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Transmedics Group Inc (TMDX)

CUSIP: 89377M109 | NYSE | Healthcare · Medical Devices | Mid Cap | 917 institutional holders

Quarters

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

Dimensional Fund Advisors LP627,984
0.0% of portfolio›$52.4M
Principal Financial Group Inc372,534
0.0% of portfolio›$31.1M
Wasatch Advisors LP333,162
0.2% of portfolio›$27.8M
Zevenbergen Capital Investments LLC267,282
0.5% of portfolio›$22.3M
Congress Asset Management Co252,952
0.1% of portfolio›$21.1M
Bank of New York Mellon Corp191,672
0.0% of portfolio›$16.0M
Trek Financial, LLC143,667
0.6% of portfolio›$12.0M
Oppenheimer & Co Inc107,041
0.1% of portfolio›$8.9M
Citigroup Inc102,878
0.0% of portfolio›$8.6M
Brown Capital Management LLC89,828
1.4% of portfolio›$7.5M
Bastion Asset Management Inc.55,536
2.0% of portfolio›$4.5M
Jefferies Financial Group Inc.43,302
0.0% of portfolio›$3.6M
Taylor Frigon Capital Management LLC34,986
1.5% of portfolio›$2.9M
New York State Teachers Retirement System28,825
0.0% of portfolio›$2.4K
Imc-Chicago, LLC25,124
0.0% of portfolio›$2.1M
Summit Creek Advisors LLC23,730
0.8% of portfolio›$2.0M
Perigon Wealth Management, LLC22,583
0.0% of portfolio›$1.9M
Thrivent Financial for Lutherans22,054
0.0% of portfolio›$1.8K
King Luther Capital Management Corp20,000
0.0% of portfolio›$1.7M
Diversify Advisory Services, LLC19,947
0.0% of portfolio›$1.5M
Diversify Wealth Management, LLC19,947
0.0% of portfolio›$1.5M
Creative Planning17,854
0.0% of portfolio›$1.5M
Annex Advisory Services, LLC17,734
0.0% of portfolio›$1.5M
Illinois Municipal Retirement Fund17,453
0.0% of portfolio›$1.5M
D.A. Davidson & Co.16,060
0.0% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.15,976
0.0% of portfolio›$1.3K
KBC Group NV15,526
0.0% of portfolio›$1.3K
Strong Tower Advisory Services15,477
0.2% of portfolio›$1.3M
Louisiana State Employees Retirement System14,800
0.0% of portfolio›$1.2M
HB Wealth Management, LLC14,447
0.0% of portfolio›$1.2M
Campbell Newman Asset Management Inc13,217
0.1% of portfolio›$1.1M
State of New Jersey Common Pension Fund D12,910
0.0% of portfolio›$1.1M
Eddie Patel Inc9,561
0.5% of portfolio›$797.9K
Arizona State Retirement System9,253
0.0% of portfolio›$772.2K
Yousif Capital Management, LLC9,169
0.0% of portfolio›$765.2K
NLB Skladi, upravljanje premozenja, d.o.o.9,000
0.0% of portfolio›$751.1K
Amalgamated Bank8,979
0.0% of portfolio›$749
Fifth Third Bancorp8,842
0.0% of portfolio›$737.8K
Central Pacific Bank - Trust Division8,417
0.1% of portfolio›$702.4K
Commonwealth Equity Services, LLC8,196
0.0% of portfolio›$684.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,170
0.0% of portfolio›$681.8K
Nisa Investment Advisors, LLC7,944
0.0% of portfolio›$662.9K
Maryland State Retirement & Pension System7,775
0.0% of portfolio›$648.8K
Oregon Public Employees Retirement Fund7,748
0.0% of portfolio›$646.6K
Park Avenue Securities LLC7,364
0.0% of portfolio›$615
Keystone Global Partners, LLC7,200
0.2% of portfolio›$600.8K
Catalyst Capital Advisors LLC7,135
0.0% of portfolio›$595.4K
Allspring Global Investments Holdings, LLC6,977
0.0% of portfolio›$548.7K
Sugar Maple Asset Management, LLC6,660
0.3% of portfolio›$555.8K
Cornerstone Wealth Management, LLC6,597
0.0% of portfolio›$550.5K
Investment Research Partners LLC6,002
0.2% of portfolio›$500.9K
Values First Advisors, Inc.5,989
0.2% of portfolio›$499.8K
State of Alaska, Department of Revenue5,826
0.0% of portfolio›$486
Fulcrum Asset Management LLP5,622
0.0% of portfolio›$472.6K
Plan A Wealth LLC5,370
0.2% of portfolio›$448.1K
Pictet Asset Management Holding SA5,266
0.0% of portfolio›$439.4K
Gibbs Wealth Management5,008
0.0% of portfolio›$417.9K
CFG Wealth Management Services, Inc.4,987
0.4% of portfolio›$392.2K
Virginia Retirement Systems ET Al4,800
0.0% of portfolio›$400.6K
180 Wealth Advisors, LLC4,745
0.0% of portfolio›$396.0K
ProShare Advisors LLC4,709
0.0% of portfolio›$393.0K
Kestra Advisory Services, LLC4,578
0.0% of portfolio›$382.0K
Atria Investments, Inc4,483
0.0% of portfolio›$374.1K
Abundance Wealth Counselors4,185
0.0% of portfolio›$349.2K
Mutual of America Capital Management LLC3,957
0.0% of portfolio›$330.2K
Portside Wealth Group, LLC3,840
0.0% of portfolio›$320.4K
Americana Partners, LLC3,670
0.0% of portfolio›$306.3K
Global Assets Advisory, LLC3,600
0.1% of portfolio›$296.8K
Abel Hall, LLC3,451
0.1% of portfolio›$288.0K
Fiduciary Alliance LLC3,437
0.0% of portfolio›$286.8K
Alliance Wealth Advisors, LLC3,366
0.1% of portfolio›$280.9K
Xponance LLC3,282
0.0% of portfolio›$273.9K
SLT Holdings LLC3,199
0.2% of portfolio›$267.0K
SBI Securities Co., Ltd.3,030
0.0% of portfolio›$252.9K
Redmond Asset Management, LLC2,845
0.1% of portfolio›$237.4K
Farther Finance Advisors, LLC2,594
0.0% of portfolio›$216.5K
Swiss Life Asset Management Ltd2,446
0.0% of portfolio›$204.1K
First Citizens Bank & Trust Co2,434
0.0% of portfolio›$203.1K
Hager Investment Management Services, LLC2,152
0.1% of portfolio›$179.6K
Bank Julius Baer & Co. Ltd, Zurich1,985
0.0% of portfolio›$166.3K
Gamma Investing LLC1,978
0.0% of portfolio›$165.1K
Putney Financial Group LLC1,930
0.1% of portfolio›$161.1K
Covestor Ltd1,825
0.0% of portfolio›$152
Generali Investments, Management Co LLC1,821
0.0% of portfolio›$152.0K
Sterling Capital Management LLC1,132
0.0% of portfolio›$94.5K
Financial Perspectives, Inc1,000
0.0% of portfolio›$83.5K
GK Wealth Management LLC922
0.0% of portfolio›$76.9K
Pinnacle Wealth Planning Services, Inc.874
0.0% of portfolio›$72.9K
China Universal Asset Management Co., Ltd.800
0.0% of portfolio›$67.3K
Central Trust Co550
0.0% of portfolio›$45.9K
Spire Wealth Management540
0.0% of portfolio›$45.1K
US Bancorp \de\480
0.0% of portfolio›$40.1K
Adirondack Trust Co460
0.0% of portfolio›$38.4K
EverSource Wealth Advisors, LLC433
0.0% of portfolio›$36.1K
Toth Financial Advisory Corp400
0.0% of portfolio›$33.4K
Leonteq Securities AG384
0.0% of portfolio›$32.0K
TD Waterhouse Canada Inc.374
0.0% of portfolio›$29.4K
Signaturefd, LLC303
0.0% of portfolio›$25.3K
Byrne Asset Management LLC300
0.0% of portfolio›$23.6K
North Star Investment Management Corp.300
0.0% of portfolio›$25.0K
Nfsg Corp300
0.0% of portfolio›$25.0K
IFP Advisors, Inc300
0.0% of portfolio›$25.0K
Salomon & Ludwin, LLC291
0.0% of portfolio›$24.3K
Rakuten Securities, Inc.247
0.0% of portfolio›$20.6K
Parallel Advisors, LLC233
0.0% of portfolio›$19.4K
MB, Levis & Associates, LLC200
0.0% of portfolio›$16.7K
MassMutual Private Wealth & Trust, FSB163
0.0% of portfolio›$13.6K
Chilton Capital Management LLC150
0.0% of portfolio›$12.5K
First Horizon Corp141
0.0% of portfolio›$11.8K
Private Trust Co NA123
0.0% of portfolio›$10.3K
Mitsubishi UFJ Asset Management Co., Ltd.109
0.0% of portfolio›$9.1K
Bare Financial Services, Inc107
0.0% of portfolio›$8.9K
City State Bank100
0.0% of portfolio›$8.3K
Triumph Capital Management100
0.0% of portfolio›$8.3K
Evolution Wealth Management Inc.94
0.0% of portfolio›$7.8K
Asset Dedication, LLC92
0.0% of portfolio›$7.7K
Wolverine Asset Management LLC87
0.0% of portfolio›$7.3K
Trust Co of Vermont85
0.0% of portfolio›$7.1K
Parkside Financial Bank & Trust78
0.0% of portfolio›$6.5K
Harbor Investment Advisory, LLC74
0.0% of portfolio›$6.2K
Larson Financial Group LLC67
0.0% of portfolio›$5.6K
Root Financial Partners, LLC61
0.0% of portfolio›$5.1K
Blue Trust, Inc.52
0.0% of portfolio›$4.3K
Wolff Wiese Magana LLC42
0.0% of portfolio›$3.5K
Mather Group, Llc.42
0.0% of portfolio›$3.5K
Beacon Investment Advisory Services, Inc.40
0.0% of portfolio›$3.3K
Lanark Financial, Inc.35
0.0% of portfolio›$2.9K
Farmers & Merchants Investments Inc34
0.0% of portfolio›$2.8K
Capital Advisors, Ltd. LLC31
0.0% of portfolio›$3
SJS Investment Consulting Inc.27
0.0% of portfolio›$2.3K
Hughes Financial Services, LLC26
0.0% of portfolio›$1.7K
Jacobi Capital Management LLC25
0.0% of portfolio›$2.1K
Global Trust Asset Management, LLC25
0.0% of portfolio›$2.1K
Versant Capital Management, Inc22
0.0% of portfolio›$1.8K
UMB Private Wealth Management, LLC20
0.0% of portfolio›$1.7K
Creative Financial Designs Inc15
0.0% of portfolio›$1.3K
Financial Network Wealth Advisors LLC14
0.0% of portfolio›$1.2K
Highline Wealth Partners LLC13
0.0% of portfolio›$1.1K
Ascentis Wealth Management, LLC13
0.0% of portfolio›$1.1K
Assetmark, Inc11
0.0% of portfolio›$918
Fortitude Family Office, LLC9
0.0% of portfolio›$751
JFS Wealth Advisors, LLC9
0.0% of portfolio›$752
Burk Holdings LLC8
0.0% of portfolio›$668
Legacy Bridge, LLC7
0.0% of portfolio›$585
Golden State Wealth Management, LLC7
0.0% of portfolio›$584
Valley National Advisers Inc7
0.0% of portfolio›$585
Cedar Mountain Advisors, LLC6
0.0% of portfolio›$501
Gilpin Wealth Management, LLC5
0.0% of portfolio›$418
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$334
Elevation Wealth Partners, LLC3
0.0% of portfolio›$251
Creative Capital Management Investments LLC2
0.0% of portfolio›$167
DT Investment Partners, LLC2
0.0% of portfolio›$167
Davis Capital Management2
0.0% of portfolio›$167
Financial Consulate, Inc2
0.0% of portfolio›$167
Abound Wealth Management1
0.0% of portfolio›$84
Concord Wealth Partners1
0.0% of portfolio›$83
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
627,984$52.4M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
372,534$31.1M0.0%CoreLowDes Moines, IA2026-11-02
Wasatch Advisors LP
333,162$27.8M0.2%GARPMediumSalt Lake City, UT2026-10-13
Zevenbergen Capital Investments LLC
267,282$22.3M0.5%Agg GrowthMediumEdmonds, WA2026-10-08
Congress Asset Management Co
252,952$21.1M0.1%GrowthMediumBoston, MA2026-10-06
Bank of New York Mellon Corp
191,672$16.0M0.0%CoreLowNew York, NY2026-11-05
Trek Financial, LLC
143,667$12.0M0.6%ETFHighScottsdale, AZ2026-10-29
Oppenheimer & Co Inc
107,041$8.9M0.1%CoreLowNew York, NY2026-10-26
Citigroup Inc
102,878$8.6M0.0%CoreMediumNew York, NY2026-11-04
Brown Capital Management LLC
89,828$7.5M1.4%Agg GrowthLowBaltimore, MD2026-10-27
Bastion Asset Management Inc.
55,536$4.5M2.0%Deep ValueVery HighMontreal, South Africa2026-11-05
Jefferies Financial Group Inc.
43,302$3.6M0.0%CoreVery HighNew York, NY2026-11-05
Taylor Frigon Capital Management LLC
34,986$2.9M1.5%GrowthMediumScottsdale, AZ2026-10-23
New York State Teachers Retirement System
28,825$2.4K0.0%CoreVery LowAlbany, NY2026-10-22
Imc-Chicago, LLC
25,124$2.1M0.0%GARPVery HighChicago, IL2026-11-05
Summit Creek Advisors LLC
23,730$2.0M0.8%GARPLowMinneapolis, MN2026-11-03
Perigon Wealth Management, LLC
22,583$1.9M0.0%GrowthLowSan Francisco, CA2026-10-22
Thrivent Financial for Lutherans
22,054$1.8K0.0%GARPMediumMinneapolis, MN2026-11-05
King Luther Capital Management Corp
20,000$1.7M0.0%CoreLowFort Worth, TX2026-11-05
Diversify Advisory Services, LLC
19,947$1.5M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
19,947$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Creative Planning
17,854$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Annex Advisory Services, LLC
17,734$1.5M0.0%GrowthHighBrookfield, WI2026-10-16
Illinois Municipal Retirement Fund
17,453$1.5M0.0%CoreMediumOak Brook, IL2026-11-05
D.A. Davidson & Co.
16,060$1.3M0.0%CoreLowGreat Falls, MT2026-10-28
Cambridge Investment Research Advisors, Inc.
15,976$1.3K0.0%ETFLowFairfield, IA2026-11-02
KBC Group NV
15,526$1.3K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Strong Tower Advisory Services
15,477$1.3M0.2%CoreMediumMinneapolis, MN2026-10-13
Louisiana State Employees Retirement System
14,800$1.2M0.0%IndexLowBaton Rouge, LA2026-10-20
HB Wealth Management, LLC
14,447$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Campbell Newman Asset Management Inc
13,217$1.1M0.1%GrowthMediumMilwaukee, WI2026-10-22
State of New Jersey Common Pension Fund D
12,910$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Eddie Patel Inc
9,561$797.9K0.5%GARPVery HighChicago, IL2026-11-02
Arizona State Retirement System
9,253$772.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
9,169$765.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
9,000$751.1K0.0%GrowthLowLjubljana, Andorra2026-10-22
Amalgamated Bank
8,979$7490.0%CoreVery LowNew York, NY2026-10-23
Fifth Third Bancorp
8,842$737.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Central Pacific Bank - Trust Division
8,417$702.4K0.1%CoreMediumHonolulu, HI2026-10-06
Commonwealth Equity Services, LLC
8,196$684.0K0.0%ETFLowWaltham, MA2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,170$681.8K0.0%CoreLowHarrisburg, PA2026-11-03
Nisa Investment Advisors, LLC
7,944$662.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Maryland State Retirement & Pension System
7,775$648.8K0.0%IndexVery LowBaltimore, MD2026-11-05
Oregon Public Employees Retirement Fund
7,748$646.6K0.0%IndexVery LowTigard, OR2026-10-30
Park Avenue Securities LLC
7,364$6150.0%ETFMediumNew York, NY2026-10-26
Keystone Global Partners, LLC
7,200$600.8K0.2%ETFMediumDenver, CO2026-10-13
Catalyst Capital Advisors LLC
7,135$595.4K0.0%ETFVery LowSan Juan, PR2026-11-02
Allspring Global Investments Holdings, LLC
6,977$548.7K0.0%CoreMediumCharlotte, NC2026-11-04
Sugar Maple Asset Management, LLC
6,660$555.8K0.3%ETFMediumSister Bay, WI2026-10-13
Cornerstone Wealth Management, LLC
6,597$550.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Investment Research Partners LLC
6,002$500.9K0.2%CoreLowLemont, PA2026-10-19
Values First Advisors, Inc.
5,989$499.8K0.2%CoreMediumJohnson City, TN2026-10-23
State of Alaska, Department of Revenue
5,826$4860.0%CoreVery LowJuneau, AK2026-10-15
Fulcrum Asset Management LLP
5,622$472.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Plan A Wealth LLC
5,370$448.1K0.2%CoreLowLincoln, NE2026-10-08
Pictet Asset Management Holding SA
5,266$439.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Gibbs Wealth Management
5,008$417.9K0.0%CoreLowAlpharetta, GA2026-10-22
CFG Wealth Management Services, Inc.
4,987$392.2K0.4%ETFLowIndianapolis, XX2026-10-21
Virginia Retirement Systems ET Al
4,800$400.6K0.0%CoreMediumRichmond, VA2026-10-28
180 Wealth Advisors, LLC
4,745$396.0K0.0%CoreLowFederal Way, WA2026-11-03
ProShare Advisors LLC
4,709$393.0K0.0%GrowthLowBethesda, MD2026-10-29
Kestra Advisory Services, LLC
4,578$382.0K0.0%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
4,483$374.1K0.0%CoreMediumCharlotte, NC2026-10-15
Abundance Wealth Counselors
4,185$349.2K0.0%GrowthLowState College, PA2026-10-26
Mutual of America Capital Management LLC
3,957$330.2K0.0%IndexLowNew York, NY2026-10-23
Portside Wealth Group, LLC
3,840$320.4K0.0%CoreMediumProvo, UT2026-10-20
Americana Partners, LLC
3,670$306.3K0.0%CoreMediumHouston, TX2026-10-28
Global Assets Advisory, LLC
3,600$296.8K0.1%GrowthHighOrlando, FL2026-10-28
Abel Hall, LLC
3,451$288.0K0.1%CoreMediumBaton Rouge, LA2026-10-19
Fiduciary Alliance LLC
3,437$286.8K0.0%CoreMediumGreenville, SC2026-10-13
Alliance Wealth Advisors, LLC
3,366$280.9K0.1%ETFHighCenterville, UT2026-10-28
Xponance LLC
3,282$273.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
SLT Holdings LLC
3,199$267.0K0.2%GrowthMediumScottsdale, AZ2026-10-15
SBI Securities Co., Ltd.
