How many institutions own EOI 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 EOI shares is 90, representing 22.41% of the company's common stock.

Who are the major shareholders selling Eaton Vance Enhanced Equity Income Fund stock?

BRICK & KYLE, ASSOCIATES, in the last quarter, reduced its stake in EOI by -3.8% restricting it's holding to 20.27 thousand shares of worth nearly $380.65K. SANCTUARY ADVISORS, LLC also lessened -5.93% of the EOI shares from its portfolio, reducing its holding to 25.28 thousand shares of worth $474.72K. WEDBUSH SECURITIES INC also shunned EOI shares holding by -0.18% last quarter which brought its holding to 11.01 thousand shares worth $207.00K.

Investors who are buying EOI stock?

As per its latest 13F filing, COLONIAL TRUST ADVISORS increased its stake in EOI by 0.48% in the last quarter. The institutional holder raised its holding to 2.08 thousand shares having worth more than $38.96K. FIFTH THIRD BANCORP also added 100% more shares of EOI to its portfolio, raising its holding to 1.5 thousand shares of worth $28.17K. COMMONS CAPITAL, LLC also increased its EOI shares holding by 38.09% which brought its holding to 24.51 thousand shares worth $460.33K.

EOI's major insiders: who are they?

The insider with the most stakes in EOI is Gaffney Charles , Portfolio Manager at the company. Additionally, EOI stock is highly held by Vice President RICHARDSON DUNCAN W and Portfolio Manager Nelson George R. among others.

Did an insider recently sell EOI stock?

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

Which insider recently purchased EOI stock?

There have been 1 transaction(s) during the past 6-months in which Eaton Vance Enhanced Equity Income Fund insiders have bought stock, totalling 25000 shares

How much of EOI does insiders own?

Around 25K Eaton Vance Enhanced Equity Income Fund shares are held by insiders, which represents about N/A of EOI stock.

Who is the insider with the largest stake?

EOI Portfolio Manager, Gaffney Charles holds the largest portfolio of the company's shares. EOI shares owned by Gaffney total nearly 25 thousand.

Which institution holds the most shares in EOI?

COLONIAL TRUST ADVISORS is the largest institutional owner in EOI which holds 2.08 thousand shares worth $38.96K or 0.01% of the total EOI shares outstanding followed by FIFTH THIRD BANCORP with ownership of 1.5 thousand shares representing 0% of the EOI ownership. BRICK & KYLE, ASSOCIATES is the third largest stakeholder with 20.27 thousand shares or 0.05% of the ownership worth more than $380.65K.

Is Eaton Vance Enhanced Equity Income Fund 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 EOI is concerned, it is a stock which is not optionable.

Is there a short position on EOI's shares?

Number of EOI 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 EOI shares are there?

As of today, null shares of EOI are outstanding.

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

EOI 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 EOI is null.

Eaton Vance Enhanced Equity Income Fund (EOI) 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

22.41% Percentage of Shares held by All Institutions

22.41% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 22.41% of EOI shares are held by financial institutions. COLONIAL TRUST ADVISORS is the top corporate investor, holding 2.08K shares valued at $38.96K. A 0.01% stake in Eaton Vance Enhanced Equity Income Fund is owned by the company. FIFTH THIRD BANCORP owns 1.5K shares valued at $28.17K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	COLONIAL TRUST ADVISORS	0.01%	2.08K	38.96K	10	+0.48%
Mar 31, 2026	FIFTH THIRD BANCORP	0%	1.5K	28.17K	1.5K	+100.00%
Mar 31, 2026	BRICK & KYLE, ASSOCIATES	0.05%	20.27K	380.65K	-800	-3.80%
Mar 31, 2026	COMMONS CAPITAL, LLC	0.06%	24.51K	460.33K	6.76K	+38.09%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.06%	25.28K	474.72K	-1.59K	-5.93%
Mar 31, 2026	GUERRA PAN ADVISORS, LLC	0.1%	39.57K	743.03K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	40.95K	769.06K	800	+1.99%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	10.63K	199.71K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.34%	543.31K	10.2M	2.91K	+0.54%
Mar 31, 2026	MORGAN STANLEY	2.01%	815.6K	15.32M	6.03K	+0.75%
Mar 31, 2026	COLONY GROUP, LLC	3.63%	1.47M	27.65M	692.57K	+88.79%
Mar 31, 2026		0.03%	11.08K	208.02K	223	+2.05%
Mar 31, 2026	JANE STREET GROUP, LLC	0.03%	11.37K	213.43K	11.37K	+100.00%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.03%	11.01K	207K	-20	-0.18%
Mar 31, 2026	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	11K	206.58K	0	0
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.46%	185.95K	3.49M	-1.35K	-0.72%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.46%	188.25K	3.54M	-1.35K	-0.71%
Mar 31, 2026	UBS GROUP AG	0.47%	188.76K	3.54M	-2.05K	-1.07%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.04%	15.02K	282.06K	0	0
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.05%	19.29K	362.17K	19.29K	+100.00%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.05%	20.5K	385.05K	-60.73K	-74.76%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.11%	44.97K	844.43K	133	+0.30%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	134.79K	2.53M	73.8K	+121.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.5%	200.6K	3.77M	11.03K	+5.82%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.54%	216.81K	4.15M	2.74K	+1.28%
Mar 31, 2026	ROMAN BUTLER FULLERTON & CO	0.55%	220.87K	4.34M	1.17K	+0.53%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.59%	239.89K	4.51M	-2.51K	-1.04%
Mar 31, 2026	ROYAL BANK OF CANADA	0.83%	336.43K	6.32M	7.61K	+2.31%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.72%	1.51M	28.31M	55.26K	+3.80%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	1.85K	34.78K	0	0
Mar 31, 2026	VSM WEALTH ADVISORY, LLC	0%	916	17.2K	916	+100.00%
Mar 31, 2026	NBC SECURITIES, INC.	0.01%	2.71K	50.92K	24	+0.89%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	3.83K	69.4K	0	0
Mar 31, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.01%	4.8K	90.14K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	4.86K	91.19K	0	0
Mar 31, 2026	COLONIAL TRUST CO / SC	0.02%	7K	126.91K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.02%	7.57K	142.2K	0	0
Mar 31, 2026	CWM, LLC	0.02%	10.05K	188.7K	61	+0.61%
Mar 31, 2026	LPL FINANCIAL LLC	0.88%	355.21K	6.67M	96.09K	+37.09%
Mar 31, 2026	INVESCO LTD.	0.98%	398.77K	7.49M	-60.7K	-13.21%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.35%	545.25K	10.24M	31.28K	+6.09%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.41%	569.31K	10.69M	-26.45K	-4.44%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	18.46K	346.59K	-1.78K	-8.80%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.42%	168.11K	3.16M	-32.89K	-16.36%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.13%	54.26K	1.02M	-3.51K	-6.08%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.18%	74.64K	1.4M	-11.4K	-13.25%
Mar 31, 2026	IEQ CAPITAL, LLC	0.03%	11K	206.58K	0	0
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.03%	12.12K	227.58K	1.97K	+19.42%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.05%	20.87K	392.01K	0	0
Mar 31, 2026	DAVID J YVARS GROUP	0.05%	21.5K	403.77K	372	+1.76%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.12%	46.7K	876.97K	-1K	-2.10%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.12%	47.61K	894.11K	7.18K	+17.76%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	49.8K	935.26K	-231	-0.46%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	53.69K	1.01M	-12.85K	-19.31%
Mar 31, 2026	OXENFREE CAPITAL LLC	0.2%	80.71K	1.61M	12.61K	+18.52%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.22%	90.16K	1.69M	-4.45K	-4.70%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.23%	92.01K	1.76M	85.74K	+1,366.29%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.03%	12.6K	236.57K	154	+1.24%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.1%	41.86K	786.22K	192	+0.46%
Mar 31, 2026	TPG ADVISORS LLC	0.23%	92.05K	1.73M	-14.47K	-13.58%
Mar 31, 2026	BARRETT & COMPANY, INC.	0%	750	14.09K	0	0
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.46%	187.3K	3.85M	26.36K	+16.38%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.47%	189.57K	3.9M	12.23K	+6.90%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.47%	189.6K	3.9M	25.07K	+15.24%
Dec 31, 2025	CWM, LLC	0.02%	9.99K	205K	58	+0.58%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	10.15K	208.63K	47	+0.47%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	10.63K	103.34K	10.63K	+100.00%
