Allspring Income Opport (XEADX)

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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LPL Financial LLC

INCREASED

Shares575,068 from 390,696

Change+184,372 (+47%)

Value$3.5M (+$916.6K)

Filed 2026-11-06

Wolverine Asset Management LLC

INCREASED

Shares416,216 from 236,134

Change+180,082 (+76%)

Value$2.5M (+$966.6K)

Filed 2026-11-02

Shaker Financial Services, LLC

DECREASED

Shares352,947 from 595,858

Change-242,911 (-41%)

Value$2.1M (-$1.8M)

Filed 2026-10-14

Thrivent Financial for Lutherans

UNCHANGED

Shares326,901 from 326,901

Change0 (0%)

Value$2.0K (-$2.1M)

Filed 2026-11-05

Marks Group Wealth Management, Inc

INCREASED

Shares303,682 from 162,945

Change+140,737 (+86%)

Value$1.8M (+$766.0K)

Filed 2026-11-05

Fiera Capital Corp

UNCHANGED

Shares171,092 from 171,092

Change0 (0%)

Value$1.0M (-$83.8K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares166,094 from 169,496

Change-3,402 (-2%)

Value$998 (-$1.1M)

Filed 2026-11-02

Sowell Financial Services LLC

UNCHANGED

Shares129,400 from 129,400

Change0 (0%)

Value$777.7K (-$63.4K)

Filed 2026-10-23

Luken Investment Analytics, LLC

DECREASED

Shares127,017 from 128,832

Change-1,815 (-1%)

Value$763.4K (-$74.0K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares91,995 from 84,402

Change+7,593 (+9%)

Value$552.9K (+$4.3K)

Filed 2026-11-02

Calamos Advisors LLC

INCREASED

Shares85,431 from 51,617

Change+33,814 (+66%)

Value$513.4K (+$177.9K)

Filed 2026-11-02

Lido Advisors, LLC

DECREASED

Shares65,316 from 66,816

Change-1,500 (-2%)

Value$392.5K (-$45.2K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares59,245 from 63,010

Change-3,765 (-6%)

Value$356.7K (-$48.5K)

Filed 2026-10-13

City of London Investment Management Co LTD

NEW

Shares25,503

Change+25,503

Value$153.3K

Filed 2026-10-30

Merit Financial Group, LLC

INCREASED

Shares23,114 from 22,544

Change+570 (+3%)

Value$138.9K (-$7.6K)

Filed 2026-11-06

Accredited Investor Services, LLC

INCREASED

Shares21,741 from 21,401

Change+340 (+2%)

Value$130.7K (-$8.4K)

Filed 2026-10-22

Choreo, LLC

DECREASED

Shares21,130 from 23,594

Change-2,464 (-10%)

Value$128.2K (-$26.5K)

Filed 2026-10-28

Melfa Wealth Management, Inc.

UNCHANGED

Shares17,923 from 17,923

Change0 (0%)

Value$107.7K (-$8.8K)

Filed 2026-11-06

NWF Advisory Services Inc.

UNCHANGED

Shares17,300 from 17,300

Change0 (0%)

Value$104.0K (-$8.5K)

Filed 2026-10-19

GC Wealth Management RIA, LLC

UNCHANGED

Shares16,937 from 16,937

Change0 (0%)

Value$101.8K (-$8.3K)

Filed 2026-11-02

Capital Investment Advisors, LLC

DECREASED

Shares16,585 from 18,170

Change-1,585 (-9%)

Value$99.7K (-$18.4K)

Filed 2026-10-22

Oppenheimer & Co Inc

INCREASED

Shares16,478 from 16,428

Change+50 (+0%)

Value$99.0K (-$7.7K)

Filed 2026-10-26

Allworth Financial LP

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$104.0K ($0)

Filed 2026-11-06

Collaborative Wealth Managment Inc.

UNCHANGED

Shares15,440 from 15,440

Change0 (0%)

Value$92.8K (-$7.6K)

Filed 2026-11-06

Park Avenue Securities LLC

INCREASED

Shares15,371 from 14,983

Change+388 (+3%)

Value$92 (-$96.9K)

Filed 2026-10-26

Tactive Advisors, LLC

NEW

Shares14,541

Change+14,541

Value$87.4K

Filed 2026-10-08

Matisse Capital

NEW

Shares12,531

Change+12,531

Value$75.3K

Filed 2026-10-29

HBK Sorce Advisory LLC

UNCHANGED

Shares12,450 from 12,450

Change0 (0%)

Value$75.1K (-$4.6K)

Filed 2026-11-06

Kestra Private Wealth Services, LLC

UNCHANGED

Shares10,966 from 10,966

Change0 (0%)

Value$65.9K (-$5.4K)

Filed 2026-11-06

Curated Wealth Partners LLC

NEW

Shares10,089

Change+10,089

Value$60.6K

Filed 2026-10-15

Retiremitten Financial LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$60.0K (-$5.0K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares6,187 from 6,496

Change-309 (-5%)

Value$37.2K (-$5.0K)

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares3,330 from 3,330

Change0 (0%)

Value$20.0K (-$1.6K)

Filed 2026-10-08

WPG Advisers, LLC

INCREASED

Shares3,068 from 2,811

Change+257 (+9%)

Value$18.4K (+$167)

Filed 2026-10-27

Cassaday & Co Wealth Management LLC

NEW

Shares2,915

Change+2,915

Value$17.5K

Filed 2026-10-27

FNY Investment Advisers, LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$10 (-$1)

Filed 2026-10-16

Fifth Third Bancorp

DECREASED

Shares1,373 from 1,405

Change-32 (-2%)

Value$8.3K (-$881)

Filed 2026-11-05

Blue Bell Private Wealth Management, LLC

NEW

Shares1,309

Change+1,309

Value$7.9K

Filed 2026-10-29

Livelsberger Financial Advisory

NEW

Shares1,295

Change+1,295

Value$7.8K

Filed 2026-10-28

PNC Financial Services Group, Inc.

DECREASED

Shares1,256 from 4,562

Change-3,306 (-72%)

Value$7.5K (-$22.1K)

Filed 2026-11-06

Farther Finance Advisors, LLC

UNCHANGED

Shares798 from 798

Change0 (0%)

Value$4.8K (-$391)

Filed 2026-10-08

Silver Grove Financial Group, Inc.

UNCHANGED

Shares490 from 490

Change0 (0%)

Value$2.9K (-$240)

Filed 2026-11-05

Trust Co of Vermont

UNCHANGED

Shares465 from 465

Change0 (0%)

Value$2.8K (-$228)

Filed 2026-10-21

Highline Wealth Partners LLC

UNCHANGED

Shares440 from 440

Change0 (0%)

Value$2.6K (-$216)

Filed 2026-10-19

IFP Advisors, Inc

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$1.8K (-$147)

Filed 2026-10-16

Compass Financial Management LLC

NEW

Shares157

Change+157

Value$947

Filed 2026-10-30

Wilmington Savings Fund Society, FSB

DECREASED

Shares100 from 200

Change-100 (-50%)

Value$601 (-$699)

Filed 2026-10-23

Assetmark, Inc

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$54 (-$5)

Filed 2026-10-21

Advocate Investing Services LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$6 (-$1)

Filed 2026-10-26

Imc-Chicago, LLC

CLOSED

Shares0 from 86,618

Change-86,618 (-100%)

Value$0 (-$563.0K)

Filed 2026-11-05

Fingerlakes Wealth Management, Inc.

CLOSED

Shares0 from 21,769

Change-21,769 (-100%)

Value$0 (-$141.5K)

Filed 2026-11-04

Clearstead Advisors, LLC

CLOSED

Shares0 from 21,299

Change-21,299 (-100%)

Value$0 (-$138.4K)

Filed 2026-11-06

Axiom Investment Management LLC

CLOSED

Shares0 from 2,901

Change-2,901 (-100%)

Value$0 (-$18.9K)

Filed 2026-11-03

Noble Wealth Management PBC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$6.5K)

Filed 2026-10-01

Morgan Stanley

N/A

Shares— from 3,912,776

Change-3,912,776 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 1,989,962

Change-1,989,962 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 1,754,423

Change-1,754,423 (-100%)

Value—

Peak Planning Group, LLC

N/A

Shares— from 1,090,407

Change-1,090,407 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 961,400

Change-961,400 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 937,816

Change-937,816 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 864,743

Change-864,743 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 491,240

Change-491,240 (-100%)

Value—

UBS Group AG

N/A

Shares— from 359,655

Change-359,655 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 292,626

Change-292,626 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 204,649

Change-204,649 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 193,730

Change-193,730 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 190,103

Change-190,103 (-100%)

Value—

Easterly Investment Partners LLC

N/A

Shares— from 161,456

Change-161,456 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 126,064

Change-126,064 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 116,742

Change-116,742 (-100%)

Value—

Adapt Wealth Advisors, LLC

N/A

Shares— from 109,947

Change-109,947 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 96,167

Change-96,167 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 91,443

Change-91,443 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 72,687

Change-72,687 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 70,081

Change-70,081 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 59,219

Change-59,219 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 45,443

Change-45,443 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 41,490

Change-41,490 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 41,000

Change-41,000 (-100%)

Value—

&partners

N/A

Shares— from 28,748

Change-28,748 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 22,130

Change-22,130 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 21,033

Change-21,033 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 20,616

Change-20,616 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 20,384

Change-20,384 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,801

Change-18,801 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 18,602

Change-18,602 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,325

Change-18,325 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,954

Change-17,954 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 16,026

Change-16,026 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 15,843

Change-15,843 (-100%)

Value—

West Michigan Advisors, LLC

N/A

Shares— from 14,014

Change-14,014 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 13,488

Change-13,488 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,146

Change-13,146 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 11,400

Change-11,400 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 11,162

Change-11,162 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,803

Change-5,803 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,434

Change-3,434 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,458

Change-1,458 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,458

Change-1,458 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 1,210

Change-1,210 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 850

Change-850 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 62

Change-62 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	575,068	390,696	+184,372	+47%	$2.5M	$3.5M	+$916.6K	2026-11-06
Wolverine Asset Management LLC	INCREASED	416,216	236,134	+180,082	+76%	$1.5M	$2.5M	+$966.6K	2026-11-02
Shaker Financial Services, LLC	DECREASED	352,947	595,858	-242,911	-41%	$3.9M	$2.1M	-$1.8M	2026-10-14
Thrivent Financial for Lutherans	UNCHANGED	326,901	326,901	0	0%	$2.1M	$2.0K	-$2.1M	2026-11-05
Marks Group Wealth Management, Inc	INCREASED	303,682	162,945	+140,737	+86%	$1.1M	$1.8M	+$766.0K	2026-11-05
Fiera Capital Corp	UNCHANGED	171,092	171,092	0	0%	$1.1M	$1.0M	-$83.8K	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	166,094	169,496	-3,402	-2%	$1.1M	$998	-$1.1M	2026-11-02
Sowell Financial Services LLC	UNCHANGED	129,400	129,400	0	0%	$841.1K	$777.7K	-$63.4K	2026-10-23
Luken Investment Analytics, LLC	DECREASED	127,017	128,832	-1,815	-1%	$837.4K	$763.4K	-$74.0K	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	91,995	84,402	+7,593	+9%	$548.6K	$552.9K	+$4.3K	2026-11-02
Calamos Advisors LLC	INCREASED	85,431	51,617	+33,814	+66%	$335.5K	$513.4K	+$177.9K	2026-11-02
Lido Advisors, LLC	DECREASED	65,316	66,816	-1,500	-2%	$437.8K	$392.5K	-$45.2K	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	59,245	63,010	-3,765	-6%	$405.2K	$356.7K	-$48.5K	2026-10-13
City of London Investment Management Co LTD	NEW	25,503	—	+25,503	—	—	$153.3K	—	2026-10-30
Merit Financial Group, LLC	INCREASED	23,114	22,544	+570	+3%	$146.5K	$138.9K	-$7.6K	2026-11-06
Accredited Investor Services, LLC	INCREASED	21,741	21,401	+340	+2%	$139.1K	$130.7K	-$8.4K	2026-10-22
Choreo, LLC	DECREASED	21,130	23,594	-2,464	-10%	$154.7K	$128.2K	-$26.5K	2026-10-28
Melfa Wealth Management, Inc.	UNCHANGED	17,923	17,923	0	0%	$116.5K	$107.7K	-$8.8K	2026-11-06
NWF Advisory Services Inc.	UNCHANGED	17,300	17,300	0	0%	$112.5K	$104.0K	-$8.5K	2026-10-19
GC Wealth Management RIA, LLC	UNCHANGED	16,937	16,937	0	0%	$110.1K	$101.8K	-$8.3K	2026-11-02
Capital Investment Advisors, LLC	DECREASED	16,585	18,170	-1,585	-9%	$118.1K	$99.7K	-$18.4K	2026-10-22
Oppenheimer & Co Inc	INCREASED	16,478	16,428	+50	+0%	$106.8K	$99.0K	-$7.7K	2026-10-26
Allworth Financial LP	UNCHANGED	16,000	16,000	0	0%	$104.0K	$104.0K	$0	2026-11-06
Collaborative Wealth Managment Inc.	UNCHANGED	15,440	15,440	0	0%	$100.4K	$92.8K	-$7.6K	2026-11-06
Park Avenue Securities LLC	INCREASED	15,371	14,983	+388	+3%	$97.0K	$92	-$96.9K	2026-10-26
Tactive Advisors, LLC	NEW	14,541	—	+14,541	—	—	$87.4K	—	2026-10-08
Matisse Capital	NEW	12,531	—	+12,531	—	—	$75.3K	—	2026-10-29
HBK Sorce Advisory LLC	UNCHANGED	12,450	12,450	0	0%	$79.7K	$75.1K	-$4.6K	2026-11-06
Kestra Private Wealth Services, LLC	UNCHANGED	10,966	10,966	0	0%	$71.3K	$65.9K	-$5.4K	2026-11-06
Curated Wealth Partners LLC	NEW	10,089	—	+10,089	—	—	$60.6K	—	2026-10-15
Retiremitten Financial LLC	UNCHANGED	10,000	10,000	0	0%	$65.0K	$60.0K	-$5.0K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	DECREASED	6,187	6,496	-309	-5%	$42.2K	$37.2K	-$5.0K	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	3,330	3,330	0	0%	$21.6K	$20.0K	-$1.6K	2026-10-08
WPG Advisers, LLC	INCREASED	3,068	2,811	+257	+9%	$18.3K	$18.4K	+$167	2026-10-27
Cassaday & Co Wealth Management LLC	NEW	2,915	—	+2,915	—	—	$17.5K	—	2026-10-27
FNY Investment Advisers, LLC	UNCHANGED	1,800	1,800	0	0%	$11	$10	-$1	2026-10-16
Fifth Third Bancorp	DECREASED	1,373	1,405	-32	-2%	$9.1K	$8.3K	-$881	2026-11-05
Blue Bell Private Wealth Management, LLC	NEW	1,309	—	+1,309	—	—	$7.9K	—	2026-10-29
Livelsberger Financial Advisory	NEW	1,295	—	+1,295	—	—	$7.8K	—	2026-10-28
PNC Financial Services Group, Inc.	DECREASED	1,256	4,562	-3,306	-72%	$29.7K	$7.5K	-$22.1K	2026-11-06
Farther Finance Advisors, LLC	UNCHANGED	798	798	0	0%	$5.2K	$4.8K	-$391	2026-10-08
Silver Grove Financial Group, Inc.	UNCHANGED	490	490	0	0%	$3.2K	$2.9K	-$240	2026-11-05
Trust Co of Vermont	UNCHANGED	465	465	0	0%	$3.0K	$2.8K	-$228	2026-10-21
Highline Wealth Partners LLC	UNCHANGED	440	440	0	0%	$2.9K	$2.6K	-$216	2026-10-19
IFP Advisors, Inc	UNCHANGED	300	300	0	0%	$2.0K	$1.8K	-$147	2026-10-16
Compass Financial Management LLC	NEW	157	—	+157	—	—	$947	—	2026-10-30
Wilmington Savings Fund Society, FSB	DECREASED	100	200	-100	-50%	$1.3K	$601	-$699	2026-10-23
Assetmark, Inc	UNCHANGED	9	9	0	0%	$59	$54	-$5	2026-10-21
Advocate Investing Services LLC	UNCHANGED	1	1	0	0%	$7	$6	-$1	2026-10-26
Imc-Chicago, LLC	CLOSED	0	86,618	-86,618	-100%	$563.0K	$0	-$563.0K	2026-11-05
Fingerlakes Wealth Management, Inc.	CLOSED	0	21,769	-21,769	-100%	$141.5K	$0	-$141.5K	2026-11-04
Clearstead Advisors, LLC	CLOSED	0	21,299	-21,299	-100%	$138.4K	$0	-$138.4K	2026-11-06
Axiom Investment Management LLC	CLOSED	0	2,901	-2,901	-100%	$18.9K	$0	-$18.9K	2026-11-03
Noble Wealth Management PBC	CLOSED	0	1,000	-1,000	-100%	$6.5K	$0	-$6.5K	2026-10-01
Morgan Stanley	N/A	—	3,912,776	-3,912,776	-100%	$25.4M	—	—	—
Pathstone Holdings, LLC	N/A	—	1,989,962	-1,989,962	-100%	$12.9M	—	—	—
SIT Investment Associates Inc	N/A	—	1,754,423	-1,754,423	-100%	$11.4M	—	—	—
Peak Planning Group, LLC	N/A	—	1,090,407	-1,090,407	-100%	$7.1M	—	—	—
Invesco Ltd.	N/A	—	961,400	-961,400	-100%	$6.2M	—	—	—
Guggenheim Capital LLC	N/A	—	937,816	-937,816	-100%	$6.1M	—	—	—
Cohen & Steers, Inc.	N/A	—	864,743	-864,743	-100%	$5.6M	—	—	—
Logan Stone Capital, LLC	N/A	—	491,240	-491,240	-100%	$3.2M	—	—	—
UBS Group AG	N/A	—	359,655	-359,655	-100%	$2.3M	—	—	—
Advisors Asset Management, Inc.	N/A	—	292,626	-292,626	-100%	$1.9M	—	—	—
Brown Advisory Inc	N/A	—	204,649	-204,649	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	193,730	-193,730	-100%	$1.3M	—	—	—
Principal Securities, Inc.	N/A	—	190,103	-190,103	-100%	$1.2M	—	—	—
Easterly Investment Partners LLC	N/A	—	161,456	-161,456	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	126,064	-126,064	-100%	$819.4K	—	—	—
Jane Street Group, LLC	N/A	—	116,742	-116,742	-100%	$758.8K	—	—	—
Adapt Wealth Advisors, LLC	N/A	—	109,947	-109,947	-100%	$714.7K	—	—	—
Readystate Asset Management LP	N/A	—	96,167	-96,167	-100%	$625.1K	—	—	—
Marex Group Ltd	N/A	—	91,443	-91,443	-100%	$594.4K	—	—	—
Royal Bank of Canada	N/A	—	72,687	-72,687	-100%	$473.0K	—	—	—
PFG Investments, LLC	N/A	—	70,081	-70,081	-100%	$455.5K	—	—	—
Raymond James Financial Inc	N/A	—	59,219	-59,219	-100%	$384.9K	—	—	—
XTX Topco Ltd	N/A	—	45,443	-45,443	-100%	$295.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	41,490	-41,490	-100%	$269.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	41,000	-41,000	-100%	$266.5K	—	—	—
&partners	N/A	—	28,748	-28,748	-100%	$186.9K	—	—	—
Nomura Holdings Inc	N/A	—	26,000	-26,000	-100%	$169.0K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	22,130	-22,130	-100%	$143.8K	—	—	—
Ameriprise Financial Inc	N/A	—	21,033	-21,033	-100%	$136.7K	—	—	—
Citadel Advisors LLC	N/A	—	20,616	-20,616	-100%	$134.0K	—	—	—
Bank of America Corp	N/A	—	20,384	-20,384	-100%	$132.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	18,801	-18,801	-100%	$122.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	18,602	-18,602	-100%	$120.9K	—	—	—
Mariner, LLC	N/A	—	18,325	-18,325	-100%	$119.1K	—	—	—
Cetera Investment Advisers	N/A	—	17,954	-17,954	-100%	$116.7K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	16,026	-16,026	-100%	$104.2K	—	—	—
Balyasny Asset Management L.P.	N/A	—	15,843	-15,843	-100%	$103.0K	—	—	—
West Michigan Advisors, LLC	N/A	—	14,014	-14,014	-100%	$91.8K	—	—	—
Rothschild Wealth LLC	N/A	—	13,488	-13,488	-100%	$87.7K	—	—	—
Focus Partners Wealth	N/A	—	13,146	-13,146	-100%	$85.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	11,400	-11,400	-100%	$74.1K	—	—	—
AQR Capital Management LLC	N/A	—	11,162	-11,162	-100%	$72.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,803	-5,803	-100%	$37.7K	—	—	—
IFG Advisory, LLC	N/A	—	4,000	-4,000	-100%	$26.0K	—	—	—
Harbour Investments, Inc.	N/A	—	3,434	-3,434	-100%	$22.3K	—	—	—
Arax Advisory Partners	N/A	—	2,000	-2,000	-100%	$13.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,458	-1,458	-100%	$9.5K	—	—	—
BFC Planning, Inc.	N/A	—	1,458	-1,458	-100%	$9.5K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	1,210	-1,210	-100%	$7.9K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	850	-850	-100%	$5.5K	—	—	—
Clear Street Group Inc.	N/A	—	62	-62	-100%	$403	—	—	—
Ameritas Advisory Services, LLC	N/A	—	60	-60	-100%	$390	—	—	—
Cheviot Value Management, LLC	N/A	—	19	-19	-100%	$124	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$4	—	—	—

Showing 108 of 108 institutions