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Oklo Inc (OKLO)

CUSIP: 02156V109 | NYSE | Utilities · Utilities - Independent Power Producers | Mid Cap | 1284 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJacob DeWitte20,559,09111.1%−600,000Jul 1, 2026No 13F filer matched
13D/AJacob DeWitte20,559,091
11.1% of class · Jul 1, 2026−600,000
No 13F filer matched

Institutional Holders — Q3 2026

Exchange Traded Concepts, LLC625,866
0.1% of portfolio›$23.2M
Bank of New York Mellon Corp509,276
0.0% of portfolio›$18.9M
Imc-Chicago, LLC496,196
0.0% of portfolio›$18.4M
Mirae Asset Global Investments Co., Ltd.310,194
0.0% of portfolio›$11.5M
United Capital Management of KS, Inc.254,072
1.2% of portfolio›$9.4M
Citigroup Inc218,206
0.0% of portfolio›$8.1M
OpenArc Corporate Advisory, LLC168,914
0.1% of portfolio›$6.3M
AlphaStar Capital Management, LLC121,791
0.3% of portfolio›$4.5M
Cambridge Investment Research Advisors, Inc.109,843
0.0% of portfolio›$4.1M
Westwood Wealth Management93,690
1.0% of portfolio›$3.5M
Leonteq Securities AG88,527
0.1% of portfolio›$3.3M
Commonwealth Equity Services, LLC87,758
0.0% of portfolio›$3.2M
Simplex Trading, LLC86,935
0.0% of portfolio›$3.2M
Destiny Wealth Partners, LLC83,909
0.2% of portfolio›$2.0M
Livforsakringsbolaget Skandia, Omsesidigt77,758
1.1% of portfolio›$32.8M
J. Safra Sarasin Holding AG64,171
0.0% of portfolio›$2.4M
Dimensional Fund Advisors LP58,642
0.0% of portfolio›$2.2M
Alps Advisors Inc58,395
0.0% of portfolio›$2.2M
Creative Planning56,397
0.0% of portfolio›$2.1M
McGuire Investment Group, LLC53,291
0.2% of portfolio›$2.0M
SBI Securities Co., Ltd.52,016
0.0% of portfolio›$1.9M
State of New Jersey Common Pension Fund D50,048
0.0% of portfolio›$1.9M
Compound Planning, Inc.47,750
0.0% of portfolio›$1.8M
Arizona State Retirement System42,955
0.0% of portfolio›$1.6M
Hennion & Walsh Asset Management, Inc.38,497
0.0% of portfolio›$1.4M
Legacy Bridge, LLC38,282
0.5% of portfolio›$1.4M
TB Alternative Assets Ltd.38,021
0.3% of portfolio›$1.4M
Truist Financial Corp36,159
0.0% of portfolio›$1.3M
Spirit of America Management Corp34,550
0.2% of portfolio›$1.3M
Oppenheimer & Co Inc33,518
0.0% of portfolio›$1.2M
Gradient Investments LLC33,447
0.0% of portfolio›$1.2M
Kestra Private Wealth Services, LLC33,208
0.0% of portfolio›$1.2M
Wedbush Securities Inc31,823
0.1% of portfolio›$1.2M
Kestra Advisory Services, LLC30,935
0.0% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC30,356
0.0% of portfolio›$1.0M
Concurrent Investment Advisors, LLC30,029
0.0% of portfolio›$1.1M
Bokf, NA30,000
0.0% of portfolio›$1.1M
Mitsubishi UFJ Asset Management Co., Ltd.29,520
0.0% of portfolio›$1.1M
Kingswood Wealth Advisors, LLC29,509
0.0% of portfolio›$1.1M
Park Avenue Securities LLC28,884
0.0% of portfolio›$1.1M
Pictet Asset Management Holding SA26,609
0.0% of portfolio›$985.1K
Sowell Financial Services LLC25,246
0.0% of portfolio›$934.6K
Rakuten Securities, Inc.21,405
0.2% of portfolio›$792.4K
Triad Wealth Partners, LLC20,874
0.0% of portfolio›$772.8K
Citizens Financial Group Inc20,860
0.0% of portfolio›$772.2K
Prime Capital Investment Advisors, LLC20,807
0.0% of portfolio›$770.3K
Jefferies Financial Group Inc.20,800
0.0% of portfolio›$770.0K
StoneX Group Inc.20,692
0.0% of portfolio›$800.9K
Sepio Capital, LP18,854
0.0% of portfolio›$698.0K
Themes Management Co LLC18,620
0.5% of portfolio›$689.3K
Stiles Financial Services Inc18,450
0.2% of portfolio›$683.0K
Traynor Capital Management, Inc.18,284
0.0% of portfolio›$676.9K
Fulcrum Asset Management LLP17,821
0.0% of portfolio›$661.3K
Larson Financial Group LLC17,514
0.0% of portfolio›$648.4K
Fifth Third Bancorp16,698
0.0% of portfolio›$618.2K
Axxcess Wealth Management, LLC16,403
0.0% of portfolio›$603.5K
Farther Finance Advisors, LLC15,123
0.0% of portfolio›$559.9K
J.W. Cole Advisors, Inc.14,998
0.0% of portfolio›$555.2K
Triton Wealth Management, Pllc14,378
0.1% of portfolio›$333.4K
Evergreen Capital Management LLC13,326
0.0% of portfolio›$493.3K
Vontobel Holding Ltd.13,165
0.0% of portfolio›$487.4K
Quantum Private Wealth, LLC12,496
0.1% of portfolio›$462.6K
AlphaCore Capital LLC11,753
0.0% of portfolio›$435.1K
Rockline Wealth Management, LLC11,328
0.1% of portfolio›$419.4K
Sigma Planning Corp11,034
0.0% of portfolio›$408.5K
NLB Skladi, upravljanje premozenja, d.o.o.11,000
0.0% of portfolio›$407.2K
Inspire Investing, LLC10,910
0.0% of portfolio›$403.9K
Walser Wealth Management Company, A Ltd Liability Co10,732
0.2% of portfolio›$397.3K
BayBridge Capital Group, LLC10,630
0.2% of portfolio›$393.5K
Independent Financial Group, LLC10,616
0.0% of portfolio›$393.0K
SLT Holdings LLC10,500
0.2% of portfolio›$388.7K
Choreo, LLC10,478
0.0% of portfolio›$387.9K
Total Clarity Wealth Management, Inc.10,398
0.1% of portfolio›$384.9K
MRA Advisory Group10,382
0.1% of portfolio›$384.3K
Swiss Life Asset Management Ltd10,312
0.0% of portfolio›$381.8K
Thor Investment Management Inc10,300
0.2% of portfolio›$381.3K
StoneCrest Wealth Management, Inc.10,124
0.1% of portfolio›$374.8K
Canal Insurance Co10,000
0.2% of portfolio›$370.0K
Xponance LLC9,796
0.0% of portfolio›$362.6K
Flagship Harbor Advisors, LLC9,627
0.0% of portfolio›$356.4K
MGO One Seven LLC9,248
0.0% of portfolio›$342.4K
Prospera Financial Services Inc8,915
0.0% of portfolio›$225.1K
D.A. Davidson & Co.8,877
0.0% of portfolio›$328.6K
Koshinski Asset Management, Inc.8,846
0.0% of portfolio›$327.5K
Nfsg Corp8,725
0.0% of portfolio›$323.0K
International Assets Investment Management, LLC8,256
0.0% of portfolio›$298.4K
Nations Financial Group Inc,8,141
0.0% of portfolio›$301.4K
HMS Capital Management, LLC8,117
0.1% of portfolio›$300.5K
Redhawk Wealth Advisors, Inc.7,952
0.0% of portfolio›$294.4K
Bensler, LLC7,861
0.0% of portfolio›$291.0K
Carlson Financial, Inc.7,822
0.2% of portfolio›$289.6K
Legacy Advisors, LLC7,703
0.0% of portfolio›$285.2K
Parallel Advisors, LLC7,697
0.0% of portfolio›$284.9K
Clear Creek Financial Management, LLC7,625
0.0% of portfolio›$282.3K
Maryland State Retirement & Pension System7,468
0.0% of portfolio›$276.5K
IFP Advisors, Inc7,408
0.0% of portfolio›$274.2K
Apollon Wealth Management, LLC7,330
0.0% of portfolio›$271.4K
LeConte Wealth Management, LLC7,298
0.1% of portfolio›$270.2K
HUB Investment Partners, LLC7,208
0.0% of portfolio›$266.8K
First National Trust Co7,150
0.0% of portfolio›$264.7K
Intesa Sanpaolo Wealth Management7,000
0.0% of portfolio›$259.1K
Keystone Wealth Services, LLC6,850
0.0% of portfolio›$254.2K
Powell Investment Advisors, LLC6,735
0.1% of portfolio›$249.3K
WJ Wealth Management, LLC6,585
0.1% of portfolio›$243.8K
PDS Planning, Inc6,525
0.0% of portfolio›$241.6K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6,441
0.0% of portfolio›$238.4K
CoreCap Advisors, LLC6,346
0.0% of portfolio›$234.9K
Amalgamated Bank6,315
0.0% of portfolio›$234.0K
VestGen Advisors, LLC6,099
0.0% of portfolio›$225.8K
Accel Wealth Management6,040
0.0% of portfolio›$223.6K
US Bancorp \de\5,978
0.0% of portfolio›$221.3K
Kaizen Financial Strategies5,968
0.1% of portfolio›$220.9K
Capital Investment Advisory Services, LLC5,923
0.0% of portfolio›$219.3K
Benin Management Corp5,800
0.0% of portfolio›$214.7K
Insight Advisors, LLC/ PA5,754
0.0% of portfolio›$213.0K
Carnegie Investment Counsel5,725
0.0% of portfolio›$211.9K
Gerber Kawasaki Wealth & Investment Management5,698
0.0% of portfolio›$211.0K
First Business Financial Services, Inc.5,650
0.0% of portfolio›$209.2K
Strategic Blueprint, LLC5,512
0.0% of portfolio›$204.0K
BankChampaign, National Association5,490
0.2% of portfolio›$203.2K
Acropolis Investment Management, LLC5,019
0.0% of portfolio›$185.8K
BI Asset Management Fondsmaeglerselskab A/S4,677
0.0% of portfolio›$173.0K
KBC Group NV4,293
0.0% of portfolio›$159.0K
Nova Financial LLC4,260
0.1% of portfolio›$157.7K
Wealth Analytics Partners, LLC4,059
0.1% of portfolio›$150.3K
Sterling Capital Management LLC4,041
0.0% of portfolio›$149.6K
Meriwether Wealth & Planning, LLC3,810
0.1% of portfolio›$141.0K
Parkside Financial Bank & Trust3,475
0.0% of portfolio›$128.6K
Compagnie Lombard Odier SCmA3,000
0.0% of portfolio›$111.1K
Kozak & Associates, Inc.2,700
0.0% of portfolio›$73.2K
Wolff Wiese Magana LLC2,474
0.0% of portfolio›$91.6K
Polaris Financial Partners2,460
0.0% of portfolio›$93
Signaturefd, LLC2,362
0.0% of portfolio›$87.4K
Quaker Wealth Management, LLC2,303
0.0% of portfolio›$85.3K
Cassaday & Co Wealth Management LLC2,000
0.0% of portfolio›$74.0K
Strs Ohio1,931
0.0% of portfolio›$71.5K
GK Wealth Management LLC1,865
0.0% of portfolio›$69.0K
Ascentis Independent Advisors1,857
0.0% of portfolio›$68.7K
Harbor Capital Advisors, Inc.1,854
0.0% of portfolio›$69.0K
Spire Wealth Management1,843
0.0% of portfolio›$68.2K
OP Asset Management Ltd1,823
0.0% of portfolio›$67.5K
Creative Financial Designs Inc1,819
0.0% of portfolio›$67.3K
Midwest Capital Advisors, LLC1,805
0.0% of portfolio›$66.8K
Pilgrim Partners Asia Pte Ltd1,660
0.0% of portfolio›$61.5K
EverSource Wealth Advisors, LLC1,523
0.0% of portfolio›$56.4K
SJS Investment Consulting Inc.1,308
0.0% of portfolio›$48.4K
Eastern Bank1,285
0.0% of portfolio›$47.6K
TD Waterhouse Canada Inc.1,124
0.0% of portfolio›$40.6K
FNY Investment Advisers, LLC1,100
0.0% of portfolio›$40
Old Second National Bank of Aurora1,029
0.0% of portfolio›$38.1K
Stone House Investment Management, LLC1,028
0.0% of portfolio›$38.1K
Rossby Financial, LCC1,000
0.0% of portfolio›$37.0K
CrossGen Wealth, LLC889
0.0% of portfolio›$32.9K
GGM Financial LLC886
0.0% of portfolio›$32.8K
Mosley Wealth Management800
0.0% of portfolio›$24.0K
Financial Consulate, Inc800
0.0% of portfolio›$29.6K
Elevation Wealth Partners, LLC745
0.0% of portfolio›$27.6K
Jacobi Capital Management LLC723
0.0% of portfolio›$26.8K
Thompson Investment Management, Inc.690
0.0% of portfolio›$25.5K
Comprehensive Financial Planning, Inc.665
0.0% of portfolio›$24.6K
Lanark Financial, Inc.650
0.0% of portfolio›$24.1K
Highline Wealth Partners LLC598
0.0% of portfolio›$22.1K
Strategic Advocates LLC596
0.1% of portfolio›$22.1K
Caitong International Asset Management Co., Ltd592
0.0% of portfolio›$21.9K
Gamma Investing LLC589
0.0% of portfolio›$21.8K
Alta Capital Management LLC/577
0.0% of portfolio›$21.4K
NBH Bank550
0.0% of portfolio›$20.4K
Vision Financial Markets LLC525
0.0% of portfolio›$19.0K
Vermillion Wealth Management, Inc.500
0.0% of portfolio›$18.5K
Costello Asset Management, Inc500
0.0% of portfolio›$18.5K
Cornerstone National Bank & Trust Co500
0.0% of portfolio›$18.1K
Alliance Wealth Advisors, LLC500
0.0% of portfolio›$18.5K
WPG Advisers, LLC500
0.0% of portfolio›$18.5K
Heritage Family Offices, LLP465
0.0% of portfolio›$17.2K
Hilton Head Capital Partners, LLC440
0.0% of portfolio›$16.3K
Manchester Capital Management LLC430
0.0% of portfolio›$15.9K
Balance Wealth Partners LLC425
0.0% of portfolio›$15.7K
Triumph Capital Management411
0.0% of portfolio›$15.2K
Nvwm, LLC407
0.0% of portfolio›$15.1K
Tradewinds Capital Management, LLC402
0.0% of portfolio›$14.9K
Noble Wealth Management PBC400
0.0% of portfolio›$14.8K
Blue Trust, Inc.382
0.0% of portfolio›$14.1K
Westside Investment Management, Inc.380
0.0% of portfolio›$13.9K
DeDora Capital, Inc.352
0.0% of portfolio›$13.0K
Ares Financial Consulting, LLC350
0.0% of portfolio›$13.0K
Salomon & Ludwin, LLC330
0.0% of portfolio›$12.2K
Essential Partners LLC330
0.0% of portfolio›$12.2K
Gilpin Wealth Management, LLC320
0.0% of portfolio›$11.8K
Hurley Capital, LLC300
0.0% of portfolio›$11.1K
Signature Equity Partners, LLC285
0.0% of portfolio›$10.6K
State of Alaska, Department of Revenue276
0.0% of portfolio›$10
GoalVest Advisory LLC274
0.0% of portfolio›$10.1K
Hilltop National Bank267
0.0% of portfolio›$9.9K
Wilmington Savings Fund Society, FSB265
0.0% of portfolio›$9.8K
Compass Financial Management LLC261
0.0% of portfolio›$9.7K
Latitude Advisors, LLC261
0.0% of portfolio›$9.7K
Nemes Rush Group LLC250
0.0% of portfolio›$9.3K
Lodestone Wealth Management LLC240
0.0% of portfolio›$8.9K
Vima LLC235
0.0% of portfolio›$8.7K
Oakworth Capital, Inc.233
0.0% of portfolio›$8.6K
Rydar Equities, Inc.200
0.0% of portfolio›$7.4K
POM Investment Strategies, LLC200
0.0% of portfolio›$7.4K
Ascentis Wealth Management, LLC188
0.0% of portfolio›$7.0K
Financial Management Professionals, Inc.171
0.0% of portfolio›$6.3K
Assetmark, Inc167
0.0% of portfolio›$6.2K
Private Trust Co NA166
0.0% of portfolio›$6.1K
Bear Mountain Capital, Inc.150
0.0% of portfolio›$4.2K
Kingdom Financial Group Llc.143
0.0% of portfolio›$5.3K
Madden Securities Corp140
0.0% of portfolio›$5.2K
Covestor Ltd131
0.0% of portfolio›$5
James T. Borello RIA126
0.0% of portfolio›$4.7K
Fortitude Family Office, LLC116
0.0% of portfolio›$4.3K
Key FInancial Inc110
0.0% of portfolio›$4.1K
Strengthening Families & Communities, LLC110
0.0% of portfolio›$4.1K
Main Street Group, LTD109
0.0% of portfolio›$4.0K
Hara Capital LLC100
0.0% of portfolio›$3.7K
Birchbrook, Inc.100
0.0% of portfolio›$3.7K
Markowski Investments100
0.0% of portfolio›$3.7K
Kings Path Partners LLC100
0.0% of portfolio›$3.7K
TFC Financial Management, Inc.100
0.0% of portfolio›$3.7K
Sfam, LLC100
0.0% of portfolio›$3.7K
Chung Wu Investment Group, LLC100
0.0% of portfolio›$3.7K
Barrett & Company, Inc.95
0.0% of portfolio›$3.5K
MassMutual Private Wealth & Trust, FSB92
0.0% of portfolio›$3.4K
Torren Management, LLC80
0.0% of portfolio›$3.0K
Signature Resources Capital Management, LLC76
0.0% of portfolio›$2.8K
Tower Trust & Investment Co68
0.0% of portfolio›$2.5K
Putney Financial Group LLC66
0.0% of portfolio›$2.4K
Versant Capital Management, Inc66
0.0% of portfolio›$2.4K
Private Wealth Management Group, LLC61
0.0% of portfolio›$2.3K
Silver Grove Financial Group, Inc.57
0.0% of portfolio›$2.1K
City Holding Co57
0.0% of portfolio›$2.1K
Golden State Wealth Management, LLC55
0.0% of portfolio›$2.0K
First Command Advisory Services, Inc.53
0.0% of portfolio›$2.0K
Center for Financial Planning, Inc.50
0.0% of portfolio›$1.9K
Gables Capital Management Inc.50
0.0% of portfolio›$1.9K
Murphy & Mullick Capital Management Corp50
0.0% of portfolio›$1.9K
Cromwell Holdings LLC48
0.0% of portfolio›$1.8K
CX Institutional45
0.0% of portfolio›$2
Pinnacle Bancorp, Inc.45
0.0% of portfolio›$1.7K
Elyxium Wealth, LLC44
0.0% of portfolio›$1.6K
Planning Strategies Inc.39
0.0% of portfolio›$1.4K
Mather Group, Llc.37
0.0% of portfolio›$1.4K
Entrust Financial LLC35
0.0% of portfolio›$1.3K
Kennebec Savings Bank35
0.0% of portfolio›$1.3K
American Capital Advisory, LLC34
0.0% of portfolio›$1.3K
Hazlett, Burt & Watson, Inc.30
0.0% of portfolio›$1
Hughes Financial Services, LLC30
0.0% of portfolio›$804
Trust Co of Vermont28
0.0% of portfolio›$1.0K
Retirement Wealth Solutions LLC27
0.0% of portfolio›$1.0K
Root Financial Partners, LLC26
0.0% of portfolio›$963
Laurel Wealth Advisors LLC25
0.0% of portfolio›$926
CKW Financial Group25
0.0% of portfolio›$1
Pinnacle Wealth Planning Services, Inc.25
0.0% of portfolio›$926
Physician Wealth Advisors, Inc.24
0.0% of portfolio›$889
Nisa Investment Advisors, LLC23
0.0% of portfolio›$851
Harbor Investment Advisory, LLC17
0.0% of portfolio›$629
MV Capital Management, Inc.17
0.0% of portfolio›$630
GHP Investment Advisors, Inc.16
0.0% of portfolio›$593
Provenance Wealth Advisors, LLC16
0.0% of portfolio›$592
TD Private Client Wealth LLC16
0.0% of portfolio›$592
North Star Investment Management Corp.15
0.0% of portfolio›$555
Plante Moran Financial Advisors, LLC10
0.0% of portfolio›$370
Toth Financial Advisory Corp10
0.0% of portfolio›$371
Independence Bank of Kentucky10
0.0% of portfolio›$370
Investment Research & Advisory Group, Inc.9
0.0% of portfolio›$333
Adirondack Trust Co9
0.0% of portfolio›$333
Mainstream Capital Management LLC8
0.0% of portfolio›$296
City State Bank4
0.0% of portfolio›$148
Essential Investment Partners LLC3
0.0% of portfolio›$111
Financially Speaking Inc2
0.0% of portfolio›$75
Accordant Advisory Group Inc2
0.0% of portfolio›$75
StyleTurnoverLocationFiled
Exchange Traded Concepts, LLC
625,866$23.2M0.1%GrowthMediumOklahoma City, OK2026-10-28
Bank of New York Mellon Corp
509,276$18.9M0.0%CoreLowNew York, NY2026-11-05
Imc-Chicago, LLC
496,196$18.4M0.0%GARPVery HighChicago, IL2026-11-05
Mirae Asset Global Investments Co., Ltd.
310,194$11.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
United Capital Management of KS, Inc.
254,072$9.4M1.2%GrowthMediumSalina, KS2026-11-04
Citigroup Inc
218,206$8.1M0.0%CoreMediumNew York, NY2026-11-04
OpenArc Corporate Advisory, LLC
168,914$6.3M0.1%GrowthLowAtlanta, GA2026-10-21
AlphaStar Capital Management, LLC
121,791$4.5M0.3%ETFMediumCornelius, NC2026-10-16
Cambridge Investment Research Advisors, Inc.
109,843$4.1M0.0%ETFLowFairfield, IA2026-11-02
Westwood Wealth Management
93,690$3.5M1.0%Agg GrowthHighLos Angeles, CA2026-10-29
Leonteq Securities AG
88,527$3.3M0.1%CoreHighZurich, Switzerland2026-10-29
Commonwealth Equity Services, LLC
87,758$3.2M0.0%ETFLowWaltham, MA2026-11-02
Simplex Trading, LLC
86,935$3.2M0.0%CoreVery HighChicago, IL2026-11-04
Destiny Wealth Partners, LLC
83,909$2.0M0.2%ETFMediumTavares, FL2026-11-05
Livforsakringsbolaget Skandia, Omsesidigt
77,758$32.8M1.1%GrowthMediumStockholm, Sweden2026-10-21
J. Safra Sarasin Holding AG
64,171$2.4M0.0%CoreMediumBasel, Switzerland2026-10-26
Dimensional Fund Advisors LP
58,642$2.2M0.0%IndexLowAustin, TX2026-11-04
Alps Advisors Inc
58,395$2.2M0.0%YieldLowDenver, CO2026-11-03
Creative Planning
56,397$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
McGuire Investment Group, LLC
53,291$2.0M0.2%Agg GrowthLowWakefield, RI2026-10-23
SBI Securities Co., Ltd.
52,016$1.9M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
State of New Jersey Common Pension Fund D
50,048$1.9M0.0%CoreLowTrenton, NJ2026-11-05
Compound Planning, Inc.
47,750$1.8M0.0%CoreLowNew York, NY2026-11-05
Arizona State Retirement System
42,955$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Hennion & Walsh Asset Management, Inc.
38,497$1.4M0.0%ValueMediumParsippany, NJ2026-10-13
Legacy Bridge, LLC
38,282$1.4M0.5%GrowthVery LowWest Des Moines, IA2026-10-28
TB Alternative Assets Ltd.
38,021$1.4M0.3%Agg GrowthVery HighHong Kong, South Korea2026-10-16
Truist Financial Corp
36,159$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Spirit of America Management Corp
34,550$1.3M0.2%GARPLowSyosset, NY2026-10-14
Oppenheimer & Co Inc
33,518$1.2M0.0%CoreLowNew York, NY2026-10-26
Gradient Investments LLC
33,447$1.2M0.0%CoreMediumArden Hills, MN2026-10-08
Kestra Private Wealth Services, LLC
33,208$1.2M0.0%GrowthLowAustin, TX2026-10-30
Wedbush Securities Inc
31,823$1.2M0.1%CoreLowPasadena, CA2026-10-22
Kestra Advisory Services, LLC
30,935$1.1M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
30,356$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
30,029$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Bokf, NA
30,000$1.1M0.0%CoreLowTulsa, OK2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
29,520$1.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Kingswood Wealth Advisors, LLC
29,509$1.1M0.0%GrowthLowSan Diego, CA2026-10-23
Park Avenue Securities LLC
28,884$1.1M0.0%ETFMediumNew York, NY2026-10-26
Pictet Asset Management Holding SA
26,609$985.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sowell Financial Services LLC
25,246$934.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Rakuten Securities, Inc.
21,405$792.4K0.2%Agg GrowthHighTokyo, Mexico2026-11-02
Triad Wealth Partners, LLC
20,874$772.8K0.0%ETFMediumLawrence, KS2026-10-26
Citizens Financial Group Inc
20,860$772.2K0.0%GrowthLowProvidence, RI2026-10-23
Prime Capital Investment Advisors, LLC
20,807$770.3K0.0%ETFLowOverland Park, KS2026-10-20
Jefferies Financial Group Inc.
20,800$770.0K0.0%CoreVery HighNew York, NY2026-11-05
StoneX Group Inc.
20,692$800.9K0.0%ETFMediumNew York, NY2026-11-03
Sepio Capital, LP
18,854$698.0K0.0%ETFLowSalt Lake City, UT2026-10-22
Themes Management Co LLC
18,620$689.3K0.5%GARPMediumGreenwich, CT2026-10-29
Stiles Financial Services Inc
18,450$683.0K0.2%GrowthLowEdina, MN2026-10-30
Traynor Capital Management, Inc.
18,284$676.9K0.0%GrowthLowMalvern, PA2026-10-29
Fulcrum Asset Management LLP
17,821$661.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Larson Financial Group LLC
17,514$648.4K0.0%GrowthLowSt Louis, MO2026-11-05
Fifth Third Bancorp
16,698$618.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Axxcess Wealth Management, LLC
16,403$603.5K0.0%CoreLowCarlsbad, CA2026-10-21
Farther Finance Advisors, LLC
15,123$559.9K0.0%IndexLowSan Francisco, CA2026-10-08
J.W. Cole Advisors, Inc.
14,998$555.2K0.0%IndexLowTampa, FL2026-11-05
Triton Wealth Management, Pllc
14,378$333.4K0.1%ETFMediumSun City, AZ2026-11-04
Evergreen Capital Management LLC
13,326$493.3K0.0%GARPMediumBellevue, WA2026-10-23
Vontobel Holding Ltd.
13,165$487.4K0.0%CoreMediumZurich, Switzerland2026-10-16
Quantum Private Wealth, LLC
12,496$462.6K0.1%GrowthLowTampa, FL2026-10-20
AlphaCore Capital LLC
11,753$435.1K0.0%ETFLowLa Jolla, CA2026-11-04
Rockline Wealth Management, LLC
11,328$419.4K0.1%GrowthLowIslip Terrace, NY2026-10-26
Sigma Planning Corp
11,034$408.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
11,000$407.2K0.0%GrowthLowLjubljana, Andorra2026-10-22
Inspire Investing, LLC
10,910$403.9K0.0%GARPHighMeridian, ID2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
10,732$397.3K0.2%GrowthHighTampa, FL2026-10-15
BayBridge Capital Group, LLC
10,630$393.5K0.2%GARPMediumLivermore, CA2026-10-13
Independent Financial Group, LLC
10,616$393.0K0.0%GrowthLowSan Diego, CA2026-10-13
SLT Holdings LLC
10,500$388.7K0.2%GrowthMediumScottsdale, AZ2026-10-15
Choreo, LLC
10,478$387.9K0.0%IndexLowRockford, IL2026-10-28
Total Clarity Wealth Management, Inc.
10,398$384.9K0.1%ETFMediumSt. Charles, IL2026-10-26
MRA Advisory Group
10,382$384.3K0.1%ETFMediumParsippany, NJ2026-10-07
Swiss Life Asset Management Ltd
10,312$381.8K0.0%CoreLowZurich, Switzerland2026-11-03
Thor Investment Management Inc
10,300$381.3K0.2%ValueLowCincinnati, OH2026-10-13
StoneCrest Wealth Management, Inc.
10,124$374.8K0.1%ETFMediumChandler, AZ2026-11-03
Canal Insurance Co
10,000$370.0K0.2%YieldVery LowGreenville, SC2026-10-20
Xponance LLC
9,796$362.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Flagship Harbor Advisors, LLC
9,627$356.4K0.0%ETFMediumBoston, MA2026-10-26
MGO One Seven LLC
9,248$342.4K0.0%GrowthLowBeachwood, OH2026-10-28
Prospera Financial Services Inc
8,915$225.1K0.0%CoreMediumDallas, TX2026-11-04
D.A. Davidson & Co.
8,877$328.6K0.0%CoreLowGreat Falls, MT2026-10-28
Koshinski Asset Management, Inc.
8,846$327.5K0.0%ETFLowDecatur, IL2026-10-29
Nfsg Corp
8,725$323.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
International Assets Investment Management, LLC
8,256$298.4K0.0%CoreVery HighOrlando, FL2026-11-02
Nations Financial Group Inc,
8,141$301.4K0.0%CoreLowCedar Rapids, IA2026-11-05
HMS Capital Management, LLC
8,117$300.5K0.1%GrowthMediumNashville, TN2026-10-20
Redhawk Wealth Advisors, Inc.
7,952$294.4K0.0%ETFHighMinneapolis, MN2026-10-14
Bensler, LLC
7,861$291.0K0.0%MomentumMediumBellevue, WA2026-11-05
Carlson Financial, Inc.
7,822$289.6K0.2%GrowthLowCanby, OR2026-11-05
Legacy Advisors, LLC
7,703$285.2K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Parallel Advisors, LLC
7,697$284.9K0.0%IndexLowSan Francisco, CA2026-11-03
Clear Creek Financial Management, LLC
7,625$282.3K0.0%ETFMediumSilverdale, WA2026-10-28
Maryland State Retirement & Pension System
7,468$276.5K0.0%IndexVery LowBaltimore, MD2026-11-05
IFP Advisors, Inc
7,408$274.2K0.0%GrowthLowTampa, FL2026-10-16
Apollon Wealth Management, LLC
7,330$271.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
LeConte Wealth Management, LLC
7,298$270.2K0.1%GrowthMediumMaryville, TN2026-10-20
HUB Investment Partners, LLC
7,208$266.8K0.0%GrowthLowAustin, TX2026-11-03
First National Trust Co
7,150$264.7K0.0%GrowthLowJohnstown, PA2026-10-28
Intesa Sanpaolo Wealth Management
7,000$259.1K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Keystone Wealth Services, LLC
6,850$254.2K0.0%ETFHighPalm Desert, CA2026-11-03
Powell Investment Advisors, LLC
6,735$249.3K0.1%ETFVery LowMiami, FL2026-10-22
WJ Wealth Management, LLC
6,585$243.8K0.1%ETFMediumGlendale, AZ2026-11-03
PDS Planning, Inc
6,525$241.6K0.0%IndexVery LowDublin, OH2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
6,441$238.4K0.0%ETFMediumWestlake, OH2026-10-14
CoreCap Advisors, LLC
6,346$234.9K0.0%ETFMediumSouthfield, MI2026-10-08
Amalgamated Bank
6,315$234.0K0.0%CoreVery LowNew York, NY2026-10-23
VestGen Advisors, LLC
6,099$225.8K0.0%GrowthMediumChicago, IL2026-10-27
Accel Wealth Management
6,040$223.6K0.0%ETFLowWaverly, IA2026-10-13
US Bancorp \de\
5,978$221.3K0.0%IndexLowMinneapolis, MN2026-11-05
Kaizen Financial Strategies
5,968$220.9K0.1%ETFMediumCampbell, CA2026-10-09
Capital Investment Advisory Services, LLC
5,923$219.3K0.0%CoreMediumRaleigh, NC2026-10-30
Benin Management Corp
5,800$214.7K0.0%CoreVery LowRedding, CT2026-10-22
Insight Advisors, LLC/ PA
5,754$213.0K0.0%ETFMediumNewtown, PA2026-10-22
Carnegie Investment Counsel
5,725$211.9K0.0%CoreLowPepper Pike, OH2026-10-20
Gerber Kawasaki Wealth & Investment Management
5,698$211.0K0.0%ETFLowSanta Monica, CA2026-10-29
First Business Financial Services, Inc.
5,650$209.2K0.0%ETFVery LowMadison, WI2026-10-29
Strategic Blueprint, LLC
5,512$204.0K0.0%ETFLowAtlanta, GA2026-10-22
BankChampaign, National Association
5,490$203.2K0.2%GrowthMediumChampaign, IL2026-10-19
Acropolis Investment Management, LLC
5,019$185.8K0.0%ETFLowSt. Louis, MO2026-10-08
BI Asset Management Fondsmaeglerselskab A/S
4,677$173.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
KBC Group NV
4,293$159.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Nova Financial LLC
4,260$157.7K0.1%N/AN/ATucson, AZ2026-11-04
Wealth Analytics Partners, LLC
4,059$150.3K0.1%ETFVery LowSan Diego, CA2026-10-19
Sterling Capital Management LLC
4,041$149.6K0.0%GARPMediumCharlotte, NC2026-10-22
Meriwether Wealth & Planning, LLC
3,810$141.0K0.1%ETFMediumMinden, LA2026-10-13
Parkside Financial Bank & Trust
3,475$128.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Compagnie Lombard Odier SCmA
3,000$111.1K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Kozak & Associates, Inc.
2,700$73.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Wolff Wiese Magana LLC
2,474$91.6K0.0%GrowthLowCarslbad, CA2026-10-15
Polaris Financial Partners
2,460$930.0%GrowthN/AWesterville, OH2026-10-02
Signaturefd, LLC
2,362$87.4K0.0%IndexLowAtlanta, GA2026-10-23
Quaker Wealth Management, LLC
2,303$85.3K0.0%ETFMediumMoorestown, NJ2026-10-22
Cassaday & Co Wealth Management LLC
2,000$74.0K0.0%ETFVery LowMclean, VA2026-10-27
Strs Ohio
1,931$71.5K0.0%CoreMediumColumbus, OH2026-10-30
GK Wealth Management LLC
1,865$69.0K0.0%GARPVery HighReno, NV2026-10-09
Ascentis Independent Advisors
1,857$68.7K0.0%ETFLowDallas, TX2026-11-03
Harbor Capital Advisors, Inc.
1,854$69.0K0.0%ValueHighChicago, IL2026-10-22
Spire Wealth Management
1,843$68.2K0.0%GrowthMediumMclean, VA2026-10-30
OP Asset Management Ltd
1,823$67.5K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Creative Financial Designs Inc
1,819$67.3K0.0%ETFMediumKokomo, IN2026-11-04
Midwest Capital Advisors, LLC
1,805$66.8K0.0%ETFHighGrand Rapids, MI2026-11-04
Pilgrim Partners Asia Pte Ltd
1,660$61.5K0.0%ETFMediumSingapore, Turkey2026-10-29
EverSource Wealth Advisors, LLC
1,523$56.4K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
1,308$48.4K0.0%ETFVery LowSylvania, OH2026-10-26
Eastern Bank
1,285$47.6K0.0%GrowthMediumBoston, MA2026-10-05
TD Waterhouse Canada Inc.
1,124$40.6K0.0%CoreLowToronto, Australia2026-10-16
FNY Investment Advisers, LLC
1,100$400.0%GrowthVery HighNew York, NY2026-10-16
Old Second National Bank of Aurora
1,029$38.1K0.0%CoreLowAurora, IL2026-10-22
Stone House Investment Management, LLC
1,028$38.1K0.0%ETFMediumTunkhannock, PA2026-10-23
Rossby Financial, LCC
1,000$37.0K0.0%ETFMediumMelbourne, FL2026-11-05
CrossGen Wealth, LLC
889$32.9K0.0%CoreVery LowGreenville, NC2026-10-30
GGM Financial LLC
886$32.8K0.0%ETFMediumColumbus, OH2026-11-05
Mosley Wealth Management
800$24.0K0.0%ETFHighAnaheim, CA2026-10-16
Financial Consulate, Inc
800$29.6K0.0%ETFLowHunt Valley, MD2026-10-23
Elevation Wealth Partners, LLC
745$27.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Jacobi Capital Management LLC
723$26.8K0.0%CoreLowPittston, PA2026-11-05
Thompson Investment Management, Inc.
690$25.5K0.0%ValueMediumMadison, WI2026-10-14
Comprehensive Financial Planning, Inc.
665$24.6K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Lanark Financial, Inc.
650$24.1K0.0%CoreMediumBirmingham, AL2026-10-26
Highline Wealth Partners LLC
598$22.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Strategic Advocates LLC
596$22.1K0.1%GrowthLowSacramento, CA2026-11-03
Caitong International Asset Management Co., Ltd
592$21.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gamma Investing LLC
589$21.8K0.0%IndexVery LowFoster City, CA2026-10-08
Alta Capital Management LLC/
577$21.4K0.0%GrowthMediumSalt Lake City, UT2026-10-26
NBH Bank
550$20.4K0.0%CoreN/AGreenwood Village, CO2026-11-05
Vision Financial Markets LLC
525$19.0K0.0%CoreLowStamford, CT2026-10-22
Vermillion Wealth Management, Inc.
500$18.5K0.0%ValueLowRosemount, MN2026-10-26
Costello Asset Management, Inc
500$18.5K0.0%CoreLowFeasterville, PA2026-10-30
Cornerstone National Bank & Trust Co
500$18.1K0.0%ETFMediumPalatine, IL2026-10-20
Alliance Wealth Advisors, LLC
500$18.5K0.0%CoreVery LowScranton, PA2026-10-14
WPG Advisers, LLC
500$18.5K0.0%CoreLowBaltimore, MD2026-10-27
Heritage Family Offices, LLP
465$17.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Hilton Head Capital Partners, LLC
440$16.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Manchester Capital Management LLC
430$15.9K0.0%CoreLowManchester, VT2026-10-22
Balance Wealth Partners LLC
425$15.7K0.0%ETFMediumWorthington, OH2026-10-27
Triumph Capital Management
411$15.2K0.0%ETFMediumDenver, CO2026-10-14
Nvwm, LLC
407$15.1K0.0%GrowthMediumYardley, PA2026-10-14
Tradewinds Capital Management, LLC
402$14.9K0.0%ETFVery HighBellingham, WA2026-10-23
Noble Wealth Management PBC
400$14.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Blue Trust, Inc.
382$14.1K0.0%ETFLowBrentwood, TN2026-10-15
Westside Investment Management, Inc.
380$13.9K0.0%GrowthLowSanta Monica, CA2026-11-02
DeDora Capital, Inc.
352$13.0K0.0%ETFVery LowNapa, CA2026-10-26
Ares Financial Consulting, LLC
350$13.0K0.0%CoreLowCalabasas, CA2026-10-19
Salomon & Ludwin, LLC
330$12.2K0.0%ETFVery LowRichmond, VA2026-10-29
Essential Partners LLC
330$12.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Gilpin Wealth Management, LLC
320$11.8K0.0%GrowthLowDenver, CO2026-10-09
Hurley Capital, LLC
300$11.1K0.0%GARPMediumNew York, NY2026-11-05
Signature Equity Partners, LLC
285$10.6K0.0%GrowthMediumColumbus, OH2026-10-29
State of Alaska, Department of Revenue
276$100.0%CoreVery LowJuneau, AK2026-10-15
GoalVest Advisory LLC
274$10.1K0.0%ETFMediumNew York, NY2026-10-02
Hilltop National Bank
267$9.9K0.0%CoreLowCasper, WY2026-10-14
Wilmington Savings Fund Society, FSB
265$9.8K0.0%CoreLowWilmington, DE2026-10-23
Compass Financial Management LLC
261$9.7K0.0%CoreN/ATampa, FL2026-10-30
Latitude Advisors, LLC
261$9.7K0.0%ETFLowYorkville, IL2026-10-27
Nemes Rush Group LLC
250$9.3K0.0%CoreVery LowNovi, MI2026-11-04
Lodestone Wealth Management LLC
240$8.9K0.0%CoreLowSpokane, WA2026-10-14
Vima LLC
235$8.7K0.0%CoreLowTroy, MI2026-10-23
Oakworth Capital, Inc.
233$8.6K0.0%ETFLowBirmingham, AL2026-10-26
Rydar Equities, Inc.
200$7.4K0.0%CoreVery LowWeatherford, TX2026-10-13
POM Investment Strategies, LLC
200$7.4K0.0%ETFVery HighRaleigh, NC2026-10-20
Ascentis Wealth Management, LLC
188$7.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Financial Management Professionals, Inc.
171$6.3K0.0%ETFMediumAustin, TX2026-10-23
Assetmark, Inc
167$6.2K0.0%ETFLowConcord, CA2026-10-21
Private Trust Co NA
166$6.1K0.0%CoreLowCleveland, OH2026-10-20
Bear Mountain Capital, Inc.
150$4.2K0.0%ETFLowSeattle, WA2026-11-04
Kingdom Financial Group Llc.
143$5.3K0.0%ETFMediumPeoria, AZ2026-11-04
Madden Securities Corp
140$5.2K0.0%GrowthMediumDallas, TX2026-10-27
Covestor Ltd
131$50.0%ValueHighLondon, United Kingdom2026-10-30
James T. Borello RIA
126$4.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Fortitude Family Office, LLC
116$4.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Key FInancial Inc
110$4.1K0.0%ETFLowWest Chester, PA2026-11-02
Strengthening Families & Communities, LLC
110$4.1K0.0%CoreMediumBoston, MA2026-10-21
Main Street Group, LTD
109$4.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Hara Capital LLC
100$3.7K0.0%Deep ValueMediumBellevue, WA2026-10-30
Birchbrook, Inc.
100$3.7K0.0%ETFLowBangor, ME2026-10-14
Markowski Investments
100$3.7K0.0%ETFN/ATampa, FL2026-10-30
Kings Path Partners LLC
100$3.7K0.0%ETFVery LowSugar Land, TX2026-10-21
TFC Financial Management, Inc.
100$3.7K0.0%ETFVery LowBoston, MA2026-10-26
Sfam, LLC
100$3.7K0.0%ETFVery LowElmhurst, IL2026-11-03
Chung Wu Investment Group, LLC
100$3.7K0.0%GrowthMediumSugar Land, TX2026-11-03
Barrett & Company, Inc.
95$3.5K0.0%ETFLowProvidence, RI2026-10-22
MassMutual Private Wealth & Trust, FSB
92$3.4K0.0%CoreLowSpringfield, MA2026-10-05
Torren Management, LLC
80$3.0K0.0%ETFMediumSan Diego, CA2026-10-29
Signature Resources Capital Management, LLC
76$2.8K0.0%ETFLowNewport Beach, CA2026-10-16
Tower Trust & Investment Co
68$2.5K0.0%GrowthLowDavenport, IA2026-10-28
Putney Financial Group LLC
66$2.4K0.0%GrowthLowSan Rafael, CA2026-10-30
Versant Capital Management, Inc
66$2.4K0.0%GARPLowPhoenix, AZ2026-10-02
Private Wealth Management Group, LLC
61$2.3K0.0%ETFLowPrinceton, NJ2026-10-19
Silver Grove Financial Group, Inc.
57$2.1K0.0%CoreMediumOrchard Park, NY2026-11-05
City Holding Co
57$2.1K0.0%CoreLowCharleston, WV2026-10-19
Golden State Wealth Management, LLC
55$2.0K0.0%ETFMediumSanta Ana, CA2026-11-02
First Command Advisory Services, Inc.
53$2.0K0.0%IndexLowFort Worth, TX2026-11-05
Center for Financial Planning, Inc.
50$1.9K0.0%ETFLowSouthfied, MI2026-10-26
Gables Capital Management Inc.
50$1.9K0.0%GrowthVery LowMiami, FL2026-11-04
Murphy & Mullick Capital Management Corp
50$1.9K0.0%GrowthLowSmithtown, NY2026-11-02
Cromwell Holdings LLC
48$1.8K0.0%IndexLowJackson, WY2026-10-28
CX Institutional
45$20.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Bancorp, Inc.
45$1.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Elyxium Wealth, LLC
44$1.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Planning Strategies Inc.
39$1.4K0.0%ETFN/ALancaster, PA2026-10-02
Mather Group, Llc.
37$1.4K0.0%ETFMediumChicago, IL2026-10-14
Entrust Financial LLC
35$1.3K0.0%ETFLowWayne, PA2026-11-04
Kennebec Savings Bank
35$1.3K0.0%CoreLowAugusta, ME2026-10-22
American Capital Advisory, LLC
34$1.3K0.0%ETFLowKetchum, ID2026-10-28
Hazlett, Burt & Watson, Inc.
30$10.0%CoreVery LowWheeling, WV2026-11-04
Hughes Financial Services, LLC
30$8040.0%ETFLowHerndon, VA2026-10-30
Trust Co of Vermont
28$1.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Retirement Wealth Solutions LLC
27$1.0K0.0%ETFLowMarshfield, WI2026-10-07
Root Financial Partners, LLC
26$9630.0%ETFMediumEncinitas, CA2026-10-21
Laurel Wealth Advisors LLC
25$9260.0%CoreVery LowCharlotte, NC2026-10-27
CKW Financial Group
25$10.0%ETFVery LowHonolulu, HI2026-10-29
Pinnacle Wealth Planning Services, Inc.
25$9260.0%GARPLowMansfield, OH2026-10-27
Physician Wealth Advisors, Inc.
24$8890.0%ETFMediumMidvale, UT2026-10-20
Nisa Investment Advisors, LLC
23$8510.0%IndexVery LowSt. Louis, MO2026-10-20
Harbor Investment Advisory, LLC
17$6290.0%GrowthLowLutherville, MD2026-10-13
MV Capital Management, Inc.
17$6300.0%ETFLowBethesda, MD2026-10-29
GHP Investment Advisors, Inc.
16$5930.0%CoreVery LowDenver, CO2026-10-15
Provenance Wealth Advisors, LLC
16$5920.0%ETFLowFort Lauderdale, FL2026-10-30
TD Private Client Wealth LLC
16$5920.0%ETFLowNew York, NY2026-10-28
North Star Investment Management Corp.
15$5550.0%CoreLowChicago, IL2026-10-27
Plante Moran Financial Advisors, LLC
10$3700.0%ETFVery LowSouthfield, MI2026-11-04
Toth Financial Advisory Corp
10$3710.0%CoreLowLeesburg, VA2026-10-08
Independence Bank of Kentucky
10$3700.0%GrowthLowOwensboro, KY2026-10-26
Investment Research & Advisory Group, Inc.
9$3330.0%GrowthVery LowAtlanta, GA2026-10-19
Adirondack Trust Co
9$3330.0%GrowthLowSaratoga Springs, NY2026-10-14
Mainstream Capital Management LLC
8$2960.0%GrowthLowLos Angeles, CA2026-10-23
City State Bank
4$1480.0%GrowthVery LowNorwalk, IA2026-10-20
Essential Investment Partners LLC
3$1110.0%GrowthLowEnglewood, CO2026-10-27
Financially Speaking Inc
2$750.0%ETFHighGreenwood Village, CO2026-11-05
Accordant Advisory Group Inc
2$750.0%ValueMediumAnnapolis, MD2026-10-29