Pimco Dynamic Income Strat (PDX)

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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Williams Jones Wealth Management, Llc.

DECREASED

Shares410,394 from 837,548

Change-427,154 (-51%)

Value$8.3M (-$9.1M)

Filed 2026-11-05

City of London Investment Management Co LTD

INCREASED

Shares313,738 from 263,425

Change+50,313 (+19%)

Value$6.4M (+$884.4K)

Filed 2026-10-30

Altium Capital Management LLC

UNCHANGED

Shares157,700 from 157,700

Change0 (0%)

Value$3.2M (-$82.0K)

Filed 2026-11-04

Rareview Capital LLC

INCREASED

Shares108,022 from 98,718

Change+9,304 (+9%)

Value$2.2M (-$240.6K)

Filed 2026-11-05

Choreo, LLC

DECREASED

Shares75,991 from 79,531

Change-3,540 (-4%)

Value$1.5M (-$113.5K)

Filed 2026-10-28

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares75,733 from 75,733

Change0 (0%)

Value$1.5M (-$39.5K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares66,104 from 58,694

Change+7,410 (+13%)

Value$1.3M (+$119.9K)

Filed 2026-11-06

Wedbush Securities Inc

INCREASED

Shares51,919 from 24,850

Change+27,069 (+109%)

Value$1.1K (-$515.9K)

Filed 2026-10-22

Noble Wealth Management PBC

DECREASED

Shares48,675 from 51,425

Change-2,750 (-5%)

Value$988.1K (-$82.6K)

Filed 2026-10-01

UMB Bank, n.a.

NEW

Shares46,700

Change+46,700

Value$948.0K

Filed 2026-11-06

Concurrent Investment Advisors, LLC

INCREASED

Shares35,348 from 34,459

Change+889 (+3%)

Value$717.6K (+$126)

Filed 2026-10-16

Allspring Global Investments Holdings, LLC

INCREASED

Shares34,871 from 34,828

Change+43 (+0%)

Value$724.8K (-$318)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares32,164 from 32,048

Change+116 (+0%)

Value$652.9K (-$14.3K)

Filed 2026-10-30

Kestra Advisory Services, LLC

NEW

Shares30,787

Change+30,787

Value$625.0K

Filed 2026-11-02

Virtue Asset Management LLC

DECREASED

Shares27,825 from 27,956

Change-131 (0%)

Value$564.9K (-$17.2K)

Filed 2026-10-21

Stolper Co

DECREASED

Shares25,787 from 26,047

Change-260 (-1%)

Value$523 (-$19)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares23,642 from 242,580

Change-218,938 (-90%)

Value$480 (-$5.1M)

Filed 2026-11-02

Oppenheimer & Co Inc

UNCHANGED

Shares22,700 from 22,700

Change0 (0%)

Value$460.8K (-$11.8K)

Filed 2026-10-26

TrueMark Investments, LLC

NEW

Shares20,119

Change+20,119

Value$408.4K

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares18,708 from 16,209

Change+2,499 (+15%)

Value$388.4K (+$39.7K)

Filed 2026-10-13

Indivisible Partners

INCREASED

Shares18,206 from 18,003

Change+203 (+1%)

Value$369.6K (-$5.2K)

Filed 2026-10-26

Fifth Third Bancorp

INCREASED

Shares17,400 from 17,335

Change+65 (+0%)

Value$353.2K (-$7.7K)

Filed 2026-11-05

Aprio Wealth Management, LLC

DECREASED

Shares17,152 from 19,779

Change-2,627 (-13%)

Value$348.2K (-$63.6K)

Filed 2026-10-28

Islay Capital Management, LLC

INCREASED

Shares16,067 from 16,047

Change+20 (+0%)

Value$326.2K (-$7.9K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

INCREASED

Shares15,083 from 14,137

Change+946 (+7%)

Value$306.2K (+$11.8K)

Filed 2026-11-02

Abel Hall, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$304.5K (-$7.8K)

Filed 2026-10-19

Creative Planning

INCREASED

Shares14,482 from 13,251

Change+1,231 (+9%)

Value$294.0K (+$18.1K)

Filed 2026-11-02

Cornerstone Wealth Management, LLC

DECREASED

Shares14,444 from 14,635

Change-191 (-1%)

Value$293.2K (-$11.5K)

Filed 2026-11-04

Meadowbrook Wealth Management, LLC

INCREASED

Shares13,200 from 11,700

Change+1,500 (+13%)

Value$268.0K (+$22.7K)

Filed 2026-10-08

Cynosure Group, LLC

INCREASED

Shares10,541 from 10,347

Change+194 (+2%)

Value$214.0K (-$1.4K)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$218.6K ($0)

Filed 2026-11-06

Lloyd Advisory Services, Llc.

UNCHANGED

Shares6,053 from 6,053

Change0 (0%)

Value$122.9K (-$3.1K)

Filed 2026-11-02

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$91.4K (-$2.3K)

Filed 2026-10-16

US Bancorp \de\

UNCHANGED

Shares3,783 from 3,783

Change0 (0%)

Value$76.8K (-$2.0K)

Filed 2026-11-05

CoreCap Advisors, LLC

INCREASED

Shares3,760 from 3,481

Change+279 (+8%)

Value$76.3K (+$3.9K)

Filed 2026-10-08

Blue Bell Private Wealth Management, LLC

INCREASED

Shares2,509 from 1,509

Change+1,000 (+66%)

Value$50.9K (+$19.5K)

Filed 2026-10-29

Cornerstone National Bank & Trust Co

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$30.8K (-$690)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares1,255

Change+1,255

Value$25.5K

Filed 2026-10-21

Spire Wealth Management

UNCHANGED

Shares875 from 875

Change0 (0%)

Value$17.8K (-$455)

Filed 2026-10-30

FNY Investment Advisers, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$10 ($0)

Filed 2026-10-16

Farther Finance Advisors, LLC

NEW

Shares400

Change+400

Value$8.1K

Filed 2026-10-08

Highline Wealth Partners LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$3.0K (-$78)

Filed 2026-10-19

IFP Advisors, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.0K (-$52)

Filed 2026-10-16

Vestor Capital, LLC

CLOSED

Shares0 from 36,089

Change-36,089 (-100%)

Value$0 (-$5.3K)

Filed 2026-11-04

Investment Management Trust, LLC

CLOSED

Shares0 from 17,871

Change-17,871 (-100%)

Value$0 (-$372.1K)

Filed 2026-11-05

Moneco Advisors, LLC

CLOSED

Shares0 from 10,769

Change-10,769 (-100%)

Value$0 (-$224.2K)

Filed 2026-11-05

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 675

Change-675 (-100%)

Value$0 (-$14.1K)

Filed 2026-11-06

Saba Capital Management, L.P.A

N/A

Shares— from 6,416,087

Change-6,416,087 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 1,101,509

Change-1,101,509 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 1,095,075

Change-1,095,075 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,047,230

Change-1,047,230 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 1,021,789

Change-1,021,789 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,016,475

Change-1,016,475 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,002,602

Change-1,002,602 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 879,336

Change-879,336 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 793,540

Change-793,540 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 701,289

Change-701,289 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 695,177

Change-695,177 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 549,495

Change-549,495 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 489,829

Change-489,829 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 388,769

Change-388,769 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 341,810

Change-341,810 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 308,991

Change-308,991 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 179,862

Change-179,862 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 116,886

Change-116,886 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 113,183

Change-113,183 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 90,838

Change-90,838 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 88,674

Change-88,674 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 75,453

Change-75,453 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 74,633

Change-74,633 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 74,369

Change-74,369 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 71,649

Change-71,649 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 54,663

Change-54,663 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 49,079

Change-49,079 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 42,628

Change-42,628 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 36,300

Change-36,300 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 35,036

Change-35,036 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 34,867

Change-34,867 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 31,579

Change-31,579 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 25,994

Change-25,994 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 24,135

Change-24,135 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 23,334

Change-23,334 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 21,015

Change-21,015 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 19,779

Change-19,779 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 19,075

Change-19,075 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 17,750

Change-17,750 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,775

Change-15,775 (-100%)

Value—

Flatrock Wealth Partners LLC

N/A

Shares— from 13,586

Change-13,586 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 13,483

Change-13,483 (-100%)

Value—

CSS LLC

N/A

Shares— from 12,960

Change-12,960 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,917

Change-12,917 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 12,297

Change-12,297 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 12,206

Change-12,206 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 12,022

Change-12,022 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

&partners

N/A

Shares— from 10,780

Change-10,780 (-100%)

Value—

Spirepoint Private Client, LLC

N/A

Shares— from 10,321

Change-10,321 (-100%)

Value—

Alpine Global Management, LLC

N/A

Shares— from 10,268

Change-10,268 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 8,550

Change-8,550 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 6,163

Change-6,163 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,696

Change-4,696 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 4,651

Change-4,651 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,107

Change-2,107 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 1,965

Change-1,965 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 625

Change-625 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 623

Change-623 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 600

Change-600 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 200

Change-200 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 68

Change-68 (-100%)

Value—

	Status
Williams Jones Wealth Management, Llc.	DECREASED	410,394	837,548	-427,154	-51%	$17.4M	$8.3M	-$9.1M	2026-11-05
City of London Investment Management Co LTD	INCREASED	313,738	263,425	+50,313	+19%	$5.5M	$6.4M	+$884.4K	2026-10-30
Altium Capital Management LLC	UNCHANGED	157,700	157,700	0	0%	$3.3M	$3.2M	-$82.0K	2026-11-04
Rareview Capital LLC	INCREASED	108,022	98,718	+9,304	+9%	$2.4M	$2.2M	-$240.6K	2026-11-05
Choreo, LLC	DECREASED	75,991	79,531	-3,540	-4%	$1.7M	$1.5M	-$113.5K	2026-10-28
Elevation Point Wealth Partners, LLC	UNCHANGED	75,733	75,733	0	0%	$1.6M	$1.5M	-$39.5K	2026-11-05
LPL Financial LLC	INCREASED	66,104	58,694	+7,410	+13%	$1.2M	$1.3M	+$119.9K	2026-11-06
Wedbush Securities Inc	INCREASED	51,919	24,850	+27,069	+109%	$517.0K	$1.1K	-$515.9K	2026-10-22
Noble Wealth Management PBC	DECREASED	48,675	51,425	-2,750	-5%	$1.1M	$988.1K	-$82.6K	2026-10-01
UMB Bank, n.a.	NEW	46,700	—	+46,700	—	—	$948.0K	—	2026-11-06
Concurrent Investment Advisors, LLC	INCREASED	35,348	34,459	+889	+3%	$717.4K	$717.6K	+$126	2026-10-16
Allspring Global Investments Holdings, LLC	INCREASED	34,871	34,828	+43	+0%	$725.1K	$724.8K	-$318	2026-11-04
Truist Financial Corp	INCREASED	32,164	32,048	+116	+0%	$667.2K	$652.9K	-$14.3K	2026-10-30
Kestra Advisory Services, LLC	NEW	30,787	—	+30,787	—	—	$625.0K	—	2026-11-02
Virtue Asset Management LLC	DECREASED	27,825	27,956	-131	0%	$582.1K	$564.9K	-$17.2K	2026-10-21
Stolper Co	DECREASED	25,787	26,047	-260	-1%	$542	$523	-$19	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	23,642	242,580	-218,938	-90%	$5.1M	$480	-$5.1M	2026-11-02
Oppenheimer & Co Inc	UNCHANGED	22,700	22,700	0	0%	$472.6K	$460.8K	-$11.8K	2026-10-26
TrueMark Investments, LLC	NEW	20,119	—	+20,119	—	—	$408.4K	—	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	18,708	16,209	+2,499	+15%	$348.7K	$388.4K	+$39.7K	2026-10-13
Indivisible Partners	INCREASED	18,206	18,003	+203	+1%	$374.8K	$369.6K	-$5.2K	2026-10-26
Fifth Third Bancorp	INCREASED	17,400	17,335	+65	+0%	$360.9K	$353.2K	-$7.7K	2026-11-05
Aprio Wealth Management, LLC	DECREASED	17,152	19,779	-2,627	-13%	$411.8K	$348.2K	-$63.6K	2026-10-28
Islay Capital Management, LLC	INCREASED	16,067	16,047	+20	+0%	$334.1K	$326.2K	-$7.9K	2026-10-20
Commonwealth Equity Services, LLC	INCREASED	15,083	14,137	+946	+7%	$294.3K	$306.2K	+$11.8K	2026-11-02
Abel Hall, LLC	UNCHANGED	15,000	15,000	0	0%	$312.3K	$304.5K	-$7.8K	2026-10-19
Creative Planning	INCREASED	14,482	13,251	+1,231	+9%	$275.9K	$294.0K	+$18.1K	2026-11-02
Cornerstone Wealth Management, LLC	DECREASED	14,444	14,635	-191	-1%	$304.7K	$293.2K	-$11.5K	2026-11-04
Meadowbrook Wealth Management, LLC	INCREASED	13,200	11,700	+1,500	+13%	$245.2K	$268.0K	+$22.7K	2026-10-08
Cynosure Group, LLC	INCREASED	10,541	10,347	+194	+2%	$215.4K	$214.0K	-$1.4K	2026-11-03
Allworth Financial LP	UNCHANGED	10,500	10,500	0	0%	$218.6K	$218.6K	$0	2026-11-06
Lloyd Advisory Services, Llc.	UNCHANGED	6,053	6,053	0	0%	$126.0K	$122.9K	-$3.1K	2026-11-02
Halbert Hargrove Global Advisors, LLC	UNCHANGED	4,500	4,500	0	0%	$93.7K	$91.4K	-$2.3K	2026-10-16
US Bancorp \de\	UNCHANGED	3,783	3,783	0	0%	$78.8K	$76.8K	-$2.0K	2026-11-05
CoreCap Advisors, LLC	INCREASED	3,760	3,481	+279	+8%	$72.5K	$76.3K	+$3.9K	2026-10-08
Blue Bell Private Wealth Management, LLC	INCREASED	2,509	1,509	+1,000	+66%	$31.4K	$50.9K	+$19.5K	2026-10-29
Cornerstone National Bank & Trust Co	UNCHANGED	1,500	1,500	0	0%	$31.4K	$30.8K	-$690	2026-10-20
Root Financial Partners, LLC	NEW	1,255	—	+1,255	—	—	$25.5K	—	2026-10-21
Spire Wealth Management	UNCHANGED	875	875	0	0%	$18.2K	$17.8K	-$455	2026-10-30
FNY Investment Advisers, LLC	UNCHANGED	500	500	0	0%	$10	$10	$0	2026-10-16
Farther Finance Advisors, LLC	NEW	400	—	+400	—	—	$8.1K	—	2026-10-08
Highline Wealth Partners LLC	UNCHANGED	150	150	0	0%	$3.1K	$3.0K	-$78	2026-10-19
IFP Advisors, Inc	UNCHANGED	100	100	0	0%	$2.1K	$2.0K	-$52	2026-10-16
Vestor Capital, LLC	CLOSED	0	36,089	-36,089	-100%	$5.3K	$0	-$5.3K	2026-11-04
Investment Management Trust, LLC	CLOSED	0	17,871	-17,871	-100%	$372.1K	$0	-$372.1K	2026-11-05
Moneco Advisors, LLC	CLOSED	0	10,769	-10,769	-100%	$224.2K	$0	-$224.2K	2026-11-05
Institute for Wealth Management, Llc.	CLOSED	0	675	-675	-100%	$14.1K	$0	-$14.1K	2026-11-06
Saba Capital Management, L.P.A	N/A	—	6,416,087	-6,416,087	-100%	$133.6M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	1,101,509	-1,101,509	-100%	$22.9M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	1,095,075	-1,095,075	-100%	$22.8M	—	—	—
Wells Fargo & Company	N/A	—	1,047,230	-1,047,230	-100%	$21.8M	—	—	—
Cohen & Steers, Inc.	N/A	—	1,021,789	-1,021,789	-100%	$21.3M	—	—	—
UBS Group AG	N/A	—	1,016,475	-1,016,475	-100%	$21.2M	—	—	—
Royal Bank of Canada	N/A	—	1,002,602	-1,002,602	-100%	$20.9M	—	—	—
Morgan Stanley	N/A	—	879,336	-879,336	-100%	$18.3M	—	—	—
Bank of America Corp	N/A	—	793,540	-793,540	-100%	$16.5M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	701,289	-701,289	-100%	$14.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	695,177	-695,177	-100%	$14.5M	—	—	—
Almitas Capital LLC	N/A	—	549,495	-549,495	-100%	$11.4M	—	—	—
Hollencrest Capital Management	N/A	—	489,829	-489,829	-100%	$10.2M	—	—	—
Stifel Financial Corp	N/A	—	388,769	-388,769	-100%	$8.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	341,810	-341,810	-100%	$7.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	308,991	-308,991	-100%	$6.4M	—	—	—
Raymond James Financial Inc	N/A	—	179,862	-179,862	-100%	$3.7M	—	—	—
First Trust Advisors LP	N/A	—	116,886	-116,886	-100%	$2.4M	—	—	—
Focus Partners Wealth	N/A	—	113,183	-113,183	-100%	$2.4M	—	—	—
1607 Capital Partners, LLC	N/A	—	90,838	-90,838	-100%	$1.9M	—	—	—
Smith, Moore & Co.	N/A	—	88,674	-88,674	-100%	$1.8M	—	—	—
Invesco Ltd.	N/A	—	75,453	-75,453	-100%	$1.6M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	74,633	-74,633	-100%	$1.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	74,369	-74,369	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	71,649	-71,649	-100%	$1.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	54,663	-54,663	-100%	$1.1M	—	—	—
Northern Trust Corp	N/A	—	49,079	-49,079	-100%	$1.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	42,628	-42,628	-100%	$887.5K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	36,300	-36,300	-100%	$755.8K	—	—	—
First Foundation Advisors	N/A	—	35,036	-35,036	-100%	$729.4K	—	—	—
Cetera Investment Advisers	N/A	—	34,867	-34,867	-100%	$725.9K	—	—	—
Atlas Wealth LLC	N/A	—	31,579	-31,579	-100%	$657.5K	—	—	—
HighTower Advisors, LLC	N/A	—	25,994	-25,994	-100%	$541.2K	—	—	—
Virtu Financial LLC	N/A	—	24,135	-24,135	-100%	$502.0K	—	—	—
Evolve Private Wealth, LLC	N/A	—	23,334	-23,334	-100%	$488.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	21,015	-21,015	-100%	$437.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	19,779	-19,779	-100%	$411.8K	—	—	—
Harbour Investments, Inc.	N/A	—	19,075	-19,075	-100%	$397.1K	—	—	—
Essex Financial Services, Inc.	N/A	—	17,750	-17,750	-100%	$369.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,775	-15,775	-100%	$328.0K	—	—	—
Flatrock Wealth Partners LLC	N/A	—	13,586	-13,586	-100%	$284.7K	—	—	—
Savvy Advisors, Inc.	N/A	—	13,483	-13,483	-100%	$280.7K	—	—	—
CSS LLC	N/A	—	12,960	-12,960	-100%	$269.8K	—	—	—
Citadel Advisors LLC	N/A	—	12,917	-12,917	-100%	$268.9K	—	—	—
PFG Investments, LLC	N/A	—	12,297	-12,297	-100%	$256.0K	—	—	—
Regal Investment Advisors LLC	N/A	—	12,206	-12,206	-100%	$254.1K	—	—	—
Brown Advisory Inc	N/A	—	12,022	-12,022	-100%	$250.3K	—	—	—
MAI Capital Management	N/A	—	11,500	-11,500	-100%	$239.6K	—	—	—
&partners	N/A	—	10,780	-10,780	-100%	$224.4K	—	—	—
Spirepoint Private Client, LLC	N/A	—	10,321	-10,321	-100%	$214.9K	—	—	—
Alpine Global Management, LLC	N/A	—	10,268	-10,268	-100%	$213.8K	—	—	—
IFG Advisory, LLC	N/A	—	8,550	-8,550	-100%	$178.0K	—	—	—
Continuum Advisory, LLC	N/A	—	6,163	-6,163	-100%	$128.3K	—	—	—
Ancora Advisors LLCA	N/A	—	5,000	-5,000	-100%	$104.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,696	-4,696	-100%	$97.8K	—	—	—
Kerr Financial Planning Corp	N/A	—	4,651	-4,651	-100%	$77.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,107	-2,107	-100%	$43.9K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	1,965	-1,965	-100%	$40.9K	—	—	—
Bessemer Group Inc	N/A	—	1,000	-1,000	-100%	$21.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	625	-625	-100%	$13.0K	—	—	—
Allied Private Wealth LLC	N/A	—	623	-623	-100%	$13.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	600	-600	-100%	$12.5K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	200	-200	-100%	$4.2K	—	—	—
SHP Wealth Management	N/A	—	68	-68	-100%	$1.4K	—	—	—

Showing 111 of 111 institutions