Summit Financial Group in

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

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

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Pinnacle Financial Partners Inc

UNCHANGED

Shares4,477 from 4,477

Change0 (0%)

Value$121.6K ($0)

Filed 2024-08-06

Dimensional Fund Advisors LP

CLOSED

Shares0 from 695,208

Change-695,208 (-100%)

Value$0 (-$18.9M)

Filed 2024-08-09

Vanguard Group Inc

CLOSED

Shares0 from 577,165

Change-577,165 (-100%)

Value$0 (-$15.7M)

Filed 2024-08-13

Geode Capital Management, LLC

CLOSED

Shares0 from 255,287

Change-255,287 (-100%)

Value$0 (-$6.9M)

Filed 2024-08-09

State Street Corp

CLOSED

Shares0 from 237,524

Change-237,524 (-100%)

Value$0 (-$6.5M)

Filed 2024-08-14

Fourthstone LLC

CLOSED

Shares0 from 214,537

Change-214,537 (-100%)

Value$0 (-$5.8M)

Filed 2024-08-14

Royce & Associates LP

CLOSED

Shares0 from 171,193

Change-171,193 (-100%)

Value$0 (-$4.6M)

Filed 2024-08-13

Renaissance Technologies LLC

CLOSED

Shares0 from 167,183

Change-167,183 (-100%)

Value$0 (-$4.5K)

Filed 2024-08-09

American Century Companies Inc

CLOSED

Shares0 from 139,090

Change-139,090 (-100%)

Value$0 (-$3.8M)

Filed 2024-08-07

EJF Capital LP

CLOSED

Shares0 from 122,235

Change-122,235 (-100%)

Value$0 (-$3.3M)

Filed 2024-08-14

Bridgeway Capital Management, LLC

CLOSED

Shares0 from 121,423

Change-121,423 (-100%)

Value$0 (-$3.3M)

Filed 2024-08-14

Skandinaviska Enskilda Banken AB (publ)

CLOSED

Shares0 from 113,373

Change-113,373 (-100%)

Value$0 (-$3.1M)

Filed 2024-08-13

Northern Trust Corp

CLOSED

Shares0 from 113,032

Change-113,032 (-100%)

Value$0 (-$3.1M)

Filed 2024-08-14

Verdence Capital Advisors LLC

CLOSED

Shares0 from 86,260

Change-86,260 (-100%)

Value$0 (-$2.3M)

Filed 2024-07-25

Pinnacle Holdings, LLC

CLOSED

Shares0 from 86,002

Change-86,002 (-100%)

Value$0 (-$2.3M)

Filed 2024-08-13

CSS LLC

CLOSED

Shares0 from 79,276

Change-79,276 (-100%)

Value$0 (-$2.2M)

Filed 2024-08-14

Boothbay Fund Management, LLC

CLOSED

Shares0 from 75,152

Change-75,152 (-100%)

Value$0 (-$2.0M)

Filed 2024-08-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 68,901

Change-68,901 (-100%)

Value$0 (-$1.9M)

Filed 2024-07-25

AA Financial Advisors, LLC

CLOSED

Shares0 from 61,801

Change-61,801 (-100%)

Value$0 (-$1.7M)

Filed 2024-07-16

Russell Investments Group, Ltd.

CLOSED

Shares0 from 61,508

Change-61,508 (-100%)

Value$0 (-$1.7M)

Filed 2024-08-08

Omers Administration Corp

CLOSED

Shares0 from 56,640

Change-56,640 (-100%)

Value$0 (-$1.5M)

Filed 2024-08-13

Empowered Funds, LLC

CLOSED

Shares0 from 55,908

Change-55,908 (-100%)

Value$0 (-$1.5M)

Filed 2024-07-30

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 53,192

Change-53,192 (-100%)

Value$0 (-$1.4M)

Filed 2024-08-09

Fifth Third Bancorp

CLOSED

Shares0 from 45,382

Change-45,382 (-100%)

Value$0 (-$1.2M)

Filed 2024-07-22

Invesco Ltd.

CLOSED

Shares0 from 44,087

Change-44,087 (-100%)

Value$0 (-$1.2M)

Filed 2024-08-13

Yakira Capital Management, Inc.

CLOSED

Shares0 from 36,193

Change-36,193 (-100%)

Value$0 (-$983.0K)

Filed 2024-08-13

LSV Asset Management

CLOSED

Shares0 from 32,700

Change-32,700 (-100%)

Value$0 (-$888)

Filed 2024-08-06

Morgan Stanley

CLOSED

Shares0 from 32,252

Change-32,252 (-100%)

Value$0 (-$876.0K)

Filed 2025-05-14

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 31,878

Change-31,878 (-100%)

Value$0 (-$865.8K)

Filed 2025-02-14

Alliancebernstein L.P.

CLOSED

Shares0 from 29,672

Change-29,672 (-100%)

Value$0 (-$805.9K)

Filed 2024-08-14

Nuveen Asset Management, LLC

CLOSED

Shares0 from 26,785

Change-26,785 (-100%)

Value$0 (-$727.5K)

Filed 2024-08-09

Emerald Mutual Fund Advisers Trust

CLOSED

Shares0 from 25,937

Change-25,937 (-100%)

Value$0 (-$704.4K)

Filed 2024-08-06

Barclays PLC

CLOSED

Shares0 from 24,311

Change-24,311 (-100%)

Value$0 (-$660.3K)

Filed 2026-03-23

Philadelphia Trust Co

CLOSED

Shares0 from 19,548

Change-19,548 (-100%)

Value$0 (-$531)

Filed 2024-08-13

JPMorgan Chase & Co

CLOSED

Shares0 from 19,060

Change-19,060 (-100%)

Value$0 (-$517.7K)

Filed 2024-12-26

Rhumbline Advisers

CLOSED

Shares0 from 17,554

Change-17,554 (-100%)

Value$0 (-$476.8K)

Filed 2024-08-01

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 17,508

Change-17,508 (-100%)

Value$0 (-$475.5K)

Filed 2024-07-19

Goldman Sachs Group Inc

CLOSED

Shares0 from 17,054

Change-17,054 (-100%)

Value$0 (-$463.2K)

Filed 2024-08-13

Quadrature Capital Ltd

CLOSED

Shares0 from 15,738

Change-15,738 (-100%)

Value$0 (-$427.4K)

Filed 2024-08-14

LPL Financial LLC

CLOSED

Shares0 from 15,616

Change-15,616 (-100%)

Value$0 (-$424.1K)

Filed 2024-08-07

Polar Asset Management Partners Inc.

CLOSED

Shares0 from 15,143

Change-15,143 (-100%)

Value$0 (-$411.3K)

Filed 2024-08-14

Martingale Asset Management L P

CLOSED

Shares0 from 13,998

Change-13,998 (-100%)

Value$0 (-$380.2K)

Filed 2024-08-12

HSBC Holdings PLC

CLOSED

Shares0 from 13,586

Change-13,586 (-100%)

Value$0 (-$369.0K)

Filed 2024-08-12

Tctc Holdings, LLC

CLOSED

Shares0 from 12,500

Change-12,500 (-100%)

Value$0 (-$339.5K)

Filed 2024-08-06

Raymond James & Associates

CLOSED

Shares0 from 12,200

Change-12,200 (-100%)

Value$0 (-$331.4K)

Filed 2024-07-19

UBS Group AG

CLOSED

Shares0 from 11,965

Change-11,965 (-100%)

Value$0 (-$325.0K)

Filed 2024-08-14

Folger Nolan Fleming Douglas Capital Management, Inc

CLOSED

Shares0 from 10,883

Change-10,883 (-100%)

Value$0 (-$296.0K)

Filed 2024-07-09

Jentner Corp

CLOSED

Shares0 from 10,812

Change-10,812 (-100%)

Value$0 (-$293.6K)

Filed 2024-08-14

Buckingham Asset Management, LLC

CLOSED

Shares0 from 10,200

Change-10,200 (-100%)

Value$0 (-$277.0K)

Filed 2024-08-12

Burney Co/

CLOSED

Shares0 from 9,550

Change-9,550 (-100%)

Value$0 (-$259.4K)

Filed 2024-07-29

Stifel Financial Corp

CLOSED

Shares0 from 9,529

Change-9,529 (-100%)

Value$0 (-$258.8K)

Filed 2024-08-13

Baird Financial Group, Inc.

CLOSED

Shares0 from 9,500

Change-9,500 (-100%)

Value$0 (-$258.0K)

Filed 2024-08-14

Wells Fargo & Company

CLOSED

Shares0 from 8,909

Change-8,909 (-100%)

Value$0 (-$242.0K)

Filed 2024-08-13

NTV Asset Management LLC

CLOSED

Shares0 from 8,325

Change-8,325 (-100%)

Value$0 (-$226.1K)

Filed 2024-07-31

Tiaa Trust, National Association

CLOSED

Shares0 from 8,290

Change-8,290 (-100%)

Value$0 (-$225.2K)

Filed 2024-08-01

Henderson Group PLC

CLOSED

Shares0 from 8,168

Change-8,168 (-100%)

Value$0 (-$221.8K)

Filed 2024-08-14

Lincoln National Corp

CLOSED

Shares0 from 8,091

Change-8,091 (-100%)

Value$0 (-$219.7K)

Filed 2024-07-25

Royal Bank of Canada

CLOSED

Shares0 from 7,151

Change-7,151 (-100%)

Value$0 (-$195.0K)

Filed 2024-11-06

Ceeto Capital Group, LLC

CLOSED

Shares0 from 7,012

Change-7,012 (-100%)

Value$0 (-$190)

Filed 2024-08-14

MetLife Investment Management, LLC

CLOSED

Shares0 from 6,657

Change-6,657 (-100%)

Value$0 (-$180.8K)

Filed 2024-08-13

BNP Paribas Financial Markets

CLOSED

Shares0 from 6,385

Change-6,385 (-100%)

Value$0 (-$173.4K)

Filed 2024-08-13

American International Group, Inc.

CLOSED

Shares0 from 5,511

Change-5,511 (-100%)

Value$0 (-$149.7K)

Filed 2024-08-13

Qube Research & Technologies Ltd

CLOSED

Shares0 from 5,291

Change-5,291 (-100%)

Value$0 (-$143.7K)

Filed 2024-08-14

New York State Common Retirement Fund

CLOSED

Shares0 from 5,102

Change-5,102 (-100%)

Value$0 (-$138.6K)

Filed 2025-10-08

Hillsdale Investment Management Inc.

CLOSED

Shares0 from 4,600

Change-4,600 (-100%)

Value$0 (-$124.9K)

Filed 2024-08-13

SG Americas Securities, LLC

CLOSED

Shares0 from 3,922

Change-3,922 (-100%)

Value$0 (-$107)

Filed 2024-07-12

Deutsche Bank Ag\

CLOSED

Shares0 from 3,857

Change-3,857 (-100%)

Value$0 (-$104.8K)

Filed 2025-06-12

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 3,044

Change-3,044 (-100%)

Value$0 (-$82.7K)

Filed 2024-08-09

Longfellow Investment Management Co LLC

CLOSED

Shares0 from 2,580

Change-2,580 (-100%)

Value$0 (-$70.1K)

Filed 2024-08-07

California State Teachers Retirement System

CLOSED

Shares0 from 2,561

Change-2,561 (-100%)

Value$0 (-$69.6K)

Filed 2025-04-08

Citigroup Inc

CLOSED

Shares0 from 2,412

Change-2,412 (-100%)

Value$0 (-$65.5K)

Filed 2024-08-12

First United Bank & Trust

CLOSED

Shares0 from 2,286

Change-2,286 (-100%)

Value$0 (-$62.1K)

Filed 2024-08-12

HHM Wealth Advisors, LLC

CLOSED

Shares0 from 1,111

Change-1,111 (-100%)

Value$0 (-$30.2K)

Filed 2024-08-07

FMR LLC

CLOSED

Shares0 from 999

Change-999 (-100%)

Value$0 (-$27.1K)

Filed 2026-11-05

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 955

Change-955 (-100%)

Value$0 (-$25.9K)

Filed 2024-08-13

Legal & General Group Plc

CLOSED

Shares0 from 888

Change-888 (-100%)

Value$0 (-$24.0K)

Filed 2025-05-29

Canada Life Assurance Co

CLOSED

Shares0 from 779

Change-779 (-100%)

Value$0 (-$21)

Filed 2024-08-12

City Holding Co

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$16.3K)

Filed 2024-07-12

Metropolitan Life Insurance Co

CLOSED

Shares0 from 595

Change-595 (-100%)

Value$0 (-$16.2K)

Filed 2024-08-13

Amalgamated Bank

CLOSED

Shares0 from 396

Change-396 (-100%)

Value$0 (-$11)

Filed 2024-08-12

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 230

Change-230 (-100%)

Value$0 (-$6.2K)

Filed 2024-08-13

Proequities, Inc.

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$2.8K)

Filed 2024-07-23

Group One Trading LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$2.7K)

Filed 2024-08-14

Covestor Ltd

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$1)

Filed 2024-08-09

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$679)

Filed 2024-07-19

CWM, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2024-07-10

Avior Wealth Management, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$54)

Filed 2024-08-13

BlackRock Inc.

N/A

Shares— from 838,796

Change-838,796 (-100%)

Value—

Summit Financial Group Inc

N/A

Shares— from 219,386

Change-219,386 (-100%)

Value—

	Status
Pinnacle Financial Partners Inc	UNCHANGED	4,477	4,477	0	0%	$121.6K	$121.6K	$0	2024-08-06
Dimensional Fund Advisors LP	CLOSED	0	695,208	-695,208	-100%	$18.9M	$0	-$18.9M	2024-08-09
Vanguard Group Inc	CLOSED	0	577,165	-577,165	-100%	$15.7M	$0	-$15.7M	2024-08-13
Geode Capital Management, LLC	CLOSED	0	255,287	-255,287	-100%	$6.9M	$0	-$6.9M	2024-08-09
State Street Corp	CLOSED	0	237,524	-237,524	-100%	$6.5M	$0	-$6.5M	2024-08-14
Fourthstone LLC	CLOSED	0	214,537	-214,537	-100%	$5.8M	$0	-$5.8M	2024-08-14
Royce & Associates LP	CLOSED	0	171,193	-171,193	-100%	$4.6M	$0	-$4.6M	2024-08-13
Renaissance Technologies LLC	CLOSED	0	167,183	-167,183	-100%	$4.5K	$0	-$4.5K	2024-08-09
American Century Companies Inc	CLOSED	0	139,090	-139,090	-100%	$3.8M	$0	-$3.8M	2024-08-07
EJF Capital LP	CLOSED	0	122,235	-122,235	-100%	$3.3M	$0	-$3.3M	2024-08-14
Bridgeway Capital Management, LLC	CLOSED	0	121,423	-121,423	-100%	$3.3M	$0	-$3.3M	2024-08-14
Skandinaviska Enskilda Banken AB (publ)	CLOSED	0	113,373	-113,373	-100%	$3.1M	$0	-$3.1M	2024-08-13
Northern Trust Corp	CLOSED	0	113,032	-113,032	-100%	$3.1M	$0	-$3.1M	2024-08-14
Verdence Capital Advisors LLC	CLOSED	0	86,260	-86,260	-100%	$2.3M	$0	-$2.3M	2024-07-25
Pinnacle Holdings, LLC	CLOSED	0	86,002	-86,002	-100%	$2.3M	$0	-$2.3M	2024-08-13
CSS LLC	CLOSED	0	79,276	-79,276	-100%	$2.2M	$0	-$2.2M	2024-08-14
Boothbay Fund Management, LLC	CLOSED	0	75,152	-75,152	-100%	$2.0M	$0	-$2.0M	2024-08-14
Bank of New York Mellon Corp	CLOSED	0	68,901	-68,901	-100%	$1.9M	$0	-$1.9M	2024-07-25
AA Financial Advisors, LLC	CLOSED	0	61,801	-61,801	-100%	$1.7M	$0	-$1.7M	2024-07-16
Russell Investments Group, Ltd.	CLOSED	0	61,508	-61,508	-100%	$1.7M	$0	-$1.7M	2024-08-08
Omers Administration Corp	CLOSED	0	56,640	-56,640	-100%	$1.5M	$0	-$1.5M	2024-08-13
Empowered Funds, LLC	CLOSED	0	55,908	-55,908	-100%	$1.5M	$0	-$1.5M	2024-07-30
Axxcess Wealth Management, LLC	CLOSED	0	53,192	-53,192	-100%	$1.4M	$0	-$1.4M	2024-08-09
Fifth Third Bancorp	CLOSED	0	45,382	-45,382	-100%	$1.2M	$0	-$1.2M	2024-07-22
Invesco Ltd.	CLOSED	0	44,087	-44,087	-100%	$1.2M	$0	-$1.2M	2024-08-13
Yakira Capital Management, Inc.	CLOSED	0	36,193	-36,193	-100%	$983.0K	$0	-$983.0K	2024-08-13
LSV Asset Management	CLOSED	0	32,700	-32,700	-100%	$888	$0	-$888	2024-08-06
Morgan Stanley	CLOSED	0	32,252	-32,252	-100%	$876.0K	$0	-$876.0K	2025-05-14
Charles Schwab Investment Management Inc	CLOSED	0	31,878	-31,878	-100%	$865.8K	$0	-$865.8K	2025-02-14
Alliancebernstein L.P.	CLOSED	0	29,672	-29,672	-100%	$805.9K	$0	-$805.9K	2024-08-14
Nuveen Asset Management, LLC	CLOSED	0	26,785	-26,785	-100%	$727.5K	$0	-$727.5K	2024-08-09
Emerald Mutual Fund Advisers Trust	CLOSED	0	25,937	-25,937	-100%	$704.4K	$0	-$704.4K	2024-08-06
Barclays PLC	CLOSED	0	24,311	-24,311	-100%	$660.3K	$0	-$660.3K	2026-03-23
Philadelphia Trust Co	CLOSED	0	19,548	-19,548	-100%	$531	$0	-$531	2024-08-13
JPMorgan Chase & Co	CLOSED	0	19,060	-19,060	-100%	$517.7K	$0	-$517.7K	2024-12-26
Rhumbline Advisers	CLOSED	0	17,554	-17,554	-100%	$476.8K	$0	-$476.8K	2024-08-01
Raymond James Financial Services Advisors, Inc.	CLOSED	0	17,508	-17,508	-100%	$475.5K	$0	-$475.5K	2024-07-19
Goldman Sachs Group Inc	CLOSED	0	17,054	-17,054	-100%	$463.2K	$0	-$463.2K	2024-08-13
Quadrature Capital Ltd	CLOSED	0	15,738	-15,738	-100%	$427.4K	$0	-$427.4K	2024-08-14
LPL Financial LLC	CLOSED	0	15,616	-15,616	-100%	$424.1K	$0	-$424.1K	2024-08-07
Polar Asset Management Partners Inc.	CLOSED	0	15,143	-15,143	-100%	$411.3K	$0	-$411.3K	2024-08-14
Martingale Asset Management L P	CLOSED	0	13,998	-13,998	-100%	$380.2K	$0	-$380.2K	2024-08-12
HSBC Holdings PLC	CLOSED	0	13,586	-13,586	-100%	$369.0K	$0	-$369.0K	2024-08-12
Tctc Holdings, LLC	CLOSED	0	12,500	-12,500	-100%	$339.5K	$0	-$339.5K	2024-08-06
Raymond James & Associates	CLOSED	0	12,200	-12,200	-100%	$331.4K	$0	-$331.4K	2024-07-19
UBS Group AG	CLOSED	0	11,965	-11,965	-100%	$325.0K	$0	-$325.0K	2024-08-14
Folger Nolan Fleming Douglas Capital Management, Inc	CLOSED	0	10,883	-10,883	-100%	$296.0K	$0	-$296.0K	2024-07-09
Jentner Corp	CLOSED	0	10,812	-10,812	-100%	$293.6K	$0	-$293.6K	2024-08-14
Buckingham Asset Management, LLC	CLOSED	0	10,200	-10,200	-100%	$277.0K	$0	-$277.0K	2024-08-12
Burney Co/	CLOSED	0	9,550	-9,550	-100%	$259.4K	$0	-$259.4K	2024-07-29
Stifel Financial Corp	CLOSED	0	9,529	-9,529	-100%	$258.8K	$0	-$258.8K	2024-08-13
Baird Financial Group, Inc.	CLOSED	0	9,500	-9,500	-100%	$258.0K	$0	-$258.0K	2024-08-14
Wells Fargo & Company	CLOSED	0	8,909	-8,909	-100%	$242.0K	$0	-$242.0K	2024-08-13
NTV Asset Management LLC	CLOSED	0	8,325	-8,325	-100%	$226.1K	$0	-$226.1K	2024-07-31
Tiaa Trust, National Association	CLOSED	0	8,290	-8,290	-100%	$225.2K	$0	-$225.2K	2024-08-01
Henderson Group PLC	CLOSED	0	8,168	-8,168	-100%	$221.8K	$0	-$221.8K	2024-08-14
Lincoln National Corp	CLOSED	0	8,091	-8,091	-100%	$219.7K	$0	-$219.7K	2024-07-25
Royal Bank of Canada	CLOSED	0	7,151	-7,151	-100%	$195.0K	$0	-$195.0K	2024-11-06
Ceeto Capital Group, LLC	CLOSED	0	7,012	-7,012	-100%	$190	$0	-$190	2024-08-14
MetLife Investment Management, LLC	CLOSED	0	6,657	-6,657	-100%	$180.8K	$0	-$180.8K	2024-08-13
BNP Paribas Financial Markets	CLOSED	0	6,385	-6,385	-100%	$173.4K	$0	-$173.4K	2024-08-13
American International Group, Inc.	CLOSED	0	5,511	-5,511	-100%	$149.7K	$0	-$149.7K	2024-08-13
Qube Research & Technologies Ltd	CLOSED	0	5,291	-5,291	-100%	$143.7K	$0	-$143.7K	2024-08-14
New York State Common Retirement Fund	CLOSED	0	5,102	-5,102	-100%	$138.6K	$0	-$138.6K	2025-10-08
Hillsdale Investment Management Inc.	CLOSED	0	4,600	-4,600	-100%	$124.9K	$0	-$124.9K	2024-08-13
SG Americas Securities, LLC	CLOSED	0	3,922	-3,922	-100%	$107	$0	-$107	2024-07-12
Deutsche Bank Ag\	CLOSED	0	3,857	-3,857	-100%	$104.8K	$0	-$104.8K	2025-06-12
PNC Financial Services Group, Inc.	CLOSED	0	3,044	-3,044	-100%	$82.7K	$0	-$82.7K	2024-08-09
Longfellow Investment Management Co LLC	CLOSED	0	2,580	-2,580	-100%	$70.1K	$0	-$70.1K	2024-08-07
California State Teachers Retirement System	CLOSED	0	2,561	-2,561	-100%	$69.6K	$0	-$69.6K	2025-04-08
Citigroup Inc	CLOSED	0	2,412	-2,412	-100%	$65.5K	$0	-$65.5K	2024-08-12
First United Bank & Trust	CLOSED	0	2,286	-2,286	-100%	$62.1K	$0	-$62.1K	2024-08-12
HHM Wealth Advisors, LLC	CLOSED	0	1,111	-1,111	-100%	$30.2K	$0	-$30.2K	2024-08-07
FMR LLC	CLOSED	0	999	-999	-100%	$27.1K	$0	-$27.1K	2026-11-05
Ameritas Investment Partners, Inc.	CLOSED	0	955	-955	-100%	$25.9K	$0	-$25.9K	2024-08-13
Legal & General Group Plc	CLOSED	0	888	-888	-100%	$24.0K	$0	-$24.0K	2025-05-29
Canada Life Assurance Co	CLOSED	0	779	-779	-100%	$21	$0	-$21	2024-08-12
City Holding Co	CLOSED	0	600	-600	-100%	$16.3K	$0	-$16.3K	2024-07-12
Metropolitan Life Insurance Co	CLOSED	0	595	-595	-100%	$16.2K	$0	-$16.2K	2024-08-13
Amalgamated Bank	CLOSED	0	396	-396	-100%	$11	$0	-$11	2024-08-12
Tower Research Capital LLC (TRC)	CLOSED	0	230	-230	-100%	$6.2K	$0	-$6.2K	2024-08-13
Proequities, Inc.	CLOSED	0	101	-101	-100%	$2.8K	$0	-$2.8K	2024-07-23
Group One Trading LLC	CLOSED	0	100	-100	-100%	$2.7K	$0	-$2.7K	2024-08-14
Covestor Ltd	CLOSED	0	40	-40	-100%	$1	$0	-$1	2024-08-09
Nisa Investment Advisors, LLC	CLOSED	0	25	-25	-100%	$679	$0	-$679	2024-07-19
CWM, LLC	CLOSED	0	4	-4	-100%	$0	$0	$0	2024-07-10
Avior Wealth Management, LLC	CLOSED	0	2	-2	-100%	$54	$0	-$54	2024-08-13
BlackRock Inc.	N/A	—	838,796	-838,796	-100%	$22.8M	—	—	—
Summit Financial Group Inc	N/A	—	219,386	-219,386	-100%	$6.0M	—	—	—

Showing 89 of 89 institutions