Stock
Reported value
$957.7M
Holders
300
+35 new · −40 exited
Holders’ est. mark
$42.8M
Price effect on 221 books still in the name
Largest holder
$212.2M
FIL Ltd
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $429.6K
- Citadel0.0% · $250.2K
- Fidelity0.0% · $954.9K
- Icahn Capital0.0% · $256.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| FIL Ltd | 1.83M | $212.2M | — | New |
| Destination Wealth Management | 606.3K | $70.4M | $4.7M | Added$4.45M |
| MORGAN STANLEY | 589.6K | $68.5M | $4.57M | Cut−$2.82M |
| BANK OF AMERICA CORP /DE/ | 520K | $60.4M | $4.03M | Cut−$39M |
| PINKERTON WEALTH, LLC | 511.7K | $55.4M | $1 | Added$15.7M |
| PGIM Custom Harvest LLC | 436.3K | $50.7M | $3.38M | Added$1.38M |
| Steward Partners Investment Advisory, LLC | 424.7K | $49.3M | $3.14M | Added$5.47M |
| LPL Financial LLC | 369.2K | $42.9M | $2.86M | Cut−$1.76M |
| WELLS FARGO & COMPANY/MN | 192K | $22.3M | $1.49M | Cut−$3.19M |
| ROYAL BANK OF CANADA | 149.4K | $17.3M | $1.16M | Cut−$2.02M |
| RAYMOND JAMES FINANCIAL INC | 142.8K | $16.6M | $1.11M | Cut−$7.59M |
| LBMC INVESTMENT ADVISORS, LLC | 106.9K | $12.4M | $828.4K | Added$457.8K |
| ENVESTNET ASSET MANAGEMENT INC | 100K | $11.6M | $774.7K | Added$66.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 99.3K | $11.5M | $748.4K | Added$1.07M |
| AMERIPRISE FINANCIAL INC | 96.1K | $11.2M | $694.5K | Added$1.63M |
| OSAIC HOLDINGS, INC. | 72.9K | $8.47M | $564.9K | Cut−$1.45M |
| FORTE ASSET MANAGEMENT LLC | 69.2K | $8.03M | $536.1K | Added$480.9K |
| ARRIEN INVESTMENTS, INC. | 69.1K | $8.02M | $535.3K | Added$392.4K |
| AE Wealth Management LLC | 68.7K | $7.98M | $532.4K | Cut−$2.42M |
| Cetera Investment Advisers | 68.2K | $7.92M | $477.3K | Added$1.24M |
| TRUIST FINANCIAL CORP | 63.4K | $7.36M | $491.3K | Added$8.56K |
| GOLDMAN SACHS GROUP INC | 62.3K | $7.23M | $482.8K | Cut−$6.59M |
| Arete Wealth Advisors, LLC | 60.1K | $6.98M | — | New |
| UBS Group AG | 52.7K | $6.11M | $372.6K | Added$904.1K |
| FIRST NATIONAL BANK OF OMAHA | 48.7K | $5.67M | $342.8K | Added$405.1K |
| TWO SIGMA INVESTMENTS, LP | 45.6K | $5.29M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 45K | $5.2M | $246.5K | Added$1.37M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44.2K | $5.14M | $337.6K | Added$414K |
| MML INVESTORS SERVICES, LLC | 43.7K | $5.07M | $338.6K | Cut−$119.5K |
| Sanctuary Advisors, LLC | 36.3K | $4.22M | $140.4K | Added$2.25M |
| Prospera Financial Services Inc | 34.3K | $3.99M | $266.2K | Cut−$52.4K |
| CROBAN | 31.7K | $3.68M | $242.5K | Added$284.7K |
| Equitable Holdings, Inc. | 32.4K | $3.51M | −$0 | Cut−$1.66M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.2K | $3.5M | $233.8K | Cut−$747.8K |
| Private Advisor Group, LLC | 28.5K | $3.31M | $221K | Cut−$1.11M |
| CPR Investments Inc. | 26.1K | $3.03M | $202.2K | Added$45K |
| JPMORGAN CHASE & CO | 23.7K | $2.75M | $150.4K | Added$677.1K |
| STEPHENS INC /AR/ | 23.2K | $2.69M | $179.7K | Added$159.9K |
| PNC Financial Services Group, Inc. | 22.5K | $2.62M | $174.7K | Cut−$56.6K |
| HUNTINGTON NATIONAL BANK | 22.3K | $2.58M | $171K | Added$192.3K |
| STIFEL FINANCIAL CORP | 22K | $2.55M | $143.2K | Added$553.9K |
| Corient Private Wealth LLC | 21.1K | $2.43M | $139.3K | Added$103.7K |
| Sovran Advisors, LLC | 19.8K | $2.34M | $63.8K | Added$1.4M |
| Wealthstar Advisors, LLC | 19.3K | $2.24M | $149.3K | Cut−$435.1K |
| Beacon Pointe Advisors, LLC | 19K | $2.2M | $147.2K | Cut−$132.4K |
| EVERETT HARRIS & CO /CA/ | 18K | $2.09M | $139.8K | Added$139.8K |
| BOS Asset Management, LLC | 18K | $2.09M | $139.2K | Cut−$7.81K |
| Waverly Advisors, LLC | 17.8K | $2.07M | $137.9K | Added$138.3K |
| HARBOUR INVESTMENTS, INC. | 17K | $1.98M | $116.4K | Added$348.2K |
| First Citizens Financial Corp | 16.8K | $1.95M | $130.2K | Added$128.1K |
| D.A. DAVIDSON & CO. | 16.2K | $1.88M | $119.6K | Added$207.7K |
| Sunbelt Securities, Inc. | 15.5K | $1.8M | $57.3K | Added$1M |
| Cerity Partners LLC | 15.4K | $1.79M | $119.3K | Cut−$121.3K |
| HighTower Advisors, LLC | 14K | $1.62M | $108.4K | Cut−$113.6K |
| Essex LLC | 13.9K | $1.61M | $107.4K | Added$104K |
| Koshinski Asset Management, Inc. | 13.5K | $1.57M | $104.9K | Added$104.9K |
| WealthCare Investment Partners, LLC | 13.6K | $1.56M | $67.5K | Cut−$76.8K |
| Geneos Wealth Management Inc. | 13.2K | $1.53M | $102.3K | Added$46K |
| HOLDERNESS INVESTMENTS CO | 13K | $1.51M | $100.7K | Added$100.9K |
| Zurich Insurance Group Ltd/FI | 13K | $1.5M | $90.9K | Added$90.8K |
| Nikulski Financial, Inc. | 11.9K | $1.39M | $92.5K | Added$92.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.6K | $1.36M | $100K | Cut−$381.2K |
| Stratos Wealth Partners, LTD. | 11.7K | $1.36M | $80.3K | Added$234.7K |
| BANK OF MONTREAL /CAN/ | 11.6K | $1.35M | $90.1K | Cut−$9.77K |
| Fifth Third Securities, Inc. | 11.5K | $1.34M | $22K | Added$1.03M |
| Independent Advisor Alliance | 11.5K | $1.34M | — | New |
| Atria Investments, Inc | 11.4K | $1.33M | $72.7K | Added$309.3K |
| Jaffetilchin Investment Partners, LLC | 10.9K | $1.26M | $84.2K | Added$84.3K |
| FIFTH THIRD BANCORP | 10.8K | $1.25M | $651 | Added$1.24M |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.77K | $1.13M | $75.7K | Cut−$1.51M |
| MLP3, LLC | 9.27K | $1.08M | $71.8K | Added$17.4K |
| Sigma Planning Corp | 8.84K | $1.03M | $62K | Added$161.8K |
| Quantinno Capital Management LP | 8.79K | $1.02M | $57K | Added$223.9K |
| Kestra Advisory Services, LLC | 8.63K | $1M | $60.4K | Added$157K |
| Arkadios Wealth Advisors | 8.56K | $994.1K | $60.6K | Added$148.6K |
| FRANKLIN RESOURCES INC | 8.28K | $961.4K | $64.2K | Added$64.2K |
| Fidelity | 8.22K | $954.9K | $61.1K | Added$100.6K |
| Bank of New York Mellon Corp | 8.12K | $943.1K | $52.5K | Added$209.8K |
| Forvis Mazars Wealth Advisors, LLC | 8K | $928.5K | $60.4K | Added$83.8K |
| Wealth Management Associates, Inc. | 7.99K | $927.8K | $61.3K | Added$70.2K |
| Ridge Creek Global, Inc | 7.82K | $908.4K | $60.6K | Added$60.6K |
| Simmons Bank | 7.74K | $898.2K | $60K | Added$31.2K |
| U.S. Capital Wealth Advisors, LLC | 7.61K | $884.1K | $59K | Added$32.4K |
| CAPTRUST FINANCIAL ADVISORS | 7.38K | $856.8K | $49.3K | Added$167.5K |
| PKS Advisory Services, LLC | 7.36K | $854.3K | $55.8K | Added$74.3K |
| Capital Investment Advisors, LLC | 7.07K | $820.7K | $54.8K | Added$52.6K |
| IMC-Chicago, LLC | 7K | $812.8K | — | New |
| Gerber Kawasaki Wealth & Investment Management | 6.92K | $803.7K | $53.4K | Added$57.6K |
| GARRISON POINT ADVISORS, LLC | 6.88K | $799.2K | $53.3K | Added$49.6K |
| Mullooly Asset Management, Inc. | 6.86K | $795.8K | $52.9K | Added$54.8K |
| Sharkey, Howes & Javer | 6.85K | $795.2K | $53.1K | Cut−$107.4K |
| KKM Financial LLC | 6.96K | $754.7K | $0 | Held |
| High Net Worth Advisory Group LLC | 6.4K | $743.1K | $49.6K | Added$49.6K |
| SEI INVESTMENTS CO | 6.36K | $737.9K | $47.9K | Added$67.3K |
| HBW ADVISORY SERVICES LLC | 6.33K | $735.4K | $46.3K | Added$87.4K |
| Independence Bank of Kentucky | 6.16K | $715.5K | $47.8K | Added$34.8K |
| OPPENHEIMER & CO INC | 5.93K | $689K | $45.9K | Added$47.5K |
| Mutual Advisors, LLC | 5.76K | $668.7K | $44.6K | Cut−$115.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.72K | $664K | $44.3K | Cut−$24.3K |
| Astoria Portfolio Advisors LLC. | 5.5K | $641.9K | — | New |
| Westerkirk Capital Inc. | 5.45K | $632.9K | $42.2K | Added$42.2K |
| Retirement Management Systems Inc. | 5.36K | $622.1K | $41.5K | Added$11K |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 5.2K | $603.8K | $40.3K | Added$40.3K |
| Rockefeller Capital Management L.P. | 5.11K | $593.7K | $34.8K | Added$107.4K |
| Evanson Asset Management, LLC | 4.78K | $554.8K | $37K | Added$37.7K |
| Fiduciary Alliance LLC | 4.72K | $549.3K | $35.7K | Added$61.7K |
| Creative Planning | 4.7K | $545.9K | $36.4K | Added$14.7K |
| MONEY CONCEPTS CAPITAL CORP | 4.58K | $531.6K | $31.5K | Added$92.2K |
| Apollon Wealth Management, LLC | 4.57K | $530.9K | $35.4K | Cut−$100.5K |
| Kesler, Norman & Wride, LLC | 4.56K | $529.9K | $35.4K | Cut−$388.1K |
| Empirical Asset Management, LLC | 4.52K | $525K | $34.9K | Added$36.7K |
| TD Waterhouse Canada Inc. | 3.16K | $496.7K | $24.1K | Added$443.7K |
| NTV Asset Management LLC | 4.24K | $492.3K | $17.4K | Added$249.6K |
| HANCOCK WHITNEY CORP | 4.11K | $486.1K | $37.4K | Added$78.9K |
| Quartz Partners, LLC | 4.14K | $480.8K | $24.7K | Added$135.9K |
| Grant Private Wealth Management Inc | 4.13K | $479.2K | $32K | Cut−$45.4K |
| Brookwood Investment Group LLC | 4.11K | $477.6K | $30.1K | Added$56.9K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 4.11K | $477.3K | $31.8K | Added$31.9K |
| Madden Advisory Services, Inc. | 4.11K | $477.2K | $31.9K | Added$31.3K |
| Merit Financial Group, LLC | 4.1K | $475.5K | $17.4K | Added$232.5K |
| Pinnacle Financial Partners, Inc. | 4.03K | $468.4K | $31.4K | Added$23.2K |
| Mariner, LLC | 3.81K | $442.5K | $29.6K | Cut−$259.4K |
| SMITH, MOORE & CO. | 3.81K | $441.9K | $27.2K | Added$60.9K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3.8K | $441.2K | $29.4K | Added$29.4K |
