ALTA EQUIPMENT GROUP INC. - ALTG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mill Road Capital Management LLC | History | No change | 4,373,208 | 28,294 | 13.97% | 13.97% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,661,967 | 10,752 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CastleKnight Management LP | History | No change | 1,617,525 | 10,465 | 0.14% | 0.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voss Capital, LP | History | No change | 1,176,515 | 7,612 | 0.35% | 0.35% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,053,534 | 6,816 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 1,010,296 | 6,536 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nantahala Capital Management, LLC | History | No change | 724,774 | 4,689 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 520,000 | 3,364 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE STREET CORP | History | No change | 516,614 | 3,342 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 513,876 | 3,324 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 510,566 | 3,304 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 462,637 | 2,993 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 342,921 | 2,218 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 300,263 | 1,938 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 275,387 | 1,781 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 256,462 | 1,659 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 243,692 | 1,576 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 228,846 | 1,480 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 219,965 | 1,423 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 216,739 | 1,402 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 222,208 | 1,351 | 0.42% | 0.29% | 21 | +75,573 | 51.54% | Q3 2026 | Oct 23, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 187,063 | 1,210 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 172,585 | 1,116 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 177,840 | 1,081 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 156,130 | 1,010 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 151,899 | 982 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 148,760 | 962 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 142,715 | 923 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 139,866 | 904 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 132,923 | 860 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Added to | 127,800 | 777 | 0.0% | 0.0% | 31 | +39,900 | 45.39% | Q3 2026 | Oct 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 108,287 | 700 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 101,375 | 655 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 100,657 | 651 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 89,286 | 577 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 87,812 | 568 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 92,442 | 562 | 0.3% | 0.33% | 37 | -300 | -0.32% | Q3 2026 | Nov 03, 2026 |
| Jump Financial, LLC | History | No change | 68,400 | 442 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 64,693 | 418 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 58,822 | 380 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 58,530 | 378 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 57,345 | 371 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 56,614 | 366 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 56,258 | 363 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 50,457 | 326 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 47,348 | 306 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 43,340 | 280 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 41,135 | 266 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 39,702 | 256 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 39,400 | 254 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 39,062 | 252 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 38,620 | 249 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 38,406 | 248 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 38,002 | 245 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 37,433 | 242 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 36,246 | 234 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,470 | 233 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 34,875 | 225 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 33,185 | 214 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,840 | 212 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 31,399 | 203 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | New | 32,932 | 200 | 0.0% | — | 62 | +32,932 | New | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 29,573 | 199 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 29,522 | 191 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDT Partners, LLC | History | No change | 28,800 | 186 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 26,184 | 169 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 23,182 | 149 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brevan Howard Capital Management LP | History | No change | 22,183 | 143 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,035 | 142 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 19,969 | 129 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 19,557 | 126 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| De Lisle Partners LLP | History | No change | 19,280 | 124 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 18,104 | 117 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,003 | 116 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,795 | 112 | 0.0% | 0.0% | 76 | +4,494 | 33.79% | Q3 2026 | Oct 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 17,323 | 112 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 17,216 | 111 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,155 | 110 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,990 | 109 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 15,993 | 103 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 15,988 | 103 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 16,144 | 98 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 14,432 | 93 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,363 | 87 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 12,500 | 80 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 12,135 | 73 | 0.01% | 0.01% | 86 | -1,787 | -12.84% | Q3 2026 | Nov 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,900 | 70 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,482 | 67 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GROUP ONE TRADING LLC | History | No change | 10,490 | 67 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 9,242 | 59 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,197 | 59 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,834 | 50 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 7,044 | 42 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,403 | 34 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,869 | 32 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 4,099 | 26 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,616 | 24 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,676 | 23 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 3,229 | 20 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,156 | 20 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 2,665 | 17 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,410 | 15 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,387 | 14 | 0.0% | 0.0% | 104 | -509 | -17.58% | Q3 2026 | Oct 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,313 | 14 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,865 | 12 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,491 | 9 | 0.0% | 0.0% | 106 | +867 | 138.94% | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,283 | 7 | 0.0% | 0.0% | 107 | +736 | 134.55% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 878 | 5 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 552 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 732 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 594 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 522 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 510 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Added to | 450 | 2 | 0.0% | 0.0% | 115 | +134 | 42.41% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 462 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Essential Partners LLC | History | Reduced | 312 | 1 | 0.0% | 0.0% | 121 | -59 | -15.9% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 215 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 162 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 275 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 155 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 179 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Melone Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,157 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 149 | 0 | — | — | — | +129 | 645.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 70 | 0 | — | — | — | +70 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 52 | 0 | — | — | — | +47 | 940.0% | Q3 2026 | Oct 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 81 | 0 | — | — | — | -41 | -33.61% | Q3 2026 | Oct 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2026 | Oct 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 23 | 0 | — | — | — | -19 | -45.24% | Q3 2026 | Oct 16, 2026 |
| GK Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 145 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 119 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |