Stock
Reported value
$2.05B
Holders
309
+22 new · −37 exited
Holders’ est. mark
$15.6M
Price effect on 236 books still in the name
Largest holder
$317.5M
SEI INVESTMENTS CO
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $1.04M
- Icahn Capital0.0% · $1.53M
- Fidelity0.0% · $1.63M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SEI INVESTMENTS CO | 2.66M | $317.5M | $1.96M | Added$8.49M |
| ASPIRIANT, LLC | 2.44M | $291.4M | $1.83M | Added$5.69M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.73M | $206.5M | $1.31M | Cut−$29.2M |
| BlackRock, Inc. | 1.36M | $162M | $982.7K | Added$8.43M |
| BANK OF AMERICA CORP /DE/ | 1.21M | $144.9M | $921.3K | Cut−$3.12M |
| 1832 Asset Management L.P. | 924.1K | $110.4M | $702.3K | Cut−$211.9K |
| LPL Financial LLC | 723.2K | $86.4M | $534K | Added$2.99M |
| UBS Group AG | 500.6K | $59.8M | $279.1K | Added$16.2M |
| MORGAN STANLEY | 412.3K | $49.3M | $305.5K | Added$1.55M |
| JANE STREET GROUP, LLC | 392.8K | $46.9M | $72K | Added$35.7M |
| ENVESTNET ASSET MANAGEMENT INC | 193.5K | $23.1M | $147.1K | Cut−$880.9K |
| DORVAL Corp | 180.5K | $21.6M | $133.7K | Added$677.8K |
| JPMORGAN CHASE & CO | 177K | $20.9M | −$144.4K | Added$700.6K |
| WELLS FARGO & COMPANY/MN | 166.8K | $19.9M | $105.4K | Added$3.48M |
| Rockefeller Capital Management L.P. | 150.5K | $18M | $114.4K | Cut−$304.5K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 134.6K | $16.1M | $102.3K | Cut−$663.9K |
| Ackerman Capital Advisors, LLC | 129.4K | $15.5M | $98.4K | Added$63.3K |
| HB Wealth Management, LLC | 122.7K | $14.7M | $93.3K | Cut−$343.2K |
| Patriot Financial Group Insurance Agency, LLC | 119.3K | $14.3M | $44.6K | Added$7.28M |
| AMERIPRISE FINANCIAL INC | 116K | $13.9M | $108.9K | Cut−$14.7M |
| RAYMOND JAMES FINANCIAL INC | 110.9K | $13.3M | $82.4K | Added$378.2K |
| Equitable Holdings, Inc. | 104.4K | $12.4M | −$1 | Added$411.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 93.9K | $11.2M | $71.4K | Cut−$996.6K |
| Tacita Capital Inc | 89.2K | $10.7M | $66.9K | Added$203.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 88.3K | $10.6M | $67K | Cut−$43.2K |
| Mariner, LLC | 88.1K | $10.5M | $66.9K | Cut−$424.2K |
| Kestra Advisory Services, LLC | 85.5K | $10.2M | $63.5K | Added$282.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 85.2K | $10.2M | $55.4K | Cut−$1.79M |
| Dynamic Advisor Solutions LLC | 80.9K | $9.67M | $57.2K | Added$746.2K |
| TRUIST FINANCIAL CORP | 79.6K | $9.51M | $60.5K | Cut−$77.5K |
| Sequoia Financial Advisors, LLC | 78.8K | $9.41M | $59K | Added$191.4K |
| Beacon Pointe Advisors, LLC | 74.6K | $8.91M | $44.5K | Added$1.95M |
| GLENMEDE TRUST CO NA | 72.9K | $8.72M | $55.4K | Cut−$1.7M |
| JONES FINANCIAL COMPANIES LLLP | 72.8K | $8.54M | −$57.4K | Added$4.05M |
| MERCER GLOBAL ADVISORS INC /ADV | 65.3K | $7.8M | $49.6K | Cut−$4.17M |
| ROYAL BANK OF CANADA | 63.3K | $7.57M | $47.5K | Cut−$1.95M |
| Cetera Investment Advisers | 59.8K | $7.14M | $44.9K | Added$146.7K |
| Parkway Wealth Management Group, LLC | 52K | $6.31M | $133.5K | Cut−$603.9K |
| Choate Investment Advisors | 49.3K | $5.89M | — | New |
| OSAIC HOLDINGS, INC. | 48.8K | $5.83M | $36.3K | Added$139.1K |
| IRON Financial LLC | 48.4K | $5.79M | $36.8K | Cut−$409.9K |
| SYM FINANCIAL Corp | 48.2K | $5.76M | $34.4K | Added$396.6K |
| NATIONAL BANK OF CANADA /FI/ | 48.1K | $5.76M | $47.2K | Added$705.1K |
| Apella Capital, LLC | 45.5K | $5.56M | — | New |
| ALLIANCEBERNSTEIN L.P. | 42.2K | $5.02M | $0 | Added$8.55K |
| Cadent Capital Advisors, LLC | 37.6K | $4.5M | $28.5K | Cut−$285.3K |
| Brookstone Capital Management | 36.2K | $4.33M | $26K | Added$269.7K |
| Annex Advisory Services, LLC | 35.5K | $4.24M | $27K | Cut−$1.68M |
| CWM, LLC | 34.1K | $4.08M | $3.98M | Added$4.08M |
| GSG Advisors LLC | 33.4K | $4M | $25K | Added$93.2K |
| &PARTNERS | 33.4K | $3.99M | $25.3K | Cut−$259.3K |
| HighTower Advisors, LLC | 33K | $3.94M | $25.2K | Cut−$58K |
| Creekside Partners | 31.6K | $3.77M | $24K | Cut−$34.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 31.1K | $3.72M | $9.17K | Added$2.29M |
| Merit Financial Group, LLC | 30.3K | $3.62M | $23K | Added$26.4K |
| OLD NATIONAL BANCORP /IN/ | 30.1K | $3.6M | $22.6K | Added$62.5K |
| CAPTRUST FINANCIAL ADVISORS | 29K | $3.47M | $22K | Cut−$247K |
| PRUDENTIAL PLC | 25.6K | $3.06M | $13.7K | Added$919.1K |
| Selby Wealth Management, LLC | 22.3K | $2.66M | $16.8K | Cut−$90.4K |
| Perigon Wealth Management, LLC | 20.6K | $2.46M | $15.6K | Cut−$107.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.5K | $2.45M | — | New |
| K2 Financial Inc. | 19.9K | $2.4M | $24.5K | Added$127K |
| Hudson Oak Wealth Advisory LLC | 19.2K | $2.29M | $13.8K | Added$137.8K |
| Arcus Capital Partners, LLC | 17.8K | $2.13M | $13.6K | Cut−$77.9K |
| FWG Investments, LLC. | 17.1K | $2.05M | $13K | Added$13K |
| Balentine LLC | 16.8K | $2.01M | $12.6K | Added$40.2K |
| U.S. Capital Wealth Advisors, LLC | 16.6K | $1.98M | $9.86K | Added$436.5K |
| CIBC WORLD MARKET INC. | 15.6K | $1.87M | $11.8K | Added$29.7K |
| Stratos Wealth Advisors, LLC | 15.6K | $1.87M | $11.8K | Cut−$2.08K |
| XY Planning Network, Inc. | 15.2K | $1.81M | $11.7K | Added$8.95K |
| Ausdal Financial Partners, Inc. | 14.3K | $1.71M | $10.9K | Added$542 |
| John A. Wolfe & Associates, Inc. | 14.1K | $1.69M | $1.2M | Cut−$234K |
| Clearstead Advisors, LLC | 13.7K | $1.64M | $10.4K | Added$12.9K |
| Fidelity | 13.7K | $1.63M | $8.99K | Added$222.4K |
| Chatterton & Associates Inc. | 13K | $1.57M | $32.3K | Added$81.2K |
| Visionary Wealth Advisors | 13.1K | $1.56M | $9.94K | Cut−$7.28K |
| Independent Advisor Alliance | 13K | $1.55M | $1.66K | Added$1.29M |
| Icahn Capital | 12.8K | $1.53M | $5.76K | Added$626.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12.7K | $1.52M | $9.69K | Added$2.56K |
| Sanctuary Advisors, LLC | 12.7K | $1.52M | $9.68K | Cut−$291.1K |
| Professional Financial Advisors, LLC | 12.6K | $1.5M | $7.9K | Added$277.2K |
| NewEdge Wealth, LLC | 12K | $1.43M | $9.09K | Added$9.09K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11.8K | $1.41M | $8.99K | Added$10.1K |
| ARKANSAS FINANCIAL GROUP, INC. | 11.5K | $1.4M | $33.1K | Added$33.1K |
| Valmark Advisers, Inc. | 11.6K | $1.39M | $8.87K | Cut−$1.05M |
| PLANNING DIRECTIONS INC | 11.4K | $1.36M | $8.67K | Added$8.67K |
| Portland Financial Advisors Inc | 11.3K | $1.35M | $8.61K | Cut−$89.5K |
| Ameritas Advisory Services, LLC | 11.1K | $1.32M | $8.29K | Added$28.6K |
| Mutual Advisors, LLC | 11K | $1.32M | $7.35K | Added$168.2K |
| Focus Partners Wealth | 9.27K | $1.31M | $212.2K | Added$25.7K |
| RIK SAYLOR FINANCIAL, INC. | 10.8K | $1.29M | $8.08K | Added$7.49K |
| Creative Planning | 10.8K | $1.29M | $6.74K | Added$241.2K |
| Csenge Advisory Group | 10.5K | $1.25M | $7.45K | Added$90.4K |
| Alesco Advisors LLC | 10.4K | $1.25M | $7.94K | Added$7.93K |
| Cerity Partners LLC | 10.4K | $1.24M | $7.88K | Cut−$16.6K |
| Waverly Advisors, LLC | 9.93K | $1.19M | $7.55K | Cut−$66.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.72K | $1.17M | — | New |
| Savant Capital, LLC | 9.23K | $1.1M | $7.01K | Cut−$278.7K |
| WBH ADVISORY INC | 9.16K | $1.09M | $7.03K | Added$11.2K |
| Snowden Capital Advisors LLC | 9.08K | $1.08M | $6.78K | Cut−$33.7K |
| Pinnacle Financial Partners, Inc. | 8.82K | $1.05M | $6.72K | Cut−$88.3K |
| Renaissance Technologies | 8.66K | $1.04M | — | New |
| Bond & Devick Financial Network, Inc. | 8.33K | $995.2K | $6.33K | Added$6.33K |
| Connecticut Wealth Management, LLC | 8.15K | $974.2K | — | New |
| BROWN BROTHERS HARRIMAN & CO | 7.87K | $940.3K | $5.98K | Added$5.98K |
| NewEdge Advisors, LLC | 21.7K | $935.1K | −$1.64M | Cut−$2.52M |
| Bellwether Advisors, LLC | 7.77K | $929K | $5.87K | Cut−$6.36K |
| Integrated Wealth Concepts LLC | 7.64K | $913.5K | $4.85K | Added$155.8K |
| Milestones Private Investment Advisors LLC | 7.48K | $893.7K | $5.66K | Cut−$716.7K |
| PFG Advisors | 7.29K | $871.2K | $5.48K | Cut−$1.22M |
| Stratos Wealth Partners, LTD. | 6.99K | $835.9K | $5.33K | Cut−$54.8K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6.98K | $834.7K | $4.61K | Added$112.9K |
| Granite Harbor Advisors, Inc. | 6.96K | $832K | $5.29K | Added$5.29K |
| Well Done, LLC | 6.92K | $827.1K | $4.86K | Added$67.4K |
| GOLDMAN SACHS GROUP INC | 6.91K | $826.2K | $5.25K | Cut−$9.59K |
| Geneos Wealth Management Inc. | 6.87K | $820.4K | $5.22K | Added$4.39K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6.78K | $810.2K | $5.15K | Added$5.15K |
| West Family Investments, Inc. | 5.17K | $804.8K | $9.39K | Added$9.39K |
| MAI Capital Management | 6.42K | $766.9K | $4.88K | Cut−$69.2K |
| TBH Global Asset Management, LLC | 6.37K | $761.3K | $2.23K | Added$408.6K |
| Corient Private Wealth LLC | 6.36K | $759.9K | $4.83K | Added$1.15K |
| Farther Finance Advisors, LLC | 6.29K | $752.2K | $71 | Added$741K |
| PRINCIPAL SECURITIES, INC. | 6.03K | $720.4K | $4.28K | Added$51.5K |
| STIFEL FINANCIAL CORP | 5.87K | $701.5K | $4.29K | Added$22.2K |
| Wealthspire Advisors, LLC | 5.82K | $695K | $4.37K | Cut−$29.6K |
| Concurrent Investment Advisors, LLC | 5.79K | $692.4K | $4.4K | Cut−$2.48K |
| FIFTH THIRD BANCORP | 5.78K | $691.1K | — | New |
| Wealth Dimensions Group, Ltd. | 5.71K | $682.9K | $4.34K | Added$4.34K |
| SILVER OAK SECURITIES, INCORPORATED | 5.67K | $677K | $1.15K | Cut−$25.2K |
| Diversified Enterprises, LLC | 5.64K | $674.2K | $4.29K | Cut−$36.3K |
| Bryant Woods Investment Advisors, LLC | 5.51K | $658.7K | $4.19K | Cut−$15.1K |
| Integrity Wealth Partners, LLC | 5.5K | $657.4K | — | Held |
| Kingsview Wealth Management, LLC | 5.46K | $652.8K | $4.15K | Cut−$56.8K |
| United Advisor Group, LLC | 5.31K | $634.7K | $3.95K | Added$17.1K |
| TD Waterhouse Canada Inc. | 5.29K | $631.2K | $1.41K | Added$345.3K |
| Summit Financial, LLC | 5.24K | $626.6K | $3.98K | Cut−$28.7K |
| HSBC HOLDINGS PLC | 5.17K | $617.9K | $2.16K | Added$281K |
| Armbruster Capital Management, Inc. | 5.16K | $616.7K | $3.92K | Added$3.92K |
| LifeGoal Investments, LLC | 5.16K | $616.7K | $3.97K | Added$3.97K |
| MML INVESTORS SERVICES, LLC | 5.14K | $614K | $3.9K | Cut−$137.4K |
| Tempo Wealth, LLC | 5.14K | $613.9K | $3.97K | Cut−$777 |
| OneDigital Investment Advisors LLC | 5.06K | $604.3K | $3.83K | Added$5.27K |
| NORTHERN TRUST CORP | 5.03K | $600.7K | $3.82K | Cut−$21K |
| Bulwark Capital Corp | 4.86K | $580.6K | — | New |
| Aspetuck Financial Management LLC | 4.67K | $558.1K | $3.55K | Added$3.55K |
| Strategic Financial Concepts, LLC | 4.62K | $551.7K | $3.1K | Added$66.9K |
| MONECO ADVISORS, LLC | 4.6K | $550K | $2.38K | Added$176K |
| Turtle Creek Wealth Advisors, LLC | 4.6K | $549.9K | $3.5K | Added$3.5K |
| BLAIR WILLIAM & CO/IL | 4.58K | $547.8K | $3.48K | Added$3.48K |
| PNC Financial Services Group, Inc. | 4.49K | $537K | $3.46K | Added$3.35K |
| LANDAAS & CO /WI /ADV | 4.49K | $536.8K | $3.41K | Added$3.41K |
| WHITTIER TRUST CO OF NEVADA INC | 4.42K | $530.9K | $4.37K | Added$1.39K |
| Private Advisor Group, LLC | 4.39K | $525.2K | $3.34K | Cut−$9.25K |
| MAGNOLIA CAPITAL ADVISORS LLC | 4.29K | $512.5K | $3.21K | Added$11.3K |
| HARBOUR INVESTMENTS, INC. | 4.21K | $503.4K | $3.23K | Cut−$754.2K |
| World Investment Advisors | 4.02K | $480.6K | $3.06K | Added$3.06K |
| PDS Planning, Inc | 4.01K | $479.4K | $3.05K | Added$3.05K |
| BANK OF MONTREAL /CAN/ | 3.74K | $447.4K | $2.76K | Added$15.7K |
| US BANCORP \DE\ | 3.65K | $436K | $2.77K | Cut−$24.1K |
| Asset Dedication, LLC | 3.65K | $435.9K | $2.77K | Added$2.77K |
| Sensible Money, LLC | 3.65K | $435.9K | $2.77K | Added$2.77K |
| Stewardship Advisors, LLC | 3.63K | $433.9K | $2.61K | Added$26.9K |
| Rathbones Group PLC | 3.53K | $421.6K | $2.42K | Added$44.4K |
| EXENCIAL WEALTH ADVISORS, LLC | 3.47K | $415.2K | $2.62K | Added$6.32K |
| Cassady Wealth & Retirement Planning, LLC | 3.34K | $404.4K | $7.57K | Added$8.42K |
| Van Hulzen Asset Management, LLC | 3.36K | $401.2K | $2.55K | Cut−$10.9K |
| Trilogy Capital Inc. | 3.34K | $399.3K | $1.81K | Added$116.4K |
| AE Wealth Management LLC | 3.33K | $398.3K | $2.53K | Cut−$3.52K |
| Freedom Investment Management, Inc. | 3.23K | $385.8K | $2.45K | Cut−$16K |
| Investment Partners Asset Management, Inc. | 3.23K | $385.8K | $2.45K | Added$2.45K |
