BNY Mellon Dynamic Value (BKDV)

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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Bank of New York Mellon Corp

INCREASED

Shares4,656,236 from 4,478,242

Change+177,994 (+4%)

Value$156.9M (+$6.9M)

Filed 2026-11-05

Principle Wealth Partners LLC

DECREASED

Shares3,495,412 from 4,065,430

Change-570,018 (-14%)

Value$117.8M (-$18.4M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares2,345,482 from 2,231,535

Change+113,947 (+5%)

Value$79.0M (+$4.3M)

Filed 2026-11-02

Advisor OS, LLC

DECREASED

Shares1,066,307 from 1,083,118

Change-16,811 (-2%)

Value$35.9M (-$339.1K)

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares706,303 from 692,948

Change+13,355 (+2%)

Value$23.8M (+$595.6K)

Filed 2026-10-30

JSF Financial, LLC

INCREASED

Shares316,285 from 264,433

Change+51,852 (+20%)

Value$10.7M (+$1.8M)

Filed 2026-10-22

StoneCrest Wealth Management, Inc.

DECREASED

Shares290,277 from 293,642

Change-3,365 (-1%)

Value$9.8M (-$51.7K)

Filed 2026-11-03

Thrivent Financial for Lutherans

INCREASED

Shares288,414 from 223,107

Change+65,307 (+29%)

Value$9.7M (+$2.2M)

Filed 2026-11-05

Nations Financial Group Inc,

INCREASED

Shares282,361 from 244,837

Change+37,524 (+15%)

Value$9.5M (+$1.3M)

Filed 2026-11-05

Concurrent Investment Advisors, LLC

INCREASED

Shares241,329 from 114,487

Change+126,842 (+111%)

Value$8.1M (+$4.3M)

Filed 2026-10-16

MGO One Seven LLC

INCREASED

Shares224,326 from 204,107

Change+20,219 (+10%)

Value$7.6M (+$724.3K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares215,982 from 197,033

Change+18,949 (+10%)

Value$7.3M (+$680.0K)

Filed 2026-11-02

Maia Wealth LLC

INCREASED

Shares161,343 from 140,952

Change+20,391 (+14%)

Value$5.4M (+$716.8K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares148,846 from 139,896

Change+8,950 (+6%)

Value$5.1M (+$362.0K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares138,902 from 138,609

Change+293 (+0%)

Value$4.7M (+$39.0K)

Filed 2026-11-02

Financial Partners Group, Inc

INCREASED

Shares138,518 from 134,206

Change+4,312 (+3%)

Value$4.7M (+$173.5K)

Filed 2026-10-19

Sugar Maple Asset Management, LLC

INCREASED

Shares135,525 from 93,788

Change+41,737 (+45%)

Value$4.6M (+$1.4M)

Filed 2026-10-13

IFP Advisors, Inc

INCREASED

Shares133,759 from 91,873

Change+41,886 (+46%)

Value$4.5M (+$1.4M)

Filed 2026-10-16

Tsfg, LLC

NEW

Shares118,142

Change+118,142

Value$4.0M

Filed 2026-10-23

Noble Wealth Management PBC

INCREASED

Shares117,612 from 116,654

Change+958 (+1%)

Value$4.0M (+$56.8K)

Filed 2026-10-01

GGM Financial LLC

INCREASED

Shares116,943 from 90,191

Change+26,752 (+30%)

Value$3.9M (+$920.5K)

Filed 2026-11-05

Next Level Private LLC

INCREASED

Shares114,168 from 96,305

Change+17,863 (+19%)

Value$3.8M (+$622.2K)

Filed 2026-10-20

Park Avenue Securities LLC

INCREASED

Shares87,936 from 78,210

Change+9,726 (+12%)

Value$3.0M (+$344.0K)

Filed 2026-10-26

Victory Financial Group, LLC

NEW

Shares83,908

Change+83,908

Value$2.8M

Filed 2026-10-27

Oppenheimer & Co Inc

INCREASED

Shares58,027 from 52,052

Change+5,975 (+11%)

Value$2.0M (+$212.3K)

Filed 2026-10-26

Copper Harbor Investment Advisors, LLC

INCREASED

Shares52,339 from 50,657

Change+1,682 (+3%)

Value$1.8M (+$67.3K)

Filed 2026-10-16

Legacy Capital Wealth Partners, LLC

INCREASED

Shares50,949 from 39,960

Change+10,989 (+28%)

Value$1.7M (+$378.7K)

Filed 2026-10-21

KFA Private Wealth Group, LLC

INCREASED

Shares49,102 from 43,780

Change+5,322 (+12%)

Value$1.7M (+$188.5K)

Filed 2026-10-07

Baron Wealth Management LLC

INCREASED

Shares34,773 from 32,419

Change+2,354 (+7%)

Value$1.2M (+$86.1K)

Filed 2026-10-27

Investment Insight Wealth Management, LLC

INCREASED

Shares32,062 from 23,141

Change+8,921 (+39%)

Value$1.1M (+$305.5K)

Filed 2026-10-30

Laurel OAK Wealth Management, LLC

INCREASED

Shares29,811 from 27,286

Change+2,525 (+9%)

Value$1.0M (+$90.8K)

Filed 2026-10-19

WealthCare Investment Partners, LLC

NEW

Shares29,606

Change+29,606

Value$997.7K

Filed 2026-11-05

BXM Wealth LLC

INCREASED

Shares27,555 from 20,380

Change+7,175 (+35%)

Value$928.6K (+$246.1K)

Filed 2026-11-03

Trademark Financial Management, LLC

INCREASED

Shares25,276 from 25,118

Change+158 (+1%)

Value$851.8K (+$10.6K)

Filed 2026-10-23

Moneco Advisors, LLC

NEW

Shares24,968

Change+24,968

Value$841.4K

Filed 2026-11-05

Kestra Private Wealth Services, LLC

INCREASED

Shares16,868 from 11,424

Change+5,444 (+48%)

Value$568.5K (+$185.9K)

Filed 2026-10-30

Blueprint Financial Advisors LLC

DECREASED

Shares16,022 from 16,518

Change-496 (-3%)

Value$539.9K (-$13.2K)

Filed 2026-10-28

Blueprint Investment Partners LLC

DECREASED

Shares16,022 from 16,518

Change-496 (-3%)

Value$539.9K (-$13.2K)

Filed 2026-10-28

Krilogy Financial LLC

INCREASED

Shares14,490 from 14,390

Change+100 (+1%)

Value$498.7K (+$16.8K)

Filed 2026-10-13

Wealthcare Advisory Partners LLC

NEW

Shares9,904

Change+9,904

Value$333.8K

Filed 2026-10-21

MN Wealth Advisors, LLC

DECREASED

Shares9,346 from 10,346

Change-1,000 (-10%)

Value$315.0K (-$31.5K)

Filed 2026-10-23

Fifth Third Bancorp

UNCHANGED

Shares8,647 from 8,647

Change0 (0%)

Value$291.4K (+$1.8K)

Filed 2026-11-05

Essex Bank

DECREASED

Shares7,871 from 8,399

Change-528 (-6%)

Value$265.2K (-$15.9K)

Filed 2026-10-16

Perigon Wealth Management, LLC

UNCHANGED

Shares6,890 from 6,890

Change0 (0%)

Value$232.2K (+$1.4K)

Filed 2026-10-22

Ascentis Independent Advisors

NEW

Shares6,843

Change+6,843

Value$230.6K

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares3,034

Change+3,034

Value$102.2K

Filed 2026-10-21

Assetmark, Inc

NEW

Shares709

Change+709

Value$23.9K

Filed 2026-10-21

Integrity Alliance, Llc.

CLOSED

Shares0 from 9,866

Change-9,866 (-100%)

Value$0 (-$330.4K)

Filed 2026-10-29

Raymond James Financial Inc

N/A

Shares— from 10,745,265

Change-10,745,265 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 3,875,672

Change-3,875,672 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 3,804,521

Change-3,804,521 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 1,725,205

Change-1,725,205 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 1,625,007

Change-1,625,007 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,457,789

Change-1,457,789 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 1,189,385

Change-1,189,385 (-100%)

Value—

MJP Associates Inc

N/A

Shares— from 1,083,118

Change-1,083,118 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 920,181

Change-920,181 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 710,411

Change-710,411 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 597,718

Change-597,718 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 537,078

Change-537,078 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 471,371

Change-471,371 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 385,364

Change-385,364 (-100%)

Value—

Trivium Point Advisory, LLC

N/A

Shares— from 359,591

Change-359,591 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 338,200

Change-338,200 (-100%)

Value—

Ruggaard & Associates LLC

N/A

Shares— from 264,134

Change-264,134 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 244,967

Change-244,967 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 213,465

Change-213,465 (-100%)

Value—

Intentional Wealth Strategies, LLC

N/A

Shares— from 170,948

Change-170,948 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 119,876

Change-119,876 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 114,388

Change-114,388 (-100%)

Value—

&partners

N/A

Shares— from 112,665

Change-112,665 (-100%)

Value—

American Alpha Advisors, LLC

N/A

Shares— from 104,319

Change-104,319 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 93,336

Change-93,336 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 64,012

Change-64,012 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 48,303

Change-48,303 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 44,686

Change-44,686 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 41,963

Change-41,963 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 32,505

Change-32,505 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 28,190

Change-28,190 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 28,012

Change-28,012 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 26,967

Change-26,967 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 26,231

Change-26,231 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 25,718

Change-25,718 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 21,659

Change-21,659 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 19,515

Change-19,515 (-100%)

Value—

NCM Capital Management, LLC

N/A

Shares— from 17,500

Change-17,500 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 14,737

Change-14,737 (-100%)

Value—

PCG Wealth Advisors, LLC

N/A

Shares— from 13,420

Change-13,420 (-100%)

Value—

Fiducient Advisors LLC

N/A

Shares— from 12,265

Change-12,265 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 9,015

Change-9,015 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 6,976

Change-6,976 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,300

Change-4,300 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 2,654

Change-2,654 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,642

Change-2,642 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,982

Change-1,982 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 1,977

Change-1,977 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 995

Change-995 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 981

Change-981 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 349

Change-349 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 266

Change-266 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 264

Change-264 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 121

Change-121 (-100%)

Value—

UBS Group AG

N/A

Shares— from 94

Change-94 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	4,656,236	4,478,242	+177,994	+4%	$150.0M	$156.9M	+$6.9M	2026-11-05
Principle Wealth Partners LLC	DECREASED	3,495,412	4,065,430	-570,018	-14%	$136.2M	$117.8M	-$18.4M	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	2,345,482	2,231,535	+113,947	+5%	$74.7M	$79.0M	+$4.3M	2026-11-02
Advisor OS, LLC	DECREASED	1,066,307	1,083,118	-16,811	-2%	$36.3M	$35.9M	-$339.1K	2026-11-03
Truist Financial Corp	INCREASED	706,303	692,948	+13,355	+2%	$23.2M	$23.8M	+$595.6K	2026-10-30
JSF Financial, LLC	INCREASED	316,285	264,433	+51,852	+20%	$8.9M	$10.7M	+$1.8M	2026-10-22
StoneCrest Wealth Management, Inc.	DECREASED	290,277	293,642	-3,365	-1%	$9.8M	$9.8M	-$51.7K	2026-11-03
Thrivent Financial for Lutherans	INCREASED	288,414	223,107	+65,307	+29%	$7.5M	$9.7M	+$2.2M	2026-11-05
Nations Financial Group Inc,	INCREASED	282,361	244,837	+37,524	+15%	$8.2M	$9.5M	+$1.3M	2026-11-05
Concurrent Investment Advisors, LLC	INCREASED	241,329	114,487	+126,842	+111%	$3.8M	$8.1M	+$4.3M	2026-10-16
MGO One Seven LLC	INCREASED	224,326	204,107	+20,219	+10%	$6.8M	$7.6M	+$724.3K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	215,982	197,033	+18,949	+10%	$6.6M	$7.3M	+$680.0K	2026-11-02
Maia Wealth LLC	INCREASED	161,343	140,952	+20,391	+14%	$4.7M	$5.4M	+$716.8K	2026-10-19
Wealth Enhancement Advisory Services, LLC	INCREASED	148,846	139,896	+8,950	+6%	$4.7M	$5.1M	+$362.0K	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	138,902	138,609	+293	+0%	$4.6M	$4.7M	+$39.0K	2026-11-02
Financial Partners Group, Inc	INCREASED	138,518	134,206	+4,312	+3%	$4.5M	$4.7M	+$173.5K	2026-10-19
Sugar Maple Asset Management, LLC	INCREASED	135,525	93,788	+41,737	+45%	$3.1M	$4.6M	+$1.4M	2026-10-13
IFP Advisors, Inc	INCREASED	133,759	91,873	+41,886	+46%	$3.1M	$4.5M	+$1.4M	2026-10-16
Tsfg, LLC	NEW	118,142	—	+118,142	—	—	$4.0M	—	2026-10-23
Noble Wealth Management PBC	INCREASED	117,612	116,654	+958	+1%	$3.9M	$4.0M	+$56.8K	2026-10-01
GGM Financial LLC	INCREASED	116,943	90,191	+26,752	+30%	$3.0M	$3.9M	+$920.5K	2026-11-05
Next Level Private LLC	INCREASED	114,168	96,305	+17,863	+19%	$3.2M	$3.8M	+$622.2K	2026-10-20
Park Avenue Securities LLC	INCREASED	87,936	78,210	+9,726	+12%	$2.6M	$3.0M	+$344.0K	2026-10-26
Victory Financial Group, LLC	NEW	83,908	—	+83,908	—	—	$2.8M	—	2026-10-27
Oppenheimer & Co Inc	INCREASED	58,027	52,052	+5,975	+11%	$1.7M	$2.0M	+$212.3K	2026-10-26
Copper Harbor Investment Advisors, LLC	INCREASED	52,339	50,657	+1,682	+3%	$1.7M	$1.8M	+$67.3K	2026-10-16
Legacy Capital Wealth Partners, LLC	INCREASED	50,949	39,960	+10,989	+28%	$1.3M	$1.7M	+$378.7K	2026-10-21
KFA Private Wealth Group, LLC	INCREASED	49,102	43,780	+5,322	+12%	$1.5M	$1.7M	+$188.5K	2026-10-07
Baron Wealth Management LLC	INCREASED	34,773	32,419	+2,354	+7%	$1.1M	$1.2M	+$86.1K	2026-10-27
Investment Insight Wealth Management, LLC	INCREASED	32,062	23,141	+8,921	+39%	$775.0K	$1.1M	+$305.5K	2026-10-30
Laurel OAK Wealth Management, LLC	INCREASED	29,811	27,286	+2,525	+9%	$913.8K	$1.0M	+$90.8K	2026-10-19
WealthCare Investment Partners, LLC	NEW	29,606	—	+29,606	—	—	$997.7K	—	2026-11-05
BXM Wealth LLC	INCREASED	27,555	20,380	+7,175	+35%	$682.5K	$928.6K	+$246.1K	2026-11-03
Trademark Financial Management, LLC	INCREASED	25,276	25,118	+158	+1%	$841.2K	$851.8K	+$10.6K	2026-10-23
Moneco Advisors, LLC	NEW	24,968	—	+24,968	—	—	$841.4K	—	2026-11-05
Kestra Private Wealth Services, LLC	INCREASED	16,868	11,424	+5,444	+48%	$382.6K	$568.5K	+$185.9K	2026-10-30
Blueprint Financial Advisors LLC	DECREASED	16,022	16,518	-496	-3%	$553.2K	$539.9K	-$13.2K	2026-10-28
Blueprint Investment Partners LLC	DECREASED	16,022	16,518	-496	-3%	$553.2K	$539.9K	-$13.2K	2026-10-28
Krilogy Financial LLC	INCREASED	14,490	14,390	+100	+1%	$481.9K	$498.7K	+$16.8K	2026-10-13
Wealthcare Advisory Partners LLC	NEW	9,904	—	+9,904	—	—	$333.8K	—	2026-10-21
MN Wealth Advisors, LLC	DECREASED	9,346	10,346	-1,000	-10%	$346.5K	$315.0K	-$31.5K	2026-10-23
Fifth Third Bancorp	UNCHANGED	8,647	8,647	0	0%	$289.6K	$291.4K	+$1.8K	2026-11-05
Essex Bank	DECREASED	7,871	8,399	-528	-6%	$281.2K	$265.2K	-$15.9K	2026-10-16
Perigon Wealth Management, LLC	UNCHANGED	6,890	6,890	0	0%	$230.7K	$232.2K	+$1.4K	2026-10-22
Ascentis Independent Advisors	NEW	6,843	—	+6,843	—	—	$230.6K	—	2026-11-03
Root Financial Partners, LLC	NEW	3,034	—	+3,034	—	—	$102.2K	—	2026-10-21
Assetmark, Inc	NEW	709	—	+709	—	—	$23.9K	—	2026-10-21
Integrity Alliance, Llc.	CLOSED	0	9,866	-9,866	-100%	$330.4K	$0	-$330.4K	2026-10-29
Raymond James Financial Inc	N/A	—	10,745,265	-10,745,265	-100%	$359.9M	—	—	—
Bank of America Corp	N/A	—	3,875,672	-3,875,672	-100%	$129.8M	—	—	—
LPL Financial LLC	N/A	—	3,804,521	-3,804,521	-100%	$127.4M	—	—	—
Mariner, LLC	N/A	—	1,725,205	-1,725,205	-100%	$57.8M	—	—	—
Stifel Financial Corp	N/A	—	1,625,007	-1,625,007	-100%	$54.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,457,789	-1,457,789	-100%	$48.8M	—	—	—
Bleakley Financial Group, LLC	N/A	—	1,189,385	-1,189,385	-100%	$39.8M	—	—	—
MJP Associates Inc	N/A	—	1,083,118	-1,083,118	-100%	$36.3M	—	—	—
HighTower Advisors, LLC	N/A	—	920,181	-920,181	-100%	$30.8M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	710,411	-710,411	-100%	$23.8M	—	—	—
MML Investors Services, LLC	N/A	—	597,718	-597,718	-100%	$20.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	537,078	-537,078	-100%	$18.0M	—	—	—
Private Advisor Group, LLC	N/A	—	471,371	-471,371	-100%	$15.8M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	385,364	-385,364	-100%	$12.9M	—	—	—
Trivium Point Advisory, LLC	N/A	—	359,591	-359,591	-100%	$12.0M	—	—	—
Crux Wealth Advisors	N/A	—	338,200	-338,200	-100%	$11.3M	—	—	—
Ruggaard & Associates LLC	N/A	—	264,134	-264,134	-100%	$8.8M	—	—	—
Merit Financial Group, LLC	N/A	—	244,967	-244,967	-100%	$8.2M	—	—	—
FAS Wealth Partners, Inc.	N/A	—	213,465	-213,465	-100%	$7.1M	—	—	—
Intentional Wealth Strategies, LLC	N/A	—	170,948	-170,948	-100%	$5.7M	—	—	—
Equitable Holdings, Inc.	N/A	—	119,876	-119,876	-100%	$4.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	114,388	-114,388	-100%	$3.8M	—	—	—
&partners	N/A	—	112,665	-112,665	-100%	$3.8M	—	—	—
American Alpha Advisors, LLC	N/A	—	104,319	-104,319	-100%	$3.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	93,336	-93,336	-100%	$3.1M	—	—	—
Smith, Moore & Co.	N/A	—	64,012	-64,012	-100%	$2.1M	—	—	—
Cerity Partners LLC	N/A	—	48,303	-48,303	-100%	$1.6M	—	—	—
Global Retirement Partners, LLC	N/A	—	44,686	-44,686	-100%	$1.5M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	41,963	-41,963	-100%	$1.4M	—	—	—
JPMorgan Chase & Co	N/A	—	32,505	-32,505	-100%	$1.1M	—	—	—
5T Wealth, LLC	N/A	—	28,190	-28,190	-100%	$944.1K	—	—	—
Level Four Advisory Services, LLC	N/A	—	28,012	-28,012	-100%	$938.1K	—	—	—
Cofg Advisors, LLC	N/A	—	26,967	-26,967	-100%	$903.1K	—	—	—
GTS Securities LLC	N/A	—	26,231	-26,231	-100%	$878.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	25,718	-25,718	-100%	$861.3K	—	—	—
Meramec Financial Planners, LLC	N/A	—	21,659	-21,659	-100%	$729.5K	—	—	—
Advisory Services Network, LLC	N/A	—	19,515	-19,515	-100%	$653.5K	—	—	—
NCM Capital Management, LLC	N/A	—	17,500	-17,500	-100%	$586.1K	—	—	—
Qube Research & Technologies Ltd	N/A	—	14,737	-14,737	-100%	$493.5K	—	—	—
PCG Wealth Advisors, LLC	N/A	—	13,420	-13,420	-100%	$449.4K	—	—	—
Fiducient Advisors LLC	N/A	—	12,265	-12,265	-100%	$410.8K	—	—	—
Harborfront Financial Group LLC	N/A	—	9,015	-9,015	-100%	$301.9K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	6,976	-6,976	-100%	$233.6K	—	—	—
Morgan Stanley	N/A	—	4,300	-4,300	-100%	$144.0K	—	—	—
Prosperity Bancshares Inc	N/A	—	2,654	-2,654	-100%	$88.9K	—	—	—
Royal Bank of Canada	N/A	—	2,642	-2,642	-100%	$88.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,982	-1,982	-100%	$66.8K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	1,977	-1,977	-100%	$66.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,250	-1,250	-100%	$41.9K	—	—	—
Clearstead Advisors, LLC	N/A	—	995	-995	-100%	$33.3K	—	—	—
Wells Fargo & Company	N/A	—	981	-981	-100%	$32.9K	—	—	—
Harbour Investments, Inc.	N/A	—	349	-349	-100%	$11.7K	—	—	—
Sittner & Nelson, LLC	N/A	—	266	-266	-100%	$8.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	264	-264	-100%	$8.8K	—	—	—
Swan Capital LLC	N/A	—	121	-121	-100%	$4.1K	—	—	—
UBS Group AG	N/A	—	94	-94	-100%	$3.1K	—	—	—

Showing 104 of 104 institutions