Amplify CEF High Income ETF (YYY)

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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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares1,131,817 from 1,119,796

Change+12,021 (+1%)

Value$11.7M (-$1.2M)

Filed 2026-11-02

NWF Advisory Services Inc.

INCREASED

Shares723,635 from 714,145

Change+9,490 (+1%)

Value$7.5M (-$722.8K)

Filed 2026-10-19

Thrive Capital Management, LLC

INCREASED

Shares594,722 from 562,491

Change+32,231 (+6%)

Value$6.2M (-$312.3K)

Filed 2026-10-28

International Assets Investment Management, LLC

DECREASED

Shares408,230 from 418,945

Change-10,715 (-3%)

Value$4.2M (-$605.1K)

Filed 2026-11-02

Intrua Financial, LLC

DECREASED

Shares404,516 from 426,913

Change-22,397 (-5%)

Value$4.2M (-$723.4K)

Filed 2026-10-28

Larson Financial Group LLC

INCREASED

Shares249,356 from 242,566

Change+6,790 (+3%)

Value$2.6M (-$208.5K)

Filed 2026-11-05

Wedbush Securities Inc

DECREASED

Shares235,629 from 266,953

Change-31,324 (-12%)

Value$2.4M (-$632.0K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares220,387 from 216,316

Change+4,071 (+2%)

Value$2.3M (-$206.5K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares194,865 from 190,451

Change+4,414 (+2%)

Value$2.0M (-$173.2K)

Filed 2026-11-02

Independent Wealth Network Inc.

INCREASED

Shares191,208 from 187,920

Change+3,288 (+2%)

Value$2.0M (-$182.0K)

Filed 2026-10-19

J.W. Cole Advisors, Inc.

DECREASED

Shares110,989 from 112,350

Change-1,361 (-1%)

Value$1.2M (-$143.3K)

Filed 2026-11-05

LJI Wealth Management, LLC

DECREASED

Shares106,044 from 148,139

Change-42,095 (-28%)

Value$1.1M (-$607.3K)

Filed 2026-10-28

First Heartland Consultants, Inc.

INCREASED

Shares77,320 from 74,788

Change+2,532 (+3%)

Value$802.6K (-$59.7K)

Filed 2026-10-08

Ignite Planners, LLC

INCREASED

Shares62,016 from 60,753

Change+1,263 (+2%)

Value$643.7K (-$56.8K)

Filed 2026-10-14

Bison Wealth, LLC

INCREASED

Shares45,088 from 42,937

Change+2,151 (+5%)

Value$468.0K (-$26.6K)

Filed 2026-10-13

Independent Financial Group, LLC

UNCHANGED

Shares41,350 from 41,350

Change0 (0%)

Value$429.2K (-$47.6K)

Filed 2026-10-13

Brookstone Capital Management

DECREASED

Shares39,725 from 61,140

Change-21,415 (-35%)

Value$412.3K (-$292.6K)

Filed 2026-10-22

SBI Securities Co., Ltd.

DECREASED

Shares36,768 from 39,930

Change-3,162 (-8%)

Value$381.7K (-$78.7K)

Filed 2026-10-22

Founders Financial Securities LLC

DECREASED

Shares35,861 from 36,859

Change-998 (-3%)

Value$372.2K (-$52.8K)

Filed 2026-10-28

Oppenheimer & Co Inc

INCREASED

Shares27,509 from 27,369

Change+140 (+1%)

Value$285.5K (-$30.0K)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares22,052 from 21,490

Change+562 (+3%)

Value$228.9K (-$18.9K)

Filed 2026-10-08

Samalin Investment Counsel, LLC

INCREASED

Shares18,967 from 17,615

Change+1,352 (+8%)

Value$196.9K (-$6.2K)

Filed 2026-10-23

Kestra Private Wealth Services, LLC

INCREASED

Shares18,696 from 18,352

Change+344 (+2%)

Value$194.1K (-$17.5K)

Filed 2026-11-06

Golden State Wealth Management, LLC

INCREASED

Shares18,104 from 16,007

Change+2,097 (+13%)

Value$187.9K (+$3.4K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

INCREASED

Shares16,852 from 16,438

Change+414 (+3%)

Value$174.9K (-$14.6K)

Filed 2026-10-16

McAdam, LLC

UNCHANGED

Shares15,394 from 15,394

Change0 (0%)

Value$159.8K (-$17.7K)

Filed 2026-10-21

United Capital Management of KS, Inc.

NEW

Shares14,330

Change+14,330

Value$148.7K

Filed 2026-11-04

Level Four Advisory Services, LLC

UNCHANGED

Shares12,368 from 12,368

Change0 (0%)

Value$128.4K (-$14.2K)

Filed 2026-11-06

Key Client Fiduciary Advisors, LLC

DECREASED

Shares12,158 from 14,066

Change-1,908 (-14%)

Value$126.2K (-$36.0K)

Filed 2026-10-19

AMG National Trust Bank

NEW

Shares11,722

Change+11,722

Value$121.7K

Filed 2026-11-05

Integrity Alliance, Llc.

INCREASED

Shares10,436 from 10,314

Change+122 (+1%)

Value$108.3K (-$10.6K)

Filed 2026-10-29

Blue Trust, Inc.

NEW

Shares8,620

Change+8,620

Value$89.5K

Filed 2026-10-15

Triumph Capital Management

UNCHANGED

Shares7,527 from 7,527

Change0 (0%)

Value$78.1K (-$8.7K)

Filed 2026-10-14

Fifth Third Bancorp

DECREASED

Shares6,637 from 7,087

Change-450 (-6%)

Value$68.9K (-$12.8K)

Filed 2026-11-05

Simplex Trading, LLC

INCREASED

Shares5,469 from 172

Change+5,297 (+3080%)

Value$56.8K (+$54.8K)

Filed 2026-11-04

Creative Financial Designs Inc

INCREASED

Shares3,570 from 3,509

Change+61 (+2%)

Value$37.1K (-$3.4K)

Filed 2026-11-04

Essential Investment Partners LLC

NEW

Shares3,010

Change+3,010

Value$31.2K

Filed 2026-10-27

US Bancorp \de\

UNCHANGED

Shares2,425 from 2,425

Change0 (0%)

Value$25.2K (-$2.8K)

Filed 2026-11-05

TD Waterhouse Canada Inc.

NEW

Shares781

Change+781

Value$8.1K

Filed 2026-10-16

Capital Investment Advisory Services, LLC

UNCHANGED

Shares330 from 330

Change0 (0%)

Value$3.4K (-$380)

Filed 2026-10-30

Highline Wealth Partners LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.6K (-$288)

Filed 2026-10-19

Financial Network Wealth Advisors LLC

INCREASED

Shares59 from 57

Change+2 (+4%)

Value$615 (-$46)

Filed 2026-10-28

Jefferies Financial Group Inc.

CLOSED

Shares0 from 49,494

Change-49,494 (-100%)

Value$0 (-$570.7K)

Filed 2026-11-05

Sage Capital Management, LLC

CLOSED

Shares0 from 23,500

Change-23,500 (-100%)

Value$0 (-$271.0K)

Filed 2026-10-20

RMR Wealth Builders

CLOSED

Shares0 from 20,951

Change-20,951 (-100%)

Value$0 (-$244.1K)

Filed 2026-10-22

Simplicity Wealth,LLC

CLOSED

Shares0 from 19,957

Change-19,957 (-100%)

Value$0 (-$230.1K)

Filed 2026-10-23

Certior Financial Group, LLC

CLOSED

Shares0 from 12,233

Change-12,233 (-100%)

Value$0 (-$141.0K)

Filed 2026-10-19

LifeSteps Financial, Inc.

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-15

Key Capital Management, Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 5,635,144

Change-5,635,144 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 3,215,821

Change-3,215,821 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,336,258

Change-1,336,258 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,334,397

Change-1,334,397 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 858,891

Change-858,891 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 408,072

Change-408,072 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 271,786

Change-271,786 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 217,081

Change-217,081 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 186,847

Change-186,847 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 155,196

Change-155,196 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 125,508

Change-125,508 (-100%)

Value—

Seaview Investment Managers LLC

N/A

Shares— from 105,335

Change-105,335 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 95,437

Change-95,437 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 93,250

Change-93,250 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 67,629

Change-67,629 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 64,103

Change-64,103 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 59,850

Change-59,850 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 43,906

Change-43,906 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 41,750

Change-41,750 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 41,610

Change-41,610 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 39,164

Change-39,164 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 33,708

Change-33,708 (-100%)

Value—

ODonnell Financial Services, LLC

N/A

Shares— from 33,421

Change-33,421 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 33,150

Change-33,150 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 31,883

Change-31,883 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 23,734

Change-23,734 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 23,408

Change-23,408 (-100%)

Value—

Oxinas Partners, LLC

N/A

Shares— from 20,094

Change-20,094 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 17,701

Change-17,701 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 16,652

Change-16,652 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 15,276

Change-15,276 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 15,260

Change-15,260 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 14,458

Change-14,458 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,069

Change-11,069 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 10,777

Change-10,777 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 10,706

Change-10,706 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 10,605

Change-10,605 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,475

Change-10,475 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,503

Change-6,503 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 6,503

Change-6,503 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,988

Change-4,988 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 1,408

Change-1,408 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 975

Change-975 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 900

Change-900 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 264

Change-264 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	1,131,817	1,119,796	+12,021	+1%	$12.9M	$11.7M	-$1.2M	2026-11-02
NWF Advisory Services Inc.	INCREASED	723,635	714,145	+9,490	+1%	$8.2M	$7.5M	-$722.8K	2026-10-19
Thrive Capital Management, LLC	INCREASED	594,722	562,491	+32,231	+6%	$6.5M	$6.2M	-$312.3K	2026-10-28
International Assets Investment Management, LLC	DECREASED	408,230	418,945	-10,715	-3%	$4.8M	$4.2M	-$605.1K	2026-11-02
Intrua Financial, LLC	DECREASED	404,516	426,913	-22,397	-5%	$4.9M	$4.2M	-$723.4K	2026-10-28
Larson Financial Group LLC	INCREASED	249,356	242,566	+6,790	+3%	$2.8M	$2.6M	-$208.5K	2026-11-05
Wedbush Securities Inc	DECREASED	235,629	266,953	-31,324	-12%	$3.1M	$2.4M	-$632.0K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	220,387	216,316	+4,071	+2%	$2.5M	$2.3M	-$206.5K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	194,865	190,451	+4,414	+2%	$2.2M	$2.0M	-$173.2K	2026-11-02
Independent Wealth Network Inc.	INCREASED	191,208	187,920	+3,288	+2%	$2.2M	$2.0M	-$182.0K	2026-10-19
J.W. Cole Advisors, Inc.	DECREASED	110,989	112,350	-1,361	-1%	$1.3M	$1.2M	-$143.3K	2026-11-05
LJI Wealth Management, LLC	DECREASED	106,044	148,139	-42,095	-28%	$1.7M	$1.1M	-$607.3K	2026-10-28
First Heartland Consultants, Inc.	INCREASED	77,320	74,788	+2,532	+3%	$862.3K	$802.6K	-$59.7K	2026-10-08
Ignite Planners, LLC	INCREASED	62,016	60,753	+1,263	+2%	$700.5K	$643.7K	-$56.8K	2026-10-14
Bison Wealth, LLC	INCREASED	45,088	42,937	+2,151	+5%	$494.6K	$468.0K	-$26.6K	2026-10-13
Independent Financial Group, LLC	UNCHANGED	41,350	41,350	0	0%	$476.8K	$429.2K	-$47.6K	2026-10-13
Brookstone Capital Management	DECREASED	39,725	61,140	-21,415	-35%	$704.9K	$412.3K	-$292.6K	2026-10-22
SBI Securities Co., Ltd.	DECREASED	36,768	39,930	-3,162	-8%	$460.4K	$381.7K	-$78.7K	2026-10-22
Founders Financial Securities LLC	DECREASED	35,861	36,859	-998	-3%	$425.0K	$372.2K	-$52.8K	2026-10-28
Oppenheimer & Co Inc	INCREASED	27,509	27,369	+140	+1%	$315.6K	$285.5K	-$30.0K	2026-10-26
Farther Finance Advisors, LLC	INCREASED	22,052	21,490	+562	+3%	$247.8K	$228.9K	-$18.9K	2026-10-08
Samalin Investment Counsel, LLC	INCREASED	18,967	17,615	+1,352	+8%	$203.1K	$196.9K	-$6.2K	2026-10-23
Kestra Private Wealth Services, LLC	INCREASED	18,696	18,352	+344	+2%	$211.6K	$194.1K	-$17.5K	2026-11-06
Golden State Wealth Management, LLC	INCREASED	18,104	16,007	+2,097	+13%	$184.6K	$187.9K	+$3.4K	2026-11-02
Concurrent Investment Advisors, LLC	INCREASED	16,852	16,438	+414	+3%	$189.5K	$174.9K	-$14.6K	2026-10-16
McAdam, LLC	UNCHANGED	15,394	15,394	0	0%	$177.5K	$159.8K	-$17.7K	2026-10-21
United Capital Management of KS, Inc.	NEW	14,330	—	+14,330	—	—	$148.7K	—	2026-11-04
Level Four Advisory Services, LLC	UNCHANGED	12,368	12,368	0	0%	$142.6K	$128.4K	-$14.2K	2026-11-06
Key Client Fiduciary Advisors, LLC	DECREASED	12,158	14,066	-1,908	-14%	$162.2K	$126.2K	-$36.0K	2026-10-19
AMG National Trust Bank	NEW	11,722	—	+11,722	—	—	$121.7K	—	2026-11-05
Integrity Alliance, Llc.	INCREASED	10,436	10,314	+122	+1%	$118.9K	$108.3K	-$10.6K	2026-10-29
Blue Trust, Inc.	NEW	8,620	—	+8,620	—	—	$89.5K	—	2026-10-15
Triumph Capital Management	UNCHANGED	7,527	7,527	0	0%	$86.8K	$78.1K	-$8.7K	2026-10-14
Fifth Third Bancorp	DECREASED	6,637	7,087	-450	-6%	$81.7K	$68.9K	-$12.8K	2026-11-05
Simplex Trading, LLC	INCREASED	5,469	172	+5,297	+3080%	$2.0K	$56.8K	+$54.8K	2026-11-04
Creative Financial Designs Inc	INCREASED	3,570	3,509	+61	+2%	$40.5K	$37.1K	-$3.4K	2026-11-04
Essential Investment Partners LLC	NEW	3,010	—	+3,010	—	—	$31.2K	—	2026-10-27
US Bancorp \de\	UNCHANGED	2,425	2,425	0	0%	$28.0K	$25.2K	-$2.8K	2026-11-05
TD Waterhouse Canada Inc.	NEW	781	—	+781	—	—	$8.1K	—	2026-10-16
Capital Investment Advisory Services, LLC	UNCHANGED	330	330	0	0%	$3.8K	$3.4K	-$380	2026-10-30
Highline Wealth Partners LLC	UNCHANGED	250	250	0	0%	$2.9K	$2.6K	-$288	2026-10-19
Financial Network Wealth Advisors LLC	INCREASED	59	57	+2	+4%	$661	$615	-$46	2026-10-28
Jefferies Financial Group Inc.	CLOSED	0	49,494	-49,494	-100%	$570.7K	$0	-$570.7K	2026-11-05
Sage Capital Management, LLC	CLOSED	0	23,500	-23,500	-100%	$271.0K	$0	-$271.0K	2026-10-20
RMR Wealth Builders	CLOSED	0	20,951	-20,951	-100%	$244.1K	$0	-$244.1K	2026-10-22
Simplicity Wealth,LLC	CLOSED	0	19,957	-19,957	-100%	$230.1K	$0	-$230.1K	2026-10-23
Certior Financial Group, LLC	CLOSED	0	12,233	-12,233	-100%	$141.0K	$0	-$141.0K	2026-10-19
LifeSteps Financial, Inc.	CLOSED	0	110	-110	-100%	$1.3K	$0	-$1.3K	2026-10-15
Key Capital Management, Inc	CLOSED	0	100	-100	-100%	$1.2K	$0	-$1.2K	2026-11-03
Morgan Stanley	N/A	—	5,635,144	-5,635,144	-100%	$65.0M	—	—	—
LPL Financial LLC	N/A	—	3,215,821	-3,215,821	-100%	$37.1M	—	—	—
Raymond James Financial Inc	N/A	—	1,336,258	-1,336,258	-100%	$15.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,334,397	-1,334,397	-100%	$15.4M	—	—	—
Wells Fargo & Company	N/A	—	858,891	-858,891	-100%	$9.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	408,072	-408,072	-100%	$4.7M	—	—	—
Cetera Investment Advisers	N/A	—	271,786	-271,786	-100%	$3.1M	—	—	—
Principal Securities, Inc.	N/A	—	217,081	-217,081	-100%	$2.5M	—	—	—
World Investment Advisors	N/A	—	186,847	-186,847	-100%	$2.1M	—	—	—
CreativeOne Wealth, LLC	N/A	—	155,196	-155,196	-100%	$1.8M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	125,508	-125,508	-100%	$1.4M	—	—	—
Seaview Investment Managers LLC	N/A	—	105,335	-105,335	-100%	$1.2M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	95,437	-95,437	-100%	$1.1M	—	—	—
HighTower Advisors, LLC	N/A	—	93,250	-93,250	-100%	$1.1M	—	—	—
PFG Investments, LLC	N/A	—	67,629	-67,629	-100%	$779.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	64,103	-64,103	-100%	$739.0K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	59,850	-59,850	-100%	$690.1K	—	—	—
MML Investors Services, LLC	N/A	—	43,906	-43,906	-100%	$506.2K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	41,750	-41,750	-100%	$481.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	41,610	-41,610	-100%	$479.8K	—	—	—
Allied Private Wealth LLC	N/A	—	39,164	-39,164	-100%	$450.0K	—	—	—
Royal Bank of Canada	N/A	—	33,708	-33,708	-100%	$388.0K	—	—	—
ODonnell Financial Services, LLC	N/A	—	33,421	-33,421	-100%	$385.3K	—	—	—
Harbour Investments, Inc.	N/A	—	33,150	-33,150	-100%	$382.2K	—	—	—
Nicolet Bankshares Inc	N/A	—	31,883	-31,883	-100%	$367.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	23,734	-23,734	-100%	$274.0K	—	—	—
Money Concepts Capital Corp	N/A	—	23,408	-23,408	-100%	$269.9K	—	—	—
Oxinas Partners, LLC	N/A	—	20,094	-20,094	-100%	$231.7K	—	—	—
Arkadios Wealth Advisors	N/A	—	17,701	-17,701	-100%	$204.1K	—	—	—
Regal Investment Advisors LLC	N/A	—	16,652	-16,652	-100%	$192.0K	—	—	—
Tidemark, LLC	N/A	—	15,276	-15,276	-100%	$176.1K	—	—	—
Advisory Services Network, LLC	N/A	—	15,260	-15,260	-100%	$175.9K	—	—	—
Jane Street Group, LLC	N/A	—	14,458	-14,458	-100%	$166.7K	—	—	—
HRT Financial LP	N/A	—	11,069	-11,069	-100%	$127.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	10,777	-10,777	-100%	$124.3K	—	—	—
Baird Financial Group, Inc.	N/A	—	10,706	-10,706	-100%	$123.4K	—	—	—
Continuum Advisory, LLC	N/A	—	10,605	-10,605	-100%	$122.3K	—	—	—
Private Advisor Group, LLC	N/A	—	10,475	-10,475	-100%	$120.8K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	10,000	-10,000	-100%	$115.3K	—	—	—
BFC Planning, Inc.	N/A	—	6,503	-6,503	-100%	$75.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	6,503	-6,503	-100%	$75.0K	—	—	—
IFG Advisory, LLC	N/A	—	4,988	-4,988	-100%	$57.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	3,000	-3,000	-100%	$34.6K	—	—	—
Founders Financial Alliance, LLC	N/A	—	1,408	-1,408	-100%	$16.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,400	-1,400	-100%	$16.1K	—	—	—
Allworth Financial LP	N/A	—	1,000	-1,000	-100%	$11.5K	—	—	—
UBS Group AG	N/A	—	1,000	-1,000	-100%	$11.5K	—	—	—
AE Wealth Management LLC	N/A	—	975	-975	-100%	$11.2K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	900	-900	-100%	$10.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	264	-264	-100%	$3.0K	—	—	—

Showing 99 of 99 institutions