Chicago Atlantic Real Estate (REFI)

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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Doliver Advisors, LP

INCREASED

Shares128,782 from 111,008

Change+17,774 (+16%)

Value$1.3M (+$100.4K)

Filed 2026-10-01

Commonwealth Equity Services, LLC

INCREASED

Shares60,212 from 57,975

Change+2,237 (+4%)

Value$603.3K (-$18.2K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares57,356 from 53,308

Change+4,048 (+8%)

Value$574.7K (+$3.2K)

Filed 2026-11-05

Magnus Financial Group LLC

INCREASED

Shares48,239 from 39,818

Change+8,421 (+21%)

Value$483.4K (+$56.5K)

Filed 2026-10-21

Sage Mountain Advisors LLC

DECREASED

Shares30,566 from 34,284

Change-3,718 (-11%)

Value$306.3K (-$61.3K)

Filed 2026-11-02

United Advisor Group, LLC

DECREASED

Shares24,900 from 33,050

Change-8,150 (-25%)

Value$249.5K (-$104.8K)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares23,653 from 381

Change+23,272 (+6108%)

Value$237.0K (+$232.9K)

Filed 2026-10-22

Mission Financial Group, LLC

INCREASED

Shares22,763 from 21,818

Change+945 (+4%)

Value$228.1K (-$5.8K)

Filed 2026-10-21

Everett Harris & Co

UNCHANGED

Shares18,400 from 18,400

Change0 (0%)

Value$184.4K (-$12.9K)

Filed 2026-10-28

HB Wealth Management, LLC

INCREASED

Shares10,722 from 10,270

Change+452 (+4%)

Value$107.4K (-$2.7K)

Filed 2026-10-23

Strs Ohio

INCREASED

Shares6,200 from 3,200

Change+3,000 (+94%)

Value$62.1K (+$27.8K)

Filed 2026-10-30

Gamma Investing LLC

INCREASED

Shares2,138 from 1,808

Change+330 (+18%)

Value$21.4K (+$2.0K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares1,732 from 9,329

Change-7,597 (-81%)

Value$17.4K (-$82.7K)

Filed 2026-11-04

Pension & Wealth Management Advisors, Inc.

NEW

Shares748

Change+748

Value$7.5K

Filed 2026-10-16

Nisa Investment Advisors, LLC

UNCHANGED

Shares672 from 672

Change0 (0%)

Value$7.0K (-$471)

Filed 2026-10-20

Versant Capital Management, Inc

NEW

Shares626

Change+626

Value$6.3K

Filed 2026-10-02

Westside Investment Management, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.0K (-$350)

Filed 2026-11-02

Harbor Capital Advisors, Inc.

INCREASED

Shares345 from 335

Change+10 (+3%)

Value$3 (-$1)

Filed 2026-10-22

Triumph Capital Management

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.5K (-$175)

Filed 2026-10-14

Covestor Ltd

INCREASED

Shares170 from 95

Change+75 (+79%)

Value$2 (+$1)

Filed 2026-10-30

Silver Grove Financial Group, Inc.

INCREASED

Shares122 from 121

Change+1 (+1%)

Value$1.2K (-$75)

Filed 2026-11-05

Parkside Financial Bank & Trust

NEW

Shares120

Change+120

Value$1.2K

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares98 from 30

Change+68 (+227%)

Value$982 (+$660)

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares73 from 5

Change+68 (+1360%)

Value$732 (+$678)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

DECREASED

Shares43 from 91

Change-48 (-53%)

Value$431 (-$546)

Filed 2026-11-04

Larson Financial Group LLC

DECREASED

Shares42 from 173

Change-131 (-76%)

Value$421 (-$1.4K)

Filed 2026-11-05

True Wealth Design, LLC

DECREASED

Shares39 from 50

Change-11 (-22%)

Value$391 (-$145)

Filed 2026-10-13

MassMutual Private Wealth & Trust, FSB

NEW

Shares31

Change+31

Value$311

Filed 2026-10-05

Essential Partners LLC

DECREASED

Shares29 from 35

Change-6 (-17%)

Value$291 (-$84)

Filed 2026-10-14

IFP Advisors, Inc

DECREASED

Shares27 from 170

Change-143 (-84%)

Value$271 (-$1.6K)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares19

Change+19

Value$190

Filed 2026-10-21

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 12,279

Change-12,279 (-100%)

Value$0 (-$131.6K)

Filed 2026-10-16

Simplex Trading, LLC

CLOSED

Shares0 from 6,497

Change-6,497 (-100%)

Value$0 (-$69.6K)

Filed 2026-11-04

MCF Advisors LLC

CLOSED

Shares0 from 1,664

Change-1,664 (-100%)

Value$0 (-$17.8K)

Filed 2026-10-28

Ares Financial Consulting, LLC

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$472)

Filed 2026-10-19

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$472)

Filed 2026-10-20

BlackRock, Inc.

N/A

Shares— from 1,719,049

Change-1,719,049 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 982,283

Change-982,283 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 788,254

Change-788,254 (-100%)

Value—

State Street Corp

N/A

Shares— from 499,188

Change-499,188 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 188,621

Change-188,621 (-100%)

Value—

CDC Financial, Inc.

N/A

Shares— from 163,704

Change-163,704 (-100%)

Value—

Clayton Partners LLC

N/A

Shares— from 155,344

Change-155,344 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 146,958

Change-146,958 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 125,772

Change-125,772 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 115,888

Change-115,888 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 113,810

Change-113,810 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 108,882

Change-108,882 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 91,265

Change-91,265 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 88,975

Change-88,975 (-100%)

Value—

Intrepid Capital Management Inc

N/A

Shares— from 73,922

Change-73,922 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 69,485

Change-69,485 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 63,595

Change-63,595 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 63,292

Change-63,292 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 61,764

Change-61,764 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 55,827

Change-55,827 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 48,623

Change-48,623 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 48,189

Change-48,189 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 42,314

Change-42,314 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 38,600

Change-38,600 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 33,413

Change-33,413 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 33,345

Change-33,345 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 28,235

Change-28,235 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 27,041

Change-27,041 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 24,562

Change-24,562 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 24,410

Change-24,410 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 23,099

Change-23,099 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 22,529

Change-22,529 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 19,872

Change-19,872 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,349

Change-19,349 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 19,120

Change-19,120 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 18,425

Change-18,425 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 17,995

Change-17,995 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 17,929

Change-17,929 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 17,440

Change-17,440 (-100%)

Value—

FMR LLC

N/A

Shares— from 16,349

Change-16,349 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 15,824

Change-15,824 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 14,717

Change-14,717 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 14,091

Change-14,091 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 11,332

Change-11,332 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 10,401

Change-10,401 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,960

Change-9,960 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 8,700

Change-8,700 (-100%)

Value—

Eurizon Capital SGR S.p.A.

N/A

Shares— from 8,534

Change-8,534 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 7,930

Change-7,930 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 6,440

Change-6,440 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 6,038

Change-6,038 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,346

Change-4,346 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,030

Change-4,030 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,006

Change-3,006 (-100%)

Value—

Barclays PLC

N/A

Shares— from 2,815

Change-2,815 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,330

Change-2,330 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,638

Change-1,638 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,550

Change-1,550 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,352

Change-1,352 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,316

Change-1,316 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,169

Change-1,169 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 352

Change-352 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 255

Change-255 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 160

Change-160 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 48

Change-48 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Doliver Advisors, LP	INCREASED	128,782	111,008	+17,774	+16%	$1.2M	$1.3M	+$100.4K	2026-10-01
Commonwealth Equity Services, LLC	INCREASED	60,212	57,975	+2,237	+4%	$621.5K	$603.3K	-$18.2K	2026-11-02
Bank of New York Mellon Corp	INCREASED	57,356	53,308	+4,048	+8%	$571.5K	$574.7K	+$3.2K	2026-11-05
Magnus Financial Group LLC	INCREASED	48,239	39,818	+8,421	+21%	$426.9K	$483.4K	+$56.5K	2026-10-21
Sage Mountain Advisors LLC	DECREASED	30,566	34,284	-3,718	-11%	$367.5K	$306.3K	-$61.3K	2026-11-02
United Advisor Group, LLC	DECREASED	24,900	33,050	-8,150	-25%	$354.3K	$249.5K	-$104.8K	2026-11-03
Sterling Capital Management LLC	INCREASED	23,653	381	+23,272	+6108%	$4.1K	$237.0K	+$232.9K	2026-10-22
Mission Financial Group, LLC	INCREASED	22,763	21,818	+945	+4%	$233.9K	$228.1K	-$5.8K	2026-10-21
Everett Harris & Co	UNCHANGED	18,400	18,400	0	0%	$197.2K	$184.4K	-$12.9K	2026-10-28
HB Wealth Management, LLC	INCREASED	10,722	10,270	+452	+4%	$110.1K	$107.4K	-$2.7K	2026-10-23
Strs Ohio	INCREASED	6,200	3,200	+3,000	+94%	$34.3K	$62.1K	+$27.8K	2026-10-30
Gamma Investing LLC	INCREASED	2,138	1,808	+330	+18%	$19.4K	$21.4K	+$2.0K	2026-10-08
Citigroup Inc	DECREASED	1,732	9,329	-7,597	-81%	$100.0K	$17.4K	-$82.7K	2026-11-04
Pension & Wealth Management Advisors, Inc.	NEW	748	—	+748	—	—	$7.5K	—	2026-10-16
Nisa Investment Advisors, LLC	UNCHANGED	672	672	0	0%	$7.5K	$7.0K	-$471	2026-10-20
Versant Capital Management, Inc	NEW	626	—	+626	—	—	$6.3K	—	2026-10-02
Westside Investment Management, Inc.	UNCHANGED	500	500	0	0%	$5.4K	$5.0K	-$350	2026-11-02
Harbor Capital Advisors, Inc.	INCREASED	345	335	+10	+3%	$4	$3	-$1	2026-10-22
Triumph Capital Management	UNCHANGED	250	250	0	0%	$2.7K	$2.5K	-$175	2026-10-14
Covestor Ltd	INCREASED	170	95	+75	+79%	$1	$2	+$1	2026-10-30
Silver Grove Financial Group, Inc.	INCREASED	122	121	+1	+1%	$1.3K	$1.2K	-$75	2026-11-05
Parkside Financial Bank & Trust	NEW	120	—	+120	—	—	$1.2K	—	2026-10-27
Farther Finance Advisors, LLC	INCREASED	98	30	+68	+227%	$322	$982	+$660	2026-10-08
SJS Investment Consulting Inc.	INCREASED	73	5	+68	+1360%	$54	$732	+$678	2026-10-26
EverSource Wealth Advisors, LLC	DECREASED	43	91	-48	-53%	$977	$431	-$546	2026-11-04
Larson Financial Group LLC	DECREASED	42	173	-131	-76%	$1.9K	$421	-$1.4K	2026-11-05
True Wealth Design, LLC	DECREASED	39	50	-11	-22%	$536	$391	-$145	2026-10-13
MassMutual Private Wealth & Trust, FSB	NEW	31	—	+31	—	—	$311	—	2026-10-05
Essential Partners LLC	DECREASED	29	35	-6	-17%	$375	$291	-$84	2026-10-14
IFP Advisors, Inc	DECREASED	27	170	-143	-84%	$1.8K	$271	-$1.6K	2026-10-16
Root Financial Partners, LLC	NEW	19	—	+19	—	—	$190	—	2026-10-21
Y-Intercept (Hong Kong) Ltd	CLOSED	0	12,279	-12,279	-100%	$131.6K	$0	-$131.6K	2026-10-16
Simplex Trading, LLC	CLOSED	0	6,497	-6,497	-100%	$69.6K	$0	-$69.6K	2026-11-04
MCF Advisors LLC	CLOSED	0	1,664	-1,664	-100%	$17.8K	$0	-$17.8K	2026-10-28
Ares Financial Consulting, LLC	CLOSED	0	44	-44	-100%	$472	$0	-$472	2026-10-19
Physician Wealth Advisors, Inc.	CLOSED	0	44	-44	-100%	$472	$0	-$472	2026-10-20
BlackRock, Inc.	N/A	—	1,719,049	-1,719,049	-100%	$18.4M	—	—	—
Fielder Capital Group LLC	N/A	—	982,283	-982,283	-100%	$10.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	788,254	-788,254	-100%	$8.5M	—	—	—
State Street Corp	N/A	—	499,188	-499,188	-100%	$5.6M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	188,621	-188,621	-100%	$2.0M	—	—	—
CDC Financial, Inc.	N/A	—	163,704	-163,704	-100%	$1.8M	—	—	—
Clayton Partners LLC	N/A	—	155,344	-155,344	-100%	$1.7M	—	—	—
Northern Trust Corp	N/A	—	146,958	-146,958	-100%	$1.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	125,772	-125,772	-100%	$1.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	115,888	-115,888	-100%	$1.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	113,810	-113,810	-100%	$1.2M	—	—	—
Penserra Capital Management LLC	N/A	—	108,882	-108,882	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	91,265	-91,265	-100%	$978.4K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	88,975	-88,975	-100%	$953.8K	—	—	—
Intrepid Capital Management Inc	N/A	—	73,922	-73,922	-100%	$792.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	69,485	-69,485	-100%	$745.0K	—	—	—
Morgan Stanley	N/A	—	63,595	-63,595	-100%	$681.7K	—	—	—
Odyssean, LLC	N/A	—	63,292	-63,292	-100%	$678.5K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	61,764	-61,764	-100%	$662.1K	—	—	—
Quantinno Capital Management LP	N/A	—	55,827	-55,827	-100%	$598.5K	—	—	—
Raymond James Financial Inc	N/A	—	48,623	-48,623	-100%	$521.2K	—	—	—
AQR Capital Management LLC	N/A	—	48,189	-48,189	-100%	$516.6K	—	—	—
Atom Investors LP	N/A	—	42,314	-42,314	-100%	$453.6K	—	—	—
Renaissance Technologies LLC	N/A	—	38,600	-38,600	-100%	$413.8K	—	—	—
Invesco Ltd.	N/A	—	33,413	-33,413	-100%	$358.2K	—	—	—
Tidal Investments LLC	N/A	—	33,345	-33,345	-100%	$357.5K	—	—	—
Geode Capital Management, LLC	N/A	—	28,235	-28,235	-100%	$303.7K	—	—	—
Nuveen, LLC	N/A	—	27,041	-27,041	-100%	$289.9K	—	—	—
Rhumbline Advisers	N/A	—	24,562	-24,562	-100%	$263.3K	—	—	—
Alliancebernstein L.P.	N/A	—	24,410	-24,410	-100%	$276.3K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	23,099	-23,099	-100%	$247.6K	—	—	—
MML Investors Services, LLC	N/A	—	22,529	-22,529	-100%	$241.5K	—	—	—
Empowered Funds, LLC	N/A	—	19,872	-19,872	-100%	$213.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	19,349	-19,349	-100%	$207.4K	—	—	—
Cerity Partners LLC	N/A	—	19,120	-19,120	-100%	$205.0K	—	—	—
Deutsche Bank Ag\	N/A	—	18,425	-18,425	-100%	$197.5K	—	—	—
AlTi Global, Inc.	N/A	—	17,995	-17,995	-100%	$201.4K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	17,929	-17,929	-100%	$192.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	17,440	-17,440	-100%	$187.0K	—	—	—
FMR LLC	N/A	—	16,349	-16,349	-100%	$175.3K	—	—	—
Wells Fargo & Company	N/A	—	15,824	-15,824	-100%	$169.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	14,717	-14,717	-100%	$157.8K	—	—	—
Bank of America Corp	N/A	—	14,091	-14,091	-100%	$151.1K	—	—	—
Russell Investments Group, Ltd.	N/A	—	11,332	-11,332	-100%	$121.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	10,401	-10,401	-100%	$111.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	9,960	-9,960	-100%	$106.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	8,700	-8,700	-100%	$93.3K	—	—	—
Eurizon Capital SGR S.p.A.	N/A	—	8,534	-8,534	-100%	$94.6K	—	—	—
JPMorgan Chase & Co	N/A	—	7,930	-7,930	-100%	$87.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	6,440	-6,440	-100%	$69.0K	—	—	—
New York State Common Retirement Fund	N/A	—	6,038	-6,038	-100%	$64.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,346	-4,346	-100%	$46.6K	—	—	—
UBS Group AG	N/A	—	4,030	-4,030	-100%	$43.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,006	-3,006	-100%	$32.2K	—	—	—
Barclays PLC	N/A	—	2,815	-2,815	-100%	$30.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,330	-2,330	-100%	$25.0K	—	—	—
Legal & General Group Plc	N/A	—	1,638	-1,638	-100%	$17.6K	—	—	—
Royal Bank of Canada	N/A	—	1,550	-1,550	-100%	$16.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,352	-1,352	-100%	$14.5K	—	—	—
Arax Advisory Partners	N/A	—	1,316	-1,316	-100%	$14.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,169	-1,169	-100%	$12.5K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	500	-500	-100%	$5.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	352	-352	-100%	$3.8K	—	—	—
California State Teachers Retirement System	N/A	—	255	-255	-100%	$2.7K	—	—	—
Allworth Financial LP	N/A	—	160	-160	-100%	$1.7K	—	—	—
Allied Private Wealth LLC	N/A	—	70	-70	-100%	$747	—	—	—
Zions Bancorporation, National Association	N/A	—	48	-48	-100%	$515	—	—	—
Rothschild Investment LLC	N/A	—	39	-39	-100%	$418	—	—	—
Clearstead Advisors, LLC	N/A	—	2	-2	-100%	$22	—	—	—

Showing 105 of 105 institutions