Stock
Reported value
$319.9M
Holders
275
+39 new · −37 exited
Holders’ est. mark
−$48.5M
Price effect on 212 books still in the name
Largest holder
$31.5M
COMMONWEALTH EQUITY SERVICES, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $238.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 6.17M | $31.5M | −$7.4M | Cut−$12.6M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 4.01M | $20.4M | — | New |
| Thomas J. Herzfeld Advisors, Inc. | 3.68M | $18.8M | −$2.28M | Added$6.8M |
| Arkadios Wealth Advisors | 3.56M | $18.2M | −$131.8K | Added$17.5M |
| Wagner Wealth Management, LLC | 3.47M | $17.7M | −$473.1K | Added$15.2M |
| LPL Financial LLC | 2.29M | $11.7M | −$2.75M | Cut−$4.35M |
| Cetera Investment Advisers | 2.26M | $11.5M | −$2.72M | Cut−$6.78M |
| ENVESTNET ASSET MANAGEMENT INC | 2.21M | $11.3M | −$1.57M | Added$3.05M |
| Pathstone Holdings, LLC | 2.03M | $10.3M | — | New |
| VISTA FINANCE, LLC | 1.99M | $10.2M | −$2.39M | Cut−$2.9M |
| Blackstone Inc. | 1.66M | $8.48M | −$2M | Cut−$2M |
| Rockefeller Capital Management L.P. | 1.58M | $8.07M | −$1.55M | Cut−$88.5K |
| MORGAN STANLEY | 1.52M | $7.74M | −$1.82M | Cut−$2.63M |
| Summit Financial, LLC | 1.15M | $5.86M | −$1.28M | Cut−$865.6K |
| Matisse Capital | 1.13M | $5.78M | −$1.08M | Added$126.5K |
| OSAIC HOLDINGS, INC. | 1.11M | $5.65M | −$1.33M | Cut−$1.81M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.1M | $5.62M | — | New |
| RAYMOND JAMES FINANCIAL INC | 952.5K | $4.86M | −$1.14M | Cut−$1.49M |
| Ellis Investment Partners, LLC | 891.5K | $4.55M | −$1.02M | Cut−$810.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 815.5K | $4.16M | −$968.7K | Cut−$926.5K |
| Advisors Asset Management, Inc. | 784.6K | $4M | −$908.7K | Cut−$769.3K |
| Patriot Financial Group Insurance Agency, LLC | 739.2K | $3.77M | −$430.6K | Added$1.51M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 558.7K | $2.85M | −$394K | Added$854.2K |
| North Ground Capital | 525K | $2.68M | −$32.8K | Added$2.51M |
| HARBOUR INVESTMENTS, INC. | 510.5K | $2.6M | −$508.7K | Cut−$67.3K |
| &PARTNERS | 505.3K | $2.58M | −$606.4K | Cut−$678.4K |
| Invesco Ltd. | 502.6K | $2.56M | −$546.7K | Cut−$307.2K |
| Kestra Advisory Services, LLC | 478K | $2.44M | −$547.5K | Cut−$436.7K |
| Kovack Advisors, Inc. | 466.2K | $2.4M | −$253.7K | Added$1.01M |
| Noble Wealth Management PBC | 431.9K | $2.2M | −$479.1K | Cut−$312.4K |
| Castleview Partners, LLC | 431.9K | $2.2M | −$351.8K | Added$355.4K |
| Prime Capital Investment Advisors, LLC | 399K | $2.03M | −$478.8K | Cut−$648.7K |
| U.S. Capital Wealth Advisors, LLC | 388.4K | $1.98M | — | New |
| RIVERBRIDGE PARTNERS LLC | 385.3K | $1.96M | −$253K | Added$636.7K |
| Diversified Enterprises, LLC | 375.8K | $1.92M | −$158.4K | Added$1.09M |
| CERTIOR FINANCIAL GROUP, LLC | 362.6K | $1.85M | −$347.7K | Added$23.9K |
| Mariner, LLC | 340.7K | $1.74M | −$408.8K | Cut−$692.4K |
| Stratos Wealth Partners, LTD. | 337.3K | $1.72M | −$401.2K | Cut−$385.7K |
| Cornerstone Wealth Management, LLC | 301.6K | $1.54M | −$361.9K | Cut−$602.4K |
| Fund Advisors of America Inc/FL | 275.4K | $1.4M | −$330.4K | Cut−$565.6K |
| Closed-End Fund Advisors, Inc. | 264.2K | $1.35M | −$317.1K | Cut−$381.3K |
| CHOREO, LLC | 238K | $1.21M | −$148.9K | Added$412.8K |
| Quarry LP | 221.5K | $1.13M | −$150.3K | Added$340.6K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 178.6K | $910.8K | −$214.3K | Cut−$226.3K |
| Miller Global Investments, LLC | 177.5K | $905K | −$212.9K | Cut−$213.8K |
| ROYAL BANK OF CANADA | 171.6K | $875K | −$206.1K | Cut−$205K |
| Modern Wealth Management, LLC | 168.5K | $868K | −$193.8K | Cut−$276.1K |
| Inspire Advisors, LLC | 169.9K | $866.3K | −$45.2K | Added$629.1K |
| Ausdal Financial Partners, Inc. | 166.7K | $850K | −$200K | Cut−$423.4K |
| JANE STREET GROUP, LLC | 165.2K | $842.6K | −$198.3K | Cut−$2.52M |
| Trivium Point Advisory, LLC | 153.3K | $781.7K | −$174.6K | Cut−$135.1K |
| IHT Wealth Management, LLC | 146.3K | $746.2K | −$169.2K | Cut−$141.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 146.5K | $743K | −$197.8K | Cut−$575.5K |
| Creative Planning | 140.7K | $717.5K | −$167.4K | Cut−$161.5K |
| UBS Group AG | 136.7K | $697.3K | −$164.1K | Cut−$338.6K |
| HighTower Advisors, LLC | 135.4K | $690.4K | −$51.6K | Added$419.5K |
| WEST MICHIGAN ADVISORS, LLC | 134.7K | $686.8K | −$161.6K | Cut−$309.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 134.1K | $684K | −$161K | Cut−$244.9K |
| Merit Financial Group, LLC | 129.9K | $662.3K | −$155.8K | Cut−$492.5K |
| OPPENHEIMER & CO INC | 129.6K | $661K | −$149.9K | Cut−$126K |
| Alpine Global Management, LLC | 126.2K | $643.8K | — | New |
| Allen Capital Group, LLC | 125.2K | $638.7K | −$150.3K | Cut−$165.4K |
| ROBINSON CAPITAL MANAGEMENT, LLC | 120.8K | $637.6K | −$41.1K | Added$383.7K |
| Inscription Capital, LLC | 123.5K | $630.1K | −$148.3K | Cut−$150.6K |
| Kathmere Capital Management, LLC | 120.1K | $612.4K | −$144.1K | Cut−$144.1K |
| CWM, LLC | 114.2K | $582.4K | $581.7K | Added$580.6K |
| Wealthcare Advisory Partners LLC | 107.3K | $547.4K | −$128.8K | Cut−$130.6K |
| Cerity Partners LLC | 104.8K | $534.5K | −$24.8K | Added$404.1K |
| RFG Advisory, LLC | 101.9K | $519.9K | −$122.3K | Cut−$252.9K |
| Steward Partners Investment Advisory, LLC | 96.9K | $494.4K | −$113.9K | Cut−$103.4K |
| Investmark Advisory Group LLC | 94.2K | $480.6K | −$113.1K | Cut−$135.4K |
| Private Advisor Group, LLC | 94.1K | $479.9K | −$112.9K | Cut−$636.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 93.6K | $477.2K | −$67K | Added$125.3K |
| Virtus Investment Advisers, LLC | 91.9K | $468.6K | −$110.3K | Cut−$117.9K |
| TrueMark Investments, LLC | 91K | $464.1K | — | New |
| WealthPlan Investment Management, LLC | 90.1K | $459.7K | −$108.2K | Cut−$142.5K |
| Geneos Wealth Management Inc. | 88.7K | $452.5K | −$106.5K | Cut−$321.5K |
| Integrated Wealth Concepts LLC | 77.4K | $394.8K | −$92.9K | Cut−$120.8K |
| McAdam, LLC | 77.2K | $393.8K | −$92.7K | Cut−$171.7K |
| Signal Advisors Wealth, LLC | 76.9K | $392.3K | −$92.3K | Cut−$285K |
| Calamos Advisors LLC | 76.6K | $390.4K | — | New |
| Strong Retirement Solutions LLC | 74.7K | $380.7K | −$89.6K | Cut−$282.3K |
| Harvest Investment Services, LLC | 74.4K | $379.4K | −$89.3K | Cut−$89.3K |
| Strategic Blueprint, LLC | 69K | $351.9K | −$80.7K | Cut−$71.9K |
| Apeiron RIA LLC | 66.9K | $341.4K | −$59.9K | Cut−$76.6K |
| Rothschild Wealth LLC | 66.7K | $340.4K | −$80.1K | Cut−$80.1K |
| PFG Investments, LLC | 66.6K | $339.6K | −$79.9K | Cut−$251.9K |
| WCG Wealth Advisors LLC | 66.4K | $338.5K | −$79.7K | Cut−$122.4K |
| Smallwood Wealth Investment Management, LLC | 65.7K | $335.2K | −$78.9K | Cut−$78.9K |
| COFG Advisors, LLC | 63.8K | $325.1K | −$76.5K | Cut−$106.4K |
| Balefire, LLC | 63.3K | $322.9K | −$30.6K | Added$162.4K |
| SUMMIT WEALTH GROUP LLC / CO | 63.2K | $322.4K | −$75.9K | Cut−$835.4K |
| Maridea Wealth Management LLC | 63K | $321.2K | −$75.6K | Cut−$150.9K |
| Impact Partnership Wealth, LLC | 62.9K | $321K | −$75.5K | Cut−$75.5K |
| CAPTRUST FINANCIAL ADVISORS | 59.3K | $301.9K | −$71.9K | Cut−$252.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | 58.7K | $299.6K | −$62.4K | Cut−$28.3K |
| Huntleigh Advisors, Inc. | 57.5K | $293.4K | −$69K | Cut−$131K |
| Focus Partners Wealth | 57.3K | $292.2K | −$105.6K | Cut−$133.5K |
| Arete Wealth Advisors, LLC | 56.7K | $290.6K | $290.2K | Added$290.1K |
| IFP Advisors, Inc | 56K | $285.5K | −$67.1K | Cut−$66.7K |
| Prospera Financial Services Inc | 55.7K | $284.1K | −$66.9K | Cut−$102.7K |
| Csenge Advisory Group | 55.2K | $281.6K | −$66.3K | Cut−$66.3K |
| Centerpoint Advisory Group | 52.1K | $265.9K | −$62.6K | Cut−$125.2K |
| Andina Capital Management, LLC | 50.9K | $259.5K | −$22.4K | Added$142K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50.6K | $257.9K | −$60.3K | Cut−$58.6K |
| Retirement Planning Group, LLC | 50.1K | $255.3K | — | New |
| Apollon Wealth Management, LLC | 49.1K | $250.2K | −$58.9K | Cut−$1.44M |
| Allegiance Financial Group Advisory Services LLC | 47.7K | $243.2K | −$57.2K | Cut−$77.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 47.6K | $242.8K | −$35.9K | Added$54.1K |
| SUMMIT SECURITIES GROUP LLC | 47K | $239.7K | — | New |
| Citadel | 46.7K | $238.2K | — | New |
| Strategic Financial Partners, Ltd. | 46.4K | $236.9K | −$55.7K | Cut−$264.9K |
| Plancorp, LLC | 43.5K | $220.4K | — | New |
| Wealthspire Retirement, LLC | 42.9K | $219K | −$51.5K | Cut−$95.6K |
| Catalina Capital Group, LLC | 42.9K | $218.8K | −$51.3K | Cut−$50.6K |
| Financial Gravity Asset Management, Inc. | 41.1K | $209.7K | — | New |
| STIFEL FINANCIAL CORP | 40K | $204.1K | −$48K | Cut−$3.29M |
| Bleakley Financial Group, LLC | 39.8K | $202.8K | −$47.7K | Cut−$93.9K |
| GREAT VALLEY ADVISOR GROUP, INC. | 39.2K | $200K | −$41.9K | Cut−$20K |
| Annex Advisory Services, LLC | 38.7K | $197.5K | −$46.5K | Cut−$46.5K |
| Foundry Financial Group, Inc. | 38.1K | $194.1K | −$45.7K | Cut−$45.7K |
| Anfield Capital Management, LLC | 38K | $193.6K | −$45.5K | Cut−$45.5K |
| Marex Group plc | 37.6K | $191.8K | −$45.1K | Cut−$2.34M |
| Dean, Jacobson Financial Services, LLC | 37.5K | $191.3K | −$45K | Cut−$45K |
| WealthPLAN Partners, LLC | 36K | $183.8K | −$43.2K | Cut−$43.2K |
| Orion Porfolio Solutions, LLC | 34.3K | $174.9K | −$41.2K | Cut−$151.4K |
| BOS Asset Management, LLC | 33.5K | $171K | −$40.2K | Cut−$40.2K |
| XTX Topco Ltd | 33K | $168.3K | −$39.6K | Cut−$1.07M |
| First Heartland Consultants, Inc. | 32.5K | $165.6K | −$15.5K | Added$84.3K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 31.3K | $159.4K | −$22.8K | Added$39.6K |
| Moors & Cabot, Inc. | 30.7K | $156.6K | −$36.9K | Cut−$58.7K |
| Dunhill Financial, LLC | 30.3K | $154.5K | −$36.3K | Cut−$36.3K |
| Jacobi Capital Management LLC | 30.1K | $153.5K | −$35.5K | Cut−$32.6K |
| Clark Asset Management, LLC | 30K | $152.9K | −$36K | Cut−$36K |
| Legacy Capital Wealth Partners, LLC | 28.8K | $146.9K | −$34.6K | Cut−$34.6K |
| Van Hulzen Asset Management, LLC | 28.7K | $146.4K | −$34.5K | Cut−$34.5K |
| Capital CS Group, LLC | 28.6K | $146K | −$33.2K | Cut−$28.1K |
| Intrua Financial, LLC | 28.6K | $145.8K | −$32.6K | Cut−$25.2K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 28.4K | $144.6K | −$34K | Cut−$71.8K |
| EJMK Ventures LLC | 27.2K | $138.5K | −$32.6K | Cut−$32.6K |
| Allworth Financial LP | 26.9K | $137.2K | −$32.3K | Cut−$236.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | 26.4K | $134.5K | −$31.6K | Cut−$31.6K |
| INTEGRITY ALLIANCE, LLC. | 26.2K | $133.8K | −$23.9K | Added$8.6K |
| Jefferies Financial Group Inc. | 26.1K | $133.1K | — | New |
| World Investment Advisors | 26K | $132.4K | −$31.2K | Cut−$67.3K |
| AE Wealth Management LLC | 25.9K | $132.3K | −$31.1K | Cut−$31.1K |
| Stewardship Advisors, LLC | 25.9K | $132.1K | −$31.1K | Cut−$31.1K |
| MFA Wealth Services | 25.8K | $131.6K | −$30.6K | Cut−$29.1K |
| Beacon Pointe Advisors, LLC | 25.6K | $130.3K | −$30.5K | Cut−$29.9K |
| Mission Hills Financial Advisory, LLC | 25.5K | $130.2K | −$16.3K | Added$44.5K |
| Sanctuary Advisors, LLC | 25.3K | $129.1K | −$30.4K | Cut−$71.7K |
| Golden State Wealth Management, LLC | 25.1K | $127.9K | −$30.1K | Cut−$229.7K |
| NOMURA HOLDINGS INC | 25K | $127.5K | −$30K | Cut−$109.8K |
| LexAurum Advisors, LLC | 24.9K | $127.2K | — | Held |
| Capital Asset Advisory Services LLC | 23.7K | $124.3K | −$27.7K | Cut−$27.7K |
| Jump Financial, LLC | 24.3K | $123.8K | — | New |
| Presidio Capital Management, LLC | 24.1K | $122.9K | −$28.3K | Cut−$25.4K |
| Independent Wealth Network Inc. | 23.6K | $120.6K | −$28.4K | Cut−$198.8K |
| Concurrent Investment Advisors, LLC | 23.3K | $118.7K | −$27.9K | Cut−$335.7K |
| Advisory Advocates, LLC | 22.5K | $114.8K | −$24.6K | Cut−$14.4K |
| CHANNEL WEALTH LLC | 22.1K | $112.6K | −$26.5K | Cut−$156.2K |
| Cannon Advisors, Inc. | 21.8K | $111.3K | −$28.2K | Cut−$24.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 21.8K | $111.2K | −$26.2K | Cut−$382K |
| Farther Finance Advisors, LLC | 21.6K | $111K | −$11K | Added$50.7K |
| Carnegie Lake Advisors LLC | 21.7K | $110.5K | −$26K | Cut−$26K |
| Heritage Family Offices, LLP | 21.6K | $110.3K | −$26K | Cut−$91.1K |
| Mill Creek Capital Advisors, LLC | 21.4K | $109.3K | −$25.7K | Cut−$25.7K |
| VANCE WEALTH, LLC | 21.2K | $108.1K | −$25.4K | Cut−$25.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 21K | $106.9K | −$25.2K | Cut−$25.2K |
| Brookstone Capital Management | 20.2K | $102.8K | −$24.2K | Cut−$42.5K |
| TRUIST FINANCIAL CORP | 20.1K | $102.4K | −$24.1K | Cut−$24.1K |
| TWO SIGMA SECURITIES, LLC | 19.6K | $100K | −$23.5K | Cut−$48.5K |
| ASL Financial, LLC | 19.4K | $98.8K | −$23.2K | Cut−$23.2K |
| Tidal Investments LLC | 19.3K | $98.3K | — | New |
| PATTON ALBERTSON MILLER GROUP, LLC | 19.1K | $97.7K | −$23K | Cut−$23K |
| OxenFree Capital LLC | 18.7K | $97.1K | −$20.8K | Cut−$20.8K |
| Atlas Private Wealth Advisors | 18.8K | $96.1K | −$22.6K | Cut−$38.3K |
| Venture Visionary Partners LLC | 18.8K | $95.7K | −$22.5K | Cut−$22.5K |
| Cadence Wealth Management LLC | 18.7K | $95.6K | −$21.7K | Cut−$18.4K |
| Western Wealth Management, LLC | 18.7K | $95.1K | −$22.4K | Cut−$38.3K |
| EVOLVE PRIVATE WEALTH, LLC | 18.1K | $92.2K | −$21.7K | Cut−$21.7K |
| VESTIA PERSONAL WEALTH ADVISORS | 17.3K | $88.4K | −$22.1K | Cut−$18.5K |
| Financially in Tune, LLC | 17.3K | $88.2K | −$20.7K | Cut−$20.7K |
| McGowan Group Asset Management, Inc. | 17.2K | $87.9K | — | New |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 17.2K | $87.8K | −$20.7K | Cut−$20.7K |
| TCFG Investment Advisors, LLC | 17K | $86.7K | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 17K | $86.7K | — | New |
| Haverford Trust Co | 16.9K | $86.1K | — | New |
| LIBERTY WEALTH MANAGEMENT LLC | 17K | $86K | — | New |
| GREENLEAF TRUST | 16.8K | $85.7K | — | New |
| BENJAMIN EDWARDS INC | 16.7K | $85K | −$17.2K | Cut−$5.22K |
| ACTION POINT FINANCIAL PLANNING, LLC | 16.6K | $84.7K | — | Held |
| Valley Financial Group, Inc. | 16.3K | $83K | −$19.5K | Cut−$19.5K |
| Symmetry Partners, LLC | 16K | $81.6K | −$19.2K | Cut−$19.2K |
| Fiduciary Alliance LLC | 15.6K | $81.1K | −$16.7K | Cut−$13.9K |
| Gen-Wealth Partners Inc | 15.8K | $80.7K | −$19K | Cut−$19K |
| Lido Advisors, LLC | 15.6K | $79.8K | — | New |
| Global Assets Advisory, LLC | 15.6K | $79.6K | −$18.7K | Cut−$88.3K |
| Apella Capital, LLC | 15K | $78.6K | — | New |
| Lakeridge Wealth Management LLC | 15.4K | $78.4K | −$18.1K | Cut−$16.7K |
| Rehmann Capital Advisory Group | 15.2K | $77.7K | — | New |
| BLB&B Advisors, LLC | 15.2K | $77.5K | −$18.2K | Cut−$18.2K |
| Townsend & Associates, Inc | 15K | $77.4K | −$19.8K | Cut−$19.8K |
| Avidian Wealth Enterprises, LLC | 15.1K | $76.9K | −$18.1K | Cut−$18.1K |
| Valeo Financial Advisors, LLC | 15K | $76.7K | −$18.1K | Cut−$19K |
| MGO ONE SEVEN LLC | 14.8K | $75.3K | −$17.7K | Cut−$32.7K |
| US BANCORP \DE\ | 14.2K | $72.2K | −$17K | Cut−$23.3K |
| GERBER, LLC | 14.1K | $71.8K | −$16.9K | Cut−$16.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 13.9K | $70.9K | −$16.7K | Cut−$16.7K |
| Perigon Wealth Management, LLC | 13.7K | $69.9K | −$16.4K | Cut−$47K |
| Freestate Advisors LLC | 13.7K | $69.7K | −$15.8K | Cut−$13.4K |
| Arax Advisory Partners | 13.6K | $69.4K | −$16.3K | Cut−$426.3K |
| Koshinski Asset Management, Inc. | 13.4K | $68.5K | −$16.1K | Cut−$38.5K |
| WELLS FARGO & COMPANY/MN | 13.3K | $67.6K | −$850 | Added$63.2K |
| Independent Advisor Alliance | 13.2K | $67.5K | — | New |
| Advisor OS, LLC | 13K | $66.3K | — | New |
| Compass Ion Advisors, LLC | 12.8K | $65.3K | −$15.4K | Cut−$15.4K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 12.7K | $64.7K | −$14.9K | Cut−$13.8K |
| TRB Wealth Management, LLC | 12.5K | $63.9K | — | Held |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 12.5K | $63.6K | −$14.4K | Cut−$12.2K |
| BridgePort Financial Solutions, LLC | 12.2K | $62.4K | −$14.7K | Cut−$14.7K |
| Financial Partners Group, Inc | 12.1K | $61.8K | −$11.5K | Cut−$10.3K |
| Tyche Wealth Partners LLC | 12.1K | $61.7K | −$14.5K | Cut−$14.5K |
| BIP Wealth, LLC | 11.8K | $60.2K | — | New |
| Modera Wealth Management, LLC | 11.7K | $59.6K | — | New |
| Visionary Wealth Advisors | 11.5K | $58.9K | −$13.5K | Cut−$12.1K |
| Glen Eagle Advisors, LLC | 11.5K | $58.4K | −$13.3K | Cut−$11.4K |
| Aptus Capital Advisors, LLC | 11.3K | $57.9K | −$13.6K | Cut−$14.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 10.8K | $55.2K | — | New |
| Amicus Financial Advisors, LLC | 10.8K | $55.2K | −$13K | Cut−$44.8K |
| CoreCap Advisors, LLC | 10.8K | $55.1K | −$12.7K | Cut−$11.5K |
| Second Line Capital, LLC | 10.4K | $54.7K | −$10.9K | Cut−$17.6K |
| Cooper Financial Group | 10.6K | $53.8K | −$12.7K | Cut−$12.6K |
| CPC Advisors, LLC | 10.5K | $53.8K | −$12.7K | Cut−$12.7K |
| Madrid Wealth Management, LLC | 10.3K | $52.4K | −$12.3K | Cut−$12.3K |
| Marshall Financial Group, LLC | 10.2K | $52.1K | −$12.3K | Cut−$12.3K |
| Belpointe Asset Management LLC | 10.2K | $51.8K | — | New |
| Wilmington Savings Fund Society, FSB | 10K | $51K | — | New |
| AdvisorNet Financial, Inc | 9.68K | $49.4K | −$11.6K | Cut−$47.6K |
| Rosenberg Matthew Hamilton | 8.86K | $45.2K | −$10.6K | Cut−$10.6K |
| AMERIFLEX GROUP, INC. | 8.33K | $42.5K | −$10K | Cut−$30.3K |
| EverSource Wealth Advisors, LLC | 7.77K | $39.6K | −$9.33K | Cut−$9.33K |
| Advocate Investing Services LLC | 6.81K | $34.7K | −$8.18K | Cut−$8.18K |
| Tower Research Capital LLC (TRC) | 5.86K | $29.9K | −$575 | Added$26.8K |
| Napier Financial, LLC | 5.75K | $29.3K | — | New |
| Spire Wealth Management | 5.67K | $28.9K | −$6.8K | Cut−$6.8K |
| GHP Investment Advisors, Inc. | 5.6K | $28.6K | — | New |
| MATHER GROUP, LLC. | 5.49K | $28K | — | New |
| Millstone Evans Group, LLC | 5.47K | $27.9K | −$6.57K | Cut−$6.57K |
| Cassaday & Co Wealth Management LLC | 5.47K | $27.9K | — | New |
Who left
- FIRST TRUST ADVISORS LP$2.98M
- Bank of New York Mellon Corp$1.77M
- Baird Financial Group, Inc.$793.5K
- J.W. COLE ADVISORS, INC.$758.7K
- Bramshill Investments, LLC$645.5K
- Sequoia Financial Advisors, LLC$425.1K
- IFG Advisory, LLC$423.1K
- Steele Capital Management, Inc.$378K
- WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$287.6K
- Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$240.8K
- Strategic Advocates LLC$206.7K
- CAHABA WEALTH MANAGEMENT, INC.$180K
- NewEdge Advisors, LLC$175.6K
- PANORAMIC INVESTMENT ADVISORS, LLC$151K
- AXXCESS WEALTH MANAGEMENT, LLC$149.1K
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.