How many institutions own MIN 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 MIN shares is 90, representing 55.8% of the company's common stock.

Who are the major shareholders selling MFS Intermediate Income Trust stock?

KINGSVIEW WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in MIN by -5.45% restricting it's holding to 234.78 thousand shares of worth nearly $589.30K. NEWEDGE ADVISORS, LLC also lessened -33.33% of the MIN shares from its portfolio, reducing its holding to 39.4 thousand shares of worth $98.89K. OPPENHEIMER & CO INC also shunned MIN shares holding by -14.29% last quarter which brought its holding to 60 thousand shares worth $150.60K.

Investors who are buying MIN stock?

As per its latest 13F filing, 1607 CAPITAL PARTNERS, LLC increased its stake in MIN by 1.87% in the last quarter. The institutional holder raised its holding to 6.33 million shares having worth more than $15.90M. ATOMI FINANCIAL GROUP, INC. also added 49.87% more shares of MIN to its portfolio, raising its holding to 25.8 thousand shares of worth $64.75K. BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. also increased its MIN shares holding by 1.16% which brought its holding to 26.06 thousand shares worth $65.41K.

MIN's major insiders: who are they?

The insider with the most stakes in MIN is COHN LAWRENCE H , director at the company. Additionally, MIN stock is highly held by director KAVANAUGH JOHN P and director SHERRATT J DALE among others.

Did an insider recently sell MIN stock?

Company executives, directors, and other insiders own N/A percent of MFS Intermediate Income Trust's stock. Within the last six months, there have been 0 transaction(s) in which MIN insiders have sold stock, totaling 0 shares. Insiders that have sold shares include IVES J ATWOOD and SHERRATT J DALE.

Which insider recently purchased MIN stock?

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

How much of MIN does insiders own?

Around 0 MFS Intermediate Income Trust shares are held by insiders, which represents about N/A of MIN stock.

Who is the insider with the largest stake?

MIN director, COHN LAWRENCE H holds the largest portfolio of the company's shares. MIN shares owned by COHN total nearly 17.07 thousand.

Which institution holds the most shares in MIN?

SANCTUARY ADVISORS, LLC is the largest institutional owner in MIN which holds 23.83 thousand shares worth $59.81K or 0.02% of the total MIN shares outstanding followed by FORTITUDE ADVISORY GROUP L.L.C. with ownership of 227.81 thousand shares representing 0.2% of the MIN ownership. KINGSVIEW WEALTH MANAGEMENT, LLC is the third largest stakeholder with 234.78 thousand shares or 0.21% of the ownership worth more than $589.30K.

Is MFS Intermediate 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 MIN is concerned, it is a stock which is not optionable.

Is there a short position on MIN's shares?

Number of MIN 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 MIN shares are there?

As of today, null shares of MIN are outstanding.

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

MIN 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 MIN is null.

MFS Intermediate Income Trust (MIN) 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

55.8% Percentage of Shares held by All Institutions

55.8% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 55.8% of MIN shares are held by financial institutions. SANCTUARY ADVISORS, LLC is the top corporate investor, holding 23.83K shares valued at $59.81K. A 0.02% stake in MFS Intermediate Income Trust is owned by the company. FORTITUDE ADVISORY GROUP L.L.C. owns 227.81K shares valued at $571.81K, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.02%	23.83K	59.81K	0	0
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.2%	227.81K	571.81K	0	0
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.21%	234.78K	589.3K	-13.53K	-5.45%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	5.57%	6.33M	15.9M	116.1K	+1.87%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.02%	25.8K	64.75K	8.58K	+49.87%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.02%	25.88K	64.95K	0	0
Mar 31, 2026	ARGENT TRUST CO	0.02%	26K	65.26K	0	0
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.02%	26.06K	65.41K	300	+1.16%
Mar 31, 2026	CHOREO, LLC	0.02%	27.02K	67.81K	0	0
Mar 31, 2026	BENJAMIN EDWARDS INC	0.02%	27.17K	68.2K	0	0
Mar 31, 2026	BTG PACTUAL ASSET MANAGEMENT US LLC	0.03%	28.62K	71.82K	0	0
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.13K	85.67K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.03%	39.4K	98.89K	-19.7K	-33.33%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.04%	43.03K	107.99K	0	0
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.04%	46.2K	115.96K	0	0
Mar 31, 2026	OPPENHEIMER & CO INC	0.05%	60K	150.6K	-10K	-14.29%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	67.39K	169.14K	5.54K	+8.95%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.06%	68.36K	171.59K	10.23K	+17.59%
Mar 31, 2026		0.02%	26K	65.26K	26K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.14%	164.04K	411.75K	1.33K	+0.82%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.31%	356.83K	895.65K	222.74K	+166.11%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.37%	420.57K	1.06M	-1.69M	-80.05%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.64%	728.66K	1.9M	26.81K	+3.82%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.85%	970.45K	2.44M	-6.55K	-0.67%
Mar 31, 2026	MORGAN STANLEY	1.16%	1.32M	3.31M	74.6K	+5.99%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.71%	4.22M	10.58M	258.51K	+6.53%
Mar 31, 2026	CITADEL ADVISORS LLC	0.04%	40.65K	102.03K	-73.1K	-64.27%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.04%	44.51K	111.71K	-22.52K	-33.59%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.04%	45.08K	117.67K	0	0
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.06%	72.35K	181.6K	11.75K	+19.39%
Mar 31, 2026	JANE STREET GROUP, LLC	0.07%	75.18K	188.69K	48.25K	+179.22%
Mar 31, 2026	SMITH, MOORE & CO.	0.08%	91.32K	229.21K	37.3K	+69.05%
Mar 31, 2026	TWO SIGMA SECURITIES, LLC	0.09%	100.84K	253.1K	100.84K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.09%	104.29K	262K	-14.69K	-12.35%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.09%	104.97K	263.48K	-376.99K	-78.22%
Mar 31, 2026	EVOKE WEALTH, LLC	0.1%	113K	283.63K	0	0
Mar 31, 2026	STEPHENS INC /AR/	0.11%	128.26K	321.92K	4K	+3.22%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	8.1K	20.33K	100	+1.25%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	10K	24.7K	-83	-0.82%
Mar 31, 2026	BRAVE ASSET MANAGEMENT INC	0.01%	10K	25.1K	0	0
Mar 31, 2026	ROSSMORE PRIVATE CAPITAL	0.01%	10.28K	25.79K	0	0
Mar 31, 2026	WEALTH QUARTERBACK LLC	0.01%	10.55K	26.48K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.01%	11.75K	29.49K	0	0
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.01%	12K	30.12K	0	0
Mar 31, 2026	PFG INVESTMENTS, LLC	0.01%	12.78K	32.07K	-475	-3.58%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.01%	13.83K	34.72K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	14.76K	36.76K	36	+0.24%
Mar 31, 2026	MOORS & CABOT, INC.	0.01%	15K	37.65K	-12.9K	-46.23%
Mar 31, 2026	PHILADELPHIA TRUST CO	0.01%	16.1K	40K	0	0
Mar 31, 2026	REGISTER FINANCIAL ADVISORS LLC	0.01%	16.41K	41.18K	364	+2.27%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.54%	615.46K	1.54M	256.11K	+71.27%
Mar 31, 2026	LPL FINANCIAL LLC	0.86%	983.46K	2.47M	-65.3K	-6.23%
Mar 31, 2026	INVESCO LTD.	0.95%	1.09M	2.73M	18.69K	+1.75%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.63%	4.13M	10.38M	0	0
Mar 31, 2026	KARPUS MANAGEMENT, INC.	4.64%	5.28M	13.24M	890.19K	+20.30%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	26.76%	30.45M	76.43M	1.28M	+4.40%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.27%	301.8K	757.52K	250	+0.08%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.31%	347.43K	872.04K	5.08K	+1.48%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.24%	268.52K	673.98K	3.4K	+1.28%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	83.12K	208.64K	14.7K	+21.49%
Mar 31, 2026	COLONY GROUP, LLC	0.23%	264.19K	663.13K	21K	+8.64%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.02%	19.69K	49.41K	19.69K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	22.26K	56K	356	+1.63%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.85%	2.11M	5.5M	72.99K	+3.59%
Dec 31, 2025	NBC SECURITIES, INC.	0%	2.68K	7K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.21%	243.19K	634.74K	204.09K	+521.98%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	59.1K	154.25K	-2.3K	-3.75%
Dec 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.01%	16.04K	41.88K	349	+2.22%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	14.73K	38.44K	33	+0.22%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.01%	13.83K	36.1K	533	+4.01%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.01%	13.25K	34.59K	475	+3.72%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.01%	13.11K	34.21K	13.11K	+100.00%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.01%	12K	31.32K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.01%	11.75K	30.67K	0	0
Dec 31, 2025	WEALTH QUARTERBACK LLC	0.01%	10.55K	27.54K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.86%	976.99K	2.55M	78.3K	+8.71%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	359.35K	937.89K	157.1K	+77.68%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	248.31K	648.1K	-18.86K	-7.06%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.2%	227.81K	594.59K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	113.75K	296.89K	113.75K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.06%	67.02K	174.93K	38.11K	+131.81%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	21.9K	57K	124	+0.57%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	25.63%	29.17M	76.13M	213.25K	+0.74%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.63%	4.13M	10.79M	-37.15K	-0.89%
Dec 31, 2025	MORGAN STANLEY	1.09%	1.24M	3.25M	195.35K	+18.61%
Dec 31, 2025	LPL FINANCIAL LLC	0.92%	1.05M	2.74M	17.29K	+1.68%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.42%	481.96K	1.26M	-59.75K	-11.03%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.27%	301.55K	787.05K	-3.65K	-1.19%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.23%	265.12K	691.96K	-70.96K	-21.11%
Dec 31, 2025	CWM, LLC	0%	4.5K	12K	0	0
Dec 31, 2025	CONCORD WEALTH PARTNERS	0%	3.86K	10.07K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	2.19K	5.72K	2.19K	+100.00%
Dec 31, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0%	1.77K	4.62K	0	0
Dec 31, 2025	EASTERN BANK	0%	1.6K	4.18K	0	0
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	5.46%	6.22M	16.23M	-1.19M	-16.02%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	3.85%	4.39M	11.45M	-253.95K	-5.47%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.48%	3.96M	10.33M	724.86K	+22.42%
Dec 31, 2025	INVESCO LTD.	0.94%	1.07M	2.79M	-83.55K	-7.26%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.62%	701.85K	1.83M	121.08K	+20.85%
Dec 31, 2025		0.13%	152.9K	399.07K	152.9K	+100.00%
Dec 31, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.11%	129.63K	338.32K	0	0
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.04%	46.2K	120.58K	0	0
Dec 31, 2025	PHILADELPHIA TRUST CO	0.01%	16.1K	42K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.3%	342.35K	893.53K	27.5K	+8.73%
Dec 31, 2025	UBS GROUP AG	0.14%	162.71K	424.68K	6.14K	+3.92%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.12%	134.09K	349.98K	47.74K	+55.29%
Dec 31, 2025	STEPHENS INC /AR/	0.11%	124.26K	324.31K	4K	+3.33%
Dec 31, 2025	ROYAL BANK OF CANADA	0.1%	118.98K	311K	1.11K	+0.95%
Dec 31, 2025	EVOKE WEALTH, LLC	0.1%	113K	294.93K	-53K	-31.93%
Dec 31, 2025	OPPENHEIMER & CO INC	0.06%	70K	182.7K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	68.42K	178.58K	38.32K	+127.29%
Dec 31, 2025	ROSSMORE PRIVATE CAPITAL	0.01%	10.28K	26.82K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	10.08K	26.32K	-1.2K	-10.64%
Dec 31, 2025	BRAVE ASSET MANAGEMENT INC	0.01%	10K	26.1K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	8K	20.88K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	5.27K	13.75K	5.06K	+2,433.17%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	61.85K	161.42K	38.73K	+167.47%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	60.6K	158.17K	0	0
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	58.14K	151.74K	3.49K	+6.39%
Dec 31, 2025	SMITH, MOORE & CO.	0.05%	54.02K	140.99K	0	0
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.04%	45.08K	117.67K	-534	-1.17%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.04%	43.03K	112.3K	0	0
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.13K	89.09K	0	0
Dec 31, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0.03%	28.62K	77.55K	0	0
Dec 31, 2025	MOORS & CABOT, INC.	0.02%	27.9K	72.81K	-12.5K	-30.94%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.02%	27.17K	70.91K	7K	+34.70%
Dec 31, 2025	CHOREO, LLC	0.02%	27.02K	71.57K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.02%	26.92K	70.27K	-19.07K	-41.46%
Dec 31, 2025	ARGENT TRUST CO	0.02%	26K	67.86K	0	0
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.02%	25.88K	67.53K	-9.93K	-27.72%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.02%	25.76K	67.24K	-7.9K	-23.47%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.02%	23.83K	62.19K	0	0
Dec 31, 2025	PENBROOK MANAGEMENT LLC	0.02%	18.75K	48.94K	-6.94K	-27.02%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.01%	13.3K	35.64K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.01%	12.78K	34.24K	0	0
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.04%	46.2K	123.82K	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	54.65K	146.45K	0	0
Sep 30, 2025	STEPHENS INC /AR/	0.11%	120.26K	322.28K	16.5K	+15.90%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.03%	35.8K	95.94K	0	0
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.13K	91.48K	0	0
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.03%	30.82K	82.58K	497	+1.64%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	28.91K	77.49K	-28.75K	-49.86%
Sep 30, 2025	PENBROOK MANAGEMENT LLC	0.02%	25.69K	68.86K	-1.4K	-5.17%
Sep 30, 2025	MORGAN STANLEY	0.92%	1.05M	2.81M	-74.97K	-6.67%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.01%	12K	32.16K	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.01%	11.75K	31.49K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	11.28K	30.01K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.84%	3.23M	8.66M	206.57K	+6.83%
Sep 30, 2025	WEALTH QUARTERBACK LLC	0.01%	10.55K	28.28K	227	+2.20%
Sep 30, 2025	ROSSMORE PRIVATE CAPITAL	0.01%	10.28K	27.54K	0	0
Sep 30, 2025	BRAVE ASSET MANAGEMENT INC	0.01%	10K	26.8K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	8K	21.44K	0	0
Sep 30, 2025	CWM, LLC	0%	4.5K	12K	-329	-6.81%
Sep 30, 2025	CONCORD WEALTH PARTNERS	0%	3.86K	10.34K	0	0
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0%	1.77K	4.75K	0	0
Sep 30, 2025	EASTERN BANK	0%	1.6K	4.29K	0	0
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	900	2.41K	0	0
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	0%	631	1.69K	0	0
Sep 30, 2025	KARPUS MANAGEMENT, INC.	4.08%	4.64M	12.43M	-469.19K	-9.18%
Sep 30, 2025	INVESCO LTD.	1.01%	1.15M	3.08M	28.34K	+2.52%
Sep 30, 2025	CHOREO, LLC	0.02%	27.02K	72.4K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.79%	898.7K	2.41M	186.57K	+26.20%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.03%	33.66K	90.22K	33.66K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.02%	23.83K	63.86K	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.27%	305.2K	817.93K	73.63K	+31.79%
Sep 30, 2025	UBS GROUP AG	0.14%	156.57K	419.62K	95.17K	+155.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.06%	70K	187.6K	0	0
Sep 30, 2025	SMITH, MOORE & CO.	0.05%	54.02K	144.77K	-4.1K	-7.05%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	60.6K	162.41K	-4.95K	-7.56%
Sep 30, 2025	JANE STREET GROUP, LLC	0.04%	45.99K	123.26K	45.99K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	21.78K	58K	-2.33K	-9.67%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	61.4K	164.55K	-19.75K	-24.34%
Sep 30, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0.03%	28.62K	77.55K	0	0
Sep 30, 2025	ARGENT TRUST CO	0.02%	26K	69.68K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	24.15K	65K	-2.67K	-9.96%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.79%	2.03M	5.42M	-46.31K	-2.23%
Sep 30, 2025	LPL FINANCIAL LLC	0.91%	1.03M	2.76M	211.31K	+25.76%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.51%	580.76K	1.56M	73.74K	+14.54%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.48%	541.72K	1.45M	-2.33K	-0.43%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.3%	336.07K	900.68K	9.11K	+2.79%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	25.44%	28.95M	77.6M	2.65M	+10.06%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	6.51%	7.4M	19.85M	-246.26K	-3.22%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.67%	4.17M	11.18M	-2.86M	-40.67%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	202.25K	542.02K	69.47K	+52.32%
Sep 30, 2025	EVOKE WEALTH, LLC	0.15%	166K	444.88K	-162K	-49.39%
Sep 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.11%	129.63K	347.4K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.1%	117.86K	316K	3.55K	+3.11%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.18%	204.09K	546.97K	-1	0.00%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.08%	86.35K	231.42K	61.3K	+244.71%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.04%	41.2K	110.42K	0	0
Sep 30, 2025	MOORS & CABOT, INC.	0.04%	40.4K	108.26K	-10K	-19.84%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.02%	23.12K	62K	-24.89K	-51.84%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	314.85K	843.8K	24.15K	+8.31%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.23%	267.18K	716.03K	20.32K	+8.23%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.2%	227.81K	610.53K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	30.1K	80.68K	-34.39K	-53.33%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.02%	20.17K	54.06K	20.17K	+100.00%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.04%	45.62K	122.25K	-5.55K	-10.85%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.04%	43.03K	115.31K	0	0
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	40.18K	108K	40.18K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.03%	39.1K	104.79K	0	0
Sep 30, 2025	PHILADELPHIA TRUST CO	0.01%	16.1K	43K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	14.69K	39.38K	33	+0.23%
Sep 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.01%	15.7K	42.06K	337	+2.19%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	24.11K	65K	-3.34K	-12.18%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.66%	3.03M	8.19M	79.47K	+2.70%
Jun 30, 2025	INVESCO LTD.	0.99%	1.12M	3.04M	22.25K	+2.02%
Jun 30, 2025	LPL FINANCIAL LLC	0.72%	820.16K	2.22M	-20.74K	-2.47%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	26.83K	73K	-804	-2.91%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	48.02K	130K	-6.73K	-12.30%
Jun 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.11%	129.63K	351.29K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	132.78K	359.83K	13K	+10.85%
Jun 30, 2025	HRT FINANCIAL LP	0.01%	14.97K	40K	14.97K	+100.00%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.01%	12.78K	34.63K	0	0
Jun 30, 2025	CONCORD WEALTH PARTNERS	0%	3.86K	10.45K	0	0
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.02%	25.05K	67.89K	4.68K	+22.98%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	81.15K	219.92K	-12.75K	-13.58%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	114.31K	310K	-3.96K	-3.35%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	57.66K	156.27K	-1.91K	-3.21%
Jun 30, 2025		0%	1.77K	4.8K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0%	2.68K	7	0	0
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	6.72%	7.65M	20.73M	280.63K	+3.81%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.2%	231.57K	627.56K	231.57K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.83%	2.08M	5.64M	1.96M	+1,566.77%
Jun 30, 2025	OPPENHEIMER & CO INC	0.06%	70K	189.7K	0	0
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.06%	65.55K	177.65K	0	0
Jun 30, 2025	UBS GROUP AG	0.05%	61.4K	166.4K	4.47K	+7.85%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.05%	51.17K	138.67K	0	0
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.04%	43.03K	116.6K	43.03K	+100.00%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.03%	30.32K	82.16K	488	+1.64%
Jun 30, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0.03%	28.62K	77.55K	0	0
Jun 30, 2025	PENBROOK MANAGEMENT LLC	0.02%	27.09K	73.42K	-8.8K	-24.52%
Jun 30, 2025	CHOREO, LLC	0.02%	27.02K	73.21K	-375	-1.37%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	64.5K	174.79K	-9.85K	-13.25%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.04%	46.2K	125.2K	0	0
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.04%	41.2K	111.65K	-1K	-2.37%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.45%	507.03K	1.37M	27.45K	+5.72%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.29%	326.97K	886.08K	77.46K	+31.04%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	54.65K	148.09K	0	0
Jun 30, 2025	MOORS & CABOT, INC.	0.04%	50.4K	136.58K	-23.23K	-31.55%
Jun 30, 2025	ARGENT TRUST CO	0.02%	26K	70.46K	1K	+4.00%
Jun 30, 2025	COLONY GROUP, LLC	0.03%	39.1K	105.96K	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	23.12%	26.31M	71.3M	1.89M	+7.74%
Jun 30, 2025	EASTERN BANK	0%	1.6K	4.34K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0%	1K	2.66K	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	900	2.44K	0	0
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0%	631	1.71K	0	0
Jun 30, 2025	SACHETTA, LLC	0%	567	1.54K	0	0
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0%	500	1.36K	0	0
Jun 30, 2025	BOGART WEALTH, LLC	0%	333	902	0	0
Jun 30, 2025	KEY FINANCIAL INC	0%	75	203	0	0
Jun 30, 2025	GAMMA INVESTING LLC	0%	28	76	28	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	13	35	0	0
Jun 30, 2025	WOODMONT INVESTMENT COUNSEL LLC	0%	0	-	-10K	-100.00%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0%	0	-	-73.07K	-100.00%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-11.17K	-100.00%
Jun 30, 2025	TOWNSQUARE CAPITAL LLC	0%	0	-	-28.14K	-100.00%
Jun 30, 2025	XTX TOPCO LTD	0%	0	-	-11.65K	-100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-19.5K	-100.00%
Jun 30, 2025	MORGAN STANLEY	0.99%	1.12M	3.05B	-262.22K	-18.91%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	246.86K	668.99K	1.18K	+0.48%
Jun 30, 2025	STEPHENS INC /AR/	0.09%	103.76K	281.18K	-12K	-10.37%
Jun 30, 2025	SMITH, MOORE & CO.	0.05%	58.12K	157.5K	0	0
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.03%	35.8K	97.02K	0	0
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.13K	92.5K	0	0
Jun 30, 2025	L.M. KOHN & COMPANY	0.02%	25.71K	69.67K	113	+0.44%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	17K	45.73K	0	0
Jun 30, 2025	PHILADELPHIA TRUST CO	0.01%	16.1K	44K	0	0
Jun 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.01%	15.36K	41.62K	331	+2.20%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	14.66K	39.73K	96	+0.66%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.01%	12K	32.52K	0	0
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.01%	11.75K	31.84K	-4K	-25.40%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	11.28K	30.35K	1.05K	+10.24%
Jun 30, 2025	WEALTH QUARTERBACK LLC	0.01%	10.32K	27.98K	10.32K	+100.00%
Jun 30, 2025	ROSSMORE PRIVATE CAPITAL	0.01%	10.28K	27.85K	0	0
Jun 30, 2025	BRAVE ASSET MANAGEMENT INC	0.01%	10K	27.1K	0	0
Jun 30, 2025	EVOKE WEALTH, LLC	0.29%	328K	888.88K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	290.7K	787.8K	4.5K	+1.57%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.23%	260.82K	703K	260.82K	+100.00%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.2%	227.81K	617.37K	0	0
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.18%	204.1K	553.1K	204.1K	+100.00%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.18%	7.03M	19.06M	-486.4K	-6.47%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.63%	712.13K	1.93M	43.69K	+6.54%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	4.49%	5.11M	13.85M	-1.94M	-27.53%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.48%	544.05K	1.47M	3.45K	+0.64%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	59.58K	160.26K	-11.4K	-16.06%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.61%	7.52M	20.23M	-369.81K	-4.69%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	6.48%	7.37M	19.83M	-205K	-2.71%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	6.2%	7.05M	18.96M	-1.17M	-14.24%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	286.2K	769.88K	12K	+4.38%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	245.68K	660.88K	-20.72K	-7.78%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.2%	227.81K	603.7K	746	+0.33%
Mar 31, 2025	TRANSFORM WEALTH, LLC	0.18%	201.09K	540.94K	0	0
Mar 31, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.11%	129.63K	349K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	124.85K	335.83K	26.73K	+27.24%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.03%	29.83K	80.24K	477	+1.63%
Mar 31, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0.03%	28.62K	76.97K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	27.63K	74K	-18K	-39.45%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	27.46K	74K	4.58K	+20.02%
Mar 31, 2025	CHOREO, LLC	0.02%	27.39K	73.68K	0	0
Mar 31, 2025	INVESCO LTD.	0.97%	1.1M	2.96M	-13.82K	-1.24%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.48%	540.6K	1.45M	440.61K	+440.64%
Mar 31, 2025	COLONY GROUP, LLC	0.03%	39.1K	105.18K	0	0
Mar 31, 2025	PENBROOK MANAGEMENT LLC	0.03%	35.89K	96.55K	-1.6K	-4.27%
Mar 31, 2025	LPL FINANCIAL LLC	0.74%	840.91K	2.26M	433.43K	+106.37%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.59%	668.44K	1.8M	274.28K	+69.59%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.42%	479.57K	1.29M	20.19K	+4.40%
Mar 31, 2025	EVOKE WEALTH, LLC	0.29%	328K	882.32K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	119.78K	322.21K	8.21K	+7.36%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	118.27K	318K	-12.72K	-9.71%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.06%	73.07K	196.55K	73.07K	+100.00%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.06%	65.55K	176.34K	-6.15K	-8.57%
Mar 31, 2025	SMITH, MOORE & CO.	0.05%	58.12K	156.34K	15K	+34.79%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	54.75K	147K	-4.54K	-7.65%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	54.65K	147K	0	0
Mar 31, 2025	MORGAN STANLEY	1.22%	1.39M	3.73M	-37.84K	-2.66%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.22%	249.51K	663.69K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	93.9K	252.59K	-38.7K	-29.19%
Mar 31, 2025	MOORS & CABOT, INC.	0.06%	73.63K	198.06K	73.63K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.59%	2.95M	7.93M	1.19M	+67.52%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.13K	91.82K	0	0
Mar 31, 2025	L.M. KOHN & COMPANY	0.02%	25.6K	68.86K	488	+1.94%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.02%	19.5K	52.46K	-1K	-4.88%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	21.46%	24.42M	65.69M	186.57K	+0.77%
Mar 31, 2025	STEPHENS INC /AR/	0.1%	115.76K	311.38K	-3.8K	-3.18%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	74.34K	199.99K	-32.42K	-30.36%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.05%	51.17K	137.65K	51.17K	+100.00%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.04%	46.2K	124.28K	0	0
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.04%	42.2K	113.52K	42.2K	+100.00%
Mar 31, 2025	ARGENT TRUST CO	0.02%	25K	67.25K	0	0
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.02%	20.37K	54.8K	-20.6K	-50.28%
Mar 31, 2025	OPPENHEIMER & CO INC	0.06%	70K	188.3K	-28.98K	-29.28%
Mar 31, 2025	UBS GROUP AG	0.05%	56.93K	153.15K	-101	-0.18%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.03%	35.8K	96.3K	0	0
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.02%	28.14K	75.71K	-345	-1.21%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.22%	255.6K	720.78K	-55.91K	-17.95%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.21%	236.8K	629.89K	-18.6K	-7.28%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.2%	226.37K	602.13K	-346	-0.15%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.1%	116.74K	310.52K	32.81K	+39.10%
Mar 31, 2024	STEPHENS INC /AR/	0.1%	114.06K	303.39K	-14K	-10.93%
Mar 31, 2024	LPL FINANCIAL LLC	0.09%	102.36K	272.27K	-3.11K	-2.95%
Mar 31, 2024	OPPENHEIMER & CO INC	0.09%	98.98K	263.28K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	73.34K	195K	7.82K	+11.94%
Mar 31, 2024	PENBROOK MANAGEMENT LLC	0.06%	62.93K	167.39K	-2.5K	-3.82%
Mar 31, 2024	ROYAL BANK OF CANADA	0.05%	62.56K	167K	-13.74K	-18.01%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	60.63K	161K	60.63K	+100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.05%	54.65K	145.36K	-60K	-52.33%
Mar 31, 2024	OPTIMUM INVESTMENT ADVISORS	0.05%	53.99K	143.62K	0	0
Mar 31, 2024	SMITH, MOORE & CO.	0.04%	50.62K	134.65K	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.04%	47.19K	125.52K	-1.84K	-3.76%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.04%	46.91K	124.77K	130	+0.28%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.04%	46.2K	122.89K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.04%	42.8K	114K	21K	+96.33%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.04%	41.58K	110.59K	3.3K	+8.62%
Mar 31, 2024	HRT FINANCIAL LP	0.03%	30.29K	80K	30.29K	+100.00%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.03%	29.15K	77.55K	-27	-0.09%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	19.73K	52K	-4.78K	-19.50%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.02%	17.55K	46.69K	-8.2K	-31.84%
Mar 31, 2024	PHILADELPHIA TRUST CO	0.01%	16.1K	43K	0	0
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.01%	15.85K	42.16K	0	0
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	15.5K	41.23K	0	0
Mar 31, 2024	KARPUS MANAGEMENT, INC.	6.7%	7.64M	20.32M	2.57M	+50.65%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	5.07%	5.78M	15.39M	-4.32M	-42.76%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.24%	1.41M	3.74M	21.5K	+1.55%
Mar 31, 2024	HARA CAPITAL LLC	0.23%	256.69K	682.8K	-127.5K	-33.19%
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.2%	225.25K	599.16K	10.2K	+4.74%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.19%	218.25K	580.53K	170.18K	+354.09%
Mar 31, 2024	UBS GROUP AG	0.15%	169.32K	450.38K	18.42K	+12.21%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.15%	169.06K	442.93K	169.06K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.12%	137.14K	364.79K	-23.04K	-14.38%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.12%	136.31K	362.58K	37.92K	+38.54%
Mar 31, 2024	TOLLESON WEALTH MANAGEMENT, INC.	0.11%	130.84K	348K	0	0
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	37.79K	100.53K	0	0
Mar 31, 2024	SHAYNE & CO., LLC	0.03%	37.19K	98.92K	37.19K	+100.00%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.03%	35.8K	95.23K	-1K	-2.72%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.13K	90.79K	0	0
Mar 31, 2024	L.M. KOHN & COMPANY	0.03%	31.28K	83.21K	54	+0.17%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.03%	30.72K	81.71K	8.45K	+37.93%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.03%	28.93K	76.94K	28.93K	+100.00%
Mar 31, 2024	FLPUTNAM INVESTMENT MANAGEMENT CO	0.02%	25.19K	67K	25.19K	+100.00%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	19.28%	21.98M	58.46M	85.13K	+0.39%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	7.21%	8.22M	21.87M	0	0
Mar 31, 2024	GREYTOWN ADVISORS INC.	0.03%	28.62K	76.12K	0	0
Mar 31, 2024	SIGNALPOINT ASSET MANAGEMENT, LLC	0.01%	14.04K	37.34K	156	+1.12%
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0.01%	13.75K	36.57K	304	+2.26%
Mar 31, 2024	COMMONWEALTH FINANCIAL SERVICES, LLC	0.01%	12K	32.16K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	24.53K	65.24K	0	0
Mar 31, 2024	MORGAN STANLEY	1.23%	1.41M	3.74M	-12.89K	-0.91%
Mar 31, 2024	ARGENT TRUST CO	0.02%	25K	66.5K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	24.05K	63.96K	24.05K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.97%	1.11M	2.94M	1.02M	+1,191.16%
Mar 31, 2024	INVESCO LTD.	0.92%	1.05M	2.8M	-228.2K	-17.83%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.36%	414.48K	1.1M	1.64K	+0.40%
Mar 31, 2024	EVOKE WEALTH, LLC	0.33%	377K	1M	347K	+1,156.67%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.32%	359.42K	956.06K	9.27K	+2.65%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.27%	307.8K	818.74K	141.24K	+84.80%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	9.35%	10.1M	27.08M	-50.23K	-0.49%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	4.69%	5.07M	13.59M	-47.52K	-0.93%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	24.53K	65.73K	0	0
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	20.26%	21.89M	58.67M	932.09K	+4.45%
Dec 31, 2023	ARGENT TRUST CO	0.02%	25K	67K	15K	+150.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.02%	25.75K	69.01K	5.45K	+26.87%
Dec 31, 2023	NOMURA HOLDINGS INC	0.03%	28.35K	75.99K	28.35K	+100.00%
Dec 31, 2023	GREYTOWN ADVISORS INC.	0.03%	28.62K	76.69K	0	0
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.03%	29.18K	78.2K	42	+0.14%
Dec 31, 2023	L.M. KOHN & COMPANY	0.03%	31.23K	83.69K	103	+0.33%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.13K	91.48K	-16.5K	-32.59%
Dec 31, 2023	ASSETMARK, INC	0.03%	34.76K	93.16K	0	0
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.03%	36.8K	98.62K	0	0
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.04%	38.28K	102.58K	0	0
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.04%	46.2K	123.82K	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.04%	46.78K	125.36K	6.3K	+15.56%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.04%	48.06K	128.81K	48.06K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.05%	49.03K	131.4K	81	+0.17%
Dec 31, 2023	SMITH, MOORE & CO.	0.05%	50.62K	135.66K	-1.89K	-3.59%
Dec 31, 2023	OPTIMUM INVESTMENT ADVISORS	0.05%	53.99K	144.7K	0	0
Dec 31, 2023	PENBROOK MANAGEMENT LLC	0.06%	65.43K	175.35K	-700	-1.06%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.06%	65.52K	176K	9.55K	+17.07%
Dec 31, 2023	JPMORGAN CHASE & CO	0.06%	68.34K	183.15K	63.75K	+1,388.59%
Dec 31, 2023	ROYAL BANK OF CANADA	0.07%	76.3K	204K	2.86K	+3.89%
Dec 31, 2023	CWM, LLC	0.08%	81.97K	220K	0	0
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.08%	83.92K	224.91K	20.89K	+33.14%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.08%	85.66K	229.57K	-21.72K	-20.23%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.09%	98.39K	263.69K	-5.47K	-5.27%
Dec 31, 2023	OPPENHEIMER & CO INC	0.09%	98.98K	265.26K	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.1%	105.47K	282.66K	43.19K	+69.35%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.11%	114.65K	307.25K	0	0
Dec 31, 2023	STEPHENS INC /AR/	0.12%	128.06K	343.19K	-2.5K	-1.91%
Dec 31, 2023	TOLLESON WEALTH MANAGEMENT, INC.	0.12%	130.84K	351K	130.84K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.14%	150.89K	404.39K	-678.23K	-81.80%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.15%	160.18K	429.23K	-28.57K	-15.14%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	166.56K	446.38K	166.56K	+100.00%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.2%	215.04K	576.32K	1.86K	+0.87%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.21%	226.71K	607.59K	15.55K	+7.36%
Dec 31, 2023	TRANSFORM WEALTH, LLC	0.22%	240.69K	645.06K	3.1K	+1.30%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.24%	255.4K	694.64K	7.9K	+3.19%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.29%	311.5K	834.83K	11.75K	+3.92%
Dec 31, 2023	EVOKE WEALTH, LLC	0.35%	377K	1.01M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.32%	350.15K	938.41K	-15.47K	-4.23%
Dec 31, 2023	MORGAN STANLEY	1.31%	1.42M	3.81M	-312.01K	-18.01%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.28%	1.39M	3.72M	427.43K	+44.55%
Dec 31, 2023	INVESCO LTD.	1.18%	1.28M	3.43M	124.84K	+10.81%
Dec 31, 2023		0.04%	37.79K	101.29K	37.79K	+100.00%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.38%	412.85K	1.11M	56.43K	+15.83%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	7.61%	8.22M	22.04M	0	0

