Strategas Macro Them Opps (SAMT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Thrivent Financial for Lutherans

INCREASED

Shares1,389,758 from 336,361

Change+1,053,397 (+313%)

Value$58.0M (+$41.9M)

Filed 2026-11-05

Beaumont Financial Advisors, LLC

INCREASED

Shares842,555 from 816,446

Change+26,109 (+3%)

Value$35.1M (-$3.9M)

Filed 2026-10-22

Trilogy Capital Inc.

INCREASED

Shares741,609 from 709,244

Change+32,365 (+5%)

Value$30.9M (-$2.9M)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares333,616 from 316,330

Change+17,286 (+5%)

Value$13.9M (-$1.2M)

Filed 2026-11-02

Triangle Securities Wealth Management

INCREASED

Shares261,068 from 256,588

Change+4,480 (+2%)

Value$10.9M (-$1.4M)

Filed 2026-10-14

Archford Capital Strategies, LLC

INCREASED

Shares256,272 from 251,799

Change+4,473 (+2%)

Value$10.7M (-$1.3M)

Filed 2026-10-19

Stonebridge Financial Group, LLC

INCREASED

Shares254,945 from 223,193

Change+31,752 (+14%)

Value$10.6M (-$28.0K)

Filed 2026-10-01

Insight Wealth Strategies, LLC

INCREASED

Shares252,888 from 251,772

Change+1,116 (+0%)

Value$10.5M (-$1.2M)

Filed 2026-10-09

Members Advisory Group LLC

INCREASED

Shares230,321 from 226,079

Change+4,242 (+2%)

Value$9.6M (-$1.2M)

Filed 2026-11-09

Joseph Group Capital Management

INCREASED

Shares209,342 from 204,561

Change+4,781 (+2%)

Value$8.7M (-$1.0M)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares155,581 from 115,202

Change+40,379 (+35%)

Value$6.5M (+$985.5K)

Filed 2026-11-06

Krilogy Financial LLC

INCREASED

Shares150,291 from 139,191

Change+11,100 (+8%)

Value$6.3M (-$312.5K)

Filed 2026-10-13

D.A. Davidson & Co.

INCREASED

Shares124,234 from 115,749

Change+8,485 (+7%)

Value$5.2M (-$347.2K)

Filed 2026-10-28

Meridian Wealth Management, LLC

INCREASED

Shares117,508 from 107,983

Change+9,525 (+9%)

Value$4.9M (-$256.8K)

Filed 2026-11-05

Armor Investment Advisors, LLC

DECREASED

Shares102,805 from 105,111

Change-2,306 (-2%)

Value$4.3M (-$732.6K)

Filed 2026-10-27

Capital Investment Counsel, LLC

DECREASED

Shares100,220 from 101,409

Change-1,189 (-1%)

Value$4.2M (-$663.6K)

Filed 2026-10-14

Fortem Financial Group, LLC

INCREASED

Shares88,386 from 84,473

Change+3,913 (+5%)

Value$3.7M (-$348.4K)

Filed 2026-10-20

Prevail Innovative Wealth Advisors, LLC

NEW

Shares87,409

Change+87,409

Value$3.7M

Filed 2026-10-20

Advisor OS, LLC

INCREASED

Shares84,699 from 71,491

Change+13,208 (+18%)

Value$3.5M (+$117.6K)

Filed 2026-11-03

HighTower Advisors, LLC

DECREASED

Shares70,823 from 72,313

Change-1,490 (-2%)

Value$3.0M (-$499.9K)

Filed 2026-11-10

Kestra Private Wealth Services, LLC

INCREASED

Shares69,608 from 67,474

Change+2,134 (+3%)

Value$2.9M (-$319.6K)

Filed 2026-11-06

Cambridge Advisors Inc.

INCREASED

Shares63,086 from 54,872

Change+8,214 (+15%)

Value$2.6M (+$10.1K)

Filed 2026-10-19

Parsons Capital Management Inc

INCREASED

Shares57,368 from 56,731

Change+637 (+1%)

Value$2.4M (-$317.0K)

Filed 2026-10-28

Catalyst Financial Partners LLC

NEW

Shares47,946

Change+47,946

Value$2.0M

Filed 2026-11-06

Mayfair Advisory Group, LLC

INCREASED

Shares46,435 from 39,475

Change+6,960 (+18%)

Value$1.9M (+$211.9K)

Filed 2026-10-20

Capital Investment Advisors, LLC

INCREASED

Shares35,530 from 21,899

Change+13,631 (+62%)

Value$1.5M (+$435.5K)

Filed 2026-10-22

Atria Investments, Inc

INCREASED

Shares33,169 from 26,923

Change+6,246 (+23%)

Value$1.4M (+$97.3K)

Filed 2026-10-15

Koshinski Asset Management, Inc.

DECREASED

Shares26,559 from 30,899

Change-4,340 (-14%)

Value$1.1M (-$368.0K)

Filed 2026-10-29

Bank of New York Mellon Corp

DECREASED

Shares24,457 from 24,972

Change-515 (-2%)

Value$1.0M (-$172.7K)

Filed 2026-11-05

Perigon Wealth Management, LLC

UNCHANGED

Shares22,635 from 22,635

Change0 (0%)

Value$943.4K (-$137.1K)

Filed 2026-10-22

Comprehensive Financial Planning, Inc.

INCREASED

Shares22,390 from 21,968

Change+422 (+2%)

Value$933.2K (-$115.4K)

Filed 2026-10-27

VestGen Advisors, LLC

DECREASED

Shares22,258 from 23,828

Change-1,570 (-7%)

Value$927.7K (-$209.7K)

Filed 2026-10-27

Dynamic Advisor Solutions LLC

INCREASED

Shares21,564 from 14,140

Change+7,424 (+53%)

Value$898.8K (+$223.8K)

Filed 2026-10-13

Inscription Capital, LLC

NEW

Shares14,203

Change+14,203

Value$592.0K

Filed 2026-11-02

Davenport & Co LLC

INCREASED

Shares9,851 from 5,460

Change+4,391 (+80%)

Value$410.6K (+$150.0K)

Filed 2026-10-14

Quantify Chaos Advisors, LLC

DECREASED

Shares9,554 from 9,995

Change-441 (-4%)

Value$398.2K (-$78.9K)

Filed 2026-11-04

Retirement Planning Group, LLC

INCREASED

Shares6,854 from 6,489

Change+365 (+6%)

Value$285.7K (-$24.1K)

Filed 2026-10-19

Midwest Trust Co

UNCHANGED

Shares6,500 from 6,500

Change0 (0%)

Value$270.9K (-$39.4K)

Filed 2026-10-22

Fifth Third Bancorp

UNCHANGED

Shares5,945 from 5,945

Change0 (0%)

Value$247.8K (-$36.0K)

Filed 2026-11-05

Oppenheimer & Co Inc

DECREASED

Shares5,597 from 5,644

Change-47 (-1%)

Value$233.3K (-$36.1K)

Filed 2026-10-26

Geneos Wealth Management Inc.

DECREASED

Shares3,274 from 4,671

Change-1,397 (-30%)

Value$136.5K (-$86.5K)

Filed 2026-11-09

West Paces Advisors Inc.

INCREASED

Shares3,079 from 2,903

Change+176 (+6%)

Value$128.3K (-$10.2K)

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares2,647 from 2,647

Change0 (0%)

Value$126.4K ($0)

Filed 2026-11-06

Parallel Advisors, LLC

DECREASED

Shares1,257 from 1,457

Change-200 (-14%)

Value$52.4K (-$17.2K)

Filed 2026-11-03

Nuveen, LLC

NEW

Shares1,139

Change+1,139

Value$47.8K

Filed 2026-11-10

Gamma Investing LLC

UNCHANGED

Shares965 from 965

Change0 (0%)

Value$40.2K (-$5.8K)

Filed 2026-10-08

Latitude Advisors, LLC

NEW

Shares340

Change+340

Value$14.2K

Filed 2026-10-27

Signature Resources Capital Management, LLC

UNCHANGED

Shares305 from 305

Change0 (0%)

Value$12.7K (-$1.8K)

Filed 2026-10-16

Investors Research Corp

UNCHANGED

Shares213 from 213

Change0 (0%)

Value$8.9K (-$1.3K)

Filed 2026-10-07

Silver Grove Financial Group, Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$3.1K (-$454)

Filed 2026-11-05

Nvest Wealth Strategies, Inc.

NEW

Shares25

Change+25

Value$1.0K

Filed 2026-10-14

Mainstay Capital Management LLC

CLOSED

Shares0 from 1,864,255

Change-1,864,255 (-100%)

Value$0 (-$89.0M)

Filed 2026-11-09

BigSur Wealth Management LLC

CLOSED

Shares0 from 22,560

Change-22,560 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-13

Worth Asset Management, LLC

CLOSED

Shares0 from 5,933

Change-5,933 (-100%)

Value$0 (-$283.2K)

Filed 2026-10-07

Mission Wealth Management, LP

CLOSED

Shares0 from 4,379

Change-4,379 (-100%)

Value$0 (-$209.0K)

Filed 2026-10-15

Bessemer Group Inc

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-11-09

Envestnet Asset Management Inc

N/A

Shares— from 2,325,893

Change-2,325,893 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 1,698,774

Change-1,698,774 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,410,394

Change-1,410,394 (-100%)

Value—

One Charles Private Wealth Services, LLC

N/A

Shares— from 313,351

Change-313,351 (-100%)

Value—

Greenwich Wealth Management LLC

N/A

Shares— from 284,924

Change-284,924 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 278,429

Change-278,429 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 250,144

Change-250,144 (-100%)

Value—

Fidelis Capital Partners, LLC

N/A

Shares— from 209,744

Change-209,744 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 183,628

Change-183,628 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 144,281

Change-144,281 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 86,608

Change-86,608 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 84,855

Change-84,855 (-100%)

Value—

MJP Associates Inc

N/A

Shares— from 71,491

Change-71,491 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 41,552

Change-41,552 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 38,930

Change-38,930 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 34,564

Change-34,564 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 22,158

Change-22,158 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 17,877

Change-17,877 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,162

Change-14,162 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 13,878

Change-13,878 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 13,465

Change-13,465 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 13,097

Change-13,097 (-100%)

Value—

Xcelsior Advisor Partners LLC

N/A

Shares— from 12,286

Change-12,286 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,502

Change-11,502 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,317

Change-11,317 (-100%)

Value—

Reliant Wealth Planning

N/A

Shares— from 8,860

Change-8,860 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 8,062

Change-8,062 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,008

Change-7,008 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,717

Change-5,717 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 5,385

Change-5,385 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 5,038

Change-5,038 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 3,051

Change-3,051 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 2,961

Change-2,961 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,149

Change-1,149 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 42

Change-42 (-100%)

Value—

	Status
Thrivent Financial for Lutherans	INCREASED	1,389,758	336,361	+1,053,397	+313%	$16.1M	$58.0M	+$41.9M	2026-11-05
Beaumont Financial Advisors, LLC	INCREASED	842,555	816,446	+26,109	+3%	$39.0M	$35.1M	-$3.9M	2026-10-22
Trilogy Capital Inc.	INCREASED	741,609	709,244	+32,365	+5%	$33.9M	$30.9M	-$2.9M	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	333,616	316,330	+17,286	+5%	$15.1M	$13.9M	-$1.2M	2026-11-02
Triangle Securities Wealth Management	INCREASED	261,068	256,588	+4,480	+2%	$12.2M	$10.9M	-$1.4M	2026-10-14
Archford Capital Strategies, LLC	INCREASED	256,272	251,799	+4,473	+2%	$12.0M	$10.7M	-$1.3M	2026-10-19
Stonebridge Financial Group, LLC	INCREASED	254,945	223,193	+31,752	+14%	$10.7M	$10.6M	-$28.0K	2026-10-01
Insight Wealth Strategies, LLC	INCREASED	252,888	251,772	+1,116	+0%	$11.8M	$10.5M	-$1.2M	2026-10-09
Members Advisory Group LLC	INCREASED	230,321	226,079	+4,242	+2%	$10.8M	$9.6M	-$1.2M	2026-11-09
Joseph Group Capital Management	INCREASED	209,342	204,561	+4,781	+2%	$9.8M	$8.7M	-$1.0M	2026-11-04
LPL Financial LLC	INCREASED	155,581	115,202	+40,379	+35%	$5.5M	$6.5M	+$985.5K	2026-11-06
Krilogy Financial LLC	INCREASED	150,291	139,191	+11,100	+8%	$6.6M	$6.3M	-$312.5K	2026-10-13
D.A. Davidson & Co.	INCREASED	124,234	115,749	+8,485	+7%	$5.5M	$5.2M	-$347.2K	2026-10-28
Meridian Wealth Management, LLC	INCREASED	117,508	107,983	+9,525	+9%	$5.2M	$4.9M	-$256.8K	2026-11-05
Armor Investment Advisors, LLC	DECREASED	102,805	105,111	-2,306	-2%	$5.0M	$4.3M	-$732.6K	2026-10-27
Capital Investment Counsel, LLC	DECREASED	100,220	101,409	-1,189	-1%	$4.8M	$4.2M	-$663.6K	2026-10-14
Fortem Financial Group, LLC	INCREASED	88,386	84,473	+3,913	+5%	$4.0M	$3.7M	-$348.4K	2026-10-20
Prevail Innovative Wealth Advisors, LLC	NEW	87,409	—	+87,409	—	—	$3.7M	—	2026-10-20
Advisor OS, LLC	INCREASED	84,699	71,491	+13,208	+18%	$3.4M	$3.5M	+$117.6K	2026-11-03
HighTower Advisors, LLC	DECREASED	70,823	72,313	-1,490	-2%	$3.5M	$3.0M	-$499.9K	2026-11-10
Kestra Private Wealth Services, LLC	INCREASED	69,608	67,474	+2,134	+3%	$3.2M	$2.9M	-$319.6K	2026-11-06
Cambridge Advisors Inc.	INCREASED	63,086	54,872	+8,214	+15%	$2.6M	$2.6M	+$10.1K	2026-10-19
Parsons Capital Management Inc	INCREASED	57,368	56,731	+637	+1%	$2.7M	$2.4M	-$317.0K	2026-10-28
Catalyst Financial Partners LLC	NEW	47,946	—	+47,946	—	—	$2.0M	—	2026-11-06
Mayfair Advisory Group, LLC	INCREASED	46,435	39,475	+6,960	+18%	$1.7M	$1.9M	+$211.9K	2026-10-20
Capital Investment Advisors, LLC	INCREASED	35,530	21,899	+13,631	+62%	$1.0M	$1.5M	+$435.5K	2026-10-22
Atria Investments, Inc	INCREASED	33,169	26,923	+6,246	+23%	$1.3M	$1.4M	+$97.3K	2026-10-15
Koshinski Asset Management, Inc.	DECREASED	26,559	30,899	-4,340	-14%	$1.5M	$1.1M	-$368.0K	2026-10-29
Bank of New York Mellon Corp	DECREASED	24,457	24,972	-515	-2%	$1.2M	$1.0M	-$172.7K	2026-11-05
Perigon Wealth Management, LLC	UNCHANGED	22,635	22,635	0	0%	$1.1M	$943.4K	-$137.1K	2026-10-22
Comprehensive Financial Planning, Inc.	INCREASED	22,390	21,968	+422	+2%	$1.0M	$933.2K	-$115.4K	2026-10-27
VestGen Advisors, LLC	DECREASED	22,258	23,828	-1,570	-7%	$1.1M	$927.7K	-$209.7K	2026-10-27
Dynamic Advisor Solutions LLC	INCREASED	21,564	14,140	+7,424	+53%	$675.0K	$898.8K	+$223.8K	2026-10-13
Inscription Capital, LLC	NEW	14,203	—	+14,203	—	—	$592.0K	—	2026-11-02
Davenport & Co LLC	INCREASED	9,851	5,460	+4,391	+80%	$260.6K	$410.6K	+$150.0K	2026-10-14
Quantify Chaos Advisors, LLC	DECREASED	9,554	9,995	-441	-4%	$477.1K	$398.2K	-$78.9K	2026-11-04
Retirement Planning Group, LLC	INCREASED	6,854	6,489	+365	+6%	$309.8K	$285.7K	-$24.1K	2026-10-19
Midwest Trust Co	UNCHANGED	6,500	6,500	0	0%	$310.3K	$270.9K	-$39.4K	2026-10-22
Fifth Third Bancorp	UNCHANGED	5,945	5,945	0	0%	$283.8K	$247.8K	-$36.0K	2026-11-05
Oppenheimer & Co Inc	DECREASED	5,597	5,644	-47	-1%	$269.4K	$233.3K	-$36.1K	2026-10-26
Geneos Wealth Management Inc.	DECREASED	3,274	4,671	-1,397	-30%	$223.0K	$136.5K	-$86.5K	2026-11-09
West Paces Advisors Inc.	INCREASED	3,079	2,903	+176	+6%	$138.6K	$128.3K	-$10.2K	2026-10-13
Allworth Financial LP	UNCHANGED	2,647	2,647	0	0%	$126.4K	$126.4K	$0	2026-11-06
Parallel Advisors, LLC	DECREASED	1,257	1,457	-200	-14%	$69.6K	$52.4K	-$17.2K	2026-11-03
Nuveen, LLC	NEW	1,139	—	+1,139	—	—	$47.8K	—	2026-11-10
Gamma Investing LLC	UNCHANGED	965	965	0	0%	$46.1K	$40.2K	-$5.8K	2026-10-08
Latitude Advisors, LLC	NEW	340	—	+340	—	—	$14.2K	—	2026-10-27
Signature Resources Capital Management, LLC	UNCHANGED	305	305	0	0%	$14.6K	$12.7K	-$1.8K	2026-10-16
Investors Research Corp	UNCHANGED	213	213	0	0%	$10.2K	$8.9K	-$1.3K	2026-10-07
Silver Grove Financial Group, Inc.	UNCHANGED	75	75	0	0%	$3.6K	$3.1K	-$454	2026-11-05
Nvest Wealth Strategies, Inc.	NEW	25	—	+25	—	—	$1.0K	—	2026-10-14
Mainstay Capital Management LLC	CLOSED	0	1,864,255	-1,864,255	-100%	$89.0M	$0	-$89.0M	2026-11-09
BigSur Wealth Management LLC	CLOSED	0	22,560	-22,560	-100%	$1.1M	$0	-$1.1M	2026-10-13
Worth Asset Management, LLC	CLOSED	0	5,933	-5,933	-100%	$283.2K	$0	-$283.2K	2026-10-07
Mission Wealth Management, LP	CLOSED	0	4,379	-4,379	-100%	$209.0K	$0	-$209.0K	2026-10-15
Bessemer Group Inc	CLOSED	0	0	0	—	$0	$0	$0	2026-11-09
Envestnet Asset Management Inc	N/A	—	2,325,893	-2,325,893	-100%	$111.0M	—	—	—
Baird Financial Group, Inc.	N/A	—	1,698,774	-1,698,774	-100%	$81.1M	—	—	—
Bank of America Corp	N/A	—	1,410,394	-1,410,394	-100%	$67.3M	—	—	—
One Charles Private Wealth Services, LLC	N/A	—	313,351	-313,351	-100%	$15.0M	—	—	—
Greenwich Wealth Management LLC	N/A	—	284,924	-284,924	-100%	$13.6M	—	—	—
Royal Bank of Canada	N/A	—	278,429	-278,429	-100%	$13.3M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	250,144	-250,144	-100%	$11.9M	—	—	—
Fidelis Capital Partners, LLC	N/A	—	209,744	-209,744	-100%	$10.0M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	183,628	-183,628	-100%	$8.8M	—	—	—
MML Investors Services, LLC	N/A	—	144,281	-144,281	-100%	$6.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	86,608	-86,608	-100%	$4.1M	—	—	—
CIBC World Market Inc.	N/A	—	84,855	-84,855	-100%	$4.1M	—	—	—
MJP Associates Inc	N/A	—	71,491	-71,491	-100%	$3.4M	—	—	—
Mutual Advisors, LLC	N/A	—	41,552	-41,552	-100%	$2.0M	—	—	—
Raymond James Financial Inc	N/A	—	38,930	-38,930	-100%	$1.9M	—	—	—
Essex Financial Services, Inc.	N/A	—	34,564	-34,564	-100%	$1.6M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	22,158	-22,158	-100%	$1.1M	—	—	—
Captrust Financial Advisors	N/A	—	17,877	-17,877	-100%	$853.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,162	-14,162	-100%	$645.2K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	13,878	-13,878	-100%	$662.5K	—	—	—
Fiduciary Trust Co	N/A	—	13,465	-13,465	-100%	$642.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	13,097	-13,097	-100%	$625.2K	—	—	—
Xcelsior Advisor Partners LLC	N/A	—	12,286	-12,286	-100%	$586.5K	—	—	—
Stifel Financial Corp	N/A	—	11,502	-11,502	-100%	$549.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,317	-11,317	-100%	$540.2K	—	—	—
Reliant Wealth Planning	N/A	—	8,860	-8,860	-100%	$422.9K	—	—	—
Cerity Partners LLC	N/A	—	8,062	-8,062	-100%	$384.8K	—	—	—
Jane Street Group, LLC	N/A	—	7,008	-7,008	-100%	$334.5K	—	—	—
JPMorgan Chase & Co	N/A	—	5,717	-5,717	-100%	$268.4K	—	—	—
Kovack Advisors, Inc.	N/A	—	5,385	-5,385	-100%	$257.1K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	5,038	-5,038	-100%	$240.5K	—	—	—
CVA Family Office, LLC	N/A	—	3,051	-3,051	-100%	$145.7K	—	—	—
Regatta Research & Money Management	N/A	—	2,961	-2,961	-100%	$141.3K	—	—	—
Morgan Stanley	N/A	—	1,149	-1,149	-100%	$54.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	42	-42	-100%	$2.0K	—	—	—

Showing 91 of 91 institutions