Gabelli Utility Trust (GUT)

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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Commonwealth Equity Services, LLC

INCREASED

Shares1,276,256 from 1,259,813

Change+16,443 (+1%)

Value$7.3M (-$1.0M)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares940,800 from 947,879

Change-7,079 (-1%)

Value$5.4M (-$893.4K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares631,746 from 599,876

Change+31,870 (+5%)

Value$3.6M (-$358.0K)

Filed 2026-11-02

CoreCap Advisors, LLC

INCREASED

Shares252,884 from 163,484

Change+89,400 (+55%)

Value$1.4M (+$361.6K)

Filed 2026-10-08

Plus Group Wealth Advisors LLC

INCREASED

Shares200,954 from 187,849

Change+13,105 (+7%)

Value$1.1M (-$94.5K)

Filed 2026-10-19

J.W. Cole Advisors, Inc.

INCREASED

Shares109,852 from 100,922

Change+8,930 (+9%)

Value$625.1K (-$40.0K)

Filed 2026-11-05

Balboa Wealth Partners

DECREASED

Shares107,342 from 110,443

Change-3,101 (-3%)

Value$610.8K (-$117.0K)

Filed 2026-10-20

Wedbush Securities Inc

INCREASED

Shares103,673 from 97,586

Change+6,087 (+6%)

Value$590.0K (-$53.0K)

Filed 2026-10-22

International Assets Investment Management, LLC

UNCHANGED

Shares86,031 from 86,031

Change0 (0%)

Value$490.4K (-$73.1K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares72,518 from 73,314

Change-796 (-1%)

Value$412.6K (-$70.5K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares65,604 from 37,600

Change+28,004 (+74%)

Value$394.9K (+$137.4K)

Filed 2026-10-13

Pines Wealth Management, LLC

INCREASED

Shares60,000 from 50,000

Change+10,000 (+20%)

Value$341.4K (+$11.9K)

Filed 2026-10-21

Balefire, LLC

INCREASED

Shares57,606 from 57,016

Change+590 (+1%)

Value$327.8K (-$48.0K)

Filed 2026-10-09

Virtue Capital Management, LLC

UNCHANGED

Shares57,365 from 57,365

Change0 (0%)

Value$326.4K (-$51.6K)

Filed 2026-10-29

Creative Planning

INCREASED

Shares57,012 from 56,917

Change+95 (+0%)

Value$324.4K (-$50.7K)

Filed 2026-11-02

Nations Financial Group Inc,

UNCHANGED

Shares54,701 from 54,701

Change0 (0%)

Value$311.3K (-$49.2K)

Filed 2026-11-05

Accurate Wealth Management, LLC

INCREASED

Shares46,944 from 41,239

Change+5,705 (+14%)

Value$270.9K (-$11.6K)

Filed 2026-10-20

Bison Wealth, LLC

UNCHANGED

Shares46,771 from 46,771

Change0 (0%)

Value$274.5K (-$39.3K)

Filed 2026-10-13

Wealth Quarterback LLC

DECREASED

Shares40,953 from 40,983

Change-30 (0%)

Value$233.0K (-$37.1K)

Filed 2026-10-20

Leverty Financial Group, LLC

UNCHANGED

Shares31,267 from 31,267

Change0 (0%)

Value$177.9K (-$28.1K)

Filed 2026-10-08

Compound Planning, Inc.

INCREASED

Shares30,747 from 30,695

Change+52 (+0%)

Value$174.9K (-$27.3K)

Filed 2026-11-05

D.A. Davidson & Co.

INCREASED

Shares25,126 from 25,118

Change+8 (+0%)

Value$143.0K (-$22.6K)

Filed 2026-10-28

RKL Wealth Management LLC

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$142.3K (-$22.5K)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares23,656 from 23,656

Change0 (0%)

Value$134.6K (-$21.3K)

Filed 2026-11-06

Valley Brook Capital Group, Inc.

UNCHANGED

Shares23,500 from 23,500

Change0 (0%)

Value$133.7K (-$21.2K)

Filed 2026-10-26

Integrity Alliance, Llc.

INCREASED

Shares22,739 from 22,454

Change+285 (+1%)

Value$129.4K (-$18.6K)

Filed 2026-10-29

Dynamic Advisor Solutions LLC

INCREASED

Shares21,842 from 21,111

Change+731 (+3%)

Value$124.3K (-$14.8K)

Filed 2026-10-13

Plancorp, LLC

UNCHANGED

Shares19,652 from 19,652

Change0 (0%)

Value$104.4K (-$33.0K)

Filed 2026-11-03

Eagle Wealth Strategies LLC

UNCHANGED

Shares18,138 from 18,138

Change0 (0%)

Value$103.2K (-$16.3K)

Filed 2026-10-20

INCREASED

Shares17,705 from 17,293

Change+412 (+2%)

Value$100.7K (-$13.2K)

Filed 2026-10-23

Cascade Investment Group, Inc.

DECREASED

Shares15,419 from 17,762

Change-2,343 (-13%)

Value$87.7K (-$29.3K)

Filed 2026-10-13

Herold Advisors, Inc.

INCREASED

Shares15,212 from 11,212

Change+4,000 (+36%)

Value$86.6K (+$10.6K)

Filed 2026-10-19

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares13,500 from 13,500

Change0 (0%)

Value$76.8K (-$12.2K)

Filed 2026-11-05

Zinnia Wealth Advisory, LLC

DECREASED

Shares12,576 from 15,082

Change-2,506 (-17%)

Value$71.6K (-$27.8K)

Filed 2026-11-06

Trek Financial, LLC

UNCHANGED

Shares11,060 from 11,060

Change0 (0%)

Value$62.9K (-$10.0K)

Filed 2026-10-29

Ellis Investment Partners, LLC

INCREASED

Shares11,052 from 10,384

Change+668 (+6%)

Value$62.9K (-$5.6K)

Filed 2026-10-21

Liberty Capital Management, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$56.9K (-$9.0K)

Filed 2026-11-02

Moors & Cabot, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$56.9K (-$9.0K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares4,770 from 4,758

Change+12 (+0%)

Value$27.1K (-$4.2K)

Filed 2026-11-05

Farmers & Merchants Investments Inc

UNCHANGED

Shares4,344 from 4,344

Change0 (0%)

Value$24.7K (-$3.9K)

Filed 2026-10-22

Pathway Financial Advisers, LLC

NEW

Shares4,044

Change+4,044

Value$23.0K

Filed 2026-10-27

IFP Advisors, Inc

UNCHANGED

Shares2,662 from 2,662

Change0 (0%)

Value$15.1K (-$2.4K)

Filed 2026-10-16

Lanark Financial, Inc.

INCREASED

Shares1,937 from 1,933

Change+4 (+0%)

Value$11.0K (-$1.7K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares1,332

Change+1,332

Value$7.6K

Filed 2026-10-21

Allworth Financial LP

UNCHANGED

Shares1,202 from 1,202

Change0 (0%)

Value$7.9K ($0)

Filed 2026-11-06

MTM Investment Management, LLC

UNCHANGED

Shares922 from 922

Change0 (0%)

Value$5.2K (-$830)

Filed 2026-10-30

Assetmark, Inc

DECREASED

Shares621 from 730

Change-109 (-15%)

Value$3.5K (-$1.3K)

Filed 2026-10-21

Farther Finance Advisors, LLC

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$2.6K (-$405)

Filed 2026-10-08

Highline Wealth Partners LLC

NEW

Shares435

Change+435

Value$2.5K

Filed 2026-10-19

Ignite Planners, LLC

CLOSED

Shares0 from 65,818

Change-65,818 (-100%)

Value$0 (-$318.6K)

Filed 2026-10-14

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,549

Change-1,549 (-100%)

Value$0 (-$10.2K)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 1,378,379

Change-1,378,379 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 472,647

Change-472,647 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 331,023

Change-331,023 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 225,794

Change-225,794 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 188,270

Change-188,270 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 141,870

Change-141,870 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 125,172

Change-125,172 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 100,389

Change-100,389 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 64,031

Change-64,031 (-100%)

Value—

Core Wealth Advisors, Inc.

N/A

Shares— from 58,163

Change-58,163 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 51,575

Change-51,575 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 47,576

Change-47,576 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 46,294

Change-46,294 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 46,112

Change-46,112 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 36,850

Change-36,850 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 30,084

Change-30,084 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 27,419

Change-27,419 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 26,868

Change-26,868 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 25,583

Change-25,583 (-100%)

Value—

Piedmont Capital Management, LLC

N/A

Shares— from 24,977

Change-24,977 (-100%)

Value—

UBS Group AG

N/A

Shares— from 24,945

Change-24,945 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 24,566

Change-24,566 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 20,016

Change-20,016 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 18,051

Change-18,051 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 17,654

Change-17,654 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 17,182

Change-17,182 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 15,076

Change-15,076 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 14,657

Change-14,657 (-100%)

Value—

Motco

N/A

Shares— from 14,277

Change-14,277 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 13,767

Change-13,767 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,913

Change-12,913 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,668

Change-11,668 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 11,399

Change-11,399 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 11,350

Change-11,350 (-100%)

Value—

Turner Financial Group, Inc.

N/A

Shares— from 11,222

Change-11,222 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 10,426

Change-10,426 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 9,600

Change-9,600 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,350

Change-6,350 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 5,640

Change-5,640 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 5,143

Change-5,143 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 4,948

Change-4,948 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 2,611

Change-2,611 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,301

Change-2,301 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 2,017

Change-2,017 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,084

Change-1,084 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 597

Change-597 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 543

Change-543 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 447

Change-447 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 405

Change-405 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 120

Change-120 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 68

Change-68 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	1,276,256	1,259,813	+16,443	+1%	$8.3M	$7.3M	-$1.0M	2026-11-02
LPL Financial LLC	DECREASED	940,800	947,879	-7,079	-1%	$6.2M	$5.4M	-$893.4K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	631,746	599,876	+31,870	+5%	$4.0M	$3.6M	-$358.0K	2026-11-02
CoreCap Advisors, LLC	INCREASED	252,884	163,484	+89,400	+55%	$1.1M	$1.4M	+$361.6K	2026-10-08
Plus Group Wealth Advisors LLC	INCREASED	200,954	187,849	+13,105	+7%	$1.2M	$1.1M	-$94.5K	2026-10-19
J.W. Cole Advisors, Inc.	INCREASED	109,852	100,922	+8,930	+9%	$665.1K	$625.1K	-$40.0K	2026-11-05
Balboa Wealth Partners	DECREASED	107,342	110,443	-3,101	-3%	$727.8K	$610.8K	-$117.0K	2026-10-20
Wedbush Securities Inc	INCREASED	103,673	97,586	+6,087	+6%	$643.0K	$590.0K	-$53.0K	2026-10-22
International Assets Investment Management, LLC	UNCHANGED	86,031	86,031	0	0%	$563.5K	$490.4K	-$73.1K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	72,518	73,314	-796	-1%	$483.1K	$412.6K	-$70.5K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	65,604	37,600	+28,004	+74%	$257.6K	$394.9K	+$137.4K	2026-10-13
Pines Wealth Management, LLC	INCREASED	60,000	50,000	+10,000	+20%	$329.5K	$341.4K	+$11.9K	2026-10-21
Balefire, LLC	INCREASED	57,606	57,016	+590	+1%	$375.7K	$327.8K	-$48.0K	2026-10-09
Virtue Capital Management, LLC	UNCHANGED	57,365	57,365	0	0%	$378.0K	$326.4K	-$51.6K	2026-10-29
Creative Planning	INCREASED	57,012	56,917	+95	+0%	$375.1K	$324.4K	-$50.7K	2026-11-02
Nations Financial Group Inc,	UNCHANGED	54,701	54,701	0	0%	$360.5K	$311.3K	-$49.2K	2026-11-05
Accurate Wealth Management, LLC	INCREASED	46,944	41,239	+5,705	+14%	$282.5K	$270.9K	-$11.6K	2026-10-20
Bison Wealth, LLC	UNCHANGED	46,771	46,771	0	0%	$313.8K	$274.5K	-$39.3K	2026-10-13
Wealth Quarterback LLC	DECREASED	40,953	40,983	-30	0%	$270.1K	$233.0K	-$37.1K	2026-10-20
Leverty Financial Group, LLC	UNCHANGED	31,267	31,267	0	0%	$206.1K	$177.9K	-$28.1K	2026-10-08
Compound Planning, Inc.	INCREASED	30,747	30,695	+52	+0%	$202.3K	$174.9K	-$27.3K	2026-11-05
D.A. Davidson & Co.	INCREASED	25,126	25,118	+8	+0%	$165.5K	$143.0K	-$22.6K	2026-10-28
RKL Wealth Management LLC	UNCHANGED	25,000	25,000	0	0%	$164.8K	$142.3K	-$22.5K	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	23,656	23,656	0	0%	$155.9K	$134.6K	-$21.3K	2026-11-06
Valley Brook Capital Group, Inc.	UNCHANGED	23,500	23,500	0	0%	$154.9K	$133.7K	-$21.2K	2026-10-26
Integrity Alliance, Llc.	INCREASED	22,739	22,454	+285	+1%	$148.0K	$129.4K	-$18.6K	2026-10-29
Dynamic Advisor Solutions LLC	INCREASED	21,842	21,111	+731	+3%	$139.1K	$124.3K	-$14.8K	2026-10-13
Plancorp, LLC	UNCHANGED	19,652	19,652	0	0%	$137.4K	$104.4K	-$33.0K	2026-11-03
Eagle Wealth Strategies LLC	UNCHANGED	18,138	18,138	0	0%	$119.5K	$103.2K	-$16.3K	2026-10-20
Register Financial Advisors LLC	INCREASED	17,705	17,293	+412	+2%	$114.0K	$100.7K	-$13.2K	2026-10-23
Cascade Investment Group, Inc.	DECREASED	15,419	17,762	-2,343	-13%	$117.1K	$87.7K	-$29.3K	2026-10-13
Herold Advisors, Inc.	INCREASED	15,212	11,212	+4,000	+36%	$76.0K	$86.6K	+$10.6K	2026-10-19
Elevation Point Wealth Partners, LLC	UNCHANGED	13,500	13,500	0	0%	$89.0K	$76.8K	-$12.2K	2026-11-05
Zinnia Wealth Advisory, LLC	DECREASED	12,576	15,082	-2,506	-17%	$99.4K	$71.6K	-$27.8K	2026-11-06
Trek Financial, LLC	UNCHANGED	11,060	11,060	0	0%	$72.9K	$62.9K	-$10.0K	2026-10-29
Ellis Investment Partners, LLC	INCREASED	11,052	10,384	+668	+6%	$68.4K	$62.9K	-$5.6K	2026-10-21
Liberty Capital Management, Inc.	UNCHANGED	10,000	10,000	0	0%	$65.9K	$56.9K	-$9.0K	2026-11-02
Moors & Cabot, Inc.	UNCHANGED	10,000	10,000	0	0%	$65.9K	$56.9K	-$9.0K	2026-11-06
Fifth Third Bancorp	INCREASED	4,770	4,758	+12	+0%	$31.4K	$27.1K	-$4.2K	2026-11-05
Farmers & Merchants Investments Inc	UNCHANGED	4,344	4,344	0	0%	$28.6K	$24.7K	-$3.9K	2026-10-22
Pathway Financial Advisers, LLC	NEW	4,044	—	+4,044	—	—	$23.0K	—	2026-10-27
IFP Advisors, Inc	UNCHANGED	2,662	2,662	0	0%	$17.5K	$15.1K	-$2.4K	2026-10-16
Lanark Financial, Inc.	INCREASED	1,937	1,933	+4	+0%	$12.7K	$11.0K	-$1.7K	2026-10-26
Root Financial Partners, LLC	NEW	1,332	—	+1,332	—	—	$7.6K	—	2026-10-21
Allworth Financial LP	UNCHANGED	1,202	1,202	0	0%	$7.9K	$7.9K	$0	2026-11-06
MTM Investment Management, LLC	UNCHANGED	922	922	0	0%	$6.1K	$5.2K	-$830	2026-10-30
Assetmark, Inc	DECREASED	621	730	-109	-15%	$4.8K	$3.5K	-$1.3K	2026-10-21
Farther Finance Advisors, LLC	UNCHANGED	450	450	0	0%	$3.0K	$2.6K	-$405	2026-10-08
Highline Wealth Partners LLC	NEW	435	—	+435	—	—	$2.5K	—	2026-10-19
Ignite Planners, LLC	CLOSED	0	65,818	-65,818	-100%	$318.6K	$0	-$318.6K	2026-10-14
AdvisorNet Financial, Inc	CLOSED	0	1,549	-1,549	-100%	$10.2K	$0	-$10.2K	2026-10-15
Morgan Stanley	N/A	—	1,378,379	-1,378,379	-100%	$9.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	472,647	-472,647	-100%	$3.1M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	331,023	-331,023	-100%	$2.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	225,794	-225,794	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	188,270	-188,270	-100%	$1.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	141,870	-141,870	-100%	$935.0K	—	—	—
Raymond James Financial Inc	N/A	—	125,172	-125,172	-100%	$824.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	100,389	-100,389	-100%	$661.6K	—	—	—
Kovack Advisors, Inc.	N/A	—	64,031	-64,031	-100%	$421.8K	—	—	—
Core Wealth Advisors, Inc.	N/A	—	58,163	-58,163	-100%	$383.3K	—	—	—
Mariner, LLC	N/A	—	51,575	-51,575	-100%	$339.9K	—	—	—
Royal Bank of Canada	N/A	—	47,576	-47,576	-100%	$314.0K	—	—	—
Rothschild Investment LLC	N/A	—	46,294	-46,294	-100%	$305.1K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	46,112	-46,112	-100%	$303.9K	—	—	—
Private Advisor Group, LLC	N/A	—	36,850	-36,850	-100%	$242.8K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	30,084	-30,084	-100%	$198.3K	—	—	—
Stifel Financial Corp	N/A	—	27,419	-27,419	-100%	$180.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	26,868	-26,868	-100%	$177.1K	—	—	—
Bank of America Corp	N/A	—	25,583	-25,583	-100%	$168.6K	—	—	—
Piedmont Capital Management, LLC	N/A	—	24,977	-24,977	-100%	$164.5K	—	—	—
UBS Group AG	N/A	—	24,945	-24,945	-100%	$164.4K	—	—	—
Nuveen, LLC	N/A	—	24,566	-24,566	-100%	$161.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	20,016	-20,016	-100%	$131.9K	—	—	—
HRT Financial LP	N/A	—	18,051	-18,051	-100%	$118.0K	—	—	—
Focus Partners Wealth	N/A	—	17,654	-17,654	-100%	$116.3K	—	—	—
PFG Investments, LLC	N/A	—	17,182	-17,182	-100%	$113.2K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	15,076	-15,076	-100%	$99.4K	—	—	—
MML Investors Services, LLC	N/A	—	14,657	-14,657	-100%	$96.6K	—	—	—
Motco	N/A	—	14,277	-14,277	-100%	$94.1K	—	—	—
Jane Street Group, LLC	N/A	—	13,767	-13,767	-100%	$90.7K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	13,500	-13,500	-100%	$89.0K	—	—	—
XTX Topco Ltd	N/A	—	12,913	-12,913	-100%	$85.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,668	-11,668	-100%	$76.9K	—	—	—
Belpointe Asset Management LLC	N/A	—	11,399	-11,399	-100%	$75.1K	—	—	—
HighTower Advisors, LLC	N/A	—	11,350	-11,350	-100%	$74.8K	—	—	—
Turner Financial Group, Inc.	N/A	—	11,222	-11,222	-100%	$74.0K	—	—	—
BFC Planning, Inc.	N/A	—	10,426	-10,426	-100%	$68.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	9,600	-9,600	-100%	$63.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,350	-6,350	-100%	$41.8K	—	—	—
Brown Brothers Harriman & Co	N/A	—	5,640	-5,640	-100%	$37.2K	—	—	—
IFG Advisory, LLC	N/A	—	5,143	-5,143	-100%	$33.9K	—	—	—
Quantum Portfolio Management LLC	N/A	—	4,948	-4,948	-100%	$32.6K	—	—	—
Anchor Investment Management, LLC	N/A	—	2,611	-2,611	-100%	$17.2K	—	—	—
Arax Advisory Partners	N/A	—	2,301	-2,301	-100%	$15.2K	—	—	—
Highland Investment Advisors LLC	N/A	—	2,017	-2,017	-100%	$13.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,084	-1,084	-100%	$7.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	597	-597	-100%	$3.9K	—	—	—
Wells Fargo & Company	N/A	—	543	-543	-100%	$3.6K	—	—	—
Harbour Investments, Inc.	N/A	—	447	-447	-100%	$2.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	405	-405	-100%	$2.7K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	120	-120	-100%	$791	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	68	-68	-100%	$448	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$13	—	—	—

Showing 104 of 104 institutions