How many institutions own MMD 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 MMD shares is 82, representing 72.44% of the company's common stock.

Who are the major shareholders selling NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest stock?

ROYAL BANK OF CANADA, in the last quarter, reduced its stake in MMD by -2.74% restricting it's holding to 148.42 thousand shares of worth nearly $2.20M. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also lessened -23.56% of the MMD shares from its portfolio, reducing its holding to 23.45 thousand shares of worth $348.20K. CETERA INVESTMENT ADVISERS also shunned MMD shares holding by -18.96% last quarter which brought its holding to 12.96 thousand shares worth $192.51K.

Investors who are buying MMD stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in MMD by 4.13% in the last quarter. The institutional holder raised its holding to 266.73 thousand shares having worth more than $3.96M. CERITY PARTNERS LLC also added 100% more shares of MMD to its portfolio, raising its holding to 13.89 thousand shares of worth $206.33K. ADVISOR GROUP HOLDINGS, INC. also increased its MMD shares holding by 153.72% which brought its holding to 36.91 thousand shares worth $548.05K.

MMD's major insiders: who are they?

The insider with the most stakes in MMD is BRODY CHRISTOPHER W , director at the company. Additionally, MMD stock is highly held by director Nolan Richard H Jr and director Kim John Y among others.

Did an insider recently sell MMD stock?

Company executives, directors, and other insiders own N/A percent of NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest's stock. Within the last six months, there have been 0 transaction(s) in which MMD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include DIMELLA ROBERT A, DENLINGER MICHAEL, and PETTY MICHAEL.

How much of MMD does insiders own?

Around 0 NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest shares are held by insiders, which represents about N/A of MMD stock.

Who is the insider with the largest stake?

MMD director, BRODY CHRISTOPHER W holds the largest portfolio of the company's shares. MMD shares owned by BRODY total nearly 50 thousand.

Which institution holds the most shares in MMD?

ROYAL BANK OF CANADA is the largest institutional owner in MMD which holds 148.42 thousand shares worth $2.20M or 0.79% of the total MMD shares outstanding followed by WELLS FARGO & COMPANY/MN with ownership of 266.73 thousand shares representing 1.42% of the MMD ownership. CERITY PARTNERS LLC is the third largest stakeholder with 13.89 thousand shares or 0.07% of the ownership worth more than $206.33K.

Is there a short position on MMD's shares?

Number of MMD 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 MMD shares are there?

As of today, null shares of MMD are outstanding.

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

MMD 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 MMD is null.

NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest (MMD) insider trading activity: Get Latest News Today

Q: Which insider recently purchased MMD stock?

There have been 0 transaction(s) during the past 6-months in which NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest insiders have bought stock, totalling 0 shares

Q: Is NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest 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 MMD is concerned, it is a stock which is not optionable.

