MILLER INDUSTRIES INC /TN/ - MLR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
FMR LLC History Added to 1,327,501 67,901 0.0% 0.0% 1 +339 0.03% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History Added to 1,129,422 57,769 0.04% 0.04% 2 +37,107 3.4% Q2 2026 Aug 13, 2026
BlackRock, Inc. History Added to 1,029,544 52,661 0.0% 0.0% 3 +221,589 27.43% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 692,675 35,431 0.01% 0.01% 4 +3,229 0.47% Q2 2026 Aug 11, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 518,661 26,529 0.08% 0.07% 5 -2,310 -0.44% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 488,104 24,966 0.0% 0.0% 6 -8,267 -1.67% Q2 2026 Aug 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 461,036 23,582 0.47% 0.47% 7 +14,697 3.29% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 309,465 15,829 0.01% 0.0% 8 +234,755 314.22% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 304,998 15,600 0.0% 0.0% 9 -8,848 -2.82% Q2 2026 Aug 14, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Reduced 295,912 15,135 3.12% 3.07% 10 -3,124 -1.04% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 288,510 14,761 0.0% 0.0% 11 +13,637 4.96% Q2 2026 Aug 12, 2026
STATE STREET CORP History Added to 251,265 12,852 0.0% 0.0% 12 +20,030 8.66% Q2 2026 Aug 07, 2026
MORGAN STANLEY History Added to 208,995 10,690 0.0% 0.0% 13 +20,974 11.16% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 180,210 9,217 0.0% 0.0% 14 -20,023 -10.0% Q2 2026 Aug 14, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Added to 153,070 7,829 0.39% 0.29% 15 +42,593 38.55% Q2 2026 Aug 14, 2026
HEARTLAND ADVISORS INC History Added to 150,000 7,672 0.34% 0.28% 16 +30,000 25.0% Q2 2026 Aug 11, 2026
Pacific Ridge Capital Partners, LLC History Reduced 135,738 6,942 1.26% 1.35% 17 -1,081 -0.79% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Added to 117,001 5,984 0.0% 0.0% 18 +878 0.76% Q2 2026 Aug 06, 2026
Azarias Capital Management, L.P. History Reduced 109,926 5,622 2.45% 2.25% 19 -500 -0.45% Q2 2026 Jul 13, 2026
Diversified Investment Strategies, LLC History Reduced 106,870 5,466 3.54% 3.11% 20 -50 -0.05% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History Added to 106,337 5,439 0.0% 0.0% 21 +13,291 14.28% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History Reduced 104,861 5,363 0.04% 0.06% 22 -22,095 -17.4% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 93,807 4,777 0.01% 0.01% 23 +1,830 1.99% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 91,814 4,696 0.0% 0.0% 24 +14,911 19.39% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 81,309 4,158 0.0% 0.0% 25 +39,167 92.94% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 76,173 3,896 0.0% 0.0% 26 +1,845 2.48% Q2 2026 Aug 13, 2026
ISTHMUS PARTNERS, LLC History Added to 73,042 3,736 0.36% 0.35% 27 +526 0.73% Q2 2026 Jul 20, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 71,327 3,648 0.06% 0.04% 28 +29,254 69.53% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 69,971 3,579 0.0% 0.0% 29 -5,959 -7.85% Q2 2026 Sep 02, 2026
CITIGROUP INC History Reduced 66,914 3,422 0.0% 0.0% 30 -4,365 -6.12% Q2 2026 Aug 03, 2026
Russell Investments Group, Ltd. History Added to 64,210 3,284 0.0% 0.0% 31 +6,383 11.04% Q2 2026 Aug 06, 2026
Uncommon Cents Investing LLC History Reduced 64,113 3,279 0.71% 0.68% 32 -226 -0.35% Q2 2026 Jul 20, 2026
North Star Investment Management Corp. History No change 61,506 3,146 0.17% 0.17% 33 0 0.0% Q2 2026 Jul 28, 2026
D. E. Shaw & Co., Inc. History Reduced 57,397 2,935 0.0% 0.0% 34 -16,694 -22.53% Q2 2026 Aug 14, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 56,878 2,909 0.05% 0.05% 35 -1,262 -2.17% Q2 2026 Aug 20, 2026
Quantinno Capital Management LP History Added to 48,953 2,503 0.0% 0.0% 36 +10,337 26.77% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History Added to 47,681 2,438 0.0% 0.0% 37 +27,951 141.67% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History Added to 45,188 2,311 0.01% 0.01% 38 +3,115 7.4% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 44,064 2,253 0.01% 0.01% 39 -12,140 -21.6% Q2 2026 Aug 14, 2026
NORGES BANK History New 37,800 1,933 0.0% 40 +37,800 New Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History Reduced 33,103 1,693 0.06% 0.07% 41 -2,028 -5.77% Q2 2026 Jul 17, 2026
Nuveen, LLC History Added to 32,815 1,678 0.0% 0.0% 42 +5,198 18.82% Q2 2026 Aug 11, 2026
UBS Group AG History Added to 32,792 1,677 0.0% 0.0% 43 +25,010 321.38% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 31,731 1,623 0.04% 0.01% 44 +25,414 402.31% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History Added to 28,884 1,477 0.01% 0.01% 45 +920 3.29% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 28,727 1,469 0.0% 0.0% 46 -22,640 -44.07% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 27,500 1,406 0.0% 0.0% 47 +2,150 8.48% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 27,287 1,395 0.0% 0.0% 48 -16,727 -38.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Added to 26,414 1,351 0.02% 0.02% 49 +6,019 29.51% Q2 2026 Aug 14, 2026
HHM Wealth Advisors, LLC History Added to 26,070 1,333 0.13% 0.09% 50 +9,313 55.58% Q2 2026 Jul 13, 2026
RBF Capital, LLC History No change 25,000 1,278 0.05% 0.06% 51 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Added to 24,855 1,271 0.0% 0.0% 52 +1,155 4.87% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 24,262 1,241 0.0% 0.0% 53 -60,269 -71.3% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Reduced 23,260 1,189 0.0% 0.0% 54 -63,811 -73.29% Q2 2026 Aug 14, 2026
Diamond Hill Capital Management, LLC (Investment Advisor) History Added to 23,199 1,186 0.01% 0.0% 55 +6,578 39.58% Q2 2026 Aug 06, 2026
ACADIAN ASSET MANAGEMENT LLC History New 22,160 1,132 0.0% 56 +22,160 New Q2 2026 Aug 13, 2026
EASTERLY INVESTMENT PARTNERS LLC History New 21,500 1,099 0.06% 57 +21,500 New Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History Added to 21,288 1,088 0.0% 0.0% 58 +445 2.14% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 20,935 1,070 0.0% 0.0% 59 -25,630 -55.04% Q2 2026 Aug 14, 2026
Man Group plc History New 20,021 1,024 0.0% 60 +20,021 New Q2 2026 Aug 14, 2026
Olstein Capital Management, L.P. History No change 21,500 979 0.21% 0.21% 61 0 0.0% Q1 2026 Apr 21, 2026
Invesco Ltd. History Reduced 17,981 919 0.0% 0.0% 62 -4,028 -18.3% Q2 2026 Aug 14, 2026
SummerHaven Investment Management, LLC History No change 16,370 837 0.45% 0.46% 63 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History Added to 15,980 817 0.0% 0.0% 64 +9,535 147.94% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 15,953 815 0.0% 0.0% 65 -2,200 -12.12% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 15,840 810 0.06% 0.06% 66 -181 -1.13% Q2 2026 Aug 07, 2026
STRS OHIO History New 14,500 741 0.0% 67 +14,500 New Q2 2026 Jul 30, 2026
RHUMBLINE ADVISERS History Reduced 14,115 721 0.0% 0.0% 68 -116 -0.82% Q2 2026 Aug 11, 2026
Sovereign's Capital Management, LLC History Reduced 13,847 708 0.47% 0.97% 69 -15,067 -52.11% Q2 2026 Aug 14, 2026
BARD ASSOCIATES INC History Reduced 13,797 705 0.16% 0.16% 70 -230 -1.64% Q2 2026 Aug 11, 2026
FCA CORP /TX History No change 13,200 675 0.17% 0.17% 71 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 12,858 657 0.0% 0.0% 72 -51,516 -80.03% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 12,030 615 0.0% 0.0% 73 +24 0.2% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History Added to 10,790 551 0.0% 0.0% 74 +1,376 14.62% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History Added to 10,322 527 0.0% 0.0% 75 +5,088 97.21% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History Added to 9,893 510 0.0% 0.0% 76 +3,765 61.44% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Reduced 9,743 498 0.0% 0.0% 77 -284 -2.83% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 9,113 467 0.0% 0.0% 78 +1,567 20.77% Q2 2026 Aug 14, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 9,120 466 0.05% 0.05% 79 0 0.0% Q2 2026 Aug 21, 2026
ALLIANCEBERNSTEIN L.P. History Added to 9,810 446 0.0% 0.0% 80 +800 8.88% Q2 2026 Aug 14, 2026
Brooklyn Investment Group History No change 9,143 416 0.01% 0.01% 81 0 0.0% Q1 2026 Apr 29, 2026
MetLife Investment Management, LLC History Added to 6,856 350 0.0% 0.0% 83 +330 5.06% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 6,859 350 0.0% 0.0% 82 +45 0.66% Q2 2026 Aug 17, 2026
Mariner, LLC History New 6,342 324 0.0% 84 +6,342 New Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 5,894 301 0.0% 85 +5,894 New Q2 2026 Aug 19, 2026
R Squared Ltd History New 5,878 300 0.16% 86 +5,878 New Q2 2026 Aug 05, 2026
State of Wyoming History New 5,776 295 0.03% 87 +5,776 New Q2 2026 Aug 06, 2026
Sterling Capital Management LLC History Added to 5,543 283 0.0% 0.0% 88 +5,174 1402.17% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 5,424 277 0.0% 0.0% 89 +2,377 78.01% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Reduced 5,191 271 0.0% 0.0% 90 -4,387 -45.8% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 5,250 268 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 5,096 260 0.0% 0.0% 92 -105 -2.02% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History New 5,005 256 0.0% 93 +5,005 New Q2 2026 Aug 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 4,976 254 0.0% 94 +4,976 New Q2 2026 Aug 10, 2026
Lakewood Asset Management LLC History Added to 4,586 234 0.13% 0.13% 96 +68 1.51% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 4,576 234 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
CV Advisors LLC History New 4,400 225 0.04% 97 +4,400 New Q2 2026 Jul 21, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,094 209 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 29, 2026
LPL Financial LLC History New 3,989 204 0.0% 100 +3,989 New Q2 2026 Aug 07, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 3,995 204 0.13% 0.13% 99 -161 -3.87% Q2 2026 Jul 14, 2026
Vanguard Global Advisers, LLC History Reduced 3,667 187 0.0% 0.0% 101 -1,258 -25.54% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,130 160 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 23, 2026
CX Institutional History No change 2,855 146 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 01, 2026
NKCFO LLC History New 2,420 124 0.04% 104 +2,420 New Q2 2026 Aug 13, 2026
Legal & General Group Plc History Reduced 1,077 55 0.0% 0.0% 105 -686 -38.91% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 1,050 53 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 1,021 52 0.0% 107 +1,021 New Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History Added to 958 49 0.0% 0.0% 108 +338 54.52% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History Reduced 808 41 0.0% 0.0% 109 -7,208 -89.92% Q2 2026 Aug 14, 2026
CWM, LLC History No change 887 40 0.0% 0.0% 110 0 0.0% Q1 2026 May 14, 2026
Arax Advisory Partners History Added to 707 36 0.0% 0.0% 111 +552 356.13% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History No change 626 32 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 20, 2026
ROYAL BANK OF CANADA History Added to 609 31 0.0% 0.0% 114 +325 114.44% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 619 31 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History Reduced 588 30 0.0% 0.0% 115 -1,178 -66.7% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 501 26 0.0% 0.0% 116 +100 24.94% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History No change 440 22 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 02, 2026
EverSource Wealth Advisors, LLC History Reduced 381 19 0.0% 0.0% 118 -51 -11.81% Q2 2026 Jul 24, 2026
GAMMA Investing LLC History Reduced 290 14 0.0% 0.0% 119 -3 -1.02% Q2 2026 Jul 07, 2026
Farther Finance Advisors, LLC History Added to 256 13 0.0% 0.0% 120 +57 28.64% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History Reduced 244 12 0.0% 0.0% 121 -437 -64.17% Q2 2026 Jul 20, 2026
BROWN BROTHERS HARRIMAN & CO History No change 226 11 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History Added to 199 10 0.01% 0.0% 124 +184 1226.67% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 203 10 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History Reduced 176 9 0.0% 0.0% 125 -156 -46.99% Q2 2026 Aug 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 152 7 0.0% 0.0% 126 -446 -74.58% Q2 2026 Aug 24, 2026
TD Waterhouse Canada Inc. History No change 150 7 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 148 7 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
Abound Wealth Management History No change 119 6 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 10, 2026
Parallel Advisors, LLC History Reduced 86 4 0.0% 0.0% 130 -31 -26.5% Q2 2026 Aug 05, 2026
JPL Wealth Management, LLC History New 70 3 0.0% 133 +70 New Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History New 68 3 0.0% 134 +68 New Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 62 3 0.0% 131 +50 416.67% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History Added to 61 3 0.0% 132 +43 238.89% Q2 2026 Jul 23, 2026
Quarry LP History New 55 2 0.0% 137 +55 New Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 50 2 0.0% 0.0% 136 +2 4.17% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 56 2 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 05, 2026
Optiver Holding B.V. History Reduced 28 1 0.0% 0.0% 140 -80 -74.07% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History New 25 1 0.0% 142 +25 New Q2 2026 Aug 14, 2026
True Wealth Design, LLC History Added to 21 1 0.0% 141 +8 61.54% Q2 2026 Jul 16, 2026
HARBOUR INVESTMENTS, INC. History No change 39 1 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 35 1 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 30, 2026
Invenomic Capital Management LP History Closed out 0 0 0.24% -114,896 -100.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -37,565 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -24,182 -100.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -23,000 -100.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -16,925 -100.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -15,320 -100.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History Closed out 0 0 0.06% -13,854 -100.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -10,378 -100.0% Q2 2026 Aug 13, 2026
Koss-Olinger Consulting, LLC History Closed out 0 0 0.03% -7,614 -100.0% Q2 2026 Aug 10, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -6,212 -100.0% Q2 2026 Aug 17, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -6,006 -100.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -5,320 -100.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -2,767 -100.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History Reduced 2 0 0.0% -286 -99.31% Q2 2026 Aug 04, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -177 -100.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -110 -100.0% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -50 -100.0% Q2 2026 Aug 12, 2026
MAI Capital Management History Closed out 0 0 0.0% -33 -100.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 -20 -100.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History Closed out 0 0 -9 -100.0% Q2 2026 Jul 29, 2026
Horizon Investments, LLC History Closed out 0 0 -8 -100.0% Q2 2026 Aug 13, 2026
Investors Portfolio Services LLC History Closed out 0 0 -6 -100.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History New 3 0 +3 New Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History New 2 0 +2 New Q2 2026 Jul 22, 2026
Asset Dedication, LLC History New 1 0 +1 New Q2 2026 Jul 30, 2026
MassMutual Private Wealth & Trust, FSB History No change 9 0 0 0.0% Q2 2026 Jul 02, 2026
Anfield Capital Management, LLC History No change 10 0 0 0.0% Q1 2026 May 12, 2026
Sunbelt Securities, Inc. History No change 3 0 0 0.0% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History No change 12 0 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 1 0 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Family Office, LLC History No change 12 0 0 0.0% Q2 2026 Jul 20, 2026