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Takeda Pharmaceutic (TAK)

CUSIP: 874060205 | US | Healthcare · Drug Manufacturers - Specialty & Generic | Large Cap | 1207 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Crossmark Global Holdings, Inc.761,694
0.2% of portfolio›$13.9M
Creative Planning708,295
0.0% of portfolio›$12.9M
ABC Arbitrage SA564,472
1.0% of portfolio›$10.3M
Ethic Inc.436,514
0.1% of portfolio›$7.9M
Citigroup Inc300,375
0.0% of portfolio›$5.5M
Assetmark, Inc289,107
0.0% of portfolio›$5.3M
Clean Yield Group233,245
1.0% of portfolio›$4.2M
Dimensional Fund Advisors LP209,352
0.0% of portfolio›$3.8M
Catalyst Capital Advisors LLC200,000
0.1% of portfolio›$3.6M
Carrera Capital Advisors183,106
0.5% of portfolio›$3.3M
Vise Technologies, Inc.180,092
0.0% of portfolio›$3.3M
Legacy Wealth Asset Management, LLC166,666
0.7% of portfolio›$3.0M
Quadrant Capital Group LLC136,966
0.1% of portfolio›$2.5M
Gold Investment Management Ltd.107,610
0.5% of portfolio›$2.0M
Summit Global Investments89,766
0.0% of portfolio›$1.6K
Elevation Point Wealth Partners, LLC85,800
0.0% of portfolio›$1.6M
Signaturefd, LLC81,176
0.0% of portfolio›$1.5M
Point Nemo Capital, LLC79,902
0.7% of portfolio›$1.5M
First Affirmative Financial Network73,391
0.3% of portfolio›$1.3M
Truist Financial Corp70,722
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC61,068
0.0% of portfolio›$1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management56,737
0.0% of portfolio›$1.0M
Oppenheimer Asset Management Inc.56,607
0.0% of portfolio›$1.0M
Highland Capital Management, LLC53,550
0.0% of portfolio›$974.1K
Evergreen Capital Management LLC49,160
0.0% of portfolio›$894.2K
Keybank National Association48,928
0.0% of portfolio›$890.0K
Lanark Financial, Inc.48,180
0.1% of portfolio›$876.4K
Probity Advisors, Inc.47,023
0.1% of portfolio›$855.3K
Choreo, LLC46,926
0.0% of portfolio›$853.6K
Pzena Investment Management LLC45,310
0.0% of portfolio›$824.2K
Aaron Wealth Advisors LLC45,101
0.0% of portfolio›$820.4K
Versant Capital Management, Inc43,260
0.1% of portfolio›$786.9K
Park Avenue Securities LLC41,687
0.0% of portfolio›$758
Abel Hall, LLC40,819
0.1% of portfolio›$742.5K
Allspring Global Investments Holdings, LLC38,784
0.0% of portfolio›$690.2K
Heritage Investors Management Corp30,189
0.0% of portfolio›$549
SmartHarvest Portfolios, LLC29,095
0.2% of portfolio›$529.2K
Parallel Advisors, LLC28,043
0.0% of portfolio›$510.1K
Commonwealth Equity Services, LLC27,282
0.0% of portfolio›$496.3K
MPS Loria Financial Planners, LLC25,704
0.1% of portfolio›$467.5K
Farther Finance Advisors, LLC25,420
0.0% of portfolio›$462.4K
Atria Investments, Inc24,967
0.0% of portfolio›$454.1K
Lido Advisors, LLC22,937
0.0% of portfolio›$417.2K
Kathmere Capital Management, LLC20,542
0.0% of portfolio›$373.7K
SYM Financial Corp20,293
0.0% of portfolio›$369.1K
Ascent Group, LLC19,996
0.0% of portfolio›$363.7K
Focused Alpha, LLC19,460
0.1% of portfolio›$354.0K
HB Wealth Management, LLC18,972
0.0% of portfolio›$345.1K
EverSource Wealth Advisors, LLC18,338
0.0% of portfolio›$333.6K
Vontobel Holding Ltd.17,619
0.0% of portfolio›$320.5K
Keenan, LLC17,513
0.2% of portfolio›$318.6K
Gamma Investing LLC17,400
0.0% of portfolio›$316.5K
Walkner Condon Financial Advisors LLC17,323
0.0% of portfolio›$315.1K
Trek Financial, LLC16,317
0.0% of portfolio›$296.8K
PDS Planning, Inc16,129
0.0% of portfolio›$293.4K
Angeles Wealth Management, LLC15,486
0.0% of portfolio›$281.7K
Xponance LLC14,149
0.0% of portfolio›$257.4K
May Hill Capital, LLC14,050
0.1% of portfolio›$255.6K
Larry Mathis Financial Planning, LLC13,846
0.2% of portfolio›$251.9K
Sowell Financial Services LLC13,602
0.0% of portfolio›$247.4K
Concurrent Investment Advisors, LLC13,343
0.0% of portfolio›$242.7K
Gallacher Capital Management LLC13,247
0.2% of portfolio›$241.0K
Rose Capital Advisors LLC13,193
0.1% of portfolio›$240.0K
Valeo Financial Advisors, LLC12,927
0.0% of portfolio›$235.1K
Anchyra Partners LLC12,160
0.0% of portfolio›$221.2K
Perigon Wealth Management, LLC12,154
0.0% of portfolio›$221.1K
Brighton Jones LLC11,663
0.0% of portfolio›$212.2K
Riversedge Advisors, LLC11,652
0.0% of portfolio›$212.0K
Five Oceans Advisors11,648
0.1% of portfolio›$211.9K
Sage Rhino Capital LLC11,515
0.0% of portfolio›$209.5K
B. Riley Wealth Advisors, Inc.11,391
0.0% of portfolio›$207.2K
Arista Wealth Management, LLC10,987
0.0% of portfolio›$199.9K
Davenport & Co LLC10,921
0.0% of portfolio›$198.7K
Capricorn Fund Managers Ltd10,517
0.0% of portfolio›$191.3K
Generali Investments CEE, investicni spolecnost, a.s.10,000
0.0% of portfolio›$160.3K
Caitong International Asset Management Co., Ltd9,051
0.0% of portfolio›$164.6K
TD Private Client Wealth LLC8,760
0.0% of portfolio›$159.3K
Simplex Trading, LLC8,706
0.0% of portfolio›$158.4K
Pinnacle Wealth Planning Services, Inc.7,881
0.0% of portfolio›$143.4K
Summit Securities Group LLC7,100
0.0% of portfolio›$129.1K
Tsfg, LLC6,799
0.0% of portfolio›$124
Cromwell Holdings LLC5,064
0.0% of portfolio›$92.1K
Manchester Capital Management LLC4,649
0.0% of portfolio›$84.6K
Blue Trust, Inc.4,609
0.0% of portfolio›$83.8K
Bayforest Capital Ltd4,526
0.1% of portfolio›$82.3K
Financial Consulate, Inc3,654
0.0% of portfolio›$66.5K
True Wealth Design, LLC3,506
0.0% of portfolio›$63.8K
Pinnacle Bancorp, Inc.3,379
0.0% of portfolio›$61.5K
Owl Creek Wealth Partners LLC3,362
0.0% of portfolio›$61.2K
TD Waterhouse Canada Inc.3,297
0.0% of portfolio›$58.9K
Parkside Financial Bank & Trust2,774
0.0% of portfolio›$50.5K
James T. Borello RIA2,385
0.0% of portfolio›$43.4K
Nisa Investment Advisors, LLC2,306
0.0% of portfolio›$41.9K
Proathlete Wealth Management LLC2,168
0.0% of portfolio›$39.4K
Essential Partners LLC1,895
0.0% of portfolio›$34.5K
Salomon & Ludwin, LLC1,624
0.0% of portfolio›$29.5K
SJS Investment Consulting Inc.1,542
0.0% of portfolio›$28.0K
Provenance Wealth Advisors, LLC1,505
0.0% of portfolio›$27.4K
Financial Perspectives, Inc1,437
0.0% of portfolio›$26.1K
Cranbrook Wealth Management, LLC1,313
0.0% of portfolio›$23.9K
V-Square Quantitative Management LLC1,288
0.0% of portfolio›$23.4K
Ares Financial Consulting, LLC1,204
0.0% of portfolio›$21.9K
Rosenberg Matthew Hamilton1,129
0.0% of portfolio›$20.5K
Private Trust Co NA1,045
0.0% of portfolio›$19.0K
Montag A & Associates Inc1,033
0.0% of portfolio›$18.8K
Marquette Asset Management, LLC1,000
0.0% of portfolio›$18.2K
Elyxium Wealth, LLC919
0.0% of portfolio›$16.7K
Triumph Capital Management885
0.0% of portfolio›$16.1K
Root Financial Partners, LLC857
0.0% of portfolio›$15.6K
Strengthening Families & Communities, LLC827
0.0% of portfolio›$15.0K
Spire Wealth Management779
0.0% of portfolio›$14.2K
Mather Group, Llc.729
0.0% of portfolio›$13.3K
Signature Equity Partners, LLC709
0.0% of portfolio›$12.9K
Elevation Wealth Partners, LLC693
0.0% of portfolio›$12.6K
Wilmington Savings Fund Society, FSB626
0.0% of portfolio›$11.4K
IFP Advisors, Inc613
0.0% of portfolio›$11.2K
Creative Financial Designs Inc600
0.0% of portfolio›$10.9K
West Financial Advisors, LLC558
0.0% of portfolio›$10.2K
Piscataqua Savings Bank518
0.0% of portfolio›$9.4K
Physician Wealth Advisors, Inc.516
0.0% of portfolio›$9.4K
Highline Wealth Partners LLC510
0.0% of portfolio›$9.3K
Bell Investment Advisors, Inc488
0.0% of portfolio›$8.9K
Retirement Wealth Solutions LLC473
0.0% of portfolio›$8.6K
Financial Management Professionals, Inc.442
0.0% of portfolio›$8.0K
Mcdonald Partners LLC400
0.0% of portfolio›$7.3K
UMB Private Wealth Management, LLC384
0.0% of portfolio›$7.0K
Trust Co of Toledo NA376
0.0% of portfolio›$6.8K
Planning Strategies Inc.345
0.0% of portfolio›$6.3K
Livelsberger Financial Advisory319
0.0% of portfolio›$5.8K
Trust Co of Vermont266
0.0% of portfolio›$4.8K
Kelleher Financial Advisors251
0.0% of portfolio›$4.6K
JFS Wealth Advisors, LLC246
0.0% of portfolio›$4.5K
Harbor Asset Planning, Inc.235
0.0% of portfolio›$4.3K
North Star Investment Management Corp.226
0.0% of portfolio›$4.1K
Ascentis Wealth Management, LLC219
0.0% of portfolio›$4.0K
Community Financial Services Group, LLC201
0.0% of portfolio›$3.6K
Bangor Savings Bank186
0.0% of portfolio›$3.4K
MV Capital Management, Inc.179
0.0% of portfolio›$3.3K
American Capital Advisory, LLC177
0.0% of portfolio›$3.2K
Jnba Financial Advisors173
0.0% of portfolio›$3.1K
Nemes Rush Group LLC169
0.0% of portfolio›$3.1K
Hilton Head Capital Partners, LLC163
0.0% of portfolio›$3.0K
Breakwater Investment Management153
0.0% of portfolio›$2.8K
Archer Investment Corp147
0.0% of portfolio›$2.7K
Hughes Financial Services, LLC145
0.0% of portfolio›$2.9K
PFS Partners, LLC136
0.0% of portfolio›$2.5K
High Note Wealth, LLC125
0.0% of portfolio›$2.3K
Albion Financial Group109
0.0% of portfolio›$2.0K
Ascentis Independent Advisors100
0.0% of portfolio›$1.8K
Burk Holdings LLC83
0.0% of portfolio›$1.5K
Financial Network Wealth Advisors LLC74
0.0% of portfolio›$1.3K
Mondrian Investment Partners LTD65
0.0% of portfolio›$1.3K
Trust Co64
0.0% of portfolio›$1.2K
WPG Advisers, LLC63
0.0% of portfolio›$1.1K
Brown, Lisle Ings, Inc.58
0.0% of portfolio›$1.1K
Monetary Solutions, Ltd46
0.0% of portfolio›$837
Godsey & Gibb, Inc43
0.0% of portfolio›$783
Lloyd Advisory Services, Llc.40
0.0% of portfolio›$728
Glass Jacobson Investment Advisors llc35
0.0% of portfolio›$637
Plante Moran Financial Advisors, LLC32
0.0% of portfolio›$582
Bullock Wealth Management Group30
0.0% of portfolio›$536
Center for Financial Planning, Inc.30
0.0% of portfolio›$545
Private Wealth Management Group, LLC29
0.0% of portfolio›$528
StrongBox Wealth, LLC19
0.0% of portfolio›$346
Mosley Wealth Management18
0.0% of portfolio›$350
Gilpin Wealth Management, LLC16
0.0% of portfolio›$292
Arlington Trust Co LLC16
0.0% of portfolio›$291
Valley National Advisers Inc5
0.0% of portfolio›$91
Kingdom Financial Group Llc.1
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Crossmark Global Holdings, Inc.
761,694$13.9M0.2%GARPMediumHouston, TX2026-10-21
Creative Planning
708,295$12.9M0.0%IndexVery LowOverland Park, KS2026-11-02
ABC Arbitrage SA
564,472$10.3M1.0%YieldVery HighParis, India2026-10-23
Ethic Inc.
436,514$7.9M0.1%CoreLowNew York, NY2026-11-03
Citigroup Inc
300,375$5.5M0.0%CoreMediumNew York, NY2026-11-04
Assetmark, Inc
289,107$5.3M0.0%ETFLowConcord, CA2026-10-21
Clean Yield Group
233,245$4.2M1.0%CoreLowNorwich, VT2026-10-28
Dimensional Fund Advisors LP
209,352$3.8M0.0%IndexLowAustin, TX2026-11-04
Catalyst Capital Advisors LLC
200,000$3.6M0.1%ETFVery LowSan Juan, PR2026-11-02
Carrera Capital Advisors
183,106$3.3M0.5%ETFMediumTroy, MI2026-11-03
Vise Technologies, Inc.
180,092$3.3M0.0%IndexLowNew York, NY2026-10-29
Legacy Wealth Asset Management, LLC
166,666$3.0M0.7%GARPMediumWoodbury, MN2026-10-09
Quadrant Capital Group LLC
136,966$2.5M0.1%CoreLowCincinnati, OH2026-10-20
Gold Investment Management Ltd.
107,610$2.0M0.5%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Summit Global Investments
89,766$1.6K0.0%CoreMediumBountiful, UT2026-10-28
Elevation Point Wealth Partners, LLC
85,800$1.6M0.0%CoreHighDenver, CO2026-11-05
Signaturefd, LLC
81,176$1.5M0.0%IndexLowAtlanta, GA2026-10-23
Point Nemo Capital, LLC
79,902$1.5M0.7%GARPVery HighDripping Springs, TX2026-11-03
First Affirmative Financial Network
73,391$1.3M0.3%CoreN/AColorado Springs, CO2026-10-21
Truist Financial Corp
70,722$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
61,068$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
56,737$1.0M0.0%GrowthVery LowSeattle, WA2026-10-27
Oppenheimer Asset Management Inc.
56,607$1.0M0.0%CoreMediumNew York, NY2026-10-27
Highland Capital Management, LLC
53,550$974.1K0.0%GrowthMediumMemphis, TN2026-10-26
Evergreen Capital Management LLC
49,160$894.2K0.0%GARPMediumBellevue, WA2026-10-23
Keybank National Association
48,928$890.0K0.0%CoreLowBrooklyn, OH2026-11-04
Lanark Financial, Inc.
48,180$876.4K0.1%CoreMediumBirmingham, AL2026-10-26
Probity Advisors, Inc.
47,023$855.3K0.1%ETFLowDallas, TX2026-10-23
Choreo, LLC
46,926$853.6K0.0%IndexLowRockford, IL2026-10-28
Pzena Investment Management LLC
45,310$824.2K0.0%Deep ValueMediumNew York, NY2026-10-30
Aaron Wealth Advisors LLC
45,101$820.4K0.0%GrowthMediumChicago, IL2026-10-13
Versant Capital Management, Inc
43,260$786.9K0.1%GARPLowPhoenix, AZ2026-10-02
Park Avenue Securities LLC
41,687$7580.0%ETFMediumNew York, NY2026-10-26
Abel Hall, LLC
40,819$742.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
Allspring Global Investments Holdings, LLC
38,784$690.2K0.0%CoreMediumCharlotte, NC2026-11-04
Heritage Investors Management Corp
30,189$5490.0%CoreVery LowBethesda, MD2026-10-29
SmartHarvest Portfolios, LLC
29,095$529.2K0.2%GrowthLowSeattle, WA2026-10-26
Parallel Advisors, LLC
28,043$510.1K0.0%IndexLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
27,282$496.3K0.0%ETFLowWaltham, MA2026-11-02
MPS Loria Financial Planners, LLC
25,704$467.5K0.1%ETFVery LowBurr Ridge, IL2026-10-14
Farther Finance Advisors, LLC
25,420$462.4K0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
24,967$454.1K0.0%CoreMediumCharlotte, NC2026-10-15
Lido Advisors, LLC
22,937$417.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Kathmere Capital Management, LLC
20,542$373.7K0.0%ETFLowWayne, PA2026-10-20
SYM Financial Corp
20,293$369.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Ascent Group, LLC
19,996$363.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Focused Alpha, LLC
19,460$354.0K0.1%CoreMediumDenver, CO2026-10-20
HB Wealth Management, LLC
18,972$345.1K0.0%IndexVery LowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
18,338$333.6K0.0%CoreMediumBirmingham, AL2026-11-04
Vontobel Holding Ltd.
17,619$320.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Keenan, LLC
17,513$318.6K0.2%ETFLowBoston, MA2026-10-23
Gamma Investing LLC
17,400$316.5K0.0%IndexVery LowFoster City, CA2026-10-08
Walkner Condon Financial Advisors LLC
17,323$315.1K0.0%ETFLowVerona, WI2026-11-02
Trek Financial, LLC
16,317$296.8K0.0%ETFHighScottsdale, AZ2026-10-29
PDS Planning, Inc
16,129$293.4K0.0%IndexVery LowDublin, OH2026-11-03
Angeles Wealth Management, LLC
15,486$281.7K0.0%ETFLowSanta Monica, CA2026-10-26
Xponance LLC
14,149$257.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
May Hill Capital, LLC
14,050$255.6K0.1%ETFLowCohasset, MA2026-11-03
Larry Mathis Financial Planning, LLC
13,846$251.9K0.2%ValueHighPhoenix, AZ2026-10-26
Sowell Financial Services LLC
13,602$247.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Concurrent Investment Advisors, LLC
13,343$242.7K0.0%GrowthMediumTampa, FL2026-10-16
Gallacher Capital Management LLC
13,247$241.0K0.2%ValueMediumLone Tree, CO2026-10-30
Rose Capital Advisors LLC
13,193$240.0K0.1%ETFN/AMiami Beach, FL2026-11-04
Valeo Financial Advisors, LLC
12,927$235.1K0.0%ETFLowCarmel, IN2026-10-08
Anchyra Partners LLC
12,160$221.2K0.0%CoreLowAtlanta, GA2026-10-13
Perigon Wealth Management, LLC
12,154$221.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Brighton Jones LLC
11,663$212.2K0.0%CoreVery LowSeattle, WA2026-11-03
Riversedge Advisors, LLC
11,652$212.0K0.0%ETFMediumWilmington, DE2026-10-09
Five Oceans Advisors
11,648$211.9K0.1%ETFVery LowCarlsbad, CA2026-10-22
Sage Rhino Capital LLC
11,515$209.5K0.0%ETFLowMenlo Park, CA2026-10-28
B. Riley Wealth Advisors, Inc.
11,391$207.2K0.0%GrowthLowMemphis, TN2026-10-13
Arista Wealth Management, LLC
10,987$199.9K0.0%ETFMediumLas Vegas, NV2026-10-29
Davenport & Co LLC
10,921$198.7K0.0%CoreMediumRichmond, VA2026-10-14
Capricorn Fund Managers Ltd
10,517$191.3K0.0%GARPVery HighLondon, United Kingdom2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
10,000$160.3K0.0%CoreLowPrague, Bahrain2026-10-15
Caitong International Asset Management Co., Ltd
9,051$164.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
TD Private Client Wealth LLC
8,760$159.3K0.0%ETFLowNew York, NY2026-10-28
Simplex Trading, LLC
8,706$158.4K0.0%CoreVery HighChicago, IL2026-11-04
Pinnacle Wealth Planning Services, Inc.
7,881$143.4K0.0%GARPLowMansfield, OH2026-10-27
Summit Securities Group LLC
7,100$129.1K0.0%CoreVery HighNew York, NY2026-11-05
Tsfg, LLC
6,799$1240.0%ETFLowLake Forest, IL2026-10-23
Cromwell Holdings LLC
5,064$92.1K0.0%IndexLowJackson, WY2026-10-28
Manchester Capital Management LLC
4,649$84.6K0.0%CoreLowManchester, VT2026-10-22
Blue Trust, Inc.
4,609$83.8K0.0%ETFLowBrentwood, TN2026-10-15
Bayforest Capital Ltd
4,526$82.3K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Financial Consulate, Inc
3,654$66.5K0.0%ETFLowHunt Valley, MD2026-10-23
True Wealth Design, LLC
3,506$63.8K0.0%ETFMediumAkron, OH2026-10-13
Pinnacle Bancorp, Inc.
3,379$61.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Owl Creek Wealth Partners LLC
3,362$61.2K0.0%IndexLowGreenwood Village, CO2026-10-20
TD Waterhouse Canada Inc.
3,297$58.9K0.0%CoreLowToronto, Australia2026-10-16
Parkside Financial Bank & Trust
2,774$50.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
James T. Borello RIA
2,385$43.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Nisa Investment Advisors, LLC
2,306$41.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Proathlete Wealth Management LLC
2,168$39.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
Essential Partners LLC
1,895$34.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Salomon & Ludwin, LLC
1,624$29.5K0.0%ETFVery LowRichmond, VA2026-10-29
SJS Investment Consulting Inc.
1,542$28.0K0.0%ETFVery LowSylvania, OH2026-10-26
Provenance Wealth Advisors, LLC
1,505$27.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Financial Perspectives, Inc
1,437$26.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Cranbrook Wealth Management, LLC
1,313$23.9K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
V-Square Quantitative Management LLC
1,288$23.4K0.0%CoreLowChicago, IL2026-10-15
Ares Financial Consulting, LLC
1,204$21.9K0.0%CoreLowCalabasas, CA2026-10-19
Rosenberg Matthew Hamilton
1,129$20.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Private Trust Co NA
1,045$19.0K0.0%CoreLowCleveland, OH2026-10-20
Montag A & Associates Inc
1,033$18.8K0.0%CoreLowAtlanta, GA2026-10-29
Marquette Asset Management, LLC
1,000$18.2K0.0%ETFVery LowMinneapolis, MN2026-10-09
Elyxium Wealth, LLC
919$16.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Triumph Capital Management
885$16.1K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
857$15.6K0.0%ETFMediumEncinitas, CA2026-10-21
Strengthening Families & Communities, LLC
827$15.0K0.0%CoreMediumBoston, MA2026-10-21
Spire Wealth Management
779$14.2K0.0%GrowthMediumMclean, VA2026-10-30
Mather Group, Llc.
729$13.3K0.0%ETFMediumChicago, IL2026-10-14
Signature Equity Partners, LLC
709$12.9K0.0%GrowthMediumColumbus, OH2026-10-29
Elevation Wealth Partners, LLC
693$12.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Wilmington Savings Fund Society, FSB
626$11.4K0.0%CoreLowWilmington, DE2026-10-23
IFP Advisors, Inc
613$11.2K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
600$10.9K0.0%ETFMediumKokomo, IN2026-11-04
West Financial Advisors, LLC
558$10.2K0.0%ETFLowDes Moines, IA2026-10-22
Piscataqua Savings Bank
518$9.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
Physician Wealth Advisors, Inc.
516$9.4K0.0%ETFMediumMidvale, UT2026-10-20
Highline Wealth Partners LLC
510$9.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Bell Investment Advisors, Inc
488$8.9K0.0%ETFVery LowOrinda, CA2026-10-29
Retirement Wealth Solutions LLC
473$8.6K0.0%ETFLowMarshfield, WI2026-10-07
Financial Management Professionals, Inc.
442$8.0K0.0%ETFMediumAustin, TX2026-10-23
Mcdonald Partners LLC
400$7.3K0.0%CoreLowCleveland, OH2026-11-03
UMB Private Wealth Management, LLC
384$7.0K0.0%GrowthN/AKansas City, MO2026-10-19
Trust Co of Toledo NA
376$6.8K0.0%GrowthVery LowHolland, OH2026-10-16
Planning Strategies Inc.
345$6.3K0.0%ETFN/ALancaster, PA2026-10-02
Livelsberger Financial Advisory
319$5.8K0.0%YieldVery LowAshland, OH2026-10-28
Trust Co of Vermont
266$4.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Kelleher Financial Advisors
251$4.6K0.0%CoreMediumNew York, NY2026-10-30
JFS Wealth Advisors, LLC
246$4.5K0.0%ETFVery LowHermitage, PA2026-11-03
Harbor Asset Planning, Inc.
235$4.3K0.0%ETFVery LowBelmont, MA2026-10-23
North Star Investment Management Corp.
226$4.1K0.0%CoreLowChicago, IL2026-10-27
Ascentis Wealth Management, LLC
219$4.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Community Financial Services Group, LLC
201$3.6K0.0%GrowthLowNewport, VT2026-10-15
Bangor Savings Bank
186$3.4K0.0%ETFLowBangor, ME2026-10-06
MV Capital Management, Inc.
179$3.3K0.0%ETFLowBethesda, MD2026-10-29
American Capital Advisory, LLC
177$3.2K0.0%ETFLowKetchum, ID2026-10-28
Jnba Financial Advisors
173$3.1K0.0%ETFMediumBloomington, MN2026-11-03
Nemes Rush Group LLC
169$3.1K0.0%CoreVery LowNovi, MI2026-11-04
Hilton Head Capital Partners, LLC
163$3.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Breakwater Investment Management
153$2.8K0.0%ETFLowSeattle, WA2026-10-20
Archer Investment Corp
147$2.7K0.0%CoreMediumCarmel, IN2026-11-05
Hughes Financial Services, LLC
145$2.9K0.0%ETFLowHerndon, VA2026-10-30
PFS Partners, LLC
136$2.5K0.0%ETFVery LowMine Hill, NJ2026-10-21
High Note Wealth, LLC
125$2.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Albion Financial Group
109$2.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
Ascentis Independent Advisors
100$1.8K0.0%ETFLowDallas, TX2026-11-03
Burk Holdings LLC
83$1.5K0.0%ETFVery LowTulsa, OK2026-11-05
Financial Network Wealth Advisors LLC
74$1.3K0.0%ETFLowMurray, UT2026-10-28
Mondrian Investment Partners LTD
65$1.3K0.0%YieldMediumLondon, United Kingdom2026-10-23
Trust Co
64$1.2K0.0%ETFVery LowManhattan, KS2026-10-09
WPG Advisers, LLC
63$1.1K0.0%CoreLowBaltimore, MD2026-10-27
Brown, Lisle Ings, Inc.
58$1.1K0.0%CoreVery LowProvidence, RI2026-10-16
Monetary Solutions, Ltd
46$8370.0%ETFVery LowDayton, OH2026-10-22
Godsey & Gibb, Inc
43$7830.0%CoreLowRichmond, VA2026-10-14
Lloyd Advisory Services, Llc.
40$7280.0%ETFVery HighSuwanee, GA2026-11-02
Glass Jacobson Investment Advisors llc
35$6370.0%ETFLowOwings Mills, MD2026-10-26
Plante Moran Financial Advisors, LLC
32$5820.0%ETFVery LowSouthfield, MI2026-11-04
Bullock Wealth Management Group
30$5360.0%GrowthLowBloomington, IN2026-10-09
Center for Financial Planning, Inc.
30$5450.0%ETFLowSouthfied, MI2026-10-26
Private Wealth Management Group, LLC
29$5280.0%ETFLowPrinceton, NJ2026-10-19
StrongBox Wealth, LLC
19$3460.0%GrowthLowLee'S Summit, MO2026-11-02
Mosley Wealth Management
18$3500.0%ETFHighAnaheim, CA2026-10-16
Gilpin Wealth Management, LLC
16$2920.0%GrowthLowDenver, CO2026-10-09
Arlington Trust Co LLC
16$2910.0%ETFMediumBirmingham, AL2026-10-20
Valley National Advisers Inc
5$910.0%ETFLowBethlehem, PA2026-10-23
Kingdom Financial Group Llc.
1$120.0%ETFMediumPeoria, AZ2026-11-04