Vault-13

FS CREDIT OPPORTUNITIES CORP FSCO

COMMON STOCK · Closed-End Fund · CUSIP 30290Y101

264 institutional holders +39 vs Q1 2023
65,987,56066.0m shares reported held*
$313.7mreported value*
51 new 173 added 18 reduced 16 sold out net bought ≈ $134.8m (+28.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($245.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.75.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 3Q4 22: 161Q1 23: 225Q2 23: 264264Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20223
Q4 2022161
Q1 2023225
Q2 2023264

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 140 bought or addedQ4 22: 1 cut or sold outQ4 22Q1 23: 198 bought or addedQ1 23: 27 cut or sold outQ1 23Q2 23: 224 bought or addedQ2 23: 34 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221401
Q1 202319827
Q2 202322434

Biggest buyers

Saba Capital Management, L.P. New +7,069,959+7.1m
Thomas J. Herzfeld Advisors, Inc. Added +4,268,925+4.3m
COMMONWEALTH EQUITY SERVICES, LLC Added +4,145,758+4.1m
Wagner Wealth Management, LLC Added +1,198,790+1.2m
Kestra Advisory Services, LLC New +941,405+941.4k
ENVESTNET ASSET MANAGEMENT INC Added +897,704+897.7k
Cetera Advisor Networks LLC Added +782,755+782.8k
Cambridge Investment Research Advisors, Inc. Added +739,748+739.7k
OSAIC HOLDINGS, INC. Added +718,473+718.5k
LPL Financial LLC Added +609,966+610.0k

Biggest sellers

Almitas Capital LLC Reduced -916,252-916.3k
MERCER GLOBAL ADVISORS INC /ADV Reduced -240,589-240.6k
WEST MICHIGAN ADVISORS, LLC Sold out -235,544-235.5k
National Wealth Management Group, LLC Reduced -49,621-49.6k
Fisher Asset Management, LLC Sold out -44,254-44.3k
Belpointe Asset Management LLC Sold out -28,476-28.5k
M Holdings Securities, Inc. Sold out -27,397-27.4k
Forvis Mazars Wealth Advisors, LLC Reduced -25,578-25.6k
AMERIPRISE FINANCIAL INC Sold out -24,038-24.0k
Patriot Financial Group Insurance Agency, LLC Reduced -22,198-22.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BARINGS LLC 13G · institution +6.2 pts · filed 2026-03-06 32.5% +6.2 pts 130.0k 2026-03-06
GUARDIAN LIFE INSURANCE CO OF AMERICA 13G · institution filed 2025-11-07 21.3% 85.0k 2025-11-07

Fell to 5% or below in the last year: Apollo Management Holdings GP, LLC (0.0%, 2026-05-14), Blue Owl Capital Holdings LP (0.0%, 2026-02-12)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 5 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20235$1.6m0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-09 Franklin Square Holdings, L.P. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 15,458 $4.58 $70.8k15.5k shares +5%
2023-06-09 Forman Michael C. Chief Executive Officer, director · FSH Seed Capital Vehicle I LLC Bought 15,458 $4.58 $70.8k15.5k shares +5%
2023-06-09 FSH SEED CAPITAL VEHICLE I LLC Investment Adviser Affiliate Bought 15,458 $4.58 $70.8k15.5k shares +5%
2023-06-09 Adelman David J. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 15,458 $4.58 $70.8k15.5k shares +5%
2023-06-08 Adelman David J. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 65,606 $4.57 $299.8k65.6k shares +27%
2023-06-08 FSH SEED CAPITAL VEHICLE I LLC Investment Adviser Affiliate Bought 65,606 $4.57 $299.8k65.6k shares +27%
2023-06-08 Forman Michael C. Chief Executive Officer, director · FSH Seed Capital Vehicle I LLC Bought 65,606 $4.57 $299.8k65.6k shares +27%
2023-06-08 Franklin Square Holdings, L.P. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 65,606 $4.57 $299.8k65.6k shares +27%
2023-06-07 Forman Michael C. Chief Executive Officer, director · FSH Seed Capital Vehicle I LLC Bought 47,694 $4.67 $222.7k47.7k shares +25%
2023-06-07 Adelman David J. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 47,694 $4.67 $222.7k47.7k shares +25%
2023-06-07 Franklin Square Holdings, L.P. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 47,694 $4.67 $222.7k47.7k shares +25%
2023-06-07 FSH SEED CAPITAL VEHICLE I LLC Investment Adviser Affiliate Bought 47,694 $4.67 $222.7k47.7k shares +25%
2023-06-07 Nix Robert N.C. III Director Bought 4,295 $4.67 $20.1k4.3k shares new
2023-06-05 Franklin Square Holdings, L.P. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 7,415 $4.57 $33.9k7.4k shares +4%
2023-06-05 Forman Michael C. Chief Executive Officer, director · FSH Seed Capital Vehicle I LLC Bought 7,415 $4.57 $33.9k7.4k shares +4%
2023-06-05 Adelman David J. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 7,415 $4.57 $33.9k7.4k shares +4%
2023-06-05 FSH SEED CAPITAL VEHICLE I LLC Investment Adviser Affiliate Bought 7,415 $4.57 $33.9k7.4k shares +4%
2023-06-05 Clark Della Director Bought 2,164 $4.62 $10.0k2.2k shares new
2023-06-02 Forman Michael C. Chief Executive Officer, director · FSH Seed Capital Vehicle I LLC Bought 67,648 $4.57 $309.2k67.6k shares +57%
2023-06-02 Adelman David J. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 67,648 $4.57 $309.2k67.6k shares +57%
2023-06-02 Franklin Square Holdings, L.P. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 67,648 $4.57 $309.2k67.6k shares +57%
2023-06-02 FSH SEED CAPITAL VEHICLE I LLC Investment Adviser Affiliate Bought 67,648 $4.57 $309.2k67.6k shares +57%
2023-06-01 Franklin Square Holdings, L.P. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 40,000 $4.55 $182.0k40.0k shares +51%
2023-06-01 Adelman David J. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 40,000 $4.55 $182.0k40.0k shares +51%
2023-06-01 FSH SEED CAPITAL VEHICLE I LLC Investment Adviser Affiliate Bought 40,000 $4.55 $182.0k40.0k shares +51%
2023-06-01 Forman Michael C. Chief Executive Officer, director · FSH Seed Capital Vehicle I LLC Bought 40,000 $4.55 $182.0k40.0k shares +51%
2023-05-31 Adelman David J. Investment Adviser Affiliate · By FSH Seed Capital Vehicle I LLC Bought 78,000 $4.48 $349.4k78.0k shares new
2023-05-31 Forman Michael C. Chief Executive Officer, director · FSH Seed Capital Vehicle I LLC Bought 78,000 $4.48 $349.4k78.0k shares new
2023-05-24 Forman Michael C. Chief Executive Officer, director · IRA Bought 5,850 $4.30 $25.2k5.8k shares new
2023-05-22 Hughes Philip E Jr Director Bought 8,000 $4.35 $34.8k8.0k shares +103%

The latest 30 of 31 trades.

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio WALTHAM, MA 14,531,97314.5m $69.0m $69.0m 0.14% Added +4.1m +4,145,758
2 Saba Capital Management, L.P. 1.11% of their portfolio NEW YORK, NY 7,069,9597.1m $33.6m $33.6m 1.11% New
3 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 5,171,9245.2m $24.6m $24.6m 0.11% Added +739.7k +739,748
4 Thomas J. Herzfeld Advisors, Inc. 8.14% of their portfolio MIAMI BEACH, FL 4,303,2554.3m $20.4m $20.4m 8.14% Added +4.3m +4,268,925
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,209,3012.2m $10.5m $10.5m 0.01% Added +610.0k +609,966
6 Wagner Wealth Management, LLC 3.88% of their portfolio GREENVILLE, SC 2,141,9922.1m $10.2m $10.2m 3.88% Added +1.2m +1,198,790
7 Penserra Capital Management LLC 0.17% of their portfolio ORINDA, CA 1,856,3881.9m $8.8m $8.8m 0.17% Added +115.7k +115,718
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 1,817,2391.8m $8.6m $8.6m 0.02% Added +718.5k +718,473
9 Cetera Advisor Networks LLC 0.06% of their portfolio EL SEGUNDO, CA 1,785,6131.8m $8.5m $8.5m 0.06% Added +782.8k +782,755
10 Cetera Advisors LLC 0.09% of their portfolio DENVER, CO 1,228,9431.2m $5.8m $5.8m 0.09% Added +599.0k +598,971
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 1,123,1741.1m $5.3m $5.3m 0.00% Added +897.7k +897,704
12 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 1,020,4401.0m $4.8m $4.8m 0.02% First filing
13 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 941,405941.4k $4.5m $4.5m 0.04% New
14 INDEPENDENT FINANCIAL GROUP, LLC 0.28% of their portfolio SAN DIEGO, CA 844,353844.4k $4.0m $4.0m 0.28% Added +162.1k +162,123
15 Prime Capital Investment Advisors, LLC 0.08% of their portfolio OVERLAND PARK, KS 841,384841.4k $4.0m $4.0m 0.08% Added +375.4k +375,429
16 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 694,899694.9k $3.3m $3.3m 0.00% Added +39.0k +39,050
17 Matisse Capital 1.83% of their portfolio PORTLAND, OR 620,000620.0k $2.9m $2.9m 1.83% Unchanged
18 Ellis Investment Partners, LLC 0.68% of their portfolio Berwyn, PA 582,585582.6k $2.8m $2.8m 0.68% Added +385.4k +385,412
19 CAHABA WEALTH MANAGEMENT, INC. 0.30% of their portfolio Atlanta, GA 581,905581.9k $2.8m $2.8m 0.30% Added +198.8k +198,844
20 CWM, LLC 0.02% of their portfolio OMAHA, NE 572,261572.3k $2.7m $2.7m 0.02% Added +342.2k +342,178
21 Intrua Financial, LLC 0.46% of their portfolio Houston, TX 546,059546.1k $2.6m $2.6m 0.46% Added +191.0k +191,025
22 Trivium Point Advisory, LLC 0.65% of their portfolio WILTON, CT 506,076506.1k $2.4m $2.4m 0.65% Added +148.1k +148,114
23 JB Capital LLC 0.20% of their portfolio WETHERSFIELD, CT 503,082503.1k $2.4m $2.4m 0.20% Added +149.5k +149,482
24 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 457,157457.2k $2.2m $2.2m 0.11% Added +109.2k +109,166
25 Ausdal Financial Partners, Inc. 0.29% of their portfolio Davenport, IA 439,264439.3k $2.1m $2.1m 0.29% Added +24.9k +24,885
26 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 438,900438.9k $2.1m $2.1m 0.02% Added +137.1k +137,112
27 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 414,591414.6k $2.0m $2.0m 0.02% Added +122.7k +122,664
28 Gilbert & Cook, Inc. 0.27% of their portfolio WEST DES MOINES, IA 361,083361.1k $1.7m $1.7m 0.27% Added +90.9k +90,935
29 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 335,119335.1k $1.6m $1.6m 0.01% Added +82.1k +82,067
30 RFG Advisory, LLC 0.07% of their portfolio BIRMINGHAM, AL 333,960334.0k $1.6m $1.6m 0.07% Added +32.2k +32,155
31 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 297,658297.7k $1.4m $1.4m 0.03% Added +116.4k +116,428
32 Alpine Global Management, LLC 0.20% of their portfolio NEW YORK, NY 296,468296.5k $1.4m $1.4m 0.20% New
33 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 291,997292.0k $1.4m $1.4m 0.01% Added +77.1k +77,130
34 SIT INVESTMENT ASSOCIATES INC 0.03% of their portfolio Minneapolis, MN 280,626280.6k $1.3m $1.3m 0.03% New
35 Mariner, LLC 0.00% of their portfolio Overland Park, KS 264,281264.3k $1.3m $1.3m 0.00% Added +206.1k +206,091
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 257,317257.3k $1.2m $1.2m 0.00% Added +194.9k +194,867
37 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 249,969250.0k $1.2m $1.2m 0.06% Added +166.0k +166,038
38 Arete Wealth Advisors, LLC 0.10% of their portfolio CHICAGO, IL 239,697239.7k $1.1m $1.1m 0.10% Added +59.3k +59,292
39 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 215,895215.9k $1.0m $1.0m 0.00% Added +12.1k +12,137
40 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 214,041214.0k $1.0m $1.0m 0.02% Added +96.1k +96,086
41 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 210,757210.8k $1.0m $1.0m 0.00% Added +59.2k +59,188
42 Almitas Capital LLC 0.44% of their portfolio SANTA MONICA, CA 205,615205.6k $1.0m $1.0m 0.44% Reduced -916.3k -916,252
43 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 193,934193.9k $921.2k $921.2k 0.00% Added +121.7k +121,719
44 WealthPlan Investment Management, LLC 0.26% of their portfolio OMAHA, NE 183,460183.5k $871.4k $871.4k 0.26% Added +149.0k +149,005
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 171,180171.2k $813.0k $813.0k 0.00% Added +47.5k +47,466
46 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 162,249162.2k $770.7k $770.7k 0.06% Added +75.4k +75,408
47 PRW Wealth Management LLC 0.27% of their portfolio QUINCY, MA 160,795160.8k $799.2k $799.2k 0.27% Added +45.0k +44,994
48 Concord Wealth Partners 0.16% of their portfolio ABINGDON, VA 158,325158.3k $752.0k $752.0k 0.16% Added +46.3k +46,258
49 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 157,583157.6k $748.5k $748.5k 0.01% Added +39.9k +39,900
50 Winthrop Advisory Group LLC 0.11% of their portfolio BOSTON, MA 142,193142.2k $675.4k $675.4k 0.11% New
51 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 141,956142.0k $674.3k $674.3k 0.06% Added +59.6k +59,600
52 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 133,483133.5k $634.0k $634.0k 0.02% Added +68.6k +68,559
53 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 128,955129.0k $612.5k $612.5k 0.00% Added +33.1k +33,068
54 Patriot Financial Group Insurance Agency, LLC 0.11% of their portfolio Westborough, MA 120,540120.5k $572.6k $572.6k 0.11% Reduced -22.2k -22,198
55 Kathmere Capital Management, LLC 0.09% of their portfolio WAYNE, PA 120,087120.1k $570.4k $570.4k 0.09% Added +40.0k +40,029
56 Strategic Financial Partners, Ltd. 0.32% of their portfolio Bend, OR 117,584117.6k $558.5k $558.5k 0.32% Added +29.2k +29,233
57 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 115,424115.4k $548.3k $548.3k 0.01% New
58 WCG Wealth Advisors LLC 0.06% of their portfolio LAS VEGAS, NV 111,571111.6k $530.0k $530.0k 0.06% Added +51.7k +51,676
59 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 110,868110.9k $526.6k $526.6k 0.02% Added +21.4k +21,360
60 Mason & Associates Inc 0.15% of their portfolio LOS ANGELES, CA 110,528110.5k $525.0k $525.0k 0.15% Added +32.8k +32,790
61 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 107,846107.8k $512.0k $512.0k 0.04% Added +46.2k +46,222
62 Investmark Advisory Group LLC 0.33% of their portfolio Shelton, CT 103,251103.3k $490.4k $490.4k 0.33% Added +65.6k +65,596
63 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 101,892101.9k $485.0k $485.0k 0.01% New
64 CHANNEL WEALTH LLC 0.27% of their portfolio SANTA BARBARA, CA 100,433100.4k $477.1k $477.1k 0.27% Added +27.9k +27,889
65 Sterling Financial Group, Inc. 0.31% of their portfolio PASADENA, CA 98,92998.9k $469.9k $469.9k 0.31% Added +70.3k +70,308
66 Good Life Advisors, LLC 0.05% of their portfolio READING, PA 95,34795.3k $452.9k $452.9k 0.05% Added +32.2k +32,234
67 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 94,85894.9k $450.6k $450.6k 0.05% Added +32.5k +32,544
68 Concord Asset Management, LLC/VA 0.15% of their portfolio ABINGDON, VA 86,98287.0k $413.2k $413.2k 0.15% Added +31.2k +31,231
69 Levy Wealth Management Group, LLC 0.12% of their portfolio PHILADELPHIA, PA 86,65786.7k $411.6k $411.6k 0.12% Added +29.0k +29,046
70 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 86,42286.4k $410.5k $410.5k 0.04% Added +33.9k +33,945
71 Souders Financial Advisors 0.08% of their portfolio CINCINNATI, OH 85,88285.9k $407.9k $407.9k 0.08% Added +28.7k +28,738
72 ROBINSON CAPITAL MANAGEMENT, LLC 0.18% of their portfolio GROSSE POINTE FARMS, MI 83,47783.5k $404.9k $404.9k 0.18% New
73 Dean, Jacobson Financial Services, LLC 0.36% of their portfolio FORT WORTH, TX 83,42183.4k $396.3k $396.3k 0.36% Added +27.8k +27,807
74 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 83,10083.1k $499.8k $499.8k 0.01% Added +51.0k +50,970
75 Rothschild Wealth LLC 0.12% of their portfolio OAK BROOK, IL 82,85782.9k $393.6k $393.6k 0.12% Added +49.9k +49,865
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.05% of their portfolio KOKOMO, IN 82,43882.4k $391.6k $391.6k 0.05% Added +16.9k +16,872
77 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 80,88780.9k $384.2k $384.2k 0.02% New
78 Endowment Wealth Management, Inc. 0.35% of their portfolio APPLETON, WI 79,77179.8k $378.9k $378.9k 0.35% Added +26.6k +26,646
79 Allen Capital Group, LLC 0.07% of their portfolio GRAND ISLAND, NE 79,27279.3k $376.5k $376.5k 0.07% New
80 Naviter Wealth, LLC 0.09% of their portfolio LITTLE ROCK, AR 78,00778.0k $370.5k $370.5k 0.09% New
81 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 77,82277.8k $369.7k $369.7k 0.03% Added +40.2k +40,241
82 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 77,59077.6k $368.6k $368.6k 0.00% Added +16.2k +16,179
83 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 77,59077.6k $368.6k $368.6k 0.00% Added +16.2k +16,179
84 Sanchez Wealth Management Group 0.15% of their portfolio JACKSONVILLE, FL 75,78475.8k $360.0k $360.0k 0.15% Added +21.1k +21,121
85 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 75,31575.3k $357.7k $357.7k 0.01% Added +24.5k +24,508
86 Apeiron RIA LLC 0.12% of their portfolio Dallas, TX 74,75074.8k $355.1k $355.1k 0.12% Added +24.8k +24,797
87 CIC Wealth, LLC 0.12% of their portfolio ROCKVILLE, MD 74,58874.6k $354.3k $354.3k 0.12% Added +10.0k +10,039
88 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 72,49972.5k $344.4k $344.4k 0.00% Added +23.3k +23,319
89 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 72,32372.3k $343.5k $343.5k 0.00% Added +57.9k +57,863
90 Smallwood Wealth Investment Management, LLC 0.31% of their portfolio RED BANK, NJ 72,27772.3k $343.3k $343.3k 0.31% Added +38.9k +38,853
91 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.06% of their portfolio Reston, VA 70,84570.8k $336.5k $336.5k 0.06% Added +22.7k +22,746
92 Atlas Private Wealth Advisors 0.06% of their portfolio RED BANK, NJ 66,45166.5k $315.6k $315.6k 0.06% Added +36.1k +36,133
93 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 64,96565.0k $309.0k $309.0k 0.00% Added +41.4k +41,374
94 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.21% of their portfolio GARDEN CITY, NY 63,98464.0k $303.9k $303.9k 0.21% Added +21.7k +21,656
95 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 61,50461.5k $292.1k $292.1k 0.00% Added +19.0k +18,997
96 Kercheville Advisors, LLC 0.17% of their portfolio San Antonio, TX 58,69858.7k $278.8k $278.8k 0.17% New
97 Marcum Wealth, LLC 0.03% of their portfolio CLEVELAND, OH 57,76357.8k $274.4k $274.4k 0.03% Added +17.4k +17,406
98 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 57,75657.8k $274.3k $274.3k 0.01% New
99 BOS Asset Management, LLC 0.21% of their portfolio SPRINGFIELD, IL 56,65556.7k $269.1k $269.1k 0.21% Added +33.0k +33,035
100 Independent Wealth Network Inc. 0.16% of their portfolio URBANDALE, IA 55,46655.5k $263.5k $263.5k 0.16% Added +19.3k +19,282