BOSTON OMAHA Corp - BOC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAGNOLIA GROUP, LLC | History | No change | 5,589,253 | 72,269 | 23.66% | 16.01% | 1 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | History | No change | 2,444,473 | 33,342 | 4.55% | 4.55% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 1,789,928 | 24,414 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elgethun Capital Management | History | No change | 1,461,947 | 19,940 | 2.78% | 2.78% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,447,985 | 18,722 | 0.0% | 0.0% | 5 | +20,432 | 1.43% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 968,456 | 13,209 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 907,308 | 11,731 | 0.32% | 0.34% | 7 | -27,568 | -2.95% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 562,893 | 7,679 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 535,031 | 7,297 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 394,243 | 5,377 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nitor Capital Management, LLC | History | Reduced | 414,383 | 5,357 | 3.59% | 3.83% | 11 | -1,567 | -0.38% | Q3 2026 | Nov 04, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 352,251 | 4,554 | 0.79% | 0.94% | 12 | -11,275 | -3.1% | Q3 2026 | Oct 28, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 231,329 | 3,155 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 196,611 | 2,681 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 186,889 | 2,549 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 179,873 | 2,453 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 154,455 | 2,106 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 145,472 | 1,984 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 140,932 | 1,922 | 0.18% | 0.18% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ironvine Capital Partners, LLC | History | No change | 89,758 | 1,224 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 87,195 | 1,127 | 0.61% | 0.72% | 21 | -8,700 | -9.07% | Q3 2026 | Nov 03, 2026 |
| Nuveen, LLC | History | No change | 81,784 | 1,115 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 78,893 | 1,076 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 76,985 | 1,050 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 65,517 | 893 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 62,181 | 848 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 59,911 | 817 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 59,789 | 815 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 55,623 | 758 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 55,325 | 754 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 55,248 | 753 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 58,165 | 752 | 0.0% | 0.0% | 32 | -798 | -1.35% | Q3 2026 | Nov 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 49,681 | 677 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 49,414 | 674 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 47,057 | 641 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 42,991 | 586 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 42,603 | 581 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 41,643 | 568 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 41,072 | 560 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 36,470 | 497 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 35,339 | 482 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 28,966 | 395 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 27,890 | 380 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 23,502 | 320 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Flagstone Financial Management | History | No change | 24,775 | 320 | 0.07% | 0.08% | 45 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EntryPoint Capital, LLC | History | No change | 22,913 | 312 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22,753 | 310 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 22,533 | 307 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 21,503 | 293 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,500 | 279 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 20,069 | 273 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,270 | 271 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 19,857 | 270 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,599 | 267 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 18,821 | 256 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 18,588 | 253 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,518 | 239 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,213 | 234 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waterloo Capital, L.P. | History | No change | 16,800 | 229 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 16,436 | 224 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 17,233 | 222 | 0.0% | 0.0% | 61 | +6,507 | 60.67% | Q3 2026 | Nov 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 15,040 | 205 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,963 | 204 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Russell Investments Group, Ltd. | History | No change | 13,892 | 189 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 12,506 | 170 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 12,400 | 169 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,905 | 162 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 11,320 | 146 | 0.09% | 0.1% | 68 | -1,221 | -9.74% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,590 | 142 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,148 | 138 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | No change | 8,745 | 113 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,925 | 108 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 6,298 | 85 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,743 | 78 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,581 | 76 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,008 | 68 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Reduced | 5,070 | 65 | 0.0% | 0.0% | 77 | -8,402 | -62.37% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,469 | 60 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 4,250 | 54 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,005 | 54 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,761 | 38 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security National Bank | History | No change | 2,800 | 36 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,439 | 33 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,278 | 31 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 2,297 | 29 | 0.0% | 0.0% | 85 | +204 | 9.75% | Q3 2026 | Nov 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,103 | 28 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 1,989 | 27 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,000 | 25 | 0.0% | — | 88 | +2,000 | New | Q3 2026 | Oct 16, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,549 | 21 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,507 | 19 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GAMMA Investing LLC | History | Added to | 1,355 | 17 | 0.0% | 0.0% | 91 | +399 | 41.74% | Q3 2026 | Oct 08, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,041 | 13 | 0.0% | 0.0% | 92 | -5,514 | -84.12% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 848 | 10 | 0.0% | 0.0% | 93 | +716 | 542.42% | Q3 2026 | Oct 01, 2026 |
| Kilter Group LLC | History | No change | 772 | 10 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 732 | 9 | 0.0% | 0.0% | 95 | +2 | 0.27% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 654 | 8 | 0.0% | 0.0% | 96 | +59 | 9.92% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 419 | 5 | 0.0% | 0.0% | 99 | +25 | 6.35% | Q3 2026 | Oct 21, 2026 |
| Sterling Capital Management LLC | History | Added to | 422 | 5 | 0.0% | 0.0% | 97 | +2 | 0.48% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 425 | 5 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 369 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 348 | 4 | 0.0% | 0.0% | 103 | +48 | 16.0% | Q3 2026 | Oct 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 361 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 303 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| North Star Investment Management Corp. | History | No change | 295 | 3 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 166 | 2 | 0.0% | 0.0% | 111 | +75 | 82.42% | Q3 2026 | Oct 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 206 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 151 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 172 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 179 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Optiver Holding B.V. | History | No change | 212 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 215 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MADDEN SECURITIES Corp | History | New | 150 | 1 | 0.0% | — | 116 | +150 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | No change | 103 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 120 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Closed out | 0 | 0 | — | 0.0% | — | -972 | -100.0% | Q3 2026 | Oct 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -500 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Grove Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 61 | 0 | — | — | — | +61 | New | Q3 2026 | Oct 20, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2026 | Oct 15, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 22 | 0 | — | — | — | +3 | 15.79% | Q3 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 75 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Global Trust Asset Management, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Larson Financial Group LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Abound Wealth Management | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullock Wealth Management Group | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Essential Partners LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |