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Gabelli Dividend & Income TR (XGDVX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
DECREASED
Shares828,265 from 870,119
Change-41,854 (-5%)
Value$23.4M (-$2.1M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares623,472 from 568,342
Change+55,130 (+10%)
Value$17.6M (+$928.8K)
Filed 2026-11-06
Shaker Financial Services, LLC
INCREASED
Shares222,969 from 164,020
Change+58,949 (+36%)
Value$6.3M (+$1.5M)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
INCREASED
Shares189,491 from 173,745
Change+15,746 (+9%)
Value$5.4M (+$252.6K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares181,709 from 166,979
Change+14,730 (+9%)
Value$5.1M (+$231.4K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares150,941 from 142,435
Change+8,506 (+6%)
Value$4.3M (+$45.7K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares130,448 from 126,603
Change+3,845 (+3%)
Value$3.7M (-$31.8K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares114,344 from 75,483
Change+38,861 (+51%)
Value$3.2M (+$1.0M)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares104,569 from 88,163
Change+16,406 (+19%)
Value$3.0M (+$386.1K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares101,273 from 106,118
Change-4,845 (-5%)
Value$2.9K (-$3.1M)
Filed 2026-11-02
MSH Capital Advisors LLC
DECREASED
Shares100,734 from 100,946
Change-212 (0%)
Value$2.8M (-$118.1K)
Filed 2026-11-03
Live Oak Private Wealth LLC
UNCHANGED
Shares91,222 from 91,222
Change0 (0%)
Value$2.6M (-$101.3K)
Filed 2026-11-02
Silverlake Wealth Management LLC
DECREASED
Shares85,242 from 87,039
Change-1,797 (-2%)
Value$2.4M (-$147.5K)
Filed 2026-10-21
Private Wealth Partners, LLC
DECREASED
Shares79,359 from 79,859
Change-500 (-1%)
Value$2.2M (-$102.8K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares66,726 from 65,570
Change+1,156 (+2%)
Value$1.9M (-$40.1K)
Filed 2026-11-05
HighTower Advisors, LLC
INCREASED
Shares51,723 from 31,031
Change+20,692 (+67%)
Value$1.5M (+$551.0K)
Filed 2026-11-10
Stolper Co
DECREASED
Shares42,373 from 43,288
Change-915 (-2%)
Value$1.2K (-$74)
Filed 2026-10-13
Creative Planning
INCREASED
Shares41,228 from 37,737
Change+3,491 (+9%)
Value$1.2M (+$56.9K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
DECREASED
Shares40,912 from 41,382
Change-470 (-1%)
Value$1.2M (-$59.2K)
Filed 2026-10-21
D.A. Davidson & Co.
DECREASED
Shares37,835 from 39,855
Change-2,020 (-5%)
Value$1.1M (-$101.4K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares36,920 from 42,063
Change-5,143 (-12%)
Value$1.0M (-$192.2K)
Filed 2026-11-02
180 Wealth Advisors, LLC
DECREASED
Shares35,666 from 37,566
Change-1,900 (-5%)
Value$1.0M (-$95.5K)
Filed 2026-11-03
Wolverine Asset Management LLC
INCREASED
Shares33,281 from 12,545
Change+20,736 (+165%)
Value$941.5K (+$572.7K)
Filed 2026-11-02
North Star Investment Management Corp.
INCREASED
Shares32,772 from 32,627
Change+145 (+0%)
Value$927.1K (-$32.1K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares30,462 from 30,472
Change-10 (0%)
Value$861.8K (-$34.1K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED
Shares27,700 from 27,700
Change0 (0%)
Value$783.6K (-$30.7K)
Filed 2026-10-26
Quantedge Capital Pte Ltd
INCREASED
Shares27,041 from 15,341
Change+11,700 (+76%)
Value$765.0K (+$314.0K)
Filed 2026-11-10
Gilliland Jeter Wealth Management LLC
INCREASED
Shares26,847 from 26,552
Change+295 (+1%)
Value$759.5K (-$21.2K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares25,961 from 24,950
Change+1,011 (+4%)
Value$734.4K (+$915)
Filed 2026-10-28
Compound Planning, Inc.
INCREASED
Shares25,953 from 24,998
Change+955 (+4%)
Value$734.2K (-$728)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares24,041 from 18,260
Change+5,781 (+32%)
Value$680.1K (+$143.3K)
Filed 2026-10-16
Maltin Wealth Management, Inc.
INCREASED
Shares21,988 from 21,771
Change+217 (+1%)
Value$622.0K (-$18.0K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares20,770 from 20,895
Change-125 (-1%)
Value$587.6K (-$26.7K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares20,572 from 20,878
Change-306 (-1%)
Value$582.6K (-$30.5K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares20,191 from 18,970
Change+1,221 (+6%)
Value$571.2K (+$13.5K)
Filed 2026-10-23
PMG Family Office LLC
INCREASED
Shares19,183 from 19,114
Change+69 (+0%)
Value$542.7K (-$19.3K)
Filed 2026-10-19
Indivisible Partners
DECREASED
Shares18,652 from 18,716
Change-64 (0%)
Value$527.7K (-$22.6K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
UNCHANGED
Shares18,050 from 18,050
Change0 (0%)
Value$510.6K (-$20.0K)
Filed 2026-11-06
Contravisory Investment Management, Inc.
DECREASED
Shares17,713 from 19,145
Change-1,432 (-7%)
Value$501.1K (-$61.8K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares16,809 from 20,547
Change-3,738 (-18%)
Value$475.5K (-$128.5K)
Filed 2026-10-14
Cullen T Bankers, Inc.
DECREASED
Shares16,650 from 24,184
Change-7,534 (-31%)
Value$471.0K (-$240.0K)
Filed 2026-10-28
Gables Capital Management Inc.
DECREASED
Shares16,600 from 17,000
Change-400 (-2%)
Value$469.6K (-$30.2K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares16,288 from 15,051
Change+1,237 (+8%)
Value$460.8K (+$18.3K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares16,201 from 16,201
Change0 (0%)
Value$476.3K ($0)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares15,851 from 9,050
Change+6,801 (+75%)
Value$456.0K (+$191.7K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares15,005 from 14,371
Change+634 (+4%)
Value$425 (-$422.6K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares14,236 from 13,521
Change+715 (+5%)
Value$402.7K (+$5.2K)
Filed 2026-11-06
Aurora Private Wealth, Inc.
INCREASED
Shares13,726 from 13,693
Change+33 (+0%)
Value$388 (-$402.6K)
Filed 2026-10-20
Morton Capital Management LLC
UNCHANGED
Shares12,912 from 12,912
Change0 (0%)
Value$365.3K (-$14.3K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares11,853 from 10,622
Change+1,231 (+12%)
Value$335.3K (+$23.0K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares11,468 from 14,946
Change-3,478 (-23%)
Value$324.4K (-$115.0K)
Filed 2026-10-30
Vista Investment Partners II, LLC
DECREASED
Shares11,169 from 11,585
Change-416 (-4%)
Value$316.0K (-$24.6K)
Filed 2026-10-15
Integrity Alliance, Llc.
NEW
Shares10,966
Change+10,966
Value$310.2K
Filed 2026-10-29
Abel Hall, LLC
UNCHANGED
Shares10,560 from 10,560
Change0 (0%)
Value$298.7K (-$11.7K)
Filed 2026-10-19
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$291.4K (-$11.4K)
Filed 2026-10-30
SMH Capital Advisors Inc
INCREASED
Shares9,662 from 9,399
Change+263 (+3%)
Value$273.3K (-$3.0K)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares9,487 from 9,849
Change-362 (-4%)
Value$266.8K (-$23.3K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
INCREASED
Shares9,425 from 9,366
Change+59 (+1%)
Value$266.6K (-$8.8K)
Filed 2026-10-16
Waterfront Wealth Inc.
UNCHANGED
Shares9,415 from 9,415
Change0 (0%)
Value$267.4K (-$12.0K)
Filed 2026-11-03
MRA Advisory Group
INCREASED
Shares9,266 from 9,198
Change+68 (+1%)
Value$262.1K (-$8.3K)
Filed 2026-10-07
Horizon Wealth Management, LLC
UNCHANGED
Shares9,185 from 9,185
Change0 (0%)
Value$259.9K (-$10.2K)
Filed 2026-11-02
Centurion Wealth Management LLC
UNCHANGED
Shares9,122 from 9,122
Change0 (0%)
Value$258.1K (-$10.1K)
Filed 2026-10-13
Echo45 Advisors LLC
UNCHANGED
Shares8,714 from 8,714
Change0 (0%)
Value$246.5K (-$9.7K)
Filed 2026-10-07
US Bancorp \de\
NEW
Shares8,700
Change+8,700
Value$246.1K
Filed 2026-11-05
Closed-End Fund Advisors, Inc.
DECREASED
Shares8,603 from 8,937
Change-334 (-4%)
Value$243.4K (-$19.4K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares8,563 from 8,672
Change-109 (-1%)
Value$242.2K (-$12.7K)
Filed 2026-10-27
Constitution Capital LLC
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$234.8K (-$9.2K)
Filed 2026-10-23
NWF Advisory Services Inc.
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$212.2K (-$8.3K)
Filed 2026-10-19
Thrive Wealth Management, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$212.2K (-$8.3K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares7,314 from 7,314
Change0 (0%)
Value$206.9K (-$6.7K)
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares6,067 from 6,067
Change0 (0%)
Value$171.6K (-$6.7K)
Filed 2026-10-26
Activest Wealth Management
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$137.9K (-$5.4K)
Filed 2026-10-15
Geneos Wealth Management Inc.
DECREASED
Shares4,464 from 6,079
Change-1,615 (-27%)
Value$126.3K (-$52.4K)
Filed 2026-11-09
Lanark Financial, Inc.
UNCHANGED
Shares4,130 from 4,130
Change0 (0%)
Value$116.8K (-$4.6K)
Filed 2026-10-26
Assetmark, Inc
UNCHANGED
Shares3,123 from 3,123
Change0 (0%)
Value$88.4K (-$3.5K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
NEW
Shares2,697
Change+2,697
Value$76.3K
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares2,444
Change+2,444
Value$69.1K
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$66.6K (-$2.6K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$60.5K (-$2.4K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares1,978 from 1,973
Change+5 (+0%)
Value$56.0K (-$2.1K)
Filed 2026-10-08
Russell Investments Group, Ltd.
INCREASED
Shares1,808 from 560
Change+1,248 (+223%)
Value$51.2K (+$34.7K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$47.7K (-$1.9K)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$40.9K (-$1.6K)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$40.5K (-$1.6K)
Filed 2026-10-05
GS Investments, Inc.
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$37.7K (-$1.5K)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares1,135 from 1,118
Change+17 (+2%)
Value$32.1K (-$761)
Filed 2026-11-02
Valley Wealth Managers, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.3K (-$1.1K)
Filed 2026-10-09
Center for Financial Planning, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.3K (-$1.1K)
Filed 2026-10-26
Darwin Wealth Management, LLC
UNCHANGED
Shares848 from 848
Change0 (0%)
Value$24.0K (-$942)
Filed 2026-11-09
Rothwell Investment Advisors, LLC
NEW
Shares814
Change+814
Value$23.0K
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$21.8K (-$857)
Filed 2026-11-02
WPG Advisers, LLC
DECREASED
Shares746 from 788
Change-42 (-5%)
Value$21.1K (-$2.1K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares734 from 722
Change+12 (+2%)
Value$21 ($0)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares585 from 909
Change-324 (-36%)
Value$16.6K (-$10.2K)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$16.5K (-$778)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
DECREASED
Shares580 from 1,580
Change-1,000 (-63%)
Value$16.4K (-$30.0K)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$15.5K (-$636)
Filed 2026-10-29
Quent Capital, LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$14.7K (-$513)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares367 from 1,411
Change-1,044 (-74%)
Value$10.4K (-$31.1K)
Filed 2026-11-09
Blue Trust, Inc.
INCREASED
Shares305 from 300
Change+5 (+2%)
Value$8.6K (-$204)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$6.8K (-$267)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares187
Change+187
Value$5.3K
Filed 2026-10-21
Tsfg, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$5 ($0)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.2K (-$166)
Filed 2026-10-13
Toth Financial Advisory Corp
NEW
Shares107
Change+107
Value$3.0K
Filed 2026-10-08
Barrett & Company, Inc.
INCREASED
Shares69 from 68
Change+1 (+1%)
Value$2.0K (-$46)
Filed 2026-10-22
Larson Financial Group LLC
DECREASED
Shares7 from 2,958
Change-2,951 (-100%)
Value$199 (-$86.8K)
Filed 2026-11-05
Grandview Asset Management LLC
CLOSED
Shares0 from 16,300
Change-16,300 (-100%)
Value$0 (-$479.2K)
Filed 2026-10-19
Brookstone Capital Management
CLOSED
Shares0 from 8,710
Change-8,710 (-100%)
Value$0 (-$256.1K)
Filed 2026-10-22
Connecticut Wealth Management, LLC
CLOSED
Shares0 from 6,920
Change-6,920 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,979
Change-1,979 (-100%)
Value$0 (-$58.2K)
Filed 2026-10-13
Navigoe, LLC
CLOSED
Shares0 from 1,958
Change-1,958 (-100%)
Value$0 (-$57.0K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,109
Change-1,109 (-100%)
Value$0 (-$32.6K)
Filed 2026-10-26
Towne Trust Company, N.a
CLOSED
Shares0 from 768
Change-768 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 646
Change-646 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-04
Highline Wealth Partners LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-19
LifeSteps Financial, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 8,035,248
Change-8,035,248 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 4,679,415
Change-4,679,415 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,444,270
Change-1,444,270 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,408,394
Change-1,408,394 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,359,383
Change-1,359,383 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 684,610
Change-684,610 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 638,803
Change-638,803 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 626,000
Change-626,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 538,270
Change-538,270 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 497,861
Change-497,861 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 365,524
Change-365,524 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 364,886
Change-364,886 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 299,458
Change-299,458 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 276,151
Change-276,151 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 262,242
Change-262,242 (-100%)
Value—
&partners
N/A
Shares— from 150,231
Change-150,231 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 129,305
Change-129,305 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 129,054
Change-129,054 (-100%)
Value—
UBS Group AG
N/A
Shares— from 121,266
Change-121,266 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 95,085
Change-95,085 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 67,372
Change-67,372 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 66,086
Change-66,086 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 61,252
Change-61,252 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,481
Change-53,481 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 52,779
Change-52,779 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 47,017
Change-47,017 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 42,927
Change-42,927 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 41,773
Change-41,773 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 41,186
Change-41,186 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 38,241
Change-38,241 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 34,353
Change-34,353 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 32,490
Change-32,490 (-100%)
Value—
Stephens Inc
N/A
Shares— from 31,011
Change-31,011 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,472
Change-30,472 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 26,800
Change-26,800 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,137
Change-25,137 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 24,815
Change-24,815 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,019
Change-15,019 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 14,573
Change-14,573 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 13,905
Change-13,905 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,793
Change-13,793 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,001
Change-13,001 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,471
Change-12,471 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,739
Change-11,739 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,098
Change-11,098 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,165
Change-9,165 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,096
Change-9,096 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,477
Change-8,477 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,086
Change-8,086 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 840
Change-840 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 797
Change-797 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 793
Change-793 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 419
Change-419 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 258
Change-258 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 199
Change-199 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
DECREASED828,265870,119-41,854-5%$25.6M$23.4M-$2.1M2026-11-04
LPL Financial LLC
INCREASED623,472568,342+55,130+10%$16.7M$17.6M+$928.8K2026-11-06
Shaker Financial Services, LLC
INCREASED222,969164,020+58,949+36%$4.8M$6.3M+$1.5M2026-10-14
Blue Bell Private Wealth Management, LLC
INCREASED189,491173,745+15,746+9%$5.1M$5.4M+$252.6K2026-10-29
Oppenheimer & Co Inc
INCREASED181,709166,979+14,730+9%$4.9M$5.1M+$231.4K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED150,941142,435+8,506+6%$4.2M$4.3M+$45.7K2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED130,448126,603+3,845+3%$3.7M$3.7M-$31.8K2026-10-13
Kestra Advisory Services, LLC
INCREASED114,34475,483+38,861+51%$2.2M$3.2M+$1.0M2026-11-02
Prospera Financial Services Inc
INCREASED104,56988,163+16,406+19%$2.6M$3.0M+$386.1K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED101,273106,118-4,845-5%$3.1M$2.9K-$3.1M2026-11-02
MSH Capital Advisors LLC
DECREASED100,734100,946-2120%$3.0M$2.8M-$118.1K2026-11-03
Live Oak Private Wealth LLC
UNCHANGED91,22291,22200%$2.7M$2.6M-$101.3K2026-11-02
Silverlake Wealth Management LLC
DECREASED85,24287,039-1,797-2%$2.6M$2.4M-$147.5K2026-10-21
Private Wealth Partners, LLC
DECREASED79,35979,859-500-1%$2.3M$2.2M-$102.8K2026-10-22
Fifth Third Bancorp
INCREASED66,72665,570+1,156+2%$1.9M$1.9M-$40.1K2026-11-05
HighTower Advisors, LLC
INCREASED51,72331,031+20,692+67%$912.3K$1.5M+$551.0K2026-11-10
Stolper Co
DECREASED42,37343,288-915-2%$1.3K$1.2K-$742026-10-13
Creative Planning
INCREASED41,22837,737+3,491+9%$1.1M$1.2M+$56.9K2026-11-02
Kennedy Investment Group, Inc.
DECREASED40,91241,382-470-1%$1.2M$1.2M-$59.2K2026-10-21
D.A. Davidson & Co.
DECREASED37,83539,855-2,020-5%$1.2M$1.1M-$101.4K2026-10-28
Commonwealth Equity Services, LLC
DECREASED36,92042,063-5,143-12%$1.2M$1.0M-$192.2K2026-11-02
180 Wealth Advisors, LLC
DECREASED35,66637,566-1,900-5%$1.1M$1.0M-$95.5K2026-11-03
Wolverine Asset Management LLC
INCREASED33,28112,545+20,736+165%$368.8K$941.5K+$572.7K2026-11-02
North Star Investment Management Corp.
INCREASED32,77232,627+145+0%$959.2K$927.1K-$32.1K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED30,46230,472-100%$895.9K$861.8K-$34.1K2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED27,70027,70000%$814.4K$783.6K-$30.7K2026-10-26
Quantedge Capital Pte Ltd
INCREASED27,04115,341+11,700+76%$451.0K$765.0K+$314.0K2026-11-10
Gilliland Jeter Wealth Management LLC
INCREASED26,84726,552+295+1%$780.6K$759.5K-$21.2K2026-10-28
MGO One Seven LLC
INCREASED25,96124,950+1,011+4%$733.5K$734.4K+$9152026-10-28
Compound Planning, Inc.
INCREASED25,95324,998+955+4%$734.9K$734.2K-$7282026-11-09
IFP Advisors, Inc
INCREASED24,04118,260+5,781+32%$536.8K$680.1K+$143.3K2026-10-16
Maltin Wealth Management, Inc.
INCREASED21,98821,771+217+1%$640.1K$622.0K-$18.0K2026-10-13
PNC Financial Services Group, Inc.
DECREASED20,77020,895-125-1%$614.3K$587.6K-$26.7K2026-11-06
Level Four Advisory Services, LLC
DECREASED20,57220,878-306-1%$613.1K$582.6K-$30.5K2026-11-06
Sigma Planning Corp
INCREASED20,19118,970+1,221+6%$557.7K$571.2K+$13.5K2026-10-23
PMG Family Office LLC
INCREASED19,18319,114+69+0%$562.0K$542.7K-$19.3K2026-10-19
Indivisible Partners
DECREASED18,65218,716-640%$550.2K$527.7K-$22.6K2026-10-26
Institute for Wealth Management, Llc.
UNCHANGED18,05018,05000%$530.7K$510.6K-$20.0K2026-11-06
Contravisory Investment Management, Inc.
DECREASED17,71319,145-1,432-7%$562.9K$501.1K-$61.8K2026-10-13
Davenport & Co LLC
DECREASED16,80920,547-3,738-18%$604.1K$475.5K-$128.5K2026-10-14
Cullen T Bankers, Inc.
DECREASED16,65024,184-7,534-31%$711.0K$471.0K-$240.0K2026-10-28
Gables Capital Management Inc.
DECREASED16,60017,000-400-2%$499.8K$469.6K-$30.2K2026-11-04
Nations Financial Group Inc,
INCREASED16,28815,051+1,237+8%$442.5K$460.8K+$18.3K2026-11-05
Allworth Financial LP
UNCHANGED16,20116,20100%$476.3K$476.3K$02026-11-06
StoneX Group Inc.
INCREASED15,8519,050+6,801+75%$264.3K$456.0K+$191.7K2026-11-03
Wedbush Securities Inc
INCREASED15,00514,371+634+4%$423.0K$425-$422.6K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED14,23613,521+715+5%$397.5K$402.7K+$5.2K2026-11-06
Aurora Private Wealth, Inc.
INCREASED13,72613,693+33+0%$403.0K$388-$402.6K2026-10-20
Morton Capital Management LLC
UNCHANGED12,91212,91200%$379.6K$365.3K-$14.3K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED11,85310,622+1,231+12%$312.3K$335.3K+$23.0K2026-10-16
Truist Financial Corp
DECREASED11,46814,946-3,478-23%$439.4K$324.4K-$115.0K2026-10-30
Vista Investment Partners II, LLC
DECREASED11,16911,585-416-4%$340.6K$316.0K-$24.6K2026-10-15
Integrity Alliance, Llc.
NEW10,966—+10,966——$310.2K—2026-10-29
Abel Hall, LLC
UNCHANGED10,56010,56000%$310.5K$298.7K-$11.7K2026-10-19
Cordgrass Capital Advisors, LLC
UNCHANGED10,30010,30000%$302.8K$291.4K-$11.4K2026-10-30
SMH Capital Advisors Inc
INCREASED9,6629,399+263+3%$276.3K$273.3K-$3.0K2026-10-29
International Assets Investment Management, LLC
DECREASED9,4879,849-362-4%$290.1K$266.8K-$23.3K2026-11-02
Quad-Cities Investment Group, LLC
INCREASED9,4259,366+59+1%$275.4K$266.6K-$8.8K2026-10-16
Waterfront Wealth Inc.
