Stock
Reported value
$1.97B
Holders
400
+22 new · −20 exited
Holders’ est. mark
−$10M
Price effect on 241 books still in the name
Largest holder
$236.8M
VANTAGEPOINT INVESTMENT ADVISERS LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $1.45M
- Icahn Capital0.0% · $220.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3.01M | $236.8M | −$3.22M | Cut−$9.19M |
| LPL Financial LLC | 2.6M | $205.1M | −$2.62M | Added$9.59M |
| MORGAN STANLEY | 1.28M | $100.8M | −$1.23M | Added$9.02M |
| RAYMOND JAMES FINANCIAL INC | 1.02M | $80.6M | −$1.04M | Added$3.3M |
| AMERIPRISE FINANCIAL INC | 931K | $74.5M | $157K | Added$9.85M |
| Cetera Investment Advisers | 943.6K | $74.3M | −$981.2K | Added$1.12M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 827.4K | $65.2M | −$885.2K | Cut−$2.01M |
| COMMONWEALTH EQUITY SERVICES, LLC | 574K | $45.2M | −$602.5K | Added$253.5K |
| BANK OF AMERICA CORP /DE/ | 567.6K | $44.7M | −$590.6K | Added$636K |
| OSAIC HOLDINGS, INC. | 484.2K | $38.2M | −$506.6K | Added$428.8K |
| Mariner, LLC | 477.2K | $37.6M | −$482.6K | Added$1.58M |
| UBS Group AG | 448.5K | $35.3M | −$463.4K | Added$749.2K |
| Avior Wealth Management, LLC | 446.1K | $35.1M | −$477.3K | Cut−$14.8M |
| Cornerstone Planning Group LLC | 382.5K | $34.3M | $2.14M | Added$4.85M |
| VICTORY FINANCIAL GROUP, LLC | 432K | $34M | −$450.7K | Added$391.6K |
| WELLS FARGO & COMPANY/MN | 413.7K | $32.6M | −$442.8K | Cut−$899.5K |
| Orgel Wealth Management, LLC | 291.6K | $23M | −$311.6K | Cut−$281.7K |
| Arax Advisory Partners | 289.3K | $22.8M | −$292.2K | Added$980.1K |
| Cosner Financial Group, LLC | 273.5K | $21.5M | −$289.4K | Cut−$51.4K |
| ROYAL BANK OF CANADA | 269.4K | $21.2M | −$287.4K | Cut−$358K |
| BEAM WEALTH ADVISORS, INC. | 260.4K | $20.5M | −$44.2K | Added$17.2M |
| ECLECTIC ASSOCIATES INC /ADV | 248.5K | $19.6M | −$214.9K | Added$3.57M |
| Rodgers & Associates, LTD | 244.3K | $19.2M | −$247.6K | Added$765.3K |
| IAG Wealth Partners, LLC | 230K | $18.1M | −$239.4K | Added$248.3K |
| CAPITAL WEALTH MANAGEMENT, LLC | 226.9K | $17.9M | −$212.6K | Added$2.01M |
| Allegheny Financial Group | 220.4K | $17.4M | −$173.1K | Added$4.45M |
| Rockport Wealth LLC | 210.4K | $16.6M | −$228K | Cut−$15.5M |
| Equitable Holdings, Inc. | 206.8K | $16.5M | −$0 | Cut−$147.2K |
| Steele Capital Management, Inc. | 203.9K | $16.1M | −$217.6K | Cut−$173.8K |
| Bedel Financial Consulting, Inc. | 165.1K | $13M | −$170.4K | Added$287.8K |
| ENVESTNET ASSET MANAGEMENT INC | 162K | $12.8M | −$173.3K | Cut−$1.97M |
| Eagle Strategies LLC | 161.3K | $12.7M | −$161K | Added$696.4K |
| PTM WEALTH MANAGEMENT, LLC | 157K | $12.7M | −$137.8K | Added$2.24M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 152.7K | $12M | −$163.4K | Cut−$220.2K |
| GRANVILLE CAPITAL, INC. | 145.7K | $11.5M | −$143.1K | Added$797.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 139.7K | $11M | −$136.5K | Added$815.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 138.7K | $10.9M | −$138.9K | Added$562K |
| Vestmark Advisory Solutions, Inc. | 137.2K | $10.8M | −$135.2K | Added$719.7K |
| Sigma Planning Corp | 129.9K | $10.2M | −$136.9K | Added$19.2K |
| Scott Capital Advisors, LLC | 115K | $9.54M | $349.3K | Added$629.2K |
| OxenFree Capital LLC | 110.5K | $9.43M | $507K | Added$2.1M |
| CWM, LLC | 116.4K | $9.17M | $9.16M | Added$9.15M |
| TRUIST FINANCIAL CORP | 107.6K | $8.48M | −$108.5K | Added$382.3K |
| Tandem Financial, LLC | 107.5K | $8.47M | $211.9K | Added$3.53M |
| MGO ONE SEVEN LLC | 107K | $8.43M | −$113.6K | Cut−$47.5K |
| PFS Partners, LLC | 101.9K | $8.03M | −$105.2K | Added$185.9K |
| Steward Partners Investment Advisory, LLC | 99.5K | $7.84M | −$103.1K | Added$147K |
| Certified Advisory Corp | 97.9K | $7.71M | −$85.3K | Added$1.35M |
| JPMORGAN CHASE & CO | 91.9K | $6.98M | −$280.4K | Added$1.14M |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 88.4K | $6.97M | −$92.2K | Added$87K |
| Ipsen Advisor Group LLC | 80.5K | $6.34M | −$84.5K | Added$32.1K |
| OPPENHEIMER & CO INC | 80.2K | $6.32M | −$85.2K | Cut−$35.9K |
| DDFG, Inc | 77.6K | $6.11M | −$54K | Added$2.08M |
| Verde Capital Management | 77.5K | $6.11M | −$74.7K | Added$529K |
| Private Advisor Group, LLC | 72.1K | $5.68M | −$77.2K | Cut−$4.65M |
| Kestra Advisory Services, LLC | 71.5K | $5.63M | −$64.4K | Added$826.6K |
| MARINO, STRAM & ASSOCIATES LLC | 70.5K | $5.55M | −$67.9K | Added$487.8K |
| CASTLE WEALTH MANAGEMENT LLC | 65.7K | $5.17M | −$67.2K | Added$154.8K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 58.3K | $5.02M | $128.4K | Added$1.38M |
| American Trust | 62K | $4.89M | −$66.5K | Cut−$102.7K |
| DENVER WEALTH MANAGEMENT, INC. | 59.6K | $4.69M | −$56.8K | Added$456.2K |
| Chaney Capital Management, Inc. | 59.3K | $4.67M | −$58K | Added$340.1K |
| Cerro Pacific Wealth Advisors LLC | 58.3K | $4.59M | −$50.3K | Added$838.9K |
| Summit Asset Management, LLC | 57.4K | $4.52M | −$61.4K | Cut−$94.8K |
| Premier Private Wealth Management LLC | 57.3K | $4.51M | −$176.7K | Added$748.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 55.9K | $4.48M | −$157.7K | Cut−$2.11M |
| Kellett Wealth Advisors, LLC | 56.6K | $4.46M | −$57.8K | Added$149.6K |
| Employees' Retirement Fund of the City of Fort Worth | 55.5K | $4.37M | −$59.4K | Cut−$59.4K |
| Merit Financial Group, LLC | 54.6K | $4.3M | −$52.2K | Added$407.1K |
| &PARTNERS | 54.2K | $4.27M | −$47.7K | Cut−$232.4K |
| MML INVESTORS SERVICES, LLC | 53.4K | $4.21M | −$57.1K | Cut−$3.39M |
| Virtus Wealth Solutions LLC | 52.8K | $4.16M | −$56.5K | Cut−$97.6K |
| STEINBERGANNA WEALTH MANAGEMENT | 52.8K | $4.16M | −$56.5K | Cut−$311.7K |
| NWAM LLC | 52K | $4.09M | −$226.4K | Cut−$225.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | 51.6K | $4.07M | −$54.5K | Cut−$444 |
| Creative Planning | 49.7K | $3.92M | −$52K | Added$35.4K |
| James J. Burns & Company, LLC | 43.4K | $3.42M | −$46.6K | Cut−$136.6K |
| Black Diamond Financial, LLC | 42.6K | $3.36M | −$45.6K | Cut−$432K |
| BLAIR WILLIAM & CO/IL | 42.3K | $3.33M | −$28.4K | Added$1.21M |
| Horizon Family Wealth, Inc. | 40.6K | $3.2M | −$29.4K | Added$1.01M |
| Marmo Financial Group, LLC | 38.9K | $3.07M | −$41.6K | Cut−$89.3K |
| Prospect Financial Services LLC | 37.9K | $2.99M | −$40.2K | Cut−$17.5K |
| JONES FINANCIAL COMPANIES LLLP | 38K | $2.92M | −$70.1K | Added$950.3K |
| Towne Trust Company, N.A | 36.9K | $2.91M | −$34.4K | Added$345.7K |
| Leo Wealth, LLC | 35.8K | $2.82M | $998 | Cut−$43.6K |
| Capital Square, LLC | 31.2K | $2.73M | $228.6K | Added$363.5K |
| Accel Wealth Management | 33.9K | $2.67M | −$31K | Added$356.3K |
| HighTower Advisors, LLC | 33.1K | $2.61M | −$32.6K | Added$181.5K |
| Integrated Wealth Concepts LLC | 32.2K | $2.54M | −$3.4K | Added$2.28M |
| Family Legacy, Inc. | 32.2K | $2.53M | −$34.4K | Cut−$555.5K |
| SUMMIT WEALTH GROUP LLC / CO | 32K | $2.52M | −$34.3K | Cut−$31.6K |
| Ignite Planners, LLC | 31.8K | $2.5M | −$105.6K | Cut−$94K |
| Caliber Wealth Management, LLC / KS | 31.2K | $2.46M | −$33.3K | Cut−$124.6K |
| AIRE ADVISORS, LLC | 31.2K | $2.46M | −$33.4K | Cut−$49.1K |
| Kingsview Wealth Management, LLC | 30.3K | $2.39M | −$32.4K | Cut−$31.9K |
| LRI Investments, LLC | 29.7K | $2.34M | −$31.8K | Cut−$31.8K |
| PRINCIPAL SECURITIES, INC. | 29.1K | $2.3M | −$31.2K | Cut−$167.4K |
| Sovran Advisors, LLC | 25.3K | $2.22M | $115.1K | Added$137.2K |
| Horizon Investment Services, LLC | 26.9K | $2.12M | −$21.6K | Added$517.2K |
| GHP Investment Advisors, Inc. | 26.8K | $2.11M | −$28.6K | Cut−$42.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 26.7K | $2.11M | −$28.5K | Cut−$94.9K |
| JANE STREET GROUP, LLC | 26.4K | $2.08M | −$20.4K | Added$554.9K |
| RHODES INVESTMENT ADVISORS INC /ADV | 26.2K | $2.06M | −$28K | Cut−$129.4K |
| GOLDMAN SACHS GROUP INC | 26.1K | $2.06M | −$24.2K | Added$248.3K |
| Visionary Wealth Advisors | 25.7K | $2.03M | −$27.6K | Cut−$31.2K |
| United Advisor Group, LLC | 25.1K | $1.97M | −$23.7K | Added$207.8K |
| Hilltop Holdings Inc. | 22.3K | $1.76M | −$23.5K | Added$9.55K |
