How many institutions own MMT 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 MMT shares is 100, representing 40.76% of the company's common stock.

Who are the major shareholders selling Aberdeen Multi-Market Income Fund stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in MMT by -23.19% restricting it's holding to 23.61 thousand shares of worth nearly $109.10K. AMERIPRISE FINANCIAL INC also lessened -4.55% of the MMT shares from its portfolio, reducing its holding to 24.98 thousand shares of worth $115.42K. PINNACLE WEALTH PLANNING SERVICES, INC. also shunned MMT shares holding by -24.81% last quarter which brought its holding to 5.96 thousand shares worth $27.53K.

Investors who are buying MMT stock?

As per its latest 13F filing, FRANKLIN RESOURCES INC increased its stake in MMT by 21.24% in the last quarter. The institutional holder raised its holding to 20.61 thousand shares having worth more than $95.22K. SIT INVESTMENT ASSOCIATES INC also added 26.97% more shares of MMT to its portfolio, raising its holding to 815.33 thousand shares of worth $3.77M. WEDBUSH SECURITIES INC also increased its MMT shares holding by 0.28% which brought its holding to 11.57 thousand shares worth $53.00K.

MMT's major insiders: who are they?

The insider with the most stakes in MMT is Buller Steven E , director at the company. Additionally, MMT stock is highly held by director COHN LAWRENCE H and director Reit Todd among others.

Did an insider recently sell MMT stock?

Company executives, directors, and other insiders own N/A percent of Aberdeen Multi-Market Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which MMT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MMT stock?

There have been 1 transaction(s) during the past 6-months in which Aberdeen Multi-Market Income Fund insiders have bought stock, totalling 2500 shares

How much of MMT does insiders own?

Around 2.5K Aberdeen Multi-Market Income Fund shares are held by insiders, which represents about N/A of MMT stock.

Who is the insider with the largest stake?

MMT director, Buller Steven E holds the largest portfolio of the company's shares. MMT shares owned by Buller total nearly 11.18 thousand.

Which institution holds the most shares in MMT?

WELLS FARGO & COMPANY/MN is the largest institutional owner in MMT which holds 23.61 thousand shares worth $109.10K or 0.04% of the total MMT shares outstanding followed by AMERIPRISE FINANCIAL INC with ownership of 24.98 thousand shares representing 0.05% of the MMT ownership. FRANKLIN RESOURCES INC is the third largest stakeholder with 20.61 thousand shares or 0.04% of the ownership worth more than $95.22K.

Is Aberdeen Multi-Market Income Fund stock optionable?

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

Is there a short position on MMT's shares?

Number of MMT 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 MMT shares are there?

As of today, null shares of MMT are outstanding.

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

MMT 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 MMT is null.

Aberdeen Multi-Market Income Fund (MMT) 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

