Stock
Reported value
$588.3M
Holders
277
+17 new · −17 exited
Holders’ est. mark
−$22.7M
Price effect on 232 books still in the name
Largest holder
$67.3M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $2.12M
- Citadel0.0% · $2.06M
- Fidelity0.0% · $5.7M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 424.5K | $67.3M | −$3.12M | Cut−$5.36M |
| LPL Financial LLC | 304.5K | $48.2M | −$2.24M | Cut−$3.41M |
| BANK OF AMERICA CORP /DE/ | 249K | $39.5M | −$1.44M | Added$7.07M |
| Savant Capital, LLC | 154.7K | $24.5M | −$1.14M | Cut−$1.17M |
| PNC Financial Services Group, Inc. | 140.3K | $22.2M | −$1.03M | Cut−$1.51M |
| WELLS FARGO & COMPANY/MN | 128.5K | $20.4M | −$945.8K | Cut−$1.42M |
| Kestra Advisory Services, LLC | 105.5K | $16.7M | −$256.6K | Added$10.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 99.7K | $15.8M | −$733.5K | Cut−$823.5K |
| RAYMOND JAMES FINANCIAL INC | 96.3K | $15.3M | −$668.9K | Added$198.5K |
| Apella Capital, LLC | 84.8K | $14.7M | $606.2K | Added$428.6K |
| OSAIC HOLDINGS, INC. | 78.6K | $12.5M | −$467.2K | Added$1.96M |
| ROYAL BANK OF CANADA | 77.9K | $12.3M | −$566.3K | Cut−$405K |
| Rothschild Wealth LLC | 75.8K | $12M | −$557.6K | Cut−$950.9K |
| Cetera Investment Advisers | 61K | $9.67M | −$449.3K | Cut−$604.5K |
| UBS Group AG | 56.5K | $8.96M | −$416K | Cut−$1.46M |
| ENVESTNET ASSET MANAGEMENT INC | 43.5K | $6.9M | −$320.5K | Cut−$347.7K |
| AMERIPRISE FINANCIAL INC | 40.7K | $6.44M | −$301.1K | Cut−$1.61M |
| BANK OF MONTREAL /CAN/ | 40.3K | $6.39M | −$288.3K | Cut−$109.9K |
| Creative Planning | 38K | $6.02M | −$270.8K | Cut−$85.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36.4K | $5.81M | −$317.2K | Cut−$3.25M |
| STEINBERGANNA WEALTH MANAGEMENT | 36.6K | $5.8M | −$269.3K | Cut−$532.3K |
| Fidelity | 36K | $5.7M | −$249.6K | Added$78K |
| MAI Capital Management | 31.3K | $4.96M | −$230.3K | Cut−$474.7K |
| Bank of New York Mellon Corp | 30.2K | $4.79M | −$222.5K | Cut−$460.7K |
| ASPIRIANT, LLC | 29.7K | $4.71M | −$218.9K | Cut−$218.9K |
| FIFTH THIRD BANCORP | 29.5K | $4.68M | −$2.63K | Added$4.62M |
| Focus Partners Wealth | 29.4K | $4.66M | −$216.7K | Cut−$327.9K |
| ARKANSAS FINANCIAL GROUP, INC. | 28K | $4.61M | −$29.4K | Added$289.9K |
| Merit Financial Group, LLC | 28.8K | $4.56M | −$209.5K | Cut−$164.3K |
| MONEY CONCEPTS CAPITAL CORP | 28.4K | $4.49M | −$208.8K | Cut−$253.2K |
| DSG Capital Advisors, LLC | 24.8K | $3.93M | −$251K | Cut−$251K |
| Private Advisor Group, LLC | 24.8K | $3.93M | −$182.6K | Cut−$234.6K |
| GOLDMAN SACHS GROUP INC | 24.5K | $3.88M | −$180.4K | Cut−$2.19M |
| JPMORGAN CHASE & CO | 25.2K | $3.88M | −$299.2K | Cut−$276.1K |
| CAPTRUST FINANCIAL ADVISORS | 24.2K | $3.84M | −$177.6K | Cut−$166K |
| First Heartland Consultants, Inc. | 23.6K | $3.73M | −$173.5K | Cut−$236.2K |
| EP Wealth Advisors, LLC | 22.5K | $3.57M | −$165.9K | Cut−$194.9K |
| Asset Advisors Investment Management, LLC | 22K | $3.49M | −$162.3K | Cut−$212.9K |
| Lido Advisors, LLC | 21.1K | $3.34M | −$85K | Cut−$161.6K |
| ASL Financial, LLC | 20.4K | $3.23M | −$150.1K | Cut−$162.3K |
| STIFEL FINANCIAL CORP | 20K | $3.17M | −$143.3K | Cut−$56.3K |
| RITHOLTZ WEALTH MANAGEMENT | 19.5K | $3.1M | −$103.9K | Added$757.3K |
| TRUIST FINANCIAL CORP | 19.1K | $3.03M | −$140.8K | Cut−$148.2K |
| Ellis Investment Partners, LLC | 16.7K | $2.65M | −$121.6K | Cut−$94.1K |
| NorthRock Partners, LLC | 16.5K | $2.61M | −$121.4K | Cut−$195.4K |
| Sigma Planning Corp | 16.3K | $2.59M | −$80K | Added$784.1K |
| Steward Partners Investment Advisory, LLC | 15.5K | $2.46M | −$114.3K | Cut−$217.6K |
| Coastal Bridge Advisors, LLC | 15.3K | $2.43M | −$112.7K | Cut−$162.4K |
| Finley Financial, LLC | 15K | $2.38M | −$110.5K | Cut−$271.4K |
| HighTower Advisors, LLC | 14.3K | $2.27M | −$105.4K | Cut−$127.8K |
| Mariner, LLC | 13.5K | $2.13M | −$92.5K | Added$48K |
| Icahn Capital | 13.4K | $2.12M | −$98.4K | Cut−$180.5K |
| Stratos Wealth Advisors, LLC | 13.2K | $2.09M | −$97.1K | Cut−$251K |
| Citadel | 13K | $2.06M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.4K | $1.96M | −$36.5K | Added$1.14M |
| Greykasell Wealth Strategies, Inc. | 12.2K | $1.94M | −$90K | Cut−$102.4K |
| Sage Investment Advisers LLC | 12.1K | $1.93M | −$74.4K | Cut−$71.2K |
| KERR FINANCIAL PLANNING Corp | 9.79K | $1.69M | $72.6K | Added$124.9K |
| Mine & Arao Wealth Creation & Management, LLC. | 10.6K | $1.68M | −$78.3K | Cut−$91.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 10.3K | $1.64M | −$76K | Cut−$294K |
| Rockefeller Capital Management L.P. | 10.1K | $1.59M | −$71.7K | Cut−$21K |
| Kaydan Wealth Management, Inc. | 9.27K | $1.47M | −$68.2K | Cut−$70.2K |
| IHT Wealth Management, LLC | 9.21K | $1.46M | −$67.7K | Cut−$87.3K |
| BROWN ADVISORY INC | 9K | $1.43M | −$66.2K | Cut−$66.2K |
| Kelman-Lazarov, Inc. | 8.85K | $1.4M | −$65K | Cut−$68.5K |
| Farther Finance Advisors, LLC | 8.7K | $1.39M | −$32K | Added$526.3K |
| MML INVESTORS SERVICES, LLC | 8.14K | $1.29M | −$53.6K | Added$79.9K |
| Fayez Sarofim & Co | 8K | $1.27M | −$58.9K | Cut−$58.9K |
| JONES FINANCIAL COMPANIES LLLP | 7.56K | $1.17M | −$72K | Added$118.6K |
| Cullen/Frost Bankers, Inc. | 7.35K | $1.16M | −$53.8K | Cut−$51.3K |
| Novak & Powell Financial Services, Inc. | 7.33K | $1.16M | −$54K | Cut−$54K |
| Chung Wu Investment Group, LLC | 7.22K | $1.14M | −$38.4K | Added$278.5K |
| IBEX WEALTH ADVISORS | 6.62K | $1.05M | — | New |
| NWF Advisory Services Inc. | 6.53K | $1.03M | −$48.1K | Cut−$48.1K |
| CORTLAND ASSOCIATES INC/MO | 6.5K | $1.03M | −$48K | Cut−$48K |
| FOUNDERS FINANCIAL SECURITIES LLC | 6.2K | $1.03M | −$2.2K | Cut−$1.87K |
| Centric Wealth Management | 5.85K | $1.02M | $33.3K | Added$34.7K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 6.42K | $1.02M | — | Held |
| GenWealth Group, Inc. | 6.37K | $1.01M | −$64.2K | Cut−$64.2K |
| Legacy Capital Group California, Inc. | 6.34K | $1M | −$46.5K | Cut−$44.3K |
| Kovitz Investment Group Partners, LLC | 6.34K | $1M | −$46.5K | Cut−$44.3K |
| Waverly Advisors, LLC | 6K | $950.7K | −$44.2K | Cut−$69K |
| Equitable Holdings, Inc. | 5.67K | $939.5K | $0 | Added$99.5K |
| CIBC Bancorp USA Inc. | 5.87K | $930.7K | — | Held |
| OneDigital Investment Advisors LLC | 5.86K | $927.9K | −$43.1K | Cut−$44.7K |
| RIK SAYLOR FINANCIAL, INC. | 5.84K | $925.8K | −$43.1K | Cut−$61.8K |
| Bawa N Mallick Trust | 5.75K | $911.1K | −$42.3K | Cut−$42.3K |
| NATIONAL BANK OF CANADA /FI/ | 5.7K | $902.2K | −$42.2K | Cut−$75.4K |
| NORTHERN TRUST CORP | 5.53K | $876.2K | −$40.7K | Cut−$40.7K |
| V2 Financial group LLC | 5.5K | $871.5K | −$40.5K | Cut−$90.2K |
| TD Waterhouse Canada Inc. | 5.42K | $865K | −$29.2K | Added$84.9K |
| Badgley Phelps Wealth Managers, LLC | 5.44K | $861.3K | −$40K | Cut−$40K |
| Riverbend Wealth Management, LLC | 5.4K | $855.6K | −$39.7K | Cut−$39.7K |
| Federation des caisses Desjardins du Quebec | 5.31K | $841.4K | −$39.1K | Cut−$63.6K |
| PATTEN & PATTEN INC/TN | 5.11K | $809.2K | −$37.6K | Cut−$37.6K |
| Narus Financial Partners, LLC | 5.1K | $808.1K | −$37.5K | Cut−$37.5K |
| NEW WAVE WEALTH ADVISORS LLC | 4.8K | $760.6K | −$35.3K | Cut−$35.3K |
| Pinnacle Financial Partners, Inc. | 4.76K | $755.3K | −$33.3K | Cut−$836 |
| Beacon Pointe Advisors, LLC | 4.5K | $712.3K | — | New |
| Westside Investment Management, Inc. | 4.44K | $703.5K | −$23.9K | Added$165.5K |
| HighPoint Advisor Group LLC | 4.43K | $701.9K | −$32.2K | Cut−$21.3K |
| Daytona Street Capital LLC | 4.24K | $679.8K | −$23.2K | Cut−$23.2K |
| Corient Private Wealth LLC | 4.28K | $677.5K | −$31.1K | Cut−$22.9K |
| Baird Financial Group, Inc. | 4.2K | $665.6K | −$30.9K | Cut−$30.9K |
| Mutual Advisors, LLC | 4.15K | $657.6K | −$30.5K | Cut−$84.2K |
| Heritage Investment Group, Inc. | 4.09K | $648.7K | −$30.1K | Cut−$30.1K |
| Guardian Capital, LLC | 3.99K | $632.4K | −$29.3K | Cut−$154.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.97K | $628.4K | −$28.9K | Cut−$22.8K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 3.86K | $612.3K | −$22.4K | Added$106.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.85K | $609.2K | −$28.5K | Cut−$28.9K |
| Sovereign Financial Group, Inc. | 3.73K | $591.3K | −$27.5K | Cut−$33.1K |
| SkyOak Wealth, LLC | 3.73K | $591K | −$27.5K | Cut−$27.5K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.68K | $582.9K | −$27.1K | Cut−$27.1K |
| Larson Financial Group LLC | 3.61K | $572.4K | −$26.7K | Cut−$25.4K |
| Ballew Advisors, Inc | 3.43K | $567.6K | −$12K | Cut−$115.1K |
| Clark Asset Management, LLC | 3.54K | $560.9K | −$26.1K | Cut−$26.1K |
| Signal Advisors Wealth, LLC | 3.51K | $556.7K | −$25.8K | Cut−$181.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.48K | $551.7K | −$23.2K | Added$30K |
| Evanson Asset Management, LLC | 3.43K | $543.9K | −$25.1K | Cut−$24K |
| AE Wealth Management LLC | 3.39K | $537.5K | −$24.9K | Cut−$111.1K |
| CCG WEALTH MANAGEMENT, LLC | 3.3K | $523.2K | −$24.3K | Cut−$24.3K |
| Fairvoy Private Wealth, LLC | 3.29K | $521.8K | −$24.2K | Cut−$24.2K |
| Fiduciary Alliance LLC | 3.04K | $518.4K | $13.8K | Added$15K |
| Capital Investment Advisors, LLC | 3.26K | $516.5K | −$24.1K | Cut−$43.5K |
| Advisory Services Network, LLC | 3.18K | $504.4K | −$23.3K | Cut−$242.2K |
| Concurrent Investment Advisors, LLC | 3.14K | $498.2K | −$23.2K | Cut−$34.8K |
| US BANCORP \DE\ | 3.07K | $486.8K | −$22.6K | Cut−$31.9K |
| RWA WEALTH PARTNERS, LLC | 3.04K | $482.3K | −$22.4K | Cut−$22.4K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3K | $475.4K | $405.2K | Added$224.2K |
| Cresset Asset Management, LLC | 2.91K | $461.4K | — | New |
| CWM, LLC | 2.89K | $457.4K | $438.3K | Added$457K |
| Laurel Wealth Planning LLC | 2.85K | $452.2K | −$21K | Cut−$21K |
| Vontobel Holding Ltd. | 2.84K | $449.7K | — | New |
| Quantinno Capital Management LP | 2.83K | $449.2K | −$20.9K | Cut−$45.7K |
| Private Wealth Partners, LLC | 2.82K | $446.8K | −$20.8K | Cut−$20.8K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.82K | $446.5K | −$20.7K | Cut−$20.7K |
| Wealthspire Advisors, LLC | 2.79K | $441.4K | −$20.5K | Cut−$123.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.71K | $430.1K | −$20K | Cut−$19.7K |
| Financial Partners Group, Inc | 2.71K | $429.5K | −$26.2K | Cut−$26.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.6K | $412.1K | −$19.2K | Cut−$21.7K |
| SUMMIT WEALTH GROUP LLC / CO | 2.56K | $405.6K | — | New |
| Aspect Partners, LLC | 2.34K | $371.1K | −$17.2K | Cut−$17.2K |
| Cassaday & Co Wealth Management LLC | 2.33K | $369.3K | −$17.2K | Cut−$17.2K |
| PENOBSCOT WEALTH MANAGEMENT | 2.31K | $365.8K | −$17K | Cut−$17K |
| &PARTNERS | 2.3K | $364K | −$16.9K | Cut−$21.7K |
