Forge Global Hldgs Inc

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

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

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Douglass Winthrop Advisors, LLC

DECREASED

Shares295,854 from 4,449,822

Change-4,153,968 (-93%)

Value$5.6M (+$3.1M)

Filed 2025-08-14

AWM Investment Company, Inc.

DECREASED

Shares206,392 from 3,928,927

Change-3,722,535 (-95%)

Value$3.9M (+$1.7M)

Filed 2025-08-14

ROB Exploration LLC

CLOSED

Shares0 from 24,230,000

Change-24,230,000 (-100%)

Value$0 (-$13.6M)

Filed 2025-08-13

BlackRock, Inc.

CLOSED

Shares0 from 8,115,035

Change-8,115,035 (-100%)

Value$0 (-$4.6M)

Filed 2025-08-12

Vanguard Group Inc

CLOSED

Shares0 from 5,684,383

Change-5,684,383 (-100%)

Value$0 (-$3.2M)

Filed 2025-08-11

Temasek Holdings (Private) Ltd

CLOSED

Shares0 from 4,943,971

Change-4,943,971 (-100%)

Value$0 (-$41.7M)

Filed 2025-08-14

US Bancorp \de\

CLOSED

Shares0 from 3,584,701

Change-3,584,701 (-100%)

Value$0 (-$2.0M)

Filed 2025-07-24

Geode Capital Management, LLC

CLOSED

Shares0 from 2,748,382

Change-2,748,382 (-100%)

Value$0 (-$1.5M)

Filed 2025-08-08

Wells Fargo & Company

CLOSED

Shares0 from 2,585,709

Change-2,585,709 (-100%)

Value$0 (-$1.5M)

Filed 2025-08-14

State Street Corp

CLOSED

Shares0 from 2,315,741

Change-2,315,741 (-100%)

Value$0 (-$1.3M)

Filed 2025-08-14

Alyeska Investment Group, L.P.

CLOSED

Shares0 from 1,990,391

Change-1,990,391 (-100%)

Value$0 (-$1.1M)

Filed 2025-08-14

Northern Trust Corp

CLOSED

Shares0 from 1,070,709

Change-1,070,709 (-100%)

Value$0 (-$601.7K)

Filed 2025-08-13

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 995,979

Change-995,979 (-100%)

Value$0 (-$559.7K)

Filed 2025-08-12

Abacus Wealth Partners, LLC

CLOSED

Shares0 from 942,866

Change-942,866 (-100%)

Value$0 (-$529.9K)

Filed 2025-07-14

Cresset Asset Management, LLC

CLOSED

Shares0 from 673,466

Change-673,466 (-100%)

Value$0 (-$378.5K)

Filed 2026-01-22

GSA Capital Partners LLP

CLOSED

Shares0 from 457,974

Change-457,974 (-100%)

Value$0 (-$257)

Filed 2025-07-22

Nuveen, LLC

CLOSED

Shares0 from 411,336

Change-411,336 (-100%)

Value$0 (-$231.2K)

Filed 2025-08-12

Goldman Sachs Group Inc

CLOSED

Shares0 from 377,237

Change-377,237 (-100%)

Value$0 (-$212.0K)

Filed 2025-08-14

Whetstone Capital Advisors, LLC

CLOSED

Shares0 from 371,008

Change-371,008 (-100%)

Value$0 (-$209)

Filed 2025-08-14

UBS Group AG

CLOSED

Shares0 from 342,970

Change-342,970 (-100%)

Value$0 (-$192.8K)

Filed 2025-08-14

LOS Angeles Capital Management LLC

CLOSED

Shares0 from 327,960

Change-327,960 (-100%)

Value$0 (-$184.3K)

Filed 2025-08-07

Susquehanna International Group, LLP

CLOSED

Shares0 from 317,037

Change-317,037 (-100%)

Value$0 (-$178.2K)

Filed 2025-08-14

Interval Partners, LP

CLOSED

Shares0 from 308,388

Change-308,388 (-100%)

Value$0 (-$173.3K)

Filed 2025-08-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 292,017

Change-292,017 (-100%)

Value$0 (-$164.1K)

Filed 2025-08-05

Renaissance Technologies LLC

CLOSED

Shares0 from 291,000

Change-291,000 (-100%)

Value$0 (-$163.5K)

Filed 2025-08-13

Deutsche Bank Ag\

CLOSED

Shares0 from 245,790

Change-245,790 (-100%)

Value$0 (-$137.6K)

Filed 2025-08-12

AQR Capital Management LLC

CLOSED

Shares0 from 194,616

Change-194,616 (-100%)

Value$0 (-$109.4K)

Filed 2025-08-14

JPMorgan Chase & Co

CLOSED

Shares0 from 186,678

Change-186,678 (-100%)

Value$0 (-$104.9K)

Filed 2025-08-12

Morgan Stanley

CLOSED

Shares0 from 180,844

Change-180,844 (-100%)

Value$0 (-$101.6K)

Filed 2025-08-14

Lasry Marc

CLOSED

Shares0 from 170,458

Change-170,458 (-100%)

Value$0 (-$95.8K)

Filed 2025-08-15

Schonfeld Strategic Advisors LLC

CLOSED

Shares0 from 169,982

Change-169,982 (-100%)

Value$0 (-$95.5K)

Filed 2025-08-14

Rhumbline Advisers

CLOSED

Shares0 from 160,535

Change-160,535 (-100%)

Value$0 (-$90.2K)

Filed 2025-08-12

Summit Trail Advisors, LLC

CLOSED

Shares0 from 157,666

Change-157,666 (-100%)

Value$0 (-$88.6K)

Filed 2025-08-14

Barclays PLC

CLOSED

Shares0 from 118,364

Change-118,364 (-100%)

Value$0 (-$66.5K)

Filed 2026-02-27

Intech Investment Management LLC

CLOSED

Shares0 from 95,658

Change-95,658 (-100%)

Value$0 (-$53.8K)

Filed 2025-08-08

Alliancebernstein L.P.

CLOSED

Shares0 from 91,220

Change-91,220 (-100%)

Value$0 (-$51.3K)

Filed 2025-08-14

Composition Wealth, LLC

CLOSED

Shares0 from 86,700

Change-86,700 (-100%)

Value$0 (-$48.7K)

Filed 2025-07-22

Bank of America Corp

CLOSED

Shares0 from 83,535

Change-83,535 (-100%)

Value$0 (-$46.9K)

Filed 2025-08-14

Citigroup Inc

CLOSED

Shares0 from 82,021

Change-82,021 (-100%)

Value$0 (-$46.1K)

Filed 2025-08-11

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 68,888

Change-68,888 (-100%)

Value$0 (-$38.7K)

Filed 2025-08-14

Creative Planning

CLOSED

Shares0 from 65,102

Change-65,102 (-100%)

Value$0 (-$36.6K)

Filed 2025-08-08

Corebridge Financial, Inc.

CLOSED

Shares0 from 57,645

Change-57,645 (-100%)

Value$0 (-$32.4K)

Filed 2025-08-12

XTX Topco Ltd

CLOSED

Shares0 from 54,878

Change-54,878 (-100%)

Value$0 (-$30.8K)

Filed 2025-08-12

Jane Street Group, LLC

CLOSED

Shares0 from 48,559

Change-48,559 (-100%)

Value$0 (-$27.3K)

Filed 2025-08-14

Invesco Ltd.

CLOSED

Shares0 from 45,944

Change-45,944 (-100%)

Value$0 (-$25.8K)

Filed 2025-08-13

Focus Partners Wealth

CLOSED

Shares0 from 41,380

Change-41,380 (-100%)

Value$0 (-$23.3K)

Filed 2025-08-14

SG Americas Securities, LLC

CLOSED

Shares0 from 38,574

Change-38,574 (-100%)

Value$0 (-$22)

Filed 2025-08-08

Voya Investment Management LLC

CLOSED

Shares0 from 36,490

Change-36,490 (-100%)

Value$0 (-$20.5K)

Filed 2025-08-14

Two Sigma Investments, LP

CLOSED

Shares0 from 31,412

Change-31,412 (-100%)

Value$0 (-$17.7K)

Filed 2025-08-14

D. E. Shaw & Co., Inc.

CLOSED

Shares0 from 31,363

Change-31,363 (-100%)

Value$0 (-$17.6K)

Filed 2025-08-14

CIBC World Markets Corp

CLOSED

Shares0 from 26,109

Change-26,109 (-100%)

Value$0 (-$14.7K)

Filed 2025-08-14

ProShare Advisors LLC

CLOSED

Shares0 from 25,474

Change-25,474 (-100%)

Value$0 (-$14.3K)

Filed 2025-08-07

New York State Common Retirement Fund

CLOSED

Shares0 from 21,654

Change-21,654 (-100%)

Value$0 (-$12.2K)

Filed 2025-10-08

CWM, LLC

CLOSED

Shares0 from 20,528

Change-20,528 (-100%)

Value$0 (-$12)

Filed 2025-07-25

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 20,303

Change-20,303 (-100%)

Value$0 (-$11.4K)

Filed 2025-08-15

Aries Wealth Management

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$11.2K)

Filed 2025-07-28

Wedmont Private Capital

CLOSED

Shares0 from 15,299

Change-15,299 (-100%)

Value$0 (-$9.5K)

Filed 2025-07-10

Victory Capital Management Inc

CLOSED

Shares0 from 14,423

Change-14,423 (-100%)

Value$0 (-$8.1K)

Filed 2025-08-13

State Board of Administration of Florida Retirement System

CLOSED

Shares0 from 14,360

Change-14,360 (-100%)

Value$0 (-$8.1K)

Filed 2025-08-13

HSBC Holdings PLC

CLOSED

Shares0 from 13,549

Change-13,549 (-100%)

Value$0 (-$7.9K)

Filed 2025-08-13

FMR LLC

CLOSED

Shares0 from 13,455

Change-13,455 (-100%)

Value$0 (-$7.6K)

Filed 2025-08-14

Vanguard Personalized Indexing Management, LLC

CLOSED

Shares0 from 13,419

Change-13,419 (-100%)

Value$0 (-$7.5K)

Filed 2025-07-25

LPL Financial LLC

CLOSED

Shares0 from 13,000

Change-13,000 (-100%)

Value$0 (-$7.3K)

Filed 2025-08-12

Two Sigma Securities, LLC

CLOSED

Shares0 from 12,859

Change-12,859 (-100%)

Value$0 (-$7.2K)

Filed 2025-08-14

Group One Trading LLC

CLOSED

Shares0 from 12,661

Change-12,661 (-100%)

Value$0 (-$7.1K)

Filed 2025-08-14

IEQ Capital, LLC

CLOSED

Shares0 from 12,327

Change-12,327 (-100%)

Value$0 (-$6.9K)

Filed 2025-08-14

Abel Hall, LLC

CLOSED

Shares0 from 11,458

Change-11,458 (-100%)

Value$0 (-$6.4K)

Filed 2025-07-23

Neuberger Berman Group LLC

CLOSED

Shares0 from 11,458

Change-11,458 (-100%)

Value$0 (-$6.4K)

Filed 2026-10-27

Ausdal Financial Partners, Inc.

CLOSED

Shares0 from 11,450

Change-11,450 (-100%)

Value$0 (-$6.4K)

Filed 2025-08-14

Ethic Inc.

CLOSED

Shares0 from 10,735

Change-10,735 (-100%)

Value$0 (-$6.1K)

Filed 2025-07-30

StoneX Group Inc.

CLOSED

Shares0 from 10,126

Change-10,126 (-100%)

Value$0 (-$5.7K)

Filed 2025-08-13

SEI Investments Co

CLOSED

Shares0 from 10,069

Change-10,069 (-100%)

Value$0 (-$5.7K)

Filed 2025-08-14

BNP Paribas Financial Markets

CLOSED

Shares0 from 9,567

Change-9,567 (-100%)

Value$0 (-$5.4K)

Filed 2025-08-14

Legal & General Group Plc

CLOSED

Shares0 from 9,499

Change-9,499 (-100%)

Value$0 (-$5.3K)

Filed 2025-08-12

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 9,074

Change-9,074 (-100%)

Value$0 (-$5.1K)

Filed 2025-08-12

Royal Bank of Canada

CLOSED

Shares0 from 8,536

Change-8,536 (-100%)

Value$0 (-$5.0K)

Filed 2025-11-21

California State Teachers Retirement System

CLOSED

Shares0 from 8,314

Change-8,314 (-100%)

Value$0 (-$4.7K)

Filed 2025-08-14

BFC Planning, Inc.

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$2.2K)

Filed 2026-10-29

HM Payson & Co

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$2.2K)

Filed 2025-10-17

Amalgamated Bank

CLOSED

Shares0 from 3,705

Change-3,705 (-100%)

Value$0 (-$2)

Filed 2025-08-04

Lanark Financial, Inc.

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$1)

Filed 2025-07-08

Sterling Capital Management LLC

CLOSED

Shares0 from 2,093

Change-2,093 (-100%)

Value$0 (-$1.2K)

Filed 2025-08-08

Osaic Holdings, Inc.

CLOSED

Shares0 from 940

Change-940 (-100%)

Value$0 (-$526)

Filed 2025-09-04

True Wealth Design, LLC

CLOSED

Shares0 from 256

Change-256 (-100%)

Value$0 (-$144)

Filed 2025-08-06

Fortitude Family Office, LLC

CLOSED

Shares0 from 93

Change-93 (-100%)

Value$0 (-$52)

Filed 2025-07-15

Acadian Asset Management LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 ($0)

Filed 2025-08-07

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-12

	Status
Douglass Winthrop Advisors, LLC	DECREASED	295,854	4,449,822	-4,153,968	-93%	$2.5M	$5.6M	+$3.1M	2025-08-14
AWM Investment Company, Inc.	DECREASED	206,392	3,928,927	-3,722,535	-95%	$2.2M	$3.9M	+$1.7M	2025-08-14
ROB Exploration LLC	CLOSED	0	24,230,000	-24,230,000	-100%	$13.6M	$0	-$13.6M	2025-08-13
BlackRock, Inc.	CLOSED	0	8,115,035	-8,115,035	-100%	$4.6M	$0	-$4.6M	2025-08-12
Vanguard Group Inc	CLOSED	0	5,684,383	-5,684,383	-100%	$3.2M	$0	-$3.2M	2025-08-11
Temasek Holdings (Private) Ltd	CLOSED	0	4,943,971	-4,943,971	-100%	$41.7M	$0	-$41.7M	2025-08-14
US Bancorp \de\	CLOSED	0	3,584,701	-3,584,701	-100%	$2.0M	$0	-$2.0M	2025-07-24
Geode Capital Management, LLC	CLOSED	0	2,748,382	-2,748,382	-100%	$1.5M	$0	-$1.5M	2025-08-08
Wells Fargo & Company	CLOSED	0	2,585,709	-2,585,709	-100%	$1.5M	$0	-$1.5M	2025-08-14
State Street Corp	CLOSED	0	2,315,741	-2,315,741	-100%	$1.3M	$0	-$1.3M	2025-08-14
Alyeska Investment Group, L.P.	CLOSED	0	1,990,391	-1,990,391	-100%	$1.1M	$0	-$1.1M	2025-08-14
Northern Trust Corp	CLOSED	0	1,070,709	-1,070,709	-100%	$601.7K	$0	-$601.7K	2025-08-13
Charles Schwab Investment Management Inc	CLOSED	0	995,979	-995,979	-100%	$559.7K	$0	-$559.7K	2025-08-12
Abacus Wealth Partners, LLC	CLOSED	0	942,866	-942,866	-100%	$529.9K	$0	-$529.9K	2025-07-14
Cresset Asset Management, LLC	CLOSED	0	673,466	-673,466	-100%	$378.5K	$0	-$378.5K	2026-01-22
GSA Capital Partners LLP	CLOSED	0	457,974	-457,974	-100%	$257	$0	-$257	2025-07-22
Nuveen, LLC	CLOSED	0	411,336	-411,336	-100%	$231.2K	$0	-$231.2K	2025-08-12
Goldman Sachs Group Inc	CLOSED	0	377,237	-377,237	-100%	$212.0K	$0	-$212.0K	2025-08-14
Whetstone Capital Advisors, LLC	CLOSED	0	371,008	-371,008	-100%	$209	$0	-$209	2025-08-14
UBS Group AG	CLOSED	0	342,970	-342,970	-100%	$192.8K	$0	-$192.8K	2025-08-14
LOS Angeles Capital Management LLC	CLOSED	0	327,960	-327,960	-100%	$184.3K	$0	-$184.3K	2025-08-07
Susquehanna International Group, LLP	CLOSED	0	317,037	-317,037	-100%	$178.2K	$0	-$178.2K	2025-08-14
Interval Partners, LP	CLOSED	0	308,388	-308,388	-100%	$173.3K	$0	-$173.3K	2025-08-14
Bank of New York Mellon Corp	CLOSED	0	292,017	-292,017	-100%	$164.1K	$0	-$164.1K	2025-08-05
Renaissance Technologies LLC	CLOSED	0	291,000	-291,000	-100%	$163.5K	$0	-$163.5K	2025-08-13
Deutsche Bank Ag\	CLOSED	0	245,790	-245,790	-100%	$137.6K	$0	-$137.6K	2025-08-12
AQR Capital Management LLC	CLOSED	0	194,616	-194,616	-100%	$109.4K	$0	-$109.4K	2025-08-14
JPMorgan Chase & Co	CLOSED	0	186,678	-186,678	-100%	$104.9K	$0	-$104.9K	2025-08-12
Morgan Stanley	CLOSED	0	180,844	-180,844	-100%	$101.6K	$0	-$101.6K	2025-08-14
Lasry Marc	CLOSED	0	170,458	-170,458	-100%	$95.8K	$0	-$95.8K	2025-08-15
Schonfeld Strategic Advisors LLC	CLOSED	0	169,982	-169,982	-100%	$95.5K	$0	-$95.5K	2025-08-14
Rhumbline Advisers	CLOSED	0	160,535	-160,535	-100%	$90.2K	$0	-$90.2K	2025-08-12
Summit Trail Advisors, LLC	CLOSED	0	157,666	-157,666	-100%	$88.6K	$0	-$88.6K	2025-08-14
Barclays PLC	CLOSED	0	118,364	-118,364	-100%	$66.5K	$0	-$66.5K	2026-02-27
Intech Investment Management LLC	CLOSED	0	95,658	-95,658	-100%	$53.8K	$0	-$53.8K	2025-08-08
Alliancebernstein L.P.	CLOSED	0	91,220	-91,220	-100%	$51.3K	$0	-$51.3K	2025-08-14
Composition Wealth, LLC	CLOSED	0	86,700	-86,700	-100%	$48.7K	$0	-$48.7K	2025-07-22
Bank of America Corp	CLOSED	0	83,535	-83,535	-100%	$46.9K	$0	-$46.9K	2025-08-14
Citigroup Inc	CLOSED	0	82,021	-82,021	-100%	$46.1K	$0	-$46.1K	2025-08-11
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	68,888	-68,888	-100%	$38.7K	$0	-$38.7K	2025-08-14
Creative Planning	CLOSED	0	65,102	-65,102	-100%	$36.6K	$0	-$36.6K	2025-08-08
Corebridge Financial, Inc.	CLOSED	0	57,645	-57,645	-100%	$32.4K	$0	-$32.4K	2025-08-12
XTX Topco Ltd	CLOSED	0	54,878	-54,878	-100%	$30.8K	$0	-$30.8K	2025-08-12
Jane Street Group, LLC	CLOSED	0	48,559	-48,559	-100%	$27.3K	$0	-$27.3K	2025-08-14
Invesco Ltd.	CLOSED	0	45,944	-45,944	-100%	$25.8K	$0	-$25.8K	2025-08-13
Focus Partners Wealth	CLOSED	0	41,380	-41,380	-100%	$23.3K	$0	-$23.3K	2025-08-14
SG Americas Securities, LLC	CLOSED	0	38,574	-38,574	-100%	$22	$0	-$22	2025-08-08
Voya Investment Management LLC	CLOSED	0	36,490	-36,490	-100%	$20.5K	$0	-$20.5K	2025-08-14
Two Sigma Investments, LP	CLOSED	0	31,412	-31,412	-100%	$17.7K	$0	-$17.7K	2025-08-14
D. E. Shaw & Co., Inc.	CLOSED	0	31,363	-31,363	-100%	$17.6K	$0	-$17.6K	2025-08-14
CIBC World Markets Corp	CLOSED	0	26,109	-26,109	-100%	$14.7K	$0	-$14.7K	2025-08-14
ProShare Advisors LLC	CLOSED	0	25,474	-25,474	-100%	$14.3K	$0	-$14.3K	2025-08-07
New York State Common Retirement Fund	CLOSED	0	21,654	-21,654	-100%	$12.2K	$0	-$12.2K	2025-10-08
CWM, LLC	CLOSED	0	20,528	-20,528	-100%	$12	$0	-$12	2025-07-25
Tower Research Capital LLC (TRC)	CLOSED	0	20,303	-20,303	-100%	$11.4K	$0	-$11.4K	2025-08-15
Aries Wealth Management	CLOSED	0	20,000	-20,000	-100%	$11.2K	$0	-$11.2K	2025-07-28
Wedmont Private Capital	CLOSED	0	15,299	-15,299	-100%	$9.5K	$0	-$9.5K	2025-07-10
Victory Capital Management Inc	CLOSED	0	14,423	-14,423	-100%	$8.1K	$0	-$8.1K	2025-08-13
State Board of Administration of Florida Retirement System	CLOSED	0	14,360	-14,360	-100%	$8.1K	$0	-$8.1K	2025-08-13
HSBC Holdings PLC	CLOSED	0	13,549	-13,549	-100%	$7.9K	$0	-$7.9K	2025-08-13
FMR LLC	CLOSED	0	13,455	-13,455	-100%	$7.6K	$0	-$7.6K	2025-08-14
Vanguard Personalized Indexing Management, LLC	CLOSED	0	13,419	-13,419	-100%	$7.5K	$0	-$7.5K	2025-07-25
LPL Financial LLC	CLOSED	0	13,000	-13,000	-100%	$7.3K	$0	-$7.3K	2025-08-12
Two Sigma Securities, LLC	CLOSED	0	12,859	-12,859	-100%	$7.2K	$0	-$7.2K	2025-08-14
Group One Trading LLC	CLOSED	0	12,661	-12,661	-100%	$7.1K	$0	-$7.1K	2025-08-14
IEQ Capital, LLC	CLOSED	0	12,327	-12,327	-100%	$6.9K	$0	-$6.9K	2025-08-14
Abel Hall, LLC	CLOSED	0	11,458	-11,458	-100%	$6.4K	$0	-$6.4K	2025-07-23
Neuberger Berman Group LLC	CLOSED	0	11,458	-11,458	-100%	$6.4K	$0	-$6.4K	2026-10-27
Ausdal Financial Partners, Inc.	CLOSED	0	11,450	-11,450	-100%	$6.4K	$0	-$6.4K	2025-08-14
Ethic Inc.	CLOSED	0	10,735	-10,735	-100%	$6.1K	$0	-$6.1K	2025-07-30
StoneX Group Inc.	CLOSED	0	10,126	-10,126	-100%	$5.7K	$0	-$5.7K	2025-08-13
SEI Investments Co	CLOSED	0	10,069	-10,069	-100%	$5.7K	$0	-$5.7K	2025-08-14
BNP Paribas Financial Markets	CLOSED	0	9,567	-9,567	-100%	$5.4K	$0	-$5.4K	2025-08-14
Legal & General Group Plc	CLOSED	0	9,499	-9,499	-100%	$5.3K	$0	-$5.3K	2025-08-12
Ameritas Investment Partners, Inc.	CLOSED	0	9,074	-9,074	-100%	$5.1K	$0	-$5.1K	2025-08-12
Royal Bank of Canada	CLOSED	0	8,536	-8,536	-100%	$5.0K	$0	-$5.0K	2025-11-21
California State Teachers Retirement System	CLOSED	0	8,314	-8,314	-100%	$4.7K	$0	-$4.7K	2025-08-14
BFC Planning, Inc.	CLOSED	0	4,000	-4,000	-100%	$2.2K	$0	-$2.2K	2026-10-29
HM Payson & Co	CLOSED	0	4,000	-4,000	-100%	$2.2K	$0	-$2.2K	2025-10-17
Amalgamated Bank	CLOSED	0	3,705	-3,705	-100%	$2	$0	-$2	2025-08-04
Lanark Financial, Inc.	CLOSED	0	3,000	-3,000	-100%	$1	$0	-$1	2025-07-08
Sterling Capital Management LLC	CLOSED	0	2,093	-2,093	-100%	$1.2K	$0	-$1.2K	2025-08-08
Osaic Holdings, Inc.	CLOSED	0	940	-940	-100%	$526	$0	-$526	2025-09-04
True Wealth Design, LLC	CLOSED	0	256	-256	-100%	$144	$0	-$144	2025-08-06
Fortitude Family Office, LLC	CLOSED	0	93	-93	-100%	$52	$0	-$52	2025-07-15
Acadian Asset Management LLC	CLOSED	0	7	-7	-100%	$0	$0	$0	2025-08-07
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-08-12

Showing 87 of 87 institutions