How many institutions own DNP 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 DNP shares is 358, representing 10.93% of the company's common stock.

Who are the major shareholders selling DNP Select Income Fund Inc. stock?

OWEN LARUE, LLC, in the last quarter, reduced its stake in DNP by -15.41% restricting it's holding to 336.88 thousand shares of worth nearly $3.47M. VIRTUE CAPITAL MANAGEMENT, LLC also lessened -7.73% of the DNP shares from its portfolio, reducing its holding to 102.13 thousand shares of worth $1.05M. ADVISOR GROUP HOLDINGS, INC. also shunned DNP shares holding by -15.28% last quarter which brought its holding to 969.26 thousand shares worth $9.98M.

Investors who are buying DNP stock?

As per its latest 13F filing, GLADSTONE INSTITUTIONAL ADVISORY LLC increased its stake in DNP by 10.52% in the last quarter. The institutional holder raised its holding to 335.29 thousand shares having worth more than $3.45M. RDA FINANCIAL NETWORK also added 7.41% more shares of DNP to its portfolio, raising its holding to 276.67 thousand shares of worth $2.85M. IHT WEALTH MANAGEMENT, LLC also increased its DNP shares holding by 25.85% which brought its holding to 240.69 thousand shares worth $2.48M.

DNP's major insiders: who are they?

The insider with the most stakes in DNP is POINDEXTER CHRISTIAN H , director at the company. Additionally, DNP stock is highly held by director GENETSKI ROBERT J and President and CEO PARTAIN NATHAN I among others.

Did an insider recently sell DNP stock?

Company executives, directors, and other insiders own 0.05% percent of DNP Select Income Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DNP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MCNAMARA GERALDINE M, COREBRIDGE FINANCIAL, INC., and MCLOUGHLIN PHILIP R.

Which insider recently purchased DNP stock?

There have been 1 transaction(s) during the past 6-months in which DNP Select Income Fund Inc. insiders have bought stock, totalling 20000 shares

How much of DNP does insiders own?

Around 23K DNP Select Income Fund Inc. shares are held by insiders, which represents about 0.05% of DNP stock.

Who is the insider with the largest stake?

DNP director, POINDEXTER CHRISTIAN H holds the largest portfolio of the company's shares. DNP shares owned by POINDEXTER total nearly 95.6 thousand.

Which institution holds the most shares in DNP?

OWEN LARUE, LLC is the largest institutional owner in DNP which holds 336.88 thousand shares worth $3.47M or 0.09% of the total DNP shares outstanding followed by GLADSTONE INSTITUTIONAL ADVISORY LLC with ownership of 335.29 thousand shares representing 0.09% of the DNP ownership. RDA FINANCIAL NETWORK is the third largest stakeholder with 276.67 thousand shares or 0.07% of the ownership worth more than $2.85M.

Is DNP Select 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 DNP is concerned, it is a stock which is not optionable.

Is there a short position on DNP's shares?

Number of DNP 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 DNP shares are there?

As of today, null shares of DNP are outstanding.

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

DNP 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 DNP is null.

DNP Select Income Fund (DNP) 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

0.05% Percentage of Shares held by All Insiders

10.93% Percentage of Shares held by All Institutions

10.94% Percentage of Float held by Institutions

358

Number of Institutions Holding Shares

Institutional Ownership

About 10.93% of DNP shares are held by financial institutions. OWEN LARUE, LLC is the top corporate investor, holding 336.88K shares valued at $3.47M. A 0.09% stake in DNP Select Income Fund Inc. is owned by the company. GLADSTONE INSTITUTIONAL ADVISORY LLC owns 335.29K shares valued at $3.45M, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	OWEN LARUE, LLC	0.09%	336.88K	3.47M	-61.36K	-15.41%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.09%	335.29K	3.45M	31.91K	+10.52%
Mar 31, 2026	RDA FINANCIAL NETWORK	0.07%	276.67K	2.85M	19.08K	+7.41%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.06%	240.69K	2.48M	49.44K	+25.85%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.38%	1.43M	14.68M	317.78K	+28.69%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	1.53M	15.73M	29.88K	+2.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.41%	1.53M	15.76M	19.12K	+1.27%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.55%	2.08M	21.38M	150.59K	+7.82%
Mar 31, 2026	LPL FINANCIAL LLC	0.84%	3.16M	32.53M	97.22K	+3.18%
Mar 31, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	0.03%	102.13K	1.05M	-8.56K	-7.73%
Mar 31, 2026	ARLINGTON CAPITAL MANAGEMENT, INC.	0.03%	102.55K	1.06M	5.27K	+5.42%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.26%	969.26K	9.98M	-174.76K	-15.28%
Mar 31, 2026	STOCK YARDS BANK & TRUST CO	0.03%	103.4K	1.07M	0	0
Mar 31, 2026	CARL P. SHERR & CO., LLC	0.03%	105.53K	1.09M	15.53K	+17.25%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.03%	108.41K	1.12M	13.29K	+13.98%
Mar 31, 2026	EVERSTAR ASSET MANAGEMENT, LLC	0.03%	114.66K	1.18M	6.48K	+5.99%
Mar 31, 2026	MARINER, LLC	0.03%	122.59K	1.26M	-974	-0.79%
Mar 31, 2026	DAVENPORT & CO LLC	0.03%	126.68K	1.3M	1.1K	+0.88%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	131.59K	1.36M	59.67K	+82.98%
Mar 31, 2026	VIVALDI CAPITAL MANAGEMENT LP	0.04%	152.22K	1.57M	0	0
Mar 31, 2026	COMMERCE BANK	0.04%	161.1K	1.66M	161.1K	+100.00%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.04%	163.17K	1.68M	700	+0.43%
Mar 31, 2026	GSB WEALTH MANAGEMENT, LLC	0.07%	264.55K	2.72M	2.87K	+1.10%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.07%	273.19K	2.81M	-122.86K	-31.02%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.08%	319.24K	3.29M	-1.58K	-0.49%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.28%	1.05M	10.81M	168.44K	+19.12%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	195.7K	2.02M	25.82K	+15.20%
Mar 31, 2026	SOUND VIEW WEALTH ADVISORS GROUP, LLC	0.06%	216.57K	2.23M	454	+0.21%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.3%	1.15M	11.84M	65.14K	+6.00%
Mar 31, 2026	COHEN & STEERS, INC.	0.24%	891.77K	9.19M	303.5K	+51.59%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	831.12K	8.56M	22.53K	+2.79%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.19%	728.9K	7.51M	-401.07K	-35.49%
Mar 31, 2026	KENTUCKY TRUST CO	0.18%	675.5K	6.96M	16.15K	+2.45%
Mar 31, 2026		0.07%	249.75K	2.57M	571	+0.23%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.06%	242.87K	2.5M	60.92K	+33.48%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.06%	242.66K	2.5M	36	+0.01%
Mar 31, 2026	PROVIDENCE FIRST TRUST CO	0.05%	183.24K	1.89M	-23.2K	-11.24%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.05%	182.97K	1.88M	182.97K	+100.00%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.05%	181.88K	1.87M	5.03K	+2.85%
Mar 31, 2026	VERUS CAPITAL PARTNERS, LLC	0.06%	240.23K	2.47M	-21.96K	-8.38%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	175.65K	1.81M	-539	-0.31%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.05%	169.94K	1.75M	6.49K	+3.97%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.04%	167.37K	1.72M	-2.54K	-1.50%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.04%	145.15K	1.5M	84K	+137.37%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.04%	143.31K	1.48M	4.03K	+2.89%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.06%	225.13K	2.32M	-24.57K	-9.84%
Mar 31, 2026	JPMORGAN CHASE & CO	0.04%	138.9K	1.42M	124.21K	+845.84%
Mar 31, 2026	AMERICAN FINANCIAL ADVISORS, LLC	0.04%	137.51K	1.42M	-9.11K	-6.21%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.04%	161.43K	1.66M	62.42K	+63.04%
Mar 31, 2026	INDIE ASSET PARTNERS, LLC	0.04%	134.52K	1.39M	57.52K	+74.70%
Mar 31, 2026	MORGAN STANLEY	1%	3.77M	38.87M	19.85K	+0.53%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.16%	596.3K	6.14M	-147.18K	-19.80%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.14%	544.16K	5.6M	-108.84K	-16.67%
Mar 31, 2026	UBS GROUP AG	0.13%	500.36K	5.15M	-20.95K	-4.02%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.12%	453.67K	4.67M	-367	-0.08%
Mar 31, 2026	SMITH ASSET MANAGEMENT CO., LLC	0.11%	401.93K	4.14M	-7.79K	-1.90%
Mar 31, 2026	CREATIVE PLANNING	0.1%	372.34K	3.84M	4.16K	+1.13%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.04%	135.02K	1.39M	-154	-0.11%
Mar 31, 2026	ROYAL BANK OF CANADA	0.86%	3.23M	33.27M	131.65K	+4.25%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	381.82K	3.93M	-18.33K	-4.58%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.33%	1.23M	12.68M	-52.92K	-4.12%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	191.25K	1.91M	-11.16K	-5.52%
Dec 31, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.04%	152.22K	1.52M	0	0
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.04%	139.28K	1.39M	-5.29K	-3.66%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	169.89K	1.7M	23.24K	+15.85%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	169.91K	1.7M	25.14K	+17.37%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	176.19K	1.76M	-6.36K	-3.48%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.04%	163.45K	1.63M	9.42K	+6.11%
Dec 31, 2025	SOUND VIEW WEALTH ADVISORS GROUP, LLC	0.06%	216.11K	2.16M	-6.11K	-2.75%
Dec 31, 2025		0.06%	235.47K	235.47K	235.47K	+100.00%
Dec 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.03%	104.05K	1.04M	-225	-0.22%
Dec 31, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.03%	108.19K	1.08M	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.03%	110.17K	1.1M	-1.45K	-1.30%
Dec 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.03%	110.68K	1.1B	105.9K	+2,212.16%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	95.65K	955.56K	3.52K	+3.82%
Dec 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.04%	146.62K	1.46M	-33.17K	-18.45%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.07%	249.7K	2.49M	-2.76K	-1.09%
Dec 31, 2025	RDA FINANCIAL NETWORK	0.07%	257.59K	2.57M	82.16K	+46.83%
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.07%	262.19K	2.62M	116.5K	+79.96%
Dec 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.07%	261.68K	2.61M	-5.14K	-1.93%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.08%	303.39K	3.03M	221.22K	+269.21%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.09%	320.82K	3.2M	7.39K	+2.36%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	396.05K	3.96M	182.89K	+85.80%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.11%	409.73K	4.09M	-11.38K	-2.70%
Dec 31, 2025	CREATIVE PLANNING	0.1%	368.18K	3.68M	-40.57K	-9.92%
Dec 31, 2025	OWEN LARUE, LLC	0.11%	398.24K	3.98M	2.49K	+0.63%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.12%	454.03K	4.54M	22.1K	+5.12%
Dec 31, 2025	UBS GROUP AG	0.14%	521.31K	5.21M	14.59K	+2.88%
Dec 31, 2025	COHEN & STEERS, INC.	0.16%	588.28K	5.88M	7.11K	+1.22%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.18%	653K	6.52M	526.01K	+414.20%
Dec 31, 2025	KENTUCKY TRUST CO	0.18%	659.35K	6.59M	9.08K	+1.40%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.2%	743.47K	7.43M	-29.04K	-3.76%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	808.59K	8.08M	80.12K	+11.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.3%	1.11M	11.06M	-692.35K	-38.47%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.35%	1.28M	12.83M	-9.71K	-0.75%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.52%	1.93M	19.23M	157.22K	+8.89%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.03%	97.84K	977.46K	511	+0.53%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	99.01K	989.11M	6.02K	+6.47%
Dec 31, 2025	STONEX GROUP INC.	0.03%	101.4K	1.02M	-1.9K	-1.84%
Dec 31, 2025	STOCK YARDS BANK & TRUST CO	0.03%	103.4K	1.03M	-2.31K	-2.19%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.06%	222.92K	2.23M	2.07K	+0.94%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.07%	242.62K	2.42M	-1.46K	-0.60%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.24%	880.93K	8.8M	-21.14K	-2.34%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	1.08M	10.84M	93.7K	+9.45%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	1.14M	11.43M	-161.12K	-12.35%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.41%	1.51M	15.1M	31.03K	+2.10%
Dec 31, 2025	ROYAL BANK OF CANADA	0.83%	3.1M	30.95M	305.03K	+10.92%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.02%	76.39K	763.13K	0	0
Dec 31, 2025	INDIE ASSET PARTNERS, LLC	0.02%	77K	769.23K	2K	+2.67%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	400.15K	4M	-10.27K	-2.50%
Dec 31, 2025	US BANCORP \DE\	0.02%	78.79K	787.13K	0	0
Dec 31, 2025	INVESTMENT PARTNERS, LTD.	0.02%	82.26K	821.79K	27.56K	+50.37%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.02%	82.79K	827.08K	962	+1.18%
Dec 31, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.02%	87.05K	865.27M	87.05K	+100.00%
Dec 31, 2025	CARL P. SHERR & CO., LLC	0.02%	90.01K	914.45K	-15.53K	-14.71%
Dec 31, 2025	OPPENHEIMER & CO INC	0.02%	91.39K	913.03K	1.71K	+1.91%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.03%	95.8K	957.08K	34.07K	+55.18%
Dec 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.03%	97.28K	971.83K	56.21K	+136.85%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.03%	108.54K	1.08M	55.15K	+103.28%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.03%	114.85K	1.15M	112.41K	+4,601.27%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	181.95K	1.82M	15.11K	+9.06%
Dec 31, 2025	MARINER, LLC	0.03%	123.56K	1.23M	409	+0.33%
Dec 31, 2025	DAVENPORT & CO LLC	0.03%	125.57K	1.25M	3.06K	+2.50%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.04%	135.18K	1.35M	-3.41K	-2.46%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.05%	176.85K	1.77M	5.76K	+3.37%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.3%	1.13M	2.52M	14.17K	+1.27%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	1.5M	14.96M	47.97K	+3.31%
Dec 31, 2025	LPL FINANCIAL LLC	0.81%	3.06M	30.58M	430.09K	+16.35%
Dec 31, 2025	MORGAN STANLEY	1.01%	3.75M	37.5M	321.14K	+9.35%
Dec 31, 2025	PROVIDENCE FIRST TRUST CO	0.06%	206.44K	2.06M	118.91K	+135.84%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.04%	162.47K	1.62M	-21.48K	-11.68%
Sep 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.02%	71.2K	712.71K	2.5K	+3.64%
Sep 30, 2025	SIGMA PLANNING CORP	0.02%	73.05K	731.84K	3.36K	+4.81%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	73.34K	734.09K	10.2K	+16.15%
Sep 30, 2025	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	0.02%	73.91K	739.88K	252	+0.34%
Sep 30, 2025	INDIE ASSET PARTNERS, LLC	0.02%	75K	750.75K	30K	+66.67%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.02%	76.39K	764.65K	-3.8K	-4.73%
Sep 30, 2025	US BANCORP \DE\	0.02%	78.79K	788.71K	5.45K	+7.43%
Sep 30, 2025	CREATIVE PLANNING	0.11%	408.75K	4.09M	165.69K	+68.17%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	410.42K	4.11M	21.68K	+5.58%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.11%	421.1K	4.22M	-1.31K	-0.31%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	728.47K	7.29M	-16.27K	-2.19%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.21%	772.51K	7.73M	-14.39K	-1.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.24%	902.07K	9.03M	74.92K	+9.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	991.07K	9.92M	28.96K	+3.01%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.47%	1.77M	17.7M	108.67K	+6.55%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.48%	1.8M	18.02M	-191.24K	-9.60%
Sep 30, 2025	LPL FINANCIAL LLC	0.71%	2.63M	26.34M	184.21K	+7.53%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.05%	171.09K	1.71M	2.07K	+1.22%
Sep 30, 2025	RDA FINANCIAL NETWORK	0.05%	175.43K	1.76M	61.79K	+54.38%
Sep 30, 2025	FORTRESS PRIVATE LEDGER, LLC	0.05%	188.2K	1.88M	-19.96K	-9.59%
Sep 30, 2025	KENTUCKY TRUST CO	0.17%	650.27K	6.51M	-3.49K	-0.53%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.3%	1.12M	11.17M	69.15K	+6.61%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	1.31M	13.01M	-213.05K	-14.03%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	1.45M	14.51M	65.18K	+4.71%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.4%	1.48M	14.82M	39.97K	+2.78%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.02%	82.17K	822.55K	6.26K	+8.25%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.04%	145.69K	1.46M	19.86K	+15.78%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	146.65K	1.47M	-3.31K	-2.21%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.04%	154.03K	1.54M	-16.92K	-9.90%
Sep 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.07%	266.81K	2.67M	-4.16K	-1.54%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.12%	431.94K	4.32M	20.22K	+4.91%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.04%	144.57K	1.45M	60.32K	+71.60%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	144.77K	1.45M	16.15K	+12.56%
Sep 30, 2025	CARL P. SHERR & CO., LLC	0.03%	105.53K	1.06M	0	0
Sep 30, 2025	STOCK YARDS BANK & TRUST CO	0.03%	105.72K	1.06M	0	0
Sep 30, 2025	OWEN LARUE, LLC	0.11%	395.76K	3.96M	35.94K	+9.99%
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.03%	126.99K	1.27M	647	+0.51%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.35%	1.29M	12.95M	-6.17K	-0.47%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.08%	313.43K	3.14M	19.18K	+6.52%
Sep 30, 2025	COLONY GROUP, LLC	0.03%	111.62K	1.12M	-8.95K	-7.42%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.03%	115.93K	1.16M	-5.96K	-4.89%
Sep 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.03%	119.46K	1.2M	449	+0.38%
Sep 30, 2025	DAVENPORT & CO LLC	0.03%	122.51K	1.23M	1.69K	+1.40%
Sep 30, 2025	SOUND VIEW WEALTH ADVISORS GROUP, LLC	0.06%	222.22K	2.22M	392	+0.18%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.07%	244.08K	2.44M	1.7K	+0.70%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.07%	252.46K	2.53M	-19.43K	-7.15%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.03%	108.19K	1.08M	0	0
Sep 30, 2025	MARINER, LLC	0.03%	123.16K	1.23M	86.05K	+231.94%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	202.42K	2.03M	-7.11K	-3.39%
Sep 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.05%	179.79K	1.8M	-370.07K	-67.30%
Sep 30, 2025	PROVIDENCE FIRST TRUST CO	0.02%	87.53K	876.21K	10.5K	+13.64%
Sep 30, 2025	OPPENHEIMER & CO INC	0.02%	89.68K	897.7K	6.16K	+7.38%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.03%	97.33K	974.29K	3.01K	+3.19%
Sep 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.03%	104.28K	1.04M	-349	-0.33%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.04%	138.59K	1.39M	1.2K	+0.88%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	182.55K	1.83M	4.7K	+2.65%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.05%	183.94K	1.84M	160.31K	+678.49%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	213.16K	2.13M	76.62K	+56.12%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.06%	220.85K	2.21M	220.85K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.14%	506.72K	5.07M	-881	-0.17%
Sep 30, 2025	COHEN & STEERS, INC.	0.16%	581.16K	5.82M	-20.54K	-3.41%
Sep 30, 2025	ROYAL BANK OF CANADA	0.75%	2.79M	27.96M	104.42K	+3.88%
Sep 30, 2025	MORGAN STANLEY	0.92%	3.43M	34.36M	57.77K	+1.71%
Sep 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.04%	152.22K	1.52M	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.04%	166.84K	1.67M	70.7K	+73.54%
Sep 30, 2025	MAS ADVISORS LLC	0.02%	69.55K	696.24K	7.38K	+11.88%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.02%	71.15K	712K	14.63K	+25.87%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	177.84K	1.74M	1.43K	+0.81%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.02%	92.93K	909.76K	-402	-0.43%
Jun 30, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.02%	92.93K	909.73K	-401	-0.43%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.23%	827.15K	8.1M	-18.39K	-2.17%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.21%	786.9K	7.7M	-8.26K	-1.04%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	744.74K	7.29M	10.95K	+1.49%
Jun 30, 2025	COHEN & STEERS, INC.	0.16%	601.7K	5.89M	67.69K	+12.68%
Jun 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.15%	549.86K	5.38M	-51.57K	-8.57%
Jun 30, 2025	UBS GROUP AG	0.14%	507.61K	4.97M	-29.34K	-5.46%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	411.72K	4.03M	11.59K	+2.90%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	388.75K	3.81M	6.72K	+1.76%
Jun 30, 2025	OWEN LARUE, LLC	0.1%	359.82K	3.52M	114.29K	+46.54%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.08%	294.25K	2.88M	9.07K	+3.18%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.07%	271.89K	2.66M	-8.23K	-2.94%
Jun 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.07%	270.97K	2.65M	-2.68K	-0.98%
Jun 30, 2025	CREATIVE PLANNING	0.07%	243.06K	2.38M	111.5K	+84.75%
Jun 30, 2025	STOCK YARDS BANK & TRUST CO	0.03%	105.72K	1.03M	5.81K	+5.81%
Jun 30, 2025	CARL P. SHERR & CO., LLC	0.03%	105.53K	1.03M	0	0
Jun 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.03%	104.63K	1.02M	-1.7K	-1.60%
Jun 30, 2025	STONEX GROUP INC.	0.03%	102.32K	1.01M	-1.48K	-1.42%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	97.15K	951.06K	-860	-0.88%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.03%	94.32K	923.43K	-3.19K	-3.27%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.02%	84.25K	824.78K	31.25K	+58.97%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.02%	83.45K	816.98K	-195	-0.23%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.02%	80.18K	785K	3.2K	+4.16%
Jun 30, 2025	PROVIDENCE FIRST TRUST CO	0.02%	77.03K	754.11K	795	+1.04%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.02%	75.91K	743.17K	7.5K	+10.97%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.44%	1.66M	16.24M	10.41K	+0.63%
Jun 30, 2025	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	0.02%	73.66K	721.15K	254	+0.35%
Jun 30, 2025	FORTIS GROUP ADVISORS, LLC	0.02%	70.16K	686.82K	68.66K	+4,577.00%
Jun 30, 2025	SIGMA PLANNING CORP	0.02%	69.7K	682.92K	5.62K	+8.77%
Jun 30, 2025	MORGAN STANLEY	0.91%	3.38M	33.04M	-39.11K	-1.15%
Jun 30, 2025	ROYAL BANK OF CANADA	0.74%	2.69M	26.32M	149.81K	+5.90%
Jun 30, 2025	LPL FINANCIAL LLC	0.66%	2.45M	23.95M	148.23K	+6.45%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.53%	1.99M	19.49M	89.93K	+4.73%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.39%	1.44M	14.1M	63.38K	+4.60%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.05%	169.02K	1.65M	-42	-0.02%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.12%	422.41K	4.14M	-1.1K	-0.26%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	1.38M	13.55M	78.7K	+6.03%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.35%	1.3M	12.72M	69.62K	+5.66%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.28%	1.05M	10.25M	855.52K	+447.61%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	962.11K	9.42M	48.91K	+5.36%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	1.52M	14.86M	80.84K	+5.62%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.07%	242.37K	2.37M	-3.67K	-1.49%
Jun 30, 2025	SOUND VIEW WEALTH ADVISORS GROUP, LLC	0.06%	221.83K	2.17M	-8.63K	-3.74%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.06%	209.53K	2.05M	-35.14K	-14.36%
Jun 30, 2025	FORTRESS PRIVATE LEDGER, LLC	0.06%	208.16K	2.04M	-38.74K	-15.69%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.05%	170.95K	1.67M	16.97K	+11.02%
Jun 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.04%	152.22K	1.49M	0	0
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	149.96K	1.47M	37.25K	+33.05%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.04%	137.39K	1.35M	1.26K	+0.92%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	136.54K	1.34M	16.01K	+13.28%
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.03%	126.35K	1.24M	-755.94K	-85.68%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	128.62K	1.26M	11.48K	+9.80%
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.03%	125.83K	1.23M	58.87K	+87.91%
Jun 30, 2025	KENTUCKY TRUST CO	0.18%	653.75K	6.4M	9.99K	+1.55%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.03%	108.19K	1.06M	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.03%	121.89K	1.19M	-4.26K	-3.38%
Jun 30, 2025	DAVENPORT & CO LLC	0.03%	120.83K	1.18M	-2.08K	-1.69%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	120.81K	1.18M	35.26K	+41.21%
Jun 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.03%	119.01K	1.17M	-4.32K	-3.50%
Jun 30, 2025	RDA FINANCIAL NETWORK	0.03%	113.64K	1.11M	0	0
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.03%	109.54K	1.07M	916	+0.84%
Jun 30, 2025		0.03%	108.19K	1.06M	0	0
Jun 30, 2025	COLONY GROUP, LLC	0.03%	120.57K	1.18M	-3.56K	-2.87%
Mar 31, 2025	CREATIVE PLANNING	0.04%	131.56K	1.3M	-20.9K	-13.71%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.04%	136.13K	1.35M	1.61K	+1.19%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	176.41K	1.74M	-188	-0.11%
Mar 31, 2025	COHEN & STEERS, INC.	0.14%	534.02K	5.28M	173.63K	+48.18%
Mar 31, 2025	UBS GROUP AG	0.14%	536.95K	5.31M	-12.11K	-2.21%
Mar 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.16%	601.43K	5.95M	-16.98K	-2.75%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	733.79K	7.26M	-17.45K	-2.32%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.21%	795.17K	7.86M	-69.74K	-8.06%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.23%	845.54K	8.36M	-88.48K	-9.47%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	913.2K	9.03M	35.84K	+4.09%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	1.31M	12.91M	146.28K	+12.62%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.37%	1.38M	13.62M	114.14K	+9.04%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	1.44M	14.22M	672.15K	+87.84%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.44%	1.65M	16.31M	77.02K	+4.90%
Mar 31, 2025	DAVENPORT & CO LLC	0.03%	122.9K	1.22M	-3.2K	-2.53%
Mar 31, 2025	COLONY GROUP, LLC	0.03%	124.14K	1.23M	171	+0.14%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.05%	169.06K	1.67M	6.21K	+3.81%
Mar 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.24%	882.28K	8.73M	400.69K	+83.20%
Mar 31, 2025	MORGAN STANLEY	0.92%	3.41M	33.77M	-176.67K	-4.92%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.03%	126.15K	1.25M	-3.61K	-2.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.04%	139.06K	1.38M	-2.85K	-2.01%
Mar 31, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.04%	152.22K	1.51M	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.04%	153.99K	1.52M	15.31K	+11.04%
Mar 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.07%	273.65K	2.71M	-1.75K	-0.64%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.03%	123.33K	1.22M	-31.46K	-20.33%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.07%	244.67K	2.42M	-147.27K	-37.58%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.08%	285.18K	2.82M	603	+0.21%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	382.02K	3.78M	6.79K	+1.81%
Mar 31, 2025	OWEN LARUE, LLC	0.07%	245.54K	2.43M	40.29K	+19.63%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.07%	246.05K	2.43M	5.07K	+2.10%
Mar 31, 2025	FORTRESS PRIVATE LEDGER, LLC	0.07%	246.9K	2.44M	-3.34K	-1.34%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.51%	1.9M	18.8M	322.36K	+20.42%
Mar 31, 2025	LPL FINANCIAL LLC	0.62%	2.3M	22.73M	96.23K	+4.37%
Mar 31, 2025	ROYAL BANK OF CANADA	0.68%	2.54M	25.11M	415.95K	+19.59%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.33%	1.23M	12.2M	18.51K	+1.53%
Mar 31, 2025		0.03%	108.19K	1.07M	0	0
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.03%	112.71K	1.11M	112.71K	+100.00%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	400.13K	3.96M	19.26K	+5.06%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.08%	280.11K	2.77M	-9.05K	-3.13%
Mar 31, 2025	STONEX GROUP INC.	0.03%	103.8K	1.03M	-5.35K	-4.90%
Mar 31, 2025	CARL P. SHERR & CO., LLC	0.03%	105.53K	1.04M	0	0
Mar 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.03%	106.33K	1.05M	-873	-0.81%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.03%	108.62K	1.07M	0	0
Mar 31, 2025	RDA FINANCIAL NETWORK	0.03%	113.64K	1.12M	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	117.14K	1.16M	6.26K	+5.65%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	120.53K	1.19M	-29.07K	-19.43%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.03%	130.27K	1.28M	-9.59K	-6.86%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.05%	191.13K	1.89M	-575.59K	-75.07%
Mar 31, 2025	SOUND VIEW WEALTH ADVISORS GROUP, LLC	0.06%	230.46K	2.28M	-35.76K	-13.43%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.4%	1.47M	13.3M	90.55K	+6.58%
Mar 31, 2024	LPL FINANCIAL LLC	0.49%	1.77M	16.06M	116.46K	+7.04%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.02%	76.17K	690.87K	16.71K	+28.10%
Mar 31, 2024	CHERRY TREE WEALTH MANAGEMENT, LLC	0.02%	79.36K	719.75K	0	0
Mar 31, 2024	US BANCORP \DE\	0.02%	84.23K	763.98K	1K	+1.20%
Mar 31, 2024	OPPENHEIMER & CO INC	0.02%	86.76K	786.87K	-6.32K	-6.79%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	92.73K	841.09K	-9.8K	-9.56%
Mar 31, 2024	CREATIVE PLANNING	0.03%	93.08K	844.24K	-17.33K	-15.69%
Mar 31, 2024	MAS ADVISORS LLC	0.03%	97.35K	882.97K	23.86K	+32.46%
Mar 31, 2024	DAVENPORT & CO LLC	0.03%	100.28K	909.57K	-14.25K	-12.44%
Mar 31, 2024	MONETARY MANAGEMENT GROUP INC	0.02%	75.2K	682.06K	-1K	-1.31%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.03%	102.78K	932.19K	-7.85K	-7.10%
Mar 31, 2024	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.03%	107.33K	973.5K	-547	-0.51%
Mar 31, 2024	CARL P. SHERR & CO., LLC	0.03%	109.53K	993.43K	-3.2K	-2.84%
Mar 31, 2024	OWEN LARUE, LLC	0.03%	110.06K	998.25K	-22.33K	-16.86%
Mar 31, 2024	FOGUTH WEALTH MANAGEMENT, LLC.	0.03%	110.79K	1M	110.79K	+100.00%
Mar 31, 2024	SIGNAL ADVISORS WEALTH, LLC	0.03%	110.79K	1M	3.46K	+3.22%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.03%	113.27K	1.03M	18.72K	+19.80%
Mar 31, 2024	STOCK YARDS BANK & TRUST CO	0.03%	117.08K	1.06M	83.69K	+250.64%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.03%	120.54K	1.09M	-5.8K	-4.59%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.03%	124.33K	1.13M	-41	-0.03%
Mar 31, 2024	SOUND VIEW WEALTH ADVISORS GROUP, LLC	0.08%	274.34K	2.49M	-6.92K	-2.46%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.08%	280.75K	2.55M	22.58K	+8.74%
Mar 31, 2024	GSB WEALTH MANAGEMENT, LLC	0.08%	300.38K	2.72M	-2.85K	-0.94%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.11%	399.31K	3.62M	-24.96K	-5.88%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.12%	418.21K	3.79M	21.37K	+5.39%
Mar 31, 2024	N.E.W. ADVISORY SERVICES LLC	0.12%	446.23K	4.05M	1.38K	+0.31%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.13%	479.49K	4.35M	194.55K	+68.28%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.14%	489.88K	4.44M	49.11K	+11.14%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.14%	490.19K	4.45M	-2.86K	-0.58%
Mar 31, 2024	CETERA ADVISORS LLC	0.14%	518.94K	4.71M	35.32K	+7.30%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.15%	550.11K	4.99M	134.65K	+32.41%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.22%	813.42K	7.38M	74.71K	+10.11%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	866.83K	7.86M	-84.25K	-8.86%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	962.65K	8.73M	962.65K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.29%	1.06M	9.63M	66.82K	+6.72%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.32%	1.17M	10.6M	142.07K	+13.83%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.32%	1.17M	10.6M	1.17M	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.52%	1.87M	16.94M	97.13K	+5.49%
Mar 31, 2024	AMERICAN FINANCIAL ADVISORS, LLC	0.54%	1.96M	17.81M	-64.39K	-3.18%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.03%	125.63K	1.14M	3.67K	+3.01%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.04%	129.04K	1.17M	-6.94K	-5.10%
Mar 31, 2024	COHEN & STEERS, INC.	0.04%	143.89K	1.31M	107K	+290.02%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.04%	144.11K	1.31M	-11.98K	-7.67%
Mar 31, 2024	UBS GROUP AG	0.16%	576.07K	5.22M	-12.27K	-2.09%
Mar 31, 2024	MORGAN STANLEY	1.43%	5.19M	47.11M	396.86K	+8.27%
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.03%	102.12K	926.23K	34.36K	+50.72%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.04%	145.98K	1.32M	-9.67K	-6.21%
Mar 31, 2024	VIVALDI CAPITAL MANAGEMENT LP	0.04%	152.22K	1.37M	0	0
Mar 31, 2024	VIRTUE CAPITAL MANAGEMENT, LLC	0.04%	154.63K	1.38M	154.63K	+100.00%
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.04%	160.66K	1.47M	0	0
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	169.57K	1.54M	9.32K	+5.82%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.05%	174.6K	1.58M	-8.87K	-4.83%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	176.41K	1.6M	106.07K	+150.78%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	186.15K	1.69M	-79	-0.04%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.06%	204.24K	1.85M	16.49K	+8.78%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.07%	250K	2.28M	137.2K	+121.63%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.25%	905.9K	8.22M	-56.21K	-5.84%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.34%	1.23M	11.14M	1.05M	+571.51%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.06%	182.97K	1.55M	-190.48K	-51.01%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.06%	183.47K	1.56M	9.27K	+5.32%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.06%	186.23K	1.58M	-26.17K	-12.32%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.06%	187.75K	1.59M	55.45K	+41.91%
Dec 31, 2023	FIRST HEARTLAND CONSULTANTS, INC.	0.08%	258.18K	2.19M	2.11K	+0.82%
Dec 31, 2023	SOUND VIEW WEALTH ADVISORS GROUP, LLC	0.09%	281.26K	2.39M	-36.86K	-11.59%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	284.94K	2.58M	191.66K	+205.49%
Dec 31, 2023	GSB WEALTH MANAGEMENT, LLC	0.09%	303.23K	2.57M	-47.69K	-13.59%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.12%	396.84K	3.37M	22.53K	+6.02%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.13%	415.45K	3.52M	-16.21K	-3.76%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.13%	424.27K	3.6M	-26.61K	-5.90%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.13%	440.77K	3.74M	-2K	-0.45%
Dec 31, 2023	N.E.W. ADVISORY SERVICES LLC	0.13%	444.85K	3.77M	21.54K	+5.09%
Dec 31, 2023	CETERA ADVISORS LLC	0.15%	483.62K	4.1M	-245.37K	-33.66%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.15%	493.05K	4.18M	-65.68K	-11.76%
Dec 31, 2023	UBS GROUP AG	0.18%	588.34K	4.99M	-64.16K	-9.83%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.22%	738.71K	6.26M	131.86K	+21.73%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	951.08K	8.07M	122	+0.01%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.29%	962.11K	8.16M	-56.97K	-5.59%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.3%	994.91K	8.44M	78.82K	+8.60%
Dec 31, 2023	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.31%	1.03M	8.71M	800.35K	+353.10%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.42%	1.38M	11.67M	25.36K	+1.88%
Dec 31, 2023	LPL FINANCIAL LLC	0.5%	1.65M	14.03M	-286.04K	-14.74%
Dec 31, 2023	ROYAL BANK OF CANADA	0.54%	1.77M	15.01M	-252.91K	-12.50%
Dec 31, 2023	AMERICAN FINANCIAL ADVISORS, LLC	0.61%	2.03M	17.19M	-81.83K	-3.88%
Dec 31, 2023	MORGAN STANLEY	1.45%	4.8M	40.68M	-534.45K	-10.02%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.03%	91.26K	773.9K	7.51K	+8.97%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.03%	92.37K	786.93K	36.72K	+65.98%
Dec 31, 2023	OPPENHEIMER & CO INC	0.03%	93.07K	789.25K	-10.67K	-10.29%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.03%	94.55K	801.81K	-13.87K	-12.80%
Dec 31, 2023	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	102.53K	869.48K	0	0
Dec 31, 2023	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.03%	107.88K	914.81K	-70	-0.06%
Dec 31, 2023	CREATIVE PLANNING	0.03%	110.41K	936.25K	-35.01K	-24.07%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.03%	110.63K	938.11K	22.54K	+25.58%
Dec 31, 2023	CARL P. SHERR & CO., LLC	0.03%	112.73K	955.93K	8.8K	+8.47%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.03%	112.8K	964K	112.8K	+100.00%
Dec 31, 2023	DAVENPORT & CO LLC	0.03%	114.53K	971.22K	-21.99K	-16.11%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.04%	121.96K	1.03M	8.22K	+7.22%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.04%	124.37K	1.06M	8.05K	+6.92%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.04%	126.34K	1.07M	-177.29K	-58.39%
Dec 31, 2023	OWEN LARUE, LLC	0.04%	132.39K	1.12M	-34.55K	-20.70%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.04%	135.98K	1.15M	1.02K	+0.76%
Dec 31, 2023	VIVALDI CAPITAL MANAGEMENT LP	0.05%	152.22K	1.32M	-62.61K	-29.14%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.05%	155.64K	1.32M	-2.66K	-1.68%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.05%	156.09K	1.32M	51.7K	+49.52%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	160.25K	1.36M	19.99K	+14.25%
Dec 31, 2023		0.03%	107.33K	917.13K	107.33K	+100.00%
Dec 31, 2023	BARTLETT & CO. LLC	0.05%	160.66K	1.37M	0	0
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.05%	165.19K	1.4M	165.19K	+100.00%

Insiders

Among the DNP insiders holding of 0.05% of the stake in company, POINDEXTER CHRISTIAN H, director, holds the largest shares of 95.6K. GENETSKI ROBERT J, director, is the second largest DNP insider with ownership of 69.1K shares. PARTAIN NATHAN I, President and CEO, stands third with possession of 27.15K shares of that stake.

Insiders	Designation	Shares Held
POINDEXTER CHRISTIAN H	director	95.6K
GENETSKI ROBERT J	director	69.1K
PARTAIN NATHAN I	President and CEO	27.15K
KAHRER MARK G.	director	23K
LUECKE CONNIE M	VP & Chief Investment Officer	19.15K
MCLOUGHLIN PHILIP R	director	18.32K
HOFFMAN CLIFFORD W. JR.	director	15.4K
SMITH RANDLE L		11.59K
LAMPTON NANCY	director	8.83K
GRUMHAUS DAVID D JR.	President and CEO	8.36K
WEST KYLE P.	Officer of Investment Adviser	7.18K
CONNER STEWART E	director	6.75K
MCNAMARA GERALDINE M	director	5.34K
BURKE DONALD C	director	5.2K
VITALE DAVID J	director	5K
CUSACK MAREILE B.	director	4.75K
PETRISKO DANIEL	Executive Vice President	3.57K
AMERICAN INTERNATIONAL GROUP INC		660
AMERICAN GENERAL LIFE INSURANCE CO		0
COREBRIDGE FINANCIAL, INC.	See Remarks	0
BANK OF AMERICA CORP /DE/	10 percent owner	0
AMERICAN HOME ASSURANCE CO		0
METLIFE INVESTMENT MANAGEMENT, LLC	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 11, 2026	KAHRER MARK G.	PURCHASE	10.21	20K	204.2K	23K
Feb 19, 2025	MCNAMARA GERALDINE M	SALE	9.41	11.39K	107.19K	5.34K
Nov 26, 2024	GRUMHAUS DAVID D JR.	PURCHASE	9.60	2K	19.2K	8.36K
Aug 14, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	14000000.00	14M	196T	0
Jul 29, 2024	COREBRIDGE FINANCIAL, INC.	SALE	13185666.67	14M	184.6T	0
Jul 22, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	3100000.00	3.1M	9.61T	0
Jul 08, 2024	MCLOUGHLIN PHILIP R	PURCHASE	8.33	2.5K	20.82K	18.32K
Jun 21, 2024	PETRISKO DANIEL	PURCHASE	8.13	800	6.5K	3.57K
Jun 14, 2024	WEST KYLE P.	PURCHASE	8.24	1K	8.24K	7.18K
Jun 05, 2024	LUECKE CONNIE M	PURCHASE	8.60	935	8.04K	19.15K
Dec 20, 2023	PETRISKO DANIEL	PURCHASE	8.45	700	5.91K	2.65K
Dec 12, 2023	LUECKE CONNIE M	PURCHASE	8.31	2.4K	19.96K	17.43K
Dec 12, 2023	GRUMHAUS DAVID D JR.	PURCHASE	8.30	3K	24.9K	5.88K
Dec 11, 2023	WEST KYLE P.	PURCHASE	8.46	1.25K	10.57K	5.86K
Oct 04, 2023	LUECKE CONNIE M	PURCHASE	8.98	2.73K	24.47K	14.81K
Oct 02, 2023	WEST KYLE P.	PURCHASE	9.24	1K	9.25K	4.55K
Jun 20, 2023	LUECKE CONNIE M	PURCHASE	10.16	740	7.52K	11.86K
Apr 26, 2023	CUSACK MAREILE B.	PURCHASE	10.50	4.75K	49.9K	4.75K
Oct 07, 2022	WEST KYLE P.	PURCHASE	10.15	350	3.55K	3.29K
May 12, 2022	WEST KYLE P.	PURCHASE	10.99	1K	10.99K	2.87K
May 04, 2022	LUECKE CONNIE M	PURCHASE	10.90	640	6.97K	10.24K
Oct 01, 2021	VITALE DAVID J	PURCHASE	10.57	5K	52.85K	5K
Aug 04, 2021	GRUMHAUS DAVID D JR.	PURCHASE	10.57	1K	10.57K	2.42K
May 28, 2021	WEST KYLE P.	PURCHASE	10.38	1K	10.39K	1.75K
May 04, 2021	LUECKE CONNIE M	PURCHASE	10.19	685	6.98K	8.94K
Apr 05, 2021	VITALE DAVID J	PURCHASE	9.90	5K	49.5K	28.28K
Sep 21, 2020	WEST KYLE P.	PURCHASE	10.20	350	3.57K	711
Apr 03, 2020	LUECKE CONNIE M	PURCHASE	9.07	775	7.03K	7.63K
Apr 01, 2020	WEST KYLE P.	PURCHASE	9.26	350	3.24K	350
Feb 28, 2020	GENETSKI ROBERT J	PURCHASE	10.93	100	1.09K	69.1K
Jun 21, 2019	LUECKE CONNIE M	PURCHASE	11.82	1.14K	13.47K	6.54K
Jan 29, 2019	AMERICAN INTERNATIONAL GROUP INC	PURCHASE	100000.00	660	66M	660
Jan 02, 2019	VITALE DAVID J	PURCHASE	10.44	7K	73.08K	23.28K
Feb 01, 2018	HOFFMAN CLIFFORD W. JR.	PURCHASE	10.33	10K	103.3K	15.4K
Dec 21, 2017	LUECKE CONNIE M	PURCHASE	10.37	625	6.48K	4.83K
Oct 02, 2017	MCLOUGHLIN PHILIP R	SALE	11.33	7.5K	84.98K	8.97K
Dec 01, 2016	HOFFMAN CLIFFORD W. JR.	PURCHASE	10.02	5K	50.1K	5K
Jul 22, 2016	AMERICAN HOME ASSURANCE CO	PURCHASE	4660000.00	4.66M	21.72T	0
Jul 22, 2016	AMERICAN GENERAL LIFE INSURANCE CO	PURCHASE	15000000.00	15M	225T	0
Jul 22, 2016	AMERICAN INTERNATIONAL GROUP INC	PURCHASE	47000000.00	47M	2209T	0
Apr 15, 2016	LUECKE CONNIE M	PURCHASE	10.04	1.3K	13K	3.74K
Jan 26, 2016	VITALE DAVID J	PURCHASE	9.17	1.5K	13.76K	16.28K
Jan 15, 2016	POINDEXTER CHRISTIAN H	PURCHASE	8.96	10.7K	95.87K	95.6K
Jan 14, 2016	POINDEXTER CHRISTIAN H	SALE	9.04	1	5.28	84.9K
Dec 08, 2015	SMITH RANDLE L	PURCHASE	9.01	1.98K	17.79K	11.59K
Oct 01, 2015	SMITH RANDLE L	PURCHASE	9.05	2.2K	19.91K	9.45K
Sep 02, 2015	VITALE DAVID J	PURCHASE	9.64	10K	96.4K	14.78K
Oct 15, 2014	GENETSKI ROBERT J	PURCHASE	10.01	10.75K	107.61K	69K
Sep 29, 2014	BURKE DONALD C	PURCHASE	10.15	5.2K	52.76K	5.2K
Oct 16, 2013	SMITH RANDLE L	PURCHASE	9.53	6.3K	60.04K	20.89K
Jun 21, 2013	POINDEXTER CHRISTIAN H	PURCHASE	9.81	3.06K	30K	73.34K
May 24, 2013	LAMPTON NANCY	SALE	10.47	12	127.71	8.83K
Mar 26, 2013	BANK OF AMERICA CORP /DE/	SALE	10.18	480	4.89K	0
Oct 04, 2012	CONNER STEWART E	PURCHASE	9.89	750	7.42K	6.75K
Jun 21, 2012	MCLOUGHLIN PHILIP R	PURCHASE	11.14	100	1.11K	8.72K
Jun 01, 2012	MCLOUGHLIN PHILIP R	PURCHASE	10.80	2.8K	30.24K	8.38K
Dec 13, 2011	BANK OF AMERICA CORP /DE/	SALE	10.96	50	548	0
Dec 09, 2011	BANK OF AMERICA CORP /DE/	SALE	10.98	1.5K	16.47K	0
Dec 07, 2011	POINDEXTER CHRISTIAN H	PURCHASE	10.93	5.03K	55K	61.58K
Nov 30, 2011	BANK OF AMERICA CORP /DE/	SALE	10.72	500	5.36K	0
Nov 28, 2011	BANK OF AMERICA CORP /DE/	SALE	10.67	900	9.6K	0
Nov 17, 2011	BANK OF AMERICA CORP /DE/	SALE	10.60	927	9.83K	0
Oct 24, 2011	BANK OF AMERICA CORP /DE/	SALE	10.29	162	1.67K	0
Oct 20, 2011	BANK OF AMERICA CORP /DE/	SALE	10.35	1K	10.35K	0
Oct 05, 2011	MCLOUGHLIN PHILIP R	PURCHASE	9.98	1K	9.98K	5.31K
Sep 26, 2011	BANK OF AMERICA CORP /DE/	SALE	9.96	783	7.8K	0
Sep 15, 2011	BANK OF AMERICA CORP /DE/	SALE	10.07	1K	10.07K	0
Sep 12, 2011	BANK OF AMERICA CORP /DE/	SALE	10.04	12	120.48	0
Aug 25, 2011	BANK OF AMERICA CORP /DE/	SALE	9.99	225	2.25K	0
Aug 08, 2011	MCNAMARA GERALDINE M	PURCHASE	9.11	1K	9.11K	4.49K
Jul 21, 2011	BANK OF AMERICA CORP /DE/	SALE	10.11	365	3.69K	0
Jul 18, 2011	BANK OF AMERICA CORP /DE/	SALE	10.00	500	5K	0
Jul 08, 2011	MCLOUGHLIN PHILIP R	PURCHASE	10.04	2K	20.08K	4.24K
Jun 30, 2011	BANK OF AMERICA CORP /DE/	SALE	9.98	500	4.99K	0
May 26, 2011	BANK OF AMERICA CORP /DE/	SALE	9.94	500	4.97K	0
May 24, 2011	BANK OF AMERICA CORP /DE/	SALE	9.96	500	4.98K	0
Apr 27, 2011	PARTAIN NATHAN I	PURCHASE	9.63	750	7.22K	27.15K
Apr 15, 2011	BANK OF AMERICA CORP /DE/	SALE	9.57	1.5K	14.36K	0
Mar 30, 2011	BANK OF AMERICA CORP /DE/	PURCHASE	9.54	203	1.94K	203
Mar 03, 2011	BANK OF AMERICA CORP /DE/	PURCHASE	9.54	15	143.1	15
Feb 28, 2011	BANK OF AMERICA CORP /DE/	PURCHASE	9.56	1K	9.56K	1K
Jan 21, 2011	BANK OF AMERICA CORP /DE/	PURCHASE	9.35	11	102.85	11

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE20K1

SALES00

NET SHARES20K1

SHARES HELD23K1

% NET SHARES-13.04%0%

Frequently Asked Questions