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

72.44% Percentage of Shares held by All Institutions

72.44% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 72.44% of MMD shares are held by financial institutions. ROYAL BANK OF CANADA is the top corporate investor, holding 148.42K shares valued at $2.20M. A 0.79% stake in NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest is owned by the company. WELLS FARGO & COMPANY/MN owns 266.73K shares valued at $3.96M, which translates its holding of 1.42% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ROYAL BANK OF CANADA	0.79%	148.42K	2.2M	-4.17K	-2.74%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.42%	266.73K	3.96M	10.58K	+4.13%
Mar 31, 2026	CERITY PARTNERS LLC	0.07%	13.89K	206.33K	13.89K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	23.45K	348.2K	-7.23K	-23.56%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.2%	36.91K	548.05K	22.36K	+153.72%
Mar 31, 2026	COMPASS FINANCIAL GROUP, INC/SD	0.07%	14.01K	208.11K	0	0
Mar 31, 2026	PROVISE MANAGEMENT GROUP, LLC	0.51%	95.68K	1.42M	4.33K	+4.74%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.21%	39.09K	580.46K	4.03K	+11.48%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.64%	120K	1.78M	34.01K	+39.55%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.06%	11.52K	171.07K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.07%	12.96K	192.51K	-3.03K	-18.96%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.3%	432.54K	6.42M	-17.39K	-3.87%
Mar 31, 2026	MORGAN STANLEY	2.41%	451.87K	6.71M	-15.45K	-3.31%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-22.06K	-100.00%
Mar 31, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-16.6K	-100.00%
Mar 31, 2026	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0%	14	208	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	500	7.45K	0	0
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.22%	42.06K	624.52K	516	+1.24%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.23%	43.68K	648.57K	-22.92K	-34.42%
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.24%	44.4K	659.28K	-52.83K	-54.34%
Mar 31, 2026	FNY INVESTMENT ADVISERS, LLC	0%	600	8K	0	0
Mar 31, 2026	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0%	745	11.06K	0	0
Mar 31, 2026	KELLEHER FINANCIAL ADVISORS	0%	920	13.66K	0	0
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.08%	15.35K	228.24K	-10.18K	-39.86%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	15.42K	229.02K	8.94K	+137.96%
Mar 31, 2026	MGO ONE SEVEN LLC	0.1%	17.91K	265.89K	17.91K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.1%	19.43K	288.54K	-212	-1.08%
Mar 31, 2026	SCARBOROUGH ADVISORS, LLC	0.1%	19.53K	290.02K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.02%	3.65K	54.16K	3.65K	+100.00%
Mar 31, 2026		0.3%	56.03K	832.08K	-5.23K	-8.53%
Mar 31, 2026	NOMURA HOLDINGS INC	0.09%	16.74K	248.59K	2.93K	+21.20%
Mar 31, 2026	ARLINGTON CAPITAL MANAGEMENT, INC.	0.09%	17.44K	259K	82	+0.47%
Mar 31, 2026	INTEGRATED CAPITAL MANAGEMENT, INC.	0.09%	17.75K	263.55K	534	+3.10%
Mar 31, 2026	PLANCORP, LLC	0.13%	23.81K	361.15K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	24.08K	357.62K	59	+0.25%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.13%	24.29K	361K	-31	-0.13%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	24.72K	367.1K	-266	-1.06%
Mar 31, 2026	WEALTHPLAN PARTNERS, LLC	0.14%	26.42K	392.34K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.2%	37.25K	553.15K	13.47K	+56.63%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.11%	20.97K	311.4K	-3.82K	-15.41%
Mar 31, 2026	GLOBAL ENDOWMENT MANAGEMENT, LP	0.16%	30K	446K	0	0
Mar 31, 2026	WEDBUSH SECURITIES INC	0.16%	30.82K	458K	-1.25K	-3.90%
Mar 31, 2026	XML FINANCIAL, LLC	0.17%	32.51K	482.7K	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	33.04K	480.59K	-4	-0.01%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.69%	318.04K	4.72M	-5.15K	-1.59%
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	2.3%	432.5K	6.46M	52.95K	+13.95%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.02%	3.91K	58.06K	0	0
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.05%	8.92K	132.49K	-6K	-40.21%
Mar 31, 2026	PASADENA PRIVATE WEALTH, LLC	0.05%	10K	148.5K	0	0
Mar 31, 2026	OPPENHEIMER & CO INC	0.05%	10.21K	151.59K	10.21K	+100.00%
Mar 31, 2026	RAREVIEW CAPITAL LLC	0.06%	10.77K	159.24K	10.77K	+100.00%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.06%	11.1K	164.85K	-77.07K	-87.41%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.6%	675.58K	10.03M	73.65K	+12.24%
Mar 31, 2026	COHEN & STEERS, INC.	0.24%	45K	668K	0	0
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.26%	48.81K	724.86K	-960	-1.93%
Mar 31, 2026	UBS GROUP AG	0.27%	50.45K	749.24K	-14.82K	-22.70%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.28%	51.64K	766.83K	598	+1.17%
Mar 31, 2026	INVESCO LTD.	0.33%	62.64K	930.2K	25.63K	+69.23%
Mar 31, 2026	LPL FINANCIAL LLC	0.34%	63.2K	938.49K	6.77K	+11.99%
Mar 31, 2026	LOGAN STONE CAPITAL, LLC	0.35%	65.1K	966.77K	-32.2K	-33.10%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.37%	68.56K	1.02M	28.32K	+70.38%
Mar 31, 2026	INTELLUS ADVISORS LLC	0.39%	73.96K	1.1M	-9.37K	-11.25%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.44%	83.14K	1.24M	2.43K	+3.01%
Mar 31, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.46%	87.27K	1.3M	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.5%	94K	1.4M	2.21K	+2.41%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.92%	736.05K	10.93M	-3.45K	-0.47%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.52%	97.22K	1.44M	1.28K	+1.34%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	0	-	-12.14K	-100.00%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.65%	739.49K	11M	38.97K	+5.56%
Dec 31, 2025	MORGAN STANLEY	2.49%	467.32K	6.95M	-70.83K	-13.16%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.13%	24.33K	362K	-994	-3.93%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	41.54K	617.68K	494	+1.20%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.14%	26.08K	387.82K	26.08K	+100.00%
Dec 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.33%	91.35K	1.36M	2.9K	+3.28%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.35%	66.6K	990.27K	19.65K	+41.85%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.37%	69.61K	1.04M	69.61K	+100.00%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.52%	97.23K	1.45M	722	+0.75%
Dec 31, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.01%	2K	29.74K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.21%	601.93K	8.95M	34.13K	+6.01%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	14.55K	216.3K	-1.23K	-7.77%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	16K	237.84K	331	+2.11%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.27%	51.04K	758.98K	570	+1.13%
Dec 31, 2025	INTELLUS ADVISORS LLC	0.44%	83.33K	1.24M	-512	-0.61%
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.46%	87.27K	1.3M	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	91.79K	1.36M	-3.78K	-3.95%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.72%	323.19K	4.81M	30.96K	+10.59%
Dec 31, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0.16%	30K	446K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.3%	56.43K	839.15K	-70.48K	-55.53%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.31%	85.99K	1.28M	7.87K	+10.07%
Dec 31, 2025		0.22%	61.26K	910.92K	61.26K	+100.00%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0%	0	-	-11K	-100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	24.02K	357.22K	57	+0.24%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	16.6K	246.87K	-6.32K	-27.58%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.1%	18.1K	269.19K	18.1K	+100.00%
Dec 31, 2025	SCARBOROUGH ADVISORS, LLC	0.1%	19.53K	290.41K	19.53K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.1%	19.64K	292.08K	-25.25K	-56.25%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.13%	23.78K	353.62K	23.78K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.13%	24.79K	368.61K	-3.87K	-13.51%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	24.99K	371.55K	-1.3K	-4.93%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.14%	25.52K	379.54K	-1.04K	-3.90%
Dec 31, 2025	WEALTHPLAN PARTNERS, LLC	0.14%	26.42K	392.87K	0	0
Dec 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.15%	28.8K	428K	341	+1.20%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	30.68K	456.13K	-1.62K	-5.03%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.17%	32.07K	477K	-335	-1.03%
Dec 31, 2025	XML FINANCIAL, LLC	0.17%	32.51K	483.35K	550	+1.72%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	33.05K	491.41K	33.05K	+100.00%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.21%	40.24K	598.35K	40.24K	+100.00%
Dec 31, 2025	COHEN & STEERS, INC.	0.24%	45K	669K	0	0
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.29%	80.71K	1.2M	-5.18K	-6.03%
Dec 31, 2025	UBS GROUP AG	0.35%	65.27K	970.62K	-5.1K	-7.25%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.4%	449.93K	6.69M	29.64K	+7.05%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-22.28K	-100.00%
Dec 31, 2025	EASTERN BANK	0%	0	-	-1	-100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0%	0	-	-11K	-100.00%
Dec 31, 2025	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0%	14	208	0	0
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	250	3.72K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	500	7.44K	0	0
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	600	8K	0	0
Dec 31, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0%	745	11.08K	0	0
Dec 31, 2025	KELLEHER FINANCIAL ADVISORS	0%	920	13.68K	0	0
Dec 31, 2025	COMERICA BANK	0.01%	3.65K	54.23K	-1.53K	-29.51%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	3.91K	58.14K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	6.48K	96.37M	6.48K	+100.00%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.04%	10.66K	158.43K	-2.54K	-19.27%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.04%	11.52K	171.3K	-1.87K	-13.97%
Dec 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.05%	14.01K	208.39K	0	0
Dec 31, 2025	PASADENA PRIVATE WEALTH, LLC	0.05%	10K	148.7K	10K	+100.00%
Dec 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.06%	17.21K	255.96K	256	+1.51%
Dec 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.06%	17.36K	258.13K	1.34K	+8.36%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.07%	19.03K	282.92K	0	0
Dec 31, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.07%	20K	297.4K	0	0
Dec 31, 2025	NOMURA HOLDINGS INC	0.07%	13.81K	205.38K	13.81K	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.08%	14.92K	221.89K	-238	-1.57%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	22.06K	328.09M	1.39K	+6.72%
Dec 31, 2025	ROYAL BANK OF CANADA	0.81%	152.6K	2.27M	1.2K	+0.80%
Dec 31, 2025	PLANCORP, LLC	0.09%	23.81K	354.01K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.51%	95.94K	1.43M	-14.9K	-13.44%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.52%	97.31K	1.45M	97.31K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.36%	256.15K	3.81M	21.57K	+9.19%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.02%	379.56K	5.64M	379.56K	+100.00%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.19%	35.06K	521.37K	35.06K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.2%	37.02K	550.41K	37.02K	+100.00%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.27%	49.77K	740.11K	201	+0.41%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.33%	62.64K	931.4K	62.64K	+100.00%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.47%	88.17K	1.31M	88.17K	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.07%	19.03K	287.86K	4.03K	+26.84%
Sep 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.04%	10.12K	153.13K	-2.11K	-17.26%
Sep 30, 2025	COMERICA BANK	0.02%	5.17K	78.28K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	3.91K	59.16K	0	0
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.31%	85.89K	1.3M	-18.24K	-17.52%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.18%	50.47K	763.62K	9.93K	+24.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	28.66K	433.64K	5.22K	+22.29%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.1%	26.56K	401.85K	2.76K	+11.59%
Sep 30, 2025	WEALTHPLAN PARTNERS, LLC	0.09%	26.42K	399.74K	-1.35K	-4.86%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	22.92K	346.84K	-23.08K	-50.17%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	15.77K	231.72K	-1.29K	-7.56%
Sep 30, 2025	OPPENHEIMER & CO INC	0.04%	11K	166.43K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.54%	151.39K	2.29M	-10.2K	-6.31%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.15%	41.05K	621.02K	500	+1.23%
Sep 30, 2025	UBS GROUP AG	0.25%	70.38K	1.06M	-35.16K	-33.32%
Sep 30, 2025	XML FINANCIAL, LLC	0.11%	31.96K	483.48K	-6.43K	-16.74%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	26.28K	397.67K	3	+0.01%
Sep 30, 2025	LPL FINANCIAL LLC	0.45%	126.91K	1.92M	8.35K	+7.04%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.35%	96.5K	1.46M	-40	-0.04%
Sep 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.06%	16.02K	242.38K	16.02K	+100.00%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.05%	15.16K	229.39K	15.16K	+100.00%
Sep 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.32%	88.45K	1.34M	-1.13K	-1.26%
Sep 30, 2025	PLANCORP, LLC	0.09%	23.81K	360.2K	7K	+41.65%
Sep 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.07%	20K	302.6K	0	0
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.17%	46.95K	710.34K	12K	+34.35%
Sep 30, 2025	COHEN & STEERS, INC.	0.16%	45K	681K	15K	+50.00%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.04%	12.14K	184.42K	12.14K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.5%	420.28K	6.36M	128.81K	+44.19%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.05%	292.23K	4.42M	-34.42K	-10.54%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.84%	234.58K	3.55M	-39.2K	-14.32%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.4%	110.84K	1.68M	-24.41K	-18.05%
Sep 30, 2025	JANE STREET GROUP, LLC	0.07%	20.68K	312.81K	20.68K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	15.66K	237.01K	-22	-0.14%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	95.57K	1.45M	-19.07K	-16.64%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.31%	87.27K	1.32M	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	22.28K	337K	-1.05K	-4.51%
Sep 30, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.06%	16.18K	244.76K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	44.9K	679.26K	1.21K	+2.78%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.12%	32.41K	490K	-1.4K	-4.14%
Sep 30, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0.11%	30K	453.9K	0	0
Sep 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.1%	28.46K	431K	5	+0.02%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	23.97K	362.62K	57	+0.24%
Sep 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.05%	14.01K	212.03K	0	0
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.05%	13.2K	199.69K	1.07K	+8.84%
Sep 30, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.01%	2K	30.26K	0	0
Sep 30, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0%	745	11.27K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	500	7.57K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	250	3.78K	0	0
Sep 30, 2025	EASTERN BANK	0%	1	15	1	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-36.88K	-100.00%
Sep 30, 2025	CALAMOS ADVISORS LLC	0%	0	-	-29.44K	-100.00%
Sep 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0%	0	-	-13.5K	-100.00%
Sep 30, 2025	STONEBROOK PRIVATE INC.	0%	0	-	-60.49K	-100.00%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.51%	700.52K	10.6M	218.8K	+45.42%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.03%	567.8K	8.59M	66.17K	+13.19%
Sep 30, 2025	MORGAN STANLEY	1.93%	538.15K	8.14M	-32.59K	-5.71%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.28%	78.13K	1.18M	78.13K	+100.00%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.18%	49.57K	750.01K	1.19K	+2.46%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	32.3K	488.68K	270	+0.84%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.06%	16.96K	256.56K	-5.51K	-24.51%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.04%	11K	167.09K	-1.62K	-12.82%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.3%	83.84K	1.27M	-6.96K	-7.67%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.05%	13.39K	202.46K	0	0
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.09%	25.32K	383K	-2.89K	-10.25%
Jun 30, 2025	WEALTHPLAN PARTNERS, LLC	0.1%	27.77K	410.73K	27.77K	+100.00%
Jun 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.05%	13.5K	199.67K	-14.5K	-51.79%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	15.69K	232K	-338	-2.11%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	15K	221.85K	15K	+100.00%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.05%	14.01K	207.27K	0	0
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.05%	13.39K	197.37K	0	0
Jun 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.04%	12.23K	180.92K	-148	-1.20%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.04%	12.13K	179.35K	-6.91K	-36.31%
Jun 30, 2025	OPPENHEIMER & CO INC	0.04%	11K	162.69K	300	+2.80%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	26.28K	388.68K	-4.69K	-15.15%
Jun 30, 2025	MORGAN STANLEY	2.04%	570.74K	8.44B	2.31K	+0.41%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.05%	12.62K	187.37K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0%	0	-	-20K	-100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-14.26K	-100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0%	0	-	-2K	-100.00%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	0	-	-23.68K	-100.00%
Jun 30, 2025	LOGAN STONE CAPITAL, LLC	0.05%	12.8K	189.34K	-54.92K	-81.10%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.16%	43.68K	646.04K	4.56K	+11.66%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	32.03K	473.71K	-134	-0.42%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	17.06K	252.34K	-4.45K	-20.68%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	23.91K	353.63K	23.91K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.09%	23.8K	352.02K	-10.83K	-31.28%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.48%	135.25K	2M	3.36K	+2.55%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	500	7.4K	0	0
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0%	0	-	-26.25K	-100.00%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-55.43K	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.8%	501.64K	7.42M	108.29K	+27.53%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.72%	481.72K	7.12M	121.74K	+33.82%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.37%	104.13K	1.54M	16.34K	+18.61%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.35%	96.54K	1.43M	24.69K	+34.35%
Jun 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.32%	89.58K	1.32M	-2.53K	-2.74%
Jun 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.31%	87.27K	1.29M	-22.35K	-20.39%
Jun 30, 2025	STONEBROOK PRIVATE INC.	0.22%	60.49K	894.68K	-2.39K	-3.79%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.12%	33.81K	500K	-700	-2.03%
Jun 30, 2025	CALAMOS ADVISORS LLC	0.11%	29.44K	435.36K	9.64K	+48.67%
Jun 30, 2025	LPL FINANCIAL LLC	0.42%	118.56K	1.75M	-239	-0.20%
Jun 30, 2025		0.17%	48.38K	715.57K	48.15K	+21,120.18%
Jun 30, 2025	XML FINANCIAL, LLC	0.14%	38.38K	567.64K	0	0
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.1%	28.21K	417K	28.21K	+100.00%
Jun 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.1%	28.46K	421K	11	+0.04%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.08%	22.46K	332.22K	4.33K	+23.86%
Jun 30, 2025	PLANCORP, LLC	0.06%	16.81K	248.58K	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.08%	23.44K	346.63K	-6.51K	-21.75%
Jun 30, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0.11%	30K	443.7K	30K	+100.00%
Jun 30, 2025	COHEN & STEERS, INC.	0.11%	30K	444K	0	0
Jun 30, 2025	SUMMIT X, LLC	0.11%	30.16K	446.08K	-8.26K	-21.49%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.13%	34.95K	516.84K	3.33K	+10.53%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.13%	36.88K	545.46K	24.31K	+193.35%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.15%	40.55K	599.66K	333	+0.83%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	46.01K	680.43K	-7.21K	-13.54%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	114.64K	1.7M	18.69K	+19.48%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.98%	273.78K	4.05M	-26.03K	-8.68%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	23.34K	345K	0	0
Jun 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.07%	20K	295.8K	0	0
Jun 30, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.06%	16.18K	239.26K	-4.38K	-21.29%
Jun 30, 2025	UBS GROUP AG	0.38%	105.54K	1.56M	-7.78K	-6.87%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.15%	40.55K	599.66M	333	+0.83%
Jun 30, 2025	INTELLUS ADVISORS LLC	0.33%	90.81K	1.34M	2.25K	+2.54%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.17%	48.38K	715.57K	48.15K	+21,120.18%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.04%	291.48K	4.31M	163.61K	+127.96%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.17%	326.65K	4.83M	13.58K	+4.34%
Jun 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0%	0	-	-12.14K	-100.00%
Jun 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0%	0	-	-17.42K	-100.00%
Jun 30, 2025	SIGNATUREFD, LLC	0%	0	-	-8	-100.00%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	600	8K	600	+100.00%
Jun 30, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.01%	2K	29.58K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	3.91K	57.83K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.58%	161.59K	2.39M	-601	-0.37%
Mar 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.17%	31.62K	476.78K	9.68K	+44.09%
Mar 31, 2025	MORGAN STANLEY	3.03%	568.43K	8.57M	27.79K	+5.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	21.51K	324.38K	-2.52K	-10.47%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	23.34K	352K	8.1K	+53.19%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.38%	71.86K	1.08M	15.53K	+27.57%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.47%	87.79K	1.32M	544	+0.62%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.1%	19.04K	287.13K	191	+1.01%
Mar 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.15%	28K	422.24K	-6.53K	-18.90%
Mar 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.15%	28.44K	429K	330	+1.17%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.16%	29.95K	451.65K	-138.95K	-82.27%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.6%	299.81K	4.52M	61.41K	+25.76%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.67%	313.07K	4.72M	4.63K	+1.50%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.92%	359.98K	5.43M	240.07K	+200.21%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.09%	393.35K	5.93M	171.64K	+77.41%
Mar 31, 2025	PLANCORP, LLC	0.09%	16.81K	253.45K	16.81K	+100.00%
Mar 31, 2025	COHEN & STEERS, INC.	0.16%	30K	452K	30K	+100.00%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.3%	55.43K	835.87K	-25.93K	-31.87%
Mar 31, 2025	STONEBROOK PRIVATE INC.	0.33%	62.88K	948.19K	-13.02K	-17.15%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	95.95K	1.45M	3.3K	+3.56%
Mar 31, 2025	LOGAN STONE CAPITAL, LLC	0.36%	67.72K	1.02M	-14.3K	-17.43%
Mar 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.49%	92.11K	1.39M	2.76K	+3.09%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	16.02K	241.63K	16.02K	+100.00%
Mar 31, 2025	CALAMOS ADVISORS LLC	0.11%	19.8K	298.58K	-792	-3.85%
Mar 31, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.11%	20K	301.6K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	30.97K	467.06K	1.05K	+3.52%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.18%	34.51K	520K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	14.26K	215K	1.51K	+11.81%
Mar 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.1%	18.14K	273.47K	4.47K	+32.72%
Mar 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.09%	17.42K	262.65K	3.08K	+21.52%
Mar 31, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.11%	20.55K	309.93K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.86%	162.19K	2.45M	17.39K	+12.01%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.7%	131.89K	1.99M	-1.55K	-1.16%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.68%	127.86K	1.93M	105.04K	+460.34%
Mar 31, 2025	LPL FINANCIAL LLC	0.63%	118.8K	1.79M	39.99K	+50.74%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.21%	39.12K	589.94K	-2.75K	-6.57%
Mar 31, 2025	SUMMIT X, LLC	0.2%	38.42K	579.35K	13.68K	+55.28%
Mar 31, 2025	XML FINANCIAL, LLC	0.2%	38.38K	578.77K	-9.17K	-19.28%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.18%	34.63K	522.28K	-737	-2.08%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	32.16K	485.02K	-1.4K	-4.17%
Mar 31, 2025	LPF ADVISORS LLC	0.17%	31K	467.41K	-385	-1.23%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.28%	53.21K	802.45K	31.5K	+145.07%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	40.21K	606.4K	40.21K	+100.00%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.21%	40.21K	606.4K	40.21K	+100.00%
Mar 31, 2025		0.21%	40.15K	605.46K	150	+0.38%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.14%	26.25K	395.88K	-61.81K	-70.19%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.13%	23.68K	362.68K	23.68K	+100.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.11%	20K	301.6K	20K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.6%	113.32K	1.71M	-53.26K	-31.97%
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.58%	109.61K	1.65M	-91.39K	-45.47%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	36.25K	592.63K	-818	-2.21%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	41.71K	681.93K	-464	-1.10%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.21%	58.55K	957.28K	-9.12K	-13.47%
Mar 31, 2024	ARCHPOINT INVESTORS	0.39%	109.51K	1.79M	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.47%	129.99K	2.13M	5.58K	+4.49%
Mar 31, 2024	UBS GROUP AG	0.48%	133.01K	2.17M	-12.47K	-8.57%
Mar 31, 2024	ROYAL BANK OF CANADA	0.52%	144.65K	2.37M	11.95K	+9.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.63%	176.13K	2.88M	58.12K	+49.25%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.72%	200.25K	3.27M	-12.97K	-6.08%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.79%	219.29K	3.59M	-70.13K	-24.23%
Mar 31, 2024	ALMITAS CAPITAL LLC	0.8%	224.62K	3.67M	-72.38K	-24.37%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.89%	247.65K	4.05M	-97.5K	-28.25%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.96%	268.21K	4.39M	1.25K	+0.47%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	38.08K	622.56K	-4.37K	-10.30%
Mar 31, 2024	COHEN & STEERS, INC.	0.14%	39.5K	646K	-15K	-27.52%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.16%	45.26K	740K	-47.3K	-51.10%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.16%	45.56K	744.86K	45.56K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.17%	47.57K	777.71K	-1.23K	-2.52%
Mar 31, 2024	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.19%	52K	850.14K	-4.69K	-8.28%
Mar 31, 2024	JANE STREET GROUP, LLC	0.62%	172.63K	2.82M	172.63K	+100.00%
Mar 31, 2024	XML FINANCIAL, LLC	0.63%	176.3K	2.88M	-47.45K	-21.21%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.04%	10.93K	175.65K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	11.33K	185.3K	11.33K	+100.00%
Mar 31, 2024	LEGACY FINANCIAL STRATEGIES, LLC	0.04%	11.91K	194.64K	-1.17K	-8.95%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.04%	12.32K	201.48K	-3.74K	-23.27%
Mar 31, 2024	NEXT LEVEL PRIVATE LLC	0.04%	12.5K	204.38K	0	0
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	12.5K	204.38K	-12.4K	-49.80%
Mar 31, 2024	BRANDYWINE OAK PRIVATE WEALTH LLC	0.05%	14K	228.9K	-400	-2.78%
Mar 31, 2024	COMPASS FINANCIAL GROUP, INC/SD	0.05%	14.01K	229.13K	0	0
Mar 31, 2024	SOVEREIGN FINANCIAL GROUP, INC.	0.05%	14.99K	245.14K	123	+0.83%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.06%	16.16K	264.15K	34	+0.21%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.07%	19.33K	316K	-13.26K	-40.70%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.07%	20.29K	331.78K	-220	-1.07%
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	0.23%	63.23K	1.03M	5.4K	+9.34%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.25%	69.01K	1.13M	5.3K	+8.32%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.35%	97.69K	1.6M	1.17K	+1.21%
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.39%	108.05K	1.77M	-119	-0.11%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1%	279.48K	4.57M	8.66K	+3.20%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	2.56%	713.87K	11.67M	274.36K	+62.42%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	24.23K	396.11K	12.45K	+105.75%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.09%	24.55K	401K	-352	-1.41%
Mar 31, 2024	ROVIN CAPITAL /UT/ /ADV	0.1%	26.66K	436K	5.51K	+26.08%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.1%	28.34K	455.12K	-4.27K	-13.09%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	28.83K	471.33K	818	+2.92%
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.1%	29.01K	474.32K	-972	-3.24%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	31.01K	507.04K	2	+0.01%
Mar 31, 2024	LPF ADVISORS LLC	0.12%	32.12K	525.12K	17	+0.05%
Mar 31, 2024	INVESCO LTD.	0.12%	32.49K	531.2K	-15.97K	-32.95%
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.39%	108.75K	1.78M	22.3K	+25.80%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.96%	268.15K	4.37M	22.66K	+9.23%
Mar 31, 2024	MORGAN STANLEY	3.12%	871.57K	14.25M	-65.29K	-6.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.24%	903.75K	14.78M	-35.6K	-3.79%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	16.7K	273K	16.7K	+100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.06%	17.89K	292.54K	0	0
Mar 31, 2024	EUDAIMONIA PARTNERS, LLC	0.06%	17.98K	293.94K	0	0
Mar 31, 2024	BISON WEALTH, LLC	0.07%	19.22K	314.22K	326	+1.73%
Mar 31, 2024	SUMMIT X, LLC	0.07%	20.76K	339.39K	-4.3K	-17.15%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	24.24K	396.36K	-26.08K	-51.83%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.13%	35.1K	573.83K	6.87K	+24.33%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.13%	35.71K	584K	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.06%	16.12K	261.98K	36	+0.22%
Dec 31, 2023	ARCHPOINT INVESTORS	0.39%	109.51K	1.78M	28K	+34.35%
Dec 31, 2023	LPL FINANCIAL LLC	0.42%	118.01K	1.92M	-50.12K	-29.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.37%	939.34K	15.26M	-67.33K	-6.69%
Dec 31, 2023	MORGAN STANLEY	3.36%	936.86K	15.22M	-200.05K	-17.60%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.45%	124.41K	2.02M	-41.02K	-24.79%
Dec 31, 2023	ROYAL BANK OF CANADA	0.48%	132.71K	2.16M	-23.91K	-15.27%
Dec 31, 2023	UBS GROUP AG	0.52%	145.49K	2.36M	-19.87K	-12.02%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.76%	213.22K	3.46M	213.22K	+100.00%
Dec 31, 2023	XML FINANCIAL, LLC	0.8%	223.75K	3.64M	-123.18K	-35.51%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.88%	245.49K	3.96M	7.49K	+3.15%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.96%	266.95K	4.34M	60.33K	+29.19%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.04%	289.42K	4.7M	-73.87K	-20.33%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.12%	32.59K	529.6K	32.59K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.97%	270.82K	4.4M	42.16K	+18.44%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.1%	28.23K	458.71K	9.55K	+51.13%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	28.01K	455.16K	-1.88K	-6.28%
Dec 31, 2023	SUMMIT X, LLC	0.09%	25.05K	407.1K	6K	+31.51%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.09%	24.9K	404.63K	-1K	-3.86%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.09%	24.9K	405K	-1.59K	-6.01%
Dec 31, 2023	INVESCO LTD.	0.17%	48.45K	787.38K	-3.45K	-6.64%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.17%	48.8K	792.92K	-3.04K	-5.86%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.18%	50.33K	817.78K	50.33K	+100.00%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	42.17K	685.3K	-1.95K	-4.42%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.13%	37.06K	602.3K	-4.31K	-10.42%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.13%	35.71K	580K	35.71K	+100.00%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.12%	34.82K	565.79K	34.82K	+100.00%
Dec 31, 2023	JGP WEALTH MANAGEMENT, LLC	0.12%	32.92K	534.92K	32.92K	+100.00%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.12%	32.61K	529.88K	-1.01K	-3.01%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.57%	439.51K	7.14M	439.51K	+100.00%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.24%	345.15K	5.61M	-17.85K	-4.92%
Dec 31, 2023	COHEN & STEERS, INC.	0.2%	54.5K	886K	34.5K	+172.51%
Dec 31, 2023	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.2%	56.69K	921.18K	-2K	-3.41%
Dec 31, 2023	PROVISE MANAGEMENT GROUP, LLC	0.21%	57.83K	939.74K	-15.1K	-20.70%
Dec 31, 2023	GRANITE BAY WEALTH MANAGEMENT, LLC	0.21%	58.59K	904K	0	0
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.23%	63.71K	1.04M	-5.8K	-8.34%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.24%	67.67K	1.1M	-9.72K	-12.56%
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.31%	86.45K	1.4M	-47.63K	-35.52%
Dec 31, 2023	ROVIN CAPITAL /UT/ /ADV	0.08%	21.14K	344K	258	+1.24%
Dec 31, 2023	ALMITAS CAPITAL LLC	1.06%	297K	4.83M	297K	+100.00%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.07%	20.51K	333.34K	-3.18K	-13.41%
Dec 31, 2023	BISON WEALTH, LLC	0.07%	18.89K	306.99K	-4.65K	-19.73%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	31.01K	503.9K	-44.9K	-59.15%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	42.45K	689.78K	713	+1.71%
Dec 31, 2023		0.11%	29.98K	487.21K	29.98K	+100.00%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.06%	17.89K	290.75K	17.53K	+4,842.54%
Dec 31, 2023	SNOWDEN CAPITAL ADVISORS LLC	0.06%	16.18K	263K	-15K	-48.11%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.33%	92.56K	1.5M	92.56K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.35%	96.52K	1.57M	10	+0.01%
Dec 31, 2023	EUDAIMONIA PARTNERS, LLC	0.06%	17.98K	292.14K	17.98K	+100.00%

