Cbre Global Real Estate Inc (IGR)

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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Compound Planning, Inc.

DECREASED

Shares22,504 from 71,446

Change-48,942 (-68%)

Value$264.6K (-$64.7K)

Filed 2026-11-05

Flagship Harbor Advisors, LLC

CLOSED

Shares0 from 2,327,200

Change-2,327,200 (-100%)

Value$0 (-$10.7M)

Filed 2026-10-26

LPL Financial LLC

CLOSED

Shares0 from 1,178,711

Change-1,178,711 (-100%)

Value$0 (-$5.4M)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 423,798

Change-423,798 (-100%)

Value$0 (-$2.0M)

Filed 2026-11-05

Roman Butler Fullerton & Co

CLOSED

Shares0 from 282,804

Change-282,804 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-27

Cooper Financial Group

CLOSED

Shares0 from 265,530

Change-265,530 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-07

Tennessee Valley Asset Management Partners

CLOSED

Shares0 from 261,160

Change-261,160 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-03

180 Wealth Advisors, LLC

CLOSED

Shares0 from 233,826

Change-233,826 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-03

Rayburn West Financial Services LLC

CLOSED

Shares0 from 161,570

Change-161,570 (-100%)

Value$0 (-$744.8K)

Filed 2026-11-03

Investment Partners Asset Management, Inc.

CLOSED

Shares0 from 152,524

Change-152,524 (-100%)

Value$0 (-$703.1K)

Filed 2026-10-09

Samalin Investment Counsel, LLC

CLOSED

Shares0 from 98,214

Change-98,214 (-100%)

Value$0 (-$452.8K)

Filed 2026-10-23

Fifth Third Bancorp

CLOSED

Shares0 from 71,177

Change-71,177 (-100%)

Value$0 (-$328.1K)

Filed 2026-11-05

NWF Advisory Services Inc.

CLOSED

Shares0 from 68,800

Change-68,800 (-100%)

Value$0 (-$317.2K)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 65,365

Change-65,365 (-100%)

Value$0 (-$301.0K)

Filed 2026-11-02

Moors & Cabot, Inc.

CLOSED

Shares0 from 61,564

Change-61,564 (-100%)

Value$0 (-$283.8K)

Filed 2026-11-06

Merit Financial Group, LLC

CLOSED

Shares0 from 61,241

Change-61,241 (-100%)

Value$0 (-$282.3K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 59,288

Change-59,288 (-100%)

Value$0 (-$272.7K)

Filed 2026-10-13

Live Oak Private Wealth LLC

CLOSED

Shares0 from 54,884

Change-54,884 (-100%)

Value$0 (-$253.0K)

Filed 2026-11-02

Sunpointe, LLC

CLOSED

Shares0 from 52,575

Change-52,575 (-100%)

Value$0 (-$242.4K)

Filed 2026-10-22

Choreo, LLC

CLOSED

Shares0 from 51,711

Change-51,711 (-100%)

Value$0 (-$238.4K)

Filed 2026-10-28

SeaCrest Wealth Management, LLC

CLOSED

Shares0 from 47,846

Change-47,846 (-100%)

Value$0 (-$220.6K)

Filed 2026-10-21

Eclectic Associates Inc

CLOSED

Shares0 from 42,552

Change-42,552 (-100%)

Value$0 (-$196.2K)

Filed 2026-10-09

Quattro Financial Advisors LLC

CLOSED

Shares0 from 40,291

Change-40,291 (-100%)

Value$0 (-$185.7K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 38,092

Change-38,092 (-100%)

Value$0 (-$175.6K)

Filed 2026-11-02

Accredited Investor Services, LLC

CLOSED

Shares0 from 30,920

Change-30,920 (-100%)

Value$0 (-$142.5K)

Filed 2026-10-22

Park Avenue Securities LLC

CLOSED

Shares0 from 28,161

Change-28,161 (-100%)

Value$0 (-$130.0K)

Filed 2026-10-26

Elevation Point Wealth Partners, LLC

CLOSED

Shares0 from 26,237

Change-26,237 (-100%)

Value$0 (-$121.0K)

Filed 2026-11-05

StoneX Group Inc.

CLOSED

Shares0 from 24,453

Change-24,453 (-100%)

Value$0 (-$112.9K)

Filed 2026-11-03

Sigma Planning Corp

CLOSED

Shares0 from 20,252

Change-20,252 (-100%)

Value$0 (-$93.4K)

Filed 2026-10-23

Indivisible Partners

CLOSED

Shares0 from 19,924

Change-19,924 (-100%)

Value$0 (-$91.9K)

Filed 2026-10-26

Creative Planning

CLOSED

Shares0 from 19,178

Change-19,178 (-100%)

Value$0 (-$88.4K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 18,500

Change-18,500 (-100%)

Value$0 (-$85.3K)

Filed 2026-11-06

Burney Co/

CLOSED

Shares0 from 18,120

Change-18,120 (-100%)

Value$0 (-$83.5K)

Filed 2026-10-15

Decision Investments, Inc

CLOSED

Shares0 from 17,720

Change-17,720 (-100%)

Value$0 (-$81.7K)

Filed 2026-10-07

D.A. Davidson & Co.

CLOSED

Shares0 from 17,245

Change-17,245 (-100%)

Value$0 (-$79.5K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 16,846

Change-16,846 (-100%)

Value$0 (-$77.7K)

Filed 2026-10-16

Central Trust Co

CLOSED

Shares0 from 15,278

Change-15,278 (-100%)

Value$0 (-$70.4K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

CLOSED

Shares0 from 15,131

Change-15,131 (-100%)

Value$0 (-$69.8K)

Filed 2026-10-27

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 15,098

Change-15,098 (-100%)

Value$0 (-$69.6K)

Filed 2026-10-21

Nations Financial Group Inc,

CLOSED

Shares0 from 14,411

Change-14,411 (-100%)

Value$0 (-$66.4K)

Filed 2026-11-05

Kestra Advisory Services, LLC

CLOSED

Shares0 from 14,044

Change-14,044 (-100%)

Value$0 (-$64.7K)

Filed 2026-11-02

Occidental Asset Management, LLC

CLOSED

Shares0 from 13,824

Change-13,824 (-100%)

Value$0 (-$63.7K)

Filed 2026-11-05

Sowell Financial Services LLC

CLOSED

Shares0 from 12,230

Change-12,230 (-100%)

Value$0 (-$56.4K)

Filed 2026-10-23

Oppenheimer & Co Inc

CLOSED

Shares0 from 12,136

Change-12,136 (-100%)

Value$0 (-$55.9K)

Filed 2026-10-26

Fifth Third Wealth Advisors LLC

CLOSED

Shares0 from 10,791

Change-10,791 (-100%)

Value$0 (-$49.7K)

Filed 2026-10-22

Future Financial Wealth Managment LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$46.0K)

Filed 2026-10-15

WPG Advisers, LLC

CLOSED

Shares0 from 6,701

Change-6,701 (-100%)

Value$0 (-$30.9K)

Filed 2026-10-27

Larson Financial Group LLC

CLOSED

Shares0 from 6,084

Change-6,084 (-100%)

Value$0 (-$28.0K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 5,034

Change-5,034 (-100%)

Value$0 (-$23.2K)

Filed 2026-11-06

Parallel Advisors, LLC

CLOSED

Shares0 from 3,844

Change-3,844 (-100%)

Value$0 (-$17.7K)

Filed 2026-11-03

Blume Capital Management, Inc.

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$13.8K)

Filed 2026-10-26

Farther Finance Advisors, LLC

CLOSED

Shares0 from 2,507

Change-2,507 (-100%)

Value$0 (-$11.6K)

Filed 2026-10-08

Assetmark, Inc

CLOSED

Shares0 from 1,736

Change-1,736 (-100%)

Value$0 (-$8.0K)

Filed 2026-10-21

Tsfg, LLC

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$7)

Filed 2026-10-23

Creative Financial Designs Inc

CLOSED

Shares0 from 1,315

Change-1,315 (-100%)

Value$0 (-$6.1K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-16

Highline Wealth Partners LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$4.6K)

Filed 2026-10-19

Hazlett, Burt & Watson, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$5)

Filed 2026-11-04

Private Trust Co NA

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$4.6K)

Filed 2026-10-20

Golden State Wealth Management, LLC

CLOSED

Shares0 from 900

Change-900 (-100%)

Value$0 (-$4.2K)

Filed 2026-11-02

Allworth Financial LP

CLOSED

Shares0 from 850

Change-850 (-100%)

Value$0 (-$3.9K)

Filed 2026-11-06

GFS Advisors, LLC

CLOSED

Shares0 from 570

Change-570 (-100%)

Value$0 (-$279.7K)

Filed 2026-11-03

Spire Wealth Management

CLOSED

Shares0 from 523

Change-523 (-100%)

Value$0 (-$2.4K)

Filed 2026-10-30

Glass Jacobson Investment Advisors llc

CLOSED

Shares0 from 256

Change-256 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-26

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$14)

Filed 2026-11-03

Citigroup Inc

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$9)

Filed 2026-11-04

Morgan Stanley

N/A

Shares— from 9,782,625

Change-9,782,625 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,004,670

Change-5,004,670 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,284,129

Change-4,284,129 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,693,318

Change-2,693,318 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,077,750

Change-2,077,750 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,314,847

Change-1,314,847 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 926,548

Change-926,548 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 820,493

Change-820,493 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 431,249

Change-431,249 (-100%)

Value—

Schwarz Dygos Wheeler Investment Advisors LLC

N/A

Shares— from 366,558

Change-366,558 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 343,116

Change-343,116 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 260,320

Change-260,320 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 213,632

Change-213,632 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 209,824

Change-209,824 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 143,491

Change-143,491 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 137,621

Change-137,621 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 136,862

Change-136,862 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 125,153

Change-125,153 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 88,378

Change-88,378 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 63,159

Change-63,159 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 53,319

Change-53,319 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 50,966

Change-50,966 (-100%)

Value—

Z3 Capital Partners, LLC

N/A

Shares— from 50,085

Change-50,085 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 46,720

Change-46,720 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 39,617

Change-39,617 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 39,097

Change-39,097 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 29,500

Change-29,500 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 26,237

Change-26,237 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 26,134

Change-26,134 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 25,550

Change-25,550 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 18,790

Change-18,790 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 17,421

Change-17,421 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 16,500

Change-16,500 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 15,954

Change-15,954 (-100%)

Value—

Fiduciary Group, LLC

N/A

Shares— from 15,953

Change-15,953 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 14,642

Change-14,642 (-100%)

Value—

Holistic Financial Partners

N/A

Shares— from 14,440

Change-14,440 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 14,260

Change-14,260 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 13,700

Change-13,700 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 13,175

Change-13,175 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 13,073

Change-13,073 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 12,020

Change-12,020 (-100%)

Value—

Dorsey & Whitney Trust Co LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 11,006

Change-11,006 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 10,901

Change-10,901 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 10,685

Change-10,685 (-100%)

Value—

Stephens Inc

N/A

Shares— from 10,278

Change-10,278 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 10,139

Change-10,139 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 7,897

Change-7,897 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,700

Change-6,700 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 2,823

Change-2,823 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,794

Change-1,794 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 1,513

Change-1,513 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,345

Change-1,345 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 394

Change-394 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 202

Change-202 (-100%)

Value—

	Status
Compound Planning, Inc.	DECREASED	22,504	71,446	-48,942	-68%	$329.4K	$264.6K	-$64.7K	2026-11-05
Flagship Harbor Advisors, LLC	CLOSED	0	2,327,200	-2,327,200	-100%	$10.7M	$0	-$10.7M	2026-10-26
LPL Financial LLC	CLOSED	0	1,178,711	-1,178,711	-100%	$5.4M	$0	-$5.4M	2026-11-06
J.W. Cole Advisors, Inc.	CLOSED	0	423,798	-423,798	-100%	$2.0M	$0	-$2.0M	2026-11-05
Roman Butler Fullerton & Co	CLOSED	0	282,804	-282,804	-100%	$1.3M	$0	-$1.3M	2026-10-27
Cooper Financial Group	CLOSED	0	265,530	-265,530	-100%	$1.2M	$0	-$1.2M	2026-10-07
Tennessee Valley Asset Management Partners	CLOSED	0	261,160	-261,160	-100%	$1.2M	$0	-$1.2M	2026-11-03
180 Wealth Advisors, LLC	CLOSED	0	233,826	-233,826	-100%	$1.1M	$0	-$1.1M	2026-11-03
Rayburn West Financial Services LLC	CLOSED	0	161,570	-161,570	-100%	$744.8K	$0	-$744.8K	2026-11-03
Investment Partners Asset Management, Inc.	CLOSED	0	152,524	-152,524	-100%	$703.1K	$0	-$703.1K	2026-10-09
Samalin Investment Counsel, LLC	CLOSED	0	98,214	-98,214	-100%	$452.8K	$0	-$452.8K	2026-10-23
Fifth Third Bancorp	CLOSED	0	71,177	-71,177	-100%	$328.1K	$0	-$328.1K	2026-11-05
NWF Advisory Services Inc.	CLOSED	0	68,800	-68,800	-100%	$317.2K	$0	-$317.2K	2026-10-19
Cambridge Investment Research Advisors, Inc.	CLOSED	0	65,365	-65,365	-100%	$301.0K	$0	-$301.0K	2026-11-02
Moors & Cabot, Inc.	CLOSED	0	61,564	-61,564	-100%	$283.8K	$0	-$283.8K	2026-11-06
Merit Financial Group, LLC	CLOSED	0	61,241	-61,241	-100%	$282.3K	$0	-$282.3K	2026-11-06
Wealth Enhancement Advisory Services, LLC	CLOSED	0	59,288	-59,288	-100%	$272.7K	$0	-$272.7K	2026-10-13
Live Oak Private Wealth LLC	CLOSED	0	54,884	-54,884	-100%	$253.0K	$0	-$253.0K	2026-11-02
Sunpointe, LLC	CLOSED	0	52,575	-52,575	-100%	$242.4K	$0	-$242.4K	2026-10-22
Choreo, LLC	CLOSED	0	51,711	-51,711	-100%	$238.4K	$0	-$238.4K	2026-10-28
SeaCrest Wealth Management, LLC	CLOSED	0	47,846	-47,846	-100%	$220.6K	$0	-$220.6K	2026-10-21
Eclectic Associates Inc	CLOSED	0	42,552	-42,552	-100%	$196.2K	$0	-$196.2K	2026-10-09
Quattro Financial Advisors LLC	CLOSED	0	40,291	-40,291	-100%	$185.7K	$0	-$185.7K	2026-10-15
Commonwealth Equity Services, LLC	CLOSED	0	38,092	-38,092	-100%	$175.6K	$0	-$175.6K	2026-11-02
Accredited Investor Services, LLC	CLOSED	0	30,920	-30,920	-100%	$142.5K	$0	-$142.5K	2026-10-22
Park Avenue Securities LLC	CLOSED	0	28,161	-28,161	-100%	$130.0K	$0	-$130.0K	2026-10-26
Elevation Point Wealth Partners, LLC	CLOSED	0	26,237	-26,237	-100%	$121.0K	$0	-$121.0K	2026-11-05
StoneX Group Inc.	CLOSED	0	24,453	-24,453	-100%	$112.9K	$0	-$112.9K	2026-11-03
Sigma Planning Corp	CLOSED	0	20,252	-20,252	-100%	$93.4K	$0	-$93.4K	2026-10-23
Indivisible Partners	CLOSED	0	19,924	-19,924	-100%	$91.9K	$0	-$91.9K	2026-10-26
Creative Planning	CLOSED	0	19,178	-19,178	-100%	$88.4K	$0	-$88.4K	2026-11-02
Kestra Private Wealth Services, LLC	CLOSED	0	18,500	-18,500	-100%	$85.3K	$0	-$85.3K	2026-11-06
Burney Co/	CLOSED	0	18,120	-18,120	-100%	$83.5K	$0	-$83.5K	2026-10-15
Decision Investments, Inc	CLOSED	0	17,720	-17,720	-100%	$81.7K	$0	-$81.7K	2026-10-07
D.A. Davidson & Co.	CLOSED	0	17,245	-17,245	-100%	$79.5K	$0	-$79.5K	2026-10-28
Concurrent Investment Advisors, LLC	CLOSED	0	16,846	-16,846	-100%	$77.7K	$0	-$77.7K	2026-10-16
