ALEXANDERS INC - ALX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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
BlackRock, Inc. History Added to 229,594 63,267 0.0% 0.0% 1 +10,956 5.01% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 188,948 52,066 0.0% 0.0% 2 -1,022 -0.54% Q2 2026 Aug 13, 2026
MORGAN STANLEY History Reduced 163,373 45,019 0.0% 0.0% 3 -785 -0.48% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 157,142 43,302 0.05% 0.05% 4 +4,481 2.94% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Reduced 134,082 36,947 0.0% 0.0% 5 -4,914 -3.54% Q2 2026 Aug 14, 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ History No change 99,013 27,284 1.42% 1.15% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 90,981 25,070 0.0% 0.0% 7 -1,451 -1.57% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 90,733 25,002 0.04% 0.01% 8 +56,933 168.44% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 61,614 16,981 0.0% 0.0% 9 +2,639 4.47% Q2 2026 Aug 12, 2026
STATE STREET CORP History Added to 55,757 15,364 0.0% 0.0% 10 +2,256 4.22% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History Added to 53,542 14,754 0.01% 0.01% 11 +3,056 6.05% Q2 2026 Aug 14, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Added to 51,409 14,166 0.7% 0.28% 12 +30,994 151.82% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 34,019 9,374 0.0% 0.0% 13 -5,907 -14.79% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 33,993 9,368 0.0% 0.0% 14 -451 -1.31% Q2 2026 Aug 11, 2026
CITIGROUP INC History Added to 31,939 8,801 0.0% 0.0% 15 +1,620 5.34% Q2 2026 Aug 03, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 28,274 7,791 0.03% 0.02% 16 +4,705 19.96% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History Reduced 28,244 7,783 0.0% 0.02% 17 -46,484 -62.2% Q2 2026 Aug 07, 2026
Bulldog Investors, LLP History No change 28,000 7,715 1.7% 1.49% 18 0 0.0% Q2 2026 Aug 14, 2026
Beverly Hills Private Wealth, LLC History Added to 25,913 7,140 1.36% 0.93% 19 +2,205 9.3% Q2 2026 Aug 06, 2026
NORGES BANK History New 25,100 6,916 0.0% 20 +25,100 New Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History Added to 21,860 6,023 0.0% 0.0% 21 +1,314 6.4% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 20,620 5,682 0.01% 0.01% 22 -4,900 -19.2% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Reduced 19,810 5,603 0.0% 0.0% 23 -13 -0.07% Q2 2026 Aug 12, 2026
Marnell Management LLC History Added to 16,991 4,682 1.8% 1.3% 24 +1,150 7.26% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 16,376 4,512 0.0% 0.0% 25 +507 3.19% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 15,397 4,242 0.0% 0.0% 26 +1,143 8.02% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Added to 15,334 4,225 0.0% 0.0% 27 +9,382 157.63% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 15,183 4,183 0.0% 0.0% 28 +278 1.87% Q2 2026 Aug 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 14,444 3,980 0.07% 0.07% 29 -2,300 -13.74% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 14,349 3,954 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History Added to 11,233 3,095 0.0% 0.0% 31 +1,321 13.33% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 10,034 2,764 0.0% 0.0% 32 +4,469 80.31% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 9,422 2,596 0.0% 0.0% 33 +3,040 47.63% Q2 2026 Aug 13, 2026
XTX Topco Ltd History Added to 9,371 2,582 0.03% 0.02% 34 +3,616 62.83% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History Reduced 9,200 2,535 0.26% 0.6% 35 -13,700 -59.83% Q2 2026 Aug 10, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 8,263 2,276 0.04% 0.04% 36 -2,688 -24.55% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History Reduced 6,520 1,796 0.02% 0.03% 37 -4,541 -41.05% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History Added to 6,094 1,679 0.0% 0.0% 38 +3,234 113.08% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History New 5,300 1,489 0.0% 39 +5,300 New Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 5,373 1,481 0.0% 0.0% 40 +910 20.39% Q2 2026 Aug 14, 2026
Invesco Ltd. History Added to 5,229 1,440 0.0% 0.0% 41 +79 1.53% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Reduced 5,142 1,416 0.0% 0.0% 42 -9,861 -65.73% Q2 2026 Aug 07, 2026
Penserra Capital Management LLC History Reduced 4,996 1,376 0.01% 0.02% 43 -659 -11.65% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History Added to 4,934 1,359 0.0% 0.0% 44 +799 19.32% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History Added to 4,672 1,287 0.0% 0.0% 45 +248 5.61% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History Added to 4,421 1,218 0.0% 0.0% 46 +1,741 64.96% Q2 2026 Aug 14, 2026
Swiss National Bank History Reduced 4,400 1,212 0.0% 0.0% 47 -100 -2.22% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 4,318 1,189 0.0% 0.0% 48 -3,000 -40.99% Q2 2026 Jul 29, 2026
JANUS HENDERSON GROUP PLC History No change 5,022 1,185 0.0% 0.0% 49 0 0.0% Q1 2026 May 18, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 4,080 1,124 0.0% 0.0% 50 -68 -1.64% Q2 2026 Aug 24, 2026
Mariner, LLC History Added to 4,029 1,110 0.0% 0.0% 51 +386 10.6% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History New 3,846 1,060 0.07% 52 +3,846 New Q2 2026 Aug 07, 2026
UBS Group AG History Reduced 3,509 966 0.0% 0.0% 53 -6,791 -65.93% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 3,495 963 0.0% 0.0% 54 +300 9.39% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 3,196 880 0.0% 0.0% 55 -30 -0.93% Q2 2026 Aug 13, 2026
Brooklyn Investment Group History No change 3,534 834 0.03% 0.03% 56 0 0.0% Q1 2026 Apr 29, 2026
RHUMBLINE ADVISERS History Reduced 2,894 797 0.0% 0.0% 57 -83 -2.79% Q2 2026 Aug 11, 2026
Asset Management One Co., Ltd. History Reduced 2,741 755 0.0% 0.0% 58 -1 -0.04% Q2 2026 Jul 28, 2026
PARK AVENUE SECURITIES LLC History Added to 2,672 736 0.0% 0.0% 59 +494 22.68% Q2 2026 Jul 20, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 2,551 702 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 2,489 685 0.0% 0.0% 61 -1,273 -33.84% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 2,464 678 0.0% 0.0% 62 -84 -3.3% Q2 2026 Jul 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 2,439 672 0.0% 0.0% 63 -17 -0.69% Q2 2026 Aug 17, 2026
Inspire Investing, LLC History Added to 2,420 666 0.03% 0.04% 64 +282 13.19% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,099 578 0.0% 0.0% 65 +31 1.5% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 2,066 569 0.0% 0.0% 66 +1,283 163.86% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 2,051 565 0.0% 0.0% 67 -41 -1.96% Q2 2026 Aug 13, 2026
Militia Capital Management LLC History Reduced 2,000 551 0.02% 0.11% 68 -100 -4.76% Q2 2026 Aug 12, 2026
Avise Financial Cooperative, Inc. History Added to 1,985 546 0.39% 0.36% 69 +120 6.43% Q2 2026 Aug 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,913 527 0.0% 0.0% 70 +265 16.08% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History Added to 1,827 503 0.0% 0.0% 71 +461 33.75% Q2 2026 Aug 06, 2026
May Hill Capital, LLC History Added to 1,766 486 0.1% 0.1% 72 +8 0.46% Q2 2026 Aug 07, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 1,709 470 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Reduced 1,680 462 0.0% 0.0% 74 -129 -7.13% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 1,604 441 0.0% 0.0% 75 -8,942 -84.79% Q2 2026 Sep 02, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,825 431 0.0% 0.0% 76 +500 37.74% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History New 1,491 411 0.03% 77 +1,491 New Q2 2026 Aug 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 1,475 406 0.0% 78 +1,475 New Q2 2026 Aug 10, 2026
Cerity Partners LLC History Reduced 1,394 384 0.0% 0.0% 79 -236 -14.48% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 1,340 369 0.0% 0.0% 80 +41 3.16% Q2 2026 Aug 13, 2026
O'Brien Greene & Co. Inc History Added to 1,225 337 0.09% 0.07% 81 +142 13.11% Q2 2026 Aug 06, 2026
Engineers Gate Manager LP History New 1,154 317 0.0% 82 +1,154 New Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 1,139 313 0.0% 0.0% 83 -21 -1.81% Q2 2026 Sep 09, 2026
State of Alaska, Department of Revenue History No change 1,061 291 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 20, 2026
Creative Planning History Reduced 1,015 279 0.0% 0.0% 85 -19 -1.84% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History New 1,003 277 0.0% 86 +1,003 New Q2 2026 Aug 14, 2026
H/2 CREDIT MANAGER LP History No change 1,000 276 0.05% 0.05% 87 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History New 1,000 275 0.01% 88 +1,000 New Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History No change 958 269 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 29, 2026
M&T BANK CORP History Reduced 971 267 0.0% 0.0% 90 -11 -1.12% Q2 2026 Aug 04, 2026
FMR LLC History Added to 921 253 0.0% 0.0% 91 +87 10.43% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 900 248 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History Reduced 873 240 0.0% 0.0% 93 -4,999 -85.13% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History New 827 227 0.0% 94 +827 New Q2 2026 Jul 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 819 226 0.0% 95 +819 New Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 819 225 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History Reduced 814 224 0.0% 0.0% 97 -9 -1.09% Q2 2026 Jul 31, 2026
Neuberger Berman Group LLC History New 768 211 0.0% 98 +768 New Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 760 209 0.01% 99 +760 New Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History New 756 208 0.0% 100 +756 New Q2 2026 Aug 11, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History New 733 201 0.0% 101 +733 New Q2 2026 Jul 22, 2026
Police & Firemen's Retirement System of New Jersey History No change 605 166 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Investments Australia, Ltd. History No change 552 152 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 500 137 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 462 127 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 10, 2026
Vestcor Inc History No change 453 125 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
CWM, LLC History No change 496 117 0.0% 0.0% 107 0 0.0% Q1 2026 May 14, 2026
HARBOUR INVESTMENTS, INC. History No change 401 110 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 12, 2026
STRS OHIO History No change 400 110 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 30, 2026
Nykredit A/S History New 350 96 0.0% 110 +350 New Q2 2026 Sep 08, 2026
BARCLAYS PLC History Reduced 321 88 0.0% 0.0% 111 -121 -27.38% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Reduced 318 87 0.0% 0.0% 112 -52 -14.05% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 274 75 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 23, 2026
Quantbot Technologies LP History Added to 187 51 0.0% 0.0% 114 +131 233.93% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 180 49 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Reduced 175 48 0.0% 0.0% 116 -160 -47.76% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History Added to 154 42 0.0% 0.0% 117 +3 1.99% Q2 2026 Aug 12, 2026
Arax Advisory Partners History New 146 40 0.0% 118 +146 New Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History Reduced 128 36 0.0% 0.0% 119 -351 -73.28% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 108 29 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History Reduced 103 28 0.0% 0.0% 121 -62 -37.58% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History New 91 25 0.01% 122 +91 New Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 76 20 0.0% 0.0% 123 -198 -72.26% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 75 20 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 70 19 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History Added to 61 16 0.0% 0.0% 126 +17 38.64% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 48 13 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Reduced 46 12 0.0% 0.0% 128 -4 -8.0% Q2 2026 Jul 17, 2026
GAMMA Investing LLC History Added to 40 11 0.0% 0.0% 129 +9 29.03% Q2 2026 Jul 07, 2026
IFP Advisors, Inc History Reduced 38 10 0.0% 0.0% 130 -3 -7.32% Q2 2026 Jul 20, 2026
OSAIC HOLDINGS, INC. History Added to 34 9 0.0% 0.0% 131 +4 13.33% Q2 2026 Aug 14, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 34 9 0.0% 0.0% 132 -1 -2.86% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History No change 21 5 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 02, 2026
Capital Advisors, Ltd. LLC History No change 17 5 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 16, 2026
Allworth Financial LP History Added to 18 4 0.0% 0.0% 137 +8 80.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 15 4 0.0% 0.0% 136 +1 7.14% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 15 4 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
Hughes Financial Services, LLC History Added to 14 3 0.0% 139 +10 250.0% Q2 2026 Jul 20, 2026
Optiver Holding B.V. History Reduced 14 3 0.0% 0.0% 138 -8 -36.36% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History Added to 14 3 0.0% 0.0% 140 +2 16.67% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 10 2 0.0% 0.0% 141 -90 -90.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 10 2 0.0% 0.0% 143 -37 -78.72% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History New 10 2 0.0% 145 +10 New Q2 2026 Jul 22, 2026
Quarry LP History New 10 2 0.0% 146 +10 New Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 8 2 0.0% 0.0% 142 -6 -42.86% Q2 2026 Jul 28, 2026
SOA Wealth Advisors, LLC. History No change 10 2 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 21, 2026
Covestor Ltd History New 1 1 0.0% 147 +1 New Q2 2026 Aug 07, 2026
Private Wealth Management Group, LLC History No change 4 1 0.0% 148 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History No change 6 1 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 28, 2026
Essential Partners LLC History No change 7 1 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 10, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.32% -6,300 -100.0% Q2 2026 Aug 03, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.02% -3,191 -100.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -1,269 -100.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.01% -1,174 -100.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -850 -100.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History Closed out 0 0 0.0% -194 -100.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.0% -64 -100.0% Q2 2026 Aug 04, 2026
Versant Capital Management, Inc History Closed out 0 0 0.0% -57 -100.0% Q2 2026 Jul 02, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -55 -100.0% Q2 2026 Aug 12, 2026
Sound Income Strategies, LLC History Closed out 0 0 0.0% -37 -100.0% Q2 2026 Jul 20, 2026
Root Financial Partners, LLC History Closed out 0 0 0.0% -21 -100.0% Q2 2026 Jul 29, 2026
CULLEN/FROST BANKERS, INC. History Reduced 2 0 0.0% -8 -80.0% Q2 2026 Jul 27, 2026
JPL Wealth Management, LLC History Closed out 0 0 0.0% -5 -100.0% Q2 2026 Aug 13, 2026
MAI Capital Management History Closed out 0 0 -4 -100.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History New 3 0 +3 New Q2 2026 Aug 06, 2026
True Wealth Design, LLC History Closed out 0 0 -2 -100.0% Q2 2026 Jul 16, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 -2 -100.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 2 0 +1 100.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1 0 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q2 2026 Jul 23, 2026