FT Multi-Asset Divers Inc (MDIV)

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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Rockport Wealth LLC

INCREASED

Shares273,922 from 271,939

Change+1,983 (+1%)

Value$4.3M (-$159.0K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares258,165 from 246,823

Change+11,342 (+5%)

Value$4.1M (+$6.7K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares162,167 from 163,426

Change-1,259 (-1%)

Value$2.6M (-$135.0K)

Filed 2026-11-02

Total Clarity Wealth Management, Inc.

DECREASED

Shares149,392 from 173,956

Change-24,564 (-14%)

Value$2.4M (-$510.5K)

Filed 2026-10-26

Capital Investment Advisory Services, LLC

DECREASED

Shares121,522 from 130,920

Change-9,398 (-7%)

Value$1.9M (-$240.4K)

Filed 2026-10-30

Kestra Advisory Services, LLC

INCREASED

Shares119,641 from 117,215

Change+2,426 (+2%)

Value$1.9M (-$43.7K)

Filed 2026-11-02

Wedbush Securities Inc

INCREASED

Shares110,558 from 95,709

Change+14,849 (+16%)

Value$1.8M (+$168.0K)

Filed 2026-10-22

Elevated Capital Advisors, LLC

DECREASED

Shares70,100 from 70,994

Change-894 (-1%)

Value$1.1M (-$63.8K)

Filed 2026-11-04

Cottonwood Capital Advisors, LLC

DECREASED

Shares62,471 from 62,493

Change-22 (0%)

Value$988.6K (-$44.1K)

Filed 2026-10-20

Endowment Wealth Management, Inc.

INCREASED

Shares62,433 from 46,308

Change+16,125 (+35%)

Value$988.0K (+$222.8K)

Filed 2026-11-03

Tcfg Investment Advisors, LLC

UNCHANGED

Shares58,010 from 58,010

Change0 (0%)

Value$918.0K (-$40.6K)

Filed 2026-10-20

Cornerstone Wealth Management, LLC

DECREASED

Shares48,814 from 50,517

Change-1,703 (-3%)

Value$772.5K (-$62.3K)

Filed 2026-11-04

Sigma Planning Corp

DECREASED

Shares43,048 from 43,128

Change-80 (0%)

Value$681.2K (-$31.5K)

Filed 2026-10-23

TrueWealth Advisors, LLC

DECREASED

Shares39,725 from 44,864

Change-5,139 (-11%)

Value$628.6K (-$112.7K)

Filed 2026-10-09

Intrua Financial, LLC

INCREASED

Shares35,580 from 35,529

Change+51 (+0%)

Value$563.1K (-$24.1K)

Filed 2026-10-28

Columbia Advisory Partners LLC

INCREASED

Shares35,329 from 10,884

Change+24,445 (+225%)

Value$559.1K (+$379.2K)

Filed 2026-10-15

Freedom Financial Partners LLC

DECREASED

Shares33,280 from 37,770

Change-4,490 (-12%)

Value$526.6K (-$97.5K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares32,275 from 33,950

Change-1,675 (-5%)

Value$512.9K (-$52.8K)

Filed 2026-10-13

Integrity Alliance, Llc.

INCREASED

Shares24,871 from 24,692

Change+179 (+1%)

Value$393.6K (-$14.5K)

Filed 2026-10-29

Concurrent Investment Advisors, LLC

NEW

Shares23,447

Change+23,447

Value$371.1K

Filed 2026-10-16

Larson Financial Group LLC

DECREASED

Shares21,355 from 33,619

Change-12,264 (-36%)

Value$337.9K (-$217.6K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares16,781 from 15,248

Change+1,533 (+10%)

Value$265.6K (+$13.6K)

Filed 2026-10-08

Fifth Third Bancorp

INCREASED

Shares15,381 from 12,175

Change+3,206 (+26%)

Value$243.4K (+$42.2K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares15,328 from 15,294

Change+34 (+0%)

Value$242.6K (-$10.2K)

Filed 2026-10-30

Lido Advisors, LLC

NEW

Shares14,294

Change+14,294

Value$226.2K

Filed 2026-11-04

Quartz Partners, LLC

NEW

Shares13,913

Change+13,913

Value$220.2K

Filed 2026-11-03

International Assets Investment Management, LLC

DECREASED

Shares13,256 from 33,451

Change-20,195 (-60%)

Value$208.5K (-$345.2K)

Filed 2026-11-02

Prospera Financial Services Inc

INCREASED

Shares12,150 from 12,124

Change+26 (+0%)

Value$196.8K (-$3.5K)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares11,782 from 11,782

Change0 (0%)

Value$186.5K (-$8.2K)

Filed 2026-10-16

Flaharty Asset Management, LLC

UNCHANGED

Shares11,579 from 11,579

Change0 (0%)

Value$183.9K (-$8.5K)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares10,796 from 10,775

Change+21 (+0%)

Value$170.8K (-$7.2K)

Filed 2026-10-28

Huntleigh Advisors, Inc.

INCREASED

Shares10,278 from 10,262

Change+16 (+0%)

Value$162.6K (-$6.9K)

Filed 2026-11-03

Realta Investment Advisors

UNCHANGED

Shares2,425 from 2,425

Change0 (0%)

Value$38.4K (-$1.7K)

Filed 2026-10-14

Nfsg Corp

UNCHANGED

Shares1,849 from 1,849

Change0 (0%)

Value$29.3K (-$1.3K)

Filed 2026-10-15

US Bancorp \de\

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$28.5K (-$1.3K)

Filed 2026-11-05

Pinnacle Bancorp, Inc.

DECREASED

Shares1,699 from 1,700

Change-1 (0%)

Value$26.9K (-$1.2K)

Filed 2026-10-21

CX Institutional

INCREASED

Shares820 from 818

Change+2 (+0%)

Value$13 (-$1)

Filed 2026-10-02

Lanark Financial, Inc.

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$11.1K (-$489)

Filed 2026-10-26

Moisand Fitzgerald Tamayo, LLC

NEW

Shares400

Change+400

Value$6.3K

Filed 2026-10-15

Creative Financial Designs Inc

NEW

Shares247

Change+247

Value$3.9K

Filed 2026-11-04

Hazlett, Burt & Watson, Inc.

NEW

Shares200

Change+200

Value$3

Filed 2026-11-04

Nova Financial LLC

NEW

Shares149

Change+149

Value$2.4K

Filed 2026-11-04

Triumph Capital Management

UNCHANGED

Shares117 from 117

Change0 (0%)

Value$1.9K (-$81)

Filed 2026-10-14

Simplex Trading, LLC

NEW

Shares64

Change+64

Value$1.0K

Filed 2026-11-04

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$475 (-$21)

Filed 2026-10-23

Wellington Shields & Co., LLC

CLOSED

Shares0 from 62,080

Change-62,080 (-100%)

Value$0 (-$1.0M)

Filed 2026-11-03

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$49.6K)

Filed 2026-11-03

Cornerstone Planning Group LLC

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$5.9K)

Filed 2026-10-16

LPL Financial LLC

N/A

Shares— from 1,528,693

Change-1,528,693 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,324,867

Change-1,324,867 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 646,449

Change-646,449 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 576,403

Change-576,403 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 543,420

Change-543,420 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 424,849

Change-424,849 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 381,966

Change-381,966 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 301,453

Change-301,453 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 272,651

Change-272,651 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 199,775

Change-199,775 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 166,781

Change-166,781 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 124,986

Change-124,986 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 122,308

Change-122,308 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 117,347

Change-117,347 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 95,576

Change-95,576 (-100%)

Value—

&partners

N/A

Shares— from 85,549

Change-85,549 (-100%)

Value—

UBS Group AG

N/A

Shares— from 65,358

Change-65,358 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 61,655

Change-61,655 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 54,907

Change-54,907 (-100%)

Value—

PSI Advisors, LLC

N/A

Shares— from 50,827

Change-50,827 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 46,862

Change-46,862 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 45,963

Change-45,963 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 43,260

Change-43,260 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 35,065

Change-35,065 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 34,355

Change-34,355 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 19,357

Change-19,357 (-100%)

Value—

RPg Family Wealth Advisory, LLC

N/A

Shares— from 18,700

Change-18,700 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 16,499

Change-16,499 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 15,936

Change-15,936 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 15,242

Change-15,242 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 14,533

Change-14,533 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 13,874

Change-13,874 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 12,200

Change-12,200 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 11,302

Change-11,302 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 10,904

Change-10,904 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,839

Change-10,839 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 10,523

Change-10,523 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,261

Change-10,261 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,778

Change-7,778 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 2,561

Change-2,561 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,515

Change-2,515 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 2,386

Change-2,386 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,864

Change-1,864 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,353

Change-1,353 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,214

Change-1,214 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 513

Change-513 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 310

Change-310 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

	Status
Rockport Wealth LLC	INCREASED	273,922	271,939	+1,983	+1%	$4.5M	$4.3M	-$159.0K	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	258,165	246,823	+11,342	+5%	$4.1M	$4.1M	+$6.7K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	162,167	163,426	-1,259	-1%	$2.7M	$2.6M	-$135.0K	2026-11-02
Total Clarity Wealth Management, Inc.	DECREASED	149,392	173,956	-24,564	-14%	$2.9M	$2.4M	-$510.5K	2026-10-26
Capital Investment Advisory Services, LLC	DECREASED	121,522	130,920	-9,398	-7%	$2.2M	$1.9M	-$240.4K	2026-10-30
Kestra Advisory Services, LLC	INCREASED	119,641	117,215	+2,426	+2%	$1.9M	$1.9M	-$43.7K	2026-11-02
Wedbush Securities Inc	INCREASED	110,558	95,709	+14,849	+16%	$1.6M	$1.8M	+$168.0K	2026-10-22
Elevated Capital Advisors, LLC	DECREASED	70,100	70,994	-894	-1%	$1.2M	$1.1M	-$63.8K	2026-11-04
Cottonwood Capital Advisors, LLC	DECREASED	62,471	62,493	-22	0%	$1.0M	$988.6K	-$44.1K	2026-10-20
Endowment Wealth Management, Inc.	INCREASED	62,433	46,308	+16,125	+35%	$765.2K	$988.0K	+$222.8K	2026-11-03
Tcfg Investment Advisors, LLC	UNCHANGED	58,010	58,010	0	0%	$958.6K	$918.0K	-$40.6K	2026-10-20
Cornerstone Wealth Management, LLC	DECREASED	48,814	50,517	-1,703	-3%	$834.8K	$772.5K	-$62.3K	2026-11-04
Sigma Planning Corp	DECREASED	43,048	43,128	-80	0%	$712.7K	$681.2K	-$31.5K	2026-10-23
TrueWealth Advisors, LLC	DECREASED	39,725	44,864	-5,139	-11%	$741.4K	$628.6K	-$112.7K	2026-10-09
Intrua Financial, LLC	INCREASED	35,580	35,529	+51	+0%	$587.1K	$563.1K	-$24.1K	2026-10-28
Columbia Advisory Partners LLC	INCREASED	35,329	10,884	+24,445	+225%	$179.9K	$559.1K	+$379.2K	2026-10-15
Freedom Financial Partners LLC	DECREASED	33,280	37,770	-4,490	-12%	$624.1K	$526.6K	-$97.5K	2026-10-19
Wealth Enhancement Advisory Services, LLC	DECREASED	32,275	33,950	-1,675	-5%	$565.7K	$512.9K	-$52.8K	2026-10-13
Integrity Alliance, Llc.	INCREASED	24,871	24,692	+179	+1%	$408.0K	$393.6K	-$14.5K	2026-10-29
Concurrent Investment Advisors, LLC	NEW	23,447	—	+23,447	—	—	$371.1K	—	2026-10-16
Larson Financial Group LLC	DECREASED	21,355	33,619	-12,264	-36%	$555.6K	$337.9K	-$217.6K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	16,781	15,248	+1,533	+10%	$252.0K	$265.6K	+$13.6K	2026-10-08
Fifth Third Bancorp	INCREASED	15,381	12,175	+3,206	+26%	$201.2K	$243.4K	+$42.2K	2026-11-05
Truist Financial Corp	INCREASED	15,328	15,294	+34	+0%	$252.7K	$242.6K	-$10.2K	2026-10-30
Lido Advisors, LLC	NEW	14,294	—	+14,294	—	—	$226.2K	—	2026-11-04
Quartz Partners, LLC	NEW	13,913	—	+13,913	—	—	$220.2K	—	2026-11-03
International Assets Investment Management, LLC	DECREASED	13,256	33,451	-20,195	-60%	$553.7K	$208.5K	-$345.2K	2026-11-02
Prospera Financial Services Inc	INCREASED	12,150	12,124	+26	+0%	$200.4K	$196.8K	-$3.5K	2026-11-04
IFP Advisors, Inc	UNCHANGED	11,782	11,782	0	0%	$194.7K	$186.5K	-$8.2K	2026-10-16
Flaharty Asset Management, LLC	UNCHANGED	11,579	11,579	0	0%	$192.3K	$183.9K	-$8.5K	2026-11-02
D.A. Davidson & Co.	INCREASED	10,796	10,775	+21	+0%	$178.1K	$170.8K	-$7.2K	2026-10-28
Huntleigh Advisors, Inc.	INCREASED	10,278	10,262	+16	+0%	$169.6K	$162.6K	-$6.9K	2026-11-03
Realta Investment Advisors	UNCHANGED	2,425	2,425	0	0%	$40.1K	$38.4K	-$1.7K	2026-10-14
Nfsg Corp	UNCHANGED	1,849	1,849	0	0%	$30.6K	$29.3K	-$1.3K	2026-10-15
US Bancorp \de\	UNCHANGED	1,800	1,800	0	0%	$29.7K	$28.5K	-$1.3K	2026-11-05
Pinnacle Bancorp, Inc.	DECREASED	1,699	1,700	-1	0%	$28.1K	$26.9K	-$1.2K	2026-10-21
CX Institutional	INCREASED	820	818	+2	+0%	$14	$13	-$1	2026-10-02
Lanark Financial, Inc.	UNCHANGED	700	700	0	0%	$11.6K	$11.1K	-$489	2026-10-26
Moisand Fitzgerald Tamayo, LLC	NEW	400	—	+400	—	—	$6.3K	—	2026-10-15
Creative Financial Designs Inc	NEW	247	—	+247	—	—	$3.9K	—	2026-11-04
Hazlett, Burt & Watson, Inc.	NEW	200	—	+200	—	—	$3	—	2026-11-04
Nova Financial LLC	NEW	149	—	+149	—	—	$2.4K	—	2026-11-04
Triumph Capital Management	UNCHANGED	117	117	0	0%	$1.9K	$1.9K	-$81	2026-10-14
Simplex Trading, LLC	NEW	64	—	+64	—	—	$1.0K	—	2026-11-04
Dhjj Financial Advisors, Ltd.	UNCHANGED	30	30	0	0%	$496	$475	-$21	2026-10-23
Wellington Shields & Co., LLC	CLOSED	0	62,080	-62,080	-100%	$1.0M	$0	-$1.0M	2026-11-03
Wellington Shields Capital Management, LLC	CLOSED	0	3,000	-3,000	-100%	$49.6K	$0	-$49.6K	2026-11-03
Cornerstone Planning Group LLC	CLOSED	0	350	-350	-100%	$5.9K	$0	-$5.9K	2026-10-16
LPL Financial LLC	N/A	—	1,528,693	-1,528,693	-100%	$25.3M	—	—	—
Morgan Stanley	N/A	—	1,324,867	-1,324,867	-100%	$21.9M	—	—	—
Ameriprise Financial Inc	N/A	—	646,449	-646,449	-100%	$10.7M	—	—	—
Bank of America Corp	N/A	—	576,403	-576,403	-100%	$9.5M	—	—	—
Harbour Investments, Inc.	N/A	—	543,420	-543,420	-100%	$9.0M	—	—	—
Royal Bank of Canada	N/A	—	424,849	-424,849	-100%	$7.0M	—	—	—
Raymond James Financial Inc	N/A	—	381,966	-381,966	-100%	$6.3M	—	—	—
Wells Fargo & Company	N/A	—	301,453	-301,453	-100%	$5.0M	—	—	—
Cetera Investment Advisers	N/A	—	272,651	-272,651	-100%	$4.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	199,775	-199,775	-100%	$3.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	166,781	-166,781	-100%	$2.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	124,986	-124,986	-100%	$2.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	122,308	-122,308	-100%	$2.0M	—	—	—
Harvest Investment Services, LLC	N/A	—	117,347	-117,347	-100%	$1.9M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	95,576	-95,576	-100%	$1.6M	—	—	—
&partners	N/A	—	85,549	-85,549	-100%	$1.4M	—	—	—
UBS Group AG	N/A	—	65,358	-65,358	-100%	$1.1M	—	—	—
Stifel Financial Corp	N/A	—	61,655	-61,655	-100%	$1.0M	—	—	—
Fortis Group Advisors, LLC	N/A	—	54,907	-54,907	-100%	$907.3K	—	—	—
PSI Advisors, LLC	N/A	—	50,827	-50,827	-100%	$839.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	46,862	-46,862	-100%	$774.0K	—	—	—
Citadel Advisors LLC	N/A	—	45,963	-45,963	-100%	$759.5K	—	—	—
Proactive Wealth Strategies LLC	N/A	—	43,260	-43,260	-100%	$714.9K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	35,065	-35,065	-100%	$579.5K	—	—	—
HighTower Advisors, LLC	N/A	—	34,355	-34,355	-100%	$567.7K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	19,357	-19,357	-100%	$319.9K	—	—	—
RPg Family Wealth Advisory, LLC	N/A	—	18,700	-18,700	-100%	$309.0K	—	—	—
Keystone Financial Group	N/A	—	16,499	-16,499	-100%	$272.7K	—	—	—
HighPoint Advisor Group LLC	N/A	—	15,936	-15,936	-100%	$263.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	15,242	-15,242	-100%	$251.9K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	14,533	-14,533	-100%	$240.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	13,874	-13,874	-100%	$229.3K	—	—	—
Baird Financial Group, Inc.	N/A	—	12,200	-12,200	-100%	$201.6K	—	—	—
Second Line Capital, LLC	N/A	—	11,302	-11,302	-100%	$186.8K	—	—	—
Snowden Capital Advisors LLC	N/A	—	10,904	-10,904	-100%	$180.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,839	-10,839	-100%	$179.1K	—	—	—
Summit Financial, LLC	N/A	—	10,523	-10,523	-100%	$173.9K	—	—	—
Private Advisor Group, LLC	N/A	—	10,261	-10,261	-100%	$169.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,778	-7,778	-100%	$128.5K	—	—	—
Arax Advisory Partners	N/A	—	3,400	-3,400	-100%	$56.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	2,561	-2,561	-100%	$42.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,515	-2,515	-100%	$41.6K	—	—	—
Founders Financial Alliance, LLC	N/A	—	2,386	-2,386	-100%	$39.4K	—	—	—
BFC Planning, Inc.	N/A	—	1,864	-1,864	-100%	$30.8K	—	—	—
FMR LLC	N/A	—	1,353	-1,353	-100%	$22.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,214	-1,214	-100%	$20.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	513	-513	-100%	$8.5K	—	—	—
Millstone Evans Group, LLC	N/A	—	310	-310	-100%	$5.1K	—	—	—
Synergy Investment Management, LLC	N/A	—	94	-94	-100%	$1.6K	—	—	—

Showing 97 of 97 institutions