RING ENERGY, INC. - REI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 11,248,939 | 9,786 | 0.0% | 0.0% | 1 | +635,256 | 5.99% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Reduced | 8,000,001 | 6,960 | 0.0% | 0.0% | 2 | -89 | -0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,012,863 | 4,361 | 0.0% | 0.0% | 3 | +47,700 | 0.96% | Q4 2025 | Feb 17, 2026 |
| CDC Financial, Inc. | History | New | 4,177,870 | 3,634 | 1.7% | — | 4 | +4,177,870 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 3,283,223 | 2,856 | 0.0% | 0.0% | 5 | -650,045 | -16.53% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,176,741 | 1,893 | 0.0% | 0.0% | 6 | +1,092,491 | 100.76% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | No change | 1,900,000 | 1,653 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,767,686 | 1,538 | 0.0% | 0.0% | 8 | +104,935 | 6.31% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 1,754,062 | 1,526 | 0.03% | 0.04% | 9 | +103,755 | 6.29% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,750,707 | 1,523 | 0.0% | 0.0% | 10 | -1,130,297 | -39.23% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,688,007 | 1,468 | 0.0% | 0.0% | 11 | +29,639 | 1.79% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,614,600 | 1,404 | 0.0% | 0.0% | 12 | -628,200 | -28.01% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,433,170 | 1,246 | 0.0% | 0.0% | 13 | +120,129 | 9.15% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,320,483 | 1,148 | 0.0% | 0.0% | 14 | -528,695 | -28.59% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 1,077,569 | 937 | 0.0% | — | 15 | +1,077,569 | New | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 1,063,546 | 925 | 0.02% | 0.01% | 16 | +103,755 | 10.81% | Q4 2025 | Feb 18, 2026 |
| WINTON GROUP Ltd | History | Added to | 969,729 | 843 | 0.03% | 0.03% | 17 | +239,837 | 32.86% | Q4 2025 | Feb 11, 2026 |
| RBF Capital, LLC | History | No change | 907,417 | 789 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 875,200 | 761 | 0.0% | 0.0% | 19 | -241,100 | -21.6% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 841,128 | 730 | 0.0% | 0.0% | 20 | +525,641 | 166.61% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 758,580 | 659 | 0.0% | 0.0% | 21 | +27,788 | 3.8% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 756,926 | 658 | 0.0% | 0.0% | 22 | -1,155,450 | -60.42% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 722,987 | 628 | 0.0% | 0.0% | 23 | +54,300 | 8.12% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 604,791 | 526 | 0.05% | 0.07% | 24 | -124,415 | -17.06% | Q4 2025 | Feb 06, 2026 |
| Graham Capital Management, L.P. | History | Added to | 600,042 | 522 | 0.01% | 0.0% | 25 | +472,304 | 369.74% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 576,372 | 501 | 0.0% | 0.0% | 26 | -490,813 | -45.99% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | No change | 553,573 | 481 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| De Lisle Partners LLP | History | No change | 535,957 | 463 | 0.06% | 0.07% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 531,970 | 462 | 0.0% | 0.0% | 29 | +157,074 | 41.9% | Q4 2025 | Feb 13, 2026 |
| Watchman Group, Inc. | History | No change | 500,000 | 435 | 0.1% | 0.13% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 485,016 | 421 | 0.0% | 0.0% | 31 | -106,875 | -18.06% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 357,695 | 311 | 0.0% | 0.0% | 32 | -27,220 | -7.07% | Q4 2025 | Feb 19, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 351,974 | 306 | 0.0% | 0.0% | 33 | -486,049 | -58.0% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | New | 340,643 | 296 | 0.03% | — | 34 | +340,643 | New | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 330,014 | 287 | 0.0% | 0.0% | 35 | -33,050 | -9.1% | Q4 2025 | Feb 17, 2026 |
| SPROTT INC. | History | New | 285,000 | 247 | 0.01% | — | 36 | +285,000 | New | Q4 2025 | Feb 12, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 271,600 | 236 | 0.0% | — | 37 | +271,600 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Reduced | 233,249 | 202 | 0.01% | 0.02% | 38 | -75,175 | -24.37% | Q4 2025 | Feb 17, 2026 |
| Metis Global Partners, LLC | History | New | 210,350 | 183 | 0.0% | — | 39 | +210,350 | New | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 209,908 | 182 | 0.0% | 0.0% | 40 | -31,980 | -13.22% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 207,300 | 180 | 0.0% | — | 41 | +207,300 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 186,865 | 162 | 0.0% | 0.0% | 42 | -642,616 | -77.47% | Q4 2025 | Feb 17, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 168,500 | 146 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 166,595 | 144 | 0.01% | — | 44 | +166,595 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | New | 127,760 | 111 | 0.0% | — | 45 | +127,760 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 119,165 | 103 | 0.0% | 0.0% | 46 | -15,795 | -11.7% | Q4 2025 | Feb 13, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 100,000 | 87 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Reduced | 98,910 | 86 | 0.0% | 0.0% | 48 | -3,500 | -3.42% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 97,091 | 84 | 0.0% | 0.0% | 49 | -15 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | New | 92,272 | 80 | 0.0% | — | 50 | +92,272 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 84,966 | 73 | 0.0% | 0.0% | 51 | -16,962 | -16.64% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 80,849 | 70 | 0.0% | 0.0% | 52 | +42,320 | 109.84% | Q4 2025 | Jan 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 73,646 | 64 | 0.0% | 0.0% | 53 | +8,033 | 12.24% | Q4 2025 | Feb 11, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 67,400 | 58 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 62,723 | 54 | 0.0% | — | 55 | +62,723 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 59,155 | 51 | 0.0% | 0.0% | 56 | -35,250 | -37.34% | Q4 2025 | Feb 17, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 57,884 | 50 | 0.01% | 0.01% | 57 | +7,000 | 13.76% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 54,051 | 47 | 0.0% | 0.0% | 58 | -25,786 | -32.3% | Q4 2025 | Feb 17, 2026 |
| Founders Capital Management | History | Reduced | 47,200 | 41 | 0.02% | 0.03% | 59 | -10,000 | -17.48% | Q4 2025 | Jan 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 45,171 | 39 | 0.0% | 0.0% | 60 | -1,401 | -3.01% | Q4 2025 | Feb 18, 2026 |
| Callahan Advisors, LLC | History | Added to | 43,061 | 37 | 0.0% | 0.0% | 61 | +15,000 | 53.45% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 41,742 | 36 | 0.0% | 0.0% | 62 | -129,328 | -75.6% | Q4 2025 | Mar 25, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 36,861 | 32 | 0.0% | 0.0% | 63 | +17,461 | 90.01% | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | New | 36,133 | 31 | 0.0% | — | 64 | +36,133 | New | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | No change | 35,380 | 30 | 0.01% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 33,965 | 29 | 0.0% | 0.0% | 66 | +1,033 | 3.14% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 31,196 | 27 | 0.0% | 0.0% | 67 | +12,331 | 65.36% | Q4 2025 | Feb 24, 2026 |
| Royal Fund Management, LLC | History | New | 30,000 | 26 | 0.0% | — | 68 | +30,000 | New | Q4 2025 | Jan 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 27,245 | 23 | 0.0% | 0.0% | 69 | -1,192 | -4.19% | Q4 2025 | Jan 14, 2026 |
| R Squared Ltd | History | Added to | 25,152 | 21 | 0.01% | 0.01% | 70 | +11,644 | 86.2% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | No change | 22,667 | 19 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 20,491 | 17 | 0.0% | — | 73 | +20,491 | New | Q4 2025 | Feb 10, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 20,000 | 17 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 17,300 | 15 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,450 | 14 | 0.0% | 0.0% | 75 | +3,750 | 29.53% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | New | 15,000 | 13 | 0.0% | — | 76 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 15,000 | 13 | 0.0% | 0.01% | 78 | -10,000 | -40.0% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 15,941 | 13 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 14,764 | 12 | 0.0% | — | 80 | +14,764 | New | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | No change | 14,800 | 12 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,000 | 11 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 11,884 | 10 | 0.0% | — | 86 | +11,884 | New | Q4 2025 | Mar 02, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 11,552 | 10 | 0.0% | 0.0% | 83 | -8,981 | -43.74% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,800 | 10 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | No change | 11,552 | 10 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | No change | 12,000 | 10 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,392 | 9 | 0.0% | 0.0% | 89 | -446,251 | -97.72% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 11,460 | 9 | 0.0% | 0.0% | 88 | -5,054 | -30.6% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 11,409 | 9 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Traynor Capital Management, Inc. | History | No change | 10,500 | 9 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,000 | 8 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 10,000 | 8 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 4,000 | 3 | 0.0% | — | 93 | +4,000 | New | Q4 2025 | Feb 05, 2026 |
| WINNOW WEALTH LLC | History | No change | 3,365 | 3 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,000 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3,000 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,356 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,490,569 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -616,493 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -150,657 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -99,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -77,830 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,794 | -100.0% | Q3 2025 | Nov 14, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -39,167 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,370 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,774 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,654 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,325 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,211 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,731 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CWM, LLC | History | Reduced | 172 | 0 | — | 0.0% | — | -3,408 | -95.2% | Q4 2025 | Jan 26, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,775 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 444 | 0 | — | 0.0% | — | -964 | -68.47% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 11 | 0 | — | 0.0% | — | -940 | -98.84% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -581 | -100.0% | Q3 2025 | Nov 21, 2025 |
| OPTIMA CAPITAL LLC | History | New | 568 | 0 | — | — | — | +568 | New | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASSETMARK, INC | History | New | 320 | 0 | — | — | — | +320 | New | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 250 | 0 | — | — | — | +250 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 492 | 0 | — | — | — | -191 | -27.96% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -128 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Allworth Financial LP | History | New | 125 | 0 | — | — | — | +125 | New | Q4 2025 | Feb 05, 2026 |
| Motiv8 Investments LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 68 | 0 | — | — | — | +68 | New | Q4 2025 | Feb 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 734 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avion Wealth | History | No change | 665 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 667 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |