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Txnm Energy Inc (TXNM)

CUSIP: 69349H107 | NYSE | Utilities · Utilities - Regulated Electric | Mid Cap | 1209 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, Inc.14,225,75512.9%New 5%+ stakeSep 30, 202692d ahead of 13F (14,595,837 sh) · −370,082
13G/ABAM GP LLC7,113,0616.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13GPentwater Capital Management LP6,487,5005.9%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.14,225,755
12.9% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (14,595,837 sh) · −370,082
13G/ABAM GP LLC7,113,061
6.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13GPentwater Capital Management LP6,487,500
5.9% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp748,381
0.0% of portfolio›$43.6M
Calamos Advisors LLC380,686
0.1% of portfolio›$22.2M
Principal Financial Group Inc234,236
0.0% of portfolio›$13.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS173,680
0.0% of portfolio›$10.1M
Retirement Systems of Alabama103,366
0.0% of portfolio›$6.0M
Truist Financial Corp94,560
0.0% of portfolio›$5.5M
Creative Planning76,728
0.0% of portfolio›$4.5M
New York State Teachers Retirement System57,514
0.0% of portfolio›$3.4K
Citigroup Inc53,965
0.0% of portfolio›$3.1M
Dimensional Fund Advisors LP47,169
0.0% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC47,027
0.0% of portfolio›$2.4M
Amalgamated Bank43,055
0.0% of portfolio›$2.5K
State of New Jersey Common Pension Fund D36,097
0.0% of portfolio›$2.1M
Mutual of America Capital Management LLC35,523
0.0% of portfolio›$2.1M
ABC Arbitrage SA34,747
0.2% of portfolio›$2.0M
Fifth Third Bancorp32,377
0.0% of portfolio›$1.9M
TD Waterhouse Canada Inc.32,172
0.0% of portfolio›$1.9M
Nisa Investment Advisors, LLC31,025
0.0% of portfolio›$1.8M
Louisiana State Employees Retirement System29,800
0.0% of portfolio›$1.7M
Alps Advisors Inc29,546
0.0% of portfolio›$1.7M
Chicago Partners Investment Group LLC29,538
0.0% of portfolio›$1.7M
Achmea Investment Management B.V.29,500
0.0% of portfolio›$1.7M
Arizona State Retirement System28,063
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC25,922
0.0% of portfolio›$1.5M
Versor Investments LP24,694
2.4% of portfolio›$1.4M
State of Michigan Retirement System23,489
0.0% of portfolio›$1.4M
Thrivent Financial for Lutherans21,961
0.0% of portfolio›$1.3K
Moody National Bank Trust Division21,267
0.1% of portfolio›$1.2M
Oregon Public Employees Retirement Fund20,739
0.0% of portfolio›$1.2M
Gamma Investing LLC19,842
0.0% of portfolio›$1.2M
ProShare Advisors LLC17,739
0.0% of portfolio›$1.0M
Pictet Asset Management Holding SA16,887
0.0% of portfolio›$984.9K
Evergreen Capital Management LLC16,176
0.0% of portfolio›$943.4K
Strs Ohio16,100
0.0% of portfolio›$939.0K
Quadrant Capital Group LLC15,946
0.0% of portfolio›$933.3K
State of Alaska, Department of Revenue15,500
0.0% of portfolio›$902
Xponance LLC14,896
0.0% of portfolio›$868.7K
Exchange Traded Concepts, LLC14,559
0.0% of portfolio›$849.1K
Vise Technologies, Inc.13,998
0.0% of portfolio›$816.4K
HB Wealth Management, LLC13,556
0.0% of portfolio›$790.6K
Inspire Investing, LLC13,131
0.0% of portfolio›$765.8K
Moody Lynn Lieberson & Walker, LLC11,976
0.0% of portfolio›$698.4K
Vista Investment Partners LLC11,449
0.2% of portfolio›$667.7K
Bank & Trust Co11,003
0.4% of portfolio›$641.7K
Hennion & Walsh Asset Management, Inc.10,328
0.0% of portfolio›$602.3K
IFM Investors Pty Ltd10,311
0.0% of portfolio›$601.3K
Y-Intercept (Hong Kong) Ltd9,906
0.0% of portfolio›$577.7K
Brighton Jones LLC8,862
0.0% of portfolio›$516.8K
Olympiad Research LP8,663
0.7% of portfolio›$505.2K
Commonwealth Equity Services, LLC8,240
0.0% of portfolio›$480.5K
Abel Hall, LLC7,917
0.1% of portfolio›$461.7K
Swiss Life Asset Management Ltd6,790
0.0% of portfolio›$396.0K
First Citizens Bank & Trust Co6,399
0.0% of portfolio›$373.2K
Lido Advisors, LLC6,172
0.0% of portfolio›$360.0K
NorthCrest Asset Manangement, LLC5,738
0.0% of portfolio›$336.1K
Signaturefd, LLC5,717
0.0% of portfolio›$333.4K
Spirit of America Management Corp5,600
0.1% of portfolio›$326.6K
Parallel Advisors, LLC5,380
0.0% of portfolio›$313.8K
Concurrent Investment Advisors, LLC5,118
0.0% of portfolio›$298.5K
Crossmark Global Holdings, Inc.5,018
0.0% of portfolio›$292.7K
Citizens Financial Group Inc4,696
0.0% of portfolio›$273.9K
US Bancorp \de\4,572
0.0% of portfolio›$266.6K
Perigon Wealth Management, LLC4,360
0.0% of portfolio›$254.3K
Praxis Investment Management Inc4,340
0.0% of portfolio›$253
Themes Management Co LLC4,255
0.2% of portfolio›$248.2K
Profund Advisors LLC4,169
0.0% of portfolio›$243.1K
Simplex Trading, LLC4,137
0.0% of portfolio›$241.3K
Krilogy Financial LLC3,674
0.0% of portfolio›$214.6K
KBC Group NV3,013
0.0% of portfolio›$176
Pinnacle Wealth Planning Services, Inc.2,882
0.0% of portfolio›$168.1K
Larson Financial Group LLC2,863
0.0% of portfolio›$167.0K
EverSource Wealth Advisors, LLC2,585
0.0% of portfolio›$150.8K
Farther Finance Advisors, LLC2,544
0.0% of portfolio›$148.4K
Sterling Capital Management LLC2,291
0.0% of portfolio›$133.6K
IFP Advisors, Inc2,080
0.0% of portfolio›$121.3K
Rydar Equities, Inc.1,798
0.1% of portfolio›$105.2K
Trust Co of Vermont1,500
0.0% of portfolio›$87.5K
Versant Capital Management, Inc1,347
0.0% of portfolio›$78.6K
Bayforest Capital Ltd1,104
0.1% of portfolio›$64.4K
Essential Partners LLC854
0.0% of portfolio›$49.8K
True Wealth Design, LLC786
0.0% of portfolio›$45.8K
North Star Investment Management Corp.739
0.0% of portfolio›$43.1K
Eastern Bank686
0.0% of portfolio›$40.0K
Bare Financial Services, Inc618
0.0% of portfolio›$36.0K
Harbor Investment Advisory, LLC598
0.0% of portfolio›$34.9K
Ares Financial Consulting, LLC536
0.0% of portfolio›$31.3K
SJS Investment Consulting Inc.534
0.0% of portfolio›$31.2K
Cape Investment Advisory, Inc.507
0.0% of portfolio›$29.6K
Hughes Financial Services, LLC475
0.0% of portfolio›$27.9K
MassMutual Private Wealth & Trust, FSB474
0.0% of portfolio›$27.6K
Harbor Capital Advisors, Inc.378
0.0% of portfolio›$22
Mitsubishi UFJ Asset Management Co., Ltd.377
0.0% of portfolio›$22.0K
Westside Investment Management, Inc.371
0.0% of portfolio›$21.7K
Silver Grove Financial Group, Inc.326
0.0% of portfolio›$19.0K
Bell Investment Advisors, Inc325
0.0% of portfolio›$19.0K
Assetmark, Inc302
0.0% of portfolio›$17.6K
Marquette Asset Management, LLC297
0.0% of portfolio›$17.3K
Private Wealth Management Group, LLC280
0.0% of portfolio›$16.3K
Parkside Financial Bank & Trust279
0.0% of portfolio›$16.3K
Pittenger & Anderson Inc250
0.0% of portfolio›$14.6K
Elyxium Wealth, LLC239
0.0% of portfolio›$13.9K
Salomon & Ludwin, LLC231
0.0% of portfolio›$13.5K
Manchester Capital Management LLC228
0.0% of portfolio›$13.3K
Capital Advisors, Ltd. LLC219
0.0% of portfolio›$13
Root Financial Partners, LLC199
0.0% of portfolio›$11.6K
Activest Wealth Management172
0.0% of portfolio›$10.0K
Covestor Ltd167
0.0% of portfolio›$10
Provenance Wealth Advisors, LLC158
0.0% of portfolio›$9.2K
TD Private Client Wealth LLC136
0.0% of portfolio›$7.9K
First Horizon Corp109
0.0% of portfolio›$6.4K
Ascentis Independent Advisors103
0.0% of portfolio›$6.0K
Pension & Wealth Management Advisors, Inc.83
0.0% of portfolio›$4.8K
Farmers & Merchants Investments Inc81
0.0% of portfolio›$4.7K
Torren Management, LLC80
0.0% of portfolio›$4.6K
Physician Wealth Advisors, Inc.69
0.0% of portfolio›$4.0K
Avion Wealth63
0.0% of portfolio›$3
Cedar Mountain Advisors, LLC63
0.0% of portfolio›$3.7K
WPG Advisers, LLC54
0.0% of portfolio›$3.1K
GK Wealth Management LLC48
0.0% of portfolio›$2.8K
Rossby Financial, LCC43
0.0% of portfolio›$2.5K
JFS Wealth Advisors, LLC41
0.0% of portfolio›$2.4K
Private Trust Co NA39
0.0% of portfolio›$2.3K
Smallwood Wealth Investment Management, LLC24
0.0% of portfolio›$1.4K
Valley National Advisers Inc21
0.0% of portfolio›$1.2K
American Capital Advisory, LLC19
0.0% of portfolio›$1.1K
Planning Strategies Inc.17
0.0% of portfolio›$991
Financial Network Wealth Advisors LLC14
0.0% of portfolio›$816
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$759
Blue Trust, Inc.11
0.0% of portfolio›$643
GHP Investment Advisors, Inc.10
0.0% of portfolio›$584
Rakuten Securities, Inc.10
0.0% of portfolio›$583
Financial Management Professionals, Inc.8
0.0% of portfolio›$467
Buck Wealth Strategies, LLC7
0.0% of portfolio›$408
James T. Borello RIA5
0.0% of portfolio›$292
SBI Securities Co., Ltd.3
0.0% of portfolio›$175
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$117
TFC Financial Management, Inc.2
0.0% of portfolio›$117
Quaker Wealth Management, LLC2
0.0% of portfolio›$117
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
748,381$43.6M0.0%CoreLowNew York, NY2026-11-05
Calamos Advisors LLC
380,686$22.2M0.1%GrowthMediumNaperville, IL2026-11-02
Principal Financial Group Inc
234,236$13.7M0.0%CoreLowDes Moines, IA2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
173,680$10.1M0.0%CoreLowHarrisburg, PA2026-11-03
Retirement Systems of Alabama
103,366$6.0M0.0%IndexLowMontgomery, AL2026-11-04
Truist Financial Corp
94,560$5.5M0.0%CoreLowCharlotte, NC2026-10-30
Creative Planning
76,728$4.5M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
57,514$3.4K0.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
53,965$3.1M0.0%CoreMediumNew York, NY2026-11-04
Dimensional Fund Advisors LP
47,169$2.8M0.0%IndexLowAustin, TX2026-11-04
Wealth Enhancement Advisory Services, LLC
47,027$2.4M0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
43,055$2.5K0.0%CoreVery LowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
36,097$2.1M0.0%CoreLowTrenton, NJ2026-11-05
Mutual of America Capital Management LLC
35,523$2.1M0.0%IndexLowNew York, NY2026-10-23
ABC Arbitrage SA
34,747$2.0M0.2%YieldVery HighParis, India2026-10-23
Fifth Third Bancorp
32,377$1.9M0.0%IndexVery LowCincinnati, OH2026-11-05
TD Waterhouse Canada Inc.
32,172$1.9M0.0%CoreLowToronto, Australia2026-10-16
Nisa Investment Advisors, LLC
31,025$1.8M0.0%IndexVery LowSt. Louis, MO2026-10-20
Louisiana State Employees Retirement System
29,800$1.7M0.0%IndexLowBaton Rouge, LA2026-10-20
Alps Advisors Inc
29,546$1.7M0.0%YieldLowDenver, CO2026-11-03
Chicago Partners Investment Group LLC
29,538$1.7M0.0%GARPLowChicago, IL2026-10-27
Achmea Investment Management B.V.
29,500$1.7M0.0%CoreMediumZeist, Philippines2026-10-30
Arizona State Retirement System
28,063$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
25,922$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Versor Investments LP
24,694$1.4M2.4%ValueVery HighNew York, NY2026-10-23
State of Michigan Retirement System
23,489$1.4M0.0%IndexLowEast Lansing, MI2026-10-27
Thrivent Financial for Lutherans
21,961$1.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Moody National Bank Trust Division
21,267$1.2M0.1%CoreMediumGalveston, TX2026-10-06
Oregon Public Employees Retirement Fund
20,739$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Gamma Investing LLC
19,842$1.2M0.0%IndexVery LowFoster City, CA2026-10-08
ProShare Advisors LLC
17,739$1.0M0.0%GrowthLowBethesda, MD2026-10-29
Pictet Asset Management Holding SA
16,887$984.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Evergreen Capital Management LLC
16,176$943.4K0.0%GARPMediumBellevue, WA2026-10-23
Strs Ohio
16,100$939.0K0.0%CoreMediumColumbus, OH2026-10-30
Quadrant Capital Group LLC
15,946$933.3K0.0%CoreLowCincinnati, OH2026-10-20
State of Alaska, Department of Revenue
15,500$9020.0%CoreVery LowJuneau, AK2026-10-15
Xponance LLC
14,896$868.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Exchange Traded Concepts, LLC
14,559$849.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Vise Technologies, Inc.
13,998$816.4K0.0%IndexLowNew York, NY2026-10-29
HB Wealth Management, LLC
13,556$790.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Inspire Investing, LLC
13,131$765.8K0.0%GARPHighMeridian, ID2026-10-22
Moody Lynn Lieberson & Walker, LLC
11,976$698.4K0.0%MomentumLowBoston, MA2026-10-14
Vista Investment Partners LLC
11,449$667.7K0.2%MomentumMediumOklahoma City, OK2026-10-08
Bank & Trust Co
11,003$641.7K0.4%ValueVery LowLitchfield, IL2026-10-07
Hennion & Walsh Asset Management, Inc.
10,328$602.3K0.0%ValueMediumParsippany, NJ2026-10-13
IFM Investors Pty Ltd
10,311$601.3K0.0%IndexVery LowMelbourne, China2026-10-14
Y-Intercept (Hong Kong) Ltd
9,906$577.7K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Brighton Jones LLC
8,862$516.8K0.0%CoreVery LowSeattle, WA2026-11-03
Olympiad Research LP
8,663$505.2K0.7%Deep ValueVery HighStamford, CT2026-11-04
Commonwealth Equity Services, LLC
8,240$480.5K0.0%ETFLowWaltham, MA2026-11-02
Abel Hall, LLC
7,917$461.7K0.1%CoreMediumBaton Rouge, LA2026-10-19
Swiss Life Asset Management Ltd
6,790$396.0K0.0%CoreLowZurich, Switzerland2026-11-03
First Citizens Bank & Trust Co
6,399$373.2K0.0%CoreMediumRaleigh, NC2026-10-14
Lido Advisors, LLC
6,172$360.0K0.0%GrowthLowLos Angeles, CA2026-11-04
NorthCrest Asset Manangement, LLC
5,738$336.1K0.0%GrowthLowPlymouth, MN2026-10-13
Signaturefd, LLC
5,717$333.4K0.0%IndexLowAtlanta, GA2026-10-23
Spirit of America Management Corp
5,600$326.6K0.1%GARPLowSyosset, NY2026-10-14
Parallel Advisors, LLC
5,380$313.8K0.0%IndexLowSan Francisco, CA2026-11-03
Concurrent Investment Advisors, LLC
5,118$298.5K0.0%GrowthMediumTampa, FL2026-10-16
Crossmark Global Holdings, Inc.
5,018$292.7K0.0%GARPMediumHouston, TX2026-10-21
Citizens Financial Group Inc
4,696$273.9K0.0%GrowthLowProvidence, RI2026-10-23
US Bancorp \de\
4,572$266.6K0.0%IndexLowMinneapolis, MN2026-11-05
Perigon Wealth Management, LLC
4,360$254.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Praxis Investment Management Inc
4,340$2530.0%CoreLowGoshen, IN2026-11-03
Themes Management Co LLC
4,255$248.2K0.2%GARPMediumGreenwich, CT2026-10-29
Profund Advisors LLC
4,169$243.1K0.0%GrowthLowBethesda, MD2026-10-29
Simplex Trading, LLC
4,137$241.3K0.0%CoreVery HighChicago, IL2026-11-04
Krilogy Financial LLC
3,674$214.6K0.0%GrowthLowSt. Louis, MO2026-10-13
KBC Group NV
3,013$1760.0%CoreMediumBrussels, Czech Republic2026-10-22
Pinnacle Wealth Planning Services, Inc.
2,882$168.1K0.0%GARPLowMansfield, OH2026-10-27
Larson Financial Group LLC
2,863$167.0K0.0%GrowthLowSt Louis, MO2026-11-05
EverSource Wealth Advisors, LLC
2,585$150.8K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
2,544$148.4K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
2,291$133.6K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
2,080$121.3K0.0%GrowthLowTampa, FL2026-10-16
Rydar Equities, Inc.
1,798$105.2K0.1%CoreVery LowWeatherford, TX2026-10-13
Trust Co of Vermont
1,500$87.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Versant Capital Management, Inc
1,347$78.6K0.0%GARPLowPhoenix, AZ2026-10-02
Bayforest Capital Ltd
1,104$64.4K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Essential Partners LLC
854$49.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
786$45.8K0.0%ETFMediumAkron, OH2026-10-13
North Star Investment Management Corp.
739$43.1K0.0%CoreLowChicago, IL2026-10-27
Eastern Bank
686$40.0K0.0%GrowthMediumBoston, MA2026-10-05
Bare Financial Services, Inc
618$36.0K0.0%ETFVery LowGap, PA2026-11-04
Harbor Investment Advisory, LLC
598$34.9K0.0%GrowthLowLutherville, MD2026-10-13
Ares Financial Consulting, LLC
536$31.3K0.0%CoreLowCalabasas, CA2026-10-19
SJS Investment Consulting Inc.
534$31.2K0.0%ETFVery LowSylvania, OH2026-10-26
Cape Investment Advisory, Inc.
507$29.6K0.0%ETFLowMcdonough, GA2026-10-13
Hughes Financial Services, LLC
475$27.9K0.0%ETFLowHerndon, VA2026-10-30
MassMutual Private Wealth & Trust, FSB
474$27.6K0.0%CoreLowSpringfield, MA2026-10-05
Harbor Capital Advisors, Inc.
378$220.0%ValueHighChicago, IL2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
377$22.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Westside Investment Management, Inc.
371$21.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Silver Grove Financial Group, Inc.
326$19.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Bell Investment Advisors, Inc
325$19.0K0.0%ETFVery LowOrinda, CA2026-10-29
Assetmark, Inc
302$17.6K0.0%ETFLowConcord, CA2026-10-21
Marquette Asset Management, LLC
297$17.3K0.0%ETFVery LowMinneapolis, MN2026-10-09
Private Wealth Management Group, LLC
280$16.3K0.0%ETFLowPrinceton, NJ2026-10-19
Parkside Financial Bank & Trust
279$16.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pittenger & Anderson Inc
250$14.6K0.0%CoreLowLincoln, NE2026-11-02
Elyxium Wealth, LLC
239$13.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Salomon & Ludwin, LLC
231$13.5K0.0%ETFVery LowRichmond, VA2026-10-29
Manchester Capital Management LLC
228$13.3K0.0%CoreLowManchester, VT2026-10-22
Capital Advisors, Ltd. LLC
219$130.0%ETFLowShaker Heights, OH2026-10-27
Root Financial Partners, LLC
199$11.6K0.0%ETFMediumEncinitas, CA2026-10-21
Activest Wealth Management
172$10.0K0.0%ETFLowAventura, FL2026-10-15
Covestor Ltd
167$100.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
158$9.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
TD Private Client Wealth LLC
136$7.9K0.0%ETFLowNew York, NY2026-10-28
First Horizon Corp
109$6.4K0.0%CoreLowMemphis, TN2026-10-26
Ascentis Independent Advisors
103$6.0K0.0%ETFLowDallas, TX2026-11-03
Pension & Wealth Management Advisors, Inc.
83$4.8K0.0%ETFLowWaltham, MA2026-10-16
Farmers & Merchants Investments Inc
81$4.7K0.0%CoreVery LowLincoln, NE2026-10-22
Torren Management, LLC
80$4.6K0.0%ETFMediumSan Diego, CA2026-10-29
Physician Wealth Advisors, Inc.
69$4.0K0.0%ETFMediumMidvale, UT2026-10-20
Avion Wealth
63$30.0%ETFLowThe Woodlands, TX2026-11-04
Cedar Mountain Advisors, LLC
63$3.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
WPG Advisers, LLC
54$3.1K0.0%CoreLowBaltimore, MD2026-10-27
GK Wealth Management LLC
48$2.8K0.0%GARPVery HighReno, NV2026-10-09
Rossby Financial, LCC
43$2.5K0.0%ETFMediumMelbourne, FL2026-11-05
JFS Wealth Advisors, LLC
41$2.4K0.0%ETFVery LowHermitage, PA2026-11-03
Private Trust Co NA
39$2.3K0.0%CoreLowCleveland, OH2026-10-20
Smallwood Wealth Investment Management, LLC
24$1.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Valley National Advisers Inc
21$1.2K0.0%ETFLowBethlehem, PA2026-10-23
American Capital Advisory, LLC
19$1.1K0.0%ETFLowKetchum, ID2026-10-28
Planning Strategies Inc.
17$9910.0%ETFN/ALancaster, PA2026-10-02
Financial Network Wealth Advisors LLC
14$8160.0%ETFLowMurray, UT2026-10-28
DiNuzzo Private Wealth, Inc.
13$7590.0%ETFLowBeaver, PA2026-10-16
Blue Trust, Inc.
11$6430.0%ETFLowBrentwood, TN2026-10-15
GHP Investment Advisors, Inc.
10$5840.0%CoreVery LowDenver, CO2026-10-15
Rakuten Securities, Inc.
10$5830.0%Agg GrowthHighTokyo, Mexico2026-11-02
Financial Management Professionals, Inc.
8$4670.0%ETFMediumAustin, TX2026-10-23
Buck Wealth Strategies, LLC
7$4080.0%ValueMediumDenver, CO2026-10-28
James T. Borello RIA
5$2920.0%ETFVery LowEast Dundee, IL2026-10-16
SBI Securities Co., Ltd.
3$1750.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bay Harbor Wealth Management, LLC
2$1170.0%ETFMediumHunt Valley, MD2026-11-03
TFC Financial Management, Inc.
2$1170.0%ETFVery LowBoston, MA2026-10-26
Quaker Wealth Management, LLC
2$1170.0%ETFMediumMoorestown, NJ2026-10-22