Defi Technologies Inc (DEFT)

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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SEB Asset Management AB

INCREASED

Shares326,866 from 178,552

Change+148,314 (+83%)

Value$161.7K (+$69.9K)

Filed 2026-11-04

StoneX Group Inc.

INCREASED

Shares146,544 from 115,925

Change+30,619 (+26%)

Value$72.6K (+$13.0K)

Filed 2026-11-03

Wiregrass Investment Management LLC

INCREASED

Shares125,000 from 100,000

Change+25,000 (+25%)

Value$61.8K (+$10.4K)

Filed 2026-11-05

Visionary Wealth Advisors

INCREASED

Shares115,227 from 107,600

Change+7,627 (+7%)

Value$57.0K (+$1.7K)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares101,471 from 107,246

Change-5,775 (-5%)

Value$50.2K (-$4.9K)

Filed 2026-11-06

Imc-Chicago, LLC

DECREASED

Shares87,342 from 121,742

Change-34,400 (-28%)

Value$43.2K (-$19.4K)

Filed 2026-11-05

Geode Capital Management, LLC

DECREASED

Shares79,742 from 93,032

Change-13,290 (-14%)

Value$39.3K (-$9.7K)

Filed 2026-11-06

Amundi

DECREASED

Shares71,115 from 78,744

Change-7,629 (-10%)

Value$35.2K (-$5.3K)

Filed 2026-11-06

Pictet Asset Management Holding SA

UNCHANGED

Shares65,769 from 65,769

Change0 (0%)

Value$32.4K (-$3.3K)

Filed 2026-11-03

CIBC Asset Management Inc

INCREASED

Shares58,174 from 54,569

Change+3,605 (+7%)

Value$28.6K (-$920)

Filed 2026-11-05

Paragon Private Wealth Management, LLC

UNCHANGED

Shares34,100 from 34,100

Change0 (0%)

Value$16.9K (-$665)

Filed 2026-10-20

DKM Wealth Management, Inc.

INCREASED

Shares32,565 from 30,965

Change+1,600 (+5%)

Value$16.1K (+$187)

Filed 2026-10-09

United Capital Management of KS, Inc.

UNCHANGED

Shares32,552 from 32,552

Change0 (0%)

Value$16.1K (-$635)

Filed 2026-11-04

Farther Finance Advisors, LLC

UNCHANGED

Shares29,546 from 29,546

Change0 (0%)

Value$14.6K (-$577)

Filed 2026-10-08

Commonwealth Equity Services, LLC

UNCHANGED

Shares29,284 from 29,284

Change0 (0%)

Value$14.5K (-$570)

Filed 2026-11-02

Allworth Financial LP

NEW

Shares25,000

Change+25,000

Value$12.9K

Filed 2026-11-06

City State Bank

UNCHANGED

Shares23,000 from 23,000

Change0 (0%)

Value$11.4K (-$449)

Filed 2026-10-20

Citigroup Inc

NEW

Shares21,644

Change+21,644

Value$10.7K

Filed 2026-11-04

Walser Wealth Management Company, A Ltd Liability Co

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$9.9K (-$390)

Filed 2026-10-15

First Heartland Consultants, Inc.

UNCHANGED

Shares18,181 from 18,181

Change0 (0%)

Value$9.0K (-$355)

Filed 2026-10-08

Nova Financial LLC

NEW

Shares16,564

Change+16,564

Value$8.2K

Filed 2026-11-04

Archford Capital Strategies, LLC

NEW

Shares16,000

Change+16,000

Value$7.9K

Filed 2026-10-19

Swiss Life Asset Management Ltd

UNCHANGED

Shares15,700 from 15,700

Change0 (0%)

Value$7.7K (-$761)

Filed 2026-11-03

Novem Group

UNCHANGED

Shares14,560 from 14,560

Change0 (0%)

Value$7.2K (-$284)

Filed 2026-10-19

J. Safra Sarasin Holding AG

NEW

Shares11,971

Change+11,971

Value$5.9K

Filed 2026-10-26

Daymark Wealth Partners, LLC

UNCHANGED

Shares11,767 from 11,767

Change0 (0%)

Value$5.8K (-$230)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares11,000 from 17,600

Change-6,600 (-37%)

Value$5.3K (-$3.5K)

Filed 2026-10-13

Griffin Asset Management, Inc.

DECREASED

Shares10,000 from 48,500

Change-38,500 (-79%)

Value$4.9K (-$20.0K)

Filed 2026-10-22

Hurley Capital, LLC

UNCHANGED

Shares4,545 from 4,545

Change0 (0%)

Value$2.2K (-$89)

Filed 2026-11-05

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares3,802 from 3,802

Change0 (0%)

Value$1.9K (-$75)

Filed 2026-10-16

RMG Wealth Management LLC

INCREASED

Shares3,000 from 2,500

Change+500 (+20%)

Value$1.2K (-$43)

Filed 2026-10-26

Parallel Advisors, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$989 (-$39)

Filed 2026-11-03

Cedar Mountain Advisors, LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$742 (-$29)

Filed 2026-10-15

Angeles Wealth Management, LLC

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$10.3K)

Filed 2026-10-26

Creative Planning

CLOSED

Shares0 from 17,000

Change-17,000 (-100%)

Value$0 (-$8.7K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 14,000

Change-14,000 (-100%)

Value$0 (-$7.2K)

Filed 2026-11-06

Everhart Financial Group, Inc.

CLOSED

Shares0 from 11,300

Change-11,300 (-100%)

Value$0 (-$5.8K)

Filed 2026-10-08

BlueChip Wealth Advisors LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$5.7K)

Filed 2026-11-03

Apex Wealth Management, LLC

CLOSED

Shares0 from 10,048

Change-10,048 (-100%)

Value$0 (-$5.2K)

Filed 2026-10-20

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 1,430

Change-1,430 (-100%)

Value$0 (-$735)

Filed 2026-10-26

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 1,195

Change-1,195 (-100%)

Value$0 (-$626)

Filed 2026-10-16

Pacific Center for Financial Services

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$515)

Filed 2026-10-15

Salem Investment Counselors Inc

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$258)

Filed 2026-10-13

Activest Wealth Management

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-15

Weiss Asset Management LP

N/A

Shares— from 6,167,295

Change-6,167,295 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 3,100,462

Change-3,100,462 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 2,719,397

Change-2,719,397 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,205,713

Change-2,205,713 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,162,531

Change-2,162,531 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,850,935

Change-1,850,935 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,822,263

Change-1,822,263 (-100%)

Value—

Cable Car Capital, LPA

N/A

Shares— from 1,315,670

Change-1,315,670 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 738,925

Change-738,925 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 459,896

Change-459,896 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 340,686

Change-340,686 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 335,639

Change-335,639 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 299,356

Change-299,356 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 296,200

Change-296,200 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 264,420

Change-264,420 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 243,727

Change-243,727 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 207,936

Change-207,936 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 206,977

Change-206,977 (-100%)

Value—

UBS Group AG

N/A

Shares— from 166,806

Change-166,806 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 162,103

Change-162,103 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 161,822

Change-161,822 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 158,519

Change-158,519 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 154,690

Change-154,690 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 142,977

Change-142,977 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 119,050

Change-119,050 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 117,862

Change-117,862 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 90,389

Change-90,389 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 67,232

Change-67,232 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 65,196

Change-65,196 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 59,555

Change-59,555 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 46,850

Change-46,850 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 38,265

Change-38,265 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 36,636

Change-36,636 (-100%)

Value—

Harvest Portfolios Group Inc.

N/A

Shares— from 34,884

Change-34,884 (-100%)

Value—

Rollins Financial Advisors, LLC

N/A

Shares— from 34,428

Change-34,428 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 30,465

Change-30,465 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 23,327

Change-23,327 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 20,064

Change-20,064 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 16,215

Change-16,215 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 15,600

Change-15,600 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,100

Change-15,100 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 15,099

Change-15,099 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 13,692

Change-13,692 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 12,308

Change-12,308 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Banco BTG Pactual S.A.

N/A

Shares— from 11,516

Change-11,516 (-100%)

Value—

Invst, LLC

N/A

Shares— from 11,100

Change-11,100 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 10,164

Change-10,164 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 6,943

Change-6,943 (-100%)

Value—

EFG International AG

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,719

Change-2,719 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 892

Change-892 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 350

Change-350 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 151

Change-151 (-100%)

Value—

	Status
SEB Asset Management AB	INCREASED	326,866	178,552	+148,314	+83%	$91.8K	$161.7K	+$69.9K	2026-11-04
StoneX Group Inc.	INCREASED	146,544	115,925	+30,619	+26%	$59.6K	$72.6K	+$13.0K	2026-11-03
Wiregrass Investment Management LLC	INCREASED	125,000	100,000	+25,000	+25%	$51.4K	$61.8K	+$10.4K	2026-11-05
Visionary Wealth Advisors	INCREASED	115,227	107,600	+7,627	+7%	$55.3K	$57.0K	+$1.7K	2026-11-04
LPL Financial LLC	DECREASED	101,471	107,246	-5,775	-5%	$55.1K	$50.2K	-$4.9K	2026-11-06
Imc-Chicago, LLC	DECREASED	87,342	121,742	-34,400	-28%	$62.6K	$43.2K	-$19.4K	2026-11-05
Geode Capital Management, LLC	DECREASED	79,742	93,032	-13,290	-14%	$49.1K	$39.3K	-$9.7K	2026-11-06
Amundi	DECREASED	71,115	78,744	-7,629	-10%	$40.5K	$35.2K	-$5.3K	2026-11-06
Pictet Asset Management Holding SA	UNCHANGED	65,769	65,769	0	0%	$35.7K	$32.4K	-$3.3K	2026-11-03
CIBC Asset Management Inc	INCREASED	58,174	54,569	+3,605	+7%	$29.6K	$28.6K	-$920	2026-11-05
Paragon Private Wealth Management, LLC	UNCHANGED	34,100	34,100	0	0%	$17.5K	$16.9K	-$665	2026-10-20
DKM Wealth Management, Inc.	INCREASED	32,565	30,965	+1,600	+5%	$15.9K	$16.1K	+$187	2026-10-09
United Capital Management of KS, Inc.	UNCHANGED	32,552	32,552	0	0%	$16.7K	$16.1K	-$635	2026-11-04
Farther Finance Advisors, LLC	UNCHANGED	29,546	29,546	0	0%	$15.2K	$14.6K	-$577	2026-10-08
Commonwealth Equity Services, LLC	UNCHANGED	29,284	29,284	0	0%	$15.1K	$14.5K	-$570	2026-11-02
Allworth Financial LP	NEW	25,000	—	+25,000	—	—	$12.9K	—	2026-11-06
City State Bank	UNCHANGED	23,000	23,000	0	0%	$11.8K	$11.4K	-$449	2026-10-20
Citigroup Inc	NEW	21,644	—	+21,644	—	—	$10.7K	—	2026-11-04
Walser Wealth Management Company, A Ltd Liability Co	UNCHANGED	20,000	20,000	0	0%	$10.3K	$9.9K	-$390	2026-10-15
First Heartland Consultants, Inc.	UNCHANGED	18,181	18,181	0	0%	$9.3K	$9.0K	-$355	2026-10-08
Nova Financial LLC	NEW	16,564	—	+16,564	—	—	$8.2K	—	2026-11-04
Archford Capital Strategies, LLC	NEW	16,000	—	+16,000	—	—	$7.9K	—	2026-10-19
Swiss Life Asset Management Ltd	UNCHANGED	15,700	15,700	0	0%	$8.5K	$7.7K	-$761	2026-11-03
Novem Group	UNCHANGED	14,560	14,560	0	0%	$7.5K	$7.2K	-$284	2026-10-19
J. Safra Sarasin Holding AG	NEW	11,971	—	+11,971	—	—	$5.9K	—	2026-10-26
