Columbia Slgmn Prem Tech GR (STK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares195,695 from 196,882

Change-1,187 (-1%)

Value$10.5M (-$83.5K)

Filed 2026-11-06

Advisory Solutions Group, LLC

INCREASED

Shares180,173 from 160,919

Change+19,254 (+12%)

Value$9.7M (+$1.0M)

Filed 2026-10-14

PMG Family Office LLC

INCREASED

Shares77,146 from 76,732

Change+414 (+1%)

Value$4.1M (+$14.6K)

Filed 2026-10-19

Advisory Advocates, LLC

INCREASED

Shares56,009 from 54,394

Change+1,615 (+3%)

Value$3.0M (+$81.4K)

Filed 2026-11-05

Aviance Capital Partners, LLC

DECREASED

Shares42,747 from 44,393

Change-1,646 (-4%)

Value$2.3M (-$92.9K)

Filed 2026-10-29

Wolverine Asset Management LLC

DECREASED

Shares28,810 from 30,492

Change-1,682 (-6%)

Value$1.5M (-$93.5K)

Filed 2026-11-02

International Assets Investment Management, LLC

DECREASED

Shares28,678 from 28,753

Change-75 (0%)

Value$1.6M (+$16.9K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares25,075 from 22,808

Change+2,267 (+10%)

Value$1.3M (+$119.0K)

Filed 2026-11-02

Laurel OAK Wealth Management, LLC

DECREASED

Shares20,060 from 20,877

Change-817 (-4%)

Value$1.1M (-$46.0K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares19,837 from 10,331

Change+9,506 (+92%)

Value$1.1M (+$553.0K)

Filed 2026-10-13

David J Yvars Group

INCREASED

Shares19,210 from 12,254

Change+6,956 (+57%)

Value$1.0M (+$372.8K)

Filed 2026-10-09

HUB Investment Partners, LLC

UNCHANGED

Shares19,000 from 19,000

Change0 (0%)

Value$1.0M (-$1.9K)

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares17,390 from 17,386

Change+4 (+0%)

Value$935.1K (-$1.5K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares16,639 from 15,898

Change+741 (+5%)

Value$894.7K (+$38.2K)

Filed 2026-11-02

Meridian Wealth Management, LLC

DECREASED

Shares16,145 from 17,839

Change-1,694 (-9%)

Value$868.1K (-$92.8K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares15,286 from 14,411

Change+875 (+6%)

Value$821.9K (+$45.6K)

Filed 2026-11-03

Smith Asset Management Co., LLC

DECREASED

Shares12,901 from 15,702

Change-2,801 (-18%)

Value$693.7K (-$152.2K)

Filed 2026-10-16

LVZ, Inc.

UNCHANGED

Shares11,115 from 11,115

Change0 (0%)

Value$597.7K (-$1.1K)

Filed 2026-10-20

Oppenheimer & Co Inc

DECREASED

Shares9,706 from 10,735

Change-1,029 (-10%)

Value$521.9K (-$56.4K)

Filed 2026-10-26

Kestra Private Wealth Services, LLC

DECREASED

Shares8,934 from 9,915

Change-981 (-10%)

Value$480.4K (-$53.7K)

Filed 2026-11-06

Allworth Financial LP

UNCHANGED

Shares8,743 from 8,743

Change0 (0%)

Value$471.0K ($0)

Filed 2026-11-06

SteelPeak Wealth, LLC

DECREASED

Shares8,297 from 8,328

Change-31 (0%)

Value$446.1K (-$2.5K)

Filed 2026-10-16

Advisor OS, LLC

NEW

Shares7,088

Change+7,088

Value$381.1K

Filed 2026-11-03

J.W. Cole Advisors, Inc.

INCREASED

Shares7,027 from 6,993

Change+34 (+0%)

Value$377.8K (+$1.1K)

Filed 2026-11-05

Lanark Financial, Inc.

INCREASED

Shares6,957 from 6,953

Change+4 (+0%)

Value$374.1K (-$489)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

DECREASED

Shares6,593 from 10,976

Change-4,383 (-40%)

Value$354.5K (-$236.8K)

Filed 2026-10-16

Savant Capital, LLC

NEW

Shares6,413

Change+6,413

Value$344.8K

Filed 2026-11-06

HighTower Advisors, LLC

INCREASED

Shares6,367 from 4,745

Change+1,622 (+34%)

Value$342.4K (+$86.7K)

Filed 2026-11-10

Capital Investment Advisory Services, LLC

INCREASED

Shares6,050 from 5,500

Change+550 (+10%)

Value$325.3K (+$29.0K)

