COLUMBUS MCKINNON CORP - CMCO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 2,457,542 37,182 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 1,918,727 29,028 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,268,272 19,187 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,216,407 18,404 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
Blue Grotto Capital, LLC History No change 1,007,070 15,236 1.27% 1.27% 5 0 0.0% Q2 2026 Aug 03, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 877,915 13,282 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 14, 2026
Stanley Capital Management, LLC History No change 855,000 12,936 1.71% 1.71% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 747,733 11,316 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
Diameter Capital Partners LP History No change 715,783 10,829 0.87% 0.87% 9 0 0.0% Q2 2026 Aug 14, 2026
CastleKnight Management LP History No change 715,400 10,824 0.15% 0.15% 10 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 684,020 10,350 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 663,076 10,032 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 618,345 9,355 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 22, 2026
HEARTLAND ADVISORS INC History No change 544,750 8,242 0.37% 0.37% 14 0 0.0% Q2 2026 Aug 11, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 534,610 8,088 1.71% 1.71% 15 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 523,208 7,916 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 514,907 7,790 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 454,794 6,881 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 420,310 6,359 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 04, 2026
First Eagle Investment Management, LLC History No change 412,036 6,234 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 05, 2026
BERNZOTT CAPITAL ADVISORS History No change 397,294 6,011 2.41% 2.41% 21 0 0.0% Q2 2026 Jul 21, 2026
MARSHALL WACE, LLP History No change 324,297 4,906 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 280,877 4,249 0.0% 0.0% 23 0 0.0% Q2 2026 Sep 02, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 278,316 4,210 0.55% 0.55% 24 0 0.0% Q2 2026 Aug 06, 2026
SEGALL BRYANT & HAMILL, LLC History No change 276,238 4,179 0.05% 0.05% 25 0 0.0% Q2 2026 Aug 12, 2026
LSV ASSET MANAGEMENT History No change 271,346 4,105 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 265,105 4,011 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 242,466 3,668 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 242,396 3,667 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 06, 2026
Front Street Capital Management, Inc. History No change 229,573 3,473 0.39% 0.39% 30 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 212,466 3,214 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 210,322 3,182 0.06% 0.06% 32 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 204,935 3,100 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 201,538 3,049 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
CM Management, LLC History No change 200,000 3,026 1.92% 1.92% 35 0 0.0% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History No change 197,180 2,983 0.12% 0.12% 36 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 189,601 2,868 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 156,232 2,363 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 149,209 2,257 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
RBF Capital, LLC History No change 143,200 2,166 0.09% 0.09% 40 0 0.0% Q2 2026 Aug 14, 2026
ISTHMUS PARTNERS, LLC History No change 134,697 2,037 0.2% 0.2% 41 0 0.0% Q2 2026 Jul 20, 2026
FRANKLIN RESOURCES INC History No change 130,498 1,974 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 108,889 1,647 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 102,063 1,544 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Legato Capital Management LLC History No change 93,433 1,413 0.12% 0.12% 45 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 92,807 1,404 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 90,928 1,375 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 87,536 1,324 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 85,138 1,288 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 82,842 1,253 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 07, 2026
Numerai GP LLC History No change 82,561 1,249 0.1% 0.1% 51 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 84,863 1,231 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 80,983 1,225 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 79,648 1,205 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 77,591 1,173 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 77,287 1,169 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 76,510 1,157 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
Palogic Value Management, L.P. History No change 75,102 1,136 0.37% 0.37% 58 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 75,046 1,135 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Odyssean, LLC History No change 73,022 1,104 0.18% 0.18% 60 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 71,887 1,087 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 69,382 1,049 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Polar Asset Management Partners Inc. History No change 68,600 1,037 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 62,255 942 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 62,203 941 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 60,643 917 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 04, 2026
Walleye Capital LLC History No change 60,548 916 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 03, 2026
IEQ CAPITAL, LLC History No change 59,126 894 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 58,058 878 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 53,933 797 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Pacific Ridge Capital Partners, LLC History No change 52,197 789 0.14% 0.14% 71 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 51,500 779 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 50,175 759 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 47,895 724 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 47,765 722 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 46,546 704 0.17% 0.17% 76 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 45,537 688 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
READYSTATE ASSET MANAGEMENT LP History No change 44,632 675 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 14, 2026
SummerHaven Investment Management, LLC History No change 43,525 658 0.35% 0.35% 79 0 0.0% Q2 2026 Jul 21, 2026
RHUMBLINE ADVISERS History No change 37,318 564 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 35,524 537 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 31,981 483 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 31,379 474 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 31,590 459 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
K2 PRINCIPAL FUND, L.P. History No change 30,000 453 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 28,993 438 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 19, 2026
Voleon Capital Management LP History No change 27,370 414 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 26,074 394 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 28,211 373 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 15, 2026
Mariner, LLC History No change 23,777 359 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
CAXTON ASSOCIATES LLP History No change 22,574 341 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 21,587 326 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 06, 2026
Aquatic Capital Management LLC History No change 20,098 304 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 19,714 298 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 19,687 297 0.01% 0.01% 95 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 19,325 292 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 19,139 289 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 18,290 276 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 17,980 272 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 16,621 251 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 03, 2026
Cerity Partners LLC History No change 15,805 239 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 15,446 233 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 15,095 228 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 14,544 220 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 14,375 217 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 13,891 210 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 31, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 13,446 203 0.06% 0.06% 107 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 14,002 201 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 12, 2026
Jain Global LLC History No change 10,600 160 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 10,270 155 0.09% 0.09% 110 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,538 129 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 29, 2026
SIMPLEX TRADING, LLC History No change 8,506 128 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,231 109 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History No change 6,133 92 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 10, 2026
State of Wyoming History No change 4,330 65 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 3,602 54 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Palouse Capital Management, Inc. History No change 3,097 46 0.03% 0.03% 117 0 0.0% Q2 2026 Jul 08, 2026
Legal & General Group Plc History No change 2,911 44 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 2,800 42 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
High Note Wealth, LLC History No change 2,819 42 0.01% 0.01% 120 0 0.0% Q2 2026 Jul 23, 2026
Wilmington Savings Fund Society, FSB History No change 2,500 37 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Investment Partners, Inc. History No change 2,340 35 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
LOM Asset Management Ltd History No change 2,150 32 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 1,752 26 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,659 25 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,527 23 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,492 22 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History No change 1,505 22 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 20, 2026
RMG Wealth Management LLC History No change 887 17 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 993 15 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 23, 2026
Quantbot Technologies LP History No change 1,024 15 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,000 15 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 932 14 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 24, 2026
NATIXIS History No change 831 12 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 830 12 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 07, 2026
Essential Partners LLC History No change 849 12 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History No change 746 11 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History No change 678 10 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History No change 715 10 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 688 9 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 610 9 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 565 8 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 517 8 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 578 8 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 28, 2026
MEEDER ASSET MANAGEMENT INC History No change 476 7 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 489 7 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 349 5 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 395 5 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 24, 2026
Smartleaf Asset Management LLC History No change 407 5 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Reduced 268 4 0.0% 0.0% 151 -408 -60.36% Q3 2026 Oct 01, 2026
ROTHSCHILD INVESTMENT LLC History No change 300 4 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 221 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 220 3 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 256 3 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 209 3 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 153 2 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 05, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 157 2 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 158 2 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 148 2 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 06, 2026
Rialto Wealth Management, LLC History No change 166 2 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 137 2 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 101 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 128 1 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 21, 2026
Optiver Holding B.V. History No change 127 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 89 1 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Family Office, LLC History No change 106 1 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 20, 2026
Silver Grove Financial Group, Inc. History No change 129 1 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 79 1 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 26 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 36 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
NewEdge Advisors, LLC History No change 29 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 36 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
SBI Securities Co., Ltd. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Caitong International Asset Management Co., Ltd History No change 21 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Wealth Enhancement Trust Services, Inc. History No change 59 0 — — — 0 0.0% Q2 2026 Jul 22, 2026