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Ingevity Corp (NGVT)

CUSIP: 45688C107 | NYSE | Basic Materials · Specialty Chemicals | Mid Cap | 1149 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP786,142
0.0% of portfolio›$55.6M
Principal Financial Group Inc690,608
0.0% of portfolio›$48.9M
Pictet Asset Management Holding SA256,249
0.0% of portfolio›$18.1M
Bank of New York Mellon Corp210,260
0.0% of portfolio›$14.9M
Leeward Investments, LLC - MA153,075
0.5% of portfolio›$10.8M
Patten & Patten Inc147,900
0.5% of portfolio›$10.5M
MacKenzie Financial Corp106,900
0.0% of portfolio›$7.6M
Savant Capital, LLC81,259
0.0% of portfolio›$5.7M
Wedge Capital Management L L P65,972
0.1% of portfolio›$4.7M
Isthmus Partners, LLC65,341
0.4% of portfolio›$4.6M
Salem Investment Counselors Inc44,722
0.1% of portfolio›$3.2M
Citigroup Inc44,697
0.0% of portfolio›$3.2M
Moody National Bank Trust Division41,411
0.2% of portfolio›$2.9M
Creative Planning32,793
0.0% of portfolio›$2.3M
New York State Teachers Retirement System32,295
0.0% of portfolio›$2.3K
Thrivent Financial for Lutherans31,596
0.0% of portfolio›$2.2M
Villanova Investment Management Co31,136
2.2% of portfolio›$2.2M
CWA Asset Management Group, LLC27,555
0.1% of portfolio›$1.9M
Davenport & Co LLC26,177
0.0% of portfolio›$1.9M
Fifth Third Bancorp22,442
0.0% of portfolio›$1.6M
CenterBook Partners LP19,489
0.1% of portfolio›$1.4M
Illinois Municipal Retirement Fund18,072
0.0% of portfolio›$1.3M
Mitsubishi UFJ Asset Management (UK) Ltd.18,000
0.0% of portfolio›$1.3K
Barclays PLC17,777
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D16,922
0.0% of portfolio›$1.2M
Fruth Investment Management16,557
0.0% of portfolio›$1.2K
Louisiana State Employees Retirement System14,600
0.0% of portfolio›$1.0M
HUB Investment Partners, LLC14,543
0.0% of portfolio›$1.0M
Oppenheimer Asset Management Inc.13,778
0.0% of portfolio›$974.8K
Strs Ohio13,500
0.0% of portfolio›$955.1K
Fifth Third Wealth Advisors LLC11,555
0.0% of portfolio›$817.5K
Concurrent Investment Advisors, LLC11,139
0.0% of portfolio›$788.1K
Arizona State Retirement System9,794
0.0% of portfolio›$692.9K
Inspire Investing, LLC8,957
0.0% of portfolio›$633.7K
Amalgamated Bank8,947
0.0% of portfolio›$633
State of Wyoming8,744
0.0% of portfolio›$618.6K
Yousif Capital Management, LLC8,712
0.0% of portfolio›$616.4K
OpenArc Corporate Advisory, LLC8,510
0.0% of portfolio›$602.1K
Park Capital Management, LLC / WI8,286
0.3% of portfolio›$586.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,100
0.0% of portfolio›$573.1K
Moneco Advisors, LLC7,778
0.0% of portfolio›$550.3K
Maryland State Retirement & Pension System7,723
0.0% of portfolio›$546.4K
Oregon Public Employees Retirement Fund7,686
0.0% of portfolio›$543.8K
Optimist Retirement Group LLC7,230
0.2% of portfolio›$511.5K
State of Alaska, Department of Revenue7,129
0.0% of portfolio›$503
SAX Wealth Advisors, LLC6,925
0.0% of portfolio›$489.9K
Ethic Inc.6,584
0.0% of portfolio›$465.8K
Simplicity Wealth,LLC6,572
0.0% of portfolio›$465.0K
DekaBank Deutsche Girozentrale6,560
0.0% of portfolio›$464.0K
Symmetry Partners, LLC6,155
0.0% of portfolio›$435.5K
ProShare Advisors LLC6,016
0.0% of portfolio›$425.6K
Wealth Enhancement Advisory Services, LLC5,749
0.0% of portfolio›$410.5K
Lanark Financial, Inc.5,394
0.0% of portfolio›$381.6K
Axxcess Wealth Management, LLC5,237
0.0% of portfolio›$370.5K
Occidental Asset Management, LLC4,583
0.0% of portfolio›$324.2K
Contravisory Investment Management, Inc.4,556
0.1% of portfolio›$322.3K
Able Wealth Management LLC4,530
0.1% of portfolio›$331.3K
Parallel Advisors, LLC4,466
0.0% of portfolio›$316.0K
Farther Finance Advisors, LLC4,265
0.0% of portfolio›$301.7K
Nisa Investment Advisors, LLC4,228
0.0% of portfolio›$299.1K
Vise Technologies, Inc.3,931
0.0% of portfolio›$278.1K
Mutual of America Capital Management LLC3,923
0.0% of portfolio›$277.6K
Abacus Planning Group, Inc.3,844
0.0% of portfolio›$272.0K
SteelPeak Wealth, LLC3,771
0.0% of portfolio›$266.8K
Keybank National Association3,699
0.0% of portfolio›$261.7K
Paragon Advisors, LLC3,518
0.0% of portfolio›$248.9K
Xponance LLC3,420
0.0% of portfolio›$242.0K
Virginia Retirement Systems ET Al3,400
0.0% of portfolio›$240.6K
Cyndeo Wealth Partners, LLC3,293
0.0% of portfolio›$233.0K
Commonwealth Financial Services, LLC3,149
0.0% of portfolio›$222.8K
Choreo, LLC3,108
0.0% of portfolio›$219.9K
VestGen Advisors, LLC2,960
0.0% of portfolio›$209.4K
Anchyra Partners LLC2,856
0.0% of portfolio›$202.1K
Assetmark, Inc2,693
0.0% of portfolio›$190.5K
PNC Financial Services Group, Inc.2,489
0.0% of portfolio›$176.1K
Fortitude Family Office, LLC2,122
0.0% of portfolio›$150.1K
Nykredit A/S2,114
0.0% of portfolio›$149.6K
EverSource Wealth Advisors, LLC1,996
0.0% of portfolio›$141.2K
Gamma Investing LLC1,757
0.0% of portfolio›$124.3K
US Bancorp \de\1,316
0.0% of portfolio›$93.1K
KBC Group NV1,248
0.0% of portfolio›$88
Sterling Capital Management LLC1,162
0.0% of portfolio›$82.2K
Pinnacle Wealth Planning Services, Inc.743
0.0% of portfolio›$52.6K
Security National Bank558
0.0% of portfolio›$39.5K
Parkside Financial Bank & Trust413
0.0% of portfolio›$29.2K
Oakworth Capital, Inc.350
0.0% of portfolio›$24.8K
Salomon & Ludwin, LLC337
0.0% of portfolio›$23.8K
Blue Trust, Inc.286
0.0% of portfolio›$20.2K
Versant Capital Management, Inc264
0.0% of portfolio›$18.7K
Hartford Financial Management Inc.260
0.0% of portfolio›$18.4K
Eurizon Capital SGR S.p.A.253
0.0% of portfolio›$18.0K
Center for Financial Planning, Inc.246
0.0% of portfolio›$17.4K
CoreCap Advisors, LLC206
0.0% of portfolio›$14.6K
Larson Financial Group LLC197
0.0% of portfolio›$13.9K
Bare Financial Services, Inc195
0.0% of portfolio›$13.8K
City State Bank160
0.0% of portfolio›$11.3K
Root Financial Partners, LLC157
0.0% of portfolio›$11.1K
Armstrong Advisory Group, Inc141
0.0% of portfolio›$10.0K
TD Waterhouse Canada Inc.140
0.0% of portfolio›$9.9K
Covestor Ltd138
0.0% of portfolio›$9
Clark Wealth Partners137
0.0% of portfolio›$9.7K
Mitsubishi UFJ Asset Management Co., Ltd.116
0.0% of portfolio›$8.2K
SJS Investment Consulting Inc.99
0.0% of portfolio›$7.0K
Signaturefd, LLC74
0.0% of portfolio›$5.2K
SBI Securities Co., Ltd.72
0.0% of portfolio›$5.1K
Private Wealth Management Group, LLC49
0.0% of portfolio›$3.5K
Livelsberger Financial Advisory43
0.0% of portfolio›$3.0K
MassMutual Private Wealth & Trust, FSB42
0.0% of portfolio›$3.0K
Smallwood Wealth Investment Management, LLC41
0.0% of portfolio›$2.9K
Meriwether Wealth & Planning, LLC39
0.0% of portfolio›$2.8K
Ares Financial Consulting, LLC36
0.0% of portfolio›$2.5K
WPG Advisers, LLC36
0.0% of portfolio›$2.5K
Farmers & Merchants Investments Inc33
0.0% of portfolio›$2.3K
West Paces Advisors Inc.33
0.0% of portfolio›$2.3K
JFS Wealth Advisors, LLC27
0.0% of portfolio›$1.9K
Eastern Bank26
0.0% of portfolio›$1.8K
Markowski Investments26
0.0% of portfolio›$1.8K
IFP Advisors, Inc24
0.0% of portfolio›$1.7K
Golden State Wealth Management, LLC23
0.0% of portfolio›$1.6K
First Horizon Corp22
0.0% of portfolio›$1.6K
Elyxium Wealth, LLC20
0.0% of portfolio›$1.4K
Atlantic Edge Private Wealth Management, LLC18
0.0% of portfolio›$1.3K
Silver Grove Financial Group, Inc.17
0.0% of portfolio›$1.2K
Hughes Financial Services, LLC17
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC13
0.0% of portfolio›$919
Creative Capital Management Investments LLC13
0.0% of portfolio›$920
Torren Management, LLC9
0.0% of portfolio›$637
Bay Harbor Wealth Management, LLC9
0.0% of portfolio›$637
TD Private Client Wealth LLC8
0.0% of portfolio›$566
Valley National Advisers Inc8
0.0% of portfolio›$566
Grove Bank & Trust8
0.0% of portfolio›$566
Manchester Capital Management LLC8
0.0% of portfolio›$566
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$496
Cedar Mountain Advisors, LLC7
0.0% of portfolio›$495
Gilpin Wealth Management, LLC6
0.0% of portfolio›$425
UMB Private Wealth Management, LLC6
0.0% of portfolio›$425
Central Trust Co5
0.0% of portfolio›$354
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$354
Davis Capital Management5
0.0% of portfolio›$354
Simplex Trading, LLC4
0.0% of portfolio›$283
Private Trust Co NA1
0.0% of portfolio›$71
DecisionPoint Financial, LLC1
0.0% of portfolio›$72
Essential Partners LLC1
0.0% of portfolio›$71
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
786,142$55.6M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
690,608$48.9M0.0%CoreLowDes Moines, IA2026-11-02
Pictet Asset Management Holding SA
256,249$18.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Bank of New York Mellon Corp
210,260$14.9M0.0%CoreLowNew York, NY2026-11-05
Leeward Investments, LLC - MA
153,075$10.8M0.5%Deep ValueLowBoston, MA2026-10-23
Patten & Patten Inc
147,900$10.5M0.5%CoreLowChattanooga, TN2026-10-26
MacKenzie Financial Corp
106,900$7.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Savant Capital, LLC
81,259$5.7M0.0%IndexVery LowRockford, IL2026-11-06
Wedge Capital Management L L P
65,972$4.7M0.1%ValueMediumCharlotte, NC2026-10-13
Isthmus Partners, LLC
65,341$4.6M0.4%ValueMediumMadison, WI2026-10-21
Salem Investment Counselors Inc
44,722$3.2M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Citigroup Inc
44,697$3.2M0.0%CoreMediumNew York, NY2026-11-04
Moody National Bank Trust Division
41,411$2.9M0.2%CoreMediumGalveston, TX2026-10-06
Creative Planning
32,793$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
32,295$2.3K0.0%CoreVery LowAlbany, NY2026-10-22
Thrivent Financial for Lutherans
31,596$2.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Villanova Investment Management Co
31,136$2.2M2.2%Deep ValueMediumWayne, PA2026-11-02
CWA Asset Management Group, LLC
27,555$1.9M0.1%CoreMediumNaples, FL2026-10-19
Davenport & Co LLC
26,177$1.9M0.0%CoreMediumRichmond, VA2026-10-14
Fifth Third Bancorp
22,442$1.6M0.0%IndexVery LowCincinnati, OH2026-11-05
CenterBook Partners LP
19,489$1.4M0.1%ValueVery HighGreenwich, CT2026-11-02
Illinois Municipal Retirement Fund
18,072$1.3M0.0%CoreMediumOak Brook, IL2026-11-05
Mitsubishi UFJ Asset Management (UK) Ltd.