| Hubbell Strickland Wealth Management, LLC | 2.28K | $360.7K | −$16.7K | Cut−$16.4K |
| SONATA CAPITAL GROUP INC | 2.27K | $358.9K | −$16.7K | Cut−$265.2K |
| SP Asset Management LLC | 2.26K | $357.8K | −$16.6K | Cut−$15.8K |
| MELFA WEALTH MANAGEMENT, INC. | 2.25K | $357K | −$16.6K | Cut−$16.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.22K | $351.4K | −$16.3K | Cut−$16.3K |
| One Wealth Map LLC | 2K | $350.6K | $12.6K | Cut−$33K |
| Yoder Wealth Management, Inc. | 2.19K | $347K | −$16.1K | Cut−$16.1K |
| HARBOUR INVESTMENTS, INC. | 2.18K | $346K | −$696 | Added$330.2K |
| Essex LLC | 2.17K | $343.8K | −$16K | Cut−$16K |
| BURKE & HERBERT BANK & TRUST CO | 2.16K | $342.6K | −$15.9K | Cut−$52.4K |
| LEGACY FINANCIAL GROUP, INC. | 2.11K | $334.6K | −$15.5K | Cut−$15.5K |
| Planned Solutions, Inc. | 2.11K | $333.7K | −$15.5K | Cut−$15.5K |
| CERTUITY, LLC | 2.06K | $325.9K | −$15.1K | Cut−$15.1K |
| Kapstone Financial Advisors LLC | 2.05K | $325K | −$9.21K | Added$117.6K |
| Kingsview Wealth Management, LLC | 2.02K | $319.4K | −$14.8K | Cut−$21.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.01K | $318K | −$14.8K | Cut−$103.6K |
| Allworth Financial LP | 2K | $316.3K | −$13.7K | Added$7.2K |
| Edge Wealth Management LLC | 1.98K | $314K | −$14.6K | Cut−$14.6K |
| KKM Financial LLC | 1.88K | $311.4K | $0 | Held |
| Curat Global, LLC | 1.95K | $308.7K | −$14.3K | Cut−$14.3K |
| Wealthstar Advisors, LLC | 1.94K | $306.9K | −$14.2K | Cut−$29.8K |
| COOPER/HAIMS ADVISORS, LLC | 1.93K | $305K | −$14.2K | Cut−$33.9K |
| Sandy Cove Advisors, LLC | 1.92K | $304.6K | −$14.1K | Cut−$14.2K |
| Clarity Wealth Advisors, LLC | 1.92K | $303.7K | −$14.1K | Cut−$47.6K |
| Perigon Wealth Management, LLC | 1.9K | $301.1K | −$14K | Cut−$14K |
| PRINCIPAL SECURITIES, INC. | 1.89K | $299.1K | −$13.9K | Cut−$15.9K |
| Peachtree Investment Partners, LLC | 1.86K | $294.6K | −$13.7K | Cut−$103.7K |
| MBA Advisors LLC | 1.84K | $290.9K | −$13.6K | Cut−$12.9K |
| NORTH STAR ASSET MANAGEMENT INC | 1.8K | $285.2K | −$13.2K | Cut−$13.2K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1.8K | $285.2K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.79K | $283.1K | — | New |
| Hamrick Investment Counsel, llc | 1.77K | $280.2K | — | New |
| Guided Capital Wealth Management, LLC | 1.74K | $275.4K | −$12.8K | Cut−$12.8K |
| Balentine LLC | 1.73K | $273.5K | −$12.7K | Cut−$12.7K |
| Garner Asset Management Corp | 1.7K | $269.4K | −$12.4K | Cut−$12K |
| Arkadios Wealth Advisors | 1.69K | $267.2K | −$12.5K | Cut−$12.2K |
| SC&H Financial Advisors, Inc. | 1.64K | $259.2K | −$12K | Cut−$12K |
| Gladstone Institutional Advisory LLC | 1.57K | $249.4K | −$11.6K | Cut−$11.1K |
