Barclays Bank PLC

Q4 2016 vs Q1 2017

Comparing institutional holders between quarters

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

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Blair William & Co

UNCHANGED

Shares9,500 from 9,500

Change0 (0%)

Value$237 (-$4)

Filed 2017-05-10

Cohen & Steers, Inc.

CLOSED

Shares0 from 1,171,619

Change-1,171,619 (-100%)

Value$0 (-$29.7K)

Filed 2017-05-15

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 1,117,500

Change-1,117,500 (-100%)

Value$0 (-$28.4K)

Filed 2017-05-15

Spectrum Asset Management, Inc.

CLOSED

Shares0 from 1,094,370

Change-1,094,370 (-100%)

Value$0 (-$27.8K)

Filed 2017-05-11

Invesco Ltd.

CLOSED

Shares0 from 835,296

Change-835,296 (-100%)

Value$0 (-$21.2K)

Filed 2017-05-15

Flaherty & Crumrine Inc

CLOSED

Shares0 from 520,083

Change-520,083 (-100%)

Value$0 (-$13.2K)

Filed 2017-05-10

Alliancebernstein L.P.

CLOSED

Shares0 from 378,908

Change-378,908 (-100%)

Value$0 (-$9.6K)

Filed 2017-05-11

Morgan Stanley

CLOSED

Shares0 from 337,522

Change-337,522 (-100%)

Value$0 (-$8.6K)

Filed 2017-05-22

UBS Group AG

CLOSED

Shares0 from 324,896

Change-324,896 (-100%)

Value$0 (-$8.2K)

Filed 2017-11-14

Bank of America Corp

CLOSED

Shares0 from 256,250

Change-256,250 (-100%)

Value$0 (-$6.5K)

Filed 2017-05-15

Wells Fargo & Company

CLOSED

Shares0 from 210,246

Change-210,246 (-100%)

Value$0 (-$5.3K)

Filed 2017-04-28

Thornburg Investment Management Inc

CLOSED

Shares0 from 200,000

Change-200,000 (-100%)

Value$0 (-$5.1K)

Filed 2017-05-09

Credit Suisse AG/

CLOSED

Shares0 from 187,000

Change-187,000 (-100%)

Value$0 (-$4.7K)

Filed 2017-05-15

Commonwealth Equity Services, Inc

CLOSED

Shares0 from 169,072

Change-169,072 (-100%)

Value$0 (-$4.3K)

Filed 2018-02-16

Global X Management Co LLC

CLOSED

Shares0 from 154,384

Change-154,384 (-100%)

Value$0 (-$3.9K)

Filed 2017-05-12

Texas Yale Capital Corp.

CLOSED

Shares0 from 142,985

Change-142,985 (-100%)

Value$0 (-$3.6K)

Filed 2017-05-03

LPL Financial LLC

CLOSED

Shares0 from 123,177

Change-123,177 (-100%)

Value$0 (-$3.1K)

Filed 2017-05-15

GAM Holding AG

CLOSED

Shares0 from 98,994

Change-98,994 (-100%)

Value$0 (-$2.5K)

Filed 2017-05-12

Terril Brothers, Inc.

CLOSED

Shares0 from 94,953

Change-94,953 (-100%)

Value$0 (-$2.4K)

Filed 2017-05-12

Voya Financial Advisors, Inc.

CLOSED

Shares0 from 87,401

Change-87,401 (-100%)

Value$0 (-$2.2K)

Filed 2017-05-15

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 84,828

Change-84,828 (-100%)

Value$0 (-$2.2K)

Filed 2017-05-12

Russell Investments Group, Ltd.

CLOSED

Shares0 from 79,298

Change-79,298 (-100%)

Value$0 (-$2.0K)

Filed 2017-04-26

FDx Advisors, Inc.

CLOSED

Shares0 from 73,602

Change-73,602 (-100%)

Value$0 (-$1.9K)

Filed 2017-05-15

Raymond James & Associates

CLOSED

Shares0 from 63,976

Change-63,976 (-100%)

Value$0 (-$1.6K)

Filed 2017-05-15

Royal Bank of Canada

CLOSED

Shares0 from 56,813

Change-56,813 (-100%)

Value$0 (-$1.4K)

Filed 2017-05-15

Sterneck Capital Management, LLC

CLOSED

Shares0 from 51,315

Change-51,315 (-100%)

Value$0 (-$1.3K)

Filed 2017-05-15

Bank of New York Mellon Corp

CLOSED

Shares0 from 49,158

Change-49,158 (-100%)

Value$0 (-$1.2K)

Filed 2017-05-03

Qualcomm Inc

CLOSED

Shares0 from 44,582

Change-44,582 (-100%)

Value$0 (-$1.1K)

Filed 2017-05-12

Private Asset Management Inc

CLOSED

Shares0 from 39,300

Change-39,300 (-100%)

Value$0 (-$997)

Filed 2017-04-04

Aldebaran Financial Inc.

CLOSED

Shares0 from 37,119

Change-37,119 (-100%)

Value$0 (-$942)

Filed 2017-06-16

Pinnacle Associates LTD

CLOSED

Shares0 from 36,258

Change-36,258 (-100%)

Value$0 (-$920)

Filed 2017-05-10

Solaris Asset Management LLC

CLOSED

Shares0 from 36,000

Change-36,000 (-100%)

Value$0 (-$914)

Filed 2017-05-03

BB&T Securities, LLC

CLOSED

Shares0 from 26,597

Change-26,597 (-100%)

Value$0 (-$684)

Filed 2017-05-11

Stephens Inc

CLOSED

Shares0 from 25,725

Change-25,725 (-100%)

Value$0 (-$653)

Filed 2017-05-11

Stifel Financial Corp

CLOSED

Shares0 from 21,952

Change-21,952 (-100%)

Value$0 (-$563)

Filed 2017-05-10

Janney Montgomery Scott LLC

CLOSED

Shares0 from 18,195

Change-18,195 (-100%)

Value$0 (-$462)

Filed 2017-04-26

Riggs Asset Managment Co. Inc.

CLOSED

Shares0 from 18,000

Change-18,000 (-100%)

Value$0 (-$457)

Filed 2017-05-01

KCM Investment Advisors LLC

CLOSED

Shares0 from 17,191

Change-17,191 (-100%)

Value$0 (-$436)

Filed 2017-05-15

Ameriprise Financial Inc

CLOSED

Shares0 from 17,098

Change-17,098 (-100%)

Value$0 (-$434)

Filed 2017-05-05

Nottingham Advisors, Inc.

CLOSED

Shares0 from 16,650

Change-16,650 (-100%)

Value$0 (-$423)

Filed 2017-05-04

United Capital Financial Advisors, LLC

CLOSED

Shares0 from 16,624

Change-16,624 (-100%)

Value$0 (-$422)

Filed 2017-05-12

Financial Architects, Inc

CLOSED

Shares0 from 16,600

Change-16,600 (-100%)

Value$0 (-$421)

Filed 2017-04-26

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 15,973

Change-15,973 (-100%)

Value$0 (-$405)

Filed 2017-05-09

Bedell Investment Counselling

CLOSED

Shares0 from 14,370

Change-14,370 (-100%)

Value$0 (-$365)

Filed 2017-05-30

Community Bank, N.A.

CLOSED

Shares0 from 13,100

Change-13,100 (-100%)

Value$0 (-$332)

Filed 2017-05-02

Investment Centers of America Inc

CLOSED

Shares0 from 11,588

Change-11,588 (-100%)

Value$0 (-$295)

Filed 2017-05-15

Neuberger Berman Group LLC

CLOSED

Shares0 from 11,424

Change-11,424 (-100%)

Value$0 (-$290)

Filed 2017-05-10

Ladenburg Thalmann Financial Services Inc

CLOSED

Shares0 from 10,702

Change-10,702 (-100%)

Value$0 (-$271)

Filed 2017-05-15

Goldman Sachs Group Inc

CLOSED

Shares0 from 10,294

Change-10,294 (-100%)

Value$0 (-$261)

Filed 2017-05-18

Traynor Capital Management, Inc.

CLOSED

Shares0 from 10,021

Change-10,021 (-100%)

Value$0 (-$256)

Filed 2017-05-11

HSBC Holdings PLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$254)

Filed 2017-05-15

Cetera Advisor Networks LLC

CLOSED

Shares0 from 9,243

Change-9,243 (-100%)

Value$0 (-$235)

Filed 2017-05-15

Huntington National Bank

CLOSED

Shares0 from 9,100

Change-9,100 (-100%)

Value$0 (-$984)

Filed 2017-04-20

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 8,022

Change-8,022 (-100%)

Value$0 (-$204)

Filed 2017-05-12

Simonbaker & Partners LLC

CLOSED

Shares0 from 8,000

Change-8,000 (-100%)

Value$0 (-$205)

Filed 2017-05-15

Pinnacle Financial Partners Inc

CLOSED

Shares0 from 8,000

Change-8,000 (-100%)

Value$0 (-$203)

Filed 2017-05-03

Integrated Wealth Management

CLOSED

Shares0 from 7,950

Change-7,950 (-100%)

Value$0 (-$202)

Filed 2017-04-14

Highlander Capital Management, LLC

CLOSED

Shares0 from 7,550

Change-7,550 (-100%)

Value$0 (-$192)

Filed 2017-05-15

Creative Planning

CLOSED

Shares0 from 6,688

Change-6,688 (-100%)

Value$0 (-$170)

Filed 2017-04-07

Endurance Wealth Management, Inc.

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$152)

Filed 2017-05-05

US Bancorp \de\

CLOSED

Shares0 from 4,895

Change-4,895 (-100%)

Value$0 (-$124)

Filed 2017-05-03

Farmers & Merchants Investments Inc

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$102)

Filed 2017-04-18

Lido Advisors, LLC

CLOSED

Shares0 from 3,500

Change-3,500 (-100%)

Value$0 (-$89)

Filed 2017-05-15

Advisor Group, Inc.

CLOSED

Shares0 from 3,450

Change-3,450 (-100%)

Value$0 (-$88)

Filed 2017-11-02

Advisors Asset Management, Inc.

CLOSED

Shares0 from 3,100

Change-3,100 (-100%)

Value$0 (-$79)

Filed 2017-05-02

Bank of Montreal

CLOSED

Shares0 from 2,670

Change-2,670 (-100%)

Value$0 (-$68)

Filed 2017-04-11

Citigroup Inc

CLOSED

Shares0 from 2,224

Change-2,224 (-100%)

Value$0 (-$56)

Filed 2017-05-12

Bell Rock Capital LLC

CLOSED

Shares0 from 2,100

Change-2,100 (-100%)

Value$0 (-$53)

Filed 2018-12-05

Cribstone Capital Management, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$51)

Filed 2017-04-17

Duncker Streett & Co Inc

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$51)

Filed 2017-04-25

Bruderman Asset Management, LLC

CLOSED

Shares0 from 1,900

Change-1,900 (-100%)

Value$0 (-$48)

Filed 2017-05-09

Zions Bancorporation

CLOSED

Shares0 from 1,850

Change-1,850 (-100%)

Value$0 (-$47)

Filed 2017-05-17

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 1,727

Change-1,727 (-100%)

Value$0 (-$43)

Filed 2017-05-09

Sowell Financial Services LLC

CLOSED

Shares0 from 1,534

Change-1,534 (-100%)

Value$0 (-$39)

Filed 2017-05-31

IFP Advisors, Inc

CLOSED

Shares0 from 1,351

Change-1,351 (-100%)

Value$0 (-$34)

Filed 2019-06-03

Johnson Financial Group, Inc.

CLOSED

Shares0 from 1,200

Change-1,200 (-100%)

Value$0 (-$30)

Filed 2017-05-12

Barclays PLC

CLOSED

Shares0 from 1,186

Change-1,186 (-100%)

Value$0 (-$30)

Filed 2017-05-15

Shamrock Asset Management LLC

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$28)

Filed 2017-05-26

Glenmede Trust Co NA

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$25)

Filed 2017-05-16

Winslow, Evans & Crocker, Inc.

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$20.3K)

Filed 2017-04-14

First Financial Corp

CLOSED

Shares0 from 790

Change-790 (-100%)

Value$0 (-$20)

Filed 2017-04-18

Patten Group, Inc.

CLOSED

Shares0 from 649

Change-649 (-100%)

Value$0 (-$17)

Filed 2017-05-31

Allworth Financial LP

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$15)

Filed 2017-05-09

Deutsche Bank Ag\

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$15)

Filed 2017-05-15

Ibex Wealth Advisors

CLOSED

Shares0 from 550

Change-550 (-100%)

Value$0 (-$14)

Filed 2017-05-25

Oakworth Capital, Inc.

CLOSED

Shares0 from 446

Change-446 (-100%)

Value$0 (-$11)

Filed 2017-04-26

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$8)

Filed 2017-04-11

Next Financial Group, Inc

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$6.0K)

Filed 2017-05-08

Bessemer Group Inc

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$5)

Filed 2017-05-12

Hudock, Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$5)

Filed 2017-04-26

SevenBridge Financial Group, LLC

CLOSED

Shares0 from 176

Change-176 (-100%)

Value$0 (-$5)

Filed 2017-05-15

YorkBridge Wealth Partners, LLC

CLOSED

Shares0 from 162

Change-162 (-100%)

Value$0 (-$4)

Filed 2017-05-05

American National Bank & Trust

CLOSED

Shares0 from 116

Change-116 (-100%)

Value$0 (-$3)

Filed 2017-04-14

Carroll Financial Associates, Inc.

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$1)

Filed 2017-04-11

Proficio Capital Partners LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 ($0)

Filed 2017-05-25

BlackRock Fund Advisors

N/A

Shares— from 5,684,858

Change-5,684,858 (-100%)

Value—

MetLife Securities, Inc

N/A

Shares— from 7,765

Change-7,765 (-100%)

Value—

	Status
Blair William & Co	UNCHANGED	9,500	9,500	0	0%	$241	$237	-$4	2017-05-10
Cohen & Steers, Inc.	CLOSED	0	1,171,619	-1,171,619	-100%	$29.7K	$0	-$29.7K	2017-05-15
Manufacturers Life Insurance Company, the	CLOSED	0	1,117,500	-1,117,500	-100%	$28.4K	$0	-$28.4K	2017-05-15
Spectrum Asset Management, Inc.	CLOSED	0	1,094,370	-1,094,370	-100%	$27.8K	$0	-$27.8K	2017-05-11
Invesco Ltd.	CLOSED	0	835,296	-835,296	-100%	$21.2K	$0	-$21.2K	2017-05-15
Flaherty & Crumrine Inc	CLOSED	0	520,083	-520,083	-100%	$13.2K	$0	-$13.2K	2017-05-10
Alliancebernstein L.P.	CLOSED	0	378,908	-378,908	-100%	$9.6K	$0	-$9.6K	2017-05-11
Morgan Stanley	CLOSED	0	337,522	-337,522	-100%	$8.6K	$0	-$8.6K	2017-05-22
UBS Group AG	CLOSED	0	324,896	-324,896	-100%	$8.2K	$0	-$8.2K	2017-11-14
Bank of America Corp	CLOSED	0	256,250	-256,250	-100%	$6.5K	$0	-$6.5K	2017-05-15
Wells Fargo & Company	CLOSED	0	210,246	-210,246	-100%	$5.3K	$0	-$5.3K	2017-04-28
Thornburg Investment Management Inc	CLOSED	0	200,000	-200,000	-100%	$5.1K	$0	-$5.1K	2017-05-09
Credit Suisse AG/	CLOSED	0	187,000	-187,000	-100%	$4.7K	$0	-$4.7K	2017-05-15
Commonwealth Equity Services, Inc	CLOSED	0	169,072	-169,072	-100%	$4.3K	$0	-$4.3K	2018-02-16
Global X Management Co LLC	CLOSED	0	154,384	-154,384	-100%	$3.9K	$0	-$3.9K	2017-05-12
Texas Yale Capital Corp.	CLOSED	0	142,985	-142,985	-100%	$3.6K	$0	-$3.6K	2017-05-03
LPL Financial LLC	CLOSED	0	123,177	-123,177	-100%	$3.1K	$0	-$3.1K	2017-05-15
GAM Holding AG	CLOSED	0	98,994	-98,994	-100%	$2.5K	$0	-$2.5K	2017-05-12
Terril Brothers, Inc.	CLOSED	0	94,953	-94,953	-100%	$2.4K	$0	-$2.4K	2017-05-12
Voya Financial Advisors, Inc.	CLOSED	0	87,401	-87,401	-100%	$2.2K	$0	-$2.2K	2017-05-15
PNC Financial Services Group, Inc.	CLOSED	0	84,828	-84,828	-100%	$2.2K	$0	-$2.2K	2017-05-12
Russell Investments Group, Ltd.	CLOSED	0	79,298	-79,298	-100%	$2.0K	$0	-$2.0K	2017-04-26
FDx Advisors, Inc.	CLOSED	0	73,602	-73,602	-100%	$1.9K	$0	-$1.9K	2017-05-15
Raymond James & Associates	CLOSED	0	63,976	-63,976	-100%	$1.6K	$0	-$1.6K	2017-05-15
Royal Bank of Canada	CLOSED	0	56,813	-56,813	-100%	$1.4K	$0	-$1.4K	2017-05-15
Sterneck Capital Management, LLC	CLOSED	0	51,315	-51,315	-100%	$1.3K	$0	-$1.3K	2017-05-15
Bank of New York Mellon Corp	CLOSED	0	49,158	-49,158	-100%	$1.2K	$0	-$1.2K	2017-05-03
Qualcomm Inc	CLOSED	0	44,582	-44,582	-100%	$1.1K	$0	-$1.1K	2017-05-12
Private Asset Management Inc	CLOSED	0	39,300	-39,300	-100%	$997	$0	-$997	2017-04-04
Aldebaran Financial Inc.	CLOSED	0	37,119	-37,119	-100%	$942	$0	-$942	2017-06-16
Pinnacle Associates LTD	CLOSED	0	36,258	-36,258	-100%	$920	$0	-$920	2017-05-10
Solaris Asset Management LLC	CLOSED	0	36,000	-36,000	-100%	$914	$0	-$914	2017-05-03
BB&T Securities, LLC	CLOSED	0	26,597	-26,597	-100%	$684	$0	-$684	2017-05-11
Stephens Inc	CLOSED	0	25,725	-25,725	-100%	$653	$0	-$653	2017-05-11
Stifel Financial Corp	CLOSED	0	21,952	-21,952	-100%	$563	$0	-$563	2017-05-10
Janney Montgomery Scott LLC	CLOSED	0	18,195	-18,195	-100%	$462	$0	-$462	2017-04-26
Riggs Asset Managment Co. Inc.	CLOSED	0	18,000	-18,000	-100%	$457	$0	-$457	2017-05-01
KCM Investment Advisors LLC	CLOSED	0	17,191	-17,191	-100%	$436	$0	-$436	2017-05-15
Ameriprise Financial Inc	CLOSED	0	17,098	-17,098	-100%	$434	$0	-$434	2017-05-05
Nottingham Advisors, Inc.	CLOSED	0	16,650	-16,650	-100%	$423	$0	-$423	2017-05-04
United Capital Financial Advisors, LLC	CLOSED	0	16,624	-16,624	-100%	$422	$0	-$422	2017-05-12
Financial Architects, Inc	CLOSED	0	16,600	-16,600	-100%	$421	$0	-$421	2017-04-26
Raymond James Financial Services Advisors, Inc.	CLOSED	0	15,973	-15,973	-100%	$405	$0	-$405	2017-05-09
Bedell Investment Counselling	CLOSED	0	14,370	-14,370	-100%	$365	$0	-$365	2017-05-30
Community Bank, N.A.	CLOSED	0	13,100	-13,100	-100%	$332	$0	-$332	2017-05-02
Investment Centers of America Inc	CLOSED	0	11,588	-11,588	-100%	$295	$0	-$295	2017-05-15
Neuberger Berman Group LLC	CLOSED	0	11,424	-11,424	-100%	$290	$0	-$290	2017-05-10
Ladenburg Thalmann Financial Services Inc	CLOSED	0	10,702	-10,702	-100%	$271	$0	-$271	2017-05-15
Goldman Sachs Group Inc	CLOSED	0	10,294	-10,294	-100%	$261	$0	-$261	2017-05-18
Traynor Capital Management, Inc.	CLOSED	0	10,021	-10,021	-100%	$256	$0	-$256	2017-05-11
HSBC Holdings PLC	CLOSED	0	10,000	-10,000	-100%	$254	$0	-$254	2017-05-15
Cetera Advisor Networks LLC	CLOSED	0	9,243	-9,243	-100%	$235	$0	-$235	2017-05-15
Huntington National Bank	CLOSED	0	9,100	-9,100	-100%	$984	$0	-$984	2017-04-20
Cambridge Investment Research Advisors, Inc.	CLOSED	0	8,022	-8,022	-100%	$204	$0	-$204	2017-05-12
Simonbaker & Partners LLC	CLOSED	0	8,000	-8,000	-100%	$205	$0	-$205	2017-05-15
Pinnacle Financial Partners Inc	CLOSED	0	8,000	-8,000	-100%	$203	$0	-$203	2017-05-03
Integrated Wealth Management	CLOSED	0	7,950	-7,950	-100%	$202	$0	-$202	2017-04-14
Highlander Capital Management, LLC	CLOSED	0	7,550	-7,550	-100%	$192	$0	-$192	2017-05-15
Creative Planning	CLOSED	0	6,688	-6,688	-100%	$170	$0	-$170	2017-04-07
Endurance Wealth Management, Inc.	CLOSED	0	6,000	-6,000	-100%	$152	$0	-$152	2017-05-05
US Bancorp \de\	CLOSED	0	4,895	-4,895	-100%	$124	$0	-$124	2017-05-03
Farmers & Merchants Investments Inc	CLOSED	0	4,000	-4,000	-100%	$102	$0	-$102	2017-04-18
Lido Advisors, LLC	CLOSED	0	3,500	-3,500	-100%	$89	$0	-$89	2017-05-15
Advisor Group, Inc.	CLOSED	0	3,450	-3,450	-100%	$88	$0	-$88	2017-11-02
Advisors Asset Management, Inc.	CLOSED	0	3,100	-3,100	-100%	$79	$0	-$79	2017-05-02
Bank of Montreal	CLOSED	0	2,670	-2,670	-100%	$68	$0	-$68	2017-04-11
Citigroup Inc	CLOSED	0	2,224	-2,224	-100%	$56	$0	-$56	2017-05-12
Bell Rock Capital LLC	CLOSED	0	2,100	-2,100	-100%	$53	$0	-$53	2018-12-05
Cribstone Capital Management, LLC	CLOSED	0	2,000	-2,000	-100%	$51	$0	-$51	2017-04-17
Duncker Streett & Co Inc	CLOSED	0	2,000	-2,000	-100%	$51	$0	-$51	2017-04-25
Bruderman Asset Management, LLC	CLOSED	0	1,900	-1,900	-100%	$48	$0	-$48	2017-05-09
Zions Bancorporation	CLOSED	0	1,850	-1,850	-100%	$47	$0	-$47	2017-05-17
Northwestern Mutual Wealth Management Co	CLOSED	0	1,727	-1,727	-100%	$43	$0	-$43	2017-05-09
Sowell Financial Services LLC	CLOSED	0	1,534	-1,534	-100%	$39	$0	-$39	2017-05-31
IFP Advisors, Inc	CLOSED	0	1,351	-1,351	-100%	$34	$0	-$34	2019-06-03
Johnson Financial Group, Inc.	CLOSED	0	1,200	-1,200	-100%	$30	$0	-$30	2017-05-12
Barclays PLC	CLOSED	0	1,186	-1,186	-100%	$30	$0	-$30	2017-05-15
Shamrock Asset Management LLC	CLOSED	0	1,100	-1,100	-100%	$28	$0	-$28	2017-05-26
Glenmede Trust Co NA	CLOSED	0	1,000	-1,000	-100%	$25	$0	-$25	2017-05-16
Winslow, Evans & Crocker, Inc.	CLOSED	0	800	-800	-100%	$20.3K	$0	-$20.3K	2017-04-14
First Financial Corp	CLOSED	0	790	-790	-100%	$20	$0	-$20	2017-04-18
Patten Group, Inc.	CLOSED	0	649	-649	-100%	$17	$0	-$17	2017-05-31
Allworth Financial LP	CLOSED	0	600	-600	-100%	$15	$0	-$15	2017-05-09
Deutsche Bank Ag\	CLOSED	0	600	-600	-100%	$15	$0	-$15	2017-05-15
Ibex Wealth Advisors	CLOSED	0	550	-550	-100%	$14	$0	-$14	2017-05-25
Oakworth Capital, Inc.	CLOSED	0	446	-446	-100%	$11	$0	-$11	2017-04-26
Wealthcare Advisory Partners LLC	CLOSED	0	300	-300	-100%	$8	$0	-$8	2017-04-11
Next Financial Group, Inc	CLOSED	0	250	-250	-100%	$6.0K	$0	-$6.0K	2017-05-08
Bessemer Group Inc	CLOSED	0	200	-200	-100%	$5	$0	-$5	2017-05-12
Hudock, Inc.	CLOSED	0	200	-200	-100%	$5	$0	-$5	2017-04-26
SevenBridge Financial Group, LLC	CLOSED	0	176	-176	-100%	$5	$0	-$5	2017-05-15
YorkBridge Wealth Partners, LLC	CLOSED	0	162	-162	-100%	$4	$0	-$4	2017-05-05
American National Bank & Trust	CLOSED	0	116	-116	-100%	$3	$0	-$3	2017-04-14
Carroll Financial Associates, Inc.	CLOSED	0	50	-50	-100%	$1	$0	-$1	2017-04-11
Proficio Capital Partners LLC	CLOSED	0	15	-15	-100%	$0	$0	$0	2017-05-25
BlackRock Fund Advisors	N/A	—	5,684,858	-5,684,858	-100%	$144.3K	—	—	—
MetLife Securities, Inc	N/A	—	7,765	-7,765	-100%	$197	—	—	—

Showing 97 of 97 institutions