Stock
Reported value
$4.05B
Holders
266
+37 new · −24 exited
Holders’ est. mark
−$247.9M
Price effect on 216 books still in the name
Largest holder
$991M
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.1% · $991M
- Icahn Capital0.0% · $510.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 19.8M | $991M | −$88.5M | Cut−$37M |
| JPMORGAN CHASE & CO | 8.99M | $429.8M | −$63.1M | Cut−$105.4M |
| Dynasty Wealth Management, LLC | 7.19M | $360.2M | −$33.9M | Cut−$47.9M |
| SAGESPRING WEALTH PARTNERS, LLC | 5.64M | $282.8M | $7.27M | Cut−$67.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.9M | $145.4M | −$13.1M | Cut−$6.88M |
| ENVESTNET ASSET MANAGEMENT INC | 2.67M | $133.9M | −$6.61M | Added$57.1M |
| CWM, LLC | 2.41M | $120.9M | $53.6M | Added$120.9M |
| HUNTINGTON NATIONAL BANK | 1.73M | $86.5M | — | New |
| MORGAN STANLEY | 1.57M | $78.9M | −$6.48M | Added$3.56M |
| BANK OF AMERICA CORP /DE/ | 1.57M | $78.5M | −$7.39M | Cut−$7.51M |
| Cetera Investment Advisers | 1.43M | $71.8M | −$5.35M | Added$9.63M |
| OneDigital Investment Advisors LLC | 1.34M | $67.3M | −$5.29M | Added$5.77M |
| WELLS FARGO & COMPANY/MN | 1.12M | $56.3M | −$3.86M | Added$11.5M |
| KFA Private Wealth Group, LLC | 1.05M | $52.6M | −$4.61M | Cut−$946.4K |
| MML INVESTORS SERVICES, LLC | 1.02M | $51.2M | −$4.83M | Cut−$13.5M |
| Goodwin Investment Advisory | 836.8K | $41.9M | −$3.95M | Cut−$6.18M |
| UBS Group AG | 826K | $41.4M | −$3.8M | Cut−$2.78M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 811.8K | $40.7M | −$3.14M | Added$4.25M |
| Portfolio Strategies, Inc. | 746.6K | $37.4M | −$3.51M | Cut−$4.56M |
| RFG Advisory, LLC | 663.7K | $33.3M | −$2.52M | Added$3.97M |
| PNC Financial Services Group, Inc. | 650K | $32.6M | −$2.64M | Added$1.87M |
| Focus Partners Wealth | 639.6K | $32.1M | −$2.91M | Cut−$1.73M |
| Storgate, LLC | 612.1K | $30.7M | −$2.74M | Cut−$1.15M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 516.5K | $25.9M | −$2.08M | Added$1.67M |
| ACCREDITED INVESTOR SERVICES, LLC | 468.3K | $23.5M | −$2.1M | Cut−$902.5K |
| Clarity Retirement & Wealth, LLC | 448.7K | $22.5M | −$1.71M | Added$2.63M |
| Centerline Wealth Advisors, LLC | 441.5K | $22.1M | −$2.08M | Cut−$7.15M |
| AssuredPartners Investment Advisors, LLC | 416.7K | $21.4M | −$1.46M | Cut−$6.98M |
| Advyzon Investment Management, LLC | 424.3K | $21.3M | — | New |
| UNIQUE WEALTH, LLC | 397.9K | $19.9M | −$1.88M | Cut−$4.59M |
| Keenan, LLC | 321.9K | $16.4M | −$800.8K | Added$5.25M |
| BG Investment Services, LLC | 325.4K | $16.3M | −$1.33M | Added$896.9K |
| HighTower Advisors, LLC | 323.5K | $16.2M | −$1.5M | Cut−$1.17M |
| Arkadios Wealth Advisors | 318.7K | $16M | −$1.21M | Added$1.95M |
| Daybright Advisory Services, Inc. | 312.1K | $15.6M | −$1.46M | Cut−$1.27M |
| OpenArc Corporate Advisory, LLC | 305.4K | $15.3M | −$1.09M | Added$2.64M |
| MAI Capital Management | 285.9K | $14.3M | −$1.02M | Added$2.51M |
| Kestra Advisory Services, LLC | 281.6K | $14.1M | −$1.04M | Added$2.01M |
| Align Financial, LLC | 280.1K | $14M | $13.8M | Cut−$1.38M |
| &PARTNERS | 270.1K | $13.6M | −$1.1M | Cut−$1.51M |
| LPL Financial LLC | 263.2K | $13.2M | −$909.8K | Added$2.62M |
| Storen Legacy Partners, LLC | 262.1K | $13.1M | — | New |
| ARWA LLC | 241.8K | $13M | −$215.3K | Added$3.36M |
| Advantage Trust Co | 234.4K | $11.7M | −$1.02M | Cut−$73.9K |
| JONES FINANCIAL COMPANIES LLLP | 231K | $11.2M | −$1.11M | Added$1.67M |
| Salus Financial Advisors, LLC | 206.8K | $10.4M | −$872.2K | Added$231.6K |
| SAX WEALTH ADVISORS, LLC | 187.6K | $10.3M | $0 | Held |
| CLG LLC | 200K | $10M | −$894.5K | Cut−$371.7K |
| MV CAPITAL MANAGEMENT, INC. | 184.1K | $9.23M | −$869.1K | Cut−$1.98M |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 174.3K | $8.74M | −$537.7K | Added$520.4K |
| Mariner, LLC | 160.8K | $8.06M | −$758.8K | Cut−$1.24M |
| Providence Financial Advisors, LLC | 148.2K | $7.43M | −$635.5K | Added$41.8K |
| Keystone Wealth Services, LLC | 143.2K | $7.18M | −$593.9K | Added$278.8K |
| D.A. DAVIDSON & CO. | 142.7K | $7.15M | −$322.4K | Added$3.41M |
| DAHRING | CUSMANO LLC | 136.7K | $6.85M | −$593K | Cut−$38.3K |
| MENORA MIVTACHIM HOLDINGS LTD. | 136.3K | $6.83M | −$643.2K | Cut−$643.2K |
| PRINCIPAL SECURITIES, INC. | 134.6K | $6.75M | −$445.4K | Added$1.57M |
| BFSG, LLC | 131.2K | $6.57M | −$619K | Cut−$630K |
| Sovran Advisors, LLC | 108.7K | $6.36M | $356.7K | Added$163.5K |
| Sigma Planning Corp | 124.1K | $6.22M | −$557.1K | Cut−$254.8K |
| STIFEL FINANCIAL CORP | 123.1K | $6.17M | −$574.6K | Cut−$506.7K |
| Wealth Quarterback LLC | 122.4K | $6.14M | −$533.7K | Cut−$65.6K |
| Per Stirling Capital Management, LLC. | 122.2K | $6.13M | −$564.5K | Cut−$431.8K |
| Cyndeo Wealth Partners, LLC | 117.6K | $5.89M | −$554.9K | Cut−$777.9K |
| Broadleaf Partners, LLC | 117.3K | $5.88M | −$553.7K | Cut−$799.7K |
| First Heartland Consultants, Inc. | 115K | $5.76M | −$542.8K | Cut−$1.65M |
| CENTRAL TRUST Co | 112.4K | $5.63M | −$530.4K | Cut−$546.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 111.6K | $5.6M | −$527K | Cut−$1.05M |
| FIL Ltd | 107.8K | $5.4M | −$508.8K | Cut−$52M |
| Clear Creek Financial Management, LLC | 104.3K | $5.23M | −$309.6K | Added$1.63M |
| PKS Advisory Services, LLC | 96.5K | $4.84M | −$433.9K | Cut−$205.8K |
| MN Wealth Advisors, LLC | 91.8K | $4.6M | −$419.4K | Cut−$274.1K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 90.4K | $4.53M | −$426.9K | Cut−$434.1K |
| HARBOUR INVESTMENTS, INC. | 90.3K | $4.53M | −$365.4K | Added$280.2K |
| IFP Advisors, Inc | 88.1K | $4.41M | −$182.1K | Added$2.3M |
| Dedeker Financial LLC | 87.5K | $4.39M | −$213.8K | Added$1.9M |
| Fifth Third Securities, Inc. | 85.9K | $4.31M | −$349.3K | Added$248.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 82.4K | $4.2M | −$347.7K | Added$16.7K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 83.4K | $4.18M | −$68.6K | Added$3.38M |
| Holos Integrated Wealth LLC | 81.2K | $4.17M | −$293.8K | Cut−$257.9K |
| Roxbury Financial LLC | 81.3K | $4.08M | −$383.1K | Cut−$376K |
| Creative Planning | 80.3K | $4.03M | −$379.2K | Cut−$1.58M |
| Mutual Advisors, LLC | 79.6K | $3.99M | −$371.3K | Cut−$322.1K |
| CRA Financial Services, LLC | 79.2K | $3.97M | −$301.4K | Added$464.8K |
| Essex Financial Services, Inc. | 77.7K | $3.9M | −$361.9K | Cut−$309K |
| Variant Private Wealth, LLC | 77.5K | $3.89M | −$366K | Cut−$377.9K |
| CAPTRUST FINANCIAL ADVISORS | 74.4K | $3.73M | −$350.9K | Cut−$354.7K |
| Quotient Wealth Partners, LLC | 71.6K | $3.59M | −$270.3K | Added$445.6K |
| Rollins Financial Advisors, LLC | 66.2K | $3.32M | −$312.3K | Cut−$323.2K |
| RAYMOND JAMES FINANCIAL INC | 64.8K | $3.25M | −$305.8K | Cut−$433.6K |
| Traynor Capital Management, Inc. | 57.9K | $2.77M | −$367.3K | Cut−$98.9K |
| SUMMIT WEALTH GROUP LLC / CO | 54.4K | $2.73M | −$256.7K | Cut−$291.8K |
| Clearwave Capital, LLC | 52.8K | $2.64M | −$228.9K | Cut−$14.1K |
| Private Advisor Group, LLC | 50.1K | $2.51M | −$213.4K | Added$29.6K |
| CARY STREET PARTNERS FINANCIAL LLC | 48.8K | $2.45M | −$225.4K | Cut−$172.7K |
| Aptus Capital Advisors, LLC | 48.6K | $2.43M | −$165.9K | Added$507K |
| Certified Advisory Corp | 48.5K | $2.43M | −$188.1K | Added$243.9K |
| Vise Technologies, Inc. | 42.7K | $2.34M | $0 | Held |
| AE Wealth Management LLC | 45.2K | $2.27M | −$180.8K | Added$164.9K |
| Bank of New York Mellon Corp | 43.4K | $2.18M | −$205.1K | Cut−$972.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 43.1K | $2.16M | −$176.8K | Added$106.3K |
| Wagner Wealth Management, Corp | 42.4K | $2.13M | −$134K | Added$571K |
| WCG Wealth Advisors LLC | 42.4K | $2.12M | −$200K | Cut−$212.1K |
| Stonebridge Financial Group, LLC / MO | 42.2K | $2.11M | −$185.9K | Cut−$44.8K |
| ADELL HARRIMAN & CARPENTER INC | 41.8K | $2.09M | −$192.4K | Cut−$143.1K |
| Milestone Investment Advisors LLC | 40.6K | $2.03M | −$149.1K | Added$301.6K |
| CHILDRESS CAPITAL ADVISORS, LLC | 39.9K | $2M | −$188.4K | Cut−$1.91M |
| Rockefeller Capital Management L.P. | 39.6K | $1.98M | −$40.7K | Added$1.51M |
| Farther Finance Advisors, LLC | 38.1K | $1.94M | −$64.1K | Added$1.03M |
| HICKS CAPITAL MANAGEMENT LLC | 37.8K | $1.89M | −$178.4K | Cut−$1.07M |
| PUREfi Wealth, LLC | 36.8K | $1.84M | −$149.3K | Added$108.5K |
| Centurion Wealth Management LLC | 33.7K | $1.69M | −$154.6K | Cut−$109.1K |
| Sunbelt Securities, Inc. | 33.2K | $1.66M | −$136.2K | Added$79.5K |
| High Point Wealth Management, LLC | 32K | $1.6M | −$151K | Cut−$151K |
| McGlone Suttner Wealth Management, Inc. | 30.7K | $1.54M | −$144.8K | Cut−$146.2K |
| OSAIC HOLDINGS, INC. | 30.3K | $1.52M | −$143.9K | Cut−$1.91M |
| Allen Capital Group, LLC | 30.3K | $1.52M | −$142.9K | Cut−$161.7K |
| Worth Asset Management, LLC | 29.8K | $1.49M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.4K | $1.47M | −$138.6K | Cut−$2.31M |
| BRADLEY FOSTER & SARGENT INC/CT | 28.6K | $1.43M | −$135.1K | Cut−$184.3K |
| MONEY CONCEPTS CAPITAL CORP | 28.2K | $1.41M | −$79.5K | Added$488.5K |
| Qube Research & Technologies Ltd | 28K | $1.4M | −$41.5K | Added$921.6K |
| Meridian Wealth Management, LLC | 28K | $1.4M | −$132.2K | Cut−$132.2K |
| Fairvoy Private Wealth, LLC | 28K | $1.4M | −$132.1K | Cut−$200.5K |
| Envestnet Portfolio Solutions, Inc. | 28K | $1.4M | −$71.1K | Added$576.5K |
| Cornerstone Planning Group LLC | 23.5K | $1.4M | $38.1K | Added$875.4K |
| CLEAR INVESTMENT RESEARCH, LLC | 27.8K | $1.39M | −$120K | Added$691 |
| Cambria Investment Management, L.P. | 27.4K | $1.37M | −$129.4K | Cut−$242.1K |
| Empowered Funds, LLC | 27.4K | $1.37M | — | New |
| October Effect Ltd | 27.3K | $1.37M | −$128.9K | Cut−$144.8K |
| Hobart Private Capital, LLC | 25.9K | $1.3M | −$118.8K | Cut−$84.3K |
| Gaddis Premier Wealth Advisors LLC | 25.5K | $1.28M | −$109K | Added$10.9K |
| 17 CAPITAL PARTNERS, LLC | 24.7K | $1.24M | −$105.5K | Added$12K |
| Traveka Wealth, LLC | 24.6K | $1.23M | −$115.9K | Cut−$523.9K |
| Forbes Financial Planning, Inc. | 24.2K | $1.21M | −$114.3K | Cut−$146.1K |
| Sachetta, LLC | 22.7K | $1.14M | −$107.1K | Cut−$128.7K |
| WEALTH EFFECTS LLC | 21.6K | $1.08M | −$81.2K | Added$141.7K |
| AVAII WEALTH MANAGEMENT, LLC | 21.3K | $1.07M | −$96K | Cut−$47.7K |
| CALTON & ASSOCIATES, INC. | 20.9K | $1.05M | −$98.5K | Cut−$148.7K |
| Western Wealth Management, LLC | 20.5K | $1.03M | — | New |
| Savvy Advisors, Inc. | 20.1K | $1.01M | −$94.9K | Cut−$1.97M |
| Concurrent Investment Advisors, LLC | 19.7K | $987.2K | — | New |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 19.4K | $974.4K | −$91.8K | Cut−$272.6K |
| TritonPoint Partners, LLC | 19.3K | $969.2K | — | New |
| KOM Wealth Management Group, LLC | 18.8K | $940.8K | −$76.8K | Added$48.5K |
| Sugar Maple Asset Management, LLC | 18.3K | $918.2K | −$76.1K | Added$33.8K |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 18.2K | $911.4K | −$80.2K | Cut−$20K |
| Investment Advisory Group, LLC | 17.7K | $886.9K | −$83.5K | Cut−$95K |
| Corient Private Wealth LLC | 17.5K | $877.7K | −$37.3K | Added$443.8K |
| YARGER WEALTH STRATEGIES, LLC | 17.2K | $862.8K | −$81.3K | Cut−$81.3K |
| Signature Wealth Management Group | 16.4K | $824.4K | — | New |
| SENTINEL PENSION ADVISORS, LLC | 16.4K | $819.6K | −$77.2K | Cut−$82.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15.5K | $792K | −$60.3K | Cut−$121.4K |
| Meridian Financial Advisors, LLC | 15.7K | $787K | −$74.1K | Cut−$162.2K |
| Canvas Wealth Advisors, LLC | 15K | $754K | −$47.5K | Added$201.6K |
| AMERIPRISE FINANCIAL INC | 15K | $751.4K | −$70.8K | Cut−$5.13M |
| Cerity Partners LLC | 15K | $751K | — | New |
| CoreCap Advisors, LLC | 14K | $701.3K | −$66.1K | Cut−$83.3K |
| Investmark Advisory Group LLC | 13.4K | $672.1K | −$29.2K | Added$332.7K |
| GTS SECURITIES LLC | 13.1K | $657.7K | −$45.7K | Added$126.6K |
| Barnes Wealth Management Group, Inc | 12.2K | $612.6K | — | New |
| Merit Financial Group, LLC | 12.1K | $608.4K | — | New |
| Elevation Wealth Management LLC | 11.7K | $588.2K | −$47.2K | Added$40.1K |
| FIRST UNITED BANK & TRUST | 11.2K | $560.1K | −$16.6K | Added$366.8K |
| Elm3 Financial Group, LLC | 10.2K | $511.7K | −$48.2K | Cut−$53.8K |
| Larson Financial Group LLC | 10.2K | $511.6K | −$36.8K | Added$84K |
| Icahn Capital | 10.2K | $510.1K | −$43.2K | Added$8.16K |
| FSM Wealth Advisors, LLC | 10.2K | $509.6K | −$48K | Cut−$60.5K |
| Geneos Wealth Management Inc. | 10.1K | $506.6K | −$10.2K | Added$388.4K |
| FLORIDA FINANCIAL ADVISORS, LLC | 10.1K | $505.2K | −$32.5K | Added$127.4K |
| POM Investment Strategies, LLC | 9.98K | $500K | −$1.97K | Added$477.2K |
| LJI Wealth Management, LLC | 9.59K | $480.6K | −$45.3K | Cut−$45.3K |
| Prostatis Group LLC | 9.44K | $473.2K | −$34.7K | Added$70.3K |
| Castleview Partners, LLC | 9.33K | $467.6K | −$27.7K | Added$145.4K |
| GOLDMAN SACHS GROUP INC | 9.21K | $461.8K | — | New |
| Koshinski Asset Management, Inc. | 9.15K | $458.4K | −$42.2K | Cut−$31.7K |
| San Luis Wealth Advisors LLC | 8.91K | $446.4K | −$41.5K | Cut−$35.6K |
| Ausdal Financial Partners, Inc. | 7.9K | $395.9K | −$37.1K | Cut−$35K |
| New Insight Wealth Advisors | 7.85K | $393.6K | −$36.8K | Cut−$33.7K |
| Clarity Asset Management, Inc. | 7.59K | $380.7K | — | New |
| Wealthcare Capital Partners, LLC | 7.49K | $375.6K | −$29.5K | Added$32.9K |
| Lido Advisors, LLC | 7.08K | $355.1K | — | New |
| Onyx Bridge Wealth Group LLC | 6.68K | $334.9K | −$31.6K | Cut−$604.9K |
| HARBOR INVESTMENT ADVISORY, LLC | 6.65K | $333.3K | −$31.4K | Cut−$31.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.64K | $332.6K | −$24.6K | Added$47.5K |
| Asempa Wealth Advisors | 6.38K | $324.9K | −$24.7K | Cut−$24.5K |
| Snowden Capital Advisors LLC | 6.2K | $310.6K | −$29.2K | Cut−$29.2K |
| Brookwood Investment Group LLC | 6.13K | $307.5K | — | New |
| Wealthcare Advisory Partners LLC | 6.02K | $301.9K | −$28.4K | Cut−$63.5K |
| HBW ADVISORY SERVICES LLC | 5.98K | $299.6K | — | New |
| Fiscal Wisdom Wealth Management, LLC | 5.85K | $293.2K | −$25.9K | Cut−$7.37K |
| YHB Investment Advisors, Inc. | 5.79K | $289.9K | — | New |
| Stonebridge Financial Group, LLC | 5.78K | $289.9K | −$27.3K | Cut−$36.3K |
| Arcus Capital Partners, LLC | 5.53K | $277.2K | −$26.1K | Cut−$26.1K |
| Base Wealth Management LLC | 5.38K | $269.4K | −$19.3K | Added$45.3K |
| Fort Sheridan Advisors LLC | 5.33K | $267.1K | −$24.3K | Cut−$15K |
| B.O.S.S. Retirement Advisors, LLC | 5.19K | $259.9K | — | New |
| TRUIST FINANCIAL CORP | 5.01K | $250.9K | −$23.6K | Cut−$149.9K |
| CIBC WORLD MARKET INC. | 4.95K | $248K | — | New |
| FIFTH THIRD BANCORP | 4.85K | $243.1K | — | New |
| INSPIRION WEALTH ADVISORS, LLC | 4.73K | $236.9K | −$22.3K | Cut−$78.8K |
| BENJAMIN EDWARDS INC | 4.66K | $233.5K | −$22K | Cut−$37.3K |
| Fiduciary Group, LLC | 4.58K | $229.4K | — | New |
| Trexquant Investment LP | 4.55K | $228.3K | −$17.9K | Added$20.2K |
| MWA Asset Management | 4.47K | $223.9K | −$21.1K | Cut−$22.7K |
| MISSION WEALTH MANAGEMENT, LP | 4.3K | $215.6K | — | New |
| Kingsview Wealth Management, LLC | 4.14K | $207.5K | −$19.5K | Cut−$19.5K |
| Baron Wealth Management LLC | 4.12K | $206.6K | — | New |
| Commerce Advisors, LLC | 4.12K | $206.5K | — | Held |
| Jaffetilchin Investment Partners, LLC | 4.09K | $204.8K | −$19.3K | Cut−$19.3K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4K | $200.6K | −$18.9K | Cut−$227.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.73K | $186.9K | −$10.9K | Added$60.7K |
| SHP Wealth Management | 3.38K | $169.4K | −$16K | Cut−$16K |
| Harbor Asset Planning, Inc. | 2.73K | $136.8K | −$12.9K | Cut−$12.9K |
| ROYAL BANK OF CANADA | 2.43K | $122K | −$5.24K | Added$61K |
| BANK OF MONTREAL /CAN/ | 2.2K | $110.4K | −$5.85K | Added$42.4K |
| DAGCO, INC. | 1.88K | $94.2K | −$8.87K | Cut−$8.87K |
| ARMSTRONG ADVISORY GROUP, INC | 1.61K | $80.6K | −$7.59K | Cut−$7.59K |
| BlackRock, Inc. | 1.5K | $75.2K | −$7.1K | Cut−$57.5K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.25K | $74.4K | $5.81K | Cut−$26.9K |
| Advisory Services Network, LLC | 1.36K | $68.3K | — | New |
| Raleigh Capital Management Inc. | 1.27K | $63.6K | −$5.99K | Cut−$5.99K |
| Meramec Financial Planners, LLC | 1.01K | $58.3K | — | New |
| CITIGROUP INC | 1.02K | $51K | — | New |
| Key Capital Management, INC | 956 | $47.9K | −$4.51K | Cut−$57.2K |
| Spire Wealth Management | 831 | $41.7K | −$2.41K | Added$13.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 756 | $37.9K | −$3.57K | Cut−$3.57K |
| NBC SECURITIES, INC. | 644 | $32.3K | −$3.04K | Cut−$3.04K |
| Kingdom Financial Group LLC. | 611 | $30.6K | — | New |
| Lloyd Advisory Services, LLC. | 611 | $30.6K | — | New |
| Sowa Financial Group, Inc. | 601.7K | $30.2K | −$2.82K | Cut−$2.57K |
| Ancora Advisors LLC | 568 | $28.5K | −$2.68K | Cut−$2.68K |
| Capital Investment Advisory Services, LLC | 550 | $27.6K | −$1.65K | Added$8.37K |
| Cambridge Investment Research Advisors, Inc. | 506.8K | $25.4K | −$2.33K | Cut−$1.7K |
| Sound Income Strategies, LLC | 485 | $24.7K | −$1.97K | Cut−$1.97K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 475 | $23.8K | — | New |
| Capital Analysts, LLC | 455.8K | $22.8K | −$1.12K | Added$9.89K |
| Cassaday & Co Wealth Management LLC | 416 | $20.9K | — | New |
| Steigerwald, Gordon & Koch Inc. | 400 | $20K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 295 | $17.3K | $1.16K | Cut−$2.13K |
| Abound Wealth Management | 329 | $16.5K | −$1.55K | Cut−$1.55K |
| NewEdge Advisors, LLC | 12.3K | $12.3K | −$662.8K | Cut−$696.6K |
| Networth Advisors, LLC | 241 | $12.1K | −$1.14K | Cut−$1.14K |
| CBIZ Investment Advisory Services, LLC | 240 | $12K | −$1.13K | Cut−$1.13K |
| Central Pacific Bank - Trust Division | 202 | $10.1K | −$954 | Cut−$954 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 200 | $10K | — | New |
| LRI Investments, LLC | 200 | $10K | −$944 | Cut−$944 |
| Allworth Financial LP | 195 | $9.76K | −$479 | Added$4.28K |
| Nemes Rush Group LLC | 174 | $8.72K | −$821 | Cut−$821 |
| Janney Montgomery Scott LLC | 164.7K | $8.26K | −$755 | Cut−$518 |
Who left
- J.W. COLE ADVISORS, INC.$14.2M
- Mirae Asset Global Investments Co., Ltd.$4.36M
- B. Riley Wealth Advisors, Inc.$3.01M
- Brookstone Capital Management$1.92M
- TWO SIGMA INVESTMENTS, LP$1.88M
- Elevation Capital Advisory, LLC$725K
- Orion Porfolio Solutions, LLC$516.5K
- Victrix Investment Advisors$328K
- Empower Advisory Group, LLC$281K
- LGT Financial Advisors LLC$274.2K
- Beaird Harris Wealth Management, LLC$264.9K
- Moors & Cabot, Inc.$258.1K
- Blue Line Capital, LLC / IL$252.6K
- SILVER OAK SECURITIES, INCORPORATED$233.2K
- Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$228.1K
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.