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Waystar Holding Corp (WAY)

CUSIP: 946784105 | NYSE | Healthcare · Health Information Services | Mid Cap | 607 institutional holders

Quarters

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

FMR LLC24,315,696
0.0% of portfolio›$616.2M
Bank of Montreal5,001,243
0.0% of portfolio›$126.7M
Dimensional Fund Advisors LP3,458,980
0.0% of portfolio›$87.6M
Geode Capital Management, LLC3,223,787
0.0% of portfolio›$81.7M
Thrivent Financial for Lutherans1,455,880
0.0% of portfolio›$36.9K
Fort Washington Investment Advisors Inc1,297,662
0.2% of portfolio›$32.9M
Mawer Investment Management Ltd.1,056,456
0.2% of portfolio›$26.8M
Blair William & Co1,048,311
0.1% of portfolio›$26.6M
Bank of New York Mellon Corp961,877
0.0% of portfolio›$24.4M
Principal Financial Group Inc948,438
0.0% of portfolio›$24.0M
Citigroup Inc785,991
0.0% of portfolio›$19.9M
Peregrine Capital Management LLC410,468
0.4% of portfolio›$10.4M
Marathon Capital Management313,605
1.6% of portfolio›$7.9M
Russell Investments Group, Ltd.289,699
0.0% of portfolio›$7.3M
Nuveen, LLC286,709
0.0% of portfolio›$7.3M
Chase Investment Counsel Corp215,956
0.0% of portfolio›$5.5K
Emerald Investment Advisers, LLC212,738
0.4% of portfolio›$5.4M
Kornitzer Capital Management Inc169,730
0.1% of portfolio›$4.3M
Vela Investment Management, LLC136,010
0.7% of portfolio›$3.4M
Arga Investment Management, LP128,827
0.1% of portfolio›$3.3M
Deutsche Bank Ag\126,109
0.0% of portfolio›$3.2M
Amundi122,096
0.0% of portfolio›$3.1M
Norden Group LLC114,113
0.2% of portfolio›$2.9M
Creative Planning111,578
0.0% of portfolio›$2.8M
Polaris Capital Management, LLC93,500
0.2% of portfolio›$2.4M
Squarepoint Ops LLC89,346
0.0% of portfolio›$2.3M
Universal- Beteiligungs- und Servicegesellschaft mbH86,380
0.0% of portfolio›$2.2M
Larson Financial Group LLC78,119
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC71,453
0.0% of portfolio›$1.8M
Wedmont Private Capital63,357
0.0% of portfolio›$1.7M
Mountain Pacific Investment Advisers LLC61,456
0.3% of portfolio›$1.6M
WoodTrust Financial Corp57,700
0.0% of portfolio›$1.5K
Emerald Mutual Fund Advisers Trust57,422
0.1% of portfolio›$1.5M
Drive Wealth Management, LLC55,409
0.2% of portfolio›$1.4M
Robeco Schweiz AG55,141
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System51,500
0.0% of portfolio›$1.3M
Perigon Wealth Management, LLC50,695
0.0% of portfolio›$1.3M
Modera Wealth Management, LLC50,362
0.0% of portfolio›$1.3M
Merit Financial Group, LLC50,307
0.0% of portfolio›$1.3M
VCI Wealth Management LLC47,508
0.3% of portfolio›$1.2M
State of New Jersey Common Pension Fund D47,218
0.0% of portfolio›$1.2M
Barclays PLC43,579
0.0% of portfolio›$1.1M
Simplicity Wealth,LLC41,278
0.0% of portfolio›$1.0M
LPL Financial LLC39,933
0.0% of portfolio›$1.0M
Handelsbanken Fonder AB37,300
0.0% of portfolio›$945
Savant Capital, LLC37,219
0.0% of portfolio›$943.1K
Arizona State Retirement System33,773
0.0% of portfolio›$855.8K
New York State Teachers Retirement System32,639
0.0% of portfolio›$827
Yousif Capital Management, LLC32,100
0.0% of portfolio›$813.4K
Amalgamated Bank31,076
0.0% of portfolio›$787
Police & Firemen's Retirement System of New Jersey31,024
0.0% of portfolio›$786.1K
Fifth Third Bancorp30,580
0.0% of portfolio›$774.9K
Smith Group Asset Management, LLC29,634
0.0% of portfolio›$750.9K
Teachers Retirement System of the State of Kentucky28,697
0.0% of portfolio›$728
State of Alaska, Department of Revenue28,464
0.0% of portfolio›$721
Commonwealth of Pennsylvania Public School Empls Retrmt SYS28,462
0.0% of portfolio›$721.2K
PNC Financial Services Group, Inc.27,919
0.0% of portfolio›$707.5K
Oregon Public Employees Retirement Fund27,100
0.0% of portfolio›$686.7K
Maryland State Retirement & Pension System26,874
0.0% of portfolio›$681.0K
Guidance Capital, Inc24,801
0.2% of portfolio›$697.9K
Diversified Trust Co24,336
0.0% of portfolio›$616.7K
US Bancorp \de\23,173
0.0% of portfolio›$587.2K
Ascent Group, LLC21,629
0.0% of portfolio›$548.1K
Allen Capital Group, LLC21,205
0.0% of portfolio›$537.3K
Triad Wealth Partners, LLC20,982
0.0% of portfolio›$531.7K
McAdam, LLC20,149
0.0% of portfolio›$510.6K
Yorktown Management & Research Co Inc20,050
0.3% of portfolio›$508.1K
Brown Wealth Management, LLC19,738
0.1% of portfolio›$500.2K
Imc-Chicago, LLC18,855
0.0% of portfolio›$477.8K
VestGen Advisors, LLC18,821
0.0% of portfolio›$476.9K
Truist Financial Corp18,150
0.0% of portfolio›$459.9K
Pictet Asset Management Holding SA17,487
0.0% of portfolio›$443.1K
Atria Investments, Inc16,370
0.0% of portfolio›$414.8K
City Center Advisors, LLC15,972
0.3% of portfolio›$404.7K
ProShare Advisors LLC15,452
0.0% of portfolio›$391.6K
Covestor Ltd15,193
0.0% of portfolio›$385
Auxano Advisors, LLC14,893
0.1% of portfolio›$377.4K
Swiss Life Asset Management Ltd14,464
0.0% of portfolio›$366.5K
Vontobel Holding Ltd.14,159
0.0% of portfolio›$358.8K
Mutual of America Capital Management LLC13,783
0.0% of portfolio›$349.3K
Fulcrum Asset Management LLP13,674
0.0% of portfolio›$342.8K
Financial Planning Navigators Corp13,495
0.1% of portfolio›$342.0K
Smithfield Trust Co13,310
0.0% of portfolio›$337
Azzad Asset Management Inc12,365
0.0% of portfolio›$313.3K
Hohimer Wealth Management, LLC11,293
0.0% of portfolio›$286.2K
Xponance LLC10,800
0.0% of portfolio›$273.7K
Abel Hall, LLC10,365
0.0% of portfolio›$262.6K
Portside Wealth Group, LLC9,742
0.0% of portfolio›$246.9K
Axxion S.A.9,095
0.0% of portfolio›$230.5K
Balboa Wealth Partners8,962
0.0% of portfolio›$227.1K
Central Pacific Bank - Trust Division8,860
0.0% of portfolio›$224.5K
EverSource Wealth Advisors, LLC8,775
0.0% of portfolio›$222.4K
Argos Wealth Advisors, LLC8,218
0.1% of portfolio›$208.2K
1620 Investment Advisors, Inc.7,843
0.1% of portfolio›$198.7K
Cetera Trust Company, N.a6,775
0.1% of portfolio›$171.7K
Caitong International Asset Management Co., Ltd6,600
0.0% of portfolio›$167.2K
SBI Okasan Asset Management Co.Ltd.5,800
0.0% of portfolio›$145.4K
KBC Group NV5,380
0.0% of portfolio›$136
Farther Finance Advisors, LLC4,634
0.0% of portfolio›$117.4K
Nykredit A/S4,295
0.0% of portfolio›$108.8K
State of Wyoming3,384
0.0% of portfolio›$85.8K
Nisa Investment Advisors, LLC2,782
0.0% of portfolio›$70.5K
Gamma Investing LLC2,692
0.0% of portfolio›$68.2K
Sterling Capital Management LLC2,193
0.0% of portfolio›$55.6K
TD Waterhouse Canada Inc.2,000
0.0% of portfolio›$50.8K
Pinnacle Wealth Planning Services, Inc.1,827
0.0% of portfolio›$46.3K
Silver Grove Financial Group, Inc.1,589
0.0% of portfolio›$40.3K
Eurizon Capital SGR S.p.A.1,432
0.0% of portfolio›$36.0K
Ascentis Independent Advisors1,385
0.0% of portfolio›$35.1K
Bare Financial Services, Inc1,359
0.0% of portfolio›$34.4K
Simplex Trading, LLC1,203
0.0% of portfolio›$30.5K
Salomon & Ludwin, LLC1,010
0.0% of portfolio›$25.6K
Allworth Financial LP808
0.0% of portfolio›$16.6K
Provenance Wealth Advisors, LLC747
0.0% of portfolio›$18.9K
Wilmington Savings Fund Society, FSB710
0.0% of portfolio›$18.0K
UMB Bank, n.a.648
0.0% of portfolio›$16.4K
MassMutual Private Wealth & Trust, FSB642
0.0% of portfolio›$16.3K
Birch Financial Group, LLC560
0.0% of portfolio›$14.2K
Bessemer Group Inc548
0.0% of portfolio›$14
First Horizon Corp546
0.0% of portfolio›$13.8K
Signaturefd, LLC517
0.0% of portfolio›$13.1K
Assetmark, Inc501
0.0% of portfolio›$12.7K
Exchange Traded Concepts, LLC482
0.0% of portfolio›$12.2K
Private Trust Co NA410
0.0% of portfolio›$10.4K
Harbour Investments, Inc.307
0.0% of portfolio›$7.8K
SBI Securities Co., Ltd.300
0.0% of portfolio›$7.6K
CoreCap Advisors, LLC288
0.0% of portfolio›$7.3K
Financial Consulate, Inc281
0.0% of portfolio›$7.1K
Parallel Advisors, LLC263
0.0% of portfolio›$6.7K
Olistico Wealth, LLC250
0.0% of portfolio›$6.3K
Versant Capital Management, Inc249
0.0% of portfolio›$6.3K
Zions Bancorporation, National Association172
0.0% of portfolio›$4.4K
Essential Partners LLC113
0.0% of portfolio›$2.9K
Farmers & Merchants Investments Inc104
0.0% of portfolio›$2.6K
Private Wealth Management Group, LLC100
0.0% of portfolio›$2.5K
Parkside Financial Bank & Trust98
0.0% of portfolio›$2.5K
Foresight Capital Management Advisors, Inc.84
0.0% of portfolio›$2.1K
High Note Wealth, LLC81
0.0% of portfolio›$2.1K
Root Financial Partners, LLC74
0.0% of portfolio›$1.9K
Bell Investment Advisors, Inc68
0.0% of portfolio›$1.7K
UMB Private Wealth Management, LLC51
0.0% of portfolio›$1.3K
Fortitude Family Office, LLC50
0.0% of portfolio›$1.3K
Investment Research & Advisory Group, Inc.50
0.0% of portfolio›$1.3K
True Wealth Design, LLC49
0.0% of portfolio›$1.2K
SJS Investment Consulting Inc.47
0.0% of portfolio›$1.2K
Ascentis Wealth Management, LLC33
0.0% of portfolio›$836
JFS Wealth Advisors, LLC28
0.0% of portfolio›$710
Burk Holdings LLC25
0.0% of portfolio›$634
Cedar Mountain Advisors, LLC19
0.0% of portfolio›$481
Clearstead Advisors, LLC18
0.0% of portfolio›$457
Gilpin Wealth Management, LLC16
0.0% of portfolio›$406
Valley National Advisers Inc16
0.0% of portfolio›$406
TD Private Client Wealth LLC15
0.0% of portfolio›$380
Creative Capital Management Investments LLC13
0.0% of portfolio›$329
Proathlete Wealth Management LLC12
0.0% of portfolio›$304
Capital Advisors, Ltd. LLC10
0.0% of portfolio›$0
Picton Mahoney Asset Management8
0.0% of portfolio›$203
Davis Capital Management6
0.0% of portfolio›$152
DecisionPoint Financial, LLC2
0.0% of portfolio›$51
Maryland Capital Advisors Inc.1
0.0% of portfolio›$26
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$25
StyleTurnoverLocationFiled
FMR LLC
24,315,696$616.2M0.0%GrowthMediumBoston, MA2026-11-10
Bank of Montreal
5,001,243$126.7M0.0%CoreMediumToronto, Australia2026-11-09
Dimensional Fund Advisors LP
3,458,980$87.6M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
3,223,787$81.7M0.0%IndexVery LowBoston, MA2026-11-06
Thrivent Financial for Lutherans
1,455,880$36.9K0.0%CoreMediumMinneapolis, MN2026-11-05
Fort Washington Investment Advisors Inc
1,297,662$32.9M0.2%CoreLowCincinnati, OH2026-10-15
Mawer Investment Management Ltd.
1,056,456$26.8M0.2%CoreMediumCalgary, Abu Dhabi2026-11-06
Blair William & Co
1,048,311$26.6M0.1%MomentumLowChicago, IL2026-11-10
Bank of New York Mellon Corp
961,877$24.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
948,438$24.0M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
785,991$19.9M0.0%CoreMediumNew York, NY2026-11-04
Peregrine Capital Management LLC
410,468$10.4M0.4%CoreMediumMinneapolis, MN2026-11-09
Marathon Capital Management
313,605$7.9M1.6%CoreLowHunt Valley, MD2026-10-23
Russell Investments Group, Ltd.
289,699$7.3M0.0%CoreLowSeattle, WA2026-11-06
Nuveen, LLC
286,709$7.3M0.0%CoreLowCharlotte, NC2026-11-10
Chase Investment Counsel Corp
215,956$5.5K0.0%GARPHighCharlottesville, VA2026-11-09
Emerald Investment Advisers, LLC
212,738$5.4M0.4%CoreMediumLeola, PA2026-11-09
Kornitzer Capital Management Inc
169,730$4.3M0.1%CoreLowShawnee Mission, KS2026-11-03
Vela Investment Management, LLC
136,010$3.4M0.7%Deep ValueMediumNew Albany, OH2026-11-09
Arga Investment Management, LP
128,827$3.3M0.1%Deep ValueHighMiami, FL2026-10-30
Deutsche Bank Ag\
126,109$3.2M0.0%CoreLowFrankfurt Am Main, Hong Kong2026-11-06
Amundi
122,096$3.1M0.0%CoreMediumParis, India2026-11-06
Norden Group LLC
114,113$2.9M0.2%GrowthMediumProvo, UT2026-10-20
Creative Planning
111,578$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Polaris Capital Management, LLC
93,500$2.4M0.2%Deep ValueLowBoston, MA2026-10-21
Squarepoint Ops LLC
89,346$2.3M0.0%CoreVery HighNew York, NY2026-11-09
Universal- Beteiligungs- und Servicegesellschaft mbH
86,380$2.2M0.0%CoreLowFrankfurt Am Main, Hong Kong2026-11-10
Larson Financial Group LLC
78,119$2.0M0.0%GrowthLowSt Louis, MO2026-11-05
Commonwealth Equity Services, LLC
71,453$1.8M0.0%ETFLowWaltham, MA2026-11-02
Wedmont Private Capital
63,357$1.7M0.0%IndexVery LowWest Chester, PA2026-10-09
Mountain Pacific Investment Advisers LLC
61,456$1.6M0.3%CoreVery LowBoise, ID2026-10-29
WoodTrust Financial Corp
57,700$1.5K0.0%CoreLowWisconsin Rapids, WI2026-10-09
Emerald Mutual Fund Advisers Trust
57,422$1.5M0.1%GrowthHighLeola, PA2026-11-09
Drive Wealth Management, LLC
55,409$1.4M0.2%CoreMediumLehi, UT2026-11-09
Robeco Schweiz AG
55,141$1.4M0.0%GrowthMediumZurich, Switzerland2026-10-23
Louisiana State Employees Retirement System
51,500$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Perigon Wealth Management, LLC
50,695$1.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Modera Wealth Management, LLC
50,362$1.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Merit Financial Group, LLC
50,307$1.3M0.0%ETFLowAlpharetta, GA2026-11-06
VCI Wealth Management LLC
47,508$1.2M0.3%CoreHighSt Louis, MO2026-10-29
State of New Jersey Common Pension Fund D
47,218$1.2M0.0%IndexLowTrenton, NJ2026-11-05
Barclays PLC
43,579$1.1M0.0%GrowthMediumLondon, United Kingdom2026-11-06
Simplicity Wealth,LLC
41,278$1.0M0.0%ETFLowSummit, NJ2026-10-23
LPL Financial LLC
39,933$1.0M0.0%IndexVery LowFort Mill, SC2026-11-06
Handelsbanken Fonder AB
37,300$9450.0%GrowthLowStockholm, Sweden2026-11-09
Savant Capital, LLC
37,219$943.1K0.0%ETFLowRockford, IL2026-11-06
Arizona State Retirement System
33,773$855.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
New York State Teachers Retirement System
32,639$8270.0%CoreVery LowAlbany, NY2026-10-22
Yousif Capital Management, LLC
32,100$813.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
31,076$7870.0%CoreVery LowNew York, NY2026-10-23
Police & Firemen's Retirement System of New Jersey
31,024$786.1K0.0%IndexVery LowTrenton, NJ2026-11-09
Fifth Third Bancorp
30,580$774.9K0.0%GrowthLowCincinnati, OH2026-11-05
Smith Group Asset Management, LLC
29,634$750.9K0.0%GrowthLowDallas, TX2026-10-27
Teachers Retirement System of the State of Kentucky
28,697$7280.0%GARPLowFrankfort, KY2026-11-10
State of Alaska, Department of Revenue
28,464$7210.0%CoreVery LowJuneau, AK2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
28,462$721.2K0.0%CoreLowHarrisburg, PA2026-11-03
PNC Financial Services Group, Inc.
27,919$707.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Oregon Public Employees Retirement Fund
27,100$686.7K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
26,874$681.0K0.0%IndexLowBaltimore, MD2026-11-05
Guidance Capital, Inc
24,801$697.9K0.2%ETFMediumLousville, KY2026-11-03
Diversified Trust Co
24,336$616.7K0.0%CoreLowMemphis, TN2026-11-06
US Bancorp \de\
23,173$587.2K0.0%CoreLowMinneapolis, MN2026-11-05
Ascent Group, LLC
21,629$548.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Allen Capital Group, LLC
21,205$537.3K0.0%CoreLowGrand Island, NE2026-10-27
Triad Wealth Partners, LLC
20,982$531.7K0.0%ETFMediumLawrence, KS2026-10-26
McAdam, LLC
20,149$510.6K0.0%ETFLowPhiladelphia, PA2026-10-21
Yorktown Management & Research Co Inc
20,050$508.1K0.3%MomentumMediumForest, VA2026-10-28
Brown Wealth Management, LLC
19,738$500.2K0.1%ETFMediumNaperville, IL2026-10-20
Imc-Chicago, LLC
18,855$477.8K0.0%CoreVery HighChicago, IL2026-11-05
VestGen Advisors, LLC
18,821$476.9K0.0%GrowthMediumChicago, IL2026-10-27
Truist Financial Corp
18,150$459.9K0.0%CoreLowCharlotte, NC2026-10-30
Pictet Asset Management Holding SA
17,487$443.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Atria Investments, Inc
16,370$414.8K0.0%CoreMediumCharlotte, NC2026-10-15
City Center Advisors, LLC
15,972$404.7K0.3%ETFMediumTroy, MI2026-10-08
ProShare Advisors LLC
15,452$391.6K0.0%GrowthLowBethesda, MD2026-10-29
Covestor Ltd
15,193$3850.0%ValueHighLondon, United Kingdom2026-10-30
Auxano Advisors, LLC
14,893$377.4K0.1%GrowthLowBellevue, WA2026-11-06
Swiss Life Asset Management Ltd
14,464$366.5K0.0%GrowthMediumZurich, Switzerland2026-11-03
Vontobel Holding Ltd.
14,159$358.8K0.0%CoreMediumZurich, Switzerland2026-10-16
Mutual of America Capital Management LLC
13,783$349.3K0.0%IndexLowNew York, NY2026-10-23
Fulcrum Asset Management LLP
13,674$342.8K0.0%ValueHighLondon, United Kingdom2026-11-04
Financial Planning Navigators Corp
13,495$342.0K0.1%ETFMediumMaple Grove, MN2026-10-14
Smithfield Trust Co
13,310$3370.0%ETFVery LowPittsburgh, PA2026-11-09
Azzad Asset Management Inc
12,365$313.3K0.0%GrowthMediumFalls Church, VA2026-11-04
Hohimer Wealth Management, LLC
11,293$286.2K0.0%CoreMediumSeattle, WA2026-11-04
Xponance LLC
10,800$273.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Abel Hall, LLC
10,365$262.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
Portside Wealth Group, LLC
9,742$246.9K0.0%CoreMediumProvo, UT2026-10-20
Axxion S.A.
9,095$230.5K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Balboa Wealth Partners
8,962$227.1K0.0%GrowthMediumScottsdale, AZ2026-10-20
Central Pacific Bank - Trust Division
8,860$224.5K0.0%CoreMediumHonolulu, HI2026-10-06
EverSource Wealth Advisors, LLC
8,775$222.4K0.0%CoreMediumBirmingham, AL2026-11-04
Argos Wealth Advisors, LLC
8,218$208.2K0.1%CoreLowSacramento, CA2026-11-02
1620 Investment Advisors, Inc.
7,843$198.7K0.1%ValueLowPlymouth, MA2026-11-04
Cetera Trust Company, N.a
6,775$171.7K0.1%CoreLowSt. Paul, MN2026-11-09
Caitong International Asset Management Co., Ltd
6,600$167.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Okasan Asset Management Co.Ltd.
5,800$145.4K0.0%ETFHighTokyo, Mexico2026-11-10
KBC Group NV
5,380$1360.0%CoreMediumBrussels, Czech Republic2026-10-22
Farther Finance Advisors, LLC
4,634$117.4K0.0%IndexLowSan Francisco, CA2026-10-08
Nykredit A/S
4,295$108.8K0.0%CoreN/ANordhavn, Greece2026-11-06
State of Wyoming
3,384$85.8K0.0%ValueHighCheyenne, WY2026-10-28
Nisa Investment Advisors, LLC
2,782$70.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
2,692$68.2K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
2,193$55.6K0.0%CoreMediumCharlotte, NC2026-10-22
TD Waterhouse Canada Inc.
2,000$50.8K0.0%CoreLowToronto, Australia2026-10-16
Pinnacle Wealth Planning Services, Inc.
1,827$46.3K0.0%GARPLowMansfield, OH2026-10-27
Silver Grove Financial Group, Inc.
1,589$40.3K0.0%CoreLowOrchard Park, NY2026-11-05
Eurizon Capital SGR S.p.A.
1,432$36.0K0.0%CoreMediumMilan, Latvia2026-11-06
Ascentis Independent Advisors
1,385$35.1K0.0%GrowthLowDallas, TX2026-11-03
Bare Financial Services, Inc
1,359$34.4K0.0%ETFVery LowGap, PA2026-11-04
Simplex Trading, LLC
1,203$30.5K0.0%GARPVery HighChicago, IL2026-11-04
Salomon & Ludwin, LLC
1,010$25.6K0.0%ETFVery LowRichmond, VA2026-10-29
Allworth Financial LP
808$16.6K0.0%ETFLowFolsom, CA2026-11-06
Provenance Wealth Advisors, LLC
747$18.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Wilmington Savings Fund Society, FSB
710$18.0K0.0%ValueLowWilmington, DE2026-10-23
UMB Bank, n.a.
