Invesco Dynamic CR Opportuni

Q3 2021 vs Q4 2021

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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First Command Bank

UNCHANGED

Shares677 from 677

Change0 (0%)

Value$8 ($0)

Filed 2022-01-25

Saba Capital Management, L.P.A

CLOSED

Shares0 from 10,133,445

Change-10,133,445 (-100%)

Value$0 (-$118.6K)

Filed 2022-02-14

SIT Investment Associates Inc

CLOSED

Shares0 from 4,510,027

Change-4,510,027 (-100%)

Value$0 (-$52.8K)

Filed 2022-02-11

Morgan Stanley

CLOSED

Shares0 from 2,992,937

Change-2,992,937 (-100%)

Value$0 (-$35.0K)

Filed 2022-02-14

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 2,769,429

Change-2,769,429 (-100%)

Value$0 (-$32.4K)

Filed 2022-02-14

McGowan Group Asset Management, Inc.

CLOSED

Shares0 from 1,396,366

Change-1,396,366 (-100%)

Value$0 (-$16.3K)

Filed 2022-02-14

Bank of America Corp

CLOSED

Shares0 from 1,177,601

Change-1,177,601 (-100%)

Value$0 (-$13.8K)

Filed 2022-02-08

Cohen & Steers, Inc.

CLOSED

Shares0 from 953,310

Change-953,310 (-100%)

Value$0 (-$11.2K)

Filed 2022-02-14

Royal Bank of Canada

CLOSED

Shares0 from 911,199

Change-911,199 (-100%)

Value$0 (-$10.7K)

Filed 2022-02-14

Nomura Holdings Inc

CLOSED

Shares0 from 651,000

Change-651,000 (-100%)

Value$0 (-$7.6K)

Filed 2022-02-14

Icon Advisers Inc

CLOSED

Shares0 from 604,407

Change-604,407 (-100%)

Value$0 (-$7.1K)

Filed 2022-02-14

Bridge Advisory, LLC

CLOSED

Shares0 from 456,215

Change-456,215 (-100%)

Value$0 (-$5.3K)

Filed 2022-01-19

Advisors Asset Management, Inc.

CLOSED

Shares0 from 448,347

Change-448,347 (-100%)

Value$0 (-$5.2M)

Filed 2026-08-27

Thrivent Financial for Lutherans

CLOSED

Shares0 from 381,355

Change-381,355 (-100%)

Value$0 (-$4.5K)

Filed 2022-02-16

Shaker Financial Services, LLC

CLOSED

Shares0 from 304,168

Change-304,168 (-100%)

Value$0 (-$3.6K)

Filed 2022-02-07

CSS LLC

CLOSED

Shares0 from 299,072

Change-299,072 (-100%)

Value$0 (-$3.5K)

Filed 2022-02-14

Loomis Sayles & Co L P

CLOSED

Shares0 from 245,867

Change-245,867 (-100%)

Value$0 (-$2.9K)

Filed 2022-02-14

Guggenheim Capital LLC

CLOSED

Shares0 from 238,648

Change-238,648 (-100%)

Value$0 (-$2.8K)

Filed 2022-02-14

UBS Group AG

CLOSED

Shares0 from 212,261

Change-212,261 (-100%)

Value$0 (-$2.5K)

Filed 2022-02-14

Wells Fargo & Company

CLOSED

Shares0 from 204,935

Change-204,935 (-100%)

Value$0 (-$2.4K)

Filed 2022-02-14

Debussy Capital Management LP

CLOSED

Shares0 from 193,366

Change-193,366 (-100%)

Value$0 (-$2.3K)

Filed 2022-02-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 181,232

Change-181,232 (-100%)

Value$0 (-$2.1K)

Filed 2022-02-03

Raymond James & Associates

CLOSED

Shares0 from 167,533

Change-167,533 (-100%)

Value$0 (-$2.0K)

Filed 2022-02-08

Relative Value Partners Group, LLC

CLOSED

Shares0 from 149,407

Change-149,407 (-100%)

Value$0 (-$1.7K)

Filed 2022-02-11

Jefferies Group LLC

CLOSED

Shares0 from 149,236

Change-149,236 (-100%)

Value$0 (-$1.7M)

Filed 2023-09-21

HRT Financial LP

CLOSED

Shares0 from 120,436

Change-120,436 (-100%)

Value$0 (-$1.4K)

Filed 2022-02-14

Yakira Capital Management, Inc.

CLOSED

Shares0 from 118,526

Change-118,526 (-100%)

Value$0 (-$1.4K)

Filed 2022-02-09

Aviance Capital Partners, LLC

CLOSED

Shares0 from 108,984

Change-108,984 (-100%)

Value$0 (-$1.3K)

Filed 2022-02-07

Camelot Portfolios, LLC

CLOSED

Shares0 from 101,746

Change-101,746 (-100%)

Value$0 (-$1.2K)

Filed 2022-01-04

6 Meridian

CLOSED

Shares0 from 99,840

Change-99,840 (-100%)

Value$0 (-$1.2K)

Filed 2022-02-01

SeaCrest Wealth Management, LLC

CLOSED

Shares0 from 94,103

Change-94,103 (-100%)

Value$0 (-$1.1K)

Filed 2022-02-11

Bulldog Investors, LLPA

CLOSED

Shares0 from 93,400

Change-93,400 (-100%)

Value$0 (-$1.1K)

Filed 2022-02-11

Ameriprise Financial Inc

CLOSED

Shares0 from 91,583

Change-91,583 (-100%)

Value$0 (-$1.1K)

Filed 2022-02-14

Stifel Financial Corp

CLOSED

Shares0 from 89,328

Change-89,328 (-100%)

Value$0 (-$1.0K)

Filed 2022-02-14

Capital Investment Advisors, LLC

CLOSED

Shares0 from 78,513

Change-78,513 (-100%)

Value$0 (-$919)

Filed 2022-01-10

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 78,338

Change-78,338 (-100%)

Value$0 (-$917)

Filed 2022-02-08

Millennium Management LLC

CLOSED

Shares0 from 72,738

Change-72,738 (-100%)

Value$0 (-$851)

Filed 2022-02-14

Roosevelt Investment Group Inc

CLOSED

Shares0 from 51,750

Change-51,750 (-100%)

Value$0 (-$605)

Filed 2022-02-02

Virtus Advisers, LLC

CLOSED

Shares0 from 47,118

Change-47,118 (-100%)

Value$0 (-$551)

Filed 2022-02-14

Private Advisor Group, LLC

CLOSED

Shares0 from 45,687

Change-45,687 (-100%)

Value$0 (-$534)

Filed 2022-02-10

Parametric Portfolio Associates LLC

CLOSED

Shares0 from 42,672

Change-42,672 (-100%)

Value$0 (-$499)

Filed 2022-02-15

LPL Financial LLC

CLOSED

Shares0 from 40,809

Change-40,809 (-100%)

Value$0 (-$477)

Filed 2022-02-14

Foresight Wealth Management, LLC

CLOSED

Shares0 from 35,582

Change-35,582 (-100%)

Value$0 (-$416)

Filed 2022-02-04

BDO Wealth Advisors, LLC

CLOSED

Shares0 from 34,523

Change-34,523 (-100%)

Value$0 (-$404)

Filed 2022-02-11

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 27,948

Change-27,948 (-100%)

Value$0 (-$327)

Filed 2022-02-03

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 27,650

Change-27,650 (-100%)

Value$0 (-$324)

Filed 2022-02-08

Wolverine Asset Management LLC

CLOSED

Shares0 from 25,595

Change-25,595 (-100%)

Value$0 (-$299)

Filed 2022-02-09

Kestra Advisory Services, LLC

CLOSED

Shares0 from 25,390

Change-25,390 (-100%)

Value$0 (-$297)

Filed 2022-07-25

Lumature Wealth Partners, LLC

CLOSED

Shares0 from 25,330

Change-25,330 (-100%)

Value$0 (-$296)

Filed 2022-02-10

First Foundation Advisors

CLOSED

Shares0 from 24,261

Change-24,261 (-100%)

Value$0 (-$284)

Filed 2022-02-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 23,817

Change-23,817 (-100%)

Value$0 (-$278)

Filed 2022-02-11

Janney Montgomery Scott LLC

CLOSED

Shares0 from 22,920

Change-22,920 (-100%)

Value$0 (-$268)

Filed 2022-01-27

Goldman Sachs Group Inc

CLOSED

Shares0 from 22,548

Change-22,548 (-100%)

Value$0 (-$264)

Filed 2022-02-17

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 21,899

Change-21,899 (-100%)

Value$0 (-$257)

Filed 2022-01-28

Wagner Wealth Management, LLC

CLOSED

Shares0 from 21,550

Change-21,550 (-100%)

Value$0 (-$247)

Filed 2022-02-15

OTA Financial Group L.P.

CLOSED

Shares0 from 21,161

Change-21,161 (-100%)

Value$0 (-$247)

Filed 2022-01-28

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 21,107

Change-21,107 (-100%)

Value$0 (-$247)

Filed 2022-02-14

Kovack Advisors, Inc.

CLOSED

Shares0 from 19,938

Change-19,938 (-100%)

Value$0 (-$233)

Filed 2022-01-18

Raymond James Trust N.A.

CLOSED

Shares0 from 19,513

Change-19,513 (-100%)

Value$0 (-$228)

Filed 2022-01-31

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 19,236

Change-19,236 (-100%)

Value$0 (-$225)

Filed 2022-01-31

Alliance Wealth Advisors, LLC

CLOSED

Shares0 from 18,822

Change-18,822 (-100%)

Value$0 (-$220)

Filed 2022-01-21

Susquehanna International Group, LLP

CLOSED

Shares0 from 18,173

Change-18,173 (-100%)

Value$0 (-$213)

Filed 2022-04-05

OneDigital Investment Advisors LLC

CLOSED

Shares0 from 17,102

Change-17,102 (-100%)

Value$0 (-$200)

Filed 2022-02-23

Next Financial Group, Inc

CLOSED

Shares0 from 15,010

Change-15,010 (-100%)

Value$0 (-$175)

Filed 2022-02-15

Gladstone Institutional Advisory LLC

CLOSED

Shares0 from 13,754

Change-13,754 (-100%)

Value$0 (-$161)

Filed 2023-01-30

Virtu Financial LLC

CLOSED

Shares0 from 13,468

Change-13,468 (-100%)

Value$0 (-$158)

Filed 2022-02-17

Valley Brook Capital Group, Inc.

CLOSED

Shares0 from 13,450

Change-13,450 (-100%)

Value$0 (-$157)

Filed 2022-02-03

Moors & Cabot, Inc.

CLOSED

Shares0 from 11,755

Change-11,755 (-100%)

Value$0 (-$139)

Filed 2022-02-14

Proequities, Inc.

CLOSED

Shares0 from 8,577

Change-8,577 (-100%)

Value$0 (-$100)

Filed 2022-02-07

FNY Investment Advisers, LLC

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$58)

Filed 2022-02-01

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 2,752

Change-2,752 (-100%)

Value$0 (-$32)

Filed 2022-02-14

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 2,276

Change-2,276 (-100%)

Value$0 (-$27)

Filed 2022-02-03

Cullen T Bankers, Inc.

CLOSED

Shares0 from 2,103

Change-2,103 (-100%)

Value$0 (-$25)

Filed 2022-02-07

Antonetti Capital Management LLC

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$18)

Filed 2022-02-16

FourThought Financial, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$11)

Filed 2022-01-14

Spire Wealth Management

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$12)

Filed 2022-01-14

Private Capital Group, LLC

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$9)

Filed 2022-01-24

First Command Financial Services, Inc.

CLOSED

Shares0 from 677

Change-677 (-100%)

Value$0 (-$8)

Filed 2022-01-25

Caldwell Trust Co

CLOSED

Shares0 from 597

Change-597 (-100%)

Value$0 (-$7.0K)

Filed 2025-10-02

SOA Wealth Advisors, Llc.

CLOSED

Shares0 from 516

Change-516 (-100%)

Value$0 (-$6)

Filed 2022-01-13

Jacobi Capital Management LLC

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$4)

Filed 2022-02-14

Arkadios Wealth Advisors

CLOSED

Shares0 from 219

Change-219 (-100%)

Value$0 (-$2)

Filed 2022-02-03

Carroll Financial Associates, Inc.

CLOSED

Shares0 from 106

Change-106 (-100%)

Value$0 (-$1)

Filed 2022-01-06

Harbour Investments, Inc.

CLOSED

Shares0 from 95

Change-95 (-100%)

Value$0 (-$1)

Filed 2022-02-16

American Portfolios Advisors

CLOSED

Shares0 from 53

Change-53 (-100%)

Value$0 (-$620)

Filed 2023-03-21

US Bancorp \de\

CLOSED

Shares0 from 46

Change-46 (-100%)

Value$0 (-$1)

Filed 2022-02-11

FMR LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2022-02-14

Mid Atlantic Financial Management Inc

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

	Status
First Command Bank	UNCHANGED	677	677	0	0%	$8	$8	$0	2022-01-25
Saba Capital Management, L.P.A	CLOSED	0	10,133,445	-10,133,445	-100%	$118.6K	$0	-$118.6K	2022-02-14
SIT Investment Associates Inc	CLOSED	0	4,510,027	-4,510,027	-100%	$52.8K	$0	-$52.8K	2022-02-11
Morgan Stanley	CLOSED	0	2,992,937	-2,992,937	-100%	$35.0K	$0	-$35.0K	2022-02-14
Rivernorth Capital Management, LLC	CLOSED	0	2,769,429	-2,769,429	-100%	$32.4K	$0	-$32.4K	2022-02-14
McGowan Group Asset Management, Inc.	CLOSED	0	1,396,366	-1,396,366	-100%	$16.3K	$0	-$16.3K	2022-02-14
Bank of America Corp	CLOSED	0	1,177,601	-1,177,601	-100%	$13.8K	$0	-$13.8K	2022-02-08
Cohen & Steers, Inc.	CLOSED	0	953,310	-953,310	-100%	$11.2K	$0	-$11.2K	2022-02-14
Royal Bank of Canada	CLOSED	0	911,199	-911,199	-100%	$10.7K	$0	-$10.7K	2022-02-14
Nomura Holdings Inc	CLOSED	0	651,000	-651,000	-100%	$7.6K	$0	-$7.6K	2022-02-14
Icon Advisers Inc	CLOSED	0	604,407	-604,407	-100%	$7.1K	$0	-$7.1K	2022-02-14
Bridge Advisory, LLC	CLOSED	0	456,215	-456,215	-100%	$5.3K	$0	-$5.3K	2022-01-19
Advisors Asset Management, Inc.	CLOSED	0	448,347	-448,347	-100%	$5.2M	$0	-$5.2M	2026-08-27
Thrivent Financial for Lutherans	CLOSED	0	381,355	-381,355	-100%	$4.5K	$0	-$4.5K	2022-02-16
Shaker Financial Services, LLC	CLOSED	0	304,168	-304,168	-100%	$3.6K	$0	-$3.6K	2022-02-07
CSS LLC	CLOSED	0	299,072	-299,072	-100%	$3.5K	$0	-$3.5K	2022-02-14
Loomis Sayles & Co L P	CLOSED	0	245,867	-245,867	-100%	$2.9K	$0	-$2.9K	2022-02-14
Guggenheim Capital LLC	CLOSED	0	238,648	-238,648	-100%	$2.8K	$0	-$2.8K	2022-02-14
UBS Group AG	CLOSED	0	212,261	-212,261	-100%	$2.5K	$0	-$2.5K	2022-02-14
Wells Fargo & Company	CLOSED	0	204,935	-204,935	-100%	$2.4K	$0	-$2.4K	2022-02-14
Debussy Capital Management LP	CLOSED	0	193,366	-193,366	-100%	$2.3K	$0	-$2.3K	2022-02-14
Osaic Holdings, Inc.	CLOSED	0	181,232	-181,232	-100%	$2.1K	$0	-$2.1K	2022-02-03
Raymond James & Associates	CLOSED	0	167,533	-167,533	-100%	$2.0K	$0	-$2.0K	2022-02-08
Relative Value Partners Group, LLC	CLOSED	0	149,407	-149,407	-100%	$1.7K	$0	-$1.7K	2022-02-11
Jefferies Group LLC	CLOSED	0	149,236	-149,236	-100%	$1.7M	$0	-$1.7M	2023-09-21
HRT Financial LP	CLOSED	0	120,436	-120,436	-100%	$1.4K	$0	-$1.4K	2022-02-14
Yakira Capital Management, Inc.	CLOSED	0	118,526	-118,526	-100%	$1.4K	$0	-$1.4K	2022-02-09
Aviance Capital Partners, LLC	CLOSED	0	108,984	-108,984	-100%	$1.3K	$0	-$1.3K	2022-02-07
Camelot Portfolios, LLC	CLOSED	0	101,746	-101,746	-100%	$1.2K	$0	-$1.2K	2022-01-04
6 Meridian	CLOSED	0	99,840	-99,840	-100%	$1.2K	$0	-$1.2K	2022-02-01
SeaCrest Wealth Management, LLC	CLOSED	0	94,103	-94,103	-100%	$1.1K	$0	-$1.1K	2022-02-11
Bulldog Investors, LLPA	CLOSED	0	93,400	-93,400	-100%	$1.1K	$0	-$1.1K	2022-02-11
Ameriprise Financial Inc	CLOSED	0	91,583	-91,583	-100%	$1.1K	$0	-$1.1K	2022-02-14
Stifel Financial Corp	CLOSED	0	89,328	-89,328	-100%	$1.0K	$0	-$1.0K	2022-02-14
Capital Investment Advisors, LLC	CLOSED	0	78,513	-78,513	-100%	$919	$0	-$919	2022-01-10
Raymond James Financial Services Advisors, Inc.	CLOSED	0	78,338	-78,338	-100%	$917	$0	-$917	2022-02-08
Millennium Management LLC	CLOSED	0	72,738	-72,738	-100%	$851	$0	-$851	2022-02-14
Roosevelt Investment Group Inc	CLOSED	0	51,750	-51,750	-100%	$605	$0	-$605	2022-02-02
Virtus Advisers, LLC	CLOSED	0	47,118	-47,118	-100%	$551	$0	-$551	2022-02-14
Private Advisor Group, LLC	CLOSED	0	45,687	-45,687	-100%	$534	$0	-$534	2022-02-10
Parametric Portfolio Associates LLC	CLOSED	0	42,672	-42,672	-100%	$499	$0	-$499	2022-02-15
LPL Financial LLC	CLOSED	0	40,809	-40,809	-100%	$477	$0	-$477	2022-02-14
Foresight Wealth Management, LLC	CLOSED	0	35,582	-35,582	-100%	$416	$0	-$416	2022-02-04
BDO Wealth Advisors, LLC	CLOSED	0	34,523	-34,523	-100%	$404	$0	-$404	2022-02-11
Cambridge Investment Research Advisors, Inc.	CLOSED	0	27,948	-27,948	-100%	$327	$0	-$327	2022-02-03
Steward Partners Investment Advisory, LLC	CLOSED	0	27,650	-27,650	-100%	$324	$0	-$324	2022-02-08
Wolverine Asset Management LLC	CLOSED	0	25,595	-25,595	-100%	$299	$0	-$299	2022-02-09
Kestra Advisory Services, LLC	CLOSED	0	25,390	-25,390	-100%	$297	$0	-$297	2022-07-25
Lumature Wealth Partners, LLC	CLOSED	0	25,330	-25,330	-100%	$296	$0	-$296	2022-02-10
First Foundation Advisors	CLOSED	0	24,261	-24,261	-100%	$284	$0	-$284	2022-02-14
Bank of New York Mellon Corp	CLOSED	0	23,817	-23,817	-100%	$278	$0	-$278	2022-02-11
Janney Montgomery Scott LLC	CLOSED	0	22,920	-22,920	-100%	$268	$0	-$268	2022-01-27
Goldman Sachs Group Inc	CLOSED	0	22,548	-22,548	-100%	$264	$0	-$264	2022-02-17
B. Riley Wealth Advisors, Inc.	CLOSED	0	21,899	-21,899	-100%	$257	$0	-$257	2022-01-28
Wagner Wealth Management, LLC	CLOSED	0	21,550	-21,550	-100%	$247	$0	-$247	2022-02-15
OTA Financial Group L.P.	CLOSED	0	21,161	-21,161	-100%	$247	$0	-$247	2022-01-28
Hennion & Walsh Asset Management, Inc.	CLOSED	0	21,107	-21,107	-100%	$247	$0	-$247	2022-02-14
Kovack Advisors, Inc.	CLOSED	0	19,938	-19,938	-100%	$233	$0	-$233	2022-01-18
Raymond James Trust N.A.	CLOSED	0	19,513	-19,513	-100%	$228	$0	-$228	2022-01-31
Commonwealth Equity Services, LLC	CLOSED	0	19,236	-19,236	-100%	$225	$0	-$225	2022-01-31
Alliance Wealth Advisors, LLC	CLOSED	0	18,822	-18,822	-100%	$220	$0	-$220	2022-01-21
Susquehanna International Group, LLP	CLOSED	0	18,173	-18,173	-100%	$213	$0	-$213	2022-04-05
OneDigital Investment Advisors LLC	CLOSED	0	17,102	-17,102	-100%	$200	$0	-$200	2022-02-23
Next Financial Group, Inc	CLOSED	0	15,010	-15,010	-100%	$175	$0	-$175	2022-02-15
Gladstone Institutional Advisory LLC	CLOSED	0	13,754	-13,754	-100%	$161	$0	-$161	2023-01-30
Virtu Financial LLC	CLOSED	0	13,468	-13,468	-100%	$158	$0	-$158	2022-02-17
Valley Brook Capital Group, Inc.	CLOSED	0	13,450	-13,450	-100%	$157	$0	-$157	2022-02-03
Moors & Cabot, Inc.	CLOSED	0	11,755	-11,755	-100%	$139	$0	-$139	2022-02-14
Proequities, Inc.	CLOSED	0	8,577	-8,577	-100%	$100	$0	-$100	2022-02-07
FNY Investment Advisers, LLC	CLOSED	0	5,000	-5,000	-100%	$58	$0	-$58	2022-02-01
Rockefeller Capital Management L.P.	CLOSED	0	2,752	-2,752	-100%	$32	$0	-$32	2022-02-14
Northwestern Mutual Wealth Management Co	CLOSED	0	2,276	-2,276	-100%	$27	$0	-$27	2022-02-03
Cullen T Bankers, Inc.	CLOSED	0	2,103	-2,103	-100%	$25	$0	-$25	2022-02-07
Antonetti Capital Management LLC	CLOSED	0	1,500	-1,500	-100%	$18	$0	-$18	2022-02-16
FourThought Financial, LLC	CLOSED	0	1,000	-1,000	-100%	$11	$0	-$11	2022-01-14
Spire Wealth Management	CLOSED	0	1,000	-1,000	-100%	$12	$0	-$12	2022-01-14
Private Capital Group, LLC	CLOSED	0	800	-800	-100%	$9	$0	-$9	2022-01-24
First Command Financial Services, Inc.	CLOSED	0	677	-677	-100%	$8	$0	-$8	2022-01-25
Caldwell Trust Co	CLOSED	0	597	-597	-100%	$7.0K	$0	-$7.0K	2025-10-02
SOA Wealth Advisors, Llc.	CLOSED	0	516	-516	-100%	$6	$0	-$6	2022-01-13
Jacobi Capital Management LLC	CLOSED	0	300	-300	-100%	$4	$0	-$4	2022-02-14
Arkadios Wealth Advisors	CLOSED	0	219	-219	-100%	$2	$0	-$2	2022-02-03
Carroll Financial Associates, Inc.	CLOSED	0	106	-106	-100%	$1	$0	-$1	2022-01-06
Harbour Investments, Inc.	CLOSED	0	95	-95	-100%	$1	$0	-$1	2022-02-16
American Portfolios Advisors	CLOSED	0	53	-53	-100%	$620	$0	-$620	2023-03-21
US Bancorp \de\	CLOSED	0	46	-46	-100%	$1	$0	-$1	2022-02-11
FMR LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2022-02-14
Mid Atlantic Financial Management Inc	N/A	—	18,000	-18,000	-100%	$211	—	—	—

Showing 88 of 88 institutions