Trulieve Cannabis Corp.(TCNNF)

$11.88—Stale · unknown old

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Trulieve Cannabis Corp.(TCNNF)

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$11.88—Stale · unknown old

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TCNNF(TCNNF)

TCNNF

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

Institutional Ownership

Top 132 Institutional Holders

Holder	Shares	Date	Change	% Held
AdvisorShares Investments LLC	10.64M	Jun 30, 26	+10.64M	5.53%
NOMURA HOLDINGS INC	5.07M	Jun 30, 26	+5.07M	2.63%
CANTOR FITZGERALD, L. P.	3.75M	Jun 30, 26	+3.75M	1.95%
Marex Group plc	3.25M	Jun 30, 26	+3.25M	1.69%
ING GROEP NV	2.67M	Jun 30, 26	+2.67M	1.39%
OAKMONT Corp	1.51M	Jun 30, 26	+1.51M	0.78%
JANE STREET GROUP, LLC	1.21M	Jun 30, 26	+1.21M	0.63%
PICTON MAHONEY ASSET MANAGEMENT	838.09K	Jun 30, 26	+838.09K	0.44%
Anson Funds Management LP	524.50K	Jun 30, 26	+524.50K	0.27%
iA Global Asset Management Inc.	522.99K	Jun 30, 26	+522.99K	0.27%
Verition Fund Management LLC	500.00K	Jun 30, 26	+500.00K	0.26%
SUVRETTA CAPITAL MANAGEMENT, LLC	356.10K	Jun 30, 26	+356.10K	0.19%
Murchinson Ltd.	355.20K	Jun 30, 26	+355.20K	0.18%
Purpose Unlimited Inc.	342.56K	Jun 30, 26	+342.56K	0.18%
Cresset Asset Management, LLC	284.49K	Jun 30, 26	+284.49K	0.15%
Proficio Capital Partners LLC	201.93K	Jun 30, 26	+201.93K	0.11%
Manatuck Hill Partners, LLC	200.00K	Jun 30, 26	+200.00K	0.10%
NewGen Asset Management Ltd	200.00K	Jun 30, 26	+200.00K	0.10%
HighTower Advisors, LLC	156.49K	Jun 30, 26	+156.49K	0.08%
OLD MISSION CAPITAL LLC	149.39K	Jun 30, 26	+149.39K	0.08%
Virtu Financial LLC	149.02K	Jun 30, 26	+149.02K	0.08%
FORMULA GROWTH LTD	120.00K	Jun 30, 26	+120.00K	0.06%
NANO CAP NEW MILLENNIUM GROWTH FUND L P	120.00K	Jun 30, 26	-25.00K	0.06%
CI Private Wealth, LLC	117.07K	Jun 30, 26	+117.07K	0.06%
BlueChip Wealth Advisors LLC	114.46K	Jun 30, 26	+114.46K	0.06%
Concurrent Investment Advisors, LLC	100.76K	Jun 30, 26	+100.76K	0.05%
BANK OF MONTREAL /CAN/	95.54K	Jun 30, 26	+95.54K	0.05%
JW Asset Management, LLC	83.87K	Jun 30, 26	+83.87K	0.04%
BOOTHBAY FUND MANAGEMENT, LLC	79.76K	Jun 30, 26	+79.76K	0.04%
NORTHERN TRUST CORP	64.79K	Jun 30, 26	+64.79K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	60.93K	Jun 30, 26	+60.93K	0.03%
Mariner, LLC	60.77K	Jun 30, 26	+60.77K	0.03%
RAFFLES ASSOCIATES LP	50.00K	Jun 30, 26	+50.00K	0.03%
Harbor Advisors LLC	42.64K	Jun 30, 26	+42.64K	0.02%
Colony Group, LLC	41.66K	Jun 30, 26	+41.66K	0.02%
ALBERT D MASON INC	39.20K	Jun 30, 26	--	0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)	38.80K	Jun 30, 26	+38.80K	0.02%
EP Wealth Advisors, LLC	38.55K	Jun 30, 26	+38.55K	0.02%
EWA, LLC	30.24K	Jun 30, 26	+30.24K	0.02%
CSS LLC/IL	29.88K	Jun 30, 26	+29.88K	0.02%
MORGAN STANLEY	29.70K	Jun 30, 26	+29.70K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	27.10K	Jun 30, 26	+27.10K	0.01%
Diversify Advisory Services, LLC	27.10K	Jun 30, 26	+27.10K	0.01%
Allegheny Financial Group LTD	26.88K	Jun 30, 26	+26.88K	0.01%
Jain Global LLC	26.80K	Jun 30, 26	+26.80K	0.01%
Lighthouse Investment Partners, LLC	25.89K	Jun 30, 26	+25.89K	0.01%
Kazazian Asset Management, LLC	25.69K	Jun 30, 26	+25.69K	0.01%
BURNEY CO/	25.00K	Jun 30, 26	+25.00K	0.01%
MML INVESTORS SERVICES, LLC	24.90K	Jun 30, 26	+24.90K	0.01%
Cornerstone Wealth Group, LLC	23.28K	Jun 30, 26	+23.28K	0.01%
Wealthspire Advisors, LLC	23.20K	Jun 30, 26	+23.20K	0.01%
CHIRON CAPITAL MANAGEMENT, LLC	22.96K	Jun 30, 26	+22.96K	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	21.24K	Jun 30, 26	+21.24K	0.01%
WIREGRASS INVESTMENT MANAGEMENT LLC	21.09K	Jun 30, 26	+21.09K	0.01%
Annis Gardner Whiting Capital Advisors, LLC	20.46K	Jun 30, 26	+20.46K	0.01%
TORONTO DOMINION BANK	20.00K	Jun 30, 26	+20.00K	0.01%
SFMG, LLC	18.14K	Jun 30, 26	+18.14K	0.01%
Guild Investment Management, Inc.	17.74K	Jun 30, 26	+17.74K	0.01%
Venture Visionary Partners LLC	17.72K	Jun 30, 26	+17.72K	0.01%
SRS Capital Advisors, Inc.	17.02K	Jun 30, 26	+17.02K	0.01%
CENTAURUS FINANCIAL, INC.	16.59K	Jun 30, 26	+16.59K	0.01%
LPL Financial LLC	15.54K	Jun 30, 26	+15.54K	0.01%
Legacy Capital Wealth Partners, LLC	15.37K	Jun 30, 26	+15.37K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.23K	Jun 30, 26	+15.23K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	15.11K	Jun 30, 26	+15.11K	0.01%
ENVESTNET ASSET MANAGEMENT INC	14.97K	Jun 30, 26	+14.97K	0.01%
Northwest & Ethical Investments L.P.	13.38K	Jun 30, 26	+13.38K	0.01%
ADVISOR GROUP HOLDINGS, INC.	13.03K	Jun 30, 26	+13.03K	0.01%
Horst & Graben Wealth Management LLC	12.54K	Jun 30, 26	+12.54K	0.01%
CONNORS INVESTOR SERVICES INC	12.00K	Jun 30, 26	+12.00K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	11.91K	Jun 30, 26	+11.91K	0.01%
Resources Investment Advisors, LLC.	11.78K	Jun 30, 26	+11.78K	0.01%
Creative Planning	11.35K	Jun 30, 26	+11.35K	0.01%
Merit Financial Group, LLC	10.83K	Jun 30, 26	+10.83K	0.01%
Integrated Wealth Concepts LLC	10.74K	Jun 30, 26	+10.74K	0.01%
WINTON GROUP Ltd	10.68K	Jun 30, 26	+10.68K	0.01%
Beacon Pointe Advisors, LLC	10.65K	Jun 30, 26	+10.65K	0.01%
CIBC WORLD MARKET INC.	10.57K	Jun 30, 26	+10.57K	0.01%
Marion Wealth Management	10.00K	Jun 30, 26	+10.00K	0.01%
ROYAL BANK OF CANADA	7.75K	Jun 30, 26	+7.75K	0.00%
NewEdge Advisors, LLC	7.31K	Jun 30, 26	+7.31K	0.00%
CITIGROUP INC	5.53K	Jun 30, 26	+5.53K	0.00%
Ameritas Advisory Services, LLC	5.27K	Jun 30, 26	+5.27K	0.00%
