Eaton Vance T/M Buy-Wrt Inc (ETB)

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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Shaker Financial Services, LLC

INCREASED

Shares447,139 from 437,829

Change+9,310 (+2%)

Value$6.9M (+$50.8K)

Filed 2026-10-14

LPL Financial LLC

DECREASED

Shares341,552 from 349,617

Change-8,065 (-2%)

Value$5.2M (-$197.0K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares208,124 from 207,858

Change+266 (+0%)

Value$3.2M (-$39.6K)

Filed 2026-11-02

Destiny Wealth Partners, LLC

NEW

Shares119,355

Change+119,355

Value$1.8M

Filed 2026-11-05

Sims Investment Management, LLC

UNCHANGED

Shares100,475 from 100,475

Change0 (0%)

Value$1.5M (-$21.1K)

Filed 2026-10-13

Meridian Wealth Management, LLC

INCREASED

Shares80,972 from 79,209

Change+1,763 (+2%)

Value$1.2M (+$10.4K)

Filed 2026-11-05

Park Avenue Securities LLC

INCREASED

Shares78,504 from 78,410

Change+94 (+0%)

Value$1.2M (-$15.0K)

Filed 2026-10-26

PMG Family Office LLC

DECREASED

Shares77,613 from 77,741

Change-128 (0%)

Value$1.2M (-$18.3K)

Filed 2026-10-19

Wolverine Asset Management LLC

INCREASED

Shares70,155 from 106

Change+70,049 (+66084%)

Value$1.1M (+$1.1M)

Filed 2026-11-02

Quartz Partners, LLC

INCREASED

Shares59,686 from 55,205

Change+4,481 (+8%)

Value$915.0K (+$57.1K)

Filed 2026-11-03

D.A. Davidson & Co.

UNCHANGED

Shares34,228 from 34,228

Change0 (0%)

Value$524.7K (-$7.2K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares33,734 from 26,636

Change+7,098 (+27%)

Value$517.0K (+$103.0K)

Filed 2026-11-02

Somerset Trust Co

UNCHANGED

Shares23,446 from 23,446

Change0 (0%)

Value$359.4K (-$4.9K)

Filed 2026-10-13

HighPoint Advisor Group LLC

INCREASED

Shares23,061 from 23,037

Change+24 (+0%)

Value$353.5K (-$4.5K)

Filed 2026-11-09

Fortitude Advisory Group L.L.C.

INCREASED

Shares21,785 from 19,241

Change+2,544 (+13%)

Value$334.0K (+$35.0K)

Filed 2026-10-15

Pekin Hardy Strauss, Inc.

NEW

Shares18,627

Change+18,627

Value$285.6K

Filed 2026-11-02

Creative Planning

DECREASED

Shares16,188 from 18,188

Change-2,000 (-11%)

Value$248.2K (-$34.5K)

Filed 2026-11-02

MGO One Seven LLC

INCREASED

Shares15,358 from 15,345

Change+13 (+0%)

Value$235.4K (-$3.0K)

Filed 2026-10-28

Fifth Third Bancorp

UNCHANGED

Shares14,866 from 14,866

Change0 (0%)

Value$227.9K (-$3.1K)

Filed 2026-11-05

Jacobi Capital Management LLC

INCREASED

Shares14,809 from 14,566

Change+243 (+2%)

Value$227.0K (+$667)

Filed 2026-11-05

Kestra Private Wealth Services, LLC

DECREASED

Shares13,479 from 13,524

Change-45 (0%)

Value$206.6K (-$3.5K)

Filed 2026-11-06

Integrated Capital Management, Inc.

DECREASED

Shares12,521 from 13,151

Change-630 (-5%)

Value$191.9K (-$12.4K)

Filed 2026-10-09

Burford Brothers, Inc.