Insiders

Among the MMD insiders holding of N/A of the stake in company, BRODY CHRISTOPHER W, director, holds the largest shares of 50K. NOLAN RICHARD H JR, director, is the second largest MMD insider with ownership of 25K shares. KIM JOHN Y, director, stands third with possession of 19.9K shares of that stake.

Insiders	Designation	Shares Held
BRODY CHRISTOPHER W	director	50K
NOLAN RICHARD H JR	director	25K
KIM JOHN Y	director	19.9K
HUNG YIE-HSIN	director	12K
LAWLOR JOHN J	Portfolio Manager	4.5K
DOWDEN DAVID	Portfolio Manager	3.3K
SPRAUER SCOTT		2K
LAWTON DREW		1
DIMELLA ROBERT A	Portfolio Manager	0
PHLEGAR JEFFREY S		0
DENLINGER MICHAEL		0
LOFFREDO JOHN M		0
NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC		0
FISHER STEPHEN P.	President	0
PETTY MICHAEL	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 25, 2025	DIMELLA ROBERT A	SALE	14.92	1	10.67	0
Nov 20, 2025	DIMELLA ROBERT A	SALE	14.84	11.97K	177.56K	0
Jan 17, 2025	DOWDEN DAVID	PURCHASE	14.92	3.3K	49.25K	3.3K
Jan 14, 2025	LAWLOR JOHN J	PURCHASE	14.74	2K	29.48K	4.5K
Nov 20, 2024	LAWLOR JOHN J	PURCHASE	15.79	2.5K	39.48K	2.5K
Aug 18, 2023	DENLINGER MICHAEL	SALE	16.67	0	1.11	0
Aug 07, 2023	DENLINGER MICHAEL	SALE	16.86	4.57K	76.98K	0
Jul 10, 2023	DENLINGER MICHAEL	SALE	16.95	4.33K	73.31K	4.55K
Nov 22, 2022	PETTY MICHAEL	SALE	16.21	0	5.11	0
Nov 21, 2022	PETTY MICHAEL	SALE	16.15	1.71K	27.6K	0
Oct 11, 2022	DENLINGER MICHAEL	PURCHASE	15.75	855	13.47K	8.54K
May 13, 2022	DENLINGER MICHAEL	PURCHASE	17.23	3.25K	56K	7.52K
Apr 12, 2022	DIMELLA ROBERT A	PURCHASE	17.90	10K	178.96K	10K
Apr 12, 2022	SPRAUER SCOTT	PURCHASE	17.89	2K	35.78K	2K
Apr 08, 2022	DENLINGER MICHAEL	PURCHASE	18.15	4.25K	77.14K	4.25K
May 21, 2021	HUNG YIE-HSIN	PURCHASE	22.39	400	8.96K	12K
May 12, 2021	PHLEGAR JEFFREY S	SALE	22.87	2.5K	57.18K	0
May 12, 2021	LAWLOR JOHN J	SALE	22.66	3K	67.99K	0
May 10, 2021	DIMELLA ROBERT A	SALE	22.84	244	5.57K	0
May 07, 2021	DIMELLA ROBERT A	SALE	22.90	3.99K	91.27K	564
Mar 19, 2021	HUNG YIE-HSIN	PURCHASE	21.30	11.6K	247.08K	11.6K
Jan 15, 2020	DIMELLA ROBERT A	SALE	21.90	2.04K	44.68K	9.37K
Mar 07, 2019	NOLAN RICHARD H JR	PURCHASE	20.30	25K	507.5K	25K
Dec 06, 2018	DIMELLA ROBERT A	SALE	20.03	4.94K	98.87K	5.96K
Jan 11, 2017	FISHER STEPHEN P.	SALE	19.05	300	5.71K	0
May 06, 2016	DOWDEN DAVID	SALE	20.21	1.5K	30.31K	0
May 06, 2016	LOFFREDO JOHN M	SALE	20.12	54	1.09K	0
May 05, 2016	LOFFREDO JOHN M	SALE	20.11	1.4K	28.15K	0
Feb 25, 2015	NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC	SALE	18.60	6.3K	117.25K	0
Apr 21, 2014	LAWTON DREW	SALE	17.05	5.83K	99.47K	1
Apr 17, 2014	LAWTON DREW	SALE	17.04	2.5K	42.6K	5.84K
Mar 24, 2014	LAWTON DREW	SALE	17.08	400	6.83K	10.16K
Mar 19, 2014	LAWTON DREW	SALE	17.05	2.57K	43.89K	20.16K
Mar 06, 2014	LAWTON DREW	SALE	17.10	800	13.68K	22.74K
Feb 19, 2014	FISHER STEPHEN P.	SALE	16.91	2K	33.82K	0
Sep 16, 2013	KIM JOHN Y	PURCHASE	15.85	5K	79.25K	19.9K
Jun 27, 2012	DIMELLA ROBERT A	PURCHASE	20.00	2.5K	50K	2.5K
Jun 27, 2012	PHLEGAR JEFFREY S	PURCHASE	20.00	2.5K	50K	2.5K
Mar 22, 2004	BRODY CHRISTOPHER W	SALE	0.00	0	-	50K

Frequently Asked Questions