Stock
Reported value
$773.8M
Holders
286
+23 new · −20 exited
Holders’ est. mark
−$8.93M
Price effect on 233 books still in the name
Largest holder
$145.6M
MORGAN STANLEY
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 |
|---|---|---|---|---|
| MORGAN STANLEY | 2.14M | $145.6M | −$1.31M | Added$8.93M |
| JPMORGAN CHASE & CO | 1.22M | $80.4M | −$3.37M | Cut−$6.96M |
| UBS Group AG | 828.3K | $56.3M | −$502.2K | Added$4.07M |
| WELLS FARGO & COMPANY/MN | 494.7K | $33.6M | −$305K | Added$1.91M |
| BARINGS LLC | 469.2K | $31.9M | −$309.7K | Cut−$521.7K |
| BANK OF AMERICA CORP /DE/ | 367.5K | $25M | −$224.6K | Added$1.62M |
| ROYAL BANK OF CANADA | 299.1K | $20.3M | −$196.6K | Cut−$7.37M |
| DEUTSCHE BANK AG\ | 283.4K | $19.3M | −$186.9K | Cut−$172.4K |
| ENVESTNET ASSET MANAGEMENT INC | 258.9K | $17.6M | −$156.6K | Added$1.32M |
| Checchi Capital Advisers, LLC | 258.1K | $17.5M | −$35.7K | Added$13.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 238K | $16.2M | −$157.1K | Cut−$42.5M |
| Willis Johnson & Associates, Inc. | 198.9K | $13.5M | −$131.3K | Cut−$379.9K |
| LPL Financial LLC | 197K | $13.4M | −$130K | Cut−$3.26M |
| JANE STREET GROUP, LLC | 196K | $13.3M | −$49.3K | Added$8.2M |
| Allianz Asset Management GmbH | 187K | $12.7M | — | New |
| NEW WAVE WEALTH ADVISORS LLC | 132.3K | $8.99M | −$87.3K | Cut−$176.2K |
| Sanctuary Advisors, LLC | 116.7K | $7.93M | −$74.4K | Added$190K |
| Integrated Wealth Concepts LLC | 115.4K | $7.84M | −$76.2K | Cut−$1.8M |
| Karpus Management, Inc. | 112.6K | $7.65M | −$74.3K | Cut−$272.9K |
| One Wealth Advisors, LLC | 106.4K | $7.23M | −$70.2K | Cut−$293.7K |
| OneDigital Investment Advisors LLC | 100.1K | $6.8M | −$66.1K | Cut−$1.79M |
| Dorsey Wright & Associates | 89.8K | $6.1M | −$29.7K | Added$3.06M |
| FPC INVESTMENT ADVISORY, INC. | 83K | $5.94M | $247.3K | Cut−$24.6K |
| TRIGLAV INVESTMENTS, D.O.O. | 83.6K | $5.68M | −$55.2K | Cut−$2.8M |
| Nvest Financial, LLC | 74.6K | $5.07M | −$44.3K | Added$467.9K |
| Cetera Investment Advisers | 71.6K | $4.86M | −$45.4K | Added$153.6K |
| Barry Investment Advisors, LLC | 62.2K | $4.22M | −$41K | Cut−$42K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 59.2K | $4.02M | −$19.2K | Added$2.03M |
| Beacon Pointe Advisors, LLC | 58.6K | $3.98M | −$38.7K | Cut−$183.2K |
| CIBC Asset Management Inc | 58.6K | $3.98M | −$25.9K | Added$1.29M |
| Arrow Investment Advisors, LLC | 56.7K | $3.85M | −$37.4K | Cut−$252K |
| SCOTIA CAPITAL INC. | 53K | $3.6M | −$29.1K | Added$567.7K |
| Aptus Capital Advisors, LLC | 52.8K | $3.59M | −$34.8K | Cut−$397K |
| RAYMOND JAMES FINANCIAL INC | 49.7K | $3.37M | −$30.2K | Added$230.8K |
