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SRH Total Return Fund Inc (STEW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
JP Wealth Management, Inc.
DECREASED
Shares1,572,713 from 1,573,433
Change-720 (0%)
Value$27.3M (-$846.4K)
Filed 2026-10-07
Allspring Global Investments Holdings, LLC
INCREASED
Shares891,672 from 853,372
Change+38,300 (+4%)
Value$15.5M (+$213.0K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED
Shares401,544 from 373,762
Change+27,782 (+7%)
Value$7.0M (+$284.5K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED
Shares359,766 from 405,048
Change-45,282 (-11%)
Value$6.2M (-$972.9K)
Filed 2026-10-13
Matisse Capital
UNCHANGED
Shares226,000 from 226,000
Change0 (0%)
Value$3.9M (-$119.8K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares225,518 from 214,190
Change+11,328 (+5%)
Value$3.9M (+$83.2K)
Filed 2026-10-26
Wolverine Asset Management LLC
INCREASED
Shares200,913 from 178,469
Change+22,444 (+13%)
Value$3.5M (+$295.3K)
Filed 2026-11-02
Shaker Financial Services, LLC
DECREASED
Shares179,744 from 298,716
Change-118,972 (-40%)
Value$3.1M (-$2.2M)
Filed 2026-10-14
Kingdom Financial Group Llc.
DECREASED
Shares149,628 from 163,061
Change-13,433 (-8%)
Value$2.6M (-$319.8K)
Filed 2026-11-04
SRH Advisors, LLC
DECREASED
Shares144,761 from 164,822
Change-20,061 (-12%)
Value$2.5M (-$435.8K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares138,882 from 135,877
Change+3,005 (+2%)
Value$2.4M (-$20.0K)
Filed 2026-11-02
Uhlmann Price Securities, LLC
INCREASED
Shares137,138 from 114,375
Change+22,763 (+20%)
Value$2.4M (+$334.7K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares93,787 from 96,227
Change-2,440 (-3%)
Value$1.6M (-$93.0K)
Filed 2026-10-26
D.A. Davidson & Co.
DECREASED
Shares81,760 from 83,703
Change-1,943 (-2%)
Value$1.4M (-$78.1K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares75,505 from 74,877
Change+628 (+1%)
Value$1.3M (-$28.8K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares72,775 from 72,775
Change0 (0%)
Value$1.3M (-$38.6K)
Filed 2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED
Shares69,330 from 59,365
Change+9,965 (+17%)
Value$1.2M (+$141.6K)
Filed 2026-11-04
Advisory Advocates, LLC
DECREASED
Shares59,421 from 61,910
Change-2,489 (-4%)
Value$1.0M (-$76.0K)
Filed 2026-11-05
DCF Advisers, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$868.5K (-$26.5K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
DECREASED
Shares37,000 from 38,600
Change-1,600 (-4%)
Value$642.7K (-$48.3K)
Filed 2026-10-28
Grace & White Inc
UNCHANGED
Shares36,560 from 36,560
Change0 (0%)
Value$635.0K (-$19.4K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares31,961 from 32,524
Change-563 (-2%)
Value$555.2K (-$27.0K)
Filed 2026-11-02
Calamos Advisors LLC
NEW
Shares28,207
Change+28,207
Value$490.0K
Filed 2026-11-02
Joel Isaacson & Co., LLC
UNCHANGED
Shares24,867 from 24,867
Change0 (0%)
Value$431.9K (-$13.2K)
Filed 2026-11-05
Meridian Wealth Management, LLC
UNCHANGED
Shares23,756 from 23,756
Change0 (0%)
Value$412.6K (-$12.6K)
Filed 2026-11-05
Closed-End Fund Advisors, Inc.
DECREASED
Shares22,459 from 23,039
Change-580 (-3%)
Value$390.1K (-$22.3K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares21,443 from 18,982
Change+2,461 (+13%)
Value$372.5K (+$32.7K)
Filed 2026-11-02
NWF Advisory Services Inc.