Daymark Wealth Partners, LLC	UNCHANGED	11,767	11,767	0	0%	$6.1K	$5.8K	-$230	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	11,000	17,600	-6,600	-37%	$8.8K	$5.3K	-$3.5K	2026-10-13
Griffin Asset Management, Inc.	DECREASED	10,000	48,500	-38,500	-79%	$24.9K	$4.9K	-$20.0K	2026-10-22
Hurley Capital, LLC	UNCHANGED	4,545	4,545	0	0%	$2.3K	$2.2K	-$89	2026-11-05
Halbert Hargrove Global Advisors, LLC	UNCHANGED	3,802	3,802	0	0%	$2.0K	$1.9K	-$75	2026-10-16
RMG Wealth Management LLC	INCREASED	3,000	2,500	+500	+20%	$1.3K	$1.2K	-$43	2026-10-26
Parallel Advisors, LLC	UNCHANGED	2,000	2,000	0	0%	$1.0K	$989	-$39	2026-11-03
Cedar Mountain Advisors, LLC	UNCHANGED	1,500	1,500	0	0%	$771	$742	-$29	2026-10-15
Angeles Wealth Management, LLC	CLOSED	0	20,000	-20,000	-100%	$10.3K	$0	-$10.3K	2026-10-26
Creative Planning	CLOSED	0	17,000	-17,000	-100%	$8.7K	$0	-$8.7K	2026-11-02
Kestra Private Wealth Services, LLC	CLOSED	0	14,000	-14,000	-100%	$7.2K	$0	-$7.2K	2026-11-06
Everhart Financial Group, Inc.	CLOSED	0	11,300	-11,300	-100%	$5.8K	$0	-$5.8K	2026-10-08
BlueChip Wealth Advisors LLC	CLOSED	0	11,000	-11,000	-100%	$5.7K	$0	-$5.7K	2026-11-03
Apex Wealth Management, LLC	CLOSED	0	10,048	-10,048	-100%	$5.2K	$0	-$5.2K	2026-10-20
Vermillion Wealth Management, Inc.	CLOSED	0	1,430	-1,430	-100%	$735	$0	-$735	2026-10-26
TD Waterhouse Canada Inc.	CLOSED	0	1,195	-1,195	-100%	$626	$0	-$626	2026-10-16
Pacific Center for Financial Services	CLOSED	0	1,000	-1,000	-100%	$515	$0	-$515	2026-10-15
Salem Investment Counselors Inc	CLOSED	0	500	-500	-100%	$258	$0	-$258	2026-10-13
Activest Wealth Management	CLOSED	0	0	0	—	$0	$0	$0	2026-10-15
Weiss Asset Management LP	N/A	—	6,167,295	-6,167,295	-100%	$3.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	3,100,462	-3,100,462	-100%	$1.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	2,719,397	-2,719,397	-100%	$1.4M	—	—	—
Bank of Montreal	N/A	—	2,205,713	-2,205,713	-100%	$1.2M	—	—	—
American Century Companies Inc	N/A	—	2,162,531	-2,162,531	-100%	$1.2M	—	—	—
Morgan Stanley	N/A	—	1,850,935	-1,850,935	-100%	$951.8K	—	—	—
Jane Street Group, LLC	N/A	—	1,822,263	-1,822,263	-100%	$937.0K	—	—	—
Cable Car Capital, LPA	N/A	—	1,315,670	-1,315,670	-100%	$676.5K	—	—	—
Swiss National Bank	N/A	—	738,925	-738,925	-100%	$400.0K	—	—	—
Millennium Management LLC	N/A	—	459,896	-459,896	-100%	$236.5K	—	—	—
Legal & General Group Plc	N/A	—	340,686	-340,686	-100%	$184.9K	—	—	—
Group One Trading LLC	N/A	—	335,639	-335,639	-100%	$172.6K	—	—	—
SG Americas Securities, LLC	N/A	—	299,356	-299,356	-100%	$154.0K	—	—	—
Marex Group Ltd	N/A	—	296,200	-296,200	-100%	$152.3K	—	—	—
Ethos Financial Group, LLC	N/A	—	264,420	-264,420	-100%	$136.0K	—	—	—
Nuveen, LLC	N/A	—	243,727	-243,727	-100%	$125.3K	—	—	—
Citadel Advisors LLC	N/A	—	207,936	-207,936	-100%	$106.9K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	206,977	-206,977	-100%	$112.4K	—	—	—
UBS Group AG	N/A	—	166,806	-166,806	-100%	$85.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	162,103	-162,103	-100%	$83.4K	—	—	—
Marshall Wace, LLP	N/A	—	161,822	-161,822	-100%	$82.5K	—	—	—
BlackRock, Inc.	N/A	—	158,519	-158,519	-100%	$81.5K	—	—	—
Western Wealth Management, LLC	N/A	—	154,690	-154,690	-100%	$79.5K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	142,977	-142,977	-100%	$77.6K	—	—	—
GTS Securities LLC	N/A	—	119,050	-119,050	-100%	$61.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	117,862	-117,862	-100%	$64.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	90,389	-90,389	-100%	$49.1K	—	—	—
Toronto Dominion Bank	N/A	—	67,232	-67,232	-100%	$36.5K	—	—	—
JPMorgan Chase & Co	N/A	—	65,196	-65,196	-100%	$259.7K	—	—	—
Cannell & Spears LLC	N/A	—	65,000	-65,000	-100%	$33.4K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	59,555	-59,555	-100%	$32.3K	—	—	—
Captrust Financial Advisors	N/A	—	46,850	-46,850	-100%	$24.1K	—	—	—
Virtu Financial LLC	N/A	—	38,265	-38,265	-100%	$20	—	—	—
Integrated Wealth Concepts LLC	N/A	—	36,636	-36,636	-100%	$18.8K	—	—	—
Harvest Portfolios Group Inc.	N/A	—	34,884	-34,884	-100%	$18.9K	—	—	—
Rollins Financial Advisors, LLC	N/A	—	34,428	-34,428	-100%	$17.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	30,465	-30,465	-100%	$15.7K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	23,327	-23,327	-100%	$12.0K	—	—	—
Engineers Gate Manager LP	N/A	—	20,064	-20,064	-100%	$10.3K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	20,000	-20,000	-100%	$10.3K	—	—	—
Harbour Investments, Inc.	N/A	—	16,215	-16,215	-100%	$8.3K	—	—	—
Caption Management, LLC	N/A	—	15,600	-15,600	-100%	$8.0K	—	—	—
Royal Bank of Canada	N/A	—	15,100	-15,100	-100%	$8.0K	—	—	—
Private Advisor Group, LLC	N/A	—	15,099	-15,099	-100%	$7.8K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	15,000	-15,000	-100%	$7.7K	—	—	—
Scotia Capital Inc.	N/A	—	15,000	-15,000	-100%	$7.7K	—	—	—
Cary Street Partners Financial LLC	N/A	—	13,692	-13,692	-100%	$7.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	12,308	-12,308	-100%	$6.3K	—	—	—
HighMark Wealth Management LLC	N/A	—	12,000	-12,000	-100%	$6.2K	—	—	—
Banco BTG Pactual S.A.	N/A	—	11,516	-11,516	-100%	$5.9K	—	—	—
Invst, LLC	N/A	—	11,100	-11,100	-100%	$5.7K	—	—	—
Purpose Unlimited Inc.	N/A	—	10,164	-10,164	-100%	$5.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	6,943	-6,943	-100%	$3.6K	—	—	—
EFG International AG	N/A	—	4,000	-4,000	-100%	$2.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,719	-2,719	-100%	$1.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,200	-1,200	-100%	$617	—	—	—
Jones Financial Companies Lllp	N/A	—	1,000	-1,000	-100%	$485	—	—	—
Core Capital Management & Research, inc.	N/A	—	892	-892	-100%	$513	—	—	—
Osaic Holdings, Inc.	N/A	—	500	-500	-100%	$255	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	350	-350	-100%	$180	—	—	—
TD Capital Management LLC	N/A	—	151	-151	-100%	$78	—	—	—

Showing 105 of 105 institutions