BlackRock Muniyield Quality (MQY)

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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Hennion & Walsh Asset Management, Inc.

DECREASED

Shares2,507,219 from 4,507,211

Change-1,999,992 (-44%)

Value$24.9M (-$26.4M)

Filed 2026-10-13

Mackay Shields LLC

UNCHANGED

Shares1,594,019 from 1,594,019

Change0 (0%)

Value$15.8M (-$2.7M)

Filed 2026-10-13

City of London Investment Management Co LTD

UNCHANGED

Shares524,837 from 524,837

Change0 (0%)

Value$5.2M (-$876.5K)

Filed 2026-10-30

Rareview Capital LLC

INCREASED

Shares420,440 from 401,225

Change+19,215 (+5%)

Value$4.2M (-$282.6K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares404,304 from 387,186

Change+17,118 (+4%)

Value$4.0M (-$476.6K)

Filed 2026-11-02

Congress Park Capital LLC

INCREASED

Shares385,621 from 283,121

Change+102,500 (+36%)

Value$3.8M (+$545.0K)

Filed 2026-10-13

Allspring Global Investments Holdings, LLC

INCREASED

Shares364,760 from 267,403

Change+97,357 (+36%)

Value$3.6M (+$520.2K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares186,009 from 177,724

Change+8,285 (+5%)

Value$1.8M (-$215.0K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares146,548 from 100,201

Change+46,347 (+46%)

Value$1.5M (+$292.9K)

Filed 2026-11-05

Wakefield Asset Management Lllp

INCREASED

Shares129,845 from 115,919

Change+13,926 (+12%)

Value$1.3M (-$55.4K)

Filed 2026-11-05

Primoris Wealth Advisors, LLC

DECREASED

Shares128,959 from 133,892

Change-4,933 (-4%)

Value$1.3M (-$272.6K)

Filed 2026-10-28

JFS Wealth Advisors, LLC

DECREASED

Shares128,216 from 128,224

Change-8 (0%)

Value$1.3M (-$214.2K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

INCREASED

Shares109,535 from 78,050

Change+31,485 (+40%)

Value$1.1M (+$182.3K)

Filed 2026-10-16

Breakwater Capital Group

NEW

Shares104,494

Change+104,494

Value$1.0M

Filed 2026-10-09

Pettinga Financial Advisors LLC

DECREASED

Shares91,788 from 191,941

Change-100,153 (-52%)

Value$911.5K (-$1.3M)

Filed 2026-10-13

Chicago Partners Investment Group LLC

INCREASED

Shares86,030 from 85,957

Change+73 (+0%)

Value$882.7K (-$84.3K)

Filed 2026-10-27

Abel Hall, LLC

INCREASED

Shares82,000 from 22,000

Change+60,000 (+273%)

Value$814.3K (+$559.1K)

Filed 2026-10-19

Koshinski Asset Management, Inc.

DECREASED

Shares82,000 from 83,655

Change-1,655 (-2%)

Value$814.3K (-$156.1K)

Filed 2026-10-29

Nova R Wealth, Inc.

UNCHANGED

Shares79,784 from 79,784

Change0 (0%)

Value$792.3K (-$133.2K)

Filed 2026-10-26

J.W. Cole Advisors, Inc.

DECREASED

Shares79,698 from 81,213

Change-1,515 (-2%)

Value$791.4K (-$150.7K)

Filed 2026-11-05

180 Wealth Advisors, LLC

DECREASED

Shares68,794 from 70,909

Change-2,115 (-3%)

Value$683.1K (-$139.4K)

Filed 2026-11-03

Indiana Trust & Investment Management Co

UNCHANGED

Shares64,000 from 64,000

Change0 (0%)

Value$635.5K (-$106.9K)

Filed 2026-10-22

Kestra Advisory Services, LLC

DECREASED

Shares63,021 from 65,032

Change-2,011 (-3%)

Value$625.8K (-$128.6K)

Filed 2026-11-02

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares53,680 from 53,680

Change0 (0%)

Value$533.0K (-$89.6K)

Filed 2026-10-15

PW Nova Financial Services LLC

DECREASED

Shares46,579 from 47,943

Change-1,364 (-3%)

Value$462.5K (-$93.6K)

Filed 2026-10-15

Capital Investment Advisors, LLC

DECREASED

Shares44,997 from 45,706

Change-709 (-2%)

Value$446.8K (-$83.4K)

Filed 2026-10-22

River Street Advisors LLC

UNCHANGED

Shares44,489 from 44,489

Change0 (0%)

Value$441.8K (-$74.3K)

Filed 2026-10-22

Compass Financial Group, Inc

DECREASED

Shares44,035 from 48,838

Change-4,803 (-10%)

Value$437.3K (-$129.2K)

Filed 2026-10-13

Indivisible Partners

INCREASED

Shares43,969 from 34,762

Change+9,207 (+26%)

Value$436.6K (+$33.4K)

Filed 2026-10-26

Parallel Advisors, LLC

NEW

Shares39,200

Change+39,200

Value$389.3K

Filed 2026-11-03

Ackerman Capital Advisors, LLC

INCREASED

Shares35,721 from 25,963

Change+9,758 (+38%)

Value$354.7K (+$53.5K)

Filed 2026-10-30

Whipplewood Advisors, LLC

DECREASED

Shares32,736 from 32,930

Change-194 (-1%)

Value$325.1K (-$56.9K)

Filed 2026-10-20

Verdence Capital Advisors LLC

DECREASED

Shares31,550 from 51,353

Change-19,803 (-39%)

Value$313.3K (-$282.4K)

Filed 2026-10-26

NWF Advisory Services Inc.

INCREASED

Shares31,252 from 11,252

Change+20,000 (+178%)

Value$310.3K (+$179.8K)

Filed 2026-10-19

Farther Finance Advisors, LLC

INCREASED

Shares30,080 from 28,948

Change+1,132 (+4%)

Value$298.7K (-$37.1K)

Filed 2026-10-08

Noble Wealth Management PBC

DECREASED

Shares27,927 from 31,856

Change-3,929 (-12%)

Value$277.3K (-$92.2K)

Filed 2026-10-01

Truist Financial Corp

DECREASED

Shares27,195 from 31,183

Change-3,988 (-13%)

Value$270.0K (-$91.7K)

Filed 2026-10-30

Creative Planning

INCREASED

Shares27,154 from 26,914

Change+240 (+1%)

Value$269.6K (-$42.6K)

Filed 2026-11-02

Thrivent Financial for Lutherans

NEW

Shares26,829

Change+26,829

Value$267.0K

Filed 2026-11-05

WealthBridge Capital Management, LLC

DECREASED

Shares26,400 from 28,000

Change-1,600 (-6%)

Value$262.2K (-$62.6K)

Filed 2026-10-16

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares26,100 from 26,100

Change0 (0%)

Value$259.2K (-$43.6K)

Filed 2026-11-03

Stirlingshire Investments, Inc.

UNCHANGED

Shares24,505 from 24,505

Change0 (0%)

Value$244.8K (-$40.9K)

Filed 2026-11-05

Clear Creek Financial Management, LLC

INCREASED

Shares22,384 from 17,111

Change+5,273 (+31%)

Value$222.3K (+$23.8K)

Filed 2026-10-28

Mystic Asset Management, Inc.

DECREASED

Shares22,028 from 37,007

Change-14,979 (-40%)

Value$218.7K (-$210.5K)

Filed 2026-10-15

Choreo, LLC

DECREASED

Shares21,510 from 23,367

Change-1,857 (-8%)

Value$214.9K (-$57.5K)

Filed 2026-10-28

AmeriServ Wealth Advisors

UNCHANGED

Shares20,591 from 20,591

Change0 (0%)

Value$204.5K (-$34.4K)

Filed 2026-10-21

Closed-End Fund Advisors, Inc.

INCREASED

Shares20,386 from 11,426

Change+8,960 (+78%)

Value$202.4K (+$69.9K)

Filed 2026-11-04

Spire Wealth Management

INCREASED

Shares18,000 from 9,000

Change+9,000 (+100%)

Value$178.7K (+$74.3K)

Filed 2026-10-30

Chiron Capital Management, LLC

UNCHANGED

Shares17,772 from 17,772

Change0 (0%)

Value$176.5K (-$29.7K)

Filed 2026-10-15

Caldwell Trust Co

DECREASED

Shares17,645 from 19,517

Change-1,872 (-10%)

Value$175.2K (-$51.2K)

Filed 2026-10-30

Corps Capital Advisors, LLC

UNCHANGED

Shares17,100 from 17,100

Change0 (0%)

Value$169.8K (-$28.6K)

Filed 2026-11-05

Realta Investment Advisors

UNCHANGED

Shares16,996 from 16,996

Change0 (0%)

Value$168.8K (-$28.4K)

Filed 2026-10-14

Courier Capital LLC

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$158.9K (-$26.7K)

Filed 2026-10-19

Wheelhouse Advisory Group LLC

DECREASED

Shares14,912 from 17,304

Change-2,392 (-14%)

Value$148.1K (-$52.7K)

Filed 2026-10-20

Stronghold Wealth Management L.L.C.

UNCHANGED

Shares13,639 from 13,639

Change0 (0%)

Value$135.4K (-$22.8K)

Filed 2026-10-16

StoneX Group Inc.

NEW

Shares12,932

Change+12,932

Value$128.7K

Filed 2026-11-03

Plan A Wealth LLC

DECREASED

Shares12,791 from 13,932

Change-1,141 (-8%)

Value$127.0K (-$34.6K)

Filed 2026-10-08

Advisor OS, LLC

NEW

Shares12,658

Change+12,658

Value$125.7K

Filed 2026-11-03

Sigma Planning Corp

INCREASED

Shares12,452 from 12,420

Change+32 (+0%)

Value$123.6K (-$20.4K)

Filed 2026-10-23

BAR Harbor Wealth Management

UNCHANGED

Shares12,305 from 12,305

Change0 (0%)

Value$122.2K (-$20.5K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares11,969 from 10,051

Change+1,918 (+19%)

Value$118.6K (+$2.3K)

Filed 2026-10-13

Meridian Wealth Management, LLC

UNCHANGED

Shares11,955 from 11,955

Change0 (0%)

Value$118.7K (-$20.0K)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares11,786 from 4,439

Change+7,347 (+166%)

Value$117.0K (+$65.5K)

Filed 2026-11-05

Oppenheimer & Co Inc

DECREASED

Shares11,385 from 19,511

Change-8,126 (-42%)

Value$113.1K (-$113.3K)

Filed 2026-10-26

Fiduciary Financial Group, LLC

UNCHANGED

Shares11,331 from 11,331

Change0 (0%)

Value$112.5K (-$18.9K)

Filed 2026-10-13

CX Institutional

UNCHANGED

Shares11,193 from 11,193

Change0 (0%)

Value$111 (-$129.9K)

Filed 2026-10-02

Total Investment Management Inc

INCREASED

Shares11,011 from 10,962

Change+49 (+0%)

Value$109.3K (-$13.4K)

Filed 2026-10-22

Traphagen Investment Advisors LLC

UNCHANGED

Shares10,974 from 10,974

Change0 (0%)

Value$109.0K (-$18.3K)

Filed 2026-10-14

RFG Advisory, LLC

DECREASED

Shares10,665 from 11,165

Change-500 (-4%)

Value$105.9K (-$23.6K)

Filed 2026-11-03

First City Capital Management, Inc.

