Direxion DLY SM Cap Bull 3X (TNA)

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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Concurrent Investment Advisors, LLC

NEW

Shares280,379

Change+280,379

Value$16.2M

Filed 2026-10-16

Spire Wealth Management

INCREASED

Shares272,557 from 2,039

Change+270,518 (+13267%)

Value$15.7M (+$15.6M)

Filed 2026-10-30

Timothy G. Youngquist 2020 Irrevocable Trust

UNCHANGED

Shares163,850 from 163,850

Change0 (0%)

Value$9.5M (-$2.8M)

Filed 2026-10-13

Chicago Partners Investment Group LLC

UNCHANGED

Shares152,000 from 152,000

Change0 (0%)

Value$8.5M (-$1.9M)

Filed 2026-10-27

Encompass More Asset Management

INCREASED

Shares48,862 from 40,316

Change+8,546 (+21%)

Value$2.8M (-$206.9K)

Filed 2026-10-16

Physician Wealth Advisors, Inc.

UNCHANGED

Shares42,581 from 42,581

Change0 (0%)

Value$2.5M (-$739.6K)

Filed 2026-10-20

Viewpoint Capital Management LLC

DECREASED

Shares25,000 from 27,800

Change-2,800 (-10%)

Value$1.4M (-$644.6K)

Filed 2026-10-27

Discipline Wealth Solutions, LLC

INCREASED

Shares18,946 from 14,058

Change+4,888 (+35%)

Value$1.1M (+$38.0K)

Filed 2026-10-14

Blue Sky Capital Consultants Group, Inc.

UNCHANGED

Shares17,836 from 17,836

Change0 (0%)

Value$1.0M (-$309.8K)

Filed 2026-10-13

Founders Financial Securities LLC

INCREASED

Shares16,758 from 13,617

Change+3,141 (+23%)

Value$967.6K (-$55.2K)

Filed 2026-10-28

Surience Private Wealth LLC

NEW

Shares15,815

Change+15,815

Value$913.2K

Filed 2026-10-16

Retirement Planning Co of New England, Inc.

INCREASED

Shares13,900 from 13,896

Change+4 (+0%)

Value$802.6K (-$241.2K)

Filed 2026-10-15

Westwood Wealth Management

DECREASED

Shares13,120 from 13,240

Change-120 (-1%)

Value$757.6K (-$236.9K)

Filed 2026-10-29

CPR Investments Inc.

DECREASED

Shares10,500 from 10,564

Change-64 (-1%)

Value$606.3K (-$187.2K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares9,633 from 3,632

Change+6,001 (+165%)

Value$552.0K (+$292.2K)

Filed 2026-10-13

Natixis

UNCHANGED

Shares8,735 from 8,735

Change0 (0%)

Value$511.9K (-$138.9K)

Filed 2026-11-06

Kingswood Wealth Advisors, LLC

INCREASED

Shares7,704 from 3,936

Change+3,768 (+96%)

Value$444.8K (+$149.2K)

Filed 2026-10-23

Parkshore Wealth Management, Inc.

INCREASED

Shares7,457 from 6,857

Change+600 (+9%)

Value$430.6K (-$84.4K)

Filed 2026-10-13

StoneX Group Inc.

INCREASED

Shares6,363 from 3,987

Change+2,376 (+60%)

Value$413.3K (+$125.7K)

Filed 2026-11-03

Belvedere Trading LLC

DECREASED

Shares6,216 from 7,557

Change-1,341 (-18%)

Value$358.9K (-$208.7K)

Filed 2026-11-05

Ellis Investment Partners, LLC

DECREASED

Shares6,056 from 11,758

Change-5,702 (-48%)

Value$349.7K (-$533.5K)

Filed 2026-10-21

Ashton Thomas Private Wealth, LLC

INCREASED

Shares5,839 from 4,652

Change+1,187 (+26%)

Value$337.1K (-$12.4K)

Filed 2026-11-03

Genesee Capital Advisors, LLC

INCREASED

Shares5,224 from 3,819

Change+1,405 (+37%)

Value$301.6K (+$14.8K)

Filed 2026-10-20

Integras Partners LLC

INCREASED

Shares4,959 from 4,958

Change+1 (+0%)

Value$286.4K (-$86.0K)

Filed 2026-10-30

Washington Growth Strategies LLC

UNCHANGED

Shares4,157 from 4,157

Change0 (0%)

Value$240.0K (-$72.2K)

Filed 2026-10-19

Imc-Chicago, LLC

DECREASED

Shares4,111 from 27,578

Change-23,467 (-85%)

Value$237.4K (-$1.8M)

Filed 2026-11-05

McGuire Investment Group, LLC

DECREASED

Shares4,025 from 4,525

Change-500 (-11%)

Value$232.4K (-$107.5K)

Filed 2026-10-23

SBI Securities Co., Ltd.

DECREASED

Shares3,919 from 3,989

Change-70 (-2%)

Value$226.3K (-$73.3K)

Filed 2026-10-22

Verdence Capital Advisors LLC

DECREASED

Shares3,861 from 4,326

Change-465 (-11%)

Value$222.9K (-$102.0K)

Filed 2026-10-26

Creative Planning

INCREASED

Shares3,760 from 2,809

Change+951 (+34%)

Value$217.1K (+$6.1K)

Filed 2026-11-02

Larson Financial Group LLC

INCREASED

Shares2,526 from 2,126

Change+400 (+19%)

Value$145.8K (-$13.8K)

Filed 2026-11-05

Covestor Ltd

INCREASED

Shares2,177 from 1,948

Change+229 (+12%)

Value$126.0K (-$20.0K)

Filed 2026-10-30

Stone House Investment Management, LLC

INCREASED

Shares1,116 from 965

Change+151 (+16%)

Value$64.5K (-$8.0K)

Filed 2026-10-23

Fifth Third Bancorp

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$23.1K (-$6.9K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares231 from 205

Change+26 (+13%)

Value$13.3K (-$2.1K)

Filed 2026-11-03

Highline Wealth Partners LLC

NEW

Shares200

Change+200

Value$11.5K

Filed 2026-10-19

Toth Financial Advisory Corp

UNCHANGED

Shares130 from 130

Change0 (0%)

Value$7.5K (-$2.3K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$4.9K (-$1.5K)

Filed 2026-11-04

Main Street Group, LTD

INCREASED

Shares59 from 58

Change+1 (+2%)

Value$3.4K (-$1.0K)

Filed 2026-10-28

Signature Resources Capital Management, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.2K (-$364)

Filed 2026-10-16

Gainplan LLC

CLOSED

Shares0 from 77,000

Change-77,000 (-100%)

Value$0 (-$5.8M)

Filed 2026-10-09

Simplex Trading, LLC

CLOSED

Shares0 from 32,406

Change-32,406 (-100%)

Value$0 (-$2.4M)

Filed 2026-11-04

Vise Technologies, Inc.

CLOSED

Shares0 from 14,874

Change-14,874 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-29

J. Safra Sarasin Holding AG

CLOSED

Shares0 from 3,260

Change-3,260 (-100%)

Value$0 (-$244.9K)

Filed 2026-10-26

Crosspoint Financial, LLC

CLOSED

Shares0 from 3,256

Change-3,256 (-100%)

Value$0 (-$244.6K)

Filed 2026-11-03

LPL Financial LLC

CLOSED

Shares0 from 3,034

Change-3,034 (-100%)

Value$0 (-$227.9K)

Filed 2026-11-06

SYM Financial Corp

CLOSED

Shares0 from 2,794

Change-2,794 (-100%)

Value$0 (-$209.9K)

Filed 2026-10-26

Clay Northam Wealth Management, LLC

CLOSED

Shares0 from 2,780

Change-2,780 (-100%)

Value$0 (-$208.8K)

Filed 2026-10-13

OpenArc Corporate Advisory, LLC

CLOSED

Shares0 from 2,711

Change-2,711 (-100%)

Value$0 (-$203.6K)

Filed 2026-10-21

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$8.3K)

Filed 2026-10-14

CoreCap Advisors, LLC

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-08

Citigroup Inc

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$225)

Filed 2026-11-04

Royal Bank of Canada

N/A

Shares— from 246,845

Change-246,845 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 101,725

Change-101,725 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 96,674

Change-96,674 (-100%)

Value—

Momentum Wealth Planning, LLC

N/A

Shares— from 86,418

Change-86,418 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 30,198

Change-30,198 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 21,067

Change-21,067 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 20,217

Change-20,217 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 18,596

Change-18,596 (-100%)

Value—

UBS Group AG

N/A

Shares— from 15,046

Change-15,046 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 14,122

Change-14,122 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 13,326

Change-13,326 (-100%)

