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Chesapeake Utilities Corp (CPK)

CUSIP: 165303108 | NYSE | Utilities · Utilities - Regulated Gas | Mid Cap | 886 institutional holders

Quarters

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

Dimensional Fund Advisors LP451,244
0.0% of portfolio›$58.0M
Copeland Capital Management, LLC432,870
1.3% of portfolio›$55.6M
Boston Trust Walden Corp286,489
0.3% of portfolio›$36.8M
Bank of New York Mellon Corp210,607
0.0% of portfolio›$27.1M
Tributary Capital Management, LLC151,239
1.8% of portfolio›$19.4M
Principal Financial Group Inc115,207
0.0% of portfolio›$14.8M
ProShare Advisors LLC78,013
0.0% of portfolio›$10.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS63,255
0.0% of portfolio›$8.1M
Exchange Traded Concepts, LLC62,058
0.0% of portfolio›$8.0M
Strs Ohio56,300
0.0% of portfolio›$7.2M
Clear Harbor Asset Management, LLC49,640
0.4% of portfolio›$6.4M
Mutual of America Capital Management LLC49,536
0.1% of portfolio›$6.4M
Moody Aldrich Partners LLC47,616
1.2% of portfolio›$6.1M
Bahl & Gaynor LLC42,435
0.0% of portfolio›$5.5M
Wedge Capital Management L L P35,131
0.1% of portfolio›$4.5M
Hennessy Advisors Inc26,758
0.1% of portfolio›$3.4M
Maryland State Retirement & Pension System26,206
0.1% of portfolio›$3.4M
Tufton Capital Management25,375
1.2% of portfolio›$3.3M
Riverwater Partners LLC20,772
0.6% of portfolio›$2.3M
Cox Capital Mgt LLC19,395
1.4% of portfolio›$2.5M
MGO One Seven LLC18,952
0.0% of portfolio›$2.4M
Creative Planning17,784
0.0% of portfolio›$2.3M
Fruth Investment Management17,313
1.2% of portfolio›$2.2M
Albert D Mason Inc17,164
1.3% of portfolio›$2.2M
Linden Thomas Advisory Services, LLC16,705
0.2% of portfolio›$2.1M
Prospera Financial Services Inc16,697
0.0% of portfolio›$2.3M
Thrivent Financial for Lutherans15,332
0.0% of portfolio›$2.0M
Fifth Third Bancorp14,575
0.0% of portfolio›$1.9M
Illinois Municipal Retirement Fund12,289
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D11,666
0.0% of portfolio›$1.5M
AGP Franklin, LLC10,554
0.6% of portfolio›$1.4M
Harbor Capital Advisors, Inc.10,464
0.2% of portfolio›$1.3M
Louisiana State Employees Retirement System10,300
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC8,944
0.0% of portfolio›$1.1M
Brookstone Capital Management8,553
0.0% of portfolio›$1.1M
ICW Investment Advisors LLC7,834
0.4% of portfolio›$1.0M
Commonwealth Equity Services, LLC7,514
0.0% of portfolio›$965.2K
Arizona State Retirement System6,761
0.0% of portfolio›$868.5K
Amalgamated Bank6,254
0.0% of portfolio›$803.0K
Citigroup Inc6,189
0.0% of portfolio›$795.0K
Yousif Capital Management, LLC6,079
0.0% of portfolio›$780.9K
Inspire Investing, LLC6,020
0.0% of portfolio›$773.4K
New York State Teachers Retirement System5,757
0.0% of portfolio›$740.0K
Spirit of America Management Corp5,550
0.1% of portfolio›$713.0K
Legacy Wealth Asset Management, LLC5,546
0.2% of portfolio›$712.4K
Oregon Public Employees Retirement Fund5,448
0.0% of portfolio›$699.9K
Alps Advisors Inc5,251
0.0% of portfolio›$674.5K
Ethic Inc.5,156
0.0% of portfolio›$662.3K
US Bancorp \de\5,109
0.0% of portfolio›$656.3K
State of Alaska, Department of Revenue4,739
0.0% of portfolio›$608.0K
Wealthcare Capital Partners, LLC4,534
0.2% of portfolio›$582.4K
Adell Harriman & Carpenter Inc4,400
0.0% of portfolio›$565.2K
Pictet Asset Management Holding SA4,320
0.0% of portfolio›$554.9K
Keybank National Association4,223
0.0% of portfolio›$542.5K
Spectrum Strategic Capital Management, LLC3,873
0.2% of portfolio›$497.5K
Quadrant Capital Group LLC3,757
0.0% of portfolio›$487.5K
Imc-Chicago, LLC3,381
0.0% of portfolio›$434.3K
Folger Nolan Fleming Douglas Capital Management, Inc3,230
0.0% of portfolio›$414.9K
Forvis Mazars Wealth Advisors, LLC3,088
0.0% of portfolio›$396.7K
Armstrong Advisory Group, Inc3,000
0.0% of portfolio›$385.4K
Nisa Investment Advisors, LLC2,639
0.0% of portfolio›$341.1K
Xponance LLC2,598
0.0% of portfolio›$333.7K
Park National Corp2,351
0.0% of portfolio›$302.0K
Kestra Advisory Services, LLC2,323
0.0% of portfolio›$298.4K
Gamma Investing LLC2,210
0.0% of portfolio›$283.9K
IFM Investors Pty Ltd2,197
0.0% of portfolio›$282.2K
Teza Capital Management LLC2,008
0.2% of portfolio›$257.9K
Abel Hall, LLC1,712
0.0% of portfolio›$220.0K
Park Avenue Securities LLC1,679
0.0% of portfolio›$216.0K
Choreo, LLC1,627
0.0% of portfolio›$210.2K
Evergreen Capital Management LLC1,624
0.0% of portfolio›$209.8K
Greenleaf Trust1,611
0.0% of portfolio›$206.9K
Cambridge Investment Research Advisors, Inc.1,611
0.0% of portfolio›$207.0K
Virginia Retirement Systems ET Al1,600
0.0% of portfolio›$205.5K
Bokf, NA1,400
0.0% of portfolio›$179.8K
Wilmington Savings Fund Society, FSB1,114
0.0% of portfolio›$143.1K
Tradewinds Capital Management, LLC1,018
0.0% of portfolio›$130.8K
Farther Finance Advisors, LLC1,012
0.0% of portfolio›$130.0K
KBC Group NV773
0.0% of portfolio›$99.0K
Versant Capital Management, Inc688
0.0% of portfolio›$88.4K
Archer Investment Corp525
0.0% of portfolio›$67.4K
Pinnacle Wealth Planning Services, Inc.506
0.0% of portfolio›$65.0K
Sterling Capital Management LLC476
0.0% of portfolio›$61.1K
Rossby Financial, LCC465
0.0% of portfolio›$59.7K
Signaturefd, LLC452
0.0% of portfolio›$58.1K
Creative Financial Designs Inc450
0.0% of portfolio›$57.8K
Assetmark, Inc342
0.0% of portfolio›$43.9K
EverSource Wealth Advisors, LLC339
0.0% of portfolio›$43.5K
First Bancorp, Inc300
0.0% of portfolio›$38.5K
Entrust Financial LLC300
0.0% of portfolio›$38.5K
Heritage Family Offices, LLP276
0.0% of portfolio›$35.4K
Lanark Financial, Inc.255
0.0% of portfolio›$32.8K
Farmers & Merchants Investments Inc238
0.0% of portfolio›$30.6K
JFS Wealth Advisors, LLC225
0.0% of portfolio›$28.9K
Ares Financial Consulting, LLC216
0.0% of portfolio›$27.7K
Foster Dykema Cabot & Partners, LLC175
0.0% of portfolio›$22.6K
Private Trust Co NA170
0.0% of portfolio›$21.8K
Essential Partners LLC169
0.0% of portfolio›$21.7K
IFP Advisors, Inc163
0.0% of portfolio›$20.9K
Parkside Financial Bank & Trust137
0.0% of portfolio›$17.6K
Daiwa Securities Group Inc.131
0.0% of portfolio›$16.8K
MassMutual Private Wealth & Trust, FSB116
0.0% of portfolio›$14.9K
Caitong International Asset Management Co., Ltd113
0.0% of portfolio›$14.5K
Salomon & Ludwin, LLC112
0.0% of portfolio›$14.4K
Parallel Advisors, LLC97
0.0% of portfolio›$12.5K
Retirement Wealth Solutions LLC93
0.0% of portfolio›$11.9K
Acumen Wealth Advisors, LLC92
0.0% of portfolio›$11.9K
SJS Investment Consulting Inc.89
0.0% of portfolio›$11.4K
Fortitude Family Office, LLC66
0.0% of portfolio›$8.5K
Mitsubishi UFJ Asset Management Co., Ltd.58
0.0% of portfolio›$7.5K
Larson Financial Group LLC50
0.0% of portfolio›$6.4K
Bare Financial Services, Inc50
0.0% of portfolio›$6.4K
Pflug Koory, LLC50
0.0% of portfolio›$6.4K
First Horizon Corp49
0.0% of portfolio›$6.3K
Root Financial Partners, LLC45
0.0% of portfolio›$5.8K
First United Bank & Trust38
0.0% of portfolio›$4.9K
TD Private Client Wealth LLC33
0.0% of portfolio›$4.2K
Bell Investment Advisors, Inc32
0.0% of portfolio›$4.1K
Elyxium Wealth, LLC29
0.0% of portfolio›$3.7K
True Wealth Design, LLC24
0.0% of portfolio›$3.1K
WPG Advisers, LLC23
0.0% of portfolio›$3.0K
Cullen T Bankers, Inc.20
0.0% of portfolio›$2.6K
Mather Group, Llc.20
0.0% of portfolio›$2.6K
GK Wealth Management LLC20
0.0% of portfolio›$2.6K
Clark Wealth Partners15
0.0% of portfolio›$1.9K
Private Wealth Management Group, LLC14
0.0% of portfolio›$1.8K
UMB Private Wealth Management, LLC14
0.0% of portfolio›$1.8K
Aventus Investment Advisors, Inc.13
0.0% of portfolio›$1.7K
Creative Capital Management Investments LLC8
0.0% of portfolio›$1.0K
CX Institutional7
0.0% of portfolio›$1
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$900
Valley National Advisers Inc7
0.0% of portfolio›$900
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$643
Hughes Financial Services, LLC5
0.0% of portfolio›$678
Provenance Wealth Advisors, LLC5
0.0% of portfolio›$642
Covestor Ltd3
0.0% of portfolio›$1
Bay Harbor Wealth Management, LLC3
0.0% of portfolio›$387
Gilpin Wealth Management, LLC2
0.0% of portfolio›$257
Financial Consulate, Inc2
0.0% of portfolio›$257
Davis Capital Management2
0.0% of portfolio›$257
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
451,244$58.0M0.0%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
432,870$55.6M1.3%ValueMediumConshohocken, PA2026-10-13
Boston Trust Walden Corp
286,489$36.8M0.3%CoreLowBoston, MA2026-10-30
Bank of New York Mellon Corp
210,607$27.1M0.0%CoreLowNew York, NY2026-11-05
Tributary Capital Management, LLC
151,239$19.4M1.8%ValueMediumOmaha, NE2026-10-28
Principal Financial Group Inc
115,207$14.8M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
78,013$10.0M0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
63,255$8.1M0.0%CoreLowHarrisburg, PA2026-11-03
Exchange Traded Concepts, LLC
62,058$8.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Strs Ohio
56,300$7.2M0.0%CoreMediumColumbus, OH2026-10-30
Clear Harbor Asset Management, LLC
49,640$6.4M0.4%CoreLowStamford, CT2026-11-05
Mutual of America Capital Management LLC
49,536$6.4M0.1%IndexLowNew York, NY2026-10-23
Moody Aldrich Partners LLC
47,616$6.1M1.2%ValueHighMarblehead, MA2026-10-27
Bahl & Gaynor LLC
42,435$5.5M0.0%CoreLowCincinnati, OH2026-11-05
Wedge Capital Management L L P
35,131$4.5M0.1%ValueMediumCharlotte, NC2026-10-13
Hennessy Advisors Inc
26,758$3.4M0.1%Deep ValueMediumNovato, CA2026-10-28
Maryland State Retirement & Pension System
26,206$3.4M0.1%IndexVery LowBaltimore, MD2026-11-05
Tufton Capital Management
25,375$3.3M1.2%CoreVery LowHunt Valley, MD2026-10-20
Riverwater Partners LLC
20,772$2.3M0.6%ValueMediumMilwaukee, WI2026-11-03
Cox Capital Mgt LLC
19,395$2.5M1.4%GrowthMediumAndover, MA2026-10-07
MGO One Seven LLC
18,952$2.4M0.0%GrowthLowBeachwood, OH2026-10-28
Creative Planning
17,784$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Fruth Investment Management
17,313$2.2M1.2%CoreVery LowHouston, TX2026-10-13
Albert D Mason Inc
17,164$2.2M1.3%CoreLowBoston, MA2026-10-27
Linden Thomas Advisory Services, LLC
16,705$2.1M0.2%CoreLowCharlotte, NC2026-10-19
Prospera Financial Services Inc
16,697$2.3M0.0%CoreMediumDallas, TX2026-11-04
Thrivent Financial for Lutherans
15,332$2.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Fifth Third Bancorp
14,575$1.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Illinois Municipal Retirement Fund
12,289$1.6M0.0%CoreMediumOak Brook, IL2026-11-05
State of New Jersey Common Pension Fund D
11,666$1.5M0.0%CoreLowTrenton, NJ2026-11-05
AGP Franklin, LLC
10,554$1.4M0.6%GrowthMediumFranklin, TN2026-11-04
Harbor Capital Advisors, Inc.
10,464$1.3M0.2%ValueHighChicago, IL2026-10-22
Louisiana State Employees Retirement System
10,300$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Wealth Enhancement Advisory Services, LLC
8,944$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Brookstone Capital Management
8,553$1.1M0.0%ETFMediumWheaton, IL2026-10-22
ICW Investment Advisors LLC
7,834$1.0M0.4%CoreVery LowScottsdale, AZ2026-10-27
Commonwealth Equity Services, LLC
7,514$965.2K0.0%ETFLowWaltham, MA2026-11-02
Arizona State Retirement System
6,761$868.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
6,254$803.0K0.0%CoreVery LowNew York, NY2026-10-23
Citigroup Inc
6,189$795.0K0.0%CoreMediumNew York, NY2026-11-04
Yousif Capital Management, LLC
6,079$780.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Inspire Investing, LLC
6,020$773.4K0.0%GARPHighMeridian, ID2026-10-22
New York State Teachers Retirement System
5,757$740.0K0.0%CoreVery LowAlbany, NY2026-10-22
Spirit of America Management Corp
5,550$713.0K0.1%GARPLowSyosset, NY2026-10-14
Legacy Wealth Asset Management, LLC
5,546$712.4K0.2%GARPMediumWoodbury, MN2026-10-09
Oregon Public Employees Retirement Fund
5,448$699.9K0.0%IndexVery LowTigard, OR2026-10-30
Alps Advisors Inc
5,251$674.5K0.0%YieldLowDenver, CO2026-11-03
Ethic Inc.
5,156$662.3K0.0%CoreLowNew York, NY2026-11-03
US Bancorp \de\
5,109$656.3K0.0%IndexLowMinneapolis, MN2026-11-05
State of Alaska, Department of Revenue
4,739$608.0K0.0%CoreVery LowJuneau, AK2026-10-15
Wealthcare Capital Partners, LLC
4,534$582.4K0.2%ETFLowWest Chester, PA2026-10-21
Adell Harriman & Carpenter Inc
4,400$565.2K0.0%GrowthVery LowHouston, TX2026-11-02
Pictet Asset Management Holding SA
4,320$554.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Keybank National Association
4,223$542.5K0.0%CoreLowBrooklyn, OH2026-11-04
Spectrum Strategic Capital Management, LLC
3,873$497.5K0.2%ETFMediumCorvallis, OR2026-10-22
Quadrant Capital Group LLC
3,757$487.5K0.0%CoreLowCincinnati, OH2026-10-20
Imc-Chicago, LLC
3,381$434.3K0.0%GARPVery HighChicago, IL2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
3,230$414.9K0.0%CoreLowWashington, DC2026-10-13
Forvis Mazars Wealth Advisors, LLC
3,088$396.7K0.0%ETFVery LowSpringfield, MO2026-10-13
Armstrong Advisory Group, Inc
3,000$385.4K0.0%ETFHighNeedham, MA2026-10-09
Nisa Investment Advisors, LLC
2,639$341.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Xponance LLC
2,598$333.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Park National Corp
2,351$302.0K0.0%CoreLowNewark, OH2026-10-05
Kestra Advisory Services, LLC
2,323$298.4K0.0%CoreLowAustin, TX2026-11-02
Gamma Investing LLC
2,210$283.9K0.0%IndexVery LowFoster City, CA2026-10-08
IFM Investors Pty Ltd
2,197$282.2K0.0%IndexVery LowMelbourne, China2026-10-14
Teza Capital Management LLC
2,008$257.9K0.2%ValueHighAustin, TX2026-10-23
Abel Hall, LLC
1,712$220.0K0.0%CoreMediumBaton Rouge, LA2026-10-19
Park Avenue Securities LLC
1,679$216.0K0.0%ETFMediumNew York, NY2026-10-26
Choreo, LLC
1,627$210.2K0.0%IndexLowRockford, IL2026-10-28
Evergreen Capital Management LLC
1,624$209.8K0.0%GARPMediumBellevue, WA2026-10-23
Greenleaf Trust
1,611$206.9K0.0%CoreLowKalamazoo, MI2026-10-29
Cambridge Investment Research Advisors, Inc.
1,611$207.0K0.0%ETFLowFairfield, IA2026-11-02
Virginia Retirement Systems ET Al
1,600$205.5K0.0%CoreMediumRichmond, VA2026-10-28
Bokf, NA
1,400$179.8K0.0%CoreLowTulsa, OK2026-10-27
Wilmington Savings Fund Society, FSB
1,114$143.1K0.0%CoreLowWilmington, DE2026-10-23
Tradewinds Capital Management, LLC
1,018$130.8K0.0%ETFVery HighBellingham, WA2026-10-23
Farther Finance Advisors, LLC
1,012$130.0K0.0%IndexLowSan Francisco, CA2026-10-08
KBC Group NV
773$99.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Versant Capital Management, Inc
688$88.4K0.0%GARPLowPhoenix, AZ2026-10-02
Archer Investment Corp
525$67.4K0.0%CoreMediumCarmel, IN2026-11-05
Pinnacle Wealth Planning Services, Inc.
506$65.0K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
476$61.1K0.0%GARPMediumCharlotte, NC2026-10-22
Rossby Financial, LCC
465$59.7K0.0%ETFMediumMelbourne, FL2026-11-05
Signaturefd, LLC
452$58.1K0.0%IndexLowAtlanta, GA2026-10-23
Creative Financial Designs Inc
450$57.8K0.0%ETFMediumKokomo, IN2026-11-04
Assetmark, Inc
342$43.9K0.0%ETFLowConcord, CA2026-10-21
EverSource Wealth Advisors, LLC
339$43.5K0.0%CoreMediumBirmingham, AL2026-11-04
First Bancorp, Inc
300$38.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Entrust Financial LLC
300$38.5K0.0%ETFLowWayne, PA2026-11-04
Heritage Family Offices, LLP
276$35.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Lanark Financial, Inc.
255$32.8K0.0%CoreMediumBirmingham, AL2026-10-26
Farmers & Merchants Investments Inc
238$30.6K0.0%CoreVery LowLincoln, NE2026-10-22
JFS Wealth Advisors, LLC
225$28.9K0.0%ETFVery LowHermitage, PA2026-11-03
Ares Financial Consulting, LLC
216$27.7K0.0%CoreLowCalabasas, CA2026-10-19
Foster Dykema Cabot & Partners, LLC
175$22.6K0.0%GrowthLowWaltham, MA2026-10-30
Private Trust Co NA
170$21.8K0.0%CoreLowCleveland, OH2026-10-20
Essential Partners LLC
169$21.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
163$20.9K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
137$17.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Daiwa Securities Group Inc.
131$16.8K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
MassMutual Private Wealth & Trust, FSB
116$14.9K0.0%CoreLowSpringfield, MA2026-10-05
Caitong International Asset Management Co., Ltd
113$14.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Salomon & Ludwin, LLC
112$14.4K0.0%ETFVery LowRichmond, VA2026-10-29
Parallel Advisors, LLC
97$12.5K0.0%IndexLowSan Francisco, CA2026-11-03
Retirement Wealth Solutions LLC
93$11.9K0.0%ETFLowMarshfield, WI2026-10-07
Acumen Wealth Advisors, LLC
92$11.9K0.0%GrowthHighChattanooga, TN2026-11-05
SJS Investment Consulting Inc.
89$11.4K0.0%ETFVery LowSylvania, OH2026-10-26
Fortitude Family Office, LLC
66$8.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
58$7.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Larson Financial Group LLC
50$6.4K0.0%GrowthLowSt Louis, MO2026-11-05
Bare Financial Services, Inc
50$6.4K0.0%ETFVery LowGap, PA2026-11-04
Pflug Koory, LLC
50$6.4K0.0%CoreVery LowOmaha, NE2026-10-26
First Horizon Corp
49$6.3K0.0%CoreLowMemphis, TN2026-10-26
Root Financial Partners, LLC
45$5.8K0.0%ETFMediumEncinitas, CA2026-10-21
First United Bank & Trust
38$4.9K0.0%CoreLowOakland, MD2026-10-22
TD Private Client Wealth LLC
33$4.2K0.0%ETFLowNew York, NY2026-10-28
Bell Investment Advisors, Inc
32$4.1K0.0%ETFVery LowOrinda, CA2026-10-29
Elyxium Wealth, LLC
29$3.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
True Wealth Design, LLC
24$3.1K0.0%ETFMediumAkron, OH2026-10-13
WPG Advisers, LLC
23$3.0K0.0%CoreLowBaltimore, MD2026-10-27
Cullen T Bankers, Inc.
20$2.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Mather Group, Llc.
20$2.6K0.0%ETFMediumChicago, IL2026-10-14
GK Wealth Management LLC
20$2.6K0.0%GARPVery HighReno, NV2026-10-09
Clark Wealth Partners
15$1.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
Private Wealth Management Group, LLC
14$1.8K0.0%ETFLowPrinceton, NJ2026-10-19
UMB Private Wealth Management, LLC
14$1.8K0.0%GrowthN/AKansas City, MO2026-10-19
Aventus Investment Advisors, Inc.
13$1.7K0.0%ETFLowNaples, FL2026-10-09
Creative Capital Management Investments LLC
8$1.0K0.0%ETFLowSan Diego, CA2026-10-28
CX Institutional
7$10.0%CoreMediumAuburn, IN2026-10-02
Physician Wealth Advisors, Inc.
7$9000.0%ETFMediumMidvale, UT2026-10-20
Valley National Advisers Inc
7$9000.0%ETFLowBethlehem, PA2026-10-23
DiNuzzo Private Wealth, Inc.
5$6430.0%ETFLowBeaver, PA2026-10-16
Hughes Financial Services, LLC
5$6780.0%ETFLowHerndon, VA2026-10-30
Provenance Wealth Advisors, LLC
5$6420.0%ETFLowFort Lauderdale, FL2026-10-30
Covestor Ltd
3$10.0%ValueHighLondon, United Kingdom2026-10-30
Bay Harbor Wealth Management, LLC
3$3870.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
2$2570.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
2$2570.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
2$2570.0%CoreLowJacksonville, FL2026-10-08