Stock
Reported value
$8.61B
Holders
690
+60 new · −32 exited
Holders’ est. mark
$296M
Price effect on 241 books still in the name
Largest holder
$353.4M
Focus Partners Wealth
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $12.3M
- Renaissance Technologies0.0% · $370.3K
- Citadel0.0% · $2.57M
- Fidelity0.0% · $3M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Focus Partners Wealth | 10.4M | $353.4M | $12.9M | Added$3.96M |
| LPL Financial LLC | 8.59M | $291.8M | $10M | Added$27.8M |
| ALERUS FINANCIAL NA | 8.42M | $285.9M | $10.4M | Added$9.9M |
| Geometric Wealth Advisors | 7.45M | $253.2M | $9.11M | Added$12.7M |
| Allworth Financial LP | 7.26M | $246.6M | $8.2M | Added$30.2M |
| ENVESTNET ASSET MANAGEMENT INC | 6.6M | $224.4M | $8.13M | Added$9.65M |
| MONOGRAPH WEALTH ADVISORS, LLC | 6.17M | $209.5M | $7.52M | Added$11.1M |
| GLENMEDE TRUST CO NA | 5.21M | $176.9M | $6.38M | Added$8.62M |
| Great Waters Wealth Management | 4.89M | $166M | $6.01M | Added$7.35M |
| FACTORY MUTUAL INSURANCE CO | 4.81M | $163.3M | $5.96M | Added$5.96M |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.32M | $146.9M | $5.06M | Added$13.3M |
| Plancorp, LLC | 3.94M | $141.6M | $12.6M | Added$10.8M |
| ROYAL BANK OF CANADA | 3.77M | $128M | $4.6M | Added$6.68M |
| JFS WEALTH ADVISORS, LLC | 3.74M | $127M | $4.63M | Added$2.91M |
| Focus Partners Advisor Solutions, LLC | 3.73M | $126.6M | $4.27M | Added$13.9M |
| Triune Financial Partners, LLC | 3.63M | $123.3M | −$2.64M | Cut−$2.33M |
| FIFTH THIRD BANCORP | 3.51M | $119.3M | $11.2K | Added$119.1M |
| CAPTRUST FINANCIAL ADVISORS | 2.95M | $100.3M | $3.59M | Added$5.43M |
| ASSETMARK, INC | 2.88M | $97.7M | $3.57M | Added$3.04M |
| D.A. DAVIDSON & CO. | 2.78M | $94.6M | $3.45M | Added$2.44M |
| Pathstone Holdings, LLC | 2.54M | $86.3M | $3.15M | Cut−$508.6K |
| UBS Group AG | 2.52M | $85.6M | $2.71M | Added$14M |
| RAYMOND JAMES FINANCIAL INC | 2.5M | $84.8M | $2.89M | Added$8.52M |
| BANK OF AMERICA CORP /DE/ | 2.45M | $83.3M | $2.42M | Added$19.3M |
| Planning Center, Inc. | 2.43M | $82.7M | $3.02M | Cut−$2.7M |
| Core Wealth Management, Inc. | 2.39M | $81.3M | $2.97M | Added$2.81M |
| Morton Capital Management LLC/CA | 2.39M | $81.2M | $2.83M | Added$6.48M |
| GeoWealth Management, LLC | 2.39M | $81.2M | $2.96M | Added$1.74M |
| New Capital Management LP | 2.39M | $81.1M | $2.92M | Added$4.13M |
| Evanson Asset Management, LLC | 2.3M | $78.3M | $2.86M | Added$2.88M |
| Creative Capital Management Investments LLC | 2.15M | $73.1M | $2.65M | Added$3.04M |
| Tumwater Wealth Management, LLC | 2.15M | $73M | $2.66M | Added$4.77K |
| Greenspring Advisors, LLC | 2.14M | $72.8M | $2.66M | Added$2.03M |
| Capstone Financial Advisors, Inc. | 2.07M | $70.2M | $2.56M | Added$1.74M |
| Glassman Wealth Services | 2M | $67.9M | $2.43M | Added$3.62M |
| Cardinal Point Capital Management ULC | 1.95M | $66.2M | $2.28M | Added$5.91M |
| BetterWealth, LLC | 1.82M | $61.9M | $2.26M | Added$2.31M |
| Confluence Wealth Services, Inc. | 1.76M | $59.9M | $2.19M | Added$1.8M |
| BAKER BOYER NATIONAL BANK | 1.76M | $59.9M | $2.13M | Added$3.57M |
| Apella Capital, LLC | 1.61M | $59.6M | $4.69M | Added$23.1M |
| Asset Dedication, LLC | 1.7M | $57.7M | $2.11M | Cut−$6.34M |
| Financial Symmetry Inc | 1.54M | $56.6M | $6.04M | Added$5.61M |
| Trellis Wealth Advisors LLC | 1.62M | $55.1M | $1.97M | Added$3.04M |
| MARS JEWETT FINANCIAL GROUP, INC. | 1.59M | $54M | −$3.96M | Cut−$4.56M |
| LRI Investments, LLC | 1.57M | $53.5M | $1.77M | Added$6.7M |
| HFM Investment Advisors, LLC | 1.57M | $53.2M | $1.94M | Added$1.06M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1.42M | $51.1M | $3.33M | Added$2.86M |
| Strathmore Capital Advisors, Inc. | 1.4M | $50.9M | $4.92M | Added$6.17M |
| JPMORGAN CHASE & CO | 1.5M | $49.5M | $102K | Added$35M |
| Altiora Financial Group, LLC | 1.45M | $49.2M | $1.78M | Added$2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.42M | $48.1M | $1.76M | Cut−$2.17M |
| MASTER'S WEALTH MANAGEMENT INC. | 1.39M | $47.4M | $1.72M | Added$1.97M |
| Johnson Wealth Management, LLC | 1.33M | $45.1M | $1.63M | Added$1.99M |
| N.E.W. Advisory Services LLC | 1.32M | $45M | $1.64M | Added$1.54M |
| DEMMING FINANCIAL SERVICES CORP /ADV | 1.29M | $43.7M | $1.57M | Added$2.33M |
| ShankerValleau Wealth Advisors, Inc. | 1.28M | $43.4M | $1.58M | Added$252.7K |
| Financial Engines Advisors L.L.C. | 1.22M | $41.5M | $1.51M | Cut−$798.3K |
| Babb Wealth Advisors LLC | 1.21M | $41M | $1.5M | Added$1.46M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.18M | $40.2M | $1.47M | Cut−$394.2K |
| Onyx Financial Advisors, LLC | 1.16M | $39.4M | $1.44M | Added$1.31M |
| Private Advisor Group, LLC | 1.15M | $39.2M | $1.43M | Added$792.8K |
| HighTower Advisors, LLC | 1.14M | $38.9M | $1.42M | Added$313.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 1.12M | $38.2M | $880.1K | Added$15M |
| CARDIFF PARK ADVISORS, LLC | 1.12M | $38.1M | $1.39M | Cut−$143.9K |
| VANCE WEALTH, LLC | 1.11M | $37.8M | $1.38M | Added$745.2K |
| Forum Financial Management, LP | 1.06M | $35.9M | $1.31M | Added$80.2K |
| CAHILL FINANCIAL ADVISORS INC | 1.02M | $34.6M | $1.19M | Added$3.17M |
| Shearwater Capital LLC | 903.6K | $30.7M | $1.06M | Added$2.73M |
| OneDigital Investment Advisors LLC | 888.3K | $30.2M | $1.06M | Added$2.23M |
| ACCREDITED INVESTOR SERVICES, LLC | 866.3K | $29.4M | $1.06M | Added$1.47M |
| Cetera Investment Advisers | 855.8K | $29.1M | $1.06M | Added$41.1K |
