Stock
Reported value
$7.34B
Holders
568
+45 new · −32 exited
Holders’ est. mark
−$224.3M
Price effect on 243 books still in the name
Largest holder
$333M
Sequoia Financial Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $11.5M
- Fidelity0.0% · $981K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 7.38M | $333M | −$12M | Cut−$500.4K |
| RVW Wealth, LLC | 4.63M | $208.9M | −$7.58M | Cut−$2.25M |
| Sageworth Trust Co | 4.48M | $202.1M | −$7.53M | Cut−$8.7M |
| OneDigital Investment Advisors LLC | 4.42M | $199.6M | −$7.29M | Cut−$3.52M |
| Allworth Financial LP | 3.97M | $179.2M | −$6.47M | Cut−$945.2K |
| Annex Advisory Services, LLC | 3.71M | $167.3M | −$4.82M | Added$33M |
| Focus Partners Wealth | 3.51M | $158.5M | −$5.68M | Added$194K |
| Aquire Wealth Advisors, LLC | 3.42M | $154.2M | −$5.57M | Cut−$948K |
| Modera Wealth Management, LLC | 3.22M | $145.3M | −$5.41M | Cut−$9.22M |
| MARS JEWETT FINANCIAL GROUP, INC. | 3.12M | $140.7M | −$8.89M | Cut−$8.02M |
| Kooman & Associates | 2.87M | $129.5M | −$4.75M | Cut−$2.88M |
| Beacon Pointe Advisors, LLC | 2.8M | $126.4M | −$4.48M | Added$1.51M |
| Blankinship & Foster, LLC | 2.62M | $118.3M | −$4.41M | Cut−$5.91M |
| EVOKE WEALTH, LLC | 2.54M | $114.5M | −$4.04M | Added$2.02M |
| Apella Capital, LLC | 2.15M | $105.8M | $251.6K | Added$100.7M |
| AE Wealth Management LLC | 2.34M | $105.4M | −$3.79M | Cut−$247.4K |
| Spinnaker Investment Group, LLC | 2.3M | $103.8M | −$3.86M | Cut−$9.79M |
| Arista Wealth Management, LLC | 2.07M | $93.3M | −$3.48M | Cut−$7M |
| Elser Financial Planning, Inc | 1.98M | $89.4M | — | New |
| Krilogy Financial LLC | 1.79M | $86.7M | $1.15M | Added$3.71M |
| Savant Capital, LLC | 1.91M | $86.1M | −$2.31M | Added$21.8M |
| WPWealth LLP | 1.86M | $84M | −$2.97M | Added$1.41M |
| MASECO LLP | 1.84M | $82.9M | −$2.45M | Added$15.4M |
| Focus Partners Advisor Solutions, LLC | 1.83M | $82.4M | −$2.74M | Added$6.81M |
| 55 North Private Wealth, LLC | 1.68M | $75.8M | −$2.7M | Added$508.2K |
| Pioneer Wealth Management Group | 1.63M | $73.6M | −$2.49M | Added$4.34M |
| BCM ADVISORS, LLC | 1.2M | $59.3M | $2.3M | Cut−$1.04M |
| HB Wealth Management, LLC | 1.28M | $57.7M | −$2.15M | Cut−$5.17M |
| Amicus Financial Advisors, LLC | 1.27M | $57.3M | −$2.13M | Cut−$2.52M |
| HILL ISLAND FINANCIAL LLC | 1.26M | $56.9M | −$2.08M | Cut−$1.06M |
| Cetera Investment Advisers | 1.26M | $56.6M | −$1.99M | Added$1.07M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.21M | $54.5M | −$2.03M | Cut−$2.23M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.11M | $54.2M | $1.38M | Added$586.3K |
| Sterling Wealth Advisors Inc | 1.09M | $53.7M | $2.49M | Added$2.11M |
| Mariner, LLC | 1.18M | $53.3M | −$1.91M | Added$181.7K |
| Essential Planning, LLC. | 1.13M | $51.1M | −$1.9M | Cut−$3.49M |
| Austin Wealth Management, LLC | 1.11M | $50.8M | −$2.02M | Cut−$26.2M |
| Meridian Wealth Partners, LLC | 1.12M | $50.3M | −$1.81M | Cut−$137.8K |
| AdvisorNet Financial, Inc | 1.06M | $47.8M | −$1.55M | Added$4.7M |
| LPL Financial LLC | 1.05M | $47.5M | −$1.77M | Cut−$2.03M |
| CURIO WEALTH, LLC | 1.05M | $47.4M | −$2.24M | Added$1.54M |
| BRIGHTON JONES LLC | 995.4K | $44.9M | −$1.67M | Cut−$1.66M |
| Valued Wealth Advisors LLC | 961.3K | $43.4M | −$1.52M | Added$1.16M |
| Alpha Financial Advisors, LLC | 952.1K | $43M | −$1.52M | Added$638.2K |
| TCP Asset Management, LLC | 949.9K | $42.9M | −$1.58M | Cut−$1.29M |
| Note Advisors, LLC | 937.1K | $42.3M | −$1.96M | Added$1.47M |
| Keating Financial Advisory Services, Inc. | 928.9K | $41.9M | −$1.25M | Added$6.95M |
| Corient Private Wealth LLC | 910.9K | $41.1M | −$1.48M | Cut−$1.03M |
| EP Wealth Advisors, LLC | 904.7K | $40.8M | −$1.52M | Cut−$2.91M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 897.1K | $40.5M | −$1.51M | Cut−$2.08M |
| VeraBank, N.A. | 880.6K | $39.7M | −$1.41M | Added$326.6K |
| AlphaStar Capital Management, LLC | 877.7K | $39.6M | −$1.3M | Added$3.28M |
| SC&H Financial Advisors, Inc. | 873.3K | $39.4M | −$1.42M | Cut−$41.1K |
| Two West Capital Advisors LLC | 791.9K | $38.9M | $1.8M | Added$2.01M |
| Advisory Alpha, LLC | 849.3K | $38.3M | −$1.43M | Cut−$2.89M |
| Fonville Wealth Management LLC | 847.4K | $38.2M | −$1.42M | Cut−$1.7M |
| CVA Family Office, LLC | 831.8K | $37.5M | −$1.09M | Added$7.09M |
| Plancorp, LLC | 793.4K | $37.3M | $197.5K | Added$371.5K |
| Wealthspire Advisors, LLC | 814.3K | $36.7M | −$1.37M | Cut−$1.87M |
| Highland Financial Advisors, LLC | 810.3K | $36.6M | −$1.25M | Added$1.72M |
| LIBERTY WEALTH MANAGEMENT LLC | 719.2K | $32.5M | −$1.18M | Cut−$5.13M |
| Physician Wealth Solutions Inc. | 713.8K | $32.2M | −$1.1M | Added$1.46M |
| ACT Advisors, LLC. | 713.1K | $32.2M | −$1.1M | Added$1.46M |
| Yardley Wealth Management LLC | 712.4K | $32.1M | −$1.12M | Added$1.06M |
| Creative Planning | 709.1K | $32M | −$1.17M | Cut−$581.9K |
| Zhang Financial LLC | 708.8K | $32M | −$1.13M | Added$459.5K |
| Bay Harbor Wealth Management, LLC | 708.1K | $31.9M | −$1.13M | Added$426.1K |
| MAI Capital Management | 696.8K | $31.4M | −$989.6K | Added$3.87M |
| Pathstone Holdings, LLC | 680.2K | $30.7M | −$1.12M | Cut−$403.3K |
| Private Wealth Management Group, LLC | 672.5K | $30.3M | −$964.1K | Added$3.49M |
| Spectrum Investment Advisors, Inc. | 646.4K | $29.2M | −$1.04M | Added$101.1K |
| Baird Financial Group, Inc. | 643.8K | $29M | −$767.5K | Added$7.67M |
| UBS Group AG | 633.1K | $28.6M | −$1.06M | Cut−$2.54M |
| ENVESTNET ASSET MANAGEMENT INC | 630.6K | $28.5M | −$847.5K | Added$4.85M |
| Allegiance Financial Group Advisory Services LLC | 619.4K | $27.9M | −$980.1K | Added$802.8K |
| M Wealth Management, LLC | 617.7K | $27.9M | −$991.2K | Added$257.8K |
| Keystone Financial Group, Inc. | 606.3K | $27.4M | −$1.02M | Cut−$2.33M |
| OSAIC HOLDINGS, INC. | 599.6K | $27.1M | −$982.5K | Cut−$313K |
| Kure Advisory, LLC | 588K | $26.5M | −$950.8K | Added$43.5K |
| AWM CAPITAL, LLC | 586.4K | $26.5M | −$985.2K | Cut−$1.17M |
| Heritage Investment Group, Inc. | 573.8K | $25.9M | −$947.4K | Cut−$502.5K |
| BANK OF AMERICA CORP /DE/ | 568.1K | $25.6M | −$935.6K | Cut−$429.7K |
| Shira Ridge Wealth Management | 564.3K | $25.5M | −$931.4K | Cut−$484.7K |
| STIFEL FINANCIAL CORP | 562.6K | $25.4M | −$918.4K | Cut−$199K |
| MERCER GLOBAL ADVISORS INC /ADV | 555.6K | $25.1M | −$546.2K | Added$9.86M |
| Morling Financial Advisors, LLC | 538.9K | $24.3M | −$891.5K | Cut−$520.2K |
| Envision Financial Planning, LLC | 524K | $23.6M | −$840K | Added$240.7K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 523.2K | $23.6M | −$879K | Cut−$5.95M |
| Quantum Financial Advisors, LLC | 488.3K | $22M | −$820.3K | Cut−$3.07M |
| ENTREWEALTH, LLC | 487.1K | $22M | −$1.28M | Added$98.3K |
| JFS WEALTH ADVISORS, LLC | 486K | $21.9M | −$790.8K | Cut−$100.2K |
| MISSION WEALTH MANAGEMENT, LP | 470K | $21.2M | −$742.1K | Added$533.2K |
| SAX WEALTH ADVISORS, LLC | 421.5K | $19.7M | $0 | Cut−$6.97K |
| CLARIS ADVISORS, LLC / MO / | 433K | $19.5M | −$727.4K | Cut−$784.8K |
| JPMORGAN CHASE & CO | 430.7K | $18.9M | −$1.19M | Added$61.4K |
| Perigon Wealth Management, LLC | 409.4K | $18.5M | −$687.9K | Cut−$715.3K |
| Live Oak Private Wealth LLC | 402.3K | $18.2M | −$557.1K | Added$2.63M |
| Tortoise Investment Management, LLC | 401.1K | $18.1M | −$618.3K | Added$874.4K |
| Tassel Capital Management, Inc. | 393K | $17.7M | −$630.5K | Added$168.3K |
| Jacobi Capital Management LLC | 384.1K | $17.3M | −$579K | Added$1.2M |
| Physician Wealth Advisors, Inc. | 381.9K | $17.2M | −$638.5K | Cut−$556.9K |
| Prudent Man Investment Management, Inc. | 365.4K | $17.1M | $0 | Held |
| Lido Advisors, LLC | 358.5K | $16.2M | — | New |
| Clarity Capital Advisors, LLC | 343.2K | $15.5M | −$559.5K | Cut−$97.9K |
| Sollinda Capital Management LLC | 335.3K | $15.1M | −$497K | Added$1.28M |
| Security Financial Services, INC. | 335.2K | $15.1M | −$557.1K | Cut−$392.4K |
| LEGACY FINANCIAL GROUP, INC. | 329.5K | $14.9M | −$550.8K | Cut−$476.9K |
| Ledgewood Wealth Advisors, LLC | 325.6K | $14.7M | −$544.5K | Cut−$476.8K |
| Arax Advisory Partners | 316.4K | $14.3M | −$448.6K | Added$240.3K |
