Stock
Reported value
$473.7M
Holders
359
+30 new · −35 exited
Holders’ est. mark
−$25.8M
Price effect on 232 books still in the name
Largest holder
$51.2M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.75M
- Fidelity0.0% · $1.49M
- Icahn Capital0.0% · $294.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 681.4K | $51.2M | −$3.6M | Cut−$7.55M |
| HighTower Advisors, LLC | 356.6K | $26.8M | −$1.84M | Cut−$1.26M |
| Destination Wealth Management | 309.7K | $23.3M | −$1.61M | Cut−$1.27M |
| RAYMOND JAMES FINANCIAL INC | 266.7K | $20M | −$1.37M | Cut−$857.5K |
| ROYAL BANK OF CANADA | 224.6K | $16.9M | −$1.19M | Cut−$2.24M |
| Cetera Investment Advisers | 207.3K | $15.6M | −$791.2K | Added$3.52M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 196.5K | $15.2M | −$673.9K | Cut−$9.48M |
| ENVESTNET ASSET MANAGEMENT INC | 180.4K | $13.5M | −$57.7K | Added$12.7M |
| BANK OF AMERICA CORP /DE/ | 180.2K | $13.5M | −$883K | Added$89.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 144.7K | $10.9M | −$116.8K | Added$9.09M |
| COMMONWEALTH EQUITY SERVICES, LLC | 113.1K | $8.49M | −$597K | Cut−$2.04M |
| MML INVESTORS SERVICES, LLC | 110K | $8.26M | −$503.7K | Added$589.3K |
| Creative Planning | 98.5K | $7.4M | −$520.2K | Cut−$754.8K |
| STIFEL FINANCIAL CORP | 95K | $7.14M | −$501.7K | Cut−$2.91M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 85.6K | $6.43M | −$437.7K | Cut−$233.3K |
| MORGAN STANLEY | 85.2K | $6.4M | −$449.8K | Cut−$1.33M |
| Corient Private Wealth LLC | 76.9K | $5.77M | −$413.3K | Cut−$608.6K |
| OSAIC HOLDINGS, INC. | 76.5K | $5.74M | −$404.5K | Cut−$5.63M |
| Rockefeller Capital Management L.P. | 74.6K | $5.6M | −$393.9K | Cut−$1.3M |
| D.A. DAVIDSON & CO. | 73.3K | $5.5M | −$267.3K | Added$1.43M |
| Thoma Capital Management LLC | 68.8K | $5.17M | −$344.7K | Cut−$78.5K |
| Sage Capital Management, LLC | 63.6K | $4.77M | −$335.5K | Cut−$710.1K |
| Sowell Financial Services LLC | 62.4K | $4.68M | −$329.4K | Cut−$2.18M |
| Artesa Financial Group, LLC | 56.1K | $4.21M | −$291K | Cut−$217K |
| INDEPENDENT FINANCIAL GROUP, LLC | 51.4K | $3.86M | −$261.2K | Cut−$117.1K |
| SCOTIA CAPITAL INC. | 51.2K | $3.85M | −$260.5K | Cut−$118.1K |
| Financial Engines Advisors L.L.C. | 49.5K | $3.72M | −$261.1K | Cut−$256.8K |
| Arkadios Wealth Advisors | 48.7K | $3.66M | −$203.3K | Added$563.8K |
| Brookstone Capital Management | 46.9K | $3.52M | −$195.4K | Added$544.2K |
| McGuire Investment Group, LLC | 46.7K | $3.5M | −$245.3K | Cut−$229.1K |
| Williams Jones Wealth Management, LLC. | 46.1K | $3.46M | −$243.4K | Cut−$275.5K |
| Joseph P. Lucia & Associates, LLC | 45.5K | $3.41M | −$240.1K | Cut−$312.5K |
| VALLEY WEALTH MANAGERS, INC. | 45.4K | $3.41M | −$233.1K | Cut−$136.8K |
| OPPENHEIMER & CO INC | 44.2K | $3.32M | — | New |
| Cerity Partners LLC | 43.8K | $3.29M | −$226.5K | Cut−$162.2K |
| Ellis Investment Partners, LLC | 38.3K | $2.88M | −$202.4K | Cut−$263.7K |
| ASHFORD CAPITAL MANAGEMENT INC | 37.5K | $2.82M | −$176.4K | Added$133.4K |
| Stratos Wealth Partners, LTD. | 35K | $2.63M | −$184.9K | Cut−$721K |
| Clark Capital Management Group, Inc. | 34.2K | $2.57M | — | New |
| VestGen Advisors, LLC | 29.7K | $2.5M | $115.3K | Added$140.9K |
| Wealthfront Advisers LLC | 31.1K | $2.33M | −$164.2K | Cut−$367.1K |
| Kestra Advisory Services, LLC | 30.3K | $2.27M | −$140.7K | Added$132.8K |
| MAI Capital Management | 30.2K | $2.27M | −$159.7K | Cut−$275.1K |
| Apollon Financial, LLC | 29.8K | $2.24M | −$157.5K | Cut−$173.5K |
| AAFMAA Wealth Management & Trust LLC | 28.9K | $2.17M | −$121.1K | Added$330.3K |
| Pacific Wealth Strategies Group, Inc. | 26.7K | $2M | −$58.1K | Added$1.12M |
| VIEWPOINT INVESTMENT PARTNERS CORP | 25.1K | $1.92M | −$98.4K | Cut−$210.4K |
| TD Waterhouse Canada Inc. | 24.5K | $1.86M | −$104.2K | Cut−$291.8K |
| Cresset Asset Management, LLC | 24.6K | $1.84M | −$114.5K | Added$100.6K |
| Curbstone Financial Management Corp | 24.4K | $1.83M | −$127.9K | Cut−$115.9K |
| Citadel | 23.3K | $1.75M | — | New |
| Curi Capital, LLC | 23.2K | $1.74M | −$122.4K | Cut−$120.2K |
| Baird Financial Group, Inc. | 22.5K | $1.69M | −$65.1K | Added$697.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 21.4K | $1.61M | −$112.9K | Cut−$537.6K |
| JONES FINANCIAL COMPANIES LLLP | 21K | $1.53M | −$162.2K | Cut−$192.6K |
| Hyposwiss Advisors SA | 20.9K | $1.52M | −$173.6K | Cut−$173.6K |
| Fidelity | 19.8K | $1.49M | −$95.2K | Added$36.4K |
| Steward Partners Investment Advisory, LLC | 19.2K | $1.44M | −$89.1K | Added$83.4K |
| Waverly Advisors, LLC | 18.7K | $1.41M | −$97.2K | Cut−$72.4K |
| CAPTRUST FINANCIAL ADVISORS | 18.7K | $1.4M | −$78.3K | Added$212.4K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 18.7K | $1.4M | $876.3K | Added$1.4M |
| Bedell Frazier Investment Counselling, LLC | 18.7K | $1.4M | −$68.7K | Added$357.8K |
| Ausdal Financial Partners, Inc. | 18.5K | $1.39M | −$97.6K | Cut−$583.9K |
| Pinnacle Financial Partners, Inc. | 17K | $1.28M | −$89.5K | Cut−$84.6K |
| Lido Advisors, LLC | 16.5K | $1.24M | −$190.9K | Cut−$212.2K |
| IFP Advisors, Inc | 16.4K | $1.23M | −$86.5K | Cut−$134.8K |
| Endowment Wealth Management, Inc. | 16.2K | $1.22M | −$71.6K | Added$125K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15.8K | $1.19M | −$83.5K | Cut−$194.3K |
| Private Advisor Group, LLC | 15.4K | $1.15M | −$81.1K | Cut−$303.1K |
| Dakota Wealth Management | 15.2K | $1.14M | −$80.2K | Cut−$79.5K |
| Beacon Pointe Advisors, LLC | 14.7K | $1.1M | −$47.3K | Added$380.6K |
| Integrated Wealth Concepts LLC | 14.4K | $1.08M | −$58.9K | Added$184.1K |
| J.W. COLE ADVISORS, INC. | 14.3K | $1.07M | $284.4K | Added$203.8K |
| Capital Investment Advisory Services, LLC | 14K | $1.05M | −$73.9K | Cut−$73.9K |
| Visionary Wealth Advisors | 14K | $1.05M | −$73.7K | Cut−$522.9K |
| GTS SECURITIES LLC | 13.8K | $1.04M | −$35.7K | Added$496.3K |
| NORTHLAND SECURITIES, INC. | 13.4K | $1.01M | −$70.9K | Cut−$85.6K |
| Farther Finance Advisors, LLC | 13K | $991.7K | −$54.6K | Cut−$299.4K |
| Spartan Wealth Advisory Services LLC | 12.9K | $967.8K | — | Held |
| Independent Wealth Network Inc. | 12.7K | $955.7K | −$66.2K | Cut−$51.7K |
| Prairie Wealth Advisors, Inc. | 0 | $951.8K | — | Cut−$75.4K |
| Focus Partners Wealth | 12.2K | $915.7K | −$102.6K | Cut−$156.4K |
| D. E. Shaw & Co., Inc. | 12.2K | $912.3K | −$37.5K | Added$341.6K |
| Vigil Wealth Management, LLC | 12.1K | $910.5K | −$48K | Added$179.2K |
| Perigon Wealth Management, LLC | 12.1K | $909.1K | −$63.9K | Cut−$94.5K |
| INSTRUMENTAL WEALTH, LLC | 11.7K | $875K | $16.2K | Cut−$681 |
| Hilltop Holdings Inc. | 11.4K | $855.4K | — | New |
| Strategic Wealth Investment Group, LLC | 11.3K | $850.2K | −$43.8K | Added$184.1K |
| O'ROURKE & COMPANY, Inc | 1.12K | $834.7K | $745K | Cut−$65K |
| Bay Capital Advisors, LLC | 11K | $827.9K | −$58.2K | Cut−$58.2K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 10.8K | $812.4K | −$56.3K | Cut−$45.1K |
| Crescent Grove Advisors, LLC | 10.8K | $810K | −$57K | Cut−$94.3K |
| Ameritas Advisory Services, LLC | 10.8K | $809K | −$54.6K | Cut−$22.5K |
| PRINCIPAL SECURITIES, INC. | 10.7K | $805.8K | −$33.8K | Added$291.7K |
| Strategic Advisors LLC | 10.3K | $772.9K | −$54.4K | Cut−$382K |
| Mayflower Financial Advisors, LLC | 10.1K | $762K | −$53.6K | Cut−$66.9K |
| Independent Advisor Alliance | 10.1K | $758.1K | −$53.3K | Cut−$279.7K |
| CIBC Bancorp USA Inc. | 10.1K | $757.7K | — | Held |
| Vigilare Wealth Management | 10.1K | $756.1K | −$53.2K | Cut−$425.7K |
| Spire Wealth Management | 10K | $752K | −$52.8K | Cut−$118.9K |
| ARMSTRONG ADVISORY GROUP, INC | 9.83K | $737.8K | −$51.9K | Cut−$629.1K |
| SFMG, LLC | 9.61K | $721.2K | −$50.7K | Cut−$77.7K |
| Mariner, LLC | 9.49K | $712.6K | −$50.1K | Cut−$138.4K |
| BANK OF MONTREAL /CAN/ | 9.49K | $712.5K | −$50.1K | Cut−$51.7K |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 8.97K | $673.8K | −$47.4K | Cut−$91.6K |
| SMITH, MOORE & CO. | 8.89K | $667.4K | — | New |
| CERTUITY, LLC | 8.74K | $646.1K | −$56.3K | Cut−$56.3K |
| GEM Asset Management, LLC | 8.33K | $625.3K | −$54K | Cut−$54K |
| Snowden Capital Advisors LLC | 8.29K | $622.8K | −$42.8K | Cut−$26.9K |
| Parallel Advisors, LLC | 8.22K | $617.4K | −$39.7K | Added$12.9K |
| Wealthcare Capital Partners, LLC | 8.1K | $608.5K | −$42.8K | Cut−$42.8K |
| UBS Group AG | 7.95K | $597K | −$42K | Cut−$1.83M |
| Clearwater Capital Advisors, LLC | 7.84K | $588.5K | −$41.4K | Cut−$58.3K |
| Game Plan Financial Advisors, LLC | 7.76K | $582.7K | −$41K | Cut−$3.31M |
| EXENCIAL WEALTH ADVISORS, LLC | 7.67K | $576.2K | −$39.4K | Cut−$23.6K |
| HCR Wealth Advisors | 7.66K | $574.8K | −$38.8K | Cut−$16.3K |
| CWM, LLC | 7.61K | $571.6K | $571K | Added$571K |
| Bouchey Financial Group Ltd | 7.61K | $568.9K | −$42.4K | Cut−$42.4K |
| Summit Financial, LLC | 7.49K | $562.4K | −$37.3K | Cut−$5.54K |
| Meridian Wealth Management, LLC | 7.48K | $561.4K | −$39.5K | Cut−$55.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | 7.44K | $558.8K | −$39.3K | Cut−$431.6K |
| CITY HOLDING CO | 7.11K | $534K | −$37.6K | Cut−$98.2K |
| Fairscale Capital, LLC | 7.11K | $533.9K | −$37.5K | Cut−$37.5K |
| Nadler Financial Group, Inc. | 7.07K | $530.5K | −$37.3K | Cut−$61.4K |
| Prospera Financial Services Inc | 7.03K | $528K | −$37.1K | Cut−$38.4K |
| Tradition Wealth Management, LLC | 6.97K | $523.8K | −$36.8K | Cut−$36.8K |
| Laird Norton Wetherby Trust Company, LLC | 6.92K | $519.2K | −$36.5K | Cut−$118.9K |
| Key Client Fiduciary Advisors, LLC | 6.89K | $517.4K | −$36.4K | Cut−$43.9K |
| PFG Investments, LLC | 6.71K | $503.5K | −$32.7K | Added$5K |
| SAX WEALTH ADVISORS, LLC | 6.25K | $502.7K | $0 | Held |
| GRIFFIN ASSET MANAGEMENT, INC. | 6.51K | $489.1K | −$34.4K | Cut−$130.1K |
| Investment Partners Asset Management, Inc. | 6.16K | $462.4K | −$32.5K | Cut−$32.5K |
| Equitable Holdings, Inc. | 5.63K | $452.6K | $0 | Added$12.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5.92K | $450.6K | −$23.9K | Cut−$6.68K |
| MILESTONE ASSET MANAGEMENT, LLC | 5.94K | $446K | −$31.4K | Cut−$616.7K |
| Newman Dignan & Sheerar, Inc. | 5.78K | $433.9K | −$30.5K | Cut−$30.5K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.35K | $430.5K | — | New |
| BARCLAYS PLC | 5.65K | $424K | −$29.8K | Cut−$270.9K |
| CIBC WORLD MARKET INC. | 5.62K | $422K | −$29.7K | Cut−$231.2K |
| Pointe Capital Management LLC | 5.61K | $421.3K | −$29.6K | Cut−$29.6K |
| Sather Financial Group Inc | 5.59K | $419.8K | −$29.5K | Cut−$29.5K |
| Alamea Verwaltungs GmbH | 5.49K | $412.3K | −$11.9K | Cut−$11.9K |
| Union Bancaire Privee, UBP SA | 5.68K | $411.5K | −$50.3K | Cut−$50.3K |
| Kaizen Financial Strategies | 5.22K | $406.1K | −$13.6K | Cut−$21.7K |
| Wealthcare Advisory Partners LLC | 5.34K | $400.7K | −$28.2K | Cut−$28.2K |
| Advisory Services Network, LLC | 5.32K | $399.5K | −$28.1K | Cut−$655.9K |
