GAMCO Global Gold, Natural Resources & Income Trust - GGN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,548,235 | 24,196 | 0.0% | 0.0% | 1 | +316,261 | 7.47% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 1,376,536 | 7,102 | 1.1% | 1.08% | 2 | -57,281 | -4.0% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,305,574 | 6,946 | 0.02% | 0.01% | 3 | +386,270 | 42.02% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,292,854 | 6,877 | 0.0% | 0.0% | 4 | +101,590 | 8.53% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 968,170 | 5,150 | 0.01% | 0.01% | 5 | +285,144 | 41.75% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 957,497 | 5,055 | 0.4% | 0.43% | 6 | +8,987 | 0.95% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | New | 926,634 | 4,929 | 0.11% | — | 7 | +926,634 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 782,421 | 4,162 | 0.02% | 0.02% | 8 | +13,778 | 1.79% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 773,638 | 4,115 | 0.0% | 0.0% | 9 | +168,858 | 27.92% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 741,960 | 3,947 | 0.0% | 0.0% | 10 | +343,388 | 86.15% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 694,016 | 3,692 | 0.01% | 0.01% | 11 | +9,450 | 1.38% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 665,396 | 3,539 | 0.0% | 0.0% | 12 | +131,822 | 24.71% | Q1 2026 | May 06, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 626,222 | 3,331 | 0.03% | 0.02% | 13 | +11,554 | 1.88% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 498,912 | 2,654 | 0.0% | 0.0% | 14 | -10,764 | -2.11% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 472,481 | 2,513 | 0.0% | 0.0% | 15 | +4,588 | 0.98% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 384,930 | 2,047 | 0.04% | 0.03% | 16 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 378,841 | 2,015 | 0.08% | — | 17 | +378,841 | New | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 327,797 | 1,779 | 0.05% | 0.07% | 18 | +27,359 | 9.11% | Q1 2026 | May 14, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 286,312 | 1,523 | 0.69% | 1.99% | 19 | -364,348 | -56.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 278,193 | 1,477 | 0.01% | 0.01% | 20 | +73,350 | 35.81% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | New | 231,537 | 1,231 | 0.09% | — | 21 | +231,537 | New | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 228,275 | 1,214 | 0.62% | 0.26% | 22 | +110,905 | 94.49% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 213,900 | 1,137 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 209,149 | 1,112 | 0.0% | 0.0% | 24 | +597 | 0.29% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 202,518 | 1,077 | 0.0% | — | 25 | +202,518 | New | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 161,932 | 861 | 0.11% | 0.1% | 26 | +1,975 | 1.23% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 146,175 | 777 | 0.02% | — | 27 | +146,175 | New | Q1 2026 | Apr 14, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 146,000 | 776 | 0.1% | 0.08% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 140,125 | 745 | 0.02% | 0.03% | 29 | -28,512 | -16.91% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 138,936 | 739 | 0.0% | 0.0% | 30 | +29,765 | 27.26% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 137,352 | 730 | 0.01% | 0.01% | 31 | +1,530 | 1.13% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | Added to | 136,525 | 726 | 0.0% | 0.0% | 32 | +51,121 | 59.86% | Q1 2026 | May 04, 2026 |
| Bramshill Investments, LLC | History | New | 135,407 | 720 | 0.06% | — | 33 | +135,407 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 133,491 | 710 | 0.0% | 0.0% | 34 | -32,987 | -19.81% | Q1 2026 | May 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 125,705 | 668 | 0.08% | 0.12% | 35 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 120,046 | 638 | 0.0% | 0.0% | 36 | -2,895 | -2.35% | Q1 2026 | Apr 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 112,628 | 599 | 0.07% | 0.06% | 37 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 111,481 | 593 | 0.24% | 0.22% | 38 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 110,451 | 587 | 0.0% | 0.0% | 39 | +2,701 | 2.51% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 109,608 | 583 | 0.01% | — | 40 | +109,608 | New | Q1 2026 | Apr 20, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 104,525 | 556 | 0.47% | 0.46% | 41 | +3,025 | 2.98% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 103,651 | 551 | 0.0% | 0.0% | 42 | +934 | 0.91% | Q1 2026 | Apr 27, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 99,318 | 528 | 0.39% | 0.38% | 43 | +21 | 0.02% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 97,800 | 520 | 0.01% | 0.01% | 44 | +5,000 | 5.39% | Q1 2026 | Apr 23, 2026 |
| Oxbow Advisors, LLC | History | No change | 91,750 | 488 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Reduced | 88,168 | 469 | 0.03% | 0.03% | 46 | -8,823 | -9.1% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 86,120 | 466 | 0.0% | 0.0% | 47 | +10,686 | 14.17% | Q1 2026 | Apr 07, 2026 |
| Sigma Planning Corp | History | Added to | 85,714 | 455 | 0.01% | 0.01% | 48 | +788 | 0.93% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 81,616 | 434 | 0.0% | 0.0% | 49 | -23,695 | -22.5% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 81,482 | 433 | 0.1% | 0.09% | 50 | -778 | -0.95% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 71,617 | 381 | 0.0% | 0.0% | 51 | +1,800 | 2.58% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 70,000 | 372 | 0.01% | 0.01% | 52 | -10,000 | -12.5% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 65,522 | 349 | 0.0% | 0.0% | 53 | +1,452 | 2.27% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | Reduced | 64,435 | 342 | 0.02% | 0.02% | 54 | -8,432 | -11.57% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 63,994 | 340 | 0.0% | 0.0% | 55 | -606 | -0.94% | Q1 2026 | Apr 28, 2026 |
| Live Oak Private Wealth LLC | History | No change | 63,152 | 335 | 0.05% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 62,417 | 332 | 0.0% | 0.0% | 57 | +46,217 | 285.29% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 61,492 | 327 | 0.0% | 0.0% | 58 | -117,618 | -65.67% | Q1 2026 | May 12, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 56,346 | 299 | 0.2% | 0.2% | 59 | -400 | -0.7% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 54,691 | 291 | 0.0% | 0.0% | 60 | +9,894 | 22.09% | Q1 2026 | May 01, 2026 |
| TCFG Investment Advisors, LLC | History | New | 50,240 | 267 | 0.1% | — | 62 | +50,240 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 50,240 | 267 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 50,086 | 266 | 0.0% | 0.0% | 63 | -11,178 | -18.25% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 47,720 | 253 | 0.01% | 0.01% | 64 | +18,820 | 65.12% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 45,387 | 241 | 0.01% | 0.01% | 65 | -443 | -0.97% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 44,115 | 239 | 0.02% | 0.02% | 66 | -651 | -1.45% | Q1 2026 | May 01, 2026 |
| JGP Wealth Management, LLC | History | No change | 43,345 | 230 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 40,900 | 217 | 0.0% | 0.0% | 68 | +24,207 | 145.01% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 39,949 | 212 | 0.0% | 0.0% | 69 | -662 | -1.63% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 39,618 | 211 | 0.01% | 0.01% | 70 | -1,869 | -4.51% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 39,332 | 209 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LVZ, Inc. | History | No change | 35,991 | 191 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Texas Yale Capital Corp. | History | Added to | 34,500 | 183 | 0.01% | 0.0% | 73 | +5,500 | 18.97% | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 35,562 | 181 | 0.01% | 0.01% | 74 | -3,038 | -7.87% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 33,443 | 177 | 0.0% | 0.0% | 75 | +154 | 0.46% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | New | 33,000 | 175 | 0.01% | — | 76 | +33,000 | New | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, LLC | History | New | 30,180 | 160 | 0.04% | — | 77 | +30,180 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 28,267 | 149 | 0.0% | 0.0% | 78 | +2,040 | 7.78% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 28,024 | 149 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 27,854 | 148 | 0.01% | 0.02% | 80 | -34,944 | -55.65% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 26,190 | 139 | 0.0% | 0.0% | 81 | +2,071 | 8.59% | Q1 2026 | Apr 17, 2026 |
| Financial Plan, Inc. | History | No change | 25,027 | 133 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 24,555 | 130 | 0.0% | 0.0% | 83 | +14 | 0.06% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 24,141 | 128 | 0.03% | 0.03% | 85 | -528 | -2.14% | Q1 2026 | Apr 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 24,148 | 128 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | Added to | 23,598 | 125 | 0.0% | 0.0% | 86 | +6,849 | 40.89% | Q1 2026 | May 12, 2026 |
| DF DENT & CO INC | History | No change | 23,470 | 124 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 22,823 | 121 | 0.0% | — | 88 | +22,823 | New | Q1 2026 | May 01, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 23,305 | 120 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 22,329 | 118 | 0.0% | 0.0% | 90 | -100 | -0.45% | Q1 2026 | Apr 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 21,986 | 116 | 0.03% | 0.03% | 91 | -1,554 | -6.6% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 22,631 | 116 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 21,136 | 112 | 0.0% | 0.0% | 93 | +1,000 | 4.97% | Q1 2026 | May 12, 2026 |
| Advisors Capital Management, LLC | History | No change | 20,807 | 110 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 20,039 | 106 | 0.0% | 0.0% | 95 | +176 | 0.89% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | No change | 19,852 | 105 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 19,475 | 103 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 18,744 | 99 | 0.0% | 0.0% | 98 | -1,972 | -9.52% | Q1 2026 | May 15, 2026 |
| Tiptree Advisors, LLC | History | Reduced | 18,160 | 96 | 0.06% | 0.15% | 99 | -32,370 | -64.06% | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 18,062 | 96 | 0.03% | 0.05% | 100 | -6,691 | -27.03% | Q1 2026 | Apr 22, 2026 |
| WT Wealth Management | History | Added to | 17,550 | 93 | 0.03% | 0.02% | 101 | +1,765 | 11.18% | Q1 2026 | Apr 21, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 17,360 | 92 | 0.1% | 0.1% | 103 | -200 | -1.14% | Q1 2026 | Apr 21, 2026 |
| Pacific Sage Partners, LLC | History | No change | 17,345 | 92 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | No change | 15,797 | 84 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | No change | 15,725 | 83 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 15,550 | 82 | 0.0% | 0.0% | 106 | -20,700 | -57.1% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 15,078 | 80 | 0.01% | — | 107 | +15,078 | New | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,908 | 79 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 14,556 | 77 | 0.0% | 0.0% | 109 | +4,156 | 39.96% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 14,263 | 75 | 0.0% | 0.0% | 111 | +194 | 1.38% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,183 | 75 | 0.0% | 0.0% | 110 | +185 | 1.32% | Q1 2026 | Apr 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 13,819 | 73 | 0.0% | 0.0% | 113 | +228 | 1.68% | Q1 2026 | May 13, 2026 |
| Detalus Advisors, LLC | History | Added to | 13,769 | 73 | 0.02% | 0.02% | 114 | +143 | 1.05% | Q1 2026 | Apr 22, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 13,750 | 73 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | Reduced | 13,410 | 71 | 0.0% | 0.0% | 115 | -14,212 | -51.45% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 13,195 | 70 | 0.0% | 0.0% | 116 | -2,545 | -16.17% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors, LLC | History | No change | 13,250 | 70 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 13,025 | 69 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,906 | 68 | 0.0% | 0.0% | 119 | -4,123 | -24.21% | Q1 2026 | May 04, 2026 |
| Vantage Financial Partners, LLC | History | No change | 13,044 | 67 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | New | 12,450 | 66 | 0.06% | — | 121 | +12,450 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 12,434 | 66 | 0.03% | — | 122 | +12,434 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,327 | 65 | 0.0% | 0.0% | 123 | -449 | -3.51% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 11,500 | 61 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,662 | 57 | 0.0% | 0.0% | 125 | -3,938 | -26.97% | Q1 2026 | Apr 08, 2026 |
| Realta Investment Advisors | History | Reduced | 10,234 | 54 | 0.02% | 0.02% | 126 | -312 | -2.96% | Q1 2026 | Apr 22, 2026 |
| IPG Investment Advisors LLC | History | New | 10,000 | 53 | 0.01% | — | 128 | +10,000 | New | Q1 2026 | May 12, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 10,000 | 53 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,442 | 50 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 9,287 | 49 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 8,850 | 47 | 0.03% | 0.03% | 131 | -1,000 | -10.15% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,480 | 39 | 0.0% | 0.0% | 132 | -1,520 | -16.89% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | Added to | 6,000 | 31 | 0.0% | 0.0% | 133 | +2,000 | 50.0% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,771 | 29 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hurley Capital, LLC | History | Added to | 4,180 | 22 | 0.01% | 0.01% | 135 | +69 | 1.68% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,257 | 17 | 0.0% | 0.0% | 136 | +1,861 | 133.31% | Q1 2026 | May 11, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 3,297 | 17 | 0.0% | 0.01% | 138 | -209 | -5.96% | Q1 2026 | May 11, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 3,333 | 17 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 3,090 | 16 | 0.0% | 0.0% | 139 | +51 | 1.68% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,750 | 14 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,450 | 13 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,200 | 11 | 0.0% | — | 142 | +2,200 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 1,500 | 8 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 1,489 | 7 | 0.0% | — | 145 | +1,489 | New | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Added to | 1,431 | 7 | 0.01% | 0.0% | 144 | +864 | 152.38% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,213 | 6 | 0.0% | — | 147 | +1,213 | New | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 1,200 | 6 | 0.0% | — | 148 | +1,200 | New | Q1 2026 | Apr 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,300 | 6 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Community Financial Services Group, LLC | History | New | 1,050 | 5 | 0.0% | — | 150 | +1,050 | New | Q1 2026 | Apr 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 800 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WFA of San Diego, LLC | History | No change | 800 | 4 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 673 | 3 | 0.0% | — | 156 | +673 | New | Q1 2026 | Apr 23, 2026 |
| Osbon Capital Management LLC | History | New | 622 | 3 | 0.0% | — | 155 | +622 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 635 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | No change | 598 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | New | 509 | 2 | 0.0% | — | 163 | +509 | New | Q1 2026 | May 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 437 | 2 | 0.0% | 0.0% | 158 | +7 | 1.63% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 390 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | No change | 424 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 520 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 446 | 2 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Motiv8 Investments LLC | History | No change | 339 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 250 | 1 | 0.0% | — | 166 | +250 | New | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 264 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | No change | 202 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212,098 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -138,151 | -100.0% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -136,605 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -43,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,073 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard Capital Wealth Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -17,978 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,941 | -100.0% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,767 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,114 | -100.0% | Q1 2026 | May 13, 2026 |
| Barry Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,429 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q1 2026 | May 08, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,458 | -100.0% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1 | 0 | — | 0.0% | — | -244 | -99.59% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -125 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -113 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 103 | 0 | — | — | — | +103 | New | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | New | 84 | 0 | — | — | — | +84 | New | Q1 2026 | Apr 24, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sachetta, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |