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Monroe Capital Corp (MRCC)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Almitas Capital LLC
INCREASED
Shares1,277,717 from 999,044
Change+278,673 (+28%)
Value$5.2M (-$1.2M)
Filed 2026-05-15
Morgan Stanley
INCREASED
Shares1,022,578 from 59,649
Change+962,929 (+1614%)
Value$4.7M (+$4.3M)
Filed 2026-05-15
Bulldog Investors, LLPA
INCREASED
Shares966,788 from 954,816
Change+11,972 (+1%)
Value$4.4M (-$1.6M)
Filed 2026-05-08
Caprock Group, LLC
INCREASED
Shares461,360 from 449,038
Change+12,322 (+3%)
Value$2.1M (-$738.1K)
Filed 2026-05-11
Quadrant Capital Group LLC
DECREASED
Shares198,140 from 206,584
Change-8,444 (-4%)
Value$911.4K (-$404.5K)
Filed 2026-05-13
CAZ Investments LP
NEW
Shares150,000
Change+150,000
Value$690.0K
Filed 2026-05-12
Focus Partners Wealth
INCREASED
Shares131,081 from 130,634
Change+447 (+0%)
Value$603.0K (-$229.2K)
Filed 2026-05-15
LaFleur & Godfrey LLC
UNCHANGED
Shares122,470 from 122,470
Change0 (0%)
Value$563.4K (-$216.8K)
Filed 2026-05-04
Sunbelt Securities, Inc.
DECREASED
Shares109,882 from 135,809
Change-25,927 (-19%)
Value$505.5K (-$359.6K)
Filed 2026-05-18
Oppenheimer & Co Inc
INCREASED
Shares105,570 from 27,406
Change+78,164 (+285%)
Value$485.6K (+$311.0K)
Filed 2026-04-24
Commonwealth Equity Services, LLC
DECREASED
Shares89,314 from 92,777
Change-3,463 (-4%)
Value$410.8K (-$180.2K)
Filed 2026-04-27
BlackRock, Inc.
DECREASED
Shares88,153 from 162,418
Change-74,265 (-46%)
Value$405.5K (-$629.1K)
Filed 2026-05-13
Fiera Capital Corp
UNCHANGED
Shares84,004 from 84,004
Change0 (0%)
Value$386.4K (-$148.7K)
Filed 2026-05-12
Waverly Advisors, LLC
INCREASED
Shares83,465 from 28,065
Change+55,400 (+197%)
Value$383.9K (+$205.2K)
Filed 2026-05-15
UBS Group AG
INCREASED
Shares82,452 from 68,724
Change+13,728 (+20%)
Value$379.3K (-$58.5K)
Filed 2026-05-05
Arax Advisory Partners
UNCHANGED
Shares82,412 from 82,412
Change0 (0%)
Value$379.1K (-$145.9K)
Filed 2026-05-13
Susquehanna International Group, LLP
INCREASED
Shares76,573 from 72,036
Change+4,537 (+6%)
Value$352.2K (-$106.6K)
Filed 2026-05-15
LPL Financial LLC
INCREASED
Shares63,283 from 61,573
Change+1,710 (+3%)
Value$291.1K (-$101.1K)
Filed 2026-05-06
Virtus Investment Advisers, LLC
DECREASED
Shares62,628 from 68,340
Change-5,712 (-8%)
Value$288.1K (-$147.2K)
Filed 2026-05-14
Raymond James Financial Inc
DECREASED
Shares43,199 from 50,993
Change-7,794 (-15%)
Value$198.7K (-$126.1K)
Filed 2026-05-14
Bank of Nova Scotia
NEW
Shares42,104
Change+42,104
Value$193.7K
Filed 2026-05-14
Koshinski Asset Management, Inc.
UNCHANGED
Shares40,400 from 40,400
Change0 (0%)
Value$185.8K (-$71.5K)
Filed 2026-04-27
International Assets Investment Management, LLC
UNCHANGED
Shares39,075 from 39,075
Change0 (0%)
Value$177.7K (-$71.2K)
Filed 2026-05-01
Magnolia Capital Advisors LLC
DECREASED
Shares37,946 from 64,865
Change-26,919 (-41%)
Value$174.6K (-$238.6K)
Filed 2026-05-15
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED
Shares37,269 from 37,269
Change0 (0%)
Value$171 (-$66)
Filed 2026-04-16
Cerity Partners LLC
DECREASED
Shares35,629 from 39,852
Change-4,223 (-11%)
Value$163.9K (-$90.0K)
Filed 2026-05-15
Ethos Financial Group, LLC
UNCHANGED
Shares34,581 from 34,581
Change0 (0%)
Value$220.3K ($0)
Filed 2026-05-05
Baird Financial Group, Inc.
UNCHANGED
Shares33,969 from 33,969
Change0 (0%)
Value$156.3K (-$60.1K)
Filed 2026-05-14
D.A. Davidson & Co.
INCREASED
Shares31,585 from 31,322
Change+263 (+1%)
Value$145.3K (-$54.2K)
Filed 2026-05-05
Freestone Capital Holdings, LLC
INCREASED
Shares30,885 from 30,301
Change+584 (+2%)
Value$142.1K (-$50.9K)
Filed 2026-05-13
Canada Life Assurance Co
INCREASED
Shares29,445 from 26,990
Change+2,455 (+9%)
Value$136 (-$35)
Filed 2026-05-14
Forum Financial Management, LP
UNCHANGED
Shares26,336 from 26,336
Change0 (0%)
Value$121.1K (-$46.6K)
Filed 2026-04-23
Rockefeller Capital Management L.P.
INCREASED
Shares24,475 from 22,010
Change+2,465 (+11%)
Value$112.6K (-$27.6K)
Filed 2026-05-14
Corient Private Wealth LP
DECREASED
Shares24,377 from 45,062
Change-20,685 (-46%)
Value$112.1K (-$174.9K)
Filed 2026-05-15
Earned Wealth Advisors, LLC
INCREASED
Shares24,152 from 23,837
Change+315 (+1%)
Value$236.7K (-$1.2K)
Filed 2026-05-07
Royal Bank of Canada
INCREASED
Shares22,744 from 21,976
Change+768 (+3%)
Value$105.0K (-$35.0K)
Filed 2026-05-15
Rothschild Investment LLC
INCREASED
Shares22,324 from 22,279
Change+45 (+0%)
Value$102.7K (-$39.2K)
Filed 2026-05-07
Fiduciary Group, LLC
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$101.2K (-$38.9K)
Filed 2026-05-11
Garden State Investment Advisory Services LLC
DECREASED
Shares21,199 from 33,039
Change-11,840 (-36%)
Value$97.5K (-$113.0K)
Filed 2026-05-14
Jane Street Group, LLC
DECREASED
Shares20,803 from 68,409
Change-47,606 (-70%)
Value$95.7K (-$340.1K)
Filed 2026-05-12
Captrust Financial Advisors
NEW
Shares20,468
Change+20,468
Value$94.2K
Filed 2026-05-15
Osaic Holdings, Inc.
DECREASED
Shares19,859 from 26,771
Change-6,912 (-26%)
Value$91.4K (-$79.2K)
Filed 2026-05-15
Two Sigma Investments, LP
DECREASED
Shares17,892 from 39,132
Change-21,240 (-54%)
Value$82.3K (-$167.0K)
Filed 2026-05-15
Equitable Holdings, Inc.
DECREASED
Shares17,717 from 22,189
Change-4,472 (-20%)
Value$112.9K (-$28.5K)
Filed 2026-05-15
Sequoia Financial Advisors, LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$78.2K (-$30.1K)
Filed 2026-04-30
Calton & Associates, Inc.
NEW
Shares16,539
Change+16,539
Value$76.1K
Filed 2026-05-13
Southeast Asset Advisors, LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$73.6K (-$28.3K)
Filed 2026-05-13
Independent Financial Group, LLC
DECREASED
Shares15,869 from 24,419
Change-8,550 (-35%)
Value$73.0K (-$82.6K)
Filed 2026-05-15
Janney Montgomery Scott LLC
DECREASED
Shares15,555 from 20,770
Change-5,215 (-25%)
Value$72 (-$60)
Filed 2026-04-22
Cresset Asset Management, LLC
INCREASED
Shares15,167 from 15,147
Change+20 (+0%)
Value$69.8K (-$26.7K)
Filed 2026-05-15
Yakira Capital Management, Inc.
DECREASED
Shares14,938 from 129,809
Change-114,871 (-88%)
Value$68.7K (-$758.2K)
Filed 2026-05-14
Creative Financial Designs Inc
INCREASED
Shares14,230 from 14,015
Change+215 (+2%)
Value$65.5K (-$23.8K)
Filed 2026-04-13
Private Advisor Group, LLC
UNCHANGED
Shares14,215 from 14,215
Change0 (0%)
Value$65.4K (-$25.2K)
Filed 2026-04-27
Chapin Davis, Inc.
INCREASED
Shares13,500 from 12,000
Change+1,500 (+13%)
Value$62.1K (-$14.3K)
Filed 2026-04-21
XTX Topco Ltd
DECREASED
Shares13,130 from 13,827
Change-697 (-5%)
Value$60.4K (-$27.7K)
Filed 2026-05-15
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares12,825 from 12,825
Change0 (0%)
Value$59.0K (-$22.7K)
Filed 2026-05-11
O'shaughnessy Asset Management, LLC
DECREASED
Shares12,322 from 13,247
Change-925 (-7%)
Value$56.7K (-$27.7K)
Filed 2026-05-13
Argos Wealth Advisors, LLC
INCREASED
Shares11,848 from 11,755
Change+93 (+1%)
Value$54.5K (-$20.4K)
Filed 2026-04-27
Wealthspire Advisors, LLC
NEW
Shares11,586
Change+11,586
Value$53.3K
Filed 2026-05-01
Stephens Inc
DECREASED
Shares11,453 from 12,180
Change-727 (-6%)
Value$52.7K (-$24.9K)
Filed 2026-04-28
Mission Wealth Management, LP
UNCHANGED
Shares11,400 from 11,400
Change0 (0%)
Value$52.4K (-$20.2K)
Filed 2026-05-15
Davenport & Co LLC
DECREASED
Shares11,300 from 13,300
Change-2,000 (-15%)
Value$52.0K (-$32.7K)
Filed 2026-04-15
Bank of America Corp
DECREASED
Shares10,988 from 11,088
Change-100 (-1%)
Value$50.5K (-$20.1K)
Filed 2026-05-18
Trek Financial, LLC
NEW
Shares10,650
Change+10,650
Value$49.0K
Filed 2026-05-13
Ascent Group, LLC
UNCHANGED
Shares10,285 from 10,285
Change0 (0%)
Value$47.3K (-$18.2K)
Filed 2026-05-15
Advisory Services Network, LLC
NEW
Shares5,246
Change+5,246
Value$24.1K
Filed 2026-05-15
Northwestern Mutual Wealth Management Co
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$7.1K (-$2.7K)
Filed 2026-05-07
Aventura Private Wealth, LLC
NEW
Shares1,400
Change+1,400
Value$6.4K
Filed 2026-05-06
North Star Investment Management Corp.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$3.2K (-$1.2K)
Filed 2026-04-23
Nfsg Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$2.3K (-$885)
Filed 2026-05-05
TD Waterhouse Canada Inc.
