Stock
Reported value
$1.06B
Holders
265
+35 new · −10 exited
Holders’ est. mark
$55.4M
Price effect on 218 books still in the name
Largest holder
$91.3M
Asset Dedication, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $26.3M
- Icahn Capital0.0% · $238.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Asset Dedication, LLC | 2.55M | $91.3M | $5.21M | Added$1.85M |
| JONES FINANCIAL COMPANIES LLLP | 2.06M | $71.8M | $1.92M | Added$17M |
| RITHOLTZ WEALTH MANAGEMENT | 1.42M | $51M | $2.74M | Added$5.72M |
| RAYMOND JAMES FINANCIAL INC | 987.8K | $35.3M | $1.92M | Added$3.64M |
| HighTower Advisors, LLC | 954.5K | $34.2M | $1.9M | Added$2.68M |
| EXENCIAL WEALTH ADVISORS, LLC | 832.2K | $29.8M | $1.38M | Added$7M |
| Sensible Money, LLC | 758.8K | $27.2M | $1.49M | Added$2.49M |
| Fidelity | 734.1K | $26.3M | $1.5M | Cut−$1.78M |
| True Wealth Design, LLC | 701.3K | $25.1M | $1.43M | Added$1.32M |
| Marquette Asset Management, LLC | 676K | $24.2M | $1.38M | Added$1.42M |
| Beacon Pointe Advisors, LLC | 605.8K | $21.7M | $1.24M | Added$1.23M |
| B&D White Capital Company, LLC | 587.7K | $21M | $139.9K | Added$18.7M |
| Evanson Asset Management, LLC | 585.5K | $20.9M | $1.12M | Added$2.35M |
| Family Investment Center, Inc. | 569.5K | $20.4M | $220.8K | Added$16.7M |
| NorthAvenue LLC | 549.1K | $19.6M | $1.12M | Added$1.11M |
| Cambridge Financial Group, LLC | 507.1K | $18.1M | $4.52M | Added$4.57M |
| GOLDMAN SACHS GROUP INC | 500K | $17.9M | — | New |
| EAGLE WEALTH STRATEGIES LLC | 488.5K | $17.5M | $985.3K | Added$1.18M |
| Index Fund Advisors, Inc. | 488.3K | $17.5M | $897.3K | Added$2.63M |
| Alesco Advisors LLC | 447.8K | $16M | $896.9K | Added$1.19M |
| Strata Wealth Advisors, LLC | 411.9K | $14.7M | $840.3K | Added$507.3K |
| Guardian Wealth Management, LLC | 346.5K | $12.4M | $720.6K | Added$71.7K |
| Graves Light Lenhart Wealth, Inc. | 345.6K | $12.4M | $705K | Added$433.4K |
| Opes Wealth Management LLC | 329.9K | $11.8M | $673K | Added$653.2K |
| SPWM Advisors LLC | 272.4K | $11.2M | $1.42M | Added$4.86M |
| ROYAL BANK OF CANADA | 305.5K | $10.9M | $314.9K | Added$5.73M |
| AE Wealth Management LLC | 275.2K | $9.85M | $553.5K | Added$692.9K |
| Financial Architects, LLC | 268.1K | $9.59M | $542.3K | Added$622.6K |
| Blume Capital Management, Inc. | 262.1K | $9.38M | $534.7K | Added$527.1K |
| Freedom Investment Management, Inc. | 257.4K | $9.21M | $525.2K | Cut−$2.64M |
| Vestmark Advisory Solutions, Inc. | 228.2K | $8.17M | $450.3K | Added$718.8K |
| Cordant, Inc. | 209K | $7.48M | $403.4K | Added$807.3K |
| DiNuzzo Private Wealth, Inc. | 205.4K | $7.35M | $418.9K | Added$286.6K |
| Tortoise Investment Management, LLC | 203.9K | $7.3M | $396.6K | Added$737.4K |
| Apella Capital, LLC | 184.3K | $7.29M | — | New |
| Vise Technologies, Inc. | 200.5K | $6.76M | $0 | Held |
| Waverly Advisors, LLC | 187.3K | $6.7M | $382.2K | Added$225K |
| Estate Counselors, LLC | 183.5K | $6.56M | $374.3K | Added$352.7K |
| Sterling Financial Planning, Inc. | 177K | $6.33M | $361K | Added$260.8K |
| Mills Wealth Advisors LLC | 175.8K | $6.29M | $340.1K | Added$663.5K |
| ENVESTNET ASSET MANAGEMENT INC | 167.1K | $5.98M | $294.3K | Added$1.11M |
| Savant Capital, LLC | 164K | $5.87M | $149.9K | Added$3.39M |
| United Wealth Management, LLC | 162.4K | $5.81M | $325.5K | Added$428.8K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 158.4K | $5.67M | $323.1K | Added$188.8K |
| VESTIA PERSONAL WEALTH ADVISORS | 167.9K | $5.64M | $28.1K | Added$578.3K |
| Breakwater Capital Group | 154.3K | $5.52M | $306.3K | Added$454.2K |
| Root Financial Partners, LLC | 146.6K | $5.25M | $299.2K | Cut−$759.4K |
| Financially in Tune, LLC | 140.1K | $5.01M | $274K | Added$480.1K |
| Creative Planning | 139.9K | $5.01M | $266.3K | Added$603K |
| Integrity Advisory Solutions, LLC | 137.4K | $4.92M | $268.9K | Added$470.3K |
| BANK OF AMERICA CORP /DE/ | 137.3K | $4.91M | $172.7K | Added$2.06M |
| MERCER GLOBAL ADVISORS INC /ADV | 133.8K | $4.79M | — | New |
| Farther Finance Advisors, LLC | 125.5K | $4.51M | $257.2K | Added$547.9K |
| TRUIST FINANCIAL CORP | 121.6K | $4.35M | $248K | Cut−$4.17M |
| EQ WEALTH ADVISORS, LLC | 116.9K | $4.18M | $223.8K | Added$480K |
| McCartney Wealth Management LLC | 116.7K | $4.18M | $238.1K | Added$204.4K |
| SAX WEALTH ADVISORS, LLC | 122.1K | $4.12M | $0 | Held |
| DRAVO BAY LLC | 113K | $4.04M | $225.7K | Added$308K |
| Baird Financial Group, Inc. | 112K | $4.01M | $116.2K | Added$2.09M |
| Corient Private Wealth LLC | 112.1K | $4M | $205.3K | Added$333.4K |
| Steward Partners Investment Advisory, LLC | 111.5K | $3.99M | $214.2K | Added$445.9K |
| INTEGRITY ALLIANCE, LLC. | 111K | $3.97M | $225.9K | Added$234.1K |
| Chicago Partners Investment Group LLC | 94.6K | $3.75M | $303.3K | Added$569K |
| Composition Wealth, LLC | 102.7K | $3.67M | $201.3K | Added$343.9K |
| OneDigital Investment Advisors LLC | 101.8K | $3.64M | $200.8K | Added$321.7K |
| White Wing Wealth Management | 101.4K | $3.63M | $206.8K | Added$186.9K |
| Summit Portfolio Management, LTD. | 97K | $3.47M | — | Held |
| Pathstone Holdings, LLC | 95.8K | $3.43M | $192.1K | Added$249.7K |
| Wealth Advisors Northwest LLC | 92.2K | $3.3M | $185.2K | Added$237.2K |
| Verum Partners LLC | 89K | $3.18M | $181.5K | Added$181.8K |
| Astra Wealth Partners LLC | 87K | $3.11M | $172.7K | Added$257K |
| Golden Bell Financial Planning LLC | 85.3K | $3.05M | $162.8K | Added$359.5K |
| LAM GROUP, INC. | 82.3K | $2.94M | $167.8K | Added$168.7K |
| Glass Jacobson Investment Advisors llc | 81K | $2.9M | $165.3K | Added$122.1K |
| Versant Capital Management, Inc | 78.5K | $2.81M | $141.5K | Added$468K |
| Foundry Financial LLC | 77.5K | $2.77M | $130.2K | Added$619.8K |
| MML INVESTORS SERVICES, LLC | 76.7K | $2.75M | $156.5K | Cut−$101.1K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 74.7K | $2.67M | $151.7K | Added$164K |
| Allworth Financial LP | 73.9K | $2.64M | $92.5K | Added$1.11M |
| United Asset Strategies, Inc. | 68.3K | $2.45M | — | New |
| Integrated Wealth Concepts LLC | 67.1K | $2.4M | $116.8K | Added$468.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 65.7K | $2.35M | $128K | Added$234K |
| OLD MISSION CAPITAL LLC | 65.2K | $2.33M | — | New |
| Sequoia Financial Advisors, LLC | 61.7K | $2.21M | $125.8K | Cut−$2.54K |
| McGrath & Associates, Inc. | 55.6K | $1.99M | $113.5K | Added$10.1K |
| JPMORGAN CHASE & CO | 57.2K | $1.99M | $59.5K | Added$27K |
| Abel Hall, LLC | 55.6K | $1.99M | $113.3K | Added$95.3K |
| ARK & TLK INVESTMENTS, LLC | 55.4K | $1.98M | $80.8K | Added$647K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 52.9K | $1.89M | — | New |
| CWM, LLC | 50.9K | $1.82M | $1.15M | Added$1.82M |
| CARDIFF PARK ADVISORS, LLC | 50.8K | $1.82M | $103.6K | Added$95.1K |
| Spire Wealth Management | 50K | $1.79M | $99.4K | Added$144.4K |
| Parkshore Wealth Management, Inc. | 49.6K | $1.77M | $67.4K | Added$658.1K |
| Applied Capital LLC | 49.3K | $1.76M | $100.6K | Added$54.4K |
| Vantage Point Financial LLC | 48.4K | $1.73M | $98.7K | Added$84.7K |
| EnRich Financial Partners LLC | 48.2K | $1.72M | $98.2K | Added$61.4K |
| PINNEY & SCOFIELD, INC. | 47.1K | $1.69M | $91.2K | Added$175.7K |
| Orion Porfolio Solutions, LLC | 46.6K | $1.67M | $95.1K | Cut−$387K |
| Corus Family Wealth Advisors | 43.5K | $1.56M | $80.7K | Added$221.5K |
| CSP Financial Group, LLC | 43.3K | $1.55M | — | Held |
| Perigon Wealth Management, LLC | 43.1K | $1.54M | $87.9K | Added$64.3K |
| Triumph Capital Management | 43.1K | $1.54M | $71.5K | Added$358.7K |
| Boyce & Associates Wealth Consulting, Inc. | 42K | $1.5M | $85.8K | Added$10.4K |
| LPL Financial LLC | 40.8K | $1.46M | $75.9K | Added$204.1K |
| Kestra Advisory Services, LLC | 40.1K | $1.44M | $77.5K | Added$154K |
| Matisse Capital | 39.8K | $1.42M | $81.1K | Added$81.1K |
| Clark Asset Management, LLC | 39.6K | $1.42M | $80.7K | Added$80.7K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 39.1K | $1.4M | $78.1K | Added$109.2K |
| Geneos Wealth Management Inc. | 39.1K | $1.4M | — | New |
| Pettinga Financial Advisors LLC | 36.7K | $1.31M | $74.9K | Cut−$38.1K |
| Three Arch Wealth Management LLC | 36.2K | $1.29M | $73.8K | Cut−$154K |
| MONOGRAPH WEALTH ADVISORS, LLC | 34.7K | $1.24M | $70.8K | Added$70.8K |
| BANK OF MONTREAL /CAN/ | 33.6K | $1.2M | $68.5K | Cut−$144.9K |
| Rather & Kittrell, Inc. | 32.6K | $1.17M | $66.5K | Added$58.8K |
| OSAIC HOLDINGS, INC. | 32.3K | $1.15M | $65.4K | Cut−$1.09M |
| Kane Co Wealth Management, Inc. | 32.2K | $1.15M | $64.7K | Added$80.6K |
| Acorn Wealth Advisors, LLC | 31.7K | $1.13M | $51.9K | Added$274.1K |
| Porter White Investment Advisors, Inc. | 31.4K | $1.12M | $64.1K | Added$58.5K |
| U.S. Capital Wealth Advisors, LLC | 30.3K | $1.08M | $57.2K | Added$138.2K |
| Oceanside Advisors LLC | 29.3K | $1.05M | $58.8K | Added$77.1K |
| AA Financial Advisors, LLC | 29K | $1.04M | — | New |
| Forum Financial Management, LP | 28.8K | $1.03M | $58.7K | Added$23.7K |
| Focus Partners Advisor Solutions, LLC | 27.9K | $997.4K | $56.9K | Added$41.7K |
| EverSource Wealth Advisors, LLC | 26.8K | $960K | $54.7K | Cut−$67.7K |
| BOS Asset Management, LLC | 23K | $824.2K | $43.9K | Added$99K |
| Altiora Financial Group, LLC | 22.7K | $811.3K | $46.3K | Added$46.3K |
| Dorsey & Whitney Trust CO LLC | 21.7K | $777.1K | $44.3K | Added$44.3K |
| Gibson Capital, LLC | 21.5K | $768.5K | $43.6K | Added$47.4K |
| Landing Point Financial Group, LLC | 21.3K | $763.5K | $41.1K | Added$83.8K |
| TBH Global Asset Management, LLC | 21.2K | $758.7K | — | New |
| Good Harbor Advisors, Inc. | 21.1K | $754.7K | $43K | Added$43K |
| Tandem Financial, LLC | 21K | $752.1K | — | New |
| CITIGROUP INC | 20.5K | $733.6K | $33.9K | Added$172.5K |
| JFS WEALTH ADVISORS, LLC | 20.3K | $727.6K | $41.5K | Added$41.5K |
| UBS Group AG | 20.2K | $723K | — | New |
| E6 Portfolios, LLC | 20.1K | $720.6K | $30.3K | Added$219.8K |
| International Private Wealth Advisors LLC | 20.1K | $719.7K | $34.7K | Added$145.3K |
| Cerity Partners LLC | 19.9K | $711.2K | $12.6K | Added$502.9K |
| Two West Capital Advisors LLC | 17.5K | $687K | $94.6K | Added$119.4K |
| Alpha Advisors, LLC/VA | 18.8K | $672.3K | $36.9K | Added$62.2K |
| HANOVER ADVISORS INC | 18.5K | $663K | $37.7K | Added$39.8K |
| Unison Advisors LLC | 17.9K | $640.6K | $36.5K | Added$30.9K |
| Moisand Fitzgerald Tamayo, LLC | 17.6K | $631.2K | $36K | Added$36K |
| Family CFO Inc | 17.3K | $620.3K | $35.4K | Added$35.4K |
| Wealth Management Nebraska | 17.3K | $618.2K | — | New |
| ATLas Financial Planning LLC | 16.8K | $602.1K | $34.3K | Added$34.3K |
| Tranquility Partners, LLC | 16.2K | $585K | $36.8K | Added$50.7K |
| Focus Partners Wealth | 16.1K | $574.5K | $30.9K | Added$63.1K |
| CLUNE & ASSOCIATES, LTD. | 16K | $572.6K | $25.9K | Added$144.8K |
| EP Wealth Advisors, LLC | 16K | $572.3K | $32.6K | Added$7.73K |
| NCM Capital Management, LLC | 15.9K | $570.7K | $31.9K | Added$42.7K |
| Foundation Wealth Management, LLC\PA | 15K | $535K | $30.5K | Cut−$313.5K |
| MATTERN CAPITAL MANAGEMENT, LLC | 14.8K | $528.7K | $19.3K | Added$209.6K |
| SwitchPoint Financial Planning, LLC | 13.7K | $490.1K | $27.9K | Added$27.9K |
| Daner Wealth Management, LLC | 11.8K | $487.7K | $37.8K | Added$111.1K |
| First Financial Group Corp | 13.6K | $485.5K | $27.4K | Added$32.4K |
| DRIVE WEALTH MANAGEMENT, LLC | 13.3K | $476.2K | $24.2K | Added$76.4K |
| Pacific Asset Management, LLC | 12.8K | $458.8K | $20.2K | Added$124.4K |
| Sanctuary Advisors, LLC | 12.4K | $444.6K | $25.3K | Added$11.9K |
| CHOREO, LLC | 12.3K | $439.6K | — | New |
| FIDUCIARY FINANCIAL GROUP, LLC | 12.1K | $432.6K | $24.7K | Added$22.2K |
| World Investment Advisors | 12K | $430.1K | $22.4K | Added$60.3K |
| FIRETHORN WEALTH PARTNERS, LLC | 11.6K | $416.5K | $23.8K | Added$6.07K |
| Merit Financial Group, LLC | 11.6K | $415.6K | — | New |
| Approach Retirement Advisors, LLC | 11.4K | $407.1K | $23.2K | Cut−$12.2K |
| Entelevest, LLC | 11.1K | $397.5K | $22.6K | Added$20.6K |
| Mariner, LLC | 11K | $392.8K | $16.1K | Added$126.8K |
| Triad Wealth Partners, LLC | 11K | $392.2K | $22.1K | Added$27K |
| SIGNATUREFD, LLC | 10.9K | $389.4K | $2.34K | Added$350.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10.9K | $388.3K | $21.2K | Added$37.7K |
| SUTTON PLACE INVESTORS LLC | 10.8K | $388.1K | $22.1K | Added$20K |
| Rehmann Capital Advisory Group | 10.8K | $385K | $22K | Cut−$32K |
| BDFS Capital LLC | 10.6K | $379.7K | $20.5K | Added$41.2K |
| Rockwood Wealth Management, LLC | 9.82K | $351.3K | $20K | Added$20K |
| CSS LLC/IL | 9.8K | $350.8K | $20K | Cut−$687.7K |
| Opus Financial Solutions LLC | 9.73K | $348.1K | — | New |
| RCS Financial Planning, LLC | 9.36K | $334.8K | $19.1K | Added$11.2K |
| Brookstone Capital Management | 9.29K | $332.2K | $12.4K | Added$127.2K |
| Cetera Investment Advisers | 9.13K | $326.5K | $18.6K | Added$14.1K |
| Canvas Wealth Advisors, LLC | 9.11K | $326.1K | — | New |
| Mraz, Amerine & Associates, Inc. | 9.07K | $324.5K | $18.5K | Added$18.5K |
| CYPRESS FINANCIAL PLANNING LLC | 8.91K | $318.7K | $18.2K | Added$9.67K |
| Wingate Wealth Advisors, Inc. | 8.66K | $309.9K | $17.7K | Added$17.7K |
| Excelsior Advisor Network LLC | 8.4K | $300.4K | $16.7K | Added$23.9K |
| American Investment Services, Inc. | 8.38K | $299.7K | $17.1K | Cut−$2.68K |
| Brooklyn Investment Group | 8.19K | $293.1K | — | New |
| Savvy Advisors, Inc. | 7.86K | $281.4K | $12.4K | Added$76.2K |
| MORGAN STANLEY | 7.85K | $280.8K | $14.9K | Added$35.2K |
| Passive Capital Management, LLC. | 7.59K | $271.7K | $12.4K | Added$66.7K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6.78K | $267.4K | — | New |
| MONTAG A & ASSOCIATES INC | 7.1K | $254K | $12K | Added$55K |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.03K | $251.2K | $12K | Added$50K |
| Shearwater Capital LLC | 6.97K | $249.3K | $14.2K | Added$14.2K |
| Ponta Wealth Partners, LLC | 6.93K | $248.1K | — | New |
| Gemmer Asset Management LLC | 6.84K | $244.9K | $14K | Added$14.2K |
| Simplicity Wealth,LLC | 6.84K | $244.6K | $13.9K | Cut−$5.29K |
| Icahn Capital | 6.65K | $238.1K | — | New |
| Exit Wealth Advisors, LLC. | 6.54K | $234.2K | $13.3K | Added$13.6K |
| Financial Harvest, LLC | 6.53K | $233.5K | $12.2K | Added$31.1K |
| NWAM LLC | 6.4K | $228.9K | $12.9K | Added$15.8K |
| Ares Financial Consulting, LLC | 6.08K | $218.5K | $13.3K | Added$13.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.82K | $208.4K | $2.86K | Added$161.1K |
| O'ROURKE & COMPANY, Inc | 5.77K | $206.3K | — | New |
| Equitable Holdings, Inc. | 6.1K | $205.8K | $0 | Cut−$58.1K |
| Medallion Wealth Advisors, LLC | 5.68K | $203.4K | $10.9K | Added$23.3K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 5.41K | $193.7K | $11K | Cut−$10.9K |
| Glen Eagle Advisors, LLC | 4.96K | $177.5K | $10.1K | Added$10.1K |
| Bruce G. Allen Investments, LLC | 4.7K | $168.3K | $9.6K | Added$9.6K |
| ELEVATE WEALTH ADVISORY, INC | 3.63K | $129.7K | $7.39K | Added$7.39K |
| Golden State Equity Partners | 3.46K | $124K | $7.12K | Cut−$79.6K |
| Ancora Advisors LLC | 2.66K | $95.1K | $5.42K | Cut−$7.84K |
| Rachor Investment Advisory Services, LLC | 2.59K | $92.7K | — | New |
| DecisionPoint Financial, LLC | 1.83K | $65.6K | $3.76K | Added$3.8K |
| MOTCO | 1.66K | $59.5K | $3.39K | Cut−$147.9K |
| C M BIDWELL & ASSOCIATES LTD | 1.64K | $58.8K | $2.97K | Added$9.63K |
| Physician Wealth Advisors, Inc. | 1.63K | $58.4K | $3.33K | Added$3.33K |
| WELLS FARGO & COMPANY/MN | 1.47K | $52.6K | $816 | Added$39.3K |
| FIFTH THIRD BANCORP | 1.46K | $52.4K | — | New |
| RHL GROUP, LLC | 1.32K | $47.4K | $2.33K | Added$8.95K |
| Ashton Thomas Private Wealth, LLC | 1.06K | $38K | — | New |
| IFG Advisory, LLC | 1.05K | $37.7K | — | New |
| ANGELES WEALTH MANAGEMENT, LLC | 934 | $33.4K | — | New |
| Steigerwald, Gordon & Koch Inc. | 862 | $30.8K | $1.76K | Added$1.76K |
| McIlrath & Eck, LLC | 794 | $28.4K | $1.61K | Added$1.64K |
| Parallel Advisors, LLC | 789 | $28.3K | $1.64K | Cut−$50.4K |
| Beaird Harris Wealth Management, LLC | 645 | $23.1K | $1.32K | Added$1.32K |
| Arax Advisory Partners | 583 | $20.9K | $1.19K | Added$1.19K |
| Janney Montgomery Scott LLC | 579.7K | $20.7K | $1.12K | Added$2.17K |
| GRAND WEALTH MANAGEMENT, LLC | 563 | $20.1K | $1.13K | Added$1.17K |
| Strategic Wealth Partners, Ltd. | 518 | $18.5K | $1.06K | Added$1.06K |
| Rockefeller Capital Management L.P. | 506 | $18.1K | $1.05K | Cut−$115.2K |
| Penserra Capital Management LLC | 495K | $17.7K | — | New |
| Cherry Tree Wealth Management, LLC | 454 | $16.2K | $927 | Added$927 |
| Your Advocates Ltd., LLP | 427 | $15.3K | $871 | Added$871 |
| HHM Wealth Advisors, LLC | 406 | $14.5K | $828 | Added$828 |
| MCF Advisors LLC | 400 | $14.3K | $816 | Added$816 |
| LRI Investments, LLC | 400 | $14.3K | $816 | Added$816 |
| Millstone Evans Group, LLC | 381 | $13.6K | $777 | Added$743 |
| SITTNER & NELSON, LLC | 362 | $13K | −$507 | Cut−$507 |
| Russell Investments Group, Ltd. | 278 | $9.95K | $567 | Cut−$4.56K |
| GoalVest Advisory LLC | 270 | $9.66K | $486 | Added$1.63K |
| 1620 INVESTMENT ADVISORS, INC. | 265 | $9.48K | $235 | Added$5.6K |
| Topsail Wealth Management, LLC | 247 | $8.84K | — | New |
| von Borstel & Associates, Inc. | 231.8K | $8.29K | $473 | Cut−$211 |
| Betterment LLC | 231.2K | $8.27K | $458 | Added$688 |
| ASSETMARK, INC | 188 | $6.73K | — | New |
| NATIXIS ADVISORS, LLC | 182.1K | $6.52K | $205 | Added$3.15K |
| Lodestone Wealth Management LLC | 181 | $6.46K | $374 | Added$374 |
| IFP Advisors, Inc | 177 | $6.33K | $361 | Added$361 |
| True Link Financial Advisors, LLC | 160 | $5.72K | — | New |
Who left
- NewEdge Advisors, LLC$3.15M
- Wealthcare Advisory Partners LLC$403.9K
- McMill Wealth Management$273.8K
- Stokes Family Office, LLC$239K
- RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$148.4K
- Providence Capital Advisors, LLC$9.75K
- HARBOUR INVESTMENTS, INC.$5.26K
- Quent Capital, LLC$2.87K
- Concord Wealth Partners$2.48K
- FLOW TRADERS U.S. LLC$1.13K
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.