Stock
Reported value
$5.95B
Holders
431
+35 new · −23 exited
Holders’ est. mark
$144.8M
Price effect on 238 books still in the name
Largest holder
$1.02B
GOLDMAN SACHS GROUP INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $3.24M
- Icahn Capital0.0% · $643.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 20.7M | $1.02B | $26.5M | Added$33.6M |
| AMERIPRISE FINANCIAL INC | 14.4M | $713.9M | $18.7M | Added$28.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.57M | $374.1M | $9.77M | Added$831.6K |
| MORGAN STANLEY | 7.52M | $371.6M | $9.7M | Added$4.16M |
| BANK OF AMERICA CORP /DE/ | 6.42M | $316.9M | $8.28M | Added$7.33M |
| ENVESTNET ASSET MANAGEMENT INC | 4.26M | $210.6M | $2.71M | Added$109.5M |
| LPL Financial LLC | 4.13M | $204.1M | $5.33M | Cut−$27.8M |
| Corient Private Wealth LLC | 3.69M | $182.2M | $4.57M | Cut−$26.1M |
| WELLS FARGO & COMPANY/MN | 3.24M | $159.8M | $4.02M | Added$9.89M |
| RAYMOND JAMES FINANCIAL INC | 2.57M | $127M | $3.25M | Added$5.65M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2.29M | $113.3M | $2.96M | Cut−$609.8K |
| Cetera Investment Advisers | 1.75M | $86.6M | $1.95M | Added$14.1M |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 1.53M | $75.4M | $1.96M | Added$2.31M |
| Bleakley Financial Group, LLC | 1.5M | $74M | $1.64M | Added$12.8M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.5M | $74M | $1.92M | Added$2.49M |
| UBS Group AG | 1.29M | $63.8M | $1.67M | Cut−$861.9K |
| ROYAL BANK OF CANADA | 1.27M | $62.6M | $1.63M | Cut−$6.16M |
| BANK OF MONTREAL /CAN/ | 1.19M | $58.8M | $1.54M | Added$685.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.17M | $58.4M | $828.3K | Cut−$52.6M |
| OSAIC HOLDINGS, INC. | 987.2K | $48.8M | $1.27M | Cut−$1.72M |
| Beacon Pointe Advisors, LLC | 954.1K | $47.1M | $1.16M | Added$4.04M |
| FIFTH THIRD BANCORP | 927.4K | $45.8M | $12.7K | Added$45.3M |
| Hilltop Partners LLC | 924.4K | $45.7M | $786.1K | Added$16.3M |
| HSBC HOLDINGS PLC | 875.1K | $43.2M | $1.12M | Added$1.59M |
| Wealthcare Advisory Partners LLC | 794.8K | $39.3M | $987.4K | Added$2.44M |
| Crewe Advisors LLC | 763.5K | $37.7M | $973.2K | Added$1.42M |
| MERCER GLOBAL ADVISORS INC /ADV | 725.3K | $35.8M | $935.7K | Cut−$25.7M |
| Focus Partners Wealth | 721.2K | $35.6M | $929.2K | Cut−$9.72M |
| SACHEM HILL LLC | 716K | $35.4M | $923.6K | Added$517.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 693.6K | $34.3M | $894.8K | Cut−$11.8M |
| Whitaker-Myers Wealth Managers, LTD. | 677.8K | $33.5M | $850.4K | Added$1.77M |
| STIFEL FINANCIAL CORP | 607.9K | $30M | $784.2K | Added$598K |
| TRUIST FINANCIAL CORP | 590.4K | $29.2M | $761.6K | Cut−$3.83M |
| COFG Advisors, LLC | 556.9K | $27.5M | $712.8K | Added$927.7K |
| WESCAP Management Group, Inc. | 556.2K | $27.5M | $690.9K | Added$1.71M |
| Blankinship & Foster, LLC | 521.6K | $25.8M | $672.9K | Cut−$749.4K |
| BURKETT FINANCIAL SERVICES, LLC | 494.4K | $24.4M | $637.8K | Added$375K |
| Baird Financial Group, Inc. | 453.2K | $22.4M | $581.8K | Added$688.2K |
| High Note Wealth, LLC | 433K | $21.4M | $547.4K | Added$976.3K |
| COMMERCE BANK | 409.9K | $20.3M | $388.5K | Added$5.76M |
| JPMORGAN CHASE & CO | 417.9K | $20.2M | $66.8K | Cut−$811.3K |
| Financial Insights, Inc. | 396.7K | $19.6M | $473.2K | Added$1.95M |
| MML INVESTORS SERVICES, LLC | 360.7K | $17.8M | $465.3K | Cut−$4.29M |
| Annex Advisory Services, LLC | 354.8K | $17.5M | $424.1K | Added$1.71M |
| TrueWealth Advisors, LLC | 347.9K | $17.2M | $444K | Added$626.5K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 314.8K | $15.6M | — | New |
| Wellington Grp LLC | 311.3K | $15.4M | $352K | Added$2.25M |
| CITIGROUP INC | 310.6K | $15.3M | $380.1K | Added$1.17M |
| JANE STREET GROUP, LLC | 310.1K | $15.3M | $50.9K | Added$13.4M |
| JONES FINANCIAL COMPANIES LLLP | 312.8K | $15M | −$41.8K | Added$1.6M |
| Private Advisor Group, LLC | 277.6K | $13.7M | $203.4K | Added$6.12M |
| Merit Financial Group, LLC | 276.4K | $13.7M | $329.2K | Added$1.38M |
| Concurrent Investment Advisors, LLC | 276.1K | $13.6M | $352.3K | Added$499.4K |
| Tradition Wealth Management, LLC | 272.5K | $13.5M | $351.6K | Cut−$9.01M |
| Ethos Financial Group, LLC | 271.8K | $13.4M | $316.5K | Added$1.62M |
| VICUS CAPITAL | 270.5K | $13.4M | $338.7K | Added$728.8K |
| Cerity Partners LLC | 270.4K | $13.4M | $348.9K | Cut−$584.7K |
| Embree Financial Group | 256.5K | $12.7M | $330.9K | Cut−$1.22M |
| World Investment Advisors | 240.1K | $11.9M | $234.3K | Added$3.12M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 227.8K | $11.3M | $293.9K | Added$233.4K |
| Aptus Capital Advisors, LLC | 227.1K | $11.2M | $291.3K | Added$352.4K |
| ARQ WEALTH ADVISORS, LLC | 219.8K | $10.9M | $265.9K | Added$941.8K |
| Stratos Wealth Partners, LTD. | 217.2K | $10.7M | $280.1K | Cut−$4.07M |
| CALTON & ASSOCIATES, INC. | 216.3K | $10.7M | $276K | Added$394.4K |
| CENTRAL TRUST Co | 202.3K | $10M | $261K | Cut−$1.4M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 199.8K | $9.87M | $226.5K | Added$1.43M |
| Farther Finance Advisors, LLC | 194.9K | $9.79M | $401.6K | Added$564.9K |
| Benchmark Financial Wealth Advisors, LLC | 188.9K | $9.33M | $214.4K | Added$1.34M |
| TME FINANCIAL, INC. | 182.1K | $8.99M | $234.9K | Cut−$505K |
| Quotient Wealth Partners, LLC | 179.4K | $8.86M | $231.4K | Cut−$77.5K |
| Tactive Advisors, LLC | 179.3K | $8.86M | $231.3K | Cut−$395.9K |
| Prime Capital Investment Advisors, LLC | 176.6K | $8.72M | $227.8K | Cut−$72.3K |
| Alexis Investment Partners, LLC | 179.2K | $8.65M | −$1.68K | Added$1.37M |
| Capital Developers, LLC | 163.6K | $8.08M | $208.5K | Added$304K |
| Mariner, LLC | 160.6K | $7.93M | $183K | Added$1.11M |
| Equitable Holdings, Inc. | 155.1K | $7.46M | $3.92K | Added$415.2K |
| Ruggaard & Associates LLC | 149.6K | $7.39M | $185.6K | Added$467.4K |
| US BANCORP \DE\ | 148.5K | $7.33M | $191.5K | Cut−$136.2K |
| NewSquare Capital LLC | 146.2K | $7.22M | $183.4K | Added$381.8K |
| Vestmark Advisory Solutions, Inc. | 145.4K | $7.18M | $149.6K | Added$1.61M |
| Carter Financial Group, INC. | 138.4K | $6.84M | $173.8K | Added$352.9K |
| Cooper Financial Group | 137.5K | $6.79M | $177.3K | Added$89.3K |
| SUMMIT WEALTH GROUP LLC / CO | 134.3K | $6.69M | $167.7K | Added$2.05M |
| Investors Research Corp | 131.8K | $6.51M | $159.8K | Added$548K |
| Fiduciary Planning LLC | 130.1K | $6.43M | $159.7K | Added$473.4K |
| Forefront Analytics, LLC | 126.9K | $6.27M | $163.3K | Added$117.1K |
| Next Level Private LLC | 124.5K | $6.15M | $160.6K | Added$153.4K |
| Visionary Wealth Advisors | 123.1K | $6.08M | $158.8K | Added$69.8K |
| Holos Integrated Wealth LLC | 115.2K | $5.77M | $171.6K | Cut−$55K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 114.6K | $5.66M | $144.2K | Added$281.8K |
| Chesapeake Wealth Management | 113.8K | $5.62M | $136.4K | Added$532K |
| RAINIER FAMILY WEALTH INC | 110.2K | $5.45M | $136.6K | Added$350.1K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 105.3K | $5.33M | $62.1K | Cut−$1.07M |
| MAI Capital Management | 106.4K | $5.25M | $135.7K | Added$192K |
| IHT Wealth Management, LLC | 103.8K | $5.13M | $111K | Added$992K |
| Columbus Macro, LLC | 103.7K | $5.12M | $133.2K | Added$155.1K |
| Savvy Advisors, Inc. | 101.7K | $5.02M | $131.2K | Cut−$14.5M |
| Advisory Services Network, LLC | 101.5K | $5.01M | $111K | Added$873K |
| Hartford Financial Management Inc. | 98.4K | $4.86M | — | New |
| Philadelphia Investment Partners, LLC | 96.6K | $4.77M | — | Held |
| OPTIMA CAPITAL LLC | 92.4K | $4.56M | $12.5K | Added$4.1M |
| HBK Sorce Advisory LLC | 87.4K | $4.54M | $86.5K | Added$86.5K |
| Ipsen Advisor Group LLC | 89.2K | $4.41M | $115.1K | Cut−$945.8K |
| EP Wealth Advisors, LLC | 88.4K | $4.37M | $114.1K | Cut−$279.1K |
| Dynamic Advisor Solutions LLC | 87.7K | $4.33M | $113.1K | Added$97.3K |
| Integrated Capital Management, LLC | 82.3K | $4.07M | $106.2K | Cut−$9.41M |
| Summa Corp. | 78.5K | $3.88M | $58.9K | Added$1.68M |
| Sarver Vrooman Wealth Advisors | 76.9K | $3.8M | $99.2K | Added$11K |
| D.A. DAVIDSON & CO. | 76K | $3.76M | $98.1K | Added$82.6K |
| AlphaCore Capital LLC | 76K | $3.75M | $98K | Cut−$30.3K |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 73.4K | $3.62M | $91.7K | Added$202.6K |
| Prospera Financial Services Inc | 73K | $3.61M | $90.3K | Added$238.7K |
| Chris Bulman Inc | 73K | $3.61M | $81.3K | Added$575.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 72K | $3.55M | $89.5K | Added$216.3K |
| CAPTRUST FINANCIAL ADVISORS | 71.6K | $3.54M | $91.1K | Added$138.7K |
| Atlantic Union Bankshares Corp | 71.1K | $3.51M | $91.6K | Cut−$202.7K |
| Quantinno Capital Management LP | 70.9K | $3.5M | $73.7K | Added$752.6K |
| Sage Capital Management, LLC | 68.7K | $3.39M | $88.6K | Cut−$42K |
| Goldstein Advisors, LLC | 67.9K | $3.36M | $87.6K | Cut−$37.9K |
| National Philanthropic Trust | 67.5K | $3.33M | $87K | Added$87K |
| Csenge Advisory Group | 66.9K | $3.3M | $86.3K | Cut−$407K |
| Fidelity | 65.6K | $3.24M | $75.2K | Added$438.7K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 65.4K | $3.23M | $65.7K | Added$779.8K |
| INSIGNEO ADVISORY SERVICES, LLC | 63.4K | $3.13M | $51.6K | Added$1.21M |
| HighTower Advisors, LLC | 60.9K | $3.01M | $49.2K | Added$1.17M |
| ENZI WEALTH | 60.5K | $2.99M | −$49K | Cut−$594.6K |
| Rockefeller Capital Management L.P. | 59.4K | $2.93M | $76.4K | Added$81.6K |
| Steward Partners Investment Advisory, LLC | 59.3K | $2.93M | $76.3K | Added$84.5K |
| Kestra Advisory Services, LLC | 59.1K | $2.92M | $76.2K | Cut−$5.19M |
| U.S. Capital Wealth Advisors, LLC | 58.5K | $2.89M | $74.7K | Added$101.9K |
| Strategic Advisors LLC | 57.8K | $2.86M | $73.5K | Added$117K |
| BOK Financial Private Wealth, Inc. | 56.9K | $2.81M | $73.4K | Cut−$65.5K |
| Brookstone Capital Management | 56K | $2.77M | $65.2K | Added$338.9K |
| Wagner Wealth Management, Corp | 55.1K | $2.72M | $29.6K | Added$1.62M |
| Continuum Advisory, LLC | 54.8K | $2.71M | $69.7K | Added$109.5K |
| Creative Planning | 53.9K | $2.66M | $63.7K | Added$289.3K |
| Certified Advisory Corp | 53.9K | $2.66M | $69.5K | Added$2.41K |
| HighPoint Advisor Group LLC | 53.7K | $2.65M | $66.8K | Added$160.9K |
| SeaCrest Wealth Management, LLC | 52.9K | $2.61M | $6.28K | Added$35.9K |
| Western Wealth Management, LLC | 52.8K | $2.61M | $8.11K | Added$2.31M |
| Sanctuary Advisors, LLC | 51.4K | $2.54M | $66.3K | Added$35.2K |
| Oath Planning, LLC | 51.1K | $2.53M | $57K | Added$398.5K |
| Jordan Park Group LLC | 49.8K | $2.46M | $64.3K | Added$38.5K |
| VestGen Advisors, LLC | 47.1K | $2.44M | — | New |
| Hillcrest Wealth Advisors - NY, LLC | 45.2K | $2.23M | $58.3K | Added$7.83K |
| Caprock Group, LLC | 43.7K | $2.16M | $53K | Added$180.7K |
| NORTHERN TRUST CORP | 43.7K | $2.16M | $56.3K | Cut−$134.8K |
| Tanglewood Legacy Advisors, LLC | 43.2K | $2.13M | $55.7K | Added$49.4K |
| Avidian Wealth Enterprises, LLC | 40.8K | $2.02M | $33.4K | Added$769.7K |
| Arkadios Wealth Advisors | 38.7K | $1.91M | $17.5K | Added$1.26M |
| Smartleaf Asset Management LLC | 39.4K | $1.9M | −$8 | Added$1.89M |
| Parkside Financial Bank & Trust | 37.6K | $1.86M | $48.5K | Added$48.5K |
| BCS Wealth Management | 36.5K | $1.8M | $47.1K | Cut−$1.89M |
| PNC Financial Services Group, Inc. | 35.7K | $1.76M | $45.3K | Added$72.5K |
| Evercore Wealth Management, LLC | 35.6K | $1.76M | $46K | Added$46K |
| Composition Wealth, LLC | 35.2K | $1.74M | $45.4K | Added$37.8K |
| B. Riley Wealth Advisors, Inc. | 35K | $1.69M | $5.6K | Cut−$259.7K |
| Wealthcare Capital Partners, LLC | 33.8K | $1.67M | $42.1K | Added$97.6K |
| Able Wealth Management LLC | 33.7K | $1.67M | $43.5K | Cut−$982.4K |
| Curtis Advisory Group, LLC | 32.8K | $1.62M | $42.1K | Added$52.4K |
| ATX Financial Planning, LLC | 32.7K | $1.62M | $27.1K | Added$608K |
| OLD NATIONAL BANCORP /IN/ | 32.4K | $1.6M | $41.8K | Added$27.4K |
| Clearwater Capital Advisors, LLC | 32.2K | $1.59M | $41.5K | Added$41.5K |
| IEQ CAPITAL, LLC | 31.3K | $1.55M | $40.4K | Cut−$11.5K |
| Illumine Investment Management, LLC | 31.2K | $1.54M | $39.5K | Added$68.2K |
| Orin Green Financial, LLC | 31.2K | $1.54M | $40.2K | Added$40.2K |
| ELEVATUS WELATH MANAGEMENT | 31.1K | $1.54M | $32.7K | Added$315.5K |
| EVOLUTION WEALTH MANAGEMENT INC. | 30.9K | $1.53M | $39.8K | Cut−$253.2K |
| DIMENSION CAPITAL MANAGEMENT LLC | 30.3K | $1.5M | $37.5K | Added$98.9K |
| Sageworth Trust Co | 29.3K | $1.45M | $37.8K | Added$37.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28.8K | $1.44M | $60.1K | Added$67.7K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 29.2K | $1.44M | $37.6K | Added$21.9K |
| LexAurum Advisors, LLC | 28.8K | $1.42M | — | Held |
| Wedmont Private Capital | 27.5K | $1.42M | $66.2K | Added$66.2K |
| Insight Wealth Partners, LLC | 28.2K | $1.39M | $31.9K | Added$203.8K |
| WealthCare Investment Partners, LLC | 28.1K | $1.38M | $12.1K | Cut−$1.58K |
| Meridian Wealth Management, LLC | 27.5K | $1.36M | $33.2K | Added$121.5K |
| CITIZENS FINANCIAL GROUP INC/RI | 27.3K | $1.35M | $35.2K | Added$35.2K |
| Cresset Asset Management, LLC | 26.8K | $1.32M | $34.6K | Added$34.6K |
| Rothschild Wealth LLC | 25.9K | $1.28M | $19.5K | Added$550.1K |
| Pinnacle Bancorp, Inc. | 25.7K | $1.27M | $33.2K | Added$23.4K |
| Summit Financial, LLC | 25.5K | $1.26M | $19.2K | Added$543.8K |
| Clearstead Advisors, LLC | 25.5K | $1.26M | $609 | Added$1.24M |
| Keating Financial Advisory Services, Inc. | 25.5K | $1.26M | $24K | Added$365.6K |
| DEUTSCHE BANK AG\ | 25.1K | $1.24M | $16.2K | Added$633.7K |
| Synergy Investment Management, LLC | 24.9K | $1.23M | $21.6K | Added$428.4K |
| MISSION WEALTH MANAGEMENT, LP | 24.5K | $1.21M | $31.6K | Added$18.9K |
| SAGESPRING WEALTH PARTNERS, LLC | 24.1K | $1.19M | $29.6K | Added$84.1K |
| GM Advisory Group, LLC | 23.9K | $1.18M | $30.8K | Cut−$65.5K |
| CWM, LLC | 23.1K | $1.14M | $1.1M | Added$1.14M |
| SHELTON CAPITAL MANAGEMENT | 23K | $1.13M | — | New |
| SAGE PRIVATE WEALTH GROUP, LLC | 22.9K | $1.13M | $29.5K | Cut−$2.63M |
| BLAIR WILLIAM & CO/IL | 22.6K | $1.12M | $27.6K | Added$88.1K |
| Kestra Investment Management, LLC | 21.9K | $1.08M | $28.2K | Cut−$27.2K |
| Manchester Capital Management LLC | 21.7K | $1.07M | $28K | Added$28K |
| MAGNOLIA CAPITAL ADVISORS LLC | 21.4K | $1.06M | $21.8K | Added$240.6K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 21.2K | $1.05M | $21.5K | Added$248.1K |
| PCA Investment Advisory Services Inc. | 21.2K | $1.05M | $27.2K | Added$32.3K |
| Savant Capital, LLC | 21K | $1.04M | $27.1K | Cut−$200.5K |
| Sigma Planning Corp | 20.8K | $1.03M | $26.2K | Added$49.1K |
| HARBOUR INVESTMENTS, INC. | 19.8K | $977.2K | $24K | Added$85.1K |
| Storen Legacy Partners, LLC | 19.6K | $966.9K | $25.2K | Cut−$74.3K |
| LIBERTY WEALTH MANAGEMENT LLC | 19.6K | $966.3K | $21.5K | Added$163.8K |
| Bellwether Advisors, LLC | 18.8K | $930.3K | $24.3K | Added$24.3K |
| KKM Financial LLC | 19.3K | $928.6K | $0 | Held |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 18.3K | $903.1K | $23.6K | Cut−$3.22M |
| Hilltop Holdings Inc. | 17.9K | $882.6K | $23K | Added$23K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 17.3K | $873.4K | $43.5K | Added$43.5K |
| Bryn Mawr Trust Advisors, LLC | 17.5K | $866.5K | $22.6K | Cut−$219.7K |
| Clark Capital Management Group, Inc. | 17.5K | $864.8K | — | New |
| Ashton Thomas Private Wealth, LLC | 17.5K | $863.2K | $22.5K | Added$10.5K |
| Precision Wealth Strategies, LLC | 16.8K | $830.7K | $21.7K | Cut−$176.1K |
| Independent Advisor Alliance | 16.5K | $814.7K | — | New |
| Destiny Wealth Partners, LLC | 16.3K | $803.2K | −$3.58K | Cut−$3.58K |
| Nova Wealth Management, Inc. | 16K | $790.7K | $20.6K | Cut−$1.3M |
| Affinity Capital Advisors, LLC | 16K | $789.3K | $20.6K | Cut−$255.1K |
| Goelzer Investment Management, Inc. | 15.7K | $776.8K | $20.3K | Added$20.3K |
| Gateway Wealth Partners, LLC | 15.6K | $769.4K | $10.2K | Added$388.3K |
| Icon Wealth Advisors, LLC | 15.1K | $764.5K | $37.2K | Added$37.2K |
| Sequoia Financial Advisors, LLC | 15.1K | $746.7K | $19.5K | Cut−$99.6K |
| Berkeley, Inc | 15K | $740.1K | $19.3K | Cut−$10.5K |
| Independent Solutions Wealth Management, LLC | 15K | $738.9K | — | New |
| Perigon Wealth Management, LLC | 15K | $738.6K | $19.3K | Added$92 |
| Greenline Wealth Management LLC | 14.8K | $733.2K | $19.1K | Cut−$210.8K |
| Snowden Capital Advisors LLC | 14.8K | $732.4K | $19.1K | Added$19.1K |
| Integrated Wealth Concepts LLC | 14.8K | $730.8K | $11.6K | Added$297.6K |
| RETIREMENT INCOME SOLUTIONS, INC | 14.3K | $708.8K | $18.5K | Cut−$29.2K |
| Glass Jacobson Investment Advisors llc | 14.3K | $705.5K | $17.7K | Added$46K |
| Prosperity Financial Group, Inc. | 13.9K | $687.6K | $17.6K | Added$32.8K |
| WCG Wealth Advisors LLC | 13.4K | $662.8K | $17.3K | Added$13.8K |
| Family Office Research LLC | 13K | $644.2K | $16.7K | Added$16.7K |
| Icahn Capital | 13K | $643.4K | — | New |
| Focus Financial Network, Inc. | 13K | $642.5K | $16.8K | Cut−$31.8K |
| Maltin Wealth Management, Inc. | 12.9K | $637.5K | $16.6K | Cut−$3.82M |
| SHEETS SMITH WEALTH MANAGEMENT | 12.8K | $632.3K | $15.5K | Added$55.5K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.5K | $615.8K | $16.1K | Added$16.1K |
| Trademark Financial Management, LLC | 12.5K | $615.4K | $16.1K | Added$12.6K |
| Clear Trail Advisors, LLC | 12.1K | $596.9K | $15.6K | Added$15.6K |
| Provenance Wealth Advisors, LLC | 11.9K | $586.3K | $15.3K | Cut−$16.7K |
| OneAscent Financial Services LLC | 11.7K | $579K | $15.1K | Added$17.2K |
| Empirical Asset Management, LLC | 11.7K | $576.9K | $15.1K | Added$2.94K |
| Swisher Financial Concepts, Inc. | 11.6K | $572K | $14.9K | Added$5.84K |
| Evanson Asset Management, LLC | 11.3K | $560.3K | $14.6K | Added$14.6K |
| Sentinel Advisory Group, LLC | 11.3K | $559.1K | — | Held |
| Wealthspire Advisors, LLC | 11.1K | $546.6K | $14.3K | Added$14.3K |
| Frank, Rimerman Advisors LLC | 11K | $543.5K | $14.2K | Added$14.2K |
| Auxano Advisors, LLC | 10.9K | $540.9K | $14.1K | Cut−$41.2K |
| SIERRA OCEAN, LLC | 10.9K | $540.6K | $14.1K | Added$15.7K |
| BlackRock, Inc. | 10.7K | $529.9K | $12.7K | Added$55.5K |
| CIBC Bancorp USA Inc. | 10.7K | $528.8K | — | Held |
Who left
- Citadel$9.19M
- IFG Advisory, LLC$2.14M
- J.W. COLE ADVISORS, INC.$1.21M
- VICTORY FINANCIAL GROUP, LLC$749.5K
- Diversify Advisory Services, LLC$693.6K
- Vident Advisory, LLC$649.1K
- Advisor Resource Council$378.2K
- Sowell Financial Services LLC$287.1K
- SIMON QUICK ADVISORS, LLC$267K
- PAX Financial Group, LLC$213.9K
- HUB Investment Partners, LLC$202.8K
- FLAGSHIP HARBOR ADVISORS, LLC$166.3K
- Clean Yield Group$35.5K
- Vermillion & White Wealth Management Group, LLC$34.1K
- First Pacific Financial$15.1K
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.