General American Investors (GAM)

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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Blue Bell Private Wealth Management, LLC

INCREASED

Shares835,331 from 825,486

Change+9,845 (+1%)

Value$53.0M (+$368.7K)

Filed 2026-10-29

Allspring Global Investments Holdings, LLC

DECREASED

Shares442,761 from 457,688

Change-14,927 (-3%)

Value$28.1M (-$1.1M)

Filed 2026-11-04

Neville Rodie & Shaw Inc

DECREASED

Shares292,881 from 293,958

Change-1,077 (0%)

Value$18.6K (-$160)

Filed 2026-10-05

Levin Capital Strategies, L.P.

DECREASED

Shares103,321 from 107,324

Change-4,003 (-4%)

Value$6.6M (-$287.0K)

Filed 2026-11-02

Shaker Financial Services, LLC

DECREASED

Shares61,535 from 81,300

Change-19,765 (-24%)

Value$3.9M (-$1.3M)

Filed 2026-10-14

Altium Capital Management LLC

UNCHANGED

Shares48,755 from 48,755

Change0 (0%)

Value$3.1M (-$15.1K)

Filed 2026-11-04

Samalin Investment Counsel, LLC

INCREASED

Shares41,332 from 25,234

Change+16,098 (+64%)

Value$2.6M (+$1.0M)

Filed 2026-10-23

Wolverine Asset Management LLC

INCREASED

Shares39,269 from 28,703

Change+10,566 (+37%)

Value$2.5M (+$661.4K)

Filed 2026-11-02

Waller Financial Planning Group, Inc

UNCHANGED

Shares19,563 from 19,563

Change0 (0%)

Value$1.2M (-$6.1K)

Filed 2026-10-07

Commonwealth Equity Services, LLC

DECREASED

Shares17,075 from 18,859

Change-1,784 (-9%)

Value$1.1M (-$119.0K)

Filed 2026-11-02

Overbrook Management Corp

UNCHANGED

Shares16,395 from 16,395

Change0 (0%)

Value$1.0M (-$5.1K)

Filed 2026-10-08

Mraz, Amerine & Associates, Inc.

DECREASED

Shares16,362 from 18,151

Change-1,789 (-10%)

Value$1.0M (-$119.1K)

Filed 2026-10-30

Advocate Investing Services LLC

UNCHANGED

Shares12,269 from 12,269

Change0 (0%)

Value$778.3K (-$3.8K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares10,134 from 9,988

Change+146 (+1%)

Value$643.0K (+$6.0K)

Filed 2026-11-02

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

UNCHANGED

Shares9,576 from 9,576

Change0 (0%)

Value$607.5K (-$3.0K)

Filed 2026-10-14

Uncommon Cents Investing Inc

UNCHANGED

Shares9,507 from 9,507

Change0 (0%)

Value$603.1K (-$2.9K)

Filed 2026-10-20

Cornerstone Planning, LLC

UNCHANGED

Shares7,136 from 7,136

Change0 (0%)

Value$454.9K ($0)

Filed 2026-10-27

Nixon Peabody Trust Co

UNCHANGED

Shares7,047 from 7,047

Change0 (0%)

Value$447.1K (-$2.2K)

Filed 2026-10-23

Stolper Co

UNCHANGED

Shares6,307 from 6,307

Change0 (0%)

Value$400.0K (+$399.6K)

Filed 2026-10-13

Park Avenue Securities LLC

DECREASED

Shares5,392 from 5,509

Change-117 (-2%)

Value$342.0K (-$9.0K)

Filed 2026-10-26

Sagespring Wealth Partners, LLC

UNCHANGED

Shares5,223 from 5,223

Change0 (0%)

Value$331.3K (-$1.6K)

Filed 2026-10-22

Tompkins Financial Corp

UNCHANGED

Shares5,103 from 5,103

Change0 (0%)

Value$323.7K (-$1.6K)

Filed 2026-10-05

Advisory Advocates, LLC

INCREASED

Shares4,910 from 4,260

Change+650 (+15%)

Value$311.5K (+$39.9K)

Filed 2026-11-05

Compass Wealth Management LLC

UNCHANGED

Shares4,848 from 4,848

Change0 (0%)

Value$307.6K (-$1.5K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

NEW

Shares4,430

Change+4,430

Value$283.8K

Filed 2026-10-13

Regions Financial Corp

UNCHANGED

Shares4,003 from 4,003

Change0 (0%)

Value$254.0K (-$1.2K)

Filed 2026-11-05

Mission Wealth Management, LP

UNCHANGED

Shares3,964 from 3,964

Change0 (0%)

Value$251.5K (-$1.2K)

Filed 2026-10-15

BCS Wealth Management

UNCHANGED

Shares3,866 from 3,866

Change0 (0%)

Value$245.3K (-$1.2K)

Filed 2026-11-03

Eastern Bank

UNCHANGED

Shares1,723 from 1,723

Change0 (0%)

Value$109.3K (-$534)

Filed 2026-10-05

US Bancorp \de\

NEW

Shares1,497

Change+1,497

Value$95.0K

Filed 2026-11-05

Farther Finance Advisors, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$69.8K (+$363)

Filed 2026-10-08

Armstrong Advisory Group, Inc

UNCHANGED

Shares1,026 from 1,026

Change0 (0%)

Value$65.1K (-$318)

Filed 2026-10-09

Birchwood Financial Partners, Inc.

UNCHANGED

Shares918 from 918

Change0 (0%)

Value$58.2K (-$285)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

INCREASED

Shares570 from 18

Change+552 (+3067%)

Value$36.2K (+$35.0K)

Filed 2026-11-04

Signaturefd, LLC

NEW

Shares263

Change+263

Value$16.7K

Filed 2026-10-23

Assetmark, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.0K (-$5)

Filed 2026-10-21

Imc-Chicago, LLC

CLOSED

Shares0 from 4,929

Change-4,929 (-100%)

Value$0 (-$314.2K)

Filed 2026-11-05

Prospera Financial Services Inc

CLOSED

Shares0 from 4,013

Change-4,013 (-100%)

Value$0 (-$255.8K)

Filed 2026-11-04

Robinswood Financial LLC

CLOSED

Shares0 from 3,832

Change-3,832 (-100%)

Value$0 (-$244.3K)

Filed 2026-10-20

Quad-Cities Investment Group, LLC

CLOSED

Shares0 from 3,245

Change-3,245 (-100%)

Value$0 (-$206.9K)

Filed 2026-10-16

Salem Investment Counselors Inc

CLOSED

Shares0 from 890

Change-890 (-100%)

Value$0 (-$56.7K)

Filed 2026-10-13

Saba Capital Management, L.P.A

N/A

Shares— from 1,751,470

Change-1,751,470 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,583,896

Change-1,583,896 (-100%)

Value—

Bulldog Investors, LLPA

N/A

Shares— from 296,450

Change-296,450 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 259,999

Change-259,999 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 239,704

Change-239,704 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 219,054

Change-219,054 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 194,758

Change-194,758 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 170,497

Change-170,497 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 148,519

Change-148,519 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 121,084

Change-121,084 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 110,073

Change-110,073 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 98,399

Change-98,399 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 50,030

Change-50,030 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 43,280

Change-43,280 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 38,203

Change-38,203 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 37,146

Change-37,146 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 35,841

Change-35,841 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 31,935

Change-31,935 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 30,556

Change-30,556 (-100%)

Value—

CSS LLC

N/A

Shares— from 29,802

Change-29,802 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 24,660

Change-24,660 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 20,812

Change-20,812 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 18,875

Change-18,875 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,155

Change-15,155 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 14,171

Change-14,171 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 13,044

Change-13,044 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 12,648

Change-12,648 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,585

Change-12,585 (-100%)

Value—

Joel Isaacson & Co., LLC

N/A

Shares— from 11,910

Change-11,910 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 10,276

Change-10,276 (-100%)

Value—

King Luther Capital Management Corp

N/A

Shares— from 10,196

Change-10,196 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 8,345

Change-8,345 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,542

Change-7,542 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,208

Change-6,208 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 6,137

Change-6,137 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 5,758

Change-5,758 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 5,564

Change-5,564 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 5,223

Change-5,223 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 5,086

Change-5,086 (-100%)

Value—

Schrum Private Wealth Management LLC

N/A

Shares— from 5,062

Change-5,062 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,924

Change-4,924 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 4,483

Change-4,483 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,260

Change-4,260 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 4,233

Change-4,233 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,153

Change-4,153 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 4,109

Change-4,109 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 4,010

Change-4,010 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 3,793

Change-3,793 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 3,697

Change-3,697 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 3,564

Change-3,564 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,439

Change-3,439 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 3,322

Change-3,322 (-100%)

Value—

Evercore Wealth Management, LLC

N/A

Shares— from 3,313

Change-3,313 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,164

Change-3,164 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,016

Change-3,016 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,656

Change-2,656 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 2,279

Change-2,279 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 2,125

Change-2,125 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 1,809

Change-1,809 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,018

Change-1,018 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 438

Change-438 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 145

Change-145 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 134

Change-134 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 125

Change-125 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Blue Bell Private Wealth Management, LLC	INCREASED	835,331	825,486	+9,845	+1%	$52.6M	$53.0M	+$368.7K	2026-10-29
Allspring Global Investments Holdings, LLC	DECREASED	442,761	457,688	-14,927	-3%	$29.2M	$28.1M	-$1.1M	2026-11-04
Neville Rodie & Shaw Inc	DECREASED	292,881	293,958	-1,077	0%	$18.7K	$18.6K	-$160	2026-10-05
Levin Capital Strategies, L.P.	DECREASED	103,321	107,324	-4,003	-4%	$6.8M	$6.6M	-$287.0K	2026-11-02
Shaker Financial Services, LLC	DECREASED	61,535	81,300	-19,765	-24%	$5.2M	$3.9M	-$1.3M	2026-10-14
Altium Capital Management LLC	UNCHANGED	48,755	48,755	0	0%	$3.1M	$3.1M	-$15.1K	2026-11-04
Samalin Investment Counsel, LLC	INCREASED	41,332	25,234	+16,098	+64%	$1.6M	$2.6M	+$1.0M	2026-10-23
Wolverine Asset Management LLC	INCREASED	39,269	28,703	+10,566	+37%	$1.8M	$2.5M	+$661.4K	2026-11-02
Waller Financial Planning Group, Inc	UNCHANGED	19,563	19,563	0	0%	$1.2M	$1.2M	-$6.1K	2026-10-07
Commonwealth Equity Services, LLC	DECREASED	17,075	18,859	-1,784	-9%	$1.2M	$1.1M	-$119.0K	2026-11-02
Overbrook Management Corp	UNCHANGED	16,395	16,395	0	0%	$1.0M	$1.0M	-$5.1K	2026-10-08
Mraz, Amerine & Associates, Inc.	DECREASED	16,362	18,151	-1,789	-10%	$1.2M	$1.0M	-$119.1K	2026-10-30
Advocate Investing Services LLC	UNCHANGED	12,269	12,269	0	0%	$782.1K	$778.3K	-$3.8K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	10,134	9,988	+146	+1%	$637.0K	$643.0K	+$6.0K	2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	UNCHANGED	9,576	9,576	0	0%	$610.5K	$607.5K	-$3.0K	2026-10-14
Uncommon Cents Investing Inc	UNCHANGED	9,507	9,507	0	0%	$606.1K	$603.1K	-$2.9K	2026-10-20
Cornerstone Planning, LLC	UNCHANGED	7,136	7,136	0	0%	$454.9K	$454.9K	$0	2026-10-27
Nixon Peabody Trust Co	UNCHANGED	7,047	7,047	0	0%	$449.2K	$447.1K	-$2.2K	2026-10-23
Stolper Co	UNCHANGED	6,307	6,307	0	0%	$402	$400.0K	+$399.6K	2026-10-13
Park Avenue Securities LLC	DECREASED	5,392	5,509	-117	-2%	$351.0K	$342.0K	-$9.0K	2026-10-26
Sagespring Wealth Partners, LLC	UNCHANGED	5,223	5,223	0	0%	$333.0K	$331.3K	-$1.6K	2026-10-22
Tompkins Financial Corp	UNCHANGED	5,103	5,103	0	0%	$325.3K	$323.7K	-$1.6K	2026-10-05
Advisory Advocates, LLC	INCREASED	4,910	4,260	+650	+15%	$271.6K	$311.5K	+$39.9K	2026-11-05
Compass Wealth Management LLC	UNCHANGED	4,848	4,848	0	0%	$309.1K	$307.6K	-$1.5K	2026-10-22
Wealth Enhancement Advisory Services, LLC	NEW	4,430	—	+4,430	—	—	$283.8K	—	2026-10-13
Regions Financial Corp	UNCHANGED	4,003	4,003	0	0%	$255.2K	$254.0K	-$1.2K	2026-11-05
Mission Wealth Management, LP	UNCHANGED	3,964	3,964	0	0%	$252.7K	$251.5K	-$1.2K	2026-10-15
BCS Wealth Management	UNCHANGED	3,866	3,866	0	0%	$246.5K	$245.3K	-$1.2K	2026-11-03
Eastern Bank	UNCHANGED	1,723	1,723	0	0%	$109.8K	$109.3K	-$534	2026-10-05
US Bancorp \de\	NEW	1,497	—	+1,497	—	—	$95.0K	—	2026-11-05
Farther Finance Advisors, LLC	UNCHANGED	1,100	1,100	0	0%	$69.4K	$69.8K	+$363	2026-10-08
Armstrong Advisory Group, Inc	UNCHANGED	1,026	1,026	0	0%	$65.4K	$65.1K	-$318	2026-10-09
Birchwood Financial Partners, Inc.	UNCHANGED	918	918	0	0%	$58.5K	$58.2K	-$285	2026-11-02
EverSource Wealth Advisors, LLC	INCREASED	570	18	+552	+3067%	$1.2K	$36.2K	+$35.0K	2026-11-04
Signaturefd, LLC	NEW	263	—	+263	—	—	$16.7K	—	2026-10-23
Assetmark, Inc	UNCHANGED	16	16	0	0%	$1.0K	$1.0K	-$5	2026-10-21
Imc-Chicago, LLC	CLOSED	0	4,929	-4,929	-100%	$314.2K	$0	-$314.2K	2026-11-05
Prospera Financial Services Inc	CLOSED	0	4,013	-4,013	-100%	$255.8K	$0	-$255.8K	2026-11-04
Robinswood Financial LLC	CLOSED	0	3,832	-3,832	-100%	$244.3K	$0	-$244.3K	2026-10-20
Quad-Cities Investment Group, LLC	CLOSED	0	3,245	-3,245	-100%	$206.9K	$0	-$206.9K	2026-10-16
Salem Investment Counselors Inc	CLOSED	0	890	-890	-100%	$56.7K	$0	-$56.7K	2026-10-13
Saba Capital Management, L.P.A	N/A	—	1,751,470	-1,751,470	-100%	$111.7M	—	—	—
Lazard Asset Management LLC	N/A	—	1,583,896	-1,583,896	-100%	$101.0M	—	—	—
Bulldog Investors, LLPA	N/A	—	296,450	-296,450	-100%	$18.9M	—	—	—
Cohen & Steers, Inc.	N/A	—	259,999	-259,999	-100%	$16.6M	—	—	—
SIT Investment Associates Inc	N/A	—	239,704	-239,704	-100%	$15.3M	—	—	—
1607 Capital Partners, LLC	N/A	—	219,054	-219,054	-100%	$14.0M	—	—	—
Royal Bank of Canada	N/A	—	194,758	-194,758	-100%	$12.4M	—	—	—
Atlas Wealth LLC	N/A	—	170,497	-170,497	-100%	$10.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	148,519	-148,519	-100%	$9.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	121,084	-121,084	-100%	$7.7M	—	—	—
Penserra Capital Management LLC	N/A	—	110,073	-110,073	-100%	$7.0M	—	—	—
Morgan Stanley	N/A	—	98,399	-98,399	-100%	$6.3M	—	—	—
Raymond James Financial Inc	N/A	—	50,030	-50,030	-100%	$3.2M	—	—	—
First Trust Advisors LP	N/A	—	43,280	-43,280	-100%	$2.8M	—	—	—
Evolve Private Wealth, LLC	N/A	—	38,203	-38,203	-100%	$2.4M	—	—	—
Stifel Financial Corp	N/A	—	37,146	-37,146	-100%	$2.4M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	35,841	-35,841	-100%	$2.3M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	31,935	-31,935	-100%	$2.0M	—	—	—
Bank of America Corp	N/A	—	30,556	-30,556	-100%	$1.9M	—	—	—
CSS LLC	N/A	—	29,802	-29,802	-100%	$1.9M	—	—	—
Guggenheim Capital LLC	N/A	—	24,660	-24,660	-100%	$1.6M	—	—	—
Mariner, LLC	N/A	—	20,812	-20,812	-100%	$1.3M	—	—	—
LPL Financial LLC	N/A	—	18,875	-18,875	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	15,155	-15,155	-100%	$966.1K	—	—	—
HighTower Advisors, LLC	N/A	—	14,171	-14,171	-100%	$903.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	13,044	-13,044	-100%	$832.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	12,648	-12,648	-100%	$806.3K	—	—	—
XTX Topco Ltd	N/A	—	12,585	-12,585	-100%	$802.3K	—	—	—
Joel Isaacson & Co., LLC	N/A	—	11,910	-11,910	-100%	$759.3K	—	—	—
Savant Capital, LLC	N/A	—	10,276	-10,276	-100%	$655.1K	—	—	—
King Luther Capital Management Corp	N/A	—	10,196	-10,196	-100%	$650.0K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	8,345	-8,345	-100%	$532.0K	—	—	—
UBS Group AG	N/A	—	7,542	-7,542	-100%	$480.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,208	-6,208	-100%	$395.8K	—	—	—
Readystate Asset Management LP	N/A	—	6,137	-6,137	-100%	$391.2K	—	—	—
Focus Partners Wealth	N/A	—	5,758	-5,758	-100%	$367.1K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	5,564	-5,564	-100%	$354.7K	—	—	—
Captrust Financial Advisors	N/A	—	5,223	-5,223	-100%	$333.0K	—	—	—
Cerity Partners LLC	N/A	—	5,086	-5,086	-100%	$324.2K	—	—	—
Schrum Private Wealth Management LLC	N/A	—	5,062	-5,062	-100%	$251.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,924	-4,924	-100%	$313.9K	—	—	—
Capital Analysts, LLC	N/A	—	4,483	-4,483	-100%	$275.0K	—	—	—
Harbour Investments, Inc.	N/A	—	4,260	-4,260	-100%	$271.6K	—	—	—
Franklin Resources Inc	N/A	—	4,233	-4,233	-100%	$269.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,153	-4,153	-100%	$264.8K	—	—	—
Northern Trust Corp	N/A	—	4,109	-4,109	-100%	$261.9K	—	—	—
Essex Financial Services, Inc.	N/A	—	4,010	-4,010	-100%	$255.6K	—	—	—
Snowden Capital Advisors LLC	N/A	—	3,793	-3,793	-100%	$241.8K	—	—	—
First Manhattan Co. Llc.	N/A	—	3,697	-3,697	-100%	$235.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	3,564	-3,564	-100%	$227.2K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,439	-3,439	-100%	$219.2K	—	—	—
MAI Capital Management	N/A	—	3,322	-3,322	-100%	$211.8K	—	—	—
Evercore Wealth Management, LLC	N/A	—	3,313	-3,313	-100%	$211.2K	—	—	—
Jane Street Group, LLC	N/A	—	3,164	-3,164	-100%	$201.7K	—	—	—
JPMorgan Chase & Co	N/A	—	3,016	-3,016	-100%	$190.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,656	-2,656	-100%	$169.3K	—	—	—
Bessemer Group Inc	N/A	—	2,279	-2,279	-100%	$145.0K	—	—	—
Evelyn Partners Group Ltd	N/A	—	2,125	-2,125	-100%	$135.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	1,809	-1,809	-100%	$115.3K	—	—	—
National Bank of Canada	N/A	—	1,018	-1,018	-100%	$64.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	438	-438	-100%	$27.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	145	-145	-100%	$9.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	134	-134	-100%	$8.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	125	-125	-100%	$7.8K	—	—	—
IFG Advisory, LLC	N/A	—	8	-8	-100%	$510	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$33	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$64	—	—	—

Showing 108 of 108 institutions