Capital Southwest Corp (CSWC)

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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Sound Income Strategies, LLC

DECREASED

Shares876,046 from 934,321

Change-58,275 (-6%)

Value$20.8M (-$1.4M)

Filed 2026-10-09

Sanders Morris Harris LLC

DECREASED

Shares665,694 from 759,992

Change-94,298 (-12%)

Value$15.4M (-$2.7M)

Filed 2026-10-14

Muzinich & Co., Inc.

INCREASED

Shares453,109 from 435,909

Change+17,200 (+4%)

Value$10.5M (+$118.9K)

Filed 2026-10-22

Columbus Macro, LLC

INCREASED

Shares398,048 from 374,871

Change+23,177 (+6%)

Value$9.2M (+$296.2K)

Filed 2026-10-14

Tectonic Advisors LLC

INCREASED

Shares377,520 from 355,370

Change+22,150 (+6%)

Value$8.7M (+$284.9K)

Filed 2026-10-22

Sumitomo Mitsui Trust Group, Inc.

INCREASED

Shares293,778 from 291,778

Change+2,000 (+1%)

Value$6.8M (-$140.5K)

Filed 2026-10-29

Epiq Partners, LLC

DECREASED

Shares289,321 from 294,003

Change-4,682 (-2%)

Value$6.7M (-$296.4K)

Filed 2026-10-07

Womack Financial LLC

INCREASED

Shares239,347 from 230,538

Change+8,809 (+4%)

Value$5.5M (+$56.2K)

Filed 2026-10-14

LPL Financial LLC

DECREASED

Shares194,347 from 402,585

Change-208,238 (-52%)

Value$4.5M (-$5.1M)

Filed 2026-11-06

Grace & White Inc

UNCHANGED

Shares159,697 from 159,697

Change0 (0%)

Value$3.7M (-$102.2K)

Filed 2026-10-23

GraniteShares Advisors LLC

INCREASED

Shares128,430 from 126,444

Change+1,986 (+2%)

Value$3.0M (-$35.0K)

Filed 2026-10-29

Confluence Investment Management LLC

INCREASED

Shares104,570 from 95,362

Change+9,208 (+10%)

Value$2.4M (+$151.9K)

Filed 2026-10-01

Independent Financial Group, LLC

INCREASED

Shares91,921 from 59,115

Change+32,806 (+56%)

Value$2.1M (+$721.0K)

Filed 2026-10-13

SMH Capital Advisors Inc

INCREASED

Shares80,526 from 80,072

Change+454 (+1%)

Value$1.9M (-$40.7K)

Filed 2026-10-29

Legacy Capital Wealth Partners, LLC

INCREASED

Shares78,611 from 74,653

Change+3,958 (+5%)

Value$1.8M (+$43.8K)

Filed 2026-10-21

Kestra Advisory Services, LLC

INCREASED

Shares71,278 from 64,703

Change+6,575 (+10%)

Value$1.6M (+$110.7K)

Filed 2026-11-02

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares70,828 from 62,374

Change+8,454 (+14%)

Value$1.6M (+$155.6K)

Filed 2026-10-13

B. Riley Wealth Advisors, Inc.

DECREASED

Shares67,058 from 69,775

Change-2,717 (-4%)

Value$1.6M (-$90.0K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares64,463 from 63,291

Change+1,172 (+2%)

Value$1.5M (-$13.0K)

Filed 2026-11-02

Bayshore Capital Advisors, LLC

INCREASED

Shares61,320 from 48,320

Change+13,000 (+27%)

Value$1.4M (+$269.8K)

Filed 2026-11-02

Catalyst Capital Advisors LLC

UNCHANGED

Shares49,000 from 49,000

Change0 (0%)

Value$1.1M (-$31.4K)

Filed 2026-11-02

MQS Management LLC

NEW

Shares46,340

Change+46,340

Value$1.1M

Filed 2026-11-06

GEN Financial Management, Inc.

INCREASED

Shares44,069 from 26,569

Change+17,500 (+66%)

Value$1.0M (+$387.8K)

Filed 2026-10-13

Symphony Financial, Ltd. Co.

INCREASED

Shares43,403 from 42,154

Change+1,249 (+3%)

Value$1.0M (+$19.3K)

Filed 2026-10-22

Brookstone Capital Management

INCREASED

Shares42,451 from 38,697

Change+3,754 (+10%)

Value$981.9K (+$62.1K)

Filed 2026-10-22

Cornerstone Wealth Management, LLC

INCREASED

Shares41,595 from 40,813

Change+782 (+2%)

Value$962.1K (-$8.0K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares30,925 from 36,203

Change-5,278 (-15%)

Value$715.3K (-$145.3K)

Filed 2026-11-02

AlphaCore Capital LLC

DECREASED

Shares30,726 from 31,546

Change-820 (-3%)

Value$710.7K (-$39.1K)

Filed 2026-11-04

Barclays PLC

NEW

Shares24,935

Change+24,935

Value$576.7K

Filed 2026-11-06

Apollon Wealth Management, LLC

INCREASED

Shares23,275 from 22,681

Change+594 (+3%)

Value$538.3K (-$786)

Filed 2026-10-23

Wedbush Securities Inc

INCREASED

Shares20,184 from 19,276

Change+908 (+5%)

Value$467.0K (+$9.0K)

Filed 2026-10-22

Mraz, Amerine & Associates, Inc.

DECREASED

Shares19,354 from 21,979

Change-2,625 (-12%)

Value$447.7K (-$74.8K)

Filed 2026-10-30

1900 Wealth Management LLC

UNCHANGED

Shares18,272 from 18,272

Change0 (0%)

Value$422.6K (-$11.7K)

Filed 2026-10-13

FCG Investment Co

INCREASED

Shares17,477 from 13,763

Change+3,714 (+27%)

Value$404.2K (+$77.1K)

Filed 2026-10-13

Closed-End Fund Advisors, Inc.

DECREASED

Shares17,172 from 19,487

Change-2,315 (-12%)

Value$397.2K (-$66.0K)

Filed 2026-11-04

Imc-Chicago, LLC

NEW

Shares16,813

Change+16,813

Value$388.9K

Filed 2026-11-05

US Bancorp \de\

INCREASED

Shares13,735 from 13,700

Change+35 (+0%)

Value$317.7K (-$8.0K)

Filed 2026-11-05

Eagle Global Advisors LLC

INCREASED

Shares13,565 from 13,515

Change+50 (+0%)

Value$313.8K (-$7.5K)

Filed 2026-11-02

Core Wealth Partners LLC

INCREASED

Shares12,766 from 12,320

Change+446 (+4%)

Value$295.3K (+$2.4K)

Filed 2026-11-02

Generali Investments CEE, investicni spolecnost, a.s.

UNCHANGED

Shares12,758 from 12,758

Change0 (0%)

Value$303.3K ($0)

Filed 2026-10-15

Accel Wealth Management

INCREASED

Shares12,533 from 12,521

Change+12 (+0%)

Value$289.9K (-$7.7K)

Filed 2026-10-13

Creative Planning

DECREASED

Shares11,407 from 12,352

Change-945 (-8%)

Value$263.8K (-$29.8K)

Filed 2026-11-02

ProShare Advisors LLC

DECREASED

Shares10,743 from 11,364

Change-621 (-5%)

Value$248.5K (-$21.6K)

Filed 2026-10-29

MacKenzie Financial Corp

UNCHANGED

Shares10,520 from 10,520

Change0 (0%)

Value$243.3K (-$6.7K)

Filed 2026-11-02

Total Clarity Wealth Management, Inc.

NEW

Shares10,280

Change+10,280

Value$237.8K

Filed 2026-10-26

Leonteq Securities AG

INCREASED

Shares8,200 from 7,000

Change+1,200 (+17%)

Value$189.7K (+$23.3K)

Filed 2026-10-29

Allworth Financial LP

UNCHANGED

Shares6,535 from 6,535

Change0 (0%)

Value$155.3K ($0)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares4,185 from 4,185

Change0 (0%)

Value$96.8K (-$2.7K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

UNCHANGED

Shares3,088 from 3,088

Change0 (0%)

Value$71.4K (-$2.0K)

Filed 2026-11-06

Burk Holdings LLC

UNCHANGED

Shares3,068 from 3,068

Change0 (0%)

Value$71.0K (-$2.0K)

Filed 2026-11-05

Signaturefd, LLC

INCREASED

Shares3,055 from 2,738

Change+317 (+12%)

Value$70.7K (+$5.6K)

Filed 2026-10-23

State of Alaska, Department of Revenue

INCREASED

Shares2,507 from 2,237

Change+270 (+12%)

Value$57 (-$52.9K)

Filed 2026-10-15

Washington Trust Advisors, Inc.

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$57.8K (-$1.6K)

Filed 2026-10-22

Spire Wealth Management

DECREASED

Shares2,400 from 2,800

Change-400 (-14%)

Value$55.5K (-$11.0K)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

INCREASED

Shares2,336 from 2,319

Change+17 (+1%)

Value$54.0K (-$1.1K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares2,048 from 2,438

Change-390 (-16%)

Value$47.4K (-$10.6K)

Filed 2026-10-08

Triumph Capital Management

UNCHANGED

Shares1,750 from 1,750

Change0 (0%)

Value$40.5K (-$1.1K)

Filed 2026-10-14

Union Bancaire Privee, UBP SA

UNCHANGED

Shares1,685 from 1,685

Change0 (0%)

Value$6.1M (-$205.7K)

Filed 2026-11-04

Highline Wealth Partners LLC

DECREASED

Shares1,161 from 2,094

Change-933 (-45%)

Value$26.9K (-$22.9K)

Filed 2026-10-19

North Star Investment Management Corp.

UNCHANGED

Shares1,025 from 1,025

Change0 (0%)

Value$23.7K (-$656)

Filed 2026-10-27

Nfsg Corp

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$23.1K (-$640)

Filed 2026-10-15

Larson Financial Group LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$23.1K (-$640)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares999 from 662

Change+337 (+51%)

Value$23.1K (+$7.4K)

Filed 2026-11-06

Avion Wealth

INCREASED

Shares906 from 900

Change+6 (+1%)

Value$20 (-$1)

Filed 2026-11-04

Toth Financial Advisory Corp

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$13.9K (-$384)

Filed 2026-10-08

Central Trust Co

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$13.9K (-$384)

Filed 2026-11-05

Hager Investment Management Services, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$11.6K (-$320)

Filed 2026-11-04

Key Capital Management, Inc

DECREASED

Shares462 from 726

Change-264 (-36%)

Value$10.7K (-$6.6K)

Filed 2026-11-03

Latitude Advisors, LLC

NEW

Shares439

Change+439

Value$10.1K

Filed 2026-10-27

Nisa Investment Advisors, LLC

UNCHANGED

Shares291 from 291

Change0 (0%)

Value$6.7K (-$186)

Filed 2026-10-20

First Horizon Corp

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.6K (-$128)

Filed 2026-10-26

Signature Equity Partners, LLC

NEW

Shares181

Change+181

Value$4.2K

Filed 2026-10-29

Archer Investment Corp

INCREASED

Shares150 from 146

Change+4 (+3%)

Value$3.5K (-$2)

Filed 2026-11-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$1.6K (-$45)

Filed 2026-11-03

Citigroup Inc

NEW

Shares52

Change+52

Value$1.2K

Filed 2026-11-04

United Community Bank

NEW

Shares40

Change+40

Value$925

Filed 2026-10-28

Mainstream Capital Management LLC

NEW

Shares35

Change+35

Value$810

Filed 2026-10-23

NBT Bank, N.A.

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$789 (-$9)

Filed 2026-10-21

Hilton Head Capital Partners, LLC

INCREASED

Shares31 from 30

Change+1 (+3%)

Value$713 ($0)

Filed 2026-10-23

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$116 (-$3)

Filed 2026-10-23

Assetmark, Inc

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$69 (-$2)

Filed 2026-10-21

Arlington Capital Management Inc

CLOSED

Shares0 from 24,202

Change-24,202 (-100%)

Value$0 (-$575.3K)

Filed 2026-10-30

Samalin Investment Counsel, LLC

CLOSED

Shares0 from 16,005

Change-16,005 (-100%)

Value$0 (-$380.4K)

Filed 2026-10-23

Amundi

CLOSED

Shares0 from 13,279

Change-13,279 (-100%)

Value$0 (-$315.6K)

Filed 2026-11-06

Geode Capital Management, LLC

CLOSED

Shares0 from 11,251

Change-11,251 (-100%)

Value$0 (-$267.4K)

Filed 2026-11-06

Blue Trust, Inc.

CLOSED

Shares0 from 985

Change-985 (-100%)

Value$0 (-$23.4K)

Filed 2026-10-15

Simplex Trading, LLC

CLOSED

Shares0 from 970

Change-970 (-100%)

Value$0 (-$23.1K)

Filed 2026-11-04

Valley National Advisers Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$2.4K)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$642)

Filed 2026-10-29

Van Eck Associates Corp

N/A

Shares— from 1,526,667

Change-1,526,667 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,218,244

Change-1,218,244 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,180,391

Change-1,180,391 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 525,697

Change-525,697 (-100%)

Value—

Empirical Finance, LLC

N/A

Shares— from 525,500

Change-525,500 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 499,715

Change-499,715 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 490,926

Change-490,926 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 417,574

Change-417,574 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 379,686

Change-379,686 (-100%)

Value—

Melia Wealth LLC

N/A

Shares— from 377,760

Change-377,760 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 300,377

Change-300,377 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 269,532

Change-269,532 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 215,970

Change-215,970 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 197,768

Change-197,768 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 167,842

Change-167,842 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 167,732

Change-167,732 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 160,021

Change-160,021 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 157,937

Change-157,937 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 129,161

Change-129,161 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 120,787

Change-120,787 (-100%)

Value—

Hodges Capital Management Inc.

N/A

Shares— from 112,283

Change-112,283 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 103,851

Change-103,851 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 103,686

Change-103,686 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 98,619

Change-98,619 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 97,027

Change-97,027 (-100%)

Value—

First Dallas Securities Inc.

N/A

Shares— from 90,468

Change-90,468 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 88,251

Change-88,251 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 87,762

Change-87,762 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 86,011

Change-86,011 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 84,495

Change-84,495 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 83,697

Change-83,697 (-100%)

Value—

State Street Corp

N/A

Shares— from 80,442

Change-80,442 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 78,667

Change-78,667 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 77,938

Change-77,938 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 77,193

Change-77,193 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 75,000

Change-75,000 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 72,014

Change-72,014 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 66,615

Change-66,615 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 66,133

Change-66,133 (-100%)

Value—

Moerus Capital Management LLC

N/A

Shares— from 61,698

Change-61,698 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 57,116

Change-57,116 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 51,258

Change-51,258 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 45,257

Change-45,257 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 43,455

Change-43,455 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 42,721

Change-42,721 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 38,884

Change-38,884 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 37,445

Change-37,445 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 36,618

Change-36,618 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 31,550

Change-31,550 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 30,530

Change-30,530 (-100%)

Value—

Greenland Capital Management LP

N/A

Shares— from 29,000

Change-29,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 27,535

Change-27,535 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 26,405

Change-26,405 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 26,157

Change-26,157 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 24,481

Change-24,481 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 24,009

Change-24,009 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 23,312

Change-23,312 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 21,812

Change-21,812 (-100%)

Value—

Zuckerman Investment Group, LLC

N/A

Shares— from 21,371

Change-21,371 (-100%)

Value—

&partners

N/A

Shares— from 18,428

Change-18,428 (-100%)

Value—

Lbmc Investment Advisors, LLC

N/A

Shares— from 18,250

Change-18,250 (-100%)

Value—

Fund Advisors of America Inc

N/A

Shares— from 16,578

Change-16,578 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 16,171

Change-16,171 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 15,770

Change-15,770 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 15,354

Change-15,354 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 15,016

Change-15,016 (-100%)

Value—

Dearborn Partners LLC

N/A

Shares— from 13,966

Change-13,966 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,949

Change-13,949 (-100%)

Value—

Black Swift Group, LLC

N/A

Shares— from 13,550

Change-13,550 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 13,045

Change-13,045 (-100%)

Value—

Mission Hills Financial Advisory, LLC

N/A

Shares— from 12,836

Change-12,836 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 12,437

Change-12,437 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 11,959

Change-11,959 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 11,902

Change-11,902 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 11,794

Change-11,794 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 11,558

Change-11,558 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,442

Change-11,442 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 11,373

Change-11,373 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,993

Change-10,993 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 10,845

Change-10,845 (-100%)

Value—

Permanent Capital Management, LP

N/A

Shares— from 9,820

Change-9,820 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 9,746

Change-9,746 (-100%)

Value—

SageGuard Financial Group, LLC

N/A

Shares— from 9,122

Change-9,122 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 8,825

Change-8,825 (-100%)

Value—

Eight 31 Financial, LLC

N/A

Shares— from 8,750

Change-8,750 (-100%)