| Faithward Advisors, LLC | 22.3K | $1.76M | −$14.7K | Added$665.8K |
| SAGESPRING WEALTH PARTNERS, LLC | 22.2K | $1.75M | −$23.7K | Cut−$47.1K |
| Courage Miller Partners, LLC | 22.1K | $1.74M | −$23.7K | Cut−$34.7K |
| Nilsine Partners, LLC | 19.4K | $1.7M | $146.8K | Cut−$74.4K |
| McAdam, LLC | 21.5K | $1.69M | −$20.8K | Added$138.4K |
| PCA Investment Advisory Services Inc. | 21.1K | $1.66M | −$22.5K | Cut−$21.7K |
| PNC Financial Services Group, Inc. | 20.7K | $1.63M | −$21.4K | Added$40.3K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 20.7K | $1.63M | −$22.2K | Cut−$68K |
| Ausdal Financial Partners, Inc. | 20.1K | $1.59M | −$21.5K | Cut−$129.5K |
| Capital Asset Advisory Services LLC | 17.9K | $1.57M | $86.2K | Added$75.5K |
| Bonfire Financial | 19.6K | $1.55M | −$21K | Cut−$70.2K |
| Focus Financial Network, Inc. | 19.4K | $1.53M | −$20.8K | Cut−$292.8K |
| CIBC Bancorp USA Inc. | 18.9K | $1.49M | — | Held |
| NOTTINGHAM ADVISORS, INC. | 18.7K | $1.47M | −$20K | Cut−$20K |
| AE Wealth Management LLC | 18.6K | $1.46M | −$19.9K | Cut−$226.2K |
| Fidelity | 18.4K | $1.45M | −$13.3K | Added$452.6K |
| First Bank & Trust | 18.2K | $1.43M | −$14.1K | Added$384.2K |
| Farther Finance Advisors, LLC | 17.8K | $1.42M | −$1.48K | Cut−$104.8K |
| JIM SAULNIER & ASSOCIATES, LLC | 17.8K | $1.4M | −$19.1K | Cut−$24K |
| MONEY CONCEPTS CAPITAL CORP | 17.7K | $1.39M | −$18.5K | Added$7.07K |
| Stanich Group LLC | 17.6K | $1.39M | −$19.2K | Cut−$29.2K |
| DAVENPORT & Co LLC | 17.4K | $1.37M | −$10.3K | Added$604.8K |
| Stratos Wealth Partners, LTD. | 17.4K | $1.37M | −$5.79K | Added$936.8K |
| Perissos Private Wealth Management, LLC | 17.2K | $1.36M | −$18.5K | Cut−$90.2K |
| Equity Wealth Partners, LLC | 17K | $1.34M | −$18.2K | Cut−$82K |
| Carnegie Investment Counsel | 16K | $1.26M | −$16.8K | Added$6.12K |
| SILVER OAK SECURITIES, INCORPORATED | 15.7K | $1.24M | −$31.2K | Cut−$41.4K |
| HF Advisory Group, LLC | 15.2K | $1.19M | −$16.2K | Cut−$49.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 15.1K | $1.19M | −$15.9K | Added$4.02K |
| Neumann Capital Management, LLC | 15.1K | $1.19M | −$16.1K | Cut−$16.1K |
| CITIGROUP INC | 14.4K | $1.13M | −$15.4K | Cut−$48.8K |
| IEQ CAPITAL, LLC | 14.4K | $1.13M | −$15.4K | Cut−$27.8K |
| HARBOUR INVESTMENTS, INC. | 13.9K | $1.09M | −$12.4K | Added$161.2K |
| KPP Advisory Services LLC | 13.7K | $1.08M | −$14.7K | Cut−$111.6K |
| OneDigital Investment Advisors LLC | 13.6K | $1.07M | −$14.6K | Cut−$234.8K |
| PACIFIC SUN FINANCIAL CORP | 13.2K | $1.04M | −$13.5K | Added$34.6K |
| Vise Technologies, Inc. | 12.7K | $1.02M | $0 | Held |
| STIFEL FINANCIAL CORP | 12.4K | $979.1K | −$13K | Added$1.46K |
| BENJAMIN EDWARDS INC | 12.4K | $978.8K | −$13.3K | Cut−$217.1K |
| FIFTH THIRD BANCORP | 12.2K | $961.5K | −$476 | Added$925.9K |
| AdvisorNet Financial, Inc | 12K | $941.4K | −$12.8K | Cut−$39.2K |
| Integrity Wealth Partners, LLC | 11.7K | $923.2K | — | Held |
| Wilkerson Advisory Group LLC | 11.6K | $913.8K | −$11.8K | Added$32.7K |
| HRC WEALTH MANAGEMENT, LLC | 11.4K | $899.2K | −$12.2K | Cut−$30.3K |
| CAPTRUST FINANCIAL ADVISORS | 11.4K | $898.6K | −$12.2K | Cut−$130.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11.4K | $895.3K | −$12.2K | Cut−$11.8K |
| LaFleur & Godfrey LLC | 11.3K | $886.7K | −$11.9K | Cut−$3.74K |
| Cresset Asset Management, LLC | 11.1K | $875.5K | −$11.9K | Cut−$11.9K |
| Wealthcare Advisory Partners LLC | 11.1K | $873.6K | −$5.48K | Added$464.9K |
| HARBOR INVESTMENT ADVISORY, LLC | 10.9K | $861K | −$11.7K | Cut−$11.7K |
| Truepoint, Inc. | 10.9K | $856.9K | −$10.3K | Added$84K |
| GTS SECURITIES LLC | 10.8K | $852.8K | −$6.55K | Added$363.8K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 10.8K | $850.4K | −$6.17K | Added$390.3K |
| CPWA, LLC | 9.31K | $845.3K | — | Held |
| Madison Wealth Partners, Inc | 10.7K | $842.4K | −$10.2K | Added$84.3K |
| Belpointe Asset Management LLC | 10.4K | $821.5K | −$10.8K | Added$13.9K |
| Cape Investment Advisory, Inc. | 10.4K | $815.3K | −$11.1K | Cut−$39K |
| Nova Wealth Management, Inc. | 10.2K | $805.6K | −$10.9K | Cut−$948.2K |
| Key Client Fiduciary Advisors, LLC | 9.82K | $773.9K | −$10.4K | Cut−$2.24K |
| WILLNER & HELLER, LLC | 9.79K | $771.5K | −$10.5K | Cut−$41.3K |
| Ponta Wealth Partners, LLC | 9.77K | $769.9K | −$10.5K | Cut−$10.5K |
| PFG Advisors | 9.59K | $755.5K | −$10.2K | Cut−$38.7K |
| Signal Advisors Wealth, LLC | 9.52K | $749.8K | −$9.96K | Added$5.8K |
| Independent Advisor Alliance | 9.44K | $743.9K | — | New |
| Corient Private Wealth LLC | 9.42K | $742K | −$10.1K | Cut−$15.4K |
| KEYVANTAGE WEALTH, LLC | 9.4K | $740.2K | −$10.1K | Cut−$32.1K |
| Financial Freedom, LLC | 9.3K | $732.6K | −$9.97K | Cut−$9.26K |
| World Investment Advisors | 9.15K | $720.6K | −$9.57K | Added$7.36K |
| AtlasMark Financial, Inc | 9K | $718.6K | $0 | Held |
| Sentinel Advisory Group, LLC | 9K | $708.9K | — | Held |
| Regal Investment Advisors LLC | 8.95K | $704.8K | −$8.77K | Added$46.9K |
| IHT Wealth Management, LLC | 8.89K | $700.2K | −$9.51K | Cut−$19.5K |
| MAI Capital Management | 8.84K | $696.1K | −$7.95K | Added$104.4K |
| Compound Planning, Inc. | 8.52K | $671.3K | −$9.12K | Cut−$74.3K |
| Focus Partners Wealth | 8.74K | $668.8K | −$26.4K | Added$41.5K |
| Mutual Advisors, LLC | 8.39K | $661K | −$8.92K | Cut−$7.58K |
| IBEX WEALTH ADVISORS | 8.38K | $660.3K | — | New |
| Ridgewood Investments LLC | 8.24K | $649.5K | — | Held |
| MLP3, LLC | 8.15K | $641.7K | −$8.78K | Cut−$21.7K |
| Michels Family Financial, LLC | 8.05K | $633.8K | −$8.61K | Cut−$19.8K |
| Addison Advisors LLC | 8.04K | $632.9K | −$8.08K | Added$30.1K |
| Gladstone Institutional Advisory LLC | 7.98K | $628.8K | −$6.94K | Added$109.2K |
| Onyx Bridge Wealth Group LLC | 7.98K | $628.5K | −$8.52K | Cut−$57.4K |
| Falcon Wealth Planning | 7.83K | $616.8K | −$8.38K | Cut−$20.4K |
| Savant Capital, LLC | 7.74K | $609.4K | −$8.29K | Cut−$128.7K |
| Advisory Services Network, LLC | 7.66K | $603.2K | −$8.19K | Cut−$8.19K |
| MidAtlantic Capital Management, Inc. | 7.11K | $560.3K | −$7.61K | Cut−$7.61K |
| Geneos Wealth Management Inc. | 7.07K | $557.2K | −$7.54K | Cut−$7.38K |
| EVOLVE PRIVATE WEALTH, LLC | 6.99K | $550.4K | −$7.48K | Cut−$7.48K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.91K | $544.1K | −$3.84K | Added$257.4K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 6.75K | $544K | −$810 | Cut−$810 |
| Clearbridge Investments, LLC | 6.8K | $536K | −$7.28K | Cut−$56.5K |
| MARIPAU WEALTH MANAGEMENT LLC | 6.61K | $521K | −$2.65K | Added$14.6K |
| Whitaker-Myers Wealth Managers, LTD. | 6.54K | $515.1K | −$7.06K | Cut−$17.8K |
| BANK OF MONTREAL /CAN/ | 6.47K | $510K | −$6.93K | Cut−$6.93K |
| IFP Advisors, Inc | 6.37K | $502K | −$6.68K | Added$3.48K |
| Buck Wealth Strategies, LLC | 6.25K | $492.2K | −$6.69K | Cut−$249.2K |
| Mayfair Advisory Group, LLC | 6.16K | $485.5K | −$12K | Cut−$121.3K |
| Prospera Financial Services Inc | 6.15K | $484.5K | −$6.58K | Cut−$22.2K |
| FLAGSTAR ADVISORS INC | 6.13K | $482.9K | −$6.56K | Cut−$38K |
| Asset Allocation Strategies LLC | 5.96K | $469.1K | −$6.39K | Cut−$41.6K |
| Kaizen Financial Strategies | 5.46K | $467.4K | $31.8K | Added$25.2K |
| WealthTrak Capital Management LLC | 5.92K | $465.9K | −$6.18K | Added$4.45K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.84K | $460.4K | −$6.25K | Cut−$15.8K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.61K | $442.2K | −$6.01K | Cut−$109.9K |
| PINNACLE ASSOCIATES LTD | 5.6K | $440.9K | −$6.02K | Cut−$41.5K |
| D.A. DAVIDSON & CO. | 5.38K | $423.6K | −$5.13K | Added$41K |
| Fermata Advisors, LLC | 5.38K | $423.6K | −$5.73K | Cut−$15.2K |
| TRANSCEND CAPITAL ADVISORS, LLC | 5.29K | $416.6K | −$5.66K | Cut−$5.66K |
| GWN SECURITIES INC. | 5.25K | $413.3K | −$5.38K | Added$6.83K |
| Westside Investment Management, Inc. | 5.1K | $404.6K | −$4.48K | Cut−$16.5K |
| Brooklyn Investment Group | 5.08K | $400K | −$7.62K | Added$127.1K |
| Revisor Wealth Management LLC | 5.07K | $399.1K | −$20.3K | Added$27.5K |
| Kaydan Wealth Management, Inc. | 4.95K | $389.9K | −$5.3K | Cut−$5.3K |
| Pinnacle Financial Partners, Inc. | 4.87K | $383.6K | −$5.21K | Cut−$5.21K |
| Davis Investment Partners, LLC | 4.8K | $378.1K | −$9.36K | Cut−$9.36K |
| ASSETMARK, INC | 4.75K | $373.9K | −$5.08K | Cut−$170.8K |
| BLALOCK WILLIAMS, LLC | 4.7K | $370.2K | −$5.03K | Cut−$5.03K |
| Triangle Securities Wealth Management | 4.68K | $368.6K | −$4.11K | Added$58.4K |
| TRUST POINT INC. | 4.65K | $366.4K | — | New |
| StoneX Group Inc. | 4.63K | $365.1K | −$3.42K | Added$105.8K |
| American Money Management, LLC | 4.63K | $364.7K | −$4.95K | Cut−$4.95K |
| rebel Financial LLC | 4.59K | $361.4K | −$4.91K | Cut−$6.51K |
| Everstar Asset Management, LLC | 4.58K | $360.8K | −$4.9K | Cut−$74.4K |
| Asset Management Group, Inc. | 4.56K | $359.4K | −$4.88K | Cut−$4.33K |
| High Net Worth Advisory Group LLC | 4.5K | $354.5K | −$4.82K | Cut−$4.82K |
| Tower Research Capital LLC (TRC) | 4.42K | $348.4K | −$4.73K | Cut−$344.3K |
| Journey Advisory Group, LLC | 4.38K | $345.4K | −$4.69K | Cut−$4.69K |
| LexAurum Advisors, LLC | 4.36K | $343.1K | — | Held |
| LongView Wealth Management | 4.01K | $343.1K | $10.1K | Added$20.2K |
| Cerity Partners LLC | 4.34K | $342.1K | −$4.6K | Cut−$109.1K |
| US BANCORP \DE\ | 4.33K | $341.5K | −$4.64K | Cut−$4.64K |
| Secure Asset Management, LLC | 4.32K | $340.4K | −$4.6K | Cut−$21.8K |
| Unified Investment Management | 4.29K | $337.5K | −$4.42K | Added$6.21K |
| Carrera Capital Advisors | 4.28K | $336.8K | −$4.57K | Cut−$57.3K |
| WealthCare Investment Partners, LLC | 4.09K | $328.3K | −$1.82K | Cut−$1.33K |
| MEANS INVESTMENT CO., INC. | 4.11K | $323.6K | −$4.3K | Added$3.73K |
| Dynamic Advisor Solutions LLC | 4.1K | $322.8K | −$4.15K | Added$14.5K |
| LIBERTY WEALTH MANAGEMENT LLC | 4.03K | $317.6K | −$4.2K | Added$3.84K |
| Monetary Solutions, Ltd | 4.03K | $317.4K | −$4.3K | Cut−$4.22K |
| Jacobi Capital Management LLC | 3.95K | $311.3K | −$4.02K | Added$14.3K |
| Heartwood Wealth Advisors LLC | 3.95K | $310.8K | −$3.9K | Added$19.5K |
| Clearstead Advisors, LLC | 3.89K | $306.4K | −$4.16K | Cut−$4.16K |
Who left
- NewEdge Advisors, LLC$5.3M
- TWO SIGMA INVESTMENTS, LP$3.01M
- Diversify Advisory Services, LLC$1.65M
- AXXCESS WEALTH MANAGEMENT, LLC$1.44M
- Citadel$1.12M
- IFG Advisory, LLC$411.7K
- Kovack Advisors, Inc.$282.7K
- Milestones Private Investment Advisors LLC$230.3K
- Envestnet Portfolio Solutions, Inc.$206K
- J.W. COLE ADVISORS, INC.$202K
- Eagle Bay Advisors LLC$191.6K
- Concord Wealth Partners$85.9K
- FLAGSHIP HARBOR ADVISORS, LLC$49.4K
- Kohmann Bosshard Financial Services, LLC$28.7K
- SYM FINANCIAL Corp$22.5K
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.