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ETF Managers TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
One Plus One Wealth Management, LLC
INCREASED
Shares1,315,463 from 1,048,547
Change+266,916 (+25%)
Value$13.1M (+$2.6M)
Filed 2024-04-10
Rothschild Wealth LLC
NEW
Shares11,806
Change+11,806
Value$117.2K
Filed 2024-05-15
IFP Advisors, Inc
INCREASED
Shares3,991 from 3,990
Change+1 (+0%)
Value$31.8K (-$8.1K)
Filed 2024-07-30
Susquehanna International Group, LLP
CLOSED
Shares0 from 740,447
Change-740,447 (-100%)
Value$0 (-$7.4M)
Filed 2024-05-07
Group One Trading LLC
CLOSED
Shares0 from 689,204
Change-689,204 (-100%)
Value$0 (-$6.9M)
Filed 2024-05-10
Monaco Asset Management SAM
CLOSED
Shares0 from 619,000
Change-619,000 (-100%)
Value$0 (-$6.2M)
Filed 2024-05-09
GTS Securities LLC
CLOSED
Shares0 from 420,263
Change-420,263 (-100%)
Value$0 (-$4.2M)
Filed 2024-05-15
Nokomis Capital, L.L.C.
CLOSED
Shares0 from 403,440
Change-403,440 (-100%)
Value$0 (-$4.0M)
Filed 2024-05-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 401,938
Change-401,938 (-100%)
Value$0 (-$4.0K)
Filed 2024-04-29
Jane Street Group, LLC
CLOSED
Shares0 from 390,480
Change-390,480 (-100%)
Value$0 (-$3.9M)
Filed 2024-05-16
Citadel Advisors LLC
CLOSED
Shares0 from 384,476
Change-384,476 (-100%)
Value$0 (-$3.8M)
Filed 2024-05-15
LPL Financial LLC
CLOSED
Shares0 from 370,202
Change-370,202 (-100%)
Value$0 (-$3.7M)
Filed 2024-05-10
Royal Bank of Canada
CLOSED
Shares0 from 348,805
Change-348,805 (-100%)
Value$0 (-$3.5M)
Filed 2024-11-05
Two Sigma Investments, LP
CLOSED
Shares0 from 346,300
Change-346,300 (-100%)
Value$0 (-$3.5M)
Filed 2024-05-15
Federation des caisses Desjardins du Quebec
CLOSED
Shares0 from 293,127
Change-293,127 (-100%)
Value$0 (-$2.9M)
Filed 2024-05-15
JPMorgan Chase & Co
CLOSED
Shares0 from 201,719
Change-201,719 (-100%)
Value$0 (-$2.0M)
Filed 2024-12-26
Guild Investment Management, Inc.
CLOSED
Shares0 from 137,310
Change-137,310 (-100%)
Value$0 (-$1.4M)
Filed 2024-04-26
Insigneo Advisory Services, LLC
CLOSED
Shares0 from 134,797
Change-134,797 (-100%)
Value$0 (-$1.3M)
Filed 2024-05-15
Morgan Stanley
CLOSED
Shares0 from 126,994
Change-126,994 (-100%)
Value$0 (-$1.3M)
Filed 2024-10-17
Simplex Trading, LLC
CLOSED
Shares0 from 125,886
Change-125,886 (-100%)
Value$0 (-$1.3K)
Filed 2024-04-25
Vontobel Holding Ltd.
CLOSED
Shares0 from 125,000
Change-125,000 (-100%)
Value$0 (-$1.3M)
Filed 2024-05-10
Ballew Advisors, Inc
CLOSED
Shares0 from 120,092
Change-120,092 (-100%)
Value$0 (-$1.1M)
Filed 2024-04-11
RPg Family Wealth Advisory, LLC
CLOSED
Shares0 from 118,229
Change-118,229 (-100%)
Value$0 (-$1.2M)
Filed 2024-05-13
Cetera Investment Advisers
CLOSED
Shares0 from 117,723
Change-117,723 (-100%)
Value$0 (-$1.2M)
Filed 2024-05-24
CIBC World Market Inc.
CLOSED
Shares0 from 110,556
Change-110,556 (-100%)
Value$0 (-$1.1K)
Filed 2024-05-13
Credit Suisse AG/
CLOSED
Shares0 from 105,988
Change-105,988 (-100%)
Value$0 (-$1.1M)
Filed 2024-05-10
Osaic Holdings, Inc.
CLOSED
Shares0 from 99,739
Change-99,739 (-100%)
Value$0 (-$997.4K)
Filed 2024-05-10
Verus Capital Partners, LLC
CLOSED
Shares0 from 98,600
Change-98,600 (-100%)
Value$0 (-$986.0K)
Filed 2024-05-07
Parsons Capital Management Inc
CLOSED
Shares0 from 88,740
Change-88,740 (-100%)
Value$0 (-$887.4K)
Filed 2024-04-22
Barometer Capital Management Inc.
CLOSED
Shares0 from 87,000
Change-87,000 (-100%)
Value$0 (-$870.0K)
Filed 2024-05-08
Nwam LLC
CLOSED
Shares0 from 85,798
Change-85,798 (-100%)
Value$0 (-$858.0K)
Filed 2024-05-09
Cutler Group LP
CLOSED
Shares0 from 78,772
Change-78,772 (-100%)
Value$0 (-$787)
Filed 2024-04-19
Heartwood Wealth Advisors LLC
CLOSED
Shares0 from 76,608
Change-76,608 (-100%)
Value$0 (-$766.1K)
Filed 2024-04-02
Htlf Bank
CLOSED
Shares0 from 73,334
Change-73,334 (-100%)
Value$0 (-$733.3K)
Filed 2024-04-25
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 67,886
Change-67,886 (-100%)
Value$0 (-$679)
Filed 2024-04-24
K.J. Harrison & Partners Inc
CLOSED
Shares0 from 62,065
Change-62,065 (-100%)
Value$0 (-$620.7K)
Filed 2024-04-26
Balyasny Asset Management L.P.
CLOSED
Shares0 from 58,155
Change-58,155 (-100%)
Value$0 (-$581.6K)
Filed 2024-05-13
Cetera Advisor Networks LLC
CLOSED
Shares0 from 56,508
Change-56,508 (-100%)
Value$0 (-$565.1K)
Filed 2024-05-24
Millennium Management LLC
CLOSED
Shares0 from 51,863
Change-51,863 (-100%)
Value$0 (-$518.6K)
Filed 2024-05-15
Moneta Group Investment Advisors LLC
CLOSED
Shares0 from 47,661
Change-47,661 (-100%)
Value$0 (-$476.6K)
Filed 2024-08-13
LexAurum Advisors, LLC
CLOSED
Shares0 from 44,560
Change-44,560 (-100%)
Value$0 (-$445.6K)
Filed 2024-04-10
PCG Wealth Advisors, LLC
CLOSED
Shares0 from 42,871
Change-42,871 (-100%)
Value$0 (-$428.7K)
Filed 2024-04-19
HRT Financial LP
CLOSED
Shares0 from 41,835
Change-41,835 (-100%)
Value$0 (-$418)
Filed 2024-05-13
OneDigital Investment Advisors LLC
CLOSED
Shares0 from 41,497
Change-41,497 (-100%)
Value$0 (-$415.0K)
Filed 2024-05-10
Schechter Investment Advisors, LLC
CLOSED
Shares0 from 34,464
Change-34,464 (-100%)
Value$0 (-$344.6K)
Filed 2024-05-06
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 28,793
Change-28,793 (-100%)
Value$0 (-$287.9K)
Filed 2024-04-18
Bank of America Corp
CLOSED
Shares0 from 28,790
Change-28,790 (-100%)
Value$0 (-$287.9K)
Filed 2025-03-18
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 27,846
Change-27,846 (-100%)
Value$0 (-$278.5K)
Filed 2024-04-16
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CLOSED
Shares0 from 27,114
Change-27,114 (-100%)
Value$0 (-$271.1K)
Filed 2024-04-30
Fielder Capital Group LLC
CLOSED
Shares0 from 25,457
Change-25,457 (-100%)
Value$0 (-$254.6K)
Filed 2024-04-25
StoneX Group Inc.
CLOSED
Shares0 from 22,120
Change-22,120 (-100%)
Value$0 (-$221.2K)
Filed 2025-08-13
Wedbush Securities Inc
CLOSED
Shares0 from 21,368
Change-21,368 (-100%)
Value$0 (-$214)
Filed 2024-05-15
Tactive Advisors, LLC
CLOSED
Shares0 from 17,387
Change-17,387 (-100%)
Value$0 (-$173.9K)
Filed 2024-06-04
Citigroup Inc
CLOSED
Shares0 from 16,150
Change-16,150 (-100%)
Value$0 (-$161.5K)
Filed 2024-05-10
Stifel Financial Corp
CLOSED
Shares0 from 15,670
Change-15,670 (-100%)
Value$0 (-$156.7K)
Filed 2024-05-14
Main Street Financial Solutions, LLC
CLOSED
Shares0 from 14,700
Change-14,700 (-100%)
Value$0 (-$147.0K)
Filed 2024-04-23
Crabel Capital Management, LLC
CLOSED
Shares0 from 14,562
Change-14,562 (-100%)
Value$0 (-$146)
Filed 2024-05-14
Sigma Planning Corp
CLOSED
Shares0 from 14,154
Change-14,154 (-100%)
Value$0 (-$141.5K)
Filed 2024-05-02
Blue Zone Wealth Advisors, LLC
CLOSED
Shares0 from 13,386
Change-13,386 (-100%)
Value$0 (-$133.9K)
Filed 2024-04-18
Southland Equity Partners LLC
CLOSED
Shares0 from 13,324
Change-13,324 (-100%)
Value$0 (-$133.2K)
Filed 2024-04-12
180 Wealth Advisors, LLC
CLOSED
Shares0 from 12,595
Change-12,595 (-100%)
Value$0 (-$123.6K)
Filed 2024-04-16
Bulltick Wealth Management, LLC
CLOSED
Shares0 from 12,562
Change-12,562 (-100%)
Value$0 (-$125.6K)
Filed 2024-05-15
Willis Johnson Wealth, Inc.
CLOSED
Shares0 from 11,408
Change-11,408 (-100%)
Value$0 (-$114.1K)
Filed 2024-04-19
Larson Financial Group LLC
CLOSED
Shares0 from 10,972
Change-10,972 (-100%)
Value$0 (-$109.7K)
Filed 2024-05-03
Two Sigma Advisers, LP
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$105.0K)
Filed 2024-05-15
Townsquare Capital LLC
CLOSED
Shares0 from 10,224
Change-10,224 (-100%)
Value$0 (-$102.2K)
Filed 2024-05-15
NewEdge Advisors, LLC
CLOSED
Shares0 from 8,730
Change-8,730 (-100%)
Value$0 (-$87.3K)
Filed 2024-05-14
UBS Group AG
CLOSED
Shares0 from 8,018
Change-8,018 (-100%)
Value$0 (-$80.2K)
Filed 2024-05-13
Parkside Financial Bank & Trust
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$60.0K)
Filed 2024-05-01
Financial Management Professionals, Inc.
CLOSED
Shares0 from 5,401
Change-5,401 (-100%)
Value$0 (-$54)
Filed 2024-04-16
Banque Cantonale Vaudoise
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$50)
Filed 2024-04-10
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 4,400
Change-4,400 (-100%)
Value$0 (-$44.0K)
Filed 2024-05-10
National Bank of Canada
CLOSED
Shares0 from 3,395
Change-3,395 (-100%)
Value$0 (-$33.3K)
Filed 2024-05-13
U S Global Investors Inc
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$29.0K)
Filed 2024-04-24
City State Bank
CLOSED
Shares0 from 2,515
Change-2,515 (-100%)
Value$0 (-$25)
Filed 2024-04-11
Spire Wealth Management
CLOSED
Shares0 from 1,435
Change-1,435 (-100%)
Value$0 (-$12.7K)
Filed 2024-04-24
Belmont Capital, LLC
CLOSED
Shares0 from 1,184
Change-1,184 (-100%)
Value$0 (-$11.8K)
Filed 2024-05-14
Pacifica Partners Inc.
CLOSED
Shares0 from 845
Change-845 (-100%)
Value$0 (-$8.1K)
Filed 2024-04-12
Geneos Wealth Management Inc.
CLOSED
Shares0 from 728
Change-728 (-100%)
Value$0 (-$7.3K)
Filed 2024-05-03
Whittier Trust Co
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$5.8K)
Filed 2024-05-02
Balefire, LLC
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$5.5K)
Filed 2024-05-10
Proequities, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$5.0K)
Filed 2024-05-01
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$4.1K)
Filed 2024-04-19
Security National Bank
CLOSED
Shares0 from 342
Change-342 (-100%)
Value$0 (-$3.4K)
Filed 2024-04-15
Grayhawk Investment Strategies Inc.
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$2.4K)
Filed 2024-05-15
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$2.0K)
Filed 2024-05-15
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.0K)
Filed 2024-04-25
Bartlett & Co. Wealth Management LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.0K)
Filed 2024-05-09
Tucker Asset Management LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$1.8K)
Filed 2024-08-09
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$510)
Filed 2024-05-15
Cypress Capital Management LLC (WY)
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$90)
Filed 2024-05-09
Wells Fargo & Company
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$11)
Filed 2024-05-10
Wealthsource Partners, LLC
N/A
Shares— from 40,704
Change-40,704 (-100%)
Value—
Bartlett & Co. LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 0
Change0
Value—
Status
One Plus One Wealth Management, LLC
INCREASED1,315,4631,048,547+266,916+25%$10.5M$13.1M+$2.6M2024-04-10
Rothschild Wealth LLC
NEW11,806—+11,806——$117.2K—2024-05-15
IFP Advisors, Inc
INCREASED3,9913,990+1+0%$39.9K$31.8K-$8.1K2024-07-30
Susquehanna International Group, LLP
CLOSED0740,447-740,447-100%$7.4M$0-$7.4M2024-05-07
Group One Trading LLC
CLOSED0689,204-689,204-100%$6.9M$0-$6.9M2024-05-10
Monaco Asset Management SAM
CLOSED0619,000-619,000-100%$6.2M$0-$6.2M2024-05-09
GTS Securities LLC
CLOSED0420,263-420,263-100%$4.2M$0-$4.2M2024-05-15
Nokomis Capital, L.L.C.
CLOSED0403,440-403,440-100%$4.0M$0-$4.0M2024-05-14
Commonwealth Equity Services, LLC
CLOSED0401,938-401,938-100%$4.0K$0-$4.0K2024-04-29
Jane Street Group, LLC
CLOSED0390,480-390,480-100%$3.9M$0-$3.9M2024-05-16
Citadel Advisors LLC
CLOSED0384,476-384,476-100%$3.8M$0-$3.8M2024-05-15
LPL Financial LLC
CLOSED0370,202-370,202-100%$3.7M$0-$3.7M2024-05-10
Royal Bank of Canada
CLOSED0348,805-348,805-100%$3.5M$0-$3.5M2024-11-05
Two Sigma Investments, LP
CLOSED0346,300-346,300-100%$3.5M$0-$3.5M2024-05-15
Federation des caisses Desjardins du Quebec
CLOSED0293,127-293,127-100%$2.9M$0-$2.9M2024-05-15
JPMorgan Chase & Co
CLOSED0201,719-201,719-100%$2.0M$0-$2.0M2024-12-26
Guild Investment Management, Inc.
CLOSED0137,310-137,310-100%$1.4M$0-$1.4M2024-04-26
Insigneo Advisory Services, LLC
CLOSED0134,797-134,797-100%$1.3M$0-$1.3M2024-05-15
Morgan Stanley
CLOSED0126,994-126,994-100%$1.3M$0-$1.3M2024-10-17
Simplex Trading, LLC
CLOSED0125,886-125,886-100%$1.3K$0-$1.3K2024-04-25
Vontobel Holding Ltd.
CLOSED0125,000-125,000-100%$1.3M$0-$1.3M2024-05-10
Ballew Advisors, Inc
CLOSED0120,092-120,092-100%$1.1M$0-$1.1M2024-04-11
RPg Family Wealth Advisory, LLC
CLOSED0118,229-118,229-100%$1.2M$0-$1.2M2024-05-13
Cetera Investment Advisers
CLOSED0117,723-117,723-100%$1.2M$0-$1.2M2024-05-24
CIBC World Market Inc.
CLOSED0110,556-110,556-100%$1.1K$0-$1.1K2024-05-13
Credit Suisse AG/
CLOSED0105,988-105,988-100%$1.1M$0-$1.1M2024-05-10
Osaic Holdings, Inc.
CLOSED099,739-99,739-100%$997.4K$0-$997.4K2024-05-10
Verus Capital Partners, LLC
CLOSED098,600-98,600-100%$986.0K$0-$986.0K2024-05-07
Parsons Capital Management Inc
CLOSED088,740-88,740-100%$887.4K$0-$887.4K2024-04-22
Barometer Capital Management Inc.
CLOSED087,000-87,000-100%$870.0K$0-$870.0K2024-05-08
Nwam LLC
CLOSED085,798-85,798-100%$858.0K$0-$858.0K2024-05-09
Cutler Group LP
CLOSED078,772-78,772-100%$787$0-$7872024-04-19
Heartwood Wealth Advisors LLC
CLOSED076,608-76,608-100%$766.1K$0-$766.1K2024-04-02
Htlf Bank
CLOSED073,334-73,334-100%$733.3K$0-$733.3K2024-04-25
Cambridge Investment Research Advisors, Inc.
CLOSED067,886-67,886-100%$679$0-$6792024-04-24
K.J. Harrison & Partners Inc
CLOSED062,065-62,065-100%$620.7K$0-$620.7K2024-04-26
Balyasny Asset Management L.P.
CLOSED058,155-58,155-100%$581.6K$0-$581.6K2024-05-13
Cetera Advisor Networks LLC
CLOSED056,508-56,508-100%$565.1K$0-$565.1K2024-05-24
Millennium Management LLC
CLOSED051,863-51,863-100%$518.6K$0-$518.6K2024-05-15
Moneta Group Investment Advisors LLC
CLOSED047,661-47,661-100%$476.6K$0-$476.6K2024-08-13
LexAurum Advisors, LLC
CLOSED044,560-44,560-100%$445.6K$0-$445.6K2024-04-10
PCG Wealth Advisors, LLC
CLOSED042,871-42,871-100%$428.7K$0-$428.7K2024-04-19
HRT Financial LP
CLOSED041,835-41,835-100%$418$0-$4182024-05-13
OneDigital Investment Advisors LLC
CLOSED041,497-41,497-100%$415.0K$0-$415.0K2024-05-10
Schechter Investment Advisors, LLC
CLOSED034,464-34,464-100%$344.6K$0-$344.6K2024-05-06
Pettinga Financial Advisors LLC
CLOSED028,793-28,793-100%$287.9K$0-$287.9K2024-04-18
Bank of America Corp
CLOSED028,790-28,790-100%$287.9K$0-$287.9K2025-03-18
Stratos Wealth Partners, Ltd.
CLOSED027,846-27,846-100%$278.5K$0-$278.5K2024-04-16
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CLOSED027,114-27,114-100%$271.1K$0-$271.1K2024-04-30
Fielder Capital Group LLC
CLOSED025,457-25,457-100%$254.6K$0-$254.6K2024-04-25
StoneX Group Inc.
CLOSED022,120-22,120-100%$221.2K$0-$221.2K2025-08-13
Wedbush Securities Inc
CLOSED021,368-21,368-100%$214$0-$2142024-05-15
Tactive Advisors, LLC
CLOSED017,387-17,387-100%$173.9K$0-$173.9K2024-06-04
Citigroup Inc
CLOSED016,150-16,150-100%$161.5K$0-$161.5K2024-05-10
Stifel Financial Corp
CLOSED015,670-15,670-100%$156.7K$0-$156.7K2024-05-14
Main Street Financial Solutions, LLC
CLOSED014,700-14,700-100%$147.0K$0-$147.0K2024-04-23
Crabel Capital Management, LLC
CLOSED014,562-14,562-100%$146$0-$1462024-05-14
Sigma Planning Corp
CLOSED014,154-14,154-100%$141.5K$0-$141.5K2024-05-02
Blue Zone Wealth Advisors, LLC
CLOSED013,386-13,386-100%$133.9K$0-$133.9K2024-04-18
Southland Equity Partners LLC
CLOSED013,324-13,324-100%$133.2K$0-$133.2K2024-04-12
180 Wealth Advisors, LLC
CLOSED012,595-12,595-100%$123.6K$0-$123.6K2024-04-16
Bulltick Wealth Management, LLC
CLOSED012,562-12,562-100%$125.6K$0-$125.6K2024-05-15
Willis Johnson Wealth, Inc.
CLOSED011,408-11,408-100%$114.1K$0-$114.1K2024-04-19
Larson Financial Group LLC
CLOSED010,972-10,972-100%$109.7K$0-$109.7K2024-05-03
Two Sigma Advisers, LP
CLOSED010,500-10,500-100%$105.0K$0-$105.0K2024-05-15
Townsquare Capital LLC
CLOSED010,224-10,224-100%$102.2K$0-$102.2K2024-05-15
NewEdge Advisors, LLC
CLOSED08,730-8,730-100%$87.3K$0-$87.3K2024-05-14
UBS Group AG
CLOSED08,018-8,018-100%$80.2K$0-$80.2K2024-05-13
Parkside Financial Bank & Trust
CLOSED06,000-6,000-100%$60.0K$0-$60.0K2024-05-01
Financial Management Professionals, Inc.
CLOSED05,401-5,401-100%$54$0-$542024-04-16
Banque Cantonale Vaudoise
CLOSED05,000-5,000-100%$50$0-$502024-04-10
PNC Financial Services Group, Inc.
CLOSED04,400-4,400-100%$44.0K$0-$44.0K2024-05-10
National Bank of Canada
CLOSED03,395-3,395-100%$33.3K$0-$33.3K2024-05-13
U S Global Investors Inc
CLOSED02,900-2,900-100%$29.0K$0-$29.0K2024-04-24
City State Bank
CLOSED02,515-2,515-100%$25$0-$252024-04-11
Spire Wealth Management
CLOSED01,435-1,435-100%$12.7K$0-$12.7K2024-04-24
Belmont Capital, LLC
CLOSED01,184-1,184-100%$11.8K$0-$11.8K2024-05-14
Pacifica Partners Inc.
CLOSED0845-845-100%$8.1K$0-$8.1K2024-04-12
Geneos Wealth Management Inc.
CLOSED0728-728-100%$7.3K$0-$7.3K2024-05-03
Whittier Trust Co
CLOSED0584-584-100%$5.8K$0-$5.8K2024-05-02
Balefire, LLC
CLOSED0552-552-100%$5.5K$0-$5.5K2024-05-10
Proequities, Inc.
CLOSED0500-500-100%$5.0K$0-$5.0K2024-05-01
Tradewinds Capital Management, LLC
CLOSED0407-407-100%$4.1K$0-$4.1K2024-04-19
Security National Bank
CLOSED0342-342-100%$3.4K$0-$3.4K2024-04-15
Grayhawk Investment Strategies Inc.
CLOSED0235-235-100%$2.4K$0-$2.4K2024-05-15
Steward Partners Investment Advisory, LLC
CLOSED0201-201-100%$2.0K$0-$2.0K2024-05-15
Capital Investment Advisory Services, LLC
CLOSED0200-200-100%$2.0K$0-$2.0K2024-04-25
Bartlett & Co. Wealth Management LLC
CLOSED0200-200-100%$2.0K$0-$2.0K2024-05-09
Tucker Asset Management LLC
CLOSED0175-175-100%$1.8K$0-$1.8K2024-08-09
Tower Research Capital LLC (TRC)
CLOSED051-51-100%$510$0-$5102024-05-15
Cypress Capital Management LLC (WY)
CLOSED09-9-100%$90$0-$902024-05-09
Wells Fargo & Company
CLOSED01-1-100%$11$0-$112024-05-10
Wealthsource Partners, LLC
N/A—40,704-40,704-100%$407.0K———
Bartlett & Co. LLC
N/A—200-200-100%$2———
Strategic Investment Solutions, Inc.
N/A—00—$0———
Showing 95 of 95 institutions