How many institutions own PHK 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 PHK shares is 134, representing 14.49% of the company's common stock.

Who are the major shareholders selling PIMCO High Income Fund stock?

NOBLE WEALTH MANAGEMENT PBC, in the last quarter, reduced its stake in PHK by -62.9% restricting it's holding to 112.35 thousand shares of worth nearly $546.02K. NEWEDGE ADVISORS, LLC also lessened -4.37% of the PHK shares from its portfolio, reducing its holding to 124.6 thousand shares of worth $605.56K. FUTURE FINANCIAL WEALTH MANAGMENT LLC also shunned PHK shares holding by -1.3% last quarter which brought its holding to 130.28 thousand shares worth $639.69K.

Investors who are buying PHK stock?

As per its latest 13F filing, MML INVESTORS SERVICES, LLC increased its stake in PHK by 7.89% in the last quarter. The institutional holder raised its holding to 82.08 thousand shares having worth more than $398.91K. TRUEMARK INVESTMENTS, LLC also added 3.72% more shares of PHK to its portfolio, raising its holding to 79.78 thousand shares of worth $387.75K. SANCTUARY ADVISORS, LLC also increased its PHK shares holding by 12.79% which brought its holding to 111.49 thousand shares worth $541.82K.

PHK's major insiders: who are they?

The insider with the most stakes in PHK is GROSS WILLIAM H , at the company. Additionally, PHK stock is highly held by 10 percent owner CITIGROUP INC and director Cogan Sarah E among others.

Did an insider recently sell PHK stock?

Company executives, directors, and other insiders own N/A percent of PIMCO High Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which PHK insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/, GROSS WILLIAM H, and ALLIANZ GLOBAL INVESTORS OF AMERICA L P.

Which insider recently purchased PHK stock?

There have been 0 transaction(s) during the past 6-months in which PIMCO High Income Fund insiders have bought stock, totalling 0 shares

How much of PHK does insiders own?

Around 0 PIMCO High Income Fund shares are held by insiders, which represents about N/A of PHK stock.

Who is the insider with the largest stake?

PHK , GROSS WILLIAM H holds the largest portfolio of the company's shares. PHK shares owned by GROSS total nearly 186.6 thousand.

Which institution holds the most shares in PHK?

MML INVESTORS SERVICES, LLC is the largest institutional owner in PHK which holds 82.08 thousand shares worth $398.91K or 0.05% of the total PHK shares outstanding followed by TRUEMARK INVESTMENTS, LLC with ownership of 79.78 thousand shares representing 0.05% of the PHK ownership. THRIVENT FINANCIAL FOR LUTHERANS is the third largest stakeholder with 103 thousand shares or 0.06% of the ownership worth more than $500.00K.

Is PIMCO High 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 PHK is concerned, it is a stock which is not optionable.

Is there a short position on PHK's shares?

Number of PHK 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 PHK shares are there?

As of today, null shares of PHK are outstanding.

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

PHK 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 PHK is null.

PIMCO High Income Fund (PHK) 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

14.49% Percentage of Shares held by All Institutions

14.49% Percentage of Float held by Institutions

134

Number of Institutions Holding Shares

Institutional Ownership

About 14.49% of PHK shares are held by financial institutions. MML INVESTORS SERVICES, LLC is the top corporate investor, holding 82.08K shares valued at $398.91K. A 0.05% stake in PIMCO High Income Fund is owned by the company. TRUEMARK INVESTMENTS, LLC owns 79.78K shares valued at $387.75K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.05%	82.08K	398.91K	6K	+7.89%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.05%	79.78K	387.75K	2.86K	+3.72%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	103K	500K	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.07%	111.49K	541.82K	12.64K	+12.79%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.07%	112.35K	546.02K	-190.48K	-62.90%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	124.6K	605.56K	-5.7K	-4.37%
Dec 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.08%	130.28K	639.69K	-1.71K	-1.30%
Dec 31, 2025	RATHBONES GROUP PLC	0.08%	131.4K	638.6K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.08%	142.12K	690.71K	22K	+18.31%
Dec 31, 2025	ROYAL BANK OF CANADA	0.08%	149.64K	727K	6.04K	+4.21%
Dec 31, 2025	JANE STREET GROUP, LLC	0.1%	169.09K	821.8K	70.65K	+71.76%
Dec 31, 2025	NILSINE PARTNERS, LLC	0.1%	171.11K	831.59K	4.99K	+3.00%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.11%	179.85K	874.05K	428	+0.24%
Dec 31, 2025	ELM3 FINANCIAL GROUP, LLC	0.13%	209.09K	1.02M	209.09K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	301.74K	1.47M	-260.87K	-46.37%
Dec 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.17%	280.67K	1.36M	0	0
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.2%	335.86K	1.63M	-27.34K	-7.53%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.2%	337.61K	1.64M	8.36K	+2.54%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.02%	25.57K	124.25K	7.71K	+43.16%
Dec 31, 2025	STONEX GROUP INC.	0.02%	25.81K	125.46K	25.81K	+100.00%
Dec 31, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.02%	27.49K	133.58K	748	+2.80%
Dec 31, 2025	CENTRIC WEALTH MANAGEMENT	0.02%	28.1K	139.65K	675	+2.46%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.02%	28.43K	138.15K	8.43K	+42.13%
Dec 31, 2025	IAMS WEALTH MANAGEMENT, LLC	0.02%	30K	145.8K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	382.83K	1.86M	-47.22K	-10.98%
Dec 31, 2025		0.04%	61.67K	299.74K	61.67K	+100.00%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	81.79K	397.5K	-17.85K	-17.92%
Dec 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.05%	82.8K	402.42K	-1.01K	-1.20%
Dec 31, 2025	CREEKSIDE PARTNERS	0.05%	90.84K	441.5K	40.82K	+81.59%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.06%	92.15K	447.84K	8.4K	+10.03%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.33%	589.63K	2.87M	-1.83M	-75.61%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.08%	130.65K	634.96K	-21.09K	-13.90%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	170.74K	829.78K	-3.37K	-1.93%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.11%	206.85K	1.01M	1.59K	+0.77%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	195.85K	951.82K	5.79K	+3.05%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	395.82K	1.92M	63.91K	+19.25%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.73%	1.31M	6.37M	-54.15K	-3.97%
Dec 31, 2025	MORGAN STANLEY	0.47%	840.36K	4.08M	16.57K	+2.01%
Dec 31, 2025	PRESPER FINANCIAL ARCHITECTS, LLC	0.04%	72.54K	352.56K	-41.49K	-36.39%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.02%	25K	121.5K	0	0
Dec 31, 2025	COHEN & STEERS, INC.	0.69%	1.15M	5.58M	27.12K	+2.42%
Dec 31, 2025	UBS GROUP AG	0.72%	1.29M	6.26M	130.09K	+11.22%
Dec 31, 2025	LPL FINANCIAL LLC	1.16%	1.94M	9.41M	47.24K	+2.50%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.03%	44.35K	215.53K	0	0
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.03%	49.67K	241.37K	12.17K	+32.45%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.03%	55.39K	258.69K	-1.04K	-1.84%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	57.8K	280.91K	57.8K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	61.54K	299.07K	1.25K	+2.07%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	887.86K	4.32M	-4.46K	-0.50%
Dec 31, 2025	BLACKROCK, INC.	0.02%	33.76K	164.09M	30.5K	+935.64%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	33.74K	163.96K	1.5K	+4.65%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.02%	39.89K	193.87K	-5.17K	-11.47%
Dec 31, 2025	MGO ONE SEVEN LLC	0.02%	41.36K	201.01K	0	0
Dec 31, 2025	KANE INVESTMENT MANAGEMENT, INC.	0.03%	43.76K	212.66K	43.76K	+100.00%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	73.76K	358.47K	-566	-0.76%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.92%	1.66M	8.08M	410.14K	+32.77%
Dec 31, 2025	GRANITESHARES ADVISORS LLC	0.34%	562.59K	2.73M	562.59K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.49%	880.85K	4.28M	232.2K	+35.80%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.64%	1.16M	5.63M	686.04K	+145.30%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.67%	1.2M	5.83M	168.65K	+16.36%
Dec 31, 2025	INVESCO LTD.	0.68%	1.22M	5.91M	-63.09K	-4.93%
Sep 30, 2025	CREEKSIDE PARTNERS	0.03%	50.03K	249.64K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.05%	83.75K	417.92K	1.51K	+1.83%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.05%	83.81K	418.21K	-2.75K	-3.17%
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	98.45K	491.26K	88.36K	+875.71%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.06%	99.64K	497.2K	-7.92K	-7.36%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.07%	132K	658.66K	-1.11K	-0.83%
Sep 30, 2025	ROYAL BANK OF CANADA	0.08%	143.6K	716K	-34.74K	-19.48%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.08%	151.74K	757.18K	-15.81K	-9.44%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.69%	1.25M	6.2M	807.24K	+181.65%
Sep 30, 2025	MGO ONE SEVEN LLC	0.02%	41.36K	206.39K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	892.32K	4.45M	4.65K	+0.52%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.02%	32.24K	160.86K	0	0
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.02%	44.35K	221.29K	29.35K	+195.65%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.04%	76.92K	383.84K	76.92K	+100.00%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	174.11K	868.78K	4.98K	+2.94%
Sep 30, 2025	LPL FINANCIAL LLC	1.05%	1.89M	9.43M	112.46K	+6.33%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.34%	2.42M	12.06M	-1.09M	-31.07%
Sep 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.02%	30K	149.7K	0	0
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.02%	35.4K	176.62K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	35.86K	178.93K	18.48K	+106.33%
Sep 30, 2025	CARL P. SHERR & CO., LLC	0.02%	36.8K	183.63K	0	0
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0.02%	37.5K	187.12K	10.81K	+40.49%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.04%	76.08K	379.64K	8.03K	+11.81%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	74.33K	370.88K	4.81K	+6.91%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	562.61K	2.81M	-211.71K	-27.34%
Sep 30, 2025	INVESCO LTD.	0.71%	1.28M	6.38M	53.26K	+4.34%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.76%	1.36M	6.81M	41.27K	+3.12%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.2%	363.21K	1.81M	-11.34K	-3.03%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	430.04K	2.15M	-24.17K	-5.32%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.05%	98.84K	493.22K	38.31K	+63.28%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.17%	302.83K	1.51M	302.83K	+100.00%
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.01%	16.31K	81.38K	0	0
Sep 30, 2025		0.01%	18.9K	94.31K	18.9K	+100.00%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.01%	19.6K	97.79K	12	+0.06%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	19.88K	99.22K	14.96K	+303.88%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.01%	20K	99.8K	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.01%	21.25K	106.03K	0	0
Sep 30, 2025	MADISON WEALTH PARTNERS, INC	0.01%	21.35K	106.54K	0	0
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.01%	21.53K	107.41K	-319	-1.46%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	0.01%	21.55K	107.54K	-625	-2.82%
Sep 30, 2025	ALPHA CUBED INVESTMENTS, LLC	0.01%	22.19K	110.75K	2.12K	+10.53%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.01%	22.74K	113.47K	786	+3.58%
Sep 30, 2025	TEMPUS WEALTH PLANNING, LLC	0.01%	23.43K	116.9K	-200	-0.85%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	56.43K	281.59K	3K	+5.61%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	60.29K	300.85K	-26.77K	-30.75%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.57%	1.03M	5.14M	70.67K	+7.36%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	103K	514K	-15.12K	-12.80%
Sep 30, 2025	PRESPER FINANCIAL ARCHITECTS, LLC	0.06%	114.04K	569.05K	1.69K	+1.50%
Sep 30, 2025	NILSINE PARTNERS, LLC	0.09%	166.12K	828.95K	-5.11K	-2.98%
Sep 30, 2025	COHEN & STEERS, INC.	0.62%	1.12M	5.6M	11.67K	+1.05%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	120.12K	599.41K	-13.36K	-10.01%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	130.3K	650.2K	-9.1K	-6.53%
Sep 30, 2025	RATHBONES GROUP PLC	0.07%	131.4K	655.69K	0	0
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.1%	179.42K	895.3K	-158.88K	-46.96%
Sep 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.16%	280.67K	1.4M	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.18%	329.25K	1.64M	15.45K	+4.92%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	331.91K	1.66M	-52.83K	-13.73%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.26%	472.17K	2.36M	41.65K	+9.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	648.65K	3.24M	142.32K	+28.11%
Sep 30, 2025	MORGAN STANLEY	0.46%	823.79K	4.11M	31.53K	+3.98%
Sep 30, 2025	UBS GROUP AG	0.64%	1.16M	5.78M	119.35K	+11.48%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	190.06K	948.39K	9.96K	+5.53%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.11%	205.26K	1.02M	613	+0.30%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.01%	25K	124.75K	200	+0.81%
Sep 30, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.01%	26.74K	133.42K	733	+2.82%
Sep 30, 2025	CENTRIC WEALTH MANAGEMENT	0.02%	27.42K	133.28K	273	+1.01%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	39.09K	195.04K	-22.04K	-36.06%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.03%	45.06K	224.85K	2.75K	+6.49%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	444.4K	2.13M	70.65K	+18.90%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	53.43K	256.47K	5.26K	+10.92%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.02%	38.71K	185.81K	-101.98K	-72.49%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	32.24K	154.73K	32.24K	+100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.01%	21.84K	104.85K	21.84K	+100.00%
Jun 30, 2025	MADISON WEALTH PARTNERS, INC	0.01%	21.35K	102.48K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	133.49K	640.73K	-459.93K	-77.51%
Jun 30, 2025	MORGAN STANLEY	0.47%	792.26K	3.8B	36.49K	+4.83%
Jun 30, 2025	180 WEALTH ADVISORS, LLC	0.01%	22.18K	106.44K	2.25K	+11.29%
Jun 30, 2025	MARINER, LLC	0.01%	22.16K	106.39K	-5.57K	-20.07%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.01%	21.95K	105.38K	10.91K	+98.79%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.26%	430.52K	2.07M	80.43K	+22.98%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.01%	24.45K	117.35K	1.11K	+4.77%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.09%	3.51M	16.84M	40.46K	+1.17%
Jun 30, 2025	COHEN & STEERS, INC.	0.66%	1.11M	5.33M	11.46K	+1.04%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.01%	21.25K	102K	0	0
Jun 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.01%	21.24K	101.95K	0	0
Jun 30, 2025	ALPHA CUBED INVESTMENTS, LLC	0.01%	20.08K	96.38K	457	+2.33%
Jun 30, 2025	CITO CAPITAL GROUP, LLC	0.01%	20K	97K	0	0
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.01%	17.28K	82.93K	-15.97K	-48.03%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.01%	17.09K	82.01K	-939	-5.21%
Jun 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.01%	16.31K	78.28K	0	0
Jun 30, 2025	VALLEY FINANCIAL GROUP, INC.	0.01%	16.25K	78K	0	0
Jun 30, 2025	SCOTIA CAPITAL INC.	0.01%	15.85K	76.08K	-6.9K	-30.33%
Jun 30, 2025	KPP ADVISORY SERVICES LLC	0.01%	15.06K	72.26K	0	0
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.01%	15K	72.9K	-60.79K	-80.21%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	14.92K	71.61K	-8.35K	-35.89%
Jun 30, 2025	RMR WEALTH BUILDERS	0.01%	12.07K	58.53K	280	+2.37%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.01%	11.73K	56.3K	0	0
Jun 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.01%	11.51K	55.25K	-517	-4.30%
Jun 30, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.01%	11.41K	54.75K	0	0
Jun 30, 2025	E&G ADVISORS, LP	0.01%	10.8K	51.84K	0	0
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	5.58K	26.77K	0	0
Jun 30, 2025	HILLTOP NATIONAL BANK	0%	4.1K	19.68K	4.1K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	3.55K	17.04K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	774.32K	3.72M	27.67K	+3.71%
Jun 30, 2025	ROYAL BANK OF CANADA	0.11%	178.34K	856K	127.06K	+247.80%
Jun 30, 2025		0.07%	112.35K	539K	112.35K	+100.00%
Jun 30, 2025	CREEKSIDE PARTNERS	0.03%	50.03K	240.13K	0	0
Jun 30, 2025	FRANKLIN RESOURCES INC	0.03%	48.87K	234.59K	48.87K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.03%	42.31K	203.1K	4.32K	+11.37%
Jun 30, 2025	MGO ONE SEVEN LLC	0.02%	41.36K	198.53K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.3%	506.33K	2.43M	9.98K	+2.01%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.22%	374.55K	1.8M	374.55K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.02%	30.37K	145.79K	30.37K	+100.00%
Jun 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.02%	30K	144K	0	0
Jun 30, 2025	CENTRIC WEALTH MANAGEMENT	0.02%	27.15K	134.67K	416	+1.56%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.02%	26.69K	128.12K	15.67K	+142.25%
Jun 30, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.02%	26K	124.82K	721	+2.85%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.01%	24.8K	119.04K	11K	+79.71%
Jun 30, 2025	TEMPUS WEALTH PLANNING, LLC	0.01%	23.63K	113.41K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	23.02K	110.48K	7.3K	+46.46%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.02%	38.14K	183.09K	-2.37K	-5.85%
Jun 30, 2025	CARL P. SHERR & CO., LLC	0.02%	36.8K	176.64K	0	0
Jun 30, 2025	INVESCO LTD.	0.73%	1.23M	5.89M	27.75K	+2.32%
Jun 30, 2025	UBS GROUP AG	0.62%	1.04M	4.99M	865.36K	+496.63%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.57%	960.26K	4.61M	32.54K	+3.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	887.67K	4.26M	9.94K	+1.13%
Jun 30, 2025	NILSINE PARTNERS, LLC	0.1%	171.23K	821.91K	171.23K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	169.13K	811.82K	546	+0.32%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.02%	35.4K	169.9K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	454.22K	2.18M	24.03K	+5.59%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	384.74K	1.85M	4.08K	+1.07%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.2%	338.3K	1.62M	-34.34K	-9.22%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.19%	313.8K	1.51M	15.14K	+5.07%
Jun 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.17%	280.67K	1.35M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	180.1K	864.46K	-5.71K	-3.07%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.08%	133.1K	638.89K	123.1K	+1,231.02%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.1%	167.55K	804.26K	-49.48K	-22.80%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	139.4K	669.12K	-5.33K	-3.68%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	139.14K	667.85K	41.75K	+42.88%
Jun 30, 2025	RATHBONES GROUP PLC	0.08%	131.4K	630.72K	0	0
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.07%	118.12K	567K	1.3K	+1.11%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.06%	107.56K	516.29K	3.16K	+3.03%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	87.06K	417.87K	-1.83K	-2.06%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.05%	86.56K	415.47K	5.15K	+6.33%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	86.13K	417.64K	4.63K	+5.68%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.05%	82.24K	394.77K	17.22K	+26.48%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	69.52K	333.69K	-2.39K	-3.32%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.04%	68.05K	327K	6.48K	+10.52%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	61.13K	293.41K	-80.24K	-56.76%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.03%	51.95K	249.34K	51.95K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.03%	45.45K	218.17K	6.52K	+16.75%
Jun 30, 2025	LPL FINANCIAL LLC	1.06%	1.78M	8.53M	156.52K	+9.66%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.79%	1.32M	6.35M	45.79K	+3.58%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.12%	204.65K	982.33K	204.65K	+100.00%
Jun 30, 2025	PRESPER FINANCIAL ARCHITECTS, LLC	0.07%	112.35K	539K	112.35K	+100.00%
Mar 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.05%	75.79K	370.59K	75.79K	+100.00%
Mar 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.05%	81.41K	398.08K	16.13K	+24.71%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	88.89K	434.68K	-8.79K	-9.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.06%	97.38K	476.2K	9.26K	+10.51%
Mar 31, 2025	COHEN & STEERS, INC.	0.65%	1.1M	5.37M	35.1K	+3.30%
Mar 31, 2025	INVESCO LTD.	0.71%	1.2M	5.86M	38.38K	+3.31%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.76%	1.28M	6.25M	462.01K	+56.63%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.07%	116.82K	571K	0	0
Mar 31, 2025	SFI ADVISORS, LLC	0.07%	119.05K	582.15K	-6.53K	-5.20%
Mar 31, 2025	RATHBONES GROUP PLC	0.08%	131.4K	642.55K	0	0
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	140.69K	687.99K	85.7K	+155.82%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	141.37K	691.3K	120.19K	+567.54%
Mar 31, 2025	MGO ONE SEVEN LLC	0.02%	41.36K	202.25K	0	0
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.03%	48.17K	235.54K	48.17K	+100.00%
Mar 31, 2025	CREEKSIDE PARTNERS	0.03%	50.03K	244.64K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	51.28K	251K	-7.7K	-13.06%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	144.73K	707.71K	-20.58K	-12.45%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	168.58K	824.38K	16.29K	+10.70%
Mar 31, 2025	UBS GROUP AG	0.1%	174.25K	852.07K	-6.74K	-3.72%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	185.8K	908.58K	9.99K	+5.68%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.55%	927.72K	4.54M	-362.86K	-28.12%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	430.18K	2.1M	-27.69K	-6.05%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	380.67K	1.86M	-13.78K	-3.49%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.21%	350.09K	1.71M	149.93K	+74.90%
Mar 31, 2025		0.2%	329.71K	1.61M	9.95K	+3.11%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.13%	217.04K	1.06M	-22.02K	-9.21%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.02%	37.99K	185.79K	-3.31K	-8.00%
Mar 31, 2025	BLACKROCK, INC.	0.02%	38.93K	190.38K	38.93K	+100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.18%	298.66K	1.45M	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.07%	111.76K	546.49K	-40.76K	-26.72%
Mar 31, 2025	MORGAN STANLEY	0.45%	755.77K	3.7M	-20.57K	-2.65%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	746.66K	3.65M	13.4K	+1.83%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.04%	61.57K	301K	14.71K	+31.39%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.06%	104.4K	510.5K	3K	+2.96%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.21%	350.09K	1.71M	149.93K	+74.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	877.73K	4.29M	98.6K	+12.66%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	593.41K	2.9M	505.18K	+572.54%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	496.35K	2.43M	12.4K	+2.56%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	373.75K	1.83M	-106.28K	-22.14%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	81.5K	402.02K	444	+0.55%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.06%	3.47M	16.95M	-1.42M	-29.03%
Mar 31, 2025	LPL FINANCIAL LLC	0.97%	1.62M	7.93M	-3.6K	-0.22%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.02%	35.4K	173.08K	0	0
Mar 31, 2025	MOORS & CABOT, INC.	0.02%	35.5K	173.6K	0	0
Mar 31, 2025	CARL P. SHERR & CO., LLC	0.02%	36.8K	179.95K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0.02%	40.52K	198.12K	789	+1.99%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.22%	372.64K	1.82M	-252.92K	-40.43%
Mar 31, 2025	WALLEYE CAPITAL LLC	0.04%	63.49K	310.46K	43.14K	+212.02%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.04%	65.03K	317.97K	6.03K	+10.22%
Mar 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.17%	280.67K	1.37M	0	0
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	71.91K	351.62K	7.02K	+10.82%
Mar 31, 2024	LPL FINANCIAL LLC	0.6%	914.38K	4.52M	78.1K	+9.34%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.02%	27.63K	136K	-6.98K	-20.16%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	28.05K	138.56K	417	+1.51%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.02%	29.74K	146.9K	0	0
Mar 31, 2024	KPP ADVISORY SERVICES LLC	0.02%	31.24K	154.3K	31.24K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.02%	32.82K	162.15K	-650	-1.94%
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.02%	33.91K	167.52K	0	0
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.02%	35.03K	173K	35.03K	+100.00%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.02%	35.21K	173.93K	-4.89K	-12.20%
Mar 31, 2024	CARL P. SHERR & CO., LLC	0.02%	36.8K	181.79K	0	0
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.02%	37.79K	186.66K	-16.47K	-30.36%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.03%	37.93K	187.36K	5.67K	+17.59%
Mar 31, 2024	SFI ADVISORS, LLC	0.03%	40.07K	197.97K	0	0
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.03%	41.01K	202.58K	5.61K	+15.86%
Mar 31, 2024	MOORS & CABOT, INC.	0.03%	41.75K	206.25K	0	0
Mar 31, 2024	LIVELSBERGER FINANCIAL ADVISORY	0.09%	130.05K	620.33K	-17.07K	-11.60%
Mar 31, 2024	CETERA ADVISORS LLC	0.09%	134.14K	662.66K	22.38K	+20.02%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.1%	151.93K	750.54K	3.18K	+2.13%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.12%	187.3K	925.26K	-18K	-8.77%
Mar 31, 2024	COHEN & STEERS, INC.	0.23%	345.91K	1.71M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.65%	982.28K	4.85M	60.5K	+6.56%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.9%	1.36M	6.73M	-501.19K	-26.88%
Mar 31, 2024	MORGAN STANLEY	0.95%	1.45M	7.15M	66.86K	+4.84%
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.03%	44.63K	220.48K	3.87K	+9.48%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	47.16K	233K	13.21K	+38.92%
Mar 31, 2024	LION STREET ADVISORS, LLC	0.03%	48.84K	243.69K	0	0
Mar 31, 2024	PFG INVESTMENTS, LLC	0.04%	59.79K	295.36K	59.79K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.05%	81.4K	405.46K	-2.42K	-2.89%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	88.27K	436K	2.44K	+2.84%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.06%	94.35K	466.08K	2.78K	+3.03%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	128.82K	636.39K	15.8K	+13.98%
Mar 31, 2024	SIGMA PLANNING CORP	0.12%	183.05K	904.27K	82.91K	+82.79%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.12%	184.54K	911.62K	19.01K	+11.48%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.1%	152.22K	751.97K	108.26K	+246.24%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.13%	191.26K	944.83K	-165.45K	-46.38%
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.02%	25K	123.5K	5K	+25.00%
Mar 31, 2024	RATHBONES GROUP PLC	0.02%	25.4K	125.48K	25.4K	+100.00%
Mar 31, 2024	TEMPUS WEALTH PLANNING, LLC	0.02%	25.54K	126.16K	-2.44K	-8.72%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.15%	233.77K	1.15M	98.23K	+72.48%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.22%	337.12K	1.67M	-18.15K	-5.11%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.43%	659.5K	3.26M	83.59K	+14.51%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.48%	726.06K	3.59M	547.67K	+307.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	760.01K	3.75M	760.01K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.64%	968.89K	4.79M	-67.3K	-6.49%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.84%	1.28M	6.31M	146.18K	+12.93%
Mar 31, 2024	ROOF EIDAM & MAYCOCK/ADV	0.01%	15.52K	76.65K	0	0
Mar 31, 2024	WAGNER WEALTH MANAGEMENT, LLC	0.01%	17.73K	87.58K	0	0
Mar 31, 2024	180 WEALTH ADVISORS, LLC	0.01%	20.69K	102.22K	0	0
Mar 31, 2024	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.01%	21.24K	104.93K	0	0
Mar 31, 2024	HRT FINANCIAL LP	0.01%	22.61K	111K	22.61K	+100.00%
Mar 31, 2024		0.01%	22.66K	111.92K	600	+2.72%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.02%	22.75K	112.39K	-102.18K	-81.79%
Mar 31, 2024	MADISON WEALTH PARTNERS, INC	0.02%	23.25K	114.87K	-4	-0.02%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.02%	23.27K	114.94K	0	0
Mar 31, 2024	CORNERSTONE WEALTH GROUP, LLC	0.02%	24.81K	122.56K	24.81K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.16%	236.98K	1.17M	7.03K	+3.05%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.17%	259.73K	1.28M	-6.3K	-2.37%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.17%	264.1K	1.31M	-2.55K	-0.96%
Mar 31, 2024	UBS GROUP AG	0.18%	272.81K	1.35M	-46.31K	-14.51%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.95%	4.47M	22.08M	1.03M	+29.96%
Dec 31, 2023	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	54.26K	270.75K	32.8K	+152.88%
Dec 31, 2023	LION STREET ADVISORS, LLC	0.04%	48.84K	243.69K	0	0
Dec 31, 2023	MORGAN STANLEY	1.04%	1.38M	6.89M	-96.81K	-6.55%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.03%	43.96K	219.38K	28.72K	+188.42%
Dec 31, 2023	MOORS & CABOT, INC.	0.03%	41.75K	208.33K	15K	+56.07%
Dec 31, 2023	INTEGRATED CAPITAL MANAGEMENT, INC.	0.03%	40.77K	203.42K	2.55K	+6.66%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.03%	40.1K	200.11K	40.1K	+100.00%
Dec 31, 2023	SFI ADVISORS, LLC	0.03%	40.07K	199.97K	0	0
Dec 31, 2023	CARL P. SHERR & CO., LLC	0.03%	36.8K	183.63K	4.7K	+14.64%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.03%	36.36K	181.44K	406	+1.13%
Dec 31, 2023	SYNOVUS FINANCIAL CORP	0.03%	35.4K	176.62K	369	+1.05%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.03%	34.6K	173K	-8.67K	-20.03%
Dec 31, 2023	ROYAL BANK OF CANADA	0.03%	33.95K	169K	-1.32K	-3.74%
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.03%	33.91K	169.21K	-4K	-10.55%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.03%	33.47K	167.04K	18.05K	+117.08%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.02%	32.25K	160.94K	-1.89K	-5.54%
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.02%	29.74K	148.38K	-1.89K	-5.97%
Dec 31, 2023	TEMPUS WEALTH PLANNING, LLC	0.02%	27.98K	139.61K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.02%	27.63K	137.89K	605	+2.24%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.59%	3.44M	17.16M	643.91K	+23.04%
Dec 31, 2023	MARINER, LLC	0.02%	24.17K	120.6K	7.82K	+47.83%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	1.4%	1.86M	9.3M	129.04K	+7.44%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.02%	23.27K	112.15K	-326	-1.38%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.85%	1.13M	5.64M	65.04K	+6.10%
Dec 31, 2023	INVESCO LTD.	0.78%	1.04M	5.17M	268.05K	+34.90%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.69%	921.78K	4.6M	191.45K	+26.21%
Dec 31, 2023	LPL FINANCIAL LLC	0.63%	836.28K	4.17M	39.83K	+5.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.43%	575.91K	2.87M	67.74K	+13.33%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.27%	356.71K	1.78M	-90.6K	-20.26%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.27%	355.27K	1.77M	31.22K	+9.63%
Dec 31, 2023	COHEN & STEERS, INC.	0.26%	345.91K	1.73M	0	0
Dec 31, 2023	UBS GROUP AG	0.24%	319.13K	1.59M	58.02K	+22.22%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.2%	266.65K	1.33M	32.64K	+13.95%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.2%	266.02K	1.33M	-273.72K	-50.71%
Dec 31, 2023		0.11%	147.12K	734.11K	147.12K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.15%	205.3K	1.01M	10.5K	+5.39%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.13%	178.39K	890.19K	127.99K	+253.92%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.12%	165.53K	825.99K	-927	-0.56%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.11%	148.76K	742.29K	5.91K	+4.14%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.1%	135.54K	680.36K	93.4K	+221.66%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.09%	124.93K	623.39K	102.18K	+449.13%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	113.02K	563.98K	848	+0.76%
Dec 31, 2023	CETERA ADVISORS LLC	0.08%	111.77K	557.72K	10.9K	+10.80%
Dec 31, 2023	SIGMA PLANNING CORP	0.08%	100.14K	499.7K	-100.01K	-49.97%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.07%	94.6K	472K	10.6K	+12.62%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	91.57K	456.96K	2.41K	+2.71%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	85.84K	428K	1.26K	+1.48%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.06%	83.82K	420.46K	15.27K	+22.27%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.06%	76.91K	383.78K	44.85K	+139.91%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	61.89K	308.83K	-25.54K	-29.21%

