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JBT Marel Corp (JBTM)

CUSIP: 477839104 | NYSE | Industrials · Specialty Industrial Machinery | Mid Cap | 1169 institutional holders

Quarters

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

Channing Capital Management, LLC753,197
2.1% of portfolio›$79.5M
Congress Asset Management Co598,050
0.4% of portfolio›$63.1M
Dimensional Fund Advisors LP579,943
0.0% of portfolio›$61.2M
Deroy & Devereaux Private Investment Counsel Inc413,255
0.0% of portfolio›$43.6K
Bank of New York Mellon Corp355,269
0.0% of portfolio›$37.5M
Principal Financial Group Inc247,990
0.0% of portfolio›$26.2M
TimesSquare Capital Management, LLC243,325
0.4% of portfolio›$25.7M
Exchange Traded Concepts, LLC236,185
0.1% of portfolio›$24.9M
Conestoga Capital Advisors, LLC140,250
0.4% of portfolio›$14.8M
Pictet Asset Management Holding SA133,234
0.0% of portfolio›$14.1M
Kornitzer Capital Management Inc75,275
0.2% of portfolio›$7.9M
Wedge Capital Management L L P56,902
0.1% of portfolio›$6.0M
New York State Teachers Retirement System45,806
0.0% of portfolio›$4.8K
Creative Planning44,656
0.0% of portfolio›$4.7M
Granite Investment Partners, LLC39,591
0.2% of portfolio›$4.2M
Confluence Investment Management LLC39,309
0.1% of portfolio›$4.2M
Thrivent Financial for Lutherans32,995
0.0% of portfolio›$3.5M
Willis Investment Counsel32,051
0.2% of portfolio›$3.4M
Illinois Municipal Retirement Fund27,426
0.0% of portfolio›$2.9M
Harbor Capital Advisors, Inc.25,482
0.0% of portfolio›$2.7K
Louisiana State Employees Retirement System22,100
0.0% of portfolio›$2.3M
Truist Financial Corp20,504
0.0% of portfolio›$2.2M
IFP Advisors, Inc20,051
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D17,373
0.0% of portfolio›$1.8M
Citigroup Inc15,209
0.0% of portfolio›$1.6M
Arizona State Retirement System14,669
0.0% of portfolio›$1.5M
Yousif Capital Management, LLC13,850
0.0% of portfolio›$1.5M
Amalgamated Bank13,483
0.0% of portfolio›$1.4K
Davenport & Co LLC12,660
0.0% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS12,223
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund11,590
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue11,018
0.0% of portfolio›$1.2K
Regents Gate Capital LLP10,335
1.4% of portfolio›$1.1M
Atria Investments, Inc9,833
0.0% of portfolio›$1.0M
Gradient Investments LLC9,543
0.0% of portfolio›$1.0M
Park Avenue Securities LLC9,361
0.0% of portfolio›$988
Mitsubishi UFJ Asset Management Co., Ltd.9,069
0.0% of portfolio›$957.6K
PineStone Asset Management Inc.8,829
0.0% of portfolio›$932.3K
Nisa Investment Advisors, LLC8,500
0.0% of portfolio›$897.5K
New York Life Investment Management LLC7,533
0.0% of portfolio›$795.4K
ProShare Advisors LLC7,270
0.0% of portfolio›$767.6K
Strs Ohio6,900
0.0% of portfolio›$728.6K
Lido Advisors, LLC6,879
0.0% of portfolio›$726.4K
Gibbs Wealth Management6,550
0.1% of portfolio›$691.6K
Inspire Investing, LLC5,944
0.0% of portfolio›$627.6K
Mutual of America Capital Management LLC5,920
0.0% of portfolio›$625.1K
Brown Wealth Management, LLC5,418
0.1% of portfolio›$572.1K
Xponance LLC5,068
0.0% of portfolio›$535.1K
RW Investment Management LLC4,720
0.0% of portfolio›$498.4K
Smith Chas P & Associates PA Cpas4,706
0.0% of portfolio›$490.6K
CenterBook Partners LP4,693
0.0% of portfolio›$495.5K
Keybank National Association4,504
0.0% of portfolio›$475.6K
Gamma Investing LLC4,290
0.0% of portfolio›$453.0K
Portside Wealth Group, LLC3,874
0.0% of portfolio›$409.1K
Swiss Life Asset Management Ltd3,680
0.0% of portfolio›$388.6K
Virginia Retirement Systems ET Al3,500
0.0% of portfolio›$369.6K
Candriam S.C.A.3,343
0.0% of portfolio›$354.3K
Kestra Advisory Services, LLC3,162
0.0% of portfolio›$333.9K
Baker Ellis Asset Management LLC3,090
0.0% of portfolio›$326.3K
Praxis Investment Management Inc3,075
0.0% of portfolio›$325.0K
SEB Asset Management AB3,055
0.0% of portfolio›$322.6K
Vontobel Holding Ltd.2,977
0.0% of portfolio›$314.3K
Wealth Enhancement Advisory Services, LLC2,783
0.0% of portfolio›$293.3K
Imc-Chicago, LLC2,640
0.0% of portfolio›$278.8K
Allspring Global Investments Holdings, LLC2,593
0.0% of portfolio›$277.1K
Profund Advisors LLC2,419
0.0% of portfolio›$255.4K
Redmond Asset Management, LLC2,357
0.1% of portfolio›$248.9K
Crossmark Global Holdings, Inc.2,276
0.0% of portfolio›$240.3K
Harbour Capital Advisors, LLC2,150
0.0% of portfolio›$227.0K
Integrity Alliance, Llc.2,029
0.0% of portfolio›$214.2K
State of Wyoming1,968
0.0% of portfolio›$207.8K
Archer Investment Corp1,720
0.0% of portfolio›$181.6K
KBC Group NV1,625
0.0% of portfolio›$172
Pinnacle Wealth Planning Services, Inc.1,049
0.0% of portfolio›$110.8K
Wolverine Asset Management LLC1,042
0.0% of portfolio›$110.0K
Sterling Capital Management LLC1,039
0.0% of portfolio›$109.7K
Hilltop National Bank913
0.0% of portfolio›$96.4K
Simplex Trading, LLC702
0.0% of portfolio›$74.1K
TD Private Client Wealth LLC424
0.0% of portfolio›$44.8K
Wilmington Savings Fund Society, FSB400
0.0% of portfolio›$42.2K
Parkside Financial Bank & Trust375
0.0% of portfolio›$39.6K
Owl Creek Wealth Partners LLC353
0.0% of portfolio›$37.3K
Salomon & Ludwin, LLC325
0.0% of portfolio›$34.3K
Heritage Family Offices, LLP262
0.0% of portfolio›$27.7K
Versant Capital Management, Inc242
0.0% of portfolio›$25.6K
Costello Asset Management, Inc200
0.0% of portfolio›$21.1K
Blue Trust, Inc.190
0.0% of portfolio›$20.1K
Bare Financial Services, Inc178
0.0% of portfolio›$18.8K
Rossby Financial, LCC171
0.0% of portfolio›$18.1K
Physician Wealth Advisors, Inc.154
0.0% of portfolio›$16.3K
First Horizon Corp130
0.0% of portfolio›$13.7K
EverSource Wealth Advisors, LLC124
0.0% of portfolio›$13.1K
Aspect Partners, LLC113
0.0% of portfolio›$11.9K
Mather Group, Llc.99
0.0% of portfolio›$10.5K
Bayforest Capital Ltd91
0.0% of portfolio›$9.6K
Farther Finance Advisors, LLC91
0.0% of portfolio›$9.6K
Private Wealth Management Group, LLC84
0.0% of portfolio›$8.9K
Golden State Wealth Management, LLC80
0.0% of portfolio›$8.5K
Larson Financial Group LLC78
0.0% of portfolio›$8.2K
KFG LLC77
0.0% of portfolio›$8.1K
Covestor Ltd64
0.0% of portfolio›$7
Root Financial Partners, LLC64
0.0% of portfolio›$6.8K
CX Institutional61
0.0% of portfolio›$6
J.Safra Asset Management Corp57
0.0% of portfolio›$6.0K
GK Wealth Management LLC52
0.0% of portfolio›$5.5K
Cedar Mountain Advisors, LLC49
0.0% of portfolio›$5.2K
Farmers & Merchants Investments Inc49
0.0% of portfolio›$5.2K
Entrust Financial LLC46
0.0% of portfolio›$4.9K
MassMutual Private Wealth & Trust, FSB45
0.0% of portfolio›$4.8K
Leonteq Securities AG44
0.0% of portfolio›$4.6K
Signaturefd, LLC42
0.0% of portfolio›$4.4K
Essential Partners LLC40
0.0% of portfolio›$4.2K
Fortitude Family Office, LLC37
0.0% of portfolio›$3.9K
High Note Wealth, LLC36
0.0% of portfolio›$3.8K
Parallel Advisors, LLC34
0.0% of portfolio›$3.6K
Sunrise Financial Services, LLC25
0.0% of portfolio›$2.6K
True Wealth Design, LLC24
0.0% of portfolio›$2.5K
Assetmark, Inc23
0.0% of portfolio›$2.4K
Horizon Financial Services, LLC22
0.0% of portfolio›$2.3K
JFS Wealth Advisors, LLC20
0.0% of portfolio›$2.1K
Vermillion Wealth Management, Inc.20
0.0% of portfolio›$2.1K
West Paces Advisors Inc.15
0.0% of portfolio›$1.6K
Financial Network Wealth Advisors LLC15
0.0% of portfolio›$1.6K
Retirement Wealth Solutions LLC11
0.0% of portfolio›$1.2K
Strengthening Families & Communities, LLC11
0.0% of portfolio›$1.2K
Creative Capital Management Investments LLC9
0.0% of portfolio›$950
Fairway Wealth LLC8
0.0% of portfolio›$845
Ascentis Wealth Management, LLC8
0.0% of portfolio›$844
Valley National Advisers Inc7
0.0% of portfolio›$740
SJS Investment Consulting Inc.7
0.0% of portfolio›$740
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$0
DiNuzzo Private Wealth, Inc.4
0.0% of portfolio›$423
Gilpin Wealth Management, LLC4
0.0% of portfolio›$423
Pacific Center for Financial Services4
0.0% of portfolio›$423
Birchwood Financial Partners, Inc.3
0.0% of portfolio›$317
Davis Capital Management2
0.0% of portfolio›$211
DecisionPoint Financial, LLC2
0.0% of portfolio›$214
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$211
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$106
WPG Advisers, LLC1
0.0% of portfolio›$106
Abound Wealth Management1
0.0% of portfolio›$106
Maseco LLP1
0.0% of portfolio›$106
StyleTurnoverLocationFiled
Channing Capital Management, LLC
753,197$79.5M2.1%ValueHighChicago, IL2026-11-02
Congress Asset Management Co
598,050$63.1M0.4%GrowthMediumBoston, MA2026-10-06
Dimensional Fund Advisors LP
579,943$61.2M0.0%IndexLowAustin, TX2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
413,255$43.6K0.0%ValueMediumBloomfield Hills, MI2026-10-26
Bank of New York Mellon Corp
355,269$37.5M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
247,990$26.2M0.0%CoreLowDes Moines, IA2026-11-02
TimesSquare Capital Management, LLC
243,325$25.7M0.4%GrowthMediumNew York, NY2026-11-03
Exchange Traded Concepts, LLC
236,185$24.9M0.1%GrowthMediumOklahoma City, OK2026-10-28
Conestoga Capital Advisors, LLC
140,250$14.8M0.4%CoreLowWayne, PA2026-11-02
Pictet Asset Management Holding SA
133,234$14.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Kornitzer Capital Management Inc
75,275$7.9M0.2%CoreLowShawnee Mission, KS2026-11-03
Wedge Capital Management L L P
56,902$6.0M0.1%ValueMediumCharlotte, NC2026-10-13
New York State Teachers Retirement System
45,806$4.8K0.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
44,656$4.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Granite Investment Partners, LLC
39,591$4.2M0.2%CoreMediumEl Segundo, CA2026-11-04
Confluence Investment Management LLC
39,309$4.2M0.1%ValueMediumSt. Louis, MO2026-10-01
Thrivent Financial for Lutherans
32,995$3.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Willis Investment Counsel
32,051$3.4M0.2%CoreLowGainesville, GA2026-10-20
Illinois Municipal Retirement Fund
27,426$2.9M0.0%CoreMediumOak Brook, IL2026-11-05
Harbor Capital Advisors, Inc.
25,482$2.7K0.0%ValueHighChicago, IL2026-10-22
Louisiana State Employees Retirement System
22,100$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Truist Financial Corp
20,504$2.2M0.0%CoreLowCharlotte, NC2026-10-30
IFP Advisors, Inc
20,051$2.1M0.0%GrowthLowTampa, FL2026-10-16
State of New Jersey Common Pension Fund D
17,373$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Citigroup Inc
15,209$1.6M0.0%CoreMediumNew York, NY2026-11-04
Arizona State Retirement System
14,669$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
13,850$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
13,483$1.4K0.0%CoreVery LowNew York, NY2026-10-23
Davenport & Co LLC
12,660$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
12,223$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
11,590$1.2M0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
11,018$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
Regents Gate Capital LLP
10,335$1.1M1.4%ValueVery HighLondon, United Kingdom2026-11-03
Atria Investments, Inc
9,833$1.0M0.0%CoreMediumCharlotte, NC2026-10-15
Gradient Investments LLC
9,543$1.0M0.0%CoreMediumArden Hills, MN2026-10-08
Park Avenue Securities LLC
9,361$9880.0%ETFMediumNew York, NY2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
9,069$957.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
PineStone Asset Management Inc.
8,829$932.3K0.0%CoreLowMontreal, Austria2026-10-16
Nisa Investment Advisors, LLC
8,500$897.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
New York Life Investment Management LLC
7,533$795.4K0.0%GrowthLowNew York, NY2026-11-04
ProShare Advisors LLC
7,270$767.6K0.0%GrowthLowBethesda, MD2026-10-29
Strs Ohio
6,900$728.6K0.0%CoreMediumColumbus, OH2026-10-30
Lido Advisors, LLC
6,879$726.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Gibbs Wealth Management
6,550$691.6K0.1%CoreLowAlpharetta, GA2026-10-22
Inspire Investing, LLC
5,944$627.6K0.0%GARPHighMeridian, ID2026-10-22
Mutual of America Capital Management LLC
5,920$625.1K0.0%IndexLowNew York, NY2026-10-23
Brown Wealth Management, LLC
5,418$572.1K0.1%ETFMediumNaperville, IL2026-10-20
Xponance LLC
5,068$535.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
RW Investment Management LLC
4,720$498.4K0.0%ETFLowEagle, ID2026-11-03
Smith Chas P & Associates PA Cpas
4,706$490.6K0.0%CoreVery LowLakeland, FL2026-10-22
CenterBook Partners LP
4,693$495.5K0.0%ValueVery HighGreenwich, CT2026-11-02
Keybank National Association
4,504$475.6K0.0%CoreLowBrooklyn, OH2026-11-04
Gamma Investing LLC
4,290$453.0K0.0%IndexVery LowFoster City, CA2026-10-08
Portside Wealth Group, LLC
3,874$409.1K0.0%CoreMediumProvo, UT2026-10-20
Swiss Life Asset Management Ltd
3,680$388.6K0.0%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
3,500$369.6K0.0%CoreMediumRichmond, VA2026-10-28
Candriam S.C.A.
