How many institutions own PMM 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 PMM shares is 96, representing 23.18% of the company's common stock.

Who are the major shareholders selling Putnam Managed Municipal Income Trust stock?

WILEY BROS.-AINTREE CAPITAL, LLC, in the last quarter, reduced its stake in PMM by -4.2% restricting it's holding to 114.54 thousand shares of worth nearly $704.43K. G2 CAPITAL MANAGEMENT, LLC / OH also lessened -5.59% of the PMM shares from its portfolio, reducing its holding to 101.42 thousand shares of worth $623.71K. EVERSTAR ASSET MANAGEMENT, LLC also shunned PMM shares holding by -14.86% last quarter which brought its holding to 18.9 thousand shares worth $116.24K.

Investors who are buying PMM stock?

As per its latest 13F filing, HENNION & WALSH ASSET MANAGEMENT, INC. increased its stake in PMM by 20.28% in the last quarter. The institutional holder raised its holding to 1.21 million shares having worth more than $7.47M. OPPENHEIMER & CO INC also added 1.28% more shares of PMM to its portfolio, raising its holding to 58.03 thousand shares of worth $356.88K. AMERIPRISE FINANCIAL INC also increased its PMM shares holding by 16.43% which brought its holding to 338.67 thousand shares worth $2.08M.

PMM's major insiders: who are they?

The insider with the most stakes in PMM is Cooper Aaron M , EVP & Chief Operating Officer at the company. Additionally, PMM stock is highly held by director PUTNAM GEORGE III and Pres. & CEO of Putnam Invest- HALDEMAN CHARLES E among others.

Did an insider recently sell PMM stock?

Company executives, directors, and other insiders own 0.01% percent of Putnam Managed Municipal Income Trust's stock. Within the last six months, there have been 0 transaction(s) in which PMM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/, CHOQUETTE DANIEL STEPHANE, and HILL JOHN A.

Which insider recently purchased PMM stock?

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

How much of PMM does insiders own?

Around 0 Putnam Managed Municipal Income Trust shares are held by insiders, which represents about 0.01% of PMM stock.

Who is the insider with the largest stake?

PMM EVP & Chief Operating Officer, Cooper Aaron M holds the largest portfolio of the company's shares. PMM shares owned by Cooper total nearly 33.42 thousand.

Which institution holds the most shares in PMM?

HENNION & WALSH ASSET MANAGEMENT, INC. is the largest institutional owner in PMM which holds 1.21 million shares worth $7.47M or 2.83% of the total PMM shares outstanding followed by OPPENHEIMER & CO INC with ownership of 58.03 thousand shares representing 0.14% of the PMM ownership. CAPITAL INVESTMENT ADVISORS, LLC is the third largest stakeholder with 60.37 thousand shares or 0.14% of the ownership worth more than $371.27K.

Is Putnam Managed Municipal Income Trust stock optionable?

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

Is there a short position on PMM's shares?

Number of PMM 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 PMM shares are there?

As of today, null shares of PMM are outstanding.

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

PMM 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 PMM is null.

Putnam Managed Municipal Income Trust (PMM) 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.

ShortableNo

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

0.01% Percentage of Shares held by All Insiders

23.18% Percentage of Shares held by All Institutions

23.18% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 23.18% of PMM shares are held by financial institutions. HENNION & WALSH ASSET MANAGEMENT, INC. is the top corporate investor, holding 1.21M shares valued at $7.47M. A 2.83% stake in Putnam Managed Municipal Income Trust is owned by the company. OPPENHEIMER & CO INC owns 58.03K shares valued at $356.88K, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	2.83%	1.21M	7.47M	204.67K	+20.28%
Mar 31, 2026	OPPENHEIMER & CO INC	0.14%	58.03K	356.88K	735	+1.28%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.14%	60.37K	371.27K	0	0
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.22%	95.86K	589.51K	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.27%	114.54K	704.43K	-5.02K	-4.20%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.79%	338.67K	2.08M	47.79K	+16.43%
Mar 31, 2026	G2 CAPITAL MANAGEMENT, LLC / OH	0.24%	101.42K	623.71K	-6K	-5.59%
Mar 31, 2026	EVERSTAR ASSET MANAGEMENT, LLC	0.04%	18.9K	116.24K	-3.3K	-14.86%
Mar 31, 2026	MARINER, LLC	0.03%	14.08K	86.6K	46	+0.33%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.03%	13.61K	83.68K	0	0
Mar 31, 2026	PROCYON ADVISORS, LLC	0.03%	12.8K	78.74K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	12.58K	77.39K	33	+0.26%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.03%	12.46K	76.65K	0	0
Mar 31, 2026	WEDBUSH SECURITIES INC	0.03%	12.41K	76K	0	0
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.03%	12.02K	73.91K	0	0
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.03%	12K	73.8K	12K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.03%	11.74K	72.17K	0	0
Mar 31, 2026	UMB BANK, N.A.	0.03%	11.2K	68.88K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.03%	11.17K	68.71K	-27.68K	-71.24%
Mar 31, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.02%	10.2K	62.72K	130	+1.29%
Mar 31, 2026	LPL FINANCIAL LLC	0.53%	227.11K	1.4M	38.5K	+20.41%
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.74%	314.94K	1.94M	84.79K	+36.84%
Mar 31, 2026	INVESCO LTD.	0.93%	396.23K	2.44M	-21.67K	-5.19%
Mar 31, 2026	TCTC HOLDINGS, LLC	0.02%	10.02K	61.62K	0	0
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.02%	10K	61.5K	7K	+233.33%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.25%	107.69K	662.31K	-167.03K	-60.80%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.21%	88.37K	543.49K	-48.27K	-35.32%
Mar 31, 2026	UBS GROUP AG	0.18%	78.2K	480.91K	5.12K	+7.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.15%	63.41K	389.98K	-66.65K	-51.25%
Mar 31, 2026	KEUDELL/MORRISON WEALTH MANAGEMENT	0.13%	57.6K	354.24K	-2K	-3.36%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.05%	20K	123K	20K	+100.00%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.07%	31.98K	196.7K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.09%	39.48K	242.78K	4.62K	+13.27%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	56.67K	348.53K	3.04K	+5.67%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	41.68K	256.35K	-3.62K	-7.99%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.09%	39.72K	244.29K	0	0
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.21%	945.72K	5.82M	7.73K	+0.82%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	1.97%	844.79K	5.2M	-22.26K	-2.57%
Mar 31, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.07%	27.99K	172.11K	0	0
Mar 31, 2026	JUPITER WEALTH MANAGEMENT LLC	0.05%	20K	125.6K	20K	+100.00%
Mar 31, 2026	NOMURA HOLDINGS INC	0.04%	18.76K	115.39K	2.51K	+15.46%
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	18.29K	112.45K	0	0
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.04%	16.79K	103.28K	0	0
Mar 31, 2026	HOHIMER WEALTH MANAGEMENT, LLC	0.04%	15K	92.25K	15K	+100.00%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.03%	14.29K	87.89K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	68.87K	423.56K	-3.55K	-4.90%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.16%	69.94K	430.12K	21.89K	+45.56%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.04%	17.33K	106.56K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	29.01K	178.44K	0	0
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	31.87K	196K	0	0
Mar 31, 2026	XML FINANCIAL, LLC	0.12%	52.11K	320.5K	-15.45K	-22.87%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.18%	75.73K	465.74K	38.15K	+101.50%
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.18%	76.1K	477.92K	0	0
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.84%	361.33K	2.22M	42.65K	+13.38%
Mar 31, 2026	MORGAN STANLEY	1.68%	718.66K	4.42M	-64.73K	-8.26%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.09%	39.2K	241.06K	-2.93K	-6.96%
Mar 31, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.09%	36.5K	224.48K	2.5K	+7.35%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	32.92K	202K	-305	-0.92%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.08%	32.42K	199.38K	8K	+32.76%
Mar 31, 2026	WESBANCO BANK INC	0.06%	27.7K	170.36K	0	0
Mar 31, 2026	TWIN FOCUS CAPITAL PARTNERS, LLC	0.06%	23.99K	147.56K	0	0
Mar 31, 2026	COHEN & STEERS, INC.	0.05%	20K	123K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.05%	20.2K	124.24K	-14.73K	-42.16%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.4%	1.03M	6.32M	400.98K	+63.95%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.51%	1.07M	6.6M	-38.18K	-3.43%
Mar 31, 2026	ROYAL BANK OF CANADA	0.26%	109.66K	674K	17.47K	+18.95%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	95.86K	601.02K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	48.05K	301.27K	-14.59K	-23.29%
Dec 31, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.06%	23.99K	150.44K	0	0
Dec 31, 2025	OPPENHEIMER & CO INC	0.13%	57.29K	359.23K	-2.98K	-4.94%
Dec 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.14%	59.6K	373.69K	59.6K	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.14%	60.37K	378.51K	-9.08K	-13.07%
Dec 31, 2025	XML FINANCIAL, LLC	0.16%	67.56K	423.62K	-43.6K	-39.22%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	72.42K	454.08K	-7.28K	-9.13%
Dec 31, 2025	UBS GROUP AG	0.17%	73.08K	458.21K	1.02K	+1.42%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.18%	76.1K	474.88K	0	0
Dec 31, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.25%	107.42K	673.5K	107.42K	+100.00%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.28%	119.56K	749.64K	119.56K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.44%	188.61K	1.18M	69.9K	+58.88%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.52%	221.35K	1.39M	-281.6K	-55.99%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.68%	290.87K	1.82M	-17.02K	-5.53%
Dec 31, 2025	INVESCO LTD.	0.97%	417.9K	2.62M	78.53K	+23.14%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.19%	937.99K	5.88M	-35.87K	-3.68%
Dec 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.02%	10.07K	63.13K	10.07K	+100.00%
Dec 31, 2025	UMB BANK, N.A.	0.03%	11.2K	70.22K	11.2K	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	11.74K	73.58K	0	0
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.03%	12.02K	75.35K	0	0
Dec 31, 2025	WEDBUSH SECURITIES INC	0.03%	12.41K	78K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.03%	12.46K	78.15K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	12.55K	78.7M	32	+0.26%
Dec 31, 2025	PROCYON ADVISORS, LLC	0.03%	12.8K	80.28K	0	0
Dec 31, 2025	MARINER, LLC	0.03%	14.03K	87.99K	0	0
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.03%	14.29K	89.61K	0	0
Dec 31, 2025	KENNEDY INVESTMENT GROUP	0.03%	14.75K	92.47K	-161.32K	-91.62%
Dec 31, 2025	NOMURA HOLDINGS INC	0.04%	16.25K	101.89K	16.25K	+100.00%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.04%	16.79K	105.29K	943	+5.95%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.04%	17.33K	108.64K	0	0
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	18.29K	114.65K	0	0
Dec 31, 2025	COHEN & STEERS, INC.	0.05%	20K	125K	20K	+100.00%
Dec 31, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.05%	22.2K	139.19K	-6.7K	-23.18%
Dec 31, 2025	BURFORD BROTHERS, INC.	0.06%	25.85K	162.08K	0	0
Dec 31, 2025	WESBANCO BANK INC	0.06%	27.7K	173.68K	0	0
Dec 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.07%	27.99K	175.47K	-1.85K	-6.19%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	29.01K	181.92K	0	0
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	31.87K	199.83K	0	0
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.07%	31.98K	200.54K	-1.48K	-4.43%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	33.23K	208K	-3.36K	-9.19%
Dec 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.08%	34K	213.18K	2.95K	+9.50%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	34.85K	218.52K	-9.63K	-21.64%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	34.93K	218.98K	34.93K	+100.00%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.09%	37.58K	235.65K	14.17K	+60.52%
Dec 31, 2025	JANE STREET GROUP, LLC	0.09%	38.85K	243.6K	38.85K	+100.00%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.09%	39.72K	249.06K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.1%	42.13K	264.15K	-3K	-6.65%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	45.3K	284.04K	45.3K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	53.63K	336.25K	385	+0.72%
Dec 31, 2025	ROYAL BANK OF CANADA	0.21%	92.19K	578K	-2.88K	-3.03%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	130.06K	815.49K	-4.53K	-3.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.32%	136.64K	856.73K	5.42K	+4.13%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.64%	274.72K	1.72M	274.72K	+100.00%
Dec 31, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.02%	10K	62K	0	0
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.02%	10K	62.7K	-31.84K	-76.10%
Dec 31, 2025	TCTC HOLDINGS, LLC	0.02%	10.02K	62.83K	0	0
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.54%	230.15K	1.44M	230.15K	+100.00%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.74%	318.68K	2M	38.1K	+13.58%
Dec 31, 2025	MORGAN STANLEY	1.83%	783.38K	4.91M	5.73K	+0.74%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.02%	867.05K	5.44M	199.83K	+29.95%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.36%	1.01M	6.33M	444.37K	+78.65%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.59%	1.11M	6.97M	15.2K	+1.39%
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.03%	13.61K	85.31K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.46%	627.05K	3.93M	78.94K	+14.40%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	24.42K	153.11K	-9.99K	-29.03%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	53.24K	322K	-8.21K	-13.37%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	44.48K	268.64K	3.84K	+9.45%
