Vault-13

CLARITEV CORPORATION CTEV

CL A NEW · Common Stock · CUSIP 62548M209

102 institutional holders +8 vs Q1 2026
15,426,10715.4m shares reported held*
91.0% of all shares outstanding*
$526.0mreported value*
22 new 44 added 20 reduced 14 sold out net bought ≈ $43.3m (+1.3m 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 ($43.4k this quarter). Holder counts are more reliable. Shares outstanding: 16.9m as of 2026-08-03, 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 ≈ $34.10. Options: 6 managers hold calls ($2.5m notional), 7 hold puts ($3.7m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q2 24: 1Q3 24: 60Q4 24: 51Q1 25: 56Q2 25: 73Q3 25: 93Q4 25: 103Q1 26: 94Q2 26: 102102Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20241
Q3 202460
Q4 202451
Q1 202556
Q2 202573
Q3 202593
Q4 2025103
Q1 202694
Q2 2026102

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 57 bought or addedQ3 24: 1 cut or sold outQ4 24: 25 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 24 cut or sold outQ2 25: 51 bought or addedQ2 25: 23 cut or sold outQ2 25Q3 25: 56 bought or addedQ3 25: 30 cut or sold outQ4 25: 53 bought or addedQ4 25: 46 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 45 cut or sold outQ2 26: 66 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024571
Q4 20242527
Q1 20253224
Q2 20255123
Q3 20255630
Q4 20255346
Q1 20265145
Q2 20266634

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ3 25 calls: $6.8mQ3 25 puts: $1.5mQ3 25P/C 0.22Q4 25 calls: $4.4mQ4 25 puts: $1.3mQ4 25P/C 0.29Q1 26 calls: $1.3mQ1 26 puts: $607.8kQ1 26P/C 0.47Q2 26 calls: $2.5mQ2 26 puts: $3.7mQ2 26P/C 1.45
Numbers
QuarterCallsPutsP/C
Q3 2025$6.8m$1.5m0.22
Q4 2025$4.4m$1.3m0.29
Q1 2026$1.3m$607.8k0.47
Q2 2026$2.5m$3.7m1.45

Biggest buyers

Arini Capital Management Ltd Added +1,534,687+1.5m
AQR CAPITAL MANAGEMENT LLC Added +139,121+139.1k
BlackRock, Inc. Added +135,214+135.2k
Invesco Ltd. Added +52,555+52.6k
BNP PARIBAS ASSET MANAGEMENT Holding S.A. New +41,683+41.7k
SCOGGIN MANAGEMENT LP Added +36,477+36.5k
GEODE CAPITAL MANAGEMENT, LLC Added +35,310+35.3k
Allianz Asset Management GmbH Added +24,706+24.7k
JANE STREET GROUP, LLC New +21,864+21.9k
FAS Wealth Partners, Inc. Added +20,920+20.9k

Biggest sellers

BARCLAYS PLC Reduced -230,225-230.2k
CASPIAN CAPITAL LP Reduced -175,424-175.4k
MORGAN STANLEY Reduced -75,595-75.6k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -65,082-65.1k
MARSHALL WACE, LLP Reduced -57,436-57.4k
Point72 Asset Management, L.P. Reduced -50,444-50.4k
XTX Topco Ltd Sold out -49,332-49.3k
Third Point LLC Sold out -44,000-44.0k
JACOBS LEVY EQUITY MANAGEMENT, INC Sold out -39,602-39.6k
Nuveen, LLC Sold out -34,068-34.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.5m43.4k shares
IMC-Chicago, LLC Added $484.4k14.2k shares
CITADEL ADVISORS LLC Reduced $358.2k10.5k shares
JANE STREET GROUP, LLC New $204.7k6.0k shares
WOLVERINE ASSET MANAGEMENT LLC Unchanged $6.8k200 shares
GROUP ONE TRADING LLC Reduced $3.4k100 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $2.2m65.5k shares
CITADEL ADVISORS LLC Reduced $399.1k11.7k shares
WOLVERINE ASSET MANAGEMENT LLC Added $385.4k11.3k shares
JANE STREET GROUP, LLC Reduced $272.9k8.0k shares
IMC-Chicago, LLC New $262.6k7.7k shares
SIMPLEX TRADING, LLC Added $116.0k3.4k shares
GROUP ONE TRADING LLC Reduced $3.4k100 shares

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
Hellman & Friedman Investors VIII, L.P. 13D · may seek influence filed 2025-11-14
Stated purposeItem 4 of the Schedule 13D is hereby amended and restated as follows: The Reporting Persons acquired the securities reported herein for investment purposes and intend to continue to review their investments in Claritev Corporation (the "Issuer") on an ongoing basis. Except as set forth herein, no Reporting Person currently has any specific plan or proposal to acquire or dispose of the Common Stock of the Issuer or any securities exercisable for or convertible into the Common Stock of the Issuer, but the Reporting Persons, consistent with their investment purpose and with the Amended Investor Rights Agreement (as defined in Item 6 hereof), may, at any time and from time to time, directly or indirectly acquire additional shares of Common Stock or other securities of the Issuer, or dispose o… Full filing
23.5% 3.9m≈ $132.6m 2025-11-14
ARES MANAGEMENT LLC 13G · passive investor +6.0 pts · filed 2025-02-07 11.5% +6.0 pts 1.9m≈ $63.6m 2025-02-07
Arini Captial Management Ltd 13G · passive investor +1.5 pts · filed 2026-02-17 9.1% +1.5 pts 1.5m≈ $51.3m 2026-02-17

Fell to 5% or below in the last year: GIC Private Ltd (0.0%, 2026-10-01)

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
404Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 2 buyingQ1 25: 0 sellingQ1 25Q2 25: 4 buyingQ2 25: 0 sellingQ3 25: 2 buyingQ3 25: 0 sellingQ3 25Q4 25: 4 buyingQ4 25: 0 sellingQ1 26: 4 buyingQ1 26: 0 sellingQ1 26Q2 26: 4 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 3 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$249.6k0——
Q1 20252$276.7k0——
Q2 20254$1.2m0——
Q3 20252$549.2k0——
Q4 20254$676.1k0——
Q1 20264$909.2k0——
Q2 20264$493.4k0——
Q3 20261$249.7k3$919.4k$276.1k
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-21 Garis Douglas Michael EVP&CFO Sold plan 9,025 $30.59 $276.1k9.0k shares -5%
2026-08-28 Dalton Travis Pres., CEO & Executive Chair, director · Spouse's Individual Retirement Account Bought 1,950 $38.48 $75.0k1.9k shares +4%
2026-08-27 Dalton Travis Pres., CEO & Executive Chair, director · Spouse's Individual Retirement Account Bought 4,500 $38.81 $174.6k4.5k shares +10%
2026-08-14 Misencik Tiffani SVP, Chief Growth Officer Sold 8,850 $40.07 $354.6k8.8k shares -7%
2026-08-10 Mintz William B. SVP, Chief Strategy Officer Sold 8,431 $34.24 $288.7k8.4k shares -11%
2026-06-09 Carol Nutter SVP, Chief People Officer Bought 875 $28.41 $24.9k875 shares +2%
2026-05-19 Prince John Michael Director Bought 10,000 $16.00 $160.0k10.0k shares +46%
2026-05-18 Dalton Travis Pres., CEO & Executive Chair, director · Spouse's Individual Retirement Account Bought 20,920 $12.36 $258.6k20.9k shares +84%
2026-05-18 Kim Michael EVP, Chief Digital Officer Bought 3,000 $16.65 $49.9k3.0k shares +2%