UNCHANGED

Shares10,548 from 10,548

Change0 (0%)

Value$104.7K (-$17.6K)

Filed 2026-10-27

Avidian Wealth Enterprises, LLC

INCREASED

Shares10,263 from 10,107

Change+156 (+2%)

Value$101.9K (-$15.3K)

Filed 2026-10-08

US Bancorp \de\

UNCHANGED

Shares7,760 from 7,760

Change0 (0%)

Value$77.1K (-$13.0K)

Filed 2026-11-05

Chung Wu Investment Group, LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$69.5K (-$11.7K)

Filed 2026-11-03

Bokf, NA

UNCHANGED

Shares6,534 from 6,534

Change0 (0%)

Value$64.9K (-$10.9K)

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares3,980 from 3,980

Change0 (0%)

Value$39.5K (-$6.6K)

Filed 2026-10-21

Lanark Financial, Inc.

UNCHANGED

Shares3,194 from 3,194

Change0 (0%)

Value$31.7K (-$5.3K)

Filed 2026-10-26

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares3,103 from 3,560

Change-457 (-13%)

Value$30.8K (-$10.5K)

Filed 2026-10-27

High Note Wealth, LLC

DECREASED

Shares2,059 from 2,086

Change-27 (-1%)

Value$20.4K (-$3.8K)

Filed 2026-10-27

Chilton Capital Management LLC

UNCHANGED

Shares1,811 from 1,811

Change0 (0%)

Value$18.0K (-$3.0K)

Filed 2026-10-28

Wilmington Savings Fund Society, FSB

NEW

Shares1,450

Change+1,450

Value$14.4K

Filed 2026-10-23

Highline Wealth Partners LLC

UNCHANGED

Shares1,348 from 1,348

Change0 (0%)

Value$13.4K (-$2.3K)

Filed 2026-10-19

Hanson & Doremus Investment Management

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$13.0K (-$2.0K)

Filed 2026-10-16

WPG Advisers, LLC

INCREASED

Shares1,116 from 987

Change+129 (+13%)

Value$11.1K (-$367)

Filed 2026-10-27

FNY Investment Advisers, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$10 (-$2)

Filed 2026-10-16

Blue Bell Private Wealth Management, LLC

INCREASED

Shares1,071 from 726

Change+345 (+48%)

Value$10.6K (+$2.2K)

Filed 2026-10-29

Bare Financial Services, Inc

UNCHANGED

Shares1,055 from 1,055

Change0 (0%)

Value$10.5K (-$1.8K)

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares1,023 from 1,553

Change-530 (-34%)

Value$10.2K (-$7.9K)

Filed 2026-10-08

Essential Investment Partners LLC

UNCHANGED

Shares987 from 987

Change0 (0%)

Value$9.8K (-$1.6K)

Filed 2026-10-27

Ascentis Wealth Management, LLC

UNCHANGED

Shares932 from 932

Change0 (0%)

Value$9.3K (-$1.6K)

Filed 2026-11-03

Triumph Capital Management

UNCHANGED

Shares748 from 748

Change0 (0%)

Value$7.4K (-$1.2K)

Filed 2026-10-14

Eastern Bank

UNCHANGED

Shares571 from 571

Change0 (0%)

Value$5.7K (-$954)

Filed 2026-10-05

West Branch Capital LLC

DECREASED

Shares500 from 1,200

Change-700 (-58%)

Value$5.0K (-$9.0K)

Filed 2026-10-20

Plancorp, LLC

CLOSED

Shares0 from 39,639

Change-39,639 (-100%)

Value$0 (-$435.6K)

Filed 2026-11-03

Brandywine OAK Private Wealth LLC

CLOSED

Shares0 from 15,780

Change-15,780 (-100%)

Value$0 (-$183.0K)

Filed 2026-10-23

First Horizon Corp

CLOSED

Shares0 from 2,931

Change-2,931 (-100%)

Value$0 (-$34.0K)

Filed 2026-10-26

Vima LLC

CLOSED

Shares0 from 2,781

Change-2,781 (-100%)

Value$0 (-$32.3K)

Filed 2026-10-23

Davis Capital Management

CLOSED

Shares0 from 1,774

Change-1,774 (-100%)

Value$0 (-$20.6K)

Filed 2026-10-08

Mascoma Wealth Management LLC

CLOSED

Shares0 from 724

Change-724 (-100%)

Value$0 (-$8.4K)

Filed 2026-10-23

AdvisorNet Financial, Inc

CLOSED

Shares0 from 612

Change-612 (-100%)

Value$0 (-$7.1K)

Filed 2026-10-15

Tsfg, LLC

CLOSED

Shares0 from 448

Change-448 (-100%)

Value$0 (-$5)

Filed 2026-10-23

Decker Retirement Planning Inc.

CLOSED

Shares0 from 349

Change-349 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-19

Signature Resources Capital Management, LLC

CLOSED

Shares0 from 106

Change-106 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-16

Morgan Stanley

N/A

Shares— from 7,899,423

Change-7,899,423 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 7,094,331

Change-7,094,331 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 2,414,908

Change-2,414,908 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 2,362,187

Change-2,362,187 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,818,147

Change-1,818,147 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,679,293

Change-1,679,293 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 1,632,324

Change-1,632,324 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,356,783

Change-1,356,783 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 1,194,747

Change-1,194,747 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,056,807

Change-1,056,807 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 908,384

Change-908,384 (-100%)

Value—

Cornerstone Advisory, LLC

N/A

Shares— from 838,561

Change-838,561 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 816,794

Change-816,794 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 449,689

Change-449,689 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 354,755

Change-354,755 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 353,539

Change-353,539 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 351,158

Change-351,158 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 336,812

Change-336,812 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 269,000

Change-269,000 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 257,407

Change-257,407 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 256,126

Change-256,126 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 242,422

Change-242,422 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 223,331

Change-223,331 (-100%)

Value—

Fiera Capital Corp

N/A

Shares— from 220,828

Change-220,828 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 210,024

Change-210,024 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 208,789

Change-208,789 (-100%)

Value—

Westchester Capital Management, LLC

N/A

Shares— from 188,139

Change-188,139 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 174,894

Change-174,894 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 163,260

Change-163,260 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 157,180

Change-157,180 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 152,738

Change-152,738 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 121,927

Change-121,927 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 118,534

Change-118,534 (-100%)

Value—

KIM, LLC

N/A

Shares— from 109,137

Change-109,137 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 99,798

Change-99,798 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 95,700

Change-95,700 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 95,698

Change-95,698 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 82,345

Change-82,345 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 80,894

Change-80,894 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 79,429

Change-79,429 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 77,877

Change-77,877 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 67,786

Change-67,786 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 67,765

Change-67,765 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 62,416

Change-62,416 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 51,735

Change-51,735 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 43,607

Change-43,607 (-100%)

Value—

Canal Capital Management, LLC

N/A

Shares— from 42,837

Change-42,837 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 41,308

Change-41,308 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 40,916

Change-40,916 (-100%)

Value—

Callahan Advisors, LLC

N/A

Shares— from 40,194

Change-40,194 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 39,547

Change-39,547 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 35,108

Change-35,108 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 32,274

Change-32,274 (-100%)

Value—

&partners

N/A

Shares— from 32,208

Change-32,208 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 30,936

Change-30,936 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 30,689

Change-30,689 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 30,265

Change-30,265 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 28,203

Change-28,203 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 25,953

Change-25,953 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 25,656

Change-25,656 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 24,505

Change-24,505 (-100%)

Value—

Ranch Capital Advisors Inc.

N/A

Shares— from 24,130

Change-24,130 (-100%)

Value—

GatePass Capital, LLC

N/A

Shares— from 23,681

Change-23,681 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 21,311

Change-21,311 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 19,026

Change-19,026 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 18,094

Change-18,094 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 17,660

Change-17,660 (-100%)

Value—

Wellspring Financial Advisors, LLC

N/A

Shares— from 17,559

Change-17,559 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 16,729

Change-16,729 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 16,503

Change-16,503 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 15,713

Change-15,713 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 15,008

Change-15,008 (-100%)

Value—

Koss-Olinger Consulting, LLC

N/A

Shares— from 14,962

Change-14,962 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 14,442

Change-14,442 (-100%)

Value—

Sfmg, LLC

N/A

Shares— from 12,159

Change-12,159 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 12,033

Change-12,033 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,905

Change-11,905 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 11,460

Change-11,460 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,319

Change-11,319 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 11,192

Change-11,192 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 11,006

Change-11,006 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 10,325

Change-10,325 (-100%)

Value—

Alesco Advisors, LLC, An ESL Co

N/A

Shares— from 10,117

Change-10,117 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9,243

Change-9,243 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 9,009

Change-9,009 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 8,504

Change-8,504 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 8,012

Change-8,012 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 7,927

Change-7,927 (-100%)

Value—

CoreFirst Bank & Trust

N/A

Shares— from 6,599

Change-6,599 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 4,952

Change-4,952 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 4,601

Change-4,601 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 3,133

Change-3,133 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 2,814

Change-2,814 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,321

Change-2,321 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 2,149

Change-2,149 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 900

Change-900 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 860

Change-860 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 755

Change-755 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 524

Change-524 (-100%)

Value—

CNB Bank

N/A

Shares— from 332

Change-332 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 308

Change-308 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 299

Change-299 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 197

Change-197 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 127

Change-127 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 126

Change-126 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 106

Change-106 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	2,507,219	4,507,211	-1,999,992	-44%	$51.3M	$24.9M	-$26.4M	2026-10-13
Mackay Shields LLC	UNCHANGED	1,594,019	1,594,019	0	0%	$18.5M	$15.8M	-$2.7M	2026-10-13
City of London Investment Management Co LTD	UNCHANGED	524,837	524,837	0	0%	$6.1M	$5.2M	-$876.5K	2026-10-30
Rareview Capital LLC	INCREASED	420,440	401,225	+19,215	+5%	$4.5M	$4.2M	-$282.6K	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	404,304	387,186	+17,118	+4%	$4.5M	$4.0M	-$476.6K	2026-11-02
Congress Park Capital LLC	INCREASED	385,621	283,121	+102,500	+36%	$3.3M	$3.8M	+$545.0K	2026-10-13
Allspring Global Investments Holdings, LLC	INCREASED	364,760	267,403	+97,357	+36%	$3.1M	$3.6M	+$520.2K	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	186,009	177,724	+8,285	+5%	$2.1M	$1.8M	-$215.0K	2026-11-02
Bank of New York Mellon Corp	INCREASED	146,548	100,201	+46,347	+46%	$1.2M	$1.5M	+$292.9K	2026-11-05
Wakefield Asset Management Lllp	INCREASED	129,845	115,919	+13,926	+12%	$1.3M	$1.3M	-$55.4K	2026-11-05
Primoris Wealth Advisors, LLC	DECREASED	128,959	133,892	-4,933	-4%	$1.6M	$1.3M	-$272.6K	2026-10-28
JFS Wealth Advisors, LLC	DECREASED	128,216	128,224	-8	0%	$1.5M	$1.3M	-$214.2K	2026-11-03
Concurrent Investment Advisors, LLC	INCREASED	109,535	78,050	+31,485	+40%	$905.4K	$1.1M	+$182.3K	2026-10-16
Breakwater Capital Group	NEW	104,494	—	+104,494	—	—	$1.0M	—	2026-10-09
Pettinga Financial Advisors LLC	DECREASED	91,788	191,941	-100,153	-52%	$2.2M	$911.5K	-$1.3M	2026-10-13
Chicago Partners Investment Group LLC	INCREASED	86,030	85,957	+73	+0%	$967.0K	$882.7K	-$84.3K	2026-10-27
Abel Hall, LLC	INCREASED	82,000	22,000	+60,000	+273%	$255.2K	$814.3K	+$559.1K	2026-10-19
Koshinski Asset Management, Inc.	DECREASED	82,000	83,655	-1,655	-2%	$970.4K	$814.3K	-$156.1K	2026-10-29
Nova R Wealth, Inc.	UNCHANGED	79,784	79,784	0	0%	$925.5K	$792.3K	-$133.2K	2026-10-26
J.W. Cole Advisors, Inc.	DECREASED	79,698	81,213	-1,515	-2%	$942.1K	$791.4K	-$150.7K	2026-11-05
180 Wealth Advisors, LLC	DECREASED	68,794	70,909	-2,115	-3%	$822.5K	$683.1K	-$139.4K	2026-11-03
Indiana Trust & Investment Management Co	UNCHANGED	64,000	64,000	0	0%	$742.4K	$635.5K	-$106.9K	2026-10-22
Kestra Advisory Services, LLC	DECREASED	63,021	65,032	-2,011	-3%	$754.4K	$625.8K	-$128.6K	2026-11-02
Fortitude Advisory Group L.L.C.	UNCHANGED	53,680	53,680	0	0%	$622.7K	$533.0K	-$89.6K	2026-10-15
PW Nova Financial Services LLC	DECREASED	46,579	47,943	-1,364	-3%	$556.1K	$462.5K	-$93.6K	2026-10-15
Capital Investment Advisors, LLC	DECREASED	44,997	45,706	-709	-2%	$530.2K	$446.8K	-$83.4K	2026-10-22
River Street Advisors LLC	UNCHANGED	44,489	44,489	0	0%	$516.1K	$441.8K	-$74.3K	2026-10-22
Compass Financial Group, Inc	DECREASED	44,035	48,838	-4,803	-10%	$566.5K	$437.3K	-$129.2K	2026-10-13
Indivisible Partners	INCREASED	43,969	34,762	+9,207	+26%	$403.2K	$436.6K	+$33.4K	2026-10-26
Parallel Advisors, LLC	NEW	39,200	—	+39,200	—	—	$389.3K	—	2026-11-03
Ackerman Capital Advisors, LLC	INCREASED	35,721	25,963	+9,758	+38%	$301.2K	$354.7K	+$53.5K	2026-10-30
Whipplewood Advisors, LLC	DECREASED	32,736	32,930	-194	-1%	$382.0K	$325.1K	-$56.9K	2026-10-20
Verdence Capital Advisors LLC	DECREASED	31,550	51,353	-19,803	-39%	$595.7K	$313.3K	-$282.4K	2026-10-26
NWF Advisory Services Inc.	INCREASED	31,252	11,252	+20,000	+178%	$130.5K	$310.3K	+$179.8K	2026-10-19
Farther Finance Advisors, LLC	INCREASED	30,080	28,948	+1,132	+4%	$335.8K	$298.7K	-$37.1K	2026-10-08
Noble Wealth Management PBC	DECREASED	27,927	31,856	-3,929	-12%	$369.5K	$277.3K	-$92.2K	2026-10-01
Truist Financial Corp	DECREASED	27,195	31,183	-3,988	-13%	$361.7K	$270.0K	-$91.7K	2026-10-30
Creative Planning	INCREASED	27,154	26,914	+240	+1%	$312.2K	$269.6K	-$42.6K	2026-11-02
Thrivent Financial for Lutherans	NEW	26,829	—	+26,829	—	—	$267.0K	—	2026-11-05
WealthBridge Capital Management, LLC	DECREASED	26,400	28,000	-1,600	-6%	$324.8K	$262.2K	-$62.6K	2026-10-16
Ashton Thomas Private Wealth, LLC	UNCHANGED	26,100	26,100	0	0%	$302.8K	$259.2K	-$43.6K	2026-11-03
Stirlingshire Investments, Inc.	UNCHANGED	24,505	24,505	0	0%	$285.7K	$244.8K	-$40.9K	2026-11-05
Clear Creek Financial Management, LLC	INCREASED	22,384	17,111	+5,273	+31%	$198.5K	$222.3K	+$23.8K	2026-10-28
Mystic Asset Management, Inc.	DECREASED	22,028	37,007	-14,979	-40%	$429.3K	$218.7K	-$210.5K	2026-10-15
Choreo, LLC	DECREASED	21,510	23,367	-1,857	-8%	$272.5K	$214.9K	-$57.5K	2026-10-28
AmeriServ Wealth Advisors	UNCHANGED	20,591	20,591	0	0%	$238.9K	$204.5K	-$34.4K	2026-10-21
Closed-End Fund Advisors, Inc.	INCREASED	20,386	11,426	+8,960	+78%	$132.5K	$202.4K	+$69.9K	2026-11-04
Spire Wealth Management	INCREASED	18,000	9,000	+9,000	+100%	$104.4K	$178.7K	+$74.3K	2026-10-30
Chiron Capital Management, LLC	UNCHANGED	17,772	17,772	0	0%	$206.2K	$176.5K	-$29.7K	2026-10-15
Caldwell Trust Co	DECREASED	17,645	19,517	-1,872	-10%	$226.4K	$175.2K	-$51.2K	2026-10-30
Corps Capital Advisors, LLC	UNCHANGED	17,100	17,100	0	0%	$198.4K	$169.8K	-$28.6K	2026-11-05
Realta Investment Advisors	UNCHANGED	16,996	16,996	0	0%	$197.2K	$168.8K	-$28.4K	2026-10-14
Courier Capital LLC	UNCHANGED	16,000	16,000	0	0%	$185.6K	$158.9K	-$26.7K	2026-10-19
Wheelhouse Advisory Group LLC	DECREASED	14,912	17,304	-2,392	-14%	$200.7K	$148.1K	-$52.7K	2026-10-20
Stronghold Wealth Management L.L.C.	UNCHANGED	13,639	13,639	0	0%	$158.2K	$135.4K	-$22.8K	2026-10-16
StoneX Group Inc.	NEW	12,932	—	+12,932	—	—	$128.7K	—	2026-11-03
Plan A Wealth LLC	DECREASED	12,791	13,932	-1,141	-8%	$161.6K	$127.0K	-$34.6K	2026-10-08
Advisor OS, LLC	NEW	12,658	—	+12,658	—	—	$125.7K	—	2026-11-03
Sigma Planning Corp	INCREASED	12,452	12,420	+32	+0%	$144.1K	$123.6K	-$20.4K	2026-10-23
BAR Harbor Wealth Management	UNCHANGED	12,305	12,305	0	0%	$142.7K	$122.2K	-$20.5K	2026-10-21
Wealth Enhancement Advisory Services, LLC	INCREASED	11,969	10,051	+1,918	+19%	$116.3K	$118.6K	+$2.3K	2026-10-13
Meridian Wealth Management, LLC	UNCHANGED	11,955	11,955	0	0%	$138.7K	$118.7K	-$20.0K	2026-11-05
Fifth Third Bancorp	INCREASED	11,786	4,439	+7,347	+166%	$51.5K	$117.0K	+$65.5K	2026-11-05
Oppenheimer & Co Inc	DECREASED	11,385	19,511	-8,126	-42%	$226.3K	$113.1K	-$113.3K	2026-10-26
Fiduciary Financial Group, LLC	UNCHANGED	11,331	11,331	0	0%	$131.4K	$112.5K	-$18.9K	2026-10-13
CX Institutional	UNCHANGED	11,193	11,193	0	0%	$130.0K	$111	-$129.9K	2026-10-02
Total Investment Management Inc	INCREASED	11,011	10,962	+49	+0%	$122.8K	$109.3K	-$13.4K	2026-10-22
Traphagen Investment Advisors LLC	UNCHANGED	10,974	10,974	0	0%	$127.3K	$109.0K	-$18.3K	2026-10-14
RFG Advisory, LLC	DECREASED	10,665	11,165	-500	-4%	$129.5K	$105.9K	-$23.6K	2026-11-03
First City Capital Management, Inc.	UNCHANGED	10,548	10,548	0	0%	$122.4K	$104.7K	-$17.6K	2026-10-27
Avidian Wealth Enterprises, LLC	INCREASED	10,263	10,107	+156	+2%	$117.2K	$101.9K	-$15.3K	2026-10-08
US Bancorp \de\	UNCHANGED	7,760	7,760	0	0%	$90.0K	$77.1K	-$13.0K	2026-11-05
Chung Wu Investment Group, LLC	UNCHANGED	7,000	7,000	0	0%	$81.2K	$69.5K	-$11.7K	2026-11-03
Bokf, NA	UNCHANGED	6,534	6,534	0	0%	$75.8K	$64.9K	-$10.9K	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	3,980	3,980	0	0%	$46.2K	$39.5K	-$6.6K	2026-10-21
Lanark Financial, Inc.	UNCHANGED	3,194	3,194	0	0%	$37.1K	$31.7K	-$5.3K	2026-10-26
Pinnacle Wealth Planning Services, Inc.	DECREASED	3,103	3,560	-457	-13%	$41.3K	$30.8K	-$10.5K	2026-10-27
High Note Wealth, LLC	DECREASED	2,059	2,086	-27	-1%	$24.2K	$20.4K	-$3.8K	2026-10-27
Chilton Capital Management LLC	UNCHANGED	1,811	1,811	0	0%	$21.0K	$18.0K	-$3.0K	2026-10-28
Wilmington Savings Fund Society, FSB	NEW	1,450	—	+1,450	—	—	$14.4K	—	2026-10-23
Highline Wealth Partners LLC	UNCHANGED	1,348	1,348	0	0%	$15.6K	$13.4K	-$2.3K	2026-10-19
Hanson & Doremus Investment Management	UNCHANGED	1,300	1,300	0	0%	$15.0K	$13.0K	-$2.0K	2026-10-16
WPG Advisers, LLC	INCREASED	1,116	987	+129	+13%	$11.4K	$11.1K	-$367	2026-10-27
FNY Investment Advisers, LLC	UNCHANGED	1,100	1,100	0	0%	$12	$10	-$2	2026-10-16
Blue Bell Private Wealth Management, LLC	INCREASED	1,071	726	+345	+48%	$8.4K	$10.6K	+$2.2K	2026-10-29
Bare Financial Services, Inc	UNCHANGED	1,055	1,055	0	0%	$12.2K	$10.5K	-$1.8K	2026-11-04
CoreCap Advisors, LLC	DECREASED	1,023	1,553	-530	-34%	$18.0K	$10.2K	-$7.9K	2026-10-08
Essential Investment Partners LLC	UNCHANGED	987	987	0	0%	$11.4K	$9.8K	-$1.6K	2026-10-27
Ascentis Wealth Management, LLC	UNCHANGED	932	932	0	0%	$10.8K	$9.3K	-$1.6K	2026-11-03
Triumph Capital Management	UNCHANGED	748	748	0	0%	$8.7K	$7.4K	-$1.2K	2026-10-14
Eastern Bank	UNCHANGED	571	571	0	0%	$6.6K	$5.7K	-$954	2026-10-05
West Branch Capital LLC	DECREASED	500	1,200	-700	-58%	$13.9K	$5.0K	-$9.0K	2026-10-20
Plancorp, LLC	CLOSED	0	39,639	-39,639	-100%	$435.6K	$0	-$435.6K	2026-11-03
Brandywine OAK Private Wealth LLC	CLOSED	0	15,780	-15,780	-100%	$183.0K	$0	-$183.0K	2026-10-23
First Horizon Corp	CLOSED	0	2,931	-2,931	-100%	$34.0K	$0	-$34.0K	2026-10-26
Vima LLC	CLOSED	0	2,781	-2,781	-100%	$32.3K	$0	-$32.3K	2026-10-23
Davis Capital Management	CLOSED	0	1,774	-1,774	-100%	$20.6K	$0	-$20.6K	2026-10-08
Mascoma Wealth Management LLC	CLOSED	0	724	-724	-100%	$8.4K	$0	-$8.4K	2026-10-23
AdvisorNet Financial, Inc	CLOSED	0	612	-612	-100%	$7.1K	$0	-$7.1K	2026-10-15
Tsfg, LLC	CLOSED	0	448	-448	-100%	$5	$0	-$5	2026-10-23
Decker Retirement Planning Inc.	CLOSED	0	349	-349	-100%	$4.0K	$0	-$4.0K	2026-10-19
Signature Resources Capital Management, LLC	CLOSED	0	106	-106	-100%	$1.2K	$0	-$1.2K	2026-10-16
Morgan Stanley	N/A	—	7,899,423	-7,899,423	-100%	$91.6M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	7,094,331	-7,094,331	-100%	$82.3M	—	—	—
Karpus Management, Inc.	N/A	—	2,414,908	-2,414,908	-100%	$28.0M	—	—	—
Guggenheim Capital LLC	N/A	—	2,362,187	-2,362,187	-100%	$27.4M	—	—	—
Bank of America Corp	N/A	—	1,818,147	-1,818,147	-100%	$21.1M	—	—	—
UBS Group AG	N/A	—	1,679,293	-1,679,293	-100%	$19.5M	—	—	—
Robinson Capital Management, LLC	N/A	—	1,632,324	-1,632,324	-100%	$18.9M	—	—	—
Wells Fargo & Company	N/A	—	1,356,783	-1,356,783	-100%	$15.7M	—	—	—
Van Eck Associates Corp	N/A	—	1,194,747	-1,194,747	-100%	$13.9M	—	—	—
Raymond James Financial Inc	N/A	—	1,056,807	-1,056,807	-100%	$12.3M	—	—	—
LPL Financial LLC	N/A	—	908,384	-908,384	-100%	$10.5M	—	—	—
Cornerstone Advisory, LLC	N/A	—	838,561	-838,561	-100%	$9.7M	—	—	—
SIT Investment Associates Inc	N/A	—	816,794	-816,794	-100%	$9.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	449,689	-449,689	-100%	$5.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	354,755	-354,755	-100%	$4.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	353,539	-353,539	-100%	$4.1M	—	—	—
Brown Brothers Harriman & Co	N/A	—	351,158	-351,158	-100%	$4.1M	—	—	—
Cetera Investment Advisers	N/A	—	336,812	-336,812	-100%	$3.9M	—	—	—
Cura Wealth Advisors, LLC	N/A	—	269,000	-269,000	-100%	$3.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	257,407	-257,407	-100%	$3.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	256,126	-256,126	-100%	$3.0M	—	—	—
Ameriprise Financial Inc	N/A	—	242,422	-242,422	-100%	$2.8M	—	—	—
Melfa Wealth Management, Inc.	N/A	—	223,331	-223,331	-100%	$2.6M	—	—	—
Fiera Capital Corp	N/A	—	220,828	-220,828	-100%	$2.6M	—	—	—
Cohen & Steers, Inc.	N/A	—	210,024	-210,024	-100%	$2.4M	—	—	—
Royal Bank of Canada	N/A	—	208,789	-208,789	-100%	$2.4M	—	—	—
Westchester Capital Management, LLC	N/A	—	188,139	-188,139	-100%	$2.2M	—	—	—
Toronto Dominion Bank	N/A	—	174,894	-174,894	-100%	$2.0M	—	—	—
Invesco Ltd.	N/A	—	163,260	-163,260	-100%	$1.9M	—	—	—
HighTower Advisors, LLC	N/A	—	157,180	-157,180	-100%	$1.8M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	152,738	-152,738	-100%	$1.8M	—	—	—
Intellectus Partners, LLC	N/A	—	121,927	-121,927	-100%	$1.4M	—	—	—
Dakota Wealth Management	N/A	—	118,534	-118,534	-100%	$1.4M	—	—	—
KIM, LLC	N/A	—	109,137	-109,137	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	99,798	-99,798	-100%	$1.2M	—	—	—
Mutual Advisors, LLC	N/A	—	95,700	-95,700	-100%	$1.1M	—	—	—
Summit Trail Advisors, LLC	N/A	—	95,698	-95,698	-100%	$1.1M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	82,345	-82,345	-100%	$955.2K	—	—	—
Benjamin Edwards Inc	N/A	—	80,894	-80,894	-100%	$938.4K	—	—	—
MML Investors Services, LLC	N/A	—	79,429	-79,429	-100%	$921.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	77,877	-77,877	-100%	$903.0K	—	—	—
Nuveen, LLC	N/A	—	67,786	-67,786	-100%	$786.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	67,765	-67,765	-100%	$786.1K	—	—	—
MAI Capital Management	N/A	—	62,416	-62,416	-100%	$724.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	51,735	-51,735	-100%	$600.1K	—	—	—
Rothschild Investment LLC	N/A	—	43,607	-43,607	-100%	$505.8K	—	—	—
Canal Capital Management, LLC	N/A	—	42,837	-42,837	-100%	$496.9K	—	—	—
Jane Street Group, LLC	N/A	—	41,308	-41,308	-100%	$479.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	40,916	-40,916	-100%	$474.6K	—	—	—
Callahan Advisors, LLC	N/A	—	40,194	-40,194	-100%	$466.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	39,547	-39,547	-100%	$458.7K	—	—	—
Readystate Asset Management LP	N/A	—	35,108	-35,108	-100%	$407.3K	—	—	—
BFC Planning, Inc.	N/A	—	32,274	-32,274	-100%	$374.4K	—	—	—
&partners	N/A	—	32,208	-32,208	-100%	$373.6K	—	—	—
Modern Wealth Management, LLC	N/A	—	30,936	-30,936	-100%	$358.9K	—	—	—
M&T Bank Corp	N/A	—	30,689	-30,689	-100%	$356.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	30,265	-30,265	-100%	$351.1K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	28,203	-28,203	-100%	$327.2K	—	—	—
Summit Financial, LLC	N/A	—	25,953	-25,953	-100%	$301.1K	—	—	—
Private Advisor Group, LLC	N/A	—	25,656	-25,656	-100%	$297.6K	—	—	—
Advyzon Investment Management, LLC	N/A	—	24,505	-24,505	-100%	$284.3K	—	—	—
Ranch Capital Advisors Inc.	N/A	—	24,130	-24,130	-100%	$279.9K	—	—	—
GatePass Capital, LLC	N/A	—	23,681	-23,681	-100%	$274.7K	—	—	—
Citadel Advisors LLC	N/A	—	21,311	-21,311	-100%	$247.2K	—	—	—
Palogic Value Management, L.P.	N/A	—	20,000	-20,000	-100%	$232.0K	—	—	—
Merit Financial Group, LLC	N/A	—	19,026	-19,026	-100%	$220.7K	—	—	—
Hollencrest Capital Management	N/A	—	18,094	-18,094	-100%	$209.9K	—	—	—
OneAscent Financial Services LLC	N/A	—	17,660	-17,660	-100%	$204.9K	—	—	—
Wellspring Financial Advisors, LLC	N/A	—	17,559	-17,559	-100%	$203.7K	—	—	—
Tyche Wealth Partners LLC	N/A	—	16,729	-16,729	-100%	$194.1K	—	—	—
Advisory Services Network, LLC	N/A	—	16,503	-16,503	-100%	$191.4K	—	—	—
Nomura Holdings Inc	N/A	—	16,000	-16,000	-100%	$185.6K	—	—	—
World Investment Advisors	N/A	—	15,713	-15,713	-100%	$172.5K	—	—	—
Cerity Partners LLC	N/A	—	15,008	-15,008	-100%	$174.1K	—	—	—
Koss-Olinger Consulting, LLC	N/A	—	14,962	-14,962	-100%	$173.6K	—	—	—
Boothbay Fund Management, LLC	N/A	—	14,442	-14,442	-100%	$167.5K	—	—	—
Sfmg, LLC	N/A	—	12,159	-12,159	-100%	$141.0K	—	—	—
First Trust Advisors LP	N/A	—	12,033	-12,033	-100%	$139.6K	—	—	—
Focus Partners Wealth	N/A	—	11,905	-11,905	-100%	$138.2K	—	—	—
Bank of Montreal	N/A	—	11,460	-11,460	-100%	$132.9K	—	—	—
Mariner, LLC	N/A	—	11,319	-11,319	-100%	$131.3K	—	—	—
Centaurus Financial, Inc.	N/A	—	11,192	-11,192	-100%	$130.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	11,006	-11,006	-100%	$127.7K	—	—	—
Moors & Cabot, Inc.	N/A	—	10,325	-10,325	-100%	$119.8K	—	—	—
Alesco Advisors, LLC, An ESL Co	N/A	—	10,117	-10,117	-100%	$117.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	10,000	-10,000	-100%	$116.0K	—	—	—
Wealth Alliance, LLC	N/A	—	10,000	-10,000	-100%	$116.0K	—	—	—
Harbour Investments, Inc.	N/A	—	9,243	-9,243	-100%	$107.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	9,009	-9,009	-100%	$104.5K	—	—	—
Huntington National Bank	N/A	—	8,504	-8,504	-100%	$98.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	8,500	-8,500	-100%	$98.6K	—	—	—
Anchor Investment Management, LLC	N/A	—	8,012	-8,012	-100%	$92.9K	—	—	—
PlanVest Financial, Inc	N/A	—	7,927	-7,927	-100%	$92.0K	—	—	—
CoreFirst Bank & Trust	N/A	—	6,599	-6,599	-100%	$76.5K	—	—	—
Allworth Financial LP	N/A	—	4,952	-4,952	-100%	$57.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	4,601	-4,601	-100%	$53.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	3,133	-3,133	-100%	$36.3K	—	—	—
Penserra Capital Management LLC	N/A	—	2,814	-2,814	-100%	$32	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,321	-2,321	-100%	$26.9K	—	—	—
Allied Private Wealth LLC	N/A	—	2,149	-2,149	-100%	$24.8K	—	—	—
Vanguard National Trust Co	N/A	—	900	-900	-100%	$10.4K	—	—	—
SHP Wealth Management	N/A	—	860	-860	-100%	$10.0K	—	—	—
Aventura Private Wealth, LLC	N/A	—	755	-755	-100%	$8.8K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	524	-524	-100%	$6.1K	—	—	—
CNB Bank	N/A	—	332	-332	-100%	$3.9K	—	—	—
Gould Capital, LLC	N/A	—	308	-308	-100%	$3.6K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	299	-299	-100%	$3.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	197	-197	-100%	$2.3K	—	—	—
IMA Advisory Services, Inc.	N/A	—	127	-127	-100%	$1.5K	—	—	—
JPMorgan Chase & Co	N/A	—	126	-126	-100%	$1.5K	—	—	—
Clear Street Group Inc.	N/A	—	106	-106	-100%	$1.2K	—	—	—

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