UNCHANGED9,4159,41500%$279.4K$267.4K-$12.0K2026-11-03
MRA Advisory Group
INCREASED9,2669,198+68+1%$270.4K$262.1K-$8.3K2026-10-07
Horizon Wealth Management, LLC
UNCHANGED9,1859,18500%$270.1K$259.9K-$10.2K2026-11-02
Centurion Wealth Management LLC
UNCHANGED9,1229,12200%$268.2K$258.1K-$10.1K2026-10-13
Echo45 Advisors LLC
UNCHANGED8,7148,71400%$256.2K$246.5K-$9.7K2026-10-07
US Bancorp \de\
NEW8,700—+8,700——$246.1K—2026-11-05
Closed-End Fund Advisors, Inc.
DECREASED8,6038,937-334-4%$262.7K$243.4K-$19.4K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED8,5638,672-109-1%$255.0K$242.2K-$12.7K2026-10-27
Constitution Capital LLC
UNCHANGED8,3008,30000%$244.0K$234.8K-$9.2K2026-10-23
NWF Advisory Services Inc.
UNCHANGED7,5007,50000%$220.5K$212.2K-$8.3K2026-10-19
Thrive Wealth Management, LLC
UNCHANGED7,5007,50000%$220.5K$212.2K-$8.3K2026-10-13
B. Riley Wealth Advisors, Inc.
UNCHANGED7,3147,31400%$213.6K$206.9K-$6.7K2026-10-13
Oakworth Capital, Inc.
UNCHANGED6,0676,06700%$178.4K$171.6K-$6.7K2026-10-26
Activest Wealth Management
UNCHANGED4,8754,87500%$143.3K$137.9K-$5.4K2026-10-15
Geneos Wealth Management Inc.
DECREASED4,4646,079-1,615-27%$178.7K$126.3K-$52.4K2026-11-09
Lanark Financial, Inc.
UNCHANGED4,1304,13000%$121.4K$116.8K-$4.6K2026-10-26
Assetmark, Inc
UNCHANGED3,1233,12300%$91.8K$88.4K-$3.5K2026-10-21
Pathway Financial Advisers, LLC
NEW2,697—+2,697——$76.3K—2026-10-27
Next Level Wealth Planning, LLC
NEW2,444—+2,444——$69.1K—2026-10-29
Beacon Investment Advisory Services, Inc.
UNCHANGED2,3552,35500%$69.2K$66.6K-$2.6K2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED2,1392,13900%$62.9K$60.5K-$2.4K2026-10-27
Farther Finance Advisors, LLC
INCREASED1,9781,973+5+0%$58.0K$56.0K-$2.1K2026-10-08
Russell Investments Group, Ltd.
INCREASED1,808560+1,248+223%$16.5K$51.2K+$34.7K2026-11-06
Provenance Wealth Advisors, LLC
UNCHANGED1,6851,68500%$49.5K$47.7K-$1.9K2026-10-30
Parallel Advisors, LLC
UNCHANGED1,4461,44600%$42.5K$40.9K-$1.6K2026-11-03
Eastern Bank
UNCHANGED1,4321,43200%$42.1K$40.5K-$1.6K2026-10-05
GS Investments, Inc.
UNCHANGED1,3311,33100%$39.1K$37.7K-$1.5K2026-11-05
Golden State Wealth Management, LLC
INCREASED1,1351,118+17+2%$32.9K$32.1K-$7612026-11-02
Valley Wealth Managers, Inc.
UNCHANGED1,0001,00000%$29.4K$28.3K-$1.1K2026-10-09
Center for Financial Planning, Inc.
UNCHANGED1,0001,00000%$29.4K$28.3K-$1.1K2026-10-26
Darwin Wealth Management, LLC
UNCHANGED84884800%$24.9K$24.0K-$9422026-11-09
Rothwell Investment Advisors, LLC
NEW814—+814——$23.0K—2026-11-06
Key FInancial Inc
UNCHANGED77277200%$22.7K$21.8K-$8572026-11-02
WPG Advisers, LLC
DECREASED746788-42-5%$23.2K$21.1K-$2.1K2026-10-27
Capital Advisors, Ltd. LLC
INCREASED734722+12+2%$21$21$02026-10-27
Creative Financial Designs Inc
DECREASED585909-324-36%$26.7K$16.6K-$10.2K2026-11-04
Community Financial Services Group, LLC
UNCHANGED58558500%$17.2K$16.5K-$7782026-10-15
Hilton Head Capital Partners, LLC
DECREASED5801,580-1,000-63%$46.5K$16.4K-$30.0K2026-10-23
Salomon & Ludwin, LLC
UNCHANGED54854800%$16.1K$15.5K-$6362026-10-29
Quent Capital, LLC
UNCHANGED51851800%$15.2K$14.7K-$5132026-11-09
Harbour Investments, Inc.
DECREASED3671,411-1,044-74%$41.5K$10.4K-$31.1K2026-11-09
Blue Trust, Inc.
INCREASED305300+5+2%$8.8K$8.6K-$2042026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED24124100%$7.1K$6.8K-$2672026-10-21
Root Financial Partners, LLC
NEW187—+187——$5.3K—2026-10-21
Tsfg, LLC
UNCHANGED18318300%$5$5$02026-10-23
Cape Investment Advisory, Inc.
UNCHANGED15015000%$4.4K$4.2K-$1662026-10-13
Toth Financial Advisory Corp
NEW107—+107——$3.0K—2026-10-08
Barrett & Company, Inc.
INCREASED6968+1+1%$2.0K$2.0K-$462026-10-22
Larson Financial Group LLC
DECREASED72,958-2,951-100%$87.0K$199-$86.8K2026-11-05
Grandview Asset Management LLC
CLOSED016,300-16,300-100%$479.2K$0-$479.2K2026-10-19
Brookstone Capital Management
CLOSED08,710-8,710-100%$256.1K$0-$256.1K2026-10-22
Connecticut Wealth Management, LLC
CLOSED06,920-6,920-100%$203.4K$0-$203.4K2026-10-13
Salem Investment Counselors Inc
CLOSED01,979-1,979-100%$58.2K$0-$58.2K2026-10-13
Navigoe, LLC
CLOSED01,958-1,958-100%$57.0K$0-$57.0K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED01,109-1,109-100%$32.6K$0-$32.6K2026-10-26
Towne Trust Company, N.a
CLOSED0768-768-100%$22.6K$0-$22.6K2026-10-28
MCF Advisors LLC
CLOSED0646-646-100%$19.0K$0-$19.0K2026-10-28
1620 Investment Advisors, Inc.
CLOSED0200-200-100%$5.9K$0-$5.9K2026-11-04
Highline Wealth Partners LLC
CLOSED0100-100-100%$2.9K$0-$2.9K2026-10-19
LifeSteps Financial, Inc.
CLOSED040-40-100%$1.2K$0-$1.2K2026-10-15
Morgan Stanley
N/A—8,035,248-8,035,248-100%$236.2M———
Saba Capital Management, L.P.A
N/A—4,679,415-4,679,415-100%$137.6M———
Karpus Management, Inc.
N/A—1,444,270-1,444,270-100%$42.5M———
Wells Fargo & Company
N/A—1,408,394-1,408,394-100%$41.4M———
Raymond James Financial Inc
N/A—1,359,383-1,359,383-100%$40.0M———
Advisors Asset Management, Inc.
N/A—684,610-684,610-100%$20.1M———
SIT Investment Associates Inc
N/A—638,803-638,803-100%$18.8M———
Gabelli & Co Investment Advisers, Inc.
N/A—626,000-626,000-100%$18.4M———
Royal Bank of Canada
N/A—538,270-538,270-100%$15.8M———
Bank of America Corp
N/A—497,861-497,861-100%$14.6M———
Steward Partners Investment Advisory, LLC
N/A—365,524-365,524-100%$10.7M———
Cohen & Steers, Inc.
N/A—364,886-364,886-100%$10.7M———
Bulldog Investors, LLPA
N/A—299,458-299,458-100%$8.8M———
Stifel Financial Corp
N/A—276,151-276,151-100%$8.1M———
Capstone Investment Advisors, LLC
N/A—262,242-262,242-100%$7.7M———
&partners
N/A—150,231-150,231-100%$4.4M———
First Trust Advisors LP
N/A—129,305-129,305-100%$3.8M———
Rockefeller Capital Management L.P.
N/A—129,054-129,054-100%$3.8M———
UBS Group AG
N/A—121,266-121,266-100%$3.6M———
Evolve Private Wealth, LLC
N/A—95,085-95,085-100%$2.8M———
Osaic Holdings, Inc.
N/A—67,372-67,372-100%$2.0M———
Janney Montgomery Scott LLC
N/A—66,086-66,086-100%$1.9M———
Summit Financial, LLC
N/A—61,252-61,252-100%$1.8M———
Cetera Investment Advisers
N/A—53,481-53,481-100%$1.6M———
Guggenheim Capital LLC
N/A—52,779-52,779-100%$1.6M———
Sanctuary Advisors, LLC
N/A—47,017-47,017-100%$1.4M———
Focus Partners Wealth
N/A—42,927-42,927-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—41,773-41,773-100%$1.2M———
Gamco Investors, Inc. ET AL
N/A—41,186-41,186-100%$1.2M———
NewEdge Advisors, LLC
N/A—38,241-38,241-100%$1.1M———
Dakota Wealth Management
N/A—34,353-34,353-100%$1.0M———
Z3 Capital Partners, LLC
N/A—32,490-32,490-100%$955.2K———
Stephens Inc
N/A—31,011-31,011-100%$911.7K———
Vestmark Advisory Solutions, Inc.
N/A—30,472-30,472-100%$895.9K———
Kanen Wealth Management LLCA
N/A—26,800-26,800-100%$787.9K———
Waverly Advisors, LLC
N/A—25,137-25,137-100%$739.0K———
XTX Topco Ltd
N/A—24,815-24,815-100%$729.6K———
Sequoia Financial Advisors, LLC
N/A—21,000-21,000-100%$617.4K———
EP Wealth Advisors, LLC
N/A—15,019-15,019-100%$441.6K———
Private Advisor Group, LLC
N/A—15,012-15,012-100%$441.3K———
Harbour Wealth Management Group, Inc.
N/A—14,573-14,573-100%$428.4K———
Envestnet Asset Management Inc
N/A—14,111-14,111-100%$414.9K———
Atlas Wealth LLC
N/A—13,905-13,905-100%$408.8K———
Equitable Holdings, Inc.
N/A—13,793-13,793-100%$405.5K———
Arax Advisory Partners
N/A—13,001-13,001-100%$382.2K———
Mariner, LLC
N/A—12,471-12,471-100%$366.6K———
AQR Capital Management LLC
N/A—11,739-11,739-100%$345.1K———
HRT Financial LP
N/A—11,189-11,189-100%$328.0K———
Wealthspire Advisors, LLC
N/A—11,112-11,112-100%$326.7K———
Baird Financial Group, Inc.
N/A—11,098-11,098-100%$326.3K———
Sargent Investment Group, LLC
N/A—10,000-10,000-100%$294.0K———
Private Wealth Advisors, LLC
N/A—9,373-9,373-100%$275.6K———
Cresset Asset Management, LLC
N/A—9,165-9,165-100%$269.5K———
Commerce Bank
N/A—9,096-9,096-100%$267.4K———
Jane Street Group, LLC
N/A—9,087-9,087-100%$267.2K———
Smith, Moore & Co.
N/A—8,477-8,477-100%$249.2K———
Beacon Pointe Advisors, LLC
N/A—8,388-8,388-100%$246.6K———
MML Investors Services, LLC
N/A—8,147-8,147-100%$239.5K———
Gladstone Institutional Advisory LLC
N/A—8,086-8,086-100%$237.7K———
Matrix Private Capital Group LLC
N/A—7,828-7,828-100%$230.1K———
Captrust Financial Advisors
N/A—7,492-7,492-100%$220.3K———
Foundations Investment Advisors, LLC
N/A—7,259-7,259-100%$213.4K———
Ameriprise Financial Inc
N/A—7,191-7,191-100%$211.4K———
Ancora Advisors LLCA
N/A—6,233-6,233-100%$183.3K———
Atlantic Union Bankshares Corp
N/A—4,800-4,800-100%$141.1K———
Global Retirement Partners, LLC
N/A—4,761-4,761-100%$140.0K———
Bartlett & Co. Wealth Management LLC
N/A—4,312-4,312-100%$126.8K———
Bogart Wealth, LLC
N/A—4,184-4,184-100%$123.0K———
BFC Planning, Inc.
N/A—3,864-3,864-100%$113.6K———
SOA Wealth Advisors, Llc.
N/A—2,672-2,672-100%$78.6K———
Fiduciary Financial Advisors
N/A—2,337-2,337-100%$68.6K———
Kilter Group LLC
N/A—1,600-1,600-100%$47.0K———
Allied Private Wealth LLC
N/A—1,338-1,338-100%$39.6K———
Federation des caisses Desjardins du Quebec
N/A—1,000-1,000-100%$29.4K———
Medallion Wealth Advisors, LLC
N/A—1,000-1,000-100%$29.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—840-840-100%$24.7K———
BlackRock, Inc.
N/A—797-797-100%$23.4K———
JPMorgan Chase & Co
N/A—793-793-100%$23.2K———
Keating Financial Advisory Services, Inc.
N/A—420-420-100%$12.3K———
Crews Bank & Trust
N/A—419-419-100%$12.3K———
Glen Eagle Advisors, LLC
N/A—300-300-100%$8.8K———
UBS Asset Management Americas LLC
N/A—276-276-100%$8.1K———
Jones Financial Companies Lllp
N/A—258-258-100%$7.4K———
Thomas J. Herzfeld Advisors, Inc.
N/A—248-248-100%$7.3K———
Mark Sheptoff Financial Planning, LLC
N/A—200-200-100%$5.9K———
Northwestern Mutual Wealth Management Co
N/A—199-199-100%$5.9K———
Huntington National Bank
N/A—1-1-100%$29———
Showing 205 of 205 institutions