How many institutions own BFK 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 BFK shares is 103, representing 43.33% of the company's common stock.

Who are the major shareholders selling BlackRock Municipal Income Trust stock?

RIVERNORTH CAPITAL MANAGEMENT, LLC, in the last quarter, reduced its stake in BFK by -11.14% restricting it's holding to 3.23 million shares of worth nearly $32.42M. FIERA CAPITAL CORP also lessened -0.87% of the BFK shares from its portfolio, reducing its holding to 294.92 thousand shares of worth $2.96M. KARPUS MANAGEMENT, INC. also shunned BFK shares holding by -0.33% last quarter which brought its holding to 4.49 million shares worth $45.12M.

Investors who are buying BFK stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in BFK by 6.97% in the last quarter. The institutional holder raised its holding to 336.14 thousand shares having worth more than $3.38M. BANK OF MONTREAL /CAN/ also added 2.08% more shares of BFK to its portfolio, raising its holding to 24.14 thousand shares of worth $242.64K. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC also increased its BFK shares holding by 100% which brought its holding to 64.4 thousand shares worth $647.20K.

BFK's major insiders: who are they?

The insider with the most stakes in BFK is DIXON KENT , director at the company. Additionally, BFK stock is highly held by 10 percent owner JPMorgan Chase Bank, National Association and director CITIGROUP INC among others.

Did an insider recently sell BFK stock?

Company executives, directors, and other insiders own N/A percent of BlackRock Municipal Income Trust's stock. Within the last six months, there have been 0 transaction(s) in which BFK insiders have sold stock, totaling 0 shares. Insiders that have sold shares include JAECKEL THEODORE R JR, J.P. MORGAN TAXABLE PUTTERS/TAXABLE DRIVERS, SERIES T0006 TRUST, and GABBAY HENRY.

Which insider recently purchased BFK stock?

There have been 0 transaction(s) during the past 6-months in which BlackRock Municipal Income Trust insiders have bought stock, totalling 0 shares

How much of BFK does insiders own?

Around 0 BlackRock Municipal Income Trust shares are held by insiders, which represents about N/A of BFK stock.

Who is the insider with the largest stake?

BFK director, DIXON KENT holds the largest portfolio of the company's shares. BFK shares owned by DIXON total nearly 5.1 thousand.

Which institution holds the most shares in BFK?

RIVERNORTH CAPITAL MANAGEMENT, LLC is the largest institutional owner in BFK which holds 3.23 million shares worth $32.42M or 7.36% of the total BFK shares outstanding followed by FIERA CAPITAL CORP with ownership of 294.92 thousand shares representing 0.67% of the BFK ownership. MORGAN STANLEY is the third largest stakeholder with 336.14 thousand shares or 0.77% of the ownership worth more than $3.38M.

Is BlackRock Municipal Income Trust 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 BFK is concerned, it is a stock which is not optionable.

Is there a short position on BFK's shares?

Number of BFK 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 BFK shares are there?

As of today, null shares of BFK are outstanding.

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

BFK 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 BFK is null.

BlackRock Municipal Income Trust (BFK) 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

N/A Percentage of Shares held by All Insiders

43.33% Percentage of Shares held by All Institutions

43.33% Percentage of Float held by Institutions

103

Number of Institutions Holding Shares

Institutional Ownership

About 43.33% of BFK shares are held by financial institutions. RIVERNORTH CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 3.23M shares valued at $32.42M. A 7.36% stake in BlackRock Municipal Income Trust is owned by the company. FIERA CAPITAL CORP owns 294.92K shares valued at $2.96M, which translates its holding of 0.67% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	7.36%	3.23M	32.42M	-404.46K	-11.14%
Sep 30, 2025	FIERA CAPITAL CORP	0.67%	294.92K	2.96M	-2.59K	-0.87%
Sep 30, 2025	MORGAN STANLEY	0.77%	336.14K	3.38M	21.91K	+6.97%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	10.24%	4.49M	45.12M	-15.04K	-0.33%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.05%	21.5K	216.08K	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.06%	24.14K	242.64K	493	+2.08%
Sep 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.06%	24.6K	247.23K	0	0
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.13%	54.99K	552.65K	-976	-1.74%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.15%	64.4K	647.2K	64.4K	+100.00%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.23%	100.9K	1.01M	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	26.56K	266.88K	7.3K	+37.88%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.06%	27.58K	277.13K	758	+2.83%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.08%	34.52K	346.93K	998	+2.98%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	34.95K	351.29K	4.54K	+14.92%
Sep 30, 2025	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.08%	35.7K	358.83K	0	0
Sep 30, 2025	STONEX GROUP INC.	0.11%	49.36K	497.5K	20K	+68.13%
Sep 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.15%	66.38K	667.16K	628	+0.96%
Sep 30, 2025	MATHES COMPANY, INC.	0.19%	81.5K	819K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.22%	95.59K	960.68K	-1K	-1.04%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.22%	96.41K	968.89K	96.41K	+100.00%
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.16%	69.74K	700.85K	8.63K	+14.12%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.17%	73.62K	739.85K	-66.92K	-47.62%
Sep 30, 2025	ROYAL BANK OF CANADA	0.23%	102.89K	1.03M	-633	-0.61%
Sep 30, 2025	ATALA FINANCIAL INC	0.25%	107.72K	1.08M	-38.85K	-26.51%
Sep 30, 2025	UBS GROUP AG	0.27%	120.46K	1.21M	-12.06K	-9.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	135.25K	1.36M	-2.96K	-2.14%
Sep 30, 2025	LPL FINANCIAL LLC	0.39%	173.2K	1.74M	26.92K	+18.40%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.06%	27.62K	278K	-2.53K	-8.38%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	56.42K	548.82K	6.37K	+12.73%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	24K	241.18K	-750	-3.03%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	2.26K	22.67K	5	+0.22%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.01%	2.8K	28K	-36.57K	-92.89%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	3.03K	30.43K	30	+1.00%
Sep 30, 2025	FIFTH THIRD BANCORP	0.01%	3.72K	37.42K	3.72K	+100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.02%	10K	100.5K	0	0
Sep 30, 2025	MURPHY, MIDDLETON, HINKLE & PARKER, INC.	0.02%	10K	100.5K	-3K	-23.08%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	0.02%	10.43K	104.85K	-188	-1.77%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	11.27K	113.28K	0	0
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.03%	13.55K	136.18K	0	0
Sep 30, 2025	RIVER STREET ADVISORS LLC	0.03%	13.67K	137.35K	0	0
Sep 30, 2025	DUNCKER STREETT & CO INC	0.03%	14.02K	140.94K	0	0
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.03%	14.4K	144.75K	0	0
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.04%	16K	160.8K	1.25K	+8.47%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	16.43K	165.07K	2.14K	+14.98%
Sep 30, 2025	UNITING WEALTH PARTNERS, LLC	0.04%	17.94K	181.2K	-4.78K	-21.04%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.05%	23.49K	236.07K	8.31K	+54.71%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	23.74K	239K	3.24K	+15.79%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	72.31K	727K	-3.05K	-4.05%
Sep 30, 2025	WESBANCO BANK INC	0.07%	29.52K	296.66K	0	0
Sep 30, 2025	CLARE MARKET INVESTMENTS LLC	0.09%	39.67K	398.64K	-467	-1.16%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.27%	119.85K	1.2M	119.85K	+100.00%
Sep 30, 2025	CALLAHAN ADVISORS, LLC	0.41%	179.33K	1.8M	-5.72K	-3.09%
Sep 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.42%	182.25K	1.83M	5.77K	+3.27%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	40.51K	407.17K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	56.31K	565.92K	-597	-1.05%
Sep 30, 2025	TORONTO DOMINION BANK	0.47%	204.77K	2.06M	6.54K	+3.30%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.5%	217.54K	2.19M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.54%	235.85K	2.37M	-12.1K	-4.88%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.66%	287.4K	2.89M	11.32K	+4.10%
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.78%	343.41K	3.29M	145.93K	+73.90%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.2%	527.29K	5.3M	-27.01K	-4.87%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.21%	531.37K	5.34M	172.49K	+48.06%
Sep 30, 2025	MACKAY SHIELDS LLC	1.9%	833.78K	8.38M	0	0
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.01%	882.48K	8.87M	23.81K	+2.77%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.8%	349.13K	3.51M	-12.79K	-3.53%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.89%	388.56K	3.91M	-102.79K	-20.92%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	1.17%	513.98K	745.96K	439.76K	+592.46%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	1.88%	823.17K	8.27M	-628.79K	-43.31%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.55%	1.12M	11.23M	-42.26K	-3.64%
Jun 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.06%	24.6K	235.91K	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.26%	554.3K	5.32M	-261.82K	-32.08%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.12%	491.35K	4.71M	-26.41K	-5.10%
Jun 30, 2025	LPL FINANCIAL LLC	0.33%	146.28K	1.4M	16.84K	+13.01%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.22%	96.59K	926.3K	93.33K	+2,861.97%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.14%	61.11K	586.01K	-2.16K	-3.42%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.08%	33.52K	321.48K	33.52K	+100.00%
Jun 30, 2025	WESBANCO BANK INC	0.07%	29.52K	283.08K	0	0
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.07%	31.59K	302.92K	31.59K	+100.00%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.07%	30.14K	289K	-3.48K	-10.35%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	10.27%	4.5M	43.2M	95.96K	+2.18%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	8.28%	3.63M	34.82M	102.59K	+2.91%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	3.31%	1.45M	13.92M	-156.16K	-9.71%
Jun 30, 2025	MORGAN STANLEY	0.72%	314.23K	3.01B	-96.25K	-23.45%
Jun 30, 2025	CALLAHAN ADVISORS, LLC	0.42%	185.05K	1.77M	-70.9K	-27.70%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.63%	276.08K	2.65M	9.24K	+3.46%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.57%	247.95K	2.38M	-11.2K	-4.32%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.5%	217.54K	2.09M	2.77K	+1.29%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.05%	21.5K	206.19K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	20.5K	197K	-3.47K	-14.47%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.05%	20K	191.8K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	19.26K	184.7K	-2.03K	-9.55%
Jun 30, 2025	HRT FINANCIAL LP	0.04%	19.11K	183K	5.66K	+42.12%
Jun 30, 2025	LIDO ADVISORS, LLC	0.04%	18.31K	176.49K	18.31K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.04%	16.82K	161.29K	16.82K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.03%	15.18K	145.6K	15.18K	+100.00%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.03%	14.75K	141.45K	14.75K	+100.00%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.03%	14.4K	138.13K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	14.29K	136.99K	0	0
Jun 30, 2025	DUNCKER STREETT & CO INC	0.03%	14.02K	134.49K	14.02K	+100.00%
Jun 30, 2025	RIVER STREET ADVISORS LLC	0.03%	13.67K	131.07K	13.67K	+100.00%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.03%	13.55K	129.95K	0	0
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.83%	361.92K	3.47M	-7.16K	-1.94%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.82%	358.88K	3.44M	-28.19K	-7.28%
Jun 30, 2025	FIERA CAPITAL CORP	0.68%	297.51K	2.85M	-2.74K	-0.91%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.32%	140.54K	1.35M	5	0.00%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.96%	858.67K	8.23M	147.89K	+20.81%
Jun 30, 2025	MACKAY SHIELDS LLC	1.9%	833.78K	8M	175.07K	+26.58%
Jun 30, 2025	TORONTO DOMINION BANK	0.45%	198.22K	1.9M	198.22K	+100.00%
Jun 30, 2025		0.09%	40.13K	384.87K	-30.02K	-42.79%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	138.21K	1.33M	14.3K	+11.54%
Jun 30, 2025	ROYAL BANK OF CANADA	0.24%	103.52K	993K	3.41K	+3.41%
Jun 30, 2025	MATHES COMPANY, INC.	0.19%	81.5K	782K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	75.36K	723K	10.52K	+16.22%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.15%	65.76K	630.6K	608	+0.93%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	56.91K	545.74K	18.56K	+48.39%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.13%	55.97K	536.72K	-7.5K	-11.82%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	31.33K	300.48K	-492	-1.55%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	30.41K	291.67K	4.18K	+15.93%
Jun 30, 2025	STONEX GROUP INC.	0.07%	29.36K	281.51K	8.15K	+38.42%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.06%	26.82K	257.18K	5.11K	+23.56%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	24.75K	237.33K	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.05%	23.65K	226.8K	1.3K	+5.82%
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.45%	197.47K	1.89M	197.47K	+100.00%
Jun 30, 2025	ATALA FINANCIAL INC	0.33%	146.57K	1.41M	-1K	-0.68%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	50.05K	479.99K	6.79K	+15.69%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	40.51K	388.53K	0	0
Jun 30, 2025	CLARE MARKET INVESTMENTS LLC	0.09%	40.13K	384.87K	-30.02K	-42.79%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.09%	39.44K	378.23K	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.09%	39.37K	378K	-15.36K	-28.06%
Jun 30, 2025	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.08%	35.7K	342.4K	35.7K	+100.00%
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.08%	34K	326.06K	0	0
Jun 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.4%	176.48K	1.69M	-2.36K	-1.32%
Jun 30, 2025	UBS GROUP AG	0.3%	132.53K	1.27M	20.16K	+17.94%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.23%	100.9K	967.63K	-6.75K	-6.27%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.17%	74.23K	711.82K	0	0
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.64%	1.16M	11.12M	0	0
Mar 31, 2025	CALLAHAN ADVISORS, LLC	0.58%	255.95K	2.53M	688	+0.27%
Mar 31, 2025	UBS GROUP AG	0.25%	112.36K	1.11M	-24.79K	-18.08%
Mar 31, 2025	ROYAL BANK OF CANADA	0.23%	100.11K	991K	21.73K	+27.73%
Mar 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.4%	178.84K	1.77M	1.21K	+0.68%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.12%	54.73K	542K	-15.87K	-22.48%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	43.26K	428.28K	-1.03K	-2.32%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	7.94%	3.53M	34.93M	20.58K	+0.59%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	3.62%	1.61M	16.46M	86.11K	+5.66%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.6%	710.78K	7.04M	407.71K	+134.52%
Mar 31, 2025	MORGAN STANLEY	0.92%	410.48K	4.06M	-27.32K	-6.24%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.87%	387.07K	3.83M	25.47K	+7.04%
Mar 31, 2025	LPL FINANCIAL LLC	0.29%	129.44K	1.28M	18.39K	+16.56%
Mar 31, 2025	MATHES COMPANY, INC.	0.18%	81.5K	807K	0	0
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.48%	214.77K	2.13M	0	0
Mar 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.15%	65.15K	644.98K	382	+0.59%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	64.85K	642K	2.01K	+3.20%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.14%	63.47K	628.32K	-34.78K	-35.40%
Mar 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.14%	63.27K	626.37K	-10.59K	-14.34%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	40.51K	385.29K	0	0
Mar 31, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.06%	24.6K	243.54K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.05%	24.12K	238.75K	24.12K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.16%	517.76K	5.13M	-6.1K	-1.17%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.09%	39.44K	390.46K	39.44K	+100.00%
Mar 31, 2025	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.21%	92.33K	914.06K	0	0
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.24%	107.57K	1.07M	52	+0.05%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.84%	816.11K	8.08M	-100.23K	-10.94%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.24%	107.65K	1.07M	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	123.91K	1.23M	8.68K	+7.53%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.32%	140.54K	1.39M	287	+0.20%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.61%	1.16M	11.48M	-14.28K	-1.22%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	9.92%	4.41M	43.64M	64.98K	+1.50%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	24.75K	245.01K	0	0
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.17%	74.23K	734.83K	0	0
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.06%	26.26K	259.93K	2.71K	+11.51%
Mar 31, 2025	WESBANCO BANK INC	0.07%	29.52K	292.23K	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	38.35K	379.66K	-6.56K	-14.60%
Mar 31, 2025	SCARBOROUGH ADVISORS, LLC	0.08%	34K	336.6K	-172	-0.50%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.08%	33.62K	333K	-667	-1.95%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	33.12K	327.89K	33.12K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	31.82K	315.06K	-8.03K	-20.14%
Mar 31, 2025		0.07%	29.52K	292.23K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.06%	26.24K	259.73K	76	+0.29%
Mar 31, 2025	MACKAY SHIELDS LLC	1.48%	658.71K	6.52M	106.73K	+19.34%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.83%	369.08K	3.65M	56.83K	+18.20%
Mar 31, 2025	FIERA CAPITAL CORP	0.68%	300.25K	2.97M	-20.23K	-6.31%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.6%	266.84K	2.64M	-97.38K	-26.74%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	259.15K	2.57M	-3.66K	-1.39%
Mar 31, 2024	FIERA CAPITAL CORP	1.06%	473.24K	4.89M	-140.8K	-22.93%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.27%	120.8K	1.25M	-5.99K	-4.72%
Mar 31, 2024	UBS GROUP AG	0.28%	124.33K	1.28M	10.39K	+9.12%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.82%	362.9K	3.75M	6.8K	+1.91%
Mar 31, 2024	AQR ARBITRAGE LLC	0.74%	328.59K	3.39M	-73.46K	-18.27%
Mar 31, 2024	MACKAY SHIELDS LLC	0.73%	326.23K	3.37M	304.1K	+1,374.07%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.68%	301.46K	3.11M	-293	-0.10%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.51%	226.17K	2.34M	30.03K	+15.31%
Mar 31, 2024	WAKEFIELD ASSET MANAGEMENT LLLP	0.4%	176.84K	1.83M	5.76K	+3.37%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.4%	176.57K	1.82M	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.31%	137.44K	1.42M	204	+0.15%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	48K	496K	48K	+100.00%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.1%	46.07K	475.94K	12.73K	+38.18%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.1%	45.69K	472K	-843	-1.81%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.23%	100.84K	1.04M	113	+0.11%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.21%	92.33K	953.76K	0	0
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.17%	74.57K	770.26K	-7.56K	-9.21%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	73.16K	755.71K	-10.58K	-12.64%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	8.49%	3.77M	38.98M	-61.11K	-1.59%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	7.75%	3.45M	35.6M	0	0
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	2.68%	1.19M	11.86M	36.05K	+3.12%
Mar 31, 2024	MORGAN STANLEY	2.5%	1.11M	11.46M	21.28K	+1.96%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	2.2%	976.25K	10.08M	-21.46K	-2.15%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.12%	940.19K	9.71M	-22.59K	-2.35%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.26%	558.91K	5.77M	-5.83K	-1.03%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.26%	117.04K	1.21M	-215.22K	-64.77%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.76%	337.2K	3.48M	11.73K	+3.61%
Mar 31, 2024	ROYAL BANK OF CANADA	0.45%	200.61K	2.07M	-92.54K	-31.57%
Mar 31, 2024	LIVELSBERGER FINANCIAL ADVISORY	0.43%	189.61K	1.9M	366	+0.19%
Mar 31, 2024	NINE MASTS CAPITAL LTD	0.28%	124.85K	1.29M	124.85K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	70.75K	731K	1.59K	+2.30%
Mar 31, 2024	MATHES COMPANY, INC.	0.15%	66.5K	687K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.12%	54.58K	563.82K	13.83K	+33.92%
Mar 31, 2024	LPL FINANCIAL LLC	0.1%	43.28K	447.09K	3.85K	+9.76%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.09%	39.6K	409.07K	39.6K	+100.00%
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	39.42K	407.22K	976	+2.54%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.08%	37.65K	388.89K	2.42K	+6.88%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	36.74K	379.54K	-27.13K	-42.48%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.07%	31.93K	366.82K	-10.01K	-23.87%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.07%	31K	320.25K	-15.38K	-33.17%
Mar 31, 2024	COMPASS FINANCIAL GROUP, INC/SD	0.06%	28.55K	294.88K	40	+0.14%
Mar 31, 2024	WELLSPRING FINANCIAL ADVISORS, LLC	0.06%	24.6K	254.12K	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.05%	23.88K	247.87K	-321	-1.33%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.05%	21.5K	222.1K	0	0
Mar 31, 2024	MURPHY, MIDDLETON, HINKLE & PARKER, INC.	0.05%	20.1K	207.63K	-5.4K	-21.18%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.05%	20K	206.6K	0	0
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.04%	18.16K	187.58K	18.16K	+100.00%
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.04%	16.81K	173.66K	815	+5.09%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.03%	15.33K	158.32K	0	0
Mar 31, 2024	SIMON QUICK ADVISORS, LLC	0.03%	14.9K	153.91K	1.56K	+11.71%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.03%	14.4K	148.78K	0	0
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.03%	14.18K	146.52K	547	+4.01%
Mar 31, 2024	IRONSIDES ASSET ADVISORS, LLC	0.03%	14.15K	146.17K	582	+4.29%
Mar 31, 2024	RELYEA ZUCKERBERG HANSON LLC	0.03%	13.67K	141.2K	0	0
Mar 31, 2024	FAIRHAVEN WEALTH MANAGEMENT, LLC	0.03%	13.67K	141.18K	0	0
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.23%	102.71K	1.06M	-367	-0.36%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.24%	104.89K	1.08M	-2.37K	-2.21%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.26%	114.43K	1.18M	-4.53K	-3.81%
Dec 31, 2023	ROYAL BANK OF CANADA	0.66%	293.15K	2.95M	98.24K	+50.40%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.44%	196.14K	1.98M	174.53K	+807.80%
Dec 31, 2023		0.18%	82.13K	827K	82.13K	+100.00%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.4%	176.57K	1.78M	71.67K	+68.33%
Dec 31, 2023	WAKEFIELD ASSET MANAGEMENT LLLP	0.38%	171.08K	1.72M	-42	-0.02%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	0.38%	167.5K	1.69M	-226.41K	-57.48%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.31%	137.23K	1.38M	-198	-0.14%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.29%	126.79K	1.28M	-23.75K	-15.78%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	0.28%	122.54K	1.23M	122.54K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.27%	118.96K	1.2M	12.95K	+12.22%
Dec 31, 2023	UBS GROUP AG	0.26%	113.94K	1.15M	-57.07K	-33.37%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.24%	107.27K	1.08M	8.15K	+8.22%
Dec 31, 2023	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.23%	103.07K	1.04M	35	+0.03%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.23%	100.73K	1.01M	-6.39K	-5.97%
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.21%	92.33K	929.75K	70.5K	+322.96%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	83.74K	843.24K	1.21K	+1.47%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	69.15K	696K	1.36K	+2.01%
Dec 31, 2023	MATHES COMPANY, INC.	0.15%	66.5K	670K	20K	+43.01%
Dec 31, 2023	ACKERMAN CAPITAL ADVISORS, LLC	0.15%	64.97K	654.27K	-37.06K	-36.32%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.14%	63.87K	643.2K	35K	+121.25%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.1%	46.53K	469K	-14.75K	-24.07%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.1%	46.39K	467.11K	5.56K	+13.62%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.09%	41.94K	488.14K	6.16K	+17.23%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.09%	40.76K	410.4K	6.52K	+19.06%
Dec 31, 2023	LPL FINANCIAL LLC	0.09%	39.43K	397.09K	-12.02K	-23.35%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	38.45K	387.14K	0	0
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.08%	35.22K	354.7K	-746	-2.07%
Dec 31, 2023	FORT POINT CAPITAL PARTNERS LLC	0.08%	33.34K	335.76K	33.34K	+100.00%
Dec 31, 2023	CRESTONE ASSET MANAGEMENT LLC	0.07%	29.32K	295.2K	0	0
Dec 31, 2023	COMPASS FINANCIAL GROUP, INC/SD	0.06%	28.51K	287.04K	28	+0.10%
Dec 31, 2023	VON BERGE WEALTH MANAGEMENT GROUP, LLC	0.06%	27.42K	276.35K	27.42K	+100.00%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.75%	332.26K	3.35M	-267.27K	-44.58%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.73%	325.46K	3.28M	31.55K	+10.74%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.8%	356.1K	3.59M	-72.61K	-16.94%
Dec 31, 2023	AQR ARBITRAGE LLC	0.9%	402.04K	4.05M	14.45K	+3.73%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.27%	564.74K	5.69M	316.13K	+127.16%
Dec 31, 2023	FIERA CAPITAL CORP	1.38%	614.04K	6.18M	62.62K	+11.36%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.17%	962.78K	9.7M	28.21K	+3.02%
Dec 31, 2023	MORGAN STANLEY	2.45%	1.09M	10.96M	-638.69K	-36.98%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	2.6%	1.15M	11.68M	592.57K	+105.49%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	7.75%	3.45M	34.7M	302.39K	+9.62%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	8.63%	3.83M	38.61M	291.19K	+8.22%
Dec 31, 2023	MURPHY, MIDDLETON, HINKLE & PARKER, INC.	0.06%	25.5K	256.79K	0	0
Dec 31, 2023	WELLSPRING FINANCIAL ADVISORS, LLC	0.06%	24.6K	247.72K	0	0
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.05%	24.2K	243.7K	24.2K	+100.00%
Dec 31, 2023	MACKAY SHIELDS LLC	0.05%	22.13K	222.86M	22.13K	+100.00%
Dec 31, 2023	RFG ADVISORY, LLC	0.05%	22K	221.54K	8K	+57.14%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.68%	301.75K	3.04M	5	0.00%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.05%	21.5K	216.51K	0	0
Sep 30, 2023	INTEGRATED CAPITAL MANAGEMENT, INC.	0.04%	16.33K	-	805	+5.19%
Sep 30, 2023	SUMMIT TRAIL ADVISORS, LLC	0.04%	15.72K	-	-4.19K	-21.03%
Sep 30, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.67%	301.75K	-	-3.2K	-1.05%
Sep 30, 2023	AQR ARBITRAGE LLC	0.86%	387.6K	-	149.24K	+62.61%
Sep 30, 2023	SABA CAPITAL MANAGEMENT, L.P.	0.88%	393.92K	-	250.08K	+173.86%
Sep 30, 2023	FIRST TRUST ADVISORS LP	0.04%	18.78K	-	-4.45K	-19.14%
Sep 30, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.05%	21.5K	-	0	0
Sep 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	21.61K	-	-5K	-18.78%
Sep 30, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.05%	21.83K	-	0	0
Sep 30, 2023	WELLSPRING FINANCIAL ADVISORS, LLC	0.05%	24.6K	-	5.5K	+28.80%
Sep 30, 2023	MURPHY, MIDDLETON, HINKLE & PARKER, INC.	0.06%	25.5K	-	0	0
Sep 30, 2023	COMPASS FINANCIAL GROUP, INC/SD	0.06%	28.48K	-	24	+0.08%
Sep 30, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	28.87K	-	-6.22K	-17.72%
Sep 30, 2023	CRESTONE ASSET MANAGEMENT LLC	0.07%	29.32K	-	29.32K	+100.00%
Sep 30, 2023	SKYVIEW INVESTMENT ADVISORS, LLC	0.07%	31.66K	-	0	0
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.08%	34.23K	-	-1.57K	-4.37%
Sep 30, 2023	NEWEDGE WEALTH, LLC	0.08%	34.98K	-	17.93K	+105.17%
Sep 30, 2023	BANK OF MONTREAL /CAN/	0.08%	35.77K	-	1.94K	+5.74%
Sep 30, 2023	CETERA INVESTMENT ADVISERS	0.08%	35.97K	-	6.69K	+22.84%
Sep 30, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	38.45K	-	851	+2.26%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.09%	40.83K	-	-1.14K	-2.71%
Sep 30, 2023	FIERA CAPITAL CORP	1.23%	551.42K	-	13.34K	+2.48%
Sep 30, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	1.25%	561.72K	-	-167.97K	-23.02%
Sep 30, 2023	LOGAN STONE CAPITAL, LLC	1.33%	599.52K	-	51.29K	+9.35%
Sep 30, 2023	GUGGENHEIM CAPITAL LLC	2.08%	934.57K	-	-28.58K	-2.97%
Sep 30, 2023	MORGAN STANLEY	3.84%	1.73M	-	152.34K	+9.68%
Sep 30, 2023	MATHES COMPANY, INC.	0.1%	46.5K	-	10K	+27.40%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	0.11%	47.91K	-	-2.23K	-4.45%
Sep 30, 2023	LPL FINANCIAL LLC	0.11%	51.45K	-	-15.93K	-23.64%
Sep 30, 2023	CENTAURUS FINANCIAL, INC.	0.14%	61.28K	-	-62	-0.10%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	67.79K	-	232	+0.34%
Sep 30, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	82.53K	-	-4.82K	-5.52%
Sep 30, 2023	PARK AVENUE SECURITIES LLC	0.22%	99.12K	-	2.48K	+2.56%
Sep 30, 2023	ACKERMAN CAPITAL ADVISORS, LLC	0.23%	102.03K	-	-46.89K	-31.49%
Sep 30, 2023	KARPUS MANAGEMENT, INC.	7.88%	3.54M	-	841.2K	+31.13%
Sep 30, 2023	UBS GROUP AG	0.38%	171.01K	-	-9.94K	-5.49%
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0.33%	150.55K	-	15.76K	+11.69%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.31%	137.43K	-	-31	-0.02%
Sep 30, 2023	MELFA WEALTH MANAGEMENT, LLC	0.24%	107.12K	-	455	+0.43%
Sep 30, 2023	WAKEFIELD ASSET MANAGEMENT LLLP	0.38%	171.12K	-	-27.84K	-13.99%
Sep 30, 2023	ROYAL BANK OF CANADA	0.43%	194.91K	-	8.59K	+4.61%
Sep 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0.24%	106.01K	-	816	+0.78%
Sep 30, 2023	DAKOTA WEALTH MANAGEMENT	0.23%	104.9K	-	0	0
Sep 30, 2023	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.23%	103.04K	-	-1.31K	-1.26%
Sep 30, 2023	WOODWARD DIVERSIFIED CAPITAL, LLC	0.03%	15K	-	0	0
Sep 30, 2023	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.03%	15.5K	-	0	0
Sep 30, 2023	ADVISOR PARTNERS II, LLC	0.48%	215.34K	-	215.34K	+100.00%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0.55%	248.61K	-	56.41K	+29.35%
Sep 30, 2023	MANGROVE PARTNERS	0.55%	249K	-	0	0
Sep 30, 2023	VAN ECK ASSOCIATES CORP	0.65%	293.91K	-	-40.21K	-12.04%

Insiders

Among the BFK insiders holding of N/A of the stake in company, DIXON KENT, director, holds the largest shares of 5.1K. JPMORGAN CHASE BANK, NATIONAL ASSOCIATION, 10 percent owner, is the second largest BFK insider with ownership of 2.71K shares. CITIGROUP INC, director, stands third with possession of 1.78K shares of that stake.

Insiders	Designation	Shares Held
DIXON KENT	director	5.1K
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION	10 percent owner	2.71K
CITIGROUP INC	director	1.78K
CROTHERS ROBERT	Vice President	1.6K
BRIGADE LEVERAGED CAPITAL STRUCTURES FUND LTD.	director	1.02K
CASTELLANO MICHAEL J	director	800
HARRIS JERROLD B	director	694
GABBAY HENRY	director	100
BECKWITH GEORGE NICHOLAS III	director	100
HUBBARD ROBERT GLENN	director	100
FELDSTEIN KATHLEEN F	director	50
HARRIS STAYCE D.	director	10
JAECKEL THEODORE R JR		0
J.P. MORGAN TAXABLE PUTTERS/TAXABLE DRIVERS, SERIES T0006 TRUST	10 percent owner	0
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 29, 2024	HARRIS STAYCE D.	PURCHASE	10.12	10	101.2	10
Jan 16, 2019	GABBAY HENRY	PURCHASE	12.79	90	1.15K	100
Jan 15, 2019	GABBAY HENRY	PURCHASE	12.85	10	128.5	10
Dec 17, 2018	JAECKEL THEODORE R JR	SALE	12.32	2.71K	33.41K	0
Sep 28, 2017	J.P. MORGAN TAXABLE PUTTERS/TAXABLE DRIVERS, SERIES T0006 TRUST	SALE	100000.00	2.71K	270.8M	0
Mar 24, 2016	JAECKEL THEODORE R JR	SALE	15.15	1.5K	22.73K	2.6K
Mar 10, 2016	JAECKEL THEODORE R JR	SALE	15.25	1.5K	22.88K	4.1K
Mar 03, 2016	JAECKEL THEODORE R JR	SALE	15.10	1.66K	25.08K	5.56K
Mar 02, 2016	JAECKEL THEODORE R JR	SALE	15.05	690	10.38K	7.22K
Mar 01, 2016	JAECKEL THEODORE R JR	SALE	15.08	149	2.25K	7.91K
Jan 08, 2016	HARRIS JERROLD B	PURCHASE	14.87	694	10.32K	694
Jan 05, 2016	HARRIS JERROLD B	PURCHASE	14.85	2K	29.7K	9.2K
Jan 04, 2016	HARRIS JERROLD B	PURCHASE	14.74	200	2.95K	7.2K
Dec 29, 2015	HARRIS JERROLD B	PURCHASE	14.68	1K	14.68K	7K
Dec 09, 2014	GABBAY HENRY	SALE	14.02	100	1.4K	0
Dec 20, 2013	CROTHERS ROBERT	PURCHASE	12.84	1K	12.84K	1.6K
Sep 20, 2013	CASTELLANO MICHAEL J	PURCHASE	12.93	800	10.34K	800
Apr 18, 2012	JAECKEL THEODORE R JR	PURCHASE	14.64	2K	29.28K	6.3K
Feb 23, 2012	JPMORGAN CHASE BANK, NATIONAL ASSOCIATION	SALE	100000.00	2.71K	270.8M	2.71K
Jan 09, 2012	BRIGADE LEVERAGED CAPITAL STRUCTURES FUND LTD.	SALE	25000.00	449	11.23M	1.02K
Jan 05, 2012	CITIGROUP INC	SALE	22418.00	4	89.67K	1.78K
Nov 28, 2011	BANK OF AMERICA CORP /DE/	SALE	13.69	3.03K	41.41K	0
Jul 26, 2011	CITIGROUP INC	PURCHASE	22418.00	4	89.67K	1.78K
Jul 26, 2011	BANK OF AMERICA CORP /DE/	SALE	13.15	86	1.13K	0
Apr 15, 2011	BANK OF AMERICA CORP /DE/	SALE	12.31	3	36.93	0
Jan 19, 2011	BANK OF AMERICA CORP /DE/	SALE	11.48	417	4.79K	0
Jan 14, 2011	JAECKEL THEODORE R JR	PURCHASE	11.35	1K	11.35K	4K
Jan 12, 2011	BANK OF AMERICA CORP /DE/	SALE	11.66	100	1.17K	0
Jan 12, 2011	JAECKEL THEODORE R JR	PURCHASE	11.68	1K	11.68K	3K
Nov 22, 2010	BANK OF AMERICA CORP /DE/	SALE	13.11	10	131.1	0
Aug 18, 2010	HARRIS JERROLD B	PURCHASE	14.25	4K	57K	6.12K
Aug 13, 2010	HARRIS JERROLD B	PURCHASE	14.07	2K	28.14K	2.12K
Aug 10, 2010	BANK OF AMERICA CORP /DE/	SALE	13.78	1.7K	23.43K	0
Apr 28, 2010	BANK OF AMERICA CORP /DE/	SALE	13.50	700	9.45K	0
Mar 24, 2010	BANK OF AMERICA CORP /DE/	SALE	13.58	2K	27.16K	0
Feb 24, 2010	BANK OF AMERICA CORP /DE/	SALE	12.97	500	6.49K	0
Feb 04, 2010	BANK OF AMERICA CORP /DE/	SALE	13.35	4.28K	57.08K	0
Jan 15, 2010	GABBAY HENRY	PURCHASE	13.05	100	1.31K	100
Dec 07, 2009	JAECKEL THEODORE R JR	PURCHASE	12.65	1.9K	24.04K	2K
Dec 04, 2009	JAECKEL THEODORE R JR	PURCHASE	12.65	100	1.27K	100
Oct 21, 2009	BANK OF AMERICA CORP /DE/	SALE	12.95	2.8K	36.26K	0
Feb 11, 2008	HARRIS JERROLD B	PURCHASE	15.33	100	1.53K	100
Dec 20, 2007	BECKWITH GEORGE NICHOLAS III	PURCHASE	13.61	100	1.36K	100
Feb 09, 2005	FELDSTEIN KATHLEEN F	PURCHASE	14.91	50	745.5	50
Feb 04, 2005	HUBBARD ROBERT GLENN	PURCHASE	14.84	100	1.48K	100
Jan 13, 2004	DIXON KENT	PURCHASE	14.34	5K	71.7K	5.1K

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