Value—

Significant Wealth Partners LLC

N/A

Shares— from 11,461

Change-11,461 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,303

Change-9,303 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,776

Change-7,776 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 7,450

Change-7,450 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 6,489

Change-6,489 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 5,596

Change-5,596 (-100%)

Value—

Massar Capital Management, LP

N/A

Shares— from 5,138

Change-5,138 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 4,810

Change-4,810 (-100%)

Value—

Private Capital Management, LLC

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 4,142

Change-4,142 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,017

Change-4,017 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 3,965

Change-3,965 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Millington Financial Advisors, LLC

N/A

Shares— from 3,238

Change-3,238 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 3,174

Change-3,174 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,157

Change-3,157 (-100%)

Value—

Great OAK Capital Partners, LLC

N/A

Shares— from 3,143

Change-3,143 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,132

Change-3,132 (-100%)

Value—

Scientech Research LLC

N/A

Shares— from 2,932

Change-2,932 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 1,894

Change-1,894 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,181

Change-1,181 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,164

Change-1,164 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 994

Change-994 (-100%)

Value—

MRP Capital Investments, LLC

N/A

Shares— from 878

Change-878 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 800

Change-800 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 689

Change-689 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 200

Change-200 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 184

Change-184 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 100

Change-100 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 89

Change-89 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Concurrent Investment Advisors, LLC	NEW	280,379	—	+280,379	—	—	$16.2M	—	2026-10-16
Spire Wealth Management	INCREASED	272,557	2,039	+270,518	+13267%	$153.1K	$15.7M	+$15.6M	2026-10-30
Timothy G. Youngquist 2020 Irrevocable Trust	UNCHANGED	163,850	163,850	0	0%	$12.3M	$9.5M	-$2.8M	2026-10-13
Chicago Partners Investment Group LLC	UNCHANGED	152,000	152,000	0	0%	$10.4M	$8.5M	-$1.9M	2026-10-27
Encompass More Asset Management	INCREASED	48,862	40,316	+8,546	+21%	$3.0M	$2.8M	-$206.9K	2026-10-16
Physician Wealth Advisors, Inc.	UNCHANGED	42,581	42,581	0	0%	$3.2M	$2.5M	-$739.6K	2026-10-20
Viewpoint Capital Management LLC	DECREASED	25,000	27,800	-2,800	-10%	$2.1M	$1.4M	-$644.6K	2026-10-27
Discipline Wealth Solutions, LLC	INCREASED	18,946	14,058	+4,888	+35%	$1.1M	$1.1M	+$38.0K	2026-10-14
Blue Sky Capital Consultants Group, Inc.	UNCHANGED	17,836	17,836	0	0%	$1.3M	$1.0M	-$309.8K	2026-10-13
Founders Financial Securities LLC	INCREASED	16,758	13,617	+3,141	+23%	$1.0M	$967.6K	-$55.2K	2026-10-28
Surience Private Wealth LLC	NEW	15,815	—	+15,815	—	—	$913.2K	—	2026-10-16
