Elme Communities - ELME
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | No change | 7,501,036 | 10,876 | 0.26% | 0.26% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trium Capital LLP | History | No change | 3,351,292 | 4,959 | 3.05% | 3.05% | 2 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,917,483 | 4,317 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,747,722 | 4,066 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 2,619,247 | 3,876 | 0.93% | 0.93% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newtyn Management, LLC | History | No change | 2,500,000 | 3,700 | 0.46% | 0.46% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,433,911 | 3,602 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 2,300,000 | 3,404 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,196,199 | 3,250 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 2,150,804 | 3,183 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,051,315 | 3,035 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 2,045,358 | 3,027 | 0.2% | 0.2% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, LLP | History | No change | 2,000,000 | 2,960 | 0.65% | 0.65% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Irenic Capital Management LP | History | No change | 1,909,557 | 2,826 | 0.14% | 0.14% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STONEHILL CAPITAL MANAGEMENT LLC | History | No change | 1,823,835 | 2,699 | 0.77% | 0.77% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 1,625,516 | 2,405 | 0.15% | 0.15% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Yakira Capital Management, Inc. | History | No change | 1,536,103 | 2,273 | 0.65% | 0.65% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 1,287,870 | 1,906 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,200,701 | 1,777 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DLD Asset Management, LP | History | No change | 1,095,772 | 1,621 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewGen Asset Management Ltd | History | No change | 1,041,833 | 1,541 | 0.63% | 0.63% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 963,139 | 1,425 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 961,056 | 1,422 | 1.1% | 1.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maven Securities LTD | History | No change | 884,833 | 1,309 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marble Bar Asset Management LLP | History | No change | 870,102 | 1,287 | 0.89% | 0.89% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 827,354 | 1,224 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 798,929 | 1,182 | 0.17% | 0.17% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 763,400 | 1,129 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JBF Capital, Inc. | History | No change | 750,000 | 1,110 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 747,592 | 1,106 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 742,997 | 1,099 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 703,959 | 1,041 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | No change | 687,800 | 1,017 | 0.37% | 0.37% | 33 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FMR LLC | History | No change | 672,749 | 995 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vazirani Asset Management LLC | History | No change | 650,000 | 962 | 4.73% | 4.73% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 592,475 | 876 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 456,779 | 662 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 409,671 | 606 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 400,000 | 592 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Maple Capital Management LP | History | No change | 314,632 | 465 | 0.26% | 0.26% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 282,825 | 418 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argosy-Lionbridge Management, LLC | History | No change | 276,777 | 409 | 0.26% | 0.26% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 259,272 | 383 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carlson Capital, L.P. | History | No change | 250,000 | 370 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 249,030 | 368 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 248,356 | 367 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 237,789 | 351 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Worth Venture Partners, LLC | History | No change | 231,500 | 342 | 0.77% | 0.77% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 225,904 | 334 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 185,424 | 274 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 167,400 | 247 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 161,030 | 238 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 150,000 | 222 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERISCOPE CAPITAL INC. | History | No change | 140,000 | 207 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 131,769 | 195 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 124,413 | 184 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 122,029 | 180 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 108,390 | 160 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 88,229 | 130 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 71,512 | 105 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 69,677 | 103 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 69,029 | 102 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 61,189 | 90 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 60,600 | 89 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 50,000 | 74 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 40,965 | 61 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | No change | 40,005 | 59 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 39,284 | 58 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 36,034 | 53 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 34,602 | 51 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 34,075 | 50 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 32,202 | 47 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 30,776 | 45 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Handelsbanken Fonder AB | History | No change | 30,483 | 45 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WOODSTOCK CORP | History | No change | 20,380 | 35 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 22,644 | 33 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yoffe Investment Management, LLC | History | No change | 21,736 | 32 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | No change | 21,027 | 31 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 20,316 | 30 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 20,000 | 29 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KBC Group NV | History | No change | 19,673 | 29 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS SECURITIES LLC | History | No change | 20,018 | 29 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 20,009 | 29 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 19,040 | 28 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 19,364 | 28 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 18,705 | 27 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 18,155 | 26 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 15,766 | 23 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | No change | 15,547 | 23 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 14,461 | 21 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 14,797 | 21 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 14,087 | 20 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 13,620 | 20 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 12,960 | 19 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 12,657 | 18 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 12,504 | 18 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 12,216 | 18 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 11,956 | 17 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,091 | 16 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,212 | 15 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,602 | 15 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,106 | 14 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Algorithmic Investment Models, LLC | History | No change | 10,000 | 14 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,208 | 12 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,740 | 9 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,883 | 7 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,000 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 3,901 | 5 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,728 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,893 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,000 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,231 | 3 | 0.0% | 0.0% | 115 | -986 | -30.65% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,511 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,131 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,607 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,698 | 2 | 0.0% | 0.0% | 119 | -1,033 | -37.82% | Q3 2026 | Oct 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,366 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,740 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,698 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 879 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,300 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 400 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 1,308 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 1,288 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spire Wealth Management | History | No change | 1,060 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,103 | -100.0% | Q3 2026 | Oct 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,090 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 203 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 290 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 167 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PROFFITT & GOODSON INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EASTERN BANK | History | No change | 210 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| North Star Investment Management Corp. | History | No change | 425 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 273 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 174 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inspire Investing, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silicon Valley Capital Partners | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Larson Financial Group LLC | History | No change | 209 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 415 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 557 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 171 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighMark Wealth Management LLC | History | No change | 347 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 515 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bare Financial Services, Inc | History | No change | 410 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 297 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 451 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |