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Wendy's Co (WEN)

CUSIP: 95058W100 | NYSE | Consumer Cyclical · Restaurants | Small Cap | 1630 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
13D/ANelson Peltz
with Peter W. May, Trian Fund Management, L.P., Trian Fund Management GP, LLC, +8 more
30,946,51016.2%New 5%+ stakeOct 28, 2026No 13F filer matched
13D/ANelson Peltz30,946,510
16.2% of class · Oct 28, 2026New 5%+ stake
with Peter W. May, Trian Fund Management, L.P., Trian Fund Management GP, LLC, +8 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,010,674
0.0% of portfolio›$19.2M
CenterBook Partners LP1,268,927
0.4% of portfolio›$8.1M
Principal Financial Group Inc775,905
0.0% of portfolio›$5.0M
Creative Planning654,490
0.0% of portfolio›$4.2M
Commonwealth Equity Services, LLC235,125
0.0% of portfolio›$1.5M
New York State Teachers Retirement System188,503
0.0% of portfolio›$1.2K
Mirae Asset Global Investments Co., Ltd.152,638
0.0% of portfolio›$973.8K
Simplex Trading, LLC133,998
0.0% of portfolio›$854.9K
Strs Ohio125,700
0.0% of portfolio›$802.0K
Wealth Enhancement Advisory Services, LLC120,795
0.0% of portfolio›$751.3K
A&I Financial Services, LLC108,048
0.3% of portfolio›$689.3K
Citigroup Inc94,043
0.0% of portfolio›$600.0K
Nisa Investment Advisors, LLC77,879
0.0% of portfolio›$496.9K
International Assets Investment Management, LLC69,100
0.0% of portfolio›$431.9K
Louisiana State Employees Retirement System68,200
0.0% of portfolio›$435.1K
Truist Financial Corp63,653
0.0% of portfolio›$406.1K
Kimelman & Baird, LLC50,355
0.0% of portfolio›$321.3K
Arizona State Retirement System45,619
0.0% of portfolio›$291.0K
Atlas Brown,Inc.45,000
0.1% of portfolio›$287.1K
Fulcrum Asset Management LLP43,329
0.0% of portfolio›$283.4K
Amalgamated Bank41,585
0.0% of portfolio›$265
Probity Advisors, Inc.39,790
0.0% of portfolio›$253.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS37,736
0.0% of portfolio›$240.8K
Oregon Public Employees Retirement Fund35,900
0.0% of portfolio›$229.0K
Evergreen Capital Management LLC31,632
0.0% of portfolio›$201.8K
Optimist Retirement Group LLC31,051
0.1% of portfolio›$198.1K
Vista Investment Partners LLC28,182
0.0% of portfolio›$179.8K
State of Alaska, Department of Revenue27,004
0.0% of portfolio›$172
Yousif Capital Management, LLC26,275
0.0% of portfolio›$167.6K
J. Safra Sarasin Holding AG24,638
0.0% of portfolio›$157.2K
PDS Planning, Inc23,109
0.0% of portfolio›$147.4K
Vise Technologies, Inc.22,762
0.0% of portfolio›$145.2K
ProShare Advisors LLC22,270
0.0% of portfolio›$142.1K
Robertson Stephens Wealth Management, LLC22,026
0.0% of portfolio›$140.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management21,729
0.0% of portfolio›$138.6K
Sage Investment Counsel LLC21,500
0.1% of portfolio›$137.2K
HUB Investment Partners, LLC21,483
0.0% of portfolio›$137.1K
Kestra Advisory Services, LLC20,635
0.0% of portfolio›$131.7K
StoneX Group Inc.19,877
0.0% of portfolio›$140.9K
Cambridge Investment Research Advisors, Inc.19,307
0.0% of portfolio›$123
Everhart Financial Group, Inc.18,295
0.0% of portfolio›$116.7K
Mutual of America Capital Management LLC18,276
0.0% of portfolio›$116.6K
Chicago Partners Investment Group LLC17,458
0.0% of portfolio›$108.6K
Praxis Investment Management Inc16,928
0.0% of portfolio›$108
CIBC Asset Management Inc16,255
0.0% of portfolio›$103.7K
Pinnacle Wealth Planning Services, Inc.16,124
0.0% of portfolio›$102.9K
Pictet Asset Management Holding SA16,102
0.0% of portfolio›$102.7K
FSM Wealth Advisors, LLC16,005
0.0% of portfolio›$99.6K
Venture Visionary Partners LLC15,956
0.0% of portfolio›$101.8K
Hennion & Walsh Asset Management, Inc.15,900
0.0% of portfolio›$101.4K
71 West Capital Partners15,721
0.0% of portfolio›$100.3K
Concurrent Investment Advisors, LLC15,668
0.0% of portfolio›$100.0K
Xponance LLC15,453
0.0% of portfolio›$98.6K
Signaturefd, LLC15,374
0.0% of portfolio›$98.1K
Citizens Financial Group Inc15,055
0.0% of portfolio›$96.1K
Lido Advisors, LLC14,760
0.0% of portfolio›$94.2K
HB Wealth Management, LLC14,747
0.0% of portfolio›$94.1K
MGO One Seven LLC14,620
0.0% of portfolio›$93.3K
Perigon Wealth Management, LLC14,024
0.0% of portfolio›$89.5K
Sowell Financial Services LLC13,955
0.0% of portfolio›$89.0K
Sound Income Strategies, LLC13,938
0.0% of portfolio›$86.7K
Capital Investment Advisors, LLC12,971
0.0% of portfolio›$82.8K
North Star Investment Management Corp.12,971
0.0% of portfolio›$82.8K
Whitcomb & Hess, Inc.12,906
0.0% of portfolio›$82.3K
Swiss Life Asset Management Ltd11,636
0.0% of portfolio›$74.2K
Crossmark Global Holdings, Inc.11,460
0.0% of portfolio›$73.1K
111 Capital11,201
0.0% of portfolio›$71.5K
Parallel Advisors, LLC10,785
0.0% of portfolio›$68.8K
Virginia Retirement Systems ET Al10,700
0.0% of portfolio›$68.3K
Dynamic Advisor Solutions LLC10,529
0.0% of portfolio›$67.2K
Covestor Ltd10,492
0.0% of portfolio›$67
Crestwood Advisors Group, LLC10,438
0.0% of portfolio›$66.6K
Summit Securities Group LLC9,581
0.0% of portfolio›$61.1K
Security National Bank8,091
0.0% of portfolio›$51.6K
Gamma Investing LLC7,947
0.0% of portfolio›$50.7K
Farther Finance Advisors, LLC7,287
0.0% of portfolio›$46.5K
KBC Group NV6,196
0.0% of portfolio›$40
Sterling Capital Management LLC5,245
0.0% of portfolio›$33.5K
SBI Securities Co., Ltd.4,539
0.0% of portfolio›$29.0K
Cassaday & Co Wealth Management LLC4,250
0.0% of portfolio›$27.1K
Mitsubishi UFJ Asset Management Co., Ltd.3,818
0.0% of portfolio›$24.4K
Caitong International Asset Management Co., Ltd3,659
0.0% of portfolio›$23.3K
Hilton Head Capital Partners, LLC3,212
0.0% of portfolio›$20.5K
Investors Research Corp3,000
0.0% of portfolio›$19.1K
Exchange Traded Concepts, LLC2,964
0.0% of portfolio›$18.9K
TD Waterhouse Canada Inc.2,590
0.0% of portfolio›$16.2K
EverSource Wealth Advisors, LLC2,461
0.0% of portfolio›$15.7K
MassMutual Private Wealth & Trust, FSB2,410
0.0% of portfolio›$15.4K
Mather Group, Llc.2,263
0.0% of portfolio›$14.4K
Hazlett, Burt & Watson, Inc.2,125
0.0% of portfolio›$14
Salomon & Ludwin, LLC1,996
0.0% of portfolio›$12.7K
CX Institutional1,949
0.0% of portfolio›$12
Elevation Wealth Partners, LLC1,891
0.0% of portfolio›$12.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,706
0.0% of portfolio›$10.9K
Versant Capital Management, Inc1,617
0.0% of portfolio›$10.3K
Spurstone Advisory Services, LLC1,500
0.1% of portfolio›$9.4K
Ares Financial Consulting, LLC1,322
0.0% of portfolio›$8.4K
First United Bank & Trust1,233
0.0% of portfolio›$7.9K
Farmers & Merchants Investments Inc1,203
0.0% of portfolio›$7.7K
Parkside Financial Bank & Trust1,148
0.0% of portfolio›$7.3K
Spire Wealth Management1,148
0.0% of portfolio›$7.3K
Assetmark, Inc1,017
0.0% of portfolio›$6.5K
Capital Advisors, Ltd. LLC1,007
0.0% of portfolio›$6
Hoese & Co LLP1,000
0.0% of portfolio›$6.4K
CoreCap Advisors, LLC1,000
0.0% of portfolio›$6.4K
Creative Financial Designs Inc979
0.0% of portfolio›$6.2K
Cullen T Bankers, Inc.858
0.0% of portfolio›$5.5K
Pittenger & Anderson Inc750
0.0% of portfolio›$4.8K
Align Financial, LLC750
0.0% of portfolio›$4.8K
Root Financial Partners, LLC746
0.0% of portfolio›$4.8K
Tounjian Advisory Partners, LLC717
0.0% of portfolio›$4.6K
Owl Creek Wealth Partners LLC700
0.0% of portfolio›$4.5K
GoalVest Advisory LLC683
0.0% of portfolio›$4.4K
Moisand Fitzgerald Tamayo, LLC600
0.0% of portfolio›$3.8K
Fortitude Family Office, LLC575
0.0% of portfolio›$3.7K
Indiana Trust & Investment Management Co541
0.0% of portfolio›$3.5K
IFP Advisors, Inc539
0.0% of portfolio›$3.4K
Latitude Advisors, LLC530
0.0% of portfolio›$3.4K
SJS Investment Consulting Inc.500
0.0% of portfolio›$3.2K
Financial Management Professionals, Inc.425
0.0% of portfolio›$2.7K
Community Financial Services Group, LLC425
0.0% of portfolio›$2.7K
Harbor Investment Advisory, LLC375
0.0% of portfolio›$2.4K
Triumph Capital Management325
0.0% of portfolio›$2.1K
Balance Wealth Partners LLC297
0.0% of portfolio›$1.9K
Bare Financial Services, Inc286
0.0% of portfolio›$1.8K
Princeton Global Asset Management LLC285
0.0% of portfolio›$1.8K
Abound Wealth Management226
0.0% of portfolio›$1.4K
Elyxium Wealth, LLC167
0.0% of portfolio›$1.1K
Key Capital Management, Inc151
0.0% of portfolio›$963
True Wealth Design, LLC106
0.0% of portfolio›$677
Hughes Financial Services, LLC100
0.0% of portfolio›$717
First Bancorp, Inc85
0.0% of portfolio›$542
Essential Partners LLC71
0.0% of portfolio›$453
UMB Private Wealth Management, LLC57
0.0% of portfolio›$364
Trust Co of Vermont45
0.0% of portfolio›$287
Physician Wealth Advisors, Inc.38
0.0% of portfolio›$244
JFS Wealth Advisors, LLC34
0.0% of portfolio›$217
Gilpin Wealth Management, LLC33
0.0% of portfolio›$211
Cedar Mountain Advisors, LLC26
0.0% of portfolio›$166
Valley National Advisers Inc25
0.0% of portfolio›$160
Financial Consulate, Inc16
0.0% of portfolio›$103
Ascentis Wealth Management, LLC11
0.0% of portfolio›$70
Davis Capital Management8
0.0% of portfolio›$51
MV Capital Management, Inc.8
0.0% of portfolio›$52
Wolff Wiese Magana LLC2
0.0% of portfolio›$14
Leonteq Securities AG1
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,010,674$19.2M0.0%IndexLowAustin, TX2026-11-04
CenterBook Partners LP
1,268,927$8.1M0.4%ValueVery HighGreenwich, CT2026-11-02
Principal Financial Group Inc
775,905$5.0M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
654,490$4.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
235,125$1.5M0.0%ETFLowWaltham, MA2026-11-02
New York State Teachers Retirement System
188,503$1.2K0.0%CoreVery LowAlbany, NY2026-10-22
Mirae Asset Global Investments Co., Ltd.
152,638$973.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Simplex Trading, LLC
133,998$854.9K0.0%CoreVery HighChicago, IL2026-11-04
Strs Ohio
125,700$802.0K0.0%CoreMediumColumbus, OH2026-10-30
Wealth Enhancement Advisory Services, LLC
120,795$751.3K0.0%CoreLowPlymouth, MN2026-10-13
A&I Financial Services, LLC
108,048$689.3K0.3%ETFHighLone Tree, CO2026-10-15
Citigroup Inc
94,043$600.0K0.0%CoreMediumNew York, NY2026-11-04
Nisa Investment Advisors, LLC
77,879$496.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
International Assets Investment Management, LLC
69,100$431.9K0.0%CoreVery HighOrlando, FL2026-11-02
Louisiana State Employees Retirement System
68,200$435.1K0.0%IndexLowBaton Rouge, LA2026-10-20
Truist Financial Corp
63,653$406.1K0.0%CoreLowCharlotte, NC2026-10-30
Kimelman & Baird, LLC
50,355$321.3K0.0%CoreLowNew York, NY2026-11-03
Arizona State Retirement System
45,619$291.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Atlas Brown,Inc.
45,000$287.1K0.1%GrowthLowLouisville, KY2026-10-09
Fulcrum Asset Management LLP
43,329$283.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Amalgamated Bank
41,585$2650.0%CoreVery LowNew York, NY2026-10-23
Probity Advisors, Inc.
39,790$253.9K0.0%ETFLowDallas, TX2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
37,736$240.8K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
35,900$229.0K0.0%IndexVery LowTigard, OR2026-10-30
Evergreen Capital Management LLC
31,632$201.8K0.0%GARPMediumBellevue, WA2026-10-23
Optimist Retirement Group LLC
31,051$198.1K0.1%ValueLowBellevue, WA2026-10-30
Vista Investment Partners LLC
28,182$179.8K0.0%MomentumMediumOklahoma City, OK2026-10-08
State of Alaska, Department of Revenue
27,004$1720.0%CoreVery LowJuneau, AK2026-10-15
Yousif Capital Management, LLC
26,275$167.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
J. Safra Sarasin Holding AG
24,638$157.2K0.0%CoreMediumBasel, Switzerland2026-10-26
PDS Planning, Inc
23,109$147.4K0.0%IndexVery LowDublin, OH2026-11-03
Vise Technologies, Inc.
22,762$145.2K0.0%IndexLowNew York, NY2026-10-29
ProShare Advisors LLC
22,270$142.1K0.0%GrowthLowBethesda, MD2026-10-29
Robertson Stephens Wealth Management, LLC
22,026$140.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
21,729$138.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Sage Investment Counsel LLC
21,500$137.2K0.1%ValueMediumFranklin, TN2026-10-26
HUB Investment Partners, LLC
21,483$137.1K0.0%GrowthLowAustin, TX2026-11-03
Kestra Advisory Services, LLC
20,635$131.7K0.0%CoreLowAustin, TX2026-11-02
StoneX Group Inc.
19,877$140.9K0.0%ETFMediumNew York, NY2026-11-03
Cambridge Investment Research Advisors, Inc.
19,307$1230.0%ETFLowFairfield, IA2026-11-02
Everhart Financial Group, Inc.
18,295$116.7K0.0%ETFLowDublin, OH2026-10-08
Mutual of America Capital Management LLC
18,276$116.6K0.0%IndexLowNew York, NY2026-10-23
Chicago Partners Investment Group LLC
17,458$108.6K0.0%GARPLowChicago, IL2026-10-27
Praxis Investment Management Inc
16,928$1080.0%CoreLowGoshen, IN2026-11-03
CIBC Asset Management Inc
16,255$103.7K0.0%GARPLowToronto, South Africa2026-11-05
Pinnacle Wealth Planning Services, Inc.
16,124$102.9K0.0%GARPLowMansfield, OH2026-10-27
Pictet Asset Management Holding SA
16,102$102.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
FSM Wealth Advisors, LLC
16,005$99.6K0.0%ETFLowCleveland, OH2026-10-27
Venture Visionary Partners LLC
15,956$101.8K0.0%CoreLowSylvania, OH2026-10-07
Hennion & Walsh Asset Management, Inc.
15,900$101.4K0.0%ValueMediumParsippany, NJ2026-10-13
71 West Capital Partners
15,721$100.3K0.0%IndexVery LowBoston, MA2026-11-04
Concurrent Investment Advisors, LLC
15,668$100.0K0.0%GrowthMediumTampa, FL2026-10-16
Xponance LLC
15,453$98.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Signaturefd, LLC
15,374$98.1K0.0%IndexLowAtlanta, GA2026-10-23
Citizens Financial Group Inc
15,055$96.1K0.0%GrowthLowProvidence, RI2026-10-23
Lido Advisors, LLC
14,760$94.2K0.0%GrowthLowLos Angeles, CA2026-11-04
HB Wealth Management, LLC
14,747$94.1K0.0%IndexVery LowAtlanta, GA2026-10-23
MGO One Seven LLC
14,620$93.3K0.0%GrowthLowBeachwood, OH2026-10-28
Perigon Wealth Management, LLC
14,024$89.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Sowell Financial Services LLC
13,955$89.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Sound Income Strategies, LLC
13,938$86.7K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Capital Investment Advisors, LLC
12,971$82.8K0.0%CoreLowAtlanta, GA2026-10-22
North Star Investment Management Corp.
12,971$82.8K0.0%CoreLowChicago, IL2026-10-27
Whitcomb & Hess, Inc.
12,906$82.3K0.0%ETFVery LowAshland, OH2026-10-07
Swiss Life Asset Management Ltd
11,636$74.2K0.0%CoreLowZurich, Switzerland2026-11-03
Crossmark Global Holdings, Inc.
11,460$73.1K0.0%GARPMediumHouston, TX2026-10-21
111 Capital
11,201$71.5K0.0%CoreVery HighParis, India2026-11-03
Parallel Advisors, LLC
10,785$68.8K0.0%IndexLowSan Francisco, CA2026-11-03
Virginia Retirement Systems ET Al
10,700$68.3K0.0%CoreMediumRichmond, VA2026-10-28
Dynamic Advisor Solutions LLC
10,529$67.2K0.0%ETFLowPhoenix, AZ2026-10-13
Covestor Ltd
10,492$670.0%ValueHighLondon, United Kingdom2026-10-30
Crestwood Advisors Group, LLC
10,438$66.6K0.0%GrowthLowBoston, MA2026-10-27
Summit Securities Group LLC
9,581$61.1K0.0%CoreVery HighNew York, NY2026-11-05
Security National Bank
8,091$51.6K0.0%GrowthLowOmaha, NE2026-10-26
Gamma Investing LLC
7,947$50.7K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
7,287$46.5K0.0%IndexLowSan Francisco, CA2026-10-08
KBC Group NV
6,196$400.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
5,245$33.5K0.0%GARPMediumCharlotte, NC2026-10-22
SBI Securities Co., Ltd.
4,539$29.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cassaday & Co Wealth Management LLC
4,250$27.1K0.0%ETFVery LowMclean, VA2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
3,818$24.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Caitong International Asset Management Co., Ltd
3,659$23.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hilton Head Capital Partners, LLC
3,212$20.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Investors Research Corp
3,000$19.1K0.0%ETFLowAtlanta, GA2026-10-07
Exchange Traded Concepts, LLC
2,964$18.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
TD Waterhouse Canada Inc.
2,590$16.2K0.0%CoreLowToronto, Australia2026-10-16
EverSource Wealth Advisors, LLC
2,461$15.7K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
2,410$15.4K0.0%CoreLowSpringfield, MA2026-10-05
Mather Group, Llc.
2,263$14.4K0.0%ETFMediumChicago, IL2026-10-14
Hazlett, Burt & Watson, Inc.
2,125$140.0%CoreVery LowWheeling, WV2026-11-04
Salomon & Ludwin, LLC
1,996$12.7K0.0%ETFVery LowRichmond, VA2026-10-29
CX Institutional
1,949$120.0%CoreMediumAuburn, IN2026-10-02
Elevation Wealth Partners, LLC
1,891$12.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,706$10.9K0.0%GrowthVery LowBoston, MA2026-10-23
Versant Capital Management, Inc
1,617$10.3K0.0%GARPLowPhoenix, AZ2026-10-02
Spurstone Advisory Services, LLC
1,500$9.4K0.1%CoreLowHigganum, CT2026-11-02
Ares Financial Consulting, LLC
1,322$8.4K0.0%CoreLowCalabasas, CA2026-10-19
First United Bank & Trust
1,233$7.9K0.0%CoreLowOakland, MD2026-10-22
Farmers & Merchants Investments Inc
1,203$7.7K0.0%CoreVery LowLincoln, NE2026-10-22
Parkside Financial Bank & Trust
1,148$7.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Spire Wealth Management
1,148$7.3K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
1,017$6.5K0.0%ETFLowConcord, CA2026-10-21
Capital Advisors, Ltd. LLC
1,007$60.0%ETFLowShaker Heights, OH2026-10-27
Hoese & Co LLP
1,000$6.4K0.0%ETFLowGlencoe, MN2026-10-21
CoreCap Advisors, LLC
1,000$6.4K0.0%ETFMediumSouthfield, MI2026-10-08
Creative Financial Designs Inc
979$6.2K0.0%ETFMediumKokomo, IN2026-11-04
Cullen T Bankers, Inc.
858$5.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Pittenger & Anderson Inc
750$4.8K0.0%CoreLowLincoln, NE2026-11-02
Align Financial, LLC
750$4.8K0.0%ETFVery LowHermantown, MN2026-10-16
Root Financial Partners, LLC
746$4.8K0.0%ETFMediumEncinitas, CA2026-10-21
Tounjian Advisory Partners, LLC
717$4.6K0.0%GrowthHighFort Myers, FL2026-11-04
Owl Creek Wealth Partners LLC
700$4.5K0.0%IndexLowGreenwood Village, CO2026-10-20
GoalVest Advisory LLC
683$4.4K0.0%ETFMediumNew York, NY2026-10-02
Moisand Fitzgerald Tamayo, LLC
600$3.8K0.0%ETFVery LowOrlando, FL2026-10-15
Fortitude Family Office, LLC
575$3.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Indiana Trust & Investment Management Co
541$3.5K0.0%GrowthLowMishawaka, IN2026-10-22
IFP Advisors, Inc
539$3.4K0.0%GrowthLowTampa, FL2026-10-16
Latitude Advisors, LLC
530$3.4K0.0%ETFLowYorkville, IL2026-10-27
SJS Investment Consulting Inc.
500$3.2K0.0%ETFVery LowSylvania, OH2026-10-26
Financial Management Professionals, Inc.
425$2.7K0.0%ETFMediumAustin, TX2026-10-23
Community Financial Services Group, LLC
425$2.7K0.0%GrowthLowNewport, VT2026-10-15
Harbor Investment Advisory, LLC
375$2.4K0.0%GrowthLowLutherville, MD2026-10-13
Triumph Capital Management
325$2.1K0.0%ETFMediumDenver, CO2026-10-14
Balance Wealth Partners LLC
297$1.9K0.0%ETFMediumWorthington, OH2026-10-27
Bare Financial Services, Inc
286$1.8K0.0%ETFVery LowGap, PA2026-11-04
Princeton Global Asset Management LLC
285$1.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Abound Wealth Management
226$1.4K0.0%ETFVery LowFranklin, TN2026-10-26
Elyxium Wealth, LLC
167$1.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Key Capital Management, Inc
151$9630.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
True Wealth Design, LLC
106$6770.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
100$7170.0%ETFLowHerndon, VA2026-10-30
First Bancorp, Inc
85$5420.0%ValueVery LowDamariscotta, ME2026-10-26
Essential Partners LLC
71$4530.0%ValueMediumRancho Santa Fe, CA2026-10-14
UMB Private Wealth Management, LLC
57$3640.0%GrowthN/AKansas City, MO2026-10-19
Trust Co of Vermont
45$2870.0%CoreVery LowBrattleboro, VT2026-10-21
Physician Wealth Advisors, Inc.
38$2440.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
34$2170.0%ETFVery LowHermitage, PA2026-11-03
Gilpin Wealth Management, LLC
33$2110.0%GrowthLowDenver, CO2026-10-09
Cedar Mountain Advisors, LLC
26$1660.0%ETFVery LowLake Oswego, OR2026-10-15
Valley National Advisers Inc
25$1600.0%ETFLowBethlehem, PA2026-10-23
Financial Consulate, Inc
16$1030.0%ETFLowHunt Valley, MD2026-10-23
Ascentis Wealth Management, LLC
11$700.0%Agg GrowthLowDallas, TX2026-11-03
Davis Capital Management
8$510.0%CoreLowJacksonville, FL2026-10-08
MV Capital Management, Inc.
8$520.0%ETFLowBethesda, MD2026-10-29
Wolff Wiese Magana LLC
2$140.0%GrowthLowCarslbad, CA2026-10-15
Leonteq Securities AG
1$60.0%CoreHighZurich, Switzerland2026-10-29