iShares iBonds Dec 2032 Term Treasury ETF(IBTM)

$22.25—Stale · unknown old

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iShares iBonds Dec 2032 Term Treasury ETF(IBTM)

NASDAQ • Last print unknown ago

$22.25—Stale · unknown old

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IBTM(IBTM)

IBTM

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 136 Institutional Holders

Holder	Shares	Date	Change	% Held
Krilogy Financial LLC	2.62M	Jun 30, 26	+169.86K	10.72%
UBS Group AG	976.16K	Jun 30, 26	-19.55K	4.00%
MORGAN STANLEY	885.35K	Jun 30, 26	+36.37K	3.63%
CONFLUENCE INVESTMENT MANAGEMENT LLC	735.85K	Jun 30, 26	-68.25K	3.01%
RAYMOND JAMES FINANCIAL INC	532.80K	Jun 30, 26	+5.58K	2.18%
D.A. DAVIDSON & CO.	463.11K	Jun 30, 26	+41.33K	1.90%
TRUIST FINANCIAL CORP	449.65K	Jun 30, 26	+75.97K	1.84%
TITLEIST ASSET MANAGEMENT, LLC	439.39K	Jun 30, 26	+347.73K	1.80%
Probity Advisors, Inc.	434.42K	Jun 30, 26	+115.48K	1.78%
ENVESTNET ASSET MANAGEMENT INC	394.28K	Jun 30, 26	+41.46K	1.61%
Legacy Private Trust Co.	376.16K	Jun 30, 26	+36.08K	1.54%
Snowden Capital Advisors LLC	374.41K	Jun 30, 26	+5.22K	1.53%
WELLS FARGO & COMPANY/MN	362.73K	Jun 30, 26	+11.66K	1.49%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	345.78K	Jun 30, 26	+41.37K	1.42%
AMERIPRISE FINANCIAL INC	328.09K	Jun 30, 26	+45.33K	1.34%
Janney Montgomery Scott LLC	312.53K	Jun 30, 26	-238.88K	1.28%
HighTower Advisors, LLC	300.78K	Jun 30, 26	+20.84K	1.23%
Atlantic Private Wealth, LLC	293.99K	Jun 30, 26	+59.36K	1.20%
MERCER GLOBAL ADVISORS INC /ADV	220.62K	Jun 30, 26	+21.55K	0.90%
Asset Dedication, LLC	220.16K	Jun 30, 26	+31.14K	0.90%
Stockman Wealth Management, Inc.	218.59K	Jun 30, 26	+17.97K	0.90%
Yoder Wealth Management, Inc.	216.81K	Jun 30, 26	+61.48K	0.89%
BANK OF AMERICA CORP /DE/	203.43K	Jun 30, 26	+15.45K	0.83%
ROYAL BANK OF CANADA	183.32K	Jun 30, 26	+38.05K	0.75%
Accretive Wealth Partners, LLC	182.88K	Jun 30, 26	+35.12K	0.75%
PARK AVENUE SECURITIES LLC	177.91K	Jun 30, 26	+10.20K	0.73%
Parallel Advisors, LLC	177.59K	Jun 30, 26	+14.71K	0.73%
LPL Financial LLC	169.36K	Jun 30, 26	-13.40K	0.69%
JAMES INVESTMENT RESEARCH INC	164.19K	Jun 30, 26	+8.39K	0.67%
NewEdge Advisors, LLC	157.95K	Jun 30, 26	-2.16K	0.65%
Cambridge Investment Research Advisors, Inc.	156.40K	Jun 30, 26	+30.53K	0.64%
THOROUGHBRED FINANCIAL SERVICES, LLC	125.11K	Jun 30, 26	+16.51K	0.51%
GOLDMAN SACHS GROUP INC	121.45K	Jun 30, 26	+37.91K	0.50%
STIFEL FINANCIAL CORP	119.25K	Jun 30, 26	-8.96K	0.49%
CENTRAL TRUST Co	118.22K	Jun 30, 26	+11.72K	0.48%
BOSTON FAMILY OFFICE LLC	81.79K	Jun 30, 26	+7.11K	0.33%
Cetera Investment Advisers	66.53K	Jun 30, 26	-11.96K	0.27%
Private Advisor Group, LLC	54.95K	Jun 30, 26	+5.57K	0.22%
Cushing Capital Partners, LLC	53.93K	Jun 30, 26	+6.81K	0.22%
IFP Advisors, Inc	53.02K	Jun 30, 26	+6.90K	0.22%
Visionary Wealth Advisors	52.95K	Jun 30, 26	+7.25K	0.22%
VERUS CAPITAL PARTNERS, LLC	49.45K	Jun 30, 26	+2.80K	0.20%
FIRST NATIONAL BANK OF OMAHA	47.92K	Jun 30, 26	-2.50K	0.20%
Integrated Wealth Concepts LLC	46.84K	Jun 30, 26	+16.18K	0.19%
Reliant Wealth Planning	40.75K	Jun 30, 26	--	0.17%
COMMONWEALTH EQUITY SERVICES, LLC	35.97K	Jun 30, 26	+22	0.15%
BENJAMIN EDWARDS INC	31.92K	Jun 30, 26	+978	0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	30.15K	Jun 30, 26	+7.68K	0.12%
CAPTRUST FINANCIAL ADVISORS	29.54K	Jun 30, 26	+17	0.12%
L2 Asset Management, LLC	29.15K	Jun 30, 26	+1.29K	0.12%
Financial Engines Advisors L.L.C.	27.23K	Jun 30, 26	+568	0.11%
LEAVELL INVESTMENT MANAGEMENT, INC.	26.98K	Jun 30, 26	+3.12K	0.11%
Kestra Advisory Services, LLC	26.74K	Jun 30, 26	--	0.11%
4WEALTH ADVISORS, INC.	26.39K	Jun 30, 26	+2.06K	0.11%
AQR CAPITAL MANAGEMENT LLC	26.23K	Jun 30, 26	+7.28K	0.11%
Modern Wealth Management, LLC	23.98K	Jun 30, 26	+23.98K	0.10%
JANE STREET GROUP, LLC	23.19K	Jun 30, 26	-29.18K	0.09%
MML INVESTORS SERVICES, LLC	22.69K	Jun 30, 26	+3.91K	0.09%
ASSOCIATED BANC-CORP	22.67K	Jun 30, 26	-1.27K	0.09%
HEADINVEST, LLC	20.60K	Jun 30, 26	-177	0.08%
MOULTON WEALTH MANAGEMENT, INC	20.40K	Jun 30, 26	+8.51K	0.08%
Jacobi Capital Management LLC	17.57K	Jun 30, 26	+118	0.07%
Belpointe Asset Management LLC	16.70K	Jun 30, 26	+16.70K	0.07%
ADVISOR GROUP HOLDINGS, INC.	16.39K	Jun 30, 26	+2.79K	0.07%
Kestra Investment Management, LLC	15.82K	Jun 30, 26	+848	0.06%
Brookstone Capital Management	15.48K	Jun 30, 26	+49	0.06%
Hyposwiss Advisors SA	15.19K	Jun 30, 26	--	0.06%
Guidance Point Advisors, LLC	15.12K	Jun 30, 26	+506	0.06%
Single Point Partners, LLC	14.59K	Jun 30, 26	+14.59K	0.06%
CARY STREET PARTNERS FINANCIAL LLC	14.21K	Jun 30, 26	-405	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.10K	Jun 30, 26	-266	0.06%
Greater Midwest Financial Group, LLC	13.48K	Jun 30, 26	--	0.06%
Vestmark Advisory Solutions, Inc.	11.93K	Jun 30, 26	+11.93K	0.05%
Great Diamond Partners, LLC	11.85K	Jun 30, 26	+11.85K	0.05%
Lido Advisors, LLC	11.72K	Jun 30, 26	+1.70K	0.05%
Strait & Sound Wealth Management LLC	11.70K	Jun 30, 26	+2.15K	0.05%
Compass Ion Advisors, LLC	11.20K	Jun 30, 26	--	0.05%
SIGNATUREFD, LLC	11.01K	Jun 30, 26	+2.20K	0.05%
JIM SAULNIER & ASSOCIATES, LLC	10.92K	Jun 30, 26	+1.31K	0.04%
Old Mission Investment Co LLC	10.48K	Jun 30, 26	+10.48K	0.04%
MONECO Advisors, LLC	10.22K	Jun 30, 26	+10.22K	0.04%
Gladstone Institutional Advisory LLC	10.13K	Jun 30, 26	-1.34K	0.04%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10.07K	Jun 30, 26	--	0.04%
COLDSTREAM CAPITAL MANAGEMENT INC	9.15K	Jun 30, 26	-997	0.04%
Physician Wealth Advisors, Inc.	8.08K	Jun 30, 26	+3.61K	0.03%
Atlantic Union Bankshares Corp	6.73K	Jun 30, 26	--	0.03%
JPL Wealth Management, LLC	6.65K	Jun 30, 26	--	0.03%
MATHER GROUP, LLC.	3.79K	Jun 30, 26	+3.79K	0.02%
FIDUCIARY FINANCIAL ADVISORS	3.69K	Jun 30, 26	+3.69K	0.02%
CNB Bank	3.60K	Jun 30, 26	+173	0.01%
FIFTH THIRD BANCORP	2.78K	Jun 30, 26	+5	0.01%
FMR LLC	2.75K	Jun 30, 26	+2.75K	0.01%
US BANCORP \DE\	2.63K	Jun 30, 26	+890	0.01%
Clearstead Trust, LLC	1.95K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	1.93K	Jun 30, 26	+151	0.01%
Bogart Wealth, LLC	1.77K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.30K	Jun 30, 26	--	0.01%
Crews Bank & Trust	1.10K	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	900	Jun 30, 26	--	0.00%
Bank of New Hampshire	800	Jun 30, 26	--	0.00%
First PREMIER Bank	667	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	609	Jun 30, 26	+609	0.00%
BANK OF MONTREAL /CAN/	555	Jun 30, 26	+555	0.00%
NBH Bank	249	Jun 30, 26	+249	0.00%
Parkside Financial Bank & Trust	202	Jun 30, 26	--	0.00%
HRT FINANCIAL LP	--	Jun 30, 26	-8.83K	--
Keeler THomas Management LLC	--	Jun 30, 26	-12.76K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-192.88K	--
MBA Advisors LLC	--	Jun 30, 26	-12.03K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.51K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-616	--
Noble Wealth Management PBC	--	Jun 30, 26	-1.50K	--
Root Financial Partners, LLC	--	Jun 30, 26	-299	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-83.12K	--
Allworth Financial LP	--	Jun 30, 26	-907	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-173	--
Sanctuary Advisors, LLC	--	Jun 30, 26	-96.82K	--
STAR Financial Bank	--	Jun 30, 26	-9.00K	--
Parcion Private Wealth LLC	--	Jun 30, 26	-893.91K	--
EVEXIA WEALTH LLC	--	Jun 30, 26	-28.26K	--
Clayton Financial Group LLC	--	Jun 30, 26	-5.76K	--
HARMONY ASSET MANAGEMENT LLC	--	Jun 30, 26	-38.53K	--
CWM, LLC	53.03K	Mar 31, 26	+781	0.22%
Leo Wealth, LLC	17.23K	Mar 31, 26	+96	0.07%
Jaffetilchin Investment Partners, LLC	12.05K	Mar 31, 26	+74	0.05%
McIlrath & Eck, LLC	3.16K	Mar 31, 26	+3.16K	0.01%
Cherry Tree Wealth Management, LLC	2.37K	Mar 31, 26	--	0.01%
Bank of Jackson Hole Trust	249	Mar 31, 26	--	0.00%
COMERICA BANK	1.38K	Dec 31, 25	-815	0.01%
COUNTRY CLUB BANK /GFN	73.78K	Sep 30, 25	-2.51K	0.30%
AllSquare Wealth Management LLC	15.67K	Sep 30, 25	+1.21K	0.06%
Spectrum Wealth Counsel, LLC	2.18K	Mar 31, 25	--	0.01%
RAYMOND JAMES & ASSOCIATES	371.19K	Sep 30, 24	+20.94K	1.52%
FinTrust Capital Advisors, LLC	4.65K	Sep 30, 24	--	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	84	Jun 30, 24	+84	0.00%
First National Bank of South Miami	--	Jun 30, 23	-517	--

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Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Krilogy Financial LLC

2.62M

Jun 30, 26

+169.86K

10.72%

UBS Group AG

976.16K

Jun 30, 26

-19.55K

4.00%

MORGAN STANLEY

885.35K

Jun 30, 26

+36.37K

3.63%

CONFLUENCE INVESTMENT MANAGEMENT LLC

735.85K

Jun 30, 26

-68.25K

3.01%

RAYMOND JAMES FINANCIAL INC

532.80K

Jun 30, 26

+5.58K

2.18%

D.A. DAVIDSON & CO.

463.11K

Jun 30, 26

+41.33K

1.90%

TRUIST FINANCIAL CORP

449.65K

Jun 30, 26

+75.97K

1.84%

TITLEIST ASSET MANAGEMENT, LLC

439.39K

Jun 30, 26

+347.73K

1.80%

Probity Advisors, Inc.

434.42K

Jun 30, 26

+115.48K

1.78%

ENVESTNET ASSET MANAGEMENT INC

394.28K

Jun 30, 26

+41.46K

1.61%

Legacy Private Trust Co.

376.16K

Jun 30, 26

+36.08K

1.54%

Snowden Capital Advisors LLC

374.41K

Jun 30, 26

+5.22K

1.53%

WELLS FARGO & COMPANY/MN

362.73K

Jun 30, 26

+11.66K

1.49%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

345.78K

Jun 30, 26

+41.37K

1.42%

AMERIPRISE FINANCIAL INC

328.09K

Jun 30, 26

+45.33K

1.34%

Janney Montgomery Scott LLC

312.53K

Jun 30, 26

-238.88K

1.28%

HighTower Advisors, LLC

300.78K

Jun 30, 26

+20.84K

1.23%

Atlantic Private Wealth, LLC

293.99K

Jun 30, 26

+59.36K

1.20%

MERCER GLOBAL ADVISORS INC /ADV

220.62K

Jun 30, 26

+21.55K

0.90%

Asset Dedication, LLC

220.16K

Jun 30, 26

+31.14K

0.90%

Stockman Wealth Management, Inc.

218.59K

Jun 30, 26

+17.97K

0.90%

Yoder Wealth Management, Inc.

216.81K

Jun 30, 26

+61.48K

0.89%

BANK OF AMERICA CORP /DE/

203.43K

Jun 30, 26

+15.45K

0.83%

ROYAL BANK OF CANADA

183.32K

Jun 30, 26

+38.05K

0.75%

Accretive Wealth Partners, LLC

182.88K

Jun 30, 26

+35.12K

0.75%

PARK AVENUE SECURITIES LLC

177.91K

Jun 30, 26

+10.20K

0.73%

Parallel Advisors, LLC

177.59K

Jun 30, 26

+14.71K

0.73%

LPL Financial LLC

169.36K

Jun 30, 26

-13.40K

0.69%

JAMES INVESTMENT RESEARCH INC

164.19K

Jun 30, 26

+8.39K

0.67%

NewEdge Advisors, LLC

157.95K

Jun 30, 26

-2.16K

0.65%

Cambridge Investment Research Advisors, Inc.

156.40K

Jun 30, 26

+30.53K

0.64%

THOROUGHBRED FINANCIAL SERVICES, LLC

125.11K

Jun 30, 26

+16.51K

0.51%

GOLDMAN SACHS GROUP INC

121.45K

Jun 30, 26

+37.91K

0.50%

STIFEL FINANCIAL CORP

119.25K

Jun 30, 26

-8.96K

0.49%

CENTRAL TRUST Co

118.22K

Jun 30, 26

+11.72K

0.48%

BOSTON FAMILY OFFICE LLC

81.79K

Jun 30, 26

+7.11K

0.33%

Cetera Investment Advisers

66.53K

Jun 30, 26

-11.96K

0.27%

Private Advisor Group, LLC

54.95K

Jun 30, 26

+5.57K

0.22%

Cushing Capital Partners, LLC

53.93K

Jun 30, 26

+6.81K

0.22%

IFP Advisors, Inc

53.02K

Jun 30, 26

+6.90K

0.22%

Visionary Wealth Advisors

52.95K

Jun 30, 26

+7.25K

0.22%

VERUS CAPITAL PARTNERS, LLC

49.45K

Jun 30, 26

+2.80K

0.20%

FIRST NATIONAL BANK OF OMAHA

47.92K

Jun 30, 26

-2.50K

0.20%

Integrated Wealth Concepts LLC

46.84K

Jun 30, 26

+16.18K

0.19%

Reliant Wealth Planning

40.75K

Jun 30, 26

0.17%

COMMONWEALTH EQUITY SERVICES, LLC

35.97K

Jun 30, 26

+22

0.15%

BENJAMIN EDWARDS INC

31.92K

Jun 30, 26

+978

0.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

30.15K

Jun 30, 26

+7.68K

0.12%

CAPTRUST FINANCIAL ADVISORS

29.54K

Jun 30, 26

+17

0.12%

L2 Asset Management, LLC

29.15K

Jun 30, 26

+1.29K

0.12%

Financial Engines Advisors L.L.C.

27.23K

Jun 30, 26

+568

0.11%

LEAVELL INVESTMENT MANAGEMENT, INC.

26.98K

Jun 30, 26

+3.12K

0.11%

Kestra Advisory Services, LLC

26.74K

Jun 30, 26

0.11%

4WEALTH ADVISORS, INC.

26.39K

Jun 30, 26

+2.06K

0.11%

AQR CAPITAL MANAGEMENT LLC

26.23K

Jun 30, 26

+7.28K

0.11%

Modern Wealth Management, LLC

23.98K

Jun 30, 26

+23.98K

0.10%

JANE STREET GROUP, LLC

23.19K

Jun 30, 26

-29.18K

0.09%

MML INVESTORS SERVICES, LLC

22.69K

Jun 30, 26

+3.91K

0.09%

ASSOCIATED BANC-CORP

22.67K

Jun 30, 26

-1.27K

0.09%

HEADINVEST, LLC

20.60K

Jun 30, 26

-177

0.08%

MOULTON WEALTH MANAGEMENT, INC

20.40K

Jun 30, 26

+8.51K

0.08%

Jacobi Capital Management LLC

17.57K

Jun 30, 26

+118

0.07%

Belpointe Asset Management LLC

16.70K

Jun 30, 26

+16.70K

0.07%

ADVISOR GROUP HOLDINGS, INC.

16.39K

Jun 30, 26

+2.79K

0.07%

Kestra Investment Management, LLC

15.82K

Jun 30, 26

+848

0.06%

Brookstone Capital Management

15.48K

Jun 30, 26

+49

0.06%

Hyposwiss Advisors SA

15.19K

Jun 30, 26

0.06%

Guidance Point Advisors, LLC

15.12K

Jun 30, 26

+506

0.06%

Single Point Partners, LLC

14.59K

Jun 30, 26

+14.59K

0.06%

CARY STREET PARTNERS FINANCIAL LLC

14.21K

Jun 30, 26

-405

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.10K

Jun 30, 26

-266

0.06%

Greater Midwest Financial Group, LLC

13.48K

Jun 30, 26

0.06%

Vestmark Advisory Solutions, Inc.

11.93K

Jun 30, 26

+11.93K

0.05%

Great Diamond Partners, LLC

11.85K

Jun 30, 26

+11.85K

0.05%

Lido Advisors, LLC

11.72K

Jun 30, 26

+1.70K

0.05%

Strait & Sound Wealth Management LLC

11.70K

Jun 30, 26

+2.15K

0.05%

Compass Ion Advisors, LLC

11.20K

Jun 30, 26

0.05%

SIGNATUREFD, LLC

11.01K

Jun 30, 26

+2.20K

0.05%

JIM SAULNIER & ASSOCIATES, LLC

10.92K

Jun 30, 26

+1.31K

0.04%

Old Mission Investment Co LLC

10.48K

Jun 30, 26

+10.48K

0.04%

MONECO Advisors, LLC

10.22K

Jun 30, 26

+10.22K

0.04%

Gladstone Institutional Advisory LLC

10.13K

Jun 30, 26

-1.34K

0.04%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

10.07K

Jun 30, 26

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

9.15K

Jun 30, 26

-997

0.04%

Physician Wealth Advisors, Inc.

8.08K

Jun 30, 26

+3.61K

0.03%

Atlantic Union Bankshares Corp

6.73K

Jun 30, 26

0.03%

JPL Wealth Management, LLC

6.65K

Jun 30, 26

0.03%

MATHER GROUP, LLC.

3.79K

Jun 30, 26

+3.79K

0.02%

FIDUCIARY FINANCIAL ADVISORS

3.69K

Jun 30, 26

+3.69K

0.02%

CNB Bank

3.60K

Jun 30, 26

+173

0.01%

FIFTH THIRD BANCORP

2.78K

Jun 30, 26

0.01%

FMR LLC

2.75K

Jun 30, 26

+2.75K

0.01%

US BANCORP \DE\

2.63K

Jun 30, 26

+890

0.01%

Clearstead Trust, LLC

1.95K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.93K

Jun 30, 26

+151

0.01%

Bogart Wealth, LLC

1.77K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.30K

Jun 30, 26

0.01%

Crews Bank & Trust

1.10K

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

900

Jun 30, 26

0.00%

Bank of New Hampshire

800

Jun 30, 26

0.00%

First PREMIER Bank

667

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

609

Jun 30, 26

+609

0.00%

BANK OF MONTREAL /CAN/

555

Jun 30, 26

+555

0.00%

NBH Bank

249

Jun 30, 26

+249

0.00%

Parkside Financial Bank & Trust

202

Jun 30, 26

0.00%

HRT FINANCIAL LP

Jun 30, 26

-8.83K

Keeler THomas Management LLC

Jun 30, 26

-12.76K

CITADEL ADVISORS LLC

Jun 30, 26

-192.88K

MBA Advisors LLC

Jun 30, 26

-12.03K

Advisory Services Network, LLC

Jun 30, 26

-1.51K

Intentional Wealth Strategies, LLC

Jun 30, 26

-616

Noble Wealth Management PBC

Jun 30, 26

-1.50K

Root Financial Partners, LLC

Jun 30, 26

-299

Tower Research Capital LLC (TRC)

Jun 30, 26

-83.12K

Allworth Financial LP

Jun 30, 26

-907

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-173

Sanctuary Advisors, LLC

Jun 30, 26

-96.82K

STAR Financial Bank

Jun 30, 26

-9.00K

Parcion Private Wealth LLC

Jun 30, 26

-893.91K

EVEXIA WEALTH LLC

Jun 30, 26

-28.26K

Clayton Financial Group LLC

Jun 30, 26

-5.76K

HARMONY ASSET MANAGEMENT LLC

Jun 30, 26

-38.53K

CWM, LLC

53.03K

Mar 31, 26

+781

0.22%

Leo Wealth, LLC

17.23K

Mar 31, 26

+96

0.07%

Jaffetilchin Investment Partners, LLC

12.05K

Mar 31, 26

+74

0.05%

McIlrath & Eck, LLC

3.16K

Mar 31, 26

+3.16K

0.01%

Cherry Tree Wealth Management, LLC

2.37K

Mar 31, 26

0.01%

Bank of Jackson Hole Trust

249

Mar 31, 26

0.00%

COMERICA BANK

1.38K

Dec 31, 25

-815

0.01%

COUNTRY CLUB BANK /GFN

73.78K

Sep 30, 25

-2.51K

0.30%

AllSquare Wealth Management LLC

15.67K

Sep 30, 25

+1.21K

0.06%

Spectrum Wealth Counsel, LLC

2.18K

Mar 31, 25

0.01%

RAYMOND JAMES & ASSOCIATES

371.19K

Sep 30, 24

+20.94K

1.52%

FinTrust Capital Advisors, LLC

4.65K

Sep 30, 24

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+84

0.00%

First National Bank of South Miami

Jun 30, 23

-517