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Servisfirst Bancshares Inc (SFBS)

CUSIP: 81768T108 | NYSE | Financial Services · Banks - Regional | Mid Cap | 838 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
13GVanguard Capital Management LLC5,471,3055.0%New 5%+ stakeSep 30, 202692d ahead of 13F (2,320,653 sh) · +3,150,652
13GVanguard Capital Management LLC5,471,305
5.0% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (2,320,653 sh) · +3,150,652

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,406,521
0.0% of portfolio›$96.2M
Welch Group, LLC1,885,113
2.6% of portfolio›$75.4M
Principal Financial Group Inc1,873,332
0.0% of portfolio›$74.9M
Copeland Capital Management, LLC1,436,928
1.3% of portfolio›$57.4M
Wasatch Advisors LP942,343
0.3% of portfolio›$37.7M
Bank of New York Mellon Corp857,000
0.0% of portfolio›$34.3M
Mutual of America Capital Management LLC269,443
0.1% of portfolio›$10.8M
ProShare Advisors LLC241,567
0.0% of portfolio›$9.7M
Creative Planning182,207
0.0% of portfolio›$7.3M
B. Metzler seel. Sohn & Co. AG134,360
0.0% of portfolio›$5.4M
TrueWealth Advisors, LLC130,926
1.2% of portfolio›$5.2M
Wedge Capital Management L L P99,312
0.1% of portfolio›$4.0M
Watchman Group, Inc.70,683
0.7% of portfolio›$2.8M
Thrivent Financial for Lutherans66,639
0.0% of portfolio›$2.7K
Eubel Brady & Suttman Asset Management Inc65,900
0.0% of portfolio›$2.6K
Regions Financial Corp58,671
0.0% of portfolio›$2.3M
Citigroup Inc58,041
0.0% of portfolio›$2.3M
Illinois Municipal Retirement Fund52,721
0.0% of portfolio›$2.1M
Blue Trust, Inc.50,110
0.0% of portfolio›$2.0M
Fifth Third Bancorp48,271
0.0% of portfolio›$1.9M
HB Wealth Management, LLC43,380
0.0% of portfolio›$1.7M
Louisiana State Employees Retirement System43,300
0.0% of portfolio›$1.7M
Avidian Wealth Enterprises, LLC39,587
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D39,508
0.0% of portfolio›$1.6M
Integrity Alliance, Llc.36,962
0.0% of portfolio›$1.5M
Daiwa Securities Group Inc.36,678
0.0% of portfolio›$1.5M
New York State Teachers Retirement System30,407
0.0% of portfolio›$1.2K
Smith Thornton Advisors LLC30,310
0.5% of portfolio›$1.2M
Arizona State Retirement System29,256
0.0% of portfolio›$1.2M
Amalgamated Bank26,448
0.0% of portfolio›$1.1K
Yousif Capital Management, LLC26,013
0.0% of portfolio›$1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,955
0.0% of portfolio›$957.7K
Oakworth Capital, Inc.23,233
0.0% of portfolio›$928.9K
Oregon Public Employees Retirement Fund22,764
0.0% of portfolio›$910.1K
Navigate Wealth Management, LLC21,972
0.5% of portfolio›$843.9K
State of Alaska, Department of Revenue21,329
0.0% of portfolio›$851
Wealth Enhancement Advisory Services, LLC20,883
0.0% of portfolio›$806.1K
Harbor Capital Advisors, Inc.20,711
0.0% of portfolio›$828
DekaBank Deutsche Girozentrale20,684
0.0% of portfolio›$825
EverSource Wealth Advisors, LLC20,266
0.0% of portfolio›$810.2K
TD Waterhouse Canada Inc.19,696
0.0% of portfolio›$782.3K
Kestra Advisory Services, LLC18,673
0.0% of portfolio›$746.6K
Fifth Third Wealth Advisors LLC18,625
0.0% of portfolio›$744.6K
Pictet Asset Management Holding SA18,102
0.0% of portfolio›$723.7K
Sunburst Financial Group, LLC17,684
0.1% of portfolio›$707.0K
Inspire Investing, LLC15,932
0.0% of portfolio›$637.0K
US Bancorp \de\15,620
0.0% of portfolio›$624.5K
Lido Advisors, LLC14,766
0.0% of portfolio›$590.4K
State of Wyoming14,176
0.0% of portfolio›$566.8K
Virginia Retirement Systems ET Al14,100
0.0% of portfolio›$563.7K
Atria Investments, Inc13,368
0.0% of portfolio›$534.5K
Firethorn Wealth Partners, LLC12,388
0.2% of portfolio›$495.3K
Montag A & Associates Inc12,000
0.0% of portfolio›$479.8K
Keybank National Association11,968
0.0% of portfolio›$478.5K
Evergreen Capital Management LLC10,775
0.0% of portfolio›$430.8K
Xponance LLC10,062
0.0% of portfolio›$402.3K
Avantax Planning Partners, Inc.10,000
0.0% of portfolio›$399.8K
Abel Hall, LLC9,946
0.1% of portfolio›$397.6K
Strs Ohio8,900
0.0% of portfolio›$355.8K
Quadrant Capital Group LLC8,749
0.0% of portfolio›$337.4K
Arlington Trust Co LLC8,618
0.0% of portfolio›$344.5K
Sagespring Wealth Partners, LLC8,366
0.0% of portfolio›$334.5K
Butensky & Cohen Financial Security, Inc7,230
0.1% of portfolio›$289.1K
Swiss Life Asset Management Ltd7,010
0.0% of portfolio›$280.3K
Profund Advisors LLC6,928
0.0% of portfolio›$277.0K
Praxis Investment Management Inc6,668
0.0% of portfolio›$267
CIBC Asset Management Inc6,408
0.0% of portfolio›$256.2K
Crossmark Global Holdings, Inc.6,342
0.0% of portfolio›$253.6K
RFG Advisory, LLC6,257
0.0% of portfolio›$250.2K
Fairvoy Private Wealth, LLC6,200
0.0% of portfolio›$247.9K
LifeSteps Financial, Inc.6,000
0.1% of portfolio›$239.9K
Apollon Wealth Management, LLC5,392
0.0% of portfolio›$215.6K
KBC Group NV4,270
0.0% of portfolio›$171
Gamma Investing LLC3,438
0.0% of portfolio›$137.5K
Sterling Capital Management LLC3,385
0.0% of portfolio›$135.3K
Pinnacle Wealth Planning Services, Inc.3,336
0.0% of portfolio›$133.4K
Nisa Investment Advisors, LLC2,411
0.0% of portfolio›$96.4K
Versant Capital Management, Inc2,248
0.0% of portfolio›$89.9K
Signaturefd, LLC2,176
0.0% of portfolio›$87.0K
Covestor Ltd1,232
0.0% of portfolio›$49
Salomon & Ludwin, LLC1,212
0.0% of portfolio›$48.5K
First Horizon Corp984
0.0% of portfolio›$39.3K
Hilton Head Capital Partners, LLC982
0.0% of portfolio›$39.3K
Farther Finance Advisors, LLC939
0.0% of portfolio›$37.5K
Root Financial Partners, LLC880
0.0% of portfolio›$35.2K
Mitsubishi UFJ Asset Management Co., Ltd.724
0.0% of portfolio›$28.9K
SJS Investment Consulting Inc.538
0.0% of portfolio›$21.5K
Larson Financial Group LLC471
0.0% of portfolio›$18.8K
IFP Advisors, Inc412
0.0% of portfolio›$16.5K
Elyxium Wealth, LLC402
0.0% of portfolio›$16.1K
Birch Financial Group, LLC380
0.0% of portfolio›$15.2K
Bare Financial Services, Inc331
0.0% of portfolio›$13.2K
Essential Partners LLC318
0.0% of portfolio›$12.7K
Parkside Financial Bank & Trust310
0.0% of portfolio›$12.4K
Buck Wealth Strategies, LLC261
0.0% of portfolio›$10.4K
Jnba Financial Advisors236
0.0% of portfolio›$9.4K
MassMutual Private Wealth & Trust, FSB222
0.0% of portfolio›$8.9K
Wolff Wiese Magana LLC206
0.0% of portfolio›$8.2K
WPG Advisers, LLC200
0.0% of portfolio›$8.0K
Assetmark, Inc179
0.0% of portfolio›$7.2K
Parallel Advisors, LLC172
0.0% of portfolio›$6.9K
Pension & Wealth Management Advisors, Inc.140
0.0% of portfolio›$5.6K
Caitong International Asset Management Co., Ltd137
0.0% of portfolio›$5.5K
TD Private Client Wealth LLC128
0.0% of portfolio›$5.1K
Financial Network Wealth Advisors LLC119
0.0% of portfolio›$4.8K
JFS Wealth Advisors, LLC105
0.0% of portfolio›$4.2K
Albion Financial Group102
0.0% of portfolio›$4.1K
Farmers & Merchants Investments Inc98
0.0% of portfolio›$3.9K
Fortitude Family Office, LLC94
0.0% of portfolio›$3.8K
Bell Investment Advisors, Inc86
0.0% of portfolio›$3.4K
Ascentis Wealth Management, LLC79
0.0% of portfolio›$3.2K
Atlantic Edge Private Wealth Management, LLC68
0.0% of portfolio›$2.7K
Creative Capital Management Investments LLC66
0.0% of portfolio›$2.6K
Brown, Lisle Ings, Inc.58
0.0% of portfolio›$2.3K
Mather Group, Llc.58
0.0% of portfolio›$2.3K
Sunrise Financial Services, LLC50
0.0% of portfolio›$2.0K
Silver Grove Financial Group, Inc.50
0.0% of portfolio›$2.0K
Provenance Wealth Advisors, LLC34
0.0% of portfolio›$1.4K
Capital Advisors, Ltd. LLC25
0.0% of portfolio›$1
DiNuzzo Private Wealth, Inc.24
0.0% of portfolio›$960
SBI Securities Co., Ltd.24
0.0% of portfolio›$960
Valley National Advisers Inc22
0.0% of portfolio›$880
Bay Harbor Wealth Management, LLC19
0.0% of portfolio›$760
Gilpin Wealth Management, LLC16
0.0% of portfolio›$640
UMB Private Wealth Management, LLC10
0.0% of portfolio›$400
Financial Consulate, Inc8
0.0% of portfolio›$320
Davis Capital Management8
0.0% of portfolio›$320
James T. Borello RIA6
0.0% of portfolio›$240
Maseco LLP4
0.0% of portfolio›$160
DecisionPoint Financial, LLC4
0.0% of portfolio›$159
Hughes Financial Services, LLC4
0.0% of portfolio›$162
Manchester Capital Management LLC3
0.0% of portfolio›$120
GHP Investment Advisors, Inc.2
0.0% of portfolio›$80
Maryland Capital Advisors Inc.2
0.0% of portfolio›$80
TFC Financial Management, Inc.2
0.0% of portfolio›$80
Cullen T Bankers, Inc.0
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,406,521$96.2M0.0%IndexLowAustin, TX2026-11-04
Welch Group, LLC
1,885,113$75.4M2.6%CoreVery LowBirmingham, AL2026-10-29
Principal Financial Group Inc
1,873,332$74.9M0.0%CoreLowDes Moines, IA2026-11-02
Copeland Capital Management, LLC
1,436,928$57.4M1.3%ValueMediumConshohocken, PA2026-10-13
Wasatch Advisors LP
942,343$37.7M0.3%GARPMediumSalt Lake City, UT2026-10-13
Bank of New York Mellon Corp
857,000$34.3M0.0%CoreLowNew York, NY2026-11-05
Mutual of America Capital Management LLC
269,443$10.8M0.1%IndexLowNew York, NY2026-10-23
ProShare Advisors LLC
241,567$9.7M0.0%GrowthLowBethesda, MD2026-10-29
Creative Planning
182,207$7.3M0.0%IndexVery LowOverland Park, KS2026-11-02
B. Metzler seel. Sohn & Co. AG
134,360$5.4M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
TrueWealth Advisors, LLC
130,926$5.2M1.2%ETFMediumBirmingham, AL2026-10-09
Wedge Capital Management L L P
99,312$4.0M0.1%ValueMediumCharlotte, NC2026-10-13
Watchman Group, Inc.
70,683$2.8M0.7%ETFLowPlano, TX2026-10-16
Thrivent Financial for Lutherans
66,639$2.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Eubel Brady & Suttman Asset Management Inc
65,900$2.6K0.0%Deep ValueMediumMiamisburg, OH2026-11-04
Regions Financial Corp
58,671$2.3M0.0%CoreLowBirmingham, AL2026-11-05
Citigroup Inc
58,041$2.3M0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
52,721$2.1M0.0%CoreMediumOak Brook, IL2026-11-05
Blue Trust, Inc.
50,110$2.0M0.0%ETFLowBrentwood, TN2026-10-15
Fifth Third Bancorp
48,271$1.9M0.0%IndexVery LowCincinnati, OH2026-11-05
HB Wealth Management, LLC
43,380$1.7M0.0%IndexVery LowAtlanta, GA2026-10-23
Louisiana State Employees Retirement System
43,300$1.7M0.0%IndexLowBaton Rouge, LA2026-10-20
Avidian Wealth Enterprises, LLC
39,587$1.6M0.0%ETFLowHouston, TX2026-10-08
State of New Jersey Common Pension Fund D
39,508$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Integrity Alliance, Llc.
36,962$1.5M0.0%ETFMediumUrbandale, IA2026-10-29
Daiwa Securities Group Inc.
36,678$1.5M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
New York State Teachers Retirement System
30,407$1.2K0.0%CoreVery LowAlbany, NY2026-10-22
Smith Thornton Advisors LLC
30,310$1.2M0.5%ETFVery LowHuntsville, AL2026-10-16
Arizona State Retirement System
29,256$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
26,448$1.1K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
26,013$1.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
23,955$957.7K0.0%CoreLowHarrisburg, PA2026-11-03
Oakworth Capital, Inc.
23,233$928.9K0.0%ETFLowBirmingham, AL2026-10-26
Oregon Public Employees Retirement Fund
22,764$910.1K0.0%IndexVery LowTigard, OR2026-10-30
Navigate Wealth Management, LLC
21,972$843.9K0.5%ETFLowBirmingham, AL2026-10-14
State of Alaska, Department of Revenue
21,329$8510.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
20,883$806.1K0.0%CoreLowPlymouth, MN2026-10-13
Harbor Capital Advisors, Inc.
20,711$8280.0%ValueHighChicago, IL2026-10-22
DekaBank Deutsche Girozentrale
20,684$8250.0%CoreLowFrankfurt, Hong Kong2026-10-27
EverSource Wealth Advisors, LLC
20,266$810.2K0.0%CoreMediumBirmingham, AL2026-11-04
TD Waterhouse Canada Inc.
19,696$782.3K0.0%CoreLowToronto, Australia2026-10-16
Kestra Advisory Services, LLC
18,673$746.6K0.0%CoreLowAustin, TX2026-11-02
Fifth Third Wealth Advisors LLC
18,625$744.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Pictet Asset Management Holding SA
18,102$723.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sunburst Financial Group, LLC
17,684$707.0K0.1%ETFVery LowVestavia Hills, AL2026-10-09
Inspire Investing, LLC
15,932$637.0K0.0%GARPHighMeridian, ID2026-10-22
US Bancorp \de\
15,620$624.5K0.0%IndexLowMinneapolis, MN2026-11-05
Lido Advisors, LLC
14,766$590.4K0.0%GrowthLowLos Angeles, CA2026-11-04
State of Wyoming
14,176$566.8K0.0%ValueHighCheyenne, WY2026-10-28
Virginia Retirement Systems ET Al
14,100$563.7K0.0%CoreMediumRichmond, VA2026-10-28
Atria Investments, Inc
13,368$534.5K0.0%CoreMediumCharlotte, NC2026-10-15
Firethorn Wealth Partners, LLC
12,388$495.3K0.2%ETFLowAugusta, GA2026-10-14
Montag A & Associates Inc
12,000$479.8K0.0%CoreLowAtlanta, GA2026-10-29
Keybank National Association
11,968$478.5K0.0%CoreLowBrooklyn, OH2026-11-04
Evergreen Capital Management LLC
10,775$430.8K0.0%GARPMediumBellevue, WA2026-10-23
Xponance LLC
10,062$402.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Avantax Planning Partners, Inc.
10,000$399.8K0.0%ETFLowDubuque, IA2026-11-03
Abel Hall, LLC
9,946$397.6K0.1%CoreMediumBaton Rouge, LA2026-10-19
Strs Ohio
8,900$355.8K0.0%CoreMediumColumbus, OH2026-10-30
Quadrant Capital Group LLC
8,749$337.4K0.0%CoreLowCincinnati, OH2026-10-20
Arlington Trust Co LLC
8,618$344.5K0.0%ETFMediumBirmingham, AL2026-10-20
Sagespring Wealth Partners, LLC
8,366$334.5K0.0%ETFLowFranklin, TN2026-10-22
Butensky & Cohen Financial Security, Inc
7,230$289.1K0.1%ValueLowPonte Vedra Beach, FL2026-10-13
Swiss Life Asset Management Ltd
7,010$280.3K0.0%CoreLowZurich, Switzerland2026-11-03
Profund Advisors LLC
6,928$277.0K0.0%GrowthLowBethesda, MD2026-10-29
Praxis Investment Management Inc
6,668$2670.0%CoreLowGoshen, IN2026-11-03
CIBC Asset Management Inc
6,408$256.2K0.0%GARPLowToronto, South Africa2026-11-05
Crossmark Global Holdings, Inc.
6,342$253.6K0.0%GARPMediumHouston, TX2026-10-21
RFG Advisory, LLC
6,257$250.2K0.0%ETFMediumBirmingham, AL2026-11-03
Fairvoy Private Wealth, LLC
6,200$247.9K0.0%GrowthMediumBirmingham, AL2026-10-19
LifeSteps Financial, Inc.
6,000$239.9K0.1%ETFLowClaremont, CA2026-10-15
Apollon Wealth Management, LLC
5,392$215.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
KBC Group NV
4,270$1710.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
3,438$137.5K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
3,385$135.3K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
3,336$133.4K0.0%GARPLowMansfield, OH2026-10-27
Nisa Investment Advisors, LLC
2,411$96.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Versant Capital Management, Inc
2,248$89.9K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
2,176$87.0K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
1,232$490.0%ValueHighLondon, United Kingdom2026-10-30
Salomon & Ludwin, LLC
1,212$48.5K0.0%ETFVery LowRichmond, VA2026-10-29
First Horizon Corp
984$39.3K0.0%CoreLowMemphis, TN2026-10-26
Hilton Head Capital Partners, LLC
982$39.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Farther Finance Advisors, LLC
939$37.5K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
880$35.2K0.0%ETFMediumEncinitas, CA2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
724$28.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
SJS Investment Consulting Inc.
538$21.5K0.0%ETFVery LowSylvania, OH2026-10-26
Larson Financial Group LLC
471$18.8K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
412$16.5K0.0%GrowthLowTampa, FL2026-10-16
Elyxium Wealth, LLC
402$16.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Birch Financial Group, LLC
380$15.2K0.0%CoreLowKeene, NH2026-10-27
Bare Financial Services, Inc
331$13.2K0.0%ETFVery LowGap, PA2026-11-04
Essential Partners LLC
318$12.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
310$12.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Buck Wealth Strategies, LLC
261$10.4K0.0%ValueMediumDenver, CO2026-10-28
Jnba Financial Advisors
236$9.4K0.0%ETFMediumBloomington, MN2026-11-03
MassMutual Private Wealth & Trust, FSB
222$8.9K0.0%CoreLowSpringfield, MA2026-10-05
Wolff Wiese Magana LLC
206$8.2K0.0%GrowthLowCarslbad, CA2026-10-15
WPG Advisers, LLC
200$8.0K0.0%CoreLowBaltimore, MD2026-10-27
Assetmark, Inc
179$7.2K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
172$6.9K0.0%IndexLowSan Francisco, CA2026-11-03
Pension & Wealth Management Advisors, Inc.
140$5.6K0.0%ETFLowWaltham, MA2026-10-16
Caitong International Asset Management Co., Ltd
137$5.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
TD Private Client Wealth LLC
128$5.1K0.0%ETFLowNew York, NY2026-10-28
Financial Network Wealth Advisors LLC
119$4.8K0.0%ETFLowMurray, UT2026-10-28
JFS Wealth Advisors, LLC
105$4.2K0.0%ETFVery LowHermitage, PA2026-11-03
Albion Financial Group
102$4.1K0.0%GrowthLowSalt Lake City, UT2026-10-21
Farmers & Merchants Investments Inc
98$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
Fortitude Family Office, LLC
94$3.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Bell Investment Advisors, Inc
86$3.4K0.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
79$3.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Atlantic Edge Private Wealth Management, LLC
68$2.7K0.0%CoreLowJacksonville, FL2026-10-20
Creative Capital Management Investments LLC
66$2.6K0.0%ETFLowSan Diego, CA2026-10-28
Brown, Lisle Ings, Inc.
58$2.3K0.0%CoreVery LowProvidence, RI2026-10-16
Mather Group, Llc.
58$2.3K0.0%ETFMediumChicago, IL2026-10-14
Sunrise Financial Services, LLC
50$2.0K0.0%ETFMediumBurien, WA2026-10-21
Silver Grove Financial Group, Inc.
50$2.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Provenance Wealth Advisors, LLC
34$1.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Advisors, Ltd. LLC
25$10.0%ETFLowShaker Heights, OH2026-10-27
DiNuzzo Private Wealth, Inc.
24$9600.0%ETFLowBeaver, PA2026-10-16
SBI Securities Co., Ltd.
24$9600.0%Agg GrowthLowTokyo, Mexico2026-10-22
Valley National Advisers Inc
22$8800.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
19$7600.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
16$6400.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
10$4000.0%GrowthN/AKansas City, MO2026-10-19
Financial Consulate, Inc
8$3200.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
8$3200.0%CoreLowJacksonville, FL2026-10-08
James T. Borello RIA
6$2400.0%ETFVery LowEast Dundee, IL2026-10-16
Maseco LLP
4$1600.0%ETFVery LowLondon, United Kingdom2026-10-27
DecisionPoint Financial, LLC
4$1590.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
4$1620.0%ETFLowHerndon, VA2026-10-30
Manchester Capital Management LLC
3$1200.0%CoreLowManchester, VT2026-10-22
GHP Investment Advisors, Inc.
2$800.0%CoreVery LowDenver, CO2026-10-15
Maryland Capital Advisors Inc.
2$800.0%ETFVery LowChester, MD2026-10-15
TFC Financial Management, Inc.
2$800.0%ETFVery LowBoston, MA2026-10-26
Cullen T Bankers, Inc.
0$30.0%GrowthLowSan Antonio, TX2026-10-28