ICAHN ENTERPRISES L.P. - IEP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ICAHN CARL C | History | No change | 549,400,539 | 4,147,974 | 48.49% | 49.12% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,672,922 | 42,830 | 0.0% | 0.0% | 2 | +1,715,904 | 43.36% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,687,781 | 20,292 | 0.0% | 0.0% | 3 | -1,095,099 | -28.95% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | New | 844,500 | 6,375 | 0.06% | — | 4 | +844,500 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 804,009 | 6,070 | 0.0% | 0.0% | 5 | +21,373 | 2.73% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 581,123 | 4,387 | 0.0% | 0.0% | 6 | +36,386 | 6.68% | Q1 2026 | May 15, 2026 |
| Soviero Asset Management, LP | History | New | 450,000 | 3,397 | 1.7% | — | 7 | +450,000 | New | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 407,898 | 3,079 | 0.01% | 0.03% | 8 | -1,962,835 | -82.79% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Added to | 389,771 | 2,942 | 0.04% | 0.02% | 9 | +210,564 | 117.5% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 371,536 | 2,805 | 0.0% | 0.0% | 10 | +18,830 | 5.34% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 291,400 | 2,200 | 0.0% | 0.0% | 11 | -417,022 | -58.87% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 172,930 | 1,305 | 0.0% | 0.0% | 12 | -270 | -0.16% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 161,869 | 1,222 | 0.0% | 0.0% | 13 | +19,561 | 13.75% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 159,495 | 1,204 | 0.0% | — | 14 | +159,495 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 132,989 | 1,004 | 0.0% | 0.0% | 15 | -14,893 | -10.07% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 131,828 | 995 | 0.0% | 0.0% | 16 | +22,474 | 20.55% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 108,724 | 820 | 0.0% | 0.0% | 17 | +81,637 | 301.39% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 107,022 | 808 | 0.0% | 0.0% | 18 | -69,867 | -39.5% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 77,951 | 588 | 0.01% | 0.0% | 19 | +59,293 | 317.79% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 67,480 | 509 | 0.0% | 0.0% | 20 | +37,275 | 123.41% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 61,284 | 462 | 0.0% | 0.0% | 21 | +7,468 | 13.88% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 60,205 | 454 | 0.0% | 0.0% | 22 | +4,936 | 8.93% | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 54,847 | 414 | 0.03% | — | 23 | +54,847 | New | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 47,069 | 355 | 0.02% | 0.02% | 24 | -874 | -1.82% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 44,386 | 335 | 0.0% | 0.0% | 25 | -2,030 | -4.37% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,880 | 324 | 0.0% | 0.0% | 26 | +3,000 | 7.52% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 42,005 | 317 | 0.0% | 0.0% | 27 | -302 | -0.71% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | New | 41,893 | 316 | 0.0% | — | 28 | +41,893 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 37,200 | 280 | 0.0% | 0.0% | 29 | -335,990 | -90.03% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 34,000 | 256 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 32,804 | 248 | 0.0% | 0.0% | 31 | +2,125 | 6.93% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 30,862 | 233 | 0.03% | 0.03% | 32 | -2,471 | -7.41% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 30,000 | 227 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 30,000 | 226 | 0.0% | 0.0% | 34 | +16,000 | 114.29% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,175 | 217 | 0.0% | 0.0% | 35 | -1,205 | -4.1% | Q1 2026 | Apr 08, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 28,244 | 213 | 0.32% | 0.24% | 36 | +7,157 | 33.94% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | New | 27,326 | 206 | 0.01% | — | 37 | +27,326 | New | Q1 2026 | May 12, 2026 |
| Stablepoint Partners, LLC | History | No change | 27,032 | 204 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 26,981 | 203 | 0.01% | 0.01% | 39 | -15 | -0.06% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | No change | 26,562 | 200 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Accuvest Global Advisors | History | Reduced | 26,208 | 198 | 0.18% | 0.16% | 41 | -2,643 | -9.16% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Added to | 25,447 | 192 | 0.01% | 0.01% | 43 | +7,921 | 45.2% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,495 | 192 | 0.0% | 0.0% | 42 | +4,582 | 21.91% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,058 | 189 | 0.0% | 0.0% | 44 | -1,108 | -4.23% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 24,008 | 181 | 0.0% | 0.0% | 46 | +2,622 | 12.26% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 24,086 | 181 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 21,400 | 161 | 0.07% | 0.09% | 47 | -5,136 | -19.35% | Q1 2026 | May 14, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 21,195 | 160 | 0.17% | 0.16% | 48 | +2,396 | 12.75% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | No change | 20,467 | 154 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IMC-Chicago, LLC | History | Reduced | 19,500 | 147 | 0.0% | 0.0% | 50 | -43,000 | -68.8% | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Added to | 19,280 | 145 | 0.02% | 0.02% | 51 | +2,250 | 13.21% | Q1 2026 | Apr 21, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | New | 18,500 | 139 | 0.01% | — | 53 | +18,500 | New | Q1 2026 | Apr 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 18,537 | 139 | 0.05% | 0.05% | 52 | -2,300 | -11.04% | Q1 2026 | Apr 09, 2026 |
| PSI Advisors, LLC | History | Reduced | 18,356 | 138 | 0.03% | 0.03% | 54 | -65 | -0.35% | Q1 2026 | May 14, 2026 |
| Corps Capital Advisors, LLC | History | No change | 16,454 | 124 | 0.11% | 0.13% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 14,535 | 117 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sankala Group LLC | History | Added to | 15,000 | 113 | 0.09% | 0.09% | 57 | +1,500 | 11.11% | Q1 2026 | Mar 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,279 | 107 | 0.0% | 0.0% | 58 | +9,657 | 208.94% | Q1 2026 | Apr 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 14,098 | 106 | 0.01% | 0.01% | 59 | -24 | -0.17% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 13,155 | 99 | 0.01% | 0.02% | 60 | -2,288 | -14.82% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,224 | 99 | 0.0% | 0.0% | 61 | +203 | 1.56% | Q1 2026 | Apr 15, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 13,065 | 98 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAZ INVESTMENTS LP | History | No change | 12,717 | 96 | 0.11% | 0.17% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,086 | 91 | 0.0% | 0.0% | 64 | +500 | 4.32% | Q1 2026 | May 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 11,350 | 85 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,876 | 82 | 0.0% | 0.0% | 66 | -14,836 | -57.7% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 10,984 | 82 | 0.0% | — | 67 | +10,984 | New | Q1 2026 | Apr 23, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 10,563 | 79 | 0.04% | 0.05% | 68 | -12 | -0.11% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 10,206 | 77 | 0.0% | 0.0% | 69 | +5,000 | 96.04% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 10,100 | 76 | 0.0% | 0.0% | 70 | +2,300 | 29.49% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 8,141 | 61 | 0.0% | 0.0% | 71 | +5,220 | 178.71% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7,695 | 57 | 0.0% | 0.0% | 72 | -160 | -2.04% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,344 | 55 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,482 | 48 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 6,243 | 47 | 0.0% | — | 75 | +6,243 | New | Q1 2026 | May 19, 2026 |
| Spire Wealth Management | History | Reduced | 5,500 | 41 | 0.0% | 0.0% | 76 | -1,060 | -16.16% | Q1 2026 | Apr 22, 2026 |
| Anfield Capital Management, LLC | History | No change | 5,313 | 40 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,151 | 38 | 0.0% | 0.0% | 78 | +3,861 | 299.3% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 4,557 | 34 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,401 | 33 | 0.0% | 0.0% | 80 | -3,200 | -42.1% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 3,139 | 23 | 0.0% | 0.0% | 81 | -2 | -0.06% | Q1 2026 | May 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 2,700 | 20 | 0.0% | 0.0% | 82 | -655 | -19.52% | Q1 2026 | Apr 30, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 2,601 | 19 | 0.01% | 0.01% | 83 | -1 | -0.04% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,361 | 18 | 0.0% | 0.02% | 84 | -33,526 | -93.42% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,129 | 16 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,032 | 15 | 0.01% | 0.0% | 86 | +1,000 | 96.9% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,753 | 13 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,160 | 8 | 0.0% | 0.0% | 88 | -57 | -4.68% | Q1 2026 | Apr 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 832 | 6 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bangor Savings Bank | History | No change | 730 | 5 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 266 | 2 | 0.0% | 0.0% | 92 | +115 | 76.16% | Q1 2026 | May 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 342 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | No change | 303 | 2 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 382 | 1 | 0.0% | 0.0% | 97 | +161 | 72.85% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 137 | 1 | 0.0% | — | 99 | +112 | 448.0% | Q1 2026 | May 12, 2026 |
| NVWM, LLC | History | Reduced | 173 | 1 | 0.0% | 0.0% | 98 | -23 | -11.73% | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | No change | 200 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 85 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 257 | 1 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| American Capital Advisory, LLC | History | No change | 236 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | No change | 153 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -110,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -58,900 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -41,505 | -100.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -38,142 | -100.0% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,299 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,500 | -100.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,673 | -100.0% | Q1 2026 | May 05, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,220 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -792 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -606 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -458 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -103 | -100.0% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clayton Financial Group LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |