Stock
Reported value
$2.65B
Holders
314
+28 new · −17 exited
Holders’ est. mark
$30.6M
Price effect on 239 books still in the name
Largest holder
$465.7M
Forum Financial Management, LP
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $1.15M
- Fidelity0.0% · $52.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Forum Financial Management, LP | 17.5M | $465.7M | $2.66M | Added$26.1M |
| Savant Capital, LLC | 12.7M | $338.9M | $1.67M | Added$63.1M |
| JMG Financial Group, Ltd. | 6.34M | $168.6M | $912.2K | Added$18M |
| Focus Partners Wealth | 4.07M | $108.3M | $640.9K | Added$2.47M |
| BRIGHTON JONES LLC | 2.8M | $74.4M | $417.8K | Added$5.39M |
| TCI Wealth Advisors, Inc. | 2.78M | $74M | $424.7K | Added$3.88M |
| Wealthspire Advisors, LLC | 2.76M | $73.2M | $438.8K | Added$772.7K |
| LifeGuide Financial Advisors, LLC | 2.51M | $66.7M | $265.4K | Added$2.84M |
| DiNuzzo Private Wealth, Inc. | 1.84M | $48.9M | $290.6K | Added$917.5K |
| Focus Partners Advisor Solutions, LLC | 1.78M | $47M | $2.8K | Added$45.2M |
| MASECO LLP | 1.56M | $41.3M | $220.7K | Added$2.47M |
| LPL Financial LLC | 1.22M | $32.4M | $186.7K | Added$1.55M |
| Rather & Kittrell, Inc. | 1.11M | $29.5M | $164.7K | Added$2.3M |
| Summit Financial Strategies, Inc. | 1.06M | $28.2M | $153.2K | Added$2.94M |
| Rockwood Wealth Management, LLC | 1.01M | $26.8M | $144.2K | Added$2.94M |
| WPWealth LLP | 963.3K | $25.6M | $149.1K | Added$994.8K |
| Financial Plan, Inc. | 927.5K | $24.7M | $136.2K | Added$2.16M |
| Wescott Financial Advisory Group, LLC | 908.2K | $24.1M | $145.3K | Cut−$1.58M |
| Guardian Wealth Management, LLC | 905.3K | $24.1M | $139.8K | Added$986.4K |
| Creative Capital Management Investments LLC | 898.6K | $23.9M | $128.9K | Added$2.6M |
| Great Waters Wealth Management | 888.4K | $23.6M | $133K | Added$1.65M |
| Index Fund Advisors, Inc. | 881.7K | $23.4M | $137.1K | Added$800.9K |
| Verisail Partners, LLC | 862.3K | $22.9M | $135.1K | Added$607.8K |
| OneDigital Investment Advisors LLC | 820.1K | $21.8M | $128.4K | Added$599.8K |
| Beacon Pointe Advisors, LLC | 814K | $21.6M | $130.2K | Cut−$2.55M |
| CWM, LLC | 705.9K | $18.8M | $15.4M | Added$18.7M |
| RS CRUM INC. | 665.3K | $17.7M | $102.6K | Added$747.2K |
| Quantum Financial Advisors, LLC | 646K | $17.2M | $103.4K | Cut−$136.6K |
| Wealth Management Nebraska | 620.5K | $16.5M | $90.1K | Added$1.62M |
| Integris Wealth Management, LLC | 610.3K | $16.2M | $95.1K | Added$520.4K |
| Private Wealth Management Group, LLC | 608.2K | $16.2M | $91.1K | Added$1.12M |
| JANE STREET GROUP, LLC | 601.7K | $16M | $32.4K | Added$10.6M |
| Corient Private Wealth LLC | 583.6K | $15.5M | $93.3K | Cut−$2.53M |
| Level Financial Advisors | 582.3K | $15.5M | $84.8K | Added$1.48M |
| Evanson Asset Management, LLC | 562.5K | $15M | $72.1K | Added$3.04M |
| Planning Center, Inc. | 547.1K | $14.5M | $87.5K | Added$29.9K |
| Aspen Capital Management, LLC | 546.6K | $14.5M | $86.5K | Added$236.7K |
| Syverson Strege & Co | 476.1K | $12.7M | $76.1K | Added$92.3K |
| Geometric Wealth Advisors | 444.7K | $11.8M | $67.7K | Added$631.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 439K | $11.7M | $67K | Added$606.2K |
| HARBOUR INVESTMENTS, INC. | 434.8K | $11.6M | $52.8K | Added$2.85M |
| Vestmark Advisory Solutions, Inc. | 411.6K | $10.9M | $47.9K | Added$3.03M |
| Sprinkle Financial Consultants LLC | 375.4K | $9.98M | $57K | Added$566.5K |
| Elser Financial Planning, Inc | 364.3K | $9.74M | — | New |
| Apella Capital, LLC | 330.2K | $9.57M | $825.3K | Added$1.02M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 359.7K | $9.56M | $55.7K | Added$371K |
| American Investment Services, Inc. | 358.6K | $9.53M | $53.5K | Added$690.9K |
| XY Planning Network, Inc. | 346.2K | $9.26M | $99.2K | Added$1.07M |
| Allworth Financial LP | 338.7K | $9M | $30.2K | Added$4.02M |
| ENVESTNET ASSET MANAGEMENT INC | 336.7K | $8.95M | $43.3K | Added$1.8M |
| AWM CAPITAL, LLC | 333K | $8.85M | $51.1K | Added$408.2K |
| SJS Investment Consulting Inc. | 329.5K | $8.76M | $47.7K | Added$891.7K |
| North Ridge Wealth Advisors, Inc. | 314.6K | $8.36M | $46.9K | Added$612.4K |
| REAP Financial Group, LLC | 314K | $8.35M | $44.7K | Added$965.3K |
| GREAT LAKES ADVISORS, LLC | 274.9K | $7.31M | $20.1K | Added$3.99M |
| RFG Advisory, LLC | 273.5K | $7.27M | $43.7K | Cut−$208.9K |
| Wealth Architects, LLC | 269.4K | $7.16M | $41.4K | Added$323.5K |
| McLean Asset Management Corp | 267.3K | $7.11M | −$57.6K | Added$3.12M |
| GeoWealth Management, LLC | 263.7K | $7.01M | $37.9K | Added$743.2K |
| Arax Advisory Partners | 256.9K | $6.83M | $41.1K | Cut−$12.9M |
| Burk Holdings LLC | 254.4K | $6.76M | $38K | Added$486.3K |
| Peirce Capital Management, LLC | 253K | $6.73M | $40.3K | Added$77.1K |
| CogentBlue Wealth Advisors, LLC | 245.1K | $6.51M | $39.2K | Added$39.2K |
| Tilson Financial Group, Inc. | 244.2K | $6.49M | $36K | Added$549.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 235.6K | $6.36M | $91.9K | Cut−$1.17M |
| Sterling Financial Planning, Inc. | 235.3K | $6.25M | $35.1K | Added$457.2K |
| AdvisorNet Financial, Inc | 215.4K | $5.73M | $32.5K | Added$356.3K |
| Henrickson Nauta Wealth Advisors, Inc. | 214K | $5.69M | −$6.43K | Cut−$3.46M |
| Forum Private Client Group LLC | 211.3K | $5.62M | $31.4K | Added$538.7K |
| Parkshore Wealth Management, Inc. | 211K | $5.61M | $33.8K | Cut−$2.03M |
| HFM Investment Advisors, LLC | 205.5K | $5.46M | $29.8K | Added$550.3K |
| Greenspring Advisors, LLC | 204.2K | $5.43M | $30.1K | Added$457.7K |
| New Dimensions Wealth Management, LLC | 197.8K | $5.26M | $31K | Added$140K |
| Shotwell Rutter Baer Inc | 195.2K | $5.19M | −$16.7K | Added$240.4K |
| Parkwoods Wealth Partners, LLC | 194.3K | $5.16M | $18.1K | Added$2.18M |
| Vawter Financial, Ltd. | 192K | $5.1M | $29.4K | Added$242.7K |
| Ruedi Wealth Management, Inc. | 191K | $5.08M | $27.7K | Added$492.6K |
| New Capital Management LP | 190.6K | $5.07M | $23.8K | Added$1.14M |
| LAM GROUP, INC. | 188.1K | $5M | $30.1K | Cut−$349K |
| AlTi Global, Inc. | 179.7K | $4.78M | $28.7K | Added$28.7K |
| Integrity Advisory Solutions, LLC | 178.9K | $4.75M | $25.5K | Added$538.8K |
| Clarity Wealth Development LLC | 178.3K | $4.74M | $27.4K | Added$213.8K |
| JDH Wealth Management, LLC | 176.7K | $4.7M | $26.9K | Added$255.1K |
| Balanced Rock Investment Advisors LLC | 175.8K | $4.67M | $27.4K | Added$149K |
| Financial Engines Advisors L.L.C. | 172.2K | $4.58M | $27.5K | Cut−$2.36M |
| Spire Wealth Management | 171.3K | $4.55M | $24.3K | Added$543.8K |
| EP Wealth Advisors, LLC | 169.6K | $4.51M | $27.1K | Cut−$985.5K |
| Pathstone Holdings, LLC | 165.5K | $4.4M | $26.5K | Cut−$28.5K |
| Farther Finance Advisors, LLC | 164.1K | $4.39M | $49.2K | Added$326.5K |
| EverSource Wealth Advisors, LLC | 163.1K | $4.33M | $26.1K | Cut−$604.5K |
| JPMORGAN CHASE & CO | 161.7K | $4.23M | −$46.8K | Cut−$34.8K |
| Cherry Tree Wealth Management, LLC | 157.4K | $4.18M | $24.1K | Added$207.5K |
| COOPER/HAIMS ADVISORS, LLC | 152.9K | $4.06M | $23.5K | Added$183.9K |
| VESTIA PERSONAL WEALTH ADVISORS | 149.2K | $3.97M | −$50.4K | Added$636.1K |
| OSAIC HOLDINGS, INC. | 147K | $3.91M | $23.1K | Cut−$153.5K |
| INTEGRITY ALLIANCE, LLC. | 146.3K | $3.89M | $22.3K | Added$209.7K |
| Physician Wealth Solutions Inc. | 139K | $3.7M | $16.2K | Added$1.02M |
| LRI Investments, LLC | 127.8K | $3.4M | $20.5K | Cut−$35.9K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 124.1K | $3.3M | $15.8K | Added$692.1K |
| Krilogy Financial LLC | 114.3K | $3.27M | $187.4K | Added$108.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 119.7K | $3.18M | $18.1K | Added$189K |
| CLARIS ADVISORS, LLC / MO / | 119.2K | $3.17M | $15.7K | Added$581.4K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 117.5K | $3.12M | $18.8K | Cut−$269.3K |
| Mattern Wealth Management LLC | 114.6K | $3.05M | $17.4K | Added$168.3K |
| COGENT STRATEGIC WEALTH LLC | 113.8K | $3.03M | −$39.1K | Added$14K |
| Burton Enright Welch | 111K | $2.95M | $17.8K | Added$7.38K |
| Wealth Advisors Northwest LLC | 110.2K | $2.93M | $16.2K | Added$248.6K |
| Chicago Partners Investment Group LLC | 102.7K | $2.91M | $144K | Added$159.2K |
| Stratos Investment Management, LLC | 107.9K | $2.87M | $16.4K | Added$163.4K |
| Longview Financial Advisors LLC | 107.9K | $2.87M | $16.2K | Added$190.6K |
| Yardley Wealth Management LLC | 107.9K | $2.87M | $15.5K | Added$305.7K |
| MML INVESTORS SERVICES, LLC | 104.4K | $2.78M | $14.8K | Added$325.5K |
| Porter White Investment Advisors, Inc. | 103K | $2.74M | $16.5K | Added$17.2K |
| KEB ASSET MANAGEMENT, LLC | 101.6K | $2.7M | $14.2K | Added$346.6K |
| SAGE RHINO CAPITAL LLC | 100K | $2.66M | $13.5K | Added$423.3K |
| Sterling Wealth Management, Inc. | 99.2K | $2.64M | $15.2K | Added$126.6K |
| Foundry Financial LLC | 89.9K | $2.39M | $11.9K | Added$430.9K |
| Aegis Wealth Management LLC | 87.6K | $2.33M | $14K | Cut−$123.8K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 86.8K | $2.31M | $12K | Added$323.5K |
| D.A. DAVIDSON & CO. | 86.2K | $2.29M | $13.5K | Added$67.6K |
| Sterling Wealth Advisors Inc | 79.1K | $2.29M | $202.3K | Added$204.7K |
| Sensenig Capital Advisors, Inc | 85.4K | $2.27M | $13.2K | Added$85.5K |
| RAYMOND JAMES FINANCIAL INC | 85.2K | $2.26M | $10.6K | Added$516.2K |
| Avant Financial Advisors LLC | 85.1K | $2.26M | $13.4K | Added$46K |
| Orion Porfolio Solutions, LLC | 84.2K | $2.24M | $13.3K | Added$40.4K |
| MORRIS FINANCIAL CONCEPTS, INC. | 80.8K | $2.15M | $10.7K | Added$375.6K |
| POINCIANA ADVISORS GROUP, LLC | 77.5K | $2.06M | $11.9K | Added$91.9K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 74.2K | $1.97M | $10.4K | Added$245.8K |
| Vistica Wealth Advisors, LLC | 71.5K | $1.9M | $11.4K | Cut−$608K |
| Hill Investment Group Partners, LLC | 71.3K | $1.9M | $11.4K | Cut−$416.7K |
| Meritas Wealth Management, LLC | 70.9K | $1.88M | $9.97K | Added$238.1K |
| Creative Planning | 70.4K | $1.87M | $10.8K | Added$90.5K |
| SC&H Financial Advisors, Inc. | 67.4K | $1.79M | $10.5K | Added$64.9K |
| First Command Advisory Services, Inc. | 66.9K | $1.78M | $2.27K | Added$1.4M |
| SageOak Financial, LLC | 66.5K | $1.77M | $10.4K | Added$53.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 64.2K | $1.71M | $8.7K | Added$270.5K |
| Wheels Up Wealth, Inc. | 63.2K | $1.68M | $10.1K | Cut−$76.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 62.4K | $1.66M | — | New |
| CSP Financial Group, LLC | 60.4K | $1.61M | — | Held |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 60.4K | $1.61M | $9.36K | Added$63K |
| Three Arch Wealth Management LLC | 59.4K | $1.58M | $9.49K | Cut−$81.2K |
| Tactive Advisors, LLC | 59K | $1.57M | $9.19K | Added$51.4K |
| Vantage Point Financial LLC | 58.1K | $1.54M | $8.57K | Added$131.6K |
| Cyndeo Wealth Partners, LLC | 55.5K | $1.47M | $8.22K | Added$117K |
| Ridgeline Wealth, LLC | 55.4K | $1.47M | $8.36K | Added$88.2K |
| Savvy Advisors, Inc. | 54.8K | $1.46M | $7.36K | Added$241.6K |
| Amicus Financial Advisors, LLC | 54.6K | $1.45M | $5.62K | Added$524K |
| McNamara Financial Services, Inc. | 53.3K | $1.42M | $8.35K | Added$38.3K |
| Abel Hall, LLC | 52.8K | $1.4M | $8.47K | Added$8.98K |
| marrick wealth, LLC | 51.9K | $1.38M | $8.14K | Added$34K |
| Geneos Wealth Management Inc. | 51.8K | $1.38M | $7.46K | Added$144.6K |
| W.H. Cornerstone Investments Inc. | 51.6K | $1.37M | $8.24K | Cut−$109.7K |
| Kestra Advisory Services, LLC | 51.2K | $1.36M | $7.32K | Added$152.1K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 50.9K | $1.35M | $7.93K | Added$41.6K |
| Wealthcare Advisory Partners LLC | 48.1K | $1.28M | $7.69K | Cut−$808.4K |
| Steward Partners Investment Advisory, LLC | 47.6K | $1.26M | $3.1K | Added$753.3K |
| D. E. Shaw & Co., Inc. | 47.6K | $1.26M | $4.31K | Added$551.4K |
| KEYVANTAGE WEALTH, LLC | 46K | $1.22M | $6.94K | Added$76.7K |
| CAPTRUST FINANCIAL ADVISORS | 45.3K | $1.2M | $7.24K | Cut−$103.1K |
| Cerity Partners LLC | 45K | $1.2M | — | New |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 44.1K | $1.17M | $6.67K | Added$71.6K |
| Icahn Capital | 43.1K | $1.15M | $5.43K | Added$248.8K |
| Integrated Wealth Concepts LLC | 43K | $1.14M | $6.66K | Added$42.7K |
| SUTTON PLACE INVESTORS LLC | 42.8K | $1.14M | $5.16K | Added$286.7K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 42.6K | $1.13M | $5.67K | Added$195.6K |
| AA Financial Advisors, LLC | 42.4K | $1.13M | — | New |
| WorthPointe, LLC | 42.4K | $1.13M | $6.45K | Added$59.7K |
| Heritage Investment Group, Inc. | 41.2K | $1.1M | $5.83K | Added$132.4K |
| Root Financial Partners, LLC | 40.5K | $1.08M | $4.76K | Added$290.3K |
| MASTER'S WEALTH MANAGEMENT INC. | 40.5K | $1.08M | $6.49K | Cut−$183.9K |
| QUARRY HILL ADVISORS, LLC | 37K | $1.07M | $94.4K | Cut−$4.4K |
| Bay Harbor Wealth Management, LLC | 39.6K | $1.05M | $5.45K | Added$155.3K |
| STIFEL FINANCIAL CORP | 38.6K | $1.03M | $6.16K | Cut−$68.1K |
| Merit Financial Group, LLC | 38.5K | $1.02M | — | New |
| Proficio Capital Partners LLC | 38.3K | $1.02M | $6.13K | Cut−$34K |
| Brand Asset Management Group, Inc. | 37.5K | $997.1K | $1.21K | Added$794.7K |
| Modera Wealth Management, LLC | 37.4K | $993.5K | $5.99K | Cut−$12.1K |
| Cypress Point Wealth Management, LLC | 35.7K | $949.8K | $5.72K | Cut−$230.4K |
| Core Wealth Management, Inc. | 35.1K | $933.7K | $4.48K | Added$193.3K |
| Blue Trust, Inc. | 34.4K | $913.3K | $5.39K | Added$22.8K |
| Acorn Wealth Advisors, LLC | 33.3K | $885.8K | $4.23K | Added$189.4K |
| MISSION WEALTH MANAGEMENT, LP | 32.8K | $872.5K | $4.36K | Added$156.2K |
| Equita Financial Network, Inc. | 31.5K | $837.2K | $5.04K | Added$6.13K |
| Cogent Private Wealth, Inc. | 29.9K | $795K | $4.53K | Added$47.9K |
| Vise Technologies, Inc. | 29.8K | $787.6K | $0 | Held |
| Abacus Planning Group, Inc. | 29.3K | $778.8K | $2.92K | Added$298.2K |
| Signal Advisors Wealth, LLC | 28.4K | $754.4K | $4.39K | Added$31.9K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 28.2K | $750.8K | $3.91K | Added$105.3K |
| Mariner, LLC | 27.9K | $741.5K | $4.46K | Cut−$73.1K |
| KM Capital Management Ltd. | 25.5K | $735K | $60K | Cut−$48.9K |
| BWM Planning, LLC | 27.5K | $732.1K | $4.39K | Cut−$659.7K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 25.4K | $720.8K | $34.2K | Added$129.9K |
| Ares Financial Consulting, LLC | 25.9K | $691.6K | $6K | Added$196.5K |
| Private Advisor Group, LLC | 25.6K | $680.7K | $4.04K | Added$13.7K |
| FIRETHORN WEALTH PARTNERS, LLC | 25.2K | $669.2K | $4.01K | Cut−$6.17K |
| Shearwater Capital LLC | 24.8K | $659.6K | $3.77K | Added$37.7K |
| MB Generational Wealth, LLC | 24.7K | $657.7K | $3.89K | Added$14.7K |
| Abacus Wealth Partners, LLC | 24.6K | $653.4K | $3.93K | Cut−$68K |
| UBS Group AG | 24.2K | $643.8K | $46 | Added$636.3K |
| Foster Group, Inc. | 24.1K | $640.7K | $3.26K | Added$101.2K |
| Smartleaf Asset Management LLC | 23.9K | $624.6K | −$11.5K | Cut−$21.4K |
| Leading Edge Financial Planning LLC | 23.4K | $621.8K | $2.68K | Added$178.9K |
| Kane Co Wealth Management, Inc. | 23.2K | $617.9K | $3.34K | Added$66.5K |
| COLLECTIVE FAMILY OFFICE LLC | 22.3K | $593.6K | $3.53K | Added$9.86K |
| First Pacific Financial | 22.2K | $591.1K | $3K | Added$97.8K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 22.2K | $590.4K | $3.11K | Added$76K |
| HEFFERNAN ADVISORY, INC | 21.9K | $583.3K | $3.22K | Added$51.4K |
| Seaside Wealth Management, Inc. | 21.6K | $573.7K | $3.48K | Added$3.82K |
| Capstone Wealth Management, LLC | 21.6K | $573K | $2.99K | Added$79.7K |
| Equitable Holdings, Inc. | 21.5K | $569K | $0 | Added$3.94K |
| Oath Planning, LLC | 21.2K | $563.4K | $3.1K | Added$53.6K |
| Aerodigm Wealth, LLC | 21K | $557.6K | $3.36K | Added$2.33K |
| TRUIST FINANCIAL CORP | 20.4K | $541.6K | $3.27K | Cut−$85.3K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 19.3K | $540.5K | $26.3K | Added$26.5K |
| Live Oak Private Wealth LLC | 19.3K | $511.9K | $2.29K | Added$134.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 19K | $504.3K | $2.68K | Added$45.6K |
| Foundation Wealth Management, LLC\PA | 17.5K | $466K | $2.81K | Cut−$165.4K |
| Five Oceans Advisors | 17.1K | $454.3K | $2.74K | Added$624 |
| Essential Planning, LLC. | 16.6K | $442.3K | $2.18K | Added$87.2K |
| Navigate Wealth Management, LLC | 14.9K | $425.1K | — | Held |
| MORGAN STANLEY | 15.9K | $421.7K | $2.55K | Cut−$55.8K |
| CITIGROUP INC | 15.9K | $421.4K | $1.73K | Added$135.5K |
| NWAM LLC | 14.7K | $389.5K | −$5.28K | Cut−$66.1K |
| Two West Capital Advisors LLC | 13.4K | $379.7K | $25.6K | Added$31K |
| SIGNATUREFD, LLC | 13.8K | $367.7K | $232 | Added$329.5K |
| McGrath & Associates, Inc. | 13.8K | $367.6K | $2.21K | Cut−$147.4K |
| Cetera Investment Advisers | 13.7K | $364.7K | $2.18K | Cut−$9.34K |
| IFP Advisors, Inc | 13.5K | $359.7K | $2.02K | Added$25.4K |
| Hutchens & Kramer Investment Management Group, LLC | 13.3K | $354.3K | $2.13K | Cut−$959 |
| Mills Wealth Advisors LLC | 13.3K | $353.3K | — | New |
| U.S. Capital Wealth Advisors, LLC | 13K | $346.6K | $2.09K | Cut−$10.4K |
| SouthState Bank Corp | 13K | $344.9K | $2.08K | Added$15 |
| ASSETMARK, INC | 12.7K | $337K | $2.02K | Cut−$3.71K |
| Approach Retirement Advisors, LLC | 12.6K | $335.9K | $1.99K | Added$4.97K |
| KFG WEALTH MANAGEMENT, LLC | 12.6K | $334.8K | $2.02K | Cut−$1.25M |
| Triad Wealth Partners, LLC | 12.5K | $332.9K | $1.74K | Added$43.3K |
| Wealth Enhancement Trust Services, Inc. | 12.5K | $332.1K | $960 | Added$173.5K |
| Broadhurst Jeffrey B | 12.3K | $327.9K | $1.81K | Added$32.1K |
| Investmark Advisory Group LLC | 12.2K | $324.8K | $1.93K | Added$7.14K |
| NICOLET BANKSHARES INC | 12K | $319K | — | New |
| CHOREO, LLC | 11.9K | $317.6K | — | New |
| Brookstone Capital Management | 11.9K | $316.7K | — | New |
| Donalies Financial Planning, LLC | 11.8K | $314.2K | $1.85K | Added$8.71K |
| Simplicity Wealth,LLC | 11.7K | $311.4K | $1.78K | Added$19.7K |
| CLIENT 1ST ADVISORY GROUP, LLC | 11.7K | $311.1K | $1.87K | Cut−$52.4K |
| DOPKINS WEALTH MANAGEMENT, LLC | 11.6K | $308.3K | $1.84K | Cut−$46K |
| Invst, LLC | 11.5K | $305.2K | $1.74K | Added$18.3K |
| Wedmont Private Capital | 10.8K | $298K | $11.1K | Added$54.4K |
| Summit Financial, LLC | 11.1K | $295.8K | $1.79K | Cut−$22.3K |
| Rehmann Capital Advisory Group | 10.8K | $288K | $1.73K | Cut−$1.25K |
Who left
- Citadel$8.59M
- McMill Wealth Management$5.8M
- Trust Co of the South$1.26M
- LJI Wealth Management, LLC$771.8K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$295K
- BROWN ADVISORY INC$275.8K
- GTS SECURITIES LLC$224.3K
- MAI Capital Management$69.1K
- Concord Wealth Partners$15.5K
- JONES FINANCIAL COMPANIES LLLP$9.99K
- Quent Capital, LLC$2.62K
- Vermillion & White Wealth Management Group, LLC$1.66K
- Mowery & Schoenfeld Wealth Management, LLC$1.48K
- SOL Capital Management CO$687
- EXCHANGE TRADED CONCEPTS, LLC$528
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.