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BlackRock Muniholdings Fund (MHD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares2,339,514 from 2,310,272
Change+29,242 (+1%)
Value$24.0M (-$3.5M)
Filed 2026-10-13
Mackay Shields LLC
UNCHANGED
Shares1,982,355 from 1,982,355
Change0 (0%)
Value$20.3M (-$3.3M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,281,646 from 1,263,752
Change+17,894 (+1%)
Value$13.1M (-$1.9M)
Filed 2026-11-04
Rareview Capital LLC
INCREASED
Shares575,841 from 548,051
Change+27,790 (+5%)
Value$5.9M (-$230.0K)
Filed 2026-11-05
City of London Investment Management Co LTD
UNCHANGED
Shares453,034 from 453,034
Change0 (0%)
Value$4.6M (-$743.0K)
Filed 2026-10-30
Atala Financial Inc
INCREASED
Shares356,567 from 356,455
Change+112 (+0%)
Value$3.7M (-$583.4K)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares205,393 from 226,589
Change-21,196 (-9%)
Value$2.1M (-$589.1K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares186,147 from 185,492
Change+655 (+0%)
Value$1.9M (-$297.0K)
Filed 2026-10-26
Wakefield Asset Management Lllp
INCREASED
Shares183,167 from 132,005
Change+51,162 (+39%)
Value$1.9M (+$308.4K)
Filed 2026-11-05
Livelsberger Financial Advisory
NEW
Shares173,473
Change+173,473
Value$1.8M
Filed 2026-10-28
Allegheny Financial Group
DECREASED
Shares142,033 from 147,691
Change-5,658 (-4%)
Value$1.5M (-$300.3K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares137,626 from 142,137
Change-4,511 (-3%)
Value$1.4M (-$279.4K)
Filed 2026-10-22
Riverbridge Partners LLC
INCREASED
Shares137,417 from 112,138
Change+25,279 (+23%)
Value$1.4M (+$75.5K)
Filed 2026-11-05
Compass Financial Group, Inc
DECREASED
Shares137,405 from 150,350
Change-12,945 (-9%)
Value$1.4M (-$379.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares136,641 from 131,503
Change+5,138 (+4%)
Value$1.4M (-$163.0K)
Filed 2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW
Shares122,384
Change+122,384
Value$1.3M
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares107,751 from 138,302
Change-30,551 (-22%)
Value$1.1M (-$540.3K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares105,020 from 105,020
Change0 (0%)
Value$1.1M (-$172.2K)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares78,642 from 75,194
Change+3,448 (+5%)
Value$806.9K (-$87.9K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares73,230 from 64,706
Change+8,524 (+13%)
Value$751.3K (-$18.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares69,403 from 79,173
Change-9,770 (-12%)
Value$712.1K (-$230.1K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares68,000 from 68,000
Change0 (0%)
Value$697.7K (-$111.5K)
Filed 2026-10-22
Clear Point Advisors Inc.
NEW
Shares67,499
Change+67,499
Value$761.4K
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares63,159 from 68,385
Change-5,226 (-8%)
Value$648.0K (-$165.8K)
Filed 2026-10-01
Abel Hall, LLC
INCREASED
Shares57,000 from 22,000
Change+35,000 (+159%)
Value$584.8K (+$323.0K)
Filed 2026-10-19
Melone Private Wealth, LLC
INCREASED
Shares55,506 from 55,060
Change+446 (+1%)
Value$569.5K (-$85.7K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares54,876 from 55,276
Change-400 (-1%)
Value$563.0K (-$94.8K)
Filed 2026-11-05
Closed-End Fund Advisors, Inc.
INCREASED
Shares53,556 from 48,441
Change+5,115 (+11%)
Value$549.5K (-$27.0K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares53,043 from 52,345
Change+698 (+1%)
Value$544.2K (-$78.7K)
Filed 2026-10-09
Wesbanco Bank Inc
UNCHANGED
Shares51,537 from 51,537
Change0 (0%)
Value$528.8K (-$84.5K)
Filed 2026-11-04
River Street Advisors LLC
UNCHANGED
Shares50,618 from 50,618
Change0 (0%)
Value$519.3K (-$83.0K)
Filed 2026-10-22
Integrated Capital Management, Inc.
INCREASED
Shares49,357 from 37,816
Change+11,541 (+31%)
Value$506.4K (+$56.4K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares48,961 from 48,961
Change0 (0%)
Value$502.3K (-$80.3K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares47,838 from 34,816
Change+13,022 (+37%)
Value$490.8K (+$76.5K)
Filed 2026-10-16
Choreo, LLC
DECREASED
Shares42,265 from 47,254
Change-4,989 (-11%)
Value$436.3K (-$128.9K)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
INCREASED
Shares41,695 from 40,827
Change+868 (+2%)
Value$450.3K (-$38.0K)
Filed 2026-11-02
Ackerman Capital Advisors, LLC
DECREASED
Shares40,891 from 51,444
Change-10,553 (-21%)
Value$419.5K (-$192.6K)
Filed 2026-10-30
Encompass Wealth Advisors, LLC
INCREASED
Shares39,800 from 19,900
Change+19,900 (+100%)
Value$408.3K (+$171.5K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares38,964 from 41,274
Change-2,310 (-6%)
Value$399.8K (-$91.4K)
Filed 2026-10-26
Great Lakes Retirement, Inc.