| CacheTech Inc. | 3.72K | $431.9K | $27.3K | Added$49.9K |
| Adams Wealth Management | 3.72K | $431.9K | $27.3K | Added$49.9K |
| Brookstone Capital Management | 3.71K | $431.4K | $26.5K | Added$60.5K |
| Renaissance Technologies | 3.7K | $429.6K | — | New |
| B. Riley Wealth Advisors, Inc. | 3.58K | $415.5K | $19.7K | Added$143.1K |
| Lighthouse Financial LLC | 3.5K | $406.4K | $27.1K | Added$27.1K |
| JOHNSON INVESTMENT COUNSEL INC | 3.47K | $402.7K | $25.4K | Added$46.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.37K | $391.4K | $26K | Cut−$30.1K |
| Summit Financial, LLC | 3.32K | $386K | $25.8K | Added$19.3K |
| Beacon Capital Management, LLC | 3.31K | $384.4K | $20.7K | Added$94.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.27K | $379.9K | $22.2K | Added$69.4K |
| Arax Advisory Partners | 3.18K | $369.5K | $2.2K | Added$338.7K |
| Legacy Wealth Partners, LLC | 3.12K | $362.5K | $24.2K | Added$24.2K |
| Advisory Alpha, LLC | 3.12K | $362.3K | $24K | Added$26.3K |
| CIBC Bancorp USA Inc. | 3.06K | $355.5K | — | Held |
| COMMERCE BANK | 3.02K | $351.2K | $20.1K | Added$70K |
| HSBC HOLDINGS PLC | 3K | $348.3K | $23.2K | Cut−$78.6M |
| Synergy Asset Management, LLC | 2.97K | $345K | $14.4K | Added$143.5K |
| Forbes Financial Planning, Inc. | 2.93K | $340.3K | $22.1K | Added$30.7K |
| Moors & Cabot, Inc. | 2.9K | $336.5K | $20.9K | Added$44.8K |
| Carl P. Sherr & Co., LLC | 2.9K | $336.1K | $18.2K | Added$18.2K |
| Lido Advisors, LLC | 2.9K | $336.1K | $18.8K | Added$19.9K |
| Prime Capital Investment Advisors, LLC | 2.89K | $335.1K | $22.4K | Added$17.7K |
| Integrated Wealth Concepts LLC | 2.79K | $323.7K | — | New |
| EP Wealth Advisors, LLC | 2.69K | $312.7K | $20.9K | Added$20.9K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.67K | $310.1K | $20.7K | Added$11.5K |
| Field & Main Bank | 2.61K | $303K | $20.2K | Added$13.2K |
| Royal Fund Management, LLC | 2.61K | $302.9K | $20.2K | Cut−$14.4K |
| BROWN ADVISORY INC | 2.58K | $299.4K | $20K | Added$20K |
| GAMCO INVESTORS, INC. ET AL | 2.58K | $299K | $20K | Added$20K |
| Cornerstone Management, Inc. | 2.56K | $297.1K | $19.8K | Added$19.8K |
| Heritage Trust Co | 2.56K | $297K | $19.8K | Added$19.8K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.55K | $296.1K | — | Held |
| Greenspring Advisors, LLC | 2.55K | $296K | $19.8K | Added$15.6K |
| North Star Investment Management Corp. | 2.46K | $285.4K | $19K | Added$19K |
| Weaver Consulting Group | 2.45K | $284.1K | $19K | Added$19.1K |
| CHILDRESS CAPITAL ADVISORS, LLC | 2.39K | $277.7K | $18.5K | Added$18.5K |
| NEUBERGER BERMAN GROUP LLC | 2.39K | $277.7K | $18.5K | Added$18.5K |
| Focus Partners Advisor Solutions, LLC | 2.35K | $273.2K | $18.2K | Added$14.8K |
| Valmark Advisers, Inc. | 2.27K | $263.6K | $17.5K | Added$18.5K |
| TPG Advisors LLC | 2.25K | $260.7K | $17.4K | Added$17.4K |
| Icahn Capital | 2.21K | $256.7K | $17.1K | Added$17.1K |
| Allworth Financial LP | 2.21K | $256K | $17K | Added$17.3K |
| PICTON MAHONEY ASSET MANAGEMENT | 2.2K | $255.4K | $13.2K | Added$71.3K |
| DAVENPORT & Co LLC | 2.2K | $255K | — | New |
| Citadel | 2.15K | $250.2K | $16.7K | Cut−$4.74M |
| Keystone Wealth Services, LLC | 2.12K | $246.2K | $16.4K | Added$16.4K |
| Caprock Group, LLC | 2.1K | $243.7K | $15.5K | Added$26.9K |
| Gotham Asset Management, LLC | 2.1K | $243.4K | — | New |
| Midwest Trust Co | 2.09K | $242.9K | $16.2K | Added$16.2K |
| Rede Wealth, LLC | 2.07K | $240.8K | $16.1K | Added$16.1K |
| IHT Wealth Management, LLC | 2.07K | $240.6K | $15.3K | Added$27.6K |
| First Heartland Consultants, Inc. | 2.06K | $239.5K | $15.9K | Added$16K |
| XML Financial, LLC | 2.02K | $234.6K | — | New |
| Beacon Financial Advisory LLC | 2.02K | $234.3K | — | New |
| Modera Wealth Management, LLC | 1.97K | $228.9K | $15.3K | Added$15.3K |
| Discipline Wealth Solutions, LLC | 1.96K | $227.3K | $14.9K | Added$18.5K |
| Sun Group Wealth Partners | 1.94K | $225.7K | $14.7K | Added$19.8K |
| Coastal Bridge Advisors, LLC | 1.94K | $224.8K | $15K | Added$11.6K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.93K | $223.7K | $14.9K | Added$15.8K |
| DAVIS R M INC | 1.9K | $220.6K | — | New |
| Meridian Wealth Management, LLC | 1.86K | $216.6K | $14.4K | Added$15.1K |
| Wealthcare Advisory Partners LLC | 1.85K | $214.9K | — | New |
| GTS SECURITIES LLC | 1.85K | $214.8K | — | New |
| Wealthspire Advisors, LLC | 1.85K | $214.6K | $14.3K | Added$14.3K |
| Avantax Planning Partners, Inc. | 1.83K | $213.1K | — | New |
| &PARTNERS | 1.83K | $212.8K | — | New |
| Sequoia Financial Advisors, LLC | 1.8K | $209.3K | — | New |
| Helium Advisors LLC | 1.77K | $206.1K | — | New |
| OneDigital Investment Advisors LLC | 1.75K | $203.5K | — | New |
| Farther Finance Advisors, LLC | 1.74K | $202.9K | $14.4K | Added$6.89K |
| Tyche Wealth Partners LLC | 1.75K | $202.7K | — | New |
| Washington Trust Bank | 1.73K | $200.8K | $13.4K | Cut−$66.5K |
| Nova Wealth Management, Inc. | 1.67K | $194K | $11K | Added$40.1K |
| CENTRAL TRUST Co | 1.66K | $193.2K | $12.9K | Added$12.9K |
| AdvisorNet Financial, Inc | 1.65K | $191.4K | $12.7K | Added$13.4K |
| Advanced Asset Management Advisors Inc | 1.61K | $186.7K | $12.5K | Added$12.5K |
| US BANCORP \DE\ | 1.51K | $175.6K | $11.7K | Cut−$23.1K |
| Atlantic Edge Private Wealth Management, LLC | 1.47K | $170.7K | $11.4K | Added$10.9K |
| BlackRock, Inc. | 1.42K | $165.1K | $8.77K | Added$42.4K |
| N.E.W. Advisory Services LLC | 1.24K | $144.4K | $9.64K | Added$9.64K |
| CITIGROUP INC | 1.21K | $140.5K | $5.46K | Added$64.2K |
| CWM, LLC | 1.15K | $133.8K | $93K | Added$133.7K |
| Milestone Investment Advisors LLC | 940 | $109.1K | $7.29K | Added$7.29K |
| NewEdge Advisors, LLC | 4.9K | $96.5K | −$434.5K | Cut−$525.8K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 800 | $93.7K | $6.99K | Added$6.99K |
| Advisory Services Network, LLC | 793 | $92.1K | — | New |
| Sterling Capital Management LLC | 770 | $89.4K | $5.97K | Added$5.97K |
| Strategic Investment Solutions, Inc. /IL | 752 | $87.3K | $5.83K | Added$5.83K |
| MATHER GROUP, LLC. | 724 | $84.1K | — | New |
| GLENMEDE TRUST CO NA | 700 | $81.3K | $5.42K | Added$5.42K |
| SHP Wealth Management | 700 | $81.3K | $5.42K | Added$5.42K |
| UMB Bank, n.a. | 675 | $78.4K | $5.23K | Added$5.23K |
| ENTRUST FINANCIAL LLC | 669 | $77.6K | $5.18K | Added$5.18K |
| ASSETMARK, INC | 651 | $75.6K | $3.02K | Added$33.3K |
| Colonial Trust Co / SC | 600 | $69.7K | $4.65K | Added$4.65K |
| Capital Investment Advisory Services, LLC | 598 | $69.4K | $4.63K | Added$4.98K |
| AlphaCore Capital LLC | 575 | $66.8K | $4.46K | Added$4.46K |
| BLAIR WILLIAM & CO/IL | 543 | $63K | $4.21K | Added$4.21K |
| BLUELINE ADVISORS LLC | 515 | $59.8K | $3.99K | Cut−$11.3K |
| Security National Bank | 500 | $58.1K | $3.88K | Added$3.88K |
| Davis Capital Management | 466 | $54.1K | $3.61K | Added$3.61K |
| Sound Income Strategies, LLC | 438 | $51K | $2.82K | Added$3.05K |
| SOA Wealth Advisors, LLC. | 407 | $47.3K | $3.15K | Cut−$11.7K |
| IFP Advisors, Inc | 405 | $47K | $3.14K | Cut−$2.17K |
| MATRIX PRIVATE CAPITAL GROUP LLC | 400 | $46.4K | $3.1K | Added$3.1K |
| Westside Investment Management, Inc. | 380 | $44.1K | $1.55K | Added$22.4K |
| Beaird Harris Wealth Management, LLC | 370 | $43K | $2.87K | Added$2.87K |
| Hilltop National Bank | 366 | $42.5K | $2.84K | Added$2.84K |
| Rice Partnership, LLC | 358 | $41.6K | $2.77K | Added$2.77K |
| Cherry Tree Wealth Management, LLC | 356 | $41.3K | $2.76K | Added$2.76K |
| MAI Capital Management | 349 | $40.5K | $2.7K | Added$2.71K |
| CoreCap Advisors, LLC | 342 | $39.7K | $2.66K | Cut−$3.38M |
| SIGNATUREFD, LLC | 342 | $39.7K | $2.62K | Added$2.85K |
| Western Wealth Management, LLC | 326 | $37.9K | — | New |
| WealthShield Partners, LLC | 306 | $35.5K | $2.37K | Added$2.37K |
| Vanguard National Trust Co | 295 | $34.3K | — | Held |
| Strive Financial Group ,LLC | 274 | $32K | $2.31K | Added$2.31K |
| Larson Financial Group LLC | 249 | $29K | — | New |
| ST GERMAIN D J CO INC | 233 | $27.1K | $1.81K | Added$1.81K |
| Front Row Advisors LLC | 218 | $25.3K | $1.69K | Added$1.69K |
| Provenance Wealth Advisors, LLC | 214 | $24.8K | $1.66K | Added$1.66K |
| Synergy Investment Management, LLC | 206 | $24K | — | New |
| Anchor Investment Management, LLC | 203 | $23.6K | $1.58K | Added$1.7K |
| Ancora Advisors LLC | 200 | $23.2K | $1.55K | Added$1.55K |
| First Command Advisory Services, Inc. | 183 | $21.2K | $1.42K | Added$1.42K |
Who left
- Cresset Asset Management, LLC$19.2M
- SHERMAN PORFOLIOS, LLC$17.5M
- Camarda Financial Advisors, LLC$13.2M
- MinichMacGregor Wealth Management, LLC$12M
- RPS ADVISORY SOLUTIONS LLC$8.9M
- Summit Financial Consulting LLC$7.1M
- BNP PARIBAS FINANCIAL MARKETS$5.44M
- Stratos Wealth Advisors, LLC$5.03M
- Three Seasons Wealth, LLC$4.29M
- Lifestyle Asset Management, Inc.$3.13M
- J.W. COLE ADVISORS, INC.$3.04M
- Balboa Wealth Partners$2.74M
- USA FINANCIAL FORMULAS$2.53M
- Brendel Financial Advisors LLC$868.9K
- Buck Wealth Strategies, LLC$853.4K
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.