INCREASED
Shares134 from 132
Change+2 (+2%)
Value$608 (-$228)
Filed 2026-05-12
Allworth Financial LP
NEW
Shares8
Change+8
Value$37
Filed 2026-05-15
Wells Fargo & Company
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$14 (+$10)
Filed 2026-07-08
Caitong International Asset Management Co., Ltd
NEW
Shares1
Change+1
Value$5
Filed 2026-05-11
Blair William & Co
CLOSED
Shares0 from 309,750
Change-309,750 (-100%)
Value$0 (-$2.0M)
Filed 2026-05-08
Citadel Advisors LLC
CLOSED
Shares0 from 170,269
Change-170,269 (-100%)
Value$0 (-$1.1M)
Filed 2026-05-15
Absolute Investment Advisers, LLC
CLOSED
Shares0 from 67,321
Change-67,321 (-100%)
Value$0 (-$418.1K)
Filed 2026-04-22
Quarry LP
CLOSED
Shares0 from 58,983
Change-58,983 (-100%)
Value$0 (-$375.7K)
Filed 2026-05-15
Lido Advisors, LLC
CLOSED
Shares0 from 22,568
Change-22,568 (-100%)
Value$0 (-$158.4K)
Filed 2026-05-13
HighTower Advisors, LLC
CLOSED
Shares0 from 19,151
Change-19,151 (-100%)
Value$0 (-$122.0K)
Filed 2026-05-05
Stratos Wealth Advisors, LLC
CLOSED
Shares0 from 15,322
Change-15,322 (-100%)
Value$0 (-$97.6K)
Filed 2026-04-28
Two Sigma Advisers, LP
CLOSED
Shares0 from 13,800
Change-13,800 (-100%)
Value$0 (-$87.9K)
Filed 2026-05-15
HB Wealth Management, LLC
CLOSED
Shares0 from 11,518
Change-11,518 (-100%)
Value$0 (-$73.4K)
Filed 2026-04-27
Kestra Advisory Services, LLC
CLOSED
Shares0 from 5,449
Change-5,449 (-100%)
Value$0 (-$34.7K)
Filed 2026-04-30
US Bancorp \de\
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$5.4K)
Filed 2026-05-15
Navalign, LLC
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$2.9K)
Filed 2026-04-29
Kohmann Bosshard Financial Services, LLC
CLOSED
Shares0 from 262
Change-262 (-100%)
Value$0 (-$1.7K)
Filed 2026-05-01
Jones Financial Companies Lllp
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$956)
Filed 2026-05-15
Atlantic Trust Group, LLC
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Status
Almitas Capital LLC
INCREASED1,277,717999,044+278,673+28%$6.4M$5.2M-$1.2M2026-05-15
Morgan Stanley
INCREASED1,022,57859,649+962,929+1614%$380.0K$4.7M+$4.3M2026-05-15
Bulldog Investors, LLPA
INCREASED966,788954,816+11,972+1%$6.1M$4.4M-$1.6M2026-05-08
Caprock Group, LLC
INCREASED461,360449,038+12,322+3%$2.9M$2.1M-$738.1K2026-05-11
Quadrant Capital Group LLC
DECREASED198,140206,584-8,444-4%$1.3M$911.4K-$404.5K2026-05-13
CAZ Investments LP
NEW150,000—+150,000——$690.0K—2026-05-12
Focus Partners Wealth
INCREASED131,081130,634+447+0%$832.1K$603.0K-$229.2K2026-05-15
LaFleur & Godfrey LLC
UNCHANGED122,470122,47000%$780.1K$563.4K-$216.8K2026-05-04
Sunbelt Securities, Inc.
DECREASED109,882135,809-25,927-19%$865.1K$505.5K-$359.6K2026-05-18
Oppenheimer & Co Inc
INCREASED105,57027,406+78,164+285%$174.6K$485.6K+$311.0K2026-04-24
Commonwealth Equity Services, LLC
DECREASED89,31492,777-3,463-4%$591.0K$410.8K-$180.2K2026-04-27
BlackRock, Inc.
DECREASED88,153162,418-74,265-46%$1.0M$405.5K-$629.1K2026-05-13
Fiera Capital Corp
UNCHANGED84,00484,00400%$535.1K$386.4K-$148.7K2026-05-12
Waverly Advisors, LLC
INCREASED83,46528,065+55,400+197%$178.8K$383.9K+$205.2K2026-05-15
UBS Group AG
INCREASED82,45268,724+13,728+20%$437.8K$379.3K-$58.5K2026-05-05
Arax Advisory Partners
UNCHANGED82,41282,41200%$525.0K$379.1K-$145.9K2026-05-13
Susquehanna International Group, LLP
INCREASED76,57372,036+4,537+6%$458.9K$352.2K-$106.6K2026-05-15
LPL Financial LLC
INCREASED63,28361,573+1,710+3%$392.2K$291.1K-$101.1K2026-05-06
Virtus Investment Advisers, LLC
DECREASED62,62868,340-5,712-8%$435.3K$288.1K-$147.2K2026-05-14
Raymond James Financial Inc
DECREASED43,19950,993-7,794-15%$324.8K$198.7K-$126.1K2026-05-14
Bank of Nova Scotia
NEW42,104—+42,104——$193.7K—2026-05-14
Koshinski Asset Management, Inc.