| Farther Finance Advisors, LLC | 313K | $14.2M | −$358.3K | Added$1.89M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 299K | $14.1M | −$185.4K | Cut−$307.9K |
| Great Point Wealth Advisors, LLC | 308.2K | $13.9M | −$517.7K | Cut−$578.7K |
| North Capital, Inc. | 304.4K | $13.7M | −$491.4K | Added$71.4K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 296.7K | $13.4M | −$498.4K | Cut−$1.76M |
| ROYAL BANK OF CANADA | 295.9K | $13.4M | −$497.4K | Cut−$1.22M |
| ASSETMARK, INC | 286.6K | $12.9M | −$481K | Cut−$466.7K |
| Weinberger Asset Management, Inc | 284.8K | $12.8M | −$435.3K | Added$721.6K |
| RAYMOND JAMES FINANCIAL INC | 284.8K | $12.8M | −$433.9K | Added$759.7K |
| Integrated Wealth Concepts LLC | 269.8K | $12.2M | −$38.9K | Added$11.1M |
| Centennial Bank/AR/ | 268K | $12.1M | −$412.9K | Added$588.3K |
| Icahn Capital | 255.6K | $11.5M | −$247.5K | Added$4.64M |
| Canopy Partners, LLC | 254.2K | $11.5M | −$420.2K | Cut−$237.3K |
| First Financial Group Corp | 251.7K | $11.4M | −$415.9K | Cut−$227.1K |
| Johnson Wealth Management, LLC | 251.4K | $11.3M | −$422.3K | Cut−$704.8K |
| Forvis Mazars Wealth Advisors, LLC | 248.3K | $11.2M | −$417.1K | Cut−$2.94M |
| Lauer Wealth, LLC | 238.8K | $11.2M | −$155.2K | Added$15.2K |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 248K | $11.2M | −$416.6K | Cut−$522.4K |
| MML INVESTORS SERVICES, LLC | 242.4K | $10.9M | −$407.2K | Cut−$1.19M |
| FIRETHORN WEALTH PARTNERS, LLC | 234.1K | $10.6M | −$373.6K | Added$155.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 230.3K | $10.5M | −$504.3K | Cut−$94M |
| Sowell Financial Services LLC | 227.6K | $10.3M | −$358K | Added$299K |
| HTG Investment Advisors, Inc. | 227.6K | $10.3M | −$335K | Added$935.6K |
| Parkwoods Wealth Partners, LLC | 225.3K | $10.2M | −$133K | Added$6.46M |
| Oak Wealth Advisors LLC | 225.1K | $10.2M | −$371.9K | Cut−$202.9K |
| Prodigy Asset Management LLC | 224.8K | $10.1M | −$295K | Added$1.92M |
| VSM Wealth Advisory, LLC | 222.1K | $10M | −$348.3K | Cut−$5.99K |
| Chicago Partners Investment Group LLC | 203.5K | $10M | $321.7K | Added$378.9K |
| Glass Jacobson Investment Advisors llc | 221.7K | $10M | −$325.8K | Added$926.9K |
| Root Financial Partners, LLC | 219.8K | $9.92M | −$255.7K | Added$2.79M |
| FMB WEALTH MANAGEMENT | 217.4K | $9.81M | −$365.3K | Cut−$394.7K |
| Syverson Strege & Co | 216.8K | $9.78M | −$364.2K | Cut−$1.71M |
| IFP Advisors, Inc | 216.6K | $9.78M | −$350K | Added$24.3K |
| FinDec Wealth Services, Inc. | 214.7K | $9.69M | −$360.7K | Cut−$1.84M |
| U.S. Capital Wealth Advisors, LLC | 210.8K | $9.51M | −$354.2K | Cut−$416.3K |
| Pacific Asset Management, LLC | 203.8K | $9.2M | −$341.9K | Cut−$327.7K |
| American Capital Advisory, LLC | 188.4K | $8.5M | −$316.5K | Cut−$464K |
| Cerity Partners LLC | 188.2K | $8.49M | −$269.1K | Added$986.4K |
| SEMITAM BONAM LLC | 187K | $8.44M | −$297.8K | Added$137.9K |
| International Private Wealth Advisors LLC | 186K | $8.39M | −$254.2K | Added$1.31M |
| Private Advisor Group, LLC | 184.4K | $8.32M | −$304.2K | Cut−$154K |
| Larry Mathis Financial Planning, LLC | 184.4K | $8.32M | −$156.7K | Added$3.95M |
| Vigil Wealth Management, LLC | 183.9K | $8.3M | −$303.8K | Cut−$164.9K |
| Invst, LLC | 181.2K | $8.18M | −$286.5K | Added$196.5K |
| Abel Hall, LLC | 180.8K | $8.16M | −$303.7K | Cut−$305.9K |
| KENNEDY INVESTMENT GROUP | 170.5K | $7.69M | −$266.2K | Added$278.9K |
| World Investment Advisors | 170.1K | $7.68M | −$278.7K | Cut−$88.6K |
| 3 FACTOR INDEXING, LLC | 168.4K | $7.6M | — | Held |
| My Personal CFO, LLC | 167K | $7.54M | −$271.3K | Cut−$23.7K |
| FORTERIS WEALTH MANAGEMENT INC. | 163.1K | $7.36M | −$270.1K | Cut−$166.8K |
| Aspen Wealth Management LLC | 163K | $7.36M | −$251K | Added$364.4K |
| Diversified Portfolios, Inc. | 162.9K | $7.35M | −$273.7K | Cut−$452.5K |
| SUMMIT WEALTH GROUP LLC / CO | 160.5K | $7.24M | −$269.6K | Cut−$711.5K |
| Capital Investment Advisory Services, LLC | 156.1K | $7.04M | −$261.5K | Cut−$241.5K |
| Mattern Wealth Management LLC | 151.3K | $6.83M | −$252.8K | Cut−$217.2K |
| Kestra Advisory Services, LLC | 149.7K | $6.75M | −$185.2K | Added$1.59M |
| Chico Wealth RIA | 149.6K | $6.75M | −$251.3K | Cut−$251.3K |
| Morton Capital Management LLC/CA | 149.3K | $6.73M | −$250.7K | Cut−$551.4K |
| Wealth Advisors Northwest LLC | 148.8K | $6.71M | −$249.9K | Cut−$823.5K |
| GEM Asset Management, LLC | 148.5K | $6.7M | −$341.5K | Cut−$170.8K |
| JDH Wealth Management, LLC | 145.5K | $6.57M | −$241.6K | Cut−$164.1K |
| Aegis Wealth Management LLC | 142.9K | $6.45M | −$231.3K | Added$3.54K |
| Vise Technologies, Inc. | 136K | $6.37M | $0 | Held |
| Hardy Reed LLC | 140.8K | $6.35M | −$236K | Cut−$221K |
| Quad-Cities Investment Group, LLC | 137.9K | $6.22M | −$215.1K | Added$231K |
| CROBAN | 137.3K | $6.19M | −$221.9K | Added$12.1K |
| KEB ASSET MANAGEMENT, LLC | 135.9K | $6.13M | −$228.2K | Cut−$1.16M |
| D.A. DAVIDSON & CO. | 130.9K | $5.91M | −$220K | Cut−$241K |
| Level Wealth Management LLC | 129.6K | $5.85M | −$217.7K | Cut−$279.5K |
| Dodds Wealth, LLC | 129.5K | $5.84M | −$217.5K | Cut−$235.3K |
| HFG Wealth Management, LLC | 127.2K | $5.74M | −$213.6K | Cut−$346.1K |
| Rather & Kittrell, Inc. | 124.4K | $5.61M | −$201.8K | Cut−$6.13K |
| SYM FINANCIAL Corp | 123.5K | $5.57M | −$198.9K | Added$31.7K |
| Signature Resources Capital Management, LLC | 123.2K | $5.56M | −$188.8K | Added$299.5K |
| APS Management Group, Inc. | 123K | $5.55M | −$199.9K | Cut−$13.8K |
| Cypress Point Wealth Management, LLC | 122.4K | $5.52M | −$205.6K | Cut−$209.3K |
| Waterfront Wealth Inc. | 121.1K | $5.46M | −$306.2K | Added$12.3K |
| RFG Advisory, LLC | 120.8K | $5.45M | −$203K | Cut−$681.3K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 120K | $5.41M | −$201.6K | Cut−$282.2K |
| Ancora Advisors LLC | 118.6K | $5.35M | −$196.1K | Cut−$111.9K |
| Concurrent Investment Advisors, LLC | 118.6K | $5.35M | −$133.7K | Added$1.63M |
| TRUIST FINANCIAL CORP | 116.2K | $5.24M | −$194.3K | Cut−$169.5K |
| Rockefeller Capital Management L.P. | 116.1K | $5.24M | −$185.5K | Added$71.9K |
| Sanchez Levi Garrett | 116K | $5.23M | — | Held |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 112.7K | $5.08M | −$162.7K | Added$551.5K |
| Waverly Advisors, LLC | 109.7K | $4.95M | −$184.3K | Cut−$1.22M |
| CreativeOne Wealth, LLC | 109.4K | $4.94M | −$183.8K | Cut−$799.3K |
| CSP Financial Group, LLC | 108.8K | $4.91M | — | Held |
| ROBINSON SMITH WEALTH ADVISORS LLC | 106.3K | $4.8M | −$162.9K | Added$260.1K |
| TABLEAUX LLC | 105.5K | $4.76M | −$176.5K | Cut−$150.3K |
| TCI Wealth Advisors, Inc. | 102.2K | $4.61M | −$169.3K | Cut−$106.3K |
| Exeter Financial, LLC | 100.7K | $4.55M | −$169.3K | Cut−$194.5K |
| Stratos Wealth Partners, LTD. | 99.4K | $4.49M | −$159.3K | Added$48.9K |
| FIDUCIARY FINANCIAL GROUP, LLC | 99.4K | $4.48M | −$166.9K | Cut−$213.1K |
| Twin Cities Retirement Group LLC | 98.9K | $4.46M | −$140.1K | Added$561.6K |
| ELEVATION WEALTH PARTNERS, LLC | 96.6K | $4.36M | −$157.4K | Cut−$24.7K |
| BluePrint Investing LLC | 93.5K | $4.22M | −$157K | Cut−$157K |
| Retirement Solution LLC | 93.3K | $4.21M | −$147.4K | Added$103.5K |
| J HAGAN CAPITAL, INC. | 92.3K | $4.16M | −$121K | Added$792.7K |
| MAGNOLIA CAPITAL ADVISORS LLC | 91.1K | $4.11M | −$153.1K | Cut−$3.23M |
| 180 WEALTH ADVISORS, LLC | 90.3K | $4.07M | −$150.1K | Cut−$108.3K |
| QUARRY HILL ADVISORS, LLC | 82.8K | $4.06M | $189.8K | Added$218K |
| ARK & TLK INVESTMENTS, LLC | 88.5K | $3.99M | −$148.7K | Cut−$3.49M |
| Strategic Investment Solutions, Inc. /IL | 86.2K | $3.89M | −$144.7K | Cut−$175.6K |
| Burton Enright Welch | 86.2K | $3.89M | −$142.8K | Cut−$90.4K |
| COWA, LLC | 86.1K | $3.89M | −$144.7K | Cut−$4.26M |
| SEAMOUNT FINANCIAL GROUP INC | 85.8K | $3.87M | −$137.4K | Added$43K |
| Tandem Financial, LLC | 84.9K | $3.83M | — | New |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 84.4K | $3.81M | −$136.8K | Cut−$2.21K |
| Savvy Advisors, Inc. | 82.2K | $3.71M | −$113K | Added$560.9K |
| Vantage Point Financial LLC | 79.7K | $3.6M | −$133.9K | Cut−$292.9K |
| Sageworth Trust Co of South Dakota | 79.7K | $3.59M | −$131.3K | Cut−$62.5K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 78.1K | $3.52M | −$131.2K | Cut−$131.2K |
| Stratos Investment Management, LLC | 77.2K | $3.48M | −$122.6K | Added$68.2K |
| Apollon Wealth Management, LLC | 77K | $3.47M | −$129.4K | Cut−$551.8K |
| HMV Wealth Advisors, LLC | 75.9K | $3.42M | −$127.2K | Cut−$117.7K |
| G2 CAPITAL MANAGEMENT, LLC / OH | 73.2K | $3.3M | −$90.2K | Added$790.8K |
| SwitchPoint Financial Planning, LLC | 72.1K | $3.25M | −$121.1K | Cut−$121.1K |
| Investmark Advisory Group LLC | 71.4K | $3.22M | −$118.5K | Cut−$82.9K |
| MELFA WEALTH MANAGEMENT, INC. | 70.5K | $3.18M | −$118.4K | Cut−$149.5K |
| CATALYST PRIVATE WEALTH, LLC | 70.3K | $3.17M | −$118.1K | Cut−$175.4K |
| AssuredPartners Investment Advisors, LLC | 69.4K | $3.17M | −$75.2K | Cut−$30.4K |
| Versant Capital Management, Inc | 70K | $3.16M | −$109.7K | Added$101.9K |
| Milestone Asset Management Group, LLC | 69.8K | $3.15M | −$111.4K | Added$45.9K |
| Financial Alternatives, Inc | 68.7K | $3.1M | −$115.4K | Cut−$118.5K |
| Altiora Financial Group, LLC | 68.2K | $3.08M | −$104.8K | Added$158.9K |
| Donalies Financial Planning, LLC | 66.3K | $2.99M | −$111.3K | Cut−$282.7K |
| Legacy Capital Wealth Partners, LLC | 66K | $2.98M | −$110.8K | Cut−$299.6K |
| FreeGulliver LLC | 65.5K | $2.95M | — | New |
| Washington Trust Advisors, Inc. | 65K | $2.93M | −$104.5K | Added$21K |
| SpringVest Wealth Management LLC | 64.3K | $2.9M | −$108.1K | Cut−$382.5K |
| Meritas Wealth Management, LLC | 62.1K | $2.8M | −$104.3K | Cut−$104.3K |
| Kane Co Wealth Management, Inc. | 61.4K | $2.77M | −$103.2K | Cut−$238.6K |
| ERn Financial, LLC | 61K | $2.75M | −$102.5K | Cut−$152.3K |
| Ballast Rock Private Wealth LLC | 60.8K | $2.74M | −$102.1K | Cut−$219.7K |
| Concord Wealth Partners | 59K | $2.66M | −$99.2K | Cut−$378.7K |
| Capstone Financial Advisors, Inc. | 58.9K | $2.66M | −$99K | Cut−$99K |
| FIRST CITIZENS BANK & TRUST CO | 58.9K | $2.66M | −$98.9K | Cut−$98.9K |
| Smartleaf Asset Management LLC | 58.2K | $2.55M | −$192.8K | Cut−$234.2K |
| Orion Porfolio Solutions, LLC | 56.3K | $2.54M | −$94.6K | Cut−$5.97M |
| CGN Advisors LLC | 56K | $2.52M | −$94K | Cut−$121.9K |
Who left
- SEVEN MILE ADVISORY$8.81M
- AlTi Global, Inc.$7.81M
- AXXCESS WEALTH MANAGEMENT, LLC$4.01M
- Westwood Wealth Management$1.73M
- Solutions 4 Wealth, Ltd$1M
- Renaissance Technologies$767.5K
- Aspect Partners, LLC$567.3K
- RITHOLTZ WEALTH MANAGEMENT$540.6K
- Coppell Advisory Solutions LLC$395.9K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$385K
- Signal Advisors Wealth, LLC$372.7K
- Sepio Capital, LP$366.4K
- 1ST SOURCE BANK$314.5K
- John A. Wolfe & Associates, Inc.$273.5K
- &PARTNERS$243.6K
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.