Expensify Inc (EXFY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Parallel Advisors, LLC

INCREASED

Shares2,759,037 from 2,664,037

Change+95,000 (+4%)

Value$6.2M (+$1.4M)

Filed 2026-11-03

Geode Capital Management, LLC

DECREASED

Shares605,060 from 663,229

Change-58,169 (-9%)

Value$1.4M (+$174.3K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares283,693 from 88,926

Change+194,767 (+219%)

Value$638.3K (+$479.1K)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares171,191 from 78,173

Change+93,018 (+119%)

Value$385.1K (+$245.4K)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares108,974 from 110,473

Change-1,499 (-1%)

Value$245.2K (+$47.4K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares58,471 from 86,538

Change-28,067 (-32%)

Value$131.6K (-$23.3K)

Filed 2026-11-02

Prentiss Smith & Co Inc

UNCHANGED

Shares42,485 from 42,485

Change0 (0%)

Value$95.6K (+$19.5K)

Filed 2026-10-27

Williams & Novak Wealth Management, LLC

DECREASED

Shares36,100 from 53,630

Change-17,530 (-33%)

Value$81.2K (-$14.8K)

Filed 2026-10-09

Simplex Trading, LLC

INCREASED

Shares31,218 from 4,823

Change+26,395 (+547%)

Value$70.2K (+$61.6K)

Filed 2026-11-04

Russell Investments Group, Ltd.

UNCHANGED

Shares28,991 from 28,991

Change0 (0%)

Value$65.2K (+$13.3K)

Filed 2026-11-06

Lavelle Capital LP

INCREASED

Shares28,640 from 20,000

Change+8,640 (+43%)

Value$64.4K (+$28.6K)

Filed 2026-11-03

Jefferies Financial Group Inc.

NEW

Shares28,200

Change+28,200

Value$63.5K

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares17,251 from 33

Change+17,218 (+52176%)

Value$38.8K (+$38.8K)

Filed 2026-11-04

R Squared Ltd

DECREASED

Shares14,367 from 19,587

Change-5,220 (-27%)

Value$32.3K (-$2.7K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

NEW

Shares12,584

Change+12,584

Value$28.3K

Filed 2026-10-16

Howard Financial Services, Ltd.

NEW

Shares12,000

Change+12,000

Value$27.0K

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares11,143 from 55,355

Change-44,212 (-80%)

Value$25.6K (-$79.0K)

Filed 2026-10-13

Savant Capital, LLC

NEW

Shares10,348

Change+10,348

Value$23.3K

Filed 2026-11-06

State of Alaska, Department of Revenue

UNCHANGED

Shares8,632 from 8,632

Change0 (0%)

Value$19 (+$4)

Filed 2026-10-15

Allworth Financial LP

UNCHANGED

Shares3,763 from 3,763

Change0 (0%)

Value$6.7K ($0)

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares1,382 from 1,432

Change-50 (-3%)

Value$3.1K (+$547)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares1,276 from 4,251

Change-2,975 (-70%)

Value$2.9K (-$4.7K)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares978 from 2,723

Change-1,745 (-64%)

Value$2.2K (-$2.7K)

Filed 2026-10-14

SBI Securities Co., Ltd.

INCREASED

Shares937 from 895

Change+42 (+5%)

Value$2.1K (+$506)

Filed 2026-10-22

Provenance Wealth Advisors, LLC

NEW

Shares128

Change+128

Value$288

Filed 2026-10-30

True Wealth Design, LLC

DECREASED

Shares66 from 752

Change-686 (-91%)

Value$149 (-$1.2K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares57 from 701

Change-644 (-92%)

Value$128 (-$1.1K)

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

DECREASED

Shares40 from 125

Change-85 (-68%)

Value$90 (-$134)

Filed 2026-10-29

IFP Advisors, Inc

DECREASED

Shares31 from 486

Change-455 (-94%)

Value$70 (-$800)

Filed 2026-10-16

StoneX Group Inc.

CLOSED

Shares0 from 25,542

Change-25,542 (-100%)

Value$0 (-$28.0K)

Filed 2026-11-03

Merit Financial Group, LLC

CLOSED

Shares0 from 23,170

Change-23,170 (-100%)

Value$0 (-$41.5K)

Filed 2026-11-06

Brighton Jones LLC

CLOSED

Shares0 from 20,064

Change-20,064 (-100%)

Value$0 (-$35.9K)

Filed 2026-11-03

Fortitude Family Office, LLC

CLOSED

Shares0 from 179

Change-179 (-100%)

Value$0 (-$320)

Filed 2026-10-14

SJS Investment Consulting Inc.

CLOSED

Shares0 from 97

Change-97 (-100%)

Value$0 (-$174)

Filed 2026-10-26

Bfsg, LLC

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$29)

Filed 2026-10-30

Clearstead Advisors, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$11)

Filed 2026-11-06

Acadian Asset Management LLC

N/A

Shares— from 2,456,422

Change-2,456,422 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,359,172

Change-2,359,172 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,085,857

Change-2,085,857 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 1,768,456

Change-1,768,456 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 1,730,062

Change-1,730,062 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,170,440

Change-1,170,440 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,109,231

Change-1,109,231 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,032,331

Change-1,032,331 (-100%)

Value—

Formula Growth LTD

N/A

Shares— from 875,000

Change-875,000 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 751,773

Change-751,773 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 746,700

Change-746,700 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 507,991

Change-507,991 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 506,979

Change-506,979 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 392,794

Change-392,794 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 335,737

Change-335,737 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 260,794

Change-260,794 (-100%)

Value—

UBS Group AG

N/A

Shares— from 257,293

Change-257,293 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 254,220

Change-254,220 (-100%)

Value—

State Street Corp

N/A

Shares— from 243,681

Change-243,681 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 238,530

Change-238,530 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 204,313

Change-204,313 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 184,143

Change-184,143 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 173,558

Change-173,558 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 170,666

Change-170,666 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 157,928

Change-157,928 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 150,590

Change-150,590 (-100%)

Value—

Pale Fire Capital SE

N/A

Shares— from 134,409

Change-134,409 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 120,000

Change-120,000 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 117,990

Change-117,990 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 101,888

Change-101,888 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 94,300

Change-94,300 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 87,768

Change-87,768 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 84,144

Change-84,144 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 82,774

Change-82,774 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 64,764

Change-64,764 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 55,614

Change-55,614 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 52,643

Change-52,643 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 52,570

Change-52,570 (-100%)

Value—

FMR LLC

N/A

Shares— from 45,752

Change-45,752 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 39,426

Change-39,426 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 38,712

Change-38,712 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 37,387

Change-37,387 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 36,514

Change-36,514 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 33,529

Change-33,529 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 26,675

Change-26,675 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 21,457

Change-21,457 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 21,400

Change-21,400 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 20,361

Change-20,361 (-100%)

Value—

Sand Hill Global Advisors, LLC

N/A

Shares— from 20,314

Change-20,314 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 19,879

Change-19,879 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 17,042

Change-17,042 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 14,041

Change-14,041 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 13,658

Change-13,658 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,527

Change-12,527 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 10,870

Change-10,870 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,816

Change-7,816 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 7,680

Change-7,680 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,555

Change-4,555 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,956

Change-3,956 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,921

Change-1,921 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,367

Change-1,367 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 650

Change-650 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 202

Change-202 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 100

Change-100 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Parallel Advisors, LLC	INCREASED	2,759,037	2,664,037	+95,000	+4%	$4.8M	$6.2M	+$1.4M	2026-11-03
Geode Capital Management, LLC	DECREASED	605,060	663,229	-58,169	-9%	$1.2M	$1.4M	+$174.3K	2026-11-06
Barclays PLC	INCREASED	283,693	88,926	+194,767	+219%	$159.2K	$638.3K	+$479.1K	2026-11-06
Dimensional Fund Advisors LP	INCREASED	171,191	78,173	+93,018	+119%	$139.7K	$385.1K	+$245.4K	2026-11-04
Bank of New York Mellon Corp	DECREASED	108,974	110,473	-1,499	-1%	$197.7K	$245.2K	+$47.4K	2026-11-05
Creative Planning	DECREASED	58,471	86,538	-28,067	-32%	$154.9K	$131.6K	-$23.3K	2026-11-02
Prentiss Smith & Co Inc	UNCHANGED	42,485	42,485	0	0%	$76.0K	$95.6K	+$19.5K	2026-10-27
Williams & Novak Wealth Management, LLC	DECREASED	36,100	53,630	-17,530	-33%	$96.0K	$81.2K	-$14.8K	2026-10-09
Simplex Trading, LLC	INCREASED	31,218	4,823	+26,395	+547%	$8.6K	$70.2K	+$61.6K	2026-11-04
Russell Investments Group, Ltd.	UNCHANGED	28,991	28,991	0	0%	$51.9K	$65.2K	+$13.3K	2026-11-06
Lavelle Capital LP	INCREASED	28,640	20,000	+8,640	+43%	$35.8K	$64.4K	+$28.6K	2026-11-03
Jefferies Financial Group Inc.	NEW	28,200	—	+28,200	—	—	$63.5K	—	2026-11-05
Citigroup Inc	INCREASED	17,251	33	+17,218	+52176%	$59	$38.8K	+$38.8K	2026-11-04
R Squared Ltd	DECREASED	14,367	19,587	-5,220	-27%	$35.1K	$32.3K	-$2.7K	2026-11-06
Y-Intercept (Hong Kong) Ltd	NEW	12,584	—	+12,584	—	—	$28.3K	—	2026-10-16
Howard Financial Services, Ltd.	NEW	12,000	—	+12,000	—	—	$27.0K	—	2026-10-15
Wealth Enhancement Advisory Services, LLC	DECREASED	11,143	55,355	-44,212	-80%	$104.6K	$25.6K	-$79.0K	2026-10-13
Savant Capital, LLC	NEW	10,348	—	+10,348	—	—	$23.3K	—	2026-11-06
State of Alaska, Department of Revenue	UNCHANGED	8,632	8,632	0	0%	$15	$19	+$4	2026-10-15
Allworth Financial LP	UNCHANGED	3,763	3,763	0	0%	$6.7K	$6.7K	$0	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	1,382	1,432	-50	-3%	$2.6K	$3.1K	+$547	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	1,276	4,251	-2,975	-70%	$7.6K	$2.9K	-$4.7K	2026-11-04
Essential Partners LLC	DECREASED	978	2,723	-1,745	-64%	$4.9K	$2.2K	-$2.7K	2026-10-14
SBI Securities Co., Ltd.	INCREASED	937	895	+42	+5%	$1.6K	$2.1K	+$506	2026-10-22
Provenance Wealth Advisors, LLC	NEW	128	—	+128	—	—	$288	—	2026-10-30
True Wealth Design, LLC	DECREASED	66	752	-686	-91%	$1.3K	$149	-$1.2K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	57	701	-644	-92%	$1.2K	$128	-$1.1K	2026-10-08
Caitong International Asset Management Co., Ltd	DECREASED	40	125	-85	-68%	$224	$90	-$134	2026-10-29
IFP Advisors, Inc	DECREASED	31	486	-455	-94%	$870	$70	-$800	2026-10-16
StoneX Group Inc.	CLOSED	0	25,542	-25,542	-100%	$28.0K	$0	-$28.0K	2026-11-03
Merit Financial Group, LLC	CLOSED	0	23,170	-23,170	-100%	$41.5K	$0	-$41.5K	2026-11-06
Brighton Jones LLC	CLOSED	0	20,064	-20,064	-100%	$35.9K	$0	-$35.9K	2026-11-03
Fortitude Family Office, LLC	CLOSED	0	179	-179	-100%	$320	$0	-$320	2026-10-14
SJS Investment Consulting Inc.	CLOSED	0	97	-97	-100%	$174	$0	-$174	2026-10-26
Bfsg, LLC	CLOSED	0	16	-16	-100%	$29	$0	-$29	2026-10-30
Clearstead Advisors, LLC	CLOSED	0	6	-6	-100%	$11	$0	-$11	2026-11-06
Acadian Asset Management LLC	N/A	—	2,456,422	-2,456,422	-100%	$4.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,359,172	-2,359,172	-100%	$4.2M	—	—	—
AQR Capital Management LLC	N/A	—	2,085,857	-2,085,857	-100%	$3.7M	—	—	—
Palogic Value Management, L.P.	N/A	—	1,768,456	-1,768,456	-100%	$3.2M	—	—	—
CastleKnight Management LP	N/A	—	1,730,062	-1,730,062	-100%	$3.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,170,440	-1,170,440	-100%	$2.1M	—	—	—
BlackRock, Inc.	N/A	—	1,109,231	-1,109,231	-100%	$2.0M	—	—	—
Jane Street Group, LLC	N/A	—	1,032,331	-1,032,331	-100%	$1.8M	—	—	—
Formula Growth LTD	N/A	—	875,000	-875,000	-100%	$1.6M	—	—	—
Marshall Wace, LLP	N/A	—	751,773	-751,773	-100%	$1.3M	—	—	—
Renaissance Technologies LLC	N/A	—	746,700	-746,700	-100%	$1.3M	—	—	—
Millennium Management LLC	N/A	—	507,991	-507,991	-100%	$909.3K	—	—	—
Two Sigma Investments, LP	N/A	—	506,979	-506,979	-100%	$907.5K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	392,794	-392,794	-100%	$703.1K	—	—	—
Morgan Stanley	N/A	—	335,737	-335,737	-100%	$601.0K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	260,794	-260,794	-100%	$466.8K	—	—	—
UBS Group AG	N/A	—	257,293	-257,293	-100%	$460.6K	—	—	—
IEQ Capital, LLC	N/A	—	254,220	-254,220	-100%	$455.1K	—	—	—
State Street Corp	N/A	—	243,681	-243,681	-100%	$436.2K	—	—	—
Wealthspire Advisors, LLC	N/A	—	238,530	-238,530	-100%	$427.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	204,313	-204,313	-100%	$365.7K	—	—	—
GSA Capital Partners LLP	N/A	—	184,143	-184,143	-100%	$330.0K	—	—	—
Citadel Advisors LLC	N/A	—	173,558	-173,558	-100%	$310.7K	—	—	—
HRT Financial LP	N/A	—	170,666	-170,666	-100%	$305.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	157,928	-157,928	-100%	$282.7K	—	—	—
Northern Trust Corp	N/A	—	150,590	-150,590	-100%	$269.6K	—	—	—
Pale Fire Capital SE	N/A	—	134,409	-134,409	-100%	$240.6K	—	—	—
RBF Capital, LLC	N/A	—	120,000	-120,000	-100%	$214.8K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	117,990	-117,990	-100%	$211.2K	—	—	—
Mariner, LLC	N/A	—	101,888	-101,888	-100%	$182.4K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	94,300	-94,300	-100%	$168.8K	—	—	—
Bank of America Corp	N/A	—	87,768	-87,768	-100%	$157.1K	—	—	—
Cerity Partners LLC	N/A	—	84,144	-84,144	-100%	$150.6K	—	—	—
HSBC Holdings PLC	N/A	—	82,774	-82,774	-100%	$146.9K	—	—	—
XTX Topco Ltd	N/A	—	64,764	-64,764	-100%	$115.9K	—	—	—
Franklin Resources Inc	N/A	—	55,614	-55,614	-100%	$99.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	52,643	-52,643	-100%	$94.2K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	52,570	-52,570	-100%	$94.1K	—	—	—
FMR LLC	N/A	—	45,752	-45,752	-100%	$81.9K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	39,426	-39,426	-100%	$70.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	38,712	-38,712	-100%	$69.3K	—	—	—
Balyasny Asset Management L.P.	N/A	—	37,387	-37,387	-100%	$66.9K	—	—	—
Arax Advisory Partners	N/A	—	36,514	-36,514	-100%	$65.4K	—	—	—
Captrust Financial Advisors	N/A	—	33,529	-33,529	-100%	$60.0K	—	—	—
Point72 Asset Management, L.P.	N/A	—	26,675	-26,675	-100%	$47.7K	—	—	—
Group One Trading LLC	N/A	—	21,457	-21,457	-100%	$38.4K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	21,400	-21,400	-100%	$38.3K	—	—	—
Focus Partners Wealth	N/A	—	20,361	-20,361	-100%	$36.4K	—	—	—
Sand Hill Global Advisors, LLC	N/A	—	20,314	-20,314	-100%	$36.4K	—	—	—
Pallas Capital Advisors LLC	N/A	—	19,879	-19,879	-100%	$35.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	17,042	-17,042	-100%	$30.5K	—	—	—
Two Sigma Securities, LLC	N/A	—	14,041	-14,041	-100%	$25.1K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	13,658	-13,658	-100%	$24.4K	—	—	—
JPMorgan Chase & Co	N/A	—	12,527	-12,527	-100%	$22.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	10,870	-10,870	-100%	$19.5K	—	—	—
Mutual Advisors, LLC	N/A	—	10,000	-10,000	-100%	$17.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,816	-7,816	-100%	$14.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	7,680	-7,680	-100%	$13.7K	—	—	—
Royal Bank of Canada	N/A	—	4,555	-4,555	-100%	$8.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,956	-3,956	-100%	$7.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,921	-1,921	-100%	$3.4K	—	—	—
Rothschild Investment LLC	N/A	—	1,367	-1,367	-100%	$2.4K	—	—	—
Purpose Unlimited Inc.	N/A	—	650	-650	-100%	$1.2K	—	—	—
Hantz Financial Services, Inc.	N/A	—	500	-500	-100%	$1	—	—	—
Wells Fargo & Company	N/A	—	202	-202	-100%	$362	—	—	—
Rhumbline Advisers	N/A	—	100	-100	-100%	$179	—	—	—
Smartleaf Asset Management LLC	N/A	—	25	-25	-100%	$44	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$9	—	—	—
Fiduciary Financial Advisors	N/A	—	5	-5	-100%	$9	—	—	—

Showing 105 of 105 institutions