How many institutions own BME 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 BME shares is 80, representing 23.79% of the company's common stock.

Who are the major shareholders selling BlackRock Health Sciences Trust stock?

CORNERSTONE ADVISORY, LLC, in the last quarter, reduced its stake in BME by -3.75% restricting it's holding to 58.91 thousand shares of worth nearly $2.42M. UBS GROUP AG also lessened -1.26% of the BME shares from its portfolio, reducing its holding to 104.29 thousand shares of worth $4.29M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also shunned BME shares holding by -1.24% last quarter which brought its holding to 15.87 thousand shares worth $652.81K.

Investors who are buying BME stock?

As per its latest 13F filing, SPIRE WEALTH MANAGEMENT increased its stake in BME by 24.47% in the last quarter. The institutional holder raised its holding to 234 shares having worth more than $9.62K. LASALLE ST. INVESTMENT ADVISORS, LLC also added 100% more shares of BME to its portfolio, raising its holding to 5.09 thousand shares of worth $209.00K. TCG ADVISORY SERVICES, LLC also increased its BME shares holding by 100% which brought its holding to 7 thousand shares worth $287.91K.

BME's major insiders: who are they?

The insider with the most stakes in BME is Egan Cynthia , director at the company. Additionally, BME stock is highly held by director Davis Dick and director DIXON KENT among others.

Did an insider recently sell BME stock?

Company executives, directors, and other insiders own N/A percent of BlackRock Health Sciences Trust's stock. Within the last six months, there have been 0 transaction(s) in which BME insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GABBAY HENRY.

Which insider recently purchased BME stock?

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

How much of BME does insiders own?

Around 0 BlackRock Health Sciences Trust shares are held by insiders, which represents about N/A of BME stock.

Who is the insider with the largest stake?

BME director, Egan Cynthia holds the largest portfolio of the company's shares. BME shares owned by Egan total nearly 3.74 thousand.

Which institution holds the most shares in BME?

CORNERSTONE ADVISORY, LLC is the largest institutional owner in BME which holds 58.91 thousand shares worth $2.42M or 0.46% of the total BME shares outstanding followed by UBS GROUP AG with ownership of 104.29 thousand shares representing 0.81% of the BME ownership. PHYSICIAN WEALTH ADVISORS, INC. is the third largest stakeholder with 232 shares or 0% of the ownership worth more than $9.54K.

Is BlackRock Health Sciences 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 BME is concerned, it is a stock which is not optionable.

Is there a short position on BME's shares?

Number of BME 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 BME shares are there?

As of today, null shares of BME are outstanding.

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

BME 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 BME is null.

BlackRock Health Sciences Trust (BME) 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

23.79% Percentage of Shares held by All Institutions

23.79% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 23.79% of BME shares are held by financial institutions. CORNERSTONE ADVISORY, LLC is the top corporate investor, holding 58.91K shares valued at $2.42M. A 0.46% stake in BlackRock Health Sciences Trust is owned by the company. UBS GROUP AG owns 104.29K shares valued at $4.29M, which translates its holding of 0.81% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CORNERSTONE ADVISORY, LLC	0.46%	58.91K	2.42M	-2.3K	-3.75%
Dec 31, 2025	UBS GROUP AG	0.81%	104.29K	4.29M	-1.34K	-1.26%
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	232	9.54K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0%	234	9.62K	46	+24.47%
Dec 31, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.04%	5.09K	209K	5.09K	+100.00%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.05%	7K	287.91K	7K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	15.87K	652.81K	-200	-1.24%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.54%	69.57K	2.86M	564	+0.82%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	1.1%	141.66K	5.83M	73.34K	+107.35%
Dec 31, 2025	INVESCO LTD.	1.48%	191.86K	7.89M	-25.31K	-11.65%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	1.77%	229.26K	9.43M	75.96K	+49.55%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	479	19.7K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	500	20.57K	500	+100.00%
Dec 31, 2025	TRUST CO OF VERMONT	0%	500	20.57K	500	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	105.67K	4.35M	1.46K	+1.40%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.2%	154.74K	6.36M	-185.72K	-54.55%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.24%	289.42K	11.9M	73.02K	+33.74%
Dec 31, 2025	MORGAN STANLEY	2.68%	345.79K	14.22M	16.86K	+5.12%
Dec 31, 2025	NOVA R WEALTH, INC.	1.78%	230.69K	9.49M	-23.04K	-9.08%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	27.92K	1.15M	-699	-2.44%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.2%	26.02K	1.07M	10.14K	+63.80%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	26.7K	1.1M	-10.81K	-28.83%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	32.4K	1.33M	6.39K	+24.57%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	32.66K	1.34M	-6.15K	-15.86%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.18%	22.76K	936.2K	4.47K	+24.46%
Dec 31, 2025	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.29%	37.86K	1.56M	0	0
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.13%	17.28K	710.79K	-1.98K	-10.28%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.34%	43.63K	1.79M	9.13K	+26.47%
Dec 31, 2025	NFP RETIREMENT, INC.	0.36%	46.25K	1.9M	2.08K	+4.70%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	46.48K	1.91M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.44%	56.77K	2.33M	-534	-0.93%
Dec 31, 2025		0.05%	6.44K	264.96K	-2.27K	-26.02%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	200	8.23K	0	0
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0%	200	8.23K	-200	-50.00%
Dec 31, 2025	DUNHILL FINANCIAL, LLC	0%	250	10.28K	250	+100.00%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	300	12.34K	0	0
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0%	420	17.28K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	438	18.03K	7	+1.62%
Dec 31, 2025	BROWN BROTHERS HARRIMAN & CO	0%	590	24.27K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	4.9K	201.5K	0	0
Dec 31, 2025	WATERFRONT WEALTH INC.	0.04%	5.28K	223.13K	-300	-5.38%
Dec 31, 2025	SAGE INVESTMENT COUNSEL LLC	0.04%	5.4K	222.1K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	6.45K	265.29K	3.35K	+108.33%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	7.17K	294.81K	1.55K	+27.48%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	7.24K	297.74K	-434	-5.66%
Dec 31, 2025	HBK SORCE ADVISORY LLC	0.1%	13.16K	554.04K	476	+3.75%
Dec 31, 2025	HARA CAPITAL LLC	0.12%	15.35K	631.47K	0	0
Dec 31, 2025	OPPENHEIMER & CO INC	0.05%	6.79K	279.19K	73	+1.09%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	6.81K	280.14K	1.31K	+23.72%
Dec 31, 2025	JANE STREET GROUP, LLC	0.05%	6.83K	281.04K	128	+1.91%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.06%	7.28K	299.37K	7.28K	+100.00%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.08%	10.44K	429.52K	10.44K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	13.22K	543.65K	1.48K	+12.59%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	13.54K	556.81K	-57	-0.42%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	18.56K	763.32K	-2.89K	-13.46%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	20K	823K	-3.74K	-15.77%
Dec 31, 2025	ROYAL BANK OF CANADA	1.24%	160.46K	6.6M	18.44K	+12.99%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	580	23.86K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	983	40.41K	-434	-30.63%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.05K	84.32K	0	0
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.02%	2.38K	97.89K	-400	-14.39%
Dec 31, 2025	COMERICA BANK	0.04%	4.68K	192.57K	-125	-2.60%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.07%	9.57K	393.78K	-1.03K	-9.67%
Dec 31, 2025	DIVERSIFIED ENTERPRISES, LLC	0.08%	10.93K	449.55K	87	+0.80%
Dec 31, 2025	NBC SECURITIES, INC.	0.09%	11.83K	486.45K	-82	-0.69%
Dec 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.09%	12.1K	182.09K	258	+2.18%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.1%	12.89K	529.96K	2.3K	+21.74%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	37.51K	1.38M	-2.13K	-5.36%
Sep 30, 2025	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.29%	37.86K	1.41M	-685	-1.78%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	38.81K	1.45M	334	+0.87%
Sep 30, 2025	LPL FINANCIAL LLC	0.44%	57.3K	2.13M	2.95K	+5.43%
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.47%	61.21K	2.28M	-78.19K	-56.09%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.47%	61.35K	2.28M	14.41K	+30.70%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.53%	69.01K	2.57M	-1.94K	-2.74%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.1K	115.26K	-144	-4.44%
Sep 30, 2025	COMERICA BANK	0.04%	4.81K	178.97K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	4.9K	182.39K	0	0
Sep 30, 2025	SAGE INVESTMENT COUNSEL LLC	0.04%	5.4K	201.04K	5.4K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	11.74K	437.11K	-466	-3.82%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.12%	15.89K	591.4K	10.12K	+175.59%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	16.07K	598.33K	84	+0.53%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.63%	340.46K	12.68M	-11.71K	-3.33%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.02%	2.78K	103.5K	469	+20.29%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.05K	76.32K	0	0
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	590	21.97K	0	0
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	580	21.59K	580	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.04%	5.51K	204.95K	5.51K	+100.00%
Sep 30, 2025	WATERFRONT WEALTH INC.	0.04%	5.58K	212.69K	0	0
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0%	420	15.64K	0	0
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0%	400	14.89K	400	+100.00%
Sep 30, 2025	BRYN MAWR TRUST CO	0%	400	14.89K	0	0
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	300	11.17K	300	+100.00%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	232	8.64K	0	0
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	200	7.45K	200	+100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	188	7K	0	0
Sep 30, 2025	INVESTORS RESEARCH CORP	0%	150	5.59K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	147	5.46K	-48	-24.62%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	45	649	-1.48K	-97.04%
Sep 30, 2025	ROYAL BANK OF CANADA	1.1%	142.02K	5.29M	818	+0.58%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	104.2K	3.88M	7.07K	+7.28%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	447	16.64K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	431	16.05K	9	+2.13%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.14%	18.29K	680.88K	3.36K	+22.49%
Sep 30, 2025	UBS GROUP AG	0.82%	105.62K	3.93M	-10.6K	-9.12%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	7.67K	285.68K	790	+11.48%
Sep 30, 2025	DIVERSIFIED ENTERPRISES, LLC	0.08%	10.84K	403.67K	-1.14K	-9.50%
Sep 30, 2025	INVESCO LTD.	1.68%	217.17K	8.09M	15.38K	+7.62%
Sep 30, 2025	NOVA R WEALTH, INC.	1.96%	253.73K	9.45M	-27.62K	-9.82%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.53%	68.32K	2.54M	15.65K	+29.71%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	5.62K	209.33K	5.62K	+100.00%
Sep 30, 2025	L.M. KOHN & COMPANY	0.04%	5.69K	211.76K	-260	-4.37%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.15%	19.26K	717.15K	2.21K	+12.97%
Sep 30, 2025	OWEN LARUE, LLC	0.05%	6.04K	224.67K	-763	-11.22%
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	6.71K	249.63K	6.71K	+100.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	6.72K	250K	373	+5.88%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	6.9K	256.74K	-38	-0.55%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.67%	216.4K	8.06M	34.22K	+18.78%
Sep 30, 2025		0.07%	8.71K	324.2K	8.71K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.17%	21.45K	798.4K	-1.03K	-4.59%
Sep 30, 2025	MORGAN STANLEY	2.55%	328.93K	12.25M	-30.89K	-8.58%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.42%	54.52K	2.03M	15.64K	+40.24%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	23.74K	884K	-3K	-11.20%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	26.01K	968K	-1.65K	-5.97%
Sep 30, 2025	NFP RETIREMENT, INC.	0.34%	44.18K	1.64M	-335	-0.75%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	46.48K	1.73M	11.37K	+32.39%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.19%	153.3K	5.71M	-200	-0.13%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.08%	10.58K	394.05K	918	+9.50%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.08%	10.6K	394.6K	4.37K	+70.21%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.09%	11.43K	425.5K	11.43K	+100.00%
Sep 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.09%	11.84K	170.75K	400	+3.50%
Sep 30, 2025	NBC SECURITIES, INC.	0.09%	11.91K	443.37K	223	+1.91%
Sep 30, 2025	HBK SORCE ADVISORY LLC	0.1%	12.68K	475.54K	1.08K	+9.33%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	13.59K	506.13K	-591	-4.17%
Sep 30, 2025	HARA CAPITAL LLC	0.12%	15.35K	571.59K	-360	-2.29%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	28.62K	1.07M	-905	-3.07%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.27%	34.5K	1.28M	34.5K	+100.00%
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	1.05%	139.4K	5.08M	-11.14K	-7.40%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.4%	52.67K	1.92M	957	+1.85%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.35%	46.94K	1.71M	-10.58K	-18.40%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.29%	38.88K	1.42M	10.01K	+34.68%
Jun 30, 2025	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.29%	38.55K	1.41M	38.55K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	14.19K	517.19K	1.11K	+8.50%
Jun 30, 2025		0.09%	11.98K	436.82K	103	+0.87%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	12.21K	445.03K	-208	-1.68%
Jun 30, 2025	NBC SECURITIES, INC.	0.09%	11.69K	426K	25	+0.21%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.08%	10.59K	386.26K	10.59K	+100.00%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.07%	9.41K	334.49K	9.41K	+100.00%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.02%	2.31K	84.26K	0	0
Jun 30, 2025	NFP RETIREMENT, INC.	0.34%	44.51K	1.62M	-12.21K	-21.53%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	39.63K	1.45M	-559	-1.39%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	38.48K	1.4M	3.4K	+9.70%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	29.52K	1.08M	4.77K	+19.28%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	27.66K	1.01M	-2.9K	-9.48%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	26.74K	975K	-23.92K	-47.21%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.17%	22.48K	819.52K	-3.51K	-13.50%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.13%	17.05K	621.68K	17.05K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	15.99K	582.9K	-1.47K	-8.42%
Jun 30, 2025	HARA CAPITAL LLC	0.12%	15.71K	572.9K	-1.5K	-8.71%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.11%	14.93K	544.36K	7.75K	+108.05%
Jun 30, 2025	DIVERSIFIED ENTERPRISES, LLC	0.09%	11.98K	436.82K	103	+0.87%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.24K	118.13K	-16	-0.49%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	590	21.51K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	447	16.3K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	422	15.4K	9	+2.18%
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0%	420	15.31K	0	0
Jun 30, 2025	BRYN MAWR TRUST CO	0%	400	14.58K	0	0
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	232	8.46K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.66%	352.17K	12.84M	9.66K	+2.82%
Jun 30, 2025	NOVA R WEALTH, INC.	2.12%	281.35K	10.26M	-32.5K	-10.35%
Jun 30, 2025	INVESCO LTD.	1.52%	201.79K	7.36M	1.05K	+0.52%
Jun 30, 2025	UBS GROUP AG	0.88%	116.22K	4.24M	-18.69K	-13.86%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.54%	70.95K	2.59M	3.34K	+4.94%
Jun 30, 2025	LPL FINANCIAL LLC	0.41%	54.35K	1.98M	-270	-0.49%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.26%	35.11K	1.28M	35.11K	+100.00%
Jun 30, 2025	HBK SORCE ADVISORY LLC	0.09%	11.6K	423K	2.48K	+27.13%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.09%	11.44K	163.15K	739	+6.91%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	6.93K	252.81K	6.93K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	6.88K	250.97K	-154	-2.19%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.05%	6.52K	237.87K	6.52K	+100.00%
Jun 30, 2025	OPPENHEIMER & CO INC	0.05%	6.34K	231.23K	47	+0.75%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.05%	6.23K	227.04K	-344	-5.24%
Jun 30, 2025	L.M. KOHN & COMPANY	0.04%	5.95K	216.86K	-704	-10.58%
Jun 30, 2025	WATERFRONT WEALTH INC.	0.04%	5.58K	203.27K	0	0
Jun 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.04%	5K	182.3K	5K	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	4.9K	178.62K	3.27K	+200.00%
Jun 30, 2025	OWEN LARUE, LLC	0.05%	6.8K	247.87K	6.8K	+100.00%
Jun 30, 2025	CALAMOS ADVISORS LLC	0.04%	5.76K	210.16K	-726	-11.19%
Jun 30, 2025	COMERICA BANK	0.04%	4.81K	175.26K	0	0
Jun 30, 2025	MORGAN STANLEY	2.71%	359.82K	13.12B	-9.11K	-2.47%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.07%	9.67K	352.43K	3.14K	+48.02%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	1.69%	224.52K	3.22M	224.52K	+100.00%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	1.16%	153.5K	5.6M	12.39K	+8.78%
Jun 30, 2025	ROYAL BANK OF CANADA	1.07%	141.2K	5.15M	-2.34K	-1.63%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.05K	74.74K	2.05K	+100.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	1.6K	58.15K	-667	-29.49%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	195	7.11K	4	+2.09%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	188	6.85K	0	0
Jun 30, 2025	INVESTORS RESEARCH CORP	0%	150	5.47K	150	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	100	3.65M	100	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.37%	182.19K	6.64M	9.07K	+5.24%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	97.14K	3.54M	8.02K	+9.00%
Mar 31, 2025	HARA CAPITAL LLC	0.13%	17.21K	665.11K	-4.73K	-21.56%
Mar 31, 2025	NOVA R WEALTH, INC.	2.37%	313.85K	12.13M	-6.4K	-2.00%
Mar 31, 2025	INVESCO LTD.	1.51%	200.74K	7.76M	-22.58K	-10.11%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.31%	173.12K	6.69M	25.16K	+17.01%
Mar 31, 2025	CORNERSTONE ADVISORY, LLC	1.14%	150.54K	5.51M	-1.76K	-1.16%
Mar 31, 2025	ROYAL BANK OF CANADA	1.08%	143.55K	5.55M	684	+0.48%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	40.19K	1.55M	8.88K	+28.36%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	35.07K	1.36M	2.29K	+6.98%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.05%	6.57K	253.9K	400	+6.48%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	1.06%	141.11K	5.45M	-34.9K	-19.83%
Mar 31, 2025	UBS GROUP AG	1.02%	134.92K	5.21M	-4.67K	-3.35%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	50.65K	1.96M	6.26K	+14.09%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	30.56K	1.18M	-9.34K	-23.40%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.2%	25.99K	1M	-544	-2.05%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.22%	28.87K	1.12M	-3.57K	-10.99%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.15K	44.49K	-568	-33.04%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	89.11K	3.44M	3.43K	+4.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.51%	67.61K	2.61M	-105.22K	-60.88%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.43%	57.52K	2.22M	-52.98K	-47.95%
Mar 31, 2025	SUMMA CORP.	0.07%	9.4K	363.38K	-3.64K	-27.92%
Mar 31, 2025	LPL FINANCIAL LLC	0.41%	54.62K	2.11M	2.12K	+4.05%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	0.39%	51.72K	2M	-14.24K	-21.59%
Mar 31, 2025	NBC SECURITIES, INC.	0.09%	11.66K	450	11.64K	+50,600.00%
Mar 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.08%	10.7K	159.46K	-12.44K	-53.75%
Mar 31, 2025	HBK SORCE ADVISORY LLC	0.07%	9.13K	352.62K	932	+11.37%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.05%	7.18K	277.3K	320	+4.67%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	7.04K	271.92K	517	+7.93%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	6.78K	261.79K	-13.34K	-66.31%
Mar 31, 2025	L.M. KOHN & COMPANY	0.05%	6.65K	257.04K	2	+0.03%
Mar 31, 2025	CALAMOS ADVISORS LLC	0.05%	6.49K	250.77K	6.49K	+100.00%
Mar 31, 2025	OPPENHEIMER & CO INC	0.05%	6.3K	243.24K	486	+8.37%
Mar 31, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.04%	5.74K	221.87K	-199	-3.35%
Mar 31, 2025	FOUNTAINHEAD AM, LLC	0.04%	5.29K	204.19K	5.29K	+100.00%
Mar 31, 2025	COMERICA BANK	0.04%	4.81K	185.74K	353	+7.93%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.26K	125.81K	16	+0.49%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	24.75K	956.34K	-4.63K	-15.75%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	13.07K	505.19K	-1.31K	-9.13%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	12.41K	479.67K	546	+4.60%
Mar 31, 2025	WATERFRONT WEALTH INC.	0.04%	5.58K	215.42K	0	0
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.02%	2.31K	89.3K	0	0
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.02%	2.26K	87.4K	2.26K	+100.00%
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.13%	17.46K	674.62K	-13.61K	-43.80%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	17.46K	674.57K	-857	-4.68%
Mar 31, 2025	MORGAN STANLEY	2.78%	368.93K	14.26M	-16.84K	-4.37%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.58%	342.51K	13.23M	3.54K	+1.04%
Mar 31, 2025		0.01%	1.5K	57.96K	-800	-34.78%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.63K	63.1K	0	0
Mar 31, 2024	NOVA R WEALTH, INC.	2.57%	357.87K	14.83M	-19.9K	-5.27%
Mar 31, 2024	CALAMOS ADVISORS LLC	0.04%	5.38K	223.11K	5.38K	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.04%	5.86K	242.63K	0	0
Mar 31, 2024	HBK SORCE ADVISORY LLC	0.05%	7.01K	290.44K	884	+14.43%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.05%	7.02K	290.76K	1.39K	+24.75%
Mar 31, 2024	PRIMORIS WEALTH ADVISORS, LLC	0.05%	7.06K	292.63K	-174	-2.40%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	7.3K	302.51K	-5.28K	-41.95%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.05%	7.38K	305.95K	0	0
Mar 31, 2024	WATERFRONT WEALTH INC.	0.05%	7.58K	296.11K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.05%	7.61K	315.36K	448	+6.26%
Mar 31, 2024	DIVERSIFIED, LLC	0.09%	11.86K	491.29K	30	+0.25%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.09%	13.06K	541.37K	13.06K	+100.00%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.12%	16.99K	704.14K	170	+1.01%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.12%	17.2K	712.71K	-135	-0.78%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.13%	17.86K	740.24K	-140	-0.78%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	19.01K	788.02K	2.75K	+16.93%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.14%	19.11K	791.99K	19.11K	+100.00%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.15%	20.39K	844.84K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.16%	22.29K	923.78K	87	+0.39%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.18%	24.47K	1.01M	-8.74K	-26.31%
Mar 31, 2024	NBC SECURITIES, INC.	0.19%	26.28K	1.19M	-323	-1.21%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.2%	27.84K	1.15M	2.12K	+8.25%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.21%	28.75K	1.19M	-247	-0.85%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.24%	33.34K	1.38M	-434	-1.29%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	16.9K	700.54K	1.1K	+6.95%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	47.82K	1.98M	47.82K	+100.00%
Mar 31, 2024	MORGAN STANLEY	2.76%	384.71K	15.94M	6.6K	+1.75%
Mar 31, 2024	UBS GROUP AG	1.06%	147.4K	6.11M	39.83K	+37.02%
Mar 31, 2024	INVESCO LTD.	1.22%	170.69K	7.07M	-35.79K	-17.33%
Mar 31, 2024	HOEY INVESTMENTS, INC	0%	231	9.57K	-30	-11.49%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	377	15.61K	6	+1.62%
Mar 31, 2024	CWM, LLC	0%	400	17K	0	0
Mar 31, 2024	BROWN BROTHERS HARRIMAN & CO	0%	590	24.45K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.01%	983	40.74K	0	0
Mar 31, 2024	PRIVATE TRUST CO NA	0.01%	1.06K	44.05K	0	0
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0.02%	2.11K	87.44K	1.35K	+177.63%
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.02%	3.05K	126.48K	-238	-7.23%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	3.63K	150.34K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	3.18%	443.11K	18.36M	50.06K	+12.74%
Mar 31, 2024	COMERICA BANK	0.04%	5.19K	214.95K	-250	-4.60%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.04%	5.21K	216K	5.21K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.04%	5.26K	217.77K	0	0
Mar 31, 2024	L.M. KOHN & COMPANY	0.06%	7.69K	318.48K	-97	-1.25%
Mar 31, 2024	CORRADO ADVISORS, LLC	0.07%	9.29K	384.77K	9.29K	+100.00%
Mar 31, 2024	OWEN LARUE, LLC	0.07%	9.44K	391.25K	83	+0.89%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.07%	9.46K	392.19K	-2.5K	-20.90%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.07%	10.18K	421.9K	7	+0.07%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	10.69K	442.94K	318	+3.07%
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.08%	10.93K	452.96K	-814	-6.93%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.1%	13.83K	573.23K	13.83K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.3%	41.95K	1.74M	1.27K	+3.13%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	52.37K	2.17M	2.26K	+4.51%
Mar 31, 2024	LPL FINANCIAL LLC	0.47%	65.89K	2.73M	-410	-0.62%
Mar 31, 2024	LM ADVISORS LLC	0.77%	107.34K	1.76M	107.34K	+100.00%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.89%	123.48K	5.12M	-48.27K	-28.10%
Mar 31, 2024	ROYAL BANK OF CANADA	0.98%	137.34K	5.69M	11.92K	+9.51%
Mar 31, 2024	CORNERSTONE ADVISORY, LLC	1%	139.02K	5.76M	20.28K	+17.08%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.27%	177.54K	7.36M	21.2K	+13.56%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.3%	181.3K	7.51M	17.38K	+10.60%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.18%	22.21K	898.41K	-2.53K	-10.21%
Dec 31, 2023	NBC SECURITIES, INC.	0.21%	26.6K	1.08M	-1.61K	-5.70%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.23%	28.99K	1.17M	3.36K	+13.10%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.26%	33.2K	1.34M	27.53K	+485.74%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.27%	33.77K	1.36M	-3.63K	-9.70%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.32%	40.67K	1.65M	1.38K	+3.50%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	50.11K	2.03M	410	+0.83%
Dec 31, 2023	LPL FINANCIAL LLC	0.53%	66.3K	2.68M	-952	-1.42%
Dec 31, 2023	UBS GROUP AG	0.85%	107.58K	4.35M	-7.42K	-6.45%
Dec 31, 2023	CORNERSTONE ADVISORY, LLC	0.94%	118.74K	4.8M	15.86K	+15.42%
Dec 31, 2023	ROYAL BANK OF CANADA	0.99%	125.42K	5.07M	14.65K	+13.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.24%	156.34K	6.32M	-19.01K	-10.84%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.3%	163.93K	6.63M	-9.45K	-5.45%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	1.36%	171.74K	6.95M	83.65K	+94.96%
Dec 31, 2023	INVESCO LTD.	1.64%	206.49K	8.35M	21.97K	+11.91%
Dec 31, 2023	NOVA R WEALTH, INC.	3%	377.77K	15.28M	-22.61K	-5.65%
Dec 31, 2023	MORGAN STANLEY	3%	378.11K	15.3M	37.81K	+11.11%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.2%	25.72K	1.04M	809	+3.25%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.12%	393.06K	15.9M	37.56K	+10.56%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.8K	72.84K	537	+42.52%
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.03%	3.29K	133.11K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.03%	3.51K	141.93K	-5.63K	-61.61%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	3.63K	146.79K	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.04%	5.26K	212.62K	5.26K	+100.00%
Dec 31, 2023	COMERICA BANK	0.04%	5.44K	219.98K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.04%	5.62K	227.61K	-4.77K	-45.88%
Dec 31, 2023	OPPENHEIMER & CO INC	0.05%	5.86K	236.89K	-250	-4.10%
Dec 31, 2023	HBK SORCE ADVISORY LLC	0.05%	6.13K	247.83K	249	+4.24%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.06%	7.16K	289.78K	7.16K	+100.00%
Dec 31, 2023	PRIMORIS WEALTH ADVISORS, LLC	0.06%	7.24K	288.75K	1	+0.01%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.06%	7.38K	298.72K	7.38K	+100.00%
Dec 31, 2023	WATERFRONT WEALTH INC.	0.06%	7.58K	306.49K	0	0
Dec 31, 2023	L.M. KOHN & COMPANY	0.06%	7.78K	314.85K	704	+9.95%
Dec 31, 2023	OWEN LARUE, LLC	0.07%	9.36K	378.61K	-2.57K	-21.53%
Dec 31, 2023	JANE STREET GROUP, LLC	0.08%	10.1K	408.81K	10.1K	+100.00%
Dec 31, 2023	FOUNDERS FINANCIAL ALLIANCE, LLC	0.08%	10.17K	411.66K	-449	-4.23%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.08%	10.37K	419.61K	1.6K	+18.19%
Dec 31, 2023	SEMUS WEALTH PARTNERS LLC	0.09%	11.75K	475.2K	-592	-4.80%
Dec 31, 2023	DIVERSIFIED, LLC	0.09%	11.83K	478.45K	-418	-3.41%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.09%	11.96K	484.06K	-1.48K	-11.00%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.1%	12.58K	508.79K	-1.1K	-8.04%
Dec 31, 2023		0.1%	13.05K	527.89K	13.05K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.12%	15.6K	639.09K	283	+1.85%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	15.81K	639.51K	-856	-5.14%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.13%	16.26K	657.53K	-9.69K	-37.35%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.13%	16.82K	680.63K	7.76K	+85.53%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.14%	17.33K	716.95K	9.65K	+125.61%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.14%	18K	728.4K	18K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	19.28K	477K	19.28K	+100.00%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.16%	20.39K	824.86K	5.26K	+34.75%

Insiders

Among the BME insiders holding of N/A of the stake in company, EGAN CYNTHIA, director, holds the largest shares of 3.74K. DAVIS DICK, director, is the second largest BME insider with ownership of 875 shares. DIXON KENT, director, stands third with possession of 600 shares of that stake.

Insiders	Designation	Shares Held
EGAN CYNTHIA	director	3.74K
DAVIS DICK	director	875
DIXON KENT	director	600
ROBARDS KAREN P	director	500
CASTELLANO MICHAEL J	director	400
MCCLEMENTS KYLE		200
LAFORCE JAMES	director	150
MONDALE WALTER F	director	150
CAVANAGH RICHARD	director	100
KAPITO ROBERT	President & CEO of the Trust	100
HUBBARD ROBERT GLENN	director	100
KESTER W CARL	director	100
HARRIS JERROLD B	director	100
FABOZZI FRANK	director	100
BECKWITH GEORGE NICHOLAS III	director	100
FELDSTEIN KATHLEEN F	director	100
SCHLOSSTEIN RALPH	director	100
BRIMMER ANDREW	director	10
GABBAY HENRY	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 28, 2019	EGAN CYNTHIA	PURCHASE	38.92	3.74K	145.44K	3.74K
Dec 09, 2014	GABBAY HENRY	SALE	42.19	650	27.42K	0
Sep 19, 2012	CASTELLANO MICHAEL J	PURCHASE	27.71	400	11.08K	400
Apr 28, 2011	DAVIS DICK	PURCHASE	28.55	875	24.98K	875
Feb 05, 2010	GABBAY HENRY	PURCHASE	25.57	100	2.56K	650
Feb 21, 2008	ROBARDS KAREN P	PURCHASE	25.42	500	12.71K	500
Feb 15, 2008	HARRIS JERROLD B	PURCHASE	25.61	100	2.56K	100
Feb 06, 2008	DIXON KENT	PURCHASE	27.43	500	13.72K	600
Feb 05, 2008	KESTER W CARL	PURCHASE	26.91	100	2.69K	100
Dec 20, 2007	BECKWITH GEORGE NICHOLAS III	PURCHASE	26.12	100	2.61K	100
Feb 13, 2006	MCCLEMENTS KYLE	PURCHASE	25.90	100	2.59K	200
Dec 06, 2005	MCCLEMENTS KYLE	PURCHASE	25.36	100	2.54K	100
Apr 28, 2005	CAVANAGH RICHARD	PURCHASE	24.50	100	2.45K	100
Apr 26, 2005	KAPITO ROBERT	PURCHASE	25.07	100	2.51K	100
Apr 25, 2005	HUBBARD ROBERT GLENN	PURCHASE	25.10	100	2.51K	100
Apr 25, 2005	DIXON KENT	PURCHASE	25.05	100	2.51K	100
Apr 22, 2005	LAFORCE JAMES	PURCHASE	25.02	150	3.75K	150
Apr 22, 2005	FELDSTEIN KATHLEEN F	PURCHASE	25.05	100	2.51K	100
Apr 22, 2005	SCHLOSSTEIN RALPH	PURCHASE	25.05	100	2.51K	100
Apr 21, 2005	FABOZZI FRANK	PURCHASE	25.07	100	2.51K	100
Apr 21, 2005	MONDALE WALTER F	PURCHASE	25.07	150	3.76K	150
Apr 21, 2005	BRIMMER ANDREW	PURCHASE	25.10	10	251	10

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