Nuveen S&P 500 Buy-Wr Inc (XBXMX)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

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

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IFP Advisors, Inc

DECREASED

Shares18,947 from 28,947

Change-10,000 (-35%)

Value$284.8K (-$140.7K)

Filed 2026-04-13

Private Trust Co NA

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$26.5K (-$2.9K)

Filed 2026-04-30

CoreFirst Bank & Trust

UNCHANGED

Shares930 from 930

Change0 (0%)

Value$12.3K (-$1.3K)

Filed 2026-06-03

Ameliora Wealth Management Ltd.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.7K (-$288)

Filed 2026-04-23

McIlrath & Eck, LLC

NEW

Shares0

Change0

Value$0

Filed 2026-05-19

Morgan Stanley

CLOSED

Shares0 from 12,037,265

Change-12,037,265 (-100%)

Value$0 (-$176.9M)

Filed 2026-05-15

Advisors Asset Management, Inc.

CLOSED

Shares0 from 2,614,032

Change-2,614,032 (-100%)

Value$0 (-$38.4M)

Filed 2026-05-15

LPL Financial LLC

CLOSED

Shares0 from 1,722,466

Change-1,722,466 (-100%)

Value$0 (-$25.3M)

Filed 2026-05-06

Wells Fargo & Company

CLOSED

Shares0 from 1,707,328

Change-1,707,328 (-100%)

Value$0 (-$25.1M)

Filed 2026-07-08

Invesco Ltd.

CLOSED

Shares0 from 1,445,343

Change-1,445,343 (-100%)

Value$0 (-$21.2M)

Filed 2026-07-15

UBS Group AG

CLOSED

Shares0 from 1,433,452

Change-1,433,452 (-100%)

Value$0 (-$21.1M)

Filed 2026-05-05

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 1,057,645

Change-1,057,645 (-100%)

Value$0 (-$15.5M)

Filed 2026-05-05

Raymond James Financial Inc

CLOSED

Shares0 from 1,051,368

Change-1,051,368 (-100%)

Value$0 (-$15.5M)

Filed 2026-05-14

Bank of America Corp

CLOSED

Shares0 from 864,351

Change-864,351 (-100%)

Value$0 (-$12.7M)

Filed 2026-05-18

HighTower Advisors, LLC

CLOSED

Shares0 from 688,353

Change-688,353 (-100%)

Value$0 (-$10.1M)

Filed 2026-05-05

Guggenheim Capital LLC

CLOSED

Shares0 from 584,818

Change-584,818 (-100%)

Value$0 (-$8.6M)

Filed 2026-05-15

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 532,098

Change-532,098 (-100%)

Value$0 (-$7.8K)

Filed 2026-04-30

Royal Bank of Canada

CLOSED

Shares0 from 461,647

Change-461,647 (-100%)

Value$0 (-$6.8M)

Filed 2026-05-15

Osaic Holdings, Inc.

CLOSED

Shares0 from 451,649

Change-451,649 (-100%)

Value$0 (-$6.6M)

Filed 2026-05-15

Twelve Points Wealth Management LLC

CLOSED

Shares0 from 366,510

Change-366,510 (-100%)

Value$0 (-$5.4M)

Filed 2026-04-14

Stifel Financial Corp

CLOSED

Shares0 from 326,600

Change-326,600 (-100%)

Value$0 (-$4.8M)

Filed 2026-05-12

Janney Montgomery Scott LLC

CLOSED

Shares0 from 277,034

Change-277,034 (-100%)

Value$0 (-$4.1K)

Filed 2026-04-22

Moneco Advisors, LLC

CLOSED

Shares0 from 246,917

Change-246,917 (-100%)

Value$0 (-$3.6M)

Filed 2026-05-08

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 245,449

Change-245,449 (-100%)

Value$0 (-$3.6M)

Filed 2026-04-27

Sage Capital Management, LLC

CLOSED

Shares0 from 239,661

Change-239,661 (-100%)

Value$0 (-$3.5M)

Filed 2026-04-15

&partners

CLOSED

Shares0 from 201,587

Change-201,587 (-100%)

Value$0 (-$3.0M)

Filed 2026-05-15

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 176,905

Change-176,905 (-100%)

Value$0 (-$2.6M)

Filed 2026-05-13

Envestnet Asset Management Inc

CLOSED

Shares0 from 176,287

Change-176,287 (-100%)

Value$0 (-$2.6M)

Filed 2026-05-04

Cetera Investment Advisers

CLOSED

Shares0 from 175,873

Change-175,873 (-100%)

Value$0 (-$2.6M)

Filed 2026-05-13

Focus Partners Wealth

CLOSED

Shares0 from 138,187

Change-138,187 (-100%)

Value$0 (-$2.0M)

Filed 2026-05-15

Two Sigma Investments, LP

CLOSED

Shares0 from 135,519

Change-135,519 (-100%)

Value$0 (-$2.0M)

Filed 2026-05-15

Lighthouse Financial Services Inc

CLOSED

Shares0 from 133,174

Change-133,174 (-100%)

Value$0 (-$2.0M)

Filed 2026-04-15

Park Avenue Securities LLC

CLOSED

Shares0 from 127,179

Change-127,179 (-100%)

Value$0 (-$1.9K)

Filed 2026-04-07

AQR Arbitrage LLC

CLOSED

Shares0 from 125,210

Change-125,210 (-100%)

Value$0 (-$1.8M)

Filed 2026-05-15

NCP Inc.

CLOSED

Shares0 from 124,716

Change-124,716 (-100%)

Value$0 (-$1.8M)

Filed 2026-05-08

TPG Advisors LLC

CLOSED

Shares0 from 122,371

Change-122,371 (-100%)

Value$0 (-$1.8M)

Filed 2026-04-22

Shaker Financial Services, LLC

CLOSED

Shares0 from 121,640

Change-121,640 (-100%)

Value$0 (-$1.8M)

Filed 2026-05-12

Richmond Investment Services, LLC

CLOSED

Shares0 from 113,259

Change-113,259 (-100%)

Value$0 (-$1.7M)

Filed 2026-04-29

Prospera Financial Services Inc

CLOSED

Shares0 from 106,029

Change-106,029 (-100%)

Value$0 (-$1.6M)

Filed 2026-04-14

Compound Planning, Inc.

CLOSED

Shares0 from 95,651

Change-95,651 (-100%)

Value$0 (-$1.4M)

Filed 2026-05-14

Shulman DeMeo Asset Management LLC

CLOSED

Shares0 from 94,573

Change-94,573 (-100%)

Value$0 (-$1.4M)

Filed 2026-04-09

Islay Capital Management, LLC

CLOSED

Shares0 from 89,516

Change-89,516 (-100%)

Value$0 (-$1.3M)

Filed 2026-05-14

NewEdge Advisors, LLC

CLOSED

Shares0 from 89,051

Change-89,051 (-100%)

Value$0 (-$1.3M)

Filed 2026-06-03

Kestra Advisory Services, LLC

CLOSED

Shares0 from 83,340

Change-83,340 (-100%)

Value$0 (-$1.2M)

Filed 2026-04-30

Moors & Cabot, Inc.

CLOSED

Shares0 from 76,618

Change-76,618 (-100%)

Value$0 (-$1.1M)

Filed 2026-05-08

Blake Schutter Theil Wealth Advisors, LLC

CLOSED

Shares0 from 69,078

Change-69,078 (-100%)

Value$0 (-$1.0M)

Filed 2026-05-04

Patten Group, Inc.

CLOSED

Shares0 from 67,086

Change-67,086 (-100%)

Value$0 (-$986.2K)

Filed 2026-04-24

Advisory Advocates, LLC

CLOSED

Shares0 from 61,900

Change-61,900 (-100%)

Value$0 (-$909.9K)

Filed 2026-05-05

Sims Investment Management, LLC

CLOSED

Shares0 from 60,100

Change-60,100 (-100%)

Value$0 (-$883.5K)

Filed 2026-04-21

Logan Stone Capital, LLC

CLOSED

Shares0 from 58,669

Change-58,669 (-100%)

Value$0 (-$862.4K)

Filed 2026-05-15

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 56,216

Change-56,216 (-100%)

Value$0 (-$827.2K)

Filed 2026-04-22

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 52,707

Change-52,707 (-100%)

Value$0 (-$774.8K)

Filed 2026-05-08

UMB Bank, n.a.

CLOSED

Shares0 from 51,793

Change-51,793 (-100%)

Value$0 (-$761.4K)

Filed 2026-05-11

International Assets Investment Management, LLC

CLOSED

Shares0 from 51,758

Change-51,758 (-100%)

Value$0 (-$760.8K)

Filed 2026-05-01

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 50,737

Change-50,737 (-100%)

Value$0 (-$745.8K)

Filed 2026-05-08

Alteri Wealth LLC

CLOSED

Shares0 from 50,108

Change-50,108 (-100%)

Value$0 (-$736.6K)

Filed 2026-05-06

Venture Visionary Partners LLC

CLOSED

Shares0 from 49,679

Change-49,679 (-100%)

Value$0 (-$754.5K)

Filed 2026-05-14

GatePass Capital, LLC

CLOSED

Shares0 from 46,000

Change-46,000 (-100%)

Value$0 (-$676.2K)

Filed 2026-05-06

D.A. Davidson & Co.

CLOSED

Shares0 from 44,517

Change-44,517 (-100%)

Value$0 (-$654.4K)

Filed 2026-05-05

Forteris Wealth Management Inc.

CLOSED

Shares0 from 43,883

Change-43,883 (-100%)

Value$0 (-$645.1K)

Filed 2026-04-21

Ionic Capital Management LLC

CLOSED

Shares0 from 42,861

Change-42,861 (-100%)

Value$0 (-$630.1K)

Filed 2026-05-15

Focused Wealth Management, Inc

CLOSED

Shares0 from 42,074

Change-42,074 (-100%)

Value$0 (-$618.5K)

Filed 2026-04-20

Truist Financial Corp

CLOSED

Shares0 from 41,887

Change-41,887 (-100%)

Value$0 (-$615.7K)

Filed 2026-04-27

Cornerstone Advisors, LLC

CLOSED

Shares0 from 41,504

Change-41,504 (-100%)

Value$0 (-$610.1K)

Filed 2026-05-08

Spire Wealth Management

CLOSED

Shares0 from 41,243

Change-41,243 (-100%)

Value$0 (-$606.3K)

Filed 2026-04-22

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 39,680

Change-39,680 (-100%)

Value$0 (-$583.3K)

Filed 2026-05-14

High Point Wealth Management, LLC

CLOSED

Shares0 from 39,066

Change-39,066 (-100%)

Value$0 (-$574.3K)

Filed 2026-04-08

Pflug Koory, LLC

CLOSED

Shares0 from 38,938

Change-38,938 (-100%)

Value$0 (-$572.4K)

Filed 2026-04-22

Allworth Financial LP

CLOSED

Shares0 from 37,873

Change-37,873 (-100%)

Value$0 (-$556.7K)

Filed 2026-05-15

PMG Family Office LLC

CLOSED

Shares0 from 37,052

Change-37,052 (-100%)

Value$0 (-$544.7K)

Filed 2026-04-17

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 36,892

Change-36,892 (-100%)

Value$0 (-$542.3K)

Filed 2026-05-07

Investment Partners Asset Management, Inc.

CLOSED

Shares0 from 36,709

Change-36,709 (-100%)

Value$0 (-$539.6K)

Filed 2026-04-07

Leo Wealth, LLC

CLOSED

Shares0 from 34,991

Change-34,991 (-100%)

Value$0 (-$514.4K)

Filed 2026-05-05

Marco Investment Management LLC

CLOSED

Shares0 from 34,300

Change-34,300 (-100%)

Value$0 (-$504.2K)

Filed 2026-05-08

World Equity Group, Inc.

CLOSED

Shares0 from 33,534

Change-33,534 (-100%)

Value$0 (-$493.0K)

Filed 2026-05-06

Hilltop Holdings Inc.

CLOSED

Shares0 from 33,370

Change-33,370 (-100%)

Value$0 (-$490.5K)

Filed 2026-05-14

Jackson, Grant Investment Advisers, Inc.

CLOSED

Shares0 from 32,004

Change-32,004 (-100%)

Value$0 (-$470.5K)

Filed 2026-05-08

Baird Financial Group, Inc.

CLOSED

Shares0 from 31,681

Change-31,681 (-100%)

Value$0 (-$465.7K)

Filed 2026-05-14

Sanctuary Advisors, LLC

CLOSED

Shares0 from 31,019

Change-31,019 (-100%)

Value$0 (-$456.0K)

Filed 2026-05-05

Lanark Financial, Inc.

CLOSED

Shares0 from 28,864

Change-28,864 (-100%)

Value$0 (-$424.3K)

Filed 2026-04-14

Patriot Financial Group Insurance Agency, LLC

CLOSED

Shares0 from 27,978

Change-27,978 (-100%)

Value$0 (-$411.3K)

Filed 2026-04-22

Integrated Capital Management, Inc.

