Obsidian Energy LTD (OBE)

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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Dimensional Fund Advisors LP

INCREASED

Shares1,528,164 from 1,406,910

Change+121,254 (+9%)

Value$15.7M (+$4.2M)

Filed 2026-11-04

Pembroke Management, LTD

INCREASED

Shares1,161,952 from 990,264

Change+171,688 (+17%)

Value$12.0M (+$3.9M)

Filed 2026-10-21

LPL Financial LLC

INCREASED

Shares307,562 from 183,093

Change+124,469 (+68%)

Value$3.2M (+$1.7M)

Filed 2026-11-06

Imc-Chicago, LLC

NEW

Shares119,479

Change+119,479

Value$1.2M

Filed 2026-11-05

Simplex Trading, LLC

INCREASED

Shares83,170 from 1,748

Change+81,422 (+4658%)

Value$856.7K (+$842.4K)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares59,935 from 25,773

Change+34,162 (+133%)

Value$617.3K (+$407.8K)

Filed 2026-11-06

Quad-Cities Investment Group, LLC

UNCHANGED

Shares30,913 from 30,913

Change0 (0%)

Value$318.4K (+$67.1K)

Filed 2026-10-16

UNCHANGED

Shares22,200 from 22,200

Change0 (0%)

Value$228.7K (+$48.2K)

Filed 2026-10-23

Citigroup Inc

DECREASED

Shares16,491 from 155,341

Change-138,850 (-89%)

Value$170.6K (-$1.1M)

Filed 2026-11-04

Purewater Capital LLC

DECREASED

Shares10,067 from 12,830

Change-2,763 (-22%)

Value$103.7K (-$622)

Filed 2026-10-23

Marks Group Wealth Management, Inc

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$103.0K (+$21.7K)

Filed 2026-11-05

TD Waterhouse Canada Inc.

DECREASED

Shares4,382 from 4,498

Change-116 (-3%)

Value$45.5K (+$9.6K)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

DECREASED

Shares926 from 3,950

Change-3,024 (-77%)

Value$9.5K (-$22.6K)

Filed 2026-10-29

Farther Finance Advisors, LLC

UNCHANGED

Shares752 from 752

Change0 (0%)

Value$7.7K (+$1.6K)

Filed 2026-10-08

Assetmark, Inc

UNCHANGED

Shares357 from 357

Change0 (0%)

Value$3.7K (+$775)

Filed 2026-10-21

CGC Financial Services, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$3.1K (+$651)

Filed 2026-10-13

GHP Investment Advisors, Inc.

UNCHANGED

Shares285 from 285

Change0 (0%)

Value$2.9K (+$618)

Filed 2026-10-15

Fortitude Family Office, LLC

NEW

Shares225

Change+225

Value$2.3K

Filed 2026-10-14

Parallel Advisors, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$1.5K (+$325)

Filed 2026-11-03

Physician Wealth Advisors, Inc.

INCREASED

Shares134 from 125

Change+9 (+7%)

Value$1.4K (+$364)

Filed 2026-10-20

Friedenthal Financial

NEW

Shares100

Change+100

Value$1.0K

Filed 2026-10-27

New England Capital Financial Advisors LLC

UNCHANGED

Shares93 from 93

Change0 (0%)

Value$958 (+$201)

Filed 2026-11-03

Fortis Group Advisors, LLC

UNCHANGED

Shares71 from 71

Change0 (0%)

Value$731 (+$154)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares70 from 35

Change+35 (+100%)

Value$721 (+$436)

Filed 2026-10-22

City State Bank

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$639 (+$135)

Filed 2026-10-20

Westside Investment Management, Inc.

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$433 (+$92)

Filed 2026-11-02

Jacobi Capital Management LLC

NEW

Shares36

Change+36

Value$370

Filed 2026-11-05

Princeton Global Asset Management LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$216 (+$45)

Filed 2026-10-21

Burkett Financial Services, LLC

NEW

Shares14

Change+14

Value$144

Filed 2026-10-01

CoreCap Advisors, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$144 (+$30)

Filed 2026-10-08

Larson Financial Group LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$82 (+$17)

Filed 2026-11-05

Redwood Park Advisors LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$73 (+$16)

Filed 2026-11-02

Creative Planning

CLOSED

Shares0 from 41,100

Change-41,100 (-100%)

Value$0 (-$334.1K)

Filed 2026-11-02

State of Wyoming

CLOSED

Shares0 from 30,558

Change-30,558 (-100%)

Value$0 (-$248.4K)

Filed 2026-10-28

Post Resch Tallon Group Inc.

CLOSED

Shares0 from 14,998

Change-14,998 (-100%)

Value$0 (-$121.9K)

Filed 2026-10-09

Jackson Square Capital, LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$550)

Filed 2026-10-19

FNY Investment Advisers, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$81)

Filed 2026-10-16

Founders Capital Management

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$16.3K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$16.3K)

Filed 2026-11-06

Nfsg Corp

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$8.1K)

Filed 2026-10-15

AdvisorNet Financial, Inc

CLOSED

Shares0 from 56

Change-56 (-100%)

Value$0 (-$455)

Filed 2026-10-15

Royal Bank of Canada

N/A

Shares— from 4,439,794

Change-4,439,794 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 3,149,276

Change-3,149,276 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 2,416,484

Change-2,416,484 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 2,350,583

Change-2,350,583 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,353,208

Change-1,353,208 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,169,592

Change-1,169,592 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,137,100

Change-1,137,100 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,060,450

Change-1,060,450 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 956,632

Change-956,632 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 639,226

Change-639,226 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 553,467

Change-553,467 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 530,794

Change-530,794 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 377,796

Change-377,796 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 377,546

Change-377,546 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 314,500

Change-314,500 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 285,961

Change-285,961 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 246,576

Change-246,576 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 240,089

Change-240,089 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 214,903

Change-214,903 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 213,552

Change-213,552 (-100%)

Value—

UBS Group AG

N/A

Shares— from 196,061

Change-196,061 (-100%)

Value—

GMT Capital Corp

N/A

Shares— from 180,008

Change-180,008 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 139,940

Change-139,940 (-100%)

Value—

Spark Investment Management LLC

N/A

Shares— from 133,000

Change-133,000 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 111,728

Change-111,728 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 96,566

Change-96,566 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 85,804

Change-85,804 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 80,346

Change-80,346 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 76,061

Change-76,061 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 59,485

Change-59,485 (-100%)

Value—

CoreCommodity Management, LLC

N/A

Shares— from 57,105

Change-57,105 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 55,077

Change-55,077 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 44,620

Change-44,620 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 40,483

Change-40,483 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 37,841

Change-37,841 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 37,242

Change-37,242 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 31,014

Change-31,014 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 26,909

Change-26,909 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 22,913

Change-22,913 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 21,263

Change-21,263 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 15,690

Change-15,690 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 13,357

Change-13,357 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 12,895

Change-12,895 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 12,888

Change-12,888 (-100%)

Value—

SIG North Trading, ULC

N/A

Shares— from 11,548

Change-11,548 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 10,022

Change-10,022 (-100%)

Value—

Adalta Capital Management LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 6,937

Change-6,937 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,908

Change-5,908 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 5,713

Change-5,713 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,870

Change-4,870 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 2,900

Change-2,900 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,575

Change-1,575 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,571

Change-1,571 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 1,428

Change-1,428 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,317

Change-1,317 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 789

Change-789 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 610

Change-610 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 528

Change-528 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 436

Change-436 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 142

Change-142 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 142

Change-142 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 137

Change-137 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 112

Change-112 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 57

Change-57 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 40

Change-40 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 28

Change-28 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,528,164	1,406,910	+121,254	+9%	$11.5M	$15.7M	+$4.2M	2026-11-04
Pembroke Management, LTD	INCREASED	1,161,952	990,264	+171,688	+17%	$8.1M	$12.0M	+$3.9M	2026-10-21
LPL Financial LLC	INCREASED	307,562	183,093	+124,469	+68%	$1.5M	$3.2M	+$1.7M	2026-11-06
Imc-Chicago, LLC	NEW	119,479	—	+119,479	—	—	$1.2M	—	2026-11-05
Simplex Trading, LLC	INCREASED	83,170	1,748	+81,422	+4658%	$14.2K	$856.7K	+$842.4K	2026-11-04
Barclays PLC	INCREASED	59,935	25,773	+34,162	+133%	$209.5K	$617.3K	+$407.8K	2026-11-06
Quad-Cities Investment Group, LLC	UNCHANGED	30,913	30,913	0	0%	$251.3K	$318.4K	+$67.1K	2026-10-16
Register Financial Advisors LLC	UNCHANGED	22,200	22,200	0	0%	$180.5K	$228.7K	+$48.2K	2026-10-23
Citigroup Inc	DECREASED	16,491	155,341	-138,850	-89%	$1.3M	$170.6K	-$1.1M	2026-11-04
Purewater Capital LLC	DECREASED	10,067	12,830	-2,763	-22%	$104.3K	$103.7K	-$622	2026-10-23
Marks Group Wealth Management, Inc	UNCHANGED	10,000	10,000	0	0%	$81.3K	$103.0K	+$21.7K	2026-11-05
TD Waterhouse Canada Inc.	DECREASED	4,382	4,498	-116	-3%	$35.9K	$45.5K	+$9.6K	2026-10-16
Caitong International Asset Management Co., Ltd	DECREASED	926	3,950	-3,024	-77%	$32.1K	$9.5K	-$22.6K	2026-10-29
Farther Finance Advisors, LLC	UNCHANGED	752	752	0	0%	$6.1K	$7.7K	+$1.6K	2026-10-08
Assetmark, Inc	UNCHANGED	357	357	0	0%	$2.9K	$3.7K	+$775	2026-10-21
CGC Financial Services, LLC	UNCHANGED	300	300	0	0%	$2.4K	$3.1K	+$651	2026-10-13
GHP Investment Advisors, Inc.	UNCHANGED	285	285	0	0%	$2.3K	$2.9K	+$618	2026-10-15
Fortitude Family Office, LLC	NEW	225	—	+225	—	—	$2.3K	—	2026-10-14
Parallel Advisors, LLC	UNCHANGED	150	150	0	0%	$1.2K	$1.5K	+$325	2026-11-03
Physician Wealth Advisors, Inc.	INCREASED	134	125	+9	+7%	$1.0K	$1.4K	+$364	2026-10-20
Friedenthal Financial	NEW	100	—	+100	—	—	$1.0K	—	2026-10-27
New England Capital Financial Advisors LLC	UNCHANGED	93	93	0	0%	$757	$958	+$201	2026-11-03
Fortis Group Advisors, LLC	UNCHANGED	71	71	0	0%	$577	$731	+$154	2026-11-06
SBI Securities Co., Ltd.	INCREASED	70	35	+35	+100%	$285	$721	+$436	2026-10-22
City State Bank	UNCHANGED	62	62	0	0%	$504	$639	+$135	2026-10-20
Westside Investment Management, Inc.	UNCHANGED	42	42	0	0%	$341	$433	+$92	2026-11-02
Jacobi Capital Management LLC	NEW	36	—	+36	—	—	$370	—	2026-11-05
Princeton Global Asset Management LLC	UNCHANGED	21	21	0	0%	$171	$216	+$45	2026-10-21
Burkett Financial Services, LLC	NEW	14	—	+14	—	—	$144	—	2026-10-01
CoreCap Advisors, LLC	UNCHANGED	14	14	0	0%	$114	$144	+$30	2026-10-08
Larson Financial Group LLC	UNCHANGED	8	8	0	0%	$65	$82	+$17	2026-11-05
Redwood Park Advisors LLC	UNCHANGED	7	7	0	0%	$57	$73	+$16	2026-11-02
Creative Planning	CLOSED	0	41,100	-41,100	-100%	$334.1K	$0	-$334.1K	2026-11-02
State of Wyoming	CLOSED	0	30,558	-30,558	-100%	$248.4K	$0	-$248.4K	2026-10-28
Post Resch Tallon Group Inc.	CLOSED	0	14,998	-14,998	-100%	$121.9K	$0	-$121.9K	2026-10-09
Jackson Square Capital, LLC	CLOSED	0	11,000	-11,000	-100%	$550	$0	-$550	2026-10-19
FNY Investment Advisers, LLC	CLOSED	0	10,000	-10,000	-100%	$81	$0	-$81	2026-10-16
Founders Capital Management	CLOSED	0	2,000	-2,000	-100%	$16.3K	$0	-$16.3K	2026-10-13
PNC Financial Services Group, Inc.	CLOSED	0	2,000	-2,000	-100%	$16.3K	$0	-$16.3K	2026-11-06
Nfsg Corp	CLOSED	0	1,000	-1,000	-100%	$8.1K	$0	-$8.1K	2026-10-15
AdvisorNet Financial, Inc	CLOSED	0	56	-56	-100%	$455	$0	-$455	2026-10-15
Royal Bank of Canada	N/A	—	4,439,794	-4,439,794	-100%	$36.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	3,149,276	-3,149,276	-100%	$25.7M	—	—	—
Acadian Asset Management LLC	N/A	—	2,416,484	-2,416,484	-100%	$19.7M	—	—	—
Two Sigma Investments, LP	N/A	—	2,350,583	-2,350,583	-100%	$19.1M	—	—	—
American Century Companies Inc	N/A	—	1,353,208	-1,353,208	-100%	$11.1M	—	—	—
Bank of Montreal	N/A	—	1,169,592	-1,169,592	-100%	$9.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,137,100	-1,137,100	-100%	$9.3M	—	—	—
Morgan Stanley	N/A	—	1,060,450	-1,060,450	-100%	$8.6M	—	—	—
Bank of America Corp	N/A	—	956,632	-956,632	-100%	$7.8M	—	—	—
First Trust Advisors LP	N/A	—	639,226	-639,226	-100%	$5.2M	—	—	—
Citadel Advisors LLC	N/A	—	553,467	-553,467	-100%	$4.5M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	530,794	-530,794	-100%	$4.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	377,796	-377,796	-100%	$3.1M	—	—	—
Millennium Management LLC	N/A	—	377,546	-377,546	-100%	$3.1M	—	—	—
Jane Street Group, LLC	N/A	—	314,500	-314,500	-100%	$2.6M	—	—	—
Tudor Investment Corp ET AL	N/A	—	285,961	-285,961	-100%	$2.3M	—	—	—
Toronto Dominion Bank	N/A	—	246,576	-246,576	-100%	$2.0M	—	—	—
Point72 Asset Management, L.P.	N/A	—	240,089	-240,089	-100%	$2.0M	—	—	—
Raymond James Financial Inc	N/A	—	214,903	-214,903	-100%	$1.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	213,552	-213,552	-100%	$1.7M	—	—	—
UBS Group AG	N/A	—	196,061	-196,061	-100%	$1.6M	—	—	—
GMT Capital Corp	N/A	—	180,008	-180,008	-100%	$1.5M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	139,940	-139,940	-100%	$1.1M	—	—	—
Spark Investment Management LLC	N/A	—	133,000	-133,000	-100%	$1.1M	—	—	—
Jump Financial, LLC	N/A	—	111,728	-111,728	-100%	$908.3K	—	—	—
TD Asset Management Inc	N/A	—	96,566	-96,566	-100%	$790.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	85,804	-85,804	-100%	$697.6K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	80,346	-80,346	-100%	$653.2K	—	—	—
BlackRock, Inc.	N/A	—	76,061	-76,061	-100%	$618.4K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	59,485	-59,485	-100%	$483.6K	—	—	—
CoreCommodity Management, LLC	N/A	—	57,105	-57,105	-100%	$466.7K	—	—	—
Brevan Howard Capital Management LP	N/A	—	55,077	-55,077	-100%	$447.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	44,620	-44,620	-100%	$363.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	40,483	-40,483	-100%	$329.1K	—	—	—
National Bank of Canada	N/A	—	37,841	-37,841	-100%	$308.1K	—	—	—
Invesco Ltd.	N/A	—	37,242	-37,242	-100%	$302.8K	—	—	—
Engineers Gate Manager LP	N/A	—	31,014	-31,014	-100%	$252.2K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	26,909	-26,909	-100%	$218.8K	—	—	—
Aquatic Capital Management LLC	N/A	—	22,913	-22,913	-100%	$186.3K	—	—	—
CIBC World Market Inc.	N/A	—	21,263	-21,263	-100%	$173.9K	—	—	—
HSBC Holdings PLC	N/A	—	15,690	-15,690	-100%	$128.7K	—	—	—
WealthTrust Axiom LLC	N/A	—	13,357	-13,357	-100%	$108.6K	—	—	—
Group One Trading LLC	N/A	—	12,895	-12,895	-100%	$104.8K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	12,888	-12,888	-100%	$104.8K	—	—	—
SIG North Trading, ULC	N/A	—	11,548	-11,548	-100%	$93.9K	—	—	—
Focus Partners Wealth	N/A	—	10,022	-10,022	-100%	$81.5K	—	—	—
Adalta Capital Management LLC	N/A	—	10,000	-10,000	-100%	$81.3K	—	—	—
Wells Fargo & Company	N/A	—	6,937	-6,937	-100%	$56.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,908	-5,908	-100%	$48.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	5,713	-5,713	-100%	$46.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,870	-4,870	-100%	$39.6K	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	4,500	-4,500	-100%	$36.8K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	2,900	-2,900	-100%	$23.7K	—	—	—
JPMorgan Chase & Co	N/A	—	1,575	-1,575	-100%	$13.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,571	-1,571	-100%	$12.8K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	1,428	-1,428	-100%	$11.6K	—	—	—
WealthCollab, LLC	N/A	—	1,317	-1,317	-100%	$10.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	789	-789	-100%	$6.4K	—	—	—
Wellington-Altus USA Inc.	N/A	—	610	-610	-100%	$8.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	528	-528	-100%	$4.3K	—	—	—
Truvestments Capital LLC	N/A	—	436	-436	-100%	$3.5K	—	—	—
BFC Planning, Inc.	N/A	—	142	-142	-100%	$1.2K	—	—	—
Arax Advisory Partners	N/A	—	142	-142	-100%	$1.2K	—	—	—
Ancora Advisors LLCA	N/A	—	137	-137	-100%	$1.1K	—	—	—
Leo H. Evart, Inc.	N/A	—	112	-112	-100%	$911	—	—	—
Financial Gravity Companies, Inc.	N/A	—	57	-57	-100%	$463	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	40	-40	-100%	$325	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	28	-28	-100%	$228	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$8	—	—	—

Showing 110 of 110 institutions