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Teleflex Inc (TFX)

CUSIP: 879369106 | NYSE | Healthcare · Medical Instruments & Supplies | Mid Cap | 1815 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/AJanus Henderson Group Ltd.
with Janus Henderson Enterprise Fund
4,343,76410.3%New 5%+ stakeAug 31, 2026No 13F filer matched
13G/AJanus Henderson Group Ltd.4,343,764
10.3% of class · Aug 31, 2026New 5%+ stake
with Janus Henderson Enterprise Fund
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,179,179
0.0% of portfolio›$147.4M
Cooke & Bieler LP900,561
1.8% of portfolio›$112.6M
Pzena Investment Management LLC579,741
0.2% of portfolio›$72.5M
Bank of New York Mellon Corp256,168
0.0% of portfolio›$32.0M
Principal Financial Group Inc201,039
0.0% of portfolio›$25.1M
Pictet Asset Management Holding SA124,448
0.0% of portfolio›$15.6M
Marathon Asset Management Ltd109,764
0.6% of portfolio›$13.7M
Thompson Siegel & Walmsley LLC93,196
0.0% of portfolio›$11.7K
MacKenzie Financial Corp45,272
0.0% of portfolio›$5.7M
New York State Teachers Retirement System38,943
0.0% of portfolio›$4.9K
Quaker Wealth Management, LLC34,982
1.3% of portfolio›$4.4M
Thrivent Financial for Lutherans26,950
0.0% of portfolio›$3.4K
Illinois Municipal Retirement Fund23,801
0.0% of portfolio›$3.0M
Louisiana State Employees Retirement System18,000
0.0% of portfolio›$2.3M
Strs Ohio16,606
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D15,524
0.0% of portfolio›$1.9M
Creative Planning15,479
0.0% of portfolio›$1.9M
Villanova Investment Management Co14,131
1.8% of portfolio›$1.8M
Arizona State Retirement System12,471
0.0% of portfolio›$1.6M
GC Wealth Management RIA, LLC12,398
0.1% of portfolio›$1.6M
Citigroup Inc12,135
0.0% of portfolio›$1.5M
Amalgamated Bank11,857
0.0% of portfolio›$1.5K
Yousif Capital Management, LLC11,759
0.0% of portfolio›$1.5M
Daiwa Securities Group Inc.10,529
0.0% of portfolio›$1.3M
Parthenon LLC10,317
0.1% of portfolio›$1.3M
GHP Investment Advisors, Inc.10,136
0.0% of portfolio›$1.3M
Mountain Pacific Investment Advisers LLC10,083
0.2% of portfolio›$1.3M
Waterfront Wealth Inc.10,070
0.2% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,983
0.0% of portfolio›$1.2M
Oregon Public Employees Retirement Fund9,519
0.0% of portfolio›$1.2M
Nisa Investment Advisors, LLC9,283
0.0% of portfolio›$1.2M
Virginia Retirement Systems ET Al8,400
0.0% of portfolio›$1.1M
Thompson Investment Management, Inc.7,835
0.1% of portfolio›$979.7K
Wealth Enhancement Advisory Services, LLC7,576
0.0% of portfolio›$940.8K
Wilmington Savings Fund Society, FSB7,229
0.0% of portfolio›$903.9K
State of Alaska, Department of Revenue7,148
0.0% of portfolio›$893
Oak Thistle LLC7,106
0.1% of portfolio›$888.5K
Elevatus Welath Management6,573
0.2% of portfolio›$821.9K
Mutual of America Capital Management LLC5,275
0.0% of portfolio›$659.6K
Bahl & Gaynor LLC4,937
0.0% of portfolio›$617.3K
Keybank National Association4,284
0.0% of portfolio›$535.7K
Unified Investment Management4,124
0.5% of portfolio›$515.7K
111 Capital4,110
0.1% of portfolio›$513.9K
CIBC Asset Management Inc3,927
0.0% of portfolio›$491.0K
Garrison Bradford & Associates Inc3,850
0.5% of portfolio›$481.4K
Xponance LLC3,119
0.0% of portfolio›$390.0K
Choreo, LLC3,073
0.0% of portfolio›$384.3K
Connecticut Wealth Management, LLC3,012
0.0% of portfolio›$376.6K
AlphaCore Capital LLC2,862
0.0% of portfolio›$357.9K
Swiss Life Asset Management Ltd2,832
0.0% of portfolio›$354.1K
Fulcrum Asset Management LLP2,712
0.0% of portfolio›$342.6K
US Bancorp \de\2,477
0.0% of portfolio›$309.7K
Oppenheimer Asset Management Inc.2,381
0.0% of portfolio›$297.7K
Crossmark Global Holdings, Inc.2,367
0.0% of portfolio›$296.0K
Daymark Wealth Partners, LLC2,359
0.0% of portfolio›$295.0K
Commonwealth Equity Services, LLC2,198
0.0% of portfolio›$274.9K
State of Wyoming2,154
0.0% of portfolio›$269.3K
Evergreen Capital Management LLC2,090
0.0% of portfolio›$261.3K
CenterBook Partners LP1,977
0.0% of portfolio›$247.2K
Lanark Financial, Inc.1,944
0.0% of portfolio›$243.1K
Hummer Financial Advisory Services Inc1,775
0.1% of portfolio›$221.9K
Net Worth Advisory Group1,765
0.1% of portfolio›$222.6K
CLG LLC1,717
0.0% of portfolio›$214.7K
Crestwood Advisors Group, LLC1,710
0.0% of portfolio›$213.8K
Cambridge Investment Research Advisors, Inc.1,704
0.0% of portfolio›$213
Baldwin Wealth Partners LLC1,702
0.0% of portfolio›$212.8K
Sage Rhino Capital LLC1,702
0.0% of portfolio›$212.8K
KBC Group NV1,392
0.0% of portfolio›$174
Sterling Capital Management LLC1,269
0.0% of portfolio›$158.7K
Leonteq Securities AG1,167
0.0% of portfolio›$145.9K
Gamma Investing LLC921
0.0% of portfolio›$115.2K
Northstar Asset Management Co900
0.0% of portfolio›$117.4K
Blue Trust, Inc.770
0.0% of portfolio›$96.3K
Pinnacle Wealth Planning Services, Inc.739
0.0% of portfolio›$92.4K
Kimelman & Baird, LLC627
0.0% of portfolio›$78.4K
Godsey & Gibb, Inc550
0.0% of portfolio›$68.8K
Salomon & Ludwin, LLC501
0.0% of portfolio›$62.6K
Bayforest Capital Ltd473
0.1% of portfolio›$59.1K
Trust Co of Vermont454
0.0% of portfolio›$56.8K
Farther Finance Advisors, LLC427
0.0% of portfolio›$53.4K
Covestor Ltd327
0.0% of portfolio›$41
Parallel Advisors, LLC320
0.0% of portfolio›$40.0K
Heritage Family Offices, LLP311
0.0% of portfolio›$38.9K
Next Level Wealth Planning, LLC300
0.0% of portfolio›$37.5K
Hager Investment Management Services, LLC290
0.0% of portfolio›$36.3K
Signaturefd, LLC268
0.0% of portfolio›$33.5K
Simplex Trading, LLC237
0.0% of portfolio›$29.6K
SJS Investment Consulting Inc.230
0.0% of portfolio›$28.8K
Root Financial Partners, LLC213
0.0% of portfolio›$26.6K
Kelleher Financial Advisors200
0.0% of portfolio›$25.0K
Pflug Koory, LLC200
0.0% of portfolio›$25.0K
Versant Capital Management, Inc180
0.0% of portfolio›$22.5K
V-Square Quantitative Management LLC179
0.0% of portfolio›$22.4K
EverSource Wealth Advisors, LLC158
0.0% of portfolio›$19.8K
Parkside Financial Bank & Trust117
0.0% of portfolio›$14.6K
MassMutual Private Wealth & Trust, FSB108
0.0% of portfolio›$13.5K
Elevation Wealth Partners, LLC107
0.0% of portfolio›$13.4K
Larson Financial Group LLC98
0.0% of portfolio›$12.3K
Mitsubishi UFJ Asset Management Co., Ltd.76
0.0% of portfolio›$9.5K
Mcdonald Partners LLC75
0.0% of portfolio›$9.4K
Essential Partners LLC72
0.0% of portfolio›$9.0K
Owl Creek Wealth Partners LLC65
0.0% of portfolio›$8.1K
Gables Capital Management Inc.59
0.0% of portfolio›$7.4K
True Wealth Design, LLC57
0.0% of portfolio›$7.1K
Elyxium Wealth, LLC43
0.0% of portfolio›$5.4K
Fortitude Family Office, LLC42
0.0% of portfolio›$5.3K
Assetmark, Inc39
0.0% of portfolio›$4.9K
UMB Private Wealth Management, LLC37
0.0% of portfolio›$4.6K
JFS Wealth Advisors, LLC30
0.0% of portfolio›$3.8K
High Note Wealth, LLC27
0.0% of portfolio›$3.4K
Rossby Financial, LCC25
0.0% of portfolio›$3.1K
Silver Grove Financial Group, Inc.25
0.0% of portfolio›$3.1K
Bell Investment Advisors, Inc22
0.0% of portfolio›$2.8K
Provenance Wealth Advisors, LLC21
0.0% of portfolio›$2.6K
MV Capital Management, Inc.15
0.0% of portfolio›$1.9K
SBI Securities Co., Ltd.15
0.0% of portfolio›$1.9K
Redwood Park Advisors LLC14
0.0% of portfolio›$1.8K
Private Trust Co NA14
0.0% of portfolio›$1.8K
Creative Capital Management Investments LLC14
0.0% of portfolio›$1.8K
City State Bank11
0.0% of portfolio›$1.4K
Cromwell Holdings LLC11
0.0% of portfolio›$1.4K
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$1.4K
IFP Advisors, Inc9
0.0% of portfolio›$1.1K
Retirement Wealth Solutions LLC8
0.0% of portfolio›$1.0K
Gilpin Wealth Management, LLC7
0.0% of portfolio›$876
Valley National Advisers Inc7
0.0% of portfolio›$876
Ascentis Independent Advisors7
0.0% of portfolio›$875
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$751
Private Wealth Management Group, LLC5
0.0% of portfolio›$626
Hughes Financial Services, LLC4
0.0% of portfolio›$566
Physician Wealth Advisors, Inc.4
0.0% of portfolio›$501
Cedar Mountain Advisors, LLC3
0.0% of portfolio›$375
Trust Co3
0.0% of portfolio›$375
Davis Capital Management3
0.0% of portfolio›$375
DecisionPoint Financial, LLC2
0.0% of portfolio›$253
CoreCap Advisors, LLC2
0.0% of portfolio›$250
Proathlete Wealth Management LLC2
0.0% of portfolio›$250
Abound Wealth Management1
0.0% of portfolio›$126
Buck Wealth Strategies, LLC1
0.0% of portfolio›$125
Noble Wealth Management PBC1
0.0% of portfolio›$125
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,179,179$147.4M0.0%IndexLowAustin, TX2026-11-04
Cooke & Bieler LP
900,561$112.6M1.8%Deep ValueMediumPhiladelphia, PA2026-10-21
Pzena Investment Management LLC
579,741$72.5M0.2%Deep ValueMediumNew York, NY2026-10-30
Bank of New York Mellon Corp
256,168$32.0M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
201,039$25.1M0.0%CoreLowDes Moines, IA2026-11-02
Pictet Asset Management Holding SA
124,448$15.6M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Marathon Asset Management Ltd
109,764$13.7M0.6%ValueLowLondon, United Kingdom2026-10-26
Thompson Siegel & Walmsley LLC
93,196$11.7K0.0%Deep ValueMediumRichmond, VA2026-11-05
MacKenzie Financial Corp
45,272$5.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
New York State Teachers Retirement System
38,943$4.9K0.0%CoreVery LowAlbany, NY2026-10-22
Quaker Wealth Management, LLC
34,982$4.4M1.3%ETFMediumMoorestown, NJ2026-10-22
Thrivent Financial for Lutherans
26,950$3.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
23,801$3.0M0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
18,000$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Strs Ohio
16,606$2.1M0.0%CoreMediumColumbus, OH2026-10-30
State of New Jersey Common Pension Fund D
15,524$1.9M0.0%CoreLowTrenton, NJ2026-11-05
Creative Planning
15,479$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Villanova Investment Management Co
14,131$1.8M1.8%Deep ValueMediumWayne, PA2026-11-02
Arizona State Retirement System
12,471$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
GC Wealth Management RIA, LLC
12,398$1.6M0.1%GrowthMediumCambridge, MA2026-11-02
Citigroup Inc
12,135$1.5M0.0%CoreMediumNew York, NY2026-11-04
Amalgamated Bank
11,857$1.5K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
11,759$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Daiwa Securities Group Inc.
10,529$1.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Parthenon LLC
10,317$1.3M0.1%CoreVery LowLouisville, KY2026-10-22
GHP Investment Advisors, Inc.
10,136$1.3M0.0%CoreVery LowDenver, CO2026-10-15
Mountain Pacific Investment Advisers LLC
10,083$1.3M0.2%CoreVery LowBoise, ID2026-10-29
Waterfront Wealth Inc.
10,070$1.3M0.2%ValueLowOverland Park, KS2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,983$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
9,519$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Nisa Investment Advisors, LLC
9,283$1.2M0.0%IndexVery LowSt. Louis, MO2026-10-20
Virginia Retirement Systems ET Al
8,400$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Thompson Investment Management, Inc.
7,835$979.7K0.1%ValueMediumMadison, WI2026-10-14
Wealth Enhancement Advisory Services, LLC
7,576$940.8K0.0%CoreLowPlymouth, MN2026-10-13
Wilmington Savings Fund Society, FSB
7,229$903.9K0.0%CoreLowWilmington, DE2026-10-23
State of Alaska, Department of Revenue
7,148$8930.0%CoreVery LowJuneau, AK2026-10-15
Oak Thistle LLC
7,106$888.5K0.1%ValueVery HighNew York, NY2026-10-21
Elevatus Welath Management
6,573$821.9K0.2%GrowthHighVictor, NY2026-10-19
Mutual of America Capital Management LLC
5,275$659.6K0.0%IndexLowNew York, NY2026-10-23
Bahl & Gaynor LLC
4,937$617.3K0.0%CoreLowCincinnati, OH2026-11-05
Keybank National Association
4,284$535.7K0.0%CoreLowBrooklyn, OH2026-11-04
Unified Investment Management
4,124$515.7K0.5%CoreLowAtlanta, GA2026-10-14
111 Capital
4,110$513.9K0.1%CoreVery HighParis, India2026-11-03
CIBC Asset Management Inc
3,927$491.0K0.0%GARPLowToronto, South Africa2026-11-05
Garrison Bradford & Associates Inc
3,850$481.4K0.5%GrowthMediumNew York, NY2026-10-27
Xponance LLC
3,119$390.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Choreo, LLC
3,073$384.3K0.0%IndexLowRockford, IL2026-10-28
Connecticut Wealth Management, LLC
3,012$376.6K0.0%ETFLowFarmington, CT2026-10-13
AlphaCore Capital LLC
2,862$357.9K0.0%ETFLowLa Jolla, CA2026-11-04
Swiss Life Asset Management Ltd
2,832$354.1K0.0%CoreLowZurich, Switzerland2026-11-03
Fulcrum Asset Management LLP
2,712$342.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
US Bancorp \de\
2,477$309.7K0.0%IndexLowMinneapolis, MN2026-11-05
Oppenheimer Asset Management Inc.
2,381$297.7K0.0%CoreMediumNew York, NY2026-10-27
Crossmark Global Holdings, Inc.
2,367$296.0K0.0%GARPMediumHouston, TX2026-10-21
Daymark Wealth Partners, LLC
2,359$295.0K0.0%CoreLowCincinnati, OH2026-11-04
Commonwealth Equity Services, LLC
2,198$274.9K0.0%ETFLowWaltham, MA2026-11-02
State of Wyoming
2,154$269.3K0.0%ValueHighCheyenne, WY2026-10-28
Evergreen Capital Management LLC
2,090$261.3K0.0%GARPMediumBellevue, WA2026-10-23
CenterBook Partners LP
1,977$247.2K0.0%ValueVery HighGreenwich, CT2026-11-02
Lanark Financial, Inc.
1,944$243.1K0.0%CoreMediumBirmingham, AL2026-10-26
Hummer Financial Advisory Services Inc
1,775$221.9K0.1%CoreVery LowChicago, IL2026-10-09
Net Worth Advisory Group
1,765$222.6K0.1%GARPMediumSandy, UT2026-10-20
CLG LLC
1,717$214.7K0.0%ETFMediumLong Beach, CA2026-10-13
Crestwood Advisors Group, LLC
1,710$213.8K0.0%GrowthLowBoston, MA2026-10-27
Cambridge Investment Research Advisors, Inc.
1,704$2130.0%ETFLowFairfield, IA2026-11-02
Baldwin Wealth Partners LLC
1,702$212.8K0.0%GrowthLowMarion, MA2026-10-13
Sage Rhino Capital LLC
1,702$212.8K0.0%ETFLowMenlo Park, CA2026-10-28
KBC Group NV
1,392$1740.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,269$158.7K0.0%GARPMediumCharlotte, NC2026-10-22
Leonteq Securities AG
1,167$145.9K0.0%CoreHighZurich, Switzerland2026-10-29
Gamma Investing LLC
921$115.2K0.0%IndexVery LowFoster City, CA2026-10-08
Northstar Asset Management Co
900$117.4K0.0%CoreVery LowBlue Bell, PA2026-10-22
Blue Trust, Inc.
770$96.3K0.0%ETFLowBrentwood, TN2026-10-15
Pinnacle Wealth Planning Services, Inc.
739$92.4K0.0%GARPLowMansfield, OH2026-10-27
Kimelman & Baird, LLC
627$78.4K0.0%CoreLowNew York, NY2026-11-03
Godsey & Gibb, Inc
550$68.8K0.0%CoreLowRichmond, VA2026-10-14
Salomon & Ludwin, LLC
501$62.6K0.0%ETFVery LowRichmond, VA2026-10-29
Bayforest Capital Ltd
473$59.1K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Trust Co of Vermont
454$56.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Farther Finance Advisors, LLC
427$53.4K0.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
327$410.0%ValueHighLondon, United Kingdom2026-10-30
Parallel Advisors, LLC
320$40.0K0.0%IndexLowSan Francisco, CA2026-11-03
Heritage Family Offices, LLP
311$38.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Next Level Wealth Planning, LLC
300$37.5K0.0%ETFVery LowMeridian, ID2026-10-29
Hager Investment Management Services, LLC
290$36.3K0.0%GrowthMediumNew London, NH2026-11-04
Signaturefd, LLC
268$33.5K0.0%IndexLowAtlanta, GA2026-10-23
Simplex Trading, LLC
237$29.6K0.0%CoreVery HighChicago, IL2026-11-04
SJS Investment Consulting Inc.
230$28.8K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
213$26.6K0.0%ETFMediumEncinitas, CA2026-10-21
Kelleher Financial Advisors
200$25.0K0.0%CoreMediumNew York, NY2026-10-30
Pflug Koory, LLC
200$25.0K0.0%CoreVery LowOmaha, NE2026-10-26
Versant Capital Management, Inc
180$22.5K0.0%GARPLowPhoenix, AZ2026-10-02
V-Square Quantitative Management LLC
179$22.4K0.0%CoreLowChicago, IL2026-10-15
EverSource Wealth Advisors, LLC
158$19.8K0.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
117$14.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
MassMutual Private Wealth & Trust, FSB
108$13.5K0.0%CoreLowSpringfield, MA2026-10-05
Elevation Wealth Partners, LLC
107$13.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Larson Financial Group LLC
98$12.3K0.0%GrowthLowSt Louis, MO2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
76$9.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Mcdonald Partners LLC
75$9.4K0.0%CoreLowCleveland, OH2026-11-03
Essential Partners LLC
72$9.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Owl Creek Wealth Partners LLC
65$8.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Gables Capital Management Inc.
59$7.4K0.0%GrowthVery LowMiami, FL2026-11-04
True Wealth Design, LLC
57$7.1K0.0%ETFMediumAkron, OH2026-10-13
Elyxium Wealth, LLC
43$5.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Fortitude Family Office, LLC
42$5.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Assetmark, Inc
39$4.9K0.0%ETFLowConcord, CA2026-10-21
UMB Private Wealth Management, LLC
37$4.6K0.0%GrowthN/AKansas City, MO2026-10-19
JFS Wealth Advisors, LLC
30$3.8K0.0%ETFVery LowHermitage, PA2026-11-03
High Note Wealth, LLC
27$3.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Rossby Financial, LCC
25$3.1K0.0%ETFMediumMelbourne, FL2026-11-05
Silver Grove Financial Group, Inc.
25$3.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Bell Investment Advisors, Inc
22$2.8K0.0%ETFVery LowOrinda, CA2026-10-29
Provenance Wealth Advisors, LLC
21$2.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
MV Capital Management, Inc.
15$1.9K0.0%ETFLowBethesda, MD2026-10-29
SBI Securities Co., Ltd.
15$1.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Redwood Park Advisors LLC
14$1.8K0.0%ETFVery LowRedwood City, CA2026-11-02
Private Trust Co NA
14$1.8K0.0%CoreLowCleveland, OH2026-10-20
Creative Capital Management Investments LLC
14$1.8K0.0%ETFLowSan Diego, CA2026-10-28
City State Bank
11$1.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Cromwell Holdings LLC
11$1.4K0.0%IndexLowJackson, WY2026-10-28
Bay Harbor Wealth Management, LLC
11$1.4K0.0%ETFMediumHunt Valley, MD2026-11-03
IFP Advisors, Inc
9$1.1K0.0%GrowthLowTampa, FL2026-10-16
Retirement Wealth Solutions LLC
8$1.0K0.0%ETFLowMarshfield, WI2026-10-07
Gilpin Wealth Management, LLC
7$8760.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
7$8760.0%ETFLowBethlehem, PA2026-10-23
Ascentis Independent Advisors
7$8750.0%ETFLowDallas, TX2026-11-03
DiNuzzo Private Wealth, Inc.
6$7510.0%ETFLowBeaver, PA2026-10-16
Private Wealth Management Group, LLC
5$6260.0%ETFLowPrinceton, NJ2026-10-19
Hughes Financial Services, LLC
4$5660.0%ETFLowHerndon, VA2026-10-30
Physician Wealth Advisors, Inc.
4$5010.0%ETFMediumMidvale, UT2026-10-20
Cedar Mountain Advisors, LLC
3$3750.0%ETFVery LowLake Oswego, OR2026-10-15
Trust Co
3$3750.0%ETFVery LowManhattan, KS2026-10-09
Davis Capital Management
3$3750.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
2$2530.0%ETFVery LowMesa, AZ2026-10-27
CoreCap Advisors, LLC
2$2500.0%ETFMediumSouthfield, MI2026-10-08
Proathlete Wealth Management LLC
2$2500.0%ETFVery LowBoca Raton, FL2026-10-15
Abound Wealth Management
1$1260.0%ETFVery LowFranklin, TN2026-10-26
Buck Wealth Strategies, LLC
1$1250.0%ValueMediumDenver, CO2026-10-28
Noble Wealth Management PBC
1$1250.0%YieldMediumGreenwood Village, CO2026-10-01