60.8K	235.92K	60.8K	+100.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.08%	64.19K	249.06K	-1	0.00%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.08%	65.67K	250.86K	2.94K	+4.69%
Dec 31, 2023	CENTURION WEALTH MANAGEMENT LLC	0.08%	66.51K	258.04K	49	+0.07%
Dec 31, 2023	ONEASCENT FINANCIAL SERVICES LLC	0.08%	68.26K	265K	-4.92K	-6.72%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.08%	71.71K	265.31K	5.25K	+7.90%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.1%	87.72K	343.88K	87.72K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.11%	90.2K	349.99K	6.29K	+7.50%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.11%	96.81K	375.63K	96.81K	+100.00%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.13%	114.41K	443.92K	110	+0.10%
Dec 31, 2023	SFI ADVISORS, LLC	0.14%	118.71K	460.61K	17.19K	+16.93%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.15%	127.47K	494.57K	-575	-0.45%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	127.93K	496.37K	924	+0.73%
Dec 31, 2023	ALL SEASON FINANCIAL ADVISORS, INC.	0.16%	132.46K	513.95K	-3.53K	-2.60%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.16%	139.91K	542.85K	5.02K	+3.72%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.19%	162.73K	631.38K	51.27K	+46.01%
Dec 31, 2023	UBS GROUP AG	0.2%	171.8K	666.57K	-13.28K	-7.18%
Dec 31, 2023	OPPENHEIMER & CO INC	0.2%	174.42K	676.77K	11.06K	+6.77%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.21%	182.09K	646.69K	-45.26K	-19.91%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.28%	241.08K	935.4K	241.08K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.29%	249.23K	967K	-825.83K	-76.82%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.39%	333.6K	1.29M	333.6K	+100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.4%	339.79K	1.32M	-13.85K	-3.92%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.62%	528.55K	2.05M	-13.82K	-2.55%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.68%	581.51K	2.26M	-562.6K	-49.17%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.16%	985.77K	3.82M	-187.29K	-15.97%
Dec 31, 2023	MORGAN STANLEY	5.49%	4.68M	18.17M	440.89K	+10.39%
Sep 30, 2023	MORGAN STANLEY	4.97%	4.24M	-	-552.68K	-11.53%
Sep 30, 2023	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	11.49K	-	-1.79K	-13.48%
Sep 30, 2023	MGO ONE SEVEN LLC	0.01%	12.48K	-	-1.49K	-10.63%
Sep 30, 2023	CETERA ADVISOR NETWORKS LLC	0.02%	14.9K	-	557	+3.88%
Sep 30, 2023	IEQ CAPITAL, LLC	0.02%	14.97K	-	-5.37K	-26.40%
Sep 30, 2023	CHANNEL WEALTH LLC	0.02%	15K	-	0	0
Sep 30, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	15.51K	-	0	0
Sep 30, 2023	SCOTIA CAPITAL INC.	0.02%	15.55K	-	0	0
Sep 30, 2023	MOORS & CABOT, INC.	0.02%	15.88K	-	280	+1.79%
Sep 30, 2023	SIGMA PLANNING CORP	0.02%	16.18K	-	-1.7K	-9.48%
Sep 30, 2023	GUGGENHEIM CAPITAL LLC	0.02%	16.38K	-	-1.34K	-7.56%
Sep 30, 2023	MAI CAPITAL MANAGEMENT	0.02%	16.7K	-	0	0
Sep 30, 2023	STIFEL FINANCIAL CORP	0.02%	17.94K	-	-8.54K	-32.26%
Sep 30, 2023	WATERS PARKERSON & CO., LLC	0.02%	20K	-	20K	+100.00%
Sep 30, 2023	PARK AVENUE SECURITIES LLC	0.02%	21.23K	-	21.23K	+100.00%
Sep 30, 2023	B. RILEY WEALTH ADVISORS, INC.	0.03%	23.36K	-	611	+2.69%
Sep 30, 2023	JANNEY MONTGOMERY SCOTT LLC	0.03%	25.98K	-	-4.03K	-13.44%
Sep 30, 2023	NEWEDGE ADVISORS, LLC	0.03%	27.37K	-	-10.6K	-27.92%
Sep 30, 2023	AXXCESS WEALTH MANAGEMENT, LLC	0.03%	28.54K	-	28.54K	+100.00%
Sep 30, 2023	MARINER, LLC	0.04%	31.78K	-	-4.45K	-12.28%
Sep 30, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.04%	31.91K	-	0	0
Sep 30, 2023	MODERA WEALTH MANAGEMENT, LLC	0.04%	32K	-	4.2K	+15.11%
Sep 30, 2023	L.M. KOHN & COMPANY	0.04%	33.08K	-	800	+2.48%
Sep 30, 2023	QUAD-CITIES INVESTMENT GROUP, LLC	0.04%	37.13K	-	799	+2.20%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	39.22K	-	-16.97K	-30.20%
Sep 30, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.05%	39.73K	-	2.53K	+6.81%
Sep 30, 2023	COASTAL BRIDGE ADVISORS, LLC	0.05%	41.9K	-	0	0
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.05%	42.76K	-	-6.62K	-13.41%
Sep 30, 2023	LIVE OAK PRIVATE WEALTH LLC	0.07%	56.69K	-	0	0
Sep 30, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.07%	62.73K	-	1.09K	+1.76%
Sep 30, 2023	BAIRD FINANCIAL GROUP, INC.	0.08%	64.19K	-	1	0.00%
Sep 30, 2023	CENTURION WEALTH MANAGEMENT LLC	0.08%	66.46K	-	118	+0.18%
Sep 30, 2023	SPIRE WEALTH MANAGEMENT	0.08%	66.46K	-	118	+0.18%
Sep 30, 2023	ONEASCENT FINANCIAL SERVICES LLC	0.09%	73.18K	-	35.04K	+91.86%
Sep 30, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	80.28K	-	0	0
Sep 30, 2023	KESTRA ADVISORY SERVICES, LLC	0.1%	83.91K	-	12.5K	+17.50%
Sep 30, 2023	SFI ADVISORS, LLC	0.12%	101.53K	-	0	0
Sep 30, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.13%	111.45K	-	45.76K	+69.65%
Sep 30, 2023	IHT WEALTH MANAGEMENT, LLC	0.13%	114.3K	-	79.66K	+229.98%
Sep 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	127.01K	-	-9.51K	-6.97%
Sep 30, 2023	PRIVATE ADVISOR GROUP, LLC	0.15%	128.04K	-	-40	-0.03%
Sep 30, 2023	AVANTAX ADVISORY SERVICES, INC.	0.16%	134.89K	-	-102.88K	-43.27%
Sep 30, 2023	ALL SEASON FINANCIAL ADVISORS, INC.	0.16%	135.99K	-	54.59K	+67.07%
Sep 30, 2023	OPPENHEIMER & CO INC	0.19%	163.36K	-	11.44K	+7.53%
Sep 30, 2023	UBS GROUP AG	0.22%	185.08K	-	-414.49K	-69.13%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.27%	227.35K	-	-27.46K	-10.78%
Sep 30, 2023	LPL FINANCIAL LLC	0.31%	262.31K	-	-26K	-9.02%
Sep 30, 2023	ROYAL BANK OF CANADA	1.26%	1.08M	-	857.02K	+393.05%
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	1.34%	1.14M	-	520.11K	+83.35%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	1.37%	1.17M	-	-120.49K	-9.31%

Insiders

Among the AWP insiders holding of 0% of the stake in company, LIEBER SAMUEL A, President, holds the largest shares of 279.91K. LIEBER STEPHEN A, Executive Vice President, is the second largest AWP insider with ownership of 10.4K shares. GILBERT MARTIN JAMES, director, stands third with possession of 6.23K shares of that stake.

Insiders	Designation	Shares Held
LIEBER SAMUEL A	President	279.91K
LIEBER STEPHEN A	Executive Vice President	10.4K
GILBERT MARTIN JAMES	director	6.23K
YAO NANCY	director	3.5K
SIEVWRIGHT JOHN P.	director	3.15K
MALONE PETER GERALD	director	3K
REIT TODD	director	3K
HOAGLAND ELEANOR T.M.	director	2.58K
BIRD STEPHEN	director	1K