UNCHANGED
Shares19,250 from 19,250
Change0 (0%)
Value$334.4K (-$10.2K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares19,198 from 19,856
Change-658 (-3%)
Value$333.5K (-$22.0K)
Filed 2026-10-28
Sather Financial Group Inc
UNCHANGED
Shares19,159 from 19,159
Change0 (0%)
Value$332.8K (-$10.2K)
Filed 2026-10-30
Stolper Co
UNCHANGED
Shares17,596 from 17,596
Change0 (0%)
Value$306.0K (-$9.0K)
Filed 2026-10-13
Smithbridge Asset Management Inc
NEW
Shares17,250
Change+17,250
Value$299.6K
Filed 2026-10-19
Sage Capital Management, LLC
INCREASED
Shares16,608 from 11,269
Change+5,339 (+47%)
Value$288.5K (+$86.8K)
Filed 2026-10-20
WestHill Financial Advisors, Inc.
UNCHANGED
Shares16,168 from 16,168
Change0 (0%)
Value$280.8K (-$8.6K)
Filed 2026-10-14
Nations Financial Group Inc,
INCREASED
Shares15,599 from 11,500
Change+4,099 (+36%)
Value$271.0K (+$65.1K)
Filed 2026-11-05
Post Resch Tallon Group Inc.
NEW
Shares14,404
Change+14,404
Value$250.2K
Filed 2026-10-09
Nitor Capital Management, LLC
UNCHANGED
Shares14,151 from 14,151
Change0 (0%)
Value$245.8K (-$7.5K)
Filed 2026-11-04
Greenwood Gearhart LLC
UNCHANGED
Shares14,128 from 14,128
Change0 (0%)
Value$245.4K (-$7.5K)
Filed 2026-11-02
Integrated Capital Management, Inc.
DECREASED
Shares13,007 from 14,857
Change-1,850 (-12%)
Value$225.9K (-$40.0K)
Filed 2026-10-09
Horizon Wealth Management, LLC
UNCHANGED
Shares12,503 from 12,503
Change0 (0%)
Value$217.2K (-$6.6K)
Filed 2026-11-02
Decision Investments, Inc
UNCHANGED
Shares11,641 from 11,641
Change0 (0%)
Value$202.2K (-$6.2K)
Filed 2026-10-07
Creative Planning
NEW
Shares10,660
Change+10,660
Value$185.2K
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares8,486 from 8,440
Change+46 (+1%)
Value$147.4K (-$3.7K)
Filed 2026-10-26
Costello Asset Management, Inc
DECREASED
Shares6,753 from 6,816
Change-63 (-1%)
Value$117.3K (-$4.7K)
Filed 2026-10-30
Financial Consulate, Inc
INCREASED
Shares6,091 from 6,026
Change+65 (+1%)
Value$105.8K (-$2.1K)
Filed 2026-10-23
Nemes Rush Group LLC
INCREASED
Shares3,911 from 3,869
Change+42 (+1%)
Value$67.9K (-$1.3K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares2,005 from 2,018
Change-13 (-1%)
Value$34.8K (-$1.3K)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares1,363
Change+1,363
Value$23.7K
Filed 2026-11-05
Jnba Financial Advisors
NEW
Shares1,000
Change+1,000
Value$17.4K
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares200 from 2,452
Change-2,252 (-92%)
Value$3.5K (-$40.4K)
Filed 2026-10-14
Lodestone Wealth Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.5K (-$106)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$3.2K (-$97)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$3.2K (-$97)
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares167 from 365
Change-198 (-54%)
Value$2.9K (-$3.6K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares75
Change+75
Value$1.3K
Filed 2026-10-21
Carnegie Lake Advisors LLC
CLOSED
Shares0 from 10,745
Change-10,745 (-100%)
Value$0 (-$192.3K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-27
WPG Advisers, LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-27
Farther Finance Advisors, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$322)
Filed 2026-10-08
Clean Yield Group
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-28
Atlas Wealth LLC
N/A
Shares— from 3,511,313
Change-3,511,313 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,074,631
Change-2,074,631 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,798,842
Change-1,798,842 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 1,347,582
Change-1,347,582 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 891,906
Change-891,906 (-100%)
Value—
CSS LLC
N/A
Shares— from 461,965
Change-461,965 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 446,897
Change-446,897 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 443,600
Change-443,600 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 286,235
Change-286,235 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 256,158
Change-256,158 (-100%)
Value—
Quantedge Capital Pte Ltd
N/A
Shares— from 245,103
Change-245,103 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 204,363
Change-204,363 (-100%)
Value—
RPO LLC
N/A
Shares— from 178,990
Change-178,990 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 173,852
Change-173,852 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 172,065
Change-172,065 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 156,585
Change-156,585 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 155,599
Change-155,599 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 146,354
Change-146,354 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 133,773
Change-133,773 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 128,474
Change-128,474 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 111,819
Change-111,819 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 105,885
Change-105,885 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 103,631
Change-103,631 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
&partners
N/A
Shares— from 78,118
Change-78,118 (-100%)
Value—
UBS Group AG
N/A
Shares— from 76,169
Change-76,169 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,697
Change-75,697 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 70,790
Change-70,790 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 66,297
Change-66,297 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 51,285
Change-51,285 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 50,900
Change-50,900 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 47,042
Change-47,042 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 46,842
Change-46,842 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 43,487
Change-43,487 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 40,693
Change-40,693 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 38,509
Change-38,509 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 37,673
Change-37,673 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 36,324
Change-36,324 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 35,396
Change-35,396 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 34,823
Change-34,823 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 31,896
Change-31,896 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,707
Change-25,707 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 23,498
Change-23,498 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,819
Change-19,819 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 19,394
Change-19,394 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,885
Change-18,885 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 18,300
Change-18,300 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,467
Change-17,467 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,388
Change-17,388 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 15,481
Change-15,481 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,302
Change-15,302 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,678
Change-14,678 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 13,976
Change-13,976 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,426
Change-12,426 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 12,088
Change-12,088 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,164
Change-11,164 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 10,851
Change-10,851 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 10,587
Change-10,587 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 933
Change-933 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8
Change-8 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
JP Wealth Management, Inc.
DECREASED1,572,7131,573,433-7200%$28.2M$27.3M-$846.4K2026-10-07
Allspring Global Investments Holdings, LLC
INCREASED891,672853,372+38,300+4%$15.3M$15.5M+$213.0K2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED401,544373,762+27,782+7%$6.7M$7.0M+$284.5K2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED359,766405,048-45,282-11%$7.2M$6.2M-$972.9K2026-10-13
Matisse Capital
UNCHANGED226,000226,00000%$4.0M$3.9M-$119.8K2026-10-29
Flagship Harbor Advisors, LLC
INCREASED225,518214,190+11,328+5%$3.8M$3.9M+$83.2K2026-10-26
Wolverine Asset Management LLC
INCREASED200,913178,469+22,444+13%$3.2M$3.5M+$295.3K2026-11-02
Shaker Financial Services, LLC
DECREASED179,744298,716-118,972-40%$5.3M$3.1M-$2.2M2026-10-14
Kingdom Financial Group Llc.
DECREASED149,628163,061-13,433-8%$2.9M$2.6M-$319.8K2026-11-04
SRH Advisors, LLC
DECREASED144,761164,822-20,061-12%$3.0M$2.5M-$435.8K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED138,882135,877+3,005+2%$2.4M$2.4M-$20.0K2026-11-02
Uhlmann Price Securities, LLC
INCREASED137,138114,375+22,763+20%$2.0M$2.4M+$334.7K2026-11-03
Park Avenue Securities LLC
DECREASED93,78796,227-2,440-3%$1.7M$1.6M-$93.0K2026-10-26
D.A. Davidson & Co.
DECREASED81,76083,703-1,943-2%$1.5M$1.4M-$78.1K2026-10-28
Oppenheimer & Co Inc
INCREASED75,50574,877+628+1%$1.3M$1.3M-$28.8K2026-10-26
Kingswood Wealth Advisors, LLC
UNCHANGED72,77572,77500%$1.3M$1.3M-$38.6K2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED69,33059,365+9,965+17%$1.1M$1.2M+$141.6K2026-11-04
Advisory Advocates, LLC
DECREASED59,42161,910-2,489-4%$1.1M$1.0M-$76.0K2026-11-05
DCF Advisers, LLC
UNCHANGED50,00050,00000%$895.0K$868.5K-$26.5K2026-11-04
Clear Creek Financial Management, LLC
DECREASED37,00038,600-1,600-4%$690.9K$642.7K-$48.3K2026-10-28
Grace & White Inc
UNCHANGED36,56036,56000%$654.4K$635.0K-$19.4K2026-10-23
Commonwealth Equity Services, LLC
DECREASED31,96132,524-563-2%$582.2K$555.2K-$27.0K2026-11-02
Calamos Advisors LLC
NEW28,207—+28,207——$490.0K—2026-11-02
Joel Isaacson & Co., LLC
UNCHANGED24,86724,86700%$445.1K$431.9K-$13.2K2026-11-05
Meridian Wealth Management, LLC
UNCHANGED23,75623,75600%$425.2K$412.6K-$12.6K2026-11-05
Closed-End Fund Advisors, Inc.
DECREASED22,45923,039-580-3%$412.4K$390.1K-$22.3K2026-11-04
Kestra Advisory Services, LLC
INCREASED21,44318,982+2,461+13%$339.8K$372.5K+$32.7K2026-11-02
NWF Advisory Services Inc.
UNCHANGED19,25019,25000%$344.6K$334.4K-$10.2K2026-10-19
Heritage Wealth Management, Inc.
DECREASED19,19819,856-658-3%$355.4K$333.5K-$22.0K2026-10-28
Sather Financial Group Inc
UNCHANGED19,15919,15900%$342.9K$332.8K-$10.2K2026-10-30
Stolper Co
UNCHANGED17,59617,59600%$315.0K$306.0K-$9.0K2026-10-13
Smithbridge Asset Management Inc
NEW17,250—+17,250——$299.6K—2026-10-19
Sage Capital Management, LLC
INCREASED16,60811,269+5,339+47%$201.7K$288.5K+$86.8K2026-10-20
WestHill Financial Advisors, Inc.
UNCHANGED16,16816,16800%$289.4K$280.8K-$8.6K2026-10-14
Nations Financial Group Inc,
INCREASED15,59911,500+4,099+36%$205.9K$271.0K+$65.1K2026-11-05
Post Resch Tallon Group Inc.
NEW14,404—+14,404——$250.2K—2026-10-09
Nitor Capital Management, LLC
UNCHANGED14,15114,15100%$253.3K$245.8K-$7.5K2026-11-04
Greenwood Gearhart LLC
UNCHANGED14,12814,12800%$252.9K$245.4K-$7.5K2026-11-02
Integrated Capital Management, Inc.
DECREASED13,00714,857-1,850-12%$265.9K$225.9K-$40.0K2026-10-09
Horizon Wealth Management, LLC
UNCHANGED12,50312,50300%$223.8K$217.2K-$6.6K2026-11-02
Decision Investments, Inc
UNCHANGED11,64111,64100%$208.4K$202.2K-$6.2K2026-10-07
Creative Planning
NEW10,660—+10,660——$185.2K—2026-11-02
Lanark Financial, Inc.
INCREASED8,4868,440+46+1%$151.1K$147.4K-$3.7K2026-10-26
Costello Asset Management, Inc
DECREASED6,7536,816-63-1%$122.0K$117.3K-$4.7K2026-10-30
Financial Consulate, Inc
INCREASED6,0916,026+65+1%$107.9K$105.8K-$2.1K2026-10-23
Nemes Rush Group LLC
INCREASED3,9113,869+42+1%$69.3K$67.9K-$1.3K2026-11-04
Fifth Third Bancorp
DECREASED2,0052,018-13-1%$36.1K$34.8K-$1.3K2026-11-05
US Bancorp \de\
NEW1,363—+1,363——$23.7K—2026-11-05
Jnba Financial Advisors
NEW1,000—+1,000——$17.4K—2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2002,452-2,252-92%$43.9K$3.5K-$40.4K2026-10-14
Lodestone Wealth Management LLC
UNCHANGED20020000%$3.6K$3.5K-$1062026-10-14
Asset Dedication, LLC
UNCHANGED18418400%$3.3K$3.2K-$972026-11-03
NorthAvenue LLC
UNCHANGED18418400%$3.3K$3.2K-$972026-10-29
Assetmark, Inc
DECREASED167365-198-54%$6.5K$2.9K-$3.6K2026-10-21
Root Financial Partners, LLC
NEW75—+75——$1.3K—2026-10-21
Carnegie Lake Advisors LLC
CLOSED010,745-10,745-100%$192.3K$0-$192.3K2026-11-03
MCF Advisors LLC
CLOSED01,060-1,060-100%$19.0K$0-$19.0K2026-10-28
AdvisorNet Financial, Inc
CLOSED0500-500-100%$9.0K$0-$9.0K2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED0136-136-100%$2.4K$0-$2.4K2026-10-27
WPG Advisers, LLC
CLOSED085-85-100%$1.5K$0-$1.5K2026-10-27
Farther Finance Advisors, LLC
CLOSED018-18-100%$322$0-$3222026-10-08
Clean Yield Group
UNCHANGED000—$1$1$02026-10-28
Atlas Wealth LLC
N/A—3,511,313-3,511,313-100%$62.9M———
Morgan Stanley
N/A—2,074,631-2,074,631-100%$37.1M———
1607 Capital Partners, LLC
N/A—1,798,842-1,798,842-100%$32.2M———
Bulldog Investors, LLPA
N/A—1,347,582-1,347,582-100%$24.1M———
Pathstone Holdings, LLC
N/A—891,906-891,906-100%$16.0M———
CSS LLC
N/A—461,965-461,965-100%$8.3M———
LPL Financial LLC
N/A—446,897-446,897-100%$8.0M———
GatePass Capital, LLC
N/A—443,600-443,600-100%$7.9M———
Bank of America Corp
N/A—286,235-286,235-100%$5.1M———
Cohen & Steers, Inc.
N/A—256,158-256,158-100%$4.6M———
Quantedge Capital Pte Ltd
N/A—245,103-245,103-100%$4.4M———
Raymond James Financial Inc
N/A—204,363-204,363-100%$3.7M———
RPO LLC
N/A—178,990-178,990-100%$3.2M———
Wells Fargo & Company
N/A—173,852-173,852-100%$3.1M———
Winning Points Advisors, LLC
N/A—172,065-172,065-100%$3.1M———
Principal Securities, Inc.
N/A—156,585-156,585-100%$2.8M———
Rockefeller Capital Management L.P.
N/A—155,599-155,599-100%$2.8M———
Evolve Private Wealth, LLC
N/A—146,354-146,354-100%$2.6M———
Almitas Capital LLC
N/A—133,773-133,773-100%$2.4M———
Royal Bank of Canada
N/A—128,474-128,474-100%$2.3M———
Capstone Investment Advisors, LLC
N/A—111,819-111,819-100%$2.0M———
Envestnet Asset Management Inc
N/A—105,885-105,885-100%$1.9M———
HighTower Advisors, LLC
N/A—103,631-103,631-100%$1.9M———
SouthState Bank Corp
N/A—100,000-100,000-100%$1.8M———
&partners
N/A—78,118-78,118-100%$1.4M———
UBS Group AG
N/A—76,169-76,169-100%$1.4M———
NewEdge Advisors, LLC
N/A—75,697-75,697-100%$1.4M———
MML Investors Services, LLC
N/A—70,790-70,790-100%$1.3M———
Boothbay Fund Management, LLC
N/A—66,297-66,297-100%$1.2M———
Peak Asset Management, LLC
N/A—51,285-51,285-100%$918.0K———
Monetary Management Group Inc
N/A—50,900-50,900-100%$911.1K———
Advisors Asset Management, Inc.
N/A—47,042-47,042-100%$842.1K———
WealthTrust Axiom LLC
N/A—46,842-46,842-100%$838.5K———
Twin Focus Capital Partners, LLC
N/A—43,487-43,487-100%$778.4K———
Private Advisor Group, LLC
N/A—40,693-40,693-100%$728.4K———
Osaic Holdings, Inc.
N/A—38,509-38,509-100%$689.3K———
Flputnam Investment Management Co
N/A—37,673-37,673-100%$674.3K———
Stifel Financial Corp
N/A—36,324-36,324-100%$650.2K———
Readystate Asset Management LP
N/A—35,396-35,396-100%$633.6K———
Janney Montgomery Scott LLC
N/A—34,823-34,823-100%$623.0K———
XTX Topco Ltd
N/A—31,896-31,896-100%$570.9K———
Cetera Investment Advisers
N/A—25,707-25,707-100%$460.2K———
Level Four Advisory Services, LLC
N/A—23,498-23,498-100%$420.6K———
BFC Planning, Inc.
N/A—19,819-19,819-100%$354.8K———
Guggenheim Capital LLC
N/A—19,394-19,394-100%$347.2K———
Northwestern Mutual Wealth Management Co
N/A—18,885-18,885-100%$338.0K———
Roundview Capital LLC
N/A—18,300-18,300-100%$327.6K———
Stratos Wealth Partners, Ltd.
N/A—17,467-17,467-100%$312.7K———
Mariner, LLC
N/A—17,388-17,388-100%$311.3K———
Ancora Advisors LLCA
N/A—15,481-15,481-100%$277.1K———
Waverly Advisors, LLC
N/A—15,302-15,302-100%$273.9K———
Wealthspire Advisors, LLC
N/A—14,678-14,678-100%$262.7K———
Hanover Advisors Inc
N/A—13,976-13,976-100%$250.2K———
Jones Financial Companies Lllp
N/A—12,575-12,575-100%$223.3K———
Mercer Global Advisors Inc
N/A—12,426-12,426-100%$222.4K———
Z3 Capital Partners, LLC
N/A—12,088-12,088-100%$216.4K———
Stephens Inc
N/A—11,583-11,583-100%$207.3K———
Jane Street Group, LLC
N/A—11,368-11,368-100%$203.5K———
Steward Partners Investment Advisory, LLC
N/A—11,164-11,164-100%$199.8K———
Camelot Portfolios, LLC
N/A—10,851-10,851-100%$194.2K———
Basepoint Wealth LLC
N/A—10,587-10,587-100%$189.5K———
Caldwell Sutter Capital, Inc.
N/A—8,486-8,486-100%$151.9K———
Global Retirement Partners, LLC
N/A—6,406-6,406-100%$114.7K———
Colonial Trust Advisors
N/A—5,289-5,289-100%$94.7K———
Institute for Wealth Management, Llc.
N/A—4,802-4,802-100%$86.0K———
IFG Advisory, LLC
N/A—1,702-1,702-100%$30.5K———
Game Plan Financial Advisors, LLC
N/A—1,000-1,000-100%$17.9K———
Merrithew & Thorsten Inc
N/A—933-933-100%$16———
Harbour Investments, Inc.
N/A—460-460-100%$8.2K———
Thomas J. Herzfeld Advisors, Inc.
N/A—380-380-100%$6.8K———
Nalls Sherbakoff Group, LLC
N/A—312-312-100%$5.6K———
PNC Financial Services Group, Inc.
N/A—220-220-100%$3.9K———
Allworth Financial LP
N/A—8-8-100%$146———
Kilter Group LLC
N/A—1-1-100%$17———
Showing 136 of 136 institutions