Angel Studios, Inc. - ANGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gigafund Management Company, LLC | History | No change | 19,459,882 | 71,417 | 0.24% | 0.24% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudson Bay Capital Management LP | History | No change | 3,915,068 | 14,368 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 2,593,933 | 9,519 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 1,387,172 | 5,090 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,373,228 | 5,039 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,145,922 | 4,207 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,107,342 | 4,063 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sepio Capital, LP | History | No change | 959,485 | 3,521 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 700,712 | 3,062 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 700,712 | 3,062 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harvest Investment Services, LLC | History | No change | 706,776 | 2,593 | 0.4% | 0.4% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 597,543 | 2,192 | 0.17% | 0.17% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 595,665 | 2,186 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 559,211 | 2,052 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 522,801 | 1,918 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 520,666 | 1,910 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 507,568 | 1,862 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STATE STREET CORP | History | No change | 466,500 | 1,712 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AWM Investment Company, Inc. | History | No change | 458,379 | 1,682 | 0.15% | 0.15% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 389,481 | 1,429 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 335,035 | 1,229 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 329,386 | 1,208 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paloma Partners Management Co | History | No change | 325,000 | 1,192 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | No change | 285,000 | 1,045 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 275,227 | 1,010 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 219,952 | 807 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 216,890 | 795 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 230,989 | 704 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 170,648 | 626 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 163,926 | 601 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capricorn Fund Managers Ltd | History | No change | 130,806 | 480 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quadrature Capital Ltd | History | No change | 115,620 | 424 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 112,456 | 412 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 109,037 | 400 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 106,309 | 390 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 92,178 | 338 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 92,043 | 337 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRC Group Holdings, Inc. | History | No change | 81,123 | 297 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 73,027 | 268 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 62,243 | 228 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 60,491 | 222 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 60,083 | 220 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 60,000 | 220 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 57,100 | 209 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | No change | 55,000 | 201 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPROTT INC. | History | No change | 52,691 | 193 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMC-Chicago, LLC | History | No change | 51,390 | 188 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | New | 36,777 | 172 | 0.0% | — | 49 | +36,777 | New | Q3 2026 | Oct 02, 2026 |
| UBS Group AG | History | No change | 47,044 | 172 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 46,818 | 171 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 46,616 | 171 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Venture Partners, LLC | History | No change | 45,750 | 167 | 0.38% | 0.38% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 44,288 | 162 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 41,155 | 151 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 40,218 | 147 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 37,153 | 136 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 33,599 | 123 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 33,666 | 123 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 33,683 | 123 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 38,077 | 122 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 32,541 | 119 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardin Capital Partners, LLC | History | No change | 30,216 | 111 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AXQ CAPITAL, LP | History | No change | 27,254 | 100 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 25,978 | 95 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values First Advisors, Inc. | History | No change | 25,517 | 93 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 24,993 | 91 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Adams Wealth Management | History | No change | 24,017 | 88 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 24,017 | 88 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 21,800 | 80 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,453 | 78 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 20,329 | 74 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Persistent Asset Partners Ltd | History | No change | 19,082 | 70 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 18,489 | 67 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 17,500 | 64 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 17,396 | 63 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| R Squared Ltd | History | No change | 16,823 | 61 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 15,817 | 58 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 15,690 | 57 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 15,008 | 55 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,175 | 52 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 13,375 | 49 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Warwick Investment Management, Inc. | History | No change | 13,376 | 49 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,946 | 47 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,674 | 46 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,945 | 43 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneAscent Financial Services LLC | History | No change | 11,281 | 41 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 11,108 | 40 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,635 | 39 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,237 | 37 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | No change | 10,141 | 37 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 10,000 | 36 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,000 | 36 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 9,507 | 34 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 8,813 | 32 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 7,436 | 27 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | No change | 5,000 | 18 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 4,681 | 17 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bogart Wealth, LLC | History | No change | 3,569 | 13 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,120 | 11 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,781 | 10 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,663 | 9 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 2,101 | 7 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,203 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,201 | 4 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,000 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 845 | 3 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 893 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Basepoint Wealth LLC | History | No change | 882 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 618 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 800 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | No change | 651 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bernard Wealth Management Corp. | History | No change | 700 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 535 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 358 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 293 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 294 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | No change | 374 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 480 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 353 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Caitlin John, LLC | History | No change | 413 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kentucky Trust Co | History | No change | 535 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 385 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bullock Wealth Management Group | History | No change | 353 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 170 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 248 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 133 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BFSG, LLC | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 145 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWAN Capital LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nemes Rush Group LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | No change | 176 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kings Path Partners LLC | History | No change | 262 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Strive Financial Group ,LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |