NWPX Infrastructure, Inc. - NWPX

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 Reduced 1,037,468 64,831 0.0% 0.0% 1 -24,941 -2.35% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 692,024 43,244 0.01% 0.01% 2 -5,309 -0.76% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 589,825 36,858 0.06% 0.05% 3 +14,460 2.51% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 537,082 33,562 0.0% 0.0% 4 +16,601 3.19% Q4 2025 Jan 29, 2026
ROYCE & ASSOCIATES LP History Reduced 507,306 31,701 0.32% 0.28% 5 -29,882 -5.56% Q4 2025 Feb 09, 2026
DDD Partners, LLC History Reduced 443,345 27,704 1.76% 1.5% 6 -3,292 -0.74% Q4 2025 Jan 22, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Reduced 295,151 18,443 4.64% 4.52% 7 -26,071 -8.12% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 262,463 16,404 0.0% 0.0% 8 -3,017 -1.14% Q4 2025 Feb 09, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 250,954 15,682 0.01% 0.01% 9 -12,819 -4.86% Q4 2025 Feb 13, 2026
HEARTLAND ADVISORS INC History Reduced 245,000 15,310 0.82% 0.9% 10 -76,500 -23.79% Q4 2025 Feb 11, 2026
STATE STREET CORP History Reduced 227,568 14,220 0.0% 0.0% 11 -6,576 -2.81% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 200,985 12,559 0.0% 0.0% 12 +6,440 3.31% Q4 2025 Feb 09, 2026
Pacific Ridge Capital Partners, LLC History Reduced 150,123 9,381 2.06% 2.43% 13 -58,647 -28.09% Q4 2025 Feb 04, 2026
LSV ASSET MANAGEMENT History Added to 143,558 8,971 0.02% 0.01% 14 +74,158 106.86% Q4 2025 Feb 06, 2026
CSM Advisors, LLC History Reduced 130,920 8,181 0.22% 0.21% 15 -12,365 -8.63% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 125,986 7,872 0.0% 0.0% 16 +49,178 64.03% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 101,961 6,371 0.01% 0.01% 17 +16,434 19.21% Q4 2025 Jan 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 91,131 5,694 0.12% 0.11% 18 -7,407 -7.52% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 84,526 5,282 0.0% 0.0% 19 -7,516 -8.17% Q4 2025 Feb 17, 2026
CROWN ADVISORS MANAGEMENT, INC. History No change 75,000 4,686 3.08% 2.66% 20 0 0.0% Q4 2025 Jan 28, 2026
FRANKLIN RESOURCES INC History Added to 70,923 4,431 0.0% 0.0% 21 +59,623 527.64% Q4 2025 Feb 11, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 69,704 4,355 0.01% 0.0% 22 +8,383 13.67% Q4 2025 Feb 17, 2026
Uniplan Investment Counsel, Inc. History Added to 67,320 4,206 0.42% 0.29% 23 +11,414 20.42% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 64,370 4,022 0.0% 0.0% 24 -1,558 -2.36% Q4 2025 Feb 19, 2026
Russell Investments Group, Ltd. History Reduced 61,308 3,831 0.0% 0.0% 25 -4,189 -6.4% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 58,810 3,675 0.0% 0.0% 26 +2,666 4.75% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Added to 58,660 3,665 0.0% 0.0% 27 +14,030 31.44% Q4 2025 Feb 17, 2026
Caption Management, LLC History New 57,877 3,616 0.02% 28 +57,877 New Q4 2025 Feb 17, 2026
Congruence Capital, LLC History New 56,135 3,507 1.29% 29 +56,135 New Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 52,207 3,262 0.0% 0.0% 30 +16,213 45.04% Q4 2025 Mar 25, 2026
JANE STREET GROUP, LLC History Reduced 50,595 3,161 0.0% 0.0% 31 -481 -0.94% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 50,423 3,150 0.0% 0.0% 32 +1,845 3.8% Q4 2025 Feb 17, 2026
WESTERLY CAPITAL MANAGEMENT, LLC History No change 50,000 3,124 0.69% 0.83% 33 0 0.0% Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 49,071 3,066 0.01% 0.01% 34 +9,218 23.13% Q4 2025 Feb 13, 2026
ZACKS INVESTMENT MANAGEMENT History New 47,379 2,960 0.02% 35 +47,379 New Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 44,599 2,786 0.0% 0.0% 36 +5,533 14.16% Q4 2025 Feb 17, 2026
Brandywine Global Investment Management, LLC History New 39,638 2,476 0.02% 37 +39,638 New Q4 2025 Feb 11, 2026
PRUDENTIAL FINANCIAL INC History Reduced 34,815 2,175 0.0% 0.0% 38 -450 -1.28% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 34,785 2,173 0.0% 0.0% 39 -3,969 -10.24% Q4 2025 Feb 11, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 30,741 1,921 0.05% 0.03% 40 +8,013 35.26% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 30,390 1,899 0.0% 0.0% 41 +600 2.01% Q4 2025 Feb 13, 2026
Advisors Asset Management, Inc. History Added to 30,367 1,897 0.03% 0.03% 42 +545 1.83% Q4 2025 Feb 12, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 30,193 1,885 0.0% 0.0% 43 -3,644 -10.77% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 27,538 1,720 0.0% 0.0% 44 -1,143 -3.99% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 25,354 1,584 0.0% 0.0% 45 -1,245 -4.68% Q4 2025 Jan 29, 2026
Rothschild Wealth LLC History New 24,700 1,543 0.15% 47 +24,700 New Q4 2025 Feb 17, 2026
PERRITT CAPITAL MANAGEMENT INC History No change 24,700 1,543 2.58% 0.62% 46 0 0.0% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 23,300 1,456 0.0% 0.0% 48 +9,391 67.52% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 21,736 1,358 0.01% 49 +21,736 New Q4 2025 Feb 05, 2026
Janney Montgomery Scott LLC History Added to 19,983 1,249 0.0% 0.0% 50 +1,866 10.3% Q4 2025 Feb 11, 2026
SummerHaven Investment Management, LLC History No change 19,894 1,243 0.71% 0.61% 51 0 0.0% Q4 2025 Feb 03, 2026
BANK OF AMERICA CORP /DE/ History Added to 18,894 1,180 0.0% 0.0% 52 +11,651 160.86% Q4 2025 Feb 17, 2026
Illumine Investment Management, LLC History Reduced 18,201 1,137 0.83% 0.69% 53 -129 -0.7% Q4 2025 Feb 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 17,918 1,119 0.0% 0.0% 54 +6,629 58.72% Q4 2025 Feb 10, 2026
Nuveen, LLC History Reduced 17,518 1,094 0.0% 0.0% 55 -818 -4.46% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History New 16,799 1,049 0.0% 56 +16,799 New Q4 2025 Feb 17, 2026
Ellsworth Advisors, LLC History New 14,884 1,031 0.2% 57 +14,884 New Q4 2025 Jan 16, 2026
Round Rock Advisors LLC History Added to 16,386 1,023 0.15% 0.09% 58 +5,668 52.88% Q4 2025 Apr 07, 2026
BARCLAYS PLC History Added to 16,144 1,008 0.0% 0.0% 59 +2,470 18.06% Q4 2025 Feb 13, 2026
Informed Momentum Co LLC History New 15,848 990 0.11% 60 +15,848 New Q4 2025 Feb 12, 2026
Integrated Quantitative Investments LLC History Added to 15,711 981 0.21% 0.1% 61 +8,811 127.7% Q4 2025 Feb 12, 2026
Trexquant Investment LP History New 15,584 973 0.01% 62 +15,584 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 13,400 837 0.0% 0.0% 63 +6,833 104.05% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 13,400 837 0.0% 0.0% 64 -5,800 -30.21% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 13,264 828 0.0% 0.0% 65 -2,987 -18.38% Q4 2025 Feb 13, 2026
WINTON GROUP Ltd History Reduced 12,449 777 0.03% 0.03% 66 -3,274 -20.82% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History New 12,388 774 0.0% 67 +12,388 New Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 12,251 765 0.0% 0.0% 68 -2,296 -15.78% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 12,015 750 0.0% 0.0% 69 +4,165 53.06% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History New 11,500 718 0.0% 70 +11,500 New Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History Added to 10,530 658 0.02% 0.01% 71 +2,530 31.62% Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History New 9,825 613 0.0% 72 +9,825 New Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 9,422 588 0.0% 0.0% 73 -10,540 -52.8% Q4 2025 Feb 12, 2026
Boston Partners History Reduced 9,204 575 0.0% 0.0% 74 -2,761 -23.08% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 9,196 574 0.0% 0.0% 75 +4,584 99.39% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 8,123 507 0.0% 0.0% 76 -49 -0.6% Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 7,964 498 0.0% 77 +7,964 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 7,847 491 0.0% 0.0% 78 -4,796 -37.93% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 7,822 488 0.0% 0.0% 79 +3,922 100.56% Q4 2025 Feb 13, 2026
Legato Capital Management LLC History New 7,723 482 0.04% 80 +7,723 New Q4 2025 Feb 06, 2026
ALLIANCEBERNSTEIN L.P. History Added to 7,520 469 0.0% 0.0% 81 +3,110 70.52% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Reduced 7,471 466 0.04% 0.04% 82 -1,139 -13.23% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 7,350 464 0.02% 83 +7,350 New Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Added to 7,082 442 0.01% 0.0% 84 +245 3.58% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 6,557 409 0.0% 0.0% 85 -42,166 -86.54% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 6,335 395 0.01% 0.0% 86 +5,665 845.52% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 6,287 392 0.02% 0.0% 88 +4,834 332.69% Q4 2025 Feb 09, 2026
Cambridge Investment Research Advisors, Inc. History No change 6,273 392 0.0% 0.0% 87 0 0.0% Q4 2025 Feb 05, 2026
MetLife Investment Management, LLC History No change 5,897 368 0.0% 0.0% 89 0 0.0% Q4 2025 Feb 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 5,800 362 0.01% 90 +5,800 New Q4 2025 Feb 17, 2026
CenterBook Partners LP History Reduced 5,618 351 0.02% 0.08% 91 -25,416 -81.9% Q4 2025 Feb 11, 2026
FourThought Financial Partners, LLC History No change 5,629 351 0.03% 0.03% 92 0 0.0% Q4 2025 Feb 06, 2026
STRS OHIO History No change 5,600 349 0.0% 0.0% 93 0 0.0% Q4 2025 Feb 02, 2026
CITIGROUP INC History Added to 5,549 346 0.0% 0.0% 94 +2,107 61.21% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 5,345 334 0.0% 0.0% 95 +989 22.7% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 5,196 324 0.0% 97 +5,196 New Q4 2025 Feb 17, 2026
SEIZERT CAPITAL PARTNERS, LLC History No change 5,189 324 0.01% 0.01% 96 0 0.0% Q4 2025 Feb 02, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 4,971 310 0.02% 0.03% 98 -244 -4.68% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 4,842 303 0.0% 0.0% 99 +2,415 99.51% Q4 2025 Jan 09, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 4,805 300 0.02% 0.02% 100 -135 -2.73% Q4 2025 Feb 11, 2026
State of Wyoming History New 4,682 292 0.03% 101 +4,682 New Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Added to 4,289 267 0.0% 0.0% 102 +4,236 7992.45% Q4 2025 Feb 17, 2026
Byrne Asset Management LLC History Added to 4,192 261 0.14% 0.09% 103 +1,539 58.01% Q4 2025 Jan 12, 2026
Sun Financial Inc History New 4,064 253 0.14% 104 +4,064 New Q4 2025 Feb 02, 2026
Cornerstone Investment Partners, LLC History Added to 4,046 252 0.01% 0.01% 105 +3 0.07% Q4 2025 Jan 29, 2026
Point72 Asset Management, L.P. History New 4,030 251 0.0% 106 +4,030 New Q4 2025 Feb 17, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 3,951 247 0.0% 0.0% 107 -209 -5.02% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,942 246 0.0% 0.0% 108 -25 -0.63% Q4 2025 Feb 18, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 3,750 234 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 12, 2026
Susquehanna Portfolio Strategies, LLC History New 3,699 231 0.0% 110 +3,699 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History New 3,630 227 0.0% 111 +3,630 New Q4 2025 Mar 20, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 3,600 224 0.0% 112 +3,600 New Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 3,500 219 0.0% 113 +3,500 New Q4 2025 Jan 28, 2026
JAMES INVESTMENT RESEARCH, INC. History New 3,394 212 0.02% 114 +3,394 New Q4 2025 Jan 29, 2026
Aristides Capital LLC History New 3,369 210 0.04% 115 +3,369 New Q4 2025 Feb 26, 2026
Dynamic Technology Lab Private Ltd History Reduced 3,267 204 0.05% 0.04% 116 -937 -22.29% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History New 3,249 203 0.0% 117 +3,249 New Q4 2025 Feb 10, 2026
Police & Firemen's Retirement System of New Jersey History Added to 2,861 178 0.0% 0.0% 118 +5 0.18% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 2,639 165 0.0% 119 +2,639 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History No change 2,597 162 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 06, 2026
Founders Capital Management History No change 1,800 112 0.06% 0.05% 121 0 0.0% Q4 2025 Jan 15, 2026
FMR LLC History Added to 1,516 94 0.0% 0.0% 122 +417 37.94% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History Added to 1,495 93 0.0% 0.0% 123 +90 6.41% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 1,287 80 0.0% 0.0% 124 +754 141.46% Q4 2025 Jan 23, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 1,245 77 0.0% 125 +1,245 New Q4 2025 Jan 14, 2026
Kemnay Advisory Services Inc. History New 1,134 70 0.01% 127 +1,134 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 1,136 70 0.0% 0.0% 126 +256 29.09% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 886 55 0.0% 0.0% 128 0 0.0% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History No change 837 52 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 11, 2026
Manchester Capital Management LLC History Reduced 800 49 0.01% 0.08% 130 -9,910 -92.53% Q4 2025 Feb 11, 2026
LOM Asset Management Ltd History No change 700 43 0.01% 0.01% 131 0 0.0% Q4 2025 Jan 23, 2026
GAMMA Investing LLC History Added to 625 39 0.0% 0.0% 133 +102 19.5% Q4 2025 Jan 05, 2026
CWM, LLC History Added to 617 39 0.0% 0.0% 132 +35 6.01% Q4 2025 Jan 26, 2026
WEXFORD CAPITAL LP History Added to 617 38 0.01% 0.0% 134 +65 11.78% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 582 36 0.0% 0.0% 135 -120 -17.09% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 485 30 0.0% 0.0% 136 +320 193.94% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 459 28 0.0% 0.0% 137 +69 17.69% Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 407 25 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 297 19 0.0% 0.0% 139 -41 -12.13% Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 301 18 0.0% 140 +301 New Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 277 17 0.01% 0.02% 141 -470 -62.92% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 185 11 0.0% 0.0% 143 -648 -77.79% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History No change 188 11 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 12, 2026
Smithfield Trust Co History No change 159 10 0.0% 0.0% 144 0 0.0% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History No change 148 9 0.0% 0.0% 145 0 0.0% Q4 2025 Jan 08, 2026
Optiver Holding B.V. History Added to 96 5 0.0% 0.0% 146 +50 108.7% Q4 2025 Feb 17, 2026
COMERICA BANK History No change 65 4 0.0% 0.0% 147 0 0.0% Q4 2025 Jan 29, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 50 3 0.0% 0.0% 148 0 0.0% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History No change 36 2 0.0% 0.0% 149 0 0.0% Q4 2025 Jan 23, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 17 1 0.0% 151 +17 New Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 19 1 0.0% 0.0% 152 -2 -9.52% Q4 2025 Feb 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 26 1 0.0% 0.0% 150 0 0.0% Q4 2025 Jan 15, 2026
Empowered Funds, LLC History Closed out 0 0 0.03% -62,926 -100.0% Q3 2025 Nov 13, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -16,321 -100.0% Q3 2025 Nov 12, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -12,697 -100.0% Q3 2025 Nov 13, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -5,325 -100.0% Q3 2025 Nov 14, 2025
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -4,971 -100.0% Q3 2025 Nov 12, 2025
CONNORS INVESTOR SERVICES INC History Closed out 0 0 0.02% -4,763 -100.0% Q3 2025 Nov 25, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -3,800 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -3,093 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -331 -100.0% Q3 2025 Nov 18, 2025
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 03, 2025
USA FINANCIAL FORMULAS History New 14 0 +14 New Q4 2025 Jan 14, 2026
MAI Capital Management History New 7 0 +7 New Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 10, 2025
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 5 0 0 0.0% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8 0 0 0.0% Q4 2025 Feb 06, 2026
GROUP ONE TRADING LLC History No change 5 0 0 0.0% Q4 2025 Feb 12, 2026
Fortitude Family Office, LLC History No change 14 0 0 0.0% Q4 2025 Jan 15, 2026
True Wealth Design, LLC History No change 5 0 0 0.0% Q4 2025 Jan 08, 2026