Nuveen Floating Rate Income (JFR)

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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Congress Park Capital LLC

INCREASED

Shares3,633,513 from 3,477,794

Change+155,719 (+4%)

Value$27.0M (+$358.7K)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares2,319,275 from 2,621,477

Change-302,202 (-12%)

Value$17.3M (-$2.9M)

Filed 2026-11-06

Cyndeo Wealth Partners, LLC

DECREASED

Shares1,695,275 from 1,999,420

Change-304,145 (-15%)

Value$12.6M (-$2.7M)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

DECREASED

Shares380,762 from 381,673

Change-911 (0%)

Value$2.8M (-$94.6K)

Filed 2026-11-05

GraniteShares Advisors LLC

INCREASED

Shares361,998 from 356,400

Change+5,598 (+2%)

Value$2.7M (-$40.3K)

Filed 2026-10-29

International Assets Investment Management, LLC

DECREASED

Shares269,128 from 286,282

Change-17,154 (-6%)

Value$2.0M (-$196.5K)

Filed 2026-11-02

Matisse Capital

UNCHANGED

Shares250,000 from 250,000

Change0 (0%)

Value$1.9M (-$57.5K)

Filed 2026-10-29

RFG Advisory, LLC

INCREASED

Shares229,026 from 227,248

Change+1,778 (+1%)

Value$1.7M (-$39.0K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares215,442 from 234,220

Change-18,778 (-8%)

Value$1.6M (-$193.6K)

Filed 2026-11-02

Capital Investment Advisors, LLC

DECREASED

Shares209,198 from 216,825

Change-7,627 (-4%)

Value$1.6M (-$106.6K)

Filed 2026-10-22

Hourglass Capital, LLC

INCREASED

Shares195,640 from 193,824

Change+1,816 (+1%)

Value$1.5M (-$31.1K)

Filed 2026-10-26

Aviance Capital Partners, LLC

DECREASED

Shares183,255 from 187,284

Change-4,029 (-2%)

Value$1.4M (-$73.1K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares176,656 from 174,914

Change+1,742 (+1%)

Value$1.3K (-$1.3M)

Filed 2026-11-02

Choreo, LLC

DECREASED

Shares135,617 from 138,875

Change-3,258 (-2%)

Value$1.0M (-$55.6K)

Filed 2026-10-28

Wedbush Securities Inc

INCREASED

Shares122,273 from 12,436

Change+109,837 (+883%)

Value$910 (-$94.1K)

Filed 2026-10-22

Sigma Planning Corp

INCREASED

Shares121,958 from 113,279

Change+8,679 (+8%)

Value$907.4K (+$38.5K)

Filed 2026-10-23

Thrivent Financial for Lutherans

INCREASED

Shares108,343 from 106,834

Change+1,509 (+1%)

Value$806 (-$818.2K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares104,233 from 87,957

Change+16,276 (+19%)

Value$775.5K (+$100.9K)

Filed 2026-11-02

Melfa Wealth Management, Inc.

DECREASED

Shares100,619 from 107,219

Change-6,600 (-6%)

Value$748.6K (-$73.8K)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

INCREASED

Shares75,743 from 41,091

Change+34,652 (+84%)

Value$563.5K (+$248.4K)

Filed 2026-10-16

Scheeler Financial LLC

NEW

Shares71,073

Change+71,073

Value$528.8K

Filed 2026-10-13

Fortitude Advisory Group L.L.C.

INCREASED

Shares69,608 from 54,980

Change+14,628 (+27%)

Value$517.9K (+$96.2K)

Filed 2026-10-15

Edgemoor Investment Advisors, Inc.

UNCHANGED

Shares68,421 from 68,421

Change0 (0%)

Value$509.1K (-$15.7K)

Filed 2026-11-03

World Equity Group, Inc.

INCREASED

Shares64,390 from 57,298

Change+7,092 (+12%)

Value$479.1K (+$39.6K)

Filed 2026-10-14

Gill Capital Partners, LLC

DECREASED

Shares60,367 from 69,043

Change-8,676 (-13%)

Value$449.1K (-$80.4K)

Filed 2026-10-13

Summit Investment Advisors, Inc.\KS

DECREASED

Shares60,030 from 60,240

Change-210 (0%)

Value$446.6K (-$15.4K)

Filed 2026-11-05

New England Private Wealth Advisors LLC

UNCHANGED

Shares52,431 from 52,431

Change0 (0%)

Value$390.1K (-$11.0K)

Filed 2026-10-19

Independent Financial Group, LLC

DECREASED

Shares51,768 from 63,591

Change-11,823 (-19%)

Value$385.2K (-$102.6K)

Filed 2026-10-13

Oppenheimer & Co Inc

DECREASED

Shares49,635 from 54,139

Change-4,504 (-8%)

Value$369.3K (-$46.0K)

Filed 2026-10-26

Calamos Advisors LLC

INCREASED

Shares46,186 from 43,300

Change+2,886 (+7%)

Value$343.6K (+$11.5K)

Filed 2026-11-02

Ascentis Independent Advisors

NEW

Shares45,808

Change+45,808

Value$341.0K

Filed 2026-11-03

Coquina Private Wealth LLC

INCREASED

Shares45,664 from 44,304

Change+1,360 (+3%)

Value$339.7K (-$67)

Filed 2026-10-27

Conning Inc.

