Powershares ETF TR II

Q1 2018 vs Q2 2018

Comparing institutional holders between quarters

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

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Access Financial Services, Inc.

INCREASED

Shares48,919 from 44,632

Change+4,287 (+10%)

Value$2.6K (+$169)

Filed 2018-07-20

Ladenburg Thalmann Financial Services Inc

UNCHANGED

Shares35,118 from 35,118

Change0 (0%)

Value$1.9K ($0)

Filed 2018-08-15

USA Financial Formulas

DECREASED

Shares13,514 from 14,089

Change-575 (-4%)

Value$743 (-$32)

Filed 2018-08-03

Altfest L J & Co Inc

DECREASED

Shares13,040 from 23,832

Change-10,792 (-45%)

Value$699 (-$611)

Filed 2018-08-07

Northeast Financial Consultants Inc

INCREASED

Shares7,085 from 5,027

Change+2,058 (+41%)

Value$379 (+$103)

Filed 2018-07-27

Wolverine Trading, LLC

UNCHANGED

Shares3,955 from 3,955

Change0 (0%)

Value$217 ($0)

Filed 2018-08-13

Wharton Business Group, LLC

CLOSED

Shares0 from 1,220,185

Change-1,220,185 (-100%)

Value$0 (-$67.1K)

Filed 2018-08-09

Bank of America Corp

CLOSED

Shares0 from 1,124,539

Change-1,124,539 (-100%)

Value$0 (-$61.8K)

Filed 2018-08-14

Varma Mutual Pension Insurance Co

CLOSED

Shares0 from 1,102,600

Change-1,102,600 (-100%)

Value$0 (-$60.6K)

Filed 2018-08-13

Psagot Investment House Ltd.

CLOSED

Shares0 from 840,555

Change-840,555 (-100%)

Value$0 (-$46.2K)

Filed 2018-08-01

Barclays PLC

CLOSED

Shares0 from 755,000

Change-755,000 (-100%)

Value$0 (-$41.5K)

Filed 2018-08-14

UBS Group AG

CLOSED

Shares0 from 743,608

Change-743,608 (-100%)

Value$0 (-$40.9K)

Filed 2018-08-14

Accredited Investors Inc.

CLOSED

Shares0 from 567,072

Change-567,072 (-100%)

Value$0 (-$31.2K)

Filed 2018-07-31

Morgan Stanley

CLOSED

Shares0 from 546,628

Change-546,628 (-100%)

Value$0 (-$30.1K)

Filed 2019-04-23

Miller Investment Management, LP

CLOSED

Shares0 from 542,143

Change-542,143 (-100%)

Value$0 (-$29.8K)

Filed 2018-08-13

Royal Bank of Canada

CLOSED

Shares0 from 479,276

Change-479,276 (-100%)

Value$0 (-$26.4K)

Filed 2018-08-14

LPL Financial LLC

CLOSED

Shares0 from 332,351

Change-332,351 (-100%)

Value$0 (-$18.3K)

Filed 2018-08-14

SOL Capital Management Co

CLOSED

Shares0 from 292,924

Change-292,924 (-100%)

Value$0 (-$16.1K)

Filed 2018-07-11

Cumberland Advisors Inc

CLOSED

Shares0 from 222,840

Change-222,840 (-100%)

Value$0 (-$12.3K)

Filed 2018-07-10

Advisors Preferred, LLC

CLOSED

Shares0 from 202,583

Change-202,583 (-100%)

Value$0 (-$11.1K)

Filed 2018-08-07

Ledyard National Bank

CLOSED

Shares0 from 198,895

Change-198,895 (-100%)

Value$0 (-$10.9K)

Filed 2018-07-11

Raymond James & Associates

CLOSED

Shares0 from 192,720

Change-192,720 (-100%)

Value$0 (-$10.6K)

Filed 2018-08-14

Goldman Sachs Group Inc

CLOSED

Shares0 from 180,259

Change-180,259 (-100%)

Value$0 (-$9.9K)

Filed 2018-08-14

Hollow Brook Wealth Management LLC

CLOSED

Shares0 from 149,967

Change-149,967 (-100%)

Value$0 (-$8.2K)

Filed 2018-08-13

Silvercrest Asset Management Group LLC

CLOSED

Shares0 from 145,011

Change-145,011 (-100%)

Value$0 (-$8.0K)

Filed 2018-08-14

Ontario Teachers Pension Plan Board

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$5.5K)

Filed 2018-08-10

Ameriprise Financial Inc

CLOSED

Shares0 from 95,558

Change-95,558 (-100%)

Value$0 (-$5.3K)

Filed 2018-08-14

Virtu Financial LLC

CLOSED

Shares0 from 88,486

Change-88,486 (-100%)

Value$0 (-$4.9K)

Filed 2018-07-30

JPMorgan Chase & Co

CLOSED

Shares0 from 78,132

Change-78,132 (-100%)

Value$0 (-$4.3K)

Filed 2018-08-14

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 70,834

Change-70,834 (-100%)

Value$0 (-$3.9K)

Filed 2018-07-30

Wells Fargo & Company

CLOSED

Shares0 from 64,584

Change-64,584 (-100%)

Value$0 (-$3.6K)

Filed 2018-08-01

Cetera Advisors LLC

CLOSED

Shares0 from 60,648

Change-60,648 (-100%)

Value$0 (-$3.3K)

Filed 2018-08-14

Community Bank, N.A.

CLOSED

Shares0 from 49,475

Change-49,475 (-100%)

Value$0 (-$2.7K)

Filed 2018-07-12

Clearshares LLC

CLOSED

Shares0 from 49,287

Change-49,287 (-100%)

Value$0 (-$2.7K)

Filed 2018-07-30

Envestnet Asset Management Inc

CLOSED

Shares0 from 47,063

Change-47,063 (-100%)

Value$0 (-$2.6K)

Filed 2018-08-10

Venturi Wealth Management, LLC

CLOSED

Shares0 from 43,175

Change-43,175 (-100%)

Value$0 (-$2.4K)

Filed 2018-08-14

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 40,876

Change-40,876 (-100%)

Value$0 (-$2.2K)

Filed 2018-07-31

FRG Family Wealth Advisors LLC

CLOSED

Shares0 from 40,010

Change-40,010 (-100%)

Value$0 (-$2.2K)

Filed 2022-03-02

Accuvest Global Advisors

CLOSED

Shares0 from 36,833

Change-36,833 (-100%)

Value$0 (-$2.0K)

Filed 2018-08-08

Citadel Advisors LLC

CLOSED

Shares0 from 30,677

Change-30,677 (-100%)

Value$0 (-$1.7K)

Filed 2019-08-14

Jane Street Group, LLC

CLOSED

Shares0 from 30,326

Change-30,326 (-100%)

Value$0 (-$1.7K)

Filed 2018-08-15

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 29,420

Change-29,420 (-100%)

Value$0 (-$1.6K)

Filed 2018-08-15

Penserra Capital Management LLC

CLOSED

Shares0 from 28,114

Change-28,114 (-100%)

Value$0 (-$1.5K)

Filed 2018-08-13

Credit Suisse AG/

CLOSED

Shares0 from 26,255

Change-26,255 (-100%)

Value$0 (-$1.4K)

Filed 2018-08-14

Parsons Capital Management Inc

CLOSED

Shares0 from 22,200

Change-22,200 (-100%)

Value$0 (-$1.2K)

Filed 2018-08-09

Usca RIA LLC

CLOSED

Shares0 from 21,453

Change-21,453 (-100%)

Value$0 (-$1.2K)

Filed 2018-08-08

Transamerica Financial Advisors, LLC

CLOSED

Shares0 from 20,938

Change-20,938 (-100%)

Value$0 (-$1.2K)

Filed 2018-07-25

Global Trust Asset Management, LLC

CLOSED

Shares0 from 17,415

Change-17,415 (-100%)

Value$0 (-$957)

Filed 2018-07-18

Hilltop Holdings Inc.

CLOSED

Shares0 from 17,293

Change-17,293 (-100%)

Value$0 (-$950)

Filed 2018-08-14

Koshinski Asset Management, Inc.

CLOSED

Shares0 from 14,752

Change-14,752 (-100%)

Value$0 (-$811)

Filed 2018-08-13

M&T Bank Corp

CLOSED

Shares0 from 14,740

Change-14,740 (-100%)

Value$0 (-$810)

Filed 2018-08-10

First Allied Advisory Services, Inc.

CLOSED

Shares0 from 14,498

Change-14,498 (-100%)

Value$0 (-$801)

Filed 2018-08-08

Advisors Capital Management, LLC

CLOSED

Shares0 from 14,468

Change-14,468 (-100%)

Value$0 (-$795)

Filed 2018-08-13

Moors & Cabot, Inc.

CLOSED

Shares0 from 14,378

Change-14,378 (-100%)

Value$0 (-$791)

Filed 2018-08-14

Janney Montgomery Scott LLC

CLOSED

Shares0 from 13,605

Change-13,605 (-100%)

Value$0 (-$748)

Filed 2018-07-24

Financial Advocates Investment Management

CLOSED

Shares0 from 12,433

Change-12,433 (-100%)

Value$0 (-$684)

Filed 2018-08-09

Cetera Advisor Networks LLC

CLOSED

Shares0 from 11,805

Change-11,805 (-100%)

Value$0 (-$647)

Filed 2018-08-14

Donor Advised Charitable Giving, Inc.

CLOSED

Shares0 from 11,187

Change-11,187 (-100%)

Value$0 (-$615)

Filed 2018-07-11

Oppenheimer & Co Inc

CLOSED

Shares0 from 9,500

Change-9,500 (-100%)

Value$0 (-$522)

Filed 2018-08-10

Advisor Group, Inc.

CLOSED

Shares0 from 9,413

Change-9,413 (-100%)

Value$0 (-$518)

Filed 2018-08-13

IFP Advisors, Inc

CLOSED

Shares0 from 9,110

Change-9,110 (-100%)

Value$0 (-$501)

Filed 2019-06-03

United Services Automobile Association

CLOSED

Shares0 from 8,000

Change-8,000 (-100%)

Value$0 (-$440)

Filed 2018-09-27

Scotia Capital Inc.

CLOSED

Shares0 from 7,104

Change-7,104 (-100%)

Value$0 (-$390)

Filed 2018-08-13

Sigma Planning Corp

CLOSED

Shares0 from 6,871

Change-6,871 (-100%)

Value$0 (-$378)

Filed 2018-08-02

Bank of Montreal

CLOSED

Shares0 from 6,309

Change-6,309 (-100%)

Value$0 (-$347)

Filed 2018-07-16

Oppenheimer Asset Management Inc.

CLOSED

Shares0 from 6,283

Change-6,283 (-100%)

Value$0 (-$345)

Filed 2018-08-10

Advanced Asset Management Advisors Inc

CLOSED

Shares0 from 6,191

Change-6,191 (-100%)

Value$0 (-$340)

Filed 2018-08-02

Level Four Advisory Services, LLC

CLOSED

Shares0 from 5,793

Change-5,793 (-100%)

Value$0 (-$318)

Filed 2018-08-14

CWM, LLC

CLOSED

Shares0 from 5,757

Change-5,757 (-100%)

Value$0 (-$317)

Filed 2018-07-31

Brewin Dolphin Wealth Management LTD

CLOSED

Shares0 from 4,925

Change-4,925 (-100%)

Value$0 (-$270.8K)

Filed 2023-11-09

BB&T Securities, LLC

CLOSED

Shares0 from 4,677

Change-4,677 (-100%)

Value$0 (-$257)

Filed 2018-08-13

Citigroup Inc

CLOSED

Shares0 from 4,610

Change-4,610 (-100%)

Value$0 (-$253)

Filed 2018-08-10

Broadleaf Partners, LLC

CLOSED

Shares0 from 4,448

Change-4,448 (-100%)

Value$0 (-$245)

Filed 2018-08-07

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 4,364

Change-4,364 (-100%)

Value$0 (-$239.9K)

Filed 2024-08-30

Argent Trust Co

CLOSED

Shares0 from 4,141

Change-4,141 (-100%)

Value$0 (-$228)

Filed 2019-04-15

Flagship Harbor Advisors, LLC

CLOSED

Shares0 from 3,909

Change-3,909 (-100%)

Value$0 (-$211)

Filed 2018-08-14

Pittenger & Anderson Inc

CLOSED

Shares0 from 3,750

Change-3,750 (-100%)

Value$0 (-$206)

Filed 2018-08-15

Tarbox Family Office, Inc.

CLOSED

Shares0 from 2,720

Change-2,720 (-100%)

Value$0 (-$150)

Filed 2018-07-31

Cranbrook Wealth Management, LLC

CLOSED

Shares0 from 2,056

Change-2,056 (-100%)

Value$0 (-$113)

Filed 2018-08-10

Bronfman E.L. Rothschild, L.P.

CLOSED

Shares0 from 1,846

Change-1,846 (-100%)

Value$0 (-$101)

Filed 2018-08-08

Bessemer Group Inc

CLOSED

Shares0 from 1,624

Change-1,624 (-100%)

Value$0 (-$89)

Filed 2018-07-25

SeaCrest Wealth Management, LLC

CLOSED

Shares0 from 1,458

Change-1,458 (-100%)

Value$0 (-$80)

Filed 2018-08-03

Atlantic Trust Group, LLC

CLOSED

Shares0 from 1,181

Change-1,181 (-100%)

Value$0 (-$65)

Filed 2018-08-02

Blair William & Co

CLOSED

Shares0 from 914

Change-914 (-100%)

Value$0 (-$50)

Filed 2018-08-13

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 875

Change-875 (-100%)

Value$0 (-$48)

Filed 2018-08-10

AdvisorNet Financial, Inc

CLOSED

Shares0 from 812

Change-812 (-100%)

Value$0 (-$45)

Filed 2018-07-27

Brewin Dolphin LTD

CLOSED

Shares0 from 775

Change-775 (-100%)

Value$0 (-$42.6K)

Filed 2023-11-09

IndexIQ Advisors LLC

CLOSED

Shares0 from 769

Change-769 (-100%)

Value$0 (-$42)

Filed 2018-08-02

Loring Wolcott & Coolidge Fiduciary Advisors LLP

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$41)

Filed 2018-08-07

American Portfolios Advisors

CLOSED

Shares0 from 652

Change-652 (-100%)

Value$0 (-$35.8K)

Filed 2023-03-24

BlackRock Inc.

CLOSED

Shares0 from 537

Change-537 (-100%)

Value$0 (-$30)

Filed 2018-08-09

Edge Advisors, LLC

CLOSED

Shares0 from 419

Change-419 (-100%)

Value$0 (-$23)

Filed 2018-08-14

Synovus Financial Corp

CLOSED

Shares0 from 369

Change-369 (-100%)

Value$0 (-$20)

Filed 2018-08-01

Stratos Wealth Partners, Ltd.

CLOSED

Shares0 from 330

Change-330 (-100%)

Value$0 (-$18)

Filed 2018-08-13

Mosaic Family Wealth, LLC

CLOSED

Shares0 from 317

Change-317 (-100%)

Value$0 (-$17)

Filed 2018-08-10

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 228

Change-228 (-100%)

Value$0 (-$13)

Filed 2018-08-10

SEI Investments Co

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$2)

Filed 2018-08-03

Parallax Volatility Advisers, L.P.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2018-08-14

Versant Capital Management, Inc

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2018-07-06

MGO One Seven LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

	Status
Access Financial Services, Inc.	INCREASED	48,919	44,632	+4,287	+10%	$2.5K	$2.6K	+$169	2018-07-20
Ladenburg Thalmann Financial Services Inc	UNCHANGED	35,118	35,118	0	0%	$1.9K	$1.9K	$0	2018-08-15
USA Financial Formulas	DECREASED	13,514	14,089	-575	-4%	$775	$743	-$32	2018-08-03
Altfest L J & Co Inc	DECREASED	13,040	23,832	-10,792	-45%	$1.3K	$699	-$611	2018-08-07
Northeast Financial Consultants Inc	INCREASED	7,085	5,027	+2,058	+41%	$276	$379	+$103	2018-07-27
Wolverine Trading, LLC	UNCHANGED	3,955	3,955	0	0%	$217	$217	$0	2018-08-13
Wharton Business Group, LLC	CLOSED	0	1,220,185	-1,220,185	-100%	$67.1K	$0	-$67.1K	2018-08-09
Bank of America Corp	CLOSED	0	1,124,539	-1,124,539	-100%	$61.8K	$0	-$61.8K	2018-08-14
Varma Mutual Pension Insurance Co	CLOSED	0	1,102,600	-1,102,600	-100%	$60.6K	$0	-$60.6K	2018-08-13
Psagot Investment House Ltd.	CLOSED	0	840,555	-840,555	-100%	$46.2K	$0	-$46.2K	2018-08-01
Barclays PLC	CLOSED	0	755,000	-755,000	-100%	$41.5K	$0	-$41.5K	2018-08-14
UBS Group AG	CLOSED	0	743,608	-743,608	-100%	$40.9K	$0	-$40.9K	2018-08-14
Accredited Investors Inc.	CLOSED	0	567,072	-567,072	-100%	$31.2K	$0	-$31.2K	2018-07-31
Morgan Stanley	CLOSED	0	546,628	-546,628	-100%	$30.1K	$0	-$30.1K	2019-04-23
Miller Investment Management, LP	CLOSED	0	542,143	-542,143	-100%	$29.8K	$0	-$29.8K	2018-08-13
Royal Bank of Canada	CLOSED	0	479,276	-479,276	-100%	$26.4K	$0	-$26.4K	2018-08-14
LPL Financial LLC	CLOSED	0	332,351	-332,351	-100%	$18.3K	$0	-$18.3K	2018-08-14
SOL Capital Management Co	CLOSED	0	292,924	-292,924	-100%	$16.1K	$0	-$16.1K	2018-07-11
Cumberland Advisors Inc	CLOSED	0	222,840	-222,840	-100%	$12.3K	$0	-$12.3K	2018-07-10
Advisors Preferred, LLC	CLOSED	0	202,583	-202,583	-100%	$11.1K	$0	-$11.1K	2018-08-07
Ledyard National Bank	CLOSED	0	198,895	-198,895	-100%	$10.9K	$0	-$10.9K	2018-07-11
Raymond James & Associates	CLOSED	0	192,720	-192,720	-100%	$10.6K	$0	-$10.6K	2018-08-14
Goldman Sachs Group Inc	CLOSED	0	180,259	-180,259	-100%	$9.9K	$0	-$9.9K	2018-08-14
Hollow Brook Wealth Management LLC	CLOSED	0	149,967	-149,967	-100%	$8.2K	$0	-$8.2K	2018-08-13
Silvercrest Asset Management Group LLC	CLOSED	0	145,011	-145,011	-100%	$8.0K	$0	-$8.0K	2018-08-14
Ontario Teachers Pension Plan Board	CLOSED	0	100,000	-100,000	-100%	$5.5K	$0	-$5.5K	2018-08-10
Ameriprise Financial Inc	CLOSED	0	95,558	-95,558	-100%	$5.3K	$0	-$5.3K	2018-08-14
Virtu Financial LLC	CLOSED	0	88,486	-88,486	-100%	$4.9K	$0	-$4.9K	2018-07-30
JPMorgan Chase & Co	CLOSED	0	78,132	-78,132	-100%	$4.3K	$0	-$4.3K	2018-08-14
Raymond James Financial Services Advisors, Inc.	CLOSED	0	70,834	-70,834	-100%	$3.9K	$0	-$3.9K	2018-07-30
Wells Fargo & Company	CLOSED	0	64,584	-64,584	-100%	$3.6K	$0	-$3.6K	2018-08-01
Cetera Advisors LLC	CLOSED	0	60,648	-60,648	-100%	$3.3K	$0	-$3.3K	2018-08-14
Community Bank, N.A.	CLOSED	0	49,475	-49,475	-100%	$2.7K	$0	-$2.7K	2018-07-12
Clearshares LLC	CLOSED	0	49,287	-49,287	-100%	$2.7K	$0	-$2.7K	2018-07-30
Envestnet Asset Management Inc	CLOSED	0	47,063	-47,063	-100%	$2.6K	$0	-$2.6K	2018-08-10
Venturi Wealth Management, LLC	CLOSED	0	43,175	-43,175	-100%	$2.4K	$0	-$2.4K	2018-08-14
Commonwealth Equity Services, LLC	CLOSED	0	40,876	-40,876	-100%	$2.2K	$0	-$2.2K	2018-07-31
FRG Family Wealth Advisors LLC	CLOSED	0	40,010	-40,010	-100%	$2.2K	$0	-$2.2K	2022-03-02
Accuvest Global Advisors	CLOSED	0	36,833	-36,833	-100%	$2.0K	$0	-$2.0K	2018-08-08
Citadel Advisors LLC	CLOSED	0	30,677	-30,677	-100%	$1.7K	$0	-$1.7K	2019-08-14
Jane Street Group, LLC	CLOSED	0	30,326	-30,326	-100%	$1.7K	$0	-$1.7K	2018-08-15
Tower Research Capital LLC (TRC)	CLOSED	0	29,420	-29,420	-100%	$1.6K	$0	-$1.6K	2018-08-15
Penserra Capital Management LLC	CLOSED	0	28,114	-28,114	-100%	$1.5K	$0	-$1.5K	2018-08-13
Credit Suisse AG/	CLOSED	0	26,255	-26,255	-100%	$1.4K	$0	-$1.4K	2018-08-14
Parsons Capital Management Inc	CLOSED	0	22,200	-22,200	-100%	$1.2K	$0	-$1.2K	2018-08-09
Usca RIA LLC	CLOSED	0	21,453	-21,453	-100%	$1.2K	$0	-$1.2K	2018-08-08
Transamerica Financial Advisors, LLC	CLOSED	0	20,938	-20,938	-100%	$1.2K	$0	-$1.2K	2018-07-25
Global Trust Asset Management, LLC	CLOSED	0	17,415	-17,415	-100%	$957	$0	-$957	2018-07-18
Hilltop Holdings Inc.	CLOSED	0	17,293	-17,293	-100%	$950	$0	-$950	2018-08-14
Koshinski Asset Management, Inc.	CLOSED	0	14,752	-14,752	-100%	$811	$0	-$811	2018-08-13
M&T Bank Corp	CLOSED	0	14,740	-14,740	-100%	$810	$0	-$810	2018-08-10
First Allied Advisory Services, Inc.	CLOSED	0	14,498	-14,498	-100%	$801	$0	-$801	2018-08-08
Advisors Capital Management, LLC	CLOSED	0	14,468	-14,468	-100%	$795	$0	-$795	2018-08-13
Moors & Cabot, Inc.	CLOSED	0	14,378	-14,378	-100%	$791	$0	-$791	2018-08-14
Janney Montgomery Scott LLC	CLOSED	0	13,605	-13,605	-100%	$748	$0	-$748	2018-07-24
Financial Advocates Investment Management	CLOSED	0	12,433	-12,433	-100%	$684	$0	-$684	2018-08-09
Cetera Advisor Networks LLC	CLOSED	0	11,805	-11,805	-100%	$647	$0	-$647	2018-08-14
Donor Advised Charitable Giving, Inc.	CLOSED	0	11,187	-11,187	-100%	$615	$0	-$615	2018-07-11
Oppenheimer & Co Inc	CLOSED	0	9,500	-9,500	-100%	$522	$0	-$522	2018-08-10
Advisor Group, Inc.	CLOSED	0	9,413	-9,413	-100%	$518	$0	-$518	2018-08-13
IFP Advisors, Inc	CLOSED	0	9,110	-9,110	-100%	$501	$0	-$501	2019-06-03
United Services Automobile Association	CLOSED	0	8,000	-8,000	-100%	$440	$0	-$440	2018-09-27
Scotia Capital Inc.	CLOSED	0	7,104	-7,104	-100%	$390	$0	-$390	2018-08-13
Sigma Planning Corp	CLOSED	0	6,871	-6,871	-100%	$378	$0	-$378	2018-08-02
Bank of Montreal	CLOSED	0	6,309	-6,309	-100%	$347	$0	-$347	2018-07-16
Oppenheimer Asset Management Inc.	CLOSED	0	6,283	-6,283	-100%	$345	$0	-$345	2018-08-10
Advanced Asset Management Advisors Inc	CLOSED	0	6,191	-6,191	-100%	$340	$0	-$340	2018-08-02
Level Four Advisory Services, LLC	CLOSED	0	5,793	-5,793	-100%	$318	$0	-$318	2018-08-14
CWM, LLC	CLOSED	0	5,757	-5,757	-100%	$317	$0	-$317	2018-07-31
Brewin Dolphin Wealth Management LTD	CLOSED	0	4,925	-4,925	-100%	$270.8K	$0	-$270.8K	2023-11-09
BB&T Securities, LLC	CLOSED	0	4,677	-4,677	-100%	$257	$0	-$257	2018-08-13
Citigroup Inc	CLOSED	0	4,610	-4,610	-100%	$253	$0	-$253	2018-08-10
Broadleaf Partners, LLC	CLOSED	0	4,448	-4,448	-100%	$245	$0	-$245	2018-08-07
Federation des caisses Desjardins du Quebec	CLOSED	0	4,364	-4,364	-100%	$239.9K	$0	-$239.9K	2024-08-30
Argent Trust Co	CLOSED	0	4,141	-4,141	-100%	$228	$0	-$228	2019-04-15
Flagship Harbor Advisors, LLC	CLOSED	0	3,909	-3,909	-100%	$211	$0	-$211	2018-08-14
Pittenger & Anderson Inc	CLOSED	0	3,750	-3,750	-100%	$206	$0	-$206	2018-08-15
Tarbox Family Office, Inc.	CLOSED	0	2,720	-2,720	-100%	$150	$0	-$150	2018-07-31
Cranbrook Wealth Management, LLC	CLOSED	0	2,056	-2,056	-100%	$113	$0	-$113	2018-08-10
Bronfman E.L. Rothschild, L.P.	CLOSED	0	1,846	-1,846	-100%	$101	$0	-$101	2018-08-08
Bessemer Group Inc	CLOSED	0	1,624	-1,624	-100%	$89	$0	-$89	2018-07-25
SeaCrest Wealth Management, LLC	CLOSED	0	1,458	-1,458	-100%	$80	$0	-$80	2018-08-03
Atlantic Trust Group, LLC	CLOSED	0	1,181	-1,181	-100%	$65	$0	-$65	2018-08-02
Blair William & Co	CLOSED	0	914	-914	-100%	$50	$0	-$50	2018-08-13
Northwestern Mutual Wealth Management Co	CLOSED	0	875	-875	-100%	$48	$0	-$48	2018-08-10
AdvisorNet Financial, Inc	CLOSED	0	812	-812	-100%	$45	$0	-$45	2018-07-27
Brewin Dolphin LTD	CLOSED	0	775	-775	-100%	$42.6K	$0	-$42.6K	2023-11-09
IndexIQ Advisors LLC	CLOSED	0	769	-769	-100%	$42	$0	-$42	2018-08-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP	CLOSED	0	750	-750	-100%	$41	$0	-$41	2018-08-07
American Portfolios Advisors	CLOSED	0	652	-652	-100%	$35.8K	$0	-$35.8K	2023-03-24
BlackRock Inc.	CLOSED	0	537	-537	-100%	$30	$0	-$30	2018-08-09
Edge Advisors, LLC	CLOSED	0	419	-419	-100%	$23	$0	-$23	2018-08-14
Synovus Financial Corp	CLOSED	0	369	-369	-100%	$20	$0	-$20	2018-08-01
Stratos Wealth Partners, Ltd.	CLOSED	0	330	-330	-100%	$18	$0	-$18	2018-08-13
Mosaic Family Wealth, LLC	CLOSED	0	317	-317	-100%	$17	$0	-$17	2018-08-10
PNC Financial Services Group, Inc.	CLOSED	0	228	-228	-100%	$13	$0	-$13	2018-08-10
SEI Investments Co	CLOSED	0	44	-44	-100%	$2	$0	-$2	2018-08-03
Parallax Volatility Advisers, L.P.	CLOSED	0	1	-1	-100%	$0	$0	$0	2018-08-14
Versant Capital Management, Inc	CLOSED	0	0	0	—	$0	$0	$0	2018-07-06
MGO One Seven LLC	N/A	—	150	-150	-100%	$8	—	—	—

Showing 100 of 100 institutions