13F QoQ Ownership Changes
TSLX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 38 new · 100 added · 120 reduced · 25 exited
New Positions(38)
Added To(100)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 2,284,920 | +1,845,088 | $49.6M | +$39.6M | 419.5% |
| GOLDMAN SACHS GROUP INC | 624,196 | +319,665 | $13.6M | +$6.6M | 105.0% |
| MORGAN STANLEY | 2,390,628 | +386,591 | $51.9M | +$6.1M | 19.3% |
| OMERS ADMINISTRATION Corp | 469,109 | +286,724 | $10.2M | +$6.0M | 157.2% |
| Sound Income Strategies, LLC | 2,511,115 | +108,708 | $56.0M | +$5.4M | 4.5% |
| UBS Group AG | 1,616,161 | +299,564 | $35.1M | +$5.0M | 22.8% |
| Muzinich & Co., Inc. | 992,898 | +245,940 | $21.6M | +$4.5M | 32.9% |
| Qube Research & Technologies Ltd | 269,578 | +197,508 | $5.9M | +$4.2M | 274.1% |
| Callodine Capital Management, LP | 1,101,992 | +230,559 | $23.9M | +$4.0M | 26.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 156,787 | +27,192 | $3.4M | +$3.4M | 21.0% |
| Cresset Asset Management, LLC | 404,639 | +99,268 | $8.8M | +$1.8M | 32.5% |
| Allen Investment Management, LLC | 1,560,247 | +1,580 | $33.9M | -$1.7M | 0.1% |
| &PARTNERS | 86,965 | +67,360 | $1.9M | +$1.4M | 343.6% |
| Legal & General Group Plc | 665,352 | +91,578 | $14.5M | +$1.3M | 16.0% |
| STRS OHIO | 2,154,159 | +49,986 | $46.8M | -$1.3M | 2.4% |
| Sumitomo Mitsui Trust Group, Inc. | 741,125 | +78,229 | $16.1M | +$943.4K | 11.8% |
| NEUBERGER BERMAN GROUP LLC | 526,234 | +63,808 | $11.4M | +$858.7K | 13.8% |
| RIVERBRIDGE PARTNERS LLC | 89,938 | +39,919 | $2.0M | +$810.0K | 79.8% |
| Clayton Partners LLC | 178,121 | +40,999 | $3.9M | +$734.2K | 29.9% |
| Ignite Planners, LLC | 102,317 | +32,850 | $2.2M | +$657.9K | 47.3% |
| Aquatic Capital Management LLC | 64,488 | +31,664 | $1.4M | +$650.3K | 96.5% |
| TECTONIC ADVISORS LLC | 617,476 | +58,538 | $13.4M | +$634.3K | 10.5% |
| Waterloo Capital, L.P. | 140,396 | +31,992 | $3.0M | +$571.3K | 29.5% |
| Gilman Hill Asset Management, LLC | 474,356 | +35 | $10.3M | -$540.0K | 0.0% |
| Columbus Macro, LLC | 547,164 | +50,354 | $11.9M | +$527.3K | 10.1% |
| BANK OF AMERICA CORP /DE/ | 752,631 | +60,344 | $16.3M | +$521.4K | 8.7% |
| RAYMOND JAMES FINANCIAL INC | 896,117 | +23,978 | $19.5M | -$473.4K | 2.7% |
| CAXTON ASSOCIATES LLP | 33,356 | +21,626 | $724.5K | +$456.3K | 184.4% |
| AE Wealth Management LLC | 30,021 | +20,562 | $652.1K | +$435.8K | 217.4% |
| SCS Capital Management LLC | 649,887 | +13,549 | $14.1M | -$431.1K | 2.1% |
| Advisors Capital Management, LLC | 767,489 | +20,763 | $16.7M | -$400.3K | 2.8% |
| WELLS FARGO & COMPANY/MN | 1,270,816 | +45,870 | $27.6M | -$400.1K | 3.7% |
| STIFEL FINANCIAL CORP | 626,976 | +14,449 | $13.6M | -$384.5K | 2.4% |
| STATE STREET CORP | 114,263 | +22,055 | $2.5M | +$373.9K | 23.9% |
| ENVESTNET ASSET MANAGEMENT INC | 633,157 | +44,190 | $13.8M | +$288.4K | 7.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 230,749 | +163 | $5.0M | -$259.3K | 0.1% |
| Delphi Financial Group, Inc. | 32,041 | +12,000 | $695.9K | +$237.8K | 59.9% |
| BENJAMIN EDWARDS INC | 215,726 | +1,037 | $4.7M | -$222.2K | 0.5% |
| Beacon Pointe Advisors, LLC | 62,519 | +12,000 | $1.4M | +$203.0K | 23.8% |
| OSAIC HOLDINGS, INC. | 54,374 | +12,642 | $1.2M | +$195.6K | 30.3% |
| BROWN ADVISORY INC | 48,713 | +9,714 | $1.1M | +$166.5K | 24.9% |
| Caprock Group, LLC | 60,565 | +242 | $1.3M | -$162.5K | 0.4% |
| Corient Private Wealth LLC | 78,237 | +10,765 | $1.7M | +$156.9K | 15.9% |
| GC Wealth Management RIA, LLC | 21,870 | +7,870 | $475.0K | +$155.0K | 56.2% |
| Wealthstar Advisors, LLC | 129,509 | +14 | $2.8M | -$147.3K | 0.0% |
| Cetera Investment Advisers | 593,881 | +35,935 | $12.9M | +$144.4K | 6.4% |
| EAGLE GLOBAL ADVISORS LLC | 25,835 | +7,540 | $561.1K | +$142.9K | 41.2% |
| Plan Group Financial, LLC | 73,257 | +9,635 | $1.6M | +$136.7K | 15.1% |
| Platform Technology Partners | 34,444 | +6,499 | $748.1K | +$109.3K | 23.3% |
| Argent Trust Co | 135,826 | +2,108 | $3.0M | -$106.6K | 1.6% |
| Parallel Advisors, LLC | 23,335 | +5,294 | $506.8K | +$94.4K | 29.3% |
| JANE STREET GROUP, LLC | 27,496 | +5,196 | $597.2K | +$87.4K | 23.3% |
| FRANKLIN RESOURCES INC | 571,158 | +24,811 | $12.4M | -$83.9K | 4.5% |
| Legacy Capital Wealth Partners, LLC | 68,082 | +6,823 | $1.5M | +$78.4K | 11.1% |
| BNP PARIBAS FINANCIAL MARKETS | 91,959 | +1,225 | $2.0M | -$76.8K | 1.4% |
| IHT Wealth Management, LLC | 110,074 | +2,265 | $2.4M | -$73.7K | 2.1% |
| Pasadena Private Wealth, LLC | 12,789 | +3,789 | $277.8K | +$72.0K | 42.1% |
| Ellsworth Advisors, LLC | 33,190 | +2,252 | $743.4K | +$66.5K | 7.3% |
| Steward Partners Investment Advisory, LLC | 14,325 | +3,464 | $311.1K | +$62.9K | 31.9% |
| LPL Financial LLC | 693,805 | +31,892 | $15.1M | -$61.9K | 4.8% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 67,847 | +1,357 | $1.5M | -$46.3K | 2.0% |
| EVOKE WEALTH, LLC | 39,859 | +1 | $865.7K | -$45.4K | 0.0% |
| Diversify Advisory Services, LLC | 38,454 | +2,269 | $857.5K | +$38.3K | 6.3% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,732 | +1,508 | $37.6K | +$32.5K | 673.2% |
| COMERICA BANK | 6,834 | +1,738 | $148.4K | +$31.9K | 34.1% |
| Cornerstone Wealth Management, LLC | 47,093 | +970 | $1.0M | -$31.5K | 2.1% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 35,747 | +436 | $776.4K | -$30.8K | 1.2% |
| Bank of New York Mellon Corp | 17,475 | +1,866 | $379.6K | +$22.7K | 11.9% |
| JONES FINANCIAL COMPANIES LLLP | 2,011 | +1,000 | $43.7K | +$20.6K | 98.9% |
| Mirador Capital Partners LP | 21,281 | +178 | $462.2K | -$20.2K | 0.8% |
| IFG Advisory, LLC | 21,374 | +215 | $464.2K | -$19.4K | 1.0% |
| Savvy Advisors, Inc. | 43,389 | +2,999 | $942.4K | +$19.1K | 7.4% |
| REDMONT WEALTH ADVISORS LLC | 4,776 | +1,169 | $103.7K | +$17.9K | 32.4% |
| Mallini Complete Financial Planning LLC | 15,464 | +123 | $335.9K | -$14.8K | 0.8% |
| FAMILY WEALTH PARTNERS, LLC | 24,867 | +602 | $540.1K | -$14.6K | 2.5% |
| D.A. DAVIDSON & CO. | 191,676 | +9,085 | $4.2M | -$10.8K | 5.0% |
| Texas Yale Capital Corp. | 36,876 | +1,376 | $800.9K | -$10.6K | 3.9% |
| Register Financial Advisors LLC | 9,102 | +19 | $197.7K | -$9.9K | 0.2% |
| GUGGENHEIM CAPITAL LLC | 28,593 | +1,736 | $621.0K | +$7.1K | 6.5% |
| Quantinno Capital Management LP | 62,144 | +2,810 | $1.3M | -$6.6K | 4.7% |
| EverSource Wealth Advisors, LLC | 1,893 | +363 | $41.1K | +$6.1K | 23.7% |
| Lido Advisors, LLC | 42,172 | +506 | $958.2K | +$5.7K | 1.2% |
| Maia Wealth LLC | 10,211 | +211 | $205.4K | -$4.5K | 2.1% |
| Private Advisor Group, LLC | 21,947 | +929 | $476.7K | -$3.8K | 4.4% |
| MAI Capital Management | 3,133 | +18 | $68.1K | -$3.1K | 0.6% |
| Larson Financial Group LLC | 300 | +136 | $6.5K | +$2.8K | 82.9% |
| WealthCollab, LLC | 340 | +115 | $7.4K | +$2.2K | 51.1% |
| AdvisorNet Financial, Inc | 2,200 | +200 | $47.8K | +$2.1K | 10.0% |
| SIGNATUREFD, LLC | 4,898 | +334 | $106.4K | +$2.0K | 7.3% |
| Russell Investments Group, Ltd. | 182 | +86 | $4.0K | +$1.8K | 89.6% |
| FMR LLC | 80 | +46 | $1.7K | +$960 | 135.3% |
| OPPENHEIMER & CO INC | 11,923 | +626 | $259.0K | +$719 | 5.5% |
| Stratos Wealth Partners, LTD. | 10,047 | +532 | $218.2K | +$707 | 5.6% |
| Greykasell Wealth Strategies, Inc. | 520 | +11 | $11.3K | -$330 | 2.2% |
| NATIONAL BANK OF CANADA /FI/ | 10 | +5 | $217 | +$103 | 100.0% |
| CANADA LIFE ASSURANCE Co | 164,256 | +5,543 | $3.6K | -$47 | 3.5% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 57 | +1 | $1.2K | -$38 | 1.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 21,905 | +968 | $476 | -$3 | 4.6% |
| BI Asset Management Fondsmaeglerselskab A/S | 1,959 | +40 | $43 | -$1 | 2.1% |
| State of Alaska, Department of Revenue | 4,529 | +240 | $98 | $0 | 5.6% |
Reduced(120)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 15,014 | -4,305 | $50.7M | -$15.1M | -22.3% |
| TWO SIGMA ADVISERS, LP | 393,298 | -262,991 | $8.5M | -$6.5M | -40.1% |
| TWO SIGMA INVESTMENTS, LP | 370,223 | -176,845 | $8.0M | -$4.5M | -32.3% |
| Sixth Street Partners Management Company, L.P. | 2,714,226 | 0 | $59.0M | -$3.1M | 0.0% |
| Progeny 3, Inc. | 2,476,398 | 0 | $53.8M | -$2.8M | 0.0% |
| Royal Bank of Canada | 155,887 | -109,831 | $3.4M | -$2.8M | -41.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,800 | -111,860 | $821.0K | -$2.6M | -74.7% |
| ARES MANAGEMENT LLC | 1,354,779 | -40,000 | $29.4M | -$2.5M | -2.9% |
| JPMORGAN CHASE & CO | 934,233 | -59,502 | $20.3M | -$2.4M | -6.0% |
| Atom Investors LP | 107,014 | -80,590 | $2.3M | -$2.0M | -43.0% |
| Rockefeller Capital Management L.P. | 148,369 | -57,565 | $3.2M | -$1.5M | -27.9% |
| MGO ONE SEVEN LLC | 366,017 | -32,261 | $7.9M | -$1.2M | -8.1% |
| AMERIPRISE FINANCIAL INC | 221,438 | -37,860 | $4.8M | -$1.1M | -14.6% |
| Cerity Partners LLC | 384,767 | -25,201 | $8.4M | -$1.0M | -6.1% |
| BlackRock, Inc. | 808,428 | -3,002 | $17.6M | -$990.2K | -0.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 15,261 | -41,411 | $331.5K | -$964.1K | -73.1% |
| Melia Wealth LLC | 617,204 | -5,694 | $13.4M | -$833.8K | -0.9% |
| FJ Capital Management LLC | 58,423 | -33,404 | $1.3M | -$830.2K | -36.4% |
| Creative Planning | 39,337 | -26,646 | $854.4K | -$654.0K | -40.4% |
| RMR Capital Management, LLC | 197,718 | -16,531 | $4.3M | -$603.3K | -7.7% |
| DENALI ADVISORS LLC | 140,144 | -18,989 | $3.0M | -$593.9K | -11.9% |
| Advisors Asset Management, Inc. | 216,004 | -12,750 | $4.7M | -$537.7K | -5.6% |
| BARCLAYS PLC | 72,066 | -16,851 | $1.6M | -$467.4K | -18.9% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 225,778 | -8,130 | $4.9M | -$443.2K | -3.5% |
| Focus Partners Advisor Solutions, LLC | 24,867 | -19,796 | $540.1K | -$397.4K | -44.3% |
| Naviter Wealth, LLC | 141,461 | -8,303 | $3.1M | -$351.1K | -5.5% |
| Truvestments Capital LLC | 164,193 | -5,199 | $3.6M | -$306.0K | -3.1% |
| CAPTRUST FINANCIAL ADVISORS | 38,947 | -10,717 | $845.9K | -$289.4K | -21.6% |
| First National Trust Co | 247,436 | 0 | $5.4M | -$282.1K | 0.0% |
| CITADEL ADVISORS LLC | 45,000 | -8,800 | $977.4K | -$252.5K | -16.4% |
| Barnett & Company, Inc. | 29,250 | -9,500 | $635.3K | -$250.5K | -24.5% |
| Mariner, LLC | 32,142 | -7,645 | $698.1K | -$211.4K | -19.2% |
| HighTower Advisors, LLC | 47,422 | -6,757 | $1.0M | -$208.5K | -12.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 2,239 | -8,550 | $48.6K | -$198.0K | -79.2% |
| Texas Capital Bank Wealth Management Services Inc | 153,014 | -982 | $3.3M | -$196.9K | -0.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 150,549 | 0 | $3.3M | -$171.6K | 0.0% |
| NORTHERN TRUST CORP | 75,085 | -3,584 | $1.6M | -$167.5K | -4.5% |
| Aberdeen Group plc | 123,237 | 0 | $2.7M | -$147.9K | 0.0% |
| DEARBORN PARTNERS LLC | 56,429 | -2,699 | $1.2M | -$126.0K | -4.6% |
| HB Wealth Management, LLC | 75,751 | -1,625 | $1.6M | -$123.5K | -2.1% |
| Mirae Asset Global Investments Co., Ltd. | 10,000 | -4,759 | $217.2K | -$120.2K | -32.2% |
| Kestra Advisory Services, LLC | 30,870 | -3,144 | $670.5K | -$107.1K | -9.2% |
| Foundations Investment Advisors, LLC | 40,126 | -1,720 | $871.5K | -$85.0K | -4.1% |
| Pallas Capital Advisors LLC | 43,255 | -1,361 | $939.5K | -$80.4K | -3.0% |
| Virtus Investment Advisers, LLC | 25,028 | -1,962 | $543.6K | -$73.4K | -7.3% |
| TRED AVON FAMILY WEALTH, LLC | 44,026 | -965 | $956.2K | -$72.2K | -2.1% |
| WHALEROCK POINT PARTNERS, LLC | 19,738 | -1,991 | $428.7K | -$68.0K | -9.2% |
| Ethos Financial Group, LLC | 27,774 | -1,370 | $603.3K | -$63.0K | -4.7% |
| Hennion & Walsh Asset Management, Inc. | 34,249 | -1,032 | $743.9K | -$62.6K | -2.9% |
| Dakota Wealth Management | 38,860 | -780 | $844.0K | -$62.1K | -2.0% |
| Empowered Funds, LLC | 6,856 | -2,252 | $148.9K | -$59.3K | -24.7% |
| Rossby Financial, LCC | 397 | -2,519 | $8.6K | -$56.0K | -86.4% |
| Essex Financial Services, Inc. | 39,522 | -440 | $858.4K | -$55.1K | -1.1% |
| Invesco Ltd. | 33,463 | -695 | $726.8K | -$54.0K | -2.0% |
| Canton Hathaway, LLC | 46,535 | 0 | $1.0M | -$53.3K | 0.0% |
| ProShare Advisors LLC | 19,311 | -1,109 | $419.4K | -$47.4K | -5.4% |
| Magnus Financial Group LLC | 22,892 | -883 | $497.2K | -$46.3K | -3.7% |
| PARK CIRCLE Co | 40,145 | 0 | $871.9K | -$45.8K | 0.0% |
| Principle Wealth Partners LLC | 10,271 | -1,430 | $223.1K | -$44.4K | -12.2% |
| Ehrenkranz Partners L.P. | 37,474 | 0 | $813.9K | -$42.7K | 0.0% |
| SILVER OAK SECURITIES, INCORPORATED | 21,867 | -821 | $477.6K | -$41.1K | -3.6% |
| NewEdge Advisors, LLC | 11,444 | -1,049 | $248.6K | -$37.0K | -8.4% |
| Farther Finance Advisors, LLC | 3,425 | -1,275 | $74.4K | -$33.0K | -27.1% |
| Sargent Investment Group, LLC | 28,400 | 0 | $616.8K | -$32.4K | 0.0% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 18,729 | -416 | $406.8K | -$30.9K | -2.2% |
| US BANCORP \DE\ | 25,113 | -27 | $545.5K | -$29.2K | -0.1% |
| NATIXIS | 25,249 | 0 | $548.4K | -$28.8K | 0.0% |
| Merrion Investment Management Co, LLC | 25,000 | 0 | $543.0K | -$28.5K | 0.0% |
| Sage Investment Counsel LLC | 24,777 | 0 | $538.2K | -$28.2K | 0.0% |
| Global Retirement Partners, LLC | 2,044 | -990 | $44.4K | -$25.0K | -32.6% |
| Generali Investments CEE, investicni spolecnost, a.s. | 21,235 | 0 | $461.2K | -$24.2K | 0.0% |
| Chicago Partners Investment Group LLC | 23,012 | -357 | $510.9K | -$23.3K | -1.5% |
| London & Capital Asset Management Ltd | 19,400 | 0 | $421.5K | -$22.0K | 0.0% |
| Monument Capital Management | 18,582 | 0 | $403.6K | -$21.2K | 0.0% |
| Clearstead Advisors, LLC | 18,000 | 0 | $391.0K | -$20.5K | 0.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 16,470 | -43 | $357.7K | -$19.8K | -0.3% |
| INSPIRION WEALTH ADVISORS, LLC | 15,426 | 0 | $335.1K | +$18.4K | 0.0% |
| Heritage Trust Co | 15,889 | 0 | $345.1K | -$18.1K | 0.0% |
| Worth Asset Management, LLC | 12,560 | -96 | $272.8K | -$16.5K | -0.8% |
| Core Wealth Partners LLC | 11,668 | 0 | $253.4K | -$13.3K | 0.0% |
| HBK INVESTMENTS L P | 10,200 | 0 | $221.5K | -$11.6K | 0.0% |
| Glenview Trust co | 9,700 | 0 | $210.7K | -$11.1K | 0.0% |
| ROMANO BROTHERS AND COMPANY | 29,700 | 0 | $645.1K | -$10.3K | 0.0% |
| PNC Financial Services Group, Inc. | 7,341 | 0 | $159.4K | -$8.4K | 0.0% |
| VAN ECK ASSOCIATES CORP | 2,342,047 | -187,140 | $50.9K | -$6.9K | -7.4% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 5,350 | 0 | $116.2K | -$6.1K | 0.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 5,235 | 0 | $113.7K | -$6.0K | 0.0% |
| Westmount Partners, LLC | 13,030 | 0 | $283.0K | -$5.6K | 0.0% |
| Frazier Financial Advisors, LLC | 4,814 | 0 | $104.6K | -$5.5K | 0.0% |
| LSV ASSET MANAGEMENT | 791,212 | -181,500 | $17.2K | -$5.1K | -18.6% |
| Federation des caisses Desjardins du Quebec | 4,000 | 0 | $86.9K | -$4.6K | 0.0% |
| CIBC Private Wealth Group LLC | 2,144 | 0 | $46.6K | -$2.4K | 0.0% |
| MTM Investment Management, LLC | 2,040 | 0 | $44.3K | -$2.3K | 0.0% |
| TRUST CO OF VERMONT | 1,584 | 0 | $34.4K | -$1.8K | 0.0% |
| Geneos Wealth Management Inc. | 1,525 | 0 | $33.1K | -$1.7K | 0.0% |
| FIRST COMMUNITY TRUST NA | 1,040 | 0 | $22.6K | -$1.2K | 0.0% |
| Community Bank, N.A. | 1,000 | 0 | $21.7K | -$1.1K | 0.0% |
| HUNTINGTON NATIONAL BANK | 1,001 | 0 | $21.7K | -$1.1K | 0.0% |
| CWM, LLC | 92,325 | -43,177 | $2.0K | -$1.1K | -31.9% |
| Janney Montgomery Scott LLC | 224,913 | -26,139 | $4.9K | -$854 | -10.4% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 700 | 0 | $15.2K | -$798 | 0.0% |
| PRIVATE TRUST CO NA | 600 | 0 | $13.0K | -$684 | 0.0% |
| Blume Capital Management, Inc. | 450 | 0 | $9.8K | -$513 | 0.0% |
| Atlantic Union Bankshares Corp | 400 | 0 | $8.7K | -$456 | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 311 | 0 | $6.8K | -$355 | 0.0% |
| DELTA ASSET MANAGEMENT LLC/TN | 250 | 0 | $5.4K | -$285 | 0.0% |
| Westside Investment Management, Inc. | 572 | 0 | $12.4K | -$280 | 0.0% |
| Parkwood LLC | 184,819 | 0 | $4.0K | -$211 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 178 | 0 | $3.9K | -$203 | 0.0% |
| Investor's Fiduciary Advisor Network, LLC | 17,308 | -5,482 | $375 | -$145 | -24.1% |
| Glen Eagle Advisors, LLC | 100 | 0 | $2.2K | -$114 | 0.0% |
| Triumph Capital Management | 100 | 0 | $2.2K | -$114 | 0.0% |
| BROWN BROTHERS HARRIMAN & CO | 100 | 0 | $2.2K | -$114 | 0.0% |
| Provenance Wealth Advisors, LLC | 100 | 0 | $2.2K | -$114 | 0.0% |
| SJS Investment Consulting Inc. | 44 | 0 | $954 | -$45 | 0.0% |
| GAMMA Investing LLC | 37 | 0 | $804 | -$42 | 0.0% |
| ASSETMARK, INC | 11 | 0 | $239 | -$12 | 0.0% |
| Guerra Advisors Inc | 0 | 0 | $0 | -$9 | — |
| VALLEY NATIONAL ADVISERS INC | 500 | 0 | $10 | -$1 | 0.0% |
| Activest Wealth Management | 0 | 0 | $0 | $0 | — |