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Inventrust Properties Corp (IVT)

CUSIP: 46124J201 | NYSE | Real Estate · REIT - Retail | Mid Cap | 750 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC3,376,7804.3%−727,836Sep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC3,376,780
4.3% of class · Sep 30, 2026−727,836
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc7,264,122
0.1% of portfolio›$219.0M
Dimensional Fund Advisors LP1,138,837
0.0% of portfolio›$34.3M
Chilton Capital Management LLC274,294
0.3% of portfolio›$8.3M
Asset Management One Co., Ltd.160,998
0.0% of portfolio›$4.9M
Virginia Retirement Systems ET Al113,175
0.0% of portfolio›$3.4M
Exchange Traded Concepts, LLC76,526
0.0% of portfolio›$2.3M
Sumitomo Mitsui Trust Group, Inc.76,223
0.0% of portfolio›$2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS76,154
0.0% of portfolio›$2.3M
Commonwealth Equity Services, LLC73,769
0.0% of portfolio›$2.2M
Mitsubishi UFJ Asset Management Co., Ltd.71,006
0.0% of portfolio›$2.1M
Harbor Capital Advisors, Inc.65,045
0.0% of portfolio›$2.0K
Cambridge Investment Research Advisors, Inc.59,234
0.0% of portfolio›$1.8M
State of Alaska, Department of Revenue55,086
0.0% of portfolio›$1.7K
Creative Planning43,028
0.0% of portfolio›$1.3M
Citigroup Inc41,079
0.0% of portfolio›$1.2M
Moran Wealth Management, LLC37,169
0.0% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC33,563
0.0% of portfolio›$993.1K
Louisiana State Employees Retirement System33,200
0.0% of portfolio›$1.0M
Prime Capital Investment Advisors, LLC31,396
0.0% of portfolio›$946.6K
Sterling Capital Management LLC30,839
0.0% of portfolio›$929.8K
Daiwa Securities Group Inc.30,306
0.0% of portfolio›$913.7K
Kestra Advisory Services, LLC28,709
0.0% of portfolio›$872.8K
Koshinski Asset Management, Inc.25,104
0.0% of portfolio›$756.9K
Arizona State Retirement System21,948
0.0% of portfolio›$661.7K
Strs Ohio21,700
0.0% of portfolio›$654.3K
Sumitomo Mitsui DS Asset Management Company, Ltd21,680
0.0% of portfolio›$653.7K
Advisor OS, LLC20,688
0.0% of portfolio›$623.7K
Amalgamated Bank20,250
0.0% of portfolio›$611
Yousif Capital Management, LLC19,680
0.0% of portfolio›$593.4K
DekaBank Deutsche Girozentrale19,467
0.0% of portfolio›$594
Oregon Public Employees Retirement Fund17,500
0.0% of portfolio›$527.6K
IFM Investors Pty Ltd15,720
0.0% of portfolio›$474.0K
Wolverine Asset Management LLC14,865
0.0% of portfolio›$448.2K
Achmea Investment Management B.V.14,039
0.0% of portfolio›$423.6K
Choreo, LLC13,865
0.0% of portfolio›$418.0K
Pictet Asset Management Holding SA12,366
0.0% of portfolio›$372.8K
Prospera Financial Services Inc11,177
0.0% of portfolio›$346.3K
Concurrent Investment Advisors, LLC10,945
0.0% of portfolio›$330.0K
ProShare Advisors LLC10,862
0.0% of portfolio›$327.5K
Independent Financial Group, LLC10,748
0.0% of portfolio›$324.1K
Intrua Financial, LLC10,426
0.0% of portfolio›$314.3K
Perigon Wealth Management, LLC10,271
0.0% of portfolio›$309.7K
True North Advisors, LLC9,878
0.0% of portfolio›$299.3K
Contravisory Investment Management, Inc.9,660
0.1% of portfolio›$291.2K
UniSuper Management Pty Ltd9,300
0.0% of portfolio›$280.4K
Park Avenue Securities LLC9,227
0.0% of portfolio›$278.0K
Certified Advisory Corp9,004
0.0% of portfolio›$271.5K
Mutual of America Capital Management LLC8,898
0.0% of portfolio›$268.3K
SkyOak Wealth, LLC8,885
0.0% of portfolio›$267.9K
Xponance LLC8,360
0.0% of portfolio›$252.1K
Farther Finance Advisors, LLC8,178
0.0% of portfolio›$246.6K
Assetmark, Inc8,159
0.0% of portfolio›$246.0K
Truist Financial Corp7,772
0.0% of portfolio›$234.3K
Signature Estate & Investment Advisors LLC7,758
0.0% of portfolio›$233.9K
Longboard Asset Management, LP7,572
6.1% of portfolio›$228.3K
Brookstone Capital Management7,450
0.0% of portfolio›$224.6K
Diversified Enterprises, LLC6,690
0.0% of portfolio›$201.7K
International Assets Investment Management, LLC6,679
0.0% of portfolio›$202.8K
Investmark Advisory Group LLC6,647
0.1% of portfolio›$200.4K
Smallwood Wealth Investment Management, LLC5,201
0.1% of portfolio›$156.8K
IFP Advisors, Inc4,587
0.0% of portfolio›$138.3K
Independence Bank of Kentucky3,508
0.0% of portfolio›$105.8K
Kingdom Financial Group Llc.3,432
0.0% of portfolio›$103.5K
EverSource Wealth Advisors, LLC2,753
0.0% of portfolio›$83.0K
KBC Group NV2,598
0.0% of portfolio›$78
Private Trust Co NA2,242
0.0% of portfolio›$67.6K
Bulwark Capital Corp2,088
0.0% of portfolio›$63.0K
Versant Capital Management, Inc2,078
0.0% of portfolio›$62.7K
Trust Co of Toledo NA1,720
0.0% of portfolio›$51.9K
New York State Teachers Retirement System1,600
0.0% of portfolio›$48
Quaker Wealth Management, LLC1,447
0.0% of portfolio›$43.6K
Parallel Advisors, LLC1,334
0.0% of portfolio›$40.2K
Pinnacle Wealth Planning Services, Inc.1,303
0.0% of portfolio›$39.3K
Plante Moran Financial Advisors, LLC1,176
0.0% of portfolio›$35.5K
Buck Wealth Strategies, LLC1,059
0.0% of portfolio›$31.9K
GF Fund Management Co. Ltd.1,037
0.0% of portfolio›$31.3K
Cassaday & Co Wealth Management LLC946
0.0% of portfolio›$28.5K
CX Institutional881
0.0% of portfolio›$27
Bear Mountain Capital, Inc.857
0.0% of portfolio›$25.8K
Trust Co800
0.0% of portfolio›$24.1K
Cherry Tree Wealth Management, LLC754
0.0% of portfolio›$22.7K
Asset Dedication, LLC739
0.0% of portfolio›$22.3K
Gamma Investing LLC594
0.0% of portfolio›$17.9K
Cranbrook Wealth Management, LLC591
0.0% of portfolio›$17.8K
Signaturefd, LLC584
0.0% of portfolio›$17.6K
First Pacific Financial581
0.0% of portfolio›$17.5K
Princeton Global Asset Management LLC539
0.0% of portfolio›$16.3K
Evolution Wealth Management Inc.532
0.0% of portfolio›$16.0K
CoreCap Advisors, LLC518
0.0% of portfolio›$15.6K
Signature Resources Capital Management, LLC500
0.0% of portfolio›$15.1K
Creative Financial Designs Inc493
0.0% of portfolio›$14.9K
Tsfg, LLC464
0.0% of portfolio›$14
Nova Financial LLC385
0.0% of portfolio›$11.6K
WPG Advisers, LLC373
0.0% of portfolio›$11.2K
