Vault-13

EPSILON ENERGY LTD EPSN

COM · Common Stock · CUSIP 294375209

103 institutional holders +0 vs Q1 2026
20,809,62820.8m shares reported held*
68.7% of all shares outstanding*
$112.6mreported value*
15 new 47 added 22 reduced 12 sold out net bought ≈ $1.2m (+222.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($268.9k this quarter). Holder counts are more reliable. Shares outstanding: 30.3m as of 2026-08-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $5.41. Options: 1 managers hold calls ($541 notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 49Q4 22: 57Q1 23: 57Q2 23: 57Q3 23: 54Q4 23: 49Q1 24: 48Q2 24: 47Q3 24: 48Q4 24: 45Q1 25: 61Q2 25: 83Q3 25: 92Q4 25: 93Q1 26: 103Q2 26: 103103Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202249
Q4 202257
Q1 202357
Q2 202357
Q3 202354
Q4 202349
Q1 202448
Q2 202447
Q3 202448
Q4 202445
Q1 202561
Q2 202583
Q3 202592
Q4 202593
Q1 2026103
Q2 2026103

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 18 bought or addedQ3 24: 17 cut or sold outQ4 24: 17 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 14 cut or sold outQ2 25: 60 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 51 bought or addedQ3 25: 32 cut or sold outQ4 25: 55 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 52 bought or addedQ1 26: 41 cut or sold outQ2 26: 62 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241817
Q4 20241723
Q1 20253514
Q2 20256020
Q3 20255132
Q4 20255539
Q1 20265241
Q2 20266234

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60k$80kQ3 25 calls: $15.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $7.9kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $68.4kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $541Q2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$15.0k$00.00
Q4 2025$7.9k$00.00
Q1 2026$68.4k$00.00
Q2 2026$541$00.00

Biggest buyers

AMERICAN CENTURY COMPANIES INC New +221,895+221.9k
AQR CAPITAL MANAGEMENT LLC Added +140,552+140.6k
MARSHALL WACE, LLP Added +94,214+94.2k
J.W. COLE ADVISORS, INC. New +80,400+80.4k
LPL Financial LLC Added +47,830+47.8k
Nuveen, LLC Added +46,418+46.4k
Abel Hall, LLC New +40,927+40.9k
FMR LLC Added +40,749+40.7k
Russell Investments Group, Ltd. Added +30,617+30.6k
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Added +30,000+30.0k

Biggest sellers

SEI INVESTMENTS CO Reduced -202,456-202.5k
HILLMAN CO Sold out -146,597-146.6k
RENAISSANCE TECHNOLOGIES LLC Reduced -96,621-96.6k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Reduced -78,827-78.8k
DIMENSIONAL FUND ADVISORS LP Reduced -70,111-70.1k
Squarepoint Ops LLC Sold out -48,193-48.2k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -47,276-47.3k
GOLDMAN SACHS GROUP INC Reduced -31,994-32.0k
STRS OHIO Sold out -20,800-20.8k
BlackRock, Inc. Reduced -15,695-15.7k

Biggest calls

GROUP ONE TRADING LLC Unchanged $541100 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Solas Capital Management, LLC 13G · institution filed 2026-02-17 11.9% 3.5m≈ $19.2m 2026-02-17
AZVALOR ASSET MANAGEMENT SGIIC SA 13G · passive new · filed 2026-05-14 10.0% new 3.0m≈ $16.4m 2026-05-14
Yorktown Energy Partners XI, L.P. 13D · may seek influence new · filed 2025-11-25
Stated purposeDirector Appointment Pursuant to the terms of the Peak E&P Agreement, on the Closing Date, Bryan H. Lawrence, one of the Managing Members of Yorktown XI Associates, was appointed to the Board of Directors of the Issuer. Registration Rights Agreement On November 14, 2025, the Issuer entered into a Registration Rights Agreement (the "Registration Rights Agreement") with the Reporting Persons and other selling shareholders party thereto, pursuant to which, the Issuer agreed, on the terms set forth therein, to file with the SEC a registration statement on Form S-3 (the "Registration Statement") to permit the public resale of a certain number of Common Shares by the selling shareholders from time to time as permitted by Rule 415 under the Securities Act of 1933, as amended. The Issuer … Full filing
9.6% new 2.9m≈ $15.5m 2025-11-25
Yorktown Energy Partners X, L.P. 13D · may seek influence new · filed 2025-11-25
Stated purposeDirector Appointment Pursuant to the terms of the Peak E&P Agreement, on the Closing Date, Bryan H. Lawrence, one of the Managing Members of Yorktown X Associates, was appointed to the Board of Directors of the Issuer. Registration Rights Agreement On November 14, 2025, the Issuer entered into a Registration Rights Agreement (the "Registration Rights Agreement") with the Reporting Persons and other selling shareholders party thereto, pursuant to which, the Issuer agreed, on the terms set forth therein, to file with the SEC a registration statement on Form S-3 (the "Registration Statement") to permit the public resale of a certain number of Common Shares by the selling shareholders from time to time as permitted by Rule 415 under the Securities Act of 1933, as amended. The Issuer a… Full filing
8.9% new 2.7m≈ $14.4m 2025-11-25

Fell to 5% or below in the last year: VANGUARD GROUP INC (4.9%, 2026-01-30)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 2 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20252$203.3k0——
Q4 20251$232.8k0——
Q1 20261$124.2k0——
Q2 20261$265.2k0——
Q3 20261$284.4k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-21 Stabell Jason Chief Executive Officer, director · BY LLC Bought 13,467 $5.93 $79.9k13.5k shares +2%
2026-09-18 Stabell Jason Chief Executive Officer, director · BY LLC Bought 1,430 $5.90 $8.4k1.4k shares +<1%
2026-09-16 Stabell Jason Chief Executive Officer, director · BY LLC Bought 8,207 $5.88 $48.3k8.2k shares +1%
2026-08-24 Stabell Jason Chief Executive Officer, director · BY LLC Bought 21,413 $5.63 $120.6k21.4k shares +4%
2026-08-21 Stabell Jason Chief Executive Officer, director · BY LLC Bought 4,900 $5.56 $27.2k4.9k shares +1%
2026-06-24 Stabell Jason Chief Executive Officer, director · BY LLC Bought 22,000 $5.27 $115.9k22.0k shares +4%
2026-06-22 Stabell Jason Chief Executive Officer, director · BY LLC Bought 28,000 $5.33 $149.2k28.0k shares +5%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Solas Capital Management, LLC 10.06% of their portfolio DARIEN, CT 3,470,7613.5m $18.8m $18.8m 10.06% Unchanged
2 Yorktown Energy Partners XI, L.P. 14.36% of their portfolio New York, NY 2,869,5602.9m $15.5m $15.5m 14.36% Unchanged
3 Yorktown Energy Partners X, L.P. 30.21% of their portfolio New York, NY 2,656,7052.7m $14.4m $14.4m 30.21% Unchanged
4 YORKTOWN ENERGY PARTNERS IX, L.P. 17.71% of their portfolio NEW YORK, NY 1,181,1241.2m $6.4m $6.4m 17.71% Unchanged
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,014,0641.0m $5.5m $5.5m 0.00% Reduced -15.7k -15,695
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 942,166942.2k $5.1m $5.1m 0.00% Reduced -9.3k -9,329
7 Ballast Asset Management, LP 1.74% of their portfolio DALLAS, TX 806,322806.3k $4.4m $4.4m 1.74% Reduced -8.0k -8,000
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 743,139743.1k $4.0m $4.0m 0.00% Reduced -70.1k -70,111
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 576,513576.5k $3.1m $3.1m 0.00% Added +11.7k +11,734
10 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.14% of their portfolio EDINA, MN 506,880506.9k $2.7m $2.7m 0.14% Added +30.0k +30,000
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 504,191504.2k $2.7m $2.7m 0.00% Added +47.8k +47,830
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 458,523458.5k $2.5m $2.5m 0.00% Added +22.2k +22,180
13 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 419,749419.7k $2.3m $2.3m 0.00% Added +94.2k +94,214
14 Clayton Partners LLC 1.31% of their portfolio BERKELEY, CA 367,953368.0k $2.0m $2.0m 1.31% Unchanged
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 338,430338.4k $1.8m $1.8m 0.00% Added +4.7k +4,688
16 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 282,209282.2k $1.5m $1.5m 0.00% Reduced -202.5k -202,456
17 Dalton Investments, Inc. 1.22% of their portfolio El Segundo, CA 250,000250.0k $1.4m $1.4m 1.22% Unchanged
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 241,587241.6k $1.3m $1.3m 0.02% Reduced -78.8k -78,827
19 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 221,895221.9k $1.2m $1.2m 0.00% New
20 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 219,969220.0k $1.2m $1.2m 0.00% Added +140.6k +140,552
21 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio ORLANDO, FL 199,981200.0k $1.1m $1.1m 0.07% Added +9.6k +9,599
22 CREDIT AGRICOLE S A 0.00% of their portfolio Montrouge Cedex, I0 183,500183.5k $992.7k $992.7k 0.00% Unchanged
23 MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 0.57% of their portfolio ORLEANS, MA 174,400174.4k $943.5k $943.5k 0.57% Added +5.0k +5,000
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 173,240173.2k $937.2k $937.2k 0.00% Added +18.9k +18,874
25 De Lisle Partners LLP 0.10% of their portfolio POOLE, X0 166,411166.4k $899.5k $899.5k 0.10% Unchanged
26 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 162,832162.8k $880.9k $880.9k 0.00% Reduced -8.3k -8,266
27 Verdence Capital Advisors LLC 0.04% of their portfolio HUNT VALLEY, MD 144,461144.5k $781.5k $781.5k 0.04% Reduced -4.1k -4,102
28 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 138,279138.3k $748.1k $748.1k 0.00% Reduced -96.6k -96,621
29 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 136,711136.7k $739.6k $739.6k 0.00% Added +11.8k +11,820
30 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 87,69787.7k $474.4k $474.4k 0.00% Added +5.0k +5,000
31 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 81,02881.0k $438.4k $438.4k 0.00% Reduced -47.3k -47,276
32 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 80,40080.4k $435.0k $435.0k 0.01% New
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 73,08473.1k $395.4k $395.4k 0.00% Added +20.0k +20,000
34 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 71,16071.2k $385.0k $385.0k 0.00% Added +46.4k +46,418
35 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 70,18770.2k $379.7k $379.7k 0.00% Added +28.0k +27,976
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 66,87066.9k $361.8k $361.8k 0.00% Reduced -32.0k -31,994
37 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 49,97150.0k $270.3k $270.3k 0.00% Added +916 +916
38 Odyssean, LLC 0.04% of their portfolio DARIEN, CT 48,27248.3k $261.2k $261.2k 0.04% Added +30.0k +29,982
39 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 47,71247.7k $258.1k $258.1k 0.00% Added +2.7k +2,695
40 FMR LLC 0.00% of their portfolio BOSTON, MA 42,80842.8k $231.6k $231.6k 0.00% Added +40.7k +40,749
41 Abel Hall, LLC 0.04% of their portfolio BATON ROUGE, LA 40,92740.9k $221.4k $221.4k 0.04% New
42 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 40,68240.7k $220.1k $220.1k 0.00% Reduced -1.3k -1,270
43 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 33,54933.5k $181.5k $181.5k 0.00% Added +30.6k +30,617
44 RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio NEW YORK, NY 28,97429.0k $156.8k $156.8k 0.00% Added +9.8k +9,799
45 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 26,86826.9k $145.4k $145.4k 0.00% Added +19.2k +19,208
46 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 24,30524.3k $131.5k $131.5k 0.00% Added +4.6k +4,561
47 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 24,24924.2k $131.2k $131.2k 0.00% Added +1.9k +1,888
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,55622.6k $122.0k $122.0k 0.00% Added +10.3k +10,270
49 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 21,91221.9k $118.5k $118.5k 0.00% Added +6.9k +6,885
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,91120.9k $113.1k $113.1k 0.00% Reduced -3.0k -3,020
51 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 20,11120.1k $108.8k $108.8k 0.00% New
52 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 19,93319.9k $108.0k $108.0k 0.00% Added +1.6k +1,633
53 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 19,91019.9k $107.7k $107.7k 0.00% Reduced -13.5k -13,502
54 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,62919.6k $106.2k $106.2k 0.00% Reduced -14.5k -14,535
55 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,20917.2k $93.1k $93.1k 0.00% Added +9.1k +9,094
56 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 16,64716.6k $90.1k $90.1k 0.00% Added +3.6k +3,553
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,37816.4k $88.6k $88.6k 0.00% Added +12.8k +12,763
58 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 15,65015.7k $84.7k $84.7k 0.00% Added +1.8k +1,800
59 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 15,05815.1k $81.5k $81.5k 0.00% Added +13.7k +13,662
60 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% of their portfolio SALT LAKE CITY, UT 12,37812.4k $67.0k $67.0k 0.00% Reduced -407 -407
61 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 11,60011.6k $71.5k $71.5k 0.00% New
62 Ethic Inc. 0.00% of their portfolio NEW YORK, NY 11,06811.1k $59.9k $59.9k 0.00% Reduced -8.7k -8,697
63 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 10,53910.5k $57.0k $57.0k 0.00% Reduced -3.0k -3,007
64 STONERIDGE INVESTMENT PARTNERS LLC 0.04% of their portfolio RADNOR, PA 10,41810.4k $58.0k $58.0k 0.04% New
65 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 9,8009.8k $53.0k $53.0k 0.00% Unchanged
66 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,5059.5k $51.4k $51.4k 0.00% Added +8.4k +8,441
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,4269.4k $51.7k $51.7k 0.00% Added +673 +673
68 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 9,3979.4k $50.8k $50.8k 0.00% Reduced -163 -163
69 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 8,6168.6k $46.6k $46.6k 0.00% Unchanged
70 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 8,3498.3k $45.6k $45.6k 0.00% Unchanged
71 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,4564.5k $24.1k $24.1k 0.00% Unchanged
72 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,0524.1k $21.9k $21.9k 0.00% Added +2.2k +2,193
73 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 3,3963.4k $18.0k $18.0k 0.00% Unchanged
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,0763.1k $17.0k $17.0k 0.00% New
75 RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio WASHINGTON, DC 2,1182.1k $11.5k $11.5k 0.00% Unchanged
76 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,0822.1k $11.3k $11.3k 0.00% New
77 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,9662.0k $10.6k $10.6k 0.00% Unchanged
78 Legal & General Group Plc 0.00% of their portfolio London, X0 1,7461.7k $9.4k $9.4k 0.00% Unchanged
79 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1,7391.7k $9.4k $9.4k 0.00% Added +4 +4
80 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,3351.3k $7.2k $7.2k 0.00% New
81 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% of their portfolio CLEVELAND, OH 1,0001.0k $5.4k $5.4k 0.00% Unchanged
82 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 726726 $3.9k $3.9k 0.00% Added +368 +368
83 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 717717 $3.9k $3.9k 0.00% Added +542 +542
84 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 694694 $3.8k $3.8k 0.00% Reduced -337 -337
85 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 538538 $2.9k $2.9k 0.00% Added +163 +163
86 Private Wealth Management Group, LLC 0.00% of their portfolio PRINCETON, NJ 393393 $2.1k $2.1k 0.00% New
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 392392 $2.1k $2.1k 0.00% Added +198 +198
88 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 375375 $2.0k $2.0k 0.00% Reduced -290 -290
89 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 281281 $1.5k $1.5k 0.00% Added +105 +105
90 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 214214 $1.2k $1.2k 0.00% Added +146 +146
91 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 163163 $882 $882 0.00% Added +36 +36
92 RMG Wealth Management LLC 0.00% of their portfolio PLATTEVILLE, WI 100100 $594 $594 0.00% Unchanged
93 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 9696 $520 $520 0.00% New
94 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 9494 $509 $509 0.00% New
95 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 8686 $0 $0 0.00% New
96 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 7373 $395 $395 0.00% Added +1 +1
97 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 3737 $200 $200 0.00% New
98 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 3131 $168 $168 0.00% Reduced -19 -19
99 Basecamp Wealth Advisors LLC 0.00% of their portfolio BELLEVUE, WA 2121 $114 $114 0.00% Added +19 +19
100 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 1818 $98 $98 0.00% Added +1 +1