UNCHANGED40,40040,40000%$257.3K$185.8K-$71.5K2026-04-27
International Assets Investment Management, LLC
UNCHANGED39,07539,07500%$248.9K$177.7K-$71.2K2026-05-01
Magnolia Capital Advisors LLC
DECREASED37,94664,865-26,919-41%$413.2K$174.6K-$238.6K2026-05-15
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED37,26937,26900%$237$171-$662026-04-16
Cerity Partners LLC
DECREASED35,62939,852-4,223-11%$253.9K$163.9K-$90.0K2026-05-15
Ethos Financial Group, LLC
UNCHANGED34,58134,58100%$220.3K$220.3K$02026-05-05
Baird Financial Group, Inc.
UNCHANGED33,96933,96900%$216.4K$156.3K-$60.1K2026-05-14
D.A. Davidson & Co.
INCREASED31,58531,322+263+1%$199.5K$145.3K-$54.2K2026-05-05
Freestone Capital Holdings, LLC
INCREASED30,88530,301+584+2%$193.0K$142.1K-$50.9K2026-05-13
Canada Life Assurance Co
INCREASED29,44526,990+2,455+9%$171$136-$352026-05-14
Forum Financial Management, LP
UNCHANGED26,33626,33600%$167.8K$121.1K-$46.6K2026-04-23
Rockefeller Capital Management L.P.
INCREASED24,47522,010+2,465+11%$140.2K$112.6K-$27.6K2026-05-14
Corient Private Wealth LP
DECREASED24,37745,062-20,685-46%$287.0K$112.1K-$174.9K2026-05-15
Earned Wealth Advisors, LLC
INCREASED24,15223,837+315+1%$237.9K$236.7K-$1.2K2026-05-07
Royal Bank of Canada
INCREASED22,74421,976+768+3%$140.0K$105.0K-$35.0K2026-05-15
Rothschild Investment LLC
INCREASED22,32422,279+45+0%$141.9K$102.7K-$39.2K2026-05-07
Fiduciary Group, LLC
UNCHANGED22,00022,00000%$140.1K$101.2K-$38.9K2026-05-11
Garden State Investment Advisory Services LLC
DECREASED21,19933,039-11,840-36%$210.5K$97.5K-$113.0K2026-05-14
Jane Street Group, LLC
DECREASED20,80368,409-47,606-70%$435.8K$95.7K-$340.1K2026-05-12
Captrust Financial Advisors
NEW20,468—+20,468——$94.2K—2026-05-15
Osaic Holdings, Inc.
DECREASED19,85926,771-6,912-26%$170.5K$91.4K-$79.2K2026-05-15
Two Sigma Investments, LP
DECREASED17,89239,132-21,240-54%$249.3K$82.3K-$167.0K2026-05-15
Equitable Holdings, Inc.
DECREASED17,71722,189-4,472-20%$141.3K$112.9K-$28.5K2026-05-15
Sequoia Financial Advisors, LLC
UNCHANGED17,00017,00000%$108.3K$78.2K-$30.1K2026-04-30
Calton & Associates, Inc.
NEW16,539—+16,539——$76.1K—2026-05-13
Southeast Asset Advisors, LLC
UNCHANGED16,00016,00000%$101.9K$73.6K-$28.3K2026-05-13
Independent Financial Group, LLC
DECREASED15,86924,419-8,550-35%$155.5K$73.0K-$82.6K2026-05-15
Janney Montgomery Scott LLC
DECREASED15,55520,770-5,215-25%$132$72-$602026-04-22
Cresset Asset Management, LLC
INCREASED15,16715,147+20+0%$96.5K$69.8K-$26.7K2026-05-15
Yakira Capital Management, Inc.
DECREASED14,938129,809-114,871-88%$826.9K$68.7K-$758.2K2026-05-14
Creative Financial Designs Inc
INCREASED14,23014,015+215+2%$89.3K$65.5K-$23.8K2026-04-13
Private Advisor Group, LLC
UNCHANGED14,21514,21500%$90.6K$65.4K-$25.2K2026-04-27
Chapin Davis, Inc.
INCREASED13,50012,000+1,500+13%$76.4K$62.1K-$14.3K2026-04-21
XTX Topco Ltd
DECREASED13,13013,827-697-5%$88.1K$60.4K-$27.7K2026-05-15
Closed-End Fund Advisors, Inc.
UNCHANGED12,82512,82500%$81.7K$59.0K-$22.7K2026-05-11
O'shaughnessy Asset Management, LLC
DECREASED12,32213,247-925-7%$84.4K$56.7K-$27.7K2026-05-13
Argos Wealth Advisors, LLC
INCREASED11,84811,755+93+1%$74.9K$54.5K-$20.4K2026-04-27
Wealthspire Advisors, LLC
NEW11,586—+11,586——$53.3K—2026-05-01
Stephens Inc
DECREASED11,45312,180-727-6%$77.6K$52.7K-$24.9K2026-04-28
Mission Wealth Management, LP
UNCHANGED11,40011,40000%$72.6K$52.4K-$20.2K2026-05-15
Davenport & Co LLC
DECREASED11,30013,300-2,000-15%$84.7K$52.0K-$32.7K2026-04-15
Bank of America Corp
DECREASED10,98811,088-100-1%$70.6K$50.5K-$20.1K2026-05-18
Trek Financial, LLC
NEW10,650—+10,650——$49.0K—2026-05-13
Ascent Group, LLC
UNCHANGED10,28510,28500%$65.5K$47.3K-$18.2K2026-05-15
Advisory Services Network, LLC
NEW5,246—+5,246——$24.1K—2026-05-15
Northwestern Mutual Wealth Management Co
UNCHANGED1,5331,53300%$9.8K$7.1K-$2.7K2026-05-07
Aventura Private Wealth, LLC
NEW1,400—+1,400——$6.4K—2026-05-06
North Star Investment Management Corp.
UNCHANGED70070000%$4.5K$3.2K-$1.2K2026-04-23
Nfsg Corp
UNCHANGED50050000%$3.2K$2.3K-$8852026-05-05
TD Waterhouse Canada Inc.
INCREASED134132+2+2%$836$608-$2282026-05-12
Allworth Financial LP
NEW8—+8——$37—2026-05-15
Wells Fargo & Company
INCREASED31+2+200%$4$14+$102026-07-08
Caitong International Asset Management Co., Ltd
NEW1—+1——$5—2026-05-11
Blair William & Co
CLOSED0309,750-309,750-100%$2.0M$0-$2.0M2026-05-08
Citadel Advisors LLC
CLOSED0170,269-170,269-100%$1.1M$0-$1.1M2026-05-15
Absolute Investment Advisers, LLC
CLOSED067,321-67,321-100%$418.1K$0-$418.1K2026-04-22
Quarry LP
CLOSED058,983-58,983-100%$375.7K$0-$375.7K2026-05-15
Lido Advisors, LLC
CLOSED022,568-22,568-100%$158.4K$0-$158.4K2026-05-13
HighTower Advisors, LLC
CLOSED019,151-19,151-100%$122.0K$0-$122.0K2026-05-05
Stratos Wealth Advisors, LLC
CLOSED015,322-15,322-100%$97.6K$0-$97.6K2026-04-28
Two Sigma Advisers, LP
CLOSED013,800-13,800-100%$87.9K$0-$87.9K2026-05-15
HB Wealth Management, LLC
CLOSED011,518-11,518-100%$73.4K$0-$73.4K2026-04-27
Kestra Advisory Services, LLC
CLOSED05,449-5,449-100%$34.7K$0-$34.7K2026-04-30
US Bancorp \de\
CLOSED0850-850-100%$5.4K$0-$5.4K2026-05-15
Navalign, LLC
CLOSED0450-450-100%$2.9K$0-$2.9K2026-04-29
Kohmann Bosshard Financial Services, LLC
CLOSED0262-262-100%$1.7K$0-$1.7K2026-05-01
Jones Financial Companies Lllp
CLOSED0150-150-100%$956$0-$9562026-05-15
Atlantic Trust Group, LLC
N/A—4,830-4,830-100%$30.8K———
Showing 89 of 89 institutions