Bank & Trust Co360
0.0% of portfolio›$10.9K
Ascentis Independent Advisors333
0.0% of portfolio›$10.0K
Aspect Partners, LLC330
0.0% of portfolio›$10.0K
Nisa Investment Advisors, LLC328
0.0% of portfolio›$10.0K
Mather Group, Llc.306
0.0% of portfolio›$9.2K
Armstrong Advisory Group, Inc293
0.0% of portfolio›$8.8K
Planning Strategies Inc.250
0.0% of portfolio›$7.5K
RMG Wealth Management LLC241
0.0% of portfolio›$7.3K
MV Capital Management, Inc.233
0.0% of portfolio›$7.0K
Blue Trust, Inc.226
0.0% of portfolio›$6.8K
Lloyd Advisory Services, Llc.215
0.0% of portfolio›$6.5K
Meriwether Wealth & Planning, LLC212
0.0% of portfolio›$6.4K
Nvwm, LLC181
0.0% of portfolio›$5.5K
Bare Financial Services, Inc173
0.0% of portfolio›$5.2K
Glass Jacobson Investment Advisors llc161
0.0% of portfolio›$4.8K
Ascentis Wealth Management, LLC135
0.0% of portfolio›$4.1K
Blume Capital Management, Inc.130
0.0% of portfolio›$3.9K
Mirae Asset Global Investments Co., Ltd.123
0.0% of portfolio›$3.7K
Caldwell Trust Co106
0.0% of portfolio›$3.2K
Beacon Capital Management, Inc.100
0.0% of portfolio›$3.0K
Farmers & Merchants Investments Inc64
0.0% of portfolio›$1.9K
Root Financial Partners, LLC57
0.0% of portfolio›$1.7K
Bell Investment Advisors, Inc56
0.0% of portfolio›$1.7K
Simplex Trading, LLC43
0.0% of portfolio›$1.3K
Covestor Ltd36
0.0% of portfolio›$1
Valley National Advisers Inc26
0.0% of portfolio›$784
Essential Partners LLC26
0.0% of portfolio›$784
JFS Wealth Advisors, LLC16
0.0% of portfolio›$487
MassMutual Private Wealth & Trust, FSB14
0.0% of portfolio›$422
Compass Financial Management LLC14
0.0% of portfolio›$422
SJS Investment Consulting Inc.14
0.0% of portfolio›$423
DecisionPoint Financial, LLC14
0.0% of portfolio›$426
UMB Private Wealth Management, LLC13
0.0% of portfolio›$392
Financial Consulate, Inc9
0.0% of portfolio›$272
TD Private Client Wealth LLC5
0.0% of portfolio›$151
Hughes Financial Services, LLC3
0.0% of portfolio›$93
TFC Financial Management, Inc.2
0.0% of portfolio›$61
StyleTurnoverLocationFiled
Principal Financial Group Inc
7,264,122$219.0M0.1%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
1,138,837$34.3M0.0%IndexLowAustin, TX2026-11-04
Chilton Capital Management LLC
274,294$8.3M0.3%GrowthMediumHouston, TX2026-10-28
Asset Management One Co., Ltd.
160,998$4.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
Virginia Retirement Systems ET Al
113,175$3.4M0.0%CoreMediumRichmond, VA2026-10-28
Exchange Traded Concepts, LLC
76,526$2.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Sumitomo Mitsui Trust Group, Inc.
76,223$2.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
76,154$2.3M0.0%CoreLowHarrisburg, PA2026-11-03
Commonwealth Equity Services, LLC
73,769$2.2M0.0%ETFLowWaltham, MA2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
71,006$2.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Harbor Capital Advisors, Inc.
65,045$2.0K0.0%ValueHighChicago, IL2026-10-22
Cambridge Investment Research Advisors, Inc.
59,234$1.8M0.0%ETFLowFairfield, IA2026-11-02
State of Alaska, Department of Revenue
55,086$1.7K0.0%CoreVery LowJuneau, AK2026-10-15
Creative Planning
43,028$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
41,079$1.2M0.0%CoreMediumNew York, NY2026-11-04
Moran Wealth Management, LLC
37,169$1.1M0.0%CoreMediumNaples, FL2026-10-22
Wealth Enhancement Advisory Services, LLC
33,563$993.1K0.0%CoreLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
33,200$1.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Prime Capital Investment Advisors, LLC
31,396$946.6K0.0%ETFLowOverland Park, KS2026-10-20
Sterling Capital Management LLC
30,839$929.8K0.0%GARPMediumCharlotte, NC2026-10-22
Daiwa Securities Group Inc.
30,306$913.7K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Kestra Advisory Services, LLC
28,709$872.8K0.0%CoreLowAustin, TX2026-11-02
Koshinski Asset Management, Inc.
25,104$756.9K0.0%ETFLowDecatur, IL2026-10-29
Arizona State Retirement System
21,948$661.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
21,700$654.3K0.0%CoreMediumColumbus, OH2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
21,680$653.7K0.0%IndexVery LowTokyo, Mexico2026-10-20
Advisor OS, LLC
20,688$623.7K0.0%ETFMediumChicago, IL2026-11-03
Amalgamated Bank
20,250$6110.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
19,680$593.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
DekaBank Deutsche Girozentrale
19,467$5940.0%CoreLowFrankfurt, Hong Kong2026-10-27
Oregon Public Employees Retirement Fund
17,500$527.6K0.0%IndexVery LowTigard, OR2026-10-30
IFM Investors Pty Ltd
15,720$474.0K0.0%IndexVery LowMelbourne, China2026-10-14
Wolverine Asset Management LLC
14,865$448.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Achmea Investment Management B.V.
14,039$423.6K0.0%CoreMediumZeist, Philippines2026-10-30
Choreo, LLC
13,865$418.0K0.0%IndexLowRockford, IL2026-10-28
Pictet Asset Management Holding SA
12,366$372.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Prospera Financial Services Inc
11,177$346.3K0.0%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
10,945$330.0K0.0%GrowthMediumTampa, FL2026-10-16
ProShare Advisors LLC
10,862$327.5K0.0%GrowthLowBethesda, MD2026-10-29
Independent Financial Group, LLC
10,748$324.1K0.0%GrowthLowSan Diego, CA2026-10-13
Intrua Financial, LLC
10,426$314.3K0.0%ETFMediumHouston, TX2026-10-28
Perigon Wealth Management, LLC
10,271$309.7K0.0%GrowthLowSan Francisco, CA2026-10-22
True North Advisors, LLC
9,878$299.3K0.0%CoreMediumDallas, TX2026-10-22
Contravisory Investment Management, Inc.
9,660$291.2K0.1%MomentumHighNorwell, MA2026-10-13
UniSuper Management Pty Ltd
9,300$280.4K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Park Avenue Securities LLC
9,227$278.0K0.0%ETFMediumNew York, NY2026-10-26
Certified Advisory Corp
9,004$271.5K0.0%ETFLowAltamonte Springs, FL2026-10-29
Mutual of America Capital Management LLC
8,898$268.3K0.0%IndexLowNew York, NY2026-10-23
SkyOak Wealth, LLC
8,885$267.9K0.0%ETFLowSouthfield, MI2026-10-28
Xponance LLC
8,360$252.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Farther Finance Advisors, LLC
8,178$246.6K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
8,159$246.0K0.0%ETFLowConcord, CA2026-10-21
Truist Financial Corp
7,772$234.3K0.0%CoreLowCharlotte, NC2026-10-30
Signature Estate & Investment Advisors LLC
7,758$233.9K0.0%ETFMediumLos Angeles, CA2026-10-13
Longboard Asset Management, LP
7,572$228.3K6.1%YieldHighPhoenix, AZ2026-10-15
Brookstone Capital Management
7,450$224.6K0.0%ETFMediumWheaton, IL2026-10-22
Diversified Enterprises, LLC
6,690$201.7K0.0%ETFVery LowWilmington, DE2026-10-19
International Assets Investment Management, LLC
6,679$202.8K0.0%CoreVery HighOrlando, FL2026-11-02
Investmark Advisory Group LLC
6,647$200.4K0.1%ETFVery LowShelton, CT2026-10-27
Smallwood Wealth Investment Management, LLC
5,201$156.8K0.1%ETFVery LowRed Bank, NJ2026-10-30
IFP Advisors, Inc
4,587$138.3K0.0%GrowthLowTampa, FL2026-10-16
Independence Bank of Kentucky
3,508$105.8K0.0%GrowthLowOwensboro, KY2026-10-26
Kingdom Financial Group Llc.
3,432$103.5K0.0%ETFMediumPeoria, AZ2026-11-04
EverSource Wealth Advisors, LLC
2,753$83.0K0.0%CoreMediumBirmingham, AL2026-11-04
KBC Group NV
2,598$780.0%CoreMediumBrussels, Czech Republic2026-10-22
Private Trust Co NA
2,242$67.6K0.0%CoreLowCleveland, OH2026-10-20
Bulwark Capital Corp
2,088$63.0K0.0%ETFMediumFernandina Beach, FL2026-10-13
Versant Capital Management, Inc
2,078$62.7K0.0%GARPLowPhoenix, AZ2026-10-02
Trust Co of Toledo NA
1,720$51.9K0.0%GrowthVery LowHolland, OH2026-10-16
New York State Teachers Retirement System
1,600$480.0%CoreVery LowAlbany, NY2026-10-22
Quaker Wealth Management, LLC
1,447$43.6K0.0%ETFMediumMoorestown, NJ2026-10-22
Parallel Advisors, LLC
1,334$40.2K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
1,303$39.3K0.0%GARPLowMansfield, OH2026-10-27
Plante Moran Financial Advisors, LLC
1,176$35.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Buck Wealth Strategies, LLC
1,059$31.9K0.0%ValueMediumDenver, CO2026-10-28
GF Fund Management Co. Ltd.
1,037$31.3K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Cassaday & Co Wealth Management LLC
946$28.5K0.0%ETFVery LowMclean, VA2026-10-27
CX Institutional
881$270.0%CoreMediumAuburn, IN2026-10-02
Bear Mountain Capital, Inc.
857$25.8K0.0%ETFLowSeattle, WA2026-11-04
Trust Co
800$24.1K0.0%ETFVery LowManhattan, KS2026-10-09
Cherry Tree Wealth Management, LLC
754$22.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Asset Dedication, LLC
739$22.3K0.0%ETFLowSan Francisco, CA2026-11-03
Gamma Investing LLC
594$17.9K0.0%IndexVery LowFoster City, CA2026-10-08
Cranbrook Wealth Management, LLC
591$17.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Signaturefd, LLC
584$17.6K0.0%IndexLowAtlanta, GA2026-10-23
First Pacific Financial
581$17.5K0.0%ETFLowVancouver, WA2026-10-14
Princeton Global Asset Management LLC
539$16.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Evolution Wealth Management Inc.
532$16.0K0.0%ETFMediumFort Myers, FL2026-10-28
CoreCap Advisors, LLC
518$15.6K0.0%ETFMediumSouthfield, MI2026-10-08
Signature Resources Capital Management, LLC
500$15.1K0.0%ETFLowNewport Beach, CA2026-10-16
Creative Financial Designs Inc
493$14.9K0.0%ETFMediumKokomo, IN2026-11-04
Tsfg, LLC
464$140.0%ETFLowLake Forest, IL2026-10-23
Nova Financial LLC
385$11.6K0.0%N/AN/ATucson, AZ2026-11-04
WPG Advisers, LLC
373$11.2K0.0%CoreLowBaltimore, MD2026-10-27
Bank & Trust Co
360$10.9K0.0%ValueVery LowLitchfield, IL2026-10-07
Ascentis Independent Advisors
333$10.0K0.0%ETFLowDallas, TX2026-11-03
Aspect Partners, LLC
330$10.0K0.0%ETFMediumFairfax, VA2026-10-20
Nisa Investment Advisors, LLC
328$10.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Mather Group, Llc.
306$9.2K0.0%ETFMediumChicago, IL2026-10-14
Armstrong Advisory Group, Inc
293$8.8K0.0%ETFHighNeedham, MA2026-10-09
Planning Strategies Inc.
250$7.5K0.0%ETFN/ALancaster, PA2026-10-02
RMG Wealth Management LLC
241$7.3K0.0%ETFVery HighPlatteville, WI2026-10-26
MV Capital Management, Inc.
233$7.0K0.0%ETFLowBethesda, MD2026-10-29
Blue Trust, Inc.
226$6.8K0.0%ETFLowBrentwood, TN2026-10-15
Lloyd Advisory Services, Llc.
215$6.5K0.0%ETFVery HighSuwanee, GA2026-11-02
Meriwether Wealth & Planning, LLC
212$6.4K0.0%ETFMediumMinden, LA2026-10-13
Nvwm, LLC
181$5.5K0.0%GrowthMediumYardley, PA2026-10-14
Bare Financial Services, Inc
173$5.2K0.0%ETFVery LowGap, PA2026-11-04
Glass Jacobson Investment Advisors llc
161$4.8K0.0%ETFLowOwings Mills, MD2026-10-26
Ascentis Wealth Management, LLC
135$4.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Blume Capital Management, Inc.
130$3.9K0.0%CoreMediumBerkeley, CA2026-10-26
Mirae Asset Global Investments Co., Ltd.
123$3.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
Caldwell Trust Co
106$3.2K0.0%GrowthLowVenice, FL2026-10-30
Beacon Capital Management, Inc.
100$3.0K0.0%ETFMediumDayton, OH2026-10-13
Farmers & Merchants Investments Inc
64$1.9K0.0%CoreVery LowLincoln, NE2026-10-22
Root Financial Partners, LLC
57$1.7K0.0%ETFMediumEncinitas, CA2026-10-21
Bell Investment Advisors, Inc
56$1.7K0.0%ETFVery LowOrinda, CA2026-10-29
Simplex Trading, LLC
43$1.3K0.0%CoreVery HighChicago, IL2026-11-04
Covestor Ltd
36$10.0%ValueHighLondon, United Kingdom2026-10-30
Valley National Advisers Inc
26$7840.0%ETFLowBethlehem, PA2026-10-23
Essential Partners LLC
26$7840.0%ValueMediumRancho Santa Fe, CA2026-10-14
JFS Wealth Advisors, LLC
16$4870.0%ETFVery LowHermitage, PA2026-11-03
MassMutual Private Wealth & Trust, FSB
14$4220.0%CoreLowSpringfield, MA2026-10-05
Compass Financial Management LLC
14$4220.0%CoreN/ATampa, FL2026-10-30
SJS Investment Consulting Inc.
14$4230.0%ETFVery LowSylvania, OH2026-10-26
DecisionPoint Financial, LLC
14$4260.0%ETFVery LowMesa, AZ2026-10-27
UMB Private Wealth Management, LLC
13$3920.0%GrowthN/AKansas City, MO2026-10-19
Financial Consulate, Inc
9$2720.0%ETFLowHunt Valley, MD2026-10-23
TD Private Client Wealth LLC
5$1510.0%ETFLowNew York, NY2026-10-28
Hughes Financial Services, LLC
3$930.0%ETFLowHerndon, VA2026-10-30
TFC Financial Management, Inc.
2$610.0%ETFVery LowBoston, MA2026-10-26