| Providence First Trust Co | 49.5K | $3.36M | −$30.7K | Added$173K |
| Keebeck Wealth Management | 48.8K | $3.32M | −$32.2K | Cut−$368.1K |
| Institute for Wealth Management, LLC. | 44.9K | $3.05M | −$28.8K | Added$55.9K |
| Ashton Thomas Private Wealth, LLC | 40.7K | $2.76M | −$26.9K | Cut−$155.2K |
| Savvy Advisors, Inc. | 40.7K | $2.76M | −$26.5K | Added$14K |
| Obermeyer Wealth Partners | 40.3K | $2.74M | −$26.6K | Cut−$644K |
| MML INVESTORS SERVICES, LLC | 38.1K | $2.59M | −$25.1K | Cut−$580.2K |
| Corient Private Wealth LLC | 36.8K | $2.5M | −$24.5K | Cut−$88.8K |
| Creative Planning | 34.9K | $2.37M | −$23K | Cut−$223K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.4K | $2.2M | −$21.4K | Cut−$1.88M |
| ShoreHaven Wealth Partners, LLC | 30.4K | $2.07M | −$20.2K | Cut−$39.7K |
| AMERIPRISE FINANCIAL INC | 29.7K | $2.02M | −$19.5K | Cut−$490.7K |
| Synergy Asset Management, LLC | 29K | $1.97M | — | New |
| Meridian Wealth Management, LLC | 28.2K | $1.91M | −$18.6K | Cut−$18.6K |
| Amundi | 28K | $1.9M | −$18.5K | Cut−$18.5K |
| Vise Technologies, Inc. | 26.9K | $1.84M | $0 | Held |
| KICKSTAND VENTURES, LLC. | 26.9K | $1.82M | −$17.7K | Cut−$46.2K |
| Baird Financial Group, Inc. | 26.6K | $1.81M | −$9.13K | Added$857.2K |
| PNC Financial Services Group, Inc. | 26.3K | $1.79M | −$14.3K | Added$302.3K |
| OSAIC HOLDINGS, INC. | 25.6K | $1.74M | −$16.9K | Cut−$518.8K |
| swisspartners Advisors Ltd | 25.6K | $1.72M | −$28.1K | Cut−$28.1K |
| CITIGROUP INC | 24.9K | $1.69M | −$16.4K | Cut−$28.2K |
| HB Wealth Management, LLC | 24.8K | $1.68M | — | New |
| OLD MISSION CAPITAL LLC | 24.7K | $1.68M | — | New |
| Cypress Wealth Services, LLC | 24.5K | $1.67M | −$16.2K | Cut−$62.3K |
| Kestra Advisory Services, LLC | 23.2K | $1.57M | −$15.3K | Cut−$88.8K |
| Ridgeline Wealth, LLC | 23K | $1.57M | −$15.2K | Cut−$27.8K |
| TRUIST FINANCIAL CORP | 22.6K | $1.54M | −$14.9K | Cut−$522.2K |
| Asempa Wealth Advisors | 20.7K | $1.43M | $6.85K | Cut−$6.53K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20.6K | $1.41M | −$4.69K | Added$1.21M |
| SAGESPRING WEALTH PARTNERS, LLC | 20.7K | $1.41M | −$12.3K | Added$128.1K |
| Affinity Capital Advisors, LLC | 20.3K | $1.38M | −$12.9K | Added$32.8K |
| Cerity Partners LLC | 20.2K | $1.37M | −$13.4K | Cut−$23.9K |
| Stelac Advisory Services LLC | 20.1K | $1.37M | −$11.6K | Added$157.8K |
| Fidelity | 20.1K | $1.36M | −$13.3K | Cut−$77.2K |
| Wealthspire Advisors, LLC | 19.4K | $1.32M | −$12.3K | Added$42.7K |
| Apollon Wealth Management, LLC | 19.3K | $1.31M | −$12.8K | Cut−$158.2K |
| Strategic Blueprint, LLC | 19.3K | $1.31M | −$12.7K | Cut−$8.43K |
| CIBC WORLD MARKET INC. | 18.3K | $1.24M | −$11K | Added$97.4K |
| Rathbones Group PLC | 18.1K | $1.23M | −$12K | Cut−$68.9K |
| NATIONAL BANK OF CANADA /FI/ | 18.2K | $1.23M | −$14.8K | Added$14K |
| STIFEL FINANCIAL CORP | 16.9K | $1.14M | −$9.67K | Added$140.1K |
| HSBC HOLDINGS PLC | 16.3K | $1.11M | −$10.8K | Cut−$10.8K |
| TSA Wealth Managment LLC | 16.2K | $1.1M | −$10.7K | Cut−$189.1K |
| Private Advisor Group, LLC | 16K | $1.09M | −$9.76K | Added$74.2K |
| Hibernia Wealth Partners, LLC | 15.9K | $1.08M | — | New |
| AE Wealth Management LLC | 15.4K | $1.05M | −$4.78K | Added$551.2K |
| GLOBALT Investments LLC / GA | 15.3K | $1.04M | −$10.1K | Cut−$10.1K |
| Mayflower Financial Advisors, LLC | 15.2K | $1.03M | −$10.1K | Cut−$21.1K |
| Brookstone Capital Management | 14.5K | $983.8K | −$9.56K | Cut−$87.5K |
| First Growth Capital LLC | 14.1K | $970K | −$61.6K | Cut−$72K |
| Federation des caisses Desjardins du Quebec | 13.9K | $943.7K | −$9.17K | Cut−$20.1K |
| Bridgewater Advisors Inc. | 13K | $936.5K | $22.4K | Added$22.4K |
| BEACON FINANCIAL GROUP | 13.4K | $912.4K | −$8.86K | Cut−$12.3K |
| UNIQUE WEALTH, LLC | 13.3K | $903.8K | −$8.78K | Cut−$32.8K |
| MA Private Wealth | 13.1K | $891.4K | −$8.66K | Cut−$8.66K |
| Mariner, LLC | 13K | $885.1K | −$8.58K | Cut−$6.47K |
| DAYMARK WEALTH PARTNERS, LLC | 12.9K | $875.1K | −$8.54K | Cut−$238.8K |
| Shared Vision Wealth Group LLC | 12.7K | $865.4K | −$47.7K | Cut−$46K |
| Finley Financial, LLC | 12.7K | $865.2K | −$7.93K | Added$40.6K |
| Citadel | 12.5K | $846.1K | −$8.22K | Cut−$898K |
| Westhampton Capital, LLC | 12.4K | $841.6K | −$8.18K | Cut−$8.18K |
| CASTLEARK MANAGEMENT LLC | 12.1K | $822.1K | −$7.99K | Cut−$171.3K |
| Cresset Asset Management, LLC | 11.9K | $810K | −$7.87K | Cut−$7.87K |
| WealthPlan Investment Management, LLC | 11.8K | $799.6K | −$7.77K | Cut−$36.7K |
| 5T Wealth, LLC | 11.7K | $798K | −$7.75K | Cut−$58.5K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11.7K | $792.2K | −$7.7K | Cut−$38.6K |
| Horst & Graben Wealth Management LLC | 11K | $780K | $28.4K | Added$34.1K |
| Balance Wealth, LLC | 11K | $749.4K | −$7.2K | Cut−$5.98K |
| COOKSON PEIRCE & CO INC | 10.8K | $731.9K | −$6.87K | Added$17.9K |
| Quantinno Capital Management LP | 10.8K | $730.8K | −$7.1K | Cut−$106.3K |
| Waverly Advisors, LLC | 10.7K | $727.3K | −$7.07K | Cut−$29K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 10.7K | $726.6K | −$7.06K | Cut−$7.06K |
| Signet Private Wealth LLC | 10.2K | $693.1K | −$4.71K | Added$203.7K |
| Alamea Verwaltungs GmbH | 10K | $679.4K | −$37.9K | Cut−$37.9K |
| WEALTHGARDEN F.S. LLC | 10K | $679.3K | −$37.2K | Cut−$32.5K |
| JONES FINANCIAL COMPANIES LLLP | 10.3K | $675.1K | −$19.7K | Added$242.9K |
| Ascent Group, LLC | 9.91K | $673.3K | −$6.54K | Cut−$38K |
| VestGen Advisors, LLC | 9.35K | $669.2K | — | New |
| Csenge Advisory Group | 9.73K | $661.2K | −$6.23K | Added$13.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.65K | $655.7K | −$5.78K | Added$54.7K |
| MetLife Inc | 9.5K | $641K | −$14.4K | Cut−$3.56K |
| Sound Income Strategies, LLC | 9.29K | $640.4K | −$15.9K | Cut−$42K |
| Focus Partners Wealth | 8.16K | $639.7K | $83.4K | Cut−$16K |
| TRUSTMARK BANK TRUST DEPARTMENT | 9.4K | $638.6K | −$6.2K | Cut−$6.2K |
| Farther Finance Advisors, LLC | 9.05K | $623.6K | $1.97K | Added$215.4K |
| Braun-Bostich & Associates Inc. | 9.17K | $622.8K | −$6.05K | Cut−$53.6K |
| Certified Advisory Corp | 8.93K | $606.5K | −$5.89K | Cut−$5.89K |
| WEALTH ALLIANCE, LLC | 8.83K | $600.2K | −$5.4K | Added$38.4K |
| VestGen Investment Management | 8.77K | $595.5K | −$5.33K | Added$41.4K |
| Patriot Financial Group Insurance Agency, LLC | 8.63K | $586.3K | −$2.85K | Added$290.3K |
| Lansing Street Advisors | 8.62K | $585.5K | −$5.39K | Added$25.7K |
| Fisher Asset Management, LLC | 8.09K | $549.7K | −$5.35K | Cut−$147.6K |
| LCNB CORP | 8.05K | $546.9K | −$2.64K | Added$272.5K |
| ONE Advisory Partners, LLC | 7.74K | $525.5K | −$5.1K | Cut−$12.6K |
| Integris Wealth Management, LLC | 7.71K | $523.7K | −$5.09K | Cut−$5.09K |
| Advisory Services Network, LLC | 7.66K | $520.1K | −$5.05K | Cut−$5.26K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.57K | $514K | −$5.01K | Cut−$652.2K |
| Blue Trust, Inc. | 7.54K | $512.5K | −$4.98K | Cut−$99.9K |
| IEQ CAPITAL, LLC | 7.19K | $488.7K | −$4.75K | Cut−$4.75K |
| &PARTNERS | 7.19K | $488.6K | −$4.58K | Added$12.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | 7.13K | $484.7K | −$4.71K | Cut−$4.71K |
| Brown Miller Wealth Management, LLC | 7.13K | $484.7K | −$4.71K | Cut−$4.71K |
| Cohen Capital Management, Inc. | 7.11K | $482.9K | −$3.62K | Added$106.9K |
| CURTIS WEALTH MANAGEMENT LLC | 7.02K | $477K | −$26.3K | Cut−$62K |
| Davis Wealth Advisors, LLC | 7.01K | $476.5K | −$4.63K | Cut−$22.6K |
| Jacobs Equity LLC | 7.01K | $476.3K | −$4.63K | Cut−$4.63K |
| EFG International AG | 6.99K | $474.6K | −$4.61K | Cut−$4.61K |
| FIRETHORN WEALTH PARTNERS, LLC | 6.93K | $471K | −$4.58K | Cut−$4.64K |
| Independent Advisor Alliance | 6.93K | $470.9K | — | New |
| Avidian Wealth Enterprises, LLC | 6.86K | $465.7K | −$4.52K | Cut−$4.52K |
| BANQUE PICTET & CIE SA | 6.74K | $457.9K | — | New |
| EverSource Wealth Advisors, LLC | 6.72K | $456.9K | −$3.51K | Added$92K |
| Dakota Wealth Management | 6.64K | $451.1K | −$4.38K | Cut−$4.38K |
| Canal Capital Management, LLC | 6.62K | $450K | −$4.37K | Cut−$13.4K |
| Harbour Capital Advisors, LLC | 6.03K | $431.6K | $13K | Added$13K |
| Core Wealth Advisors, Inc. | 6.26K | $425.4K | −$4.13K | Cut−$4.13K |
| BLAIR WILLIAM & CO/IL | 6.19K | $420.7K | −$1.73K | Added$240.8K |
| Gibbs Wealth Management | 6.08K | $412.7K | −$8.84K | Added$146.3K |
| Rockefeller Capital Management L.P. | 6.05K | $410.9K | −$3.57K | Added$40.6K |
| MATHER GROUP, LLC. | 5.84K | $396.6K | −$3.85K | Cut−$7.9K |
| Dunhill Financial, LLC | 5.74K | $389.7K | −$2.26K | Added$152.9K |
| BROWN ADVISORY INC | 5.7K | $387.3K | −$2.45K | Added$132.4K |
| Chicago Partners Investment Group LLC | 5.32K | $380.8K | $2.18K | Added$50.9K |
| MMBG INVESTMENT ADVISORS CO. | 5.6K | $380.5K | −$3.7K | Cut−$3.7K |
| HighTower Advisors, LLC | 5.52K | $375K | −$3.75K | Cut−$37.6K |
| Stokes Family Office, LLC | 5.4K | $366.9K | −$3.56K | Cut−$3.56K |
| Prospera Financial Services Inc | 5.36K | $364.3K | — | New |
| Cannell & Spears LLC | 5.3K | $360.1K | −$3.5K | Cut−$3.5K |
| Empire Life Investments Inc. | 5.15K | $354.9K | $1.7K | Added$1.7K |
| FIFTH THIRD BANCORP | 5.2K | $353.2K | — | New |
| Flagship Private Wealth, LLC | 5.18K | $352K | −$3.42K | Cut−$7.67K |
| BlackRock, Inc. | 5.02K | $341.1K | −$3.31K | Cut−$3.31K |
| CAPITAL ADVISORS INC/OK | 5K | $339.7K | −$3.3K | Cut−$3.3K |
| GLENMEDE TRUST CO NA | 5K | $339.7K | −$3.3K | Cut−$3.3K |
| Legacy Capital Group California, Inc. | 4.9K | $332.6K | −$3.23K | Cut−$24.6K |
| Crestwood Advisors Group, LLC | 4.79K | $325.8K | −$3.17K | Cut−$3.17K |
| SBI Securities Co., Ltd. | 4.7K | $319.5K | −$3.1K | Cut−$19.6K |
| CARRET ASSET MANAGEMENT, LLC | 4.62K | $314K | −$2.72K | Added$31.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.62K | $313.6K | −$2.72K | Added$31.3K |
| Godfrey Financial Associates, Inc. | 4.61K | $312.9K | −$3.04K | Cut−$3.04K |
| W ADVISORS, LLC | 4.59K | $311.8K | −$3.01K | Cut−$902 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.58K | $311.4K | −$2.63K | Added$37.9K |
| L. Roy Papp & Associates, LLP | 4.5K | $305.7K | −$2.97K | Cut−$2.97K |
| BECKER CAPITAL MANAGEMENT INC | 4.5K | $305.7K | −$2.97K | Cut−$2.97K |
| Merit Financial Group, LLC | 4.4K | $298.8K | −$2.24K | Added$66.5K |
| OpenArc Corporate Advisory, LLC | 4.35K | $295.6K | −$2.59K | Added$26.4K |
| Yoffe Investment Management, LLC | 4.33K | $294K | −$2.86K | Cut−$2.86K |
| CreativeOne Wealth, LLC | 4.32K | $293.2K | −$2.85K | Cut−$47.2K |
| Spire Wealth Management | 4.17K | $283.6K | −$2.76K | Cut−$2.75K |
| CITIZENS FINANCIAL GROUP INC/RI | 4.04K | $274.4K | −$2.67K | Cut−$2.67K |
| Quadrature Capital Ltd | 4.01K | $272.8K | −$2.65K | Cut−$421.7K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4K | $271.8K | −$2.64K | Cut−$2.64K |
| GFS Advisors, LLC | 2.9K | $271.5K | $72.4K | Added$20.5K |
| Banco Santander, S.A. | 3.9K | $265K | −$2.57K | Cut−$22K |
| Alpha Advisors, LLC/VA | 3.9K | $265K | −$2.57K | Cut−$2.57K |
| Signal Advisors Wealth, LLC | 3.89K | $264.4K | −$2.57K | Cut−$6.2K |
| KCM INVESTMENT ADVISORS LLC | 3.87K | $262.6K | −$2.55K | Cut−$2.55K |
| GREENUP STREET WEALTH MANAGEMENT LLC | 3.85K | $261.8K | −$2.54K | Cut−$38.4K |
| Banque Cantonale Vaudoise | 3.83K | $260K | −$3K | Cut−$43K |
| TWO SIGMA SECURITIES, LLC | 3.82K | $259.5K | — | New |
| Ironwood Financial, llc | 3.71K | $252.3K | −$10.1K | Cut−$25K |
| BANK OF MONTREAL /CAN/ | 3.65K | $248.2K | −$2.18K | Added$21.9K |
| Accelerate Investment Advisors LLC | 3.63K | $246.5K | −$2.39K | Cut−$62.9K |
| Centerline Wealth Advisors, LLC | 3.57K | $242.8K | — | New |
| OAK ASSOCIATES LTD /OH/ | 3.55K | $241.2K | −$2.34K | Cut−$2.34K |
| Composition Wealth, LLC | 3.48K | $236.2K | −$2.3K | Cut−$2.29K |
| POM Investment Strategies, LLC | 3.48K | $236.2K | −$2.28K | Cut−$14.9M |
| Strong Retirement Solutions LLC | 3.44K | $234K | −$2.27K | Cut−$2.27K |
| CFS Investment Advisory Services, LLC | 3.18K | $232.7K | $14.8K | Cut−$34.1K |
| Regal Investment Advisors LLC | 3.42K | $232K | — | New |
| WATERSHED PRIVATE WEALTH LLC | 3.35K | $227.6K | −$2.21K | Cut−$6.81K |
| Belpointe Asset Management LLC | 3.27K | $222K | −$2.16K | Cut−$4.21K |
| TD Waterhouse Canada Inc. | 3.2K | $220.6K | $665 | Added$100.7K |
| EVOLVE PRIVATE WEALTH, LLC | 3.19K | $216.9K | −$2.11K | Cut−$5.54K |
| SUTTON PLACE INVESTORS LLC | 3.17K | $215K | −$2.09K | Cut−$2.09K |
| MGO ONE SEVEN LLC | 3.16K | $214.6K | — | New |
| Ausdal Financial Partners, Inc. | 3.07K | $208.4K | — | New |
| BURKE & HERBERT BANK & TRUST CO | 3.05K | $207.2K | −$2.01K | Cut−$2.01K |
| Vident Advisory, LLC | 3.03K | $205.9K | −$2K | Cut−$2K |
| FIRST HORIZON CORP | 3K | $203.8K | −$1.98K | Cut−$1.98K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.59K | $175.8K | −$32 | Added$172.5K |
| LOM Asset Management Ltd | 2.29K | $155.2K | −$1.51K | Cut−$1.51K |
| Osbon Capital Management LLC | 2.06K | $139.6K | −$1.36K | Cut−$1.36K |
| Smartleaf Asset Management LLC | 2.06K | $135.4K | −$6.23K | Cut−$6.23K |
| CoreCap Advisors, LLC | 1.97K | $133.8K | −$1.29K | Cut−$2.99M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.89K | $133K | $3.35K | Cut−$14.4K |
| Strategic Investment Advisors / MI | 1.93K | $130.8K | — | New |
