Stock
Reported value
$2.77B
Holders
480
+54 new · −33 exited
Holders’ est. mark
$198.8M
Price effect on 232 books still in the name
Largest holder
$294.1M
Metis Global Partners, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $6.59M
- Icahn Capital0.0% · $13.6M
- Citadel0.0% · $7.59M
- Fidelity0.0% · $458K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Metis Global Partners, LLC | 6.59M | $294.1M | $21.8M | Added$41.4M |
| JPMORGAN CHASE & CO | 6.35M | $273.2M | $8.39M | Added$93.8M |
| BANK OF AMERICA CORP /DE/ | 3.41M | $152.4M | $12.1M | Cut−$4.52M |
| WELLS FARGO & COMPANY/MN | 3.09M | $137.8M | $10.7M | Added$13.4M |
| LPL Financial LLC | 2.27M | $101.4M | $7.29M | Added$16.8M |
| MORGAN STANLEY | 2.26M | $100.8M | $7.99M | Added$5.47M |
| UBS Group AG | 1.68M | $75M | $5.95M | Added$3.61M |
| HighTower Advisors, LLC | 1.53M | $68.5M | $5.43M | Cut−$6.85M |
| Ethos Financial Group, LLC | 1.02M | $45.7M | $3.52M | Added$4.73M |
| Almanack Investment Partners, LLC. | 997.1K | $44.5M | $3.53M | Added$3.2M |
| Waverly Advisors, LLC | 953.7K | $42.6M | $95.5K | Added$41.4M |
| Mirae Asset Global Investments Co., Ltd. | 754.5K | $33.7M | $2.2M | Added$8.13M |
| ENVESTNET ASSET MANAGEMENT INC | 708.7K | $31.6M | $2.51M | Cut−$9.76M |
| Kestra Advisory Services, LLC | 692.7K | $30.9M | $1.91M | Added$8.71M |
| ROYAL BANK OF CANADA | 663.5K | $29.6M | $2.22M | Added$3.8M |
| Global View Capital Management LLC | 659.6K | $29.4M | $302.4K | Added$25.9M |
| Jain Global LLC | 644.2K | $28.7M | $2.28M | Added$2.28M |
| Quadrature Capital Ltd | 620.3K | $27.7M | $26.1K | Added$27.4M |
| GUARDIAN POINT CAPITAL, LP | 600K | $26.8M | $2.12M | Cut−$26.6M |
| Baird Financial Group, Inc. | 582.2K | $26M | $1.53M | Added$8.26M |
| London & Capital Asset Management Ltd | 574.7K | $25.6M | $2.03M | Added$313.9K |
| Cetera Investment Advisers | 556.7K | $24.8M | $1.97M | Added$998.6K |
| MAI Capital Management | 541.7K | $24.2M | $1.92M | Added$1.59M |
| RAYMOND JAMES FINANCIAL INC | 525.2K | $23.4M | $1.86M | Cut−$872.4K |
| Encompass More Asset Management | 506.9K | $22.6M | $1.31M | Added$7.36M |
| BFSG, LLC | 499.4K | $22.3M | $1.76M | Added$1.85M |
| Towneley Capital Management, Inc / DE | 497.8K | $22.2M | $1.76M | Cut−$1.81M |
| Ameliora Wealth Management Ltd. | 471K | $21M | $1.67M | Cut−$3.14M |
| Allen Capital Group, LLC | 463.2K | $20.7M | $1.64M | Added$1.6M |
| CWM, LLC | 445.7K | $19.9M | $18.2M | Added$19.9M |
| WT Wealth Management | 426.6K | $19M | $1.51M | Added$450K |
| Blue Trust, Inc. | 398.9K | $17.8M | $1.41M | Added$815K |
| Stonebridge Financial Group, LLC | 390.7K | $17.4M | $1.38M | Cut−$221.4K |
| MML INVESTORS SERVICES, LLC | 371.5K | $16.6M | $1.32M | Cut−$2.32M |
| Merit Financial Group, LLC | 361.6K | $16.1M | $1.28M | Added$690.4K |
| Focus Financial Network, Inc. | 358.4K | $16M | $1.27M | Added$1.28M |
| Savvy Advisors, Inc. | 348.8K | $15.6M | $1.23M | Cut−$3.34M |
| Choate Investment Advisors | 337.6K | $15.1M | $1.2M | Added$836.3K |
| Newman Dignan & Sheerar, Inc. | 330.8K | $14.8M | $1.17M | Cut−$843.8K |
| MRWM Advisors, LLC | 328.3K | $14.6M | $1.16M | Added$667.2K |
| Mountain Lake Investment Management LLC | 324.9K | $14.5M | $1.15M | Cut−$402.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 321.6K | $14.3M | $239.6K | Added$11.6M |
| 180 WEALTH ADVISORS, LLC | 316.4K | $14.1M | $1.07M | Added$1.71M |
| E Fund Management Co., Ltd. | 306.9K | $13.7M | — | Held |
| Norris Financial Group, LLC | 306.4K | $13.7M | $1.08M | Added$1.08M |
| Icahn Capital | 304.6K | $13.6M | $1.04M | Added$1.52M |
| FULCRUM WEALTH ADVISORS, LLC | 300.9K | $13.4M | $999.6K | Added$1.82M |
| Inspire Advisors, LLC | 300.5K | $13.4M | $958.1K | Added$2.29M |
| COMMONWEALTH EQUITY SERVICES, LLC | 282.6K | $12.6M | $1M | Cut−$7.78M |
| OSAIC HOLDINGS, INC. | 281.9K | $12.6M | $998.1K | Added$393.7K |
| China Universal Asset Management Co., Ltd. | 276.5K | $12.3M | $720.4K | Added$3.98M |
| US BANCORP \DE\ | 266.9K | $11.9M | $944.9K | Added$878.2K |
| Timber Creek Capital Management LLC | 262.7K | $11.7M | $820.3K | Added$2.2M |
| Capital Management Associates, Inc | 262.5K | $11.7M | $929.4K | Added$37.1K |
| Cypress Capital, LLC | 260.3K | $11.6M | $921.6K | Cut−$1.49M |
| FRANKLIN RESOURCES INC | 258.9K | $11.6M | $914.2K | Added$942K |
| Fiduciary Alliance LLC | 251.1K | $11.5M | $1.15M | Added$884.6K |
| AMERIPRISE FINANCIAL INC | 251.6K | $11.3M | $944.7K | Cut−$3.31M |
| Kensington Asset Management, LLC | 247.1K | $11M | $803K | Cut−$476.9K |
| Avestar Capital, LLC | 237.2K | $10.6M | $806.6K | Added$1.22M |
| Mariner, LLC | 226.1K | $10.1M | $800.4K | Cut−$1.31M |
| Empirical Asset Management, LLC | 211.6K | $9.44M | $729.1K | Added$980K |
| Rockefeller Capital Management L.P. | 201K | $8.97M | $627.4K | Added$1.69M |
| JONES FINANCIAL COMPANIES LLLP | 202.7K | $8.72M | $346.3K | Added$1.31M |
| HARBOUR INVESTMENTS, INC. | 186.2K | $8.3M | $467.7K | Added$2.84M |
| Evelyn Partners Asset Management Ltd | 181.8K | $8.11M | $643.5K | Cut−$200.1K |
| GOLDMAN SACHS GROUP INC | 170.3K | $7.6M | $55.8K | Added$6.95M |
| Citadel | 170.2K | $7.59M | $602.4K | Cut−$1.9M |
| TUDOR INVESTMENT CORP ET AL | 165.5K | $7.38M | $585.9K | Cut−$8.72M |
| CHOREO, LLC | 154.5K | $6.89M | $470.4K | Added$904.3K |
| CAPTRUST FINANCIAL ADVISORS | 153.3K | $6.84M | $528.8K | Added$702.8K |
| MONECO ADVISORS, LLC | 151.1K | $6.74M | $534.8K | Added$464.1K |
| Stonehage Fleming Financial Services Holdings Ltd | 148.6K | $6.63M | — | New |
| Renaissance Technologies | 147.8K | $6.59M | $175.2K | Added$4.56M |
| BCM ADVISORS, LLC | 152.1K | $6.54M | −$676.8K | Cut−$1.59M |
| Avos Capital Management, LLC | 146.4K | $6.53M | $518.1K | Cut−$1.21M |
| Ervin Investment Management, LLC | 144.4K | $6.44M | $511.2K | Added$410.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 140K | $6.25M | $455.2K | Added$965K |
| STIFEL FINANCIAL CORP | 136.8K | $6.1M | $484.3K | Added$33.1K |
| LaSalle St. Investment Advisors, LLC | 132.3K | $5.9M | — | New |
| Terra Nova Asset Management LLC | 130.8K | $5.84M | $463.2K | Added$341K |
| Focus Partners Wealth | 130.7K | $5.83M | $459.2K | Added$547K |
| Luminist Capital LLC | 127.4K | $5.69M | $451.8K | Added$219.8K |
| Bison Wealth, LLC | 125.9K | $5.62M | $139.6K | Added$2.26M |
| Wealth Watch Advisors, INC | 123.1K | $5.49M | $351.1K | Added$1.42M |
| Clear Retirement Advice LLC | 121.7K | $5.43M | −$293.1K | Cut−$202.8K |
| Proficio Capital Partners LLC | 120.4K | $5.37M | $426.3K | Added$426.3K |
| SYON CAPITAL LLC | 115.1K | $5.14M | $407.6K | Added$407.6K |
| Narwhal Capital Management | 113.2K | $5.05M | $400.9K | Added$286.8K |
| Pinnacle Financial Partners, Inc. | 107.9K | $4.82M | $382.1K | Added$382.1K |
| Arete Wealth Advisors, LLC | 105.1K | $4.69M | $4.68M | Added$4.68M |
| Arkadios Wealth Advisors | 104.1K | $4.65M | $368.7K | Added$355.1K |
| WCG Wealth Advisors LLC | 102.3K | $4.56M | $340.3K | Added$615K |
| Worth Asset Management, LLC | 102.2K | $4.56M | $361.6K | Added$54K |
| SEEDS INVESTOR LLC | 95.2K | $4.4M | — | New |
| Atlatl Advisers LLC | 95.7K | $4.27M | — | New |
| Kastel Capital Advisors, LLC | 103.3K | $4.25M | $0 | Held |
| Centurion Wealth Management LLC | 93.6K | $4.17M | $331.2K | Added$279.8K |
| Cresset Asset Management, LLC | 92.5K | $4.13M | $327.5K | Cut−$352.2K |
| Brookstone Capital Management | 91.1K | $4.07M | $322.5K | Added$302.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 90.5K | $4.03M | $152K | Cut−$1.25M |
| Eurizon Asset Management Hungary Ltd. | 85.8K | $3.83M | — | New |
| Compound Planning, Inc. | 85.4K | $3.81M | $301.1K | Added$317.1K |
| Pekin Hardy Strauss, Inc. | 85K | $3.79M | $300.8K | Added$295.8K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 82.6K | $3.68M | $29.7K | Added$3.34M |
| Global Assets Advisory, LLC | 81.7K | $3.65M | $289.3K | Added$245.1K |
| Creative Planning | 81.2K | $3.62M | $279.5K | Added$378K |
| JANE STREET GROUP, LLC | 80.1K | $3.57M | $283.5K | Cut−$9.39M |
| Aspect Partners, LLC | 78.8K | $3.52M | $278.9K | Added$263.1K |
| MATAURO, LLC | 74.6K | $3.33M | $264.1K | Added$27.7K |
| FIDUCIARY FINANCIAL GROUP, LLC | 71K | $3.17M | $251.3K | Added$68.4K |
| BOS Asset Management, LLC | 70.7K | $3.15M | $250.2K | Added$233.8K |
| Sowell Financial Services LLC | 68.4K | $3.05M | $236.5K | Added$309K |
| Tidal Investments LLC | 62.9K | $2.81M | — | New |
| Private Advisor Group, LLC | 62.2K | $2.77M | $108.8K | Added$1.51M |
| Wealth Alliance Advisory Group, LLC | 62K | $2.77M | $219.5K | Added$219.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 58.7K | $2.62M | $207.8K | Added$198.3K |
| Mutual Advisors, LLC | 58.6K | $2.61M | $207.5K | Added$98.4K |
| Mirabaud & Cie SA | 58K | $2.59M | $205.5K | Added$205.5K |
| OneDigital Investment Advisors LLC | 57.3K | $2.56M | $202.9K | Cut−$1.3M |
| AMARA FINANCIAL, LLC. | 56.4K | $2.52M | $199.6K | Cut−$840.5K |
| Xcel Wealth Management, LLC | 55.8K | $2.49M | $196.6K | Added$210.2K |
| SHEETS SMITH WEALTH MANAGEMENT | 55.4K | $2.47M | $196.3K | Added$120.6K |
| IHT Wealth Management, LLC | 55.1K | $2.46M | $191.2K | Added$240.1K |
| Marble Harbor Investment Counsel, LLC | 54.4K | $2.43M | $192.4K | Added$182.1K |
| Legacy Wealth Asset Management, LLC | 54.3K | $2.42M | $192.1K | Added$48.4K |
| GARRISON BRADFORD & ASSOCIATES INC | 53.8K | $2.4M | — | New |
| Belpointe Asset Management LLC | 53.2K | $2.37M | $166.6K | Added$438.7K |
| Plan Group Financial, LLC | 51.6K | $2.3M | $182.7K | Added$141.6K |
| Evelyn Partners Investment Management Services Ltd | 50.9K | $2.27M | $180.2K | Cut−$275K |
| GeoWealth Management, LLC | 50.4K | $2.25M | $29.8K | Added$1.9M |
| Beacon Pointe Advisors, LLC | 50.3K | $2.25M | $149.7K | Added$509.3K |
| IFP Advisors, Inc | 49.3K | $2.2M | $170.4K | Added$222.8K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 48.1K | $2.15M | $170.5K | Added$170.5K |
| Resonant Capital Advisors, LLC | 47.7K | $2.13M | $168.7K | Cut−$51.1K |
| COMMERCE BANK | 47.1K | $2.1M | $166.7K | Added$166.7K |
| Pathstone Holdings, LLC | 46.9K | $2.09M | $165.9K | Added$165.9K |
| STEPHENS INC /AR/ | 46.5K | $2.08M | $25.1K | Added$1.78M |
| Cerity Partners LLC | 45.6K | $2.03M | $131.7K | Added$70.5K |
| Arta Finance Wealth Management LLC | 45.1K | $2.01M | $117.4K | Added$649.5K |
| PRINCIPAL SECURITIES, INC. | 44.9K | $2M | $158.9K | Added$140.7K |
| Wealthfront Advisers LLC | 44.6K | $1.99M | $123K | Added$562.9K |
| Anson Capital, Inc. | 43.8K | $1.95M | $154.9K | Cut−$40.7K |
| Hilltop Holdings Inc. | 42.7K | $1.91M | $151.2K | Added$144.4K |
| Cauble & Harre Wealth Management, Inc. | 41.7K | $1.87M | $147K | Added$297.7K |
| Stratos Wealth Partners, LTD. | 41.5K | $1.85M | $146.8K | Added$127.1K |
| MATHER GROUP, LLC. | 39.7K | $1.77M | $140.4K | Added$105K |
| Investment Partners Asset Management, Inc. | 39.5K | $1.76M | $139.7K | Cut−$217K |
| Vident Advisory, LLC | 38.9K | $1.74M | $137.7K | Added$136.1K |
| Alpine Bank Wealth Management | 38K | $1.7M | $99.1K | Added$545.3K |
| Equitable Holdings, Inc. | 40.6K | $1.67M | −$0 | Cut−$3.37M |
| FIFTH THIRD BANCORP | 36.9K | $1.65M | — | New |
| TRUST CO OF TOLEDO NA /OH/ | 36.6K | $1.63M | $87.3K | Added$620.2K |
| CIBC Bancorp USA Inc. | 36.2K | $1.62M | — | Held |
| BOOTHBAY FUND MANAGEMENT, LLC | 35.9K | $1.6M | $103.4K | Added$402.3K |
| HARBOUR INVESTMENT MANAGEMENT LLC | 34.5K | $1.54M | $122.3K | Added$122.3K |
| Premier Private Wealth Management LLC | 33.8K | $1.51M | $7.83K | Added$267.9K |
| WorthPointe, LLC | 32.7K | $1.46M | $115.7K | Cut−$578.3K |
| Paragon Private Wealth Management, LLC | 32K | $1.43M | $113.1K | Added$106.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 31.8K | $1.42M | $106.3K | Added$186.6K |
| Decker Retirement Planning Inc. | 31.7K | $1.42M | $72.9K | Added$569.6K |
| SILVER OAK SECURITIES, INCORPORATED | 31.5K | $1.41M | $102.5K | Cut−$372.6K |
| Cooper Financial Group | 31.5K | $1.41M | — | New |
| HB Wealth Management, LLC | 31.3K | $1.4M | $110.8K | Added$110.8K |
| World Investment Advisors | 31.2K | $1.39M | $110.3K | Added$75.5K |
| White Lighthouse Investment Management Inc. | 30.9K | $1.38M | $109.3K | Cut−$43.8K |
| SCS Capital Management LLC | 30.5K | $1.36M | $62.2K | Added$639.8K |
| WHITTIER TRUST CO | 30.3K | $1.34M | $46.1K | Added$46.1K |
| Elevate Capital Advisors, LLC | 29.2K | $1.31M | $103.5K | Cut−$735.2K |
| Balboa Wealth Partners | 29.2K | $1.3M | $99.6K | Added$147.3K |
| CoreCap Advisors, LLC | 29K | $1.29M | $102.7K | Cut−$356.1K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 28.2K | $1.26M | $93.1K | Added$177.3K |
| D.A. DAVIDSON & CO. | 28.1K | $1.25M | $58.9K | Added$570.3K |
| Allworth Financial LP | 27.8K | $1.24M | $51.4K | Added$642.1K |
| Blue Capital, Inc. | 27.6K | $1.23M | $97.8K | Added$97.2K |
| Financial & Tax Architects, LLC | 27.5K | $1.23M | $97.5K | Cut−$389.3K |
| BlackRock, Inc. | 27K | $1.2M | $95.5K | Added$81.5K |
| Osbon Capital Management LLC | 26.7K | $1.19M | $94.4K | Added$94.4K |
| Sequoia Financial Advisors, LLC | 26.3K | $1.17M | $93.1K | Added$48.5K |
| SCOTIA CAPITAL INC. | 26.3K | $1.17M | $91.3K | Added$112.8K |
| Fielder Capital Group LLC | 26K | $1.16M | $92.2K | Cut−$74.8K |
| EverSource Wealth Advisors, LLC | 25.8K | $1.15M | $91.4K | Added$75.8K |
| Resurgent Financial Advisors LLC | 25.7K | $1.15M | $91.1K | Added$77.5K |
| Bay Capital Advisors, LLC | 25.6K | $1.14M | $90.7K | Added$72.2K |
| ROMAN BUTLER FULLERTON & CO | 25.2K | $1.14M | −$32.9K | Cut−$42.3K |
| EPG Wealth Management LLC | 25.2K | $1.12M | $89.2K | Added$89.2K |
| PFG Investments, LLC | 25.1K | $1.12M | $88.8K | Added$60K |
| STAPP WEALTH MANAGEMENT, PLLC | 25.1K | $1.12M | $88.7K | Cut−$105.3K |
| Leelyn Smith, LLC | 25K | $1.12M | $60.6K | Added$412.4K |
| Scarborough Advisors, LLC | 25K | $1.12M | $330 | Added$1.11M |
| Farther Finance Advisors, LLC | 24.5K | $1.11M | $36.4K | Added$767K |
| Chicago Capital, LLC | 24.7K | $1.1M | $87.6K | Added$87.6K |
| Western Wealth Management, LLC | 24.7K | $1.1M | $86.5K | Added$97.3K |
| Perigon Wealth Management, LLC | 24.5K | $1.09M | $86.6K | Added$86.6K |
| XML Financial, LLC | 24.4K | $1.09M | $77.5K | Added$189.1K |
| WOLFF WIESE MAGANA LLC | 24K | $1.07M | $85K | Added$85K |
| Headlands Technologies LLC | 24K | $1.07M | $85K | Cut−$1.05M |
| Corient Private Wealth LLC | 23.1K | $1.03M | $80.6K | Cut−$126.8K |
| IMC-Chicago, LLC | 22.7K | $1.01M | — | New |
| Atria Investments, Inc | 22.1K | $987.8K | $78.4K | Cut−$913.7K |
| OPPENHEIMER & CO INC | 21.9K | $975.2K | $77.4K | Added$77.4K |
| Tradition Wealth Management, LLC | 21.8K | $974.7K | $77.3K | Added$60.8K |
| Lifeworks Advisors, LLC | 21.2K | $946.1K | $75.1K | Cut−$1.45M |
| J.W. COLE ADVISORS, INC. | 20.9K | $932.9K | $110.2K | Added$108.9K |
| Safeguard Investment Advisory Group, LLC | 20.9K | $931.4K | $73.9K | Added$31.1K |
| Independent Advisor Alliance | 20.1K | $897.6K | — | New |
| Seven Post Investment Office LP | 20.1K | $896.5K | $54.8K | Added$260.3K |
| GROUP ONE TRADING LLC | 19.6K | $875.4K | $69.5K | Cut−$711.4K |
| Madden Advisory Services, Inc. | 19.6K | $874.9K | $69.4K | Added$32.8K |
| Pegasus Asset Management, Inc. | 19.6K | $874.7K | $52.9K | Added$261.1K |
| Sigma Planning Corp | 19.1K | $853.2K | $70.8K | Cut−$274.4K |
| PACIFIC FINANCIAL GROUP INC | 18.6K | $829.6K | $60.6K | Added$126.4K |
| American Money Management, LLC | 18.5K | $826K | $64.2K | Added$81.6K |
| Acorn Wealth Advisors, LLC | 18.4K | $821.1K | $63.4K | Added$85.5K |
| Nikulski Financial, Inc. | 17.6K | $787K | — | New |
| AE Wealth Management LLC | 17.6K | $784.8K | $60.5K | Added$82.8K |
| Penbrook Management LLC | 17.2K | $765.5K | $60.7K | Added$60.7K |
| COOPER/HAIMS ADVISORS, LLC | 17K | $758.6K | $34.2K | Added$361.4K |
| BROWN BROTHERS HARRIMAN & CO | 16.5K | $734.8K | $58.3K | Added$58.3K |
| Beaumont Financial Advisors, LLC | 16.2K | $721.7K | $57.3K | Added$57.3K |
| BROWN ADVISORY INC | 16.1K | $717.4K | $41K | Added$241.2K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 16K | $713.3K | $49.6K | Added$138.2K |
| CUTLER INVESTMENT COUNSEL LLC | 15.6K | $697.7K | $55.4K | Added$16.3K |
| GM Advisory Group, LLC | 15.5K | $691.1K | $42.1K | Added$202.1K |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 15.3K | $682.8K | $54.2K | Added$54.2K |
| EVOKE WEALTH, LLC | 15.1K | $672K | — | New |
| Eagle Bay Advisors LLC | 15K | $671.1K | $53.2K | Cut−$17K |
| AMG National Trust Bank | 15K | $669.3K | $53.1K | Added$53.1K |
| Argyle Capital Partners, LLC | 14.8K | $661K | $49.9K | Added$82K |
| Summit Financial, LLC | 14.8K | $660.8K | — | New |
| Madson Wealth Advisors Inc | 14.8K | $660.4K | — | Held |
| Swan Global Investments, LLC | 14.8K | $660.4K | $52.4K | Cut−$75.4K |
| Ausdal Financial Partners, Inc. | 14.4K | $643.1K | $51K | Cut−$74.2K |
| Empower Advisory Group, LLC | 14K | $624.7K | $49.6K | Added$49.6K |
| Asset Advisors Investment Management, LLC | 13.8K | $615.8K | $48.9K | Added$48.9K |
| Key Client Fiduciary Advisors, LLC | 13.8K | $615.6K | $46.1K | Added$80.5K |
| WealthPlan Investment Management, LLC | 13.8K | $615K | $48.8K | Added$48.8K |
| TRUIST FINANCIAL CORP | 13.8K | $614.7K | $36K | Added$197.3K |
| BNP PARIBAS FINANCIAL MARKETS | 13.6K | $608.8K | $48.3K | Cut−$284.1K |
| Steward Partners Investment Advisory, LLC | 13.5K | $602.5K | $47.8K | Added$33.4K |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 13.4K | $600.1K | $26.4K | Added$294.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | 13.3K | $594.2K | $47.1K | Added$143 |
| Financial Designs Corp | 13.2K | $588.8K | $46K | Added$54.8K |
| Sovereign Financial Group, Inc. | 13K | $582.1K | $46.2K | Added$19.9K |
| Kraft, Davis & Associates, LLC | 13.2K | $580.9K | $4.16K | Added$4.16K |
| Syntegra Private Wealth Group, LLC | 13K | $580.9K | $46.1K | Added$46.1K |
| Independence Bank of Kentucky | 12.9K | $577.8K | — | New |
| M&T Bank Corp | 12.9K | $576.7K | $45.8K | Added$45.8K |
| Valmark Advisers, Inc. | 12.9K | $576K | $45.7K | Added$45.7K |
| Sierra Legacy Group | 12.9K | $574.5K | $45.6K | Added$45.6K |
Who left
- NewEdge Advisors, LLC$9.49M
- Capital Advisory Group Advisory Services, LLC$5.86M
- True North Advisors, LLC$3.44M
- Jump Financial, LLC$3.23M
- FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$2.14M
- TWO SIGMA SECURITIES, LLC$1.94M
- CASTLE WEALTH MANAGEMENT LLC$862.7K
- Claris Financial LLC$827.3K
- Fragasso Financial Advisors Inc$635.2K
- CITIGROUP INC$587K
- Avidian Wealth Enterprises, LLC$580.4K
- AWM CAPITAL, LLC$525.6K
- Cambria Investment Management, L.P.$517.5K
- Strategic Financial Concepts, LLC$507.2K
- StoneX Group Inc.$412.9K
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.