Stock
Reported value
$1.73B
Holders
274
+25 new · −16 exited
Holders’ est. mark
−$5.74M
Price effect on 228 books still in the name
Largest holder
$202.4M
Focus Partners Wealth
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $635.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Focus Partners Wealth | 4.22M | $202.4M | −$879.1K | Added$25.9M |
| Truepoint, Inc. | 3.1M | $148.4M | −$713.8K | Added$5.12M |
| Foster Group, Inc. | 1.46M | $70M | −$350.5K | Cut−$617.8K |
| Apella Capital, LLC | 1.32M | $63.9M | $156.9K | Added$31M |
| Symmetry Partners, LLC | 1.32M | $63.1M | −$316.2K | Cut−$770.8K |
| Focus Partners Advisor Solutions, LLC | 1.2M | $57.5M | −$3.55K | Added$57.1M |
| Rather & Kittrell, Inc. | 894.2K | $42.9M | −$200.9K | Added$2.54M |
| GeoWealth Management, LLC | 881.1K | $42.2M | −$211.5K | Cut−$303.1K |
| Sequoia Financial Advisors, LLC | 880K | $42.2M | −$204K | Added$1.24M |
| Beaird Harris Wealth Management, LLC | 795.7K | $38.1M | −$191K | Cut−$2.7M |
| Pathstone Holdings, LLC | 788.2K | $37.8M | −$189.2K | Cut−$992.9K |
| MBL Wealth, LLC | 739.7K | $35.5M | −$169.7K | Added$1.39M |
| AWM CAPITAL, LLC | 718.5K | $34.4M | −$168.1K | Added$685.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 653.4K | $31.3M | −$146.9K | Added$1.83M |
| HighTower Advisors, LLC | 589.4K | $28.3M | −$141.4K | Cut−$5.31M |
| Waterford Advisors, LLC | 536.3K | $25.5M | $1.22M | Added$1.65M |
| Mattern Wealth Management LLC | 530.2K | $25.4M | −$127.2K | Cut−$167K |
| LPL Financial LLC | 518.6K | $24.9M | −$114.9K | Added$1.79M |
| RAM Investment Partners, LLC | 516.4K | $24.8M | −$122.2K | Added$223K |
| Graves Light Lenhart Wealth, Inc. | 482.8K | $23.1M | −$86.9K | Added$5.71M |
| ASPIRIANT, LLC | 428.7K | $20.5M | −$96K | Added$1.28M |
| BANK OF AMERICA CORP /DE/ | 418.5K | $20.1M | −$86.5K | Added$2.7M |
| HFM Investment Advisors, LLC | 358.2K | $17.2M | −$85.9K | Cut−$497.5K |
| ASSETMARK, INC | 332.6K | $15.9M | −$79.8K | Cut−$514K |
| Austin Wealth Management, LLC | 327.3K | $15.7M | −$106.4K | Cut−$9.48M |
| Vestment Financial LLC | 320.5K | $15.5M | −$5.68K | Added$1.73M |
| Yardley Wealth Management LLC | 320.6K | $15.4M | −$72.6K | Added$796.2K |
| Savant Capital, LLC | 310.7K | $14.9M | −$74.5K | Cut−$10.3M |
| Wheelhouse Advisory Group LLC | 276.9K | $13.3M | −$54.5K | Added$2.35M |
| Strathmore Capital Advisors, Inc. | 270.9K | $13.1M | $36K | Cut−$840.6K |
| Resonant Capital Advisors, LLC | 270.4K | $13M | −$64.9K | Cut−$826.7K |
| Brady Martz Wealth Solutions, LLC | 247.7K | $11.9M | −$47.8K | Added$2.28M |
| DOPKINS WEALTH MANAGEMENT, LLC | 239.9K | $11.5M | −$52.7K | Added$933.4K |
| Allworth Financial LP | 227.6K | $10.9M | −$31.3K | Added$4.63M |
| ENTREWEALTH, LLC | 213.8K | $10.2M | −$144.1K | Added$377.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 208.4K | $10M | −$39.6K | Cut−$6.63M |
| 25 LLC | 208.1K | $9.97M | −$48.6K | Added$213.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 205.4K | $9.84M | −$49.3K | Cut−$249.7K |
| Integrated Wealth Concepts LLC | 204.7K | $9.81M | −$45.7K | Added$627.1K |
| Vested Financial Planning, LLC | 202.6K | $9.71M | −$48.6K | Cut−$130.6K |
| West Financial Advisors, LLC | 201.9K | $9.68M | −$45.6K | Added$534.5K |
| Citrine Capital LLC | 192.9K | $9.24M | −$40K | Added$1.22M |
| Concurrent Investment Advisors, LLC | 192.2K | $9.21M | — | New |
| Guardian Wealth Management, LLC | 186.9K | $8.96M | −$35.6K | Added$1.81M |
| Plancorp, LLC | 175.9K | $8.49M | $15.8K | Added$52.1K |
| Porter White Investment Advisors, Inc. | 170K | $8.15M | −$40.5K | Added$9.3K |
| RW Investment Management LLC | 165.9K | $7.95M | — | Held |
| Compass Financial Group, Inc. | 165.4K | $7.93M | −$39.7K | Cut−$90.2K |
| VESTIA PERSONAL WEALTH ADVISORS | 147.8K | $7.08M | −$65.8K | Added$449.4K |
| ENVESTNET ASSET MANAGEMENT INC | 138.6K | $6.64M | −$20.2K | Added$2.6M |
| Core Wealth Management, Inc. | 138.3K | $6.63M | −$33.1K | Cut−$4.92K |
| JPMORGAN CHASE & CO | 135.5K | $6.49M | −$33.6K | Added$1.43M |
| United Wealth Management, LLC | 133.3K | $6.39M | −$30.9K | Added$184.3K |
| Mills Wealth Advisors LLC | 129.8K | $6.22M | −$8.27K | Added$4.56M |
| 55 North Private Wealth, LLC | 118.7K | $5.69M | −$24.7K | Added$723.5K |
| COLLECTIVE FAMILY OFFICE LLC | 116.5K | $5.58M | −$28K | Cut−$165.1K |
| Johnson Wealth Management, LLC | 115.4K | $5.53M | −$22.2K | Added$1.07M |
| BCO Wealth Management LLC | 108.3K | $5.19M | −$24.7K | Added$242.1K |
| Aspen Wealth Management LLC | 104.4K | $5.01M | −$17.5K | Added$1.49M |
| SENTINEL WEALTH MANAGEMENT, INC. | 102.9K | $4.93M | −$24.7K | Cut−$24.7K |
| Tillman Hartley LLC | 101.9K | $4.88M | −$21.4K | Added$577.3K |
| MAINSAIL ASSET MANAGEMENT, LLC | 101.5K | $4.86M | −$24.2K | Added$3.95K |
| American Investment Services, Inc. | 98K | $4.7M | −$18.9K | Added$897.4K |
| Forza Wealth Management, LLC | 97.5K | $4.67M | −$23.4K | Cut−$23.4K |
| Penney Financial, LLC | 97K | $4.65M | −$21.2K | Added$396.9K |
| Verus Financial Partners, Inc. | 95.8K | $4.63M | −$10.8K | Added$99.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 88.3K | $4.23M | −$8.68K | Added$2.49M |
| DiNuzzo Private Wealth, Inc. | 86.1K | $4.13M | −$19.2K | Added$269.6K |
| STIFEL FINANCIAL CORP | 82.9K | $3.98M | −$18.8K | Added$205.6K |
| Washington Trust Advisors, Inc. | 82.1K | $3.93M | −$19.3K | Added$61.7K |
| Corient Private Wealth LLC | 81.8K | $3.93M | −$13K | Cut−$241.7K |
| Wescott Financial Advisory Group, LLC | 80.3K | $3.85M | −$19K | Added$33.2K |
| Root Financial Partners, LLC | 76.6K | $3.67M | −$15.4K | Added$581K |
| SCRATCH CAPITAL LLC | 73.5K | $3.52M | −$14.1K | Added$697.6K |
| Modera Wealth Management, LLC | 70.8K | $3.39M | −$17K | Cut−$14.6K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 70K | $3.36M | −$14K | Added$540.9K |
| Aurelius Family Office LLC | 69.5K | $3.33M | −$20.8K | Cut−$14K |
| Vermillion Wealth Management, Inc. | 69.1K | $3.31M | −$15.9K | Added$118.8K |
| QUARRY HILL ADVISORS, LLC | 67.9K | $3.29M | $14.7K | Added$197.8K |
| TRUIST FINANCIAL CORP | 67K | $3.21M | −$16K | Added$5.85K |
| Summit Wealth Group, LLC | 64.8K | $3.11M | −$15.5K | Cut−$16.9K |
| Baker Avenue Asset Management, LP | 63.5K | $3.04M | −$14.3K | Added$163.2K |
| Tassel Capital Management, Inc. | 62.3K | $2.99M | −$14.9K | Cut−$72K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 62.1K | $2.98M | −$13.4K | Added$286.9K |
| OSAIC HOLDINGS, INC. | 61.8K | $2.96M | −$15.3K | Cut−$4.27M |
| North Ridge Wealth Advisors, Inc. | 61.8K | $2.96M | −$11.4K | Added$669.1K |
| GEM Asset Management, LLC | 61.1K | $2.93M | −$27.5K | Cut−$209.2K |
| BWM Planning, LLC | 59.9K | $2.87M | −$10.6K | Added$749.9K |
| Private Advisor Group, LLC | 59.3K | $2.84M | −$12.4K | Added$356.7K |
| Note Advisors, LLC | 57.7K | $2.77M | −$25.2K | Added$224.1K |
| MB Generational Wealth, LLC | 56.8K | $2.72M | −$9.76K | Added$763.2K |
| LEGACY FINANCIAL GROUP, INC. | 56.4K | $2.7M | −$13.4K | Added$11.3K |
| HB Wealth Management, LLC | 55.8K | $2.68M | −$13.4K | Cut−$13.4K |
| FF Advisors,LLC | 55.2K | $2.67M | $6.9K | Added$6.9K |
| Hiley Hunt Wealth Management | 51.7K | $2.48M | −$11.8K | Added$115K |
| Waverly Advisors, LLC | 50K | $2.4M | −$12K | Cut−$496.5K |
| Verisail Partners, LLC | 49.4K | $2.37M | −$11.8K | Added$5.3K |
| Meredith Wealth Planning | 49.2K | $2.36M | −$10.4K | Added$266K |
| Financial Engines Advisors L.L.C. | 48.4K | $2.32M | −$11.6K | Cut−$11.6K |
| Kestra Advisory Services, LLC | 47.7K | $2.29M | −$7.02K | Added$879.7K |
| Broadhurst Jeffrey B | 44.6K | $2.14M | −$10.4K | Added$59.9K |
| Concord Wealth Partners | 44.2K | $2.12M | −$10K | Added$111K |
| Shearwater Capital LLC | 44.1K | $2.11M | −$10.6K | Cut−$38.7K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 42.4K | $2.05M | −$423 | Cut−$823.1K |
| CARY STREET PARTNERS FINANCIAL LLC | 41.7K | $2M | −$10K | Cut−$672.3K |
| SAX WEALTH ADVISORS, LLC | 41.2K | $1.98M | $0 | Held |
| SwitchPoint Financial Planning, LLC | 40.9K | $1.96M | −$9.43K | Added$68.5K |
| MATHER GROUP, LLC. | 40.8K | $1.96M | −$9.37K | Added$76.9K |
| Vise Technologies, Inc. | 40.1K | $1.93M | $0 | Held |
| Pure Financial Advisors, LLC | 39.6K | $1.9M | −$9.34K | Added$17.7K |
| Family Capital Management, Inc. | 38.7K | $1.85M | −$8.92K | Added$62.3K |
| Heritage Wealth Management, Inc. /CA/ | 37.9K | $1.82M | −$7.84K | Added$244.1K |
| Farther Finance Advisors, LLC | 37.7K | $1.81M | −$3.8K | Added$517.2K |
| Kane Co Wealth Management, Inc. | 37.3K | $1.79M | −$6.67K | Added$449.9K |
| Hartmann Taylor Wealth Management, LLC | 37.3K | $1.79M | −$8.94K | Cut−$8.94K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37.1K | $1.78M | −$7.6K | Added$252.1K |
| Landmark Wealth Management, LLC | 36.9K | $1.77M | −$7.56K | Added$244.1K |
| GREAT OAK CAPITAL PARTNERS, LLC | 36.6K | $1.76M | $358 | Added$16.3K |
| ELEVATE WEALTH ADVISORY, INC | 36.6K | $1.76M | −$8.81K | Cut−$7.9K |
| SEI INVESTMENTS CO | 35.9K | $1.72M | −$7.79K | Added$152.1K |
| Evanson Asset Management, LLC | 34.9K | $1.67M | −$8.4K | Cut−$627.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 34.3K | $1.65M | −$8.12K | Added$15.1K |
| Wealthcare Advisory Partners LLC | 33.7K | $1.62M | −$6.44K | Added$319.9K |
| One Capital Management, LLC | 32.8K | $1.57M | −$6.8K | Added$208.4K |
| Smartleaf Asset Management LLC | 32.9K | $1.57M | −$5.41K | Added$758.1K |
| XY Planning Network, Inc. | 32.7K | $1.57M | −$4.28K | Added$95.1K |
| Wheels Up Wealth, Inc. | 32.8K | $1.57M | −$7.87K | Cut−$127K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 31.7K | $1.52M | −$7.61K | Cut−$7.61K |
| DEMMING FINANCIAL SERVICES CORP /ADV | 30.5K | $1.46M | −$6.8K | Added$106.2K |
| Generations Wealth, LLC | 30.1K | $1.44M | −$3.65K | Added$708.9K |
| JONES FINANCIAL COMPANIES LLLP | 29K | $1.38M | −$9.32K | Added$99.4K |
| WPWealth LLP | 28.4K | $1.36M | −$6.29K | Added$100K |
| Signature Resources Capital Management, LLC | 28.2K | $1.35M | −$6.71K | Added$4.45K |
| Sterling Wealth Management, Inc. | 27.9K | $1.34M | −$6.7K | Cut−$6.42K |
| RAYMOND JAMES FINANCIAL INC | 27.5K | $1.32M | −$6.61K | Cut−$610.1K |
| OneDigital Investment Advisors LLC | 26.2K | $1.26M | −$6.3K | Cut−$19.9K |
| New Dimensions Wealth Management, LLC | 25.7K | $1.23M | −$6.04K | Added$22K |
| Applied Capital LLC | 25K | $1.2M | — | New |
| HEFFERNAN ADVISORY, INC | 24.9K | $1.19M | −$5.98K | Cut−$5.97K |
| Capstone Wealth Management, LLC | 24.6K | $1.18M | −$5.34K | Added$104.8K |
| CogentBlue Wealth Advisors, LLC | 23.7K | $1.14M | −$5.69K | Cut−$16.1K |
| Pacific Asset Management, LLC | 23.3K | $1.12M | −$4.41K | Added$232.1K |
| IFP Advisors, Inc | 23.3K | $1.12M | −$5.58K | Cut−$3.76K |
| Triune Financial Partners, LLC | 23.2K | $1.11M | −$10.6K | Added$237.4K |
| JANE STREET GROUP, LLC | 22.8K | $1.09M | −$3.94K | Added$300.1K |
| CLARIS ADVISORS, LLC / MO / | 22.7K | $1.09M | −$4.46K | Added$200.4K |
| Blume Capital Management, Inc. | 22.7K | $1.09M | −$5.44K | Cut−$5.44K |
| Investmark Advisory Group LLC | 22.3K | $1.07M | −$5.34K | Cut−$5.34K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.4K | $1.02M | — | New |
| Beacon Pointe Advisors, LLC | 21K | $1M | −$3.34K | Added$331.6K |
| ArborFi Advisors, LLC | 20.8K | $995K | −$4.28K | Added$135.5K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 20.6K | $985.8K | −$4.93K | Cut−$4.93K |
| Cogent Private Wealth, Inc. | 20K | $957.2K | −$4.42K | Added$70.4K |
| KEB ASSET MANAGEMENT, LLC | 19.9K | $951.7K | −$4.57K | Added$39.5K |
| Sterling Wealth Advisors Inc | 19.1K | $924.6K | $4.22K | Added$35.2K |
| Ponta Wealth Partners, LLC | 18.4K | $883.4K | −$1.88K | Added$506.3K |
| Safeguard Investment Advisory Group, LLC | 18.4K | $883K | −$4.26K | Added$19.4K |
| Aegis Wealth Management LLC | 17.9K | $857.9K | −$3.89K | Added$77.6K |
| ROBERTS GLORE & CO INC /IL/ | 17.7K | $850K | −$4.26K | Cut−$4.26K |
| JP Wealth Management, Inc. | 16.9K | $808.6K | −$4.05K | Cut−$4.05K |
| Partners in Financial Planning | 16K | $765K | — | New |
| Financial Plan, Inc. | 15.8K | $755K | −$3.78K | Cut−$87.5K |
| Crews Bank & Trust | 15.7K | $751.7K | −$3.76K | Cut−$5.4K |
| COGENT STRATEGIC WEALTH LLC | 15.7K | $751.4K | −$5.54K | Added$199.3K |
| &PARTNERS | 15.4K | $738.2K | — | New |
| Physician Wealth Advisors, Inc. | 15.3K | $732.8K | −$3.66K | Cut−$1.12K |
| Balefire, LLC | 15.1K | $723.1K | — | New |
| Physician Wealth Solutions Inc. | 14.9K | $714.6K | −$3.58K | Cut−$25.3K |
| Integrity Wealth Solutions LLC | 14.9K | $714.3K | −$3.37K | Added$38K |
| FIFTH THIRD BANCORP | 14.4K | $691.3K | — | New |
| JDH Wealth Management, LLC | 14.1K | $676.5K | −$2.98K | Added$78.3K |
| Aerodigm Wealth, LLC | 14K | $671K | −$1.77K | Added$315.1K |
| Friday Financial | 13.8K | $661.7K | −$3.31K | Cut−$69.6K |
| Disciplined Investments, LLC | 13.7K | $657.4K | −$3.29K | Cut−$27.9K |
| Citadel | 13.3K | $635.4K | −$2.17K | Added$200.7K |
| INTEGRATED WEALTHCARE, LLC | 12.8K | $611.4K | −$3.06K | Cut−$2.73K |
| BDFS Capital LLC | 12.8K | $611.4K | −$2.89K | Added$30.4K |
| MML INVESTORS SERVICES, LLC | 12.6K | $604.3K | −$2.99K | Added$3.96K |
| Merited Wealth, LLC | 12.5K | $599.9K | −$2.52K | Added$95.2K |
| Glass Jacobson Investment Advisors llc | 12.2K | $584.3K | −$2.42K | Added$99.8K |
| SpringVest Wealth Management LLC | 11.4K | $545.2K | −$2.73K | Cut−$2.73K |
| EXENCIAL WEALTH ADVISORS, LLC | 11.4K | $544.2K | −$2.56K | Added$29.5K |
| Iowa State Bank | 11.3K | $540.2K | −$2.7K | Cut−$2.71K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 11.2K | $535.5K | −$2.6K | Added$7.46K |
| Western Wealth Management, LLC | 10.9K | $522.4K | −$2.62K | Cut−$2.62K |
| Jacobi Capital Management LLC | 10.8K | $517.4K | −$2.6K | Added$419 |
| CVA Family Office, LLC | 10.8K | $516.9K | −$2.59K | Cut−$2.59K |
| FORTERIS WEALTH MANAGEMENT INC. | 10.8K | $515.3K | −$2.58K | Cut−$58.7K |
| Anson Capital, Inc. | 10.7K | $511.4K | −$2.51K | Added$7.55K |
| Foundry Financial LLC | 10.2K | $487.9K | −$2.46K | Cut−$54.7K |
| Burton Enright Welch | 10.2K | $487.7K | −$2.44K | Cut−$26.2K |
| Life Planning Partners, Inc | 10.1K | $482.7K | −$2.42K | Cut−$2.42K |
| Meridian Wealth Management, LLC | 10K | $481K | −$2.41K | Cut−$2.41K |
| Eldridge Investment Advisors, Inc. | 9.89K | $474.3K | −$2.37K | Cut−$8.73K |
| TABLEAUX LLC | 9.86K | $472.4K | — | New |
| Five Oceans Advisors | 9.62K | $461.1K | −$2.31K | Cut−$2.31K |
| Beckerman Institutional, LLC | 9.51K | $455.6K | −$2.13K | Added$28.5K |
| White Wing Wealth Management | 9.43K | $451.9K | −$2.27K | Cut−$135.9K |
| DecisionPoint Financial, LLC | 9.34K | $447.9K | −$2.24K | Cut−$2.24K |
| Beta Wealth Group, Inc. | 9.31K | $446.4K | −$2.22K | Added$1.19K |
| Burk Holdings LLC | 9.25K | $443.5K | −$2.18K | Added$5.82K |
| EverSource Wealth Advisors, LLC | 9.21K | $441.7K | −$2.21K | Cut−$2.21K |
| Acorn Wealth Advisors, LLC | 8.9K | $426.8K | −$1.51K | Added$123.1K |
| MORGAN STANLEY | 8.73K | $418.6K | −$2.1K | Cut−$4.75K |
| Vantage Point Financial LLC | 8.62K | $413.1K | −$1.72K | Added$69.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 8.58K | $411.1K | −$2.06K | Cut−$156.6K |
| CHOREO, LLC | 8.36K | $400.9K | — | New |
| Legacy Capital Wealth Partners, LLC | 8.32K | $398.8K | −$2K | Cut−$14.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.21K | $393.7K | −$559 | Added$277.2K |
| Aptus Capital Advisors, LLC | 8.19K | $392.4K | −$1.89K | Added$13.1K |
| ROYAL BANK OF CANADA | 8.08K | $387K | −$2.58K | Cut−$172K |
| Rehmann Capital Advisory Group | 8.02K | $384.4K | −$1.93K | Cut−$67.6K |
| Merit Financial Group, LLC | 7.67K | $367.7K | — | New |
| Oceanside Advisors LLC | 7.67K | $367.4K | −$1.84K | Cut−$9.84K |
| Savvy Advisors, Inc. | 7.49K | $358.9K | — | New |
| Avestar Capital, LLC | 7.47K | $358K | — | New |
| Oath Planning, LLC | 7.32K | $350.6K | — | New |
| Inspire Advisors, LLC | 7.24K | $347.2K | −$1.73K | Added$284 |
| Creative Capital Management Investments LLC | 7.21K | $345.4K | −$1.5K | Added$44.3K |
| Kaufman Rossin Wealth, LLC | 7.07K | $338.6K | −$1.7K | Cut−$44.2K |
| Strategic Investment Solutions, Inc. /IL | 6.94K | $332.5K | −$1.65K | Cut−$3.77K |
| Midwest Trust Co | 6.88K | $329.9K | −$1.65K | Cut−$1.65K |
| Golden State Equity Partners | 6.86K | $328.7K | — | New |
| Colonial Trust Co / SC | 6.46K | $309.5K | −$1.48K | Added$13.1K |
| Pinnacle Financial Group, LLC / IL | 6.23K | $298.6K | −$1.49K | Cut−$1.5K |
| Squire Investment Management Company, LLC | 6.22K | $298.1K | −$1.28K | Added$40.7K |
| Investment Advisory Group, LLC | 6.2K | $297K | −$1.4K | Added$14K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 6.14K | $294.3K | −$1.47K | Cut−$1.47K |
| Argent Trust Co | 6K | $287.6K | — | New |
| Seaside Wealth Management, Inc. | 5.95K | $285.1K | −$1.45K | Added$232 |
| VERUS CAPITAL PARTNERS, LLC | 5.91K | $283K | −$1.42K | Cut−$212.9K |
| Envision Financial Planning, LLC | 5.88K | $282K | −$1.4K | Added$1.38K |
| Level Financial Advisors | 5.78K | $276.8K | −$1.39K | Cut−$1.39K |
| McIlrath & Eck, LLC | 5.75K | $275.8K | −$1.38K | Cut−$1.38K |
| KFG WEALTH MANAGEMENT, LLC | 5.45K | $261.1K | −$1.32K | Cut−$318 |
| Vistica Wealth Advisors, LLC | 5.43K | $260.5K | — | New |
| CLUNE & ASSOCIATES, LTD. | 5.32K | $255K | −$1.28K | Cut−$1.28K |
| Csenge Advisory Group | 5.31K | $254.6K | −$1.27K | Cut−$15.5K |
| HANOVER ADVISORS INC | 5.27K | $252.4K | −$1.26K | Cut−$1.26K |
| Arkadios Wealth Advisors | 5.22K | $250.1K | — | New |
| Quantinno Capital Management LP | 5.14K | $246.2K | — | New |
| Apollon Financial, LLC | 5.13K | $245.7K | — | New |
| US BANCORP \DE\ | 4.57K | $218.8K | −$1.1K | Cut−$83K |
| Advisory Services Network, LLC | 3.44K | $165K | — | New |
| Ameritas Investment Partners, Inc. | 3.33K | $159.4K | −$782 | Added$129 |
| Operose Advisors LLC | 3.23K | $154.7K | −$737 | Added$126 |
| BLUELINE ADVISORS LLC | 3.14K | $150.5K | −$567 | Added$36.7K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2.96K | $141.8K | −$685 | Added$4.44K |
| Medallion Wealth Advisors, LLC | 2.5K | $120K | −$583 | Added$9.96K |
| UMB Bank, n.a. | 2.19K | $105K | — | New |
Who left
- Elequin Capital, LP$4.78M
- SEVEN MILE ADVISORY$3.2M
- OLD MISSION CAPITAL LLC$2.06M
- GOLDMAN SACHS GROUP INC$1.67M
- Zhang Financial LLC$578K
- LJI Wealth Management, LLC$510.6K
- RCS Financial Planning, LLC$459.7K
- Entelevest, LLC$356.3K
- IFG Advisory, LLC$336.4K
- TFB Advisors LLC$323.4K
- Creative Planning$285.2K
- BLAIR WILLIAM & CO/IL$6.31K
- Thrivent Financial for Lutherans$1.52K
- FLOW TRADERS U.S. LLC$1.48K
- UBS Group AG$1.01K
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.