UNCHANGED

Shares12,500 from 12,500

Change0 (0%)

Value$191.6K (-$2.6K)

Filed 2026-10-21

King Wealth Management Group

INCREASED

Shares12,010 from 11,981

Change+29 (+0%)

Value$184.0K (-$2.0K)

Filed 2026-11-09

Intrua Financial, LLC

INCREASED

Shares11,721 from 11,626

Change+95 (+1%)

Value$179.7K (-$998)

Filed 2026-10-28

Parallel Advisors, LLC

INCREASED

Shares11,710 from 11,542

Change+168 (+1%)

Value$179.5K (+$144)

Filed 2026-11-03

Rossby Financial, LCC

NEW

Shares11,451

Change+11,451

Value$175.5K

Filed 2026-11-05

Sage Rhino Capital LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$153.3K (-$2.1K)

Filed 2026-10-28

CoreCap Advisors, LLC

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$122.6K (-$1.7K)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares5,981 from 5,981

Change0 (0%)

Value$92.9K ($0)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares5,197 from 5,162

Change+35 (+1%)

Value$79.7K (-$547)

Filed 2026-10-16

Creative Capital Management Investments LLC

UNCHANGED

Shares3,556 from 3,556

Change0 (0%)

Value$54.5K (-$747)

Filed 2026-10-28

Horizon Financial Services, LLC

UNCHANGED

Shares3,100 from 3,100

Change0 (0%)

Value$47.5K (-$651)

Filed 2026-11-04

Harbour Investments, Inc.

UNCHANGED

Shares2,513 from 2,513

Change0 (0%)

Value$38.5K (-$528)

Filed 2026-11-09

Princeton Global Asset Management LLC

DECREASED

Shares2,225 from 2,710

Change-485 (-18%)

Value$34.1K (-$8.0K)

Filed 2026-10-21

Farther Finance Advisors, LLC

UNCHANGED

Shares2,210 from 2,210

Change0 (0%)

Value$33.9K (-$464)

Filed 2026-10-08

PNC Financial Services Group, Inc.

INCREASED

Shares1,604 from 1,572

Change+32 (+2%)

Value$24.6K (+$169)

Filed 2026-11-06

Arlington Trust Co LLC

UNCHANGED

Shares1,239 from 1,239

Change0 (0%)

Value$19.0K (-$260)

Filed 2026-10-20

Cape Investment Advisory, Inc.

UNCHANGED

Shares1,054 from 1,054

Change0 (0%)

Value$16.2K (-$221)

Filed 2026-10-13

Brown, Lisle Ings, Inc.

UNCHANGED

Shares954 from 954

Change0 (0%)

Value$14.6K (-$200)

Filed 2026-10-16

Hantz Financial Services, Inc.

DECREASED

Shares677 from 750

Change-73 (-10%)

Value$10 (-$2)

Filed 2026-11-09

Golden State Wealth Management, LLC

INCREASED

Shares671 from 660

Change+11 (+2%)

Value$10.3K (+$21)

Filed 2026-11-02

Private Trust Co NA

INCREASED

Shares632 from 619

Change+13 (+2%)

Value$9.7K (+$65)

Filed 2026-10-20

Rydar Equities, Inc.

NEW

Shares585

Change+585

Value$9.1K

Filed 2026-10-13

Highline Wealth Partners LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$3.1K (-$42)

Filed 2026-10-19

Quent Capital, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$15.5K)

Filed 2026-11-09

Axiom Investment Management LLC

CLOSED

Shares0 from 707

Change-707 (-100%)

Value$0 (-$11.0K)

Filed 2026-11-03

Guggenheim Capital LLC

N/A

Shares— from 825,240

Change-825,240 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 595,906

Change-595,906 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 515,687

Change-515,687 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 474,400

Change-474,400 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 443,529

Change-443,529 (-100%)

Value—

UBS Group AG

N/A

Shares— from 382,004

Change-382,004 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 296,868

Change-296,868 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 243,820

Change-243,820 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 207,499

Change-207,499 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 156,939

Change-156,939 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 126,134

Change-126,134 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 114,074

Change-114,074 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 70,963

Change-70,963 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 63,800

Change-63,800 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 52,807

Change-52,807 (-100%)

Value—

CFO4Life Group, LLC

N/A

Shares— from 47,086

Change-47,086 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 37,177

Change-37,177 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 31,907

Change-31,907 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 31,534

Change-31,534 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 28,150

Change-28,150 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 27,136

Change-27,136 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 24,650

Change-24,650 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 24,628

Change-24,628 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,174

Change-21,174 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 20,451

Change-20,451 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 18,839

Change-18,839 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 16,127

Change-16,127 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 15,960

Change-15,960 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 15,201

Change-15,201 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 14,896

Change-14,896 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 14,825

Change-14,825 (-100%)

Value—

Stonebridge Capital Advisors LLC

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 13,159

Change-13,159 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 13,150

Change-13,150 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 12,866

Change-12,866 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,824

Change-12,824 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,821

Change-12,821 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 12,650

Change-12,650 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 11,910

Change-11,910 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 11,727

Change-11,727 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,732

Change-10,732 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 9,095

Change-9,095 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 7,444

Change-7,444 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,974

Change-3,974 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,118

Change-2,118 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,750

Change-1,750 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 800

Change-800 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 540

Change-540 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 500

Change-500 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 231

Change-231 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 200

Change-200 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Shaker Financial Services, LLC	INCREASED	447,139	437,829	+9,310	+2%	$6.8M	$6.9M	+$50.8K	2026-10-14
LPL Financial LLC	DECREASED	341,552	349,617	-8,065	-2%	$5.4M	$5.2M	-$197.0K	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	208,124	207,858	+266	+0%	$3.2M	$3.2M	-$39.6K	2026-11-02
Destiny Wealth Partners, LLC	NEW	119,355	—	+119,355	—	—	$1.8M	—	2026-11-05
Sims Investment Management, LLC	UNCHANGED	100,475	100,475	0	0%	$1.6M	$1.5M	-$21.1K	2026-10-13
Meridian Wealth Management, LLC	INCREASED	80,972	79,209	+1,763	+2%	$1.2M	$1.2M	+$10.4K	2026-11-05
Park Avenue Securities LLC	INCREASED	78,504	78,410	+94	+0%	$1.2M	$1.2M	-$15.0K	2026-10-26
PMG Family Office LLC	DECREASED	77,613	77,741	-128	0%	$1.2M	$1.2M	-$18.3K	2026-10-19
Wolverine Asset Management LLC	INCREASED	70,155	106	+70,049	+66084%	$1.6K	$1.1M	+$1.1M	2026-11-02