18,000$1.3K0.0%CoreHighLondon, United Kingdom2026-10-22
Barclays PLC
17,777$1.3M0.0%CoreMediumLondon, United Kingdom2026-11-06
State of New Jersey Common Pension Fund D
16,922$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Fruth Investment Management
16,557$1.2K0.0%CoreVery LowHouston, TX2026-10-13
Louisiana State Employees Retirement System
14,600$1.0M0.0%IndexLowBaton Rouge, LA2026-10-20
HUB Investment Partners, LLC
14,543$1.0M0.0%GrowthLowAustin, TX2026-11-03
Oppenheimer Asset Management Inc.
13,778$974.8K0.0%CoreMediumNew York, NY2026-10-27
Strs Ohio
13,500$955.1K0.0%CoreMediumColumbus, OH2026-10-30
Fifth Third Wealth Advisors LLC
11,555$817.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Concurrent Investment Advisors, LLC
11,139$788.1K0.0%GrowthMediumTampa, FL2026-10-16
Arizona State Retirement System
9,794$692.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Inspire Investing, LLC
8,957$633.7K0.0%GARPHighMeridian, ID2026-10-22
Amalgamated Bank
8,947$6330.0%CoreVery LowNew York, NY2026-10-23
State of Wyoming
8,744$618.6K0.0%ValueHighCheyenne, WY2026-10-28
Yousif Capital Management, LLC
8,712$616.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
OpenArc Corporate Advisory, LLC
8,510$602.1K0.0%GrowthLowAtlanta, GA2026-10-21
Park Capital Management, LLC / WI
8,286$586.2K0.3%GrowthHighMadison, WI2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,100$573.1K0.0%CoreLowHarrisburg, PA2026-11-03
Moneco Advisors, LLC
7,778$550.3K0.0%ETFLowFairfield, CT2026-11-05
Maryland State Retirement & Pension System
7,723$546.4K0.0%IndexVery LowBaltimore, MD2026-11-05
Oregon Public Employees Retirement Fund
7,686$543.8K0.0%IndexVery LowTigard, OR2026-10-30
Optimist Retirement Group LLC
7,230$511.5K0.2%ValueLowBellevue, WA2026-10-30
State of Alaska, Department of Revenue
7,129$5030.0%CoreVery LowJuneau, AK2026-10-15
SAX Wealth Advisors, LLC
6,925$489.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Ethic Inc.
6,584$465.8K0.0%CoreLowNew York, NY2026-11-03
Simplicity Wealth,LLC
6,572$465.0K0.0%ETFLowSummit, NJ2026-10-23
DekaBank Deutsche Girozentrale
6,560$464.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Symmetry Partners, LLC
6,155$435.5K0.0%ETFLowGlastonbury, CT2026-10-27
ProShare Advisors LLC
6,016$425.6K0.0%GrowthLowBethesda, MD2026-10-29
Wealth Enhancement Advisory Services, LLC
5,749$410.5K0.0%CoreLowPlymouth, MN2026-10-13
Lanark Financial, Inc.
5,394$381.6K0.0%CoreMediumBirmingham, AL2026-10-26
Axxcess Wealth Management, LLC
5,237$370.5K0.0%CoreLowCarlsbad, CA2026-10-21
Occidental Asset Management, LLC
4,583$324.2K0.0%GrowthLowBurlingame, CA2026-11-05
Contravisory Investment Management, Inc.
4,556$322.3K0.1%MomentumHighNorwell, MA2026-10-13
Able Wealth Management LLC
4,530$331.3K0.1%ETFMediumToms River, NJ2026-10-13
Parallel Advisors, LLC
4,466$316.0K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
4,265$301.7K0.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
4,228$299.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Vise Technologies, Inc.
3,931$278.1K0.0%IndexLowNew York, NY2026-10-29
Mutual of America Capital Management LLC
3,923$277.6K0.0%IndexLowNew York, NY2026-10-23
Abacus Planning Group, Inc.
3,844$272.0K0.0%ETFLowColumbia, SC2026-11-02
SteelPeak Wealth, LLC
3,771$266.8K0.0%GrowthHighWoodland Hills, CA2026-10-16
Keybank National Association
3,699$261.7K0.0%CoreLowBrooklyn, OH2026-11-04
Paragon Advisors, LLC
3,518$248.9K0.0%ETFHighCollege Station, TX2026-11-03
Xponance LLC
3,420$242.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Virginia Retirement Systems ET Al
3,400$240.6K0.0%CoreMediumRichmond, VA2026-10-28
Cyndeo Wealth Partners, LLC
3,293$233.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Commonwealth Financial Services, LLC
3,149$222.8K0.0%ETFMediumVienna, WV2026-10-20
Choreo, LLC
3,108$219.9K0.0%IndexLowRockford, IL2026-10-28
VestGen Advisors, LLC
2,960$209.4K0.0%GrowthMediumChicago, IL2026-10-27
Anchyra Partners LLC
2,856$202.1K0.0%CoreLowAtlanta, GA2026-10-13
Assetmark, Inc
2,693$190.5K0.0%ETFLowConcord, CA2026-10-21
PNC Financial Services Group, Inc.
2,489$176.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Fortitude Family Office, LLC
2,122$150.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Nykredit A/S
2,114$149.6K0.0%CoreN/ANordhavn, Greece2026-11-06
EverSource Wealth Advisors, LLC
1,996$141.2K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
1,757$124.3K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
1,316$93.1K0.0%IndexLowMinneapolis, MN2026-11-05
KBC Group NV
1,248$880.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,162$82.2K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
743$52.6K0.0%GARPLowMansfield, OH2026-10-27
Security National Bank
558$39.5K0.0%GrowthLowOmaha, NE2026-10-26
Parkside Financial Bank & Trust
413$29.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Oakworth Capital, Inc.
350$24.8K0.0%ETFLowBirmingham, AL2026-10-26
Salomon & Ludwin, LLC
337$23.8K0.0%ETFVery LowRichmond, VA2026-10-29
Blue Trust, Inc.
286$20.2K0.0%ETFLowBrentwood, TN2026-10-15
Versant Capital Management, Inc
264$18.7K0.0%GARPLowPhoenix, AZ2026-10-02
Hartford Financial Management Inc.
260$18.4K0.0%CoreLowWest Hartford, CT2026-10-21
Eurizon Capital SGR S.p.A.
253$18.0K0.0%CoreMediumMilan, Latvia2026-11-06
Center for Financial Planning, Inc.
246$17.4K0.0%ETFLowSouthfied, MI2026-10-26
CoreCap Advisors, LLC
206$14.6K0.0%ETFMediumSouthfield, MI2026-10-08
Larson Financial Group LLC
197$13.9K0.0%GrowthLowSt Louis, MO2026-11-05
Bare Financial Services, Inc
195$13.8K0.0%ETFVery LowGap, PA2026-11-04
City State Bank
160$11.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Root Financial Partners, LLC
157$11.1K0.0%ETFMediumEncinitas, CA2026-10-21
Armstrong Advisory Group, Inc
141$10.0K0.0%ETFHighNeedham, MA2026-10-09
TD Waterhouse Canada Inc.
140$9.9K0.0%CoreLowToronto, Australia2026-10-16
Covestor Ltd
138$90.0%ValueHighLondon, United Kingdom2026-10-30
Clark Wealth Partners
137$9.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Mitsubishi UFJ Asset Management Co., Ltd.
116$8.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
SJS Investment Consulting Inc.
99$7.0K0.0%ETFVery LowSylvania, OH2026-10-26
Signaturefd, LLC
74$5.2K0.0%IndexLowAtlanta, GA2026-10-23
SBI Securities Co., Ltd.
72$5.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Private Wealth Management Group, LLC
49$3.5K0.0%ETFLowPrinceton, NJ2026-10-19
Livelsberger Financial Advisory
43$3.0K0.0%YieldVery LowAshland, OH2026-10-28
MassMutual Private Wealth & Trust, FSB
42$3.0K0.0%CoreLowSpringfield, MA2026-10-05
Smallwood Wealth Investment Management, LLC
41$2.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Meriwether Wealth & Planning, LLC
39$2.8K0.0%ETFMediumMinden, LA2026-10-13
Ares Financial Consulting, LLC
36$2.5K0.0%CoreLowCalabasas, CA2026-10-19
WPG Advisers, LLC
36$2.5K0.0%CoreLowBaltimore, MD2026-10-27
Farmers & Merchants Investments Inc
33$2.3K0.0%CoreVery LowLincoln, NE2026-10-22
West Paces Advisors Inc.
33$2.3K0.0%ETFLowAtlanta, GA2026-10-13
JFS Wealth Advisors, LLC
27$1.9K0.0%ETFVery LowHermitage, PA2026-11-03
Eastern Bank
26$1.8K0.0%GrowthMediumBoston, MA2026-10-05
Markowski Investments
26$1.8K0.0%ETFN/ATampa, FL2026-10-30
IFP Advisors, Inc
24$1.7K0.0%GrowthLowTampa, FL2026-10-16
Golden State Wealth Management, LLC
23$1.6K0.0%ETFMediumSanta Ana, CA2026-11-02
First Horizon Corp
22$1.6K0.0%CoreLowMemphis, TN2026-10-26
Elyxium Wealth, LLC
20$1.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Atlantic Edge Private Wealth Management, LLC
18$1.3K0.0%CoreLowJacksonville, FL2026-10-20
Silver Grove Financial Group, Inc.
17$1.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Hughes Financial Services, LLC
17$1.3K0.0%ETFLowHerndon, VA2026-10-30
Ascentis Wealth Management, LLC
13$9190.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
13$9200.0%ETFLowSan Diego, CA2026-10-28
Torren Management, LLC
9$6370.0%ETFMediumSan Diego, CA2026-10-29
Bay Harbor Wealth Management, LLC
9$6370.0%ETFMediumHunt Valley, MD2026-11-03
TD Private Client Wealth LLC
8$5660.0%ETFLowNew York, NY2026-10-28
Valley National Advisers Inc
8$5660.0%ETFLowBethlehem, PA2026-10-23
Grove Bank & Trust
8$5660.0%ETFLowMiami, FL2026-10-08
Manchester Capital Management LLC
8$5660.0%CoreLowManchester, VT2026-10-22
Physician Wealth Advisors, Inc.
7$4960.0%ETFMediumMidvale, UT2026-10-20
Cedar Mountain Advisors, LLC
7$4950.0%ETFVery LowLake Oswego, OR2026-10-15
Gilpin Wealth Management, LLC
6$4250.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
6$4250.0%GrowthN/AKansas City, MO2026-10-19
Central Trust Co
5$3540.0%CoreLowJefferson City, MO2026-11-05
DiNuzzo Private Wealth, Inc.
5$3540.0%ETFLowBeaver, PA2026-10-16
Davis Capital Management
5$3540.0%CoreLowJacksonville, FL2026-10-08
Simplex Trading, LLC
4$2830.0%CoreVery HighChicago, IL2026-11-04
Private Trust Co NA
1$710.0%CoreLowCleveland, OH2026-10-20
DecisionPoint Financial, LLC
1$720.0%ETFVery LowMesa, AZ2026-10-27
Essential Partners LLC
1$710.0%ValueMediumRancho Santa Fe, CA2026-10-14