Stock
Reported value
$1.25B
Holders
357
+25 new · −19 exited
Holders’ est. mark
$47.9M
Price effect on 230 books still in the name
Largest holder
$134.7M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.18M | $134.7M | $4.77M | Added$6.42M |
| JPMORGAN CHASE & CO | 1.52M | $92.7M | $1.83M | Added$4.19M |
| MORGAN STANLEY | 1.37M | $84.7M | $3.04M | Added$3.09M |
| BANK OF AMERICA CORP /DE/ | 773.8K | $47.9M | $1.71M | Added$2.05M |
| RAYMOND JAMES FINANCIAL INC | 732.4K | $45.3M | $1.57M | Added$3.11M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 700.8K | $43.4M | $1.39M | Added$6M |
| Cetera Investment Advisers | 681K | $42.1M | $1.51M | Added$1.56M |
| ROYAL BANK OF CANADA | 556K | $34.4M | $1.15M | Added$3.58M |
| M&T Bank Corp | 465.9K | $28.8M | $1.03M | Added$644.6K |
| National Philanthropic Trust | 450.6K | $27.9M | $952.6K | Added$2.28M |
| OSAIC HOLDINGS, INC. | 445.2K | $27.6M | $681.1K | Added$8.93M |
| LPL Financial LLC | 444.4K | $27.5M | $986.5K | Added$975.6K |
| Bank of New York Mellon Corp | 366.8K | $22.7M | $640.1K | Added$5.5M |
| Kestra Advisory Services, LLC | 358K | $22.2M | $741.3K | Added$2.23M |
| AMG National Trust Bank | 333.7K | $20.7M | $730.7K | Added$1.02M |
| KEYBANK NATIONAL ASSOCIATION/OH | 317.7K | $19.7M | $705.3K | Added$530K |
| Connecticut Wealth Management, LLC | 308.9K | $19.1M | $685.7K | Cut−$4.5M |
| HUNTINGTON NATIONAL BANK | 306.9K | $19M | $615.7K | Added$2.45M |
| Creative Planning | 293.2K | $18.1M | $650.9K | Added$282.7K |
| LBMC INVESTMENT ADVISORS, LLC | 239.3K | $14.8M | $531.1K | Cut−$335.5K |
| WELLS FARGO & COMPANY/MN | 239K | $14.8M | $530.7K | Added$421.2K |
| IFG Advisors, LLC | 235K | $14.5M | $521.6K | Added$456.4K |
| FIFTH THIRD BANCORP | 230.6K | $14.3M | $437.4K | Added$2.52M |
| TWO SIGMA INVESTMENTS, LP | 230.4K | $14.3M | $511.5K | Added$463.8K |
| ENVESTNET ASSET MANAGEMENT INC | 227.5K | $14.1M | $478K | Added$1.23M |
| Pathstone Holdings, LLC | 208.8K | $12.9M | $463.5K | Added$230.1K |
| Mariner, LLC | 201.2K | $12.5M | $336.9K | Added$3.39M |
| Brewster Financial Planning LLC | 176.9K | $10.9M | $375.8K | Added$849.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 176.1K | $10.9M | $386.1K | Added$518.5K |
| Focus Partners Wealth | 166.2K | $10.3M | $369K | Added$221.3K |
| William Howard & Co Financial Advisors Inc | 160.8K | $9.95M | $355.8K | Added$390.6K |
| UBS Group AG | 148.8K | $9.21M | $306K | Added$985.3K |
| AWM CAPITAL, LLC | 141.5K | $8.76M | $314.1K | Added$7.65K |
| Corient Private Wealth LLC | 139.7K | $8.64M | $252.9K | Added$159.4K |
| HighTower Advisors, LLC | 134.4K | $8.32M | $298.7K | Cut−$226.1K |
| CWM, LLC | 125.7K | $7.78M | $6.86M | Added$7.78M |
| Cresset Asset Management, LLC | 125.1K | $7.75M | $243.4K | Added$1.2M |
| Ballentine Partners, LLC | 115.5K | $7.15M | $256.5K | Added$254.4K |
| US BANCORP \DE\ | 113.1K | $7M | $251.1K | Added$128.9K |
| Cullen/Frost Bankers, Inc. | 113.1K | $7M | $251.1K | Cut−$59.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 111.2K | $6.88M | $238K | Added$484.9K |
| Koss-Olinger Consulting, LLC | 110.4K | $6.83M | $245.2K | Cut−$4.48M |
| PNC Financial Services Group, Inc. | 106K | $6.56M | $235.4K | Cut−$188.5K |
| AMERIPRISE FINANCIAL INC | 92.3K | $5.72M | $203.4K | Cut−$1.49M |
| Asset Management Group, Inc. | 90.8K | $5.62M | $201.6K | Added$46.9K |
| Ifrah Financial Services, Inc. | 89.8K | $5.56M | $198.8K | Added$213K |
| Garde Capital, Inc. | 87.9K | $5.44M | $192.7K | Added$259.4K |
| NORTHERN TRUST CORP | 86.5K | $5.35M | $191.9K | Cut−$136.2K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 84.4K | $5.23M | — | Held |
| Wealthspire Retirement, LLC | 78.8K | $4.88M | $151.2K | Added$811.4K |
| Innova Wealth Partners | 73.8K | $4.57M | $13.8K | Added$4.2M |
| Baird Financial Group, Inc. | 72.8K | $4.51M | $161.7K | Cut−$158.3K |
| Equitable Holdings, Inc. | 68.2K | $4.07M | $575 | Added$232.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 63.9K | $3.96M | $135.2K | Added$336K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 63.7K | $3.94M | $116.6K | Added$809K |
| Beacon Pointe Advisors, LLC | 63K | $3.9M | $140K | Cut−$651.4K |
| Modern Wealth Management, LLC | 60.7K | $3.78M | $155.9K | Cut−$250.1K |
| Per Stirling Capital Management, LLC. | 60.9K | $3.77M | $135.3K | Added$122.3K |
| ARBOR TRUST WEALTH ADVISORS, LLC | 59.7K | $3.7M | $132.6K | Cut−$1.98K |
| SOA Wealth Advisors, LLC. | 58.7K | $3.64M | $127.4K | Added$212.5K |
| Belpointe Asset Management LLC | 58.3K | $3.61M | $119.6K | Added$391.7K |
| CAPTRUST FINANCIAL ADVISORS | 58.1K | $3.59M | $128.9K | Added$113.9K |
| Fiduciary Trust Co | 55.2K | $3.42M | $122.6K | Cut−$58.5K |
| Cornerstone Wealth Group, LLC | 40.8K | $2.72M | $280.7K | Cut−$351.1K |
| Mine & Arao Wealth Creation & Management, LLC. | 40.1K | $2.48M | $89.2K | Added$83.2K |
| D.A. DAVIDSON & CO. | 39.3K | $2.43M | $87.3K | Cut−$247.3K |
| HARBOR INVESTMENT ADVISORY, LLC | 38.8K | $2.4M | $83.9K | Added$144.6K |
| Cassaday & Co Wealth Management LLC | 37.9K | $2.34M | $84K | Added$61.7K |
| PRINCIPAL SECURITIES, INC. | 36.8K | $2.28M | $81K | Added$98.9K |
| PW Nova Financial Services LLC | 35.1K | $2.17M | $76.1K | Added$115.8K |
| Frank, Rimerman Advisors LLC | 33.3K | $2.06M | $73.9K | Added$73.9K |
| Parkside Financial Bank & Trust | 31.8K | $1.97M | $65.1K | Added$218.7K |
| GOLDMAN SACHS GROUP INC | 31.4K | $1.94M | $57.3K | Added$403.1K |
| CIBC Bancorp USA Inc. | 30.9K | $1.91M | — | Held |
| Westside Investment Management, Inc. | 30.3K | $1.87M | $52K | Added$487.8K |
| Mosley Wealth Management | 30.1K | $1.85M | $26.7K | Added$39K |
| KINGSWOOD WEALTH ADVISORS, LLC | 29.2K | $1.81M | — | New |
| Chicago Partners Investment Group LLC | 26.9K | $1.78M | $60.6K | Added$1.08M |
| TRUSTMARK BANK TRUST DEPARTMENT | 27.7K | $1.71M | $61.5K | Added$61.5K |
| Private Advisor Group, LLC | 27.4K | $1.69M | $60.8K | Cut−$61.6K |
| IHT Wealth Management, LLC | 27K | $1.67M | $52.7K | Added$79.4K |
| Mutual Advisors, LLC | 26.4K | $1.64M | $50.5K | Added$277K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 25.4K | $1.57M | $56.8K | Cut−$59.3K |
| Avior Wealth Management, LLC | 24.8K | $1.53M | $55K | Cut−$22.8K |
| MML INVESTORS SERVICES, LLC | 23.1K | $1.43M | $51.3K | Cut−$100.9K |
| Capital Investment Advisors, LLC | 23K | $1.43M | $51.1K | Added$16.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.5K | $1.42M | $70.4K | Cut−$645K |
| Greykasell Wealth Strategies, Inc. | 22.4K | $1.39M | $49.8K | Added$6.27K |
| Rockefeller Capital Management L.P. | 21.9K | $1.36M | $48.7K | Added$20.4K |
| Financial Futures Ltd Liability Co. | 21.9K | $1.35M | $48.6K | Cut−$26.8K |
| Cerity Partners LLC | 21.9K | $1.35M | $48.6K | Cut−$150.2K |
| jvl associates llc | 21.8K | $1.35M | $48.4K | Added$41.5K |
| BAILARD, INC. | 21.6K | $1.34M | $46.9K | Added$76.9K |
| COMMERCE BANK | 21.4K | $1.32M | $47.5K | Added$47.5K |
| Savant Capital, LLC | 21.3K | $1.32M | $47.4K | Added$24.2K |
| CITIGROUP INC | 21.1K | $1.31M | $45.2K | Added$90.7K |
| McNaughton Wealth Management, LLC | 21K | $1.3M | $46.6K | Added$20.2K |
| SFAM, LLC | 20.8K | $1.29M | $46.1K | Added$21.4K |
| Arkadios Wealth Advisors | 20.3K | $1.25M | $45K | Cut−$195.4K |
| Citadel | 20K | $1.24M | $44.4K | Added$4.59K |
| Avidian Wealth Enterprises, LLC | 19.3K | $1.2M | $42.9K | Cut−$58.8K |
| BLAIR WILLIAM & CO/IL | 18.8K | $1.16M | $41.7K | Added$41.7K |
| Strata Wealth Advisors, LLC | 18.1K | $1.12M | $31.2K | Added$283.3K |
| PCA Investment Advisory Services Inc. | 17K | $1.05M | $28.7K | Added$278.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 16.8K | $1.04M | — | New |
| Spire Wealth Management | 16.3K | $1.01M | $36.2K | Cut−$6.4K |
| SONATA CAPITAL GROUP INC | 16.2K | $1M | $35.9K | Added$35.9K |
| Dakota Wealth Management | 16.1K | $997.2K | $35.8K | Added$21.5K |
| ARK & TLK INVESTMENTS, LLC | 15.9K | $981.2K | $35.2K | Added$35.2K |
| Greenspring Advisors, LLC | 15.7K | $973.5K | $34.9K | Added$24.3K |
| HB Wealth Management, LLC | 15.5K | $962.3K | $34.5K | Added$34.5K |
| White Lighthouse Investment Management Inc. | 15.4K | $955.8K | $34.3K | Cut−$920 |
| TCV Trust & Wealth Management, Inc. | 15.4K | $953.7K | $34.2K | Cut−$100.3K |
| Tower Research Capital LLC (TRC) | 14.9K | $924.6K | $9.99K | Added$656.2K |
| Meramec Financial Planners, LLC | 13.4K | $909.4K | $72.2K | Added$12.3K |
| Evanson Asset Management, LLC | 14.6K | $902.7K | $32.4K | Added$22.3K |
| Farther Finance Advisors, LLC | 14.3K | $891.4K | $36.8K | Cut−$4.65K |
| Audent Global Asset Management, LLC | 10.7K | $884.8K | $244.5K | Cut−$13.7K |
| SCS Capital Management LLC | 13.9K | $861.9K | $30.9K | Cut−$185K |
| TIAA TRUST, NATIONAL ASSOCIATION | 13.9K | $860.1K | $30.9K | Cut−$5.04M |
| Modera Wealth Management, LLC | 13.8K | $852.8K | $30.6K | Added$16.9K |
| JONES FINANCIAL COMPANIES LLLP | 14K | $849.2K | $5.41K | Added$525K |
| James J. Burns & Company, LLC | 13.3K | $825.6K | $29.5K | Added$33.4K |
| BTC Capital Management, Inc. | 13.3K | $823.6K | $29.5K | Added$25.1K |
| VERITY Wealth Advisors | 13.3K | $822.1K | $29.4K | Added$30.8K |
| Capital Planning Advisors, LLC | 13.1K | $812.2K | $29.1K | Added$29.1K |
| Whitegate Investment Counselors, Inc. | 12.8K | $793.7K | $28.5K | Added$28.5K |
| Intergy Private Wealth, LLC | 12.5K | $771.8K | $27.7K | Added$20.7K |
| Sanctuary Advisors, LLC | 12.4K | $767.7K | $27.6K | Cut−$61.2K |
| Family Office Research LLC | 12.4K | $765.3K | $22.7K | Added$19.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.3K | $761.7K | $27.3K | Cut−$2.1M |
| Horizons Wealth Management | 12.1K | $746.8K | $26.8K | Cut−$86.3K |
| Ashton Thomas Private Wealth, LLC | 11.6K | $717.4K | $25.7K | Added$25.4K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.4K | $706.5K | $25.3K | Added$25.3K |
| Fund Evaluation Group, LLC | 11.1K | $688.6K | $24.7K | Added$24.7K |
| STIFEL FINANCIAL CORP | 10.6K | $657.4K | $23.4K | Added$28.3K |
| Wealthspire Advisors, LLC | 10.6K | $653K | $23.3K | Added$25.5K |
| Dorsey Wright & Associates | 10.4K | $646.1K | — | New |
| Integrated Advisors Network LLC | 10K | $619K | $22.2K | Added$16.1K |
| CITIZENS FINANCIAL GROUP INC/RI | 9.89K | $612K | — | New |
| One Capital Management, LLC | 9.8K | $606.9K | $21.8K | Added$1.28K |
| Wealthcare Advisory Partners LLC | 9.78K | $605.1K | $20.3K | Added$57.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 8.94K | $602.3K | $64.3K | Added$104.2K |
| CreativeOne Wealth, LLC | 9.4K | $582K | $20.8K | Cut−$134 |
| Capital Asset Advisory Services LLC | 8.58K | $581.2K | $65.6K | Added$66.8K |
| White Knight Strategic Wealth Advisors, LLC | 9.39K | $581.1K | $20.8K | Cut−$76.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8.68K | $579.1K | $53.8K | Added$41.1K |
| Glenview Trust Co | 9.32K | $576.7K | $20.7K | Added$20.7K |
| Vanguard National Trust Co | 9K | $557K | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 9K | $557K | $20K | Added$20K |
| MATHER GROUP, LLC. | 8.97K | $554.9K | $12.7K | Added$214.7K |
| Affinity Capital Advisors, LLC | 8.9K | $551K | $19.8K | Added$19.8K |
| BANK OF STOCKTON | 8.89K | $550.1K | $19.7K | Cut−$229.9K |
| Fairway Wealth LLC | 8.76K | $541.8K | $19.4K | Added$19.8K |
| SJS Investment Consulting Inc. | 8.65K | $535.5K | $19.2K | Added$19.2K |
| WATERS PARKERSON & CO., LLC | 8.46K | $523.4K | $18.8K | Added$18.8K |
| Fidelity | 8.31K | $514.4K | $11.7K | Added$200.4K |
| Stratos Wealth Partners, LTD. | 8.27K | $512.1K | $18.4K | Added$16.4K |
| Aptus Capital Advisors, LLC | 8.27K | $511.7K | $16.6K | Added$66.3K |
| Range Financial Group LLC | 8.02K | $496.5K | $17.8K | Cut−$1.17K |
| Fifth Third Securities, Inc. | 7.99K | $494.6K | $17.6K | Added$22.8K |
| SIGMA INVESTMENT COUNSELORS INC | 7.95K | $492.2K | $17.6K | Cut−$129.8K |
| Prostatis Group LLC | 7.88K | $487.9K | $17.5K | Cut−$2.25K |
| OLD NATIONAL BANCORP /IN/ | 7.59K | $469.7K | $16.8K | Added$2.11K |
| Adirondack Capital Advisors, LLC | 7.58K | $468.9K | $16.8K | Added$16.8K |
| Oak Wealth Advisors LLC | 7.5K | $464.5K | $16K | Added$33.6K |
| Sound Income Strategies, LLC | 7.33K | $456K | −$276 | Added$16.6K |
| Medallion Wealth Advisors, LLC | 7.31K | $452.4K | $16.2K | Added$8.89K |
| Sterling Investment Advisors, Ltd. | 7.21K | $446.2K | $16K | Added$6.46K |
| HSBC HOLDINGS PLC | 7.18K | $444.4K | $15.9K | Cut−$47.5K |
| SAPIENT CAPITAL LLC | 6.98K | $431.8K | $11.9K | Added$3.34K |
| Pitcairn Wealth Advisors LLC | 6.9K | $411.5K | $0 | Held |
| American Wealth Advisors, LLC | 6.53K | $403.9K | $14.5K | Cut−$14.3K |
| American Trust | 6.41K | $396.4K | $14.1K | Added$16.4K |
| American Investment Services, Inc. | 6.38K | $395.1K | $14.2K | Added$14.2K |
| Westshore Wealth, LLC | 6.38K | $394.6K | $14.2K | Added$14.2K |
| Post Resch Tallon Group Inc. | 6.25K | $387.9K | $14.4K | Added$30.5K |
| JFS WEALTH ADVISORS, LLC | 6.12K | $378.6K | $13.6K | Added$13.6K |
| Waldron Private Wealth LLC | 6.05K | $374.3K | $13.4K | Added$13.4K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6.04K | $374K | $13.4K | Added$13.7K |
| Steigerwald, Gordon & Koch Inc. | 5.74K | $355.2K | $12.7K | Added$210 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 5.73K | $354.7K | $12.7K | Added$12.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.72K | $353.9K | — | New |
| GWN SECURITIES INC. | 5.7K | $352.6K | $12.3K | Added$22.3K |
| Texas Yale Capital Corp. | 5.6K | $346.6K | $12.4K | Added$12.4K |
| TD PRIVATE CLIENT WEALTH LLC | 5.48K | $339.2K | $12.2K | Added$1.3K |
| Sequoia Financial Advisors, LLC | 5.42K | $335.4K | $12K | Added$10.3K |
| EP Wealth Advisors, LLC | 5.34K | $330.7K | $11K | Added$36.3K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5.12K | $316.9K | $11.4K | Added$5.4K |
| Quantinno Capital Management LP | 5.06K | $313.1K | — | New |
| Breakwater Capital Group | 4.98K | $308.3K | $10.8K | Added$17.6K |
| World Investment Advisors | 4.96K | $307.1K | $9.69K | Added$46.7K |
| CENTRAL TRUST Co | 4.95K | $306.3K | $11K | Cut−$59.9K |
| NICOLET BANKSHARES INC | 4.94K | $305.9K | $11K | Added$11K |
| GLENMEDE TRUST CO NA | 4.85K | $300K | $10.8K | Cut−$158.9K |
| HOLDERNESS INVESTMENTS CO | 4.8K | $297.1K | $10.7K | Added$10.7K |
| 1ST SOURCE BANK | 4.72K | $292.4K | $10.5K | Cut−$28K |
| Bedminster, LLC | 4.69K | $290.5K | $10.4K | Cut−$71.6K |
| Amicus Financial Advisors, LLC | 4.65K | $287.9K | $10.3K | Added$10.6K |
| Atlantic Union Bankshares Corp | 4.63K | $286.4K | $10.2K | Added$10.6K |
| COZAD ASSET MANAGEMENT INC | 4.59K | $284.1K | $10.2K | Added$10.2K |
| Ellis Investment Partners, LLC | 4.51K | $279.3K | $9.98K | Added$10.3K |
| AE Wealth Management LLC | 4.5K | $278.8K | $10K | Cut−$11.7K |
| Integrated Wealth Concepts LLC | 4.49K | $277.8K | — | New |
| Courage Miller Partners, LLC | 4.44K | $274.6K | $9.85K | Added$9.85K |
| Linscomb Wealth, Inc. | 4.41K | $272.9K | $9.79K | Added$9.79K |
| Opulen Financial Group LLC | 4.37K | $270.3K | $9.68K | Cut−$32.3K |
| Sunbelt Securities, Inc. | 4.29K | $265.7K | $9.53K | Added$9.53K |
| TITLEIST ASSET MANAGEMENT, LLC | 4.25K | $262.9K | $9.44K | Cut−$13.7K |
| Fort Sheridan Advisors LLC | 4.23K | $262K | — | New |
| Jordan Park Group LLC | 4.14K | $256.2K | $9.19K | Added$9.19K |
| Gradient Capital Advisors, LLC | 4.12K | $255K | $9.15K | Added$9.15K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 4.11K | $254.4K | $9.12K | Cut−$8.78K |
| CHOREO, LLC | 4.02K | $249.1K | $6.84K | Added$9.25K |
| Sowell Financial Services LLC | 3.97K | $245.5K | $8.79K | Cut−$50K |
| Robertson Stephens Wealth Management, LLC | 3.92K | $242.3K | $8.63K | Added$8.69K |
| Sage Capital Advisors,llc | 3.9K | $241.1K | $8.51K | Added$13.1K |
| Diversified Portfolios, Inc. | 3.87K | $239.6K | $8.59K | Added$8.59K |
| Midwest Trust Co | 3.85K | $238.3K | $8.55K | Cut−$5.35K |
| Clark Capital Management Group, Inc. | 3.82K | $236.2K | $8.47K | Added$8.47K |
| Relyea Zuckerberg Hanson LLC | 3.8K | $235.2K | $8.44K | Added$8.44K |
| High Net Worth Advisory Group LLC | 3.8K | $235.2K | $8.44K | Added$8.44K |
| Glass Jacobson Investment Advisors llc | 3.77K | $233.4K | $8.37K | Added$8.37K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 3.72K | $230.2K | $8.26K | Added$8.26K |
| Alvarez & Marsal Private Wealth Partners, LLC | 3.71K | $229.7K | $8.24K | Added$8.24K |
| Allworth Financial LP | 3.67K | $227.4K | $8.16K | Cut−$20.5K |
| Note Advisors, LLC | 3.65K | $226K | $2.35K | Added$4.82K |
| Fortitude Advisory Group L.L.C. | 3.63K | $224.5K | $8.05K | Added$8.05K |
| NVWM, LLC | 3.51K | $217K | — | New |
| Arax Advisory Partners | 3.45K | $213.6K | $7.66K | Added$7.66K |
| Evercore Wealth Management, LLC | 3.4K | $210.5K | $7.55K | Added$7.55K |
| North Star Investment Management Corp. | 3.4K | $210.4K | $7.55K | Added$7.55K |
| CARDIFF PARK ADVISORS, LLC | 3.4K | $210.4K | $7.55K | Added$7.55K |
| Bison Wealth, LLC | 3.12K | $210.1K | — | New |
| D. E. Shaw & Co., Inc. | 3.38K | $209.3K | — | New |
| CASTLE WEALTH MANAGEMENT LLC | 3.35K | $207.3K | — | New |
| Merit Financial Group, LLC | 3.31K | $205.2K | — | New |
| Good Harbor Advisors, Inc. | 3.31K | $204.7K | — | New |
| Briggs Wealth Management, Inc | 3.3K | $204K | — | New |
| Orin Green Financial, LLC | 3.28K | $202.8K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.18K | $196.9K | $7.06K | Added$5.69K |
| GILPIN WEALTH MANAGEMENT, LLC | 3.14K | $194.3K | $6.97K | Added$6.97K |
| Physician Wealth Advisors, Inc. | 2.85K | $176.1K | $6.34K | Cut−$31.9K |
| Geneos Wealth Management Inc. | 2.83K | $174.9K | $6.27K | Added$6.27K |
| Private Wealth Management Group, LLC | 2.77K | $171.8K | $6.16K | Added$6.16K |
| IMG Wealth Management, Inc. | 2.5K | $154.8K | $5.55K | Added$5.55K |
| FRANKLIN RESOURCES INC | 2.5K | $154.7K | $5.55K | Added$5.55K |
| Steward Partners Investment Advisory, LLC | 2.49K | $153.9K | $5.54K | Cut−$77.8K |
| Advisory Services Network, LLC | 2.45K | $151.4K | — | New |
| NBC SECURITIES, INC. | 2.17K | $134.3K | $4.8K | Added$4.62K |
Who left
- FUKOKU MUTUAL LIFE INSURANCE Co$10.4M
- PRINCIPAL FINANCIAL GROUP INC$1.64M
- NewEdge Advisors, LLC$970.3K
- J.W. COLE ADVISORS, INC.$823.6K
- Envestnet Portfolio Solutions, Inc.$676.3K
- Apollon Wealth Management, LLC$608.8K
- AXXCESS WEALTH MANAGEMENT, LLC$508.6K
- BANK OF MONTREAL /CAN/$474.7K
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$444.5K
- Cetera Trust Company, N.A$302.8K
- Valeo Financial Advisors, LLC$263.2K
- Laurel Wealth Advisors LLC$95.3K
- FLAGSHIP HARBOR ADVISORS, LLC$47K
- OPTIMA CAPITAL LLC$17.3K
- Cape Investment Advisory, Inc.$6.92K
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.