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23Andme Holding Co

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NewView Capital Partners I, LLC
DECREASED
Shares972,785 from 19,455,681
Change-18,482,896 (-95%)
Value$3.2M (-$3.6M)
Filed 2025-01-14
IFP Advisors, Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$3.9K (+$3.6K)
Filed 2025-02-04
HBC Financial Services, Pllc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$0 ($0)
Filed 2025-01-16
Vanguard Group Inc
CLOSED
Shares0 from 15,569,830
Change-15,569,830 (-100%)
Value$0 (-$5.4M)
Filed 2025-02-11
Euclidean Capital LLC
CLOSED
Shares0 from 10,243,122
Change-10,243,122 (-100%)
Value$0 (-$3.6M)
Filed 2025-02-14
Sapphire Ventures, L.P.
CLOSED
Shares0 from 5,291,824
Change-5,291,824 (-100%)
Value$0 (-$1.8M)
Filed 2025-02-06
BlackRock, Inc.
CLOSED
Shares0 from 4,880,673
Change-4,880,673 (-100%)
Value$0 (-$1.7M)
Filed 2025-02-07
Geode Capital Management, LLC
CLOSED
Shares0 from 4,246,093
Change-4,246,093 (-100%)
Value$0 (-$1.5M)
Filed 2025-02-12
Renaissance Technologies LLC
CLOSED
Shares0 from 3,088,861
Change-3,088,861 (-100%)
Value$0 (-$1.1M)
Filed 2025-02-13
Millennium Management LLC
CLOSED
Shares0 from 2,746,383
Change-2,746,383 (-100%)
Value$0 (-$954.4K)
Filed 2025-02-14
GSA Capital Partners LLP
CLOSED
Shares0 from 2,316,179
Change-2,316,179 (-100%)
Value$0 (-$805)
Filed 2025-02-07
Wittenberg Investment Management, Inc.
CLOSED
Shares0 from 2,314,945
Change-2,314,945 (-100%)
Value$0 (-$804.4K)
Filed 2025-02-13
State Street Corp
CLOSED
Shares0 from 1,166,682
Change-1,166,682 (-100%)
Value$0 (-$405.4K)
Filed 2025-02-14
FMR LLC
CLOSED
Shares0 from 993,848
Change-993,848 (-100%)
Value$0 (-$345.4K)
Filed 2026-11-05
Invesco Ltd.
CLOSED
Shares0 from 849,158
Change-849,158 (-100%)
Value$0 (-$295.1K)
Filed 2025-02-13
Levin Capital Strategies, L.P.
CLOSED
Shares0 from 730,000
Change-730,000 (-100%)
Value$0 (-$253.7K)
Filed 2025-02-05
Jane Street Group, LLC
CLOSED
Shares0 from 726,017
Change-726,017 (-100%)
Value$0 (-$252.3K)
Filed 2025-02-14
Northern Trust Corp
CLOSED
Shares0 from 592,062
Change-592,062 (-100%)
Value$0 (-$205.7K)
Filed 2025-02-14
Two Sigma Investments, LP
CLOSED
Shares0 from 574,803
Change-574,803 (-100%)
Value$0 (-$199.7K)
Filed 2025-02-14
Citadel Advisors LLC
CLOSED
Shares0 from 473,971
Change-473,971 (-100%)
Value$0 (-$164.7K)
Filed 2025-02-14
Shay Capital LLC
CLOSED
Shares0 from 409,172
Change-409,172 (-100%)
Value$0 (-$142.2K)
Filed 2025-02-14
FreeGulliver LLC
CLOSED
Shares0 from 390,000
Change-390,000 (-100%)
Value$0 (-$135.5K)
Filed 2025-02-11
Group One Trading LLC
CLOSED
Shares0 from 377,188
Change-377,188 (-100%)
Value$0 (-$131.1K)
Filed 2025-05-14
Charles Schwab Investment Management Inc
CLOSED
Shares0 from 267,405
Change-267,405 (-100%)
Value$0 (-$92.9K)
Filed 2025-02-06
Alta Fundamental Advisers LLC
CLOSED
Shares0 from 266,420
Change-266,420 (-100%)
Value$0 (-$92.6K)
Filed 2025-02-14
Point72 Asia (Singapore) Pte. Ltd.
CLOSED
Shares0 from 259,027
Change-259,027 (-100%)
Value$0 (-$90.0K)
Filed 2025-02-14
IEQ Capital, LLC
CLOSED
Shares0 from 227,547
Change-227,547 (-100%)
Value$0 (-$79.1K)
Filed 2025-02-03
Susquehanna International Group, LLP
CLOSED
Shares0 from 202,316
Change-202,316 (-100%)
Value$0 (-$70.3K)
Filed 2025-02-14
Dimensional Fund Advisors LP
CLOSED
Shares0 from 174,105
Change-174,105 (-100%)
Value$0 (-$60.5K)
Filed 2025-02-13
Cresset Asset Management, LLC
CLOSED
Shares0 from 173,529
Change-173,529 (-100%)
Value$0 (-$60.3K)
Filed 2025-02-14
Graham Capital Management, L.P.
CLOSED
Shares0 from 157,273
Change-157,273 (-100%)
Value$0 (-$54.7K)
Filed 2025-02-14
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 137,622
Change-137,622 (-100%)
Value$0 (-$47.8K)
Filed 2025-01-13
Palogic Value Management, L.P.
CLOSED
Shares0 from 120,000
Change-120,000 (-100%)
Value$0 (-$41.7K)
Filed 2025-03-12
Ameriprise Financial Inc
CLOSED
Shares0 from 114,825
Change-114,825 (-100%)
Value$0 (-$39.9K)
Filed 2025-02-14
Morgan Stanley
CLOSED
Shares0 from 107,415
Change-107,415 (-100%)
Value$0 (-$37.3K)
Filed 2025-05-15
Goldman Sachs Group Inc
CLOSED
Shares0 from 91,769
Change-91,769 (-100%)
Value$0 (-$31.9K)
Filed 2025-02-11
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 70,211
Change-70,211 (-100%)
Value$0 (-$24.4K)
Filed 2025-02-13
China Universal Asset Management Co., Ltd.
CLOSED
Shares0 from 65,297
Change-65,297 (-100%)
Value$0 (-$22.7K)
Filed 2025-01-24
Qube Research & Technologies Ltd
CLOSED
Shares0 from 60,511
Change-60,511 (-100%)
Value$0 (-$21.0K)
Filed 2025-02-14
Marex Group Ltd
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$17.4K)
Filed 2026-04-02
Simplex Trading, LLC
CLOSED
Shares0 from 41,454
Change-41,454 (-100%)
Value$0 (-$14)
Filed 2025-02-11
JPMorgan Chase & Co
CLOSED
Shares0 from 40,988
Change-40,988 (-100%)
Value$0 (-$14.2K)
Filed 2025-02-12
Victory Capital Management Inc
CLOSED
Shares0 from 38,579
Change-38,579 (-100%)
Value$0 (-$13.4K)
Filed 2025-02-06
LPL Financial LLC
CLOSED
Shares0 from 37,852
Change-37,852 (-100%)
Value$0 (-$13.2K)
Filed 2025-02-11
Vanguard Personalized Indexing Management, LLC
CLOSED
Shares0 from 36,961
Change-36,961 (-100%)
Value$0 (-$12.8K)
Filed 2025-02-10
Mariner, LLC
CLOSED
Shares0 from 36,323
Change-36,323 (-100%)
Value$0 (-$12.6K)
Filed 2025-02-13
Stifel Financial Corp
CLOSED
Shares0 from 35,555
Change-35,555 (-100%)
Value$0 (-$12.4K)
Filed 2025-02-13
Creative Planning
CLOSED
Shares0 from 34,771
Change-34,771 (-100%)
Value$0 (-$12.1K)
Filed 2025-02-14
Millington Financial Advisors, LLC
CLOSED
Shares0 from 34,277
Change-34,277 (-100%)
Value$0 (-$11.9K)
Filed 2025-02-04
UBS Group AG
CLOSED
Shares0 from 33,490
Change-33,490 (-100%)
Value$0 (-$11.6K)
Filed 2025-02-14
Indie Asset Partners, LLC
CLOSED
Shares0 from 33,050
Change-33,050 (-100%)
Value$0 (-$11.5K)
Filed 2025-02-03
Bank of New York Mellon Corp
CLOSED
Shares0 from 31,112
Change-31,112 (-100%)
Value$0 (-$10.8K)
Filed 2025-02-04
PFG Investments, LLC
CLOSED
Shares0 from 29,637
Change-29,637 (-100%)
Value$0 (-$10.3K)
Filed 2025-01-22
Osaic Holdings, Inc.
CLOSED
Shares0 from 27,079
Change-27,079 (-100%)
Value$0 (-$9.5K)
Filed 2025-06-06
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 24,926
Change-24,926 (-100%)
Value$0 (-$9)
Filed 2025-02-10
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 24,269
Change-24,269 (-100%)
Value$0 (-$8.4K)
Filed 2025-02-06
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 22,125
Change-22,125 (-100%)
Value$0 (-$7.7K)
Filed 2025-02-25
Cubist Systematic Strategies, LLC
CLOSED
Shares0 from 21,799
Change-21,799 (-100%)
Value$0 (-$7.6K)
Filed 2025-02-14
HBK Sorce Advisory LLC
CLOSED
Shares0 from 21,215
Change-21,215 (-100%)
Value$0 (-$7.4K)
Filed 2025-02-10
Bank of Montreal
CLOSED
Shares0 from 20,507
Change-20,507 (-100%)
Value$0 (-$6.0K)
Filed 2025-02-13
Composition Wealth, LLC
CLOSED
Shares0 from 20,242
Change-20,242 (-100%)
Value$0 (-$7.0K)
Filed 2025-01-13
ProShare Advisors LLC
CLOSED
Shares0 from 20,062
Change-20,062 (-100%)
Value$0 (-$7.0K)
Filed 2025-02-14
IPG Investment Advisors LLC
CLOSED
Shares0 from 18,447
Change-18,447 (-100%)
Value$0 (-$6.4K)
Filed 2025-02-12
DLK Investment Management, LLC
CLOSED
Shares0 from 18,345
Change-18,345 (-100%)
Value$0 (-$6.4K)
Filed 2025-01-16
Wells Fargo & Company
CLOSED
Shares0 from 18,184
Change-18,184 (-100%)
Value$0 (-$6.3K)
Filed 2025-02-13
Johnson Investment Counsel Inc
CLOSED
Shares0 from 17,285
Change-17,285 (-100%)
Value$0 (-$6.0K)
Filed 2025-02-07
BlueSky Wealth Advisors, LLC
CLOSED
Shares0 from 16,724
Change-16,724 (-100%)
Value$0 (-$5.8K)
Filed 2025-01-16
GTS Securities LLC
CLOSED
Shares0 from 15,740
Change-15,740 (-100%)
Value$0 (-$5.5K)
Filed 2025-02-18
Moss Adams Wealth Advisors LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$5.2K)
Filed 2025-01-15
Walleye Trading LLC
CLOSED
Shares0 from 14,310
Change-14,310 (-100%)
Value$0 (-$5.0K)
Filed 2025-02-13
Root Financial Partners, LLC
CLOSED
Shares0 from 13,378
Change-13,378 (-100%)
Value$0 (-$4.6K)
Filed 2025-01-30
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 13,290
Change-13,290 (-100%)
Value$0 (-$4.6K)
Filed 2025-01-21
Citizens Financial Group Inc
CLOSED
Shares0 from 12,906
Change-12,906 (-100%)
Value$0 (-$4.5K)
Filed 2025-02-07
Clarity Wealth Advisors, LLC
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$4.3K)
Filed 2025-01-28
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 12,348
Change-12,348 (-100%)
Value$0 (-$4.3K)
Filed 2025-03-17
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 12,279
Change-12,279 (-100%)
Value$0 (-$3.6K)
Filed 2025-01-27
National Bank of Canada
CLOSED
Shares0 from 11,220
Change-11,220 (-100%)
Value$0 (-$3.9K)
Filed 2025-02-12
Atlantic Trust Group, LLC
CLOSED
Shares0 from 10,416
Change-10,416 (-100%)
Value$0 (-$3.6K)
Filed 2025-02-12
AE Wealth Management LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$3.5K)
Filed 2025-02-13
Epiq Partners, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$3.5K)
Filed 2025-01-22
Citigroup Inc
CLOSED
Shares0 from 7,128
Change-7,128 (-100%)
Value$0 (-$2.5K)
Filed 2025-02-12
Sandy Spring Bank
CLOSED
Shares0 from 4,678
Change-4,678 (-100%)
Value$0 (-$1.6K)
Filed 2025-02-11
Edmond de Rothschild Holding S.A.
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$1.2K)
Filed 2025-02-12
Allworth Financial LP
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$695)
Filed 2025-01-30
Arax Advisory Partners
CLOSED
Shares0 from 1,866
Change-1,866 (-100%)
Value$0 (-$649)
Filed 2025-02-05
Barclays PLC
CLOSED
Shares0 from 1,866
Change-1,866 (-100%)
Value$0 (-$649)
Filed 2026-03-19
CarsonAllaria Wealth Management, Ltd.
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$626)
Filed 2025-01-27
Royal Bank of Canada
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$1.0K)
Filed 2025-02-14
NewEdge Advisors, LLC
CLOSED
Shares0 from 1,319
Change-1,319 (-100%)
Value$0 (-$458)
Filed 2025-02-13
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 1,113
Change-1,113 (-100%)
Value$0 (-$387)
Filed 2025-02-11
Householder Group Estate & Retirement Specialist, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 ($0)
Filed 2025-01-15
Daiwa Securities Group Inc.
CLOSED
Shares0 from 956
Change-956 (-100%)
Value$0 ($0)
Filed 2025-02-07
Avion Wealth
CLOSED
Shares0 from 810
Change-810 (-100%)
Value$0 ($0)
Filed 2025-01-29
Abound Wealth Management
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$237)
Filed 2025-01-13
Eagle Bay Advisors LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$195)
Filed 2025-01-13
Berthel, Fisher & Company Financial Services, Inc.
CLOSED
Shares0 from 525
Change-525 (-100%)
Value$0 (-$182)
Filed 2026-10-30
Federation des caisses Desjardins du Quebec
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$174)
Filed 2025-02-14
Towne Trust Company, N.a
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$174)
Filed 2025-02-11
Center for Financial Planning, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$35)
Filed 2025-01-30
Beacon Capital Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$35)
Filed 2025-01-30
CoreCap Advisors, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$10)
Filed 2025-02-14
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-02-13
Steel Partners Holdings L.P.
N/A
Shares— from 2,095,493
Change-2,095,493 (-100%)
Value—
Raymond James & Associates
N/A
Shares— from 75,614
Change-75,614 (-100%)
Value—
Raymond James Financial Services Advisors, Inc.
N/A
Shares— from 57,961
Change-57,961 (-100%)
Value—
FinTrust Capital Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
NewView Capital Partners I, LLC
DECREASED972,78519,455,681-18,482,896-95%$6.8M$3.2M-$3.6M2025-01-14
IFP Advisors, Inc
UNCHANGED80080000%$278$3.9K+$3.6K2025-02-04
HBC Financial Services, Pllc
UNCHANGED505000%$0$0$02025-01-16
Vanguard Group Inc
CLOSED015,569,830-15,569,830-100%$5.4M$0-$5.4M2025-02-11
Euclidean Capital LLC
CLOSED010,243,122-10,243,122-100%$3.6M$0-$3.6M2025-02-14
Sapphire Ventures, L.P.
CLOSED05,291,824-5,291,824-100%$1.8M$0-$1.8M2025-02-06
BlackRock, Inc.
CLOSED04,880,673-4,880,673-100%$1.7M$0-$1.7M2025-02-07
Geode Capital Management, LLC
CLOSED04,246,093-4,246,093-100%$1.5M$0-$1.5M2025-02-12
Renaissance Technologies LLC
CLOSED03,088,861-3,088,861-100%$1.1M$0-$1.1M2025-02-13
Millennium Management LLC
CLOSED02,746,383-2,746,383-100%$954.4K$0-$954.4K2025-02-14
GSA Capital Partners LLP
CLOSED02,316,179-2,316,179-100%$805$0-$8052025-02-07
Wittenberg Investment Management, Inc.
CLOSED02,314,945-2,314,945-100%$804.4K$0-$804.4K2025-02-13
State Street Corp
CLOSED01,166,682-1,166,682-100%$405.4K$0-$405.4K2025-02-14
FMR LLC
CLOSED0993,848-993,848-100%$345.4K$0-$345.4K2026-11-05
Invesco Ltd.
CLOSED0849,158-849,158-100%$295.1K$0-$295.1K2025-02-13
Levin Capital Strategies, L.P.
CLOSED0730,000-730,000-100%$253.7K$0-$253.7K2025-02-05
Jane Street Group, LLC
CLOSED0726,017-726,017-100%$252.3K$0-$252.3K2025-02-14
Northern Trust Corp
CLOSED0592,062-592,062-100%$205.7K$0-$205.7K2025-02-14
Two Sigma Investments, LP
CLOSED0574,803-574,803-100%$199.7K$0-$199.7K2025-02-14
Citadel Advisors LLC
CLOSED0473,971-473,971-100%$164.7K$0-$164.7K2025-02-14
Shay Capital LLC
CLOSED0409,172-409,172-100%$142.2K$0-$142.2K2025-02-14
FreeGulliver LLC
CLOSED0390,000-390,000-100%$135.5K$0-$135.5K2025-02-11
Group One Trading LLC
CLOSED0377,188-377,188-100%$131.1K$0-$131.1K2025-05-14
Charles Schwab Investment Management Inc
CLOSED0267,405-267,405-100%$92.9K$0-$92.9K2025-02-06
Alta Fundamental Advisers LLC
CLOSED0266,420-266,420-100%$92.6K$0-$92.6K2025-02-14
Point72 Asia (Singapore) Pte. Ltd.
CLOSED0259,027-259,027-100%$90.0K$0-$90.0K2025-02-14
IEQ Capital, LLC
CLOSED0227,547-227,547-100%$79.1K$0-$79.1K2025-02-03
Susquehanna International Group, LLP
CLOSED0202,316-202,316-100%$70.3K$0-$70.3K2025-02-14
Dimensional Fund Advisors LP
CLOSED0174,105-174,105-100%$60.5K$0-$60.5K2025-02-13
Cresset Asset Management, LLC
CLOSED0173,529-173,529-100%$60.3K$0-$60.3K2025-02-14
Graham Capital Management, L.P.
CLOSED0157,273-157,273-100%$54.7K$0-$54.7K2025-02-14
Boyce & Associates Wealth Consulting, Inc.
CLOSED0137,622-137,622-100%$47.8K$0-$47.8K2025-01-13
Palogic Value Management, L.P.
CLOSED0120,000-120,000-100%$41.7K$0-$41.7K2025-03-12
Ameriprise Financial Inc
CLOSED0114,825-114,825-100%$39.9K$0-$39.9K2025-02-14
Morgan Stanley
CLOSED0107,415-107,415-100%$37.3K$0-$37.3K2025-05-15
Goldman Sachs Group Inc
CLOSED091,769-91,769-100%$31.9K$0-$31.9K2025-02-11
Tower Research Capital LLC (TRC)
CLOSED070,211-70,211-100%$24.4K$0-$24.4K2025-02-13
China Universal Asset Management Co., Ltd.
CLOSED065,297-65,297-100%$22.7K$0-$22.7K2025-01-24
Qube Research & Technologies Ltd
CLOSED060,511-60,511-100%$21.0K$0-$21.0K2025-02-14
Marex Group Ltd
CLOSED050,000-50,000-100%$17.4K$0-$17.4K2026-04-02
Simplex Trading, LLC
CLOSED041,454-41,454-100%$14$0-$142025-02-11
JPMorgan Chase & Co
CLOSED040,988-40,988-100%$14.2K$0-$14.2K2025-02-12
Victory Capital Management Inc
CLOSED038,579-38,579-100%$13.4K$0-$13.4K2025-02-06
LPL Financial LLC
CLOSED037,852-37,852-100%$13.2K$0-$13.2K2025-02-11
Vanguard Personalized Indexing Management, LLC
CLOSED036,961-36,961-100%$12.8K$0-$12.8K2025-02-10
Mariner, LLC
CLOSED036,323-36,323-100%$12.6K$0-$12.6K2025-02-13
Stifel Financial Corp
CLOSED035,555-35,555-100%$12.4K$0-$12.4K2025-02-13
Creative Planning
CLOSED034,771-34,771-100%$12.1K$0-$12.1K2025-02-14
Millington Financial Advisors, LLC
CLOSED034,277-34,277-100%$11.9K$0-$11.9K2025-02-04
UBS Group AG
CLOSED033,490-33,490-100%$11.6K$0-$11.6K2025-02-14
Indie Asset Partners, LLC
CLOSED033,050-33,050-100%$11.5K$0-$11.5K2025-02-03
Bank of New York Mellon Corp
CLOSED031,112-31,112-100%$10.8K$0-$10.8K2025-02-04
PFG Investments, LLC
CLOSED029,637-29,637-100%$10.3K$0-$10.3K2025-01-22
Osaic Holdings, Inc.
CLOSED027,079-27,079-100%$9.5K$0-$9.5K2025-06-06
Commonwealth Equity Services, LLC
CLOSED024,926-24,926-100%$9$0-$92025-02-10
Steward Partners Investment Advisory, LLC
CLOSED024,269-24,269-100%$8.4K$0-$8.4K2025-02-06
B. Riley Wealth Advisors, Inc.
CLOSED022,125-22,125-100%$7.7K$0-$7.7K2025-02-25
Cubist Systematic Strategies, LLC
CLOSED021,799-21,799-100%$7.6K$0-$7.6K2025-02-14
HBK Sorce Advisory LLC
CLOSED021,215-21,215-100%$7.4K$0-$7.4K2025-02-10
Bank of Montreal
CLOSED020,507-20,507-100%$6.0K$0-$6.0K2025-02-13
Composition Wealth, LLC
CLOSED020,242-20,242-100%$7.0K$0-$7.0K2025-01-13
ProShare Advisors LLC
CLOSED020,062-20,062-100%$7.0K$0-$7.0K2025-02-14
IPG Investment Advisors LLC
CLOSED018,447-18,447-100%$6.4K$0-$6.4K2025-02-12
DLK Investment Management, LLC
CLOSED018,345-18,345-100%$6.4K$0-$6.4K2025-01-16
Wells Fargo & Company
CLOSED018,184-18,184-100%$6.3K$0-$6.3K2025-02-13
Johnson Investment Counsel Inc
CLOSED017,285-17,285-100%$6.0K$0-$6.0K2025-02-07
BlueSky Wealth Advisors, LLC
CLOSED016,724-16,724-100%$5.8K$0-$5.8K2025-01-16
GTS Securities LLC
CLOSED015,740-15,740-100%$5.5K$0-$5.5K2025-02-18
Moss Adams Wealth Advisors LLC
CLOSED015,000-15,000-100%$5.2K$0-$5.2K2025-01-15
Walleye Trading LLC
CLOSED014,310-14,310-100%$5.0K$0-$5.0K2025-02-13
Root Financial Partners, LLC
CLOSED013,378-13,378-100%$4.6K$0-$4.6K2025-01-30
Cornerstone Wealth Management, LLC
CLOSED013,290-13,290-100%$4.6K$0-$4.6K2025-01-21
Citizens Financial Group Inc
CLOSED012,906-12,906-100%$4.5K$0-$4.5K2025-02-07
Clarity Wealth Advisors, LLC
CLOSED012,500-12,500-100%$4.3K$0-$4.3K2025-01-28
Wealth Enhancement Advisory Services, LLC
CLOSED012,348-12,348-100%$4.3K$0-$4.3K2025-03-17
Mirae Asset Global Investments Co., Ltd.
CLOSED012,279-12,279-100%$3.6K$0-$3.6K2025-01-27
National Bank of Canada
CLOSED011,220-11,220-100%$3.9K$0-$3.9K2025-02-12
Atlantic Trust Group, LLC
CLOSED010,416-10,416-100%$3.6K$0-$3.6K2025-02-12
AE Wealth Management LLC
CLOSED010,000-10,000-100%$3.5K$0-$3.5K2025-02-13
Epiq Partners, LLC
CLOSED010,000-10,000-100%$3.5K$0-$3.5K2025-01-22
Citigroup Inc
CLOSED07,128-7,128-100%$2.5K$0-$2.5K2025-02-12
Sandy Spring Bank
CLOSED04,678-4,678-100%$1.6K$0-$1.6K2025-02-11
Edmond de Rothschild Holding S.A.
CLOSED03,500-3,500-100%$1.2K$0-$1.2K2025-02-12
Allworth Financial LP
CLOSED02,000-2,000-100%$695$0-$6952025-01-30
Arax Advisory Partners
CLOSED01,866-1,866-100%$649$0-$6492025-02-05
Barclays PLC
CLOSED01,866-1,866-100%$649$0-$6492026-03-19
CarsonAllaria Wealth Management, Ltd.
CLOSED01,800-1,800-100%$626$0-$6262025-01-27
Royal Bank of Canada
CLOSED01,450-1,450-100%$1.0K$0-$1.0K2025-02-14
NewEdge Advisors, LLC
CLOSED01,319-1,319-100%$458$0-$4582025-02-13
Northwestern Mutual Wealth Management Co
CLOSED01,113-1,113-100%$387$0-$3872025-02-11
Householder Group Estate & Retirement Specialist, LLC
CLOSED01,000-1,000-100%$0$0$02025-01-15
Daiwa Securities Group Inc.
CLOSED0956-956-100%$0$0$02025-02-07
Avion Wealth
CLOSED0810-810-100%$0$0$02025-01-29
Abound Wealth Management
CLOSED0680-680-100%$237$0-$2372025-01-13
Eagle Bay Advisors LLC
CLOSED0562-562-100%$195$0-$1952025-01-13
Berthel, Fisher & Company Financial Services, Inc.
CLOSED0525-525-100%$182$0-$1822026-10-30
Federation des caisses Desjardins du Quebec
CLOSED0500-500-100%$174$0-$1742025-02-14
Towne Trust Company, N.a
CLOSED0500-500-100%$174$0-$1742025-02-11
Center for Financial Planning, Inc.
CLOSED0100-100-100%$35$0-$352025-01-30
Beacon Capital Management, LLC
CLOSED0100-100-100%$35$0-$352025-01-30
CoreCap Advisors, LLC
CLOSED030-30-100%$10$0-$102025-02-14
Proequities, Inc.
CLOSED000—$0$0$02025-02-13
Steel Partners Holdings L.P.
N/A—2,095,493-2,095,493-100%$728.2K———
Raymond James & Associates
N/A—75,614-75,614-100%$26.3K———
Raymond James Financial Services Advisors, Inc.
N/A—57,961-57,961-100%$20.1K———
FinTrust Capital Advisors, LLC
N/A—100-100-100%$35———
Showing 106 of 106 institutions