NATIONAL BANK OF CANADA /FI/	4.02K	Jun 30, 26	+4.02K	0.00%
PFS Partners, LLC	4.00K	Jun 30, 26	+4.00K	0.00%
Federation des caisses Desjardins du Quebec	4.00K	Jun 30, 26	+4.00K	0.00%
North Star Investment Management Corp.	2.60K	Jun 30, 26	+2.60K	0.00%
Atlantic Union Bankshares Corp	2.45K	Jun 30, 26	+2.45K	0.00%
BlackRock, Inc.	2.00K	Jun 30, 26	+2.00K	0.00%
TD Waterhouse Canada Inc.	1.92K	Jun 30, 26	+1.92K	0.00%
Larson Financial Group LLC	1.29K	Jun 30, 26	+1.29K	0.00%
HARBOUR INVESTMENTS, INC.	1.18K	Jun 30, 26	+1.18K	0.00%
Battery Global Advisors, LLC	1.11K	Jun 30, 26	+1.11K	0.00%
DHJJ Financial Advisors, Ltd.	790	Jun 30, 26	+790	0.00%
Wilkerson Advisory Group LLC	718	Jun 30, 26	+718	0.00%
JPMORGAN CHASE & CO	675	Jun 30, 26	+675	0.00%
Hurley Capital, LLC	526	Jun 30, 26	--	0.00%
SIMPLEX TRADING, LLC	522	Jun 30, 26	+522	0.00%
Westside Investment Management, Inc.	500	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	500	Jun 30, 26	+500	0.00%
DecisionPoint Financial, LLC	416	Jun 30, 26	+416	0.00%
UBS Group AG	339	Jun 30, 26	+339	0.00%
Signature Resources Capital Management, LLC	292	Jun 30, 26	+292	0.00%
Rockefeller Capital Management L.P.	250	Jun 30, 26	+250	0.00%
Stone House Investment Management, LLC	246	Jun 30, 26	+246	0.00%
SIGNATUREFD, LLC	200	Jun 30, 26	+200	0.00%
Aventus Investment Advisors, Inc.	200	Jun 30, 26	+200	0.00%
HM PAYSON & CO	125	Jun 30, 26	+125	0.00%
HighMark Wealth Management LLC	120	Jun 30, 26	+120	0.00%
Tanglewood Legacy Advisors, LLC	117	Jun 30, 26	+117	0.00%
Medallion Wealth Advisors, LLC	116	Jun 30, 26	+116	0.00%
Cassaday & Co Wealth Management LLC	115	Jun 30, 26	+115	0.00%
St. Johns Investment Management Company, LLC	100	Jun 30, 26	+100	0.00%
Financial Gravity Companies, Inc.	100	Jun 30, 26	+100	0.00%
VISION FINANCIAL MARKETS LLC	100	Jun 30, 26	+100	0.00%
Clean Yield Group	100	Jun 30, 26	+100	0.00%
Allworth Financial LP	77	Jun 30, 26	+77	0.00%
SHP Wealth Management	67	Jun 30, 26	+67	0.00%
Leonteq Securities AG	56	Jun 30, 26	+56	0.00%
Axiom Investment Management LLC	50	Jun 30, 26	+50	0.00%
Sterling Capital Management LLC	36	Jun 30, 26	+36	0.00%
GABLES CAPITAL MANAGEMENT INC.	11	Jun 30, 26	+11	0.00%
HOEY INVESTMENTS, INC	1	Jun 30, 26	+1	0.00%
Ronald Blue Trust, Inc.	1	Jun 30, 26	+1	0.00%
Golden State Equity Partners	--	Jun 30, 26	-75	--
NANO CAP NEW MILLENNIUM GROWTH FUND L P	145.00K	Mar 31, 26	+32.50K	0.08%
Hurley Capital, LLC	526	Mar 31, 26	+526	0.00%
Horrell Capital Management, Inc.	--	Mar 31, 26	-390	--
ORG Partners LLC	75	Dec 31, 25	--	0.00%
CROWLEY WEALTH MANAGEMENT, INC.	70	Sep 30, 25	--	0.00%
GOFEN & GLOSSBERG LLC /IL/	13.42K	Dec 31, 22	--	0.01%
Lenox Wealth Advisors, LLC	--	Mar 31, 22	-311	--

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Holder

Date

Change

% Held

AdvisorShares Investments LLC

10.64M

Jun 30, 26

+10.64M

5.53%

NOMURA HOLDINGS INC

5.07M

Jun 30, 26

+5.07M

2.63%

CANTOR FITZGERALD, L. P.

3.75M

Jun 30, 26

+3.75M

1.95%

Marex Group plc

3.25M

Jun 30, 26

+3.25M

1.69%

ING GROEP NV

2.67M

Jun 30, 26

+2.67M

1.39%

OAKMONT Corp

1.51M

Jun 30, 26

+1.51M

0.78%

JANE STREET GROUP, LLC

1.21M

Jun 30, 26

+1.21M

0.63%

PICTON MAHONEY ASSET MANAGEMENT

838.09K

Jun 30, 26

+838.09K

0.44%

Anson Funds Management LP

524.50K

Jun 30, 26

+524.50K

0.27%

iA Global Asset Management Inc.

522.99K

Jun 30, 26

+522.99K

0.27%

Verition Fund Management LLC

500.00K

Jun 30, 26

+500.00K

0.26%

SUVRETTA CAPITAL MANAGEMENT, LLC

356.10K

Jun 30, 26

+356.10K

0.19%

Murchinson Ltd.

355.20K

Jun 30, 26

+355.20K

0.18%

Purpose Unlimited Inc.

342.56K

Jun 30, 26

+342.56K

0.18%

Cresset Asset Management, LLC

284.49K

Jun 30, 26

+284.49K

0.15%

Proficio Capital Partners LLC

201.93K

Jun 30, 26

+201.93K

0.11%

Manatuck Hill Partners, LLC

200.00K

Jun 30, 26

+200.00K

0.10%

NewGen Asset Management Ltd

200.00K

Jun 30, 26

+200.00K

0.10%

HighTower Advisors, LLC

156.49K

Jun 30, 26

+156.49K

0.08%

OLD MISSION CAPITAL LLC

149.39K

Jun 30, 26

+149.39K

0.08%

Virtu Financial LLC

149.02K

Jun 30, 26

+149.02K

0.08%

FORMULA GROWTH LTD

120.00K

Jun 30, 26

+120.00K

0.06%

NANO CAP NEW MILLENNIUM GROWTH FUND L P

120.00K

Jun 30, 26

-25.00K

0.06%

CI Private Wealth, LLC

117.07K

Jun 30, 26

+117.07K

0.06%

BlueChip Wealth Advisors LLC

114.46K

Jun 30, 26

+114.46K

0.06%

Concurrent Investment Advisors, LLC

100.76K

Jun 30, 26

+100.76K

0.05%

BANK OF MONTREAL /CAN/

95.54K

Jun 30, 26

+95.54K

0.05%

JW Asset Management, LLC

83.87K

Jun 30, 26

+83.87K

0.04%

BOOTHBAY FUND MANAGEMENT, LLC

79.76K

Jun 30, 26

+79.76K

0.04%

NORTHERN TRUST CORP

64.79K

Jun 30, 26

+64.79K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

60.93K

Jun 30, 26

+60.93K

0.03%

Mariner, LLC

60.77K

Jun 30, 26

+60.77K

0.03%

RAFFLES ASSOCIATES LP

50.00K

Jun 30, 26

+50.00K

0.03%

Harbor Advisors LLC

42.64K

Jun 30, 26

+42.64K

0.02%

Colony Group, LLC

41.66K

Jun 30, 26

+41.66K

0.02%

ALBERT D MASON INC

39.20K

Jun 30, 26

0.02%

Zurcher Kantonalbank (Zurich Cantonalbank)

38.80K

Jun 30, 26

+38.80K

0.02%

EP Wealth Advisors, LLC

38.55K

Jun 30, 26

+38.55K

0.02%

EWA, LLC

30.24K

Jun 30, 26

+30.24K

0.02%

CSS LLC/IL

29.88K

Jun 30, 26

+29.88K

0.02%

MORGAN STANLEY

29.70K

Jun 30, 26

+29.70K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

27.10K

Jun 30, 26

+27.10K

0.01%

Diversify Advisory Services, LLC

27.10K

Jun 30, 26

+27.10K

0.01%

Allegheny Financial Group LTD

26.88K

Jun 30, 26

+26.88K

0.01%

Jain Global LLC

26.80K

Jun 30, 26

+26.80K

0.01%

Lighthouse Investment Partners, LLC

25.89K

Jun 30, 26

+25.89K

0.01%

Kazazian Asset Management, LLC

25.69K

Jun 30, 26

+25.69K

0.01%

BURNEY CO/

25.00K

Jun 30, 26

+25.00K

0.01%

MML INVESTORS SERVICES, LLC

24.90K

Jun 30, 26

+24.90K

0.01%

Cornerstone Wealth Group, LLC

23.28K

Jun 30, 26

+23.28K

0.01%

Wealthspire Advisors, LLC

23.20K

Jun 30, 26

+23.20K

0.01%

CHIRON CAPITAL MANAGEMENT, LLC

22.96K

Jun 30, 26

+22.96K

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

21.24K

Jun 30, 26

+21.24K

0.01%

WIREGRASS INVESTMENT MANAGEMENT LLC

21.09K

Jun 30, 26

+21.09K

0.01%

Annis Gardner Whiting Capital Advisors, LLC

20.46K

Jun 30, 26

+20.46K

0.01%

TORONTO DOMINION BANK

20.00K

Jun 30, 26

+20.00K

0.01%

SFMG, LLC

18.14K

Jun 30, 26

+18.14K

0.01%

Guild Investment Management, Inc.

17.74K

Jun 30, 26

+17.74K

0.01%

Venture Visionary Partners LLC

17.72K

Jun 30, 26

+17.72K

0.01%

SRS Capital Advisors, Inc.

17.02K

Jun 30, 26

+17.02K

0.01%

CENTAURUS FINANCIAL, INC.

16.59K

Jun 30, 26

+16.59K

0.01%

LPL Financial LLC

15.54K

Jun 30, 26

+15.54K

0.01%

Legacy Capital Wealth Partners, LLC

15.37K

Jun 30, 26

+15.37K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

15.23K

Jun 30, 26

+15.23K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

15.11K

Jun 30, 26

+15.11K

0.01%

ENVESTNET ASSET MANAGEMENT INC

14.97K

Jun 30, 26

+14.97K

0.01%

Northwest & Ethical Investments L.P.

13.38K

Jun 30, 26

+13.38K

0.01%

ADVISOR GROUP HOLDINGS, INC.

13.03K

Jun 30, 26

+13.03K

0.01%

Horst & Graben Wealth Management LLC

12.54K

Jun 30, 26

+12.54K

0.01%

CONNORS INVESTOR SERVICES INC

12.00K

Jun 30, 26

+12.00K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

11.91K

Jun 30, 26

+11.91K

0.01%

Resources Investment Advisors, LLC.

11.78K

Jun 30, 26

+11.78K

0.01%

Creative Planning

11.35K

Jun 30, 26

+11.35K

0.01%

Merit Financial Group, LLC

10.83K

Jun 30, 26

+10.83K

0.01%

Integrated Wealth Concepts LLC

10.74K

Jun 30, 26

+10.74K

0.01%

WINTON GROUP Ltd

10.68K

Jun 30, 26

+10.68K

0.01%

Beacon Pointe Advisors, LLC

10.65K

Jun 30, 26

+10.65K

0.01%

CIBC WORLD MARKET INC.

10.57K

Jun 30, 26

+10.57K

0.01%

Marion Wealth Management

10.00K

Jun 30, 26

+10.00K

0.01%

ROYAL BANK OF CANADA

7.75K

Jun 30, 26

+7.75K

0.00%

NewEdge Advisors, LLC

7.31K

Jun 30, 26

+7.31K

0.00%

CITIGROUP INC

5.53K

Jun 30, 26

+5.53K

0.00%

Ameritas Advisory Services, LLC

5.27K

Jun 30, 26

+5.27K

0.00%

NATIONAL BANK OF CANADA /FI/

4.02K

Jun 30, 26

+4.02K

0.00%

PFS Partners, LLC

4.00K

Jun 30, 26

+4.00K

0.00%

Federation des caisses Desjardins du Quebec

4.00K

Jun 30, 26

+4.00K

0.00%

North Star Investment Management Corp.

2.60K

Jun 30, 26

+2.60K

0.00%

Atlantic Union Bankshares Corp

2.45K

Jun 30, 26

+2.45K

0.00%

BlackRock, Inc.

2.00K

Jun 30, 26

+2.00K

0.00%

TD Waterhouse Canada Inc.

1.92K

Jun 30, 26

+1.92K

0.00%

Larson Financial Group LLC

1.29K

Jun 30, 26

+1.29K

0.00%

HARBOUR INVESTMENTS, INC.

1.18K

Jun 30, 26

+1.18K

0.00%

Battery Global Advisors, LLC

1.11K

Jun 30, 26

+1.11K

0.00%

DHJJ Financial Advisors, Ltd.

790

Jun 30, 26

+790

0.00%

Wilkerson Advisory Group LLC

718

Jun 30, 26

+718

0.00%

JPMORGAN CHASE & CO

675

Jun 30, 26

+675

0.00%

Hurley Capital, LLC

526

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

522

Jun 30, 26

+522

0.00%

Westside Investment Management, Inc.

500

Jun 30, 26

0.00%

Bogart Wealth, LLC

500

Jun 30, 26

+500

0.00%

DecisionPoint Financial, LLC

416

Jun 30, 26

+416

0.00%

UBS Group AG

339

Jun 30, 26

+339

0.00%

Signature Resources Capital Management, LLC

292

Jun 30, 26

+292

0.00%

Rockefeller Capital Management L.P.

250

Jun 30, 26

+250

0.00%

Stone House Investment Management, LLC

246

Jun 30, 26

+246

0.00%

SIGNATUREFD, LLC

200

Jun 30, 26

+200

0.00%

Aventus Investment Advisors, Inc.

200

Jun 30, 26

+200

0.00%

HM PAYSON & CO

125

Jun 30, 26

+125

0.00%

HighMark Wealth Management LLC

120

Jun 30, 26

+120

0.00%

Tanglewood Legacy Advisors, LLC

117

Jun 30, 26

+117

0.00%

Medallion Wealth Advisors, LLC

116

Jun 30, 26

+116

0.00%

Cassaday & Co Wealth Management LLC

115

Jun 30, 26

+115

0.00%

St. Johns Investment Management Company, LLC

100

Jun 30, 26

+100

0.00%

Financial Gravity Companies, Inc.

100

Jun 30, 26

+100

0.00%

VISION FINANCIAL MARKETS LLC

100

Jun 30, 26

+100

0.00%

Clean Yield Group

100

Jun 30, 26

+100

0.00%

Allworth Financial LP

Jun 30, 26

+77

0.00%

SHP Wealth Management

Jun 30, 26

+67

0.00%

Leonteq Securities AG

Jun 30, 26

+56

0.00%

Axiom Investment Management LLC

Jun 30, 26

+50

0.00%

Sterling Capital Management LLC

Jun 30, 26

+36

0.00%

GABLES CAPITAL MANAGEMENT INC.

Jun 30, 26

+11

0.00%

HOEY INVESTMENTS, INC

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

0.00%

Golden State Equity Partners

Jun 30, 26

-75

NANO CAP NEW MILLENNIUM GROWTH FUND L P

145.00K

Mar 31, 26

+32.50K

0.08%

Hurley Capital, LLC

526

Mar 31, 26

+526

0.00%

Horrell Capital Management, Inc.

Mar 31, 26

-390

ORG Partners LLC

Dec 31, 25

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

Sep 30, 25

0.00%

GOFEN & GLOSSBERG LLC /IL/

13.42K

Dec 31, 22

0.01%

Lenox Wealth Advisors, LLC

Mar 31, 22

-311