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Robo Global Robotics and AUT (ROBO)

CUSIP: 301505707 | NYSE | 835 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Annex Advisory Services, LLC429,097
0.6% of portfolio›$34.5M
Biltmore Family Office, LLC197,247
2.1% of portfolio›$15.9M
Cambridge Investment Research Advisors, Inc.117,767
0.1% of portfolio›$9.5M
NTV Asset Management LLC111,185
0.8% of portfolio›$8.9M
Carmel Capital Management L.L.C.100,490
1.9% of portfolio›$8.1M
Crestwood Advisors Group, LLC88,384
0.1% of portfolio›$7.1M
Commonwealth Equity Services, LLC80,761
0.0% of portfolio›$6.5M
BIP Wealth, LLC51,269
0.1% of portfolio›$4.1M
Pinnacle Associates LTD47,910
0.0% of portfolio›$3.9M
Silverleafe Capital Partners, LLC45,066
1.0% of portfolio›$3.6M
Quadcap Wealth Management, LLC44,476
0.3% of portfolio›$3.6M
Citigroup Inc44,064
0.0% of portfolio›$3.5M
Eagle Strategies LLC41,102
0.3% of portfolio›$3.3M
Rainier Family Wealth Inc38,400
1.6% of portfolio›$3.1M
Invera Wealth Advisors, LLC38,031
1.6% of portfolio›$3.1M
Anson Capital, Inc.36,036
1.9% of portfolio›$2.9M
Hyposwiss Advisors SA33,204
2.6% of portfolio›$2.7M
Kestra Advisory Services, LLC30,203
0.0% of portfolio›$2.4M
Curbstone Financial Management Corp24,806
0.3% of portfolio›$2.0M
Solutions 4 Wealth, Ltd21,210
2.0% of portfolio›$1.7M
Lido Advisors, LLC17,719
0.0% of portfolio›$1.4M
Oppenheimer & Co Inc17,525
0.0% of portfolio›$1.4M
VVR Holdings LLC17,445
0.6% of portfolio›$1.4M
Creative Planning16,507
0.0% of portfolio›$1.3M
Acropolis Investment Management, LLC15,118
0.0% of portfolio›$1.2M
James J. Burns & Company, LLC14,565
0.1% of portfolio›$1.2M
Brookstone Capital Management14,141
0.0% of portfolio›$1.1M
Intesa Sanpaolo Wealth Management13,426
0.2% of portfolio›$1.1M
Concurrent Investment Advisors, LLC12,893
0.0% of portfolio›$1.0M
Clay Northam Wealth Management, LLC12,483
0.5% of portfolio›$1.0M
RPG Investment Advisory, LLC11,094
0.2% of portfolio›$892.6K
Pinnacle Wealth Management Advisory Group, LLC10,706
0.1% of portfolio›$861.4K
Stegent Equity Advisors, Inc.9,486
0.6% of portfolio›$763.2K
Certuity, LLC9,157
0.0% of portfolio›$736.8K
Wealth Enhancement Advisory Services, LLC9,069
0.0% of portfolio›$726.3K
Spire Wealth Management8,884
0.0% of portfolio›$714.8K
Creekside Partners7,014
0.2% of portfolio›$564.4K
TD Waterhouse Canada Inc.6,863
0.0% of portfolio›$555.6K
Kestra Private Wealth Services, LLC6,825
0.0% of portfolio›$549.2K
Vima LLC6,566
0.5% of portfolio›$528.3K
Summit Asset Management, LLC6,435
0.1% of portfolio›$517.8K
Wedmont Private Capital6,420
0.0% of portfolio›$514.1K
Summit Investment Advisory Services, LLC6,403
0.1% of portfolio›$515.2K
Avestar Capital, LLC6,280
0.0% of portfolio›$505.3K
Capital Investment Counsel, LLC6,257
0.1% of portfolio›$503.4K
Journey Beyond Wealth, LLC5,995
0.4% of portfolio›$482.4K
Primoris Wealth Advisors, LLC5,960
0.2% of portfolio›$479.5K
Meitav Investment House LTD5,900
0.0% of portfolio›$474.7K
Farther Finance Advisors, LLC5,634
0.0% of portfolio›$453.3K
Truist Financial Corp5,406
0.0% of portfolio›$435.0K
Citizens Financial Group Inc5,354
0.0% of portfolio›$430.8K
Focus Financial Network, Inc.5,073
0.0% of portfolio›$408.2K
Capital Advisors, Ltd. LLC4,900
0.2% of portfolio›$394.0K
Noble Wealth Management PBC4,839
0.2% of portfolio›$389.3K
North Star Investment Management Corp.4,350
0.0% of portfolio›$350.0K
Matauro, LLC4,128
0.0% of portfolio›$332.1K
Cambridge Advisors Inc.3,961
0.1% of portfolio›$318.7K
Burke & Herbert Bank & Trust Co3,791
0.1% of portfolio›$305.0K
Wealth Effects LLC3,740
0.1% of portfolio›$300.9K
Vigilare Wealth Management3,690
0.1% of portfolio›$297.0K
Comprehensive Financial Consultants Institutional, Inc.3,661
0.1% of portfolio›$294.6K
Armstrong Advisory Group, Inc3,587
0.0% of portfolio›$288.6K
Chicago Capital, LLC3,500
0.0% of portfolio›$281.6K
Bauman Advisory Group, LLC3,498
0.1% of portfolio›$281.4K
Chicago Trust Co NA3,300
0.0% of portfolio›$265.5K
American Institute for Advanced Investment Management, LLP3,223
0.2% of portfolio›$259.3K
Capital Square, LLC3,123
0.1% of portfolio›$251.3K
Roman Butler Fullerton & Co3,056
0.1% of portfolio›$232.0K
Indivisible Partners3,030
0.0% of portfolio›$243.8K
Mission Financial Group, LLC3,012
0.2% of portfolio›$242.3K
Blue Trust, Inc.2,999
0.0% of portfolio›$241.3K
Ellis Investment Partners, LLC2,770
0.0% of portfolio›$222.9K
Independent Financial Group, LLC2,727
0.0% of portfolio›$219.4K
Key Client Fiduciary Advisors, LLC2,700
0.1% of portfolio›$217.2K
GR Financial Group, LLC2,655
0.0% of portfolio›$213.7K
Manchester Capital Management LLC2,640
0.0% of portfolio›$212.4K
Brighton Jones LLC2,604
0.0% of portfolio›$209.6K
Koshinski Asset Management, Inc.2,539
0.0% of portfolio›$204.3K
IFP Advisors, Inc1,676
0.0% of portfolio›$134.9K
Ashton Thomas Private Wealth, LLC1,593
0.0% of portfolio›$128.2K
Evermay Wealth Management LLC1,316
0.0% of portfolio›$105.9K
SBI Securities Co., Ltd.1,271
0.0% of portfolio›$102.3K
Physician Wealth Advisors, Inc.1,250
0.0% of portfolio›$100.6K
Madden Securities Corp1,000
0.0% of portfolio›$80.5K
Wilmington Savings Fund Society, FSB906
0.0% of portfolio›$72.9K
Pittenger & Anderson Inc875
0.0% of portfolio›$70.4K
Simplex Trading, LLC791
0.0% of portfolio›$63.6K
Highline Wealth Partners LLC615
0.0% of portfolio›$49.5K
PFS Partners, LLC600
0.0% of portfolio›$48.3K
Quintet Private Bank (Europe) S.A.600
0.0% of portfolio›$48.3K
Valley National Advisers Inc528
0.0% of portfolio›$42.5K
Downshift Financial, LLC486
0.0% of portfolio›$39.1K
Signaturefd, LLC479
0.0% of portfolio›$38.5K
Assetmark, Inc474
0.0% of portfolio›$38.1K
Archer Investment Corp436
0.0% of portfolio›$35.0K
Latitude Advisors, LLC424
0.0% of portfolio›$34.2K
Concord Wealth Partners377
0.0% of portfolio›$30.3K
Toth Financial Advisory Corp360
0.0% of portfolio›$29.0K
GK Wealth Management LLC345
0.0% of portfolio›$27.8K
Triumph Capital Management341
0.0% of portfolio›$27.4K
Duncker Streett & Co Inc340
0.0% of portfolio›$27.4K
Costello Asset Management, Inc326
0.0% of portfolio›$26.2K
Tower Trust & Investment Co325
0.0% of portfolio›$26.1K
Compass Financial Management LLC314
0.0% of portfolio›$25.3K
Bank of New Hampshire304
0.0% of portfolio›$24.5K
Nfsg Corp292
0.0% of portfolio›$23.5K
Clayton Financial Group LLC249
0.0% of portfolio›$20.0K
Hager Investment Management Services, LLC233
0.0% of portfolio›$18.7K
Washington Trust Advisors, Inc.223
0.0% of portfolio›$17.9K
Adirondack Trust Co221
0.0% of portfolio›$17.8K
Cedar Mountain Advisors, LLC212
0.0% of portfolio›$17.1K
CoreCap Advisors, LLC208
0.0% of portfolio›$16.7K
Wolff Wiese Magana LLC202
0.0% of portfolio›$16.3K
Flagship Wealth Advisors, LLC188
0.0% of portfolio›$15.1K
Cassaday & Co Wealth Management LLC175
0.0% of portfolio›$14.1K
Avion Wealth159
0.0% of portfolio›$12
Pacifica Partners Inc.158
0.0% of portfolio›$12.8K
Harbor Asset Planning, Inc.157
0.0% of portfolio›$12.6K
Brown, Lisle Ings, Inc.117
0.0% of portfolio›$9.4K
Provenance Wealth Advisors, LLC105
0.0% of portfolio›$8.4K
Westside Investment Management, Inc.100
0.0% of portfolio›$8.0K
Trust Co79
0.0% of portfolio›$6.4K
Accordant Advisory Group Inc75
0.0% of portfolio›$6.0K
Parallel Advisors, LLC70
0.0% of portfolio›$5.6K
JFS Wealth Advisors, LLC54
0.0% of portfolio›$4.3K
Montag A & Associates Inc50
0.0% of portfolio›$4.0K
Private Trust Co NA44
0.0% of portfolio›$3.5K
Nvwm, LLC39
0.0% of portfolio›$3.1K
Lodestone Wealth Management LLC24
0.0% of portfolio›$1.9K
Pension & Wealth Management Advisors, Inc.20
0.0% of portfolio›$1.6K
Parkside Financial Bank & Trust16
0.0% of portfolio›$1.3K
Blue Bell Private Wealth Management, LLC15
0.0% of portfolio›$1.2K
Hilton Head Capital Partners, LLC15
0.0% of portfolio›$1.2K
Miller Global Investments, LLC6
0.0% of portfolio›$483
Ascentis Independent Advisors5
0.0% of portfolio›$402
Creative Financial Designs Inc5
0.0% of portfolio›$402
Buck Wealth Strategies, LLC3
0.0% of portfolio›$276
Main Street Group, LTD2
0.0% of portfolio›$161
StyleTurnoverLocationFiled
Annex Advisory Services, LLC
429,097$34.5M0.6%GrowthHighBrookfield, WI2026-10-16
Biltmore Family Office, LLC
197,247$15.9M2.1%GrowthLowCharlotte, NC2026-11-03
Cambridge Investment Research Advisors, Inc.
117,767$9.5M0.1%ETFLowFairfield, IA2026-11-02
NTV Asset Management LLC
111,185$8.9M0.8%GrowthLowCharleston, WV2026-10-23
Carmel Capital Management L.L.C.
100,490$8.1M1.9%GARPVery LowCarmel, CA2026-10-30
Crestwood Advisors Group, LLC
88,384$7.1M0.1%GrowthLowBoston, MA2026-10-27
Commonwealth Equity Services, LLC
80,761$6.5M0.0%ETFLowWaltham, MA2026-11-02
BIP Wealth, LLC
51,269$4.1M0.1%ETFMediumAtlanta, GA2026-10-22
Pinnacle Associates LTD
47,910$3.9M0.0%CoreLowNew York, NY2026-10-20
Silverleafe Capital Partners, LLC
45,066$3.6M1.0%CoreMediumGermantown, TN2026-10-02
Quadcap Wealth Management, LLC
44,476$3.6M0.3%ETFLowFrisco, TX2026-11-02
Citigroup Inc
44,064$3.5M0.0%CoreMediumNew York, NY2026-11-04
Eagle Strategies LLC
41,102$3.3M0.3%ETFLowNew York, NY2026-10-16
Rainier Family Wealth Inc
38,400$3.1M1.6%GrowthLowTacoma, WA2026-11-02
Invera Wealth Advisors, LLC
38,031$3.1M1.6%GrowthMediumBend, OR2026-10-28
Anson Capital, Inc.
