Simulations Plus, Inc. - SLP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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
First Light Asset Management, LLC History No change 2,792,677 51,133 3.11% 3.11% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,502,099 27,503 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
First Eagle Investment Management, LLC History No change 1,070,582 19,602 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 741,467 13,576 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 539,072 9,870 0.17% 0.17% 5 0 0.0% Q2 2026 Aug 14, 2026
Tributary Capital Management, LLC History No change 538,249 9,855 0.81% 0.81% 6 0 0.0% Q2 2026 Jul 23, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 440,373 8,065 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 410,540 7,516 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 382,540 7,005 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 22, 2026
JPMORGAN CHASE & CO History No change 326,077 5,993 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 315,902 5,784 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 312,882 5,728 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 300,334 5,499 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 233,359 4,272 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 11, 2026
North Star Investment Management Corp. History No change 219,188 4,013 0.22% 0.22% 15 0 0.0% Q2 2026 Jul 28, 2026
JANE STREET GROUP, LLC History No change 208,688 3,821 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
GLAZER CAPITAL, LLC History No change 201,564 3,691 0.09% 0.09% 17 0 0.0% Q2 2026 Aug 14, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 200,000 3,662 0.5% 0.5% 18 0 0.0% Q2 2026 Jul 23, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 185,048 3,388 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Kopion Asset Management, LLC History No change 184,614 3,380 2.14% 2.14% 20 0 0.0% Q2 2026 Jul 06, 2026
D. E. Shaw & Co., Inc. History No change 183,488 3,359 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 169,888 3,110 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 168,716 3,089 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 155,891 2,854 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 155,702 2,850 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 152,812 2,797 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 151,848 2,780 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History No change 147,058 2,692 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 130,749 2,394 0.0% 0.0% 29 0 0.0% Q2 2026 Sep 23, 2026
Meros Investment Management, LP History No change 130,229 2,384 0.76% 0.76% 30 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 129,956 2,379 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Polar Asset Management Partners Inc. History No change 127,874 2,341 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 14, 2026
Groupe la Francaise History No change 127,200 2,329 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 25, 2026
VANGUARD FIDUCIARY TRUST CO History No change 119,317 2,184 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 119,150 2,181 0.32% 0.32% 35 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 110,368 2,020 0.0% 0.0% 36 0 0.0% Q2 2026 Sep 02, 2026
Quantinno Capital Management LP History No change 109,948 2,013 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 103,010 1,886 0.09% 0.09% 38 0 0.0% Q2 2026 Aug 07, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 100,885 1,847 0.16% 0.16% 39 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 95,805 1,754 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 85,185 1,559 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 84,800 1,552 0.1% 0.1% 42 0 0.0% Q2 2026 Jul 24, 2026
Squarepoint Ops LLC History No change 84,655 1,550 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Topline Capital Management, LLC History No change 84,412 1,545 0.4% 0.4% 44 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 79,640 1,458 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
ABC ARBITRAGE SA History No change 78,869 1,444 0.16% 0.16% 46 0 0.0% Q2 2026 Jul 20, 2026
Nuveen, LLC History No change 68,691 1,257 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 68,095 1,246 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 53,263 975 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
OMERS ADMINISTRATION Corp History No change 51,500 942 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 48,258 883 0.02% 0.02% 51 0 0.0% Q2 2026 Jul 31, 2026
Invesco Ltd. History No change 47,916 877 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 41,323 756 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 38,674 708 0.06% 0.06% 54 0 0.0% Q2 2026 Jul 29, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 38,580 706 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 37,990 695 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 36,739 672 0.16% 0.16% 57 0 0.0% Q2 2026 Aug 13, 2026
Virtu Financial LLC History No change 36,635 671 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 13, 2026
Navalign, LLC History No change 35,006 640 0.15% 0.15% 59 0 0.0% Q2 2026 Jul 27, 2026
WATER ISLAND CAPITAL LLC History No change 33,238 608 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 29,965 548 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 29,194 534 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 28,116 519 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 28,304 518 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 07, 2026
Hennion & Walsh Asset Management, Inc. History No change 27,917 511 0.01% 0.01% 65 0 0.0% Q2 2026 Jul 08, 2026
DEUTSCHE BANK AG\ History No change 26,703 488 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 07, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 26,700 488 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 26,533 485 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 26,188 479 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 26,201 476 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 25,716 471 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 25,475 466 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 23,794 435 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 21,612 395 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 21,348 390 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Linden Thomas Advisory Services, LLC History No change 21,096 386 0.03% 0.03% 76 0 0.0% Q2 2026 Jul 16, 2026
Corient Private Wealth LP History No change 20,603 377 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 27, 2026
FIRST NATIONAL BANK OF OMAHA History No change 18,913 346 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 18,884 345 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 19, 2026
CITIGROUP INC History No change 17,181 314 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 03, 2026
MILLENNIUM MANAGEMENT LLC History No change 16,490 301 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 16,306 298 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 16,000 292 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 15,974 292 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 15,979 291 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 15,826 289 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 24,210 286 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 15,334 280 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Advisory Solutions Group, LLC History No change 14,800 270 0.09% 0.09% 89 0 0.0% Q2 2026 Jul 29, 2026
AMERICAN CENTURY COMPANIES INC History No change 14,333 262 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 12, 2026
Green Alpha Advisors, LLC History No change 13,606 249 0.17% 0.17% 91 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 12,978 238 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 12,984 237 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 12,234 224 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 12,200 223 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 11,510 210 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 11,314 207 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 05, 2026
Y-Intercept (Hong Kong) Ltd History No change 11,296 206 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 13, 2026
Savvy Advisors, Inc. History No change 10,287 188 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 03, 2026
BAILARD, INC. History No change 10,000 183 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 30, 2026
SG Americas Securities, LLC History No change 9,550 175 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History No change 9,214 168 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 9,132 167 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 7,906 144 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 6,698 122 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 06, 2026
PenderFund Capital Management Ltd. History No change 6,700 122 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 5,967 109 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,934 108 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,225 95 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 23, 2026
Versant Capital Management, Inc History No change 4,906 90 0.01% 0.01% 110 0 0.0% Q3 2026 Oct 01, 2026
Legal & General Group Plc History No change 4,835 88 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 4,688 86 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 4,592 84 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 4,523 82 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,501 82 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 07, 2026
Arax Advisory Partners History No change 4,506 82 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 10, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 4,199 76 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 06, 2026
STRS OHIO History No change 3,800 69 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 30, 2026
HighMark Wealth Management LLC History No change 3,467 63 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 2,831 51 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 07, 2026
Caitong International Asset Management Co., Ltd History No change 2,726 49 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Investment Partners, Inc. History No change 1,576 28 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,487 27 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 1,154 21 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
Financial Management Professionals, Inc. History No change 1,087 19 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 09, 2026
UMB Bank, n.a. History No change 758 13 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 755 13 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 24, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 700 12 0.01% 0.01% 128 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 602 11 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 505 9 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History No change 441 8 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 367 7 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 400 7 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 07, 2026
SIMPLEX TRADING, LLC History No change 407 7 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 404 7 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 277 5 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 240 4 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 234 4 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 24, 2026
Parallel Advisors, LLC History No change 255 4 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 224 4 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 232 4 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 06, 2026
SouthState Bank Corp History No change 175 3 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 168 3 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History No change 145 2 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 155 2 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 90 1 0.0% 0.0% 155 +14 18.42% Q3 2026 Oct 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 97 1 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 80 1 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 88 1 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 20, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 55 1 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 04, 2026
Concord Wealth Partners History No change 77 1 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 27, 2026
NFSG Corp History No change 63 1 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 60 1 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 20, 2026
Quarry LP History No change 105 1 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 100 1 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 16, 2026
HARBOUR INVESTMENTS, INC. History No change 21 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 45 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Asset Dedication, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 42 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Avion Wealth History No change 41 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
SJS Investment Consulting Inc. History No change 17 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Covestor Ltd History No change 21 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Strengthening Families & Communities, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Investors Portfolio Services LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 14, 2026