2025-09-08 |
SCHEDULE 13G |
SURG
/ SurgePays
|
Crosby Bradley James
|
|
1,217,063 |
|
2025-09-08 |
13F-HR |
VZ
/ Verizon Communications
|
Hoxton Planning & Management, LLC
|
24,819 |
22,623 |
-8.85 |
2025-09-05 |
13F-HR |
VZ
/ Verizon Communications
|
Abn Amro Investment Solutions
|
632,039 |
373,468 |
-40.91 |
2025-09-05 |
13F-HR |
VZ
/ Verizon Communications
|
Abn Amro Investment Solutions
|
349,757 |
1,320,831 |
277.64 |
2025-09-05 |
13F-HR |
VZ
/ Verizon Communications
|
Abn Amro Investment Solutions
|
373,468 |
349,757 |
-6.35 |
2025-09-05 |
13F-HR |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Abn Amro Investment Solutions
|
104,769 |
104,769 |
0.00 |
2025-09-05 |
13F-HR |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Abn Amro Investment Solutions
|
104,769 |
115,456 |
10.20 |
2025-09-05 |
13F-HR |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Abn Amro Investment Solutions
|
|
104,769 |
|
2025-09-05 |
13F-HR |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Abn Amro Investment Solutions
|
115,456 |
113,690 |
-1.53 |
2025-09-05 |
13F-HR |
VZ
/ Verizon Communications
|
Abn Amro Investment Solutions
|
687,230 |
632,039 |
-8.03 |
2025-09-05 |
13F-HR |
VZ
/ Verizon Communications
|
Abn Amro Investment Solutions
|
|
687,230 |
|
2025-09-05 |
13F-HR |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Abn Amro Investment Solutions
|
113,690 |
90,571 |
-20.34 |
2025-09-05 |
13F-HR |
WBD
/ Warner Bros. Discovery
|
Abn Amro Investment Solutions
|
|
10,562 |
|
2025-09-05 |
13F-HR |
TMUS
/ T-Mobile US
|
Abn Amro Investment Solutions
|
16,855 |
43,829 |
160.04 |
2025-09-05 |
13F-HR |
TMUS
/ T-Mobile US
|
Abn Amro Investment Solutions
|
67,879 |
44,176 |
-34.92 |
2025-09-05 |
13F-HR |
TMUS
/ T-Mobile US
|
Abn Amro Investment Solutions
|
43,829 |
67,879 |
54.87 |
2025-09-05 |
13F-HR |
TMUS
/ T-Mobile US
|
Abn Amro Investment Solutions
|
|
297,987 |
|
2025-09-05 |
13F-HR |
WBD
/ Warner Bros. Discovery
|
Abn Amro Investment Solutions
|
10,562 |
10,562 |
0.00 |
2025-09-05 |
13F-HR |
TMUS
/ T-Mobile US
|
Abn Amro Investment Solutions
|
297,987 |
16,855 |
-94.34 |
2025-09-04 |
13F-HR/A |
TMUS
/ T-Mobile US
|
Advisor Group Holdings, Inc.
|
103,134 |
139,109 |
34.88 |
2025-09-04 |
13F-HR/A |
AD
/ Array Digital Infrastructure
|
Advisor Group Holdings, Inc.
|
276 |
280 |
1.45 |
2025-09-04 |
13F-HR |
TMUS
/ T-Mobile US
|
SevenBridge Financial Group, LLC
|
4,779 |
8,233 |
72.27 |
2025-09-04 |
13F-HR/A |
LUMN
/ Lumen Technologies
|
Advisor Group Holdings, Inc.
|
109,195 |
149,779 |
37.17 |
2025-09-04 |
13F-HR/A |
TEO
/ Telecom Argentina S.A. - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
0 |
492 |
|
2025-09-04 |
13F-HR/A |
ATEX
/ Anterix
|
Advisor Group Holdings, Inc.
|
157 |
165 |
5.10 |
2025-09-04 |
13F-HR |
TMUS
/ T-Mobile US
|
Abn Amro Investment Solutions
|
44,176 |
45,586 |
3.19 |
2025-09-04 |
13F-HR/A |
TKC
/ Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
1,149 |
1,113 |
-3.13 |
2025-09-04 |
13F-HR/A |
TLK
/ Perusahaan Perseroan
|
Advisor Group Holdings, Inc.
|
328 |
1,120 |
241.46 |
2025-09-04 |
13F-HR/A |
KT
/ KT Corporation - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
3,010 |
11,473 |
281.16 |
2025-09-04 |
13F-HR/A |
MBND
/ SSGA Active Trust - SPDR Nuveen Municipal Bond ETF
|
Advisor Group Holdings, Inc.
|
8,000 |
11,128 |
39.10 |
2025-09-04 |
13F-HR/A |
TU
/ TELUS
|
Advisor Group Holdings, Inc.
|
4,090 |
22,623 |
453.13 |
2025-09-04 |
13F-HR/A |
TIMB
/ TIM S.A. - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
908 |
14,902 |
1,541.19 |
2025-09-04 |
13F-HR/A |
PHI
/ PLDT Inc. - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
32 |
48 |
50.00 |
2025-09-04 |
13F-HR/A |
FYBR
/ Frontier Communications Parent
|
Advisor Group Holdings, Inc.
|
2,874 |
4,064 |
41.41 |
2025-09-04 |
13F-HR |
WBD
/ Warner Bros. Discovery
|
ZynergyRetirementPlanningLLC
|
25 |
0 |
-100.00 |
2025-09-04 |
13F-HR/A |
WBD
/ Warner Bros. Discovery
|
Advisor Group Holdings, Inc.
|
335,711 |
640,286 |
90.73 |
2025-09-04 |
13F-HR |
TMUS
/ T-Mobile US
|
Reynders McVeigh Capital Management, LLC
|
217,520 |
214,493 |
-1.39 |
2025-09-04 |
13F-HR |
WBD
/ Warner Bros. Discovery
|
Abn Amro Investment Solutions
|
13,548 |
21,633 |
59.68 |
2025-09-04 |
13F-HR/A |
VEON
/ VEON - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
1,055 |
1,443 |
36.78 |
2025-09-04 |
13F-HR/A |
ATNI
/ ATN International
|
Advisor Group Holdings, Inc.
|
4 |
17 |
325.00 |
2025-09-04 |
13F-HR/A |
SURG
/ SurgePays
|
Advisor Group Holdings, Inc.
|
0 |
1,429 |
|
2025-09-04 |
13F-HR/A |
SYTA
/ Siyata Mobile
|
Advisor Group Holdings, Inc.
|
|
100 |
|
2025-09-04 |
13F-HR/A |
CHT
/ Chunghwa Telecom Co., - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
549 |
4,195 |
664.12 |
2025-09-04 |
13F-HR |
TMUS
/ T-Mobile US
|
Abn Amro Investment Solutions
|
45,586 |
38,422 |
-15.72 |
2025-09-04 |
13F-HR |
TMUS
/ T-Mobile US
|
Abn Amro Investment Solutions
|
38,422 |
30,878 |
-19.63 |
2025-09-04 |
13F-HR/A |
NXPL
/ NextPlat
|
Advisor Group Holdings, Inc.
|
1,800 |
0 |
-100.00 |
2025-09-04 |
13F-HR/A |
SIDU
/ Sidus Space
|
Advisor Group Holdings, Inc.
|
0 |
919 |
|
2025-09-04 |
13F-HR/A |
SPOK
/ Spok Holdings
|
Advisor Group Holdings, Inc.
|
3,530 |
3,617 |
2.46 |
2025-09-04 |
13F-HR |
WBD
/ Warner Bros. Discovery
|
Abn Amro Investment Solutions
|
21,633 |
20,022 |
-7.45 |
2025-09-04 |
13F-HR |
WBD
/ Warner Bros. Discovery
|
Abn Amro Investment Solutions
|
10,562 |
13,548 |
28.27 |
2025-09-04 |
13F-HR/A |
IHS
/ IHS Holding
|
Advisor Group Holdings, Inc.
|
0 |
3,552 |
|
2025-09-04 |
13F-HR |
VZ
/ Verizon Communications
|
Abn Amro Investment Solutions
|
1,320,831 |
1,243,619 |
-5.85 |
2025-09-04 |
13F-HR/A |
VG
/ Venture Global
|
Advisor Group Holdings, Inc.
|
14,774 |
23,725 |
60.59 |
2025-09-04 |
13F-HR/A |
AMX
/ América Móvil, S.A.B. de C.V. - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
29,464 |
42,231 |
43.33 |
2025-09-04 |
13F-HR/A |
SHEN
/ Shenandoah Telecommunications
|
Advisor Group Holdings, Inc.
|
2,659 |
1,952 |
-26.59 |
2025-09-04 |
13F-HR/A |
TEF
/ Telefónica, S.A. - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
19,792 |
29,272 |
47.90 |
2025-09-04 |
13F-HR |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Abn Amro Investment Solutions
|
84,354 |
81,768 |
-3.07 |
2025-09-04 |
13F-HR/A |
PSCC
/ Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
|
Advisor Group Holdings, Inc.
|
37,573 |
35,359 |
-5.89 |
2025-09-04 |
13F-HR/A |
VOD
/ Vodafone Group Public Limited Company - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
163,213 |
174,274 |
6.78 |
2025-09-04 |
13F-HR/A |
IDT
/ IDT
|
Advisor Group Holdings, Inc.
|
7,247 |
6,536 |
-9.81 |
2025-09-04 |
13F-HR/A |
TIGO
/ Millicom International Cellular
|
Advisor Group Holdings, Inc.
|
287 |
5,973 |
1,981.18 |
2025-09-04 |
13F-HR/A |
TDI
/ Touchstone ETF Trust - Touchstone Dynamic International ETF
|
Advisor Group Holdings, Inc.
|
0 |
37 |
|
2025-09-04 |
SCHEDULE 13D/A |
TIGO
/ Millicom International Cellular
|
Atlas Investissement
|
70,470,018 |
70,470,018 |
0.00 |
2025-09-04 |
13F-HR/A |
VIV
/ Telefônica Brasil S.A. - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
6,136 |
6,562 |
6.94 |
2025-09-04 |
13F-HR/A |
CXDO
/ Crexendo
|
Advisor Group Holdings, Inc.
|
293 |
270 |
-7.85 |
2025-09-04 |
13F-HR/A |
BCE
/ BCE
|
Advisor Group Holdings, Inc.
|
153,981 |
20,648 |
-86.59 |
2025-09-04 |
13F-HR/A |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
838 |
4,265 |
408.95 |
2025-09-04 |
13F-HR |
VZ
/ Verizon Communications
|
ZynergyRetirementPlanningLLC
|
489 |
0 |
-100.00 |
2025-09-04 |
13F-HR/A |
TDS
/ Telephone and Data Systems
|
Advisor Group Holdings, Inc.
|
2,168 |
2,965 |
36.76 |
2025-09-04 |
13F-HR/A |
VZ
/ Verizon Communications
|
Advisor Group Holdings, Inc.
|
1,924,762 |
2,360,196 |
22.62 |
2025-09-04 |
13F-HR |
VZ
/ Verizon Communications
|
Abn Amro Investment Solutions
|
1,521,173 |
1,408,183 |
-7.43 |
2025-09-04 |
13F-HR |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Abn Amro Investment Solutions
|
67,598 |
84,354 |
24.79 |
2025-09-04 |
13F-HR |
VZ
/ Verizon Communications
|
SevenBridge Financial Group, LLC
|
29,401 |
22,275 |
-24.24 |
2025-09-04 |
13F-HR |
VZ
/ Verizon Communications
|
Abn Amro Investment Solutions
|
1,243,619 |
1,521,173 |
22.32 |
2025-09-04 |
13F-HR |
VZ
/ Verizon Communications
|
Reynders McVeigh Capital Management, LLC
|
5,072 |
5,243 |
3.37 |
2025-09-04 |
13F-HR |
SKM
/ SK Telecom Co., - Depositary Receipt ()
|
Abn Amro Investment Solutions
|
90,571 |
67,598 |
-25.36 |
2025-09-03 |
13F-HR |
TMUS
/ T-Mobile US
|
Q3 Asset Management
|
2,140 |
0 |
-100.00 |
2025-09-02 |
13F-HR |
TKC
/ Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt ()
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
166,779 |
0 |
-100.00 |
2025-09-02 |
13F-HR |
TKC
/ Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt ()
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
600,095 |
512,617 |
-14.58 |
2025-09-02 |
13F-HR |
TKC
/ Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt ()
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
7,000 |
166,779 |
2,282.56 |
2025-09-02 |
13F-HR/A |
TU N
/ TELUS
|
Aegon Asset Management Uk Plc
|
2,353,675 |
2,361,624 |
0.34 |
2025-09-02 |
13F-HR/A |
SPOK
/ Spok Holdings
|
Harwood Advisory Group, LLC
|
778 |
792 |
1.80 |
2025-09-02 |
13F-HR/A |
TMUS
/ T-Mobile US
|
Aegon Asset Management Uk Plc
|
22,817 |
19,598 |
-14.11 |
2025-09-02 |
13F-HR/A |
WBD
/ Warner Bros. Discovery
|
Harwood Advisory Group, LLC
|
1,829 |
1,513 |
-17.28 |
2025-09-02 |
13F-HR |
TKC
/ Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt ()
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
512,617 |
7,000 |
-98.63 |
2025-09-02 |
13F-HR |
TKC
/ Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt ()
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
600,095 |
|
2025-09-02 |
13F-HR/A |
TMUS
/ T-Mobile US
|
Harwood Advisory Group, LLC
|
16,327 |
9,974 |
-38.91 |
2025-09-02 |
NPORT-P |
BCECN
/ Bell Canada
|
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I
|
|
|
|
2025-09-02 |
13F-HR/A |
VZ
/ Verizon Communications
|
Harwood Advisory Group, LLC
|
9,285 |
9,436 |
1.63 |
2025-09-02 |
13F-HR/A |
VZ
/ Verizon Communications
|
FSC Wealth Advisors, LLC
|
4,202 |
5,683 |
35.25 |
2025-09-02 |
13F-HR/A |
BCE
/ BCE
|
Harwood Advisory Group, LLC
|
74 |
74 |
0.00 |
2025-09-02 |
13F-HR/A |
BCE
/ BCE
|
FSC Wealth Advisors, LLC
|
653 |
0 |
-100.00 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A
|
116,258 |
123,930 |
6.60 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
15,311 |
14,943 |
-2.40 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
165,159 |
193,083 |
16.91 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A
|
189,194 |
205,081 |
8.40 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
238,509 |
216,054 |
-9.41 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
65,587 |
66,397 |
1.24 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
198,000 |
198,000 |
0.00 |
2025-08-29 |
NPORT-P |
SHEN
/ Shenandoah Telecommunications
|
Gabelli Multimedia Trust Inc.
|
31,500 |
30,800 |
-2.22 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
STRV - EA Series Trust - Strive 500 ETF
|
63,185 |
67,448 |
6.75 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
38,827 |
43,649 |
12.42 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
1,056,534 |
1,101,533 |
4.26 |
2025-08-29 |
13F-HR |
VZ
/ Verizon Communications
|
Evolution Wealth Management Inc.
|
|
14,336 |
|
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
147,468 |
153,557 |
4.13 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
21,324 |
21,712 |
1.82 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
75,000 |
75,000 |
0.00 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
1,214,065 |
1,200,926 |
-1.08 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
158,165 |
168,592 |
6.59 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
27,186 |
30,337 |
11.59 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
877,509 |
877,509 |
0.00 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
John Hancock Hedged Equity & Income Fund
|
26,496 |
21,069 |
-20.48 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
17,695 |
21,177 |
19.68 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
Gabelli Multimedia Trust Inc.
|
1,000 |
800 |
-20.00 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
198,153 |
204,929 |
3.42 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
54,590 |
47,890 |
-12.27 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
Gabelli Equity Trust Inc
|
46,500 |
46,500 |
0.00 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
64,154 |
65,468 |
2.05 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
Ellsworth Growth & Income Fund Ltd
|
50,000 |
50,000 |
0.00 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
27,540 |
26,540 |
-3.63 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
316 |
938 |
196.84 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
304,991 |
297,676 |
-2.40 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
67,646 |
69,832 |
3.23 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
94,743 |
95,440 |
0.74 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
43,622 |
48,547 |
11.29 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
3,000 |
3,000 |
0.00 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
90,840 |
81,980 |
-9.75 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
48,422 |
52,464 |
8.35 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
13,936 |
16,647 |
19.45 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
4,660 |
4,660 |
0.00 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
Gabelli Equity Trust Inc
|
298,200 |
298,200 |
0.00 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
89,777 |
91,837 |
2.29 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
150,000 |
149,000 |
-0.67 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
26,000 |
26,000 |
0.00 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
1,712 |
1,712 |
0.00 |
2025-08-29 |
NPORT-P |
VG
/ Venture Global
|
MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF
|
|
96,895 |
|
2025-08-29 |
13F-HR |
VZ
/ Verizon Communications
|
Centaurus Financial, Inc.
|
30,389 |
30,379 |
-0.03 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
61,000 |
61,000 |
0.00 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
Gabelli Global Utility & Income Trust
|
10,200 |
9,600 |
-5.88 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
0 |
43,120 |
|
2025-08-29 |
NPORT-P |
SHEN
/ Shenandoah Telecommunications
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
6,413 |
6,413 |
0.00 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
SA FUNDS INVESTMENT TRUST - SA International Value Fund
|
322,578 |
322,578 |
0.00 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A
|
30,787 |
38,564 |
25.26 |
2025-08-29 |
NPORT-P |
SHEN
/ Shenandoah Telecommunications
|
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares
|
25,300 |
25,300 |
0.00 |
2025-08-29 |
NPORT-P |
ORA
/ Orange
|
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A
|
176,256 |
195,622 |
10.99 |
2025-08-29 |
NPORT-P |
VG
/ Venture Global
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
100,000 |
100,000 |
0.00 |
2025-08-29 |
NPORT-P |
VG
/ Venture Global
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
33,200 |
30,000 |
-9.64 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
Gabelli Dividend & Income Trust
|
205,300 |
201,800 |
-1.70 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
14,048 |
14,497 |
3.20 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
Gabelli Utility Trust
|
35,800 |
35,000 |
-2.23 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
1,456 |
1,585 |
8.86 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
Gabelli Multimedia Trust Inc.
|
43,000 |
47,500 |
10.47 |
2025-08-29 |
NPORT-P |
VZ
/ Verizon Communications
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
82,891 |
79,462 |
-4.14 |
2025-08-29 |
NPORT-P |
IDT
/ IDT
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
37,174 |
38,765 |
4.28 |
2025-08-29 |
NPORT-P |
IDT
/ IDT
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
1,342 |
1,342 |
0.00 |
2025-08-29 |
NPORT-P |
IDT
/ IDT
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
3,500 |
3,500 |
0.00 |
2025-08-29 |
NPORT-P |
IDT
/ IDT
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
377 |
411 |
9.02 |
2025-08-29 |
NPORT-P |
IDT
/ IDT
|
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A
|
11,385 |
11,192 |
-1.70 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
Gabelli Utility Trust
|
25,000 |
25,000 |
0.00 |
2025-08-29 |
NPORT-P |
CTDD
/ Qwest Corporation - Corporate Bond
|
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A
|
36,585 |
36,585 |
0.00 |
2025-08-29 |
NPORT-P |
TDS
/ Telephone and Data Systems
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
18,873 |
18,735 |
-0.73 |