How many institutions own BST 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 BST shares is 139, representing 20.82% of the company's common stock.

Who are the major shareholders selling BlackRock Science and Technology Trust stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in BST by -1.36% restricting it's holding to 38.98 thousand shares of worth nearly $1.98M. BANK OF AMERICA CORP /DE/ also lessened -29.12% of the BST shares from its portfolio, reducing its holding to 198.5 thousand shares of worth $10.07M. ROYAL BANK OF CANADA also shunned BST shares holding by -2.95% last quarter which brought its holding to 265.29 thousand shares worth $13.45M.

Investors who are buying BST stock?

As per its latest 13F filing, SUMMIT FINANCIAL, LLC increased its stake in BST by 3.84% in the last quarter. The institutional holder raised its holding to 30.94 thousand shares having worth more than $1.57M. JANE STREET GROUP, LLC also added 251.77% more shares of BST to its portfolio, raising its holding to 35.92 thousand shares of worth $1.82M. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also increased its BST shares holding by 2.05% which brought its holding to 211.97 thousand shares worth $10.75M.

BST's major insiders: who are they?

The insider with the most stakes in BST is Kim Tony , Portfolio Manager at the company. Additionally, BST stock is highly held by Vice President Crothers Robert and director ROBARDS KAREN P among others.

Did an insider recently sell BST stock?

Company executives, directors, and other insiders own N/A percent of BlackRock Science and Technology Trust's stock. Within the last six months, there have been 0 transaction(s) in which BST insiders have sold stock, totaling 0 shares. Insiders that have sold shares include KIM TONY, MCCLEMENTS KYLE, and BLACKROCK HOLDCO 2, INC..

Which insider recently purchased BST stock?

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

How much of BST does insiders own?

Around 0 BlackRock Science and Technology Trust shares are held by insiders, which represents about N/A of BST stock.

Who is the insider with the largest stake?

BST Portfolio Manager, Kim Tony holds the largest portfolio of the company's shares. BST shares owned by Kim total nearly 79.96 thousand.

Which institution holds the most shares in BST?

SUMMIT FINANCIAL, LLC is the largest institutional owner in BST which holds 30.94 thousand shares worth $1.57M or 0.09% of the total BST shares outstanding followed by JANE STREET GROUP, LLC with ownership of 35.92 thousand shares representing 0.1% of the BST ownership. HIGHTOWER ADVISORS, LLC is the third largest stakeholder with 38.98 thousand shares or 0.11% of the ownership worth more than $1.98M.

Is BlackRock Science and Technology 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 BST is concerned, it is a stock which is not optionable.

Is there a short position on BST's shares?

Number of BST 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 BST shares are there?

As of today, null shares of BST are outstanding.

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

BST 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 BST is null.

BlackRock Science and Technology Trust (BST) 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

20.82% Percentage of Shares held by All Institutions

20.82% Percentage of Float held by Institutions

139

Number of Institutions Holding Shares

Institutional Ownership

About 20.82% of BST shares are held by financial institutions. SUMMIT FINANCIAL, LLC is the top corporate investor, holding 30.94K shares valued at $1.57M. A 0.09% stake in BlackRock Science and Technology Trust is owned by the company. JANE STREET GROUP, LLC owns 35.92K shares valued at $1.82M, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.09%	30.94K	1.57M	1.14K	+3.84%
Jun 30, 2026	JANE STREET GROUP, LLC	0.1%	35.92K	1.82M	25.71K	+251.77%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.11%	38.98K	1.98M	-537	-1.36%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.57%	198.5K	10.07M	-81.55K	-29.12%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.61%	211.97K	10.75M	4.26K	+2.05%
Jun 30, 2026	ROYAL BANK OF CANADA	0.76%	265.29K	13.45M	-8.08K	-2.95%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.19%	64.59K	3.28M	270	+0.42%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.2%	68.19K	3.46M	10.33K	+17.85%
Jun 30, 2026	MORGAN STANLEY	4.12%	1.43M	72.54M	145.6K	+11.33%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	16.13K	817.92K	3.42K	+26.95%
Jun 30, 2026	WEALTH EFFECTS LLC	0.05%	16.76K	849.66K	16	+0.10%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.05%	16.78K	850.9K	67	+0.40%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.05%	16.86K	855.1K	5.42K	+47.38%
Jun 30, 2026	ANCHOR CAPITAL MANAGEMENT GROUP INC	0.05%	18K	912.78K	0	0
Jun 30, 2026	SMITH, MOORE & CO.	0.04%	15.49K	785.65K	-350	-2.21%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.05%	17.07K	865.41K	2	+0.01%
Jun 30, 2026	XTX TOPCO LTD	0.05%	17.99K	912.12K	11.16K	+163.35%
Jun 30, 2026	DAVID J YVARS GROUP	0.06%	22.3K	1.12M	-8.84K	-28.38%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	22.74K	1.15M	1.56K	+7.34%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.08%	28.89K	1.47M	28.89K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	30.53K	1.55M	309	+1.02%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.19%	67.6K	3.43M	7.4K	+12.30%
Jun 30, 2026	LPL FINANCIAL LLC	0.8%	278.63K	14.13M	3.97K	+1.45%
Jun 30, 2026		0.19%	64.59K	3.28M	270	+0.42%
Jun 30, 2026	NEXT LEVEL PRIVATE LLC	0.04%	15.17K	769.46K	106	+0.70%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.05%	18.45K	935.44K	17.58K	+2,030.14%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.09%	32.56K	1.65M	-668	-2.01%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	39.82K	2.02M	29.88K	+300.56%
Jun 30, 2026	OPPENHEIMER & CO INC	0.12%	42.89K	2.18M	-2.13K	-4.74%
Jun 30, 2026	NFP RETIREMENT, INC.	0.19%	67.44K	3.42M	2.41K	+3.71%
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.24%	83.34K	4.23M	-768	-0.91%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.27%	92.31K	4.68M	4.45K	+5.07%
Jun 30, 2026	ALCHEMI WEALTH, LLC	0.33%	114.58K	5.81M	-2.2K	-1.89%
Jun 30, 2026	RMR WEALTH BUILDERS	0.04%	14.15K	717.73K	14.15K	+100.00%
Jun 30, 2026	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	14K	640.36K	0	0
Jun 30, 2026	FORTEM FINANCIAL GROUP, LLC	0.04%	13.79K	699.34K	428	+3.20%
Jun 30, 2026	ABEL HALL, LLC	0.04%	13K	659.23K	0	0
Jun 30, 2026	HILLTOP HOLDINGS INC.	0.04%	12.93K	655.74K	-2.07K	-13.78%
Jun 30, 2026	DAKOTA WEALTH MANAGEMENT	0.04%	12.86K	651.96K	366	+2.93%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	12.69K	633.93K	-1.12K	-8.12%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.04%	12.44K	631K	1	+0.01%
Jun 30, 2026	COLONY GROUP, LLC	0.03%	11.41K	578.74K	4.29K	+60.15%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.03%	10.26K	503.46K	101	+0.99%
Jun 30, 2026	UBS GROUP AG	0.24%	82.91K	4.2M	-17.42K	-17.36%
Jun 30, 2026	NWF ADVISORY SERVICES INC.	0.2%	70.01K	3.55M	-2K	-2.78%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.42%	145.38K	7.37M	5.24K	+3.74%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.77%	266.63K	13.52M	-121.58K	-31.32%
Jun 30, 2026	Z3 CAPITAL PARTNERS, LLC	1.13%	391.34K	19.84M	3.13K	+0.81%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.06%	20.99K	1.06M	-2.96K	-12.37%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	43.58K	2.21M	-1.6K	-3.55%
Jun 30, 2026	INVESCO LTD.	1.39%	483.28K	24.51M	74.66K	+18.27%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	1.84%	639.48K	32.43M	76.57K	+13.60%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.27%	787.62K	39.94M	4.26K	+0.54%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	1.35%	468.61K	23.76M	93.79K	+25.02%
Jun 30, 2026	FOCUS FINANCIAL NETWORK, INC.	0.05%	18.48K	937.27K	1.05K	+6.01%
Jun 30, 2026	STOLPER CO	0.06%	19.38K	983K	-42.15K	-68.51%
Jun 30, 2026	MGO ONE SEVEN LLC	0.06%	20.09K	1.02M	20.09K	+100.00%
Jun 30, 2026	MISSION HILLS FINANCIAL ADVISORY, LLC	0.1%	34.52K	1.75M	10.61K	+44.38%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.1%	34.7K	1.76M	5.51K	+18.89%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.44%	154.1K	7.82M	2.57K	+1.69%
Jun 30, 2026	NBC SECURITIES, INC.	0.05%	16.89K	856.54K	1.88K	+12.49%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.07%	23.1K	1.17M	2.32K	+11.15%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	24.18K	1.23M	-5.64K	-18.90%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.08%	29.19K	1.06M	3.41K	+13.24%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	13.81K	515.85K	23	+0.17%
Mar 31, 2026	STOLPER CO	0.18%	61.53K	686K	43K	+232.10%
Mar 31, 2026	NFP RETIREMENT, INC.	0.19%	65.03K	2.36M	4.16K	+6.83%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	12.7K	457.97K	-463	-3.52%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	15K	56.4K	14.29K	+2,012.68%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	1.08%	374.82K	13.62M	107	+0.03%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.12%	388.21K	14.11M	17.11K	+4.61%
Mar 31, 2026	MORGAN STANLEY	3.7%	1.28M	46.7M	-9.09K	-0.70%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.21%	72.01K	2.62M	-550	-0.76%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.24%	84.11K	3.06M	4.48K	+5.62%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.25%	87.86K	3.19M	-29.43K	-25.09%
Mar 31, 2026	UBS GROUP AG	0.29%	100.33K	3.65M	7.98K	+8.64%
Mar 31, 2026	AMBASSADOR ADVISORS, LLC	0.03%	10.67K	551.32K	1.93K	+22.04%
Mar 31, 2026	JANE STREET GROUP, LLC	0.03%	10.21K	371.13K	-12.85K	-55.73%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.44%	151.54K	5.51M	-3.95K	-2.54%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.6%	207.7K	7.55M	33.83K	+19.46%
Mar 31, 2026	LPL FINANCIAL LLC	0.79%	274.66K	9.98M	-26.1K	-8.68%
Mar 31, 2026	INVESCO LTD.	1.18%	408.61K	14.85M	-96.97K	-19.18%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	1.62%	562.91K	20.46M	19.36K	+3.56%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.26%	783.36K	28.48M	23.9K	+3.15%
Mar 31, 2026	OPPENHEIMER & CO INC	0.13%	45.03K	1.64M	207	+0.46%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.17%	60.2K	2.19M	-629	-1.03%
Mar 31, 2026		0.19%	64.32K	2.34M	1.58K	+2.52%
Mar 31, 2026	NBC SECURITIES, INC.	0.04%	15.02K	545.8K	0	0
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.05%	16.71K	607.52K	282	+1.72%
Mar 31, 2026	ANCHOR CAPITAL MANAGEMENT GROUP INC	0.05%	18K	654.3K	0	0
Mar 31, 2026	MISSION HILLS FINANCIAL ADVISORY, LLC	0.07%	23.91K	869.17K	1.25K	+5.50%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	23.96K	870.84K	-796	-3.22%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.08%	29.1K	1.06M	29.1K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	30.22K	1.1M	3.93K	+14.95%
Mar 31, 2026	DAVID J YVARS GROUP	0.09%	31.14K	1.12M	-498	-1.57%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.4%	140.14K	5.09M	-11.78K	-7.75%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.03%	11.3K	410.57K	-800	-6.61%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.03%	11.44K	415.9K	-15.62K	-57.73%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.04%	12.44K	452.27K	-58	-0.46%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.04%	12.49K	454.07K	1.65K	+15.18%
Mar 31, 2026	NEXT LEVEL PRIVATE LLC	0.04%	15.07K	547.7K	125	+0.84%
Mar 31, 2026	SMITH, MOORE & CO.	0.05%	15.84K	575.89K	0	0
Mar 31, 2026	D.A. DAVIDSON & CO.	0.06%	20.78K	755.41K	1.33K	+6.83%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	21.18K	770.04K	0	0
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.09%	29.8K	1.08M	4.61K	+18.31%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.09%	29.82K	1.08M	8.61K	+40.58%
Mar 31, 2026	ROYAL BANK OF CANADA	0.79%	273.37K	9.94M	-4.47K	-1.61%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.81%	280.06K	10.18M	52.85K	+23.26%
Mar 31, 2026	ABEL HALL, LLC	0.04%	13K	472.55K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.1%	33.23K	1.21M	4.07K	+13.97%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.11%	39.52K	1.44M	947	+2.46%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.17%	57.87K	2.1M	1.32K	+2.33%
Mar 31, 2026	FORTEM FINANCIAL GROUP, LLC	0.04%	13.36K	485.75K	13.36K	+100.00%
Mar 31, 2026	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	14K	573.86K	0	0
Mar 31, 2026	HILLTOP HOLDINGS INC.	0.04%	15K	545.19K	129	+0.87%
Mar 31, 2026	WEALTH EFFECTS LLC	0.05%	16.74K	608.45K	-190	-1.12%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.05%	17.06K	620.28K	2	+0.01%
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.05%	17.44K	633.75K	-32	-0.18%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	45.18K	1.64M	2.52K	+5.91%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	155.49K	6.3M	5.92K	+3.96%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.08%	29.15K	1.18M	-5.41K	-15.65%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	8.68K	351.77K	119	+1.39%
Dec 31, 2025	SMITH, MOORE & CO.	0.05%	15.84K	642.28K	600	+3.94%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	16.43K	666.1K	561	+3.54%
Dec 31, 2025		0.18%	62.74K	2.54M	561	+0.90%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.34%	117.29K	4.76M	-60.38K	-33.98%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.65%	227.21K	9.21M	29.72K	+15.05%
Dec 31, 2025	ROYAL BANK OF CANADA	0.8%	277.84K	11.26M	-4.64K	-1.64%
Dec 31, 2025	LPL FINANCIAL LLC	0.87%	300.76K	12.19M	26.26K	+9.57%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	1.08%	374.71K	15.19M	52.1K	+16.15%
Dec 31, 2025	INVESCO LTD.	1.46%	505.58K	20.5M	-20.67K	-3.93%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	151.91K	6.16M	-3.14K	-2.02%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	1.57%	543.55K	22.04M	182.45K	+50.53%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.09%	31.43K	1.27M	-133	-0.42%
Dec 31, 2025	DAVID J YVARS GROUP	0.09%	31.64K	1.28M	897	+2.92%
Dec 31, 2025	UBS GROUP AG	0.27%	92.35K	3.74M	-10.1K	-9.85%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.11%	37K	1.5M	37K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	25.78K	1.05M	-2.3K	-8.18%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.07%	25.18K	1.02M	3.5K	+16.12%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	24.75K	1M	1.5K	+6.43%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.05%	17.47K	708.37K	1.68K	+10.61%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	17.06K	691.71K	4	+0.02%
Dec 31, 2025	WEALTH EFFECTS LLC	0.05%	16.93K	686.3K	26	+0.15%
Dec 31, 2025	STEPHENS INC /AR/	0.05%	16.49K	668.3K	0	0
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	23.89K	968.5K	4.23K	+21.50%
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	23.06K	934.89K	10.64K	+85.69%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.06%	19.45K	788.61K	4.21K	+27.61%
Dec 31, 2025	STOLPER CO	0.05%	18.53K	751K	126	+0.68%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.5%	173.87K	7.05M	403	+0.23%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.21%	72.56K	2.94M	-9.71K	-11.80%
Dec 31, 2025	NBC SECURITIES, INC.	0.04%	15.02K	608.71K	-680	-4.33%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.05%	16.07K	651.6K	3.45K	+27.36%
Dec 31, 2025	ANCHOR CAPITAL MANAGEMENT GROUP INC	0.05%	18K	744.48K	0	0
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.08%	27.07K	1.1M	15.4K	+132.03%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.09%	31.45K	1.28M	31.45K	+100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.13%	44.82K	1.82M	-1.24K	-2.69%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	56.55K	2.29M	1.36K	+2.46%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.18%	60.83K	2.47M	-1.84K	-2.94%
Dec 31, 2025	AURORA PRIVATE WEALTH, INC.	0.03%	9.15K	371K	9.15K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.19%	759.46K	30.79M	22.65K	+3.07%
Dec 31, 2025	MORGAN STANLEY	3.73%	1.29M	52.45M	28.31K	+2.24%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.07%	371.11K	15.05M	-3.76K	-1.00%
Dec 31, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.02%	7.2K	291.89K	7.2K	+100.00%
Dec 31, 2025	QUARRY LP	0.02%	7.75K	314.23K	7.75K	+100.00%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.02%	7.78K	315.35K	349	+4.70%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	7.82K	316.9K	-50.66K	-86.63%
Dec 31, 2025	MIRADOR CAPITAL PARTNERS LP	0.02%	8.28K	335.6K	122	+1.50%
Dec 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0.03%	10.28K	416.59K	0	0
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.03%	10.85K	439.66K	4.82K	+79.85%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	21.18K	858.8K	14.43K	+213.65%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	21.21K	859.85K	619	+3.01%
Dec 31, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.07%	22.67K	918.84K	2.57K	+12.79%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	26.29K	1.07M	-12.28K	-31.84%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.11%	38.57K	1.56M	1.24K	+3.31%
Dec 31, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.03%	9.18K	372.04K	424	+4.84%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.03%	9.69K	392.91K	-213	-2.15%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.03%	12.1K	490.33K	-2.2K	-15.39%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.04%	12.5K	506.74K	919	+7.94%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	13.79K	558.97K	136	+1.00%
Dec 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	14K	560K	0	0
Dec 31, 2025	NEXT LEVEL PRIVATE LLC	0.04%	14.94K	605.81K	5.31K	+55.11%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	42.66K	1.73M	-1.98K	-4.44%
Dec 31, 2025	NFP RETIREMENT, INC.	0.18%	60.87K	2.47M	5.26K	+9.45%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.23%	79.63K	3.23M	3.83K	+5.05%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	20.59K	851.64K	-1.06K	-4.87%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.93%	322.62K	13.34M	37.67K	+13.22%
Sep 30, 2025	ANCHOR CAPITAL MANAGEMENT GROUP INC	0.05%	18K	744.48K	0	0
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	17.06K	705.51K	17.06K	+100.00%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.03%	11.67K	482.46K	-100	-0.85%
Sep 30, 2025	SFG WEALTH MANAGEMENT, LLC.	0.03%	10.28K	425.02K	-10.28K	-50.00%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.03%	10.03K	414.77K	194	+1.97%
Sep 30, 2025	NEXT LEVEL PRIVATE LLC	0.03%	9.63K	404.64K	113	+1.19%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.03%	9.58K	396.31K	9.58K	+100.00%
Sep 30, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.03%	8.75K	362.02K	162	+1.89%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.02%	8.56K	353.97K	337	+4.10%
Sep 30, 2025	MIRADOR CAPITAL PARTNERS LP	0.02%	8.16K	337.35K	559	+7.36%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.02%	7.43K	307.31K	133	+1.82%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.02%	7.03K	290.7M	127	+1.84%
Sep 30, 2025	CLARO ADVISORS LLC	0.02%	6.98K	288.49K	-1.62K	-18.84%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.02%	6.84K	283.08K	18	+0.26%
Sep 30, 2025	VISTA INVESTMENT PARTNERS II, LLC	0.02%	6.76K	279.7K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	6.75K	279.35K	-1.09K	-13.85%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	13.65K	520.56K	0	0
Sep 30, 2025	INVESCO LTD.	1.52%	526.25K	21.77M	94.04K	+21.76%
Sep 30, 2025	LPL FINANCIAL LLC	0.79%	274.49K	11.35M	14.03K	+5.38%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.57%	197.49K	8.17M	5.19K	+2.70%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.51%	177.66K	7.35M	-43.15K	-19.54%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.22%	75.8K	3.14M	5.14K	+7.27%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.19%	66.61K	2.75M	-1.79K	-2.62%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	62.67K	2.59M	3.21K	+5.39%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.17%	58.48K	2.42M	-8.74K	-13.01%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	15.87K	656.33K	1.18K	+8.06%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.43%	149.57K	6.19M	1.13K	+0.76%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.35%	120.06K	4.97M	32.53K	+37.17%
Sep 30, 2025		0.18%	62.18K	2.57M	62.18K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	38.57K	1.6M	-1.33K	-3.33%
Sep 30, 2025	DAVID J YVARS GROUP	0.09%	30.74K	1.27M	2.7K	+9.62%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	28.07K	1.16M	664	+2.42%
Sep 30, 2025	OPPENHEIMER & CO INC	0.13%	46.06K	1.9M	1.65K	+3.72%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	44.64K	1.85M	-1.4K	-3.05%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.09%	31.56K	1.31M	-890	-2.74%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	23.26K	961.95K	-1.2K	-4.89%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.06%	21.69K	896.97K	21.69K	+100.00%
Sep 30, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.06%	20.09K	831.1K	6.69K	+49.93%
Sep 30, 2025	STEPHENS INC /AR/	0.05%	16.49K	681.82K	0	0
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.05%	15.79K	653.17K	19	+0.12%
Sep 30, 2025	NBC SECURITIES, INC.	0.05%	15.7K	649.15K	-736	-4.48%
Sep 30, 2025	UBS GROUP AG	0.3%	102.44K	4.24M	-20.81K	-16.88%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.24%	82.27K	3.4M	5.53K	+7.21%
Sep 30, 2025	WEALTH EFFECTS LLC	0.05%	16.9K	699.09K	2.22K	+15.10%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.04%	13.68K	565.81K	13.68K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.5%	173.47K	7.17M	4.32K	+2.55%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	37.34K	1.54M	1.93K	+5.44%
Sep 30, 2025	MORGAN STANLEY	3.65%	1.27M	52.34M	-15.61K	-1.22%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.12%	736.81K	30.47M	-309.1K	-29.55%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.08%	374.87K	15.51M	-59.2K	-13.64%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	1.04%	361.1K	14.94M	38.12K	+11.80%
Sep 30, 2025	JANE STREET GROUP, LLC	0.04%	12.42K	513.65M	1.64K	+15.24%
Sep 30, 2025	ROYAL BANK OF CANADA	0.81%	282.48K	11.68M	-13.64K	-4.61%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	155.05K	6.19M	6.79K	+4.58%
Sep 30, 2025	NFP RETIREMENT, INC.	0.16%	55.62K	2.3M	-2.91K	-4.97%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	55.19K	2.28M	5.32K	+10.67%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.1%	34.56K	1.43M	2.19K	+6.77%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.06%	19.66K	813.26K	1.68K	+9.36%
Sep 30, 2025	STOLPER CO	0.05%	18.4K	761K	11	+0.06%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.04%	15.24K	630.47K	-97	-0.63%
Sep 30, 2025	SMITH, MOORE & CO.	0.04%	15.24K	630.45K	70	+0.46%
Sep 30, 2025	HILLTOP HOLDINGS INC.	0.04%	14.97K	619.05K	-21	-0.14%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.04%	14.3K	594.53K	50	+0.35%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	14K	579.04K	0	0
Jun 30, 2025	NEXT LEVEL PRIVATE LLC	0.03%	9.52K	363.43K	123	+1.31%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.03%	8.97K	342.42K	8.97K	+100.00%
Jun 30, 2025	AURORA PRIVATE WEALTH, INC.	0.03%	8.81K	336K	127	+1.46%
Jun 30, 2025	AMBASSADOR ADVISORS, LLC	0.03%	8.67K	331.03K	78	+0.91%
Jun 30, 2025	CLARO ADVISORS LLC	0.02%	8.59K	328.04K	99	+1.17%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.17%	59.47K	2.27M	4.81K	+8.80%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.19%	67.22K	2.57M	47.57K	+242.04%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.43%	148.44K	5.67M	602	+0.41%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.49%	169.15K	6.46M	-579	-0.34%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.56%	192.3K	7.34M	2.5K	+1.32%
Jun 30, 2025	INVESCO LTD.	1.25%	432.22K	16.5M	-61.27K	-12.41%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.25%	434.07K	16.58M	-9.84K	-2.22%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.22%	76.74K	2.93M	1.74K	+2.31%
Jun 30, 2025	OPPENHEIMER & CO INC	0.13%	44.41K	1.7M	1.59K	+3.72%
Jun 30, 2025	NBC SECURITIES, INC.	0.05%	16.43K	627K	-3	-0.02%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	39.9K	1.52M	-566	-1.40%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	46.04K	1.76M	-18.67K	-28.85%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	49.87K	1.9M	1.77K	+3.68%
Jun 30, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.02%	8.59K	327.92K	177	+2.10%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.2%	68.4K	2.61M	68.4K	+100.00%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.25%	87.53K	3.34M	3.28K	+3.90%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	14.69K	560.51K	65	+0.44%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.2%	70.66K	2.7M	-571	-0.80%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	13.65K	521.11K	310	+2.32%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	14K	534.38K	0	0
Jun 30, 2025		0.04%	13.4K	511.56K	13.4K	+100.00%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	24.45K	933.37K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	27.41K	1.05M	677	+2.53%
Jun 30, 2025	DAVID J YVARS GROUP	0.08%	28.05K	1.07M	159	+0.57%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.09%	32.37K	1.24M	2.42K	+8.09%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.09%	32.45K	1.24M	3.85K	+13.47%
Jun 30, 2025	LPL FINANCIAL LLC	0.75%	260.47K	9.94M	10.6K	+4.24%
Jun 30, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.04%	13.4K	511.56K	13.4K	+100.00%
Jun 30, 2025	ANCHOR CAPITAL MANAGEMENT GROUP INC	0.05%	18K	687.06K	0	0
Jun 30, 2025	NFP RETIREMENT, INC.	0.17%	58.53K	2.23M	-1.14K	-1.91%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	35.41K	1.35M	519	+1.49%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.1%	36.01K	1.37M	27.3K	+313.15%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.11%	37.1K	1.42M	37.1K	+100.00%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.04%	14.73K	562.24K	213	+1.47%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.04%	14.25K	554.84K	730	+5.40%
Jun 30, 2025	WEALTH EFFECTS LLC	0.04%	14.69K	560.52K	-2.48K	-14.42%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.02%	8.22K	313.79K	206	+2.57%
Jun 30, 2025	CALAMOS ADVISORS LLC	0.02%	8.59K	327.73K	94	+1.11%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.04%	14.99K	572.1K	766	+5.39%
Jun 30, 2025	SMITH, MOORE & CO.	0.04%	15.17K	579.15K	50	+0.33%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.04%	15.34K	585.53K	2.9K	+23.35%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.05%	15.77K	602.06K	1.35K	+9.37%
Jun 30, 2025	STEPHENS INC /AR/	0.05%	16.49K	629.23K	500	+3.13%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	17.98K	686.3K	3.03K	+20.24%
Jun 30, 2025	SFG WEALTH MANAGEMENT, LLC.	0.06%	20.55K	784.47K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	21.65K	826.21K	812	+3.90%
Jun 30, 2025	UBS GROUP AG	0.36%	123.25K	4.7M	8.6K	+7.50%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	148.26K	5.66M	12.95K	+9.57%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.64%	220.82K	8.43M	-21.77K	-8.97%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.82%	284.95K	10.88M	-26.61K	-8.54%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.03%	9.98K	380.94K	0	0
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.03%	10.06K	383.84K	26	+0.26%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	10.13K	386.8K	66	+0.66%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.03%	11.44K	418.06K	5.64K	+97.16%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.03%	11.77K	449.07K	-1.21K	-9.33%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.04%	12.48K	476.66K	12.48K	+100.00%
Jun 30, 2025	ABEL HALL, LLC	0.04%	13K	496.21K	13K	+100.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.04%	13.02K	497.13K	12.42K	+2,059.87%
Jun 30, 2025	ROYAL BANK OF CANADA	0.85%	296.11K	11.3M	-714	-0.24%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.93%	322.98K	12.33M	22.22K	+7.39%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.02%	1.05M	39.92M	24.33K	+2.38%
Jun 30, 2025	STOLPER CO	0.05%	18.39K	702K	839	+4.78%
Jun 30, 2025	MORGAN STANLEY	3.7%	1.28M	48.9M	-19.18K	-1.47%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.03%	9.83K	375.35K	9.83K	+100.00%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	14.95K	493.3K	1.05K	+7.56%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.16%	54.66K	1.8M	1.97K	+3.73%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	64.71K	2.14M	-2.44K	-3.63%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.28%	443.91K	14.65M	-28.04K	-5.94%