Filed 2026-10-30

RMR Wealth Builders

DECREASED

Shares5,611 from 20,648

Change-15,037 (-73%)

Value$301.7K (-$810.6K)

Filed 2026-10-22

Choreo, LLC

DECREASED

Shares5,321 from 6,086

Change-765 (-13%)

Value$286.1K (-$41.7K)

Filed 2026-10-28

Perigon Wealth Management, LLC

UNCHANGED

Shares5,170 from 5,170

Change0 (0%)

Value$278.0K (-$517)

Filed 2026-10-22

Diversify Wealth Management, LLC

UNCHANGED

Shares4,420 from 4,420

Change0 (0%)

Value$233.2K (+$22.9K)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares4,420 from 4,420

Change0 (0%)

Value$233.2K (+$22.9K)

Filed 2026-10-20

Harbour Investments, Inc.

UNCHANGED

Shares4,377 from 4,377

Change0 (0%)

Value$235.4K (-$438)

Filed 2026-11-09

PNC Financial Services Group, Inc.

INCREASED

Shares4,201 from 3,216

Change+985 (+31%)

Value$225.9K (+$52.6K)

Filed 2026-11-06

Capital Investment Advisors, LLC

DECREASED

Shares4,201 from 4,301

Change-100 (-2%)

Value$225.9K (-$5.8K)

Filed 2026-10-22

Vista Investment Partners II, LLC

UNCHANGED

Shares3,992 from 3,992

Change0 (0%)

Value$214.7K (-$399)

Filed 2026-10-15

Rydar Equities, Inc.

NEW

Shares2,402

Change+2,402

Value$133.5K

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares2,167 from 2,258

Change-91 (-4%)

Value$116.5K (-$5.1K)

Filed 2026-10-08

Western Pacific Wealth Management, LP

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$80.7K (-$150)

Filed 2026-10-16

CoreCap Advisors, LLC

UNCHANGED

Shares1,442 from 1,442

Change0 (0%)

Value$77.5K (-$143)

Filed 2026-10-08

Private Trust Co NA

UNCHANGED

Shares1,288 from 1,288

Change0 (0%)

Value$69.3K (-$129)

Filed 2026-10-20

Fifth Third Bancorp

UNCHANGED

Shares1,243 from 1,243

Change0 (0%)

Value$66.8K (-$124)

Filed 2026-11-05

Motco

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$53.8K (-$100)

Filed 2026-11-09

Eastern Bank

NEW

Shares852

Change+852

Value$45.8K

Filed 2026-10-05

Larson Financial Group LLC

INCREASED

Shares839 from 832

Change+7 (+1%)

Value$45.1K (+$286)

Filed 2026-11-05

Cassaday & Co Wealth Management LLC

NEW

Shares700

Change+700

Value$37.6K

Filed 2026-10-27

Noble Wealth Management PBC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$12.1K (-$23)

Filed 2026-10-01

MB, Levis & Associates, LLC

UNCHANGED

Shares210 from 210

Change0 (0%)

Value$11.3K (-$21)

Filed 2026-10-16

US Bancorp \de\

DECREASED

Shares186 from 289

Change-103 (-36%)

Value$10.0K (-$5.6K)

Filed 2026-11-05

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$6.7K (-$12)

Filed 2026-10-20

Duncker Streett & Co Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.4K (-$10)

Filed 2026-10-27

IFP Advisors, Inc

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$4.1K (-$7)

Filed 2026-10-16

Danske Bank A/S

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$215 ($0)

Filed 2026-11-09

Shaker Financial Services, LLC

CLOSED

Shares0 from 15,785

Change-15,785 (-100%)

Value$0 (-$850.3K)

Filed 2026-10-14

Compound Planning, Inc.

CLOSED

Shares0 from 13,863

Change-13,863 (-100%)

Value$0 (-$746.8K)

Filed 2026-11-09

Compass Planning Associates Inc

CLOSED

Shares0 from 5,690

Change-5,690 (-100%)

Value$0 (-$306.5K)

Filed 2026-10-13

Attessa Capital LLC

CLOSED

Shares0 from 5,374

Change-5,374 (-100%)

Value$0 (-$289.5K)

Filed 2026-10-09

RHL Group, LLC

CLOSED

Shares0 from 575

Change-575 (-100%)

Value$0 (-$31.1K)

Filed 2026-11-04

GoalVest Advisory LLC

CLOSED

Shares0 from 243

Change-243 (-100%)

Value$0 (-$13.1K)

Filed 2026-10-02

Stone House Investment Management, LLC

CLOSED

Shares0 from 144

Change-144 (-100%)

Value$0 (-$7.8K)

Filed 2026-10-23

Wells Fargo & Company

N/A

Shares— from 399,385

Change-399,385 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 385,444

Change-385,444 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 309,279

Change-309,279 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 205,485

Change-205,485 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 168,899

Change-168,899 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 129,150

Change-129,150 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 113,493

Change-113,493 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 93,526

Change-93,526 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 87,030

Change-87,030 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 44,072

Change-44,072 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 39,707

Change-39,707 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 33,256

Change-33,256 (-100%)

Value—

UBS Group AG

N/A

Shares— from 31,230

Change-31,230 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 29,153

Change-29,153 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 24,290

Change-24,290 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 23,466

Change-23,466 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 21,015

Change-21,015 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 20,495

Change-20,495 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 17,602

Change-17,602 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 17,447

Change-17,447 (-100%)

Value—

&partners

N/A

Shares— from 15,887

Change-15,887 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 15,600

Change-15,600 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 13,291

Change-13,291 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,371

Change-11,371 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 10,095

Change-10,095 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,160

Change-8,160 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 7,247

Change-7,247 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,860

Change-6,860 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,480

Change-6,480 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 5,520

Change-5,520 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 4,713

Change-4,713 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 3,841

Change-3,841 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,550

Change-2,550 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,527

Change-2,527 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 598

Change-598 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 393

Change-393 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 378

Change-378 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 235

Change-235 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 70

Change-70 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	195,695	196,882	-1,187	-1%	$10.6M	$10.5M	-$83.5K	2026-11-06
Advisory Solutions Group, LLC	INCREASED	180,173	160,919	+19,254	+12%	$8.7M	$9.7M	+$1.0M	2026-10-14
PMG Family Office LLC	INCREASED	77,146	76,732	+414	+1%	$4.1M	$4.1M	+$14.6K	2026-10-19
Advisory Advocates, LLC	INCREASED	56,009	54,394	+1,615	+3%	$2.9M	$3.0M	+$81.4K	2026-11-05
Aviance Capital Partners, LLC	DECREASED	42,747	44,393	-1,646	-4%	$2.4M	$2.3M	-$92.9K	2026-10-29
Wolverine Asset Management LLC	DECREASED	28,810	30,492	-1,682	-6%	$1.6M	$1.5M	-$93.5K	2026-11-02
International Assets Investment Management, LLC	DECREASED	28,678	28,753	-75	0%	$1.5M	$1.6M	+$16.9K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	25,075	22,808	+2,267	+10%	$1.2M	$1.3M	+$119.0K	2026-11-02
Laurel OAK Wealth Management, LLC	DECREASED	20,060	20,877	-817	-4%	$1.1M	$1.1M	-$46.0K	2026-10-19
Wealth Enhancement Advisory Services, LLC	INCREASED	19,837	10,331	+9,506	+92%	$537.8K	$1.1M	+$553.0K	2026-10-13
David J Yvars Group	INCREASED	19,210	12,254	+6,956	+57%	$660.1K	$1.0M	+$372.8K	2026-10-09
HUB Investment Partners, LLC	UNCHANGED	19,000	19,000	0	0%	$1.0M	$1.0M	-$1.9K	2026-11-03
Kestra Advisory Services, LLC	INCREASED	17,390	17,386	+4	+0%	$936.6K	$935.1K	-$1.5K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	16,639	15,898	+741	+5%	$856.5K	$894.7K	+$38.2K	2026-11-02
Meridian Wealth Management, LLC	DECREASED	16,145	17,839	-1,694	-9%	$961.0K	$868.1K	-$92.8K	2026-11-05
Parallel Advisors, LLC	INCREASED	15,286	14,411	+875	+6%	$776.3K	$821.9K	+$45.6K	2026-11-03
Smith Asset Management Co., LLC	DECREASED	12,901	15,702	-2,801	-18%	$845.9K	$693.7K	-$152.2K	2026-10-16
LVZ, Inc.	UNCHANGED	11,115	11,115	0	0%	$598.8K	$597.7K	-$1.1K	2026-10-20
Oppenheimer & Co Inc	DECREASED	9,706	10,735	-1,029	-10%	$578.3K	$521.9K	-$56.4K	2026-10-26
Kestra Private Wealth Services, LLC	DECREASED	8,934	9,915	-981	-10%	$534.1K	$480.4K	-$53.7K	2026-11-06
Allworth Financial LP	UNCHANGED	8,743	8,743	0	0%	$471.0K	$471.0K	$0	2026-11-06
SteelPeak Wealth, LLC	DECREASED	8,297	8,328	-31	0%	$448.6K	$446.1K	-$2.5K	2026-10-16
Advisor OS, LLC	NEW	7,088	—	+7,088	—	—	$381.1K	—	2026-11-03
J.W. Cole Advisors, Inc.	INCREASED	7,027	6,993	+34	+0%	$376.7K	$377.8K	+$1.1K	2026-11-05
Lanark Financial, Inc.	INCREASED	6,957	6,953	+4	+0%	$374.6K	$374.1K	-$489	2026-10-26
Concurrent Investment Advisors, LLC	DECREASED	6,593	10,976	-4,383	-40%	$591.3K	$354.5K	-$236.8K	2026-10-16
Savant Capital, LLC	NEW	6,413	—	+6,413	—	—	$344.8K	—	2026-11-06
HighTower Advisors, LLC	INCREASED	6,367	4,745	+1,622	+34%	$255.6K	$342.4K	+$86.7K	2026-11-10
Capital Investment Advisory Services, LLC	INCREASED	6,050	5,500	+550	+10%	$296.3K	$325.3K	+$29.0K	2026-10-30
RMR Wealth Builders	DECREASED	5,611	20,648	-15,037	-73%	$1.1M	$301.7K	-$810.6K	2026-10-22
Choreo, LLC	DECREASED	5,321	6,086	-765	-13%	$327.8K	$286.1K	-$41.7K	2026-10-28
Perigon Wealth Management, LLC	UNCHANGED	5,170	5,170	0	0%	$278.5K	$278.0K	-$517	2026-10-22
Diversify Wealth Management, LLC	UNCHANGED	4,420	4,420	0	0%	$210.3K	$233.2K	+$22.9K	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	4,420	4,420	0	0%	$210.3K	$233.2K	+$22.9K	2026-10-20
Harbour Investments, Inc.	UNCHANGED	4,377	4,377	0	0%	$235.8K	$235.4K	-$438	2026-11-09
PNC Financial Services Group, Inc.	INCREASED	4,201	3,216	+985	+31%	$173.2K	$225.9K	+$52.6K	2026-11-06
Capital Investment Advisors, LLC	DECREASED	4,201	4,301	-100	-2%	$231.7K	$225.9K	-$5.8K	2026-10-22
Vista Investment Partners II, LLC	UNCHANGED	3,992	3,992	0	0%	$215.0K	$214.7K	-$399	2026-10-15
Rydar Equities, Inc.	NEW	2,402	—	+2,402	—	—	$133.5K	—	2026-10-13
Farther Finance Advisors, LLC	DECREASED	2,167	2,258	-91	-4%	$121.6K	$116.5K	-$5.1K	2026-10-08
Western Pacific Wealth Management, LP	UNCHANGED	1,500	1,500	0	0%	$80.8K	$80.7K	-$150	2026-10-16
CoreCap Advisors, LLC	UNCHANGED	1,442	1,442	0	0%	$77.7K	$77.5K	-$143	2026-10-08
Private Trust Co NA	UNCHANGED	1,288	1,288	0	0%	$69.4K	$69.3K	-$129	2026-10-20
Fifth Third Bancorp	UNCHANGED	1,243	1,243	0	0%	$67.0K	$66.8K	-$124	2026-11-05
Motco	UNCHANGED	1,000	1,000	0	0%	$53.9K	$53.8K	-$100	2026-11-09
Eastern Bank	NEW	852	—	+852	—	—	$45.8K	—	2026-10-05
Larson Financial Group LLC	INCREASED	839	832	+7	+1%	$44.8K	$45.1K	+$286	2026-11-05
Cassaday & Co Wealth Management LLC	NEW	700	—	+700	—	—	$37.6K	—	2026-10-27
Noble Wealth Management PBC	UNCHANGED	225	225	0	0%	$12.1K	$12.1K	-$23	2026-10-01
MB, Levis & Associates, LLC	UNCHANGED	210	210	0	0%	$11.3K	$11.3K	-$21	2026-10-16
US Bancorp \de\	DECREASED	186	289	-103	-36%	$15.6K	$10.0K	-$5.6K	2026-11-05
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	125	125	0	0%	$6.7K	$6.7K	-$12	2026-10-20
Duncker Streett & Co Inc	UNCHANGED	100	100	0	0%	$5.4K	$5.4K	-$10	2026-10-27
IFP Advisors, Inc	UNCHANGED	76	76	0	0%	$4.1K	$4.1K	-$7	2026-10-16
Danske Bank A/S	UNCHANGED	4	4	0	0%	$215	$215	$0	2026-11-09
Shaker Financial Services, LLC	CLOSED	0	15,785	-15,785	-100%	$850.3K	$0	-$850.3K	2026-10-14
Compound Planning, Inc.	CLOSED	0	13,863	-13,863	-100%	$746.8K	$0	-$746.8K	2026-11-09
Compass Planning Associates Inc	CLOSED	0	5,690	-5,690	-100%	$306.5K	$0	-$306.5K	2026-10-13
Attessa Capital LLC	CLOSED	0	5,374	-5,374	-100%	$289.5K	$0	-$289.5K	2026-10-09
RHL Group, LLC	CLOSED	0	575	-575	-100%	$31.1K	$0	-$31.1K	2026-11-04
GoalVest Advisory LLC	CLOSED	0	243	-243	-100%	$13.1K	$0	-$13.1K	2026-10-02
Stone House Investment Management, LLC	CLOSED	0	144	-144	-100%	$7.8K	$0	-$7.8K	2026-10-23
Wells Fargo & Company	N/A	—	399,385	-399,385	-100%	$21.5M	—	—	—
Morgan Stanley	N/A	—	385,444	-385,444	-100%	$20.8M	—	—	—
Janney Montgomery Scott LLC	N/A	—	309,279	-309,279	-100%	$16.7M	—	—	—
Invesco Ltd.	N/A	—	205,485	-205,485	-100%	$11.1M	—	—	—
Karpus Management, Inc.	N/A	—	168,899	-168,899	-100%	$9.1M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	129,150	-129,150	-100%	$7.0M	—	—	—
Bank of America Corp	N/A	—	113,493	-113,493	-100%	$6.1M	—	—	—
Royal Bank of Canada	N/A	—	93,526	-93,526	-100%	$5.0M	—	—	—
Raymond James Financial Inc	N/A	—	87,030	-87,030	-100%	$4.7M	—	—	—
Cohen & Steers, Inc.	N/A	—	45,000	-45,000	-100%	$2.4M	—	—	—
Ameriprise Financial Inc	N/A	—	44,072	-44,072	-100%	$2.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	39,707	-39,707	-100%	$2.1M	—	—	—
Cetera Investment Advisers	N/A	—	33,256	-33,256	-100%	$1.8M	—	—	—
UBS Group AG	N/A	—	31,230	-31,230	-100%	$1.7M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	29,153	-29,153	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	24,290	-24,290	-100%	$1.3M	—	—	—
World Investment Advisors	N/A	—	23,466	-23,466	-100%	$890.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	21,015	-21,015	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	20,495	-20,495	-100%	$1.1M	—	—	—
Benjamin Edwards Inc	N/A	—	17,602	-17,602	-100%	$948.2K	—	—	—
Alteri Wealth LLC	N/A	—	17,447	-17,447	-100%	$939.9K	—	—	—
&partners	N/A	—	15,887	-15,887	-100%	$855.0K	—	—	—
1607 Capital Partners, LLC	N/A	—	15,600	-15,600	-100%	$840.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	13,291	-13,291	-100%	$716.0K	—	—	—
XTX Topco Ltd	N/A	—	11,371	-11,371	-100%	$612.6K	—	—	—
NorthRock Partners, LLC	N/A	—	10,095	-10,095	-100%	$543.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,160	-8,160	-100%	$439.6K	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	7,247	-7,247	-100%	$390.4K	—	—	—
Jane Street Group, LLC	N/A	—	6,860	-6,860	-100%	$369.5K	—	—	—
Arax Advisory Partners	N/A	—	6,480	-6,480	-100%	$349.1K	—	—	—
Readystate Asset Management LP	N/A	—	5,520	-5,520	-100%	$297.4K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	5,000	-5,000	-100%	$270.0K	—	—	—
Kovack Advisors, Inc.	N/A	—	4,713	-4,713	-100%	$253.0K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	4,000	-4,000	-100%	$215.5K	—	—	—
Northern Trust Corp	N/A	—	3,841	-3,841	-100%	$206.9K	—	—	—
BFC Planning, Inc.	N/A	—	2,550	-2,550	-100%	$137.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,527	-2,527	-100%	$136.1K	—	—	—
Allied Private Wealth LLC	N/A	—	598	-598	-100%	$30.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	393	-393	-100%	$21.2K	—	—	—
Colonial Trust Advisors	N/A	—	378	-378	-100%	$20.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	235	-235	-100%	$12.7K	—	—	—
JPMorgan Chase & Co	N/A	—	70	-70	-100%	$3.7K	—	—	—
Truvestments Capital LLC	N/A	—	23	-23	-100%	$1.2K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	18	-18	-100%	$970	—	—	—

Showing 106 of 106 institutions