← All institutions

Institutional Holdings

IRMD

Ownership Summary

Institutions Holding
237
Total Shares Held
7,815,184
Total Value Held
$695,973,161
Quarter
2026-06-30

Active Positions

Increased Positions
94
5,112,783 shares
Decreased Positions
59
1,856,609 shares
Held Positions
34
115,708 shares
New Positions
26
730,084 shares
Sold Out Positions
24
267,986 shares
Institution Shares Value Change % of Portfolio Reported
BlackRock, Inc. 967,825 $92,485,381 ▲ +38 0.00% 2026-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 396,982 $37,935,600 ▲ +47,666 0.12% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 394,412 $37,690,011 ▼ -46,300 0.05% 2026-06-30
Copeland Capital Management, LLC 391,860 $37,446,187 ▲ +32,535 0.77% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 364,937 $34,873,380 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 290,109 $27,726,977 ▲ +3,546 0.00% 2026-06-30
Nine Ten Capital Management LLC 256,562 $24,517,000 ▼ -77,926 7.63% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 229,340 $21,914,812 ▲ +3,194 0.00% 2026-06-30
STATE STREET CORP 221,512 $21,167,687 ▲ +16,984 0.00% 2026-06-30
GOLDMAN SACHS GROUP INC 214,151 $20,464,270 ▲ +16,206 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 182,894 $17,477,351 ▲ +17,225 0.01% 2026-06-30
Qube Research & Technologies Ltd 157,199 $15,021,936 ▲ +73,750 0.01% 2026-06-30
ROYAL BANK OF CANADA 148,179 $14,161,000 ▲ +118,371 0.00% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 143,969 $13,757,678 ▲ +128,524 0.01% 2026-06-30
NORTHERN TRUST CORP 133,658 $12,772,360 ▲ +10,022 0.00% 2026-06-30
MORGAN STANLEY 126,051 $12,045,553 ▼ -23,788 0.00% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 125,357 $11,979,115 New position 0.00% 2026-06-30
Ranger Investment Management, L.P. 98,346 $9,397,944 ▼ -12,739 0.59% 2026-06-30
Russell Investments Group, Ltd. 94,982 $9,076,601 ▼ -4,516 0.01% 2026-06-30
FIRST TRUST ADVISORS LP 84,318 $8,057,428 ▲ +81,977 0.00% 2026-06-30
SHAKER INVESTMENTS LLC/OH 81,641 $7,801,614 ▲ +21,601 2.80% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 78,559 $7,507,084 ▲ +3,099 0.00% 2026-06-30
Bank of New York Mellon Corp 75,885 $7,251,531 ▼ -3,992 0.00% 2026-06-30
Granahan Investment Management, LLC 74,966 $7,163,751 ▲ +70,066 0.26% 2026-06-30
ALGERT GLOBAL LLC 72,994 $6,975,307 ▼ -15,062 0.08% 2026-06-30
FMR LLC 71,720 $6,853,561 ▲ +4,651 0.00% 2026-06-30
Bridge City Capital, LLC 71,043 $6,788,869 ▼ -1,530 1.55% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 69,358 $6,627,850 ▲ +3,918 0.00% 2026-06-30
Uniplan Investment Counsel, Inc. 66,402 $6,345,375 ▲ +4,261 0.59% 2026-06-30
Nuveen, LLC 61,650 $5,891,210 ▼ -24,479 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 58,287 $5,569,906 New position 0.00% 2026-06-30
Davidson Capital Management Inc. 56,684 $5,416,724 ▲ +1,662 0.87% 2026-06-30
NORGES BANK 50,600 $4,835,336 New position 0.00% 2026-06-30
LAZARD ASSET MANAGEMENT LLC 48,715 $4,655,205 ▼ -199 0.01% 2026-06-30
SEI INVESTMENTS CO 47,686 $4,557,047 ▼ -26,618 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 41,317 $3,948,266 ▲ +16,437 0.00% 2026-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 40,865 $3,905,059 ▲ +26,252 0.01% 2026-06-30
ALLIANCEBERNSTEIN L.P. 38,235 $3,680,501 ▲ +17,663 0.00% 2026-06-30
Aristides Capital LLC 32,463 $3,102,164 ▲ +2,380 0.60% 2026-06-30
RICE HALL JAMES & ASSOCIATES, LLC 30,444 $2,909,229 ▼ -5,845 0.14% 2026-06-30
STIFEL FINANCIAL CORP 30,324 $2,897,803 ▲ +1,492 0.00% 2026-06-30
OAK RIDGE INVESTMENTS LLC 30,172 $2,883,236 ▲ +743 0.16% 2026-06-30
VICTORY CAPITAL MANAGEMENT INC 26,143 $2,498,225 ▲ +61 0.00% 2026-06-30
JOHNSON INVESTMENT COUNSEL INC 26,129 $2,496,887 ▲ +5,690 0.02% 2026-06-30
ISTHMUS PARTNERS, LLC 25,586 $2,444,998 ▼ -107 0.24% 2026-06-30
MARSHALL WACE, LLP 25,298 $2,417,478 New position 0.00% 2026-06-30
NewEdge Advisors, LLC 25,254 $2,413,284 ▲ +8,063 0.01% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 24,431 $2,334,626 ▲ +11,076 0.00% 2026-06-30
Y-Intercept (Hong Kong) Ltd 23,617 $2,256,841 ▲ +20,147 0.04% 2026-06-30
Curi Capital, LLC 23,300 $2,226,549 ▲ +4,805 0.03% 2026-06-30
AMERICAN CENTURY COMPANIES INC 22,165 $2,118,087 ▲ +302 0.00% 2026-06-30
CREDIT AGRICOLE S A 21,698 $2,073,461 Unchanged 0.00% 2026-06-30
DARK FOREST CAPITAL MANAGEMENT LP 21,579 $2,062,089 ▲ +18,167 0.13% 2026-06-30
Liontrust Investment Partners LLP 21,255 $2,031,128 Unchanged 0.03% 2026-06-30
Conestoga Capital Advisors, LLC 21,085 $2,014,883 ▼ -130 0.04% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,300 $1,939,868 ▼ -41,681 0.00% 2026-06-30
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 20,000 $1,911,200 ▲ +3,000 0.09% 2026-06-30
Susquehanna Portfolio Strategies, LLC 19,282 $1,842,588 ▲ +16,602 0.03% 2026-06-30
BANK OF AMERICA CORP /DE/ 19,189 $1,833,701 ▼ -6,457 0.00% 2026-06-30
XTX Topco Ltd 17,734 $1,694,661 New position 0.02% 2026-06-30
PRUDENTIAL FINANCIAL INC 17,470 $1,669,433 ▼ -18,695 0.00% 2026-06-30
ALBERT D MASON INC 17,193 $1,642,996 ▲ +22 0.93% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 17,002 $1,624,747 ▲ +1,077 0.00% 2026-06-30
Swiss National Bank 16,700 $1,595,852 ▲ +400 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 15,888 $1,518,257 Unchanged 0.00% 2026-06-30
Man Group plc 15,847 $1,514,339 New position 0.00% 2026-06-30
MARTINGALE ASSET MANAGEMENT L P 15,830 $1,512,715 ▲ +3,600 0.04% 2026-06-30
GLOBEFLEX CAPITAL L P 15,546 $1,485,576 Unchanged 0.19% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 14,736 $1,408,172 ▼ -389 0.00% 2026-06-30
FRANKLIN RESOURCES INC 13,836 $1,322,169 ▲ +2,285 0.00% 2026-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 13,593 $1,278,694 New position 0.00% 2026-06-30
BARCLAYS PLC 12,970 $1,239,413 ▼ -2,011 0.00% 2026-06-30
Voleon Capital Management LP 12,772 $1,220,492 ▼ -11,440 0.02% 2026-06-30
RHUMBLINE ADVISERS 12,690 $1,212,647 ▼ -813 0.00% 2026-06-30
Quadrature Capital Ltd 12,215 $1,167,265 New position 0.01% 2026-06-30
Point72 Asset Management, L.P. 11,909 $1,138,024 ▼ -2,410 0.00% 2026-06-30
HSBC HOLDINGS PLC 11,993 $1,130,340 ▼ -3,364 0.00% 2026-06-30
JPMORGAN CHASE & CO 11,969 $1,125,923 ▼ -17,648 0.00% 2026-06-30
Jump Financial, LLC 11,600 $1,108,496 ▼ -1,031 0.01% 2026-06-30
Ellsworth Advisors, LLC 11,177 $1,046,376 ▲ +26 0.17% 2026-06-30
UBS Group AG 10,662 $1,018,861 ▼ -3,980 0.00% 2026-06-30
PRINCIPAL FINANCIAL GROUP INC 10,601 $1,013,031 ▲ +869 0.00% 2026-06-30
VOYA INVESTMENT MANAGEMENT LLC 10,598 $1,012,745 ▲ +391 0.00% 2026-06-30
Trexquant Investment LP 10,156 $970,507 ▲ +6,948 0.01% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 9,989 $954,549 ▲ +2,112 0.00% 2026-06-30
Vident Advisory, LLC 9,901 $946,139 ▲ +45 0.01% 2026-06-30
CITADEL ADVISORS LLC 9,700 $926,932 ▼ -43,304 0.00% 2026-06-30
STATE OF WISCONSIN INVESTMENT BOARD 8,701 $831,468 ▲ +2,465 0.00% 2026-06-30
Calamos Advisors LLC 8,671 $828,601 ▲ +125 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 8,546 $816,656 ▲ +1,862 0.00% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 7,940 $758,747 New position 0.00% 2026-06-30
STRS OHIO 7,900 $754,924 ▲ +1,400 0.00% 2026-06-30
JACOBS LEVY EQUITY MANAGEMENT, INC 7,872 $752,248 ▼ -812 0.00% 2026-06-30
CITIGROUP INC 7,812 $746,514 ▲ +5,999 0.00% 2026-06-30
CIM, LLC 7,712 $736,923 ▼ -11 0.10% 2026-06-30
Invesco Ltd. 7,395 $706,665 New position 0.00% 2026-06-30
Kings Path Partners LLC 6,840 $653,630 Unchanged 0.17% 2026-06-30
Legal & General Group Plc 6,685 $638,820 ▲ +94 0.00% 2026-06-30
Legato Capital Management LLC 6,613 $631,938 Unchanged 0.05% 2026-06-30
Quantinno Capital Management LP 6,148 $587,510 ▲ +2,666 0.00% 2026-06-30
VANGUARD ASSET MANAGEMENT, Ltd 6,019 $575,176 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 5,964 $569,810 ▲ +439 0.00% 2026-06-30
KLP KAPITALFORVALTNING AS 5,800 $554,248 Unchanged 0.00% 2026-06-30
Creative Planning 5,746 $549,088 ▼ -1,320 0.00% 2026-06-30
Cetera Investment Advisers 5,641 $539,080 ▲ +402 0.00% 2026-06-30
Daiwa Securities Group Inc. 5,455 $521,280 ▲ +1,516 0.00% 2026-06-30
Quantbot Technologies LP 5,455 $521,280 ▼ -3,363 0.02% 2026-06-30
OCCUDO QUANTITATIVE STRATEGIES LP 5,154 $492,516 ▲ +432 0.03% 2026-06-30
ALPS ADVISORS INC 5,041 $481,718 ▲ +71 0.00% 2026-06-30
MetLife Investment Management, LLC 4,974 $475,315 ▲ +516 0.00% 2026-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 4,748 $453,719 ▼ -784 0.00% 2026-06-30
AVIVA PLC 4,660 $445,310 ▲ +257 0.00% 2026-06-30
NEUBERGER BERMAN GROUP LLC 4,095 $391,318 ▼ -392 0.00% 2026-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 4,083 $390,171 ▲ +1,352 0.00% 2026-06-30
TD Asset Management Inc 3,998 $382,049 Unchanged 0.00% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3,910 $373,640 ▲ +80 0.00% 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,892 $371,920 ▼ -41 0.00% 2026-06-30
M&T Bank Corp 3,896 $371,904 ▼ -1,504 0.00% 2026-06-30
Silver Coast Investments LLC 3,710 $354,528 Unchanged 0.11% 2026-06-30
Squarepoint Ops LLC 3,546 $338,856 ▼ -843 0.00% 2026-06-30
Magnetar Financial LLC 3,499 $334,364 New position 0.00% 2026-06-30
Vanguard Global Advisers, LLC 3,225 $308,181 New position 0.00% 2026-06-30
Jupiter Topco LLC 3,100 $296,019 New position 0.00% 2026-06-30
Cerity Partners LLC 3,087 $294,994 ▼ -226 0.00% 2026-06-30
Snowden Capital Advisors LLC 2,899 $277,028 ▼ -318 0.01% 2026-06-30
SAWGRASS ASSET MANAGEMENT LLC 2,887 $275,882 ▲ +61 0.04% 2026-06-30
Cornerstone Investment Partners, LLC 2,842 $271,582 ▼ -134 0.01% 2026-06-30
DAVENPORT & Co LLC 2,785 $266,135 Unchanged 0.00% 2026-06-30
HM PAYSON & CO 2,718 $259,733 ▲ +7 0.00% 2026-06-30
INTECH INVESTMENT MANAGEMENT LLC 2,687 $256,770 ▲ +284 0.00% 2026-06-30
Police & Firemen's Retirement System of New Jersey 2,530 $241,767 ▲ +474 0.00% 2026-06-30
Entropy Technologies, LP 2,500 $238,900 New position 0.01% 2026-06-30
JAMES INVESTMENT RESEARCH, INC. 2,454 $234,504 Unchanged 0.02% 2026-06-30
PDT Partners, LLC 2,404 $229,726 ▼ -8,129 0.01% 2026-06-30
PERSONAL CFO SOLUTIONS, LLC 2,311 $220,863 New position 0.03% 2026-06-30
ARIZONA STATE RETIREMENT SYSTEM 2,293 $219,119 ▲ +22 0.00% 2026-06-30
Hennion & Walsh Asset Management, Inc. 2,269 $216,826 New position 0.01% 2026-06-30
FIFTH THIRD BANCORP 2,233 $213,346 ▲ +181 0.00% 2026-06-30
Aquatic Capital Management LLC 2,215 $211,665 ▼ -3,865 0.01% 2026-06-30
Ballentine Partners, LLC 2,172 $207,556 Unchanged 0.00% 2026-06-30
Vanguard Investments Australia, Ltd. 2,113 $201,918 New position 0.00% 2026-06-30
&PARTNERS 2,106 $201,221 New position 0.00% 2026-06-30
MML INVESTORS SERVICES, LLC 2,102 $200,889 New position 0.00% 2026-06-30
VIRTUS ADVISERS, LLC 1,875 $179,175 ▲ +225 0.07% 2026-06-30
HUNTINGTON NATIONAL BANK 1,839 $175,735 ▼ -7 0.00% 2026-06-30
State of Wyoming 1,362 $130,153 ▼ -1,386 0.01% 2026-06-30
Inspire Investing, LLC 1,256 $120,066 New position 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 1,098 $104,925 ▲ +1,021 0.00% 2026-06-30
Spire Wealth Management 1,000 $95,560 Unchanged 0.00% 2026-06-30
Global Retirement Partners, LLC 877 $83,806 Unchanged 0.00% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 841 $80,366 Unchanged 0.01% 2026-06-30
Ameritas Investment Partners, Inc. 721 $68,899 Unchanged 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 706 $66,336 ▼ -17 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 649 $62,018 ▲ +361 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 645 $61,636 ▲ +123 0.00% 2026-06-30
IFP Advisors, Inc 569 $54,374 ▲ +413 0.00% 2026-06-30
Basecamp Wealth Advisors LLC 394 $37,651 Unchanged 0.01% 2026-06-30
Larson Financial Group LLC 338 $32,301 ▼ -73 0.00% 2026-06-30
1620 INVESTMENT ADVISORS, INC. 335 $32,013 ▼ -67 0.02% 2026-06-30
T. Rowe Price Investment Management, Inc. 318,680 $30,454 ▲ +61,983 0.02% 2026-06-30
Integrated Wealth Concepts LLC 289 $27,619 New position 0.00% 2026-06-30
Farther Finance Advisors, LLC 275 $26,084 ▼ -185 0.00% 2026-06-30
PNC Financial Services Group, Inc. 263 $25,132 Unchanged 0.00% 2026-06-30
Key Financial Inc 225 $21,501 Unchanged 0.00% 2026-06-30
Optiver Holding B.V. 195 $18,634 ▲ +117 0.00% 2026-06-30
Arax Advisory Partners 192 $18,369 ▼ -120 0.00% 2026-06-30
FEDERATED HERMES, INC. 172 $16,436 ▲ +2 0.00% 2026-06-30
Cornerstone Planning Group LLC 155 $14,619 ▲ +1 0.00% 2026-06-30
Retirement Wealth Solutions LLC 145 $13,857 Unchanged 0.01% 2026-06-30
FIRST HORIZON CORP 145 $13,856 ▲ +21 0.00% 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 128,655 $12,288 ▼ -23,182 0.01% 2026-06-30
Rockefeller Capital Management L.P. 119 $11,372 ▼ -26 0.00% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 117 $11,181 Unchanged 0.00% 2026-06-30
Versant Capital Management, Inc 104 $9,938 Unchanged 0.00% 2026-06-30
WPG Advisers, LLC 89 $8,505 Unchanged 0.00% 2026-06-30
Clearstead Advisors, LLC 87 $8,315 ▲ +38 0.00% 2026-06-30
Parallel Advisors, LLC 73 $6,976 ▼ -107 0.00% 2026-06-30
Allworth Financial LP 70 $6,690 ▲ +5 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50 $4,778 ▲ +27 0.00% 2026-06-30
ASSETMARK, INC 47 $4,491 Unchanged 0.00% 2026-06-30
AMERIFLEX GROUP, INC. 44 $4,205 New position 0.00% 2026-06-30
GAMMA Investing LLC 42 $4,014 ▲ +2 0.00% 2026-06-30
Essential Partners LLC 41 $3,918 Unchanged 0.00% 2026-06-30
HRT FINANCIAL LP 38,678 $3,696 ▼ -8,859 0.01% 2026-06-30
Synergy Investment Management, LLC 38 $3,582 New position 0.00% 2026-06-30
SBI Securities Co., Ltd. 32 $3,058 Unchanged 0.00% 2026-06-30
Sterling Capital Management LLC 30 $2,867 ▼ -23 0.00% 2026-06-30
Marquette Asset Management, LLC 30 $2,867 Unchanged 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 30 $2,867 ▲ +7 0.00% 2026-06-30
WOLFF WIESE MAGANA LLC 27 $2,581 ▲ +12 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 25 $2,389 ▲ +13 0.00% 2026-06-30
Colonial Trust Advisors 25 $2,389 Unchanged 0.00% 2026-06-30
SIGNATUREFD, LLC 17 $1,625 ▼ -4 0.00% 2026-06-30
MidFirst Bank 13 $1,242 Unchanged 0.00% 2026-06-30
WHITTIER TRUST CO OF NEVADA INC 10 $1,002 New position 0.00% 2026-06-30
SG Americas Securities, LLC 9,408 $899 ▼ -64,153 0.00% 2026-06-30
DecisionPoint Financial, LLC 9 $883 Unchanged 0.00% 2026-06-30
Smartleaf Asset Management LLC 9 $847 Unchanged 0.00% 2026-06-30
SIT INVESTMENT ASSOCIATES INC 8,175 $781 ▲ +4,725 0.01% 2026-06-30
GSA CAPITAL PARTNERS LLP 7,063 $675 ▼ -211 0.04% 2026-06-30
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7 $669 ▲ +4 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 6,973 $667 ▲ +789 0.00% 2026-06-30
True Wealth Design, LLC 5 $478 ▼ -4 0.00% 2026-06-30
BESSEMER GROUP INC 4,173 $399 ▲ +456 0.00% 2026-06-30
Keating Financial Advisory Services, Inc. 4 $382 ▲ +1 0.00% 2026-06-30
Summit Global Investments 3,702 $354 ▼ -3,959 0.02% 2026-06-30
Cambridge Investment Research Advisors, Inc. 2,920 $279 ▲ +259 0.00% 2026-06-30
SJS Investment Consulting Inc. 2 $192 Unchanged 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 2 $191 ▼ -7 0.00% 2026-06-30
State of Alaska, Department of Revenue 1,900 $181 Unchanged 0.00% 2026-06-30
NKCFO LLC 1,725 $165 ▲ +935 0.05% 2026-06-30
HARBOR CAPITAL ADVISORS, INC. 65 $6 Unchanged 0.00% 2026-06-30
Covestor Ltd 14 $1 ▲ +4 0.00% 2026-06-30
JANE STREET GROUP, LLC 0 $0 Sold out 2026-06-30
Informed Momentum Co LLC 0 $0 Sold out 2026-06-30
MILLENNIUM MANAGEMENT LLC 0 $0 Sold out 2026-06-30
Camarda Financial Advisors, LLC 0 $0 Sold out 2026-06-30
POLEN CAPITAL MANAGEMENT LLC 0 $0 Sold out 2026-06-30
D. E. Shaw & Co., Inc. 0 $0 Sold out 2026-06-30
RAYMOND JAMES FINANCIAL INC 0 $0 Sold out 2026-06-30
Jefferies Financial Group Inc. 0 $0 Sold out 2026-06-30
BOOTHBAY FUND MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
Verdence Capital Advisors LLC 0 $0 Sold out 2026-06-30
DRW Securities, LLC 0 $0 Sold out 2026-06-30
Sowell Financial Services LLC 0 $0 Sold out 2026-06-30
Virtu Financial LLC 0 $0 Sold out 2026-06-30
Vestcor Inc 0 $0 Sold out 2026-06-30
LPL Financial LLC 0 $0 Sold out 2026-06-30
Riverwater Partners LLC 0 $0 Sold out 2026-06-30
Yorktown Management & Research Co Inc 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 0 $0 Sold out 2026-06-30
Altshuler Shaham Ltd 0 $0 Sold out 2026-06-30
Ascentis Independent Advisors 0 $0 Sold out 2026-06-30
MAI Capital Management 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
TWIN PEAKS WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30