KOPIN CORP - KOPN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
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 Added to 12,327,763 28,846 0.0% 0.0% 1 +2,617,907 26.96% Q4 2025 Feb 12, 2026
AWM Investment Company, Inc. History Reduced 11,844,812 27,716 2.68% 2.98% 2 -1,629,675 -12.09% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 11,119,885 26,020 0.0% 0.0% 3 +7,687,358 223.96% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Added to 10,833,845 25,351 0.0% 0.0% 4 +1,457,581 15.55% Q4 2025 Jan 29, 2026
Telemark Asset Management, LLC History Added to 7,000,000 16,380 1.64% 1.15% 5 +2,000,000 40.0% Q4 2025 Feb 11, 2026
ROYCE & ASSOCIATES LP History Reduced 6,778,197 15,860 0.16% 0.18% 6 -840,480 -11.03% Q4 2025 Feb 09, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,306,623 10,079 0.0% 0.0% 7 +544,189 14.46% Q4 2025 Feb 09, 2026
FMR LLC History Added to 3,154,424 7,381 0.0% 0.0% 8 +2,944,158 1400.21% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,396,949 5,608 0.0% 0.0% 9 +193,249 8.77% Q4 2025 Feb 17, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Reduced 1,900,000 4,427 0.58% 0.65% 10 -100,000 -5.0% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,663,821 4,142 0.0% 0.0% 11 +481,268 40.7% Q4 2025 Feb 03, 2026
UBS Group AG History Added to 1,359,380 3,180 0.0% 0.0% 12 +390,404 40.29% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Added to 1,320,668 3,090 0.0% 0.0% 13 +81,000 6.53% Q4 2025 Feb 17, 2026
DnB Asset Management AS History Added to 1,294,368 3,028 0.01% 0.01% 14 +714,423 123.19% Q4 2025 Feb 05, 2026
Silverberg Bernstein Capital Management LLC History Added to 1,277,409 2,989 1.73% 1.77% 15 +75,400 6.27% Q4 2025 Jan 12, 2026
CenterBook Partners LP History New 1,249,928 2,924 0.14% 16 +1,249,928 New Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 1,111,229 2,600 0.0% 0.0% 17 +435,384 64.42% Q4 2025 Feb 12, 2026
Archon Capital Management LLC History Reduced 1,059,737 2,479 1.41% 1.61% 18 -50,000 -4.51% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 824,100 1,928 0.0% 0.0% 19 +340,363 70.36% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 822,270 1,924 0.0% 0.0% 20 +323,779 64.95% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 704,951 1,649 0.0% 0.0% 21 +594,546 538.51% Q4 2025 Feb 19, 2026
GOLDMAN SACHS GROUP INC History Reduced 539,963 1,263 0.0% 0.0% 22 -577,252 -51.67% Q4 2025 Mar 25, 2026
MORGAN STANLEY History Added to 527,290 1,233 0.0% 0.0% 23 +225,751 74.87% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 525,774 1,230 0.0% 0.0% 24 +16,841 3.31% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 519,979 1,216 0.0% 0.0% 25 +44,595 9.38% Q4 2025 Feb 13, 2026
Caption Management, LLC History Reduced 495,530 1,159 0.01% 0.01% 26 -57,304 -10.37% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 450,000 1,053 0.0% 27 +450,000 New Q4 2025 Feb 17, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 417,798 977 0.41% 0.44% 28 -1,097 -0.26% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 415,558 972 0.0% 0.0% 29 +351,416 547.87% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Added to 380,551 890 0.0% 0.0% 30 +44,368 13.2% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 301,347 705 0.0% 0.0% 31 +711 0.24% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Added to 298,733 699 0.0% 0.0% 32 +190,042 174.85% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Added to 293,000 685 0.0% 0.0% 33 +13,700 4.91% Q4 2025 Feb 17, 2026
WealthTrust Axiom LLC History Reduced 282,757 661 0.17% 0.26% 34 -117,729 -29.4% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 280,287 655 0.0% 0.0% 35 +52,496 23.05% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 258,251 604 0.0% 0.0% 36 -228,188 -46.91% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 251,746 589 0.0% 0.0% 37 -24,382 -8.83% Q4 2025 Feb 13, 2026
Informed Momentum Co LLC History Reduced 233,273 545 0.06% 0.1% 38 -135,326 -36.71% Q4 2025 Feb 12, 2026
Nuveen, LLC History Added to 215,922 505 0.0% 0.0% 39 +21,392 11.0% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Reduced 213,380 499 0.0% 0.0% 40 -1,122 -0.52% Q4 2025 Feb 11, 2026
Focused Wealth Management, Inc History Added to 212,444 497 0.05% 0.05% 41 +5,000 2.41% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 207,335 485 0.0% 0.0% 42 +100,935 94.86% Q4 2025 Feb 13, 2026
Inspire Investing, LLC History New 203,072 475 0.04% 43 +203,072 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 200,518 470 0.0% 0.0% 44 +9,921 5.21% Q4 2025 Feb 17, 2026
Marex Group plc History Added to 182,000 425 0.0% 0.0% 45 +120,894 197.84% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 172,697 404 0.0% 0.0% 46 +65,516 61.13% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History Added to 155,175 363 0.0% 0.0% 47 +5,902 3.95% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 154,253 360 0.0% 0.0% 48 -15,823 -9.3% Q4 2025 Feb 13, 2026
AMG National Trust Bank History No change 145,000 339 0.01% 0.01% 49 0 0.0% Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History New 139,730 326 0.0% 50 +139,730 New Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Reduced 139,638 326 0.0% 0.0% 51 -11,154 -7.4% Q4 2025 Feb 06, 2026
Sender Co & Partners, Inc. History Reduced 138,000 322 0.15% 0.09% 52 -185,908 -57.4% Q4 2025 Feb 17, 2026
Murphy Pohlad Asset Management LLC History No change 135,600 317 0.12% 0.13% 53 0 0.0% Q4 2025 Feb 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 88,560 301 0.0% 54 +88,560 New Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 125,469 293 0.0% 0.0% 55 +11,134 9.74% Q4 2025 Feb 17, 2026
Penbrook Management LLC History Reduced 114,975 269 0.19% 0.23% 56 -22,000 -16.06% Q4 2025 Jan 06, 2026
Summit Trail Advisors, LLC History No change 114,500 267 0.0% 0.0% 57 0 0.0% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 98,932 231 0.01% 0.0% 58 +56,450 132.88% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 95,992 224 0.0% 0.0% 59 -294,231 -75.4% Q4 2025 Feb 17, 2026
State of Wyoming History New 87,867 205 0.02% 60 +87,867 New Q4 2025 Feb 11, 2026
XTX Topco Ltd History Reduced 85,400 199 0.01% 0.02% 61 -73,839 -46.37% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 83,156 194 0.0% 0.0% 62 +9,194 12.43% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 75,707 177 0.0% 0.0% 63 -9,707 -11.36% Q4 2025 Jan 09, 2026
TORONTO DOMINION BANK History New 70,534 165 0.0% 64 +70,534 New Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 68,113 159 0.0% 0.0% 65 +7,971 13.25% Q4 2025 Feb 03, 2026
Caitong International Asset Management Co., Ltd History Added to 67,430 157 0.04% 0.03% 66 +49,778 282.0% Q4 2025 Mar 03, 2026
Diametric Capital, LP History New 66,952 156 0.04% 67 +66,952 New Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History No change 65,875 154 0.0% 0.0% 68 0 0.0% Q4 2025 Feb 09, 2026
GREENBERG FINANCIAL GROUP History New 61,000 142 0.06% 69 +61,000 New Q4 2025 Jan 22, 2026
MetLife Investment Management, LLC History Reduced 59,720 139 0.0% 0.0% 70 -19,351 -24.47% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 54,103 126 0.0% 71 +54,103 New Q4 2025 Feb 13, 2026
Aristides Capital LLC History New 54,044 126 0.02% 72 +54,044 New Q4 2025 Feb 26, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 50,418 117 0.0% 0.0% 74 -23,555 -31.84% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 50,300 117 0.0% 0.0% 73 0 0.0% Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 46,874 109 0.0% 0.0% 75 -1,596 -3.29% Q4 2025 Feb 03, 2026
First Bank & Trust History New 46,303 108 0.02% 76 +46,303 New Q4 2025 Jan 12, 2026
OPPENHEIMER & CO INC History Reduced 45,000 105 0.0% 0.0% 77 -18,000 -28.57% Q4 2025 Feb 02, 2026
CITIGROUP INC History Added to 43,093 100 0.0% 0.0% 78 +33,658 356.74% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 42,568 99 0.0% 0.0% 79 0 0.0% Q4 2025 Feb 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 41,698 97 0.0% 0.0% 80 0 0.0% Q4 2025 Feb 13, 2026
Creative Planning History Added to 40,261 94 0.0% 0.0% 81 +18,450 84.59% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 36,091 84 0.0% 0.0% 82 +5,129 16.57% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Added to 35,500 83 0.0% 0.0% 83 +14,500 69.05% Q4 2025 Feb 17, 2026
Virtu Financial LLC History Added to 30,926 72 0.0% 0.0% 84 +17,350 127.8% Q4 2025 Feb 23, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 30,713 71 0.0% 0.0% 85 +2,222 7.8% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 30,257 70 0.0% 0.0% 87 +11,557 61.8% Q4 2025 Feb 17, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 30,000 70 0.02% 0.02% 86 -2,500 -7.69% Q4 2025 Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 29,172 68 0.0% 88 +29,172 New Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History New 28,741 67 0.0% 89 +28,741 New Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 26,964 63 0.0% 90 +26,964 New Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History New 25,900 60 0.0% 91 +25,900 New Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 25,725 60 0.0% 0.0% 92 +13,198 105.36% Q4 2025 Feb 17, 2026
T3 Companies, LLC History New 24,500 57 0.07% 95 +24,500 New Q4 2025 Feb 11, 2026
Chicago Partners Investment Group LLC History Added to 20,128 57 0.0% 0.0% 93 +80 0.4% Q4 2025 Jan 28, 2026
O'Connor Financial Group LLC History No change 20,252 57 0.02% 0.02% 94 0 0.0% Q4 2025 Jan 26, 2026
Triasima Portfolio Management inc. History New 23,499 54 0.01% 96 +23,499 New Q4 2025 Feb 02, 2026
McAdam, LLC History Reduced 22,992 53 0.0% 0.02% 98 -115,190 -83.36% Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History No change 23,000 53 0.0% 0.0% 97 0 0.0% Q4 2025 Jan 21, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 20,748 48 0.0% 99 +20,748 New Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 20,870 48 0.0% 0.0% 100 +115 0.55% Q4 2025 Feb 13, 2026
Northside Capital Management, LLC History No change 20,000 46 0.0% 0.0% 101 0 0.0% Q4 2025 Jan 07, 2026
SageView Advisory Group, LLC History No change 20,000 46 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 19,507 45 0.0% 0.0% 103 +1,995 11.39% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 18,031 43 0.0% 105 +18,031 New Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 18,645 43 0.0% 0.0% 104 +2,003 12.04% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History Reduced 18,176 42 0.0% 0.0% 106 -22,604 -55.43% Q4 2025 Feb 13, 2026
Scientech Research LLC History New 17,024 39 0.02% 108 +17,024 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 17,035 39 0.0% 0.0% 107 +162 0.96% Q4 2025 Jan 26, 2026
Abbot Financial Management, Inc. History New 15,775 36 0.01% 109 +15,775 New Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 14,990 35 0.0% 0.0% 112 -7,220 -32.51% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 15,051 35 0.0% 0.0% 111 +71 0.47% Q4 2025 Feb 05, 2026
Ameritas Investment Partners, Inc. History No change 15,264 35 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 11, 2026
Schonfeld Strategic Advisors LLC History New 14,901 34 0.0% 113 +14,901 New Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 13,933 32 0.0% 0.0% 114 -2,000 -12.55% Q4 2025 Feb 06, 2026
XPONANCE LLC History Added to 13,614 31 0.0% 0.0% 115 +1,192 9.6% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 12,551 29 0.0% 0.0% 116 -831 -6.21% Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 11,851 27 0.0% 117 +11,851 New Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History New 11,515 26 0.0% 118 +11,515 New Q4 2025 Feb 17, 2026
NWAM LLC History No change 10,000 26 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 04, 2026
CHOREO, LLC History No change 11,600 26 0.0% 0.0% 120 0 0.0% Q4 2025 Jan 23, 2026
EWA, LLC History New 10,780 25 0.01% 123 +10,780 New Q4 2025 Feb 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 11,025 25 0.0% 0.0% 121 +1,689 18.09% Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History No change 10,900 25 0.0% 0.0% 122 0 0.0% Q4 2025 Jan 26, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 10,572 24 0.0% 0.0% 124 -1,509 -12.49% Q4 2025 Feb 02, 2026
TRUIST FINANCIAL CORP History No change 10,000 23 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 02, 2026
BRAVE ASSET MANAGEMENT INC History No change 10,000 23 0.01% 0.01% 126 0 0.0% Q4 2025 Jan 08, 2026
Leonteq Securities AG History New 8,900 20 0.0% 127 +8,900 New Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Added to 5,628 13 0.0% 0.0% 129 +522 10.22% Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 5,873 13 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History New 5,000 11 0.0% 132 +5,000 New Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History No change 4,850 11 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 09, 2026
Game Plan Financial Advisors, LLC History No change 5,000 11 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 14, 2026
Tower Research Capital LLC (TRC) History Reduced 4,675 10 0.0% 0.0% 133 -1,754 -27.28% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 1,765 4 0.0% 0.0% 135 -25,000 -93.41% Q4 2025 Mar 16, 2026
1620 INVESTMENT ADVISORS, INC. History New 2,130 4 0.0% 136 +2,130 New Q4 2025 Feb 05, 2026
IFP Advisors, Inc History New 2,020 4 0.0% 134 +2,020 New Q4 2025 Feb 06, 2026
GAMMA Investing LLC History New 1,403 3 0.0% 137 +1,403 New Q4 2025 Jan 05, 2026
Sterling Capital Management LLC History Added to 1,073 2 0.0% 138 +687 177.98% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History New 10,222 1 0.0% 139 +10,222 New Q4 2025 Jan 20, 2026
MCF Advisors LLC History New 653 1 0.0% 141 +653 New Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History New 494 1 0.0% 142 +494 New Q4 2025 Feb 13, 2026
CWM, LLC History Added to 511 1 0.0% 0.0% 140 +264 106.88% Q4 2025 Jan 26, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 4.53% -401,560 -100.0% Q3 2025 Dec 09, 2025
WESBANCO BANK INC History Closed out 0 0 0.02% -300,000 -100.0% Q3 2025 Nov 06, 2025
Soviero Asset Management, LP History Closed out 0 0 0.29% -230,000 -100.0% Q3 2025 Nov 14, 2025
WHITE PINE CAPITAL LLC History Closed out 0 0 0.1% -142,039 -100.0% Q3 2025 Nov 10, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -112,211 -100.0% Q3 2025 Nov 14, 2025
Militia Capital Partners, LP History Closed out 0 0 0.08% -69,500 -100.0% Q3 2025 Feb 17, 2026
Jain Global LLC History Closed out 0 0 0.0% -43,511 -100.0% Q3 2025 Nov 14, 2025
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -31,840 -100.0% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History Reduced 220 0 0.02% -25,301 -99.14% Q4 2025 Jan 16, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Closed out 0 0 0.0% -20,000 -100.0% Q3 2025 Nov 07, 2025
SYMMETRY PEAK MANAGEMENT LLC History Closed out 0 0 0.01% -19,500 -100.0% Q3 2025 Nov 14, 2025
Mutual Advisors, LLC History Closed out 0 0 0.0% -19,000 -100.0% Q3 2025 Nov 04, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -17,000 -100.0% Q3 2025 Nov 14, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -16,155 -100.0% Q3 2025 Nov 13, 2025
Belvedere Trading LLC History Closed out 0 0 0.0% -14,700 -100.0% Q3 2025 Oct 27, 2025
Bravias Capital Group, LLC History Closed out 0 0 0.02% -13,250 -100.0% Q3 2025 Oct 20, 2025
Mariner, LLC History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Nov 14, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 0.01% -10,000 -100.0% Q3 2025 Nov 04, 2025
PFG Investments, LLC History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Oct 31, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Nov 07, 2025
HARBOUR INVESTMENTS, INC. History Reduced 100 0 0.0% -991 -90.83% Q4 2025 Feb 09, 2026
Rise Advisors, LLC History Closed out 0 0 0.0% -906 -100.0% Q3 2025 Oct 08, 2025
MARYLAND CAPITAL ADVISORS INC. History Closed out 0 0 0.0% -500 -100.0% Q3 2025 Oct 17, 2025
NISA INVESTMENT ADVISORS, LLC History New 195 0 +195 New Q4 2025 Jan 15, 2026
Arax Advisory Partners History Reduced 15 0 -165 -91.67% Q4 2025 Feb 13, 2026
American Capital Advisory, LLC History Closed out 0 0 -100 -100.0% Q3 2025 Oct 28, 2025
Advisory Services Network, LLC History Closed out 0 0 -53 -100.0% Q3 2025 Nov 18, 2025
Clearstead Advisors, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 10, 2025
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 100 0 0 0.0% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History No change 114 0 0 0.0% Q4 2025 Feb 06, 2026