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Lithia Motors Inc (LAD)

CUSIP: 536797103 | NYSE | Consumer Cyclical · Auto & Truck Dealerships | Mid Cap | 1548 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,420,084
0.1% of portfolio›$414.4M
Chicago Capital, LLC194,509
1.3% of portfolio›$56.8M
Cooke & Bieler LP182,353
0.8% of portfolio›$53.2M
Hennessy Advisors Inc103,500
1.1% of portfolio›$30.2M
ProShare Advisors LLC80,440
0.0% of portfolio›$23.5M
Principal Financial Group Inc50,484
0.0% of portfolio›$14.7M
Citigroup Inc49,997
0.0% of portfolio›$14.6M
Iridian Asset Management LLC46,797
5.0% of portfolio›$13.7M
Channing Capital Management, LLC28,750
0.2% of portfolio›$8.4M
Bridge City Capital, LLC27,424
1.7% of portfolio›$8.0M
New York State Teachers Retirement System23,006
0.0% of portfolio›$6.7K
Retirement Systems of Alabama22,674
0.0% of portfolio›$6.6M
Harfst & Associates, Inc.21,301
0.9% of portfolio›$6.2M
Creative Planning14,708
0.0% of portfolio›$4.3M
Sendero Wealth Management, LLC12,632
0.4% of portfolio›$3.7M
Amalgamated Bank9,804
0.0% of portfolio›$2.9K
Red Spruce Capital, LLC9,342
1.0% of portfolio›$2.7M
Campbell Newman Asset Management Inc9,211
0.2% of portfolio›$2.7M
180 Wealth Advisors, LLC9,043
0.3% of portfolio›$2.6M
Prospera Financial Services Inc8,755
0.0% of portfolio›$2.6M
Mutual of America Capital Management LLC8,009
0.0% of portfolio›$2.3M
Truist Financial Corp7,823
0.0% of portfolio›$2.3M
Rare Wolf Capital LLC7,776
1.3% of portfolio›$2.3M
Oak Thistle LLC6,907
0.2% of portfolio›$2.0M
Yousif Capital Management, LLC6,713
0.0% of portfolio›$2.0M
Louisiana State Employees Retirement System6,500
0.0% of portfolio›$1.9M
Arizona State Retirement System6,424
0.0% of portfolio›$1.9M
Harbor Capital Advisors, Inc.5,901
0.0% of portfolio›$1.7K
SeaCrest Wealth Management, LLC5,773
0.2% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC5,721
0.0% of portfolio›$1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,247
0.0% of portfolio›$1.5M
Fulcrum Asset Management LLP5,197
0.1% of portfolio›$1.5M
State of Michigan Retirement System5,187
0.0% of portfolio›$1.5M
Oregon Public Employees Retirement Fund4,555
0.0% of portfolio›$1.3M
Daiwa Securities Group Inc.3,525
0.0% of portfolio›$1.0M
Pictet Asset Management Holding SA3,496
0.0% of portfolio›$1.0M
Assetmark, Inc3,380
0.0% of portfolio›$986.4K
Ashton Thomas Private Wealth, LLC3,373
0.0% of portfolio›$984.3K
New York Life Investment Management LLC3,199
0.0% of portfolio›$933.6K
Fulton Bank, N.A.3,009
0.0% of portfolio›$878.1K
Vise Technologies, Inc.2,920
0.0% of portfolio›$852.2K
Xponance LLC2,818
0.0% of portfolio›$822.4K
Simplex Trading, LLC2,577
0.0% of portfolio›$752.0K
Hennion & Walsh Asset Management, Inc.2,485
0.0% of portfolio›$725.2K
IFP Advisors, Inc2,225
0.0% of portfolio›$649.3K
Oppenheimer Asset Management Inc.2,198
0.0% of portfolio›$641.4K
Crossmark Global Holdings, Inc.2,162
0.0% of portfolio›$630.9K
Yorktown Management & Research Co Inc2,100
0.4% of portfolio›$612.8K
State of Alaska, Department of Revenue2,083
0.0% of portfolio›$607
Inspire Investing, LLC1,859
0.0% of portfolio›$542.6K
Gateway Investment Advisers LLC1,695
0.0% of portfolio›$494.7K
HB Wealth Management, LLC1,635
0.0% of portfolio›$477.1K
Virginia Retirement Systems ET Al1,560
0.0% of portfolio›$455.3K
Swiss Life Asset Management Ltd1,522
0.0% of portfolio›$444.2K
Evergreen Capital Management LLC1,345
0.0% of portfolio›$392.5K
Elevation Point Wealth Partners, LLC1,310
0.0% of portfolio›$382.4K
Cambridge Investment Research Advisors, Inc.1,255
0.0% of portfolio›$366
Ethic Inc.1,218
0.0% of portfolio›$355.6K
Citizens Financial Group Inc1,197
0.0% of portfolio›$349.3K
Crumly & Associates Inc.1,119
0.1% of portfolio›$326.6K
Fifth Third Wealth Advisors LLC1,083
0.0% of portfolio›$316.1K
Clear Creek Financial Management, LLC988
0.0% of portfolio›$288.3K
Novem Group953
0.0% of portfolio›$278.1K
Adkins Seale Capital Management LLC929
0.2% of portfolio›$271.1K
Cookson Peirce & Co Inc918
0.0% of portfolio›$267.9K
Waldron Private Wealth LLC909
0.0% of portfolio›$265.3K
Chicago Partners Investment Group LLC888
0.0% of portfolio›$262.5K
Lido Advisors, LLC886
0.0% of portfolio›$258.8K
Brighton Jones LLC858
0.0% of portfolio›$250.4K
111 Capital843
0.0% of portfolio›$246.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management822
0.0% of portfolio›$239.9K
NorthCrest Asset Manangement, LLC796
0.0% of portfolio›$229.9K
JB Capital LLC785
0.0% of portfolio›$229.1K
Abel Hall, LLC777
0.0% of portfolio›$226.8K
Cidel Asset Management Inc760
0.0% of portfolio›$221.8K
Strs Ohio757
0.0% of portfolio›$220.9K
Mraz, Amerine & Associates, Inc.752
0.0% of portfolio›$219.4K
Delta Capital Management LLC730
0.0% of portfolio›$213
KBC Group NV716
0.0% of portfolio›$209
Innealta Capital, LLC703
0.1% of portfolio›$205.2K
Sterling Capital Management LLC624
0.0% of portfolio›$182.1K
EverSource Wealth Advisors, LLC592
0.0% of portfolio›$172.9K
Gamma Investing LLC424
0.0% of portfolio›$123.7K
Parallel Advisors, LLC313
0.0% of portfolio›$91.2K
Signaturefd, LLC278
0.0% of portfolio›$81.2K
Lanark Financial, Inc.271
0.0% of portfolio›$79.1K
Pinnacle Wealth Planning Services, Inc.271
0.0% of portfolio›$79.1K
Root Financial Partners, LLC260
0.0% of portfolio›$75.9K
Mather Group, Llc.255
0.0% of portfolio›$74.4K
Wilmington Savings Fund Society, FSB247
0.0% of portfolio›$72.1K
Heritage Family Offices, LLP233
0.0% of portfolio›$68.0K
Deseret Mutual Benefit Administrators210
0.0% of portfolio›$61.3K
Versant Capital Management, Inc186
0.0% of portfolio›$54.3K
Farther Finance Advisors, LLC182
0.0% of portfolio›$53.1K
Contravisory Investment Management, Inc.182
0.0% of portfolio›$53.1K
Exchange Traded Concepts, LLC178
0.0% of portfolio›$51.9K
Parkside Financial Bank & Trust164
0.0% of portfolio›$47.9K
Nisa Investment Advisors, LLC160
0.0% of portfolio›$46.7K
Kelleher Financial Advisors155
0.0% of portfolio›$45.2K
Blue Trust, Inc.130
0.0% of portfolio›$37.9K
JFS Wealth Advisors, LLC129
0.0% of portfolio›$37.6K
Essential Partners LLC125
0.0% of portfolio›$36.5K
Mitsubishi UFJ Asset Management Co., Ltd.103
0.0% of portfolio›$30.1K
Elyxium Wealth, LLC85
0.0% of portfolio›$24.8K
DekaBank Deutsche Girozentrale83
0.0% of portfolio›$24
Global X Japan Co., Ltd.66
0.0% of portfolio›$19.3K
True Wealth Design, LLC54
0.0% of portfolio›$15.8K
Security National Bank50
0.0% of portfolio›$14.6K
SJS Investment Consulting Inc.48
0.0% of portfolio›$14.0K
SBI Securities Co., Ltd.48
0.0% of portfolio›$14.0K
Plante Moran Financial Advisors, LLC47
0.0% of portfolio›$13.7K
Elevation Wealth Partners, LLC41
0.0% of portfolio›$12.0K
Provenance Wealth Advisors, LLC33
0.0% of portfolio›$9.6K
Fortitude Family Office, LLC32
0.0% of portfolio›$9.3K
Owl Creek Wealth Partners LLC30
0.0% of portfolio›$8.8K
Community Financial Services Group, LLC28
0.0% of portfolio›$8.6K
Bayforest Capital Ltd27
0.0% of portfolio›$7.9K
MassMutual Private Wealth & Trust, FSB26
0.0% of portfolio›$7.6K
Reyes Financial Architecture, Inc.23
0.0% of portfolio›$6.7K
Bell Investment Advisors, Inc23
0.0% of portfolio›$6.7K
Torren Management, LLC22
0.0% of portfolio›$6.5K
Retirement Wealth Solutions LLC21
0.0% of portfolio›$6.1K
Curat Global, LLC20
0.0% of portfolio›$5.8K
Farmers & Merchants Investments Inc20
0.0% of portfolio›$5.8K
Covestor Ltd17
0.0% of portfolio›$5
Proathlete Wealth Management LLC17
0.0% of portfolio›$5.0K
GK Wealth Management LLC16
0.0% of portfolio›$4.7K
High Note Wealth, LLC15
0.0% of portfolio›$4.4K
Creative Capital Management Investments LLC14
0.0% of portfolio›$4.1K
Pinnacle Bancorp, Inc.13
0.0% of portfolio›$3.8K
Hughes Financial Services, LLC12
0.0% of portfolio›$3.6K
WPG Advisers, LLC11
0.0% of portfolio›$3.2K
Capital Advisors, Ltd. LLC11
0.0% of portfolio›$3
Adirondack Trust Co11
0.0% of portfolio›$3.2K
Union Savings Bank9
0.0% of portfolio›$2.6K
Manchester Capital Management LLC9
0.0% of portfolio›$2.6K
Planning Strategies Inc.9
0.0% of portfolio›$2.6K
Ascentis Independent Advisors8
0.0% of portfolio›$2.3K
Cromwell Holdings LLC8
0.0% of portfolio›$2.3K
James T. Borello RIA7
0.0% of portfolio›$2.0K
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$2.0K
Westside Investment Management, Inc.6
0.0% of portfolio›$1.8K
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$1.8K
Leonteq Securities AG5
0.0% of portfolio›$1.5K
North Star Investment Management Corp.5
0.0% of portfolio›$1.5K
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$1.2K
Gilpin Wealth Management, LLC4
0.0% of portfolio›$1.2K
CoreCap Advisors, LLC3
0.0% of portfolio›$875
Center for Financial Planning, Inc.3
0.0% of portfolio›$875
DecisionPoint Financial, LLC2
0.0% of portfolio›$613
Private Wealth Management Group, LLC2
0.0% of portfolio›$584
Clark Wealth Partners2
0.0% of portfolio›$584
Brown, Lisle Ings, Inc.2
0.0% of portfolio›$584
Toth Financial Advisory Corp2
0.0% of portfolio›$584
Burk Holdings LLC2
0.0% of portfolio›$584
Quaker Wealth Management, LLC2
0.0% of portfolio›$584
Bare Financial Services, Inc2
0.0% of portfolio›$584
Creative Financial Designs Inc2
0.0% of portfolio›$584
Lodestone Wealth Management LLC2
0.0% of portfolio›$584
American Capital Advisory, LLC1
0.0% of portfolio›$292
Buck Wealth Strategies, LLC1
0.0% of portfolio›$292
Rakuten Securities, Inc.1
0.0% of portfolio›$292
Maseco LLP1
0.0% of portfolio›$292
Activest Wealth Management1
0.0% of portfolio›$292
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,420,084$414.4M0.1%IndexLowAustin, TX2026-11-04
Chicago Capital, LLC
194,509$56.8M1.3%GrowthLowChicago, IL2026-10-13
Cooke & Bieler LP
182,353$53.2M0.8%Deep ValueMediumPhiladelphia, PA2026-10-21
Hennessy Advisors Inc
103,500$30.2M1.1%Deep ValueMediumNovato, CA2026-10-28
ProShare Advisors LLC
80,440$23.5M0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
50,484$14.7M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
49,997$14.6M0.0%CoreMediumNew York, NY2026-11-04
Iridian Asset Management LLC
46,797$13.7M5.0%Deep ValueMediumWestport, CT2026-10-23
Channing Capital Management, LLC
28,750$8.4M0.2%ValueHighChicago, IL2026-11-02
Bridge City Capital, LLC
27,424$8.0M1.7%ValueMediumLake Oswego, OR2026-10-29
New York State Teachers Retirement System
23,006$6.7K0.0%CoreVery LowAlbany, NY2026-10-22
Retirement Systems of Alabama
22,674$6.6M0.0%IndexLowMontgomery, AL2026-11-04
Harfst & Associates, Inc.
21,301$6.2M0.9%GARPLowSheridan, WY2026-10-20
Creative Planning
14,708$4.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Sendero Wealth Management, LLC
12,632$3.7M0.4%GARPLowSan Antonio, TX2026-10-14
Amalgamated Bank
9,804$2.9K0.0%CoreVery LowNew York, NY2026-10-23
Red Spruce Capital, LLC
9,342$2.7M1.0%GrowthMediumBerwyn, PA2026-10-07
Campbell Newman Asset Management Inc
9,211$2.7M0.2%GrowthMediumMilwaukee, WI2026-10-22
180 Wealth Advisors, LLC
9,043$2.6M0.3%CoreLowFederal Way, WA2026-11-03
Prospera Financial Services Inc
8,755$2.6M0.0%CoreMediumDallas, TX2026-11-04
Mutual of America Capital Management LLC
8,009$2.3M0.0%IndexLowNew York, NY2026-10-23
Truist Financial Corp
7,823$2.3M0.0%CoreLowCharlotte, NC2026-10-30
Rare Wolf Capital LLC
7,776$2.3M1.3%CoreMediumBellevue, WA2026-10-20
Oak Thistle LLC
6,907$2.0M0.2%ValueVery HighNew York, NY2026-10-21
Yousif Capital Management, LLC
6,713$2.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Louisiana State Employees Retirement System
6,500$1.9M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
6,424$1.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Harbor Capital Advisors, Inc.
5,901$1.7K0.0%ValueHighChicago, IL2026-10-22
SeaCrest Wealth Management, LLC
5,773$1.7M0.2%GrowthLowPurchase, NY2026-10-21
Wealth Enhancement Advisory Services, LLC
5,721$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
5,247$1.5M0.0%CoreLowHarrisburg, PA2026-11-03
Fulcrum Asset Management LLP
5,197$1.5M0.1%CoreMediumLondon, United Kingdom2026-11-04
State of Michigan Retirement System
5,187$1.5M0.0%IndexLowEast Lansing, MI2026-10-27
Oregon Public Employees Retirement Fund
4,555$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Daiwa Securities Group Inc.
