Stock
Reported value
$3.52B
Holders
485
+63 new · −31 exited
Holders’ est. mark
−$65M
Price effect on 237 books still in the name
Largest holder
$375.6M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $11.5M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 6.8M | $375.6M | −$8.93M | Added$26.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.97M | $164.1M | −$4.31M | Cut−$7.96M |
| MORGAN STANLEY | 2.63M | $145.2M | −$3.65M | Added$2.35M |
| Retirement Planning Group, LLC | 2.53M | $139.9M | −$3.36M | Added$8.67M |
| ENVESTNET ASSET MANAGEMENT INC | 2.43M | $134.4M | −$3M | Added$17M |
| BANK OF AMERICA CORP /DE/ | 2.37M | $130.8M | −$3.28M | Added$2.46M |
| RAYMOND JAMES FINANCIAL INC | 2.11M | $116.3M | −$3.01M | Cut−$1.45M |
| Cetera Investment Advisers | 2.02M | $111.4M | −$2.53M | Added$12.6M |
| JPMORGAN CHASE & CO | 2.03M | $109.5M | −$3.16M | Added$43.6M |
| Dynasty Wealth Management, LLC | 1.72M | $95.3M | −$1.13M | Added$51M |
| WELLS FARGO & COMPANY/MN | 1.7M | $94M | −$2.37M | Added$1.4M |
| OSAIC HOLDINGS, INC. | 1.43M | $79M | −$2.09M | Cut−$3.3M |
| SAGESPRING WEALTH PARTNERS, LLC | 1.29M | $71.1M | −$952.8K | Added$33.9M |
| Independent Advisor Alliance | 1.24M | $68.7M | — | New |
| Kestra Advisory Services, LLC | 1.08M | $59.5M | −$1.34M | Added$7.15M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 927.2K | $51.2M | −$1.34M | Cut−$10.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 881.1K | $48.7M | −$500.5K | Added$29.1M |
| JANE STREET GROUP, LLC | 824.6K | $45.6M | −$435.1K | Added$28.5M |
| Kestra Investment Management, LLC | 801.3K | $44.3M | −$278K | Added$33.4M |
| Arkadios Wealth Advisors | 760K | $42M | −$856.2K | Added$8.51M |
| McIlrath & Eck, LLC | 737K | $40.7M | −$987K | Added$2.12M |
| CHILDRESS CAPITAL ADVISORS, LLC | 656K | $36.2M | −$951.3K | Cut−$9.38M |
| Allworth Financial LP | 635.6K | $35.1M | −$853.8K | Added$1.73M |
| MML INVESTORS SERVICES, LLC | 626K | $34.6M | −$887K | Cut−$102.6K |
| ROYAL BANK OF CANADA | 595.2K | $32.9M | −$248.1K | Added$23.1M |
| Private Advisor Group, LLC | 579.6K | $32M | −$699.3K | Added$4.68M |
| VICTORY FINANCIAL GROUP, LLC | 549K | $30.3M | −$705.2K | Added$2.76M |
| Landing Point Financial Group, LLC | 496.2K | $27.4M | −$698.8K | Added$85.2K |
| Mariner, LLC | 454.4K | $25.1M | −$604.7K | Added$1.46M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 437.1K | $24.1M | −$633.8K | Cut−$845.7K |
| AssuredPartners Investment Advisors, LLC | 395.4K | $22.1M | −$313.3K | Added$166.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 381.7K | $21.2M | −$384.7K | Added$6.77M |
| Lakeridge Wealth Management LLC | 357.9K | $19.8M | −$495.6K | Added$393.6K |
| Equitable Holdings, Inc. | 325.5K | $18.4M | −$26.5K | Added$3.1M |
| Milestone Investment Advisors LLC | 326.1K | $18M | −$463.7K | Cut−$117.9K |
| D.A. DAVIDSON & CO. | 315.1K | $17.4M | −$445.5K | Cut−$9.9K |
| Stratos Investment Management, LLC | 304.9K | $16.8M | −$425.5K | Added$203.4K |
| Independence Financial Advisors, LLC | 304.4K | $16.8M | −$428K | Added$80.8K |
| CALTON & ASSOCIATES, INC. | 302.2K | $16.7M | −$438.2K | Cut−$1.24M |
| Integrated Wealth Concepts LLC | 298.9K | $16.5M | −$408.3K | Added$546.1K |
| Prime Capital Investment Advisors, LLC | 290.3K | $16M | −$420.9K | Cut−$923.7K |
| World Investment Advisors | 285.9K | $15.8M | −$409.7K | Cut−$226.8K |
| REGIMEN WEALTH, LLC | 273.4K | $15.1M | −$396.4K | Cut−$5.58M |
| Clark Wealth Partners | 266.1K | $14.7M | −$385.9K | Cut−$2.23M |
| IFP Advisors, Inc | 257.7K | $14.2M | −$306.9K | Added$2.24M |
| Rooted Wealth Advisors, Inc. | 224.7K | $13.3M | $45.6K | Added$1.08M |
| TRUIST FINANCIAL CORP | 237.5K | $13.1M | −$344.4K | Cut−$362.4K |
| Prentice Wealth Management LLC | 236.5K | $13.1M | −$343K | Cut−$1.69M |
| Fifth Third Securities, Inc. | 231.4K | $12.8M | −$329K | Cut−$83.8K |
| CWM, LLC | 225.9K | $12.5M | $12.2M | Added$12.5M |
| Per Stirling Capital Management, LLC. | 219.6K | $12.1M | −$318.5K | Cut−$772.9K |
| Advisory Services Network, LLC | 218.1K | $12M | −$315.7K | Cut−$297.7K |
| Cornerstone Wealth, LLC/TN | 203.6K | $12M | — | Held |
| Fidelity | 208.1K | $11.5M | −$257.2K | Added$1.44M |
| SHP Wealth Management | 203.1K | $11.2M | −$279.7K | Added$284.9K |
| Sculati Wealth Management, LLC | 185.1K | $10.2M | −$260.3K | Added$48.2K |
| PCG Wealth Advisors, LLC | 181.9K | $10M | −$13.6K | Added$9.52M |
| Perfromance Wealth Partners, LLC | 181.7K | $10M | −$217.1K | Added$1.55M |
| Lido Advisors, LLC | 177.5K | $9.8M | −$178.8K | Cut−$3.9M |
| Patriot Financial Group Insurance Agency, LLC | 174.9K | $9.66M | −$126.4K | Added$4.72M |
| Kingsview Wealth Management, LLC | 174K | $9.61M | −$61.2K | Added$7.22M |
| &PARTNERS | 169.9K | $9.31M | −$676.5K | Added$565.6K |
| CAPTRUST FINANCIAL ADVISORS | 164.5K | $9.09M | −$238.5K | Cut−$774.5K |
| Sanctuary Advisors, LLC | 161.3K | $8.91M | −$233.9K | Cut−$820.7K |
| Cyr Financial Inc. | 156.3K | $8.64M | −$201.2K | Added$768.2K |
| STIFEL FINANCIAL CORP | 156.2K | $8.63M | −$226.4K | Cut−$3.28M |
| Baird Financial Group, Inc. | 148.7K | $8.21M | −$215.6K | Cut−$653.2K |
| Rockefeller Capital Management L.P. | 148.1K | $8.18M | −$214.4K | Cut−$202.6K |
| STEPHENS INC /AR/ | 144.2K | $7.97M | −$200.8K | Added$116.2K |
| Kovack Advisors, Inc. | 143.6K | $7.95M | −$185.3K | Cut−$744.4K |
| New Insight Wealth Advisors | 143.6K | $7.93M | −$197.5K | Added$213.8K |
| Powers Advisory Group, LLC | 140.7K | $7.77M | −$168K | Added$1.21M |
| Base Wealth Management LLC | 137.2K | $7.58M | −$198.9K | Cut−$590.1K |
| Strategic Blueprint, LLC | 135.8K | $7.5M | −$195.5K | Cut−$141.8K |
| Pathway Financial Advisers, LLC | 133.7K | $7.39M | −$191.4K | Cut−$97.8K |
| Centerline Wealth Advisors, LLC | 130.9K | $7.23M | −$132.4K | Added$2.05M |
| NEUBERGER BERMAN GROUP LLC | 130.6K | $7.22M | −$189.4K | Cut−$215.6K |
| Carbahal Olsen Financial Services Group, LLC | 129K | $7.13M | −$184.2K | Cut−$73.3K |
| AA Financial Advisors, LLC | 127.4K | $7.04M | −$25.4K | Added$6.04M |
| Investment Advisory Services Group LLC | 127.3K | $7.03M | −$168.5K | Added$442.9K |
| UNIQUE WEALTH, LLC | 126.5K | $6.99M | −$89.6K | Added$3.49M |
| PRINCIPAL SECURITIES, INC. | 123.9K | $6.84M | −$179.4K | Cut−$168.5K |
| AdvisorNet Financial, Inc | 121K | $6.68M | −$172.2K | Cut−$52.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 114.8K | $6.34M | −$166.5K | Cut−$190.4K |
| BG Investment Services, LLC | 112.6K | $6.22M | −$144K | Added$588.9K |
| HighTower Advisors, LLC | 112.3K | $6.2M | −$162.8K | Cut−$301K |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 112.1K | $6.19M | −$147K | Added$446.7K |
| Merit Financial Group, LLC | 111.5K | $6.16M | −$84.2K | Added$2.87M |
| McGlone Suttner Wealth Management, Inc. | 111.3K | $6.15M | −$161.5K | Cut−$218.2K |
| CITIZENS FINANCIAL GROUP INC/RI | 111.2K | $6.14M | −$157.2K | Cut−$3.69K |
| Lineweaver Wealth Advisors, LLC | 108.4K | $5.99M | −$157.2K | Cut−$280.6K |
| High Point Wealth Management, LLC | 108.1K | $5.97M | −$147.3K | Added$213.9K |
| KMG FIDUCIARY PARTNERS, LLC | 105.7K | $5.84M | −$7.18K | Added$5.56M |
| Marmo Financial Group, LLC | 105.7K | $5.84M | −$153.2K | Cut−$373.5K |
| Marshall & Sterling Wealth Advisors Inc. | 105.3K | $5.82M | −$141.5K | Added$286.5K |
| OPPENHEIMER & CO INC | 97.6K | $5.39M | −$139.4K | Cut−$54.6K |
| Elevation Capital Advisory, LLC | 94.5K | $5.22M | −$62K | Added$2.79M |
| FLAGSHIP HARBOR ADVISORS, LLC | 93.5K | $5.16M | −$135.5K | Cut−$1.22M |
| TOMPKINS FINANCIAL CORP | 89.3K | $4.93M | −$116.6K | Added$376.9K |
| Valued Retirements, Inc. | 89.2K | $4.93M | −$127.3K | Cut−$49.5K |
| HARBOUR INVESTMENTS, INC. | 89.2K | $4.93M | −$64.5K | Added$2.4M |
| SAPIENT CAPITAL LLC | 89K | $4.92M | −$107.9K | Added$1.52M |
| AMERIPRISE FINANCIAL INC | 88.2K | $4.87M | −$127.8K | Cut−$629.8K |
| WCG Wealth Advisors LLC | 87.8K | $4.85M | −$132.3K | Cut−$49.9K |
| Fullerton Advisors, LLC | 87.7K | $4.85M | −$126K | Cut−$80.3K |
| Investmark Advisory Group LLC | 85.9K | $4.74M | −$124.6K | Cut−$185.5K |
| Summit Financial Wealth Advisors, LLC | 84.2K | $4.65M | −$98.7K | Added$793.2K |
| Essex Financial Services, Inc. | 83.3K | $4.6M | −$120.6K | Cut−$112.2K |
| OpenArc Corporate Advisory, LLC | 81.9K | $4.53M | −$59.3K | Added$2.21M |
| PFG Advisors | 78.6K | $4.34M | −$114K | Cut−$141.3K |
| FLAGSTAR ADVISORS INC | 75.3K | $4.16M | −$95.9K | Added$408.8K |
| Clearwave Capital, LLC | 74.6K | $4.12M | −$102.8K | Added$105.6K |
| SILVER OAK SECURITIES, INCORPORATED | 74.1K | $4.1M | −$108.2K | Added$683.6K |
| Farther Finance Advisors, LLC | 73.4K | $4.07M | −$91.1K | Added$60.6K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 72.3K | $4M | −$104.9K | Cut−$128K |
| Ethos Financial Group, LLC | 72.3K | $3.99M | — | New |
| Storen Legacy Partners, LLC | 72K | $3.98M | — | New |
| Koshinski Asset Management, Inc. | 71.9K | $3.97M | −$78.8K | Added$891.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 69K | $3.81M | −$94K | Added$137.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | 69K | $3.81M | −$98.1K | Cut−$6.5K |
| Principle Wealth Partners LLC | 68.1K | $3.76M | −$98.8K | Cut−$659.9K |
| Axis Wealth Partners, LLC | 67.5K | $3.73M | −$97.3K | Cut−$73.3K |
| DAHRING | CUSMANO LLC | 65.8K | $3.63M | −$17.3K | Added$2.96M |
| FSA WEALTH PARTNERS, INC. | 65.4K | $3.61M | −$94.8K | Cut−$196.5K |
| Slagle Financial, LLC | 61.5K | $3.4M | −$79.8K | Added$275.7K |
| BENJAMIN EDWARDS INC | 61.4K | $3.39M | — | New |
| Medallion Wealth Advisors, LLC | 60.2K | $3.33M | −$71.2K | Added$542.7K |
| Envestnet Portfolio Solutions, Inc. | 59.9K | $3.31M | −$84.9K | Cut−$13.5K |
| RFG - Bristol Wealth Advisors, LLC | 59.3K | $3.28M | −$75.4K | Added$330K |
| UPTICK PARTNERS, LLC | 59.3K | $3.28M | −$74.2K | Added$373.6K |
| KFG WEALTH MANAGEMENT, LLC | 59K | $3.26M | −$71.2K | Added$474K |
| U.S. Capital Wealth Advisors, LLC | 57.4K | $3.17M | — | New |
| HBW ADVISORY SERVICES LLC | 54.8K | $3.03M | −$79.4K | Cut−$204.4K |
| Castleview Partners, LLC | 53.9K | $2.98M | −$78.2K | Cut−$513.6K |
| Savvy Advisors, Inc. | 52.9K | $2.92M | −$73.2K | Added$61.6K |
| Advyzon Investment Management, LLC | 52.7K | $2.91M | −$11.9K | Added$2.45M |
| INTEGRITY ALLIANCE, LLC. | 52.6K | $2.9M | −$71.4K | Added$109.2K |
| SHEETS SMITH WEALTH MANAGEMENT | 49.6K | $2.74M | −$72K | Cut−$139.3K |
| MAI Capital Management | 49.3K | $2.72M | −$71K | Cut−$53.5K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 48.9K | $2.7M | −$70.1K | Cut−$33.4K |
| Pinnacle Financial Partners, Inc. | 48.9K | $2.7M | −$67.5K | Added$55.4K |
| Dana Investment Advisors, Inc. | 48.9K | $2.7M | −$70.8K | Cut−$83.4K |
| GTS SECURITIES LLC | 48.6K | $2.68M | — | New |
| Oasis Advisors, LLC | 47.4K | $2.63M | −$54.2K | Cut−$2.46M |
| Redhawk Wealth Advisors, Inc. | 46.3K | $2.56M | −$60K | Added$210.7K |
| Hilltop Holdings Inc. | 45.8K | $2.53M | −$66.4K | Cut−$105K |
| Sunbelt Securities, Inc. | 45.7K | $2.53M | −$46.5K | Added$708.6K |
| Sowell Financial Services LLC | 44.9K | $2.48M | −$54.5K | Added$350.9K |
| Concurrent Investment Advisors, LLC | 44.6K | $2.46M | −$56.9K | Added$237.2K |
| IHT Wealth Management, LLC | 43.9K | $2.42M | −$63.6K | Cut−$100.9K |
| Steward Partners Investment Advisory, LLC | 43.5K | $2.4M | −$62.8K | Cut−$54.7K |
| Fortitude Financial, LLC | 43.2K | $2.39M | −$62.7K | Cut−$99.2K |
| Barry Investment Advisors, LLC | 42K | $2.32M | −$60.9K | Cut−$127.9K |
| PACIFIC FINANCIAL GROUP INC | 41.9K | $2.31M | −$60.7K | Cut−$104.3K |
| PRECEDENT WEALTH PARTNERS, LLC | 41.8K | $2.31M | −$43K | Added$624K |
| Stratos Wealth Partners, LTD. | 41.3K | $2.28M | −$55.6K | Added$109.9K |
| DAVENPORT & Co LLC | 40.4K | $2.23M | −$46.6K | Added$409.1K |
| Godshalk Welsh Capital Management, Inc. | 39.9K | $2.21M | −$53.8K | Added$101.4K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 39.1K | $2.16M | −$50.8K | Added$169.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 38.2K | $2.12M | −$49.3K | Cut−$125.8K |
| Sigma Planning Corp | 38.3K | $2.11M | −$54.8K | Cut−$26.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 38.1K | $2.1M | −$43K | Added$424.2K |
| EP Wealth Advisors, LLC | 36.6K | $2.02M | −$53.1K | Cut−$85.6K |
| Certified Advisory Corp | 34.5K | $1.9M | −$50K | Cut−$159.4K |
| AE Wealth Management LLC | 34.1K | $1.89M | −$42.5K | Added$225.1K |
| Core Wealth Advisors, Inc. | 34.1K | $1.88M | −$37.3K | Added$425.9K |
| PRIMORIS WEALTH ADVISORS, LLC | 34K | $1.88M | −$49.4K | Cut−$109.7K |
| Westside Investment Management, Inc. | 33.9K | $1.87M | −$45.7K | Added$85.1K |
| EARNED WEALTH ADVISORS, LLC | 33.6K | $1.86M | −$48.7K | Cut−$95.8K |
| Atria Investments, Inc | 33.3K | $1.84M | −$34.3K | Added$501K |
| PFG Investments, LLC | 32.9K | $1.82M | −$45.5K | Added$37.9K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 31.1K | $1.72M | −$45K | Cut−$52.4K |
| Mayfair Advisory Group, LLC | 31K | $1.71M | −$55.8K | Cut−$55.8K |
| Ballew Advisors, Inc | 29.8K | $1.71M | $3.55K | Added$16.7K |
| BEAM WEALTH ADVISORS, INC. | 30.9K | $1.7M | −$44.7K | Cut−$48.9K |
| Paragon Private Wealth Management, LLC | 30.3K | $1.68M | −$36K | Added$270.1K |
| NewEdge Advisors, LLC | 79.1K | $1.66M | −$2.83M | Cut−$3.97M |
| B. Riley Wealth Advisors, Inc. | 30.4K | $1.64M | −$45.3K | Added$698.3K |
| Cyndeo Wealth Partners, LLC | 29.7K | $1.64M | −$22.8K | Added$745.4K |
| Cullen/Frost Bankers, Inc. | 29K | $1.6M | −$38.1K | Added$112.2K |
| ARWA LLC | 27.7K | $1.59M | $13.2K | Added$501.3K |
| TruWealth Advisors, LLC | 28.7K | $1.59M | −$39.7K | Added$34.4K |
| Soltis Investment Advisors LLC | 28.4K | $1.57M | −$34.1K | Added$232.6K |
| Valmark Advisers, Inc. | 27.7K | $1.53M | −$40.1K | Cut−$2.75M |
| Mascoma Wealth Management LLC | 27.6K | $1.53M | −$40.1K | Cut−$267.9K |
| Element Wealth, LLC | 27.4K | $1.51M | −$35.5K | Added$123K |
| Octavia Wealth Advisors, LLC | 26.5K | $1.46M | −$37.8K | Cut−$12.9K |
| LongView Wealth Management | 25K | $1.45M | $10.8K | Added$511.6K |
| OneAscent Financial Services LLC | 25.8K | $1.43M | −$29.4K | Added$278.8K |
| Sovran Advisors, LLC | 23.9K | $1.41M | $37.8K | Cut−$586.1K |
| Integrated Advisors Network LLC | 25.4K | $1.4M | −$36.8K | Cut−$485K |
| Clare Market Investments LLC | 25.3K | $1.4M | — | Held |
| Perigon Wealth Management, LLC | 24.5K | $1.36M | −$35.6K | Cut−$262.8K |
| Everest Financial Group LLC | 24.3K | $1.34M | −$32.8K | Added$59.4K |
| Cornerstone Wealth Management, LLC | 24.2K | $1.34M | −$28.8K | Added$207.7K |
| ERn Financial, LLC | 23.8K | $1.32M | −$33.9K | Cut−$10.7K |
| Mayflower Financial Advisors, LLC | 23.6K | $1.31M | −$5.85K | Added$1.08M |
| Harbor Asset Planning, Inc. | 22.8K | $1.26M | −$32.9K | Cut−$22.8K |
| Private Wealth Partners, LLC | 22.8K | $1.26M | −$33.1K | Cut−$61.4K |
| NORTH STAR ASSET MANAGEMENT INC | 22.7K | $1.26M | −$12.3K | Added$773.1K |
| CoreCap Advisors, LLC | 22.7K | $1.25M | −$32.9K | Cut−$423.8K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 21.4K | $1.25M | $25.2K | Cut−$777.2K |
| IFC & Insurance Marketing, Inc. | 22.2K | $1.22M | $1.22M | Added$1.22M |
| FOUNDERS FINANCIAL SECURITIES LLC | 21.3K | $1.22M | $14K | Added$73.4K |
| Code Waechter LLC | 22K | $1.21M | −$31.9K | Cut−$31.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 21.6K | $1.2M | −$16.4K | Added$553.1K |
| Prospect Financial Services LLC | 21.5K | $1.19M | −$31.2K | Cut−$53.9K |
| MELFA WEALTH MANAGEMENT, INC. | 20.8K | $1.15M | −$28.6K | Added$29.4K |
| Forefront Wealth Partners, LLC | 20K | $1.11M | −$29K | Cut−$326K |
| Pathfinder Wealth Consulting, Inc. | 20K | $1.1M | −$28.7K | Cut−$17K |
| Waverly Advisors, LLC | 19.9K | $1.1M | −$28.2K | Cut−$3.52K |
| Cornerstone Planning Group LLC | 18.6K | $1.09M | $555 | Added$1.05M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 19.8K | $1.09M | −$28.4K | Cut−$15.3K |
| Creative Planning | 19.8K | $1.09M | −$28.1K | Cut−$8.44K |
| LVZ, Inc. | 19.5K | $1.08M | −$27.5K | Added$5.56K |
| FLORIDA FINANCIAL ADVISORS, LLC | 19.5K | $1.08M | −$6.34K | Added$830.5K |
| Hubbell Strickland Wealth Management, LLC | 19.4K | $1.07M | −$22.4K | Added$195.4K |
| High Net Worth Advisory Group LLC | 19.2K | $1.06M | −$27.9K | Cut−$27.9K |
| CPC Advisors, LLC | 18.7K | $1.04M | −$27.1K | Cut−$184.6K |
| SWEENEY & MICHEL, LLC | 18K | $1.03M | −$42.7K | Cut−$28.6K |
| Onyx Financial Advisors, LLC | 18.4K | $1.02M | −$23K | Added$119.4K |
| Focus Partners Wealth | 18.3K | $1.01M | −$18.6K | Added$289.2K |
| WealthCare Investment Partners, LLC | 18.4K | $1.01M | −$33.3K | Added$36.6K |
| Independent Wealth Network Inc. | 18.2K | $1.01M | −$20.8K | Added$191.2K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 17.6K | $971.1K | −$25.5K | Cut−$145.7K |
| XML Financial, LLC | 17.4K | $963.3K | — | New |
| Regal Investment Advisors LLC | 17.1K | $945.8K | −$22.7K | Added$58.1K |
| LEIGH BALDWIN & CO., LLC | 16.8K | $926.3K | −$21.7K | Added$66.3K |
| Fiduciary Alliance LLC | 15.6K | $906.8K | $21.3K | Added$98.5K |
| Total Clarity Wealth Management, Inc. | 16.2K | $895.5K | −$10.4K | Added$486.6K |
| BXM Wealth LLC | 16K | $883.8K | −$23.2K | Cut−$23.2K |
| Larson Financial Group LLC | 15.9K | $878.9K | −$18.9K | Added$138.2K |
| Hilton Capital Management, LLC | 15.9K | $876.4K | −$23K | Cut−$179.5K |
| Nova Wealth Management, Inc. | 15.5K | $856.4K | −$19.9K | Added$78.9K |
| Gladstone Institutional Advisory LLC | 15.1K | $832.5K | −$21.9K | Cut−$255.3K |
| Gallagher Fiduciary Advisors, LLC | 15K | $829.8K | −$21.6K | Cut−$15K |
| Ameritas Advisory Services, LLC | 14.5K | $800.9K | −$20.8K | Cut−$12.4K |
| Blue Water Asset Management | 14.4K | $793.7K | −$20.6K | Cut−$11.6K |
| LeClair Wealth Partners LLC | 14.4K | $793.7K | — | New |
| Rollins Financial Advisors, LLC | 14.2K | $784.1K | −$20.6K | Cut−$49.5K |
| Sequoia Financial Advisors, LLC | 13.9K | $766.3K | −$20.1K | Cut−$198.3K |
| Glassman Wealth Services | 13.8K | $765.1K | −$20.1K | Cut−$20.1K |
| Brookstone Capital Management | 13.6K | $749.1K | — | New |
| BROWN ADVISORY INC | 13.5K | $743.3K | −$19.5K | Cut−$19.5K |
| COMMUNITY TRUST & INVESTMENT CO | 13.5K | $743.3K | −$19.5K | Cut−$52.3K |
| CDM FINANCIAL COUNSELING SERVICES, INC. | 13.3K | $734.8K | −$19.3K | Cut−$44.4K |
| Golden State Wealth Management, LLC | 13.2K | $727.1K | −$19.1K | Cut−$1.18M |
| Signal Advisors Wealth, LLC | 12.7K | $704.2K | −$18.4K | Cut−$14.1K |
| First Heartland Consultants, Inc. | 12.7K | $698.8K | — | New |
| NICOLET BANKSHARES INC | 12.6K | $698.3K | — | New |
Who left
- Systelligence, LLC$17.6M
- Orion Porfolio Solutions, LLC$6.87M
- RFG Advisory, LLC$6.5M
- Citadel$5.21M
- Biondo Investment Advisors, LLC$2.25M
- J.W. COLE ADVISORS, INC.$2.04M
- Capital Advisory Group Advisory Services, LLC$1.81M
- Y-Intercept (Hong Kong) Ltd$1.46M
- FOUNDATIONS INVESTMENT ADVISORS, LLC$1.41M
- IFG Advisory, LLC$668K
- Triad Wealth Partners, LLC$607.7K
- BARTLETT & CO. WEALTH MANAGEMENT LLC$579.3K
- Apollon Wealth Management, LLC$455.2K
- FSA Advisors, Inc.$421.4K
- Sovereign Financial Group, Inc.$324.7K
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.