Calamos Global Dynamic Incom (CHW)

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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LPL Financial LLC

INCREASED

Shares790,013 from 770,907

Change+19,106 (+2%)

Value$6.4M (-$493.4K)

Filed 2026-11-06

Shaker Financial Services, LLC

INCREASED

Shares491,862 from 412,262

Change+79,600 (+19%)

Value$4.0M (+$296.1K)

Filed 2026-10-14

Altium Capital Management LLC

UNCHANGED

Shares328,901 from 328,901

Change0 (0%)

Value$2.7M (-$276.3K)

Filed 2026-11-04

Blue Bell Private Wealth Management, LLC

INCREASED

Shares202,129 from 181,919

Change+20,210 (+11%)

Value$1.6M (+$10.3K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares163,480 from 157,131

Change+6,349 (+4%)

Value$1.3M (-$81.0K)

Filed 2026-11-02

D.A. Davidson & Co.

DECREASED

Shares128,720 from 179,641

Change-50,921 (-28%)

Value$1.0M (-$561.8K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares95,262 from 101,259

Change-5,997 (-6%)

Value$768.8K (-$133.5K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares75,225 from 77,617

Change-2,392 (-3%)

Value$607.1K (-$84.5K)

Filed 2026-11-05

Brookstone Capital Management

INCREASED

Shares73,427 from 69,164

Change+4,263 (+6%)

Value$592.6K (-$23.7K)

Filed 2026-10-22

Saxony Capital Management, LLC

DECREASED

Shares72,750 from 88,250

Change-15,500 (-18%)

Value$587.1K (-$199.2K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares72,576 from 116,122

Change-43,546 (-37%)

Value$584.2K (-$440.0K)

Filed 2026-10-13

PMG Family Office LLC

INCREASED

Shares65,242 from 64,344

Change+898 (+1%)

Value$526.5K (-$46.8K)

Filed 2026-10-19

Kestra Advisory Services, LLC

INCREASED

Shares62,213 from 61,906

Change+307 (+1%)

Value$502.1K (-$49.5K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares49,097 from 43,182

Change+5,915 (+14%)

Value$396.2K (+$11.5K)

Filed 2026-11-06

Investment Management Trust, LLC

DECREASED

Shares41,720 from 49,118

Change-7,398 (-15%)

Value$336.7K (-$101.0K)

Filed 2026-11-05

Chicago Partners Investment Group LLC

DECREASED

Shares39,799 from 40,710

Change-911 (-2%)

Value$306.9K (-$40.8K)

Filed 2026-10-27

Advisory Solutions Group, LLC

UNCHANGED

Shares36,535 from 36,535

Change0 (0%)

Value$294.8K (-$30.7K)

Filed 2026-10-14

B. Riley Wealth Advisors, Inc.

INCREASED

Shares34,809 from 20,522

Change+14,287 (+70%)

Value$280.9K (+$100.9K)

Filed 2026-10-13

Allspring Global Investments Holdings, LLC

INCREASED

Shares34,683 from 34,623

Change+60 (+0%)

Value$279.9K (-$28.6K)

Filed 2026-11-04

NWF Advisory Services Inc.

UNCHANGED

Shares32,600 from 32,600

Change0 (0%)

Value$263.1K (-$27.4K)

Filed 2026-10-19

CoreCap Advisors, LLC

INCREASED

Shares29,915 from 26,705

Change+3,210 (+12%)

Value$241.4K (+$3.5K)

Filed 2026-10-08

Institute for Wealth Management, Llc.

UNCHANGED

Shares29,300 from 29,300

Change0 (0%)

Value$236.5K (-$24.6K)

Filed 2026-11-06

Wolverine Asset Management LLC

INCREASED

Shares28,607 from 11,200

Change+17,407 (+155%)

Value$230.9K (+$131.1K)

Filed 2026-11-02

Wedbush Securities Inc

INCREASED

Shares23,123 from 23,077

Change+46 (+0%)

Value$187.0K (-$19.0K)

Filed 2026-10-22

Prospera Financial Services Inc

INCREASED

Shares21,595 from 16,028

Change+5,567 (+35%)

Value$167.4K (+$24.5K)

Filed 2026-11-04

Closed-End Fund Advisors, Inc.

DECREASED

Shares20,823 from 26,029

Change-5,206 (-20%)

Value$168.0K (-$63.9K)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares20,448 from 20,410

Change+38 (+0%)

Value$165.0K (-$16.8K)

Filed 2026-10-30

MRA Advisory Group

INCREASED

Shares19,750 from 19,480

Change+270 (+1%)

Value$159.4K (-$14.2K)

Filed 2026-10-07

Oppenheimer & Co Inc

INCREASED

Shares19,373 from 19,115

Change+258 (+1%)

Value$156.3K (-$14.0K)

Filed 2026-10-26

San Luis Wealth Advisors LLC

UNCHANGED

Shares18,944 from 18,944

Change0 (0%)

Value$152.9K (-$15.9K)

Filed 2026-10-27

Concurrent Investment Advisors, LLC

INCREASED

Shares18,050 from 15,108

Change+2,942 (+19%)

Value$145.7K (+$11.1K)

Filed 2026-10-16

XML Financial, LLC

UNCHANGED

Shares17,200 from 17,200

Change0 (0%)

Value$138.8K (-$14.4K)

Filed 2026-10-29

Retirement Planning Group, LLC

INCREASED

Shares15,861 from 15,530

Change+331 (+2%)

Value$128.0K (-$10.4K)

Filed 2026-10-19

Apollon Wealth Management, LLC

INCREASED

Shares15,576 from 15,526

Change+50 (+0%)

Value$125.7K (-$12.6K)

Filed 2026-10-23

Valeo Financial Advisors, LLC

INCREASED

Shares15,265 from 14,949

Change+316 (+2%)

Value$123.2K (-$10.0K)

Filed 2026-10-08

RFG Advisory, LLC

UNCHANGED

Shares13,059 from 13,059

Change0 (0%)

Value$105.4K (-$11.0K)

Filed 2026-11-03

Decision Investments, Inc

UNCHANGED

Shares10,680 from 10,680

Change0 (0%)

Value$86.2K (-$9.0K)

Filed 2026-10-07

Farther Finance Advisors, LLC

INCREASED

Shares10,649 from 10,633

Change+16 (+0%)

Value$85.9K (-$7.6K)

Filed 2026-10-08

Spire Wealth Management

UNCHANGED

Shares4,660 from 4,660

Change0 (0%)

Value$37.6K (-$3.9K)

Filed 2026-10-30

Assetmark, Inc

UNCHANGED

Shares3,250 from 3,250

Change0 (0%)

Value$26.2K (-$2.7K)

Filed 2026-10-21

Evolution Wealth Management Inc.

UNCHANGED

Shares2,994 from 2,994

Change0 (0%)

Value$24.2K (-$2.5K)

Filed 2026-10-28

EverSource Wealth Advisors, LLC

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$20.2K (-$2.1K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares1,651 from 1,616

Change+35 (+2%)

Value$13.3K (-$1.1K)

Filed 2026-10-16

Mcdonald Partners LLC

UNCHANGED

Shares1,650 from 1,650

Change0 (0%)

Value$13.3K (-$1.4K)

Filed 2026-11-03

Allworth Financial LP

NEW

Shares846

Change+846

Value$7.5K

Filed 2026-11-06

Silver Grove Financial Group, Inc.

UNCHANGED

Shares490 from 490

Change0 (0%)

Value$4.0K (-$412)

Filed 2026-11-05

Eastern Bank

NEW

Shares350

Change+350

Value$2.8K

Filed 2026-10-05

Highline Wealth Partners LLC

NEW

Shares328

Change+328

Value$2.6K

Filed 2026-10-19

US Bancorp \de\

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$1.4K (-$147)

Filed 2026-11-05

StoneX Group Inc.

CLOSED

Shares0 from 18,206

Change-18,206 (-100%)

Value$0 (-$162.0K)

Filed 2026-11-03

Citigroup Inc

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$22.3K)

Filed 2026-11-04

Farmers & Merchants Trust Co of Chambersburg PA

CLOSED

Shares0 from 1,375

Change-1,375 (-100%)

Value$0 (-$12)

Filed 2026-10-14

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 438

Change-438 (-100%)

Value$0 (-$3.9K)

Filed 2026-11-04

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$116.2K (-$12.1K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 5,999,561

Change-5,999,561 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 2,460,540

Change-2,460,540 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 2,162,194

Change-2,162,194 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 1,518,130

Change-1,518,130 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,495,579

Change-1,495,579 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,136,096

Change-1,136,096 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 769,825

Change-769,825 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 683,781

Change-683,781 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 467,615

Change-467,615 (-100%)

Value—

Adapt Wealth Advisors, LLC

N/A

Shares— from 394,418

Change-394,418 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 378,342

Change-378,342 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 314,744

Change-314,744 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 264,443

Change-264,443 (-100%)

Value—

UBS Group AG

N/A

Shares— from 206,386

Change-206,386 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 99,864

Change-99,864 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 80,805

Change-80,805 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 73,280

Change-73,280 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 70,110

Change-70,110 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 69,241

Change-69,241 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 64,073

Change-64,073 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 59,517

Change-59,517 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 55,313

Change-55,313 (-100%)

Value—

RPO LLC

N/A

Shares— from 47,570

Change-47,570 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 42,217

Change-42,217 (-100%)

Value—

&partners

N/A

Shares— from 42,187

Change-42,187 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 32,934

Change-32,934 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 31,157

Change-31,157 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 30,458

Change-30,458 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 29,820

Change-29,820 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 29,608

Change-29,608 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 28,408

Change-28,408 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 27,539

Change-27,539 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 25,644

Change-25,644 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 24,978

Change-24,978 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 24,783

Change-24,783 (-100%)

Value—

Stephens Inc

N/A

Shares— from 23,782

Change-23,782 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 21,846

Change-21,846 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 21,651

Change-21,651 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 21,642

Change-21,642 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 21,615

Change-21,615 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 20,870

Change-20,870 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 20,223

Change-20,223 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 18,546

Change-18,546 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 17,336

Change-17,336 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 16,496

Change-16,496 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 13,234

Change-13,234 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,222

Change-12,222 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Leigh Baldwin & Co., LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 3,301

Change-3,301 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,850

Change-2,850 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 846

Change-846 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 194

Change-194 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	790,013	770,907	+19,106	+2%	$6.9M	$6.4M	-$493.4K	2026-11-06
Shaker Financial Services, LLC	INCREASED	491,862	412,262	+79,600	+19%	$3.7M	$4.0M	+$296.1K	2026-10-14
Altium Capital Management LLC	UNCHANGED	328,901	328,901	0	0%	$2.9M	$2.7M	-$276.3K	2026-11-04
Blue Bell Private Wealth Management, LLC	INCREASED	202,129	181,919	+20,210	+11%	$1.6M	$1.6M	+$10.3K	2026-10-29
Cambridge Investment Research Advisors, Inc.	INCREASED	163,480	157,131	+6,349	+4%	$1.4M	$1.3M	-$81.0K	2026-11-02
D.A. Davidson & Co.	DECREASED	128,720	179,641	-50,921	-28%	$1.6M	$1.0M	-$561.8K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	95,262	101,259	-5,997	-6%	$902.2K	$768.8K	-$133.5K	2026-11-02
Fifth Third Bancorp	DECREASED	75,225	77,617	-2,392	-3%	$691.6K	$607.1K	-$84.5K	2026-11-05
Brookstone Capital Management	INCREASED	73,427	69,164	+4,263	+6%	$616.2K	$592.6K	-$23.7K	2026-10-22
Saxony Capital Management, LLC	DECREASED	72,750	88,250	-15,500	-18%	$786.3K	$587.1K	-$199.2K	2026-10-15
Wealth Enhancement Advisory Services, LLC	DECREASED	72,576	116,122	-43,546	-37%	$1.0M	$584.2K	-$440.0K	2026-10-13
PMG Family Office LLC	INCREASED	65,242	64,344	+898	+1%	$573.3K	$526.5K	-$46.8K	2026-10-19
Kestra Advisory Services, LLC	INCREASED	62,213	61,906	+307	+1%	$551.6K	$502.1K	-$49.5K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	49,097	43,182	+5,915	+14%	$384.8K	$396.2K	+$11.5K	2026-11-06
Investment Management Trust, LLC	DECREASED	41,720	49,118	-7,398	-15%	$437.6K	$336.7K	-$101.0K	2026-11-05
Chicago Partners Investment Group LLC	DECREASED	39,799	40,710	-911	-2%	$347.7K	$306.9K	-$40.8K	2026-10-27
Advisory Solutions Group, LLC	UNCHANGED	36,535	36,535	0	0%	$325.5K	$294.8K	-$30.7K	2026-10-14
B. Riley Wealth Advisors, Inc.	INCREASED	34,809	20,522	+14,287	+70%	$180.0K	$280.9K	+$100.9K	2026-10-13
Allspring Global Investments Holdings, LLC	INCREASED	34,683	34,623	+60	+0%	$308.5K	$279.9K	-$28.6K	2026-11-04
NWF Advisory Services Inc.	UNCHANGED	32,600	32,600	0	0%	$290.5K	$263.1K	-$27.4K	2026-10-19
CoreCap Advisors, LLC	INCREASED	29,915	26,705	+3,210	+12%	$237.9K	$241.4K	+$3.5K	2026-10-08
Institute for Wealth Management, Llc.	UNCHANGED	29,300	29,300	0	0%	$261.1K	$236.5K	-$24.6K	2026-11-06
Wolverine Asset Management LLC	INCREASED	28,607	11,200	+17,407	+155%	$99.8K	$230.9K	+$131.1K	2026-11-02
Wedbush Securities Inc	INCREASED	23,123	23,077	+46	+0%	$206.0K	$187.0K	-$19.0K	2026-10-22
Prospera Financial Services Inc	INCREASED	21,595	16,028	+5,567	+35%	$142.8K	$167.4K	+$24.5K	2026-11-04
Closed-End Fund Advisors, Inc.	DECREASED	20,823	26,029	-5,206	-20%	$231.9K	$168.0K	-$63.9K	2026-11-04
Truist Financial Corp	INCREASED	20,448	20,410	+38	+0%	$181.9K	$165.0K	-$16.8K	2026-10-30
MRA Advisory Group	INCREASED	19,750	19,480	+270	+1%	$173.6K	$159.4K	-$14.2K	2026-10-07
Oppenheimer & Co Inc	INCREASED	19,373	19,115	+258	+1%	$170.3K	$156.3K	-$14.0K	2026-10-26
San Luis Wealth Advisors LLC	UNCHANGED	18,944	18,944	0	0%	$168.8K	$152.9K	-$15.9K	2026-10-27
Concurrent Investment Advisors, LLC	INCREASED	18,050	15,108	+2,942	+19%	$134.6K	$145.7K	+$11.1K	2026-10-16
XML Financial, LLC	UNCHANGED	17,200	17,200	0	0%	$153.3K	$138.8K	-$14.4K	2026-10-29
Retirement Planning Group, LLC	INCREASED	15,861	15,530	+331	+2%	$138.4K	$128.0K	-$10.4K	2026-10-19
Apollon Wealth Management, LLC	INCREASED	15,576	15,526	+50	+0%	$138.3K	$125.7K	-$12.6K	2026-10-23
Valeo Financial Advisors, LLC	INCREASED	15,265	14,949	+316	+2%	$133.2K	$123.2K	-$10.0K	2026-10-08
RFG Advisory, LLC	UNCHANGED	13,059	13,059	0	0%	$116.4K	$105.4K	-$11.0K	2026-11-03
Decision Investments, Inc	UNCHANGED	10,680	10,680	0	0%	$95.2K	$86.2K	-$9.0K	2026-10-07
Farther Finance Advisors, LLC	INCREASED	10,649	10,633	+16	+0%	$93.5K	$85.9K	-$7.6K	2026-10-08
Spire Wealth Management	UNCHANGED	4,660	4,660	0	0%	$41.5K	$37.6K	-$3.9K	2026-10-30
Assetmark, Inc	UNCHANGED	3,250	3,250	0	0%	$29.0K	$26.2K	-$2.7K	2026-10-21
Evolution Wealth Management Inc.	UNCHANGED	2,994	2,994	0	0%	$26.7K	$24.2K	-$2.5K	2026-10-28
EverSource Wealth Advisors, LLC	UNCHANGED	2,500	2,500	0	0%	$22.3K	$20.2K	-$2.1K	2026-11-04
IFP Advisors, Inc	INCREASED	1,651	1,616	+35	+2%	$14.4K	$13.3K	-$1.1K	2026-10-16
Mcdonald Partners LLC	UNCHANGED	1,650	1,650	0	0%	$14.7K	$13.3K	-$1.4K	2026-11-03
Allworth Financial LP	NEW	846	—	+846	—	—	$7.5K	—	2026-11-06
Silver Grove Financial Group, Inc.	UNCHANGED	490	490	0	0%	$4.4K	$4.0K	-$412	2026-11-05
Eastern Bank	NEW	350	—	+350	—	—	$2.8K	—	2026-10-05
Highline Wealth Partners LLC	NEW	328	—	+328	—	—	$2.6K	—	2026-10-19
US Bancorp \de\	UNCHANGED	175	175	0	0%	$1.6K	$1.4K	-$147	2026-11-05
StoneX Group Inc.	CLOSED	0	18,206	-18,206	-100%	$162.0K	$0	-$162.0K	2026-11-03
Citigroup Inc	CLOSED	0	2,500	-2,500	-100%	$22.3K	$0	-$22.3K	2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA	CLOSED	0	1,375	-1,375	-100%	$12	$0	-$12	2026-10-14
Plante Moran Financial Advisors, LLC	CLOSED	0	438	-438	-100%	$3.9K	$0	-$3.9K	2026-11-04
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$128.3K	$116.2K	-$12.1K	2026-10-29
Morgan Stanley	N/A	—	5,999,561	-5,999,561	-100%	$53.5M	—	—	—
Karpus Management, Inc.	N/A	—	2,460,540	-2,460,540	-100%	$21.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	2,162,194	-2,162,194	-100%	$19.3M	—	—	—
1607 Capital Partners, LLC	N/A	—	1,518,130	-1,518,130	-100%	$13.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,495,579	-1,495,579	-100%	$13.3M	—	—	—
Guggenheim Capital LLC	N/A	—	1,136,096	-1,136,096	-100%	$10.1M	—	—	—
Baird Financial Group, Inc.	N/A	—	769,825	-769,825	-100%	$6.9M	—	—	—
Saba Capital Management, L.P.A	N/A	—	683,781	-683,781	-100%	$6.1M	—	—	—
Wells Fargo & Company	N/A	—	467,615	-467,615	-100%	$4.2M	—	—	—
Adapt Wealth Advisors, LLC	N/A	—	394,418	-394,418	-100%	$3.5M	—	—	—
Raymond James Financial Inc	N/A	—	378,342	-378,342	-100%	$3.4M	—	—	—
Royal Bank of Canada	N/A	—	314,744	-314,744	-100%	$2.8M	—	—	—
Ameriprise Financial Inc	N/A	—	264,443	-264,443	-100%	$2.4M	—	—	—
UBS Group AG	N/A	—	206,386	-206,386	-100%	$1.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	99,864	-99,864	-100%	$889.8K	—	—	—
Focus Partners Wealth	N/A	—	80,805	-80,805	-100%	$720.0K	—	—	—
Dakota Wealth Management	N/A	—	73,280	-73,280	-100%	$652.9K	—	—	—
Invesco Ltd.	N/A	—	70,110	-70,110	-100%	$624.7K	—	—	—
Evolve Private Wealth, LLC	N/A	—	69,241	-69,241	-100%	$616.9K	—	—	—
Almitas Capital LLC	N/A	—	64,073	-64,073	-100%	$570.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	59,517	-59,517	-100%	$530.3K	—	—	—
Harbour Investments, Inc.	N/A	—	55,313	-55,313	-100%	$492.8K	—	—	—
RPO LLC	N/A	—	47,570	-47,570	-100%	$423.8K	—	—	—
Captrust Financial Advisors	N/A	—	42,217	-42,217	-100%	$376.1K	—	—	—
&partners	N/A	—	42,187	-42,187	-100%	$375.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	32,934	-32,934	-100%	$293.0K	—	—	—
Jane Street Group, LLC	N/A	—	31,157	-31,157	-100%	$277.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	30,458	-30,458	-100%	$271.4K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	29,820	-29,820	-100%	$265.0K	—	—	—
Stifel Financial Corp	N/A	—	29,608	-29,608	-100%	$263.8K	—	—	—
Continuum Advisory, LLC	N/A	—	28,408	-28,408	-100%	$253.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	27,539	-27,539	-100%	$245.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	25,644	-25,644	-100%	$228.5K	—	—	—
Bank of America Corp	N/A	—	24,978	-24,978	-100%	$222.6K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	24,783	-24,783	-100%	$220.8K	—	—	—
Stephens Inc	N/A	—	23,782	-23,782	-100%	$211.9K	—	—	—
BFC Planning, Inc.	N/A	—	21,846	-21,846	-100%	$194.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	21,651	-21,651	-100%	$192.9K	—	—	—
Citadel Advisors LLC	N/A	—	21,642	-21,642	-100%	$192.8K	—	—	—
Cetera Investment Advisers	N/A	—	21,615	-21,615	-100%	$192.6K	—	—	—
Waverly Advisors, LLC	N/A	—	20,870	-20,870	-100%	$186.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	20,223	-20,223	-100%	$180.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	18,546	-18,546	-100%	$165.2K	—	—	—
Virtu Financial LLC	N/A	—	17,336	-17,336	-100%	$154.0K	—	—	—
HighTower Advisors, LLC	N/A	—	16,496	-16,496	-100%	$147.0K	—	—	—
Boothbay Fund Management, LLC	N/A	—	13,234	-13,234	-100%	$117.9K	—	—	—
HRT Financial LP	N/A	—	12,222	-12,222	-100%	$108.0K	—	—	—
Palogic Value Management, L.P.	N/A	—	11,000	-11,000	-100%	$98.0K	—	—	—
Leigh Baldwin & Co., LLC	N/A	—	10,000	-10,000	-100%	$89.1K	—	—	—
Colonial Trust Co / SC	N/A	—	3,301	-3,301	-100%	$29.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,850	-2,850	-100%	$25.4K	—	—	—
Tidemark, LLC	N/A	—	2,400	-2,400	-100%	$21.4K	—	—	—
JPMorgan Chase & Co	N/A	—	846	-846	-100%	$7.4K	—	—	—
Ameriflex Group, Inc.	N/A	—	500	-500	-100%	$4.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	194	-194	-100%	$1.7K	—	—	—

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