Insiders

Among the PHK insiders holding of N/A of the stake in company, GROSS WILLIAM H, , holds the largest shares of 186.6K. CITIGROUP INC, 10 percent owner, is the second largest PHK insider with ownership of 7.02K shares. COGAN SARAH E, director, stands third with possession of 1.5K shares of that stake.

Insiders	Designation	Shares Held
GROSS WILLIAM H		186.6K
CITIGROUP INC	10 percent owner	7.02K
COGAN SARAH E	director	1.5K
KENNEDY RAYMOND G		1.2K
BANK OF AMERICA CORP /DE/	10 percent owner	0
ALLIANZ GLOBAL INVESTORS OF AMERICA L P		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 09, 2020	COGAN SARAH E	PURCHASE	7.65	1.5K	11.48K	1.5K
Jul 25, 2016	BANK OF AMERICA CORP /DE/	SALE	9.98	100	998	0
Oct 24, 2013	CITIGROUP INC	PURCHASE	25000.13	1	25K	7.02K
Aug 17, 2012	GROSS WILLIAM H	SALE	17.97	20K	359.36K	186.6K
Dec 14, 2010	GROSS WILLIAM H	PURCHASE	12.09	50K	604.52K	206.6K
Dec 13, 2010	GROSS WILLIAM H	PURCHASE	12.13	149.6K	1.82M	156.6K
Feb 24, 2010	BANK OF AMERICA CORP /DE/	SALE	11.20	392	4.39K	0
Aug 16, 2007	GROSS WILLIAM H	PURCHASE	11.30	3K	33.9K	3K
May 23, 2007	ALLIANZ GLOBAL INVESTORS OF AMERICA L P	SALE	16.23	64	1.04K	0
May 04, 2006	KENNEDY RAYMOND G	SALE	14.94	47K	702.18K	1.2K
Oct 03, 2005	KENNEDY RAYMOND G	PURCHASE	14.97	1.3K	19.46K	19.5K
Aug 19, 2003	KENNEDY RAYMOND G	PURCHASE	13.29	3.3K	43.86K	4.5K

Frequently Asked Questions