| BLB&B Advisors, LLC | 1.57K | $248.8K | −$11.6K | Cut−$11.6K |
| BridgePort Financial Solutions, LLC | 1.55K | $245K | −$11.3K | Cut−$11.3K |
| Great Lakes Retirement, Inc. | 1.52K | $241.3K | −$11.2K | Cut−$11.9K |
| WBH ADVISORY INC | 1.5K | $239.5K | −$9.24K | Cut−$9.24K |
| LAKE STREET PRIVATE WEALTH, LLC | 1.51K | $239.3K | −$11.1K | Cut−$13.3K |
| Galvin, Gaustad & Stein, LLC | 1.5K | $237.5K | −$11.1K | Cut−$10.5K |
| Freestone Capital Holdings, LLC | 1.5K | $236.9K | −$11K | Cut−$11K |
| Geneos Wealth Management Inc. | 1.48K | $234.2K | −$10.9K | Cut−$34.4K |
| WASHBURN CAPITAL MANAGEMENT, INC. | 1.45K | $230.2K | −$10.7K | Cut−$10.7K |
| SRH ADVISORS, LLC | 1.45K | $229.8K | −$10.7K | Cut−$10.7K |
| Main Street Research LLC | 1.45K | $229.1K | −$10.6K | Cut−$10.6K |
| Members Trust Co | 1.42K | $225K | −$10.5K | Cut−$10.5K |
| Wedmont Private Capital | 1.36K | $224.5K | −$4.51K | Cut−$4.51K |
| FAGAN ASSOCIATES, INC. | 1.4K | $221.8K | −$10.3K | Cut−$10.3K |
| Sanctuary Advisors, LLC | 1.38K | $219.3K | −$10.2K | Cut−$182.1K |
| Destination Wealth Management | 1.38K | $218.7K | −$10.2K | Cut−$10.2K |
| Tyche Wealth Partners LLC | 1.36K | $216.3K | −$10K | Cut−$10K |
| Aureum Wealth Management, LLC | 1.35K | $214.7K | −$9.97K | Cut−$17.4K |
| Red Door Wealth Management, LLC | 1.32K | $209.8K | −$9.75K | Cut−$10.6K |
| VeraBank, N.A. | 1.32K | $209.5K | −$9.73K | Cut−$30.3K |
| Snowden Capital Advisors LLC | 1.26K | $200.1K | −$9.3K | Cut−$9.3K |
| Princeton Global Asset Management LLC | 1.2K | $190.1K | −$8.83K | Cut−$8.83K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.2K | $190K | −$8.82K | Cut−$18.6K |
| Synergy Investment Management, LLC | 1.15K | $182.2K | — | New |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1.08K | $171.5K | −$7.87K | Cut−$7.56K |
| IFP Advisors, Inc | 1.07K | $169.7K | −$7.88K | Cut−$7.88K |
| BlackRock, Inc. | 987 | $156.3K | −$7.36K | Cut−$6.89K |
| BLAIR WILLIAM & CO/IL | 910 | $144.2K | −$6.7K | Cut−$6.7K |
| Keating Financial Advisory Services, Inc. | 876 | $138.9K | −$6.32K | Cut−$6.32K |
| CARDIFF PARK ADVISORS, LLC | 800 | $126.8K | −$5.89K | Cut−$5.89K |
| ASSETMARK, INC | 780 | $123.6K | −$5.74K | Cut−$5.74K |
| Integrity Financial Corp /WA | 742 | $117.6K | −$5.41K | Cut−$5.25K |
| Boreal Capital Management LLC | 700 | $110.9K | −$5.15K | Cut−$239.3K |
| VANGUARD ADVISERS INC | 674 | $106.8K | — | Held |
| AMERIFLEX GROUP, INC. | 588 | $93.2K | −$4.33K | Cut−$4.33K |
| Quest 10 Wealth Builders, Inc. | 573 | $90.8K | −$4.22K | Cut−$4.22K |
| Triumph Capital Management | 573 | $90.8K | −$4.22K | Cut−$4.22K |
| WHITTIER TRUST CO OF NEVADA INC | 549 | $88.1K | −$4.39K | Cut−$4.39K |
| Archer Investment Corp | 523 | $82.8K | −$3.89K | Cut−$3.73K |
| Financial Life Planners | 510 | $80.8K | — | New |
| Grove Bank & Trust | 497 | $78.8K | −$3.66K | Cut−$3.66K |
| AdvisorNet Financial, Inc | 480 | $76.1K | −$3.53K | Cut−$3.53K |
| EFG International AG | 478 | $75.7K | −$3.52K | Cut−$82.9K |
| Bangor Savings Bank | 472 | $74.8K | −$3.47K | Cut−$3.47K |
| MONTAG A & ASSOCIATES INC | 437 | $69.2K | −$3.21K | Cut−$3.21K |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 400 | $63.4K | −$2.94K | Cut−$2.94K |
| ST GERMAIN D J CO INC | 364 | $57.7K | −$2.68K | Cut−$2.68K |
| SHP Wealth Management | 354 | $56.1K | −$552 | Added$43.7K |
| AlphaCore Capital LLC | 300 | $47.5K | −$2.21K | Cut−$2.21K |
| MTM Investment Management, LLC | 270 | $42.8K | −$1.99K | Cut−$1.99K |
| Anchor Investment Management, LLC | 257 | $40.7K | −$1.89K | Cut−$1.89K |
| Sunbelt Securities, Inc. | 244 | $38.7K | −$1.8K | Cut−$1.8K |
| Tower Research Capital LLC (TRC) | 206 | $32.6K | — | New |
| Glassman Wealth Services | 200 | $31.7K | −$1.47K | Cut−$1.47K |
| Ashton Thomas Private Wealth, LLC | 200 | $31.7K | — | New |
| FRANKLIN RESOURCES INC | 200 | $31.7K | −$1.47K | Cut−$1.47K |
| Strategic Wealth Partners, Ltd. | 190 | $30.1K | −$1.4K | Cut−$1.4K |
| Aptus Capital Advisors, LLC | 160 | $25.4K | −$1.18K | Cut−$1.18K |
| TIAA Wealth Investment Management LLC | 160 | $25.4K | — | Held |
| West Financial Advisors, LLC | 146 | $23.1K | −$1.08K | Cut−$1.07K |
| Hughes Financial Services, LLC | 126 | $20K | −$927 | Cut−$927 |
| HighMark Wealth Management LLC | 117 | $18.5K | −$816 | Cut−$816 |
| Meramec Financial Planners, LLC | 100 | $17.3K | $461 | Added$461 |
| Murphy & Mullick Capital Management Corp | 100 | $15.8K | −$736 | Cut−$736 |
| DUNCKER STREETT & CO INC | 100 | $15.8K | −$736 | Cut−$736 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 96 | $15.1K | — | New |
| Qube Research & Technologies Ltd | 88 | $13.9K | −$596 | Added$513 |
Who left
- Sharp Wealth Advisory, LLC$29M
- Value Investment Professionals, LLC$5.33M
- TIAA TRUST, NATIONAL ASSOCIATION$1.31M
- Compound Planning, Inc.$901.9K
- J.W. COLE ADVISORS, INC.$847.9K
- KEYBANK NATIONAL ASSOCIATION/OH$431.3K
- FOUNDATIONS INVESTMENT ADVISORS, LLC$312.5K
- Carnegie Investment Counsel$251.2K
- Procyon Advisors, LLC$250.7K
- NOTTINGHAM ADVISORS, INC.$223.2K
- Baker Avenue Asset Management, LP$208.6K
- JOHNSON INVESTMENT COUNSEL INC$206.4K
- FLAGSHIP HARBOR ADVISORS, LLC$177.3K
- SIMPLEX TRADING, LLC$154.7K
- Kohmann Bosshard Financial Services, LLC$52.2K
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.