How many institutions own PMO 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 PMO shares is 101, representing 27.72% of the company's common stock.

Who are the major shareholders selling Putnam Municipal Opportunities Trust stock?

BANK OF MONTREAL /CAN/, in the last quarter, reduced its stake in PMO by -5.38% restricting it's holding to 21.51 thousand shares of worth nearly $230.14K. INTEGRATED CAPITAL MANAGEMENT, INC. also lessened -1.05% of the PMO shares from its portfolio, reducing its holding to 22.91 thousand shares of worth $245.11K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned PMO shares holding by -6.65% last quarter which brought its holding to 32.47 thousand shares worth $347.00K.

Investors who are buying PMO stock?

As per its latest 13F filing, RIVERNORTH CAPITAL MANAGEMENT, LLC increased its stake in PMO by 72.76% in the last quarter. The institutional holder raised its holding to 427.63 thousand shares having worth more than $4.58M. OPPENHEIMER & CO INC also added 14.17% more shares of PMO to its portfolio, raising its holding to 20.15 thousand shares of worth $215.56K. also increased its PMO shares holding by 100% which brought its holding to 15.3 thousand shares worth $163.71M.

PMO's major insiders: who are they?

The insider with the most stakes in PMO is Karpus Management, Inc. , 10 percent owner at the company. Additionally, PMO stock is highly held by EVP & Chief Operating Officer Cooper Aaron M and director PUTNAM GEORGE III among others.

Did an insider recently sell PMO stock?

Company executives, directors, and other insiders own 0.02% percent of Putnam Municipal Opportunities Trust's stock. Within the last six months, there have been 0 transaction(s) in which PMO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/, HILL JOHN A, and THORNDIKE W NICHOLAS.

Which insider recently purchased PMO stock?

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

How much of PMO does insiders own?

Around 0 Putnam Municipal Opportunities Trust shares are held by insiders, which represents about 0.02% of PMO stock.

Who is the insider with the largest stake?

PMO 10 percent owner, Karpus Management, Inc. holds the largest portfolio of the company's shares. PMO shares owned by Karpus total nearly 204.38 thousand.

Which institution holds the most shares in PMO?

RIVERNORTH CAPITAL MANAGEMENT, LLC is the largest institutional owner in PMO which holds 427.63 thousand shares worth $4.58M or 1.56% of the total PMO shares outstanding followed by OPPENHEIMER & CO INC with ownership of 20.15 thousand shares representing 0.07% of the PMO ownership. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the third largest stakeholder with 20.38 thousand shares or 0.07% of the ownership worth more than $218.05K.

Is Putnam Municipal Opportunities 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 PMO is concerned, it is a stock which is not optionable.

Is there a short position on PMO's shares?

Number of PMO 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 PMO shares are there?

As of today, null shares of PMO are outstanding.

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

PMO 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 PMO is null.

Putnam Municipal Opportunities Trust (PMO) 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

0.02% Percentage of Shares held by All Insiders

27.72% Percentage of Shares held by All Institutions

27.73% Percentage of Float held by Institutions

101

Number of Institutions Holding Shares

Institutional Ownership

About 27.72% of PMO shares are held by financial institutions. RIVERNORTH CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 427.63K shares valued at $4.58M. A 1.56% stake in Putnam Municipal Opportunities Trust is owned by the company. OPPENHEIMER & CO INC owns 20.15K shares valued at $215.56K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.56%	427.63K	4.58M	180.11K	+72.76%
Dec 31, 2025	OPPENHEIMER & CO INC	0.07%	20.15K	215.56K	2.5K	+14.17%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	20.38K	218.05K	0	0
Dec 31, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	20.52K	219.51K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.08%	21.51K	230.14K	-1.22K	-5.38%
Dec 31, 2025		0.06%	15.3K	163.71M	15.3K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	22.3K	238.61K	0	0
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.08%	22.5K	240.75K	2.48K	+12.36%
Dec 31, 2025	GENERATION CAPITAL MANAGEMENT LLC	0.08%	22.75K	243.4K	6K	+35.83%
Dec 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.08%	22.91K	245.11K	-243	-1.05%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	23.19K	248.11K	2.41K	+11.58%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.09%	24.11K	258K	3.26K	+15.61%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.09%	26.01K	278.31K	29	+0.11%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	32.47K	347K	-2.31K	-6.65%
Dec 31, 2025	ROYAL BANK OF CANADA	0.14%	38.57K	412K	8.49K	+28.24%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.15%	41.6K	445.12K	-2.4K	-5.45%
Dec 31, 2025	COLONY GROUP, LLC	0.19%	53.01K	567.2K	53.01K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.29%	78.59K	840.94K	5.49K	+7.51%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.29%	78.68K	841.86K	-11.52K	-12.77%
Dec 31, 2025	NOVA R WEALTH, INC.	0.34%	93.06K	995.73K	0	0
Dec 31, 2025	INTELLUS ADVISORS LLC	0.37%	101.02K	1.08M	-1.44K	-1.41%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.4%	108.35K	1.16M	-2.44K	-2.20%
Dec 31, 2025	SMITH, MOORE & CO.	0.42%	115.24K	1.23M	-10.07K	-8.03%
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	0.43%	118.23K	1.27M	41.19K	+53.47%
Dec 31, 2025	COHEN & STEERS, INC.	0.49%	134.2K	1.44M	0	0
Dec 31, 2025	UBS GROUP AG	0.5%	138K	1.48M	1.55K	+1.14%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.55%	149.72K	1.6M	17.67K	+13.38%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	165.41K	1.77M	41.81K	+33.83%
Dec 31, 2025	LPL FINANCIAL LLC	0.65%	178.61K	1.91M	26.56K	+17.47%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.77%	210.25K	2.25M	25.51K	+13.81%
Dec 31, 2025	FIERA CAPITAL CORP	1.03%	283.5K	3.03M	-5.37K	-1.86%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	303.91K	3.25M	-16.74K	-5.22%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.36%	372.02K	3.98M	92.36K	+33.03%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	1.36%	372.58K	3.99M	-190.96K	-33.89%
Dec 31, 2025	MORGAN STANLEY	1.46%	401.21K	4.29M	16.76K	+4.36%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	1.72%	472.4K	5.05M	-8.04K	-1.67%
Dec 31, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	10.5K	112.35K	0	0
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.04%	10.56K	112.94K	40	+0.38%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	1.8%	493.4K	5.28M	332.94K	+207.50%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.89%	518.69K	5.55M	70.74K	+15.79%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.18%	598.34K	6.4M	177.79K	+42.28%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	11.94K	127.76K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.04%	12K	128.4K	-139	-1.15%
Dec 31, 2025	STALEY CAPITAL ADVISERS INC	0.05%	12.5K	133.75K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.05%	12.97K	138.73K	1.07K	+9.00%
Dec 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.05%	13.4K	143.38K	0	0
Dec 31, 2025	SUCCESSFUL PORTFOLIOS LLC	0.05%	13.43K	143.14K	0	0
Dec 31, 2025	MOORS & CABOT, INC.	0.05%	13.84K	148.07K	1.62K	+13.26%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.05%	14K	149.8K	0	0
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.05%	14.81K	158.5K	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	18.34K	196.24K	0	0
Dec 31, 2025	BURFORD BROTHERS, INC.	0.07%	19.9K	212.93K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	30.98K	331.49K	-8.95K	-22.42%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	66.37K	710.14K	660	+1.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.57%	155.16K	1.66B	936	+0.61%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	11.94K	123.34K	0	0
Sep 30, 2025	STALEY CAPITAL ADVISERS INC	0.04%	12.5K	129.13K	0	0
Sep 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.05%	13.4K	138.42K	0	0
Sep 30, 2025	SUCCESSFUL PORTFOLIOS LLC	0.05%	13.43K	138.71K	1K	+8.05%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	14K	144.62K	0	0
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.05%	14.81K	153.02K	-8.28K	-35.85%
Sep 30, 2025	SUNPOINTE, LLC	0.05%	15.36K	158.67K	-10	-0.07%
Sep 30, 2025	INVESCO LTD.	0.37%	104.03K	1.07M	25.29K	+32.13%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.39%	110.79K	1.14M	-3.13K	-2.75%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	123.6K	1.28M	-2.52K	-2.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.06%	17.65K	182.28K	0	0
Sep 30, 2025	GENERATION CAPITAL MANAGEMENT LLC	0.06%	16.75K	173.01K	0	0
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.09%	25.81K	266.67K	302	+1.18%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.09%	25.98K	268.38K	512	+2.01%
Sep 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.11%	31.29K	323.27K	0	0
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	32K	330.56K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	34.78K	359K	-4.79K	-12.10%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	39.93K	396.64K	-2.88K	-6.72%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	65.71K	678.77K	-4.47K	-6.36%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.27%	77.04K	795.82K	2.07K	+2.77%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.47%	132.04K	1.36M	37.64K	+39.87%
Sep 30, 2025	COHEN & STEERS, INC.	0.48%	134.2K	1.39M	0	0
Sep 30, 2025	UBS GROUP AG	0.49%	136.44K	1.41M	-22.19K	-13.99%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	18.34K	189.45K	350	+1.95%
Sep 30, 2025	BURFORD BROTHERS, INC.	0.07%	19.9K	205.57K	0	0
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.07%	20.03K	206.86K	20.03K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	20.38K	210.51K	-245	-1.19%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	20.78K	214.68K	-7.77K	-27.21%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	20.86K	215.44K	-1.31K	-5.92%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	22.3K	230.36K	22.3K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.08%	22.73K	234.81K	326	+1.46%
Sep 30, 2025	ROYAL BANK OF CANADA	0.11%	30.08K	311K	8K	+36.25%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.26%	73.1K	755.14K	38.75K	+112.82%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.32%	90.19K	931.7K	-812	-0.89%
Sep 30, 2025	NOVA R WEALTH, INC.	0.33%	93.06K	961.3K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	93.78K	968.71K	538	+0.58%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.37%	102.46K	1.06M	-24K	-18.98%
Sep 30, 2025	SMITH, MOORE & CO.	0.45%	125.3K	1.29M	47.3K	+60.64%
Sep 30, 2025	LPL FINANCIAL LLC	0.54%	152.05K	1.57M	24.81K	+19.50%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.55%	154.22K	1.59M	1.87K	+1.23%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.57%	160.46K	1.66M	72.02K	+81.43%
Sep 30, 2025	MATISSE CAPITAL	0.59%	166.37K	1.72M	0	0
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.66%	184.74K	1.91M	-513	-0.28%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.67%	187.99K	1.94M	4.11K	+2.24%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.88%	247.52K	2.56M	0	0
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.91%	256.49K	2.65M	24.5K	+10.56%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1%	279.66K	2.89M	54.84K	+24.40%
Sep 30, 2025	FIERA CAPITAL CORP	1.03%	288.88K	2.98M	-2.36K	-0.81%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	320.65K	3.31M	658	+0.21%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.25%	350.36K	3.62M	-27.05K	-7.17%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.5%	420.55K	4.34M	113.43K	+36.94%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.6%	447.96K	4.63M	-2.41K	-0.54%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	1.71%	480.44K	4.96M	0	0
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	2.01%	563.54K	5.82M	33.83K	+6.39%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.17%	607.76K	6.28M	2.79K	+0.46%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.08%	23.15K	239.15K	-1.87K	-7.46%
Sep 30, 2025	MORGAN STANLEY	1.37%	384.45K	3.97M	16.79K	+4.57%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.16%	44K	454.52K	44K	+100.00%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.07%	20.3K	209.7K	0	0
Sep 30, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	20.52K	211.92K	0	0
Sep 30, 2025	DUNCKER STREETT & CO INC	0.02%	4.9K	50.62K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.03%	7.2K	74.39K	0	0
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.04%	10.11K	104.42K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	10.43K	107.79K	94	+0.91%
Sep 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	10.5K	108.47K	0	0
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.04%	10.52K	108.62K	-2.43K	-18.77%
Jun 30, 2025	MATISSE CAPITAL	0.59%	166.37K	1.65M	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	28.55K	282.38K	3.28K	+12.99%
Jun 30, 2025	LEIGH BALDWIN & CO., LLC	0.09%	25.51K	252.31K	292	+1.16%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.09%	25.47K	251.89K	-9.4K	-26.96%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.89%	529.72K	5.24M	-111.6K	-17.40%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	1.71%	480.44K	4.75M	-350	-0.07%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	17.99K	177.92K	605	+3.48%
Jun 30, 2025	SUNPOINTE, LLC	0.05%	15.37K	152.01K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	14K	138.46K	0	0
Jun 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.05%	13.4K	132.53K	0	0
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.05%	12.94K	128.02K	12.94K	+100.00%
Jun 30, 2025	STALEY CAPITAL ADVISERS INC	0.04%	12.5K	123.63K	0	0
Jun 30, 2025	SUCCESSFUL PORTFOLIOS LLC	0.04%	12.43K	122.91K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.04%	12K	118.68K	12K	+100.00%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	11.94K	118.09K	0	0
Jun 30, 2025	PRIVATE WEALTH ADVISORS, LLC	0.04%	11.77K	116.45K	0	0
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.04%	11.76K	116.3K	457	+4.04%
Jun 30, 2025	MOORS & CABOT, INC.	0.04%	11.45K	113.23K	-5.65K	-33.03%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	10.9K	107.78K	-3.28K	-23.15%
Jun 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	10.5K	103.85K	10.5K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	10.34K	102.26K	10.34K	+100.00%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.09%	307.12K	3.04M	60.02K	+24.29%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.8%	224.81K	2.22M	13.1K	+6.19%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.66%	183.88K	1.82M	-32.95K	-15.20%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.54%	152.35K	1.51M	26.02K	+20.59%
Jun 30, 2025	LPL FINANCIAL LLC	0.45%	127.23K	1.26M	5.03K	+4.12%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	126.13K	1.25M	8.05K	+6.82%
Jun 30, 2025	NOVA R WEALTH, INC.	0.33%	93.06K	920.35K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.32%	91.01K	900.04K	-4.18K	-4.39%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.32%	88.44K	874.66K	88.44K	+100.00%
Jun 30, 2025	INVESCO LTD.	0.28%	78.73K	778.67K	54.76K	+228.44%
Jun 30, 2025	SMITH, MOORE & CO.	0.28%	78K	771.45K	-1.23K	-1.55%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.27%	74.97K	741.41K	3.1K	+4.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	70.17K	694.02K	-6.5K	-8.48%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.09%	25.02K	247.43K	3.96K	+18.79%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	0.08%	23.09K	228.36K	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.08%	22.41K	221.59K	994	+4.64%
Jun 30, 2025	ROYAL BANK OF CANADA	0.08%	22.07K	218K	-172	-0.77%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	20.62K	203.96K	-5.88K	-22.18%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	39.57K	391K	-8.32K	-17.37%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	42.81K	423.38K	2.22K	+5.48%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	22.17K	219.24K	22.17K	+100.00%
Jun 30, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	20.52K	202.89K	20.52K	+100.00%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.07%	20.3K	200.77K	0	0
Jun 30, 2025	AMERICAN NATIONAL BANK	0.07%	20K	197.8K	20K	+100.00%
Jun 30, 2025	BURFORD BROTHERS, INC.	0.07%	19.9K	196.81K	0	0
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.61%	450.37K	4.45M	-6.93K	-1.51%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	1.35%	377.41K	3.73M	-5.35K	-1.40%
Jun 30, 2025	MORGAN STANLEY	1.31%	367.66K	3.64M	-43.69K	-10.62%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	319.99K	3.17M	4.45K	+1.41%
Jun 30, 2025	FIERA CAPITAL CORP	1.04%	291.23K	2.88M	-3.62K	-1.23%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.88%	247.52K	2.45M	1.82K	+0.74%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.83%	231.99K	2.29M	132.44K	+133.05%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.66%	185.25K	1.83M	2.37K	+1.29%
Jun 30, 2025	COHEN & STEERS, INC.	0.48%	134.2K	1.33M	10K	+8.05%
Jun 30, 2025		0.45%	126.46K	1.25M	2.27K	+1.83%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.41%	113.92K	1.13M	113.92K	+100.00%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.34%	94.41K	933.7K	0	0
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	93.24K	922.13K	518	+0.56%
Jun 30, 2025	TECTONIC ADVISORS LLC	0.13%	36.29K	358.91K	415	+1.16%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	34.35K	339.72K	-256	-0.74%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	32K	316.48K	0	0
Jun 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.11%	31.29K	309.5K	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.16%	604.97K	5.98M	125.2K	+26.10%
Jun 30, 2025	UBS GROUP AG	0.57%	158.64K	1.57M	-106.89K	-40.26%
Jun 30, 2025	INTELLUS ADVISORS LLC	0.45%	126.46K	1.25M	2.27K	+1.83%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	0.08%	23.09K	235.29K	0	0
Mar 31, 2025	LEIGH BALDWIN & CO., LLC	0.08%	25.22K	256.99K	337	+1.35%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	25.27K	257.49K	5.06K	+25.04%
Mar 31, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.1%	31.29K	318.89K	0	0
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.31%	94.41K	962.02K	0	0
Mar 31, 2025	MATISSE CAPITAL	0.54%	166.37K	1.7M	-23.63K	-12.44%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	45.53K	463.97K	1	0.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	47.89K	488K	1.09K	+2.33%
Mar 31, 2025	RIVERBRIDGE PARTNERS LLC	0.23%	71.87K	732.3K	6.25K	+9.52%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	76.68K	781.34K	-13.78K	-15.23%
Mar 31, 2025	NOVA R WEALTH, INC.	0.3%	93.06K	948.27K	0	0
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.1%	32K	326.08K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.11%	34.61K	352.63K	-2.11K	-5.74%
Mar 31, 2025	SMITH, MOORE & CO.	0.26%	79.23K	807.36K	1.52K	+1.95%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	92.72K	944.82K	-806	-0.86%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	0.32%	99.55K	1.01M	1.51K	+1.54%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.38%	118.07K	1.2M	-7.51K	-5.98%
Mar 31, 2025	LPL FINANCIAL LLC	0.4%	122.2K	1.25M	14.51K	+13.48%
Mar 31, 2025	COHEN & STEERS, INC.	0.4%	124.2K	1.27M	20K	+19.19%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	17.39K	177.15K	2.28K	+15.06%
Mar 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.07%	21.06K	214.6K	735	+3.62%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	26.5K	270.04K	-21.88K	-45.23%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.31%	95.18K	969.89K	-305	-0.32%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.41%	126.33K	1.29M	2.26K	+1.82%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.53%	163.39K	1.66M	-23.53K	-12.59%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.7%	216.83K	2.21M	21.18K	+10.83%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.8%	245.7K	2.5M	-16.87K	-6.43%
Mar 31, 2025	UBS GROUP AG	0.86%	265.52K	2.71M	-18.15K	-6.40%
Mar 31, 2025	FIERA CAPITAL CORP	0.96%	294.86K	3M	-20.78K	-6.58%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.8%	247.1K	2.52M	-44.22K	-15.18%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.02%	315.54K	3.22M	7.86K	+2.55%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	1.24%	382.76K	3.9M	20.08K	+5.54%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	2.08%	641.32K	6.62M	66.15K	+11.50%
Mar 31, 2025	MORGAN STANLEY	1.34%	411.35K	4.19M	-1.24K	-0.30%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.49%	457.29K	4.66M	112.76K	+32.73%
Mar 31, 2025	MOORS & CABOT, INC.	0.06%	17.1K	174.2K	141	+0.83%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.69%	211.71K	2.16M	60.47K	+39.98%
Mar 31, 2025	BURFORD BROTHERS, INC.	0.06%	19.9K	202.78K	0	0
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.59%	182.89K	1.86M	-50.97K	-21.80%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	1.56%	480.79K	4.9M	-56	-0.01%
Mar 31, 2025		0.05%	16.75K	170.66K	-6.13K	-26.81%
Mar 31, 2025	TECTONIC ADVISORS LLC	0.12%	35.88K	365.56K	478	+1.35%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	40.59K	413.56K	3.72K	+10.09%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.56%	479.77K	4.89M	111.73K	+30.36%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.07%	20.3K	206.86K	0	0
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.11%	34.87K	355.31K	-3.76K	-9.74%
Mar 31, 2025	INVESCO LTD.	0.08%	23.97K	244.28K	1.21K	+5.33%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.07%	21.41K	218.18K	-1.35K	-5.94%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	22.25K	226K	3.16K	+16.57%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.08%	26.17K	265.86K	4.2K	+19.12%
Mar 31, 2024	COLLABORATIVE WEALTH MANAGMENT INC.	0.05%	15.32K	155.69K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.05%	15.7K	159.54K	15.7K	+100.00%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.05%	16.18K	149.45K	-688	-4.08%
Mar 31, 2024	1ST SOURCE BANK	0.19%	61.89K	628.84K	-2.22K	-3.46%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	64.13K	652K	-1.72K	-2.61%
Mar 31, 2024	NINE MASTS CAPITAL LTD	0.2%	65.15K	661.88K	65.15K	+100.00%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.2%	67.08K	681.49K	67.08K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.21%	68.29K	693.8K	-3.6K	-5.01%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.29%	96.57K	981.1K	-9.6K	-9.04%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.3%	98.61K	1M	34.31K	+53.35%
Mar 31, 2024	NOVA R WEALTH, INC.	0.3%	100K	1.02M	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.33%	109.07K	1.11M	-1.86K	-1.68%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.35%	115.8K	1.18M	115.8K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.36%	118.53K	1.2M	-3.52K	-2.88%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.37%	121.77K	1.24M	121.77K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.46%	151.65K	1.54M	3.58K	+2.42%
Mar 31, 2024	INVESCO LTD.	0.27%	88.68K	901.02K	-25.69K	-22.46%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	125.54K	1.28M	12.72K	+11.28%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.47%	156.29K	1.59M	-3.18K	-1.99%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.61%	203.37K	2.07M	-32.91K	-13.93%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.66%	219.89K	2.23M	4.49K	+2.08%
Mar 31, 2024	UBS GROUP AG	0.83%	275.25K	2.8M	-11.98K	-4.17%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.99%	328.36K	3.34M	328.36K	+100.00%
Mar 31, 2024	FIERA CAPITAL CORP	1.41%	467.94K	4.75M	-137.72K	-22.74%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	1.45%	482.37K	4.9M	-2.6K	-0.54%
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.05%	16.59K	168.59K	16.59K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.06%	18.52K	188.13K	-26.7K	-59.05%
Mar 31, 2024	ELLIS INVESTMENT PARTNERS, LLC	0.06%	18.81K	191.06K	190	+1.02%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.06%	19.36K	196.68K	0	0
Mar 31, 2024	BURFORD BROTHERS, INC.	0.06%	19.9K	202.18K	0	0
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.07%	22.18K	226.13K	280	+1.28%
Mar 31, 2024	GILL CAPITAL PARTNERS, LLC	0.07%	23.09K	224.44K	0	0
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.07%	23.7K	240.77K	13	+0.05%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.08%	25.52K	259.26K	2.37K	+10.23%
Mar 31, 2024	COHEN & STEERS, INC.	0.08%	27.92K	284K	0	0
Mar 31, 2024	NOMURA HOLDINGS INC	0.09%	29.18K	296.42K	15.93K	+120.19%
Mar 31, 2024	TWIN FOCUS CAPITAL PARTNERS, LLC	0.09%	31.29K	317.95K	0	0
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.1%	31.61K	362.92K	-7.43K	-19.03%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.1%	32K	334.08K	0	0
Mar 31, 2024	BISON WEALTH, LLC	0.1%	33.89K	344.31K	5.39K	+18.92%
Mar 31, 2024	TECTONIC ADVISORS LLC	0.1%	34.34K	348.88K	347	+1.02%
Mar 31, 2024	SMITH, MOORE & CO.	0.11%	35.95K	365.29K	3.55K	+10.94%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	50.96K	517.72K	-3.82K	-6.97%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	53.06K	539.07K	-597	-1.11%
Mar 31, 2024	OPPENHEIMER & CO INC	0.17%	55.57K	564.62K	109	+0.20%
Mar 31, 2024	LPL FINANCIAL LLC	0.17%	56.06K	569.6K	-6.79K	-10.80%
Mar 31, 2024	SEELAUS ASSET MANAGEMENT LLC	0.03%	10.49K	106.56K	0	0
Mar 31, 2024	PRIVATE WEALTH ADVISORS, LLC	0.04%	11.77K	119.63K	0	0
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.04%	12K	121.92K	0	0
Mar 31, 2024	SUCCESSFUL PORTFOLIOS LLC	0.04%	12.43K	126.27K	0	0
Mar 31, 2024	STALEY CAPITAL ADVISERS INC	0.04%	12.5K	127K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	13.81K	140.27K	13.81K	+100.00%
Mar 31, 2024	MOORS & CABOT, INC.	0.04%	13.91K	141.32K	1.57K	+12.72%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.04%	14K	142.24K	0	0
Mar 31, 2024	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.04%	14K	142.24K	0	0
Mar 31, 2024	SIMON QUICK ADVISORS, LLC	0.04%	14.71K	149.45K	1.49K	+11.28%
Mar 31, 2024	ARS WEALTH ADVISORS GROUP, LLC	0.05%	15.09K	153.36K	0	0
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	15.11K	153.52K	381	+2.59%
Mar 31, 2024	CETERA ADVISORS LLC	0.05%	15.28K	155.27K	15.28K	+100.00%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	2.82%	935.35K	9.15M	32.41K	+3.59%
Mar 31, 2024	MORGAN STANLEY	0.67%	223K	2.27M	1.63K	+0.74%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.89%	293.76K	2.98M	-358.26K	-54.95%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.7%	236.28K	2.42M	31.68K	+15.48%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.19%	64.31K	657.86K	25.32K	+64.95%
Dec 31, 2023	1ST SOURCE BANK	0.19%	64.11K	655.86K	-1.1K	-1.69%
Dec 31, 2023	LPL FINANCIAL LLC	0.19%	62.85K	642.97K	1.53K	+2.49%
Dec 31, 2023	OPPENHEIMER & CO INC	0.16%	55.46K	567.4K	120	+0.22%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.16%	54.78K	560.37K	-10.53K	-16.12%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	53.66K	548.89K	-14.14K	-20.85%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.13%	45.22K	462.61K	975	+2.20%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.12%	39.04K	450.53K	39.04K	+100.00%
Dec 31, 2023	TECTONIC ADVISORS LLC	0.1%	33.99K	347.73K	377	+1.12%
Dec 31, 2023	SMITH, MOORE & CO.	0.1%	32.41K	331.55K	-2.91K	-8.23%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.09%	32K	327.36K	0	0
Dec 31, 2023	TWIN FOCUS CAPITAL PARTNERS, LLC	0.09%	31.29K	320.14K	0	0
Dec 31, 2023	BISON WEALTH, LLC	0.08%	28.5K	291.53K	28.5K	+100.00%
Dec 31, 2023	COHEN & STEERS, INC.	0.08%	27.92K	286K	-26K	-48.22%
Dec 31, 2023	IFP ADVISORS, INC	0.08%	26.92K	275.39K	299	+1.12%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.07%	24.89K	255.42K	24.89K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.07%	23.15K	236.83K	-11.05K	-32.31%
Dec 31, 2023	GILL CAPITAL PARTNERS, LLC	0.07%	23.09K	236.21K	-7.74K	-25.10%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.07%	21.97K	224.73K	7.41K	+50.94%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.06%	21.9K	224.8K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.06%	21.34K	218K	-4.63K	-17.83%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.06%	19.36K	198.03K	19.36K	+100.00%
Dec 31, 2023	ELLIS INVESTMENT PARTNERS, LLC	0.06%	18.62K	190.43K	211	+1.15%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.05%	16.87K	173.17K	688	+4.25%
Dec 31, 2023	COLLABORATIVE WEALTH MANAGMENT INC.	0.05%	15.32K	156.77K	0	0
Dec 31, 2023	ARS WEALTH ADVISORS GROUP, LLC	0.04%	15.09K	154.41K	-55.74K	-78.69%
Dec 31, 2023		0.04%	14.73K	150.68K	14.73K	+100.00%
Dec 31, 2023	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.04%	14K	143.22K	-7.5K	-34.88%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.04%	14K	142.52K	14K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.04%	13.96K	142.82K	13.96K	+100.00%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	0.84%	283.02K	2.9M	269.98K	+2,070.08%
Dec 31, 2023	UBS GROUP AG	0.85%	287.23K	2.94M	56.63K	+24.56%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	1.44%	484.97K	4.96M	674	+0.14%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	2.67%	902.95K	9.27M	265.27K	+41.60%
Dec 31, 2023	MORGAN STANLEY	0.66%	221.37K	2.26M	-3.77K	-1.68%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.64%	215.4K	2.2M	51.95K	+31.78%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.47%	159.47K	1.63M	11.4K	+7.70%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.44%	148.07K	1.51M	-46.14K	-23.76%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.36%	122.05K	1.25M	-18.77K	-13.33%
Dec 31, 2023	FIERA CAPITAL CORP	1.79%	605.65K	6.2M	605.65K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.93%	652.02K	6.67M	-134.43K	-17.09%
Dec 31, 2023	NOMURA HOLDINGS INC	0.04%	13.25K	135.55K	13.25K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.34%	114.37K	1.17M	-5.83K	-4.85%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	112.82K	1.15M	-17.7K	-13.56%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.33%	110.94K	1.13M	-3.64K	-3.17%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.31%	106.16K	1.09M	73.53K	+225.27%
Dec 31, 2023	NOVA R WEALTH, INC.	0.3%	100K	1.02M	0	0
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.21%	71.89K	735.4K	3.6K	+5.27%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	65.85K	674K	13.69K	+26.26%

Insiders

Among the PMO insiders holding of 0.02% of the stake in company, KARPUS MANAGEMENT, INC., 10 percent owner, holds the largest shares of 204.38K. COOPER AARON M, EVP & Chief Operating Officer, is the second largest PMO insider with ownership of 34.37K shares. PUTNAM GEORGE III, director, stands third with possession of 1.3K shares of that stake.

Insiders	Designation	Shares Held
KARPUS MANAGEMENT, INC.	10 percent owner	204.38K
COOPER AARON M	EVP & Chief Operating Officer	34.37K
PUTNAM GEORGE III	director	1.3K
HALDEMAN CHARLES E	Pres. & CEO of Putnam Invest-	270
HILL JOHN A	director	129
SINGH MANOJ P	director	101
LEIBLER KENNETH R	director	100
BAUMANN BARBARA M	director	100
DARRETTA ROBERT J	director	100
AHAMED LIAQUAT	director	100
KENNAN ELIZABETH T	director	100
HILL CATHARINE B	director	100
REYNOLDS ROBERT L	President and CEO	100
DOMOTORFFY KATINKA	director	100
PILLAI MARIE	director	100
SUTPHEN MONA	director	89
THORNDIKE W NICHOLAS	director	0
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 11, 2023	COOPER AARON M	PURCHASE	10.32	213	2.2K	34.37K
Jul 10, 2023	COOPER AARON M	PURCHASE	10.29	12.7K	130.65K	34.16K
Jul 07, 2023	COOPER AARON M	PURCHASE	10.14	14.02K	142.14K	21.46K
Jul 06, 2023	COOPER AARON M	PURCHASE	10.07	7.44K	74.99K	7.44K
Jun 05, 2023	SINGH MANOJ P	PURCHASE	9.88	101	998.39	101
Dec 01, 2022	SUTPHEN MONA	PURCHASE	11.27	89	1K	89
Oct 10, 2022	PILLAI MARIE	PURCHASE	10.04	100	999.98	100
Feb 04, 2019	HILL CATHARINE B	PURCHASE	11.86	100	1.19K	100
Sep 08, 2014	REYNOLDS ROBERT L	PURCHASE	11.71	100	1.17K	100
Mar 10, 2014	BANK OF AMERICA CORP /DE/	SALE	11.32	900	10.19K	0
Jan 27, 2014	BANK OF AMERICA CORP /DE/	SALE	11.17	400	4.47K	0
Jan 08, 2013	AHAMED LIAQUAT	PURCHASE	13.41	100	1.34K	100
Dec 05, 2012	DOMOTORFFY KATINKA	PURCHASE	13.82	100	1.38K	100
Jan 10, 2012	KENNAN ELIZABETH T	PURCHASE	12.25	100	1.23K	100
Sep 07, 2011	BANK OF AMERICA CORP /DE/	SALE	11.52	200	2.3K	0
Jun 22, 2011	BANK OF AMERICA CORP /DE/	SALE	11.34	100	1.13K	0
Feb 23, 2011	BANK OF AMERICA CORP /DE/	SALE	10.50	63	661.5	0
Nov 15, 2010	KARPUS MANAGEMENT, INC.	PURCHASE	11.38	2.7K	30.73K	204.38K
Nov 12, 2010	KARPUS MANAGEMENT, INC.	PURCHASE	11.52	800	9.22K	200.31K
Nov 11, 2010	KARPUS MANAGEMENT, INC.	PURCHASE	11.56	5.9K	68.2K	199.51K
Aug 17, 2010	BANK OF AMERICA CORP /DE/	SALE	12.02	2.5K	30.05K	0
Jul 06, 2010	BANK OF AMERICA CORP /DE/	SALE	11.46	20	229.2	0
Jul 02, 2010	BAUMANN BARBARA M	PURCHASE	11.48	100	1.15K	100
Nov 09, 2009	BANK OF AMERICA CORP /DE/	SALE	11.04	2	22.08	0
Oct 15, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.03	5.13K	56.54K	194.38K
Oct 14, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.20	1.8K	20.16K	189.25K
Oct 12, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.24	3.5K	39.34K	187.45K
Oct 09, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.36	3.2K	36.35K	183.95K
Oct 08, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.47	400	4.59K	180.75K
Oct 06, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.54	900	10.39K	180.35K
Oct 05, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.51	600	6.91K	179.45K
Oct 02, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.44	3K	34.32K	178.85K
Oct 01, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.43	274	3.13K	175.85K
Sep 25, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.34	2.3K	26.08K	175.58K
Sep 24, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.33	6.4K	72.51K	173.28K
Sep 18, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	11.30	1K	11.3K	166.88K
Aug 10, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	10.31	5.1K	52.58K	165.88K
Aug 07, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	10.31	4.62K	47.67K	160.78K
Jul 22, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	10.11	12.6K	127.39K	156.16K
Jul 21, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	10.15	9.31K	94.54K	143.56K
Jul 20, 2009	KARPUS MANAGEMENT, INC.	PURCHASE	10.10	1.56K	15.75K	134.24K
Apr 04, 2008	DARRETTA ROBERT J	PURCHASE	10.93	100	1.09K	100
Oct 02, 2007	HILL JOHN A	SALE	11.51	100	1.15K	129
Nov 01, 2006	LEIBLER KENNETH R	PURCHASE	11.75	100	1.18K	100
Apr 25, 2006	PUTNAM GEORGE III	PURCHASE	11.60	800	9.28K	1.3K
Nov 19, 2004	HALDEMAN CHARLES E	PURCHASE	12.35	270	3.33K	270
May 18, 2004	THORNDIKE W NICHOLAS	SALE	12.22	210	2.57K	0

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