RESOURCES CONNECTION, INC. - RGP

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.

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 3,064,824 15,446 0.0% 0.0% 1 -42,684 -1.37% Q4 2025 Feb 12, 2026
Tieton Capital Management, LLC History Reduced 2,258,807 11,384 3.89% 4.01% 2 -30,850 -1.35% Q4 2025 Feb 10, 2026
VANGUARD GROUP INC History Reduced 1,877,587 9,463 0.0% 0.0% 3 -133,560 -6.64% Q4 2025 Jan 29, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 1,442,645 7,270 0.06% 0.06% 4 +43,369 3.1% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,407,032 7,091 0.0% 0.0% 5 +380,769 37.1% Q4 2025 Feb 13, 2026
Circumference Group LLC History Added to 1,389,243 7,001 7.54% 7.28% 6 +100,000 7.76% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,292,329 6,513 0.0% 0.0% 7 -293,140 -18.49% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 797,149 4,018 0.0% 0.0% 8 -29,958 -3.62% Q4 2025 Feb 09, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 787,448 3,968 0.01% 0.01% 9 0 0.0% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History New 750,950 3,784 0.01% 10 +750,950 New Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 735,935 3,709 0.0% 0.0% 11 -22,713 -2.99% Q4 2025 Feb 13, 2026
Invenomic Capital Management LP History Reduced 638,790 3,219 0.15% 0.16% 12 -14,518 -2.22% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 628,625 3,168 0.0% 0.0% 13 +577,821 1137.35% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 596,633 3,007 0.0% 0.0% 14 +97,751 19.59% Q4 2025 Feb 11, 2026
KENNEDY CAPITAL MANAGEMENT LLC History New 595,714 3,002 0.06% 15 +595,714 New Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 462,932 2,333 0.0% 0.0% 16 -27,897 -5.68% Q4 2025 Feb 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 454,976 2,293 0.01% 17 +454,976 New Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Reduced 385,608 1,943 0.02% 0.04% 18 -315,168 -44.97% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 366,101 1,845 0.0% 0.0% 19 -10,720 -2.84% Q4 2025 Feb 17, 2026
Peapod Lane Capital LLC History New 358,954 1,809 1.54% 20 +358,954 New Q4 2025 Jan 28, 2026
GOLDMAN SACHS GROUP INC History Added to 281,906 1,420 0.0% 0.0% 21 +36,656 14.95% Q4 2025 Mar 25, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 281,200 1,417 0.0% 0.0% 22 +50,000 21.63% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Reduced 244,803 1,233 0.0% 0.0% 23 -13,194 -5.11% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 241,861 1,218 0.0% 0.0% 24 -34,826 -12.59% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History New 226,268 1,140 0.0% 25 +226,268 New Q4 2025 Jan 09, 2026
D. E. Shaw & Co., Inc. History Reduced 210,944 1,063 0.0% 0.0% 26 -79,180 -27.29% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 197,855 997 0.0% 0.0% 27 +56,679 40.15% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 194,661 981 0.0% 0.0% 28 -230,011 -54.16% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 173,103 872 0.0% 0.0% 29 -27,130 -13.55% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 170,458 859 0.0% 0.0% 30 -25,907 -13.19% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 160,447 808 0.02% 0.02% 31 -8,500 -5.03% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 134,310 676 0.0% 0.0% 32 +27,199 25.39% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 113,306 571 0.0% 0.0% 33 +11,820 11.65% Q4 2025 Feb 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 97,834 493 0.0% 0.0% 34 0 0.0% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 88,873 447 0.0% 0.0% 35 -34,100 -27.73% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 88,007 443 0.0% 0.0% 36 -521,608 -85.56% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 73,339 369 0.0% 0.0% 37 +5,161 7.57% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 66,957 337 0.0% 0.0% 38 +34,787 108.13% Q4 2025 Jan 29, 2026
Invesco Ltd. History Reduced 62,470 314 0.0% 0.0% 39 -5,797 -8.49% Q4 2025 Feb 19, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 58,860 296 0.0% 0.0% 40 +14,066 31.4% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 57,806 291 0.0% 0.0% 41 -20,600 -26.27% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 56,513 284 0.0% 0.0% 42 -36,783 -39.43% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 53,485 269 0.0% 0.0% 43 0 0.0% Q4 2025 Feb 17, 2026
Pacific Ridge Capital Partners, LLC History Added to 52,320 263 0.06% 0.06% 44 +2,350 4.7% Q4 2025 Feb 04, 2026
Williams & Novak, LLC History Added to 51,435 259 0.19% 0.12% 45 +20,450 66.0% Q4 2025 Feb 05, 2026
Arete Wealth Advisors, LLC History Added to 49,726 251 0.02% 0.01% 46 +24,353 95.98% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 48,949 246 0.0% 0.0% 47 +14,170 40.74% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 48,052 242 0.0% 0.0% 48 -4,217 -8.07% Q4 2025 Jan 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 46,656 235 0.01% 49 +46,656 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 46,376 233 0.0% 0.0% 50 -4,268 -8.43% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 42,790 215 0.0% 0.0% 51 -6,162 -12.59% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 40,992 207 0.0% 0.0% 52 +24,580 149.77% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 37,526 189 0.0% 0.0% 53 +92 0.25% Q4 2025 Feb 18, 2026
AlphaCore Capital LLC History Added to 35,387 178 0.0% 0.01% 54 +114 0.32% Q4 2025 Feb 05, 2026
WELLS FARGO & COMPANY/MN History Added to 35,036 176 0.0% 0.0% 55 +10,046 40.2% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History No change 35,000 176 0.01% 0.01% 56 0 0.0% Q4 2025 Jan 30, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History New 31,816 160 0.07% 57 +31,816 New Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 31,191 157 0.0% 0.0% 58 +1,081 3.59% Q4 2025 Jan 26, 2026
LPL Financial LLC History Added to 30,952 156 0.0% 0.0% 59 +17,489 129.9% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 30,310 152 0.0% 0.0% 60 +13,523 80.56% Q4 2025 Feb 18, 2026
Corient Private Wealth LLC History Added to 30,231 152 0.0% 0.0% 61 +4,969 19.67% Q4 2025 Mar 09, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 28,902 145 0.0% 0.0% 62 +14,740 104.08% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 27,584 139 0.0% 0.0% 64 +9,719 54.4% Q4 2025 Jan 09, 2026
HSBC HOLDINGS PLC History No change 27,668 139 0.0% 0.0% 63 0 0.0% Q4 2025 Mar 20, 2026
Odyssean, LLC History New 27,509 138 0.1% 65 +27,509 New Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 25,463 128 0.01% 0.01% 66 -11,512 -31.13% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 23,957 120 0.0% 0.0% 67 -33,900 -58.59% Q4 2025 Feb 17, 2026
Centiva Capital, LP History New 23,896 120 0.0% 68 +23,896 New Q4 2025 Feb 13, 2026
AlphaQuest LLC History No change 23,011 115 0.01% 0.01% 69 0 0.0% Q4 2025 Feb 09, 2026
Inscription Capital, LLC History Added to 22,426 113 0.01% 0.01% 70 +159 0.71% Q4 2025 Jan 29, 2026
Jain Global LLC History Added to 21,546 108 0.0% 0.0% 71 +7,900 57.89% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History No change 21,134 107 0.0% 0.0% 72 0 0.0% Q4 2025 Feb 18, 2026
Empowered Funds, LLC History No change 20,147 101 0.0% 0.0% 73 0 0.0% Q4 2025 Feb 18, 2026
Atria Investments, Inc History Added to 19,967 100 0.0% 0.0% 74 +9,737 95.18% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 19,428 98 0.0% 75 +19,428 New Q4 2025 Feb 17, 2026
Curi Capital, LLC History Reduced 18,468 93 0.0% 0.0% 76 -53 -0.29% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History Reduced 18,212 91 0.0% 0.0% 77 -12,700 -41.08% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 17,661 89 0.0% 0.0% 78 -12,424 -41.3% Q4 2025 Feb 13, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 17,289 87 0.06% 0.04% 79 +4,008 30.18% Q4 2025 Feb 04, 2026
Cerity Partners LLC History Reduced 17,247 86 0.0% 0.0% 80 -6,857 -28.45% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History New 15,911 80 0.0% 81 +15,911 New Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 15,542 78 0.0% 0.0% 82 -5,419 -25.85% Q4 2025 Feb 06, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 15,672 78 0.0% 0.0% 83 -2,004 -11.34% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History New 15,335 77 0.0% 84 +15,335 New Q4 2025 Feb 17, 2026
&PARTNERS History New 15,270 76 0.0% 85 +15,270 New Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Reduced 15,109 76 0.0% 0.0% 86 -65 -0.43% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 14,911 75 0.0% 0.0% 87 -764 -4.87% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 14,047 70 0.0% 0.0% 88 -2,980 -17.5% Q4 2025 Jan 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 13,888 69 0.0% 0.0% 89 -2,334 -14.39% Q4 2025 Feb 10, 2026
Capital Investment Advisors, LLC History No change 13,782 69 0.0% 0.0% 90 0 0.0% Q4 2025 Jan 13, 2026
State of Wyoming History Reduced 13,553 68 0.01% 0.02% 91 -25,810 -65.57% Q4 2025 Feb 11, 2026
GSA CAPITAL PARTNERS LLP History Reduced 12,822 65 0.01% 0.05% 92 -116,861 -90.11% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 12,311 64 0.0% 93 +12,311 New Q4 2025 Jan 08, 2026
STRS OHIO History No change 11,500 57 0.0% 0.0% 94 0 0.0% Q4 2025 Feb 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 10,956 55 0.0% 95 +10,956 New Q4 2025 Feb 13, 2026
Dynamic Technology Lab Private Ltd History New 10,892 55 0.01% 96 +10,892 New Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History New 10,000 50 0.0% 97 +10,000 New Q4 2025 Jan 23, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 9,630 48 0.0% 0.0% 98 -77,873 -88.99% Q4 2025 Feb 10, 2026
MetLife Investment Management, LLC History Reduced 9,500 47 0.0% 0.0% 99 -8,759 -47.97% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Reduced 9,455 47 0.0% 0.0% 100 -1,410 -12.98% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 9,125 46 0.0% 0.0% 101 -6,231 -40.58% Q4 2025 Jan 26, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,351 37 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 6,774 34 0.0% 0.0% 103 0 0.0% Q4 2025 Feb 12, 2026
Intesa Sanpaolo Wealth Management History New 6,464 32 0.01% 104 +6,464 New Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 6,286 31 0.0% 0.0% 105 +5,722 1014.54% Q4 2025 Feb 13, 2026
Eurizon Capital SGR S.p.A. History New 6,073 30 0.0% 106 +6,073 New Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Added to 4,729 23 0.0% 0.0% 107 +2,295 94.29% Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History New 4,056 20 0.0% 108 +4,056 New Q4 2025 Jan 08, 2026
TUCKER ASSET MANAGEMENT LLC History New 4,000 20 0.01% 109 +4,000 New Q4 2025 Feb 05, 2026
Ameritas Investment Partners, Inc. History No change 3,200 16 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 11, 2026
Legal & General Group Plc History No change 2,814 14 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,021 10 0.0% 0.0% 112 +1,734 604.18% Q4 2025 Jan 15, 2026
Sterling Capital Management LLC History Reduced 1,801 9 0.0% 0.0% 114 -444 -19.78% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,920 9 0.0% 0.0% 113 -107 -5.28% Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,640 8 0.0% 115 +1,640 New Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 1,581 8 0.0% 0.0% 116 -112 -6.62% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,512 7 0.0% 0.0% 117 +44 3.0% Q4 2025 Jan 07, 2026
AMALGAMATED BANK History Reduced 982 5 0.0% 0.0% 118 -116 -10.56% Q4 2025 Feb 05, 2026
Arax Advisory Partners History Reduced 850 4 0.0% 0.0% 119 -1,055 -55.38% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 982 4 0.0% 120 +868 761.4% Q4 2025 Jan 23, 2026
COMERICA BANK History Reduced 630 3 0.0% 0.0% 121 -1,139 -64.39% Q4 2025 Jan 29, 2026
EverSource Wealth Advisors, LLC History Reduced 776 3 0.0% 0.0% 122 -333 -30.03% Q4 2025 Feb 06, 2026
Anchor Investment Management, LLC History Added to 489 2 0.0% 0.0% 124 +7 1.45% Q4 2025 Feb 26, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 307 2 0.0% 0.0% 123 -5 -1.6% Q4 2025 Jan 20, 2026
Optiver Holding B.V. History No change 592 2 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 258 1 0.0% 0.0% 126 -855 -76.82% Q4 2025 Feb 09, 2026
Physician Wealth Advisors, Inc. History New 219 1 0.0% 128 +219 New Q4 2025 Jan 29, 2026
SBI Securities Co., Ltd. History Added to 217 1 0.0% 129 +56 34.78% Q4 2025 Feb 03, 2026
Bollard Group LLC History Added to 179 1 0.0% 0.0% 127 +1 0.56% Q4 2025 Feb 13, 2026
DEPRINCE RACE & ZOLLO INC History Closed out 0 0 0.07% -737,384 -100.0% Q3 2025 Oct 17, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 2.79% -118,833 -100.0% Q3 2025 Dec 09, 2025
Alpine Peaks Capital, LP History Closed out 0 0 0.51% -116,761 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 0.01% -104,165 -100.0% Q3 2025 Nov 13, 2025
PharVision Advisers, LLC History Closed out 0 0 0.15% -53,142 -100.0% Q3 2025 Nov 17, 2025
RBF Capital, LLC History Closed out 0 0 0.01% -32,041 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.0% -26,344 -100.0% Q3 2025 Nov 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -24,162 -100.0% Q3 2025 Nov 13, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -24,136 -100.0% Q3 2025 Nov 13, 2025
Groupe la Francaise History Closed out 0 0 0.0% -22,500 -100.0% Q3 2025 Nov 13, 2025
XTX Topco Ltd History Closed out 0 0 0.01% -20,422 -100.0% Q3 2025 Nov 14, 2025
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -19,029 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.01% -18,444 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -18,309 -100.0% Q3 2025 Nov 14, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.04% -17,224 -100.0% Q3 2025 Nov 14, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.01% -13,921 -100.0% Q3 2025 Nov 14, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -12,720 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -12,713 -100.0% Q3 2025 Nov 14, 2025
AXQ CAPITAL, LP History Closed out 0 0 0.02% -12,074 -100.0% Q3 2025 Nov 10, 2025
Quarry LP History Closed out 0 0 0.01% -9,529 -100.0% Q3 2025 Nov 14, 2025
OSAIC HOLDINGS, INC. History Reduced 119 0 0.0% -8,479 -98.62% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -8,379 -100.0% Q3 2025 Nov 12, 2025
CANADA LIFE ASSURANCE Co History Closed out 0 0 0.0% -2,258 -100.0% Q3 2025 Nov 17, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -2,084 -100.0% Q3 2025 Nov 12, 2025
Private Wealth Management Group, LLC History Closed out 0 0 0.0% -892 -100.0% Q3 2025 Oct 17, 2025
GAMMA Investing LLC History Closed out 0 0 0.0% -351 -100.0% Q3 2025 Oct 02, 2025
LOS ANGELES CAPITAL MANAGEMENT LLC History New 200 0 +200 New Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History New 104 0 +104 New Q4 2025 Jan 15, 2026
Bare Financial Services, Inc History Closed out 0 0 -95 -100.0% Q3 2025 Nov 12, 2025
IFP Advisors, Inc History Added to 94 0 +93 9300.0% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 87 0 +87 New Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Closed out 0 0 -85 -100.0% Q3 2025 Oct 30, 2025
Clearstead Advisors, LLC History Closed out 0 0 -64 -100.0% Q3 2025 Nov 10, 2025
ROTHSCHILD INVESTMENT LLC History Reduced 60 0 -54 -47.37% Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History New 17 0 +17 New Q4 2025 Feb 20, 2026
True Wealth Design, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Oct 21, 2025
SHP Wealth Management History New 12 0 +12 New Q4 2025 Mar 04, 2026
SageView Advisory Group, LLC History New 12 0 +12 New Q4 2025 Feb 17, 2026
Cornerstone Planning Group LLC History Closed out 0 0 -12 -100.0% Q3 2025 Nov 04, 2025
MAI Capital Management History No change 37 0 0 0.0% Q4 2025 Feb 13, 2026
Advisors Asset Management, Inc. History No change 51 0 0 0.0% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History No change 100 0 0 0.0% Q4 2025 Feb 13, 2026