How many institutions own DFP 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 DFP shares is 82, representing 24.83% of the company's common stock.

Who are the major shareholders selling Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in DFP by -1.61% restricting it's holding to 47.55 thousand shares of worth nearly $954.34K. BAIRD FINANCIAL GROUP, INC. also lessened -0.73% of the DFP shares from its portfolio, reducing its holding to 19.33 thousand shares of worth $387.85K. ROYAL BANK OF CANADA also shunned DFP shares holding by -18.35% last quarter which brought its holding to 31.24 thousand shares worth $627.00K.

Investors who are buying DFP stock?

As per its latest 13F filing, COHEN & STEERS, INC. increased its stake in DFP by 3.25% in the last quarter. The institutional holder raised its holding to 476.49 thousand shares having worth more than $9.56M. STANCE CAPITAL LLC also added 100% more shares of DFP to its portfolio, raising its holding to 8.71 thousand shares of worth $174.78K. WOLVERINE ASSET MANAGEMENT LLC also increased its DFP shares holding by 908.99% which brought its holding to 8.19 thousand shares worth $164.43K.

DFP's major insiders: who are they?

The insider with the most stakes in DFP is ETTINGER ROBERT M , at the company. Additionally, DFP stock is highly held by CFO, VP & TREASURER STONE BRADFORD S and CEO, President CHADWICK ROBERT E among others.

Did an insider recently sell DFP stock?

Company executives, directors, and other insiders own N/A percent of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DFP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DFP stock?

There have been 0 transaction(s) during the past 6-months in which Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. insiders have bought stock, totalling 0 shares

How much of DFP does insiders own?

Around 0 Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. shares are held by insiders, which represents about N/A of DFP stock.

Who is the insider with the largest stake?

DFP , ETTINGER ROBERT M holds the largest portfolio of the company's shares. DFP shares owned by ETTINGER total nearly 38.59 thousand.

Which institution holds the most shares in DFP?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in DFP which holds 47.55 thousand shares worth $954.34K or 0.23% of the total DFP shares outstanding followed by COHEN & STEERS, INC. with ownership of 476.49 thousand shares representing 2.32% of the DFP ownership. STANCE CAPITAL LLC is the third largest stakeholder with 8.71 thousand shares or 0.04% of the ownership worth more than $174.78K.

Is Flaherty & Crumrine Dynamic Preferred 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 DFP is concerned, it is a stock which is not optionable.

Is there a short position on DFP's shares?

Number of DFP 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 DFP shares are there?

As of today, null shares of DFP are outstanding.

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

DFP 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 DFP is null.

Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) 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

24.83% Percentage of Shares held by All Institutions

24.83% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 24.83% of DFP shares are held by financial institutions. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 47.55K shares valued at $954.34K. A 0.23% stake in Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. is owned by the company. COHEN & STEERS, INC. owns 476.49K shares valued at $9.56M, which translates its holding of 2.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.23%	47.55K	954.34K	-780	-1.61%
Mar 31, 2026	COHEN & STEERS, INC.	2.32%	476.49K	9.56M	15K	+3.25%
Mar 31, 2026	STANCE CAPITAL LLC	0.04%	8.71K	174.78K	8.71K	+100.00%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.04%	8.19K	164.43K	7.38K	+908.99%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.06%	12.7K	255K	0	0
Mar 31, 2026	CATALINA CAPITAL GROUP, LLC	0.07%	14.05K	281.88K	60	+0.43%
Mar 31, 2026	MATHES COMPANY, INC.	0.09%	18K	361K	0	0
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.09%	19.33K	387.85K	-143	-0.73%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.15%	30.27K	607.5K	45	+0.15%
Mar 31, 2026	ROYAL BANK OF CANADA	0.15%	31.24K	627K	-7.02K	-18.35%
Mar 31, 2026		0.21%	44K	883.08K	-1.01K	-2.25%
Mar 31, 2026	CERITY PARTNERS LLC	0.07%	14.3K	287K	0	0
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	6.76K	137.56K	0	0
Mar 31, 2026	MORGAN STANLEY	0.58%	118.6K	2.38M	-10.57K	-8.18%
Mar 31, 2026	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	20.5K	411.44K	0	0
Mar 31, 2026	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	10.95K	219.77K	0	0
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.06%	11.5K	230.81K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.06%	12.3K	246.93K	33	+0.27%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.85%	175.33K	3.52M	17.02K	+10.75%
Mar 31, 2026	LPL FINANCIAL LLC	0.92%	188.73K	3.79M	-7.29K	-3.72%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.15%	237.08K	4.76M	-42.15K	-15.10%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	2.83%	581.57K	11.67M	136.24K	+30.59%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.05%	10.25K	205.64K	0	0
Mar 31, 2026	FIDUCIARY ALLIANCE LLC	0.05%	10.35K	216.21K	0	0
Mar 31, 2026	ABEL HALL, LLC	0.05%	10.5K	210.74K	0	0
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.08%	15.48K	311K	-100	-0.64%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.09%	17.94K	364.85K	92	+0.52%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.11%	22.09K	443.27K	-690	-3.03%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.11%	22.6K	453.63K	-678	-2.91%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.11%	22.87K	459.03K	1.38K	+6.43%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	25.7K	515.77K	9	+0.04%
Mar 31, 2026	HRT FINANCIAL LP	0.13%	27.05K	542K	27.05K	+100.00%
Mar 31, 2026	SEAMOUNT FINANCIAL GROUP INC	0.22%	44.99K	902.98K	-2.09K	-4.43%
Mar 31, 2026	COLONY GROUP, LLC	0.7%	142.89K	2.87M	-5.69K	-3.83%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.18%	242.8K	4.87M	-58.45K	-19.40%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.03%	5.28K	105.87K	825	+18.54%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0.03%	5.27K	105.81K	1.02K	+24.05%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.02%	4.5K	90.32K	0	0
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.02%	4.28K	85.97K	75	+1.78%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.35K	67.13K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2.9K	58.2K	100	+3.57%
Mar 31, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2.3K	46.16K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.01K	40.34K	210	+11.67%
Mar 31, 2026	CWM, LLC	0.01%	1.84K	36.86K	-1	-0.05%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	6.04%	1.24M	24.91M	23.17K	+1.90%
Mar 31, 2026	INVESCO LTD.	1.47%	301.7K	6.06M	-7.22K	-2.34%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	90.71K	1.82M	-3.35K	-3.56%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.44%	89.39K	1.79M	1.69K	+1.93%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.19%	39.93K	801.42K	1.07K	+2.75%
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.18%	37.47K	752.05K	-5.36K	-12.52%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.18%	36.14K	725.37K	-1.01K	-2.71%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.17%	34.19K	686K	-207	-0.60%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.16%	33.54K	673.17K	204	+0.61%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.05%	10.78K	216.27K	604	+5.94%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.52%	107.62K	2.16M	600	+0.56%
Mar 31, 2026	FIERA CAPITAL CORP	0.47%	97.03K	1.95M	-4.57K	-4.50%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.21%	42.19K	847K	6.76K	+19.07%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.2%	41.19K	826.72K	1.94K	+4.95%
Mar 31, 2026	SMITH ASSET MANAGEMENT CO., LLC	0.46%	95.07K	1.91M	-1.82K	-1.88%
Mar 31, 2026	UBS GROUP AG	0.04%	7.37K	147.9K	-2.53K	-25.53%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.46%	94.78K	1.9M	-66	-0.07%
Mar 31, 2026	REVISOR WEALTH MANAGEMENT LLC	0.3%	61.02K	1.22M	-1.06K	-1.70%
Mar 31, 2026	1776 WEALTH LLC	0.25%	52.04K	1.04M	-94	-0.18%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.21%	42.59K	854.7K	1.95K	+4.79%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	40.01K	799.82K	3.08K	+8.34%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	51.05K	1.02M	2.48K	+5.10%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	7.59K	157.78K	7.59K	+100.00%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	19.47K	404.74K	-154	-0.78%
Dec 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	20.5K	426.2K	0	0
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.14%	28.98K	42.91K	28.98K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.15%	30.22K	628.35K	-23	-0.08%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	33.34K	693.08K	-1.38K	-3.96%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.17%	34.4K	715K	3.28K	+10.54%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	35.44K	737K	2.04K	+6.11%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.18%	37.15K	772.34K	-2.36K	-5.96%
Dec 31, 2025	ROYAL BANK OF CANADA	0.19%	38.26K	795K	4.37K	+12.89%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	38.86K	807.95K	487	+1.27%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.19%	39.25K	815.97K	1.47K	+3.89%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	40.64K	844.93K	-31.59K	-43.73%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.21%	42.83K	890.5K	-2.84K	-6.22%
Dec 31, 2025		0.22%	45.01K	935.82K	45.01K	+100.00%
Dec 31, 2025	SEAMOUNT FINANCIAL GROUP INC	0.23%	47.08K	978.8K	7	+0.01%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	48.33K	1M	-1.82K	-3.63%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	48.57K	1.01M	3.9K	+8.72%
Dec 31, 2025	1776 WEALTH LLC	0.25%	52.13K	1.08M	-609	-1.15%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.28%	57.01K	1.19M	-12.43K	-17.90%
Dec 31, 2025	REVISOR WEALTH MANAGEMENT LLC	0.3%	62.08K	1.33M	-1.54K	-2.42%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.47%	96.88K	2.01M	-4.16K	-4.12%
Dec 31, 2025	FIERA CAPITAL CORP	0.49%	101.6K	2.11M	47.67K	+88.39%
Dec 31, 2025	MORGAN STANLEY	0.63%	129.17K	2.69M	-1.57K	-1.20%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	12.27K	255.09K	-259	-2.07%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	21.49K	446.76K	-1.59K	-6.91%
Dec 31, 2025	STRATEGIC ADVOCATES LLC	0.11%	21.93K	457.2K	-3.55K	-13.93%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.11%	22.78K	473.51K	148	+0.65%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.11%	23.28K	483.97K	2.05K	+9.65%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	25.69K	534.1K	25.69K	+100.00%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	36.93K	767.71K	2.9K	+8.52%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.43%	87.7K	1.82M	-5.92K	-6.33%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	94.06K	1.96M	4.27K	+4.75%
Dec 31, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	13.99K	290.75K	39	+0.28%
Dec 31, 2025	CERITY PARTNERS LLC	0.07%	14.3K	297.3K	0	0
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.08%	15.58K	324K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.09%	17.85K	371K	11.27K	+171.49%
Dec 31, 2025	MATHES COMPANY, INC.	0.09%	18K	374K	2.5K	+16.13%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.46%	94.85K	1.97M	-1.24K	-1.29%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.52%	107.02K	2.22M	27.52K	+34.61%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.47%	301.25K	6.26M	-55.64K	-15.59%
Dec 31, 2025	INVESCO LTD.	1.5%	308.92K	6.42M	-15.88K	-4.89%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.02%	4.5K	93.56K	0	0
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.03%	5.31K	110.33M	5.31K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.72%	148.59K	3.09M	148.59K	+100.00%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.77%	158.32K	3.29M	36.3K	+29.75%
Dec 31, 2025	LPL FINANCIAL LLC	0.95%	196.02K	4.08M	-25.75K	-11.61%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.36%	279.23K	5.81M	-26.28K	-8.60%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	2.17%	445.33K	9.26M	86.98K	+24.27%
Dec 31, 2025	COHEN & STEERS, INC.	2.25%	461.49K	9.59M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.93%	1.22M	25.32M	-63.41K	-4.95%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.01%	2.4K	49.9K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2.8K	58.21K	-9	-0.32%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.35K	69.54K	0	0
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.02%	4.21K	87.49K	77	+1.86%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.02%	4.25K	88.36K	0	0
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.02%	4.45K	92.52K	200	+4.71%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	6.76K	140.6K	6.76K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.05%	9.9K	205.72K	-1.59K	-13.81%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	10.17K	211.48K	-11.28K	-52.59%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.05%	10.25K	213.01K	-3.32K	-24.50%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.05%	10.27K	213.52K	10	+0.10%
Dec 31, 2025	FIDUCIARY ALLIANCE LLC	0.05%	10.35K	215.18K	0	0
Dec 31, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	10.95K	227.65K	0	0
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.06%	11.5K	239.09K	0	0
Dec 31, 2025	WEDBUSH SECURITIES INC	0.06%	12.7K	264K	-100	-0.78%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	34.71K	751.2K	-1.11K	-3.09%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.18%	37.78K	817.49K	1.43K	+3.93%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	38.38K	830.43K	1.66K	+4.53%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.19%	39.5K	854.87K	21	+0.05%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	44.67K	967K	-13.36K	-23.02%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.74%	358.34K	7.76M	303.95K	+558.81%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	89.79K	1.94M	275	+0.31%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	33.4K	723K	10.16K	+43.74%
Sep 30, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	13.95K	301.79K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.01%	2.4K	51.94K	0	0
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.07%	13.6K	294.19K	-206.4K	-93.82%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.07%	13.57K	293.66K	-11.38K	-45.61%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2.81K	60.79K	9	+0.32%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.35K	72.39K	-2.1K	-38.57%
Sep 30, 2025	SOUTH PLAINS FINANCIAL, INC.	0.02%	4.02K	87K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.02%	4.13K	89.4K	67	+1.65%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.02%	4.25K	91.97K	0	0
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.02%	4.5K	97.38K	4.5K	+100.00%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.22%	45.68K	988.41K	604	+1.34%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	6.57K	142.24K	4.03K	+158.27%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.05%	10K	216.4K	10K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.05%	10.26K	222.03K	-676	-6.18%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.05%	10.35K	223.97K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.07%	14.3K	309.45K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.17%	33.89K	733K	5.08K	+17.64%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.17%	34.03K	736.38K	3.75K	+12.38%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.15%	31.12K	673K	-1.09K	-3.39%
Sep 30, 2025	SEAMOUNT FINANCIAL GROUP INC	0.23%	47.07K	1.02M	-630	-1.32%
Sep 30, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	10.95K	236.96K	0	0
Sep 30, 2025	UBS GROUP AG	0.06%	11.48K	248.43K	2.64K	+29.82%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.49%	101.04K	2.19M	954	+0.95%
Sep 30, 2025	MORGAN STANLEY	0.64%	130.74K	2.83M	-29.17K	-18.24%
Sep 30, 2025	COHEN & STEERS, INC.	2.25%	461.49K	9.99M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	6.24%	1.28M	27.73M	198.5K	+18.33%
Sep 30, 2025	WELA STRATEGIES, INC.	0.12%	23.92K	517.56K	23.92K	+100.00%
Sep 30, 2025	REVISOR WEALTH MANAGEMENT LLC	0.31%	63.62K	1.39M	-2.51K	-3.80%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.15%	30.25K	654.55K	3.19K	+11.77%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.34%	69.44K	1.5M	-61.42K	-46.94%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	72.23K	1.56M	3.45K	+5.02%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.08%	15.58K	337K	-900	-5.46%
Sep 30, 2025	MATHES COMPANY, INC.	0.08%	15.5K	335K	0	0
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.11%	22.63K	489.66K	-749	-3.20%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.06%	12.8K	277K	2.2K	+20.75%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.06%	12.44K	269.14K	-5.07K	-28.94%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	23.08K	499.52K	932	+4.21%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	50.15K	1.05M	164	+0.33%
Sep 30, 2025	1776 WEALTH LLC	0.26%	52.74K	1.14M	-7.46K	-12.39%
Sep 30, 2025	FIERA CAPITAL CORP	0.26%	53.93K	1.17M	53.93K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.46%	93.62K	2.03M	-61.24K	-39.54%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.47%	96.09K	2.08M	2.1K	+2.24%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	12.53K	271.12K	-5.22K	-29.41%
Sep 30, 2025	HRT FINANCIAL LP	0.06%	11.93K	258K	11.93K	+100.00%
Sep 30, 2025	CWM, LLC	0.01%	2.05K	44K	-99	-4.60%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2.2K	47.61K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	19.62K	424.62K	133	+0.68%
Sep 30, 2025	STRATEGIC ADVOCATES LLC	0.12%	25.48K	551.34K	-18.48K	-42.04%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.06%	11.5K	248.86K	1.75K	+17.95%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	20.5K	443.62K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.1%	21.23K	459.44K	21.23K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	21.45K	464.27K	-974	-4.34%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.39%	79.5K	1.72M	79.5K	+100.00%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.59%	122.01K	2.64M	23.29K	+23.59%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.75%	154.06K	3.33M	-7.04K	-4.37%
Sep 30, 2025	LPL FINANCIAL LLC	1.08%	221.77K	4.8M	-45.68K	-17.08%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.49%	305.51K	6.61M	117.4K	+62.41%
Sep 30, 2025	INVESCO LTD.	1.58%	324.8K	7.03M	14.42K	+4.65%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.74%	356.89K	7.72M	11.32K	+3.28%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.46%	93.99K	1.93M	90.74K	+2,791.85%
Jun 30, 2025	STRATEGIC ADVOCATES LLC	0.21%	43.96K	902.5K	3.39K	+8.37%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.05%	9.75K	200.17K	9.75K	+100.00%
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.04%	7.88K	161.73K	89	+1.14%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.02%	4.25K	87.25K	4.25K	+100.00%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.02%	4.06K	83.44K	68	+1.70%
Jun 30, 2025	SOUTH PLAINS FINANCIAL, INC.	0.02%	4.02K	82.53K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	2.55K	52.25K	4	+0.16%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2.2K	45.17K	0	0
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.01%	1.67K	34.22K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	1.48K	30.39K	700	+89.74%
Jun 30, 2025	MCF ADVISORS LLC	0.01%	1.19K	24.39K	21	+1.80%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	881	18.08K	15	+1.73%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.08%	16.48K	338K	-3.42K	-17.18%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	855	17.55K	0	0
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	236	4.85K	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.68%	345.57K	7.09M	33.65K	+10.79%
Jun 30, 2025	INVESCO LTD.	1.51%	310.38K	6.37M	9.36K	+3.11%
Jun 30, 2025	LPL FINANCIAL LLC	1.3%	267.45K	5.49M	-14.6K	-5.17%
Jun 30, 2025	REVISOR WEALTH MANAGEMENT LLC	0.32%	66.13K	1.38M	-557	-0.84%
Jun 30, 2025	1776 WEALTH LLC	0.29%	60.2K	1.24M	-948	-1.55%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	58.03K	1.19M	-28	-0.05%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.26%	54.39K	1.12M	16.25K	+42.61%
Jun 30, 2025	SEAMOUNT FINANCIAL GROUP INC	0.23%	47.7K	979.33K	-3.36K	-6.58%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.22%	45.07K	925.32K	1.59K	+3.66%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	49.99K	1.03M	5.81K	+13.14%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.19%	39.48K	810.59K	4.83K	+13.94%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.09%	17.5K	359.34K	-2.63K	-13.08%
Jun 30, 2025	MATHES COMPANY, INC.	0.08%	15.5K	318K	0	0
Jun 30, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	13.95K	286.31K	13.95K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	36.71K	753.69K	-526	-1.41%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	5.27%	1.08M	22.23M	92.27K	+9.31%
Jun 30, 2025	MORGAN STANLEY	0.78%	159.91K	3.28B	3.11K	+1.99%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.49%	100.09K	2.05M	1.99K	+2.03%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.18%	36.35K	746.27K	1.87K	+5.43%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	35.82K	735.39K	1.05K	+3.01%
Jun 30, 2025	COHEN & STEERS, INC.	2.25%	461.49K	9.47M	5K	+1.10%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	28.81K	591K	2.35K	+8.88%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	27.06K	555.58K	544	+2.05%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.12%	24.95K	512.24K	-700	-2.73%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.06%	12.17K	250K	12.17K	+100.00%
Jun 30, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	10.95K	224.8K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.05%	10.94K	224.52K	10.94K	+100.00%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.05%	10.6K	218K	-3K	-22.06%
Jun 30, 2025	ABEL HALL, LLC	0.05%	10.5K	215.57K	10.5K	+100.00%
Jun 30, 2025	FIDUCIARY ALLIANCE LLC	0.05%	10.35K	212.49K	0	0
Jun 30, 2025		0.46%	93.99K	1.93M	90.74K	+2,791.85%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.07%	220K	4.52M	-6.56K	-2.89%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.92%	188.11K	3.86M	-40.4K	-17.68%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.78%	161.1K	3.31M	-20.02K	-11.05%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.75%	154.86K	3.18M	-22.53K	-12.70%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.64%	130.86K	2.69M	56.99K	+77.14%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.48%	98.72K	2.03M	39.33K	+66.23%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	89.52K	1.84M	3.27K	+3.79%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	68.78K	1.41M	1.09K	+1.60%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.16%	32.21K	661K	-1.38K	-4.09%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	30.28K	621.63K	30.28K	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.14%	29.1K	597.36K	23.94K	+464.11%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.12%	23.78K	488.29K	5.86K	+32.68%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.09%	17.75K	364.37K	-807	-4.35%
Jun 30, 2025	CERITY PARTNERS LLC	0.07%	14.3K	293.58K	-2.25K	-13.59%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.11%	23.38K	479.94K	1.26K	+5.69%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	23.23K	477K	-723	-3.02%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	22.43K	460.45K	1.85K	+8.97%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	22.15K	454.76K	1.4K	+6.74%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	20.5K	420.87K	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	19.49K	400.11K	5.63K	+40.62%
Mar 31, 2025	MATHES COMPANY, INC.	0.08%	15.5K	314K	-1K	-6.06%
Mar 31, 2025	LPL FINANCIAL LLC	1.37%	282.05K	5.71M	17.36K	+6.56%
Mar 31, 2025	INVESCO LTD.	1.47%	301.02K	6.09M	-10.48K	-3.36%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.52%	311.92K	6.31M	36.45K	+13.23%
Mar 31, 2025	COHEN & STEERS, INC.	2.22%	456.49K	9.24M	4.73K	+1.05%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.82%	990.75K	20.05M	15.43K	+1.58%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.09%	18.56K	375.55K	6.34K	+51.93%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.88%	181.12K	3.67M	-27.87K	-13.34%
Mar 31, 2025	WALLEYE CAPITAL LLC	0.1%	20.14K	407.55K	5.31K	+35.82%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.19%	38.14K	772K	266	+0.70%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	58.06K	1.18M	3.74K	+6.88%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.86%	177.38K	3.59M	-9.85K	-5.26%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	26.52K	536.72K	8.27K	+45.30%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.16%	33.59K	680K	-1.91K	-5.37%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.17%	34.65K	701.35K	34.65K	+100.00%
Mar 31, 2025	STRATEGIC ADVOCATES LLC	0.2%	40.57K	821.06K	40.57K	+100.00%
Mar 31, 2025	SEAMOUNT FINANCIAL GROUP INC	0.25%	51.06K	1.03M	1.96K	+3.99%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	1.1%	226.55K	4.62M	183.35K	+424.38%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.11%	228.51K	4.63M	37.1K	+19.38%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	10.71K	216.79K	0	0
Mar 31, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	10.95K	221.63K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.07%	13.6K	275K	-2.9K	-17.58%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.07%	13.86K	280.51K	13.86K	+100.00%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.21%	43.48K	880.03K	2.69K	+6.59%
Mar 31, 2025	UBS GROUP AG	0.04%	8.12K	164.39K	-199	-2.39%
Mar 31, 2025	CERITY PARTNERS LLC	0.08%	16.55K	334.94K	20	+0.12%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.09%	17.48K	353.69K	0	0
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.09%	17.93K	362.82K	17.93K	+100.00%
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	20.5K	414.92K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	20.58K	416.56K	-5.67K	-21.59%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.11%	22.12K	447.68K	325	+1.49%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	23.96K	485K	604	+2.59%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.12%	25.65K	519.18K	-745	-2.82%
Mar 31, 2025	ROYAL BANK OF CANADA	0.13%	26.46K	536K	-2.99K	-10.14%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	34.77K	703.78K	-170	-0.49%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.29%	59.39K	1.2M	13.56K	+29.60%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.1%	19.9K	403K	-1.21K	-5.75%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	20.75K	420.05K	875	+4.40%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.17%	34.48K	687.49K	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	37.24K	753.7K	345	+0.94%
Mar 31, 2025	1776 WEALTH LLC	0.3%	61.15K	1.24M	-1.72K	-2.73%
Mar 31, 2025	REVISOR WEALTH MANAGEMENT LLC	0.32%	66.69K	1.35M	42.35K	+173.99%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	67.69K	1.37M	7.59K	+12.62%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.36%	73.87K	1.5M	-1.37K	-1.82%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	86.25K	1.75M	-2.51K	-2.83%
Mar 31, 2025		0.48%	98.1K	1.99M	3.08K	+3.24%
Mar 31, 2025	MANGROVE PARTNERS	0.21%	44.09K	892.36K	-244.1K	-84.70%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	44.18K	894.23K	27	+0.06%
Mar 31, 2025	MORGAN STANLEY	0.76%	156.79K	3.17M	-25.76K	-14.11%
Mar 31, 2025	FIDUCIARY ALLIANCE LLC	0.05%	10.35K	209.48K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	55.91K	1.07M	55.91K	+100.00%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.21%	42.38K	813K	6.21K	+17.18%
Mar 31, 2024	1776 WEALTH LLC	0.32%	66.24K	1.27M	-496	-0.74%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.38%	78.38K	1.5M	29.95K	+61.83%
Mar 31, 2024	REVISOR WEALTH MANAGEMENT LLC	0.41%	83.52K	1.54M	37.39K	+81.06%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	86.85K	1.67M	4.69K	+5.70%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.48%	97.82K	1.88M	20.46K	+26.45%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.5%	103.37K	1.98M	50.1K	+94.06%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.62%	127.95K	2.45M	2.55K	+2.03%
Mar 31, 2024	RPO LLC	0.81%	166.05K	3.18M	-57.23K	-25.63%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	1.31%	269.48K	5.09M	-4.02K	-1.47%
Mar 31, 2024	INVESCO LTD.	1.46%	300.03K	5.75M	22.67K	+8.17%
Mar 31, 2024	LPL FINANCIAL LLC	1.53%	313.68K	6.01M	24.92K	+8.63%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	3.32%	682.44K	13.08M	78.85K	+13.06%
Mar 31, 2024	BISON WEALTH, LLC	0.05%	10.45K	200.24K	2	+0.02%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.05%	10.69K	204.99K	4.74K	+79.62%
Mar 31, 2024	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	10.95K	209.91K	10.95K	+100.00%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.06%	11.86K	227.34K	-14.4K	-54.84%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.07%	13.64K	261.44K	-2.33K	-14.61%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.07%	15K	287.55K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.08%	15.97K	306.13K	1.21K	+8.17%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.08%	16.03K	294.06K	-10.1K	-38.66%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.08%	16.35K	313K	-3.91K	-19.28%
Mar 31, 2024	CERITY PARTNERS LLC	0.08%	17.3K	331.64K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.09%	17.59K	337.26K	61	+0.35%
Mar 31, 2024	ROYAL BANK OF CANADA	0.09%	19.1K	366K	850	+4.66%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	19.2K	368.11K	19.2K	+100.00%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	20.5K	392.99K	0	0
Mar 31, 2024	MATHES COMPANY, INC.	0.1%	21.5K	412K	0	0
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	0.36%	74.72K	1.43M	-25.75K	-25.63%
Mar 31, 2024	MORGAN STANLEY	1%	204.68K	3.92M	-957	-0.47%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.03%	211.04K	4.04M	-21.11K	-9.09%
Mar 31, 2024	COHEN & STEERS, INC.	1.36%	278.5K	5.34M	0	0
Mar 31, 2024	MANGROVE PARTNERS	2.24%	459.63K	8.81M	0	0
Mar 31, 2024	UBS GROUP AG	0.05%	9.67K	185.43K	614	+6.78%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	10.06K	192.85K	-1.66K	-14.14%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.11%	21.96K	407.99K	53	+0.24%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.11%	22.36K	428.68K	-9.27K	-29.30%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.13%	25.88K	496.04K	1.12K	+4.53%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.13%	26.4K	506.01K	0	0
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.13%	27.15K	520K	-1.04K	-3.68%
Mar 31, 2024	ALL SEASON FINANCIAL ADVISORS, INC.	0.16%	32.04K	614.27K	740	+2.36%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.18%	36.26K	695.16K	1.42K	+4.08%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.18%	36.63K	702.2K	-5.37K	-12.78%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.2%	41.4K	793.71K	-3.15K	-7.06%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.21%	43.75K	838.62K	1.02K	+2.38%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.24%	49.04K	940.14K	17.23K	+54.15%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.26%	52.51K	1.01M	10.53K	+25.08%
Mar 31, 2024	SEAMOUNT FINANCIAL GROUP INC	0.29%	59.14K	1.13M	-109	-0.18%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.29%	60.02K	1.15M	-9.93K	-14.20%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	100	1.92K	0	0
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0%	236	4.53K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	855	16.39K	0	0
Mar 31, 2024	MCF ADVISORS LLC	0.01%	1.09K	20.92K	24	+2.25%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.01%	1.2K	23K	0	0
Mar 31, 2024	MEADOWBROOK INVESTMENT ADVISORS LLC	0.01%	1.59K	30.38K	-430	-21.34%
Mar 31, 2024	CWM, LLC	0.01%	1.92K	37K	37	+1.97%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2.2K	42.17K	0	0
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.01%	2.4K	46.01K	0	0
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.03%	5.37K	102.96K	5.37K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	9.45K	181.06K	-5K	-34.61%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.22%	41.98K	745.22K	41.98K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	5.95K	105.66K	-1.56K	-20.76%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.22%	42.73K	758.48K	-634	-1.46%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.23%	44.55K	822.86K	10.85K	+32.21%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.25%	48.43K	859.67K	30.1K	+164.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.28%	53.27K	945.5K	27.47K	+106.48%
Dec 31, 2023	1776 WEALTH LLC	0.35%	66.74K	1.18M	66.74K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.37%	69.95K	1.24M	-39.25K	-35.95%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.4%	77.36K	1.37M	9.01K	+13.18%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	82.17K	1.46M	4.91K	+6.35%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.52%	100.48K	1.78M	61.44K	+157.40%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.65%	125.41K	2.23M	-14.07K	-10.09%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.77%	147.82K	8.33M	147.82K	+100.00%
Dec 31, 2023	MORGAN STANLEY	1.07%	205.64K	3.65M	101.65K	+97.74%
Dec 31, 2023	RPO LLC	1.17%	223.28K	3.96M	136.54K	+157.40%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.21%	232.15K	4.12M	25.41K	+12.29%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	1.43%	273.5K	4.85M	273.5K	+100.00%
Dec 31, 2023	INVESCO LTD.	1.45%	277.36K	4.92M	13.15K	+4.98%
Dec 31, 2023	COHEN & STEERS, INC.	1.45%	278.5K	4.94M	0	0
Dec 31, 2023	LPL FINANCIAL LLC	1.51%	288.76K	5.13M	51.56K	+21.74%
Dec 31, 2023	MANGROVE PARTNERS	2.4%	459.63K	8.16M	53.63K	+13.21%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	3.15%	603.59K	10.71M	-7.65K	-1.25%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.05%	8.76K	155.53K	7.74K	+754.00%
Dec 31, 2023	UBS GROUP AG	0.05%	9.06K	160.8K	-3.02K	-25.03%
Dec 31, 2023	BISON WEALTH, LLC	0.05%	10.44K	185.37K	2	+0.02%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	14.45K	256.4K	-13.5K	-48.31%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.08%	14.76K	262.04K	667	+4.73%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.08%	15K	266.25K	0	0
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.08%	15.97K	283.48K	-190	-1.18%
Dec 31, 2023	CERITY PARTNERS LLC	0.09%	17.3K	307.08K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.09%	17.53K	311.19K	-78	-0.44%
Dec 31, 2023	ROYAL BANK OF CANADA	0.1%	18.25K	324K	-1.54K	-7.79%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.11%	20.26K	360K	-1.68K	-7.65%
Dec 31, 2023	PALOGIC VALUE MANAGEMENT, L.P.	0.11%	20.5K	363.88K	0	0
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.11%	21.03K	373.28K	6.33K	+43.06%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.22%	42K	745.43K	8.37K	+24.90%
Dec 31, 2023	MATHES COMPANY, INC.	0.11%	21.5K	382K	-6.4K	-22.94%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.11%	21.91K	388.83K	113	+0.52%
Dec 31, 2023		0.06%	11.72K	207.96K	11.72K	+100.00%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.14%	26.12K	466.58K	13.62K	+108.99%
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.14%	26.26K	466.1K	26.26K	+100.00%
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.14%	26.4K	468.53K	-3.8K	-12.58%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.15%	28.18K	500K	-957	-3.28%
Dec 31, 2023	ALL SEASON FINANCIAL ADVISORS, INC.	0.16%	31.3K	555.63K	13.05K	+71.45%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.17%	31.63K	561.4K	-5.7K	-15.28%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.17%	31.82K	564.72K	-21.87K	-40.73%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.18%	34.84K	618.42K	11.67K	+50.39%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.19%	36.17K	642K	21.57K	+147.76%

Insiders

Among the DFP insiders holding of N/A of the stake in company, ETTINGER ROBERT M, , holds the largest shares of 38.59K. STONE BRADFORD S, CFO, VP & TREASURER, is the second largest DFP insider with ownership of 26.68K shares. CHADWICK ROBERT E, CEO, President, stands third with possession of 20K shares of that stake.

Insiders	Designation	Shares Held
ETTINGER ROBERT M		38.59K
STONE BRADFORD S	CFO, VP & TREASURER	26.68K
CHADWICK ROBERT E	CEO, President	20K
WULF ROBERT F	director	15.58K
CRUMRINE DONALD F	Chief Executive Officer	14K
CONWELL CHAD	CCO, VP and Secretary	2.5K
GALE DAVID	director	2K
GUST MORGAN	director	1.5K
HOGAN KAREN HANOVICE	director	1.15K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 20, 2018	STONE BRADFORD S	PURCHASE	19.50	2.5K	48.75K	26.68K
Dec 18, 2018	CHADWICK ROBERT E	PURCHASE	20.00	5K	100K	20K
Dec 14, 2018	STONE BRADFORD S	PURCHASE	20.38	100	2.04K	21.78K
Oct 10, 2018	STONE BRADFORD S	PURCHASE	21.87	1.1K	24.06K	19.99K
Nov 14, 2016	CHADWICK ROBERT E	PURCHASE	21.90	5K	109.5K	15K
Nov 14, 2016	STONE BRADFORD S	PURCHASE	21.95	2.5K	54.88K	16.37K
Nov 02, 2016	STONE BRADFORD S	PURCHASE	23.89	300	7.17K	11.67K
Mar 17, 2016	WULF ROBERT F	PURCHASE	23.16	2.09K	48.29K	15.58K
Jun 29, 2015	CONWELL CHAD	PURCHASE	21.97	500	10.98K	2.5K
Jun 22, 2015	ETTINGER ROBERT M	PURCHASE	21.88	13.66K	298.84K	38.59K
Jun 22, 2015	STONE BRADFORD S	PURCHASE	21.90	2K	43.8K	10.14K
Jun 08, 2015	CHADWICK ROBERT E	PURCHASE	22.50	100	2.25K	5.1K
Sep 16, 2014	ETTINGER ROBERT M	PURCHASE	22.85	3K	68.54K	23.44K
Jul 31, 2014	HOGAN KAREN HANOVICE	PURCHASE	22.23	1.15K	25.57K	1.15K
Mar 10, 2014	ETTINGER ROBERT M	PURCHASE	21.83	2.21K	48.24K	15.21K
Feb 05, 2014	WULF ROBERT F	PURCHASE	20.95	5.4K	113.19K	5.4K
Nov 22, 2013	STONE BRADFORD S	PURCHASE	19.74	600	11.84K	5.6K
Nov 20, 2013	ETTINGER ROBERT M	PURCHASE	19.92	2.3K	45.81K	7.3K
Nov 20, 2013	CONWELL CHAD	PURCHASE	19.90	1K	19.9K	2K
Sep 16, 2013	GUST MORGAN	PURCHASE	20.08	1.5K	30.12K	1.5K
Sep 13, 2013	STONE BRADFORD S	PURCHASE	20.00	2.5K	50K	5K
Aug 21, 2013	STONE BRADFORD S	PURCHASE	20.50	2.5K	51.25K	2.5K
Aug 19, 2013	WULF ROBERT F	PURCHASE	20.74	1K	20.74K	1K
Aug 16, 2013	CONWELL CHAD	PURCHASE	20.90	1K	20.9K	1K
Aug 16, 2013	ETTINGER ROBERT M	PURCHASE	20.90	5K	104.5K	5K
Aug 16, 2013	CHADWICK ROBERT E	PURCHASE	20.70	5K	103.5K	5K
Aug 13, 2013	CRUMRINE DONALD F	PURCHASE	21.52	3.5K	75.33K	14K
Aug 12, 2013	CRUMRINE DONALD F	PURCHASE	21.60	10.5K	226.84K	10.5K
May 23, 2013	GALE DAVID	PURCHASE	25.00	2K	50K	2K

Frequently Asked Questions