Quartz Partners, LLC	INCREASED	59,686	55,205	+4,481	+8%	$857.9K	$915.0K	+$57.1K	2026-11-03
D.A. Davidson & Co.	UNCHANGED	34,228	34,228	0	0%	$531.9K	$524.7K	-$7.2K	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	33,734	26,636	+7,098	+27%	$414.0K	$517.0K	+$103.0K	2026-11-02
Somerset Trust Co	UNCHANGED	23,446	23,446	0	0%	$364.4K	$359.4K	-$4.9K	2026-10-13
HighPoint Advisor Group LLC	INCREASED	23,061	23,037	+24	+0%	$358.0K	$353.5K	-$4.5K	2026-11-09
Fortitude Advisory Group L.L.C.	INCREASED	21,785	19,241	+2,544	+13%	$299.0K	$334.0K	+$35.0K	2026-10-15
Pekin Hardy Strauss, Inc.	NEW	18,627	—	+18,627	—	—	$285.6K	—	2026-11-02
Creative Planning	DECREASED	16,188	18,188	-2,000	-11%	$282.6K	$248.2K	-$34.5K	2026-11-02
MGO One Seven LLC	INCREASED	15,358	15,345	+13	+0%	$238.5K	$235.4K	-$3.0K	2026-10-28
Fifth Third Bancorp	UNCHANGED	14,866	14,866	0	0%	$231.0K	$227.9K	-$3.1K	2026-11-05
Jacobi Capital Management LLC	INCREASED	14,809	14,566	+243	+2%	$226.4K	$227.0K	+$667	2026-11-05
Kestra Private Wealth Services, LLC	DECREASED	13,479	13,524	-45	0%	$210.2K	$206.6K	-$3.5K	2026-11-06
Integrated Capital Management, Inc.	DECREASED	12,521	13,151	-630	-5%	$204.4K	$191.9K	-$12.4K	2026-10-09
Burford Brothers, Inc.	UNCHANGED	12,500	12,500	0	0%	$194.3K	$191.6K	-$2.6K	2026-10-21
King Wealth Management Group	INCREASED	12,010	11,981	+29	+0%	$186.0K	$184.0K	-$2.0K	2026-11-09
Intrua Financial, LLC	INCREASED	11,721	11,626	+95	+1%	$180.7K	$179.7K	-$998	2026-10-28
Parallel Advisors, LLC	INCREASED	11,710	11,542	+168	+1%	$179.4K	$179.5K	+$144	2026-11-03
Rossby Financial, LCC	NEW	11,451	—	+11,451	—	—	$175.5K	—	2026-11-05
Sage Rhino Capital LLC	UNCHANGED	10,000	10,000	0	0%	$155.4K	$153.3K	-$2.1K	2026-10-28
CoreCap Advisors, LLC	UNCHANGED	8,000	8,000	0	0%	$124.3K	$122.6K	-$1.7K	2026-10-08
Allworth Financial LP	UNCHANGED	5,981	5,981	0	0%	$92.9K	$92.9K	$0	2026-11-06
IFP Advisors, Inc	INCREASED	5,197	5,162	+35	+1%	$80.2K	$79.7K	-$547	2026-10-16
Creative Capital Management Investments LLC	UNCHANGED	3,556	3,556	0	0%	$55.3K	$54.5K	-$747	2026-10-28
Horizon Financial Services, LLC	UNCHANGED	3,100	3,100	0	0%	$48.2K	$47.5K	-$651	2026-11-04
Harbour Investments, Inc.	UNCHANGED	2,513	2,513	0	0%	$39.1K	$38.5K	-$528	2026-11-09
Princeton Global Asset Management LLC	DECREASED	2,225	2,710	-485	-18%	$42.1K	$34.1K	-$8.0K	2026-10-21
Farther Finance Advisors, LLC	UNCHANGED	2,210	2,210	0	0%	$34.3K	$33.9K	-$464	2026-10-08
PNC Financial Services Group, Inc.	INCREASED	1,604	1,572	+32	+2%	$24.4K	$24.6K	+$169	2026-11-06
Arlington Trust Co LLC	UNCHANGED	1,239	1,239	0	0%	$19.3K	$19.0K	-$260	2026-10-20
Cape Investment Advisory, Inc.	UNCHANGED	1,054	1,054	0	0%	$16.4K	$16.2K	-$221	2026-10-13
Brown, Lisle Ings, Inc.	UNCHANGED	954	954	0	0%	$14.8K	$14.6K	-$200	2026-10-16
Hantz Financial Services, Inc.	DECREASED	677	750	-73	-10%	$12	$10	-$2	2026-11-09
Golden State Wealth Management, LLC	INCREASED	671	660	+11	+2%	$10.3K	$10.3K	+$21	2026-11-02
Private Trust Co NA	INCREASED	632	619	+13	+2%	$9.6K	$9.7K	+$65	2026-10-20
Rydar Equities, Inc.	NEW	585	—	+585	—	—	$9.1K	—	2026-10-13
Highline Wealth Partners LLC	UNCHANGED	200	200	0	0%	$3.1K	$3.1K	-$42	2026-10-19
Quent Capital, LLC	CLOSED	0	1,000	-1,000	-100%	$15.5K	$0	-$15.5K	2026-11-09
Axiom Investment Management LLC	CLOSED	0	707	-707	-100%	$11.0K	$0	-$11.0K	2026-11-03
Guggenheim Capital LLC	N/A	—	825,240	-825,240	-100%	$12.8M	—	—	—
1607 Capital Partners, LLC	N/A	—	595,906	-595,906	-100%	$9.3M	—	—	—
Morgan Stanley	N/A	—	515,687	-515,687	-100%	$8.0M	—	—	—
Bank of America Corp	N/A	—	474,400	-474,400	-100%	$7.4M	—	—	—
Invesco Ltd.	N/A	—	443,529	-443,529	-100%	$6.9M	—	—	—
UBS Group AG	N/A	—	382,004	-382,004	-100%	$5.9M	—	—	—
Cetera Investment Advisers	N/A	—	296,868	-296,868	-100%	$4.6M	—	—	—
Wells Fargo & Company	N/A	—	243,820	-243,820	-100%	$3.8M	—	—	—
Raymond James Financial Inc	N/A	—	207,499	-207,499	-100%	$3.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	156,939	-156,939	-100%	$2.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	126,134	-126,134	-100%	$2.0M	—	—	—
Ameriprise Financial Inc	N/A	—	114,074	-114,074	-100%	$1.8M	—	—	—
Cohen & Steers, Inc.	N/A	—	70,963	-70,963	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	63,800	-63,800	-100%	$991.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	52,807	-52,807	-100%	$821.0K	—	—	—
CFO4Life Group, LLC	N/A	—	47,086	-47,086	-100%	$731.7K	—	—	—
WCG Wealth Advisors LLC	N/A	—	37,177	-37,177	-100%	$577.7K	—	—	—
MML Investors Services, LLC	N/A	—	31,907	-31,907	-100%	$495.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	31,534	-31,534	-100%	$490.0K	—	—	—
Keystone Financial Group	N/A	—	28,150	-28,150	-100%	$437.5K	—	—	—
Two Sigma Investments, LP	N/A	—	27,136	-27,136	-100%	$421.7K	—	—	—
Tyche Wealth Partners LLC	N/A	—	24,650	-24,650	-100%	$383.1K	—	—	—
Citadel Advisors LLC	N/A	—	24,628	-24,628	-100%	$382.7K	—	—	—
Stifel Financial Corp	N/A	—	21,174	-21,174	-100%	$329.1K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	20,451	-20,451	-100%	$317.8K	—	—	—
HRT Financial LP	N/A	—	18,839	-18,839	-100%	$292.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	16,127	-16,127	-100%	$250.6K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	15,960	-15,960	-100%	$248.0K	—	—	—
Cerity Partners LLC	N/A	—	15,201	-15,201	-100%	$236.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	14,896	-14,896	-100%	$231.5K	—	—	—
Summit Financial, LLC	N/A	—	14,825	-14,825	-100%	$230.4K	—	—	—
Stonebridge Capital Advisors LLC	N/A	—	14,000	-14,000	-100%	$217.6K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	13,159	-13,159	-100%	$204.5K	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	13,150	-13,150	-100%	$204.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	12,866	-12,866	-100%	$199.9K	—	—	—
XTX Topco Ltd	N/A	—	12,824	-12,824	-100%	$199.3K	—	—	—
HighTower Advisors, LLC	N/A	—	12,821	-12,821	-100%	$199.2K	—	—	—
Essex Financial Services, Inc.	N/A	—	12,650	-12,650	-100%	$196.6K	—	—	—
Waverly Advisors, LLC	N/A	—	11,910	-11,910	-100%	$185.1K	—	—	—
Founders Financial Alliance, LLC	N/A	—	11,727	-11,727	-100%	$182.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,732	-10,732	-100%	$166.8K	—	—	—
Gould Capital, LLC	N/A	—	9,095	-9,095	-100%	$141.3K	—	—	—
Hollencrest Capital Management	N/A	—	7,444	-7,444	-100%	$115.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,974	-3,974	-100%	$61.8K	—	—	—
JPMorgan Chase & Co	N/A	—	2,400	-2,400	-100%	$36.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,118	-2,118	-100%	$32.9K	—	—	—
Arax Advisory Partners	N/A	—	1,750	-1,750	-100%	$27.2K	—	—	—
National Bank of Canada	N/A	—	800	-800	-100%	$12.3K	—	—	—
Continuum Advisory, LLC	N/A	—	540	-540	-100%	$8.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	500	-500	-100%	$7.8K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	231	-231	-100%	$3.6K	—	—	—
SHP Wealth Management	N/A	—	200	-200	-100%	$3.1K	—	—	—
Kilter Group LLC	N/A	—	1	-1	-100%	$15	—	—	—

Showing 100 of 100 institutions