Stock
Reported value
$2.84B
Holders
587
+21 new · −42 exited
Holders’ est. mark
−$165M
Price effect on 244 books still in the name
Largest holder
$481.3M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $3.48M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.97M | $481.3M | −$29.5M | Cut−$16.8M |
| ENVESTNET ASSET MANAGEMENT INC | 1.77M | $215M | −$13.6M | Cut−$28.7M |
| BANK OF AMERICA CORP /DE/ | 1.49M | $180.7M | −$11.4M | Cut−$36M |
| Bank of New York Mellon Corp | 1.25M | $152M | −$6.08M | Added$49.6M |
| LPL Financial LLC | 1.23M | $149.4M | −$9.42M | Cut−$12.8M |
| JPMORGAN CHASE & CO | 1.19M | $139.9M | −$13.4M | Cut−$17.9M |
| AMERIPRISE FINANCIAL INC | 834.8K | $101.1M | −$6.43M | Cut−$10.1M |
| UBS Group AG | 416.3K | $50.4M | −$3.18M | Cut−$3.45M |
| IMA Advisory Services, Inc. | 412.6K | $49.7M | −$3.09M | Cut−$2.53M |
| Mariner, LLC | 334.7K | $40.6M | −$2.57M | Cut−$4.04M |
| Envestnet Portfolio Solutions, Inc. | 326.1K | $39.5M | −$2.49M | Cut−$7.36M |
| US BANCORP \DE\ | 323.1K | $39.2M | −$2.47M | Cut−$2.97M |
| Rockefeller Capital Management L.P. | 300.6K | $36.4M | −$2.27M | Cut−$1.85M |
| SEI INVESTMENTS CO | 282.6K | $34.2M | −$2.16M | Cut−$2.49M |
| GOLDMAN SACHS GROUP INC | 247.1K | $29.9M | −$1.49M | Added$4.89M |
| COMMONWEALTH EQUITY SERVICES, LLC | 228.3K | $27.7M | −$1.68M | Cut−$634.3K |
| WELLS FARGO & COMPANY/MN | 221.4K | $26.8M | −$1.69M | Cut−$5.9M |
| Creative Planning | 216.5K | $26.2M | −$1.36M | Added$3.31M |
| NORTHSTAR ASSET MANAGEMENT INC | 212.3K | $25.7M | −$782.3K | Added$12.5M |
| Cetera Investment Advisers | 203.5K | $24.7M | −$1.56M | Cut−$3.1M |
| ROYAL BANK OF CANADA | 176.8K | $21.4M | −$1.35M | Cut−$4.07M |
| RAYMOND JAMES FINANCIAL INC | 174.2K | $21.1M | −$1.33M | Cut−$5.43M |
| CAPTRUST FINANCIAL ADVISORS | 174.1K | $21.1M | −$1.33M | Cut−$2.02M |
| National Philanthropic Trust | 164K | $19.9M | −$734.4K | Added$7.49M |
| Cerity Partners LLC | 163.7K | $19.8M | −$1.03M | Added$2.49M |
| TRUIST FINANCIAL CORP | 156.9K | $19M | −$1.18M | Cut−$933.3K |
| Beacon Pointe Advisors, LLC | 145.4K | $17.6M | −$792.7K | Added$4.25M |
| Gemmer Asset Management LLC | 138.7K | $16.8M | −$1.04M | Cut−$778K |
| Focus Partners Wealth | 136.8K | $16.6M | −$1.02M | Cut−$1.74M |
| Fiduciary Trust Co | 136.7K | $16.6M | −$1.04M | Cut−$1.06M |
| Manchester Capital Management LLC | 135.1K | $16.4M | −$1.03M | Cut−$1.48M |
| OSAIC HOLDINGS, INC. | 128.4K | $15.6M | −$978.4K | Cut−$4.64M |
| Johnson Financial Group, Inc. | 113.7K | $13.8M | −$728.9K | Added$1.49M |
| PFG Investments, LLC | 96K | $11.6M | −$714.2K | Cut−$409K |
| Ameritas Advisory Services, LLC | 95.6K | $11.6M | −$730.6K | Cut−$1.02M |
| HighTower Advisors, LLC | 92.3K | $11.2M | −$619.1K | Added$749.2K |
| Francis Financial, Inc. | 91.6K | $11.1M | −$699.7K | Cut−$863.9K |
| Private Advisor Group, LLC | 90.1K | $10.9M | −$687.9K | Cut−$817.6K |
| MML INVESTORS SERVICES, LLC | 88.8K | $10.8M | −$678.6K | Cut−$3.12M |
| TRILLIUM ASSET MANAGEMENT, LLC | 132.6K | $9.55M | −$7.6M | Cut−$8.15M |
| Mascoma Wealth Management LLC | 72.5K | $8.78M | −$553.7K | Cut−$1.42M |
| Composition Wealth, LLC | 70.8K | $8.58M | −$540.7K | Cut−$1.5M |
| Brio Consultants, LLC | 62.9K | $8.56M | $431.7K | Added$976.1K |
| FIFTH THIRD BANCORP | 70.1K | $8.5M | −$71.4K | Added$7.29M |
| SCS Capital Management LLC | 69.1K | $8.38M | −$528.2K | Cut−$528.2K |
| CWM, LLC | 68.2K | $8.26M | $8.26M | Added$8.26M |
| MERCER GLOBAL ADVISORS INC /ADV | 66.8K | $8.09M | −$472K | Added$136.7K |
| PNC Financial Services Group, Inc. | 65.6K | $7.95M | −$164.7K | Added$5.17M |
| BANK OF MONTREAL /CAN/ | 64.3K | $7.79M | −$470.9K | Cut−$145.5K |
| ST GERMAIN D J CO INC | 61.5K | $7.45M | −$454.3K | Cut−$206.3K |
| Advisory Services Network, LLC | 60.9K | $7.38M | −$465.1K | Cut−$3.98M |
| Corient Private Wealth LLC | 61.8K | $7.36M | −$577.7K | Cut−$410K |
| Allianz SE | 57.4K | $6.95M | −$407.6K | Added$78.8K |
| Strategic Point Investment Advisors, LLC | 56.2K | $6.81M | −$429.3K | Cut−$727.4K |
| CHOREO, LLC | 55.5K | $6.72M | −$477K | Cut−$788.7K |
| HEADINVEST, LLC | 54.9K | $6.66M | −$419.7K | Cut−$593.8K |
| Perigon Wealth Management, LLC | 54.9K | $6.66M | −$411.1K | Cut−$276.4K |
| ASPIRIANT, LLC | 54.8K | $6.65M | −$419K | Cut−$419K |
| Dunhill Financial, LLC | 52.5K | $6.37M | −$401.2K | Cut−$1.17M |
| STIFEL FINANCIAL CORP | 48.9K | $5.92M | −$372.9K | Cut−$660.3K |
| Wealthcare Advisory Partners LLC | 46.2K | $5.6M | −$352.9K | Cut−$502.1K |
| ASSETMARK, INC | 45.7K | $5.54M | −$349.3K | Cut−$1.14M |
| Avise Financial Cooperative, Inc. | 44.9K | $5.44M | −$308.4K | Added$238.9K |
| Kestra Advisory Services, LLC | 44.3K | $5.36M | −$225.5K | Added$1.56M |
| Gradient Investments LLC | 43.2K | $5.24M | −$330.3K | Cut−$395.5K |
| SOFI WEALTH, LLC | 42.8K | $5.19M | −$262.1K | Added$765.9K |
| Gilbert Capital Group, Inc. | 42.4K | $5.14M | −$324.2K | Cut−$511.3K |
| Archer Investment Management, LLC | 39.1K | $4.73M | −$47.1K | Added$3.94M |
| GTS SECURITIES LLC | 38.3K | $4.64M | −$58.3K | Added$3.66M |
| Integrated Wealth Concepts LLC | 37.8K | $4.58M | −$120.8K | Added$2.54M |
| Moment Partners, LLC | 36.9K | $4.47M | −$282K | Cut−$300.9K |
| One Wealth Advisors, LLC | 36.8K | $4.46M | −$281.4K | Cut−$708.1K |
| Erste Asset Management GmbH | 36.6K | $4.44M | −$277.5K | Cut−$1.71M |
| Diversified Enterprises, LLC | 35.5K | $4.3M | −$266.4K | Cut−$190.8K |
| Columbia Bank | 35.4K | $4.29M | −$266.2K | Cut−$193.5K |
| Neumann Capital Management, LLC | 35.4K | $4.29M | −$270.7K | Cut−$369.9K |
| Cranbrook Wealth Management, LLC | 35.2K | $4.26M | −$268K | Cut−$255.2K |
| Laurel Wealth Planning LLC | 34.1K | $4.13M | −$260.7K | Cut−$302.3K |
| First Affirmative Financial Network | 34K | $4.12M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33.9K | $4.1M | −$259.3K | Cut−$516.9K |
| &PARTNERS | 33.4K | $4.05M | −$254.1K | Cut−$322.7K |
| McClarren Financial Advisors, Inc. | 33.4K | $4.04M | −$2.74M | Cut−$248K |
| Independent Advisor Alliance | 33.3K | $4.04M | — | New |
| CHILDRESS CAPITAL ADVISORS, LLC | 32.4K | $3.93M | −$247.7K | Cut−$247.7K |
| BAILARD, INC. | 31.9K | $3.86M | −$236.4K | Cut−$126.3K |
| Wealthfront Advisers LLC | 31.5K | $3.82M | −$202.5K | Added$409K |
| Equitable Holdings, Inc. | 29.2K | $3.76M | −$1.1K | Cut−$326.9K |
| True Blue Financial, LLC | 30.5K | $3.7M | −$233.1K | Cut−$233.3K |
| Pitcairn Wealth Advisors LLC | 28.5K | $3.68M | −$1 | Cut−$1 |
| Horst & Graben Wealth Management LLC | 26.8K | $3.62M | $173.5K | Cut−$163.1K |
| BBR PARTNERS, LLC | 29.5K | $3.58M | −$225.4K | Cut−$1.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29.5K | $3.57M | −$225.2K | Cut−$256.6K |
| FORBES J M & CO LLP | 29.3K | $3.55M | −$215K | Cut−$74.8K |
| Merit Financial Group, LLC | 29.3K | $3.55M | −$198.2K | Added$203K |
| Fidelity | 28.7K | $3.48M | −$158K | Added$817.2K |
| Impact Investors, Inc | 28.4K | $3.44M | −$196.7K | Added$122.4K |
| Fifth Third Wealth Advisors LLC | 27.9K | $3.38M | −$212.9K | Cut−$5.99M |
| JONES FINANCIAL COMPANIES LLLP | 28.3K | $3.34M | −$221K | Added$725.2K |
| GeoWealth Management, LLC | 27.3K | $3.3M | −$208.2K | Cut−$522K |
| Wealthspire Advisors, LLC | 26.8K | $3.25M | −$204.8K | Cut−$397.2K |
| Sanctuary Advisors, LLC | 26.5K | $3.21M | −$202.7K | Cut−$452.1K |
| Steward Partners Investment Advisory, LLC | 26.5K | $3.21M | −$201.9K | Cut−$194.2K |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 26.2K | $3.18M | −$200.2K | Cut−$215K |
| FRANKLIN RESOURCES INC | 25.2K | $3.06M | −$192.7K | Cut−$192.7K |
| Lido Advisors, LLC | 25K | $3.03M | −$119.7K | Cut−$608.3K |
| Orion Porfolio Solutions, LLC | 25K | $3.03M | −$191.1K | Cut−$710.7K |
| Chicago Partners Investment Group LLC | 22.5K | $3M | $46.7K | Added$41.6K |
| Gibson Capital, LLC | 24.7K | $3M | −$188.8K | Cut−$191.9K |
| Accredited Investors Inc. | 24.7K | $3M | −$185.5K | Cut−$131.6K |
| Creekside Partners | 24.5K | $2.97M | −$187.3K | Cut−$210.7K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 24.2K | $2.93M | −$184.8K | Cut−$339.5K |
| Compass Financial Group, Inc. (Ohio) | 23.6K | $2.86M | −$180.4K | Cut−$525K |
| SAPIENT CAPITAL LLC | 23.4K | $2.83M | −$201.1K | Cut−$201.1K |
| Stanich Group LLC | 23.2K | $2.81M | −$176.7K | Cut−$184.9K |
| Eley Financial Management, Inc | 23.1K | $2.8M | −$173.5K | Cut−$122.2K |
| Quantinno Capital Management LP | 23.1K | $2.8M | −$37.7K | Added$2.17M |
| Topel & Distasi Wealth Management, LLC | 22.7K | $2.75M | −$173.1K | Cut−$393.1K |
| Sharkey, Howes & Javer | 22.3K | $2.7M | −$170.3K | Cut−$495.6K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 22K | $2.67M | −$168.2K | Cut−$166.3K |
| Schneider Downs Wealth Management Advisors, LP | 21.9K | $2.65M | −$167K | Cut−$167K |
| Allworth Financial LP | 21.5K | $2.6M | −$163.9K | Cut−$179.2K |
| KEYBANK NATIONAL ASSOCIATION/OH | 21.3K | $2.58M | −$160.9K | Cut−$137.3K |
| BROWN ADVISORY INC | 21.2K | $2.57M | −$47.8K | Added$1.77M |
| Fingerlakes Wealth Management, Inc. | 21.2K | $2.57M | −$153.8K | Cut−$28.1K |
| ALTFEST L J & CO INC | 21.2K | $2.57M | −$161.8K | Cut−$187.6K |
| BLAIR WILLIAM & CO/IL | 20.4K | $2.47M | −$155.9K | Cut−$407.4K |
| BigSur Wealth Management LLC | 20K | $2.42M | −$152.8K | Cut−$152.8K |
| Modern Wealth Management, LLC | 19.6K | $2.4M | −$131K | Cut−$222.9K |
| HB Wealth Management, LLC | 19.3K | $2.34M | −$146.9K | Cut−$134.3K |
| Boston Trust Walden Corp | 19K | $2.3M | −$145.2K | Cut−$145.2K |
| Modera Wealth Management, LLC | 19K | $2.3M | −$145.1K | Cut−$145.1K |
| Arlington Financial Advisors, LLC | 19K | $2.3M | −$144.9K | Cut−$161.6K |
| Shepherd Financial Partners LLC | 18.9K | $2.29M | −$144.1K | Cut−$143.8K |
| EP Wealth Advisors, LLC | 18.6K | $2.25M | −$136.7K | Cut−$50.9K |
| Cornerstone Wealth Management, LLC | 18.6K | $2.25M | −$142K | Cut−$357.7K |
| Allodium Investment Consultants, LLC | 18.5K | $2.25M | −$141.6K | Cut−$218.9K |
| Snowden Capital Advisors LLC | 18.3K | $2.22M | −$138.1K | Cut−$109.6K |
| Cresset Asset Management, LLC | 18.1K | $2.19M | −$137.9K | Cut−$137.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18K | $2.18M | −$31.7K | Added$1.65M |
| SigFig Wealth Management, LLC | 17.9K | $2.17M | −$137.2K | Cut−$349.2K |
| Revolve Wealth Partners, LLC | 17.8K | $2.16M | −$136.1K | Cut−$158.5K |
| Waverly Advisors, LLC | 17.7K | $2.14M | −$132.9K | Cut−$99.2K |
| Bangor Savings Bank | 17.2K | $2.08M | −$131.4K | Cut−$1.1M |
| Farther Finance Advisors, LLC | 16.3K | $1.99M | −$100.6K | Added$53.8K |
| NewEdge Wealth, LLC | 16.4K | $1.99M | −$125K | Cut−$116.2K |
| VICUS CAPITAL | 16.3K | $1.97M | −$124.2K | Cut−$156K |
| Hilltop Holdings Inc. | 16K | $1.94M | −$122.4K | Cut−$547.8K |
| Charter Oak Capital Management, LLC | 15.6K | $1.89M | −$118.8K | Cut−$130.4K |
| Davis Wealth Advisors, LLC | 15.5K | $1.88M | −$118.2K | Cut−$285.9K |
| Investors Research Corp | 15.3K | $1.85M | −$116K | Cut−$106K |
| Tempus Wealth Planning, LLC | 14.8K | $1.8M | −$112.6K | Cut−$101.2K |
| SAX WEALTH ADVISORS, LLC | 13.7K | $1.76M | $0 | Held |
| Gateway Wealth Partners, LLC | 14.5K | $1.75M | −$37.6K | Added$1.12M |
| Baker Avenue Asset Management, LP | 14.4K | $1.75M | −$110.1K | Cut−$128.9K |
| 1015 Capital Partners, LLC | 14.4K | $1.74M | −$109.9K | Cut−$109.9K |
| Spire Wealth Management | 14.3K | $1.74M | −$109.5K | Cut−$112.7K |
| Concurrent Investment Advisors, LLC | 14.3K | $1.74M | −$88K | Added$252.5K |
| Financial Insights, Inc. | 14.2K | $1.71M | −$108.1K | Cut−$207.3K |
| PFG Advisors | 13.9K | $1.68M | −$106K | Cut−$194.2K |
| MMBG INVESTMENT ADVISORS CO. | 13.8K | $1.67M | −$105.3K | Cut−$105.3K |
| Aptus Capital Advisors, LLC | 13.7K | $1.67M | −$105K | Cut−$131.7K |
| HighPoint Advisor Group LLC | 13.5K | $1.64M | −$103.4K | Cut−$118.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.4K | $1.64M | −$109.4K | Cut−$1.23M |
| Savvy Advisors, Inc. | 13.2K | $1.6M | −$88.2K | Added$112.1K |
| Ameritas Investment Partners, Inc. | 13.1K | $1.59M | −$100.3K | Cut−$475.5K |
| Continuum Advisory, LLC | 13.1K | $1.58M | −$99.9K | Cut−$111.5K |
| CIBC Bancorp USA Inc. | 14.3K | $1.58M | — | Held |
| White Lighthouse Investment Management Inc. | 12.9K | $1.57M | −$97.6K | Cut−$79.5K |
| POTENTIA WEALTH | 12.5K | $1.52M | −$89K | Added$13.4K |
| Sovran Advisors, LLC | 11K | $1.49M | $46.8K | Added$190.2K |
| WHI TRUST Co LLC | 12.3K | $1.49M | −$93.8K | Cut−$93.8K |
| Apollon Wealth Management, LLC | 12.3K | $1.49M | −$87.6K | Added$9.03K |
| Clear Harbor Asset Management, LLC | 12.2K | $1.48M | −$93K | Cut−$93K |
| SAGE FINANCIAL GROUP INC | 12.2K | $1.47M | −$92.8K | Cut−$127.4K |
| Bensler, LLC | 12.1K | $1.46M | −$82.3K | Added$73.4K |
| SOA Wealth Advisors, LLC. | 12K | $1.45M | −$91.7K | Cut−$165.7K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.8K | $1.43M | −$81.6K | Added$48.9K |
| NATIONAL BANK OF CANADA /FI/ | 11.5K | $1.39M | −$87.6K | Cut−$267.1K |
| NorthRock Partners, LLC | 11.4K | $1.39M | −$87.1K | Cut−$83K |
| Boston Standard Wealth Management, LLC | 11.3K | $1.38M | −$74.7K | Cut−$71.2K |
| Focus Partners Advisor Solutions, LLC | 11.4K | $1.38M | −$86.7K | Cut−$84.9K |
| Valmark Advisers, Inc. | 11.3K | $1.37M | −$76.8K | Added$77.1K |
| FLAGSHIP HARBOR ADVISORS, LLC | 11.3K | $1.37M | −$82.5K | Cut−$20.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | 11.3K | $1.37M | −$76.6K | Added$73.3K |
| WHITTIER TRUST CO | 11K | $1.35M | −$84.6K | Cut−$404.3K |
| Sequoia Financial Advisors, LLC | 11.1K | $1.35M | −$84.8K | Cut−$142.9K |
| MA Private Wealth | 10.8K | $1.31M | −$82.9K | Cut−$82.9K |
| MGO ONE SEVEN LLC | 10.7K | $1.3M | −$81.6K | Cut−$198.7K |
| WHITTIER TRUST CO OF NEVADA INC | 10.4K | $1.28M | −$80.1K | Cut−$107.5K |
| Great Diamond Partners, LLC | 10.3K | $1.24M | −$78.3K | Cut−$146.6K |
| RFG Advisory, LLC | 10.2K | $1.24M | −$78K | Cut−$154.1K |
| OpenArc Corporate Advisory, LLC | 10.1K | $1.22M | −$61.8K | Added$182.6K |
| Focus Financial Network, Inc. | 9.89K | $1.2M | −$75.5K | Cut−$223.9K |
| Main Street Group, LTD | 9.71K | $1.18M | −$74.2K | Cut−$92K |
| SAGESPRING WEALTH PARTNERS, LLC | 9.35K | $1.13M | −$71.4K | Cut−$168.6K |
| CHILTON INVESTMENT CO INC. | 9.2K | $1.12M | — | New |
| Regal Investment Advisors LLC | 9.16K | $1.11M | −$70K | Cut−$208.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.11K | $1.1M | −$69.5K | Cut−$224.1K |
| Ashton Thomas Private Wealth, LLC | 9.11K | $1.1M | −$67.2K | Cut−$29.4K |
| D.A. DAVIDSON & CO. | 9.09K | $1.1M | −$65.4K | Cut−$926 |
| Wealth Management Partners, LLC | 9K | $1.09M | −$68.8K | Cut−$308.9K |
| Bond & Devick Financial Network, Inc. | 8.94K | $1.08M | −$68.3K | Cut−$83K |
| Decker Retirement Planning Inc. | 8.78K | $1.06M | −$63K | Added$2.36K |
| Dynamic Advisor Solutions LLC | 8.74K | $1.06M | −$66.8K | Cut−$66.8K |
| World Investment Advisors | 8.68K | $1.05M | −$66.3K | Cut−$169.7K |
| One Capital Management, LLC | 8.32K | $1.01M | −$63.6K | Cut−$155.9K |
| ROMANO BROTHERS AND COMPANY | 8.31K | $1.01M | −$63.5K | Cut−$93.8K |
| HILL ISLAND FINANCIAL LLC | 8.24K | $998.2K | −$60K | Cut−$14.6K |
| MATHER GROUP, LLC. | 8.22K | $996K | −$58.4K | Added$11.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7.27K | $977.5K | $18K | Added$260.9K |
| TRED AVON FAMILY WEALTH, LLC | 7.95K | $963.3K | −$60.7K | Cut−$60.7K |
| Acropolis Investment Management, LLC | 7.79K | $944.4K | −$59.5K | Cut−$77.6K |
| HARBOUR INVESTMENTS, INC. | 7.76K | $940.1K | −$38.2K | Added$296.3K |
| Dorsey & Whitney Trust CO LLC | 7.74K | $937.4K | −$59.1K | Cut−$59.1K |
| CITIZENS FINANCIAL GROUP INC/RI | 7.72K | $935.4K | −$58.9K | Cut−$112.5K |
| CITIGROUP INC | 7.54K | $913.9K | −$57K | Cut−$48.1K |
| Atria Investments, Inc | 7.52K | $911.1K | −$57.4K | Cut−$82.5K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 7.51K | $910.1K | −$54.9K | Cut−$15.9K |
| Vontobel Holding Ltd. | 7.48K | $906.3K | −$57.1K | Cut−$57.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.41K | $897.8K | −$56.6K | Cut−$77.9K |
| Harfst & Associates, Inc. | 7.39K | $896.2K | −$56.5K | Cut−$56.5K |
| Allred Capital Management, LLC | 7.37K | $893.4K | — | New |