INCREASED
Shares37,944 from 37,365
Change+579 (+2%)
Value$391.6K (-$55.3K)
Filed 2026-10-26
Verus Capital Partners, LLC
NEW
Shares33,327
Change+33,327
Value$341.9K
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares30,673 from 35,161
Change-4,488 (-13%)
Value$314.7K (-$103.7K)
Filed 2026-10-23
Pettinga Financial Advisors LLC
DECREASED
Shares30,059 from 73,558
Change-43,499 (-59%)
Value$308.4K (-$566.9K)
Filed 2026-10-13
Peddock Capital Advisors, LLC
NEW
Shares30,000
Change+30,000
Value$307.8K
Filed 2026-10-16
Stirlingshire Investments, Inc.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$309.6K (-$49.2K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares28,268 from 127,659
Change-99,391 (-78%)
Value$290.0K (-$1.2M)
Filed 2026-10-30
Old Mission Investment Co LLC
UNCHANGED
Shares28,266 from 28,266
Change0 (0%)
Value$291.7K (-$46.4K)
Filed 2026-10-22
Virtue Asset Management LLC
UNCHANGED
Shares28,057 from 28,057
Change0 (0%)
Value$287.9K (-$46.0K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares25,731 from 24,798
Change+933 (+4%)
Value$264.0K (-$31.1K)
Filed 2026-11-02
Duncker Streett & Co Inc
UNCHANGED
Shares22,335 from 22,335
Change0 (0%)
Value$229.2K (-$36.6K)
Filed 2026-10-27
Lido Advisors, LLC
UNCHANGED
Shares21,299 from 21,299
Change0 (0%)
Value$218.5K (-$36.2K)
Filed 2026-11-04
Formidable Asset Management, LLC
INCREASED
Shares21,266 from 17,438
Change+3,828 (+22%)
Value$253.1K (+$56.4K)
Filed 2026-11-03
Genesee Capital Advisors, LLC
UNCHANGED
Shares21,191 from 21,191
Change0 (0%)
Value$217.4K (-$34.8K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,887 from 20,428
Change+459 (+2%)
Value$211.0K (-$31.1K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares20,456
Change+20,456
Value$209.9K
Filed 2026-10-26
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares20,216 from 20,216
Change0 (0%)
Value$207.4K (-$33.2K)
Filed 2026-10-15
Total Investment Management Inc
DECREASED
Shares19,404 from 20,782
Change-1,378 (-7%)
Value$199.1K (-$39.3K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares18,539 from 12,479
Change+6,060 (+49%)
Value$190.2K (+$41.7K)
Filed 2026-10-21
Accredited Investor Services, LLC
INCREASED
Shares17,951 from 15,848
Change+2,103 (+13%)
Value$184.2K (-$4.4K)
Filed 2026-10-22
Aviance Capital Partners, LLC
DECREASED
Shares17,791 from 18,307
Change-516 (-3%)
Value$182.5K (-$35.3K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares17,677 from 17,662
Change+15 (+0%)
Value$181.0K (-$29.0K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares17,459 from 17,459
Change0 (0%)
Value$179.1K (-$28.6K)
Filed 2026-10-19
Oarsman Capital, Inc.
UNCHANGED
Shares16,585 from 16,585
Change0 (0%)
Value$170.2K (-$27.2K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares16,403 from 16,290
Change+113 (+1%)
Value$168.3K (-$25.6K)
Filed 2026-10-26
Edge Wealth Management LLC
NEW
Shares16,221
Change+16,221
Value$166.9K
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
NEW
Shares16,109
Change+16,109
Value$165.3K
Filed 2026-11-03
Beverly Hills Private Wealth, LLC
NEW
Shares15,284
Change+15,284
Value$156.8K
Filed 2026-11-04
PFG Advisors
INCREASED
Shares14,172 from 12,550
Change+1,622 (+13%)
Value$145.4K (-$3.9K)
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares13,336 from 13,336
Change0 (0%)
Value$136.8K (-$21.9K)
Filed 2026-10-30
Occidental Asset Management, LLC
INCREASED
Shares13,275 from 12,766
Change+509 (+4%)
Value$136.2K (-$15.7K)
Filed 2026-11-05
Procyon Advisors, LLC
UNCHANGED
Shares12,669 from 12,669
Change0 (0%)
Value$130.0K (-$20.8K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares11,969 from 11,949
Change+20 (+0%)
Value$122.8K (-$19.4K)
Filed 2026-11-03
Realta Investment Advisors
UNCHANGED
Shares11,495 from 11,495
Change0 (0%)
Value$117.9K (-$18.9K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares11,492 from 11,460
Change+32 (+0%)
Value$117.9K (-$18.5K)
Filed 2026-10-13
Commerce Advisors, LLC
INCREASED
Shares11,089 from 10,998
Change+91 (+1%)
Value$113.8K (-$17.1K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares10,643 from 10,643
Change0 (0%)
Value$109.2K (-$17.5K)
Filed 2026-10-28
Plancorp, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$108.6K (-$10.3K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares7,128 from 8,580
Change-1,452 (-17%)
Value$73.1K (-$29.0K)
Filed 2026-10-27
Bokf, NA
UNCHANGED
Shares6,471 from 6,471
Change0 (0%)
Value$66.4K (-$10.6K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares5,000
Change+5,000
Value$51.3K
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares4,970 from 8,245
Change-3,275 (-40%)
Value$51.0K (-$47.1K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares3,535 from 3,535
Change0 (0%)
Value$36.3K (-$5.8K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,898 from 2,898
Change0 (0%)
Value$29.7K (-$4.8K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares2,116 from 339
Change+1,777 (+524%)
Value$21.7K (+$17.7K)
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares2,103 from 2,023
Change+80 (+4%)
Value$21.6K (-$2.5K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$20.3K (-$3.2K)
Filed 2026-10-21
Chung Wu Investment Group, LLC
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$19.2K (-$3.1K)
Filed 2026-11-03
Lanark Financial, Inc.
NEW
Shares1,128
Change+1,128
Value$11.6K
Filed 2026-10-26
Community Financial Services Group, LLC
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$7.8K (-$1.3K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
NEW
Shares600
Change+600
Value$6.2K
Filed 2026-10-28
Highline Wealth Partners LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$3.2K (-$508)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares226 from 223
Change+3 (+1%)
Value$2.3K (-$330)
Filed 2026-10-08
TD Waterhouse Canada Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$1.3K (-$205)
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$903 (-$144)
Filed 2026-10-16
Covestor Ltd
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
Professional Financial Management, Inc.
CLOSED
Shares0 from 138,149
Change-138,149 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-22
Scarborough Advisors, LLC
CLOSED
Shares0 from 76,710
Change-76,710 (-100%)
Value$0 (-$900.6K)
Filed 2026-10-16
Root Financial Partners, LLC
CLOSED
Shares0 from 18,441
Change-18,441 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-21
Legacy Advisors, LLC
CLOSED
Shares0 from 12,019
Change-12,019 (-100%)
Value$0 (-$143.7K)
Filed 2026-10-19
US Bancorp \de\
CLOSED
Shares0 from 8,165
Change-8,165 (-100%)
Value$0 (-$97.2K)
Filed 2026-11-05
Hilltop National Bank
CLOSED
Shares0 from 6,867
Change-6,867 (-100%)
Value$0 (-$81.7K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 2,286
Change-2,286 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-28
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 1,661
Change-1,661 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-23
Mascoma Wealth Management LLC
CLOSED
Shares0 from 1,123
Change-1,123 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-23
Karpus Management, Inc.
N/A
Shares— from 19,816,954
Change-19,816,954 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 11,987,371
Change-11,987,371 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,960,341
Change-5,960,341 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,677,624
Change-3,677,624 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,284,429
Change-2,284,429 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 2,066,476
Change-2,066,476 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,809,830
Change-1,809,830 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,384,845
Change-1,384,845 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,383,852
Change-1,383,852 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,231,476
Change-1,231,476 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,149,124
Change-1,149,124 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,065,866
Change-1,065,866 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 994,190
Change-994,190 (-100%)
Value—
UBS Group AG
N/A
Shares— from 989,613
Change-989,613 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 565,710
Change-565,710 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 521,667
Change-521,667 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 498,348
Change-498,348 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 393,906
Change-393,906 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 373,213
Change-373,213 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 362,781
Change-362,781 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 348,737
Change-348,737 (-100%)
Value—
Westchester Capital Management, LLC
N/A
Shares— from 326,160
Change-326,160 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 306,323
Change-306,323 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 304,305
Change-304,305 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 272,919
Change-272,919 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 236,644
Change-236,644 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 231,404
Change-231,404 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 221,407
Change-221,407 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 213,883
Change-213,883 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 212,034
Change-212,034 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 178,396
Change-178,396 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 174,963
Change-174,963 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 154,456
Change-154,456 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 133,698
Change-133,698 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 127,261
Change-127,261 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 122,349
Change-122,349 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 107,712
Change-107,712 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 105,262
Change-105,262 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 101,298
Change-101,298 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 93,612
Change-93,612 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 92,929
Change-92,929 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 90,888
Change-90,888 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 86,578
Change-86,578 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 85,037
Change-85,037 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 82,981
Change-82,981 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 76,276
Change-76,276 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 70,229
Change-70,229 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 69,000
Change-69,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 63,152
Change-63,152 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 63,137
Change-63,137 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 60,199
Change-60,199 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 56,482
Change-56,482 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 54,947
Change-54,947 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 54,828
Change-54,828 (-100%)
Value—
&partners
N/A
Shares— from 54,778
Change-54,778 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 49,786
Change-49,786 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 49,692
Change-49,692 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 47,418
Change-47,418 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 45,210
Change-45,210 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 42,115
Change-42,115 (-100%)
Value—
Whitebox Advisors LLC
N/A
Shares— from 39,677
Change-39,677 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 38,283
Change-38,283 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 36,097
Change-36,097 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 34,122
Change-34,122 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 33,214
Change-33,214 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 32,518
Change-32,518 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 31,870
Change-31,870 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 31,714
Change-31,714 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 30,334
Change-30,334 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 28,007
Change-28,007 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,578
Change-27,578 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,505
Change-24,505 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 24,310
Change-24,310 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 23,889
Change-23,889 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,696
Change-23,696 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 23,414
Change-23,414 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 23,400
Change-23,400 (-100%)
Value—
KIM, LLC
N/A
Shares— from 22,921
Change-22,921 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,690
Change-22,690 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 22,389
Change-22,389 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 21,850
Change-21,850 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,575
Change-21,575 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 20,933
Change-20,933 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,188
Change-20,188 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,120
Change-20,120 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 18,012
Change-18,012 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,606
Change-17,606 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 15,517
Change-15,517 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 14,856
Change-14,856 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,914
Change-12,914 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 11,862
Change-11,862 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 11,693
Change-11,693 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 10,135
Change-10,135 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 654
Change-654 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 445
Change-445 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED2,339,5142,310,272+29,242+1%$27.5M$24.0M-$3.5M2026-10-13
Mackay Shields LLC
UNCHANGED1,982,3551,982,35500%$23.6M$20.3M-$3.3M2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED1,281,6461,263,752+17,894+1%$15.0M$13.1M-$1.9M2026-11-04
Rareview Capital LLC
INCREASED575,841548,051+27,790+5%$6.1M$5.9M-$230.0K2026-11-05
City of London Investment Management Co LTD
UNCHANGED453,034453,03400%$5.4M$4.6M-$743.0K2026-10-30
Atala Financial Inc
INCREASED356,567356,455+112+0%$4.2M$3.7M-$583.4K2026-10-22
Bank of New York Mellon Corp
DECREASED205,393226,589-21,196-9%$2.7M$2.1M-$589.1K2026-11-05
Park Avenue Securities LLC
INCREASED186,147185,492+655+0%$2.2M$1.9M-$297.0K2026-10-26
Wakefield Asset Management Lllp
INCREASED183,167132,005+51,162+39%$1.6M$1.9M+$308.4K2026-11-05
Livelsberger Financial Advisory
NEW173,473—+173,473——$1.8M—2026-10-28
Allegheny Financial Group
DECREASED142,033147,691-5,658-4%$1.8M$1.5M-$300.3K2026-11-05
Capital Investment Advisors, LLC
DECREASED137,626142,137-4,511-3%$1.7M$1.4M-$279.4K2026-10-22
Riverbridge Partners LLC
INCREASED137,417112,138+25,279+23%$1.3M$1.4M+$75.5K2026-11-05
Compass Financial Group, Inc
DECREASED137,405150,350-12,945-9%$1.8M$1.4M-$379.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED136,641131,503+5,138+4%$1.6M$1.4M-$163.0K2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW122,384—+122,384——$1.3M—2026-10-15
Oppenheimer & Co Inc
DECREASED107,751138,302-30,551-22%$1.6M$1.1M-$540.3K2026-10-26
Fortitude Advisory Group L.L.C.
UNCHANGED105,020105,02000%$1.2M$1.1M-$172.2K2026-10-15
Verdence Capital Advisors LLC
INCREASED78,64275,194+3,448+5%$894.8K$806.9K-$87.9K2026-10-26
Commonwealth Equity Services, LLC
INCREASED73,23064,706+8,524+13%$770.0K$751.3K-$18.7K2026-11-02
Kestra Advisory Services, LLC
DECREASED69,40379,173-9,770-12%$942.2K$712.1K-$230.1K2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED68,00068,00000%$809.2K$697.7K-$111.5K2026-10-22
Clear Point Advisors Inc.
