Advent Convert & Income (AVK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Koshinski Asset Management, Inc.

DECREASED

Shares481,011 from 481,591

Change-580 (0%)

Value$5.5M (-$796.5K)

Filed 2026-10-29

Wolverine Asset Management LLC

DECREASED

Shares319,646 from 361,758

Change-42,112 (-12%)

Value$3.7M (-$1.1M)

Filed 2026-11-02

Absolute Investment Advisers, LLC

INCREASED

Shares248,033 from 68,584

Change+179,449 (+262%)

Value$2.8M (+$1.9M)

Filed 2026-10-21

Commonwealth Equity Services, LLC

INCREASED

Shares159,941 from 159,498

Change+443 (+0%)

Value$1.8M (-$256.5K)

Filed 2026-11-02

Cyndeo Wealth Partners, LLC

UNCHANGED

Shares153,126 from 153,126

Change0 (0%)

Value$1.8M (-$251.1K)

Filed 2026-10-16

Creative Planning

DECREASED

Shares136,405 from 140,156

Change-3,751 (-3%)

Value$1.6M (-$272.8K)

Filed 2026-11-02

Formidable Asset Management, LLC

DECREASED

Shares72,251 from 73,901

Change-1,650 (-2%)

Value$946.5K (+$121.8K)

Filed 2026-11-03

NWF Advisory Services Inc.

UNCHANGED

Shares67,113 from 67,113

Change0 (0%)

Value$769.1K (-$110.1K)

Filed 2026-10-19

Stolper Co

DECREASED

Shares64,463 from 65,745

Change-1,282 (-2%)

Value$739.0K (-$122.0K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares53,006 from 56,077

Change-3,071 (-5%)

Value$607.0K (-$128.0K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares50,056 from 28,815

Change+21,241 (+74%)

Value$576.6K (+$200.3K)

Filed 2026-10-13

International Assets Investment Management, LLC

UNCHANGED

Shares47,636 from 47,636

Change0 (0%)

Value$539.7K (-$81.9K)

Filed 2026-11-02

Shaker Financial Services, LLC

INCREASED

Shares44,505 from 29,979

Change+14,526 (+48%)

Value$510.0K (+$117.3K)

Filed 2026-10-14

Calamos Advisors LLC

INCREASED

Shares40,736 from 38,189

Change+2,547 (+7%)

Value$466.8K (-$33.4K)

Filed 2026-11-02

PMG Family Office LLC

INCREASED

Shares39,793 from 39,171

Change+622 (+2%)

Value$456.0K (-$57.1K)

Filed 2026-10-19

Concurrent Investment Advisors, LLC

DECREASED

Shares39,684 from 39,784

Change-100 (0%)

Value$454.8K (-$66.4K)

Filed 2026-10-16

Sage Capital Management, LLC

UNCHANGED

Shares36,200 from 36,200

Change0 (0%)

Value$414.9K (-$59.4K)

Filed 2026-10-20

Kestra Advisory Services, LLC

INCREASED

Shares35,442 from 33,153

Change+2,289 (+7%)

Value$406.2K (-$28.1K)

Filed 2026-11-02

Twelve Points Wealth Management LLC

DECREASED

Shares34,634 from 34,785

Change-151 (0%)

Value$378.6K (-$77.1K)

Filed 2026-11-03

Centurion Wealth Management LLC

DECREASED

Shares31,086 from 32,815

Change-1,729 (-5%)

Value$356.2K (-$73.6K)

Filed 2026-10-13

Private Trust Co NA

INCREASED

Shares22,384 from 21,749

Change+635 (+3%)

Value$256.5K (-$28.4K)

Filed 2026-10-20

Compound Planning, Inc.

UNCHANGED

Shares21,156 from 21,156

Change0 (0%)

Value$242.4K (-$34.7K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares20,251 from 19,451

Change+800 (+4%)

Value$232.1K (-$22.7K)

Filed 2026-10-30

Vanguard Capital Wealth Advisors

DECREASED

Shares20,005 from 20,374

Change-369 (-2%)

Value$229.3K (-$37.6K)

Filed 2026-10-16

CoreCap Advisors, LLC

DECREASED

Shares19,903 from 21,193

Change-1,290 (-6%)

Value$228.1K (-$49.5K)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares19,496 from 19,544

Change-48 (0%)

Value$223.4K (-$32.6K)

Filed 2026-11-05

Tactive Advisors, LLC

INCREASED

Shares16,135 from 14,172

Change+1,963 (+14%)

Value$184.9K (-$754)

Filed 2026-10-08

Independent Financial Group, LLC

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$183.4K (-$26.2K)

Filed 2026-10-13

Windsor Capital Management, LLC

INCREASED

Shares14,958 from 14,712

Change+246 (+2%)

Value$171.4K (-$21.3K)

Filed 2026-10-13

Encompass More Asset Management

INCREASED

Shares14,606 from 14,547

Change+59 (+0%)

Value$167.4K (-$23.2K)

Filed 2026-10-16

High Net Worth Advisory Group LLC

INCREASED

Shares14,036 from 13,911

Change+125 (+1%)

Value$160.9K (-$21.4K)

Filed 2026-10-26

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares12,181 from 12,181

Change0 (0%)

Value$139.6K (-$20.0K)

Filed 2026-11-05

Oppenheimer & Co Inc

INCREASED

Shares11,623 from 11,519

Change+104 (+1%)

Value$133.2K (-$17.7K)

Filed 2026-10-26

Trust Investment Advisors

NEW

Shares11,420

Change+11,420

Value$130.9K

Filed 2026-10-20

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares10,350 from 10,125

Change+225 (+2%)

Value$118.6K (-$14.0K)

Filed 2026-10-27

Blue Bell Private Wealth Management, LLC

INCREASED

Shares5,197 from 2,448

Change+2,749 (+112%)

Value$59.6K (+$27.5K)

Filed 2026-10-29

MeadowBrook Investment Advisors LLC

DECREASED

Shares4,655 from 4,705

Change-50 (-1%)

Value$51.4K (-$10.2K)

Filed 2026-10-29

McCarley & Cook Financial Planners

UNCHANGED

Shares2,804 from 2,804

Change0 (0%)

Value$32.1K (-$4.6K)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares1,474 from 1,474

Change0 (0%)

Value$16.9K (-$2.4K)

Filed 2026-11-05

GHP Investment Advisors, Inc.

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$14.9K (-$2.1K)

Filed 2026-10-15

Triumph Capital Management

UNCHANGED

Shares1,026 from 1,026

Change0 (0%)

Value$11.8K (-$1.7K)

Filed 2026-10-14

Golden State Wealth Management, LLC

UNCHANGED

Shares1,026 from 1,026

Change0 (0%)

Value$11.8K (-$1.7K)

Filed 2026-11-02

North Star Investment Management Corp.

UNCHANGED

Shares420 from 420

Change0 (0%)

Value$4.8K (-$688)

Filed 2026-10-27

Assetmark, Inc

UNCHANGED

Shares262 from 262

Change0 (0%)

Value$3.0K (-$429)

Filed 2026-10-21

Highline Wealth Partners LLC

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$2.5K (-$361)

Filed 2026-10-19

WPG Advisers, LLC

NEW

Shares115

Change+115

Value$1.3K

Filed 2026-10-27

IFP Advisors, Inc

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$1.1K (-$161)

Filed 2026-10-16

Imc-Chicago, LLC

CLOSED

Shares0 from 10,715

Change-10,715 (-100%)

Value$0 (-$140.4K)

Filed 2026-11-05

LFA - Lugano Financial Advisors SA

CLOSED

Shares0 from 2,759

Change-2,759 (-100%)

Value$0 (-$36.1K)

Filed 2026-11-03

Axiom Investment Management LLC

CLOSED

Shares0 from 2,016

Change-2,016 (-100%)

Value$0 (-$26.4K)

Filed 2026-11-03

Gen-Wealth Partners Inc

CLOSED

Shares0 from 495

Change-495 (-100%)

Value$0 (-$6.5K)

Filed 2026-11-04

Raymond James Financial Inc

N/A

Shares— from 1,780,142

Change-1,780,142 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 1,421,316

Change-1,421,316 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 881,999

Change-881,999 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 801,115

Change-801,115 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 777,357

Change-777,357 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 684,338

Change-684,338 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 528,821

Change-528,821 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 516,337

Change-516,337 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 319,601

Change-319,601 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 285,983

Change-285,983 (-100%)

Value—

FCA Corp

N/A

Shares— from 254,832

Change-254,832 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 248,369

Change-248,369 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 190,980

Change-190,980 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 117,641

Change-117,641 (-100%)

Value—

UBS Group AG

N/A

Shares— from 109,792

Change-109,792 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 96,524

Change-96,524 (-100%)

Value—

&partners

N/A

Shares— from 71,383

Change-71,383 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 67,558

Change-67,558 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 65,016

Change-65,016 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 63,232

Change-63,232 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 54,307

Change-54,307 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 50,298

Change-50,298 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 46,333

Change-46,333 (-100%)

Value—

Quarry LP

N/A

Shares— from 44,322

Change-44,322 (-100%)

Value—

Heron Bay Capital Management

N/A

Shares— from 42,823

Change-42,823 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 42,060

Change-42,060 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 39,309

Change-39,309 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 36,752

Change-36,752 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 34,396

Change-34,396 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 33,273

Change-33,273 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 28,750

Change-28,750 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 22,185

Change-22,185 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 20,255

Change-20,255 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,293

Change-19,293 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 18,536

Change-18,536 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 15,892

Change-15,892 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 15,591

Change-15,591 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 15,540

Change-15,540 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 13,802

Change-13,802 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 13,165

Change-13,165 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 13,139

Change-13,139 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 12,181

Change-12,181 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 11,992

Change-11,992 (-100%)

Value—

Ellevest, Inc.

N/A

Shares— from 11,014

Change-11,014 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 8,161

Change-8,161 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 3,247

Change-3,247 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 3,052

Change-3,052 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 1,973

Change-1,973 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1,095

Change-1,095 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 544

Change-544 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 400

Change-400 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 400

Change-400 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 304

Change-304 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 279

Change-279 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 195

Change-195 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 131

Change-131 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 99

Change-99 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 72

Change-72 (-100%)

Value—

	Status
Koshinski Asset Management, Inc.	DECREASED	481,011	481,591	-580	0%	$6.3M	$5.5M	-$796.5K	2026-10-29
Wolverine Asset Management LLC	DECREASED	319,646	361,758	-42,112	-12%	$4.7M	$3.7M	-$1.1M	2026-11-02
Absolute Investment Advisers, LLC	INCREASED	248,033	68,584	+179,449	+262%	$898.5K	$2.8M	+$1.9M	2026-10-21
Commonwealth Equity Services, LLC	INCREASED	159,941	159,498	+443	+0%	$2.1M	$1.8M	-$256.5K	2026-11-02
Cyndeo Wealth Partners, LLC	UNCHANGED	153,126	153,126	0	0%	$2.0M	$1.8M	-$251.1K	2026-10-16
Creative Planning	DECREASED	136,405	140,156	-3,751	-3%	$1.8M	$1.6M	-$272.8K	2026-11-02
Formidable Asset Management, LLC	DECREASED	72,251	73,901	-1,650	-2%	$824.7K	$946.5K	+$121.8K	2026-11-03
NWF Advisory Services Inc.	UNCHANGED	67,113	67,113	0	0%	$879.2K	$769.1K	-$110.1K	2026-10-19
Stolper Co	DECREASED	64,463	65,745	-1,282	-2%	$861.0K	$739.0K	-$122.0K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	53,006	56,077	-3,071	-5%	$735.0K	$607.0K	-$128.0K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	50,056	28,815	+21,241	+74%	$376.3K	$576.6K	+$200.3K	2026-10-13
International Assets Investment Management, LLC	UNCHANGED	47,636	47,636	0	0%	$621.7K	$539.7K	-$81.9K	2026-11-02
Shaker Financial Services, LLC	INCREASED	44,505	29,979	+14,526	+48%	$392.7K	$510.0K	+$117.3K	2026-10-14
Calamos Advisors LLC	INCREASED	40,736	38,189	+2,547	+7%	$500.3K	$466.8K	-$33.4K	2026-11-02
PMG Family Office LLC	INCREASED	39,793	39,171	+622	+2%	$513.1K	$456.0K	-$57.1K	2026-10-19
Concurrent Investment Advisors, LLC	DECREASED	39,684	39,784	-100	0%	$521.2K	$454.8K	-$66.4K	2026-10-16
Sage Capital Management, LLC	UNCHANGED	36,200	36,200	0	0%	$474.2K	$414.9K	-$59.4K	2026-10-20
Kestra Advisory Services, LLC	INCREASED	35,442	33,153	+2,289	+7%	$434.3K	$406.2K	-$28.1K	2026-11-02
Twelve Points Wealth Management LLC	DECREASED	34,634	34,785	-151	0%	$455.7K	$378.6K	-$77.1K	2026-11-03
Centurion Wealth Management LLC	DECREASED	31,086	32,815	-1,729	-5%	$429.9K	$356.2K	-$73.6K	2026-10-13
Private Trust Co NA	INCREASED	22,384	21,749	+635	+3%	$284.9K	$256.5K	-$28.4K	2026-10-20
Compound Planning, Inc.	UNCHANGED	21,156	21,156	0	0%	$277.1K	$242.4K	-$34.7K	2026-11-05
Truist Financial Corp	INCREASED	20,251	19,451	+800	+4%	$254.8K	$232.1K	-$22.7K	2026-10-30
Vanguard Capital Wealth Advisors	DECREASED	20,005	20,374	-369	-2%	$266.9K	$229.3K	-$37.6K	2026-10-16
CoreCap Advisors, LLC	DECREASED	19,903	21,193	-1,290	-6%	$277.6K	$228.1K	-$49.5K	2026-10-08
Fifth Third Bancorp	DECREASED	19,496	19,544	-48	0%	$256.0K	$223.4K	-$32.6K	2026-11-05
Tactive Advisors, LLC	INCREASED	16,135	14,172	+1,963	+14%	$185.7K	$184.9K	-$754	2026-10-08
Independent Financial Group, LLC	UNCHANGED	16,000	16,000	0	0%	$209.6K	$183.4K	-$26.2K	2026-10-13
Windsor Capital Management, LLC	INCREASED	14,958	14,712	+246	+2%	$192.7K	$171.4K	-$21.3K	2026-10-13
Encompass More Asset Management	INCREASED	14,606	14,547	+59	+0%	$190.6K	$167.4K	-$23.2K	2026-10-16
High Net Worth Advisory Group LLC	INCREASED	14,036	13,911	+125	+1%	$182.2K	$160.9K	-$21.4K	2026-10-26
Elevation Point Wealth Partners, LLC	UNCHANGED	12,181	12,181	0	0%	$159.6K	$139.6K	-$20.0K	2026-11-05
Oppenheimer & Co Inc	INCREASED	11,623	11,519	+104	+1%	$150.9K	$133.2K	-$17.7K	2026-10-26
Trust Investment Advisors	NEW	11,420	—	+11,420	—	—	$130.9K	—	2026-10-20
Pinnacle Wealth Planning Services, Inc.	INCREASED	10,350	10,125	+225	+2%	$132.6K	$118.6K	-$14.0K	2026-10-27
Blue Bell Private Wealth Management, LLC	INCREASED	5,197	2,448	+2,749	+112%	$32.1K	$59.6K	+$27.5K	2026-10-29
MeadowBrook Investment Advisors LLC	DECREASED	4,655	4,705	-50	-1%	$61.6K	$51.4K	-$10.2K	2026-10-29
McCarley & Cook Financial Planners	UNCHANGED	2,804	2,804	0	0%	$36.7K	$32.1K	-$4.6K	2026-10-21
US Bancorp \de\	UNCHANGED	1,474	1,474	0	0%	$19.3K	$16.9K	-$2.4K	2026-11-05
GHP Investment Advisors, Inc.	UNCHANGED	1,300	1,300	0	0%	$17.0K	$14.9K	-$2.1K	2026-10-15
Triumph Capital Management	UNCHANGED	1,026	1,026	0	0%	$13.4K	$11.8K	-$1.7K	2026-10-14
Golden State Wealth Management, LLC	UNCHANGED	1,026	1,026	0	0%	$13.4K	$11.8K	-$1.7K	2026-11-02
North Star Investment Management Corp.	UNCHANGED	420	420	0	0%	$5.5K	$4.8K	-$688	2026-10-27
Assetmark, Inc	UNCHANGED	262	262	0	0%	$3.4K	$3.0K	-$429	2026-10-21
Highline Wealth Partners LLC	UNCHANGED	220	220	0	0%	$2.9K	$2.5K	-$361	2026-10-19
WPG Advisers, LLC	NEW	115	—	+115	—	—	$1.3K	—	2026-10-27
IFP Advisors, Inc	UNCHANGED	98	98	0	0%	$1.3K	$1.1K	-$161	2026-10-16
Imc-Chicago, LLC	CLOSED	0	10,715	-10,715	-100%	$140.4K	$0	-$140.4K	2026-11-05
LFA - Lugano Financial Advisors SA	CLOSED	0	2,759	-2,759	-100%	$36.1K	$0	-$36.1K	2026-11-03
Axiom Investment Management LLC	CLOSED	0	2,016	-2,016	-100%	$26.4K	$0	-$26.4K	2026-11-03
Gen-Wealth Partners Inc	CLOSED	0	495	-495	-100%	$6.5K	$0	-$6.5K	2026-11-04
Raymond James Financial Inc	N/A	—	1,780,142	-1,780,142	-100%	$23.3M	—	—	—
SIT Investment Associates Inc	N/A	—	1,421,316	-1,421,316	-100%	$18.6M	—	—	—
Wells Fargo & Company	N/A	—	881,999	-881,999	-100%	$11.6M	—	—	—
Guggenheim Capital LLC	N/A	—	801,115	-801,115	-100%	$10.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	777,357	-777,357	-100%	$10.2M	—	—	—
Penserra Capital Management LLC	N/A	—	684,338	-684,338	-100%	$9.0M	—	—	—
LPL Financial LLC	N/A	—	528,821	-528,821	-100%	$6.9M	—	—	—
Morgan Stanley	N/A	—	516,337	-516,337	-100%	$6.8M	—	—	—
Arete Wealth Advisors, LLC	N/A	—	319,601	-319,601	-100%	$4.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	285,983	-285,983	-100%	$3.7M	—	—	—
FCA Corp	N/A	—	254,832	-254,832	-100%	$3.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	248,369	-248,369	-100%	$3.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	190,980	-190,980	-100%	$2.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	117,641	-117,641	-100%	$1.5M	—	—	—
UBS Group AG	N/A	—	109,792	-109,792	-100%	$1.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	96,524	-96,524	-100%	$1.3M	—	—	—
&partners	N/A	—	71,383	-71,383	-100%	$933.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	67,558	-67,558	-100%	$885.0K	—	—	—
Bank of America Corp	N/A	—	65,016	-65,016	-100%	$851.7K	—	—	—
Stifel Financial Corp	N/A	—	63,232	-63,232	-100%	$828.3K	—	—	—
Modern Wealth Management, LLC	N/A	—	54,307	-54,307	-100%	$711.4K	—	—	—
PFG Investments, LLC	N/A	—	50,298	-50,298	-100%	$658.9K	—	—	—
Waverly Advisors, LLC	N/A	—	46,333	-46,333	-100%	$607.0K	—	—	—
Quarry LP	N/A	—	44,322	-44,322	-100%	$580.6K	—	—	—
Heron Bay Capital Management	N/A	—	42,823	-42,823	-100%	$561.0K	—	—	—
Cetera Investment Advisers	N/A	—	42,060	-42,060	-100%	$551.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	39,309	-39,309	-100%	$514.9K	—	—	—
WCG Wealth Advisors LLC	N/A	—	36,752	-36,752	-100%	$481.5K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	34,396	-34,396	-100%	$450.6K	—	—	—
XTX Topco Ltd	N/A	—	33,273	-33,273	-100%	$435.9K	—	—	—
Moors & Cabot, Inc.	N/A	—	28,750	-28,750	-100%	$376.6K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	22,185	-22,185	-100%	$290.6K	—	—	—
Benjamin Edwards Inc	N/A	—	20,255	-20,255	-100%	$265.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	19,293	-19,293	-100%	$252.7K	—	—	—
Equitable Holdings, Inc.	N/A	—	18,536	-18,536	-100%	$242.8K	—	—	—
Logan Stone Capital, LLC	N/A	—	15,892	-15,892	-100%	$208.2K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	15,591	-15,591	-100%	$204.2K	—	—	—
Oxbow Advisors, LLC	N/A	—	15,540	-15,540	-100%	$203.6K	—	—	—
Melfa Wealth Management, Inc.	N/A	—	13,802	-13,802	-100%	$180.8K	—	—	—
Readystate Asset Management LP	N/A	—	13,165	-13,165	-100%	$172.5K	—	—	—
Level Four Advisory Services, LLC	N/A	—	13,139	-13,139	-100%	$172.1K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	12,181	-12,181	-100%	$159.6K	—	—	—
Millennium Management LLC	N/A	—	11,992	-11,992	-100%	$157.1K	—	—	—
Ellevest, Inc.	N/A	—	11,014	-11,014	-100%	$144.3K	—	—	—
Harbour Investments, Inc.	N/A	—	8,161	-8,161	-100%	$106.9K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	4,700	-4,700	-100%	$61.6K	—	—	—
Clear Street Group Inc.	N/A	—	3,247	-3,247	-100%	$42.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	3,052	-3,052	-100%	$40.0K	—	—	—
Colonial Trust Co / SC	N/A	—	1,973	-1,973	-100%	$25.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1,095	-1,095	-100%	$14.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,000	-1,000	-100%	$13.1K	—	—	—
Fortis Group Advisors, LLC	N/A	—	544	-544	-100%	$7.1K	—	—	—
JPMorgan Chase & Co	N/A	—	400	-400	-100%	$5.2K	—	—	—
Allworth Financial LP	N/A	—	400	-400	-100%	$5.2K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	304	-304	-100%	$4.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	279	-279	-100%	$3.7K	—	—	—
Bessemer Group Inc	N/A	—	195	-195	-100%	$3	—	—	—
BFC Planning, Inc.	N/A	—	131	-131	-100%	$1.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	99	-99	-100%	$1.3K	—	—	—
Royal Bank of Canada	N/A	—	72	-72	-100%	$1.0K	—	—	—

Showing 111 of 111 institutions