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Pricesmart Inc (PSMT)

CUSIP: 741511109 | NYSE | Consumer Defensive · Discount Stores | Mid Cap | 989 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/AFMR LLC2,170,8037.0%New 5%+ stakeSep 30, 20261,921,443 sh (Jun 30, 2026)
13G/AFMR LLC2,170,803
7.0% of class · Sep 30, 2026New 5%+ stake
1,921,443 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,065,585
0.0% of portfolio›$180.2M
Copeland Capital Management, LLC450,889
1.8% of portfolio›$76.2M
Bank of New York Mellon Corp209,394
0.0% of portfolio›$35.4M
Boston Trust Walden Corp156,094
0.2% of portfolio›$26.4M
Principal Financial Group Inc151,042
0.0% of portfolio›$25.5M
Calamos Advisors LLC139,224
0.1% of portfolio›$23.5M
E. Ohman J:or Asset Management AB137,902
0.5% of portfolio›$23.3M
Creative Planning65,687
0.0% of portfolio›$11.1M
Vontobel Holding Ltd.60,113
0.0% of portfolio›$10.2M
Burney Co/58,474
0.3% of portfolio›$9.9M
Vest Financial, LLC50,487
0.1% of portfolio›$8.5M
Allspring Global Investments Holdings, LLC41,377
0.0% of portfolio›$6.9M
Truist Financial Corp38,051
0.0% of portfolio›$6.4M
Calamos Wealth Management LLC33,298
0.2% of portfolio›$5.6M
Harbor Capital Advisors, Inc.26,885
0.0% of portfolio›$4.5K
OAK Ridge Investments LLC25,320
0.3% of portfolio›$4.3M
Citigroup Inc23,460
0.0% of portfolio›$4.0M
DDD Partners, LLC22,260
0.2% of portfolio›$3.8M
Linden Thomas Advisory Services, LLC20,327
0.3% of portfolio›$3.4M
Hedeker Wealth, LLC19,149
0.6% of portfolio›$3.2M
Bahl & Gaynor LLC18,873
0.0% of portfolio›$3.2M
Fifth Third Bancorp18,297
0.0% of portfolio›$3.1M
Thrivent Financial for Lutherans16,273
0.0% of portfolio›$2.8K
Illinois Municipal Retirement Fund12,856
0.0% of portfolio›$2.2M
Strs Ohio11,800
0.0% of portfolio›$2.0M
Pittenger & Anderson Inc11,775
0.1% of portfolio›$2.0M
Louisiana State Employees Retirement System10,900
0.0% of portfolio›$1.8M
Oppenheimer & Co Inc10,875
0.0% of portfolio›$1.8M
Tectonic Advisors LLC9,453
0.1% of portfolio›$1.6M
State of New Jersey Common Pension Fund D9,170
0.0% of portfolio›$1.6M
Kendall Capital Management9,160
0.3% of portfolio›$1.5M
New York State Teachers Retirement System8,859
0.0% of portfolio›$1.5K
James Investment Research, Inc.8,191
0.1% of portfolio›$1.4M
Achmea Investment Management B.V.8,100
0.0% of portfolio›$1.4M
Ethic Inc.7,683
0.0% of portfolio›$1.3M
Arizona State Retirement System7,386
0.0% of portfolio›$1.2M
Koa Wealth Management, LLC7,110
0.8% of portfolio›$1.2M
Oliver Luxxe Assets LLC6,909
0.2% of portfolio›$1.2M
Yousif Capital Management, LLC6,736
0.0% of portfolio›$1.1M
Amalgamated Bank6,683
0.0% of portfolio›$1.1K
Directional Asset Management6,524
0.9% of portfolio›$1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,028
0.0% of portfolio›$1.0M
Oregon Public Employees Retirement Fund5,782
0.0% of portfolio›$977.8K
Alps Advisors Inc5,775
0.0% of portfolio›$976.6K
State of Alaska, Department of Revenue5,757
0.0% of portfolio›$973
Maryland State Retirement & Pension System5,712
0.0% of portfolio›$966.0K
Quadrant Capital Group LLC4,761
0.0% of portfolio›$817.6K
US Bancorp \de\4,272
0.0% of portfolio›$722.4K
Pictet Asset Management Holding SA4,224
0.0% of portfolio›$714.3K
Abel Hall, LLC3,656
0.1% of portfolio›$618.3K
ProShare Advisors LLC3,607
0.0% of portfolio›$610.0K
Keybank National Association3,454
0.0% of portfolio›$584.1K
Portside Wealth Group, LLC3,422
0.1% of portfolio›$578.7K
Legacy Wealth Asset Management, LLC3,324
0.1% of portfolio›$562.1K
Wealth Enhancement Advisory Services, LLC3,204
0.0% of portfolio›$535.9K
HUB Investment Partners, LLC3,055
0.0% of portfolio›$516.6K
Integrity Alliance, Llc.3,003
0.0% of portfolio›$507.8K
Atria Investments, Inc2,966
0.0% of portfolio›$501.5K
Daiwa Securities Group Inc.2,945
0.0% of portfolio›$498.0K
Mutual of America Capital Management LLC2,920
0.0% of portfolio›$493.8K
Convergence Financial, LLC2,849
0.1% of portfolio›$481.8K
C WorldWide Group Holding A/S2,733
0.0% of portfolio›$462
Choreo, LLC2,584
0.0% of portfolio›$437.0K
Xponance LLC2,531
0.0% of portfolio›$428.0K
Stackstone Wealth, LLC1,992
0.0% of portfolio›$336.9K
Evergreen Capital Management LLC1,948
0.0% of portfolio›$329.4K
Elevation Point Wealth Partners, LLC1,848
0.0% of portfolio›$312.4K
Triad Wealth Partners, LLC1,844
0.0% of portfolio›$311.8K
Chicago Trust Co NA1,823
0.0% of portfolio›$308.3K
Gamma Investing LLC1,815
0.0% of portfolio›$306.9K
Venture Visionary Partners LLC1,759
0.0% of portfolio›$297.5K
Virginia Retirement Systems ET Al1,700
0.0% of portfolio›$287.5K
Ironwood Financial, llc1,664
0.0% of portfolio›$281.4K
Swiss Life Asset Management Ltd1,650
0.0% of portfolio›$279.0K
Sawgrass Asset Management LLC1,555
0.0% of portfolio›$263.0K
Praxis Investment Management Inc1,550
0.0% of portfolio›$262
Exchange Traded Concepts, LLC1,549
0.0% of portfolio›$262.0K
Fifth Third Wealth Advisors LLC1,502
0.0% of portfolio›$254.0K
Central Trust Co1,416
0.0% of portfolio›$239.5K
Paragon Advisors, LLC1,379
0.0% of portfolio›$233.2K
HB Wealth Management, LLC1,293
0.0% of portfolio›$218.7K
Enhancing Capital LLC1,231
0.1% of portfolio›$208.2K
Park Avenue Securities LLC1,198
0.0% of portfolio›$203
Profund Advisors LLC1,196
0.0% of portfolio›$202.3K
Certuity, LLC1,081
0.0% of portfolio›$182.9K
KBC Group NV921
0.0% of portfolio›$156
Sterling Capital Management LLC870
0.0% of portfolio›$147.1K
Signaturefd, LLC766
0.0% of portfolio›$129.5K
Parallel Advisors, LLC756
0.0% of portfolio›$127.8K
Bayforest Capital Ltd740
0.2% of portfolio›$125.1K
1620 Investment Advisors, Inc.737
0.1% of portfolio›$124.6K
Farther Finance Advisors, LLC726
0.0% of portfolio›$122.8K
Nisa Investment Advisors, LLC606
0.0% of portfolio›$102.5K
Pinnacle Wealth Planning Services, Inc.602
0.0% of portfolio›$101.8K
Fortitude Family Office, LLC474
0.0% of portfolio›$80.2K
Parkside Financial Bank & Trust402
0.0% of portfolio›$68.0K
Heritage Family Offices, LLP388
0.0% of portfolio›$65.6K
MassMutual Private Wealth & Trust, FSB370
0.0% of portfolio›$62.6K
EverSource Wealth Advisors, LLC349
0.0% of portfolio›$59.0K
Versant Capital Management, Inc296
0.0% of portfolio›$50.1K
CoreCap Advisors, LLC266
0.0% of portfolio›$45.0K
Salomon & Ludwin, LLC262
0.0% of portfolio›$44.3K
First Horizon Corp248
0.0% of portfolio›$41.9K
Larson Financial Group LLC243
0.0% of portfolio›$41.1K
Bell Investment Advisors, Inc207
0.0% of portfolio›$35.0K
Root Financial Partners, LLC191
0.0% of portfolio›$32.3K
Bare Financial Services, Inc182
0.0% of portfolio›$30.8K
Mather Group, Llc.165
0.0% of portfolio›$27.9K
Covestor Ltd136
0.0% of portfolio›$23
Retirement Wealth Solutions LLC135
0.0% of portfolio›$22.8K
WPG Advisers, LLC115
0.0% of portfolio›$19.4K
Mitsubishi UFJ Asset Management Co., Ltd.80
0.0% of portfolio›$13.5K
Assetmark, Inc76
0.0% of portfolio›$12.9K
High Note Wealth, LLC47
0.0% of portfolio›$7.9K
SBI Securities Co., Ltd.44
0.0% of portfolio›$7.4K
IFP Advisors, Inc42
0.0% of portfolio›$7.1K
JFS Wealth Advisors, LLC41
0.0% of portfolio›$6.9K
SJS Investment Consulting Inc.36
0.0% of portfolio›$6.1K
Private Wealth Management Group, LLC34
0.0% of portfolio›$5.8K
Valued Wealth Advisors LLC32
0.0% of portfolio›$5.4K
TD Private Client Wealth LLC28
0.0% of portfolio›$4.7K
Ascentis Independent Advisors27
0.0% of portfolio›$4.6K
Farmers & Merchants Investments Inc25
0.0% of portfolio›$4.2K
Buck Wealth Strategies, LLC22
0.0% of portfolio›$3.7K
UMB Private Wealth Management, LLC21
0.0% of portfolio›$3.6K
Essential Partners LLC20
0.0% of portfolio›$3.4K
Creative Capital Management Investments LLC18
0.0% of portfolio›$3.0K
Wolff Wiese Magana LLC17
0.0% of portfolio›$2.9K
City State Bank14
0.0% of portfolio›$2.4K
Marquette Asset Management, LLC14
0.0% of portfolio›$2.4K
Capital Advisors, Ltd. LLC10
0.0% of portfolio›$2
DecisionPoint Financial, LLC10
0.0% of portfolio›$1.7K
Provenance Wealth Advisors, LLC9
0.0% of portfolio›$1.5K
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$1.2K
CX Institutional7
0.0% of portfolio›$1
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.0K
Blue Trust, Inc.6
0.0% of portfolio›$1.0K
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$1.0K
Valley National Advisers Inc6
0.0% of portfolio›$1.0K
Manchester Capital Management LLC5
0.0% of portfolio›$846
Noble Wealth Management PBC5
0.0% of portfolio›$846
Hughes Financial Services, LLC5
0.0% of portfolio›$826
Silver Grove Financial Group, Inc.5
0.0% of portfolio›$846
Breakwater Investment Management4
0.0% of portfolio›$677
Gilpin Wealth Management, LLC4
0.0% of portfolio›$677
Trust Co4
0.0% of portfolio›$680
Davis Capital Management2
0.0% of portfolio›$338
Financial Consulate, Inc2
0.0% of portfolio›$339
True Wealth Design, LLC1
0.0% of portfolio›$170
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,065,585$180.2M0.0%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
450,889$76.2M1.8%ValueMediumConshohocken, PA2026-10-13
Bank of New York Mellon Corp
209,394$35.4M0.0%CoreLowNew York, NY2026-11-05
Boston Trust Walden Corp
156,094$26.4M0.2%CoreLowBoston, MA2026-10-30
Principal Financial Group Inc
151,042$25.5M0.0%CoreLowDes Moines, IA2026-11-02
Calamos Advisors LLC
139,224$23.5M0.1%GrowthMediumNaperville, IL2026-11-02
E. Ohman J:or Asset Management AB
137,902$23.3M0.5%GrowthMediumStockholm, Sweden2026-10-22
Creative Planning
65,687$11.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Vontobel Holding Ltd.
60,113$10.2M0.0%CoreMediumZurich, Switzerland2026-10-16
Burney Co/
58,474$9.9M0.3%GARPMediumReston, VA2026-10-15
Vest Financial, LLC
50,487$8.5M0.1%ValueMediumMclean, VA2026-10-21
Allspring Global Investments Holdings, LLC
41,377$6.9M0.0%CoreMediumCharlotte, NC2026-11-04
Truist Financial Corp
38,051$6.4M0.0%CoreLowCharlotte, NC2026-10-30
Calamos Wealth Management LLC
33,298$5.6M0.2%GrowthMediumNaperville, IL2026-11-02
Harbor Capital Advisors, Inc.
26,885$4.5K0.0%ValueHighChicago, IL2026-10-22
OAK Ridge Investments LLC
25,320$4.3M0.3%MomentumMediumChicago, IL2026-10-30
Citigroup Inc
23,460$4.0M0.0%CoreMediumNew York, NY2026-11-04
DDD Partners, LLC
22,260$3.8M0.2%CoreMediumBellevue, WA2026-11-02
Linden Thomas Advisory Services, LLC
20,327$3.4M0.3%CoreLowCharlotte, NC2026-10-19
Hedeker Wealth, LLC
19,149$3.2M0.6%GrowthLowLincolnshire, IL2026-10-23
Bahl & Gaynor LLC
18,873$3.2M0.0%CoreLowCincinnati, OH2026-11-05
Fifth Third Bancorp
18,297$3.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Thrivent Financial for Lutherans
16,273$2.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
12,856$2.2M0.0%CoreMediumOak Brook, IL2026-11-05
Strs Ohio
11,800$2.0M0.0%CoreMediumColumbus, OH2026-10-30
Pittenger & Anderson Inc
11,775$2.0M0.1%CoreLowLincoln, NE2026-11-02
Louisiana State Employees Retirement System
10,900$1.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Oppenheimer & Co Inc
10,875$1.8M0.0%CoreLowNew York, NY2026-10-26
Tectonic Advisors LLC
9,453$1.6M0.1%YieldLowFrisco, TX2026-10-22
State of New Jersey Common Pension Fund D
9,170$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Kendall Capital Management
9,160$1.5M0.3%GARPLowRockville, MD2026-10-23
New York State Teachers Retirement System
8,859$1.5K0.0%CoreVery LowAlbany, NY2026-10-22
James Investment Research, Inc.
8,191$1.4M0.1%CoreLowAlpha, OH2026-10-22
Achmea Investment Management B.V.
8,100$1.4M0.0%CoreMediumZeist, Philippines2026-10-30
Ethic Inc.
7,683$1.3M0.0%CoreLowNew York, NY2026-11-03
Arizona State Retirement System
7,386$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Koa Wealth Management, LLC
7,110$1.2M0.8%CoreLowEncinitas, CA2026-10-14
Oliver Luxxe Assets LLC
6,909$1.2M0.2%ValueMediumGladstone, NJ2026-10-14
Yousif Capital Management, LLC
6,736$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
6,683$1.1K0.0%CoreVery LowNew York, NY2026-10-23
Directional Asset Management
6,524$1.1M0.9%CoreLowArlington Heights, IL2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,028$1.0M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
5,782$977.8K0.0%IndexVery LowTigard, OR2026-10-30
Alps Advisors Inc
5,775$976.6K0.0%YieldLowDenver, CO2026-11-03
State of Alaska, Department of Revenue
5,757$9730.0%CoreVery LowJuneau, AK2026-10-15
Maryland State Retirement & Pension System
5,712$966.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Quadrant Capital Group LLC
4,761$817.6K0.0%CoreLowCincinnati, OH2026-10-20
US Bancorp \de\
4,272$722.4K0.0%IndexLowMinneapolis, MN2026-11-05
Pictet Asset Management Holding SA
4,224$714.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Abel Hall, LLC
3,656$618.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
ProShare Advisors LLC
3,607$610.0K0.0%GrowthLowBethesda, MD2026-10-29
Keybank National Association
3,454$584.1K0.0%CoreLowBrooklyn, OH2026-11-04
Portside Wealth Group, LLC
3,422$578.7K0.1%CoreMediumProvo, UT2026-10-20
Legacy Wealth Asset Management, LLC
3,324$562.1K0.1%GARPMediumWoodbury, MN2026-10-09
Wealth Enhancement Advisory Services, LLC
3,204$535.9K0.0%CoreLowPlymouth, MN2026-10-13
HUB Investment Partners, LLC
3,055$516.6K0.0%GrowthLowAustin, TX2026-11-03
Integrity Alliance, Llc.
3,003$507.8K0.0%ETFMediumUrbandale, IA2026-10-29
Atria Investments, Inc
2,966$501.5K0.0%CoreMediumCharlotte, NC2026-10-15
Daiwa Securities Group Inc.
2,945$498.0K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Mutual of America Capital Management LLC
2,920$493.8K0.0%IndexLowNew York, NY2026-10-23
Convergence Financial, LLC
2,849$481.8K0.1%ETFMediumColumbia, MO2026-10-27
C WorldWide Group Holding A/S
2,733$4620.0%CoreLowCopenhagen, Greece2026-11-04
Choreo, LLC
2,584$437.0K0.0%IndexLowRockford, IL2026-10-28
Xponance LLC
2,531$428.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Stackstone Wealth, LLC
1,992$336.9K0.0%CoreN/ADubuque, IA2026-10-19
Evergreen Capital Management LLC
1,948$329.4K0.0%GARPMediumBellevue, WA2026-10-23
Elevation Point Wealth Partners, LLC
1,848$312.4K0.0%CoreHighDenver, CO2026-11-05
Triad Wealth Partners, LLC
1,844$311.8K0.0%ETFMediumLawrence, KS2026-10-26
Chicago Trust Co NA
1,823$308.3K0.0%CoreLowGrayslake, IL2026-10-28
Gamma Investing LLC
1,815$306.9K0.0%IndexVery LowFoster City, CA2026-10-08
Venture Visionary Partners LLC
1,759$297.5K0.0%CoreLowSylvania, OH2026-10-07
Virginia Retirement Systems ET Al
1,700$287.5K0.0%CoreMediumRichmond, VA2026-10-28
Ironwood Financial, llc
1,664$281.4K0.0%ETFLowTucson, AZ2026-10-20
Swiss Life Asset Management Ltd
1,650$279.0K0.0%CoreLowZurich, Switzerland2026-11-03
Sawgrass Asset Management LLC
1,555$263.0K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
Praxis Investment Management Inc
1,550$2620.0%CoreLowGoshen, IN2026-11-03
Exchange Traded Concepts, LLC
1,549$262.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Fifth Third Wealth Advisors LLC
1,502$254.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Central Trust Co
1,416$239.5K0.0%CoreLowJefferson City, MO2026-11-05
Paragon Advisors, LLC
1,379$233.2K0.0%ETFHighCollege Station, TX2026-11-03
HB Wealth Management, LLC
1,293$218.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Enhancing Capital LLC
1,231$208.2K0.1%CoreVery LowHarrisburg, PA2026-10-26
Park Avenue Securities LLC
1,198$2030.0%ETFMediumNew York, NY2026-10-26
Profund Advisors LLC
1,196$202.3K0.0%GrowthLowBethesda, MD2026-10-29
Certuity, LLC
1,081$182.9K0.0%GARPLowNorth Palm Beach, FL2026-11-02
KBC Group NV
921$1560.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
870$147.1K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
766$129.5K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
756$127.8K0.0%IndexLowSan Francisco, CA2026-11-03
Bayforest Capital Ltd
740$125.1K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
1620 Investment Advisors, Inc.
737$124.6K0.1%ValueLowPlymouth, MA2026-11-04
Farther Finance Advisors, LLC
726$122.8K0.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
606$102.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pinnacle Wealth Planning Services, Inc.
602$101.8K0.0%GARPLowMansfield, OH2026-10-27
Fortitude Family Office, LLC
474$80.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Parkside Financial Bank & Trust
402$68.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Heritage Family Offices, LLP
388$65.6K0.0%GrowthHighScottsdale, AZ2026-11-02
MassMutual Private Wealth & Trust, FSB
370$62.6K0.0%CoreLowSpringfield, MA2026-10-05
EverSource Wealth Advisors, LLC
349$59.0K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
296$50.1K0.0%GARPLowPhoenix, AZ2026-10-02
CoreCap Advisors, LLC
266$45.0K0.0%ETFMediumSouthfield, MI2026-10-08
Salomon & Ludwin, LLC
262$44.3K0.0%ETFVery LowRichmond, VA2026-10-29
First Horizon Corp
248$41.9K0.0%CoreLowMemphis, TN2026-10-26
Larson Financial Group LLC
243$41.1K0.0%GrowthLowSt Louis, MO2026-11-05
Bell Investment Advisors, Inc
207$35.0K0.0%ETFVery LowOrinda, CA2026-10-29
Root Financial Partners, LLC
191$32.3K0.0%ETFMediumEncinitas, CA2026-10-21
Bare Financial Services, Inc
182$30.8K0.0%ETFVery LowGap, PA2026-11-04
Mather Group, Llc.
165$27.9K0.0%ETFMediumChicago, IL2026-10-14
Covestor Ltd
136$230.0%ValueHighLondon, United Kingdom2026-10-30
Retirement Wealth Solutions LLC
135$22.8K0.0%ETFLowMarshfield, WI2026-10-07
WPG Advisers, LLC
115$19.4K0.0%CoreLowBaltimore, MD2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
80$13.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Assetmark, Inc
76$12.9K0.0%ETFLowConcord, CA2026-10-21
High Note Wealth, LLC
47$7.9K0.0%ETFVery LowDeephaven, MN2026-10-27
SBI Securities Co., Ltd.
44$7.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
IFP Advisors, Inc
42$7.1K0.0%GrowthLowTampa, FL2026-10-16
JFS Wealth Advisors, LLC
41$6.9K0.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
36$6.1K0.0%ETFVery LowSylvania, OH2026-10-26
Private Wealth Management Group, LLC
34$5.8K0.0%ETFLowPrinceton, NJ2026-10-19
Valued Wealth Advisors LLC
32$5.4K0.0%IndexVery LowHolladay, UT2026-11-05
TD Private Client Wealth LLC
28$4.7K0.0%ETFLowNew York, NY2026-10-28
Ascentis Independent Advisors
27$4.6K0.0%ETFLowDallas, TX2026-11-03
Farmers & Merchants Investments Inc
25$4.2K0.0%CoreVery LowLincoln, NE2026-10-22
Buck Wealth Strategies, LLC
22$3.7K0.0%ValueMediumDenver, CO2026-10-28
UMB Private Wealth Management, LLC
21$3.6K0.0%GrowthN/AKansas City, MO2026-10-19
Essential Partners LLC
20$3.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Creative Capital Management Investments LLC
18$3.0K0.0%ETFLowSan Diego, CA2026-10-28
Wolff Wiese Magana LLC
17$2.9K0.0%GrowthLowCarslbad, CA2026-10-15
City State Bank
14$2.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Marquette Asset Management, LLC
14$2.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Capital Advisors, Ltd. LLC
10$20.0%ETFLowShaker Heights, OH2026-10-27
DecisionPoint Financial, LLC
10$1.7K0.0%ETFVery LowMesa, AZ2026-10-27
Provenance Wealth Advisors, LLC
9$1.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Physician Wealth Advisors, Inc.
7$1.2K0.0%ETFMediumMidvale, UT2026-10-20
CX Institutional
7$10.0%CoreMediumAuburn, IN2026-10-02
DiNuzzo Private Wealth, Inc.
6$1.0K0.0%ETFLowBeaver, PA2026-10-16
Blue Trust, Inc.
6$1.0K0.0%ETFLowBrentwood, TN2026-10-15
Bay Harbor Wealth Management, LLC
6$1.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Valley National Advisers Inc
6$1.0K0.0%ETFLowBethlehem, PA2026-10-23
Manchester Capital Management LLC
5$8460.0%CoreLowManchester, VT2026-10-22
Noble Wealth Management PBC
5$8460.0%YieldMediumGreenwood Village, CO2026-10-01
Hughes Financial Services, LLC
5$8260.0%ETFLowHerndon, VA2026-10-30
Silver Grove Financial Group, Inc.
5$8460.0%CoreMediumOrchard Park, NY2026-11-05
Breakwater Investment Management
4$6770.0%ETFLowSeattle, WA2026-10-20
Gilpin Wealth Management, LLC
4$6770.0%GrowthLowDenver, CO2026-10-09
Trust Co
4$6800.0%ETFVery LowManhattan, KS2026-10-09
Davis Capital Management
2$3380.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
2$3390.0%ETFLowHunt Valley, MD2026-10-23
True Wealth Design, LLC
1$1700.0%ETFMediumAkron, OH2026-10-13