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Bio-Rad Laboratories (BIO)

CUSIP: 090572207 | NYSE | Healthcare · Medical Devices | Mid Cap | 1625 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/ANorman D. Schwartz
with Steven D. Schwartz, Blue Raven Partners, L.P., Alice N. Schwartz Revocable Trust
4,929,03697.2%+1,700,114Sep 25, 2025No 13F filer matched
13D/ANorman D. Schwartz4,929,036
97.2% of class · Sep 25, 2025+1,700,114
with Steven D. Schwartz, Blue Raven Partners, L.P., Alice N. Schwartz Revocable Trust
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP885,977
0.1% of portfolio›$334.6M
Assenagon Asset Management S.A.147,506
0.1% of portfolio›$55.7M
Boston Trust Walden Corp105,556
0.3% of portfolio›$39.9M
Hosking Partners LLP95,472
1.3% of portfolio›$36.1M
Exchange Traded Concepts, LLC87,691
0.1% of portfolio›$33.1M
Arnhold LLC55,568
1.5% of portfolio›$21.0M
Assetmark, Inc45,156
0.0% of portfolio›$17.1M
Principal Financial Group Inc41,816
0.0% of portfolio›$15.8M
Marathon Asset Management Ltd38,371
0.7% of portfolio›$14.5M
Allspring Global Investments Holdings, LLC22,157
0.0% of portfolio›$7.9M
Retirement Systems of Alabama18,781
0.0% of portfolio›$7.1M
Creative Planning17,639
0.0% of portfolio›$6.7M
New York State Teachers Retirement System15,554
0.0% of portfolio›$5.9M
DekaBank Deutsche Girozentrale11,344
0.0% of portfolio›$4.3M
Amalgamated Bank8,125
0.0% of portfolio›$3.1M
Sivik Global Healthcare LLC8,000
1.7% of portfolio›$3.0M
Mutual of America Capital Management LLC6,634
0.0% of portfolio›$2.5M
Virginia Retirement Systems ET Al6,130
0.0% of portfolio›$2.3M
Pavaki Capital Management LLC6,000
0.8% of portfolio›$2.3M
Louisiana State Employees Retirement System5,400
0.0% of portfolio›$2.0M
Arizona State Retirement System5,041
0.0% of portfolio›$1.9M
Gateway Investment Advisers LLC4,351
0.0% of portfolio›$1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,346
0.0% of portfolio›$1.6M
State of Michigan Retirement System4,300
0.0% of portfolio›$1.6M
Focused Alpha, LLC4,205
0.4% of portfolio›$1.6M
Yousif Capital Management, LLC3,989
0.0% of portfolio›$1.5M
Oregon Public Employees Retirement Fund3,808
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd3,780
0.0% of portfolio›$1.4M
Oppenheimer Asset Management Inc.3,371
0.0% of portfolio›$1.3M
Citigroup Inc3,150
0.0% of portfolio›$1.2M
Truist Financial Corp3,087
0.0% of portfolio›$1.2M
Atria Investments, Inc3,085
0.0% of portfolio›$1.2M
Pictet Asset Management Holding SA2,750
0.0% of portfolio›$1.0M
Hara Capital LLC2,669
0.5% of portfolio›$1.0M
Inspire Investing, LLC2,391
0.0% of portfolio›$903.1K
Quadrant Capital Group LLC2,365
0.0% of portfolio›$860.2K
Xponance LLC2,110
0.0% of portfolio›$797.0K
Concurrent Investment Advisors, LLC2,078
0.0% of portfolio›$784.9K
Park Avenue Securities LLC1,919
0.0% of portfolio›$725.0K
Ethic Inc.1,919
0.0% of portfolio›$724.8K
Frank, Rimerman Advisors LLC1,802
0.0% of portfolio›$680.6K
State of Alaska, Department of Revenue1,728
0.0% of portfolio›$652.0K
Wealth Enhancement Advisory Services, LLC1,634
0.0% of portfolio›$588.9K
B. Metzler seel. Sohn & Co. AG1,581
0.0% of portfolio›$597.2K
Blue Trust, Inc.1,496
0.0% of portfolio›$565.2K
AlphaCore Capital LLC1,396
0.0% of portfolio›$527.3K
Gamma Investing LLC1,393
0.0% of portfolio›$526.2K
Patriot Financial Group Insurance Agency, LLC1,387
0.1% of portfolio›$523.8K
Keybank National Association1,353
0.0% of portfolio›$511.0K
Crossmark Global Holdings, Inc.1,341
0.0% of portfolio›$506.5K
NWF Advisory Services Inc.1,300
0.0% of portfolio›$491.0K
KBC Group NV1,169
0.0% of portfolio›$442.0K
Swiss Life Asset Management Ltd1,167
0.0% of portfolio›$440.8K
Busey Bank1,001
0.0% of portfolio›$378.1K
Commonwealth Equity Services, LLC968
0.0% of portfolio›$365.6K
First Citizens Bank & Trust Co913
0.0% of portfolio›$344.8K
Kestra Advisory Services, LLC911
0.0% of portfolio›$344.1K
Caitong International Asset Management Co., Ltd888
0.0% of portfolio›$335.4K
Provenance Wealth Advisors, LLC865
0.0% of portfolio›$326.7K
Farnam Financial LLC773
0.2% of portfolio›$273.4K
Farther Finance Advisors, LLC768
0.0% of portfolio›$290.1K
Insight Wealth Strategies, LLC766
0.0% of portfolio›$289.3K
Beacon Investment Advisory Services, Inc.753
0.0% of portfolio›$284.4K
ABC Arbitrage SA732
0.0% of portfolio›$276.5K
Everhart Financial Group, Inc.731
0.0% of portfolio›$276.1K
ProShare Advisors LLC692
0.0% of portfolio›$261.4K
New York Life Investment Management LLC656
0.0% of portfolio›$247.8K
Nisa Investment Advisors, LLC648
0.0% of portfolio›$244.8K
C2c Wealth Management, LLC632
0.2% of portfolio›$238.7K
Lido Advisors, LLC630
0.0% of portfolio›$238.0K
Cohen Capital Management, Inc.625
0.0% of portfolio›$236.1K
Cambridge Investment Research Advisors, Inc.620
0.0% of portfolio›$234.0K
Sepio Capital, LP585
0.0% of portfolio›$221.0K
Fulcrum Asset Management LLP562
0.0% of portfolio›$213.3K
North Dakota State Investment Board556
0.0% of portfolio›$210.0K
Sterling Capital Management LLC525
0.0% of portfolio›$198.3K
Signaturefd, LLC437
0.0% of portfolio›$165.1K
Parallel Advisors, LLC366
0.0% of portfolio›$138.2K
Strs Ohio249
0.0% of portfolio›$94.1K
Bfsg, LLC237
0.0% of portfolio›$89.7K
Covestor Ltd218
0.2% of portfolio›$82.0K
Financial Management Professionals, Inc.200
0.0% of portfolio›$75.5K
Cape Investment Advisory, Inc.143
0.0% of portfolio›$54.0K
Curat Global, LLC140
0.0% of portfolio›$52.9K
Asset Planning,Inc100
0.0% of portfolio›$37.8K
Versant Capital Management, Inc100
0.0% of portfolio›$37.8K
Root Financial Partners, LLC90
0.0% of portfolio›$34.0K
Antipodes Partners Ltd85
0.0% of portfolio›$32.1K
SJS Investment Consulting Inc.79
0.0% of portfolio›$29.8K
Pinnacle Wealth Planning Services, Inc.69
0.0% of portfolio›$26.1K
Mather Group, Llc.66
0.0% of portfolio›$24.9K
IFP Advisors, Inc61
0.0% of portfolio›$23.0K
Alpine Bank Wealth Management55
0.0% of portfolio›$20.8K
Mitsubishi UFJ Asset Management Co., Ltd.50
0.0% of portfolio›$18.9K
Trust Co of Toledo NA50
0.0% of portfolio›$18.9K
Capital Advisors, Ltd. LLC37
0.0% of portfolio›$14.0K
SBI Securities Co., Ltd.35
0.0% of portfolio›$13.2K
Private Trust Co NA34
0.0% of portfolio›$12.8K
Fortitude Family Office, LLC34
0.0% of portfolio›$12.8K
MassMutual Private Wealth & Trust, FSB34
0.0% of portfolio›$12.8K
Align Financial, LLC33
0.0% of portfolio›$12.5K
EverSource Wealth Advisors, LLC32
0.0% of portfolio›$12.1K
Owl Creek Wealth Partners LLC29
0.0% of portfolio›$11.0K
Bayforest Capital Ltd29
0.0% of portfolio›$11.0K
WPG Advisers, LLC24
0.0% of portfolio›$9.1K
Oakworth Capital, Inc.24
0.0% of portfolio›$9.1K
Highline Wealth Partners LLC23
0.0% of portfolio›$8.7K
Wolff Wiese Magana LLC23
0.0% of portfolio›$8.7K
Gilpin Wealth Management, LLC22
0.0% of portfolio›$8.3K
Private Wealth Management Group, LLC22
0.0% of portfolio›$8.3K
Elevation Wealth Partners, LLC21
0.0% of portfolio›$7.9K
Ashurst Perkins Coie Trust Co20
0.0% of portfolio›$7.6K
Elyxium Wealth, LLC19
0.0% of portfolio›$7.2K
JFS Wealth Advisors, LLC18
0.0% of portfolio›$6.8K
True Wealth Design, LLC18
0.0% of portfolio›$6.8K
Strengthening Families & Communities, LLC15
0.0% of portfolio›$5.7K
First Horizon Corp15
0.0% of portfolio›$5.7K
Hughes Financial Services, LLC15
0.0% of portfolio›$5.8K
Pension & Wealth Management Advisors, Inc.12
0.0% of portfolio›$4.5K
Parkside Financial Bank & Trust12
0.0% of portfolio›$4.5K
High Note Wealth, LLC11
0.0% of portfolio›$4.2K
Financial Consulate, Inc10
0.0% of portfolio›$3.8K
Creative Capital Management Investments LLC9
0.0% of portfolio›$3.4K
Bell Investment Advisors, Inc6
0.0% of portfolio›$2.3K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$2.3K
Montag A & Associates Inc6
0.0% of portfolio›$2.3K
Signature Equity Partners, LLC5
0.0% of portfolio›$1.9K
Ares Financial Consulting, LLC5
0.0% of portfolio›$1.9K
CoreCap Advisors, LLC5
0.0% of portfolio›$1.9K
MV Capital Management, Inc.4
0.0% of portfolio›$1.5K
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$1.5K
Cromwell Holdings LLC4
0.0% of portfolio›$1.5K
American Capital Advisory, LLC2
0.0% of portfolio›$756
City Holding Co2
0.0% of portfolio›$755
James T. Borello RIA2
0.0% of portfolio›$755
Physician Wealth Advisors, Inc.2
0.0% of portfolio›$756
Grove Bank & Trust2
0.0% of portfolio›$755
Bare Financial Services, Inc2
0.0% of portfolio›$755
TFC Financial Management, Inc.1
0.0% of portfolio›$378
Key FInancial Inc1
0.0% of portfolio›$378
TD Private Client Wealth LLC1
0.0% of portfolio›$378
Balance Wealth Partners LLC1
0.0% of portfolio›$340
Buck Wealth Strategies, LLC1
0.0% of portfolio›$378
DecisionPoint Financial, LLC1
0.0% of portfolio›$356
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
885,977$334.6M0.1%IndexLowAustin, TX2026-11-04
Assenagon Asset Management S.A.
147,506$55.7M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
Boston Trust Walden Corp
105,556$39.9M0.3%CoreLowBoston, MA2026-10-30
Hosking Partners LLP
95,472$36.1M1.3%GARPLowLondon, United Kingdom2026-10-21
Exchange Traded Concepts, LLC
87,691$33.1M0.1%GrowthMediumOklahoma City, OK2026-10-28
Arnhold LLC
55,568$21.0M1.5%GARPLowNew York, NY2026-10-26
Assetmark, Inc
45,156$17.1M0.0%ETFLowConcord, CA2026-10-21
Principal Financial Group Inc
41,816$15.8M0.0%CoreLowDes Moines, IA2026-11-02
Marathon Asset Management Ltd
38,371$14.5M0.7%ValueLowLondon, United Kingdom2026-10-26
Allspring Global Investments Holdings, LLC
22,157$7.9M0.0%CoreMediumCharlotte, NC2026-11-04
Retirement Systems of Alabama
18,781$7.1M0.0%IndexLowMontgomery, AL2026-11-04
Creative Planning
17,639$6.7M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
15,554$5.9M0.0%CoreVery LowAlbany, NY2026-10-22
DekaBank Deutsche Girozentrale
11,344$4.3M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Amalgamated Bank
8,125$3.1M0.0%CoreVery LowNew York, NY2026-10-23
Sivik Global Healthcare LLC
8,000$3.0M1.7%ValueMediumGreenwich, CT2026-10-13
Mutual of America Capital Management LLC
6,634$2.5M0.0%IndexLowNew York, NY2026-10-23
Virginia Retirement Systems ET Al
6,130$2.3M0.0%CoreMediumRichmond, VA2026-10-28
Pavaki Capital Management LLC
6,000$2.3M0.8%GARPMediumPueblo, CO2026-10-26
Louisiana State Employees Retirement System
5,400$2.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
5,041$1.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Gateway Investment Advisers LLC
4,351$1.6M0.0%GrowthLowCincinnati, OH2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,346$1.6M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
4,300$1.6M0.0%IndexLowEast Lansing, MI2026-10-27
Focused Alpha, LLC
4,205$1.6M0.4%CoreMediumDenver, CO2026-10-20
Yousif Capital Management, LLC
3,989$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Oregon Public Employees Retirement Fund
3,808$1.4M0.0%IndexVery LowTigard, OR2026-10-30
Y-Intercept (Hong Kong) Ltd
3,780$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Oppenheimer Asset Management Inc.
3,371$1.3M0.0%CoreMediumNew York, NY2026-10-27
Citigroup Inc
3,150$1.2M0.0%CoreMediumNew York, NY2026-11-04
Truist Financial Corp
3,087$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Atria Investments, Inc
3,085$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Pictet Asset Management Holding SA
2,750$1.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Hara Capital LLC
2,669$1.0M0.5%Deep ValueMediumBellevue, WA2026-10-30
Inspire Investing, LLC
2,391$903.1K0.0%GARPHighMeridian, ID2026-10-22
Quadrant Capital Group LLC
2,365$860.2K0.0%CoreLowCincinnati, OH2026-10-20
Xponance LLC
2,110$797.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Concurrent Investment Advisors, LLC
2,078$784.9K0.0%GrowthMediumTampa, FL2026-10-16
Park Avenue Securities LLC
1,919$725.0K0.0%ETFMediumNew York, NY2026-10-26
Ethic Inc.
1,919$724.8K0.0%CoreLowNew York, NY2026-11-03
Frank, Rimerman Advisors LLC
1,802$680.6K0.0%GrowthLowPalo Alto, CA2026-10-16
State of Alaska, Department of Revenue
1,728$652.0K0.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
1,634$588.9K0.0%CoreLowPlymouth, MN2026-10-13
B. Metzler seel. Sohn & Co. AG
1,581$597.2K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Blue Trust, Inc.
1,496$565.2K0.0%ETFLowBrentwood, TN2026-10-15
AlphaCore Capital LLC
1,396$527.3K0.0%ETFLowLa Jolla, CA2026-11-04
Gamma Investing LLC
1,393$526.2K0.0%IndexVery LowFoster City, CA2026-10-08
Patriot Financial Group Insurance Agency, LLC
1,387$523.8K0.1%GrowthLowWalpole, MA2026-10-14
Keybank National Association
1,353$511.0K0.0%CoreLowBrooklyn, OH2026-11-04
Crossmark Global Holdings, Inc.
1,341$506.5K0.0%GARPMediumHouston, TX2026-10-21
NWF Advisory Services Inc.
1,300$491.0K0.0%GARPLowLos Angeles, CA2026-10-19
KBC Group NV
1,169$442.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Swiss Life Asset Management Ltd
1,167$440.8K0.0%CoreLowZurich, Switzerland2026-11-03
Busey Bank
1,001$378.1K0.0%GrowthVery LowUrbana, IL2026-10-26
Commonwealth Equity Services, LLC
968$365.6K0.0%ETFLowWaltham, MA2026-11-02
First Citizens Bank & Trust Co
913$344.8K0.0%CoreMediumRaleigh, NC2026-10-14
Kestra Advisory Services, LLC
911$344.1K0.0%CoreLowAustin, TX2026-11-02
Caitong International Asset Management Co., Ltd
888$335.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
865$326.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Farnam Financial LLC
773$273.4K0.2%ETFLowPhoenix, AZ2026-10-21
Farther Finance Advisors, LLC
768$290.1K0.0%IndexLowSan Francisco, CA2026-10-08
Insight Wealth Strategies, LLC
766$289.3K0.0%ETFHighSan Ramon, CA2026-10-09
Beacon Investment Advisory Services, Inc.
753$284.4K0.0%GrowthLowMorristown, NJ2026-10-13
ABC Arbitrage SA
732$276.5K0.0%YieldVery HighParis, India2026-10-23
Everhart Financial Group, Inc.
731$276.1K0.0%ETFLowDublin, OH2026-10-08
ProShare Advisors LLC
692$261.4K0.0%GrowthLowBethesda, MD2026-10-29
New York Life Investment Management LLC
656$247.8K0.0%GrowthLowNew York, NY2026-11-04
Nisa Investment Advisors, LLC
648$244.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
C2c Wealth Management, LLC
632$238.7K0.2%CoreLowScottsdale, AZ2026-10-20
Lido Advisors, LLC
630$238.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Cohen Capital Management, Inc.
625$236.1K0.0%CoreVery LowCorte Madera, CA2026-10-14
Cambridge Investment Research Advisors, Inc.
620$234.0K0.0%ETFLowFairfield, IA2026-11-02
Sepio Capital, LP
585$221.0K0.0%ETFLowSalt Lake City, UT2026-10-22
Fulcrum Asset Management LLP
562$213.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
North Dakota State Investment Board
556$210.0K0.0%GrowthMediumBismarck, ND2026-10-27
Sterling Capital Management LLC
525$198.3K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
437$165.1K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
366$138.2K0.0%IndexLowSan Francisco, CA2026-11-03
Strs Ohio
249$94.1K0.0%CoreMediumColumbus, OH2026-10-30
Bfsg, LLC
237$89.7K0.0%CoreLowIrvine, CA2026-10-30
Covestor Ltd
218$82.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Financial Management Professionals, Inc.
200$75.5K0.0%ETFMediumAustin, TX2026-10-23
Cape Investment Advisory, Inc.
143$54.0K0.0%ETFLowMcdonough, GA2026-10-13
Curat Global, LLC
140$52.9K0.0%CoreMediumSpringfield, NH2026-10-26
Asset Planning,Inc
100$37.8K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Versant Capital Management, Inc
100$37.8K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
90$34.0K0.0%ETFMediumEncinitas, CA2026-10-21
Antipodes Partners Ltd
85$32.1K0.0%ValueHighRoyal Exchange, China2026-11-05
SJS Investment Consulting Inc.
79$29.8K0.0%ETFVery LowSylvania, OH2026-10-26
Pinnacle Wealth Planning Services, Inc.
69$26.1K0.0%GARPLowMansfield, OH2026-10-27
Mather Group, Llc.
66$24.9K0.0%ETFMediumChicago, IL2026-10-14
IFP Advisors, Inc
61$23.0K0.0%GrowthLowTampa, FL2026-10-16
Alpine Bank Wealth Management
55$20.8K0.0%ETFHighGrand Junction, CO2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
50$18.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Trust Co of Toledo NA
50$18.9K0.0%GrowthVery LowHolland, OH2026-10-16
Capital Advisors, Ltd. LLC
37$14.0K0.0%ETFLowShaker Heights, OH2026-10-27
SBI Securities Co., Ltd.
35$13.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Private Trust Co NA
34$12.8K0.0%CoreLowCleveland, OH2026-10-20
Fortitude Family Office, LLC
34$12.8K0.0%ETFMediumScottsdale, AZ2026-10-14
MassMutual Private Wealth & Trust, FSB
34$12.8K0.0%CoreLowSpringfield, MA2026-10-05
Align Financial, LLC
33$12.5K0.0%ETFVery LowHermantown, MN2026-10-16
EverSource Wealth Advisors, LLC
32$12.1K0.0%CoreMediumBirmingham, AL2026-11-04
Owl Creek Wealth Partners LLC
29$11.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Bayforest Capital Ltd
29$11.0K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
WPG Advisers, LLC
24$9.1K0.0%CoreLowBaltimore, MD2026-10-27
Oakworth Capital, Inc.
24$9.1K0.0%ETFLowBirmingham, AL2026-10-26
Highline Wealth Partners LLC
23$8.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Wolff Wiese Magana LLC
23$8.7K0.0%GrowthLowCarslbad, CA2026-10-15
Gilpin Wealth Management, LLC
22$8.3K0.0%GrowthLowDenver, CO2026-10-09
Private Wealth Management Group, LLC
22$8.3K0.0%ETFLowPrinceton, NJ2026-10-19
Elevation Wealth Partners, LLC
21$7.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Ashurst Perkins Coie Trust Co
20$7.6K0.0%CoreVery LowSeattle, WA2026-10-15
Elyxium Wealth, LLC
19$7.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
JFS Wealth Advisors, LLC
18$6.8K0.0%ETFVery LowHermitage, PA2026-11-03
True Wealth Design, LLC
18$6.8K0.0%ETFMediumAkron, OH2026-10-13
Strengthening Families & Communities, LLC
15$5.7K0.0%CoreMediumBoston, MA2026-10-21
First Horizon Corp
15$5.7K0.0%CoreLowMemphis, TN2026-10-26
Hughes Financial Services, LLC
15$5.8K0.0%ETFLowHerndon, VA2026-10-30
Pension & Wealth Management Advisors, Inc.
12$4.5K0.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
12$4.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
High Note Wealth, LLC
11$4.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Financial Consulate, Inc
10$3.8K0.0%ETFLowHunt Valley, MD2026-10-23
Creative Capital Management Investments LLC
9$3.4K0.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
6$2.3K0.0%ETFVery LowOrinda, CA2026-10-29
DiNuzzo Private Wealth, Inc.
6$2.3K0.0%ETFLowBeaver, PA2026-10-16
Montag A & Associates Inc
6$2.3K0.0%CoreLowAtlanta, GA2026-10-29
Signature Equity Partners, LLC
5$1.9K0.0%GrowthMediumColumbus, OH2026-10-29
Ares Financial Consulting, LLC
5$1.9K0.0%CoreLowCalabasas, CA2026-10-19
CoreCap Advisors, LLC
5$1.9K0.0%ETFMediumSouthfield, MI2026-10-08
MV Capital Management, Inc.
4$1.5K0.0%ETFLowBethesda, MD2026-10-29
Bay Harbor Wealth Management, LLC
4$1.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Cromwell Holdings LLC
4$1.5K0.0%IndexLowJackson, WY2026-10-28
American Capital Advisory, LLC
2$7560.0%ETFLowKetchum, ID2026-10-28
City Holding Co
2$7550.0%CoreLowCharleston, WV2026-10-19
James T. Borello RIA
2$7550.0%ETFVery LowEast Dundee, IL2026-10-16
Physician Wealth Advisors, Inc.
2$7560.0%ETFMediumMidvale, UT2026-10-20
Grove Bank & Trust
2$7550.0%ETFLowMiami, FL2026-10-08
Bare Financial Services, Inc
2$7550.0%ETFVery LowGap, PA2026-11-04
TFC Financial Management, Inc.
1$3780.0%ETFVery LowBoston, MA2026-10-26
Key FInancial Inc
1$3780.0%ETFLowWest Chester, PA2026-11-02
TD Private Client Wealth LLC
1$3780.0%ETFLowNew York, NY2026-10-28
Balance Wealth Partners LLC
1$3400.0%ETFMediumWorthington, OH2026-10-27
Buck Wealth Strategies, LLC
1$3780.0%ValueMediumDenver, CO2026-10-28
DecisionPoint Financial, LLC
1$3560.0%ETFVery LowMesa, AZ2026-10-27