Retirement Planning Co of New England, Inc.	INCREASED	13,900	13,896	+4	+0%	$1.0M	$802.6K	-$241.2K	2026-10-15
Westwood Wealth Management	DECREASED	13,120	13,240	-120	-1%	$994.5K	$757.6K	-$236.9K	2026-10-29
CPR Investments Inc.	DECREASED	10,500	10,564	-64	-1%	$793.5K	$606.3K	-$187.2K	2026-10-26
Wealth Enhancement Advisory Services, LLC	INCREASED	9,633	3,632	+6,001	+165%	$259.7K	$552.0K	+$292.2K	2026-10-13
Natixis	UNCHANGED	8,735	8,735	0	0%	$650.8K	$511.9K	-$138.9K	2026-11-06
Kingswood Wealth Advisors, LLC	INCREASED	7,704	3,936	+3,768	+96%	$295.6K	$444.8K	+$149.2K	2026-10-23
Parkshore Wealth Management, Inc.	INCREASED	7,457	6,857	+600	+9%	$515.0K	$430.6K	-$84.4K	2026-10-13
StoneX Group Inc.	INCREASED	6,363	3,987	+2,376	+60%	$287.6K	$413.3K	+$125.7K	2026-11-03
Belvedere Trading LLC	DECREASED	6,216	7,557	-1,341	-18%	$567.6K	$358.9K	-$208.7K	2026-11-05
Ellis Investment Partners, LLC	DECREASED	6,056	11,758	-5,702	-48%	$883.2K	$349.7K	-$533.5K	2026-10-21
Ashton Thomas Private Wealth, LLC	INCREASED	5,839	4,652	+1,187	+26%	$349.4K	$337.1K	-$12.4K	2026-11-03
Genesee Capital Advisors, LLC	INCREASED	5,224	3,819	+1,405	+37%	$286.9K	$301.6K	+$14.8K	2026-10-20
Integras Partners LLC	INCREASED	4,959	4,958	+1	+0%	$372.4K	$286.4K	-$86.0K	2026-10-30
Washington Growth Strategies LLC	UNCHANGED	4,157	4,157	0	0%	$312.2K	$240.0K	-$72.2K	2026-10-19
Imc-Chicago, LLC	DECREASED	4,111	27,578	-23,467	-85%	$2.1M	$237.4K	-$1.8M	2026-11-05
McGuire Investment Group, LLC	DECREASED	4,025	4,525	-500	-11%	$339.9K	$232.4K	-$107.5K	2026-10-23
SBI Securities Co., Ltd.	DECREASED	3,919	3,989	-70	-2%	$299.6K	$226.3K	-$73.3K	2026-10-22
Verdence Capital Advisors LLC	DECREASED	3,861	4,326	-465	-11%	$325.0K	$222.9K	-$102.0K	2026-10-26
Creative Planning	INCREASED	3,760	2,809	+951	+34%	$211.0K	$217.1K	+$6.1K	2026-11-02
Larson Financial Group LLC	INCREASED	2,526	2,126	+400	+19%	$159.7K	$145.8K	-$13.8K	2026-11-05
Covestor Ltd	INCREASED	2,177	1,948	+229	+12%	$146.0K	$126.0K	-$20.0K	2026-10-30
Stone House Investment Management, LLC	INCREASED	1,116	965	+151	+16%	$72.5K	$64.5K	-$8.0K	2026-10-23
Fifth Third Bancorp	UNCHANGED	400	400	0	0%	$30.0K	$23.1K	-$6.9K	2026-11-05
Parallel Advisors, LLC	INCREASED	231	205	+26	+13%	$15.4K	$13.3K	-$2.1K	2026-11-03
Highline Wealth Partners LLC	NEW	200	—	+200	—	—	$11.5K	—	2026-10-19
Toth Financial Advisory Corp	UNCHANGED	130	130	0	0%	$9.8K	$7.5K	-$2.3K	2026-10-08
EverSource Wealth Advisors, LLC	UNCHANGED	85	85	0	0%	$6.4K	$4.9K	-$1.5K	2026-11-04
Main Street Group, LTD	INCREASED	59	58	+1	+2%	$4.4K	$3.4K	-$1.0K	2026-10-28
Signature Resources Capital Management, LLC	UNCHANGED	21	21	0	0%	$1.6K	$1.2K	-$364	2026-10-16
Gainplan LLC	CLOSED	0	77,000	-77,000	-100%	$5.8M	$0	-$5.8M	2026-10-09
Simplex Trading, LLC	CLOSED	0	32,406	-32,406	-100%	$2.4M	$0	-$2.4M	2026-11-04
Vise Technologies, Inc.	CLOSED	0	14,874	-14,874	-100%	$1.1M	$0	-$1.1M	2026-10-29
J. Safra Sarasin Holding AG	CLOSED	0	3,260	-3,260	-100%	$244.9K	$0	-$244.9K	2026-10-26
Crosspoint Financial, LLC	CLOSED	0	3,256	-3,256	-100%	$244.6K	$0	-$244.6K	2026-11-03
LPL Financial LLC	CLOSED	0	3,034	-3,034	-100%	$227.9K	$0	-$227.9K	2026-11-06
SYM Financial Corp	CLOSED	0	2,794	-2,794	-100%	$209.9K	$0	-$209.9K	2026-10-26
Clay Northam Wealth Management, LLC	CLOSED	0	2,780	-2,780	-100%	$208.8K	$0	-$208.8K	2026-10-13
OpenArc Corporate Advisory, LLC	CLOSED	0	2,711	-2,711	-100%	$203.6K	$0	-$203.6K	2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	110	-110	-100%	$8.3K	$0	-$8.3K	2026-10-14
CoreCap Advisors, LLC	CLOSED	0	63	-63	-100%	$4.7K	$0	-$4.7K	2026-10-08
Citigroup Inc	CLOSED	0	3	-3	-100%	$225	$0	-$225	2026-11-04
Royal Bank of Canada	N/A	—	246,845	-246,845	-100%	$18.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	101,725	-101,725	-100%	$7.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	96,674	-96,674	-100%	$7.3M	—	—	—
Momentum Wealth Planning, LLC	N/A	—	86,418	-86,418	-100%	$6.5M	—	—	—
GTS Securities LLC	N/A	—	30,198	-30,198	-100%	$2.3M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	21,067	-21,067	-100%	$1.6M	—	—	—
Jane Street Group, LLC	N/A	—	20,217	-20,217	-100%	$1.5M	—	—	—
Two Sigma Securities, LLC	N/A	—	18,596	-18,596	-100%	$1.4M	—	—	—
UBS Group AG	N/A	—	15,046	-15,046	-100%	$1.1M	—	—	—
Mariner, LLC	N/A	—	14,122	-14,122	-100%	$1.1M	—	—	—
Old Mission Capital LLC	N/A	—	13,326	-13,326	-100%	$1.0M	—	—	—
Significant Wealth Partners LLC	N/A	—	11,461	-11,461	-100%	$860.8K	—	—	—
Forum Finance Group S.A.	N/A	—	11,000	-11,000	-100%	$668	—	—	—
JPMorgan Chase & Co	N/A	—	9,303	-9,303	-100%	$689.1K	—	—	—
Icon Advisers Inc	N/A	—	8,800	-8,800	-100%	$661.0K	—	—	—
Citadel Advisors LLC	N/A	—	7,776	-7,776	-100%	$584.1K	—	—	—
DRW Securities, LLC	N/A	—	7,450	-7,450	-100%	$559.6K	—	—	—
Summit Financial, LLC	N/A	—	6,489	-6,489	-100%	$487.4K	—	—	—
Empowered Funds, LLC	N/A	—	5,596	-5,596	-100%	$420.3K	—	—	—
Massar Capital Management, LP	N/A	—	5,138	-5,138	-100%	$385.9K	—	—	—
Headlands Technologies LLC	N/A	—	4,810	-4,810	-100%	$361.3K	—	—	—
Private Capital Management, LLC	N/A	—	4,700	-4,700	-100%	$353.0K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	4,142	-4,142	-100%	$311.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,017	-4,017	-100%	$301.7K	—	—	—
Focus Partners Wealth	N/A	—	3,965	-3,965	-100%	$297.9K	—	—	—
Composition Wealth, LLC	N/A	—	3,400	-3,400	-100%	$255.4K	—	—	—
Millington Financial Advisors, LLC	N/A	—	3,238	-3,238	-100%	$226.7K	—	—	—
Belpointe Asset Management LLC	N/A	—	3,174	-3,174	-100%	$238.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,157	-3,157	-100%	$237.1K	—	—	—
Great OAK Capital Partners, LLC	N/A	—	3,143	-3,143	-100%	$219.1K	—	—	—
Morgan Stanley	N/A	—	3,132	-3,132	-100%	$235.3K	—	—	—
Scientech Research LLC	N/A	—	2,932	-2,932	-100%	$220.2K	—	—	—
Bernard Wealth Management Corp.	N/A	—	1,894	-1,894	-100%	$142.3K	—	—	—
AE Wealth Management LLC	N/A	—	1,181	-1,181	-100%	$88.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,164	-1,164	-100%	$87.4K	—	—	—
BlackRock, Inc.	N/A	—	994	-994	-100%	$74.6K	—	—	—
MRP Capital Investments, LLC	N/A	—	878	-878	-100%	$65.9K	—	—	—
Bank of Montreal	N/A	—	800	-800	-100%	$44.5K	—	—	—
Harbour Investments, Inc.	N/A	—	689	-689	-100%	$51.8K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	300	-300	-100%	$22.5K	—	—	—
Hollencrest Capital Management	N/A	—	200	-200	-100%	$15.0K	—	—	—
Copia Wealth Management	N/A	—	184	-184	-100%	$13.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	100	-100	-100%	$7.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	89	-89	-100%	$6.7K	—	—	—
Boreal Capital Management LLC	N/A	—	80	-80	-100%	$6.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	26	-26	-100%	$2.0K	—	—	—
Wells Fargo & Company	N/A	—	2	-2	-100%	$146	—	—	—

Showing 99 of 99 institutions