Value—

VPR Management LLC

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 8,477

Change-8,477 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 4,809

Change-4,809 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 4,096

Change-4,096 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,975

Change-2,975 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,810

Change-1,810 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,630

Change-1,630 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 1,606

Change-1,606 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 1,575

Change-1,575 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,225

Change-1,225 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,206

Change-1,206 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 980

Change-980 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 955

Change-955 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 855

Change-855 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 514

Change-514 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Quarry LP

N/A

Shares— from 88

Change-88 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 14

Change-14 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Sound Income Strategies, LLC	DECREASED	876,046	934,321	-58,275	-6%	$22.2M	$20.8M	-$1.4M	2026-10-09
Sanders Morris Harris LLC	DECREASED	665,694	759,992	-94,298	-12%	$18.1M	$15.4M	-$2.7M	2026-10-14
Muzinich & Co., Inc.	INCREASED	453,109	435,909	+17,200	+4%	$10.4M	$10.5M	+$118.9K	2026-10-22
Columbus Macro, LLC	INCREASED	398,048	374,871	+23,177	+6%	$8.9M	$9.2M	+$296.2K	2026-10-14
Tectonic Advisors LLC	INCREASED	377,520	355,370	+22,150	+6%	$8.4M	$8.7M	+$284.9K	2026-10-22
Sumitomo Mitsui Trust Group, Inc.	INCREASED	293,778	291,778	+2,000	+1%	$6.9M	$6.8M	-$140.5K	2026-10-29
Epiq Partners, LLC	DECREASED	289,321	294,003	-4,682	-2%	$7.0M	$6.7M	-$296.4K	2026-10-07
Womack Financial LLC	INCREASED	239,347	230,538	+8,809	+4%	$5.5M	$5.5M	+$56.2K	2026-10-14
LPL Financial LLC	DECREASED	194,347	402,585	-208,238	-52%	$9.6M	$4.5M	-$5.1M	2026-11-06
Grace & White Inc	UNCHANGED	159,697	159,697	0	0%	$3.8M	$3.7M	-$102.2K	2026-10-23
GraniteShares Advisors LLC	INCREASED	128,430	126,444	+1,986	+2%	$3.0M	$3.0M	-$35.0K	2026-10-29
Confluence Investment Management LLC	INCREASED	104,570	95,362	+9,208	+10%	$2.3M	$2.4M	+$151.9K	2026-10-01
Independent Financial Group, LLC	INCREASED	91,921	59,115	+32,806	+56%	$1.4M	$2.1M	+$721.0K	2026-10-13
SMH Capital Advisors Inc	INCREASED	80,526	80,072	+454	+1%	$1.9M	$1.9M	-$40.7K	2026-10-29
Legacy Capital Wealth Partners, LLC	INCREASED	78,611	74,653	+3,958	+5%	$1.8M	$1.8M	+$43.8K	2026-10-21
Kestra Advisory Services, LLC	INCREASED	71,278	64,703	+6,575	+10%	$1.5M	$1.6M	+$110.7K	2026-11-02
Hennion & Walsh Asset Management, Inc.	INCREASED	70,828	62,374	+8,454	+14%	$1.5M	$1.6M	+$155.6K	2026-10-13
B. Riley Wealth Advisors, Inc.	DECREASED	67,058	69,775	-2,717	-4%	$1.6M	$1.6M	-$90.0K	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	64,463	63,291	+1,172	+2%	$1.5M	$1.5M	-$13.0K	2026-11-02
Bayshore Capital Advisors, LLC	INCREASED	61,320	48,320	+13,000	+27%	$1.1M	$1.4M	+$269.8K	2026-11-02
Catalyst Capital Advisors LLC	UNCHANGED	49,000	49,000	0	0%	$1.2M	$1.1M	-$31.4K	2026-11-02
MQS Management LLC	NEW	46,340	—	+46,340	—	—	$1.1M	—	2026-11-06
GEN Financial Management, Inc.	INCREASED	44,069	26,569	+17,500	+66%	$631.5K	$1.0M	+$387.8K	2026-10-13
Symphony Financial, Ltd. Co.	INCREASED	43,403	42,154	+1,249	+3%	$991.5K	$1.0M	+$19.3K	2026-10-22
Brookstone Capital Management	INCREASED	42,451	38,697	+3,754	+10%	$919.8K	$981.9K	+$62.1K	2026-10-22
Cornerstone Wealth Management, LLC	INCREASED	41,595	40,813	+782	+2%	$970.1K	$962.1K	-$8.0K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	30,925	36,203	-5,278	-15%	$860.6K	$715.3K	-$145.3K	2026-11-02
AlphaCore Capital LLC	DECREASED	30,726	31,546	-820	-3%	$749.9K	$710.7K	-$39.1K	2026-11-04
Barclays PLC	NEW	24,935	—	+24,935	—	—	$576.7K	—	2026-11-06
Apollon Wealth Management, LLC	INCREASED	23,275	22,681	+594	+3%	$539.1K	$538.3K	-$786	2026-10-23
Wedbush Securities Inc	INCREASED	20,184	19,276	+908	+5%	$458.0K	$467.0K	+$9.0K	2026-10-22
Mraz, Amerine & Associates, Inc.	DECREASED	19,354	21,979	-2,625	-12%	$522.4K	$447.7K	-$74.8K	2026-10-30
1900 Wealth Management LLC	UNCHANGED	18,272	18,272	0	0%	$434.3K	$422.6K	-$11.7K	2026-10-13
FCG Investment Co	INCREASED	17,477	13,763	+3,714	+27%	$327.1K	$404.2K	+$77.1K	2026-10-13
Closed-End Fund Advisors, Inc.	DECREASED	17,172	19,487	-2,315	-12%	$463.2K	$397.2K	-$66.0K	2026-11-04
Imc-Chicago, LLC	NEW	16,813	—	+16,813	—	—	$388.9K	—	2026-11-05
US Bancorp \de\	INCREASED	13,735	13,700	+35	+0%	$325.6K	$317.7K	-$8.0K	2026-11-05
Eagle Global Advisors LLC	INCREASED	13,565	13,515	+50	+0%	$321.3K	$313.8K	-$7.5K	2026-11-02
Core Wealth Partners LLC	INCREASED	12,766	12,320	+446	+4%	$292.8K	$295.3K	+$2.4K	2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.	UNCHANGED	12,758	12,758	0	0%	$303.3K	$303.3K	$0	2026-10-15
Accel Wealth Management	INCREASED	12,533	12,521	+12	+0%	$297.6K	$289.9K	-$7.7K	2026-10-13
Creative Planning	DECREASED	11,407	12,352	-945	-8%	$293.6K	$263.8K	-$29.8K	2026-11-02
ProShare Advisors LLC	DECREASED	10,743	11,364	-621	-5%	$270.1K	$248.5K	-$21.6K	2026-10-29
MacKenzie Financial Corp	UNCHANGED	10,520	10,520	0	0%	$250.1K	$243.3K	-$6.7K	2026-11-02
Total Clarity Wealth Management, Inc.	NEW	10,280	—	+10,280	—	—	$237.8K	—	2026-10-26
Leonteq Securities AG	INCREASED	8,200	7,000	+1,200	+17%	$166.4K	$189.7K	+$23.3K	2026-10-29
Allworth Financial LP	UNCHANGED	6,535	6,535	0	0%	$155.3K	$155.3K	$0	2026-11-06
Parallel Advisors, LLC	UNCHANGED	4,185	4,185	0	0%	$99.5K	$96.8K	-$2.7K	2026-11-03
PNC Financial Services Group, Inc.	UNCHANGED	3,088	3,088	0	0%	$73.4K	$71.4K	-$2.0K	2026-11-06
Burk Holdings LLC	UNCHANGED	3,068	3,068	0	0%	$72.9K	$71.0K	-$2.0K	2026-11-05
Signaturefd, LLC	INCREASED	3,055	2,738	+317	+12%	$65.1K	$70.7K	+$5.6K	2026-10-23
State of Alaska, Department of Revenue	INCREASED	2,507	2,237	+270	+12%	$53.0K	$57	-$52.9K	2026-10-15
Washington Trust Advisors, Inc.	UNCHANGED	2,500	2,500	0	0%	$59.4K	$57.8K	-$1.6K	2026-10-22
Spire Wealth Management	DECREASED	2,400	2,800	-400	-14%	$66.6K	$55.5K	-$11.0K	2026-10-30
EverSource Wealth Advisors, LLC	INCREASED	2,336	2,319	+17	+1%	$55.1K	$54.0K	-$1.1K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	2,048	2,438	-390	-16%	$57.9K	$47.4K	-$10.6K	2026-10-08
Triumph Capital Management	UNCHANGED	1,750	1,750	0	0%	$41.6K	$40.5K	-$1.1K	2026-10-14
Union Bancaire Privee, UBP SA	UNCHANGED	1,685	1,685	0	0%	$6.3M	$6.1M	-$205.7K	2026-11-04
Highline Wealth Partners LLC	DECREASED	1,161	2,094	-933	-45%	$49.8K	$26.9K	-$22.9K	2026-10-19
North Star Investment Management Corp.	UNCHANGED	1,025	1,025	0	0%	$24.4K	$23.7K	-$656	2026-10-27
Nfsg Corp	UNCHANGED	1,000	1,000	0	0%	$23.8K	$23.1K	-$640	2026-10-15
Larson Financial Group LLC	UNCHANGED	1,000	1,000	0	0%	$23.8K	$23.1K	-$640	2026-11-05
Russell Investments Group, Ltd.	INCREASED	999	662	+337	+51%	$15.7K	$23.1K	+$7.4K	2026-11-06
Avion Wealth	INCREASED	906	900	+6	+1%	$21	$20	-$1	2026-11-04
Toth Financial Advisory Corp	UNCHANGED	600	600	0	0%	$14.3K	$13.9K	-$384	2026-10-08
Central Trust Co	UNCHANGED	600	600	0	0%	$14.3K	$13.9K	-$384	2026-11-05
Hager Investment Management Services, LLC	UNCHANGED	500	500	0	0%	$11.9K	$11.6K	-$320	2026-11-04
Key Capital Management, Inc	DECREASED	462	726	-264	-36%	$17.3K	$10.7K	-$6.6K	2026-11-03
Latitude Advisors, LLC	NEW	439	—	+439	—	—	$10.1K	—	2026-10-27
Nisa Investment Advisors, LLC	UNCHANGED	291	291	0	0%	$6.9K	$6.7K	-$186	2026-10-20
First Horizon Corp	UNCHANGED	200	200	0	0%	$4.8K	$4.6K	-$128	2026-10-26
Signature Equity Partners, LLC	NEW	181	—	+181	—	—	$4.2K	—	2026-10-29
Archer Investment Corp	INCREASED	150	146	+4	+3%	$3.5K	$3.5K	-$2	2026-11-05
JFS Wealth Advisors, LLC	UNCHANGED	69	69	0	0%	$1.6K	$1.6K	-$45	2026-11-03
Citigroup Inc	NEW	52	—	+52	—	—	$1.2K	—	2026-11-04
United Community Bank	NEW	40	—	+40	—	—	$925	—	2026-10-28
Mainstream Capital Management LLC	NEW	35	—	+35	—	—	$810	—	2026-10-23
NBT Bank, N.A.	UNCHANGED	34	34	0	0%	$798	$789	-$9	2026-10-21
Hilton Head Capital Partners, LLC	INCREASED	31	30	+1	+3%	$713	$713	$0	2026-10-23
Dhjj Financial Advisors, Ltd.	UNCHANGED	5	5	0	0%	$119	$116	-$3	2026-10-23
Assetmark, Inc	UNCHANGED	3	3	0	0%	$71	$69	-$2	2026-10-21
Arlington Capital Management Inc	CLOSED	0	24,202	-24,202	-100%	$575.3K	$0	-$575.3K	2026-10-30
Samalin Investment Counsel, LLC	CLOSED	0	16,005	-16,005	-100%	$380.4K	$0	-$380.4K	2026-10-23
Amundi	CLOSED	0	13,279	-13,279	-100%	$315.6K	$0	-$315.6K	2026-11-06
Geode Capital Management, LLC	CLOSED	0	11,251	-11,251	-100%	$267.4K	$0	-$267.4K	2026-11-06
Blue Trust, Inc.	CLOSED	0	985	-985	-100%	$23.4K	$0	-$23.4K	2026-10-15
Simplex Trading, LLC	CLOSED	0	970	-970	-100%	$23.1K	$0	-$23.1K	2026-11-04
Valley National Advisers Inc	CLOSED	0	100	-100	-100%	$2.4K	$0	-$2.4K	2026-10-23
Caitong International Asset Management Co., Ltd	CLOSED	0	27	-27	-100%	$642	$0	-$642	2026-10-29
Van Eck Associates Corp	N/A	—	1,526,667	-1,526,667	-100%	$36.3M	—	—	—
UBS Group AG	N/A	—	1,218,244	-1,218,244	-100%	$29.0M	—	—	—
Two Sigma Investments, LP	N/A	—	1,180,391	-1,180,391	-100%	$28.1M	—	—	—
Empowered Funds, LLC	N/A	—	525,697	-525,697	-100%	$12.5M	—	—	—
Empirical Finance, LLC	N/A	—	525,500	-525,500	-100%	$12.5M	—	—	—
Legal & General Group Plc	N/A	—	499,715	-499,715	-100%	$11.9M	—	—	—
Cetera Investment Advisers	N/A	—	490,926	-490,926	-100%	$11.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	417,574	-417,574	-100%	$9.9M	—	—	—
Franklin Resources Inc	N/A	—	379,686	-379,686	-100%	$9.0M	—	—	—
Melia Wealth LLC	N/A	—	377,760	-377,760	-100%	$9.0M	—	—	—
BlackRock, Inc.	N/A	—	300,377	-300,377	-100%	$7.1M	—	—	—
Raymond James Financial Inc	N/A	—	269,532	-269,532	-100%	$6.4M	—	—	—
Morgan Stanley	N/A	—	215,970	-215,970	-100%	$5.1M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	197,768	-197,768	-100%	$4.7M	—	—	—
First Manhattan Co. Llc.	N/A	—	167,842	-167,842	-100%	$4.0M	—	—	—
Naviter Wealth, LLC	N/A	—	167,732	-167,732	-100%	$4.0M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	160,021	-160,021	-100%	$3.8M	—	—	—
HRT Financial LP	N/A	—	157,937	-157,937	-100%	$3.8M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	129,161	-129,161	-100%	$3.1M	—	—	—
Marshall Wace, LLP	N/A	—	120,787	-120,787	-100%	$2.9M	—	—	—
Hodges Capital Management Inc.	N/A	—	112,283	-112,283	-100%	$2.7M	—	—	—
Ameriprise Financial Inc	N/A	—	103,851	-103,851	-100%	$2.5M	—	—	—
Trexquant Investment LP	N/A	—	103,686	-103,686	-100%	$2.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	98,619	-98,619	-100%	$2.3M	—	—	—
XTX Topco Ltd	N/A	—	97,027	-97,027	-100%	$2.3M	—	—	—
First Dallas Securities Inc.	N/A	—	90,468	-90,468	-100%	$2.2M	—	—	—
Citadel Advisors LLC	N/A	—	88,251	-88,251	-100%	$2.1M	—	—	—
Inspire Advisors, LLC	N/A	—	87,762	-87,762	-100%	$2.1M	—	—	—
Bank of America Corp	N/A	—	86,011	-86,011	-100%	$2.0M	—	—	—
Neuberger Berman Group LLC	N/A	—	84,495	-84,495	-100%	$2.0M	—	—	—
Benjamin Edwards Inc	N/A	—	83,697	-83,697	-100%	$2.0M	—	—	—
State Street Corp	N/A	—	80,442	-80,442	-100%	$1.9M	—	—	—
Truvestments Capital LLC	N/A	—	78,667	-78,667	-100%	$1.9M	—	—	—
Canada Life Assurance Co	N/A	—	77,938	-77,938	-100%	$1.8M	—	—	—
Balyasny Asset Management L.P.	N/A	—	77,193	-77,193	-100%	$1.8M	—	—	—
Militia Capital Management LLC	N/A	—	75,000	-75,000	-100%	$1.8M	—	—	—
Denali Advisors LLC	N/A	—	72,014	-72,014	-100%	$1.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	66,615	-66,615	-100%	$1.6M	—	—	—
Cozad Asset Management Inc	N/A	—	66,133	-66,133	-100%	$1.6M	—	—	—
Moerus Capital Management LLC	N/A	—	61,698	-61,698	-100%	$1.5M	—	—	—
Jane Street Group, LLC	N/A	—	57,116	-57,116	-100%	$1.4M	—	—	—
Mariner, LLC	N/A	—	51,258	-51,258	-100%	$1.2M	—	—	—
Voloridge Investment Management, LLC	N/A	—	45,257	-45,257	-100%	$1.1M	—	—	—
Quantbot Technologies LP	N/A	—	43,455	-43,455	-100%	$1.0M	—	—	—
Royal Bank of Canada	N/A	—	42,721	-42,721	-100%	$1.0M	—	—	—
Navellier & Associates Inc	N/A	—	38,884	-38,884	-100%	$924.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	37,445	-37,445	-100%	$890.0K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	36,618	-36,618	-100%	$870.4K	—	—	—
Guggenheim Capital LLC	N/A	—	31,550	-31,550	-100%	$749.9K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	30,530	-30,530	-100%	$725.7K	—	—	—
Greenland Capital Management LP	N/A	—	29,000	-29,000	-100%	$689.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	27,535	-27,535	-100%	$654.5K	—	—	—
Jump Financial, LLC	N/A	—	26,405	-26,405	-100%	$627.6K	—	—	—
Northern Trust Corp	N/A	—	26,157	-26,157	-100%	$621.8K	—	—	—
Millennium Management LLC	N/A	—	24,481	-24,481	-100%	$581.9K	—	—	—
Invesco Ltd.	N/A	—	24,009	-24,009	-100%	$570.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	23,312	-23,312	-100%	$554.1K	—	—	—
GSA Capital Partners LLP	N/A	—	21,812	-21,812	-100%	$518.0K	—	—	—
Zuckerman Investment Group, LLC	N/A	—	21,371	-21,371	-100%	$508.0K	—	—	—
&partners	N/A	—	18,428	-18,428	-100%	$438.0K	—	—	—
Lbmc Investment Advisors, LLC	N/A	—	18,250	-18,250	-100%	$433.8K	—	—	—
Fund Advisors of America Inc	N/A	—	16,578	-16,578	-100%	$394.1K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	16,171	-16,171	-100%	$384.4K	—	—	—
Brown Advisory Inc	N/A	—	15,770	-15,770	-100%	$374.9K	—	—	—
Belpointe Asset Management LLC	N/A	—	15,354	-15,354	-100%	$365.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	15,016	-15,016	-100%	$356.9K	—	—	—
Dearborn Partners LLC	N/A	—	13,966	-13,966	-100%	$332.0K	—	—	—
JPMorgan Chase & Co	N/A	—	13,949	-13,949	-100%	$328.1K	—	—	—
Black Swift Group, LLC	N/A	—	13,550	-13,550	-100%	$322.1K	—	—	—
Engineers Gate Manager LP	N/A	—	13,045	-13,045	-100%	$310.1K	—	—	—
Mission Hills Financial Advisory, LLC	N/A	—	12,836	-12,836	-100%	$305.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	12,437	-12,437	-100%	$295.6K	—	—	—
DRW Securities, LLC	N/A	—	11,959	-11,959	-100%	$284.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	11,902	-11,902	-100%	$282.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	11,794	-11,794	-100%	$280.3K	—	—	—
Two Sigma Securities, LLC	N/A	—	11,558	-11,558	-100%	$274.7K	—	—	—
Focus Partners Wealth	N/A	—	11,442	-11,442	-100%	$272.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	11,373	-11,373	-100%	$270.3K	—	—	—
Wells Fargo & Company	N/A	—	10,993	-10,993	-100%	$261.3K	—	—	—
Squarepoint Ops LLC	N/A	—	10,845	-10,845	-100%	$257.8K	—	—	—
Permanent Capital Management, LP	N/A	—	9,820	-9,820	-100%	$233.4K	—	—	—
HighTower Advisors, LLC	N/A	—	9,746	-9,746	-100%	$231.7K	—	—	—
SageGuard Financial Group, LLC	N/A	—	9,122	-9,122	-100%	$216.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	8,825	-8,825	-100%	$209.8K	—	—	—
Eight 31 Financial, LLC	N/A	—	8,750	-8,750	-100%	$208.0K	—	—	—
VPR Management LLC	N/A	—	8,500	-8,500	-100%	$202.0K	—	—	—
Bank of Montreal	N/A	—	8,477	-8,477	-100%	$201.5K	—	—	—
Rialto Wealth Management, LLC	N/A	—	4,809	-4,809	-100%	$114.3K	—	—	—
Hollencrest Capital Management	N/A	—	4,096	-4,096	-100%	$97.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,000	-4,000	-100%	$95.1K	—	—	—
IFG Advisory, LLC	N/A	—	3,500	-3,500	-100%	$83.2K	—	—	—
Capital Analysts, LLC	N/A	—	2,975	-2,975	-100%	$71	—	—	—
Osbon Capital Management LLC	N/A	—	2,500	-2,500	-100%	$59.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,810	-1,810	-100%	$43.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,630	-1,630	-100%	$38.7K	—	—	—
Elequin Capital, LP	N/A	—	1,606	-1,606	-100%	$38.2K	—	—	—
Allied Private Wealth LLC	N/A	—	1,575	-1,575	-100%	$37.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,225	-1,225	-100%	$29.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,206	-1,206	-100%	$27.9K	—	—	—
Heritage Wealth Advisors	N/A	—	980	-980	-100%	$23.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	955	-955	-100%	$22.7K	—	—	—
BFC Planning, Inc.	N/A	—	855	-855	-100%	$20.3K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	700	-700	-100%	$16.6K	—	—	—
Group One Trading LLC	N/A	—	514	-514	-100%	$12.2K	—	—	—
Dunhill Financial, LLC	N/A	—	400	-400	-100%	$9.5K	—	—	—
LRI Investments, LLC	N/A	—	250	-250	-100%	$5.9K	—	—	—
Quarry LP	N/A	—	88	-88	-100%	$2.1K	—	—	—
Delta Asset Management LLC	N/A	—	60	-60	-100%	$1.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	14	-14	-100%	$333	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$48	—	—	—

Showing 199 of 199 institutions