| Meridian Wealth Partners, LLC | 852.5K | $29M | $1.06M | Cut−$4.08K |
| TCI Wealth Advisors, Inc. | 839.5K | $28.5M | $1.04M | Cut−$165.1K |
| Destiny Wealth Partners, LLC | 811.1K | $27.6M | −$658.7K | Cut−$394.5K |
| Savant Capital, LLC | 809.7K | $27.5M | $1M | Cut−$79.5K |
| RFG Advisory, LLC | 800.6K | $27.2M | $992.7K | Cut−$3.92M |
| Sensible Money, LLC | 733.4K | $24.9M | $909.4K | Cut−$228.7K |
| Financial Plan, Inc. | 731.3K | $24.8M | $906.8K | Added$668.2K |
| Glassy Mountain Advisors, Inc. | 730.6K | $24.8M | $888.9K | Added$1.36M |
| Momentous Wealth Management, Inc. | 728.3K | $24.7M | $903.1K | Cut−$708.3K |
| ASPIRIANT, LLC | 727.7K | $24.7M | $902.4K | Added$902.4K |
| Conrad Siegel Investment Advisors, Inc. | 720.5K | $24.5M | $893.4K | Added$885K |
| Wolfstich Capital, LLC | 740.5K | $24.4M | $170.3K | Cut−$1.64M |
| Kestra Advisory Services, LLC | 715.2K | $24.3M | $838.1K | Added$2.17M |
| Old Peak Finance LLC | 712.3K | $24.2M | $861.4K | Added$1.46M |
| Chicago Partners Investment Group LLC | 643.1K | $23.4M | $1.14M | Added$1.08M |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 681.9K | $23.2M | $845.6K | Added$776.4K |
| MilWealth Group LLC | 674.7K | $22.9M | $836.6K | Added$344K |
| Mariner, LLC | 654.6K | $22.2M | $508.2K | Added$8.78M |
| marrick wealth, LLC | 653K | $22.2M | $808.5K | Added$844.7K |
| LEGACY FINANCIAL GROUP, INC. | 645.1K | $21.9M | $799.9K | Added$756.8K |
| CONQUIS FINANCIAL LLC | 600.7K | $21.6M | $1.96M | Added$2.09M |
| HTG Investment Advisors, Inc. | 629.4K | $21.4M | $778.7K | Added$827K |
| GOLDMAN SACHS GROUP INC | 625.2K | $21.2M | — | New |
| Farther Finance Advisors, LLC | 611.7K | $21.1M | $931.6K | Added$3.01M |
| BRIGHTON JONES LLC | 608.4K | $20.7M | $754.5K | Cut−$1.22M |
| Generations Wealth, LLC | 605.8K | $20.6M | $751.2K | Added$728.1K |
| Corient Private Wealth LLC | 606.8K | $20.6M | $695.3K | Added$606.8K |
| Beacon Pointe Advisors, LLC | 604.8K | $20.5M | $750K | Added$742.4K |
| Sequoia Financial Advisors, LLC | 603.5K | $20.5M | $748.4K | Added$590.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 593.3K | $20.3M | $373.8K | Cut−$4.92M |
| Symmetry Partners, LLC | 586.1K | $19.9M | $726.7K | Added$91.8K |
| TRUIST FINANCIAL CORP | 550.7K | $18.7M | $618.7K | Added$2.38M |
| Vested Financial Planning, LLC | 550.6K | $18.7M | $682.7K | Added$557.5K |
| Tassel Capital Management, Inc. | 543.2K | $18.5M | $669.2K | Added$787.9K |
| Elser Financial Planning, Inc | 518K | $17.6M | $27K | Added$16.9M |
| Strategic Investment Solutions, Inc. /IL | 509.3K | $17.3M | $614.9K | Added$1.07M |
| Prosperity Planning, Inc. | 488.8K | $16.6M | $606K | Cut−$169.4K |
| CWM, LLC | 487K | $16.5M | $6.28M | Added$16.5M |
| BlueSky Wealth Advisors, LLC | 484.7K | $16.5M | $601.1K | Cut−$26.7M |
| FMB WEALTH MANAGEMENT | 476.6K | $16.2M | $577.3K | Added$950.1K |
| EP Wealth Advisors, LLC | 473.9K | $16.1M | $587.7K | Added$539.1K |
| Ruedi Wealth Management, Inc. | 471.4K | $16M | $584.5K | Cut−$230.2K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 460.5K | $15.6M | $483.9K | Added$2.87M |
| North Ridge Wealth Advisors, Inc. | 460.3K | $15.6M | $570.8K | Cut−$588.7K |
| GRAND WEALTH MANAGEMENT, LLC | 456.2K | $15.5M | $565.7K | Cut−$948.7K |
| Lauterbach Financial Advisors, LLC | 447.4K | $15.2M | $554.7K | Added$118.7K |
| JANE STREET GROUP, LLC | 446.5K | $15.2M | — | New |
| Modera Wealth Management, LLC | 443.6K | $15.1M | $550.1K | Cut−$671.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 433.7K | $14.7M | $75.5K | Added$12.7M |
| Robertson Stephens Wealth Management, LLC | 431.2K | $14.6M | $534.2K | Added$547.2K |
| CLARIS ADVISORS, LLC / MO / | 427.5K | $14.5M | $530.1K | Added$115.8K |
| Equitable Holdings, Inc. | 442.2K | $14.5M | $0 | Added$43.6K |
| B&D White Capital Company, LLC | 425.4K | $14.5M | $406.7K | Added$3.71M |
| OSAIC HOLDINGS, INC. | 406.2K | $13.8M | $503.8K | Cut−$146.1K |
| Graves Light Lenhart Wealth, Inc. | 404.9K | $13.8M | $462K | Added$1.56M |
| ARK & TLK INVESTMENTS, LLC | 389.5K | $13.2M | $483K | Added$407.1K |
| Creative Planning | 381.5K | $13M | $465.8K | Added$663.9K |
| Live Oak Private Wealth LLC | 377.8K | $12.8M | $450.2K | Added$952.1K |
| Truepoint, Inc. | 372.8K | $12.7M | $462.3K | Added$232.9K |
| E6 Portfolios, LLC | 372.6K | $12.7M | $443.3K | Added$957.3K |
| Pure Financial Advisors, LLC | 366.4K | $12.4M | $454.3K | Added$333.3K |
| Trust Co of the South | 365.7K | $12.4M | $451.7K | Added$500.7K |
| Icahn Capital | 363.4K | $12.3M | $326.8K | Added$3.72M |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 346.4K | $11.8M | $429.5K | Added$72.8K |
| REGIMEN WEALTH, LLC | 341.6K | $11.6M | — | New |
| Integrated Wealth Concepts LLC | 338K | $11.5M | $419.2K | Added$413.4K |
| TRB Wealth Management, LLC | 336.5K | $11.4M | — | Held |
| FIRST NATIONAL BANK SIOUX FALLS | 308.5K | $11.2M | $1.14M | Added$1.14M |
| ERn Financial, LLC | 317.1K | $10.8M | $393.1K | Added$139.2K |
| Eldridge Investment Advisors, Inc. | 309.6K | $10.5M | $370.7K | Added$732.7K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 306.3K | $10.4M | $378.7K | Added$411K |
| Hurlow Wealth Management Group, Inc. | 303.9K | $10.3M | $370.7K | Added$539.2K |
| Porter White Investment Advisors, Inc. | 302.5K | $10.3M | $375.1K | Added$290.5K |
| Prosperity Bancshares Inc | 301.1K | $10.2M | $288.8K | Added$2.61M |
| Moisand Fitzgerald Tamayo, LLC | 293.6K | $9.97M | $364K | Added$135.4K |
| Tranquilli Financial Advisor LLC | 284.4K | $9.66M | $337.6K | Added$751.7K |
| SJS Investment Consulting Inc. | 270.8K | $9.2M | $335.8K | Added$152.5K |
| JONES FINANCIAL COMPANIES LLLP | 275.9K | $9.1M | $41.8K | Added$4.03M |
| Cambridge Financial Group, LLC | 263.8K | $8.96M | $2.34M | Added$873.9K |
| Waverly Advisors, LLC | 247.5K | $8.41M | $14.9K | Added$8.01M |
| SAX WEALTH ADVISORS, LLC | 252.8K | $8.27M | $5 | Cut−$79.5K |
| True Blue Financial, LLC | 241.6K | $8.21M | $299.6K | Added$91.3K |
| Keystone Financial Group, Inc. | 236.7K | $8.04M | $244K | Added$1.6M |
| Capstone Wealth Management, LLC | 234.4K | $7.96M | $290.6K | Added$245.3K |
| American Investment Services, Inc. | 232.4K | $7.89M | $288.1K | Added$124.4K |
| Henrickson Nauta Wealth Advisors, Inc. | 232.3K | $7.89M | $90.6K | Cut−$7.85M |
| Peirce Capital Management, LLC | 226.5K | $7.69M | $280.8K | Added$43.2K |
| BAYSHORE ASSET MANAGEMENT, LLC | 225.4K | $7.66M | $279.4K | Added$254.5K |
| SC&H Financial Advisors, Inc. | 224.2K | $7.62M | $233.4K | Added$1.46M |
| Cogent Private Wealth, Inc. | 214.5K | $7.29M | $242K | Added$898.7K |
| Warwick Investment Management, Inc. | 211.6K | $7.19M | $262.4K | Cut−$299.8K |
| ENTRUST FINANCIAL LLC | 210.7K | $7.16M | $261.3K | Cut−$981 |
| Integrated Advisors Network LLC | 209.7K | $7.12M | $256.2K | Added$361.5K |
| Wealthspire Advisors, LLC | 207.9K | $7.06M | $257.8K | Added$239.8K |
| Aerodigm Wealth, LLC | 207.6K | $7.05M | $257.5K | Added$85.8K |
| Hassell Wealth Management, LLC | 201.7K | $6.85M | −$28.3K | Cut−$68.2K |
| Aspen Capital Management, LLC | 200.5K | $6.81M | $244.3K | Added$362.6K |
| Vantage Point Financial LLC | 198.3K | $6.74M | $245.9K | Cut−$174K |
| 55 North Private Wealth, LLC | 197.4K | $6.71M | $244.8K | Cut−$438.8K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 197.3K | $6.7M | $244.6K | Added$45.5K |
| Canopy Partners, LLC | 192.6K | $6.54M | $232.6K | Added$403K |
| Visionary Wealth Advisors | 191.2K | $6.49M | $235.3K | Added$283.4K |
| TrustWell Financial Advisors, LLC | 184.9K | $6.28M | $229.1K | Added$234.7K |
| DiNuzzo Private Wealth, Inc. | 184.5K | $6.27M | $228.7K | Added$79.5K |
| Forvis Mazars Wealth Advisors, LLC | 180.2K | $6.12M | $223.4K | Cut−$846.5K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 179.8K | $6.11M | $223K | Added$178.4K |
| MATHER GROUP, LLC. | 179.6K | $6.1M | $222.7K | Added$174.9K |
| RS CRUM INC. | 177.8K | $6.04M | $220.5K | Added$201.4K |
| CGN Advisors LLC | 176.6K | $6M | $219K | Added$75.3K |
| Concord Wealth Partners | 176.5K | $5.99M | $211.8K | Added$404.7K |
| Investment Advisory Group, LLC | 176.1K | $5.98M | $218.4K | Added$163.7K |
| AWM CAPITAL, LLC | 170.5K | $5.79M | $211.4K | Added$145.4K |
| Quantinno Capital Management LP | 166.6K | $5.66M | $153.2K | Added$1.61M |
| Cornerstone Financial Group, LLC /NE/ | 152.2K | $5.57M | $581.3K | Added$625.4K |
| DOPKINS WEALTH MANAGEMENT, LLC | 160.9K | $5.47M | $199.5K | Cut−$876.3K |
| GEM Asset Management, LLC | 155.2K | $5.27M | $70.5K | Added$244.5K |
| RAM Investment Partners, LLC | 152K | $5.16M | $188.4K | Added$15K |
| Tillman Hartley LLC | 151.5K | $5.15M | $187.9K | Cut−$182.3K |
| 626 Financial, LLC | 149.5K | $5.08M | — | New |
| Smartleaf Asset Management LLC | 153.1K | $5.05M | $14.1K | Added$419.2K |
| MORGAN STANLEY | 148.4K | $5.04M | $177.5K | Added$358.1K |
| Gradient Capital Advisors, LLC | 143.9K | $4.89M | $176.9K | Added$219.6K |
| First Financial Group Corp | 143.9K | $4.89M | $169.1K | Added$424.6K |
| Belleair Asset Management, LLC | 143.3K | $4.87M | $177.7K | Added$156.3K |
| WealthSpring Partners, LLC | 143.2K | $4.86M | $168.2K | Added$426.8K |
| RBF Capital, LLC | 140K | $4.76M | $173.6K | Added$173.6K |
| EARNED WEALTH ADVISORS, LLC | 138.2K | $4.69M | $171.4K | Added$138K |
| Kane Co Wealth Management, Inc. | 137.6K | $4.67M | $170.6K | Cut−$9.38K |
| EverSource Wealth Advisors, LLC | 135.3K | $4.6M | $167.8K | Added$160K |
| Wealth Architects, LLC | 134.1K | $4.56M | $166.3K | Added$71.1K |
| Ballentine Partners, LLC | 132.4K | $4.5M | $163.4K | Added$185.1K |
| Summit Wealth Group, LLC | 130.6K | $4.44M | $162K | Cut−$419 |
| Cyndeo Wealth Partners, LLC | 128.3K | $4.36M | $159.1K | Added$19.7K |
| MML INVESTORS SERVICES, LLC | 126.1K | $4.28M | $156.4K | Cut−$291.7K |
| Capstone Wealth Management, Inc. | 122.1K | $4.2M | $160.6K | Added$113.3K |
| GK Wealth Management LLC | 127.4K | $4.2M | — | New |
| DWR WEALTH MANAGEMENT, LLC | 127.4K | $4.2M | $12.7K | Added$12.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 118.7K | $4.03M | $99.8K | Added$1.4M |
| SwitchPoint Financial Planning, LLC | 117.9K | $4.01M | $146.2K | Added$146.2K |
| CHOREO, LLC | 117.7K | $4M | $67K | Added$2.01M |
| Versant Capital Management, Inc | 117.1K | $3.98M | $145.1K | Added$147.2K |
| Evernest Financial Advisors, LLC | 109.1K | $3.95M | $19.6K | Cut−$80.4K |
| Heritage Wealth Management, Inc./Texas | 116.2K | $3.95M | $143.2K | Added$168.7K |
| XY Planning Network, Inc. | 114.2K | $3.93M | $193K | Cut−$464.7K |
| Foundry Financial LLC | 115.3K | $3.92M | $91.8K | Added$1.49M |
| STIFEL FINANCIAL CORP | 115K | $3.91M | $142.6K | Added$122.5K |
| Harbor Group, Inc. | 114.5K | $3.89M | $142K | Added$94.1K |
| Arkadios Wealth Advisors | 114K | $3.87M | — | New |
| CLUNE & ASSOCIATES, LTD. | 113.7K | $3.86M | $130.8K | Added$410.6K |
| MAGNOLIA CAPITAL ADVISORS LLC | 113K | $3.84M | $140.1K | Cut−$945.2K |
| WPWealth LLP | 111.8K | $3.8M | $138.5K | Added$143.3K |
| KEB ASSET MANAGEMENT, LLC | 110.4K | $3.75M | $136.9K | Added$133.8K |
| Cannon Financial Strategists, Inc. | 110.4K | $3.75M | $62.5K | Added$2.1M |
| Cherry Tree Wealth Management, LLC | 109.9K | $3.73M | $136.2K | Added$136.3K |
| McCartney Wealth Management LLC | 109.3K | $3.71M | $135.6K | Cut−$118.8K |
| LS Investment Advisors, LLC | 108.3K | $3.68M | — | New |
| Lantern Wealth Advisors, LLC | 107.8K | $3.66M | $133.3K | Added$144.8K |
| EXENCIAL WEALTH ADVISORS, LLC | 105.7K | $3.59M | $131.1K | Cut−$180.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | 105.6K | $3.59M | $114K | Added$576.5K |
| RW Investment Management LLC | 103.2K | $3.51M | — | Held |
| Cerity Partners LLC | 103K | $3.5M | $119.6K | Added$343.6K |
| Rockwood Wealth Management, LLC | 102.1K | $3.47M | $126.6K | Added$92.4K |
| Parkwoods Wealth Partners, LLC | 99.1K | $3.37M | $122.9K | Added$105.1K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 97.6K | $3.32M | $69.7K | Added$1.48M |
| Donalies Financial Planning, LLC | 95.8K | $3.25M | $118.7K | Added$119.8K |
| Arista Wealth Management, LLC | 95.5K | $3.24M | $115.1K | Added$204.3K |
| Western Wealth Management, LLC | 94.7K | $3.22M | $117.5K | Added$109.1K |
| Rehmann Capital Advisory Group | 94.1K | $3.2M | $116.7K | Added$4.77K |
| Merited Wealth, LLC | 91.7K | $3.12M | $113.7K | Added$6.59K |
| C M BIDWELL & ASSOCIATES LTD | 91.4K | $3.11M | $111.4K | Added$166.9K |
| United Wealth Management, LLC | 91.2K | $3.1M | $113K | Cut−$105K |
| Rather & Kittrell, Inc. | 91K | $3.09M | $112.8K | Cut−$503.1K |
| Mesirow Financial Investment Management, Inc. | 90.4K | $3.07M | $50K | Added$1.75M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 89.5K | $3.04M | $110.9K | Added$94.8K |
| Fidelity | 88.3K | $3M | $93.3K | Added$535.1K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 85.3K | $2.9M | $105.8K | Added$81.2K |
| Broadhurst Jeffrey B | 84.7K | $2.88M | $105.1K | Added$13.1K |
| Topsail Wealth Management, LLC | 83.1K | $2.82M | $97.2K | Added$254.8K |
| Steward Partners Investment Advisory, LLC | 82.9K | $2.82M | $101.6K | Added$132.9K |
Who left
- TrueWealth Financial Partners$8.18M
- OLD MISSION CAPITAL LLC$6.19M
- AXXCESS WEALTH MANAGEMENT, LLC$3.83M
- McGrath & Associates, Inc.$2.96M
- Orion Porfolio Solutions, LLC$2.19M
- Francis Financial, Inc.$1.37M
- Qube Research & Technologies Ltd$1.17M
- Quadrature Capital Ltd$1.04M
- L2 Asset Management, LLC$962.8K
- True North Advisors, LLC$795.8K
- TFB Advisors LLC$588.4K
- Wilian Securities, LLC$418K
- AssuredPartners Investment Advisors, LLC$364.9K
- QRG CAPITAL MANAGEMENT, INC.$319.6K
- Northeast Financial Group, Inc.$255.2K
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.