Sep 30, 2025	UBS GROUP AG	0.17%	72.06K	435.24K	-14.85K	-17.09%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.1%	41.84K	252.68K	11.23K	+36.69%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.18%	76.1K	462.7K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	79.7K	481.39K	-1.02K	-1.26%
Sep 30, 2025	ROYAL BANK OF CANADA	0.22%	95.08K	574K	13.13K	+16.02%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	95.86K	578.97K	0	0
Sep 30, 2025	MORGAN STANLEY	1.81%	777.65K	4.7M	-26.36K	-3.28%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.27%	973.86K	5.88M	-23.71K	-2.38%
Sep 30, 2025	PROCYON ADVISORS, LLC	0.03%	12.8K	77.33K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	12.52K	75.61K	34	+0.27%
Sep 30, 2025	HOHIMER WEALTH MANAGEMENT, LLC	0.03%	14.4K	86.95K	0	0
Sep 30, 2025	UNITED BANK	0.03%	14.4K	86.98K	0	0
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.04%	15.62K	94.34K	15.62K	+100.00%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	18.29K	110.44K	0	0
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.07%	31.05K	187.54K	0	0
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	31.87K	192.5K	0	0
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.08%	33.47K	202.14K	-8.07K	-19.43%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.11%	45.13K	272.58K	-58.11K	-56.29%
Sep 30, 2025	XML FINANCIAL, LLC	0.26%	111.17K	671.44K	53.57K	+92.99%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	131.22K	792.59K	5.97K	+4.77%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.31%	134.59K	812.94K	78.08K	+138.16%
Sep 30, 2025	KENNEDY INVESTMENT GROUP	0.41%	176.06K	1.06M	-21.56K	-10.91%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.65%	280.58K	1.7M	4.28K	+1.55%
Sep 30, 2025	INVESCO LTD.	0.79%	339.37K	2.05M	77.96K	+29.82%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.17%	502.95K	3.04M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.55%	1.1M	6.62M	101.05K	+10.15%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.03%	13.61K	82.18K	0	0
Sep 30, 2025	MARINER, LLC	0.03%	14.03K	84.76K	0	0
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.03%	14.29K	86.32K	0	0
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.04%	17.33K	104.66K	0	0
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.05%	23.41K	141.42K	23.41K	+100.00%
Sep 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.06%	23.99K	144.92K	0	0
Sep 30, 2025	BURFORD BROTHERS, INC.	0.06%	25.85K	156.13K	0	0
Sep 30, 2025	WESBANCO BANK INC	0.06%	27.7K	167.31K	0	0
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.04%	15.85K	95.73K	15.85K	+100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.03%	12.46K	75.28K	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.55%	667.22K	4.03M	-195.4K	-22.65%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.03%	12.41K	75K	-2.96K	-19.26%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	12.02K	72.61K	-259	-2.11%
Sep 30, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.01%	3.11K	18.75K	3.11K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	5.32K	32.15K	0	0
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.02%	6.6K	39.86K	0	0
Sep 30, 2025	DUNCKER STREETT & CO INC	0.02%	7K	42.28K	0	0
Sep 30, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0.02%	9K	54.36K	0	0
Sep 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.02%	10K	61.4K	10K	+100.00%
Sep 30, 2025	TCTC HOLDINGS, LLC	0.02%	10.02K	60.52K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	11.74K	70.88K	0	0
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.03%	12.02K	72.59K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.72%	307.89K	1.84M	82.22K	+36.44%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.07%	28.9K	174.56K	-912	-3.06%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	29.01K	175.25K	0	0
Sep 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.07%	29.83K	180.19K	-1K	-3.24%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	34.41K	207.81K	13	+0.04%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	36.59K	221K	-1.48K	-3.88%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.09%	39.72K	239.92K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.28%	118.71K	716.99K	-5.1K	-4.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.28%	548.11K	3.31M	21.51K	+4.08%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.31%	564.98K	3.41M	58.22K	+11.49%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.16%	69.45K	419.45K	389	+0.56%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	62.64K	368.93K	892	+1.44%
Sep 30, 2025	OPPENHEIMER & CO INC	0.14%	60.27K	364.06K	804	+1.35%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.93%	995.51K	5.95M	69.9K	+7.55%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.08%	39.72K	237.54K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	38.07K	228K	2.61K	+7.35%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	34.39K	205.67K	12	+0.03%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.06%	31.87K	190.58K	-480	-1.48%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.06%	31.05K	185.68K	-5K	-13.87%
Jun 30, 2025	BALLAST, INC.	0.06%	30.83K	184.38K	30.83K	+100.00%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.06%	30.61K	183.02K	30.61K	+100.00%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.06%	30.83K	184.38K	-850	-2.68%
Jun 30, 2025	MORGAN STANLEY	1.56%	804.01K	4.81B	4.27K	+0.53%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.02%	526.6K	3.15M	55.67K	+11.82%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.98%	506.76K	3.03M	247.81K	+95.70%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.98%	502.95K	3.01M	-12.4K	-2.41%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.54%	276.3K	1.65M	7.74K	+2.88%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	69.06K	412.96K	-4K	-5.48%
Jun 30, 2025	HOHIMER WEALTH MANAGEMENT, LLC	0.03%	14.4K	86.08K	0	0
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.03%	14.29K	85.46K	14.29K	+100.00%
Jun 30, 2025	MARINER, LLC	0.03%	14.03K	83.92K	0	0
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.03%	13.61K	81.36K	0	0
Jun 30, 2025	PROCYON ADVISORS, LLC	0.02%	12.8K	76.56K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.02%	12.46K	74.54K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.02%	12.28K	73.44K	43	+0.35%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	12.25K	73.23K	0	0
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.02%	12.02K	71.87K	12.02K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	11.74K	70.18K	0	0
Jun 30, 2025	TCTC HOLDINGS, LLC	0.02%	10.02K	59.92K	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.94%	997.57K	5.97M	91.93K	+10.15%
Jun 30, 2025	KENNEDY INVESTMENT GROUP	0.38%	197.63K	1.18M	-26K	-11.62%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.23%	116.96K	699.4K	-268.12K	-69.63%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.2%	103.24K	617.39K	103.24K	+100.00%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.19%	95.86K	573.22K	0	0
Jun 30, 2025	UBS GROUP AG	0.17%	86.91K	519.72K	-78.58K	-47.48%
Jun 30, 2025	OPPENHEIMER & CO INC	0.12%	59.47K	355.63K	763	+1.30%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	58.94K	352.45K	20K	+51.36%
Jun 30, 2025	XML FINANCIAL, LLC	0.11%	57.6K	344.45K	34.5K	+149.35%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	56.51K	337.95K	1.58K	+2.87%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.11%	55.58K	332.39K	55.58K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	53.86K	322.06K	-422	-0.78%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	61.74K	369.23K	11.66K	+23.28%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	0.08%	41.54K	248.39K	0	0
Jun 30, 2025	BURFORD BROTHERS, INC.	0.05%	25.85K	154.58K	0	0
Jun 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.05%	23.99K	143.48K	0	0
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.04%	20.39K	121.94K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.24%	125.25K	749.01K	40.7K	+48.13%
Jun 30, 2025	LPL FINANCIAL LLC	0.24%	123.81K	740.36K	8.32K	+7.21%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.68%	862.61K	5.16M	-13.22K	-1.51%
Jun 30, 2025	INVESCO LTD.	0.51%	261.41K	1.56M	92.73K	+54.97%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.44%	225.66K	1.35M	271	+0.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.16%	81.95K	490K	-778	-0.94%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	80.72K	482.71K	928	+1.16%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.15%	76.1K	444.44K	0	0
Jun 30, 2025		0.06%	29.81K	178.28K	-15.1K	-33.62%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	29.01K	173.51K	0	0
Jun 30, 2025	WESBANCO BANK INC	0.05%	27.7K	165.65K	0	0
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	18.47K	110.47K	18.47K	+100.00%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	18.29K	109.34K	0	0
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.03%	17.33K	103.62K	17.33K	+100.00%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.03%	15.37K	92K	2.96K	+23.85%
Jun 30, 2025	UNITED BANK	0.03%	14.4K	86.11K	0	0
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.06%	29.81K	178.28K	-15.1K	-33.62%
Jun 30, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.13%	66.96K	400.45K	-2.15K	-3.11%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	61.46K	368K	326	+0.53%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	40.64K	243K	6.97K	+20.70%
Mar 31, 2025	ROYAL BANK OF CANADA	0.18%	82.73K	507K	-4.97K	-5.67%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.18%	84.55K	518.31K	-25.29K	-23.02%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.21%	95.86K	587.6K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.25%	115.49K	707.93K	28.17K	+32.25%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.32%	149.54K	916.71K	18.13K	+13.80%
Mar 31, 2025	UBS GROUP AG	0.36%	165.49K	1.01M	-4.24K	-2.50%
Mar 31, 2025	INVESCO LTD.	0.36%	168.69K	1.03M	70.19K	+71.26%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.56%	258.95K	1.59M	258.95K	+100.00%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.58%	268.56K	1.65M	-72.93K	-21.36%
Mar 31, 2025	OPPENHEIMER & CO INC	0.13%	58.71K	359.87K	0	0
Mar 31, 2025	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.15%	70.17K	430.14K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.05%	21.59K	132.32K	5.1K	+30.93%
Mar 31, 2025	XML FINANCIAL, LLC	0.05%	23.1K	141.6K	23.1K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	29.01K	177.86K	367	+1.28%
Mar 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.07%	31.68K	194.21K	-1.98K	-5.89%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	32.35K	198.31K	-2K	-5.82%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	33.67K	206.37K	450	+1.35%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	34.38K	210.76K	10.01K	+41.10%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	50.08K	307.02K	-1.21K	-2.36%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	54.28K	332.72K	3.17K	+6.20%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	54.94K	336.76K	-1.98K	-3.48%
Mar 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.15%	69.11K	423.67K	-2.5K	-3.49%
Mar 31, 2025	BRIDGEWATER ADVISORS INC.	0.16%	76.1K	450.52K	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	79.79K	489.14K	-2.18K	-2.66%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.47%	218.07K	1.34M	-29K	-11.74%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.83%	385.08K	2.43M	163.91K	+74.11%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.11%	515.35K	3.16M	292.04K	+130.78%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	35.46K	217K	845	+2.44%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	61.13K	375K	1.27K	+2.12%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.14%	66.29K	406.38K	66.29K	+100.00%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.04%	20.39K	125K	3.19K	+18.51%
Mar 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.08%	36.05K	220.99K	0	0
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	38.94K	238.7K	-16.1K	-29.25%
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.09%	39.72K	243.5K	0	0
Mar 31, 2025	BURFORD BROTHERS, INC.	0.06%	25.85K	158.46K	0	0
Mar 31, 2025	KENNEDY INVESTMENT GROUP	0.48%	223.62K	1.37M	-14.29K	-6.01%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	225.39K	1.38M	-34.16K	-13.16%
Mar 31, 2025	MORGAN STANLEY	1.72%	799.74K	4.9M	78.43K	+10.87%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.89%	875.83K	5.37M	78.37K	+9.83%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.95%	905.63K	5.55M	193.08K	+27.10%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.99%	925.61K	5.67M	212.95K	+29.88%
Mar 31, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.05%	23.99K	147.08K	0	0
Mar 31, 2025		0.04%	17.35K	106.36K	0	0
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	18.29K	106.78K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	19K	116.47K	-3.6K	-15.93%
Mar 31, 2025	WESBANCO BANK INC	0.06%	27.7K	169.8K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.01%	470.93K	2.89M	15.24K	+3.34%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.16%	73.06K	447.83K	-2.69K	-3.55%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	0.09%	41.54K	254.62K	0	0
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.1%	535.08K	3.21M	128.46K	+31.59%
Mar 31, 2024	QUAD-CITIES INVESTMENT GROUP, LLC	0.02%	10.75K	64.42K	-82	-0.76%
Mar 31, 2024	HTLF BANK	0.02%	11.2K	67.09K	0	0
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.04%	18.04K	108.05K	0	0
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	18.76K	112.4K	0	0
Mar 31, 2024	JUPITER WEALTH MANAGEMENT LLC	0.04%	20K	120.2K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	21K	125.79K	0	0
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.04%	21.66K	129.75K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.05%	23.02K	137.89K	23.02K	+100.00%
Mar 31, 2024	TWIN FOCUS CAPITAL PARTNERS, LLC	0.05%	23.99K	143.72K	-37.9K	-61.23%
Mar 31, 2024	BURFORD BROTHERS, INC.	0.05%	25.85K	154.84K	0	0
Mar 31, 2024	MARINER, LLC	0.05%	26.28K	157.42K	0	0
Mar 31, 2024	GILL CAPITAL PARTNERS, LLC	0.09%	41.54K	242.99K	0	0
Mar 31, 2024	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.09%	41.75K	250.09K	41.75K	+100.00%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.09%	45.31K	248.94K	1.89K	+4.34%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.1%	46.13K	276.3K	-163	-0.35%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.1%	49.1K	294.1K	49.1K	+100.00%
Mar 31, 2024	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.1%	50.73K	303.85K	-4.53K	-8.20%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	51.66K	309.41K	41.27K	+397.40%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.11%	53.45K	320.17K	-38.97K	-42.16%
Mar 31, 2024	ROYAL BANK OF CANADA	0.12%	60.17K	360K	1.14K	+1.93%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.71%	344.04K	2.06M	-31.73K	-8.44%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.24%	602.76K	3.61M	-29.66K	-4.69%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.11%	53.69K	321.61K	53.69K	+100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.11%	54.37K	325.64K	2.28K	+4.37%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	57.09K	342K	57.09K	+100.00%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.14%	68.67K	411.33K	0	0
Mar 31, 2024	BRIDGEWATER ADVISORS INC.	0.16%	76.1K	455.85K	76.1K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.16%	76.44K	457.84K	-9.48K	-11.03%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	84.79K	507.87K	-15.3K	-15.29%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.19%	90.02K	539.2K	0	0
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.19%	92.19K	552.21K	-12.33K	-11.80%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	27.89K	167.06K	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.06%	28.25K	169.22K	28.25K	+100.00%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.07%	33.75K	202.15K	0	0
Mar 31, 2024	HRT FINANCIAL LP	0.07%	35.95K	215K	35.95K	+100.00%
Mar 31, 2024	NOMURA HOLDINGS INC	0.08%	36.64K	219.47K	26.24K	+252.31%
Mar 31, 2024	ARKOS GLOBAL ADVISORS	0.08%	37K	222K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.08%	38.09K	228.14K	-356	-0.93%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	38.35K	230K	-1.35K	-3.39%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.08%	39.72K	237.94K	0	0
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.2%	96.02K	575.16K	87	+0.09%
Mar 31, 2024	INVESCO LTD.	0.2%	96.57K	578.47K	-54.28K	-35.98%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.25%	120.68K	722.89K	1.36K	+1.14%
Mar 31, 2024	KEUDELL/MORRISON WEALTH MANAGEMENT	0.28%	133.71K	800.92K	-38.65K	-22.42%
Mar 31, 2024	LPL FINANCIAL LLC	0.29%	140.21K	839.85K	-3.99K	-2.77%
Mar 31, 2024	UBS GROUP AG	0.38%	184.93K	1.11M	540	+0.29%
Mar 31, 2024	KENNEDY INVESTMENT GROUP	0.56%	271.25K	1.62M	-22.28K	-7.59%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.6%	290.74K	1.74M	-44.65K	-13.31%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.84%	409.34K	2.45M	-18.39K	-4.30%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.87%	424.44K	2.49M	20K	+4.95%
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.02%	11.74K	70.34K	88	+0.76%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.03%	12.4K	74K	-228.93K	-94.86%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.03%	12.47K	74.69K	-774	-5.84%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	12.62K	75.59K	900	+7.68%
Mar 31, 2024	PROCYON ADVISORS, LLC	0.03%	12.8K	76.69K	0	0
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	13.26K	79.4K	12	+0.09%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.03%	13.38K	80.15K	0	0
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	14.35K	85.96K	0	0
Mar 31, 2024	HOHIMER WEALTH MANAGEMENT, LLC	0.03%	14.4K	86.23K	0	0
Mar 31, 2024	UNITED BANK	0.03%	14.4K	86.26K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.04%	17.46K	104.61K	0	0
Mar 31, 2024	MORGAN STANLEY	1.2%	584.02K	3.5M	113.66K	+24.16%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.68%	335.39K	2.04M	38.92K	+13.13%
Dec 31, 2023	HOHIMER WEALTH MANAGEMENT, LLC	0.03%	14.4K	87.52K	0	0
Dec 31, 2023	UNITED BANK	0.03%	14.4K	87.55K	0	0
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.82%	404.44K	2.47M	119.42K	+41.90%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.82%	406.63K	2.47M	137.31K	+50.98%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.86%	427.73K	2.6M	-25.95K	-5.72%
Dec 31, 2023	MORGAN STANLEY	0.95%	470.36K	2.86M	-332.11K	-41.39%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.28%	632.42K	3.85M	371.91K	+142.76%
Dec 31, 2023	PARKSIDE INVESTMENTS, LLC	0.03%	15K	91.2K	0	0
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.03%	15.93K	96.87K	15.93K	+100.00%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.04%	17.46K	106.53K	17.46K	+100.00%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.04%	18.04K	109.68K	675	+3.89%
Dec 31, 2023	FAIRHAVEN WEALTH MANAGEMENT, LLC	0.04%	18.3K	111.26K	0	0
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	18.76K	114.09K	3.77K	+25.11%
Dec 31, 2023	ARISTIDES CAPITAL LLC	0.04%	19.9K	120.99K	19.9K	+100.00%
Dec 31, 2023	JUPITER WEALTH MANAGEMENT LLC	0.04%	20K	121.6K	0	0
Dec 31, 2023	MOORS & CABOT, INC.	0.04%	20K	121.6K	-40K	-66.67%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	21K	127.68K	199	+0.96%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	0.05%	22.77K	138.44K	22.77K	+100.00%
Dec 31, 2023	MARINER, LLC	0.05%	26.28K	159.78K	26.28K	+100.00%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.07%	33.75K	205.19K	346	+1.04%
Dec 31, 2023	ARKOS GLOBAL ADVISORS	0.07%	37K	225K	18K	+94.74%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.08%	38.44K	233.73K	-28.42K	-42.51%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	39.7K	241K	-1.48K	-3.59%
Dec 31, 2023		0.04%	21.66K	131.7K	21.66K	+100.00%
Dec 31, 2023	GILL CAPITAL PARTNERS, LLC	0.08%	41.54K	252.55K	-19.91K	-32.41%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.09%	43.43K	265.07K	-1.89K	-4.16%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.09%	46.29K	281.44K	-1.24K	-2.60%
Dec 31, 2023	ADVISOR RESOURCE COUNCIL	0.1%	49.3K	299.74K	49.3K	+100.00%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.11%	52.09K	316.7K	-6.33K	-10.84%
Dec 31, 2023	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.11%	55.26K	335.98K	-4.83K	-8.03%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	56.45K	9.29M	47.23K	+511.70%
Dec 31, 2023	ROYAL BANK OF CANADA	0.12%	59.03K	359K	-16.65K	-22.00%
Dec 31, 2023	TWIN FOCUS CAPITAL PARTNERS, LLC	0.12%	61.89K	376.31K	0	0
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.14%	68.67K	417.51K	9.15K	+15.37%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.17%	85.92K	522.37K	-81.5K	-48.68%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.18%	90.02K	547.3K	-2.88K	-3.10%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.76%	375.77K	2.28M	-81.4K	-17.80%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.19%	92.42K	561.9K	-16.04K	-14.79%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.19%	95.93K	583.28K	97	+0.10%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	100.09K	608.53K	3.87K	+4.03%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.21%	104.52K	635.46K	64.14K	+158.86%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.24%	119.32K	725.47K	-12.22K	-9.29%
Dec 31, 2023	LPL FINANCIAL LLC	0.29%	144.2K	876.73K	-15.97K	-9.97%
Dec 31, 2023	INVESCO LTD.	0.3%	150.86K	917.2K	-11.67K	-7.18%
Dec 31, 2023	KEUDELL/MORRISON WEALTH MANAGEMENT	0.35%	172.36K	1.05M	-133.63K	-43.67%
Dec 31, 2023	UBS GROUP AG	0.37%	184.39K	1.12M	-858	-0.46%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	0.49%	241.33K	1.47M	241.33K	+100.00%
Dec 31, 2023	KENNEDY INVESTMENT GROUP	0.59%	293.53K	1.78M	-12.34K	-4.03%

Insiders

Among the PMM insiders holding of 0.01% of the stake in company, COOPER AARON M, EVP & Chief Operating Officer, holds the largest shares of 33.42K. PUTNAM GEORGE III, director, is the second largest PMM insider with ownership of 1.8K shares. HALDEMAN CHARLES E, Pres. & CEO of Putnam Invest-, stands third with possession of 450 shares of that stake.

Insiders	Designation	Shares Held
COOPER AARON M	EVP & Chief Operating Officer	33.42K
PUTNAM GEORGE III	director	1.8K
HALDEMAN CHARLES E	Pres. & CEO of Putnam Invest-	450
BAXTER JAMESON A	Trustee of Putnam Funds	212
PILLAI MARIE	director	172
SINGH MANOJ P	director	171
SUTPHEN MONA	director	149
HILL JOHN A	director	129
BAUMANN BARBARA M	director	100
REYNOLDS ROBERT L	President and CEO	100
HILL CATHARINE B	director	100
AHAMED LIAQUAT	director	100
DOMOTORFFY KATINKA	director	100
KENNAN ELIZABETH T	director	100
DARRETTA ROBERT J	director	100
LEIBLER KENNETH R	director	100
THORNDIKE W NICHOLAS	director	0
CHOQUETTE DANIEL STEPHANE	Mng. Dir. of Putnam, issuer's	0
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 10, 2025	BANK OF AMERICA CORP /DE/	SALE	6.00	100	600	0
Jul 10, 2023	COOPER AARON M	PURCHASE	6.07	7.99K	48.52K	33.42K
Jul 07, 2023	COOPER AARON M	PURCHASE	5.98	16.7K	99.89K	25.43K
Jul 06, 2023	COOPER AARON M	PURCHASE	5.91	8.73K	51.59K	8.73K
Jun 05, 2023	SINGH MANOJ P	PURCHASE	5.87	171	1K	171
Dec 01, 2022	SUTPHEN MONA	PURCHASE	6.67	149	993.83	149
Oct 10, 2022	PILLAI MARIE	PURCHASE	5.80	172	1K	172
Feb 04, 2019	HILL CATHARINE B	PURCHASE	7.15	100	715	100
Sep 21, 2017	BANK OF AMERICA CORP /DE/	PURCHASE	7.51	3	22.55	0
May 03, 2016	BANK OF AMERICA CORP /DE/	PURCHASE	7.77	499	3.88K	0
May 02, 2016	BANK OF AMERICA CORP /DE/	SALE	7.74	1.07K	8.25K	0
Jun 25, 2015	BANK OF AMERICA CORP /DE/	PURCHASE	7.12	2.04K	14.49K	0
Jun 18, 2015	BANK OF AMERICA CORP /DE/	SALE	7.08	2.04K	14.41K	0
Apr 17, 2015	BANK OF AMERICA CORP /DE/	SALE	7.38	1.03K	7.57K	0
Apr 15, 2015	BANK OF AMERICA CORP /DE/	PURCHASE	7.40	510	3.77K	510
Apr 14, 2015	BANK OF AMERICA CORP /DE/	SALE	7.34	704	5.17K	0
Apr 10, 2015	BANK OF AMERICA CORP /DE/	PURCHASE	7.36	704	5.18K	704
Jan 15, 2015	BANK OF AMERICA CORP /DE/	PURCHASE	7.35	2.69K	19.77K	0
Apr 23, 2014	BANK OF AMERICA CORP /DE/	SALE	7.11	100	711	0
Mar 15, 2013	BANK OF AMERICA CORP /DE/	PURCHASE	7.80	100	780	0
Mar 13, 2013	BANK OF AMERICA CORP /DE/	SALE	7.91	2K	15.82K	0
Jan 08, 2013	AHAMED LIAQUAT	PURCHASE	8.41	100	840.8	100
Dec 05, 2012	DOMOTORFFY KATINKA	PURCHASE	8.29	100	829	100
Jan 10, 2012	KENNAN ELIZABETH T	PURCHASE	7.49	100	749	100
Apr 20, 2011	BANK OF AMERICA CORP /DE/	SALE	6.93	201	1.39K	0
Jan 07, 2011	REYNOLDS ROBERT L	PURCHASE	6.87	100	687	100
Jan 05, 2011	BANK OF AMERICA CORP /DE/	SALE	6.86	400	2.74K	0
Jan 04, 2011	BANK OF AMERICA CORP /DE/	SALE	6.88	4.27K	29.39K	0
Dec 01, 2010	BANK OF AMERICA CORP /DE/	SALE	7.27	100	727	0
Nov 29, 2010	BANK OF AMERICA CORP /DE/	SALE	7.22	100	722	0
Sep 14, 2010	CHOQUETTE DANIEL STEPHANE	SALE	7.83	1	7.59	0
Sep 09, 2010	CHOQUETTE DANIEL STEPHANE	SALE	7.83	5.13K	40.16K	1
Jul 02, 2010	BAUMANN BARBARA M	PURCHASE	7.31	100	731	100
Mar 09, 2010	BANK OF AMERICA CORP /DE/	SALE	7.00	600	4.2K	0
Mar 04, 2010	CHOQUETTE DANIEL STEPHANE	PURCHASE	6.95	4.8K	33.36K	4.8K
Feb 22, 2010	BANK OF AMERICA CORP /DE/	SALE	6.78	1.5K	10.17K	0
Apr 04, 2008	DARRETTA ROBERT J	PURCHASE	6.98	100	698	100
Oct 04, 2007	HILL JOHN A	SALE	7.33	100	733	129
Mar 26, 2007	BAXTER JAMESON A	SALE	7.80	0	1.95	212
Nov 01, 2006	LEIBLER KENNETH R	PURCHASE	7.61	100	761	100
Mar 27, 2006	PUTNAM GEORGE III	PURCHASE	7.40	1.5K	11.1K	1.8K
Nov 19, 2004	HALDEMAN CHARLES E	PURCHASE	7.21	450	3.24K	450
May 18, 2004	THORNDIKE W NICHOLAS	SALE	6.71	249	1.67K	0

Frequently Asked Questions