Insiders

Among the MIN insiders holding of N/A of the stake in company, COHN LAWRENCE H, director, holds the largest shares of 17.07K. KAVANAUGH JOHN P, director, is the second largest MIN insider with ownership of 2K shares. SHERRATT J DALE, director, stands third with possession of 1.84K shares of that stake.

Insiders	Designation	Shares Held
COHN LAWRENCE H	director	17.07K
KAVANAUGH JOHN P	director	2K
SHERRATT J DALE	director	1.84K
FORD GOLDFARB MAUREEN R	director	1.7K
THOMSEN LAURIE J	director	1.6K
BUTLER ROBERT ELLSWORTH	director	1.6K
HEGARTY MICHAEL	director	1.5K
GUNNING DAVID H	director	1K
SMITH WARD	director	500
POORVU WILLIAM J	director	500
LANE AMY B	director	300
SMITH ELAINE R	director	300
ROEPKE MARYANNE L	director	300
PERERA LAWRENCE T	director	250
GUTOW WILLIAM R	director	200
UEK ROBERT W		0
IVES J ATWOOD	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 04, 2017	UEK ROBERT W	PURCHASE	4.38	1.94K	8.49K	0
Jul 23, 2014	ROEPKE MARYANNE L	PURCHASE	5.33	300	1.6K	300
Sep 23, 2009	COHN LAWRENCE H	PURCHASE	6.60	5K	33K	17.07K
May 14, 2009	FORD GOLDFARB MAUREEN R	PURCHASE	6.42	1.7K	10.91K	1.7K
May 13, 2009	KAVANAUGH JOHN P	PURCHASE	6.41	2K	12.82K	2K
Mar 09, 2009	COHN LAWRENCE H	PURCHASE	6.15	300	1.84K	0
Nov 12, 2008	IVES J ATWOOD	SALE	25000.00	16	400K	0
Aug 24, 2007	COHN LAWRENCE H	PURCHASE	6.08	12.29K	74.69K	0
May 31, 2006	BUTLER ROBERT ELLSWORTH	PURCHASE	6.09	1.6K	9.74K	1.6K
Feb 09, 2006	UEK ROBERT W	PURCHASE	6.23	1.7K	10.59K	1.7K
Jan 23, 2006	PERERA LAWRENCE T	PURCHASE	6.26	250	1.57K	250
Jul 05, 2005	HEGARTY MICHAEL	PURCHASE	6.57	1.5K	9.86K	1.5K
Mar 23, 2005	THOMSEN LAURIE J	PURCHASE	6.35	1.6K	10.16K	1.6K
Nov 24, 2004	SHERRATT J DALE	SALE	6.45	12.75K	82.24K	1.84K
Jun 16, 2004	SMITH WARD	PURCHASE	6.34	500	3.17K	500
Jun 14, 2004	POORVU WILLIAM J	PURCHASE	6.31	500	3.16K	500
Jun 08, 2004	LANE AMY B	PURCHASE	6.41	300	1.92K	300
Jun 08, 2004	COHN LAWRENCE H	PURCHASE	6.41	500	3.21K	500
Jun 07, 2004	GUTOW WILLIAM R	PURCHASE	6.41	200	1.28K	200
Jun 07, 2004	SMITH ELAINE R	PURCHASE	6.39	300	1.92K	300
Jun 07, 2004	GUNNING DAVID H	PURCHASE	6.41	1K	6.41K	1K
May 10, 2004	IVES J ATWOOD	PURCHASE	6.33	1K	6.33K	1K

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