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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Archer Investment Management, LLC
INCREASED
Shares168,987 from 157,232
Change+11,755 (+7%)
Value$3.6M (+$1.3M)
Filed 2026-10-13
Victory Financial Group, LLC
INCREASED
Shares27,658 from 25,738
Change+1,920 (+7%)
Value$586.9K (+$210.9K)
Filed 2026-10-27
Shore Point Advisors, LLC
INCREASED
Shares14,843 from 14,668
Change+175 (+1%)
Value$315.0K (+$100.7K)
Filed 2026-10-14
Tompkins Financial Corp
UNCHANGED
Shares2,544 from 2,544
Change0 (0%)
Value$54.0K (+$16.8K)
Filed 2026-10-05
Farther Finance Advisors, LLC
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$17.9K (+$5.6K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$17.0K (+$5.3K)
Filed 2026-11-06
North Star Investment Management Corp.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$16.9K (+$5.3K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$594 (+$185)
Filed 2026-10-13
Envestnet Asset Management Inc
N/A
Shares— from 109,659
Change-109,659 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 82,090
Change-82,090 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 24,860
Change-24,860 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 20,188
Change-20,188 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Archer Investment Management, LLC
INCREASED168,987157,232+11,755+7%$2.3M$3.6M+$1.3M2026-10-13
Victory Financial Group, LLC
INCREASED27,65825,738+1,920+7%$376.0K$586.9K+$210.9K2026-10-27
Shore Point Advisors, LLC
INCREASED14,84314,668+175+1%$214.3K$315.0K+$100.7K2026-10-14
Tompkins Financial Corp
UNCHANGED2,5442,54400%$37.2K$54.0K+$16.8K2026-10-05
Farther Finance Advisors, LLC
UNCHANGED84384300%$12.3K$17.9K+$5.6K2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED80080000%$11.7K$17.0K+$5.3K2026-11-06
North Star Investment Management Corp.
UNCHANGED79579500%$11.6K$16.9K+$5.3K2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED282800%$409$594+$1852026-10-13
Envestnet Asset Management Inc
N/A—109,659-109,659-100%$1.6M———
MML Investors Services, LLC
N/A—82,090-82,090-100%$1.2M———
Wealthspire Advisors, LLC
N/A—24,860-24,860-100%$363.2K———
CreativeOne Wealth, LLC
N/A—20,188-20,188-100%$294.9K———
Fiduciary Financial Advisors
N/A—7,969-7,969-100%$116.4K———
EFG International AG
N/A—1,350-1,350-100%$19.7K———
TD Capital Management LLC
N/A—723-723-100%$10.6K———
Morgan Stanley
N/A—100-100-100%$1.5K———
Showing 16 of 16 institutions