NEW67,499—+67,499——$761.4K—2026-10-30
Noble Wealth Management PBC
DECREASED63,15968,385-5,226-8%$813.8K$648.0K-$165.8K2026-10-01
Abel Hall, LLC
INCREASED57,00022,000+35,000+159%$261.8K$584.8K+$323.0K2026-10-19
Melone Private Wealth, LLC
INCREASED55,50655,060+446+1%$655.2K$569.5K-$85.7K2026-10-16
Fifth Third Bancorp
DECREASED54,87655,276-400-1%$657.8K$563.0K-$94.8K2026-11-05
Closed-End Fund Advisors, Inc.
INCREASED53,55648,441+5,115+11%$576.4K$549.5K-$27.0K2026-11-04
Balefire, LLC
INCREASED53,04352,345+698+1%$622.9K$544.2K-$78.7K2026-10-09
Wesbanco Bank Inc
UNCHANGED51,53751,53700%$613.3K$528.8K-$84.5K2026-11-04
River Street Advisors LLC
UNCHANGED50,61850,61800%$602.4K$519.3K-$83.0K2026-10-22
Integrated Capital Management, Inc.
INCREASED49,35737,816+11,541+31%$450.0K$506.4K+$56.4K2026-10-09
Signature Estate & Investment Advisors LLC
UNCHANGED48,96148,96100%$582.6K$502.3K-$80.3K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED47,83834,816+13,022+37%$414.3K$490.8K+$76.5K2026-10-16
Choreo, LLC
DECREASED42,26547,254-4,989-11%$565.3K$436.3K-$128.9K2026-10-28
Canvas Wealth Advisors, LLC
INCREASED41,69540,827+868+2%$488.3K$450.3K-$38.0K2026-11-02
Ackerman Capital Advisors, LLC
DECREASED40,89151,444-10,553-21%$612.2K$419.5K-$192.6K2026-10-30
Encompass Wealth Advisors, LLC
INCREASED39,80019,900+19,900+100%$236.8K$408.3K+$171.5K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED38,96441,274-2,310-6%$491.2K$399.8K-$91.4K2026-10-26
Great Lakes Retirement, Inc.
INCREASED37,94437,365+579+2%$446.9K$391.6K-$55.3K2026-10-26
Verus Capital Partners, LLC
NEW33,327—+33,327——$341.9K—2026-11-03
Sowell Financial Services LLC
DECREASED30,67335,161-4,488-13%$418.4K$314.7K-$103.7K2026-10-23
Pettinga Financial Advisors LLC
DECREASED30,05973,558-43,499-59%$875.3K$308.4K-$566.9K2026-10-13
Peddock Capital Advisors, LLC
NEW30,000—+30,000——$307.8K—2026-10-16
Stirlingshire Investments, Inc.
UNCHANGED30,00030,00000%$358.8K$309.6K-$49.2K2026-11-05
Truist Financial Corp
DECREASED28,268127,659-99,391-78%$1.5M$290.0K-$1.2M2026-10-30
Old Mission Investment Co LLC
UNCHANGED28,26628,26600%$338.0K$291.7K-$46.4K2026-10-22
Virtue Asset Management LLC
UNCHANGED28,05728,05700%$333.9K$287.9K-$46.0K2026-10-21
Creative Planning
INCREASED25,73124,798+933+4%$295.1K$264.0K-$31.1K2026-11-02
Duncker Streett & Co Inc
UNCHANGED22,33522,33500%$265.8K$229.2K-$36.6K2026-10-27
Lido Advisors, LLC
UNCHANGED21,29921,29900%$254.7K$218.5K-$36.2K2026-11-04
Formidable Asset Management, LLC
INCREASED21,26617,438+3,828+22%$196.7K$253.1K+$56.4K2026-11-03
Genesee Capital Advisors, LLC
UNCHANGED21,19121,19100%$252.2K$217.4K-$34.8K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED20,88720,428+459+2%$242.1K$211.0K-$31.1K2026-10-13
Leo Wealth, LLC
NEW20,456—+20,456——$209.9K—2026-10-26
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED20,21620,21600%$240.6K$207.4K-$33.2K2026-10-15
Total Investment Management Inc
DECREASED19,40420,782-1,378-7%$238.4K$199.1K-$39.3K2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED18,53912,479+6,060+49%$148.5K$190.2K+$41.7K2026-10-21
Accredited Investor Services, LLC
INCREASED17,95115,848+2,103+13%$188.6K$184.2K-$4.4K2026-10-22
Aviance Capital Partners, LLC
DECREASED17,79118,307-516-3%$217.9K$182.5K-$35.3K2026-10-29
Wedbush Securities Inc
INCREASED17,67717,662+15+0%$210.0K$181.0K-$29.0K2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED17,45917,45900%$207.8K$179.1K-$28.6K2026-10-19
Oarsman Capital, Inc.
UNCHANGED16,58516,58500%$197.4K$170.2K-$27.2K2026-11-05
Indivisible Partners
INCREASED16,40316,290+113+1%$193.9K$168.3K-$25.6K2026-10-26
Edge Wealth Management LLC
NEW16,221—+16,221——$166.9K—2026-10-13
Ashton Thomas Private Wealth, LLC
NEW16,109—+16,109——$165.3K—2026-11-03
Beverly Hills Private Wealth, LLC
NEW15,284—+15,284——$156.8K—2026-11-04
PFG Advisors
INCREASED14,17212,550+1,622+13%$149.3K$145.4K-$3.9K2026-10-16
Spire Wealth Management
UNCHANGED13,33613,33600%$158.7K$136.8K-$21.9K2026-10-30
Occidental Asset Management, LLC
INCREASED13,27512,766+509+4%$151.9K$136.2K-$15.7K2026-11-05
Procyon Advisors, LLC
UNCHANGED12,66912,66900%$150.8K$130.0K-$20.8K2026-10-21
RFG Advisory, LLC
INCREASED11,96911,949+20+0%$142.2K$122.8K-$19.4K2026-11-03
Realta Investment Advisors
UNCHANGED11,49511,49500%$136.8K$117.9K-$18.9K2026-10-14
Independent Financial Group, LLC
INCREASED11,49211,460+32+0%$136.4K$117.9K-$18.5K2026-10-13
Commerce Advisors, LLC
INCREASED11,08910,998+91+1%$130.9K$113.8K-$17.1K2026-10-19
Dumont & Blake Investment Advisors LLC
UNCHANGED10,64310,64300%$126.7K$109.2K-$17.5K2026-10-28
Plancorp, LLC
UNCHANGED10,00010,00000%$118.9K$108.6K-$10.3K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED7,1288,580-1,452-17%$102.1K$73.1K-$29.0K2026-10-27
Bokf, NA
UNCHANGED6,4716,47100%$77.0K$66.4K-$10.6K2026-10-27
Jacobi Capital Management LLC
NEW5,000—+5,000——$51.3K—2026-11-05
Caldwell Trust Co
DECREASED4,9708,245-3,275-40%$98.1K$51.0K-$47.1K2026-10-30
First Bancorp, Inc
UNCHANGED3,5353,53500%$42.1K$36.3K-$5.8K2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED2,8982,89800%$34.5K$29.7K-$4.8K2026-10-29
Larson Financial Group LLC
INCREASED2,116339+1,777+524%$4.0K$21.7K+$17.7K2026-11-05
WPG Advisers, LLC
INCREASED2,1032,023+80+4%$24.1K$21.6K-$2.5K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED1,9751,97500%$23.5K$20.3K-$3.2K2026-10-21
Chung Wu Investment Group, LLC
UNCHANGED1,8711,87100%$22.3K$19.2K-$3.1K2026-11-03
Lanark Financial, Inc.
NEW1,128—+1,128——$11.6K—2026-10-26
Community Financial Services Group, LLC
UNCHANGED75975900%$9.0K$7.8K-$1.3K2026-10-15
Buck Wealth Strategies, LLC
NEW600—+600——$6.2K—2026-10-28
Highline Wealth Partners LLC
UNCHANGED31031000%$3.7K$3.2K-$5082026-10-19
Farther Finance Advisors, LLC
INCREASED226223+3+1%$2.6K$2.3K-$3302026-10-08
TD Waterhouse Canada Inc.
UNCHANGED12412400%$1.5K$1.3K-$2052026-10-16
IFP Advisors, Inc
UNCHANGED888800%$1.0K$903-$1442026-10-16
Covestor Ltd
UNCHANGED6600%$0$0$02026-10-30
Professional Financial Management, Inc.
CLOSED0138,149-138,149-100%$1.6M$0-$1.6M2026-10-22
Scarborough Advisors, LLC
CLOSED076,710-76,710-100%$900.6K$0-$900.6K2026-10-16
Root Financial Partners, LLC
CLOSED018,441-18,441-100%$219.4K$0-$219.4K2026-10-21
Legacy Advisors, LLC
CLOSED012,019-12,019-100%$143.7K$0-$143.7K2026-10-19
US Bancorp \de\
CLOSED08,165-8,165-100%$97.2K$0-$97.2K2026-11-05
Hilltop National Bank
CLOSED06,867-6,867-100%$81.7K$0-$81.7K2026-10-14
MCF Advisors LLC
CLOSED02,286-2,286-100%$27.2K$0-$27.2K2026-10-28
Tradewinds Capital Management, LLC
CLOSED01,661-1,661-100%$19.8K$0-$19.8K2026-10-23
Mascoma Wealth Management LLC
CLOSED01,123-1,123-100%$13.4K$0-$13.4K2026-10-23
Karpus Management, Inc.
N/A—19,816,954-19,816,954-100%$235.8M———
Rivernorth Capital Management, LLC
N/A—11,987,371-11,987,371-100%$142.6M———
Morgan Stanley
N/A—5,960,341-5,960,341-100%$70.9M———
Pathstone Holdings, LLC
N/A—3,677,624-3,677,624-100%$43.8M———
Guggenheim Capital LLC
N/A—2,284,429-2,284,429-100%$27.2M———
Robinson Capital Management, LLC
N/A—2,066,476-2,066,476-100%$24.6M———
Bank of America Corp
N/A—1,809,830-1,809,830-100%$21.5M———
Van Eck Associates Corp
N/A—1,384,845-1,384,845-100%$16.5M———
Toronto Dominion Bank
N/A—1,383,852-1,383,852-100%$16.5M———
Advisors Asset Management, Inc.
N/A—1,231,476-1,231,476-100%$14.7M———
Wells Fargo & Company
N/A—1,149,124-1,149,124-100%$13.7M———
LPL Financial LLC
N/A—1,065,866-1,065,866-100%$12.7M———
SIT Investment Associates Inc
N/A—994,190-994,190-100%$11.8M———
UBS Group AG
N/A—989,613-989,613-100%$11.8M———
Raymond James Financial Inc
N/A—565,710-565,710-100%$6.7M———
Dakota Wealth Management
N/A—521,667-521,667-100%$6.2M———
Stifel Financial Corp
N/A—498,348-498,348-100%$5.9M———
Royal Bank of Canada
N/A—393,906-393,906-100%$4.7M———
Envestnet Asset Management Inc
N/A—373,213-373,213-100%$4.4M———
Melfa Wealth Management, Inc.
N/A—362,781-362,781-100%$4.3M———
Ameriprise Financial Inc
N/A—348,737-348,737-100%$4.1M———
Westchester Capital Management, LLC
N/A—326,160-326,160-100%$3.9M———
Invesco Ltd.
N/A—306,323-306,323-100%$3.6M———
PNC Financial Services Group, Inc.
N/A—304,305-304,305-100%$3.6M———
Cetera Investment Advisers
N/A—272,919-272,919-100%$3.2M———
Callahan Advisors, LLC
N/A—236,644-236,644-100%$2.8M———
Cary Street Partners Financial LLC
N/A—231,404-231,404-100%$2.8M———
Cohen & Steers, Inc.
N/A—221,407-221,407-100%$2.6M———
Fiera Capital Corp
N/A—213,883-213,883-100%$2.5M———
1607 Capital Partners, LLC
N/A—212,034-212,034-100%$2.5M———
NewEdge Advisors, LLC
N/A—178,396-178,396-100%$2.1M———
Osaic Holdings, Inc.
N/A—174,963-174,963-100%$2.1M———
LM Advisors LLC
N/A—154,456-154,456-100%$1.8M———
Goldman Sachs Group Inc
N/A—133,698-133,698-100%$1.6M———
Peak Asset Management, LLC
N/A—127,261-127,261-100%$1.5M———
Westview Management dba Westview Investment Advisors
N/A—122,349-122,349-100%$1.5M———
Jane Street Group, LLC
N/A—107,712-107,712-100%$1.3M———
Wellspring Financial Advisors, LLC
N/A—105,262-105,262-100%$1.3M———
Mathes Company, Inc.
N/A—101,298-101,298-100%$1.2M———
Allworth Financial LP
N/A—93,612-93,612-100%$1.1M———
Summit Trail Advisors, LLC
N/A—92,929-92,929-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—90,888-90,888-100%$1.1M———
Thomas J. Herzfeld Advisors, Inc.
N/A—86,578-86,578-100%$1.0M———
Baird Financial Group, Inc.
N/A—85,037-85,037-100%$1.0M———
Mutual Advisors, LLC
N/A—82,981-82,981-100%$987.5K———
HighTower Advisors, LLC
N/A—76,276-76,276-100%$907.7K———
Citadel Advisors LLC
N/A—70,229-70,229-100%$835.7K———
HRT Financial LP
N/A—69,000-69,000-100%$821.0K———
BFC Planning, Inc.
N/A—63,152-63,152-100%$751.5K———
Rockefeller Capital Management L.P.
N/A—63,137-63,137-100%$751.3K———
Curi Capital, LLC
N/A—60,199-60,199-100%$720.0K———
Uniting Wealth Partners, LLC
N/A—56,482-56,482-100%$675.5K———
Nuveen, LLC
N/A—54,947-54,947-100%$653.9K———
Petra Financial Advisors Inc
N/A—54,828-54,828-100%$652.5K———
&partners
N/A—54,778-54,778-100%$664.4K———
Tyche Wealth Partners LLC
N/A—49,786-49,786-100%$592.5K———
BTG Pactual Asset Management US LLC
N/A—49,692-49,692-100%$591.3K———
Rothschild Investment LLC
N/A—47,418-47,418-100%$564.3K———
Palogic Value Management, L.P.
N/A—45,210-45,210-100%$537.2K———
Clare Market Investments LLC
N/A—42,115-42,115-100%$501.2K———
Whitebox Advisors LLC
N/A—39,677-39,677-100%$472.2K———
Equitable Holdings, Inc.
N/A—38,283-38,283-100%$455.6K———
Merit Financial Group, LLC
N/A—36,097-36,097-100%$429.6K———
Garden State Investment Advisory Services LLC
N/A—34,122-34,122-100%$406.1K———
Horizon Kinetics Asset Management LLC
N/A—33,214-33,214-100%$395.2K———
Alliancebernstein L.P.
N/A—32,518-32,518-100%$366.8K———
Virtu Financial LLC
N/A—31,870-31,870-100%$379.0K———
XTX Topco Ltd
N/A—31,714-31,714-100%$377.4K———
ProVise Management Group, LLC
N/A—30,334-30,334-100%$361.0K———
Advyzon Investment Management, LLC
N/A—30,000-30,000-100%$357.0K———
Fiduciary Financial Advisors
N/A—28,007-28,007-100%$333.2K———
Mariner, LLC
N/A—27,578-27,578-100%$328.2K———
Private Advisor Group, LLC
N/A—24,505-24,505-100%$291.6K———
Sfmg, LLC
N/A—24,310-24,310-100%$289.3K———
Ranch Capital Advisors Inc.
N/A—23,889-23,889-100%$284.3K———
Sanctuary Advisors, LLC
N/A—23,696-23,696-100%$282.0K———
Modern Wealth Management, LLC
N/A—23,414-23,414-100%$278.6K———
Everstar Asset Management, LLC
N/A—23,400-23,400-100%$278.5K———
KIM, LLC
N/A—22,921-22,921-100%$272.8K———
Centaurus Financial, Inc.
N/A—22,690-22,690-100%$270.0K———
Ceeto Capital Group, LLC
N/A—22,389-22,389-100%$268———
Savvy Advisors, Inc.
N/A—21,850-21,850-100%$260.0K———
PFG Investments, LLC
N/A—21,575-21,575-100%$256.7K———
Berkshire Asset Management LLC
N/A—20,933-20,933-100%$249.1K———
Global Retirement Partners, LLC
N/A—20,188-20,188-100%$240.2K———
MML Investors Services, LLC
N/A—20,120-20,120-100%$239.4K———
M&T Bank Corp
N/A—18,012-18,012-100%$214.5K———
Focus Partners Wealth
N/A—17,606-17,606-100%$209.5K———
Cloud Capital Management, LLC
N/A—16,002-16,002-100%$190.0K———
First Trust Advisors LP
N/A—15,517-15,517-100%$184.7K———
Empirical Asset Management, LLC
N/A—14,856-14,856-100%$176.8K———
OneAscent Financial Services LLC
N/A—12,914-12,914-100%$153.7K———
Advisory Services Network, LLC
N/A—12,396-12,396-100%$147.5K———
Insigneo Advisory Services, LLC
N/A—11,862-11,862-100%$141.2K———
Element Wealth, LLC
N/A—11,693-11,693-100%$139.1K———
World Investment Advisors
N/A—11,500-11,500-100%$130.6K———
Essex Financial Services, Inc.
N/A—11,500-11,500-100%$136.9K———
Millennium Management LLC
N/A—10,135-10,135-100%$120.6K———
IFG Advisory, LLC
N/A—7,975-7,975-100%$94.9K———
Institute for Wealth Management, Llc.
N/A—3,234-3,234-100%$38.5K———
Financial Gravity Companies, Inc.
N/A—3,110-3,110-100%$37.0K———
Penserra Capital Management LLC
N/A—2,748-2,748-100%$32———
JPMorgan Chase & Co
N/A—2,669-2,669-100%$31.5K———
LRI Investments, LLC
N/A—2,469-2,469-100%$29.4K———
Hollencrest Capital Management
N/A—2,277-2,277-100%$27.1K———
Regatta Research & Money Management
N/A—2,206-2,206-100%$26.3K———
Atlantic Union Bankshares Corp
N/A—1,846-1,846-100%$22.0K———
Johnson Financial Group, Inc.
N/A—750-750-100%$8.9K———
Anchor Investment Management, LLC
N/A—740-740-100%$8.8K———
Continuum Advisory, LLC
N/A—664-664-100%$7.9K———
Geneos Wealth Management Inc.
N/A—654-654-100%$7.8K———
Capital Analysts, LLC
N/A—607-607-100%$7———
PlanVest Financial, Inc
N/A—445-445-100%$5.3K———
Harbour Investments, Inc.
N/A—196-196-100%$2.3K———
Smartleaf Asset Management LLC
N/A—122-122-100%$1.4K———
Bernard Wealth Management Corp.
N/A—2-2-100%$24———
Russell Investments Group, Ltd.
N/A—1-1-100%$11———
Showing 221 of 221 institutions