Eaton Vance Muni Inc TR (EVN)

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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Hennion & Walsh Asset Management, Inc.

DECREASED

Shares928,478 from 935,778

Change-7,300 (-1%)

Value$8.6M (-$2.0M)

Filed 2026-10-13

Melfa Wealth Management, Inc.

DECREASED

Shares325,891 from 354,956

Change-29,065 (-8%)

Value$3.0M (-$985.6K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares268,410 from 289,311

Change-20,901 (-7%)

Value$2.5M (-$777.5K)

Filed 2026-11-06

Welch & Forbes LLC

UNCHANGED

Shares205,784 from 205,784

Change0 (0%)

Value$1.9M (-$415.7K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares147,128 from 139,420

Change+7,708 (+6%)

Value$1.4M (-$211.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares116,152 from 117,386

Change-1,234 (-1%)

Value$1.1M (-$248.5K)

Filed 2026-11-02

Wakefield Asset Management Lllp

INCREASED

Shares110,103 from 88,139

Change+21,964 (+25%)

Value$1.0M (+$24.9K)

Filed 2026-11-05

ProVise Management Group, LLC

INCREASED

Shares109,880 from 108,380

Change+1,500 (+1%)

Value$1.0M (-$205.1K)

Filed 2026-11-06

Whipplewood Advisors, LLC

INCREASED

Shares97,455 from 93,479

Change+3,976 (+4%)

Value$900.5K (-$152.1K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

INCREASED

Shares67,432 from 67,297

Change+135 (+0%)

Value$623.1K (-$134.7K)

Filed 2026-11-02

Meadowbrook Wealth Management, LLC

INCREASED

Shares49,947 from 44,806

Change+5,141 (+11%)

Value$461.5K (-$40.8K)

Filed 2026-10-08

Capital Investment Advisors, LLC

DECREASED

Shares47,121 from 49,477

Change-2,356 (-5%)

Value$435.4K (-$121.7K)

Filed 2026-10-22

InTrack Investment Management Inc

DECREASED

Shares47,007 from 54,399

Change-7,392 (-14%)

Value$434.3K (-$178.2K)

Filed 2026-10-15

StoneX Group Inc.

INCREASED

Shares34,757 from 32,650

Change+2,107 (+6%)

Value$321.2K (-$46.5K)

Filed 2026-11-03

HighTower Advisors, LLC

DECREASED

Shares34,468 from 37,364

Change-2,896 (-8%)

Value$318.5K (-$102.2K)

Filed 2026-11-10

Truist Financial Corp

DECREASED

Shares28,175 from 29,675

Change-1,500 (-5%)

Value$260.3K (-$73.8K)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares26,800 from 26,800

Change0 (0%)

Value$247.6K (-$54.1K)

Filed 2026-11-03

Chicago Partners Investment Group LLC

INCREASED

Shares20,635 from 20,504

Change+131 (+1%)

Value$200.2K (-$19.4K)

Filed 2026-10-27

Fiera Capital Corp

DECREASED

Shares19,546 from 147,021

Change-127,475 (-87%)

Value$180.6K (-$1.5M)

Filed 2026-11-06

D.A. Davidson & Co.

UNCHANGED

Shares17,051 from 17,051

Change0 (0%)

Value$157.6K (-$34.4K)

Filed 2026-10-28

Twelve Points Wealth Management LLC

UNCHANGED

Shares15,906 from 15,906

Change0 (0%)

Value$158.9K (-$20.2K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

UNCHANGED

Shares15,666 from 15,666

Change0 (0%)

Value$144.8K (-$31.6K)

Filed 2026-10-16

180 Wealth Advisors, LLC

UNCHANGED

Shares15,566 from 15,566

Change0 (0%)

Value$143.8K (-$31.4K)

Filed 2026-11-03

Livelsberger Financial Advisory

NEW

Shares15,224

Change+15,224

Value$140.7K

Filed 2026-10-28

Coquina Private Wealth LLC

INCREASED

Shares13,830 from 13,629

Change+201 (+1%)

Value$127.8K (-$25.7K)

Filed 2026-10-27

Compass Financial Group, Inc

UNCHANGED

Shares13,630 from 13,630

Change0 (0%)

Value$125.9K (-$27.5K)

Filed 2026-10-13

BAR Harbor Wealth Management

UNCHANGED

Shares13,413 from 13,413

Change0 (0%)

Value$123.9K (-$27.1K)

Filed 2026-10-21

Belpointe Asset Management LLC

UNCHANGED

Shares12,433 from 12,433

Change0 (0%)

Value$114.9K (-$25.1K)

Filed 2026-11-09

Midwest Trust Co

NEW

Shares10,937

Change+10,937

Value$101.1K

Filed 2026-10-22

Simon Quick Advisors, LLC

UNCHANGED

Shares10,771 from 10,771

Change0 (0%)

Value$99.5K (-$21.8K)

Filed 2026-10-26

Gridiron Partners, LLC

UNCHANGED

Shares10,324 from 10,324

Change0 (0%)

Value$95.4K (-$20.9K)

Filed 2026-10-08

Westview Management dba Westview Investment Advisors

DECREASED

Shares10,024 from 13,624

Change-3,600 (-26%)

Value$92.6K (-$60.8K)

Filed 2026-11-09

Abel Hall, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$92.4K (-$20.2K)

Filed 2026-10-19

Farther Finance Advisors, LLC

INCREASED

Shares5,883 from 5,874

Change+9 (+0%)

Value$54.4K (-$11.8K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

UNCHANGED

Shares4,470 from 4,470

Change0 (0%)

Value$41.3K (-$9.0K)

Filed 2026-11-06

Citizens National Bank Trust Department

UNCHANGED

Shares4,450 from 4,450

Change0 (0%)

Value$41.1K (-$9.0K)

Filed 2026-11-04

IFG Advisory, LLC

UNCHANGED

Shares4,300 from 4,300

Change0 (0%)

Value$39.7K (-$8.7K)

Filed 2026-11-09

Fifth Third Bancorp

UNCHANGED

Shares3,347 from 3,347

Change0 (0%)

Value$30.9K (-$6.8K)

Filed 2026-11-05

Cassaday & Co Wealth Management LLC

NEW

Shares2,505

Change+2,505

Value$23.1K

Filed 2026-10-27

Wolverine Asset Management LLC

NEW

Shares2,348

Change+2,348

Value$21.7K

Filed 2026-11-02

Ascentis Wealth Management, LLC

DECREASED

Shares1,461 from 1,672

Change-211 (-13%)

Value$13.5K (-$5.3K)

Filed 2026-11-03

Latitude Advisors, LLC

NEW

Shares823

Change+823

Value$7.6K

Filed 2026-10-27

Assetmark, Inc

UNCHANGED

Shares814 from 814

Change0 (0%)

Value$7.5K (-$1.6K)

Filed 2026-10-21

Bank of New Hampshire

NEW

Shares700

Change+700

Value$6.5K

Filed 2026-10-06

Harbour Investments, Inc.

DECREASED

Shares421 from 15,827

Change-15,406 (-97%)

Value$3.9K (-$174.3K)

Filed 2026-11-09

Highline Wealth Partners LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$2.8K (-$606)

Filed 2026-10-19

Darwin Wealth Management, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$1.8K (-$404)

Filed 2026-11-09

Tidemark, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$120 (-$26)

Filed 2026-11-09

Elyxium Wealth, LLC

NEW

Shares2

Change+2

Value$21

Filed 2026-10-27

Grimes & Co Wealth Management, LLC

CLOSED

Shares0 from 15,863

Change-15,863 (-100%)

Value$0 (-$178.6K)

Filed 2026-10-29

SAX Wealth Advisors, LLC

CLOSED

Shares0 from 13,481

Change-13,481 (-100%)

Value$0 (-$140.3K)

Filed 2026-10-13

Noble Wealth Management PBC

CLOSED

Shares0 from 5,820

Change-5,820 (-100%)

Value$0 (-$65.5K)

Filed 2026-10-01

Cornerstone Planning Group LLC

CLOSED

Shares0 from 2,700

Change-2,700 (-100%)

Value$0 (-$29.2K)

Filed 2026-10-16

Midway Capital Research & Management

CLOSED

Shares0 from 2,400

Change-2,400 (-100%)

Value$0 (-$27.0K)

Filed 2026-10-20

Morgan Stanley

N/A

Shares— from 1,200,516

Change-1,200,516 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 866,623

Change-866,623 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 749,682

Change-749,682 (-100%)

Value—

UBS Group AG

N/A

Shares— from 393,788

Change-393,788 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 335,253

Change-335,253 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 310,720

Change-310,720 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 257,911

Change-257,911 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 246,352

Change-246,352 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 169,715

Change-169,715 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 162,648

Change-162,648 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 127,002

Change-127,002 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 112,477

Change-112,477 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 103,446

Change-103,446 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 85,462

Change-85,462 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 68,582

Change-68,582 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 63,472

Change-63,472 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 55,297

Change-55,297 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 45,969

Change-45,969 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 43,614

Change-43,614 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 36,763

Change-36,763 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 35,429

Change-35,429 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 29,151

Change-29,151 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 27,000

Change-27,000 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 24,072

Change-24,072 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,176

Change-16,176 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 14,861

Change-14,861 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 14,675

Change-14,675 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 14,123

Change-14,123 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 13,834

Change-13,834 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 13,106

Change-13,106 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 13,088

Change-13,088 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 13,045

Change-13,045 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

&partners

N/A

Shares— from 12,126

Change-12,126 (-100%)

Value—

Kapstone Financial Advisors LLC

N/A

Shares— from 10,390

Change-10,390 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,770

Change-8,770 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 4,980

Change-4,980 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 1,811

Change-1,811 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,675

Change-1,675 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 154

Change-154 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	928,478	935,778	-7,300	-1%	$10.5M	$8.6M	-$2.0M	2026-10-13
Melfa Wealth Management, Inc.	DECREASED	325,891	354,956	-29,065	-8%	$4.0M	$3.0M	-$985.6K	2026-11-06
LPL Financial LLC	DECREASED	268,410	289,311	-20,901	-7%	$3.3M	$2.5M	-$777.5K	2026-11-06
Welch & Forbes LLC	UNCHANGED	205,784	205,784	0	0%	$2.3M	$1.9M	-$415.7K	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	147,128	139,420	+7,708	+6%	$1.6M	$1.4M	-$211.0K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	116,152	117,386	-1,234	-1%	$1.3M	$1.1M	-$248.5K	2026-11-02
Wakefield Asset Management Lllp	INCREASED	110,103	88,139	+21,964	+25%	$992.4K	$1.0M	+$24.9K	2026-11-05
ProVise Management Group, LLC	INCREASED	109,880	108,380	+1,500	+1%	$1.2M	$1.0M	-$205.1K	2026-11-06
Whipplewood Advisors, LLC	INCREASED	97,455	93,479	+3,976	+4%	$1.1M	$900.5K	-$152.1K	2026-10-20
Commonwealth Equity Services, LLC	INCREASED	67,432	67,297	+135	+0%	$757.8K	$623.1K	-$134.7K	2026-11-02
Meadowbrook Wealth Management, LLC	INCREASED	49,947	44,806	+5,141	+11%	$502.3K	$461.5K	-$40.8K	2026-10-08
Capital Investment Advisors, LLC	DECREASED	47,121	49,477	-2,356	-5%	$557.1K	$435.4K	-$121.7K	2026-10-22
InTrack Investment Management Inc	DECREASED	47,007	54,399	-7,392	-14%	$612.5K	$434.3K	-$178.2K	2026-10-15
StoneX Group Inc.	INCREASED	34,757	32,650	+2,107	+6%	$367.6K	$321.2K	-$46.5K	2026-11-03
HighTower Advisors, LLC	DECREASED	34,468	37,364	-2,896	-8%	$420.7K	$318.5K	-$102.2K	2026-11-10
Truist Financial Corp	DECREASED	28,175	29,675	-1,500	-5%	$334.1K	$260.3K	-$73.8K	2026-10-30
Ashton Thomas Private Wealth, LLC	UNCHANGED	26,800	26,800	0	0%	$301.8K	$247.6K	-$54.1K	2026-11-03
Chicago Partners Investment Group LLC	INCREASED	20,635	20,504	+131	+1%	$219.6K	$200.2K	-$19.4K	2026-10-27
Fiera Capital Corp	DECREASED	19,546	147,021	-127,475	-87%	$1.7M	$180.6K	-$1.5M	2026-11-06
D.A. Davidson & Co.	UNCHANGED	17,051	17,051	0	0%	$192.0K	$157.6K	-$34.4K	2026-10-28
Twelve Points Wealth Management LLC	UNCHANGED	15,906	15,906	0	0%	$179.1K	$158.9K	-$20.2K	2026-11-03
Concurrent Investment Advisors, LLC	UNCHANGED	15,666	15,666	0	0%	$176.4K	$144.8K	-$31.6K	2026-10-16
180 Wealth Advisors, LLC	UNCHANGED	15,566	15,566	0	0%	$175.3K	$143.8K	-$31.4K	2026-11-03
Livelsberger Financial Advisory	NEW	15,224	—	+15,224	—	—	$140.7K	—	2026-10-28
Coquina Private Wealth LLC	INCREASED	13,830	13,629	+201	+1%	$153.5K	$127.8K	-$25.7K	2026-10-27
Compass Financial Group, Inc	UNCHANGED	13,630	13,630	0	0%	$153.5K	$125.9K	-$27.5K	2026-10-13
BAR Harbor Wealth Management	UNCHANGED	13,413	13,413	0	0%	$151.0K	$123.9K	-$27.1K	2026-10-21
Belpointe Asset Management LLC	UNCHANGED	12,433	12,433	0	0%	$140.0K	$114.9K	-$25.1K	2026-11-09
Midwest Trust Co	NEW	10,937	—	+10,937	—	—	$101.1K	—	2026-10-22
Simon Quick Advisors, LLC	UNCHANGED	10,771	10,771	0	0%	$121.3K	$99.5K	-$21.8K	2026-10-26
Gridiron Partners, LLC	UNCHANGED	10,324	10,324	0	0%	$116.2K	$95.4K	-$20.9K	2026-10-08
Westview Management dba Westview Investment Advisors	DECREASED	10,024	13,624	-3,600	-26%	$153.4K	$92.6K	-$60.8K	2026-11-09
Abel Hall, LLC	UNCHANGED	10,000	10,000	0	0%	$112.6K	$92.4K	-$20.2K	2026-10-19
Farther Finance Advisors, LLC	INCREASED	5,883	5,874	+9	+0%	$66.1K	$54.4K	-$11.8K	2026-10-08
PNC Financial Services Group, Inc.	UNCHANGED	4,470	4,470	0	0%	$50.3K	$41.3K	-$9.0K	2026-11-06
Citizens National Bank Trust Department	UNCHANGED	4,450	4,450	0	0%	$50.1K	$41.1K	-$9.0K	2026-11-04
IFG Advisory, LLC	UNCHANGED	4,300	4,300	0	0%	$48.4K	$39.7K	-$8.7K	2026-11-09
Fifth Third Bancorp	UNCHANGED	3,347	3,347	0	0%	$37.7K	$30.9K	-$6.8K	2026-11-05
Cassaday & Co Wealth Management LLC	NEW	2,505	—	+2,505	—	—	$23.1K	—	2026-10-27
Wolverine Asset Management LLC	NEW	2,348	—	+2,348	—	—	$21.7K	—	2026-11-02
Ascentis Wealth Management, LLC	DECREASED	1,461	1,672	-211	-13%	$18.8K	$13.5K	-$5.3K	2026-11-03
Latitude Advisors, LLC	NEW	823	—	+823	—	—	$7.6K	—	2026-10-27
Assetmark, Inc	UNCHANGED	814	814	0	0%	$9.2K	$7.5K	-$1.6K	2026-10-21
Bank of New Hampshire	NEW	700	—	+700	—	—	$6.5K	—	2026-10-06
Harbour Investments, Inc.	DECREASED	421	15,827	-15,406	-97%	$178.2K	$3.9K	-$174.3K	2026-11-09
Highline Wealth Partners LLC	UNCHANGED	300	300	0	0%	$3.4K	$2.8K	-$606	2026-10-19
Darwin Wealth Management, LLC	UNCHANGED	200	200	0	0%	$2.3K	$1.8K	-$404	2026-11-09
Tidemark, LLC	UNCHANGED	13	13	0	0%	$146	$120	-$26	2026-11-09
Elyxium Wealth, LLC	NEW	2	—	+2	—	—	$21	—	2026-10-27
Grimes & Co Wealth Management, LLC	CLOSED	0	15,863	-15,863	-100%	$178.6K	$0	-$178.6K	2026-10-29
SAX Wealth Advisors, LLC	CLOSED	0	13,481	-13,481	-100%	$140.3K	$0	-$140.3K	2026-10-13
Noble Wealth Management PBC	CLOSED	0	5,820	-5,820	-100%	$65.5K	$0	-$65.5K	2026-10-01
Cornerstone Planning Group LLC	CLOSED	0	2,700	-2,700	-100%	$29.2K	$0	-$29.2K	2026-10-16
Midway Capital Research & Management	CLOSED	0	2,400	-2,400	-100%	$27.0K	$0	-$27.0K	2026-10-20
Morgan Stanley	N/A	—	1,200,516	-1,200,516	-100%	$13.5M	—	—	—
Raymond James Financial Inc	N/A	—	866,623	-866,623	-100%	$9.8M	—	—	—
Guggenheim Capital LLC	N/A	—	749,682	-749,682	-100%	$8.4M	—	—	—
UBS Group AG	N/A	—	393,788	-393,788	-100%	$4.4M	—	—	—
Wells Fargo & Company	N/A	—	335,253	-335,253	-100%	$3.8M	—	—	—
Bank of America Corp	N/A	—	310,720	-310,720	-100%	$3.5M	—	—	—
Van Eck Associates Corp	N/A	—	257,911	-257,911	-100%	$2.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	246,352	-246,352	-100%	$2.8M	—	—	—
Cetera Investment Advisers	N/A	—	169,715	-169,715	-100%	$1.9M	—	—	—
BFC Planning, Inc.	N/A	—	162,648	-162,648	-100%	$1.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	127,002	-127,002	-100%	$1.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	112,477	-112,477	-100%	$1.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	103,446	-103,446	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	85,462	-85,462	-100%	$962.0K	—	—	—
Stifel Financial Corp	N/A	—	68,582	-68,582	-100%	$772.2K	—	—	—
Summit Trail Advisors, LLC	N/A	—	63,472	-63,472	-100%	$714.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	55,297	-55,297	-100%	$622.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	45,969	-45,969	-100%	$517.6K	—	—	—
Baird Financial Group, Inc.	N/A	—	43,614	-43,614	-100%	$491.1K	—	—	—
World Investment Advisors	N/A	—	36,763	-36,763	-100%	$382.7K	—	—	—
Focus Partners Wealth	N/A	—	35,429	-35,429	-100%	$398.9K	—	—	—
Cary Street Partners Financial LLC	N/A	—	29,151	-29,151	-100%	$328.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	27,000	-27,000	-100%	$304.0K	—	—	—
Rothschild Investment LLC	N/A	—	25,000	-25,000	-100%	$281.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	24,072	-24,072	-100%	$271.1K	—	—	—
one8zero8, LLC	N/A	—	18,000	-18,000	-100%	$202.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	16,176	-16,176	-100%	$182.1K	—	—	—
Ethos Financial Group, LLC	N/A	—	14,861	-14,861	-100%	$155.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	14,675	-14,675	-100%	$165.2K	—	—	—
Jane Street Group, LLC	N/A	—	14,123	-14,123	-100%	$159.0K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	13,834	-13,834	-100%	$155.8K	—	—	—
Mariner, LLC	N/A	—	13,106	-13,106	-100%	$147.6K	—	—	—
Mutual Advisors, LLC	N/A	—	13,088	-13,088	-100%	$147.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	13,045	-13,045	-100%	$146.9K	—	—	—
Shufro Rose & Co LLC	N/A	—	12,500	-12,500	-100%	$140.8K	—	—	—
&partners	N/A	—	12,126	-12,126	-100%	$136.5K	—	—	—
Kapstone Financial Advisors LLC	N/A	—	10,390	-10,390	-100%	$117.0K	—	—	—
Arax Advisory Partners	N/A	—	8,770	-8,770	-100%	$98.8K	—	—	—
Hollencrest Capital Management	N/A	—	4,980	-4,980	-100%	$56.1K	—	—	—
Ancora Advisors LLCA	N/A	—	1,811	-1,811	-100%	$20.4K	—	—	—
National Bank of Canada	N/A	—	1,675	-1,675	-100%	$18.8K	—	—	—
IMA Advisory Services, Inc.	N/A	—	154	-154	-100%	$1.7K	—	—	—

Showing 96 of 96 institutions