| PRIMORIS WEALTH ADVISORS, LLC | 5.15K | $386.6K | −$27.2K | Cut−$632.8K |
| World Investment Advisors | 5.13K | $384.8K | −$21.6K | Added$55.9K |
| Apollon Wealth Management, LLC | 5.06K | $379.8K | −$26.7K | Cut−$37.2K |
| BROWN BROTHERS HARRIMAN & CO | 5K | $375.1K | −$26.4K | Cut−$26.4K |
| BECK CAPITAL MANAGEMENT, LLC | 4.99K | $374.3K | −$24K | Added$8.72K |
| Copia Wealth Management | 4.97K | $373.5K | −$26.3K | Cut−$141.3K |
| Three Magnolias Financial Advisors, LLC | 4.9K | $367.9K | −$25.9K | Cut−$25.9K |
| PINNACLE ASSOCIATES LTD | 4.8K | $360.4K | −$20.1K | Added$55K |
| CAHILL FINANCIAL ADVISORS INC | 4.7K | $352.8K | −$24.8K | Cut−$81.5K |
| StoneX Group Inc. | 4.71K | $351.1K | −$28.1K | Cut−$361.2K |
| Essex Financial Services, Inc. | 4.66K | $350.2K | −$24.6K | Cut−$24.6K |
| EP Wealth Advisors, LLC | 4.66K | $350.2K | −$23.8K | Cut−$12.6K |
| CASCADE INVESTMENT GROUP, INC. | 4.6K | $345.4K | −$24.3K | Cut−$24.3K |
| ETF Store, Inc. | 4.55K | $341.4K | −$23.3K | Cut−$13.5K |
| Walleye Trading LLC | 4.5K | $337.9K | — | New |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 4.49K | $336.8K | −$23.7K | Cut−$23.7K |
| Jaffetilchin Investment Partners, LLC | 4.48K | $336.4K | −$23.6K | Cut−$23.4K |
| Envestnet Portfolio Solutions, Inc. | 4.41K | $331.1K | −$14.2K | Added$115.5K |
| KCM INVESTMENT ADVISORS LLC | 4.39K | $329.8K | −$22.9K | Cut−$18.9K |
| Evercore Wealth Management, LLC | 4.36K | $327.4K | −$23K | Cut−$23K |
| PNC Financial Services Group, Inc. | 4.3K | $323K | −$22.2K | Cut−$14.6K |
| Seelaus Asset Management LLC | 4.21K | $316.5K | −$22.3K | Cut−$23.1K |
| Qube Research & Technologies Ltd | 4.21K | $316.5K | −$10.8K | Added$151.4K |
| Alhambra Investment Management LLC | 4.19K | $314.5K | −$22.1K | Cut−$22.1K |
| FLORIDA FINANCIAL ADVISORS, LLC | 4.17K | $313.4K | −$21.4K | Cut−$12K |
| Ranch Capital Advisors Inc. | 4.17K | $312.7K | −$22K | Cut−$151.9K |
| &PARTNERS | 4.13K | $310.1K | −$21.8K | Cut−$64.8K |
| RPG Investment Advisory, LLC | 4.13K | $310K | −$17K | Added$51.6K |
| MUSTICO FINANCIAL GROUP, INC. | 3.93K | $309.1K | −$7.32K | Cut−$2.29K |
| Larson Financial Group LLC | 4.06K | $304.6K | −$21.4K | Cut−$130.7K |
| Ameliora Wealth Management Ltd. | 4K | $300.4K | −$21.1K | Cut−$21.1K |
| Modern Wealth Management, LLC | 3.94K | $300.3K | −$16.6K | Cut−$21.5K |
| Massachusetts Wealth Management | 3.94K | $295.9K | — | New |
| Odyssey Capital Advisors, Inc. | 3.93K | $295.4K | — | New |
| Icahn Capital | 3.92K | $294.6K | −$20.7K | Cut−$23.1K |
| Montecito Bank & Trust | 3.89K | $292.1K | −$20.5K | Cut−$20.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3.87K | $290.3K | −$20.4K | Cut−$36.5K |
| US BANCORP \DE\ | 3.87K | $290.2K | −$20.4K | Cut−$20.4K |
| Apella Capital, LLC | 3.68K | $289.4K | −$6.63K | Cut−$6.63K |
| HARMONY ASSET MANAGEMENT LLC | 3.83K | $287.6K | −$20.2K | Cut−$20.2K |
| AlphaCore Capital LLC | 3.82K | $286.7K | −$20.2K | Cut−$22.1K |
| Hudson Value Partners, LLC | 3.8K | $285.3K | −$23.4K | Cut−$23.4K |
| SAXON INTERESTS, INC. | 3.8K | $285.3K | −$20.1K | Cut−$147K |
| STEPHENS INC /AR/ | 3.75K | $282K | −$19.8K | Cut−$19.8K |
| Csenge Advisory Group | 3.75K | $281.7K | −$15.8K | Added$41.7K |
| TRUIST FINANCIAL CORP | 3.72K | $279.5K | −$19.2K | Cut−$12.3K |
| IPG Investment Advisors LLC | 3.71K | $279K | −$19.6K | Cut−$19.6K |
| Joel Isaacson & Co., LLC | 3.7K | $278.1K | −$19.6K | Cut−$19.6K |
| Core Wealth Partners LLC | 3.68K | $276.6K | −$19.4K | Cut−$19.4K |
| CVA Family Office, LLC | 3.65K | $274.1K | −$19.3K | Cut−$19.3K |
| GLOBALT Investments LLC / GA | 3.5K | $262.8K | −$18.5K | Cut−$18.5K |
| Elk River Wealth Management LLC | 3.5K | $262.8K | −$18.5K | Cut−$18.5K |
| Cornerstone Wealth Management, LLC | 3.45K | $259.4K | −$18.2K | Cut−$18.2K |
| Prime Capital Investment Advisors, LLC | 3.44K | $258K | −$17.9K | Cut−$14K |
| Kestra Investment Management, LLC | 3.43K | $257.8K | — | New |
| Everest Financial Group LLC | 3.4K | $255.2K | — | New |
| Vontobel Holding Ltd. | 3.39K | $254.5K | −$17.9K | Cut−$610.1K |
| WEALTHGARDEN F.S. LLC | 3.34K | $250.8K | −$17K | Cut−$15.5K |
| Jacksonville Wealth Management, LLC | 3.33K | $250.4K | −$17.6K | Cut−$19.8K |
| Financial Partners Group, Inc | 3.31K | $248.5K | −$7.15K | Cut−$35.6K |
| Beaumont Financial Advisors, LLC | 3.24K | $243K | −$17.1K | Cut−$17.1K |
| Bryn Mawr Trust Advisors, LLC | 3.2K | $240.3K | −$16.9K | Cut−$16.9K |
| Pinnacle Wealth Management Advisory Group, LLC | 3.18K | $238.8K | — | New |
| Sloy Dahl & Holst, LLC | 3.15K | $236.2K | −$16.6K | Cut−$16.6K |
| River Street Advisors LLC | 3.13K | $235K | −$16.5K | Cut−$16.5K |
| LAKE STREET PRIVATE WEALTH, LLC | 3.08K | $231.3K | −$16.3K | Cut−$22.3K |
| Urban Wealth Management, LLC | 3.03K | $227.7K | −$13.6K | Added$20.7K |
| Merit Financial Group, LLC | 3.02K | $226.5K | −$15.9K | Cut−$22.7K |
| CURA WEALTH ADVISORS, LLC | 3K | $225.3K | −$15.8K | Cut−$15.8K |
| FIFTH THIRD BANCORP | 2.94K | $220.8K | — | New |
| MONECO ADVISORS, LLC | 2.92K | $219.5K | −$13.7K | Added$11.1K |
| Robertson Stephens Wealth Management, LLC | 2.89K | $216.9K | −$15.3K | Cut−$15.7K |
| Rathbones Group PLC | 2.85K | $214K | −$15K | Cut−$15K |
| Patriot Financial Group Insurance Agency, LLC | 2.84K | $213K | — | New |
| CENTRAL VALLEY ADVISORS, LLC | 2.83K | $212.9K | −$15K | Cut−$71.2K |
| BOURGEON CAPITAL MANAGEMENT LLC | 2.81K | $210.6K | −$14.8K | Cut−$14.8K |
| Global Financial Private Client, LLC | 2.8K | $210K | −$14.8K | Cut−$14.8K |
| Sigma Planning Corp | 2.7K | $202.5K | −$13.6K | Cut−$4.85K |
| CLIENT 1ST ADVISORY GROUP, LLC | 2.69K | $202.4K | −$14.2K | Cut−$14.2K |
| Nicholas Hoffman & Company, LLC. | 2.68K | $201K | −$14.1K | Cut−$14.1K |
| HighPoint Advisor Group LLC | 2.67K | $200.5K | −$14.1K | Cut−$22.1K |
| Wellington Shields & Co., LLC | 2.55K | $191.5K | −$13.5K | Cut−$138K |
| FWL INVESTMENT MANAGEMENT, LLC | 2.46K | $184.7K | −$11.4K | Added$11.1K |
| JPMORGAN CHASE & CO | 2.47K | $179K | −$19.6K | Cut−$145.2K |
| NATIONAL BANK OF CANADA /FI/ | 2.38K | $178.7K | −$12.6K | Cut−$13.4K |
| Boreal Capital Management LLC | 2.27K | $170.8K | −$12K | Cut−$12K |
| Wellington Shields Capital Management, LLC | 2.17K | $162.7K | −$11.4K | Cut−$92.8K |
| Kilter Group LLC | 2.13K | $159.7K | −$11.2K | Cut−$218K |
| GLENMEDE TRUST CO NA | 1.95K | $146.1K | −$10.3K | Cut−$76.6K |
| Pacific Center for Financial Services | 1.9K | $142.5K | −$22.2K | Cut−$22.1K |
| Western Wealth Management, LLC | 1.74K | $130.3K | −$9.14K | Cut−$587.9K |
| Keating Financial Advisory Services, Inc. | 1.63K | $122.6K | −$8.28K | Cut−$3.4K |
| FRANKLIN RESOURCES INC | 1.59K | $119.5K | −$8.4K | Cut−$8.32K |
| AE Wealth Management LLC | 1.55K | $116.3K | −$4.81K | Added$43.4K |
| HUNTINGTON NATIONAL BANK | 1.44K | $108.3K | −$244 | Added$104.6K |
| BARRETT & COMPANY, INC. | 1.26K | $94.3K | −$6.6K | Cut−$6.6K |
| Allworth Financial LP | 1.25K | $94K | −$6.61K | Cut−$6.61K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.08K | $88.6K | $1.84K | Added$1.84K |
| EVERMAY WEALTH MANAGEMENT LLC | 1.09K | $82.2K | −$5.78K | Cut−$5.78K |
| CHILTON CAPITAL MANAGEMENT LLC | 1.07K | $80.6K | −$5.67K | Cut−$5.67K |
| WELLS FARGO & COMPANY/MN | 1.06K | $79.8K | −$5.57K | Cut−$117.9K |
| Evelyn Partners Investment Management Services Ltd | 1.04K | $78.3K | −$5.51K | Cut−$5.51K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.02K | $76.9K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.01K | $75.7K | −$5.28K | Cut−$5.28K |
Who left
- HELIOS CAPITAL MANAGEMENT PTE. LTD$5.38M
- Trivium Point Advisory, LLC$1.75M
- NewEdge Advisors, LLC$1.3M
- IFG Advisory, LLC$1.06M
- Larry Mathis Financial Planning, LLC$784.6K
- Orion Porfolio Solutions, LLC$739.7K
- BFI Infinity Ltd.$600.2K
- JANE STREET GROUP, LLC$550.4K
- KINTRA WEALTH, LLC$341.1K
- Diversify Advisory Services, LLC$319.8K
- INSIGNEO ADVISORY SERVICES, LLC$285.6K
- OneDigital Investment Advisors LLC$258.8K
- Sound View Wealth Advisors Group, LLC$253.2K
- Moors & Cabot, Inc.$238.7K
- IHT Wealth Management, LLC$225.5K
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.