Dec 31, 2025	MARINER, LLC	0.03%	10.8K	222.07K	0	0
Dec 31, 2025	IEQ CAPITAL, LLC	0.03%	11K	226.16K	0	0
Dec 31, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	11K	226.16K	0	0
Dec 31, 2025	BRICK & KYLE, ASSOCIATES	0.05%	21.07K	433K	-500	-2.32%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.02%	7.65K	157.28K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	7.57K	155.68K	1.8K	+31.18%
Dec 31, 2025	UBS GROUP AG	0.47%	190.8K	3.92M	47	+0.02%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.5%	201K	4.13M	8.46K	+4.39%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.03%	11.03K	227K	1.16K	+11.72%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.03%	12.44K	255.81K	147	+1.20%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.03%	13.01K	221.27K	-792	-5.74%
Dec 31, 2025	DAVID J YVARS GROUP	0.05%	21.13K	434.39K	21.13K	+100.00%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	21.81K	448.48K	103	+0.47%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.04%	14.65K	301.2K	14.65K	+100.00%
Dec 31, 2025	COMMONS CAPITAL, LLC	0.04%	17.75K	364.97K	1.11K	+6.68%
Dec 31, 2025	GUERRA PAN ADVISORS, LLC	0.1%	39.57K	813.46K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	40.15K	825.5K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	50.03K	1.03M	-158	-0.31%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.25%	100.29K	2.06M	100.29K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.53%	214.07K	4.4M	1.89K	+0.89%
Dec 31, 2025	ROMAN BUTLER FULLERTON & CO	0.54%	219.69K	4.55M	13.22K	+6.40%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.6%	242.4K	4.98M	-78.64K	-24.50%
Dec 31, 2025	LPL FINANCIAL LLC	0.64%	259.12K	5.33M	14.37K	+5.87%
Dec 31, 2025	ROYAL BANK OF CANADA	0.81%	328.83K	6.76M	15.28K	+4.87%
Dec 31, 2025	INVESCO LTD.	1.13%	459.48K	9.45M	27.72K	+6.42%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.27%	513.97K	10.57M	18.91K	+3.82%
Dec 31, 2025	COLONIAL TRUST CO / SC	0.02%	7K	144.34K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.33%	540.4K	11.11M	52.81K	+10.83%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.47%	595.76K	12.25M	5.51K	+0.93%
Dec 31, 2025	COLONY GROUP, LLC	1.93%	780K	16.04M	780K	+100.00%
Dec 31, 2025	MORGAN STANLEY	2%	809.56K	16.64M	-10.36K	-1.26%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.59%	1.45M	29.86M	361.08K	+33.09%
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.04%	15.02K	308.79K	966	+6.87%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	4.8K	98.69K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	4.86K	99.84K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	5.49K	112.85K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	6.28K	129.01K	-1.81K	-22.42%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.02%	6.78K	139.45K	6.78K	+100.00%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.05%	20.87K	429.17K	0	0
Dec 31, 2025		0.04%	16.18K	332.6K	16.18K	+100.00%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	17.83K	366.48K	-3.88K	-17.89%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.05%	18.47K	379.81K	-6.49K	-26.00%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	20.24K	416.03K	2.98K	+17.27%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	25.42K	522.59K	25.42K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.07%	26.87K	552.47K	-3.4K	-11.23%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	40.43K	831.25K	-847	-2.05%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.1%	41.67K	856.78K	-2.23K	-5.09%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.11%	44.83K	921.73K	-252	-0.56%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	47.7K	980.65K	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.14%	57.77K	1.19M	-19.66K	-25.39%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	60.99K	1.25M	-4.17K	-6.40%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	66.54K	1.37M	-309	-0.46%
Dec 31, 2025	OXENFREE CAPITAL LLC	0.17%	68.1K	1.4M	2.93K	+4.49%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.2%	81.24K	1.67M	77.18K	+1,900.91%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.21%	86.04K	1.77M	3.05K	+3.67%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.23%	94.6K	1.95M	-3.17K	-3.24%
Dec 31, 2025	TPG ADVISORS LLC	0.26%	106.52K	2.19M	3.23K	+3.13%
Sep 30, 2025	INVESCO LTD.	1.06%	431.76K	9.07M	-7.74K	-1.76%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.24%	97.77K	2.05M	-625	-0.64%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	13.8K	289.77K	1.69K	+13.93%
Sep 30, 2025		0.18%	75.44K	1.58M	75.44K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	212.18K	4.45M	11.13K	+5.54%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	40.15K	843.17K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	5.77K	121.21K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	4.86K	101.97K	0	0
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	4.8K	100.8K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	4.43K	92.99K	600	+15.67%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.01%	4.06K	85.26K	4.06K	+100.00%
Sep 30, 2025	COLONIAL TRUST ADVISORS	0.01%	2.06K	43.18K	9	+0.44%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	1.85K	38.89K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	1.24K	26.06K	23	+1.89%
Sep 30, 2025	TSFG, LLC	0%	1.09K	23K	-154	-12.41%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	1K	21K	0	0
Sep 30, 2025	BARRETT & COMPANY, INC.	0%	750	15.75K	0	0
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	718	15.07K	0	0
Sep 30, 2025	VSM WEALTH ADVISORY, LLC	0%	672	14.11K	47	+7.52%
Sep 30, 2025	LRI INVESTMENTS, LLC	0%	618	12.97K	0	0
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	509	10.65K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	41.28K	866.83K	-2.08K	-4.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.67%	1.09M	22.92M	-199.09K	-15.43%
Sep 30, 2025	MORGAN STANLEY	2.01%	819.93K	17.22M	-13.02K	-1.56%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.21%	495.06K	10.4M	22.25K	+4.71%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.19%	487.59K	10.24M	22.39K	+4.81%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.79%	321.04K	6.74M	-34.79K	-9.78%
Sep 30, 2025	ROYAL BANK OF CANADA	0.77%	313.55K	6.58M	18.76K	+6.36%
Sep 30, 2025	OXENFREE CAPITAL LLC	0.16%	65.17K	1.37M	-18.69K	-22.28%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	65.17K	1.37M	-1.98K	-2.94%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	50.19K	1.05M	4.05K	+8.78%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.06%	24.97K	524.27K	1.01K	+4.20%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	21.71K	455.92K	97	+0.45%
Sep 30, 2025	BRICK & KYLE, ASSOCIATES	0.05%	21.57K	453K	0	0
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.05%	20.87K	438.35K	0	0
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	17.26K	362.36K	-150	-0.86%
Sep 30, 2025	COMMONS CAPITAL, LLC	0.04%	16.64K	349.43K	1.66K	+11.11%
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.03%	14.05K	295.11K	0	0
Sep 30, 2025	IEQ CAPITAL, LLC	0.03%	11K	231K	0	0
Sep 30, 2025	MARINER, LLC	0.03%	10.8K	226.82K	-13.2K	-55.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.02%	10.1K	212.1K	369	+3.79%
Sep 30, 2025	CWM, LLC	0.02%	9.93K	209K	55	+0.56%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.62%	253.49K	5.32M	-31.29K	-10.99%
Sep 30, 2025	LPL FINANCIAL LLC	0.6%	244.75K	5.14M	29.57K	+13.74%
Sep 30, 2025	ROMAN BUTLER FULLERTON & CO	0.51%	206.48K	4.28M	7.37K	+3.70%
Sep 30, 2025	UBS GROUP AG	0.47%	190.76K	4.01M	5.14K	+2.77%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.11%	45.08K	946.76K	469	+1.05%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.11%	43.91K	922.03K	-1.09K	-2.43%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	43.5K	911.33K	0	0
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.4%	164.53K	3.46M	164.53K	+100.00%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.39%	160.94K	3.38M	160.94K	+100.00%
Sep 30, 2025	TPG ADVISORS LLC	0.25%	103.29K	2.17M	4.6K	+4.66%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	83K	1.74M	4.58K	+5.84%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.19%	77.43K	1.63M	-3.25K	-4.03%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	66.85K	1.4M	-16.97K	-20.25%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.02%	9.87K	207K	9.87K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.43%	177.34K	3.72M	6.63K	+3.88%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.45%	590.25K	12.4M	15.18K	+2.64%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	192.54K	4.09M	12.13K	+6.72%
Sep 30, 2025	GUERRA PAN ADVISORS, LLC	0.1%	39.57K	830.87K	0	0
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.05%	21.71K	455.88K	49	+0.23%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.03%	12.3K	258.2K	139	+1.14%
Sep 30, 2025	JANE STREET GROUP, LLC	0.03%	11.14K	233.96K	11.14K	+100.00%
Sep 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	11K	231K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.07%	30.27K	635.72K	-1.41K	-4.45%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	47.7K	1M	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	8.09K	169.85K	1K	+14.11%
Sep 30, 2025	COLONIAL TRUST CO / SC	0.02%	7K	146.44K	0	0
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.95%	797.18K	16.74M	-5.58K	-0.70%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-100	-100.00%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0%	0	-	-27.21K	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.2%	1.29M	27M	-20.65K	-1.57%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.71%	284.77K	5.96M	3.41K	+1.21%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	718	15.02K	0	0
Jun 30, 2025	TRUST CO OF VERMONT	0%	650	13.6K	650	+100.00%
Jun 30, 2025	LRI INVESTMENTS, LLC	0%	618	12.92K	0	0
Jun 30, 2025	MORGAN STANLEY	2.06%	832.94K	17.43B	31.55K	+3.94%
Jun 30, 2025	ROYAL BANK OF CANADA	0.73%	294.79K	6.17M	22.22K	+8.15%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	78.41K	1.64M	16.1K	+25.85%
Jun 30, 2025	OXENFREE CAPITAL LLC	0.21%	83.86K	1.75M	2.66K	+3.27%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.42%	575.07K	12.03M	-13.49K	-2.29%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.17%	472.81K	9.89M	6.85K	+1.47%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.15%	465.21K	9.73M	5.25K	+1.14%
Jun 30, 2025	INVESCO LTD.	1.09%	439.49K	9.19M	-11.43K	-2.54%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.88%	355.83K	7.44M	37.91K	+11.92%
Jun 30, 2025	LPL FINANCIAL LLC	0.53%	215.18K	4.5M	65.66K	+43.91%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.5%	201.04K	4.21M	-8.12K	-3.88%
Jun 30, 2025	UBS GROUP AG	0.46%	185.62K	3.88M	-8.42K	-4.34%
Jun 30, 2025	BARRETT & COMPANY, INC.	0%	750	15.69K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	1.22K	25.47K	48	+4.10%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.42%	170.71K	3.57M	676	+0.40%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	180.41K	3.77M	-342	-0.19%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.2%	80.68K	1.69M	-65	-0.08%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	67.14K	1.4M	-3.32K	-4.71%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.11%	45K	941.38K	-1.82K	-3.89%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.11%	44.62K	933.37K	3.9K	+9.58%
Jun 30, 2025		0.03%	13.82K	289.11K	330	+2.45%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	43.5K	910.02K	-1.3K	-2.90%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	43.35K	906.94K	1.12K	+2.66%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	40.15K	839.96K	6.75K	+20.20%
Jun 30, 2025	GUERRA PAN ADVISORS, LLC	0.1%	39.57K	827.7K	0	0
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	21.61K	452.14K	102	+0.47%
Jun 30, 2025	BRICK & KYLE, ASSOCIATES	0.05%	21.57K	451K	-1.18K	-5.18%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.05%	20.87K	436.68K	9.36K	+81.32%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	20.58K	430.53K	-1.13K	-5.18%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	17.41K	364.11K	-566	-3.15%
Jun 30, 2025	COMMONS CAPITAL, LLC	0.04%	14.98K	313.3K	98	+0.66%
Jun 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.03%	14.05K	293.99K	1.55K	+12.42%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.03%	13.82K	289.11K	330	+2.45%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	12.11K	253.36K	857	+7.62%
Jun 30, 2025	IEQ CAPITAL, LLC	0.03%	11K	230.12K	0	0
Jun 30, 2025	CWM, LLC	0.02%	9.87K	207K	58	+0.59%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.02%	9.73K	203.58K	-2.11K	-17.84%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.02%	8.59K	178.5K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.02%	7.65K	160.04K	0	0
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	1.85K	38.74K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	83.82K	1.75M	-5.93K	-6.61%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	47.7K	997.82K	-2.5K	-4.98%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	46.14K	965.19K	973	+2.15%
Jun 30, 2025	MARINER, LLC	0.06%	24K	502.1K	13.1K	+120.17%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	7.09K	148.28K	0	0
Jun 30, 2025	COLONIAL TRUST CO / SC	0.02%	7K	145.88K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	5.77K	120.75K	3.24K	+127.60%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	5.49K	114.83K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	5.24K	109.54K	-34	-0.65%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	4.8K	100.42K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	2.92K	61.05K	-2.6K	-47.08%
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	2.64K	55	23	+0.88%
Jun 30, 2025	COLONIAL TRUST ADVISORS	0.01%	2.05K	42.83K	9	+0.44%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0%	1.93K	40.46K	1.93K	+100.00%
Jun 30, 2025	TSFG, LLC	0%	1.24K	26K	3	+0.24%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	1K	20.92K	1K	+100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.06%	23.96K	501.2K	-59.69K	-71.36%
Jun 30, 2025	WARTHER PRIVATE WEALTH, LLC	0.03%	13.7K	286.6K	0	0
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.03%	12.16K	254.31K	146	+1.22%
Jun 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	11K	230.12K	0	0
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.05%	21.66K	453.11K	21.66K	+100.00%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.99%	802.76K	16.79M	-11.77K	-1.45%
Jun 30, 2025	ROMAN BUTLER FULLERTON & CO	0.49%	199.1K	4.18M	5.35K	+2.76%
Jun 30, 2025	TPG ADVISORS LLC	0.24%	98.7K	2.06M	455	+0.46%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.24%	98.4K	2.06M	10.26K	+11.64%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0%	530	11.09K	530	+100.00%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	509	10.61K	-898	-63.82%
Jun 30, 2025	ASSETMARK, INC	0%	24	502	24	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-7.46K	-100.00%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0%	0	-	-49.08K	-100.00%
Jun 30, 2025	PSI ADVISORS, LLC	0%	0	-	-500	-100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.42%	170.03K	3.19M	-2.99K	-1.73%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.79%	317.91K	5.96M	-104.37K	-24.71%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	11.84K	222.2K	0	0
Mar 31, 2025	D.A. DAVIDSON & CO.	0.12%	46.82K	878.38K	407	+0.88%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.12%	49.08K	920.72K	770	+1.59%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	50.2K	941.7K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	70.46K	1.32M	-3.4K	-4.60%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.2%	80.74K	1.68M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	180.75K	3.39M	73.76K	+68.94%
Mar 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.03%	12.5K	234.5K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	62.31K	1.17M	2.43K	+4.06%
Mar 31, 2025	OXENFREE CAPITAL LLC	0.2%	81.2K	1.38M	-1.42K	-1.72%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	17.97K	336.42K	1.55K	+9.44%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.21%	83.65K	1.57M	61.44K	+276.56%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.22%	88.14K	1.61M	-6.07K	-6.44%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	2.02%	814.53K	15.28M	-21.96K	-2.63%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	89.75K	1.68M	6.96K	+8.40%
Mar 31, 2025	TPG ADVISORS LLC	0.24%	98.24K	1.84M	913	+0.94%
Mar 31, 2025	LPL FINANCIAL LLC	0.37%	149.52K	2.8M	23.56K	+18.70%
Mar 31, 2025	UBS GROUP AG	0.48%	194.04K	3.64M	-7.15K	-3.55%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.52%	209.16K	3.92M	-29.91K	-12.51%
Mar 31, 2025	ROYAL BANK OF CANADA	0.68%	272.57K	5.11M	14.09K	+5.45%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.7%	281.37K	5.28M	27.78K	+10.96%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.07%	27.21K	510.53K	4.05K	+17.46%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	33.4K	626.66K	250	+0.75%
Mar 31, 2025	GUERRA PAN ADVISORS, LLC	0.1%	39.57K	742.24K	3.36K	+9.28%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.03%	12.01K	225.32K	141	+1.19%
Mar 31, 2025	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.03%	12.15K	227.94K	9	+0.07%
Mar 31, 2025	ROMAN BUTLER FULLERTON & CO	0.48%	193.75K	3.45M	3.48K	+1.83%
Mar 31, 2025	WARTHER PRIVATE WEALTH, LLC	0.03%	13.7K	257.01K	0	0
Mar 31, 2025	COMMONS CAPITAL, LLC	0.04%	14.88K	279.11K	592	+4.14%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.03%	11.51K	215.97K	11.51K	+100.00%
Mar 31, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	11K	206.36K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.25%	1.31M	24.6M	3.97K	+0.30%
Mar 31, 2025	MORGAN STANLEY	1.98%	801.4K	15.03M	41.92K	+5.52%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.46%	588.56K	11.04M	8.24K	+1.42%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.15%	465.96K	8.74M	49.74K	+11.95%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.14%	459.95K	8.63M	-36.08K	-7.27%
Mar 31, 2025	INVESCO LTD.	1.12%	450.93K	8.46M	-4.36K	-0.96%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.03%	11.25K	211.12K	11.25K	+100.00%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.06%	25.16K	471.91K	25.16K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	45.16K	847.28K	-2.52K	-5.27%
Mar 31, 2025	BRICK & KYLE, ASSOCIATES	0.06%	22.75K	422K	531	+2.39%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	21.71K	407.19K	7.69K	+54.89%
Mar 31, 2025	JPMORGAN CHASE & CO	0.03%	13.58K	254.74K	6.35K	+87.79%
Mar 31, 2025		0.03%	13.49K	253.07K	166	+1.25%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	21.51K	403.54K	99	+0.46%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	44.8K	840.45K	2K	+4.67%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	42.23K	792.26K	3.44K	+8.87%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.1%	40.72K	763.81K	-4.74K	-10.42%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.01%	5.42K	98.88K	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.44%	177.43K	3.23M	380	+0.21%
Mar 31, 2024	HRT FINANCIAL LP	0.03%	11.82K	215K	11.82K	+100.00%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.03%	13.62K	248.35K	45	+0.33%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.03%	13.8K	251.64K	-3.21K	-18.87%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.04%	15.07K	275.24K	1.12K	+8.05%
Mar 31, 2024	CETERA ADVISORS LLC	0.04%	16.76K	305.49K	16.76K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.04%	17.81K	324.76K	-19.99K	-52.88%
Mar 31, 2024	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	21.12K	385.04K	55	+0.26%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.07%	28.89K	490.84K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	32.28K	588.42K	39	+0.12%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	37.18K	680K	7.15K	+23.80%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.09%	37.75K	688.18K	-238	-0.63%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.1%	38.36K	699.25K	-59.13K	-60.65%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	39.54K	720.81K	1.09K	+2.83%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	41.61K	758.59K	-8.26K	-16.56%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.11%	46.39K	845.77K	-1.99K	-4.12%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.12%	46.36K	845.13K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.12%	50.2K	915.09K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.12%	50.26K	916.24K	50.26K	+100.00%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.16%	64.68K	1.18M	-1.41K	-2.13%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	65.09K	1.19M	15.9K	+32.34%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	75.23K	1.37M	-1.13K	-1.48%
Mar 31, 2024	OXENFREE CAPITAL LLC	0.19%	75.65K	1.38M	-924	-1.21%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	452.02K	8.24M	5.16K	+1.15%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.74%	702.57K	12.81M	-77.76K	-9.97%
Mar 31, 2024	FORT PITT CAPITAL GROUP, LLC	2.18%	876.06K	15.97M	-36.04K	-3.95%
Mar 31, 2024	IEQ CAPITAL, LLC	0.03%	11K	200.53K	11K	+100.00%
Mar 31, 2024	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	11K	200.53K	0	0
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.03%	11.45K	208.81K	120	+1.06%
Mar 31, 2024	JANE STREET GROUP, LLC	0.07%	27.22K	496.13K	27.22K	+100.00%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.08%	30.58K	557.51K	-800	-2.55%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	32.9K	599.84K	2.82K	+9.38%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.2%	80.78K	1.45M	54.17K	+203.56%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	82.25K	1.5M	82.25K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.26%	105.62K	1.93M	9.77K	+10.19%
Mar 31, 2024	ROYAL BANK OF CANADA	0.3%	121.03K	2.21M	-112.04K	-48.07%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.4%	159.61K	2.91M	159.61K	+100.00%
Mar 31, 2024	ROMAN BUTLER FULLERTON & CO	0.44%	176.6K	3.15M	302	+0.17%
Mar 31, 2024	UBS GROUP AG	0.52%	211.56K	3.86M	5.94K	+2.89%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	0.56%	226.25K	4.12M	49.49K	+28.00%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.91%	367.54K	6.7M	-18.97K	-4.91%
Mar 31, 2024	INVESCO LTD.	0.94%	378.09K	6.89M	-86.21K	-18.57%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.94%	380.22K	6.93M	74.81K	+24.49%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.36%	547.39K	9.98M	30.78K	+5.96%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.38%	557.35K	10.16M	10.21K	+1.87%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.39%	562.94K	10.26M	-7.76K	-1.36%
Mar 31, 2024	MORGAN STANLEY	1.44%	580.23K	10.58M	35K	+6.42%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.62%	655.05K	11.94M	-34.17K	-4.96%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	4.86K	88.52K	-1.1K	-18.46%
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0.02%	7K	127.61K	7K	+100.00%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.01%	5.49K	100.06K	0	0
Mar 31, 2024	COLONIAL TRUST CO / SC	0.02%	7K	127.89K	0	0
Mar 31, 2024	CWM, LLC	0.02%	9.79K	178K	0	0
Mar 31, 2024	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.03%	10.27K	187.28K	0	0
Mar 31, 2024	JOURNEY STRATEGIC WEALTH LLC	0.03%	10.66K	194.35K	0	0
Mar 31, 2024	GUERRA PAN ADVISORS, LLC	0.07%	29.13K	531.02K	-1.67K	-5.43%
Mar 31, 2024	BRICK & KYLE, ASSOCIATES	0.08%	32.45K	595K	-1.34K	-3.96%
Dec 31, 2023	ROMAN BUTLER FULLERTON & CO	0.44%	176.3K	3M	-3.54K	-1.97%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.24%	97.48K	1.62M	97.48K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.24%	95.85K	1.59M	6.03K	+6.71%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.28%	516.61K	8.57M	7.48K	+1.47%
Dec 31, 2023		0.05%	21.07K	349.27K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	76.37K	1.27M	-7.14K	-8.55%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.16%	66.09K	1.1M	-14.46K	-17.95%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.12%	50.2K	832.27K	-3.19K	-5.97%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	49.87K	826.83K	49.87K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.12%	49.18K	815.43K	-6.82K	-12.18%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.12%	48.39K	802.25K	-4.86K	-9.12%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.11%	46.36K	768.63K	1.16K	+2.58%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	38.45K	637.5K	-1.6K	-4.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.09%	37.99K	629.83K	1.5K	+4.11%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.09%	37.81K	626.81K	-7.13K	-15.87%
Dec 31, 2023	BRICK & KYLE, ASSOCIATES	0.08%	33.79K	560K	134	+0.40%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.08%	32.24K	534.51K	4.91K	+17.96%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.08%	31.38K	520.31K	300	+0.97%
Dec 31, 2023	GUERRA PAN ADVISORS, LLC	0.08%	30.8K	510.68K	7.56K	+32.54%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	30.08K	498.74K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.07%	30.03K	497K	-837	-2.71%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.07%	28.89K	479K	0	0
Dec 31, 2023	MORGAN STANLEY	1.35%	545.23K	9.04M	-5.34K	-0.97%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.35%	547.14K	8.85M	8.6K	+1.60%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.07%	26.61K	473.79K	-54.26K	-67.09%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.06%	24.08K	399.27K	24.08K	+100.00%
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.06%	23.07K	382.47K	23.07K	+100.00%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.04%	17.01K	282.09K	-4.28K	-20.09%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.41%	570.7K	9.46M	176.21K	+44.67%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.11%	446.86K	7.41M	16.7K	+3.88%
Dec 31, 2023	MARINER, LLC	0.04%	15.42K	255.67K	5K	+47.98%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.03%	13.94K	231.18K	13.94K	+100.00%
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.03%	13.58K	225.13K	34	+0.25%
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.03%	12.5K	207.25K	0	0
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	12K	198.91K	-1.28K	-9.61%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.03%	11.33K	187.92K	134	+1.20%
Dec 31, 2023	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	11K	182.38K	0	0
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.71%	689.22K	11.43M	5.83K	+0.85%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.93%	780.33K	12.94M	-139.14K	-15.13%
Dec 31, 2023	JOURNEY STRATEGIC WEALTH LLC	0.03%	10.66K	176.76K	-939	-8.09%
Dec 31, 2023	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.03%	10.27K	170.33K	0	0
Dec 31, 2023	COLONIAL TRUST CO / SC	0.02%	7K	115.22K	0	0
Dec 31, 2023	CWM, LLC	0.02%	9.79K	162K	0	0
Dec 31, 2023	INVESCO LTD.	1.15%	464.3K	7.7M	53.3K	+12.97%
Dec 31, 2023	FORT PITT CAPITAL GROUP, LLC	2.26%	912.1K	15.12M	-17.13K	-1.84%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.96%	386.51K	6.41M	-8.78K	-2.22%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.76%	305.41K	5.06M	-14.52K	-4.54%
Dec 31, 2023	ROYAL BANK OF CANADA	0.58%	233.06K	3.86M	-7.24K	-3.01%
Dec 31, 2023	UBS GROUP AG	0.51%	205.62K	3.41M	519	+0.25%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.44%	177.05K	2.94M	6.98K	+4.10%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	0.44%	176.76K	2.93M	151.87K	+610.22%