| FIRST HORIZON CORP | 7.36K | $892.2K | −$56.2K | Cut−$56.2K |
| Acumen Wealth Advisors, LLC | 7.23K | $876.4K | −$55.3K | Cut−$55.3K |
| Patriot Financial Group Insurance Agency, LLC | 7.13K | $863.8K | −$28.9K | Added$376.6K |
| AlphaCore Capital LLC | 7.07K | $856.9K | −$54K | Cut−$53.8K |
| Hills Bank & Trust Co | 6.94K | $840.8K | −$53K | Cut−$53K |
| QRG CAPITAL MANAGEMENT, INC. | 6.92K | $838K | −$52.8K | Cut−$495.7K |
| Principle Wealth Partners LLC | 6.89K | $834.6K | −$52.6K | Cut−$52.6K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 6.13K | $825K | $34.8K | Cut−$6.32K |
| Brookstone Capital Management | 6.75K | $818.6K | −$49.5K | Cut−$16K |
| BAR HARBOR WEALTH MANAGEMENT | 6.69K | $811.1K | — | New |
| WEALTH ALLIANCE, LLC | 6.69K | $811K | −$51.1K | Cut−$137.8K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 5.89K | $797.3K | $37.9K | Added$54.8K |
| OLD SECOND NATIONAL BANK OF AURORA | 6.51K | $789.1K | −$49.7K | Cut−$49.7K |
| Sigma Planning Corp | 6.48K | $785.6K | −$49.5K | Cut−$49.3K |
| Halter Ferguson Financial Inc. | 6.47K | $784K | −$49.4K | Cut−$49.4K |
| VERITY Wealth Advisors | 6.36K | $770.2K | −$48.6K | Cut−$48.6K |
| Baird Financial Group, Inc. | 6.3K | $763.7K | −$48.1K | Cut−$73.5K |
| Western Wealth Management, LLC | 6.27K | $760.2K | −$47.9K | Cut−$50.8K |
| Elyxium Wealth, LLC | 6.26K | $758.3K | −$47.7K | Cut−$53.2K |
| Midwest Trust Co | 6.21K | $753.1K | −$44.9K | Cut−$3.8K |
| Golden State Wealth Management, LLC | 6.21K | $752.9K | −$47.3K | Cut−$44.5K |
| Peak Financial Management, Inc. | 6.18K | $749.6K | −$47.3K | Cut−$64K |
| Rollins Financial Advisors, LLC | 6.18K | $749.6K | −$46.1K | Cut−$27.9K |
| Meridian Wealth Management, LLC | 6.14K | $743.6K | −$46.9K | Cut−$54.4K |
| Lifelong Wealth Advisors, Inc. | 6.1K | $739.4K | −$46.6K | Cut−$51.6K |
| Kesler, Norman & Wride, LLC | 6.09K | $737.6K | −$46.5K | Cut−$47.1K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 6.08K | $736.2K | −$46.4K | Cut−$46.4K |
| First Pacific Financial | 6.07K | $735.2K | −$46.4K | Cut−$104.8K |
Who left
- TrueWealth Financial Partners$3.91M
- NewEdge Advisors, LLC$2.82M
- CONSCIOUS WEALTH INVESTMENTS, LLC$2.69M
- FSA WEALTH PARTNERS, INC.$2.07M
- Hershey Financial Advisers, LLC$1.75M
- Renaissance Technologies$1.1M
- Robertson Stephens Wealth Management, LLC$876.8K
- Ellevest, Inc.$607.2K
- Coordinated Financial Services, Inc.$514.5K
- Diversify Advisory Services, LLC$477K
- AXXCESS WEALTH MANAGEMENT, LLC$463.4K
- TruNorth Capital Management, LLC$431.4K
- Engineers Gate Manager LP$416.5K
- Trivium Point Advisory, LLC$357.1K
- J.W. COLE ADVISORS, INC.$326.7K
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.