First TR Interm DUR & Inc (FPF)

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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MGO One Seven LLC

DECREASED

Shares364,186 from 377,412

Change-13,226 (-3%)

Value$5.8M (-$1.0M)

Filed 2026-10-28

D.A. Davidson & Co.

INCREASED

Shares279,776 from 257,487

Change+22,289 (+9%)

Value$4.5M (-$199.3K)

Filed 2026-10-28

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares178,423 from 107,058

Change+71,365 (+67%)

Value$2.9M (+$911.3K)

Filed 2026-10-13

Rareview Capital LLC

INCREASED

Shares144,990 from 133,367

Change+11,623 (+9%)

Value$2.3M (-$188.7K)

Filed 2026-11-05

Noble Wealth Management PBC

INCREASED

Shares85,758 from 82,363

Change+3,395 (+4%)

Value$1.4M (-$123.6K)

Filed 2026-10-01

Onyx Bridge Wealth Group LLC

DECREASED

Shares65,006 from 68,870

Change-3,864 (-6%)

Value$1.0M (-$210.6K)

Filed 2026-10-16

Oppenheimer & Co Inc

INCREASED

Shares61,161 from 60,744

Change+417 (+1%)

Value$979.2K (-$124.5K)

Filed 2026-10-26

Prospera Financial Services Inc

INCREASED

Shares59,984 from 51,465

Change+8,519 (+17%)

Value$938.7K (+$3.6K)

Filed 2026-11-04

Wedbush Securities Inc

INCREASED

Shares55,704 from 48,069

Change+7,635 (+16%)

Value$892.0K (+$19.0K)

Filed 2026-10-22

Shaker Financial Services, LLC

INCREASED

Shares44,551 from 26,210

Change+18,341 (+70%)

Value$713.3K (+$237.0K)

Filed 2026-10-14

Magnus Financial Group LLC

DECREASED

Shares43,288 from 43,831

Change-543 (-1%)

Value$693.0K (-$103.4K)

Filed 2026-10-21

Capital Investment Advisors, LLC

UNCHANGED

Shares39,666 from 39,666

Change0 (0%)

Value$635.1K (-$85.7K)

Filed 2026-10-22

Sowell Financial Services LLC

UNCHANGED

Shares34,880 from 34,880

Change0 (0%)

Value$558.4K (-$75.3K)

Filed 2026-10-23

Lido Advisors, LLC

UNCHANGED

Shares33,855 from 33,855

Change0 (0%)

Value$542.0K (-$73.1K)

Filed 2026-11-04

International Assets Investment Management, LLC

INCREASED

Shares32,241 from 27,832

Change+4,409 (+16%)

Value$506.8K (+$4.7K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares31,542 from 35,760

Change-4,218 (-12%)

Value$505.0K (-$144.8K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares30,458 from 30,259

Change+199 (+1%)

Value$487.6K (-$62.2K)

Filed 2026-11-02

Saxony Capital Management, LLC

INCREASED

Shares29,800 from 27,700

Change+2,100 (+8%)

Value$477.1K (-$26.2K)

Filed 2026-10-15

Fifth Third Bancorp

DECREASED

Shares29,105 from 31,051

Change-1,946 (-6%)

Value$466.0K (-$98.2K)

Filed 2026-11-05

RDA Financial Network

INCREASED

Shares27,884 from 27,739

Change+145 (+1%)

Value$446.4K (-$57.6K)

Filed 2026-10-15

Gridiron Partners, LLC

UNCHANGED

Shares26,558 from 26,558

Change0 (0%)

Value$425.2K (-$53.6K)

Filed 2026-10-08

SeaCrest Wealth Management, LLC

DECREASED

Shares26,479 from 32,979

Change-6,500 (-20%)

Value$423.9K (-$175.3K)

Filed 2026-10-21

Delta Capital Management LLC

UNCHANGED

Shares25,140 from 25,140

Change0 (0%)

Value$402.0K (+$401.5K)

Filed 2026-10-16

Ejmk Ventures LLC

INCREASED

Shares22,434 from 20,245

Change+2,189 (+11%)

Value$359.2K (-$8.7K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares19,444 from 19,131

Change+313 (+2%)

Value$305.7K (-$38.9K)

Filed 2026-10-13

Alessandra Capital Management, LLC

DECREASED

Shares18,842 from 40,948

Change-22,106 (-54%)

Value$301.7K (-$442.4K)

Filed 2026-10-30

RVW Wealth, LLC

UNCHANGED

Shares17,849 from 17,849

Change0 (0%)

Value$285.8K (-$38.6K)

Filed 2026-10-06

Calamos Advisors LLC

NEW

Shares16,995

Change+16,995

Value$272.1K

Filed 2026-11-02

Consolidated Capital Management, LLC

INCREASED

Shares16,882 from 16,491

Change+391 (+2%)

Value$270.3K (-$29.4K)

Filed 2026-10-13

Truist Financial Corp

DECREASED

Shares14,412 from 49,662

Change-35,250 (-71%)

Value$230.7K (-$671.6K)

Filed 2026-10-30

Morey & Quinn Wealth Partners, LLC

UNCHANGED

Shares13,192 from 13,192

Change0 (0%)

Value$211.2K (-$28.5K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares12,385 from 13,100

Change-715 (-5%)

Value$198.0K (-$40.0K)

Filed 2026-11-02

Uhlmann Price Securities, LLC

INCREASED

Shares12,020 from 11,745

Change+275 (+2%)

Value$192.4K (-$21.0K)

Filed 2026-11-03

Choreo, LLC

DECREASED

Shares11,175 from 12,407

Change-1,232 (-10%)

Value$178.9K (-$46.5K)

Filed 2026-10-28

Wolverine Asset Management LLC

NEW

Shares9,764

Change+9,764

Value$156.3K

Filed 2026-11-02

Spire Wealth Management

UNCHANGED

Shares7,458 from 7,458

Change0 (0%)

Value$119.4K (-$16.1K)

Filed 2026-10-30

First Financial Corp

DECREASED

Shares3,815 from 5,806

Change-1,991 (-34%)

Value$61.1K (-$44.4K)

Filed 2026-10-13

First Bancorp, Inc

DECREASED

Shares3,402 from 3,459

Change-57 (-2%)

Value$54.5K (-$8.4K)

Filed 2026-10-26

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares3,382 from 3,618

Change-236 (-7%)

Value$54.1K (-$11.6K)

Filed 2026-10-27

Central Trust Co

NEW

Shares1,900

Change+1,900

Value$30.4K

Filed 2026-11-05

Ascentis Independent Advisors

NEW

Shares1,710

Change+1,710

Value$27.4K

Filed 2026-11-03

WPG Advisers, LLC

INCREASED

Shares1,690 from 1,594

Change+96 (+6%)

Value$27.1K (-$1.9K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares1,635 from 1,708

Change-73 (-4%)

Value$26.2K (-$4.9K)

Filed 2026-10-08

Main Street Group, LTD

UNCHANGED

Shares1,450 from 1,450

Change0 (0%)

Value$23.2K (-$3.1K)

Filed 2026-10-28

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,175 from 1,175

Change0 (0%)

Value$18.8K (-$2.5K)

Filed 2026-10-23

North Star Investment Management Corp.

UNCHANGED

Shares1,050 from 1,050

Change0 (0%)

Value$16.8K (-$2.3K)

Filed 2026-10-27

Aspect Partners, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$16.0K (-$2.2K)

Filed 2026-10-20

Mosley Wealth Management

INCREASED

Shares810 from 784

Change+26 (+3%)

Value$12.7K (-$1.5K)

Filed 2026-10-16

Lanark Financial, Inc.

UNCHANGED

Shares625 from 625

Change0 (0%)

Value$10.0K (-$1.4K)

Filed 2026-10-26

Private Trust Co NA

NEW

Shares550

Change+550

Value$8.8K

Filed 2026-10-20

Blue Trust, Inc.

UNCHANGED

Shares547 from 547

Change0 (0%)

Value$8.8K (-$1.2K)

Filed 2026-10-15

Armstrong Advisory Group, Inc

UNCHANGED

Shares461 from 461

Change0 (0%)

Value$7.4K (-$996)

Filed 2026-10-09

Salomon & Ludwin, LLC

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$7.2K (-$913)

Filed 2026-10-29

Citizens National Bank Trust Department

UNCHANGED

Shares365 from 365

Change0 (0%)

Value$5.8K (-$788)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares207 from 207

Change0 (0%)

Value$3.3K (-$447)

Filed 2026-10-16

JFS Wealth Advisors, LLC

NEW

Shares166

Change+166

Value$2.7K

Filed 2026-11-03

Highline Wealth Partners LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$2.4K (-$324)

Filed 2026-10-19

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$736 (-$100)

Filed 2026-10-27

Birchbrook, Inc.

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$641 (-$86)

Filed 2026-10-14

Trust Co

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$176 (-$24)

Filed 2026-10-09

Assetmark, Inc

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$144 (-$20)

Filed 2026-10-21

Integrity Alliance, Llc.

CLOSED

Shares0 from 14,847

Change-14,847 (-100%)

Value$0 (-$269.8K)

Filed 2026-10-29

Gill Capital Partners, LLC

CLOSED

Shares0 from 5,923

Change-5,923 (-100%)

Value$0 (-$107.6K)

Filed 2026-10-13

LifeSteps Financial, Inc.

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$10.9K)

Filed 2026-10-15

Signaturefd, LLC

CLOSED

Shares0 from 76

Change-76 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-23

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 67

Change-67 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-04

Morgan Stanley

N/A

Shares— from 9,820,464

Change-9,820,464 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 1,217,427

Change-1,217,427 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,210,802

Change-1,210,802 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 979,058

Change-979,058 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 753,673

Change-753,673 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 659,562

Change-659,562 (-100%)

Value—

Peak Planning Group, LLC

N/A

Shares— from 400,589

Change-400,589 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 361,198

Change-361,198 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 188,729

Change-188,729 (-100%)

Value—

UBS Group AG

N/A

Shares— from 149,378

Change-149,378 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 105,254

Change-105,254 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 102,354

Change-102,354 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 94,861

Change-94,861 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 93,669

Change-93,669 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 86,756

Change-86,756 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 77,966

Change-77,966 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 76,819

Change-76,819 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 73,686

Change-73,686 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 68,080

Change-68,080 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 56,563

Change-56,563 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 45,196

Change-45,196 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 38,399

Change-38,399 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 37,438

Change-37,438 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 33,552

Change-33,552 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 26,875

Change-26,875 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 26,625

Change-26,625 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 26,091

Change-26,091 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 24,440

Change-24,440 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 20,914

Change-20,914 (-100%)

Value—

Mathes Company, Inc.

N/A

Shares— from 18,250

Change-18,250 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 17,335

Change-17,335 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 16,511

Change-16,511 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,181

Change-14,181 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 14,152

Change-14,152 (-100%)

Value—

&partners

N/A

Shares— from 12,785

Change-12,785 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 11,313

Change-11,313 (-100%)

Value—

Sterneck Capital Management, LLC

N/A

Shares— from 10,878

Change-10,878 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 10,588

Change-10,588 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 8,046

Change-8,046 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 3,794

Change-3,794 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 3,327

Change-3,327 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 3,175

Change-3,175 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,622

Change-2,622 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,560

Change-2,560 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 1,985

Change-1,985 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,433

Change-1,433 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 1,375

Change-1,375 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 770

Change-770 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 667

Change-667 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 558

Change-558 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 386

Change-386 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 201

Change-201 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 141

Change-141 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 121

Change-121 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 121

Change-121 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 88

Change-88 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 84

Change-84 (-100%)

Value—

	Status
MGO One Seven LLC	DECREASED	364,186	377,412	-13,226	-3%	$6.9M	$5.8M	-$1.0M	2026-10-28
D.A. Davidson & Co.	INCREASED	279,776	257,487	+22,289	+9%	$4.7M	$4.5M	-$199.3K	2026-10-28
Hennion & Walsh Asset Management, Inc.	INCREASED	178,423	107,058	+71,365	+67%	$1.9M	$2.9M	+$911.3K	2026-10-13
Rareview Capital LLC	INCREASED	144,990	133,367	+11,623	+9%	$2.5M	$2.3M	-$188.7K	2026-11-05
Noble Wealth Management PBC	INCREASED	85,758	82,363	+3,395	+4%	$1.5M	$1.4M	-$123.6K	2026-10-01
Onyx Bridge Wealth Group LLC	DECREASED	65,006	68,870	-3,864	-6%	$1.3M	$1.0M	-$210.6K	2026-10-16
Oppenheimer & Co Inc	INCREASED	61,161	60,744	+417	+1%	$1.1M	$979.2K	-$124.5K	2026-10-26
Prospera Financial Services Inc	INCREASED	59,984	51,465	+8,519	+17%	$935.1K	$938.7K	+$3.6K	2026-11-04
Wedbush Securities Inc	INCREASED	55,704	48,069	+7,635	+16%	$873.0K	$892.0K	+$19.0K	2026-10-22
Shaker Financial Services, LLC	INCREASED	44,551	26,210	+18,341	+70%	$476.2K	$713.3K	+$237.0K	2026-10-14
Magnus Financial Group LLC	DECREASED	43,288	43,831	-543	-1%	$796.4K	$693.0K	-$103.4K	2026-10-21
Capital Investment Advisors, LLC	UNCHANGED	39,666	39,666	0	0%	$720.7K	$635.1K	-$85.7K	2026-10-22
Sowell Financial Services LLC	UNCHANGED	34,880	34,880	0	0%	$633.8K	$558.4K	-$75.3K	2026-10-23
Lido Advisors, LLC	UNCHANGED	33,855	33,855	0	0%	$615.1K	$542.0K	-$73.1K	2026-11-04
International Assets Investment Management, LLC	INCREASED	32,241	27,832	+4,409	+16%	$502.1K	$506.8K	+$4.7K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	31,542	35,760	-4,218	-12%	$649.8K	$505.0K	-$144.8K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	30,458	30,259	+199	+1%	$549.8K	$487.6K	-$62.2K	2026-11-02
Saxony Capital Management, LLC	INCREASED	29,800	27,700	+2,100	+8%	$503.3K	$477.1K	-$26.2K	2026-10-15
Fifth Third Bancorp	DECREASED	29,105	31,051	-1,946	-6%	$564.2K	$466.0K	-$98.2K	2026-11-05
RDA Financial Network	INCREASED	27,884	27,739	+145	+1%	$504.0K	$446.4K	-$57.6K	2026-10-15
Gridiron Partners, LLC	UNCHANGED	26,558	26,558	0	0%	$478.8K	$425.2K	-$53.6K	2026-10-08
SeaCrest Wealth Management, LLC	DECREASED	26,479	32,979	-6,500	-20%	$599.2K	$423.9K	-$175.3K	2026-10-21
Delta Capital Management LLC	UNCHANGED	25,140	25,140	0	0%	$457	$402.0K	+$401.5K	2026-10-16
Ejmk Ventures LLC	INCREASED	22,434	20,245	+2,189	+11%	$367.9K	$359.2K	-$8.7K	2026-10-21
Wealth Enhancement Advisory Services, LLC	INCREASED	19,444	19,131	+313	+2%	$344.6K	$305.7K	-$38.9K	2026-10-13
Alessandra Capital Management, LLC	DECREASED	18,842	40,948	-22,106	-54%	$744.0K	$301.7K	-$442.4K	2026-10-30
RVW Wealth, LLC	UNCHANGED	17,849	17,849	0	0%	$324.3K	$285.8K	-$38.6K	2026-10-06
Calamos Advisors LLC	NEW	16,995	—	+16,995	—	—	$272.1K	—	2026-11-02
Consolidated Capital Management, LLC	INCREASED	16,882	16,491	+391	+2%	$299.6K	$270.3K	-$29.4K	2026-10-13
Truist Financial Corp	DECREASED	14,412	49,662	-35,250	-71%	$902.4K	$230.7K	-$671.6K	2026-10-30
Morey & Quinn Wealth Partners, LLC	UNCHANGED	13,192	13,192	0	0%	$239.7K	$211.2K	-$28.5K	2026-10-28
Cambridge Investment Research Advisors, Inc.	DECREASED	12,385	13,100	-715	-5%	$238.0K	$198.0K	-$40.0K	2026-11-02
Uhlmann Price Securities, LLC	INCREASED	12,020	11,745	+275	+2%	$213.4K	$192.4K	-$21.0K	2026-11-03
Choreo, LLC	DECREASED	11,175	12,407	-1,232	-10%	$225.4K	$178.9K	-$46.5K	2026-10-28
Wolverine Asset Management LLC	NEW	9,764	—	+9,764	—	—	$156.3K	—	2026-11-02
Spire Wealth Management	UNCHANGED	7,458	7,458	0	0%	$135.5K	$119.4K	-$16.1K	2026-10-30
First Financial Corp	DECREASED	3,815	5,806	-1,991	-34%	$105.5K	$61.1K	-$44.4K	2026-10-13
First Bancorp, Inc	DECREASED	3,402	3,459	-57	-2%	$62.9K	$54.5K	-$8.4K	2026-10-26
Pinnacle Wealth Planning Services, Inc.	DECREASED	3,382	3,618	-236	-7%	$65.7K	$54.1K	-$11.6K	2026-10-27
Central Trust Co	NEW	1,900	—	+1,900	—	—	$30.4K	—	2026-11-05
Ascentis Independent Advisors	NEW	1,710	—	+1,710	—	—	$27.4K	—	2026-11-03
WPG Advisers, LLC	INCREASED	1,690	1,594	+96	+6%	$29.0K	$27.1K	-$1.9K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	1,635	1,708	-73	-4%	$31.0K	$26.2K	-$4.9K	2026-10-08
Main Street Group, LTD	UNCHANGED	1,450	1,450	0	0%	$26.3K	$23.2K	-$3.1K	2026-10-28
Wilmington Savings Fund Society, FSB	UNCHANGED	1,175	1,175	0	0%	$21.4K	$18.8K	-$2.5K	2026-10-23
North Star Investment Management Corp.	UNCHANGED	1,050	1,050	0	0%	$19.1K	$16.8K	-$2.3K	2026-10-27
Aspect Partners, LLC	UNCHANGED	1,000	1,000	0	0%	$18.2K	$16.0K	-$2.2K	2026-10-20
Mosley Wealth Management	INCREASED	810	784	+26	+3%	$14.2K	$12.7K	-$1.5K	2026-10-16
Lanark Financial, Inc.	UNCHANGED	625	625	0	0%	$11.4K	$10.0K	-$1.4K	2026-10-26
Private Trust Co NA	NEW	550	—	+550	—	—	$8.8K	—	2026-10-20
Blue Trust, Inc.	UNCHANGED	547	547	0	0%	$9.9K	$8.8K	-$1.2K	2026-10-15
Armstrong Advisory Group, Inc	UNCHANGED	461	461	0	0%	$8.4K	$7.4K	-$996	2026-10-09
Salomon & Ludwin, LLC	UNCHANGED	450	450	0	0%	$8.1K	$7.2K	-$913	2026-10-29
Citizens National Bank Trust Department	UNCHANGED	365	365	0	0%	$6.6K	$5.8K	-$788	2026-11-04
IFP Advisors, Inc	UNCHANGED	207	207	0	0%	$3.8K	$3.3K	-$447	2026-10-16
JFS Wealth Advisors, LLC	NEW	166	—	+166	—	—	$2.7K	—	2026-11-03
Highline Wealth Partners LLC	UNCHANGED	150	150	0	0%	$2.7K	$2.4K	-$324	2026-10-19
Comprehensive Financial Planning, Inc.	UNCHANGED	46	46	0	0%	$836	$736	-$100	2026-10-27
Birchbrook, Inc.	UNCHANGED	40	40	0	0%	$727	$641	-$86	2026-10-14
Trust Co	UNCHANGED	11	11	0	0%	$200	$176	-$24	2026-10-09
Assetmark, Inc	UNCHANGED	9	9	0	0%	$164	$144	-$20	2026-10-21
Integrity Alliance, Llc.	CLOSED	0	14,847	-14,847	-100%	$269.8K	$0	-$269.8K	2026-10-29
Gill Capital Partners, LLC	CLOSED	0	5,923	-5,923	-100%	$107.6K	$0	-$107.6K	2026-10-13
LifeSteps Financial, Inc.	CLOSED	0	600	-600	-100%	$10.9K	$0	-$10.9K	2026-10-15
Signaturefd, LLC	CLOSED	0	76	-76	-100%	$1.4K	$0	-$1.4K	2026-10-23
Plante Moran Financial Advisors, LLC	CLOSED	0	67	-67	-100%	$1.2K	$0	-$1.2K	2026-11-04
Morgan Stanley	N/A	—	9,820,464	-9,820,464	-100%	$178.4M	—	—	—
SIT Investment Associates Inc	N/A	—	1,217,427	-1,217,427	-100%	$22.1M	—	—	—
Wells Fargo & Company	N/A	—	1,210,802	-1,210,802	-100%	$22.0M	—	—	—
LPL Financial LLC	N/A	—	979,058	-979,058	-100%	$17.8M	—	—	—
Royal Bank of Canada	N/A	—	753,673	-753,673	-100%	$13.7M	—	—	—
Invesco Ltd.	N/A	—	659,562	-659,562	-100%	$12.0M	—	—	—
Peak Planning Group, LLC	N/A	—	400,589	-400,589	-100%	$7.3M	—	—	—
Cohen & Steers, Inc.	N/A	—	361,198	-361,198	-100%	$6.6M	—	—	—
Stifel Financial Corp	N/A	—	188,729	-188,729	-100%	$3.4M	—	—	—
UBS Group AG	N/A	—	149,378	-149,378	-100%	$2.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	105,254	-105,254	-100%	$1.9M	—	—	—
Baird Financial Group, Inc.	N/A	—	102,354	-102,354	-100%	$1.9M	—	—	—
Bank of America Corp	N/A	—	94,861	-94,861	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	93,669	-93,669	-100%	$1.7M	—	—	—
NewEdge Advisors, LLC	N/A	—	86,756	-86,756	-100%	$1.6M	—	—	—
Cetera Investment Advisers	N/A	—	77,966	-77,966	-100%	$1.4M	—	—	—
IHT Wealth Management, LLC	N/A	—	76,819	-76,819	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	73,686	-73,686	-100%	$1.3M	—	—	—
Principal Securities, Inc.	N/A	—	68,080	-68,080	-100%	$1.2M	—	—	—
Centaurus Financial, Inc.	N/A	—	56,563	-56,563	-100%	$1.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	45,196	-45,196	-100%	$821.0K	—	—	—
Bramshill Investments, LLC	N/A	—	40,000	-40,000	-100%	$726.8K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	38,399	-38,399	-100%	$697.7K	—	—	—
Ethos Financial Group, LLC	N/A	—	37,438	-37,438	-100%	$680.2K	—	—	—
PFG Investments, LLC	N/A	—	33,552	-33,552	-100%	$609.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	26,875	-26,875	-100%	$488.3K	—	—	—
Guggenheim Capital LLC	N/A	—	26,625	-26,625	-100%	$483.8K	—	—	—
Intellectus Partners, LLC	N/A	—	26,091	-26,091	-100%	$474.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	24,440	-24,440	-100%	$444.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	20,914	-20,914	-100%	$380.0K	—	—	—
Mathes Company, Inc.	N/A	—	18,250	-18,250	-100%	$332.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	17,335	-17,335	-100%	$315.0K	—	—	—
Kovack Advisors, Inc.	N/A	—	16,511	-16,511	-100%	$297.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	14,181	-14,181	-100%	$257.7K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	14,152	-14,152	-100%	$257.1K	—	—	—
&partners	N/A	—	12,785	-12,785	-100%	$232.3K	—	—	—
Maridea Wealth Management LLC	N/A	—	11,313	-11,313	-100%	$205.6K	—	—	—
Sterneck Capital Management, LLC	N/A	—	10,878	-10,878	-100%	$197.7K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	10,588	-10,588	-100%	$192.4K	—	—	—
Clear Street Group Inc.	N/A	—	8,046	-8,046	-100%	$146.2K	—	—	—
Hollencrest Capital Management	N/A	—	7,900	-7,900	-100%	$143.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	3,794	-3,794	-100%	$68.9K	—	—	—
Rothschild Investment LLC	N/A	—	3,400	-3,400	-100%	$61.8K	—	—	—
Allied Private Wealth LLC	N/A	—	3,327	-3,327	-100%	$59.8K	—	—	—
Colonial Trust Co / SC	N/A	—	3,175	-3,175	-100%	$57.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,622	-2,622	-100%	$47.6K	—	—	—
Allworth Financial LP	N/A	—	2,560	-2,560	-100%	$46.5K	—	—	—
Ameriflex Group, Inc.	N/A	—	2,400	-2,400	-100%	$43.6K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	2,050	-2,050	-100%	$37.2K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	1,985	-1,985	-100%	$36.1K	—	—	—
Huntington National Bank	N/A	—	1,433	-1,433	-100%	$26.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	1,375	-1,375	-100%	$25.0K	—	—	—
Arax Advisory Partners	N/A	—	1,000	-1,000	-100%	$18.2K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	770	-770	-100%	$14.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	667	-667	-100%	$12.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	558	-558	-100%	$10.1K	—	—	—
Luminist Capital LLC	N/A	—	386	-386	-100%	$7.0K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	201	-201	-100%	$3.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	141	-141	-100%	$2.5K	—	—	—
BFC Planning, Inc.	N/A	—	121	-121	-100%	$2.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	121	-121	-100%	$2.2K	—	—	—
JPMorgan Chase & Co	N/A	—	88	-88	-100%	$1.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	84	-84	-100%	$1.5K	—	—	—

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