Putnam Premier Income Trust (PPT)

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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Allspring Global Investments Holdings, LLC

INCREASED

Shares1,375,269 from 1,367,557

Change+7,712 (+1%)

Value$4.5M (-$261.9K)

Filed 2026-11-04

Riverbridge Partners LLC

INCREASED

Shares404,850 from 393,732

Change+11,118 (+3%)

Value$1.3M (-$46.2K)

Filed 2026-11-05

Quad-Cities Investment Group, LLC

DECREASED

Shares264,282 from 273,312

Change-9,030 (-3%)

Value$866.8K (-$87.0K)

Filed 2026-10-16

Gilpin Wealth Management, LLC

INCREASED

Shares142,762 from 123,231

Change+19,531 (+16%)

Value$468.3K (+$38.2K)

Filed 2026-10-09

LPL Financial LLC

INCREASED

Shares136,669 from 128,030

Change+8,639 (+7%)

Value$448.3K (+$1.5K)

Filed 2026-11-06

Mirador Capital Partners LP

INCREASED

Shares127,004 from 123,623

Change+3,381 (+3%)

Value$416.6K (-$14.9K)

Filed 2026-10-09

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares113,256 from 117,461

Change-4,205 (-4%)

Value$371 (-$409.6K)

Filed 2026-11-02

Apollon Wealth Management, LLC

INCREASED

Shares83,334 from 82,449

Change+885 (+1%)

Value$273.3K (-$14.4K)

Filed 2026-10-23

Creative Planning

DECREASED

Shares82,114 from 82,115

Change-1 (0%)

Value$269.3K (-$17.2K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares78,786 from 77,638

Change+1,148 (+1%)

Value$258.4K (-$12.5K)

Filed 2026-11-02

Mezzasalma Advisors, LLC

INCREASED

Shares77,314 from 75,816

Change+1,498 (+2%)

Value$253.6K (-$11.0K)

Filed 2026-10-14

Valley Brook Capital Group, Inc.

DECREASED

Shares61,596 from 69,369

Change-7,773 (-11%)

Value$202.0K (-$40.1K)

Filed 2026-10-26

Dynamic Advisor Solutions LLC

INCREASED

Shares57,039 from 35,887

Change+21,152 (+59%)

Value$187.1K (+$61.8K)

Filed 2026-10-13

Clear Creek Financial Management, LLC

UNCHANGED

Shares52,294 from 52,294

Change0 (0%)

Value$171.5K (-$11.0K)

Filed 2026-10-28

Allworth Financial LP

UNCHANGED

Shares51,176 from 51,176

Change0 (0%)

Value$178.6K ($0)

Filed 2026-11-06

Level Four Advisory Services, LLC

INCREASED

Shares48,112 from 48,111

Change+1 (0%)

Value$157.8K (-$10.1K)

Filed 2026-11-06

Whalen Wealth Management Inc.

DECREASED

Shares39,222 from 40,580

Change-1,358 (-3%)

Value$128.6K (-$13.0K)

Filed 2026-10-08

Fortitude Advisory Group L.L.C.

INCREASED

Shares30,854 from 17,886

Change+12,968 (+73%)

Value$101.2K (+$38.8K)

Filed 2026-10-15

INCREASED

Shares27,622 from 26,992

Change+630 (+2%)

Value$90.6K (-$3.6K)

Filed 2026-10-23

Gilman Hill Asset Management, LLC

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$82.0K (-$5.3K)

Filed 2026-10-13

Uhlmann Price Securities, LLC

INCREASED

Shares23,917 from 23,381

Change+536 (+2%)

Value$78.4K (-$3.2K)

Filed 2026-11-03

Capital Investment Advisors, LLC

DECREASED

Shares23,857 from 25,172

Change-1,315 (-5%)

Value$78.3K (-$9.6K)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares23,588 from 23,506

Change+82 (+0%)

Value$77.4K (-$4.7K)

Filed 2026-10-16

Lazari Capital Management, Inc.

UNCHANGED

Shares22,436 from 22,436

Change0 (0%)

Value$73.6K (-$4.7K)

Filed 2026-10-20

International Assets Investment Management, LLC

DECREASED

Shares22,309 from 44,432

Change-22,123 (-50%)

Value$73.2K (-$81.0K)

Filed 2026-11-02

Kingsbury Capital Investment Advisors LLC

INCREASED

Shares20,051 from 19,594

Change+457 (+2%)

Value$65.8K (-$2.6K)

Filed 2026-10-20

Closed-End Fund Advisors, Inc.

INCREASED

Shares18,710 from 16,360

Change+2,350 (+14%)

Value$61.4K (+$4.3K)

Filed 2026-11-04

Sanders Morris Harris LLC

NEW

Shares15,490

Change+15,490

Value$50.3K

Filed 2026-10-14

UMB Bank, n.a.

UNCHANGED

Shares12,170 from 12,170

Change0 (0%)

Value$39.9K (-$2.6K)

Filed 2026-11-06

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares7,562 from 7,562

Change0 (0%)

Value$24.8K (-$1.6K)

Filed 2026-10-23

Barrett & Company, Inc.

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$16.4K (-$1.1K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

INCREASED

Shares4,519 from 1,800

Change+2,719 (+151%)

Value$14.8K (+$8.5K)

Filed 2026-11-06

US Bancorp \de\

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$11.5K (-$735)

Filed 2026-11-05

Creative Financial Designs Inc

UNCHANGED

Shares2,777 from 2,777

Change0 (0%)

Value$9.1K (-$583)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,211 from 1,211

Change0 (0%)

Value$4.0K (-$254)

Filed 2026-10-27

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares1,028 from 1,028

Change0 (0%)

Value$3.4K (-$216)

Filed 2026-10-13

Next Level Wealth Planning, LLC

NEW

Shares832

Change+832

Value$2.7K

Filed 2026-10-29

WPG Advisers, LLC

UNCHANGED

Shares758 from 758

Change0 (0%)

Value$2.5K (-$159)

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares550 from 550

Change0 (0%)

Value$1.8K (-$116)

Filed 2026-10-19

Costello Asset Management, Inc

INCREASED

Shares337 from 329

Change+8 (+2%)

Value$1.1K (-$44)

Filed 2026-10-30

Cape Investment Advisory, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$984 (-$63)

Filed 2026-10-13

Fifth Third Bancorp

INCREASED

Shares119 from 86

Change+33 (+38%)

Value$390 (+$90)

Filed 2026-11-05

Mather Group, Llc.

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$121 (-$8)

Filed 2026-10-14

Shaker Financial Services, LLC

CLOSED

Shares0 from 192,783

Change-192,783 (-100%)

Value$0 (-$672.8K)

Filed 2026-10-14

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 40,190

Change-40,190 (-100%)

Value$0 (-$140.3K)

Filed 2026-10-20

Kestra Advisory Services, LLC

CLOSED

Shares0 from 10,412

Change-10,412 (-100%)

Value$0 (-$36.3K)

Filed 2026-11-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 3,077

Change-3,077 (-100%)

Value$0 (-$10.7K)

Filed 2026-10-13

Farther Finance Advisors, LLC

CLOSED

Shares0 from 1,647

Change-1,647 (-100%)

Value$0 (-$5.7K)

Filed 2026-10-08

First Command Advisory Services, Inc.

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$1.7K)

Filed 2026-11-05

SIT Investment Associates Inc

N/A

Shares— from 28,618,942

Change-28,618,942 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 2,255,616

Change-2,255,616 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,135,071

Change-1,135,071 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 934,604

Change-934,604 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 800,392

Change-800,392 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 327,903

Change-327,903 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 319,251

Change-319,251 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 218,222

Change-218,222 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 210,626

Change-210,626 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 199,541

Change-199,541 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 197,900

Change-197,900 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 187,994

Change-187,994 (-100%)

Value—

Intellus Advisors LLC

N/A

Shares— from 167,203

Change-167,203 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 162,520

Change-162,520 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 157,493

Change-157,493 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 135,625

Change-135,625 (-100%)

Value—

UBS Group AG

N/A

Shares— from 121,242

Change-121,242 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 117,000

Change-117,000 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 115,305

Change-115,305 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 93,078

Change-93,078 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 74,940

Change-74,940 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 74,565

Change-74,565 (-100%)

Value—

Oder Investment Management, LLC

N/A

Shares— from 74,404

Change-74,404 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 55,600

Change-55,600 (-100%)

Value—

Papamarkou Wellner Asset Management inc.

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 49,985

Change-49,985 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 49,205

Change-49,205 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 42,348

Change-42,348 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 41,262

Change-41,262 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 37,724

Change-37,724 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 27,977

Change-27,977 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 26,778

Change-26,778 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 26,526

Change-26,526 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 25,398

Change-25,398 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 23,127

Change-23,127 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 21,458

Change-21,458 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 21,351

Change-21,351 (-100%)

Value—

KMT Wealth Management, LLC

N/A

Shares— from 19,594

Change-19,594 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 14,466

Change-14,466 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 9,400

Change-9,400 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 9,236

Change-9,236 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 4,721

Change-4,721 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,721

Change-4,721 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,992

Change-1,992 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,129

Change-1,129 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 708

Change-708 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 700

Change-700 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 696

Change-696 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 553

Change-553 (-100%)

Value—

Investment Counsel Co of Nevada

N/A

Shares— from 210

Change-210 (-100%)

Value—

Motco

N/A

Shares— from 208

Change-208 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 200

Change-200 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 150

Change-150 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 0

Change0

Value—

	Status
Allspring Global Investments Holdings, LLC	INCREASED	1,375,269	1,367,557	+7,712	+1%	$4.8M	$4.5M	-$261.9K	2026-11-04
Riverbridge Partners LLC	INCREASED	404,850	393,732	+11,118	+3%	$1.4M	$1.3M	-$46.2K	2026-11-05
Quad-Cities Investment Group, LLC	DECREASED	264,282	273,312	-9,030	-3%	$953.9K	$866.8K	-$87.0K	2026-10-16
Gilpin Wealth Management, LLC	INCREASED	142,762	123,231	+19,531	+16%	$430.1K	$468.3K	+$38.2K	2026-10-09
LPL Financial LLC	INCREASED	136,669	128,030	+8,639	+7%	$446.8K	$448.3K	+$1.5K	2026-11-06
Mirador Capital Partners LP	INCREASED	127,004	123,623	+3,381	+3%	$431.4K	$416.6K	-$14.9K	2026-10-09
Cambridge Investment Research Advisors, Inc.	DECREASED	113,256	117,461	-4,205	-4%	$410.0K	$371	-$409.6K	2026-11-02
Apollon Wealth Management, LLC	INCREASED	83,334	82,449	+885	+1%	$287.7K	$273.3K	-$14.4K	2026-10-23
Creative Planning	DECREASED	82,114	82,115	-1	0%	$286.6K	$269.3K	-$17.2K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	78,786	77,638	+1,148	+1%	$271.0K	$258.4K	-$12.5K	2026-11-02
Mezzasalma Advisors, LLC	INCREASED	77,314	75,816	+1,498	+2%	$264.6K	$253.6K	-$11.0K	2026-10-14
Valley Brook Capital Group, Inc.	DECREASED	61,596	69,369	-7,773	-11%	$242.1K	$202.0K	-$40.1K	2026-10-26
Dynamic Advisor Solutions LLC	INCREASED	57,039	35,887	+21,152	+59%	$125.2K	$187.1K	+$61.8K	2026-10-13
Clear Creek Financial Management, LLC	UNCHANGED	52,294	52,294	0	0%	$182.5K	$171.5K	-$11.0K	2026-10-28
Allworth Financial LP	UNCHANGED	51,176	51,176	0	0%	$178.6K	$178.6K	$0	2026-11-06
Level Four Advisory Services, LLC	INCREASED	48,112	48,111	+1	0%	$167.9K	$157.8K	-$10.1K	2026-11-06
Whalen Wealth Management Inc.	DECREASED	39,222	40,580	-1,358	-3%	$141.6K	$128.6K	-$13.0K	2026-10-08
Fortitude Advisory Group L.L.C.	INCREASED	30,854	17,886	+12,968	+73%	$62.4K	$101.2K	+$38.8K	2026-10-15
Register Financial Advisors LLC	INCREASED	27,622	26,992	+630	+2%	$94.2K	$90.6K	-$3.6K	2026-10-23
Gilman Hill Asset Management, LLC	UNCHANGED	25,000	25,000	0	0%	$87.3K	$82.0K	-$5.3K	2026-10-13
Uhlmann Price Securities, LLC	INCREASED	23,917	23,381	+536	+2%	$81.6K	$78.4K	-$3.2K	2026-11-03
Capital Investment Advisors, LLC	DECREASED	23,857	25,172	-1,315	-5%	$87.9K	$78.3K	-$9.6K	2026-10-22
IFP Advisors, Inc	INCREASED	23,588	23,506	+82	+0%	$82.0K	$77.4K	-$4.7K	2026-10-16
Lazari Capital Management, Inc.	UNCHANGED	22,436	22,436	0	0%	$78.3K	$73.6K	-$4.7K	2026-10-20
International Assets Investment Management, LLC	DECREASED	22,309	44,432	-22,123	-50%	$154.2K	$73.2K	-$81.0K	2026-11-02
Kingsbury Capital Investment Advisors LLC	INCREASED	20,051	19,594	+457	+2%	$68.4K	$65.8K	-$2.6K	2026-10-20
Closed-End Fund Advisors, Inc.	INCREASED	18,710	16,360	+2,350	+14%	$57.1K	$61.4K	+$4.3K	2026-11-04
Sanders Morris Harris LLC	NEW	15,490	—	+15,490	—	—	$50.3K	—	2026-10-14
UMB Bank, n.a.	UNCHANGED	12,170	12,170	0	0%	$42.5K	$39.9K	-$2.6K	2026-11-06
Wilmington Savings Fund Society, FSB	UNCHANGED	7,562	7,562	0	0%	$26.4K	$24.8K	-$1.6K	2026-10-23
Barrett & Company, Inc.	UNCHANGED	5,000	5,000	0	0%	$17.5K	$16.4K	-$1.1K	2026-10-22
PNC Financial Services Group, Inc.	INCREASED	4,519	1,800	+2,719	+151%	$6.3K	$14.8K	+$8.5K	2026-11-06
US Bancorp \de\	UNCHANGED	3,500	3,500	0	0%	$12.2K	$11.5K	-$735	2026-11-05
Creative Financial Designs Inc	UNCHANGED	2,777	2,777	0	0%	$9.7K	$9.1K	-$583	2026-11-04
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,211	1,211	0	0%	$4.2K	$4.0K	-$254	2026-10-27
Beacon Investment Advisory Services, Inc.	UNCHANGED	1,028	1,028	0	0%	$3.6K	$3.4K	-$216	2026-10-13
Next Level Wealth Planning, LLC	NEW	832	—	+832	—	—	$2.7K	—	2026-10-29
WPG Advisers, LLC	UNCHANGED	758	758	0	0%	$2.6K	$2.5K	-$159	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	550	550	0	0%	$1.9K	$1.8K	-$116	2026-10-19
Costello Asset Management, Inc	INCREASED	337	329	+8	+2%	$1.1K	$1.1K	-$44	2026-10-30
Cape Investment Advisory, Inc.	UNCHANGED	300	300	0	0%	$1.0K	$984	-$63	2026-10-13
Fifth Third Bancorp	INCREASED	119	86	+33	+38%	$300	$390	+$90	2026-11-05
Mather Group, Llc.	UNCHANGED	37	37	0	0%	$129	$121	-$8	2026-10-14
Shaker Financial Services, LLC	CLOSED	0	192,783	-192,783	-100%	$672.8K	$0	-$672.8K	2026-10-14
Commonwealth Financial Services, LLC	CLOSED	0	40,190	-40,190	-100%	$140.3K	$0	-$140.3K	2026-10-20
Kestra Advisory Services, LLC	CLOSED	0	10,412	-10,412	-100%	$36.3K	$0	-$36.3K	2026-11-02
Salem Investment Counselors Inc	CLOSED	0	3,077	-3,077	-100%	$10.7K	$0	-$10.7K	2026-10-13
Farther Finance Advisors, LLC	CLOSED	0	1,647	-1,647	-100%	$5.7K	$0	-$5.7K	2026-10-08
First Command Advisory Services, Inc.	CLOSED	0	500	-500	-100%	$1.7K	$0	-$1.7K	2026-11-05
SIT Investment Associates Inc	N/A	—	28,618,942	-28,618,942	-100%	$99.9M	—	—	—
1607 Capital Partners, LLC	N/A	—	2,255,616	-2,255,616	-100%	$7.9M	—	—	—
Morgan Stanley	N/A	—	1,135,071	-1,135,071	-100%	$4.0M	—	—	—
Invesco Ltd.	N/A	—	934,604	-934,604	-100%	$3.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	800,392	-800,392	-100%	$2.8M	—	—	—
Advisors Asset Management, Inc.	N/A	—	327,903	-327,903	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	319,251	-319,251	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	218,222	-218,222	-100%	$761.5K	—	—	—
Bank of America Corp	N/A	—	210,626	-210,626	-100%	$735.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	199,541	-199,541	-100%	$684.4K	—	—	—
Baird Financial Group, Inc.	N/A	—	197,900	-197,900	-100%	$690.7K	—	—	—
Focus Partners Wealth	N/A	—	187,994	-187,994	-100%	$656.1K	—	—	—
Intellus Advisors LLC	N/A	—	167,203	-167,203	-100%	$583.5K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	162,520	-162,520	-100%	$567.0K	—	—	—
Royal Bank of Canada	N/A	—	157,493	-157,493	-100%	$549.0K	—	—	—
MML Investors Services, LLC	N/A	—	135,625	-135,625	-100%	$473.3K	—	—	—
UBS Group AG	N/A	—	121,242	-121,242	-100%	$423.1K	—	—	—
Shufro Rose & Co LLC	N/A	—	117,000	-117,000	-100%	$408.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	115,305	-115,305	-100%	$402.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	93,078	-93,078	-100%	$324.8K	—	—	—
Captrust Financial Advisors	N/A	—	74,940	-74,940	-100%	$261.5K	—	—	—
Wells Fargo & Company	N/A	—	74,565	-74,565	-100%	$260.2K	—	—	—
Oder Investment Management, LLC	N/A	—	74,404	-74,404	-100%	$259.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	55,600	-55,600	-100%	$194.0K	—	—	—
Papamarkou Wellner Asset Management inc.	N/A	—	50,000	-50,000	-100%	$174.5K	—	—	—
Cetera Investment Advisers	N/A	—	49,985	-49,985	-100%	$174.4K	—	—	—
Stifel Financial Corp	N/A	—	49,205	-49,205	-100%	$171.7K	—	—	—
Citadel Advisors LLC	N/A	—	42,348	-42,348	-100%	$147.8K	—	—	—
Karpus Management, Inc.	N/A	—	41,262	-41,262	-100%	$144.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	37,724	-37,724	-100%	$131.7K	—	—	—
Smith, Moore & Co.	N/A	—	27,977	-27,977	-100%	$97.6K	—	—	—
Readystate Asset Management LP	N/A	—	26,778	-26,778	-100%	$93.5K	—	—	—
Ethos Financial Group, LLC	N/A	—	26,526	-26,526	-100%	$92.6K	—	—	—
Equitable Holdings, Inc.	N/A	—	25,398	-25,398	-100%	$88.6K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	23,127	-23,127	-100%	$80.7K	—	—	—
HRT Financial LP	N/A	—	21,458	-21,458	-100%	$74	—	—	—
XTX Topco Ltd	N/A	—	21,351	-21,351	-100%	$74.5K	—	—	—
KMT Wealth Management, LLC	N/A	—	19,594	-19,594	-100%	$68.4K	—	—	—
Mariner, LLC	N/A	—	14,466	-14,466	-100%	$50.5K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	9,400	-9,400	-100%	$32.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	9,236	-9,236	-100%	$32.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	4,721	-4,721	-100%	$16.5K	—	—	—
BFC Planning, Inc.	N/A	—	4,721	-4,721	-100%	$16.5K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	3,500	-3,500	-100%	$12.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,992	-1,992	-100%	$7.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,129	-1,129	-100%	$3.9K	—	—	—
Gould Capital, LLC	N/A	—	708	-708	-100%	$2.5K	—	—	—
Harbour Investments, Inc.	N/A	—	700	-700	-100%	$2.4K	—	—	—
Continuum Advisory, LLC	N/A	—	696	-696	-100%	$2.4K	—	—	—
Rothschild Investment LLC	N/A	—	553	-553	-100%	$1.9K	—	—	—
Investment Counsel Co of Nevada	N/A	—	210	-210	-100%	$733	—	—	—
Motco	N/A	—	208	-208	-100%	$726	—	—	—
Arax Advisory Partners	N/A	—	200	-200	-100%	$698	—	—	—
ST Germain D J Co Inc	N/A	—	150	-150	-100%	$524	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	0	0	—	$1	—	—	—

Showing 104 of 104 institutions