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Calamos Convert & High Inc (XCHYX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,415,173 from 1,463,502
Change-48,329 (-3%)
Value$16.6M (-$3.4M)
Filed 2026-11-06
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares439,823 from 441,823
Change-2,000 (0%)
Value$5.2M (-$867.3K)
Filed 2026-11-02
Greatmark Investment Partners, Inc.
DECREASED
Shares298,755 from 300,632
Change-1,877 (-1%)
Value$3.5M (-$596.2K)
Filed 2026-10-28
Dumont & Blake Investment Advisors LLC
DECREASED
Shares211,579 from 212,775
Change-1,196 (-1%)
Value$2.5M (-$420.4K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares161,930 from 157,257
Change+4,673 (+3%)
Value$1.9K (-$2.1M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares159,858 from 166,540
Change-6,682 (-4%)
Value$1.9M (-$396.4K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares114,376 from 110,076
Change+4,300 (+4%)
Value$1.3M (-$159.9K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares104,439 from 54,473
Change+49,966 (+92%)
Value$1.2M (+$481.1K)
Filed 2026-11-02
PMG Family Office LLC
INCREASED
Shares92,462 from 91,904
Change+558 (+1%)
Value$1.1M (-$169.0K)
Filed 2026-10-19
Cornerstone Advisory, LLC
DECREASED
Shares82,000 from 104,500
Change-22,500 (-22%)
Value$960.2K (-$463.1K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares75,850 from 75,566
Change+284 (+0%)
Value$888.2K (-$141.0K)
Filed 2026-11-05
Cadent Capital Advisors, LLC
INCREASED
Shares73,112 from 70,750
Change+2,362 (+3%)
Value$856.1K (-$107.5K)
Filed 2026-10-09
Burns J W & Co Inc
UNCHANGED
Shares66,325 from 66,325
Change0 (0%)
Value$776.7K (-$126.7K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
INCREASED
Shares58,894 from 57,743
Change+1,151 (+2%)
Value$689.7K (-$96.8K)
Filed 2026-10-23
Shaker Financial Services, LLC
DECREASED
Shares55,669 from 157,254
Change-101,585 (-65%)
Value$651.9K (-$1.5M)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares54,230 from 53,993
Change+237 (+0%)
Value$635.0K (-$100.4K)
Filed 2026-10-23
Legacy Wealth Management, LLC / MS
DECREASED
Shares49,047 from 51,261
Change-2,214 (-4%)
Value$574.3K (-$123.8K)
Filed 2026-10-30
Merrithew & Thorsten Inc
INCREASED
Shares48,453 from 22,232
Change+26,221 (+118%)
Value$567.4K (+$265.4K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares38,271 from 32,177
Change+6,094 (+19%)
Value$448.2K (+$9.9K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares36,671 from 37,629
Change-958 (-3%)
Value$429.4K (-$83.1K)
Filed 2026-10-30
Bison Wealth, LLC
INCREASED
Shares34,709 from 33,298
Change+1,411 (+4%)
Value$422.1K (-$27.5K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares33,027 from 32,770
Change+257 (+1%)
Value$386.8K (-$59.6K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares30,950 from 20,367
Change+10,583 (+52%)
Value$362.4K (+$85.0K)
Filed 2026-10-16
Autumn Glory Partners, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$351.3K (-$57.3K)
Filed 2026-10-26
Sheets Smith Wealth Management
UNCHANGED
Shares26,681 from 26,681
Change0 (0%)
Value$312.4K (-$51.0K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares24,476 from 24,042
Change+434 (+2%)
Value$272.1K (-$41.0K)
Filed 2026-10-27
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares23,828 from 23,828
Change0 (0%)
Value$279.0K (-$45.5K)
Filed 2026-10-09
LifeWealth Investments, LLC
DECREASED
Shares21,913 from 34,993
Change-13,080 (-37%)
Value$256.6K (-$220.0K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares21,889 from 28,116
Change-6,227 (-22%)
Value$256.3K (-$126.6K)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares21,142 from 20,822
Change+320 (+2%)
Value$247.6K (-$36.0K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares21,099 from 19,196
Change+1,903 (+10%)
Value$234.0K (-$27.5K)
Filed 2026-11-04
Patten & Patten Inc
INCREASED
Shares20,620 from 20,151
Change+469 (+2%)
Value$241.5K (-$33.0K)
Filed 2026-10-26
Mirador Capital Partners LP
INCREASED
Shares20,521 from 18,933
Change+1,588 (+8%)
Value$240.3K (-$17.6K)
Filed 2026-10-09
MKT Advisors LLC
DECREASED
Shares19,688 from 23,113
Change-3,425 (-15%)
Value$234.3K (-$76.6K)
Filed 2026-10-20
Howard Financial Services, Ltd.
UNCHANGED
Shares18,651 from 18,651
Change0 (0%)
Value$218.4K (-$35.6K)
Filed 2026-10-15
Melfa Wealth Management, Inc.
UNCHANGED
Shares17,103 from 17,103
Change0 (0%)
Value$200.3K (-$32.7K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares17,031
Change+17,031
Value$218.2K
Filed 2026-11-03
Summit Financial Strategies, Inc.
UNCHANGED
Shares16,489 from 16,489
Change0 (0%)
Value$193.1K (-$31.5K)
Filed 2026-10-14
Ritholtz Wealth Management
UNCHANGED
Shares16,273 from 16,273
Change0 (0%)
Value$190.6K (-$31.1K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares15,547 from 15,797
Change-250 (-2%)
Value$180.5K (-$32.4K)
Filed 2026-11-02
Creative Planning
NEW
Shares14,179
Change+14,179
Value$166.0K
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares13,406 from 17,530
Change-4,124 (-24%)
Value$157.0K (-$81.8K)
Filed 2026-10-20
Tandem Investment Partners LLC
INCREASED
Shares13,065 from 12,515
Change+550 (+4%)
Value$153.0K (-$17.5K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares12,837 from 13,016
Change-179 (-1%)
Value$150.3K (-$27.0K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares12,455 from 11,480
Change+975 (+8%)
Value$169.6K (+$13.3K)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares12,175 from 12,743
Change-568 (-4%)
Value$142.6K (-$31.0K)
Filed 2026-10-30
Cypress Capital Group
UNCHANGED
Shares12,174 from 12,174
Change0 (0%)
Value$142.6K (-$23.3K)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares11,891 from 11,996
Change-105 (-1%)
Value$139.2K (-$24.1K)
Filed 2026-11-03
Left Brain Wealth Management, LLC
INCREASED
Shares11,550 from 11,150
Change+400 (+4%)
Value$135.3K (-$16.6K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares11,069 from 11,069
Change0 (0%)
Value$150.8K ($0)
Filed 2026-10-26
AMG National Trust Bank
NEW
Shares10,197
Change+10,197
Value$119.4K
Filed 2026-11-05
United Financial Planning Group LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$117.1K (-$19.1K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares9,082 from 9,082
Change0 (0%)
Value$106.3K (-$17.3K)
Filed 2026-11-06
Transce3nd, LLC
NEW
Shares6,500
Change+6,500
Value$74.0K
Filed 2026-10-26
Wolverine Asset Management LLC
NEW
Shares5,787
Change+5,787
Value$67.8K
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares5,613 from 1,333
Change+4,280 (+321%)
Value$65.7K (+$47.6K)
Filed 2026-10-08
GHP Investment Advisors, Inc.
UNCHANGED
Shares5,407 from 5,407
Change0 (0%)
Value$63.3K (-$10.3K)
Filed 2026-10-15
Burk Holdings LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$62.1K (-$10.1K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$41.0K (-$6.7K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares2,765 from 2,704
Change+61 (+2%)
Value$32.1K (-$4.3K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$25 (-$4)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$21.1K (-$3.4K)
Filed 2026-11-05
Central Trust Co
NEW
Shares1,250
Change+1,250
Value$14.6K
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$11.7K (-$1.9K)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$7.5K (-$1.1K)
Filed 2026-10-29
Fortis Group Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5.9K (-$955)
Filed 2026-11-06
Mainstream Capital Management LLC
NEW
Shares480
Change+480
Value$5.6K
Filed 2026-10-23
Highline Wealth Partners LLC
NEW
Shares220
Change+220
Value$2.6K
Filed 2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.3K (-$382)
Filed 2026-10-28
CX Institutional
INCREASED
Shares166 from 163
Change+3 (+2%)
Value$2 ($0)
Filed 2026-10-02
Golden State Wealth Management, LLC
INCREASED
Shares116 from 113
Change+3 (+3%)
Value$1.4K (-$186)
Filed 2026-11-02
Choreo, LLC
CLOSED
Shares0 from 33,974
Change-33,974 (-100%)
Value$0 (-$462.7K)
Filed 2026-10-28
Wedbush Securities Inc
CLOSED
Shares0 from 21,126
Change-21,126 (-100%)
Value$0 (-$288.0K)
Filed 2026-10-22
Independent Financial Group, LLC
CLOSED
Shares0 from 10,767
Change-10,767 (-100%)
Value$0 (-$146.6K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 10,257
Change-10,257 (-100%)
Value$0 (-$141.0K)
Filed 2026-10-13
Private Trust Co NA
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$53.1K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 3,305
Change-3,305 (-100%)
Value$0 (-$45.0K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,017
Change-1,017 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 1,264,610
Change-1,264,610 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,258,018
Change-1,258,018 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,090,866
Change-1,090,866 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 795,623
Change-795,623 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 573,420
Change-573,420 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 542,484
Change-542,484 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 359,069
Change-359,069 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 317,109
Change-317,109 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 245,638
Change-245,638 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 237,019
Change-237,019 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 221,918
Change-221,918 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 221,656
Change-221,656 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 151,512
Change-151,512 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 151,082
Change-151,082 (-100%)
Value—
UBS Group AG
N/A
Shares— from 137,942
Change-137,942 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 120,210
Change-120,210 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 119,235
Change-119,235 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 94,848
Change-94,848 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 65,491
Change-65,491 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 64,227
Change-64,227 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 61,122
Change-61,122 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 59,886
Change-59,886 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 58,378
Change-58,378 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 54,125
Change-54,125 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 51,645
Change-51,645 (-100%)
Value—
&partners
N/A
Shares— from 49,606
Change-49,606 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 43,548
Change-43,548 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 43,090
Change-43,090 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 38,050
Change-38,050 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 37,261
Change-37,261 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 32,197
Change-32,197 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 31,863
Change-31,863 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,785
Change-30,785 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 29,306
Change-29,306 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 23,892
Change-23,892 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,487
Change-22,487 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,512
Change-18,512 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,298
Change-17,298 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 16,033
Change-16,033 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 11,133
Change-11,133 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,846
Change-10,846 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,202
Change-10,202 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 10,153
Change-10,153 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 950
Change-950 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 395
Change-395 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 111
Change-111 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Fiduciary Financial Advisors
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED1,415,1731,463,502-48,329-3%$19.9M$16.6M-$3.4M2026-11-06
Pacific Wealth Strategies Group, Inc.
DECREASED439,823441,823-2,0000%$6.0M$5.2M-$867.3K2026-11-02
Greatmark Investment Partners, Inc.
DECREASED298,755300,632-1,877-1%$4.1M$3.5M-$596.2K2026-10-28
Dumont & Blake Investment Advisors LLC
DECREASED211,579212,775-1,196-1%$2.9M$2.5M-$420.4K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED161,930157,257+4,673+3%$2.1M$1.9K-$2.1M2026-11-02
Commonwealth Equity Services, LLC
DECREASED159,858166,540-6,682-4%$2.3M$1.9M-$396.4K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED114,376110,076+4,300+4%$1.5M$1.3M-$159.9K2026-11-06
Kestra Advisory Services, LLC
INCREASED104,43954,473+49,966+92%$741.9K$1.2M+$481.1K2026-11-02
PMG Family Office LLC
INCREASED92,46291,904+558+1%$1.3M$1.1M-$169.0K2026-10-19
Cornerstone Advisory, LLC
DECREASED82,000104,500-22,500-22%$1.4M$960.2K-$463.1K2026-11-06
Compound Planning, Inc.
