Stock
Reported value
$3.53B
Holders
381
+43 new · −23 exited
Holders’ est. mark
$47.1M
Price effect on 238 books still in the name
Largest holder
$774.3M
RAYMOND JAMES FINANCIAL INC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $1.29M
- Citadel0.0% · $1.84M
- Icahn Capital0.0% · $256.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 17.3M | $774.3M | $5.46M | Added$80.7M |
| LPL Financial LLC | 8.19M | $367.2M | $2.61M | Added$35.8M |
| MORGAN STANLEY | 3.51M | $157.6M | $1.03M | Added$27.2M |
| ENVESTNET ASSET MANAGEMENT INC | 3.34M | $149.8M | $1.01M | Added$21M |
| Retirement Planning Group, LLC | 3.18M | $142.7M | $1.01M | Added$13.9M |
| HighTower Advisors, LLC | 2.15M | $96.6M | $747.6K | Added$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.94M | $86.5M | −$1.54M | Cut−$38M |
| ROYAL BANK OF CANADA | 1.78M | $79.8M | $595.3K | Added$4.12M |
| UBS Group AG | 1.73M | $77.8M | $528.6K | Added$10.6M |
| TRUIST FINANCIAL CORP | 1.4M | $62.7M | $470.2K | Added$2.92M |
| WELLS FARGO & COMPANY/MN | 1.3M | $58.2M | $348.2K | Added$14M |
| OSAIC HOLDINGS, INC. | 1.27M | $57M | $326.5K | Added$15.2M |
| CPC Advisors, LLC | 1.23M | $55M | $215.4K | Added$27.6M |
| Reliant Wealth Planning | 1.06M | $47.5M | $356.2K | Added$2.18M |
| Cetera Investment Advisers | 1.06M | $47.4M | $331.8K | Added$5.22M |
| MBL Wealth, LLC | 981.8K | $44M | $329.6K | Added$2.13M |
| STIFEL FINANCIAL CORP | 903.5K | $40.5M | $284.3K | Added$4.33M |
| Hibernia Wealth Partners, LLC | 870.4K | $39M | $294.1K | Added$1.65M |
| Stratos Investment Management, LLC | 721.2K | $32.3M | $243.1K | Added$1.43M |
| Sequoia Financial Advisors, LLC | 710.6K | $31.9M | $248.7K | Cut−$1.68M |
| Private Advisor Group, LLC | 660.1K | $29.6M | $231K | Added$136.3K |
| Steward Partners Investment Advisory, LLC | 613.3K | $27.5M | $205.1K | Added$1.43M |
| CWM, LLC | 602.7K | $27M | $24.5M | Added$27M |
| NBZ Investment Advisors LLC | 528.7K | $23.7M | $179.8K | Added$855K |
| BANK OF AMERICA CORP /DE/ | 510.6K | $22.9M | $144.1K | Added$4.58M |
| Prostatis Group LLC | 469K | $21M | $160.3K | Added$643.2K |
| Merit Financial Group, LLC | 428.9K | $19.2M | $144K | Added$933.1K |
| ForthRight Wealth Management, LLC | 417K | $18.7M | $131.1K | Added$2.03M |
| Second Half Financial Partners, LLC | 412.6K | $18.5M | $144.4K | Added$144.5K |
| Summit Financial, LLC | 407.7K | $18.3M | $141.3K | Added$319.6K |
| Clear Trail Advisors, LLC | 399.1K | $17.9M | $128.9K | Added$1.51M |
| Marshall Financial Group, LLC | 386.8K | $17.3M | $133.5K | Added$370.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 382.8K | $17.2M | $105.1K | Added$3.81M |
| Bank of New York Mellon Corp | 362.7K | $16.3M | $89.4K | Added$4.9M |
| CARY STREET PARTNERS FINANCIAL LLC | 340.7K | $15.3M | $114.5K | Added$721.8K |
| WEST MICHIGAN ADVISORS, LLC | 339K | $15.2M | $113K | Added$110.4K |
| MGO ONE SEVEN LLC | 319.2K | $14.3M | $101.9K | Added$1.36M |
| BENJAMIN EDWARDS INC | 311.4K | $14M | $107.6K | Added$277.3K |
| Financial Designs Corp | 300.9K | $13.5M | $105.3K | Added$18.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 298.9K | $13.4M | $86.2K | Added$2.45M |
| Mesirow Financial Investment Management, Inc. | 296.1K | $13.3M | $36.9K | Added$8.59M |
| Altus Wealth Group LLC | 293.5K | $13.2M | $59.7K | Added$5.57M |
| NCM Capital Management, LLC | 276.1K | $12.4M | $96.6K | Added$81K |
| Tower Wealth Partners, Inc. | 249.6K | $11.2M | $86.2K | Added$237.8K |
| Capital Investment Advisory Services, LLC | 248.8K | $11.2M | $81.2K | Added$835.5K |
| Visionary Wealth Advisors | 246.9K | $11.1M | $82.6K | Added$568.9K |
| Equitable Holdings, Inc. | 245K | $10.9M | −$0 | Added$2.2M |
| Souders Financial Advisors | 239.5K | $10.7M | $81.2K | Added$415.3K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 228.3K | $10.2M | $38.6K | Added$5.33M |
| MML INVESTORS SERVICES, LLC | 225.5K | $10.1M | $78.9K | Cut−$2.1M |
| Investors Research Corp | 198.2K | $8.89M | $66.4K | Added$445.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 197.5K | $8.86M | $69.1K | Cut−$719.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 194.8K | $8.74M | $68.2K | Cut−$3.83M |
| GREAT VALLEY ADVISOR GROUP, INC. | 191.4K | $8.58M | $64.6K | Added$388.1K |
| MTM Investment Management, LLC | 187.7K | $8.42M | $61.8K | Added$560.4K |
| Modern Wealth Management, LLC | 184.1K | $8.27M | $79.2K | Cut−$3.78M |
| Magnus Financial Group LLC | 183.5K | $8.23M | $61.4K | Added$425.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 182.9K | $8.2M | $64K | Cut−$10.1M |
| Carter Financial Group, INC. | 180K | $8.07M | $63K | Cut−$23.2K |
| Security National Bank | 176.2K | $7.9M | $60K | Added$278.5K |
| Element Wealth, LLC | 169.6K | $7.61M | $59.3K | Cut−$173.9K |
| Phoenix Wealth Advisors | 168.2K | $7.55M | $58.9K | Cut−$542.7K |
| Regal Investment Advisors LLC | 165.1K | $7.4M | $57.7K | Cut−$100.5K |
| Snowden Capital Advisors LLC | 164.4K | $7.37M | $50.6K | Added$755.8K |
| Rockefeller Capital Management L.P. | 157.1K | $7.05M | $48.7K | Added$848.1K |
| Ausdal Financial Partners, Inc. | 154.6K | $6.93M | $51.7K | Added$362.7K |
| EverSource Wealth Advisors, LLC | 153.6K | $6.89M | $26.2K | Added$3.56M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 149.9K | $6.72M | $47K | Added$747.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 149.1K | $6.68M | $49.6K | Added$378.3K |
| RiverTree Advisors, LLC | 147.6K | $6.62M | $51.7K | Added$29.5K |
| Trilogy Capital Inc. | 145.5K | $6.53M | $50.1K | Added$162.8K |
| Leo Wealth, LLC | 141.8K | $6.37M | $41.2K | Added$1.17M |
| Stillwater Wealth Management Group | 139.1K | $6.24M | $40.8K | Added$1.05M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 138.8K | $6.23M | $48.5K | Added$55.4K |
| Vestmark Advisory Solutions, Inc. | 138.7K | $6.22M | $48.4K | Added$60K |
| Moran Wealth Management, LLC | 137.6K | $6.17M | $31.5K | Added$2.16M |
| HighPoint Advisor Group LLC | 137K | $6.15M | $44.2K | Added$527K |
| Prota Financial, LLC | 136.1K | $6.1M | $47.6K | Cut−$728.9K |
| SIERRA OCEAN, LLC | 128.1K | $5.74M | $43.8K | Added$171K |
| Wealthcare Advisory Partners LLC | 126.7K | $5.68M | $39.6K | Added$644.3K |
| Jaffetilchin Investment Partners, LLC | 116.8K | $5.24M | $38.2K | Added$387.9K |
| TWO SIGMA INVESTMENTS, LP | 116.1K | $5.21M | — | New |
| Peak Planning Group, LLC | 115.1K | $5.16M | $11K | Added$3.77M |
| Farrow Financial, Inc. | 114.3K | $5.13M | $39.5K | Added$100.1K |
| Good Steward Wealth Advisors,LLC | 114.2K | $5.12M | $39.4K | Added$113.1K |
| AlphaCore Capital LLC | 113.4K | $5.09M | $39.7K | Cut−$690.1K |
| Stonebrook Private Inc. | 112.6K | $5.05M | $39.4K | Cut−$190.2K |
| VICTORY FINANCIAL GROUP, LLC | 111.9K | $5.02M | $35.7K | Added$477.7K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 108.6K | $4.87M | $33.4K | Added$617K |
| Cassady Wealth & Retirement Planning, LLC | 105.7K | $4.84M | $106.7K | Added$1.22M |
| Spire Wealth Management | 107.1K | $4.81M | $36.7K | Added$141.7K |
| Stratos Wealth Partners, LTD. | 106.1K | $4.76M | $32.9K | Added$573.4K |
| Baron Financial Group, LLC | 105.6K | $4.73M | $36K | Added$150.9K |
| Meridian Wealth Advisors, LLC | 105.4K | $4.73M | $31.7K | Added$699.8K |
| &PARTNERS | 103.1K | $4.62M | $30.5K | Added$752.5K |
| BLAIR WILLIAM & CO/IL | 101.3K | $4.55M | $33.4K | Added$298.8K |
| Allred Capital Management, LLC | 101.1K | $4.53M | $30.2K | Added$697.8K |
| Golden State Equity Partners | 99.3K | $4.45M | $32.4K | Added$335.1K |
| McAdam, LLC | 99.2K | $4.45M | $32.3K | Added$338.7K |
| AVALON CAPITAL MANAGEMENT | 97.7K | $4.38M | $33.8K | Added$85.7K |
| Capital Square, LLC | 95.7K | $4.35M | $76.7K | Added$866.8K |
| Tulsa Wealth Advisors, INC | 96.1K | $4.31M | — | New |
| TBH Global Asset Management, LLC | 95.4K | $4.28M | $230K | Cut−$2.63M |
| OakTrust Wealth Advisors, LLC | 95.2K | $4.27M | $30K | Added$447.7K |
| Ranch Capital Advisors Inc. | 95K | $4.26M | $32.1K | Added$180.3K |
| IHT Wealth Management, LLC | 93.8K | $4.21M | $3.03K | Added$3.82M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 90K | $4.04M | $30K | Added$229.8K |
| JPMORGAN CHASE & CO | 91K | $4M | −$30.9K | Added$1.25M |
| Advisory Services Network, LLC | 85.5K | $3.84M | $20.7K | Added$1.21M |
| Jacobi Capital Management LLC | 83.6K | $3.75M | $27.9K | Added$196.9K |
| NICOLET BANKSHARES INC | 83K | $3.72M | — | New |
| STEPHENS INC /AR/ | 79.2K | $3.55M | $10.9K | Added$2.17M |
| Welch Financial Planning, LLC | 78.9K | $3.54M | $26.7K | Added$145.4K |
| Centric Wealth Management | 75.2K | $3.39M | −$72.2K | Cut−$79.5K |
| Financial Insights, Inc. | 74.9K | $3.36M | $24.8K | Added$208.7K |
| BNB Wealth Management, LLC | 73.7K | $3.31M | $17.7K | Added$1.06M |
| NOESIS CAPITAL MANGEMENT CORP | 72.1K | $3.23M | $25K | Added$49.7K |
| United Advisor Group, LLC | 69.3K | $3.11M | $23.6K | Added$101.9K |
| Gotham Asset Management, LLC | 69.1K | $3.1M | — | New |
| Savvy Advisors, Inc. | 67.8K | $3.04M | $19.2K | Added$595.8K |
| Plotkin Financial Advisors, LLC | 66.7K | $2.99M | $21.9K | Added$204.9K |
| FIFTH THIRD BANCORP | 65.3K | $2.93M | $1.91K | Added$2.68M |
| Farther Finance Advisors, LLC | 64.2K | $2.89M | $19.6K | Added$856.1K |
| Dynamic Advisor Solutions LLC | 64.2K | $2.88M | $22.5K | Cut−$56.8K |
| Founders Financial Alliance, LLC | 63.3K | $2.84M | $16.5K | Added$742K |
| PFG Advisors | 58.6K | $2.63M | $20.5K | Cut−$275.4K |
| INSIGNEO ADVISORY SERVICES, LLC | 58.6K | $2.63M | $7.69K | Added$1.65M |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 56.9K | $2.55M | $18.1K | Added$253K |
| Keating Financial Advisory Services, Inc. | 56.4K | $2.53M | $17.2K | Added$343.2K |
| CHOREO, LLC | 55.8K | $2.5M | −$22.6K | Added$229 |
| SMITH, MOORE & CO. | 55.7K | $2.5M | $18.4K | Added$159.8K |
| Benchmark Financial Wealth Advisors, LLC | 55.4K | $2.49M | $11.9K | Added$972.8K |
| Jefferies Financial Group Inc. | 55.1K | $2.47M | $18.8K | Added$76.6K |
| BlueChip Wealth Advisors LLC | 54.5K | $2.44M | $19K | Cut−$2.39M |
| KINGSWOOD WEALTH ADVISORS, LLC | 53.3K | $2.39M | $14.7K | Added$516.8K |
| JONES FINANCIAL COMPANIES LLLP | 53.9K | $2.38M | −$13K | Added$391.2K |
| DAVENPORT & Co LLC | 51.8K | $2.32M | $16.1K | Added$273.3K |
| Baird Financial Group, Inc. | 51.6K | $2.31M | $3.87K | Added$1.82M |
| Allworth Financial LP | 50.6K | $2.27M | $16.3K | Added$197.4K |
| Harbor Asset Planning, Inc. | 50.1K | $2.25M | $17K | Added$79.6K |
| SFMG, LLC | 50K | $2.24M | $17.5K | Added$17.5K |
| Pasadena Private Wealth, LLC | 49.5K | $2.22M | $10.9K | Added$838.6K |
| World Investment Advisors | 46K | $2.06M | $13.8K | Added$302.4K |
| GOLDMAN SACHS GROUP INC | 45.3K | $2.03M | — | New |
| Principle Wealth Partners LLC | 44.9K | $2.01M | $14.5K | Added$163.9K |
| Northwest Financial Advisors | 44.1K | $1.98M | $15.3K | Added$30.5K |
| PRINCIPAL SECURITIES, INC. | 43.9K | $1.97M | $15K | Added$62.2K |
| Midwest Trust Co | 43.8K | $1.97M | $15.3K | Cut−$32.5K |
| RDA Financial Network | 42.9K | $1.93M | $15K | Added$21.9K |
| Gateway Wealth Partners, LLC | 42.5K | $1.91M | $8.08K | Added$876.8K |
| Wealthfront Advisers LLC | 42.3K | $1.9M | $9.74K | Added$658.5K |
| HARBOUR INVESTMENTS, INC. | 42K | $1.88M | $10K | Added$610.2K |
| VestGen Advisors, LLC | 41.2K | $1.88M | $45.3K | Cut−$93.9K |
| TritonPoint Partners, LLC | 41.5K | $1.86M | — | New |
| CFO4Life Group, LLC | 41.2K | $1.85M | $12.4K | Added$268.3K |
| ORG Wealth Partners, LLC | 41.2K | $1.85M | $13.6K | Cut−$154.3K |
| Citadel | 41.1K | $1.84M | — | New |
| Caliber Wealth Management, LLC / KS | 40.7K | $1.83M | $14.2K | Cut−$362.8K |
| Redwood Family Wealth LLC | 40.4K | $1.81M | $13.2K | Added$137.8K |
| Brookstone Capital Management | 40.3K | $1.81M | $13.2K | Added$131.1K |
| Prospera Financial Services Inc | 40.1K | $1.8M | $13.5K | Added$82.3K |
| Sigma Planning Corp | 39.9K | $1.79M | $12.3K | Added$223K |
| First Heartland Consultants, Inc. | 39.7K | $1.78M | $13.4K | Added$80.7K |
| Creative Planning | 37.9K | $1.7M | $13.3K | Cut−$203.7K |
| Signal Advisors Wealth, LLC | 36.9K | $1.65M | $9.55K | Added$440.6K |
| Integrated Wealth Concepts LLC | 36.9K | $1.65M | $8.05K | Added$630.8K |
| CAP Partners, LLC | 36.1K | $1.62M | $12.7K | Cut−$35.9K |
| Reyes Financial Architecture, Inc. | 34.5K | $1.55M | $10.7K | Added$185.1K |
| Key Client Fiduciary Advisors, LLC | 34.1K | $1.53M | $11.9K | Cut−$10.3K |
| Patriot Financial Group Insurance Agency, LLC | 34.1K | $1.53M | $5.46K | Added$829.9K |
| Capital Wealth Planning, LLC | 33.5K | $1.5M | $11.1K | Added$96.4K |
| Semus Wealth Partners LLC | 31.9K | $1.43M | $11.1K | Added$23.5K |
| Tannin Capital LLC | 30.9K | $1.39M | — | New |
| Meridian Wealth Management, LLC | 30.2K | $1.36M | $10.5K | Cut−$64.5K |
| Renaissance Technologies | 28.8K | $1.29M | $2.92K | Added$920.9K |
| Atlas Wealth LLC | 28.4K | $1.27M | $2.63K | Added$940.6K |
| DeLarme Wealth Management, Inc. | 28.4K | $1.27M | $9.94K | Cut−$93.3K |
| Morey & Quinn Wealth Partners, LLC | 27.6K | $1.24M | $9.45K | Added$37.7K |
| PRIVATE TRUST CO NA | 26.3K | $1.23M | $57.3K | Added$65.4K |
| CWC Advisors, LLC. | 27.3K | $1.22M | $9.28K | Added$42K |
| Cushing Capital Partners, LLC | 27.1K | $1.22M | $9.49K | Cut−$323.7K |
| Alchemi Wealth, LLC | 26.8K | $1.2M | $9.33K | Added$16.1K |
| BOS Asset Management, LLC | 26.7K | $1.2M | $9.34K | Added$9.34K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 26.1K | $1.17M | $8.95K | Added$31.3K |
| Strategic Financial Concepts, LLC | 25.7K | $1.15M | $6.95K | Added$269K |
| Kovack Advisors, Inc. | 25.6K | $1.15M | $10.6K | Cut−$500.4K |
| Hilltop Holdings Inc. | 25.6K | $1.15M | — | New |
| Belpointe Asset Management LLC | 25.4K | $1.14M | $8.91K | Cut−$13.5K |
| PURSUIT WEALTH STRATEGIES, LLC | 24.6K | $1.1M | $8.6K | Added$4.68K |
| Arkadios Wealth Advisors | 24.5K | $1.1M | $6.88K | Added$227K |
| INDEPENDENT FINANCIAL GROUP, LLC | 24.5K | $1.1M | $7.6K | Added$133.8K |
| Kestra Advisory Services, LLC | 24K | $1.08M | $7.43K | Added$130.6K |
| Carson Advisory Inc. | 23.6K | $1.06M | $8.14K | Added$26K |
| Independent Advisor Alliance | 23.5K | $1.06M | — | New |
| Alliance Wealth Advisors, LLC | 22.8K | $1.02M | $7.5K | Added$67.1K |
| NBT BANK N A /NY | 22.6K | $1.01M | $7.65K | Added$41K |
| BLUEDOOR PRIVATE WEALTH, LLC | 22.4K | $1M | $7.79K | Added$12.7K |
| RPS ADVISORY SOLUTIONS LLC | 22K | $987.9K | $7.7K | Cut−$18.6K |
| US BANCORP \DE\ | 22K | $986.9K | $2.99K | Added$606.9K |
| HBK Sorce Advisory LLC | 21.8K | $986.7K | −$37.9K | Cut−$34.7K |
| Alpine Bank Wealth Management | 22K | $985.3K | $7.08K | Added$85.4K |
| Sachetta, LLC | 21.3K | $957K | $7.4K | Added$18.6K |
| Arete Wealth Advisors, LLC | 19.1K | $857.2K | $580.5K | Added$856.6K |
| NorthCrest Asset Manangement, LLC | 19K | $854.8K | −$2.05K | Added$274.9K |
| Illumine Investment Management, LLC | 18.6K | $834.2K | $4.49K | Added$262.6K |
| Lido Advisors, LLC | 17.9K | $802.8K | $5.06K | Cut−$130.7K |
| OneDigital Investment Advisors LLC | 17.7K | $794.9K | $6.2K | Cut−$4.15M |
| J.W. COLE ADVISORS, INC. | 17.7K | $792.7K | $39.6K | Cut−$10.3K |
| Vise Technologies, Inc. | 17.3K | $768.5K | $0 | Held |
| INTEGRITY ALLIANCE, LLC. | 17.1K | $767.2K | $3.93K | Added$266.9K |
| IFP Advisors, Inc | 16.8K | $752.1K | $5.67K | Added$30.7K |
| Mayflower Financial Advisors, LLC | 16.6K | $746.2K | $5.82K | Added$5.82K |
| Concurrent Investment Advisors, LLC | 16.6K | $743.5K | $5.81K | Cut−$8.66K |
| SILVER OAK SECURITIES, INCORPORATED | 16.2K | $726.7K | $307 | Added$37.4K |
| HBW ADVISORY SERVICES LLC | 16.2K | $725.2K | $5.63K | Cut−$153.2K |
| Institute for Wealth Management, LLC. | 16.2K | $724.7K | $4.37K | Added$164.8K |
| Caprock Group, LLC | 15.7K | $702.8K | −$601 | Cut−$49.4K |
| White Knight Strategic Wealth Advisors, LLC | 15.6K | $701.6K | $5.47K | Cut−$47.8K |
| Uniting Wealth Partners, LLC | 15.6K | $700.4K | — | New |
| Karras Company, Inc. | 15.5K | $695.4K | $5.25K | Added$28.8K |
| Redwood Financial Network Corp | 15.1K | $675.8K | $4.59K | Added$89.2K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 15K | $671.1K | $5.25K | Cut−$22.2K |
| Wiser Advisor Group LLC | 14.7K | $660.9K | $5.01K | Added$23.5K |
| Mutual Advisors, LLC | 14.6K | $652.6K | $4.51K | Added$79.1K |
| Mayfair Advisory Group, LLC | 14.5K | $651K | $1.64K | Added$159.2K |
| BFI Infinity Ltd. | 14.4K | $643.9K | $5.24K | Cut−$44.7K |
| LAKE STREET PRIVATE WEALTH, LLC | 14.3K | $642.3K | $4.26K | Added$99.3K |
| Talisman Wealth Advisors LLC | 13.2K | $591.6K | $3.11K | Added$155.1K |
| MUIRFIELD WEALTH ADVISORS LLC | 12.8K | $572.6K | $4.32K | Added$22K |
| Joseph P. Lucia & Associates, LLC | 12.7K | $568.7K | $3.95K | Added$66.6K |
| OneAscent Wealth Management LLC | 12.3K | $551.8K | $4.1K | Added$30.2K |
| BANK OF MONTREAL /CAN/ | 12.3K | $550.7K | $4.23K | Added$15.9K |
| Kingsview Wealth Management, LLC | 12K | $536.5K | $3.5K | Added$89.6K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12K | $536.4K | $3.26K | Added$124.5K |
| NORTHERN TRUST CORP | 11.8K | $528K | — | New |
| HF Advisory Group, LLC | 11.8K | $527.6K | $4.15K | Cut−$27.6K |
| ROTHSCHILD INVESTMENT LLC | 11.8K | $527.6K | $4.08K | Added$6.59K |
| HOHIMER WEALTH MANAGEMENT, LLC | 11.8K | $527.4K | $4.12K | Cut−$28.3K |
| Geneos Wealth Management Inc. | 11.6K | $521.6K | $527 | Added$455.1K |
| WCG Wealth Advisors LLC | 11.6K | $519K | $3.98K | Added$8.6K |
| PFG Investments, LLC | 11.4K | $513.4K | $4.02K | Cut−$37.1K |
| NewCorp Financial Services, Inc. | 11.4K | $509.6K | $3.99K | Cut−$1.67K |
| Van Hulzen Asset Management, LLC | 11.4K | $509.1K | $3.97K | Added$3.97K |
| Capasso Planning Partners LLC | 11K | $494K | $3.83K | Cut−$9.87K |
| Corient Private Wealth LLC | 10.9K | $488.5K | $3.77K | Added$8.84K |
| Proactive Wealth Strategies LLC | 10.8K | $483.2K | $1.86K | Added$246.4K |
| Opal Wealth Advisors, LLC | 10.7K | $479K | $3.54K | Added$28.3K |
| WealthShield Partners, LLC | 10.6K | $473.8K | $3.01K | Added$90.6K |
| FIDELIS CAPITAL PARTNERS, LLC | 10.6K | $473.2K | $3.69K | Added$3.69K |
| Signature Wealth Management Group | 10.5K | $471.2K | $3.68K | Cut−$4.25M |
Who left
- NewEdge Advisors, LLC$18.5M
- Capital Advisory Group Advisory Services, LLC$6.32M
- Qube Research & Technologies Ltd$4.26M
- Collaborative Wealth Managment Inc.$2.13M
- BNP PARIBAS FINANCIAL MARKETS$1.48M
- JANE STREET GROUP, LLC$706.3K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$685.8K
- OLD MISSION CAPITAL LLC$685.6K
- Berger Financial Group, Inc$684.4K
- Sovran Advisors, LLC$570.8K
- Horizon Advisory Services, Inc.$257.4K
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$216.4K
- Camelot Portfolios, LLC$137.1K
- Janney Montgomery Scott LLC$88K
- FLAGSHIP HARBOR ADVISORS, LLC$53.4K
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.