Stock
Reported value
$1.38B
Holders
325
+17 new · −25 exited
Holders’ est. mark
−$98.2M
Price effect on 237 books still in the name
Largest holder
$123.4M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $3.66M
- Icahn Capital0.0% · $610.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 1.29M | $123.4M | −$11.1M | Cut−$20.3M |
| MORGAN STANLEY | 1.09M | $104.1M | −$9.33M | Cut−$11.6M |
| Equitable Holdings, Inc. | 991.9K | $103.2M | $0 | Cut−$139M |
| WELLS FARGO & COMPANY/MN | 692.4K | $66.1M | −$5.93M | Cut−$8.59M |
| ENVESTNET ASSET MANAGEMENT INC | 597.6K | $57.1M | −$3.9M | Added$9.66M |
| Cetera Investment Advisers | 596.1K | $56.9M | −$4.52M | Added$1.94M |
| Clearstead Trust, LLC | 557.9K | $53.3M | −$4.24M | Added$1.68M |
| BANK OF AMERICA CORP /DE/ | 451.1K | $43.1M | −$3.86M | Cut−$9.13M |
| JPMORGAN CHASE & CO | 424.6K | $38.9M | −$4.94M | Cut−$2.63M |
| GM Advisory Group, LLC | 356.1K | $34M | −$2.85M | Cut−$674.5K |
| RAYMOND JAMES FINANCIAL INC | 353.9K | $33.8M | −$1.9M | Added$10.7M |
| B&D White Capital Company, LLC | 347.4K | $33.2M | −$2.97M | Cut−$16.9M |
| AMERIPRISE FINANCIAL INC | 342.3K | $32.7M | −$2.84M | Cut−$1.76M |
| COMMONWEALTH EQUITY SERVICES, LLC | 311.2K | $29.7M | −$2.66M | Cut−$6.66M |
| McKinley Carter Wealth Services, Inc. | 270.8K | $25.9M | −$2.32M | Cut−$12.5M |
| OSAIC HOLDINGS, INC. | 250K | $23.9M | −$2.14M | Cut−$2.38M |
| MML INVESTORS SERVICES, LLC | 242.1K | $23.1M | −$2.07M | Cut−$6.52M |
| UBS Group AG | 215.9K | $20.6M | −$1.85M | Cut−$16.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 155.9K | $15.1M | −$895.4K | Added$4.29M |
| LongView Wealth Management | 136.1K | $14.3M | −$83K | Cut−$1.24M |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 142.8K | $13.6M | −$1.22M | Cut−$1.34M |
| Mariner, LLC | 142.3K | $13.6M | −$1.19M | Cut−$805.1K |
| Rockefeller Capital Management L.P. | 136.4K | $13M | −$1.17M | Cut−$4.55M |
| Corient Private Wealth LLC | 127.7K | $12.2M | −$1.07M | Cut−$866.3K |
| Prime Capital Investment Advisors, LLC | 122.2K | $11.7M | −$1M | Cut−$499K |
| Cornerstone Wealth Management, LLC | 109.7K | $10.5M | −$939.1K | Cut−$1M |
| TWO SIGMA INVESTMENTS, LP | 106.7K | $10.2M | −$515.3K | Added$3.92M |
| ROYAL BANK OF CANADA | 96.4K | $9.21M | −$825.5K | Cut−$1.88M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 92K | $8.78M | −$787.5K | Cut−$963.7K |
| Investors Research Corp | 90.8K | $8.67M | −$697.7K | Added$194.1K |
| CAPTRUST FINANCIAL ADVISORS | 85K | $8.11M | −$727.5K | Cut−$790.9K |
| Bank of New York Mellon Corp | 71.2K | $6.8M | −$336.6K | Added$2.71M |
| Marietta Wealth Management, LLC | 70.4K | $6.72M | −$598.3K | Cut−$552.9K |
| CWM, LLC | 66.7K | $6.37M | $6.36M | Added$6.36M |
| &PARTNERS | 64.5K | $6.16M | −$497.1K | Added$120.7K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 64.4K | $6.15M | −$526.9K | Cut−$257.1K |
| Aptus Capital Advisors, LLC | 61.2K | $5.84M | −$523.5K | Cut−$560.4K |
| Sunburst Financial Group, LLC | 59.4K | $5.67M | −$480.5K | Cut−$172.2K |
| IHT Wealth Management, LLC | 57.9K | $5.53M | −$493K | Cut−$461.4K |
| Merit Financial Group, LLC | 54.2K | $5.18M | −$464.1K | Cut−$507.8K |
| JOHNSON INVESTMENT COUNSEL INC | 53.4K | $5.1M | −$457.3K | Cut−$470.8K |
| Steward Partners Investment Advisory, LLC | 53.4K | $5.1M | −$455K | Cut−$432.3K |
| Ipsen Advisor Group LLC | 52.8K | $5.04M | −$452.2K | Cut−$566.2K |
| Arcadia Wealth Management, LLC | 52.2K | $4.98M | −$409K | Added$9.49K |
| Strategic Financial Concepts, LLC | 52K | $4.97M | −$362.1K | Added$567.1K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 49.6K | $4.73M | −$424.2K | Cut−$462.2K |
| MONEY CONCEPTS CAPITAL CORP | 44.5K | $4.25M | −$381.3K | Cut−$984.6K |
| Retirement Planning Group, LLC | 41.8K | $3.99M | −$358.1K | Cut−$358.1K |
| Elevation Capital Advisory, LLC | 41.5K | $3.96M | — | New |
| Creative Planning | 41.4K | $3.95M | −$340.4K | Cut−$183K |
| Madison Wealth Partners, Inc | 41.1K | $3.92M | −$343.6K | Cut−$253.7K |
| Sanctuary Advisors, LLC | 40.8K | $3.9M | −$290.1K | Added$369.6K |
| Northwest Wealth Advisors, LLC | 40.4K | $3.86M | −$317.2K | Added$4.51K |
| Fidelity | 38.4K | $3.66M | −$270.5K | Added$377K |
| VestGen Advisors, LLC | 31.3K | $3.59M | $330.6K | Added$7.03K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 35.6K | $3.4M | −$304.5K | Cut−$304.5K |
| Corsicana & Co. | 41.1K | $3.33M | −$948.2K | Cut−$1.22M |
| JIM SAULNIER & ASSOCIATES, LLC | 33K | $3.15M | −$282.2K | Cut−$311.7K |
| Bawa N Mallick Trust | 32.9K | $3.14M | −$281.3K | Cut−$281.3K |
| CITIGROUP INC | 32.7K | $3.12M | −$280.1K | Cut−$342K |
| Brand Asset Management Group, Inc. | 32.6K | $3.11M | −$278.7K | Cut−$363.9K |
| Farther Finance Advisors, LLC | 31.2K | $3.02M | −$228.5K | Cut−$5.25M |
| GenWealth Group, Inc. | 31.2K | $2.98M | −$313.8K | Cut−$330.6K |
| Orion Porfolio Solutions, LLC | 30.1K | $2.87M | −$195.5K | Added$494.1K |
| Private Advisor Group, LLC | 29.7K | $2.84M | −$254.5K | Cut−$370.5K |
| STEINBERGANNA WEALTH MANAGEMENT | 29.2K | $2.79M | −$249.7K | Cut−$496K |
| Advisory Services Network, LLC | 28.8K | $2.75M | −$242.9K | Cut−$204.4K |
| GOLDMAN SACHS GROUP INC | 27.8K | $2.66M | — | New |
| STIFEL FINANCIAL CORP | 27.6K | $2.63M | −$235.8K | Cut−$237.6K |
| Financial Engines Advisors L.L.C. | 27.3K | $2.61M | −$141.3K | Added$888.8K |
| ASHTON THOMAS SECURITIES, LLC | 26.9K | $2.57M | — | New |
| Savant Capital, LLC | 26.8K | $2.56M | −$229.1K | Cut−$229.1K |
| Independent Advisor Alliance | 26.3K | $2.51M | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 26.3K | $2.51M | −$201.8K | Added$54.9K |
| ASSETMARK, INC | 24.9K | $2.38M | −$196.8K | Cut−$11.5K |
| Asempa Wealth Advisors | 24.3K | $2.35M | −$177.4K | Cut−$173.6K |
| JONES FINANCIAL COMPANIES LLLP | 25.3K | $2.34M | −$236K | Added$216.6K |
| North Star Investment Management Corp. | 24.1K | $2.3M | −$206K | Cut−$206K |
| RWA WEALTH PARTNERS, LLC | 23.8K | $2.27M | −$203.7K | Cut−$452.2K |
| Arkadios Wealth Advisors | 23.7K | $2.27M | −$202.2K | Cut−$193.2K |
| Kestra Advisory Services, LLC | 22.6K | $2.16M | −$139.4K | Added$467.2K |
| Shira Ridge Wealth Management | 22.2K | $2.12M | −$190.4K | Cut−$190.4K |
| Pinnacle Financial Group, LLC / IL | 21.8K | $2.08M | −$186.9K | Cut−$186.7K |
| Focus Financial Network, Inc. | 21.3K | $2.03M | −$181.9K | Cut−$709.4K |
| Horst & Graben Wealth Management LLC | 18.2K | $2.02M | $119.3K | Added$64.7K |
| Cape Investment Advisory, Inc. | 20.5K | $1.95M | −$175.1K | Cut−$227.1K |
| Greykasell Wealth Strategies, Inc. | 20.4K | $1.94M | −$174.3K | Cut−$188.6K |
| Beacon Financial Advisory LLC | 19.4K | $1.85M | −$165K | Cut−$154.8K |
| DAYMARK WEALTH PARTNERS, LLC | 19.3K | $1.84M | −$164.8K | Cut−$242.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 19.1K | $1.83M | −$163.9K | Cut−$5.32M |
| HighTower Advisors, LLC | 18.6K | $1.78M | −$159.3K | Cut−$272.7K |
| Proactive Wealth Strategies LLC | 18.5K | $1.76M | −$80K | Added$791.3K |
| XML Financial, LLC | 17.9K | $1.71M | −$153.2K | Cut−$153.2K |
| Prosperity Consulting Group, LLC | 17.2K | $1.65M | −$147.5K | Cut−$155.4K |
| KANE INVESTMENT MANAGEMENT, INC. | 16.8K | $1.6M | −$143.8K | Cut−$240.8K |
| SILVER OAK SECURITIES, INCORPORATED | 16.7K | $1.59M | −$20.6K | Added$1.36M |
| Essex Financial Services, Inc. | 16.6K | $1.58M | −$141.4K | Cut−$136.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 15.9K | $1.52M | −$132.7K | Cut−$90.9K |
| Towerpoint Wealth, LLC | 15.9K | $1.52M | −$136.2K | Cut−$229.4K |
| Gladstone Institutional Advisory LLC | 15.8K | $1.51M | −$135.5K | Cut−$2.14M |
| NEUBERGER BERMAN GROUP LLC | 15.6K | $1.49M | −$133.2K | Cut−$133.2K |
| ROMAN BUTLER FULLERTON & CO | 14.7K | $1.48M | −$50.8K | Added$8.86K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 15.5K | $1.48M | −$132.8K | Cut−$130.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 15.3K | $1.47M | −$129.7K | Cut−$112.1K |
| FIFTH THIRD BANCORP | 15.2K | $1.45M | −$16.8K | Added$1.25M |
| Geneos Wealth Management Inc. | 15.1K | $1.44M | −$128.9K | Cut−$137.9K |
| Key Financial Inc | 15K | $1.44M | −$66.3K | Added$630.6K |
| TRUIST FINANCIAL CORP | 15K | $1.43M | −$127.1K | Cut−$111.4K |
| Kingsview Wealth Management, LLC | 14.8K | $1.42M | −$104.3K | Added$149.3K |
| DAVENPORT & Co LLC | 14.8K | $1.41M | −$126.9K | Cut−$149.8K |
| Sigma Planning Corp | 14.5K | $1.39M | −$124.2K | Cut−$161.5K |
| Paragon Private Wealth Management, LLC | 13.9K | $1.32M | −$93.9K | Added$182.3K |
| GWN SECURITIES INC. | 13.6K | $1.3M | −$116.2K | Cut−$110.3K |
| Greenspring Advisors, LLC | 13.6K | $1.3M | −$116.1K | Cut−$116.1K |
| Pinnacle Bancorp, Inc. | 13.5K | $1.29M | −$115.6K | Cut−$115.4K |
| Rodgers & Associates, LTD | 13.4K | $1.28M | −$115.1K | Cut−$115.6K |
| Csenge Advisory Group | 12.7K | $1.21M | −$108.8K | Cut−$142.9K |
| MAI Capital Management | 12.5K | $1.19M | −$107K | Cut−$105.8K |
| Lido Advisors, LLC | 12.5K | $1.19M | −$109.5K | Cut−$107K |
| B. Riley Wealth Advisors, Inc. | 12.6K | $1.16M | −$156.3K | Cut−$431.1K |
| Integrated Wealth Concepts LLC | 11.9K | $1.13M | −$73.8K | Added$234.8K |
| OPPENHEIMER & CO INC | 11.7K | $1.12M | −$20.1K | Added$875.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.6K | $1.11M | −$99.4K | Cut−$803.6K |
| Brio Consultants, LLC | 9.75K | $1.09M | $65.3K | Added$165.8K |
| EVOLVE PRIVATE WEALTH, LLC | 11.2K | $1.07M | −$82.3K | Added$72.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11.1K | $1.06M | −$94.1K | Cut−$85K |
| PRINCIPAL SECURITIES, INC. | 10.9K | $1.05M | −$85.8K | Added$2.73K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 10.9K | $1.04M | −$81.5K | Cut−$33.3K |
| Hershey Financial Advisers, LLC | 10.9K | $1.04M | −$78.1K | Added$90.6K |
| Wealthquest Corp | 9.85K | $1.02M | $0 | Held |
| Indivisible Partners | 10.2K | $969.7K | −$48.9K | Added$375.8K |
| Wealthcare Advisory Partners LLC | 10.1K | $969K | −$72.3K | Added$90.5K |
| Cooper Financial Group | 9.65K | $921K | −$82.5K | Cut−$82.5K |
| JGP Wealth Management, LLC | 9.52K | $909.4K | −$81.5K | Cut−$517.2K |
| ANB BANK | 9.38K | $895.3K | −$80.3K | Cut−$81.3K |
| Focus Partners Wealth | 9.34K | $891.3K | −$79.9K | Cut−$315.4K |
| Goldstein Advisors, LLC | 9.22K | $880.8K | −$79K | Cut−$104.5K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 9.09K | $868.2K | −$77.8K | Cut−$77.8K |
| ADELL HARRIMAN & CARPENTER INC | 8.93K | $852.5K | −$76.4K | Cut−$239.4K |
| PINNACLE ASSOCIATES LTD | 8.65K | $825.6K | −$74K | Cut−$73.9K |
| Summit Financial, LLC | 8.62K | $822.8K | −$73.8K | Cut−$132.7K |
| Livet Wealth, LLC | 8.58K | $819.4K | −$73.1K | Cut−$68K |
| Nvest Financial, LLC | 8.41K | $803.5K | −$72.1K | Cut−$81.3K |
| GTS SECURITIES LLC | 8.34K | $796.4K | −$34.5K | Added$376.8K |
| Summit Asset Management, LLC | 8.29K | $791.1K | −$70.9K | Cut−$70.9K |
| PRIVATE TRUST CO NA | 8.09K | $772.1K | −$69.2K | Cut−$80.5K |
| HB Wealth Management, LLC | 8.09K | $772K | −$69.2K | Cut−$69.2K |
| Atria Investments, Inc | 8.06K | $769.2K | −$48.3K | Added$181.6K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 8K | $763.8K | −$68.5K | Cut−$68.5K |
| CATALYST FINANCIAL PARTNERS LLC | 7.85K | $749.5K | −$67.2K | Cut−$67.2K |
| Cedar Point Capital Partners, LLC | 7.82K | $746.9K | −$65.2K | Cut−$46.1K |
| GW HENSSLER & ASSOCIATES LTD | 7.68K | $733K | −$65.7K | Cut−$65.7K |
| HHM Wealth Advisors, LLC | 7.63K | $728K | −$65.3K | Cut−$65.3K |
| US BANCORP \DE\ | 7.54K | $719.7K | −$58.2K | Added$12.8K |
| LRI Investments, LLC | 7.23K | $690.3K | −$61.9K | Cut−$61.9K |
| Drake & Associates, LLC | 7.23K | $690.2K | −$61.9K | Cut−$204.6K |
| Fortune 45 LLC | 6.94K | $662.8K | −$60.7K | Cut−$60K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.89K | $658K | −$59K | Cut−$90.1K |
| Vision Capital Management, Inc. | 6.74K | $643.5K | −$57.7K | Cut−$57.7K |
| BlackRock, Inc. | 6.74K | $643.2K | −$36K | Added$205.1K |
| Sunbelt Securities, Inc. | 6.54K | $624K | −$56K | Cut−$55.7K |
| Icahn Capital | 6.39K | $610.6K | — | New |
| PATTEN & PATTEN INC/TN | 6.22K | $594.1K | −$53.3K | Cut−$53.3K |
| Envestnet Portfolio Solutions, Inc. | 6.19K | $591.1K | −$53K | Cut−$132.9K |
| BLAIR WILLIAM & CO/IL | 6.16K | $588.1K | −$52.7K | Cut−$52.5K |
| Optivise Advisory Services LLC | 6.08K | $580.2K | −$48.5K | Cut−$8.6K |
| Red Tortoise LLC | 6.04K | $576.7K | −$51.7K | Cut−$55.2K |
| Outlook Wealth Advisors, LLC | 6.03K | $575.8K | −$51.6K | Cut−$51.6K |
| MKT Advisors LLC | 5.81K | $567.1K | −$41.7K | Cut−$41.6K |
| MATHER GROUP, LLC. | 5.84K | $557.3K | −$50K | Cut−$50K |
| Cornerstone Financial Group, LLC /NE/ | 5.04K | $556.8K | $32.7K | Added$33.3K |
| Plotkin Financial Advisors, LLC | 5.71K | $545.7K | −$48.9K | Cut−$48.9K |
| NOMURA ASSET MANAGEMENT CO LTD | 5.71K | $545.1K | −$48.9K | Cut−$48.9K |
| Archer Investment Corp | 5.68K | $542.2K | −$1.37K | Added$525.6K |
| Midwest Financial Partners Investments, Inc. | 5.5K | $525.6K | −$47.1K | Cut−$47.1K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.49K | $523.7K | −$47K | Cut−$53.4K |
| Cornerstone Wealth Group, LLC | 4.86K | $523.2K | $17.5K | Added$17.5K |
| INVESTED ADVISORS | 5.41K | $516.4K | −$46.3K | Cut−$64.7K |
| Avantra Family Wealth, Inc. | 5.4K | $515.6K | −$46.2K | Cut−$46.2K |
| Bouchey Financial Group Ltd | 5.06K | $512.4K | −$14K | Cut−$14K |
| Mutual Advisors, LLC | 5.33K | $508.7K | −$38.8K | Added$36.6K |
| Courage Miller Partners, LLC | 5.18K | $494.6K | −$44.3K | Cut−$44.3K |
