Stock
Reported value
$6.53B
Holders
555
+53 new · −16 exited
Holders’ est. mark
$321.8M
Price effect on 239 books still in the name
Largest holder
$566.8M
Forum Financial Management, LP
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $4.66M
- Renaissance Technologies0.0% · $1.31M
- Citadel0.0% · $4.35M
- Fidelity0.0% · $600.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Forum Financial Management, LP | 16.4M | $566.8M | $24.1M | Cut−$15M |
| Focus Partners Wealth | 9.01M | $311.8M | $12.6M | Added$35.2M |
| Focus Partners Advisor Solutions, LLC | 7.7M | $266M | $10.2M | Added$33.8M |
| Corient Private Wealth LLC | 7.04M | $243.1M | $10M | Added$9M |
| Sequoia Financial Advisors, LLC | 5.35M | $184.7M | $7.3M | Added$20.4M |
| Truepoint, Inc. | 5.29M | $182.6M | $7.35M | Added$17.3M |
| Savant Capital, LLC | 4.23M | $146M | $3.89M | Added$58.5M |
| HBK Sorce Advisory LLC | 3.25M | $132.7M | $14.5M | Added$19.8M |
| HighTower Advisors, LLC | 3.22M | $111.3M | $4.73M | Cut−$13.1M |
| Forvis Mazars Wealth Advisors, LLC | 3.09M | $106.8M | $4.15M | Added$13.5M |
| Parcion Private Wealth LLC | 2.68M | $92.5M | $3.94M | Added$1.6M |
| Asset Dedication, LLC | 2.48M | $85.8M | $3.65M | Cut−$714.6K |
| Greenspring Advisors, LLC | 2.31M | $80M | $3.38M | Added$3.86M |
| JMG Financial Group, Ltd. | 2.31M | $79.9M | $3.13M | Added$9.44M |
| Rockwood Wealth Management, LLC | 2.25M | $77.9M | $3.08M | Added$8.65M |
| MASECO LLP | 2.25M | $77.5M | $3.03M | Added$8.48M |
| LPL Financial LLC | 2.06M | $71M | $2.94M | Added$4.9M |
| RW Investment Management LLC | 1.97M | $68.2M | — | Held |
| Apella Capital, LLC | 1.66M | $64M | $7.59M | Added$18.6M |
| CWM, LLC | 1.83M | $63.1M | $57.8M | Added$63.1M |
| AWM CAPITAL, LLC | 1.81M | $62.4M | $2.66M | Added$2.69M |
| Beacon Pointe Advisors, LLC | 1.75M | $60.3M | $2.5M | Added$3.95M |
| BANK OF MONTREAL /CAN/ | 1.74M | $60M | $2.45M | Added$4.83M |
| Sageworth Trust Co | 1.65M | $57M | $2.26M | Added$6.1M |
| ENVESTNET ASSET MANAGEMENT INC | 1.49M | $51.6M | $1.62M | Added$15.2M |
| Symmetry Partners, LLC | 1.47M | $50.9M | $2.1M | Added$3.55M |
| Hill Investment Group Partners, LLC | 1.44M | $49.7M | $2.11M | Added$1.66M |
| Mariner, LLC | 1.34M | $46.4M | $1.51M | Added$12.4M |
| EnRich Financial Partners LLC | 1.27M | $44M | $1.87M | Added$1.56M |
| Plancorp, LLC | 1.1M | $40.5M | $3.58M | Added$8.59M |
| GREAT OAK CAPITAL PARTNERS, LLC | 1.1M | $40.4M | $3.06M | Added$3.52M |
| BRIGHTON JONES LLC | 1.13M | $38.9M | $1.58M | Added$3.43M |
| Oakwell Private Wealth Management, LLC | 1.12M | $38.7M | $1.56M | Added$3.53M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.11M | $38.3M | $1.63M | Cut−$1.81M |
| JANE STREET GROUP, LLC | 1.1M | $38M | — | New |
| OneDigital Investment Advisors LLC | 1.08M | $37.4M | $1.56M | Added$2.15M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.06M | $36.7M | $1.55M | Added$1.85M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.05M | $36.4M | $1.43M | Added$4.26M |
| Elser Financial Planning, Inc | 1.04M | $35.7M | — | New |
| Burton Enright Welch | 1.03M | $35.6M | $1.52M | Added$1.46M |
| Rather & Kittrell, Inc. | 1.03M | $35.6M | $1.51M | Added$1.72M |
| Vestmark Advisory Solutions, Inc. | 999.5K | $34.5M | $748.2K | Added$17.7M |
| Kooman & Associates | 999.5K | $34.5M | $1.47M | Added$1.09M |
| Seaside Wealth Management, Inc. | 965.2K | $33.3M | $1.41M | Added$1.67M |
| Rockbridge Investment Management, LCC | 941.3K | $32.5M | $1.38M | Added$399K |
| FIRST FINANCIAL BANK - TRUST DIVISION | 906K | $31.3M | $1.22M | Added$3.85M |
| Miramar Fiduciary Corp | 902.5K | $31.2M | $1.33M | Cut−$1.36M |
| MONOGRAPH WEALTH ADVISORS, LLC | 902.3K | $31.2M | $1.29M | Added$2.22M |
| Your Advocates Ltd., LLP | 877.2K | $30.3M | $1.28M | Added$1.61M |
| Leading Edge Financial Planning LLC | 868.7K | $30M | $1.22M | Added$2.53M |
| BANK OF AMERICA CORP /DE/ | 804.3K | $27.8M | $1.1M | Added$2.94M |
| Sensible Money, LLC | 752.7K | $26M | $1.06M | Added$2.05M |
| Syverson Strege & Co | 747.1K | $25.8M | $1.1M | Added$784.8K |
| DiNuzzo Private Wealth, Inc. | 740.2K | $25.6M | $1.08M | Added$1.25M |
| Financial Plan, Inc. | 730.2K | $25.2M | $981.1K | Added$3.15M |
| Stratos Investment Management, LLC | 717.1K | $24.8M | $1.05M | Added$858.9K |
| Peterson Wealth Advisors, LLC | 700.2K | $24.2M | $1.03M | Added$684.9K |
| AdvisorNet Financial, Inc | 688.4K | $23.8M | $954.3K | Added$2.31M |
| RS CRUM INC. | 678.2K | $23.4M | $997K | Added$664.4K |
| Integris Wealth Management, LLC | 676.6K | $23.4M | $994.6K | Added$992.5K |
| Eaton-Cambridge Inc. | 655.6K | $22.7M | $956.3K | Added$1.13M |
| Financial Engines Advisors L.L.C. | 653.8K | $22.6M | $961.1K | Added$513.5K |
| RFG Advisory, LLC | 638K | $22M | $479.9K | Added$11.2M |
| Premier Financial Group | 608.8K | $21.4M | $1.18M | Added$1.21M |
| Stordahl Capital Management, Inc. | 614.7K | $21.2M | $903.6K | Cut−$226.5K |
| Tencap Wealth Coaching, LLC | 600.1K | $20.8M | $884.4K | Added$418.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 598.4K | $20.7M | $874.2K | Added$1M |
| KEB ASSET MANAGEMENT, LLC | 589.7K | $20.4M | $831.5K | Added$1.66M |
| Evanson Asset Management, LLC | 586.6K | $20.3M | $851.3K | Added$1.11M |
| Pinnacle Financial Group, LLC / IL | 580.4K | $20.1M | $853.2K | Cut−$2.3M |
| Heritage Investment Group, Inc. | 569.2K | $19.7M | $821.6K | Added$1.18M |
| Private Wealth Management Group, LLC | 561.4K | $19.4M | $824.1K | Added$852.4K |
| Emprise Bank | 544.6K | $18.8M | $719.5K | Added$2.62M |
| Ballentine Capital Advisors, Inc | 543.8K | $18.8M | $797.7K | Added$837.7K |
| Cambridge Financial Group, LLC | 541.6K | $18.7M | $3.88M | Added$3.78M |
| Creative Planning | 540.7K | $18.7M | $732.3K | Added$2.2M |
| Arax Advisory Partners | 535.8K | $18.5M | $787.7K | Cut−$1.49M |
| Aspen Capital Management, LLC | 534.4K | $18.5M | $771.6K | Added$1.1M |
| CAPSTONE CAPITAL LLC | 524.3K | $18.1M | $770.7K | Added$607.6K |
| SACHEM HILL LLC | 514.8K | $17.8M | $756.8K | Added$594.8K |
| Concurrent Investment Advisors, LLC | 507.4K | $17.5M | — | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 505.9K | $17.5M | $742.4K | Added$774.4K |
| Henrickson Nauta Wealth Advisors, Inc. | 495.9K | $17.1M | $94.1K | Cut−$14.2M |
| Flagstone Financial Management | 487.8K | $16.9M | $717K | Added$551.4K |
| Planning Center, Inc. | 481.7K | $16.6M | $708.2K | Added$385.8K |
| Squire Investment Management Company, LLC | 480.6K | $16.6M | $654K | Added$1.89M |
| Financial Planning Navigators CORP | 479.8K | $16.6M | $696.3K | Added$907.4K |
| Peirce Capital Management, LLC | 477K | $16.5M | $701.2K | Added$197.3K |
| Discipline Wealth Solutions, LLC | 472.9K | $16.3M | $623.6K | Added$2.3M |
| Allworth Financial LP | 466.6K | $16.1M | $499.5K | Added$4.88M |
| Equita Financial Network, Inc. | 463.4K | $16M | $681.2K | Cut−$629.5K |
| Financial Symmetry Inc | 410K | $15.9M | $2.24M | Added$3.19M |
| Verisail Partners, LLC | 460.9K | $15.9M | $677.6K | Added$441.6K |
| Straight Path Wealth Management | 459K | $15.9M | $645.5K | Added$1.33M |
| Kondo Wealth Advisors, Inc. | 458.8K | $15.9M | $667.4K | Added$829.6K |
| Bank of New York Mellon Corp | 449.3K | $15.5M | — | New |
| DecisionPoint Financial, LLC | 436.6K | $15.1M | $631.6K | Added$871.1K |
| OLD MISSION CAPITAL LLC | 435.8K | $15.1M | $491.6K | Added$4M |
| CARDIFF PARK ADVISORS, LLC | 423.3K | $14.6M | $621.6K | Added$634.8K |
| BFSG, LLC | 408.6K | $14.1M | $598.4K | Added$650.7K |
| Hassell Wealth Management, LLC | 403.3K | $13.9M | −$68.2K | Cut−$1.41K |
| Aerodigm Wealth, LLC | 396.2K | $13.7M | $560.8K | Added$1.07M |
| Cravens & Co Advisors, LLC | 387.7K | $13.4M | $42.3K | Added$149.7K |
| Level Financial Advisors | 387.7K | $13.4M | $530.7K | Added$1.45M |
| Brady Martz Wealth Solutions, LLC | 374.9K | $13M | $513.1K | Added$1.41M |
| Rachor Investment Advisory Services, LLC | 364.6K | $12.6M | $536K | Cut−$83.7K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 337.6K | $12.4M | $820.4K | Cut−$14.1M |
| Krilogy Financial LLC | 327.2K | $12.4M | $723.2K | Added$194.9K |
| Foundation Wealth Management, LLC\PA | 354.6K | $12.3M | $478K | Added$1.5M |
| New Dimensions Wealth Management, LLC | 350K | $12.1M | $514.5K | Added$43.6K |
| Physician Wealth Solutions Inc. | 347.1K | $12M | $510.3K | Added$193.8K |
| BCU Wealth Advisors, LLC | 346.9K | $12M | $509.9K | Added$128.8K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 345.8K | $11.9M | $455.4K | Added$1.7M |
| JGP Wealth Management, LLC | 345.4K | $11.9M | $497.7K | Added$733.9K |
| HMV Wealth Advisors, LLC | 344.6K | $11.9M | $466.1K | Added$1.41M |
| Blume Capital Management, Inc. | 343.7K | $11.9M | $493.3K | Added$775.7K |
| Kaufman Rossin Wealth, LLC | 342.8K | $11.8M | $496.4K | Added$671.9K |
| FAMILY WEALTH PARTNERS, LLC | 339.5K | $11.7M | $440.6K | Added$1.72M |
| Trust Co of the South | 338.2K | $11.7M | $484.9K | Added$772.6K |
| Watchman Group, Inc. | 330.2K | $11.4M | $485.5K | Added$233.3K |
| Causey Wealth LLC | 327.3K | $11.3M | $481.1K | Added$364.1K |
| Hurlow Wealth Management Group, Inc. | 324.7K | $11.2M | $431K | Added$1.52M |
| Vannoy Advisory Group, Inc. | 319K | $11M | $468.9K | Added$281.8K |
| Burk Holdings LLC | 318.9K | $11M | $459.7K | Added$672K |
| Integrity Advisory Solutions, LLC | 318.9K | $11M | $437.8K | Added$1.16M |
| INTEGRITY ALLIANCE, LLC. | 316.4K | $10.9M | $465.1K | Added$456.7K |
| Prospect Financial Group LLC | 315.9K | $10.9M | $464.3K | Added$269.1K |
| CLUNE & ASSOCIATES, LTD. | 315.5K | $10.9M | $309.2K | Added$3.94M |
| Midwest Trust Co | 311.1K | $10.7M | $417.9K | Added$1.35M |
| Mattern Wealth Management LLC | 307.2K | $10.6M | $430.8K | Added$921.1K |
| Versant Capital Management, Inc | 306.6K | $10.6M | $361.9K | Added$2.45M |
| Mills Wealth Advisors LLC | 305K | $10.5M | $448.3K | Added$156.7K |
| Fortitude Family Office, LLC | 303.7K | $10.5M | $398.7K | Added$1.52M |
| Ruedi Wealth Management, Inc. | 302.7K | $10.5M | $444.9K | Added$233.9K |
| HTG Investment Advisors, Inc. | 300.4K | $10.4M | $433.2K | Added$631.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 298.1K | $10.3M | $391.5K | Added$1.49M |
| Conrad Siegel Investment Advisors, Inc. | 294.6K | $10.2M | $203K | Added$5.61M |
| Tilson Financial Group, Inc. | 277.7K | $9.6M | $394.1K | Added$726.5K |
| QUARRY HILL ADVISORS, LLC | 248K | $9.58M | $1.33M | Added$1.6M |
| United Wealth Management, LLC | 273.2K | $9.44M | $394.6K | Added$558.9K |
| Friday Financial | 270.1K | $9.33M | $397K | Added$167.8K |
| American Investment Services, Inc. | 269.6K | $9.31M | $390.1K | Added$534.5K |
| Hippocratic Financial Advisors, LLC | 269.1K | $9.3M | $391.7K | Added$482.6K |
| Integrated Wealth Concepts LLC | 268.8K | $9.29M | $394.5K | Added$411.5K |
| GOLDMAN SACHS GROUP INC | 265.2K | $9.16M | — | New |
| SCRATCH CAPITAL LLC | 263.6K | $9.11M | $315.1K | Added$2.02M |
| BCO Wealth Management LLC | 259.2K | $8.95M | $378.1K | Added$446.1K |
| SwitchPoint Financial Planning, LLC | 257.2K | $8.89M | $367.5K | Added$617.2K |
| XY Planning Network, Inc. | 253.4K | $8.82M | $412.5K | Added$885.5K |
| Wealth Advisors Northwest LLC | 252.4K | $8.72M | $353.5K | Added$764.3K |
| SC&H Financial Advisors, Inc. | 249.1K | $8.61M | $354.9K | Added$618.9K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 248.4K | $8.58M | $365.2K | Added$360K |
| DAVENPORT & Co LLC | 247.2K | $8.54M | $339.9K | Added$891.7K |
| Lutz Financial Services LLC | 245.7K | $8.49M | $353.1K | Added$543.1K |
| JFS WEALTH ADVISORS, LLC | 243.5K | $8.41M | $319.8K | Added$1.22M |
| B&D White Capital Company, LLC | 242.2K | $8.37M | $314.6K | Added$1.29M |
| Clarity Wealth Development LLC | 237.4K | $8.2M | $329.4K | Added$789.8K |
| Tillman Hartley LLC | 237.3K | $8.2M | $348.9K | Cut−$244.9K |
| Hiley Hunt Wealth Management | 236.9K | $8.19M | $338.7K | Added$564.1K |
| CLIENT 1ST ADVISORY GROUP, LLC | 231.4K | $8M | $298.9K | Added$1.27M |
| Gradient Capital Advisors, LLC | 229.5K | $7.93M | $337.3K | Added$310.1K |
| Passive Capital Management, LLC. | 228.2K | $7.88M | $320.4K | Added$673.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 227.4K | $7.86M | $334.3K | Cut−$356.1K |
| MML INVESTORS SERVICES, LLC | 226.7K | $7.83M | $333.3K | Cut−$853.2K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 223.8K | $7.73M | $329K | Cut−$454.3K |
| Pacific Asset Management, LLC | 221.3K | $7.65M | $313.1K | Added$598.6K |
| Financial Harvest, LLC | 220.6K | $7.62M | $309.6K | Added$654.4K |
| O'Connor Financial Group LLC | 219.8K | $7.59M | −$213.2K | Cut−$244.2K |
| Orion Porfolio Solutions, LLC | 218.7K | $7.56M | $314.9K | Added$471.3K |
| KEYVANTAGE WEALTH, LLC | 218.3K | $7.54M | $320.9K | Added$317.2K |
| STUDIO INVESTMENT MANAGEMENT LLC | 217K | $7.5M | $319K | Added$249K |
| LIBERTY WEALTH MANAGEMENT LLC | 215K | $7.43M | $316.7K | Added$240.7K |
| TRUIST FINANCIAL CORP | 214.2K | $7.4M | $263.2K | Added$1.48M |
| Klaas Financial Asset Advisors, LLC | 201.8K | $6.97M | $296.7K | Cut−$29.2M |
| ARK & TLK INVESTMENTS, LLC | 190.3K | $6.57M | $279.7K | Cut−$217K |
| KFG WEALTH MANAGEMENT, LLC | 189.8K | $6.56M | $273.8K | Added$395.7K |
| HB Wealth Management, LLC | 188K | $6.5M | $276.4K | Cut−$146.8K |
| Longview Financial Advisors LLC | 183.6K | $6.34M | $266.8K | Added$339.2K |
| Kestra Advisory Services, LLC | 182.7K | $6.31M | $251K | Added$664.9K |
| RAYMOND JAMES FINANCIAL INC | 180.4K | $6.23M | $204.8K | Added$1.62M |
| SageOak Financial, LLC | 179.2K | $6.19M | $263.5K | Added$161.1K |
| MORGAN STANLEY | 176.6K | $6.1M | $127.3K | Added$3.24M |
| VESTIA PERSONAL WEALTH ADVISORS | 174.7K | $6.03M | −$80.6K | Added$88.3K |
| TFO Wealth Partners, LLC | 172.6K | $5.96M | $128.1K | Added$3.08M |
| Geneos Wealth Management Inc. | 172.5K | $5.96M | $234.6K | Added$683.2K |
| Modern Wealth Management, LLC | 169.6K | $5.9M | $291.7K | Added$210.4K |
| OSAIC HOLDINGS, INC. | 170.7K | $5.9M | $250K | Cut−$3.27M |
| LifeGuide Financial Advisors, LLC | 167.5K | $5.79M | $113.2K | Added$468.8K |
| North Ridge Wealth Advisors, Inc. | 167K | $5.77M | $245.4K | Cut−$132.7K |
| Vantage Point Financial LLC | 165.6K | $5.72M | $243.4K | Cut−$221.9K |
| Arcadia Wealth Management, Inc. | 164.4K | $5.68M | $234.2K | Added$410.1K |
| RCS Financial Planning, LLC | 162K | $5.6M | $238.1K | Added$149K |
| CLARIS ADVISORS, LLC / MO / | 161.1K | $5.57M | $227.2K | Added$454.1K |
| HBE Wealth Management, LLC | 158.5K | $5.48M | $215.5K | Added$627.6K |
| Foundry Financial LLC | 157.3K | $5.44M | $201.2K | Added$908.9K |
| Vistica Wealth Advisors, LLC | 155.3K | $5.37M | $228.3K | Cut−$52.1K |
| Parkwoods Wealth Partners, LLC | 155K | $5.35M | $118.9K | Added$2.68M |
| JPMORGAN CHASE & CO | 156.5K | $5.23M | $37.4K | Added$1.59M |
| Sensenig Capital Advisors, Inc | 149K | $5.15M | $219.1K | Cut−$717.4K |
| Prism Planning Partners LLC | 147.1K | $5.08M | $209.5K | Added$369K |
| NorthAvenue LLC | 146.2K | $5.05M | $214.8K | Added$140.8K |
| Avant Financial Advisors LLC | 137.5K | $4.75M | $201.4K | Added$216.5K |
| EP Wealth Advisors, LLC | 136.6K | $4.72M | $200.8K | Added$87.3K |
| TCI Wealth Advisors, Inc. | 135.5K | $4.68M | $199.2K | Added$182.7K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 135.1K | $4.67M | $188.6K | Added$425K |
| Icahn Capital | 134.8K | $4.66M | $123.8K | Added$1.87M |
| Farther Finance Advisors, LLC | 131.6K | $4.58M | $124.3K | Added$2.19M |
| Hutchens & Kramer Investment Management Group, LLC | 132.3K | $4.57M | $194.4K | Added$126.8K |
| Pillar Financial Advisors, LLC | 132K | $4.56M | $194.1K | Cut−$96.6K |
| CogentBlue Wealth Advisors, LLC | 131K | $4.52M | $191K | Added$227.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 128.7K | $4.45M | — | New |
| BetterWealth, LLC | 127.8K | $4.41M | $187.8K | Added$142.7K |
| Aspen Wealth Management LLC | 127.1K | $4.39M | $143.7K | Added$1.16M |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 126.8K | $4.38M | $186.3K | Added$99.5K |
| Bridgewater Advisors Inc. | 108.2K | $4.37M | $526.2K | Added$948.2K |
| Citadel | 126K | $4.35M | — | New |
| Visionary Wealth Advisors | 125.8K | $4.35M | $179.6K | Added$307.2K |
| American Capital Advisory, LLC | 124.2K | $4.29M | $158.3K | Added$727.7K |
| Sageworth Trust Co of South Dakota | 120.5K | $4.16M | $176.5K | Added$194K |
| Avior Wealth Management, LLC | 120.1K | $4.15M | $172K | Added$279.9K |
| Porter White Investment Advisors, Inc. | 119.6K | $4.13M | $174K | Added$214.8K |
| Rehmann Capital Advisory Group | 119K | $4.11M | $174.9K | Added$114.5K |
| Accurate Wealth Management, LLC | 111K | $4.08M | $274.8K | Added$297.3K |
| VISTA CAPITAL PARTNERS, INC. | 115.9K | $4.01M | $167.4K | Added$238.4K |
| Apollon Wealth Management, LLC | 115.6K | $3.99M | $167K | Added$236.8K |
| FIDUCIARY FINANCIAL GROUP, LLC | 114.8K | $3.97M | $151.3K | Added$562.1K |
| SJS Investment Consulting Inc. | 111.3K | $3.85M | $163.6K | Added$114K |
| GRAND WEALTH MANAGEMENT, LLC | 109.4K | $3.78M | $160.8K | Cut−$164.5K |
| LEGACY FINANCIAL GROUP, INC. | 109K | $3.77M | $159.4K | Added$181.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108.5K | $3.75M | — | New |
| Family Office Research LLC | 108K | $3.73M | $159.8K | Added$148.1K |
| Kane Co Wealth Management, Inc. | 105.7K | $3.65M | $146.6K | Added$354.9K |
| Wheels Up Wealth, Inc. | 105K | $3.63M | $154.4K | Added$79.7K |
| Sowell Financial Services LLC | 103.6K | $3.58M | $151.5K | Added$170.3K |
| CAPTRUST FINANCIAL ADVISORS | 102K | $3.52M | $143.6K | Added$292.6K |
| Five Oceans Advisors | 100.4K | $3.47M | $147.7K | Added$32K |
| Signature Resources Capital Management, LLC | 97.8K | $3.38M | $141.2K | Added$200.5K |
| Shore Point Advisors, LLC | 96.7K | $3.34M | $132.4K | Added$363.2K |
| Strengthening Families & Communities, LLC | 96.7K | $3.34M | $124K | Added$550.2K |
| Capstone Wealth Management, LLC | 96.3K | $3.33M | $135K | Added$290.4K |
| CFS Investment Advisory Services, LLC | 84.9K | $3.28M | $469.8K | Added$331.6K |
| JDH Wealth Management, LLC | 94.9K | $3.28M | $139.5K | Added$24.4K |
| Graves Light Lenhart Wealth, Inc. | 94.5K | $3.27M | $78.1K | Added$1.51M |
| EverSource Wealth Advisors, LLC | 94.3K | $3.26M | $131.6K | Added$294.5K |
| Waterfront Wealth Inc. | 94.2K | $3.25M | −$98K | Cut−$331.4K |
| AA Financial Advisors, LLC | 91.9K | $3.18M | — | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 91.6K | $3.16M | $107.1K | Added$754.5K |
| Simplicity Wealth,LLC | 91K | $3.14M | $133.7K | Cut−$409.6K |
| CSP Financial Group, LLC | 90.6K | $3.13M | — | Held |
| Chicago Partners Investment Group LLC | 80.2K | $3.09M | $158K | Added$1.26M |
Who left
- NewEdge Advisors, LLC$11.1M
- MENORA MIVTACHIM HOLDINGS LTD.$9.48M
- AXXCESS WEALTH MANAGEMENT, LLC$2.87M
- Quadrature Capital Ltd$404K
- TIAA TRUST, NATIONAL ASSOCIATION$299.7K
- GTS SECURITIES LLC$229.5K
- Pine Harbor Wealth Management, LLC$206.7K
- SHP Wealth Management$90.7K
- FIRST UNITED BANK & TRUST$52.3K
- Concord Wealth Partners$21.1K
- WINNOW WEALTH LLC$8.84K
- Vermillion & White Wealth Management Group, LLC$7.87K
- Thrivent Financial for Lutherans$2.7K
- EXCHANGE TRADED CONCEPTS, LLC$893
- SOL Capital Management CO$409
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.