3,030$252.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Redmond Asset Management, LLC
2,845$237.4K0.1%CoreLowHenrico, VA2026-10-27
Farther Finance Advisors, LLC
2,594$216.5K0.0%IndexLowSan Francisco, CA2026-10-08
Swiss Life Asset Management Ltd
2,446$204.1K0.0%CoreLowZurich, Switzerland2026-11-03
First Citizens Bank & Trust Co
2,434$203.1K0.0%CoreMediumRaleigh, NC2026-10-14
Hager Investment Management Services, LLC
2,152$179.6K0.1%GrowthMediumNew London, NH2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
1,985$166.3K0.0%GrowthMediumZurich, Switzerland2026-10-29
Gamma Investing LLC
1,978$165.1K0.0%IndexVery LowFoster City, CA2026-10-08
Putney Financial Group LLC
1,930$161.1K0.1%GrowthLowSan Rafael, CA2026-10-30
Covestor Ltd
1,825$1520.0%ValueHighLondon, United Kingdom2026-10-30
Generali Investments, Management Co LLC
1,821$152.0K0.0%GrowthMediumLjubljana, Andorra2026-10-19
Sterling Capital Management LLC
1,132$94.5K0.0%GARPMediumCharlotte, NC2026-10-22
Financial Perspectives, Inc
1,000$83.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
GK Wealth Management LLC
922$76.9K0.0%GARPVery HighReno, NV2026-10-09
Pinnacle Wealth Planning Services, Inc.
874$72.9K0.0%GARPLowMansfield, OH2026-10-27
China Universal Asset Management Co., Ltd.
800$67.3K0.0%GrowthMediumShanghai, France2026-10-28
Central Trust Co
550$45.9K0.0%CoreLowJefferson City, MO2026-11-05
Spire Wealth Management
540$45.1K0.0%GrowthMediumMclean, VA2026-10-30
US Bancorp \de\
480$40.1K0.0%IndexLowMinneapolis, MN2026-11-05
Adirondack Trust Co
460$38.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
EverSource Wealth Advisors, LLC
433$36.1K0.0%CoreMediumBirmingham, AL2026-11-04
Toth Financial Advisory Corp
400$33.4K0.0%CoreLowLeesburg, VA2026-10-08
Leonteq Securities AG
384$32.0K0.0%CoreHighZurich, Switzerland2026-10-29
TD Waterhouse Canada Inc.
374$29.4K0.0%CoreLowToronto, Australia2026-10-16
Signaturefd, LLC
303$25.3K0.0%IndexLowAtlanta, GA2026-10-23
Byrne Asset Management LLC
300$23.6K0.0%CoreLowKingston, NJ2026-10-06
North Star Investment Management Corp.
300$25.0K0.0%CoreLowChicago, IL2026-10-27
Nfsg Corp
300$25.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
IFP Advisors, Inc
300$25.0K0.0%GrowthLowTampa, FL2026-10-16
Salomon & Ludwin, LLC
291$24.3K0.0%ETFVery LowRichmond, VA2026-10-29
Rakuten Securities, Inc.
247$20.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Parallel Advisors, LLC
233$19.4K0.0%IndexLowSan Francisco, CA2026-11-03
MB, Levis & Associates, LLC
200$16.7K0.0%ETFVery LowCenter Valley, PA2026-10-16
MassMutual Private Wealth & Trust, FSB
163$13.6K0.0%CoreLowSpringfield, MA2026-10-05
Chilton Capital Management LLC
150$12.5K0.0%GrowthMediumHouston, TX2026-10-28
First Horizon Corp
141$11.8K0.0%CoreLowMemphis, TN2026-10-26
Private Trust Co NA
123$10.3K0.0%CoreLowCleveland, OH2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
109$9.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Bare Financial Services, Inc
107$8.9K0.0%ETFVery LowGap, PA2026-11-04
City State Bank
100$8.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Triumph Capital Management
100$8.3K0.0%ETFMediumDenver, CO2026-10-14
Evolution Wealth Management Inc.
94$7.8K0.0%ETFMediumFort Myers, FL2026-10-28
Asset Dedication, LLC
92$7.7K0.0%ETFLowSan Francisco, CA2026-11-03
Wolverine Asset Management LLC
87$7.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
Trust Co of Vermont
85$7.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Parkside Financial Bank & Trust
78$6.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Investment Advisory, LLC
74$6.2K0.0%GrowthLowLutherville, MD2026-10-13
Larson Financial Group LLC
67$5.6K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
61$5.1K0.0%ETFMediumEncinitas, CA2026-10-21
Blue Trust, Inc.
52$4.3K0.0%ETFLowBrentwood, TN2026-10-15
Wolff Wiese Magana LLC
42$3.5K0.0%GrowthLowCarslbad, CA2026-10-15
Mather Group, Llc.
42$3.5K0.0%ETFMediumChicago, IL2026-10-14
Beacon Investment Advisory Services, Inc.
40$3.3K0.0%GrowthLowMorristown, NJ2026-10-13
Lanark Financial, Inc.
35$2.9K0.0%CoreMediumBirmingham, AL2026-10-26
Farmers & Merchants Investments Inc
34$2.8K0.0%CoreVery LowLincoln, NE2026-10-22
Capital Advisors, Ltd. LLC
31$30.0%ETFLowShaker Heights, OH2026-10-27
SJS Investment Consulting Inc.
27$2.3K0.0%ETFVery LowSylvania, OH2026-10-26
Hughes Financial Services, LLC
26$1.7K0.0%ETFLowHerndon, VA2026-10-30
Jacobi Capital Management LLC
25$2.1K0.0%CoreLowPittston, PA2026-11-05
Global Trust Asset Management, LLC
25$2.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Versant Capital Management, Inc
22$1.8K0.0%GARPLowPhoenix, AZ2026-10-02
UMB Private Wealth Management, LLC
20$1.7K0.0%GrowthN/AKansas City, MO2026-10-19
Creative Financial Designs Inc
15$1.3K0.0%ETFMediumKokomo, IN2026-11-04
Financial Network Wealth Advisors LLC
14$1.2K0.0%ETFLowMurray, UT2026-10-28
Highline Wealth Partners LLC
13$1.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Ascentis Wealth Management, LLC
13$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Assetmark, Inc
11$9180.0%ETFLowConcord, CA2026-10-21
Fortitude Family Office, LLC
9$7510.0%ETFMediumScottsdale, AZ2026-10-14
JFS Wealth Advisors, LLC
9$7520.0%ETFVery LowHermitage, PA2026-11-03
Burk Holdings LLC
8$6680.0%ETFVery LowTulsa, OK2026-11-05
Legacy Bridge, LLC
7$5850.0%GrowthVery LowWest Des Moines, IA2026-10-28
Golden State Wealth Management, LLC
7$5840.0%ETFMediumSanta Ana, CA2026-11-02
Valley National Advisers Inc
7$5850.0%ETFLowBethlehem, PA2026-10-23
Cedar Mountain Advisors, LLC
6$5010.0%ETFVery LowLake Oswego, OR2026-10-15
Gilpin Wealth Management, LLC
5$4180.0%GrowthLowDenver, CO2026-10-09
Silver Grove Financial Group, Inc.
4$3340.0%CoreMediumOrchard Park, NY2026-11-05
Elevation Wealth Partners, LLC
3$2510.0%ETFLowWalnut Creek, CA2026-10-07
Creative Capital Management Investments LLC
2$1670.0%ETFLowSan Diego, CA2026-10-28
DT Investment Partners, LLC
2$1670.0%ETFVery LowChadds Ford, PA2026-10-27
Davis Capital Management
2$1670.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
2$1670.0%ETFLowHunt Valley, MD2026-10-23
Abound Wealth Management
1$840.0%ETFVery LowFranklin, TN2026-10-26
Concord Wealth Partners
1$830.0%GrowthLowAbingdon, VA2026-11-02