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Casella Waste Systems Inc (CWST)

CUSIP: 147448104 | NYSE | Industrials · Waste Management | Mid Cap | 1038 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wasatch Advisors LP3,056,089
1.8% of portfolio›$245.6M
Conestoga Capital Advisors, LLC1,720,853
4.2% of portfolio›$138.3M
Dimensional Fund Advisors LP1,286,165
0.0% of portfolio›$103.3M
Pictet Asset Management Holding SA1,040,856
0.1% of portfolio›$83.6M
Allspring Global Investments Holdings, LLC659,597
0.1% of portfolio›$51.5M
TimesSquare Capital Management, LLC503,799
0.7% of portfolio›$40.5M
Boston Trust Walden Corp353,538
0.2% of portfolio›$28.4M
Principal Financial Group Inc303,653
0.0% of portfolio›$24.4M
Fenimore Asset Management Inc191,816
0.3% of portfolio›$15.4M
Granite Investment Partners, LLC181,083
0.8% of portfolio›$14.6M
Oppenheimer Asset Management Inc.103,552
0.1% of portfolio›$8.3M
Summit Creek Advisors LLC87,753
2.8% of portfolio›$7.1M
J. Safra Sarasin Holding AG84,585
0.1% of portfolio›$6.8M
Kornitzer Capital Management Inc61,425
0.1% of portfolio›$4.9M
B. Metzler seel. Sohn & Co. AG61,119
0.0% of portfolio›$4.9M
Mutual of America Capital Management LLC60,016
0.0% of portfolio›$4.8M
Achmea Investment Management B.V.46,255
0.0% of portfolio›$3.7M
Wealth Enhancement Advisory Services, LLC42,024
0.0% of portfolio›$3.5M
OAK Ridge Investments LLC38,302
0.2% of portfolio›$3.1M
Strs Ohio38,050
0.0% of portfolio›$3.1M
Kraematon Investment Advisors, Inc35,297
2.1% of portfolio›$2.8M
Louisiana State Employees Retirement System26,700
0.0% of portfolio›$2.1M
Tompkins Financial Corp26,677
0.2% of portfolio›$2.1M
Gradient Investments LLC26,305
0.0% of portfolio›$2.1M
Creative Planning25,935
0.0% of portfolio›$2.1M
Yousif Capital Management, LLC19,271
0.0% of portfolio›$1.5M
Arizona State Retirement System17,637
0.0% of portfolio›$1.4M
Searle & Co.16,600
0.3% of portfolio›$1.3M
Amalgamated Bank16,332
0.0% of portfolio›$1.3M
Assenagon Asset Management S.A.16,087
0.0% of portfolio›$1.3M
Moody National Bank Trust Division15,218
0.1% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,762
0.0% of portfolio›$1.2M
Oregon Public Employees Retirement Fund14,054
0.0% of portfolio›$1.1M
New York State Teachers Retirement System13,800
0.0% of portfolio›$1.1M
Citigroup Inc13,361
0.0% of portfolio›$1.1M
Truist Financial Corp12,954
0.0% of portfolio›$1.0M
PensionDanmark Pensionsforsikringsaktieselskab11,970
0.0% of portfolio›$961.8K
Keybank National Association11,464
0.0% of portfolio›$921.1K
State of Alaska, Department of Revenue10,569
0.0% of portfolio›$849.0K
Sheets Smith Wealth Management10,255
0.1% of portfolio›$824.0K
Exchange Traded Concepts, LLC9,116
0.0% of portfolio›$732.5K
ProShare Advisors LLC8,752
0.0% of portfolio›$703.2K
Vise Technologies, Inc.7,504
0.0% of portfolio›$602.9K
AMI Asset Management Corp7,053
0.0% of portfolio›$566.7K
Atria Investments, Inc6,732
0.0% of portfolio›$540.9K
Counterpoint Mutual Funds LLC6,516
0.0% of portfolio›$523.6K
Park Avenue Securities LLC6,493
0.0% of portfolio›$522.0K
Xponance LLC6,130
0.0% of portfolio›$492.5K
Asset Advisory Group, Inc.4,556
0.2% of portfolio›$366.1K
Access Investment Management LLC4,500
0.1% of portfolio›$361.6K
WoodTrust Financial Corp4,500
0.2% of portfolio›$362.0K
Swiss Life Asset Management Ltd4,215
0.0% of portfolio›$338.7K
ZWJ Investment Counsel Inc4,006
0.0% of portfolio›$321.9K
Hilltop National Bank3,941
0.1% of portfolio›$316.7K
Associated Banc-Corp3,900
0.0% of portfolio›$313.4K
State of Wyoming3,693
0.0% of portfolio›$296.7K
Mascoma Wealth Management LLC3,440
0.1% of portfolio›$276.4K
Grimes & Co Wealth Management, LLC3,300
0.0% of portfolio›$265.2K
Verdence Capital Advisors LLC3,124
0.0% of portfolio›$251.0K
Silverlake Wealth Management LLC3,090
0.0% of portfolio›$248.3K
Profund Advisors LLC2,918
0.0% of portfolio›$234.5K
Commonwealth Equity Services, LLC2,884
0.0% of portfolio›$231.7K
Elevation Point Wealth Partners, LLC2,767
0.0% of portfolio›$222.4K
Patriot Financial Group Insurance Agency, LLC2,720
0.0% of portfolio›$218.6K
Fulcrum Asset Management LLP2,665
0.0% of portfolio›$213.7K
Cambridge Investment Research Advisors, Inc.2,660
0.0% of portfolio›$214.0K
Abel Hall, LLC2,503
0.0% of portfolio›$201.1K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna2,500
0.1% of portfolio›$200.9K
Axxion S.A.2,468
0.0% of portfolio›$198.3K
Gamma Investing LLC2,283
0.0% of portfolio›$183.4K
Nisa Investment Advisors, LLC2,269
0.0% of portfolio›$182.3K
Sterling Capital Management LLC2,110
0.0% of portfolio›$169.5K
KBC Group NV2,019
0.0% of portfolio›$162.0K
Trust Co of Vermont1,525
0.0% of portfolio›$122.5K
Pinnacle Wealth Planning Services, Inc.1,475
0.0% of portfolio›$118.5K
Plante Moran Financial Advisors, LLC1,318
0.0% of portfolio›$105.9K
Caitong International Asset Management Co., Ltd1,266
0.0% of portfolio›$101.7K
Atlantic Edge Private Wealth Management, LLC1,235
0.0% of portfolio›$99.2K
Ares Financial Consulting, LLC685
0.0% of portfolio›$55.0K
Salomon & Ludwin, LLC640
0.0% of portfolio›$51.4K
Hilton Head Capital Partners, LLC540
0.0% of portfolio›$43.4K
Harbor Investment Advisory, LLC518
0.0% of portfolio›$41.6K
Signaturefd, LLC488
0.0% of portfolio›$39.2K
Versant Capital Management, Inc449
0.0% of portfolio›$36.1K
Parkside Financial Bank & Trust444
0.0% of portfolio›$35.7K
Leonteq Securities AG419
0.0% of portfolio›$33.7K
Parallel Advisors, LLC393
0.0% of portfolio›$31.6K
Quadrant Capital Group LLC390
0.0% of portfolio›$33.3K
Bare Financial Services, Inc300
0.0% of portfolio›$24.1K
Comprehensive Financial Planning, Inc.300
0.0% of portfolio›$24.1K
Skylands Capital, LLC275
0.0% of portfolio›$22.1K
Mitsubishi UFJ Asset Management Co., Ltd.272
0.0% of portfolio›$21.9K
Grove Bank & Trust218
0.0% of portfolio›$17.5K
Farther Finance Advisors, LLC209
0.0% of portfolio›$16.8K
MassMutual Private Wealth & Trust, FSB174
0.0% of portfolio›$14.0K
Root Financial Partners, LLC165
0.0% of portfolio›$13.3K
Cedar Mountain Advisors, LLC162
0.0% of portfolio›$13.0K
Mather Group, Llc.154
0.0% of portfolio›$12.4K
Key FInancial Inc148
0.0% of portfolio›$11.9K
Armstrong Advisory Group, Inc133
0.0% of portfolio›$10.7K
EverSource Wealth Advisors, LLC132
0.0% of portfolio›$10.6K
WPG Advisers, LLC121
0.0% of portfolio›$9.7K
TD Private Client Wealth LLC100
0.0% of portfolio›$8.0K
Tounjian Advisory Partners, LLC100
0.0% of portfolio›$8.0K
Covestor Ltd82
0.0% of portfolio›$7
Richardson Capital Management LLC80
0.0% of portfolio›$6.4K
Signature Equity Partners, LLC79
0.0% of portfolio›$6.3K
Rosenberg Matthew Hamilton61
0.0% of portfolio›$4.9K
Bfsg, LLC58
0.0% of portfolio›$4.7K
Farmers & Merchants Investments Inc53
0.0% of portfolio›$4.3K
JFS Wealth Advisors, LLC34
0.0% of portfolio›$2.7K
Assetmark, Inc31
0.0% of portfolio›$2.5K
Private Wealth Management Group, LLC24
0.0% of portfolio›$1.9K
Washington Trust Advisors, Inc.24
0.0% of portfolio›$1.9K
Fortitude Family Office, LLC22
0.0% of portfolio›$1.8K
Montag A & Associates Inc20
0.0% of portfolio›$1.6K
First Horizon Corp16
0.0% of portfolio›$1.3K
Bell Investment Advisors, Inc16
0.0% of portfolio›$1.3K
Creative Capital Management Investments LLC16
0.0% of portfolio›$1.3K
SJS Investment Consulting Inc.15
0.0% of portfolio›$1.2K
Wolff Wiese Magana LLC14
0.0% of portfolio›$1.1K
Valley National Advisers Inc12
0.0% of portfolio›$965
UMB Private Wealth Management, LLC12
0.0% of portfolio›$964
Gilpin Wealth Management, LLC10
0.0% of portfolio›$804
Ascentis Wealth Management, LLC10
0.0% of portfolio›$803
Meriwether Wealth & Planning, LLC7
0.0% of portfolio›$562
Burk Holdings LLC6
0.0% of portfolio›$482
Essential Partners LLC6
0.0% of portfolio›$482
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$483
Noble Wealth Management PBC5
0.0% of portfolio›$402
Bay Harbor Wealth Management, LLC5
0.0% of portfolio›$402
Montgomery Financial Services LLC4
0.0% of portfolio›$321
DecisionPoint Financial, LLC3
0.0% of portfolio›$235
SBI Securities Co., Ltd.2
0.0% of portfolio›$161
Hughes Financial Services, LLC2
0.0% of portfolio›$181
Financial Consulate, Inc2
0.0% of portfolio›$161
Davis Capital Management1
0.0% of portfolio›$80
Proathlete Wealth Management LLC1
0.0% of portfolio›$80
MV Capital Management, Inc.1
0.0% of portfolio›$81
Abound Wealth Management1
0.0% of portfolio›$81
StyleTurnoverLocationFiled
Wasatch Advisors LP
3,056,089$245.6M1.8%GARPMediumSalt Lake City, UT2026-10-13
Conestoga Capital Advisors, LLC
1,720,853$138.3M4.2%CoreLowWayne, PA2026-11-02
Dimensional Fund Advisors LP
1,286,165$103.3M0.0%IndexLowAustin, TX2026-11-04
Pictet Asset Management Holding SA
1,040,856$83.6M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Allspring Global Investments Holdings, LLC
659,597$51.5M0.1%CoreMediumCharlotte, NC2026-11-04
TimesSquare Capital Management, LLC
503,799$40.5M0.7%GrowthMediumNew York, NY2026-11-03
Boston Trust Walden Corp
353,538$28.4M0.2%CoreLowBoston, MA2026-10-30
Principal Financial Group Inc
303,653$24.4M0.0%CoreLowDes Moines, IA2026-11-02
Fenimore Asset Management Inc
191,816$15.4M0.3%CoreLowCobleskill, NY2026-10-08
Granite Investment Partners, LLC
181,083$14.6M0.8%CoreMediumEl Segundo, CA2026-11-04
Oppenheimer Asset Management Inc.
103,552$8.3M0.1%CoreMediumNew York, NY2026-10-27
Summit Creek Advisors LLC
87,753$7.1M2.8%GARPLowMinneapolis, MN2026-11-03
J. Safra Sarasin Holding AG
84,585$6.8M0.1%CoreMediumBasel, Switzerland2026-10-26
Kornitzer Capital Management Inc
61,425$4.9M0.1%CoreLowShawnee Mission, KS2026-11-03
B. Metzler seel. Sohn & Co. AG
61,119$4.9M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Mutual of America Capital Management LLC
60,016$4.8M0.0%IndexLowNew York, NY2026-10-23
Achmea Investment Management B.V.
46,255$3.7M0.0%CoreMediumZeist, Philippines2026-10-30
Wealth Enhancement Advisory Services, LLC
42,024$3.5M0.0%CoreLowPlymouth, MN2026-10-13
OAK Ridge Investments LLC
38,302$3.1M0.2%MomentumMediumChicago, IL2026-10-30
Strs Ohio
38,050$3.1M0.0%CoreMediumColumbus, OH2026-10-30
Kraematon Investment Advisors, Inc
35,297$2.8M2.1%MomentumLowBraintree, MA2026-11-02
Louisiana State Employees Retirement System
26,700$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Tompkins Financial Corp
26,677$2.1M0.2%CoreLowIthaca, NY2026-10-05
Gradient Investments LLC
26,305$2.1M0.0%CoreMediumArden Hills, MN2026-10-08
Creative Planning
25,935$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Yousif Capital Management, LLC
19,271$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
17,637$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Searle & Co.
16,600$1.3M0.3%CoreLowGreenwich, CT2026-11-04
Amalgamated Bank
16,332$1.3M0.0%CoreVery LowNew York, NY2026-10-23
Assenagon Asset Management S.A.
16,087$1.3M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Moody National Bank Trust Division
15,218$1.2M0.1%CoreMediumGalveston, TX2026-10-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,762$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
14,054$1.1M0.0%IndexVery LowTigard, OR2026-10-30
New York State Teachers Retirement System
13,800$1.1M0.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
13,361$1.1M0.0%CoreMediumNew York, NY2026-11-04
Truist Financial Corp
12,954$1.0M0.0%CoreLowCharlotte, NC2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab
11,970$961.8K0.0%IndexLowCopenhagen O, Greece2026-10-19
Keybank National Association
11,464$921.1K0.0%CoreLowBrooklyn, OH2026-11-04
State of Alaska, Department of Revenue
10,569$849.0K0.0%CoreVery LowJuneau, AK2026-10-15
Sheets Smith Wealth Management
10,255$824.0K0.1%CoreLowWinston-Salem, NC2026-10-16
Exchange Traded Concepts, LLC
9,116$732.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
ProShare Advisors LLC
8,752$703.2K0.0%GrowthLowBethesda, MD2026-10-29
Vise Technologies, Inc.
7,504$602.9K0.0%IndexLowNew York, NY2026-10-29
AMI Asset Management Corp
7,053$566.7K0.0%GrowthMediumLos Angeles, CA2026-10-20
Atria Investments, Inc
6,732$540.9K0.0%CoreMediumCharlotte, NC2026-10-15
Counterpoint Mutual Funds LLC
6,516$523.6K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Park Avenue Securities LLC
6,493$522.0K0.0%ETFMediumNew York, NY2026-10-26
Xponance LLC
6,130$492.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Asset Advisory Group, Inc.
4,556$366.1K0.2%CoreVery LowKinnelon, NJ2026-10-20
Access Investment Management LLC
4,500$361.6K0.1%Deep ValueLowAtlanta, GA2026-10-23
WoodTrust Financial Corp
4,500$362.0K0.2%CoreLowWisconsin Rapids, WI2026-10-09
Swiss Life Asset Management Ltd
4,215$338.7K0.0%CoreLowZurich, Switzerland2026-11-03
ZWJ Investment Counsel Inc
4,006$321.9K0.0%CoreLowAtlanta, GA2026-10-15
Hilltop National Bank
3,941$316.7K0.1%CoreLowCasper, WY2026-10-14
Associated Banc-Corp
3,900$313.4K0.0%CoreLowGreen Bay, WI2026-10-30
State of Wyoming
3,693$296.7K0.0%ValueHighCheyenne, WY2026-10-28
Mascoma Wealth Management LLC
3,440$276.4K0.1%ETFVery LowHanover, NH2026-10-23
Grimes & Co Wealth Management, LLC
3,300$265.2K0.0%CoreLowWestborough, MA2026-10-29
Verdence Capital Advisors LLC
3,124$251.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Silverlake Wealth Management LLC
3,090$248.3K0.0%ETFLowWilliston, VT2026-10-21
Profund Advisors LLC
2,918$234.5K0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
2,884$231.7K0.0%ETFLowWaltham, MA2026-11-02
Elevation Point Wealth Partners, LLC
2,767$222.4K0.0%CoreHighDenver, CO2026-11-05
Patriot Financial Group Insurance Agency, LLC
2,720$218.6K0.0%GrowthLowWalpole, MA2026-10-14
Fulcrum Asset Management LLP
2,665$213.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Cambridge Investment Research Advisors, Inc.
2,660$214.0K0.0%ETFLowFairfield, IA2026-11-02
Abel Hall, LLC
2,503$201.1K0.0%CoreMediumBaton Rouge, LA2026-10-19
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
2,500$200.9K0.1%GrowthMediumWarsaw, Russia2026-10-21
Axxion S.A.
2,468$198.3K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Gamma Investing LLC
2,283$183.4K0.0%IndexVery LowFoster City, CA2026-10-08
Nisa Investment Advisors, LLC
2,269$182.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
2,110$169.5K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
2,019$162.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Trust Co of Vermont
1,525$122.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,475$118.5K0.0%GARPLowMansfield, OH2026-10-27
Plante Moran Financial Advisors, LLC
1,318$105.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Caitong International Asset Management Co., Ltd
1,266$101.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Atlantic Edge Private Wealth Management, LLC
1,235$99.2K0.0%CoreLowJacksonville, FL2026-10-20
Ares Financial Consulting, LLC
685$55.0K0.0%CoreLowCalabasas, CA2026-10-19
Salomon & Ludwin, LLC
640$51.4K0.0%ETFVery LowRichmond, VA2026-10-29
Hilton Head Capital Partners, LLC
540$43.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
Harbor Investment Advisory, LLC
518$41.6K0.0%GrowthLowLutherville, MD2026-10-13
Signaturefd, LLC
488$39.2K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
449$36.1K0.0%GARPLowPhoenix, AZ2026-10-02
Parkside Financial Bank & Trust
444$35.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Leonteq Securities AG
419$33.7K0.0%CoreHighZurich, Switzerland2026-10-29
Parallel Advisors, LLC
393$31.6K0.0%IndexLowSan Francisco, CA2026-11-03
Quadrant Capital Group LLC
390$33.3K0.0%CoreLowCincinnati, OH2026-10-20
Bare Financial Services, Inc
300$24.1K0.0%ETFVery LowGap, PA2026-11-04
Comprehensive Financial Planning, Inc.
300$24.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Skylands Capital, LLC
275$22.1K0.0%ValueMediumMilwaukee, WI2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
272$21.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Grove Bank & Trust
218$17.5K0.0%ETFLowMiami, FL2026-10-08
Farther Finance Advisors, LLC
209$16.8K0.0%IndexLowSan Francisco, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
174$14.0K0.0%CoreLowSpringfield, MA2026-10-05
Root Financial Partners, LLC
165$13.3K0.0%ETFMediumEncinitas, CA2026-10-21
Cedar Mountain Advisors, LLC
162$13.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Mather Group, Llc.
154$12.4K0.0%ETFMediumChicago, IL2026-10-14
Key FInancial Inc
148$11.9K0.0%ETFLowWest Chester, PA2026-11-02
Armstrong Advisory Group, Inc
133$10.7K0.0%ETFHighNeedham, MA2026-10-09
EverSource Wealth Advisors, LLC
132$10.6K0.0%CoreMediumBirmingham, AL2026-11-04
WPG Advisers, LLC
121$9.7K0.0%CoreLowBaltimore, MD2026-10-27
TD Private Client Wealth LLC
100$8.0K0.0%ETFLowNew York, NY2026-10-28
Tounjian Advisory Partners, LLC
100$8.0K0.0%GrowthHighFort Myers, FL2026-11-04
Covestor Ltd
82$70.0%ValueHighLondon, United Kingdom2026-10-30
Richardson Capital Management LLC
80$6.4K0.0%ETFLowMenomonee Falls, WI2026-10-23
Signature Equity Partners, LLC
79$6.3K0.0%GrowthMediumColumbus, OH2026-10-29
Rosenberg Matthew Hamilton
61$4.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Bfsg, LLC
58$4.7K0.0%CoreLowIrvine, CA2026-10-30
Farmers & Merchants Investments Inc
53$4.3K0.0%CoreVery LowLincoln, NE2026-10-22
JFS Wealth Advisors, LLC
34$2.7K0.0%ETFVery LowHermitage, PA2026-11-03
Assetmark, Inc
31$2.5K0.0%ETFLowConcord, CA2026-10-21
Private Wealth Management Group, LLC
24$1.9K0.0%ETFLowPrinceton, NJ2026-10-19
Washington Trust Advisors, Inc.
24$1.9K0.0%GrowthLowWellesley, MA2026-10-22
Fortitude Family Office, LLC
22$1.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Montag A & Associates Inc
20$1.6K0.0%CoreLowAtlanta, GA2026-10-29
First Horizon Corp
16$1.3K0.0%CoreLowMemphis, TN2026-10-26
Bell Investment Advisors, Inc
16$1.3K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Capital Management Investments LLC
16$1.3K0.0%ETFLowSan Diego, CA2026-10-28
SJS Investment Consulting Inc.
15$1.2K0.0%ETFVery LowSylvania, OH2026-10-26
Wolff Wiese Magana LLC
14$1.1K0.0%GrowthLowCarslbad, CA2026-10-15
Valley National Advisers Inc
12$9650.0%ETFLowBethlehem, PA2026-10-23
UMB Private Wealth Management, LLC
12$9640.0%GrowthN/AKansas City, MO2026-10-19
Gilpin Wealth Management, LLC
10$8040.0%GrowthLowDenver, CO2026-10-09
Ascentis Wealth Management, LLC
10$8030.0%Agg GrowthLowDallas, TX2026-11-03
Meriwether Wealth & Planning, LLC
7$5620.0%ETFMediumMinden, LA2026-10-13
Burk Holdings LLC
6$4820.0%ETFVery LowTulsa, OK2026-11-05
Essential Partners LLC
6$4820.0%ValueMediumRancho Santa Fe, CA2026-10-14
DiNuzzo Private Wealth, Inc.
6$4830.0%ETFLowBeaver, PA2026-10-16
Noble Wealth Management PBC
5$4020.0%YieldMediumGreenwood Village, CO2026-10-01
Bay Harbor Wealth Management, LLC
5$4020.0%ETFMediumHunt Valley, MD2026-11-03
Montgomery Financial Services LLC
4$3210.0%ETFN/AOcean City, MD2026-11-03
DecisionPoint Financial, LLC
3$2350.0%ETFVery LowMesa, AZ2026-10-27
SBI Securities Co., Ltd.
2$1610.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hughes Financial Services, LLC
2$1810.0%ETFLowHerndon, VA2026-10-30
Financial Consulate, Inc
2$1610.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
1$800.0%CoreLowJacksonville, FL2026-10-08
Proathlete Wealth Management LLC
1$800.0%ETFVery LowBoca Raton, FL2026-10-15
MV Capital Management, Inc.
1$810.0%ETFLowBethesda, MD2026-10-29
Abound Wealth Management
1$810.0%ETFVery LowFranklin, TN2026-10-26