Bowman Consulting Group Ltd. - BWMN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 2,399,322 | 70,060 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,065,510 | 31,112 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 634,836 | 18,537 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swedbank AB | History | No change | 430,000 | 12,556 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 409,019 | 11,944 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 391,737 | 11,438 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 373,972 | 10,922 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 358,463 | 10,467 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mill Road Capital Management LLC | History | No change | 333,872 | 9,749 | 4.81% | 4.81% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 303,053 | 8,849 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 290,547 | 8,483 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 276,963 | 8,087 | 1.47% | 1.47% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 264,794 | 7,731 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 246,917 | 7,209 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Creek Advisors LLC | History | No change | 220,254 | 6,431 | 2.19% | 2.19% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 197,452 | 5,765 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 191,009 | 5,577 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 184,736 | 5,394 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 173,545 | 5,067 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 162,477 | 4,744 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roubaix Capital, LLC | History | No change | 133,949 | 3,911 | 1.4% | 1.4% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 125,172 | 3,655 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 120,931 | 3,531 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 108,335 | 3,163 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 104,585 | 3,053 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CenterBook Partners LP | History | No change | 104,215 | 3,043 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 99,924 | 2,917 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 95,573 | 2,790 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 90,577 | 2,644 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 88,765 | 2,591 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 86,224 | 2,517 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 84,999 | 2,481 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 78,687 | 2,297 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 75,917 | 2,216 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 66,686 | 1,947 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | History | No change | 66,300 | 1,935 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nuveen, LLC | History | No change | 64,771 | 1,891 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 57,655 | 1,683 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 57,603 | 1,682 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 55,461 | 1,619 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 54,238 | 1,583 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 53,080 | 1,549 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 48,819 | 1,425 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | No change | 43,045 | 1,256 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 40,641 | 1,186 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 38,819 | 1,133 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 38,531 | 1,125 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 32,600 | 951 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 32,511 | 949 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 32,000 | 934 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 31,494 | 919 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 31,389 | 916 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 29,816 | 870 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 28,061 | 819 | 0.31% | 0.31% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boston Partners | History | No change | 27,810 | 812 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 27,351 | 798 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 27,140 | 792 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 26,755 | 781 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 26,322 | 768 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 26,014 | 759 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 25,337 | 739 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 25,150 | 734 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STRS OHIO | History | No change | 22,100 | 645 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 20,647 | 603 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 20,198 | 589 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Skylands Capital, LLC | History | No change | 17,865 | 521 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,636 | 514 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 17,228 | 503 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 17,116 | 499 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 16,979 | 495 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 16,000 | 467 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 15,062 | 439 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 14,984 | 437 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,641 | 428 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,403 | 420 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,314 | 417 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 15,193 | 408 | 0.14% | 0.14% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 13,530 | 395 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 13,535 | 395 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 13,302 | 388 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,250 | 386 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Groupe la Francaise | History | No change | 13,000 | 379 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 12,031 | 351 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,023 | 292 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,763 | 285 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,470 | 269 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 8,194 | 239 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 7,905 | 230 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Magnetar Financial LLC | History | No change | 7,569 | 221 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARS Investment Partners, LLC | History | No change | 7,553 | 220 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,330 | 214 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,689 | 195 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,047 | 178 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,290 | 154 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,250 | 153 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,491 | 131 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Byrne Asset Management LLC | History | No change | 4,254 | 124 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 4,155 | 121 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,862 | 112 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,800 | 81 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,599 | 75 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARCLAYS PLC | History | No change | 2,425 | 70 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 1,746 | 50 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | No change | 1,452 | 42 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,174 | 34 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 568 | 24 | 0.0% | 0.0% | 106 | -14 | -2.41% | Q3 2026 | Oct 01, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 784 | 22 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 601 | 17 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 587 | 17 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Covestor Ltd | History | No change | 346 | 11 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 326 | 9 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 230 | 6 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 228 | 6 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 197 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 190 | 5 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parallel Advisors, LLC | History | No change | 179 | 5 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SFAM, LLC | History | No change | 95 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 78 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 50 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 60 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 59 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 56 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stone House Investment Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |