Broadmark Realty Capital

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

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

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UBS Asset Management Americas LLC

UNCHANGED

Shares225,490 from 225,490

Change0 (0%)

Value$1.1M ($0)

Filed 2023-08-11

Vanguard Group Inc

CLOSED

Shares0 from 12,578,554

Change-12,578,554 (-100%)

Value$0 (-$59.1M)

Filed 2023-08-14

BlackRock Inc.

CLOSED

Shares0 from 11,182,196

Change-11,182,196 (-100%)

Value$0 (-$52.6M)

Filed 2023-08-11

Citadel Advisors LLC

CLOSED

Shares0 from 3,302,195

Change-3,302,195 (-100%)

Value$0 (-$15.5M)

Filed 2023-08-14

Magnetar Financial LLC

CLOSED

Shares0 from 2,973,949

Change-2,973,949 (-100%)

Value$0 (-$14.0M)

Filed 2023-08-11

State Street Corp

CLOSED

Shares0 from 2,683,426

Change-2,683,426 (-100%)

Value$0 (-$12.7M)

Filed 2023-08-14

Geode Capital Management, LLC

CLOSED

Shares0 from 2,579,208

Change-2,579,208 (-100%)

Value$0 (-$12.1M)

Filed 2023-08-11

Washington Trust Bank

CLOSED

Shares0 from 2,569,424

Change-2,569,424 (-100%)

Value$0 (-$12.1M)

Filed 2023-08-10

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 1,643,656

Change-1,643,656 (-100%)

Value$0 (-$7.7M)

Filed 2023-08-10

Verition Fund Management LLC

CLOSED

Shares0 from 1,594,956

Change-1,594,956 (-100%)

Value$0 (-$7.5M)

Filed 2023-08-14

Nuveen Asset Management, LLC

CLOSED

Shares0 from 1,203,486

Change-1,203,486 (-100%)

Value$0 (-$5.7K)

Filed 2023-08-16

Northern Trust Corp

CLOSED

Shares0 from 1,183,493

Change-1,183,493 (-100%)

Value$0 (-$5.6M)

Filed 2023-08-11

Citigroup Inc

CLOSED

Shares0 from 1,153,417

Change-1,153,417 (-100%)

Value$0 (-$5.4M)

Filed 2023-08-10

Prairiewood Capital, LLC

CLOSED

Shares0 from 922,501

Change-922,501 (-100%)

Value$0 (-$4.3M)

Filed 2023-07-24

Versor Investments LP

CLOSED

Shares0 from 809,352

Change-809,352 (-100%)

Value$0 (-$3.8M)

Filed 2023-08-07

Northeast Financial Consultants Inc

CLOSED

Shares0 from 734,414

Change-734,414 (-100%)

Value$0 (-$3.5M)

Filed 2023-08-08

Morgan Stanley

CLOSED

Shares0 from 729,560

Change-729,560 (-100%)

Value$0 (-$3.4M)

Filed 2023-08-14

Van Eck Associates Corp

CLOSED

Shares0 from 713,278

Change-713,278 (-100%)

Value$0 (-$3.4K)

Filed 2023-08-03

Goldman Sachs Group Inc

CLOSED

Shares0 from 655,867

Change-655,867 (-100%)

Value$0 (-$3.1M)

Filed 2024-05-14

Credit Suisse AG/

CLOSED

Shares0 from 646,898

Change-646,898 (-100%)

Value$0 (-$3.0M)

Filed 2023-08-11

JPMorgan Chase & Co

CLOSED

Shares0 from 603,096

Change-603,096 (-100%)

Value$0 (-$2.8M)

Filed 2023-08-11

Bank of New York Mellon Corp

CLOSED

Shares0 from 498,916

Change-498,916 (-100%)

Value$0 (-$2.3M)

Filed 2023-08-03

SVB Wealth LLC

CLOSED

Shares0 from 498,192

Change-498,192 (-100%)

Value$0 (-$2.3M)

Filed 2023-07-24

Invesco Ltd.

CLOSED

Shares0 from 437,695

Change-437,695 (-100%)

Value$0 (-$2.1M)

Filed 2023-08-11

Bank of America Corp

CLOSED

Shares0 from 429,911

Change-429,911 (-100%)

Value$0 (-$2.0M)

Filed 2023-08-14

Cerity Partners LLC

CLOSED

Shares0 from 420,758

Change-420,758 (-100%)

Value$0 (-$2.0M)

Filed 2023-08-14

New York Life Investment Management LLC

CLOSED

Shares0 from 417,923

Change-417,923 (-100%)

Value$0 (-$2.0M)

Filed 2023-08-07

AQR Arbitrage LLC

CLOSED

Shares0 from 410,209

Change-410,209 (-100%)

Value$0 (-$1.9M)

Filed 2023-08-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 397,156

Change-397,156 (-100%)

Value$0 (-$1.9M)

Filed 2023-08-11

Summit Global Investments

CLOSED

Shares0 from 344,184

Change-344,184 (-100%)

Value$0 (-$1.6K)

Filed 2023-07-19

Lido Advisors, LLC

CLOSED

Shares0 from 294,930

Change-294,930 (-100%)

Value$0 (-$1.4M)

Filed 2023-08-09

Swiss National Bank

CLOSED

Shares0 from 286,900

Change-286,900 (-100%)

Value$0 (-$1.3M)

Filed 2023-08-09

UBS Group AG

CLOSED

Shares0 from 251,848

Change-251,848 (-100%)

Value$0 (-$1.2M)

Filed 2023-08-11

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 231,005

Change-231,005 (-100%)

Value$0 (-$1.1K)

Filed 2023-08-11

Colony Group LLC

CLOSED

Shares0 from 208,085

Change-208,085 (-100%)

Value$0 (-$978)

Filed 2023-08-15

Rhumbline Advisers

CLOSED

Shares0 from 204,701

Change-204,701 (-100%)

Value$0 (-$962)

Filed 2023-08-08

Qube Research & Technologies Ltd

CLOSED

Shares0 from 196,549

Change-196,549 (-100%)

Value$0 (-$923.8K)

Filed 2023-08-14

Claybrook Capital, LLC

CLOSED

Shares0 from 183,618

Change-183,618 (-100%)

Value$0 (-$863.0K)

Filed 2023-07-17

OTA Financial Group L.P.

CLOSED

Shares0 from 176,628

Change-176,628 (-100%)

Value$0 (-$830)

Filed 2023-08-17

LPL Financial LLC

CLOSED

Shares0 from 170,049

Change-170,049 (-100%)

Value$0 (-$799.2K)

Filed 2023-07-31

Ergoteles LLC

CLOSED

Shares0 from 167,897

Change-167,897 (-100%)

Value$0 (-$789.1K)

Filed 2023-08-14

MAS Advisors LLC

CLOSED

Shares0 from 167,655

Change-167,655 (-100%)

Value$0 (-$788.0K)

Filed 2024-09-04

California State Teachers Retirement System

CLOSED

Shares0 from 165,184

Change-165,184 (-100%)

Value$0 (-$776.4K)

Filed 2023-08-21

Alliancebernstein L.P.

CLOSED

Shares0 from 152,332

Change-152,332 (-100%)

Value$0 (-$716.0K)

Filed 2023-08-15

Squarepoint Ops LLC

CLOSED

Shares0 from 144,703

Change-144,703 (-100%)

Value$0 (-$680.1K)

Filed 2023-08-14

Two Sigma Advisers, LP

CLOSED

Shares0 from 130,900

Change-130,900 (-100%)

Value$0 (-$615.2K)

Filed 2023-08-14

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 130,611

Change-130,611 (-100%)

Value$0 (-$613.9K)

Filed 2023-07-25

Barclays PLC

CLOSED

Shares0 from 129,656

Change-129,656 (-100%)

Value$0 (-$609.4K)

Filed 2023-09-20

HBK Sorce Advisory LLC

CLOSED

Shares0 from 123,339

Change-123,339 (-100%)

Value$0 (-$579.7K)

Filed 2023-08-04

Biltmore Family Office, LLC

CLOSED

Shares0 from 121,500

Change-121,500 (-100%)

Value$0 (-$575.3K)

Filed 2023-08-07

MetLife Investment Management, LLC

CLOSED

Shares0 from 120,280

Change-120,280 (-100%)

Value$0 (-$565.3K)

Filed 2024-04-29

Water Island Capital LLC

CLOSED

Shares0 from 101,531

Change-101,531 (-100%)

Value$0 (-$477.2K)

Filed 2024-11-14

Point72 Asset Management, L.P.

CLOSED

Shares0 from 97,288

Change-97,288 (-100%)

Value$0 (-$457.3K)

Filed 2023-08-14

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 95,553

Change-95,553 (-100%)

Value$0 (-$449.1K)

Filed 2023-08-14

Deutsche Bank Ag\

CLOSED

Shares0 from 94,320

Change-94,320 (-100%)

Value$0 (-$443.3K)

Filed 2023-08-14

Dorsey & Whitney Trust Co LLC

CLOSED

Shares0 from 89,970

Change-89,970 (-100%)

Value$0 (-$422.9K)

Filed 2023-08-10

Quantbot Technologies LP

CLOSED

Shares0 from 84,559

Change-84,559 (-100%)

Value$0 (-$397.4K)

Filed 2023-08-08

Brighton Jones LLC

CLOSED

Shares0 from 84,318

Change-84,318 (-100%)

Value$0 (-$396.3K)

Filed 2023-07-31

ProShare Advisors LLC

CLOSED

Shares0 from 82,022

Change-82,022 (-100%)

Value$0 (-$385.5K)

Filed 2023-08-10

Canada Life Assurance Co

CLOSED

Shares0 from 78,120

Change-78,120 (-100%)

Value$0 (-$367)

Filed 2023-08-10

Bridgewater Advisors Inc.

CLOSED

Shares0 from 72,714

Change-72,714 (-100%)

Value$0 (-$341.8K)

Filed 2023-07-24

New York State Common Retirement Fund

CLOSED

Shares0 from 67,322

Change-67,322 (-100%)

Value$0 (-$316.4K)

Filed 2025-10-08

American International Group, Inc.

CLOSED

Shares0 from 62,847

Change-62,847 (-100%)

Value$0 (-$295.4K)

Filed 2023-08-04

HighTower Advisors, LLC

CLOSED

Shares0 from 62,457

Change-62,457 (-100%)

Value$0 (-$294.0K)

Filed 2023-08-14

Public Employees Retirement Association of Colorado

CLOSED

Shares0 from 60,247

Change-60,247 (-100%)

Value$0 (-$283)

Filed 2023-08-09

SG Americas Securities, LLC

CLOSED

Shares0 from 59,279

Change-59,279 (-100%)

Value$0 (-$279)

Filed 2023-07-10

Henderson Group PLC

CLOSED

Shares0 from 57,042

Change-57,042 (-100%)

Value$0 (-$268.1K)

Filed 2023-08-14

Algert Global LLC

CLOSED

Shares0 from 56,328

Change-56,328 (-100%)

Value$0 (-$264.7K)

Filed 2026-08-11

Wells Fargo & Company

CLOSED

Shares0 from 55,608

Change-55,608 (-100%)

Value$0 (-$261.4K)

Filed 2023-08-15

Virtu Financial LLC

CLOSED

Shares0 from 54,514

Change-54,514 (-100%)

Value$0 (-$256)

Filed 2023-07-27

Strs Ohio

CLOSED

Shares0 from 54,400

Change-54,400 (-100%)

Value$0 (-$254)

Filed 2023-07-31

OneDigital Investment Advisors LLC

CLOSED

Shares0 from 53,572

Change-53,572 (-100%)

Value$0 (-$251.8K)

Filed 2023-08-07

Legal & General Group Plc

CLOSED

Shares0 from 53,533

Change-53,533 (-100%)

Value$0 (-$251.6K)

Filed 2023-08-14

Ramius Advisors LLC

CLOSED

Shares0 from 53,474

Change-53,474 (-100%)

Value$0 (-$251.3K)

Filed 2023-08-14

Voya Investment Management LLC

CLOSED

Shares0 from 52,948

Change-52,948 (-100%)

Value$0 (-$248.9K)

Filed 2025-02-07

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 51,306

Change-51,306 (-100%)

Value$0 (-$241.1K)

Filed 2023-08-11

Creative Planning

CLOSED

Shares0 from 50,287

Change-50,287 (-100%)

Value$0 (-$236.4K)

Filed 2023-07-21

Mariner, LLC

CLOSED

Shares0 from 49,039

Change-49,039 (-100%)

Value$0 (-$230)

Filed 2023-08-11

State of Wisconsin Investment Board

CLOSED

Shares0 from 46,672

Change-46,672 (-100%)

Value$0 (-$219.4K)

Filed 2023-08-14

Evergreen Capital Management LLC

CLOSED

Shares0 from 44,399

Change-44,399 (-100%)

Value$0 (-$209.8K)

Filed 2023-08-14

Coldstream Capital Management Inc

CLOSED

Shares0 from 44,219

Change-44,219 (-100%)

Value$0 (-$207.8K)

Filed 2023-08-03

Signaturefd, LLC

CLOSED

Shares0 from 40,377

Change-40,377 (-100%)

Value$0 (-$189.8K)

Filed 2023-08-01

Financial Advisory Group

CLOSED

Shares0 from 39,888

Change-39,888 (-100%)

Value$0 (-$187.5K)

Filed 2023-08-09

Arizona State Retirement System

CLOSED

Shares0 from 38,514

Change-38,514 (-100%)

Value$0 (-$181.0K)

Filed 2023-08-01

Ironwood Investment Counsel, LLC

CLOSED

Shares0 from 38,493

Change-38,493 (-100%)

Value$0 (-$180.9K)

Filed 2023-08-08

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 38,488

Change-38,488 (-100%)

Value$0 (-$180.9K)

Filed 2023-07-25

Wellington Management Group LLP

CLOSED

Shares0 from 38,176

Change-38,176 (-100%)

Value$0 (-$179.4K)

Filed 2023-08-14

Richard P Slaughter Associates Inc

CLOSED

Shares0 from 37,500

Change-37,500 (-100%)

Value$0 (-$176.3K)

Filed 2023-07-07

Emerald Mutual Fund Advisers Trust

CLOSED

Shares0 from 37,180

Change-37,180 (-100%)

Value$0 (-$174.7K)

Filed 2023-08-10

Parallel Advisors, LLC

CLOSED

Shares0 from 36,063

Change-36,063 (-100%)

Value$0 (-$169.5K)

Filed 2024-05-20

XTX Topco Ltd

CLOSED

Shares0 from 35,286

Change-35,286 (-100%)

Value$0 (-$165.8K)

Filed 2023-08-14

Raymond James & Associates

CLOSED

Shares0 from 31,725

Change-31,725 (-100%)

Value$0 (-$149.1K)

Filed 2023-07-25

Truvestments Capital LLC

CLOSED

Shares0 from 30,135

Change-30,135 (-100%)

Value$0 (-$141.6K)

Filed 2023-08-10

Ameriprise Financial Inc

CLOSED

Shares0 from 29,930

Change-29,930 (-100%)

Value$0 (-$140.7K)

Filed 2023-08-14

Bank of Montreal

CLOSED

Shares0 from 29,376

Change-29,376 (-100%)

Value$0 (-$138.1K)

Filed 2023-08-02

Balyasny Asset Management L.P.

CLOSED

Shares0 from 26,353

Change-26,353 (-100%)

Value$0 (-$123.9K)

Filed 2023-08-14

Price T Rowe Associates Inc

CLOSED

Shares0 from 24,677

Change-24,677 (-100%)

Value$0 (-$116)

Filed 2023-08-14

Zurcher Kantonalbank (Zurich Cantonalbank)

CLOSED

Shares0 from 24,046

Change-24,046 (-100%)

Value$0 (-$113.0K)

Filed 2023-08-07

Mercer Global Advisors Inc

CLOSED

Shares0 from 23,698

Change-23,698 (-100%)

Value$0 (-$111)

Filed 2023-08-14

Jane Street Group, LLC

CLOSED

Shares0 from 23,495

Change-23,495 (-100%)

Value$0 (-$110.4K)

Filed 2023-08-14

Quadrant Capital Group LLC

CLOSED

Shares0 from 22,420

Change-22,420 (-100%)

Value$0 (-$105.4K)

Filed 2023-08-10

Apollon Wealth Management, LLC

CLOSED

Shares0 from 21,985

Change-21,985 (-100%)

Value$0 (-$103.3K)

Filed 2023-08-04

Aigen Investment Management, LP

CLOSED

Shares0 from 21,276

Change-21,276 (-100%)

Value$0 (-$100.0K)

Filed 2023-08-14

Kovack Advisors, Inc.

CLOSED

Shares0 from 20,567

Change-20,567 (-100%)

Value$0 (-$96.7K)

Filed 2023-07-21

Pictet Asset Management SA

CLOSED

Shares0 from 20,514

Change-20,514 (-100%)

Value$0 (-$96.4K)

Filed 2023-08-10

State Board of Administration of Florida Retirement System

CLOSED

Shares0 from 19,513

Change-19,513 (-100%)

Value$0 (-$91.7K)

Filed 2023-08-11

Sawtooth Asset Management, Inc.

CLOSED

Shares0 from 19,387

Change-19,387 (-100%)

Value$0 (-$91.1K)

Filed 2023-07-26

Bleakley Financial Group, LLC

CLOSED

Shares0 from 19,387

Change-19,387 (-100%)

Value$0 (-$91.1K)

Filed 2023-08-14

Blue Barn Wealth, LLC

CLOSED

Shares0 from 17,359

Change-17,359 (-100%)

Value$0 (-$81.6K)

Filed 2023-08-08

Neuberger Berman Group LLC

CLOSED

Shares0 from 17,166

Change-17,166 (-100%)

Value$0 (-$80.7K)

Filed 2023-08-11

SCS Capital Management LLC

CLOSED

Shares0 from 16,832

Change-16,832 (-100%)

Value$0 (-$79.7K)

Filed 2023-08-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 16,639

Change-16,639 (-100%)

Value$0 (-$78.2K)

Filed 2023-08-21

Vanguard Personalized Indexing Management, LLC

CLOSED

Shares0 from 16,506

Change-16,506 (-100%)

Value$0 (-$77.6K)

Filed 2023-07-28

Corient Private Wealth LP

CLOSED

Shares0 from 16,227

Change-16,227 (-100%)

Value$0 (-$76.3K)

Filed 2023-08-10

Abacus Planning Group, Inc.

CLOSED

Shares0 from 16,174

Change-16,174 (-100%)

Value$0 (-$76.0K)

Filed 2023-07-07

Victory Capital Management Inc

CLOSED

Shares0 from 16,173

Change-16,173 (-100%)

Value$0 (-$76.0K)

Filed 2023-07-27

Boston Financial Mangement Inc

CLOSED

Shares0 from 15,500

Change-15,500 (-100%)

Value$0 (-$72.9K)

Filed 2023-08-07

Private Advisor Group, LLC

CLOSED

Shares0 from 15,017

Change-15,017 (-100%)

Value$0 (-$70.6K)

Filed 2023-08-10

Principal Financial Group Inc

CLOSED

Shares0 from 14,841

Change-14,841 (-100%)

Value$0 (-$69.8K)

Filed 2023-08-07

Teacher Retirement System of Texas

CLOSED

Shares0 from 14,784

Change-14,784 (-100%)

Value$0 (-$69)

Filed 2023-07-19

Quantamental Technologies LLC

CLOSED

Shares0 from 14,409

Change-14,409 (-100%)

Value$0 (-$67.7K)

Filed 2023-08-14

Icon Wealth Partners, LLC

CLOSED

Shares0 from 14,192

Change-14,192 (-100%)

Value$0 (-$66.7K)

Filed 2023-08-03

Amalgamated Bank

CLOSED

Shares0 from 13,380

Change-13,380 (-100%)

Value$0 (-$63)

Filed 2023-08-11

Annex Advisory Services, LLC

CLOSED

Shares0 from 13,152

Change-13,152 (-100%)

Value$0 (-$61.8K)

Filed 2023-07-24

Wetherby Asset Management Inc

CLOSED

Shares0 from 13,024

Change-13,024 (-100%)

Value$0 (-$61.2K)

Filed 2023-08-14

FMR LLC

CLOSED

Shares0 from 11,996

Change-11,996 (-100%)

Value$0 (-$56.4K)

Filed 2026-11-05

ETF Store, Inc.

CLOSED

Shares0 from 11,402

Change-11,402 (-100%)

Value$0 (-$53.8K)

Filed 2023-07-27

Oak Thistle LLC

CLOSED

Shares0 from 11,361

Change-11,361 (-100%)

Value$0 (-$53.4K)

Filed 2023-07-26

CIBC Asset Management Inc

CLOSED

Shares0 from 11,332

Change-11,332 (-100%)

Value$0 (-$53.3K)

Filed 2023-08-14

Sanders Morris Harris LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$51.7K)

Filed 2023-07-11

Nfsg Corp

CLOSED

Shares0 from 10,800

Change-10,800 (-100%)

Value$0 (-$50.8K)

Filed 2023-07-21

AE Wealth Management LLC

CLOSED

Shares0 from 10,742

Change-10,742 (-100%)

Value$0 (-$50.5K)

Filed 2023-07-10

Advisory Services Network, LLC

CLOSED

Shares0 from 10,613

Change-10,613 (-100%)

Value$0 (-$49.9K)

Filed 2023-08-09

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 10,466

Change-10,466 (-100%)

Value$0 (-$49.2K)

Filed 2023-08-11

Auxano Advisors, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$47.0K)

Filed 2023-07-11

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 9,441

Change-9,441 (-100%)

Value$0 (-$44.4K)

Filed 2023-07-24

Royal Bank of Canada

CLOSED

Shares0 from 7,375

Change-7,375 (-100%)

Value$0 (-$34.0K)

Filed 2023-08-14

US Bancorp \de\

CLOSED

Shares0 from 6,849

Change-6,849 (-100%)

Value$0 (-$32.2K)

Filed 2023-08-10

Metropolitan Life Insurance Co

CLOSED

Shares0 from 5,718

Change-5,718 (-100%)

Value$0 (-$26.9K)

Filed 2023-08-10

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 4,627

Change-4,627 (-100%)

Value$0 (-$21.7K)

Filed 2023-08-11

Allworth Financial LP

CLOSED

Shares0 from 4,116

Change-4,116 (-100%)

Value$0 (-$19.3K)

Filed 2023-07-18

Avior Wealth Management, LLC

CLOSED

Shares0 from 3,882

Change-3,882 (-100%)

Value$0 (-$18.2K)

Filed 2023-07-19

Riverview Trust Co

CLOSED

Shares0 from 3,442

Change-3,442 (-100%)

Value$0 (-$16.2K)

Filed 2023-07-18

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 3,392

Change-3,392 (-100%)

Value$0 (-$16)

Filed 2023-08-14

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 3,306

Change-3,306 (-100%)

Value$0 (-$15.5K)

Filed 2023-08-04

Public Employees Retirement System of Ohio

CLOSED

Shares0 from 2,731

Change-2,731 (-100%)

Value$0 (-$13.0K)

Filed 2023-12-19

Sandy Spring Bank

CLOSED

Shares0 from 2,506

Change-2,506 (-100%)

Value$0 (-$11.8K)

Filed 2023-08-04

Lindbrook Capital, LLC

CLOSED

Shares0 from 2,313

Change-2,313 (-100%)

Value$0 (-$10.9K)

Filed 2023-07-31

CWM, LLC

CLOSED

Shares0 from 2,303

Change-2,303 (-100%)

Value$0 (-$11)

Filed 2023-08-03

McIlrath & Eck, LLC

CLOSED

Shares0 from 1,878

Change-1,878 (-100%)

Value$0 (-$8.8K)

Filed 2023-08-07

Red Tortoise LLC

CLOSED

Shares0 from 1,428

Change-1,428 (-100%)

Value$0 (-$6.7K)

Filed 2023-07-26

Sound Income Strategies, LLC

CLOSED

Shares0 from 1,318

Change-1,318 (-100%)

Value$0 (-$6.2K)

Filed 2023-07-10

Sunbelt Securities, Inc.

CLOSED

Shares0 from 1,200

Change-1,200 (-100%)

Value$0 (-$5.5K)

Filed 2023-08-16

Covestor Ltd

CLOSED

Shares0 from 901

Change-901 (-100%)

Value$0 (-$4)

Filed 2023-08-11

Russell Investments Group, Ltd.