MAASBACH NANCY YAO	director	1K
FLAMM SHELDON R	Treas. & Chief Compliance Off	400
WACKSMAN JEFFREY E	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 26, 2025	MALONE PETER GERALD	PURCHASE	4.00	2K	8K	3K
Aug 14, 2025	YAO NANCY	PURCHASE	3.93	2K	7.86K	3.5K
Aug 05, 2025	REIT TODD	PURCHASE	3.83	175	670.95	3K
Aug 01, 2025	SIEVWRIGHT JOHN P.	PURCHASE	3.82	2.15K	8.21K	3.15K
May 12, 2025	YAO NANCY	PURCHASE	3.98	500	1.99K	1.5K
Jan 07, 2025	REIT TODD	PURCHASE	3.77	1.83K	6.89K	2.83K
Jul 11, 2023	REIT TODD	PURCHASE	4.00	1K	4K	1K
Oct 18, 2021	BIRD STEPHEN	PURCHASE	6.48	1K	6.48K	1K
Mar 10, 2020	MAASBACH NANCY YAO	PURCHASE	5.94	200	1.19K	1K
Mar 02, 2020	MAASBACH NANCY YAO	PURCHASE	5.88	300	1.76K	800
Jun 25, 2019	GILBERT MARTIN JAMES	PURCHASE	6.23	1K	6.23K	6.23K
Nov 29, 2018	MALONE PETER GERALD	PURCHASE	5.55	1K	5.55K	1K
Nov 07, 2018	SIEVWRIGHT JOHN P.	PURCHASE	5.60	1K	5.6K	1K
Oct 22, 2018	MAASBACH NANCY YAO	PURCHASE	5.59	500	2.8K	500
Nov 16, 2017	LIEBER SAMUEL A	PURCHASE	6.27	25K	156.74K	279.91K
Aug 10, 2017	LIEBER SAMUEL A	PURCHASE	6.25	20K	125K	254.91K
Jan 09, 2017	LIEBER SAMUEL A	PURCHASE	5.27	72	379.2	35.65K
Jan 06, 2017	LIEBER SAMUEL A	PURCHASE	5.25	19.93K	104.7K	35.57K
Nov 18, 2016	LIEBER SAMUEL A	PURCHASE	4.96	20K	99.19K	55K
Nov 17, 2016	LIEBER SAMUEL A	PURCHASE	4.98	10K	49.81K	35K
Nov 16, 2016	LIEBER SAMUEL A	PURCHASE	4.97	20K	99.43K	25K
Nov 10, 2016	LIEBER SAMUEL A	PURCHASE	5.12	5K	25.59K	5K
Oct 28, 2016	LIEBER SAMUEL A	PURCHASE	5.26	5K	26.29K	234.91K
Oct 26, 2016	LIEBER SAMUEL A	PURCHASE	5.35	5K	26.74K	229.91K
Oct 21, 2016	LIEBER SAMUEL A	PURCHASE	5.38	5K	26.88K	224.91K
Oct 17, 2016	LIEBER SAMUEL A	PURCHASE	5.33	10K	53.27K	219.91K
Aug 31, 2015	LIEBER SAMUEL A	PURCHASE	5.83	40K	233.28K	143.79K
Aug 28, 2015	LIEBER SAMUEL A	PURCHASE	5.86	60K	351.54K	103.79K
Mar 04, 2015	WACKSMAN JEFFREY E	SALE	6.88	5.05K	34.74K	0
Feb 07, 2013	HOAGLAND ELEANOR T.M.	PURCHASE	7.77	2.58K	20.01K	2.58K
Aug 20, 2012	WACKSMAN JEFFREY E	SALE	6.81	1	4.88	7.47K
Jul 08, 2010	LIEBER SAMUEL A	PURCHASE	5.68	10K	56.8K	15K
Jul 06, 2010	LIEBER SAMUEL A	PURCHASE	5.41	10K	54.1K	175.38K
Nov 30, 2009	LIEBER STEPHEN A	PURCHASE	5.93	5K	29.64K	10.4K
Nov 28, 2009	LIEBER SAMUEL A	PURCHASE	3.64	1.79K	6.52K	7.29K
Mar 06, 2009	LIEBER SAMUEL A	PURCHASE	2.21	10K	22.12K	41.98K
Dec 16, 2008	FLAMM SHELDON R	SALE	3.41	600	2.05K	400
Nov 28, 2008	LIEBER STEPHEN A	PURCHASE	3.64	3.22K	11.73K	60.58K
Nov 28, 2008	LIEBER SAMUEL A	PURCHASE	3.68	411	1.51K	7.7K
Sep 17, 2008	LIEBER STEPHEN A	PURCHASE	6.38	550	3.51K	150.91K
Sep 17, 2008	LIEBER SAMUEL A	PURCHASE	6.38	550	3.51K	150.93K
Sep 15, 2008	LIEBER SAMUEL A	PURCHASE	7.25	3.5K	25.38K	148.88K
Sep 15, 2008	LIEBER STEPHEN A	PURCHASE	7.25	3.5K	25.38K	148.86K
Aug 21, 2008	LIEBER STEPHEN A	PURCHASE	8.62	4K	34.5K	5.4K
Aug 05, 2008	LIEBER SAMUEL A	PURCHASE	9.97	3K	29.92K	5.5K
Dec 31, 2007	FLAMM SHELDON R	SALE	13.39	400	5.36K	0
Dec 31, 2007	LIEBER STEPHEN A	PURCHASE	13.30	4.1K	54.53K	79.46K
Dec 31, 2007	LIEBER SAMUEL A	PURCHASE	13.34	400	5.34K	80.98K
Jun 25, 2007	LIEBER STEPHEN A	PURCHASE	18.30	1K	18.3K	1.4K
Jun 21, 2007	LIEBER STEPHEN A	PURCHASE	18.39	400	7.36K	400

Frequently Asked Questions