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 | 65,282 | 12.15% | 11.4% | 1 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | History | No change | 2,444,473 | 28,551 | 4.95% | 4.01% | 2 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,563,300 | 18,260 | 0.0% | 0.0% | 3 | -2,159 | -0.14% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 1,551,864 | 18,125 | 0.0% | 0.0% | 4 | -27,540 | -1.74% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,433,906 | 17,737 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elgethun Capital Management | History | Added to | 1,457,992 | 17,029 | 2.82% | 3.11% | 6 | +4,150 | 0.29% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,056,473 | 12,339 | 0.0% | — | 7 | +1,056,473 | New | Q1 2026 | May 15, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 930,190 | 10,864 | 0.24% | 0.24% | 8 | +3,566 | 0.38% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 917,610 | 10,717 | 0.31% | 0.26% | 9 | +205,002 | 28.77% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 543,421 | 6,348 | 0.0% | 0.0% | 10 | +23,422 | 4.5% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 510,121 | 5,958 | 0.0% | 0.0% | 11 | +41,456 | 8.85% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 456,551 | 5,332 | 1.28% | 1.41% | 12 | +20,807 | 4.78% | Q1 2026 | Apr 24, 2026 |
| Ironvine Capital Partners, LLC | History | Reduced | 425,444 | 4,969 | 0.55% | 0.56% | 13 | -26,270 | -5.82% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 412,479 | 4,817 | 0.01% | 0.01% | 14 | +78,512 | 23.51% | Q1 2026 | May 15, 2026 |
| Nitor Capital Management LLC | History | Reduced | 364,350 | 4,255 | 3.28% | 4.07% | 15 | -6,000 | -1.62% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 219,675 | 2,565 | 0.0% | — | 16 | +219,675 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 170,743 | 1,994 | 0.0% | 0.0% | 17 | +5,286 | 3.19% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 147,587 | 1,723 | 0.0% | 0.0% | 18 | -78,497 | -34.72% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 143,695 | 1,678 | 0.0% | — | 19 | +143,695 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 143,209 | 1,672 | 0.0% | 0.0% | 20 | +54,789 | 61.96% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 143,182 | 1,672 | 0.0% | 0.0% | 21 | +32,670 | 29.56% | Q1 2026 | May 15, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 140,932 | 1,646 | 0.19% | 0.23% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 124,790 | 1,543 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 101,747 | 1,255 | 0.67% | 0.79% | 24 | -3,725 | -3.53% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 70,400 | 822 | 0.0% | 0.0% | 25 | -10,491 | -12.97% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 62,400 | 771 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 59,518 | 695 | 0.0% | 0.0% | 27 | -520 | -0.87% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 57,931 | 676 | 0.0% | 0.0% | 28 | +28,447 | 96.48% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 57,709 | 674 | 0.0% | 0.01% | 29 | -14,247 | -19.8% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,060 | 654 | 0.0% | 0.0% | 30 | -3,718 | -6.22% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 55,834 | 652 | 0.0% | 0.0% | 31 | -6,972 | -11.1% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 54,772 | 639 | 0.0% | — | 32 | +54,772 | New | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 51,408 | 635 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 46,016 | 537 | 0.0% | 0.0% | 34 | -72,295 | -61.11% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 37,487 | 463 | 0.0% | 0.0% | 35 | +16,658 | 79.98% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 39,022 | 455 | 0.0% | 0.0% | 36 | +218 | 0.56% | Q1 2026 | Apr 30, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 37,097 | 433 | 0.0% | 0.0% | 37 | -6,089 | -14.1% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,204 | 422 | 0.0% | 0.0% | 38 | +460 | 1.29% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 35,678 | 416 | 0.0% | 0.0% | 39 | -5,423 | -13.19% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 31,768 | 371 | 0.0% | 0.0% | 40 | -15,435 | -32.7% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 29,306 | 342 | 0.0% | — | 41 | +29,306 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 29,206 | 341 | 0.0% | 0.0% | 42 | -621 | -2.08% | Q1 2026 | May 12, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 27,890 | 325 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 24,968 | 291 | 0.0% | 0.01% | 44 | -10,101 | -28.8% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,270 | 287 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Flagstone Financial Management | History | No change | 24,215 | 282 | 0.07% | 0.08% | 46 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,969 | 256 | 0.0% | 0.0% | 47 | +2,756 | 14.34% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 20,325 | 237 | 0.07% | 0.14% | 48 | -8,053 | -28.38% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,807 | 219 | 0.0% | 0.0% | 49 | -24,564 | -56.64% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,053 | 210 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | No change | 16,164 | 199 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 16,877 | 198 | 0.0% | 0.0% | 52 | +3,760 | 28.67% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 16,426 | 191 | 0.0% | 0.0% | 53 | -731 | -4.26% | Q1 2026 | May 06, 2026 |
| Aquatic Capital Management LLC | History | Added to | 15,762 | 184 | 0.01% | 0.0% | 54 | +7,340 | 87.15% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | New | 15,519 | 181 | 0.0% | — | 55 | +15,519 | New | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 15,270 | 178 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,011 | 175 | 0.0% | 0.0% | 57 | -7,822 | -34.26% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 14,732 | 172 | 0.0% | 0.0% | 58 | -4,927 | -25.06% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 12,875 | 150 | 0.0% | — | 60 | +12,875 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 12,846 | 150 | 0.0% | — | 59 | +12,846 | New | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,776 | 149 | 0.0% | 0.0% | 61 | -2,150 | -14.4% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,361 | 144 | 0.0% | 0.0% | 62 | -465 | -3.63% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 11,894 | 139 | 0.1% | 0.08% | 63 | -187 | -1.55% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,747 | 137 | 0.0% | — | 64 | +11,747 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,367 | 121 | 0.0% | 0.0% | 65 | +238 | 2.35% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,832 | 114 | 0.0% | 0.0% | 66 | -17,392 | -63.88% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,851 | 105 | 0.0% | 0.0% | 67 | +150 | 1.72% | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | Added to | 8,745 | 102 | 0.01% | 0.01% | 68 | +2,950 | 50.91% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,581 | 65 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 4,827 | 56 | 0.0% | 0.0% | 70 | +515 | 11.94% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,671 | 54 | 0.0% | 0.0% | 71 | -7,567 | -61.83% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,469 | 52 | 0.0% | 0.0% | 72 | +2,703 | 153.06% | Q1 2026 | May 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 4,250 | 49 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Reduced | 4,166 | 48 | 0.0% | 0.0% | 74 | -29,809 | -87.74% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,804 | 32 | 0.0% | 0.0% | 75 | -315 | -10.1% | Q1 2026 | May 15, 2026 |
| Security National Bank | History | No change | 2,800 | 32 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,483 | 29 | 0.0% | 0.0% | 77 | -961 | -27.9% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,323 | 27 | 0.0% | 0.0% | 78 | +289 | 14.21% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,278 | 26 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | New | 2,121 | 24 | 0.0% | — | 80 | +2,121 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,005 | 23 | 0.0% | 0.0% | 82 | -3,097 | -60.7% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 1,989 | 23 | 0.0% | 0.0% | 81 | -3 | -0.15% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,945 | 22 | 0.0% | 0.0% | 83 | +513 | 35.82% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,943 | 22 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,853 | 21 | 0.0% | 0.0% | 85 | +95 | 5.4% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,550 | 18 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,178 | 13 | 0.0% | 0.0% | 87 | -158 | -11.83% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 972 | 11 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kilter Group LLC | History | No change | 772 | 9 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | New | 708 | 8 | 0.0% | — | 91 | +708 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 699 | 8 | 0.0% | — | 90 | +699 | New | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 680 | 7 | 0.0% | 0.0% | 92 | -497 | -42.23% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 618 | 7 | 0.0% | 0.0% | 93 | +10 | 1.64% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 547 | 6 | 0.0% | 0.0% | 94 | +368 | 205.59% | Q1 2026 | Apr 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 509 | 5 | 0.0% | — | 95 | +509 | New | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Reduced | 362 | 4 | 0.0% | 0.0% | 96 | -721 | -66.57% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 423 | 4 | 0.0% | — | 99 | +423 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 394 | 4 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 369 | 4 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 295 | 3 | 0.0% | 0.0% | 101 | +110 | 59.46% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 300 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 233 | 2 | 0.0% | — | 105 | +233 | New | Q1 2026 | May 01, 2026 |
| Optiver Holding B.V. | History | Reduced | 212 | 2 | 0.0% | 0.0% | 103 | -128 | -37.65% | Q1 2026 | Jun 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 206 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | No change | 215 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | New | 120 | 1 | 0.0% | — | 109 | +120 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 86 | 1 | 0.0% | — | 108 | +86 | New | Q1 2026 | Apr 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -16,666 | -100.0% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -14,221 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,628 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,164 | -100.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,112 | -100.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -848 | -99.76% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -684 | -100.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 68 | 0 | — | — | — | +44 | 183.33% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | Apr 07, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Global Trust Asset Management, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 53 | 0 | — | — | — | +1 | 1.92% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Missouri Trust & Investment Co | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |