IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ryan Specialty Holdings Inc (RYAN)

CUSIP: 78351F107 | NYSE | Financial Services · Insurance - Specialty | Mid Cap | 823 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Montrusco Bolton Investments Inc.2,016,985
1.3% of portfolio›$74.6M
Fenimore Asset Management Inc1,330,600
1.1% of portfolio›$49.2M
Sumitomo Mitsui Trust Group, Inc.1,173,698
0.0% of portfolio›$43.4M
Dimensional Fund Advisors LP945,677
0.0% of portfolio›$35.0M
Waters Parkerson & Co., LLC592,651
1.1% of portfolio›$21.9M
Dudley & Shanley, Inc.465,889
2.7% of portfolio›$17.2M
Granite Investment Partners, LLC341,540
0.7% of portfolio›$12.6M
Confluence Investment Management LLC311,140
0.2% of portfolio›$11.5M
Bellecapital International Ltd.301,703
1.6% of portfolio›$11.2M
Principal Financial Group Inc246,693
0.0% of portfolio›$9.1M
C WorldWide Group Holding A/S227,142
0.0% of portfolio›$8.4K
Creative Planning217,165
0.0% of portfolio›$8.0M
Equitable Trust Co176,143
0.3% of portfolio›$6.5M
Northwestern University119,046
6.8% of portfolio›$4.4M
Retirement Systems of Alabama110,807
0.0% of portfolio›$4.1M
Pictet Asset Management Holding SA109,640
0.0% of portfolio›$4.1M
Motley Fool Asset Management LLC106,815
0.1% of portfolio›$4.0M
Torray Investment Partners LLC77,740
0.4% of portfolio›$2.9M
HB Wealth Management, LLC58,064
0.0% of portfolio›$2.1M
Embree Financial Group48,688
0.2% of portfolio›$1.8M
Romano Brothers and Company48,400
0.2% of portfolio›$1.8M
Amalgamated Bank48,291
0.0% of portfolio›$1.8K
Tributary Capital Management, LLC47,592
0.2% of portfolio›$1.8M
Strs Ohio47,048
0.0% of portfolio›$1.7M
Ejmk Ventures LLC43,314
0.7% of portfolio›$1.6M
Nicholas Company, Inc.43,235
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D40,976
0.0% of portfolio›$1.5M
Kathmere Capital Management, LLC40,241
0.1% of portfolio›$1.5M
Mutual of America Capital Management LLC39,138
0.0% of portfolio›$1.4M
CoreCap Advisors, LLC37,326
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System31,900
0.0% of portfolio›$1.2M
Arizona State Retirement System30,981
0.0% of portfolio›$1.1M
Daiwa Securities Group Inc.28,199
0.0% of portfolio›$1.0M
Integrity Alliance, Llc.28,106
0.0% of portfolio›$1.0M
Yousif Capital Management, LLC27,677
0.0% of portfolio›$1.0M
DekaBank Deutsche Girozentrale27,334
0.0% of portfolio›$1.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS25,643
0.0% of portfolio›$948.8K
State of Michigan Retirement System25,200
0.0% of portfolio›$932.4K
Vise Technologies, Inc.24,941
0.0% of portfolio›$922.8K
Gerber Kawasaki Wealth & Investment Management23,077
0.0% of portfolio›$853.8K
Oregon Public Employees Retirement Fund22,217
0.0% of portfolio›$822.0K
Wasatch Advisors LP21,024
0.0% of portfolio›$777.9K
Exchange Traded Concepts, LLC20,470
0.0% of portfolio›$757.4K
Atria Investments, Inc18,193
0.0% of portfolio›$673.1K
TCP Asset Management, LLC17,501
0.1% of portfolio›$659.3K
New York State Teachers Retirement System16,738
0.0% of portfolio›$619
Citigroup Inc14,678
0.0% of portfolio›$543.1K
Quadrant Capital Group LLC14,566
0.0% of portfolio›$551.3K
Inspire Investing, LLC14,233
0.0% of portfolio›$526.6K
Xponance LLC14,221
0.0% of portfolio›$526.2K
Wealth Enhancement Advisory Services, LLC13,884
0.0% of portfolio›$524.7K
Truist Financial Corp12,464
0.0% of portfolio›$461.2K
Kestra Advisory Services, LLC11,827
0.0% of portfolio›$437.6K
HUB Investment Partners, LLC11,562
0.0% of portfolio›$427.8K
SevenBridge Financial Group, LLC11,399
0.1% of portfolio›$488.9K
Norden Group LLC11,015
0.0% of portfolio›$407.5K
State of Alaska, Department of Revenue10,181
0.0% of portfolio›$376
Evergreen Capital Management LLC9,179
0.0% of portfolio›$339.6K
Fifth Third Wealth Advisors LLC8,420
0.0% of portfolio›$311.5K
Compass Ion Advisors, LLC8,040
0.0% of portfolio›$297.5K
Crossmark Global Holdings, Inc.7,455
0.0% of portfolio›$275.8K
Chicago Capital, LLC7,435
0.0% of portfolio›$275.1K
Praxis Investment Management Inc7,111
0.0% of portfolio›$263
Davenport & Co LLC7,030
0.0% of portfolio›$260.1K
Oppenheimer Asset Management Inc.6,877
0.0% of portfolio›$254.4K
Swiss Life Asset Management Ltd6,770
0.0% of portfolio›$250.5K
OpenArc Corporate Advisory, LLC6,339
0.0% of portfolio›$234.5K
Choreo, LLC5,738
0.0% of portfolio›$212.3K
TD Waterhouse Canada Inc.5,576
0.0% of portfolio›$214.0K
Signaturefd, LLC5,450
0.0% of portfolio›$201.7K
Parallel Advisors, LLC4,657
0.0% of portfolio›$172.3K
KBC Group NV4,075
0.0% of portfolio›$151
Fulcrum Asset Management LLP3,786
0.0% of portfolio›$143.3K
Summit Securities Group LLC3,672
0.0% of portfolio›$135.9K
Farther Finance Advisors, LLC3,599
0.0% of portfolio›$133.2K
Gamma Investing LLC2,749
0.0% of portfolio›$101.7K
Sterling Capital Management LLC2,626
0.0% of portfolio›$97.2K
Harbor Capital Advisors, Inc.2,146
0.0% of portfolio›$79
Covestor Ltd1,956
0.0% of portfolio›$72
Versant Capital Management, Inc1,049
0.0% of portfolio›$38.8K
Cherry Tree Wealth Management, LLC1,000
0.0% of portfolio›$37.0K
Caitong International Asset Management Co., Ltd914
0.0% of portfolio›$33.8K
Fortitude Family Office, LLC907
0.0% of portfolio›$33.6K
Nisa Investment Advisors, LLC764
0.0% of portfolio›$28.3K
Assetmark, Inc686
0.0% of portfolio›$25.4K
Owl Creek Wealth Partners LLC660
0.0% of portfolio›$24.4K
Elevation Wealth Partners, LLC647
0.0% of portfolio›$23.9K
CX Institutional602
0.0% of portfolio›$22
North Star Investment Management Corp.590
0.0% of portfolio›$21.8K
James T. Borello RIA444
0.0% of portfolio›$16.4K
EverSource Wealth Advisors, LLC377
0.0% of portfolio›$13.9K
MassMutual Private Wealth & Trust, FSB339
0.0% of portfolio›$12.5K
Mitsubishi UFJ Asset Management Co., Ltd.336
0.0% of portfolio›$12.4K
Buck Wealth Strategies, LLC312
0.0% of portfolio›$11.5K
WPG Advisers, LLC288
0.0% of portfolio›$10.7K
Hurley Capital, LLC263
0.0% of portfolio›$9.8K
Pinnacle Wealth Planning Services, Inc.190
0.0% of portfolio›$7.0K
Elyxium Wealth, LLC163
0.0% of portfolio›$6.0K
Wolff Wiese Magana LLC158
0.0% of portfolio›$5.8K
Birch Financial Group, LLC156
0.0% of portfolio›$5.8K
Bare Financial Services, Inc153
0.0% of portfolio›$5.7K
Root Financial Partners, LLC127
0.0% of portfolio›$4.7K
SJS Investment Consulting Inc.107
0.0% of portfolio›$4.0K
Farmers & Merchants Investments Inc87
0.0% of portfolio›$3.2K
First Horizon Corp75
0.0% of portfolio›$2.8K
IFP Advisors, Inc67
0.0% of portfolio›$2.5K
Private Wealth Management Group, LLC58
0.0% of portfolio›$2.1K
GK Wealth Management LLC58
0.0% of portfolio›$2.1K
Private Trust Co NA57
0.0% of portfolio›$2.1K
Abound Wealth Management47
0.0% of portfolio›$1.8K
Avion Wealth46
0.0% of portfolio›$1
Provenance Wealth Advisors, LLC37
0.0% of portfolio›$1.4K
Cromwell Holdings LLC36
0.0% of portfolio›$1.3K
Planning Strategies Inc.35
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.35
0.0% of portfolio›$1.3K
Mather Group, Llc.34
0.0% of portfolio›$1.3K
Proathlete Wealth Management LLC34
0.0% of portfolio›$1.3K
TD Private Client Wealth LLC29
0.0% of portfolio›$1.1K
Gilpin Wealth Management, LLC29
0.0% of portfolio›$1.1K
UMB Private Wealth Management, LLC26
0.0% of portfolio›$962
SBI Securities Co., Ltd.25
0.0% of portfolio›$925
Parkside Financial Bank & Trust22
0.0% of portfolio›$814
Pension & Wealth Management Advisors, Inc.19
0.0% of portfolio›$703
TFC Financial Management, Inc.17
0.0% of portfolio›$629
Valley National Advisers Inc16
0.0% of portfolio›$592
Brown, Lisle Ings, Inc.12
0.0% of portfolio›$444
MV Capital Management, Inc.11
0.0% of portfolio›$407
Birchwood Financial Partners, Inc.10
0.0% of portfolio›$370
Breakwater Investment Management9
0.0% of portfolio›$333
American Capital Advisory, LLC3
0.0% of portfolio›$111
Hughes Financial Services, LLC2
0.0% of portfolio›$87
StyleTurnoverLocationFiled
Montrusco Bolton Investments Inc.
2,016,985$74.6M1.3%GrowthMediumMontreal, Austria2026-10-13
Fenimore Asset Management Inc
1,330,600$49.2M1.1%CoreLowCobleskill, NY2026-10-08
Sumitomo Mitsui Trust Group, Inc.
1,173,698$43.4M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Dimensional Fund Advisors LP
945,677$35.0M0.0%IndexLowAustin, TX2026-11-04
Waters Parkerson & Co., LLC
592,651$21.9M1.1%CoreVery LowNew Orleans, LA2026-11-04
Dudley & Shanley, Inc.
465,889$17.2M2.7%CoreMediumPalm Beach, FL2026-10-06
Granite Investment Partners, LLC
341,540$12.6M0.7%CoreMediumEl Segundo, CA2026-11-04
Confluence Investment Management LLC
311,140$11.5M0.2%ValueMediumSt. Louis, MO2026-10-01
Bellecapital International Ltd.
301,703$11.2M1.6%GrowthMediumZurich, Switzerland2026-10-21
Principal Financial Group Inc
246,693$9.1M0.0%CoreLowDes Moines, IA2026-11-02
C WorldWide Group Holding A/S
227,142$8.4K0.0%CoreLowCopenhagen, Greece2026-11-04
Creative Planning
217,165$8.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Equitable Trust Co
176,143$6.5M0.3%CoreLowNashville, TN2026-10-13
Northwestern University
119,046$4.4M6.8%Deep ValueVery LowEvanston, IL2026-10-21
Retirement Systems of Alabama
110,807$4.1M0.0%IndexLowMontgomery, AL2026-11-04
Pictet Asset Management Holding SA
109,640$4.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Motley Fool Asset Management LLC
106,815$4.0M0.1%GrowthMediumAlexandria, VA2026-10-27
Torray Investment Partners LLC
77,740$2.9M0.4%GARPMediumBethesda, MD2026-10-30
HB Wealth Management, LLC
58,064$2.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Embree Financial Group
48,688$1.8M0.2%ETFLowChicago, IL2026-10-22
Romano Brothers and Company
48,400$1.8M0.2%CoreLowEvanston, IL2026-10-22
Amalgamated Bank
48,291$1.8K0.0%CoreVery LowNew York, NY2026-10-23
Tributary Capital Management, LLC
47,592$1.8M0.2%ValueMediumOmaha, NE2026-10-28
Strs Ohio
47,048$1.7M0.0%CoreMediumColumbus, OH2026-10-30
Ejmk Ventures LLC
43,314$1.6M0.7%GrowthMediumItasca, IL2026-10-21
Nicholas Company, Inc.
43,235$1.6M0.0%CoreLowMilwaukee, WI2026-11-05
State of New Jersey Common Pension Fund D
40,976$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Kathmere Capital Management, LLC
40,241$1.5M0.1%ETFLowWayne, PA2026-10-20
Mutual of America Capital Management LLC
39,138$1.4M0.0%IndexLowNew York, NY2026-10-23
CoreCap Advisors, LLC
37,326$1.4M0.0%ETFMediumSouthfield, MI2026-10-08
Louisiana State Employees Retirement System
31,900$1.2M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
30,981$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Daiwa Securities Group Inc.
28,199$1.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Integrity Alliance, Llc.
28,106$1.0M0.0%ETFMediumUrbandale, IA2026-10-29
Yousif Capital Management, LLC
27,677$1.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
DekaBank Deutsche Girozentrale
27,334$1.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
25,643$948.8K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
25,200$932.4K0.0%IndexLowEast Lansing, MI2026-10-27
Vise Technologies, Inc.
24,941$922.8K0.0%IndexLowNew York, NY2026-10-29
Gerber Kawasaki Wealth & Investment Management
23,077$853.8K0.0%ETFLowSanta Monica, CA2026-10-29
Oregon Public Employees Retirement Fund
22,217$822.0K0.0%IndexVery LowTigard, OR2026-10-30
Wasatch Advisors LP
21,024$777.9K0.0%GARPMediumSalt Lake City, UT2026-10-13
Exchange Traded Concepts, LLC
20,470$757.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Atria Investments, Inc
18,193$673.1K0.0%CoreMediumCharlotte, NC2026-10-15
TCP Asset Management, LLC
17,501$659.3K0.1%ETFLowUpper Arlington, OH2026-10-14
New York State Teachers Retirement System
16,738$6190.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
14,678$543.1K0.0%CoreMediumNew York, NY2026-11-04
Quadrant Capital Group LLC
14,566$551.3K0.0%CoreLowCincinnati, OH2026-10-20
Inspire Investing, LLC
14,233$526.6K0.0%GARPHighMeridian, ID2026-10-22
Xponance LLC
14,221$526.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
13,884$524.7K0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
12,464$461.2K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
11,827$437.6K0.0%CoreLowAustin, TX2026-11-02
HUB Investment Partners, LLC
11,562$427.8K0.0%GrowthLowAustin, TX2026-11-03
SevenBridge Financial Group, LLC
11,399$488.9K0.1%CoreLowHarrisburg, PA2026-10-26
Norden Group LLC
11,015$407.5K0.0%GrowthMediumProvo, UT2026-10-20
State of Alaska, Department of Revenue
10,181$3760.0%CoreVery LowJuneau, AK2026-10-15
Evergreen Capital Management LLC
9,179$339.6K0.0%GARPMediumBellevue, WA2026-10-23
Fifth Third Wealth Advisors LLC
8,420$311.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Compass Ion Advisors, LLC
8,040$297.5K0.0%ETFVery LowConshohocken, PA2026-10-23
Crossmark Global Holdings, Inc.
7,455$275.8K0.0%GARPMediumHouston, TX2026-10-21
Chicago Capital, LLC
7,435$275.1K0.0%GrowthLowChicago, IL2026-10-13
Praxis Investment Management Inc
7,111$2630.0%CoreLowGoshen, IN2026-11-03
Davenport & Co LLC
7,030$260.1K0.0%CoreMediumRichmond, VA2026-10-14
Oppenheimer Asset Management Inc.
6,877$254.4K0.0%CoreMediumNew York, NY2026-10-27
Swiss Life Asset Management Ltd
6,770$250.5K0.0%CoreLowZurich, Switzerland2026-11-03
OpenArc Corporate Advisory, LLC
6,339$234.5K0.0%GrowthLowAtlanta, GA2026-10-21
Choreo, LLC
5,738$212.3K0.0%IndexLowRockford, IL2026-10-28
TD Waterhouse Canada Inc.
5,576$214.0K0.0%CoreLowToronto, Australia2026-10-16
Signaturefd, LLC
5,450$201.7K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
4,657$172.3K0.0%IndexLowSan Francisco, CA2026-11-03
KBC Group NV
4,075$1510.0%CoreMediumBrussels, Czech Republic2026-10-22
Fulcrum Asset Management LLP
3,786$143.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Summit Securities Group LLC
3,672$135.9K0.0%CoreVery HighNew York, NY2026-11-05
Farther Finance Advisors, LLC
3,599$133.2K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
2,749$101.7K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
2,626$97.2K0.0%GARPMediumCharlotte, NC2026-10-22
Harbor Capital Advisors, Inc.
2,146$790.0%ValueHighChicago, IL2026-10-22
Covestor Ltd
1,956$720.0%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
1,049$38.8K0.0%GARPLowPhoenix, AZ2026-10-02
Cherry Tree Wealth Management, LLC
1,000$37.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
Caitong International Asset Management Co., Ltd
914$33.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fortitude Family Office, LLC
907$33.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Nisa Investment Advisors, LLC
764$28.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Assetmark, Inc
686$25.4K0.0%ETFLowConcord, CA2026-10-21
Owl Creek Wealth Partners LLC
660$24.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Elevation Wealth Partners, LLC
647$23.9K0.0%ETFLowWalnut Creek, CA2026-10-07
CX Institutional
602$220.0%CoreMediumAuburn, IN2026-10-02
North Star Investment Management Corp.
590$21.8K0.0%CoreLowChicago, IL2026-10-27
James T. Borello RIA
444$16.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
EverSource Wealth Advisors, LLC
377$13.9K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
339$12.5K0.0%CoreLowSpringfield, MA2026-10-05
Mitsubishi UFJ Asset Management Co., Ltd.
336$12.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Buck Wealth Strategies, LLC
312$11.5K0.0%ValueMediumDenver, CO2026-10-28
WPG Advisers, LLC
288$10.7K0.0%CoreLowBaltimore, MD2026-10-27
Hurley Capital, LLC
263$9.8K0.0%GARPMediumNew York, NY2026-11-05
Pinnacle Wealth Planning Services, Inc.
190$7.0K0.0%GARPLowMansfield, OH2026-10-27
Elyxium Wealth, LLC
163$6.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Wolff Wiese Magana LLC
158$5.8K0.0%GrowthLowCarslbad, CA2026-10-15
Birch Financial Group, LLC
156$5.8K0.0%CoreLowKeene, NH2026-10-27
Bare Financial Services, Inc
153$5.7K0.0%ETFVery LowGap, PA2026-11-04
Root Financial Partners, LLC
127$4.7K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
107$4.0K0.0%ETFVery LowSylvania, OH2026-10-26
Farmers & Merchants Investments Inc
87$3.2K0.0%CoreVery LowLincoln, NE2026-10-22
First Horizon Corp
75$2.8K0.0%CoreLowMemphis, TN2026-10-26
IFP Advisors, Inc
67$2.5K0.0%GrowthLowTampa, FL2026-10-16
Private Wealth Management Group, LLC
58$2.1K0.0%ETFLowPrinceton, NJ2026-10-19
GK Wealth Management LLC
58$2.1K0.0%GARPVery HighReno, NV2026-10-09
Private Trust Co NA
57$2.1K0.0%CoreLowCleveland, OH2026-10-20
Abound Wealth Management
47$1.8K0.0%ETFVery LowFranklin, TN2026-10-26
Avion Wealth
46$10.0%ETFLowThe Woodlands, TX2026-11-04
Provenance Wealth Advisors, LLC
37$1.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cromwell Holdings LLC
36$1.3K0.0%IndexLowJackson, WY2026-10-28
Planning Strategies Inc.
35$1.3K0.0%ETFN/ALancaster, PA2026-10-02
Physician Wealth Advisors, Inc.
35$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Mather Group, Llc.
34$1.3K0.0%ETFMediumChicago, IL2026-10-14
Proathlete Wealth Management LLC
34$1.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
TD Private Client Wealth LLC
29$1.1K0.0%ETFLowNew York, NY2026-10-28
Gilpin Wealth Management, LLC
29$1.1K0.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
26$9620.0%GrowthN/AKansas City, MO2026-10-19
SBI Securities Co., Ltd.
25$9250.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parkside Financial Bank & Trust
22$8140.0%CoreVery LowSaint Louis, MO2026-10-27
Pension & Wealth Management Advisors, Inc.
19$7030.0%ETFLowWaltham, MA2026-10-16
TFC Financial Management, Inc.
17$6290.0%ETFVery LowBoston, MA2026-10-26
Valley National Advisers Inc
16$5920.0%ETFLowBethlehem, PA2026-10-23
Brown, Lisle Ings, Inc.
12$4440.0%CoreVery LowProvidence, RI2026-10-16
MV Capital Management, Inc.
11$4070.0%ETFLowBethesda, MD2026-10-29
Birchwood Financial Partners, Inc.
10$3700.0%ETFVery LowBloomington, MN2026-11-02
Breakwater Investment Management
9$3330.0%ETFLowSeattle, WA2026-10-20
American Capital Advisory, LLC
3$1110.0%ETFLowKetchum, ID2026-10-28
Hughes Financial Services, LLC
2$870.0%ETFLowHerndon, VA2026-10-30