CAL Intl Responsible Index (CVIE)

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

DECREASED

Shares657,284 from 797,392

Change-140,108 (-18%)

Value$54.6M (-$13.2M)

Filed 2026-11-02

Rossby Financial, LCC

INCREASED

Shares426,825 from 395,225

Change+31,600 (+8%)

Value$35.5M (+$1.9M)

Filed 2026-11-05

Apollon Wealth Management, LLC

NEW

Shares154,014

Change+154,014

Value$12.8M

Filed 2026-10-23

North Berkeley Wealth Management, LLC

INCREASED

Shares138,168 from 116,086

Change+22,082 (+19%)

Value$11.5M (+$1.6M)

Filed 2026-11-02

Tompkins Financial Corp

INCREASED

Shares70,805 from 69,588

Change+1,217 (+2%)

Value$5.9M (-$30.1K)

Filed 2026-10-05

MGO One Seven LLC

DECREASED

Shares58,035 from 60,733

Change-2,698 (-4%)

Value$4.8M (-$338.8K)

Filed 2026-10-28

Financial Insights, Inc.

INCREASED

Shares36,998 from 31,990

Change+5,008 (+16%)

Value$3.1M (+$355.9K)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares32,807 from 16,978

Change+15,829 (+93%)

Value$2.7M (+$1.3M)

Filed 2026-11-02

A&I Financial Services, LLC

INCREASED

Shares27,309 from 19,287

Change+8,022 (+42%)

Value$2.3M (+$630.5K)

Filed 2026-10-15

Mountain Capital Investment Advisors Inc.

INCREASED

Shares22,645 from 22,323

Change+322 (+1%)

Value$1.9M (-$15.3K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares16,061 from 17,409

Change-1,348 (-8%)

Value$1.3K (-$1.5M)

Filed 2026-11-02

Creative Planning

INCREASED

Shares15,924 from 15,829

Change+95 (+1%)

Value$1.3M (-$22.0K)

Filed 2026-11-02

Prism Advisors, Inc.

NEW

Shares11,830

Change+11,830

Value$970.2K

Filed 2026-10-09

Ascentis Independent Advisors

NEW

Shares9,800

Change+9,800

Value$814.6K

Filed 2026-11-03

Basso Capital Management, L.P.

UNCHANGED

Shares8,168 from 8,168

Change0 (0%)

Value$679.0K (-$15.4K)

Filed 2026-10-30

Kondo Wealth Advisors, Inc.

DECREASED

Shares7,897 from 8,039

Change-142 (-2%)

Value$656.5K (-$27.0K)

Filed 2026-10-19

Midwest Financial Network, LLC

NEW

Shares7,839

Change+7,839

Value$651.6K

Filed 2026-10-13

Archer Investment Management, LLC

DECREASED

Shares7,001 from 7,035

Change-34 (0%)

Value$582.0K (-$16.1K)

Filed 2026-10-13

Montecito Bank & Trust

INCREASED

Shares6,687 from 2,467

Change+4,220 (+171%)

Value$555.9K (+$346.1K)

Filed 2026-10-01

Bensler, LLC

DECREASED

Shares6,388 from 6,389

Change-1 (0%)

Value$531.0K (-$12.1K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares6,361 from 4,507

Change+1,854 (+41%)

Value$528.8K (+$145.6K)

Filed 2026-11-06

Kingswood Wealth Advisors, LLC

NEW

Shares6,087

Change+6,087

Value$506.0K

Filed 2026-10-23

RW Investment Management LLC

INCREASED

Shares6,077 from 5,562

Change+515 (+9%)

Value$505.2K (+$32.3K)

Filed 2026-11-03

Perigon Wealth Management, LLC

INCREASED

Shares6,014 from 2,539

Change+3,475 (+137%)

Value$499.9K (+$284.1K)

Filed 2026-10-22

Focus Financial Network, Inc.

NEW

Shares5,973

Change+5,973

Value$496.5K

Filed 2026-10-14

Bond & Devick Financial Network, Inc.

INCREASED

Shares4,450 from 4,368

Change+82 (+2%)

Value$369.9K (-$1.4K)

Filed 2026-10-23

Scott Capital Advisors, LLC

INCREASED

Shares3,897 from 2,986

Change+911 (+31%)

Value$323.4K (+$69.5K)

Filed 2026-10-13

First Affirmative Financial Network

NEW

Shares3,601

Change+3,601

Value$299.4K

Filed 2026-10-21

Conrad Siegel Investment Advisors, Inc.

INCREASED

Shares3,371 from 3,361

Change+10 (+0%)

Value$280.2K (-$5.5K)

Filed 2026-10-08

Lincoln Capital Corp

UNCHANGED

Shares3,298 from 3,298

Change0 (0%)

Value$274.2K (-$6.2K)

Filed 2026-10-13

Hunter Associates Investment Management LLC

NEW

Shares2,861

Change+2,861

Value$238

Filed 2026-10-26

Collaborative Wealth Managment Inc.

UNCHANGED

Shares2,826 from 2,826

Change0 (0%)

Value$234.9K (-$5.3K)

Filed 2026-11-06

Paradigm, Strategies in Wealth Management, LLC

INCREASED

Shares2,625 from 2,624

Change+1 (+0%)

Value$218.2K (-$4.9K)

Filed 2026-10-16

PNC Financial Services Group, Inc.

NEW

Shares2,436

Change+2,436

Value$202.5K

Filed 2026-11-06

Aaron Wealth Advisors LLC

UNCHANGED

Shares2,414 from 2,414

Change0 (0%)

Value$200.7K (-$4.6K)

Filed 2026-10-13

First Pacific Financial

INCREASED

Shares2,227 from 2,221

Change+6 (+0%)

Value$185.2K (-$3.6K)

Filed 2026-10-14

TFC Financial Management, Inc.

INCREASED

Shares2,147 from 2,146

Change+1 (+0%)

Value$178.5K (-$4.0K)

Filed 2026-10-26

Evermay Wealth Management LLC

UNCHANGED

Shares1,340 from 1,340

Change0 (0%)

Value$111.4K (-$2.5K)

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares805 from 805

Change0 (0%)

Value$66.9K (-$1.5K)

Filed 2026-10-30

Harbor Investment Advisory, LLC

UNCHANGED

Shares799 from 799

Change0 (0%)

Value$66.4K (-$1.5K)

Filed 2026-10-13

Ashton Thomas Private Wealth, LLC

DECREASED

Shares702 from 1,074

Change-372 (-35%)

Value$58.4K (-$32.9K)

Filed 2026-11-03

Sunrise Financial Services, LLC

UNCHANGED

Shares396 from 396

Change0 (0%)

Value$32.9K (-$747)

Filed 2026-10-21

Creative Financial Designs Inc

NEW

Shares290

Change+290

Value$24.1K

Filed 2026-11-04

Silver Grove Financial Group, Inc.

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$12.1K (-$275)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares121 from 121

Change0 (0%)

Value$10.1K (-$229)

Filed 2026-11-05

Key FInancial Inc

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$2.7K (-$60)

Filed 2026-11-02

Sigma Planning Corp

CLOSED

Shares0 from 11,984

Change-11,984 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-23

Atria Investments, Inc

CLOSED

Shares0 from 2,801

Change-2,801 (-100%)

Value$0 (-$238.1K)

Filed 2026-10-15

Gibson Capital, LLC

CLOSED

Shares0 from 2,512

Change-2,512 (-100%)

Value$0 (-$213.6K)

Filed 2026-10-23

Natural Investments, LLC

CLOSED

Shares0 from 2,402

Change-2,402 (-100%)

Value$0 (-$204.0K)

Filed 2026-11-06

Cornerstone Planning Group LLC

CLOSED

Shares0 from 236

Change-236 (-100%)

Value$0 (-$19.6K)

Filed 2026-10-16

MCF Advisors LLC

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-28

Wealthspire Advisors, LLC

N/A

Shares— from 464,924

Change-464,924 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 369,688

Change-369,688 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 241,077

Change-241,077 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 171,263

Change-171,263 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 146,612

Change-146,612 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 105,970

Change-105,970 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 94,816

Change-94,816 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 88,043

Change-88,043 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 80,620

Change-80,620 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 78,162

Change-78,162 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 68,233

Change-68,233 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 55,532

Change-55,532 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 50,630

Change-50,630 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 45,308

Change-45,308 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 30,568

Change-30,568 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 26,622

Change-26,622 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 25,304

Change-25,304 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 22,274

Change-22,274 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 20,250

Change-20,250 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,413

Change-19,413 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 18,983

Change-18,983 (-100%)

Value—

Plum Street Advisors, LLC

N/A

Shares— from 16,363

Change-16,363 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,948

Change-15,948 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 12,863

Change-12,863 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,661

Change-11,661 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,505

Change-10,505 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 9,579

Change-9,579 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 7,649

Change-7,649 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,581

Change-7,581 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 7,384

Change-7,384 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 7,239

Change-7,239 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,097

Change-7,097 (-100%)

Value—

Betterment LLC

N/A

Shares— from 5,835

Change-5,835 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 5,697

Change-5,697 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,032

Change-4,032 (-100%)

Value—

Ironwood Investment Counsel, LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,210

Change-3,210 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 2,921

Change-2,921 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 2,582

Change-2,582 (-100%)

Value—

Westview Management dba Westview Investment Advisors

N/A

Shares— from 2,432

Change-2,432 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 721

Change-721 (-100%)

Value—

Timmons Wealth Management, LLC

N/A

Shares— from 643

Change-643 (-100%)

Value—

FMR LLC

N/A

Shares— from 280

Change-280 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 148

Change-148 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 113

Change-113 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 53

Change-53 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 26

Change-26 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

&partners

N/A

Shares— from 0

Change0

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	657,284	797,392	-140,108	-18%	$67.8M	$54.6M	-$13.2M	2026-11-02
Rossby Financial, LCC	INCREASED	426,825	395,225	+31,600	+8%	$33.6M	$35.5M	+$1.9M	2026-11-05
Apollon Wealth Management, LLC	NEW	154,014	—	+154,014	—	—	$12.8M	—	2026-10-23
North Berkeley Wealth Management, LLC	INCREASED	138,168	116,086	+22,082	+19%	$9.9M	$11.5M	+$1.6M	2026-11-02
Tompkins Financial Corp	INCREASED	70,805	69,588	+1,217	+2%	$5.9M	$5.9M	-$30.1K	2026-10-05
MGO One Seven LLC	DECREASED	58,035	60,733	-2,698	-4%	$5.2M	$4.8M	-$338.8K	2026-10-28
Financial Insights, Inc.	INCREASED	36,998	31,990	+5,008	+16%	$2.7M	$3.1M	+$355.9K	2026-10-27
Kestra Advisory Services, LLC	INCREASED	32,807	16,978	+15,829	+93%	$1.4M	$2.7M	+$1.3M	2026-11-02
A&I Financial Services, LLC	INCREASED	27,309	19,287	+8,022	+42%	$1.6M	$2.3M	+$630.5K	2026-10-15
Mountain Capital Investment Advisors Inc.	INCREASED	22,645	22,323	+322	+1%	$1.9M	$1.9M	-$15.3K	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	16,061	17,409	-1,348	-8%	$1.5M	$1.3K	-$1.5M	2026-11-02
Creative Planning	INCREASED	15,924	15,829	+95	+1%	$1.3M	$1.3M	-$22.0K	2026-11-02
Prism Advisors, Inc.	NEW	11,830	—	+11,830	—	—	$970.2K	—	2026-10-09
Ascentis Independent Advisors	NEW	9,800	—	+9,800	—	—	$814.6K	—	2026-11-03
Basso Capital Management, L.P.	UNCHANGED	8,168	8,168	0	0%	$694.4K	$679.0K	-$15.4K	2026-10-30
Kondo Wealth Advisors, Inc.	DECREASED	7,897	8,039	-142	-2%	$683.5K	$656.5K	-$27.0K	2026-10-19
Midwest Financial Network, LLC	NEW	7,839	—	+7,839	—	—	$651.6K	—	2026-10-13
Archer Investment Management, LLC	DECREASED	7,001	7,035	-34	0%	$598.1K	$582.0K	-$16.1K	2026-10-13
Montecito Bank & Trust	INCREASED	6,687	2,467	+4,220	+171%	$209.7K	$555.9K	+$346.1K	2026-10-01
Bensler, LLC	DECREASED	6,388	6,389	-1	0%	$543.1K	$531.0K	-$12.1K	2026-11-05
LPL Financial LLC	INCREASED	6,361	4,507	+1,854	+41%	$383.2K	$528.8K	+$145.6K	2026-11-06
Kingswood Wealth Advisors, LLC	NEW	6,087	—	+6,087	—	—	$506.0K	—	2026-10-23
RW Investment Management LLC	INCREASED	6,077	5,562	+515	+9%	$472.8K	$505.2K	+$32.3K	2026-11-03
Perigon Wealth Management, LLC	INCREASED	6,014	2,539	+3,475	+137%	$215.8K	$499.9K	+$284.1K	2026-10-22
Focus Financial Network, Inc.	NEW	5,973	—	+5,973	—	—	$496.5K	—	2026-10-14
Bond & Devick Financial Network, Inc.	INCREASED	4,450	4,368	+82	+2%	$371.3K	$369.9K	-$1.4K	2026-10-23
Scott Capital Advisors, LLC	INCREASED	3,897	2,986	+911	+31%	$253.8K	$323.4K	+$69.5K	2026-10-13
First Affirmative Financial Network	NEW	3,601	—	+3,601	—	—	$299.4K	—	2026-10-21
Conrad Siegel Investment Advisors, Inc.	INCREASED	3,371	3,361	+10	+0%	$285.7K	$280.2K	-$5.5K	2026-10-08
Lincoln Capital Corp	UNCHANGED	3,298	3,298	0	0%	$280.4K	$274.2K	-$6.2K	2026-10-13
Hunter Associates Investment Management LLC	NEW	2,861	—	+2,861	—	—	$238	—	2026-10-26
Collaborative Wealth Managment Inc.	UNCHANGED	2,826	2,826	0	0%	$240.2K	$234.9K	-$5.3K	2026-11-06
Paradigm, Strategies in Wealth Management, LLC	INCREASED	2,625	2,624	+1	+0%	$223.1K	$218.2K	-$4.9K	2026-10-16
PNC Financial Services Group, Inc.	NEW	2,436	—	+2,436	—	—	$202.5K	—	2026-11-06
Aaron Wealth Advisors LLC	UNCHANGED	2,414	2,414	0	0%	$205.2K	$200.7K	-$4.6K	2026-10-13
First Pacific Financial	INCREASED	2,227	2,221	+6	+0%	$188.8K	$185.2K	-$3.6K	2026-10-14
TFC Financial Management, Inc.	INCREASED	2,147	2,146	+1	+0%	$182.5K	$178.5K	-$4.0K	2026-10-26
Evermay Wealth Management LLC	UNCHANGED	1,340	1,340	0	0%	$113.9K	$111.4K	-$2.5K	2026-11-05
Spire Wealth Management	UNCHANGED	805	805	0	0%	$68.4K	$66.9K	-$1.5K	2026-10-30
Harbor Investment Advisory, LLC	UNCHANGED	799	799	0	0%	$67.9K	$66.4K	-$1.5K	2026-10-13
Ashton Thomas Private Wealth, LLC	DECREASED	702	1,074	-372	-35%	$91.3K	$58.4K	-$32.9K	2026-11-03
Sunrise Financial Services, LLC	UNCHANGED	396	396	0	0%	$33.7K	$32.9K	-$747	2026-10-21
Creative Financial Designs Inc	NEW	290	—	+290	—	—	$24.1K	—	2026-11-04
Silver Grove Financial Group, Inc.	UNCHANGED	146	146	0	0%	$12.4K	$12.1K	-$275	2026-11-05
Fifth Third Bancorp	UNCHANGED	121	121	0	0%	$10.3K	$10.1K	-$229	2026-11-05
Key FInancial Inc	UNCHANGED	32	32	0	0%	$2.7K	$2.7K	-$60	2026-11-02
Sigma Planning Corp	CLOSED	0	11,984	-11,984	-100%	$1.0M	$0	-$1.0M	2026-10-23
Atria Investments, Inc	CLOSED	0	2,801	-2,801	-100%	$238.1K	$0	-$238.1K	2026-10-15
Gibson Capital, LLC	CLOSED	0	2,512	-2,512	-100%	$213.6K	$0	-$213.6K	2026-10-23
Natural Investments, LLC	CLOSED	0	2,402	-2,402	-100%	$204.0K	$0	-$204.0K	2026-11-06
Cornerstone Planning Group LLC	CLOSED	0	236	-236	-100%	$19.6K	$0	-$19.6K	2026-10-16
MCF Advisors LLC	CLOSED	0	34	-34	-100%	$2.9K	$0	-$2.9K	2026-10-28
Wealthspire Advisors, LLC	N/A	—	464,924	-464,924	-100%	$39.5M	—	—	—
Ameriprise Financial Inc	N/A	—	369,688	-369,688	-100%	$31.4M	—	—	—
World Investment Advisors	N/A	—	241,077	-241,077	-100%	$17.5M	—	—	—
EP Wealth Advisors, LLC	N/A	—	171,263	-171,263	-100%	$14.6M	—	—	—
Morgan Stanley	N/A	—	146,612	-146,612	-100%	$12.5M	—	—	—
ST Germain D J Co Inc	N/A	—	105,970	-105,970	-100%	$9.0M	—	—	—
Raymond James Financial Inc	N/A	—	94,816	-94,816	-100%	$8.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	88,043	-88,043	-100%	$7.5M	—	—	—
Modern Wealth Management, LLC	N/A	—	80,620	-80,620	-100%	$6.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	78,162	-78,162	-100%	$6.6M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	68,233	-68,233	-100%	$5.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	55,532	-55,532	-100%	$4.7M	—	—	—
Focus Partners Wealth	N/A	—	50,630	-50,630	-100%	$4.3M	—	—	—
Seeds Investor LLC	N/A	—	45,308	-45,308	-100%	$3.9M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	30,568	-30,568	-100%	$2.6M	—	—	—
PFG Investments, LLC	N/A	—	26,622	-26,622	-100%	$2.3M	—	—	—
Evolve Private Wealth, LLC	N/A	—	25,304	-25,304	-100%	$2.2M	—	—	—
Wealthgarden F.S. LLC	N/A	—	22,274	-22,274	-100%	$1.9M	—	—	—
Private Advisor Group, LLC	N/A	—	20,250	-20,250	-100%	$1.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	19,413	-19,413	-100%	$1.7M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	18,983	-18,983	-100%	$1.6M	—	—	—
Plum Street Advisors, LLC	N/A	—	16,363	-16,363	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	15,948	-15,948	-100%	$1.4M	—	—	—
Harbour Investments, Inc.	N/A	—	12,863	-12,863	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	11,661	-11,661	-100%	$991.4K	—	—	—
Jane Street Group, LLC	N/A	—	10,505	-10,505	-100%	$893.1K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	9,579	-9,579	-100%	$814.3K	—	—	—
Mutual Advisors, LLC	N/A	—	7,649	-7,649	-100%	$650.3K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,581	-7,581	-100%	$644.5K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	7,384	-7,384	-100%	$627.7K	—	—	—
Stifel Financial Corp	N/A	—	7,239	-7,239	-100%	$615.4K	—	—	—
Mariner, LLC	N/A	—	7,097	-7,097	-100%	$603.3K	—	—	—
Betterment LLC	N/A	—	5,835	-5,835	-100%	$496.0K	—	—	—
WNY Asset Management, LLC	N/A	—	5,697	-5,697	-100%	$484.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,032	-4,032	-100%	$342.8K	—	—	—
Ironwood Investment Counsel, LLC	N/A	—	4,000	-4,000	-100%	$340.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,210	-3,210	-100%	$272.9K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	2,921	-2,921	-100%	$248.3K	—	—	—
Principal Securities, Inc.	N/A	—	2,582	-2,582	-100%	$219.5K	—	—	—
Westview Management dba Westview Investment Advisors	N/A	—	2,432	-2,432	-100%	$206.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	721	-721	-100%	$60.8K	—	—	—
Timmons Wealth Management, LLC	N/A	—	643	-643	-100%	$54.7K	—	—	—
FMR LLC	N/A	—	280	-280	-100%	$23.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	148	-148	-100%	$12.6K	—	—	—
Founders Financial Alliance, LLC	N/A	—	113	-113	-100%	$9.6K	—	—	—
JPMorgan Chase & Co	N/A	—	53	-53	-100%	$4.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	50	-50	-100%	$4.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	26	-26	-100%	$2.2K	—	—	—
BFC Planning, Inc.	N/A	—	15	-15	-100%	$1.3K	—	—	—
&partners	N/A	—	0	0	—	$326.4K	—	—	—

Showing 102 of 102 institutions