Central Trust Co	CLOSED	0	15,278	-15,278	-100%	$70.4K	$0	-$70.4K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	CLOSED	0	15,131	-15,131	-100%	$69.8K	$0	-$69.8K	2026-10-27
Axxcess Wealth Management, LLC	CLOSED	0	15,098	-15,098	-100%	$69.6K	$0	-$69.6K	2026-10-21
Nations Financial Group Inc,	CLOSED	0	14,411	-14,411	-100%	$66.4K	$0	-$66.4K	2026-11-05
Kestra Advisory Services, LLC	CLOSED	0	14,044	-14,044	-100%	$64.7K	$0	-$64.7K	2026-11-02
Occidental Asset Management, LLC	CLOSED	0	13,824	-13,824	-100%	$63.7K	$0	-$63.7K	2026-11-05
Sowell Financial Services LLC	CLOSED	0	12,230	-12,230	-100%	$56.4K	$0	-$56.4K	2026-10-23
Oppenheimer & Co Inc	CLOSED	0	12,136	-12,136	-100%	$55.9K	$0	-$55.9K	2026-10-26
Fifth Third Wealth Advisors LLC	CLOSED	0	10,791	-10,791	-100%	$49.7K	$0	-$49.7K	2026-10-22
Future Financial Wealth Managment LLC	CLOSED	0	10,000	-10,000	-100%	$46.0K	$0	-$46.0K	2026-10-15
WPG Advisers, LLC	CLOSED	0	6,701	-6,701	-100%	$30.9K	$0	-$30.9K	2026-10-27
Larson Financial Group LLC	CLOSED	0	6,084	-6,084	-100%	$28.0K	$0	-$28.0K	2026-11-05
PNC Financial Services Group, Inc.	CLOSED	0	5,034	-5,034	-100%	$23.2K	$0	-$23.2K	2026-11-06
Parallel Advisors, LLC	CLOSED	0	3,844	-3,844	-100%	$17.7K	$0	-$17.7K	2026-11-03
Blume Capital Management, Inc.	CLOSED	0	3,000	-3,000	-100%	$13.8K	$0	-$13.8K	2026-10-26
Farther Finance Advisors, LLC	CLOSED	0	2,507	-2,507	-100%	$11.6K	$0	-$11.6K	2026-10-08
Assetmark, Inc	CLOSED	0	1,736	-1,736	-100%	$8.0K	$0	-$8.0K	2026-10-21
Tsfg, LLC	CLOSED	0	1,500	-1,500	-100%	$7	$0	-$7	2026-10-23
Creative Financial Designs Inc	CLOSED	0	1,315	-1,315	-100%	$6.1K	$0	-$6.1K	2026-11-04
TD Waterhouse Canada Inc.	CLOSED	0	1,100	-1,100	-100%	$5.0K	$0	-$5.0K	2026-10-16
Highline Wealth Partners LLC	CLOSED	0	1,000	-1,000	-100%	$4.6K	$0	-$4.6K	2026-10-19
Hazlett, Burt & Watson, Inc.	CLOSED	0	1,000	-1,000	-100%	$5	$0	-$5	2026-11-04
Private Trust Co NA	CLOSED	0	1,000	-1,000	-100%	$4.6K	$0	-$4.6K	2026-10-20
Golden State Wealth Management, LLC	CLOSED	0	900	-900	-100%	$4.2K	$0	-$4.2K	2026-11-02
Allworth Financial LP	CLOSED	0	850	-850	-100%	$3.9K	$0	-$3.9K	2026-11-06
GFS Advisors, LLC	CLOSED	0	570	-570	-100%	$279.7K	$0	-$279.7K	2026-11-03
Spire Wealth Management	CLOSED	0	523	-523	-100%	$2.4K	$0	-$2.4K	2026-10-30
Glass Jacobson Investment Advisors llc	CLOSED	0	256	-256	-100%	$1.2K	$0	-$1.2K	2026-10-26
JFS Wealth Advisors, LLC	CLOSED	0	3	-3	-100%	$14	$0	-$14	2026-11-03
Citigroup Inc	CLOSED	0	2	-2	-100%	$9	$0	-$9	2026-11-04
Morgan Stanley	N/A	—	9,782,625	-9,782,625	-100%	$45.1M	—	—	—
UBS Group AG	N/A	—	5,004,670	-5,004,670	-100%	$23.1M	—	—	—
Penserra Capital Management LLC	N/A	—	4,284,129	-4,284,129	-100%	$19.7M	—	—	—
Wells Fargo & Company	N/A	—	2,693,318	-2,693,318	-100%	$12.4M	—	—	—
Bank of America Corp	N/A	—	2,077,750	-2,077,750	-100%	$9.6M	—	—	—
Ameriprise Financial Inc	N/A	—	1,314,847	-1,314,847	-100%	$6.1M	—	—	—
Royal Bank of Canada	N/A	—	926,548	-926,548	-100%	$4.3M	—	—	—
Sanctuary Advisors, LLC	N/A	—	820,493	-820,493	-100%	$3.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	431,249	-431,249	-100%	$2.0M	—	—	—
Schwarz Dygos Wheeler Investment Advisors LLC	N/A	—	366,558	-366,558	-100%	$1.7M	—	—	—
WealthTrust Axiom LLC	N/A	—	343,116	-343,116	-100%	$1.6M	—	—	—
Raymond James Financial Inc	N/A	—	260,320	-260,320	-100%	$1.2M	—	—	—
Guggenheim Capital LLC	N/A	—	213,632	-213,632	-100%	$984.8K	—	—	—
Cetera Investment Advisers	N/A	—	209,824	-209,824	-100%	$967.3K	—	—	—
Vinva Investment Management Ltd	N/A	—	143,491	-143,491	-100%	$19.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	137,621	-137,621	-100%	$634.4K	—	—	—
Stifel Financial Corp	N/A	—	136,862	-136,862	-100%	$630.9K	—	—	—
Mariner, LLC	N/A	—	125,153	-125,153	-100%	$577.0K	—	—	—
IHT Wealth Management, LLC	N/A	—	88,378	-88,378	-100%	$407.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	63,159	-63,159	-100%	$291.2K	—	—	—
Citadel Advisors LLC	N/A	—	53,319	-53,319	-100%	$245.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	50,966	-50,966	-100%	$235.0K	—	—	—
Z3 Capital Partners, LLC	N/A	—	50,085	-50,085	-100%	$230.9K	—	—	—
Alteri Wealth LLC	N/A	—	46,720	-46,720	-100%	$215.4K	—	—	—
Readystate Asset Management LP	N/A	—	39,617	-39,617	-100%	$182.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	39,097	-39,097	-100%	$180.2K	—	—	—
Leavell Investment Management, Inc.	N/A	—	29,500	-29,500	-100%	$136.0K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	26,237	-26,237	-100%	$121.0K	—	—	—
Boothbay Fund Management, LLC	N/A	—	26,134	-26,134	-100%	$120.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	25,550	-25,550	-100%	$117.8K	—	—	—
Private Advisor Group, LLC	N/A	—	18,790	-18,790	-100%	$86.6K	—	—	—
HRT Financial LP	N/A	—	17,421	-17,421	-100%	$80.0K	—	—	—
AE Wealth Management LLC	N/A	—	16,500	-16,500	-100%	$76.1K	—	—	—
Kovack Advisors, Inc.	N/A	—	15,954	-15,954	-100%	$73.4K	—	—	—
Fiduciary Group, LLC	N/A	—	15,953	-15,953	-100%	$73.5K	—	—	—
One Capital Management, LLC	N/A	—	14,642	-14,642	-100%	$64.3K	—	—	—
Holistic Financial Partners	N/A	—	14,440	-14,440	-100%	$66.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	14,260	-14,260	-100%	$65.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	13,700	-13,700	-100%	$63.2K	—	—	—
Summit Financial, LLC	N/A	—	13,175	-13,175	-100%	$60.7K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	13,073	-13,073	-100%	$60.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	12,020	-12,020	-100%	$55.4K	—	—	—
Dorsey & Whitney Trust Co LLC	N/A	—	12,000	-12,000	-100%	$55.3K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	11,006	-11,006	-100%	$50.3K	—	—	—
Focus Partners Wealth	N/A	—	10,901	-10,901	-100%	$50.3K	—	—	—
PFG Investments, LLC	N/A	—	10,685	-10,685	-100%	$49.3K	—	—	—
Stephens Inc	N/A	—	10,278	-10,278	-100%	$47.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	10,139	-10,139	-100%	$46.7K	—	—	—
Nova Wealth Management, Inc.	N/A	—	7,897	-7,897	-100%	$36.4K	—	—	—
JPMorgan Chase & Co	N/A	—	6,700	-6,700	-100%	$30.9K	—	—	—
Arax Advisory Partners	N/A	—	5,000	-5,000	-100%	$23.1K	—	—	—
Evelyn Partners Group Ltd	N/A	—	2,823	-2,823	-100%	$13.0K	—	—	—
Harbour Investments, Inc.	N/A	—	1,794	-1,794	-100%	$8.3K	—	—	—
Cornerstone Financial Management LLC	N/A	—	1,513	-1,513	-100%	$7.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,345	-1,345	-100%	$6.2K	—	—	—
Bessemer Group Inc	N/A	—	394	-394	-100%	$2	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	202	-202	-100%	$932	—	—	—

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