40.76% Percentage of Shares held by All Institutions

40.76% Percentage of Float held by Institutions

100

Number of Institutions Holding Shares

Institutional Ownership

About 40.76% of MMT shares are held by financial institutions. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 23.61K shares valued at $109.10K. A 0.04% stake in Aberdeen Multi-Market Income Fund is owned by the company. AMERIPRISE FINANCIAL INC owns 24.98K shares valued at $115.42K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.04%	23.61K	109.1K	-7.13K	-23.19%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.05%	24.98K	115.42K	-1.19K	-4.55%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.04%	20.61K	95.22K	3.61K	+21.24%
Mar 31, 2026	HOERTKORN RICHARD CHARLES	0.04%	22K	101.64K	0	0
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	1.34%	730.28K	3.37M	0	0
Mar 31, 2026	CONNECTICUT WEALTH MANAGEMENT, LLC	0.1%	53.88K	248.93K	0	0
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	1.49%	815.33K	3.77M	173.17K	+26.97%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.01%	4.49K	20.62K	0	0
Mar 31, 2026	WEST BRANCH CAPITAL LLC	0.01%	5K	23.1K	0	0
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	5.96K	27.53K	-1.97K	-24.81%
Mar 31, 2026	FOUNDERS CAPITAL MANAGEMENT	0.01%	6.27K	28.97K	0	0
Mar 31, 2026	PROCYON ADVISORS, LLC	0.02%	10.84K	50.1K	-9K	-45.35%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.02%	11.57K	53K	32	+0.28%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.02%	12.18K	56.27K	-427	-3.39%
Mar 31, 2026	MARINER, LLC	0.03%	14.09K	63.99K	-993	-6.58%
Mar 31, 2026	BROADWAY WEALTH SOLUTIONS, INC.	0.03%	14.9K	68.84K	0	0
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.03%	15.5K	71.61K	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.03%	17.77K	82.11K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.03%	18.12K	83.69K	-6.47K	-26.31%
Mar 31, 2026	INVESCO LTD.	1.18%	647.71K	2.99M	-13.25K	-2.00%
Mar 31, 2026	MORGAN STANLEY	4.74%	2.59M	11.98M	-253.56K	-8.91%
Mar 31, 2026	RESURGENT FINANCIAL ADVISORS LLC	0.05%	27.44K	126.79K	27.44K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.05%	28.65K	132.34K	0	0
Mar 31, 2026	OAK HARBOR WEALTH PARTNERS, LLC	0.05%	29.06K	134.27K	0	0
Mar 31, 2026	LAZARD ASSET MANAGEMENT LLC	0.06%	31.62K	146.09K	0	0
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	32.41K	149.71K	1.48K	+4.79%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	33.34K	154K	-18K	-35.06%
Mar 31, 2026		0.04%	24.31K	112.31K	72	+0.30%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.31%	3.45M	15.94M	106.88K	+3.20%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	22.1K	102.12K	1.08K	+5.15%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.04%	24.55K	114.16K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.1%	52K	240.24K	-7.36K	-12.40%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.17%	90.67K	418.87K	-8.87K	-8.91%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	183.05K	845.68K	-2.48K	-1.33%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	235.83K	1.09M	0	0
Mar 31, 2026	YAKIRA CAPITAL MANAGEMENT, INC.	0.1%	53.75K	248.32K	53.75K	+100.00%
Mar 31, 2026	NORTHSTAR FINANCIAL COMPANIES, INC.	0.1%	52.64K	243.21K	-1.76K	-3.24%
Mar 31, 2026	COHEN & STEERS, INC.	0.6%	329.6K	1.52M	0	0
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.62%	337.19K	1.56M	337.19K	+100.00%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.8%	437.58K	2.02M	-154.71K	-26.12%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.11%	58.88K	272.04K	-8.35K	-12.42%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.04%	19.26K	88.96K	0	0
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.16%	88.91K	410.78K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.94%	513.49K	2.37M	-10.23K	-1.95%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.09%	50.5K	233.31K	0	0
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.09%	46.45K	214.61K	578	+1.26%
Mar 31, 2026	MGO ONE SEVEN LLC	0.08%	44.41K	205.17K	-1.6K	-3.47%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	42.82K	197.82K	13.63K	+46.71%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.06%	1.13M	5.21M	198.52K	+21.36%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	1.62%	884.37K	4.09M	490.27K	+124.40%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	20.09K	92.83K	92	+0.46%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.33%	178.12K	822.9K	76.76K	+75.73%
Mar 31, 2026	UBS GROUP AG	0.29%	160.31K	740.64K	-19.08K	-10.64%
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.29%	158.95K	734.33K	613	+0.39%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.27%	149.78K	691.96K	-56.45K	-27.37%
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	119.01K	550K	-7.42K	-5.87%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.11%	60.75K	280.65K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.21%	112.83K	521.25K	112.83K	+100.00%
Mar 31, 2026	BEY-DOUGLAS LLC	0.08%	41.49K	191.69K	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.07%	37.5K	173.25K	0	0
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.05%	26.1K	120.58K	0	0
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.04%	23.77K	110.54K	0	0
Dec 31, 2025	HRT FINANCIAL LP	0.04%	24.07K	111K	24.07K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	8.62K	40.07K	-5.69K	-39.78%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.05%	26.17K	121.71K	-2.7K	-9.34%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	27.35K	127.17K	-11.19K	-29.04%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.02%	10.77K	50K	546	+5.34%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.02%	11.54K	54K	-3.21K	-21.77%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.02%	12.61K	58.62K	-234	-1.82%
Dec 31, 2025	BROADWAY WEALTH SOLUTIONS, INC.	0.03%	14.9K	69.29K	0	0
Dec 31, 2025	MARINER, LLC	0.03%	15.09K	70.16K	-86	-0.57%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	15.5K	72.08K	15.5K	+100.00%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.03%	17K	79.05K	0	0
Dec 31, 2025	NORTHSTAR FINANCIAL COMPANIES, INC.	0.1%	54.4K	252.98K	-290	-0.53%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.16%	88.91K	413.44K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.23%	126.42K	588K	-2.99K	-2.31%
Dec 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.29%	158.33K	736.25K	789	+0.50%
Dec 31, 2025	UBS GROUP AG	0.33%	179.39K	834.17K	-4.02K	-2.19%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	185.52K	862.67K	-2.15K	-1.15%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.38%	206.22K	958.94K	-3.56K	-1.70%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.04%	24.55K	114.16K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	29.18K	135.71K	29.18K	+100.00%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.08%	45.88K	213.32K	564	+1.24%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.09%	50.5K	234.83K	13K	+34.67%
Dec 31, 2025		0.04%	24.24K	112.7K	-29	-0.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	29.92K	139.14K	695	+2.38%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	31.62K	147.03K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	59.36K	276.02K	-2.06K	-3.36%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.11%	60.75K	282.47K	0	0
Dec 31, 2025	INVESCO LTD.	1.2%	660.96K	3.07M	-110.43K	-14.32%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	1.33%	730.28K	3.4M	-86.76K	-10.62%
Dec 31, 2025	TCTC HOLDINGS, LLC	0.01%	5.85K	27.2K	0	0
Dec 31, 2025	FOUNDERS CAPITAL MANAGEMENT	0.01%	6.27K	29.16K	0	0
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	7.93K	36.85K	7.93K	+100.00%
Dec 31, 2025	MORGAN STANLEY	5.18%	2.85M	13.23M	-34.04K	-1.18%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.09%	3.34M	15.55M	7.22K	+0.22%
Dec 31, 2025	JANE STREET GROUP, LLC	0.04%	24.58K	114.31K	24.58K	+100.00%
Dec 31, 2025	COHEN & STEERS, INC.	0.6%	329.6K	1.53M	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.69%	378.19K	1.76M	4.29K	+1.15%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.05%	26.1K	121.37K	0	0
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.05%	26.52K	123.32K	26.52K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.05%	28.65K	133.2K	0	0
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.12%	67.23K	312.64K	67.23K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	235.83K	1.1M	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.72%	394.1K	1.83M	394.1K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.95%	523.73K	2.44M	-33.86K	-6.07%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	33.9K	157.62K	31.9K	+1,594.80%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	17.77K	82.64K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.03%	18.3K	85.07M	18.3K	+100.00%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	19.26K	89.54K	19.26K	+100.00%
Dec 31, 2025	PROCYON ADVISORS, LLC	0.04%	19.84K	92.28K	19.84K	+100.00%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.04%	20.09K	93.42K	20.09K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	21.02K	97.74K	0	0
Dec 31, 2025	HOERTKORN RICHARD CHARLES	0.04%	22K	102.3K	0	0
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.04%	23.77K	110.54K	0	0
Dec 31, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0.05%	29.06K	135.14K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	30.74K	142.96K	-6.46K	-17.35%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	30.92K	143.8K	3.88K	+14.36%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.07%	37.5K	174.38K	0	0
Dec 31, 2025	BEY-DOUGLAS LLC	0.08%	41.49K	192.93K	0	0
Dec 31, 2025	MGO ONE SEVEN LLC	0.08%	46K	213.92K	-2.6K	-5.35%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	51.34K	239K	-33.8K	-39.70%
Dec 31, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.1%	53.88K	250.54K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	99.53K	462.83K	-3.48K	-3.38%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	101.36K	471.33K	-60.28K	-37.29%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.41%	227.37K	1.06M	-7.36K	-3.13%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	1.08%	592.29K	2.75M	-11.02K	-1.83%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.17%	642.16K	2.99M	359.5K	+127.19%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.69%	929.2K	4.32M	18.3K	+2.01%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	103.01K	490.87K	-1.71K	-1.64%
Sep 30, 2025	ROYAL BANK OF CANADA	0.24%	129.42K	618K	-17.74K	-12.06%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	29.23K	139.71K	359	+1.24%
Sep 30, 2025	COHEN & STEERS, INC.	0.61%	329.6K	1.58M	0	0
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.53%	282.66K	1.35M	249.67K	+756.80%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.29%	157.54K	748.33K	383	+0.24%
Sep 30, 2025	NORTHSTAR FINANCIAL COMPANIES, INC.	0.1%	54.69K	261.44K	236	+0.43%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	31.62K	151.14K	0	0
Sep 30, 2025	COLONY GROUP, LLC	0.05%	28.65K	136.92K	0	0
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.04%	23.77K	113.63K	-3.44K	-12.64%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.03%	14.64K	69.97K	14.64K	+100.00%
Sep 30, 2025	MORGAN STANLEY	5.37%	2.88M	13.77M	27.27K	+0.96%
Sep 30, 2025	FOUNDERS CAPITAL MANAGEMENT	0.01%	6.27K	29.97K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	7.91K	37.81K	0	0
Sep 30, 2025	IMPACT CAPITAL PARTNERS LLC	0.02%	10K	47.8K	10K	+100.00%
Sep 30, 2025	NORTH CAPITAL, INC.	0.02%	10K	47.81K	10K	+100.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.02%	10.23K	49K	10.23K	+100.00%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.02%	10.95K	52.32K	-32.73K	-74.94%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.08%	45.31K	216.59K	544	+1.22%
Sep 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.1%	53.88K	257.55K	53.88K	+100.00%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.07%	38.54K	184.22K	-6.7K	-14.80%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.11%	60.75K	290.36K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	20K	95.6K	20K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	21.02K	100.48K	0	0
Sep 30, 2025	HOERTKORN RICHARD CHARLES	0.04%	22K	105.16K	0	0
Sep 30, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0.05%	29.06K	138.92K	0	0
Sep 30, 2025	BROADWAY WEALTH SOLUTIONS, INC.	0.03%	14.9K	71.22K	0	0
Sep 30, 2025	MGO ONE SEVEN LLC	0.09%	48.6K	232.32K	-6	-0.01%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.07%	37.5K	155.35K	10K	+36.36%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	61.42K	293.59K	-4.28K	-6.51%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	85.14K	407K	-2K	-2.30%
Sep 30, 2025	FOX HILL WEALTH MANAGEMENT	0.02%	12.37K	59.13K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.04%	557.59K	2.67M	45.18K	+8.82%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.22%	3.34M	15.95M	66.7K	+2.04%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	27.04K	129.26K	11.91K	+78.74%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.44%	234.73K	1.12M	9.35K	+4.15%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.44%	235.83K	1.13M	0	0
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.02%	12.84K	61.38K	-91	-0.70%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	14.31K	68.4K	14.31K	+100.00%
Sep 30, 2025		0.05%	24.27K	115.99K	166	+0.69%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.05%	24.55K	117.35K	0	0
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.05%	26.1K	124.76K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.05%	28.87K	138.01K	1.36K	+4.94%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	37.2K	177.82K	-12.56K	-25.24%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.07%	37.5K	179.25K	0	0
Sep 30, 2025	BEY-DOUGLAS LLC	0.08%	41.49K	198.33K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.7%	373.9K	1.79M	3.31K	+0.89%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	1.12%	603.31K	2.88M	98.8K	+19.58%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.52%	817.04K	3.91M	-43.5K	-5.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.7%	910.9K	4.35M	-2.77K	-0.30%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.03%	14.75K	71K	97	+0.66%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.03%	17K	81.26K	-3.61K	-17.52%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	17.77K	84.95K	-1.5K	-7.78%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.17%	88.91K	425K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.3%	161.64K	772.64K	-8.6K	-5.05%
Sep 30, 2025	UBS GROUP AG	0.34%	183.41K	876.7K	-449	-0.24%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	187.68K	897K	-18.9K	-9.15%
Sep 30, 2025	MARINER, LLC	0.03%	15.17K	72.53K	-1.91K	-11.19%
Sep 30, 2025	INVESCO LTD.	1.44%	771.39K	3.69M	8.37K	+1.10%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	1K	4.78K	0	0
Sep 30, 2025	WEST BRANCH CAPITAL LLC	0%	1K	4.78K	0	0
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	1.28K	6.13K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	2K	9.56K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	2.31K	11.03K	-8.55K	-78.74%
Sep 30, 2025	US BANCORP \DE\	0.01%	3K	14.34K	0	0
Sep 30, 2025	WPG ADVISERS, LLC	0.01%	3.61K	17.26K	-22	-0.61%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.01%	4.49K	21.43K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.39%	209.79K	1M	-6.53K	-3.02%
Sep 30, 2025	TCTC HOLDINGS, LLC	0.01%	5.85K	27.96K	0	0
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.08%	44.77K	210.4K	-5.12K	-10.25%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	1.55%	860.54K	4.04M	251.08K	+41.20%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.91%	504.51K	2.37M	289.78K	+134.95%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.05%	27.21K	127.9K	-689	-2.47%
Jun 30, 2025	HOERTKORN RICHARD CHARLES	0.04%	22K	103.4K	0	0
Jun 30, 2025	WEDBUSH SECURITIES INC	0.03%	14.66K	69K	96	+0.66%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.02%	12.93K	60.78K	12.93K	+100.00%
Jun 30, 2025	FOX HILL WEALTH MANAGEMENT	0.02%	12.37K	58.14K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	7.91K	37.18K	0	0
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	5.88%	3.27M	15.37M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.64%	913.67K	4.29M	56.35K	+6.57%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.11%	60.75K	285.51K	0	0
Jun 30, 2025	MGO ONE SEVEN LLC	0.09%	48.61K	228.46K	-217	-0.44%
Jun 30, 2025	BEY-DOUGLAS LLC	0.07%	41.49K	195.01K	14.71K	+54.90%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.05%	26.1K	122.67K	0	0
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.03%	14.22K	67K	-1.62K	-10.20%
Jun 30, 2025	XML FINANCIAL, LLC	0.02%	10.69K	50.24K	-940	-8.08%
Jun 30, 2025	FOUNDERS CAPITAL MANAGEMENT	0.01%	6.27K	29.47K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	87.14K	410K	1.5K	+1.75%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	65.7K	308.79K	-1.47K	-2.18%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.09%	49.76K	233.85K	-12.88K	-20.57%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	45.24K	212.61K	-32.36K	-41.70%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	43.67K	205.25K	-21.87K	-33.37%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	28.87K	135.68K	-3.47K	-10.74%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.05%	27.5K	129.25K	-7K	-20.29%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.04%	24.55K	115.39K	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.04%	21.86K	102K	21.86K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	21.02K	98.79K	0	0
Jun 30, 2025	FRANKLIN RESOURCES INC	0.04%	20.61K	96.87K	20.61K	+100.00%
Jun 30, 2025	OLIVER LAGORE VANVALIN INVESTMENT GROUP	0.04%	19.84K	92.28M	19.84K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	17.85K	83.87K	17.85K	+100.00%
Jun 30, 2025	COLONY GROUP, LLC	0.05%	28.65K	134.63K	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.05%	27.51K	129.31K	5.16K	+23.09%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	206.57K	971K	2.18K	+1.06%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.16%	88.91K	417.89K	0	0
Jun 30, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0.05%	29.06K	136.59K	0	0
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.02%	12.21K	57.38K	12.21K	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	10.86K	51.03K	702	+6.91%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0.02%	10K	47K	0	0
Jun 30, 2025	TCTC HOLDINGS, LLC	0.01%	5.85K	27.5K	0	0
Jun 30, 2025	TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	0.01%	3.86K	18.14K	0	0
Jun 30, 2025	MORGAN STANLEY	5.13%	2.85M	13.41M	-28.23K	-0.98%
Jun 30, 2025	MARINER, LLC	0.03%	17.09K	80.3K	-1.66K	-8.86%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.03%	15.13K	71.11K	0	0
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.41%	225.38K	1.06M	-83.67K	-27.07%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.39%	216.32K	1.02M	-9.18K	-4.07%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.07%	37.5K	176.25K	37.5K	+100.00%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.06%	32.99K	155K	0	0
Jun 30, 2025	UBS GROUP AG	0.33%	183.86K	864.14K	-4.34K	-2.31%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.31%	170.24K	800.15K	-17.3K	-9.22%
Jun 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.28%	157.16K	738.65K	-3.57K	-2.22%
Jun 30, 2025	ROYAL BANK OF CANADA	0.26%	147.16K	692K	9.73K	+7.08%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	104.73K	492.21K	-11.93K	-10.23%
Jun 30, 2025		0.04%	24.1K	113.26K	61	+0.25%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	31.62K	148K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	19.27K	90.58K	0	0
Jun 30, 2025	INVESCO LTD.	1.37%	763.02K	3.59M	11.78K	+1.57%
Jun 30, 2025	NORTHSTAR FINANCIAL COMPANIES, INC.	0.1%	54.46K	255.95K	232	+0.43%
Jun 30, 2025	BROADWAY WEALTH SOLUTIONS, INC.	0.03%	14.9K	70.03K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.92%	512.41K	2.41M	47.28K	+10.16%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.67%	370.59K	1.74M	-859	-0.23%
Jun 30, 2025	COHEN & STEERS, INC.	0.59%	329.6K	1.55M	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	235.83K	1.11M	0	0
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.09%	49.88K	231.95K	528	+1.07%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	62.64K	291.27K	2.55K	+4.24%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	65.54K	304.76K	10.48K	+19.03%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.12%	67.17K	312.33K	-4.38K	-6.12%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.14%	77.6K	360.83K	48.39K	+165.69%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	1.1%	609.46K	2.83M	243.27K	+66.43%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.04%	24.55K	114.16K	0	0
Mar 31, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0.05%	29.06K	135.14K	0	0
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.56%	309.06K	1.44M	39.55K	+14.68%
Mar 31, 2025	INVESCO LTD.	1.35%	751.24K	3.49M	59.19K	+8.55%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	31.62K	147K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	32.34K	150.39K	4.93K	+18.00%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.06%	32.99K	153K	0	0
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.06%	34.5K	160.43K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.67%	371.45K	1.73M	4.16K	+1.13%
Mar 31, 2025	LPL FINANCIAL LLC	0.84%	465.13K	2.16M	25.83K	+5.88%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.03%	15.13K	70.35K	15.13K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	19.27K	89.62K	-2.94K	-13.25%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	116.66K	542.45K	-95.52K	-45.02%
Mar 31, 2025	UBS GROUP AG	0.34%	188.2K	875.12K	-12.88K	-6.41%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.41%	225.5K	1.05M	-11.28K	-4.77%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.03%	14.56K	68K	-1.22K	-7.70%
Mar 31, 2025		0.03%	14.9K	69.29K	0	0
Mar 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.05%	26.1K	121.37K	0	0
Mar 31, 2025	BEY-DOUGLAS LLC	0.05%	26.79K	124.55K	-3.77K	-12.35%
Mar 31, 2025	ROYAL BANK OF CANADA	0.25%	137.43K	639K	-14.85K	-9.75%
Mar 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.29%	160.73K	747.37K	559	+0.35%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.34%	187.54K	872.06K	11.07K	+6.27%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	204.4K	950K	21.04K	+11.47%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.39%	214.73K	998.52K	156.65K	+269.69%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.54%	857.32K	3.99M	21.04K	+2.52%
Mar 31, 2025	MARINER, LLC	0.03%	18.75K	87.16K	-38	-0.20%
Mar 31, 2025	MORGAN STANLEY	5.18%	2.88M	13.4M	42.21K	+1.49%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	5.88%	3.27M	15.21M	0	0
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.05%	27.9K	129.74K	27.9K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	85.64K	398K	-9.49K	-9.98%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.16%	88.91K	396.55K	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.04%	22.35K	113.24K	-14.41K	-39.19%
Mar 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.03%	15.83K	74K	-19.8K	-55.56%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.03%	16.02K	74.47K	16.02K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	21.02K	97.74K	0	0
Mar 31, 2025	COHEN & STEERS, INC.	0.59%	329.6K	1.53M	-15.21K	-4.41%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	235.83K	1.1M	1.94K	+0.83%
Mar 31, 2025	COLONY GROUP, LLC	0.05%	28.65K	133.2K	0	0
Mar 31, 2025	HOERTKORN RICHARD CHARLES	0.04%	22K	102.3K	0	0
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.11%	60.75K	282.47K	1.3K	+2.19%
Mar 31, 2025	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.07%	37.5K	174.38K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	41.94K	195K	41.94K	+100.00%
Mar 31, 2025	MGO ONE SEVEN LLC	0.09%	48.83K	227.04K	-2.48K	-4.83%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	4.18%	2.38M	11M	354.44K	+17.54%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.08%	46.7K	216.22K	1.25K	+2.74%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.08%	48.83K	226.06K	-61.9K	-55.90%
Mar 31, 2024	MORGAN STANLEY	5.1%	2.98M	13.79M	7.54K	+0.25%
Mar 31, 2024	CATALINA CAPITAL GROUP, LLC	0.04%	23.88K	110.55K	0	0
Mar 31, 2024	MGO ONE SEVEN LLC	0.06%	31.62K	146.39K	143	+0.45%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	32.59K	151K	0	0
Mar 31, 2024	BEY-DOUGLAS LLC	0.06%	31.75K	147K	-735	-2.26%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.06%	32.99K	153K	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.06%	35.55K	164.58K	35.55K	+100.00%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.07%	37.5K	173.63K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.07%	41.17K	190.62K	-884	-2.10%
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.16%	88.91K	411.67K	3.26K	+3.81%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	92.77K	429.54K	5.28K	+6.04%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	136.11K	630K	136.11K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.24%	140.53K	651K	4.65K	+3.42%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.48%	283.34K	1.31M	5.1K	+1.83%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.02%	14K	65K	14K	+100.00%
Mar 31, 2024	XML FINANCIAL, LLC	0.02%	14.12K	65.38K	0	0
Mar 31, 2024	WEDBUSH SECURITIES INC	0.03%	15.53K	72K	117	+0.76%
Mar 31, 2024	SNOWDEN CAPITAL ADVISORS LLC	0.03%	15.78K	73.04K	15.78K	+100.00%
Mar 31, 2024	MARINER, LLC	0.03%	17.05K	78.94K	-1.5K	-8.09%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.04%	19.96K	92.59K	145	+0.73%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.04%	20.33K	94.12K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	20.65K	95.62K	0	0
Mar 31, 2024	HOERTKORN RICHARD CHARLES	0.04%	22K	101.86K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.04%	25.97K	120.23K	-500	-1.89%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.04%	25.49K	118.04K	12.22K	+92.09%
Mar 31, 2024	COMMONWEALTH FINANCIAL SERVICES, LLC	0.05%	26.1K	118.76K	0	0
Mar 31, 2024	OAK HARBOR WEALTH PARTNERS, LLC	0.05%	27.44K	127.06K	591	+2.20%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	29.31K	135.72K	-27.79K	-48.66%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.05%	31.16K	144.29K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.25%	143.85K	666.02K	78.18K	+119.04%
Mar 31, 2024	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.34%	194.87K	902.24K	-13.52K	-6.49%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.35%	196.78K	911.07K	-235.4K	-54.47%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.41%	230.53K	1.07M	14.9K	+6.91%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	243.82K	1.13M	-21.09K	-7.96%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.44%	256.09K	1.19M	2.26K	+0.89%
Mar 31, 2024	TCTC HOLDINGS, LLC	0.01%	5.85K	27.09K	0	0
Mar 31, 2024	FOUNDERS CAPITAL MANAGEMENT	0.01%	6.27K	29.03K	0	0
Mar 31, 2024	UMB BANK, N.A.	0.01%	7.5K	34.73K	0	0
Mar 31, 2024	HOWARD FINANCIAL SERVICES, LTD.	0.02%	10K	46.3K	0	0
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0.02%	10K	46.3K	0	0
Mar 31, 2024	WEALTHTRUST AXIOM LLC	0.02%	10.5K	48.62K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.02%	11.45K	53.01M	11.45K	+100.00%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.02%	12.32K	57K	-1.06K	-7.90%
Mar 31, 2024	FOX HILL WEALTH MANAGEMENT	0.02%	12.37K	57.28K	0	0
Mar 31, 2024	PINNACLE WEALTH PLANNING SERVICES, INC.	0.02%	12.83K	59.4K	-13	-0.10%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.02%	13.17K	60.96K	0	0
Mar 31, 2024	BUCKINGHAM CAPITAL MANAGEMENT, INC.	0.02%	13.42K	62.14K	0	0
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.07%	40.37K	186K	0	0
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.09%	51.04K	237K	-6.15K	-10.75%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.09%	52.24K	242K	490	+0.95%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	72.59K	336.08K	-5.4K	-6.92%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.15%	85.25K	394.71K	13.01K	+18.01%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.15%	85.96K	397.99K	-1.71K	-1.94%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.5%	293.1K	1.36M	1.34K	+0.46%
Mar 31, 2024	UBS GROUP AG	0.55%	321.89K	1.49M	-111.88K	-25.79%
Mar 31, 2024	LPL FINANCIAL LLC	0.84%	490.61K	2.27M	-31.77K	-6.08%
Mar 31, 2024	COHEN & STEERS, INC.	0.92%	521.44K	2.41M	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.15%	670.96K	3.11M	23.28K	+3.59%
Mar 31, 2024	INVESCO LTD.	1.21%	708.97K	3.28M	-43.53K	-5.78%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.19%	110.72K	503.78K	52.81K	+91.20%
Dec 31, 2023	PINNACLE WEALTH PLANNING SERVICES, INC.	0.02%	12.84K	58.43K	-272	-2.07%
Dec 31, 2023	ROYAL BANK OF CANADA	0.23%	135.89K	618K	-3.55K	-2.55%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.37%	215.63K	981.1K	7.44K	+3.57%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.43%	253.84K	1.15M	-8.27K	-3.15%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.45%	264.91K	1.21M	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.48%	278.24K	1.27M	-4.25K	-1.50%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.5%	291.76K	1.33M	-26.81K	-8.42%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.74%	432.17K	1.97M	347.28K	+409.10%
Dec 31, 2023	UBS GROUP AG	0.74%	433.77K	1.97M	-18.82K	-4.16%
Dec 31, 2023	COHEN & STEERS, INC.	0.89%	521.44K	2.37M	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.89%	522.37K	2.38M	-55.98K	-9.68%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.11%	647.67K	2.95M	51.16K	+8.58%
Dec 31, 2023	INVESCO LTD.	1.29%	752.49K	3.42M	27.79K	+3.83%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.45%	2.02M	9.2M	22.6K	+1.13%
Dec 31, 2023	MORGAN STANLEY	5.08%	2.97M	13.52M	-233.22K	-7.28%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.02%	13.17K	59.91K	13.17K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.02%	13.27K	60.39K	-292	-2.15%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.02%	13.38K	61K	-5.75K	-30.05%
Dec 31, 2023	BUCKINGHAM CAPITAL MANAGEMENT, INC.	0.02%	13.42K	61.06K	0	0
Dec 31, 2023	XML FINANCIAL, LLC	0.02%	14.12K	64.25K	0	0
Dec 31, 2023	WEDBUSH SECURITIES INC	0.03%	15.41K	70K	58	+0.38%
Dec 31, 2023	MARINER, LLC	0.03%	18.55K	84.4K	-355	-1.88%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.03%	19.81K	90.14K	-3.23K	-14.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.03%	20.33K	92.49K	-13.32K	-39.58%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	20.65K	93.97K	0	0
Dec 31, 2023	HOERTKORN RICHARD CHARLES	0.04%	22K	100.1K	0	0
Dec 31, 2023	COMMONWEALTH FINANCIAL SERVICES, LLC	0.04%	26.1K	118.76K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.05%	26.47K	120.43K	-1.73K	-6.15%
Dec 31, 2023	OAK HARBOR WEALTH PARTNERS, LLC	0.05%	26.85K	122.17K	575	+2.19%
Dec 31, 2023	WAVERLY ADVISORS, LLC	0.05%	31.16K	141.79K	0	0
Dec 31, 2023	MGO ONE SEVEN LLC	0.05%	31.47K	143.21K	-966	-2.98%
Dec 31, 2023		0.04%	23.88K	108.64K	23.88K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	32.59K	148K	-3.05K	-8.57%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	0.06%	32.99K	150K	0	0
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.06%	37.5K	170.63K	0	0
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.07%	40.37K	183K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.07%	42.05K	191.35K	-2.31K	-5.20%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.08%	45.37K	206.44K	42.51K	+1,486.40%
Dec 31, 2023	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.36%	208.39K	948.16K	-4.5K	-2.11%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.08%	45.45K	206.81K	-1.29K	-2.76%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.09%	51.75K	235K	477	+0.93%
Dec 31, 2023	BOK FINANCIAL PRIVATE WEALTH, INC.	0.09%	52.75K	240.01K	52.75K	+100.00%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.1%	57.18K	260K	-2.17K	-3.66%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.11%	65.67K	298.81K	-9.99K	-13.20%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.12%	72.24K	328.69K	-31.08K	-30.08%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.13%	77.99K	354.84K	-17.91K	-18.67%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.15%	85.65K	389.72K	32	+0.04%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	87.49K	398.08K	58.36K	+200.33%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.15%	87.66K	400.1K	19.34K	+28.30%

Insiders

Among the MMT insiders holding of N/A of the stake in company, BULLER STEVEN E, director, holds the largest shares of 11.18K. COHN LAWRENCE H, director, is the second largest MMT insider with ownership of 4K shares. REIT TODD, director, stands third with possession of 2.5K shares of that stake.

Insiders	Designation	Shares Held
BULLER STEVEN E	director	11.18K
COHN LAWRENCE H	director	4K
REIT TODD	director	2.5K
KAVANAUGH JOHN P	director	1.8K
UEK ROBERT W		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 21, 2026	REIT TODD	PURCHASE	4.47	2.5K	11.18K	2.5K
Mar 31, 2021	BULLER STEVEN E	PURCHASE	58959.24	9.08K	535.06M	11.18K
Jul 28, 2020	BULLER STEVEN E	PURCHASE	12012.00	2.1K	25.23M	2.1K
Jan 04, 2017	UEK ROBERT W	PURCHASE	6.07	2.05K	12.43K	0
Jul 23, 2010	KAVANAUGH JOHN P	PURCHASE	6.65	1.8K	11.97K	1.8K
Feb 09, 2010	COHN LAWRENCE H	PURCHASE	6.40	2K	12.8K	4K
Oct 27, 2009	COHN LAWRENCE H	PURCHASE	6.18	2K	12.36K	2K
Feb 09, 2006	UEK ROBERT W	PURCHASE	6.08	1.8K	10.94K	1.8K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2.5K1

SALES00

NET SHARES2.5K1

SHARES HELD2.5K1

% NET SHARES0%0%

Frequently Asked Questions