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Primo Brands Corp (PRMB)

CUSIP: 741623102 | NYSE | Consumer Defensive · Beverages - Non-Alcoholic | Mid Cap | 711 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/AOrcp III de TopCo GP, LLC
with Triton Water Equity Holdings, GP, LLC, Triton Water Equity Holdings, LP, Triton Water Forward Holdings GP, LLC, +1 more
95,800,46626.5%−20,410,340Aug 6, 2026No 13F filer matched
13D/AR. Scott Spielvogel116,210,80631.4%New 5%+ stakeDec 8, 2025No 13F filer matched
13D/AOrcp III de TopCo GP, LLC95,800,466
26.5% of class · Aug 6, 2026−20,410,340
with Triton Water Equity Holdings, GP, LLC, Triton Water Equity Holdings, LP, Triton Water Forward Holdings GP, LLC, +1 more
No 13F filer matched
13D/AR. Scott Spielvogel116,210,806
31.4% of class · Dec 8, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC6,666,016
0.2% of portfolio›$127.0M
Deprince Race & Zollo Inc6,476,489
2.2% of portfolio›$123.4M
Dimensional Fund Advisors LP5,257,838
0.0% of portfolio›$100.2M
KBC Group NV4,628,472
0.0% of portfolio›$88.2K
Assenagon Asset Management S.A.1,954,180
0.0% of portfolio›$37.2M
Bank of New York Mellon Corp1,756,511
0.0% of portfolio›$33.5M
Artemis Investment Management LLP640,367
0.1% of portfolio›$12.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.487,571
0.3% of portfolio›$9.3M
Laurion Capital Management LP475,285
0.1% of portfolio›$9.1M
CenterBook Partners LP385,080
0.3% of portfolio›$7.3M
Corbyn Investment Management Inc384,496
2.2% of portfolio›$7.3M
Strs Ohio376,028
0.0% of portfolio›$7.2M
Thompson Siegel & Walmsley LLC372,667
0.0% of portfolio›$7.1K
King Luther Capital Management Corp359,702
0.0% of portfolio›$6.9M
Intact Investment Management Inc.318,760
0.2% of portfolio›$6.1M
Wealth Enhancement Advisory Services, LLC250,986
0.0% of portfolio›$4.9M
Knights of Columbus Asset Advisors LLC201,571
0.2% of portfolio›$3.8M
Thrivent Financial for Lutherans162,561
0.0% of portfolio›$3.1K
Steinberg Asset Management LLC123,820
1.5% of portfolio›$2.4M
Sterling Capital Management LLC122,568
0.0% of portfolio›$2.3M
Campbell Newman Asset Management Inc117,300
0.2% of portfolio›$2.2M
Burney Co/94,120
0.0% of portfolio›$1.8M
Citigroup Inc89,948
0.0% of portfolio›$1.7M
Kornitzer Capital Management Inc88,600
0.0% of portfolio›$1.7M
Creative Planning83,808
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D79,867
0.0% of portfolio›$1.5M
Levin Capital Strategies, L.P.68,292
0.1% of portfolio›$1.3M
J. Derek Lewis & Associates Inc.67,000
0.2% of portfolio›$1.3M
Arizona State Retirement System66,445
0.0% of portfolio›$1.3M
State of Wyoming65,414
0.1% of portfolio›$1.2M
Strategic Blueprint, LLC48,579
0.0% of portfolio›$925.4K
MacKenzie Financial Corp36,827
0.0% of portfolio›$701.6K
Pictet Asset Management Holding SA36,560
0.0% of portfolio›$696.5K
New York Life Investment Management LLC36,449
0.0% of portfolio›$694.4K
Park Avenue Securities LLC36,365
0.0% of portfolio›$693
AlphaCore Capital LLC34,730
0.0% of portfolio›$661.6K
US Bancorp \de\33,326
0.0% of portfolio›$634.9K
Paradigm Asset Management Co LLC30,600
0.1% of portfolio›$582.9K
Choreo, LLC29,786
0.0% of portfolio›$567.4K
Fulton Bank, N.A.28,715
0.0% of portfolio›$547.0K
Virginia Retirement Systems ET Al27,200
0.0% of portfolio›$518.2K
111 Capital24,188
0.1% of portfolio›$460.8K
Truist Financial Corp22,054
0.0% of portfolio›$420.1K
Imc-Chicago, LLC21,347
0.0% of portfolio›$406.7K
Inspire Investing, LLC20,968
0.0% of portfolio›$399.4K
Machina Capital S.A.S.19,415
0.1% of portfolio›$369.9K
Ethic Inc.19,192
0.0% of portfolio›$365.6K
Xponance LLC18,596
0.0% of portfolio›$354.3K
Elevation Point Wealth Partners, LLC18,494
0.0% of portfolio›$352.3K
Exchange Traded Concepts, LLC18,401
0.0% of portfolio›$350.5K
Procyon Advisors, LLC17,983
0.0% of portfolio›$342.6K
Harmony Asset Management LLC17,425
0.1% of portfolio›$331.9K
Swiss Life Asset Management Ltd15,991
0.0% of portfolio›$304.6K
Lecap Asset Management LTD15,969
0.1% of portfolio›$304.2K
Advisor OS, LLC15,609
0.0% of portfolio›$297.4K
Axxion S.A.15,184
0.0% of portfolio›$289.3K
Investors Asset Management of Georgia Inc15,165
0.1% of portfolio›$288.9K
Inscription Capital, LLC14,814
0.0% of portfolio›$282.2K
Maryland State Retirement & Pension System14,118
0.0% of portfolio›$268.9K
Amalgamated Bank12,454
0.0% of portfolio›$237
Destiny Wealth Partners, LLC12,051
0.0% of portfolio›$250.3K
CIBC Asset Management Inc11,235
0.0% of portfolio›$214.0K
HB Wealth Management, LLC10,606
0.0% of portfolio›$202.0K
Koshinski Asset Management, Inc.10,356
0.0% of portfolio›$197.3K
Cullen T Bankers, Inc.10,277
0.0% of portfolio›$195.8K
Philadelphia Trust Co10,000
0.0% of portfolio›$191
Daytona Street Capital LLC8,000
0.1% of portfolio›$158.6K
Signaturefd, LLC7,587
0.0% of portfolio›$144.5K
Central Trust Co6,945
0.0% of portfolio›$132.3K
Gamma Investing LLC6,746
0.0% of portfolio›$128.5K
Blue Trust, Inc.6,533
0.0% of portfolio›$124.5K
OP Asset Management Ltd5,875
0.0% of portfolio›$111.9K
Versant Capital Management, Inc5,022
0.0% of portfolio›$95.7K
DekaBank Deutsche Girozentrale4,937
0.0% of portfolio›$94
Harbor Investment Advisory, LLC4,673
0.0% of portfolio›$89.0K
Covestor Ltd2,964
0.0% of portfolio›$56
Parallel Advisors, LLC2,834
0.0% of portfolio›$54.0K
Mirae Asset Global Investments Co., Ltd.2,051
0.0% of portfolio›$39.1K
CX Institutional2,003
0.0% of portfolio›$38
TD Waterhouse Canada Inc.2,000
0.0% of portfolio›$38.1K
EverSource Wealth Advisors, LLC1,370
0.0% of portfolio›$26.1K
North Star Investment Management Corp.1,321
0.0% of portfolio›$25.2K
Bayforest Capital Ltd1,267
0.0% of portfolio›$24.1K
Owl Creek Wealth Partners LLC1,230
0.0% of portfolio›$23.4K
Networth Advisors, LLC1,198
0.0% of portfolio›$22.8K
IFP Advisors, Inc1,031
0.0% of portfolio›$19.6K
Toth Financial Advisory Corp1,000
0.0% of portfolio›$19.1K
Kentucky Trust Co1,000
0.0% of portfolio›$19.1K
Larson Financial Group LLC976
0.0% of portfolio›$18.6K
Assetmark, Inc960
0.0% of portfolio›$18.3K
Financial Consulate, Inc945
0.0% of portfolio›$18.0K
Birch Financial Group, LLC922
0.0% of portfolio›$17.6K
Mitsubishi UFJ Asset Management Co., Ltd.873
0.0% of portfolio›$16.6K
Rossby Financial, LCC851
0.0% of portfolio›$16.2K
Farther Finance Advisors, LLC748
0.0% of portfolio›$14.2K
Root Financial Partners, LLC658
0.0% of portfolio›$12.5K
Caitong International Asset Management Co., Ltd635
0.0% of portfolio›$12.1K
TD Private Client Wealth LLC627
0.0% of portfolio›$11.9K
Elevation Wealth Partners, LLC608
0.0% of portfolio›$11.6K
Parkside Financial Bank & Trust589
0.0% of portfolio›$11.2K
First Command Advisory Services, Inc.566
0.0% of portfolio›$10.8K
Bell Investment Advisors, Inc475
0.0% of portfolio›$9.0K
SJS Investment Consulting Inc.447
0.0% of portfolio›$8.5K
Costello Asset Management, Inc400
0.0% of portfolio›$7.6K
Hickory Point Bank & Trust400
0.0% of portfolio›$7.6K
Signature Equity Partners, LLC396
0.0% of portfolio›$7.5K
Fortitude Family Office, LLC341
0.0% of portfolio›$6.5K
Hilton Head Capital Partners, LLC316
0.0% of portfolio›$6.0K
Essential Partners LLC315
0.0% of portfolio›$6.0K
Highline Wealth Partners LLC307
0.0% of portfolio›$5.8K
Nisa Investment Advisors, LLC276
0.0% of portfolio›$5.3K
Lanark Financial, Inc.254
0.0% of portfolio›$4.8K
TFC Financial Management, Inc.251
0.0% of portfolio›$4.8K
MassMutual Private Wealth & Trust, FSB205
0.0% of portfolio›$3.9K
Pinnacle Wealth Planning Services, Inc.195
0.0% of portfolio›$3.7K
Mather Group, Llc.177
0.0% of portfolio›$3.4K
Ascentis Wealth Management, LLC159
0.0% of portfolio›$3.0K
Fifth Third Bancorp120
0.0% of portfolio›$2.3K
Private Wealth Management Group, LLC116
0.0% of portfolio›$2.2K
True Wealth Design, LLC115
0.0% of portfolio›$2.2K
Elyxium Wealth, LLC115
0.0% of portfolio›$2.2K
Creative Capital Management Investments LLC88
0.0% of portfolio›$1.7K
Cromwell Holdings LLC73
0.0% of portfolio›$1.4K
Avion Wealth70
0.0% of portfolio›$1
Provenance Wealth Advisors, LLC66
0.0% of portfolio›$1.3K
JFS Wealth Advisors, LLC64
0.0% of portfolio›$1.2K
Silver Grove Financial Group, Inc.60
0.0% of portfolio›$1.1K
Salomon & Ludwin, LLC39
0.0% of portfolio›$743
SBI Securities Co., Ltd.34
0.0% of portfolio›$648
Wilkerson Advisory Group LLC34
0.0% of portfolio›$648
DiNuzzo Private Wealth, Inc.24
0.0% of portfolio›$458
MV Capital Management, Inc.23
0.0% of portfolio›$439
Bay Harbor Wealth Management, LLC21
0.0% of portfolio›$400
Quaker Wealth Management, LLC11
0.0% of portfolio›$210
Creative Financial Designs Inc10
0.0% of portfolio›$191
DecisionPoint Financial, LLC9
0.0% of portfolio›$172
Planning Strategies Inc.8
0.0% of portfolio›$152
Activest Wealth Management5
0.0% of portfolio›$95
American Capital Advisory, LLC3
0.0% of portfolio›$58
Hughes Financial Services, LLC3
0.0% of portfolio›$58
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
6,666,016$127.0M0.2%CoreMediumCharlotte, NC2026-11-04
Deprince Race & Zollo Inc
6,476,489$123.4M2.2%Deep ValueHighWinter Park, FL2026-10-13
Dimensional Fund Advisors LP
5,257,838$100.2M0.0%IndexLowAustin, TX2026-11-04
KBC Group NV
4,628,472$88.2K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Assenagon Asset Management S.A.
1,954,180$37.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Bank of New York Mellon Corp
1,756,511$33.5M0.0%CoreLowNew York, NY2026-11-05
Artemis Investment Management LLP
640,367$12.2M0.1%GARPHighEdinburgh, United Kingdom2026-10-08
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
487,571$9.3M0.3%CoreHighTurin, Latvia2026-10-22
Laurion Capital Management LP
475,285$9.1M0.1%GrowthVery HighNew York, NY2026-10-30
CenterBook Partners LP
385,080$7.3M0.3%ValueVery HighGreenwich, CT2026-11-02
Corbyn Investment Management Inc
384,496$7.3M2.2%ValueLowLutherville, MD2026-10-30
Strs Ohio
376,028$7.2M0.0%CoreMediumColumbus, OH2026-10-30
Thompson Siegel & Walmsley LLC
372,667$7.1K0.0%Deep ValueMediumRichmond, VA2026-11-05
King Luther Capital Management Corp
359,702$6.9M0.0%CoreLowFort Worth, TX2026-11-05
Intact Investment Management Inc.
318,760$6.1M0.2%YieldHighMontreal, Austria2026-11-03
Wealth Enhancement Advisory Services, LLC
250,986$4.9M0.0%CoreLowPlymouth, MN2026-10-13
Knights of Columbus Asset Advisors LLC
201,571$3.8M0.2%CoreMediumNew Haven, CT2026-11-05
Thrivent Financial for Lutherans
162,561$3.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Steinberg Asset Management LLC
123,820$2.4M1.5%CoreLowNew York, NY2026-10-29
Sterling Capital Management LLC
122,568$2.3M0.0%GARPMediumCharlotte, NC2026-10-22
Campbell Newman Asset Management Inc
117,300$2.2M0.2%GrowthMediumMilwaukee, WI2026-10-22
Burney Co/
94,120$1.8M0.0%GARPMediumReston, VA2026-10-15
Citigroup Inc
89,948$1.7M0.0%CoreMediumNew York, NY2026-11-04
Kornitzer Capital Management Inc
88,600$1.7M0.0%CoreLowShawnee Mission, KS2026-11-03
Creative Planning
83,808$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
State of New Jersey Common Pension Fund D
79,867$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Levin Capital Strategies, L.P.
68,292$1.3M0.1%ValueMediumNew York, NY2026-11-02
J. Derek Lewis & Associates Inc.
67,000$1.3M0.2%ETFLowNewport Beach, CA2026-11-03
Arizona State Retirement System
66,445$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Wyoming
65,414$1.2M0.1%ValueHighCheyenne, WY2026-10-28
Strategic Blueprint, LLC
48,579$925.4K0.0%ETFLowAtlanta, GA2026-10-22
MacKenzie Financial Corp
36,827$701.6K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Pictet Asset Management Holding SA
36,560$696.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York Life Investment Management LLC
36,449$694.4K0.0%GrowthLowNew York, NY2026-11-04
Park Avenue Securities LLC
36,365$6930.0%ETFMediumNew York, NY2026-10-26
AlphaCore Capital LLC
34,730$661.6K0.0%ETFLowLa Jolla, CA2026-11-04
US Bancorp \de\
33,326$634.9K0.0%IndexLowMinneapolis, MN2026-11-05
Paradigm Asset Management Co LLC
30,600$582.9K0.1%GARPMediumNew York, NY2026-11-05
Choreo, LLC
29,786$567.4K0.0%IndexLowRockford, IL2026-10-28
Fulton Bank, N.A.
28,715$547.0K0.0%CoreLowLancaster, PA2026-10-14
Virginia Retirement Systems ET Al
27,200$518.2K0.0%CoreMediumRichmond, VA2026-10-28
111 Capital
24,188$460.8K0.1%CoreVery HighParis, India2026-11-03
Truist Financial Corp
22,054$420.1K0.0%CoreLowCharlotte, NC2026-10-30
Imc-Chicago, LLC
21,347$406.7K0.0%GARPVery HighChicago, IL2026-11-05
Inspire Investing, LLC
20,968$399.4K0.0%GARPHighMeridian, ID2026-10-22
Machina Capital S.A.S.
19,415$369.9K0.1%ValueVery HighParis, India2026-11-05
Ethic Inc.
19,192$365.6K0.0%CoreLowNew York, NY2026-11-03
Xponance LLC
18,596$354.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Elevation Point Wealth Partners, LLC
18,494$352.3K0.0%CoreHighDenver, CO2026-11-05
Exchange Traded Concepts, LLC
18,401$350.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
Procyon Advisors, LLC
17,983$342.6K0.0%CoreVery LowShelton, CT2026-10-21
Harmony Asset Management LLC
17,425$331.9K0.1%GrowthMediumScottsdale, AZ2026-10-20
Swiss Life Asset Management Ltd
15,991$304.6K0.0%CoreLowZurich, Switzerland2026-11-03
Lecap Asset Management LTD
15,969$304.2K0.1%ValueVery HighLondon, United Kingdom2026-10-27
Advisor OS, LLC
15,609$297.4K0.0%ETFMediumChicago, IL2026-11-03
Axxion S.A.
15,184$289.3K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Investors Asset Management of Georgia Inc
15,165$288.9K0.1%GARPLowAtlanta, GA2026-10-20
Inscription Capital, LLC
14,814$282.2K0.0%GARPMediumHouston, TX2026-11-02
Maryland State Retirement & Pension System
14,118$268.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Amalgamated Bank
12,454$2370.0%CoreVery LowNew York, NY2026-10-23
Destiny Wealth Partners, LLC
12,051$250.3K0.0%ETFMediumTavares, FL2026-11-05
CIBC Asset Management Inc
11,235$214.0K0.0%GARPLowToronto, South Africa2026-11-05
HB Wealth Management, LLC
10,606$202.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Koshinski Asset Management, Inc.
10,356$197.3K0.0%ETFLowDecatur, IL2026-10-29
Cullen T Bankers, Inc.
10,277$195.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Philadelphia Trust Co
10,000$1910.0%GrowthLowPhiladelphia, PA2026-11-05
Daytona Street Capital LLC
8,000$158.6K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Signaturefd, LLC
7,587$144.5K0.0%IndexLowAtlanta, GA2026-10-23
Central Trust Co
6,945$132.3K0.0%CoreLowJefferson City, MO2026-11-05
Gamma Investing LLC
6,746$128.5K0.0%IndexVery LowFoster City, CA2026-10-08
Blue Trust, Inc.
6,533$124.5K0.0%ETFLowBrentwood, TN2026-10-15
OP Asset Management Ltd
5,875$111.9K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Versant Capital Management, Inc
5,022$95.7K0.0%GARPLowPhoenix, AZ2026-10-02
DekaBank Deutsche Girozentrale
4,937$940.0%CoreLowFrankfurt, Hong Kong2026-10-27
Harbor Investment Advisory, LLC
4,673$89.0K0.0%GrowthLowLutherville, MD2026-10-13
Covestor Ltd
2,964$560.0%ValueHighLondon, United Kingdom2026-10-30
Parallel Advisors, LLC
2,834$54.0K0.0%IndexLowSan Francisco, CA2026-11-03
Mirae Asset Global Investments Co., Ltd.
2,051$39.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
CX Institutional
2,003$380.0%CoreMediumAuburn, IN2026-10-02
TD Waterhouse Canada Inc.
2,000$38.1K0.0%CoreLowToronto, Australia2026-10-16
EverSource Wealth Advisors, LLC
1,370$26.1K0.0%CoreMediumBirmingham, AL2026-11-04
North Star Investment Management Corp.
1,321$25.2K0.0%CoreLowChicago, IL2026-10-27
Bayforest Capital Ltd
1,267$24.1K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Owl Creek Wealth Partners LLC
1,230$23.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Networth Advisors, LLC
1,198$22.8K0.0%ETFMediumCanonsburg, PA2026-11-03
IFP Advisors, Inc
1,031$19.6K0.0%GrowthLowTampa, FL2026-10-16
Toth Financial Advisory Corp
1,000$19.1K0.0%CoreLowLeesburg, VA2026-10-08
Kentucky Trust Co
1,000$19.1K0.0%CoreVery LowDanville, KY2026-10-15
Larson Financial Group LLC
976$18.6K0.0%GrowthLowSt Louis, MO2026-11-05
Assetmark, Inc
960$18.3K0.0%ETFLowConcord, CA2026-10-21
Financial Consulate, Inc
945$18.0K0.0%ETFLowHunt Valley, MD2026-10-23
Birch Financial Group, LLC
922$17.6K0.0%CoreLowKeene, NH2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
873$16.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Rossby Financial, LCC
851$16.2K0.0%ETFMediumMelbourne, FL2026-11-05
Farther Finance Advisors, LLC
748$14.2K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
658$12.5K0.0%ETFMediumEncinitas, CA2026-10-21
Caitong International Asset Management Co., Ltd
635$12.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
TD Private Client Wealth LLC
627$11.9K0.0%ETFLowNew York, NY2026-10-28
Elevation Wealth Partners, LLC
608$11.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Parkside Financial Bank & Trust
589$11.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
First Command Advisory Services, Inc.
566$10.8K0.0%IndexLowFort Worth, TX2026-11-05
Bell Investment Advisors, Inc
475$9.0K0.0%ETFVery LowOrinda, CA2026-10-29
SJS Investment Consulting Inc.
447$8.5K0.0%ETFVery LowSylvania, OH2026-10-26
Costello Asset Management, Inc
400$7.6K0.0%CoreLowFeasterville, PA2026-10-30
Hickory Point Bank & Trust
400$7.6K0.0%CoreVery LowDecatur, IL2026-10-01
Signature Equity Partners, LLC
396$7.5K0.0%GrowthMediumColumbus, OH2026-10-29
Fortitude Family Office, LLC
341$6.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Hilton Head Capital Partners, LLC
316$6.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Essential Partners LLC
315$6.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Highline Wealth Partners LLC
307$5.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Nisa Investment Advisors, LLC
276$5.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Lanark Financial, Inc.
254$4.8K0.0%CoreMediumBirmingham, AL2026-10-26
TFC Financial Management, Inc.
251$4.8K0.0%ETFVery LowBoston, MA2026-10-26
MassMutual Private Wealth & Trust, FSB
205$3.9K0.0%CoreLowSpringfield, MA2026-10-05
Pinnacle Wealth Planning Services, Inc.
195$3.7K0.0%GARPLowMansfield, OH2026-10-27
Mather Group, Llc.
177$3.4K0.0%ETFMediumChicago, IL2026-10-14
Ascentis Wealth Management, LLC
159$3.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Fifth Third Bancorp
120$2.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Wealth Management Group, LLC
116$2.2K0.0%ETFLowPrinceton, NJ2026-10-19
True Wealth Design, LLC
115$2.2K0.0%ETFMediumAkron, OH2026-10-13
Elyxium Wealth, LLC
115$2.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Creative Capital Management Investments LLC
88$1.7K0.0%ETFLowSan Diego, CA2026-10-28
Cromwell Holdings LLC
73$1.4K0.0%IndexLowJackson, WY2026-10-28
Avion Wealth
70$10.0%ETFLowThe Woodlands, TX2026-11-04
Provenance Wealth Advisors, LLC
66$1.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
JFS Wealth Advisors, LLC
64$1.2K0.0%ETFVery LowHermitage, PA2026-11-03
Silver Grove Financial Group, Inc.
60$1.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Salomon & Ludwin, LLC
39$7430.0%ETFVery LowRichmond, VA2026-10-29
SBI Securities Co., Ltd.
34$6480.0%Agg GrowthLowTokyo, Mexico2026-10-22
Wilkerson Advisory Group LLC
34$6480.0%ETFMediumColumbia, MO2026-10-20
DiNuzzo Private Wealth, Inc.
24$4580.0%ETFLowBeaver, PA2026-10-16
MV Capital Management, Inc.
23$4390.0%ETFLowBethesda, MD2026-10-29
Bay Harbor Wealth Management, LLC
21$4000.0%ETFMediumHunt Valley, MD2026-11-03
Quaker Wealth Management, LLC
11$2100.0%ETFMediumMoorestown, NJ2026-10-22
Creative Financial Designs Inc
10$1910.0%ETFMediumKokomo, IN2026-11-04
DecisionPoint Financial, LLC
9$1720.0%ETFVery LowMesa, AZ2026-10-27
Planning Strategies Inc.
8$1520.0%ETFN/ALancaster, PA2026-10-02
Activest Wealth Management
5$950.0%ETFLowAventura, FL2026-10-15
American Capital Advisory, LLC
3$580.0%ETFLowKetchum, ID2026-10-28
Hughes Financial Services, LLC
3$580.0%ETFLowHerndon, VA2026-10-30