3,343$354.3K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Kestra Advisory Services, LLC
3,162$333.9K0.0%CoreLowAustin, TX2026-11-02
Baker Ellis Asset Management LLC
3,090$326.3K0.0%GARPVery LowVancouver, WA2026-10-14
Praxis Investment Management Inc
3,075$325.0K0.0%CoreLowGoshen, IN2026-11-03
SEB Asset Management AB
3,055$322.6K0.0%CoreN/AStockholm, Sweden2026-11-04
Vontobel Holding Ltd.
2,977$314.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Wealth Enhancement Advisory Services, LLC
2,783$293.3K0.0%CoreLowPlymouth, MN2026-10-13
Imc-Chicago, LLC
2,640$278.8K0.0%GARPVery HighChicago, IL2026-11-05
Allspring Global Investments Holdings, LLC
2,593$277.1K0.0%CoreMediumCharlotte, NC2026-11-04
Profund Advisors LLC
2,419$255.4K0.0%GrowthLowBethesda, MD2026-10-29
Redmond Asset Management, LLC
2,357$248.9K0.1%CoreLowHenrico, VA2026-10-27
Crossmark Global Holdings, Inc.
2,276$240.3K0.0%GARPMediumHouston, TX2026-10-21
Harbour Capital Advisors, LLC
2,150$227.0K0.0%GrowthLowTysons Corner, VA2026-10-13
Integrity Alliance, Llc.
2,029$214.2K0.0%ETFMediumUrbandale, IA2026-10-29
State of Wyoming
1,968$207.8K0.0%ValueHighCheyenne, WY2026-10-28
Archer Investment Corp
1,720$181.6K0.0%CoreMediumCarmel, IN2026-11-05
KBC Group NV
1,625$1720.0%CoreMediumBrussels, Czech Republic2026-10-22
Pinnacle Wealth Planning Services, Inc.
1,049$110.8K0.0%GARPLowMansfield, OH2026-10-27
Wolverine Asset Management LLC
1,042$110.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
Sterling Capital Management LLC
1,039$109.7K0.0%GARPMediumCharlotte, NC2026-10-22
Hilltop National Bank
913$96.4K0.0%CoreLowCasper, WY2026-10-14
Simplex Trading, LLC
702$74.1K0.0%CoreVery HighChicago, IL2026-11-04
TD Private Client Wealth LLC
424$44.8K0.0%ETFLowNew York, NY2026-10-28
Wilmington Savings Fund Society, FSB
400$42.2K0.0%CoreLowWilmington, DE2026-10-23
Parkside Financial Bank & Trust
375$39.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Owl Creek Wealth Partners LLC
353$37.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Salomon & Ludwin, LLC
325$34.3K0.0%ETFVery LowRichmond, VA2026-10-29
Heritage Family Offices, LLP
262$27.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Versant Capital Management, Inc
242$25.6K0.0%GARPLowPhoenix, AZ2026-10-02
Costello Asset Management, Inc
200$21.1K0.0%CoreLowFeasterville, PA2026-10-30
Blue Trust, Inc.
190$20.1K0.0%ETFLowBrentwood, TN2026-10-15
Bare Financial Services, Inc
178$18.8K0.0%ETFVery LowGap, PA2026-11-04
Rossby Financial, LCC
171$18.1K0.0%ETFMediumMelbourne, FL2026-11-05
Physician Wealth Advisors, Inc.
154$16.3K0.0%ETFMediumMidvale, UT2026-10-20
First Horizon Corp
130$13.7K0.0%CoreLowMemphis, TN2026-10-26
EverSource Wealth Advisors, LLC
124$13.1K0.0%CoreMediumBirmingham, AL2026-11-04
Aspect Partners, LLC
113$11.9K0.0%ETFMediumFairfax, VA2026-10-20
Mather Group, Llc.
99$10.5K0.0%ETFMediumChicago, IL2026-10-14
Bayforest Capital Ltd
91$9.6K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Farther Finance Advisors, LLC
91$9.6K0.0%IndexLowSan Francisco, CA2026-10-08
Private Wealth Management Group, LLC
84$8.9K0.0%ETFLowPrinceton, NJ2026-10-19
Golden State Wealth Management, LLC
80$8.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Larson Financial Group LLC
78$8.2K0.0%GrowthLowSt Louis, MO2026-11-05
KFG LLC
77$8.1K0.0%ETFN/ARapid City, SD2026-11-02
Covestor Ltd
64$70.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
64$6.8K0.0%ETFMediumEncinitas, CA2026-10-21
CX Institutional
61$60.0%CoreMediumAuburn, IN2026-10-02
J.Safra Asset Management Corp
57$6.0K0.0%ETFLowNew York, NY2026-11-03
GK Wealth Management LLC
52$5.5K0.0%GARPVery HighReno, NV2026-10-09
Cedar Mountain Advisors, LLC
49$5.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Farmers & Merchants Investments Inc
49$5.2K0.0%CoreVery LowLincoln, NE2026-10-22
Entrust Financial LLC
46$4.9K0.0%ETFLowWayne, PA2026-11-04
MassMutual Private Wealth & Trust, FSB
45$4.8K0.0%CoreLowSpringfield, MA2026-10-05
Leonteq Securities AG
44$4.6K0.0%CoreHighZurich, Switzerland2026-10-29
Signaturefd, LLC
42$4.4K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
40$4.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
37$3.9K0.0%ETFMediumScottsdale, AZ2026-10-14
High Note Wealth, LLC
36$3.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Parallel Advisors, LLC
34$3.6K0.0%IndexLowSan Francisco, CA2026-11-03
Sunrise Financial Services, LLC
25$2.6K0.0%ETFMediumBurien, WA2026-10-21
True Wealth Design, LLC
24$2.5K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
23$2.4K0.0%ETFLowConcord, CA2026-10-21
Horizon Financial Services, LLC
22$2.3K0.0%ETFLowWinston Salem, NC2026-11-04
JFS Wealth Advisors, LLC
20$2.1K0.0%ETFVery LowHermitage, PA2026-11-03
Vermillion Wealth Management, Inc.
20$2.1K0.0%ValueLowRosemount, MN2026-10-26
West Paces Advisors Inc.
15$1.6K0.0%ETFLowAtlanta, GA2026-10-13
Financial Network Wealth Advisors LLC
15$1.6K0.0%ETFLowMurray, UT2026-10-28
Retirement Wealth Solutions LLC
11$1.2K0.0%ETFLowMarshfield, WI2026-10-07
Strengthening Families & Communities, LLC
11$1.2K0.0%CoreMediumBoston, MA2026-10-21
Creative Capital Management Investments LLC
9$9500.0%ETFLowSan Diego, CA2026-10-28
Fairway Wealth LLC
8$8450.0%ETFLowIndependence, OH2026-10-30
Ascentis Wealth Management, LLC
8$8440.0%Agg GrowthLowDallas, TX2026-11-03
Valley National Advisers Inc
7$7400.0%ETFLowBethlehem, PA2026-10-23
SJS Investment Consulting Inc.
7$7400.0%ETFVery LowSylvania, OH2026-10-26
Capital Advisors, Ltd. LLC
4$00.0%ETFLowShaker Heights, OH2026-10-27
DiNuzzo Private Wealth, Inc.
4$4230.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
4$4230.0%GrowthLowDenver, CO2026-10-09
Pacific Center for Financial Services
4$4230.0%ETFMediumDanville, CA2026-10-15
Birchwood Financial Partners, Inc.
3$3170.0%ETFVery LowBloomington, MN2026-11-02
Davis Capital Management
2$2110.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
2$2140.0%ETFVery LowMesa, AZ2026-10-27
Provenance Wealth Advisors, LLC
2$2110.0%ETFLowFort Lauderdale, FL2026-10-30
Bay Harbor Wealth Management, LLC
1$1060.0%ETFMediumHunt Valley, MD2026-11-03
WPG Advisers, LLC
1$1060.0%CoreLowBaltimore, MD2026-10-27
Abound Wealth Management
1$1060.0%ETFVery LowFranklin, TN2026-10-26
Maseco LLP
1$1060.0%ETFVery LowLondon, United Kingdom2026-10-27