TruBridge, Inc. - TBRG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLAZER CAPITAL, LLC | History | New | 1,204,554 | 31,571 | 0.78% | — | 1 | +1,204,554 | New | Q2 2026 | Aug 14, 2026 |
| Nellore Capital Management LLC | History | Added to | 998,446 | 26,169 | 2.91% | 1.85% | 2 | +10,000 | 1.01% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 852,012 | 22,331 | 0.0% | 0.0% | 3 | +119,141 | 16.26% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 576,222 | 15,102 | 0.0% | 0.0% | 4 | -1,153 | -0.2% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 566,739 | 14,854 | 0.0% | 0.0% | 5 | +3,890 | 0.69% | Q2 2026 | Aug 11, 2026 |
| MARTIN & CO INC /TN/ | History | Reduced | 440,721 | 11,551 | 1.8% | 1.12% | 6 | -7,929 | -1.77% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 279,809 | 7,335 | 0.0% | 0.0% | 7 | +28,841 | 11.49% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 278,612 | 7,302 | 0.13% | 0.09% | 8 | -5,227 | -1.84% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | New | 225,265 | 5,904 | 0.02% | — | 9 | +225,265 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 204,754 | 5,367 | 0.0% | — | 10 | +204,754 | New | Q2 2026 | Aug 07, 2026 |
| GABELLI FUNDS LLC | History | New | 201,956 | 5,293 | 0.03% | — | 11 | +201,956 | New | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 199,957 | 5,240 | 0.0% | 0.0% | 12 | +4,739 | 2.43% | Q2 2026 | Sep 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 329,163 | 4,818 | 0.0% | — | 13 | +329,163 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 176,900 | 4,636 | 0.0% | — | 14 | +176,900 | New | Q2 2026 | Aug 14, 2026 |
| Transmarket Holdings LP | History | New | 176,833 | 4,634 | 3.4% | — | 15 | +176,833 | New | Q2 2026 | Jul 21, 2026 |
| Qube Research & Technologies Ltd | History | New | 156,867 | 4,111 | 0.0% | — | 16 | +156,867 | New | Q2 2026 | Aug 14, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | New | 153,000 | 4,010 | 0.19% | — | 17 | +153,000 | New | Q2 2026 | Aug 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 146,600 | 3,842 | 0.56% | — | 18 | +146,600 | New | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 145,811 | 3,821 | 0.0% | 0.0% | 19 | -12,656 | -7.99% | Q2 2026 | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 140,100 | 3,672 | 0.02% | — | 21 | +140,100 | New | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 140,120 | 3,672 | 0.0% | 0.0% | 20 | +124,889 | 819.97% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 132,201 | 3,464 | 0.0% | 0.0% | 22 | +80,051 | 153.5% | Q2 2026 | Aug 13, 2026 |
| Polar Asset Management Partners Inc. | History | New | 126,648 | 3,319 | 0.05% | — | 23 | +126,648 | New | Q2 2026 | Aug 14, 2026 |
| Groupe la Francaise | History | New | 120,000 | 3,145 | 0.04% | — | 24 | +120,000 | New | Q2 2026 | Aug 25, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 113,693 | 2,979 | 0.0% | 0.0% | 25 | +57,583 | 102.63% | Q2 2026 | Aug 14, 2026 |
| Maven Securities LTD | History | New | 112,977 | 2,961 | 0.06% | — | 26 | +112,977 | New | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 102,225 | 2,679 | 0.0% | 0.0% | 27 | +11,460 | 12.63% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 88,483 | 2,319 | 0.0% | 0.0% | 28 | -6,898 | -7.23% | Q2 2026 | Aug 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 81,241 | 2,129 | 0.14% | — | 29 | +81,241 | New | Q2 2026 | Jul 24, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 76,873 | 2,014 | 0.99% | — | 30 | +76,873 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 72,132 | 1,890 | 0.0% | 0.0% | 31 | -23,665 | -24.7% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 71,319 | 1,869 | 0.0% | 0.0% | 32 | -5,247 | -6.85% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 62,777 | 1,645 | 0.0% | 0.0% | 33 | -44,270 | -41.36% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 61,976 | 1,624 | 0.0% | — | 34 | +61,976 | New | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | New | 51,561 | 1,351 | 0.0% | — | 35 | +51,561 | New | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 49,862 | 1,306 | 0.0% | 0.0% | 36 | +73 | 0.15% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 46,800 | 1,226 | 0.07% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 42,691 | 1,118 | 0.04% | 0.02% | 38 | -3,400 | -7.38% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 41,740 | 1,093 | 0.0% | 0.0% | 39 | +6,878 | 19.73% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 37,445 | 981 | 0.0% | — | 40 | +37,445 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 36,552 | 958 | 0.0% | 0.0% | 41 | +26,946 | 280.51% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 32,822 | 860 | 0.0% | 0.0% | 42 | +18,028 | 121.86% | Q2 2026 | Sep 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 30,632 | 802 | 0.0% | 0.0% | 43 | -132 | -0.43% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 29,300 | 767 | 0.0% | 0.0% | 44 | -7,822 | -21.07% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 26,509 | 694 | 0.0% | 0.0% | 45 | -16,913 | -38.95% | Q2 2026 | Aug 14, 2026 |
| Chicago Capital Management, LLC | History | New | 34,663 | 685 | 0.61% | — | 46 | +34,663 | New | Q2 2026 | Jul 22, 2026 |
| Invesco Ltd. | History | Reduced | 25,668 | 672 | 0.0% | 0.0% | 47 | -1,979 | -7.16% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 25,000 | 655 | 0.03% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 24,861 | 651 | 0.08% | 0.06% | 49 | -786 | -3.06% | Q2 2026 | Aug 11, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 23,251 | 609 | 0.06% | — | 50 | +23,251 | New | Q2 2026 | Aug 14, 2026 |
| PenderFund Capital Management Ltd. | History | New | 22,200 | 581 | 0.07% | — | 51 | +22,200 | New | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | New | 20,034 | 525 | 0.02% | — | 52 | +20,034 | New | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 19,406 | 508 | 0.0% | 0.0% | 53 | +6,432 | 49.58% | Q2 2026 | Aug 11, 2026 |
| Yakira Capital Management, Inc. | History | New | 18,100 | 474 | 0.14% | — | 54 | +18,100 | New | Q2 2026 | Aug 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 17,592 | 461 | 0.0% | — | 55 | +17,592 | New | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 16,413 | 430 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 13,010 | 340 | 0.0% | 0.0% | 57 | +1,080 | 9.05% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 12,000 | 314 | 0.0% | 0.0% | 58 | -32,182 | -72.84% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 11,600 | 304 | 0.0% | 0.0% | 59 | -8,166 | -41.31% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 11,057 | 289 | 0.0% | 0.0% | 61 | -1,413 | -11.33% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 11,055 | 289 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,502 | 275 | 0.0% | 0.0% | 62 | -21,955 | -67.64% | Q2 2026 | Aug 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 9,645 | 252 | 0.0% | — | 63 | +9,645 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,457 | 247 | 0.0% | 0.0% | 64 | -91,805 | -90.66% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,082 | 238 | 0.0% | 0.0% | 65 | +5,670 | 166.18% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 8,839 | 232 | 0.0% | — | 66 | +8,839 | New | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,498 | 222 | 0.02% | 0.01% | 67 | -2,602 | -23.44% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 8,425 | 220 | 0.0% | — | 68 | +8,425 | New | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 7,163 | 187 | 0.0% | 0.0% | 69 | +5,382 | 302.19% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 6,428 | 168 | 0.0% | 0.0% | 70 | +5,432 | 545.38% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | New | 5,742 | 150 | 0.0% | — | 71 | +5,742 | New | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,937 | 129 | 0.0% | 0.0% | 72 | +534 | 12.13% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,593 | 120 | 0.0% | 0.0% | 73 | +750 | 19.52% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,300 | 112 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 3,900 | 102 | 0.0% | 0.0% | 75 | -1,133 | -22.51% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,706 | 97 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,592 | 94 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,150 | 82 | 0.0% | 0.0% | 78 | +1,929 | 157.99% | Q2 2026 | Aug 06, 2026 |
| FNY Investment Advisers, LLC | History | New | 3,000 | 78 | 0.03% | — | 79 | +3,000 | New | Q2 2026 | Jul 08, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 2,932 | 76 | 0.02% | — | 80 | +2,932 | New | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,499 | 65 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,454 | 64 | 0.0% | 0.0% | 82 | -23 | -0.93% | Q2 2026 | Jul 07, 2026 |
| FIRST HORIZON CORP | History | No change | 1,879 | 49 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantbot Technologies LP | History | New | 1,700 | 44 | 0.0% | — | 84 | +1,700 | New | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,659 | 43 | 0.0% | 0.0% | 85 | -1,393 | -45.64% | Q2 2026 | Aug 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 1,200 | 31 | 0.0% | — | 86 | +1,200 | New | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Added to | 1,096 | 28 | 0.0% | 0.0% | 87 | +191 | 21.1% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,020 | 26 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 985 | 25 | 0.0% | 0.0% | 89 | -5,000 | -83.54% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 826 | 21 | 0.0% | 0.0% | 90 | -59 | -6.67% | Q2 2026 | Aug 11, 2026 |
| Financial Management Professionals, Inc. | History | New | 744 | 19 | 0.0% | — | 91 | +744 | New | Q2 2026 | Jul 09, 2026 |
| CWM, LLC | History | No change | 863 | 12 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 329 | 9 | 0.0% | — | 93 | +315 | 2250.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 217 | 5 | 0.0% | 0.0% | 94 | -7,691 | -97.26% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 200 | 5 | 0.0% | — | 95 | +200 | New | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 159 | 4 | 0.0% | — | 96 | +159 | New | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 132 | 3 | 0.0% | 0.0% | 97 | -409 | -75.6% | Q2 2026 | Aug 24, 2026 |
| Quarry LP | History | New | 150 | 3 | 0.0% | — | 101 | +150 | New | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 126 | 3 | 0.0% | — | 99 | +126 | New | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 118 | 3 | 0.0% | — | 100 | +118 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 83 | 2 | 0.0% | 0.0% | 102 | -2 | -2.35% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 57 | 1 | 0.0% | — | 106 | +57 | New | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | New | 45 | 1 | 0.0% | — | 107 | +45 | New | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Added to | 44 | 1 | 0.0% | — | 105 | +18 | 69.23% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Reduced | 48 | 1 | 0.0% | — | 104 | -6 | -11.11% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 41 | 1 | 0.0% | — | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -295,475 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -292,414 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -94,472 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,448 | -100.0% | Q2 2026 | Jul 28, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Closed out | 0 | 0 | — | 0.03% | — | -52,062 | -100.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,977 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,531 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -23,527 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,962 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.0% | — | -12,135 | -100.0% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -10,226 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -505 | -98.44% | Q2 2026 | Jul 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -67 | -91.78% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 31 | 0 | — | — | — | +9 | 40.91% | Q2 2026 | Jul 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18 | 0 | — | — | — | -7 | -28.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |