How many institutions own EVN 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 EVN shares is 97, representing 21.17% of the company's common stock.

Who are the major shareholders selling Eaton Vance Municipal Income Trust stock?

ROYAL BANK OF CANADA, in the last quarter, reduced its stake in EVN by -3.1% restricting it's holding to 83.01 thousand shares of worth nearly $864.00K. KESTRA ADVISORY SERVICES, LLC also lessened -6.71% of the EVN shares from its portfolio, reducing its holding to 13.91 thousand shares of worth $144.76K. MARINER, LLC also shunned EVN shares holding by -1.19% last quarter which brought its holding to 13.08 thousand shares worth $136.11K.

Investors who are buying EVN stock?

As per its latest 13F filing, XTX TOPCO LTD increased its stake in EVN by 100% in the last quarter. The institutional holder raised its holding to 14.35 thousand shares having worth more than $149.34K. CETERA INVESTMENT ADVISERS also added 0.83% more shares of EVN to its portfolio, raising its holding to 164.28 thousand shares of worth $1.71M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also increased its EVN shares holding by 28.19% which brought its holding to 129.61 thousand shares worth $1.35M.

EVN's major insiders: who are they?

The insider with the most stakes in EVN is FETTER THOMAS J , President at the company. Additionally, EVN stock is highly held by RICHARDSON DUNCAN W and SCHER LILLY P among others.

Did an insider recently sell EVN stock?

Company executives, directors, and other insiders own N/A percent of Eaton Vance Municipal Income Trust's stock. Within the last six months, there have been 0 transaction(s) in which EVN insiders have sold stock, totaling 0 shares. Insiders that have sold shares include FROST CYNTHIA and METZOLD THOMAS M.

Which insider recently purchased EVN stock?

There have been 0 transaction(s) during the past 6-months in which Eaton Vance Municipal Income Trust insiders have bought stock, totalling 0 shares

How much of EVN does insiders own?

Around 0 Eaton Vance Municipal Income Trust shares are held by insiders, which represents about N/A of EVN stock.

Who is the insider with the largest stake?

EVN President, FETTER THOMAS J holds the largest portfolio of the company's shares. EVN shares owned by FETTER total nearly 17.02 thousand.

Which institution holds the most shares in EVN?

CONCURRENT INVESTMENT ADVISORS, LLC is the largest institutional owner in EVN which holds 15.67 thousand shares worth $163.08K or 0.04% of the total EVN shares outstanding followed by XTX TOPCO LTD with ownership of 14.35 thousand shares representing 0.04% of the EVN ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 164.28 thousand shares or 0.41% of the ownership worth more than $1.71M.

Is Eaton Vance Municipal Income Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the EVN is concerned, it is a stock which is not optionable.

Is there a short position on EVN's shares?

Number of EVN 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 EVN shares are there?

As of today, null shares of EVN are outstanding.

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

EVN 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 EVN is null.

Eaton Vance Municipal Income Trust (EVN) 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

21.17% Percentage of Shares held by All Institutions

21.17% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 21.17% of EVN shares are held by financial institutions. CONCURRENT INVESTMENT ADVISORS, LLC is the top corporate investor, holding 15.67K shares valued at $163.08K. A 0.04% stake in Eaton Vance Municipal Income Trust is owned by the company. XTX TOPCO LTD owns 14.35K shares valued at $149.34K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	15.67K	163.08K	0	0
Mar 31, 2026	XTX TOPCO LTD	0.04%	14.35K	149.34K	14.35K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.41%	164.28K	1.71M	1.35K	+0.83%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	129.61K	1.35M	28.5K	+28.19%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.24%	94.08K	979.38K	1.3K	+1.40%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	91.34K	950.87K	3.92K	+4.49%
Mar 31, 2026	LPL FINANCIAL LLC	0.54%	214.3K	2.23M	10.55K	+5.18%
Mar 31, 2026	WELCH & FORBES LLC	0.52%	205.78K	2.14M	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.21%	83.01K	864K	-2.65K	-3.10%
Mar 31, 2026	PROVISE MANAGEMENT GROUP, LLC	0.26%	105.32K	1.1M	4K	+3.95%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.03%	13.91K	144.76K	-1K	-6.71%
Mar 31, 2026	COMPASS FINANCIAL GROUP, INC/SD	0.03%	13.63K	141.89K	0	0
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.03%	13.48K	145.06K	0	0
Mar 31, 2026	BAR HARBOR WEALTH MANAGEMENT	0.03%	13.41K	139.63K	0	0
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.03%	13.09K	136.25K	13.09K	+100.00%
Mar 31, 2026	MARINER, LLC	0.03%	13.08K	136.11K	-158	-1.19%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.17%	69.3K	721.39K	7.87K	+12.81%
Mar 31, 2026	MORGAN STANLEY	2.81%	1.12M	11.66M	-42.46K	-3.65%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	2.36%	940.89K	9.79M	-7.36K	-0.78%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.11%	841.48K	8.76M	-732	-0.09%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.05%	816.17K	8.5M	-141.82K	-14.80%
Mar 31, 2026		0.08%	32.87K	342.22K	-5K	-13.20%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	23.85K	248.32K	217	+0.92%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	15.81K	164.56K	0	0
Mar 31, 2026	180 WEALTH ADVISORS, LLC	0.04%	15.57K	162.05K	-177	-1.12%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	52.63K	547.92K	578	+1.11%
Mar 31, 2026	UBS GROUP AG	1.01%	404.3K	4.21M	4.54K	+1.14%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	1%	398.05K	4.14M	-887	-0.22%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.86%	343.2K	3.57M	4.17K	+1.23%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.81%	322.88K	3.36M	-13.63K	-4.05%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.62%	247.17K	2.57M	8.36K	+3.50%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.11%	44.02K	458.24K	-108.27K	-71.09%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	74.26K	773.02K	-11.75K	-13.66%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.04%	14.86K	154.7K	0	0
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.04%	14.47K	155.67K	206	+1.44%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.57%	228.7K	2.38M	53.13K	+30.26%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.04%	17.05K	177.51K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	67.4K	701.58K	3.57K	+5.60%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	13.01K	135.43K	11.91K	+1,082.73%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.03%	12.43K	129.43K	0	0
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	0.03%	10.77K	112.13K	0	0
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.09%	36.77K	382.74K	36.77K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.09%	35.43K	368.82K	0	0
Mar 31, 2026	FIERA CAPITAL CORP	0.2%	80.92K	842.34K	80.92K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.19%	75.03K	781.05K	-14.71K	-16.40%
Mar 31, 2026	STONEX GROUP INC.	0.08%	32.43K	337.6K	5.25K	+19.32%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	36.76K	382.7K	184	+0.50%
Mar 31, 2026	INVESCO LTD.	0.1%	41.48K	431.76K	-49.16K	-54.24%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.11%	43.61K	454.02K	0	0
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.12%	48.72K	507.15K	4.26K	+9.58%
Mar 31, 2026	INTRACK INVESTMENT MANAGEMENT INC	0.15%	59.39K	618.25K	-5.6K	-8.62%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.09%	35.35K	367.99K	8K	+29.25%
Mar 31, 2026	GRIDIRON PARTNERS, LLC	0.08%	33.14K	344.94K	-5.06K	-13.25%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.07%	29.25K	304.51K	0	0
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.06%	24.25K	252.45K	-9.5K	-28.15%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.05%	21.49K	223.75K	21.49K	+100.00%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	20.54K	217.12K	126	+0.62%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	19K	197.79K	4K	+26.67%
Mar 31, 2026	ONE8ZERO8, LLC	0.05%	18K	187.38K	0	0
Mar 31, 2026	TWELVE POINTS WEALTH MANAGEMENT LLC	0.04%	15.91K	165.58K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.04%	15.74K	163.9K	15.32K	+3,639.67%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.03%	10.77K	115.9K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	14.91K	160.39K	186	+1.26%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.04%	15K	161.4K	1.5K	+11.11%
Dec 31, 2025	BAR HARBOR WEALTH MANAGEMENT	0.03%	13.41K	144.32K	0	0
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.03%	13.48K	145.06K	-516	-3.69%
Dec 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.03%	13.63K	146.66K	0	0
Dec 31, 2025	GRIMES & COMPANY, INC.	0.03%	13.68K	147.2K	13.68K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	86.01K	925.51K	-7.18K	-7.70%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.23%	89.74K	965.62K	1.98K	+2.25%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.04%	14.26K	153.45K	199	+1.42%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	101.11K	1.09M	-581	-0.57%
Dec 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.25%	101.32K	1.09M	3.37K	+3.44%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.38%	152.29K	1.64M	-50.64K	-24.96%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.41%	162.93K	1.75M	-119	-0.07%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.44%	175.57K	1.89M	27.04K	+18.21%
Dec 31, 2025	LPL FINANCIAL LLC	0.51%	203.74K	2.19M	38.71K	+23.46%
Dec 31, 2025	WELCH & FORBES LLC	0.52%	205.78K	2.21M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.84%	336.5K	3.62M	-4.45K	-1.30%
Dec 31, 2025	GLEN EAGLE ADVISORS, LLC	0.03%	10.36K	111.45K	10.36K	+100.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.03%	12.43K	133.78K	0	0
Dec 31, 2025	SHUFRO ROSE & CO LLC	0.03%	12.5K	134.5K	12.5K	+100.00%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	1%	398.93K	4.29M	-14.08K	-3.41%
Dec 31, 2025	UBS GROUP AG	1%	399.76K	4.3M	1.74K	+0.44%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	15.67K	168.57K	0	0
Dec 31, 2025	180 WEALTH ADVISORS, LLC	0.04%	15.74K	169.39K	-2.87K	-15.43%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	15.81K	170.09K	0	0
Dec 31, 2025	ONE8ZERO8, LLC	0.05%	18K	193.68K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	23.64K	254.33K	-8.79K	-27.11%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.07%	29.25K	314.75K	-1.91K	-6.11%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.08%	33.75K	363.16K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.09%	35.43K	381.22K	35.43K	+100.00%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	36.58K	393.59K	2.2K	+6.39%
Dec 31, 2025		0.07%	28.29K	304.36K	1.13K	+4.16%
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.1%	38.2K	410.98K	-886.14K	-95.87%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	43.61K	469.29K	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.11%	44.46K	478.38K	243	+0.55%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	52.06K	560.12K	-15.46K	-22.90%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.15%	61K	656.36K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	61.43K	661K	-8.21K	-11.78%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	63.82K	686.71K	2.32K	+3.78%
Dec 31, 2025	ROYAL BANK OF CANADA	0.21%	85.66K	922K	183	+0.21%
Dec 31, 2025	MARINER, LLC	0.03%	13.23K	142.39K	-274	-2.03%
Dec 31, 2025	INTRACK INVESTMENT MANAGEMENT INC	0.16%	64.99K	699.3K	29.99K	+85.68%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	87.42K	940.63K	363	+0.42%
Dec 31, 2025	INVESCO LTD.	0.23%	90.64K	975.28K	-47.46K	-34.36%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.23%	92.78K	998.31K	-827	-0.88%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.4%	957.99K	10.31M	143.9K	+17.68%
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	12.63K	135.86M	-2.33K	-15.60%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.6%	238.81K	2.57M	-1.8K	-0.75%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.85%	339.03K	3.65M	7.98K	+2.41%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.11%	842.21K	9.06M	18.93K	+2.30%
Dec 31, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.04%	15.91K	175.28K	0	0
Dec 31, 2025	D.A. DAVIDSON & CO.	0.04%	17.05K	183.48K	-500	-2.85%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	20.42K	219.05K	137	+0.68%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.04%	14.86K	159.9K	0	0
Dec 31, 2025	STONEX GROUP INC.	0.07%	27.18K	292.46K	7.01K	+34.75%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	27.35K	294.29K	3.6K	+15.16%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	10.25K	110.29K	0	0
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.38%	948.25K	10.2M	140.79K	+17.44%
Dec 31, 2025	MORGAN STANLEY	2.92%	1.16M	12.51M	3.18K	+0.27%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.04%	807.46K	8.94M	468.22K	+138.02%
Sep 30, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.04%	15.91K	176.08K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.04%	14.96K	165.6K	14.96K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.08%	31.16K	344.91K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.22%	87.77K	971.57K	9.98K	+12.83%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	93.19K	1.03M	-4.35K	-4.46%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.24%	93.61K	1.04M	3.83K	+4.26%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	14.72K	162.95K	-2.59K	-14.95%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	34.38K	380.62K	34.38K	+100.00%
Sep 30, 2025	INTRACK INVESTMENT MANAGEMENT INC	0.09%	35K	387.46K	-35.36K	-50.25%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	43.61K	482.81K	-22K	-33.53%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.15%	61K	675.27K	0	0
Sep 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.25%	97.95K	1.08M	1.35K	+1.40%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	101.69K	1.13M	19.68K	+23.99%
Sep 30, 2025	FIFTH THIRD BANCORP	0.01%	3.35K	37.05K	0	0
Sep 30, 2025	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.01%	4K	44.28K	0	0
Sep 30, 2025	ARCADIA INVESTMENT MANAGEMENT CORP/MI	0.02%	8.23K	91.11K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	9.95K	110.09K	-2.67K	-21.15%
Sep 30, 2025	OBJECTIVE CAPITAL MANAGEMENT, LLC	0.03%	10K	110.7K	10K	+100.00%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	10.25K	113.47K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	10.29K	113.9K	52	+0.51%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0.03%	10.77K	119.24K	0	0
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.03%	12.43K	137.63K	12.43K	+100.00%
Sep 30, 2025	BAR HARBOR WEALTH MANAGEMENT	0.03%	13.41K	148.48K	0	0
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.03%	13.5K	149.45K	13.5K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	87.06K	963.71K	-1.12K	-1.27%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.61%	240.61K	2.66M	4.02K	+1.70%
Sep 30, 2025	WELCH & FORBES LLC	0.52%	205.78K	2.28M	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.51%	202.93K	2.25M	-112.35K	-35.63%
Sep 30, 2025	LPL FINANCIAL LLC	0.42%	165.03K	1.83M	-17.72K	-9.69%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	20.28K	223.06K	283	+1.42%
Sep 30, 2025	STONEX GROUP INC.	0.05%	20.17K	223.28K	2.57K	+14.60%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	0.05%	18.62K	206.07K	-250	-1.33%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.41%	163.05K	1.8M	13.59K	+9.09%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	1.04%	413.02K	4.57M	52	+0.01%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.37%	148.53K	1.64M	-19.75K	-11.73%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	32.43K	358.97K	-50.09K	-60.70%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	15.81K	175K	-784	-4.73%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	15.67K	173.42K	0	0
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.39%	155.13K	1.72M	3.74K	+2.47%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.17%	67.52K	747.43K	-8.16K	-10.79%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	61.5K	681K	-12.48K	-16.87%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.04%	14.86K	164.51K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.22%	85.48K	946K	1.32K	+1.57%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.09%	33.75K	373.62K	18.09K	+115.51%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.04%	14.06K	155.67K	201	+1.45%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.11%	44.22K	489.47K	-75	-0.17%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	2.33%	924.33K	422.82K	886.14K	+2,320.03%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.05%	814.09K	9.01M	-21.14K	-2.53%
Sep 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.03%	13.63K	150.88K	0	0
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.04%	14K	154.95K	3.79K	+37.12%
Sep 30, 2025	INVESCO LTD.	0.35%	138.09K	1.53M	-26.85K	-16.28%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.08%	823.28K	9.11M	25.68K	+3.22%
Sep 30, 2025	MORGAN STANLEY	2.92%	1.16M	12.84M	20.59K	+1.81%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.04%	17.55K	194.3K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	69.64K	770.88K	20.18K	+40.81%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.83%	331.05K	3.66M	-11.82K	-3.45%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.86%	340.95K	3.77M	-46.02K	-11.89%
Sep 30, 2025	UBS GROUP AG	1%	398.02K	4.41M	-3.78K	-0.94%
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.04%	17.68K	195.66K	252	+1.45%
Sep 30, 2025	ONE8ZERO8, LLC	0.05%	18K	199.26K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	23.75K	262.91K	1.8K	+8.20%
Sep 30, 2025		0.07%	27.16K	300.62K	27.16K	+100.00%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.07%	27.41K	303.48K	391	+1.45%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.01%	2.7K	28.54K	2.7K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	97.53K	997.83K	-62.24K	-38.96%
Jun 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.24%	96.6K	988.2K	-2.03K	-2.05%
Jun 30, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.04%	15.91K	162.72K	0	0
Jun 30, 2025	MORGAN STANLEY	2.87%	1.14M	11.65M	125.9K	+12.43%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.42%	168.28K	1.72M	-21.59K	-11.37%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.38%	149.46K	1.53M	-492	-0.33%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	88.17K	902.02K	1.69K	+1.95%
Jun 30, 2025	ROYAL BANK OF CANADA	0.21%	84.16K	861K	-9.51K	-10.16%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	82.52K	844.14K	-75	-0.09%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	82.01K	839K	6.36K	+8.41%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.2%	77.79K	795.78K	-2.41K	-3.01%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	73.97K	757K	-67	-0.09%
Jun 30, 2025	INTRACK INVESTMENT MANAGEMENT INC	0.18%	70.36K	719.74K	-33.3K	-32.12%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	65.62K	671.24K	19.88K	+43.47%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	49.45K	505.91K	-553	-1.11%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.1%	38.2K	390.74K	0	0
Jun 30, 2025	TRUIST FINANCIAL CORP	0.08%	31.16K	318.74K	0	0
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.03%	13.86K	141.8K	209	+1.53%
Jun 30, 2025	LEIGH BALDWIN & CO., LLC	0.07%	27.02K	276.44K	408	+1.53%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.06%	25.08K	256.53K	2.77K	+12.40%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.03%	13.63K	139.44K	0	0
Jun 30, 2025	BAR HARBOR WEALTH MANAGEMENT	0.03%	13.41K	137.22K	0	0
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.03%	11.03K	113K	0	0
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.03%	10.77K	110.19K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	10.7K	109K	656	+6.53%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	10.25K	104.86K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	10.24K	104.72K	10.24K	+100.00%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.03%	10.21K	104.43K	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.03%	10.08K	103K	-923	-8.39%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.03%	10.01K	102.44K	0	0
Jun 30, 2025	ABEL HALL, LLC	0.03%	10K	102.3K	10K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	21.95K	224.55K	-4.23K	-16.17%
Jun 30, 2025	ARCADIA INVESTMENT MANAGEMENT CORP/MI	0.02%	8.23K	84.19K	0	0
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	20K	209.55K	296	+1.50%
Jun 30, 2025	180 WEALTH ADVISORS, LLC	0.05%	18.87K	192.99K	0	0
Jun 30, 2025	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.01%	4K	40.92K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	2.5K	25.58K	0	0
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.05%	18.56K	189.83K	1.24K	+7.13%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.04%	17.55K	179.55K	0	0
Jun 30, 2025	LEXAURUM ADVISORS, LLC	0.04%	17.42K	178.23K	262	+1.53%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	17.31K	177.05K	824	+5.00%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	16.59K	169.74K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	15.67K	160.26K	0	0
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.04%	14.86K	152.03K	-1.83K	-10.97%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.19%	75.68K	774.23K	-4.57K	-5.70%
Jun 30, 2025		0.05%	18K	184.14K	0	0
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.04%	15.66K	160.21K	15.66K	+100.00%
Jun 30, 2025	STONEX GROUP INC.	0.04%	17.6K	180.05K	17.6K	+100.00%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.11%	835.24K	8.54M	-12.43K	-1.47%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.01%	797.6K	8.16M	85.74K	+12.04%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	1.04%	412.97K	4.22M	-922	-0.22%
Jun 30, 2025	UBS GROUP AG	1.01%	401.8K	4.11M	-17.71K	-4.22%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.98%	386.97K	3.96M	25.53K	+7.06%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.86%	342.87K	3.51M	42.33K	+14.09%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.86%	339.23K	3.47M	167.88K	+97.98%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.79%	315.28K	3.23M	-705	-0.22%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.6%	236.59K	2.42M	1.85K	+0.79%
Jun 30, 2025	INVESCO LTD.	0.42%	164.94K	1.69M	-2.66K	-1.59%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.38%	151.38K	1.55M	5.52K	+3.78%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	126.6K	1.3M	15.25K	+13.70%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.29%	113.48K	1.16M	13.27K	+13.24%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.23%	89.78K	918.45K	89.65K	+70,592.91%
Jun 30, 2025	ONE8ZERO8, LLC	0.05%	18K	184.14K	0	0
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.15%	61K	624.03K	-147.1K	-70.69%
Jun 30, 2025	WELCH & FORBES LLC	0.52%	205.78K	2.11M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.46%	182.75K	1.87M	-9.3K	-4.84%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.2%	80.2K	822.86K	15.82K	+24.57%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.2%	80.26K	823.43K	-3.49K	-4.17%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	82.59K	847.39K	-4.79K	-5.48%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	86.49K	887.36K	-524	-0.60%
Mar 31, 2025	ROYAL BANK OF CANADA	0.24%	93.67K	961K	4.58K	+5.14%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.43%	171.35K	1.76M	171.35K	+100.00%
Mar 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.25%	98.62K	1.01M	1K	+1.02%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.25%	100.21K	1.03M	-144	-0.14%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.37%	145.87K	1.5M	5.92K	+4.23%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.38%	149.95K	1.54M	1.02K	+0.68%
Mar 31, 2025	LPL FINANCIAL LLC	0.48%	192.05K	1.97M	40.17K	+26.45%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.59%	234.74K	2.41M	-808	-0.34%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.76%	300.54K	3.08M	46.47K	+18.29%
Mar 31, 2025	MORGAN STANLEY	2.55%	1.01M	10.4M	137.18K	+15.66%
Mar 31, 2025	INTRACK INVESTMENT MANAGEMENT INC	0.26%	103.65K	1.06M	-22.01K	-17.51%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.03%	13.65K	140.07K	197	+1.46%
Mar 31, 2025	LEXAURUM ADVISORS, LLC	0.04%	17.16K	176.07K	249	+1.47%
Mar 31, 2025	CAMELOT PORTFOLIOS, LLC	0.04%	17.32K	177.71K	-792	-4.37%
Mar 31, 2025		0.05%	18K	184.68K	0	0
Mar 31, 2025	180 WEALTH ADVISORS, LLC	0.05%	18.87K	193.55K	0	0
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	19.7K	204.08K	386	+2.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	15.67K	160.73K	375	+2.45%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	16.48K	169.12K	114	+0.70%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	16.59K	170.23K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	159.78K	1.64M	50.32K	+45.97%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.04%	16.69K	168.77K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	74.04K	760K	-14.22K	-16.11%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	75.65K	776K	-1.26K	-1.64%
Mar 31, 2025	INVESCO LTD.	0.42%	167.6K	1.72M	42.72K	+34.21%
Mar 31, 2025	WELCH & FORBES LLC	0.52%	205.78K	2.11M	0	0
Mar 31, 2025	UBS GROUP AG	1.06%	419.51K	4.3M	-42.54K	-9.21%
Mar 31, 2025	MARINER, LLC	0.06%	23.23K	238.38K	23.23K	+100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	45.73K	469.23K	19.91K	+77.13%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	111.35K	1.14M	2.73K	+2.51%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.8%	315.99K	3.24M	-11.93K	-3.64%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.91%	361.45K	3.71M	9.95K	+2.83%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	1.04%	413.89K	4.25M	50	+0.01%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.79%	711.86K	7.3M	37.54K	+5.57%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.04%	17.55K	180.08K	0	0
Mar 31, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.04%	15.91K	163.2K	0	0
Mar 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.06%	22.31K	228.9K	3.33K	+17.51%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.48%	189.87K	1.95M	-107.1K	-36.06%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	26.18K	268.64K	2.04K	+8.43%
Mar 31, 2025	LEIGH BALDWIN & CO., LLC	0.07%	26.62K	273.07K	388	+1.48%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.1%	38.2K	391.88K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.08%	31.16K	319.67K	-4.32K	-12.19%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.52%	208.1K	2.14M	3K	+1.46%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.14%	847.66K	8.7M	-2.55K	-0.30%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	50.01K	513.06K	5.71K	+12.89%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	1.47%	584.2K	5.77M	1.2K	+0.21%
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.03%	13.25K	135.76K	0	0
Mar 31, 2024	BAR HARBOR WEALTH MANAGEMENT	0.03%	13.41K	137.48K	0	0
Mar 31, 2024	ETHOS FINANCIAL GROUP, LLC	0.04%	16.69K	171K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	17.4K	178.38K	-1.07K	-5.80%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.04%	17.63K	180.73K	730	+4.32%
Mar 31, 2024	CETERA ADVISORS LLC	0.05%	18.89K	193.67K	7.53K	+66.23%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.1%	39.84K	408.31K	-44.26K	-52.63%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	43.56K	446.53K	-41.88K	-49.01%
Mar 31, 2024	ALPINE GLOBAL MANAGEMENT, LLC	0.13%	50K	512.5K	0	0
Mar 31, 2024	INTRACK INVESTMENT MANAGEMENT INC	0.13%	53.3K	546.34K	-4.7K	-8.10%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.17%	68.72K	704.38K	3.16K	+4.82%
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	0.17%	69.03K	707.59K	-2.52K	-3.52%
Mar 31, 2024	LPL FINANCIAL LLC	0.38%	152.11K	1.56M	-12.08K	-7.35%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.39%	153.54K	1.57M	-188.82K	-55.15%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.5%	199.75K	2.05M	-140.06K	-41.22%
Mar 31, 2024	WELCH & FORBES LLC	0.52%	205.78K	2.11M	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.58%	228.68K	2.34M	1.54K	+0.68%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.64%	255.17K	2.62M	17.7K	+7.45%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.69%	274.6K	2.81M	29.98K	+12.26%
Mar 31, 2024	AQR ARBITRAGE LLC	0.71%	282.01K	2.89M	-50.23K	-15.12%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.76%	302.01K	3.1M	-77.31K	-20.38%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.77%	305.46K	3.13M	6.33K	+2.11%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.93%	367.45K	3.77M	-24.42K	-6.23%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.06%	421.01K	4.32M	118.52K	+39.18%
Mar 31, 2024	MORGAN STANLEY	1.58%	628.61K	6.44M	50.73K	+8.78%
Mar 31, 2024	180 WEALTH ADVISORS, LLC	0.05%	19.03K	195.09K	-319	-1.65%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	19.28K	191.05K	261	+1.37%
Mar 31, 2024	CAMELOT PORTFOLIOS, LLC	0.05%	20.08K	205.82K	-12.76K	-38.85%
Mar 31, 2024	NOMURA HOLDINGS INC	0.05%	20.21K	207.15K	-557	-2.68%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.05%	20.47K	209.84K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.06%	22.9K	234.69K	5.26K	+29.83%
Mar 31, 2024	COHEN & STEERS, INC.	0.06%	25K	256K	25K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	25.28K	259K	-1.13K	-4.29%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	30.77K	315.43K	0	0
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.19%	74.31K	761.65K	-36.14K	-32.72%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	83.43K	855K	83.43K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	88.08K	902.8K	-6.81K	-7.18%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	90K	922.54K	-6.92K	-7.14%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.25%	99.37K	1.02M	-260	-0.26%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.26%	102.16K	1.05M	13.06K	+14.65%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.27%	105.42K	1.08M	87.1K	+475.42%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.28%	112.18K	1.15M	499	+0.45%
Mar 31, 2024	ROYAL BANK OF CANADA	0.29%	115.63K	1.19M	2.54K	+2.25%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.3%	118.61K	1.21M	55.72K	+88.61%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.3%	120.67K	1.24M	-56.25K	-31.80%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.32%	127.77K	1.31M	4.64K	+3.77%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.35%	140.54K	1.44M	581	+0.42%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.95%	376.44K	3.86M	17.66K	+4.92%
Mar 31, 2024	UBS GROUP AG	1.05%	416.8K	4.27M	36.09K	+9.48%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	1.06%	420.91K	4.31M	-10.82K	-2.51%
Mar 31, 2024	COMPASS FINANCIAL GROUP, INC/SD	0.03%	13.63K	139.71K	0	0
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.03%	13.68K	140.19K	-2.13K	-13.50%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.04%	14.54K	149K	-292	-1.97%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	15.29K	156.73K	-2.55K	-14.28%
Mar 31, 2024	TWELVE POINTS WEALTH MANAGEMENT LLC	0.04%	15.91K	163.04K	0	0
Mar 31, 2024	LEXAURUM ADVISORS, LLC	0.04%	16.21K	166.14K	219	+1.37%
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.04%	16.54K	169.51K	258	+1.58%
Mar 31, 2024	COZAD ASSET MANAGEMENT INC	0.04%	16.58K	169.99K	0	0
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	16.59K	170.07M	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.9%	752.35K	7.71M	86.56K	+13.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.38%	139.95K	1.37M	1.99K	+1.44%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.05%	17.64K	173.17K	165	+0.94%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.48%	176.92K	1.74M	-56.96K	-24.35%
Dec 31, 2023	WELCH & FORBES LLC	0.55%	205.78K	2.02M	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.61%	227.13K	2.23M	16.2K	+7.68%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.64%	237.48K	2.33M	91.42K	+62.60%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.66%	244.62K	2.4M	6.14K	+2.58%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.81%	299.13K	2.94M	38.47K	+14.76%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.82%	302.49K	2.97M	39.61K	+15.07%
Dec 31, 2023	AQR ARBITRAGE LLC	0.9%	332.24K	3.26M	29.73K	+9.83%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.92%	339.82K	3.34M	-2.08K	-0.61%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.92%	342.36K	3.36M	208.47K	+155.70%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.97%	358.78K	3.52M	-95.8K	-21.07%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	1.02%	379.31K	3.72M	-135.47K	-26.32%
Dec 31, 2023	UBS GROUP AG	1.03%	380.71K	3.74M	105.43K	+38.30%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.06%	391.87K	3.85M	-35.95K	-8.40%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	1.16%	431.73K	4.19M	976	+0.23%
Dec 31, 2023	MORGAN STANLEY	1.56%	577.88K	5.67M	51.52K	+9.79%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	1.57%	583K	5.73M	67.47K	+13.09%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.8%	665.79K	6.54M	12.25K	+1.87%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.05%	18.32K	179.87K	-8.27K	-31.10%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.05%	18.32K	179.92K	-2.7K	-12.83%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.05%	18.47K	181.41K	1K	+5.72%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	19.02K	188.85K	234	+1.25%
Dec 31, 2023	180 WEALTH ADVISORS, LLC	0.05%	19.35K	191K	0	0
Dec 31, 2023	D.A. DAVIDSON & CO.	0.06%	20.47K	201.04K	0	0
Dec 31, 2023	NOMURA HOLDINGS INC	0.06%	20.77K	203.93K	20.77K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.06%	22.86K	224.51K	-22.37K	-49.46%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	26.41K	259K	363	+1.39%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	30.77K	302.2K	-2.49K	-7.48%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.09%	32.84K	322.47K	10.63K	+47.84%
Dec 31, 2023	ACKERMAN CAPITAL ADVISORS, LLC	0.09%	34.4K	337.78K	34.4K	+100.00%
Dec 31, 2023	MARINER INVESTMENT GROUP LLC	0.11%	42.37K	416.11K	42.37K	+100.00%
Dec 31, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.13%	50K	491K	50K	+100.00%
Dec 31, 2023	INTRACK INVESTMENT MANAGEMENT INC	0.16%	58K	569.53K	58K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.17%	62.89K	617.59K	-2.01K	-3.10%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.17%	64.6K	6.58M	64.6K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.18%	65.56K	643.77K	9.21K	+16.34%
Dec 31, 2023	PROVISE MANAGEMENT GROUP, LLC	0.19%	71.55K	702.61K	-21.66K	-23.24%
Dec 31, 2023		0.05%	17.84K	175.18K	17.84K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.44%	164.19K	1.61M	40.99K	+33.27%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.23%	85.44K	839.06K	66.84K	+359.20%
Dec 31, 2023	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.24%	89.1K	875K	-21.13K	-19.17%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	94.89K	931.82K	94.89K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	96.93K	951.81K	-86	-0.09%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.27%	99.63K	978K	6.46K	+6.93%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.3%	110.45K	1.08M	-2.25K	-2.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.3%	111.68K	1.1M	-3.62K	-3.14%
Dec 31, 2023	ROYAL BANK OF CANADA	0.3%	113.09K	1.11M	-3.22K	-2.76%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.33%	123.13K	1.21M	3.1K	+2.58%

Insiders

Among the EVN insiders holding of N/A of the stake in company, FETTER THOMAS J, President, holds the largest shares of 17.02K. RICHARDSON DUNCAN W, , is the second largest EVN insider with ownership of 11K shares. SCHER LILLY P, , stands third with possession of 300 shares of that stake.

Insiders	Designation	Shares Held
FETTER THOMAS J	President	17.02K
RICHARDSON DUNCAN W		11K
SCHER LILLY P		300
METZOLD THOMAS M	Vice President	0
FROST CYNTHIA	Trustee	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 05, 2025	FROST CYNTHIA	SALE	10.65	13.22K	140.77K	0
Mar 17, 2023	FROST CYNTHIA	PURCHASE	9.98	15K	149.7K	15K
Nov 21, 2007	RICHARDSON DUNCAN W	PURCHASE	13.10	1K	13.1K	11K
Jul 09, 2004	METZOLD THOMAS M	SALE	15.15	2.12K	32.08K	0
Jul 08, 2004	METZOLD THOMAS M	SALE	15.15	9.5K	143.93K	20.12K
Aug 06, 2003	METZOLD THOMAS M	PURCHASE	14.09	900	12.68K	29.62K
Aug 05, 2003	METZOLD THOMAS M	PURCHASE	13.97	4K	55.88K	28.22K
Aug 04, 2003	FETTER THOMAS J	PURCHASE	13.85	3K	41.55K	17.02K
Jun 25, 2003	SCHER LILLY P	PURCHASE	15.13	300	4.54K	300

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