IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Virtus Equity & Convertible (XNIEX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares384,038 from 343,482
Change+40,556 (+12%)
Value$9.6M (+$375.0K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares286,430 from 277,185
Change+9,245 (+3%)
Value$7.3M (-$159.5K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares138,579 from 128,831
Change+9,748 (+8%)
Value$3.5M (+$4.1K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares107,242 from 103,773
Change+3,469 (+3%)
Value$2.7M (-$106.3K)
Filed 2026-10-28
OxenFree Capital LLC
INCREASED
Shares73,878 from 72,798
Change+1,080 (+1%)
Value$1.9M (-$44.8K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares71,470 from 73,246
Change-1,776 (-2%)
Value$1.8K (-$2.0M)
Filed 2026-11-02
Calamos Advisors LLC
INCREASED
Shares54,728 from 51,308
Change+3,420 (+7%)
Value$1.4M (-$9.9K)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares54,112 from 54,923
Change-811 (-1%)
Value$1.4M (-$122.4K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares49,670 from 46,211
Change+3,459 (+7%)
Value$1.2M (+$540)
Filed 2026-11-02
Todd Wealth Management, LLC
DECREASED
Shares48,066 from 48,104
Change-38 (0%)
Value$1.2M (-$90.4K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares44,238 from 33,200
Change+11,038 (+33%)
Value$1.1M (+$174.4K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares41,243 from 40,465
Change+778 (+2%)
Value$1.0M (-$55.8K)
Filed 2026-11-02
Thrivent Financial for Lutherans
UNCHANGED
Shares39,850 from 39,850
Change0 (0%)
Value$996 (-$1.1M)
Filed 2026-11-05
Stolper Co
DECREASED
Shares33,619 from 34,455
Change-836 (-2%)
Value$840 (-$85)
Filed 2026-10-13
PMG Family Office LLC
INCREASED
Shares32,989 from 32,392
Change+597 (+2%)
Value$824.7K (-$45.3K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
DECREASED
Shares29,745 from 30,307
Change-562 (-2%)
Value$743.6K (-$70.4K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED
Shares29,484 from 21,548
Change+7,936 (+37%)
Value$737.1K (+$158.3K)
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares28,150 from 28,150
Change0 (0%)
Value$756.1K ($0)
Filed 2026-11-06
David J Yvars Group
INCREASED
Shares26,071 from 25,699
Change+372 (+1%)
Value$651.8K (-$38.5K)
Filed 2026-10-09
Level Four Advisory Services, LLC
DECREASED
Shares25,567 from 25,600
Change-33 (0%)
Value$639.2K (-$48.5K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares25,402 from 25,546
Change-144 (-1%)
Value$635 (-$685.4K)
Filed 2026-10-22
Miller Financial Services LLC
INCREASED
Shares25,200 from 23,200
Change+2,000 (+9%)
Value$630.0K (+$6.8K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares24,427 from 24,274
Change+153 (+1%)
Value$610.7K (-$41.3K)
Filed 2026-10-16
Centurion Wealth Management LLC
UNCHANGED
Shares21,509 from 21,509
Change0 (0%)
Value$537.7K (-$40.0K)
Filed 2026-10-13
Truist Financial Corp
UNCHANGED
Shares19,579 from 19,579
Change0 (0%)
Value$489.5K (-$36.4K)
Filed 2026-10-30
Brick & Kyle, Associates
DECREASED
Shares16,152 from 16,240
Change-88 (-1%)
Value$403.8K (+$24.4K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
INCREASED
Shares13,809 from 13,778
Change+31 (+0%)
Value$345.2K (-$24.8K)
Filed 2026-11-06
SMH Capital Advisors Inc
INCREASED
Shares12,564 from 10,998
Change+1,566 (+14%)
Value$314.1K (+$18.7K)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares10,728 from 11,610
Change-882 (-8%)
Value$267.1K (-$43.6K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$250.0K (-$18.6K)
Filed 2026-11-05
Huntleigh Advisors, Inc.
INCREASED
Shares9,677 from 9,595
Change+82 (+1%)
Value$241.9K (-$15.8K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares9,039 from 8,094
Change+945 (+12%)
Value$226.0K (+$8.6K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares9,000 from 8,915
Change+85 (+1%)
Value$225.0K (-$14.5K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares8,777 from 9,311
Change-534 (-6%)
Value$219.4K (-$30.7K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
NEW
Shares8,707
Change+8,707
Value$217.7K
Filed 2026-11-05
Daymark Wealth Partners, LLC
UNCHANGED
Shares8,661 from 8,661
Change0 (0%)
Value$216.5K (-$16.1K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares8,190 from 8,163
Change+27 (+0%)
Value$204.7K (-$14.5K)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares4,248 from 4,248
Change0 (0%)
Value$106.2K (-$7.9K)
Filed 2026-10-15
US Bancorp \de\
UNCHANGED
Shares4,135 from 4,135
Change0 (0%)
Value$103.4K (-$7.7K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,004 from 3,004
Change0 (0%)
Value$75.1K (-$5.6K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
NEW
Shares1,339
Change+1,339
Value$33.5K
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$32.5K (-$2.4K)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$32.5K (-$2.4K)
Filed 2026-10-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$29.3K (-$2.2K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
NEW
Shares930
Change+930
Value$23.3K
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$10.9K (-$809)
Filed 2026-10-13
James T. Borello RIA
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$10.2K (-$755)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$8.8K (-$651)
Filed 2026-11-02
Strengthening Families & Communities, LLC
INCREASED
Shares199 from 195
Change+4 (+2%)
Value$5.0K (-$250)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$3.8K (-$279)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares93
Change+93
Value$2.3K
Filed 2026-10-30
Russell Investments Group, Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$143 (-$11)
Filed 2026-11-06
Wolverine Asset Management LLC
CLOSED
Shares0 from 66,997
Change-66,997 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-02
Shaker Financial Services, LLC
CLOSED
Shares0 from 13,421
Change-13,421 (-100%)
Value$0 (-$360.5K)
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
CLOSED
Shares0 from 7,867
Change-7,867 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-09
Wells Fargo & Company
N/A
Shares— from 970,804
Change-970,804 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 663,531
Change-663,531 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 560,208
Change-560,208 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 546,758
Change-546,758 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 508,646
Change-508,646 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 487,072
Change-487,072 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 475,853
Change-475,853 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 226,836
Change-226,836 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 138,527
Change-138,527 (-100%)
Value—
UBS Group AG
N/A
Shares— from 129,761
Change-129,761 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 121,832
Change-121,832 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 114,410
Change-114,410 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 93,578
Change-93,578 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 74,881
Change-74,881 (-100%)
Value—
&partners
N/A
Shares— from 65,891
Change-65,891 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 53,373
Change-53,373 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 53,210
Change-53,210 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 47,812
Change-47,812 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 44,331
Change-44,331 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 43,459
Change-43,459 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 43,100
Change-43,100 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 35,705
Change-35,705 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,004
Change-31,004 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,312
Change-29,312 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 28,991
Change-28,991 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 17,594
Change-17,594 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,305
Change-17,305 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,118
Change-15,118 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,452
Change-14,452 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,381
Change-14,381 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,339
Change-14,339 (-100%)
Value—
CSS LLC
N/A
Shares— from 14,068
Change-14,068 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,878
Change-13,878 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,596
Change-12,596 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,133
Change-10,133 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,362
Change-9,362 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,594
Change-8,594 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,820
Change-7,820 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,554
Change-7,554 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 700
Change-700 (-100%)
Value—
FMR LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Status
LPL Financial LLC
INCREASED384,038343,482+40,556+12%$9.2M$9.6M+$375.0K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED286,430277,185+9,245+3%$7.4M$7.3M-$159.5K2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED138,579128,831+9,748+8%$3.5M$3.5M+$4.1K2026-11-04
D.A. Davidson & Co.
INCREASED107,242103,773+3,469+3%$2.8M$2.7M-$106.3K2026-10-28
OxenFree Capital LLC
INCREASED73,87872,798+1,080+1%$1.9M$1.9M-$44.8K2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED71,47073,246-1,776-2%$2.0M$1.8K-$2.0M2026-11-02
Calamos Advisors LLC
INCREASED54,72851,308+3,420+7%$1.4M$1.4M-$9.9K2026-11-02
Capital Investment Advisors, LLC
DECREASED54,11254,923-811-1%$1.5M$1.4M-$122.4K2026-10-22
Commonwealth Equity Services, LLC
INCREASED49,67046,211+3,459+7%$1.2M$1.2M+$5402026-11-02
Todd Wealth Management, LLC
DECREASED48,06648,104-380%$1.3M$1.2M-$90.4K2026-10-19
Prospera Financial Services Inc
INCREASED44,23833,200+11,038+33%$891.7K$1.1M+$174.4K2026-11-04
Kestra Advisory Services, LLC
INCREASED41,24340,465+778+2%$1.1M$1.0M-$55.8K2026-11-02
Thrivent Financial for Lutherans
UNCHANGED39,85039,85000%$1.1M$996-$1.1M2026-11-05
Stolper Co
DECREASED33,61934,455-836-2%$925$840-$852026-10-13
PMG Family Office LLC
INCREASED32,98932,392+597+2%$870.0K$824.7K-$45.3K2026-10-19
Cornerstone Wealth Management, LLC
DECREASED29,74530,307-562-2%$814.0K$743.6K-$70.4K2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED29,48421,548+7,936+37%$578.8K$737.1K+$158.3K2026-10-29
Allworth Financial LP
UNCHANGED28,15028,15000%$756.1K$756.1K$02026-11-06
David J Yvars Group
INCREASED26,07125,699+372+1%$690.3K$651.8K-$38.5K2026-10-09
Level Four Advisory Services, LLC
DECREASED25,56725,600-330%$687.7K$639.2K-$48.5K2026-11-06
Wedbush Securities Inc
DECREASED25,40225,546-144-1%$686.0K$635-$685.4K2026-10-22
Miller Financial Services LLC
INCREASED25,20023,200+2,000+9%$623.2K$630.0K+$6.8K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED24,42724,274+153+1%$652.0K$610.7K-$41.3K2026-10-16
Centurion Wealth Management LLC
UNCHANGED21,50921,50900%$577.7K$537.7K-$40.0K2026-10-13
Truist Financial Corp
UNCHANGED19,57919,57900%$525.9K$489.5K-$36.4K2026-10-30
Brick & Kyle, Associates
DECREASED16,15216,240-88-1%$379.4K$403.8K+$24.4K2026-11-05
Institute for Wealth Management, Llc.
INCREASED13,80913,778+31+0%$370.1K$345.2K-$24.8K2026-11-06
SMH Capital Advisors Inc
INCREASED12,56410,998+1,566+14%$295.4K$314.1K+$18.7K2026-10-29
International Assets Investment Management, LLC
DECREASED10,72811,610-882-8%$310.7K$267.1K-$43.6K2026-11-02
Joel Isaacson & Co., LLC
UNCHANGED10,00010,00000%$268.6K$250.0K-$18.6K2026-11-05
Huntleigh Advisors, Inc.
INCREASED9,6779,595+82+1%$257.7K$241.9K-$15.8K2026-11-03
Fifth Third Bancorp
INCREASED9,0398,094+945+12%$217.4K$226.0K+$8.6K2026-11-05
Oppenheimer & Co Inc
INCREASED9,0008,915+85+1%$239.5K$225.0K-$14.5K2026-10-26
Davenport & Co LLC
DECREASED8,7779,311-534-6%$250.1K$219.4K-$30.7K2026-10-14
J.W. Cole Advisors, Inc.
NEW8,707—+8,707——$217.7K—2026-11-05
Daymark Wealth Partners, LLC
UNCHANGED8,6618,66100%$232.6K$216.5K-$16.1K2026-11-04
Silverlake Wealth Management LLC
INCREASED8,1908,163+27+0%$219.3K$204.7K-$14.5K2026-10-21
Wolff Wiese Magana LLC
UNCHANGED4,2484,24800%$114.1K$106.2K-$7.9K2026-10-15
US Bancorp \de\
UNCHANGED4,1354,13500%$111.1K$103.4K-$7.7K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED3,0043,00400%$80.7K$75.1K-$5.6K2026-11-06
EverSource Wealth Advisors, LLC
NEW1,339—+1,339——$33.5K—2026-11-04
CoreCap Advisors, LLC
UNCHANGED1,3001,30000%$34.9K$32.5K-$2.4K2026-10-08
Eastern Bank
UNCHANGED1,2981,29800%$34.9K$32.5K-$2.4K2026-10-05
Farther Finance Advisors, LLC
UNCHANGED1,1721,17200%$31.5K$29.3K-$2.2K2026-10-08
Cassaday & Co Wealth Management LLC
NEW930—+930——$23.3K—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED43543500%$11.7K$10.9K-$8092026-10-13
James T. Borello RIA
UNCHANGED40640600%$10.9K$10.2K-$7552026-10-16
Westside Investment Management, Inc.
UNCHANGED35035000%$9.4K$8.8K-$6512026-11-02
Strengthening Families & Communities, LLC
INCREASED199195+4+2%$5.2K$5.0K-$2502026-10-21
Highline Wealth Partners LLC
UNCHANGED15015000%$4.0K$3.8K-$2792026-10-19
Provenance Wealth Advisors, LLC
NEW93—+93——$2.3K—2026-10-30
Russell Investments Group, Ltd.
UNCHANGED6600%$154$143-$112026-11-06
Wolverine Asset Management LLC
CLOSED066,997-66,997-100%$1.8M$0-$1.8M2026-11-02
Shaker Financial Services, LLC
CLOSED013,421-13,421-100%$360.5K$0-$360.5K2026-10-14
Graves Light Lenhart Wealth, Inc.
CLOSED07,867-7,867-100%$211.3K$0-$211.3K2026-10-09
Wells Fargo & Company
N/A—970,804-970,804-100%$26.1M———
Advisors Asset Management, Inc.
N/A—663,531-663,531-100%$17.8M———
Royal Bank of Canada
N/A—560,208-560,208-100%$15.0M———
Raymond James Financial Inc
N/A—546,758-546,758-100%$14.7M———
Morgan Stanley
N/A—508,646-508,646-100%$13.7M———
Guggenheim Capital LLC
N/A—487,072-487,072-100%$13.1M———
Saba Capital Management, L.P.A
N/A—475,853-475,853-100%$12.8M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—226,836-226,836-100%$6.1M———
Invesco Ltd.
N/A—138,527-138,527-100%$3.7M———
UBS Group AG
N/A—129,761-129,761-100%$3.5M———
Bank of America Corp
N/A—121,832-121,832-100%$3.3M———
World Investment Advisors
N/A—114,410-114,410-100%$2.7M———
Osaic Holdings, Inc.
N/A—93,578-93,578-100%$2.5M———
Evolve Private Wealth, LLC
N/A—74,881-74,881-100%$2.0M———
&partners
N/A—65,891-65,891-100%$1.8M———
BFC Planning, Inc.
N/A—53,373-53,373-100%$1.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—53,210-53,210-100%$1.4M———
Keystone Financial Group
N/A—47,812-47,812-100%$1.3M———
First Trust Advisors LP
N/A—44,331-44,331-100%$1.2M———
Logan Stone Capital, LLC
N/A—43,459-43,459-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—43,100-43,100-100%$1.2M———
Ameriprise Financial Inc
N/A—35,705-35,705-100%$959.0K———
Steward Partners Investment Advisory, LLC
N/A—31,004-31,004-100%$832.8K———
Stifel Financial Corp
N/A—29,312-29,312-100%$787.3K———
Rothschild Investment LLC
N/A—28,991-28,991-100%$778.7K———
Readystate Asset Management LP
N/A—17,594-17,594-100%$472.6K———
Baird Financial Group, Inc.
N/A—17,305-17,305-100%$464.8K———
PFG Investments, LLC
N/A—15,118-15,118-100%$406.1K———
AQR Capital Management LLC
N/A—14,452-14,452-100%$388.2K———
Cetera Investment Advisers
N/A—14,381-14,381-100%$386.3K———
Janney Montgomery Scott LLC
N/A—14,339-14,339-100%$385.0K———
CSS LLC
N/A—14,068-14,068-100%$377.9K———
Kovack Advisors, Inc.
N/A—13,878-13,878-100%$371.4K———
XTX Topco Ltd
N/A—12,596-12,596-100%$338.3K———
Sanctuary Advisors, LLC
N/A—11,850-11,850-100%$318.3K———
Envestnet Asset Management Inc
N/A—10,133-10,133-100%$272.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,362-9,362-100%$251.5K———
Arkadios Wealth Advisors
N/A—8,594-8,594-100%$230.8K———
Mariner, LLC
N/A—7,851-7,851-100%$210.9K———
Laird Norton Wetherby Trust Company, LLC
N/A—7,820-7,820-100%$210.0K———
NewEdge Advisors, LLC
N/A—7,554-7,554-100%$202.9K———
Rockefeller Capital Management L.P.
N/A—4,569-4,569-100%$122.7K———
Westfuller Advisors, LLC
N/A—2,290-2,290-100%$61.5K———
JPMorgan Chase & Co
N/A—1,484-1,484-100%$39.5K———
Harbour Investments, Inc.
N/A—1,125-1,125-100%$30.2K———
Northwestern Mutual Wealth Management Co
N/A—700-700-100%$18.8K———
FMR LLC
N/A—141-141-100%$3.8K———
Showing 102 of 102 institutions