How many institutions own BIT 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 BIT shares is 80, representing 18.1% of the company's common stock.

Who are the major shareholders selling BlackRock Multi-Sector Income Trust stock?

YAKIRA CAPITAL MANAGEMENT, INC., in the last quarter, reduced its stake in BIT by -43.37% restricting it's holding to 172.43 thousand shares of worth nearly $2.16M. PENSIONMARK FINANCIAL GROUP, LLC also lessened -7.44% of the BIT shares from its portfolio, reducing its holding to 11.72 thousand shares of worth $146.72K. DAVENPORT & CO LLC also shunned BIT shares holding by -27.5% last quarter which brought its holding to 12.36 thousand shares worth $154.80K.

Investors who are buying BIT stock?

As per its latest 13F filing, ELCO MANAGEMENT CO., LLC increased its stake in BIT by 14.77% in the last quarter. The institutional holder raised its holding to 53.78 thousand shares having worth more than $673.26K. RAREVIEW CAPITAL LLC also added 20.8% more shares of BIT to its portfolio, raising its holding to 147.76 thousand shares of worth $2.16M. CAPITAL INVESTMENT ADVISORY SERVICES, LLC also increased its BIT shares holding by 43.6% which brought its holding to 160.66 thousand shares worth $2.01M.

BIT's major insiders: who are they?

The insider with the most stakes in BIT is Vibert John , at the company. Additionally, BIT stock is highly held by MUSMANNO THOMAS and Vice President Crothers Robert among others.

Did an insider recently sell BIT stock?

Company executives, directors, and other insiders own N/A percent of BlackRock Multi-Sector Income Trust's stock. Within the last six months, there have been 0 transaction(s) in which BIT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MACLELLAN SCOTT and BLACKROCK HOLDCO 2, INC..

Which insider recently purchased BIT stock?

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

How much of BIT does insiders own?

Around 0 BlackRock Multi-Sector Income Trust shares are held by insiders, which represents about N/A of BIT stock.

Who is the insider with the largest stake?

BIT , Vibert John holds the largest portfolio of the company's shares. BIT shares owned by Vibert total nearly 10.7 thousand.

Which institution holds the most shares in BIT?

ELCO MANAGEMENT CO., LLC is the largest institutional owner in BIT which holds 53.78 thousand shares worth $673.26K or 0.1% of the total BIT shares outstanding followed by RAREVIEW CAPITAL LLC with ownership of 147.76 thousand shares representing 0.28% of the BIT ownership. CAPITAL INVESTMENT ADVISORY SERVICES, LLC is the third largest stakeholder with 160.66 thousand shares or 0.31% of the ownership worth more than $2.01M.

Is BlackRock Multi-Sector 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 BIT is concerned, it is a stock which is not optionable.

Is there a short position on BIT's shares?

Number of BIT 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 BIT shares are there?

As of today, null shares of BIT are outstanding.

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

BIT 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 BIT is null.

BlackRock Multi-Sector Income Trust (BIT) 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

18.1% Percentage of Shares held by All Institutions

18.1% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 18.1% of BIT shares are held by financial institutions. ELCO MANAGEMENT CO., LLC is the top corporate investor, holding 53.78K shares valued at $673.26K. A 0.1% stake in BlackRock Multi-Sector Income Trust is owned by the company. RAREVIEW CAPITAL LLC owns 147.76K shares valued at $2.16M, which translates its holding of 0.28% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ELCO MANAGEMENT CO., LLC	0.1%	53.78K	673.26K	6.92K	+14.77%
Mar 31, 2026	RAREVIEW CAPITAL LLC	0.28%	147.76K	2.16M	25.44K	+20.80%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.31%	160.66K	2.01M	48.78K	+43.60%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.33%	171.66K	2.15M	14.01K	+8.88%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	211.68K	2.65M	7.96K	+3.90%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	1.69%	879.88K	11.02M	42.3K	+5.05%
Mar 31, 2026	YAKIRA CAPITAL MANAGEMENT, INC.	0.33%	172.43K	2.16M	-132.08K	-43.37%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.02%	11.72K	146.72K	-942	-7.44%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.02%	12.19K	152.6K	309	+2.60%
Mar 31, 2026	DAVENPORT & CO LLC	0.02%	12.36K	154.8K	-4.69K	-27.50%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.03%	14.24K	178.32K	0	0
Mar 31, 2026	SEMUS WEALTH PARTNERS LLC	0.03%	14.47K	181.15K	228	+1.60%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.03%	14.83K	186K	53	+0.36%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.03%	15.42K	193.08K	15.42K	+100.00%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.03%	16.89K	211.43K	0	0
Mar 31, 2026	ELM3 FINANCIAL GROUP, LLC	0.03%	17.58K	220.05K	-4.58K	-20.67%
Mar 31, 2026	MARINER, LLC	0.04%	19.88K	244.12K	22	+0.11%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	19.91K	249.28K	405	+2.08%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	21.05K	263.59K	9.88K	+88.46%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.17%	90.96K	1.14M	4.48K	+5.18%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.05%	25.87K	323.92K	-2.27K	-8.06%
Mar 31, 2026	RIVERBRIDGE PARTNERS LLC	0.05%	26.33K	329.61K	-22.34K	-45.91%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.06%	29.38K	367.78K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.04%	22.05K	276.06K	2.93K	+15.31%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.34%	1.22M	15.25M	-545.61K	-30.93%
Mar 31, 2026	MORGAN STANLEY	2.62%	1.36M	17.08M	38.18K	+2.88%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	8.98%	4.68M	58.61M	-280.9K	-5.66%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	93.64K	1.17M	-1.85K	-1.94%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.18%	96.22K	1.2M	25.66K	+36.36%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.2%	103.64K	1.3M	-8.26K	-7.38%
Mar 31, 2026	UBS GROUP AG	0.58%	301.3K	3.77M	41.98K	+16.19%
Mar 31, 2026	INVESCO LTD.	1.05%	545.35K	6.83M	-128.17K	-19.03%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.1%	574.77K	7.2M	105.93K	+22.59%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	78.16K	979K	3.45K	+4.62%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.53%	276.86K	3.47M	15.38K	+5.88%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.71%	369.42K	4.63M	18.89K	+5.39%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.71%	372.53K	4.66M	372.53K	+100.00%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.84%	437.69K	5.48M	271.81K	+163.86%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1%	521.93K	6.53M	-11.19K	-2.10%
Mar 31, 2026	ROYAL BANK OF CANADA	1.12%	584.87K	7.32M	-96.79K	-14.20%
Mar 31, 2026	TORONTO DOMINION BANK	1.82%	949.29K	11.89M	949.29K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	1.11%	580.66K	7.27M	56.5K	+10.78%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	1.17%	612.1K	7.66M	101.62K	+19.91%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.51%	786.07K	9.84M	311.92K	+65.78%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.06%	30.24K	378.61K	-1.17K	-3.73%
Mar 31, 2026		0.06%	33.34K	417.47K	33.34K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.27%	139.62K	1.75M	20.11K	+16.83%
Mar 31, 2026	EVOKE WEALTH, LLC	0.05%	25.49K	319.15K	-2.2K	-7.94%
Mar 31, 2026	RAMIAH INVESTMENT GROUP	0.07%	33.97K	425.25K	-684	-1.97%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.07%	34.16K	427.68K	4.07K	+13.51%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.11%	56.69K	709.72K	56.69K	+100.00%
Mar 31, 2026	PEKIN HARDY STRAUSS, INC.	0.11%	58.45K	731.79K	2.6K	+4.66%
Mar 31, 2026	E&G ADVISORS, LP	0.14%	71.5K	896.37K	-2.3K	-3.12%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.2%	104.59K	1.31M	19.72K	+23.23%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.25%	128.8K	1.61M	-47.18K	-26.81%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.04%	22.77K	285.04K	-2K	-8.08%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	46.65K	584.1K	-3.07K	-6.18%
Mar 31, 2026	SIGNIFICANT WEALTH PARTNERS LLC	0.1%	52.52K	657.5K	52.52K	+100.00%
Mar 31, 2026	TRUEMARK INVESTMENTS, LLC	0.04%	23.17K	290.14K	-18.78K	-44.76%
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.09%	46.52K	595.97K	0	0
Mar 31, 2026	COHEN & STEERS, INC.	0.15%	80K	1M	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.16%	84.29K	1.06M	-3.79K	-4.30%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.26%	137.45K	1.72M	-29.5K	-17.67%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.03%	12.14K	158.55K	12.14K	+100.00%
