Vault-13

SOLUNA HOLDINGS INC SLNH

COM NEW · Common Stock · CUSIP 583543301

101 institutional holders +57 vs Q1 2026
44,310,43444.3m shares reported held*
18.1% of all shares outstanding*
$68.5mreported value*
64 new 20 added 6 reduced 9 sold out net bought ≈ $45.9m (+34.0m 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. Holder counts are more reliable. Shares outstanding: 244.6m as of 2026-08-10, 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 ≈ $1.55.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q4 23: 13Q1 24: 14Q2 24: 16Q3 24: 24Q4 24: 25Q1 25: 21Q2 25: 21Q3 25: 35Q4 25: 45Q1 26: 44Q2 26: 101101Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202313
Q1 202414
Q2 202416
Q3 202424
Q4 202425
Q1 202521
Q2 202521
Q3 202535
Q4 202545
Q1 202644
Q2 2026101

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 12 bought or addedQ3 24: 3 cut or sold outQ4 24: 6 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 9 cut or sold outQ2 25: 7 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 8 cut or sold outQ4 25: 35 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 20 cut or sold outQ2 26: 84 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024123
Q4 2024610
Q1 202589
Q2 202577
Q3 2025298
Q4 20253515
Q1 20262320
Q2 20268415

Biggest buyers

BlackRock, Inc. Added +7,545,266+7.5m
Nuveen, LLC New +5,577,158+5.6m
Vident Advisory, LLC Added +5,160,797+5.2m
VANGUARD CAPITAL MANAGEMENT LLC Added +4,034,537+4.0m
J. Goldman & Co LP New +2,384,409+2.4m
STATE STREET CORP Added +1,531,831+1.5m
GEODE CAPITAL MANAGEMENT, LLC Added +1,204,091+1.2m
MARSHALL WACE, LLP Added +1,108,267+1.1m
Alpine Fox Capital LLC New +750,882+750.9k
VANGUARD PORTFOLIO MANAGEMENT LLC New +708,284+708.3k

Biggest sellers

Diametric Capital, LP Sold out -442,942-442.9k
RENAISSANCE TECHNOLOGIES LLC Reduced -382,677-382.7k
INTRINSIC EDGE CAPITAL MANAGEMENT LLC Reduced -235,432-235.4k
MGO ONE SEVEN LLC Sold out -121,504-121.5k
OMERS ADMINISTRATION Corp Sold out -107,100-107.1k
Fiduciary Alliance LLC Sold out -89,932-89.9k
HRT FINANCIAL LP Sold out -80,755-80.8k
PRELUDE CAPITAL MANAGEMENT, LLC Sold out -67,413-67.4k
TWO SIGMA SECURITIES, LLC Sold out -64,324-64.3k
GOLDMAN SACHS GROUP INC Reduced -31,381-31.4k

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
Generate Strategic Credit Master Fund I-B, L.P. 13G · passive investor new · filed 2025-09-18 10.0% new 3.3m≈ $4.5m 2025-09-18
YA II PN, Ltd. 13G · passive investor new · filed 2025-02-06 10.0% new 1.1m≈ $1.4m 2025-02-06
BUGBEE ROBERT L 13G · passive investor +1.3 pts · filed 2026-08-05 9.8% +1.3 pts 15.4m≈ $20.8m 2026-08-05

Fell to 5% or below in the last year: BlackRock, Inc. (4.1%, 2026-10-27), ALPHA CAPITAL ANSTALT (1.5%, 2025-11-12)

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
10010Q4 24: 0 buyingQ4 24: 7 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 4 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 4 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 5 sellingQ3 26: 2 buyingQ3 26: 4 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—7$744.6k$516.5k
Q1 20250—0——
Q2 20251$5.3k4$64.3k—
Q3 20250—0——
Q4 20250—4$15.2k—
Q1 20260—0——
Q2 20261$163.0k5$8.2k—
Q3 20262$117.0k4$51.3k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-23 Thomas Jessica L. Chief Accounting Officer Sold 30,000 $1.26 $37.8k30.0k shares -2%
2026-09-03 Phelan William P Director Sold 12,037 $1.12 $13.5k12.0k shares -0%
2026-09-01 Belizaire John Chief Executive Officer, director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold plan 1,000 — —1.0k shares -1%
2026-08-31 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 3,188 — —3.2k shares -5%
2026-08-28 PICCHI MICHAEL Chief Financial Officer Bought 20,000 $1.13 $22.6k20.0k shares +1%
2026-08-28 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 5,039 — —5.0k shares -7%
2026-08-27 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 8,099 — —8.1k shares -10%
2026-08-26 Belizaire John Chief Executive Officer, director Bought 50,000 $1.20 $60.0k50.0k shares +1%
2026-08-26 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 1,862 — —1.9k shares -2%
2026-08-25 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 5,000 — —5.0k shares -6%
2026-08-24 PICCHI MICHAEL Chief Financial Officer Bought 10,000 $1.14 $11.4k10.0k shares +1%
2026-08-24 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 5,000 — —5.0k shares -6%
2026-08-21 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 8,843 — —8.8k shares -9%
2026-08-20 PICCHI MICHAEL Chief Financial Officer Bought 20,000 $1.15 $23.0k20.0k shares +1%
2026-08-20 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 1,157 — —1.2k shares -1%
2026-08-19 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 5,000 — —5.0k shares -5%
2026-08-17 Hirshfield Edward R Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 9,007 — —9.0k shares -100%
2026-06-22 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 3,074 — —3.1k shares -3%
2026-06-18 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 4,813 — —4.8k shares -4%
2026-06-17 Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 10,113 — —10.1k shares -8%
2026-06-15 Thomas Jessica L. Chief Accounting Officer Sold 4,838 $1.70 $8.2k4.8k shares -<1%
2026-06-11 OReilly Mary Jennifer Chief People Officer · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 1,071 — —1.1k shares -100%
2026-06-10 Thomas Jessica L. Chief Accounting Officer · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 2,500 — —2.5k shares -74%
2026-06-10 OReilly Mary Jennifer Chief People Officer · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 5,729 — —5.7k shares -84%
2026-06-08 OReilly Mary Jennifer Chief People Officer · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 6,600 — —6.6k shares -49%
2026-06-01 Belizaire John Chief Executive Officer, director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold plan 1,000 — —1.0k shares -1%
2026-06-01 Bottomley John Director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold 1,000 — —1.0k shares -4%
2026-05-21 PICCHI MICHAEL Chief Financial Officer Bought 100,000 $1.63 $163.0k100.0k shares +8%
2026-04-06 Belizaire John Chief Executive Officer, director · 9.0% Series A Cumulative Perpetual Preferred Stock Sold plan 1,000 — —1.0k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 8,330,2548.3m $11.2m $11.2m 0.00% Added +7.5m +7,545,266
2 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 5,577,1585.6m $7.5m $7.5m 0.00% New
3 Vident Advisory, LLC 0.05% of their portfolio Alpharetta, GA 5,227,2005.2m $7.1m $7.1m 0.05% Added +5.2m +5,160,797
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 4,661,3914.7m $6.3m $6.3m 0.00% Added +4.0m +4,034,537
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 3,889,5293.9m $14.0m $14.0m 0.00% Added +1.2m +1,204,091
6 J. Goldman & Co LP 0.11% of their portfolio NEW YORK, NY 2,384,4092.4m $3.2m $3.2m 0.11% New
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,824,5071.8m $2.5m $2.5m 0.00% Added +1.5m +1,531,831
8 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 1,695,3001.7m $2.3m $2.3m 0.00% Added +1.1m +1,108,267
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 1,029,7091.0m $1.4m $1.4m 0.00% Added +233.1k +233,057
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 999,446999.4k $1.3m $1.3m 0.00% Added +109.1k +109,143
11 Alpine Fox Capital LLC 0.59% of their portfolio LAS VEGAS, NV 750,882750.9k $1.0m $1.0m 0.59% New
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 737,906737.9k $996.2k $996.2k 0.00% Added +635.0k +634,991
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 708,284708.3k $956.2k $956.2k 0.00% New
14 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 525,459525.5k $709.4k $709.4k 0.00% Added +231.9k +231,869
15 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 452,600452.6k $611.0k $611.0k 0.00% Reduced -382.7k -382,677
16 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0.31% of their portfolio PORTLAND, OR 430,738430.7k $581.5k $581.5k 0.31% New
17 Virtu Financial LLC 0.02% of their portfolio New York, NY 363,683363.7k $491.0k $491.0k 0.02% New
18 Yorkville Advisors Global, LP 0.53% of their portfolio MOUNTAINSIDE, NJ 335,976336.0k $453.6k $453.6k 0.53% Unchanged
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 261,551261.6k $353.1k $353.1k 0.00% New
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 255,611255.6k $345.1k $345.1k 0.00% New
21 SCOGGIN MANAGEMENT LP 0.08% of their portfolio NEW YORK, NY 250,000250.0k $337.5k $337.5k 0.08% New
22 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 244,725244.7k $330.4k $330.4k 0.00% New
23 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 220,696220.7k $297.9k $297.9k 0.00% New
24 PEAK6 LLC 0.00% of their portfolio AUSTIN, TX 145,000145.0k $195.8k $195.8k 0.00% New
25 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 142,521142.5k $192.4k $192.4k 0.00% Added +55.8k +55,832
26 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 139,566139.6k $188.0k $188.0k 0.01% New
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 137,558137.6k $185.7k $185.7k 0.00% Added +133.9k +133,885
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 131,242131.2k $177.2k $177.2k 0.00% Added +113.4k +113,411
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 123,107123.1k $166.2k $166.2k 0.00% Added +102.5k +102,485
30 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 114,568114.6k $154.7k $154.7k 0.02% Reduced -235.4k -235,432
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 108,692108.7k $146.7k $146.7k 0.00% Reduced -31.4k -31,381
32 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 102,302102.3k $138.1k $138.1k 0.00% New
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 102,217102.2k $138.0k $138.0k 0.00% Reduced -14.7k -14,747
34 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 100,000100.0k $135.0k $135.0k 0.00% New
35 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 100,000100.0k $135.0k $135.0k 0.00% New
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 87,81087.8k $118.5k $118.5k 0.00% New
37 Scientech Research LLC 0.09% of their portfolio JERSEY CITY, NJ 86,09486.1k $116.2k $116.2k 0.09% New
38 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 85,98386.0k $117.0k $117.0k 0.00% New
39 Activest Wealth Management 0.02% of their portfolio AVENTURA, FL 83,00083.0k $112.0k $112.0k 0.02% New
40 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 78,23578.2k $105.6k $105.6k 0.00% New
41 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 73,75073.8k $99.6k $99.6k 0.00% New
42 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 69,50069.5k $93.8k $93.8k 0.00% New
43 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 65,96066.0k $89.0k $89.0k 0.00% Added +54.9k +54,933
44 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 63,85063.9k $86.2k $86.2k 0.00% New
45 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 63,60063.6k $85.9k $85.9k 0.00% New
46 Lauer Wealth, LLC 0.04% of their portfolio VALPARAISO, IN 50,00050.0k $56.0k $56.0k 0.04% New
47 State of Wyoming 0.01% of their portfolio CHEYENNE, WY 49,20549.2k $66.4k $66.4k 0.01% New
48 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 48,25748.3k $65.1k $65.1k 0.00% Added +36.0k +35,950
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 46,69946.7k $65.4k $65.4k 0.00% Reduced -22.1k -22,142
50 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 44,15744.2k $59.6k $59.6k 0.00% New
51 Meramec Financial Planners, LLC 0.02% of their portfolio SAINT LOUIS, MO 38,65938.7k $47.6k $47.6k 0.02% Unchanged
52 Proficio Capital Partners LLC 0.00% of their portfolio NEWTON, MA 37,00037.0k $50.0k $50.0k 0.00% Unchanged
53 MATAURO, LLC 0.01% of their portfolio NEW YORK, NY 35,75535.8k $48.3k $48.3k 0.01% Added +2.1k +2,074
54 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 34,22934.2k $46.2k $46.2k 0.00% New
55 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 32,69932.7k $44.1k $44.1k 0.00% New
56 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 31,07931.1k $42.0k $42.0k 0.00% New
57 Kovack Advisors, Inc. 0.00% of their portfolio FT. LAUDERDALE, FL 30,00030.0k $37.8k $37.8k 0.00% New
58 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 27,43727.4k $37.0k $37.0k 0.00% New
59 SCS Capital Management LLC 0.00% of their portfolio BOSTON, MA 27,00027.0k $36.5k $36.5k 0.00% New
60 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 24,35024.4k $33.0k $33.0k 0.00% New
61 Arcadia Wealth Management, Inc. 0.02% of their portfolio SMITHTOWN, NY 24,30024.3k $32.8k $32.8k 0.02% Unchanged
62 Azora Capital LP 0.00% of their portfolio MIAMI, FL 23,93423.9k $32.3k $32.3k 0.00% Unchanged
63 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 23,83423.8k $32.2k $32.2k 0.00% New
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,74321.7k $29.4k $29.4k 0.00% New
65 OLD MISSION CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 18,88018.9k $25.5k $25.5k 0.00% New
66 AVAII WEALTH MANAGEMENT, LLC 0.01% of their portfolio APPLETON, WI 18,29018.3k $24.7k $24.7k 0.01% New
67 Ground Swell Capital, LLC 0.03% of their portfolio FOLLY BEACH, SC 17,87417.9k $24.1k $24.1k 0.03% New
68 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 16,52716.5k $22.3k $22.3k 0.00% Reduced -17.9k -17,949
69 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 16,02116.0k $21.6k $21.6k 0.00% New
70 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 15,82015.8k $21.4k $21.4k 0.00% New
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,41015.4k $19.4k $19.4k 0.00% New
72 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,00015.0k $20.2k $20.2k 0.00% New
73 Dynamic Technology Lab Private Ltd 0.00% of their portfolio SINGAPORE, U0 14,26914.3k $19.0k $19.0k 0.00% New
74 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 13,72813.7k $18.5k $18.5k 0.00% New
75 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 13,29913.3k $18.0k $18.0k 0.00% New
76 Blueshift Asset Management, LLC 0.00% of their portfolio RED BANK, NJ 13,14013.1k $17.7k $17.7k 0.00% New
77 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,93612.9k $17.5k $17.5k 0.00% New
78 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,43912.4k $16.8k $16.8k 0.00% New
79 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 11,87011.9k $16.0k $16.0k 0.00% New
80 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 11,30711.3k $15.3k $15.3k 0.00% New
81 Legal & General Group Plc 0.00% of their portfolio London, X0 10,16610.2k $13.7k $13.7k 0.00% New
82 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,00010.0k $14.0k $14.0k 0.00% New
83 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 9,5169.5k $12.8k $12.8k 0.00% New
84 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 8,3858.4k $11.3k $11.3k 0.00% New
85 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,3464.3k $6.0k $6.0k 0.00% New
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,2604.3k $5.8k $5.8k 0.00% New
87 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 3,0943.1k $4.2k $4.2k 0.00% Added +1.6k +1,594
88 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 2,1132.1k $2.9k $2.9k 0.00% New
89 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,0002.0k $2.7k $2.7k 0.00% New
90 Bay Harbor Wealth Management, LLC 0.00% of their portfolio Hunt Valley, MD 1,9542.0k $2.6k $2.6k 0.00% New
91 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6001.6k $2.2k $2.2k 0.00% Unchanged
92 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0001.0k $1.4k $1.4k 0.00% First filing
93 FMR LLC 0.00% of their portfolio BOSTON, MA 819819 $1.1k $1.1k 0.00% New
94 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 500500 $675 $675 0.00% Not comparable
95 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 500500 $675 $675 0.00% Added +300 +300
96 Game Plan Financial Advisors, LLC 0.00% of their portfolio WESTLAKE, OH 450450 $608 $608 0.00% New
97 Covestor Ltd 0.00% of their portfolio LONDON, X0 429429 $1.0k $1.0k 0.00% Unchanged
98 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 357357 $482 $482 0.00% New
99 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 166166 $223 $223 0.00% Added +1 +1
100 Graney & King, LLC 0.00% of their portfolio LATHAM, NY 4242 $57 $57 0.00% Unchanged