Stock
Reported value
$928.6M
Holders
431
+65 new · −39 exited
Holders’ est. mark
$7.13M
Price effect on 224 books still in the name
Largest holder
$121.2M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $12.8M
- Fidelity0.0% · $632.7K
- Icahn Capital0.0% · $460.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 1.13M | $121.2M | −$2.5M | Added$5.22M |
| BANK OF AMERICA CORP /DE/ | 784.7K | $84.2M | −$1.73M | Added$3.91M |
| Parkway Wealth Management Group, LLC | 311.2K | $36.1M | $2.02M | Cut−$4.55M |
| ROYAL BANK OF CANADA | 267.1K | $28.7M | −$350.6K | Added$12.3M |
| RAYMOND JAMES FINANCIAL INC | 231.7K | $24.9M | −$448.9K | Added$4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 218.5K | $23.4M | −$515.7K | Cut−$1.09M |
| ASSETMARK, INC | 214.1K | $23M | −$436.5K | Added$2.69M |
| Gradient Investments LLC | 194.2K | $20.8M | −$446K | Added$110.6K |
| Daiwa Securities Group Inc. | 181K | $19.4M | $17M | Added$19.4M |
| OSAIC HOLDINGS, INC. | 176.7K | $19M | −$421.1K | Cut−$1.91M |
| Steward Partners Investment Advisory, LLC | 170K | $18.2M | −$374.9K | Added$822.7K |
| STIFEL FINANCIAL CORP | 156.9K | $16.8M | −$363.4K | Cut−$197K |
| B & T Capital Management DBA Alpha Capital Management | 145.2K | $15.6M | −$330.1K | Added$247.9K |
| Cetera Investment Advisers | 140.3K | $15.1M | −$331.1K | Cut−$3.83M |
| Madrona Financial Services, LLC | 137.2K | $14.7M | −$323.8K | Cut−$2.51M |
| Kraft, Davis & Associates, LLC | 106.4K | $14.2M | — | New |
| Citadel | 119.4K | $12.8M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 109.5K | $11.7M | −$176K | Added$3.57M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 108.2K | $11.6M | −$245.6K | Added$202.4K |
| BFI Infinity Ltd. | 103.7K | $11.1M | — | New |
| Ethos Financial Group, LLC | 102.9K | $11M | −$242.7K | Cut−$321.8K |
| RPg Family Wealth Advisory, LLC | 99.7K | $10.7M | −$69.3K | Added$7.47M |
| GREAT VALLEY ADVISOR GROUP, INC. | 90.4K | $9.7M | −$189.5K | Added$902.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 83K | $8.91M | −$196K | Cut−$4.23M |
| HighTower Advisors, LLC | 79.9K | $8.58M | −$161.3K | Added$1.04M |
| Millington Financial Advisors, LLC | 64.1K | $8.45M | $1.03M | Added$894.8K |
| Equitable Holdings, Inc. | 75.4K | $8.27M | −$0 | Added$923.7K |
| New England Private Wealth Advisors LLC | 71.5K | $7.67M | −$164.1K | Added$38.6K |
| Rockefeller Capital Management L.P. | 63K | $6.76M | −$148.7K | Cut−$1.15M |
| FLAGSHIP HARBOR ADVISORS, LLC | 60.9K | $6.54M | −$134.9K | Added$275K |
| Paller Financial Services Inc | 59.2K | $6.35M | −$139.7K | Cut−$296.8K |
| Estate Planners Group, LLC | 58.1K | $6.24M | −$133.5K | Added$35K |
| VVR Holdings LLC | 54.3K | $5.82M | −$118.4K | Added$319.5K |
| Nvest Financial, LLC | 53.9K | $5.79M | −$122K | Added$112.3K |
| MML INVESTORS SERVICES, LLC | 50.6K | $5.43M | −$110.4K | Added$300.8K |
| NTV Asset Management LLC | 46.4K | $4.98M | −$109.4K | Cut−$122.1K |
| Private Advisor Group, LLC | 43.9K | $4.71M | −$103.5K | Cut−$126.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 35.3K | $3.79M | −$81K | Added$22.2K |
| NEUBERGER BERMAN GROUP LLC | 35.3K | $3.79M | −$79K | Added$115.8K |
| 1 NORTH WEALTH SERVICES LLC | 35.2K | $3.78M | −$81.2K | Added$6.4K |
| Waverly Advisors, LLC | 34.4K | $3.69M | −$19.1K | Added$2.8M |
| NOVEM GROUP | 34.3K | $3.68M | −$61.9K | Added$800.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33.8K | $3.62M | −$7.8K | Added$3.26M |
| Procyon Advisors, LLC | 33.7K | $3.62M | −$29.1K | Added$2.26M |
| Baird Financial Group, Inc. | 33.5K | $3.59M | −$7.67K | Added$3.24M |
| Inscription Capital, LLC | 31.9K | $3.42M | −$70.1K | Added$165.8K |
| Sage Capital Management, LLC | 31.9K | $3.42M | −$75.3K | Cut−$71.3K |
| BIP Wealth, LLC | 31.1K | $3.34M | −$73.5K | Cut−$85.7K |
| Wealthcare Advisory Partners LLC | 31.1K | $3.33M | −$71.3K | Added$19.8K |
| Mattson Financial Services, LLC | 30.3K | $3.26M | −$71.6K | Cut−$83.2K |
| Western Wealth Management, LLC | 30.1K | $3.23M | −$56.5K | Added$607.5K |
| Kingsview Wealth Management, LLC | 28.1K | $3.02M | −$28.4K | Added$1.7M |
| &PARTNERS | 28.1K | $3.01M | −$36.7K | Added$1.49M |
| Kestra Advisory Services, LLC | 28K | $3M | −$51K | Added$631.8K |
| Mariner, LLC | 27.9K | $2.99M | −$53.7K | Added$511.4K |
| Focus Partners Wealth | 27.4K | $2.94M | −$38.8K | Added$1.22M |
| Summit Financial, LLC | 25.9K | $2.78M | −$50K | Added$458.7K |
| Nova Wealth Management, Inc. | 25.7K | $2.76M | −$54.4K | Added$229.3K |
| Paragon Private Wealth Management, LLC | 24.4K | $2.62M | −$55.6K | Added$30.3K |
| PRINCIPAL SECURITIES, INC. | 24.3K | $2.61M | −$57.4K | Cut−$181.1K |
| Great Diamond Partners, LLC | 24.2K | $2.59M | — | New |
| D. E. Shaw & Co., Inc. | 23.4K | $2.51M | −$55.1K | Cut−$955K |
| Creative Planning | 22.8K | $2.45M | −$42.2K | Added$485.3K |
| OLD MISSION CAPITAL LLC | 22.5K | $2.41M | — | New |
| Buska Wealth Management, LLC | 22.3K | $2.39M | −$26K | Added$1.18M |
| Financial Freedom, LLC | 22.2K | $2.38M | −$50.5K | Added$41.2K |
| Integrated Wealth Concepts LLC | 22.2K | $2.38M | −$10.7K | Added$1.88M |
| StoneX Group Inc. | 22K | $2.36M | −$51.8K | Cut−$528.4K |
| MORGAN STANLEY | 21.4K | $2.3M | −$40.8K | Added$403.1K |
| Sonoma Allocations LLC | 19.4K | $2.14M | −$84.4K | Added$676.7K |
| World Investment Advisors | 19.6K | $2.1M | −$46.4K | Cut−$162.5K |
| CATHY PARETO & ASSOCIATES, INC | 18.9K | $2.03M | −$44.3K | Cut−$3.98K |
| Bravera Wealth | 18.8K | $2.01M | −$41.2K | Added$102.3K |
| SOUTHERN CAPITAL SERVICES INC /ADV | 18.7K | $2.01M | −$43.7K | Cut−$23K |
| Geneos Wealth Management Inc. | 18.2K | $1.96M | −$43K | Cut−$363.8K |
| JANE STREET GROUP, LLC | 18.2K | $1.95M | — | New |
| Concurrent Investment Advisors, LLC | 17.8K | $1.91M | −$42.1K | Cut−$41.7K |
| NWF Advisory Services Inc. | 17.3K | $1.86M | — | New |
| Csenge Advisory Group | 16.9K | $1.82M | −$33.3K | Added$270.5K |
| Quadrature Capital Ltd | 16.8K | $1.81M | −$39.7K | Cut−$8.57M |
| SHP Wealth Management | 16.7K | $1.79M | −$31.7K | Added$318.1K |
| Fortis Group Advisors, LLC | 13.3K | $1.78M | $238.9K | Added$249.4K |
| Everest Financial Group LLC | 16.3K | $1.75M | — | New |
| Integras Partners LLC | 15.9K | $1.7M | −$37.4K | Cut−$91.8K |
| CAPTRUST FINANCIAL ADVISORS | 15.3K | $1.64M | −$32K | Added$148.1K |
| Yarbrough Capital, LLC | 15.1K | $1.62M | −$35.6K | Cut−$35.6K |
| HighPoint Advisor Group LLC | 13.9K | $1.49M | −$29.1K | Added$134.2K |
| VestGen Advisors, LLC | 10.3K | $1.49M | $346.2K | Added$379.4K |
| Qube Research & Technologies Ltd | 13.3K | $1.42M | — | New |
| TRUIST FINANCIAL CORP | 12.9K | $1.39M | −$13.2K | Added$773.3K |
| ATTICUS WEALTH MANAGEMENT, LLC | 12.7K | $1.37M | −$17.9K | Added$534.1K |
| Bramshill Investments, LLC | 12.5K | $1.34M | −$13K | Added$738.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.2K | $1.34M | −$73.8K | Added$117K |
| KRAEMATON INVESTMENT ADVISORS, INC | 12.3K | $1.32M | −$28.9K | Cut−$27.3K |
| Stegent Equity Advisors, Inc. | 12K | $1.29M | −$25.4K | Added$103.5K |
| Accurate Wealth Management, LLC | 11K | $1.28M | $1.24K | Added$315.4K |
| UBS Group AG | 11.7K | $1.25M | −$27.5K | Cut−$3.06M |
| SEAVIEW INVESTMENT MANAGERS LLC | 11.6K | $1.24M | −$25.4K | Added$65.2K |
| GWN SECURITIES INC. | 11.5K | $1.23M | −$26.5K | Cut−$182 |
| Rooted Wealth Advisors, Inc. | 9.56K | $1.23M | $158.3K | Added$114.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11.4K | $1.23M | −$24.7K | Added$76.7K |
| Ellis Investment Partners, LLC | 11.1K | $1.19M | −$26.2K | Cut−$20.9K |
| TUDOR INVESTMENT CORP ET AL | 11K | $1.18M | — | New |
| MONEY CONCEPTS CAPITAL CORP | 11K | $1.18M | −$26K | Cut−$50.3K |
| National Wealth Management Group, LLC | 11K | $1.18M | −$25.9K | Cut−$201.3K |
| CWM, LLC | 10.9K | $1.17M | $725K | Added$1.17M |
| Arkadios Wealth Advisors | 10.9K | $1.17M | −$24.4K | Added$33.7K |
| Tradition Wealth Management, LLC | 10.9K | $1.17M | −$19.4K | Added$267.1K |
| AlTi Global, Inc. | 10.5K | $1.12M | −$23.6K | Added$25.1K |
| Insight Advisors, LLC/ PA | 10.3K | $1.11M | −$24.2K | Added$2.67K |
| Lido Advisors, LLC | 10.3K | $1.1M | $14.7K | Cut−$612.9K |
| Compound Planning, Inc. | 10.2K | $1.1M | −$21.5K | Added$100.8K |
| Prospera Financial Services Inc | 10.2K | $1.1M | −$19.4K | Added$195.3K |
| Stonebridge Financial Planning Group, LLC | 10.2K | $1.09M | −$21.2K | Added$107.6K |
| Kaizen Financial Strategies | 8.67K | $1.08M | $130.5K | Added$161.8K |
| INTEGRITY ALLIANCE, LLC. | 10.1K | $1.08M | −$20.2K | Added$140.9K |
| CreativeOne Wealth, LLC | 10.1K | $1.08M | −$19.6K | Added$165.6K |
| CoreCap Advisors, LLC | 9.87K | $1.06M | −$1.86K | Added$972.4K |
| Mutual Advisors, LLC | 9.81K | $1.05M | −$23.2K | Cut−$188.4K |
| U.S. Capital Wealth Advisors, LLC | 9.66K | $1.04M | −$21.7K | Added$29.2K |
| James J. Burns & Company, LLC | 9.61K | $1.03M | −$20.8K | Added$64.8K |
| Pathway Financial Advisers, LLC | 9.29K | $997.1K | −$16.6K | Added$227.3K |
| Strategic Financial Concepts, LLC | 9.24K | $991.1K | — | New |
| GOLDMAN SACHS GROUP INC | 9.16K | $982.7K | −$17.9K | Added$150.6K |
| Fosun International Ltd | 9.12K | $978.1K | — | New |
| Apollon Wealth Management, LLC | 9.1K | $976.2K | −$11.3K | Added$452.8K |
| Belpointe Asset Management LLC | 9.09K | $975.6K | −$21.5K | Cut−$30.8K |
| NATIONAL BANK OF CANADA /FI/ | 9.02K | $969.5K | −$16.4K | Added$133.1K |
| Brookstone Capital Management | 9.02K | $967.5K | −$15.4K | Added$254.5K |
| Vision Retirement, LLC | 8.98K | $964K | −$10.7K | Added$465.7K |
| Certified Advisory Corp | 8.85K | $949.3K | −$19.3K | Added$53.6K |
| Atlas Private Wealth Advisors | 8.8K | $944.5K | −$19.1K | Added$56K |
| WJ Wealth Management, LLC | 8.73K | $937.3K | −$20.6K | Cut−$18.3K |
| J.W. COLE ADVISORS, INC. | 8.37K | $897.9K | −$1.65K | Added$49.6K |
| Copia Wealth Management | 8.26K | $886.5K | −$4.55K | Added$674.9K |
| Archford Capital Strategies, LLC | 8.02K | $860.4K | −$13.4K | Added$240K |
| McGuire Investment Group, LLC | 8.01K | $859.8K | −$17.9K | Added$29.7K |
| SMITH, MOORE & CO. | 7.99K | $857.6K | −$14.8K | Added$172K |
| Integrated Advisors Network LLC | 7.99K | $857.3K | −$18.8K | Cut−$296.5K |
| Sigma Planning Corp | 7.96K | $854K | −$18.8K | Cut−$182.7K |
| Fiduciary Alliance LLC | 6.8K | $839.4K | $37.7K | Added$538.3K |
| Provenance Wealth Advisors, LLC | 7.76K | $832.4K | −$15.7K | Added$100.8K |
| PFG Advisors | 7.74K | $830.9K | −$16.4K | Added$69.3K |
| Farther Finance Advisors, LLC | 7.53K | $823.1K | −$2.65K | Added$38.8K |
| Signet Private Wealth LLC | 7.57K | $812.4K | −$10.6K | Added$321K |
| Stratos Wealth Partners, LTD. | 7.53K | $807.6K | −$17.8K | Cut−$65.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 7.47K | $801.5K | −$17.7K | Cut−$1.99M |
| Independent Advisor Alliance | 7.45K | $799K | — | New |
| Beacon Pointe Advisors, LLC | 7.32K | $785.4K | −$12.8K | Added$189.9K |
| LaSalle St. Investment Advisors, LLC | 7.15K | $766.8K | $403.8K | Added$766.4K |
| Orion Porfolio Solutions, LLC | 7.02K | $753.7K | −$16.6K | Cut−$7.29M |
| Advyzon Investment Management, LLC | 6.97K | $747.5K | — | New |
| Quantum Portfolio Management LLC | 6.92K | $742.5K | −$16.3K | Cut−$14.9K |
| HARBOUR INVESTMENTS, INC. | 6.83K | $732.8K | −$12.2K | Added$165.2K |
| LEIGH BALDWIN & CO., LLC | 6.79K | $729K | −$15.5K | Cut−$10K |
| Cerity Partners LLC | 6.75K | $724K | −$15.9K | Cut−$171.7K |
| Brookwood Investment Group LLC | 6.64K | $712.3K | −$9.74K | Added$259.7K |
| Comprehensive Financial Planning, Inc./PA | 6.46K | $693.6K | −$12.7K | Added$101.5K |
| Merit Financial Group, LLC | 6.14K | $658.5K | −$11.7K | Added$117K |
| Capital Investment Advisory Services, LLC | 6.13K | $657.3K | −$14.3K | Cut−$8.86K |
| Focus Partners Advisor Solutions, LLC | 5.97K | $640.6K | −$8.01K | Added$269.7K |
| High Point Wealth Management, LLC | 5.94K | $637.6K | −$12.4K | Added$62.3K |
| OPPENHEIMER & CO INC | 5.94K | $637.5K | −$12.3K | Added$64.1K |
| Sowell Financial Services LLC | 5.92K | $634.9K | −$14K | Cut−$69.3K |
| Columbus Macro, LLC | 5.92K | $634.8K | −$12.1K | Added$69.4K |
| Fidelity | 5.9K | $632.7K | −$11.2K | Added$114.3K |
| Rollins Financial Advisors, LLC | 5.88K | $631.1K | −$9.98K | Added$166.1K |
| SCOTIA CAPITAL INC. | 5.88K | $630.6K | −$13.9K | Cut−$1.18M |
| AE Wealth Management LLC | 5.78K | $620.3K | −$991 | Added$576.1K |
| GTS SECURITIES LLC | 5.69K | $610.4K | −$13.4K | Cut−$36.9K |
| RITHOLTZ WEALTH MANAGEMENT | 5.64K | $605.6K | — | New |
| Boyer Financial Services, Inc. | 5.56K | $596.8K | −$26.3K | Added$15.8K |
| SIMPLEX TRADING, LLC | 5.52K | $592.4K | −$11K | Added$82.9K |
| SILVER OAK SECURITIES, INCORPORATED | 5.47K | $586.8K | −$16.8K | Added$39.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 5.42K | $581.6K | −$12.6K | Cut−$5K |
| Advisory Services Network, LLC | 5.39K | $578.9K | −$12.7K | Cut−$10.2K |
| PACIFIC SUN FINANCIAL CORP | 5.39K | $578.1K | −$6.78K | Added$263.2K |
| Sovran Advisors, LLC | 4.28K | $573.8K | $61.1K | Added$119.1K |
| Three Magnolias Financial Advisors, LLC | 5.28K | $566.7K | −$10.2K | Added$90.8K |
| KFG WEALTH MANAGEMENT, LLC | 5.28K | $566.3K | −$5.39K | Added$316.6K |
| Keating Financial Advisory Services, Inc. | 5.08K | $544.8K | −$12K | Cut−$1.75M |
| Lebenthal Global Advisors, LLC | 5.04K | $540.8K | −$10.3K | Added$63.7K |
| Carter Financial Group, INC. | 4.97K | $533.8K | −$11.2K | Added$12.4K |
| Intrepid Financial Planning Group LLC | 4.97K | $533K | −$5.28K | Added$287.8K |
| Nadler Financial Group, Inc. | 4.82K | $517.2K | −$8.94K | Added$102.1K |
| MCF Advisors LLC | 4.71K | $505.6K | −$11.1K | Cut−$11.1K |
| Snowden Capital Advisors LLC | 4.58K | $491.1K | −$10.9K | Cut−$40.6K |
| Texas Capital Bank Wealth Management Services Inc | 4.55K | $488.5K | −$10.7K | Cut−$10.7K |
| Index Technologies Group LLC | 4.51K | $483.5K | −$10.6K | Cut−$12.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3.72K | $482.8K | — | New |
| Jefferies Financial Group Inc. | 4.29K | $460.4K | −$7.6K | Added$107.2K |
| Icahn Capital | 4.29K | $460.2K | −$5.24K | Added$216.8K |
| Acorn Wealth Advisors, LLC | 4.29K | $460.1K | −$10.1K | Cut−$14.5K |
| RM Financial Services, LLC | 4.27K | $457.8K | −$9.93K | Cut−$3.49K |
| David J Yvars Group | 4.23K | $453.4K | −$8.82K | Added$43.4K |
| Bauman Advisory Group, LLC | 4.21K | $451.3K | −$9.4K | Added$15.2K |
| Beacon Financial Advisory LLC | 4.19K | $450K | −$8.91K | Added$33.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.17K | $446.9K | −$9.65K | Added$650 |
| CALTON & ASSOCIATES, INC. | 4.15K | $445K | −$6.83K | Added$125.9K |
| Elevate Capital Advisors, LLC | 4.12K | $442.3K | — | New |
| Ignite Planners, LLC | 4.11K | $441.3K | −$35.4K | Cut−$35.3K |
| FIDUCIARY FAMILY OFFICE, LLC | 4.1K | $439.9K | −$9.68K | Cut−$9.68K |
| D.A. DAVIDSON & CO. | 4.09K | $439.4K | −$9.66K | Cut−$89.9K |
| Ameritas Advisory Services, LLC | 4.08K | $437.6K | −$8.72K | Added$30.6K |
| Financial Engines Advisors L.L.C. | 4.07K | $436.5K | −$9.05K | Added$15.3K |
| GERBER, LLC | 4.05K | $434.7K | −$9.03K | Added$14.3K |
| Matisse Capital | 4.04K | $433.7K | −$9.53K | Cut−$22.1K |
| Cresset Asset Management, LLC | 3.98K | $427.3K | −$9.16K | Added$1.68K |
| Dynamic Advisor Solutions LLC | 3.94K | $422.9K | −$9.15K | Added$1.04K |
| Sequent Planning LLC | 3.91K | $419.4K | −$8.78K | Added$11.4K |
| CIBC WORLD MARKET INC. | 3.81K | $408.8K | −$8.99K | Cut−$78K |
| Intrua Financial, LLC | 3.8K | $407.5K | −$5.37K | Added$156.7K |
| BANK OF MONTREAL /CAN/ | 3.75K | $402.9K | −$8.86K | Cut−$45.3K |
| Sanchez Gaunt Capital Management, LLC | 3.74K | $401.3K | — | Held |
| RFG Advisory, LLC | 3.74K | $401.2K | −$8.78K | Cut−$172.1K |
| Cornerstone Wealth Management, LLC | 3.71K | $397.8K | −$5.28K | Added$150.5K |
| Centerpoint Advisory Group | 3.65K | $392.2K | −$7.55K | Added$41.3K |
| Brady Martz Wealth Solutions, LLC | 3.65K | $392.2K | — | New |
| PCG Wealth Advisors, LLC | 3.62K | $388.4K | −$6.43K | Added$90.4K |
| HB Wealth Management, LLC | 3.6K | $386.2K | — | New |
| Bridgewealth Advisory Group, LLC | 3.58K | $384.6K | −$8.43K | Cut−$7.03K |
| PNC Financial Services Group, Inc. | 3.55K | $381.1K | −$7.5K | Added$32.2K |
| UNITED BANK | 3.55K | $380.5K | −$8.37K | Cut−$103.4K |
| Compagnie Lombard Odier SCmA | 3.42K | $367.4K | −$7.93K | Cut−$1.06K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.38K | $362.4K | −$7.4K | Added$19.3K |
| Biltmore Family Office, LLC | 3.33K | $357.8K | — | New |
| Prairie Wealth Advisors, Inc. | 0 | $355.5K | — | Added$46.8K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.29K | $353.2K | −$7.42K | Added$9.11K |
| GROUP ONE TRADING LLC | 3.23K | $346.3K | −$5.86K | Added$74.1K |
| Silverleafe Capital Partners, LLC | 3.23K | $346K | −$7.48K | Added$1.64K |
| Paladin Wealth, LLC | 3.17K | $340.6K | −$5.85K | Added$68.5K |
| Federation des caisses Desjardins du Quebec | 3.16K | $338.8K | −$4.34K | Added$141.3K |
| Marshall & Sterling Wealth Advisors Inc. | 3.13K | $335.5K | −$3.28K | Added$184.3K |
| APS Management Group, Inc. | 3.11K | $333.8K | — | New |
| Sanctuary Advisors, LLC | 3.08K | $330.5K | — | New |
| TCI Wealth Advisors, Inc. | 3.02K | $324K | −$7.11K | Cut−$6.14K |
| Chicago Partners Investment Group LLC | 2.48K | $323.7K | $25.2K | Added$66K |
| Pacific Park Financial, Inc. | 3.01K | $322.8K | −$7.1K | Cut−$130.6K |
| Resurgent Financial Advisors LLC | 2.96K | $317.4K | −$6.8K | Added$1.35K |
| Clark Capital Management Group, Inc. | 2.96K | $317.4K | −$6.98K | Cut−$6.98K |
| Focus Financial Network, Inc. | 2.9K | $311.5K | — | New |
| Key Client Fiduciary Advisors, LLC | 2.88K | $308.8K | −$5.61K | Added$50.3K |
| Discipline Wealth Solutions, LLC | 2.87K | $308.3K | −$6.61K | Cut−$1.25K |
| Sequoia Financial Advisors, LLC | 2.87K | $307.4K | −$6.27K | Added$14.6K |
| Beaumont Financial Advisors, LLC | 2.85K | $305.3K | −$6.69K | Cut−$6.69K |
| Hilltop Holdings Inc. | 2.84K | $304.4K | −$6.7K | Cut−$36.5K |
| Blue Zone Wealth Advisors, LLC | 2.69K | $288.9K | −$6.35K | Cut−$6.35K |
| Savvy Advisors, Inc. | 2.69K | $288.4K | — | New |
| INSIGNEO ADVISORY SERVICES, LLC | 2.65K | $284.9K | −$4.93K | Added$58.8K |
| Corient Private Wealth LLC | 2.9K | $283.5K | −$29.9K | Added$9.52K |
Who left
- Beacon Harbor Wealth Advisors, Inc.$12.8M
- Cooper Capital Advisors LLC$7.81M
- Mirae Asset Global Investments Co., Ltd.$3.93M
- NewEdge Advisors, LLC$2.92M
- Ocean Park Asset Management, LLC$2.47M
- Clarus Wealth Advisors$1.69M
- URS Advisory LLC$1.58M
- BAROMETER CAPITAL MANAGEMENT INC.$1.27M
- MERCER GLOBAL ADVISORS INC /ADV$948.6K
- Ferguson Shapiro LLC$775.6K
- Perissos Private Wealth Management, LLC$682.9K
- B. Riley Wealth Advisors, Inc.$625.6K
- Plan Group Financial, LLC$597.3K
- RIA Advisory Group LLC$483.8K
- Regal Investment Advisors LLC$468.6K
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.