UNCHANGED

Shares43,050 from 43,050

Change0 (0%)

Value$320.3K (-$9.9K)

Filed 2026-10-27

Fifth Third Bancorp

INCREASED

Shares41,987 from 41,800

Change+187 (+0%)

Value$312.4K (-$8.2K)

Filed 2026-11-05

Koshinski Asset Management, Inc.

UNCHANGED

Shares40,838 from 40,838

Change0 (0%)

Value$303.8K (-$9.4K)

Filed 2026-10-29

Collar Capital Management, LLC

DECREASED

Shares40,571 from 53,397

Change-12,826 (-24%)

Value$301.8K (-$107.7K)

Filed 2026-10-28

RVW Wealth, LLC

UNCHANGED

Shares40,349 from 40,349

Change0 (0%)

Value$300.2K (-$9.3K)

Filed 2026-10-06

Shaker Financial Services, LLC

INCREASED

Shares39,609 from 21,631

Change+17,978 (+83%)

Value$296.1K (+$128.5K)

Filed 2026-10-14

CoreCap Advisors, LLC

DECREASED

Shares38,630 from 47,474

Change-8,844 (-19%)

Value$287.4K (-$76.7K)

Filed 2026-10-08

E&G Advisors, LLC

UNCHANGED

Shares35,659 from 35,659

Change0 (0%)

Value$265.3K (-$8.2K)

Filed 2026-10-13

Spire Wealth Management

DECREASED

Shares34,500 from 37,000

Change-2,500 (-7%)

Value$256.7K (-$27.1K)

Filed 2026-10-30

Closed-End Fund Advisors, Inc.

DECREASED

Shares30,339 from 32,942

Change-2,603 (-8%)

Value$225.7K (-$26.9K)

Filed 2026-11-04

Blueline Advisors LLC

DECREASED

Shares30,249 from 30,870

Change-621 (-2%)

Value$225.1K (-$13.0K)

Filed 2026-10-15

Merit Financial Group, LLC

INCREASED

Shares28,036 from 19,094

Change+8,942 (+47%)

Value$208.6K (+$62.1K)

Filed 2026-11-06

HBK Sorce Advisory LLC

DECREASED

Shares27,935 from 30,119

Change-2,184 (-7%)

Value$201.7K (-$31.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares26,981 from 27,669

Change-688 (-2%)

Value$198.6K (-$15.3K)

Filed 2026-10-13

Sheets Smith Wealth Management

UNCHANGED

Shares26,010 from 26,010

Change0 (0%)

Value$193.5K (-$6.0K)

Filed 2026-10-16

US Bancorp \de\

NEW

Shares24,000

Change+24,000

Value$178.6K

Filed 2026-11-05

Centurion Wealth Management LLC

UNCHANGED

Shares23,924 from 23,924

Change0 (0%)

Value$178.0K (-$5.5K)

Filed 2026-10-13

Nations Financial Group Inc,

INCREASED

Shares21,685 from 19,728

Change+1,957 (+10%)

Value$161.3K (+$10.0K)

Filed 2026-11-05

D.A. Davidson & Co.

INCREASED

Shares21,612 from 20,312

Change+1,300 (+6%)

Value$160.8K (+$5.0K)

Filed 2026-10-28

StoneX Group Inc.

NEW

Shares21,475

Change+21,475

Value$160.1K

Filed 2026-11-03

Shulman DeMeo Asset Management LLC

UNCHANGED

Shares21,002 from 21,002

Change0 (0%)

Value$151.8K (-$9.2K)

Filed 2026-10-09

Accredited Investor Services, LLC

DECREASED

Shares20,736 from 22,637

Change-1,901 (-8%)

Value$154.3K (-$19.4K)

Filed 2026-10-22

Grove Bank & Trust

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$148.8K (-$4.6K)

Filed 2026-10-08

Andrew Hill Investment Advisors, Inc.

NEW

Shares19,440

Change+19,440

Value$144.6K

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares17,538 from 18,627

Change-1,089 (-6%)

Value$130.5K (-$12.4K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares17,535 from 17,651

Change-116 (-1%)

Value$130.5K (-$4.9K)

Filed 2026-10-08

M Holdings Securities, Inc.

DECREASED

Shares17,467 from 26,139

Change-8,672 (-33%)

Value$127 (-$199.9K)

Filed 2026-11-03

Advisory Advocates, LLC

UNCHANGED

Shares16,534 from 16,534

Change0 (0%)

Value$123.0K (-$3.8K)

Filed 2026-11-05

Davenport & Co LLC

NEW

Shares16,447

Change+16,447

Value$122.4K

Filed 2026-10-14

NWF Advisory Services Inc.

INCREASED

Shares15,926 from 14,476

Change+1,450 (+10%)

Value$118.5K (+$7.5K)

Filed 2026-10-19

Park Avenue Securities LLC

DECREASED

Shares14,768 from 15,820

Change-1,052 (-7%)

Value$110 (-$120.9K)

Filed 2026-10-26

Compound Planning, Inc.

INCREASED

Shares14,767 from 14,710

Change+57 (+0%)

Value$109.9K (-$3.0K)

Filed 2026-11-05

Quadcap Wealth Management, LLC

DECREASED

Shares13,087 from 16,954

Change-3,867 (-23%)

Value$97.4K (-$32.7K)

Filed 2026-11-02

Burford Brothers, Inc.

UNCHANGED

Shares13,070 from 13,070

Change0 (0%)

Value$97.2K (-$3.0K)

Filed 2026-10-21

ProVise Management Group, LLC

UNCHANGED

Shares12,378 from 12,378

Change0 (0%)

Value$92.1K (-$2.8K)

Filed 2026-11-06

Curated Wealth Partners LLC

NEW

Shares12,375

Change+12,375

Value$92.1K

Filed 2026-10-15

Wealth Alliance Advisory Group, LLC

UNCHANGED

Shares11,741 from 11,741

Change0 (0%)

Value$87.4K (-$2.7K)

Filed 2026-10-14

Chicago Partners Investment Group LLC

INCREASED

Shares11,411 from 11,310

Change+101 (+1%)

Value$81.5K (-$5.0K)

Filed 2026-10-27

Level Four Advisory Services, LLC

DECREASED

Shares11,301 from 11,884

Change-583 (-5%)

Value$84.1K (-$7.1K)

Filed 2026-11-06

Dumont & Blake Investment Advisors LLC

UNCHANGED

Shares11,130 from 11,130

Change0 (0%)

Value$82.8K (-$2.6K)

Filed 2026-10-28

M.E. Allison & Co., Inc.

UNCHANGED

Shares10,788 from 10,788

Change0 (0%)

Value$80.3K (-$2.5K)

Filed 2026-10-09

City of London Investment Management Co LTD

DECREASED

Shares10,646 from 32,520

Change-21,874 (-67%)

Value$79.2K (-$170.2K)

Filed 2026-10-30

Samalin Investment Counsel, LLC

NEW

Shares10,130

Change+10,130

Value$75.4K

Filed 2026-10-23

Cassaday & Co Wealth Management LLC

INCREASED

Shares7,020 from 5,400

Change+1,620 (+30%)

Value$52.2K (+$10.8K)

Filed 2026-10-27

PNC Financial Services Group, Inc.

UNCHANGED

Shares4,718 from 4,718

Change0 (0%)

Value$35.1K (-$1.1K)

Filed 2026-11-06

WPG Advisers, LLC

DECREASED

Shares3,641 from 3,721

Change-80 (-2%)

Value$27.1K (-$1.5K)

Filed 2026-10-27

Parallel Advisors, LLC

NEW

Shares2,950

Change+2,950

Value$22.0K

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares2,897 from 2,897

Change0 (0%)

Value$22.2K ($0)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

NEW

Shares2,866

Change+2,866

Value$21.3K

Filed 2026-11-04

Bokf, NA

UNCHANGED

Shares2,376 from 2,376

Change0 (0%)

Value$17.7K (-$547)

Filed 2026-10-27

TD Waterhouse Canada Inc.

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$14.9K (-$500)

Filed 2026-10-16

Blue Bell Private Wealth Management, LLC

INCREASED

Shares1,900 from 300

Change+1,600 (+533%)

Value$14.1K (+$11.8K)

Filed 2026-10-29

Latitude Advisors, LLC

NEW

Shares1,615

Change+1,615

Value$12.0K

Filed 2026-10-27

Central Trust Co

NEW

Shares1,500

Change+1,500

Value$11.2K

Filed 2026-11-05

Barrett & Company, Inc.

UNCHANGED

Shares1,451 from 1,451

Change0 (0%)

Value$10.8K (-$334)

Filed 2026-10-22

FNY Investment Advisers, LLC

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$8 (-$1)

Filed 2026-10-16

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares800 from 2,100

Change-1,300 (-62%)

Value$6.0K (-$10.2K)

Filed 2026-10-14

Lanark Financial, Inc.

UNCHANGED

Shares550 from 550

Change0 (0%)

Value$4.1K (-$126)

Filed 2026-10-26

Highline Wealth Partners LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$3.7K (-$115)

Filed 2026-10-19

Signaturefd, LLC

INCREASED

Shares159 from 154

Change+5 (+3%)

Value$1.2K ($0)

Filed 2026-10-23

Seelaus Asset Management LLC

CLOSED

Shares0 from 63,592

Change-63,592 (-100%)

Value$0 (-$487.8K)

Filed 2026-10-14

Keyes, Stange & Wooten Wealth Management, LLC

CLOSED

Shares0 from 17,321

Change-17,321 (-100%)

Value$0 (-$132.9K)

Filed 2026-11-03

Brick & Kyle, Associates

CLOSED

Shares0 from 15,120

Change-15,120 (-100%)

Value$0 (-$113.7K)

Filed 2026-11-05

OpenArc Corporate Advisory, LLC

CLOSED

Shares0 from 12,487

Change-12,487 (-100%)

Value$0 (-$95.8K)

Filed 2026-10-21

MGO One Seven LLC

CLOSED

Shares0 from 10,061

Change-10,061 (-100%)

Value$0 (-$77.2K)

Filed 2026-10-28

Axiom Investment Management LLC

CLOSED

Shares0 from 5,931

Change-5,931 (-100%)

Value$0 (-$45.5K)

Filed 2026-11-03

LifeSteps Financial, Inc.

CLOSED

Shares0 from 1,250

Change-1,250 (-100%)

Value$0 (-$9.6K)

Filed 2026-10-15

Larson Financial Group LLC

UNCHANGED

Shares0 from 0

Change0

Value$2 ($0)

Filed 2026-11-05

Morgan Stanley

N/A

Shares— from 9,031,373

Change-9,031,373 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 4,082,097

Change-4,082,097 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 2,973,326

Change-2,973,326 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,935,750

Change-2,935,750 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 2,892,702

Change-2,892,702 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,604,993

Change-2,604,993 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 2,437,216

Change-2,437,216 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,029,187

Change-2,029,187 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,827,295

Change-1,827,295 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,822,745

Change-1,822,745 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,782,406

Change-1,782,406 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,301,970

Change-1,301,970 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 1,111,921

Change-1,111,921 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 971,097

Change-971,097 (-100%)

Value—

Kanen Wealth Management LLCA

N/A

Shares— from 959,147

Change-959,147 (-100%)

Value—

UBS Group AG

N/A

Shares— from 912,982

Change-912,982 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 853,263

Change-853,263 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 805,512

Change-805,512 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 722,018

Change-722,018 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 691,859

Change-691,859 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 581,044

Change-581,044 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 435,208

Change-435,208 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 414,174

Change-414,174 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 405,966

Change-405,966 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 292,973

Change-292,973 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 277,570

Change-277,570 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 271,569

Change-271,569 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 245,449

Change-245,449 (-100%)

Value—

North Ground Capital

N/A

Shares— from 222,501

Change-222,501 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 208,325

Change-208,325 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 204,292

Change-204,292 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 149,412

Change-149,412 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 118,450

Change-118,450 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 94,512

Change-94,512 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 87,400

Change-87,400 (-100%)

Value—

Blackhawk Capital Partners, LLC

N/A

Shares— from 75,620

Change-75,620 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 73,895

Change-73,895 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 72,748

Change-72,748 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 71,605

Change-71,605 (-100%)

Value—

&partners

N/A

Shares— from 68,718

Change-68,718 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 68,111

Change-68,111 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 64,526

Change-64,526 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 62,823

Change-62,823 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 57,539

Change-57,539 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 56,669

Change-56,669 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 50,559

Change-50,559 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 48,784

Change-48,784 (-100%)

Value—

Yakira Capital Management, Inc.

N/A

Shares— from 47,378

Change-47,378 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 45,443

Change-45,443 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 43,816

Change-43,816 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 36,442

Change-36,442 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 33,125

Change-33,125 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 31,319

Change-31,319 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 29,367

Change-29,367 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 29,157

Change-29,157 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 28,766

Change-28,766 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 26,598

Change-26,598 (-100%)

Value—

Next Capital Management LLC

N/A

Shares— from 23,402

Change-23,402 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 22,754

Change-22,754 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 21,835

Change-21,835 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 20,242

Change-20,242 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 18,033

Change-18,033 (-100%)

Value—

Investment Advisory Group, LLC

N/A

Shares— from 17,984

Change-17,984 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 17,914

Change-17,914 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 17,453

Change-17,453 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 17,166

Change-17,166 (-100%)

Value—

Camelot Portfolios, LLC

N/A

Shares— from 16,550

Change-16,550 (-100%)

Value—

Fund Advisors of America Inc

N/A

Shares— from 15,908

Change-15,908 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 15,638

Change-15,638 (-100%)

Value—

Hunter Perkins Capital Management, LLC

N/A

Shares— from 14,695

Change-14,695 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,390

Change-13,390 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 13,337

Change-13,337 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 12,705

Change-12,705 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 12,269

Change-12,269 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 12,023

Change-12,023 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 10,378

Change-10,378 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 10,253

Change-10,253 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,770

Change-6,770 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,201

Change-6,201 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 4,377

Change-4,377 (-100%)

Value—

CoreFirst Bank & Trust

N/A

Shares— from 2,076

Change-2,076 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 1,884

Change-1,884 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,578

Change-1,578 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 726

Change-726 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Congress Park Capital LLC	INCREASED	3,633,513	3,477,794	+155,719	+4%	$26.7M	$27.0M	+$358.7K	2026-10-13
LPL Financial LLC	DECREASED	2,319,275	2,621,477	-302,202	-12%	$20.1M	$17.3M	-$2.9M	2026-11-06
Cyndeo Wealth Partners, LLC	DECREASED	1,695,275	1,999,420	-304,145	-15%	$15.3M	$12.6M	-$2.7M	2026-10-16
J.W. Cole Advisors, Inc.	DECREASED	380,762	381,673	-911	0%	$2.9M	$2.8M	-$94.6K	2026-11-05
GraniteShares Advisors LLC	INCREASED	361,998	356,400	+5,598	+2%	$2.7M	$2.7M	-$40.3K	2026-10-29
International Assets Investment Management, LLC	DECREASED	269,128	286,282	-17,154	-6%	$2.2M	$2.0M	-$196.5K	2026-11-02
Matisse Capital	UNCHANGED	250,000	250,000	0	0%	$1.9M	$1.9M	-$57.5K	2026-10-29
RFG Advisory, LLC	INCREASED	229,026	227,248	+1,778	+1%	$1.7M	$1.7M	-$39.0K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	215,442	234,220	-18,778	-8%	$1.8M	$1.6M	-$193.6K	2026-11-02
Capital Investment Advisors, LLC	DECREASED	209,198	216,825	-7,627	-4%	$1.7M	$1.6M	-$106.6K	2026-10-22
Hourglass Capital, LLC	INCREASED	195,640	193,824	+1,816	+1%	$1.5M	$1.5M	-$31.1K	2026-10-26
Aviance Capital Partners, LLC	DECREASED	183,255	187,284	-4,029	-2%	$1.4M	$1.4M	-$73.1K	2026-10-29
Cambridge Investment Research Advisors, Inc.	INCREASED	176,656	174,914	+1,742	+1%	$1.3M	$1.3K	-$1.3M	2026-11-02
Choreo, LLC	DECREASED	135,617	138,875	-3,258	-2%	$1.1M	$1.0M	-$55.6K	2026-10-28
Wedbush Securities Inc	INCREASED	122,273	12,436	+109,837	+883%	$95.0K	$910	-$94.1K	2026-10-22
Sigma Planning Corp	INCREASED	121,958	113,279	+8,679	+8%	$868.8K	$907.4K	+$38.5K	2026-10-23
Thrivent Financial for Lutherans	INCREASED	108,343	106,834	+1,509	+1%	$819.0K	$806	-$818.2K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	104,233	87,957	+16,276	+19%	$674.6K	$775.5K	+$100.9K	2026-11-02
Melfa Wealth Management, Inc.	DECREASED	100,619	107,219	-6,600	-6%	$822.4K	$748.6K	-$73.8K	2026-11-06
Concurrent Investment Advisors, LLC	INCREASED	75,743	41,091	+34,652	+84%	$315.2K	$563.5K	+$248.4K	2026-10-16
Scheeler Financial LLC	NEW	71,073	—	+71,073	—	—	$528.8K	—	2026-10-13
Fortitude Advisory Group L.L.C.	INCREASED	69,608	54,980	+14,628	+27%	$421.7K	$517.9K	+$96.2K	2026-10-15
Edgemoor Investment Advisors, Inc.	UNCHANGED	68,421	68,421	0	0%	$524.8K	$509.1K	-$15.7K	2026-11-03
World Equity Group, Inc.	INCREASED	64,390	57,298	+7,092	+12%	$439.5K	$479.1K	+$39.6K	2026-10-14
Gill Capital Partners, LLC	DECREASED	60,367	69,043	-8,676	-13%	$529.6K	$449.1K	-$80.4K	2026-10-13
Summit Investment Advisors, Inc.\KS	DECREASED	60,030	60,240	-210	0%	$462.0K	$446.6K	-$15.4K	2026-11-05
New England Private Wealth Advisors LLC	UNCHANGED	52,431	52,431	0	0%	$401.1K	$390.1K	-$11.0K	2026-10-19
Independent Financial Group, LLC	DECREASED	51,768	63,591	-11,823	-19%	$487.7K	$385.2K	-$102.6K	2026-10-13
Oppenheimer & Co Inc	DECREASED	49,635	54,139	-4,504	-8%	$415.2K	$369.3K	-$46.0K	2026-10-26
Calamos Advisors LLC	INCREASED	46,186	43,300	+2,886	+7%	$332.1K	$343.6K	+$11.5K	2026-11-02
Ascentis Independent Advisors	NEW	45,808	—	+45,808	—	—	$341.0K	—	2026-11-03
Coquina Private Wealth LLC	INCREASED	45,664	44,304	+1,360	+3%	$339.8K	$339.7K	-$67	2026-10-27
Conning Inc.	UNCHANGED	43,050	43,050	0	0%	$330.2K	$320.3K	-$9.9K	2026-10-27
Fifth Third Bancorp	INCREASED	41,987	41,800	+187	+0%	$320.6K	$312.4K	-$8.2K	2026-11-05
Koshinski Asset Management, Inc.	UNCHANGED	40,838	40,838	0	0%	$313.2K	$303.8K	-$9.4K	2026-10-29
Collar Capital Management, LLC	DECREASED	40,571	53,397	-12,826	-24%	$409.6K	$301.8K	-$107.7K	2026-10-28
RVW Wealth, LLC	UNCHANGED	40,349	40,349	0	0%	$309.5K	$300.2K	-$9.3K	2026-10-06
Shaker Financial Services, LLC	INCREASED	39,609	21,631	+17,978	+83%	$167.6K	$296.1K	+$128.5K	2026-10-14
CoreCap Advisors, LLC	DECREASED	38,630	47,474	-8,844	-19%	$364.1K	$287.4K	-$76.7K	2026-10-08
E&G Advisors, LLC	UNCHANGED	35,659	35,659	0	0%	$273.5K	$265.3K	-$8.2K	2026-10-13
Spire Wealth Management	DECREASED	34,500	37,000	-2,500	-7%	$283.8K	$256.7K	-$27.1K	2026-10-30
Closed-End Fund Advisors, Inc.	DECREASED	30,339	32,942	-2,603	-8%	$252.7K	$225.7K	-$26.9K	2026-11-04
Blueline Advisors LLC	DECREASED	30,249	30,870	-621	-2%	$238.0K	$225.1K	-$13.0K	2026-10-15
Merit Financial Group, LLC	INCREASED	28,036	19,094	+8,942	+47%	$146.5K	$208.6K	+$62.1K	2026-11-06
HBK Sorce Advisory LLC	DECREASED	27,935	30,119	-2,184	-7%	$232.8K	$201.7K	-$31.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	DECREASED	26,981	27,669	-688	-2%	$213.9K	$198.6K	-$15.3K	2026-10-13
Sheets Smith Wealth Management	UNCHANGED	26,010	26,010	0	0%	$199.5K	$193.5K	-$6.0K	2026-10-16
US Bancorp \de\	NEW	24,000	—	+24,000	—	—	$178.6K	—	2026-11-05
Centurion Wealth Management LLC	UNCHANGED	23,924	23,924	0	0%	$183.5K	$178.0K	-$5.5K	2026-10-13
Nations Financial Group Inc,	INCREASED	21,685	19,728	+1,957	+10%	$151.3K	$161.3K	+$10.0K	2026-11-05
D.A. Davidson & Co.	INCREASED	21,612	20,312	+1,300	+6%	$155.8K	$160.8K	+$5.0K	2026-10-28
StoneX Group Inc.	NEW	21,475	—	+21,475	—	—	$160.1K	—	2026-11-03
Shulman DeMeo Asset Management LLC	UNCHANGED	21,002	21,002	0	0%	$161.1K	$151.8K	-$9.2K	2026-10-09
Accredited Investor Services, LLC	DECREASED	20,736	22,637	-1,901	-8%	$173.6K	$154.3K	-$19.4K	2026-10-22
Grove Bank & Trust	UNCHANGED	20,000	20,000	0	0%	$153.4K	$148.8K	-$4.6K	2026-10-08
Andrew Hill Investment Advisors, Inc.	NEW	19,440	—	+19,440	—	—	$144.6K	—	2026-10-22
Pinnacle Wealth Planning Services, Inc.	DECREASED	17,538	18,627	-1,089	-6%	$142.9K	$130.5K	-$12.4K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	17,535	17,651	-116	-1%	$135.4K	$130.5K	-$4.9K	2026-10-08
M Holdings Securities, Inc.	DECREASED	17,467	26,139	-8,672	-33%	$200.0K	$127	-$199.9K	2026-11-03
Advisory Advocates, LLC	UNCHANGED	16,534	16,534	0	0%	$126.8K	$123.0K	-$3.8K	2026-11-05
Davenport & Co LLC	NEW	16,447	—	+16,447	—	—	$122.4K	—	2026-10-14
NWF Advisory Services Inc.	INCREASED	15,926	14,476	+1,450	+10%	$111.0K	$118.5K	+$7.5K	2026-10-19
Park Avenue Securities LLC	DECREASED	14,768	15,820	-1,052	-7%	$121.0K	$110	-$120.9K	2026-10-26
Compound Planning, Inc.	INCREASED	14,767	14,710	+57	+0%	$112.8K	$109.9K	-$3.0K	2026-11-05
Quadcap Wealth Management, LLC	DECREASED	13,087	16,954	-3,867	-23%	$130.0K	$97.4K	-$32.7K	2026-11-02
Burford Brothers, Inc.	UNCHANGED	13,070	13,070	0	0%	$100.2K	$97.2K	-$3.0K	2026-10-21
ProVise Management Group, LLC	UNCHANGED	12,378	12,378	0	0%	$94.9K	$92.1K	-$2.8K	2026-11-06
Curated Wealth Partners LLC	NEW	12,375	—	+12,375	—	—	$92.1K	—	2026-10-15
Wealth Alliance Advisory Group, LLC	UNCHANGED	11,741	11,741	0	0%	$90.1K	$87.4K	-$2.7K	2026-10-14
Chicago Partners Investment Group LLC	INCREASED	11,411	11,310	+101	+1%	$86.5K	$81.5K	-$5.0K	2026-10-27
Level Four Advisory Services, LLC	DECREASED	11,301	11,884	-583	-5%	$91.2K	$84.1K	-$7.1K	2026-11-06
Dumont & Blake Investment Advisors LLC	UNCHANGED	11,130	11,130	0	0%	$85.4K	$82.8K	-$2.6K	2026-10-28
M.E. Allison & Co., Inc.	UNCHANGED	10,788	10,788	0	0%	$82.7K	$80.3K	-$2.5K	2026-10-09
City of London Investment Management Co LTD	DECREASED	10,646	32,520	-21,874	-67%	$249.4K	$79.2K	-$170.2K	2026-10-30
Samalin Investment Counsel, LLC	NEW	10,130	—	+10,130	—	—	$75.4K	—	2026-10-23
Cassaday & Co Wealth Management LLC	INCREASED	7,020	5,400	+1,620	+30%	$41.4K	$52.2K	+$10.8K	2026-10-27
PNC Financial Services Group, Inc.	UNCHANGED	4,718	4,718	0	0%	$36.2K	$35.1K	-$1.1K	2026-11-06
WPG Advisers, LLC	DECREASED	3,641	3,721	-80	-2%	$28.5K	$27.1K	-$1.5K	2026-10-27
Parallel Advisors, LLC	NEW	2,950	—	+2,950	—	—	$22.0K	—	2026-11-03
Allworth Financial LP	UNCHANGED	2,897	2,897	0	0%	$22.2K	$22.2K	$0	2026-11-06
EverSource Wealth Advisors, LLC	NEW	2,866	—	+2,866	—	—	$21.3K	—	2026-11-04
Bokf, NA	UNCHANGED	2,376	2,376	0	0%	$18.2K	$17.7K	-$547	2026-10-27
TD Waterhouse Canada Inc.	UNCHANGED	2,000	2,000	0	0%	$15.4K	$14.9K	-$500	2026-10-16
Blue Bell Private Wealth Management, LLC	INCREASED	1,900	300	+1,600	+533%	$2.3K	$14.1K	+$11.8K	2026-10-29
Latitude Advisors, LLC	NEW	1,615	—	+1,615	—	—	$12.0K	—	2026-10-27
Central Trust Co	NEW	1,500	—	+1,500	—	—	$11.2K	—	2026-11-05
Barrett & Company, Inc.	UNCHANGED	1,451	1,451	0	0%	$11.1K	$10.8K	-$334	2026-10-22
FNY Investment Advisers, LLC	UNCHANGED	1,200	1,200	0	0%	$9	$8	-$1	2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	800	2,100	-1,300	-62%	$16.1K	$6.0K	-$10.2K	2026-10-14
Lanark Financial, Inc.	UNCHANGED	550	550	0	0%	$4.2K	$4.1K	-$126	2026-10-26
Highline Wealth Partners LLC	UNCHANGED	500	500	0	0%	$3.8K	$3.7K	-$115	2026-10-19
Signaturefd, LLC	INCREASED	159	154	+5	+3%	$1.2K	$1.2K	$0	2026-10-23
Seelaus Asset Management LLC	CLOSED	0	63,592	-63,592	-100%	$487.8K	$0	-$487.8K	2026-10-14
Keyes, Stange & Wooten Wealth Management, LLC	CLOSED	0	17,321	-17,321	-100%	$132.9K	$0	-$132.9K	2026-11-03
Brick & Kyle, Associates	CLOSED	0	15,120	-15,120	-100%	$113.7K	$0	-$113.7K	2026-11-05
OpenArc Corporate Advisory, LLC	CLOSED	0	12,487	-12,487	-100%	$95.8K	$0	-$95.8K	2026-10-21
MGO One Seven LLC	CLOSED	0	10,061	-10,061	-100%	$77.2K	$0	-$77.2K	2026-10-28
Axiom Investment Management LLC	CLOSED	0	5,931	-5,931	-100%	$45.5K	$0	-$45.5K	2026-11-03
LifeSteps Financial, Inc.	CLOSED	0	1,250	-1,250	-100%	$9.6K	$0	-$9.6K	2026-10-15
Larson Financial Group LLC	UNCHANGED	0	0	0	—	$2	$2	$0	2026-11-05
Morgan Stanley	N/A	—	9,031,373	-9,031,373	-100%	$69.3M	—	—	—
SIT Investment Associates Inc	N/A	—	4,082,097	-4,082,097	-100%	$31.3M	—	—	—
Loomis Sayles & Co L P	N/A	—	2,973,326	-2,973,326	-100%	$22.8M	—	—	—
Invesco Ltd.	N/A	—	2,935,750	-2,935,750	-100%	$22.5M	—	—	—
Penserra Capital Management LLC	N/A	—	2,892,702	-2,892,702	-100%	$22.2M	—	—	—
Wells Fargo & Company	N/A	—	2,604,993	-2,604,993	-100%	$20.0M	—	—	—
1607 Capital Partners, LLC	N/A	—	2,437,216	-2,437,216	-100%	$18.7M	—	—	—
Bank of America Corp	N/A	—	2,029,187	-2,029,187	-100%	$15.6M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,827,295	-1,827,295	-100%	$14.0M	—	—	—
Guggenheim Capital LLC	N/A	—	1,822,745	-1,822,745	-100%	$14.0M	—	—	—
Raymond James Financial Inc	N/A	—	1,782,406	-1,782,406	-100%	$13.7M	—	—	—
Royal Bank of Canada	N/A	—	1,301,970	-1,301,970	-100%	$10.0M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	1,111,921	-1,111,921	-100%	$8.5M	—	—	—
Icon Advisers Inc	N/A	—	971,097	-971,097	-100%	$7.4M	—	—	—
Kanen Wealth Management LLCA	N/A	—	959,147	-959,147	-100%	$7.4M	—	—	—
UBS Group AG	N/A	—	912,982	-912,982	-100%	$7.0M	—	—	—
Cohen & Steers, Inc.	N/A	—	853,263	-853,263	-100%	$6.5M	—	—	—
Ameriprise Financial Inc	N/A	—	805,512	-805,512	-100%	$6.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	722,018	-722,018	-100%	$5.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	691,859	-691,859	-100%	$5.3M	—	—	—
Ethos Financial Group, LLC	N/A	—	581,044	-581,044	-100%	$4.5M	—	—	—
Almitas Capital LLC	N/A	—	435,208	-435,208	-100%	$3.3M	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	414,174	-414,174	-100%	$3.2M	—	—	—
Cetera Investment Advisers	N/A	—	405,966	-405,966	-100%	$3.1M	—	—	—
Baird Financial Group, Inc.	N/A	—	292,973	-292,973	-100%	$2.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	277,570	-277,570	-100%	$2.1M	—	—	—
Atlas Wealth LLC	N/A	—	271,569	-271,569	-100%	$2.1M	—	—	—
Harbour Investments, Inc.	N/A	—	245,449	-245,449	-100%	$1.9M	—	—	—
North Ground Capital	N/A	—	222,501	-222,501	-100%	$1.7M	—	—	—
Kovack Advisors, Inc.	N/A	—	208,325	-208,325	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	204,292	-204,292	-100%	$1.6M	—	—	—
Advisory Services Network, LLC	N/A	—	149,412	-149,412	-100%	$1.1M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	118,450	-118,450	-100%	$908.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	94,512	-94,512	-100%	$725.0K	—	—	—
CastleKnight Management LP	N/A	—	87,400	-87,400	-100%	$670.4K	—	—	—
Blackhawk Capital Partners, LLC	N/A	—	75,620	-75,620	-100%	$580.0K	—	—	—
Robinson Capital Management, LLC	N/A	—	73,895	-73,895	-100%	$566.8K	—	—	—
First Trust Advisors LP	N/A	—	72,748	-72,748	-100%	$558.0K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	71,605	-71,605	-100%	$549.2K	—	—	—
&partners	N/A	—	68,718	-68,718	-100%	$527.1K	—	—	—
XTX Topco Ltd	N/A	—	68,111	-68,111	-100%	$522.4K	—	—	—
Cerity Partners LLC	N/A	—	64,526	-64,526	-100%	$494.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	62,823	-62,823	-100%	$481.9K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	57,539	-57,539	-100%	$441.3K	—	—	—
Stifel Financial Corp	N/A	—	56,669	-56,669	-100%	$434.6K	—	—	—
BFC Planning, Inc.	N/A	—	50,559	-50,559	-100%	$387.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	48,784	-48,784	-100%	$374.2K	—	—	—
Yakira Capital Management, Inc.	N/A	—	47,378	-47,378	-100%	$363.4K	—	—	—
Focus Partners Wealth	N/A	—	45,443	-45,443	-100%	$348.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	43,816	-43,816	-100%	$336.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	36,442	-36,442	-100%	$279.5K	—	—	—
Calton & Associates, Inc.	N/A	—	33,125	-33,125	-100%	$254.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	31,319	-31,319	-100%	$240.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	29,367	-29,367	-100%	$225.2K	—	—	—
Private Advisor Group, LLC	N/A	—	29,157	-29,157	-100%	$223.6K	—	—	—
Boothbay Fund Management, LLC	N/A	—	28,766	-28,766	-100%	$220.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	26,598	-26,598	-100%	$204.0K	—	—	—
Next Capital Management LLC	N/A	—	23,402	-23,402	-100%	$179.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	22,754	-22,754	-100%	$174.5K	—	—	—
Captrust Financial Advisors	N/A	—	21,835	-21,835	-100%	$167.5K	—	—	—
Mariner, LLC	N/A	—	20,242	-20,242	-100%	$155.3K	—	—	—
Summit Financial, LLC	N/A	—	18,033	-18,033	-100%	$139.2K	—	—	—
Investment Advisory Group, LLC	N/A	—	17,984	-17,984	-100%	$137.9K	—	—	—
HighTower Advisors, LLC	N/A	—	17,914	-17,914	-100%	$137.4K	—	—	—
Snowden Capital Advisors LLC	N/A	—	17,453	-17,453	-100%	$134.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	17,166	-17,166	-100%	$131.7K	—	—	—
Camelot Portfolios, LLC	N/A	—	16,550	-16,550	-100%	$126.9K	—	—	—
Fund Advisors of America Inc	N/A	—	15,908	-15,908	-100%	$122.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	15,638	-15,638	-100%	$119.9K	—	—	—
Hunter Perkins Capital Management, LLC	N/A	—	14,695	-14,695	-100%	$114	—	—	—
Mercer Global Advisors Inc	N/A	—	13,390	-13,390	-100%	$102.7K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	13,337	-13,337	-100%	$102.3K	—	—	—
Wealthspire Advisors, LLC	N/A	—	12,705	-12,705	-100%	$97.4K	—	—	—
Western Wealth Management, LLC	N/A	—	12,269	-12,269	-100%	$94.1K	—	—	—
Savvy Advisors, Inc.	N/A	—	12,023	-12,023	-100%	$92.2K	—	—	—
IEQ Capital, LLC	N/A	—	10,378	-10,378	-100%	$79.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	10,253	-10,253	-100%	$78.6K	—	—	—
Arax Advisory Partners	N/A	—	6,770	-6,770	-100%	$51.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,201	-6,201	-100%	$47.6K	—	—	—
Quantum Portfolio Management LLC	N/A	—	4,377	-4,377	-100%	$33.6K	—	—	—
CoreFirst Bank & Trust	N/A	—	2,076	-2,076	-100%	$15.9K	—	—	—
Hollencrest Capital Management	N/A	—	1,884	-1,884	-100%	$14.5K	—	—	—
Bogart Wealth, LLC	N/A	—	1,578	-1,578	-100%	$12.1K	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	1,500	-1,500	-100%	$11.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	726	-726	-100%	$5.6K	—	—	—
Ameriflex Group, Inc.	N/A	—	500	-500	-100%	$3.8K	—	—	—
Allied Private Wealth LLC	N/A	—	40	-40	-100%	$308	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$8	—	—	—

Showing 188 of 188 institutions