648$16.4K0.0%CoreLowKansas City, MO2026-11-06
MassMutual Private Wealth & Trust, FSB
642$16.3K0.0%CoreLowSpringfield, MA2026-10-05
Birch Financial Group, LLC
560$14.2K0.0%CoreLowKeene, NH2026-10-27
Bessemer Group Inc
548$140.0%CoreMediumWoodbridge, NJ2026-11-09
First Horizon Corp
546$13.8K0.0%CoreLowMemphis, TN2026-10-26
Signaturefd, LLC
517$13.1K0.0%IndexLowAtlanta, GA2026-10-23
Assetmark, Inc
501$12.7K0.0%ETFLowConcord, CA2026-10-21
Exchange Traded Concepts, LLC
482$12.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Private Trust Co NA
410$10.4K0.0%CoreLowCleveland, OH2026-10-20
Harbour Investments, Inc.
307$7.8K0.0%ETFLowMadison, WI2026-11-09
SBI Securities Co., Ltd.
300$7.6K0.0%GrowthLowTokyo, Mexico2026-10-22
CoreCap Advisors, LLC
288$7.3K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Consulate, Inc
281$7.1K0.0%ETFLowHunt Valley, MD2026-10-23
Parallel Advisors, LLC
263$6.7K0.0%GrowthLowSan Francisco, CA2026-11-03
Olistico Wealth, LLC
250$6.3K0.0%GrowthVery LowTulsa, OK2026-10-05
Versant Capital Management, Inc
249$6.3K0.0%CoreLowPhoenix, AZ2026-10-02
Zions Bancorporation, National Association
172$4.4K0.0%ETFMediumSalt Lake City, UT2026-11-06
Essential Partners LLC
113$2.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farmers & Merchants Investments Inc
104$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
Private Wealth Management Group, LLC
100$2.5K0.0%ETFLowPrinceton, NJ2026-10-19
Parkside Financial Bank & Trust
98$2.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Foresight Capital Management Advisors, Inc.
84$2.1K0.0%CoreMediumSaline, MI2026-10-27
High Note Wealth, LLC
81$2.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Root Financial Partners, LLC
74$1.9K0.0%ETFMediumEncinitas, CA2026-10-21
Bell Investment Advisors, Inc
68$1.7K0.0%ETFVery LowOrinda, CA2026-10-29
UMB Private Wealth Management, LLC
51$1.3K0.0%GrowthN/AKansas City, MO2026-10-19
Fortitude Family Office, LLC
50$1.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Investment Research & Advisory Group, Inc.
50$1.3K0.0%GrowthVery LowAtlanta, GA2026-10-19
True Wealth Design, LLC
49$1.2K0.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
47$1.2K0.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Wealth Management, LLC
33$8360.0%GrowthLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
28$7100.0%ETFVery LowHermitage, PA2026-11-03
Burk Holdings LLC
25$6340.0%ETFLowTulsa, OK2026-11-05
Cedar Mountain Advisors, LLC
19$4810.0%ETFVery LowLake Oswego, OR2026-10-15
Clearstead Advisors, LLC
18$4570.0%ETFLowCleveland, OH2026-11-06
Gilpin Wealth Management, LLC
16$4060.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
16$4060.0%ETFLowBethlehem, PA2026-10-23
TD Private Client Wealth LLC
15$3800.0%ETFLowNew York, NY2026-10-28
Creative Capital Management Investments LLC
13$3290.0%ETFLowSan Diego, CA2026-10-28
Proathlete Wealth Management LLC
12$3040.0%ETFVery LowBoca Raton, FL2026-10-15
Capital Advisors, Ltd. LLC
10$00.0%ETFLowShaker Heights, OH2026-10-27
Picton Mahoney Asset Management
8$2030.0%GARPHighToronto, Australia2026-11-09
Davis Capital Management
6$1520.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
2$510.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$260.0%ETFVery LowChester, MD2026-10-15
Bay Harbor Wealth Management, LLC
1$250.0%ETFMediumHunt Valley, MD2026-11-03