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Cohen & Steers Quality Incom

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
DECREASED
Shares13,675 from 14,485
Change-810 (-6%)
Value$21 (-$195)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares10,864 from 10,864
Change0 (0%)
Value$162 ($0)
Filed 2026-11-06
LPL Financial LLC
CLOSED
Shares0 from 1,030,690
Change-1,030,690 (-100%)
Value$0 (-$15.4K)
Filed 2026-11-06
UBS Group AG
CLOSED
Shares0 from 977,304
Change-977,304 (-100%)
Value$0 (-$14.7K)
Filed 2026-11-10
Private Advisor Group, LLC
CLOSED
Shares0 from 367,841
Change-367,841 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 285,874
Change-285,874 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-02
Independent Financial Group, LLC
CLOSED
Shares0 from 285,488
Change-285,488 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 270,580
Change-270,580 (-100%)
Value$0 (-$4)
Filed 2026-11-02
Blair William & Co
CLOSED
Shares0 from 249,204
Change-249,204 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-10
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 204,180
Change-204,180 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-16
Z3 Capital Partners, LLC
CLOSED
Shares0 from 186,331
Change-186,331 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-10
Lynx Capital Group LTD
CLOSED
Shares0 from 182,908
Change-182,908 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-04
Independent Advisor Alliance
CLOSED
Shares0 from 170,050
Change-170,050 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-10
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 116,224
Change-116,224 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 102,227
Change-102,227 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-13
Prospera Financial Services Inc
CLOSED
Shares0 from 95,112
Change-95,112 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-04
Beacon Capital Management, Inc.
CLOSED
Shares0 from 93,000
Change-93,000 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-13
Cooper Financial Group
CLOSED
Shares0 from 88,449
Change-88,449 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-07
HBW Advisory Services LLC
CLOSED
Shares0 from 78,277
Change-78,277 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
Abel Hall, LLC
CLOSED
Shares0 from 76,000
Change-76,000 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-19
Apollon Wealth Management, LLC
CLOSED
Shares0 from 74,740
Change-74,740 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
Regatta Capital Group, LLC
CLOSED
Shares0 from 67,413
Change-67,413 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-23
NWF Advisory Services Inc.
CLOSED
Shares0 from 64,781
Change-64,781 (-100%)
Value$0 (-$967)
Filed 2026-10-19
AlphaCore Capital LLC
CLOSED
Shares0 from 53,364
Change-53,364 (-100%)
Value$0 (-$795)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 52,865
Change-52,865 (-100%)
Value$0 (-$788)
Filed 2026-11-06
Creative Planning
CLOSED
Shares0 from 47,245
Change-47,245 (-100%)
Value$0 (-$704)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 42,219
Change-42,219 (-100%)
Value$0 (-$629)
Filed 2026-11-05
D.A. Davidson & Co.
CLOSED
Shares0 from 38,227
Change-38,227 (-100%)
Value$0 (-$570)
Filed 2026-10-28
Fifth Third Bancorp
CLOSED
Shares0 from 37,606
Change-37,606 (-100%)
Value$0 (-$561)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 34,879
Change-34,879 (-100%)
Value$0 (-$518)
Filed 2026-10-28
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 32,000
Change-32,000 (-100%)
Value$0 (-$477)
Filed 2026-10-16
Lanark Financial, Inc.
CLOSED
Shares0 from 31,659
Change-31,659 (-100%)
Value$0 (-$471)
Filed 2026-10-26
Strategic Advisors LLC
CLOSED
Shares0 from 27,023
Change-27,023 (-100%)
Value$0 (-$403)
Filed 2026-10-13
Kestra Advisory Services, LLC
CLOSED
Shares0 from 26,665
Change-26,665 (-100%)
Value$0 (-$397)
Filed 2026-11-02
HUB Investment Partners, LLC
CLOSED
Shares0 from 25,281
Change-25,281 (-100%)
Value$0 (-$377)
Filed 2026-11-03
Auxano Advisors, LLC
CLOSED
Shares0 from 24,162
Change-24,162 (-100%)
Value$0 (-$361)
Filed 2026-11-06
Summit Global Investments
CLOSED
Shares0 from 23,300
Change-23,300 (-100%)
Value$0 ($0)
Filed 2026-10-28
Mission Financial Group, LLC
CLOSED
Shares0 from 20,881
Change-20,881 (-100%)
Value$0 (-$311)
Filed 2026-10-21
Oppenheimer & Co Inc
CLOSED
Shares0 from 20,104
Change-20,104 (-100%)
Value$0 (-$300)
Filed 2026-10-26
First National Bank of Mount Dora, Trust Investment Services
CLOSED
Shares0 from 17,641
Change-17,641 (-100%)
Value$0 (-$262)
Filed 2026-10-21
Sage Capital Management, LLC
CLOSED
Shares0 from 15,185
Change-15,185 (-100%)
Value$0 (-$226)
Filed 2026-10-20
Howard Financial Services, Ltd.
CLOSED
Shares0 from 15,048
Change-15,048 (-100%)
Value$0 (-$224)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$224)
Filed 2026-10-13
Gateway Investment Advisers LLC
CLOSED
Shares0 from 14,508
Change-14,508 (-100%)
Value$0 (-$216)
Filed 2026-10-13
PKS Advisory Services, LLC
CLOSED
Shares0 from 14,154
Change-14,154 (-100%)
Value$0 (-$208)
Filed 2026-10-26
Delta Capital Management LLC
CLOSED
Shares0 from 13,800
Change-13,800 (-100%)
Value$0 ($0)
Filed 2026-10-16
Great Valley Advisor Group, Inc.
CLOSED
Shares0 from 13,512
Change-13,512 (-100%)
Value$0 (-$202)
Filed 2026-11-09
Good Harbor Advisors, Inc.
CLOSED
Shares0 from 13,175
Change-13,175 (-100%)
Value$0 (-$193)
Filed 2026-10-20
Pasadena Private Wealth, LLC
CLOSED
Shares0 from 11,707
Change-11,707 (-100%)
Value$0 (-$174)
Filed 2026-11-10
Investors Research Corp
CLOSED
Shares0 from 11,615
Change-11,615 (-100%)
Value$0 (-$173)
Filed 2026-10-07
StoneX Group Inc.
CLOSED
Shares0 from 11,253
Change-11,253 (-100%)
Value$0 (-$168)
Filed 2026-11-03
Burney Co/
CLOSED
Shares0 from 11,063
Change-11,063 (-100%)
Value$0 (-$165)
Filed 2026-10-15
Register Financial Advisors LLC
CLOSED
Shares0 from 10,700
Change-10,700 (-100%)
Value$0 (-$159)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 10,219
Change-10,219 (-100%)
Value$0 (-$152)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 9,862
Change-9,862 (-100%)
Value$0 (-$98)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 8,858
Change-8,858 (-100%)
Value$0 (-$132)
Filed 2026-10-27
MCF Advisors LLC
CLOSED
Shares0 from 7,163
Change-7,163 (-100%)
Value$0 (-$107)
Filed 2026-10-28
Larson Financial Group LLC
CLOSED
Shares0 from 6,742
Change-6,742 (-100%)
Value$0 (-$100)
Filed 2026-11-05
US Bancorp \de\
CLOSED
Shares0 from 5,978
Change-5,978 (-100%)
Value$0 (-$90)
Filed 2026-11-05
Private Trust Co NA
CLOSED
Shares0 from 5,885
Change-5,885 (-100%)
Value$0 (-$88)
Filed 2026-10-20
Nfsg Corp
CLOSED
Shares0 from 5,105
Change-5,105 (-100%)
Value$0 (-$76)
Filed 2026-10-15
Golden State Wealth Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$75)
Filed 2026-11-02
Signaturefd, LLC
CLOSED
Shares0 from 3,584
Change-3,584 (-100%)
Value$0 (-$53)
Filed 2026-10-23
IFG Advisory, LLC
CLOSED
Shares0 from 3,153
Change-3,153 (-100%)
Value$0 (-$47)
Filed 2026-11-09
Oakworth Capital, Inc.
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$37)
Filed 2026-10-26
Assetmark, Inc
CLOSED
Shares0 from 2,405
Change-2,405 (-100%)
Value$0 (-$36)
Filed 2026-10-21
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 2,186
Change-2,186 (-100%)
Value$0 (-$32)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,651
Change-1,651 (-100%)
Value$0 (-$24)
Filed 2026-10-14
Evelyn Partners Group Ltd
CLOSED
Shares0 from 1,289
Change-1,289 (-100%)
Value$0 (-$19)
Filed 2026-11-10
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 775
Change-775 (-100%)
Value$0 (-$12)
Filed 2026-10-23
Delta Asset Management LLC
CLOSED
Shares0 from 774
Change-774 (-100%)
Value$0 (-$12)
Filed 2026-11-10
Montgomery Financial Services LLC
CLOSED
Shares0 from 444
Change-444 (-100%)
Value$0 (-$7)
Filed 2026-11-03
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$6)
Filed 2026-11-06
Concord Wealth Partners
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$4)
Filed 2026-11-02
Duncker Streett & Co Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$4)
Filed 2026-10-27
Central Trust Co
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$5)
Filed 2026-11-05
Fortis Group Advisors, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$3)
Filed 2026-11-06
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$2)
Filed 2026-11-03
Key FInancial Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-02
Trust Co of Toledo NA
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-10-16
Morgan Stanley
N/A
Shares— from 5,172,255
Change-5,172,255 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,526,522
Change-2,526,522 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 1,850,000
Change-1,850,000 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,635,496
Change-1,635,496 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,605,100
Change-1,605,100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,279,979
Change-1,279,979 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,062,135
Change-1,062,135 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 851,500
Change-851,500 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 783,152
Change-783,152 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 746,560
Change-746,560 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 572,843
Change-572,843 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 543,601
Change-543,601 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 338,706
Change-338,706 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 308,496
Change-308,496 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 269,404
Change-269,404 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 209,024
Change-209,024 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 198,798
Change-198,798 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 179,385
Change-179,385 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 161,083
Change-161,083 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 129,280
Change-129,280 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 127,245
Change-127,245 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 122,046
Change-122,046 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 120,305
Change-120,305 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 98,368
Change-98,368 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 90,371
Change-90,371 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 89,778
Change-89,778 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 80,404
Change-80,404 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 55,840
Change-55,840 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 54,185
Change-54,185 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 52,822
Change-52,822 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 51,176
Change-51,176 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 50,033
Change-50,033 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 40,065
Change-40,065 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 39,081
Change-39,081 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 37,977
Change-37,977 (-100%)
Value—
&partners
N/A
Shares— from 35,343
Change-35,343 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 29,716
Change-29,716 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 29,208
Change-29,208 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 26,004
Change-26,004 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,811
Change-18,811 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,960
Change-17,960 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,614
Change-17,614 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,745
Change-13,745 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,676
Change-12,676 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,467
Change-12,467 (-100%)
Value—
CSS LLC
N/A
Shares— from 12,333
Change-12,333 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,769
Change-10,769 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,079
Change-10,079 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 376
Change-376 (-100%)
Value—
Status
IFP Advisors, Inc
DECREASED13,67514,485-810-6%$216$21-$1952026-10-16
Allworth Financial LP
UNCHANGED10,86410,86400%$162$162$02026-11-06
LPL Financial LLC
CLOSED01,030,690-1,030,690-100%$15.4K$0-$15.4K2026-11-06
UBS Group AG
CLOSED0977,304-977,304-100%$14.7K$0-$14.7K2026-11-10
Private Advisor Group, LLC
CLOSED0367,841-367,841-100%$5.5K$0-$5.5K2026-11-10
Commonwealth Equity Services, LLC
CLOSED0285,874-285,874-100%$4.3K$0-$4.3K2026-11-02
Independent Financial Group, LLC
CLOSED0285,488-285,488-100%$4.3K$0-$4.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
CLOSED0270,580-270,580-100%$4$0-$42026-11-02
Blair William & Co
CLOSED0249,204-249,204-100%$3.7K$0-$3.7K2026-11-10
Quad-Cities Investment Group, LLC
CLOSED0204,180-204,180-100%$3.0K$0-$3.0K2026-10-16
Z3 Capital Partners, LLC
CLOSED0186,331-186,331-100%$2.8K$0-$2.8K2026-11-10
Lynx Capital Group LTD
CLOSED0182,908-182,908-100%$2.7K$0-$2.7K2026-11-04
Independent Advisor Alliance
CLOSED0170,050-170,050-100%$2.5K$0-$2.5K2026-11-10
Samalin Investment Counsel, LLC
CLOSED0116,224-116,224-100%$1.7K$0-$1.7K2026-10-23
Wealth Enhancement Advisory Services, LLC
CLOSED0102,227-102,227-100%$1.1K$0-$1.1K2026-10-13
Prospera Financial Services Inc
CLOSED095,112-95,112-100%$1.4K$0-$1.4K2026-11-04
Beacon Capital Management, Inc.
CLOSED093,000-93,000-100%$1.4K$0-$1.4K2026-10-13
Cooper Financial Group
CLOSED088,449-88,449-100%$1.3K$0-$1.3K2026-10-07
HBW Advisory Services LLC
CLOSED078,277-78,277-100%$1.2K$0-$1.2K2026-10-15
Abel Hall, LLC
CLOSED076,000-76,000-100%$1.1K$0-$1.1K2026-10-19
Apollon Wealth Management, LLC
CLOSED074,740-74,740-100%$1.1K$0-$1.1K2026-10-23
Regatta Capital Group, LLC
CLOSED067,413-67,413-100%$1.0K$0-$1.0K2026-10-23
NWF Advisory Services Inc.
CLOSED064,781-64,781-100%$967$0-$9672026-10-19
AlphaCore Capital LLC
CLOSED053,364-53,364-100%$795$0-$7952026-11-04
Kestra Private Wealth Services, LLC
CLOSED052,865-52,865-100%$788$0-$7882026-11-06
Creative Planning
CLOSED047,245-47,245-100%$704$0-$7042026-11-02
Elevation Point Wealth Partners, LLC
CLOSED042,219-42,219-100%$629$0-$6292026-11-05
D.A. Davidson & Co.
CLOSED038,227-38,227-100%$570$0-$5702026-10-28
Fifth Third Bancorp
CLOSED037,606-37,606-100%$561$0-$5612026-11-05
Marshall & Sterling Wealth Advisors Inc.
CLOSED034,879-34,879-100%$518$0-$5182026-10-28
Vanguard Capital Wealth Advisors
CLOSED032,000-32,000-100%$477$0-$4772026-10-16
Lanark Financial, Inc.
CLOSED031,659-31,659-100%$471$0-$4712026-10-26
Strategic Advisors LLC
CLOSED027,023-27,023-100%$403$0-$4032026-10-13
Kestra Advisory Services, LLC
CLOSED026,665-26,665-100%$397$0-$3972026-11-02
HUB Investment Partners, LLC
CLOSED025,281-25,281-100%$377$0-$3772026-11-03
Auxano Advisors, LLC
CLOSED024,162-24,162-100%$361$0-$3612026-11-06
Summit Global Investments
CLOSED023,300-23,300-100%$0$0$02026-10-28
Mission Financial Group, LLC
CLOSED020,881-20,881-100%$311$0-$3112026-10-21
Oppenheimer & Co Inc
CLOSED020,104-20,104-100%$300$0-$3002026-10-26
First National Bank of Mount Dora, Trust Investment Services
CLOSED017,641-17,641-100%$262$0-$2622026-10-21
Sage Capital Management, LLC
CLOSED015,185-15,185-100%$226$0-$2262026-10-20
Howard Financial Services, Ltd.
CLOSED015,048-15,048-100%$224$0-$2242026-10-15
Salem Investment Counselors Inc
CLOSED015,000-15,000-100%$224$0-$2242026-10-13
Gateway Investment Advisers LLC
CLOSED014,508-14,508-100%$216$0-$2162026-10-13
PKS Advisory Services, LLC
CLOSED014,154-14,154-100%$208$0-$2082026-10-26
Delta Capital Management LLC
CLOSED013,800-13,800-100%$0$0$02026-10-16
Great Valley Advisor Group, Inc.
CLOSED013,512-13,512-100%$202$0-$2022026-11-09
Good Harbor Advisors, Inc.
CLOSED013,175-13,175-100%$193$0-$1932026-10-20
Pasadena Private Wealth, LLC
CLOSED011,707-11,707-100%$174$0-$1742026-11-10
Investors Research Corp
CLOSED011,615-11,615-100%$173$0-$1732026-10-07
StoneX Group Inc.
CLOSED011,253-11,253-100%$168$0-$1682026-11-03
Burney Co/
CLOSED011,063-11,063-100%$165$0-$1652026-10-15
Register Financial Advisors LLC
CLOSED010,700-10,700-100%$159$0-$1592026-10-23
J.W. Cole Advisors, Inc.
CLOSED010,219-10,219-100%$152$0-$1522026-11-05
International Assets Investment Management, LLC
CLOSED09,862-9,862-100%$98$0-$982026-11-02
Cassaday & Co Wealth Management LLC
CLOSED08,858-8,858-100%$132$0-$1322026-10-27
MCF Advisors LLC
CLOSED07,163-7,163-100%$107$0-$1072026-10-28
Larson Financial Group LLC
CLOSED06,742-6,742-100%$100$0-$1002026-11-05
US Bancorp \de\
CLOSED05,978-5,978-100%$90$0-$902026-11-05
Private Trust Co NA
CLOSED05,885-5,885-100%$88$0-$882026-10-20
Nfsg Corp
CLOSED05,105-5,105-100%$76$0-$762026-10-15
Golden State Wealth Management, LLC
CLOSED05,000-5,000-100%$75$0-$752026-11-02
Signaturefd, LLC
CLOSED03,584-3,584-100%$53$0-$532026-10-23
IFG Advisory, LLC
CLOSED03,153-3,153-100%$47$0-$472026-11-09
Oakworth Capital, Inc.
CLOSED02,500-2,500-100%$37$0-$372026-10-26
Assetmark, Inc
CLOSED02,405-2,405-100%$36$0-$362026-10-21
Ascentis Wealth Management, LLC
CLOSED02,186-2,186-100%$32$0-$322026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,651-1,651-100%$24$0-$242026-10-14
Evelyn Partners Group Ltd
CLOSED01,289-1,289-100%$19$0-$192026-11-10
Tradewinds Capital Management, LLC
CLOSED0775-775-100%$12$0-$122026-10-23
Delta Asset Management LLC
CLOSED0774-774-100%$12$0-$122026-11-10
Montgomery Financial Services LLC
CLOSED0444-444-100%$7$0-$72026-11-03
PNC Financial Services Group, Inc.
CLOSED0400-400-100%$6$0-$62026-11-06
Concord Wealth Partners
CLOSED0300-300-100%$4$0-$42026-11-02
Duncker Streett & Co Inc
CLOSED0300-300-100%$4$0-$42026-10-27
Central Trust Co
CLOSED0300-300-100%$5$0-$52026-11-05
Fortis Group Advisors, LLC
CLOSED0230-230-100%$3$0-$32026-11-06
JFS Wealth Advisors, LLC
CLOSED078-78-100%$2$0-$22026-11-03
Key FInancial Inc
CLOSED03-3-100%$0$0$02026-11-02
Trust Co of Toledo NA
CLOSED01-1-100%$0$0$02026-10-16
Morgan Stanley
N/A—5,172,255-5,172,255-100%$77.1K———
Bank of America Corp
N/A—2,526,522-2,526,522-100%$35.4K———
Cable Car Capital, LPA
N/A—1,850,000-1,850,000-100%$27.6K———
Quarry LP
N/A—1,635,496-1,635,496-100%$24.4K———
GTS Securities LLC
N/A—1,605,100-1,605,100-100%$24.1K———
Wells Fargo & Company
N/A—1,279,979-1,279,979-100%$19.1K———
Raymond James Financial Inc
N/A—1,062,135-1,062,135-100%$15.8K———
Clear Street Group Inc.
N/A—851,500-851,500-100%$12.7K———
Mariner, LLC
N/A—783,152-783,152-100%$11.7K———
Ameriprise Financial Inc
N/A—746,560-746,560-100%$11.1K———
Boothbay Fund Management, LLC
N/A—572,843-572,843-100%$8.5K———
Alpine Global Management, LLC
N/A—543,601-543,601-100%$8.1K———
Matrix Private Capital Group LLC
N/A—338,706-338,706-100%$5.0K———
Osaic Holdings, Inc.
N/A—308,496-308,496-100%$3.2K———
Royal Bank of Canada
N/A—269,404-269,404-100%$4.0K———
Ameritas Advisory Services, LLC
N/A—209,024-209,024-100%$3.1K———
Yakira Capital Management, Inc.
N/A—198,798-198,798-100%$3.0K———
Virtu Financial LLC
N/A—179,385-179,385-100%$3———
Cetera Investment Advisers
N/A—161,083-161,083-100%$2.4K———
Sargent Investment Group, LLC
N/A—129,280-129,280-100%$1.9K———
HRT Financial LP
N/A—127,245-127,245-100%$1———
Steward Partners Investment Advisory, LLC
N/A—122,046-122,046-100%$1.8K———
Mutual Advisors, LLC
N/A—120,305-120,305-100%$1.8K———
Goldman Sachs Group Inc
N/A—98,368-98,368-100%$1.5K———
Rockefeller Capital Management L.P.
N/A—90,371-90,371-100%$1.3K———
Janney Montgomery Scott LLC
N/A—89,778-89,778-100%$1———
Waverly Advisors, LLC
N/A—80,404-80,404-100%$1.2K———
Baird Financial Group, Inc.
N/A—55,840-55,840-100%$832———
Sanctuary Advisors, LLC
N/A—54,185-54,185-100%$807———
Stifel Financial Corp
N/A—52,822-52,822-100%$787———
Torno Capital, LLC
N/A—51,176-51,176-100%$762———
Horizon Kinetics Asset Management LLC
N/A—50,033-50,033-100%$745———
JPMorgan Chase & Co
N/A—50,000-50,000-100%$745———
Almitas Capital LLC
N/A—50,000-50,000-100%$745———
Equitable Holdings, Inc.
N/A—40,065-40,065-100%$596———
Focus Partners Wealth
N/A—39,081-39,081-100%$584———
First Trust Advisors LP
N/A—37,977-37,977-100%$565———
&partners
N/A—35,343-35,343-100%$527———
Marex Group Ltd
N/A—30,000-30,000-100%$447———
Evolve Private Wealth, LLC
N/A—29,716-29,716-100%$443———
MML Investors Services, LLC
N/A—29,208-29,208-100%$435———
Northwestern Mutual Wealth Management Co
N/A—26,004-26,004-100%$388———
Stratos Wealth Partners, Ltd.
N/A—18,811-18,811-100%$280———
Brown Advisory Inc
N/A—17,960-17,960-100%$268———
Two Sigma Securities, LLC
N/A—17,614-17,614-100%$262———
Snowden Capital Advisors LLC
N/A—15,359-15,359-100%$229———
Vestmark Advisory Solutions, Inc.
N/A—13,745-13,745-100%$205———
PFG Investments, LLC
N/A—12,676-12,676-100%$189———
EP Wealth Advisors, LLC
N/A—12,532-12,532-100%$187———
Centaurus Financial, Inc.
N/A—12,467-12,467-100%$0———
CSS LLC
N/A—12,333-12,333-100%$551———
MAI Capital Management
N/A—10,769-10,769-100%$161———
Citadel Advisors LLC
N/A—10,079-10,079-100%$150———
Rialto Wealth Management, LLC
N/A—5,111-5,111-100%$77———
Quantum Portfolio Management LLC
N/A—2,649-2,649-100%$39———
Keating Financial Advisory Services, Inc.
N/A—2,170-2,170-100%$32———
Atlantic Union Bankshares Corp
N/A—2,017-2,017-100%$29———
HM Payson & Co
N/A—1,870-1,870-100%$28———
BFC Planning, Inc.
N/A—1,086-1,086-100%$16———
Bartlett & Co. Wealth Management LLC
N/A—1,056-1,056-100%$16———
Medallion Wealth Advisors, LLC
N/A—1,000-1,000-100%$15———
Arax Advisory Partners
N/A—376-376-100%$6———
Showing 142 of 142 institutions