Ishares INT Hedg Corp BD ETF (LQDH)

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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Twelve Points Wealth Management LLC

INCREASED

Shares132,796 from 123,444

Change+9,352 (+8%)

Value$12.2M (+$724.5K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares59,292 from 19,082

Change+40,210 (+211%)

Value$5.5K (-$1.8M)

Filed 2026-11-02

Synergy Asset Management, LLC

NEW

Shares28,158

Change+28,158

Value$2.6M

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares21,601 from 17,973

Change+3,628 (+20%)

Value$2.0M (+$327.9K)

Filed 2026-10-30

WJ Wealth Management, LLC

NEW

Shares20,565

Change+20,565

Value$1.9M

Filed 2026-11-03

Columbia Advisory Partners LLC

DECREASED

Shares17,031 from 18,768

Change-1,737 (-9%)

Value$1.6M (-$169.6K)

Filed 2026-10-15

Milestone Asset Management, LLC

DECREASED

Shares13,350 from 13,421

Change-71 (-1%)

Value$1.2M (-$12.7K)

Filed 2026-10-15

Oppenheimer & Co Inc

INCREASED

Shares9,576 from 5,471

Change+4,105 (+75%)

Value$887.4K (+$377.9K)

Filed 2026-10-26

Trilogy Capital Inc.

INCREASED

Shares7,325 from 7,313

Change+12 (+0%)

Value$678.8K (-$2.3K)

Filed 2026-10-20

Schmidt P J Investment Management Inc

INCREASED

Shares6,364 from 5,835

Change+529 (+9%)

Value$589.8K (+$46.3K)

Filed 2026-11-02

McAdam, LLC

DECREASED

Shares6,135 from 7,047

Change-912 (-13%)

Value$568.5K (-$87.8K)

Filed 2026-10-21

Independent Financial Group, LLC

DECREASED

Shares6,133 from 6,258

Change-125 (-2%)

Value$568.3K (-$14.5K)

Filed 2026-10-13

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

NEW

Shares5,390

Change+5,390

Value$499.5K

Filed 2026-10-14

Wealthcare Advisory Partners LLC

INCREASED

Shares4,113 from 4,092

Change+21 (+1%)

Value$381.2K (+$62)

Filed 2026-10-21

Beacon Financial Group

DECREASED

Shares3,690 from 3,984

Change-294 (-7%)

Value$341.9K (-$29.1K)

Filed 2026-10-19

Eagle Global Advisors LLC

INCREASED

Shares3,530 from 3,330

Change+200 (+6%)

Value$327.1K (+$17.0K)

Filed 2026-11-02

Guardian Partners Inc.

UNCHANGED

Shares3,480 from 3,480

Change0 (0%)

Value$322.5K (-$1.6K)

Filed 2026-10-21

Sigma Planning Corp

INCREASED

Shares3,468 from 3,101

Change+367 (+12%)

Value$321.4K (+$32.6K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares3,303 from 4,897

Change-1,594 (-33%)

Value$305.5K (-$147.6K)

Filed 2026-10-13

Alpine Bank Wealth Management

DECREASED

Shares3,110 from 5,593

Change-2,483 (-44%)

Value$288.2K (-$232.7K)

Filed 2026-10-16

Capital Square, LLC

INCREASED

Shares2,739 from 2,280

Change+459 (+20%)

Value$253.9K (+$42.9K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares2,660 from 2,906

Change-246 (-8%)

Value$246.5K (-$24.1K)

Filed 2026-11-02

Diversify Advisory Services, LLC

INCREASED

Shares2,658 from 2,644

Change+14 (+1%)

Value$246.0K (+$2.0K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares2,658 from 2,644

Change+14 (+1%)

Value$246.0K (+$2.0K)

Filed 2026-10-20

Perigon Wealth Management, LLC

DECREASED

Shares2,638 from 3,326

Change-688 (-21%)

Value$244.4K (-$65.3K)

Filed 2026-10-22

Park Avenue Securities LLC

DECREASED

Shares2,279 from 5,092

Change-2,813 (-55%)

Value$211 (-$473.8K)

Filed 2026-10-26

Laurel Wealth Advisors LLC

NEW

Shares2,205

Change+2,205

Value$204.3K

Filed 2026-10-27

AlphaCore Capital LLC

NEW

Shares1,732

Change+1,732

Value$160.5K

Filed 2026-11-04

Assetmark, Inc

DECREASED

Shares1,418 from 1,471

Change-53 (-4%)

Value$131.4K (-$5.6K)

Filed 2026-10-21

Glass Jacobson Investment Advisors llc

INCREASED

Shares670 from 660

Change+10 (+2%)

Value$62.1K (+$576)

Filed 2026-10-26

Signature Equity Partners, LLC

DECREASED

Shares641 from 662

Change-21 (-3%)

Value$59.4K (-$2.3K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares610 from 525

Change+85 (+16%)

Value$56.5K (+$7.7K)

Filed 2026-10-08

Harbor Asset Planning, Inc.

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$41.7K (-$208)

Filed 2026-10-23

Private Trust Co NA

DECREASED

Shares378 from 388

Change-10 (-3%)

Value$35.0K (-$1.1K)

Filed 2026-10-20

Cape Investment Advisory, Inc.

INCREASED

Shares320 from 316

Change+4 (+1%)

Value$29.7K (+$275)

Filed 2026-10-13

Spire Wealth Management

UNCHANGED

Shares284 from 284

Change0 (0%)

Value$26.3K (-$86)

Filed 2026-10-30

CoreCap Advisors, LLC

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$16.2K (-$81)

Filed 2026-10-08

KFG LLC

NEW

Shares161

Change+161

Value$14.9K

Filed 2026-11-02

Blue Trust, Inc.

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$8.1K (-$41)

Filed 2026-10-15

Triumph Capital Management

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$5.3K (-$27)

Filed 2026-10-14

GK Wealth Management LLC

NEW

Shares42

Change+42

Value$3.9K

Filed 2026-10-09

US Bancorp \de\

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$371 (-$2)

Filed 2026-11-05

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 115,582

Change-115,582 (-100%)

Value$0 (-$10.8M)

Filed 2026-10-30

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 2,776

Change-2,776 (-100%)

Value$0 (-$258.6K)

Filed 2026-11-02

Able Wealth Management LLC

CLOSED

Shares0 from 2,359

Change-2,359 (-100%)

Value$0 (-$219.7K)

Filed 2026-10-13

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,288

Change-1,288 (-100%)

Value$0 (-$119.9K)

Filed 2026-10-15

Bangor Savings Bank

CLOSED

Shares0 from 185

Change-185 (-100%)

Value$0 (-$17.2K)

Filed 2026-10-06

Mascoma Wealth Management LLC

CLOSED

Shares0 from 174

Change-174 (-100%)

Value$0 (-$16.2K)

Filed 2026-10-23

Cornerstone Planning Group LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-16

Destination Wealth Management

N/A

Shares— from 967,931

Change-967,931 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 396,750

Change-396,750 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 348,308

Change-348,308 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 331,327

Change-331,327 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 153,334

Change-153,334 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 113,395

Change-113,395 (-100%)

Value—

Harbour Wealth Management Group, Inc.

N/A

Shares— from 106,109

Change-106,109 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 75,945

Change-75,945 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 45,130

Change-45,130 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 43,652

Change-43,652 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 43,342

Change-43,342 (-100%)

Value—

UBS Group AG

N/A

Shares— from 41,912

Change-41,912 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 38,798

Change-38,798 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 33,788

Change-33,788 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 30,185

Change-30,185 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 26,950

Change-26,950 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 25,836

Change-25,836 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 24,788

Change-24,788 (-100%)

Value—

Red Wave Investments LLC

N/A

Shares— from 21,013

Change-21,013 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 18,102

Change-18,102 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,358

Change-14,358 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 10,806

Change-10,806 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 10,639

Change-10,639 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 10,570

Change-10,570 (-100%)

Value—

Betterment LLC

N/A

Shares— from 10,499

Change-10,499 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,487

Change-10,487 (-100%)

Value—

&partners

N/A

Shares— from 9,962

Change-9,962 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 9,170

Change-9,170 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 5,851

Change-5,851 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 4,657

Change-4,657 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,362

Change-4,362 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 3,689

Change-3,689 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 3,526

Change-3,526 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 3,016

Change-3,016 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 2,716

Change-2,716 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,685

Change-2,685 (-100%)

Value—

Compass Capital Corp

N/A

Shares— from 2,676

Change-2,676 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 2,665

Change-2,665 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 2,644

Change-2,644 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 2,541

Change-2,541 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,463

Change-2,463 (-100%)

Value—

Cadia Private Client LLC

N/A

Shares— from 2,446

Change-2,446 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 2,311

Change-2,311 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,568

Change-1,568 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 815

Change-815 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 359

Change-359 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 128

Change-128 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 89

Change-89 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 21

Change-21 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 12

Change-12 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

FMR LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Twelve Points Wealth Management LLC	INCREASED	132,796	123,444	+9,352	+8%	$11.5M	$12.2M	+$724.5K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	59,292	19,082	+40,210	+211%	$1.8M	$5.5K	-$1.8M	2026-11-02
Synergy Asset Management, LLC	NEW	28,158	—	+28,158	—	—	$2.6M	—	2026-11-05
Truist Financial Corp	INCREASED	21,601	17,973	+3,628	+20%	$1.7M	$2.0M	+$327.9K	2026-10-30
WJ Wealth Management, LLC	NEW	20,565	—	+20,565	—	—	$1.9M	—	2026-11-03
Columbia Advisory Partners LLC	DECREASED	17,031	18,768	-1,737	-9%	$1.7M	$1.6M	-$169.6K	2026-10-15
Milestone Asset Management, LLC	DECREASED	13,350	13,421	-71	-1%	$1.2M	$1.2M	-$12.7K	2026-10-15
Oppenheimer & Co Inc	INCREASED	9,576	5,471	+4,105	+75%	$509.5K	$887.4K	+$377.9K	2026-10-26
Trilogy Capital Inc.	INCREASED	7,325	7,313	+12	+0%	$681.1K	$678.8K	-$2.3K	2026-10-20
Schmidt P J Investment Management Inc	INCREASED	6,364	5,835	+529	+9%	$543.4K	$589.8K	+$46.3K	2026-11-02
McAdam, LLC	DECREASED	6,135	7,047	-912	-13%	$656.3K	$568.5K	-$87.8K	2026-10-21
Independent Financial Group, LLC	DECREASED	6,133	6,258	-125	-2%	$582.8K	$568.3K	-$14.5K	2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	NEW	5,390	—	+5,390	—	—	$499.5K	—	2026-10-14
Wealthcare Advisory Partners LLC	INCREASED	4,113	4,092	+21	+1%	$381.1K	$381.2K	+$62	2026-10-21
Beacon Financial Group	DECREASED	3,690	3,984	-294	-7%	$371.1K	$341.9K	-$29.1K	2026-10-19
Eagle Global Advisors LLC	INCREASED	3,530	3,330	+200	+6%	$310.1K	$327.1K	+$17.0K	2026-11-02
Guardian Partners Inc.	UNCHANGED	3,480	3,480	0	0%	$324.1K	$322.5K	-$1.6K	2026-10-21
Sigma Planning Corp	INCREASED	3,468	3,101	+367	+12%	$288.8K	$321.4K	+$32.6K	2026-10-23
Wealth Enhancement Advisory Services, LLC	DECREASED	3,303	4,897	-1,594	-33%	$453.1K	$305.5K	-$147.6K	2026-10-13
Alpine Bank Wealth Management	DECREASED	3,110	5,593	-2,483	-44%	$520.9K	$288.2K	-$232.7K	2026-10-16
Capital Square, LLC	INCREASED	2,739	2,280	+459	+20%	$211.0K	$253.9K	+$42.9K	2026-10-19
Creative Planning	DECREASED	2,660	2,906	-246	-8%	$270.6K	$246.5K	-$24.1K	2026-11-02
Diversify Advisory Services, LLC	INCREASED	2,658	2,644	+14	+1%	$244.0K	$246.0K	+$2.0K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	2,658	2,644	+14	+1%	$244.0K	$246.0K	+$2.0K	2026-10-20
Perigon Wealth Management, LLC	DECREASED	2,638	3,326	-688	-21%	$309.7K	$244.4K	-$65.3K	2026-10-22
Park Avenue Securities LLC	DECREASED	2,279	5,092	-2,813	-55%	$474.0K	$211	-$473.8K	2026-10-26
Laurel Wealth Advisors LLC	NEW	2,205	—	+2,205	—	—	$204.3K	—	2026-10-27
AlphaCore Capital LLC	NEW	1,732	—	+1,732	—	—	$160.5K	—	2026-11-04
Assetmark, Inc	DECREASED	1,418	1,471	-53	-4%	$137.0K	$131.4K	-$5.6K	2026-10-21
Glass Jacobson Investment Advisors llc	INCREASED	670	660	+10	+2%	$61.5K	$62.1K	+$576	2026-10-26
Signature Equity Partners, LLC	DECREASED	641	662	-21	-3%	$61.7K	$59.4K	-$2.3K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	610	525	+85	+16%	$48.8K	$56.5K	+$7.7K	2026-10-08
Harbor Asset Planning, Inc.	UNCHANGED	450	450	0	0%	$41.9K	$41.7K	-$208	2026-10-23
Private Trust Co NA	DECREASED	378	388	-10	-3%	$36.1K	$35.0K	-$1.1K	2026-10-20
Cape Investment Advisory, Inc.	INCREASED	320	316	+4	+1%	$29.4K	$29.7K	+$275	2026-10-13
Spire Wealth Management	UNCHANGED	284	284	0	0%	$26.4K	$26.3K	-$86	2026-10-30
CoreCap Advisors, LLC	UNCHANGED	175	175	0	0%	$16.3K	$16.2K	-$81	2026-10-08
KFG LLC	NEW	161	—	+161	—	—	$14.9K	—	2026-11-02
Blue Trust, Inc.	UNCHANGED	87	87	0	0%	$8.1K	$8.1K	-$41	2026-10-15
Triumph Capital Management	UNCHANGED	57	57	0	0%	$5.3K	$5.3K	-$27	2026-10-14
GK Wealth Management LLC	NEW	42	—	+42	—	—	$3.9K	—	2026-10-09
US Bancorp \de\	UNCHANGED	4	4	0	0%	$373	$371	-$2	2026-11-05
Capital Investment Advisory Services, LLC	CLOSED	0	115,582	-115,582	-100%	$10.8M	$0	-$10.8M	2026-10-30
Commonwealth Equity Services, LLC	CLOSED	0	2,776	-2,776	-100%	$258.6K	$0	-$258.6K	2026-11-02
Able Wealth Management LLC	CLOSED	0	2,359	-2,359	-100%	$219.7K	$0	-$219.7K	2026-10-13
AdvisorNet Financial, Inc	CLOSED	0	1,288	-1,288	-100%	$119.9K	$0	-$119.9K	2026-10-15
Bangor Savings Bank	CLOSED	0	185	-185	-100%	$17.2K	$0	-$17.2K	2026-10-06
Mascoma Wealth Management LLC	CLOSED	0	174	-174	-100%	$16.2K	$0	-$16.2K	2026-10-23
Cornerstone Planning Group LLC	CLOSED	0	11	-11	-100%	$1.0K	$0	-$1.0K	2026-10-16
Destination Wealth Management	N/A	—	967,931	-967,931	-100%	$90.1M	—	—	—
LPL Financial LLC	N/A	—	396,750	-396,750	-100%	$37.0M	—	—	—
Morgan Stanley	N/A	—	348,308	-348,308	-100%	$32.4M	—	—	—
Bank of America Corp	N/A	—	331,327	-331,327	-100%	$30.9M	—	—	—
Raymond James Financial Inc	N/A	—	153,334	-153,334	-100%	$14.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	113,395	-113,395	-100%	$10.6M	—	—	—
Harbour Wealth Management Group, Inc.	N/A	—	106,109	-106,109	-100%	$9.9M	—	—	—
MML Investors Services, LLC	N/A	—	75,945	-75,945	-100%	$7.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	45,130	-45,130	-100%	$4.2M	—	—	—
Founders Financial Alliance, LLC	N/A	—	43,652	-43,652	-100%	$4.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	43,342	-43,342	-100%	$4.0M	—	—	—
UBS Group AG	N/A	—	41,912	-41,912	-100%	$3.9M	—	—	—
Savvy Advisors, Inc.	N/A	—	38,798	-38,798	-100%	$3.6M	—	—	—
Bank of Montreal	N/A	—	33,788	-33,788	-100%	$3.1M	—	—	—
Clark Capital Management Group, Inc.	N/A	—	30,185	-30,185	-100%	$2.8M	—	—	—
Janney Montgomery Scott LLC	N/A	—	26,950	-26,950	-100%	$2.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	25,836	-25,836	-100%	$2.4M	—	—	—
WCG Wealth Advisors LLC	N/A	—	24,788	-24,788	-100%	$2.3M	—	—	—
Red Wave Investments LLC	N/A	—	21,013	-21,013	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	18,102	-18,102	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	14,358	-14,358	-100%	$1.3M	—	—	—
Stratos Investment Management, LLC	N/A	—	10,806	-10,806	-100%	$1.0M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	10,639	-10,639	-100%	$990.8K	—	—	—
Scotia Capital Inc.	N/A	—	10,570	-10,570	-100%	$984.4K	—	—	—
Betterment LLC	N/A	—	10,499	-10,499	-100%	$978.0K	—	—	—
Jane Street Group, LLC	N/A	—	10,487	-10,487	-100%	$976.7K	—	—	—
&partners	N/A	—	9,962	-9,962	-100%	$1.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	9,170	-9,170	-100%	$854.0K	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	5,851	-5,851	-100%	$544.9K	—	—	—
GWN Securities Inc.	N/A	—	4,657	-4,657	-100%	$433.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,362	-4,362	-100%	$406.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	3,689	-3,689	-100%	$343.5K	—	—	—
Maridea Wealth Management LLC	N/A	—	3,526	-3,526	-100%	$328.4K	—	—	—
MTM Financial Group, LLC	N/A	—	3,016	-3,016	-100%	$280.9K	—	—	—
Private Advisor Group, LLC	N/A	—	2,716	-2,716	-100%	$252.9K	—	—	—
Royal Bank of Canada	N/A	—	2,685	-2,685	-100%	$250.0K	—	—	—
Compass Capital Corp	N/A	—	2,676	-2,676	-100%	$246.9K	—	—	—
Lifeworks Advisors, LLC	N/A	—	2,665	-2,665	-100%	$248.2K	—	—	—
Principal Securities, Inc.	N/A	—	2,644	-2,644	-100%	$246.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	2,541	-2,541	-100%	$236.6K	—	—	—
Harbour Investments, Inc.	N/A	—	2,463	-2,463	-100%	$229.4K	—	—	—
Cadia Private Client LLC	N/A	—	2,446	-2,446	-100%	$227.8K	—	—	—
HighTower Advisors, LLC	N/A	—	2,311	-2,311	-100%	$215.2K	—	—	—
JPMorgan Chase & Co	N/A	—	1,568	-1,568	-100%	$146.1K	—	—	—
Bogart Wealth, LLC	N/A	—	1,500	-1,500	-100%	$139.7K	—	—	—
BFC Planning, Inc.	N/A	—	815	-815	-100%	$75.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	359	-359	-100%	$33.4K	—	—	—
Fifth Third Bancorp	N/A	—	128	-128	-100%	$11.9K	—	—	—
Ameriflex Group, Inc.	N/A	—	100	-100	-100%	$9.3K	—	—	—
BlackRock, Inc.	N/A	—	89	-89	-100%	$8.3K	—	—	—
IFG Advisory, LLC	N/A	—	31	-31	-100%	$2.9K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	22	-22	-100%	$2.1K	—	—	—
Wells Fargo & Company	N/A	—	21	-21	-100%	$2.0K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	12	-12	-100%	$1.1K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$93	—	—	—
FMR LLC	N/A	—	1	-1	-100%	$58	—	—	—

Showing 105 of 105 institutions