Stock
Reported value
$4.04B
Holders
751
+42 new · −47 exited
Holders’ est. mark
$90M
Price effect on 246 books still in the name
Largest holder
$461.7M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $271.8M
- Icahn Capital0.0% · $1.49M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.19M | $461.7M | $11M | Added$24.6M |
| BANK OF AMERICA CORP /DE/ | 2.05M | $296.1M | $7.19M | Added$10.1M |
| Fidelity | 1.88M | $271.8M | $6.04M | Added$31.8M |
| UBS Group AG | 1.08M | $156.9M | $3.74M | Added$8.24M |
| BROWN ADVISORY INC | 1.05M | $151.3M | $2.97M | Added$33.3M |
| WELLS FARGO & COMPANY/MN | 1.03M | $149.7M | $3.67M | Cut−$3.36M |
| LPL Financial LLC | 1.03M | $149.2M | $3.4M | Added$14.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 880.1K | $127.4M | $2.96M | Added$9.78M |
| PNC Financial Services Group, Inc. | 867.2K | $125.5M | $3.08M | Added$673.5K |
| RAYMOND JAMES FINANCIAL INC | 536.5K | $77.6M | $1.67M | Added$11.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 482.2K | $69.8M | $1.67M | Added$3.54M |
| M&T Bank Corp | 441.1K | $63.8M | $1.57M | Cut−$11.9M |
| JPMORGAN CHASE & CO | 420.8K | $58.8M | −$568.1K | Cut−$789.8K |
| HighTower Advisors, LLC | 366K | $53M | $1.3M | Added$925.8K |
| GLENMEDE TRUST CO NA | 346.8K | $50.2M | $1.23M | Added$266.5K |
| ROYAL BANK OF CANADA | 339.4K | $49.1M | $1.16M | Added$3.07M |
| AMERIPRISE FINANCIAL INC | 326.8K | $47.3M | $1.16M | Cut−$398.8K |
| ENVESTNET ASSET MANAGEMENT INC | 290.6K | $42.1M | $523K | Added$21.3M |
| Cerity Partners LLC | 273.8K | $39.6M | $971K | Added$673.1K |
| TRUIST FINANCIAL CORP | 261.7K | $37.9M | $466.2K | Added$19.3M |
| OSAIC HOLDINGS, INC. | 251.5K | $36.4M | $554.7K | Added$14M |
| Beaumont Financial Advisors, LLC | 249.1K | $36.1M | $873.6K | Added$1.31M |
| JONES FINANCIAL COMPANIES LLLP | 253.4K | $35.8M | $26K | Added$5.22M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 232.6K | $33.7M | $807.2K | Added$1.56M |
| CAPTRUST FINANCIAL ADVISORS | 209.1K | $30.3M | $681.6K | Added$3.07M |
| Cetera Investment Advisers | 203K | $29.4M | $609.7K | Added$5.13M |
| Heartwood Wealth Advisors LLC | 190K | $27.5M | $622.2K | Added$2.76M |
| AlphaCore Capital LLC | 188.8K | $27.3M | $670.3K | Cut−$410.1K |
| Mariner, LLC | 181.2K | $26.2M | $629K | Added$487.3K |
| Falcon Wealth Planning | 178.5K | $25.8M | $596.7K | Added$2.11M |
| Focus Partners Wealth | 176.3K | $25.5M | $625.9K | Added$456.5K |
| Schneider Downs Wealth Management Advisors, LP | 164K | $23.7M | $566.4K | Added$1.22M |
| GHP Investment Advisors, Inc. | 157.6K | $22.8M | $559.7K | Added$552.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 146.3K | $21.2M | $491.2K | Added$1.63M |
| Rockefeller Capital Management L.P. | 134.5K | $19.5M | $467.4K | Added$873.1K |
| Sterling Financial Planning, Inc. | 129.9K | $18.8M | $457.4K | Added$603.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 129.1K | $18.7M | $459.1K | Cut−$175.7K |
| Pinnacle Financial Partners, Inc. | 126.8K | $18.4M | $447.8K | Added$544.3K |
| STIFEL FINANCIAL CORP | 126.3K | $18.3M | $448.1K | Cut−$149.6K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 126K | $18.2M | $340.9K | Added$4.68M |
| Corient Private Wealth LLC | 123.3K | $17.8M | $367.9K | Added$282.7K |
| Arax Advisory Partners | 121K | $17.5M | $429.6K | Cut−$1.13M |
| Creative Planning | 112K | $16.2M | $365.1K | Added$1.69M |
| Probity Advisors, Inc. | 111.9K | $16.2M | $390.6K | Added$659.3K |
| Cassaday & Co Wealth Management LLC | 102.2K | $14.8M | $360.5K | Added$451.1K |
| INSPIRE TRUST CO, N.A. | 102K | $14.8M | $347.9K | Added$926.7K |
| MAI Capital Management | 96.6K | $14M | $336.7K | Added$599.3K |
| RTD Financial Advisors, Inc. | 94.9K | $13.7M | $337K | Cut−$358.1K |
| Texas Yale Capital Corp. | 94.7K | $13.7M | $336.3K | Added$262.1K |
| KEYBANK NATIONAL ASSOCIATION/OH | 94.3K | $13.6M | $334.8K | Added$150.8K |
| FIFTH THIRD BANCORP | 89.1K | $12.9M | $210K | Added$4.55M |
| Equitable Holdings, Inc. | 85.6K | $12.1M | $2.32K | Added$70.4K |
| Lido Advisors, LLC | 82.7K | $12M | $238.9K | Added$1.51M |
| Cresset Asset Management, LLC | 81.6K | $11.8M | $281.5K | Added$614.9K |
| GOLDMAN SACHS GROUP INC | 76.9K | $11.1M | $258.9K | Added$829.8K |
| REGIONS FINANCIAL CORP | 70.3K | $10.2M | $249.5K | Cut−$1.3M |
| US BANCORP \DE\ | 69.3K | $10M | $245.3K | Added$261.5K |
| Rodgers & Associates, LTD | 69K | $9.99M | $245K | Added$51.6K |
| Steward Partners Investment Advisory, LLC | 68.4K | $9.89M | $233.1K | Added$627K |
| LAKE STREET PRIVATE WEALTH, LLC | 68.3K | $9.89M | $240.7K | Cut−$14K |
| Financial Engines Advisors L.L.C. | 67.6K | $9.78M | $239.8K | Added$53.5K |
| MML INVESTORS SERVICES, LLC | 67.4K | $9.75M | $239.2K | Cut−$194.6K |
| FRANKLIN RESOURCES INC | 64.7K | $9.37M | $229.8K | Added$39.2K |
| Baird Financial Group, Inc. | 64.6K | $9.35M | $209.2K | Added$1.03M |
| PITTENGER & ANDERSON INC | 63.5K | $9.18M | $225.2K | Added$225.2K |
| Salomon & Ludwin, LLC | 62.2K | $9.14M | $167.1K | Cut−$18.3K |
| DEUTSCHE BANK AG\ | 62.5K | $9.05M | $221.9K | Added$221.9K |
| Kestra Advisory Services, LLC | 59.3K | $8.58M | $210.4K | Added$173.4K |
| Financial Advisors Network, Inc. | 59K | $8.54M | $209.4K | Cut−$11.4K |
| Concurrent Investment Advisors, LLC | 56.5K | $8.18M | $196.7K | Added$361.6K |
| JFS WEALTH ADVISORS, LLC | 56K | $8.1M | $198.6K | Added$172.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 55K | $7.96M | $157.7K | Added$1.69M |
| Bank of New York Mellon Corp | 53.8K | $7.78M | $187.9K | Added$318.5K |
| FORTRESS FINANCIAL GROUP, LLC | 53K | $7.68M | $182.2K | Added$429K |
| Ifrah Financial Services, Inc. | 52.8K | $7.64M | $187.4K | Added$168.8K |
| Compound Planning, Inc. | 52.7K | $7.62M | $186.9K | Cut−$42.4K |
| Sigma Planning Corp | 51.9K | $7.51M | $19.1K | Added$430K |
| PW Nova Financial Services LLC | 51.1K | $7.39M | $104.2K | Added$164.5K |
| BNP PARIBAS FINANCIAL MARKETS | 50K | $7.24M | $177.6K | Cut−$25.5K |
| Pathstone Holdings, LLC | 47.7K | $6.9M | $91.4K | Added$3.27M |
| Clayton Financial Group LLC | 47.5K | $6.87M | $163.6K | Added$367.5K |
| Chicago Partners Investment Group LLC | 42.9K | $6.85M | $418.3K | Added$402.5K |
| NBT BANK N A /NY | 46.6K | $6.75M | −$6.08M | Added$147.1K |
| StoryOne LLC | 0 | $6.71M | — | Added$875.1K |
| UMB Bank, n.a. | 46.1K | $6.67M | $163.5K | Cut−$284.1K |
| Cottage Street Advisors LLC | 42.7K | $6.17M | $151.5K | Cut−$74.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 42.5K | $6.15M | $151K | Added$151K |
| SOA Wealth Advisors, LLC. | 42.1K | $6.09M | $149.4K | Cut−$107.7K |
| NORDEN GROUP LLC | 41.4K | $6M | — | New |
| BOKF, NA | 41K | $5.94M | $145.7K | Added$123.4K |
| Azimuth Capital Investment Management LLC | 40.5K | $5.86M | $143.7K | Added$73.1K |
| Baltimore-Washington Financial Advisors, Inc. | 40K | $5.78M | $141.8K | Cut−$17.9K |
| Mill Creek Capital Advisors, LLC | 38.7K | $5.61M | $137.5K | Added$137.8K |
| Sowell Financial Services LLC | 38.3K | $5.54M | $135.8K | Added$135.6K |
| Accretive Wealth Partners, LLC | 38.2K | $5.52M | $132.3K | Added$259.5K |
| BANK OF MONTREAL /CAN/ | 37.6K | $5.44M | $122.7K | Added$561.1K |
| Arkadios Wealth Advisors | 36.1K | $5.22M | $124.2K | Added$284.8K |
| Private Advisor Group, LLC | 35.9K | $5.2M | $127.6K | Cut−$2.16K |
| Asset Management Group, Inc. | 35K | $5.07M | $124.4K | Added$12.7K |
| Sunbelt Securities, Inc. | 34.8K | $5.04M | $123.7K | Added$117.9K |
| CWM, LLC | 34.3K | $4.96M | $4.92M | Added$4.96M |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33.8K | $4.89M | $4.88M | Added$4.88M |
| Taylor Financial Group, Inc. | 33.5K | $4.84M | $62.6K | Added$2.35M |
| MMA ASSET MANAGEMENT LLC | 33.1K | $4.79M | $104.5K | Added$635.8K |
| First Citizens Financial Corp | 33K | $4.77M | $117.1K | Added$89.3K |
| Belpointe Asset Management LLC | 33K | $4.77M | $117.1K | Cut−$1.01M |
| San Luis Wealth Advisors LLC | 32.2K | $4.66M | $109.3K | Added$307K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30.5K | $4.48M | $19.5K | Cut−$1.09M |
| Independence Financial Advisors, LLC | 30.5K | $4.42M | $104.5K | Added$263.4K |
| May Barnhard Investments LLC | 30.4K | $4.4M | $107.9K | Cut−$180.6K |
| Guidance Point Advisors, LLC | 30.2K | $4.38M | $107.4K | Added$84.2K |
| HB Wealth Management, LLC | 30.3K | $4.38M | $83.3K | Added$1.07M |
| Wilmington Savings Fund Society, FSB | 29.6K | $4.29M | $105.1K | Cut−$96K |
| Integrated Wealth Concepts LLC | 29.4K | $4.25M | $92.1K | Added$584K |
| Beacon Pointe Advisors, LLC | 29.3K | $4.24M | $104.1K | Cut−$329.6K |
| Neumann Capital Management, LLC | 29.3K | $4.24M | $103.9K | Added$6.51K |
| LTG Capital LLC | 28.9K | $4.19M | $102.7K | Added$92K |
| NORTHERN TRUST CORP | 28.7K | $4.15M | $101.9K | Cut−$77.6K |
| BFSG, LLC | 28.6K | $4.13M | $91.4K | Added$499.9K |
| GREENLEAF TRUST | 28.4K | $4.1M | $100.7K | Added$8.21K |
| PINNACLE ASSOCIATES LTD | 27.6K | $4M | $93.1K | Added$295.4K |
| Mesirow Financial Investment Management, Inc. | 26.7K | $3.87M | — | New |
| Stone Wealth Partners | 26.2K | $3.8M | $92.6K | Added$114.2K |
| Crestwood Advisors Group, LLC | 24.8K | $3.59M | $88.1K | Cut−$235.5K |
| FIRST HORIZON CORP | 24.5K | $3.55M | $87K | Added$16.3K |
| 1834 INVESTMENT ADVISORS CO | 24.4K | $3.53M | $86.7K | Cut−$33.5K |
| &PARTNERS | 24.1K | $3.5M | $85.9K | Added$298.6K |