CLOSED

Shares0 from 849

Change-849 (-100%)

Value$0 (-$4.0K)

Filed 2023-08-10

North Star Investment Management Corp.

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$3.5K)

Filed 2023-08-02

TCI Wealth Advisors, Inc.

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$2.4K)

Filed 2023-08-04

Glassman Wealth Services

CLOSED

Shares0 from 466

Change-466 (-100%)

Value$0 (-$2.2K)

Filed 2023-08-08

Geneos Wealth Management Inc.

CLOSED

Shares0 from 380

Change-380 (-100%)

Value$0 (-$1.8K)

Filed 2023-08-08

Group One Trading LLC

CLOSED

Shares0 from 378

Change-378 (-100%)

Value$0 (-$1.8K)

Filed 2023-08-09

Belpointe Asset Management LLC

CLOSED

Shares0 from 221

Change-221 (-100%)

Value$0 (-$1.0K)

Filed 2023-08-15

Spire Wealth Management

CLOSED

Shares0 from 121

Change-121 (-100%)

Value$0 (-$569)

Filed 2023-08-09

Baker Avenue Asset Management, LP

CLOSED

Shares0 from 106

Change-106 (-100%)

Value$0 (-$498)

Filed 2023-08-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 104

Change-104 (-100%)

Value$0 (-$489)

Filed 2024-05-14

Archer Investment Corp

CLOSED

Shares0 from 102

Change-102 (-100%)

Value$0 (-$481)

Filed 2023-08-08

Cubist Systematic Strategies, LLC

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$475)

Filed 2023-08-14

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$188)

Filed 2023-08-14

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

Ahrens Investment Partners LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

	Status
UBS Asset Management Americas LLC	UNCHANGED	225,490	225,490	0	0%	$1.1M	$1.1M	$0	2023-08-11
Vanguard Group Inc	CLOSED	0	12,578,554	-12,578,554	-100%	$59.1M	$0	-$59.1M	2023-08-14
BlackRock Inc.	CLOSED	0	11,182,196	-11,182,196	-100%	$52.6M	$0	-$52.6M	2023-08-11
Citadel Advisors LLC	CLOSED	0	3,302,195	-3,302,195	-100%	$15.5M	$0	-$15.5M	2023-08-14
Magnetar Financial LLC	CLOSED	0	2,973,949	-2,973,949	-100%	$14.0M	$0	-$14.0M	2023-08-11
State Street Corp	CLOSED	0	2,683,426	-2,683,426	-100%	$12.7M	$0	-$12.7M	2023-08-14
Geode Capital Management, LLC	CLOSED	0	2,579,208	-2,579,208	-100%	$12.1M	$0	-$12.1M	2023-08-11
Washington Trust Bank	CLOSED	0	2,569,424	-2,569,424	-100%	$12.1M	$0	-$12.1M	2023-08-10
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	1,643,656	-1,643,656	-100%	$7.7M	$0	-$7.7M	2023-08-10
Verition Fund Management LLC	CLOSED	0	1,594,956	-1,594,956	-100%	$7.5M	$0	-$7.5M	2023-08-14
Nuveen Asset Management, LLC	CLOSED	0	1,203,486	-1,203,486	-100%	$5.7K	$0	-$5.7K	2023-08-16
Northern Trust Corp	CLOSED	0	1,183,493	-1,183,493	-100%	$5.6M	$0	-$5.6M	2023-08-11
Citigroup Inc	CLOSED	0	1,153,417	-1,153,417	-100%	$5.4M	$0	-$5.4M	2023-08-10
Prairiewood Capital, LLC	CLOSED	0	922,501	-922,501	-100%	$4.3M	$0	-$4.3M	2023-07-24
Versor Investments LP	CLOSED	0	809,352	-809,352	-100%	$3.8M	$0	-$3.8M	2023-08-07
Northeast Financial Consultants Inc	CLOSED	0	734,414	-734,414	-100%	$3.5M	$0	-$3.5M	2023-08-08
Morgan Stanley	CLOSED	0	729,560	-729,560	-100%	$3.4M	$0	-$3.4M	2023-08-14
Van Eck Associates Corp	CLOSED	0	713,278	-713,278	-100%	$3.4K	$0	-$3.4K	2023-08-03
Goldman Sachs Group Inc	CLOSED	0	655,867	-655,867	-100%	$3.1M	$0	-$3.1M	2024-05-14
Credit Suisse AG/	CLOSED	0	646,898	-646,898	-100%	$3.0M	$0	-$3.0M	2023-08-11
JPMorgan Chase & Co	CLOSED	0	603,096	-603,096	-100%	$2.8M	$0	-$2.8M	2023-08-11
Bank of New York Mellon Corp	CLOSED	0	498,916	-498,916	-100%	$2.3M	$0	-$2.3M	2023-08-03
SVB Wealth LLC	CLOSED	0	498,192	-498,192	-100%	$2.3M	$0	-$2.3M	2023-07-24
Invesco Ltd.	CLOSED	0	437,695	-437,695	-100%	$2.1M	$0	-$2.1M	2023-08-11
Bank of America Corp	CLOSED	0	429,911	-429,911	-100%	$2.0M	$0	-$2.0M	2023-08-14
Cerity Partners LLC	CLOSED	0	420,758	-420,758	-100%	$2.0M	$0	-$2.0M	2023-08-14
New York Life Investment Management LLC	CLOSED	0	417,923	-417,923	-100%	$2.0M	$0	-$2.0M	2023-08-07
AQR Arbitrage LLC	CLOSED	0	410,209	-410,209	-100%	$1.9M	$0	-$1.9M	2023-08-14
Susquehanna International Group, LLP	CLOSED	0	397,156	-397,156	-100%	$1.9M	$0	-$1.9M	2023-08-11
Summit Global Investments	CLOSED	0	344,184	-344,184	-100%	$1.6K	$0	-$1.6K	2023-07-19
Lido Advisors, LLC	CLOSED	0	294,930	-294,930	-100%	$1.4M	$0	-$1.4M	2023-08-09
Swiss National Bank	CLOSED	0	286,900	-286,900	-100%	$1.3M	$0	-$1.3M	2023-08-09
UBS Group AG	CLOSED	0	251,848	-251,848	-100%	$1.2M	$0	-$1.2M	2023-08-11
Nisa Investment Advisors, LLC	CLOSED	0	231,005	-231,005	-100%	$1.1K	$0	-$1.1K	2023-08-11
Colony Group LLC	CLOSED	0	208,085	-208,085	-100%	$978	$0	-$978	2023-08-15
Rhumbline Advisers	CLOSED	0	204,701	-204,701	-100%	$962	$0	-$962	2023-08-08
Qube Research & Technologies Ltd	CLOSED	0	196,549	-196,549	-100%	$923.8K	$0	-$923.8K	2023-08-14
Claybrook Capital, LLC	CLOSED	0	183,618	-183,618	-100%	$863.0K	$0	-$863.0K	2023-07-17
OTA Financial Group L.P.	CLOSED	0	176,628	-176,628	-100%	$830	$0	-$830	2023-08-17
LPL Financial LLC	CLOSED	0	170,049	-170,049	-100%	$799.2K	$0	-$799.2K	2023-07-31
Ergoteles LLC	CLOSED	0	167,897	-167,897	-100%	$789.1K	$0	-$789.1K	2023-08-14
MAS Advisors LLC	CLOSED	0	167,655	-167,655	-100%	$788.0K	$0	-$788.0K	2024-09-04
California State Teachers Retirement System	CLOSED	0	165,184	-165,184	-100%	$776.4K	$0	-$776.4K	2023-08-21
Alliancebernstein L.P.	CLOSED	0	152,332	-152,332	-100%	$716.0K	$0	-$716.0K	2023-08-15
Squarepoint Ops LLC	CLOSED	0	144,703	-144,703	-100%	$680.1K	$0	-$680.1K	2023-08-14
Two Sigma Advisers, LP	CLOSED	0	130,900	-130,900	-100%	$615.2K	$0	-$615.2K	2023-08-14
Raymond James Financial Services Advisors, Inc.	CLOSED	0	130,611	-130,611	-100%	$613.9K	$0	-$613.9K	2023-07-25
Barclays PLC	CLOSED	0	129,656	-129,656	-100%	$609.4K	$0	-$609.4K	2023-09-20
HBK Sorce Advisory LLC	CLOSED	0	123,339	-123,339	-100%	$579.7K	$0	-$579.7K	2023-08-04
Biltmore Family Office, LLC	CLOSED	0	121,500	-121,500	-100%	$575.3K	$0	-$575.3K	2023-08-07
MetLife Investment Management, LLC	CLOSED	0	120,280	-120,280	-100%	$565.3K	$0	-$565.3K	2024-04-29
Water Island Capital LLC	CLOSED	0	101,531	-101,531	-100%	$477.2K	$0	-$477.2K	2024-11-14
Point72 Asset Management, L.P.	CLOSED	0	97,288	-97,288	-100%	$457.3K	$0	-$457.3K	2023-08-14
Y-Intercept (Hong Kong) Ltd	CLOSED	0	95,553	-95,553	-100%	$449.1K	$0	-$449.1K	2023-08-14
Deutsche Bank Ag\	CLOSED	0	94,320	-94,320	-100%	$443.3K	$0	-$443.3K	2023-08-14
Dorsey & Whitney Trust Co LLC	CLOSED	0	89,970	-89,970	-100%	$422.9K	$0	-$422.9K	2023-08-10
Quantbot Technologies LP	CLOSED	0	84,559	-84,559	-100%	$397.4K	$0	-$397.4K	2023-08-08
Brighton Jones LLC	CLOSED	0	84,318	-84,318	-100%	$396.3K	$0	-$396.3K	2023-07-31
ProShare Advisors LLC	CLOSED	0	82,022	-82,022	-100%	$385.5K	$0	-$385.5K	2023-08-10
Canada Life Assurance Co	CLOSED	0	78,120	-78,120	-100%	$367	$0	-$367	2023-08-10
Bridgewater Advisors Inc.	CLOSED	0	72,714	-72,714	-100%	$341.8K	$0	-$341.8K	2023-07-24
New York State Common Retirement Fund	CLOSED	0	67,322	-67,322	-100%	$316.4K	$0	-$316.4K	2025-10-08
American International Group, Inc.	CLOSED	0	62,847	-62,847	-100%	$295.4K	$0	-$295.4K	2023-08-04
HighTower Advisors, LLC	CLOSED	0	62,457	-62,457	-100%	$294.0K	$0	-$294.0K	2023-08-14
Public Employees Retirement Association of Colorado	CLOSED	0	60,247	-60,247	-100%	$283	$0	-$283	2023-08-09
SG Americas Securities, LLC	CLOSED	0	59,279	-59,279	-100%	$279	$0	-$279	2023-07-10
Henderson Group PLC	CLOSED	0	57,042	-57,042	-100%	$268.1K	$0	-$268.1K	2023-08-14
Algert Global LLC	CLOSED	0	56,328	-56,328	-100%	$264.7K	$0	-$264.7K	2026-08-11
Wells Fargo & Company	CLOSED	0	55,608	-55,608	-100%	$261.4K	$0	-$261.4K	2023-08-15
Virtu Financial LLC	CLOSED	0	54,514	-54,514	-100%	$256	$0	-$256	2023-07-27
Strs Ohio	CLOSED	0	54,400	-54,400	-100%	$254	$0	-$254	2023-07-31
OneDigital Investment Advisors LLC	CLOSED	0	53,572	-53,572	-100%	$251.8K	$0	-$251.8K	2023-08-07
Legal & General Group Plc	CLOSED	0	53,533	-53,533	-100%	$251.6K	$0	-$251.6K	2023-08-14
Ramius Advisors LLC	CLOSED	0	53,474	-53,474	-100%	$251.3K	$0	-$251.3K	2023-08-14
Voya Investment Management LLC	CLOSED	0	52,948	-52,948	-100%	$248.9K	$0	-$248.9K	2025-02-07
Manufacturers Life Insurance Company, the	CLOSED	0	51,306	-51,306	-100%	$241.1K	$0	-$241.1K	2023-08-11
Creative Planning	CLOSED	0	50,287	-50,287	-100%	$236.4K	$0	-$236.4K	2023-07-21
Mariner, LLC	CLOSED	0	49,039	-49,039	-100%	$230	$0	-$230	2023-08-11
State of Wisconsin Investment Board	CLOSED	0	46,672	-46,672	-100%	$219.4K	$0	-$219.4K	2023-08-14
Evergreen Capital Management LLC	CLOSED	0	44,399	-44,399	-100%	$209.8K	$0	-$209.8K	2023-08-14
Coldstream Capital Management Inc	CLOSED	0	44,219	-44,219	-100%	$207.8K	$0	-$207.8K	2023-08-03
Signaturefd, LLC	CLOSED	0	40,377	-40,377	-100%	$189.8K	$0	-$189.8K	2023-08-01
Financial Advisory Group	CLOSED	0	39,888	-39,888	-100%	$187.5K	$0	-$187.5K	2023-08-09
Arizona State Retirement System	CLOSED	0	38,514	-38,514	-100%	$181.0K	$0	-$181.0K	2023-08-01
Ironwood Investment Counsel, LLC	CLOSED	0	38,493	-38,493	-100%	$180.9K	$0	-$180.9K	2023-08-08
Institute for Wealth Management, Llc.	CLOSED	0	38,488	-38,488	-100%	$180.9K	$0	-$180.9K	2023-07-25
Wellington Management Group LLP	CLOSED	0	38,176	-38,176	-100%	$179.4K	$0	-$179.4K	2023-08-14
Richard P Slaughter Associates Inc	CLOSED	0	37,500	-37,500	-100%	$176.3K	$0	-$176.3K	2023-07-07
Emerald Mutual Fund Advisers Trust	CLOSED	0	37,180	-37,180	-100%	$174.7K	$0	-$174.7K	2023-08-10
Parallel Advisors, LLC	CLOSED	0	36,063	-36,063	-100%	$169.5K	$0	-$169.5K	2024-05-20
XTX Topco Ltd	CLOSED	0	35,286	-35,286	-100%	$165.8K	$0	-$165.8K	2023-08-14
Raymond James & Associates	CLOSED	0	31,725	-31,725	-100%	$149.1K	$0	-$149.1K	2023-07-25
Truvestments Capital LLC	CLOSED	0	30,135	-30,135	-100%	$141.6K	$0	-$141.6K	2023-08-10
Ameriprise Financial Inc	CLOSED	0	29,930	-29,930	-100%	$140.7K	$0	-$140.7K	2023-08-14
Bank of Montreal	CLOSED	0	29,376	-29,376	-100%	$138.1K	$0	-$138.1K	2023-08-02
Balyasny Asset Management L.P.	CLOSED	0	26,353	-26,353	-100%	$123.9K	$0	-$123.9K	2023-08-14
Price T Rowe Associates Inc	CLOSED	0	24,677	-24,677	-100%	$116	$0	-$116	2023-08-14
Zurcher Kantonalbank (Zurich Cantonalbank)	CLOSED	0	24,046	-24,046	-100%	$113.0K	$0	-$113.0K	2023-08-07
Mercer Global Advisors Inc	CLOSED	0	23,698	-23,698	-100%	$111	$0	-$111	2023-08-14
Jane Street Group, LLC	CLOSED	0	23,495	-23,495	-100%	$110.4K	$0	-$110.4K	2023-08-14
Quadrant Capital Group LLC	CLOSED	0	22,420	-22,420	-100%	$105.4K	$0	-$105.4K	2023-08-10
Apollon Wealth Management, LLC	CLOSED	0	21,985	-21,985	-100%	$103.3K	$0	-$103.3K	2023-08-04
Aigen Investment Management, LP	CLOSED	0	21,276	-21,276	-100%	$100.0K	$0	-$100.0K	2023-08-14
Kovack Advisors, Inc.	CLOSED	0	20,567	-20,567	-100%	$96.7K	$0	-$96.7K	2023-07-21
Pictet Asset Management SA	CLOSED	0	20,514	-20,514	-100%	$96.4K	$0	-$96.4K	2023-08-10
State Board of Administration of Florida Retirement System	CLOSED	0	19,513	-19,513	-100%	$91.7K	$0	-$91.7K	2023-08-11
Sawtooth Asset Management, Inc.	CLOSED	0	19,387	-19,387	-100%	$91.1K	$0	-$91.1K	2023-07-26
Bleakley Financial Group, LLC	CLOSED	0	19,387	-19,387	-100%	$91.1K	$0	-$91.1K	2023-08-14
Blue Barn Wealth, LLC	CLOSED	0	17,359	-17,359	-100%	$81.6K	$0	-$81.6K	2023-08-08
Neuberger Berman Group LLC	CLOSED	0	17,166	-17,166	-100%	$80.7K	$0	-$80.7K	2023-08-11
SCS Capital Management LLC	CLOSED	0	16,832	-16,832	-100%	$79.7K	$0	-$79.7K	2023-08-14
Osaic Holdings, Inc.	CLOSED	0	16,639	-16,639	-100%	$78.2K	$0	-$78.2K	2023-08-21
Vanguard Personalized Indexing Management, LLC	CLOSED	0	16,506	-16,506	-100%	$77.6K	$0	-$77.6K	2023-07-28
Corient Private Wealth LP	CLOSED	0	16,227	-16,227	-100%	$76.3K	$0	-$76.3K	2023-08-10
Abacus Planning Group, Inc.	CLOSED	0	16,174	-16,174	-100%	$76.0K	$0	-$76.0K	2023-07-07
Victory Capital Management Inc	CLOSED	0	16,173	-16,173	-100%	$76.0K	$0	-$76.0K	2023-07-27
Boston Financial Mangement Inc	CLOSED	0	15,500	-15,500	-100%	$72.9K	$0	-$72.9K	2023-08-07
Private Advisor Group, LLC	CLOSED	0	15,017	-15,017	-100%	$70.6K	$0	-$70.6K	2023-08-10
Principal Financial Group Inc	CLOSED	0	14,841	-14,841	-100%	$69.8K	$0	-$69.8K	2023-08-07
Teacher Retirement System of Texas	CLOSED	0	14,784	-14,784	-100%	$69	$0	-$69	2023-07-19
Quantamental Technologies LLC	CLOSED	0	14,409	-14,409	-100%	$67.7K	$0	-$67.7K	2023-08-14
Icon Wealth Partners, LLC	CLOSED	0	14,192	-14,192	-100%	$66.7K	$0	-$66.7K	2023-08-03
Amalgamated Bank	CLOSED	0	13,380	-13,380	-100%	$63	$0	-$63	2023-08-11
Annex Advisory Services, LLC	CLOSED	0	13,152	-13,152	-100%	$61.8K	$0	-$61.8K	2023-07-24
Wetherby Asset Management Inc	CLOSED	0	13,024	-13,024	-100%	$61.2K	$0	-$61.2K	2023-08-14
FMR LLC	CLOSED	0	11,996	-11,996	-100%	$56.4K	$0	-$56.4K	2026-11-05
ETF Store, Inc.	CLOSED	0	11,402	-11,402	-100%	$53.8K	$0	-$53.8K	2023-07-27
Oak Thistle LLC	CLOSED	0	11,361	-11,361	-100%	$53.4K	$0	-$53.4K	2023-07-26
CIBC Asset Management Inc	CLOSED	0	11,332	-11,332	-100%	$53.3K	$0	-$53.3K	2023-08-14
Sanders Morris Harris LLC	CLOSED	0	11,000	-11,000	-100%	$51.7K	$0	-$51.7K	2023-07-11
Nfsg Corp	CLOSED	0	10,800	-10,800	-100%	$50.8K	$0	-$50.8K	2023-07-21
AE Wealth Management LLC	CLOSED	0	10,742	-10,742	-100%	$50.5K	$0	-$50.5K	2023-07-10
Advisory Services Network, LLC	CLOSED	0	10,613	-10,613	-100%	$49.9K	$0	-$49.9K	2023-08-09
Ameritas Investment Partners, Inc.	CLOSED	0	10,466	-10,466	-100%	$49.2K	$0	-$49.2K	2023-08-11
Auxano Advisors, LLC	CLOSED	0	10,000	-10,000	-100%	$47.0K	$0	-$47.0K	2023-07-11
Allspring Global Investments Holdings, LLC	CLOSED	0	9,441	-9,441	-100%	$44.4K	$0	-$44.4K	2023-07-24
Royal Bank of Canada	CLOSED	0	7,375	-7,375	-100%	$34.0K	$0	-$34.0K	2023-08-14
US Bancorp \de\	CLOSED	0	6,849	-6,849	-100%	$32.2K	$0	-$32.2K	2023-08-10
Metropolitan Life Insurance Co	CLOSED	0	5,718	-5,718	-100%	$26.9K	$0	-$26.9K	2023-08-10
PNC Financial Services Group, Inc.	CLOSED	0	4,627	-4,627	-100%	$21.7K	$0	-$21.7K	2023-08-11
Allworth Financial LP	CLOSED	0	4,116	-4,116	-100%	$19.3K	$0	-$19.3K	2023-07-18
Avior Wealth Management, LLC	CLOSED	0	3,882	-3,882	-100%	$18.2K	$0	-$18.2K	2023-07-19
Riverview Trust Co	CLOSED	0	3,442	-3,442	-100%	$16.2K	$0	-$16.2K	2023-07-18
Tower Research Capital LLC (TRC)	CLOSED	0	3,392	-3,392	-100%	$16	$0	-$16	2023-08-14
EverSource Wealth Advisors, LLC	CLOSED	0	3,306	-3,306	-100%	$15.5K	$0	-$15.5K	2023-08-04
Public Employees Retirement System of Ohio	CLOSED	0	2,731	-2,731	-100%	$13.0K	$0	-$13.0K	2023-12-19
Sandy Spring Bank	CLOSED	0	2,506	-2,506	-100%	$11.8K	$0	-$11.8K	2023-08-04
Lindbrook Capital, LLC	CLOSED	0	2,313	-2,313	-100%	$10.9K	$0	-$10.9K	2023-07-31
CWM, LLC	CLOSED	0	2,303	-2,303	-100%	$11	$0	-$11	2023-08-03
McIlrath & Eck, LLC	CLOSED	0	1,878	-1,878	-100%	$8.8K	$0	-$8.8K	2023-08-07
Red Tortoise LLC	CLOSED	0	1,428	-1,428	-100%	$6.7K	$0	-$6.7K	2023-07-26
Sound Income Strategies, LLC	CLOSED	0	1,318	-1,318	-100%	$6.2K	$0	-$6.2K	2023-07-10
Sunbelt Securities, Inc.	CLOSED	0	1,200	-1,200	-100%	$5.5K	$0	-$5.5K	2023-08-16
Covestor Ltd	CLOSED	0	901	-901	-100%	$4	$0	-$4	2023-08-11
Russell Investments Group, Ltd.	CLOSED	0	849	-849	-100%	$4.0K	$0	-$4.0K	2023-08-10
North Star Investment Management Corp.	CLOSED	0	750	-750	-100%	$3.5K	$0	-$3.5K	2023-08-02
TCI Wealth Advisors, Inc.	CLOSED	0	500	-500	-100%	$2.4K	$0	-$2.4K	2023-08-04
Glassman Wealth Services	CLOSED	0	466	-466	-100%	$2.2K	$0	-$2.2K	2023-08-08
Geneos Wealth Management Inc.	CLOSED	0	380	-380	-100%	$1.8K	$0	-$1.8K	2023-08-08
Group One Trading LLC	CLOSED	0	378	-378	-100%	$1.8K	$0	-$1.8K	2023-08-09
Belpointe Asset Management LLC	CLOSED	0	221	-221	-100%	$1.0K	$0	-$1.0K	2023-08-15
Spire Wealth Management	CLOSED	0	121	-121	-100%	$569	$0	-$569	2023-08-09
Baker Avenue Asset Management, LP	CLOSED	0	106	-106	-100%	$498	$0	-$498	2023-08-14
Farther Finance Advisors, LLC	CLOSED	0	104	-104	-100%	$489	$0	-$489	2024-05-14
Archer Investment Corp	CLOSED	0	102	-102	-100%	$481	$0	-$481	2023-08-08
Cubist Systematic Strategies, LLC	CLOSED	0	101	-101	-100%	$475	$0	-$475	2023-08-14
Northwestern Mutual Wealth Management Co	CLOSED	0	40	-40	-100%	$188	$0	-$188	2023-08-14
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2023-08-10
Ahrens Investment Partners LLC	N/A	—	1,000	-1,000	-100%	$4.7K	—	—	—

Showing 169 of 169 institutions