Stock
Reported value
$933.5M
Holders
332
+40 new · −22 exited
Holders’ est. mark
−$2.66M
Price effect on 220 books still in the name
Largest holder
$115.1M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $1.15M
- Citadel0.0% · $2.41M
- Fidelity0.0% · $3.78M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 780.3K | $115.1M | −$491.5K | Cut−$3.33M |
| WELLS FARGO & COMPANY/MN | 450.3K | $66.4M | −$283.8K | Cut−$2.06M |
| PGIM Custom Harvest LLC | 385.6K | $56.9M | −$209.1K | Added$7.7M |
| BANK OF AMERICA CORP /DE/ | 362.6K | $53.5M | −$228.4K | Cut−$31.3M |
| LPL Financial LLC | 312.5K | $46.1M | −$196.4K | Cut−$89.6K |
| UBS Group AG | 256K | $37.8M | −$161.3K | Cut−$2.67M |
| Kozak & Associates, Inc. | 219.2K | $34.4M | $532.8K | Added$1.22M |
| ROYAL BANK OF CANADA | 226.3K | $33.4M | −$133.8K | Added$1.95M |
| MML INVESTORS SERVICES, LLC | 214.2K | $31.6M | −$134.9K | Cut−$6.52M |
| RAYMOND JAMES FINANCIAL INC | 204K | $30.1M | −$118.3K | Added$2.28M |
| Legacy Edge Advisors, LLC | 110.3K | $16.3M | −$65.5K | Added$859.5K |
| OSAIC HOLDINGS, INC. | 101.9K | $15M | −$63.2K | Added$449.8K |
| Prospera Financial Services Inc | 96.4K | $14.2M | −$60.7K | Cut−$116.5K |
| AMERIPRISE FINANCIAL INC | 95.5K | $14.1M | −$44.7K | Cut−$49.7K |
| MinichMacGregor Wealth Management, LLC | 83.5K | $12.3M | −$47.2K | Added$1.23M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 65K | $9.59M | −$40.9K | Cut−$21.6M |
| GOLDMAN SACHS GROUP INC | 62.8K | $9.27M | −$35.6K | Added$905.9K |
| Sanctuary Advisors, LLC | 60K | $8.85M | −$32.1K | Added$1.31M |
| JONES FINANCIAL COMPANIES LLLP | 59.8K | $8.65M | −$180.7K | Added$1.04M |
| HighTower Advisors, LLC | 53.1K | $7.84M | −$33.6K | Cut−$884.1K |
| Well Done, LLC | 52.7K | $7.77M | −$31.4K | Added$391.9K |
| Focus Partners Wealth | 51.4K | $7.58M | −$8.1K | Added$5.67M |
| BNP PARIBAS FINANCIAL MARKETS | 50K | $7.38M | −$31.5K | Cut−$7.44M |
| Summit Financial Consulting LLC | 47.2K | $6.96M | — | New |
| STIFEL FINANCIAL CORP | 45.3K | $6.69M | −$28.3K | Added$64K |
| SOUTHERN CAPITAL ADVISORS, LLC | 43.8K | $6.46M | −$20.2K | Added$1.69M |
| Private Advisor Group, LLC | 43K | $6.35M | −$27.2K | Cut−$237.8K |
| ENVESTNET ASSET MANAGEMENT INC | 43K | $6.34M | −$25.7K | Added$313.4K |
| AE Wealth Management LLC | 41.6K | $6.14M | −$656 | Added$5.99M |
| JPMORGAN CHASE & CO | 42.7K | $6.12M | −$188.7K | Added$343K |
| Steward Partners Investment Advisory, LLC | 38.9K | $5.74M | −$20.9K | Added$849.5K |
| Cadent Capital Advisors, LLC | 38.4K | $5.66M | −$23.2K | Added$231.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 36.9K | $5.45M | −$22K | Added$279.3K |
