How do I set a price alert for VOTE?

To set a VOTE price alert on Stock Alarm Pro, navigate to the VOTE quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for VOTE?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for VOTE. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for VOTE?

Stock Alarm Pro supports over 125 trigger types for VOTE: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about VOTE price changes?

VOTE alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for VOTE alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for VOTE and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

VOTE Institutional Ownership & 13F Filings

TCW Transform 500 ETF(VOTE)

$90.30—Stale · unknown old

WatchlistAsk SA Chart

TCW Transform 500 ETF(VOTE)

NYSE • Last print unknown agoAbout this data

$90.30—Stale · unknown old

WatchlistAsk SA Chart Studio

VOTE(VOTE)

VOTE

Institutional Ownership

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 134 Institutional Holders

Holder	Shares	Date	Change	% Held
Betterment LLC	1.62M	Jun 30, 26	+5.12K	13.22%
PNC FINANCIAL SERVICES GROUP, INC.	1.20M	Jun 30, 26	+18.99K	9.78%
Angeles Investment Advisors, LLC	889.41K	Jun 30, 26	+124.76K	7.25%
THRIVENT FINANCIAL FOR LUTHERANS	790.93K	Jun 30, 26	+1.47K	6.45%
Fund Evaluation Group, LLC	512.57K	Jun 30, 26	+80.31K	4.18%
National Philanthropic Trust	476.63K	Jun 30, 26	--	3.89%
GOLDMAN SACHS GROUP INC	391.40K	Jun 30, 26	+13.64K	3.19%
JPMORGAN CHASE & CO	282.40K	Jun 30, 26	-67.07K	2.30%
Brinker Capital Investments, LLC	211.50K	Jun 30, 26	+37.94K	1.73%
Ethic Inc.	194.11K	Jun 30, 26	-152.22K	1.58%
Dorsey & Whitney Trust CO LLC	186.98K	Jun 30, 26	--	1.53%
BANK OF AMERICA CORP /DE/	185.60K	Jun 30, 26	-180	1.51%
ASPIRIANT, LLC	167.62K	Jun 30, 26	+35.59K	1.37%
Beacon Pointe Advisors, LLC	160.26K	Jun 30, 26	-553	1.31%
MORGAN STANLEY	141.39K	Jun 30, 26	+8.68K	1.15%
Mutual Advisors, LLC	123.72K	Jun 30, 26	-1.18K	1.01%
Pathstone Holdings, LLC	110.65K	Jun 30, 26	-500	0.90%
Values Added Financial LLC	85.75K	Jun 30, 26	+1.95K	0.70%
Cambridge Investment Research Advisors, Inc.	64.73K	Jun 30, 26	-4.32K	0.53%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	63.08K	Jun 30, 26	+24.75K	0.51%
Gateway Wealth Partners, LLC	51.21K	Jun 30, 26	-48.96K	0.42%
Financial Insights, Inc.	46.81K	Jun 30, 26	-3.80K	0.38%
Modern Wealth Management, LLC	46.34K	Jun 30, 26	+15.22K	0.38%
MONETA GROUP INVESTMENT ADVISORS LLC	42.81K	Jun 30, 26	+10.32K	0.35%
AI Financial Services LLC	42.46K	Jun 30, 26	-1.39K	0.35%
Bank of New York Mellon Corp	40.13K	Jun 30, 26	-1.19K	0.33%
Plum Street Advisors, LLC	33.64K	Jun 30, 26	-520	0.27%
Ballentine Partners, LLC	29.82K	Jun 30, 26	--	0.24%
LPL Financial LLC	27.61K	Jun 30, 26	-2.40K	0.23%
BRIGHTON JONES LLC	21.82K	Jun 30, 26	+38	0.18%
Fairman Group, LLC	21.12K	Jun 30, 26	+46	0.17%
Kestra Advisory Services, LLC	18.86K	Jun 30, 26	+839	0.15%
SEEDS INVESTOR LLC	18.75K	Jun 30, 26	+191	0.15%
Hirtle Callaghan & Co LLC	16.91K	Jun 30, 26	--	0.14%
MISSION WEALTH MANAGEMENT, LP	16.64K	Jun 30, 26	-210	0.14%
Jordan Park Group LLC	16.52K	Jun 30, 26	+16.52K	0.13%
ADVISOR GROUP HOLDINGS, INC.	16.25K	Jun 30, 26	+712	0.13%
Phoenix Wealth Advisors	16.02K	Jun 30, 26	-297	0.13%
Tolleson Wealth Management, Inc.	15.83K	Jun 30, 26	-52.00K	0.13%
Etesian Wealth Advisors, Inc.	13.49K	Jun 30, 26	-244	0.11%
Sonoma Allocations LLC	11.56K	Jun 30, 26	+2.33K	0.09%
Rockefeller Capital Management L.P.	11.14K	Jun 30, 26	--	0.09%
Sage Advisory Services, Ltd.Co.	10.36K	Jun 30, 26	-269	0.08%
Breakwater Investment Management	10.21K	Jun 30, 26	-1.18K	0.08%
Creative Planning	10.13K	Jun 30, 26	-163	0.08%
Diversified Trust Co	9.58K	Jun 30, 26	--	0.08%
STIFEL FINANCIAL CORP	9.29K	Jun 30, 26	+132	0.08%
Valeo Financial Advisors, LLC	8.45K	Jun 30, 26	--	0.07%
FIDUCIARY TRUST CO	8.42K	Jun 30, 26	--	0.07%
Ashton Thomas Private Wealth, LLC	8.31K	Jun 30, 26	-146	0.07%
Premier Financial Group	8.09K	Jun 30, 26	+21	0.07%
MJP ASSOCIATES INC /ADV	7.93K	Jun 30, 26	-216	0.06%
Advisor OS, LLC	7.93K	Jun 30, 26	-216	0.06%
ALPHA CAPITAL ADVISORS INC /ADV	7.21K	Jun 30, 26	--	0.06%
FMR LLC	6.72K	Jun 30, 26	+5.87K	0.05%
CIBC Bancorp USA Inc.	6.46K	Jun 30, 26	--	0.05%
Per Stirling Capital Management, LLC.	5.90K	Jun 30, 26	-111	0.05%
RAINIER FAMILY WEALTH INC	5.42K	Jun 30, 26	--	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	5.05K	Jun 30, 26	+12	0.04%
Buckingham Strategic Partners	5.04K	Jun 30, 26	+68	0.04%
Pearl Planning LLC	4.76K	Jun 30, 26	--	0.04%
Caprock Group, LLC	4.65K	Jun 30, 26	+12	0.04%
RIDGECREST WEALTH PARTNERS, LLC	4.11K	Jun 30, 26	-818	0.03%
AQR CAPITAL MANAGEMENT LLC	3.89K	Jun 30, 26	--	0.03%
Sage Mountain Advisors LLC	3.69K	Jun 30, 26	--	0.03%
Portland Global Advisors LLC	3.62K	Jun 30, 26	-402	0.03%
Krilogy Financial LLC	3.35K	Jun 30, 26	+9	0.03%
DWR WEALTH MANAGEMENT, LLC	3.29K	Jun 30, 26	+89	0.03%
Schneider Downs Wealth Management Advisors, LP	3.17K	Jun 30, 26	--	0.03%
UBS Group AG	2.99K	Jun 30, 26	+64	0.02%
Rossby Financial, LCC	2.94K	Jun 30, 26	+314	0.02%
RAYMOND JAMES FINANCIAL INC	2.75K	Jun 30, 26	-311	0.02%
SRS Capital Advisors, Inc.	2.59K	Jun 30, 26	+2.59K	0.02%
EP Wealth Advisors, LLC	2.51K	Jun 30, 26	+2.51K	0.02%
WELLS FARGO & COMPANY/MN	2.25K	Jun 30, 26	-5.35K	0.02%
Millstone Evans Group, LLC	1.94K	Jun 30, 26	--	0.02%
WOLFF WIESE MAGANA LLC	1.55K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	1.45K	Jun 30, 26	+31	0.01%
Integrated Wealth Concepts LLC	1.45K	Jun 30, 26	+1.45K	0.01%
Farther Finance Advisors, LLC	1.18K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	1.01K	Jun 30, 26	+2	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	923	Jun 30, 26	--	0.01%
ROYAL BANK OF CANADA	908	Jun 30, 26	-2.82K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	855	Jun 30, 26	+30	0.01%
SHP Wealth Management	646	Jun 30, 26	--	0.01%
Frankly Finances, LLC	549	Jun 30, 26	+549	0.00%
AMERIFLEX GROUP, INC.	513	Jun 30, 26	+513	0.00%
NATIONAL BANK OF CANADA /FI/	500	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	425	Jun 30, 26	-13	0.00%
Napier Financial, LLC	420	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	360	Jun 30, 26	+360	0.00%
Atlantic Union Bankshares Corp	315	Jun 30, 26	--	0.00%
Downshift Financial, LLC	252	Jun 30, 26	+252	0.00%
VANGUARD ADVISERS INC	248	Jun 30, 26	+10	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	232	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	200	Jun 30, 26	--	0.00%
MASECO LLP	181	Jun 30, 26	--	0.00%
ASSETMARK, INC	151	Jun 30, 26	+19	0.00%
GoalVest Advisory LLC	135	Jun 30, 26	--	0.00%
BLUELINE ADVISORS LLC	117	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	84	Jun 30, 26	--	0.00%
US BANCORP \DE\	50	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	44	Jun 30, 26	+5	0.00%
Brooklyn FI, LLC	43	Jun 30, 26	+43	0.00%
CoreCap Advisors, LLC	34	Jun 30, 26	+34	0.00%
JPL Wealth Management, LLC	24	Jun 30, 26	+24	0.00%
Transamerica Financial Advisors, Inc.	13	Jun 30, 26	+13	0.00%
Allworth Financial LP	10	Jun 30, 26	--	0.00%
Asset Dedication, LLC	6	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	6	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	5	Jun 30, 26	--	0.00%
Financial Life Planners	4	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	1	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	1	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-1.62K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-1.14K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-3.44K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-4.23K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-7.31K	--
GK Wealth Management LLC	--	Jun 30, 26	-3.20K	--
MAI Capital Management	--	Jun 30, 26	-2.02K	--
Root Financial Partners, LLC	--	Jun 30, 26	-116	--
CWM, LLC	126	Mar 31, 26	+26	0.00%
Financial Connections Group, Inc.	71	Mar 31, 26	+1	0.00%
Litman Gregory Wealth Management LLC	176.25K	Dec 31, 25	-5.14K	1.44%
Stark Wealth Management LLC	3.48K	Dec 31, 25	--	0.03%
CIBC Private Wealth Group, LLC	1.00K	Dec 31, 25	--	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-12.03K	--
Orion Portfolio Solutions, LLC	75.41K	Mar 31, 25	+3.21K	0.62%
Sandy Spring Bank	311	Mar 31, 25	+1	0.00%
PATHSTONE FAMILY OFFICE, LLC	103.21K	Sep 30, 23	+103.21K	0.84%
Veritable, L.P.	97.36K	Jun 30, 23	-7.54K	0.79%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-126	--
American Portfolios Advisors	1.72K	Sep 30, 22	+1.72K	0.01%

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Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

Betterment LLC

1.62M

Jun 30, 26

+5.12K

13.22%

PNC FINANCIAL SERVICES GROUP, INC.

1.20M

Jun 30, 26

+18.99K

9.78%

Angeles Investment Advisors, LLC

889.41K

Jun 30, 26

+124.76K

7.25%

THRIVENT FINANCIAL FOR LUTHERANS

790.93K

Jun 30, 26

+1.47K

6.45%

Fund Evaluation Group, LLC

512.57K

Jun 30, 26

+80.31K

4.18%

National Philanthropic Trust

476.63K

Jun 30, 26

3.89%

GOLDMAN SACHS GROUP INC

391.40K

Jun 30, 26

+13.64K

3.19%

JPMORGAN CHASE & CO

282.40K

Jun 30, 26

-67.07K

2.30%

Brinker Capital Investments, LLC

211.50K

Jun 30, 26

+37.94K

1.73%

Ethic Inc.

194.11K

Jun 30, 26

-152.22K

1.58%

Dorsey & Whitney Trust CO LLC

186.98K

Jun 30, 26

1.53%

BANK OF AMERICA CORP /DE/

185.60K

Jun 30, 26

-180

1.51%

ASPIRIANT, LLC

167.62K

Jun 30, 26

+35.59K

1.37%

Beacon Pointe Advisors, LLC

160.26K

Jun 30, 26

-553

1.31%

MORGAN STANLEY

141.39K

Jun 30, 26

+8.68K

1.15%

Mutual Advisors, LLC

123.72K

Jun 30, 26

-1.18K

1.01%

Pathstone Holdings, LLC

110.65K

Jun 30, 26

-500

0.90%

Values Added Financial LLC

85.75K

Jun 30, 26

+1.95K

0.70%

Cambridge Investment Research Advisors, Inc.

64.73K

Jun 30, 26

-4.32K

0.53%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

63.08K

Jun 30, 26

+24.75K

0.51%

Gateway Wealth Partners, LLC

51.21K

Jun 30, 26

-48.96K

0.42%

Financial Insights, Inc.

46.81K

Jun 30, 26

-3.80K

0.38%

Modern Wealth Management, LLC

46.34K

Jun 30, 26

+15.22K

0.38%

MONETA GROUP INVESTMENT ADVISORS LLC

42.81K

Jun 30, 26

+10.32K

0.35%

AI Financial Services LLC

42.46K

Jun 30, 26

-1.39K

0.35%

Bank of New York Mellon Corp

40.13K

Jun 30, 26

-1.19K

0.33%

Plum Street Advisors, LLC

33.64K

Jun 30, 26

-520

0.27%

Ballentine Partners, LLC

29.82K

Jun 30, 26

0.24%

LPL Financial LLC

27.61K

Jun 30, 26

-2.40K

0.23%

BRIGHTON JONES LLC

21.82K

Jun 30, 26

+38

0.18%

Fairman Group, LLC

21.12K

Jun 30, 26

+46

0.17%

Kestra Advisory Services, LLC

18.86K

Jun 30, 26

+839

0.15%

SEEDS INVESTOR LLC

18.75K

Jun 30, 26

+191

0.15%

Hirtle Callaghan & Co LLC

16.91K

Jun 30, 26

0.14%

MISSION WEALTH MANAGEMENT, LP

16.64K

Jun 30, 26

-210

0.14%

Jordan Park Group LLC

16.52K

Jun 30, 26

+16.52K

0.13%

ADVISOR GROUP HOLDINGS, INC.

16.25K

Jun 30, 26

+712

0.13%

Phoenix Wealth Advisors

16.02K

Jun 30, 26

-297

0.13%

Tolleson Wealth Management, Inc.

15.83K

Jun 30, 26

-52.00K

0.13%

Etesian Wealth Advisors, Inc.

13.49K

Jun 30, 26

-244

0.11%

Sonoma Allocations LLC

11.56K

Jun 30, 26

+2.33K

0.09%

Rockefeller Capital Management L.P.

11.14K

Jun 30, 26

0.09%

Sage Advisory Services, Ltd.Co.

10.36K

Jun 30, 26

-269

0.08%

Breakwater Investment Management

10.21K

Jun 30, 26

-1.18K

0.08%

Creative Planning

10.13K

Jun 30, 26

-163

0.08%

Diversified Trust Co

9.58K

Jun 30, 26

0.08%

STIFEL FINANCIAL CORP

9.29K

Jun 30, 26

+132

0.08%

Valeo Financial Advisors, LLC

8.45K

Jun 30, 26

0.07%

FIDUCIARY TRUST CO

8.42K

Jun 30, 26

0.07%

Ashton Thomas Private Wealth, LLC

8.31K

Jun 30, 26

-146

0.07%

Premier Financial Group

8.09K

Jun 30, 26

+21

0.07%

MJP ASSOCIATES INC /ADV

7.93K

Jun 30, 26

-216

0.06%

Advisor OS, LLC

7.93K

Jun 30, 26

-216

0.06%

ALPHA CAPITAL ADVISORS INC /ADV

7.21K

Jun 30, 26

0.06%

FMR LLC

6.72K

Jun 30, 26

+5.87K

0.05%

CIBC Bancorp USA Inc.

6.46K

Jun 30, 26

0.05%

Per Stirling Capital Management, LLC.

5.90K

Jun 30, 26

-111

0.05%

RAINIER FAMILY WEALTH INC

5.42K

Jun 30, 26

0.04%

COMMONWEALTH EQUITY SERVICES, LLC

5.05K

Jun 30, 26

+12

0.04%

Buckingham Strategic Partners

5.04K

Jun 30, 26

+68

0.04%

Pearl Planning LLC

4.76K

Jun 30, 26

0.04%

Caprock Group, LLC

4.65K

Jun 30, 26

+12

0.04%

RIDGECREST WEALTH PARTNERS, LLC

4.11K

Jun 30, 26

-818

0.03%

AQR CAPITAL MANAGEMENT LLC

3.89K

Jun 30, 26

0.03%

Sage Mountain Advisors LLC

3.69K

Jun 30, 26

0.03%

Portland Global Advisors LLC

3.62K

Jun 30, 26

-402

0.03%

Krilogy Financial LLC

3.35K

Jun 30, 26

0.03%

DWR WEALTH MANAGEMENT, LLC

3.29K

Jun 30, 26

+89

0.03%

Schneider Downs Wealth Management Advisors, LP

3.17K

Jun 30, 26

0.03%

UBS Group AG

2.99K

Jun 30, 26

+64

0.02%

Rossby Financial, LCC

2.94K

Jun 30, 26

+314

0.02%

RAYMOND JAMES FINANCIAL INC

2.75K

Jun 30, 26

-311

0.02%

SRS Capital Advisors, Inc.

2.59K

Jun 30, 26

+2.59K

0.02%

EP Wealth Advisors, LLC

2.51K

Jun 30, 26

+2.51K

0.02%

WELLS FARGO & COMPANY/MN

2.25K

Jun 30, 26

-5.35K

0.02%

Millstone Evans Group, LLC

1.94K

Jun 30, 26

0.02%

WOLFF WIESE MAGANA LLC

1.55K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

1.45K

Jun 30, 26

+31

0.01%

Integrated Wealth Concepts LLC

1.45K

Jun 30, 26

+1.45K

0.01%

Farther Finance Advisors, LLC

1.18K

Jun 30, 26

0.01%

Capital Analysts, LLC

1.01K

Jun 30, 26

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

923

Jun 30, 26

0.01%

ROYAL BANK OF CANADA

908

Jun 30, 26

-2.82K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

855

Jun 30, 26

+30

0.01%

SHP Wealth Management

646

Jun 30, 26

0.01%

Frankly Finances, LLC

549

Jun 30, 26

+549

0.00%

AMERIFLEX GROUP, INC.

513

Jun 30, 26

+513

0.00%

NATIONAL BANK OF CANADA /FI/

500

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

425

Jun 30, 26

-13

0.00%

Napier Financial, LLC

420

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

360

Jun 30, 26

+360

0.00%

Atlantic Union Bankshares Corp

315

Jun 30, 26

0.00%

Downshift Financial, LLC

252

Jun 30, 26

+252

0.00%

VANGUARD ADVISERS INC

248

Jun 30, 26

+10

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

232

Jun 30, 26

0.00%

MATHER GROUP, LLC.

200

Jun 30, 26

0.00%

MASECO LLP

181

Jun 30, 26

0.00%

ASSETMARK, INC

151

Jun 30, 26

+19

0.00%

GoalVest Advisory LLC

135

Jun 30, 26

0.00%

BLUELINE ADVISORS LLC

117

Jun 30, 26

0.00%

Bogart Wealth, LLC

Jun 30, 26

0.00%

US BANCORP \DE\

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Brooklyn FI, LLC

Jun 30, 26

+43

0.00%

CoreCap Advisors, LLC

Jun 30, 26

+34

0.00%

JPL Wealth Management, LLC

Jun 30, 26

+24

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

+13

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-1.62K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-1.14K

OLD MISSION CAPITAL LLC

Jun 30, 26

-3.44K

JANE STREET GROUP, LLC

Jun 30, 26

-4.23K

CITADEL ADVISORS LLC

Jun 30, 26

-7.31K

GK Wealth Management LLC

Jun 30, 26

-3.20K

MAI Capital Management

Jun 30, 26

-2.02K

Root Financial Partners, LLC

Jun 30, 26

-116

CWM, LLC

126

Mar 31, 26

+26

0.00%

Financial Connections Group, Inc.

Mar 31, 26

0.00%

Litman Gregory Wealth Management LLC

176.25K

Dec 31, 25

-5.14K

1.44%

Stark Wealth Management LLC

3.48K

Dec 31, 25

0.03%

CIBC Private Wealth Group, LLC

1.00K

Dec 31, 25

0.01%

Atria Wealth Solutions, Inc.

Jun 30, 25

-12.03K

Orion Portfolio Solutions, LLC

75.41K

Mar 31, 25

+3.21K

0.62%

Sandy Spring Bank

311

Mar 31, 25

0.00%

PATHSTONE FAMILY OFFICE, LLC

103.21K

Sep 30, 23

+103.21K

0.84%

Veritable, L.P.

97.36K

Jun 30, 23

-7.54K

0.79%

BerganKDV Wealth Management, LLC

Jun 30, 23

-126

American Portfolios Advisors

1.72K

Sep 30, 22

+1.72K

0.01%