How many institutions own CII 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 CII shares is 121, representing 24.87% of the company's common stock.

Who are the major shareholders selling BlackRock Enhanced Capital and Income Fund, Inc. stock?

INVESCO LTD., in the last quarter, reduced its stake in CII by -29.79% restricting it's holding to 399.99 thousand shares of worth nearly $9.35M. STIFEL FINANCIAL CORP also lessened -5.83% of the CII shares from its portfolio, reducing its holding to 48.34 thousand shares of worth $1.13M. PRIVATE ADVISOR GROUP, LLC also shunned CII shares holding by -0.7% last quarter which brought its holding to 56.72 thousand shares worth $1.33M.

Investors who are buying CII stock?

As per its latest 13F filing, CETERA INVESTMENT ADVISERS increased its stake in CII by 2.03% in the last quarter. The institutional holder raised its holding to 80.42 thousand shares having worth more than $1.88M. WILEY BROS.-AINTREE CAPITAL, LLC also added 61.27% more shares of CII to its portfolio, raising its holding to 129.27 thousand shares of worth $3.02M. GUGGENHEIM CAPITAL LLC also increased its CII shares holding by 23.84% which brought its holding to 303.3 thousand shares worth $7.09M.

CII's major insiders: who are they?

The insider with the most stakes in CII is AUDET PAUL , director at the company. Additionally, CII stock is highly held by McClements Kyle and director KESTER CARL W among others.

Did an insider recently sell CII stock?

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

Which insider recently purchased CII stock?

There have been 0 transaction(s) during the past 6-months in which BlackRock Enhanced Capital and Income Fund, Inc. insiders have bought stock, totalling 0 shares

How much of CII does insiders own?

Around 0 BlackRock Enhanced Capital and Income Fund, Inc. shares are held by insiders, which represents about N/A of CII stock.

Who is the insider with the largest stake?

CII director, AUDET PAUL holds the largest portfolio of the company's shares. CII shares owned by AUDET total nearly 16 thousand.

Which institution holds the most shares in CII?

CETERA INVESTMENT ADVISERS is the largest institutional owner in CII which holds 80.42 thousand shares worth $1.88M or 0.2% of the total CII shares outstanding followed by WILEY BROS.-AINTREE CAPITAL, LLC with ownership of 129.27 thousand shares representing 0.32% of the CII ownership. GUGGENHEIM CAPITAL LLC is the third largest stakeholder with 303.3 thousand shares or 0.74% of the ownership worth more than $7.09M.

Is BlackRock Enhanced Capital and Income Fund, Inc. 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 CII is concerned, it is a stock which is not optionable.

Is there a short position on CII's shares?

Number of CII 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 CII shares are there?

As of today, null shares of CII are outstanding.

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

CII 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 CII is null.

BlackRock Enhanced Capital and Income Fund (CII) 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

24.87% Percentage of Shares held by All Institutions

24.87% Percentage of Float held by Institutions

121

Number of Institutions Holding Shares

Institutional Ownership

About 24.87% of CII shares are held by financial institutions. CETERA INVESTMENT ADVISERS is the top corporate investor, holding 80.42K shares valued at $1.88M. A 0.2% stake in BlackRock Enhanced Capital and Income Fund, Inc. is owned by the company. WILEY BROS.-AINTREE CAPITAL, LLC owns 129.27K shares valued at $3.02M, which translates its holding of 0.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	80.42K	1.88M	1.6K	+2.03%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.32%	129.27K	3.02M	49.11K	+61.27%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.74%	303.3K	7.09M	58.39K	+23.84%
Dec 31, 2025	INVESCO LTD.	0.98%	399.99K	9.35M	-169.75K	-29.79%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.04%	424.75K	9.93M	93.35K	+28.17%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.07%	29.94K	699.75K	1.57K	+5.54%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.12%	47.05K	1.1M	3.41K	+7.81%
Dec 31, 2025		0.12%	48.1K	1.12M	5	+0.01%
Dec 31, 2025	HRT FINANCIAL LP	0.05%	21.6K	504K	21.6K	+100.00%
Dec 31, 2025	DAVENPORT & CO LLC	0.05%	22.03K	514.94K	2K	+9.98%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.12%	48.34K	1.13M	-2.99K	-5.83%
Dec 31, 2025	TPG ADVISORS LLC	0.12%	50.89K	1.19M	3.84K	+8.16%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	56.72K	1.33M	-401	-0.70%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.15%	60.4K	1.41M	678	+1.14%
Dec 31, 2025	COLONY GROUP, LLC	0.22%	88.7K	2.07M	88.7K	+100.00%
Dec 31, 2025	COHEN & STEERS, INC.	0.28%	112.85K	2.64M	0	0
Dec 31, 2025	GRANITESHARES ADVISORS LLC	0.29%	116.76K	2.73M	116.76K	+100.00%
Dec 31, 2025	NFP RETIREMENT, INC.	0.51%	206.99K	4.84M	7.99K	+4.02%
Dec 31, 2025	ROYAL BANK OF CANADA	0.57%	233.39K	5.45M	-81.87K	-25.97%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	17.55K	410.03K	-980	-5.29%
Dec 31, 2025	VISTA INVESTMENT PARTNERS II, LLC	0.05%	18.61K	434.81K	-52	-0.28%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.05%	18.99K	443.68K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	19.35K	452.09K	948	+5.15%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.05%	19.58K	457.63K	0	0
Dec 31, 2025	WEDBUSH SECURITIES INC	0.05%	20.89K	488K	30	+0.14%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	21.08K	492.55K	-976	-4.43%
Dec 31, 2025	DAVID J YVARS GROUP	0.04%	17.35K	405.54K	129	+0.75%
Dec 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	21.25K	496.54K	-118	-0.55%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.11%	44.66K	1.04M	8.48K	+23.44%
Dec 31, 2025	ONE8ZERO8, LLC	0.14%	59.08K	1.38M	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.16%	65.08K	1.52M	1.37K	+2.16%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.17%	70.8K	1.65M	0	0
Dec 31, 2025	UBS GROUP AG	1.04%	425.55K	9.95M	6.26K	+1.49%
Dec 31, 2025	FINANCIAL SECURITY ADVISOR, INC.	0.06%	22.6K	528.16K	6.44K	+39.83%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.06%	22.75K	531.67K	0	0
Dec 31, 2025	REGIONS FINANCIAL CORP	0.06%	25K	584.25K	15K	+150.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	25.13K	587.3K	269	+1.08%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.06%	25.3K	591.26K	-1	0.00%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.07%	27.66K	646.41K	6.42K	+30.21%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	31.41K	734K	-22.76K	-42.01%
Dec 31, 2025	CFO4LIFE GROUP, LLC	0.08%	33.12K	773.89K	357	+1.09%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.08%	34.34K	802.44K	6.68K	+24.17%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	16.49K	385.47K	2.44K	+17.35%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.23%	94K	2.2M	-21.46K	-18.58%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.12%	456.94K	10.68M	179	+0.04%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.18%	483.92K	11.31M	9.28K	+1.95%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.57%	1.05M	24.58M	8.75K	+0.84%
Dec 31, 2025	K2 PRINCIPAL FUND, L.P.	0.03%	10.68K	249.64K	0	0
Dec 31, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.03%	11K	257.07K	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.03%	11.01K	257.4K	0	0
Dec 31, 2025	AGP FRANKLIN, LLC	0.03%	11.68K	272.85K	0	0
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	11.87K	277.45K	0	0
Dec 31, 2025	LVZ, INC.	0.03%	13.38K	312.78K	0	0
Dec 31, 2025	GENESEE CAPITAL ADVISORS, LLC	0.03%	14.06K	328.54K	-4K	-22.15%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	14.19K	331.62K	0	0
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.04%	16.44K	384.09K	0	0
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	21.43K	500.75K	0	0
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.06%	22.79K	532.56K	-1.25K	-5.21%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	23.72K	554.27K	-2.51K	-9.58%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.09%	37.35K	872.81K	7.53K	+25.26%
Dec 31, 2025	JANE STREET GROUP, LLC	0.09%	38.01K	888.39K	38.01K	+100.00%
Dec 31, 2025	NEXT LEVEL PRIVATE LLC	0.1%	41.91K	979.43K	760	+1.85%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.59%	240.89K	5.63M	-38.58K	-13.80%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.77%	314.72K	7.36M	-44.22K	-12.32%
Dec 31, 2025	LPL FINANCIAL LLC	1.22%	499.29K	11.67M	4.69K	+0.95%
Dec 31, 2025	MORGAN STANLEY	1.71%	701.18K	16.39M	1.19K	+0.17%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.73%	706.74K	16.52M	-7.02K	-0.98%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.15%	60.39K	1.41M	3.57K	+6.28%
Sep 30, 2025	VISTA INVESTMENT PARTNERS II, LLC	0.05%	18.66K	429.13K	-559	-2.91%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.28%	115.46K	2.66M	9.85K	+9.33%
Sep 30, 2025		0.12%	48.09K	1.11M	48.09K	+100.00%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.07%	27.65K	636.02K	-823	-2.89%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	26.23K	603K	-1.77K	-6.31%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.07%	28.37K	652.54K	-217	-0.76%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.06%	22.75K	523.25K	0	0
Sep 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	21.37K	491.4K	-51	-0.24%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.05%	21.24K	488.57K	21.24K	+100.00%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.05%	19.58K	450.39K	9.61K	+96.41%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.55%	1.04M	23.99M	35.99K	+3.57%
Sep 30, 2025	ROYAL BANK OF CANADA	0.77%	315.25K	7.25M	23.56K	+8.08%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.2%	80.16K	1.84M	21.37K	+36.35%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	18.4K	423.13K	0	0
Sep 30, 2025	GENESEE CAPITAL ADVISORS, LLC	0.04%	18.06K	415.33K	0	0
Sep 30, 2025	DAVID J YVARS GROUP	0.04%	17.22K	396.16K	-2.3K	-11.76%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.04%	16.44K	378.01K	0	0
Sep 30, 2025	FINANCIAL SECURITY ADVISOR, INC.	0.04%	16.16K	371.72K	78	+0.49%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	14.19K	326.37K	0	0
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.03%	13.91K	320K	0	0
Sep 30, 2025	LVZ, INC.	0.03%	13.38K	307.83K	-401	-2.91%
Sep 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.03%	12K	276K	0	0
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	11.87K	273.06K	-140	-1.17%
Sep 30, 2025	AGP FRANKLIN, LLC	0.03%	11.68K	268.53K	0	0
Sep 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.03%	11K	253K	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.03%	10.7K	246.1K	0	0
Sep 30, 2025	K2 PRINCIPAL FUND, L.P.	0.03%	10.68K	245.69K	0	0
Sep 30, 2025	NFP RETIREMENT, INC.	0.49%	199K	4.58M	12.91K	+6.94%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.11%	43.64K	1M	5.02K	+13.00%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.11%	43.41K	998.43K	-35.29K	-44.84%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.1%	42.66K	981.18K	0	0
Sep 30, 2025	NEXT LEVEL PRIVATE LLC	0.1%	41.15K	955.92K	425	+1.04%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	22.05K	507.19K	-69.94K	-76.03%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.05%	18.99K	436.66K	2K	+11.78%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.6%	244.92K	5.63M	54.86K	+28.86%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.23%	94.59K	2.18M	-180.1K	-65.57%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.17%	70.8K	1.63M	-1.5K	-2.07%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	57.12K	1.31M	1.47K	+2.65%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.16%	63.7K	1.47M	-27.63K	-30.25%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.15%	59.72K	1.37M	369	+0.62%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.14%	56.83K	1.31M	480	+0.85%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.13%	51.33K	1.18M	-807	-1.55%
Sep 30, 2025	TPG ADVISORS LLC	0.12%	47.05K	1.08M	2.16K	+4.81%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.09%	36.18K	832.19K	3.43K	+10.47%
Sep 30, 2025	CFO4LIFE GROUP, LLC	0.08%	32.76K	753.43K	201	+0.62%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.07%	29.87K	687.1K	8.79K	+41.68%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.74%	713.76K	16.42M	10.15K	+1.44%
Sep 30, 2025	INVESCO LTD.	1.39%	569.74K	13.1M	7.06K	+1.26%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	24.86K	571.81K	-1.73K	-6.52%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.06%	24.04K	552.95K	24.04K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.21%	494.6K	11.38M	17.65K	+3.70%
Sep 30, 2025	ONE8ZERO8, LLC	0.14%	59.08K	1.36M	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.68%	279.47K	6.43M	-7.58K	-2.64%
Sep 30, 2025	COHEN & STEERS, INC.	0.28%	112.85K	2.6M	-47.47K	-29.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	78.82K	1.81M	1.95K	+2.53%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	29.82K	685.8K	11.9K	+66.41%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	21.43K	492.82K	0	0
Sep 30, 2025	DAVENPORT & CO LLC	0.05%	20.03K	460.78K	-296	-1.46%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.05%	20.86K	480K	-38	-0.18%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	18.53K	426.08K	5K	+36.97%
Sep 30, 2025	MORGAN STANLEY	1.71%	699.99K	16.1M	10.19K	+1.48%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.16%	474.64K	10.72M	46.38K	+10.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.12%	456.76K	10.51M	685	+0.15%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.81%	331.39K	7.62M	149.33K	+82.02%
Sep 30, 2025	UBS GROUP AG	1.02%	419.29K	9.64M	5.53K	+1.34%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.88%	358.94K	8.26M	11.8K	+3.40%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	54.17K	1.25M	-15	-0.03%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.06%	25.3K	581.91K	-160	-0.63%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.01%	5.67K	121.06K	0	0
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	4.38K	92.73K	0	0
Jun 30, 2025	DAVID J YVARS GROUP	0.05%	19.52K	416.73K	35	+0.18%
Jun 30, 2025	GENESEE CAPITAL ADVISORS, LLC	0.04%	18.06K	385.54K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.04%	17.92K	382.54K	1.34K	+8.08%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	16.99K	362.63K	0	0
Jun 30, 2025	FINANCIAL SECURITY ADVISOR, INC.	0.04%	16.08K	343.4K	1.09K	+7.24%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.04%	14.76K	315.06K	-35.95K	-70.89%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	14.54K	310.51K	14.54K	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	14.19K	302.96K	-1.07K	-6.98%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.03%	13.91K	297.04K	10	+0.07%
Jun 30, 2025	LVZ, INC.	0.03%	13.79K	294.31K	-1.43K	-9.40%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	3.4K	72.47K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	3.18K	67.98K	3.18K	+100.00%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.01%	2.11K	45.05K	2.11K	+100.00%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	2K	42.7K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.08%	32.75K	658.36K	10.56K	+47.61%
Jun 30, 2025	CFO4LIFE GROUP, LLC	0.08%	32.56K	695.1K	222	+0.69%
Jun 30, 2025	NFP RETIREMENT, INC.	0.44%	186.09K	3.97M	-7.26K	-3.76%
Jun 30, 2025	TABLEAUX LLC	0.14%	59.69K	3.15M	59.69K	+100.00%
Jun 30, 2025	ONE8ZERO8, LLC	0.14%	59.08K	1.26M	0	0
Jun 30, 2025	UBS GROUP AG	0.99%	413.76K	8.83M	-20.32K	-4.68%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.07%	28.48K	607.97K	28.48K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	28K	598K	-1.55K	-5.24%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.06%	25.46K	543.59K	19.86K	+354.66%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.05%	22.75K	485.71K	0	0
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.05%	21.81K	465.54K	-131.87K	-85.81%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	21.43K	457.47K	0	0
Jun 30, 2025	CALAMOS ADVISORS LLC	0.05%	21.09K	450.17K	2.76K	+15.09%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.05%	20.89K	446K	-8.88K	-29.82%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	76.87K	1.64M	705	+0.93%
Jun 30, 2025		0.14%	59.08K	1.26M	0	0
Jun 30, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0%	1.53K	32.62K	32	+2.14%
Jun 30, 2025	KEY FINANCIAL INC	0%	1.33K	28.35K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	543	11.59K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.68%	703.61K	15.02M	-16.18K	-2.25%
Jun 30, 2025	INVESCO LTD.	1.34%	562.68K	12.01M	8.19K	+1.48%
Jun 30, 2025	LPL FINANCIAL LLC	1.14%	476.95K	10.18M	36.23K	+8.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.09%	456.07K	9.74M	-15.3K	-3.25%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.02%	428.26K	9.14M	37.65K	+9.64%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.83%	347.15K	7.41M	15.05K	+4.53%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.45%	190.06K	4.06M	152.84K	+410.65%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.43%	182.06K	3.89M	36.16K	+24.78%
Jun 30, 2025	COHEN & STEERS, INC.	0.38%	160.32K	3.42M	15K	+10.32%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.25%	105.61K	2.25M	13.42K	+14.56%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.22%	93.1K	1.99M	350	+0.38%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.22%	92K	1.96M	-100	-0.11%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.19%	78.7K	1.68M	-6.46K	-7.58%
Jun 30, 2025	NEXT LEVEL PRIVATE LLC	0.1%	40.73K	869.47K	467	+1.16%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.09%	38.62K	824.47K	1.74K	+4.71%
Jun 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.03%	11K	234.85K	11K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.4%	1.01M	21.5M	57.98K	+6.11%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.65%	274.69K	5.86M	-323.94K	-54.11%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.03%	13.42K	287K	13.42K	+100.00%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	12.01K	256.46K	-2.08K	-14.73%
Jun 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.03%	12K	256.2K	12K	+100.00%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.43%	178.65K	3.81M	-177.85K	-49.89%
Jun 30, 2025	K2 PRINCIPAL FUND, L.P.	0.03%	10.68K	228.06K	-654	-5.77%
Jun 30, 2025	HRT FINANCIAL LP	0.02%	10.27K	219K	10.27K	+100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0.02%	6.85K	146	-1.22K	-15.12%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.02%	6.5K	138.78K	0	0
Jun 30, 2025	MORGAN STANLEY	1.64%	689.8K	14.73B	-28.2K	-3.93%
Jun 30, 2025	ROYAL BANK OF CANADA	0.7%	291.69K	6.23M	-5.08K	-1.71%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	58.79K	1.26M	24.56K	+71.77%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	55.65K	1.19M	2.24K	+4.19%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	26.59K	567.79K	3.43K	+14.82%
Jun 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	21.42K	457.23K	-62	-0.29%
Jun 30, 2025	DAVENPORT & CO LLC	0.05%	20.33K	434.05K	0	0
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.04%	18.39K	392.71K	18.39K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.22%	91.34K	1.95M	9.34K	+11.40%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.17%	73.06K	1.56M	-30.81K	-29.66%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.17%	72.3K	1.54M	2.5K	+3.58%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	59.35K	1.27M	59.35K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	56.35K	1.2M	5.09K	+9.92%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	54.19K	1.16M	-9.52K	-14.94%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	52.14K	1.11M	26.91K	+106.66%
Jun 30, 2025	TPG ADVISORS LLC	0.11%	44.89K	958.4K	8.96K	+24.93%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.1%	42.66K	910.79K	0	0
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.07%	28.59K	610.35K	141	+0.50%
Jun 30, 2025	BOGART WEALTH, LLC	0.01%	6.25K	133.44K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.68%	287.05K	6.13M	-1.5K	-0.52%
Mar 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0.12%	50.72K	936.21K	310	+0.62%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	81.99K	1.51M	81.99K	+100.00%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	0.2%	85.16K	1.57M	-34.35K	-28.74%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	34.23K	632.83K	5.81K	+20.43%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	23.16K	427.8K	-5.5K	-19.18%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.05%	22.9K	422.97K	548	+2.45%
Mar 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	21.48K	396.7K	-184	-0.85%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.79%	332.1K	6.13M	9.97K	+3.09%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.22%	92.75K	1.71M	-1.69K	-1.79%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.22%	92.18K	1.7M	16.66K	+22.06%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.22%	92.1K	1.7M	-16.15K	-14.92%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	76.17K	1.41M	4.11K	+5.71%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.17%	69.8K	1.29M	-1K	-1.41%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	63.7K	1.18M	3.43K	+5.69%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.07%	29.77K	550K	4.98K	+20.08%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	29.55K	546K	5.28K	+21.77%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.23%	97.97K	1.81M	-84.05K	-46.18%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.36%	153.67K	2.84M	75.22K	+95.88%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.35%	145.91K	2.69M	70.05K	+92.34%
Mar 31, 2025	COHEN & STEERS, INC.	0.35%	145.32K	2.68M	-87.13K	-37.48%
Mar 31, 2025	CFO4LIFE GROUP, LLC	0.08%	32.34K	597.23K	217	+0.68%
Mar 31, 2025	TPG ADVISORS LLC	0.09%	35.93K	663.66K	4.92K	+15.87%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.09%	36.88K	681.16K	16.58K	+81.63%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.09%	37.22K	687.44K	10.33K	+38.40%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.1%	41.02K	753.81K	41.02K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	42.92K	793K	1.59K	+3.86%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.07%	28.45K	525.41K	244	+0.87%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.06%	25.23K	465.99K	-17.07K	-40.35%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	51.26K	947.01K	430	+0.85%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	53.41K	986.45K	3.51K	+7.03%
Mar 31, 2025		0.14%	59.08K	1.09M	0	0
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.25%	103.87K	1.92M	30.41K	+41.41%
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	0.85%	356.5K	6.58M	-422.76K	-54.25%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.93%	390.62K	7.22M	37.01K	+10.47%
Mar 31, 2025	UBS GROUP AG	1.03%	434.08K	8.02M	-29.87K	-6.44%
Mar 31, 2025	LPL FINANCIAL LLC	1.05%	440.73K	8.14M	14.83K	+3.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.12%	471.37K	8.71M	-2.59K	-0.55%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.42%	598.63K	11.06M	-255.76K	-29.93%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.25%	949.14K	17.53M	30.17K	+3.28%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.05%	22.19K	409.85K	-10.56K	-32.25%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.05%	22.75K	420.19K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.69%	288.55K	5.8M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.7%	296.77K	5.48M	-42.52K	-12.53%
Mar 31, 2025	MORGAN STANLEY	1.7%	718K	13.26M	22.67K	+3.26%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.71%	719.79K	13.29M	4.02K	+0.56%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.09%	37.39K	690.61K	37.39K	+100.00%
Mar 31, 2025	NEXT LEVEL PRIVATE LLC	0.1%	40.26K	743.56K	456	+1.15%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.1%	42.66K	787.93K	0	0
Mar 31, 2025	INVESCO LTD.	1.32%	554.49K	10.24M	-59.65K	-9.71%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	15.99K	311.55K	0	0
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.04%	15.77K	307.26K	15.77K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.69%	304.3K	5.93M	-26.47K	-8.00%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.69%	304.44K	5.93M	145.19K	+91.18%
Mar 31, 2024	UBS GROUP AG	1.08%	475.52K	9.27M	-2.46K	-0.52%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.2%	529.72K	10.32M	30.29K	+6.07%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.22%	539.24K	10.51M	73.53K	+15.79%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.45%	639.06K	12.46M	81.74K	+14.67%
Mar 31, 2024	MORGAN STANLEY	1.65%	728.85K	14.21M	841	+0.12%
Mar 31, 2024	FINANCIAL SECURITY ADVISOR, INC.	0.02%	10.73K	209.16K	57	+0.53%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.03%	11.07K	215.83K	0	0
Mar 31, 2024	EUDAIMONIA PARTNERS, LLC	0.03%	11.68K	227.55K	0	0
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.03%	11.9K	231.93K	0	0
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.03%	12.83K	250.04K	-1.02K	-7.39%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	14.29K	278.45K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.04%	15.7K	305.97K	-1.22K	-7.21%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.53%	234.94K	4.58M	76.43K	+48.22%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.33%	147.37K	2.87M	-2.9K	-1.93%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.31%	134.98K	2.63M	-41.52K	-23.52%
Mar 31, 2024	COHEN & STEERS, INC.	0.24%	104.14K	2.03M	0	0
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.21%	94.7K	1.85M	-682	-0.72%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.2%	88.7K	1.73M	-59.28K	-40.06%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.19%	83.92K	1.64M	50.02K	+147.56%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.18%	81.13K	1.58M	38.69K	+91.16%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.18%	79.94K	1.56M	-963	-1.19%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.17%	75.8K	1.48M	0	0
Mar 31, 2024	VIRTUE CAPITAL MANAGEMENT, LLC	0.06%	27.79K	529.08K	7.07K	+34.11%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.06%	27.76K	541.12K	27.76K	+100.00%
Mar 31, 2024	DAVENPORT & CO LLC	0.04%	19.39K	377.81K	0	0
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.04%	17.25K	336.2K	0	0
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.04%	16.2K	315.68K	-1.16K	-6.66%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.17%	73.04K	1.42M	73.04K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	71.22K	1.39M	3.2K	+4.71%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.14%	61.24K	1.19M	50.43K	+466.37%
Mar 31, 2024	WHITTIER TRUST CO OF NEVADA INC	0.12%	54.05K	1.05M	34.3K	+173.68%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.12%	51.18K	997.59K	-9.3K	-15.37%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.1%	46.14K	899.27K	-1.86K	-3.87%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.1%	45.03K	877.67K	-595	-1.30%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.1%	45.03K	839.73K	-2.3K	-4.86%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.09%	39.54K	771K	-1.24K	-3.03%
Mar 31, 2024	NEXT LEVEL PRIVATE LLC	0.09%	38.81K	756.32K	302	+0.78%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	24.79K	483K	432	+1.77%
Mar 31, 2024	DAVID J YVARS GROUP	0.05%	23.92K	466.16K	68	+0.29%
Mar 31, 2024	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	21.75K	423.93K	-83	-0.38%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.05%	21.43K	417.61K	-4.47K	-17.26%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.05%	20.34K	396.51K	-2.82K	-12.17%
Mar 31, 2024	GENESEE CAPITAL ADVISORS, LLC	0.05%	20.28K	395.16K	0	0
Mar 31, 2024	LVZ, INC.	0.04%	19.63K	382.57K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	35.48K	691K	35.48K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.08%	34.52K	672.7K	-641	-1.82%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.07%	32.53K	634.08K	2.2K	+7.27%
Mar 31, 2024	CFO4LIFE GROUP, LLC	0.07%	31.65K	616.8K	147	+0.47%
Mar 31, 2024	FORT PITT CAPITAL GROUP, LLC	4.38%	1.94M	37.71M	-133K	-6.43%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.74%	328.24K	6.4M	-10.98K	-3.24%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.77%	338.05K	6.59M	-23.93K	-6.61%
Mar 31, 2024	LPL FINANCIAL LLC	0.9%	397.19K	7.74M	15.1K	+3.95%
Mar 31, 2024	ROYAL BANK OF CANADA	0.94%	414.09K	8.07M	-74.89K	-15.32%
Mar 31, 2024	INVESCO LTD.	1.05%	461.87K	9M	-56.06K	-10.82%
Dec 31, 2023	LPL FINANCIAL LLC	0.87%	382.09K	7.26M	82.09K	+27.36%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.06%	465.71K	8.85M	4.55K	+0.99%
Dec 31, 2023	UBS GROUP AG	1.08%	477.99K	9.08M	9.19K	+1.96%
Dec 31, 2023	ROYAL BANK OF CANADA	1.11%	488.99K	9.29M	-11.99K	-2.39%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.13%	499.43K	9.49M	27.52K	+5.83%
Dec 31, 2023	INVESCO LTD.	1.17%	517.93K	9.84M	12.67K	+2.51%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.26%	557.32K	10.59M	-34.07K	-5.76%
Dec 31, 2023	MORGAN STANLEY	1.65%	728.01K	13.83M	-48.02K	-6.19%
Dec 31, 2023	FORT PITT CAPITAL GROUP, LLC	4.69%	2.07M	39.29M	-28.58K	-1.36%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	15.11K	287.09K	610	+4.21%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	15.99K	303.72K	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.04%	16.92K	321.46K	-1K	-5.58%
Dec 31, 2023	WEALTHSPIRE ADVISORS, LLC	0.04%	17.25K	327.75K	0	0
Dec 31, 2023	TBH GLOBAL ASSET MANAGEMENT, LLC	0.04%	17.56K	333.72K	-7.89K	-31.01%
Dec 31, 2023	DAVENPORT & CO LLC	0.04%	19.39K	368.32K	-400	-2.02%
Dec 31, 2023	LVZ, INC.	0.04%	19.63K	372.95K	0	0
Dec 31, 2023	WHITTIER TRUST CO OF NEVADA INC	0.04%	19.75K	375.23K	-1.52K	-7.13%
Dec 31, 2023	GENESEE CAPITAL ADVISORS, LLC	0.05%	20.28K	385.23K	20.28K	+100.00%
Dec 31, 2023	VIRTUE CAPITAL MANAGEMENT, LLC	0.05%	20.72K	386.09K	20.72K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.34%	150.28K	2.86M	-4.66K	-3.01%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.34%	147.98K	2.81M	-4.03K	-2.65%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.25%	109.86K	5.78M	109.86K	+100.00%
Dec 31, 2023	COHEN & STEERS, INC.	0.24%	104.14K	1.98M	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	68.02K	1.29M	-1.01K	-1.46%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.14%	60.48K	1.15M	-2.55K	-4.04%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.11%	48K	911.96K	2.31K	+5.07%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.11%	47.33K	899.23K	2.3K	+5.11%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.1%	45.63K	866.92K	2.76K	+6.43%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	42.44K	806.34K	42.44K	+100.00%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.09%	40.78K	775K	17	+0.04%
Dec 31, 2023	NEXT LEVEL PRIVATE LLC	0.09%	38.5K	731.56K	245	+0.64%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.08%	35.16K	667.96K	11.57K	+49.03%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.08%	33.9K	644.05K	2.16K	+6.79%
Dec 31, 2023	CFO4LIFE GROUP, LLC	0.07%	31.5K	598.51K	202	+0.65%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.18%	80.9K	1.54M	2.13K	+2.70%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.07%	30.33K	576.29K	30.33K	+100.00%
Dec 31, 2023		0.04%	17.35K	329.68K	17.35K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.06%	24.35K	463K	-1.54K	-5.95%
Dec 31, 2023	DAVID J YVARS GROUP	0.05%	23.85K	453.14K	-7.12K	-23.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.05%	23.16K	440.09K	1.71K	+7.95%
Dec 31, 2023	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	21.83K	414.85K	-124	-0.56%
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.22%	95.38K	1.81M	17.46K	+22.40%
Dec 31, 2023	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	14.29K	271.45K	-2.07K	-12.63%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.82%	361.98K	6.88M	-54.06K	-12.99%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.77%	339.21K	6.45M	-10.4K	-2.98%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.4%	176.49K	3.35M	-18.13K	-9.32%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.36%	159.25K	3.03M	159.25K	+100.00%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.17%	75.8K	1.44M	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.36%	158.51K	3.01M	2.72K	+1.74%

Insiders

Among the CII insiders holding of N/A of the stake in company, AUDET PAUL, director, holds the largest shares of 16K. MCCLEMENTS KYLE, , is the second largest CII insider with ownership of 4.47K shares. KESTER CARL W, director, stands third with possession of 1K shares of that stake.

Insiders	Designation	Shares Held
AUDET PAUL	director	16K
MCCLEMENTS KYLE		4.47K
KESTER CARL W	director	1K
CASTELLANO MICHAEL J	director	800
ROBARDS KAREN P	director	750
FULLERTON BRIAN	Managing Director	574
GABBAY HENRY	director	100
CAVANAGH RICHARD	director	100
BECKWITH GEORGE NICHOLAS III	director	100
HARRIS JERROLD B	director	100

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 23, 2020	MCCLEMENTS KYLE	PURCHASE	10.70	885	9.47K	4.47K
Mar 18, 2020	MCCLEMENTS KYLE	PURCHASE	10.91	746	8.14K	3.54K
Jan 16, 2019	GABBAY HENRY	PURCHASE	14.92	90	1.34K	100
Jan 15, 2019	GABBAY HENRY	PURCHASE	14.76	10	147.6	10
Dec 09, 2014	GABBAY HENRY	SALE	14.69	800	11.75K	0
Dec 19, 2013	MCCLEMENTS KYLE	PURCHASE	13.53	1K	13.53K	1.76K
Sep 10, 2013	MCCLEMENTS KYLE	PURCHASE	13.12	500	6.56K	745
Dec 13, 2012	CASTELLANO MICHAEL J	PURCHASE	12.71	800	10.17K	800
Dec 05, 2011	AUDET PAUL	PURCHASE	12.61	16K	201.74K	16K
Feb 10, 2010	MCCLEMENTS KYLE	PURCHASE	14.22	200	2.84K	200
Jan 22, 2009	GABBAY HENRY	PURCHASE	10.98	800	8.78K	800
Feb 15, 2008	HARRIS JERROLD B	PURCHASE	18.35	100	1.84K	100
Dec 21, 2007	CAVANAGH RICHARD	PURCHASE	19.31	100	1.93K	100
Dec 20, 2007	BECKWITH GEORGE NICHOLAS III	PURCHASE	18.95	100	1.9K	100
Jun 23, 2005	ROBARDS KAREN P	PURCHASE	17.55	750	13.17K	750
Mar 04, 2005	KESTER CARL W	PURCHASE	18.18	1K	18.18K	1K
Jul 21, 2004	FULLERTON BRIAN	PURCHASE	17.50	574	10.05K	574

Frequently Asked Questions