Concentra Group Holdings PAR (CON)

CUSIP: 20603L102 | NYSE | Healthcare · Medical Care Facilities | Mid Cap | 495 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13D/ARobert A. Ortenzio	6,648,222	5.2%	−100,000	Sep 1, 2026	No 13F filer matched

13D/ARobert A. Ortenzio6,648,222

5.2% of class · Sep 1, 2026

Institutional Holders — Q3 2026

Sort by

Dimensional Fund Advisors LP3,237,614

0.0% of portfolio$111.5M

Principal Financial Group Inc2,248,001

0.0% of portfolio$77.4M

Thrivent Financial for Lutherans2,050,057

0.2% of portfolio$70.6M

Bank of New York Mellon Corp944,683

0.0% of portfolio$32.5M

Tributary Capital Management, LLC657,703

2.1% of portfolio$22.6M

Alps Advisors Inc466,843

0.1% of portfolio$16.1M

Mutual of America Capital Management LLC349,192

0.1% of portfolio$12.0M

Robeco Institutional Asset Management B.V.231,008

0.0% of portfolio$8.0M

Equitable Trust Co223,881

0.3% of portfolio$7.7M

Essex Investment Management Co LLC142,065

0.7% of portfolio$4.9M

OAK Ridge Investments LLC140,243

0.3% of portfolio$4.8M

Creative Planning88,606

0.0% of portfolio$3.0M

Isthmus Partners, LLC78,996

0.3% of portfolio$2.7M

Inspire Investing, LLC69,915

0.1% of portfolio$2.4M

Illinois Municipal Retirement Fund59,883

0.0% of portfolio$2.1M

Romano Brothers and Company59,866

0.2% of portfolio$2.1M

Campbell Newman Asset Management Inc51,929

0.1% of portfolio$1.8M

Louisiana State Employees Retirement System50,500

0.0% of portfolio$1.7M

Citigroup Inc45,383

0.0% of portfolio$1.6M

New York State Teachers Retirement System45,104

0.0% of portfolio$1.6M

State of New Jersey Common Pension Fund D39,968

0.0% of portfolio$1.4M

Arizona State Retirement System32,441

0.0% of portfolio$1.1M

Yousif Capital Management, LLC30,728

0.0% of portfolio$1.1M

Amalgamated Bank30,725

0.0% of portfolio$1.1M

Fractal Investments LLC29,000

0.1% of portfolio$998.2K

Moran Wealth Management, LLC28,202

0.0% of portfolio$970.7K

Commonwealth of Pennsylvania Public School Empls Retrmt SYS27,942

0.0% of portfolio$961.8K

Oregon Public Employees Retirement Fund26,608

0.0% of portfolio$915.8K

Central Pacific Bank - Trust Division25,814

0.1% of portfolio$888.5K

State of Alaska, Department of Revenue25,498

0.0% of portfolio$876.0K

MacKenzie Financial Corp24,028

0.0% of portfolio$827.0K

Larson Financial Group LLC22,733

0.0% of portfolio$782.5K

State of Wyoming21,558

0.1% of portfolio$742.0K

Sageworth Trust Co20,522

0.0% of portfolio$706.4K

Pictet Asset Management Holding SA17,910

0.0% of portfolio$616.5K

Jackson Creek Investment Advisors LLC17,370

0.5% of portfolio$598.0K

Strs Ohio17,100

0.0% of portfolio$588.6K

Keybank National Association16,641

0.0% of portfolio$572.8K

Oppenheimer Asset Management Inc.16,420

0.0% of portfolio$565.2K

ProShare Advisors LLC16,181

0.0% of portfolio$557.0K

Wealth Enhancement Advisory Services, LLC15,742

0.0% of portfolio$255.5K

Vise Technologies, Inc.15,024

0.0% of portfolio$517.1K

Swiss Life Asset Management Ltd13,862

0.0% of portfolio$477.1K

Bokf, NA13,513

0.0% of portfolio$465.1K

Xponance LLC13,248

0.0% of portfolio$456.0K

Exchange Traded Concepts, LLC12,915

0.0% of portfolio$444.5K

Hohimer Wealth Management, LLC12,412

0.0% of portfolio$427.2K

Sterling Capital Management LLC12,311

0.0% of portfolio$423.7K

Virginia Retirement Systems ET Al11,300

0.0% of portfolio$388.9K

CenterBook Partners LP11,289

0.0% of portfolio$388.6K

Visionary Wealth Advisors11,163

0.0% of portfolio$384.2K

Allspring Global Investments Holdings, LLC9,981

0.0% of portfolio$349.0K

Summit Global Investments9,642

0.1% of portfolio$332.0K

Evergreen Capital Management LLC9,055

0.0% of portfolio$311.7K

Trust Point Inc.8,827

0.0% of portfolio$303.8K

NorthCrest Asset Manangement, LLC8,764

0.0% of portfolio$320.9K

Park Capital Management, LLC / WI8,687

0.2% of portfolio$299.0K

Nisa Investment Advisors, LLC8,650

0.0% of portfolio$297.7K

Pinnacle Associates LTD8,452

0.0% of portfolio$290.9K

Praxis Investment Management Inc8,120

0.0% of portfolio$279.0K

CIBC Asset Management Inc7,546

0.0% of portfolio$259.7K

Crossmark Global Holdings, Inc.7,126

0.0% of portfolio$245.3K

111 Capital6,746

0.0% of portfolio$232.2K

Legacy Capital Wealth Partners, LLC6,556

0.0% of portfolio$225.6K

Net Worth Advisory Group6,390

0.1% of portfolio$223.5K

DekaBank Deutsche Girozentrale6,142

0.0% of portfolio$217

Quadrant Capital Group LLC6,133

0.0% of portfolio$230.2K

KBC Group NV4,335

0.0% of portfolio$149.0K

Gamma Investing LLC3,436

0.0% of portfolio$118.3K

Pinnacle Wealth Planning Services, Inc.2,923

0.0% of portfolio$100.6K

Covestor Ltd2,621

0.2% of portfolio$90.0K

Farther Finance Advisors, LLC2,316

0.0% of portfolio$79.7K

Heritage Family Offices, LLP1,647

0.0% of portfolio$56.7K

Salomon & Ludwin, LLC1,647

0.0% of portfolio$56.7K

EverSource Wealth Advisors, LLC1,495

0.0% of portfolio$51.5K

CX Institutional1,384

0.0% of portfolio$48

Monetary Solutions, Ltd1,080

0.0% of portfolio$37.2K

Fulcrum Asset Management LLP988

0.0% of portfolio$34.9K

iA Global Asset Management Inc.856

0.0% of portfolio$29

Harbor Capital Advisors, Inc.772

0.0% of portfolio$27

Parallel Advisors, LLC738

0.0% of portfolio$25.4K

Private Trust Co NA734

0.0% of portfolio$25.3K

Parkside Financial Bank & Trust689

0.0% of portfolio$23.7K

Versant Capital Management, Inc659

0.0% of portfolio$22.7K

Capital Advisors, Ltd. LLC494

0.0% of portfolio$17.0K

Physician Wealth Advisors, Inc.443

0.0% of portfolio$15.2K

Mitsubishi UFJ Asset Management Co., Ltd.419

0.0% of portfolio$14.4K

Lanark Financial, Inc.403

0.0% of portfolio$13.9K

Fortitude Family Office, LLC385

0.0% of portfolio$13.3K

Bare Financial Services, Inc365

0.0% of portfolio$12.6K

Birch Financial Group, LLC352

0.0% of portfolio$12.1K

Root Financial Partners, LLC350

0.0% of portfolio$12.0K

SJS Investment Consulting Inc.311

0.0% of portfolio$10.7K

Jnba Financial Advisors284

0.0% of portfolio$9.8K

Simplex Trading, LLC199

0.0% of portfolio$6.8K

Mather Group, Llc.179

0.0% of portfolio$6.2K

Highline Wealth Partners LLC168

0.0% of portfolio$5.8K

Signaturefd, LLC167

0.0% of portfolio$5.7K

Acumen Wealth Advisors, LLC138

0.0% of portfolio$4.8K

MassMutual Private Wealth & Trust, FSB130

0.0% of portfolio$4.5K

High Note Wealth, LLC120

0.0% of portfolio$4.1K

Farmers & Merchants Investments Inc105

0.0% of portfolio$3.6K

Ascentis Wealth Management, LLC93

0.0% of portfolio$3.2K

Essential Partners LLC88

0.0% of portfolio$3.0K

Provenance Wealth Advisors, LLC76

0.0% of portfolio$2.6K

POM Investment Strategies, LLC74

0.0% of portfolio$2.5K

Sunrise Financial Services, LLC67

0.0% of portfolio$2.3K

Silver Grove Financial Group, Inc.60

0.0% of portfolio$2.1K

UMB Private Wealth Management, LLC60

0.0% of portfolio$2.1K

IFP Advisors, Inc55

0.0% of portfolio$1.9K

SBI Securities Co., Ltd.50

0.0% of portfolio$1.7K

Ares Financial Consulting, LLC49

0.0% of portfolio$1.7K

Albion Financial Group46

0.0% of portfolio$1.6K

Elyxium Wealth, LLC36

0.0% of portfolio$1.2K

Assetmark, Inc34

0.0% of portfolio$1.2K

Bell Investment Advisors, Inc24

0.0% of portfolio$827

Creative Capital Management Investments LLC24

0.0% of portfolio$826

Valley National Advisers Inc23

0.0% of portfolio$792

Gilpin Wealth Management, LLC18

0.0% of portfolio$620

DiNuzzo Private Wealth, Inc.12

0.0% of portfolio$414

Breakwater Investment Management10

0.0% of portfolio$345

Financial Consulate, Inc7

0.0% of portfolio$241

Davis Capital Management6

0.0% of portfolio$207

Bay Harbor Wealth Management, LLC6

0.0% of portfolio$207

Abound Wealth Management5

0.0% of portfolio$173

CoreCap Advisors, LLC4

0.0% of portfolio$138

Hughes Financial Services, LLC4

0.0% of portfolio$165

Maseco LLP2

0.0% of portfolio$69

DecisionPoint Financial, LLC1

0.0% of portfolio$35

Signature Resources Capital Management, LLC1

0.0% of portfolio$34

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	3,237,614	$111.5M	0.0%	Index	Low	Austin, TX	2026-11-04
Principal Financial Group Inc	2,248,001	$77.4M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Thrivent Financial for Lutherans	2,050,057	$70.6M	0.2%	GARP	Medium	Minneapolis, MN	2026-11-05
Bank of New York Mellon Corp	944,683	$32.5M	0.0%	Core	Low	New York, NY	2026-11-05
Tributary Capital Management, LLC	657,703	$22.6M	2.1%	Value	Medium	Omaha, NE	2026-10-28
Alps Advisors Inc	466,843	$16.1M	0.1%	Yield	Low	Denver, CO	2026-11-03
Mutual of America Capital Management LLC	349,192	$12.0M	0.1%	Index	Low	New York, NY	2026-10-23
Robeco Institutional Asset Management B.V.	231,008	$8.0M	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Equitable Trust Co	223,881	$7.7M	0.3%	Core	Low	Nashville, TN	2026-10-13
Essex Investment Management Co LLC	142,065	$4.9M	0.7%	Growth	Medium	Boston, MA	2026-10-19
OAK Ridge Investments LLC	140,243	$4.8M	0.3%	Momentum	Medium	Chicago, IL	2026-10-30
Creative Planning	88,606	$3.0M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Isthmus Partners, LLC	78,996	$2.7M	0.3%	Value	Medium	Madison, WI	2026-10-21
Inspire Investing, LLC	69,915	$2.4M	0.1%	GARP	High	Meridian, ID	2026-10-22
Illinois Municipal Retirement Fund	59,883	$2.1M	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
Romano Brothers and Company	59,866	$2.1M	0.2%	Core	Low	Evanston, IL	2026-10-22
Campbell Newman Asset Management Inc	51,929	$1.8M	0.1%	Growth	Medium	Milwaukee, WI	2026-10-22
Louisiana State Employees Retirement System	50,500	$1.7M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Citigroup Inc	45,383	$1.6M	0.0%	Core	Medium	New York, NY	2026-11-04
New York State Teachers Retirement System	45,104	$1.6M	0.0%	Core	Very Low	Albany, NY	2026-10-22
State of New Jersey Common Pension Fund D	39,968	$1.4M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Arizona State Retirement System	32,441	$1.1M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Yousif Capital Management, LLC	30,728	$1.1M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Amalgamated Bank	30,725	$1.1M	0.0%	Core	Very Low	New York, NY	2026-10-23
Fractal Investments LLC	29,000	$998.2K	0.1%	Yield	Low	Glastonbury, CT	2026-10-28
Moran Wealth Management, LLC	28,202	$970.7K	0.0%	Core	Medium	Naples, FL	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	27,942	$961.8K	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Oregon Public Employees Retirement Fund	26,608	$915.8K	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Central Pacific Bank - Trust Division	25,814	$888.5K	0.1%	Core	Medium	Honolulu, HI	2026-10-06
State of Alaska, Department of Revenue	25,498	$876.0K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
MacKenzie Financial Corp	24,028	$827.0K	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Larson Financial Group LLC	22,733	$782.5K	0.0%	Growth	Low	St Louis, MO	2026-11-05
State of Wyoming	21,558	$742.0K	0.1%	Value	High	Cheyenne, WY	2026-10-28
Sageworth Trust Co	20,522	$706.4K	0.0%	ETF	Low	Lancaster, PA	2026-10-30
Pictet Asset Management Holding SA	17,910	$616.5K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Jackson Creek Investment Advisors LLC	17,370	$598.0K	0.5%	Value	Very High	Castle Rock, CO	2026-11-04
Strs Ohio	17,100	$588.6K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Keybank National Association	16,641	$572.8K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Oppenheimer Asset Management Inc.	16,420	$565.2K	0.0%	Core	Medium	New York, NY	2026-10-27
ProShare Advisors LLC	16,181	$557.0K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Wealth Enhancement Advisory Services, LLC	15,742	$255.5K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Vise Technologies, Inc.	15,024	$517.1K	0.0%	Index	Low	New York, NY	2026-10-29
Swiss Life Asset Management Ltd	13,862	$477.1K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Bokf, NA	13,513	$465.1K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Xponance LLC	13,248	$456.0K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Exchange Traded Concepts, LLC	12,915	$444.5K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Hohimer Wealth Management, LLC	12,412	$427.2K	0.0%	Core	High	Seattle, WA	2026-11-04
Sterling Capital Management LLC	12,311	$423.7K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Virginia Retirement Systems ET Al	11,300	$388.9K	0.0%	Core	Medium	Richmond, VA	2026-10-28
CenterBook Partners LP	11,289	$388.6K	0.0%	Value	Very High	Greenwich, CT	2026-11-02
Visionary Wealth Advisors	11,163	$384.2K	0.0%	ETF	Low	O'Fallon, IL	2026-11-04
Allspring Global Investments Holdings, LLC	9,981	$349.0K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Summit Global Investments	9,642	$332.0K	0.1%	Core	Medium	Bountiful, UT	2026-10-28
Evergreen Capital Management LLC	9,055	$311.7K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Trust Point Inc.	8,827	$303.8K	0.0%	Core	Medium	La Crosse, WI	2026-10-27
NorthCrest Asset Manangement, LLC	8,764	$320.9K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Park Capital Management, LLC / WI	8,687	$299.0K	0.2%	Growth	High	Madison, WI	2026-10-13
Nisa Investment Advisors, LLC	8,650	$297.7K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Pinnacle Associates LTD	8,452	$290.9K	0.0%	Core	Low	New York, NY	2026-10-20
Praxis Investment Management Inc	8,120	$279.0K	0.0%	Core	Low	Goshen, IN	2026-11-03
CIBC Asset Management Inc	7,546	$259.7K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Crossmark Global Holdings, Inc.	7,126	$245.3K	0.0%	GARP	Medium	Houston, TX	2026-10-21
111 Capital	6,746	$232.2K	0.0%	Core	Very High	Paris, India	2026-11-03
Legacy Capital Wealth Partners, LLC	6,556	$225.6K	0.0%	Core	Medium	Little Rock, AR	2026-10-21
Net Worth Advisory Group	6,390	$223.5K	0.1%	GARP	Medium	Sandy, UT	2026-10-20
DekaBank Deutsche Girozentrale	6,142	$217	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Quadrant Capital Group LLC	6,133	$230.2K	0.0%	Core	Low	Cincinnati, OH	2026-10-20
KBC Group NV	4,335	$149.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Gamma Investing LLC	3,436	$118.3K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Pinnacle Wealth Planning Services, Inc.	2,923	$100.6K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Covestor Ltd	2,621	$90.0K	0.2%	Value	High	London, United Kingdom	2026-10-30
Farther Finance Advisors, LLC	2,316	$79.7K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Heritage Family Offices, LLP	1,647	$56.7K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Salomon & Ludwin, LLC	1,647	$56.7K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
EverSource Wealth Advisors, LLC	1,495	$51.5K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
CX Institutional	1,384	$48	0.0%	Core	Medium	Auburn, IN	2026-10-02
Monetary Solutions, Ltd	1,080	$37.2K	0.0%	ETF	Very Low	Dayton, OH	2026-10-22
Fulcrum Asset Management LLP	988	$34.9K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
iA Global Asset Management Inc.	856	$29	0.0%	Growth	Medium	Quebec, Austria	2026-10-29
Harbor Capital Advisors, Inc.	772	$27	0.0%	Value	High	Chicago, IL	2026-10-22
Parallel Advisors, LLC	738	$25.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Private Trust Co NA	734	$25.3K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Parkside Financial Bank & Trust	689	$23.7K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Versant Capital Management, Inc	659	$22.7K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Capital Advisors, Ltd. LLC	494	$17.0K	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Physician Wealth Advisors, Inc.	443	$15.2K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.	419	$14.4K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Lanark Financial, Inc.	403	$13.9K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Fortitude Family Office, LLC	385	$13.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Bare Financial Services, Inc	365	$12.6K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Birch Financial Group, LLC	352	$12.1K	0.0%	Core	Low	Keene, NH	2026-10-27
Root Financial Partners, LLC	350	$12.0K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
SJS Investment Consulting Inc.	311	$10.7K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Jnba Financial Advisors	284	$9.8K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
Simplex Trading, LLC	199	$6.8K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Mather Group, Llc.	179	$6.2K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Highline Wealth Partners LLC	168	$5.8K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Signaturefd, LLC	167	$5.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Acumen Wealth Advisors, LLC	138	$4.8K	0.0%	Growth	High	Chattanooga, TN	2026-11-05
MassMutual Private Wealth & Trust, FSB	130	$4.5K	0.0%	Core	Low	Springfield, MA	2026-10-05
High Note Wealth, LLC	120	$4.1K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Farmers & Merchants Investments Inc	105	$3.6K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Ascentis Wealth Management, LLC	93	$3.2K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Essential Partners LLC	88	$3.0K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Provenance Wealth Advisors, LLC	76	$2.6K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
POM Investment Strategies, LLC	74	$2.5K	0.0%	ETF	Very High	Raleigh, NC	2026-10-20
Sunrise Financial Services, LLC	67	$2.3K	0.0%	ETF	Medium	Burien, WA	2026-10-21
Silver Grove Financial Group, Inc.	60	$2.1K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
UMB Private Wealth Management, LLC	60	$2.1K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
IFP Advisors, Inc	55	$1.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
SBI Securities Co., Ltd.	50	$1.7K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Ares Financial Consulting, LLC	49	$1.7K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Albion Financial Group	46	$1.6K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Elyxium Wealth, LLC	36	$1.2K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Assetmark, Inc	34	$1.2K	0.0%	ETF	Low	Concord, CA	2026-10-21
Bell Investment Advisors, Inc	24	$827	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Creative Capital Management Investments LLC	24	$826	0.0%	ETF	Low	San Diego, CA	2026-10-28
Valley National Advisers Inc	23	$792	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Gilpin Wealth Management, LLC	18	$620	0.0%	Growth	Low	Denver, CO	2026-10-09
DiNuzzo Private Wealth, Inc.	12	$414	0.0%	ETF	Low	Beaver, PA	2026-10-16
Breakwater Investment Management	10	$345	0.0%	ETF	Low	Seattle, WA	2026-10-20
Financial Consulate, Inc	7	$241	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Davis Capital Management	6	$207	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Bay Harbor Wealth Management, LLC	6	$207	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Abound Wealth Management	5	$173	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
CoreCap Advisors, LLC	4	$138	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Hughes Financial Services, LLC	4	$165	0.0%	ETF	Low	Herndon, VA	2026-10-30
Maseco LLP	2	$69	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
DecisionPoint Financial, LLC	1	$35	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Signature Resources Capital Management, LLC	1	$34	0.0%	ETF	Low	Newport Beach, CA	2026-10-16