Dec 31, 2025	SMH CAPITAL ADVISORS INC	0.03%	12.69K	165.66K	43	+0.34%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.04%	14.24K	186.01K	0	0
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.12%	46.86K	611.93K	-19.8K	-29.71%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.31%	119.51K	1.56M	1.57K	+1.33%
Dec 31, 2025	RAREVIEW CAPITAL LLC	0.32%	122.33K	1.79M	43.45K	+55.08%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.43%	166.96K	2.18M	166.96K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.04%	14.78K	193K	-450	-2.95%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.06%	24.77K	323.46K	-4.92K	-16.58%
Dec 31, 2025	EVOKE WEALTH, LLC	0.07%	27.69K	361.65K	-4.62K	-14.29%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.07%	28.14K	367.5K	-3.29K	-10.46%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.08%	29.38K	383.64K	0	0
Dec 31, 2025	CALAMOS ADVISORS LLC	0.08%	30.1K	393.04K	30.1K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	31.41K	410.24K	31.41K	+100.00%
Dec 31, 2025	RAMIAH INVESTMENT GROUP	0.09%	34.65K	452.53K	-24	-0.07%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.11%	41.95K	547.91K	20.49K	+95.50%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	49.73K	649.44K	2.41K	+5.09%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.18%	71.36K	932.01K	-154.91K	-68.46%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.22%	84.87K	1.11M	31.55K	+59.18%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.22%	86.47K	1.13M	679	+0.79%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.23%	88.08K	1.15M	-19.77K	-18.33%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	95.49K	1.25M	-3.32K	-3.36%
Dec 31, 2025	MAREX GROUP PLC	0.29%	110.34K	1.44M	61.36K	+125.30%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.29%	111.88K	1.46M	37.19K	+49.79%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	111.9K	1.46M	-6.23K	-5.28%
Dec 31, 2025	BETA WEALTH GROUP, INC.	0.37%	142.58K	1.86M	142.58K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.41%	157.66K	2.06M	11.52K	+7.88%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.43%	165.88K	2.17M	165.88K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.46%	175.98K	2.3M	-25.63K	-12.71%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.53%	203.72K	2.66M	0	0
Dec 31, 2025	UBS GROUP AG	0.67%	259.31K	3.39M	16.99K	+7.01%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.68%	261.48K	3.41M	-66.24K	-20.21%
Dec 31, 2025	YAKIRA CAPITAL MANAGEMENT, INC.	0.79%	304.51K	3.98M	-2.46K	-0.80%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.23%	474.15K	6.19M	386.38K	+440.17%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.12%	46.52K	607.6K	7.07K	+17.90%
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	0.13%	48.67K	635.63K	-8.95K	-15.53%
Dec 31, 2025	JANE STREET GROUP, LLC	0.13%	51.36K	670.74K	36.85K	+253.97%
Dec 31, 2025	CERITY PARTNERS LLC	0.14%	53.21K	694.91K	0	0
Dec 31, 2025	PEKIN HARDY STRAUSS, INC.	0.14%	55.85K	729.4K	-26.72K	-32.36%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.18%	70.56K	921.53K	70.56K	+100.00%
Dec 31, 2025	E&G ADVISORS, LP	0.19%	73.8K	964.74K	-4.6K	-5.87%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	74.71K	976K	-5.25K	-6.57%
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.04%	15.84K	206.92K	15.84K	+100.00%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.04%	16.89K	220.54K	0	0
Dec 31, 2025	DAVENPORT & CO LLC	0.04%	17.05K	222.73K	-10.34K	-37.75%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.05%	19.12K	249.71K	-107	-0.56%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	19.51K	254.74K	-264	-1.34%
Dec 31, 2025	NOMURA HOLDINGS INC	0.05%	19.63K	256.3K	19.63K	+100.00%
Dec 31, 2025	MARINER, LLC	0.05%	19.86K	259.32K	-78.86K	-79.89%
Dec 31, 2025	ELM3 FINANCIAL GROUP, LLC	0.06%	22.16K	289.36K	-12.3K	-35.69%
Dec 31, 2025	COHEN & STEERS, INC.	0.21%	80K	1.05M	0	0
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.32%	510.48K	6.67M	47.23K	+10.20%
Dec 31, 2025	LPL FINANCIAL LLC	1.36%	524.17K	6.85M	-53.39K	-9.24%
Dec 31, 2025	ROYAL BANK OF CANADA	1.76%	681.66K	8.9M	295.97K	+76.74%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	2.17%	837.58K	10.94M	15.2K	+1.85%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	12.66K	151.9K	1.08K	+9.36%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	12.97K	169.36K	12.97K	+100.00%
Dec 31, 2025	SEMUS WEALTH PARTNERS LLC	0.04%	14.24K	185.98K	-5.28K	-27.05%
Dec 31, 2025	GWN SECURITIES INC.	0.04%	14.62K	190.94K	0	0
Dec 31, 2025	MORGAN STANLEY	3.43%	1.33M	17.32M	-77.4K	-5.51%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	12.83%	4.96M	64.8M	-88.32K	-1.75%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.91%	350.53K	4.58M	6.49K	+1.89%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.21%	468.85K	6.12M	113.52K	+31.95%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.38%	533.11K	6.97M	20.54K	+4.01%
Dec 31, 2025	INVESCO LTD.	1.74%	673.51K	8.8M	235.63K	+53.81%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.04%	14.67K	191.58K	14.67K	+100.00%
Dec 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.04%	15.6K	203.78M	0	0
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	4.56%	1.76M	23.03M	15.32K	+0.88%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	11.36K	148.38K	11.36K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	11.88K	155.15K	-195	-1.61%
Sep 30, 2025	ROYAL BANK OF CANADA	1%	385.68K	5.17M	168.23K	+77.37%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.2%	463.25K	6.2M	463.25K	+100.00%
Sep 30, 2025	INVESCO LTD.	1.13%	437.89K	5.86M	86.36K	+24.57%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.92%	355.33K	4.76M	83.9K	+30.91%
Sep 30, 2025	GRANITESHARES ADVISORS LLC	0.54%	210.14K	2.81M	18.51K	+9.66%
Sep 30, 2025	MAREX GROUP PLC	0.13%	48.97K	655.75K	48.97K	+100.00%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.08%	29.69K	397.52K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.38%	146.14K	1.96M	86.69K	+145.83%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	74.69K	1M	74.69K	+100.00%
Sep 30, 2025	RAMIAH INVESTMENT GROUP	0.09%	34.67K	464.29K	34.67K	+100.00%
Sep 30, 2025	ELM3 FINANCIAL GROUP, LLC	0.09%	34.45K	461.31K	7.19K	+26.38%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	17.24K	230.87K	17.24K	+100.00%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.04%	16.89K	226.12K	16.89K	+100.00%
Sep 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.04%	16.76K	224.35K	16.76K	+100.00%
Sep 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.04%	15.6K	208.92K	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	15.23K	204K	738	+5.09%
Sep 30, 2025	GWN SECURITIES INC.	0.04%	14.62K	195.76K	0	0
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.04%	14.24K	190.71K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	14.15K	189.47K	81	+0.58%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	13.11K	175.59K	-1.27K	-8.84%
Sep 30, 2025	SMH CAPITAL ADVISORS INC	0.03%	12.64K	167.38K	226	+1.82%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	12.08K	161.68K	-435	-3.48%
Sep 30, 2025	BRYN MAWR TRUST CO	0.03%	12K	160.68K	12K	+100.00%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	11.58K	155K	11.58K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	11.57K	154.75K	11.57K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	11.15K	149.34K	-42.91K	-79.37%
Sep 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.03%	11.11K	148K	11.11K	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	9.22K	123.39K	50	+0.55%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	47.32K	633.6K	834	+1.79%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.1%	39.46K	528.36K	39.46K	+100.00%
Sep 30, 2025	EVOKE WEALTH, LLC	0.08%	32.31K	432.58K	-47.2K	-59.37%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.06%	21.46K	287.34K	21.46K	+100.00%
Sep 30, 2025	YAKIRA CAPITAL MANAGEMENT, INC.	0.79%	306.96K	4.11M	306.96K	+100.00%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.14%	53.32K	713.91K	-8.16K	-13.28%
Sep 30, 2025	CERITY PARTNERS LLC	0.14%	53.21K	712.46K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.08%	31.43K	420.84K	9.96K	+46.37%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.08%	29.38K	393.33K	0	0
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.07%	27.97K	375K	27.97K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.33%	512.57K	6.83M	76.61K	+17.57%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.89%	344.04K	4.61M	-459	-0.13%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	327.72K	4.39M	36.73K	+12.62%
Sep 30, 2025	UBS GROUP AG	0.63%	242.32K	3.24M	-38.34K	-13.66%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	118.13K	1.61M	-1.49K	-1.24%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	117.94K	1.58M	52.45K	+80.08%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.28%	107.85K	1.44M	-8.93K	-7.64%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	98.81K	1.32M	-1.42K	-1.42%
Sep 30, 2025	MARINER, LLC	0.26%	98.72K	1.32M	-4.98K	-4.80%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.23%	87.78K	1.18M	-1.32K	-1.48%
Sep 30, 2025	DAVENPORT & CO LLC	0.07%	27.4K	366.86K	-1.95K	-6.63%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.58%	226.27K	3.03M	226.27K	+100.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.53%	203.72K	2.73M	50.93K	+33.33%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.52%	201.61K	2.7M	-14.94K	-6.90%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.32%	125.08K	1.67M	125.08K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.22%	85.8K	1.15M	1.37K	+1.62%
Sep 30, 2025	PEKIN HARDY STRAUSS, INC.	0.21%	82.57K	1.11M	12.2K	+17.34%
Sep 30, 2025	COHEN & STEERS, INC.	0.21%	80K	1.07M	80K	+100.00%
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.2%	78.88K	1.15M	78.88K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	79.96K	1.07M	12.23K	+18.05%
Sep 30, 2025	E&G ADVISORS, LP	0.2%	78.4K	1.05M	0	0
Sep 30, 2025	ELCO MANAGEMENT CO., LLC	0.17%	66.66K	892.51K	66.66K	+100.00%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.15%	57.62K	771.48K	57.62K	+100.00%
Sep 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.14%	53.64K	718.2K	53.64K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	19.77K	265K	-13.95K	-41.37%
Sep 30, 2025	SEMUS WEALTH PARTNERS LLC	0.05%	19.52K	261.4K	-6.6K	-25.25%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.05%	19.23K	257.46K	923	+5.04%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	13.06%	5.05M	67.62M	5.05M	+100.00%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	4.52%	1.75M	23.41M	1.75M	+100.00%
Sep 30, 2025	MORGAN STANLEY	3.63%	1.4M	18.8M	117.12K	+9.10%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	2.13%	822.38K	11.01M	153.61K	+22.97%
Sep 30, 2025	LPL FINANCIAL LLC	1.49%	577.56K	7.73M	62.89K	+12.22%
Sep 30, 2025	ALMITAS CAPITAL LLC	1.33%	514.91K	6.89M	514.91K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	14.39K	210.02K	14.39K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.56%	216.55K	3.16M	-4.28K	-1.94%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.75%	290.99K	4.25M	24.54K	+9.21%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.23%	89.09K	1.3M	-13.88K	-13.48%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.22%	84.43K	1.23M	1.68K	+2.03%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	67.73K	989K	-53.42K	-44.09%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	59.45K	867.91K	1.85K	+3.22%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	54.06K	789.28K	-11.19K	-17.15%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.08%	29.69K	433.45K	-630	-2.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.89%	344.5K	5.03M	-32.57K	-8.64%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.13%	435.96K	6.37M	-177K	-28.88%
Jun 30, 2025	LPL FINANCIAL LLC	1.33%	514.67K	7.51M	215.36K	+71.95%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.06%	21.47K	315.21K	-1K	-4.45%
Jun 30, 2025	SEMUS WEALTH PARTNERS LLC	0.07%	26.12K	381.33K	-1.24K	-4.53%
Jun 30, 2025	DAVENPORT & CO LLC	0.08%	29.35K	428.44K	-2.9K	-8.99%
Jun 30, 2025	GRANITESHARES ADVISORS LLC	0.5%	191.62K	2.8M	11.98K	+6.67%
Jun 30, 2025	SMH CAPITAL ADVISORS INC	0.03%	12.42K	181.27K	-198	-1.57%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	12.51K	182.65K	-599	-4.57%
Jun 30, 2025	MORGAN STANLEY	3.33%	1.29M	18.79B	-65.14K	-4.82%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	1.73%	668.77K	9.76M	-65.11K	-8.87%
Jun 30, 2025	INVESCO LTD.	0.91%	351.53K	5.13M	-3.55K	-1.00%
Jun 30, 2025	EVOKE WEALTH, LLC	0.21%	79.51K	1.16M	0	0
Jun 30, 2025	E&G ADVISORS, LP	0.2%	78.4K	1.14M	-1.1K	-1.38%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	14.07K	205.4K	1.85K	+15.13%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.03%	13.11K	191.38K	812	+6.60%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.03%	11.61K	169.49K	0	0
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.03%	10.48K	152.99K	-500	-4.55%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.03%	10K	146K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	9.98K	145.71K	0	0
Jun 30, 2025	ELM3 FINANCIAL GROUP, LLC	0.07%	27.26K	398.01K	1.73K	+6.76%
Jun 30, 2025	UBS GROUP AG	0.73%	280.67K	4.1M	-573	-0.20%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.7%	271.43K	3.96M	107.91K	+65.99%
Jun 30, 2025	ROYAL BANK OF CANADA	0.56%	217.45K	3.17M	-10.87K	-4.76%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.3%	116.77K	1.7M	8.74K	+8.09%
Jun 30, 2025	MARINER, LLC	0.27%	103.7K	1.51M	21.7K	+26.46%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.34%	132.29K	1.93M	132.29K	+100.00%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	14.49K	212K	14.49K	+100.00%
Jun 30, 2025	GWN SECURITIES INC.	0.04%	14.62K	213.45K	14.62K	+100.00%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.04%	14.24K	207.95K	0	0
Jun 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.04%	15.6K	227.8K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.05%	18.31K	267.26K	226	+1.25%
Jun 30, 2025		0.07%	27.26K	398.01K	1.73K	+6.76%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.08%	29.38K	428.88K	29.38K	+100.00%
Jun 30, 2025	PEKIN HARDY STRAUSS, INC.	0.18%	70.37K	1.03M	46.1K	+189.99%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	33.72K	492K	1.31K	+4.05%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	46.48K	678.68K	4.99K	+12.04%
Jun 30, 2025	CERITY PARTNERS LLC	0.14%	53.21K	776.85K	6	+0.01%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	65.49K	956K	6.84K	+11.65%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	100.24K	1.46M	11.92K	+13.49%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.16%	61.48K	897.59K	4.07K	+7.09%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	119.62K	1.75M	-4.09K	-3.31%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.4%	152.8K	2.23M	0	0
Mar 31, 2025	PEKIN HARDY STRAUSS, INC.	0.06%	24.27K	351.36K	24.27K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	45.37K	657.02K	6.98K	+18.17%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	58.66K	849K	-15	-0.03%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.08%	30.32K	439.01K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.27%	102.97K	1.49M	12.29K	+13.55%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	88.32K	1.28M	19.51K	+28.35%
Mar 31, 2025	MARINER, LLC	0.21%	82K	1.19M	697	+0.86%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.06%	22.47K	325.4K	3.18K	+16.50%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.05%	18.08K	261.77K	502	+2.86%
Mar 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.04%	15.6K	225.93K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	32.41K	469K	-940	-2.82%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	123.71K	1.79M	21.2K	+20.68%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.03%	12.3K	177.8K	70	+0.57%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.03%	12.31K	178.23K	12.31K	+100.00%
Mar 31, 2025	DAVENPORT & CO LLC	0.08%	32.25K	466.91K	-3.05K	-8.65%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	57.59K	833.96K	10.36K	+21.94%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.04%	14.24K	206.24K	743	+5.50%
Mar 31, 2025	MORGAN STANLEY	3.49%	1.35M	19.57M	100.81K	+8.06%
Mar 31, 2025		0.07%	25.54K	369.75K	2.33K	+10.06%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	12.22K	176.95K	30	+0.25%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.97%	377.07K	5.46M	96.28K	+34.29%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.58%	612.97K	8.86M	122.91K	+25.08%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	1.9%	733.88K	10.63M	170K	+30.15%
Mar 31, 2025	EVOKE WEALTH, LLC	0.21%	79.51K	1.15M	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.28%	108.03K	1.56M	108.03K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.3%	114.82K	1.66M	14.48K	+14.43%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	12.29K	177.97K	-287	-2.28%
Mar 31, 2025	SMH CAPITAL ADVISORS INC	0.03%	12.61K	182.66K	-316	-2.44%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	13.11K	189.82K	305	+2.38%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.1%	39.32K	569.34K	-5.93K	-13.10%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	41.49K	600.78K	1.69K	+4.25%
Mar 31, 2025	CERITY PARTNERS LLC	0.14%	53.2K	770.39K	500	+0.95%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.15%	57.41K	831.28K	-834	-1.43%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.27%	105.44K	1.53M	0	0
Mar 31, 2025	GRANITESHARES ADVISORS LLC	0.46%	179.64K	2.6M	10.89K	+6.45%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.57%	220.83K	3.2M	-7.91K	-3.46%
Mar 31, 2025	ROYAL BANK OF CANADA	0.59%	228.32K	3.31M	-15.01K	-6.17%
Mar 31, 2025	SEMUS WEALTH PARTNERS LLC	0.07%	27.36K	396.14K	-5.86K	-17.65%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.4%	152.8K	2.21M	0	0
Mar 31, 2025	E&G ADVISORS, LP	0.21%	79.5K	1.15M	-900	-1.12%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	65.25K	944.84K	-3.23K	-4.72%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.21%	82.75K	1.2M	-2.27K	-2.67%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	121.15K	1.75M	-10.7K	-8.11%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.42%	163.52K	2.37M	77.8K	+90.76%
Mar 31, 2025	INVESCO LTD.	0.92%	355.07K	5.14M	-9.1K	-2.50%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.08%	30.26K	438.17K	-4.31K	-12.47%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	266.45K	3.86M	69.34K	+35.18%
Mar 31, 2025	UBS GROUP AG	0.73%	281.24K	4.07M	-360	-0.13%
Mar 31, 2025	LPL FINANCIAL LLC	0.77%	299.31K	4.33M	-283.41K	-48.64%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.18%	69.56K	1.1M	-2.65K	-3.67%
Mar 31, 2024	FIDUCIARY GROUP LLC	0.05%	18.89K	299.97K	0	0
Mar 31, 2024	MIDWEST HERITAGE BANK, FSB	0.05%	19.16K	304.29K	0	0
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.05%	19.22K	305.13K	-31	-0.16%
Mar 31, 2024	PRIMORIS WEALTH ADVISORS, LLC	0.05%	20.75K	329.51K	-1.5K	-6.74%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	32.69K	519K	32.69K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.1%	36.93K	586.47K	-1.33K	-3.47%
Mar 31, 2024	DAVENPORT & CO LLC	0.1%	38.27K	607.64K	-1.46K	-3.67%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	39.27K	623.67K	925	+2.41%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.13%	47.96K	761.55K	-782	-1.60%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	49.35K	783.72K	1.43K	+2.98%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.14%	52.62K	835.54K	-17.9K	-25.38%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	52.62K	835.63K	841	+1.62%
Mar 31, 2024	CERITY PARTNERS LLC	0.14%	52.7K	836.93K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.14%	54.13K	859.66K	54.13K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.14%	54.15K	860K	1.12K	+2.11%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	54.22K	861.07K	-146.7K	-73.01%
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.15%	57.64K	915.29K	-4.46K	-7.19%
Mar 31, 2024	NORTHERN TRUST CORP	0.16%	59.57K	945.94K	59.57K	+100.00%
Mar 31, 2024	SNOWDEN CAPITAL ADVISORS LLC	0.16%	60.34K	958.23K	45.9K	+317.94%
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.17%	65K	1.03M	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.19%	70.19K	1.11M	21.19K	+43.23%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.2%	76.61K	1.22M	-2.68K	-3.38%
Mar 31, 2024	EVOKE WEALTH, LLC	0.21%	79.34K	1.26M	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.22%	81.42K	1.29M	287	+0.35%
Mar 31, 2024	E&G ADVISORS, LP	0.22%	83.07K	1.32M	-600	-0.72%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	109.33K	1.74M	6.87K	+6.70%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	119.18K	1.89M	-5K	-4.03%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.38%	141.89K	2.25M	-37.09K	-20.72%
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.43%	161.38K	2.56M	1	0.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.47%	178.65K	2.84M	4.63K	+2.66%
Mar 31, 2024	MORGAN STANLEY	2.9%	1.1M	17.4M	-14.54K	-1.31%
Mar 31, 2024	LASALLE ST. INVESTMENT ADVISORS, LLC	0.03%	12.06K	191K	0	0
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	12.54K	199.16K	11	+0.09%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.03%	12.61K	200.23K	5	+0.04%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.03%	12.96K	206K	1.58K	+13.87%
Mar 31, 2024	SMH CAPITAL ADVISORS INC	0.04%	14.65K	232.67K	1.97K	+15.53%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.04%	15.33K	243K	15.33K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.04%	15.54K	246.84K	9.34K	+150.51%
Mar 31, 2024	FIRST CITIZENS FINANCIAL CORP	0.04%	15.6K	247.78K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.05%	17.15K	272.4K	1.15K	+7.15%
Mar 31, 2024	COHEN & STEERS, INC.	0.51%	191.88K	3.05M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.55%	208.99K	3.32M	-11.32K	-5.14%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.6%	228.14K	3.62M	8.34K	+3.79%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.7%	264.59K	4.2M	13.77K	+5.49%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.84%	316.48K	5.03M	0	0
Mar 31, 2024	UBS GROUP AG	0.91%	344.65K	5.47M	-37.74K	-9.87%
Mar 31, 2024	INVESCO LTD.	0.92%	345.78K	5.49M	-22.72K	-6.16%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.63%	617.53K	9.82M	-3.83K	-0.62%
Mar 31, 2024	LPL FINANCIAL LLC	1.26%	475.44K	7.55M	36.88K	+8.41%
Mar 31, 2024	SUGARLOAF WEALTH MANAGEMENT, LLC	0.01%	2.78K	44.18K	-1.87K	-40.20%
Mar 31, 2024	WEST OAK CAPITAL, LLC	0.01%	3.1K	49K	0	0
Mar 31, 2024	ORG PARTNERS LLC	0.01%	3.26K	51.31K	3.26K	+100.00%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	3.45K	54.75K	3.05K	+762.00%
Mar 31, 2024	ANFIELD CAPITAL MANAGEMENT, LLC	0.01%	3.78K	60.06K	3.78K	+100.00%
Mar 31, 2024	PRIVATE TRUST CO NA	0.01%	4.31K	68.43K	0	0
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.02%	5.79K	91.93K	5.79K	+100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0.02%	6.17K	97K	0	0
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	10.33K	164.02K	10.33K	+100.00%
Mar 31, 2024	WILEY BROS.-AINTREE CAPITAL, LLC	0.03%	11.62K	184.59K	183	+1.60%
Dec 31, 2023	MIDWEST HERITAGE BANK, FSB	0.05%	19.16K	287.43K	-1.04K	-5.14%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.05%	19.25K	288.69K	-472	-2.39%
Dec 31, 2023	MORGAN STANLEY	2.94%	1.11M	16.65M	-74.35K	-6.28%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.05%	19.49K	292.28K	0	0
Dec 31, 2023	PRIMORIS WEALTH ADVISORS, LLC	0.06%	22.25K	333.75K	10.25K	+85.42%
Dec 31, 2023	SUNESIS ADVISORS, LLC	0.06%	24.49K	367.35K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.1%	38.26K	573.91K	-4.35K	-10.21%
Dec 31, 2023	FIDUCIARY GROUP LLC	0.05%	18.89K	283.35K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.04%	16.01K	240.13K	-217	-1.34%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.04%	15.7K	235K	-1.57K	-9.09%
Dec 31, 2023	FIRST CITIZENS FINANCIAL CORP	0.04%	15.6K	234.05K	0	0
Dec 31, 2023	SNOWDEN CAPITAL ADVISORS LLC	0.04%	14.44K	216.57K	99	+0.69%
Dec 31, 2023	HRT FINANCIAL LP	0.03%	12.73K	190K	12.73K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	38.35K	575.23K	955	+2.55%
Dec 31, 2023	DAVENPORT & CO LLC	0.11%	39.72K	595.86K	-3.36K	-7.79%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.13%	47.93K	718.9K	-8.05K	-14.38%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.13%	48.74K	731.06K	-4.64K	-8.69%
Dec 31, 2023	SMH CAPITAL ADVISORS INC	0.03%	12.68K	190.23K	-202	-1.57%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.03%	12.6K	189.06K	-3.99K	-24.05%
Dec 31, 2023	JANE STREET GROUP, LLC	0.03%	12.55K	188.25K	12.55K	+100.00%
Dec 31, 2023	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	12.53K	187.96K	-305	-2.38%
Dec 31, 2023	LASALLE ST. INVESTMENT ADVISORS, LLC	0.03%	12.06K	1.81M	-2.13K	-14.98%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.64%	621.36K	9.32M	131.8K	+26.92%
Dec 31, 2023	LPL FINANCIAL LLC	1.16%	438.56K	6.58M	33.33K	+8.23%
Dec 31, 2023	UBS GROUP AG	1.01%	382.39K	5.74M	-3.49K	-0.90%
Dec 31, 2023	INVESCO LTD.	0.98%	368.5K	5.53M	-45.16K	-10.92%
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	0.84%	316.48K	4.75M	54.34K	+20.73%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.66%	250.82K	3.76M	-3.94K	-1.55%
Dec 31, 2023	ROYAL BANK OF CANADA	0.58%	220.31K	3.31M	-9.61K	-4.18%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.58%	219.8K	3.42M	24.01K	+12.26%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.53%	200.92K	3.01M	-4.09K	-2.00%
Dec 31, 2023	COHEN & STEERS, INC.	0.51%	191.88K	2.88M	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.47%	178.99K	2.68M	53.14K	+42.23%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.46%	174.03K	2.61M	-424	-0.24%
Dec 31, 2023	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.43%	161.38K	2.42M	161.38K	+100.00%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.33%	124.18K	1.86M	-31K	-19.98%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	102.47K	1.54M	-958	-0.93%
Dec 31, 2023	E&G ADVISORS, LP	0.22%	83.67K	1.25M	-5.85K	-6.54%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.21%	81.13K	1.22M	7.26K	+9.83%
Dec 31, 2023	EVOKE WEALTH, LLC	0.21%	79.34K	1.19M	-2.16K	-2.65%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.21%	79.29K	1.19M	-1.47K	-1.82%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.19%	72.21K	1.09M	13.2K	+22.37%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.19%	70.52K	1.06M	516	+0.74%
Dec 31, 2023	WEALTHSPIRE ADVISORS, LLC	0.17%	65K	975K	0	0
Dec 31, 2023		0.16%	62.17K	932.6K	62.17K	+100.00%
Dec 31, 2023	SEMUS WEALTH PARTNERS LLC	0.16%	62.1K	931.51K	364	+0.59%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.14%	53.03K	795K	-1.34K	-2.46%
Dec 31, 2023	CERITY PARTNERS LLC	0.14%	52.7K	790.55K	3	+0.01%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	51.78K	776.7K	42.32K	+447.18%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.13%	49.01K	735.11K	21.03K	+75.15%

Insiders

Among the BIT insiders holding of N/A of the stake in company, VIBERT JOHN, , holds the largest shares of 10.7K. MUSMANNO THOMAS, , is the second largest BIT insider with ownership of 2K shares. CROTHERS ROBERT, Vice President, stands third with possession of 1.89K shares of that stake.

Insiders	Designation	Shares Held
VIBERT JOHN		10.7K
MUSMANNO THOMAS		2K
CROTHERS ROBERT	Vice President	1.89K
CASTELLANO MICHAEL J	director	600
DICKSTEIN AKIVA		500
GABBAY HENRY	director	100
CAVANAGH RICHARD	director	100
HARRIS STAYCE D.	director	10
MACLELLAN SCOTT		0
BLACKROCK HOLDCO 2, INC.		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 29, 2024	HARRIS STAYCE D.	PURCHASE	14.78	10	147.75	10
Oct 26, 2023	MACLELLAN SCOTT	SALE	13.73	492	6.75K	0
Oct 25, 2023	MACLELLAN SCOTT	SALE	13.70	1	11.06	492
Oct 24, 2023	MACLELLAN SCOTT	SALE	13.82	644	8.9K	493
Jan 16, 2019	GABBAY HENRY	PURCHASE	16.06	90	1.45K	100
Jan 15, 2019	GABBAY HENRY	PURCHASE	16.04	10	160.4	10
May 01, 2015	BLACKROCK HOLDCO 2, INC.	SALE	17.56	6.96K	122.26K	0
Dec 12, 2014	CASTELLANO MICHAEL J	PURCHASE	17.01	600	10.21K	600
Feb 06, 2014	CROTHERS ROBERT	PURCHASE	17.30	317	5.48K	1.89K
Aug 13, 2013	CROTHERS ROBERT	PURCHASE	16.34	750	12.25K	1.51K
Jun 13, 2013	CAVANAGH RICHARD	PURCHASE	17.68	100	1.77K	100
Jun 10, 2013	CROTHERS ROBERT	PURCHASE	17.60	750	13.2K	750
Jun 04, 2013	DICKSTEIN AKIVA	PURCHASE	17.75	500	8.88K	500
Jun 04, 2013	VIBERT JOHN	PURCHASE	17.05	5.5K	93.78K	10.7K
May 14, 2013	VIBERT JOHN	PURCHASE	18.90	2.6K	49.14K	5.2K
Apr 26, 2013	MUSMANNO THOMAS	PURCHASE	18.94	2K	37.88K	2K
Apr 26, 2013	VIBERT JOHN	PURCHASE	18.92	2.6K	49.19K	2.6K

Frequently Asked Questions