Stock
Reported value
$1.39B
Holders
255
+17 new · −14 exited
Holders’ est. mark
−$69.9M
Price effect on 230 books still in the name
Largest holder
$224.6M
Retirement Solution LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Retirement Solution LLC | 5.47M | $224.6M | −$12.7M | Cut−$11M |
| AWM CAPITAL, LLC | 3.28M | $134.8M | −$7.12M | Added$2.59M |
| Quantum Financial Advisors, LLC | 2.4M | $98.7M | −$5.62M | Cut−$5.62M |
| MASECO LLP | 2.02M | $83.3M | −$4.45M | Cut−$1.55M |
| Focus Partners Wealth | 1.93M | $81.6M | −$2.31M | Cut−$302.9K |
| Citrine Capital LLC | 1.38M | $56.7M | −$3.02M | Added$653.4K |
| Abacus Wealth Partners, LLC | 1.28M | $52.7M | −$2.91M | Cut−$1.33M |
| Pathstone Holdings, LLC | 1.23M | $50.6M | −$2.41M | Added$5.99M |
| EP Wealth Advisors, LLC | 704.1K | $28.9M | — | New |
| Five Oceans Advisors | 467.3K | $19.2M | −$1.03M | Added$146.7K |
| Savant Capital, LLC | 457.1K | $18.8M | −$169.2K | Added$15.6M |
| Forum Financial Management, LP | 449.6K | $18.5M | −$1.03M | Cut−$620.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 429.9K | $17.8M | −$1.25M | Cut−$3.6M |
| Apella Capital, LLC | 395.4K | $17.8M | $441.2K | Added$4.97M |
| Pure Financial Advisors, LLC | 409.2K | $16.8M | −$946K | Cut−$742.7K |
| Focus Partners Advisor Solutions, LLC | 404.7K | $16.6M | −$933K | Cut−$688.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 383.2K | $15.7M | −$678.1K | Added$3.16M |
| Gibson Capital, LLC | 375.8K | $15.4M | −$879.3K | Cut−$879.3K |
| Beacon Pointe Advisors, LLC | 337K | $13.8M | −$674.2K | Added$1.34M |
| Simplicity Wealth,LLC | 297.2K | $12.2M | −$695.5K | Cut−$1.62M |
| Triune Financial Partners, LLC | 281.7K | $11.6M | −$807.2K | Cut−$437.5K |
| TCI Wealth Advisors, Inc. | 271K | $11.1M | −$600.8K | Cut−$15.7K |
| Wealth Architects, LLC | 267.1K | $11M | −$625K | Cut−$726K |
| QUARRY HILL ADVISORS, LLC | 243.9K | $11M | $338.4K | Added$1.14M |
| New Capital Management LP | 247.5K | $10.2M | −$579.1K | Cut−$1.4M |
| OneDigital Investment Advisors LLC | 228.9K | $9.41M | −$505K | Added$32.9K |
| Elser Financial Planning, Inc | 226K | $9.28M | — | New |
| SJS Investment Consulting Inc. | 210.3K | $8.64M | −$492.2K | Cut−$511.1K |
| NWAM LLC | 209.3K | $8.6M | −$482.6K | Cut−$354.6K |
| Momentous Wealth Management, Inc. | 194.1K | $7.97M | −$431.2K | Cut−$29.9K |
| Planning Center, Inc. | 184.7K | $7.59M | −$427.4K | Cut−$341.9K |
| Cardinal Point Capital Management ULC | 182.8K | $7.51M | −$427.8K | Cut−$752.6K |
| Corient Private Wealth LLC | 213.8K | $7.29M | −$1.57M | Cut−$33K |
| Broadhurst Jeffrey B | 168.3K | $6.91M | −$358.6K | Added$257.7K |
| LPL Financial LLC | 167.7K | $6.89M | −$343.3K | Added$520.4K |
| Sequoia Financial Advisors, LLC | 151.4K | $6.22M | −$354.1K | Cut−$351.4K |
| Allodium Investment Consultants, LLC | 145.9K | $6M | −$309K | Added$262.3K |
| ELEVATION WEALTH PARTNERS, LLC | 144.1K | $5.92M | −$336.4K | Cut−$321.8K |
| Donalies Financial Planning, LLC | 135.1K | $5.55M | −$316.2K | Cut−$317.8K |
| Composition Wealth, LLC | 132.5K | $5.45M | −$310.1K | Cut−$757.7K |
| RAM Investment Partners, LLC | 128.6K | $5.28M | −$283.4K | Added$25.2K |
| Rockbridge Investment Management, LCC | 128K | $5.26M | −$299.5K | Cut−$298.1K |
| Wealth Management Strategies, Inc. | 124.1K | $5.1M | −$289.8K | Cut−$277.8K |
| BROWN ADVISORY INC | 122.1K | $5.02M | −$89K | Added$3.37M |
| Equita Financial Network, Inc. | 119.1K | $4.89M | −$233.3K | Added$564.6K |
| Foster Group, Inc. | 117.8K | $4.84M | −$274K | Cut−$242K |
| Aspen Capital Management, LLC | 114.3K | $4.7M | −$267.4K | Cut−$467K |
| Root Financial Partners, LLC | 114.1K | $4.69M | −$131.6K | Added$2.25M |
| MB Generational Wealth, LLC | 105K | $4.31M | −$232K | Added$6.11K |
| COMMONWEALTH EQUITY SERVICES, LLC | 98.8K | $4.06M | −$226.2K | Cut−$137.4K |
| Northland Capital Management LLC | 98.2K | $4.03M | −$229.7K | Cut−$1.67M |
| Addison Advisors LLC | 97.6K | $4.01M | −$223K | Cut−$127K |
| Truepoint, Inc. | 92.4K | $3.8M | −$215K | Cut−$195.1K |
| Chicago Partners Investment Group LLC | 83.3K | $3.74M | $67.9K | Added$141K |
| Syverson Strege & Co | 87.8K | $3.61M | −$205.5K | Cut−$209.6K |
| Perigon Wealth Management, LLC | 86.8K | $3.57M | −$153.8K | Added$711.8K |
| RAYMOND JAMES FINANCIAL INC | 85.4K | $3.51M | −$182.6K | Added$120.8K |
| Wheels Up Wealth, Inc. | 83.7K | $3.44M | −$195.9K | Cut−$209.5K |
| Longview Financial Advisors LLC | 71.3K | $2.93M | −$146.1K | Added$218.9K |
| Burton Enright Welch | 70.3K | $2.89M | −$139.7K | Added$294K |
| Level Financial Advisors | 68.1K | $2.8M | −$159.4K | Cut−$209.9K |
| Premier Financial Group | 67.1K | $2.8M | −$130.4K | Cut−$77.1K |
| Asset Dedication, LLC | 65K | $2.67M | −$152.1K | Cut−$1.01M |
| Babb Wealth Advisors LLC | 63.7K | $2.62M | −$137.9K | Added$57.2K |
| Foundation Wealth Management, LLC\PA | 60.5K | $2.49M | −$139.8K | Cut−$106.7K |
| Vise Technologies, Inc. | 56.6K | $2.46M | $0 | Held |
| Sensenig Capital Advisors, Inc | 59.8K | $2.46M | −$139.9K | Cut−$502.4K |
| COMPASS CAPITAL CORP /MA/ /ADV | 50.1K | $2.28M | $61.3K | Added$109.7K |
| DiNuzzo Private Wealth, Inc. | 55.4K | $2.27M | −$118.3K | Added$79.7K |
| BetterWealth, LLC | 55.2K | $2.27M | −$129.1K | Cut−$157.3K |
| Flagstone Financial Management | 53.9K | $2.22M | −$121.4K | Cut−$37K |
| Private Advisor Group, LLC | 53.6K | $2.2M | −$102K | Added$310.3K |
| United Wealth Management, LLC | 51.7K | $2.13M | −$120.9K | Cut−$118.5K |
| RW Investment Management LLC | 50.4K | $2.07M | — | Held |
| Petersen Hastings Wealth Advisors Inc. | 49.4K | $2.03M | −$115.6K | Cut−$125.9K |
| JANE STREET GROUP, LLC | 49.3K | $2.03M | −$25.3K | Added$1.56M |
| VISTA CAPITAL PARTNERS, INC. | 49K | $2.01M | −$112.7K | Cut−$77.9K |
| Joel Adams & Associates, Inc. | 47.6K | $1.96M | −$55.8K | Added$920.2K |
| XY Planning Network, Inc. | 47.2K | $1.96M | −$94.3K | Cut−$81K |
| D.A. DAVIDSON & CO. | 46.6K | $1.92M | −$109.1K | Cut−$214.7K |
| Farther Finance Advisors, LLC | 46K | $1.9M | −$72.4K | Added$340.2K |
| Strategic Investment Solutions, Inc. /IL | 46.2K | $1.9M | −$108.2K | Cut−$443.5K |
| Creative Capital Management Investments LLC | 42.6K | $1.75M | −$39.4K | Added$1.02M |
| North Ridge Wealth Advisors, Inc. | 42.3K | $1.74M | −$94.9K | Cut−$24.1K |
| Sellwood Investment Partners LLC | 40.8K | $1.68M | −$95.3K | Cut−$90.6K |
| Wealth Advisors Northwest LLC | 40.6K | $1.67M | −$88.2K | Added$31.2K |
| Morling Financial Advisors, LLC | 39.4K | $1.62M | −$92.3K | Cut−$125.1K |
| Monument Group Wealth Advisors, LLC | 39.1K | $1.61M | −$68.3K | Added$339.9K |
| Trellis Wealth Advisors LLC | 39K | $1.6M | −$91.3K | Cut−$611.6K |
| Modera Wealth Management, LLC | 37.2K | $1.53M | −$87.1K | Cut−$138.6K |
| Wolfstich Capital, LLC | 38.3K | $1.53M | −$135.3K | Cut−$165.3K |
| Caprock Group, LLC | 36.9K | $1.52M | −$86.1K | Cut−$82.8K |
| STIFEL FINANCIAL CORP | 35.9K | $1.48M | −$84.1K | Cut−$116.6K |
| Cambridge Financial Group, LLC | 35K | $1.44M | $92.3K | Added$250.8K |
| Greenspring Advisors, LLC | 34.5K | $1.42M | −$71.2K | Added$94.5K |
| CAHILL FINANCIAL ADVISORS INC | 34.3K | $1.41M | −$80.3K | Cut−$84.6K |
| MORRIS FINANCIAL CONCEPTS, INC. | 33.5K | $1.38M | −$27.2K | Added$871.9K |
| Bridgewater Advisors Inc. | 29.6K | $1.35M | $51.7K | Added$79.7K |
| Mason & Associates Inc | 33.5K | $1.34M | −$114.4K | Cut−$69.7K |
| EnRich Financial Partners LLC | 32.5K | $1.34M | −$76.1K | Cut−$105.4K |
| Cordant, Inc. | 32.5K | $1.33M | −$42.4K | Added$546.6K |
| HILL ISLAND FINANCIAL LLC | 31.9K | $1.31M | −$70K | Added$9.82K |
| MML INVESTORS SERVICES, LLC | 31.7K | $1.3M | −$74.3K | Cut−$631.4K |
| Physician Wealth Advisors, Inc. | 31.4K | $1.29M | −$71.6K | Cut−$40.2K |
| Mills Wealth Advisors LLC | 31K | $1.27M | −$61.8K | Added$126.2K |
| FIDUCIARY FINANCIAL GROUP, LLC | 30.8K | $1.26M | −$67.7K | Added$8.02K |
| Balanced Rock Investment Advisors LLC | 30.5K | $1.25M | −$68.9K | Cut−$25.6K |
| Henrickson Nauta Wealth Advisors, Inc. | 30K | $1.23M | −$96.4K | Cut−$1.16M |
| WPWealth LLP | 28.8K | $1.19M | −$67.5K | Cut−$145.7K |
| Clearstead Advisors, LLC | 28.4K | $1.17M | −$9.81K | Added$984.1K |
| Shira Ridge Wealth Management | 27.6K | $1.14M | −$64.7K | Cut−$74.6K |
| Rehmann Capital Advisory Group | 27.1K | $1.11M | −$63.5K | Cut−$63.5K |
| 3 FACTOR INDEXING, LLC | 27.1K | $1.11M | — | Held |
| Quantinno Capital Management LP | 26.3K | $1.08M | −$53.5K | Added$87.4K |
| Altiora Financial Group, LLC | 26K | $1.07M | −$60.8K | Cut−$60.8K |
| MISSION WEALTH MANAGEMENT, LP | 25.4K | $1.04M | −$50K | Added$114.9K |
| HighTower Advisors, LLC | 25.2K | $1.03M | −$26.5K | Added$540.8K |
| GTS SECURITIES LLC | 25.1K | $1.03M | — | New |
| Mariner, LLC | 24.9K | $1.02M | −$50.5K | Added$85.8K |
| Meritas Wealth Management, LLC | 24.7K | $1.01M | −$52.2K | Added$45.1K |
| ROYAL BANK OF CANADA | 24.4K | $1M | −$4.82K | Added$913K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 24.4K | $1M | −$54.5K | Cut−$10.7K |
| Financial Plan, Inc. | 24.3K | $999.6K | −$45.2K | Added$160.6K |
| Vermillion Wealth Management, Inc. | 24.2K | $995.6K | −$56.6K | Cut−$54.2K |
| Eaton-Cambridge Inc. | 24.2K | $995.2K | — | New |
| CONSILIO WEALTH ADVISORS, LLC | 23.7K | $974.6K | — | New |
| JPMORGAN CHASE & CO | 24.2K | $966.8K | −$72.2K | Added$78.1K |
| Opulen Financial Group LLC | 22.7K | $933.4K | — | New |
| Tanager Wealth Management LLP | 22.3K | $915.7K | −$52.1K | Cut−$53.1K |
| Old Peak Finance LLC | 22.3K | $914.7K | −$50.2K | Cut−$17.7K |
| TFO Wealth Partners, LLC | 21.9K | $901.7K | — | New |
| OSAIC HOLDINGS, INC. | 21.5K | $883.5K | −$40.9K | Added$124.7K |
| AdvisorNet Financial, Inc | 21.4K | $880K | −$50.1K | Cut−$287.2K |
| AA Financial Advisors, LLC | 20.1K | $824.6K | — | New |
| Investment Advisory Group, LLC | 20.1K | $824K | −$46.9K | Cut−$46.9K |
| BANK OF AMERICA CORP /DE/ | 19.1K | $783.2K | −$44.6K | Cut−$94.5K |
| Orion Capital Management LLC | 18.6K | $764.4K | −$43.6K | Cut−$199.4K |
| Envision Financial Planning, LLC | 18.5K | $759.9K | −$37K | Added$72.9K |
| HICKS CAPITAL MANAGEMENT LLC | 18.4K | $756.5K | −$43.1K | Cut−$43.1K |
| Opes Wealth Management LLC | 18.2K | $749.7K | −$42K | Cut−$29.7K |
| Ledgewood Wealth Advisors, LLC | 18.1K | $744.9K | −$42.4K | Cut−$42.5K |
| Signature Resources Capital Management, LLC | 18.1K | $741.9K | −$41.9K | Cut−$34.9K |
| Freedom Financial Partners LLC | 18K | $739.8K | −$41.8K | Cut−$36.2K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 17.9K | $737.4K | −$40.1K | Cut−$7.47K |
| Wealthspire Advisors, LLC | 17.6K | $724.7K | −$41.3K | Cut−$41.3K |
| Ruedi Wealth Management, Inc. | 17.5K | $717.6K | −$37K | Added$30.2K |
| Tortoise Investment Management, LLC | 17.2K | $707.6K | −$36.8K | Added$24.9K |
| Montis Financial, LLC | 15.8K | $648.6K | −$36.9K | Cut−$36.9K |
| ACTION POINT FINANCIAL PLANNING, LLC | 15.5K | $635.2K | — | Held |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 15.2K | $622.8K | −$35.4K | Cut−$54.4K |
| Pine Harbor Wealth Management, LLC | 15K | $616.1K | −$35.1K | Cut−$69.9K |
| ENVESTNET ASSET MANAGEMENT INC | 14.8K | $609K | −$19.1K | Added$254.8K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 14.6K | $598.7K | −$34.1K | Cut−$34.1K |
| NewEdge Wealth, LLC | 14.5K | $596K | −$30.8K | Added$24K |
| FAMILY WEALTH PARTNERS, LLC | 14.1K | $579.8K | −$21.6K | Added$178.8K |
| Glassman Wealth Services | 13.9K | $570.5K | −$29.8K | Added$17.1K |
| McGrath & Associates, Inc. | 13.8K | $565.2K | −$31.9K | Cut−$27.8K |
| Stratos Investment Management, LLC | 13.1K | $538.9K | −$30.7K | Cut−$416K |
| DEFINE FINANCIAL, LLC | 12.8K | $527.2K | −$30K | Cut−$28.8K |
| HTG Investment Advisors, Inc. | 12.6K | $516.6K | −$23K | Added$90.4K |
| Three Arch Wealth Management LLC | 12K | $494.1K | −$18.8K | Added$145.6K |
| Heck Capital Advisors, LLC | 11.9K | $487.5K | −$27.8K | Cut−$40.1K |
| VESTIA PERSONAL WEALTH ADVISORS | 11.7K | $481.3K | — | New |
| Forvis Mazars Wealth Advisors, LLC | 11.5K | $471.8K | −$26.9K | Cut−$26.9K |
| Golden State Equity Partners | 11.5K | $470.6K | −$20.5K | Added$89.5K |
| Kestra Advisory Services, LLC | 11K | $450.9K | −$25.7K | Cut−$25.7K |
| EXENCIAL WEALTH ADVISORS, LLC | 10.8K | $444.5K | −$16.9K | Added$130.9K |
| Passive Capital Management, LLC. | 10.8K | $443.8K | −$25.3K | Cut−$25.3K |
| Rockwood Wealth Management, LLC | 10.6K | $434.9K | −$24.3K | Cut−$17K |
| True Wealth Design, LLC | 10.3K | $425K | −$24.2K | Cut−$36.6K |
| Ballast Rock Private Wealth LLC | 10.2K | $420.8K | −$24K | Cut−$24K |
| Shore Point Advisors, LLC | 9.66K | $397K | −$22.6K | Cut−$27.1K |
| Alpha Financial Advisors, LLC | 9.35K | $384.2K | −$15.6K | Added$94.5K |
| Austin Wealth Management, LLC | 9.12K | $379.6K | −$23.6K | Cut−$22.6K |
| Trailhead Planners LLC | 9.19K | $377.8K | −$21.5K | Cut−$21.5K |
| Avise Financial Cooperative, Inc. | 9K | $369.9K | −$21.1K | Cut−$27.1K |
| Towneley Capital Management, Inc / DE | 8.87K | $364.5K | −$20.7K | Cut−$22.8K |
| Wealthcare Advisory Partners LLC | 8.68K | $356.6K | −$20.3K | Cut−$46.7K |
| Geometric Wealth Advisors | 8.61K | $353.7K | −$20.1K | Cut−$264.5K |
| Keystone Financial Group, Inc. | 8.54K | $351K | −$19.7K | Cut−$15.2K |
| Prime Capital Investment Advisors, LLC | 8.03K | $329.7K | −$18.8K | Cut−$19.8K |
| Foundry Financial LLC | 7.97K | $327.4K | −$18.2K | Cut−$9.65K |
| Morton Capital Management LLC/CA | 7.92K | $325.6K | −$18.1K | Cut−$9.71K |
| ACORN CREEK CAPITAL LLC | 7.9K | $324.8K | −$13.8K | Added$68.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.9K | $324.7K | — | New |
| Private Advisory Group LLC | 7.88K | $323.7K | −$11.9K | Added$103.3K |
| Freedom Investment Management, Inc. | 7.81K | $321K | −$18.3K | Cut−$49.7K |
| Astra Wealth Partners LLC | 7.55K | $310.4K | −$17.7K | Cut−$24.7K |
| McGlone Suttner Wealth Management, Inc. | 7.31K | $300.5K | −$17.1K | Cut−$17.1K |
| Avior Wealth Management, LLC | 7.3K | $300K | −$15.8K | Added$6.76K |
| marrick wealth, LLC | 7.26K | $298.2K | −$17K | Cut−$22.2K |
| SNS Financial Group, LLC | 7.25K | $298.1K | −$16.7K | Cut−$11.7K |
| Glass Jacobson Investment Advisors llc | 7.25K | $297.9K | −$16.9K | Cut−$16.2K |
| Laurel Wealth Planning LLC | 7.25K | $297.8K | −$17K | Cut−$17K |
| Boyce & Associates Wealth Consulting, Inc. | 7.23K | $297.1K | −$16.9K | Cut−$16.9K |
| GRAND WEALTH MANAGEMENT, LLC | 7.15K | $293.7K | −$16.7K | Cut−$16.6K |
| Quadcap Wealth Management, LLC | 7.15K | $293.7K | −$16.7K | Cut−$16.7K |
| MBE Wealth Management, LLC | 7.02K | $288.5K | −$16.4K | Cut−$16.4K |
| Austin Asset Management Co Inc | 6.79K | $278.8K | −$15.9K | Cut−$15.9K |
| Belpointe Asset Management LLC | 6.74K | $276.9K | — | New |
| FMB WEALTH MANAGEMENT | 6.71K | $275.7K | −$12.1K | Added$50.8K |
| VERUS WEALTH MANAGEMENT, LLC | 6.6K | $271.2K | −$15.4K | Cut−$15.4K |
| ROBINSON SMITH WEALTH ADVISORS LLC | 6.58K | $270.4K | −$14.7K | Cut−$2.81K |
| Vickerman Investment Advisors, Inc. | 6.45K | $265.2K | −$15.1K | Cut−$85.5K |
| Concord Wealth Partners | 6.33K | $260.2K | — | New |
| SUTTON PLACE INVESTORS LLC | 6.29K | $258.5K | −$14.6K | Cut−$12.9K |
| BWM Planning, LLC | 5.94K | $244K | −$12.8K | Added$6.49K |
| Gemmer Asset Management LLC | 5.91K | $242.8K | −$13.8K | Cut−$13.2K |
| Physician Wealth Solutions Inc. | 5.8K | $238.3K | −$13.6K | Cut−$13.6K |
| Trademark Financial Management, LLC | 5.6K | $230.2K | −$13.1K | Cut−$13.1K |
| KILNER CAPITAL ADVISORS, LLC | 5.58K | $229.1K | −$13K | Cut−$13K |
| Integrity Wealth Solutions LLC | 5.57K | $228.7K | −$12.9K | Cut−$10.5K |
| Sanchez Levi Garrett | 5.55K | $228.3K | — | Held |
| Washington Trust Advisors, Inc. | 5.5K | $226.2K | −$12.9K | Cut−$12.3K |
| PW ADVISORS, LLC \ FL | 5.47K | $224.9K | −$12.8K | Cut−$26.1K |
| CURIO WEALTH, LLC | 5.38K | $221.1K | −$15.9K | Cut−$15.9K |
| MORGAN STANLEY | 5.1K | $209.7K | −$4.49K | Added$126.4K |
| Clarity Asset Management, Inc. | 5.05K | $207.5K | — | New |
| Red Tortoise LLC | 4.76K | $195.8K | −$11.2K | Cut−$11.2K |
| JFS WEALTH ADVISORS, LLC | 4.52K | $185.6K | −$10.6K | Cut−$19.1K |
| BANK OF MONTREAL /CAN/ | 4.25K | $174.7K | −$9.95K | Cut−$9.95K |
| American Capital Advisory, LLC | 3.66K | $150.2K | — | New |
| LRI Investments, LLC | 3.51K | $144.4K | −$8.22K | Cut−$8.22K |
| BELLEVUE ASSET MANAGEMENT, LLC | 3.31K | $136.2K | −$7.75K | Cut−$7.42K |
| Timmons Wealth Management, LLC | 3.05K | $125.3K | −$7.03K | Cut−$5.09K |
| Allworth Financial LP | 3.02K | $123.9K | −$6.83K | Cut−$2.84K |
| Burk Holdings LLC | 2.42K | $99.6K | — | New |
| IFP Advisors, Inc | 2.31K | $94.7K | −$5.39K | Cut−$33.2K |
| Medallion Wealth Advisors, LLC | 1.76K | $72.4K | −$4.12K | Cut−$4.12K |
| CARDIFF PARK ADVISORS, LLC | 1.63K | $66.9K | −$3.81K | Cut−$3.64K |
| C M BIDWELL & ASSOCIATES LTD | 1.5K | $61.6K | −$3.51K | Cut−$3.51K |
| PINNEY & SCOFIELD, INC. | 1.3K | $53.3K | −$3.04K | Cut−$15.8K |
| NewEdge Advisors, LLC | 46K | $46K | −$1.95M | Cut−$1.95M |
| Rialto Wealth Management, LLC | 1.08K | $44.5K | −$2.53K | Cut−$2.53K |
| Larson Financial Group LLC | 1K | $41.2K | −$2.34K | Cut−$2.34K |
| Qube Research & Technologies Ltd | 868 | $35.7K | −$2.03K | Cut−$4.12K |
| Dunhill Financial, LLC | 755 | $31K | −$496 | Added$21.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 388 | $15.9K | −$908 | Cut−$908 |
| Anfield Capital Management, LLC | 350 | $14.4K | −$819 | Cut−$819 |
| ELEVATE WEALTH ADVISORY, INC | 337 | $13.8K | −$789 | Cut−$789 |
| AlphaCore Capital LLC | 298 | $12.2K | −$697 | Cut−$697 |
| Smartleaf Asset Management LLC | 300 | $12K | −$1.15K | Cut−$1.15K |
| Betterment LLC | 261.7K | $10.8K | −$593 | Cut−$239 |
| Pillar Financial Advisors, LLC | 204 | $8.38K | — | New |
| Rockefeller Capital Management L.P. | 185 | $7.6K | −$433 | Cut−$433 |
| MAI Capital Management | 138 | $5.67K | −$323 | Cut−$323 |
| Financial Connections Group, Inc. | 46.4K | $1.9K | −$106 | Cut−$57 |
| von Borstel & Associates, Inc. | 33.4K | $1.37K | −$57 | Added$315 |
| Silver Oak Advisory Group, Inc. | 16.1K | $662 | −$32 | Added$65 |
| Warburton Capital Management, LLC | 11.1K | $477 | −$4 | Cut−$3 |
Who left
- BRIGHTON JONES LLC$8.73M
- ProCore Advisors, LLC$2.37M
- Legacy Private Trust Co.$327.8K
- Parkwoods Wealth Partners, LLC$305.2K
- Creative Planning$257.8K
- PENOBSCOT WEALTH MANAGEMENT$230.3K
- Sterling Wealth Management, Inc.$223.8K
- SageOak Financial, LLC$210.8K
- Kane Co Wealth Management, Inc.$205.2K
- Wealth Preservation Advisors, LLC$140.9K
- RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$84.6K
- UBS Group AG$15.5K
- SYM FINANCIAL Corp$5.21K
- One Degree Advisors Inc$202
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.