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Brookfield Infrast Partners (BIP)

CUSIP: G16252101 | 1153 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/APrincipal Global Investors, LLC13,054,4262.8%Newly reportedSep 30, 2026No 13F filer matched
13D/ABrookfield Corp207,999,24231.5%New 5%+ stakeJul 21, 20264,686,497 sh (Jun 30, 2026)
13G/APrincipal Global Investors, LLC
with Principal Funds, Inc.
23,776,5675.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/APrincipal Global Investors, LLC13,054,426
2.8% of class · Sep 30, 2026Newly reported
No 13F filer matched
13D/ABrookfield Corp207,999,242
31.5% of class · Jul 21, 2026New 5%+ stake
4,686,497 sh (Jun 30, 2026)
13G/APrincipal Global Investors, LLC23,776,567
5.1% of class · Jun 30, 2026New 5%+ stake
with Principal Funds, Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc13,054,426
0.2% of portfolio›$464.1M
CIBC Asset Management Inc5,299,627
0.4% of portfolio›$188.8M
MacKenzie Financial Corp3,198,519
0.1% of portfolio›$113.8M
Intact Investment Management Inc.2,635,354
2.8% of portfolio›$93.8M
TD Waterhouse Canada Inc.2,155,076
0.2% of portfolio›$77.0M
AGF Management LTD1,267,956
0.2% of portfolio›$45.1M
Natixis839,100
0.1% of portfolio›$29.8M
Addenda Capital Inc.779,772
1.0% of portfolio›$39.5M
Morguard Lincluden Global Investments Ltd644,198
0.0% of portfolio›$32.6K
Chicago Partners Investment Group LLC491,060
0.3% of portfolio›$18.2M
Barclays PLC361,662
0.0% of portfolio›$12.9M
Citigroup Inc337,409
0.0% of portfolio›$12.0M
Baskin Financial Services Inc.280,972
0.0% of portfolio›$10.0K
Summerhill Capital Management lnc.234,757
6.3% of portfolio›$8.4M
Gold Investment Management Ltd.181,018
2.1% of portfolio›$7.6M
Guardian Partners Inc.166,096
0.5% of portfolio›$5.9M
Davenport & Co LLC148,666
0.0% of portfolio›$5.3M
Tritonpoint Wealth, LLC110,079
0.4% of portfolio›$3.9M
Walnut Private Equity Partners, LLC102,000
2.0% of portfolio›$3.6M
Florida Trust Wealth Management Co100,482
0.1% of portfolio›$3.6M
Herold Advisors, Inc.90,061
0.6% of portfolio›$3.2M
Herbst Group, LLC82,810
1.7% of portfolio›$2.9M
Oak Grove Capital LLC82,600
0.1% of portfolio›$2.9M
Tranquility Partners, LLC79,343
1.0% of portfolio›$2.8M
Epiq Partners, LLC78,240
1.2% of portfolio›$2.8M
Kestra Advisory Services, LLC73,452
0.0% of portfolio›$2.6M
Clearstead Advisors, LLC70,456
0.0% of portfolio›$2.5M
Inspire Investing, LLC69,204
0.1% of portfolio›$2.5M
Value Partners Investments Inc.62,526
0.2% of portfolio›$2.2M
PNC Financial Services Group, Inc.61,345
0.0% of portfolio›$2.2M
Viewpoint Investment Partners Corp60,180
0.7% of portfolio›$2.1M
Creative Planning58,160
0.0% of portfolio›$2.1M
Jamison Private Wealth Management, Inc.57,053
0.2% of portfolio›$2.0M
Woodmont Investment Counsel LLC56,802
0.1% of portfolio›$2.0M
Pathway Financial Advisers, LLC53,997
0.5% of portfolio›$1.9M
Commonwealth Equity Services, LLC45,700
0.0% of portfolio›$1.6M
Oppenheimer & Co Inc44,888
0.0% of portfolio›$1.6M
Hussman Strategic Advisors, Inc.42,000
0.3% of portfolio›$1.5M
Apollon Wealth Management, LLC40,955
0.0% of portfolio›$1.5M
Northside Capital Management, LLC39,250
0.1% of portfolio›$1.4M
Tandem Capital Management Corp37,830
0.6% of portfolio›$1.3M
Sage Investment Counsel LLC37,500
1.3% of portfolio›$1.3M
Gryphon Financial Partners LLC33,900
0.1% of portfolio›$1.2M
Cardinal Point Capital Management ULC30,121
0.1% of portfolio›$1.1M
TritonPoint Partners, LLC29,709
0.2% of portfolio›$1.1M
Keybank National Association28,528
0.0% of portfolio›$1.0M
Truist Financial Corp28,402
0.0% of portfolio›$1.0M
Gen-Wealth Partners Inc28,279
0.3% of portfolio›$1.0M
Lynx Capital Group LTD27,453
0.4% of portfolio›$976.0K
Chapman Financial Group, LLC27,407
0.6% of portfolio›$974.3K
Canton Hathaway, LLC26,000
0.2% of portfolio›$924.3K
Lido Advisors, LLC24,222
0.0% of portfolio›$861.1K
Wespac Advisors, LLC23,594
0.4% of portfolio›$838.8K
Wealthcare Advisory Partners LLC22,738
0.0% of portfolio›$808.3K
Clearstead Trust, LLC21,993
0.1% of portfolio›$781.9K
ProShare Advisors LLC21,974
0.0% of portfolio›$781.2K
Regions Financial Corp19,876
0.0% of portfolio›$706.6K
ASO Group Ltd19,081
0.0% of portfolio›$678
Wealth Enhancement Advisory Services, LLC18,721
0.0% of portfolio›$690.6K
Avantax Planning Partners, Inc.17,189
0.0% of portfolio›$611.1K
Cambridge Investment Research Advisors, Inc.16,114
0.0% of portfolio›$573
American National Bank & Trust15,075
0.0% of portfolio›$535.9K
Schneider Downs Wealth Management Advisors, LP15,057
0.0% of portfolio›$535.3K
Parallel Advisors, LLC14,945
0.0% of portfolio›$531.3K
Brighton Jones LLC14,383
0.0% of portfolio›$511.3K
Lakewood Asset Management LLC14,369
0.3% of portfolio›$510.8K
Crossmark Global Holdings, Inc.14,034
0.0% of portfolio›$498.9K
Beutel, Goodman & Co Ltd.13,299
0.0% of portfolio›$472
Moneco Advisors, LLC12,947
0.0% of portfolio›$460.3K
Gilman Hill Asset Management, LLC11,569
0.1% of portfolio›$411.3K
J.W. Cole Advisors, Inc.11,420
0.0% of portfolio›$406.0K
Focus Financial Network, Inc.11,150
0.0% of portfolio›$400.3K
Verdence Capital Advisors LLC10,593
0.0% of portfolio›$376.6K
Buckhead Capital Management LLC10,505
0.1% of portfolio›$373.5K
Huntleigh Advisors, Inc.10,404
0.1% of portfolio›$369.9K
Citizens National Bank Trust Department10,309
0.1% of portfolio›$366.5K
Rare Wolf Capital LLC10,084
0.2% of portfolio›$358.5K
MGO One Seven LLC9,974
0.0% of portfolio›$354.6K
Guinness Asset Management LTD9,745
0.0% of portfolio›$346.8K
Washington Trust Advisors, Inc.9,433
0.0% of portfolio›$335.3K
TBH Global Asset Management, LLC9,297
0.1% of portfolio›$330.5K
Bahl & Gaynor LLC9,211
0.0% of portfolio›$327.5K
Sigma Planning Corp9,148
0.0% of portfolio›$325.2K
HB Wealth Management, LLC9,000
0.0% of portfolio›$320.0K
Principle Wealth Partners LLC8,922
0.0% of portfolio›$317.2K
Boston Trust Walden Corp8,367
0.0% of portfolio›$297.4K
SC&H Financial Advisors, Inc.8,182
0.0% of portfolio›$290.9K
Concurrent Investment Advisors, LLC8,157
0.0% of portfolio›$290.0K
Visionary Wealth Advisors8,076
0.0% of portfolio›$287.1K
First Premier Bank7,582
0.0% of portfolio›$270
Private Trust Co NA7,498
0.0% of portfolio›$266.6K
Clear Trail Advisors, LLC7,344
0.0% of portfolio›$261.1K
Advisory Advocates, LLC7,286
0.2% of portfolio›$259.0K
Roof Eidam Maycock Peralta, LLC6,750
0.0% of portfolio›$240.0K
Sterling Investment Counsel, LLC6,711
0.1% of portfolio›$238.6K
Carnegie Investment Counsel6,325
0.0% of portfolio›$224.9K
Financial Perspectives, Inc6,154
0.1% of portfolio›$218.8K
Farther Finance Advisors, LLC6,081
0.0% of portfolio›$216.2K
Glenview Trust Co6,000
0.0% of portfolio›$213.3K
Mirador Capital Partners LP5,876
0.0% of portfolio›$208.9K
State of Wyoming5,676
0.0% of portfolio›$201.8K
Louisbourg Investments Inc.4,828
0.0% of portfolio›$172.4K
Eastern Bank4,499
0.0% of portfolio›$159.9K
Simplex Trading, LLC3,847
0.0% of portfolio›$136.8K
Sawyer & Company, Inc3,750
0.0% of portfolio›$133.3K
US Bancorp \de\3,215
0.0% of portfolio›$114.3K
Evermay Wealth Management LLC3,200
0.0% of portfolio›$113.8K
Nvwm, LLC3,075
0.0% of portfolio›$109.3K
Lanark Financial, Inc.2,920
0.0% of portfolio›$103.8K
IFP Advisors, Inc2,880
0.0% of portfolio›$102.4K
Wilmington Savings Fund Society, FSB2,875
0.0% of portfolio›$102.2K
Assetmark, Inc2,848
0.0% of portfolio›$101.2K
StrongBox Wealth, LLC2,666
0.0% of portfolio›$94.8K
Nova Financial LLC2,195
0.0% of portfolio›$78.0K
Pacifica Partners Inc.1,723
0.0% of portfolio›$61.4K
GoalVest Advisory LLC1,697
0.0% of portfolio›$60.3K
James T. Borello RIA1,575
0.0% of portfolio›$56.0K
Concord Wealth Partners1,450
0.0% of portfolio›$51.5K
Laurel Wealth Advisors LLC1,200
0.0% of portfolio›$42.7K
Nfsg Corp1,183
0.0% of portfolio›$41.9K
Bank & Trust Co1,125
0.0% of portfolio›$40.0K
Princeton Global Asset Management LLC972
0.0% of portfolio›$34.6K
Compass Financial Management LLC917
0.0% of portfolio›$32.6K
Western Pacific Wealth Management, LP772
0.0% of portfolio›$27.4K
Strategic Advocates LLC700
0.1% of portfolio›$24.9K
IFS Advisors, LLC675
0.0% of portfolio›$24.0K
Markowski Investments675
0.0% of portfolio›$24.0K
Acumen Wealth Advisors, LLC598
0.0% of portfolio›$21.3K
Spire Wealth Management579
0.0% of portfolio›$20.6K
Indiana Trust & Investment Management Co562
0.0% of portfolio›$20.0K
Beacon Investment Advisory Services, Inc.500
0.0% of portfolio›$17.8K
TD Private Client Wealth LLC490
0.0% of portfolio›$17.4K
Bell Investment Advisors, Inc461
0.0% of portfolio›$16.4K
Trust Co of Vermont450
0.0% of portfolio›$16.0K
North Point Portfolio Managers Corp425
0.0% of portfolio›$15.1K
Financial Network Wealth Advisors LLC424
0.0% of portfolio›$15.1K
Fifth Third Bancorp415
0.0% of portfolio›$14.8K
Birchbrook, Inc.340
0.0% of portfolio›$12.1K
Birchwood Financial Partners, Inc.333
0.0% of portfolio›$11.8K
Guinness Atkinson Asset Management Inc320
0.0% of portfolio›$11.4K
Gamma Investing LLC303
0.0% of portfolio›$10.8K
Chung Wu Investment Group, LLC300
0.0% of portfolio›$10.7K
PFS Partners, LLC282
0.0% of portfolio›$10.0K
Blue Trust, Inc.280
0.0% of portfolio›$10.0K
North Star Investment Management Corp.250
0.0% of portfolio›$8.9K
Cape Investment Advisory, Inc.225
0.0% of portfolio›$8.0K
Hilton Head Capital Partners, LLC212
0.0% of portfolio›$7.5K
CoreCap Advisors, LLC200
0.0% of portfolio›$7.1K
Archer Investment Corp147
0.0% of portfolio›$5.2K
JFS Wealth Advisors, LLC132
0.0% of portfolio›$4.7K
Central Trust Co100
0.0% of portfolio›$3.6K
Mascoma Wealth Management LLC75
0.0% of portfolio›$2.7K
Jacobi Capital Management LLC75
0.0% of portfolio›$2.7K
Gilpin Wealth Management, LLC71
0.0% of portfolio›$2.5K
Smallwood Wealth Investment Management, LLC64
0.0% of portfolio›$2.3K
Toth Financial Advisory Corp50
0.0% of portfolio›$1.8K
Valley National Advisers Inc45
0.0% of portfolio›$1.6K
Versant Capital Management, Inc11
0.0% of portfolio›$389
Mather Group, Llc.8
0.0% of portfolio›$284
Main Street Group, LTD2
0.0% of portfolio›$71
StyleTurnoverLocationFiled
Principal Financial Group Inc
13,054,426$464.1M0.2%CoreLowDes Moines, IA2026-11-02
CIBC Asset Management Inc
5,299,627$188.8M0.4%GARPLowToronto, South Africa2026-11-05
MacKenzie Financial Corp
3,198,519$113.8M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Intact Investment Management Inc.
2,635,354$93.8M2.8%YieldHighMontreal, Austria2026-11-03
TD Waterhouse Canada Inc.
2,155,076$77.0M0.2%CoreLowToronto, Australia2026-10-16
AGF Management LTD
1,267,956$45.1M0.2%GrowthHighToronto, Australia2026-11-03
Natixis
839,100$29.8M0.1%GARPHighParis, India2026-11-06
Addenda Capital Inc.
779,772$39.5M1.0%GARPLowMontreal, Austria2026-10-13
Morguard Lincluden Global Investments Ltd
644,198$32.6K0.0%Deep ValueLowMississauga, Australia2026-10-28
Chicago Partners Investment Group LLC
491,060$18.2M0.3%GARPLowChicago, IL2026-10-27
Barclays PLC
361,662$12.9M0.0%CoreMediumLondon, United Kingdom2026-11-06
Citigroup Inc
337,409$12.0M0.0%CoreMediumNew York, NY2026-11-04
Baskin Financial Services Inc.
280,972$10.0K0.0%CoreVery LowToronto, Australia2026-10-19
Summerhill Capital Management lnc.
234,757$8.4M6.3%MomentumLowToronto, Australia2026-11-02
Gold Investment Management Ltd.
181,018$7.6M2.1%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Guardian Partners Inc.
166,096$5.9M0.5%ValueMediumToronto, South Africa2026-10-21
Davenport & Co LLC
148,666$5.3M0.0%CoreMediumRichmond, VA2026-10-14
Tritonpoint Wealth, LLC
110,079$3.9M0.4%CoreLowChevy Chase, MD2026-10-19
Walnut Private Equity Partners, LLC
102,000$3.6M2.0%YieldVery LowOmaha, NE2026-10-14
Florida Trust Wealth Management Co
100,482$3.6M0.1%CoreVery LowSanibel, FL2026-11-05
Herold Advisors, Inc.
90,061$3.2M0.6%CoreLowNew York, NY2026-10-19
Herbst Group, LLC
82,810$2.9M1.7%GrowthHighWestport, CT2026-10-20
Oak Grove Capital LLC
82,600$2.9M0.1%Agg GrowthLowHolderness, NH2026-10-09
Tranquility Partners, LLC
79,343$2.8M1.0%CoreLowBrentwood, TN2026-10-20
Epiq Partners, LLC
78,240$2.8M1.2%YieldLowMinneapolis, MN2026-10-07
Kestra Advisory Services, LLC
73,452$2.6M0.0%CoreLowAustin, TX2026-11-02
Clearstead Advisors, LLC
70,456$2.5M0.0%ETFLowCleveland, OH2026-11-06
Inspire Investing, LLC
69,204$2.5M0.1%GARPHighMeridian, ID2026-10-22
Value Partners Investments Inc.
62,526$2.2M0.2%ValueMediumWinnipeg, Argentina2026-10-19
PNC Financial Services Group, Inc.
61,345$2.2M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Viewpoint Investment Partners Corp
60,180$2.1M0.7%ValueMediumCalgary, Abu Dhabi2026-10-26
Creative Planning
58,160$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Jamison Private Wealth Management, Inc.
57,053$2.0M0.2%GrowthVery LowMilton, GA2026-10-14
Woodmont Investment Counsel LLC
56,802$2.0M0.1%GARPVery LowNashville, TN2026-10-29
Pathway Financial Advisers, LLC
53,997$1.9M0.5%CoreLowAuburn, IN2026-10-27
Commonwealth Equity Services, LLC
45,700$1.6M0.0%ETFLowWaltham, MA2026-11-02
Oppenheimer & Co Inc
44,888$1.6M0.0%CoreLowNew York, NY2026-10-26
Hussman Strategic Advisors, Inc.
42,000$1.5M0.3%YieldVery HighEllicott City, MD2026-11-02
Apollon Wealth Management, LLC
40,955$1.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Northside Capital Management, LLC
39,250$1.4M0.1%GARPLowHood River, OR2026-10-13
Tandem Capital Management Corp
37,830$1.3M0.6%CoreLowWoodcliff Lake, NJ2026-10-22
Sage Investment Counsel LLC
37,500$1.3M1.3%ValueMediumFranklin, TN2026-10-26
Gryphon Financial Partners LLC
33,900$1.2M0.1%IndexLowColumbus, OH2026-11-04
Cardinal Point Capital Management ULC
30,121$1.1M0.1%ValueLowToronto, Australia2026-10-21
TritonPoint Partners, LLC
29,709$1.1M0.2%CoreMediumChevy Chase, MD2026-11-05
Keybank National Association
28,528$1.0M0.0%CoreLowBrooklyn, OH2026-11-04
Truist Financial Corp
28,402$1.0M0.0%CoreLowCharlotte, NC2026-10-30
Gen-Wealth Partners Inc
28,279$1.0M0.3%CoreLowZeeland, MI2026-11-04
Lynx Capital Group LTD
27,453$976.0K0.4%ValueLowBeachwood, OH2026-11-04
Chapman Financial Group, LLC
27,407$974.3K0.6%CoreVery LowHonolulu, HI2026-10-26
Canton Hathaway, LLC
26,000$924.3K0.2%ValueLowProvidence, RI2026-10-23
Lido Advisors, LLC
24,222$861.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Wespac Advisors, LLC
23,594$838.8K0.4%ETFHighOrinda, CA2026-10-26
Wealthcare Advisory Partners LLC
22,738$808.3K0.0%ETFLowWest Chester, PA2026-10-21
Clearstead Trust, LLC
21,993$781.9K0.1%GrowthLowPortland, ME2026-11-06
ProShare Advisors LLC
21,974$781.2K0.0%GrowthLowBethesda, MD2026-10-29
Regions Financial Corp
19,876$706.6K0.0%CoreLowBirmingham, AL2026-11-05
ASO Group Ltd
19,081$6780.0%ValueVery LowRoad Town, Egypt2026-11-05
Wealth Enhancement Advisory Services, LLC
18,721$690.6K0.0%CoreLowPlymouth, MN2026-10-13
Avantax Planning Partners, Inc.
17,189$611.1K0.0%ETFLowDubuque, IA2026-11-03
Cambridge Investment Research Advisors, Inc.
16,114$5730.0%ETFLowFairfield, IA2026-11-02
American National Bank & Trust
15,075$535.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Schneider Downs Wealth Management Advisors, LP
15,057$535.3K0.0%ETFVery LowPittsburgh, PA2026-10-27
Parallel Advisors, LLC
14,945$531.3K0.0%IndexLowSan Francisco, CA2026-11-03
Brighton Jones LLC
14,383$511.3K0.0%CoreVery LowSeattle, WA2026-11-03
Lakewood Asset Management LLC
14,369$510.8K0.3%ValueLowNaperville, IL2026-10-26
Crossmark Global Holdings, Inc.
14,034$498.9K0.0%GARPMediumHouston, TX2026-10-21
Beutel, Goodman & Co Ltd.
13,299$4720.0%ValueMediumToronto, Australia2026-11-04
Moneco Advisors, LLC
12,947$460.3K0.0%ETFLowFairfield, CT2026-11-05
Gilman Hill Asset Management, LLC
11,569$411.3K0.1%YieldMediumNew Canaan, CT2026-10-13
J.W. Cole Advisors, Inc.
11,420$406.0K0.0%IndexLowTampa, FL2026-11-05
Focus Financial Network, Inc.
11,150$400.3K0.0%ETFLowMinneapolis, MN2026-10-14
Verdence Capital Advisors LLC
10,593$376.6K0.0%CoreMediumHunt Valley, MD2026-10-26
Buckhead Capital Management LLC
10,505$373.5K0.1%CoreLowAtlanta, GA2026-11-03
Huntleigh Advisors, Inc.
10,404$369.9K0.1%GrowthMediumSt. Louis, MO2026-11-03
Citizens National Bank Trust Department
10,309$366.5K0.1%CoreVery LowMeridian, MS2026-11-04
Rare Wolf Capital LLC
10,084$358.5K0.2%CoreMediumBellevue, WA2026-10-20
MGO One Seven LLC
9,974$354.6K0.0%GrowthLowBeachwood, OH2026-10-28
Guinness Asset Management LTD
9,745$346.8K0.0%CoreLowLondon, United Kingdom2026-11-05
Washington Trust Advisors, Inc.
9,433$335.3K0.0%GrowthLowWellesley, MA2026-10-22
TBH Global Asset Management, LLC
9,297$330.5K0.1%CoreHighBrentwood, TN2026-11-03
Bahl & Gaynor LLC
9,211$327.5K0.0%CoreLowCincinnati, OH2026-11-05
Sigma Planning Corp
9,148$325.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
HB Wealth Management, LLC
9,000$320.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Principle Wealth Partners LLC
8,922$317.2K0.0%CoreVery LowMadison, CT2026-11-02
Boston Trust Walden Corp
8,367$297.4K0.0%CoreLowBoston, MA2026-10-30
SC&H Financial Advisors, Inc.
8,182$290.9K0.0%ETFVery LowHunt Valley, MD2026-10-14
Concurrent Investment Advisors, LLC
8,157$290.0K0.0%GrowthMediumTampa, FL2026-10-16
Visionary Wealth Advisors
8,076$287.1K0.0%ETFLowO'Fallon, IL2026-11-04
First Premier Bank
7,582$2700.0%CoreVery LowSioux Falls, SD2026-10-13
Private Trust Co NA
7,498$266.6K0.0%CoreLowCleveland, OH2026-10-20
Clear Trail Advisors, LLC
7,344$261.1K0.0%CoreLowHouston, TX2026-10-20
Advisory Advocates, LLC
7,286$259.0K0.2%YieldMediumGrand Rapids, MI2026-11-05
Roof Eidam Maycock Peralta, LLC
6,750$240.0K0.0%ETFVery LowSan Francisco, CA2026-10-15
Sterling Investment Counsel, LLC
6,711$238.6K0.1%GrowthLowBuffalo, NY2026-10-19
Carnegie Investment Counsel
6,325$224.9K0.0%CoreLowPepper Pike, OH2026-10-20
Financial Perspectives, Inc
6,154$218.8K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Farther Finance Advisors, LLC
6,081$216.2K0.0%IndexLowSan Francisco, CA2026-10-08
Glenview Trust Co
6,000$213.3K0.0%GrowthVery LowLouisville, KY2026-10-28
Mirador Capital Partners LP
5,876$208.9K0.0%GrowthMediumPleasanton, CA2026-10-09
State of Wyoming
5,676$201.8K0.0%ValueHighCheyenne, WY2026-10-28
Louisbourg Investments Inc.
4,828$172.4K0.0%GARPMediumDieppe, Armenia2026-10-20
Eastern Bank
4,499$159.9K0.0%GrowthMediumBoston, MA2026-10-05
Simplex Trading, LLC
3,847$136.8K0.0%CoreVery HighChicago, IL2026-11-04
Sawyer & Company, Inc
3,750$133.3K0.0%GrowthLowBoston, MA2026-10-21
US Bancorp \de\
3,215$114.3K0.0%IndexLowMinneapolis, MN2026-11-05
Evermay Wealth Management LLC
3,200$113.8K0.0%ETFLowArlington, VA2026-11-05
Nvwm, LLC
3,075$109.3K0.0%GrowthMediumYardley, PA2026-10-14
Lanark Financial, Inc.
2,920$103.8K0.0%CoreMediumBirmingham, AL2026-10-26
IFP Advisors, Inc
2,880$102.4K0.0%GrowthLowTampa, FL2026-10-16
Wilmington Savings Fund Society, FSB
2,875$102.2K0.0%CoreLowWilmington, DE2026-10-23
Assetmark, Inc
2,848$101.2K0.0%ETFLowConcord, CA2026-10-21
StrongBox Wealth, LLC
2,666$94.8K0.0%GrowthLowLee'S Summit, MO2026-11-02
Nova Financial LLC
2,195$78.0K0.0%N/AN/ATucson, AZ2026-11-04
Pacifica Partners Inc.
1,723$61.4K0.0%CoreLowSurrey, South Africa2026-10-09
GoalVest Advisory LLC
1,697$60.3K0.0%ETFMediumNew York, NY2026-10-02
James T. Borello RIA
1,575$56.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Concord Wealth Partners
1,450$51.5K0.0%GrowthLowAbingdon, VA2026-11-02
Laurel Wealth Advisors LLC
1,200$42.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Nfsg Corp
1,183$41.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Bank & Trust Co
1,125$40.0K0.0%ValueVery LowLitchfield, IL2026-10-07
Princeton Global Asset Management LLC
972$34.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Compass Financial Management LLC
917$32.6K0.0%CoreN/ATampa, FL2026-10-30
Western Pacific Wealth Management, LP
772$27.4K0.0%GrowthLowLake Forest, IL2026-10-16
Strategic Advocates LLC
700$24.9K0.1%GrowthLowSacramento, CA2026-11-03
IFS Advisors, LLC
675$24.0K0.0%ETFLowOverland Park, KS2026-10-14
Markowski Investments
675$24.0K0.0%ETFN/ATampa, FL2026-10-30
Acumen Wealth Advisors, LLC
598$21.3K0.0%GrowthHighChattanooga, TN2026-11-05
Spire Wealth Management
579$20.6K0.0%GrowthMediumMclean, VA2026-10-30
Indiana Trust & Investment Management Co
562$20.0K0.0%GrowthLowMishawaka, IN2026-10-22
Beacon Investment Advisory Services, Inc.
500$17.8K0.0%GrowthLowMorristown, NJ2026-10-13
TD Private Client Wealth LLC
490$17.4K0.0%ETFLowNew York, NY2026-10-28
Bell Investment Advisors, Inc
461$16.4K0.0%ETFVery LowOrinda, CA2026-10-29
Trust Co of Vermont
450$16.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
North Point Portfolio Managers Corp
425$15.1K0.0%GrowthLowOrange Village, OH2026-10-07
Financial Network Wealth Advisors LLC
424$15.1K0.0%ETFLowMurray, UT2026-10-28
Fifth Third Bancorp
415$14.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Birchbrook, Inc.
340$12.1K0.0%ETFLowBangor, ME2026-10-14
Birchwood Financial Partners, Inc.
333$11.8K0.0%ETFVery LowBloomington, MN2026-11-02
Guinness Atkinson Asset Management Inc
320$11.4K0.0%GrowthMediumPasadena, CA2026-11-05
Gamma Investing LLC
303$10.8K0.0%IndexVery LowFoster City, CA2026-10-08
Chung Wu Investment Group, LLC
300$10.7K0.0%GrowthMediumSugar Land, TX2026-11-03
PFS Partners, LLC
282$10.0K0.0%ETFVery LowMine Hill, NJ2026-10-21
Blue Trust, Inc.
280$10.0K0.0%ETFLowBrentwood, TN2026-10-15
North Star Investment Management Corp.
250$8.9K0.0%CoreLowChicago, IL2026-10-27
Cape Investment Advisory, Inc.
225$8.0K0.0%ETFLowMcdonough, GA2026-10-13
Hilton Head Capital Partners, LLC
212$7.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
CoreCap Advisors, LLC
200$7.1K0.0%ETFMediumSouthfield, MI2026-10-08
Archer Investment Corp
147$5.2K0.0%CoreMediumCarmel, IN2026-11-05
JFS Wealth Advisors, LLC
132$4.7K0.0%ETFVery LowHermitage, PA2026-11-03
Central Trust Co
100$3.6K0.0%CoreLowJefferson City, MO2026-11-05
Mascoma Wealth Management LLC
75$2.7K0.0%ETFVery LowHanover, NH2026-10-23
Jacobi Capital Management LLC
75$2.7K0.0%CoreLowPittston, PA2026-11-05
Gilpin Wealth Management, LLC
71$2.5K0.0%GrowthLowDenver, CO2026-10-09
Smallwood Wealth Investment Management, LLC
64$2.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
Toth Financial Advisory Corp
50$1.8K0.0%CoreLowLeesburg, VA2026-10-08
Valley National Advisers Inc
45$1.6K0.0%ETFLowBethlehem, PA2026-10-23
Versant Capital Management, Inc
11$3890.0%GARPLowPhoenix, AZ2026-10-02
Mather Group, Llc.
8$2840.0%ETFMediumChicago, IL2026-10-14
Main Street Group, LTD
2$710.0%ETFMediumGlen Allen, VA2026-10-28