Cronos Group Inc. - CRON

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
D. E. Shaw & Co., Inc. History No change 8,840,503 24,552 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 14, 2026
Chescapmanager LLC History No change 7,942,737 22,080 1.88% 1.88% 2 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,204,572 10,575 0.0% 0.0% 3 +156,318 5.13% Q3 2026 Nov 04, 2026
Tidal Investments LLC History No change 3,767,849 10,474 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History Added to 1,873,116 6,184 0.01% 0.01% 5 +276,077 17.29% Q3 2026 Nov 02, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,992,855 5,527 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,742,149 4,843 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,452,175 4,037 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 1,383,299 3,820 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 1,278,285 3,553 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 02, 2026
MMCAP International Inc. SPC History No change 999,490 2,778 0.24% 0.24% 11 0 0.0% Q2 2026 Aug 14, 2026
Quinn Opportunity Partners LLC History No change 969,033 2,693 0.12% 0.12% 12 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 890,051 2,474 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 819,399 2,277 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 810,163 2,252 0.16% 0.16% 15 0 0.0% Q2 2026 Aug 14, 2026
Pillsbury Lake Capital LLC History No change 810,163 2,252 0.61% 0.61% 16 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Reduced 561,946 1,854 0.0% 0.0% 17 -258,682 -31.52% Q3 2026 Nov 04, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 655,972 1,823 0.11% 0.11% 18 0 0.0% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History No change 641,680 1,783 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 577,274 1,604 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 543,236 1,510 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 508,976 1,414 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 490,530 1,364 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 05, 2026
AdvisorShares Investments LLC History No change 482,394 1,341 0.16% 0.16% 24 0 0.0% Q2 2026 Aug 11, 2026
CDC Financial, Inc. History No change 433,133 1,204 0.5% 0.5% 25 0 0.0% Q2 2026 Aug 14, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 390,000 1,077 0.56% 0.56% 26 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 382,200 1,053 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History Added to 311,527 1,031 0.0% 0.0% 28 +62,450 25.07% Q3 2026 Nov 04, 2026
IMC-Chicago, LLC History No change 338,100 939 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History No change 330,147 917 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 311,947 867 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 310,997 864 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 304,527 846 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
Parallax Volatility Advisers, L.P. History No change 300,000 834 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Formidable Asset Management, LLC History Added to 205,125 570 0.08% 0.08% 35 +1,700 0.84% Q3 2026 Nov 03, 2026
Baader Bank Aktiengesellschaft History No change 200,000 552 0.04% 0.04% 36 0 0.0% Q2 2026 Jul 23, 2026
SIG North Trading, ULC History No change 178,668 496 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 175,368 484 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Kerrisdale Advisers, LLC History No change 171,886 477 0.12% 0.12% 39 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History New 141,699 467 0.04% — 40 +141,699 New Q3 2026 Oct 28, 2026
BANK OF AMERICA CORP /DE/ History No change 157,631 438 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 137,738 380 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 135,956 375 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 129,956 361 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 127,364 354 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 12, 2026
Leonteq Securities AG History Reduced 73,166 343 0.01% 0.01% 46 -6,203 -7.82% Q3 2026 Oct 29, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 120,000 333 0.08% 0.08% 47 0 0.0% Q2 2026 Nov 03, 2026
Main Street Financial Solutions, LLC History No change 100,470 279 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 96,262 266 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 93,986 261 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 06, 2026
WINTON GROUP Ltd History No change 92,622 257 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 87,123 240 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 11, 2026
PEAK6 LLC History No change 81,600 226 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 80,417 223 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 75,949 209 0.0% 0.0% 55 0 0.0% Q2 2026 Jul 23, 2026
ALLIANCEBERNSTEIN L.P. History No change 83,031 208 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 73,791 205 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History No change 73,063 203 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 61,207 169 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
Quad-Cities Investment Group, LLC History Reduced 50,000 165 0.06% 0.1% 61 -50,000 -50.0% Q3 2026 Oct 15, 2026
Madrona Financial Services, LLC History No change 50,000 165 0.03% 0.03% 60 0 0.0% Q3 2026 Oct 23, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 56,145 155 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 17, 2026
DRW Securities, LLC History No change 53,600 149 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Virtu Financial LLC History No change 48,089 134 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
Shay Capital LLC History No change 47,198 131 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
CANNELL CAPITAL LLC History No change 43,726 121 0.08% 0.08% 66 0 0.0% Q2 2026 Aug 18, 2026
Squarepoint Ops LLC History No change 42,661 118 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 34,107 112 0.0% 0.0% 68 -5,609 -14.12% Q3 2026 Nov 02, 2026
Marathon Trading Investment Management LLC History No change 38,200 106 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
Cedar Wealth Management, LLC History No change 37,935 105 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History Added to 30,629 101 0.0% 0.0% 71 +1,364 4.66% Q3 2026 Nov 02, 2026
Chicago Partners Investment Group LLC History Added to 29,601 99 0.0% 0.0% 72 +6,200 26.49% Q3 2026 Oct 26, 2026
Mraz, Amerine & Associates, Inc. History No change 29,825 98 0.02% 0.01% 73 0 0.0% Q3 2026 Oct 30, 2026
Kazazian Asset Management, LLC History Reduced 29,214 96 0.08% 0.1% 74 -10,000 -25.5% Q3 2026 Nov 02, 2026
OSAIC HOLDINGS, INC. History No change 33,766 93 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 31,553 87 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 03, 2026
J. Safra Sarasin Holding AG History Reduced 26,113 86 0.0% 0.0% 77 -3,799 -12.7% Q3 2026 Oct 26, 2026
Cerity Partners LLC History No change 30,573 84 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 30,005 83 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 27, 2026
Private Advisor Group, LLC History No change 29,697 82 0.0% 0.0% 80 0 0.0% Q2 2026 Jul 27, 2026
Spark Investment Management LLC History No change 28,000 77 0.15% 0.15% 81 0 0.0% Q2 2026 Aug 10, 2026
Pictet Asset Management Holding SA History Reduced 22,574 74 0.0% 0.0% 82 -4,500 -16.62% Q3 2026 Nov 03, 2026
Apollon Wealth Management, LLC History No change 21,728 71 0.0% 0.0% 83 0 0.0% Q3 2026 Oct 23, 2026
Empirical Asset Management, LLC History No change 25,000 69 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 20,681 68 0.0% 0.0% 87 -4,637 -18.32% Q3 2026 Nov 02, 2026
JONES FINANCIAL COMPANIES LLLP History No change 24,351 68 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 24,728 68 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 11, 2026
Oasis Management Co Ltd. History No change 22,806 63 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
OXFORD ASSET MANAGEMENT LLP History No change 22,491 62 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 17,908 57 0.0% 0.0% 90 +1,608 9.87% Q3 2026 Nov 02, 2026
Cetera Investment Advisers History No change 19,326 53 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 18,550 51 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Merited Wealth, LLC History New 15,327 50 0.03% — 93 +15,327 New Q3 2026 Oct 13, 2026
Swiss Life Asset Management Ltd History Added to 15,031 49 0.0% 0.0% 96 +854 6.02% Q3 2026 Nov 03, 2026
ROYAL BANK OF CANADA History No change 17,651 49 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Sageworth Trust Co History No change 15,000 49 0.0% 0.0% 95 0 0.0% Q3 2026 Oct 30, 2026
SFMG, LLC History No change 17,622 48 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
Vontobel Holding Ltd. History No change 13,000 42 0.0% 0.0% 98 0 0.0% Q3 2026 Oct 16, 2026
SBI Securities Co., Ltd. History Reduced 12,558 41 0.0% 0.0% 100 -531 -4.06% Q3 2026 Oct 21, 2026
Caprock Group, LLC History No change 15,000 41 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 27, 2026
TUDOR INVESTMENT CORP ET AL History No change 14,294 39 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 12,252 39 0.0% 0.0% 102 0 0.0% Q3 2026 Oct 16, 2026
Valeo Financial Advisors, LLC History No change 11,125 36 0.0% 0.0% 103 0 0.0% Q3 2026 Oct 08, 2026
Federation des caisses Desjardins du Quebec History No change 13,139 36 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History Reduced 10,623 35 0.0% 0.0% 105 -9,000 -45.86% Q3 2026 Oct 16, 2026
SG Americas Securities, LLC History No change 12,021 33 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History No change 12,113 33 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 11,108 31 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 10,661 29 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
CANADA LIFE ASSURANCE Co History No change 10,570 29 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 10,450 29 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 10,700 29 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 14, 2026
PFS Partners, LLC History No change 8,950 29 0.01% 0.01% 113 0 0.0% Q3 2026 Oct 21, 2026
Pure Financial Advisors, LLC History No change 10,117 28 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 10,267 28 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 8,304 23 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 6,000 16 0.0% 0.0% 117 0 0.0% Q2 2026 Sep 08, 2026
FNY Investment Advisers, LLC History Added to 3,060 9 0.0% 0.0% 120 +2,000 188.68% Q3 2026 Oct 16, 2026
JPMORGAN CHASE & CO History No change 3,433 9 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,564 9 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 3,436 9 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 12, 2026
Westside Investment Management, Inc. History No change 2,600 8 0.0% 0.0% 122 0 0.0% Q3 2026 Nov 02, 2026
Rockefeller Capital Management L.P. History No change 3,185 8 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
HighMark Wealth Management LLC History No change 3,000 8 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 2,568 7 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,500 6 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History No change 2,000 6 0.0% 0.0% 127 0 0.0% Q3 2026 Oct 08, 2026
Global Retirement Partners, LLC History No change 2,200 6 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 06, 2026
Ascentis Independent Advisors History New 1,751 5 0.0% — 134 +1,751 New Q3 2026 Nov 03, 2026
IFP Advisors, Inc History Reduced 1,800 5 0.0% 0.0% 131 -500 -21.74% Q3 2026 Oct 16, 2026
TRUST CO OF VERMONT History No change 1,613 5 0.0% 0.0% 129 0 0.0% Q3 2026 Oct 21, 2026
Arax Advisory Partners History No change 1,804 5 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 10, 2026
Addison Advisors LLC History No change 1,800 5 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
Aventura Private Wealth, LLC History No change 1,920 5 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 15, 2026
Farther Finance Advisors, LLC History Reduced 1,357 4 0.0% 0.0% 138 -347 -20.36% Q3 2026 Oct 08, 2026
SIGNATUREFD, LLC History No change 1,500 4 0.0% 0.0% 135 0 0.0% Q3 2026 Oct 23, 2026
EverSource Wealth Advisors, LLC History No change 1,485 4 0.0% 0.0% 136 0 0.0% Q3 2026 Nov 04, 2026
Piscataqua Savings Bank History No change 1,330 4 0.0% 0.0% 137 0 0.0% Q3 2026 Oct 21, 2026
Heritage Wealth Advisors History No change 1,380 3 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 1,000 3 0.0% 0.0% 140 0 0.0% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History Added to 742 2 0.0% — 144 +691 1354.9% Q3 2026 Nov 03, 2026
Atlantic Union Bankshares Corp History No change 800 2 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
BARRETT & COMPANY, INC. History No change 750 2 0.0% 0.0% 142 0 0.0% Q3 2026 Oct 22, 2026
Cheviot Value Management, LLC History No change 900 2 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 640 2 0.0% 0.0% 145 0 0.0% Q3 2026 Oct 29, 2026
Aberdeen Wealth Management LLC History No change 1,000 2 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 1,000 2 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 1,000 2 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
BFC Planning, Inc. History No change 870 2 0.0% 0.0% 149 0 0.0% Q2 2026 Oct 29, 2026
US BANCORP \DE\ History No change 600 1 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 575 1 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 381 1 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History No change 517 1 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 21, 2026
Tidemark, LLC History No change 400 1 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Wealth Management, LLC History No change 522 1 0.0% 0.0% 155 0 0.0% Q3 2026 Nov 03, 2026
Comprehensive Financial Planning, Inc./PA History No change 396 1 0.0% 0.0% 156 0 0.0% Q3 2026 Oct 27, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 330 1 0.0% — 157 0 0.0% Q3 2026 Oct 15, 2026
Allied Private Wealth LLC History No change 525 1 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 09, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -2,000 -100.0% Q3 2026 Oct 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 221 0 — 0.0% — -978 -81.57% Q3 2026 Oct 29, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -500 -100.0% Q3 2026 Oct 13, 2026
Cassaday & Co Wealth Management LLC History Closed out 0 0 — 0.0% — -400 -100.0% Q3 2026 Oct 27, 2026
GK Wealth Management LLC History New 250 0 — — — +250 New Q3 2026 Oct 09, 2026
William Mack & Associates, Inc. History New 237 0 — — — +237 New Q3 2026 Oct 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 200 0 — — — +200 New Q3 2026 Oct 30, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — — — -200 -100.0% Q3 2026 Oct 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 — — — -200 -100.0% Q3 2026 Oct 20, 2026
GHP Investment Advisors, Inc. History New 50 0 — — — +50 New Q3 2026 Oct 15, 2026
Axiom Investment Management LLC History Closed out 0 0 — — — -33 -100.0% Q3 2026 Nov 03, 2026
ROTHSCHILD INVESTMENT LLC History No change 62 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 100 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Clearstead Advisors, LLC History No change 200 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 10 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
RHUMBLINE ADVISERS History No change 355 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 300 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
Johnson Financial Group, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 62 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Hurley Capital, LLC History No change 125 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Cypress Capital Management LLC (WY) History No change 100 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 79 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
Russell Investments Group, Ltd. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 119 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Tower View Wealth Management LLC History No change 100 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Triumph Capital Management History No change 6 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
Larson Financial Group LLC History No change 100 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Prestige Wealth Management Group LLC History No change 345 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 100 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Physician Wealth Advisors, Inc. History No change 255 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
Archer Investment Corp History No change 108 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
DHJJ Financial Advisors, Ltd. History No change 200 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Continuum Advisory, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 200 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
City State Bank History No change 100 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
Financial Perspectives, Inc History No change 45 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Caitlin John, LLC History No change 33 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
BlackRock, Inc. History No change 170 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 20 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Ankerstar Wealth, LLC History No change 80 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 260 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Napier Financial, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Keating Financial Advisory Services, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Key Capital Management, INC History No change 200 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 130 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026