Nuveen NY Amt-Fr Muni Inc (NRK)

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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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares932,712 from 830,423

Change+102,289 (+12%)

Value$8.6M (-$283.9K)

Filed 2026-10-13

Lido Advisors, LLC

UNCHANGED

Shares380,076 from 380,076

Change0 (0%)

Value$3.5M (-$587.4K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares114,289 from 116,856

Change-2,567 (-2%)

Value$1.1M (-$196.7K)

Filed 2026-11-02

Indivisible Partners

DECREASED

Shares108,869 from 125,691

Change-16,822 (-13%)

Value$1.0M (-$341.5K)

Filed 2026-10-26

Avestar Capital, LLC

DECREASED

Shares108,568 from 114,968

Change-6,400 (-6%)

Value$1.0M (-$229.1K)

Filed 2026-10-28

Wedbush Securities Inc

INCREASED

Shares71,044 from 70,845

Change+199 (+0%)

Value$656 (-$758.3K)

Filed 2026-10-22

RMR Wealth Builders

DECREASED

Shares62,083 from 65,445

Change-3,362 (-5%)

Value$577.7K (-$128.1K)

Filed 2026-10-22

Ashton Thomas Securities, LLC

UNCHANGED

Shares61,711 from 61,711

Change0 (0%)

Value$570.2K (-$91.3K)

Filed 2026-10-26

Breakwater Capital Group

INCREASED

Shares53,829 from 44,086

Change+9,743 (+22%)

Value$497.4K (+$24.8K)

Filed 2026-10-09

Realta Investment Advisors

UNCHANGED

Shares53,359 from 53,359

Change0 (0%)

Value$493.0K (-$79.0K)

Filed 2026-10-14

Oppenheimer & Co Inc

INCREASED

Shares47,224 from 46,840

Change+384 (+1%)

Value$436.4K (-$65.8K)

Filed 2026-10-26

Choreo, LLC

INCREASED

Shares42,429 from 41,606

Change+823 (+2%)

Value$394.5K (-$54.3K)

Filed 2026-10-28

StoneX Group Inc.

NEW

Shares37,587

Change+37,587

Value$373.0K

Filed 2026-11-03

Herold Advisors, Inc.

INCREASED

Shares36,586 from 34,793

Change+1,793 (+5%)

Value$338.0K (-$37.0K)

Filed 2026-10-19

Leisure Capital Management

UNCHANGED

Shares30,153 from 30,153

Change0 (0%)

Value$278.6K (-$44.6K)

Filed 2026-11-03

Stockman Wealth Management, Inc.

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$277.2K (-$44.4K)

Filed 2026-10-27

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares25,352 from 25,352

Change0 (0%)

Value$234.3K (-$37.5K)

Filed 2026-11-04

Ascent Wealth Partners, LLC

UNCHANGED

Shares25,247 from 25,247

Change0 (0%)

Value$233.3K (-$37.4K)

Filed 2026-10-23

Lionshead Wealth Management, LLC

INCREASED

Shares24,251 from 24,023

Change+228 (+1%)

Value$225.7K (-$32.3K)

Filed 2026-10-21

Opal Wealth Advisors, LLC

UNCHANGED

Shares23,780 from 23,780

Change0 (0%)

Value$219.7K (-$35.2K)

Filed 2026-10-16

Clear Creek Financial Management, LLC

UNCHANGED

Shares17,800 from 17,800

Change0 (0%)

Value$164.5K (-$26.3K)

Filed 2026-10-28

GenWealth Group, Inc.

UNCHANGED

Shares17,565 from 17,565

Change0 (0%)

Value$162.3K (-$26.0K)

Filed 2026-10-16

Mountain Hill Investment Partners Corp.

UNCHANGED

Shares16,594 from 16,594

Change0 (0%)

Value$153.3K (-$24.6K)

Filed 2026-10-23

Park Avenue Securities LLC

INCREASED

Shares14,949 from 13,940

Change+1,009 (+7%)

Value$138 (-$148.9K)

Filed 2026-10-26

Williams Jones Wealth Management, Llc.

DECREASED

Shares14,500 from 21,500

Change-7,000 (-33%)

Value$134.0K (-$96.5K)

Filed 2026-11-05

Accredited Investor Services, LLC

DECREASED

Shares14,399 from 16,424

Change-2,025 (-12%)

Value$133.0K (-$43.0K)

Filed 2026-10-22

Evanson Financial, LLC

DECREASED

Shares13,915 from 24,146

Change-10,231 (-42%)

Value$128.6K (-$130.3K)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

NEW

Shares13,666

Change+13,666

Value$126.3K

Filed 2026-10-16

Kercheville Advisors, LLC

INCREASED

Shares13,486 from 13,403

Change+83 (+1%)

Value$124.6K (-$19.1K)

Filed 2026-10-19

Occidental Asset Management, LLC

INCREASED

Shares13,055 from 11,725

Change+1,330 (+11%)

Value$120.6K (-$5.1K)

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares12,329 from 12,329

Change0 (0%)

Value$113.9K (-$18.2K)

Filed 2026-10-30

Pinnacle Associates LTD

UNCHANGED

Shares12,130 from 12,130

Change0 (0%)

Value$112.1K (-$18.0K)

Filed 2026-10-20

Sage Capital Management, LLC

INCREASED

Shares12,000 from 10,000

Change+2,000 (+20%)

Value$110.9K (+$3.7K)

Filed 2026-10-20

Kestra Advisory Services, LLC

DECREASED

Shares11,951 from 13,633

Change-1,682 (-12%)

Value$111.2K (-$35.8K)

Filed 2026-11-02

Creative Planning

UNCHANGED

Shares11,281 from 11,281

Change0 (0%)

Value$104.2K (-$16.7K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,436 from 90,198

Change-79,762 (-88%)

Value$96 (-$966.9K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares8,300 from 6,500

Change+1,800 (+28%)

Value$76.7K (+$7.0K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares7,147 from 8,097

Change-950 (-12%)

Value$66.0K (-$20.8K)

Filed 2026-10-27

Brown, Lisle Ings, Inc.

INCREASED

Shares7,136 from 5,036

Change+2,100 (+42%)

Value$65.9K (+$12.0K)

Filed 2026-10-16

Marshall & Sterling Wealth Advisors Inc.

UNCHANGED

Shares3,538 from 3,538

Change0 (0%)

Value$32.7K (-$5.2K)

Filed 2026-10-28

CoreCap Advisors, LLC

NEW

Shares2,800

Change+2,800

Value$25.9K

Filed 2026-10-08

WPG Advisers, LLC

INCREASED

Shares2,071 from 1,856

Change+215 (+12%)

Value$19.1K (-$760)

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$18.5K (-$3.0K)

Filed 2026-10-19

US Bancorp \de\

UNCHANGED

Shares1,201 from 1,201

Change0 (0%)

Value$11.1K (-$1.8K)

Filed 2026-11-05

FNY Investment Advisers, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$10 (-$1)

Filed 2026-10-16

Key FInancial Inc

UNCHANGED

Shares489 from 489

Change0 (0%)

Value$4.5K (-$724)

Filed 2026-11-02

Fifth Third Bancorp

INCREASED

Shares285 from 258

Change+27 (+10%)

Value$2.6K (-$133)

Filed 2026-11-05

Align Financial, LLC

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$952 (-$152)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 4,806

Change-4,806 (-100%)

Value$0 (-$51.7K)

Filed 2026-11-02

Assetmark, Inc

CLOSED

Shares0 from 2,643

Change-2,643 (-100%)

Value$0 (-$28.3K)

Filed 2026-10-21

NBT Bank, N.A.

CLOSED

Shares0 from 1,306

Change-1,306 (-100%)

Value$0 (-$14.0K)

Filed 2026-10-21

Morgan Stanley

N/A

Shares— from 2,669,944

Change-2,669,944 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,406,909

Change-1,406,909 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 595,028

Change-595,028 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 440,190

Change-440,190 (-100%)

Value—

North Ground Capital

N/A

Shares— from 323,680

Change-323,680 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 287,023

Change-287,023 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 274,997

Change-274,997 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 260,768

Change-260,768 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 239,593

Change-239,593 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 212,057

Change-212,057 (-100%)

Value—

UBS Group AG

N/A

Shares— from 183,425

Change-183,425 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 169,189

Change-169,189 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 138,453

Change-138,453 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 118,032

Change-118,032 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 110,684

Change-110,684 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 98,501

Change-98,501 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 89,373

Change-89,373 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 83,950

Change-83,950 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 76,018

Change-76,018 (-100%)

Value—

Alpine Global Management, LLC

N/A

Shares— from 75,024

Change-75,024 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 63,101

Change-63,101 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 52,683

Change-52,683 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 43,207

Change-43,207 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 38,983

Change-38,983 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 38,055

Change-38,055 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 36,871

Change-36,871 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 34,836

Change-34,836 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 32,349

Change-32,349 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 31,463

Change-31,463 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 27,328

Change-27,328 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 26,569

Change-26,569 (-100%)

Value—

&partners

N/A

Shares— from 26,198

Change-26,198 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 26,160

Change-26,160 (-100%)

Value—

Staley Capital Advisers Inc

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

BCS Private Wealth Management, Inc.

N/A

Shares— from 23,300

Change-23,300 (-100%)

Value—

Mathes Company, Inc.

N/A

Shares— from 23,000

Change-23,000 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 18,625

Change-18,625 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 18,513

Change-18,513 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 16,990

Change-16,990 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 16,048

Change-16,048 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 15,474

Change-15,474 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 14,900

Change-14,900 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,809

Change-14,809 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 14,287

Change-14,287 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 12,123

Change-12,123 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 11,431

Change-11,431 (-100%)

Value—

Ibex Wealth Advisors

N/A

Shares— from 11,375

Change-11,375 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 11,238

Change-11,238 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 10,600

Change-10,600 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 10,010

Change-10,010 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,398

Change-4,398 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,348

Change-4,348 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 4,010

Change-4,010 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,604

Change-1,604 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,256

Change-1,256 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,189

Change-1,189 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 879

Change-879 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 536

Change-536 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	932,712	830,423	+102,289	+12%	$8.9M	$8.6M	-$283.9K	2026-10-13
Lido Advisors, LLC	UNCHANGED	380,076	380,076	0	0%	$4.1M	$3.5M	-$587.4K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	114,289	116,856	-2,567	-2%	$1.3M	$1.1M	-$196.7K	2026-11-02
Indivisible Partners	DECREASED	108,869	125,691	-16,822	-13%	$1.3M	$1.0M	-$341.5K	2026-10-26
Avestar Capital, LLC	DECREASED	108,568	114,968	-6,400	-6%	$1.2M	$1.0M	-$229.1K	2026-10-28
Wedbush Securities Inc	INCREASED	71,044	70,845	+199	+0%	$759.0K	$656	-$758.3K	2026-10-22
RMR Wealth Builders	DECREASED	62,083	65,445	-3,362	-5%	$705.9K	$577.7K	-$128.1K	2026-10-22
Ashton Thomas Securities, LLC	UNCHANGED	61,711	61,711	0	0%	$661.5K	$570.2K	-$91.3K	2026-10-26
Breakwater Capital Group	INCREASED	53,829	44,086	+9,743	+22%	$472.6K	$497.4K	+$24.8K	2026-10-09
Realta Investment Advisors	UNCHANGED	53,359	53,359	0	0%	$572.0K	$493.0K	-$79.0K	2026-10-14
Oppenheimer & Co Inc	INCREASED	47,224	46,840	+384	+1%	$502.1K	$436.4K	-$65.8K	2026-10-26
Choreo, LLC	INCREASED	42,429	41,606	+823	+2%	$448.9K	$394.5K	-$54.3K	2026-10-28
StoneX Group Inc.	NEW	37,587	—	+37,587	—	—	$373.0K	—	2026-11-03
Herold Advisors, Inc.	INCREASED	36,586	34,793	+1,793	+5%	$375.0K	$338.0K	-$37.0K	2026-10-19
Leisure Capital Management	UNCHANGED	30,153	30,153	0	0%	$323.2K	$278.6K	-$44.6K	2026-11-03
Stockman Wealth Management, Inc.	UNCHANGED	30,000	30,000	0	0%	$321.6K	$277.2K	-$44.4K	2026-10-27
Closed-End Fund Advisors, Inc.	UNCHANGED	25,352	25,352	0	0%	$271.8K	$234.3K	-$37.5K	2026-11-04
Ascent Wealth Partners, LLC	UNCHANGED	25,247	25,247	0	0%	$270.6K	$233.3K	-$37.4K	2026-10-23
Lionshead Wealth Management, LLC	INCREASED	24,251	24,023	+228	+1%	$257.9K	$225.7K	-$32.3K	2026-10-21
Opal Wealth Advisors, LLC	UNCHANGED	23,780	23,780	0	0%	$254.9K	$219.7K	-$35.2K	2026-10-16
Clear Creek Financial Management, LLC	UNCHANGED	17,800	17,800	0	0%	$190.8K	$164.5K	-$26.3K	2026-10-28
GenWealth Group, Inc.	UNCHANGED	17,565	17,565	0	0%	$188.3K	$162.3K	-$26.0K	2026-10-16
Mountain Hill Investment Partners Corp.	UNCHANGED	16,594	16,594	0	0%	$177.9K	$153.3K	-$24.6K	2026-10-23
Park Avenue Securities LLC	INCREASED	14,949	13,940	+1,009	+7%	$149.0K	$138	-$148.9K	2026-10-26
Williams Jones Wealth Management, Llc.	DECREASED	14,500	21,500	-7,000	-33%	$230.5K	$134.0K	-$96.5K	2026-11-05
Accredited Investor Services, LLC	DECREASED	14,399	16,424	-2,025	-12%	$176.1K	$133.0K	-$43.0K	2026-10-22
Evanson Financial, LLC	DECREASED	13,915	24,146	-10,231	-42%	$258.9K	$128.6K	-$130.3K	2026-10-23
Concurrent Investment Advisors, LLC	NEW	13,666	—	+13,666	—	—	$126.3K	—	2026-10-16
Kercheville Advisors, LLC	INCREASED	13,486	13,403	+83	+1%	$143.7K	$124.6K	-$19.1K	2026-10-19
Occidental Asset Management, LLC	INCREASED	13,055	11,725	+1,330	+11%	$125.7K	$120.6K	-$5.1K	2026-11-05
Spire Wealth Management	UNCHANGED	12,329	12,329	0	0%	$132.2K	$113.9K	-$18.2K	2026-10-30
Pinnacle Associates LTD	UNCHANGED	12,130	12,130	0	0%	$130.0K	$112.1K	-$18.0K	2026-10-20
Sage Capital Management, LLC	INCREASED	12,000	10,000	+2,000	+20%	$107.2K	$110.9K	+$3.7K	2026-10-20
Kestra Advisory Services, LLC	DECREASED	11,951	13,633	-1,682	-12%	$147.0K	$111.2K	-$35.8K	2026-11-02
Creative Planning	UNCHANGED	11,281	11,281	0	0%	$120.9K	$104.2K	-$16.7K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	10,436	90,198	-79,762	-88%	$967.0K	$96	-$966.9K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	8,300	6,500	+1,800	+28%	$69.7K	$76.7K	+$7.0K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	DECREASED	7,147	8,097	-950	-12%	$86.8K	$66.0K	-$20.8K	2026-10-27
Brown, Lisle Ings, Inc.	INCREASED	7,136	5,036	+2,100	+42%	$54.0K	$65.9K	+$12.0K	2026-10-16
Marshall & Sterling Wealth Advisors Inc.	UNCHANGED	3,538	3,538	0	0%	$37.9K	$32.7K	-$5.2K	2026-10-28
CoreCap Advisors, LLC	NEW	2,800	—	+2,800	—	—	$25.9K	—	2026-10-08
WPG Advisers, LLC	INCREASED	2,071	1,856	+215	+12%	$19.9K	$19.1K	-$760	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	2,000	2,000	0	0%	$21.4K	$18.5K	-$3.0K	2026-10-19
US Bancorp \de\	UNCHANGED	1,201	1,201	0	0%	$12.9K	$11.1K	-$1.8K	2026-11-05
FNY Investment Advisers, LLC	UNCHANGED	1,100	1,100	0	0%	$11	$10	-$1	2026-10-16
Key FInancial Inc	UNCHANGED	489	489	0	0%	$5.2K	$4.5K	-$724	2026-11-02
Fifth Third Bancorp	INCREASED	285	258	+27	+10%	$2.8K	$2.6K	-$133	2026-11-05
Align Financial, LLC	UNCHANGED	103	103	0	0%	$1.1K	$952	-$152	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	4,806	-4,806	-100%	$51.7K	$0	-$51.7K	2026-11-02
Assetmark, Inc	CLOSED	0	2,643	-2,643	-100%	$28.3K	$0	-$28.3K	2026-10-21
NBT Bank, N.A.	CLOSED	0	1,306	-1,306	-100%	$14.0K	$0	-$14.0K	2026-10-21
Morgan Stanley	N/A	—	2,669,944	-2,669,944	-100%	$28.6M	—	—	—
Guggenheim Capital LLC	N/A	—	1,406,909	-1,406,909	-100%	$15.1M	—	—	—
Wells Fargo & Company	N/A	—	595,028	-595,028	-100%	$6.4M	—	—	—
HighTower Advisors, LLC	N/A	—	440,190	-440,190	-100%	$4.7M	—	—	—
North Ground Capital	N/A	—	323,680	-323,680	-100%	$3.5M	—	—	—
Bank of America Corp	N/A	—	287,023	-287,023	-100%	$3.1M	—	—	—
Royal Bank of Canada	N/A	—	274,997	-274,997	-100%	$2.9M	—	—	—
PFG Investments, LLC	N/A	—	260,768	-260,768	-100%	$2.8M	—	—	—
SIT Investment Associates Inc	N/A	—	239,593	-239,593	-100%	$2.6M	—	—	—
Raymond James Financial Inc	N/A	—	212,057	-212,057	-100%	$2.3M	—	—	—
UBS Group AG	N/A	—	183,425	-183,425	-100%	$2.0M	—	—	—
Robinson Capital Management, LLC	N/A	—	169,189	-169,189	-100%	$1.8M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	138,453	-138,453	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	118,032	-118,032	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	110,684	-110,684	-100%	$1.2M	—	—	—
LPL Financial LLC	N/A	—	98,501	-98,501	-100%	$1.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	89,373	-89,373	-100%	$958.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	83,950	-83,950	-100%	$899.9K	—	—	—
Jane Street Group, LLC	N/A	—	76,018	-76,018	-100%	$814.9K	—	—	—
Alpine Global Management, LLC	N/A	—	75,024	-75,024	-100%	$804.3K	—	—	—
Deutsche Bank Ag\	N/A	—	63,101	-63,101	-100%	$676.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	52,683	-52,683	-100%	$564.8K	—	—	—
Ameriprise Financial Inc	N/A	—	43,207	-43,207	-100%	$495.6K	—	—	—
Mariner, LLC	N/A	—	38,983	-38,983	-100%	$417.9K	—	—	—
NewEdge Wealth, LLC	N/A	—	38,055	-38,055	-100%	$408.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	36,871	-36,871	-100%	$395.0K	—	—	—
MML Investors Services, LLC	N/A	—	34,836	-34,836	-100%	$373.4K	—	—	—
Cary Street Partners Financial LLC	N/A	—	32,349	-32,349	-100%	$346.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	31,463	-31,463	-100%	$337.3K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	27,328	-27,328	-100%	$293.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	26,569	-26,569	-100%	$284.8K	—	—	—
&partners	N/A	—	26,198	-26,198	-100%	$280.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	26,160	-26,160	-100%	$280.4K	—	—	—
Staley Capital Advisers Inc	N/A	—	26,000	-26,000	-100%	$278.7K	—	—	—
BCS Private Wealth Management, Inc.	N/A	—	23,300	-23,300	-100%	$251.3K	—	—	—
Mathes Company, Inc.	N/A	—	23,000	-23,000	-100%	$247.0K	—	—	—
Melfa Wealth Management, Inc.	N/A	—	18,625	-18,625	-100%	$199.7K	—	—	—
Readystate Asset Management LP	N/A	—	18,513	-18,513	-100%	$198.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	16,990	-16,990	-100%	$182.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	16,048	-16,048	-100%	$172.0K	—	—	—
Northern Trust Corp	N/A	—	15,474	-15,474	-100%	$165.9K	—	—	—
Moors & Cabot, Inc.	N/A	—	14,900	-14,900	-100%	$159.7K	—	—	—
Citadel Advisors LLC	N/A	—	14,809	-14,809	-100%	$158.8K	—	—	—
Merit Financial Group, LLC	N/A	—	14,287	-14,287	-100%	$153.2K	—	—	—
Pathstone Holdings, LLC	N/A	—	12,123	-12,123	-100%	$130.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	11,500	-11,500	-100%	$123.3K	—	—	—
Everstar Asset Management, LLC	N/A	—	11,431	-11,431	-100%	$122.5K	—	—	—
Ibex Wealth Advisors	N/A	—	11,375	-11,375	-100%	$121.9K	—	—	—
Arax Advisory Partners	N/A	—	11,238	-11,238	-100%	$120.5K	—	—	—
Belpointe Asset Management LLC	N/A	—	10,600	-10,600	-100%	$113.6K	—	—	—
First Manhattan Co. Llc.	N/A	—	10,010	-10,010	-100%	$108.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,000	-6,000	-100%	$63.7K	—	—	—
Penserra Capital Management LLC	N/A	—	4,398	-4,398	-100%	$47.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,348	-4,348	-100%	$46.6K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	4,010	-4,010	-100%	$43.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	2,100	-2,100	-100%	$22.5K	—	—	—
IFG Advisory, LLC	N/A	—	1,604	-1,604	-100%	$17.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,256	-1,256	-100%	$13.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,189	-1,189	-100%	$12.7K	—	—	—
Webster Bank, N. A.	N/A	—	879	-879	-100%	$9.4K	—	—	—
BFC Planning, Inc.	N/A	—	536	-536	-100%	$5.7K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	200	-200	-100%	$2.1K	—	—	—

Showing 113 of 113 institutions