Insiders

Among the EOI insiders holding of N/A of the stake in company, GAFFNEY CHARLES, Portfolio Manager, holds the largest shares of 25K. RICHARDSON DUNCAN W, Vice President, is the second largest EOI insider with ownership of 15.5K shares. NELSON GEORGE R., Portfolio Manager, stands third with possession of 5K shares of that stake.

Insiders	Designation	Shares Held
GAFFNEY CHARLES	Portfolio Manager	25K
RICHARDSON DUNCAN W	Vice President	15.5K
NELSON GEORGE R.	Portfolio Manager	5K
QUINTON KEITH		3.6K
ROW WALTER A III	Vice President	900
EGALKA RONALD M		500

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 13, 2026	GAFFNEY CHARLES	PURCHASE	20.11	25K	502.71K	25K
Nov 24, 2021	NELSON GEORGE R.	PURCHASE	20.00	5K	100K	5K
Jan 27, 2021	QUINTON KEITH	PURCHASE	16.12	3.6K	58.04K	3.6K
Apr 26, 2011	RICHARDSON DUNCAN W	PURCHASE	12.20	5K	61K	15.5K
Oct 27, 2008	RICHARDSON DUNCAN W	PURCHASE	11.00	500	5.5K	10K
Sep 29, 2008	RICHARDSON DUNCAN W	PURCHASE	13.45	500	6.73K	9.5K
Jul 15, 2008	RICHARDSON DUNCAN W	PURCHASE	14.87	1K	14.87K	9K
Dec 20, 2007	RICHARDSON DUNCAN W	PURCHASE	17.80	1K	17.8K	8K
Nov 21, 2007	RICHARDSON DUNCAN W	PURCHASE	17.13	1K	17.13K	7K
Nov 12, 2007	RICHARDSON DUNCAN W	PURCHASE	17.85	1K	17.85K	6K
Aug 20, 2007	RICHARDSON DUNCAN W	PURCHASE	18.68	1K	18.68K	5K
Jul 27, 2007	RICHARDSON DUNCAN W	PURCHASE	18.90	1K	18.9K	4K
Jan 18, 2006	EGALKA RONALD M	PURCHASE	19.47	500	9.74K	500
Dec 12, 2005	EGALKA RONALD M	PURCHASE	19.44	300	5.83K	300
Nov 22, 2005	RICHARDSON DUNCAN W	PURCHASE	19.55	2K	39.1K	3K
Feb 22, 2005	ROW WALTER A III	PURCHASE	20.18	900	18.16K	900
Dec 23, 2004	RICHARDSON DUNCAN W	PURCHASE	20.02	1K	20.02K	1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE25K1

SALES00

NET SHARES25K1

SHARES HELD25K1

% NET SHARES0%0%

Frequently Asked Questions