Alpine Income Property Trust, Inc. - PINE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sound Income Strategies, LLC | History | Added to | 1,216,494 | 21,349 | 1.01% | 0.82% | 1 | +90,320 | 8.02% | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | Added to | 1,264,957 | 21,150 | 0.0% | 0.0% | 2 | +54,019 | 4.46% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 754,954 | 12,622 | 0.0% | 0.0% | 3 | -17,550 | -2.27% | Q4 2025 | Jan 29, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 464,320 | 7,763 | 0.42% | 0.52% | 4 | -228,080 | -32.94% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 441,935 | 7,389 | 0.0% | 0.0% | 5 | +411,334 | 1344.18% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 323,408 | 5,408 | 0.0% | 0.0% | 6 | +3,090 | 0.96% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 280,149 | 4,684 | 0.0% | 0.0% | 7 | +2,534 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 264,148 | 4,416 | 0.97% | 0.85% | 8 | -9,148 | -3.35% | Q4 2025 | Feb 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 208,703 | 3,489 | 0.01% | 0.01% | 9 | +15,000 | 7.74% | Q4 2025 | Jan 30, 2026 |
| GABELLI FUNDS LLC | History | New | 205,016 | 3,427 | 0.02% | — | 10 | +205,016 | New | Q4 2025 | Feb 05, 2026 |
| Truvestments Capital LLC | History | Reduced | 195,153 | 3,262 | 0.59% | 0.51% | 11 | -3,455 | -1.74% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 162,908 | 2,723 | 0.0% | 0.0% | 12 | -65 | -0.04% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 150,675 | 2,519 | 0.0% | 0.0% | 13 | +121,325 | 413.37% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 148,969 | 2,490 | 0.05% | 0.05% | 14 | -984 | -0.66% | Q4 2025 | Feb 13, 2026 |
| AlphaCentric Advisors LLC | History | New | 112,674 | 1,883 | 1.88% | — | 15 | +112,674 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 111,099 | 1,857 | 0.0% | 0.0% | 16 | +47,939 | 75.9% | Q4 2025 | Feb 13, 2026 |
| Crossingbridge Advisors, LLC | History | Reduced | 112,674 | 1,853 | 0.52% | 0.83% | 17 | -2,255 | -1.96% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 110,134 | 1,841 | 0.0% | 0.0% | 18 | +27,760 | 33.7% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 88,414 | 1,478 | 0.0% | 0.0% | 19 | -7,571 | -7.89% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 85,417 | 1,428 | 0.0% | 0.0% | 20 | -829 | -0.96% | Q4 2025 | Feb 10, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 73,955 | 1,236 | 0.19% | 0.09% | 21 | +33,536 | 82.97% | Q4 2025 | Feb 11, 2026 |
| Penserra Capital Management LLC | History | Reduced | 68,330 | 1,142 | 0.01% | 0.01% | 22 | -2,916 | -4.09% | Q4 2025 | Feb 12, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 67,131 | 1,122 | 0.66% | 0.54% | 23 | +2,104 | 3.24% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 66,736 | 1,115 | 0.0% | — | 24 | +66,736 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 64,778 | 1,083 | 0.0% | 0.0% | 25 | +2,278 | 3.64% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 55,746 | 932 | 0.0% | 0.0% | 26 | -138,139 | -71.25% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 53,300 | 891 | 0.0% | — | 27 | +53,300 | New | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 44,700 | 747 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 41,490 | 693 | 0.0% | 0.0% | 29 | +14,687 | 54.8% | Q4 2025 | Jan 29, 2026 |
| Nuveen, LLC | History | Reduced | 39,268 | 656 | 0.0% | 0.0% | 30 | -44,703 | -53.24% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 38,731 | 647 | 0.0% | 0.0% | 31 | +663 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 38,314 | 640 | 0.04% | 0.03% | 32 | +15 | 0.04% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 37,492 | 626 | 0.0% | 0.0% | 33 | -6,105 | -14.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 36,371 | 608 | 0.0% | 0.0% | 34 | -104,944 | -74.26% | Q4 2025 | Feb 18, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 35,154 | 587 | 0.0% | 0.0% | 35 | +3,009 | 9.36% | Q4 2025 | Jan 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,366 | 541 | 0.0% | 0.0% | 36 | +567 | 1.78% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 36,960 | 535 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,109 | 503 | 0.0% | 0.0% | 38 | +5,283 | 21.28% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 29,686 | 496 | 0.0% | 0.0% | 39 | -1,644 | -5.25% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,500 | 443 | 0.0% | 0.0% | 42 | -38,180 | -59.03% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 26,511 | 443 | 0.0% | 0.0% | 40 | +3,308 | 14.26% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 26,623 | 443 | 0.0% | 0.0% | 41 | -571 | -2.1% | Q4 2025 | Mar 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,995 | 434 | 0.0% | 0.0% | 43 | +1,000 | 4.0% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 25,615 | 428 | 0.0% | — | 44 | +25,615 | New | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Reduced | 24,484 | 409 | 0.0% | 0.0% | 45 | -1,315 | -5.1% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 24,458 | 408 | 0.0% | 0.0% | 46 | -2,607 | -9.63% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 21,893 | 366 | 0.0% | 0.0% | 47 | +2,723 | 14.2% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 21,859 | 365 | 0.0% | 0.0% | 48 | +90 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 21,438 | 358 | 0.01% | 0.0% | 49 | +20,566 | 2358.49% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 20,500 | 342 | 0.0% | 0.0% | 50 | +3,000 | 17.14% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 19,033 | 318 | 0.0% | 0.0% | 51 | +1,952 | 11.43% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 18,166 | 303 | 0.0% | 0.0% | 52 | -3,096 | -14.56% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 17,666 | 295 | 0.0% | 0.0% | 53 | -35,630 | -66.85% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,491 | 275 | 0.0% | 0.0% | 54 | +6,796 | 70.1% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 16,217 | 271 | 0.01% | 0.01% | 55 | +500 | 3.18% | Q4 2025 | Feb 13, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 15,341 | 256 | 0.08% | 0.06% | 56 | +1,224 | 8.67% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 14,801 | 247 | 0.0% | 0.0% | 57 | +4,574 | 44.72% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 14,790 | 247 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,435 | 241 | 0.0% | 0.0% | 59 | -3,240 | -18.33% | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | New | 14,403 | 240 | 0.0% | — | 60 | +14,403 | New | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 14,147 | 234 | 0.0% | 0.0% | 61 | -4,229 | -23.01% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,001 | 217 | 0.0% | 0.0% | 62 | +12,638 | 3481.54% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 12,683 | 212 | 0.0% | 0.0% | 63 | +2,328 | 22.48% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 12,500 | 209 | 0.0% | — | 64 | +12,500 | New | Q4 2025 | Feb 05, 2026 |
| Diligent Investors, LLC | History | Added to | 11,220 | 187 | 0.05% | 0.04% | 65 | +188 | 1.7% | Q4 2025 | Jan 23, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 11,120 | 185 | 0.0% | 0.0% | 66 | -491 | -4.23% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,528 | 176 | 0.0% | 0.0% | 67 | +3,831 | 57.2% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 9,016 | 151 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 8,383 | 138 | 0.0% | 0.0% | 69 | +2,249 | 36.66% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,075 | 135 | 0.0% | 0.0% | 70 | -1 | -0.01% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 7,582 | 126 | 0.0% | — | 71 | +7,582 | New | Q4 2025 | Feb 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 7,554 | 126 | 0.0% | — | 72 | +7,554 | New | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,130 | 102 | 0.0% | 0.0% | 73 | -18 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 5,380 | 89 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,267 | 88 | 0.0% | 0.0% | 75 | -9,129 | -63.41% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,134 | 86 | 0.0% | — | 76 | +5,134 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,007 | 83 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 4,231 | 71 | 0.0% | 0.0% | 78 | +448 | 11.84% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,097 | 68 | 0.0% | 0.0% | 79 | +1,746 | 74.27% | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 4,037 | 67 | 0.0% | 0.0% | 80 | -334 | -7.64% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,253 | 54 | 0.0% | 0.0% | 81 | -3,424 | -51.28% | Q4 2025 | Feb 10, 2026 |
| STRS OHIO | History | No change | 2,500 | 41 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Key Capital Management, INC | History | New | 2,273 | 38 | 0.04% | — | 83 | +2,273 | New | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 2,000 | 33 | 0.01% | — | 84 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 1,701 | 28 | 0.0% | 0.0% | 85 | +119 | 7.52% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,570 | 26 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,263 | 21 | 0.0% | 0.0% | 87 | -995 | -44.07% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,315 | 21 | 0.0% | 0.0% | 88 | -200 | -13.2% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | No change | 1,203 | 20 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,076 | 17 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 809 | 13 | 0.0% | 0.0% | 91 | -99 | -10.9% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 664 | 11 | 0.0% | 0.0% | 92 | -368 | -35.66% | Q4 2025 | Feb 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 600 | 10 | 0.0% | — | 93 | +600 | New | Q4 2025 | Jan 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 413 | 7 | 0.0% | 0.0% | 94 | -26 | -5.92% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 408 | 6 | 0.0% | — | 96 | +408 | New | Q4 2025 | Mar 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 397 | 6 | 0.0% | 0.0% | 95 | +35 | 9.67% | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 267 | 4 | 0.0% | — | 99 | +267 | New | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 297 | 4 | 0.0% | 0.0% | 97 | +60 | 25.32% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 257 | 4 | 0.0% | 0.0% | 98 | -4 | -1.53% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 193 | 3 | 0.0% | 0.0% | 104 | -933 | -82.86% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 225 | 3 | 0.0% | — | 102 | +225 | New | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 220 | 3 | 0.0% | — | 101 | +220 | New | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 193 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | No change | 202 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 155 | 2 | 0.0% | 0.0% | 105 | +20 | 14.81% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 136 | 2 | 0.0% | 0.0% | 106 | -20 | -12.82% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 98 | 1 | 0.0% | — | 107 | +49 | 100.0% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -162,568 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -28,189 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -26,397 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,033 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,217 | -100.0% | Q3 2025 | Nov 05, 2025 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,650 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cottage Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,040 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,797 | -100.0% | Q3 2025 | Nov 04, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,565 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,156 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -921 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 3 | 0 | — | 0.0% | — | -798 | -99.63% | Q4 2025 | Feb 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 1 | 0 | — | 0.0% | — | -259 | -99.62% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 40 | 0 | — | — | — | +39 | 3900.0% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Clearstead Advisors, LLC | History | Added to | 24 | 0 | — | — | — | +23 | 2300.0% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 14 | 0 | — | — | — | -21 | -60.0% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFP Advisors, Inc | History | Reduced | 36 | 0 | — | — | — | -12 | -25.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 11 | 0 | — | — | — | -10 | -47.62% | Q4 2025 | Jan 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6 | 0 | — | — | — | -4 | -40.0% | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q4 2025 | Jan 08, 2026 |