Vault-13

EPSILON ENERGY LTD EPSN

COM · Common Stock · CUSIP 294375209

103 institutional holders +10 vs Q4 2025
21,246,72421.2m shares reported held*
70.3% of all shares outstanding*
$130.9mreported value*
19 new 33 added 30 reduced 11 sold out net sold ≈ $81.8k (-13.3k 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 ($277.3k this quarter). Holder counts are more reliable. Shares outstanding: 30.2m as of 2026-03-26, 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 ≈ $6.16. Options: 2 managers hold calls ($68.4k notional), 0 hold puts (—).

Trends to Q1 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: 103103Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 15 bought or addedQ2 24: 22 cut or sold outQ3 24: 18 bought or addedQ3 24: 17 cut or sold outQ3 24Q4 24: 17 bought or addedQ4 24: 23 cut or sold outQ1 25: 35 bought or addedQ1 25: 14 cut or sold outQ1 25Q2 25: 60 bought or addedQ2 25: 20 cut or sold outQ3 25: 51 bought or addedQ3 25: 32 cut or sold outQ3 25Q4 25: 55 bought or addedQ4 25: 39 cut or sold outQ1 26: 52 bought or addedQ1 26: 41 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241522
Q3 20241817
Q4 20241723
Q1 20253514
Q2 20256020
Q3 20255132
Q4 20255539
Q1 20265241

Calls vs puts

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

CallsPuts
$0$20k$40k$60k$80kQ2 25 calls: $1.7kQ2 25 puts: $0Q2 25P/C 0.00Q3 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 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$1.7k$00.00
Q3 2025$15.0k$00.00
Q4 2025$7.9k$00.00
Q1 2026$68.4k$00.00

Biggest buyers

SEI INVESTMENTS CO Added +242,196+242.2k
Verdence Capital Advisors LLC New +148,563+148.6k
LPL Financial LLC Added +139,331+139.3k
BlackRock, Inc. Added +112,642+112.6k
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Added +99,975+100.0k
Yorktown Energy Partners XI, L.P. Added +90,117+90.1k
GEODE CAPITAL MANAGEMENT, LLC Added +86,300+86.3k
STATE STREET CORP Added +83,753+83.8k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +82,299+82.3k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Added +62,558+62.6k

Biggest sellers

HarbourVest Partners LLC Sold out -840,598-840.6k
CITADEL ADVISORS LLC Reduced -85,950-86.0k
Solas Capital Management, LLC Reduced -74,425-74.4k
Squarepoint Ops LLC Reduced -71,066-71.1k
MARSHALL WACE, LLP Reduced -59,291-59.3k
AMERICAN CENTURY COMPANIES INC Sold out -51,150-51.1k
Hillsdale Investment Management Inc. Sold out -34,100-34.1k
ALGERT GLOBAL LLC Sold out -26,568-26.6k
BARCLAYS PLC Reduced -26,289-26.3k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Reduced -26,239-26.2k

Biggest calls

CITADEL ADVISORS LLC New $67.8k11.0k shares
GROUP ONE TRADING LLC Unchanged $616100 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 in Q1 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
202Q2 24: 1 buyingQ2 24: 0 sellingQ3 24: 2 buyingQ3 24: 0 sellingQ3 24Q4 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 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20241$139.3k0——
Q3 20242$674.5k0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20252$203.3k0——
Q4 20251$232.8k0——
Q1 20261$124.2k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-31 Stabell Jason Chief Executive Officer, director · BY LLC Bought 2,000 $6.17 $12.3k2.0k shares +<1%
2026-03-30 Solas Capital Management, LLC +1 10% owner · See Footnote Sold 26,135 $6.25 $163.3k26.1k shares -1%
2026-03-30 Stabell Jason Chief Executive Officer, director Bought 12,000 $6.22 $74.6k12.0k shares +2%
2026-03-27 Solas Capital Management, LLC +1 10% owner · See Footnote Sold 26,000 $6.21 $161.5k26.0k shares -1%
2026-03-27 Stabell Jason Chief Executive Officer, director · BY LLC Bought 6,000 $6.20 $37.2k6.0k shares +1%
2026-03-26 Solas Capital Management, LLC +1 10% owner · See Footnote Sold 22,290 $6.17 $137.5k22.3k shares -1%

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Solas Capital Management, LLC 12.30% of their portfolio DARIEN, CT 3,470,7613.5m $21.4m $21.4m 12.30% Reduced -74.4k -74,425
2 Yorktown Energy Partners XI, L.P. 12.49% of their portfolio New York, NY 2,869,5602.9m $17.7m $17.7m 12.49% Added +90.1k +90,117
3 Yorktown Energy Partners X, L.P. 23.55% of their portfolio New York, NY 2,656,7052.7m $16.4m $16.4m 23.55% Unchanged
4 YORKTOWN ENERGY PARTNERS IX, L.P. 12.64% of their portfolio NEW YORK, NY 1,181,1241.2m $7.3m $7.3m 12.64% Unchanged
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,029,7591.0m $6.3m $6.3m 0.00% Added +112.6k +112,642
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 951,495951.5k $5.9m $5.9m 0.00% First filing
7 Ballast Asset Management, LP 2.23% of their portfolio DALLAS, TX 814,322814.3k $5.0m $5.0m 2.23% Added +20.0k +20,000
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 813,250813.2k $5.0m $5.0m 0.00% Added +19.2k +19,188
9 PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 5.44% of their portfolio DALLAS, TX 650,000650.0k $4.0m $4.0m 5.44% Unchanged
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 564,779564.8k $3.5m $3.5m 0.00% Added +86.3k +86,300
11 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 484,665484.7k $3.0m $3.0m 0.00% Added +242.2k +242,196
12 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.17% of their portfolio EDINA, MN 476,880476.9k $2.9m $2.9m 0.17% Added +100.0k +99,975
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 456,361456.4k $2.8m $2.8m 0.00% Added +139.3k +139,331
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 436,343436.3k $2.7m $2.7m 0.00% Reduced -10.6k -10,592
15 Clayton Partners LLC 1.65% of their portfolio BERKELEY, CA 367,953368.0k $2.3m $2.3m 1.65% Added +12.7k +12,692
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 333,742333.7k $2.1m $2.1m 0.00% Added +83.8k +83,753
17 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 325,535325.5k $2.0m $2.0m 0.00% Reduced -59.3k -59,291
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio HOUSTON, TX 320,414320.4k $2.0m $2.0m 0.04% Reduced -26.2k -26,239
19 Dalton Investments, Inc. 1.49% of their portfolio El Segundo, CA 250,000250.0k $1.5m $1.5m 1.49% Unchanged
20 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 234,900234.9k $1.4m $1.4m 0.00% Reduced -10.5k -10,500
21 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio ORLANDO, FL 190,382190.4k $1.2m $1.2m 0.08% Added +62.6k +62,558
22 CREDIT AGRICOLE S A 0.00% of their portfolio Montrouge Cedex, I0 183,500183.5k $1.1m $1.1m 0.00% Unchanged
23 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 171,098171.1k $1.1m $1.1m 0.00% First filing
24 MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 0.59% of their portfolio ORLEANS, MA 169,400169.4k $1.0m $1.0m 0.59% Added +33.5k +33,500
25 De Lisle Partners LLP 0.12% of their portfolio POOLE, X0 166,411166.4k $1.0m $1.0m 0.12% Unchanged
26 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 154,366154.4k $950.9k $950.9k 0.00% Added +21.6k +21,605
27 Verdence Capital Advisors LLC 0.05% of their portfolio HUNT VALLEY, MD 148,563148.6k $915.2k $915.2k 0.05% New
28 HILLMAN CO 0.35% of their portfolio PITTSBURGH, PA 146,597146.6k $903.0k $903.0k 0.35% Unchanged
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 128,304128.3k $790.4k $790.4k 0.00% Added +82.3k +82,299
30 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 124,891124.9k $769.3k $769.3k 0.00% First filing
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 98,86498.9k $609.0k $609.0k 0.00% Reduced -13.1k -13,084
32 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 82,69782.7k $509.4k $509.4k 0.00% Added +22.0k +22,003
33 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 79,41779.4k $489.2k $489.2k 0.00% Added +10.5k +10,469
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 53,08453.1k $327.0k $327.0k 0.00% Unchanged
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 49,05549.1k $302.2k $302.2k 0.00% Reduced -1.7k -1,682
36 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 48,19348.2k $296.9k $296.9k 0.00% Reduced -71.1k -71,066
37 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 45,01745.0k $277.3k $277.3k 0.00% New
38 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 42,21142.2k $260.0k $260.0k 0.00% Reduced -18.2k -18,229
39 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 41,95242.0k $258.4k $258.4k 0.00% Reduced -26.3k -26,289
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,16434.2k $210.4k $210.4k 0.00% Reduced -86.0k -85,950
41 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 33,41233.4k $205.8k $205.8k 0.00% New
42 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 24,74224.7k $152.4k $152.4k 0.00% Unchanged
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,93123.9k $147.4k $147.4k 0.00% Added +11.5k +11,511
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 22,36122.4k $137.7k $137.7k 0.00% Reduced -14.2k -14,201
45 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 20,80020.8k $128.1k $128.1k 0.00% Reduced -19.2k -19,200
46 Ethic Inc. 0.00% of their portfolio NEW YORK, NY 19,76519.8k $121.8k $121.8k 0.00% New
47 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 19,74419.7k $121.6k $121.6k 0.00% Unchanged
48 RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio NEW YORK, NY 19,17519.2k $118.1k $118.1k 0.00% Reduced -13.2k -13,151
49 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 18,30018.3k $113.0k $113.0k 0.00% New
50 Odyssean, LLC 0.04% of their portfolio DARIEN, CT 18,29018.3k $112.7k $112.7k 0.04% New
51 Turtle Creek Wealth Advisors, LLC 0.01% of their portfolio DALLAS, TX 15,50015.5k $95.5k $95.5k 0.01% New
52 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 15,02715.0k $92.6k $92.6k 0.00% New
53 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 13,96914.0k $86.0k $86.0k 0.00% New
54 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 13,85013.8k $85.3k $85.3k 0.00% Added +353 +353
55 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 13,54613.5k $83.4k $83.4k 0.00% Reduced -53 -53
56 Claro Advisors Inc. 0.01% of their portfolio BOSTON, MA 13,29813.3k $81.9k $81.9k 0.01% Added +1.8k +1,770
57 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,09413.1k $80.7k $80.7k 0.00% Reduced -2.1k -2,052
58 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.01% of their portfolio SALT LAKE CITY, UT 12,78512.8k $78.8k $78.8k 0.01% Unchanged
59 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,28612.3k $75.7k $75.7k 0.00% New
60 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 9,8009.8k $60.4k $60.4k 0.00% Reduced -8.9k -8,900
61 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 9,5609.6k $58.9k $58.9k 0.00% Added +244 +244
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,7538.8k $55.7k $55.7k 0.00% Reduced -14.3k -14,323
63 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 8,6168.6k $53.1k $53.1k 0.00% First filing
64 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 8,3498.3k $51.3k $51.3k 0.00% New
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,1158.1k $50.0k $50.0k 0.00% Reduced -13.4k -13,433
66 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 7,6607.7k $47.2k $47.2k 0.00% Reduced -5.0k -4,980
67 CWM, LLC 0.00% of their portfolio OMAHA, NE 5,2105.2k $32.1k $32.1k 0.00% Added +1.4k +1,415
68 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,4564.5k $27.4k $27.4k 0.00% Unchanged
69 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,6153.6k $22.3k $22.3k 0.00% Added +1.9k +1,901
70 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 3,3963.4k $20.0k $20.0k 0.00% Unchanged
71 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,9322.9k $18.1k $18.1k 0.00% Added +960 +960
72 RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio WASHINGTON, DC 2,1182.1k $13.0k $13.0k 0.00% Added +1.2k +1,196
73 FMR LLC 0.00% of their portfolio BOSTON, MA 2,0592.1k $12.7k $12.7k 0.00% Added +1.8k +1,834
74 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,9662.0k $12.1k $12.1k 0.00% Unchanged
75 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,8591.9k $11.5k $11.5k 0.00% Reduced -334 -334
76 Legal & General Group Plc 0.00% of their portfolio London, X0 1,7461.7k $10.8k $10.8k 0.00% Unchanged
77 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1,7351.7k $10.7k $10.7k 0.00% New
78 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,3961.4k $8.6k $8.6k 0.00% Reduced -963 -963
79 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,0641.1k $6.6k $6.6k 0.00% Reduced -6.5k -6,506
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0311.0k $6.4k $6.4k 0.00% Added +19 +19
81 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% of their portfolio CLEVELAND, OH 1,0001.0k $6.2k $6.2k 0.00% Unchanged
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 964964 $5.9k $5.9k 0.00% Reduced -13.5k -13,492
83 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 665665 $4.1k $4.1k 0.00% Reduced -563 -563
84 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 526526 $3.2k $3.2k 0.00% Added +471 +471
85 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 500500 $3.1k $3.1k 0.00% Reduced -500 -500
86 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 375375 $2.3k $2.3k 0.00% Reduced -236 -236
87 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 358358 $2.2k $2.2k 0.00% Added +293 +293
88 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 194194 $1.2k $1.2k 0.00% Reduced -55 -55
89 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 176176 $1.1k $1.1k 0.00% Reduced -1.0k -1,004
90 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 175175 $1.1k $1.1k 0.00% Added +23 +23
91 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 169169 $1.0k $1.0k 0.00% Added +151 +151
92 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 146146 $899 $899 0.00% New
93 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 127127 $782 $782 0.00% Added +80 +80
94 RMG Wealth Management LLC 0.00% of their portfolio PLATTEVILLE, WI 100100 $598 $598 0.00% New
95 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 7272 $444 $444 0.00% Reduced -24 -24
96 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 6868 $430 $430 0.00% New
97 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 5050 $308 $308 0.00% Added +48 +48
98 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 2424 $148 $148 0.00% New
99 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 1717 $105 $105 0.00% Unchanged
100 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 44 $25 $25 0.00% Added +3 +3