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BlackRock Core Bond Trust (BHK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,458,783 from 1,301,301
Change+157,482 (+12%)
Value$12.0M (+$29.1K)
Filed 2026-11-04
RHS Financial, LLC
INCREASED
Shares293,798 from 270,763
Change+23,035 (+9%)
Value$2.4M (-$73.8K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares170,052 from 182,339
Change-12,287 (-7%)
Value$1.4M (-$277.6K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares164,954 from 145,707
Change+19,247 (+13%)
Value$1.4M (+$16.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares123,560 from 120,561
Change+2,999 (+2%)
Value$1.0M (-$93.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares111,696 from 114,007
Change-2,311 (-2%)
Value$915.9K (-$129.5K)
Filed 2026-11-02
Eclectic Associates Inc
DECREASED
Shares88,792 from 89,517
Change-725 (-1%)
Value$728.1K (-$92.8K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares82,515 from 83,515
Change-1,000 (-1%)
Value$675.0K (-$79.2K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares75,442 from 77,623
Change-2,181 (-3%)
Value$618.6K (-$93.2K)
Filed 2026-10-22
Thrivent Financial for Lutherans
UNCHANGED
Shares66,431 from 66,431
Change0 (0%)
Value$545.0K (-$64.0K)
Filed 2026-11-05
Sowell Financial Services LLC
UNCHANGED
Shares60,681 from 60,681
Change0 (0%)
Value$497.6K (-$58.9K)
Filed 2026-10-23
NWF Advisory Services Inc.
DECREASED
Shares56,800 from 64,050
Change-7,250 (-11%)
Value$465.8K (-$121.6K)
Filed 2026-10-19
Rareview Capital LLC
UNCHANGED
Shares55,308 from 55,308
Change0 (0%)
Value$453.5K (-$84.1K)
Filed 2026-11-05
Uncommon Cents Investing Inc
INCREASED
Shares48,831 from 46,856
Change+1,975 (+4%)
Value$400.4K (-$29.3K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED
Shares44,714 from 92,009
Change-47,295 (-51%)
Value$366.7K (-$477.1K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares36,195 from 479,508
Change-443,313 (-92%)
Value$296.8K (-$4.1M)
Filed 2026-10-13
Accel Wealth Management
INCREASED
Shares33,849 from 33,420
Change+429 (+1%)
Value$277.6K (-$28.9K)
Filed 2026-10-13
Decision Investments, Inc
DECREASED
Shares28,476 from 28,576
Change-100 (0%)
Value$233.5K (-$28.5K)
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED
Shares21,631 from 21,562
Change+69 (+0%)
Value$177.4K (-$20.1K)
Filed 2026-10-13
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares21,577 from 21,577
Change0 (0%)
Value$173.7K (-$24.2K)
Filed 2026-10-09
Patten Group, Inc.
DECREASED
Shares21,291 from 27,091
Change-5,800 (-21%)
Value$174.6K (-$73.8K)
Filed 2026-10-26
Integrity Wealth Partners, LLC
NEW
Shares21,048
Change+21,048
Value$172.6K
Filed 2026-10-14
Clear Creek Financial Management, LLC
UNCHANGED
Shares20,702 from 20,702
Change0 (0%)
Value$169.8K (-$20.1K)
Filed 2026-10-28
Breakwater Capital Group
NEW
Shares14,798
Change+14,798
Value$121.3K
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares13,611 from 13,579
Change+32 (+0%)
Value$111.6K (-$12.9K)
Filed 2026-10-30
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$90.2K (-$10.7K)
Filed 2026-10-20
First Bank & Trust
NEW
Shares10,801
Change+10,801
Value$88.6K
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares10,661 from 14,582
Change-3,921 (-27%)
Value$87.5K (-$45.2K)
Filed 2026-11-02
First Citizens Financial Corp
UNCHANGED
Shares10,310 from 10,310
Change0 (0%)
Value$84.5K (-$10.0K)
Filed 2026-10-02
Lanark Financial, Inc.
UNCHANGED
Shares6,280 from 6,280
Change0 (0%)
Value$51.5K (-$6.1K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares3,889 from 3,791
Change+98 (+3%)
Value$31.9K (-$2.9K)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares3,751 from 3,751
Change0 (0%)
Value$30.8K (-$3.6K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares3,271 from 5,445
Change-2,174 (-40%)
Value$26.8K (-$23.1K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares2,400
Change+2,400
Value$19.7K
Filed 2026-10-30
West Branch Capital LLC
INCREASED
Shares2,377 from 2,318
Change+59 (+3%)
Value$19.5K (-$1.8K)
Filed 2026-10-20
GS Investments, Inc.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$11.1K (-$1.3K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$6.4K (-$757)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares684 from 59,919
Change-59,235 (-99%)
Value$5.6K (-$543.8K)
Filed 2026-10-20
Highline Wealth Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.1K (-$485)
Filed 2026-10-19
Harbor Investment Advisory, LLC
NEW
Shares325
Change+325
Value$2.7K
Filed 2026-10-13
Riverbridge Partners LLC
CLOSED
Shares0 from 105,350
Change-105,350 (-100%)
Value$0 (-$966.1K)
Filed 2026-11-05
HUB Investment Partners, LLC
CLOSED
Shares0 from 84,075
Change-84,075 (-100%)
Value$0 (-$771.0K)
Filed 2026-11-03
Imc-Chicago, LLC
CLOSED
Shares0 from 38,877
Change-38,877 (-100%)
Value$0 (-$356.5K)
Filed 2026-11-05
StoneX Group Inc.
CLOSED
Shares0 from 26,140
Change-26,140 (-100%)
Value$0 (-$238.7K)
Filed 2026-11-03
Ramiah Investment Group
CLOSED
Shares0 from 25,963
Change-25,963 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-20
Axiom Investment Management LLC
CLOSED
Shares0 from 3,848
Change-3,848 (-100%)
Value$0 (-$35.3K)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 2,724
Change-2,724 (-100%)
Value$0 (-$25.0K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$523)
Filed 2026-11-03
Wolverine Asset Management LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$440)
Filed 2026-11-02
SIT Investment Associates Inc
N/A
Shares— from 11,940,867
Change-11,940,867 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,655,380
Change-2,655,380 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,858,353
Change-1,858,353 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,360,938
Change-1,360,938 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,056,140
Change-1,056,140 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 971,066
Change-971,066 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 899,396
Change-899,396 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 814,357
Change-814,357 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 702,573
Change-702,573 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 366,516
Change-366,516 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 366,037
Change-366,037 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 258,157
Change-258,157 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 250,976
Change-250,976 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 194,044
Change-194,044 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 186,713
Change-186,713 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 144,930
Change-144,930 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 137,400
Change-137,400 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 124,089
Change-124,089 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 122,729
Change-122,729 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 111,018
Change-111,018 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 91,809
Change-91,809 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 90,999
Change-90,999 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 83,461
Change-83,461 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 78,096
Change-78,096 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 71,258
Change-71,258 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 66,154
Change-66,154 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 64,760
Change-64,760 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 58,643
Change-58,643 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 51,311
Change-51,311 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 43,685
Change-43,685 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 42,387
Change-42,387 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 40,365
Change-40,365 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 39,655
Change-39,655 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 34,508
Change-34,508 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,178
Change-33,178 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,749
Change-30,749 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,902
Change-27,902 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,099
Change-26,099 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 26,001
Change-26,001 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,825
Change-23,825 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,260
Change-21,260 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 20,572
Change-20,572 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 19,967
Change-19,967 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,981
Change-18,981 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 16,812
Change-16,812 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,324
Change-16,324 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,057
Change-13,057 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 11,618
Change-11,618 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 475
Change-475 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
INCREASED1,458,7831,301,301+157,482+12%$11.9M$12.0M+$29.1K2026-11-04
RHS Financial, LLC
INCREASED293,798270,763+23,035+9%$2.5M$2.4M-$73.8K2026-10-13
Commonwealth Equity Services, LLC
DECREASED170,052182,339-12,287-7%$1.7M$1.4M-$277.6K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED164,954145,707+19,247+13%$1.3M$1.4M+$16.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED123,560120,561+2,999+2%$1.1M$1.0M-$93.0K2026-11-02
Kestra Advisory Services, LLC
DECREASED111,696114,007-2,311-2%$1.0M$915.9K-$129.5K2026-11-02
Eclectic Associates Inc
DECREASED88,79289,517-725-1%$820.9K$728.1K-$92.8K2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED82,51583,515-1,000-1%$754.1K$675.0K-$79.2K2026-10-13
Capital Investment Advisors, LLC
DECREASED75,44277,623-2,181-3%$711.8K$618.6K-$93.2K2026-10-22
Thrivent Financial for Lutherans
UNCHANGED66,43166,43100%$609.0K$545.0K-$64.0K2026-11-05
Sowell Financial Services LLC
UNCHANGED60,68160,68100%$556.4K$497.6K-$58.9K2026-10-23
NWF Advisory Services Inc.
DECREASED56,80064,050-7,250-11%$587.3K$465.8K-$121.6K2026-10-19
Rareview Capital LLC
UNCHANGED55,30855,30800%$537.6K$453.5K-$84.1K2026-11-05
Uncommon Cents Investing Inc
INCREASED48,83146,856+1,975+4%$429.7K$400.4K-$29.3K2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED44,71492,009-47,295-51%$843.7K$366.7K-$477.1K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED36,195479,508-443,313-92%$4.4M$296.8K-$4.1M2026-10-13
Accel Wealth Management
INCREASED33,84933,420+429+1%$306.5K$277.6K-$28.9K2026-10-13
Decision Investments, Inc
DECREASED28,47628,576-1000%$262.0K$233.5K-$28.5K2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED21,63121,562+69+0%$197.5K$177.4K-$20.1K2026-10-13
Shulman DeMeo Asset Management LLC
UNCHANGED21,57721,57700%$197.9K$173.7K-$24.2K2026-10-09
Patten Group, Inc.
DECREASED21,29127,091-5,800-21%$248.4K$174.6K-$73.8K2026-10-26
Integrity Wealth Partners, LLC
NEW21,048—+21,048——$172.6K—2026-10-14
Clear Creek Financial Management, LLC
UNCHANGED20,70220,70200%$189.8K$169.8K-$20.1K2026-10-28
Breakwater Capital Group
NEW14,798—+14,798——$121.3K—2026-10-09
Truist Financial Corp
INCREASED13,61113,579+32+0%$124.5K$111.6K-$12.9K2026-10-30
Westbourne Investment Advisors, Inc.
UNCHANGED11,00011,00000%$100.9K$90.2K-$10.7K2026-10-20
First Bank & Trust
NEW10,801—+10,801——$88.6K—2026-10-19
International Assets Investment Management, LLC
DECREASED10,66114,582-3,921-27%$132.7K$87.5K-$45.2K2026-11-02
First Citizens Financial Corp
UNCHANGED10,31010,31000%$94.5K$84.5K-$10.0K2026-10-02
Lanark Financial, Inc.
UNCHANGED6,2806,28000%$57.6K$51.5K-$6.1K2026-10-26
Farther Finance Advisors, LLC
INCREASED3,8893,791+98+3%$34.8K$31.9K-$2.9K2026-10-08
Creative Financial Designs Inc
UNCHANGED3,7513,75100%$34.4K$30.8K-$3.6K2026-11-04
Fifth Third Bancorp
DECREASED3,2715,445-2,174-40%$49.9K$26.8K-$23.1K2026-11-05
Provenance Wealth Advisors, LLC
NEW2,400—+2,400——$19.7K—2026-10-30
West Branch Capital LLC
INCREASED2,3772,318+59+3%$21.3K$19.5K-$1.8K2026-10-20
GS Investments, Inc.
UNCHANGED1,3501,35000%$12.4K$11.1K-$1.3K2026-11-05
Jnba Financial Advisors
UNCHANGED78078000%$7.2K$6.4K-$7572026-11-03
Private Trust Co NA
DECREASED68459,919-59,235-99%$549.5K$5.6K-$543.8K2026-10-20
Highline Wealth Partners LLC
UNCHANGED50050000%$4.6K$4.1K-$4852026-10-19
Harbor Investment Advisory, LLC
NEW325—+325——$2.7K—2026-10-13
Riverbridge Partners LLC
CLOSED0105,350-105,350-100%$966.1K$0-$966.1K2026-11-05
HUB Investment Partners, LLC
CLOSED084,075-84,075-100%$771.0K$0-$771.0K2026-11-03
Imc-Chicago, LLC
CLOSED038,877-38,877-100%$356.5K$0-$356.5K2026-11-05
StoneX Group Inc.
CLOSED026,140-26,140-100%$238.7K$0-$238.7K2026-11-03
Ramiah Investment Group
CLOSED025,963-25,963-100%$238.1K$0-$238.1K2026-10-20
Axiom Investment Management LLC
CLOSED03,848-3,848-100%$35.3K$0-$35.3K2026-11-03
NBT Bank, N.A.
CLOSED02,724-2,724-100%$25.0K$0-$25.0K2026-10-21
JFS Wealth Advisors, LLC
CLOSED057-57-100%$523$0-$5232026-11-03
Wolverine Asset Management LLC
CLOSED048-48-100%$440$0-$4402026-11-02
SIT Investment Associates Inc
N/A—11,940,867-11,940,867-100%$109.5M———
Morgan Stanley
N/A—2,655,380-2,655,380-100%$24.3M———
Karpus Management, Inc.
N/A—1,858,353-1,858,353-100%$17.0M———
UBS Group AG
N/A—1,360,938-1,360,938-100%$12.5M———
Guggenheim Capital LLC
N/A—1,056,140-1,056,140-100%$9.7M———
1607 Capital Partners, LLC
N/A—971,066-971,066-100%$8.9M———
Wells Fargo & Company
N/A—899,396-899,396-100%$8.2M———
LPL Financial LLC
N/A—814,357-814,357-100%$7.5M———
Invesco Ltd.
N/A—702,573-702,573-100%$6.4M———
Rockefeller Capital Management L.P.
N/A—366,516-366,516-100%$3.4M———
Raymond James Financial Inc
N/A—366,037-366,037-100%$3.4M———
Bank of America Corp
N/A—258,157-258,157-100%$2.4M———
First Trust Advisors LP
N/A—250,976-250,976-100%$2.3M———
Private Advisor Group, LLC
N/A—194,044-194,044-100%$1.8M———
Osaic Holdings, Inc.
N/A—186,713-186,713-100%$1.7M———
Rivernorth Capital Management, LLC
N/A—144,930-144,930-100%$1.3M———
Stifel Financial Corp
N/A—137,400-137,400-100%$1.3M———
Scotia Capital Inc.
N/A—124,089-124,089-100%$1.1M———
Melfa Wealth Management, Inc.
N/A—122,729-122,729-100%$1.1M———
ProVise Management Group, LLC
N/A—111,018-111,018-100%$1.0M———
Envestnet Asset Management Inc
N/A—91,809-91,809-100%$841.9K———
Ibex Wealth Advisors
N/A—90,999-90,999-100%$834.5K———
Bramshill Investments, LLC
N/A—83,461-83,461-100%$765.3K———
Focus Partners Wealth
N/A—78,096-78,096-100%$716.1K———
Royal Bank of Canada
N/A—71,258-71,258-100%$654.0K———
Cetera Investment Advisers
N/A—66,154-66,154-100%$606.6K———
Oder Investment Management, LLC
N/A—64,760-64,760-100%$593.8K———
MML Investors Services, LLC
N/A—58,643-58,643-100%$537.8K———
Janney Montgomery Scott LLC
N/A—51,311-51,311-100%$471.0K———
Marex Group Ltd
N/A—43,685-43,685-100%$400.6K———
Ameriprise Financial Inc
N/A—42,387-42,387-100%$388.7K———
Intellus Advisors LLC
N/A—40,365-40,365-100%$370.1K———
Jane Street Group, LLC
N/A—39,655-39,655-100%$363.6K———
Clarity Financial LLC
N/A—34,508-34,508-100%$316.4K———
XTX Topco Ltd
N/A—33,178-33,178-100%$304.2K———
Susquehanna International Group, LLP
N/A—30,749-30,749-100%$282.0K———
Citadel Advisors LLC
N/A—27,902-27,902-100%$255.9K———
Beacon Pointe Advisors, LLC
N/A—26,099-26,099-100%$239.3K———
Morse Asset Management, Inc
N/A—26,001-26,001-100%$238.4K———
Equitable Holdings, Inc.
N/A—23,825-23,825-100%$218.5K———
Kovack Advisors, Inc.
N/A—21,260-21,260-100%$193.5K———
Valley Financial Group, Inc.
N/A—20,572-20,572-100%$188.6K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$183.4K———
Waverly Advisors, LLC
N/A—19,967-19,967-100%$183.1K———
Steward Partners Investment Advisory, LLC
N/A—18,981-18,981-100%$174.1K———
Almitas Capital LLC
N/A—16,812-16,812-100%$154.2K———
Cary Street Partners Financial LLC
N/A—16,324-16,324-100%$149.7K———
HighTower Advisors, LLC
N/A—13,057-13,057-100%$119.7K———
Bartlett & Co. Wealth Management LLC
N/A—11,775-11,775-100%$108.0K———
Fiera Capital Corp
N/A—11,618-11,618-100%$106.5K———
CreativeOne Wealth, LLC
N/A—10,150-10,150-100%$93.1K———
Arax Advisory Partners
N/A—6,502-6,502-100%$59.6K———
Colonial Trust Co / SC
N/A—2,538-2,538-100%$23.2K———
Harbour Investments, Inc.
N/A—1,861-1,861-100%$17.1K———
Atlantic Union Bankshares Corp
N/A—1,600-1,600-100%$14.7K———
Ameriflex Group, Inc.
N/A—1,000-1,000-100%$9.2K———
Anchor Investment Management, LLC
N/A—500-500-100%$4.6K———
Northwestern Mutual Wealth Management Co
N/A—475-475-100%$4.4K———
JPMorgan Chase & Co
N/A—300-300-100%$2.7K———
Showing 108 of 108 institutions