| TRUIST FINANCIAL CORP | 35.6K | $5.25M | −$21.4K | Added$227.8K |
| Modus Advisors, LLC | 34.1K | $5.02M | −$21.5K | Cut−$906.6K |
| Odyssey Capital Advisors, Inc. | 33.5K | $4.94M | −$20.7K | Added$74.9K |
| First Citizens Financial Corp | 32.8K | $4.84M | −$20.7K | Cut−$67K |
| BlackRock, Inc. | 31.9K | $4.71M | −$20K | Cut−$8.98K |
| KINGSWOOD WEALTH ADVISORS, LLC | 31.6K | $4.66M | −$15.8K | Added$948.2K |
| Three Seasons Wealth, LLC | 31.3K | $4.62M | — | New |
| Cetera Investment Advisers | 28.3K | $4.18M | −$17.9K | Cut−$4.09M |
| PRINCIPAL SECURITIES, INC. | 28.1K | $4.14M | −$16.5K | Added$266.2K |
| Fidelity | 25.7K | $3.78M | −$14.1K | Added$448.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.5K | $3.76M | −$14.7K | Added$298.4K |
| Frank, Rimerman Advisors LLC | 24.5K | $3.61M | −$15.4K | Cut−$15.4K |
| Mariner, LLC | 24.3K | $3.58M | −$19.4K | Added$115.1K |
| Atria Investments, Inc | 24K | $3.54M | −$12.5K | Added$605.1K |
| Adirondack Capital Advisors, LLC | 22.3K | $3.29M | −$11.9K | Added$501.3K |
| OpenArc Corporate Advisory, LLC | 19.6K | $2.88M | −$3.98K | Added$1.95M |
| Creative Planning | 19.3K | $2.85M | −$12.2K | Added$7.59K |
| Tudor Financial Inc. | 19.2K | $2.83M | −$12.2K | Cut−$35K |
| Shulman DeMeo Asset Management LLC | 19K | $2.81M | −$11.9K | Cut−$23.2K |
| Smartleaf Asset Management LLC | 19.3K | $2.77M | −$120.8K | Cut−$138K |
| Rockefeller Capital Management L.P. | 18.5K | $2.73M | −$11.7K | Cut−$8.2K |
| SCS Capital Management LLC | 18.1K | $2.66M | −$11.4K | Cut−$104.3K |
| Zurich Insurance Group Ltd/FI | 17.4K | $2.56M | −$35.4K | Cut−$35.4K |
| Bank of New York Mellon Corp | 17.3K | $2.55M | −$9.19K | Added$374.7K |
| Perigon Wealth Management, LLC | 16.8K | $2.47M | −$10.5K | Cut−$19.4K |
| Waverly Advisors, LLC | 16.6K | $2.45M | −$10.4K | Cut−$11.8K |
| Citadel | 16.3K | $2.41M | — | New |
| Equitable Holdings, Inc. | 14.6K | $2.17M | −$1 | Cut−$196.3K |
| Laurel Wealth Advisors LLC | 13.7K | $2.15M | $119.5K | Added$206.8K |
| Merkkuri Wealth Advisors LLC | 14.4K | $2.13M | −$8.88K | Added$41.4K |
| MMBG INVESTMENT ADVISORS CO. | 14.3K | $2.11M | −$9.03K | Cut−$197.2K |
| Castle Rock Wealth Management, LLC | 14.2K | $2.11M | −$94.5K | Cut−$855.2K |
| KKM Financial LLC | 13.7K | $2.03M | $0 | Held |
| IHT Wealth Management, LLC | 13.5K | $1.99M | −$61.8K | Cut−$123.4K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 12.3K | $1.92M | $94.4K | Added$94.4K |
| SCOTIA CAPITAL INC. | 12.1K | $1.78M | −$7.29K | Added$378 |
| Waterloo Capital, L.P. | 12K | $1.78M | −$7.54K | Cut−$4.29K |
| JBR Co Financial Management Inc | 11.8K | $1.76M | $0 | Held |
| Virtue Capital Management, LLC | 12.2K | $1.75M | — | New |
| Essex LLC | 11.4K | $1.69M | −$7.08K | Added$22.1K |
| Snowden Capital Advisors LLC | 11.4K | $1.69M | −$7.32K | Cut−$19.6K |
| Stillwater Capital Advisors, LLC | 11.1K | $1.64M | −$7K | Cut−$146K |
| CITIGROUP INC | 11K | $1.63M | −$6.96K | Cut−$2.05M |
| Tower Research Capital LLC (TRC) | 10.9K | $1.61M | — | New |
| DAVENPORT & Co LLC | 10.7K | $1.58M | −$6.76K | Cut−$322.1K |
| Quantinno Capital Management LP | 10.1K | $1.49M | −$6.35K | Cut−$13.5K |
| Baird Financial Group, Inc. | 9.93K | $1.47M | −$6.25K | Cut−$3.74K |
| HUNTINGTON NATIONAL BANK | 9.57K | $1.41M | −$5.55K | Added$105.8K |
| Keating Financial Advisory Services, Inc. | 9.49K | $1.4M | −$5.93K | Cut−$180K |
| BANK OF MONTREAL /CAN/ | 9.46K | $1.4M | −$5.96K | Cut−$137.7K |
| Ameritas Advisory Services, LLC | 8.9K | $1.31M | −$5.61K | Cut−$29.9K |
| Ignite Planners, LLC | 8.89K | $1.31M | −$56.4K | Cut−$55.6K |
| Ridge Creek Global, Inc | 8.89K | $1.31M | −$5.6K | Cut−$5.6K |
| Rollins Financial Advisors, LLC | 8.85K | $1.31M | −$4.59K | Added$237.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.77K | $1.29M | −$5.53K | Cut−$37.7K |
| Empirical Asset Management, LLC | 8.73K | $1.29M | −$5.5K | Cut−$25.6K |
| RIK SAYLOR FINANCIAL, INC. | 8.68K | $1.28M | −$5.51K | Cut−$24.6K |
| Fifth Third Securities, Inc. | 8.63K | $1.27M | −$5.38K | Cut−$74.7K |
| KENNICOTT CAPITAL MANAGEMENT LLC | 8.05K | $1.19M | −$5.08K | Cut−$5.08K |
| Icahn Capital | 7.79K | $1.15M | — | New |
| CAPTRUST FINANCIAL ADVISORS | 7.68K | $1.13M | −$4.91K | Cut−$4.76K |
| JANE STREET GROUP, LLC | 7.59K | $1.12M | — | New |
| BROWN ADVISORY INC | 7.36K | $1.09M | −$4.64K | Cut−$4.64K |
| TRITONPOINT WEALTH, LLC | 7.33K | $1.08M | −$4.85K | Cut−$45.6K |
| FIFTH THIRD BANCORP | 7.26K | $1.07M | — | New |
| Advisory Services Network, LLC | 7.24K | $1.07M | −$4.01K | Added$146.2K |
| Clearstead Advisors, LLC | 7.24K | $1.07M | −$4.36K | Added$54.7K |
| Nikulski Financial, Inc. | 7.21K | $1.06M | −$3.25K | Added$300.4K |
| Beacon Pointe Advisors, LLC | 6.82K | $1.01M | −$4.41K | Cut−$122.5K |
| PLANNING DIRECTIONS INC | 6.77K | $999.1K | −$4.14K | Cut−$29.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.76K | $997.5K | −$4.32K | Cut−$36.2K |
| Simmons Bank | 6.74K | $994.3K | −$4.25K | Cut−$82.2K |
| CWM, LLC | 6.65K | $981.7K | $941.5K | Added$980.7K |
| Sunbelt Securities, Inc. | 6.53K | $962.7K | −$3.89K | Added$48.5K |
| MUIRFIELD WEALTH ADVISORS LLC | 6.36K | $937.8K | −$3.65K | Added$80.7K |
| Zhang Financial LLC | 6.33K | $933.8K | −$1.04K | Added$688.7K |
| Arkadios Wealth Advisors | 6.12K | $903.3K | −$3.88K | Added$41.1K |
| Kestra Advisory Services, LLC | 5.69K | $839.8K | −$3.6K | Cut−$132.5K |
| Qube Research & Technologies Ltd | 5.69K | $839.8K | — | New |
| Allen Investment Management, LLC | 5.64K | $832K | −$3.55K | Cut−$3.55K |
| Glenview Trust Co | 5.63K | $830.8K | −$3.55K | Cut−$190.7K |
| Modera Wealth Management, LLC | 5.54K | $817.8K | −$3.58K | Cut−$3.43K |
| STEPHENS INC /AR/ | 5.54K | $816.9K | −$3.46K | Added$13.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.51K | $813.2K | −$3.55K | Cut−$448 |
| Apeiron RIA LLC | 5.16K | $761.5K | −$44.5K | Cut−$44.5K |
| D L CARLSON INVESTMENT GROUP INC | 5.12K | $755.8K | −$3.23K | Cut−$52.3K |
| BCS Wealth Management | 5.1K | $752.5K | −$3.21K | Cut−$758.9K |
| US BANCORP \DE\ | 5.04K | $743.2K | −$2.74K | Added$98K |
| Coastal Bridge Advisors, LLC | 4.92K | $726K | −$3.1K | Cut−$30.1K |
| NAVELLIER & ASSOCIATES INC | 4.89K | $721.5K | — | New |
| U.S. Capital Wealth Advisors, LLC | 4.85K | $715.4K | −$3.03K | Added$3.46K |
| Meridian Wealth Management, LLC | 4.8K | $708K | −$3.09K | Cut−$20.7K |
| NTV Asset Management LLC | 4.77K | $704.1K | −$3.01K | Cut−$62.3K |
| EP Wealth Advisors, LLC | 4.74K | $699.8K | −$2.99K | Cut−$2.84K |
| Sovran Advisors, LLC | 4.39K | $697.1K | $13.1K | Added$13.1K |
| OneDigital Investment Advisors LLC | 4.7K | $692.6K | −$2.95K | Cut−$2.51K |
| PATTEN & PATTEN INC/TN | 4.51K | $665.4K | −$2.58K | Added$59.4K |
| Cornerstone Wealth Management, LLC | 4.46K | $657.4K | −$2.79K | Added$1.79K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4.41K | $651.3K | −$2.61K | Cut−$2.31K |
| One Charles Private Wealth Services, LLC | 4.23K | $624.1K | −$2.54K | Added$25.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.15K | $612.3K | −$2.19K | Added$98K |
| Vivaldi Capital Management LP | 4.13K | $609.6K | −$2.6K | Cut−$2.6K |
| CENTRAL VALLEY ADVISORS, LLC | 4.12K | $607.7K | −$2.59K | Cut−$26.9K |
| PNC Financial Services Group, Inc. | 4.09K | $603.1K | −$2.61K | Cut−$72.8K |
| Haverford Trust Co | 4K | $590.5K | −$2.52K | Cut−$2.52K |
| Sequoia Financial Advisors, LLC | 3.99K | $588.4K | −$2.07K | Added$100.8K |
| CIBC WORLD MARKET INC. | 3.97K | $585.3K | −$2.28K | Added$48K |
| Charter Oak Capital Management, LLC | 3.92K | $578.7K | −$2.47K | Cut−$91.4K |
| CreativeOne Wealth, LLC | 3.86K | $569.1K | −$1.55K | Added$203.9K |
| Lakeshore Capital Group, Inc. | 3.84K | $566.1K | −$2.45K | Cut−$9.86K |
| Cerity Partners LLC | 3.82K | $564K | −$2.41K | Cut−$30.9K |
| Allworth Financial LP | 3.7K | $546.3K | −$2.38K | Cut−$65.5K |
| Stonebridge Financial Planning Group, LLC | 3.7K | $545.7K | −$2.38K | Cut−$2.23K |
| M3 Advisory Group, LLC | 3.62K | $533.3K | −$2.27K | Cut−$2.12K |
| Noble Family Wealth, LLC | 3.6K | $531.1K | −$2.27K | Cut−$2.27K |
| NewEdge Wealth, LLC | 3.54K | $522.6K | — | New |
| Merit Financial Group, LLC | 3.54K | $522.3K | −$1.93K | Added$65.9K |
| TPG Advisors LLC | 3.5K | $516.1K | −$2.2K | Cut−$2.2K |
| Swisher Financial Concepts, Inc. | 3.42K | $504.6K | −$2.16K | Cut−$55.5K |
| Lifestyle Asset Management, Inc. | 3.41K | $503.4K | — | New |
| Mutual Advisors, LLC | 3.41K | $503.2K | −$2.21K | Cut−$97.9K |
| BLAIR WILLIAM & CO/IL | 3.38K | $499.1K | −$2.13K | Cut−$2.13K |
| Wealth Management Partners, LLC | 3.32K | $489.2K | −$2.09K | Cut−$2.09K |
| NORTHERN TRUST CORP | 3.24K | $478.6K | −$2.04K | Cut−$13.9K |
| Corient Private Wealth LLC | 3.42K | $471.3K | −$35.5K | Cut−$66.4K |
| Ausdal Financial Partners, Inc. | 3.04K | $448K | −$1.9K | Added$161 |
| Roehl & Yi Investment Advisors, LLC | 3.02K | $445.3K | −$1.9K | Cut−$1.9K |
| ADELL HARRIMAN & CARPENTER INC | 2.99K | $441.3K | −$1.88K | Cut−$2.18K |
| Geneos Wealth Management Inc. | 2.96K | $437K | −$1.87K | Cut−$1.87K |
| CITIZENS FINANCIAL GROUP INC/RI | 2.92K | $430.4K | −$1.84K | Cut−$1.55K |
| WHITTIER TRUST CO | 2.81K | $420.9K | −$13.9K | Cut−$13.9K |
| PARAGON FINANCIAL PARTNERS, INC. | 2.67K | $420.5K | $25.7K | Added$25.8K |
| Lido Advisors, LLC | 2.79K | $411.4K | −$373 | Cut−$304.9K |
| Parallel Advisors, LLC | 2.66K | $392K | −$1.45K | Added$50.2K |
| Cresset Asset Management, LLC | 2.6K | $383K | −$1.13K | Added$116.3K |
| COMMERCE BANK | 2.57K | $379K | −$1.62K | Cut−$1.62K |
| Concurrent Investment Advisors, LLC | 2.53K | $373K | −$1.55K | Cut−$4.81K |
| WealthCare Asset Management, LLC | 2.52K | $372.3K | — | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.52K | $371.9K | −$1.54K | Cut−$1.54K |
| BAILARD, INC. | 2.5K | $368.6K | −$1.57K | Cut−$1.57K |
| Commonwealth Financial Services, LLC | 2.46K | $362.5K | −$1.49K | Cut−$1.49K |
| Farther Finance Advisors, LLC | 2.4K | $357.4K | $2.03K | Added$69.2K |
| Royal Fund Management, LLC | 2.42K | $357.2K | −$1.63K | Cut−$37.9K |
| OPPENHEIMER & CO INC | 2.39K | $352.8K | −$1.51K | Cut−$4.47K |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2.38K | $351.7K | — | New |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2.37K | $349.7K | −$1.49K | Cut−$1.49K |
| Fisher Asset Management, LLC | 2.31K | $341.1K | — | New |
| SFE Investment Counsel | 2.28K | $336.5K | −$1.41K | Added$3.31K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.22K | $330.3K | −$13.5K | Cut−$132.5K |
| Mill Creek Capital Advisors, LLC | 2.2K | $324.6K | −$1.39K | Cut−$1.39K |
| Apollon Wealth Management, LLC | 2.19K | $323.5K | −$1.41K | Cut−$30.7K |
| JOHNSON INVESTMENT COUNSEL INC | 2.16K | $318.2K | −$1.36K | Cut−$450.3K |
| MAI Capital Management | 2.14K | $315.5K | −$1.31K | Cut−$1.16K |
| KCM INVESTMENT ADVISORS LLC | 2.13K | $315K | −$1.34K | Cut−$1.34K |
| Grey Fox Wealth Advisors, LLC | 2.12K | $312.8K | −$1.35K | Cut−$755 |
| GRIFFIN ASSET MANAGEMENT, INC. | 2.12K | $312.8K | −$1.34K | Cut−$11.4K |
| Gerald Baker Financial Group LLC | 2.12K | $312.1K | — | Held |
| Gladstone Institutional Advisory LLC | 2.11K | $311.9K | −$1.3K | Added$19.5K |
| IMC-Chicago, LLC | 2.11K | $311.2K | — | New |
| Sowell Financial Services LLC | 2.1K | $310.3K | −$1.29K | Cut−$1.15K |
| Dynasty Wealth Management, LLC | 2.09K | $308.1K | −$1.11K | Added$46K |
| Chemistry Wealth Management LLC | 2.05K | $302.6K | −$1.29K | Cut−$1.29K |
| Apollon Financial, LLC | 2.04K | $301.3K | −$1.21K | Added$16.6K |
| Stratos Investment Management, LLC | 2.02K | $298.6K | −$1.1K | Added$45.7K |
| CoreCap Advisors, LLC | 2.02K | $297.9K | −$1.16K | Cut−$1.02K |
| Dale Q Rice Investment Management Ltd | 2.01K | $296.3K | −$1.26K | Cut−$1.26K |
| Hilltop Holdings Inc. | 2K | $295.8K | −$1.26K | Cut−$1.26K |
| Wealthspire Advisors, LLC | 2K | $295.8K | −$1.26K | Cut−$143.5K |
| V2 Financial group LLC | 2K | $295.1K | −$1.26K | Cut−$1.26K |
| SONATA CAPITAL GROUP INC | 2K | $295.1K | −$1.26K | Cut−$1.26K |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.98K | $291.8K | −$877 | Cut−$39.6K |
| Samalin Investment Counsel, LLC | 1.97K | $291.3K | −$1.15K | Cut−$17.9K |
| CFM WEALTH PARTNERS LLC | 1.96K | $289.6K | −$1.24K | Cut−$1.24K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1.95K | $287.6K | −$1.23K | Cut−$1.23K |
| Chesapeake Wealth Management | 1.94K | $285.5K | −$1.22K | Cut−$18.3K |
| CIBC Bancorp USA Inc. | 1.9K | $280.2K | — | Held |
| Pictet North America Advisors SA | 1.89K | $279K | −$1.19K | Cut−$1.19K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.88K | $277.2K | −$384 | Added$186.8K |
| Fiduciary Alliance LLC | 1.76K | $275.7K | $14.6K | Added$15K |
| Centerline Wealth Advisors, LLC | 1.8K | $265.4K | — | New |
| TD Waterhouse Canada Inc. | 1.76K | $261.2K | $831 | Added$831 |
| M&T Bank Corp | 1.72K | $254.1K | — | New |
| Atlas Brown,Inc. | 1.71K | $251.8K | −$1.2K | Cut−$608 |
| Cardinal Point Capital Management ULC | 1.7K | $250.8K | −$1.07K | Cut−$1.07K |
| Venture Visionary Partners LLC | 1.7K | $250.8K | −$1.07K | Cut−$1.07K |
| Focus Partners Advisor Solutions, LLC | 1.65K | $243.9K | — | New |
| McClarren Financial Advisors, Inc. | 1.65K | $242.9K | −$221.6K | Cut−$586 |
| Connecticut Wealth Management, LLC | 1.64K | $242.3K | −$1.08K | Cut−$633 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.64K | $242.3K | −$1.03K | Cut−$1.03K |
| Soltis Investment Advisors LLC | 1.62K | $238.7K | −$1.02K | Cut−$1.02K |
| Sigma Planning Corp | 1.58K | $233.8K | −$1.01K | Cut−$862 |
| Kovack Advisors, Inc. | 1.57K | $233K | — | New |
| PETTYJOHN, WOOD & WHITE, INC | 1.57K | $231.6K | −$989 | Cut−$989 |
| Matthew Goff Investment Advisor, LLC | 1.55K | $228.5K | — | New |
| CENTRAL TRUST Co | 1.54K | $227.7K | −$910 | Cut−$910 |
| Beaumont Financial Advisors, LLC | 1.53K | $226.3K | −$967 | Cut−$967 |
| Stratos Wealth Partners, LTD. | 1.53K | $225.5K | −$1.05K | Cut−$40.5K |
| Gateway Wealth Partners, LLC | 1.53K | $225.2K | — | New |
| Daybright Advisory Services, Inc. | 1.52K | $224.7K | −$1.02K | Cut−$874 |
| Independent Advisor Alliance | 1.51K | $222.9K | — | New |
| Summit Financial, LLC | 1.5K | $221.7K | — | New |
| Millstone Evans Group, LLC | 1.5K | $221.3K | −$945 | Cut−$945 |
| PFG Advisors | 1.5K | $221K | — | New |
| Greenspring Advisors, LLC | 1.49K | $219.8K | −$986 | Cut−$64.4K |
| &PARTNERS | 1.49K | $219.5K | — | New |
| Integrated Wealth Concepts LLC | 1.48K | $218.8K | — | New |
| Russell Investments Group, Ltd. | 1.48K | $218K | −$799 | Added$10.9K |
| HARMONY ASSET MANAGEMENT LLC | 1.43K | $210.9K | −$823 | Cut−$33.6K |
| INSPIRION WEALTH ADVISORS, LLC | 1.41K | $207.6K | −$886 | Cut−$886 |
| HARBOUR INVESTMENTS, INC. | 1.41K | $207.5K | −$788 | Cut−$24.9K |
| Kingsview Wealth Management, LLC | 1.37K | $201.9K | — | New |
| Westside Investment Management, Inc. | 1.36K | $200.7K | −$857 | Cut−$857 |
| HFG Advisors, Inc. | 1.36K | $200.4K | −$856 | Cut−$856 |
| True Link Financial Advisors, LLC | 1.35K | $199.9K | −$853 | Cut−$853 |
| Federation des caisses Desjardins du Quebec | 1.2K | $177.6K | −$759 | Cut−$759 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.08K | $161.7K | $464 | Added$98.3K |
| Atlantic Edge Private Wealth Management, LLC | 1.09K | $160.8K | −$686 | Cut−$2.17K |
Who left
- NOMURA ASSET MANAGEMENT CO LTD$1.54M
- Capital Asset Advisory Services LLC$1.14M
- AXXCESS WEALTH MANAGEMENT, LLC$1.1M
- Biondo Investment Advisors, LLC$1.03M
- IFG Advisory, LLC$670.9K
- KM Capital Management Ltd.$510.3K
- 1832 Asset Management L.P.$410.1K
- Berkshire Money Management, Inc.$370.4K
- MANAGED ASSET PORTFOLIOS, LLC$347.2K
- INDEPENDENT FINANCIAL GROUP, LLC$288.6K
- J.W. COLE ADVISORS, INC.$239.3K
- INTEGRITY ALLIANCE, LLC.$234.8K
- FIRST TRUST ADVISORS LP$216.5K
- Commonwealth Retirement Investments LLC$76.8K
- FLAGSHIP HARBOR ADVISORS, LLC$61K
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.