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Nuveen Prefered & Income OPP (JPC)

CUSIP: 67073B106 | US | Financial Services · Asset Management | Mid Cap | 886 institutional holders

Quarters

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

Commonwealth Equity Services, LLC1,125,254
0.0% of portfolio›$7.7M
Greatmark Investment Partners, Inc.975,488
0.7% of portfolio›$6.7M
Absolute Investment Advisers, LLC972,216
0.6% of portfolio›$6.6M
MGO One Seven LLC923,880
0.1% of portfolio›$6.3M
Truist Financial Corp893,297
0.0% of portfolio›$6.1M
Smith Asset Management Co., LLC874,373
4.9% of portfolio›$6.0M
Kestra Advisory Services, LLC753,172
0.0% of portfolio›$5.1M
Lido Advisors, LLC462,267
0.0% of portfolio›$3.2M
Chicago Partners Investment Group LLC458,934
0.1% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.366,360
0.0% of portfolio›$2.5K
Wealth Enhancement Advisory Services, LLC346,842
0.0% of portfolio›$2.3M
Shaker Financial Services, LLC300,720
0.7% of portfolio›$2.1M
Wealth Advisory Solutions, LLC262,309
0.4% of portfolio›$1.8M
MSH Capital Advisors LLC244,726
0.3% of portfolio›$1.7M
Davenport & Co LLC243,350
0.0% of portfolio›$1.7M
Wolverine Asset Management LLC239,902
0.0% of portfolio›$1.6M
Wright Wealth LLC237,019
0.9% of portfolio›$1.6M
Capital Investment Advisors, LLC225,436
0.0% of portfolio›$1.5M
CoreCap Advisors, LLC219,040
0.0% of portfolio›$1.5M
Thrivent Financial for Lutherans161,712
0.0% of portfolio›$1.1K
StoneX Group Inc.155,973
0.0% of portfolio›$1.1M
E&G Advisors, LLC146,627
0.2% of portfolio›$999.7K
Wealthcare Advisory Partners LLC142,555
0.0% of portfolio›$972.2K
Concurrent Investment Advisors, LLC140,883
0.0% of portfolio›$960.8K
Congress Park Capital LLC117,500
0.2% of portfolio›$801.4K
Wedbush Securities Inc109,962
0.0% of portfolio›$750
Triumph Capital Management103,000
0.1% of portfolio›$702.5K
Highline Wealth Partners LLC97,769
0.1% of portfolio›$666.8K
Diversify Wealth Management, LLC95,421
0.0% of portfolio›$648.9K
Diversify Advisory Services, LLC95,421
0.0% of portfolio›$648.9K
Independent Financial Group, LLC93,583
0.0% of portfolio›$638.2K
Hennion & Walsh Asset Management, Inc.85,003
0.0% of portfolio›$579.7K
Abel Hall, LLC83,600
0.1% of portfolio›$570.2K
Spire Wealth Management79,926
0.0% of portfolio›$545.1K
Marino, Stram & Associates LLC79,161
0.1% of portfolio›$539.9K
Sage Capital Advisors,llc77,917
0.1% of portfolio›$531.4K
Shulman DeMeo Asset Management LLC77,129
0.1% of portfolio›$511.4K
RVW Wealth, LLC70,922
0.0% of portfolio›$483.7K
Investors Asset Management of Georgia Inc69,250
0.2% of portfolio›$472.3K
Fifth Third Bancorp69,079
0.0% of portfolio›$471.1K
Prospera Financial Services Inc66,974
0.0% of portfolio›$466.1K
Kingsbury Capital Investment Advisors LLC66,610
0.4% of portfolio›$454.3K
Live Oak Private Wealth LLC65,572
0.1% of portfolio›$447.2K
Blue Trust, Inc.61,504
0.0% of portfolio›$419.5K
Core Wealth Partners LLC59,800
0.2% of portfolio›$407.8K
Allspring Global Investments Holdings, LLC58,757
0.0% of portfolio›$400.7K
Ritholtz Wealth Management55,306
0.0% of portfolio›$377.2K
Walled Lake Planning & Wealth Management, LLC55,269
0.1% of portfolio›$376.9K
Centurion Wealth Management LLC54,499
0.1% of portfolio›$371.7K
Accel Wealth Management53,673
0.1% of portfolio›$366.0K
Daymark Wealth Partners, LLC53,651
0.0% of portfolio›$365.9K
B. Riley Wealth Advisors, Inc.51,648
0.0% of portfolio›$352.2K
Onyx Financial Advisors, LLC50,149
0.1% of portfolio›$342.0K
Investmark Advisory Group LLC49,571
0.1% of portfolio›$338.1K
International Assets Investment Management, LLC47,737
0.0% of portfolio›$328.9K
Future Financial Wealth Managment LLC46,985
0.2% of portfolio›$320.4K
Kestra Private Wealth Services, LLC43,306
0.0% of portfolio›$295.3K
Cottage Street Advisors LLC42,545
0.1% of portfolio›$290.2K
NWF Advisory Services Inc.40,721
0.0% of portfolio›$277.7K
Samalin Investment Counsel, LLC39,990
0.1% of portfolio›$272.7K
First Merchants Corp38,097
0.0% of portfolio›$259.8K
Kingswood Wealth Advisors, LLC36,933
0.0% of portfolio›$251.9K
HUB Investment Partners, LLC36,017
0.0% of portfolio›$245.6K
Smith Chas P & Associates PA Cpas35,000
0.0% of portfolio›$237.3K
Patriot Financial Group Insurance Agency, LLC34,258
0.0% of portfolio›$233.6K
Axxcess Wealth Management, LLC33,570
0.0% of portfolio›$228.9K
Concord Wealth Partners32,009
0.0% of portfolio›$218.3K
Smithbridge Asset Management Inc32,000
0.0% of portfolio›$218.2K
Oppenheimer & Co Inc30,902
0.0% of portfolio›$210.8K
Fortitude Advisory Group L.L.C.30,732
0.1% of portfolio›$209.6K
J. L. Bainbridge & Co., Inc.30,571
0.0% of portfolio›$208.5K
D.A. Davidson & Co.30,487
0.0% of portfolio›$207.9K
Elevation Point Wealth Partners, LLC29,972
0.0% of portfolio›$206.3K
McAlister, Sweet & Associates, Inc.29,613
0.1% of portfolio›$202.0K
Jacobi Capital Management LLC29,450
0.0% of portfolio›$200.8K
Physician Wealth Advisors, Inc.29,367
0.0% of portfolio›$200.3K
Farther Finance Advisors, LLC28,431
0.0% of portfolio›$193.9K
Mueller Wealth, LLC28,255
0.1% of portfolio›$192.7K
Advisor OS, LLC27,943
0.0% of portfolio›$190.6K
Joel Isaacson & Co., LLC27,867
0.0% of portfolio›$190.1K
J.W. Cole Advisors, Inc.27,666
0.0% of portfolio›$188.7K
Creative Planning26,080
0.0% of portfolio›$177.9K
RFG Advisory, LLC24,933
0.0% of portfolio›$170.0K
Keybank National Association24,921
0.0% of portfolio›$170.0K
Sigma Planning Corp24,845
0.0% of portfolio›$169.4K
Closed-End Fund Advisors, Inc.24,785
0.2% of portfolio›$169.0K
International Private Wealth Advisors LLC24,676
0.1% of portfolio›$168.3K
Duncker Streett & Co Inc24,474
0.0% of portfolio›$166.9K
M Holdings Securities, Inc.23,647
0.0% of portfolio›$164
Apollon Wealth Management, LLC22,994
0.0% of portfolio›$156.8K
Glass Jacobson Investment Advisors llc22,757
0.0% of portfolio›$155.2K
Gridiron Partners, LLC21,023
0.1% of portfolio›$143.4K
Wealth Effects LLC20,740
0.0% of portfolio›$141.4K
15 Wealth Advisors LLC20,222
0.0% of portfolio›$137.9K
Pacific Wealth Strategies Group, Inc.20,000
0.1% of portfolio›$136.4K
Gill Capital Partners, LLC19,704
0.0% of portfolio›$134.4K
Clifford Swan Investment Counsel LLC18,952
0.0% of portfolio›$129.3K
Naples Global Advisors, LLC18,910
0.0% of portfolio›$130.0K
Valley Brook Capital Group, Inc.17,909
0.1% of portfolio›$122.1K
JB Capital LLC17,808
0.0% of portfolio›$121.4K
Waterfront Wealth Inc.17,329
0.0% of portfolio›$117.6K
Beacon Financial Group17,050
0.0% of portfolio›$116.3K
Huntleigh Advisors, Inc.16,720
0.0% of portfolio›$114.0K
Realta Investment Advisors16,699
0.0% of portfolio›$113.9K
Private Trust Co NA16,683
0.0% of portfolio›$113.8K
EverSource Wealth Advisors, LLC16,645
0.0% of portfolio›$113.5K
Compass Financial Management LLC16,259
0.0% of portfolio›$110.9K
First Bank & Trust16,220
0.0% of portfolio›$110.6K
Burney Co/16,148
0.0% of portfolio›$110.1K
US Bancorp \de\15,762
0.0% of portfolio›$107.5K
Bank of New York Mellon Corp14,259
0.0% of portfolio›$97.3K
Parsons Capital Management Inc14,193
0.0% of portfolio›$96.8K
Etesian Wealth Advisors, Inc.14,000
0.0% of portfolio›$95.5K
Schear Investment Advisers, LLC13,562
0.0% of portfolio›$92.5K
Tempo Wealth, LLC13,562
0.0% of portfolio›$92.5K
Wesbanco Bank Inc13,472
0.0% of portfolio›$91.9K
Wagner Wealth Management, LLC13,400
0.0% of portfolio›$91.4K
First Heartland Consultants, Inc.13,117
0.0% of portfolio›$84.5K
180 Wealth Advisors, LLC12,933
0.0% of portfolio›$88.2K
Smith Shellnut Wilson LLC12,855
0.0% of portfolio›$87.7K
SFE Investment Counsel12,816
0.0% of portfolio›$87.4K
Diesslin Group, Inc.12,760
0.0% of portfolio›$87.0K
Gerber Kawasaki Wealth & Investment Management12,731
0.0% of portfolio›$86.8K
Capital Investment Advisory Services, LLC12,498
0.0% of portfolio›$85.2K
Johnson & White Wealth Management, LLC12,459
0.0% of portfolio›$85.0K
Certified Advisory Corp12,321
0.0% of portfolio›$84.0K
Powell Investment Advisors, LLC12,284
0.0% of portfolio›$84.5K
Post Resch Tallon Group Inc.12,215
0.1% of portfolio›$83.3K
Coastline Trust Co12,143
0.0% of portfolio›$82.8K
Cahaba Wealth Management, Inc.12,108
0.0% of portfolio›$82.6K
Sage Capital Management, LLC12,000
0.0% of portfolio›$81.8K
Carlton Hofferkamp & Jenks Wealth Management, LLC12,000
0.0% of portfolio›$81.6K
Integrity Alliance, Llc.11,929
0.0% of portfolio›$81.4K
Park Avenue Securities LLC11,852
0.0% of portfolio›$81
Steel Grove Capital Advisors, LLC11,653
0.0% of portfolio›$79.5K
Beacon Financial Advisory LLC11,524
0.0% of portfolio›$78.6K
LifeSteps Financial, Inc.11,520
0.0% of portfolio›$78.6K
W.H. Cornerstone Investments Inc.11,173
0.0% of portfolio›$76.2K
BankPlus Wealth Management LLC10,892
0.0% of portfolio›$74.3K
Hoge Financial Services, LLC10,213
0.0% of portfolio›$69.7K
Pathway Financial Advisers, LLC8,916
0.0% of portfolio›$60.8K
Halbert Hargrove Global Advisors, LLC8,500
0.0% of portfolio›$58.0K
Lanark Financial, Inc.7,847
0.0% of portfolio›$53.5K
Central Trust Co7,493
0.0% of portfolio›$51.1K
Harbor Investment Advisory, LLC6,248
0.0% of portfolio›$42.6K
Mather Group, Llc.5,222
0.0% of portfolio›$35.6K
Hazlett, Burt & Watson, Inc.5,065
0.0% of portfolio›$35
Transce3nd, LLC5,000
0.0% of portfolio›$34.0K
Financial Consulate, Inc3,749
0.0% of portfolio›$25.6K
FNY Investment Advisers, LLC3,000
0.0% of portfolio›$20
Washington Trust Advisors, Inc.2,600
0.0% of portfolio›$17.7K
Maryland Capital Advisors Inc.2,498
0.0% of portfolio›$17.0K
Cape Investment Advisory, Inc.1,991
0.0% of portfolio›$13.6K
Main Street Group, LTD1,681
0.0% of portfolio›$11.5K
Assetmark, Inc1,513
0.0% of portfolio›$10.3K
Citizens National Bank Trust Department1,400
0.0% of portfolio›$9.5K
GHP Investment Advisors, Inc.1,229
0.0% of portfolio›$8.4K
IFS Advisors, LLC1,069
0.0% of portfolio›$7.3K
Larson Financial Group LLC921
0.0% of portfolio›$6.3K
Pinnacle Bancorp, Inc.902
0.0% of portfolio›$6.2K
IFP Advisors, Inc836
0.0% of portfolio›$5.7K
Golden State Wealth Management, LLC774
0.0% of portfolio›$5.3K
Trust Co681
0.0% of portfolio›$4.6K
Caldwell Trust Co669
0.0% of portfolio›$4.6K
Parallel Advisors, LLC618
0.0% of portfolio›$4.2K
Nova Financial LLC499
0.0% of portfolio›$3.4K
Clark Wealth Partners494
0.0% of portfolio›$3.4K
Wolff Wiese Magana LLC350
0.0% of portfolio›$2.4K
CX Institutional296
0.0% of portfolio›$2
Root Financial Partners, LLC284
0.0% of portfolio›$1.9K
Trust Co of Toledo NA276
0.0% of portfolio›$1.9K
JFS Wealth Advisors, LLC98
0.0% of portfolio›$675
Pflug Koory, LLC66
0.0% of portfolio›$450
Signaturefd, LLC24
0.0% of portfolio›$165
Buck Wealth Strategies, LLC20
0.0% of portfolio›$136
Gamma Investing LLC7
0.0% of portfolio›$48
Pinnacle Wealth Planning Services, Inc.3
0.0% of portfolio›$20
Sfam, LLC1
0.0% of portfolio›$7
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$267.5K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,125,254$7.7M0.0%ETFLowWaltham, MA2026-11-02
Greatmark Investment Partners, Inc.
975,488$6.7M0.7%ValueVery LowColumbus, GA2026-10-28
Absolute Investment Advisers, LLC
972,216$6.6M0.6%YieldHighRosemary Beach, FL2026-10-21
MGO One Seven LLC
923,880$6.3M0.1%GrowthLowBeachwood, OH2026-10-28
Truist Financial Corp
893,297$6.1M0.0%CoreLowCharlotte, NC2026-10-30
Smith Asset Management Co., LLC
874,373$6.0M4.9%YieldLowChiefland, FL2026-10-16
Kestra Advisory Services, LLC
753,172$5.1M0.0%CoreLowAustin, TX2026-11-02
Lido Advisors, LLC
462,267$3.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Chicago Partners Investment Group LLC
458,934$3.1M0.1%GARPLowChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
366,360$2.5K0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
346,842$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Shaker Financial Services, LLC
300,720$2.1M0.7%YieldHighArlington, VA2026-10-14
Wealth Advisory Solutions, LLC
262,309$1.8M0.4%ETFLowZionsville, IN2026-10-20
MSH Capital Advisors LLC
244,726$1.7M0.3%CoreLowScottsdale, AZ2026-11-03
Davenport & Co LLC
243,350$1.7M0.0%CoreMediumRichmond, VA2026-10-14
Wolverine Asset Management LLC
239,902$1.6M0.0%Deep ValueVery HighChicago, IL2026-11-02
Wright Wealth LLC
237,019$1.6M0.9%ETFLowAtlanta, GA2026-10-29
Capital Investment Advisors, LLC
225,436$1.5M0.0%CoreLowAtlanta, GA2026-10-22
CoreCap Advisors, LLC
219,040$1.5M0.0%ETFMediumSouthfield, MI2026-10-08
Thrivent Financial for Lutherans
161,712$1.1K0.0%GARPMediumMinneapolis, MN2026-11-05
StoneX Group Inc.
155,973$1.1M0.0%ETFMediumNew York, NY2026-11-03
E&G Advisors, LLC
146,627$999.7K0.2%ETFVery LowHouston, TX2026-10-13
Wealthcare Advisory Partners LLC
142,555$972.2K0.0%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
140,883$960.8K0.0%GrowthMediumTampa, FL2026-10-16
Congress Park Capital LLC
117,500$801.4K0.2%ValueLowSaratoga Springs, NY2026-10-13
Wedbush Securities Inc
109,962$7500.0%CoreLowPasadena, CA2026-10-22
Triumph Capital Management
103,000$702.5K0.1%ETFMediumDenver, CO2026-10-14
Highline Wealth Partners LLC
97,769$666.8K0.1%ETFMediumSherman Oaks, CA2026-10-19
Diversify Wealth Management, LLC
95,421$648.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
95,421$648.9K0.0%GrowthLowSandy, UT2026-10-20
Independent Financial Group, LLC
93,583$638.2K0.0%GrowthLowSan Diego, CA2026-10-13
Hennion & Walsh Asset Management, Inc.
85,003$579.7K0.0%ValueMediumParsippany, NJ2026-10-13
Abel Hall, LLC
83,600$570.2K0.1%CoreMediumBaton Rouge, LA2026-10-19
Spire Wealth Management
79,926$545.1K0.0%GrowthMediumMclean, VA2026-10-30
Marino, Stram & Associates LLC
79,161$539.9K0.1%ETFVery LowBraintree, MA2026-10-22
Sage Capital Advisors,llc
77,917$531.4K0.1%CoreLowSioux Falls, SD2026-10-13
Shulman DeMeo Asset Management LLC
77,129$511.4K0.1%ETFVery LowLake Success, NY2026-10-09
RVW Wealth, LLC
70,922$483.7K0.0%ETFVery LowLos Angeles, CA2026-10-06
Investors Asset Management of Georgia Inc
69,250$472.3K0.2%GARPLowAtlanta, GA2026-10-20
Fifth Third Bancorp
69,079$471.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Prospera Financial Services Inc
66,974$466.1K0.0%CoreMediumDallas, TX2026-11-04
Kingsbury Capital Investment Advisors LLC
66,610$454.3K0.4%GrowthMediumEvanston, IL2026-10-20
Live Oak Private Wealth LLC
65,572$447.2K0.1%ValueLowWilmington, NC2026-11-02
Blue Trust, Inc.
61,504$419.5K0.0%ETFLowBrentwood, TN2026-10-15
Core Wealth Partners LLC
59,800$407.8K0.2%GrowthLowSanta Rosa, CA2026-11-02
Allspring Global Investments Holdings, LLC
58,757$400.7K0.0%CoreMediumCharlotte, NC2026-11-04
Ritholtz Wealth Management
55,306$377.2K0.0%IndexLowNew York, NY2026-11-05
Walled Lake Planning & Wealth Management, LLC
55,269$376.9K0.1%ETFLowHighland Park, IL2026-10-29
Centurion Wealth Management LLC
54,499$371.7K0.1%ETFMediumMclean, VA2026-10-13
Accel Wealth Management
53,673$366.0K0.1%ETFLowWaverly, IA2026-10-13
Daymark Wealth Partners, LLC
53,651$365.9K0.0%CoreLowCincinnati, OH2026-11-04
B. Riley Wealth Advisors, Inc.
51,648$352.2K0.0%GrowthLowMemphis, TN2026-10-13
Onyx Financial Advisors, LLC
50,149$342.0K0.1%ETFVery LowIdaho Falls, ID2026-10-21
Investmark Advisory Group LLC
49,571$338.1K0.1%ETFVery LowShelton, CT2026-10-27
International Assets Investment Management, LLC
47,737$328.9K0.0%CoreVery HighOrlando, FL2026-11-02
Future Financial Wealth Managment LLC
46,985$320.4K0.2%ETFMediumCincinnati, OH2026-10-15
Kestra Private Wealth Services, LLC
43,306$295.3K0.0%GrowthLowAustin, TX2026-10-30
Cottage Street Advisors LLC
42,545$290.2K0.1%GrowthLowMarion, MA2026-10-19
NWF Advisory Services Inc.
40,721$277.7K0.0%GARPLowLos Angeles, CA2026-10-19
Samalin Investment Counsel, LLC
39,990$272.7K0.1%YieldMediumChappaqua, NY2026-10-23
First Merchants Corp
38,097$259.8K0.0%GrowthLowMuncie, IN2026-10-15
Kingswood Wealth Advisors, LLC
36,933$251.9K0.0%GrowthLowSan Diego, CA2026-10-23
HUB Investment Partners, LLC
36,017$245.6K0.0%GrowthLowAustin, TX2026-11-03
Smith Chas P & Associates PA Cpas
35,000$237.3K0.0%CoreVery LowLakeland, FL2026-10-22
Patriot Financial Group Insurance Agency, LLC
34,258$233.6K0.0%GrowthLowWalpole, MA2026-10-14
Axxcess Wealth Management, LLC
33,570$228.9K0.0%CoreLowCarlsbad, CA2026-10-21
Concord Wealth Partners
32,009$218.3K0.0%GrowthLowAbingdon, VA2026-11-02
Smithbridge Asset Management Inc
32,000$218.2K0.0%GrowthLowChadds Ford, PA2026-10-19
Oppenheimer & Co Inc
30,902$210.8K0.0%CoreLowNew York, NY2026-10-26
Fortitude Advisory Group L.L.C.
30,732$209.6K0.1%GrowthMediumGig Harbor, WA2026-10-15
J. L. Bainbridge & Co., Inc.
30,571$208.5K0.0%GrowthLowSarasota, FL2026-10-20
D.A. Davidson & Co.
30,487$207.9K0.0%CoreLowGreat Falls, MT2026-10-28
Elevation Point Wealth Partners, LLC
29,972$206.3K0.0%CoreHighDenver, CO2026-11-05
McAlister, Sweet & Associates, Inc.
29,613$202.0K0.1%ETFMediumHouston, TX2026-10-07
Jacobi Capital Management LLC
29,450$200.8K0.0%CoreLowPittston, PA2026-11-05
Physician Wealth Advisors, Inc.
29,367$200.3K0.0%ETFMediumMidvale, UT2026-10-20
Farther Finance Advisors, LLC
28,431$193.9K0.0%IndexLowSan Francisco, CA2026-10-08
Mueller Wealth, LLC
28,255$192.7K0.1%ETFMediumMishicot, WI2026-11-05
Advisor OS, LLC
27,943$190.6K0.0%ETFMediumChicago, IL2026-11-03
Joel Isaacson & Co., LLC
27,867$190.1K0.0%ETFVery LowNew York, NY2026-11-05
J.W. Cole Advisors, Inc.
27,666$188.7K0.0%IndexLowTampa, FL2026-11-05
Creative Planning
26,080$177.9K0.0%IndexVery LowOverland Park, KS2026-11-02
RFG Advisory, LLC
24,933$170.0K0.0%ETFMediumBirmingham, AL2026-11-03
Keybank National Association
24,921$170.0K0.0%CoreLowBrooklyn, OH2026-11-04
Sigma Planning Corp
24,845$169.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Closed-End Fund Advisors, Inc.
24,785$169.0K0.2%YieldMediumRichmond, VA2026-11-04
International Private Wealth Advisors LLC
24,676$168.3K0.1%CoreMediumSan Diego, CA2026-11-05
Duncker Streett & Co Inc
24,474$166.9K0.0%GrowthLowSt. Louis, MO2026-10-27
M Holdings Securities, Inc.
23,647$1640.0%ETFHighPortland, OR2026-11-03
Apollon Wealth Management, LLC
22,994$156.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Glass Jacobson Investment Advisors llc
22,757$155.2K0.0%ETFLowOwings Mills, MD2026-10-26
Gridiron Partners, LLC
21,023$143.4K0.1%ETFLowWexford, PA2026-10-08
Wealth Effects LLC
20,740$141.4K0.0%GrowthLowBoston, MA2026-10-23
15 Wealth Advisors LLC
20,222$137.9K0.0%ETFN/AMundelein, IL2026-10-14
Pacific Wealth Strategies Group, Inc.
20,000$136.4K0.1%ETFMediumSanta Barbara, CA2026-11-02
Gill Capital Partners, LLC
19,704$134.4K0.0%ETFLowDenver, CO2026-10-13
Clifford Swan Investment Counsel LLC
18,952$129.3K0.0%CoreVery LowPasadena, CA2026-11-05
Naples Global Advisors, LLC
18,910$130.0K0.0%CoreVery LowNaples, FL2026-11-05
Valley Brook Capital Group, Inc.
17,909$122.1K0.1%GrowthVery LowVenetia, PA2026-10-26
JB Capital LLC
17,808$121.4K0.0%ETFMediumWethersfield, CT2026-10-19
Waterfront Wealth Inc.
17,329$117.6K0.0%ValueLowOverland Park, KS2026-11-03
Beacon Financial Group
17,050$116.3K0.0%ETFMediumDallas, TX2026-10-19
Huntleigh Advisors, Inc.
16,720$114.0K0.0%GrowthMediumSt. Louis, MO2026-11-03
Realta Investment Advisors
16,699$113.9K0.0%GrowthMediumWilmington, DE2026-10-14
Private Trust Co NA
16,683$113.8K0.0%CoreLowCleveland, OH2026-10-20
EverSource Wealth Advisors, LLC
16,645$113.5K0.0%CoreMediumBirmingham, AL2026-11-04
Compass Financial Management LLC
16,259$110.9K0.0%CoreN/ATampa, FL2026-10-30
First Bank & Trust
16,220$110.6K0.0%CoreLowBrookings, SD2026-10-19
Burney Co/
16,148$110.1K0.0%GARPMediumReston, VA2026-10-15
US Bancorp \de\
15,762$107.5K0.0%IndexLowMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
14,259$97.3K0.0%CoreLowNew York, NY2026-11-05
Parsons Capital Management Inc
14,193$96.8K0.0%CoreLowProvidence, RI2026-10-28
Etesian Wealth Advisors, Inc.
14,000$95.5K0.0%ETFLowWest Linn, OR2026-10-27
Schear Investment Advisers, LLC
13,562$92.5K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
13,562$92.5K0.0%Agg GrowthLowIndependence, OH2026-10-14
Wesbanco Bank Inc
13,472$91.9K0.0%CoreLowWheeling, WV2026-11-04
Wagner Wealth Management, LLC
13,400$91.4K0.0%ETFLowGreenville, SC2026-10-21
First Heartland Consultants, Inc.
13,117$84.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
180 Wealth Advisors, LLC
12,933$88.2K0.0%CoreLowFederal Way, WA2026-11-03
Smith Shellnut Wilson LLC
12,855$87.7K0.0%CoreVery LowRidgeland, MS2026-10-21
SFE Investment Counsel
12,816$87.4K0.0%CoreLowLos Angeles, CA2026-10-29
Diesslin Group, Inc.
12,760$87.0K0.0%ETFMediumFort Worth, TX2026-10-14
Gerber Kawasaki Wealth & Investment Management
12,731$86.8K0.0%ETFLowSanta Monica, CA2026-10-29
Capital Investment Advisory Services, LLC
12,498$85.2K0.0%CoreMediumRaleigh, NC2026-10-30
Johnson & White Wealth Management, LLC
12,459$85.0K0.0%ETFVery LowYork, PA2026-11-03
Certified Advisory Corp
12,321$84.0K0.0%ETFLowAltamonte Springs, FL2026-10-29
Powell Investment Advisors, LLC
12,284$84.5K0.0%ETFVery LowMiami, FL2026-10-22
Post Resch Tallon Group Inc.
12,215$83.3K0.1%ETFLowPittsford, NY2026-10-09
Coastline Trust Co
12,143$82.8K0.0%GrowthVery LowProvidence, RI2026-10-01
Cahaba Wealth Management, Inc.
12,108$82.6K0.0%ETFVery LowAtlanta, GA2026-10-26
Sage Capital Management, LLC
12,000$81.8K0.0%ETFLowStockton, NJ2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
12,000$81.6K0.0%ETFLowThe Woodlands, TX2026-10-21
Integrity Alliance, Llc.
11,929$81.4K0.0%ETFMediumUrbandale, IA2026-10-29
Park Avenue Securities LLC
11,852$810.0%ETFMediumNew York, NY2026-10-26
Steel Grove Capital Advisors, LLC
11,653$79.5K0.0%ETFLowMemphis, TN2026-10-13
Beacon Financial Advisory LLC
11,524$78.6K0.0%ETFLowCleveland, OH2026-10-16
LifeSteps Financial, Inc.
11,520$78.6K0.0%ETFLowClaremont, CA2026-10-15
W.H. Cornerstone Investments Inc.
