← All institutions
Institutional Holdings
MATWOwnership Summary
Institutions Holding
192
Total Shares Held
30,243,937
Total Value Held
$804,614,692
Quarter
2026-06-30
Active Positions
Increased Positions
51
12,546,681 shares
Decreased Positions
54
7,456,238 shares
Held Positions
40
2,976,871 shares
New Positions
35
7,264,147 shares
Sold Out Positions
12
955,710 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,588,160 | $123,513,269 | ▲ +133,847 | 0.00% | 2026-06-30 |
| OAKTREE CAPITAL MANAGEMENT LP | 1,925,992 | $51,847,704 | New position | 0.72% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 1,923,540 | $51,781,704 | New position | 0.01% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 1,737,486 | $46,772,362 | ▲ +123,285 | 0.01% | 2026-06-30 |
| GAMCO INVESTORS, INC. ET AL | 1,511,330 | $40,684,994 | ▼ -25,847 | 0.37% | 2026-06-30 |
| Phoenix Financial Ltd. | 1,465,173 | $39,442,457 | Unchanged | 0.27% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,329,011 | $35,776,976 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 1,274,454 | $34,292,724 | ▲ +48,935 | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,248,196 | $33,601,436 | New position | 0.00% | 2026-06-30 |
| Private Capital Management, LLC | 1,201,922 | $32,355,740 | ▲ +57,217 | 2.85% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 1,097,603 | $29,251,120 | ▼ -3,354 | 0.04% | 2026-06-30 |
| BARINGTON COMPANIES MANAGEMENT, LLC | 845,000 | $22,747,400 | ▼ -79,100 | 16.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 808,340 | $21,765,167 | ▲ +41,676 | 0.00% | 2026-06-30 |
| STEEL PARTNERS HOLDINGS L.P. | 768,930 | $20,699,596 | Unchanged | 26.54% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 503,394 | $13,551,366 | ▼ -86,963 | 0.00% | 2026-06-30 |
| PEAK6 LLC | 444,650 | $11,969,978 | ▼ -267,454 | 0.02% | 2026-06-30 |
| Aristotle Capital Boston, LLC | 442,732 | $11,918,344 | ▼ -76,978 | 0.80% | 2026-06-30 |
| MORGAN STANLEY | 410,955 | $11,062,926 | ▼ -2,455 | 0.00% | 2026-06-30 |
| Quinn Opportunity Partners LLC | 396,863 | $10,683,552 | Unchanged | 0.50% | 2026-06-30 |
| Bank of New York Mellon Corp | 370,358 | $9,970,046 | ▲ +3,560 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 329,138 | $8,860,395 | ▲ +20,929 | 0.00% | 2026-06-30 |
| Invesco Ltd. | 321,605 | $8,657,606 | New position | 0.00% | 2026-06-30 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 300,000 | $8,076,000 | ▲ +185,000 | 0.24% | 2026-06-30 |
| ProShare Advisors LLC | 262,206 | $7,058,587 | ▲ +15,843 | 0.01% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 229,568 | $6,179,971 | ▲ +3,800 | 0.01% | 2026-06-30 |
| PALISADE CAPITAL MANAGEMENT, LP | 224,597 | $6,046,151 | ▼ -296,191 | 0.26% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 206,925 | $5,570,417 | ▼ -8,428 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 204,635 | $5,508,774 | New position | 0.00% | 2026-06-30 |
| Mill Road Capital Management LLC | 204,615 | $5,508,236 | ▲ +31,900 | 2.72% | 2026-06-30 |
| SEI INVESTMENTS CO | 189,578 | $5,103,432 | ▼ -43,487 | 0.00% | 2026-06-30 |
| NorthCoast Asset Management LLC | 170,000 | $4,576,400 | Unchanged | 0.10% | 2026-06-30 |
| Focus Partners Wealth | 169,216 | $4,555,296 | ▼ -223,979 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 167,151 | $4,499,683 | ▲ +104,432 | 0.00% | 2026-06-30 |
| GABELLI FUNDS LLC | 165,634 | $4,458,867 | ▲ +1,037 | 0.03% | 2026-06-30 |
| PRINCIPAL FINANCIAL GROUP INC | 150,775 | $4,058,863 | ▼ -473 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 144,600 | $3,892,632 | ▼ -43,277 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 140,563 | $3,783,956 | ▼ -18,623 | 0.00% | 2026-06-30 |
| KESTREL INVESTMENT MANAGEMENT CORP | 115,500 | $3,109,260 | ▼ -400 | 1.69% | 2026-06-30 |
| Public Sector Pension Investment Board | 107,150 | $2,884,478 | ▼ -3,953 | 0.01% | 2026-06-30 |
| UBS Group AG | 106,747 | $2,873,629 | ▼ -38,758 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 99,533 | $2,679,435 | ▲ +763 | 0.00% | 2026-06-30 |
| INTECH INVESTMENT MANAGEMENT LLC | 92,849 | $2,499,495 | ▼ -194 | 0.02% | 2026-06-30 |
| RHUMBLINE ADVISERS | 77,747 | $2,092,934 | ▼ -14,496 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 68,000 | $1,830,560 | ▼ -32,600 | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 67,414 | $1,814,785 | ▲ +3,968 | 0.00% | 2026-06-30 |
| EQUITABLE TRUST CO | 58,905 | $1,585,723 | ▲ +28,470 | 0.07% | 2026-06-30 |
| Swiss National Bank | 56,196 | $1,512,796 | ▼ -2,200 | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 56,147 | $1,511,477 | ▼ -1,058 | 0.00% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 51,366 | $1,326,270 | Unchanged | 0.00% | 2026-06-30 |
| Skylands Capital, LLC | 42,000 | $1,130,640 | ▼ -46,800 | 0.14% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 41,721 | $1,123,136 | ▲ +2,092 | 0.00% | 2026-06-30 |
| VARCOV Co. | 41,271 | $1,111,015 | New position | 0.42% | 2026-06-30 |
| Ellsworth Advisors, LLC | 33,935 | $906,743 | ▲ +818 | 0.15% | 2026-06-30 |
| PRUDENTIAL FINANCIAL INC | 32,084 | $863,701 | ▲ +400 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 31,698 | $853,317 | ▲ +15,897 | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 31,379 | $844,723 | ▲ +6,024 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 30,953 | $833,255 | ▲ +4,074 | 0.00% | 2026-06-30 |
| Inspire Investing, LLC | 30,124 | $810,943 | New position | 0.03% | 2026-06-30 |
| Tidal Investments LLC | 29,180 | $785,526 | New position | 0.00% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28,867 | $777,100 | ▲ +2,196 | 0.00% | 2026-06-30 |
| BROWN BROTHERS HARRIMAN & CO | 27,259 | $733,812 | Unchanged | 0.00% | 2026-06-30 |
| NorthCrest Asset Manangement, LLC | 26,846 | $724,305 | ▲ +29 | 0.02% | 2026-06-30 |
| UMB Bank, n.a. | 26,166 | $704,389 | ▲ +17 | 0.01% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 26,157 | $704,145 | ▲ +32 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,128 | $649,526 | ▼ -3,371 | 0.00% | 2026-06-30 |
| Squarepoint Ops LLC | 22,869 | $615,633 | New position | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 22,295 | $600,199 | ▲ +9,683 | 0.00% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 20,067 | $540,204 | New position | 0.00% | 2026-06-30 |
| ARS Investment Partners, LLC | 19,295 | $519,421 | ▲ +2,086 | 0.02% | 2026-06-30 |
| CITIGROUP INC | 18,681 | $502,892 | ▲ +10,825 | 0.00% | 2026-06-30 |
| MetLife Investment Management, LLC | 18,477 | $497,401 | ▲ +1,322 | 0.00% | 2026-06-30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,803 | $479,257 | Unchanged | 0.00% | 2026-06-30 |
| Illinois Municipal Retirement Fund | 17,029 | $458,421 | ▲ +1,060 | 0.01% | 2026-06-30 |
| BOOTHBAY FUND MANAGEMENT, LLC | 15,598 | $419,898 | New position | 0.01% | 2026-06-30 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 14,704 | $395,832 | ▲ +1,201 | 0.01% | 2026-06-30 |
| F/m Investments LLC | 14,704 | $395,832 | ▲ +1,201 | 0.02% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 13,934 | $375,103 | ▼ -69 | 0.00% | 2026-06-30 |
| Louisiana State Employees Retirement System | 13,700 | $368,804 | ▼ -100 | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 13,833 | $368,095 | ▲ +474 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 13,607 | $366,300 | ▼ -3,389 | 0.00% | 2026-06-30 |
| IMC-Chicago, LLC | 13,300 | $358,036 | ▼ -13,006 | 0.00% | 2026-06-30 |
| Jupiter Topco LLC | 12,899 | $347,048 | New position | 0.00% | 2026-06-30 |
| Boston Partners | 12,870 | $346,460 | ▼ -1,626 | 0.00% | 2026-06-30 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12,771 | $343,796 | New position | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 11,547 | $310,845 | New position | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 10,996 | $296,007 | ▲ +2,456 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 10,385 | $279,564 | ▲ +344 | 0.00% | 2026-06-30 |
| Cambria Investment Management, L.P. | 10,121 | $272,457 | New position | 0.01% | 2026-06-30 |
| First National Trust Co | 9,940 | $267,584 | ▼ -760 | 0.01% | 2026-06-30 |
| TWO SIGMA SECURITIES, LLC | 9,510 | $256,009 | New position | 0.02% | 2026-06-30 |
| Fifth Third Wealth Advisors LLC | 9,392 | $252,833 | New position | 0.01% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 9,013 | $242,630 | ▼ -17,717 | 0.00% | 2026-06-30 |
| Vanguard Investments Australia, Ltd. | 8,771 | $236,115 | New position | 0.00% | 2026-06-30 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 8,492 | $228,605 | Unchanged | 0.00% | 2026-06-30 |
| HANCOCK WHITNEY CORP | 8,481 | $228,309 | New position | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 8,388 | $225,805 | Unchanged | 0.00% | 2026-06-30 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 8,164 | $219,775 | ▼ -55 | 0.00% | 2026-06-30 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8,136 | $219,021 | ▼ -23 | 0.00% | 2026-06-30 |
| Teton Advisors, LLC | 8,000 | $215,360 | Unchanged | 0.12% | 2026-06-30 |
| Inspire Advisors, LLC | 7,939 | $213,536 | New position | 0.01% | 2026-06-30 |
| ARIZONA STATE RETIREMENT SYSTEM | 7,730 | $208,092 | ▼ -382 | 0.00% | 2026-06-30 |
| Waldron Private Wealth LLC | 7,656 | $206,099 | New position | 0.01% | 2026-06-30 |
| GLENMEDE TRUST CO NA | 7,522 | $202,492 | New position | 0.00% | 2026-06-30 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7,148 | $192,424 | Unchanged | 0.00% | 2026-06-30 |
| State of Tennessee, Department of Treasury | 6,998 | $188,387 | Unchanged | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 6,796 | $182,948 | ▼ -469 | 0.00% | 2026-06-30 |
| Central Pacific Bank - Trust Division | 6,700 | $180,364 | Unchanged | 0.02% | 2026-06-30 |
| KLP KAPITALFORVALTNING AS | 6,200 | $166,904 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 4,910 | $132,178 | ▼ -832 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 4,621 | $124,398 | ▼ -5 | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 4,390 | $118,178 | ▼ -4,111 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 3,974 | $107,000 | ▲ +1,224 | 0.00% | 2026-06-30 |
| Ensign Peak Advisors, Inc | 3,549 | $95,539 | Unchanged | 0.00% | 2026-06-30 |
| Tripletail Wealth Management, LLC | 3,465 | $92,481 | ▲ +250 | 0.11% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 2,601 | $70,019 | ▲ +1,713 | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 2,494 | $67,138 | Unchanged | 0.00% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29,545 | $63,366 | ▲ +382 | 0.00% | 2026-06-30 |
| Potomac Capital Management, Inc. | 2,250 | $60,570 | Unchanged | 0.04% | 2026-06-30 |
| FMR LLC | 2,085 | $56,128 | ▼ -423 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 2,056 | $55,348 | Unchanged | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 2,052 | $55,240 | ▲ +107 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 1,506 | $40,520 | ▲ +1,287 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,380 | $37,153 | ▲ +14 | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 1,048 | $27,887 | Unchanged | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 911 | $24,524 | ▲ +18 | 0.00% | 2026-06-30 |
| Salomon & Ludwin, LLC | 770 | $20,521 | Unchanged | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 690 | $18,575 | ▲ +23 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 645 | $17,364 | New position | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 610 | $16,421 | ▼ -379 | 0.00% | 2026-06-30 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 554 | $14,914 | ▼ -147 | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 528 | $14,214 | ▼ -8 | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 492 | $13,245 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 448 | $12,061 | ▼ -278 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 437 | $11,908 | Unchanged | 0.00% | 2026-06-30 |
| FIRST HORIZON CORP | 430 | $11,576 | New position | 0.00% | 2026-06-30 |
| Nykredit A/S | 407 | $10,956 | New position | 0.00% | 2026-06-30 |
| Investors Research Corp | 400 | $10,768 | Unchanged | 0.00% | 2026-06-30 |
| Optiver Holding B.V. | 264 | $7,107 | New position | 0.00% | 2026-06-30 |
| Towne Trust Company, N.A | 240 | $6,461 | Unchanged | 0.00% | 2026-06-30 |
| Aquatic Capital Management LLC | 228 | $6,138 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 223 | $6,003 | ▼ -236 | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 210 | $5,653 | Unchanged | 0.00% | 2026-06-30 |
| IAG Wealth Partners, LLC | 153 | $4,119 | Unchanged | 0.00% | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | 119 | $3,203 | ▲ +56 | 0.00% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 100 | $2,692 | Unchanged | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 98,192 | $2,645 | ▲ +8,299 | 0.00% | 2026-06-30 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 88 | $2,369 | Unchanged | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 64 | $1,723 | ▼ -1 | 0.00% | 2026-06-30 |
| Investors Portfolio Services LLC | 63 | $1,696 | New position | 0.00% | 2026-06-30 |
| Quarry LP | 44 | $1,184 | ▲ +7 | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 42,860 | $1,153 | New position | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 42 | $1,131 | ▼ -22 | 0.00% | 2026-06-30 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 40,186 | $1,082 | ▲ +995 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 38 | $1,030 | New position | 0.00% | 2026-06-30 |
| CANADA LIFE ASSURANCE Co | 28,871 | $777 | ▼ -254 | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 27 | $727 | Unchanged | 0.00% | 2026-06-30 |
| PEAPACK GLADSTONE FINANCIAL CORP | 26,909 | $724 | ▲ +600 | 0.01% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 26 | $700 | Unchanged | 0.00% | 2026-06-30 |
| FARMERS & MERCHANTS INVESTMENTS INC | 21 | $565 | Unchanged | 0.00% | 2026-06-30 |
| Thrivent Financial for Lutherans | 20,489 | $552 | ▼ -287 | 0.00% | 2026-06-30 |
| Plante Moran Financial Advisors, LLC | 13 | $350 | New position | 0.00% | 2026-06-30 |
| State of Alaska, Department of Revenue | 11,857 | $318 | ▼ -5,402 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 11 | $296 | Unchanged | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 10,293 | $277 | ▼ -133 | 0.00% | 2026-06-30 |
| AMALGAMATED BANK | 8,356 | $225 | ▼ -565 | 0.00% | 2026-06-30 |
| Janney Montgomery Scott LLC | 8,371 | $225 | ▼ -2,430 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 8 | $215 | New position | 0.00% | 2026-06-30 |
| Ankerstar Wealth, LLC | 8 | $215 | Unchanged | 0.00% | 2026-06-30 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7,751 | $208 | Unchanged | 0.00% | 2026-06-30 |
| GILPIN WEALTH MANAGEMENT, LLC | 7 | $189 | ▼ -2 | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5,059 | $136 | Unchanged | 0.00% | 2026-06-30 |
| Cedar Mountain Advisors, LLC | 5 | $135 | Unchanged | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 3,947 | $106 | ▼ -1,734 | 0.00% | 2026-06-30 |
| Davis Capital Management | 2 | $54 | New position | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 1 | $27 | Unchanged | 0.00% | 2026-06-30 |
| Essential Partners LLC | 1 | $27 | Unchanged | 0.00% | 2026-06-30 |
| Smithfield Trust Co | 700 | $19 | Unchanged | 0.00% | 2026-06-30 |
| BESSEMER GROUP INC | 145 | $4 | Unchanged | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 1 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Covestor Ltd | 18 | $0 | ▲ +13 | 0.00% | 2026-06-30 |
| Simcoe Capital Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| KENNEDY CAPITAL MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| AMERICAN CENTURY COMPANIES INC | 0 | $0 | Sold out | 2026-06-30 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0 | $0 | Sold out | 2026-06-30 | |
| Verition Fund Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Gotham Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Whipplewood Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 |