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Enterprise Bancorp Inc

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
DECREASED
Shares1,544 from 1,547
Change-3 (0%)
Value$61.2K (-$119)
Filed 2025-11-14
BlackRock, Inc.
CLOSED
Shares0 from 777,419
Change-777,419 (-100%)
Value$0 (-$30.8M)
Filed 2025-11-12
Vanguard Group Inc
CLOSED
Shares0 from 552,389
Change-552,389 (-100%)
Value$0 (-$21.9M)
Filed 2025-11-07
Dimensional Fund Advisors LP
CLOSED
Shares0 from 410,908
Change-410,908 (-100%)
Value$0 (-$16.3M)
Filed 2025-11-12
Geode Capital Management, LLC
CLOSED
Shares0 from 245,894
Change-245,894 (-100%)
Value$0 (-$9.7M)
Filed 2025-11-12
Manufacturers Life Insurance Company, the
CLOSED
Shares0 from 201,208
Change-201,208 (-100%)
Value$0 (-$8.0M)
Filed 2025-11-14
State Street Corp
CLOSED
Shares0 from 193,850
Change-193,850 (-100%)
Value$0 (-$7.7M)
Filed 2025-11-14
American Century Companies Inc
CLOSED
Shares0 from 175,773
Change-175,773 (-100%)
Value$0 (-$7.0M)
Filed 2025-11-12
Qube Research & Technologies Ltd
CLOSED
Shares0 from 144,396
Change-144,396 (-100%)
Value$0 (-$5.7M)
Filed 2025-11-14
Citigroup Inc
CLOSED
Shares0 from 121,057
Change-121,057 (-100%)
Value$0 (-$4.8M)
Filed 2025-11-10
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 109,727
Change-109,727 (-100%)
Value$0 (-$4.4K)
Filed 2025-10-22
Banc Funds Co LLC
CLOSED
Shares0 from 103,375
Change-103,375 (-100%)
Value$0 (-$4.1M)
Filed 2025-11-14
ABC Arbitrage SA
CLOSED
Shares0 from 94,071
Change-94,071 (-100%)
Value$0 (-$3.7M)
Filed 2025-11-06
Gardner Lewis Asset Management L P
CLOSED
Shares0 from 92,795
Change-92,795 (-100%)
Value$0 (-$3.7M)
Filed 2025-11-10
Bridgeway Capital Management, LLC
CLOSED
Shares0 from 88,465
Change-88,465 (-100%)
Value$0 (-$3.5M)
Filed 2025-11-14
First Trust Capital Management L.P.
CLOSED
Shares0 from 88,307
Change-88,307 (-100%)
Value$0 (-$3.5M)
Filed 2025-11-17
Northern Trust Corp
CLOSED
Shares0 from 88,187
Change-88,187 (-100%)
Value$0 (-$3.5M)
Filed 2025-11-14
Magnetar Financial LLC
CLOSED
Shares0 from 81,337
Change-81,337 (-100%)
Value$0 (-$3.2M)
Filed 2025-11-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 69,770
Change-69,770 (-100%)
Value$0 (-$2.8M)
Filed 2025-11-14
Skandinaviska Enskilda Banken AB (publ)
CLOSED
Shares0 from 68,693
Change-68,693 (-100%)
Value$0 (-$2.7M)
Filed 2025-11-07
Empowered Funds, LLC
CLOSED
Shares0 from 54,090
Change-54,090 (-100%)
Value$0 (-$2.1M)
Filed 2025-11-13
Millennium Management LLC
CLOSED
Shares0 from 52,573
Change-52,573 (-100%)
Value$0 (-$2.1M)
Filed 2025-11-14
Spinnaker Trust
CLOSED
Shares0 from 44,666
Change-44,666 (-100%)
Value$0 (-$1.8M)
Filed 2025-11-05
Morgan Stanley
CLOSED
Shares0 from 41,893
Change-41,893 (-100%)
Value$0 (-$1.7M)
Filed 2026-05-27
Versor Investments LP
CLOSED
Shares0 from 38,602
Change-38,602 (-100%)
Value$0 (-$1.5M)
Filed 2025-11-06
Foster Dykema Cabot & Partners, LLC
CLOSED
Shares0 from 31,306
Change-31,306 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-12
JPMorgan Chase & Co
CLOSED
Shares0 from 30,461
Change-30,461 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-26
Yakira Capital Management, Inc.
CLOSED
Shares0 from 29,999
Change-29,999 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-13
Charles Schwab Investment Management Inc
CLOSED
Shares0 from 29,044
Change-29,044 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-10
Bank of New York Mellon Corp
CLOSED
Shares0 from 25,095
Change-25,095 (-100%)
Value$0 (-$994.8K)
Filed 2025-11-03
Carl P. Sherr & Co., LLC
CLOSED
Shares0 from 21,255
Change-21,255 (-100%)
Value$0 (-$842.6K)
Filed 2025-11-03
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 19,701
Change-19,701 (-100%)
Value$0 (-$780.9K)
Filed 2025-11-14
Panagora Asset Management Inc
CLOSED
Shares0 from 19,408
Change-19,408 (-100%)
Value$0 (-$769.3K)
Filed 2025-11-13
Prelude Capital Management, LLC
CLOSED
Shares0 from 18,943
Change-18,943 (-100%)
Value$0 (-$750.9K)
Filed 2025-11-14
Nuveen, LLC
CLOSED
Shares0 from 18,270
Change-18,270 (-100%)
Value$0 (-$724.2K)
Filed 2025-11-12
Citadel Advisors LLC
CLOSED
Shares0 from 17,964
Change-17,964 (-100%)
Value$0 (-$712.1K)
Filed 2025-11-14
LPL Financial LLC
CLOSED
Shares0 from 17,928
Change-17,928 (-100%)
Value$0 (-$710.7K)
Filed 2025-11-12
Barclays PLC
CLOSED
Shares0 from 16,477
Change-16,477 (-100%)
Value$0 (-$653.1K)
Filed 2026-03-31
HighTower Advisors, LLC
CLOSED
Shares0 from 15,696
Change-15,696 (-100%)
Value$0 (-$622.2K)
Filed 2025-11-07
Rhumbline Advisers
CLOSED
Shares0 from 15,208
Change-15,208 (-100%)
Value$0 (-$602.8K)
Filed 2025-11-06
Legal & General Group Plc
CLOSED
Shares0 from 15,104
Change-15,104 (-100%)
Value$0 (-$598.7K)
Filed 2025-11-13
Silvercrest Asset Management Group LLC
CLOSED
Shares0 from 13,890
Change-13,890 (-100%)
Value$0 (-$550.6K)
Filed 2025-11-14
Jane Street Group, LLC
CLOSED
Shares0 from 12,174
Change-12,174 (-100%)
Value$0 (-$482.6K)
Filed 2025-11-14
Alliancebernstein L.P.
CLOSED
Shares0 from 11,410
Change-11,410 (-100%)
Value$0 (-$452.3K)
Filed 2025-11-14
Quantinno Capital Management LP
CLOSED
Shares0 from 9,870
Change-9,870 (-100%)
Value$0 (-$391.3K)
Filed 2025-11-14
Medallion Wealth Advisors, LLC
CLOSED
Shares0 from 9,556
Change-9,556 (-100%)
Value$0 (-$378.8K)
Filed 2026-04-24
Beese Fulmer Investment Management, Inc.
CLOSED
Shares0 from 8,850
Change-8,850 (-100%)
Value$0 (-$350.8K)
Filed 2025-11-13
Royal Bank of Canada
CLOSED
Shares0 from 8,453
Change-8,453 (-100%)
Value$0 (-$335.0K)
Filed 2025-11-14
AQR Capital Management LLC
CLOSED
Shares0 from 8,248
Change-8,248 (-100%)
Value$0 (-$327.0K)
Filed 2025-11-14
Chicago Capital Management, LLC
CLOSED
Shares0 from 7,859
Change-7,859 (-100%)
Value$0 (-$311.5K)
Filed 2025-11-07
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 7,531
Change-7,531 (-100%)
Value$0 (-$298.5K)
Filed 2025-11-06
Cabot Wealth Management Inc
CLOSED
Shares0 from 7,308
Change-7,308 (-100%)
Value$0 (-$289.7K)
Filed 2025-10-31
Point72 Asia (Singapore) Pte. Ltd.
CLOSED
Shares0 from 7,293
Change-7,293 (-100%)
Value$0 (-$289.1K)
Filed 2025-11-14
Goldman Sachs Group Inc
CLOSED
Shares0 from 7,225
Change-7,225 (-100%)
Value$0 (-$286.4K)
Filed 2025-11-14
Raymond James Financial Inc
CLOSED
Shares0 from 7,024
Change-7,024 (-100%)
Value$0 (-$278.4K)
Filed 2025-11-14
Private Advisor Group, LLC
CLOSED
Shares0 from 6,623
Change-6,623 (-100%)
Value$0 (-$262.5K)
Filed 2025-11-13
Wells Fargo & Company
CLOSED
Shares0 from 6,410
Change-6,410 (-100%)
Value$0 (-$254.1K)
Filed 2025-11-13
Franklin Resources Inc
CLOSED
Shares0 from 6,379
Change-6,379 (-100%)
Value$0 (-$252.9K)
Filed 2025-11-13
Mariner, LLC
CLOSED
Shares0 from 6,363
Change-6,363 (-100%)
Value$0 (-$252.2K)
Filed 2025-11-14
Bank of America Corp
CLOSED
Shares0 from 5,844
Change-5,844 (-100%)
Value$0 (-$231.7K)
Filed 2026-02-03
MetLife Investment Management, LLC
CLOSED
Shares0 from 5,716
Change-5,716 (-100%)
Value$0 (-$226.6K)
Filed 2025-11-13
Mirae Asset Global Etfs Holdings Ltd.
CLOSED
Shares0 from 5,469
Change-5,469 (-100%)
Value$0 (-$216.8K)
Filed 2025-11-14
Intech Investment Management LLC
CLOSED
Shares0 from 5,445
Change-5,445 (-100%)
Value$0 (-$215.8K)
Filed 2025-11-12
Harbor Group, Inc.
CLOSED
Shares0 from 5,140
Change-5,140 (-100%)
Value$0 (-$203.8K)
Filed 2025-10-14
Deutsche Bank Ag\
CLOSED
Shares0 from 4,542
Change-4,542 (-100%)
Value$0 (-$180.0K)
Filed 2025-11-13
New York State Common Retirement Fund
CLOSED
Shares0 from 4,382
Change-4,382 (-100%)
Value$0 (-$173.7K)
Filed 2025-11-03
UBS Group AG
CLOSED
Shares0 from 4,225
Change-4,225 (-100%)
Value$0 (-$167.5K)
Filed 2025-11-13
Police & Firemen's Retirement System of New Jersey
CLOSED
Shares0 from 2,679
Change-2,679 (-100%)
Value$0 (-$106.2K)
Filed 2025-11-12
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 2,477
Change-2,477 (-100%)
Value$0 (-$98.2K)
Filed 2025-11-14
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 1,020
Change-1,020 (-100%)
Value$0 (-$40.4K)
Filed 2025-11-10
BNP Paribas Financial Markets
CLOSED
Shares0 from 992
Change-992 (-100%)
Value$0 (-$39.3K)
Filed 2025-11-13
CWM, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$32)
Filed 2025-10-15
California State Teachers Retirement System
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$29.1K)
Filed 2025-11-14
Gamma Investing LLC
CLOSED
Shares0 from 547
Change-547 (-100%)
Value$0 (-$21.7K)
Filed 2025-10-02
FMR LLC
CLOSED
Shares0 from 494
Change-494 (-100%)
Value$0 (-$19.6K)
Filed 2025-11-13
Amalgamated Bank
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$13)
Filed 2025-10-29
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$11.3K)
Filed 2025-11-10
Sterling Capital Management LLC
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$10.5K)
Filed 2025-11-12
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$9.6K)
Filed 2025-10-23
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$6.8K)
Filed 2025-11-07
Point72 (Difc) Ltd
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$6.8K)
Filed 2025-11-14
Versant Capital Management, Inc
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$6.0K)
Filed 2025-10-27
Creative Financial Designs Inc
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$4.6K)
Filed 2025-11-12
US Bancorp \de\
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$2.6K)
Filed 2025-11-12
Comerica Bank
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$2.3K)
Filed 2025-11-14
Arax Advisory Partners
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$1.6K)
Filed 2025-11-14
Larson Financial Group LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$1.1K)
Filed 2025-11-14
Rothschild Investment LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$991)
Filed 2025-11-07
Parkside Financial Bank & Trust
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$595)
Filed 2025-10-30
Federated Hermes, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$476)
Filed 2025-11-03
Essential Partners LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$119)
Filed 2026-05-21
Stephens Consulting, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$40)
Filed 2025-10-15
IFP Advisors, Inc
CLOSED
Shares0 from 0
Change0
Value$0 (-$239)
Filed 2026-02-06
Siena Capital Partners GP, LLC
DECREASED
Shares0 from 73,056
Change-73,056 (-100%)
Value$0 (-$2.9M)
Filed 2025-11-12
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
DECREASED1,5441,547-30%$61.3K$61.2K-$1192025-11-14
BlackRock, Inc.
CLOSED0777,419-777,419-100%$30.8M$0-$30.8M2025-11-12
Vanguard Group Inc
CLOSED0552,389-552,389-100%$21.9M$0-$21.9M2025-11-07
Dimensional Fund Advisors LP
CLOSED0410,908-410,908-100%$16.3M$0-$16.3M2025-11-12
Geode Capital Management, LLC
CLOSED0245,894-245,894-100%$9.7M$0-$9.7M2025-11-12
Manufacturers Life Insurance Company, the
CLOSED0201,208-201,208-100%$8.0M$0-$8.0M2025-11-14
State Street Corp
CLOSED0193,850-193,850-100%$7.7M$0-$7.7M2025-11-14
American Century Companies Inc
CLOSED0175,773-175,773-100%$7.0M$0-$7.0M2025-11-12
Qube Research & Technologies Ltd
CLOSED0144,396-144,396-100%$5.7M$0-$5.7M2025-11-14
Citigroup Inc
CLOSED0121,057-121,057-100%$4.8M$0-$4.8M2025-11-10
Commonwealth Equity Services, LLC
CLOSED0109,727-109,727-100%$4.4K$0-$4.4K2025-10-22
Banc Funds Co LLC
CLOSED0103,375-103,375-100%$4.1M$0-$4.1M2025-11-14
ABC Arbitrage SA
CLOSED094,071-94,071-100%$3.7M$0-$3.7M2025-11-06
Gardner Lewis Asset Management L P
CLOSED092,795-92,795-100%$3.7M$0-$3.7M2025-11-10
Bridgeway Capital Management, LLC
CLOSED088,465-88,465-100%$3.5M$0-$3.5M2025-11-14
First Trust Capital Management L.P.
CLOSED088,307-88,307-100%$3.5M$0-$3.5M2025-11-17
Northern Trust Corp
CLOSED088,187-88,187-100%$3.5M$0-$3.5M2025-11-14
Magnetar Financial LLC
CLOSED081,337-81,337-100%$3.2M$0-$3.2M2025-11-13
Susquehanna International Group, LLP
CLOSED069,770-69,770-100%$2.8M$0-$2.8M2025-11-14
Skandinaviska Enskilda Banken AB (publ)
CLOSED068,693-68,693-100%$2.7M$0-$2.7M2025-11-07
Empowered Funds, LLC
CLOSED054,090-54,090-100%$2.1M$0-$2.1M2025-11-13
Millennium Management LLC
CLOSED052,573-52,573-100%$2.1M$0-$2.1M2025-11-14
Spinnaker Trust
CLOSED044,666-44,666-100%$1.8M$0-$1.8M2025-11-05
Morgan Stanley
CLOSED041,893-41,893-100%$1.7M$0-$1.7M2026-05-27
Versor Investments LP
CLOSED038,602-38,602-100%$1.5M$0-$1.5M2025-11-06
Foster Dykema Cabot & Partners, LLC
CLOSED031,306-31,306-100%$1.2M$0-$1.2M2025-11-12
JPMorgan Chase & Co
CLOSED030,461-30,461-100%$1.2M$0-$1.2M2025-11-26
Yakira Capital Management, Inc.
CLOSED029,999-29,999-100%$1.2M$0-$1.2M2025-11-13
Charles Schwab Investment Management Inc
CLOSED029,044-29,044-100%$1.2M$0-$1.2M2025-11-10
Bank of New York Mellon Corp
CLOSED025,095-25,095-100%$994.8K$0-$994.8K2025-11-03
Carl P. Sherr & Co., LLC
CLOSED021,255-21,255-100%$842.6K$0-$842.6K2025-11-03
Beacon Pointe Advisors, LLC
CLOSED019,701-19,701-100%$780.9K$0-$780.9K2025-11-14
Panagora Asset Management Inc
CLOSED019,408-19,408-100%$769.3K$0-$769.3K2025-11-13
Prelude Capital Management, LLC
CLOSED018,943-18,943-100%$750.9K$0-$750.9K2025-11-14
Nuveen, LLC
CLOSED018,270-18,270-100%$724.2K$0-$724.2K2025-11-12
Citadel Advisors LLC
CLOSED017,964-17,964-100%$712.1K$0-$712.1K2025-11-14
LPL Financial LLC
CLOSED017,928-17,928-100%$710.7K$0-$710.7K2025-11-12
Barclays PLC
CLOSED016,477-16,477-100%$653.1K$0-$653.1K2026-03-31
HighTower Advisors, LLC
CLOSED015,696-15,696-100%$622.2K$0-$622.2K2025-11-07
Rhumbline Advisers
CLOSED015,208-15,208-100%$602.8K$0-$602.8K2025-11-06
Legal & General Group Plc
CLOSED015,104-15,104-100%$598.7K$0-$598.7K2025-11-13
Silvercrest Asset Management Group LLC
CLOSED013,890-13,890-100%$550.6K$0-$550.6K2025-11-14
Jane Street Group, LLC
CLOSED012,174-12,174-100%$482.6K$0-$482.6K2025-11-14
Alliancebernstein L.P.
CLOSED011,410-11,410-100%$452.3K$0-$452.3K2025-11-14
Quantinno Capital Management LP
CLOSED09,870-9,870-100%$391.3K$0-$391.3K2025-11-14
Medallion Wealth Advisors, LLC
CLOSED09,556-9,556-100%$378.8K$0-$378.8K2026-04-24
Beese Fulmer Investment Management, Inc.
CLOSED08,850-8,850-100%$350.8K$0-$350.8K2025-11-13
Royal Bank of Canada
CLOSED08,453-8,453-100%$335.0K$0-$335.0K2025-11-14
AQR Capital Management LLC
CLOSED08,248-8,248-100%$327.0K$0-$327.0K2025-11-14
Chicago Capital Management, LLC
CLOSED07,859-7,859-100%$311.5K$0-$311.5K2025-11-07
BridgePort Financial Solutions, LLC
CLOSED07,531-7,531-100%$298.5K$0-$298.5K2025-11-06
Cabot Wealth Management Inc
CLOSED07,308-7,308-100%$289.7K$0-$289.7K2025-10-31
Point72 Asia (Singapore) Pte. Ltd.
CLOSED07,293-7,293-100%$289.1K$0-$289.1K2025-11-14
Goldman Sachs Group Inc
CLOSED07,225-7,225-100%$286.4K$0-$286.4K2025-11-14
Raymond James Financial Inc
CLOSED07,024-7,024-100%$278.4K$0-$278.4K2025-11-14
Private Advisor Group, LLC
CLOSED06,623-6,623-100%$262.5K$0-$262.5K2025-11-13
Wells Fargo & Company
CLOSED06,410-6,410-100%$254.1K$0-$254.1K2025-11-13
Franklin Resources Inc
CLOSED06,379-6,379-100%$252.9K$0-$252.9K2025-11-13
Mariner, LLC
CLOSED06,363-6,363-100%$252.2K$0-$252.2K2025-11-14
Bank of America Corp
CLOSED05,844-5,844-100%$231.7K$0-$231.7K2026-02-03
MetLife Investment Management, LLC
CLOSED05,716-5,716-100%$226.6K$0-$226.6K2025-11-13
Mirae Asset Global Etfs Holdings Ltd.
CLOSED05,469-5,469-100%$216.8K$0-$216.8K2025-11-14
Intech Investment Management LLC
CLOSED05,445-5,445-100%$215.8K$0-$215.8K2025-11-12
Harbor Group, Inc.
CLOSED05,140-5,140-100%$203.8K$0-$203.8K2025-10-14
Deutsche Bank Ag\
CLOSED04,542-4,542-100%$180.0K$0-$180.0K2025-11-13
New York State Common Retirement Fund
CLOSED04,382-4,382-100%$173.7K$0-$173.7K2025-11-03
UBS Group AG
CLOSED04,225-4,225-100%$167.5K$0-$167.5K2025-11-13
Police & Firemen's Retirement System of New Jersey
CLOSED02,679-2,679-100%$106.2K$0-$106.2K2025-11-12
Tower Research Capital LLC (TRC)
CLOSED02,477-2,477-100%$98.2K$0-$98.2K2025-11-14
Ameritas Investment Partners, Inc.
CLOSED01,020-1,020-100%$40.4K$0-$40.4K2025-11-10
BNP Paribas Financial Markets
CLOSED0992-992-100%$39.3K$0-$39.3K2025-11-13
CWM, LLC
CLOSED0800-800-100%$32$0-$322025-10-15
California State Teachers Retirement System
CLOSED0735-735-100%$29.1K$0-$29.1K2025-11-14
Gamma Investing LLC
CLOSED0547-547-100%$21.7K$0-$21.7K2025-10-02
FMR LLC
CLOSED0494-494-100%$19.6K$0-$19.6K2025-11-13
Amalgamated Bank
CLOSED0323-323-100%$13$0-$132025-10-29
EverSource Wealth Advisors, LLC
CLOSED0286-286-100%$11.3K$0-$11.3K2025-11-10
Sterling Capital Management LLC
CLOSED0265-265-100%$10.5K$0-$10.5K2025-11-12
Nisa Investment Advisors, LLC
CLOSED0241-241-100%$9.6K$0-$9.6K2025-10-23
PNC Financial Services Group, Inc.
CLOSED0172-172-100%$6.8K$0-$6.8K2025-11-07
Point72 (Difc) Ltd
CLOSED0171-171-100%$6.8K$0-$6.8K2025-11-14
Versant Capital Management, Inc
CLOSED0152-152-100%$6.0K$0-$6.0K2025-10-27
Creative Financial Designs Inc
CLOSED0115-115-100%$4.6K$0-$4.6K2025-11-12
US Bancorp \de\
CLOSED066-66-100%$2.6K$0-$2.6K2025-11-12
Comerica Bank
CLOSED057-57-100%$2.3K$0-$2.3K2025-11-14
Arax Advisory Partners
CLOSED040-40-100%$1.6K$0-$1.6K2025-11-14
Larson Financial Group LLC
CLOSED027-27-100%$1.1K$0-$1.1K2025-11-14
Rothschild Investment LLC
CLOSED025-25-100%$991$0-$9912025-11-07
Parkside Financial Bank & Trust
CLOSED015-15-100%$595$0-$5952025-10-30
Federated Hermes, Inc.
CLOSED012-12-100%$476$0-$4762025-11-03
Essential Partners LLC
CLOSED03-3-100%$119$0-$1192026-05-21
Stephens Consulting, LLC
CLOSED01-1-100%$40$0-$402025-10-15
IFP Advisors, Inc
CLOSED000—$239$0-$2392026-02-06
Siena Capital Partners GP, LLC
DECREASED073,056-73,056-100%$2.9M$0-$2.9M2025-11-12
Proequities, Inc.
N/A—00—$0———
Showing 95 of 95 institutions