Stock
Reported value
$2.5B
Holders
284
+29 new · −35 exited
Holders’ est. mark
−$93.1M
Price effect on 227 books still in the name
Largest holder
$1.3B
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $5.27M
- Fidelity0.0% · $1.38M
- Icahn Capital0.0% · $245.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 13.9M | $1.3B | −$53.8M | Cut−$80.7M |
| Phoenix Financial Ltd. | 3.73M | $349.3M | −$8.2M | Added$142.3M |
| Fisher Asset Management, LLC | 2.26M | $211.5M | −$8.73M | Cut−$570.9M |
| BANK OF AMERICA CORP /DE/ | 1.16M | $108.8M | −$4.49M | Cut−$126.9M |
| JANE STREET GROUP, LLC | 447.5K | $41.9M | −$140.2K | Added$38.3M |
| MORGAN STANLEY | 444.7K | $41.6M | −$1.63M | Added$501.1K |
| JPMORGAN CHASE & CO | 453K | $41.6M | −$2.56M | Cut−$4.69M |
| Richard Bernstein Advisors LLC | 397K | $37.1M | −$1.53M | Cut−$87.9M |
| UBS Group AG | 287.6K | $26.9M | −$1.03M | Added$847.2K |
| WELLS FARGO & COMPANY/MN | 225.9K | $21.1M | −$872K | Cut−$1.38M |
| ROYAL BANK OF CANADA | 199.3K | $18.6M | −$770.2K | Cut−$2.37M |
| RAYMOND JAMES FINANCIAL INC | 176.6K | $16.5M | −$611.1K | Added$1.1M |
| BANK OF MONTREAL /CAN/ | 168.8K | $15.8M | −$409.4K | Added$5.46M |
| LPL Financial LLC | 152.9K | $14.3M | −$565.7K | Added$23.9K |
| HighTower Advisors, LLC | 135.6K | $12.7M | −$518.3K | Cut−$393.4K |
| Federation des caisses Desjardins du Quebec | 126.2K | $11.8M | −$486.8K | Cut−$16.4M |
| Leo Wealth, LLC | 119.7K | $11.2M | −$466.8K | Cut−$3.11M |
| Banco Santander, S.A. | 115.4K | $10.8M | −$266K | Added$4.08M |
| ENVESTNET ASSET MANAGEMENT INC | 102.3K | $9.57M | −$394.9K | Cut−$13.1M |
| Robertson Stephens Wealth Management, LLC | 93.1K | $8.71M | −$335.8K | Added$235.3K |
| Royal Fund Management, LLC | 92K | $8.61M | −$355.6K | Cut−$438.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 84K | $7.86M | −$324.2K | Cut−$2.56M |
| Mirae Asset Global Investments Co., Ltd. | 58.6K | $5.48M | −$172.2K | Added$1.14M |
| PGIM Custom Harvest LLC | 58K | $5.42M | −$176.5K | Added$967.9K |
| Citadel | 56.3K | $5.27M | −$188.5K | Added$511.3K |
| BNP PARIBAS FINANCIAL MARKETS | 54.9K | $5.14M | −$212K | Cut−$212K |
| FCA CORP /TX | 51.4K | $4.81M | −$195.8K | Cut−$132.4K |
| GOLDMAN SACHS GROUP INC | 47.1K | $4.41M | −$169.2K | Added$139.1K |
| CITIGROUP INC | 43.7K | $4.09M | −$168.7K | Cut−$184K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42.4K | $3.97M | −$158.9K | Cut−$153.2K |
| OSAIC HOLDINGS, INC. | 38.2K | $3.58M | −$148.1K | Cut−$172.1K |
| Farther Finance Advisors, LLC | 35.2K | $3.32M | −$1.35K | Added$3.28M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33.5K | $3.13M | −$90.3K | Added$851.9K |
| FIL Ltd | 31K | $2.9M | −$127.8K | Cut−$648.9K |
| Creative Planning | 29.9K | $2.8M | −$115.3K | Cut−$176.5K |
| Logan Stone Capital, LLC | 29.2K | $2.73M | −$112.6K | Cut−$108.8K |
| TD Waterhouse Canada Inc. | 29K | $2.73M | −$30.5K | Added$1.76M |
| Equitable Holdings, Inc. | 28K | $2.72M | $0 | Cut−$2.35M |
| TRUIST FINANCIAL CORP | 27.4K | $2.56M | −$100.3K | Added$28.1K |
| Vontobel Holding Ltd. | 26.7K | $2.5M | −$103.1K | Cut−$103.1K |
| Cetera Investment Advisers | 26.5K | $2.48M | −$102.3K | Cut−$2.02M |
| FRANKLIN RESOURCES INC | 26.2K | $2.45M | −$64.2K | Added$829.3K |
| Rathbones Group PLC | 25.7K | $2.41M | −$98.3K | Cut−$72.1K |
| Clarity Wealth Advisors, LLC | 24.9K | $2.33M | −$96.1K | Cut−$345.2K |
| VIAWEALTH, LLC | 22.9K | $2.14M | −$45.3K | Added$1M |
| AMERIPRISE FINANCIAL INC | 21.5K | $2.02M | −$83.6K | Cut−$82.1M |
| Kestra Advisory Services, LLC | 20.4K | $1.9M | −$20.5K | Added$1.39M |
| SCOTIA CAPITAL INC. | 20K | $1.87M | −$77K | Cut−$125.4K |
| Beacon Pointe Advisors, LLC | 19.9K | $1.86M | −$76.7K | Cut−$653.6K |
| Marotta Asset Management | 19.6K | $1.86M | −$56.6K | Cut−$56.6K |
| Private Advisor Group, LLC | 19.7K | $1.85M | −$73.3K | Cut−$5.01K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 18.4K | $1.72M | −$71.1K | Cut−$149.8K |
| HARBOUR INVESTMENTS, INC. | 18.1K | $1.7M | −$61.7K | Added$139.8K |
| JONES FINANCIAL COMPANIES LLLP | 18.4K | $1.68M | −$92.4K | Added$229.4K |
| Sanctuary Advisors, LLC | 16.9K | $1.58M | −$65.4K | Cut−$1.81M |
| Qube Research & Technologies Ltd | 16.6K | $1.55M | — | New |
| White Lighthouse Investment Management Inc. | 16.3K | $1.52M | −$62.8K | Cut−$62.8K |
| Invst, LLC | 15.6K | $1.46M | −$60.3K | Cut−$141.7K |
| STIFEL FINANCIAL CORP | 15.4K | $1.44M | −$59.3K | Cut−$409.3K |
| Anson Capital, Inc. | 15.3K | $1.43M | −$50.8K | Added$150.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.3K | $1.43M | −$59K | Cut−$735.8K |
| Rockefeller Capital Management L.P. | 14.8K | $1.38M | −$47.3K | Added$189.8K |
| Fidelity | 14.7K | $1.38M | −$58.1K | Cut−$2.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 14.2K | $1.32M | −$54.5K | Cut−$49.6K |
| DECISION INVESTMENTS, INC | 13.4K | $1.26M | −$51.8K | Cut−$93.9K |
| D.A. DAVIDSON & CO. | 13.3K | $1.24M | −$49.6K | Cut−$8.28K |
| Ipsen Advisor Group LLC | 13.2K | $1.24M | −$48.9K | Added$5.03K |
| CAPTRUST FINANCIAL ADVISORS | 12.7K | $1.19M | −$48.2K | Cut−$26.9K |
| ICICI Prudential Asset Management Co Ltd | 12.7K | $1.19M | −$48.6K | Cut−$48.6K |
| Gladstone Institutional Advisory LLC | 12.4K | $1.16M | −$22.8K | Added$581.2K |
| Snowden Capital Advisors LLC | 12.2K | $1.14M | −$45.6K | Cut−$5.71K |
| MERIDIAN INVESTMENT COUNSEL INC. | 11.7K | $1.09M | −$45.2K | Cut−$45.2K |
| NATIONAL BANK OF CANADA /FI/ | 11.7K | $1.09M | −$36.3K | Added$147.8K |
| Pathstone Holdings, LLC | 11.6K | $1.08M | −$44.7K | Cut−$349.6K |
| Sequoia Financial Advisors, LLC | 11K | $1.03M | −$42.5K | Cut−$42.5K |
| CWM, LLC | 10.1K | $947.3K | $946.3K | Added$946.3K |
| PARTNERS WEALTH MANAGEMENT, LLC | 10K | $935K | −$38.6K | Cut−$42K |
| PNC Financial Services Group, Inc. | 9.14K | $855.1K | −$33.3K | Added$13.9K |
| Maltin Wealth Management, Inc. | 9.08K | $849.1K | −$34.9K | Cut−$31.8K |
| Avidian Wealth Enterprises, LLC | 8.95K | $837.3K | −$34.5K | Cut−$34.2K |
| Cassaday & Co Wealth Management LLC | 8.3K | $776.4K | −$32K | Cut−$33.3K |
| Spire Wealth Management | 8.24K | $770.5K | −$31.8K | Cut−$459.5K |
| Steward Partners Investment Advisory, LLC | 8.16K | $763.5K | −$31.5K | Cut−$976K |
| MAI Capital Management | 8.09K | $757.1K | −$31.2K | Cut−$49.3K |
| Cerity Partners LLC | 7.95K | $744K | −$18K | Added$289.1K |
| READYSTATE ASSET MANAGEMENT LP | 7.82K | $731.7K | — | New |
| Anchor Investment Management, LLC | 7.54K | $704.8K | −$28.8K | Cut−$22.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 7.05K | $659.3K | −$27.2K | Cut−$1.28M |
| AE Wealth Management LLC | 6.82K | $637.6K | −$23.5K | Added$45.4K |
| Vestmark Advisory Solutions, Inc. | 6.79K | $635.2K | −$26.1K | Cut−$1.31M |
| ELCO Management Co., LLC | 6.63K | $619.9K | −$25.6K | Cut−$33.6K |
| Kingsview Wealth Management, LLC | 6.56K | $613.4K | −$15K | Added$236.1K |
| CIBC WORLD MARKET INC. | 6.55K | $612.9K | −$25.3K | Cut−$92.1K |
| Fosun International Ltd | 6.46K | $604.4K | −$25.3K | Cut−$25.3K |
| Mariner, LLC | 6.32K | $591.2K | −$19.7K | Added$92.8K |
| Advisory Services Network, LLC | 6.03K | $564K | −$23.2K | Cut−$183.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.79K | $541.3K | −$22.3K | Cut−$643.5K |
| Fortis Advisors, LLC | 5.75K | $537.6K | — | New |
| MML INVESTORS SERVICES, LLC | 5.57K | $520.5K | −$21.5K | Cut−$445K |
| Integrated Wealth Concepts LLC | 5.53K | $517.6K | −$21.3K | Cut−$54.2K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5.4K | $505.1K | — | New |
| DAVENPORT & Co LLC | 5.39K | $504.2K | −$20.8K | Cut−$26.6K |
| Bond & Devick Financial Network, Inc. | 5.36K | $501.1K | −$20.7K | Cut−$20.7K |
| StoneX Group Inc. | 5.36K | $500.9K | — | New |
| Interchange Capital Partners, LLC | 5.37K | $489.9K | −$33.3K | Cut−$106.1K |
| TWO SIGMA SECURITIES, LLC | 5.17K | $483.2K | — | New |
| B. Riley Wealth Advisors, Inc. | 5.22K | $478.7K | −$29.6K | Cut−$318K |
| NWAM LLC | 5.08K | $475.6K | −$35.8K | Cut−$35.8K |
| Sovran Advisors, LLC | 5K | $464.6K | — | New |
| HB Wealth Management, LLC | 4.8K | $449.2K | −$18.5K | Cut−$19.4K |
| COMPASS CAPITAL MANAGEMENT, INC | 4.8K | $449K | — | New |
| KCM INVESTMENT ADVISORS LLC | 4.79K | $448.1K | −$18.5K | Cut−$18.5K |
| EVERETT HARRIS & CO /CA/ | 4.63K | $433.1K | −$17.9K | Cut−$17.9K |
| Barry Investment Advisors, LLC | 4.63K | $432.9K | −$17.9K | Cut−$17.9K |
| FIFTH THIRD BANCORP | 4.62K | $432.1K | −$6.49K | Added$268.4K |
| Tepp RIA, LLC | 4.61K | $430.8K | −$17.8K | Cut−$21.7K |
| EP Wealth Advisors, LLC | 4.45K | $416.2K | −$16.7K | Cut−$7.38K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4.36K | $407.8K | −$16.8K | Cut−$67.5K |
| East Coast Asset Management, LLC. | 4.19K | $392.2K | −$16.2K | Cut−$16.2K |
| Bank of New York Mellon Corp | 4.15K | $388.3K | −$16K | Cut−$836.2K |
| Caprock Group, LLC | 4.01K | $375.5K | −$15.5K | Cut−$15.5K |
| Atria Investments, Inc | 3.92K | $366.2K | −$15.1K | Cut−$879K |
| MMBG INVESTMENT ADVISORS CO. | 3.9K | $364.8K | −$15.1K | Cut−$15.1K |
| Sun Group Wealth Partners | 3.86K | $361.4K | — | New |
| Corient Private Wealth LLC | 3.86K | $361.4K | −$15K | Cut−$29.7K |
| Prospera Financial Services Inc | 3.86K | $360.9K | −$14.9K | Cut−$14.9K |
| IHT Wealth Management, LLC | 3.85K | $360.5K | −$14.9K | Cut−$879.1K |
| Good Harbor Advisors, Inc. | 3.83K | $358K | −$14.8K | Cut−$14.8K |
| Bridgewater Advisors Inc. | 3.75K | $349.1K | −$24.9K | Cut−$24.9K |
| PATRON PARTNERS, LLC | 3.73K | $348.5K | −$14.4K | Cut−$29.4K |
| Strategic Blueprint, LLC | 3.58K | $334.4K | −$13.8K | Cut−$13.4K |
| Fiduciary Alliance LLC | 3.4K | $323.7K | −$7.97K | Cut−$35.1K |
| Cordatus Wealth Management LLC | 3.34K | $312.2K | −$12.9K | Cut−$12.9K |
| Stonebridge Financial Planning Group, LLC | 3.29K | $308.2K | −$12.7K | Cut−$12.7K |
| BRADLEY FOSTER & SARGENT INC/CT | 3.27K | $306.1K | −$12.6K | Cut−$12.6K |
| EVOKE WEALTH, LLC | 3.26K | $305K | −$12.6K | Cut−$12.6K |
| Wharton Business Group, LLC | 3.22K | $301.2K | −$12.4K | Cut−$12.4K |
| Chevy Chase Trust Holdings, LLC | 3.2K | $299.3K | −$12.4K | Cut−$12.4K |
| Sava Infond d.o.o. | 3.2K | $299.3K | −$12.4K | Cut−$327K |
| Glen Eagle Advisors, LLC | 3.06K | $286.4K | −$11.8K | Cut−$31.3K |
| Western Wealth Management, LLC | 3.05K | $285K | −$11.8K | Cut−$11.8K |
| D. E. Shaw & Co., Inc. | 3.02K | $282.1K | −$11.6K | Cut−$70.1K |
| CONTINUUM WEALTH ADVISORS, LLC | 2.99K | $280K | −$11.6K | Cut−$25.2K |
| WEBSTER BANK, N. A. | 2.98K | $278.3K | −$11.5K | Cut−$11.5K |
| Lido Advisors, LLC | 2.97K | $278.2K | $14.2K | Added$21.5K |
| CAHILL FINANCIAL ADVISORS INC | 2.92K | $273.3K | −$11.3K | Cut−$132.3K |
| Tiller Private Wealth, Inc. | 2.9K | $271.7K | −$11.2K | Cut−$15.6K |
| GFS Advisors, LLC | 2.9K | $271.5K | −$8.69K | Added$52.3K |
| Wealthstar Advisors, LLC | 2.83K | $264.4K | −$10.9K | Cut−$24.5K |
| Beacon Financial Advisory LLC | 2.81K | $262.5K | −$10.8K | Cut−$10.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.75K | $259.1K | −$15.2K | Cut−$368.4K |
| Wealthcare Advisory Partners LLC | 2.76K | $258.1K | −$10.7K | Cut−$10.7K |
| Front Row Advisors LLC | 2.7K | $252.5K | −$9.65K | Added$9.06K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.63K | $245.5K | −$6.27K | Added$87.3K |
| Icahn Capital | 2.62K | $245.3K | −$9.25K | Added$11.8K |
| Savvy Advisors, Inc. | 2.61K | $243.8K | — | New |
| Gotham Asset Management, LLC | 2.58K | $241.3K | — | New |
| BLAIR WILLIAM & CO/IL | 2.55K | $238.9K | −$9.85K | Cut−$19.6K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.54K | $237.1K | −$9.79K | Cut−$9.79K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 2.5K | $235.7K | — | New |
| Courage Miller Partners, LLC | 2.51K | $234.8K | −$9.69K | Cut−$9.69K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.49K | $232.8K | −$8.68K | Added$13.8K |
| SBI Securities Co., Ltd. | 2.39K | $223.7K | −$8.64K | Added$5.67K |
| Valmark Advisers, Inc. | 2.38K | $223.1K | −$9.21K | Cut−$9.21K |
| Destination Wealth Management | 2.36K | $220.8K | — | New |
| NORTHERN TRUST CORP | 2.35K | $219.7K | −$9.07K | Cut−$9.07K |
| Moors & Cabot, Inc. | 2.32K | $217.4K | −$8.97K | Cut−$8.97K |
| LaSalle St. Investment Advisors, LLC | 2.24K | $209.5K | $209.3K | Added$209.3K |
| MONEY CONCEPTS CAPITAL CORP | 2.21K | $207.1K | — | New |
| Point72 Asset Management, L.P. | 2.2K | $205.4K | — | New |
| VISTA CAPITAL PARTNERS, INC. | 2.15K | $201.4K | −$8.31K | Cut−$8.31K |
| Waverly Advisors, LLC | 2.15K | $201.3K | — | New |
| Carnegie Investment Counsel | 2.15K | $201.1K | −$8.3K | Cut−$42.5K |
| Union Bancaire Privee, UBP SA | 2.19K | $189.1K | −$10.4K | Cut−$10.4K |
| Sound Income Strategies, LLC | 1.99K | $187.6K | −$8.63K | Cut−$25.8K |
| Manchester Capital Management LLC | 2K | $187.1K | −$7.72K | Cut−$7.72K |
| US BANCORP \DE\ | 1.87K | $174.9K | −$7.22K | Cut−$9.55K |
| IFP Advisors, Inc | 1.57K | $146.5K | −$4.38K | Added$35.9K |
| Allworth Financial LP | 1.52K | $142.5K | −$5.52K | Added$3.08K |
| Activest Wealth Management | 1.51K | $141.4K | −$5.84K | Cut−$5.84K |
| SALEM INVESTMENT COUNSELORS INC | 1.4K | $131K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.28K | $120.1K | −$4.41K | Added$8.87K |
| Harbor Asset Planning, Inc. | 1.16K | $108.8K | −$4.49K | Cut−$4.49K |
| Annis Gardner Whiting Capital Advisors, LLC | 1.15K | $107.2K | −$4.42K | Cut−$4.42K |
| IMA Advisory Services, Inc. | 1.13K | $105.3K | −$4.35K | Cut−$4.35K |
| Blue Trust, Inc. | 1.11K | $104K | −$4.29K | Cut−$278.7K |
| HUNTINGTON NATIONAL BANK | 1.09K | $101.8K | −$4.2K | Cut−$4.2K |
| Breakwater Investment Management | 1.04K | $96.9K | −$4K | Cut−$47K |
| Titan Wealth (CI) Ltd | 945 | $88.5K | −$3.53K | Cut−$3.53K |
| FIRST HORIZON CORP | 930 | $87K | −$3.59K | Cut−$29.9K |
| Princeton Global Asset Management LLC | 899 | $84.1K | −$3.47K | Cut−$3.47K |
| Banque Cantonale Vaudoise | 898 | $84K | −$3K | Cut−$3K |
| EFG International AG | 800 | $74.8K | −$3.09K | Cut−$3.09K |
| Aptus Capital Advisors, LLC | 729 | $68.2K | −$2.81K | Cut−$39.6K |
| Dunhill Financial, LLC | 723 | $67.6K | −$2.79K | Cut−$2.99K |
| SITTNER & NELSON, LLC | 690 | $64.5K | −$4.71K | Cut−$4.71K |
| Clearstead Advisors, LLC | 600 | $56.1K | −$2.32K | Cut−$2.32K |
| Parkside Financial Bank & Trust | 570 | $53.3K | −$2.2K | Cut−$2.2K |
| Triumph Capital Management | 559 | $52.3K | −$2.16K | Cut−$2.45K |
| Opal Wealth Advisors, LLC | 536 | $50.1K | — | New |
| Intesa Sanpaolo Wealth Management | 520 | $48.6K | −$656 | Added$32.1K |
| Evelyn Partners Asset Management Ltd | 508 | $47.5K | −$1.96K | Cut−$1.96K |
| FINANCIAL CONSULATE, INC | 495 | $46.3K | −$1.91K | Cut−$1.91K |
| Russell Investments Group, Ltd. | 473 | $44.2K | −$1.41K | Added$8.79K |
| Atlantic Union Bankshares Corp | 469 | $43.9K | −$1.74K | Added$41 |
| Capital Investment Counsel, Inc | 433 | $40.5K | −$1.67K | Cut−$1.67K |
| Paladin Advisory Group, LLC | 420 | $39.3K | −$1.62K | Cut−$1.62K |
| Sankala Group LLC | 391 | $36K | −$1.93K | Added$15.7K |
| LOM Asset Management Ltd | 359 | $33.6K | −$1.39K | Cut−$6.06K |
| Destiny Wealth Partners, LLC | 350 | $32.7K | — | New |
| COUNTRY TRUST BANK | 350 | $32.7K | −$1.35K | Cut−$1.35K |
| Vermillion Wealth Management, Inc. | 348 | $32.6K | −$1.34K | Cut−$1.34K |
| Y.D. More Investments Ltd | 346 | $32.2K | −$1.55K | Cut−$1.55K |
| Physician Wealth Advisors, Inc. | 338 | $31.6K | −$1.31K | Cut−$1.3K |
| RMG Wealth Management LLC | 500 | $30.1K | — | New |
| HOLLENCREST CAPITAL MANAGEMENT | 315 | $29.5K | −$1.22K | Cut−$1.22K |
| Arax Advisory Partners | 307 | $28.7K | −$1.18K | Cut−$1.96K |
| Align Financial, LLC | 301 | $28.1K | $27.8K | Cut−$1.16K |
| Bogart Wealth, LLC | 250 | $23.4K | −$965 | Cut−$965 |
| Darwin Wealth Management, LLC | 242 | $22.6K | — | New |
| Parallel Advisors, LLC | 230 | $21.5K | −$483 | Added$9.34K |
| Financial Gravity Asset Management, Inc. | 230 | $21.5K | −$888 | Cut−$888 |
| ENTRUST FINANCIAL LLC | 220 | $20.5K | −$848 | Cut−$848 |
| GILL CAPITAL PARTNERS, LLC | 216 | $20.2K | — | New |
| Grove Bank & Trust | 212 | $19.8K | −$819 | Cut−$819 |
| PRIVATE TRUST CO NA | 202 | $18.9K | −$780 | Cut−$780 |
| Strategic Wealth Partners, Ltd. | 200 | $18.7K | −$772 | Cut−$772 |
| Newbridge Financial Services Group, Inc. | 189 | $17.6K | −$728 | Cut−$728 |
| North Star Investment Management Corp. | 180 | $16.9K | −$696 | Cut−$696 |
| AlphaCore Capital LLC | 180 | $16.8K | −$695 | Cut−$695 |
| NBC SECURITIES, INC. | 156 | $14.6K | −$602 | Cut−$14.9K |
| Keating Financial Advisory Services, Inc. | 150 | $14K | −$579 | Cut−$579 |
| RICHARDS, MERRILL & PETERSON, INC. | 147 | $13.8K | −$568 | Cut−$568 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 124 | $11.6K | −$479 | Cut−$479 |
| Anfield Capital Management, LLC | 120 | $11.2K | −$463 | Cut−$463 |
| Root Financial Partners, LLC | 120 | $11.2K | −$478 | Cut−$10.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 111 | $10.4K | −$338 | Cut−$7.53K |
| CoreCap Advisors, LLC | 105 | $9.82K | −$405 | Cut−$405 |
| Capital Investment Advisory Services, LLC | 104 | $9.73K | −$402 | Cut−$402 |
| Smartleaf Asset Management LLC | 100 | $9.17K | −$605 | Cut−$605 |
| Rachor Investment Advisory Services, LLC | 94 | $8.79K | −$363 | Cut−$363 |
| ASSETMARK, INC | 92 | $8.61K | −$289 | Added$1.3K |
| MONTAG A & ASSOCIATES INC | 89 | $8.3K | −$342 | Cut−$342 |
| Nvest Wealth Strategies, Inc. | 80 | $7.48K | −$308 | Cut−$22.7K |
| Heritage Wealth Advisors | 79 | $7.39K | — | New |
| Founders Capital Management | 76 | $7.11K | −$293 | Cut−$293 |
| FARMERS & MERCHANTS INVESTMENTS INC | 66 | $6.17K | −$254 | Cut−$254 |
| CENTRAL TRUST Co | 62 | $5.8K | −$239 | Cut−$239 |
| HHM Wealth Advisors, LLC | 61 | $5.71K | −$236 | Cut−$236 |
| Geneos Wealth Management Inc. | 60 | $5.61K | −$232 | Cut−$232 |
Who left
- Hamilton Wealth, LLC$9.33M
- Marex Group plc$2.63M
- Cresset Asset Management, LLC$2.08M
- MANAGED ASSET PORTFOLIOS, LLC$1.7M
- Crescent Grove Advisors, LLC$1.55M
- Engineers Gate Manager LP$633.5K
- Purkiss Capital Advisors LLC$568.6K
- EHRLICH FINANCIAL GROUP$565.4K
- NewEdge Advisors, LLC$490.8K
- J.W. COLE ADVISORS, INC.$478.5K
- TOCQUEVILLE ASSET MANAGEMENT L.P.$393.4K
- MILLENNIUM MANAGEMENT LLC$388.2K
- Segment Wealth Management, LLC$329.2K
- Focus Partners Wealth$264.5K
- Veltria Advisors Corp.$260.6K
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.