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Orchid IS Cap Inc

Q2 2022 vs Q3 2022

Comparing institutional holders between quarters

Quarters

Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
INCREASED
Shares433 from 355
Change+78 (+22%)
Value$3 ($0)
Filed 2022-11-08
AdvisorNet Financial, Inc
DECREASED
Shares18 from 88
Change-70 (-80%)
Value$0 ($0)
Filed 2022-10-04
Capital Advisors, Ltd. LLC
DECREASED
Shares15 from 76
Change-61 (-80%)
Value$0 ($0)
Filed 2022-11-09
BlackRock Inc.
CLOSED
Shares0 from 13,835,257
Change-13,835,257 (-100%)
Value$0 (-$39.4K)
Filed 2022-11-14
Vanguard Group Inc
CLOSED
Shares0 from 8,997,801
Change-8,997,801 (-100%)
Value$0 (-$25.6K)
Filed 2022-11-14
Geode Capital Management, LLC
CLOSED
Shares0 from 3,197,313
Change-3,197,313 (-100%)
Value$0 (-$9.1K)
Filed 2022-11-14
State Street Corp
CLOSED
Shares0 from 2,862,255
Change-2,862,255 (-100%)
Value$0 (-$8.3K)
Filed 2022-11-15
Northern Trust Corp
CLOSED
Shares0 from 1,568,441
Change-1,568,441 (-100%)
Value$0 (-$4.5K)
Filed 2022-11-14
Van Eck Associates Corp
CLOSED
Shares0 from 1,113,763
Change-1,113,763 (-100%)
Value$0 (-$3.2K)
Filed 2022-10-27
Nuveen Asset Management, LLC
CLOSED
Shares0 from 525,977
Change-525,977 (-100%)
Value$0 (-$1.5K)
Filed 2022-11-14
Morgan Stanley
CLOSED
Shares0 from 365,313
Change-365,313 (-100%)
Value$0 (-$1.0K)
Filed 2022-11-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 363,711
Change-363,711 (-100%)
Value$0 (-$1.0K)
Filed 2022-11-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 359,522
Change-359,522 (-100%)
Value$0 (-$1.0K)
Filed 2022-11-14
UBS Group AG
CLOSED
Shares0 from 342,950
Change-342,950 (-100%)
Value$0 (-$977)
Filed 2022-11-10
Rhumbline Advisers
CLOSED
Shares0 from 252,896
Change-252,896 (-100%)
Value$0 (-$721)
Filed 2022-11-10
Independent Financial Group, LLC
CLOSED
Shares0 from 234,724
Change-234,724 (-100%)
Value$0 (-$669.0K)
Filed 2026-06-15
Wolverine Asset Management LLC
CLOSED
Shares0 from 224,282
Change-224,282 (-100%)
Value$0 (-$639)
Filed 2022-11-10
Invesco Ltd.
CLOSED
Shares0 from 202,868
Change-202,868 (-100%)
Value$0 (-$578)
Filed 2022-11-14
MetLife Investment Management, LLC
CLOSED
Shares0 from 187,098
Change-187,098 (-100%)
Value$0 (-$533.2K)
Filed 2024-05-10
Goldman Sachs Group Inc
CLOSED
Shares0 from 163,585
Change-163,585 (-100%)
Value$0 (-$466)
Filed 2024-05-14
State of Wisconsin Investment Board
CLOSED
Shares0 from 152,557
Change-152,557 (-100%)
Value$0 (-$435)
Filed 2022-11-14
Cetera Advisors LLC
CLOSED
Shares0 from 146,279
Change-146,279 (-100%)
Value$0 (-$417)
Filed 2022-11-14
New York State Common Retirement Fund
CLOSED
Shares0 from 123,833
Change-123,833 (-100%)
Value$0 (-$353)
Filed 2022-11-08
Price T Rowe Associates Inc
CLOSED
Shares0 from 120,739
Change-120,739 (-100%)
Value$0 (-$344)
Filed 2022-11-14
Alliancebernstein L.P.
CLOSED
Shares0 from 113,800
Change-113,800 (-100%)
Value$0 (-$324)
Filed 2022-11-15
Balyasny Asset Management L.P.
CLOSED
Shares0 from 97,269
Change-97,269 (-100%)
Value$0 (-$277)
Filed 2022-11-15
JPMorgan Chase & Co
CLOSED
Shares0 from 95,591
Change-95,591 (-100%)
Value$0 (-$272)
Filed 2022-11-14
Penserra Capital Management LLC
CLOSED
Shares0 from 94,865
Change-94,865 (-100%)
Value$0 (-$270)
Filed 2022-11-14
Deutsche Bank Ag\
CLOSED
Shares0 from 84,142
Change-84,142 (-100%)
Value$0 (-$240)
Filed 2022-11-14
LPL Financial LLC
CLOSED
Shares0 from 83,463
Change-83,463 (-100%)
Value$0 (-$238)
Filed 2022-11-14
American International Group, Inc.
CLOSED
Shares0 from 83,296
Change-83,296 (-100%)
Value$0 (-$237)
Filed 2022-11-14
Voya Investment Management LLC
CLOSED
Shares0 from 78,121
Change-78,121 (-100%)
Value$0 (-$223)
Filed 2025-02-07
Susquehanna International Group, LLP
CLOSED
Shares0 from 78,022
Change-78,022 (-100%)
Value$0 (-$222)
Filed 2022-11-14
California State Teachers Retirement System
CLOSED
Shares0 from 76,103
Change-76,103 (-100%)
Value$0 (-$217)
Filed 2022-11-21
Manufacturers Life Insurance Company, the
CLOSED
Shares0 from 70,921
Change-70,921 (-100%)
Value$0 (-$202.1K)
Filed 2023-08-11
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 69,705
Change-69,705 (-100%)
Value$0 (-$199)
Filed 2022-10-21
SG Americas Securities, LLC
CLOSED
Shares0 from 62,635
Change-62,635 (-100%)
Value$0 (-$179)
Filed 2022-10-31
GSA Capital Partners LLP
CLOSED
Shares0 from 53,782
Change-53,782 (-100%)
Value$0 (-$153)
Filed 2022-11-14
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 52,680
Change-52,680 (-100%)
Value$0 (-$150)
Filed 2022-11-07
New York Life Investment Management LLC
CLOSED
Shares0 from 52,608
Change-52,608 (-100%)
Value$0 (-$150)
Filed 2022-11-10
Wells Fargo & Company
CLOSED
Shares0 from 50,338
Change-50,338 (-100%)
Value$0 (-$143)
Filed 2022-11-14
Engineers Gate Manager LP
CLOSED
Shares0 from 49,370
Change-49,370 (-100%)
Value$0 (-$141)
Filed 2022-11-14
Detalus Advisors, LLC
CLOSED
Shares0 from 49,308
Change-49,308 (-100%)
Value$0 (-$141)
Filed 2022-11-04
Strs Ohio
CLOSED
Shares0 from 41,600
Change-41,600 (-100%)
Value$0 (-$118)
Filed 2022-10-27
Kovack Advisors, Inc.
CLOSED
Shares0 from 41,548
Change-41,548 (-100%)
Value$0 (-$118)
Filed 2022-11-14
BNP Paribas Financial Markets
CLOSED
Shares0 from 40,184
Change-40,184 (-100%)
Value$0 (-$114.5K)
Filed 2022-11-16
Jane Street Group, LLC
CLOSED
Shares0 from 34,444
Change-34,444 (-100%)
Value$0 (-$98)
Filed 2022-11-15
Wolverine Trading, LLC
CLOSED
Shares0 from 34,214
Change-34,214 (-100%)
Value$0 (-$96)
Filed 2022-11-14
ExodusPoint Capital Management, LP
CLOSED
Shares0 from 33,792
Change-33,792 (-100%)
Value$0 (-$96)
Filed 2022-11-10
Titleist Asset Management, Ltd.
CLOSED
Shares0 from 33,371
Change-33,371 (-100%)
Value$0 (-$95)
Filed 2022-11-14
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 32,760
Change-32,760 (-100%)
Value$0 (-$93)
Filed 2022-10-17
Simplex Trading, LLC
CLOSED
Shares0 from 31,253
Change-31,253 (-100%)
Value$0 (-$89)
Filed 2022-11-04
Arkadios Wealth Advisors
CLOSED
Shares0 from 28,290
Change-28,290 (-100%)
Value$0 (-$81)
Filed 2022-10-21
Sigma Planning Corp
CLOSED
Shares0 from 26,216
Change-26,216 (-100%)
Value$0 (-$75)
Filed 2022-11-10
Kore Private Wealth LLC
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$71)
Filed 2022-11-14
Compass Financial Advisors LLC
CLOSED
Shares0 from 24,876
Change-24,876 (-100%)
Value$0 (-$71)
Filed 2022-11-09
Caxton Associates LP
CLOSED
Shares0 from 24,868
Change-24,868 (-100%)
Value$0 (-$71)
Filed 2022-11-14
Victory Capital Management Inc
CLOSED
Shares0 from 23,389
Change-23,389 (-100%)
Value$0 (-$67)
Filed 2022-11-02
Two Sigma Securities, LLC
CLOSED
Shares0 from 22,791
Change-22,791 (-100%)
Value$0 (-$65)
Filed 2022-11-14
Amalgamated Bank
CLOSED
Shares0 from 22,537
Change-22,537 (-100%)
Value$0 (-$64)
Filed 2022-11-09
Stifel Financial Corp
CLOSED
Shares0 from 22,000
Change-22,000 (-100%)
Value$0 (-$63)
Filed 2022-11-14
AE Wealth Management LLC
CLOSED
Shares0 from 21,593
Change-21,593 (-100%)
Value$0 (-$62)
Filed 2022-10-25
Sheaff Brock Investment Advisors, LLC
CLOSED
Shares0 from 20,470
Change-20,470 (-100%)
Value$0 (-$58)
Filed 2022-11-03
Royal Bank of Canada
CLOSED
Shares0 from 20,358
Change-20,358 (-100%)
Value$0 (-$59)
Filed 2022-11-14
ProShare Advisors LLC
CLOSED
Shares0 from 19,992
Change-19,992 (-100%)
Value$0 (-$57)
Filed 2022-11-07
Cubist Systematic Strategies, LLC
CLOSED
Shares0 from 19,293
Change-19,293 (-100%)
Value$0 (-$55)
Filed 2022-11-14
Centaurus Financial, Inc.
CLOSED
Shares0 from 17,175
Change-17,175 (-100%)
Value$0 (-$49)
Filed 2022-12-05
Cetera Investment Advisers
CLOSED
Shares0 from 16,400
Change-16,400 (-100%)
Value$0 (-$47)
Filed 2022-11-14
Advisory Services Network, LLC
CLOSED
Shares0 from 15,923
Change-15,923 (-100%)
Value$0 (-$45)
Filed 2022-11-14
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 14,999
Change-14,999 (-100%)
Value$0 (-$43)
Filed 2022-10-25
Legal & General Group Plc
CLOSED
Shares0 from 14,975
Change-14,975 (-100%)
Value$0 (-$43)
Filed 2022-11-14
Citigroup Inc
CLOSED
Shares0 from 14,652
Change-14,652 (-100%)
Value$0 (-$42)
Filed 2022-11-10
Renaissance Technologies LLC
CLOSED
Shares0 from 14,600
Change-14,600 (-100%)
Value$0 (-$42)
Filed 2022-11-14
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 13,347
Change-13,347 (-100%)
Value$0 (-$38)
Filed 2022-11-14
Raymond James & Associates
CLOSED
Shares0 from 13,179
Change-13,179 (-100%)
Value$0 (-$38)
Filed 2022-10-25
Ethic Inc.
CLOSED
Shares0 from 12,629
Change-12,629 (-100%)
Value$0 (-$36)
Filed 2022-11-14
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 12,486
Change-12,486 (-100%)
Value$0 (-$36)
Filed 2022-11-10
Atria Wealth Solutions, Inc.
CLOSED
Shares0 from 12,105
Change-12,105 (-100%)
Value$0 (-$34)
Filed 2023-02-13
State of Wyoming
CLOSED
Shares0 from 11,916
Change-11,916 (-100%)
Value$0 (-$34)
Filed 2022-11-14
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 11,599
Change-11,599 (-100%)
Value$0 (-$33)
Filed 2022-11-03
Metropolitan Life Insurance Co
CLOSED
Shares0 from 10,857
Change-10,857 (-100%)
Value$0 (-$30.9K)
Filed 2023-06-14
Creative Planning
CLOSED
Shares0 from 10,358
Change-10,358 (-100%)
Value$0 (-$30)
Filed 2022-11-03
Barclays PLC
CLOSED
Shares0 from 8,932
Change-8,932 (-100%)
Value$0 (-$25)
Filed 2022-11-03
FMR LLC
CLOSED
Shares0 from 8,788
Change-8,788 (-100%)
Value$0 (-$25.0K)
Filed 2026-11-05
Signaturefd, LLC
CLOSED
Shares0 from 7,399
Change-7,399 (-100%)
Value$0 (-$21)
Filed 2022-11-08
Ellevest, Inc.
CLOSED
Shares0 from 7,367
Change-7,367 (-100%)
Value$0 (-$21)
Filed 2022-11-02
Tradition Wealth Management, LLC
CLOSED
Shares0 from 4,904
Change-4,904 (-100%)
Value$0 (-$14)
Filed 2022-11-14
Geneos Wealth Management Inc.
CLOSED
Shares0 from 4,402
Change-4,402 (-100%)
Value$0 (-$12)
Filed 2022-11-14
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$9)
Filed 2022-11-14
Quadrant Capital Group LLC
CLOSED
Shares0 from 2,901
Change-2,901 (-100%)
Value$0 (-$8)
Filed 2022-11-10
Bank of America Corp
CLOSED
Shares0 from 2,274
Change-2,274 (-100%)
Value$0 (-$7)
Filed 2022-11-14
Selective Wealth Management, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$6)
Filed 2022-10-21
Tompkins Financial Corp
CLOSED
Shares0 from 1,290
Change-1,290 (-100%)
Value$0 (-$4)
Filed 2022-10-13
Lindbrook Capital, LLC
CLOSED
Shares0 from 1,138
Change-1,138 (-100%)
Value$0 (-$3)
Filed 2022-11-10
Vectors Research Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$3)
Filed 2022-11-08
Cutler Group LP
CLOSED
Shares0 from 906
Change-906 (-100%)
Value$0 (-$2)
Filed 2022-10-25
Hantz Financial Services, Inc.
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$2)
Filed 2024-08-06
Allworth Financial LP
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$1)
Filed 2022-11-14
Proequities, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$1)
Filed 2022-11-15
Parallel Advisors, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 ($0)
Filed 2022-11-10
Credit Suisse AG/
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 ($0)
Filed 2022-11-10
Private Capital Group, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Versant Capital Management, Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
IFP Advisors, Inc
INCREASED433355+78+22%$3$3$02022-11-08
AdvisorNet Financial, Inc
DECREASED1888-70-80%$0$0$02022-10-04
Capital Advisors, Ltd. LLC
DECREASED1576-61-80%$0$0$02022-11-09
BlackRock Inc.
CLOSED013,835,257-13,835,257-100%$39.4K$0-$39.4K2022-11-14
Vanguard Group Inc
CLOSED08,997,801-8,997,801-100%$25.6K$0-$25.6K2022-11-14
Geode Capital Management, LLC
CLOSED03,197,313-3,197,313-100%$9.1K$0-$9.1K2022-11-14
State Street Corp
CLOSED02,862,255-2,862,255-100%$8.3K$0-$8.3K2022-11-15
Northern Trust Corp
CLOSED01,568,441-1,568,441-100%$4.5K$0-$4.5K2022-11-14
Van Eck Associates Corp
CLOSED01,113,763-1,113,763-100%$3.2K$0-$3.2K2022-10-27
Nuveen Asset Management, LLC
CLOSED0525,977-525,977-100%$1.5K$0-$1.5K2022-11-14
Morgan Stanley
CLOSED0365,313-365,313-100%$1.0K$0-$1.0K2022-11-14
Commonwealth Equity Services, LLC
CLOSED0363,711-363,711-100%$1.0K$0-$1.0K2022-11-14
Osaic Holdings, Inc.
CLOSED0359,522-359,522-100%$1.0K$0-$1.0K2022-11-14
UBS Group AG
CLOSED0342,950-342,950-100%$977$0-$9772022-11-10
Rhumbline Advisers
CLOSED0252,896-252,896-100%$721$0-$7212022-11-10
Independent Financial Group, LLC
CLOSED0234,724-234,724-100%$669.0K$0-$669.0K2026-06-15
Wolverine Asset Management LLC
CLOSED0224,282-224,282-100%$639$0-$6392022-11-10
Invesco Ltd.
CLOSED0202,868-202,868-100%$578$0-$5782022-11-14
MetLife Investment Management, LLC
CLOSED0187,098-187,098-100%$533.2K$0-$533.2K2024-05-10
Goldman Sachs Group Inc
CLOSED0163,585-163,585-100%$466$0-$4662024-05-14
State of Wisconsin Investment Board
CLOSED0152,557-152,557-100%$435$0-$4352022-11-14
Cetera Advisors LLC
CLOSED0146,279-146,279-100%$417$0-$4172022-11-14
New York State Common Retirement Fund
CLOSED0123,833-123,833-100%$353$0-$3532022-11-08
Price T Rowe Associates Inc
CLOSED0120,739-120,739-100%$344$0-$3442022-11-14
Alliancebernstein L.P.
CLOSED0113,800-113,800-100%$324$0-$3242022-11-15
Balyasny Asset Management L.P.
CLOSED097,269-97,269-100%$277$0-$2772022-11-15
JPMorgan Chase & Co
CLOSED095,591-95,591-100%$272$0-$2722022-11-14
Penserra Capital Management LLC
CLOSED094,865-94,865-100%$270$0-$2702022-11-14
Deutsche Bank Ag\
CLOSED084,142-84,142-100%$240$0-$2402022-11-14
LPL Financial LLC
CLOSED083,463-83,463-100%$238$0-$2382022-11-14
American International Group, Inc.
CLOSED083,296-83,296-100%$237$0-$2372022-11-14
Voya Investment Management LLC
CLOSED078,121-78,121-100%$223$0-$2232025-02-07
Susquehanna International Group, LLP
CLOSED078,022-78,022-100%$222$0-$2222022-11-14
California State Teachers Retirement System
CLOSED076,103-76,103-100%$217$0-$2172022-11-21
Manufacturers Life Insurance Company, the
CLOSED070,921-70,921-100%$202.1K$0-$202.1K2023-08-11
AlphaStar Capital Management, LLC
CLOSED069,705-69,705-100%$199$0-$1992022-10-21
SG Americas Securities, LLC
CLOSED062,635-62,635-100%$179$0-$1792022-10-31
GSA Capital Partners LLP
CLOSED053,782-53,782-100%$153$0-$1532022-11-14
Nisa Investment Advisors, LLC
CLOSED052,680-52,680-100%$150$0-$1502022-11-07
New York Life Investment Management LLC
CLOSED052,608-52,608-100%$150$0-$1502022-11-10
Wells Fargo & Company
CLOSED050,338-50,338-100%$143$0-$1432022-11-14
Engineers Gate Manager LP
CLOSED049,370-49,370-100%$141$0-$1412022-11-14
Detalus Advisors, LLC
CLOSED049,308-49,308-100%$141$0-$1412022-11-04
Strs Ohio
CLOSED041,600-41,600-100%$118$0-$1182022-10-27
Kovack Advisors, Inc.
CLOSED041,548-41,548-100%$118$0-$1182022-11-14
BNP Paribas Financial Markets
CLOSED040,184-40,184-100%$114.5K$0-$114.5K2022-11-16
Jane Street Group, LLC
CLOSED034,444-34,444-100%$98$0-$982022-11-15
Wolverine Trading, LLC
CLOSED034,214-34,214-100%$96$0-$962022-11-14
ExodusPoint Capital Management, LP
CLOSED033,792-33,792-100%$96$0-$962022-11-10
Titleist Asset Management, Ltd.
CLOSED033,371-33,371-100%$95$0-$952022-11-14
Cambridge Investment Research Advisors, Inc.
CLOSED032,760-32,760-100%$93$0-$932022-10-17
Simplex Trading, LLC
CLOSED031,253-31,253-100%$89$0-$892022-11-04
Arkadios Wealth Advisors
CLOSED028,290-28,290-100%$81$0-$812022-10-21
Sigma Planning Corp
CLOSED026,216-26,216-100%$75$0-$752022-11-10
Kore Private Wealth LLC
CLOSED025,000-25,000-100%$71$0-$712022-11-14
Compass Financial Advisors LLC
CLOSED024,876-24,876-100%$71$0-$712022-11-09
Caxton Associates LP
CLOSED024,868-24,868-100%$71$0-$712022-11-14
Victory Capital Management Inc
CLOSED023,389-23,389-100%$67$0-$672022-11-02
Two Sigma Securities, LLC
CLOSED022,791-22,791-100%$65$0-$652022-11-14
Amalgamated Bank
CLOSED022,537-22,537-100%$64$0-$642022-11-09
Stifel Financial Corp
CLOSED022,000-22,000-100%$63$0-$632022-11-14
AE Wealth Management LLC
CLOSED021,593-21,593-100%$62$0-$622022-10-25
Sheaff Brock Investment Advisors, LLC
CLOSED020,470-20,470-100%$58$0-$582022-11-03
Royal Bank of Canada
CLOSED020,358-20,358-100%$59$0-$592022-11-14
ProShare Advisors LLC
CLOSED019,992-19,992-100%$57$0-$572022-11-07
Cubist Systematic Strategies, LLC
CLOSED019,293-19,293-100%$55$0-$552022-11-14
Centaurus Financial, Inc.
CLOSED017,175-17,175-100%$49$0-$492022-12-05
Cetera Investment Advisers
CLOSED016,400-16,400-100%$47$0-$472022-11-14
Advisory Services Network, LLC
CLOSED015,923-15,923-100%$45$0-$452022-11-14
Raymond James Financial Services Advisors, Inc.
CLOSED014,999-14,999-100%$43$0-$432022-10-25
Legal & General Group Plc
CLOSED014,975-14,975-100%$43$0-$432022-11-14
Citigroup Inc
CLOSED014,652-14,652-100%$42$0-$422022-11-10
Renaissance Technologies LLC
CLOSED014,600-14,600-100%$42$0-$422022-11-14
Ameritas Investment Partners, Inc.
CLOSED013,347-13,347-100%$38$0-$382022-11-14
Raymond James & Associates
CLOSED013,179-13,179-100%$38$0-$382022-10-25
Ethic Inc.
CLOSED012,629-12,629-100%$36$0-$362022-11-14
Tower Research Capital LLC (TRC)
CLOSED012,486-12,486-100%$36$0-$362022-11-10
Atria Wealth Solutions, Inc.
CLOSED012,105-12,105-100%$34$0-$342023-02-13
State of Wyoming
CLOSED011,916-11,916-100%$34$0-$342022-11-14
Avidian Wealth Enterprises, LLC
CLOSED011,599-11,599-100%$33$0-$332022-11-03
Metropolitan Life Insurance Co
CLOSED010,857-10,857-100%$30.9K$0-$30.9K2023-06-14
Creative Planning
CLOSED010,358-10,358-100%$30$0-$302022-11-03
Barclays PLC
CLOSED08,932-8,932-100%$25$0-$252022-11-03
FMR LLC
CLOSED08,788-8,788-100%$25.0K$0-$25.0K2026-11-05
Signaturefd, LLC
CLOSED07,399-7,399-100%$21$0-$212022-11-08
Ellevest, Inc.
CLOSED07,367-7,367-100%$21$0-$212022-11-02
Tradition Wealth Management, LLC
CLOSED04,904-4,904-100%$14$0-$142022-11-14
Geneos Wealth Management Inc.
CLOSED04,402-4,402-100%$12$0-$122022-11-14
Northwestern Mutual Wealth Management Co
CLOSED03,000-3,000-100%$9$0-$92022-11-14
Quadrant Capital Group LLC
CLOSED02,901-2,901-100%$8$0-$82022-11-10
Bank of America Corp
CLOSED02,274-2,274-100%$7$0-$72022-11-14
Selective Wealth Management, Inc.
CLOSED02,000-2,000-100%$6$0-$62022-10-21
Tompkins Financial Corp
CLOSED01,290-1,290-100%$4$0-$42022-10-13
Lindbrook Capital, LLC
CLOSED01,138-1,138-100%$3$0-$32022-11-10
Vectors Research Management, LLC
CLOSED01,000-1,000-100%$3$0-$32022-11-08
Cutler Group LP
CLOSED0906-906-100%$2$0-$22022-10-25
Hantz Financial Services, Inc.
CLOSED0650-650-100%$2$0-$22024-08-06
Allworth Financial LP
CLOSED0422-422-100%$1$0-$12022-11-14
Proequities, Inc.
CLOSED0200-200-100%$1$0-$12022-11-15
Parallel Advisors, LLC
CLOSED078-78-100%$0$0$02022-11-10
Credit Suisse AG/
CLOSED059-59-100%$0$0$02022-11-10
Private Capital Group, LLC
N/A—394-394-100%$1———
Versant Capital Management, Inc
N/A—50-50-100%$0———
Showing 103 of 103 institutions