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Penumbra Inc (PEN)

CUSIP: 70975L107 | NYSE | Healthcare · Medical Devices | Large Cap | 1193 institutional holders

Quarters

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

Citigroup Inc484,609
0.1% of portfolio›$154.3M
Dimensional Fund Advisors LP300,120
0.0% of portfolio›$95.5M
Bank of New York Mellon Corp228,824
0.0% of portfolio›$72.8M
Calamos Advisors LLC91,863
0.1% of portfolio›$29.2M
Principal Financial Group Inc89,867
0.0% of portfolio›$28.6M
Carret Asset Management, LLC72,000
2.0% of portfolio›$22.9M
C WorldWide Group Holding A/S72,000
0.0% of portfolio›$22.9K
Retirement Systems of Alabama40,628
0.0% of portfolio›$12.9M
New York State Teachers Retirement System34,496
0.0% of portfolio›$11.0K
Citizens Financial Group Inc31,277
0.1% of portfolio›$10.0M
Onyx Bridge Wealth Group LLC26,730
0.7% of portfolio›$8.5M
Warberg Asset Management LLC25,100
1.1% of portfolio›$8.0M
ABC Arbitrage SA22,223
0.7% of portfolio›$7.1M
Gateway Investment Advisers LLC21,973
0.1% of portfolio›$7.0M
Cordgrass Capital Advisors, LLC20,430
2.4% of portfolio›$6.5M
Amalgamated Bank18,802
0.0% of portfolio›$6.0K
Mutual of America Capital Management LLC14,357
0.0% of portfolio›$4.6M
Machina Capital S.A.S.12,263
0.5% of portfolio›$3.9M
State of New Jersey Common Pension Fund D12,135
0.0% of portfolio›$3.9M
Louisiana State Employees Retirement System11,700
0.1% of portfolio›$3.7M
Yousif Capital Management, LLC10,597
0.0% of portfolio›$3.4M
Arizona State Retirement System10,523
0.0% of portfolio›$3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,402
0.0% of portfolio›$3.0M
State of Michigan Retirement System9,214
0.0% of portfolio›$2.9M
AGF Management LTD8,730
0.0% of portfolio›$2.8M
Thrivent Financial for Lutherans8,632
0.0% of portfolio›$2.7K
Xponance LLC8,231
0.0% of portfolio›$2.6M
Oregon Public Employees Retirement Fund8,130
0.0% of portfolio›$2.6M
New Mexico Educational Retirement Board7,800
0.0% of portfolio›$2.5K
Fifth Third Bancorp7,609
0.0% of portfolio›$2.4M
Versor Investments LP7,196
3.8% of portfolio›$2.3M
Exchange Traded Concepts, LLC7,179
0.0% of portfolio›$2.3M
Apollon Wealth Management, LLC6,903
0.0% of portfolio›$2.2M
Linden Thomas Advisory Services, LLC6,446
0.2% of portfolio›$2.1M
Washington Trust Advisors, Inc.5,928
0.1% of portfolio›$1.9M
Pictet Asset Management Holding SA5,793
0.0% of portfolio›$1.8M
New York Life Investment Management LLC5,495
0.0% of portfolio›$1.7M
US Bancorp \de\5,296
0.0% of portfolio›$1.7M
Congress Asset Management Co4,900
0.0% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC4,650
0.0% of portfolio›$1.5M
Radnor Capital Management, LLC4,233
0.2% of portfolio›$1.3M
Creative Planning3,933
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue3,734
0.0% of portfolio›$1.2K
Ethic Inc.3,574
0.0% of portfolio›$1.1M
Crossmark Global Holdings, Inc.3,112
0.0% of portfolio›$990.7K
Quadrant Capital Group LLC3,065
0.0% of portfolio›$980.8K
Simplex Trading, LLC3,021
0.0% of portfolio›$961.7K
Yorktown Management & Research Co Inc3,000
0.6% of portfolio›$955.0K
Imc-Chicago, LLC2,673
0.0% of portfolio›$850.9K
Northstar Asset Management Co2,654
0.2% of portfolio›$858.7K
Gamma Investing LLC2,622
0.0% of portfolio›$834.7K
Swiss Life Asset Management Ltd2,555
0.0% of portfolio›$813.4K
Cache Advisors, LLC2,250
0.0% of portfolio›$716.3K
Maryland State Retirement & Pension System2,220
0.0% of portfolio›$706.7K
Evergreen Capital Management LLC2,036
0.0% of portfolio›$648.1K
Inspire Investing, LLC1,999
0.0% of portfolio›$636.4K
J2 Capital Management Inc1,731
0.3% of portfolio›$551.0K
ProShare Advisors LLC1,496
0.0% of portfolio›$476.2K
Diversify Advisory Services, LLC1,442
0.0% of portfolio›$463.1K
Diversify Wealth Management, LLC1,442
0.0% of portfolio›$463.1K
Fifth Third Wealth Advisors LLC1,429
0.0% of portfolio›$454.9K
Vise Technologies, Inc.1,340
0.0% of portfolio›$426.6K
Praxis Investment Management Inc1,280
0.0% of portfolio›$407
CIBC Asset Management Inc1,208
0.0% of portfolio›$384.6K
North Dakota State Investment Board1,166
0.0% of portfolio›$371.2K
KBC Group NV1,104
0.0% of portfolio›$351
StoneX Group Inc.1,079
0.0% of portfolio›$346.7K
HB Wealth Management, LLC1,007
0.0% of portfolio›$320.6K
Transmarket Holdings LP950
0.2% of portfolio›$302.4K
Concurrent Investment Advisors, LLC906
0.0% of portfolio›$288.4K
Profund Advisors LLC859
0.0% of portfolio›$273.5K
Founders Grove Wealth Partners, LLC791
0.0% of portfolio›$251.8K
Fragasso Financial Advisors Inc787
0.0% of portfolio›$251.4K
Norden Group LLC661
0.0% of portfolio›$210.4K
Strs Ohio523
0.0% of portfolio›$166.5K
Parallel Advisors, LLC514
0.0% of portfolio›$163.6K
Covestor Ltd465
0.0% of portfolio›$148
Nisa Investment Advisors, LLC366
0.0% of portfolio›$116.5K
University of Texas S AM Investment Management Co337
0.0% of portfolio›$107.3K
Leonteq Securities AG300
0.0% of portfolio›$95.5K
Elyxium Wealth, LLC260
0.0% of portfolio›$82.8K
Central Trust Co230
0.0% of portfolio›$73.2K
Hurley Capital, LLC230
0.0% of portfolio›$73.2K
Mather Group, Llc.179
0.0% of portfolio›$57.0K
Signaturefd, LLC178
0.0% of portfolio›$56.7K
Heritage Family Offices, LLP163
0.0% of portfolio›$51.9K
CoreCap Advisors, LLC140
0.0% of portfolio›$44.6K
Farther Finance Advisors, LLC140
0.0% of portfolio›$44.6K
MassMutual Private Wealth & Trust, FSB116
0.0% of portfolio›$36.9K
Parkside Financial Bank & Trust116
0.0% of portfolio›$36.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP105
0.0% of portfolio›$33.4K
Sterling Capital Management LLC87
0.0% of portfolio›$27.7K
Mitsubishi UFJ Asset Management Co., Ltd.78
0.0% of portfolio›$24.8K
EverSource Wealth Advisors, LLC53
0.0% of portfolio›$16.9K
Larson Financial Group LLC47
0.0% of portfolio›$15.0K
Golden State Wealth Management, LLC40
0.0% of portfolio›$12.7K
Rossby Financial, LCC37
0.0% of portfolio›$11.8K
Farmers & Merchants Investments Inc35
0.0% of portfolio›$11.1K
Assetmark, Inc29
0.0% of portfolio›$9.2K
SBI Securities Co., Ltd.28
0.0% of portfolio›$8.9K
Fortitude Family Office, LLC23
0.0% of portfolio›$7.3K
IFP Advisors, Inc20
0.0% of portfolio›$6.4K
Key FInancial Inc20
0.0% of portfolio›$6.4K
Owl Creek Wealth Partners LLC19
0.0% of portfolio›$6.0K
Versant Capital Management, Inc19
0.0% of portfolio›$6.0K
Elevation Wealth Partners, LLC16
0.0% of portfolio›$5.1K
Pinnacle Wealth Planning Services, Inc.15
0.0% of portfolio›$4.8K
Root Financial Partners, LLC15
0.0% of portfolio›$4.8K
TD Private Client Wealth LLC14
0.0% of portfolio›$4.5K
Cromwell Holdings LLC12
0.0% of portfolio›$3.8K
Provenance Wealth Advisors, LLC12
0.0% of portfolio›$3.8K
Torren Management, LLC10
0.0% of portfolio›$3.2K
Bare Financial Services, Inc9
0.0% of portfolio›$2.9K
Redwood Park Advisors LLC7
0.0% of portfolio›$2.2K
SJS Investment Consulting Inc.6
0.0% of portfolio›$1.9K
UMB Private Wealth Management, LLC6
0.0% of portfolio›$1.9K
Ascentis Wealth Management, LLC6
0.0% of portfolio›$1.9K
Bell Investment Advisors, Inc6
0.0% of portfolio›$1.9K
Creative Financial Designs Inc6
0.0% of portfolio›$1.9K
Hughes Financial Services, LLC5
0.0% of portfolio›$1.6K
CX Institutional5
0.0% of portfolio›$2
Retirement Wealth Solutions LLC5
0.0% of portfolio›$1.6K
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$1
Private Wealth Management Group, LLC4
0.0% of portfolio›$1.3K
Marquette Asset Management, LLC4
0.0% of portfolio›$1.3K
Valley National Advisers Inc4
0.0% of portfolio›$1.3K
First Horizon Corp4
0.0% of portfolio›$1.3K
Financial Management Professionals, Inc.3
0.0% of portfolio›$955
Private Trust Co NA3
0.0% of portfolio›$955
Essential Partners LLC3
0.0% of portfolio›$955
Clark Wealth Partners2
0.0% of portfolio›$637
James T. Borello RIA2
0.0% of portfolio›$637
Caitong International Asset Management Co., Ltd2
0.0% of portfolio›$637
Spire Wealth Management2
0.0% of portfolio›$637
Physician Wealth Advisors, Inc.2
0.0% of portfolio›$637
Birchwood Financial Partners, Inc.1
0.0% of portfolio›$318
Downshift Financial, LLC1
0.0% of portfolio›$318
Manchester Capital Management LLC1
0.0% of portfolio›$319
Planning Strategies Inc.1
0.0% of portfolio›$318
Creative Capital Management Investments LLC1
0.0% of portfolio›$318
Silver Grove Financial Group, Inc.1
0.0% of portfolio›$318
Activest Wealth Management1
0.0% of portfolio›$318
Align Financial, LLC1
0.0% of portfolio›$318
StyleTurnoverLocationFiled
Citigroup Inc
484,609$154.3M0.1%CoreMediumNew York, NY2026-11-04
Dimensional Fund Advisors LP
300,120$95.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
228,824$72.8M0.0%CoreLowNew York, NY2026-11-05
Calamos Advisors LLC
91,863$29.2M0.1%GrowthMediumNaperville, IL2026-11-02
Principal Financial Group Inc
89,867$28.6M0.0%CoreLowDes Moines, IA2026-11-02
Carret Asset Management, LLC
72,000$22.9M2.0%CoreVery LowNew York, NY2026-11-04
C WorldWide Group Holding A/S
72,000$22.9K0.0%CoreLowCopenhagen, Greece2026-11-04
Retirement Systems of Alabama
40,628$12.9M0.0%IndexLowMontgomery, AL2026-11-04
New York State Teachers Retirement System
34,496$11.0K0.0%CoreVery LowAlbany, NY2026-10-22
Citizens Financial Group Inc
31,277$10.0M0.1%GrowthLowProvidence, RI2026-10-23
Onyx Bridge Wealth Group LLC
26,730$8.5M0.7%ETFMediumTarrytown, NY2026-10-16
Warberg Asset Management LLC
25,100$8.0M1.1%YieldHighWinnetka, IL2026-11-02
ABC Arbitrage SA
22,223$7.1M0.7%YieldVery HighParis, India2026-10-23
Gateway Investment Advisers LLC
21,973$7.0M0.1%GrowthLowCincinnati, OH2026-10-13
Cordgrass Capital Advisors, LLC
20,430$6.5M2.4%CoreLowRaleigh, NC2026-10-30
Amalgamated Bank
18,802$6.0K0.0%CoreVery LowNew York, NY2026-10-23
Mutual of America Capital Management LLC
14,357$4.6M0.0%IndexLowNew York, NY2026-10-23
Machina Capital S.A.S.
12,263$3.9M0.5%ValueVery HighParis, India2026-11-05
State of New Jersey Common Pension Fund D
12,135$3.9M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
11,700$3.7M0.1%IndexLowBaton Rouge, LA2026-10-20
Yousif Capital Management, LLC
10,597$3.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
10,523$3.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,402$3.0M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
9,214$2.9M0.0%IndexLowEast Lansing, MI2026-10-27
AGF Management LTD
8,730$2.8M0.0%GrowthHighToronto, Australia2026-11-03
Thrivent Financial for Lutherans
8,632$2.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Xponance LLC
8,231$2.6M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oregon Public Employees Retirement Fund
8,130$2.6M0.0%IndexVery LowTigard, OR2026-10-30
New Mexico Educational Retirement Board
7,800$2.5K0.0%IndexVery LowSanta Fe, NM2026-11-05
Fifth Third Bancorp
7,609$2.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Versor Investments LP
7,196$2.3M3.8%ValueVery HighNew York, NY2026-10-23
Exchange Traded Concepts, LLC
7,179$2.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Apollon Wealth Management, LLC
6,903$2.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Linden Thomas Advisory Services, LLC
6,446$2.1M0.2%CoreLowCharlotte, NC2026-10-19
Washington Trust Advisors, Inc.
5,928$1.9M0.1%GrowthLowWellesley, MA2026-10-22
Pictet Asset Management Holding SA
5,793$1.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York Life Investment Management LLC
5,495$1.7M0.0%GrowthLowNew York, NY2026-11-04
US Bancorp \de\
5,296$1.7M0.0%IndexLowMinneapolis, MN2026-11-05
Congress Asset Management Co
4,900$1.6M0.0%GrowthMediumBoston, MA2026-10-06
Wealth Enhancement Advisory Services, LLC
4,650$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Radnor Capital Management, LLC
4,233$1.3M0.2%CoreLowWayne, PA2026-10-23
Creative Planning
3,933$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
State of Alaska, Department of Revenue
3,734$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
Ethic Inc.
3,574$1.1M0.0%CoreLowNew York, NY2026-11-03
Crossmark Global Holdings, Inc.
3,112$990.7K0.0%GARPMediumHouston, TX2026-10-21
Quadrant Capital Group LLC
3,065$980.8K0.0%CoreLowCincinnati, OH2026-10-20
Simplex Trading, LLC
3,021$961.7K0.0%CoreVery HighChicago, IL2026-11-04
Yorktown Management & Research Co Inc
3,000$955.0K0.6%MomentumMediumForest, VA2026-10-28
Imc-Chicago, LLC
2,673$850.9K0.0%GARPVery HighChicago, IL2026-11-05
Northstar Asset Management Co
2,654$858.7K0.2%CoreVery LowBlue Bell, PA2026-10-22
Gamma Investing LLC
2,622$834.7K0.0%IndexVery LowFoster City, CA2026-10-08
Swiss Life Asset Management Ltd
2,555$813.4K0.0%CoreLowZurich, Switzerland2026-11-03
Cache Advisors, LLC
2,250$716.3K0.0%Agg GrowthLowSan Francisco, CA2026-10-16
Maryland State Retirement & Pension System
2,220$706.7K0.0%IndexVery LowBaltimore, MD2026-11-05
Evergreen Capital Management LLC
2,036$648.1K0.0%GARPMediumBellevue, WA2026-10-23
Inspire Investing, LLC
1,999$636.4K0.0%GARPHighMeridian, ID2026-10-22
J2 Capital Management Inc
1,731$551.0K0.3%ETFHighTroy, MI2026-10-19
ProShare Advisors LLC
1,496$476.2K0.0%GrowthLowBethesda, MD2026-10-29
Diversify Advisory Services, LLC
1,442$463.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,442$463.1K0.0%GrowthMediumSandy, UT2026-10-20
Fifth Third Wealth Advisors LLC
1,429$454.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Vise Technologies, Inc.
1,340$426.6K0.0%IndexLowNew York, NY2026-10-29
Praxis Investment Management Inc
1,280$4070.0%CoreLowGoshen, IN2026-11-03
CIBC Asset Management Inc
1,208$384.6K0.0%GARPLowToronto, South Africa2026-11-05
North Dakota State Investment Board
1,166$371.2K0.0%GrowthMediumBismarck, ND2026-10-27
KBC Group NV
1,104$3510.0%CoreMediumBrussels, Czech Republic2026-10-22
StoneX Group Inc.
1,079$346.7K0.0%ETFMediumNew York, NY2026-11-03
HB Wealth Management, LLC
1,007$320.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Transmarket Holdings LP
950$302.4K0.2%Deep ValueVery HighChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
906$288.4K0.0%GrowthMediumTampa, FL2026-10-16
Profund Advisors LLC
859$273.5K0.0%GrowthLowBethesda, MD2026-10-29
Founders Grove Wealth Partners, LLC
791$251.8K0.0%ETFLowRichmond, VA2026-10-16
Fragasso Financial Advisors Inc
787$251.4K0.0%ETFLowSewickley, PA2026-10-13
Norden Group LLC
661$210.4K0.0%GrowthMediumProvo, UT2026-10-20
Strs Ohio
523$166.5K0.0%CoreMediumColumbus, OH2026-10-30
Parallel Advisors, LLC
514$163.6K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
465$1480.0%ValueHighLondon, United Kingdom2026-10-30
Nisa Investment Advisors, LLC
366$116.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
University of Texas S AM Investment Management Co
337$107.3K0.0%CoreHighAustin, TX2026-11-03
Leonteq Securities AG
300$95.5K0.0%CoreHighZurich, Switzerland2026-10-29
Elyxium Wealth, LLC
260$82.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Central Trust Co
230$73.2K0.0%CoreLowJefferson City, MO2026-11-05
Hurley Capital, LLC
230$73.2K0.0%GARPMediumNew York, NY2026-11-05
Mather Group, Llc.
179$57.0K0.0%ETFMediumChicago, IL2026-10-14
Signaturefd, LLC
178$56.7K0.0%IndexLowAtlanta, GA2026-10-23
Heritage Family Offices, LLP
163$51.9K0.0%GrowthHighScottsdale, AZ2026-11-02
CoreCap Advisors, LLC
140$44.6K0.0%ETFMediumSouthfield, MI2026-10-08
Farther Finance Advisors, LLC
140$44.6K0.0%IndexLowSan Francisco, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
116$36.9K0.0%CoreLowSpringfield, MA2026-10-05
Parkside Financial Bank & Trust
116$36.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
105$33.4K0.0%GrowthVery LowBoston, MA2026-10-23
Sterling Capital Management LLC
87$27.7K0.0%GARPMediumCharlotte, NC2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
78$24.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
EverSource Wealth Advisors, LLC
53$16.9K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
47$15.0K0.0%GrowthLowSt Louis, MO2026-11-05
Golden State Wealth Management, LLC
40$12.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Rossby Financial, LCC
37$11.8K0.0%ETFMediumMelbourne, FL2026-11-05
Farmers & Merchants Investments Inc
35$11.1K0.0%CoreVery LowLincoln, NE2026-10-22
Assetmark, Inc
29$9.2K0.0%ETFLowConcord, CA2026-10-21
SBI Securities Co., Ltd.
