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Southwest Gas Holdings Inc (SWX)

CUSIP: 844895102 | NYSE | Utilities · Utilities - Regulated Gas | Mid Cap | 1196 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/ABlackRock, Inc.10,928,73615.1%New 5%+ stakeSep 30, 202692d ahead of 13F (11,181,201 sh) · −252,465
13GVanguard Capital Management LLC3,720,7475.1%New 5%+ stakeSep 30, 202692d ahead of 13F (3,047,616 sh) · +673,131
13D/AIcahn Carl C
with Icahn Onshore LP, Icahn Partners LP, Icahn Partners Master Fund LP, +2 more
3,600,0005.0%−1,161,357Jan 27, 202627d ahead of 13F (6,032,604 sh) · −2,432,604
13G/ABlackRock, Inc.10,928,736
15.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (11,181,201 sh) · −252,465
13GVanguard Capital Management LLC3,720,747
5.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (3,047,616 sh) · +673,131
13D/AIcahn Carl C3,600,000
5.0% of class · Jan 27, 2026−1,161,357
with Icahn Onshore LP, Icahn Partners LP, Icahn Partners Master Fund LP, +2 more
27d ahead of 13F (6,032,604 sh) · −2,432,604

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,085,674
0.0% of portfolio›$88.5M
Channing Capital Management, LLC1,029,744
2.2% of portfolio›$84.0M
Principal Financial Group Inc919,237
0.0% of portfolio›$75.0M
Exchange Traded Concepts, LLC143,736
0.0% of portfolio›$11.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS117,034
0.0% of portfolio›$9.5M
Hennessy Advisors Inc89,717
0.3% of portfolio›$7.3M
Retirement Systems of Alabama74,724
0.0% of portfolio›$6.1M
Sterling Capital Management LLC69,723
0.1% of portfolio›$5.7M
Moody Aldrich Partners LLC69,010
1.1% of portfolio›$5.6M
New York State Teachers Retirement System51,327
0.0% of portfolio›$4.2K
Ausbil Investment Management Ltd39,709
1.6% of portfolio›$3.2M
CenterBook Partners LP38,330
0.1% of portfolio›$3.1M
Asset Management One Co., Ltd.33,892
0.0% of portfolio›$2.8M
Creative Planning33,244
0.0% of portfolio›$2.7M
Amalgamated Bank31,084
0.0% of portfolio›$2.5K
Mutual of America Capital Management LLC25,677
0.0% of portfolio›$2.1M
O'Keefe Stevens Advisory, Inc.25,394
0.4% of portfolio›$2.1M
Bahl & Gaynor LLC23,588
0.0% of portfolio›$1.9M
Louisiana State Employees Retirement System21,500
0.0% of portfolio›$1.8M
Alps Advisors Inc20,080
0.0% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC19,609
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC19,457
0.0% of portfolio›$1.6M
Strs Ohio19,400
0.0% of portfolio›$1.6M
Arizona State Retirement System18,857
0.0% of portfolio›$1.5M
Citigroup Inc17,894
0.0% of portfolio›$1.5M
ProShare Advisors LLC17,856
0.0% of portfolio›$1.5M
Illinois Municipal Retirement Fund17,816
0.0% of portfolio›$1.5M
D.A. Davidson & Co.17,641
0.0% of portfolio›$1.4M
Ethic Inc.17,376
0.0% of portfolio›$1.4M
State of Michigan Retirement System17,029
0.0% of portfolio›$1.4M
State of New Jersey Common Pension Fund D16,300
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund15,038
0.0% of portfolio›$1.2M
Pictet Asset Management Holding SA10,926
0.0% of portfolio›$890.9K
Xponance LLC10,760
0.0% of portfolio›$877.4K
MacKenzie Financial Corp10,689
0.0% of portfolio›$871.6K
Nisa Investment Advisors, LLC9,326
0.0% of portfolio›$760.4K
State of Alaska, Department of Revenue9,040
0.0% of portfolio›$736
Central Pacific Bank - Trust Division8,600
0.1% of portfolio›$701.2K
DekaBank Deutsche Girozentrale8,294
0.0% of portfolio›$680
Massachusetts Wealth Management7,925
0.3% of portfolio›$646.2K
Inspire Investing, LLC7,800
0.0% of portfolio›$636.0K
Swiss Life Asset Management Ltd6,906
0.0% of portfolio›$563.1K
IFM Investors Pty Ltd6,867
0.0% of portfolio›$559.9K
Citizens Financial Group Inc6,756
0.0% of portfolio›$550.9K
Praxis Investment Management Inc6,605
0.0% of portfolio›$539
HB Wealth Management, LLC6,557
0.0% of portfolio›$474.6K
KBC Group NV6,338
0.0% of portfolio›$517
Crossmark Global Holdings, Inc.6,065
0.0% of portfolio›$494.5K
Baker Ellis Asset Management LLC6,000
0.1% of portfolio›$489.2K
Atria Investments, Inc5,982
0.0% of portfolio›$487.8K
iA Global Asset Management Inc.5,819
0.0% of portfolio›$474
Lanark Financial, Inc.5,689
0.0% of portfolio›$463.9K
Vise Technologies, Inc.5,481
0.0% of portfolio›$446.9K
Spirit of America Management Corp5,400
0.1% of portfolio›$440.3K
Allspring Global Investments Holdings, LLC5,227
0.0% of portfolio›$427.4K
Quadrant Capital Group LLC4,978
0.0% of portfolio›$427.7K
Commonwealth Equity Services, LLC4,820
0.0% of portfolio›$393.0K
Ti-Trust, Inc4,615
0.2% of portfolio›$376.3K
Assetmark, Inc4,405
0.0% of portfolio›$359.2K
First Citizens Bank & Trust Co4,302
0.0% of portfolio›$350.8K
Daiwa Securities Group Inc.4,243
0.0% of portfolio›$346.0K
Virginia Retirement Systems ET Al4,100
0.0% of portfolio›$334.3K
Prism Planning Partners LLC3,923
0.3% of portfolio›$319.9K
Brighton Jones LLC3,542
0.0% of portfolio›$288.9K
Chicago Partners Investment Group LLC3,531
0.0% of portfolio›$321.8K
MBL Wealth, LLC3,523
0.0% of portfolio›$287.3K
Clear Creek Financial Management, LLC3,509
0.0% of portfolio›$286.1K
Integrated Advisors Network LLC3,273
0.0% of portfolio›$266.9K
Farther Finance Advisors, LLC3,244
0.0% of portfolio›$264.5K
Legacy Wealth Asset Management, LLC3,100
0.1% of portfolio›$252.8K
Foster Group, Inc.3,055
0.0% of portfolio›$249.1K
Pzena Investment Management LLC2,828
0.0% of portfolio›$230.6K
Moran Wealth Management, LLC2,793
0.0% of portfolio›$227.7K
Profund Advisors LLC2,788
0.0% of portfolio›$227.3K
Signaturefd, LLC2,662
0.0% of portfolio›$217.1K
Versant Capital Management, Inc2,600
0.0% of portfolio›$212.0K
Jacobsen Capital Management2,586
0.1% of portfolio›$210.9K
Bokf, NA2,106
0.0% of portfolio›$171.7K
Farmers & Merchants Investments Inc2,071
0.0% of portfolio›$168.9K
Gamma Investing LLC2,015
0.0% of portfolio›$164.3K
Cassaday & Co Wealth Management LLC1,876
0.0% of portfolio›$153.0K
EverSource Wealth Advisors, LLC1,268
0.0% of portfolio›$103.4K
Caitong International Asset Management Co., Ltd1,201
0.0% of portfolio›$97.9K
Trifecta Capital Advisors, LLC1,000
0.0% of portfolio›$81.5K
Parallel Advisors, LLC936
0.0% of portfolio›$76.4K
Fulcrum Asset Management LLP864
0.0% of portfolio›$71.1K
IFP Advisors, Inc750
0.0% of portfolio›$61.2K
SJS Investment Consulting Inc.553
0.0% of portfolio›$45.1K
Evermay Wealth Management LLC533
0.0% of portfolio›$43.5K
Parkside Financial Bank & Trust507
0.0% of portfolio›$41.3K
Blue Trust, Inc.461
0.0% of portfolio›$37.6K
Bell Investment Advisors, Inc398
0.0% of portfolio›$32.5K
Root Financial Partners, LLC366
0.0% of portfolio›$29.8K
Essential Partners LLC348
0.0% of portfolio›$28.4K
Private Trust Co NA337
0.0% of portfolio›$27.5K
Glass Jacobson Investment Advisors llc300
0.0% of portfolio›$24.5K
Covestor Ltd294
0.0% of portfolio›$24
Harbor Capital Advisors, Inc.293
0.0% of portfolio›$24
Sunrise Financial Services, LLC286
0.0% of portfolio›$23.3K
Key FInancial Inc279
0.0% of portfolio›$22.8K
Blueline Advisors LLC254
0.0% of portfolio›$20.7K
First Pacific Financial252
0.0% of portfolio›$20.5K
Hoey Investments, Inc200
0.0% of portfolio›$16.3K
Manchester Capital Management LLC194
0.0% of portfolio›$15.8K
Mitsubishi UFJ Asset Management Co., Ltd.180
0.0% of portfolio›$14.7K
Westside Investment Management, Inc.180
0.0% of portfolio›$14.9K
Hughes Financial Services, LLC161
0.0% of portfolio›$15.0K
North Star Investment Management Corp.150
0.0% of portfolio›$12.2K
Alpine Bank Wealth Management131
0.0% of portfolio›$10.7K
True Wealth Design, LLC117
0.0% of portfolio›$9.5K
Financial Consulate, Inc106
0.0% of portfolio›$8.6K
Pinnacle Wealth Planning Services, Inc.102
0.0% of portfolio›$8.3K
Provenance Wealth Advisors, LLC81
0.0% of portfolio›$6.6K
JFS Wealth Advisors, LLC51
0.0% of portfolio›$4.2K
Triumph Capital Management50
0.0% of portfolio›$4.1K
Fortitude Family Office, LLC49
0.0% of portfolio›$4.0K
Evolution Wealth Management Inc.48
0.0% of portfolio›$3.9K
Capital Advisors, Ltd. LLC43
0.0% of portfolio›$4
High Note Wealth, LLC43
0.0% of portfolio›$3.5K
Beacon Investment Advisory Services, Inc.36
0.0% of portfolio›$2.9K
Private Wealth Management Group, LLC29
0.0% of portfolio›$2.4K
SBI Securities Co., Ltd.22
0.0% of portfolio›$1.8K
Creative Capital Management Investments LLC20
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.19
0.0% of portfolio›$1.6K
First Horizon Corp16
0.0% of portfolio›$1.3K
City State Bank15
0.0% of portfolio›$1.2K
Bay Harbor Wealth Management, LLC14
0.0% of portfolio›$1.1K
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$979
MassMutual Private Wealth & Trust, FSB11
0.0% of portfolio›$897
Ascentis Wealth Management, LLC11
0.0% of portfolio›$896
Latitude Advisors, LLC9
0.0% of portfolio›$739
Bare Financial Services, Inc8
0.0% of portfolio›$652
Planning Strategies Inc.3
0.0% of portfolio›$245
DecisionPoint Financial, LLC3
0.0% of portfolio›$246
GHP Investment Advisors, Inc.2
0.0% of portfolio›$164
Torren Management, LLC2
0.0% of portfolio›$185
Elyxium Wealth, LLC2
0.0% of portfolio›$169
Signature Equity Partners, LLC2
0.0% of portfolio›$163
Buck Wealth Strategies, LLC2
0.0% of portfolio›$163
American Capital Advisory, LLC2
0.0% of portfolio›$164
Center for Financial Planning, Inc.1
0.0% of portfolio›$81
Maryland Capital Advisors Inc.1
0.0% of portfolio›$82
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,085,674$88.5M0.0%IndexLowAustin, TX2026-11-04
Channing Capital Management, LLC
1,029,744$84.0M2.2%ValueHighChicago, IL2026-11-02
Principal Financial Group Inc
919,237$75.0M0.0%CoreLowDes Moines, IA2026-11-02
Exchange Traded Concepts, LLC
143,736$11.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
117,034$9.5M0.0%CoreLowHarrisburg, PA2026-11-03
Hennessy Advisors Inc
89,717$7.3M0.3%Deep ValueMediumNovato, CA2026-10-28
Retirement Systems of Alabama
74,724$6.1M0.0%IndexLowMontgomery, AL2026-11-04
Sterling Capital Management LLC
69,723$5.7M0.1%GARPMediumCharlotte, NC2026-10-22
Moody Aldrich Partners LLC
69,010$5.6M1.1%ValueHighMarblehead, MA2026-10-27
New York State Teachers Retirement System
51,327$4.2K0.0%CoreVery LowAlbany, NY2026-10-22
Ausbil Investment Management Ltd
39,709$3.2M1.6%ValueMediumSydney, China2026-10-08
CenterBook Partners LP
38,330$3.1M0.1%ValueVery HighGreenwich, CT2026-11-02
Asset Management One Co., Ltd.
33,892$2.8M0.0%IndexVery LowTokyo, Mexico2026-10-27
Creative Planning
33,244$2.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Amalgamated Bank
31,084$2.5K0.0%CoreVery LowNew York, NY2026-10-23
Mutual of America Capital Management LLC
25,677$2.1M0.0%IndexLowNew York, NY2026-10-23
O'Keefe Stevens Advisory, Inc.
25,394$2.1M0.4%ValueLowRochester, NY2026-10-09
Bahl & Gaynor LLC
23,588$1.9M0.0%CoreLowCincinnati, OH2026-11-05
Louisiana State Employees Retirement System
21,500$1.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Alps Advisors Inc
20,080$1.6M0.0%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
19,609$1.6M0.0%CoreLowPlymouth, MN2026-10-13
Yousif Capital Management, LLC
19,457$1.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Strs Ohio
19,400$1.6M0.0%CoreMediumColumbus, OH2026-10-30
Arizona State Retirement System
18,857$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Citigroup Inc
17,894$1.5M0.0%CoreMediumNew York, NY2026-11-04
ProShare Advisors LLC
17,856$1.5M0.0%GrowthLowBethesda, MD2026-10-29
Illinois Municipal Retirement Fund
17,816$1.5M0.0%CoreMediumOak Brook, IL2026-11-05
D.A. Davidson & Co.
17,641$1.4M0.0%CoreLowGreat Falls, MT2026-10-28
Ethic Inc.
17,376$1.4M0.0%CoreLowNew York, NY2026-11-03
State of Michigan Retirement System
17,029$1.4M0.0%IndexLowEast Lansing, MI2026-10-27
State of New Jersey Common Pension Fund D
16,300$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Oregon Public Employees Retirement Fund
15,038$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Pictet Asset Management Holding SA
10,926$890.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Xponance LLC
10,760$877.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
MacKenzie Financial Corp
10,689$871.6K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Nisa Investment Advisors, LLC
9,326$760.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Alaska, Department of Revenue
9,040$7360.0%CoreVery LowJuneau, AK2026-10-15
Central Pacific Bank - Trust Division
8,600$701.2K0.1%CoreMediumHonolulu, HI2026-10-06
DekaBank Deutsche Girozentrale
8,294$6800.0%CoreLowFrankfurt, Hong Kong2026-10-27
Massachusetts Wealth Management
7,925$646.2K0.3%CoreLowNorth Andover, MA2026-10-21
Inspire Investing, LLC
7,800$636.0K0.0%GARPHighMeridian, ID2026-10-22
Swiss Life Asset Management Ltd
6,906$563.1K0.0%CoreLowZurich, Switzerland2026-11-03
IFM Investors Pty Ltd
6,867$559.9K0.0%IndexVery LowMelbourne, China2026-10-14
Citizens Financial Group Inc
6,756$550.9K0.0%GrowthLowProvidence, RI2026-10-23
Praxis Investment Management Inc
6,605$5390.0%CoreLowGoshen, IN2026-11-03
HB Wealth Management, LLC
6,557$474.6K0.0%IndexVery LowAtlanta, GA2026-10-23
KBC Group NV
6,338$5170.0%CoreMediumBrussels, Czech Republic2026-10-22
Crossmark Global Holdings, Inc.
6,065$494.5K0.0%GARPMediumHouston, TX2026-10-21
Baker Ellis Asset Management LLC
6,000$489.2K0.1%GARPVery LowVancouver, WA2026-10-14
Atria Investments, Inc
5,982$487.8K0.0%CoreMediumCharlotte, NC2026-10-15
iA Global Asset Management Inc.
5,819$4740.0%GrowthMediumQuebec, Austria2026-10-29
Lanark Financial, Inc.
5,689$463.9K0.0%CoreMediumBirmingham, AL2026-10-26
Vise Technologies, Inc.
5,481$446.9K0.0%IndexLowNew York, NY2026-10-29
Spirit of America Management Corp
5,400$440.3K0.1%GARPLowSyosset, NY2026-10-14
Allspring Global Investments Holdings, LLC
5,227$427.4K0.0%CoreMediumCharlotte, NC2026-11-04
Quadrant Capital Group LLC
4,978$427.7K0.0%CoreLowCincinnati, OH2026-10-20
Commonwealth Equity Services, LLC
4,820$393.0K0.0%ETFLowWaltham, MA2026-11-02
Ti-Trust, Inc
4,615$376.3K0.2%CoreVery LowQuincy, IL2026-10-21
Assetmark, Inc
4,405$359.2K0.0%ETFLowConcord, CA2026-10-21
First Citizens Bank & Trust Co
4,302$350.8K0.0%CoreMediumRaleigh, NC2026-10-14
Daiwa Securities Group Inc.
4,243$346.0K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Virginia Retirement Systems ET Al
4,100$334.3K0.0%CoreMediumRichmond, VA2026-10-28
Prism Planning Partners LLC
3,923$319.9K0.3%ETFVery LowLibertyville, IL2026-10-27
Brighton Jones LLC
3,542$288.9K0.0%CoreVery LowSeattle, WA2026-11-03
Chicago Partners Investment Group LLC
3,531$321.8K0.0%GARPLowChicago, IL2026-10-27
MBL Wealth, LLC
3,523$287.3K0.0%ETFLowCharlotte, NC2026-10-22
Clear Creek Financial Management, LLC
3,509$286.1K0.0%ETFMediumSilverdale, WA2026-10-28
Integrated Advisors Network LLC
3,273$266.9K0.0%GrowthMediumDallas, TX2026-10-20
Farther Finance Advisors, LLC
3,244$264.5K0.0%IndexLowSan Francisco, CA2026-10-08
Legacy Wealth Asset Management, LLC
3,100$252.8K0.1%GARPMediumWoodbury, MN2026-10-09
Foster Group, Inc.
3,055$249.1K0.0%ETFVery LowUrbandale, IA2026-10-13
Pzena Investment Management LLC
2,828$230.6K0.0%Deep ValueMediumNew York, NY2026-10-30
Moran Wealth Management, LLC
2,793$227.7K0.0%CoreMediumNaples, FL2026-10-22
Profund Advisors LLC
2,788$227.3K0.0%GrowthLowBethesda, MD2026-10-29
Signaturefd, LLC
2,662$217.1K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
2,600$212.0K0.0%GARPLowPhoenix, AZ2026-10-02
Jacobsen Capital Management
2,586$210.9K0.1%ETFLowSalt Lake City, UT2026-10-27
Bokf, NA
2,106$171.7K0.0%CoreLowTulsa, OK2026-10-27
Farmers & Merchants Investments Inc
2,071$168.9K0.0%CoreVery LowLincoln, NE2026-10-22
Gamma Investing LLC
2,015$164.3K0.0%IndexVery LowFoster City, CA2026-10-08
Cassaday & Co Wealth Management LLC
1,876$153.0K0.0%ETFVery LowMclean, VA2026-10-27
EverSource Wealth Advisors, LLC
1,268$103.4K0.0%CoreMediumBirmingham, AL2026-11-04
Caitong International Asset Management Co., Ltd
1,201$97.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Trifecta Capital Advisors, LLC
1,000$81.5K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Parallel Advisors, LLC
936$76.4K0.0%IndexLowSan Francisco, CA2026-11-03
Fulcrum Asset Management LLP
864$71.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
IFP Advisors, Inc
750$61.2K0.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
553$45.1K0.0%ETFVery LowSylvania, OH2026-10-26
Evermay Wealth Management LLC
533$43.5K0.0%ETFLowArlington, VA2026-11-05
Parkside Financial Bank & Trust
507$41.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Blue Trust, Inc.
461$37.6K0.0%ETFLowBrentwood, TN2026-10-15
Bell Investment Advisors, Inc
398$32.5K0.0%ETFVery LowOrinda, CA2026-10-29
Root Financial Partners, LLC
366$29.8K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
348$28.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Private Trust Co NA
337$27.5K0.0%CoreLowCleveland, OH2026-10-20
Glass Jacobson Investment Advisors llc
300$24.5K0.0%ETFLowOwings Mills, MD2026-10-26
Covestor Ltd
294$240.0%ValueHighLondon, United Kingdom2026-10-30
Harbor Capital Advisors, Inc.
293$240.0%ValueHighChicago, IL2026-10-22
Sunrise Financial Services, LLC
286$23.3K0.0%ETFMediumBurien, WA2026-10-21
Key FInancial Inc
279$22.8K0.0%ETFLowWest Chester, PA2026-11-02
Blueline Advisors LLC
254$20.7K0.0%ETFLowExeter, NH2026-10-15
First Pacific Financial
252$20.5K0.0%ETFLowVancouver, WA2026-10-14
Hoey Investments, Inc
200$16.3K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Manchester Capital Management LLC
194$15.8K0.0%CoreLowManchester, VT2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
180$14.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
Westside Investment Management, Inc.
180$14.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Hughes Financial Services, LLC
161$15.0K0.0%ETFLowHerndon, VA2026-10-30
North Star Investment Management Corp.
150$12.2K0.0%CoreLowChicago, IL2026-10-27
Alpine Bank Wealth Management
131$10.7K0.0%ETFHighGrand Junction, CO2026-10-16
True Wealth Design, LLC
117$9.5K0.0%ETFMediumAkron, OH2026-10-13
Financial Consulate, Inc
106$8.6K0.0%ETFLowHunt Valley, MD2026-10-23
Pinnacle Wealth Planning Services, Inc.
102$8.3K0.0%GARPLowMansfield, OH2026-10-27
Provenance Wealth Advisors, LLC
81$6.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
JFS Wealth Advisors, LLC
51$4.2K0.0%ETFVery LowHermitage, PA2026-11-03
Triumph Capital Management
50$4.1K0.0%ETFMediumDenver, CO2026-10-14
Fortitude Family Office, LLC
49$4.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Evolution Wealth Management Inc.
48$3.9K0.0%ETFMediumFort Myers, FL2026-10-28
Capital Advisors, Ltd. LLC
43$40.0%ETFLowShaker Heights, OH2026-10-27
High Note Wealth, LLC
43$3.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Beacon Investment Advisory Services, Inc.
36$2.9K0.0%GrowthLowMorristown, NJ2026-10-13
Private Wealth Management Group, LLC
29$2.4K0.0%ETFLowPrinceton, NJ2026-10-19
SBI Securities Co., Ltd.
22$1.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Capital Management Investments LLC
20$1.6K0.0%ETFLowSan Diego, CA2026-10-28
Physician Wealth Advisors, Inc.
19$1.6K0.0%ETFMediumMidvale, UT2026-10-20
First Horizon Corp
16$1.3K0.0%CoreLowMemphis, TN2026-10-26
City State Bank
15$1.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Bay Harbor Wealth Management, LLC
14$1.1K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
12$9790.0%ETFLowBeaver, PA2026-10-16
MassMutual Private Wealth & Trust, FSB
11$8970.0%CoreLowSpringfield, MA2026-10-05
Ascentis Wealth Management, LLC
11$8960.0%Agg GrowthLowDallas, TX2026-11-03
Latitude Advisors, LLC
9$7390.0%ETFLowYorkville, IL2026-10-27
Bare Financial Services, Inc
8$6520.0%ETFVery LowGap, PA2026-11-04
Planning Strategies Inc.
3$2450.0%ETFN/ALancaster, PA2026-10-02
DecisionPoint Financial, LLC
3$2460.0%ETFVery LowMesa, AZ2026-10-27
GHP Investment Advisors, Inc.
2$1640.0%CoreVery LowDenver, CO2026-10-15
Torren Management, LLC
2$1850.0%ETFMediumSan Diego, CA2026-10-29
Elyxium Wealth, LLC
2$1690.0%GrowthVery LowBeverly Hills, CA2026-10-27
Signature Equity Partners, LLC
2$1630.0%GrowthMediumColumbus, OH2026-10-29
Buck Wealth Strategies, LLC
2$1630.0%ValueMediumDenver, CO2026-10-28
American Capital Advisory, LLC
2$1640.0%ETFLowKetchum, ID2026-10-28
Center for Financial Planning, Inc.
1$810.0%ETFLowSouthfied, MI2026-10-26
Maryland Capital Advisors Inc.
1$820.0%ETFVery LowChester, MD2026-10-15