| Stanich Group LLC | 3.2K | $382K | $2.55K | Added$2.67K |
| EASTERN BANK | 3.17K | $379.1K | $2.41K | Added$2.41K |
| GTS SECURITIES LLC | 3.16K | $377.2K | $2.4K | Cut−$87.9K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 3.02K | $361.5K | $2.3K | Added$2.3K |
| Western Wealth Management, LLC | 3.02K | $360.6K | $2.29K | Added$2.29K |
| COFG Advisors, LLC | 3.02K | $360.4K | $2.29K | Added$2.29K |
| Vestment Financial LLC | 2.83K | $344.9K | $5.7K | Added$77.3K |
| Keystone Financial Group | 2.84K | $339.7K | $2.16K | Added$2.16K |
| Focus Financial Network, Inc. | 2.83K | $337.8K | $2.1K | Cut−$63.9K |
| Hilltop Partners LLC | 2.82K | $336.5K | $2.14K | Cut−$3.8K |
| WPG Advisers, LLC | 2.8K | $334.1K | $2.12K | Cut−$4.76K |
| Joel Isaacson & Co., LLC | 2.74K | $327.9K | $1.89K | Added$31.8K |
| Parisi Gray Wealth Management | 2.71K | $324K | $2.06K | Added$2.06K |
| Birchwood Financial Partners, Inc. | 2.69K | $321.4K | $2.04K | Cut−$6.86K |
| CVFG LLC | 2.67K | $319.1K | $2.03K | Added$247 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2.57K | $307K | $1.95K | Added$1.95K |
| Empowered Funds, LLC | 2.53K | $302.6K | — | New |
| Focus Partners Advisor Solutions, LLC | 2.52K | $300.7K | $1.92K | Cut−$16.5K |
| FIRST AMERICAN BANK | 2.5K | $298.8K | $1.9K | Added$1.9K |
| WP Advisors, LLC | 2.38K | $284.9K | $1.81K | Added$1.81K |
| CAHILL FINANCIAL ADVISORS INC | 2.38K | $284.4K | $1.57K | Added$39.5K |
| Steward Partners Investment Advisory, LLC | 2.36K | $281.8K | $1.79K | Added$724 |
| First Heartland Consultants, Inc. | 2.34K | $279.7K | $1.78K | Added$709 |
| BSW Wealth Partners | 2.3K | $275.1K | $1.75K | Added$1.75K |
| Argent Trust Co | 2.3K | $274.9K | $1.75K | Added$1.75K |
| NorthRock Partners, LLC | 2.29K | $274.3K | $1.86K | Added$1.63K |
| Genesis Wealth Advisors, LLC | 2.27K | $271.5K | $1.73K | Added$1.73K |
| Advisory Services Network, LLC | 2.25K | $269.3K | $1.63K | Added$14.3K |
| Aureum Wealth Management, LLC | 2.25K | $268.9K | $1.71K | Added$1.71K |
| Pure Financial Advisors, LLC | 2.24K | $267.5K | $1.7K | Added$1.7K |
| Lynx Investment Advisory | 2.21K | $263.5K | $1.65K | Added$5.83K |
| Baird Financial Group, Inc. | 2.19K | $261.2K | $1.66K | Added$1.66K |
| CGN Advisors LLC | 2.19K | $261.2K | $1.66K | Added$1.66K |
| Graves Light Lenhart Wealth, Inc. | 2.15K | $256.3K | $1.63K | Added$1.63K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.14K | $255.3K | $1.62K | Added$1.62K |
| Sherman Wealth Management LLC | 2.12K | $252.8K | $1.61K | Cut−$648 |
| Cresset Asset Management, LLC | 2.1K | $251K | $1.6K | Added$1.6K |
| SFMG, LLC | 2.1K | $250.9K | $1.6K | Added$1.59K |
| Operose Advisors LLC | 2.06K | $246.4K | $1.55K | Cut−$9.5K |
| Twelve Points Wealth Management LLC | 2.03K | $242.6K | $81 | Cut−$4.7K |
| PATTEN & PATTEN INC/TN | 2.02K | $241.2K | $1.53K | Added$1.53K |
| Independent Wealth Network Inc. | 2.01K | $240.3K | $1.41K | Added$20.6K |
| Strategic Blueprint, LLC | 1.99K | $237.2K | $1.51K | Cut−$51.2K |
| Veery Capital, LLC | 1.98K | $237K | $1.51K | Added$1.51K |
| Sunrise Financial Services, LLC | 1.98K | $236.4K | $1.51K | Cut−$376.1K |
| Accurate Wealth Management, LLC | 1.96K | $235.6K | $1K | Cut−$23.7K |
| CALTON & ASSOCIATES, INC. | 1.96K | $233.6K | $1.47K | Cut−$77.6K |
| Lee Financial Co | 1.93K | $231.1K | $1.47K | Added$1.47K |
| Soltis Investment Advisors LLC | 1.93K | $230.1K | $1.46K | Added$1.46K |
| Arax Advisory Partners | 1.91K | $228.3K | $1.45K | Cut−$59.1K |
| OneAscent Wealth Management LLC | 1.89K | $225.5K | $1.43K | Cut−$9.73K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.88K | $225.2K | $4 | Added$224.4K |
| Mascoma Wealth Management LLC | 1.86K | $222.3K | $1.41K | Added$1.41K |
| Hyundai Investments Co., Ltd. | 1.86K | $218.8K | −$2.62K | Cut−$166.1K |
| COMPASS CAPITAL CORP /MA/ /ADV | 1.81K | $218.8K | −$4.53K | Cut−$3.69K |
| Symmetry Partners, LLC | 1.83K | $218.7K | $1.39K | Added$1.39K |
| Daner Wealth Management, LLC | 1.79K | $216.5K | −$4.9K | Cut−$4.9K |
| Ferguson Shapiro LLC | 1.8K | $215.4K | — | New |
| Syntegra Private Wealth Group, LLC | 1.8K | $214.7K | $1.37K | Cut−$5.64K |
| Koenig Investment Advisory, LLC | 1.8K | $214.6K | −$8.3K | Cut−$8.3K |
| Apeiron RIA LLC | 1.79K | $213.4K | $1.34K | Added$3.5K |
| Y-Intercept (Hong Kong) Ltd | 1.77K | $211.9K | $1.35K | Added$1.35K |
| Safeguard Investment Advisory Group, LLC | 1.74K | $207.8K | $1.32K | Added$1.32K |
| JMG Financial Group, Ltd. | 1.74K | $207.7K | $1.32K | Added$1.32K |
| Lebenthal Global Advisors, LLC | 1.73K | $206.5K | $1.31K | Cut−$17.8K |
| Vanguard National Trust Co | 1.73K | $206.3K | — | Held |
| CFM WEALTH PARTNERS LLC | 1.71K | $204.1K | $1.3K | Added$1.3K |
| AdvisorNet Financial, Inc | 1.37K | $164K | $1.04K | Added$1.04K |
| Pacific Center for Financial Services | 1.28K | $152.5K | −$544 | Added$1.13K |
| Allworth Financial LP | 1.12K | $134K | $852 | Cut−$35K |
| Rossby Financial, LCC | 1.11K | $132.3K | — | New |
| Triumph Capital Management | 1.1K | $131.2K | $772 | Added$10.6K |
| Capital Investment Advisory Services, LLC | 1.01K | $120.8K | $769 | Added$769 |
| Colonial Trust Advisors | 1K | $119.5K | $760 | Added$760 |
| Smartleaf Asset Management LLC | 980 | $115.5K | −$1.38K | Cut−$23.6K |
| Wealth Enhancement Trust Services, Inc. | 905 | $108.2K | $688 | Added$688 |
| ASSETMARK, INC | 886 | $105.9K | $572 | Added$16.5K |
| Holos Integrated Wealth LLC | 854 | $102.3K | $990 | Cut−$24.5K |
| Spire Wealth Management | 787 | $94.1K | $598 | Added$598 |
| Silver Grove Financial Group, Inc. | 760 | $90.8K | — | New |
Who left
- SEARCY FINANCIAL SERVICES INC /ADV$27.2M
- Fiera Capital Corp$7.98M
- Allianz Asset Management GmbH$3.41M
- TFB Advisors LLC$1.67M
- Citadel$1.47M
- Granite FO LLC$1.29M
- Philip James Wealth Mangement, LLC$1.16M
- Diversify Advisory Services, LLC$1.11M
- MILLENNIUM MANAGEMENT LLC$655.5K
- J.W. COLE ADVISORS, INC.$481.2K
- Cox Capital Mgt LLC$437.7K
- PRELUDE CAPITAL MANAGEMENT, LLC$358.6K
- Tranquility Partners, LLC$316.9K
- Dorsey & Whitney Trust CO LLC$296.9K
- Garde Capital, Inc.$291.1K
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.