36,036$2.9M1.9%ETFLowTyrone, GA2026-10-23
Hyposwiss Advisors SA
33,204$2.7M2.6%ETFLowGeneva, Switzerland2026-10-26
Kestra Advisory Services, LLC
30,203$2.4M0.0%CoreLowAustin, TX2026-11-02
Curbstone Financial Management Corp
24,806$2.0M0.3%CoreLowManchester, NH2026-10-21
Solutions 4 Wealth, Ltd
21,210$1.7M2.0%ETFMediumSouthlake, TX2026-11-03
Lido Advisors, LLC
17,719$1.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Oppenheimer & Co Inc
17,525$1.4M0.0%CoreLowNew York, NY2026-10-26
VVR Holdings LLC
17,445$1.4M0.6%ETFMediumBellingham, WA2026-10-19
Creative Planning
16,507$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Acropolis Investment Management, LLC
15,118$1.2M0.0%ETFLowSt. Louis, MO2026-10-08
James J. Burns & Company, LLC
14,565$1.2M0.1%ETFVery LowMelville, NY2026-10-22
Brookstone Capital Management
14,141$1.1M0.0%ETFMediumWheaton, IL2026-10-22
Intesa Sanpaolo Wealth Management
13,426$1.1M0.2%GrowthMediumLuxembourg, Netherlands2026-10-28
Concurrent Investment Advisors, LLC
12,893$1.0M0.0%GrowthMediumTampa, FL2026-10-16
Clay Northam Wealth Management, LLC
12,483$1.0M0.5%GrowthVery LowHuntington Beach, CA2026-10-13
RPG Investment Advisory, LLC
11,094$892.6K0.2%GrowthLowPleasanton, CA2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
10,706$861.4K0.1%GrowthLowRed Bank, NJ2026-10-23
Stegent Equity Advisors, Inc.
9,486$763.2K0.6%ETFHighHouston, TX2026-10-13
Certuity, LLC
9,157$736.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Wealth Enhancement Advisory Services, LLC
9,069$726.3K0.0%CoreLowPlymouth, MN2026-10-13
Spire Wealth Management
8,884$714.8K0.0%GrowthMediumMclean, VA2026-10-30
Creekside Partners
7,014$564.4K0.2%ETFVery LowPetaluma, CA2026-11-04
TD Waterhouse Canada Inc.
6,863$555.6K0.0%CoreLowToronto, Australia2026-10-16
Kestra Private Wealth Services, LLC
6,825$549.2K0.0%GrowthLowAustin, TX2026-10-30
Vima LLC
6,566$528.3K0.5%CoreLowTroy, MI2026-10-23
Summit Asset Management, LLC
6,435$517.8K0.1%ETFLowMemphis, TN2026-11-05
Wedmont Private Capital
6,420$514.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Summit Investment Advisory Services, LLC
6,403$515.2K0.1%ETFVery LowRoseville, MN2026-11-03
Avestar Capital, LLC
6,280$505.3K0.0%GrowthLowNew York, NY2026-10-28
Capital Investment Counsel, LLC
6,257$503.4K0.1%CoreLowDenver, CO2026-10-14
Journey Beyond Wealth, LLC
5,995$482.4K0.4%ETFLowRoswell, GA2026-11-04
Primoris Wealth Advisors, LLC
5,960$479.5K0.2%GrowthMediumNorth Palm Beach, FL2026-10-28
Meitav Investment House LTD
5,900$474.7K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Farther Finance Advisors, LLC
5,634$453.3K0.0%IndexLowSan Francisco, CA2026-10-08
Truist Financial Corp
5,406$435.0K0.0%CoreLowCharlotte, NC2026-10-30
Citizens Financial Group Inc
5,354$430.8K0.0%GrowthLowProvidence, RI2026-10-23
Focus Financial Network, Inc.
5,073$408.2K0.0%ETFLowMinneapolis, MN2026-10-14
Capital Advisors, Ltd. LLC
4,900$394.0K0.2%ETFLowShaker Heights, OH2026-10-27
Noble Wealth Management PBC
4,839$389.3K0.2%YieldMediumGreenwood Village, CO2026-10-01
North Star Investment Management Corp.
4,350$350.0K0.0%CoreLowChicago, IL2026-10-27
Matauro, LLC
4,128$332.1K0.0%ETFLowNew York, NY2026-11-03
Cambridge Advisors Inc.
3,961$318.7K0.1%ETFVery LowOmaha, NE2026-10-19
Burke & Herbert Bank & Trust Co
3,791$305.0K0.1%CoreVery LowAlexandria, VA2026-11-02
Wealth Effects LLC
3,740$300.9K0.1%GrowthLowBoston, MA2026-10-23
Vigilare Wealth Management
3,690$297.0K0.1%ETFHighScottsdale, AZ2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
3,661$294.6K0.1%CoreMediumBloomington, IN2026-10-15
Armstrong Advisory Group, Inc
3,587$288.6K0.0%ETFHighNeedham, MA2026-10-09
Chicago Capital, LLC
3,500$281.6K0.0%GrowthLowChicago, IL2026-10-13
Bauman Advisory Group, LLC
3,498$281.4K0.1%ETFMediumLas Vegas, NV2026-10-29
Chicago Trust Co NA
3,300$265.5K0.0%CoreLowGrayslake, IL2026-10-28
American Institute for Advanced Investment Management, LLP
3,223$259.3K0.2%ETFLowScottsdale, AZ2026-11-03
Capital Square, LLC
3,123$251.3K0.1%YieldMediumAthens, TN2026-10-19
Roman Butler Fullerton & Co
3,056$232.0K0.1%GrowthMediumSt Louis, MO2026-10-27
Indivisible Partners
3,030$243.8K0.0%GrowthMediumClearwater, FL2026-10-26
Mission Financial Group, LLC
3,012$242.3K0.2%ETFN/AHonolulu, HI2026-10-21
Blue Trust, Inc.
2,999$241.3K0.0%ETFLowBrentwood, TN2026-10-15
Ellis Investment Partners, LLC
2,770$222.9K0.0%ETFLowBerwyn, PA2026-10-21
Independent Financial Group, LLC
2,727$219.4K0.0%GrowthLowSan Diego, CA2026-10-13
Key Client Fiduciary Advisors, LLC
2,700$217.2K0.1%ValueMediumFairfield, NJ2026-10-19
GR Financial Group, LLC
2,655$213.7K0.0%ETFMediumTucson, AZ2026-10-27
Manchester Capital Management LLC
2,640$212.4K0.0%CoreLowManchester, VT2026-10-22
Brighton Jones LLC
2,604$209.6K0.0%CoreVery LowSeattle, WA2026-11-03
Koshinski Asset Management, Inc.
2,539$204.3K0.0%ETFLowDecatur, IL2026-10-29
IFP Advisors, Inc
1,676$134.9K0.0%GrowthLowTampa, FL2026-10-16
Ashton Thomas Private Wealth, LLC
1,593$128.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Evermay Wealth Management LLC
1,316$105.9K0.0%ETFLowArlington, VA2026-11-05
SBI Securities Co., Ltd.
1,271$102.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Physician Wealth Advisors, Inc.
1,250$100.6K0.0%ETFMediumMidvale, UT2026-10-20
Madden Securities Corp
1,000$80.5K0.0%GrowthMediumDallas, TX2026-10-27
Wilmington Savings Fund Society, FSB
906$72.9K0.0%CoreLowWilmington, DE2026-10-23
Pittenger & Anderson Inc
875$70.4K0.0%CoreLowLincoln, NE2026-11-02
Simplex Trading, LLC
791$63.6K0.0%CoreVery HighChicago, IL2026-11-04
Highline Wealth Partners LLC
615$49.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
PFS Partners, LLC
600$48.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
Quintet Private Bank (Europe) S.A.
600$48.3K0.0%GrowthLowLuxembourg, Netherlands2026-10-08
Valley National Advisers Inc
528$42.5K0.0%ETFLowBethlehem, PA2026-10-23
Downshift Financial, LLC
486$39.1K0.0%ETFLowBoulder, CO2026-10-13
Signaturefd, LLC
479$38.5K0.0%IndexLowAtlanta, GA2026-10-23
Assetmark, Inc
474$38.1K0.0%ETFLowConcord, CA2026-10-21
Archer Investment Corp
436$35.0K0.0%CoreMediumCarmel, IN2026-11-05
Latitude Advisors, LLC
424$34.2K0.0%ETFLowYorkville, IL2026-10-27
Concord Wealth Partners
377$30.3K0.0%GrowthLowAbingdon, VA2026-11-02
Toth Financial Advisory Corp
360$29.0K0.0%CoreLowLeesburg, VA2026-10-08
GK Wealth Management LLC
345$27.8K0.0%GARPVery HighReno, NV2026-10-09
Triumph Capital Management
341$27.4K0.0%ETFMediumDenver, CO2026-10-14
Duncker Streett & Co Inc
340$27.4K0.0%GrowthLowSt. Louis, MO2026-10-27
Costello Asset Management, Inc
326$26.2K0.0%CoreLowFeasterville, PA2026-10-30
Tower Trust & Investment Co
325$26.1K0.0%GrowthLowDavenport, IA2026-10-28
Compass Financial Management LLC
314$25.3K0.0%CoreN/ATampa, FL2026-10-30
Bank of New Hampshire
304$24.5K0.0%CoreLowLaconia, NH2026-10-06
Nfsg Corp
292$23.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Clayton Financial Group LLC
249$20.0K0.0%ETFLowSt. Louis, MO2026-10-13
Hager Investment Management Services, LLC
233$18.7K0.0%GrowthMediumNew London, NH2026-11-04
Washington Trust Advisors, Inc.
223$17.9K0.0%GrowthLowWellesley, MA2026-10-22
Adirondack Trust Co
221$17.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Cedar Mountain Advisors, LLC
212$17.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
CoreCap Advisors, LLC
208$16.7K0.0%ETFMediumSouthfield, MI2026-10-08
Wolff Wiese Magana LLC
202$16.3K0.0%GrowthLowCarslbad, CA2026-10-15
Flagship Wealth Advisors, LLC
188$15.1K0.0%ETFLowWakefield, MA2026-11-03
Cassaday & Co Wealth Management LLC
175$14.1K0.0%ETFVery LowMclean, VA2026-10-27
Avion Wealth
159$120.0%ETFLowThe Woodlands, TX2026-11-04
Pacifica Partners Inc.
158$12.8K0.0%CoreLowSurrey, South Africa2026-10-09
Harbor Asset Planning, Inc.
157$12.6K0.0%ETFVery LowBelmont, MA2026-10-23
Brown, Lisle Ings, Inc.
117$9.4K0.0%CoreVery LowProvidence, RI2026-10-16
Provenance Wealth Advisors, LLC
105$8.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Westside Investment Management, Inc.
100$8.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Trust Co
79$6.4K0.0%ETFVery LowManhattan, KS2026-10-09
Accordant Advisory Group Inc
75$6.0K0.0%ValueMediumAnnapolis, MD2026-10-29
Parallel Advisors, LLC
70$5.6K0.0%IndexLowSan Francisco, CA2026-11-03
JFS Wealth Advisors, LLC
54$4.3K0.0%ETFVery LowHermitage, PA2026-11-03
Montag A & Associates Inc
50$4.0K0.0%CoreLowAtlanta, GA2026-10-29
Private Trust Co NA
44$3.5K0.0%CoreLowCleveland, OH2026-10-20
Nvwm, LLC
39$3.1K0.0%GrowthMediumYardley, PA2026-10-14
Lodestone Wealth Management LLC
24$1.9K0.0%CoreLowSpokane, WA2026-10-14
Pension & Wealth Management Advisors, Inc.
20$1.6K0.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
16$1.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Blue Bell Private Wealth Management, LLC
15$1.2K0.0%YieldVery LowBlue Bell, PA2026-10-29
Hilton Head Capital Partners, LLC
15$1.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Miller Global Investments, LLC
6$4830.0%ValueMediumDallas, TX2026-10-02
Ascentis Independent Advisors
5$4020.0%ETFLowDallas, TX2026-11-03
Creative Financial Designs Inc
5$4020.0%ETFMediumKokomo, IN2026-11-04
Buck Wealth Strategies, LLC
3$2760.0%ValueMediumDenver, CO2026-10-28
Main Street Group, LTD
2$1610.0%ETFMediumGlen Allen, VA2026-10-28