INCREASED75,85075,566+284+0%$1.0M$888.2K-$141.0K2026-11-05
Cadent Capital Advisors, LLC
INCREASED73,11270,750+2,362+3%$963.6K$856.1K-$107.5K2026-10-09
Burns J W & Co Inc
UNCHANGED66,32566,32500%$903.3K$776.7K-$126.7K2026-10-20
Samalin Investment Counsel, LLC
INCREASED58,89457,743+1,151+2%$786.5K$689.7K-$96.8K2026-10-23
Shaker Financial Services, LLC
DECREASED55,669157,254-101,585-65%$2.1M$651.9K-$1.5M2026-10-14
Apollon Wealth Management, LLC
INCREASED54,23053,993+237+0%$735.4K$635.0K-$100.4K2026-10-23
Legacy Wealth Management, LLC / MS
DECREASED49,04751,261-2,214-4%$698.2K$574.3K-$123.8K2026-10-30
Merrithew & Thorsten Inc
INCREASED48,45322,232+26,221+118%$302.0K$567.4K+$265.4K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED38,27132,177+6,094+19%$438.3K$448.2K+$9.9K2026-11-05
Truist Financial Corp
DECREASED36,67137,629-958-3%$512.5K$429.4K-$83.1K2026-10-30
Bison Wealth, LLC
INCREASED34,70933,298+1,411+4%$449.5K$422.1K-$27.5K2026-10-13
D.A. Davidson & Co.
INCREASED33,02732,770+257+1%$446.3K$386.8K-$59.6K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED30,95020,367+10,583+52%$277.4K$362.4K+$85.0K2026-10-16
Autumn Glory Partners, LLC
UNCHANGED30,00030,00000%$408.6K$351.3K-$57.3K2026-10-26
Sheets Smith Wealth Management
UNCHANGED26,68126,68100%$363.4K$312.4K-$51.0K2026-10-16
Chicago Partners Investment Group LLC
INCREASED24,47624,042+434+2%$313.0K$272.1K-$41.0K2026-10-27
Graves Light Lenhart Wealth, Inc.
UNCHANGED23,82823,82800%$324.5K$279.0K-$45.5K2026-10-09
LifeWealth Investments, LLC
DECREASED21,91334,993-13,080-37%$476.6K$256.6K-$220.0K2026-10-21
Oppenheimer & Co Inc
DECREASED21,88928,116-6,227-22%$382.9K$256.3K-$126.6K2026-10-26
Meridian Wealth Management, LLC
INCREASED21,14220,822+320+2%$283.6K$247.6K-$36.0K2026-11-05
Prospera Financial Services Inc
INCREASED21,09919,196+1,903+10%$261.5K$234.0K-$27.5K2026-11-04
Patten & Patten Inc
INCREASED20,62020,151+469+2%$274.5K$241.5K-$33.0K2026-10-26
Mirador Capital Partners LP
INCREASED20,52118,933+1,588+8%$257.9K$240.3K-$17.6K2026-10-09
MKT Advisors LLC
DECREASED19,68823,113-3,425-15%$310.9K$234.3K-$76.6K2026-10-20
Howard Financial Services, Ltd.
UNCHANGED18,65118,65100%$254.0K$218.4K-$35.6K2026-10-15
Melfa Wealth Management, Inc.
UNCHANGED17,10317,10300%$232.9K$200.3K-$32.7K2026-11-06
StoneX Group Inc.
NEW17,031—+17,031——$218.2K—2026-11-03
Summit Financial Strategies, Inc.
UNCHANGED16,48916,48900%$224.6K$193.1K-$31.5K2026-10-14
Ritholtz Wealth Management
UNCHANGED16,27316,27300%$221.6K$190.6K-$31.1K2026-11-05
International Assets Investment Management, LLC
DECREASED15,54715,797-250-2%$212.9K$180.5K-$32.4K2026-11-02
Creative Planning
NEW14,179—+14,179——$166.0K—2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED13,40617,530-4,124-24%$238.8K$157.0K-$81.8K2026-10-20
Tandem Investment Partners LLC
INCREASED13,06512,515+550+4%$170.5K$153.0K-$17.5K2026-10-16
Davenport & Co LLC
DECREASED12,83713,016-179-1%$177.3K$150.3K-$27.0K2026-10-14
Allworth Financial LP
INCREASED12,45511,480+975+8%$156.4K$169.6K+$13.3K2026-11-06
Spire Wealth Management
DECREASED12,17512,743-568-4%$173.6K$142.6K-$31.0K2026-10-30
Cypress Capital Group
UNCHANGED12,17412,17400%$165.8K$142.6K-$23.3K2026-11-03
Verus Capital Partners, LLC
DECREASED11,89111,996-105-1%$163.4K$139.2K-$24.1K2026-11-03
Left Brain Wealth Management, LLC
INCREASED11,55011,150+400+4%$151.9K$135.3K-$16.6K2026-10-28
PKS Advisory Services, LLC
UNCHANGED11,06911,06900%$150.8K$150.8K$02026-10-26
AMG National Trust Bank
NEW10,197—+10,197——$119.4K—2026-11-05
United Financial Planning Group LLC
UNCHANGED10,00010,00000%$136.2K$117.1K-$19.1K2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED9,0829,08200%$123.7K$106.3K-$17.3K2026-11-06
Transce3nd, LLC
NEW6,500—+6,500——$74.0K—2026-10-26
Wolverine Asset Management LLC
NEW5,787—+5,787——$67.8K—2026-11-02
Farther Finance Advisors, LLC
INCREASED5,6131,333+4,280+321%$18.2K$65.7K+$47.6K2026-10-08
GHP Investment Advisors, Inc.
UNCHANGED5,4075,40700%$73.6K$63.3K-$10.3K2026-10-15
Burk Holdings LLC
UNCHANGED5,3005,30000%$72.2K$62.1K-$10.1K2026-11-05
US Bancorp \de\
UNCHANGED3,5003,50000%$47.7K$41.0K-$6.7K2026-11-05
TD Waterhouse Canada Inc.
INCREASED2,7652,704+61+2%$36.4K$32.1K-$4.3K2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED2,1002,10000%$29$25-$42026-11-04
Fifth Third Bancorp
UNCHANGED1,8001,80000%$24.5K$21.1K-$3.4K2026-11-05
Central Trust Co
NEW1,250—+1,250——$14.6K—2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED1,0001,00000%$13.6K$11.7K-$1.9K2026-10-23
Salomon & Ludwin, LLC
UNCHANGED63763700%$8.6K$7.5K-$1.1K2026-10-29
Fortis Group Advisors, LLC
UNCHANGED50050000%$6.8K$5.9K-$9552026-11-06
Mainstream Capital Management LLC
NEW480—+480——$5.6K—2026-10-23
Highline Wealth Partners LLC
NEW220—+220——$2.6K—2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED20020000%$2.7K$2.3K-$3822026-10-28
CX Institutional
INCREASED166163+3+2%$2$2$02026-10-02
Golden State Wealth Management, LLC
INCREASED116113+3+3%$1.6K$1.4K-$1862026-11-02
Choreo, LLC
CLOSED033,974-33,974-100%$462.7K$0-$462.7K2026-10-28
Wedbush Securities Inc
CLOSED021,126-21,126-100%$288.0K$0-$288.0K2026-10-22
Independent Financial Group, LLC
CLOSED010,767-10,767-100%$146.6K$0-$146.6K2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED010,257-10,257-100%$141.0K$0-$141.0K2026-10-13
Private Trust Co NA
CLOSED03,900-3,900-100%$53.1K$0-$53.1K2026-10-20
Institute for Wealth Management, Llc.
CLOSED03,305-3,305-100%$45.0K$0-$45.0K2026-11-06
AdvisorNet Financial, Inc
CLOSED01,017-1,017-100%$13.9K$0-$13.9K2026-10-15
Bank of America Corp
N/A—1,264,610-1,264,610-100%$17.2M———
Wells Fargo & Company
N/A—1,258,018-1,258,018-100%$17.1M———
Morgan Stanley
N/A—1,090,866-1,090,866-100%$14.9M———
Guggenheim Capital LLC
N/A—795,623-795,623-100%$10.8M———
Advisors Asset Management, Inc.
N/A—573,420-573,420-100%$7.8M———
Cohen & Steers, Inc.
N/A—542,484-542,484-100%$7.4M———
Raymond James Financial Inc
N/A—359,069-359,069-100%$4.9M———
Envestnet Asset Management Inc
N/A—317,109-317,109-100%$4.3M———
Thomas J. Herzfeld Advisors, Inc.
N/A—245,638-245,638-100%$3.3M———
Royal Bank of Canada
N/A—237,019-237,019-100%$3.2M———
Osaic Holdings, Inc.
N/A—221,918-221,918-100%$3.0M———
Morse Asset Management, Inc
N/A—221,656-221,656-100%$3.0M———
Cetera Investment Advisers
N/A—151,512-151,512-100%$2.1M———
Baird Financial Group, Inc.
N/A—151,082-151,082-100%$2.1M———
UBS Group AG
N/A—137,942-137,942-100%$1.9M———
Janney Montgomery Scott LLC
N/A—120,210-120,210-100%$1.6M———
Ameriprise Financial Inc
N/A—119,235-119,235-100%$1.6M———
NewEdge Advisors, LLC
N/A—94,848-94,848-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—65,491-65,491-100%$892.0K———
Rockefeller Capital Management L.P.
N/A—64,227-64,227-100%$874.8K———
BFC Planning, Inc.
N/A—61,122-61,122-100%$832.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—59,886-59,886-100%$815.6K———
Stifel Financial Corp
N/A—58,378-58,378-100%$795.1K———
Stratos Wealth Partners, Ltd.
N/A—54,125-54,125-100%$737.2K———
Curi Capital, LLC
N/A—51,645-51,645-100%$703.4K———
&partners
N/A—49,606-49,606-100%$675.6K———
Kingsview Wealth Management, LLC
N/A—43,548-43,548-100%$593.1K———
PFG Investments, LLC
N/A—43,090-43,090-100%$586.9K———
National Bank of Canada
N/A—38,050-38,050-100%$513.7K———
Chancellor Financial Group WB LP
N/A—37,261-37,261-100%$507.5K———
Steward Partners Investment Advisory, LLC
N/A—32,197-32,197-100%$438.5K———
Cofg Advisors, LLC
N/A—31,863-31,863-100%$434.0K———
XTX Topco Ltd
N/A—30,785-30,785-100%$419.3K———
Focus Partners Wealth
N/A—29,306-29,306-100%$399.1K———
Invesco Ltd.
N/A—23,892-23,892-100%$325.4K———
MML Investors Services, LLC
N/A—22,487-22,487-100%$306.3K———
Cerity Partners LLC
N/A—18,512-18,512-100%$252.1K———
Oxbow Advisors, LLC
N/A—17,500-17,500-100%$238.4K———
EP Wealth Advisors, LLC
N/A—17,298-17,298-100%$235.6K———
Insigneo Advisory Services, LLC
N/A—16,033-16,033-100%$218.4K———
Zhang Financial LLC
N/A—11,845-11,845-100%$161.3K———
Stonebrook Private Inc.
N/A—11,133-11,133-100%$151.6K———
Benjamin Edwards Inc
N/A—10,900-10,900-100%$148.5K———
Mutual Advisors, LLC
N/A—10,846-10,846-100%$147.7K———
Jane Street Group, LLC
N/A—10,202-10,202-100%$139.0K———
Millennium Management LLC
N/A—10,153-10,153-100%$138.3K———
Harbour Investments, Inc.
N/A—8,928-8,928-100%$121.6K———
Northwestern Mutual Wealth Management Co
N/A—5,380-5,380-100%$73.3K———
Clear Street Group Inc.
N/A—5,360-5,360-100%$73.0K———
Ameriflex Group, Inc.
N/A—4,300-4,300-100%$58.6K———
BlackRock, Inc.
N/A—3,298-3,298-100%$44.9K———
Hollencrest Capital Management
N/A—2,940-2,940-100%$40.0K———
IFG Advisory, LLC
N/A—2,600-2,600-100%$35.4K———
Colonial Trust Co / SC
N/A—2,199-2,199-100%$29.5K———
Quent Capital, LLC
N/A—2,000-2,000-100%$27.2K———
Geneos Wealth Management Inc.
N/A—1,540-1,540-100%$21.0K———
Whittier Trust Co of Nevada Inc
N/A—1,358-1,358-100%$18.3K———
Glen Eagle Advisors, LLC
N/A—1,300-1,300-100%$17.7K———
Federation des caisses Desjardins du Quebec
N/A—1,250-1,250-100%$16.9K———
Arax Advisory Partners
N/A—1,214-1,214-100%$16.5K———
N.E.W. Advisory Services LLC
N/A—1,009-1,009-100%$13.7K———
Continuum Advisory, LLC
N/A—1,000-1,000-100%$13.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—950-950-100%$12.9K———
Bartlett & Co. Wealth Management LLC
N/A—555-555-100%$7.6K———
ST Germain D J Co Inc
N/A—395-395-100%$5.4K———
JPMorgan Chase & Co
N/A—111-111-100%$1.5K———
Boreal Capital Management LLC
N/A—00—$836.4K———
Fiduciary Financial Advisors
N/A—00—$0———
Showing 146 of 146 institutions