Stock
Reported value
$9.26B
Holders
882
+71 new · −40 exited
Holders’ est. mark
−$8.44M
Price effect on 241 books still in the name
Largest holder
$1.12B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $3.11M
- Fidelity0.0% · $2.49M
- Icahn Capital0.0% · $608K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10.5M | $1.12B | −$1.67M | Added$233.5M |
| MERCER GLOBAL ADVISORS INC /ADV | 9.2M | $979.4M | −$1.7M | Added$73.6M |
| MORGAN STANLEY | 5.92M | $630.1M | −$1.13M | Added$24.7M |
| Bank of New York Mellon Corp | 4.93M | $525.3M | −$986.5K | Cut−$23.8M |
| UBS Group AG | 2.91M | $310.4M | −$235.8K | Added$184.6M |
| Creative Planning | 2.9M | $309.4M | −$562.7K | Added$9.17M |
| SEI INVESTMENTS CO | 2.86M | $304.6M | −$557.6K | Added$6.08M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.54M | $164.3M | −$277.6K | Added$16.1M |
| CITIGROUP INC | 1.45M | $154.8M | −$278.5K | Added$6.24M |
| CAPTRUST FINANCIAL ADVISORS | 1.3M | $138.1M | −$250.7K | Added$4.47M |
| FRANKLIN RESOURCES INC | 1.28M | $136.4M | −$254K | Added$913.7K |
| AMERIPRISE FINANCIAL INC | 1.05M | $111.7M | −$223.4K | Added$2.16M |
| ALLSTATE CORP | 1.05M | $111.6M | −$209.5K | Cut−$53.6M |
| LPL Financial LLC | 1.04M | $110.5M | −$206.8K | Added$190.9K |
| Mariner, LLC | 883.8K | $94.1M | −$174.7K | Added$879.3K |
| ENVESTNET ASSET MANAGEMENT INC | 861.4K | $91.7M | −$138.9K | Added$17.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 817.9K | $87.1M | — | Held |
| Robinhood Asset Management, LLC | 755.3K | $80.4M | −$151.2K | Cut−$1.47M |
| Salomon & Ludwin, LLC | 711.1K | $76.3M | $323.8K | Added$5.46M |
| NISA INVESTMENT ADVISORS, LLC | 679.5K | $72.4M | −$135K | Added$362.9K |
| RAYMOND JAMES FINANCIAL INC | 634.2K | $67.5M | −$104.4K | Added$11.9M |
| BANK OF MONTREAL /CAN/ | 632.8K | $67.4M | −$126.6K | Cut−$3.31M |
| JPMORGAN CHASE & CO | 603.6K | $64.3M | −$144.8K | Cut−$4.1M |
| Focus Partners Wealth | 593.5K | $64M | $590K | Added$5.54M |
| Allworth Financial LP | 596.5K | $63.5M | −$119.3K | Cut−$571.3K |
| ROYAL BANK OF CANADA | 587.4K | $62.6M | −$107.6K | Added$4.83M |
| Heritage Investment Group, Inc. | 541K | $57.6M | −$104.8K | Added$1.68M |
| COMMONWEALTH EQUITY SERVICES, LLC | 540.1K | $57.5M | −$108K | Cut−$8.06M |
| Cerity Partners LLC | 518.2K | $55.2M | −$95.4K | Added$4.29M |
| US BANCORP \DE\ | 476.8K | $50.8M | −$95.4K | Cut−$5.82M |
| Truepoint, Inc. | 448.8K | $47.8M | −$85.2K | Added$2.37M |
| WELLS FARGO & COMPANY/MN | 443.7K | $47.3M | −$70.8K | Added$9.48M |
| Crestwood Advisors Group, LLC | 434.1K | $46.2M | −$86.8K | Cut−$7.97M |
| HighTower Advisors, LLC | 421.2K | $44.9M | −$82.8K | Cut−$8.16M |
| Apella Capital, LLC | 418.5K | $44.7M | $4.16K | Added$795.6K |
| WIT, LLC | 418.6K | $44.6M | −$83.7K | Cut−$83.7K |
| GOLDMAN SACHS GROUP INC | 404.4K | $43.1M | −$80.9K | Cut−$2.42M |
| TIAA Wealth Investment Management LLC | 387.5K | $41.3M | — | Held |
| Beacon Pointe Advisors, LLC | 385.2K | $41M | −$69K | Added$4.23M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 372.8K | $39.7M | −$22.8K | Added$27.6M |
| Orion Porfolio Solutions, LLC | 366.9K | $39.1M | −$69.9K | Added$1.77M |
| DGS Capital Management, LLC | 330.2K | $35.2M | −$66.1K | Cut−$818.6K |
| Cetera Investment Advisers | 327.6K | $34.9M | −$52.2K | Added$7.11M |
| Rockefeller Capital Management L.P. | 308.2K | $32.8M | −$58.5K | Added$1.57M |
| STIFEL FINANCIAL CORP | 298.8K | $31.8M | −$59.8K | Cut−$1.86M |
| RMR Wealth Builders | 294.6K | $31.4M | −$57.6K | Added$645.1K |
| Willis Johnson & Associates, Inc. | 283K | $30.1M | −$56.7K | Cut−$565.4K |
| Gross & Hartman Investments LLC | 276.7K | $29.5M | −$55.1K | Added$36.2K |
| Modera Wealth Management, LLC | 275.4K | $29.3M | −$50.6K | Added$2.38M |
| RITHOLTZ WEALTH MANAGEMENT | 271.3K | $28.9M | −$52.2K | Added$994.2K |
| Glenview Trust Co | 263.2K | $28M | −$26.1K | Added$14.1M |
| OLD NATIONAL BANCORP /IN/ | 262.4K | $27.9M | −$52.5K | Cut−$2.1M |
| Bear Mountain Capital, Inc. | 259K | $27.6M | — | New |
| CITIZENS FINANCIAL GROUP INC/RI | 259.4K | $27.6M | −$51.8K | Cut−$387.6K |
| CAHABA WEALTH MANAGEMENT, INC. | 259.1K | $27.6M | −$51.8K | Cut−$312.4K |
| EP Wealth Advisors, LLC | 251.6K | $26.8M | −$49.1K | Added$619.8K |
| CIBC Bancorp USA Inc. | 249.2K | $26.6M | — | Held |
| Merit Financial Group, LLC | 241.5K | $25.7M | −$31.7K | Added$8.81M |
| Freestone Capital Holdings, LLC | 233.9K | $24.9M | −$40.2K | Added$3.51M |
| FIFTH THIRD BANCORP | 231.4K | $24.6M | −$520 | Added$24.4M |
| Safe Harbor Family Capital, LLC | 231.3K | $24.6M | −$46.2K | Added$4.43K |
| LVW Advisors, LLC | 230.3K | $24.5M | −$43.5K | Added$1.31M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 222.3K | $23.7M | −$31.8K | Added$6.69M |
| JONES FINANCIAL COMPANIES LLLP | 213.3K | $22.7M | −$38.1K | Added$8.17M |
| OSAIC HOLDINGS, INC. | 210.3K | $22.4M | −$43.7K | Cut−$5.6M |
| MATHER GROUP, LLC. | 197.7K | $21.1M | −$38.8K | Added$363.1K |
| Legacy Edge Advisors, LLC | 196K | $20.9M | −$37.7K | Added$740.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 197.8K | $20.6M | −$505.7K | Cut−$7.65M |
| Carnegie Investment Counsel | 190.6K | $20.3M | −$38.1K | Cut−$600.6K |
| Ascent Group, LLC | 187.8K | $20M | −$35.3K | Added$1.19M |
| Members Trust Co | 187.3K | $19.9M | −$36K | Added$760.6K |
| GAMMA Investing LLC | 179.6K | $19.1M | −$30.9K | Added$2.63M |
| ARKANSAS FINANCIAL GROUP, INC. | 175.3K | $18.7M | −$26.1K | Added$77.2K |
| BAILARD, INC. | 174.6K | $18.6M | −$34.9K | Cut−$2.69M |
| Alesco Advisors LLC | 173.8K | $18.5M | −$34.9K | Cut−$158.3K |
| One Capital Management, LLC | 171.4K | $18.3M | −$33.6K | Added$321.4K |
| Ellevest, Inc. | 164.4K | $17.5M | −$31.8K | Added$524.5K |
| BROWN WEALTH MANAGEMENT, LLC | 155.4K | $16.5M | −$29.9K | Added$541.3K |
| TD PRIVATE CLIENT WEALTH LLC | 149.5K | $15.9M | −$26.4K | Added$1.82M |
| Dakota Wealth Management | 147.8K | $15.7M | −$28.9K | Added$310.5K |
| Prime Capital Investment Advisors, LLC | 147K | $15.7M | −$29.3K | Added$6.45K |
| BANK OF HAWAII | 146.3K | $15.6M | −$29.3K | Cut−$573.9K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 145.3K | $15.5M | −$27.3K | Added$879.8K |
| Slow Capital, Inc. | 141.3K | $15M | −$28.1K | Added$77.3K |
| FIRST NATIONAL BANK OF OMAHA | 133.2K | $14.2M | −$28.7K | Added$883.7K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 130.3K | $13.9M | −$26.1K | Cut−$26.1K |
| Brookstone Capital Management | 124.8K | $13.3M | −$22.2K | Added$1.45M |
| Oak Harvest Investment Services | 124.1K | $13.2M | −$24.2K | Added$321.4K |
| Abundance Wealth Counselors | 123.9K | $13.2M | −$23.5K | Added$656.9K |
| Sequoia Financial Advisors, LLC | 123.5K | $13.1M | −$24.4K | Added$107K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 120.9K | $12.9M | −$23.8K | Added$186.9K |
| MBL Wealth, LLC | 118.5K | $12.6M | −$18.3K | Added$2.84M |
| Wealthcare Advisory Partners LLC | 116.1K | $12.4M | −$19.2K | Added$2.16M |
| Grove Bank & Trust | 115.4K | $12.3M | −$22.7K | Added$158.9K |
| Quantinno Capital Management LP | 114.8K | $12.2M | −$23K | Cut−$117.6K |
| M&T Bank Corp | 111.9K | $11.9M | −$22.1K | Cut−$671.1K |
| PDS Planning, Inc | 111.8K | $11.9M | −$19.9K | Added$1.28M |
| MML INVESTORS SERVICES, LLC | 111.8K | $11.9M | −$22.4K | Cut−$1.85M |
| Mesirow Financial Investment Management, Inc. | 111.5K | $11.9M | −$22.2K | Added$41K |
| TD Capital Management LLC | 111.1K | $11.8M | −$22K | Added$45.5K |
| Quent Capital, LLC | 105.1K | $11.2M | −$18.8K | Added$1.13M |
| MidFirst Bank | 103.4K | $11M | −$14.6K | Added$3.22M |
| SHEETS SMITH WEALTH MANAGEMENT | 103.4K | $11M | −$20.1K | Added$240.3K |
| Kestra Advisory Services, LLC | 103.2K | $11M | −$14.5K | Added$3.23M |
| Partners in Financial Planning | 102.2K | $10.9M | −$20K | Added$188.9K |
| Altiora Financial Group, LLC | 102.2K | $10.9M | −$19.6K | Added$441.6K |
| Aaron Wealth Advisors LLC | 101.1K | $10.8M | −$19.4K | Added$380.7K |
| Waterway Wealth Management, LLC | 100.7K | $10.7M | −$19.6K | Added$274.5K |
| Sanctuary Advisors, LLC | 100.7K | $10.7M | −$19.1K | Added$513.1K |
| Corient Private Wealth LLC | 99.1K | $10.6M | −$18.3K | Cut−$15.9K |
| Private Advisor Group, LLC | 98.1K | $10.5M | −$18.6K | Added$513K |
| CHOREO, LLC | 96.7K | $10.3M | −$4.52K | Added$7.78M |
| JANE STREET GROUP, LLC | 96.4K | $10.3M | — | New |
| BIP Wealth, LLC | 95.7K | $10.2M | −$19.1K | Cut−$8.8M |
| Baird Financial Group, Inc. | 93.7K | $9.98M | −$16.8K | Added$1.02M |
| Investment Research Partners LLC | 90.5K | $9.64M | −$16.3K | Added$936.6K |
| Integrated Wealth Concepts LLC | 88.3K | $9.4M | −$6.56K | Added$5.88M |
| JFS WEALTH ADVISORS, LLC | 85.7K | $9.13M | −$16.9K | Added$105.4K |
| Savvy Advisors, Inc. | 81.6K | $8.69M | −$14.8K | Added$782K |
| Vestmark Advisory Solutions, Inc. | 81.4K | $8.67M | −$12.9K | Added$1.77M |
| World Investment Advisors | 78.1K | $8.31M | −$13.3K | Added$1.21M |
| CONDOR CAPITAL MANAGEMENT | 77.6K | $8.26M | −$15.1K | Added$179.8K |
| NICOLET BANKSHARES INC | 77.5K | $8.25M | — | New |
| Elmwood Wealth Management, Inc. | 75.7K | $8.06M | −$12.6K | Added$1.34M |
| TIAA TRUST, NATIONAL ASSOCIATION | 74.4K | $7.93M | −$14.9K | Cut−$129.4M |
| Joel Isaacson & Co., LLC | 73K | $7.78M | −$11.3K | Added$1.77M |
| Zhang Financial LLC | 72.6K | $7.73M | −$14.5K | Cut−$190.4K |
| Brio Consultants, LLC | 72.4K | $7.69M | −$28.7K | Added$234.2K |
| Bragg Financial Advisors, Inc | 71.7K | $7.64M | −$13.5K | Added$456.1K |
| TOBIAS FINANCIAL ADVISORS, INC. | 70.9K | $7.56M | −$11K | Added$1.7M |
| Clearwater Capital Advisors, LLC | 70.4K | $7.5M | −$14.1K | Cut−$257.8K |
| Alaethes Wealth, LLC | 69.9K | $7.44M | −$14K | Cut−$1.77M |
| Chesley Taft & Associates LLC | 69.7K | $7.43M | −$13.8K | Added$59.7K |
| Meridian Wealth Partners, LLC | 69.7K | $7.42M | −$13.9K | Cut−$95.6K |
| AUA CAPITAL MANAGEMENT, LLC | 67.4K | $7.18M | −$13.5K | Cut−$13.5K |
| Northeast Financial Group, Inc. | 66.9K | $7.13M | −$12.6K | Cut−$1.9M |
| Ackerman Capital Advisors, LLC | 66.6K | $7.09M | −$12.4K | Added$470.6K |
| DEUTSCHE BANK AG\ | 66.5K | $7.08M | −$13.3K | Cut−$740K |
| Summit Financial, LLC | 65.3K | $6.95M | −$3.06K | Added$5.32M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 64.5K | $6.87M | −$11.1K | Added$969.9K |
| Single Point Partners, LLC | 63.2K | $6.73M | −$12.2K | Added$175.1K |
| Savant Capital, LLC | 61.7K | $6.57M | −$12.3K | Cut−$13.4K |
| REGIONS FINANCIAL CORP | 60.4K | $6.43M | −$11.4K | Added$357.6K |
| Larson Financial Group LLC | 59.9K | $6.38M | −$12K | Cut−$545.1K |
| FourThought Financial Partners, LLC | 57.5K | $6.13M | — | New |
| Lutz Financial Services LLC | 57.3K | $6.11M | −$11.5K | Cut−$58.2K |
| Waverly Advisors, LLC | 55.6K | $5.92M | −$10.3K | Added$404.6K |
| HUB Investment Partners, LLC | 55.5K | $5.91M | — | New |
| Stratos Wealth Partners, LTD. | 55.5K | $5.91M | −$11.1K | Cut−$1.23M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 55.5K | $5.9M | −$23.3K | Cut−$196.2K |
| Morton Brown Family Wealth, LLC | 55.1K | $5.87M | −$10.7K | Added$127.4K |
| Composition Wealth, LLC | 54.6K | $5.82M | −$10.9K | Cut−$15.2M |
| Life Planning Partners, Inc | 54.6K | $5.81M | −$10.9K | Cut−$15.4K |
| Rockwood Wealth Management, LLC | 54K | $5.75M | −$9.89K | Added$477.2K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 53.6K | $5.7M | −$10.4K | Added$154.2K |
| TRUIST FINANCIAL CORP | 53.2K | $5.67M | −$10.7K | Cut−$1.29M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 53K | $5.64M | −$10.6K | Cut−$2.34M |
| PRESILIUM PRIVATE WEALTH, LLC | 52.9K | $5.63M | −$10.1K | Added$256.2K |
| DURANTE & WATERS, LLC | 52.8K | $5.62M | −$10.1K | Added$222.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52.6K | $5.6M | −$10.5K | Cut−$27.4K |
| Integrated Advisors Network LLC | 52.3K | $5.57M | −$10.4K | Cut−$3.82M |
| ANDERSON HOAGLAND & CO | 52.1K | $5.55M | −$10.3K | Added$50.6K |
| Apex Wealth Management, LLC | 50.1K | $5.34M | −$2.7K | Added$4.88M |
| Pine Harbor Wealth Management, LLC | 50K | $5.32M | −$9.99K | Added$3.22K |
| GREENLEAF TRUST | 49.8K | $5.3M | −$9.96K | Cut−$58.3K |
| CWM, LLC | 49.7K | $5.3M | $5.29M | Added$5.29M |
| GWN SECURITIES INC. | 49.6K | $5.28M | −$9.93K | Cut−$1.27M |
| McNamara Financial Services, Inc. | 49.5K | $5.27M | −$9.71K | Added$90.7K |
| Syntegra Private Wealth Group, LLC | 49.5K | $5.27M | −$8.85K | Added$548.7K |
| Cascade Financial Partners, LLC | 49K | $5.22M | −$7.87K | Added$1.02M |
| Private Wealth Management Group, LLC | 48.6K | $5.17M | −$9.48K | Added$117K |
| Wealthspire Advisors, LLC | 48.1K | $5.12M | −$9.63K | Cut−$22K |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 48.1K | $5.12M | −$9.62K | Cut−$486K |
| Prospera Financial Services Inc | 48K | $5.11M | −$9.38K | Added$83K |
| AMG National Trust Bank | 47.8K | $5.09M | −$7.77K | Added$944.9K |
| PNC Financial Services Group, Inc. | 47.6K | $5.07M | −$9.45K | Added$42.7K |
| XML Financial, LLC | 47.6K | $5.07M | −$9K | Added$217.7K |
| Perigon Wealth Management, LLC | 46.9K | $5M | −$9.14K | Added$125.5K |
| Symmetry Partners, LLC | 46.8K | $4.98M | −$8.72K | Added$341.3K |
| Avantax Planning Partners, Inc. | 46.1K | $4.91M | −$9.22K | Cut−$660.5K |
| Valmark Advisers, Inc. | 45.9K | $4.89M | −$8.53K | Added$330.6K |
| INVESTED ADVISORS | 45.5K | $4.84M | −$8.64K | Added$235.9K |
| SENTINEL WEALTH MANAGEMENT, INC. | 45.5K | $4.84M | −$9.09K | Cut−$58.3K |
| ASSETMARK, INC | 45.1K | $4.8M | −$9.06K | Cut−$528.9K |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 44.7K | $4.76M | −$8.54K | Added$206.3K |
| FIRST AMERICAN TRUST, FSB | 43.3K | $4.61M | −$8.64K | Cut−$298K |
| Diversified Portfolios, Inc. | 43.2K | $4.6M | −$8.63K | Cut−$410.4K |
| IF Advisors, LLC | 42.5K | $4.53M | −$7.48K | Added$538K |
| Fisher Asset Management, LLC | 41.9K | $4.47M | −$8.4K | Cut−$288.2K |
| Greenspring Advisors, LLC | 41.6K | $4.43M | −$8.14K | Added$72.7K |
| Baron Financial Group, LLC | 40.9K | $4.36M | −$8.19K | Cut−$9.79K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 40.6K | $4.32M | −$8.12K | Cut−$252.9K |
| Curbstone Financial Management Corp | 40.5K | $4.31M | −$8.05K | Added$13.2K |
| UMB Bank, n.a. | 40.4K | $4.3M | −$8.08K | Cut−$311.5K |
| Mayflower Financial Advisors, LLC | 40.3K | $4.3M | −$7.88K | Added$58.7K |
| O'Domhnaill Enterprises, Inc. | 40.1K | $4.27M | −$1.53K | Added$3.46M |
| Farther Finance Advisors, LLC | 40.1K | $4.27M | −$12.9K | Cut−$334.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 40K | $4.26M | −$6.9K | Added$612.7K |
| LJI Wealth Management, LLC | 40K | $4.26M | −$6.06K | Added$1.03M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 39.9K | $4.24M | −$7.97K | Cut−$7.97K |
| Mullooly Asset Management, Inc. | 38.8K | $4.13M | −$7.34K | Added$10.9K |
| Focus Partners Advisor Solutions, LLC | 38.5K | $4.1M | −$516 | Added$3.83M |
| Sanchez Levi Garrett | 38.2K | $4.07M | — | Held |
| Manhattan West Asset Management, LLC | 37.9K | $4.03M | −$7.57K | Cut−$7.57K |
| CAMBIENT FAMILY OFFICE, LLC | 37.9K | $4.03M | −$5.97K | Added$847.9K |
| K2 Financial Inc. | 37.7K | $4.02M | −$6.61K | Added$120.6K |
| Prosperity Planning, Inc. | 37.3K | $3.97M | −$7.45K | Cut−$35.6K |
| BCO Wealth Management LLC | 37.2K | $3.96M | −$6.68K | Added$388K |
| GERMAN AMERICAN BANCORP, INC. | 36.8K | $3.92M | −$7.35K | Cut−$92.9K |
| BLAIR WILLIAM & CO/IL | 36.8K | $3.92M | −$6.84K | Added$262K |
| BWM Planning, LLC | 36.4K | $3.87M | −$5.19K | Added$1.12M |
| MBM WEALTH CONSULTANTS, LLC | 35.9K | $3.82M | −$7.18K | Cut−$69.1K |
| Clearstead Advisors, LLC | 35.8K | $3.81M | −$6.55K | Added$302.5K |
| Patten Group, Inc. | 35.7K | $3.8M | −$7.14K | Cut−$279.7K |
| Tower Research Capital LLC (TRC) | 35.6K | $3.79M | −$357 | Added$3.6M |
| Alhambra Investment Management LLC | 35.4K | $3.77M | −$6.96K | Added$60.1K |
| Root Financial Partners, LLC | 35.3K | $3.76M | −$5.94K | Added$588.7K |
| 1015 Capital Partners, LLC | 34.9K | $3.72M | −$6.94K | Added$13.3K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 34.8K | $3.71M | −$6.93K | Cut−$849.7K |
| Wealth Architects, LLC | 34.5K | $3.67M | −$6.75K | Added$72.9K |
| Charles Schwab Trust Co | 34.3K | $3.65M | −$6.75K | Added$52.6K |
| Dynamic Advisor Solutions LLC | 34.1K | $3.63M | −$6.44K | Added$185.2K |
| NAPLES GLOBAL ADVISORS, LLC | 33.7K | $3.59M | −$6.03K | Added$374.2K |
| NORTH DALLAS BANK & TRUST CO | 33.6K | $3.58M | −$6.72K | Cut−$129.4K |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 33.4K | $3.56M | −$6.69K | Cut−$117.1K |
| Financial Plan, Inc. | 33.1K | $3.52M | −$6.54K | Added$33.4K |
| Avidian Wealth Enterprises, LLC | 33K | $3.51M | −$6.54K | Added$7.52K |
| Equita Financial Network, Inc. | 32.4K | $3.46M | −$6.12K | Added$172.5K |
| Aspen Wealth Management LLC | 32.3K | $3.44M | −$4.12K | Added$1.21M |
| Sigma Planning Corp | 32.1K | $3.42M | −$6.48K | Added$13.3K |
| North Star Investment Management Corp. | 32.1K | $3.42M | −$4.96K | Added$789.3K |
| CARDIFF PARK ADVISORS, LLC | 31.9K | $3.4M | −$5.69K | Added$369.8K |
| Ironwood Wealth Management, LLC. | 31.6K | $3.37M | −$5.33K | Added$498.7K |
| CLUNE & ASSOCIATES, LTD. | 31.5K | $3.35M | −$6.27K | Cut−$1.06M |
| Ausdal Financial Partners, Inc. | 30K | $3.2M | −$1.02K | Added$2.65M |
| ROGCO, LP | 30K | $3.19M | −$5.29K | Added$371.9K |
| SIMON QUICK ADVISORS, LLC | 29.9K | $3.19M | −$3.79K | Added$1.17M |
| Fonville Wealth Management LLC | 29.9K | $3.18M | −$5.98K | Cut−$5.98K |
| AlphaCore Capital LLC | 29.5K | $3.15M | −$3.53K | Added$1.26M |
| JAMES INVESTMENT RESEARCH, INC. | 29.5K | $3.15M | −$5.91K | Cut−$260K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 29.5K | $3.14M | −$5.9K | Cut−$1.35M |
| Citadel | 29.2K | $3.11M | −$5.84K | Cut−$4.5M |
| EXENCIAL WEALTH ADVISORS, LLC | 28.9K | $3.08M | −$5.78K | Cut−$107K |
| Choate Investment Advisors | 28.8K | $3.07M | −$5.77K | Cut−$5.76K |
| RFG Advisory, LLC | 28.5K | $3.04M | −$5.3K | Added$195.7K |
| Compound Planning, Inc. | 28.5K | $3.03M | −$5.68K | Cut−$113.9K |
| Advisory Services Network, LLC | 28.4K | $3.02M | −$4.69K | Added$506.3K |
| Hudson Oak Wealth Advisory LLC | 28.4K | $3.02M | −$5.64K | Added$11.1K |
| Lido Advisors, LLC | 28K | $2.99M | −$6.54K | Cut−$196.1K |
| BROWN, LISLE/CUMMINGS, INC. | 27.9K | $2.97M | −$5.58K | Cut−$5.58K |
Who left
- NewEdge Advisors, LLC$8.75M
- BNP PARIBAS FINANCIAL MARKETS$3.61M
- Dynasty Wealth Management, LLC$2.75M
- OLD MISSION CAPITAL LLC$1.84M
- AXXCESS WEALTH MANAGEMENT, LLC$1.47M
- GTS SECURITIES LLC$1.45M
- IFG Advisory, LLC$956.8K
- Jordan Park Group LLC$888.7K
- New World Advisors LLC$784.7K
- SAPIENT CAPITAL LLC$733.1K
- Lineweaver Wealth Advisors, LLC$664.9K
- SP Asset Management LLC$600.2K
- Quadrant Private Wealth Management, LLC$577.7K
- London & Capital Asset Management Ltd$511.8K
- J.W. COLE ADVISORS, INC.$487.3K
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.