| Steigerwald, Gordon & Koch Inc. | 1.8K | $122.3K | −$1.19K | Cut−$1.19K |
| Colonial Trust Advisors | 1.77K | $120K | −$1.16K | Cut−$30.3K |
| USA FINANCIAL FORMULAS | 1.71K | $115.9K | −$1.13K | Cut−$23.1K |
| New Republic Capital, LLC | 1.67K | $113.2K | −$1.1K | Cut−$20.3K |
| Princeton Global Asset Management LLC | 1.65K | $111.9K | −$1.09K | Cut−$1.09K |
| IFP Advisors, Inc | 1.64K | $111.1K | −$1.08K | Cut−$66.6K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.53K | $104.1K | −$994 | Cut−$994 |
| ROTHSCHILD INVESTMENT LLC | 1.52K | $103.6K | −$1.01K | Cut−$1.01K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.51K | $102.9K | −$1,000 | Cut−$1K |
| Capital Investment Advisory Services, LLC | 1.5K | $101.9K | −$792 | Added$19.6K |
| MONTAG A & ASSOCIATES INC | 1.5K | $101.9K | −$990 | Cut−$990 |
| IAG Wealth Partners, LLC | 1.16K | $78.8K | −$766 | Cut−$766 |
| Templeton & Phillips Capital Management, LLC | 1.12K | $76.4K | −$741 | Cut−$741 |
| Qube Research & Technologies Ltd | 1.11K | $75.6K | −$298 | Added$44.7K |
| SIMPLEX TRADING, LLC | 1.09K | $74.1K | −$364 | Added$36.2K |
| MPWM ADVISORY SOLUTIONS, LLC | 1.09K | $74K | −$718 | Cut−$718 |
| WHITTIER TRUST CO OF NEVADA INC | 1K | $69K | −$1.2K | Cut−$1.2K |
| Missouri Trust & Investment Co | 1K | $68.3K | −$663 | Cut−$663 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 819 | $55.6K | −$540 | Cut−$106.2K |
| Bank Julius Baer & Co. Ltd, Zurich | 819 | $55.6K | −$540 | Cut−$540 |
| Grove Bank & Trust | 800 | $54.4K | −$528 | Cut−$528 |
| MAI Capital Management | 783 | $53.2K | −$517 | Cut−$151.2K |
| HARBOR INVESTMENT ADVISORY, LLC | 680 | $46.2K | −$449 | Cut−$22.4K |
| Financial Network Wealth Advisors LLC | 627 | $42.6K | −$259 | Added$15.8K |
| SOA Wealth Advisors, LLC. | 613 | $41.6K | −$405 | Cut−$405 |
| Glass Jacobson Investment Advisors llc | 600 | $40.8K | −$396 | Cut−$396 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 587 | $39.9K | — | New |
| US BANCORP \DE\ | 585 | $39.7K | −$386 | Cut−$386 |
Who left
- SeaBridge Investment Advisors LLC$6.42M
- NewEdge Advisors, LLC$5.83M
- KM Capital Management Ltd.$3.35M
- Galvin, Gaustad & Stein, LLC$3.24M
- Zurich Insurance Group Ltd/FI$1.2M
- MERCER GLOBAL ADVISORS INC /ADV$602.1K
- TFB Advisors LLC$494.6K
- Conservest Capital Advisors, Inc.$403.1K
- Focus Partners Advisor Solutions, LLC$397.7K
- BCS Wealth Management$290.2K
- GTS SECURITIES LLC$283.3K
- Claro Advisors Inc.$271.7K
- JOHNSON INVESTMENT COUNSEL INC$262.5K
- Renaissance Technologies$247K
- Meridian Financial Advisors, LLC$201K
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.