Piedmont Lithium Inc (PLL)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Osaic Holdings, Inc.

DECREASED

Shares7,094 from 45,695

Change-38,601 (-84%)

Value$51.4K (-$214.5K)

Filed 2025-11-14

BlackRock, Inc.

CLOSED

Shares0 from 1,834,182

Change-1,834,182 (-100%)

Value$0 (-$10.7M)

Filed 2025-11-12

Vanguard Group Inc

CLOSED

Shares0 from 1,209,104

Change-1,209,104 (-100%)

Value$0 (-$7.0M)

Filed 2025-11-07

Geode Capital Management, LLC

CLOSED

Shares0 from 500,713

Change-500,713 (-100%)

Value$0 (-$2.9M)

Filed 2025-11-12

State Street Corp

CLOSED

Shares0 from 402,107

Change-402,107 (-100%)

Value$0 (-$2.3M)

Filed 2025-11-14

UBS Group AG

CLOSED

Shares0 from 252,259

Change-252,259 (-100%)

Value$0 (-$1.5M)

Filed 2025-11-13

Northern Trust Corp

CLOSED

Shares0 from 172,172

Change-172,172 (-100%)

Value$0 (-$1.0M)

Filed 2025-11-14

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 167,671

Change-167,671 (-100%)

Value$0 (-$975.8K)

Filed 2025-11-10

Point72 Asset Management, L.P.

CLOSED

Shares0 from 118,926

Change-118,926 (-100%)

Value$0 (-$692.1K)

Filed 2025-11-14

Morgan Stanley

CLOSED

Shares0 from 110,551

Change-110,551 (-100%)

Value$0 (-$643.4K)

Filed 2026-05-27

JPMorgan Chase & Co

CLOSED

Shares0 from 104,603

Change-104,603 (-100%)

Value$0 (-$608.8K)

Filed 2025-11-26

Nuveen, LLC

CLOSED

Shares0 from 72,476

Change-72,476 (-100%)

Value$0 (-$421.8K)

Filed 2025-11-12

Citadel Advisors LLC

CLOSED

Shares0 from 65,742

Change-65,742 (-100%)

Value$0 (-$382.6K)

Filed 2025-11-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 64,852

Change-64,852 (-100%)

Value$0 (-$377.4K)

Filed 2025-11-03

Dimensional Fund Advisors LP

CLOSED

Shares0 from 56,802

Change-56,802 (-100%)

Value$0 (-$330.6K)

Filed 2025-11-12

Goldman Sachs Group Inc

CLOSED

Shares0 from 51,386

Change-51,386 (-100%)

Value$0 (-$299.1K)

Filed 2025-11-14

LPL Financial LLC

CLOSED

Shares0 from 43,044

Change-43,044 (-100%)

Value$0 (-$250.5K)

Filed 2025-11-12

Barclays PLC

CLOSED

Shares0 from 42,739

Change-42,739 (-100%)

Value$0 (-$248.7K)

Filed 2026-03-31

Bank of America Corp

CLOSED

Shares0 from 42,665

Change-42,665 (-100%)

Value$0 (-$248.3K)

Filed 2026-02-03

Price T Rowe Associates Inc

CLOSED

Shares0 from 40,817

Change-40,817 (-100%)

Value$0 (-$238)

Filed 2025-11-14

Alliancebernstein L.P.

CLOSED

Shares0 from 38,280

Change-38,280 (-100%)

Value$0 (-$222.8K)

Filed 2025-11-14

Hite Hedge Asset Management LLC

CLOSED

Shares0 from 35,826

Change-35,826 (-100%)

Value$0 (-$208.5K)

Filed 2025-11-13

Quinn Opportunity Partners LLC

CLOSED

Shares0 from 34,735

Change-34,735 (-100%)

Value$0 (-$202.2K)

Filed 2025-11-13

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 33,931

Change-33,931 (-100%)

Value$0 (-$197.5K)

Filed 2025-11-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 33,692

Change-33,692 (-100%)

Value$0 (-$196.1K)

Filed 2025-11-14

Susquehanna Fundamental Investments, LLC

CLOSED

Shares0 from 29,334

Change-29,334 (-100%)

Value$0 (-$170.7K)

Filed 2025-11-14

Rhumbline Advisers

CLOSED

Shares0 from 28,566

Change-28,566 (-100%)

Value$0 (-$166.2K)

Filed 2025-11-06

American Century Companies Inc

CLOSED

Shares0 from 25,753

Change-25,753 (-100%)

Value$0 (-$149.9K)

Filed 2025-11-12

Royal Bank of Canada

CLOSED

Shares0 from 23,923

Change-23,923 (-100%)

Value$0 (-$139.0K)

Filed 2025-11-14

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 23,016

Change-23,016 (-100%)

Value$0 (-$134.0K)

Filed 2025-11-14

Quantinno Capital Management LP

CLOSED

Shares0 from 21,290

Change-21,290 (-100%)

Value$0 (-$123.9K)

Filed 2025-11-14

FMR LLC

CLOSED

Shares0 from 17,795

Change-17,795 (-100%)

Value$0 (-$103.6K)

Filed 2025-11-13

Wells Fargo & Company

CLOSED

Shares0 from 14,990

Change-14,990 (-100%)

Value$0 (-$87.2K)

Filed 2025-11-13

Eagle Global Advisors LLC

CLOSED

Shares0 from 13,800

Change-13,800 (-100%)

Value$0 (-$80.3K)

Filed 2025-10-28

Raymond James Financial Inc

CLOSED

Shares0 from 12,751

Change-12,751 (-100%)

Value$0 (-$74.2K)

Filed 2025-11-14

Intech Investment Management LLC

CLOSED

Shares0 from 11,513

Change-11,513 (-100%)

Value$0 (-$67.0K)

Filed 2025-11-12

Deutsche Bank Ag\

CLOSED

Shares0 from 9,707

Change-9,707 (-100%)

Value$0 (-$56.5K)

Filed 2025-11-13

Citigroup Inc

CLOSED

Shares0 from 7,409

Change-7,409 (-100%)

Value$0 (-$43.1K)

Filed 2025-11-10

New York State Common Retirement Fund

CLOSED

Shares0 from 7,251

Change-7,251 (-100%)

Value$0 (-$42.2K)

Filed 2025-11-03

Police & Firemen's Retirement System of New Jersey

CLOSED

Shares0 from 5,113

Change-5,113 (-100%)

Value$0 (-$29.8K)

Filed 2025-11-12

Russell Investments Group, Ltd.

CLOSED

Shares0 from 3,896

Change-3,896 (-100%)

Value$0 (-$22.7K)

Filed 2025-11-13

Macquarie Group LTD

CLOSED

Shares0 from 3,470

Change-3,470 (-100%)

Value$0 (-$20.2K)

Filed 2025-11-13

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 3,156

Change-3,156 (-100%)

Value$0 (-$18.4K)

Filed 2025-11-14

BNP Paribas Financial Markets

CLOSED

Shares0 from 3,136

Change-3,136 (-100%)

Value$0 (-$18.3K)

Filed 2025-11-13

Legal & General Group Plc

CLOSED

Shares0 from 2,300

Change-2,300 (-100%)

Value$0 (-$13.4K)

Filed 2025-11-13

Gamma Investing LLC

CLOSED

Shares0 from 2,249

Change-2,249 (-100%)

Value$0 (-$13.1K)

Filed 2025-10-02

Larson Financial Group LLC

CLOSED

Shares0 from 2,054

Change-2,054 (-100%)

Value$0 (-$12.0K)

Filed 2025-11-14

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 1,783

Change-1,783 (-100%)

Value$0 (-$10.4K)

Filed 2025-11-10

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 1,649

Change-1,649 (-100%)

Value$0 (-$9.6K)

Filed 2025-11-07

Cranbrook Wealth Management, LLC

CLOSED

Shares0 from 822

Change-822 (-100%)

Value$0 (-$4.8K)

Filed 2025-10-14

Fourth Dimension Wealth, LLC

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$4.7K)

Filed 2025-11-04

Versant Capital Management, Inc

CLOSED

Shares0 from 756

Change-756 (-100%)

Value$0 (-$4.4K)

Filed 2025-10-27

AlphaQuest LLC

CLOSED

Shares0 from 624

Change-624 (-100%)

Value$0 (-$3.6K)

Filed 2025-11-03

Amalgamated Bank

CLOSED

Shares0 from 603

Change-603 (-100%)

Value$0 (-$4)

Filed 2025-10-29

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 546

Change-546 (-100%)

Value$0 (-$3.2K)

Filed 2025-11-19

Jones Financial Companies Lllp

CLOSED

Shares0 from 512

Change-512 (-100%)

Value$0 (-$3.0K)

Filed 2025-11-04

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$2.9K)

Filed 2025-10-23

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 483

Change-483 (-100%)

Value$0 (-$2.8K)

Filed 2025-11-10

Arax Advisory Partners

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$2.3K)

Filed 2025-11-14

MAI Capital Management

CLOSED

Shares0 from 338

Change-338 (-100%)

Value$0 (-$2.0K)

Filed 2025-11-10

NewEdge Advisors, LLC

CLOSED

Shares0 from 310

Change-310 (-100%)

Value$0 (-$1.8K)

Filed 2025-11-17

Main Street Group, LTD

CLOSED

Shares0 from 290

Change-290 (-100%)

Value$0 (-$1.7K)

Filed 2025-11-07

Comerica Bank

CLOSED

Shares0 from 262

Change-262 (-100%)

Value$0 (-$1.5K)

Filed 2025-11-14

Geneos Wealth Management Inc.

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$1.5K)

Filed 2025-10-22

Clearstead Advisors, LLC

CLOSED

Shares0 from 222

Change-222 (-100%)

Value$0 (-$1.3K)

Filed 2025-11-10

Parallel Advisors, LLC

CLOSED

Shares0 from 127

Change-127 (-100%)

Value$0 (-$741)

Filed 2025-11-13

CWM, LLC

CLOSED

Shares0 from 125

Change-125 (-100%)

Value$0 (-$1)

Filed 2025-10-15

Avion Wealth

CLOSED

Shares0 from 87

Change-87 (-100%)

Value$0 ($0)

Filed 2025-10-24

Sterling Capital Management LLC

CLOSED

Shares0 from 86

Change-86 (-100%)

Value$0 (-$501)

Filed 2025-11-12

McIlrath & Eck, LLC

CLOSED

Shares0 from 80

Change-80 (-100%)

Value$0 (-$466)

Filed 2025-10-22

Parkside Financial Bank & Trust

CLOSED

Shares0 from 80

Change-80 (-100%)

Value$0 (-$466)

Filed 2025-10-30

Rosenberg Matthew Hamilton

CLOSED

Shares0 from 78

Change-78 (-100%)

Value$0 (-$454)

Filed 2025-11-10

Skopos Labs, Inc.

CLOSED

Shares0 from 68

Change-68 (-100%)

Value$0 (-$396)

Filed 2025-11-14

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 54

Change-54 (-100%)

Value$0 (-$326)

Filed 2025-11-03

National Bank of Canada

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$290)

Filed 2025-11-14

Global Retirement Partners, LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$291)

Filed 2025-10-21

Farther Finance Advisors, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$146)

Filed 2025-10-14

1620 Investment Advisors, Inc.

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 (-$140)

Filed 2025-10-07

Scarborough Advisors, LLC

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$81)

Filed 2026-02-17

True Wealth Design, LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$65)

Filed 2025-10-21

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$58)

Filed 2025-11-12

Covestor Ltd

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 ($0)

Filed 2025-10-30

Allworth Financial LP

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$30)

Filed 2025-12-02

Hoey Investments, Inc

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$24)

Filed 2025-11-13

IFP Advisors, Inc

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$12)

Filed 2026-02-06

Hager Investment Management Services, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$6)

Filed 2025-11-12

Atria Wealth Solutions, Inc.

N/A

Shares— from 10,225

Change-10,225 (-100%)

Value—

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Osaic Holdings, Inc.	DECREASED	7,094	45,695	-38,601	-84%	$265.9K	$51.4K	-$214.5K	2025-11-14
BlackRock, Inc.	CLOSED	0	1,834,182	-1,834,182	-100%	$10.7M	$0	-$10.7M	2025-11-12
Vanguard Group Inc	CLOSED	0	1,209,104	-1,209,104	-100%	$7.0M	$0	-$7.0M	2025-11-07
Geode Capital Management, LLC	CLOSED	0	500,713	-500,713	-100%	$2.9M	$0	-$2.9M	2025-11-12
State Street Corp	CLOSED	0	402,107	-402,107	-100%	$2.3M	$0	-$2.3M	2025-11-14
UBS Group AG	CLOSED	0	252,259	-252,259	-100%	$1.5M	$0	-$1.5M	2025-11-13
Northern Trust Corp	CLOSED	0	172,172	-172,172	-100%	$1.0M	$0	-$1.0M	2025-11-14
Charles Schwab Investment Management Inc	CLOSED	0	167,671	-167,671	-100%	$975.8K	$0	-$975.8K	2025-11-10
Point72 Asset Management, L.P.	CLOSED	0	118,926	-118,926	-100%	$692.1K	$0	-$692.1K	2025-11-14
Morgan Stanley	CLOSED	0	110,551	-110,551	-100%	$643.4K	$0	-$643.4K	2026-05-27
JPMorgan Chase & Co	CLOSED	0	104,603	-104,603	-100%	$608.8K	$0	-$608.8K	2025-11-26
Nuveen, LLC	CLOSED	0	72,476	-72,476	-100%	$421.8K	$0	-$421.8K	2025-11-12
Citadel Advisors LLC	CLOSED	0	65,742	-65,742	-100%	$382.6K	$0	-$382.6K	2025-11-14
Bank of New York Mellon Corp	CLOSED	0	64,852	-64,852	-100%	$377.4K	$0	-$377.4K	2025-11-03
Dimensional Fund Advisors LP	CLOSED	0	56,802	-56,802	-100%	$330.6K	$0	-$330.6K	2025-11-12
Goldman Sachs Group Inc	CLOSED	0	51,386	-51,386	-100%	$299.1K	$0	-$299.1K	2025-11-14
LPL Financial LLC	CLOSED	0	43,044	-43,044	-100%	$250.5K	$0	-$250.5K	2025-11-12
Barclays PLC	CLOSED	0	42,739	-42,739	-100%	$248.7K	$0	-$248.7K	2026-03-31
Bank of America Corp	CLOSED	0	42,665	-42,665	-100%	$248.3K	$0	-$248.3K	2026-02-03
Price T Rowe Associates Inc	CLOSED	0	40,817	-40,817	-100%	$238	$0	-$238	2025-11-14
Alliancebernstein L.P.	CLOSED	0	38,280	-38,280	-100%	$222.8K	$0	-$222.8K	2025-11-14
Hite Hedge Asset Management LLC	CLOSED	0	35,826	-35,826	-100%	$208.5K	$0	-$208.5K	2025-11-13
Quinn Opportunity Partners LLC	CLOSED	0	34,735	-34,735	-100%	$202.2K	$0	-$202.2K	2025-11-13
Manufacturers Life Insurance Company, the	CLOSED	0	33,931	-33,931	-100%	$197.5K	$0	-$197.5K	2025-11-14
Susquehanna International Group, LLP	CLOSED	0	33,692	-33,692	-100%	$196.1K	$0	-$196.1K	2025-11-14
Susquehanna Fundamental Investments, LLC	CLOSED	0	29,334	-29,334	-100%	$170.7K	$0	-$170.7K	2025-11-14
Rhumbline Advisers	CLOSED	0	28,566	-28,566	-100%	$166.2K	$0	-$166.2K	2025-11-06
American Century Companies Inc	CLOSED	0	25,753	-25,753	-100%	$149.9K	$0	-$149.9K	2025-11-12
Royal Bank of Canada	CLOSED	0	23,923	-23,923	-100%	$139.0K	$0	-$139.0K	2025-11-14
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	23,016	-23,016	-100%	$134.0K	$0	-$134.0K	2025-11-14
Quantinno Capital Management LP	CLOSED	0	21,290	-21,290	-100%	$123.9K	$0	-$123.9K	2025-11-14
FMR LLC	CLOSED	0	17,795	-17,795	-100%	$103.6K	$0	-$103.6K	2025-11-13
Wells Fargo & Company	CLOSED	0	14,990	-14,990	-100%	$87.2K	$0	-$87.2K	2025-11-13
Eagle Global Advisors LLC	CLOSED	0	13,800	-13,800	-100%	$80.3K	$0	-$80.3K	2025-10-28
Raymond James Financial Inc	CLOSED	0	12,751	-12,751	-100%	$74.2K	$0	-$74.2K	2025-11-14
Intech Investment Management LLC	CLOSED	0	11,513	-11,513	-100%	$67.0K	$0	-$67.0K	2025-11-12
Deutsche Bank Ag\	CLOSED	0	9,707	-9,707	-100%	$56.5K	$0	-$56.5K	2025-11-13
Citigroup Inc	CLOSED	0	7,409	-7,409	-100%	$43.1K	$0	-$43.1K	2025-11-10
New York State Common Retirement Fund	CLOSED	0	7,251	-7,251	-100%	$42.2K	$0	-$42.2K	2025-11-03
Police & Firemen's Retirement System of New Jersey	CLOSED	0	5,113	-5,113	-100%	$29.8K	$0	-$29.8K	2025-11-12
Russell Investments Group, Ltd.	CLOSED	0	3,896	-3,896	-100%	$22.7K	$0	-$22.7K	2025-11-13
Macquarie Group LTD	CLOSED	0	3,470	-3,470	-100%	$20.2K	$0	-$20.2K	2025-11-13
Tower Research Capital LLC (TRC)	CLOSED	0	3,156	-3,156	-100%	$18.4K	$0	-$18.4K	2025-11-14
BNP Paribas Financial Markets	CLOSED	0	3,136	-3,136	-100%	$18.3K	$0	-$18.3K	2025-11-13
Legal & General Group Plc	CLOSED	0	2,300	-2,300	-100%	$13.4K	$0	-$13.4K	2025-11-13
Gamma Investing LLC	CLOSED	0	2,249	-2,249	-100%	$13.1K	$0	-$13.1K	2025-10-02
Larson Financial Group LLC	CLOSED	0	2,054	-2,054	-100%	$12.0K	$0	-$12.0K	2025-11-14
Ameritas Investment Partners, Inc.	CLOSED	0	1,783	-1,783	-100%	$10.4K	$0	-$10.4K	2025-11-10
PNC Financial Services Group, Inc.	CLOSED	0	1,649	-1,649	-100%	$9.6K	$0	-$9.6K	2025-11-07
Cranbrook Wealth Management, LLC	CLOSED	0	822	-822	-100%	$4.8K	$0	-$4.8K	2025-10-14
Fourth Dimension Wealth, LLC	CLOSED	0	800	-800	-100%	$4.7K	$0	-$4.7K	2025-11-04
Versant Capital Management, Inc	CLOSED	0	756	-756	-100%	$4.4K	$0	-$4.4K	2025-10-27
AlphaQuest LLC	CLOSED	0	624	-624	-100%	$3.6K	$0	-$3.6K	2025-11-03
Amalgamated Bank	CLOSED	0	603	-603	-100%	$4	$0	-$4	2025-10-29
Caitong International Asset Management Co., Ltd	CLOSED	0	546	-546	-100%	$3.2K	$0	-$3.2K	2025-11-19
Jones Financial Companies Lllp	CLOSED	0	512	-512	-100%	$3.0K	$0	-$3.0K	2025-11-04
Nisa Investment Advisors, LLC	CLOSED	0	500	-500	-100%	$2.9K	$0	-$2.9K	2025-10-23
EverSource Wealth Advisors, LLC	CLOSED	0	483	-483	-100%	$2.8K	$0	-$2.8K	2025-11-10
Arax Advisory Partners	CLOSED	0	400	-400	-100%	$2.3K	$0	-$2.3K	2025-11-14
MAI Capital Management	CLOSED	0	338	-338	-100%	$2.0K	$0	-$2.0K	2025-11-10
NewEdge Advisors, LLC	CLOSED	0	310	-310	-100%	$1.8K	$0	-$1.8K	2025-11-17
Main Street Group, LTD	CLOSED	0	290	-290	-100%	$1.7K	$0	-$1.7K	2025-11-07
Comerica Bank	CLOSED	0	262	-262	-100%	$1.5K	$0	-$1.5K	2025-11-14
Geneos Wealth Management Inc.	CLOSED	0	250	-250	-100%	$1.5K	$0	-$1.5K	2025-10-22
Clearstead Advisors, LLC	CLOSED	0	222	-222	-100%	$1.3K	$0	-$1.3K	2025-11-10
Parallel Advisors, LLC	CLOSED	0	127	-127	-100%	$741	$0	-$741	2025-11-13
CWM, LLC	CLOSED	0	125	-125	-100%	$1	$0	-$1	2025-10-15
Avion Wealth	CLOSED	0	87	-87	-100%	$0	$0	$0	2025-10-24
Sterling Capital Management LLC	CLOSED	0	86	-86	-100%	$501	$0	-$501	2025-11-12
McIlrath & Eck, LLC	CLOSED	0	80	-80	-100%	$466	$0	-$466	2025-10-22
Parkside Financial Bank & Trust	CLOSED	0	80	-80	-100%	$466	$0	-$466	2025-10-30
Rosenberg Matthew Hamilton	CLOSED	0	78	-78	-100%	$454	$0	-$454	2025-11-10
Skopos Labs, Inc.	CLOSED	0	68	-68	-100%	$396	$0	-$396	2025-11-14
TD Waterhouse Canada Inc.	CLOSED	0	54	-54	-100%	$326	$0	-$326	2025-11-03
National Bank of Canada	CLOSED	0	50	-50	-100%	$290	$0	-$290	2025-11-14
Global Retirement Partners, LLC	CLOSED	0	50	-50	-100%	$291	$0	-$291	2025-10-21
Farther Finance Advisors, LLC	CLOSED	0	25	-25	-100%	$146	$0	-$146	2025-10-14
1620 Investment Advisors, Inc.	CLOSED	0	24	-24	-100%	$140	$0	-$140	2025-10-07
Scarborough Advisors, LLC	CLOSED	0	14	-14	-100%	$81	$0	-$81	2026-02-17
True Wealth Design, LLC	CLOSED	0	11	-11	-100%	$65	$0	-$65	2025-10-21
Steward Partners Investment Advisory, LLC	CLOSED	0	10	-10	-100%	$58	$0	-$58	2025-11-12
Covestor Ltd	CLOSED	0	5	-5	-100%	$0	$0	$0	2025-10-30
Allworth Financial LP	CLOSED	0	5	-5	-100%	$30	$0	-$30	2025-12-02
Hoey Investments, Inc	CLOSED	0	4	-4	-100%	$24	$0	-$24	2025-11-13
IFP Advisors, Inc	CLOSED	0	2	-2	-100%	$12	$0	-$12	2026-02-06
Hager Investment Management Services, LLC	CLOSED	0	1	-1	-100%	$6	$0	-$6	2025-11-12
Atria Wealth Solutions, Inc.	N/A	—	10,225	-10,225	-100%	$66.7K	—	—	—
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 88 of 88 institutions