MEDIFAST INC - MED
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 944,453 | 9,623 | 0.0% | 0.0% | 1 | +29,660 | 3.24% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 773,710 | 7,884 | 0.01% | 0.01% | 2 | -6,900 | -0.88% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 711,499 | 7,598 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 743,500 | 7,576 | 0.0% | 0.0% | 4 | +179,600 | 31.85% | Q1 2026 | May 15, 2026 |
| Steamboat Capital Partners, LLC | History | Added to | 707,590 | 7,210 | 1.79% | 0.81% | 5 | +431,176 | 155.99% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 631,539 | 6,435 | 0.0% | 0.0% | 6 | -145,290 | -18.7% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 444,467 | 4,529 | 0.0% | — | 7 | +444,467 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 435,400 | 4,436 | 0.0% | 0.0% | 8 | +296,100 | 212.56% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 382,500 | 3,897 | 0.01% | 0.0% | 9 | +214,200 | 127.27% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 361,762 | 3,686 | 0.0% | 0.0% | 10 | +35,522 | 10.89% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 338,158 | 3,445 | 0.0% | 0.0% | 11 | +257,818 | 320.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 325,312 | 3,314 | 0.0% | 0.0% | 12 | -9,546 | -2.85% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 265,507 | 2,705 | 0.0% | 0.0% | 13 | +5,307 | 2.04% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 253,315 | 2,581 | 0.0% | 0.0% | 14 | +5,866 | 2.37% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 236,212 | 2,407 | 0.0% | 0.0% | 15 | -288 | -0.12% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 233,264 | 2,376 | 0.0% | 0.0% | 16 | +14,146 | 6.46% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 224,280 | 2,285 | 0.0% | 0.0% | 17 | +6,458 | 2.96% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 222,638 | 2,268 | 0.0% | 0.0% | 18 | +938 | 0.42% | Q1 2026 | May 15, 2026 |
| Peapod Lane Capital LLC | History | Added to | 219,063 | 2,213 | 1.82% | 0.92% | 19 | +117,496 | 115.68% | Q1 2026 | May 01, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 202,829 | 2,066 | 0.0% | — | 20 | +202,829 | New | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 183,035 | 1,865 | 0.01% | 0.01% | 21 | -147,668 | -44.65% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Added to | 180,081 | 1,835 | 0.01% | 0.01% | 22 | +53,122 | 41.84% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 157,078 | 1,600 | 0.03% | 0.03% | 23 | +39,139 | 33.19% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 153,171 | 1,560 | 0.0% | 0.0% | 24 | -27,692 | -15.31% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 145,575 | 1,483 | 0.0% | 0.0% | 25 | +14,066 | 10.7% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 138,000 | 1,406 | 0.0% | 0.0% | 26 | +26,000 | 23.21% | Q1 2026 | May 05, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 127,112 | 1,295 | 0.07% | 0.06% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 125,600 | 1,279 | 0.0% | 0.0% | 28 | +24,100 | 23.74% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 115,500 | 1,176 | 0.0% | 0.0% | 29 | -52,826 | -31.38% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 102,900 | 1,098 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | New | 95,800 | 976 | 0.0% | — | 31 | +95,800 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 92,595 | 943 | 0.0% | 0.0% | 32 | +4,933 | 5.63% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 90,875 | 926 | 0.01% | — | 33 | +90,875 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 88,777 | 904 | 0.0% | 0.0% | 34 | -8,696 | -8.92% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 87,178 | 870 | 0.0% | 0.0% | 35 | +32,798 | 60.31% | Q1 2026 | May 13, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 79,839 | 813 | 0.03% | 0.04% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Virtus Family Office LLC | History | No change | 79,060 | 805 | 0.69% | 0.73% | 37 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Empowered Funds, LLC | History | Added to | 71,584 | 729 | 0.0% | 0.01% | 38 | +26,811 | 59.88% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 67,040 | 683 | 0.0% | — | 39 | +67,040 | New | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 63,921 | 651 | 0.0% | 0.0% | 40 | -1,498 | -2.29% | Q1 2026 | May 11, 2026 |
| Atom Investors LP | History | Added to | 61,075 | 622 | 0.04% | 0.02% | 41 | +40,273 | 193.6% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 59,859 | 609 | 0.0% | 0.0% | 42 | +7,000 | 13.24% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 56,153 | 572 | 0.0% | 0.0% | 43 | +7,346 | 15.05% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | New | 55,801 | 568 | 0.0% | — | 44 | +55,801 | New | Q1 2026 | May 13, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 47,835 | 487 | 0.3% | 0.35% | 45 | -10,221 | -17.61% | Q1 2026 | Apr 24, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 42,552 | 433 | 0.0% | — | 46 | +42,552 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 39,580 | 403 | 0.01% | — | 47 | +39,580 | New | Q1 2026 | May 15, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 38,000 | 387 | 0.32% | 0.27% | 48 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 34,302 | 349 | 0.0% | 0.0% | 49 | -9,748 | -22.13% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 34,291 | 349 | 0.0% | 0.0% | 50 | -2,965 | -7.96% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Reduced | 32,776 | 333 | 0.0% | 0.0% | 51 | -7,662 | -18.95% | Q1 2026 | May 12, 2026 |
| PDT Partners, LLC | History | New | 30,723 | 313 | 0.02% | — | 52 | +30,723 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,320 | 291 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 26,705 | 273 | 0.0% | 0.0% | 54 | +3,800 | 16.59% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 24,141 | 245 | 0.0% | 0.0% | 55 | +147 | 0.61% | Q1 2026 | Apr 30, 2026 |
| Centiva Capital, LP | History | Added to | 22,022 | 224 | 0.0% | 0.0% | 56 | +8,137 | 58.6% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 21,212 | 216 | 0.0% | 0.0% | 57 | +18,315 | 632.21% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,602 | 148 | 0.0% | 0.0% | 58 | -207 | -1.4% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 13,833 | 140 | 0.0% | 0.0% | 59 | -23,774 | -63.22% | Q1 2026 | May 05, 2026 |
| Verdad Advisers, LP | History | New | 13,148 | 133 | 0.15% | — | 60 | +13,148 | New | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 10,682 | 108 | 0.01% | — | 61 | +10,682 | New | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,298 | 106 | 0.0% | — | 62 | +10,298 | New | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,216 | 104 | 0.0% | — | 63 | +10,216 | New | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 10,143 | 103 | 0.03% | — | 64 | +10,143 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 9,034 | 92 | 0.0% | 0.0% | 65 | +1,943 | 27.4% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 8,625 | 87 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| State of Wyoming | History | Added to | 6,646 | 67 | 0.01% | 0.01% | 67 | +1,097 | 19.77% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,040 | 61 | 0.0% | 0.0% | 68 | -8,129 | -57.37% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,114 | 52 | 0.0% | 0.0% | 69 | +136 | 2.73% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,591 | 46 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 4,430 | 45 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,922 | 39 | 0.0% | — | 72 | +3,922 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 3,599 | 36 | 0.0% | 0.0% | 73 | -1,483 | -29.18% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,031 | 30 | 0.0% | 0.0% | 74 | +37 | 1.24% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 2,700 | 27 | 0.0% | — | 75 | +2,700 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 2,578 | 26 | 0.0% | 0.0% | 76 | -35,823 | -93.29% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 2,068 | 22 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,164 | 22 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 1,926 | 19 | 0.0% | 0.0% | 79 | -14,843 | -88.51% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,370 | 13 | 0.0% | 0.0% | 80 | -2 | -0.15% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,228 | 12 | 0.0% | 0.0% | 81 | -5 | -0.41% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,000 | 10 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,067 | 10 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 905 | 9 | 0.0% | 0.0% | 86 | +346 | 61.9% | Q1 2026 | Apr 06, 2026 |
| Legal & General Group Plc | History | No change | 929 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 920 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 804 | 8 | 0.0% | 0.0% | 87 | -848 | -51.33% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 778 | 7 | 0.0% | 0.0% | 88 | -10,819 | -93.29% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 601 | 6 | 0.0% | — | 91 | +601 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 594 | 6 | 0.0% | 0.0% | 89 | -571 | -49.01% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Reduced | 634 | 6 | 0.0% | 0.0% | 90 | -44 | -6.49% | Q1 2026 | May 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 612 | 5 | 0.0% | 0.0% | 92 | +36 | 6.25% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 357 | 3 | 0.0% | 0.0% | 93 | -264 | -42.51% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Reduced | 259 | 2 | 0.0% | 0.0% | 96 | -1,130 | -81.35% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 226 | 2 | 0.0% | — | 95 | +184 | 438.1% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 269 | 2 | 0.0% | 0.0% | 94 | -34 | -11.22% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 126 | 1 | 0.0% | 0.0% | 97 | -540 | -81.08% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Reduced | 110 | 1 | 0.0% | 0.0% | 102 | -229 | -67.55% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 140 | 1 | 0.0% | — | 98 | +111 | 382.76% | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 108 | 1 | 0.0% | — | 104 | +108 | New | Q1 2026 | Apr 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 112 | 1 | 0.0% | 0.0% | 100 | -64 | -36.36% | Q1 2026 | Jun 02, 2026 |
| Covestor Ltd | History | Added to | 83 | 1 | 0.0% | 0.0% | 101 | +24 | 40.68% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 159 | 1 | 0.0% | 0.0% | 99 | -22 | -12.15% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 100 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157,778 | -100.0% | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -111,244 | -100.0% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,842 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,363 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,125 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,039 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,019 | -100.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,959 | -100.0% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,396 | -100.0% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -969 | -100.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -661 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -376 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -83 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 57 | 0 | — | — | — | +47 | 470.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q1 2026 | Apr 07, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 73 | 0 | — | 0.0% | — | -30 | -29.13% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 32 | 0 | — | — | — | -26 | -44.83% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Added to | 47 | 0 | — | — | — | +17 | 56.67% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Caitlin John, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |