Eaton Vance SR Fltg Rate TR (XEFRX)

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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Marble Harbor Investment Counsel, LLC

INCREASED

Shares854,267 from 326,275

Change+527,992 (+162%)

Value$8.9M (+$5.4M)

Filed 2026-11-06

Gridiron Partners, LLC

INCREASED

Shares453,696 from 433,896

Change+19,800 (+5%)

Value$4.7M (+$119.1K)

Filed 2026-10-08

White Pine Capital LLC

DECREASED

Shares174,857 from 191,126

Change-16,269 (-9%)

Value$1.8M (-$207.4K)

Filed 2026-11-09

LPL Financial LLC

DECREASED

Shares164,653 from 175,008

Change-10,355 (-6%)

Value$1.7M (-$142.7K)

Filed 2026-11-06

Verity Asset Management, Inc.

INCREASED

Shares152,052 from 144,928

Change+7,124 (+5%)

Value$1.6M (+$45.1K)

Filed 2026-10-30

Park Avenue Securities LLC

INCREASED

Shares108,602 from 100,827

Change+7,775 (+8%)

Value$1.1K (-$1.1M)

Filed 2026-10-26

Collar Capital Management, LLC

DECREASED

Shares103,820 from 105,620

Change-1,800 (-2%)

Value$1.1M (-$39.8K)

Filed 2026-10-28

Matisse Capital

UNCHANGED

Shares100,012 from 100,012

Change0 (0%)

Value$1.0M (-$20.0K)

Filed 2026-10-29

Hourglass Capital, LLC

UNCHANGED

Shares96,500 from 96,500

Change0 (0%)

Value$1.0M (-$19.3K)

Filed 2026-10-26

Altman Advisors, Inc.

DECREASED

Shares46,208 from 52,675

Change-6,467 (-12%)

Value$480.6K (+$38.3K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares45,536 from 46,251

Change-715 (-2%)

Value$474 (-$489.5K)

Filed 2026-11-02

Capital Investment Advisors, LLC

DECREASED

Shares45,264 from 46,568

Change-1,304 (-3%)

Value$470.7K (-$22.9K)

Filed 2026-10-22

Oppenheimer & Co Inc

INCREASED

Shares41,039 from 40,963

Change+76 (+0%)

Value$426.8K (-$7.4K)

Filed 2026-10-26

Simon Quick Advisors, LLC

DECREASED

Shares38,239 from 39,094

Change-855 (-2%)

Value$397.7K (-$16.7K)

Filed 2026-10-26

Garner Asset Management Corp

DECREASED

Shares31,801 from 54,709

Change-22,908 (-42%)

Value$319.6K (-$260.3K)

Filed 2026-10-30

Closed-End Fund Advisors, Inc.

INCREASED

Shares28,380 from 26,980

Change+1,400 (+5%)

Value$295.2K (+$9.2K)

Filed 2026-11-04

Aegon USA Investment Management, LLC

UNCHANGED

Shares24,120 from 24,120

Change0 (0%)

Value$250.8K (-$4.8K)

Filed 2026-10-30

Fortitude Advisory Group L.L.C.

INCREASED

Shares21,765 from 19,879

Change+1,886 (+9%)

Value$226.4K (+$15.6K)

Filed 2026-10-15

Integrated Capital Management, Inc.

DECREASED

Shares20,460 from 22,810

Change-2,350 (-10%)

Value$212.8K (-$29.0K)

Filed 2026-10-09

Cardiff Park Advisors, LLC

INCREASED

Shares20,016 from 19,883

Change+133 (+1%)

Value$208.2K (-$2.6K)

Filed 2026-11-09

Fiduciary Alliance LLC

DECREASED

Shares17,845 from 21,645

Change-3,800 (-18%)

Value$185.6K (-$43.8K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

INCREASED

Shares15,354 from 15,346

Change+8 (+0%)

Value$159.7K (-$3.0K)

Filed 2026-10-16

Sigma Planning Corp

INCREASED

Shares14,482 from 14,441

Change+41 (+0%)

Value$150.6K (-$2.5K)

Filed 2026-10-23

Fifth Third Bancorp

UNCHANGED

Shares12,771 from 12,771

Change0 (0%)

Value$132.8K (-$2.6K)

Filed 2026-11-05

Tactive Advisors, LLC

NEW

Shares12,532

Change+12,532

Value$130.3K

Filed 2026-10-08

Aviance Capital Partners, LLC

UNCHANGED

Shares10,937 from 10,937

Change0 (0%)

Value$113.7K (-$2.2K)

Filed 2026-10-29

Melfa Wealth Management, Inc.

UNCHANGED

Shares10,274 from 10,274

Change0 (0%)

Value$106.9K (-$2.1K)

Filed 2026-11-06

Advisory Solutions Group, LLC

NEW

Shares10,156

Change+10,156

Value$105.6K

Filed 2026-10-14

Montag A & Associates Inc

UNCHANGED

Shares4,929 from 4,929

Change0 (0%)

Value$51.3K (-$986)

Filed 2026-10-29

Blue Bell Private Wealth Management, LLC

INCREASED

Shares3,470 from 2,099

Change+1,371 (+65%)

Value$36.1K (+$13.8K)

Filed 2026-10-29

CoreCap Advisors, LLC

INCREASED

Shares2,400 from 1,400

Change+1,000 (+71%)

Value$25.0K (+$10.1K)

Filed 2026-10-08

Salomon & Ludwin, LLC

UNCHANGED

Shares1,600 from 1,600

Change0 (0%)

Value$16.6K (-$256)

Filed 2026-10-29

US Bancorp \de\

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$15.6K (-$300)

Filed 2026-11-05

Barrett & Company, Inc.

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$13.5K (-$260)

Filed 2026-10-22

Lanark Financial, Inc.

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$3.9K (-$75)

Filed 2026-10-26

Harbour Investments, Inc.

UNCHANGED

Shares232 from 232

Change0 (0%)

Value$2.4K (-$46)

Filed 2026-11-09

Highline Wealth Partners LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.1K (-$40)

Filed 2026-10-19

Larson Financial Group LLC

INCREASED

Shares96 from 94

Change+2 (+2%)

Value$995 ($0)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares19 from 965

Change-946 (-98%)

Value$198 (-$10.0K)

Filed 2026-10-08

Wolverine Asset Management LLC

CLOSED

Shares0 from 290,847

Change-290,847 (-100%)

Value$0 (-$3.1M)

Filed 2026-11-02

Calamos Advisors LLC

CLOSED

Shares0 from 50,010

Change-50,010 (-100%)

Value$0 (-$530.1K)

Filed 2026-11-02

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 34,126

Change-34,126 (-100%)

Value$0 (-$361.7K)

Filed 2026-10-13

Prospera Financial Services Inc

CLOSED

Shares0 from 16,450

Change-16,450 (-100%)

Value$0 (-$174.4K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 13,668

Change-13,668 (-100%)

Value$0 (-$145.3K)

Filed 2026-10-13

Assetmark, Inc

CLOSED

Shares0 from 64

Change-64 (-100%)

Value$0 (-$678)

Filed 2026-10-21

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$636)

Filed 2026-11-03

1607 Capital Partners, LLC

N/A

Shares— from 1,779,236

Change-1,779,236 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 631,630

Change-631,630 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 593,268

Change-593,268 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 569,237

Change-569,237 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 567,622

Change-567,622 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 544,453

Change-544,453 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 479,834

Change-479,834 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 468,927

Change-468,927 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 468,678

Change-468,678 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 445,785

Change-445,785 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 439,149

Change-439,149 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 389,253

Change-389,253 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 352,902

Change-352,902 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 309,856

Change-309,856 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 239,791

Change-239,791 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 220,390

Change-220,390 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 202,768

Change-202,768 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 193,316

Change-193,316 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 164,734

Change-164,734 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 151,159

Change-151,159 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 146,905

Change-146,905 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 132,565

Change-132,565 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 81,752

Change-81,752 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 54,393

Change-54,393 (-100%)

Value—

UBS Group AG

N/A

Shares— from 42,009

Change-42,009 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 39,007

Change-39,007 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 32,050

Change-32,050 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 30,797

Change-30,797 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 25,700

Change-25,700 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 25,383

Change-25,383 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 24,303

Change-24,303 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 21,331

Change-21,331 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 20,001

Change-20,001 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 18,963

Change-18,963 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 18,169

Change-18,169 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 17,329

Change-17,329 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 17,285

Change-17,285 (-100%)

Value—

Fund Advisors of America Inc

N/A

Shares— from 15,243

Change-15,243 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 14,377

Change-14,377 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 14,375

Change-14,375 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 14,235

Change-14,235 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 13,407

Change-13,407 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,521

Change-12,521 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 10,702

Change-10,702 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,668

Change-10,668 (-100%)

Value—

Sandy Cove Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,798

Change-1,798 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,186

Change-1,186 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 236

Change-236 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 225

Change-225 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 12

Change-12 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 0

Change0

Value—

	Status
Marble Harbor Investment Counsel, LLC	INCREASED	854,267	326,275	+527,992	+162%	$3.5M	$8.9M	+$5.4M	2026-11-06
Gridiron Partners, LLC	INCREASED	453,696	433,896	+19,800	+5%	$4.6M	$4.7M	+$119.1K	2026-10-08
White Pine Capital LLC	DECREASED	174,857	191,126	-16,269	-9%	$2.0M	$1.8M	-$207.4K	2026-11-09
LPL Financial LLC	DECREASED	164,653	175,008	-10,355	-6%	$1.9M	$1.7M	-$142.7K	2026-11-06
Verity Asset Management, Inc.	INCREASED	152,052	144,928	+7,124	+5%	$1.5M	$1.6M	+$45.1K	2026-10-30
Park Avenue Securities LLC	INCREASED	108,602	100,827	+7,775	+8%	$1.1M	$1.1K	-$1.1M	2026-10-26
Collar Capital Management, LLC	DECREASED	103,820	105,620	-1,800	-2%	$1.1M	$1.1M	-$39.8K	2026-10-28
Matisse Capital	UNCHANGED	100,012	100,012	0	0%	$1.1M	$1.0M	-$20.0K	2026-10-29
Hourglass Capital, LLC	UNCHANGED	96,500	96,500	0	0%	$1.0M	$1.0M	-$19.3K	2026-10-26
Altman Advisors, Inc.	DECREASED	46,208	52,675	-6,467	-12%	$442.3K	$480.6K	+$38.3K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	45,536	46,251	-715	-2%	$490.0K	$474	-$489.5K	2026-11-02
Capital Investment Advisors, LLC	DECREASED	45,264	46,568	-1,304	-3%	$493.6K	$470.7K	-$22.9K	2026-10-22
Oppenheimer & Co Inc	INCREASED	41,039	40,963	+76	+0%	$434.2K	$426.8K	-$7.4K	2026-10-26
Simon Quick Advisors, LLC	DECREASED	38,239	39,094	-855	-2%	$414.4K	$397.7K	-$16.7K	2026-10-26
Garner Asset Management Corp	DECREASED	31,801	54,709	-22,908	-42%	$579.9K	$319.6K	-$260.3K	2026-10-30
Closed-End Fund Advisors, Inc.	INCREASED	28,380	26,980	+1,400	+5%	$286.0K	$295.2K	+$9.2K	2026-11-04
Aegon USA Investment Management, LLC	UNCHANGED	24,120	24,120	0	0%	$255.7K	$250.8K	-$4.8K	2026-10-30
Fortitude Advisory Group L.L.C.	INCREASED	21,765	19,879	+1,886	+9%	$210.7K	$226.4K	+$15.6K	2026-10-15
Integrated Capital Management, Inc.	DECREASED	20,460	22,810	-2,350	-10%	$241.8K	$212.8K	-$29.0K	2026-10-09
Cardiff Park Advisors, LLC	INCREASED	20,016	19,883	+133	+1%	$210.8K	$208.2K	-$2.6K	2026-11-09
Fiduciary Alliance LLC	DECREASED	17,845	21,645	-3,800	-18%	$229.4K	$185.6K	-$43.8K	2026-10-13
Concurrent Investment Advisors, LLC	INCREASED	15,354	15,346	+8	+0%	$162.7K	$159.7K	-$3.0K	2026-10-16
Sigma Planning Corp	INCREASED	14,482	14,441	+41	+0%	$153.1K	$150.6K	-$2.5K	2026-10-23
Fifth Third Bancorp	UNCHANGED	12,771	12,771	0	0%	$135.4K	$132.8K	-$2.6K	2026-11-05
Tactive Advisors, LLC	NEW	12,532	—	+12,532	—	—	$130.3K	—	2026-10-08
Aviance Capital Partners, LLC	UNCHANGED	10,937	10,937	0	0%	$115.9K	$113.7K	-$2.2K	2026-10-29
Melfa Wealth Management, Inc.	UNCHANGED	10,274	10,274	0	0%	$108.9K	$106.9K	-$2.1K	2026-11-06
Advisory Solutions Group, LLC	NEW	10,156	—	+10,156	—	—	$105.6K	—	2026-10-14
Montag A & Associates Inc	UNCHANGED	4,929	4,929	0	0%	$52.2K	$51.3K	-$986	2026-10-29
Blue Bell Private Wealth Management, LLC	INCREASED	3,470	2,099	+1,371	+65%	$22.2K	$36.1K	+$13.8K	2026-10-29
CoreCap Advisors, LLC	INCREASED	2,400	1,400	+1,000	+71%	$14.8K	$25.0K	+$10.1K	2026-10-08
Salomon & Ludwin, LLC	UNCHANGED	1,600	1,600	0	0%	$16.9K	$16.6K	-$256	2026-10-29
US Bancorp \de\	UNCHANGED	1,500	1,500	0	0%	$15.9K	$15.6K	-$300	2026-11-05
Barrett & Company, Inc.	UNCHANGED	1,300	1,300	0	0%	$13.8K	$13.5K	-$260	2026-10-22
Lanark Financial, Inc.	UNCHANGED	375	375	0	0%	$4.0K	$3.9K	-$75	2026-10-26
Harbour Investments, Inc.	UNCHANGED	232	232	0	0%	$2.5K	$2.4K	-$46	2026-11-09
Highline Wealth Partners LLC	UNCHANGED	200	200	0	0%	$2.1K	$2.1K	-$40	2026-10-19
Larson Financial Group LLC	INCREASED	96	94	+2	+2%	$995	$995	$0	2026-11-05
Farther Finance Advisors, LLC	DECREASED	19	965	-946	-98%	$10.2K	$198	-$10.0K	2026-10-08
Wolverine Asset Management LLC	CLOSED	0	290,847	-290,847	-100%	$3.1M	$0	-$3.1M	2026-11-02
Calamos Advisors LLC	CLOSED	0	50,010	-50,010	-100%	$530.1K	$0	-$530.1K	2026-11-02
Hennion & Walsh Asset Management, Inc.	CLOSED	0	34,126	-34,126	-100%	$361.7K	$0	-$361.7K	2026-10-13
Prospera Financial Services Inc	CLOSED	0	16,450	-16,450	-100%	$174.4K	$0	-$174.4K	2026-11-04
Wealth Enhancement Advisory Services, LLC	CLOSED	0	13,668	-13,668	-100%	$145.3K	$0	-$145.3K	2026-10-13
Assetmark, Inc	CLOSED	0	64	-64	-100%	$678	$0	-$678	2026-10-21
JFS Wealth Advisors, LLC	CLOSED	0	60	-60	-100%	$636	$0	-$636	2026-11-03
1607 Capital Partners, LLC	N/A	—	1,779,236	-1,779,236	-100%	$18.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	631,630	-631,630	-100%	$6.7M	—	—	—
Ameriprise Financial Inc	N/A	—	593,268	-593,268	-100%	$6.3M	—	—	—
Invesco Ltd.	N/A	—	569,237	-569,237	-100%	$6.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	567,622	-567,622	-100%	$6.0M	—	—	—
Saba Capital Management, L.P.A	N/A	—	544,453	-544,453	-100%	$5.8M	—	—	—
Loomis Sayles & Co L P	N/A	—	479,834	-479,834	-100%	$5.1M	—	—	—
Bank of America Corp	N/A	—	468,927	-468,927	-100%	$5.0M	—	—	—
Morgan Stanley	N/A	—	468,678	-468,678	-100%	$5.0M	—	—	—
Wells Fargo & Company	N/A	—	445,785	-445,785	-100%	$4.7M	—	—	—
Guggenheim Capital LLC	N/A	—	439,149	-439,149	-100%	$4.7M	—	—	—
Logan Stone Capital, LLC	N/A	—	389,253	-389,253	-100%	$4.1M	—	—	—
Cohen & Steers, Inc.	N/A	—	352,902	-352,902	-100%	$3.7M	—	—	—
Baird Financial Group, Inc.	N/A	—	309,856	-309,856	-100%	$3.3M	—	—	—
SIT Investment Associates Inc	N/A	—	239,791	-239,791	-100%	$2.5M	—	—	—
Balyasny Asset Management L.P.	N/A	—	220,390	-220,390	-100%	$2.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	202,768	-202,768	-100%	$2.1M	—	—	—
Ethos Financial Group, LLC	N/A	—	193,316	-193,316	-100%	$2.0M	—	—	—
Icon Advisers Inc	N/A	—	164,734	-164,734	-100%	$1.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	151,159	-151,159	-100%	$1.6M	—	—	—
Atlas Wealth LLC	N/A	—	146,905	-146,905	-100%	$1.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	132,565	-132,565	-100%	$1.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	81,752	-81,752	-100%	$866.6K	—	—	—
Almitas Capital LLC	N/A	—	54,393	-54,393	-100%	$576.6K	—	—	—
UBS Group AG	N/A	—	42,009	-42,009	-100%	$445.3K	—	—	—
Cetera Investment Advisers	N/A	—	39,007	-39,007	-100%	$413.5K	—	—	—
Raymond James Financial Inc	N/A	—	32,050	-32,050	-100%	$339.7K	—	—	—
RWA Wealth Partners, LLC	N/A	—	30,797	-30,797	-100%	$326.4K	—	—	—
Shufro Rose & Co LLC	N/A	—	25,700	-25,700	-100%	$272.4K	—	—	—
MAI Capital Management	N/A	—	25,383	-25,383	-100%	$269.1K	—	—	—
Wescap Management Group, Inc.	N/A	—	24,303	-24,303	-100%	$257.6K	—	—	—
XTX Topco Ltd	N/A	—	21,331	-21,331	-100%	$226.1K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	20,001	-20,001	-100%	$212.0K	—	—	—
Nomura Holdings Inc	N/A	—	20,000	-20,000	-100%	$212.0K	—	—	—
Royal Bank of Canada	N/A	—	18,963	-18,963	-100%	$201.0K	—	—	—
National Bank of Canada	N/A	—	18,169	-18,169	-100%	$191.7K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	17,329	-17,329	-100%	$183.7K	—	—	—
Private Advisor Group, LLC	N/A	—	17,285	-17,285	-100%	$183.2K	—	—	—
Fund Advisors of America Inc	N/A	—	15,243	-15,243	-100%	$161.6K	—	—	—
HighTower Advisors, LLC	N/A	—	14,377	-14,377	-100%	$152.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	14,375	-14,375	-100%	$152.4K	—	—	—
Focus Partners Wealth	N/A	—	14,235	-14,235	-100%	$150.9K	—	—	—
MML Investors Services, LLC	N/A	—	13,407	-13,407	-100%	$142.1K	—	—	—
HRT Financial LP	N/A	—	12,521	-12,521	-100%	$132.0K	—	—	—
Oxbow Advisors, LLC	N/A	—	11,500	-11,500	-100%	$121.9K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	10,702	-10,702	-100%	$113.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,668	-10,668	-100%	$113.1K	—	—	—
Sandy Cove Advisors, LLC	N/A	—	10,000	-10,000	-100%	$106.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,798	-1,798	-100%	$19.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,186	-1,186	-100%	$12.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	236	-236	-100%	$2.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	225	-225	-100%	$2.4K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	12	-12	-100%	$127	—	—	—
Allied Private Wealth LLC	N/A	—	10	-10	-100%	$106	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$11	—	—	—
JPMorgan Chase & Co	N/A	—	0	0	—	$5	—	—	—

Showing 102 of 102 institutions