3,525$1.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Pictet Asset Management Holding SA
3,496$1.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Assetmark, Inc
3,380$986.4K0.0%ETFLowConcord, CA2026-10-21
Ashton Thomas Private Wealth, LLC
3,373$984.3K0.0%CoreMediumScottsdale, AZ2026-11-03
New York Life Investment Management LLC
3,199$933.6K0.0%GrowthLowNew York, NY2026-11-04
Fulton Bank, N.A.
3,009$878.1K0.0%CoreLowLancaster, PA2026-10-14
Vise Technologies, Inc.
2,920$852.2K0.0%IndexLowNew York, NY2026-10-29
Xponance LLC
2,818$822.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Simplex Trading, LLC
2,577$752.0K0.0%CoreVery HighChicago, IL2026-11-04
Hennion & Walsh Asset Management, Inc.
2,485$725.2K0.0%ValueMediumParsippany, NJ2026-10-13
IFP Advisors, Inc
2,225$649.3K0.0%GrowthLowTampa, FL2026-10-16
Oppenheimer Asset Management Inc.
2,198$641.4K0.0%CoreMediumNew York, NY2026-10-27
Crossmark Global Holdings, Inc.
2,162$630.9K0.0%GARPMediumHouston, TX2026-10-21
Yorktown Management & Research Co Inc
2,100$612.8K0.4%MomentumMediumForest, VA2026-10-28
State of Alaska, Department of Revenue
2,083$6070.0%CoreVery LowJuneau, AK2026-10-15
Inspire Investing, LLC
1,859$542.6K0.0%GARPHighMeridian, ID2026-10-22
Gateway Investment Advisers LLC
1,695$494.7K0.0%GrowthLowCincinnati, OH2026-10-13
HB Wealth Management, LLC
1,635$477.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Virginia Retirement Systems ET Al
1,560$455.3K0.0%CoreMediumRichmond, VA2026-10-28
Swiss Life Asset Management Ltd
1,522$444.2K0.0%CoreLowZurich, Switzerland2026-11-03
Evergreen Capital Management LLC
1,345$392.5K0.0%GARPMediumBellevue, WA2026-10-23
Elevation Point Wealth Partners, LLC
1,310$382.4K0.0%CoreHighDenver, CO2026-11-05
Cambridge Investment Research Advisors, Inc.
1,255$3660.0%ETFLowFairfield, IA2026-11-02
Ethic Inc.
1,218$355.6K0.0%CoreLowNew York, NY2026-11-03
Citizens Financial Group Inc
1,197$349.3K0.0%GrowthLowProvidence, RI2026-10-23
Crumly & Associates Inc.
1,119$326.6K0.1%ETFMediumSpringfield, IL2026-10-07
Fifth Third Wealth Advisors LLC
1,083$316.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Clear Creek Financial Management, LLC
988$288.3K0.0%ETFMediumSilverdale, WA2026-10-28
Novem Group
953$278.1K0.0%ETFMediumRochester, NY2026-10-19
Adkins Seale Capital Management LLC
929$271.1K0.2%CoreVery LowShreveport, LA2026-10-27
Cookson Peirce & Co Inc
918$267.9K0.0%GrowthHighPittsburgh, PA2026-10-30
Waldron Private Wealth LLC
909$265.3K0.0%ETFVery LowBridgeville, PA2026-11-02
Chicago Partners Investment Group LLC
888$262.5K0.0%GARPLowChicago, IL2026-10-27
Lido Advisors, LLC
886$258.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Brighton Jones LLC
858$250.4K0.0%CoreVery LowSeattle, WA2026-11-03
111 Capital
843$246.0K0.0%CoreVery HighParis, India2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
822$239.9K0.0%GrowthVery LowSeattle, WA2026-10-27
NorthCrest Asset Manangement, LLC
796$229.9K0.0%GrowthLowPlymouth, MN2026-10-13
JB Capital LLC
785$229.1K0.0%ETFMediumWethersfield, CT2026-10-19
Abel Hall, LLC
777$226.8K0.0%CoreMediumBaton Rouge, LA2026-10-19
Cidel Asset Management Inc
760$221.8K0.0%CoreMediumToronto, Australia2026-10-29
Strs Ohio
757$220.9K0.0%CoreMediumColumbus, OH2026-10-30
Mraz, Amerine & Associates, Inc.
752$219.4K0.0%Deep ValueLowModesto, CA2026-10-30
Delta Capital Management LLC
730$2130.0%CoreLowRed Bank, NJ2026-10-16
KBC Group NV
716$2090.0%CoreMediumBrussels, Czech Republic2026-10-22
Innealta Capital, LLC
703$205.2K0.1%ETFMediumAustin, TX2026-11-02
Sterling Capital Management LLC
624$182.1K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
592$172.9K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
424$123.7K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
313$91.2K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
278$81.2K0.0%IndexLowAtlanta, GA2026-10-23
Lanark Financial, Inc.
271$79.1K0.0%CoreMediumBirmingham, AL2026-10-26
Pinnacle Wealth Planning Services, Inc.
271$79.1K0.0%GARPLowMansfield, OH2026-10-27
Root Financial Partners, LLC
260$75.9K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
255$74.4K0.0%ETFMediumChicago, IL2026-10-14
Wilmington Savings Fund Society, FSB
247$72.1K0.0%CoreLowWilmington, DE2026-10-23
Heritage Family Offices, LLP
233$68.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Deseret Mutual Benefit Administrators
210$61.3K0.0%CoreMediumSalt Lake City, UT2026-11-04
Versant Capital Management, Inc
186$54.3K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
182$53.1K0.0%IndexLowSan Francisco, CA2026-10-08
Contravisory Investment Management, Inc.
182$53.1K0.0%MomentumHighNorwell, MA2026-10-13
Exchange Traded Concepts, LLC
178$51.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Parkside Financial Bank & Trust
164$47.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Nisa Investment Advisors, LLC
160$46.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Kelleher Financial Advisors
155$45.2K0.0%CoreMediumNew York, NY2026-10-30
Blue Trust, Inc.
130$37.9K0.0%ETFLowBrentwood, TN2026-10-15
JFS Wealth Advisors, LLC
129$37.6K0.0%ETFVery LowHermitage, PA2026-11-03
Essential Partners LLC
125$36.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
103$30.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Elyxium Wealth, LLC
85$24.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
DekaBank Deutsche Girozentrale
83$240.0%CoreLowFrankfurt, Hong Kong2026-10-27
Global X Japan Co., Ltd.
66$19.3K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
True Wealth Design, LLC
54$15.8K0.0%ETFMediumAkron, OH2026-10-13
Security National Bank
50$14.6K0.0%GrowthLowOmaha, NE2026-10-26
SJS Investment Consulting Inc.
48$14.0K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
48$14.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Plante Moran Financial Advisors, LLC
47$13.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Elevation Wealth Partners, LLC
41$12.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Provenance Wealth Advisors, LLC
33$9.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
32$9.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Owl Creek Wealth Partners LLC
30$8.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Community Financial Services Group, LLC
28$8.6K0.0%GrowthLowNewport, VT2026-10-15
Bayforest Capital Ltd
27$7.9K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
MassMutual Private Wealth & Trust, FSB
26$7.6K0.0%CoreLowSpringfield, MA2026-10-05
Reyes Financial Architecture, Inc.
23$6.7K0.0%ETFVery HighSan Diego, CA2026-10-22
Bell Investment Advisors, Inc
23$6.7K0.0%ETFVery LowOrinda, CA2026-10-29
Torren Management, LLC
22$6.5K0.0%ETFMediumSan Diego, CA2026-10-29
Retirement Wealth Solutions LLC
21$6.1K0.0%ETFLowMarshfield, WI2026-10-07
Curat Global, LLC
20$5.8K0.0%CoreMediumSpringfield, NH2026-10-26
Farmers & Merchants Investments Inc
20$5.8K0.0%CoreVery LowLincoln, NE2026-10-22
Covestor Ltd
17$50.0%ValueHighLondon, United Kingdom2026-10-30
Proathlete Wealth Management LLC
17$5.0K0.0%ETFVery LowBoca Raton, FL2026-10-15
GK Wealth Management LLC
16$4.7K0.0%GARPVery HighReno, NV2026-10-09
High Note Wealth, LLC
15$4.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Creative Capital Management Investments LLC
14$4.1K0.0%ETFLowSan Diego, CA2026-10-28
Pinnacle Bancorp, Inc.
13$3.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Hughes Financial Services, LLC
12$3.6K0.0%ETFLowHerndon, VA2026-10-30
WPG Advisers, LLC
11$3.2K0.0%CoreLowBaltimore, MD2026-10-27
Capital Advisors, Ltd. LLC
11$30.0%ETFLowShaker Heights, OH2026-10-27
Adirondack Trust Co
11$3.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Union Savings Bank
9$2.6K0.0%CoreLowLitchfield, CT2026-10-14
Manchester Capital Management LLC
9$2.6K0.0%CoreLowManchester, VT2026-10-22
Planning Strategies Inc.
9$2.6K0.0%ETFN/ALancaster, PA2026-10-02
Ascentis Independent Advisors
8$2.3K0.0%ETFLowDallas, TX2026-11-03
Cromwell Holdings LLC
8$2.3K0.0%IndexLowJackson, WY2026-10-28
James T. Borello RIA
7$2.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
DiNuzzo Private Wealth, Inc.
7$2.0K0.0%ETFLowBeaver, PA2026-10-16
Westside Investment Management, Inc.
6$1.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Bay Harbor Wealth Management, LLC
6$1.8K0.0%ETFMediumHunt Valley, MD2026-11-03
Leonteq Securities AG
5$1.5K0.0%CoreHighZurich, Switzerland2026-10-29
North Star Investment Management Corp.
5$1.5K0.0%CoreLowChicago, IL2026-10-27
Caitong International Asset Management Co., Ltd
4$1.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gilpin Wealth Management, LLC
4$1.2K0.0%GrowthLowDenver, CO2026-10-09
CoreCap Advisors, LLC
3$8750.0%ETFMediumSouthfield, MI2026-10-08
Center for Financial Planning, Inc.
3$8750.0%ETFLowSouthfied, MI2026-10-26
DecisionPoint Financial, LLC
2$6130.0%ETFVery LowMesa, AZ2026-10-27
Private Wealth Management Group, LLC
2$5840.0%ETFLowPrinceton, NJ2026-10-19
Clark Wealth Partners
2$5840.0%ETFVery LowO'Fallon, IL2026-10-19
Brown, Lisle Ings, Inc.
2$5840.0%CoreVery LowProvidence, RI2026-10-16
Toth Financial Advisory Corp
2$5840.0%CoreLowLeesburg, VA2026-10-08
Burk Holdings LLC
2$5840.0%ETFVery LowTulsa, OK2026-11-05
Quaker Wealth Management, LLC
2$5840.0%ETFMediumMoorestown, NJ2026-10-22
Bare Financial Services, Inc
2$5840.0%ETFVery LowGap, PA2026-11-04
Creative Financial Designs Inc
2$5840.0%ETFMediumKokomo, IN2026-11-04
Lodestone Wealth Management LLC
2$5840.0%CoreLowSpokane, WA2026-10-14
American Capital Advisory, LLC
1$2920.0%ETFLowKetchum, ID2026-10-28
Buck Wealth Strategies, LLC
1$2920.0%ValueMediumDenver, CO2026-10-28
Rakuten Securities, Inc.
1$2920.0%Agg GrowthHighTokyo, Mexico2026-11-02
Maseco LLP
1$2920.0%ETFVery LowLondon, United Kingdom2026-10-27
Activest Wealth Management
1$2920.0%ETFLowAventura, FL2026-10-15
Lloyd Advisory Services, Llc.
0$90.0%ETFVery HighSuwanee, GA2026-11-02