11,173$76.2K0.0%CoreLowKingston, MA2026-11-03
BankPlus Wealth Management LLC
10,892$74.3K0.0%ETFLowJackson, MS2026-10-13
Hoge Financial Services, LLC
10,213$69.7K0.0%ETFVery LowCanonsburg, PA2026-11-05
Pathway Financial Advisers, LLC
8,916$60.8K0.0%CoreLowAuburn, IN2026-10-27
Halbert Hargrove Global Advisors, LLC
8,500$58.0K0.0%ETFLowLong Beach, CA2026-10-16
Lanark Financial, Inc.
7,847$53.5K0.0%CoreMediumBirmingham, AL2026-10-26
Central Trust Co
7,493$51.1K0.0%CoreLowJefferson City, MO2026-11-05
Harbor Investment Advisory, LLC
6,248$42.6K0.0%GrowthLowLutherville, MD2026-10-13
Mather Group, Llc.
5,222$35.6K0.0%ETFMediumChicago, IL2026-10-14
Hazlett, Burt & Watson, Inc.
5,065$350.0%CoreVery LowWheeling, WV2026-11-04
Transce3nd, LLC
5,000$34.0K0.0%GrowthLowBuda, TX2026-10-26
Financial Consulate, Inc
3,749$25.6K0.0%ETFLowHunt Valley, MD2026-10-23
FNY Investment Advisers, LLC
3,000$200.0%GrowthVery HighNew York, NY2026-10-16
Washington Trust Advisors, Inc.
2,600$17.7K0.0%GrowthLowWellesley, MA2026-10-22
Maryland Capital Advisors Inc.
2,498$17.0K0.0%ETFVery LowChester, MD2026-10-15
Cape Investment Advisory, Inc.
1,991$13.6K0.0%ETFLowMcdonough, GA2026-10-13
Main Street Group, LTD
1,681$11.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Assetmark, Inc
1,513$10.3K0.0%ETFLowConcord, CA2026-10-21
Citizens National Bank Trust Department
1,400$9.5K0.0%CoreVery LowMeridian, MS2026-11-04
GHP Investment Advisors, Inc.
1,229$8.4K0.0%CoreVery LowDenver, CO2026-10-15
IFS Advisors, LLC
1,069$7.3K0.0%ETFLowOverland Park, KS2026-10-14
Larson Financial Group LLC
921$6.3K0.0%GrowthLowSt Louis, MO2026-11-05
Pinnacle Bancorp, Inc.
902$6.2K0.0%CoreVery LowBeatrice, NE2026-10-21
IFP Advisors, Inc
836$5.7K0.0%GrowthLowTampa, FL2026-10-16
Golden State Wealth Management, LLC
774$5.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Trust Co
681$4.6K0.0%ETFVery LowManhattan, KS2026-10-09
Caldwell Trust Co
669$4.6K0.0%GrowthLowVenice, FL2026-10-30
Parallel Advisors, LLC
618$4.2K0.0%IndexLowSan Francisco, CA2026-11-03
Nova Financial LLC
499$3.4K0.0%N/AN/ATucson, AZ2026-11-04
Clark Wealth Partners
494$3.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Wolff Wiese Magana LLC
350$2.4K0.0%GrowthLowCarslbad, CA2026-10-15
CX Institutional
296$20.0%CoreMediumAuburn, IN2026-10-02
Root Financial Partners, LLC
284$1.9K0.0%ETFMediumEncinitas, CA2026-10-21
Trust Co of Toledo NA
276$1.9K0.0%GrowthVery LowHolland, OH2026-10-16
JFS Wealth Advisors, LLC
98$6750.0%ETFVery LowHermitage, PA2026-11-03
Pflug Koory, LLC
66$4500.0%CoreVery LowOmaha, NE2026-10-26
Signaturefd, LLC
24$1650.0%IndexLowAtlanta, GA2026-10-23
Buck Wealth Strategies, LLC
20$1360.0%ValueMediumDenver, CO2026-10-28
Gamma Investing LLC
7$480.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
3$200.0%GARPLowMansfield, OH2026-10-27
Sfam, LLC
1$70.0%ETFVery LowElmhurst, IL2026-11-03
Prairie Wealth Advisors, Inc.
0$267.5K0.1%CoreVery LowOmaha, NE2026-10-29