Mar 31, 2025	DAVID J YVARS GROUP	0.08%	27.89K	923.68K	421	+1.53%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.08%	28.6K	943.52K	28.6K	+100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.05%	17.72K	585K	17.72K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	20.83K	687.31K	-2.68K	-11.41%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.21%	71.23K	2.35M	521	+0.74%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	13.34K	440.17K	-1.49K	-10.03%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.04%	13.52K	451.67K	2.65K	+24.39%
Mar 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	14K	461.86K	0	0
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.04%	14.22K	469.18K	758	+5.63%
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.04%	14.42K	475.77K	410	+2.93%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	14.62K	482.3K	1.31K	+9.87%
Mar 31, 2025	SMITH, MOORE & CO.	0.04%	15.12K	498.91K	-650	-4.12%
Mar 31, 2025	STEPHENS INC /AR/	0.05%	15.99K	527.35K	-200	-1.24%
Mar 31, 2025	NBC SECURITIES, INC.	0.05%	16.43K	542	16.42K	+102,612.50%
Mar 31, 2025	ROYAL BANK OF CANADA	0.86%	296.83K	9.79M	1.48K	+0.50%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	0.87%	300.77K	9.92M	41.35K	+15.94%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.04%	12.44K	410.27K	4.08K	+48.81%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	19.65K	648.32K	17.14K	+682.32%
Mar 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0.06%	20.55K	678.01K	20.55K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.06%	20.92K	690.05K	13.55K	+183.81%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	24.45K	806.7K	-387	-1.56%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	26.73K	881.93K	2.48K	+10.24%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.9%	311.56K	10.28M	-70.56K	-18.47%
Mar 31, 2025	STOLPER CO	0.05%	17.55K	579K	161	+0.93%
Mar 31, 2025	OPPENHEIMER & CO INC	0.12%	42.82K	1.41M	5.22K	+13.89%
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	0.24%	84.24K	2.78M	84.24K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.33%	114.65K	3.78M	-22.21K	-16.23%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.43%	147.84K	4.88M	5.99K	+4.22%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.49%	169.73K	5.6M	4.15K	+2.51%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.55%	189.8K	6.26M	7.56K	+4.15%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	135.31K	4.46M	21.35K	+18.74%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.7%	242.58K	8M	-8.66K	-3.45%
Mar 31, 2025	LPL FINANCIAL LLC	0.72%	249.86K	8.24M	2.79K	+1.13%
Mar 31, 2025	INVESCO LTD.	1.42%	493.48K	16.28M	-22.75K	-4.41%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.95%	1.02M	33.7M	25.26K	+2.54%
Mar 31, 2025	MORGAN STANLEY	3.75%	1.3M	42.9M	-25.91K	-1.95%
Mar 31, 2025		0.05%	18K	593.82K	0	0
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.07%	23.96K	790.47K	-200	-0.83%
Mar 31, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.04%	14.52K	478.92K	-14.18K	-49.41%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.09%	29.95K	988.03K	-2.39K	-7.38%
Mar 31, 2025	WEALTH EFFECTS LLC	0.05%	17.16K	566.12K	62	+0.36%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.04%	12.98K	428.05K	-215	-1.63%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	34.89K	1.15M	-3.65K	-9.47%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	40.46K	1.34M	-2.08K	-4.90%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	48.1K	1.59M	9.18K	+23.58%
Mar 31, 2024	STEPHENS INC /AR/	0.05%	17.54K	647.39K	0	0
Mar 31, 2024	KEYSTONE FINANCIAL GROUP	0.02%	6.73K	248.61K	0	0
Mar 31, 2024	ELCO MANAGEMENT CO., LLC	0.02%	7.2K	265.82K	0	0
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	0.02%	7.35K	247.51K	0	0
Mar 31, 2024	MIRADOR CAPITAL PARTNERS LP	0.02%	7.5K	277.01K	7.5K	+100.00%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.02%	7.52K	277.79K	750	+11.07%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.02%	7.53K	277.99K	806	+11.99%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.02%	7.53K	277.99K	7.53K	+100.00%
Mar 31, 2024	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.02%	7.74K	285.81K	156	+2.06%
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.03%	8.47K	312.52K	-746	-8.10%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.03%	9.21K	340.06K	17	+0.18%
Mar 31, 2024	NEXT LEVEL PRIVATE LLC	0.03%	9.36K	345.38K	-1.5K	-13.82%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.03%	10.61K	360.36K	10.61K	+100.00%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.02%	7.77K	286.68K	600	+8.37%
Mar 31, 2024	AURORA PRIVATE WEALTH, INC.	0.03%	10.62K	386K	-1.96K	-15.55%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.03%	10.99K	405.71K	1.36K	+14.06%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.03%	11.61K	428.64K	5.01K	+75.94%
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.04%	12.61K	465.45K	270	+2.19%
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.04%	13.24K	488.66K	-972	-6.84%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	13.42K	495.28K	0	0
Mar 31, 2024	CLARO ADVISORS LLC	0.04%	13.77K	508.21K	-1.12K	-7.52%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	13.78K	508.89K	-1.03K	-6.97%
Mar 31, 2024	SMITH, MOORE & CO.	0.04%	13.99K	516.36K	-2.41K	-14.67%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	14.6K	539.03K	4K	+37.74%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.04%	15.03K	554.72K	-565	-3.62%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	15.64K	567.77K	1.16K	+8.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.05%	16.67K	615.32K	-830	-4.74%
Mar 31, 2024	STOLPER CO	0.05%	17.18K	634K	113	+0.66%
Mar 31, 2024	JPMORGAN CHASE & CO	0.05%	17.73K	654.73K	21	+0.12%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.06%	18.81K	694.36K	300	+1.62%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.06%	18.91K	698.11K	248	+1.33%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.06%	19.34K	607.41K	-361	-1.83%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.06%	20.26K	748.14K	-42	-0.21%
Mar 31, 2024	WEALTH EFFECTS LLC	0.06%	21.43K	791.16K	-962	-4.30%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	24.58K	907.64K	-340	-1.36%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.07%	25.14K	928.12K	-6.42K	-20.34%
Mar 31, 2024	NBC SECURITIES, INC.	0.09%	30.03K	1.12M	-1.23K	-3.94%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.09%	31.75K	1.17M	1.32K	+4.34%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.1%	32.36K	1.19M	-1.63K	-4.79%
Mar 31, 2024	OPPENHEIMER & CO INC	0.1%	32.62K	1.2M	251	+0.78%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.11%	37.56K	1.39M	5.7K	+17.89%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	40.67K	1.5M	40.67K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.13%	42.4K	1.57M	42.4K	+100.00%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.15%	49.29K	1.82M	7.29K	+17.34%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.16%	54.79K	2.02M	-4.05K	-6.89%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.17%	57.06K	2.11M	7.91K	+16.10%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	58.5K	2.16M	1.44K	+2.52%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.18%	59.21K	2.19M	3.96K	+7.17%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.78%	261.83K	9.67M	-7.22K	-2.68%
Mar 31, 2024	INVESCO LTD.	0.83%	279.74K	10.33M	-12.55K	-4.29%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.46%	492.15K	18.17M	9.95K	+2.06%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.48%	498.51K	18.37M	14.77K	+3.05%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.76%	591.1K	21.82M	10.76K	+1.85%
Mar 31, 2024	MORGAN STANLEY	4.11%	1.38M	51M	-32.11K	-2.27%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	67.22K	2.48M	1.8K	+2.75%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.33%	111.24K	4.11M	46	+0.04%
Mar 31, 2024	UBS GROUP AG	0.35%	119.01K	4.39M	-4.34K	-3.52%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.41%	136.64K	5.05M	6.39K	+4.90%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.48%	161.35K	5.96M	3.07K	+1.94%
Mar 31, 2024	LPL FINANCIAL LLC	0.51%	170.62K	6.3M	10.42K	+6.50%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	193.85K	7.16M	1.81K	+0.94%
Mar 31, 2024	ROYAL BANK OF CANADA	0.74%	250.3K	9.24M	-3.33K	-1.31%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.1%	370.26K	13.67M	-11.21K	-2.94%
Dec 31, 2023	OPPENHEIMER & CO INC	0.1%	32.37K	1.09M	8.85K	+37.61%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.1%	31.86K	1.07M	5.19K	+19.46%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.09%	31.56K	1.06M	-1.59K	-4.81%
Dec 31, 2023	NBC SECURITIES, INC.	0.09%	31.26K	1.05M	-655	-2.05%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.09%	30.43K	1.02M	-690	-2.22%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	24.92K	838.94K	-171	-0.68%
Dec 31, 2023	WEALTH EFFECTS LLC	0.07%	22.39K	753.69K	47	+0.21%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.06%	20.31K	683.5K	-1.47K	-6.73%
Dec 31, 2023	ROYAL BANK OF CANADA	0.76%	253.63K	8.54M	-4.37K	-1.69%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.06%	19.7K	663.07K	361	+1.87%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.06%	18.66K	628.11K	-118	-0.63%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.06%	18.51K	622.95K	-100	-0.54%
Dec 31, 2023	JPMORGAN CHASE & CO	0.05%	17.71K	596.23K	13.12K	+285.99%
Dec 31, 2023	STEPHENS INC /AR/	0.05%	17.54K	590.23K	-2K	-10.24%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.05%	17.5K	588.93K	-913	-4.96%
Dec 31, 2023	STOLPER CO	0.05%	17.07K	575K	-47	-0.27%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.33%	111.2K	3.74M	-90.99K	-45.00%
Dec 31, 2023	SMITH, MOORE & CO.	0.05%	16.39K	551.72K	-495	-2.93%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.05%	15.59K	524.76K	-850	-5.17%
Dec 31, 2023	CLARO ADVISORS LLC	0.04%	14.88K	500.98K	-2.95K	-16.55%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	14.82K	498.68K	772	+5.50%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	14.48K	487.35K	50	+0.35%
Dec 31, 2023		0.04%	14.21K	478.25K	14.21K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.04%	14.04K	498.28K	6.1K	+76.78%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	13.42K	451.55K	-500	-3.59%
Dec 31, 2023	AURORA PRIVATE WEALTH, INC.	0.04%	12.58K	423K	1.13K	+9.83%
Dec 31, 2023	JANE STREET GROUP, LLC	0.04%	12.42K	418.16K	12.42K	+100.00%
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.04%	12.34K	415.28K	178	+1.46%
Dec 31, 2023	HRT FINANCIAL LP	0.04%	11.98K	403K	11.98K	+100.00%
Dec 31, 2023	NEXT LEVEL PRIVATE LLC	0.03%	10.86K	365.37K	0	0
Dec 31, 2023	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	10.6K	356.8K	1K	+10.42%
Dec 31, 2023	MORGAN STANLEY	4.23%	1.41M	47.57M	85.81K	+6.46%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.74%	580.35K	19.53M	21.45K	+3.84%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.45%	483.75K	16.28M	-44.79K	-8.47%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.44%	482.2K	16.23M	24.73K	+5.41%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.14%	381.47K	12.84M	9.99K	+2.69%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.47%	158.29K	5.33M	9.64K	+6.49%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.39%	130.25K	4.38M	2.64K	+2.07%
Dec 31, 2023	INVESCO LTD.	0.88%	292.28K	9.84M	-37.73K	-11.43%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.81%	269.05K	9.06M	1.23K	+0.46%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.03%	9.63K	324.28K	3K	+45.22%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	65.42K	2.2M	-3.76K	-5.43%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.18%	58.84K	1.98M	-6.16K	-9.48%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	57.07K	1.92M	-465	-0.81%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.17%	55.25K	1.86M	14.21K	+34.62%
Dec 31, 2023	UBS GROUP AG	0.37%	123.35K	4.15M	-473	-0.38%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.58%	192.04K	6.46M	1.78K	+0.94%
Dec 31, 2023	LPL FINANCIAL LLC	0.48%	160.2K	5.39M	33.94K	+26.88%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.15%	49.15K	1.65M	-2.9K	-5.57%
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.13%	42K	1.41M	7.13K	+20.45%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.1%	33.98K	1.14M	-17.26K	-33.68%

