Stock
Reported value
$2.32B
Holders
398
+37 new · −27 exited
Holders’ est. mark
$71.7M
Price effect on 232 books still in the name
Largest holder
$271.3M
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $777.2K
- Fidelity0.0% · $804.3K
- Icahn Capital0.0% · $859.8K
- State Street0.0% · $1.2M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 4.58M | $271.3M | $10.2M | Added$5.19M |
| US BANCORP \DE\ | 2.8M | $165.5M | $6.24M | Added$5.35M |
| GLENMEDE TRUST CO NA | 1.97M | $116.3M | $3.89M | Added$16.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.82M | $107.7M | $4.06M | Added$2.84M |
| Rakuten Investment Management, Inc. | 1.48M | $86.5M | $0 | Added$43.2M |
| Trust Co of Tennessee | 1.23M | $73.1M | $2.47M | Added$10M |
| Savant Capital, LLC | 956.5K | $56.6M | $58.9K | Added$55.1M |
| MORGAN STANLEY | 953.3K | $56.4M | $2.13M | Cut−$66.9M |
| Cerity Partners LLC | 915.7K | $54.2M | $1.94M | Added$4.54M |
| Disciplina Capital Management LLC | 861.3K | $51M | $1.71M | Added$7.18M |
| FIFTH THIRD BANCORP | 777.6K | $46M | $812 | Added$46M |
| Prime Capital Investment Advisors, LLC | 774K | $45.8M | $13.6K | Added$45.5M |
| LPL Financial LLC | 753.3K | $44.6M | $1.52M | Added$5.69M |
| TWO SIGMA INVESTMENTS, LP | 713.8K | $42.2M | $1.39M | Added$6.67M |
| Corient Private Wealth LLC | 618.6K | $36.6M | $461.1K | Cut−$643.4K |
| BANK OF AMERICA CORP /DE/ | 591.7K | $35M | $1.32M | Cut−$46.6M |
| Apollon Wealth Management, LLC | 576.2K | $34.1M | $1.2M | Added$3.47M |
| HighTower Advisors, LLC | 558.8K | $33.1M | $1.25M | Added$942K |
| MISSION WEALTH MANAGEMENT, LP | 526.1K | $31.1M | $1.17M | Added$1.08M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 420.3K | $25.3M | $1.11M | Cut−$2.81M |
| Charles Schwab Trust Co | 411K | $24.3M | $916.6K | Added$500.6K |
| Rodgers & Associates, LTD | 399K | $23.6M | $839K | Added$2.19M |
| CHOREO, LLC | 386.8K | $22.9M | $692.3K | Cut−$2.42M |
| 93 Financial Group, LLC | 376.9K | $22.3M | $814.8K | Added$1.5M |
| STEPHENS INC /AR/ | 365.6K | $21.6M | $804.3K | Added$1.1M |
| Financial & Tax Architects, LLC | 326.8K | $19.3M | $728.8K | Added$641.5K |
| S. R. Schill & Associates | 302.5K | $17.9M | $674.5K | Cut−$1.92M |
| FIDUCIENT ADVISORS LLC | 295K | $17.5M | $551.4K | Added$3.38M |
| Rockbridge Investment Management, LCC | 286.5K | $17M | $623.4K | Added$1.03M |
| UBS Group AG | 282K | $16.7M | $628.8K | Cut−$453.5K |
| Pure Financial Advisors, LLC | 278.2K | $16.5M | $547.1K | Added$2.49M |
| CAPTRUST FINANCIAL ADVISORS | 273.6K | $16.2M | $543.4K | Added$2.28M |
| MPS Loria Financial Planners, LLC | 267.5K | $15.8M | $558.9K | Added$1.56M |
| PGIM Custom Harvest LLC | 266.6K | $15.8M | $594.5K | Added$10.5K |
| OSAIC HOLDINGS, INC. | 254K | $15M | $528.8K | Added$1.5M |
| SUMITOMO LIFE INSURANCE CO | 249.7K | $14.8M | $556.8K | Cut−$1.93M |
| TECTONIC ADVISORS LLC | 243.9K | $14.4M | $512K | Added$1.36M |
| Lido Advisors, LLC | 243.7K | $14.4M | $229.6K | Added$132.1K |
| Pacific Life Fund Advisors LLC | 223.5K | $13.2M | $498.3K | Cut−$3.75M |
| Biltmore Wealth Management, LLC | 223.3K | $13.2M | $478.4K | Added$998K |
| AMERIPRISE FINANCIAL INC | 222.5K | $13.2M | $484.9K | Added$919.6K |
| Blueprint Investment Partners LLC | 219.5K | $13M | $397.3K | Added$2.85M |
| Cannon Financial Strategists, Inc. | 209K | $12.4M | $455.6K | Added$737.2K |
| GOLDMAN SACHS GROUP INC | 200.2K | $11.8M | $141.8K | Added$8.22M |
| Glenview Trust Co | 193.7K | $11.5M | $432K | Added$379.7K |
| Cetera Investment Advisers | 189.1K | $11.2M | $421.8K | Cut−$114.4K |
| ROYAL BANK OF CANADA | 181.7K | $10.8M | $229.8K | Added$4.92M |
| EARNED WEALTH ADVISORS, LLC | 179.3K | $10.6M | $365.3K | Added$1.28M |
| Wealthcare Advisory Partners LLC | 177.1K | $10.5M | $224.5K | Added$4.75M |
| Creative Planning | 176.8K | $10.5M | $280.9K | Added$3.29M |
| ENVESTNET ASSET MANAGEMENT INC | 172.9K | $10.2M | $385.5K | Cut−$23.3M |
| Smartleaf Asset Management LLC | 171.7K | $10M | $141.4K | Added$1.57M |
| Freedom Day Solutions, LLC | 166.7K | $9.87M | $357.6K | Added$735K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 165.9K | $9.82M | $369.9K | Added$301.5K |
| JPMORGAN CHASE & CO | 167.6K | $9.78M | $192.5K | Added$1.95M |
| Cornerstone Management, Inc. | 158K | $9.35M | $343.9K | Added$568.1K |
| Compound Planning, Inc. | 141.7K | $8.39M | $314.7K | Added$350.3K |
| ERn Financial, LLC | 130.4K | $7.72M | $287.3K | Added$382K |
| MOODY NATIONAL BANK TRUST DIVISION | 129.8K | $7.69M | $287.1K | Added$351.6K |
| Blueprint Financial Advisors LLC | 128.2K | $7.59M | $240.5K | Added$1.44M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 122.2K | $7.23M | $272.5K | Cut−$2.14M |
| TPG Financial Advisors, LLC | 118.6K | $7.02M | $254.4K | Added$523.5K |
| Avior Wealth Management, LLC | 117.5K | $6.96M | $251.3K | Added$536.9K |
| Mariner, LLC | 113.5K | $6.72M | $238.3K | Added$613.4K |
| Legacy Financial Group LLC | 111.4K | $6.59M | −$11.1K | Cut−$12.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 109.9K | $6.51M | $238.1K | Added$423.8K |
| Rialto Wealth Management, LLC | 108.3K | $6.41M | $219.7K | Added$797K |
| Peak Financial Management, Inc. | 102.6K | $6.07M | $220.3K | Added$443.9K |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 97.1K | $5.75M | $216.5K | Added$216.5K |
| Focus Partners Wealth | 88K | $5.31M | $299K | Added$385.5K |
| JONES FINANCIAL COMPANIES LLLP | 85.1K | $4.95M | $80.7K | Added$1.05M |
| Topel & Distasi Wealth Management, LLC | 81K | $4.79M | $177.5K | Added$258.6K |
| WELLS FARGO & COMPANY/MN | 78.1K | $4.62M | $170.2K | Added$273.6K |
| Visionary Wealth Advisors | 77.8K | $4.6M | $168.9K | Added$289.5K |
| Prosperity Planning, Inc. | 77.2K | $4.57M | $167.5K | Added$288.5K |
| Rockefeller Capital Management L.P. | 74.8K | $4.43M | $166.8K | Cut−$408.9K |
| Envision Financial LLC | 71.3K | $4.22M | $154.6K | Added$273.3K |
| CoreCap Advisors, LLC | 71K | $4.2M | $149.3K | Added$393.1K |
| RETIREMITTEN FINANCIAL LLC | 67.3K | $3.98M | — | Held |
| Walkner Condon Financial Advisors LLC | 67.1K | $3.97M | $132.6K | Added$583.7K |
| Windsor Capital Management, LLC | 66.4K | $3.93M | $145.6K | Added$215.6K |
| AXS Investments LLC | 66.3K | $3.93M | $148K | Added$18.2K |
| Millington Financial Advisors, LLC | 59.6K | $3.78M | $166K | Added$438.4K |
| RAYMOND JAMES FINANCIAL INC | 63.2K | $3.74M | $120.3K | Added$665.9K |
| Waverly Advisors, LLC | 62.9K | $3.72M | $138.5K | Added$182.7K |
| Fund Evaluation Group, LLC | 62K | $3.67M | $138.3K | Added$138.3K |
| COMMERCE BANK | 60.3K | $3.57M | $111.5K | Added$722.1K |
| Stamos Capital Partners, L.P. | 57.5K | $3.4M | $120.6K | Added$319.6K |
| U.S. Capital Wealth Advisors, LLC | 56.9K | $3.37M | $124.9K | Added$176.7K |
| Naviter Wealth, LLC | 56.6K | $3.35M | $126.2K | Cut−$231.3K |
| Modern Wealth Management, LLC | 55.2K | $3.29M | $142.4K | Cut−$580.7K |
| Financial Planning Fort Collins, LLC | 51.4K | $3.27M | $310.4K | Added$638.9K |
| PRIVATE CLIENT SERVICES, LLC | 54.9K | $3.25M | $120.9K | Added$163.5K |
| Post Resch Tallon Group Inc. | 52.8K | $3.13M | $112.2K | Added$398.3K |
| Equitable Holdings, Inc. | 51.1K | $2.91M | −$0 | Added$413K |
| ES4, LLC | 49K | $2.9M | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 48.9K | $2.9M | $107.5K | Added$151.2K |
| Apollon Financial, LLC | 48.8K | $2.89M | $84.8K | Added$721.1K |
| Pathstone Holdings, LLC | 48.2K | $2.85M | $105.3K | Added$160.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44.7K | $2.64M | $78.2K | Added$646.1K |
| WealthTrak Capital Management LLC | 44.4K | $2.63M | $93.6K | Added$238.3K |
| Dogwood Wealth Management LLC | 43.4K | $2.57M | $93K | Added$193.4K |
| Kestra Advisory Services, LLC | 43.3K | $2.56M | $74.7K | Added$652K |
| VestGen Advisors, LLC | 38.9K | $2.54M | $155.8K | Added$1.46M |
| My Portfolio Guide, LLC | 42.2K | $2.5M | — | Held |
| Keystone Financial Group, Inc. | 42K | $2.49M | $93.7K | Added$80.3K |
| MML INVESTORS SERVICES, LLC | 40.8K | $2.41M | $90.9K | Cut−$923.4K |
| Comprehensive Money Management Services LLC | 38.2K | $2.26M | $84.6K | Added$97.9K |
| ASHTON THOMAS SECURITIES, LLC | 35.4K | $2.1M | — | New |
| Focus Partners Advisor Solutions, LLC | 34.1K | $2.01M | $69.8K | Added$199.2K |
| &PARTNERS | 33.2K | $1.99M | $91.8K | Added$75.4K |
| IFC & Insurance Marketing, Inc. | 33.2K | $1.97M | — | New |
| Prosperity Bancshares Inc | 32.6K | $1.93M | $63.5K | Added$307.3K |
| FAMILY WEALTH PARTNERS, LLC | 32.5K | $1.92M | $56.5K | Added$451.7K |
| RFG Advisory, LLC | 32.5K | $1.92M | $61.5K | Added$352.6K |
| INTEGRATED WEALTHCARE, LLC | 32.3K | $1.91M | $68.8K | Added$157.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31.8K | $1.85M | $29.4K | Added$29.4K |
| Alpha Financial Partners, LLC | 30.7K | $1.82M | $65.4K | Added$146.9K |
| CarsonAllaria Wealth Management, Ltd. | 30.2K | $1.79M | $66.6K | Added$87K |
| Kohmann Bosshard Financial Services, LLC | 29.9K | $1.77M | $66.6K | Added$42.3K |
| Spartan Planning & Wealth Management | 29.6K | $1.75M | $59.4K | Added$231.9K |
| Vise Technologies, Inc. | 30.7K | $1.75M | $0 | Held |
| Wealthcare Capital Partners, LLC | 29.4K | $1.74M | $42.6K | Added$655K |
| TD Waterhouse Canada Inc. | 29K | $1.73M | $74.7K | Added$85.7K |
| Frontier Asset Management, LLC | 27.9K | $1.65M | — | New |
| TriaGen Wealth Management LLC | 27.9K | $1.65M | — | New |
| Farther Finance Advisors, LLC | 27.5K | $1.63M | $40.4K | Added$741.5K |
| Fonville Wealth Management LLC | 27.2K | $1.61M | $38.4K | Added$626.6K |
| Prospect Financial Group LLC | 26.7K | $1.58M | $59.4K | Added$65.4K |
| Arkadios Wealth Advisors | 26.7K | $1.58M | — | New |
| Trademark Financial Management, LLC | 26.7K | $1.58M | — | New |
| Cascade Wealth Advisors, Inc | 23.9K | $1.56M | $173.1K | Added$237.4K |
| Gladstone Institutional Advisory LLC | 25.2K | $1.49M | $52.2K | Added$158.2K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 25.1K | $1.48M | $55.9K | Added$18.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 24.8K | $1.47M | $55.3K | Cut−$338.7K |
| Matthew Goff Investment Advisor, LLC | 24.7K | $1.46M | $42K | Added$386.5K |
| Tyche Wealth Partners LLC | 24.2K | $1.43M | $50.2K | Added$152.4K |
| IFP Advisors, Inc | 23.7K | $1.41M | $3.18K | Added$1.32M |
| Orion Porfolio Solutions, LLC | 23.6K | $1.4M | $52.6K | Cut−$788.2K |
| National Philanthropic Trust | 23.1K | $1.37M | $51.5K | Added$18K |
| HOLLENCREST CAPITAL MANAGEMENT | 23.1K | $1.37M | $51.5K | Cut−$55.9K |
| NATIONAL BANK OF CANADA /FI/ | 22.8K | $1.35M | $50.8K | Added$50.8K |
| SECURIAN ASSET MANAGEMENT, INC | 22.3K | $1.32M | $49.7K | Added$49.7K |
| Quantinno Capital Management LP | 22.3K | $1.32M | $40.9K | Added$275.2K |
| Shum Financial Group, Inc. | 22.1K | $1.31M | $49.4K | Added$45K |
| SigFig Wealth Management, LLC | 21.9K | $1.29M | $43.9K | Cut−$10.3K |
| EXENCIAL WEALTH ADVISORS, LLC | 21.8K | $1.29M | $48.7K | Cut−$30.4K |
| Allworth Financial LP | 20.5K | $1.22M | $45.8K | Cut−$18.1K |
| CAHILL FINANCIAL ADVISORS INC | 20.5K | $1.21M | $32.5K | Added$381.7K |
| State Street | 20.3K | $1.2M | $45.3K | Cut−$843.3K |
| NEUBERGER BERMAN GROUP LLC | 20.1K | $1.19M | $44.8K | Added$44.8K |
| HBW ADVISORY SERVICES LLC | 19.8K | $1.17M | $44.1K | Added$14.2K |
| Ellenbecker Investment Group | 19.7K | $1.17M | $43.9K | Cut−$17.2K |
| American State Bank (Iowa) | 19.7K | $1.16M | $43.8K | Cut−$80K |
| Aspen Wealth Management LLC | 19.6K | $1.16M | $31.1K | Added$370.5K |
| Nolet Wealth Management, LLC | 19K | $1.13M | $36.8K | Added$185.5K |
| Peterson Wealth Advisors, LLC | 18.6K | $1.1M | $41.4K | Cut−$31.9K |
| Coastal Bridge Advisors, LLC | 18.2K | $1.08M | $36.5K | Added$147.5K |
| Intergy Private Wealth, LLC | 17.9K | $1.06M | $32.8K | Added$221.9K |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 17.7K | $1.05M | $39.6K | Added$30K |
| Aureus Asset Management, LLC | 17.7K | $1.05M | $28.8K | Added$314.1K |
| RHS Financial, LLC | 17.7K | $1.05M | $16.2K | Added$634.6K |
| WEALTH ALLIANCE, LLC | 17.6K | $1.04M | $14K | Added$686.1K |
| Quest 10 Wealth Builders, Inc. | 17.5K | $1.04M | $38.3K | Added$57K |
| Kagan Cocozza Asset Management | 17.2K | $1.02M | $38.3K | Added$26K |
| MMA ASSET MANAGEMENT LLC | 16.9K | $997.6K | $28.2K | Added$277.4K |
| Inman Jager Wealth Management, LLC | 16.8K | $992.9K | $37.4K | Added$10.5K |
| River Street Advisors LLC | 16K | $948K | $31.8K | Added$136.8K |
| Baird Financial Group, Inc. | 15.9K | $939.8K | $28.1K | Added$221K |
| Range Financial Group LLC | 15.2K | $899.7K | $33.9K | Added$29.5K |
| Ellis Investment Partners, LLC | 15.2K | $898K | $32.8K | Added$59.4K |
| Independent Wealth Network Inc. | 14.9K | $882.3K | $33.2K | Cut−$1.97M |
| 1834 INVESTMENT ADVISORS CO | 14.9K | $880.6K | $33.2K | Added$33.2K |
| GILPIN WEALTH MANAGEMENT, LLC | 14.8K | $873.7K | $32.9K | Cut−$9.97K |
| Moisand Fitzgerald Tamayo, LLC | 14.7K | $872.3K | $32.9K | Added$17.7K |
| Icahn Capital | 14.5K | $859.8K | $32.4K | Cut−$38.5K |
| Wilkins Miller Wealth Management, LLC | 14.1K | $835.9K | $31.5K | Cut−$62.7K |
| Destiny Capital Corp/CO | 13.8K | $818.4K | $30.8K | Cut−$439.6K |
| Global Strategic Investment Solutions, LLC | 13.7K | $813.5K | $30.6K | Added$31.1K |
| Fidelity | 13.6K | $804.3K | $18.3K | Added$337.4K |
| AE Wealth Management LLC | 13.5K | $799.9K | $27.1K | Added$108.8K |
| STIFEL FINANCIAL CORP | 13.5K | $797.1K | $29.9K | Added$32.7K |
| Kestra Investment Management, LLC | 13.2K | $783.7K | $29.5K | Cut−$17.4M |
| Virtus Family Office LLC | 13.2K | $782.7K | — | New |
| Wealthspire Retirement, LLC | 13.2K | $781.8K | $23K | Added$194.6K |
| Citadel | 13.1K | $777.2K | $18.5K | Added$303.4K |
| Forefront Wealth Partners, LLC | 13.1K | $776.3K | $26.3K | Added$104.7K |
| Fi3 FINANCIAL ADVISORS, LLC | 13.1K | $775.2K | $29.2K | Cut−$1.55M |
| BROWN ADVISORY INC | 13K | $770.6K | $29K | Added$17.6K |
| Advocate Investing Services LLC | 12.7K | $751.7K | — | New |
| Tower Research Capital LLC (TRC) | 12.6K | $746.8K | $28.1K | Cut−$1.46M |
| Nautilus Advisors LLC | 12.5K | $741.8K | $10.4K | Added$476.1K |
| J2 Capital Management Inc | 12.4K | $732.8K | $25.8K | Added$72.9K |
| WealthCollab, LLC | 12.1K | $718K | $27.1K | Added$27.1K |
| Banque Cantonale Vaudoise | 12.1K | $718K | — | New |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 11.9K | $705.3K | $26.6K | Added$24.5K |
| EP Wealth Advisors, LLC | 11.6K | $684.8K | $25.8K | Cut−$927.6K |
| Amicus Financial Advisors, LLC | 11.5K | $682.6K | $25.7K | Added$12.8K |
| AWM CAPITAL, LLC | 11.4K | $675.7K | $25.5K | Cut−$222.1K |
| IPG Investment Advisors LLC | 11.3K | $671.8K | $25.3K | Cut−$28.9K |
| Darden Wealth Group Inc | 11.3K | $668.8K | $25.2K | Added$25.2K |
| Parkside Financial Bank & Trust | 11.1K | $657.4K | $24.7K | Added$25.6K |
| PRINCIPAL SECURITIES, INC. | 11.1K | $656.7K | $23.8K | Added$49K |
| PRESILIUM PRIVATE WEALTH, LLC | 11.1K | $655.8K | $24.1K | Added$40.4K |
| Insight Advisors, LLC/ PA | 11.1K | $654K | $24.2K | Added$35.1K |
| Navalign, LLC | 10.7K | $630.9K | $5.38K | Added$493.6K |
| BEAM WEALTH ADVISORS, INC. | 10.4K | $615.6K | $22.9K | Added$32.3K |
| 1832 Asset Management L.P. | 10.3K | $610.6K | $23K | Cut−$59.1K |
| Wrenne Financial Planning LLC | 10.3K | $610.2K | $22.6K | Added$30.2K |
| Ridgewood Investments LLC | 9.9K | $586K | — | Held |
| HB Wealth Management, LLC | 9.81K | $580.9K | $21.9K | Added$13.6K |
| WESTBOURNE INVESTMENTS, INC. | 9.66K | $571.9K | $11.9K | Added$267.8K |
| Heck Capital Advisors, LLC | 9.59K | $567.8K | $21.3K | Added$22.7K |
| Garde Capital, Inc. | 9.59K | $567.5K | $21.4K | Added$21.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8.8K | $560.1K | $28.3K | Added$257.7K |
| Wealthspire Advisors, LLC | 9.46K | $560.1K | $11.7K | Added$259.9K |
| HF Advisory Group, LLC | 8.78K | $519.8K | $19.6K | Cut−$28.3K |
| CARY STREET PARTNERS FINANCIAL LLC | 8.52K | $504.4K | $19K | Added$16K |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 8.45K | $499.9K | $18.8K | Added$14.7K |
| FourThought Financial Partners, LLC | 8.43K | $499.1K | $17.7K | Added$47.5K |
| Mutual Advisors, LLC | 8.38K | $496.3K | $18.7K | Cut−$5.26K |
| MBL Wealth, LLC | 8.33K | $493.2K | $18.6K | Added$18.6K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 8.3K | $491.1K | $18.5K | Added$18.5K |
| Landmark Wealth Management, LLC | 8.23K | $487.3K | $15.4K | Added$94.4K |
| Parkwoods Wealth Partners, LLC | 8.22K | $486.6K | $16.6K | Added$62.1K |
| Summit Financial Consulting LLC | 8.1K | $479.7K | $15.3K | Added$88.6K |
| MBE Wealth Management, LLC | 8.08K | $478.2K | $18K | Cut−$10.8K |
| IEQ CAPITAL, LLC | 8.05K | $476.4K | $17.9K | Added$17.9K |
| Sanctuary Advisors, LLC | 7.93K | $469.1K | $17.7K | Cut−$1.33M |
| Parallel Advisors, LLC | 7.82K | $462.6K | $16.3K | Added$45.1K |
| TRUIST FINANCIAL CORP | 7.74K | $458K | $17.3K | Cut−$621.9K |
| Quad-Cities Investment Group, LLC | 7.6K | $449.7K | $16.9K | Added$14.8K |
| Concurrent Investment Advisors, LLC | 7.51K | $444.4K | $12.5K | Added$125K |
| Composition Wealth, LLC | 7.38K | $437.1K | $16.5K | Cut−$77K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 7.1K | $420.5K | $9.81K | Added$169.9K |
| CGN Advisors LLC | 7.07K | $418.3K | $15.8K | Cut−$57.7K |
| ARKANSAS FINANCIAL GROUP, INC. | 6.81K | $418.3K | $29.6K | Added$39.7K |
| Upper Left Wealth Management, LLC | 7.02K | $415.3K | $15.6K | Added$14.1K |
| MidAtlantic Capital Management, Inc. | 6.93K | $409.9K | $15.4K | Added$15.4K |
| Seaside Wealth Management, Inc. | 6.75K | $399.4K | $15K | Added$15K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.74K | $399.2K | $15.1K | Cut−$256.7K |
| SUMMITPOINT CAPITAL MANAGEMENT | 6.92K | $394.3K | — | Held |
| Hexagon Capital Partners LLC | 6.41K | $379.4K | — | New |
| JOHNSON INVESTMENT COUNSEL INC | 6.23K | $368.9K | — | New |
| Tidemark, LLC | 6.15K | $363.9K | $12.6K | Added$42.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | 6.11K | $361.8K | — | New |
| Krane Financial Solutions LLC | 6.01K | $355.5K | — | Held |
| VERITY Wealth Advisors | 6K | $354.9K | $13.4K | Added$13.4K |
| Forvis Mazars Wealth Advisors, LLC | 5.94K | $351.8K | $13.3K | Cut−$23.8K |
| OneAscent Financial Services LLC | 5.91K | $349.8K | $10.9K | Added$70.6K |
Who left
- OLD MISSION CAPITAL LLC$2.35M
- Jump Financial, LLC$1.72M
- TOCQUEVILLE ASSET MANAGEMENT L.P.$1.41M
- JANE STREET GROUP, LLC$1.06M
- Strategic Financial Planning, Inc.$1.01M
- MFA WEALTH ADVISORS, LLC$707.5K
- Renaissance Technologies$615.1K
- NATIXIS$492.5K
- Snowden Capital Advisors LLC$355.4K
- Rehmann Capital Advisory Group$345.8K
- NORTHERN TRUST CORP$340.8K
- Private Advisor Group, LLC$309.8K
- HCR Wealth Advisors$258.4K
- NewEdge Advisors, LLC$255K
- Brown Financial Advisory$228K
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.