CLOSED

Shares0 from 27,738

Change-27,738 (-100%)

Value$0 (-$407.8K)

Filed 2026-05-07

Wolverine Asset Management LLC

CLOSED

Shares0 from 27,191

Change-27,191 (-100%)

Value$0 (-$399.7K)

Filed 2026-05-04

World Investment Advisors

CLOSED

Shares0 from 26,885

Change-26,885 (-100%)

Value$0 (-$395.2K)

Filed 2026-04-27

Instrumental Wealth, LLC

CLOSED

Shares0 from 26,833

Change-26,833 (-100%)

Value$0 (-$392.8K)

Filed 2026-04-21

Tyche Wealth Partners LLC

CLOSED

Shares0 from 23,400

Change-23,400 (-100%)

Value$0 (-$344.0K)

Filed 2026-05-06

Summit Financial, LLC

CLOSED

Shares0 from 22,988

Change-22,988 (-100%)

Value$0 (-$337.9K)

Filed 2026-05-15

MML Investors Services, LLC

CLOSED

Shares0 from 22,627

Change-22,627 (-100%)

Value$0 (-$332.6K)

Filed 2026-05-04

Pasadena Private Wealth, LLC

CLOSED

Shares0 from 21,548

Change-21,548 (-100%)

Value$0 (-$316.8K)

Filed 2026-04-22

Nations Financial Group Inc,

CLOSED

Shares0 from 21,377

Change-21,377 (-100%)

Value$0 (-$314.2K)

Filed 2026-04-15

Palogic Value Management, L.P.

CLOSED

Shares0 from 21,371

Change-21,371 (-100%)

Value$0 (-$314.2K)

Filed 2026-05-15

Mariner, LLC

CLOSED

Shares0 from 20,867

Change-20,867 (-100%)

Value$0 (-$306.7K)

Filed 2026-05-13

Landscape Capital Management, L.L.C.

CLOSED

Shares0 from 20,625

Change-20,625 (-100%)

Value$0 (-$303.2K)

Filed 2026-05-12

CoreCap Advisors, LLC

CLOSED

Shares0 from 20,565

Change-20,565 (-100%)

Value$0 (-$302.3K)

Filed 2026-04-07

Armor Investment Advisors, LLC

CLOSED

Shares0 from 19,673

Change-19,673 (-100%)

Value$0 (-$289.2K)

Filed 2026-04-29

Commons Capital, LLC

CLOSED

Shares0 from 19,363

Change-19,363 (-100%)

Value$0 (-$284.6K)

Filed 2026-04-30

Maltin Wealth Management, Inc.

CLOSED

Shares0 from 19,177

Change-19,177 (-100%)

Value$0 (-$281.9K)

Filed 2026-04-21

Apriem Advisors

CLOSED

Shares0 from 17,968

Change-17,968 (-100%)

Value$0 (-$264.1K)

Filed 2026-05-15

Pathstone Holdings, LLC

CLOSED

Shares0 from 17,537

Change-17,537 (-100%)

Value$0 (-$257.8K)

Filed 2026-05-11

Kovack Advisors, Inc.

CLOSED

Shares0 from 17,278

Change-17,278 (-100%)

Value$0 (-$254.0K)

Filed 2026-05-13

StoneX Group Inc.

CLOSED

Shares0 from 17,174

Change-17,174 (-100%)

Value$0 (-$252.5K)

Filed 2026-05-14

Decision Investments, Inc

CLOSED

Shares0 from 16,936

Change-16,936 (-100%)

Value$0 (-$249.0K)

Filed 2026-04-22

Captrust Financial Advisors

CLOSED

Shares0 from 16,662

Change-16,662 (-100%)

Value$0 (-$244.9K)

Filed 2026-05-15

Jane Street Group, LLC

CLOSED

Shares0 from 16,283

Change-16,283 (-100%)

Value$0 (-$239.4K)

Filed 2026-05-12

Bay Capital Advisors, LLC

CLOSED

Shares0 from 15,950

Change-15,950 (-100%)

Value$0 (-$234.5K)

Filed 2026-04-22

Commerce Bank

CLOSED

Shares0 from 15,819

Change-15,819 (-100%)

Value$0 (-$232.5K)

Filed 2026-05-11

Creative Planning

CLOSED

Shares0 from 15,633

Change-15,633 (-100%)

Value$0 (-$229.8K)

Filed 2026-05-12

Apella Capital, LLC

CLOSED

Shares0 from 15,035

Change-15,035 (-100%)

Value$0 (-$221.0K)

Filed 2026-04-20

Encompass Wealth Advisors, LLC

CLOSED

Shares0 from 14,207

Change-14,207 (-100%)

Value$0 (-$208.8K)

Filed 2026-04-21

Pointe Capital Management LLC

CLOSED

Shares0 from 14,155

Change-14,155 (-100%)

Value$0 (-$208.1K)

Filed 2026-05-15

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 14,101

Change-14,101 (-100%)

Value$0 (-$207.3K)

Filed 2026-04-21

Davenport & Co LLC

CLOSED

Shares0 from 13,927

Change-13,927 (-100%)

Value$0 (-$204.7K)

Filed 2026-04-15

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 13,923

Change-13,923 (-100%)

Value$0 (-$204.7K)

Filed 2026-04-20

Quantedge Capital Pte Ltd

CLOSED

Shares0 from 13,900

Change-13,900 (-100%)

Value$0 (-$204.3K)

Filed 2026-05-12

Choreo, LLC

CLOSED

Shares0 from 13,790

Change-13,790 (-100%)

Value$0 (-$204.8K)

Filed 2026-05-13

Laird Norton Wetherby Trust Company, LLC

CLOSED

Shares0 from 13,768

Change-13,768 (-100%)

Value$0 (-$202.4K)

Filed 2026-05-15

Founders Financial Alliance, LLC

CLOSED

Shares0 from 13,225

Change-13,225 (-100%)

Value$0 (-$194.4K)

Filed 2026-05-11

Centurion Wealth Management LLC

CLOSED

Shares0 from 12,318

Change-12,318 (-100%)

Value$0 (-$181.1K)

Filed 2026-04-13

Quarry LP

CLOSED

Shares0 from 11,723

Change-11,723 (-100%)

Value$0 (-$172.3K)

Filed 2026-05-15

Klcm Advisors, Inc.

CLOSED

Shares0 from 11,694

Change-11,694 (-100%)

Value$0 (-$171.9K)

Filed 2026-04-30

Horizon Wealth Management, LLC

CLOSED

Shares0 from 11,660

Change-11,660 (-100%)

Value$0 (-$171.4K)

Filed 2026-04-24

ARQ Wealth Advisors, LLC

CLOSED

Shares0 from 10,976

Change-10,976 (-100%)

Value$0 (-$161.3K)

Filed 2026-05-01

Glen Eagle Advisors, LLC

CLOSED

Shares0 from 10,738

Change-10,738 (-100%)

Value$0 (-$157.9K)

Filed 2026-05-15

Closed-End Fund Advisors, Inc.

CLOSED

Shares0 from 10,353

Change-10,353 (-100%)

Value$0 (-$152.2K)

Filed 2026-05-11

Snowden Capital Advisors LLC

CLOSED

Shares0 from 10,339

Change-10,339 (-100%)

Value$0 (-$152.0K)

Filed 2026-05-15

Almitas Capital LLC

CLOSED

Shares0 from 10,320

Change-10,320 (-100%)

Value$0 (-$151.7K)

Filed 2026-05-15

CWM, LLC

CLOSED

Shares0 from 9,748

Change-9,748 (-100%)

Value$0 (-$143)

Filed 2026-05-14

Blue Trust, Inc.

CLOSED

Shares0 from 9,321

Change-9,321 (-100%)

Value$0 (-$137.0K)

Filed 2026-04-20

Hollencrest Capital Management

CLOSED

Shares0 from 8,609

Change-8,609 (-100%)

Value$0 (-$126.6K)

Filed 2026-05-07

Harbour Investments, Inc.

CLOSED

Shares0 from 8,273

Change-8,273 (-100%)

Value$0 (-$121.6K)

Filed 2026-05-15

Cornerstone Financial Management LLC

CLOSED

Shares0 from 8,000

Change-8,000 (-100%)

Value$0 (-$117.6K)

Filed 2026-08-28

Wealth Preservation Advisors, LLC

CLOSED

Shares0 from 7,655

Change-7,655 (-100%)

Value$0 (-$112.5K)

Filed 2026-05-15

Hazlett, Burt & Watson, Inc.

CLOSED

Shares0 from 7,594

Change-7,594 (-100%)

Value$0 (-$112)

Filed 2026-05-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 5,179

Change-5,179 (-100%)

Value$0 (-$76.1K)

Filed 2026-04-07

Bayban

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$73.5K)

Filed 2026-04-24

US Bancorp \de\

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$73.5K)

Filed 2026-05-15

Smallwood Wealth Investment Management, LLC

CLOSED

Shares0 from 4,100

Change-4,100 (-100%)

Value$0 (-$60.3K)

Filed 2026-04-22

Citigroup Inc

CLOSED

Shares0 from 3,450

Change-3,450 (-100%)

Value$0 (-$50.7K)

Filed 2026-05-11

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 3,400

Change-3,400 (-100%)

Value$0 (-$50.0K)

Filed 2026-04-23

Annis Gardner Whiting Capital Advisors, LLC

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$44.1K)

Filed 2026-05-06

Huntington National Bank

CLOSED

Shares0 from 2,534

Change-2,534 (-100%)

Value$0 (-$37.3K)

Filed 2026-05-15

Signaturefd, LLC

CLOSED

Shares0 from 2,511

Change-2,511 (-100%)

Value$0 (-$36.9K)

Filed 2026-04-07

JPMorgan Chase & Co

CLOSED

Shares0 from 2,428

Change-2,428 (-100%)

Value$0 (-$35.7K)

Filed 2026-05-13

Arax Advisory Partners

CLOSED

Shares0 from 2,250

Change-2,250 (-100%)

Value$0 (-$33.1K)

Filed 2026-05-13

Eastern Bank

CLOSED

Shares0 from 2,199

Change-2,199 (-100%)

Value$0 (-$32.3K)

Filed 2026-04-07

Pinnacle Wealth Planning Services, Inc.

CLOSED

Shares0 from 2,027

Change-2,027 (-100%)

Value$0 (-$29.8K)

Filed 2026-05-11

Sound Income Strategies, LLC

CLOSED

Shares0 from 1,875

Change-1,875 (-100%)

Value$0 (-$27.4K)

Filed 2026-04-27

Delta Asset Management LLC

CLOSED

Shares0 from 1,800

Change-1,800 (-100%)

Value$0 (-$26.5K)

Filed 2026-05-11

Bangor Savings Bank

CLOSED

Shares0 from 1,057

Change-1,057 (-100%)

Value$0 (-$15.5K)

Filed 2026-04-01

Kilter Group LLC

CLOSED

Shares0 from 975

Change-975 (-100%)

Value$0 (-$14.3K)

Filed 2026-05-14

Hoese & Co LLP

CLOSED

Shares0 from 875

Change-875 (-100%)

Value$0 (-$12.9K)

Filed 2026-04-22

SageView Advisory Group, LLC

CLOSED

Shares0 from 811

Change-811 (-100%)

Value$0 (-$11.9K)

Filed 2026-08-10

Berthel, Fisher & Company Financial Services, Inc.

CLOSED

Shares0 from 749

Change-749 (-100%)

Value$0 (-$11.0K)

Filed 2026-10-30

BFC Planning, Inc.

CLOSED

Shares0 from 749

Change-749 (-100%)

Value$0 (-$11.0K)

Filed 2026-10-29

Rothschild Investment LLC

CLOSED

Shares0 from 693

Change-693 (-100%)

Value$0 (-$10.2K)

Filed 2026-05-07

Imprint Wealth LLC

CLOSED

Shares0 from 630

Change-630 (-100%)

Value$0 (-$9.3K)

Filed 2026-05-15

Geneos Wealth Management Inc.

CLOSED

Shares0 from 564

Change-564 (-100%)

Value$0 (-$8.3K)

Filed 2026-05-05

WPG Advisers, LLC

CLOSED

Shares0 from 562

Change-562 (-100%)

Value$0 (-$8.3K)

Filed 2026-04-30

Wilmington Savings Fund Society, FSB

CLOSED

Shares0 from 504

Change-504 (-100%)

Value$0 (-$7.4K)

Filed 2026-04-30

Jones Financial Companies Lllp

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$7.4K)

Filed 2026-05-15

Kayne Anderson Rudnick Investment Management LLC

CLOSED

Shares0 from 465

Change-465 (-100%)

Value$0 (-$6.8K)

Filed 2026-05-14

BOK Financial Private Wealth, Inc.

CLOSED

Shares0 from 435

Change-435 (-100%)

Value$0 (-$6.4K)

Filed 2026-05-12

Tucker Asset Management LLC

CLOSED

Shares0 from 406

Change-406 (-100%)

Value$0 (-$6.0K)

Filed 2026-08-27

Glass Jacobson Investment Advisors llc

CLOSED

Shares0 from 256

Change-256 (-100%)

Value$0 (-$3.8K)

Filed 2026-04-23

Colonial Trust Co / SC

CLOSED

Shares0 from 254

Change-254 (-100%)

Value$0 (-$3.7K)

Filed 2026-05-12

Fortis Group Advisors, LLC

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$3.7K)

Filed 2026-05-08

Lodestone Wealth Management LLC

CLOSED

Shares0 from 228

Change-228 (-100%)

Value$0 (-$3.4K)

Filed 2026-05-01

ST Germain D J Co Inc

CLOSED

Shares0 from 187

Change-187 (-100%)

Value$0 (-$2.7K)

Filed 2026-04-13

Pinnacle Bancorp, Inc.

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$1.7K)

Filed 2026-04-22

SHP Wealth Management

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$1.6K)

Filed 2026-05-08

Evolution Wealth Management Inc.

CLOSED

Shares0 from 109

Change-109 (-100%)

Value$0 (-$1.6K)

Filed 2026-04-27

Costello Asset Management, Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.5K)

Filed 2026-04-30

Key FInancial Inc

CLOSED

Shares0 from 37

Change-37 (-100%)

Value$0 (-$544)

Filed 2026-04-24

Matrix Trust Co

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-04-10

Triumph Capital Management

DECREASED

Shares0 from 18,132

Change-18,132 (-100%)

Value$4.9K (-$261.6K)

Filed 2026-05-13

Prosperity Wealth Management, Inc.

N/A

Shares— from 126,381

Change-126,381 (-100%)

Value—

Comerica Bank

N/A

Shares— from 92,980

Change-92,980 (-100%)

Value—

Puff Wealth Management, LLC

N/A

Shares— from 72,819

Change-72,819 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,645

Change-4,645 (-100%)

Value—

	Status
IFP Advisors, Inc	DECREASED	18,947	28,947	-10,000	-35%	$425.5K	$284.8K	-$140.7K	2026-04-13
Private Trust Co NA	UNCHANGED	2,000	2,000	0	0%	$29.4K	$26.5K	-$2.9K	2026-04-30
CoreFirst Bank & Trust	UNCHANGED	930	930	0	0%	$13.7K	$12.3K	-$1.3K	2026-06-03
Ameliora Wealth Management Ltd.	UNCHANGED	200	200	0	0%	$2.9K	$2.7K	-$288	2026-04-23
McIlrath & Eck, LLC	NEW	0	—	0	—	—	$0	—	2026-05-19
Morgan Stanley	CLOSED	0	12,037,265	-12,037,265	-100%	$176.9M	$0	-$176.9M	2026-05-15
Advisors Asset Management, Inc.	CLOSED	0	2,614,032	-2,614,032	-100%	$38.4M	$0	-$38.4M	2026-05-15
LPL Financial LLC	CLOSED	0	1,722,466	-1,722,466	-100%	$25.3M	$0	-$25.3M	2026-05-06
Wells Fargo & Company	CLOSED	0	1,707,328	-1,707,328	-100%	$25.1M	$0	-$25.1M	2026-07-08
Invesco Ltd.	CLOSED	0	1,445,343	-1,445,343	-100%	$21.2M	$0	-$21.2M	2026-07-15
UBS Group AG	CLOSED	0	1,433,452	-1,433,452	-100%	$21.1M	$0	-$21.1M	2026-05-05
Allspring Global Investments Holdings, LLC	CLOSED	0	1,057,645	-1,057,645	-100%	$15.5M	$0	-$15.5M	2026-05-05
Raymond James Financial Inc	CLOSED	0	1,051,368	-1,051,368	-100%	$15.5M	$0	-$15.5M	2026-05-14
Bank of America Corp	CLOSED	0	864,351	-864,351	-100%	$12.7M	$0	-$12.7M	2026-05-18
HighTower Advisors, LLC	CLOSED	0	688,353	-688,353	-100%	$10.1M	$0	-$10.1M	2026-05-05
Guggenheim Capital LLC	CLOSED	0	584,818	-584,818	-100%	$8.6M	$0	-$8.6M	2026-05-15
Cambridge Investment Research Advisors, Inc.	CLOSED	0	532,098	-532,098	-100%	$7.8K	$0	-$7.8K	2026-04-30
Royal Bank of Canada	CLOSED	0	461,647	-461,647	-100%	$6.8M	$0	-$6.8M	2026-05-15
Osaic Holdings, Inc.	CLOSED	0	451,649	-451,649	-100%	$6.6M	$0	-$6.6M	2026-05-15
Twelve Points Wealth Management LLC	CLOSED	0	366,510	-366,510	-100%	$5.4M	$0	-$5.4M	2026-04-14
Stifel Financial Corp	CLOSED	0	326,600	-326,600	-100%	$4.8M	$0	-$4.8M	2026-05-12
Janney Montgomery Scott LLC	CLOSED	0	277,034	-277,034	-100%	$4.1K	$0	-$4.1K	2026-04-22
Moneco Advisors, LLC	CLOSED	0	246,917	-246,917	-100%	$3.6M	$0	-$3.6M	2026-05-08
Commonwealth Equity Services, LLC	CLOSED	0	245,449	-245,449	-100%	$3.6M	$0	-$3.6M	2026-04-27
Sage Capital Management, LLC	CLOSED	0	239,661	-239,661	-100%	$3.5M	$0	-$3.5M	2026-04-15
&partners	CLOSED	0	201,587	-201,587	-100%	$3.0M	$0	-$3.0M	2026-05-15
Hennion & Walsh Asset Management, Inc.	CLOSED	0	176,905	-176,905	-100%	$2.6M	$0	-$2.6M	2026-05-13
Envestnet Asset Management Inc	CLOSED	0	176,287	-176,287	-100%	$2.6M	$0	-$2.6M	2026-05-04
Cetera Investment Advisers	CLOSED	0	175,873	-175,873	-100%	$2.6M	$0	-$2.6M	2026-05-13
Focus Partners Wealth	CLOSED	0	138,187	-138,187	-100%	$2.0M	$0	-$2.0M	2026-05-15
Two Sigma Investments, LP	CLOSED	0	135,519	-135,519	-100%	$2.0M	$0	-$2.0M	2026-05-15
Lighthouse Financial Services Inc	CLOSED	0	133,174	-133,174	-100%	$2.0M	$0	-$2.0M	2026-04-15
Park Avenue Securities LLC	CLOSED	0	127,179	-127,179	-100%	$1.9K	$0	-$1.9K	2026-04-07
AQR Arbitrage LLC	CLOSED	0	125,210	-125,210	-100%	$1.8M	$0	-$1.8M	2026-05-15
NCP Inc.	CLOSED	0	124,716	-124,716	-100%	$1.8M	$0	-$1.8M	2026-05-08
TPG Advisors LLC	CLOSED	0	122,371	-122,371	-100%	$1.8M	$0	-$1.8M	2026-04-22
Shaker Financial Services, LLC	CLOSED	0	121,640	-121,640	-100%	$1.8M	$0	-$1.8M	2026-05-12
Richmond Investment Services, LLC	CLOSED	0	113,259	-113,259	-100%	$1.7M	$0	-$1.7M	2026-04-29
Prospera Financial Services Inc	CLOSED	0	106,029	-106,029	-100%	$1.6M	$0	-$1.6M	2026-04-14
Compound Planning, Inc.	CLOSED	0	95,651	-95,651	-100%	$1.4M	$0	-$1.4M	2026-05-14
Shulman DeMeo Asset Management LLC	CLOSED	0	94,573	-94,573	-100%	$1.4M	$0	-$1.4M	2026-04-09
Islay Capital Management, LLC	CLOSED	0	89,516	-89,516	-100%	$1.3M	$0	-$1.3M	2026-05-14
NewEdge Advisors, LLC	CLOSED	0	89,051	-89,051	-100%	$1.3M	$0	-$1.3M	2026-06-03
Kestra Advisory Services, LLC	CLOSED	0	83,340	-83,340	-100%	$1.2M	$0	-$1.2M	2026-04-30
Moors & Cabot, Inc.	CLOSED	0	76,618	-76,618	-100%	$1.1M	$0	-$1.1M	2026-05-08
Blake Schutter Theil Wealth Advisors, LLC	CLOSED	0	69,078	-69,078	-100%	$1.0M	$0	-$1.0M	2026-05-04
Patten Group, Inc.	CLOSED	0	67,086	-67,086	-100%	$986.2K	$0	-$986.2K	2026-04-24
Advisory Advocates, LLC	CLOSED	0	61,900	-61,900	-100%	$909.9K	$0	-$909.9K	2026-05-05
Sims Investment Management, LLC	CLOSED	0	60,100	-60,100	-100%	$883.5K	$0	-$883.5K	2026-04-21
Logan Stone Capital, LLC	CLOSED	0	58,669	-58,669	-100%	$862.4K	$0	-$862.4K	2026-05-15
Absolute Investment Advisers, LLC	CLOSED	0	56,216	-56,216	-100%	$827.2K	$0	-$827.2K	2026-04-22
Steward Partners Investment Advisory, LLC	CLOSED	0	52,707	-52,707	-100%	$774.8K	$0	-$774.8K	2026-05-08
UMB Bank, n.a.	CLOSED	0	51,793	-51,793	-100%	$761.4K	$0	-$761.4K	2026-05-11
International Assets Investment Management, LLC	CLOSED	0	51,758	-51,758	-100%	$760.8K	$0	-$760.8K	2026-05-01
PNC Financial Services Group, Inc.	CLOSED	0	50,737	-50,737	-100%	$745.8K	$0	-$745.8K	2026-05-08
Alteri Wealth LLC	CLOSED	0	50,108	-50,108	-100%	$736.6K	$0	-$736.6K	2026-05-06
Venture Visionary Partners LLC	CLOSED	0	49,679	-49,679	-100%	$754.5K	$0	-$754.5K	2026-05-14
GatePass Capital, LLC	CLOSED	0	46,000	-46,000	-100%	$676.2K	$0	-$676.2K	2026-05-06
D.A. Davidson & Co.	CLOSED	0	44,517	-44,517	-100%	$654.4K	$0	-$654.4K	2026-05-05
Forteris Wealth Management Inc.	CLOSED	0	43,883	-43,883	-100%	$645.1K	$0	-$645.1K	2026-04-21
Ionic Capital Management LLC	CLOSED	0	42,861	-42,861	-100%	$630.1K	$0	-$630.1K	2026-05-15
Focused Wealth Management, Inc	CLOSED	0	42,074	-42,074	-100%	$618.5K	$0	-$618.5K	2026-04-20
Truist Financial Corp	CLOSED	0	41,887	-41,887	-100%	$615.7K	$0	-$615.7K	2026-04-27
Cornerstone Advisors, LLC	CLOSED	0	41,504	-41,504	-100%	$610.1K	$0	-$610.1K	2026-05-08
Spire Wealth Management	CLOSED	0	41,243	-41,243	-100%	$606.3K	$0	-$606.3K	2026-04-22
Rockefeller Capital Management L.P.	CLOSED	0	39,680	-39,680	-100%	$583.3K	$0	-$583.3K	2026-05-14
High Point Wealth Management, LLC	CLOSED	0	39,066	-39,066	-100%	$574.3K	$0	-$574.3K	2026-04-08
Pflug Koory, LLC	CLOSED	0	38,938	-38,938	-100%	$572.4K	$0	-$572.4K	2026-04-22
Allworth Financial LP	CLOSED	0	37,873	-37,873	-100%	$556.7K	$0	-$556.7K	2026-05-15
PMG Family Office LLC	CLOSED	0	37,052	-37,052	-100%	$544.7K	$0	-$544.7K	2026-04-17
Northwestern Mutual Wealth Management Co	CLOSED	0	36,892	-36,892	-100%	$542.3K	$0	-$542.3K	2026-05-07
Investment Partners Asset Management, Inc.	CLOSED	0	36,709	-36,709	-100%	$539.6K	$0	-$539.6K	2026-04-07
Leo Wealth, LLC	CLOSED	0	34,991	-34,991	-100%	$514.4K	$0	-$514.4K	2026-05-05
Marco Investment Management LLC	CLOSED	0	34,300	-34,300	-100%	$504.2K	$0	-$504.2K	2026-05-08
World Equity Group, Inc.	CLOSED	0	33,534	-33,534	-100%	$493.0K	$0	-$493.0K	2026-05-06
Hilltop Holdings Inc.	CLOSED	0	33,370	-33,370	-100%	$490.5K	$0	-$490.5K	2026-05-14
Jackson, Grant Investment Advisers, Inc.	CLOSED	0	32,004	-32,004	-100%	$470.5K	$0	-$470.5K	2026-05-08
Baird Financial Group, Inc.	CLOSED	0	31,681	-31,681	-100%	$465.7K	$0	-$465.7K	2026-05-14
Sanctuary Advisors, LLC	CLOSED	0	31,019	-31,019	-100%	$456.0K	$0	-$456.0K	2026-05-05
Lanark Financial, Inc.	CLOSED	0	28,864	-28,864	-100%	$424.3K	$0	-$424.3K	2026-04-14
Patriot Financial Group Insurance Agency, LLC	CLOSED	0	27,978	-27,978	-100%	$411.3K	$0	-$411.3K	2026-04-22
Integrated Capital Management, Inc.	CLOSED	0	27,738	-27,738	-100%	$407.8K	$0	-$407.8K	2026-05-07
Wolverine Asset Management LLC	CLOSED	0	27,191	-27,191	-100%	$399.7K	$0	-$399.7K	2026-05-04
World Investment Advisors	CLOSED	0	26,885	-26,885	-100%	$395.2K	$0	-$395.2K	2026-04-27
Instrumental Wealth, LLC	CLOSED	0	26,833	-26,833	-100%	$392.8K	$0	-$392.8K	2026-04-21
Tyche Wealth Partners LLC	CLOSED	0	23,400	-23,400	-100%	$344.0K	$0	-$344.0K	2026-05-06
Summit Financial, LLC	CLOSED	0	22,988	-22,988	-100%	$337.9K	$0	-$337.9K	2026-05-15
MML Investors Services, LLC	CLOSED	0	22,627	-22,627	-100%	$332.6K	$0	-$332.6K	2026-05-04
Pasadena Private Wealth, LLC	CLOSED	0	21,548	-21,548	-100%	$316.8K	$0	-$316.8K	2026-04-22
Nations Financial Group Inc,	CLOSED	0	21,377	-21,377	-100%	$314.2K	$0	-$314.2K	2026-04-15
Palogic Value Management, L.P.	CLOSED	0	21,371	-21,371	-100%	$314.2K	$0	-$314.2K	2026-05-15
Mariner, LLC	CLOSED	0	20,867	-20,867	-100%	$306.7K	$0	-$306.7K	2026-05-13
Landscape Capital Management, L.L.C.	CLOSED	0	20,625	-20,625	-100%	$303.2K	$0	-$303.2K	2026-05-12
CoreCap Advisors, LLC	CLOSED	0	20,565	-20,565	-100%	$302.3K	$0	-$302.3K	2026-04-07
Armor Investment Advisors, LLC	CLOSED	0	19,673	-19,673	-100%	$289.2K	$0	-$289.2K	2026-04-29
Commons Capital, LLC	CLOSED	0	19,363	-19,363	-100%	$284.6K	$0	-$284.6K	2026-04-30
Maltin Wealth Management, Inc.	CLOSED	0	19,177	-19,177	-100%	$281.9K	$0	-$281.9K	2026-04-21
Apriem Advisors	CLOSED	0	17,968	-17,968	-100%	$264.1K	$0	-$264.1K	2026-05-15
Pathstone Holdings, LLC	CLOSED	0	17,537	-17,537	-100%	$257.8K	$0	-$257.8K	2026-05-11
Kovack Advisors, Inc.	CLOSED	0	17,278	-17,278	-100%	$254.0K	$0	-$254.0K	2026-05-13
StoneX Group Inc.	CLOSED	0	17,174	-17,174	-100%	$252.5K	$0	-$252.5K	2026-05-14
Decision Investments, Inc	CLOSED	0	16,936	-16,936	-100%	$249.0K	$0	-$249.0K	2026-04-22
Captrust Financial Advisors	CLOSED	0	16,662	-16,662	-100%	$244.9K	$0	-$244.9K	2026-05-15
Jane Street Group, LLC	CLOSED	0	16,283	-16,283	-100%	$239.4K	$0	-$239.4K	2026-05-12
Bay Capital Advisors, LLC	CLOSED	0	15,950	-15,950	-100%	$234.5K	$0	-$234.5K	2026-04-22
Commerce Bank	CLOSED	0	15,819	-15,819	-100%	$232.5K	$0	-$232.5K	2026-05-11
Creative Planning	CLOSED	0	15,633	-15,633	-100%	$229.8K	$0	-$229.8K	2026-05-12
Apella Capital, LLC	CLOSED	0	15,035	-15,035	-100%	$221.0K	$0	-$221.0K	2026-04-20
Encompass Wealth Advisors, LLC	CLOSED	0	14,207	-14,207	-100%	$208.8K	$0	-$208.8K	2026-04-21
Pointe Capital Management LLC	CLOSED	0	14,155	-14,155	-100%	$208.1K	$0	-$208.1K	2026-05-15
Concurrent Investment Advisors, LLC	CLOSED	0	14,101	-14,101	-100%	$207.3K	$0	-$207.3K	2026-04-21
Davenport & Co LLC	CLOSED	0	13,927	-13,927	-100%	$204.7K	$0	-$204.7K	2026-04-15
Kestra Private Wealth Services, LLC	CLOSED	0	13,923	-13,923	-100%	$204.7K	$0	-$204.7K	2026-04-20
Quantedge Capital Pte Ltd	CLOSED	0	13,900	-13,900	-100%	$204.3K	$0	-$204.3K	2026-05-12
Choreo, LLC	CLOSED	0	13,790	-13,790	-100%	$204.8K	$0	-$204.8K	2026-05-13
Laird Norton Wetherby Trust Company, LLC	CLOSED	0	13,768	-13,768	-100%	$202.4K	$0	-$202.4K	2026-05-15
Founders Financial Alliance, LLC	CLOSED	0	13,225	-13,225	-100%	$194.4K	$0	-$194.4K	2026-05-11
Centurion Wealth Management LLC	CLOSED	0	12,318	-12,318	-100%	$181.1K	$0	-$181.1K	2026-04-13
Quarry LP	CLOSED	0	11,723	-11,723	-100%	$172.3K	$0	-$172.3K	2026-05-15
Klcm Advisors, Inc.	CLOSED	0	11,694	-11,694	-100%	$171.9K	$0	-$171.9K	2026-04-30
Horizon Wealth Management, LLC	CLOSED	0	11,660	-11,660	-100%	$171.4K	$0	-$171.4K	2026-04-24
ARQ Wealth Advisors, LLC	CLOSED	0	10,976	-10,976	-100%	$161.3K	$0	-$161.3K	2026-05-01
Glen Eagle Advisors, LLC	CLOSED	0	10,738	-10,738	-100%	$157.9K	$0	-$157.9K	2026-05-15
Closed-End Fund Advisors, Inc.	CLOSED	0	10,353	-10,353	-100%	$152.2K	$0	-$152.2K	2026-05-11
Snowden Capital Advisors LLC	CLOSED	0	10,339	-10,339	-100%	$152.0K	$0	-$152.0K	2026-05-15
Almitas Capital LLC	CLOSED	0	10,320	-10,320	-100%	$151.7K	$0	-$151.7K	2026-05-15
CWM, LLC	CLOSED	0	9,748	-9,748	-100%	$143	$0	-$143	2026-05-14
Blue Trust, Inc.	CLOSED	0	9,321	-9,321	-100%	$137.0K	$0	-$137.0K	2026-04-20
Hollencrest Capital Management	CLOSED	0	8,609	-8,609	-100%	$126.6K	$0	-$126.6K	2026-05-07
Harbour Investments, Inc.	CLOSED	0	8,273	-8,273	-100%	$121.6K	$0	-$121.6K	2026-05-15
Cornerstone Financial Management LLC	CLOSED	0	8,000	-8,000	-100%	$117.6K	$0	-$117.6K	2026-08-28
Wealth Preservation Advisors, LLC	CLOSED	0	7,655	-7,655	-100%	$112.5K	$0	-$112.5K	2026-05-15
Hazlett, Burt & Watson, Inc.	CLOSED	0	7,594	-7,594	-100%	$112	$0	-$112	2026-05-14
Farther Finance Advisors, LLC	CLOSED	0	5,179	-5,179	-100%	$76.1K	$0	-$76.1K	2026-04-07
Bayban	CLOSED	0	5,000	-5,000	-100%	$73.5K	$0	-$73.5K	2026-04-24
US Bancorp \de\	CLOSED	0	5,000	-5,000	-100%	$73.5K	$0	-$73.5K	2026-05-15
Smallwood Wealth Investment Management, LLC	CLOSED	0	4,100	-4,100	-100%	$60.3K	$0	-$60.3K	2026-04-22
Citigroup Inc	CLOSED	0	3,450	-3,450	-100%	$50.7K	$0	-$50.7K	2026-05-11
Harbor Investment Advisory, LLC	CLOSED	0	3,400	-3,400	-100%	$50.0K	$0	-$50.0K	2026-04-23
Annis Gardner Whiting Capital Advisors, LLC	CLOSED	0	3,000	-3,000	-100%	$44.1K	$0	-$44.1K	2026-05-06
Huntington National Bank	CLOSED	0	2,534	-2,534	-100%	$37.3K	$0	-$37.3K	2026-05-15
Signaturefd, LLC	CLOSED	0	2,511	-2,511	-100%	$36.9K	$0	-$36.9K	2026-04-07
JPMorgan Chase & Co	CLOSED	0	2,428	-2,428	-100%	$35.7K	$0	-$35.7K	2026-05-13
Arax Advisory Partners	CLOSED	0	2,250	-2,250	-100%	$33.1K	$0	-$33.1K	2026-05-13
Eastern Bank	CLOSED	0	2,199	-2,199	-100%	$32.3K	$0	-$32.3K	2026-04-07
Pinnacle Wealth Planning Services, Inc.	CLOSED	0	2,027	-2,027	-100%	$29.8K	$0	-$29.8K	2026-05-11
Sound Income Strategies, LLC	CLOSED	0	1,875	-1,875	-100%	$27.4K	$0	-$27.4K	2026-04-27
Delta Asset Management LLC	CLOSED	0	1,800	-1,800	-100%	$26.5K	$0	-$26.5K	2026-05-11
Bangor Savings Bank	CLOSED	0	1,057	-1,057	-100%	$15.5K	$0	-$15.5K	2026-04-01
Kilter Group LLC	CLOSED	0	975	-975	-100%	$14.3K	$0	-$14.3K	2026-05-14
Hoese & Co LLP	CLOSED	0	875	-875	-100%	$12.9K	$0	-$12.9K	2026-04-22
SageView Advisory Group, LLC	CLOSED	0	811	-811	-100%	$11.9K	$0	-$11.9K	2026-08-10
Berthel, Fisher & Company Financial Services, Inc.	CLOSED	0	749	-749	-100%	$11.0K	$0	-$11.0K	2026-10-30
BFC Planning, Inc.	CLOSED	0	749	-749	-100%	$11.0K	$0	-$11.0K	2026-10-29
Rothschild Investment LLC	CLOSED	0	693	-693	-100%	$10.2K	$0	-$10.2K	2026-05-07
Imprint Wealth LLC	CLOSED	0	630	-630	-100%	$9.3K	$0	-$9.3K	2026-05-15
Geneos Wealth Management Inc.	CLOSED	0	564	-564	-100%	$8.3K	$0	-$8.3K	2026-05-05
WPG Advisers, LLC	CLOSED	0	562	-562	-100%	$8.3K	$0	-$8.3K	2026-04-30
Wilmington Savings Fund Society, FSB	CLOSED	0	504	-504	-100%	$7.4K	$0	-$7.4K	2026-04-30
Jones Financial Companies Lllp	CLOSED	0	500	-500	-100%	$7.4K	$0	-$7.4K	2026-05-15
Kayne Anderson Rudnick Investment Management LLC	CLOSED	0	465	-465	-100%	$6.8K	$0	-$6.8K	2026-05-14
BOK Financial Private Wealth, Inc.	CLOSED	0	435	-435	-100%	$6.4K	$0	-$6.4K	2026-05-12
Tucker Asset Management LLC	CLOSED	0	406	-406	-100%	$6.0K	$0	-$6.0K	2026-08-27
Glass Jacobson Investment Advisors llc	CLOSED	0	256	-256	-100%	$3.8K	$0	-$3.8K	2026-04-23
Colonial Trust Co / SC	CLOSED	0	254	-254	-100%	$3.7K	$0	-$3.7K	2026-05-12
Fortis Group Advisors, LLC	CLOSED	0	250	-250	-100%	$3.7K	$0	-$3.7K	2026-05-08
Lodestone Wealth Management LLC	CLOSED	0	228	-228	-100%	$3.4K	$0	-$3.4K	2026-05-01
ST Germain D J Co Inc	CLOSED	0	187	-187	-100%	$2.7K	$0	-$2.7K	2026-04-13
Pinnacle Bancorp, Inc.	CLOSED	0	115	-115	-100%	$1.7K	$0	-$1.7K	2026-04-22
SHP Wealth Management	CLOSED	0	110	-110	-100%	$1.6K	$0	-$1.6K	2026-05-08
Evolution Wealth Management Inc.	CLOSED	0	109	-109	-100%	$1.6K	$0	-$1.6K	2026-04-27
Costello Asset Management, Inc	CLOSED	0	100	-100	-100%	$1.5K	$0	-$1.5K	2026-04-30
Key FInancial Inc	CLOSED	0	37	-37	-100%	$544	$0	-$544	2026-04-24
Matrix Trust Co	CLOSED	0	0	0	—	$0	$0	$0	2026-04-10
Triumph Capital Management	DECREASED	0	18,132	-18,132	-100%	$266.5K	$4.9K	-$261.6K	2026-05-13
Prosperity Wealth Management, Inc.	N/A	—	126,381	-126,381	-100%	$1.9M	—	—	—
Comerica Bank	N/A	—	92,980	-92,980	-100%	$1.4M	—	—	—
Puff Wealth Management, LLC	N/A	—	72,819	-72,819	-100%	$1.1M	—	—	—
Global Retirement Partners, LLC	N/A	—	4,645	-4,645	-100%	$68.3K	—	—	—

Showing 179 of 179 institutions