| BKM Wealth Management, LLC | 23.2K | $3.36M | $80.7K | Added$155.5K |
| Baring Financial LLC | 23.1K | $3.34M | $81.6K | Added$96.2K |
| M1 Capital Management LLC | 23K | $3.33M | $81.7K | Added$60.2K |
| PACIFIC SUN FINANCIAL CORP | 23K | $3.32M | $81.5K | Added$10.3K |
| STEVENS CAPITAL PARTNERS | 22.2K | $3.21M | $70.9K | Added$392.2K |
| Associated Banc-Corp | 21.7K | $3.14M | $70.5K | Added$340.4K |
| VICTORY FINANCIAL GROUP, LLC | 21.4K | $3.1M | $75.8K | Added$83.6K |
| Trail Ridge Investment Advisors, LLC | 21.4K | $3.09M | $75.9K | Added$69.7K |
| TOBIAS FINANCIAL ADVISORS, INC. | 21.4K | $3.09M | $75.8K | Cut−$279.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.7K | $3M | $73.6K | Cut−$1.95M |
| COURIER CAPITAL LLC | 20.4K | $2.96M | $72.6K | Cut−$1.14M |
| Sanctuary Advisors, LLC | 20.3K | $2.94M | $72.1K | Cut−$2.59M |
| John A. Wolfe & Associates, Inc. | 20.3K | $2.93M | $71.9K | Added$16.2K |
| GREENUP STREET WEALTH MANAGEMENT LLC | 20.2K | $2.92M | $71.8K | Added$4.6K |
| Savant Capital, LLC | 20.2K | $2.92M | $71.6K | Cut−$48.3K |
| HUNTINGTON NATIONAL BANK | 19.9K | $2.88M | $70.7K | Added$7.75K |
| Quotient Wealth Partners, LLC | 19.2K | $2.78M | $68.2K | Cut−$47.8K |
| Broadview Financial Management, LLC | 19.1K | $2.77M | $68K | Added$22.1K |
| Cypress Capital Management LLC (WY) | 18.9K | $2.74M | $67.2K | Added$9.73K |
| Asset Dedication, LLC | 18.7K | $2.71M | $65.4K | Added$116.3K |
| Serenity Investment Advisors | 16.5K | $2.67M | $246.6K | Added$342.8K |
| MSH Capital Advisors LLC | 18.4K | $2.66M | $64.9K | Added$80.1K |
| World Investment Advisors | 18.1K | $2.62M | $64.4K | Cut−$133.9K |
| NorthRock Partners, LLC | 17.8K | $2.58M | $63.2K | Added$11.3K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 17.7K | $2.57M | $63K | Cut−$107.8K |
| Soltis Investment Advisors LLC | 17.7K | $2.56M | $60.8K | Added$145.4K |
| Farther Finance Advisors, LLC | 17K | $2.49M | $70.3K | Added$472.4K |
| Connecticut Wealth Management, LLC | 17K | $2.46M | $60.1K | Added$75.5K |
| InvesTrust | 17K | $2.46M | $60K | Added$71.3K |
| HARBOR ADVISORY CORP /MA/ | 16.7K | $2.41M | $59.2K | Cut−$15.9K |
| Lee-Kelleher Wealth Management | 16.6K | $2.4M | $58.6K | Added$72K |
| Pathway Financial Advisors LLC | 16.3K | $2.4M | $10.4K | Cut−$1.54K |
| One Capital Management, LLC | 16K | $2.31M | $56.9K | Cut−$9.57M |
| MidFirst Bank | 15.8K | $2.28M | $55.8K | Added$62.3K |
| OneDigital Investment Advisors LLC | 15.6K | $2.26M | $48.2K | Added$350.2K |
| Dominguez Wealth Management Solutions, Inc. | 15.6K | $2.26M | $51.5K | Added$205.4K |
| Parallel Advisors, LLC | 15.5K | $2.24M | $55K | Added$47.3K |
| Alvarez & Marsal Private Wealth Partners, LLC | 15.1K | $2.18M | $53.6K | Added$53.6K |
| TIEMANN INVESTMENT ADVISORS, LLC | 15K | $2.17M | $53.4K | Added$50.3K |
| Ullmann Wealth Partners Group, LLC | 14.7K | $2.13M | $74.6K | Cut−$231.4K |
| Capital Squared Financial LLC | 14.7K | $2.12M | $49.2K | Added$168.1K |
| TD PRIVATE CLIENT WEALTH LLC | 14.6K | $2.12M | $51.9K | Cut−$394K |
| Independent Advisor Alliance | 14.4K | $2.08M | $5.88K | Added$1.84M |
