Epsilon Energy LTD (EPSN)

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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Ballast Asset Management, LP

DECREASED

Shares782,322 from 806,322

Change-24,000 (-3%)

Value$4.5M (+$175.3K)

Filed 2026-11-04

Dimensional Fund Advisors LP

INCREASED

Shares754,645 from 743,139

Change+11,506 (+2%)

Value$4.4M (+$356.4K)

Filed 2026-11-04

Dalton Investments, Inc.

UNCHANGED

Shares250,000 from 250,000

Change0 (0%)

Value$1.5M (+$97.5K)

Filed 2026-11-04

International Assets Investment Management, LLC

INCREASED

Shares216,356 from 199,981

Change+16,375 (+8%)

Value$1.3M (+$180.1K)

Filed 2026-11-02

Verdence Capital Advisors LLC

INCREASED

Shares146,950 from 144,461

Change+2,489 (+2%)

Value$852.3K (+$70.8K)

Filed 2026-10-26

J.W. Cole Advisors, Inc.

INCREASED

Shares89,400 from 80,400

Change+9,000 (+11%)

Value$518.5K (+$83.6K)

Filed 2026-11-05

Bank of New York Mellon Corp

DECREASED

Shares47,935 from 49,971

Change-2,036 (-4%)

Value$278.0K (+$7.7K)

Filed 2026-11-05

Ritholtz Wealth Management

INCREASED

Shares47,864 from 28,974

Change+18,890 (+65%)

Value$277.6K (+$120.9K)

Filed 2026-11-05

Apollon Wealth Management, LLC

NEW

Shares10,251

Change+10,251

Value$59.5K

Filed 2026-10-23

TD Waterhouse Canada Inc.

UNCHANGED

Shares8,349 from 8,349

Change0 (0%)

Value$49.1K (+$3.5K)

Filed 2026-10-16

Gamma Investing LLC

INCREASED

Shares7,606 from 1,739

Change+5,867 (+337%)

Value$44.1K (+$34.7K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares7,033 from 9,505

Change-2,472 (-26%)

Value$40.8K (-$10.6K)

Filed 2026-11-04

State of Alaska, Department of Revenue

UNCHANGED

Shares3,396 from 3,396

Change0 (0%)

Value$19 (+$1)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares671 from 694

Change-23 (-3%)

Value$3.9K (+$134)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares667 from 717

Change-50 (-7%)

Value$3.9K (-$11)

Filed 2026-11-04

Mather Group, Llc.

NEW

Shares550

Change+550

Value$3.2K

Filed 2026-10-14

Essential Partners LLC

DECREASED

Shares474 from 538

Change-64 (-12%)

Value$2.7K (-$162)

Filed 2026-10-14

Sterling Capital Management LLC

INCREASED

Shares410 from 375

Change+35 (+9%)

Value$2.4K (+$349)

Filed 2026-10-22

IFP Advisors, Inc

DECREASED

Shares300 from 392

Change-92 (-23%)

Value$1.7K (-$381)

Filed 2026-10-16

Physician Wealth Advisors, Inc.

UNCHANGED

Shares96 from 96

Change0 (0%)

Value$557 (+$37)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares91

Change+91

Value$528

Filed 2026-10-21

SBI Securities Co., Ltd.

INCREASED

Shares83 from 73

Change+10 (+14%)

Value$481 (+$86)

Filed 2026-10-22

TD Private Client Wealth LLC

NEW

Shares61

Change+61

Value$354

Filed 2026-10-28

True Wealth Design, LLC

INCREASED

Shares37 from 31

Change+6 (+19%)

Value$215 (+$47)

Filed 2026-10-13

SJS Investment Consulting Inc.

INCREASED

Shares25 from 18

Change+7 (+39%)

Value$145 (+$47)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares22

Change+22

Value$128

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

INCREASED

Shares18 from 8

Change+10 (+125%)

Value$104 (+$61)

Filed 2026-10-29

Nisa Investment Advisors, LLC

INCREASED

Shares7 from 3

Change+4 (+133%)

Value$41 (+$25)

Filed 2026-10-20

Abel Hall, LLC

CLOSED

Shares0 from 40,927

Change-40,927 (-100%)

Value$0 (-$221.4K)

Filed 2026-10-19

Ethic Inc.

CLOSED

Shares0 from 11,068

Change-11,068 (-100%)

Value$0 (-$59.9K)

Filed 2026-11-03

Private Wealth Management Group, LLC

CLOSED

Shares0 from 393

Change-393 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-19

Cornerstone Planning Group LLC

CLOSED

Shares0 from 214

Change-214 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-16

RMG Wealth Management LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$594)

Filed 2026-10-26

Avion Wealth

CLOSED

Shares0 from 86

Change-86 (-100%)

Value$0 ($0)

Filed 2026-11-04

Fortitude Family Office, LLC

CLOSED

Shares0 from 37

Change-37 (-100%)

Value$0 (-$200)

Filed 2026-10-14

Solas Capital Management, LLC

N/A

Shares— from 3,470,761

Change-3,470,761 (-100%)

Value—

Yorktown Energy Partners XI, L.P.

N/A

Shares— from 2,869,560

Change-2,869,560 (-100%)

Value—

Yorktown Energy Partners X, L.P.

N/A

Shares— from 2,656,705

Change-2,656,705 (-100%)

Value—

Yorktown Energy Partners IX, L.P.

N/A

Shares— from 1,181,124

Change-1,181,124 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,014,064

Change-1,014,064 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 942,166

Change-942,166 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 576,513

Change-576,513 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 506,880

Change-506,880 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 504,191

Change-504,191 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 458,523

Change-458,523 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 419,749

Change-419,749 (-100%)

Value—

Clayton Partners LLC

N/A

Shares— from 367,953

Change-367,953 (-100%)

Value—

State Street Corp

N/A

Shares— from 338,430

Change-338,430 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 282,209

Change-282,209 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 241,587

Change-241,587 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 221,895

Change-221,895 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 219,969

Change-219,969 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 183,500

Change-183,500 (-100%)

Value—

Mcintyre Freedman & Flynn Investment Advisers Inc

N/A

Shares— from 174,400

Change-174,400 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 173,240

Change-173,240 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 166,411

Change-166,411 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 162,832

Change-162,832 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 138,279

Change-138,279 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 136,711

Change-136,711 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 87,697

Change-87,697 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 81,028

Change-81,028 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 73,084

Change-73,084 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 71,160

Change-71,160 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 70,187

Change-70,187 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 66,870

Change-66,870 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 48,272

Change-48,272 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 47,712

Change-47,712 (-100%)

Value—

FMR LLC

N/A

Shares— from 42,808

Change-42,808 (-100%)

Value—

Barclays PLC

N/A

Shares— from 40,682

Change-40,682 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 33,549

Change-33,549 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 26,868

Change-26,868 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 24,305

Change-24,305 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 24,249

Change-24,249 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 22,556

Change-22,556 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 21,912

Change-21,912 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 20,911

Change-20,911 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 20,111

Change-20,111 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 19,933

Change-19,933 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 19,910

Change-19,910 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 19,629

Change-19,629 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17,209

Change-17,209 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 16,647

Change-16,647 (-100%)

Value—

UBS Group AG

N/A

Shares— from 16,378

Change-16,378 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 15,650

Change-15,650 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 15,058

Change-15,058 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 12,378

Change-12,378 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 11,600

Change-11,600 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 10,539

Change-10,539 (-100%)

Value—

Stoneridge Investment Partners LLC

N/A

Shares— from 10,418

Change-10,418 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,800

Change-9,800 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,426

Change-9,426 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,397

Change-9,397 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,616

Change-8,616 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,456

Change-4,456 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,052

Change-4,052 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,076

Change-3,076 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 2,118

Change-2,118 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,082

Change-2,082 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,966

Change-1,966 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,746

Change-1,746 (-100%)

Value—

Boyd Watterson Asset Management LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 726

Change-726 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 281

Change-281 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Ballast Asset Management, LP	DECREASED	782,322	806,322	-24,000	-3%	$4.4M	$4.5M	+$175.3K	2026-11-04
Dimensional Fund Advisors LP	INCREASED	754,645	743,139	+11,506	+2%	$4.0M	$4.4M	+$356.4K	2026-11-04
Dalton Investments, Inc.	UNCHANGED	250,000	250,000	0	0%	$1.4M	$1.5M	+$97.5K	2026-11-04
International Assets Investment Management, LLC	INCREASED	216,356	199,981	+16,375	+8%	$1.1M	$1.3M	+$180.1K	2026-11-02
Verdence Capital Advisors LLC	INCREASED	146,950	144,461	+2,489	+2%	$781.5K	$852.3K	+$70.8K	2026-10-26
J.W. Cole Advisors, Inc.	INCREASED	89,400	80,400	+9,000	+11%	$435.0K	$518.5K	+$83.6K	2026-11-05
Bank of New York Mellon Corp	DECREASED	47,935	49,971	-2,036	-4%	$270.3K	$278.0K	+$7.7K	2026-11-05
Ritholtz Wealth Management	INCREASED	47,864	28,974	+18,890	+65%	$156.8K	$277.6K	+$120.9K	2026-11-05
Apollon Wealth Management, LLC	NEW	10,251	—	+10,251	—	—	$59.5K	—	2026-10-23
TD Waterhouse Canada Inc.	UNCHANGED	8,349	8,349	0	0%	$45.6K	$49.1K	+$3.5K	2026-10-16
Gamma Investing LLC	INCREASED	7,606	1,739	+5,867	+337%	$9.4K	$44.1K	+$34.7K	2026-10-08
Citigroup Inc	DECREASED	7,033	9,505	-2,472	-26%	$51.4K	$40.8K	-$10.6K	2026-11-04
State of Alaska, Department of Revenue	UNCHANGED	3,396	3,396	0	0%	$18	$19	+$1	2026-10-15
Farther Finance Advisors, LLC	DECREASED	671	694	-23	-3%	$3.8K	$3.9K	+$134	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	667	717	-50	-7%	$3.9K	$3.9K	-$11	2026-11-04
Mather Group, Llc.	NEW	550	—	+550	—	—	$3.2K	—	2026-10-14
Essential Partners LLC	DECREASED	474	538	-64	-12%	$2.9K	$2.7K	-$162	2026-10-14
Sterling Capital Management LLC	INCREASED	410	375	+35	+9%	$2.0K	$2.4K	+$349	2026-10-22
IFP Advisors, Inc	DECREASED	300	392	-92	-23%	$2.1K	$1.7K	-$381	2026-10-16
Physician Wealth Advisors, Inc.	UNCHANGED	96	96	0	0%	$520	$557	+$37	2026-10-20
Root Financial Partners, LLC	NEW	91	—	+91	—	—	$528	—	2026-10-21
SBI Securities Co., Ltd.	INCREASED	83	73	+10	+14%	$395	$481	+$86	2026-10-22
TD Private Client Wealth LLC	NEW	61	—	+61	—	—	$354	—	2026-10-28
True Wealth Design, LLC	INCREASED	37	31	+6	+19%	$168	$215	+$47	2026-10-13
SJS Investment Consulting Inc.	INCREASED	25	18	+7	+39%	$98	$145	+$47	2026-10-26
Provenance Wealth Advisors, LLC	NEW	22	—	+22	—	—	$128	—	2026-10-30
Caitong International Asset Management Co., Ltd	INCREASED	18	8	+10	+125%	$43	$104	+$61	2026-10-29
Nisa Investment Advisors, LLC	INCREASED	7	3	+4	+133%	$16	$41	+$25	2026-10-20
Abel Hall, LLC	CLOSED	0	40,927	-40,927	-100%	$221.4K	$0	-$221.4K	2026-10-19
Ethic Inc.	CLOSED	0	11,068	-11,068	-100%	$59.9K	$0	-$59.9K	2026-11-03
Private Wealth Management Group, LLC	CLOSED	0	393	-393	-100%	$2.1K	$0	-$2.1K	2026-10-19
Cornerstone Planning Group LLC	CLOSED	0	214	-214	-100%	$1.2K	$0	-$1.2K	2026-10-16
RMG Wealth Management LLC	CLOSED	0	100	-100	-100%	$594	$0	-$594	2026-10-26
Avion Wealth	CLOSED	0	86	-86	-100%	$0	$0	$0	2026-11-04
Fortitude Family Office, LLC	CLOSED	0	37	-37	-100%	$200	$0	-$200	2026-10-14
Solas Capital Management, LLC	N/A	—	3,470,761	-3,470,761	-100%	$18.8M	—	—	—
Yorktown Energy Partners XI, L.P.	N/A	—	2,869,560	-2,869,560	-100%	$15.5M	—	—	—
Yorktown Energy Partners X, L.P.	N/A	—	2,656,705	-2,656,705	-100%	$14.4M	—	—	—
Yorktown Energy Partners IX, L.P.	N/A	—	1,181,124	-1,181,124	-100%	$6.4M	—	—	—
BlackRock, Inc.	N/A	—	1,014,064	-1,014,064	-100%	$5.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	942,166	-942,166	-100%	$5.1M	—	—	—
Geode Capital Management, LLC	N/A	—	576,513	-576,513	-100%	$3.1M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	506,880	-506,880	-100%	$2.7M	—	—	—
LPL Financial LLC	N/A	—	504,191	-504,191	-100%	$2.7M	—	—	—
Morgan Stanley	N/A	—	458,523	-458,523	-100%	$2.5M	—	—	—
Marshall Wace, LLP	N/A	—	419,749	-419,749	-100%	$2.3M	—	—	—
Clayton Partners LLC	N/A	—	367,953	-367,953	-100%	$2.0M	—	—	—
State Street Corp	N/A	—	338,430	-338,430	-100%	$1.8M	—	—	—
SEI Investments Co	N/A	—	282,209	-282,209	-100%	$1.5M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	241,587	-241,587	-100%	$1.3M	—	—	—
American Century Companies Inc	N/A	—	221,895	-221,895	-100%	$1.2M	—	—	—
AQR Capital Management LLC	N/A	—	219,969	-219,969	-100%	$1.2M	—	—	—
Credit Agricole S A	N/A	—	183,500	-183,500	-100%	$992.7K	—	—	—
Mcintyre Freedman & Flynn Investment Advisers Inc	N/A	—	174,400	-174,400	-100%	$943.5K	—	—	—
Northern Trust Corp	N/A	—	173,240	-173,240	-100%	$937.2K	—	—	—
De Lisle Partners LLP	N/A	—	166,411	-166,411	-100%	$899.5K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	162,832	-162,832	-100%	$880.9K	—	—	—
Renaissance Technologies LLC	N/A	—	138,279	-138,279	-100%	$748.1K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	136,711	-136,711	-100%	$739.6K	—	—	—
First Trust Advisors LP	N/A	—	87,697	-87,697	-100%	$474.4K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	81,028	-81,028	-100%	$438.4K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	73,084	-73,084	-100%	$395.4K	—	—	—
Nuveen, LLC	N/A	—	71,160	-71,160	-100%	$385.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	70,187	-70,187	-100%	$379.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	66,870	-66,870	-100%	$361.8K	—	—	—
Odyssean, LLC	N/A	—	48,272	-48,272	-100%	$261.2K	—	—	—
Empowered Funds, LLC	N/A	—	47,712	-47,712	-100%	$258.1K	—	—	—
FMR LLC	N/A	—	42,808	-42,808	-100%	$231.6K	—	—	—
Barclays PLC	N/A	—	40,682	-40,682	-100%	$220.1K	—	—	—
Russell Investments Group, Ltd.	N/A	—	33,549	-33,549	-100%	$181.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	26,868	-26,868	-100%	$145.4K	—	—	—
Wellington Management Group LLP	N/A	—	24,305	-24,305	-100%	$131.5K	—	—	—
Bank of America Corp	N/A	—	24,249	-24,249	-100%	$131.2K	—	—	—
Mariner, LLC	N/A	—	22,556	-22,556	-100%	$122.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	21,912	-21,912	-100%	$118.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	20,911	-20,911	-100%	$113.1K	—	—	—
IEQ Capital, LLC	N/A	—	20,111	-20,111	-100%	$108.8K	—	—	—
Price T Rowe Associates Inc	N/A	—	19,933	-19,933	-100%	$108.0K	—	—	—
Deutsche Bank Ag\	N/A	—	19,910	-19,910	-100%	$107.7K	—	—	—
Citadel Advisors LLC	N/A	—	19,629	-19,629	-100%	$106.2K	—	—	—
Wells Fargo & Company	N/A	—	17,209	-17,209	-100%	$93.1K	—	—	—
Captrust Financial Advisors	N/A	—	16,647	-16,647	-100%	$90.1K	—	—	—
UBS Group AG	N/A	—	16,378	-16,378	-100%	$88.6K	—	—	—
Rhumbline Advisers	N/A	—	15,650	-15,650	-100%	$84.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	15,058	-15,058	-100%	$81.5K	—	—	—
Zions Bancorporation, National Association	N/A	—	12,378	-12,378	-100%	$67.0K	—	—	—
Alliancebernstein L.P.	N/A	—	11,600	-11,600	-100%	$71.5K	—	—	—
Invesco Ltd.	N/A	—	10,539	-10,539	-100%	$57.0K	—	—	—
Stoneridge Investment Partners LLC	N/A	—	10,418	-10,418	-100%	$58	—	—	—
New York State Common Retirement Fund	N/A	—	9,800	-9,800	-100%	$53.0K	—	—	—
JPMorgan Chase & Co	N/A	—	9,426	-9,426	-100%	$51.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,397	-9,397	-100%	$50.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,616	-8,616	-100%	$46.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,456	-4,456	-100%	$24.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,052	-4,052	-100%	$21.9K	—	—	—
Royal Bank of Canada	N/A	—	3,076	-3,076	-100%	$17.0K	—	—	—
Raffa Wealth Management, LLC	N/A	—	2,118	-2,118	-100%	$11.5K	—	—	—
Arax Advisory Partners	N/A	—	2,082	-2,082	-100%	$11.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,966	-1,966	-100%	$10.6K	—	—	—
Legal & General Group Plc	N/A	—	1,746	-1,746	-100%	$9.4K	—	—	—
Boyd Watterson Asset Management LLC	N/A	—	1,000	-1,000	-100%	$5.4K	—	—	—
Allworth Financial LP	N/A	—	726	-726	-100%	$3.9K	—	—	—
California State Teachers Retirement System	N/A	—	281	-281	-100%	$1.5K	—	—	—
Rothschild Investment LLC	N/A	—	163	-163	-100%	$882	—	—	—
Bogart Wealth, LLC	N/A	—	94	-94	-100%	$509	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	21	-21	-100%	$114	—	—	—
Clearstead Advisors, LLC	N/A	—	4	-4	-100%	$22	—	—	—

Showing 107 of 107 institutions