| Merited Wealth, LLC | 5.13K | $489.7K | — | New |
| SK Wealth Management, LLC | 4.87K | $472.8K | −$41.7K | Cut−$41.2K |
| Milestone Investment Advisors LLC | 4.83K | $460.7K | −$41.3K | Cut−$88.1K |
| Aspect Partners, LLC | 4.75K | $454K | −$40.7K | Cut−$40.7K |
| PNC Financial Services Group, Inc. | 4.74K | $452.2K | −$37.5K | Cut−$3.81K |
| Wealthspire Advisors, LLC | 4.63K | $442.4K | −$39.6K | Cut−$41.1K |
| FLAGSTAR ADVISORS INC | 4.61K | $440.4K | −$39.4K | Cut−$77.3K |
| SCS Capital Management LLC | 4.58K | $436.8K | −$39.2K | Cut−$39.2K |
| Valpey Financial Services, LLC | 4.57K | $436.2K | −$39K | Cut−$38.7K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.51K | $431.1K | −$38.6K | Cut−$103.6K |
| Paladin Advisory Group, LLC | 4.49K | $428.7K | −$38.4K | Cut−$38.4K |
| LJI Wealth Management, LLC | 4.43K | $422.7K | −$37.3K | Cut−$30.9K |
| Strategic Blueprint, LLC | 4.33K | $413.9K | −$33.5K | Added$6.01K |
| REDSTONE WEALTH MANAGEMENT, LLC | 4.28K | $408.8K | −$36.6K | Cut−$36.6K |
| Roof Eidam Maycock Peralta, LLC | 4.25K | $405.8K | −$36.4K | Cut−$36.4K |
| Syntegra Private Wealth Group, LLC | 4.24K | $405.2K | −$36.3K | Cut−$36.3K |
| Annex Advisory Services, LLC | 4.18K | $398.9K | −$35.8K | Cut−$35.8K |
| Accel Wealth Management | 4.07K | $388.7K | −$34.9K | Cut−$64.3K |
| New Insight Wealth Advisors | 3.9K | $372.6K | −$33.4K | Cut−$88.1K |
| Cerity Partners LLC | 3.85K | $368K | −$21.1K | Added$111.1K |
| Sequoia Financial Advisors, LLC | 3.74K | $357.1K | −$32K | Cut−$32K |
| COMMERCE BANK | 3.7K | $353.6K | −$31.7K | Cut−$74.7K |
| Paragon Capital Management Ltd | 3.63K | $347K | −$31.1K | Cut−$51.9K |
| World Investment Advisors | 3.46K | $330.4K | −$29.5K | Cut−$58.7K |
| Gilman Hill Asset Management, LLC | 3.46K | $330.4K | −$29.6K | Cut−$29.6K |
| Beacon Pointe Advisors, LLC | 3.31K | $316.2K | — | New |
| BROWN ADVISORY INC | 3.3K | $314.8K | −$26.2K | Cut−$3.36K |
| Kovack Advisors, Inc. | 3.25K | $314.7K | −$24K | Cut−$90.4K |
| EP Wealth Advisors, LLC | 3.21K | $306.6K | −$27.5K | Cut−$27.5K |
| Baird Financial Group, Inc. | 3.18K | $303.4K | −$27.2K | Cut−$819.4K |
| Laurel Wealth Advisors LLC | 2.6K | $298.5K | $28K | Added$28K |
| Evanson Asset Management, LLC | 3.1K | $296K | −$26.5K | Cut−$26.5K |
| Valeo Financial Advisors, LLC | 3.02K | $288.7K | — | New |
| EAGLE GLOBAL ADVISORS LLC | 3.02K | $287.9K | −$25.8K | Cut−$57K |
| Fiduciary Alliance LLC | 2.69K | $287.1K | $7.06K | Added$7.06K |
| Good Harbor Advisors, Inc. | 3K | $286.4K | −$25.7K | Cut−$25.7K |
| M&T Bank Corp | 3K | $286.4K | — | New |
| Kelman-Lazarov, Inc. | 2.97K | $283.2K | −$25.4K | Cut−$25.3K |
| First Heartland Consultants, Inc. | 2.95K | $281.6K | −$25.2K | Cut−$24.9K |
| Joel Adams & Associates, Inc. | 2.95K | $281.3K | −$25.2K | Cut−$24.9K |
| AlphaCore Capital LLC | 2.85K | $272.1K | −$24.4K | Cut−$123.2K |
| StoneX Group Inc. | 2.81K | $267.8K | −$24K | Cut−$24K |
| Stratos Wealth Advisors, LLC | 2.8K | $267.4K | −$24K | Cut−$23.7K |
| RFG Advisory, LLC | 2.79K | $266.1K | −$19.7K | Added$26.1K |
| Stratos Wealth Partners, LTD. | 2.78K | $265.6K | −$23.8K | Cut−$49.8K |
| Nilsine Partners, LLC | 2.4K | $265.4K | $15.7K | Added$15.7K |
| Elevation Wealth Management LLC | 2.76K | $263.7K | −$23.6K | Cut−$38.6K |
| KPP Advisory Services LLC | 2.76K | $263.3K | −$23.6K | Cut−$23.6K |
| HARBOUR INVESTMENTS, INC. | 2.75K | $263K | — | New |
| Kaydan Wealth Management, Inc. | 2.75K | $262.6K | −$23.5K | Cut−$23.5K |
| SOA Wealth Advisors, LLC. | 2.71K | $258.9K | −$23.2K | Cut−$23.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.37K | $258K | — | New |
| Sherman Wealth Management LLC | 2.64K | $252.3K | −$22.6K | Cut−$22.5K |
| Platt Investment Counsel, LLC | 2.64K | $251.9K | −$22.6K | Cut−$60.2K |
| WBH ADVISORY INC | 2.56K | $248K | — | New |
| McHugh Group, LLC | 2.53K | $241.6K | −$21.7K | Cut−$21.7K |
| Cornerstone Advisory, LLC | 2.52K | $240.9K | −$21.6K | Cut−$21.3K |
| First Interstate Bank | 2.5K | $238.7K | −$21.4K | Cut−$21.4K |
| EASTERN BANK | 2.49K | $237.7K | −$21.3K | Cut−$21.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.47K | $235.9K | −$21.1K | Cut−$21K |
| BridgePort Financial Solutions, LLC | 2.47K | $235.6K | −$21.1K | Cut−$21.1K |
| OPINICUS CAPITAL, INC. | 2.44K | $233.1K | −$20.9K | Cut−$61.6K |
| Destination Wealth Management | 2.41K | $229.8K | −$20.6K | Cut−$20.6K |
| Family Investment Center, Inc. | 2.4K | $229K | −$20.5K | Cut−$20.5K |
| Blue Sky Capital Consultants Group, Inc. | 2.38K | $227.2K | −$20.4K | Cut−$20.4K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2.33K | $222K | −$19.9K | Cut−$19.9K |
| Arlington Financial Advisors, LLC | 2.25K | $215K | — | New |
| PGIM Custom Harvest LLC | 2.25K | $214.8K | −$19.3K | Cut−$19.3K |
Who left
- One Capital Management, LLC$2.74M
- NewEdge Advisors, LLC$1.91M
- Triad Wealth Partners, LLC$1.18M
- Milestones Private Investment Advisors LLC$931.6K
- Wharton Business Group, LLC$769.9K
- IFG Advisory, LLC$432.1K
- J.W. COLE ADVISORS, INC.$376.4K
- ASPIRIANT, LLC$376K
- Arax Advisory Partners$320K
- Murphy, Middleton, Hinkle & Parker, Inc.$308.2K
- Fulcrum Equity Management$263.2K
- Diversify Advisory Services, LLC$215.7K
- 5T Wealth, LLC$213.4K
- Cadent Capital Advisors, LLC$210.8K
- MLP3, LLC$208.1K
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.