28$8.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
23$7.3K0.0%ETFMediumScottsdale, AZ2026-10-14
IFP Advisors, Inc
20$6.4K0.0%GrowthLowTampa, FL2026-10-16
Key FInancial Inc
20$6.4K0.0%ETFLowWest Chester, PA2026-11-02
Owl Creek Wealth Partners LLC
19$6.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Versant Capital Management, Inc
19$6.0K0.0%GARPLowPhoenix, AZ2026-10-02
Elevation Wealth Partners, LLC
16$5.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Pinnacle Wealth Planning Services, Inc.
15$4.8K0.0%GARPLowMansfield, OH2026-10-27
Root Financial Partners, LLC
15$4.8K0.0%ETFMediumEncinitas, CA2026-10-21
TD Private Client Wealth LLC
14$4.5K0.0%ETFLowNew York, NY2026-10-28
Cromwell Holdings LLC
12$3.8K0.0%IndexLowJackson, WY2026-10-28
Provenance Wealth Advisors, LLC
12$3.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Torren Management, LLC
10$3.2K0.0%ETFMediumSan Diego, CA2026-10-29
Bare Financial Services, Inc
9$2.9K0.0%ETFVery LowGap, PA2026-11-04
Redwood Park Advisors LLC
7$2.2K0.0%ETFVery LowRedwood City, CA2026-11-02
SJS Investment Consulting Inc.
6$1.9K0.0%ETFVery LowSylvania, OH2026-10-26
UMB Private Wealth Management, LLC
6$1.9K0.0%GrowthN/AKansas City, MO2026-10-19
Ascentis Wealth Management, LLC
6$1.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Bell Investment Advisors, Inc
6$1.9K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Financial Designs Inc
6$1.9K0.0%ETFMediumKokomo, IN2026-11-04
Hughes Financial Services, LLC
5$1.6K0.0%ETFLowHerndon, VA2026-10-30
CX Institutional
5$20.0%CoreMediumAuburn, IN2026-10-02
Retirement Wealth Solutions LLC
5$1.6K0.0%ETFLowMarshfield, WI2026-10-07
Capital Advisors, Ltd. LLC
4$10.0%ETFLowShaker Heights, OH2026-10-27
Private Wealth Management Group, LLC
4$1.3K0.0%ETFLowPrinceton, NJ2026-10-19
Marquette Asset Management, LLC
4$1.3K0.0%ETFVery LowMinneapolis, MN2026-10-09
Valley National Advisers Inc
4$1.3K0.0%ETFLowBethlehem, PA2026-10-23
First Horizon Corp
4$1.3K0.0%CoreLowMemphis, TN2026-10-26
Financial Management Professionals, Inc.
3$9550.0%ETFMediumAustin, TX2026-10-23
Private Trust Co NA
3$9550.0%CoreLowCleveland, OH2026-10-20
Essential Partners LLC
3$9550.0%ValueMediumRancho Santa Fe, CA2026-10-14
Clark Wealth Partners
2$6370.0%ETFVery LowO'Fallon, IL2026-10-19
James T. Borello RIA
2$6370.0%ETFVery LowEast Dundee, IL2026-10-16
Caitong International Asset Management Co., Ltd
2$6370.0%GrowthVery HighHong Kong, South Korea2026-10-29
Spire Wealth Management
2$6370.0%GrowthMediumMclean, VA2026-10-30
Physician Wealth Advisors, Inc.
2$6370.0%ETFMediumMidvale, UT2026-10-20
Birchwood Financial Partners, Inc.
1$3180.0%ETFVery LowBloomington, MN2026-11-02
Downshift Financial, LLC
1$3180.0%ETFLowBoulder, CO2026-10-13
Manchester Capital Management LLC
1$3190.0%CoreLowManchester, VT2026-10-22
Planning Strategies Inc.
1$3180.0%ETFN/ALancaster, PA2026-10-02
Creative Capital Management Investments LLC
1$3180.0%ETFLowSan Diego, CA2026-10-28
Silver Grove Financial Group, Inc.
1$3180.0%CoreMediumOrchard Park, NY2026-11-05
Activest Wealth Management
1$3180.0%ETFLowAventura, FL2026-10-15
Align Financial, LLC
1$3180.0%ETFVery LowHermantown, MN2026-10-16