IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Planet Labs PBC (PL)

CUSIP: 72703X106 | NYSE | Industrials · Aerospace & Defense | Mid Cap | 815 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
13D/AWilliam Marshall16,737,2465.2%New 5%+ stakeJan 13, 2026No 13F filer matched
13D/AWilliam Marshall16,737,246
5.2% of class · Jan 13, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Mirae Asset Global Investments Co., Ltd.2,088,886
0.1% of portfolio›$34.2M
Dimensional Fund Advisors LP1,280,557
0.0% of portfolio›$21.0M
Tema Etfs LLC1,076,799
0.7% of portfolio›$17.6M
Bank of New York Mellon Corp753,794
0.0% of portfolio›$12.4M
Imc-Chicago, LLC665,137
0.0% of portfolio›$10.9M
Mitsubishi UFJ Asset Management Co., Ltd.466,955
0.0% of portfolio›$7.7M
Oppenheimer & Co Inc451,829
0.1% of portfolio›$7.4M
Once Capital Management, LLC418,000
0.9% of portfolio›$6.9M
Citigroup Inc323,133
0.0% of portfolio›$5.3M
Y-Intercept (Hong Kong) Ltd170,496
0.1% of portfolio›$2.8M
180 Wealth Advisors, LLC143,303
0.2% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.128,645
0.0% of portfolio›$2.1K
Arena Capital Advisors, LLC- CA125,221
1.0% of portfolio›$2.1M
Raiffeisen Bank International AG109,000
0.0% of portfolio›$1.8M
DekaBank Deutsche Girozentrale102,500
0.0% of portfolio›$1.7K
Exchange Traded Concepts, LLC101,425
0.0% of portfolio›$1.7M
Virtue Capital Management, LLC84,477
0.2% of portfolio›$1.4M
State of New Jersey Common Pension Fund D84,088
0.0% of portfolio›$1.4M
Vontobel Holding Ltd.82,405
0.0% of portfolio›$1.4M
Penbrook Management LLC81,417
0.8% of portfolio›$1.3M
Arizona State Retirement System72,569
0.0% of portfolio›$1.2M
Creative Planning67,450
0.0% of portfolio›$1.1M
SBI Securities Co., Ltd.60,087
0.0% of portfolio›$984.8K
Cookson Peirce & Co Inc60,000
0.0% of portfolio›$983.4K
Willow Creek Wealth Management Inc.59,279
0.1% of portfolio›$971.6K
McAdam, LLC58,372
0.0% of portfolio›$956.7K
Lecap Asset Management LTD54,130
0.4% of portfolio›$887.2K
Green Alpha Advisors, LLC50,917
0.6% of portfolio›$834.5K
Xponance LLC46,660
0.0% of portfolio›$764.8K
Caitong International Asset Management Co., Ltd45,752
0.1% of portfolio›$749.9K
OP Asset Management Ltd45,376
0.0% of portfolio›$743.7K
Wealth Enhancement Advisory Services, LLC40,166
0.0% of portfolio›$690.5K
Pictet Asset Management Holding SA38,875
0.0% of portfolio›$637.2K
Madden Securities Corp38,175
0.2% of portfolio›$625.7K
Global X Japan Co., Ltd.34,065
0.0% of portfolio›$558.3K
Kopp Family Office, LLC33,186
0.3% of portfolio›$543.9K
Wedbush Securities Inc31,458
0.0% of portfolio›$516
Truist Financial Corp27,775
0.0% of portfolio›$455.2K
MSH Capital Advisors LLC26,613
0.1% of portfolio›$426.2K
Commonwealth Equity Services, LLC26,100
0.0% of portfolio›$427.8K
Frank, Rimerman Advisors LLC25,573
0.0% of portfolio›$419.1K
Perigon Wealth Management, LLC23,467
0.0% of portfolio›$384.6K
First Community Trust NA22,612
0.1% of portfolio›$370.6K
Catalyst Private Wealth, LLC20,892
0.1% of portfolio›$342.4K
Amalgamated Bank20,573
0.0% of portfolio›$337
Black Diamond Financial, LLC20,274
0.0% of portfolio›$332.3K
FNY Investment Advisers, LLC18,816
0.0% of portfolio›$308
RWC Asset Management LLP18,594
0.0% of portfolio›$304.8K
Valeo Financial Advisors, LLC18,409
0.0% of portfolio›$301.7K
OpenArc Corporate Advisory, LLC18,381
0.0% of portfolio›$301.3K
Rakuten Securities, Inc.18,103
0.1% of portfolio›$296.7K
Ethic Inc.17,795
0.0% of portfolio›$291.7K
Swiss Life Asset Management Ltd17,582
0.0% of portfolio›$288.2K
Daiwa Securities Group Inc.15,029
0.0% of portfolio›$246.3K
Axxcess Wealth Management, LLC14,842
0.0% of portfolio›$243.3K
Independent Financial Group, LLC14,165
0.0% of portfolio›$232.2K
AGF Management LTD14,102
0.0% of portfolio›$231.1K
Texas Bank & Trust Co13,500
0.1% of portfolio›$221.3K
Mirador Capital Partners LP12,910
0.0% of portfolio›$211.6K
AMI Asset Management Corp12,632
0.0% of portfolio›$207.0K
Bangor Savings Bank12,568
0.0% of portfolio›$206.0K
Kings Path Partners LLC11,800
0.1% of portfolio›$193.4K
KBC Group NV10,924
0.0% of portfolio›$179
Kestra Advisory Services, LLC10,901
0.0% of portfolio›$178.7K
Farther Finance Advisors, LLC10,754
0.0% of portfolio›$176.3K
Greenspring Advisors, LLC10,662
0.0% of portfolio›$174.8K
Abel Hall, LLC10,188
0.0% of portfolio›$167.0K
HUB Investment Partners, LLC10,172
0.0% of portfolio›$166.7K
Fulcrum Asset Management LLP9,397
0.0% of portfolio›$153.9K
State of Wyoming8,729
0.0% of portfolio›$143.1K
Leonteq Securities AG8,432
0.0% of portfolio›$138.2K
GoalVest Advisory LLC5,989
0.0% of portfolio›$98.2K
Bayforest Capital Ltd4,210
0.1% of portfolio›$69.0K
US Bancorp \de\4,030
0.0% of portfolio›$66.1K
Strs Ohio3,954
0.0% of portfolio›$64.8K
Center for Financial Planning, Inc.3,843
0.0% of portfolio›$63.0K
Spire Wealth Management3,206
0.0% of portfolio›$52.5K
North Star Investment Management Corp.3,180
0.0% of portfolio›$52.1K
Gamma Investing LLC3,142
0.0% of portfolio›$51.5K
Parallel Advisors, LLC2,677
0.0% of portfolio›$43.9K
Fortitude Family Office, LLC2,508
0.0% of portfolio›$41.1K
BI Asset Management Fondsmaeglerselskab A/S2,391
0.0% of portfolio›$39
GF Fund Management Co. Ltd.1,786
0.0% of portfolio›$29.3K
Tradewinds Capital Management, LLC1,600
0.0% of portfolio›$26.2K
Parkside Financial Bank & Trust1,517
0.0% of portfolio›$24.9K
Westside Investment Management, Inc.1,500
0.0% of portfolio›$26.3K
Signaturefd, LLC1,409
0.0% of portfolio›$23.1K
Pittenger & Anderson Inc1,360
0.0% of portfolio›$22.3K
Larson Financial Group LLC1,214
0.0% of portfolio›$19.9K
WPG Advisers, LLC1,000
0.0% of portfolio›$16.4K
American Capital Advisory, LLC1,000
0.0% of portfolio›$16.4K
Nisa Investment Advisors, LLC873
0.0% of portfolio›$14.3K
Strategic Advocates LLC869
0.1% of portfolio›$14.2K
Nemes Rush Group LLC836
0.0% of portfolio›$13.7K
Sterling Capital Management LLC657
0.0% of portfolio›$10.8K
GK Wealth Management LLC605
0.0% of portfolio›$9.9K
Heritage Family Offices, LLP520
0.0% of portfolio›$8.5K
Mather Group, Llc.512
0.0% of portfolio›$8.4K
Pilgrim Partners Asia Pte Ltd500
0.0% of portfolio›$8.2K
Trust Co of Vermont475
0.0% of portfolio›$7.8K
EverSource Wealth Advisors, LLC445
0.0% of portfolio›$7.3K
Highline Wealth Partners LLC400
0.0% of portfolio›$6.6K
Rossby Financial, LCC400
0.0% of portfolio›$6.6K
IFP Advisors, Inc400
0.0% of portfolio›$6.6K
Lanark Financial, Inc.385
0.0% of portfolio›$6.3K
Maryland Capital Advisors Inc.366
0.0% of portfolio›$6.0K
Financial Perspectives, Inc275
0.0% of portfolio›$4.5K
Creative Capital Management Investments LLC266
0.0% of portfolio›$4.4K
Covestor Ltd262
0.0% of portfolio›$4
Golden State Wealth Management, LLC250
0.0% of portfolio›$4.1K
Hurley Capital, LLC205
0.0% of portfolio›$3.4K
Assetmark, Inc172
0.0% of portfolio›$2.8K
TFC Financial Management, Inc.170
0.0% of portfolio›$2.8K
Compass Financial Management LLC157
0.0% of portfolio›$2.6K
Avion Wealth147
0.0% of portfolio›$2
West Paces Advisors Inc.116
0.0% of portfolio›$1.9K
Bell Investment Advisors, Inc116
0.0% of portfolio›$1.9K
MassMutual Private Wealth & Trust, FSB113
0.0% of portfolio›$1.9K
Farmers & Merchants Trust Co of Chambersburg PA100
0.0% of portfolio›$2
Nvest Wealth Strategies, Inc.100
0.0% of portfolio›$1.6K
Toth Financial Advisory Corp100
0.0% of portfolio›$1.6K
Root Financial Partners, LLC80
0.0% of portfolio›$1.3K
Cromwell Holdings LLC80
0.0% of portfolio›$1.3K
Laurel Wealth Advisors LLC75
0.0% of portfolio›$1.2K
Elyxium Wealth, LLC64
0.0% of portfolio›$1.0K
Hughes Financial Services, LLC61
0.0% of portfolio›$873
Signature Equity Partners, LLC60
0.0% of portfolio›$983
Essential Partners LLC56
0.0% of portfolio›$918
Pinnacle Wealth Planning Services, Inc.50
0.0% of portfolio›$820
Bare Financial Services, Inc43
0.0% of portfolio›$705
Creative Financial Designs Inc32
0.0% of portfolio›$524
Ascentis Wealth Management, LLC31
0.0% of portfolio›$508
Provenance Wealth Advisors, LLC29
0.0% of portfolio›$475
Physician Wealth Advisors, Inc.29
0.0% of portfolio›$476
Hazlett, Burt & Watson, Inc.25
0.0% of portfolio›$0
Ascentis Independent Advisors20
0.0% of portfolio›$327
SJS Investment Consulting Inc.16
0.0% of portfolio›$263
Triumph Capital Management10
0.0% of portfolio›$164
TD Waterhouse Canada Inc.4
0.0% of portfolio›$65
Blue Trust, Inc.0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Mirae Asset Global Investments Co., Ltd.
2,088,886$34.2M0.1%GrowthLowSeoul, Malaysia2026-11-03
Dimensional Fund Advisors LP
1,280,557$21.0M0.0%IndexLowAustin, TX2026-11-04
Tema Etfs LLC
1,076,799$17.6M0.7%GrowthMediumNew York, NY2026-10-16
Bank of New York Mellon Corp
753,794$12.4M0.0%CoreLowNew York, NY2026-11-05
Imc-Chicago, LLC
665,137$10.9M0.0%GARPVery HighChicago, IL2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
466,955$7.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Oppenheimer & Co Inc
451,829$7.4M0.1%CoreLowNew York, NY2026-10-26
Once Capital Management, LLC
418,000$6.9M0.9%Agg GrowthLowNew York, NY2026-11-02
Citigroup Inc
323,133$5.3M0.0%CoreMediumNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
170,496$2.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
180 Wealth Advisors, LLC
143,303$2.3M0.2%CoreLowFederal Way, WA2026-11-03
Cambridge Investment Research Advisors, Inc.
128,645$2.1K0.0%ETFLowFairfield, IA2026-11-02
Arena Capital Advisors, LLC- CA
125,221$2.1M1.0%GARPMediumLos Angeles, CA2026-10-28
Raiffeisen Bank International AG
109,000$1.8M0.0%GrowthMediumVienna, Chile2026-10-28
DekaBank Deutsche Girozentrale
102,500$1.7K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Exchange Traded Concepts, LLC
101,425$1.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Virtue Capital Management, LLC
84,477$1.4M0.2%GrowthHighBrentwood, TN2026-10-29
State of New Jersey Common Pension Fund D
84,088$1.4M0.0%CoreLowTrenton, NJ2026-11-05
Vontobel Holding Ltd.
82,405$1.4M0.0%CoreMediumZurich, Switzerland2026-10-16
Penbrook Management LLC
81,417$1.3M0.8%CoreLowNew York, NY2026-10-16
Arizona State Retirement System
72,569$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Creative Planning
67,450$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
SBI Securities Co., Ltd.
60,087$984.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cookson Peirce & Co Inc
60,000$983.4K0.0%GrowthHighPittsburgh, PA2026-10-30
Willow Creek Wealth Management Inc.
59,279$971.6K0.1%ETFVery LowSebastopol, CA2026-10-26
McAdam, LLC
58,372$956.7K0.0%ETFLowPhiladelphia, PA2026-10-21
Lecap Asset Management LTD
54,130$887.2K0.4%ValueVery HighLondon, United Kingdom2026-10-27
Green Alpha Advisors, LLC
50,917$834.5K0.6%GrowthLowNiwot, CO2026-10-08
Xponance LLC
46,660$764.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Caitong International Asset Management Co., Ltd
45,752$749.9K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
OP Asset Management Ltd
45,376$743.7K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Wealth Enhancement Advisory Services, LLC
40,166$690.5K0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
38,875$637.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Madden Securities Corp
38,175$625.7K0.2%GrowthMediumDallas, TX2026-10-27
Global X Japan Co., Ltd.
34,065$558.3K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Kopp Family Office, LLC
33,186$543.9K0.3%ETFHighMinnetonka, MN2026-10-21
Wedbush Securities Inc
31,458$5160.0%CoreLowPasadena, CA2026-10-22
Truist Financial Corp
27,775$455.2K0.0%CoreLowCharlotte, NC2026-10-30
MSH Capital Advisors LLC
26,613$426.2K0.1%CoreLowScottsdale, AZ2026-11-03
Commonwealth Equity Services, LLC
26,100$427.8K0.0%ETFLowWaltham, MA2026-11-02
Frank, Rimerman Advisors LLC
25,573$419.1K0.0%GrowthLowPalo Alto, CA2026-10-16
Perigon Wealth Management, LLC
23,467$384.6K0.0%GrowthLowSan Francisco, CA2026-10-22
First Community Trust NA
22,612$370.6K0.1%GrowthLowDubuque, IA2026-10-07
Catalyst Private Wealth, LLC
20,892$342.4K0.1%ETFVery LowSan Mateo, CA2026-10-13
Amalgamated Bank
20,573$3370.0%CoreVery LowNew York, NY2026-10-23
Black Diamond Financial, LLC
20,274$332.3K0.0%ETFVery LowTowson, MD2026-10-26
FNY Investment Advisers, LLC
18,816$3080.0%GrowthVery HighNew York, NY2026-10-16
RWC Asset Management LLP
18,594$304.8K0.0%YieldMediumLondon, United Kingdom2026-10-22
Valeo Financial Advisors, LLC
18,409$301.7K0.0%ETFLowCarmel, IN2026-10-08
OpenArc Corporate Advisory, LLC
18,381$301.3K0.0%GrowthLowAtlanta, GA2026-10-21
Rakuten Securities, Inc.
18,103$296.7K0.1%Agg GrowthHighTokyo, Mexico2026-11-02
Ethic Inc.
17,795$291.7K0.0%CoreLowNew York, NY2026-11-03
Swiss Life Asset Management Ltd
17,582$288.2K0.0%CoreLowZurich, Switzerland2026-11-03
Daiwa Securities Group Inc.
15,029$246.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Axxcess Wealth Management, LLC
14,842$243.3K0.0%CoreLowCarlsbad, CA2026-10-21
Independent Financial Group, LLC
14,165$232.2K0.0%GrowthLowSan Diego, CA2026-10-13
AGF Management LTD
14,102$231.1K0.0%GrowthHighToronto, Australia2026-11-03
Texas Bank & Trust Co
13,500$221.3K0.1%CoreLowLongview, TX2026-11-04
Mirador Capital Partners LP
12,910$211.6K0.0%GrowthMediumPleasanton, CA2026-10-09
AMI Asset Management Corp
12,632$207.0K0.0%GrowthMediumLos Angeles, CA2026-10-20
Bangor Savings Bank
12,568$206.0K0.0%ETFLowBangor, ME2026-10-06
Kings Path Partners LLC
11,800$193.4K0.1%ETFVery LowSugar Land, TX2026-10-21
KBC Group NV
10,924$1790.0%CoreMediumBrussels, Czech Republic2026-10-22
Kestra Advisory Services, LLC
10,901$178.7K0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
10,754$176.3K0.0%IndexLowSan Francisco, CA2026-10-08
Greenspring Advisors, LLC
10,662$174.8K0.0%ETFVery LowTowson, MD2026-11-05
Abel Hall, LLC
10,188$167.0K0.0%CoreMediumBaton Rouge, LA2026-10-19
HUB Investment Partners, LLC
10,172$166.7K0.0%GrowthLowAustin, TX2026-11-03
Fulcrum Asset Management LLP
9,397$153.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
State of Wyoming
8,729$143.1K0.0%ValueHighCheyenne, WY2026-10-28
Leonteq Securities AG
8,432$138.2K0.0%CoreHighZurich, Switzerland2026-10-29
GoalVest Advisory LLC
5,989$98.2K0.0%ETFMediumNew York, NY2026-10-02
Bayforest Capital Ltd
4,210$69.0K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
US Bancorp \de\
4,030$66.1K0.0%IndexLowMinneapolis, MN2026-11-05
Strs Ohio
3,954$64.8K0.0%CoreMediumColumbus, OH2026-10-30
Center for Financial Planning, Inc.
3,843$63.0K0.0%ETFLowSouthfied, MI2026-10-26
Spire Wealth Management
3,206$52.5K0.0%GrowthMediumMclean, VA2026-10-30
North Star Investment Management Corp.
3,180$52.1K0.0%CoreLowChicago, IL2026-10-27
Gamma Investing LLC
3,142$51.5K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
2,677$43.9K0.0%IndexLowSan Francisco, CA2026-11-03
Fortitude Family Office, LLC
2,508$41.1K0.0%ETFMediumScottsdale, AZ2026-10-14
BI Asset Management Fondsmaeglerselskab A/S
2,391$390.0%CoreMediumKobenhavn, Greece2026-10-22
GF Fund Management Co. Ltd.
1,786$29.3K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Tradewinds Capital Management, LLC
1,600$26.2K0.0%ETFVery HighBellingham, WA2026-10-23
Parkside Financial Bank & Trust
1,517$24.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Westside Investment Management, Inc.
1,500$26.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Signaturefd, LLC
1,409$23.1K0.0%IndexLowAtlanta, GA2026-10-23
Pittenger & Anderson Inc
1,360$22.3K0.0%CoreLowLincoln, NE2026-11-02
Larson Financial Group LLC
1,214$19.9K0.0%GrowthLowSt Louis, MO2026-11-05
WPG Advisers, LLC
1,000$16.4K0.0%CoreLowBaltimore, MD2026-10-27
American Capital Advisory, LLC
1,000$16.4K0.0%ETFLowKetchum, ID2026-10-28
Nisa Investment Advisors, LLC
873$14.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Strategic Advocates LLC
869$14.2K0.1%GrowthLowSacramento, CA2026-11-03
Nemes Rush Group LLC
836$13.7K0.0%CoreVery LowNovi, MI2026-11-04
Sterling Capital Management LLC
657$10.8K0.0%GARPMediumCharlotte, NC2026-10-22
GK Wealth Management LLC
605$9.9K0.0%GARPVery HighReno, NV2026-10-09
Heritage Family Offices, LLP
520$8.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Mather Group, Llc.
512$8.4K0.0%ETFMediumChicago, IL2026-10-14
Pilgrim Partners Asia Pte Ltd
500$8.2K0.0%ETFMediumSingapore, Turkey2026-10-29
Trust Co of Vermont
475$7.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
EverSource Wealth Advisors, LLC
445$7.3K0.0%CoreMediumBirmingham, AL2026-11-04
Highline Wealth Partners LLC
400$6.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Rossby Financial, LCC
400$6.6K0.0%ETFMediumMelbourne, FL2026-11-05
IFP Advisors, Inc
400$6.6K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
385$6.3K0.0%CoreMediumBirmingham, AL2026-10-26
Maryland Capital Advisors Inc.
366$6.0K0.0%ETFVery LowChester, MD2026-10-15
Financial Perspectives, Inc
275$4.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Creative Capital Management Investments LLC
266$4.4K0.0%ETFLowSan Diego, CA2026-10-28
Covestor Ltd
262$40.0%ValueHighLondon, United Kingdom2026-10-30
Golden State Wealth Management, LLC
250$4.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Hurley Capital, LLC
205$3.4K0.0%GARPMediumNew York, NY2026-11-05
Assetmark, Inc
172$2.8K0.0%ETFLowConcord, CA2026-10-21
TFC Financial Management, Inc.
170$2.8K0.0%ETFVery LowBoston, MA2026-10-26
Compass Financial Management LLC
157$2.6K0.0%CoreN/ATampa, FL2026-10-30
Avion Wealth
147$20.0%ETFLowThe Woodlands, TX2026-11-04
West Paces Advisors Inc.
116$1.9K0.0%ETFLowAtlanta, GA2026-10-13
Bell Investment Advisors, Inc
116$1.9K0.0%ETFVery LowOrinda, CA2026-10-29
MassMutual Private Wealth & Trust, FSB
113$1.9K0.0%CoreLowSpringfield, MA2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
100$20.0%GARPLowChambersburg, PA2026-10-14
Nvest Wealth Strategies, Inc.
100$1.6K0.0%ETFVery LowPowell, OH2026-10-14
Toth Financial Advisory Corp
100$1.6K0.0%CoreLowLeesburg, VA2026-10-08
Root Financial Partners, LLC
80$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Cromwell Holdings LLC
80$1.3K0.0%IndexLowJackson, WY2026-10-28
Laurel Wealth Advisors LLC
75$1.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Elyxium Wealth, LLC
64$1.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Hughes Financial Services, LLC
61$8730.0%ETFLowHerndon, VA2026-10-30
Signature Equity Partners, LLC
60$9830.0%GrowthMediumColumbus, OH2026-10-29
Essential Partners LLC
56$9180.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pinnacle Wealth Planning Services, Inc.
50$8200.0%GARPLowMansfield, OH2026-10-27
Bare Financial Services, Inc
43$7050.0%ETFVery LowGap, PA2026-11-04
Creative Financial Designs Inc
32$5240.0%ETFMediumKokomo, IN2026-11-04
Ascentis Wealth Management, LLC
31$5080.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
29$4750.0%ETFLowFort Lauderdale, FL2026-10-30
Physician Wealth Advisors, Inc.
29$4760.0%ETFMediumMidvale, UT2026-10-20
Hazlett, Burt & Watson, Inc.
25$00.0%CoreVery LowWheeling, WV2026-11-04
Ascentis Independent Advisors
20$3270.0%ETFLowDallas, TX2026-11-03
SJS Investment Consulting Inc.
16$2630.0%ETFVery LowSylvania, OH2026-10-26
Triumph Capital Management
10$1640.0%ETFMediumDenver, CO2026-10-14
TD Waterhouse Canada Inc.
4$650.0%CoreLowToronto, Australia2026-10-16
Blue Trust, Inc.
0$10.0%ETFLowBrentwood, TN2026-10-15