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 H&F Corporate Investors VIII, Ltd. 100.00% of their portfolio San Francisco, CA 3,887,8583.9m $132.6m $132.6m 100.00% Unchanged
2 Arini Capital Management Ltd 7.18% of their portfolio LONDON, X0 3,069,3743.1m $104.7m $104.7m 7.18% Added +1.5m +1,534,687
3 ARES MANAGEMENT LLC 2.77% of their portfolio LOS ANGELES, CA 1,863,1051.9m $63.6m $63.6m 2.77% Unchanged
4 PUBLIC INVESTMENT FUND 0.12% of their portfolio AL AQIQ DISTRICT, RIYADH, T0 1,281,2501.3m $43.7m $43.7m 0.12% Unchanged
5 Beach Point Capital Management LP 10.25% of their portfolio Santa Monica, CA 770,612770.6k $26.3m $26.3m 10.25% Reduced -24.7k -24,734
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 723,217723.2k $24.7m $24.7m 0.00% Added +135.2k +135,214
7 CPV Partners, LLC 6.16% of their portfolio STAMFORD, CT 495,258495.3k $16.9m $16.9m 6.16% Unchanged
8 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 423,039423.0k $14.4m $14.4m 0.00% Reduced -7.0k -7,029
9 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 353,904353.9k $12.1m $12.1m 0.01% Added +160 +160
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 225,151225.2k $7.7m $7.7m 0.00% Added +35.3k +35,310
11 CASPIAN CAPITAL LP 3.50% of their portfolio New York, NY 180,826180.8k $6.2m $6.2m 3.50% Reduced -175.4k -175,424
12 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 174,011174.0k $5.9m $5.9m 0.00% Added +139.1k +139,121
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 170,395170.4k $5.8m $5.8m 0.00% Added +14.8k +14,774
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 167,006167.0k $5.7m $5.7m 0.00% Reduced -65.1k -65,082
15 RBF Capital, LLC 0.19% of their portfolio RENO, NV 135,314135.3k $4.6m $4.6m 0.19% Unchanged
16 NOMURA HOLDINGS INC 0.02% of their portfolio TOKYO, M0 131,760131.8k $4.5m $4.5m 0.02% Added +5.6k +5,644
17 SCOGGIN MANAGEMENT LP 1.01% of their portfolio NEW YORK, NY 125,000125.0k $4.3m $4.3m 1.01% Added +36.5k +36,477
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 93,71493.7k $3.2m $3.2m 0.00% Reduced -4.1k -4,081
19 OAK HILL ADVISORS LP 0.45% of their portfolio New York, NY 91,77391.8k $3.1m $3.1m 0.45% Unchanged
20 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 91,77391.8k $3.1m $3.1m 0.00% Added +24.7k +24,706
21 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 80,98681.0k $2.8m $2.8m 0.00% Added +9.3k +9,333
22 Aperture Investors, LLC 0.29% of their portfolio New York, NY 80,72080.7k $2.8m $2.8m 0.29% Unchanged
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 75,16275.2k $2.6m $2.6m 0.00% Added +52.6k +52,555
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 73,06273.1k $2.5m $2.5m 0.00% Added +6.8k +6,824
25 FAS Wealth Partners, Inc. 0.12% of their portfolio LEAWOOD, KS 67,39767.4k $2.3m $2.3m 0.12% Added +20.9k +20,920
26 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 56,85456.9k $1.9m $1.9m 0.00% Added +767 +767
27 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 46,01546.0k $1.6m $1.6m 0.00% Reduced -5.9k -5,900
28 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio Paris, I0 41,68341.7k $1.4m $1.4m 0.00% New
29 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 39,00039.0k $1.3m $1.3m 0.00% Reduced -50.4k -50,444
30 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 32,92732.9k $1.1m $1.1m 0.00% Reduced -1.5k -1,476
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,34032.3k $1.1m $1.1m 0.00% Added +3.6k +3,568
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 27,02427.0k $921.8k $921.8k 0.00% Added +11.6k +11,577
33 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 26,75026.8k $912.4k $912.4k 0.00% Added +8.6k +8,639
34 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,86421.9k $745.8k $745.8k 0.00% New
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 21,46021.5k $732.0k $732.0k 0.00% Reduced -75.6k -75,595
36 ARISTEIA CAPITAL, L.L.C. 0.01% of their portfolio GREENWICH, CT 19,61719.6k $669.1k $669.1k 0.01% New
37 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,02915.0k $512.6k $512.6k 0.00% New
38 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 13,92913.9k $476.0k $476.0k 0.00% New
39 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 13,53313.5k $461.6k $461.6k 0.00% Reduced -57.4k -57,436
40 CastleKnight Management LP 0.02% of their portfolio New York, NY 13,00013.0k $443.4k $443.4k 0.02% Unchanged
41 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 12,65912.7k $432.0k $432.0k 0.03% Reduced -1.6k -1,632
42 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 12,03912.0k $410.6k $410.6k 0.00% Added +2.1k +2,119
43 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 11,55811.6k $394.2k $394.2k 0.00% Reduced -230.2k -230,225
44 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 11,20011.2k $183.0k $183.0k 0.00% Added +3.7k +3,700
45 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 10,65010.7k $363.3k $363.3k 0.00% New
46 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 9,9369.9k $338.9k $338.9k 0.00% Reduced -9.4k -9,424
47 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 9,5899.6k $327.1k $327.1k 0.00% Added +4.3k +4,317
48 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,5809.6k $326.8k $326.8k 0.00% New
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,3358.3k $284.3k $284.3k 0.00% Added +5.0k +4,992
50 Centiva Capital, LP 0.01% of their portfolio New York, NY 8,0598.1k $274.9k $274.9k 0.01% Reduced -10.3k -10,300
51 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 7,8247.8k $266.9k $266.9k 0.00% New
52 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 7,1697.2k $244.5k $244.5k 0.00% New
53 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 6,7776.8k $231.2k $231.2k 0.00% New
54 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 5,2115.2k $177.7k $177.7k 0.00% Unchanged
55 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,4854.5k $153.0k $153.0k 0.00% Added +171 +171
56 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,2404.2k $143.4k $143.4k 0.00% Added +499 +499
57 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,0004.0k $136.4k $136.4k 0.00% Added +1.5k +1,500
58 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,5883.6k $122.4k $122.4k 0.00% Added +1.6k +1,630
59 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,3293.3k $113.6k $113.6k 0.00% Added +1.5k +1,470
60 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 2,6572.7k $90.6k $90.6k 0.00% Reduced -6.7k -6,725
61 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,6342.6k $89.8k $89.8k 0.00% Unchanged
62 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,5502.5k $87.0k $87.0k 0.00% Added +1.9k +1,893
63 FMR LLC 0.00% of their portfolio BOSTON, MA 2,5092.5k $85.6k $85.6k 0.00% Reduced -287 -287
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,9962.0k $68.0k $68.0k 0.00% Added +2.0k +1,986
65 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 1,5611.6k $53.2k $53.2k 0.00% Added +1.6k +1,555
66 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,2871.3k $43.9k $43.9k 0.00% New
67 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,2731.3k $43.4k $43.4k 0.00% New
68 Legal & General Group Plc 0.00% of their portfolio London, X0 945945 $32.2k $32.2k 0.00% Added +239 +239
69 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 884884 $30.2k $30.2k 0.00% Added +242 +242
70 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 861861 $29.4k $29.4k 0.00% First filing
71 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 800800 $27.3k $27.3k 0.00% New
72 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 540540 $18.4k $18.4k 0.00% Reduced -1.8k -1,785
73 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 475475 $16.2k $16.2k 0.00% Reduced -9.8k -9,750
74 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 458458 $15.6k $15.6k 0.00% Reduced -610 -610
75 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 444444 $15.1k $15.1k 0.00% Added +364 +364
76 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 419419 $14.3k $14.3k 0.00% Added +18 +18
77 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 362362 $12.3k $12.3k 0.00% Added +50 +50
78 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 277277 $9.4k $9.4k 0.00% Added +198 +198
79 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 275275 $9.4k $9.4k 0.00% Added +25 +25
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 184184 $6.3k $6.3k 0.00% Added +99 +99
81 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 175175 $6.0k $6.0k 0.00% Added +159 +159
82 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 156156 $5.3k $5.3k 0.00% Added +104 +104
83 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 140140 $4.8k $4.8k 0.00% Unchanged
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 129129 $4.4k $4.4k 0.00% Reduced -361 -361
85 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 101101 $3.4k $3.4k 0.00% New
86 Quarry LP 0.00% of their portfolio NEW YORK, NY 4747 $1.6k $1.6k 0.00% New
87 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 4040 $1.4k $1.4k 0.00% Added +33 +33
88 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3838 $1.3k $1.3k 0.00% Added +31 +31
89 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 3838 $1.3k $1.3k 0.00% New
90 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 3535 $1.2k $1.2k 0.00% New
91 Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio SIOUX FALLS, SD 3030 $1.0k $1.0k 0.00% New
92 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 2727 $920 $920 0.00% New
93 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 2626 $887 $887 0.00% Added +25 +25
94 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2424 $819 $819 0.00% Added +5 +5
95 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 2323 $785 $785 0.00% Added +22 +22
96 Cornerstone Financial Management LLC 0.00% of their portfolio BURLINGTON, MA 1414 $478 $478 0.00% Unchanged
97 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1010 $341 $341 0.00% Unchanged
98 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 55 $171 $171 0.00% Unchanged
99 JPL Wealth Management, LLC 0.00% of their portfolio GREENWOOD VILLAGE, CO 55 $171 $171 0.00% New
100 Investors Portfolio Services LLC 0.00% of their portfolio PUYALLUP, WA 44 $136 $136 0.00% New