← All institutions

Institutional Holdings

AIP

Ownership Summary

Institutions Holding
230
Total Shares Held
32,301,783
Total Value Held
$1,472,090,930
Quarter
2026-06-30

Active Positions

Increased Positions
80
17,862,912 shares
Decreased Positions
41
8,821,376 shares
Held Positions
6
305,487 shares
New Positions
85
5,312,008 shares
Sold Out Positions
18
1,418,473 shares
Institution Shares Value Change % of Portfolio Reported
NEEDHAM INVESTMENT MANAGEMENT LLC 3,927,500 $190,837,225 ▼ -25,000 5.74% 2026-06-30
BlackRock, Inc. 3,295,511 $160,128,880 ▲ +1,194,807 0.00% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 1,513,992 $73,564,871 New position 0.00% 2026-06-30
FRANKLIN RESOURCES INC 1,499,096 $72,841,075 ▼ -268,443 0.02% 2026-06-30
FEDERATED HERMES, INC. 1,411,787 $68,598,731 ▲ +776,054 0.10% 2026-06-30
Nuveen, LLC 1,065,102 $51,753,306 ▲ +291,245 0.01% 2026-06-30
GOLDMAN SACHS GROUP INC 1,008,092 $48,983,189 ▲ +60,564 0.00% 2026-06-30
JACOBS LEVY EQUITY MANAGEMENT, INC 981,795 $47,705,419 ▲ +374,169 0.17% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 885,754 $43,049,232 ▲ +94,438 0.00% 2026-06-30
STATE STREET CORP 867,221 $42,138,268 ▲ +50,362 0.00% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 818,720 $39,781,606 ▲ +133,195 0.01% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 600,609 $29,183,591 New position 0.00% 2026-06-30
LOOMIS SAYLES & CO L P 525,712 $25,544,346 New position 0.03% 2026-06-30
WELLINGTON MANAGEMENT GROUP LLP 500,200 $24,304,718 ▲ +1,897 0.00% 2026-06-30
JANE STREET GROUP, LLC 470,214 $22,847,698 ▲ +431,347 0.00% 2026-06-30
Invesco Ltd. 457,778 $22,243,432 New position 0.00% 2026-06-30
MACKENZIE FINANCIAL CORP 453,397 $22,030,560 ▲ +337,537 0.02% 2026-06-30
NEXT CENTURY GROWTH INVESTORS LLC 437,179 $21,242,527 ▼ -152,406 1.13% 2026-06-30
Samjo Management, LLC 340,010 $16,521,086 ▼ -804,020 5.64% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 303,876 $14,765,335 ▲ +234,476 0.02% 2026-06-30
HERALD INVESTMENT MANAGEMENT Ltd 296,800 $14,403,704 ▼ -103,200 1.95% 2026-06-30
NORTHERN TRUST CORP 294,983 $14,333,224 ▲ +52,845 0.00% 2026-06-30
THAMES CAPITAL MANAGEMENT LLC 293,973 $14,284,148 Unchanged 1.17% 2026-06-30
STATE OF WISCONSIN INVESTMENT BOARD 288,853 $14,035,367 ▲ +26,507 0.03% 2026-06-30
D. E. Shaw & Co., Inc. 280,894 $13,648,639 ▲ +247,968 0.01% 2026-06-30
ESSEX INVESTMENT MANAGEMENT CO LLC 277,665 $13,491,742 ▼ -12,654 1.77% 2026-06-30
FMR LLC 262,023 $12,731,681 ▲ +235,934 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 241,991 $11,758,343 ▲ +23,223 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 239,276 $11,626,421 New position 0.00% 2026-06-30
ALGERT GLOBAL LLC 238,772 $11,601,931 New position 0.14% 2026-06-30
MORGAN STANLEY 220,086 $10,694,014 ▼ -153,145 0.00% 2026-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 219,311 $10,656,321 ▼ -245,541 0.07% 2026-06-30
Trexquant Investment LP 216,984 $10,543,253 ▼ -128,251 0.06% 2026-06-30
MILLENNIUM MANAGEMENT LLC 208,522 $10,132,084 ▲ +125,302 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 202,399 $9,834,567 New position 0.00% 2026-06-30
G2 Investment Partners Management LLC 183,386 $8,910,726 ▼ -439,617 1.62% 2026-06-30
NATIXIS 165,700 $8,051,363 New position 0.03% 2026-06-30
CITADEL ADVISORS LLC 165,627 $8,047,816 ▲ +46,155 0.00% 2026-06-30
Informed Momentum Co LLC 162,933 $7,916,914 ▼ -42,743 0.71% 2026-06-30
Granahan Investment Management, LLC 160,415 $7,794,565 ▼ -552,662 0.28% 2026-06-30
Russell Investments Group, Ltd. 162,049 $7,767,091 ▲ +128,264 0.01% 2026-06-30
BANK OF AMERICA CORP /DE/ 158,175 $7,685,723 ▲ +113,642 0.00% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 157,891 $7,671,923 ▲ +156,608 0.00% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 151,909 $7,381,258 ▲ +103,911 0.01% 2026-06-30
IMC-Chicago, LLC 149,535 $7,265,906 ▲ +20,235 0.00% 2026-06-30
Qube Research & Technologies Ltd 148,874 $7,233,788 ▲ +18,681 0.01% 2026-06-30
SEI INVESTMENTS CO 145,477 $7,068,727 ▼ -24,795 0.01% 2026-06-30
Public Sector Pension Investment Board 142,200 $6,909,498 New position 0.02% 2026-06-30
JPMORGAN CHASE & CO 135,459 $6,415,339 ▲ +16,895 0.00% 2026-06-30
MARSHALL WACE, LLP 107,939 $5,244,756 ▼ -452,084 0.00% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 105,208 $5,112,057 ▲ +17,810 0.00% 2026-06-30
ExodusPoint Capital Management, LP 102,952 $5,002,438 New position 0.03% 2026-06-30
Bank of New York Mellon Corp 98,349 $4,778,789 ▲ +24,616 0.00% 2026-06-30
Legato Capital Management LLC 93,679 $4,551,863 ▲ +2,675 0.38% 2026-06-30
IEQ CAPITAL, LLC 91,199 $4,431,359 ▼ -4,856 0.02% 2026-06-30
LPL Financial LLC 86,161 $4,186,563 ▼ -45,915 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 81,108 $3,941,037 New position 0.00% 2026-06-30
Walleye Capital LLC 67,408 $3,275,355 ▲ +19,595 0.01% 2026-06-30
Swiss National Bank 66,100 $3,211,799 New position 0.00% 2026-06-30
Mariner, LLC 65,877 $3,200,725 ▲ +3,655 0.00% 2026-06-30
HSBC HOLDINGS PLC 64,032 $3,131,805 New position 0.00% 2026-06-30
Huntleigh Advisors, Inc. 63,321 $3,076,775 ▼ -56,512 0.43% 2026-06-30
TWO SIGMA INVESTMENTS, LP 56,600 $2,750,194 New position 0.00% 2026-06-30
WESBANCO BANK INC 54,500 $2,648,155 ▲ +20,500 0.07% 2026-06-30
RHUMBLINE ADVISERS 53,542 $2,601,596 ▲ +4,769 0.00% 2026-06-30
UBS Group AG 51,769 $2,515,456 ▼ -73,264 0.00% 2026-06-30
CITIGROUP INC 51,730 $2,513,561 ▲ +50,237 0.00% 2026-06-30
Affinity Capital Advisors, LLC 71,206 $2,479,393 ▲ +54 0.31% 2026-06-30
BOOTHBAY FUND MANAGEMENT, LLC 45,872 $2,228,920 ▼ -93,259 0.03% 2026-06-30
WHITE PINE CAPITAL LLC 44,625 $2,168,329 ▼ -8,378 0.51% 2026-06-30
WELLS FARGO & COMPANY/MN 42,430 $2,061,673 ▲ +28,021 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 41,981 $2,039,857 ▲ +4,988 0.01% 2026-06-30
OCCUDO QUANTITATIVE STRATEGIES LP 40,849 $1,984,853 New position 0.11% 2026-06-30
Harvest Investment Services, LLC 39,564 $1,922,415 New position 0.30% 2026-06-30
Campbell & CO Investment Adviser LLC 37,593 $1,826,644 New position 0.10% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 37,200 $1,807,548 ▲ +35,492 0.00% 2026-06-30
Squarepoint Ops LLC 36,731 $1,784,759 ▼ -125,141 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 36,374 $1,767,412 ▲ +12,209 0.00% 2026-06-30
Numerai GP LLC 35,870 $1,742,923 ▲ +13,592 0.14% 2026-06-30
Creative Planning 32,670 $1,587,435 ▲ +8,322 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 32,535 $1,580,876 ▼ -5,800 0.01% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,709 $1,519,762 ▲ +22,139 0.00% 2026-06-30
XTX Topco Ltd 29,713 $1,443,755 ▼ -2,504 0.02% 2026-06-30
Walleye Trading LLC 27,725 $1,347,158 ▲ +10,050 0.00% 2026-06-30
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 27,353 $1,329,082 ▲ +12,675 0.03% 2026-06-30
Cerity Partners LLC 25,311 $1,229,863 ▲ +8,243 0.00% 2026-06-30
Susquehanna Portfolio Strategies, LLC 25,058 $1,217,568 ▼ -7,900 0.02% 2026-06-30
Legal & General Group Plc 24,510 $1,190,940 ▲ +21,904 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 24,129 $1,172,428 ▲ +16,977 0.00% 2026-06-30
Quantinno Capital Management LP 23,522 $1,142,934 ▲ +5,455 0.00% 2026-06-30
VANGUARD ASSET MANAGEMENT, Ltd 22,898 $1,112,614 New position 0.00% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 22,734 $1,104,645 ▲ +5,218 0.00% 2026-06-30
Spark Investment Management LLC 22,100 $1,073,839 New position 2.10% 2026-06-30
STRS OHIO 21,700 $1,054,403 ▼ -12,300 0.00% 2026-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 21,595 $1,049,301 New position 0.00% 2026-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 20,773 $1,009,360 New position 0.00% 2026-06-30
VestGen Advisors, LLC 20,610 $1,001,440 ▲ +350 0.03% 2026-06-30
MetLife Investment Management, LLC 20,604 $1,001,148 ▲ +4,022 0.00% 2026-06-30
Vanguard Global Advisers, LLC 19,934 $968,593 New position 0.00% 2026-06-30
Vise Technologies, Inc. 18,595 $903,531 New position 0.01% 2026-06-30
SIMPLEX TRADING, LLC 17,100 $830,889 ▲ +5,634 0.00% 2026-06-30
Scientech Research LLC 16,690 $810,967 New position 0.66% 2026-06-30
EntryPoint Capital, LLC 16,642 $808,635 New position 0.20% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 16,127 $783,611 ▲ +1,681 0.00% 2026-06-30
JUNCTURE WEALTH STRATEGIES, LLC 15,709 $763,300 New position 0.20% 2026-06-30
Integrated Wealth Concepts LLC 15,433 $749,887 ▼ -19,045 0.00% 2026-06-30
CANADA PENSION PLAN INVESTMENT BOARD 15,300 $743,427 ▼ -22,100 0.00% 2026-06-30
Centiva Capital, LP 14,260 $692,893 New position 0.01% 2026-06-30
Jupiter Topco LLC 13,700 $665,272 New position 0.00% 2026-06-30
AXQ CAPITAL, LP 13,604 $661,018 New position 0.07% 2026-06-30
FOX RUN MANAGEMENT, L.L.C. 13,522 $657,034 New position 0.11% 2026-06-30
Schonfeld Strategic Advisors LLC 12,769 $620,445 New position 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 12,508 $607,764 New position 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 12,300 $597,657 ▲ +2,800 0.00% 2026-06-30
Net Worth Advisory Group 12,179 $591,770 ▼ -1,044 0.15% 2026-06-30
PRUDENTIAL FINANCIAL INC 12,035 $584,781 New position 0.00% 2026-06-30
PEAK6 LLC 11,800 $573,362 ▼ -53,000 0.00% 2026-06-30
ALLIANCEBERNSTEIN L.P. 34,538 $567,805 ▲ +23,698 0.00% 2026-06-30
INTECH INVESTMENT MANAGEMENT LLC 10,901 $529,680 ▲ +699 0.00% 2026-06-30
Vident Advisory, LLC 10,544 $512,333 Unchanged 0.00% 2026-06-30
GROUP ONE TRADING LLC 10,347 $502,761 ▼ -80,312 0.00% 2026-06-30
Police & Firemen's Retirement System of New Jersey 10,329 $501,886 ▲ +2,161 0.00% 2026-06-30
Mirae Asset Global Investments Co., Ltd. 10,268 $498,922 New position 0.00% 2026-06-30
Corient Private Wealth LP 9,690 $470,840 New position 0.00% 2026-06-30
AlphaCore Capital LLC 9,642 $468,505 New position 0.01% 2026-06-30
Arax Advisory Partners 9,342 $453,929 ▲ +7,931 0.00% 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 9,335 $453,588 New position 0.00% 2026-06-30
Universal- Beteiligungs- und Servicegesellschaft mbH 9,109 $442,607 New position 0.00% 2026-06-30
ARIZONA STATE RETIREMENT SYSTEM 9,096 $441,975 New position 0.00% 2026-06-30
PRELUDE CAPITAL MANAGEMENT, LLC 8,818 $428,467 New position 0.03% 2026-06-30
Vanguard Investments Australia, Ltd. 8,321 $404,317 New position 0.00% 2026-06-30
WINTON GROUP Ltd 7,900 $383,861 New position 0.01% 2026-06-30
Entropy Technologies, LP 7,800 $379,002 New position 0.02% 2026-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 7,619 $370,207 New position 0.00% 2026-06-30
KLP KAPITALFORVALTNING AS 7,500 $364,425 New position 0.00% 2026-06-30
BARCLAYS PLC 7,368 $358,012 ▼ -3,812 0.00% 2026-06-30
Gotham Asset Management, LLC 7,101 $345,038 New position 0.00% 2026-06-30
Graham Capital Management, L.P. 7,094 $344,697 New position 0.01% 2026-06-30
BlueSky Wealth Advisors, LLC 6,947 $337,555 New position 0.04% 2026-06-30
Larson Financial Group LLC 6,790 $329,926 ▲ +5,818 0.01% 2026-06-30
VOYA INVESTMENT MANAGEMENT LLC 6,777 $329,294 New position 0.00% 2026-06-30
Merit Financial Group, LLC 6,696 $325,359 New position 0.00% 2026-06-30
Cornerstone Investment Partners, LLC 6,683 $324,727 New position 0.01% 2026-06-30
BRIGHTON JONES LLC 6,655 $323,367 New position 0.01% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 6,585 $319,970 New position 0.00% 2026-06-30
FIRST TRUST ADVISORS LP 5,961 $289,644 New position 0.00% 2026-06-30
Focus Partners Wealth 5,764 $280,073 New position 0.00% 2026-06-30
TD Asset Management Inc 5,690 $276,477 New position 0.00% 2026-06-30
Pictet Asset Management Holding SA 5,416 $263,163 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 5,231 $254,169 ▲ +1,188 0.00% 2026-06-30
ROYAL BANK OF CANADA 5,145 $250,000 ▲ +1,122 0.00% 2026-06-30
Quantbot Technologies LP 5,104 $248,003 New position 0.01% 2026-06-30
FORA Capital, LLC 4,951 $240,272 New position 0.02% 2026-06-30
Caprock Group, LLC 4,914 $238,771 New position 0.00% 2026-06-30
Brevan Howard Capital Management LP 4,840 $235,176 ▼ -12,492 0.00% 2026-06-30
MIRABELLA FINANCIAL SERVICES LLP 4,828 $234,593 ▼ -9,207 0.02% 2026-06-30
Proficio Capital Partners LLC 4,745 $230,560 New position 0.01% 2026-06-30
ProShare Advisors LLC 4,587 $222,882 New position 0.00% 2026-06-30
MANGROVE PARTNERS IM, LLC 4,558 $221,473 New position 0.01% 2026-06-30
Olympiad Research LP 4,387 $213,164 New position 0.44% 2026-06-30
STIFEL FINANCIAL CORP 4,351 $211,414 New position 0.00% 2026-06-30
Mitsubishi UFJ Trust & Banking Corp 3,736 $181,532 New position 0.00% 2026-06-30
State of Wyoming 3,402 $165,303 New position 0.02% 2026-06-30
Tower Research Capital LLC (TRC) 3,255 $158,161 ▲ +110 0.00% 2026-06-30
Ameritas Investment Partners, Inc. 3,178 $154,419 ▲ +475 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 3,024 $146,936 ▲ +1,749 0.00% 2026-06-30
Wilmington Savings Fund Society, FSB 2,755 $133,865 New position 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 2,604 $126,528 ▲ +2,564 0.02% 2026-06-30
EverSource Wealth Advisors, LLC 2,513 $122,107 ▲ +1,320 0.00% 2026-06-30
GAMMA Investing LLC 1,911 $92,855 ▲ +52 0.00% 2026-06-30
Allworth Financial LP 1,797 $87,317 ▲ +423 0.00% 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 1,252,430 $60,822 ▲ +318,909 0.07% 2026-06-30
Versant Capital Management, Inc 1,150 $55,879 ▲ +290 0.01% 2026-06-30
Mitsubishi UFJ Asset Management Co., Ltd. 1,100 $53,449 New position 0.00% 2026-06-30
SBI Securities Co., Ltd. 1,099 $53,400 ▲ +135 0.00% 2026-06-30
Essential Partners LLC 853 $41,447 ▼ -712 0.02% 2026-06-30
Farther Finance Advisors, LLC 840 $40,664 ▲ +94 0.00% 2026-06-30
MCF Advisors LLC 590 $28,669 ▼ -177 0.00% 2026-06-30
Clearstead Advisors, LLC 550 $26,725 New position 0.00% 2026-06-30
Owl Creek Wealth Partners LLC 460 $22,352 Unchanged 0.01% 2026-06-30
IFP Advisors, Inc 459 $22,303 Unchanged 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 443,481 $21,549 ▲ +421,967 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 439 $21,331 ▲ +28 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 437 $18,918 New position 0.00% 2026-06-30
True Wealth Design, LLC 252 $12,245 ▲ +79 0.00% 2026-06-30
T. Rowe Price Investment Management, Inc. 229,643 $11,159 New position 0.01% 2026-06-30
Sterling Capital Management LLC 168 $8,163 ▼ -794 0.00% 2026-06-30
RAFFA WEALTH MANAGEMENT, LLC 140 $6,803 New position 0.00% 2026-06-30
Fortitude Family Office, LLC 138 $6,705 ▲ +74 0.00% 2026-06-30
PNC Financial Services Group, Inc. 126 $6,122 ▲ +82 0.00% 2026-06-30
PICTON MAHONEY ASSET MANAGEMENT 117 $5,685 New position 0.00% 2026-06-30
Optiver Holding B.V. 116 $5,636 ▼ -190 0.00% 2026-06-30
Basecamp Wealth Advisors LLC 108 $5,248 ▲ +13 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 102 $4,956 ▼ -20 0.00% 2026-06-30
FIFTH THIRD BANCORP 87 $4,223 New position 0.00% 2026-06-30
Hughes Financial Services, LLC 79 $3,839 ▼ -4 0.00% 2026-06-30
SJS Investment Consulting Inc. 71 $3,450 ▲ +15 0.00% 2026-06-30
Quarry LP 63 $3,061 New position 0.00% 2026-06-30
Global Retirement Partners, LLC 60 $2,915 New position 0.00% 2026-06-30
Wealth Enhancement Trust Services, Inc. 51 $2,478 New position 0.00% 2026-06-30
CoreCap Advisors, LLC 44 $2,138 Unchanged 0.00% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 10 $485 New position 0.00% 2026-06-30
Cambridge Investment Research Advisors, Inc. 8,269 $402 ▼ -10,293 0.00% 2026-06-30
Parallel Advisors, LLC 8 $389 New position 0.00% 2026-06-30
Keating Financial Advisory Services, Inc. 8 $389 ▲ +7 0.00% 2026-06-30
Virtu Financial LLC 7,190 $349 New position 0.01% 2026-06-30
JPL Wealth Management, LLC 7 $341 Unchanged 0.00% 2026-06-30
Persistent Asset Partners Ltd 6 $292 New position 0.00% 2026-06-30
SG Americas Securities, LLC 5,639 $274 ▼ -3,847 0.00% 2026-06-30
Silver Grove Financial Group, Inc. 3 $146 New position 0.00% 2026-06-30
HARBOUR INVESTMENTS, INC. 1 $49 New position 0.00% 2026-06-30
Covestor Ltd 15 $1 New position 0.00% 2026-06-30
WESTERLY CAPITAL MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
Apis Capital Advisors, LLC 0 $0 Sold out 2026-06-30
CenterBook Partners LP 0 $0 Sold out 2026-06-30
LAZARD ASSET MANAGEMENT LLC 0 $0 Sold out 2026-06-30
NANO CAP NEW MILLENNIUM GROWTH FUND L P 0 $0 Sold out 2026-06-30
PANAGORA ASSET MANAGEMENT INC 0 $0 Sold out 2026-06-30
Jump Financial, LLC 0 $0 Sold out 2026-06-30
Woodline Partners LP 0 $0 Sold out 2026-06-30
GSA CAPITAL PARTNERS LLP 0 $0 Sold out 2026-06-30
SYMMETRY PEAK MANAGEMENT LLC 0 $0 Sold out 2026-06-30
BANK OF NOVA SCOTIA 0 $0 Sold out 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0 $0 Sold out 2026-06-30
MAI Capital Management 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
Ascentis Independent Advisors 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
Wealth Preservation Advisors, LLC 0 $0 Sold out 2026-06-30
MassMutual Private Wealth & Trust, FSB 0 $0 Sold out 2026-06-30