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CCC Intelligent Solutions HO (CCC)

CUSIP: 12510Q100 | NYSE | Technology · Software - Application | Mid Cap | 791 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
13G/APrincipal Global Investors6,6460.0%Newly reportedJun 30, 2026No 13F filer matched
13D/AAdvent International, L.P.00.0%No shares heldNov 7, 202538d ahead of 13F (37,342,526 sh) · −37,342,526
13G/APrincipal Global Investors6,646
0.0% of class · Jun 30, 2026Newly reported
No 13F filer matched
13D/AAdvent International, L.P.0
0.0% of class · Nov 7, 2025No shares held
38d ahead of 13F (37,342,526 sh) · −37,342,526

Institutional Holders — Q3 2026

Wasatch Advisors LP20,302,086
1.0% of portfolio›$135.2M
Dimensional Fund Advisors LP14,738,335
0.0% of portfolio›$98.2M
Van Berkom & Associates Inc.13,258,614
6.1% of portfolio›$88.3M
Fort Washington Investment Advisors Inc7,180,365
0.2% of portfolio›$47.8M
Reinhart Partners, Llc.6,297,496
1.0% of portfolio›$41.9M
Deroy & Devereaux Private Investment Counsel Inc3,951,767
2.5% of portfolio›$26.3M
Ninety One UK Ltd3,107,171
0.0% of portfolio›$20.7M
Riverbridge Partners LLC2,862,004
0.6% of portfolio›$19.1M
Bank of New York Mellon Corp1,971,339
0.0% of portfolio›$13.1M
Granite Investment Partners, LLC807,982
0.3% of portfolio›$5.4M
Summit Creek Advisors LLC745,935
2.0% of portfolio›$5.0M
Harbor Capital Advisors, Inc.699,210
0.8% of portfolio›$4.7M
Oppenheimer Asset Management Inc.637,334
0.0% of portfolio›$4.2M
Beach Point Capital Management LP608,022
1.8% of portfolio›$4.0M
Robeco Institutional Asset Management B.V.430,387
0.0% of portfolio›$2.9M
AGF Management LTD383,254
0.0% of portfolio›$2.6M
B. Metzler seel. Sohn & Co. AG327,926
0.0% of portfolio›$2.2M
Achmea Investment Management B.V.315,153
0.0% of portfolio›$2.1M
Exane Asset Management306,918
1.6% of portfolio›$2.3M
Creative Planning291,175
0.0% of portfolio›$1.9M
Citigroup Inc230,010
0.0% of portfolio›$1.5M
CenterBook Partners LP206,014
0.1% of portfolio›$1.4M
State of New Jersey Common Pension Fund D182,686
0.0% of portfolio›$1.2M
MacKenzie Financial Corp173,180
0.0% of portfolio›$1.2M
Arizona State Retirement System152,817
0.0% of portfolio›$1.0M
Simplex Trading, LLC144,584
0.0% of portfolio›$962.9K
Vise Technologies, Inc.135,334
0.0% of portfolio›$901.3K
Fulcrum Asset Management LLP125,044
0.0% of portfolio›$822.8K
Thrivent Financial for Lutherans116,450
0.0% of portfolio›$775.0K
State of Wyoming103,574
0.1% of portfolio›$689.8K
Park Avenue Securities LLC98,774
0.0% of portfolio›$658.0K
Pictet Asset Management Holding SA83,807
0.0% of portfolio›$558.2K
T3 Companies, LLC70,400
0.5% of portfolio›$468.9K
Wealth Enhancement Advisory Services, LLC69,432
0.0% of portfolio›$456.2K
Salem Investment Counselors Inc64,925
0.0% of portfolio›$432.4K
Lakeshore Financial Planning, Inc.58,520
0.1% of portfolio›$389.7K
Virginia Retirement Systems ET Al56,900
0.0% of portfolio›$379.0K
Atria Investments, Inc50,892
0.0% of portfolio›$338.9K
Imc-Chicago, LLC50,793
0.0% of portfolio›$338.3K
Evergreen Capital Management LLC48,482
0.0% of portfolio›$322.9K
Central Pacific Bank - Trust Division47,800
0.0% of portfolio›$318.3K
Chicago Partners Investment Group LLC47,769
0.0% of portfolio›$366.4K
Xponance LLC43,399
0.0% of portfolio›$289.0K
Truist Financial Corp42,142
0.0% of portfolio›$280.7K
AlphaCore Capital LLC38,003
0.0% of portfolio›$253.1K
OP Asset Management Ltd37,856
0.0% of portfolio›$252.1K
Praxis Investment Management Inc35,127
0.0% of portfolio›$234.0K
Swiss Life Asset Management Ltd34,857
0.0% of portfolio›$232.1K
Elevation Point Wealth Partners, LLC31,768
0.0% of portfolio›$211.6K
Trust Point Inc.28,552
0.0% of portfolio›$190.2K
111 Capital26,757
0.0% of portfolio›$178.2K
Ethic Inc.26,489
0.0% of portfolio›$176.4K
Cache Advisors, LLC26,200
0.0% of portfolio›$174.5K
State of Alaska, Department of Revenue25,780
0.0% of portfolio›$171.0K
Associated Banc-Corp25,343
0.0% of portfolio›$168.8K
Amalgamated Bank24,628
0.0% of portfolio›$164.0K
WT Wealth Management22,127
0.0% of portfolio›$147.4K
HB Wealth Management, LLC21,164
0.0% of portfolio›$58.6K
Capricorn Fund Managers Ltd21,000
0.0% of portfolio›$139.9K
CIBC Asset Management Inc19,418
0.0% of portfolio›$129.3K
KBC Group NV19,103
0.0% of portfolio›$127.0K
US Bancorp \de\18,734
0.0% of portfolio›$124.8K
North Dakota State Investment Board16,783
0.0% of portfolio›$111.8K
Sterling Capital Management LLC15,811
0.0% of portfolio›$105.3K
Kestra Advisory Services, LLC15,067
0.0% of portfolio›$100.3K
Wedmont Private Capital14,512
0.0% of portfolio›$95.3K
Platform Technology Partners14,180
0.0% of portfolio›$94.4K
DekaBank Deutsche Girozentrale13,524
0.0% of portfolio›$91
Covestor Ltd12,435
0.2% of portfolio›$82.0K
Parkside Financial Bank & Trust12,118
0.0% of portfolio›$80.7K
Citizens Financial Group Inc12,098
0.0% of portfolio›$80.6K
Brookstone Capital Management12,029
0.0% of portfolio›$80.1K
Abound Wealth Management11,799
0.0% of portfolio›$78.6K
MGO One Seven LLC11,531
0.0% of portfolio›$76.8K
Commerce Advisors, LLC11,392
0.0% of portfolio›$75.9K
Perigon Wealth Management, LLC11,269
0.0% of portfolio›$75.1K
Concurrent Investment Advisors, LLC11,149
0.0% of portfolio›$74.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,137
0.0% of portfolio›$74.2K
Brighton Jones LLC10,857
0.0% of portfolio›$72.3K
B. Riley Wealth Advisors, Inc.10,518
0.0% of portfolio›$70.1K
McAdam, LLC10,479
0.0% of portfolio›$69.8K
Caitong International Asset Management Co., Ltd8,922
0.0% of portfolio›$59.4K
Strs Ohio7,528
0.0% of portfolio›$50.1K
Owl Creek Wealth Partners LLC6,192
0.0% of portfolio›$41.2K
Parallel Advisors, LLC6,038
0.0% of portfolio›$40.2K
Signaturefd, LLC5,846
0.0% of portfolio›$38.9K
EverSource Wealth Advisors, LLC5,547
0.0% of portfolio›$36.9K
IFP Advisors, Inc5,419
0.0% of portfolio›$36.1K
Bayforest Capital Ltd5,211
0.1% of portfolio›$34.7K
Gamma Investing LLC5,027
0.0% of portfolio›$33.5K
Farther Finance Advisors, LLC4,626
0.0% of portfolio›$30.8K
TD Private Client Wealth LLC4,361
0.0% of portfolio›$29.0K
Essential Partners LLC3,964
0.0% of portfolio›$26.4K
MassMutual Private Wealth & Trust, FSB3,861
0.0% of portfolio›$25.7K
Versant Capital Management, Inc3,190
0.0% of portfolio›$21.2K
Mitsubishi UFJ Asset Management Co., Ltd.2,688
0.0% of portfolio›$17.9K
Summit Securities Group LLC2,208
0.0% of portfolio›$14.7K
Signature Equity Partners, LLC1,395
0.0% of portfolio›$9.3K
Larson Financial Group LLC1,372
0.0% of portfolio›$9.1K
CX Institutional891
0.0% of portfolio›$6
Root Financial Partners, LLC654
0.0% of portfolio›$4.4K
Blue Trust, Inc.376
0.0% of portfolio›$2.5K
Bell Investment Advisors, Inc361
0.0% of portfolio›$2.4K
True Wealth Design, LLC359
0.0% of portfolio›$2.4K
Fortitude Family Office, LLC313
0.0% of portfolio›$2.1K
Activest Wealth Management299
0.0% of portfolio›$2.0K
Provenance Wealth Advisors, LLC269
0.0% of portfolio›$1.8K
SJS Investment Consulting Inc.236
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.221
0.0% of portfolio›$1.5K
Birch Financial Group, LLC217
0.0% of portfolio›$1.4K
Pinnacle Wealth Planning Services, Inc.185
0.0% of portfolio›$1.2K
Nisa Investment Advisors, LLC170
0.0% of portfolio›$1.1K
Private Wealth Management Group, LLC152
0.0% of portfolio›$1.0K
UMB Private Wealth Management, LLC137
0.0% of portfolio›$912
Elyxium Wealth, LLC100
0.0% of portfolio›$666
Latitude Advisors, LLC100
0.0% of portfolio›$666
Cromwell Holdings LLC94
0.0% of portfolio›$626
Assetmark, Inc71
0.0% of portfolio›$473
Planning Strategies Inc.66
0.0% of portfolio›$440
JFS Wealth Advisors, LLC65
0.0% of portfolio›$433
Bay Harbor Wealth Management, LLC63
0.0% of portfolio›$420
Creative Capital Management Investments LLC42
0.0% of portfolio›$280
SBI Securities Co., Ltd.31
0.0% of portfolio›$206
MV Capital Management, Inc.29
0.0% of portfolio›$194
Silver Grove Financial Group, Inc.15
0.0% of portfolio›$100
DecisionPoint Financial, LLC8
0.0% of portfolio›$53
DiNuzzo Private Wealth, Inc.4
0.0% of portfolio›$27
Hughes Financial Services, LLC3
0.0% of portfolio›$23
Maryland Capital Advisors Inc.2
0.0% of portfolio›$14
Signature Resources Capital Management, LLC2
0.0% of portfolio›$13
Albion Financial Group0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Wasatch Advisors LP
20,302,086$135.2M1.0%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
14,738,335$98.2M0.0%IndexLowAustin, TX2026-11-04
Van Berkom & Associates Inc.
13,258,614$88.3M6.1%Deep ValueMediumMontreal, Austria2026-11-04
Fort Washington Investment Advisors Inc
7,180,365$47.8M0.2%CoreLowCincinnati, OH2026-10-15
Reinhart Partners, Llc.
6,297,496$41.9M1.0%ValueMediumMequon, WI2026-10-09
Deroy & Devereaux Private Investment Counsel Inc
3,951,767$26.3M2.5%ValueMediumBloomfield Hills, MI2026-10-26
Ninety One UK Ltd
3,107,171$20.7M0.0%CoreMediumLondon, United Kingdom2026-10-15
Riverbridge Partners LLC
2,862,004$19.1M0.6%GrowthLowMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
1,971,339$13.1M0.0%CoreLowNew York, NY2026-11-05
Granite Investment Partners, LLC
807,982$5.4M0.3%CoreMediumEl Segundo, CA2026-11-04
Summit Creek Advisors LLC
745,935$5.0M2.0%GARPLowMinneapolis, MN2026-11-03
Harbor Capital Advisors, Inc.
699,210$4.7M0.8%ValueHighChicago, IL2026-10-22
Oppenheimer Asset Management Inc.
637,334$4.2M0.0%CoreMediumNew York, NY2026-10-27
Beach Point Capital Management LP
608,022$4.0M1.8%YieldMediumSanta Monica, CA2026-10-20
Robeco Institutional Asset Management B.V.
430,387$2.9M0.0%CoreMediumRotterdam, Philippines2026-10-20
AGF Management LTD
383,254$2.6M0.0%GrowthHighToronto, Australia2026-11-03
B. Metzler seel. Sohn & Co. AG
327,926$2.2M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Achmea Investment Management B.V.
315,153$2.1M0.0%CoreMediumZeist, Philippines2026-10-30
Exane Asset Management
306,918$2.3M1.6%ValueHighParis, India2026-10-22
Creative Planning
291,175$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
230,010$1.5M0.0%CoreMediumNew York, NY2026-11-04
CenterBook Partners LP
206,014$1.4M0.1%ValueVery HighGreenwich, CT2026-11-02
State of New Jersey Common Pension Fund D
182,686$1.2M0.0%CoreLowTrenton, NJ2026-11-05
MacKenzie Financial Corp
173,180$1.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Arizona State Retirement System
152,817$1.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Simplex Trading, LLC
144,584$962.9K0.0%CoreVery HighChicago, IL2026-11-04
Vise Technologies, Inc.
135,334$901.3K0.0%IndexLowNew York, NY2026-10-29
Fulcrum Asset Management LLP
125,044$822.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Thrivent Financial for Lutherans
116,450$775.0K0.0%GARPMediumMinneapolis, MN2026-11-05
State of Wyoming
103,574$689.8K0.1%ValueHighCheyenne, WY2026-10-28
Park Avenue Securities LLC
98,774$658.0K0.0%ETFMediumNew York, NY2026-10-26
Pictet Asset Management Holding SA
83,807$558.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
T3 Companies, LLC
70,400$468.9K0.5%CoreVery HighNew York, NY2026-10-22
Wealth Enhancement Advisory Services, LLC
69,432$456.2K0.0%CoreLowPlymouth, MN2026-10-13
Salem Investment Counselors Inc
64,925$432.4K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Lakeshore Financial Planning, Inc.
58,520$389.7K0.1%ETFLowSt. Clair Shores, MI2026-10-13
Virginia Retirement Systems ET Al
56,900$379.0K0.0%CoreMediumRichmond, VA2026-10-28
Atria Investments, Inc
50,892$338.9K0.0%CoreMediumCharlotte, NC2026-10-15
Imc-Chicago, LLC
50,793$338.3K0.0%GARPVery HighChicago, IL2026-11-05
Evergreen Capital Management LLC
48,482$322.9K0.0%GARPMediumBellevue, WA2026-10-23
Central Pacific Bank - Trust Division
47,800$318.3K0.0%CoreMediumHonolulu, HI2026-10-06
Chicago Partners Investment Group LLC
47,769$366.4K0.0%GARPLowChicago, IL2026-10-27
Xponance LLC
43,399$289.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Truist Financial Corp
42,142$280.7K0.0%CoreLowCharlotte, NC2026-10-30
AlphaCore Capital LLC
38,003$253.1K0.0%ETFLowLa Jolla, CA2026-11-04
OP Asset Management Ltd
37,856$252.1K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Praxis Investment Management Inc
35,127$234.0K0.0%CoreLowGoshen, IN2026-11-03
Swiss Life Asset Management Ltd
34,857$232.1K0.0%CoreLowZurich, Switzerland2026-11-03
Elevation Point Wealth Partners, LLC
31,768$211.6K0.0%CoreHighDenver, CO2026-11-05
Trust Point Inc.
28,552$190.2K0.0%CoreMediumLa Crosse, WI2026-10-27
111 Capital
26,757$178.2K0.0%CoreVery HighParis, India2026-11-03
Ethic Inc.
26,489$176.4K0.0%CoreLowNew York, NY2026-11-03
Cache Advisors, LLC
26,200$174.5K0.0%Agg GrowthLowSan Francisco, CA2026-10-16
State of Alaska, Department of Revenue
25,780$171.0K0.0%CoreVery LowJuneau, AK2026-10-15
Associated Banc-Corp
25,343$168.8K0.0%CoreLowGreen Bay, WI2026-10-30
Amalgamated Bank
24,628$164.0K0.0%CoreVery LowNew York, NY2026-10-23
WT Wealth Management
22,127$147.4K0.0%ETFMediumScottsdale, AZ2026-10-13
HB Wealth Management, LLC
21,164$58.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Capricorn Fund Managers Ltd
21,000$139.9K0.0%GARPVery HighLondon, United Kingdom2026-11-03
CIBC Asset Management Inc
19,418$129.3K0.0%GARPLowToronto, South Africa2026-11-05
KBC Group NV
19,103$127.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
US Bancorp \de\
18,734$124.8K0.0%IndexLowMinneapolis, MN2026-11-05
North Dakota State Investment Board
16,783$111.8K0.0%GrowthMediumBismarck, ND2026-10-27
Sterling Capital Management LLC
15,811$105.3K0.0%GARPMediumCharlotte, NC2026-10-22
Kestra Advisory Services, LLC
15,067$100.3K0.0%CoreLowAustin, TX2026-11-02
Wedmont Private Capital
14,512$95.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Platform Technology Partners
14,180$94.4K0.0%CoreVery LowLocust Valley, NY2026-11-02
DekaBank Deutsche Girozentrale
13,524$910.0%CoreLowFrankfurt, Hong Kong2026-10-27
Covestor Ltd
12,435$82.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Parkside Financial Bank & Trust
12,118$80.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Citizens Financial Group Inc
12,098$80.6K0.0%GrowthLowProvidence, RI2026-10-23
Brookstone Capital Management
12,029$80.1K0.0%ETFMediumWheaton, IL2026-10-22
Abound Wealth Management
11,799$78.6K0.0%ETFVery LowFranklin, TN2026-10-26
MGO One Seven LLC
11,531$76.8K0.0%GrowthLowBeachwood, OH2026-10-28
Commerce Advisors, LLC
11,392$75.9K0.0%ETFLowMemphis, TN2026-10-19
Perigon Wealth Management, LLC
11,269$75.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Concurrent Investment Advisors, LLC
11,149$74.3K0.0%GrowthMediumTampa, FL2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
11,137$74.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Brighton Jones LLC
10,857$72.3K0.0%CoreVery LowSeattle, WA2026-11-03
B. Riley Wealth Advisors, Inc.
10,518$70.1K0.0%GrowthLowMemphis, TN2026-10-13
McAdam, LLC
10,479$69.8K0.0%ETFLowPhiladelphia, PA2026-10-21
Caitong International Asset Management Co., Ltd
8,922$59.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Strs Ohio
7,528$50.1K0.0%CoreMediumColumbus, OH2026-10-30
Owl Creek Wealth Partners LLC
6,192$41.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Parallel Advisors, LLC
6,038$40.2K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
5,846$38.9K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
5,547$36.9K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
5,419$36.1K0.0%GrowthLowTampa, FL2026-10-16
Bayforest Capital Ltd
5,211$34.7K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Gamma Investing LLC
5,027$33.5K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
4,626$30.8K0.0%IndexLowSan Francisco, CA2026-10-08
TD Private Client Wealth LLC
4,361$29.0K0.0%ETFLowNew York, NY2026-10-28
Essential Partners LLC
3,964$26.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
MassMutual Private Wealth & Trust, FSB
3,861$25.7K0.0%CoreLowSpringfield, MA2026-10-05
Versant Capital Management, Inc
3,190$21.2K0.0%GARPLowPhoenix, AZ2026-10-02
Mitsubishi UFJ Asset Management Co., Ltd.
2,688$17.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Summit Securities Group LLC
2,208$14.7K0.0%CoreVery HighNew York, NY2026-11-05
Signature Equity Partners, LLC
1,395$9.3K0.0%GrowthMediumColumbus, OH2026-10-29
Larson Financial Group LLC
1,372$9.1K0.0%GrowthLowSt Louis, MO2026-11-05
CX Institutional
891$60.0%CoreMediumAuburn, IN2026-10-02
Root Financial Partners, LLC
654$4.4K0.0%ETFMediumEncinitas, CA2026-10-21
Blue Trust, Inc.
376$2.5K0.0%ETFLowBrentwood, TN2026-10-15
Bell Investment Advisors, Inc
361$2.4K0.0%ETFVery LowOrinda, CA2026-10-29
True Wealth Design, LLC
359$2.4K0.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
313$2.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Activest Wealth Management
299$2.0K0.0%ETFLowAventura, FL2026-10-15
Provenance Wealth Advisors, LLC
269$1.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
SJS Investment Consulting Inc.
236$1.6K0.0%ETFVery LowSylvania, OH2026-10-26
Physician Wealth Advisors, Inc.
221$1.5K0.0%ETFMediumMidvale, UT2026-10-20
Birch Financial Group, LLC
217$1.4K0.0%CoreLowKeene, NH2026-10-27
Pinnacle Wealth Planning Services, Inc.
185$1.2K0.0%GARPLowMansfield, OH2026-10-27
Nisa Investment Advisors, LLC
170$1.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Private Wealth Management Group, LLC
152$1.0K0.0%ETFLowPrinceton, NJ2026-10-19
UMB Private Wealth Management, LLC
137$9120.0%GrowthN/AKansas City, MO2026-10-19
Elyxium Wealth, LLC
100$6660.0%GrowthVery LowBeverly Hills, CA2026-10-27
Latitude Advisors, LLC
100$6660.0%ETFLowYorkville, IL2026-10-27
Cromwell Holdings LLC
94$6260.0%IndexLowJackson, WY2026-10-28
Assetmark, Inc
71$4730.0%ETFLowConcord, CA2026-10-21
Planning Strategies Inc.
66$4400.0%ETFN/ALancaster, PA2026-10-02
JFS Wealth Advisors, LLC
65$4330.0%ETFVery LowHermitage, PA2026-11-03
Bay Harbor Wealth Management, LLC
63$4200.0%ETFMediumHunt Valley, MD2026-11-03
Creative Capital Management Investments LLC
42$2800.0%ETFLowSan Diego, CA2026-10-28
SBI Securities Co., Ltd.
31$2060.0%Agg GrowthLowTokyo, Mexico2026-10-22
MV Capital Management, Inc.
29$1940.0%ETFLowBethesda, MD2026-10-29
Silver Grove Financial Group, Inc.
15$1000.0%CoreMediumOrchard Park, NY2026-11-05
DecisionPoint Financial, LLC
8$530.0%ETFVery LowMesa, AZ2026-10-27
DiNuzzo Private Wealth, Inc.
4$270.0%ETFLowBeaver, PA2026-10-16
Hughes Financial Services, LLC
3$230.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
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Signature Resources Capital Management, LLC
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Albion Financial Group
0$00.0%GrowthLowSalt Lake City, UT2026-10-21