| Net Worth Advisory Group | 14.2K | $2.05M | $49.7K | Added$75.6K |
| CITIGROUP INC | 14.2K | $2.05M | $50.4K | Added$42.6K |
| Columbia Bank | 14.2K | $2.05M | $42.7K | Added$352.7K |
| SONATA CAPITAL GROUP INC | 13.9K | $2.01M | $48.7K | Added$74.4K |
| CITY HOLDING CO | 13.7K | $1.99M | $48.8K | Added$26.3K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 13.7K | $1.98M | $48.6K | Added$18.9K |
| Advisory Services Network, LLC | 13.1K | $1.9M | $44.5K | Added$130.2K |
| ALLIANCEBERNSTEIN L.P. | 13.3K | $1.88M | $0 | Cut−$1.1M |
| White Lighthouse Investment Management Inc. | 12.9K | $1.87M | $45.5K | Added$55.4K |
| BECKER CAPITAL MANAGEMENT INC | 12.8K | $1.85M | $45.4K | Added$45.4K |
| FIRST MERCHANTS CORP | 12.7K | $1.84M | $45.1K | Cut−$241.1K |
| BLAIR WILLIAM & CO/IL | 12.6K | $1.83M | $39.7K | Added$251.3K |
| Prime Capital Investment Advisors, LLC | 12.6K | $1.82M | $44.7K | Added$26.5K |
| EP Wealth Advisors, LLC | 12.4K | $1.79M | $39.3K | Added$225.4K |
| Regal Investment Advisors LLC | 12.1K | $1.76M | $41.6K | Added$100.1K |
| Capital Square, LLC | 11K | $1.76M | $150.2K | Added$658.2K |
| Ironwood Financial, llc | 11.9K | $1.73M | −$41.2K | Cut−$78.6K |
| Ballentine Partners, LLC | 11.9K | $1.72M | $42.2K | Cut−$216.8K |
| Novak & Powell Financial Services, Inc. | 11.9K | $1.71M | $192.3K | Cut−$1.11M |
| MATHER GROUP, LLC. | 11.8K | $1.71M | $34K | Added$361.3K |
| AFT, FORSYTH & COMPANY, INC. | 11.8K | $1.71M | $41.9K | Added$36.7K |
| OARSMAN CAPITAL, INC. | 11.7K | $1.7M | $41.7K | Added$12.4K |
| Sovereign Investment Advisors, LLC | 11.7K | $1.69M | $41.4K | Added$44K |
| Newton One Investments LLC | 11.6K | $1.68M | $41.2K | Cut−$6.3M |
| Ashton Thomas Private Wealth, LLC | 11.4K | $1.66M | $33.6K | Added$322K |
| PSI Advisors, LLC | 11.4K | $1.65M | $40.4K | Added$23.4K |
| Cranbrook Wealth Management, LLC | 11.3K | $1.64M | $40.2K | Added$4.64K |
| DIVERSIFIED MANAGEMENT INC | 11.1K | $1.61M | $21.9K | Added$738K |
| Moors & Cabot, Inc. | 11K | $1.59M | $38.7K | Added$46.7K |
| Allworth Financial LP | 10.7K | $1.55M | $38K | Added$32.3K |
| WESBANCO BANK INC | 10.6K | $1.54M | $36.5K | Added$87.4K |
| Wealthspire Advisors, LLC | 10.6K | $1.54M | $37.7K | Cut−$39.9K |
| LGL PARTNERS, LLC | 10.6K | $1.53M | $37.6K | Added$39.9K |
| FIRST HAWAIIAN BANK | 10.5K | $1.52M | $37.3K | Added$13.7K |
| PACIFIC FINANCIAL GROUP INC | 10.5K | $1.52M | $37.2K | Cut−$266.8K |
| Ritter Daniher Financial Advisory LLC / DE | 10.5K | $1.51M | $37.1K | Added$9 |
| CIBC Bancorp USA Inc. | 10.5K | $1.51M | — | Held |
| Vestmark Advisory Solutions, Inc. | 10.4K | $1.5M | $37K | Cut−$128.8K |
| Quantinno Capital Management LP | 10.4K | $1.5M | $36.8K | Cut−$5.4K |
| Crusonia Wealth Advisors LLC | 10.3K | $1.49M | $36.7K | Added$36K |
| Icahn Capital | 10.3K | $1.49M | $35K | Added$96.1K |
| Alesco Advisors LLC | 10.2K | $1.48M | $36.3K | Added$36.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.1K | $1.46M | $35.8K | Cut−$127.9K |
| WHITTIER TRUST CO | 9.85K | $1.46M | $15.2K | Cut−$48.7K |
| WHITTIER TRUST CO OF NEVADA INC | 9.84K | $1.45M | $15.2K | Cut−$6.77K |
| Beaumont Asset Management, L.L.C. | 10K | $1.45M | $35.3K | Added$41.4K |
| Modera Wealth Management, LLC | 9.92K | $1.44M | $35.2K | Cut−$152.4K |
| IHT Wealth Management, LLC | 9.91K | $1.43M | $35.1K | Added$2.94K |
| VICUS CAPITAL | 9.51K | $1.38M | $33.8K | Cut−$318.7K |
| Parkside Financial Bank & Trust | 9.19K | $1.33M | $32.5K | Cut−$4.3K |
| Waverly Advisors, LLC | 9.06K | $1.31M | $25.5K | Added$298.3K |
| WILLNER & HELLER, LLC | 8.97K | $1.3M | $31.8K | Added$33.8K |
| Brookstone Capital Management | 8.88K | $1.28M | $31.4K | Added$18.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8.69K | $1.26M | $11.1K | Added$817.5K |
| BlackRock, Inc. | 8.67K | $1.26M | $28.6K | Added$116.4K |
| McKinley Carter Wealth Services, Inc. | 8.67K | $1.25M | $30.8K | Cut−$9.45K |
| Midwest Trust Co | 8.65K | $1.25M | $27.6K | Added$152.7K |
| U.S. Capital Wealth Advisors, LLC | 8.51K | $1.23M | $30.2K | Added$1.14K |
| Transcendent Capital Group LLC | 8.44K | $1.22M | $20.9K | Added$394.6K |
| COMMERCE BANK | 8.41K | $1.22M | $27.7K | Added$114.8K |
| Mutual Advisors, LLC | 8.41K | $1.22M | $11K | Added$778.1K |
| Financial Alternatives, Inc | 8.41K | $1.22M | $29.8K | Added$29.8K |
| MISSION WEALTH MANAGEMENT, LP | 8.36K | $1.21M | $29.7K | Cut−$124.7K |
| Wealthcare Advisory Partners LLC | 8.33K | $1.21M | $28.2K | Added$86.8K |
| Bragg Financial Advisors, Inc | 8.31K | $1.2M | $29.5K | Added$29.5K |
| Ruggaard & Associates LLC | 8.21K | $1.19M | $29.2K | Cut−$27.3K |
| Peregrine Asset Advisers, Inc. | 8.14K | $1.18M | $28.8K | Added$24.7K |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 8.13K | $1.18M | $28.9K | Added$28.9K |
| Merit Financial Group, LLC | 8.13K | $1.18M | $25.4K | Added$169.1K |
| TRITONPOINT WEALTH, LLC | 7.9K | $1.14M | $24.3K | Added$178.2K |
| VestGen Advisors, LLC | 7K | $1.13M | $138.7K | Added$101K |
| Fifth Third Securities, Inc. | 7.78K | $1.13M | $26.3K | Added$80K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.72K | $1.12M | $26.9K | Added$47.5K |
| Quadcap Wealth Management, LLC | 7.6K | $1.1M | $26.7K | Added$36.3K |
| Patten Group, Inc. | 7.52K | $1.09M | $21K | Added$252.7K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 7.47K | $1.08M | $26.5K | Added$5.77K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 7.46K | $1.08M | $26.5K | Added$26.5K |
| D.A. DAVIDSON & CO. | 7.46K | $1.08M | $14.6K | Added$495.4K |
| Acropolis Investment Management, LLC | 7.43K | $1.08M | $25.6K | Added$59K |
| Hurley Capital, LLC | 7.42K | $1.07M | $24.6K | Added$93.2K |
Who left
- Future Fund LLC$9.06M
- NewEdge Advisors, LLC$3.66M
- Ascension Capital Advisors, Inc.$3.3M
- StoneX Group Inc.$2.25M
- J.W. COLE ADVISORS, INC.$2.21M
- INTEGRITY ALLIANCE, LLC.$1.44M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.38M
- IFG Advisory, LLC$560.9K
- XTX Topco Ltd$493.8K
- Clark Asset Management, LLC$447.9K
- Strategic Blueprint, LLC$437.6K
- CONNABLE OFFICE INC$432.8K
- GREAT LAKES ADVISORS, LLC$419.4K
- Inlight Wealth Management, LLC$395.8K
- SIGMA INVESTMENT COUNSELORS INC$301.6K
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.