Stock
Capital Group Core Balanced
Ticker not mapped · held by 318 managers
Reported value
$3.86B
Holders
318
+32 new · −18 exited
Holders’ est. mark
−$3.45M
Price effect on 235 books still in the name
Largest holder
$513M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $7.66M
- Fidelity0.0% · $38.8K
- Icahn Capital0.0% · $446.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 14.9M | $513M | −$11.6M | Added$68.7M |
| Advance Capital Management, Inc. | 12M | $412M | −$8.63M | Added$80.4M |
| ENVESTNET ASSET MANAGEMENT INC | 8.24M | $283.7M | −$6.39M | Added$38.3M |
| WELLS FARGO & COMPANY/MN | 7.63M | $262.7M | −$4.25M | Added$99.4M |
| MORGAN STANLEY | 5.43M | $186.9M | −$3.74M | Added$43.4M |
| Cetera Investment Advisers | 4.05M | $139.3M | −$3.06M | Added$21.8M |
| Forge Financial Services LLC | 3.77M | $129.6M | — | New |
| RAYMOND JAMES FINANCIAL INC | 3.72M | $128M | −$2.39M | Added$36.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.24M | $111.6M | −$2.54M | Added$14.1M |
| OSAIC HOLDINGS, INC. | 2.81M | $96.6M | −$2.4M | Added$4.49M |
| ROYAL BANK OF CANADA | 2.34M | $80.4M | −$1.86M | Added$9.36M |
| CWM, LLC | 2.23M | $76.7M | $74.5M | Added$76.6M |
| Aprio Wealth Management, LLC | 1.91M | $65.6M | −$1.67M | Added$1.69M |
| JONES FINANCIAL COMPANIES LLLP | 1.94M | $65.6M | −$2.28M | Added$12.4M |
| Kestra Advisory Services, LLC | 1.57M | $54.1M | −$1.2M | Added$8.13M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.35M | $46.7M | −$1.94M | Cut−$26.5M |
| STIFEL FINANCIAL CORP | 1.27M | $43.7M | −$970.3K | Added$6.41M |
| J. Derek Lewis & Associates Inc. | 1.24M | $42.6M | −$1M | Added$2.12M |
| MML INVESTORS SERVICES, LLC | 1.05M | $36.1M | −$898.4K | Added$1.62M |
| HARBOUR INVESTMENTS, INC. | 970.6K | $33.4M | −$562.6K | Added$11.8M |
| BENJAMIN EDWARDS INC | 941.9K | $32.4M | −$595K | Added$9.57M |
| &PARTNERS | 855.5K | $29.4M | −$725.6K | Added$4.28M |
| ST GERMAIN D J CO INC | 696.4K | $24M | −$631.5K | Cut−$288.2K |
| KWB Wealth | 670.9K | $23.7M | $13 | Cut−$89.6K |
| Private Advisor Group, LLC | 591K | $20.3M | −$437.6K | Added$3.53M |
| Concurrent Investment Advisors, LLC | 572.9K | $19.7M | −$527.1K | Cut−$10.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | 562.9K | $19.4M | −$456.9K | Added$1.84M |
| Greenbush Financial Group, LLC | 551.2K | $19M | −$473.8K | Added$774.8K |
| Compton Financial Group, LLC | 543.2K | $18.7M | −$20.8K | Added$17.9M |
| Confluence Wealth Services, Inc. | 532.4K | $18.3M | −$453.1K | Added$917K |
| FLAGSHIP HARBOR ADVISORS, LLC | 516.9K | $17.8M | −$261.4K | Added$7.75M |
| Mariner, LLC | 482.7K | $16.6M | −$404K | Added$1.1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 481.8K | $16.6M | −$441.5K | Cut−$376.9K |
| Mesirow Financial Investment Management, Inc. | 439.4K | $15.1M | −$233.3K | Added$6.17M |
| Smartleaf Asset Management LLC | 426.7K | $14.4M | −$688.6K | Added$199.8K |
| World Investment Advisors | 381.9K | $13.1M | −$252K | Added$3.46M |
| D.A. DAVIDSON & CO. | 352.7K | $12.1M | −$271.7K | Added$1.7M |
| Gateway Wealth Partners, LLC | 350.4K | $12.1M | −$59.4K | Added$9.77M |
| Apollon Wealth Management, LLC | 347.5K | $12M | −$236.2K | Added$2.89M |
| PCG Wealth Advisors, LLC | 347K | $11.9M | −$207.9K | Added$3.96M |
| CARY STREET PARTNERS FINANCIAL LLC | 343.6K | $11.8M | −$316.1K | Cut−$763.1K |
| B. Riley Wealth Advisors, Inc. | 344.3K | $11.6M | −$533.7K | Cut−$1.91M |
| JANE STREET GROUP, LLC | 329K | $11.3M | −$184K | Added$4.25M |
| IFP Advisors, Inc | 328.8K | $11.3M | −$291.8K | Added$108.2K |
| Hartmann Taylor Wealth Management, LLC | 326.2K | $11.2M | −$297.4K | Cut−$196.5K |
| Johnson Bixby & Associates, LLC | 323.3K | $11.1M | −$291.5K | Cut−$70K |
| High Net Worth Advisory Group LLC | 317K | $10.9M | −$272.2K | Added$455.5K |
| SMITH, MOORE & CO. | 316.9K | $10.9M | −$282.9K | Added$38.7K |
| Base Wealth Management LLC | 315.3K | $10.8M | −$290K | Cut−$1.18M |
| Quantum Financial Planning Services, Inc. | 312.8K | $10.8M | −$287.7K | Cut−$510.7K |
| ASSETMARK, INC | 310.6K | $10.7M | −$207.2K | Added$2.73M |
| Capital Management Associates, Inc | 299.4K | $10.3M | −$249K | Added$740.3K |
| Stratos Wealth Partners, LTD. | 299.2K | $10.3M | −$251.3K | Added$646.2K |
| Capital Group Private Client Services, Inc. | 297.8K | $10.2M | −$191.3K | Added$2.9M |
| Boyer Financial Services, Inc. | 292.9K | $10.1M | −$289.5K | Added$1.05M |
| Clarity Wealth Advisors, LLC | 292.3K | $10.1M | −$190.2K | Added$2.76M |
| Merit Financial Group, LLC | 290.4K | $9.99M | −$223.9K | Added$1.4M |
| FOUNDERS FINANCIAL SECURITIES LLC | 278.5K | $9.97M | $109.1K | Added$1.77M |
| BANK OF AMERICA CORP /DE/ | 282.7K | $9.73M | −$146K | Added$4.12M |
| Geneos Wealth Management Inc. | 280.4K | $9.65M | −$248.5K | Added$105.5K |
| LongView Wealth Management | 264.3K | $9.62M | $31.9K | Added$734K |
| UBS Group AG | 278.2K | $9.57M | −$185K | Added$2.47M |
| Cullen/Frost Bankers, Inc. | 259.8K | $8.94M | −$234.2K | Cut−$53.3K |
| AdvisorNet Financial, Inc | 241.7K | $8.32M | −$43K | Added$6.66M |
| SEAMOUNT FINANCIAL GROUP INC | 241.3K | $8.3M | −$178.3K | Added$1.46M |
| Venture Visionary Partners LLC | 237.7K | $8.18M | −$334.9K | Added$129.3K |
| HighTower Advisors, LLC | 227K | $7.81M | −$193.6K | Added$378.4K |
| Integrated Wealth Concepts LLC | 226.5K | $7.79M | −$179.4K | Added$906.3K |
| Citadel | 222.5K | $7.66M | −$154.1K | Added$1.74M |
| Essex Financial Services, Inc. | 217.3K | $7.48M | −$150.5K | Added$1.7M |
| Independent Advisor Alliance | 216.5K | $7.45M | — | New |
| ENDEAVOR PRIVATE WEALTH, INC. | 203.9K | $7.04M | −$161.8K | Cut−$555.3K |
| CLG LLC | 204.4K | $7.03M | −$151.2K | Added$1.23M |
| Patriot Financial Group Insurance Agency, LLC | 202.5K | $6.97M | −$48.2K | Added$5.12M |
| Worth Asset Management, LLC | 196.3K | $6.76M | −$180.6K | Cut−$206.9K |
| Advisory Services Network, LLC | 191.2K | $6.58M | −$145.7K | Added$985K |
| Equitable Holdings, Inc. | 185.9K | $6.57M | −$2.34K | Added$989.7K |
| Westside Investment Management, Inc. | 179.6K | $6.18M | −$134.5K | Added$1.01M |
| Tempus Wealth Planning, LLC | 174K | $5.99M | −$154.5K | Added$54.6K |
| TRUIST FINANCIAL CORP | 171.2K | $5.89M | −$117.1K | Added$1.4M |
| Kingsview Wealth Management, LLC | 170.5K | $5.87M | −$156.9K | Cut−$386.3K |
| Prospera Financial Services Inc | 166.8K | $5.74M | −$136.3K | Added$507.7K |
| Bleakley Financial Group, LLC | 165K | $5.68M | −$128.2K | Added$756K |
| SAGESPRING WEALTH PARTNERS, LLC | 164.1K | $5.65M | −$127.7K | Added$740.8K |
| Clear Creek Financial Management, LLC | 163.6K | $5.63M | −$96.4K | Added$1.93M |
| Michael Brady & Co., LLC | 162.9K | $5.61M | −$136.3K | Added$370K |
| Rockefeller Capital Management L.P. | 157.6K | $5.42M | −$81.2K | Added$2.3M |
| Valmark Advisers, Inc. | 156K | $5.37M | −$109.1K | Added$1.18M |
| Merited Wealth, LLC | 155.3K | $5.34M | −$138.7K | Added$18.7K |
| Integrity Advisory Solutions, LLC | 147.8K | $5.09M | −$134K | Cut−$58.2K |
| WealthCare Investment Partners, LLC | 146.2K | $5.07M | −$125.7K | Cut−$136.3K |
| First Heartland Consultants, Inc. | 146K | $5.02M | −$122.8K | Added$306.9K |
| CVFG LLC | 143.5K | $4.94M | −$113.4K | Added$581.5K |
| Sunbelt Securities, Inc. | 142.5K | $4.9M | −$130.6K | Cut−$111K |
| Sigma Planning Corp | 141.6K | $4.87M | −$114.1K | Added$488.3K |
| Envestnet Portfolio Solutions, Inc. | 139.2K | $4.79M | −$110K | Added$567.8K |
| CAPTRUST FINANCIAL ADVISORS | 138.1K | $4.75M | −$119.3K | Added$168.1K |
| AA Financial Advisors, LLC | 136.3K | $4.69M | −$59.7K | Added$2.4M |
| Koshinski Asset Management, Inc. | 136.1K | $4.68M | −$107K | Added$575K |
| Gerber Kawasaki Wealth & Investment Management | 135.7K | $4.67M | −$113.8K | Added$298.7K |
| PFG Advisors | 131K | $4.51M | −$99.9K | Added$671.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 129.9K | $4.47M | −$102.4K | Added$538.8K |
| Challenger Wealth Management | 124.3K | $4.28M | −$114.4K | Cut−$179K |
| DAVENPORT & Co LLC | 122.9K | $4.23M | −$81.9K | Added$1.08M |
| Onyx Bridge Wealth Group LLC | 122.5K | $4.22M | −$102.9K | Added$180.3K |
| Steward Partners Investment Advisory, LLC | 121K | $4.16M | −$67.7K | Added$1.56M |
| CWS Financial Advisors, LLC | 121K | $4.16M | −$98.7K | Added$372.9K |
| AMERIPRISE FINANCIAL INC | 120.7K | $4.15M | −$111.1K | Cut−$972.2K |
| Taylor Financial Group, Inc. | 116K | $3.99M | −$102.5K | Added$56.3K |
| Cassady Wealth & Retirement Planning, LLC | 107.5K | $3.94M | $128.5K | Added$527.9K |
| VVR Holdings LLC | 112.2K | $3.86M | −$65.6K | Added$1.34M |
| KINTRA WEALTH, LLC | 107.8K | $3.71M | −$6.51K | Added$3.46M |
| HighPoint Advisor Group LLC | 103.5K | $3.56M | −$45.1K | Added$1.83M |
| JPMORGAN CHASE & CO | 102.6K | $3.47M | −$88.3K | Added$1.45M |
| StrongBox Wealth, LLC | 98.1K | $3.38M | −$76.8K | Added$425.3K |
| FIFTH THIRD BANCORP | 97.1K | $3.34M | — | New |
| Blueprint Investment Partners LLC | 96.5K | $3.32M | −$76.1K | Added$399.3K |
| Blueprint Financial Advisors LLC | 96.5K | $3.32M | −$76.1K | Added$399.3K |
| Stratos Wealth Advisors, LLC | 95.1K | $3.27M | −$74.7K | Added$403.4K |
| Continuum Advisory, LLC | 94K | $3.24M | −$64.5K | Added$760.4K |
| Sovran Advisors, LLC | 87.8K | $3.22M | $36.8K | Added$118.6K |
| WNY Asset Management, LLC | 93.4K | $3.21M | — | Held |
| RFG Advisory, LLC | 88.9K | $3.06M | −$81.1K | Cut−$56K |
| Mutual Advisors, LLC | 88.4K | $3.04M | −$54K | Added$965.8K |
| DAHRING | CUSMANO LLC | 87.2K | $3M | −$54.8K | Added$895.7K |
| J HAGAN CAPITAL, INC. | 83.5K | $2.87M | −$76.8K | Cut−$510.9K |
| Mascagni Wealth Management, Inc. | 78.9K | $2.72M | −$67.2K | Added$134.8K |
| Burford Brothers, Inc. | 71.4K | $2.46M | −$62.9K | Added$40.4K |
| Vestmark Advisory Solutions, Inc. | 68K | $2.34M | — | New |
| STEPHENS INC /AR/ | 59.1K | $2.03M | −$54.4K | Cut−$230.7K |
| Security Financial Services, INC. | 57.5K | $1.98M | −$45.1K | Added$248K |
| Creekside Partners | 57.5K | $1.98M | −$48K | Added$134.1K |
| Asset Allocation Strategies LLC | 56.6K | $1.95M | −$14K | Added$1.41M |
| MGO ONE SEVEN LLC | 56.4K | $1.94M | −$49.9K | Added$21.9K |
| Ausdal Financial Partners, Inc. | 53.6K | $1.84M | −$43K | Added$191.8K |
| EverSource Wealth Advisors, LLC | 51.1K | $1.76M | — | New |
| Bare Financial Services, Inc | 51.1K | $1.76M | −$40.7K | Added$193.5K |
| NWF Advisory Services Inc. | 51K | $1.75M | −$40.5K | Added$199.4K |
| HBW ADVISORY SERVICES LLC | 50.5K | $1.74M | −$41.8K | Added$131.6K |
| Keystone Wealth Services, LLC | 47.8K | $1.65M | −$44K | Cut−$56.8K |
| Keystone Financial Group | 47.2K | $1.63M | −$28.7K | Added$522.9K |
| CCG WEALTH MANAGEMENT, LLC | 46K | $1.59M | −$6.99K | Added$1.28M |
| VestGen Advisors, LLC | 42.2K | $1.57M | $82.3K | Cut−$1.7M |
| Carson Advisory Inc. | 45.7K | $1.57M | −$13.4K | Added$1.06M |
| VICUS CAPITAL | 45.4K | $1.56M | −$30.3K | Added$397K |
| Lantern Wealth Advisors, LLC | 45K | $1.55M | −$17.8K | Added$866K |
| Bank of New York Mellon Corp | 44.4K | $1.53M | −$11.8K | Added$1.07M |
| Sun Financial Inc | 40.7K | $1.53M | $89K | Added$112.3K |
| Western Wealth Management, LLC | 43.9K | $1.51M | −$31.9K | Added$284.2K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 43.2K | $1.49M | −$41.5K | Cut−$206K |
| Smith Thornton Advisors LLC | 43K | $1.48M | −$34.5K | Added$154K |
| INDEPENDENT FINANCIAL GROUP, LLC | 41.4K | $1.42M | −$38K | Cut−$388.9K |
| United Advisor Group, LLC | 41K | $1.41M | −$37.1K | Cut−$15.6K |
| TITLEIST ASSET MANAGEMENT, LLC | 40.8K | $1.4M | −$33.8K | Added$104.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 39.8K | $1.37M | −$29.9K | Added$222.1K |
| ASHTON THOMAS SECURITIES, LLC | 38.2K | $1.31M | −$33.7K | Added$20.3K |
| Advisor OS, LLC | 35.9K | $1.23M | −$28K | Added$158.9K |
| Beacon Financial Advisory LLC | 35.4K | $1.22M | −$32.5K | Cut−$312.9K |
| LEIGH BALDWIN & CO., LLC | 35.3K | $1.21M | −$31.5K | Cut−$5.76K |
| RIA Advisory Group LLC | 35.3K | $1.21M | −$31K | Added$21.1K |
| Independent Wealth Network Inc. | 34.2K | $1.18M | −$25.8K | Added$184.6K |
| Nautilus Advisors LLC | 34.2K | $1.18M | −$31.4K | Cut−$74.7K |
| Wisconsin Wealth Advisors, LLC | 33.6K | $1.15M | −$30.9K | Cut−$31.7K |
| Englebert Financial Advisers, LLC | 33.2K | $1.14M | −$30.6K | Cut−$798K |
| Brookwood Investment Group LLC | 33.2K | $1.14M | −$28.7K | Added$38.7K |
| Baird Financial Group, Inc. | 32.9K | $1.13M | −$30.2K | Cut−$6.37M |
| Richmond Investment Services, LLC | 32.6K | $1.12M | −$19.8K | Added$362.4K |
| CERTIOR FINANCIAL GROUP, LLC | 32.1K | $1.1M | −$21K | Added$295.8K |
| Summit Financial, LLC | 31.1K | $1.07M | −$24.5K | Cut−$15.8K |
| Synergy Investment Management, LLC | 30.7K | $1.06M | −$28.3K | Cut−$28.3K |
| Capital Investment Advisory Services, LLC | 30.5K | $1.05M | −$19.4K | Added$305.7K |
| Dakota Wealth Management | 30.3K | $1.05M | −$20.6K | Added$148.3K |
| Williams & Novak, LLC | 29.4K | $1.02M | −$10.7K | Added$491.3K |
| Visionary Wealth Advisors | 29.4K | $1.01M | −$23K | Added$127.6K |
| Latitude Advisors, LLC | 28.2K | $971.3K | −$20.3K | Added$193.1K |
| Northwest Financial Advisors | 26.4K | $908.8K | −$17.6K | Added$234.4K |
| Advyzon Investment Management, LLC | 26.4K | $907.2K | −$20.5K | Added$121.8K |
| Lantz Financial LLC | 25.5K | $875.9K | −$13.7K | Added$350.5K |
| Farther Finance Advisors, LLC | 24.8K | $859.9K | −$17.9K | Cut−$985.3K |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 24.9K | $856.6K | −$21.5K | Added$32.2K |
| PRIVATE TRUST CO NA | 24.6K | $847.4K | −$11.4K | Added$407.8K |
| KINGSWOOD WEALTH ADVISORS, LLC | 24.5K | $841.6K | — | New |
| tru Independence LLC | 24.2K | $833.7K | −$10.3K | Added$437.8K |
| Focus Partners Advisor Solutions, LLC | 23.6K | $812.2K | −$21.7K | Cut−$88.3K |
| ROTHSCHILD INVESTMENT LLC | 23.5K | $807.1K | −$8.99K | Added$461.9K |
| SFG Wealth Management, LLC. | 23.4K | $805.9K | −$21.3K | Cut−$10.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 21.8K | $790.5K | $1.33K | Added$185.1K |
| IHT Wealth Management, LLC | 22.4K | $772.2K | −$20.6K | Cut−$34.5K |
| Bridgewealth Advisory Group, LLC | 21.7K | $746.6K | −$17.3K | Added$80.9K |
| Regal Investment Advisors LLC | 21.7K | $745.8K | −$14K | Added$208.4K |
| Accel Wealth Management | 21.3K | $731.3K | −$16K | Added$118.2K |
| KPP Advisory Services LLC | 21K | $722K | −$16.7K | Added$82.5K |
| UHLMANN PRICE SECURITIES, LLC | 20.9K | $719.1K | −$19.2K | Cut−$19.2K |
| Strategic Blueprint, LLC | 20.9K | $718.2K | −$18.8K | Cut−$2.95K |
| Walkner Condon Financial Advisors LLC | 20.5K | $706K | −$11K | Added$284.3K |
| Pines Wealth Management, LLC | 20.4K | $702.6K | −$18.8K | Cut−$18.4K |
| Colonial River Investments, LLC | 20.3K | $698.3K | −$16K | Added$83.4K |
| Armstrong, Fleming & Moore, Inc | 19.2K | $660.1K | −$17.6K | Cut−$14K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19.1K | $655.7K | −$15.4K | Added$64.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 18.3K | $630K | −$14.8K | Added$63.5K |
| Strategic Financial Concepts, LLC | 18.2K | $626.7K | −$5.89K | Added$400.4K |
| Advisor Resource Council | 18K | $618.5K | −$24.4K | Cut−$236.6K |
| ADVISORTRUST PARTNERS, LLC | 17.6K | $606.2K | −$7.6K | Added$314.4K |
| Tudor Financial Inc. | 17.2K | $592.7K | −$14.7K | Added$27.4K |
| Atria Investments, Inc | 17.2K | $591.8K | — | New |
| Focus Partners Wealth | 16.7K | $574.9K | −$15.3K | Cut−$12.3K |
| Balboa Wealth Partners | 16.6K | $572.1K | −$14.8K | Added$2.48K |
| Prepared Retirement Institute LLC | 16.3K | $561.8K | −$13.1K | Added$60.6K |
| Owen LaRue, LLC | 15.8K | $543.7K | −$14.5K | Cut−$14.5K |
| SILVER OAK SECURITIES, INCORPORATED | 15.7K | $539K | −$11.2K | Added$173.6K |
| Arax Advisory Partners | 15.2K | $522.5K | −$10.5K | Added$118.7K |
| FINANCIAL MANAGEMENT NETWORK INC | 14.5K | $520.4K | $2.99K | Added$96.9K |
| McNamara Financial Services, Inc. | 15.1K | $518K | −$13.6K | Cut−$5.87K |
| Coastal Bridge Advisors, LLC | 14.9K | $513.9K | −$6.19K | Added$276K |
| 44 WEALTH MANAGEMENT LLC | 14.8K | $508.3K | — | New |
| Souders Financial Advisors | 14.6K | $503.5K | — | New |
| Lodestone Wealth Management LLC | 14.2K | $489.5K | −$13.1K | Cut−$20.6K |
| RICHARDS, MERRILL & PETERSON, INC. | 14.2K | $487K | −$12.8K | Cut−$4.93K |
| OakTrust Wealth Advisors, LLC | 14K | $483.4K | −$12.9K | Cut−$502.1K |
| PFG Investments, LLC | 13.8K | $475.6K | −$10.2K | Added$82.3K |
| Spinnaker Investment Group, LLC | 13.6K | $467.8K | −$12.5K | Cut−$41K |
| Mayflower Financial Advisors, LLC | 13.3K | $459.2K | −$12.3K | Cut−$12.3K |
| Icahn Capital | 13K | $446.6K | −$11.9K | Cut−$11.9K |
| HUB Investment Partners, LLC | 12.7K | $436.7K | −$11.7K | Cut−$44K |
| Duncan Williams Asset Management, LLC | 12.6K | $432.3K | — | New |
| Modern Wealth Management, LLC | 12.4K | $429.7K | −$8.45K | Added$14.1K |
| Ameritas Advisory Services, LLC | 12.3K | $424.5K | −$11.3K | Cut−$9.8K |
| Southland Equity Partners LLC | 12.3K | $423.5K | −$10K | Added$38.8K |
| TD Waterhouse Canada Inc. | 12.2K | $422.8K | −$6.24K | Added$107.8K |
| INTEGRITY ALLIANCE, LLC. | 12.3K | $422.5K | −$11.3K | Cut−$844.1K |
| AMERIFLEX GROUP, INC. | 12.3K | $422.1K | — | New |
| Jacobi Capital Management LLC | 12.2K | $418.5K | −$7.85K | Added$117.1K |
| MSH Capital Advisors LLC | 12.1K | $417.2K | −$10.9K | Cut−$2.5K |
| MAGNOLIA CAPITAL ADVISORS LLC | 11.6K | $397.7K | −$10.2K | Added$4.45K |
| OneAscent Financial Services LLC | 11.5K | $396.5K | −$7.15K | Added$121.8K |
| Stonebridge Financial Group, LLC / MO | 11.5K | $396.1K | −$8.03K | Added$87.7K |
| WARNER FINANCIAL, INC | 10.9K | $377K | $376.6K | Added$376.6K |
| Spire Wealth Management | 10.9K | $376K | −$10.1K | Cut−$10.1K |
| TCFG Investment Advisors, LLC | 10.9K | $374K | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 10.9K | $374K | — | New |
| Transcendent Capital Group LLC | 10.8K | $372.9K | −$9.42K | Added$10.5K |
| Birchwood Financial Partners, Inc. | 10.8K | $370.6K | −$4.43K | Added$200K |
| Parsonex Advisory Services, Inc. | 10.7K | $367.6K | −$9.83K | Cut−$20.1K |
| Intrua Financial, LLC | 10.2K | $349.5K | −$8.66K | Added$17.2K |
| SWEENEY & MICHEL, LLC | 9.64K | $348.2K | −$2.16K | Added$102.2K |
| Focus Financial Network, Inc. | 9.88K | $341.1K | — | New |
| Hilltop Holdings Inc. | 9.7K | $333.8K | −$8.92K | Cut−$10.7K |
| Kovack Advisors, Inc. | 9.58K | $330.9K | −$7.49K | Cut−$11K |
| Sanctuary Advisors, LLC | 9.56K | $328.8K | −$8.41K | Added$5.91K |
| Financial Perspectives, Inc | 9.37K | $322.3K | −$7.62K | Added$29.6K |
Who left
- NewEdge Advisors, LLC$11.6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.61M
- OLD MISSION CAPITAL LLC$2.04M
- Kestra Investment Management, LLC$897.8K
- Davies Financial Advisors, Inc.$687.5K
- AXXCESS WEALTH MANAGEMENT, LLC$615K
- Renaissance Technologies$459.3K
- GTS SECURITIES LLC$453.8K
- Skyline Advisors, Inc.$269.4K
- FRANKLIN RESOURCES INC$266.3K
- Savvy Advisors, Inc.$256.8K
- KEYBANK NATIONAL ASSOCIATION/OH$203.4K
- Wealthspire Retirement, LLC$200.3K
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$200.1K
- Cascades Capital Asset Management, LLC$101.6K
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.