Insiders

Among the BST insiders holding of N/A of the stake in company, KIM TONY, Portfolio Manager, holds the largest shares of 79.96K. CROTHERS ROBERT, Vice President, is the second largest BST insider with ownership of 1K shares. ROBARDS KAREN P, director, stands third with possession of 750 shares of that stake.

Insiders	Designation	Shares Held
KIM TONY	Portfolio Manager	79.96K
CROTHERS ROBERT	Vice President	1K
ROBARDS KAREN P	director	750
CASTELLANO MICHAEL J	director	600
CAVANAGH RICHARD	director	500
KESTER W CARL	director	100
GABBAY HENRY	director	100
HARRIS STAYCE D.	director	30
MCCLEMENTS KYLE		0
BLACKROCK HOLDCO 2, INC.		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 05, 2026	KIM TONY	PURCHASE	38.90	22.45K	873.11K	79.96K
Jan 23, 2026	KIM TONY	PURCHASE	40.70	16K	651.2K	57.51K
Feb 20, 2025	KIM TONY	PURCHASE	38.78	10.26K	398.04K	41.51K
Feb 14, 2025	KIM TONY	PURCHASE	38.81	24K	931.39K	31.25K
Oct 28, 2024	HARRIS STAYCE D.	PURCHASE	36.44	30	1.09K	30
Sep 19, 2023	KIM TONY	SALE	31.69	6K	190.15K	7.25K
Aug 21, 2023	KIM TONY	SALE	32.14	3.5K	112.49K	13.25K
Feb 02, 2022	KIM TONY	PURCHASE	46.45	16.75K	778.1K	16.75K
Jan 16, 2019	GABBAY HENRY	PURCHASE	29.85	90	2.69K	100
Jan 15, 2019	GABBAY HENRY	PURCHASE	29.58	10	295.8	10
Apr 03, 2018	MCCLEMENTS KYLE	SALE	29.10	1.81K	52.79K	0
Jul 06, 2017	CAVANAGH RICHARD	PURCHASE	22.44	500	11.22K	500
Feb 02, 2016	BLACKROCK HOLDCO 2, INC.	SALE	15.90	7.59K	120.7K	0
Jan 08, 2015	KESTER W CARL	PURCHASE	18.10	100	1.81K	100
Dec 18, 2014	ROBARDS KAREN P	PURCHASE	17.38	750	13.04K	750
Dec 17, 2014	MCCLEMENTS KYLE	PURCHASE	17.00	550	9.35K	550
Dec 16, 2014	CROTHERS ROBERT	PURCHASE	16.65	1K	16.65K	1K
Dec 12, 2014	CASTELLANO MICHAEL J	PURCHASE	18.14	600	10.88K	600

Frequently Asked Questions