Perspective Therapeutics, Inc. - CATX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 9,494,152 | 32,375 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TCG Crossover Management, LLC | History | No change | 7,915,567 | 26,992 | 0.65% | 0.65% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commodore Capital LP | History | No change | 6,336,782 | 21,608 | 1.29% | 1.29% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidity Partners Management LP | History | No change | 6,299,999 | 21,482 | 3.44% | 3.44% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 6,051,771 | 20,636 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 4,911,855 | 16,749 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,436,572 | 15,128 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 4,214,582 | 14,371 | 0.65% | 0.65% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,805,739 | 12,977 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Spruce Street Capital LP | History | No change | 3,693,931 | 12,596 | 2.47% | 2.47% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 3,320,224 | 11,321 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,458,673 | 8,386 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nantahala Capital Management, LLC | History | No change | 2,325,450 | 7,929 | 0.26% | 0.26% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,912,550 | 6,521 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,733,078 | 5,909 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 1,619,993 | 5,524 | 3.25% | 3.25% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,556,451 | 5,307 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 1,210,117 | 4,126 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,087,767 | 3,709 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yu Fan | History | No change | 1,055,409 | 3,598 | 3.33% | 3.33% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,227,846 | 3,374 | 0.0% | 0.0% | 21 | +153,775 | 14.32% | Q3 2026 | Nov 04, 2026 |
| Hills Bank & Trust Co | History | No change | 872,200 | 2,974 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 791,774 | 2,699 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 773,262 | 2,636 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Bridge Group (NY) LLC | History | No change | 743,958 | 2,536 | 2.24% | 2.24% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 589,003 | 2,008 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 465,454 | 1,587 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 444,917 | 1,517 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 337,501 | 1,150 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 336,817 | 1,148 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seven Fleet Capital Management LP | History | No change | 332,613 | 1,134 | 0.19% | 0.19% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 327,253 | 1,115 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 404,071 | 1,111 | 0.05% | 0.07% | 33 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 297,722 | 1,015 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 293,782 | 1,002 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | History | No change | 250,000 | 852 | 0.24% | 0.24% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 217,023 | 740 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 1,646 | 640 | 0.04% | 0.0% | 38 | +1,590 | 2839.29% | Q3 2026 | Nov 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 181,862 | 620 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 214,791 | 590 | 0.0% | 0.0% | 40 | -120,126 | -35.87% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 120,030 | 500 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 123,299 | 420 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 121,048 | 412 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 120,889 | 412 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 112,194 | 382 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 110,656 | 377 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 100,757 | 343 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 86,490 | 294 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 85,930 | 294 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 82,500 | 281 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 99,740 | 274 | 0.1% | 0.12% | 51 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 76,389 | 260 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 86,000 | 236 | 0.11% | 0.11% | 53 | +20,000 | 30.3% | Q3 2026 | Oct 09, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 67,445 | 229 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 61,355 | 209 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 60,592 | 208 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 61,200 | 208 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 60,800 | 207 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 60,000 | 204 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 59,133 | 201 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 52,866 | 180 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 64,526 | 177 | 0.0% | 0.0% | 62 | +17,645 | 37.64% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 47,138 | 167 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 44,075 | 150 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Added to | 51,200 | 140 | 0.1% | 0.05% | 65 | +33,000 | 181.32% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 39,862 | 135 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYKON CAPITAL LLC | History | No change | 37,932 | 129 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 36,489 | 124 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 35,745 | 122 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 35,720 | 121 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | No change | 31,600 | 107 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AUCTUS ADVISORS LLC | History | Added to | 37,359 | 102 | 0.08% | 0.06% | 72 | +17,015 | 83.64% | Q3 2026 | Oct 23, 2026 |
| EntryPoint Capital, LLC | History | No change | 29,616 | 100 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,332 | 96 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 27,998 | 95 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 24,370 | 83 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 23,707 | 80 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 28,260 | 77 | 0.0% | 0.0% | 78 | -9,180 | -24.52% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 22,047 | 75 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,118 | 75 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Koa Wealth Management, LLC | History | No change | 25,975 | 71 | 0.05% | 0.06% | 81 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 20,509 | 69 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 19,210 | 67 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 18,106 | 61 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 22,000 | 60 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,610 | 56 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 15,799 | 53 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| E Fund Management Co., Ltd. | History | No change | 15,820 | 53 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 15,284 | 52 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Iowa State Bank | History | No change | 19,061 | 52 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Brevan Howard Capital Management LP | History | No change | 13,726 | 46 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 16,000 | 44 | 0.0% | — | 92 | +16,000 | New | Q3 2026 | Oct 30, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 15,000 | 41 | 0.01% | 0.03% | 93 | -20,000 | -57.14% | Q3 2026 | Oct 23, 2026 |
| Graham Capital Management, L.P. | History | No change | 11,713 | 39 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,968 | 35 | 0.0% | 0.0% | 97 | -554 | -4.1% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,300 | 35 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,428 | 35 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 10,029 | 34 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,000 | 34 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cetera Investment Advisers | History | No change | 10,192 | 34 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 12,084 | 33 | 0.0% | 0.0% | 101 | +10,744 | 801.79% | Q3 2026 | Oct 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,372 | 31 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,195 | 27 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,625 | 26 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 6,296 | 21 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 3,500 | 11 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,980 | 10 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 2,071 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacer Advisors, Inc. | History | No change | 1,874 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,037 | 5 | 0.0% | 0.0% | 110 | -44 | -2.11% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,503 | 5 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 881 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 654 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 871 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 415 | 1 | 0.0% | — | 117 | +414 | 41400.0% | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | Added to | 659 | 1 | 0.0% | 0.0% | 118 | +319 | 93.82% | Q3 2026 | Oct 08, 2026 |
| JNBA Financial Advisors | History | No change | 500 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 387 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56,714 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,994 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -194 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -90 | -100.0% | Q3 2026 | Nov 02, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -65 | -100.0% | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 220 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 140 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |