M-tron Industries, Inc. - MPTI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | History | New | 255,506 | 25,334 | 0.02% | — | 1 | +255,506 | New | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 252,972 | 25,082 | 0.0% | 0.0% | 2 | +111,224 | 78.47% | Q2 2026 | Aug 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 201,280 | 19,956 | 0.18% | 0.11% | 3 | +32,880 | 19.52% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 173,148 | 17,167 | 0.0% | 0.0% | 4 | +56,380 | 48.28% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 156,595 | 15,526 | 0.13% | 0.01% | 5 | +148,271 | 1781.25% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 132,465 | 13,133 | 0.01% | 0.0% | 6 | +70,002 | 112.07% | Q2 2026 | Aug 14, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Added to | 124,173 | 12,311 | 0.65% | 0.52% | 7 | +15,953 | 14.74% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 100,646 | 9,980 | 0.0% | 0.0% | 8 | +36,715 | 57.43% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 96,005 | 9,518 | 0.01% | 0.01% | 9 | -784 | -0.81% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 82,493 | 8,179 | 0.0% | 0.0% | 10 | +38,210 | 86.29% | Q2 2026 | Aug 07, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 82,296 | 8,159 | 2.32% | 2.12% | 11 | +1,269 | 1.57% | Q2 2026 | Aug 04, 2026 |
| CONGRUENCE CAPITAL, LLC | History | Added to | 66,701 | 6,613 | 1.73% | 0.95% | 12 | +24,445 | 57.85% | Q2 2026 | Aug 13, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 59,011 | 5,850 | 0.58% | 0.42% | 13 | +8,468 | 16.75% | Q2 2026 | Aug 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Added to | 58,500 | 5,789 | 0.79% | 0.51% | 14 | +3,500 | 6.36% | Q2 2026 | Jul 23, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Added to | 56,681 | 5,619 | 1.3% | 0.8% | 15 | +5,833 | 11.47% | Q2 2026 | Aug 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 48,493 | 4,808 | 0.0% | 0.0% | 16 | +43,077 | 795.37% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 47,681 | 4,727 | 0.0% | 0.0% | 17 | +2,693 | 5.99% | Q2 2026 | Aug 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 46,804 | 4,630 | 0.53% | — | 18 | +46,804 | New | Q2 2026 | Jul 23, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 44,578 | 4,419 | 0.98% | 1.43% | 19 | -40,940 | -47.87% | Q2 2026 | Aug 11, 2026 |
| Aristides Capital LLC | History | Reduced | 41,209 | 4,085 | 0.79% | 0.95% | 20 | -24,464 | -37.25% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 39,832 | 3,949 | 0.0% | 0.0% | 21 | +11,399 | 40.09% | Q2 2026 | Aug 13, 2026 |
| Potrero Capital Research LLC | History | Added to | 38,161 | 3,783 | 2.1% | 1.3% | 22 | +6,360 | 20.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,660 | 3,139 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 30,954 | 3,069 | 0.0% | 0.0% | 24 | +11,147 | 56.28% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 30,583 | 3,032 | 0.0% | 0.0% | 25 | +8,155 | 36.36% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 27,180 | 2,694 | 0.0% | 0.0% | 26 | +5,583 | 25.85% | Q2 2026 | Aug 13, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Added to | 25,800 | 2,558 | 1.53% | 0.81% | 27 | +4,300 | 20.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | New | 25,000 | 2,478 | 0.01% | — | 28 | +25,000 | New | Q2 2026 | Aug 14, 2026 |
| Illumine Investment Management, LLC | History | Closed out | 0 | 2,460 | 1.6% | 1.24% | 29 | -24,093 | -100.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Added to | 24,493 | 2,428 | 0.0% | 0.0% | 30 | +3,177 | 14.9% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 21,358 | 2,117 | 0.0% | 0.0% | 31 | +4,239 | 24.76% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | New | 18,958 | 1,879 | 0.0% | — | 32 | +18,958 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 18,769 | 1,860 | 0.0% | 0.0% | 33 | +13,683 | 269.03% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 17,258 | 1,709 | 0.0% | 0.0% | 34 | +15,048 | 680.9% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,143 | 1,699 | 0.0% | 0.0% | 35 | +6,069 | 54.8% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,098 | 1,695 | 0.0% | 0.0% | 36 | -3,033 | -15.07% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 16,715 | 1,657 | 0.0% | 0.0% | 37 | +6,638 | 65.87% | Q2 2026 | Aug 11, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | Added to | 16,000 | 1,586 | 0.15% | 0.12% | 38 | +4,000 | 33.33% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,667 | 1,454 | 0.0% | 0.0% | 39 | +373 | 2.61% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Added to | 14,548 | 1,442 | 0.02% | 0.01% | 40 | +3,917 | 36.85% | Q2 2026 | Aug 14, 2026 |
| Informed Momentum Co LLC | History | New | 14,516 | 1,439 | 0.13% | — | 41 | +14,516 | New | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 14,110 | 1,399 | 0.01% | 0.01% | 42 | -7,772 | -35.52% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,104 | 1,299 | 0.0% | 0.0% | 43 | +10,577 | 418.56% | Q2 2026 | Aug 14, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | New | 12,839 | 1,272 | 0.31% | — | 44 | +12,839 | New | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 12,807 | 1,269 | 0.0% | 0.0% | 45 | +4,149 | 47.92% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 12,763 | 1,265 | 0.0% | 0.0% | 46 | +2,824 | 28.41% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 11,986 | 1,188 | 0.0% | — | 47 | +11,986 | New | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 11,912 | 1,181 | 0.0% | — | 48 | +11,912 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,778 | 1,168 | 0.0% | 0.0% | 49 | -551 | -4.47% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,028 | 1,093 | 0.0% | 0.0% | 50 | -878 | -7.37% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 10,207 | 1,012 | 0.0% | 0.0% | 51 | -8,191 | -44.52% | Q2 2026 | Aug 14, 2026 |
| Q Fund Management (Hong Kong) Ltd | History | New | 10,000 | 991 | 0.9% | — | 52 | +10,000 | New | Q2 2026 | Jul 21, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 9,822 | 973 | 0.56% | 0.33% | 53 | -141 | -1.42% | Q2 2026 | Aug 18, 2026 |
| Squarepoint Ops LLC | History | New | 9,448 | 936 | 0.0% | — | 54 | +9,448 | New | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | Added to | 9,318 | 923 | 0.0% | 0.0% | 55 | +3,386 | 57.08% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,199 | 912 | 0.0% | 0.0% | 56 | -13,556 | -59.57% | Q2 2026 | Sep 02, 2026 |
| Archon Capital Management LLC | History | Reduced | 8,933 | 885 | 0.36% | 2.95% | 57 | -69,300 | -88.58% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,879 | 880 | 0.0% | 0.0% | 58 | +3,536 | 66.18% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 8,572 | 849 | 0.0% | — | 59 | +8,572 | New | Q2 2026 | Aug 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 7,333 | 727 | 0.05% | — | 60 | +7,333 | New | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 6,621 | 656 | 0.0% | 0.0% | 61 | -1,128 | -14.56% | Q2 2026 | Aug 12, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Added to | 6,568 | 651 | 0.08% | 0.06% | 62 | +833 | 14.52% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 5,434 | 538 | 0.01% | 0.01% | 63 | -1,500 | -21.63% | Q2 2026 | Aug 14, 2026 |
| AVIVA PLC | History | New | 4,847 | 480 | 0.0% | — | 64 | +4,847 | New | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 4,738 | 469 | 0.0% | 0.0% | 65 | +1,667 | 54.28% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,135 | 409 | 0.0% | 0.0% | 66 | +2,845 | 220.54% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,121 | 408 | 0.0% | 0.0% | 67 | +2,412 | 141.14% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,722 | 369 | 0.0% | 0.0% | 68 | +608 | 19.52% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 3,433 | 341 | 0.0% | — | 69 | +3,433 | New | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 4,700 | 314 | 0.0% | — | 70 | +4,700 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 2,927 | 290 | 0.0% | — | 71 | +2,927 | New | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 2,775 | 275 | 0.02% | — | 72 | +2,775 | New | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,746 | 273 | 0.0% | 0.0% | 73 | +229 | 9.1% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | New | 2,670 | 264 | 0.02% | — | 74 | +2,670 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 2,549 | 252 | 0.0% | 0.0% | 75 | +958 | 60.21% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 2,465 | 244 | 0.0% | — | 77 | +2,465 | New | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 2,467 | 244 | 0.0% | 0.0% | 76 | +450 | 22.31% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,226 | 220 | 0.0% | — | 78 | +2,226 | New | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 2,133 | 211 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Venture Partners, LLC | History | New | 2,119 | 210 | 0.47% | — | 80 | +2,119 | New | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | New | 2,119 | 210 | 0.0% | — | 81 | +2,119 | New | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 1,961 | 194 | 0.0% | 0.0% | 82 | +1,818 | 1271.33% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,926 | 190 | 0.0% | 0.0% | 83 | +643 | 50.12% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,762 | 174 | 0.0% | 0.0% | 84 | +639 | 56.9% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | New | 1,451 | 143 | 0.01% | — | 85 | +1,451 | New | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 1,234 | 122 | 0.0% | 0.0% | 86 | +547 | 79.62% | Q2 2026 | Jul 23, 2026 |
| Truvestments Capital LLC | History | No change | 968 | 95 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 840 | 83 | 0.0% | 0.0% | 88 | +263 | 45.58% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 854 | 79 | 0.0% | — | 89 | +854 | New | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 724 | 71 | 0.03% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 603 | 59 | 0.0% | 0.0% | 91 | +100 | 19.88% | Q2 2026 | Jul 20, 2026 |
| Legal & General Group Plc | History | Added to | 405 | 40 | 0.0% | 0.0% | 92 | +183 | 82.43% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 400 | 39 | 0.0% | — | 94 | +400 | New | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 401 | 39 | 0.0% | 0.0% | 93 | -59 | -12.83% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 380 | 37 | 0.0% | 0.0% | 95 | +129 | 51.39% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 298 | 30 | 0.0% | — | 96 | +298 | New | Q2 2026 | Jul 23, 2026 |
| BFSG, LLC | History | No change | 300 | 29 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Added to | 239 | 23 | 0.0% | 0.0% | 98 | +4 | 1.7% | Q2 2026 | Jul 20, 2026 |
| MCF Advisors LLC | History | Added to | 169 | 16 | 0.0% | 0.0% | 99 | +29 | 20.71% | Q2 2026 | Aug 12, 2026 |
| Leonteq Securities AG | History | New | 146 | 14 | 0.0% | — | 101 | +146 | New | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 211 | 14 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 139 | 13 | 0.0% | 0.0% | 102 | +48 | 52.75% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 120 | 8 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 81 | 8 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 75 | 7 | 0.0% | 0.0% | 105 | +5 | 7.14% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 66 | 6 | 0.0% | — | 107 | +66 | New | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 66 | 6 | 0.0% | 0.0% | 106 | -1 | -1.49% | Q2 2026 | Jul 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 46 | 4 | 0.0% | 0.0% | 108 | -104 | -69.33% | Q2 2026 | Aug 24, 2026 |
| WEST PACES ADVISORS INC. | History | New | 47 | 4 | 0.0% | — | 109 | +47 | New | Q2 2026 | Jul 17, 2026 |
| Stone House Investment Management, LLC | History | New | 40 | 3 | 0.0% | — | 111 | +40 | New | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 37 | 3 | 0.0% | 0.0% | 110 | +19 | 105.56% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | New | 6 | 1 | 0.0% | — | 115 | +6 | New | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 11 | 1 | 0.0% | — | 113 | +2 | 22.22% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 112 | -1 | -6.25% | Q2 2026 | Jul 28, 2026 |
| True Wealth Design, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -72,516 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,593 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Cable Car Capital, LP | History | Closed out | 0 | 0 | — | 0.92% | — | -40,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,549 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,307 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,701 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,125 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -3,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |