How many institutions own NBB 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 NBB shares is 90, representing 42.52% of the company's common stock.

Who are the major shareholders selling Nuveen Taxable Municipal Income Fund stock?

GUGGENHEIM CAPITAL LLC, in the last quarter, reduced its stake in NBB by -1.43% restricting it's holding to 41.01 thousand shares of worth nearly $648.02K. INVESCO LTD. also lessened -5.28% of the NBB shares from its portfolio, reducing its holding to 289.95 thousand shares of worth $4.58M. LASALLE ST. INVESTMENT ADVISORS, LLC also shunned NBB shares holding by -0.99% last quarter which brought its holding to 596.58 thousand shares worth $9.43M.

Investors who are buying NBB stock?

As per its latest 13F filing, ADVISORY SERVICES NETWORK, LLC increased its stake in NBB by 1.98% in the last quarter. The institutional holder raised its holding to 38.55 thousand shares having worth more than $609.09K. AMERIPRISE FINANCIAL INC also added 2.19% more shares of NBB to its portfolio, raising its holding to 306.44 thousand shares of worth $4.84M. MORGAN STANLEY also increased its NBB shares holding by 1.92% which brought its holding to 2.06 million shares worth $32.55M.

NBB's major insiders: who are they?

The insider with the most stakes in NBB is Siffermann William A , Vice President at the company. Additionally, NBB stock is highly held by Secretary ZIMMERMAN GIFFORD R and Nuveen Fund Advisors, LLC among others.

Did an insider recently sell NBB stock?

Company executives, directors, and other insiders own N/A percent of Nuveen Taxable Municipal Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which NBB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include ZIMMERMAN GIFFORD R and NUVEEN FUND ADVISORS, LLC.

Which insider recently purchased NBB stock?

There have been 1 transaction(s) during the past 6-months in which Nuveen Taxable Municipal Income Fund insiders have bought stock, totalling 75 shares

How much of NBB does insiders own?

Around 615 Nuveen Taxable Municipal Income Fund shares are held by insiders, which represents about N/A of NBB stock.

Who is the insider with the largest stake?

NBB Vice President, Siffermann William A holds the largest portfolio of the company's shares. NBB shares owned by Siffermann total nearly 615.

Which institution holds the most shares in NBB?

U.S. CAPITAL WEALTH ADVISORS, LLC is the largest institutional owner in NBB which holds 15.59 thousand shares worth $246.39K or 0.05% of the total NBB shares outstanding followed by ADVISORY SERVICES NETWORK, LLC with ownership of 38.55 thousand shares representing 0.13% of the NBB ownership. GUGGENHEIM CAPITAL LLC is the third largest stakeholder with 41.01 thousand shares or 0.14% of the ownership worth more than $648.02K.

Is Nuveen Taxable Municipal 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 NBB is concerned, it is a stock which is not optionable.

Is there a short position on NBB's shares?

Number of NBB 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 NBB shares are there?

As of today, null shares of NBB are outstanding.

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

NBB 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 NBB is null.

Nuveen Taxable Municipal Income Fund (NBB) 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

42.52% Percentage of Shares held by All Institutions

42.52% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 42.52% of NBB shares are held by financial institutions. U.S. CAPITAL WEALTH ADVISORS, LLC is the top corporate investor, holding 15.59K shares valued at $246.39K. A 0.05% stake in Nuveen Taxable Municipal Income Fund is owned by the company. ADVISORY SERVICES NETWORK, LLC owns 38.55K shares valued at $609.09K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	15.59K	246.39K	0	0
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	38.55K	609.09K	750	+1.98%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.14%	41.01K	648.02K	-594	-1.43%
Dec 31, 2025	INVESCO LTD.	0.99%	289.95K	4.58M	-16.16K	-5.28%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.04%	306.44K	4.84M	6.55K	+2.19%
Dec 31, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	2.03%	596.58K	9.43M	-5.99K	-0.99%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	500	7.9K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	700	11.06K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0.01%	1.55K	24.52K	0	0
Dec 31, 2025	MORGAN STANLEY	7.01%	2.06M	32.55M	38.85K	+1.92%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	13.03%	3.83M	60.54M	76.24K	+2.03%
Dec 31, 2025	CRESTA ADVISORS, LTD.	0.1%	28.46K	449.72K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.08%	24.47K	387K	28	+0.11%
Dec 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.09%	24.99K	394.89K	-1.09K	-4.17%
Dec 31, 2025	BCS PRIVATE WEALTH MANAGEMENT, INC.	0.09%	26.63K	420.68K	-14.23K	-34.83%
Dec 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.09%	27.43K	433.39K	1.12K	+4.26%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.1%	29.97K	473.49K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.11%	33.69K	532.3K	33.69K	+100.00%
Dec 31, 2025	INTELLUS ADVISORS LLC	0.14%	41.78K	660.09K	3.68K	+9.65%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	42.44K	670.59K	199	+0.47%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.15%	43.12K	681.3K	-970	-2.20%
Dec 31, 2025	STONEX GROUP INC.	0.22%	64.01K	1.01M	-2.32K	-3.49%
Dec 31, 2025	UBS GROUP AG	2.17%	638.49K	10.09M	-28.52K	-4.28%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.16%	48.32K	763.46K	-650	-1.33%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	52.14K	823.84K	65	+0.12%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.19%	54.66K	864K	-1.76K	-3.12%
Dec 31, 2025	BRUCE G. ALLEN INVESTMENTS, LLC	0.2%	57.87K	914.3K	1.1K	+1.94%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.22%	64.64K	1.02M	3.28K	+5.35%
Dec 31, 2025	MYSTIC ASSET MANAGEMENT, INC.	0.04%	10.75K	169.85K	0	0
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	11.05K	174.59K	0	0
Dec 31, 2025	TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC	0.04%	11.28K	178.29K	0	0
Dec 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.04%	11.61K	183.36K	-91	-0.78%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	11.7K	184.86K	0	0
Dec 31, 2025	DELTA FINANCIAL ADVISORS LLC	0.04%	11.8K	186.44K	-2K	-14.49%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	13.77K	217.61K	13.77K	+100.00%
Dec 31, 2025	KUHN & CO INVESTMENT COUNSEL	0.05%	14.51K	229.29K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.06%	18.57K	293.44K	-145	-0.77%
Dec 31, 2025	ORLEANS CAPITAL MANAGEMENT CORP/LA	0.07%	20.3K	320.74K	-1K	-4.69%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	23.06K	364.47K	-2.68K	-10.41%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.11%	32.58K	514.69K	-5.82K	-15.16%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	43.89K	693.48K	787	+1.83%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.23%	68.66K	1.08M	-224	-0.33%
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.25%	74.74K	1.18M	-9.53K	-11.31%
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	0.46%	134.85K	2.13M	82.39K	+157.08%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.53%	154.34K	2.44M	-1.36K	-0.87%
Dec 31, 2025	LPL FINANCIAL LLC	0.54%	158.11K	2.5M	-21.52K	-11.98%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.27%	373K	5.89M	-138.51K	-27.08%
Dec 31, 2025	M&T BANK CORP	1.34%	394K	6.22M	-141.24K	-26.39%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.83%	536.99K	8.48M	36.83K	+7.36%
Dec 31, 2025	EAGLE BLUFFS WEALTH MANAGEMENT LLC	2.85%	836.44K	13.22M	21.31K	+2.61%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.15%	1.22M	19.26M	17.18K	+1.43%
Dec 31, 2025	CAITLIN JOHN, LLC	0.04%	12.09K	190.96K	36	+0.30%
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	2.8K	44.24K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.77K	75.41K	1.2K	+33.59%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.02%	5.15K	81.37K	5.15K	+100.00%
Dec 31, 2025	COMERICA BANK	0.02%	5.24K	82.71K	30	+0.58%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	16.08K	254.09K	-1.7K	-9.55%
Dec 31, 2025	MAYFLOWER FINANCIAL ADVISORS, LLC	0.06%	16.59K	262.19K	6.09K	+58.04%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	17.23K	272.24K	1.18K	+7.35%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	17.55K	277.24K	0	0
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.06%	18.02K	284.64K	-407.88K	-95.77%
Dec 31, 2025	FOCUSED WEALTH MANAGEMENT, INC	0.06%	18.44K	291.32K	128	+0.70%
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.06%	18.47K	291.75K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	19.74K	311.81K	-1.14K	-5.44%
Dec 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.07%	20K	316K	0	0
Sep 30, 2025	MAYFLOWER FINANCIAL ADVISORS, LLC	0.04%	10.5K	170.31K	0	0
Sep 30, 2025	MYSTIC ASSET MANAGEMENT, INC.	0.04%	10.75K	174.37K	0	0
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.14%	41.61K	674.88K	10.39K	+33.27%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.1%	29.97K	486.08K	-25	-0.08%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.13%	38.1K	617.98K	4.97K	+15.01%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.13%	38.4K	622.82K	2.89K	+8.14%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	42.24K	685K	-1.08K	-2.48%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	52.08K	844.68K	2.52K	+5.09%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.18%	52.45K	850.78K	711	+1.37%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.19%	56.43K	915K	-5.9K	-9.47%
Sep 30, 2025	STONEX GROUP INC.	0.23%	66.33K	1.08M	1.37K	+2.11%
Sep 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	2.05%	602.58K	9.77M	602.58K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	20.87K	338.52K	49	+0.24%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	17.55K	284.61K	5.69K	+47.93%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	25.74K	412.89K	-6.34K	-19.76%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.21%	61.35K	995.16K	7.29K	+13.47%
Sep 30, 2025	EAGLE BLUFFS WEALTH MANAGEMENT LLC	2.77%	815.13K	13.3M	68.34K	+9.15%
Sep 30, 2025	TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC	0.04%	11.28K	183.03K	0	0
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.09%	26.08K	423.02K	-50	-0.19%
Sep 30, 2025	ORLEANS CAPITAL MANAGEMENT CORP/LA	0.07%	21.3K	345.49K	-16.8K	-44.09%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	17.78K	288.37K	1.36K	+8.26%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.06%	18.23K	295.66K	214	+1.19%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.06%	18.72K	303.59K	2.02K	+12.07%
Sep 30, 2025	ROYAL BANK OF CANADA	0.08%	24.44K	396K	3.39K	+16.08%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.15%	44.09K	715.14K	44.09K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.61%	179.62K	2.91M	18.2K	+11.28%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	33.69K	549.7K	0	0
Sep 30, 2025	BCS PRIVATE WEALTH MANAGEMENT, INC.	0.14%	40.86K	666.61K	0	0
Sep 30, 2025	FOCUSED WEALTH MANAGEMENT, INC	0.06%	18.31K	296.99K	96	+0.53%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.07%	20K	324.4K	0	0
Sep 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.09%	26.31K	426.71K	92	+0.35%
Sep 30, 2025	AMITELL CAPITAL PTE LTD	0.11%	31.27K	507.2K	0	0
Sep 30, 2025	INVESCO LTD.	1.04%	306.11K	4.97M	6.96K	+2.33%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.29%	84.27K	1.37M	-16.27K	-16.18%
Sep 30, 2025	DELTA FINANCIAL ADVISORS LLC	0.05%	13.8K	223.84K	13.8K	+100.00%
Sep 30, 2025	CAITLIN JOHN, LLC	0.04%	12.05K	195.45K	377	+3.23%
Sep 30, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.04%	11.7K	189.71K	0	0
Sep 30, 2025	GRIDIRON PARTNERS, LLC	1.45%	425.9K	291.96K	407.9K	+2,266.11%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.7%	500.16K	8.11M	20.39K	+4.25%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.74%	511.52K	8.3M	-90.93K	-15.09%
Sep 30, 2025	KUHN & CO INVESTMENT COUNSEL	0.05%	14.51K	235.39K	0	0
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.06%	18.47K	299.5K	-1.5K	-7.51%
Sep 30, 2025	CRESTA ADVISORS, LTD.	0.1%	28.46K	461.67K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	37.8K	613.12K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	43.1K	699.15K	1.34K	+3.21%
Sep 30, 2025	BRUCE G. ALLEN INVESTMENTS, LLC	0.19%	56.77K	920.72K	926	+1.66%
Sep 30, 2025	UBS GROUP AG	2.27%	667.02K	10.82M	-30.7K	-4.40%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	48.97K	794.31K	2.77K	+5.99%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.09%	1.2M	19.49M	162.97K	+15.69%
Sep 30, 2025	MORGAN STANLEY	6.88%	2.02M	32.79M	77.03K	+3.96%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	12.78%	3.76M	60.91M	7.76K	+0.21%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	15.59K	252.94K	-500	-3.11%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	16.05K	260.33K	961	+6.37%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.23%	68.88K	1.12M	-1.54K	-2.19%
Sep 30, 2025	BROYHILL ASSET MANAGEMENT	0.34%	98.94K	1.6M	-5K	-4.81%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.53%	155.7K	2.53M	2.22K	+1.44%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.02%	299.89K	4.86M	8.69K	+2.98%
Sep 30, 2025	M&T BANK CORP	1.82%	535.24K	8.68M	23.01K	+4.49%
Sep 30, 2025		0%	292	4.74K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	500	8.11K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	600	9.73K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	700	11.35K	0	0
Sep 30, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	717	11.63K	717	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	1.12K	18.17K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	2.8K	45.42K	0	0
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.02%	4.96K	314.45K	4.96K	+100.00%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	12.75%	3.75M	59.28M	-113.27K	-2.93%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.52%	153.49K	2.43M	1.01K	+0.66%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.21%	62.33K	986K	-15.33K	-19.74%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	33.69K	536.23K	33.69K	+100.00%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.09%	26.13K	413.38K	-80	-0.31%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.06%	18K	284.76K	0	0
Jun 30, 2025	KUHN & CO INVESTMENT COUNSEL	0.05%	14.51K	229.58K	0	0
Jun 30, 2025	CAITLIN JOHN, LLC	0.04%	11.67K	184.67K	-473	-3.89%
Jun 30, 2025	OPAL WEALTH ADVISORS, LLC	0.03%	7.43K	117.53K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	2.8K	44.3K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	2.05K	32.43K	2.05K	+100.00%
Jun 30, 2025	BROYHILL ASSET MANAGEMENT	0.35%	103.94K	1.64M	-4.01K	-3.71%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.07%	20K	316.4K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	32.08K	507.6K	-454.51K	-93.41%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	16.42K	259.81K	617	+3.90%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	16.12K	255.03K	2.67K	+19.87%
Jun 30, 2025	MACKAY SHIELDS LLC	0.53%	156.78K	2.48M	0	0
Jun 30, 2025	STONEX GROUP INC.	0.22%	64.96K	1.03M	-2.06K	-3.07%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	15.09K	238.71K	2.46K	+19.48%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	11.9K	188.26K	200	+1.71%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	11.86K	187.66K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	1.55K	24	0	0
Jun 30, 2025	EAGLE BLUFFS WEALTH MANAGEMENT LLC	2.54%	746.79K	11.89M	22.77K	+3.14%
Jun 30, 2025	UBS GROUP AG	2.37%	697.72K	11.04M	5.45K	+0.79%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.05%	602.45K	9.53M	235.97K	+64.39%
Jun 30, 2025	M&T BANK CORP	1.74%	512.23K	8.1M	-15.05K	-2.85%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.63%	479.77K	7.59M	-9.64K	-1.97%
Jun 30, 2025	INVESCO LTD.	1.02%	299.15K	4.73M	-522	-0.17%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.99%	291.2K	4.61M	-17.1K	-5.55%
Jun 30, 2025	LPL FINANCIAL LLC	0.55%	161.42K	2.55M	31.75K	+24.49%
Jun 30, 2025	ORLEANS CAPITAL MANAGEMENT CORP/LA	0.13%	38.1K	602.74K	-2.9K	-7.07%
Jun 30, 2025	AMITELL CAPITAL PTE LTD	0.11%	31.27K	494.69K	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.11%	31.22K	493.9K	5.97K	+23.63%
Jun 30, 2025	CRESTA ADVISORS, LTD.	0.1%	28.46K	450.29K	0	0
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	37.8K	593.46K	0	0
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.06%	18.01K	284.98K	63	+0.35%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	16.09K	254.61K	0	0
Jun 30, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.04%	11.7K	185.03K	0	0
Jun 30, 2025	MYSTIC ASSET MANAGEMENT, INC.	0.04%	10.75K	170.07K	0	0
Jun 30, 2025	MAYFLOWER FINANCIAL ADVISORS, LLC	0.04%	10.5K	166.11K	0	0
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.03%	10.05K	158.99K	-6.75K	-40.18%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	0.34%	100.54K	1.59M	-1.95K	-1.90%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.1%	29.99K	474.49K	0	0
Jun 30, 2025	FOCUSED WEALTH MANAGEMENT, INC	0.06%	18.21K	288.14K	95	+0.52%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.06%	16.7K	264.21K	490	+3.02%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.24%	70.42K	1.11M	-1.23K	-1.72%
Jun 30, 2025	BRUCE G. ALLEN INVESTMENTS, LLC	0.19%	55.84K	883.37K	872	+1.59%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.18%	54.07K	855.37K	3.61K	+7.16%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.18%	51.74K	818.54K	1.3K	+2.58%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	49.55K	783.91K	1.04K	+2.14%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.16%	46.2K	730.93K	-4.09K	-8.13%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	41.77K	660.73K	3.81K	+10.05%
Jun 30, 2025	MEADOWBROOK INVESTMENT ADVISORS LLC	0.09%	26.61K	4.2M	26.01K	+4,349.00%
Jun 30, 2025		0.07%	19.97K	315.85K	500	+2.57%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.09%	26.22K	414.73K	-1.74K	-6.23%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	21.06K	333K	1.51K	+7.71%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	20.82K	329.41K	47	+0.23%
Jun 30, 2025	MORGAN STANLEY	6.62%	1.94M	30.76M	106.17K	+5.78%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.53%	1.04M	16.43M	39.51K	+3.95%
Jun 30, 2025	BCS PRIVATE WEALTH MANAGEMENT, INC.	0.14%	40.86K	650K	40.86K	+100.00%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.12%	35.51K	561.72K	35.51K	+100.00%
Jun 30, 2025	INTELLUS ADVISORS LLC	0.11%	33.13K	524.07K	873	+2.71%
Jun 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.07%	19.97K	315.85K	500	+2.57%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	43.32K	685K	-2.9K	-6.27%
Mar 31, 2025	MACKAY SHIELDS LLC	0.53%	156.78K	2.51M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.66%	486.59K	7.8M	172.66K	+55.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.67%	489.41K	7.84M	14.88K	+3.14%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.1%	28.37K	457.18K	-556	-1.92%
Mar 31, 2025	M&T BANK CORP	1.79%	527.28K	8.45M	-44.93K	-7.85%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	16.09K	257.83K	0	0
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	13.13%	3.86M	61.85M	164.9K	+4.46%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.26%	77.65K	1.24M	-2.21K	-2.76%
Mar 31, 2025	INVESCO LTD.	1.02%	299.67K	4.8M	-12.54K	-4.02%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.4%	999.21K	16.01M	154.14K	+18.24%
Mar 31, 2025	MORGAN STANLEY	6.25%	1.84M	29.45M	75.38K	+4.28%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.24%	71.66K	1.15M	293	+0.41%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	0.35%	102.49K	1.64M	-8.09K	-7.31%
Mar 31, 2025	BROYHILL ASSET MANAGEMENT	0.37%	107.95K	1.73M	-487	-0.45%
Mar 31, 2025	LPL FINANCIAL LLC	0.44%	129.67K	2.08M	9.98K	+8.34%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.52%	152.48K	2.44M	776	+0.51%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.25%	366.48K	5.87M	-46.31K	-11.22%
Mar 31, 2025	ORLEANS CAPITAL MANAGEMENT CORP/LA	0.14%	41K	656.82K	-11K	-21.15%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	48.52K	777.21K	90	+0.19%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	50.29K	805.67K	-7.06K	-12.31%
Mar 31, 2025	RIVERBRIDGE PARTNERS LLC	0.17%	50.44K	808.03K	6.16K	+13.91%
Mar 31, 2025	STONEX GROUP INC.	0.23%	67.02K	1.07M	-361	-0.54%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.06%	16.8K	269.14K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	46.22K	740K	-647	-1.38%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	37.95K	607.98K	-10.47K	-21.62%
Mar 31, 2025	CALAMOS ADVISORS LLC	0.11%	31.94K	511.6K	-1.28K	-3.85%
Mar 31, 2025	AMITELL CAPITAL PTE LTD	0.11%	31.27K	500.95K	0	0
Mar 31, 2025		0.07%	19.47K	311.83K	750	+4.01%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.06%	18K	288.36K	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.05%	308.31K	4.94M	74.64K	+31.95%
Mar 31, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	1.18%	347.42K	5.57M	347.42K	+100.00%
Mar 31, 2025	UBS GROUP AG	2.36%	692.27K	11.09M	5.29K	+0.77%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.1%	29.99K	454.69K	113	+0.38%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.06%	17.95K	287.57K	1.2K	+7.18%
Mar 31, 2025	EAGLE BLUFFS WEALTH MANAGEMENT LLC	2.46%	724.02K	11.67M	65.48K	+9.94%
Mar 31, 2025	FOCUSED WEALTH MANAGEMENT, INC	0.06%	18.12K	290.27K	61	+0.34%
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.07%	20K	320.4K	6K	+42.86%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	37.8K	605.56K	-3K	-7.35%
Mar 31, 2025	CRESTA ADVISORS, LTD.	0.1%	28.46K	455.98K	0	0
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.17%	50.46K	808.29K	919	+1.86%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	19.55K	313K	-3.09K	-13.65%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	20.78K	332.81K	-36.15K	-63.51%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.09%	25.25K	404.55K	11.05K	+77.78%
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.09%	26.21K	419.88K	0	0
Mar 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.1%	27.96K	447.9K	5.36K	+23.71%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.06%	16.21K	259.7K	1.52K	+10.35%
Mar 31, 2025	TRANSFORM WEALTH, LLC	0.11%	33.69K	542.97K	0	0
Mar 31, 2025	BRUCE G. ALLEN INVESTMENTS, LLC	0.19%	54.97K	880.58K	86	+0.16%
Mar 31, 2024	OPAL WEALTH ADVISORS, LLC	0.04%	12.64K	193.71K	12.64K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.04%	13.21K	202.34K	2.24K	+20.40%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.05%	14K	214.48K	2K	+16.67%
Mar 31, 2024	KUHN & CO INVESTMENT COUNSEL	0.05%	14.51K	222.32K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.06%	17.16K	262.82K	-388	-2.21%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.06%	17.62K	269.9K	181	+1.04%
Mar 31, 2024	FOCUSED WEALTH MANAGEMENT, INC	0.06%	17.78K	272.37K	4.8K	+37.02%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.06%	18.72K	286.81K	-17.48K	-48.29%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.06%	18.74K	287.14K	-3.75K	-16.67%
Mar 31, 2024	ROYAL BANK OF CANADA	0.06%	18.77K	288K	-650	-3.35%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.07%	19.76K	304.13K	-560	-2.76%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.07%	20.29K	310K	-10.61K	-34.33%
Mar 31, 2024	NOMURA HOLDINGS INC	0.07%	20.68K	316.8K	-1.58K	-7.08%
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.07%	20.76K	317.97K	0	0
Mar 31, 2024	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.07%	21.35K	327.15K	1.64K	+8.33%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.07%	21.73K	332.83K	1.77K	+8.89%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.08%	23.34K	357.63K	-6.35K	-21.38%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.08%	24.94K	382.11K	-116	-0.46%
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.09%	26.95K	412.94K	-1.67K	-5.82%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.13%	37.05K	567.61K	600	+1.65%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.13%	37.29K	571.23K	21.07K	+129.95%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.14%	42.46K	650.43K	-15.27K	-26.46%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	43K	659K	43K	+100.00%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.15%	43.38K	667.69K	9.83K	+29.28%
Mar 31, 2024	BRUCE G. ALLEN INVESTMENTS, LLC	0.2%	57.35K	878.54K	530	+0.93%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.2%	59.27K	908K	0	0
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.25%	73.26K	1.12M	-2.35K	-3.10%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.29%	85.04K	1.3M	-633	-0.74%
Mar 31, 2024	GRANITESHARES ADVISORS LLC	0.36%	106.74K	1.64M	13.58K	+14.58%
Mar 31, 2024	LPL FINANCIAL LLC	0.38%	111.69K	1.71M	-35.92K	-24.33%
Mar 31, 2024	GILL CAPITAL PARTNERS, LLC	0.39%	114.16K	1.67M	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.44%	128.48K	1.97M	28.36K	+28.33%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.62%	183.18K	2.81M	32.91K	+21.90%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.65%	191.52K	2.93M	24.42K	+14.62%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.92%	270.1K	4.14M	-53.63K	-16.57%
Mar 31, 2024	EAGLE BLUFFS WEALTH MANAGEMENT LLC	1.13%	333.44K	5.13M	40.74K	+13.92%
Mar 31, 2024	CRESTA ADVISORS, LTD.	0.1%	28.46K	436.05K	0	0
Mar 31, 2024	AMITELL CAPITAL PTE LTD	0.11%	31.27K	479.06K	31.27K	+100.00%
Mar 31, 2024	INVESCO LTD.	1.16%	342.34K	5.24M	-18.15K	-5.03%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.64%	482.68K	7.39M	2.79K	+0.58%
Mar 31, 2024	MORGAN STANLEY	4.41%	1.3M	19.88M	40.68K	+3.24%
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.04%	11.36K	174.01K	750	+7.07%
Mar 31, 2024	CLARITY FINANCIAL LLC	0.04%	11.69K	179.06K	0	0
Mar 31, 2024	VAN HULZEN ASSET MANAGEMENT, LLC	0.04%	12.1K	185K	0	0
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.04%	12.12K	185.67K	-1.7K	-12.28%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.04%	12.75K	195.31K	12.75K	+100.00%
Mar 31, 2024	BAYSHORE ASSET MANAGEMENT, LLC	0.04%	12.84K	196.63K	12.84K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.05%	14.94K	228.92K	14.94K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.54%	451.9K	6.92M	352.4K	+354.19%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.68%	494.29K	7.57M	9.37K	+1.93%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.86%	547.91K	8.39M	7.65K	+1.42%
Mar 31, 2024	M&T BANK CORP	2.05%	601.91K	9.22M	7.55K	+1.27%
Mar 31, 2024	UBS GROUP AG	2.2%	646.42K	9.9M	14.83K	+2.35%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.23%	656.49K	10.06M	47.16K	+7.74%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.39%	701.5K	10.75M	-59.63K	-7.83%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.28%	82.57K	1.26M	-209	-0.25%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	10.28%	3.02M	46.3M	370.96K	+13.99%
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.1%	28.62K	451.91K	0	0
Dec 31, 2023	CRESTA ADVISORS, LTD.	0.1%	28.46K	449.43K	0	0
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.09%	25.06K	403.19K	25.06K	+100.00%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.08%	22.49K	355.17K	470	+2.13%
Dec 31, 2023	NOMURA HOLDINGS INC	0.08%	22.25K	351.39K	22.25K	+100.00%
Dec 31, 2023	TRANSFORM WEALTH, LLC	0.07%	21K	331.51K	1.4K	+7.14%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.07%	20.76K	327.72K	0	0
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.07%	20.32K	321.1K	-373	-1.80%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	0.07%	19.95K	315.04K	146	+0.74%
Dec 31, 2023	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.07%	19.71K	311.26K	2.55K	+14.87%
Dec 31, 2023	ROYAL BANK OF CANADA	0.07%	19.42K	307K	-6.45K	-24.94%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.06%	17.54K	277K	-2.93K	-14.29%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.06%	17.44K	275.31K	-608	-3.37%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.06%	16.22K	256.03K	296	+1.86%
Dec 31, 2023		0.05%	13.82K	218.16K	13.82K	+100.00%
Dec 31, 2023	WAVERLY ADVISORS, LLC	0.04%	13.19K	208.19K	0	0
Dec 31, 2023	FOCUSED WEALTH MANAGEMENT, INC	0.04%	12.98K	204.88K	10.53K	+430.67%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	9.02%	2.65M	41.87M	745.49K	+39.11%
Dec 31, 2023	MORGAN STANLEY	4.28%	1.26M	19.85M	-363.34K	-22.42%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.59%	761.13K	12.02M	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.12%	36.45K	575.55K	1K	+2.82%
Dec 31, 2023	UBS GROUP AG	2.15%	631.59K	9.97M	61.11K	+10.71%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.07%	609.33K	9.62M	16.75K	+2.83%
Dec 31, 2023	M&T BANK CORP	2.02%	594.35K	9.38M	-27.71K	-4.45%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	1.1%	323.73K	5.11M	-21.07K	-6.11%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.63%	479.89K	7.58M	132.93K	+38.31%
Dec 31, 2023	INVESCO LTD.	1.23%	360.48K	5.69M	6.29K	+1.78%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.2%	57.73K	911.53K	41.52K	+256.08%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.2%	59.27K	935.86K	2.31K	+4.05%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.26%	75.61K	1.19M	75.61K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.84%	540.26K	8.53M	-14.72K	-2.65%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.65%	484.92K	7.66M	-38.89K	-7.42%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.28%	82.78K	1.31M	-7.08K	-7.87%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.29%	85.67K	1.35M	873	+1.03%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.11%	33.55K	529.76K	6.75K	+25.16%
Dec 31, 2023	GRANITESHARES ADVISORS LLC	0.32%	93.16K	1.47M	93.16K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.33%	96.65K	6.12M	90.27K	+1,415.62%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.34%	99.5K	1.57M	77.88K	+360.35%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.34%	100.12K	1.58M	100.12K	+100.00%
Dec 31, 2023	GILL CAPITAL PARTNERS, LLC	0.39%	114.16K	1.8M	-13.37K	-10.48%
Dec 31, 2023	LPL FINANCIAL LLC	0.5%	147.6K	2.33M	38.99K	+35.90%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.51%	150.27K	2.38M	10.45K	+7.47%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.57%	167.1K	2.64M	-15.07K	-8.27%
Dec 31, 2023	EAGLE BLUFFS WEALTH MANAGEMENT LLC	1%	292.71K	4.62M	-15.65K	-5.07%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.11%	30.9K	488K	-1.03K	-3.22%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.1%	29.69K	468.87K	0	0

Insiders

Among the NBB insiders holding of N/A of the stake in company, SIFFERMANN WILLIAM A, Vice President, holds the largest shares of 615. ZIMMERMAN GIFFORD R, Secretary, is the second largest NBB insider with ownership of 0 shares. NUVEEN FUND ADVISORS, LLC, , stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
SIFFERMANN WILLIAM A	Vice President	615
ZIMMERMAN GIFFORD R	Secretary	0
NUVEEN FUND ADVISORS, LLC		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 04, 2026	SIFFERMANN WILLIAM A	PURCHASE	16.20	75	1.22K	615
May 10, 2019	ZIMMERMAN GIFFORD R	SALE	20.82	859	17.88K	0
May 11, 2017	NUVEEN FUND ADVISORS, LLC	SALE	20.73	5.25K	108.84K	0

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE751

SALES00

NET SHARES751

SHARES HELD6151

% NET SHARES-87.8%0%

Frequently Asked Questions