Stock
Reported value
$9.71B
Holders
735
+81 new · −53 exited
Holders’ est. mark
$79.7M
Price effect on 235 books still in the name
Largest holder
$1.97B
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $7.42M
- Icahn Capital0.0% · $1.44M
- Fidelity0.0% · $107.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 17.9M | $1.97B | $4.29M | Cut−$3.9M |
| MORGAN STANLEY | 5.61M | $619.7M | $1.35M | Cut−$38.3M |
| WELLS FARGO & COMPANY/MN | 5.24M | $578.2M | $1.19M | Added$32.9M |
| LPL Financial LLC | 3.37M | $372.3M | $735.1K | Added$34.8M |
| BANK OF AMERICA CORP /DE/ | 3M | $331M | $719.5K | Cut−$11.1M |
| Marks Wealth, LLC | 2.16M | $238.2M | $2.02K | Added$237.3M |
| Wealthfront Advisers LLC | 2.05M | $226.1M | $388.2K | Added$47.9M |
| ENVESTNET ASSET MANAGEMENT INC | 1.95M | $215.6M | $266.1K | Added$93.5M |
| UBS Group AG | 1.67M | $184.6M | $401.4K | Cut−$14.7M |
| JPMORGAN CHASE & CO | 1.5M | $165.4M | $344.7K | Cut−$3.54M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1.43M | $157.4M | −$750.4K | Added$10.4M |
| ROYAL BANK OF CANADA | 1.37M | $151.2M | $212.9K | Added$52.9M |
| RAYMOND JAMES FINANCIAL INC | 1.33M | $147.1M | $319.8K | Cut−$5.99M |
| AMERIPRISE FINANCIAL INC | 1.1M | $121M | $22K | Added$56.2M |
| Wealthspire Retirement, LLC | 1.03M | $114.2M | $248.3K | Cut−$41.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 999.7K | $110.1M | −$70K | Cut−$69.6M |
| FIL Ltd | 994.9K | $109.8M | $94 | Added$109.8M |
| STIFEL FINANCIAL CORP | 884.7K | $97.7M | $211.6K | Added$1.49M |
| Trust Co | 790.5K | $87.3M | $183.8K | Added$2.92M |
| Americana Partners, LLC | 784.6K | $86.6M | $98.7K | Added$41.3M |
| OAKWORTH CAPITAL, INC. | 698.7K | $77.1M | $167.7K | Cut−$34.5M |
| ASSETMARK, INC | 670.7K | $74M | $160.9K | Cut−$1.6M |
| Townsend & Associates, Inc | 646K | $71.3M | $18.7K | Added$2.4M |
| Cetera Investment Advisers | 562.7K | $62.1M | $135K | Cut−$21.9M |
| Rockefeller Capital Management L.P. | 555.3K | $61.3M | $126.7K | Added$3.14M |
| Cynosure Group, LLC | 546.4K | $60.3M | $131.1K | Cut−$1.19M |
| TRUIST FINANCIAL CORP | 540.1K | $59.6M | $129.6K | Cut−$2.37M |
| White Lighthouse Investment Management Inc. | 519.5K | $57.3M | $113.4K | Added$5.31M |
| Hansen & Associates Financial Group, Inc. | 474.9K | $52.3M | −$38K | Cut−$2.09M |
| Ausdal Financial Partners, Inc. | 427.1K | $47.1M | $102.5K | Cut−$10.6M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 417.4K | $46.1M | $100.2K | Cut−$4.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 415.5K | $45.9M | $99.7K | Cut−$7.96M |
| A&I FINANCIAL SERVICES, LLC | 397.9K | $43.9M | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 394K | $43.5M | $85.5K | Added$4.22M |
| LaSalle St. Investment Advisors, LLC | 384.3K | $42.4M | $33.4M | Added$42.4M |
| Able Wealth Management LLC | 384.1K | $42.4M | $88.8K | Added$1.63M |
| Summit Financial, LLC | 380.8K | $42M | $54.1K | Added$17.2M |
| BANK OF NOVA SCOTIA | 366K | $40.4M | $94.3K | Cut−$3.31M |
| Focus Partners Wealth | 357.2K | $39.4M | $85.7K | Cut−$744.7K |
| Cerity Partners LLC | 352.9K | $39M | $85.1K | Cut−$12.7M |
| MASECO LLP | 332.9K | $36.7M | $81.5K | Cut−$774.9K |
| FINANCIAL CONSULATE, INC | 328.7K | $36.3M | — | New |
| OPPENHEIMER & CO INC | 326.3K | $36M | $70.9K | Added$3.47M |
| Family Manage LLC | 310K | $34.2M | $72.2K | Added$1.08M |
| MML INVESTORS SERVICES, LLC | 309.7K | $34.2M | $74.4K | Cut−$6.53M |
| Advisory Services Network, LLC | 294.3K | $32.5M | $70.6K | Cut−$1.1M |
| Client First Capital LLC | 285.5K | $31.5M | $68.5K | Cut−$4.64M |
| OSAIC HOLDINGS, INC. | 281.4K | $31.1M | $62.6K | Added$2.23M |
| Banco Santander, S.A. | 279.4K | $30.8M | $67K | Cut−$18.7M |
| Fund Evaluation Group, LLC | 277.6K | $30.6M | $65.1K | Added$778.3K |
| GOLDMAN SACHS GROUP INC | 267.7K | $29.6M | $64.3K | Cut−$7.47M |
| ZEVIN ASSET MANAGEMENT LLC | 266.4K | $29.4M | $50.7K | Added$6.11M |
| Modern Wealth Management, LLC | 264.3K | $29.1M | −$18.6K | Cut−$1.47M |
| Bull Oak Capital, LLC | 254.1K | $28.1M | $53.1K | Added$3.68M |
| Northwest Quadrant Wealth Management, LLC | 250.6K | $27.7M | $60.1K | Cut−$336.4K |
| Blueprint Investment Partners LLC | 241.7K | $26.7M | — | New |
| Allred Capital Management, LLC | 231.6K | $25.6M | $55.7K | Cut−$1.05M |
| Mullooly Asset Management, Inc. | 229.4K | $25.3M | $54.1K | Added$817.6K |
| Legacy Advisory Services, LLC | 228.7K | $25.2M | $55K | Cut−$1.69M |
| HighTower Advisors, LLC | 218.7K | $24.1M | $52.7K | Cut−$2.22M |
| Bulltick Wealth Management, LLC | 215.7K | $23.8M | $51.7K | Cut−$10M |
| Alpha Zero LLC | 213.3K | $23.5M | $27.8K | Added$10.8M |
| Mariner, LLC | 199.9K | $22.1M | $48K | Cut−$1.39M |
| HSBC HOLDINGS PLC | 190.1K | $21M | $45.6K | Cut−$11M |
| Sulzberger Capital Advisors, Inc. | 187.1K | $20.7M | $44.9K | Cut−$4.26M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 185.7K | $20.5M | $26.1K | Added$8.51M |
| Farther Finance Advisors, LLC | 183.6K | $20.2M | −$12.1K | Added$1.26M |
| Sierra Legacy Group | 182.4K | $20.1M | $43.8K | Cut−$1.36M |
| SIMON QUICK ADVISORS, LLC | 179.3K | $19.8M | $43K | Cut−$459.2K |
| Norris Financial Group, LLC | 179.2K | $19.8M | $8.03K | Added$16.1M |
| FIFTH THIRD BANCORP | 176K | $19.4M | $116 | Added$19.4M |
| AdvisorNet Financial, Inc | 172.5K | $19M | $36.8K | Added$2.17M |
| Strategic Wealth Partners, Ltd. | 162.8K | $18M | $37.1K | Added$992.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 160.5K | $17.7M | $36.9K | Added$805.4K |
| KFA Private Wealth Group, LLC | 158.4K | $17.5M | $38.1K | Added$73.4K |
| JANE STREET GROUP, LLC | 157.3K | $17.4M | $37.8K | Cut−$2.1M |
| Financial Engines Advisors L.L.C. | 157K | $17.3M | $36.4K | Added$650.2K |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 155.7K | $17.2M | $37.3K | Cut−$762.6K |
| Midwest Professional Planners, LTD. | 155.5K | $17.2M | $34.1K | Added$1.55M |
| M. Kulyk & Associates, LLC | 155.1K | $17.1M | $37.2K | Cut−$736.2K |
| Independent Solutions Wealth Management, LLC | 145K | $16M | $26.8K | Added$3.7M |
| Fairvoy Private Wealth, LLC | 144.9K | $16M | $32.2K | Added$1.25M |
| Presidio Capital Management, LLC | 143.8K | $15.9M | $34.6K | Cut−$722K |
| Beacon Pointe Advisors, LLC | 142.8K | $15.8M | $34.2K | Cut−$231K |
| Mascoma Wealth Management LLC | 140.5K | $15.5M | $33.8K | Cut−$5.95M |
| Equitable Holdings, Inc. | 138.3K | $15.2M | $6.93K | Added$8.77M |
| PRINCIPAL SECURITIES, INC. | 137.3K | $15.2M | $5.88K | Added$12.5M |
| ANCHOR CAPITAL ADVISORS LLC | 134.8K | $14.9M | $32.4K | Cut−$113.6K |
| IPG Investment Advisors LLC | 130.6K | $14.4M | $31.4K | Cut−$1.7M |
| PERSONAL CFO SOLUTIONS, LLC | 128.3K | $14.2M | — | New |
| Silicon Valley Capital Partners | 128.3K | $14.2M | $30.7K | Cut−$378.9K |
| NerdWallet Wealth Partners, LLC | 127.2K | $14M | $29.6K | Cut−$956.3K |
| KWMG, LLC | 125.7K | $13.9M | $28.9K | Added$596.3K |
| Trajan Wealth LLC | 124.4K | $13.7M | $29.9K | Cut−$1.58M |
| Creative Planning | 120.7K | $13.3M | $26.5K | Added$1.18M |
| U.S. Capital Wealth Advisors, LLC | 118.7K | $13.1M | $16.8K | Added$5.41M |
| AMG National Trust Bank | 116K | $12.8M | $22.2K | Added$2.63M |
| Blueprint Financial Advisors LLC | 113.5K | $12.5M | — | New |
| BANQUE PICTET & CIE SA | 113.1K | $12.5M | $27.1K | Cut−$632.2K |
| UDINE WEALTH MANAGEMENT, INC. | 110.3K | $12.2M | $11.8M | Added$12.2M |
| CWA Asset Management Group, LLC | 109.9K | $12.1M | $18.4K | Added$3.67M |
| GFS Advisors, LLC | 109.1K | $12M | $26.2K | Cut−$1.98M |
| Lee Financial Co | 109.1K | $12M | $26.2K | Cut−$4.24M |
| Winch Advisory Services, LLC | 107K | $11.8M | $25.7K | Cut−$71.9K |
| STOLZ & ASSOCIATES, PS | 106.4K | $11.7M | $7.42K | Added$1.5M |
| MAYPORT, LLC | 105.2K | $11.6M | $25.2K | Added$74.2K |
| Twelve Points Wealth Management LLC | 104.1K | $11.5M | $14.6K | Cut−$2.28M |
| DOVER ADVISORS, LLC | 101.4K | $11.2M | $10.9K | Added$6.18M |
| Steward Partners Investment Advisory, LLC | 101.1K | $11.2M | $21.1K | Added$1.54M |
| Farringdon Capital, Ltd. | 95.1K | $10.5M | $22.8K | Added$22.8K |
| Prime Capital Investment Advisors, LLC | 94K | $10.4M | $5.27K | Added$7.96M |
| MinichMacGregor Wealth Management, LLC | 93.3K | $10.3M | $20.9K | Added$687.8K |
| STABLEFORD CAPITAL II LLC | 90.6K | $10M | $9.46K | Added$5.66M |
| OAK FAMILY ADVISORS, LLC | 90.6K | $10M | $21K | Added$365.5K |
| Arete Wealth Advisors, LLC | 90.5K | $9.99M | $9.98M | Added$9.98M |
| Meridian Wealth Management, LLC | 90.5K | $9.99M | $20.7K | Added$477.7K |
| StoneX Group Inc. | 90.1K | $9.95M | $15.7K | Added$3.06M |
| IronBridge Private Wealth, LLC | 88.8K | $9.8M | −$5.35K | Added$3.88M |
| ALLIANCEBERNSTEIN L.P. | 88.4K | $9.74M | $0 | Added$8.15M |
| Whalen Wealth Management Inc. | 85.5K | $9.44M | $20.5K | Cut−$2.02M |
| Aegis Wealth Management LLC | 84.4K | $9.32M | $20.2K | Added$76.4K |
| Crescent Grove Advisors, LLC | 83.4K | $9.21M | $20K | Cut−$12.4M |
| PARAGON CAPITAL MANAGEMENT INC | 82.2K | $9.07M | $19.7K | Cut−$1.95M |
| Kestra Advisory Services, LLC | 81.6K | $9.01M | $18.6K | Added$522.1K |
| CVA Family Office, LLC | 81K | $8.95M | $18.4K | Added$512.6K |
| One Day In July LLC | 80.6K | $8.89M | $19.3K | Cut−$197.5K |
| Apex Wealth Management, LLC | 80.4K | $8.87M | $4.1K | Added$3.25M |
| PRUDENTIAL PLC | 79.6K | $8.79M | — | New |
| MORRIS FINANCIAL CONCEPTS, INC. | 78.7K | $8.69M | $18.5K | Added$202.3K |
| Envestnet Portfolio Solutions, Inc. | 77.8K | $8.58M | $1.85K | Added$7.76M |
| Onyx Bridge Wealth Group LLC | 77.4K | $8.55M | $18.6K | Cut−$984.5K |
| SBI Securities Co., Ltd. | 77.4K | $8.54M | $6.89K | Added$5.38M |
| Mader & Shannon Wealth Management, Inc. | 77.3K | $8.53M | −$2.85K | Added$5.38M |
| Pacifica Partners Inc. | 76.9K | $8.49M | $14.9K | Added$1.03M |
| VanWeelden Wealth Management, LLC | 74.6K | $8.24M | $17.9K | Cut−$203.3K |
| BNP PARIBAS FINANCIAL MARKETS | 73.5K | $8.12M | $349 | Added$7.96M |
| RFG Advisory, LLC | 72.9K | $8.05M | $17.4K | Cut−$602.2K |
| UNITED BANK | 72.3K | $7.98M | $17.3K | Cut−$39.7K |
| GatePass Capital, LLC | 71.2K | $7.86M | $17.1K | Cut−$649.3K |
| CITIGROUP INC | 70.8K | $7.82M | $7.46K | Added$4.38M |
| Adaptive Financial Consulting, LLC | 70.1K | $7.73M | $15.9K | Added$435.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 68.2K | $7.52M | $16.4K | Cut−$263.2K |
| GREENLEAF TRUST | 67.5K | $7.46M | — | New |
| Citadel | 67.2K | $7.42M | — | New |
| CWM, LLC | 67.2K | $7.42M | $7.41M | Added$7.41M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 66.9K | $7.38M | $16K | Cut−$2.02M |
| Pacific Center for Financial Services | 66.6K | $7.35M | −$192 | Added$7.14M |
| Climber Capital SA | 66.2K | $7.3M | $1.71M | Cut−$17.8K |
| BANK OF MONTREAL /CAN/ | 66.1K | $7.3M | $15.9K | Cut−$7.56M |
| Atria Investments, Inc | 65.9K | $7.28M | $8.27K | Added$3.5M |
| Luminist Capital LLC | 65.8K | $7.26M | $10K | Added$2.65M |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 64.6K | $7.13M | $15.1K | Added$202.7K |
| BFSG, LLC | 64.1K | $7.07M | $15.1K | Added$180.4K |
| Mutual Advisors, LLC | 63.6K | $7.02M | $14.5K | Added$419.3K |
| Sanctuary Advisors, LLC | 62.7K | $6.92M | $15.1K | Cut−$853.1K |
| WEALTH ALLIANCE, LLC | 62.6K | $6.91M | $10.3K | Added$2.14M |
| Independent Advisor Alliance | 61.8K | $6.82M | $462 | Added$6.6M |
| GUIDANCE CAPITAL, INC | 61.7K | $6.79M | −$14K | Added$51.1K |
| Vernal Point Advisors, LLC | 61K | $6.73M | $14.6K | Cut−$231.7K |
| BDFS Capital LLC | 60.5K | $6.68M | $14K | Added$240.4K |
| JONES FINANCIAL COMPANIES LLLP | 60.2K | $6.64M | $10.9K | Added$953.3K |
| Integrated Wealth Concepts LLC | 59.7K | $6.59M | $10.9K | Added$1.6M |
| DAVENPORT & Co LLC | 59.5K | $6.56M | $14.3K | Cut−$111.3K |
| SCOTIA CAPITAL INC. | 59.4K | $6.56M | $14.3K | Cut−$572.4K |
| IFP Advisors, Inc | 58.9K | $6.5M | $14.1K | Cut−$1.53M |
| Hilltop Holdings Inc. | 58.8K | $6.49M | $6.01K | Added$3.73M |
| D.A. DAVIDSON & CO. | 58K | $6.4M | $9.35K | Added$2.11M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 58K | $6.4M | $13.8K | Added$51.2K |
| KEYBANK NATIONAL ASSOCIATION/OH | 57.1K | $6.31M | $11.2K | Added$1.15M |
| CAMBIENT FAMILY OFFICE, LLC | 56.5K | $6.24M | $12.5K | Added$501K |
| ALTERNA WEALTH MANAGEMENT, INC | 56.1K | $6.19M | $13.5K | Cut−$1.11M |
| Capital Wealth Alliance, LLC | 56.1K | $6.19M | $10.5K | Added$134.1K |
| Asset One Wealth Management LLC | 55.9K | $6.16M | $9.24K | Added$180.5K |
| San Luis Wealth Advisors LLC | 55.6K | $6.14M | $12.8K | Added$298.8K |
| RIA Advisory Group LLC | 55.6K | $6.14M | $12.9K | Added$188.4K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 52.8K | $5.82M | — | New |
| Lido Advisors, LLC | 52.2K | $5.76M | $10.1K | Added$654.3K |
| Engineers Gate Manager LP | 51.7K | $5.7M | — | New |
| Procyon Advisors, LLC | 51.6K | $5.7M | $12.4K | Cut−$245.8K |
| Spartan Planning & Wealth Management | 51.6K | $5.69M | $740 | Added$5.35M |
| Purewater Capital LLC | 51.6K | $5.69M | — | Held |
| Larry Mathis Financial Planning, LLC | 51.5K | $5.69M | $1.69K | Added$4.91M |
| Calamos Wealth Management LLC | 51.5K | $5.69M | $12.4K | Cut−$356.3K |
| Calamos Advisors LLC | 51.5K | $5.69M | — | New |
| Private Advisor Group, LLC | 51.2K | $5.65M | $11.6K | Added$319.1K |
| American Investment Services, Inc. | 51.1K | $5.64M | $12K | Added$118.7K |
| BURLING WEALTH PARTNERS, LLC | 51K | $5.63M | — | New |
| ALEXANDER LABRUNERIE & CO., INC. | 50.9K | $5.61M | $12.1K | Cut−$102.1K |
| Baring Financial LLC | 49.2K | $5.43M | $11.1K | Added$315.6K |
| US BANCORP \DE\ | 48.8K | $5.39M | $11.7K | Added$6.86K |
| Strategic Blueprint, LLC | 47.9K | $5.29M | $11K | Added$237.8K |
| Hixon Zuercher, LLC | 47.8K | $5.28M | $11.4K | Added$47.3K |
| North Star Investment Management Corp. | 47.4K | $5.23M | $3.64K | Added$3.57M |
| MAI Capital Management | 46.6K | $5.14M | $11.2K | Cut−$1.06M |
| MGO ONE SEVEN LLC | 45.9K | $5.07M | $9.93K | Added$551.2K |
| AE Wealth Management LLC | 45.7K | $5.05M | $3.01K | Added$3.67M |
| FINANCIAL MANAGEMENT NETWORK INC | 45.3K | $4.99M | −$82 | Cut−$560.7K |
| Corient Private Wealth LLC | 44.7K | $4.92M | −$1.18K | Added$756.4K |
| Orion Porfolio Solutions, LLC | 44.3K | $4.89M | $9.84K | Added$381.1K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 44K | $4.86M | $9.22K | Added$631.3K |
| Ashton Thomas Private Wealth, LLC | 43.1K | $4.76M | $7.11K | Added$1.5M |
| Regal Investment Advisors LLC | 42.5K | $4.69M | $3.63K | Added$3M |
| HB Wealth Management, LLC | 42.3K | $4.67M | $10.1K | Added$48.5K |
| Heck Capital Advisors, LLC | 41.2K | $4.55M | $9.84K | Cut−$1.91M |
| Forum Financial Management, LP | 41.1K | $4.53M | $8.07K | Added$838K |
| EFG International AG | 39K | $4.3M | $9.15K | Added$104K |
| Cadia Private Client LLC | 38.6K | $4.26M | $9.32K | Cut−$21.7K |
| CARY STREET PARTNERS FINANCIAL LLC | 38.6K | $4.26M | $8.91K | Added$172.1K |
| Walker Financial Services, Inc. | 37.7K | $4.16M | $8.79K | Added$72.4K |
| INVESTMENT HOUSE LLC | 37.6K | $4.15M | $8.73K | Added$162.3K |
| Wealthspire Advisors, LLC | 37.4K | $4.13M | $8.91K | Added$22.3K |
| Ridgewood Investments LLC | 37.3K | $4.12M | — | Held |
| ADVISORY RESEARCH INC | 37.1K | $4.1M | $8.04K | Added$408.3K |
| Greenspring Advisors, LLC | 37.1K | $4.09M | $8.89K | Cut−$59.6K |
| TD PRIVATE CLIENT WEALTH LLC | 36.6K | $4.04M | $8.79K | Cut−$256.5K |
| Trilogy Capital Inc. | 35.7K | $3.95M | $8.56K | Cut−$685.6K |
| Parallel Advisors, LLC | 35.4K | $3.91M | $8.53K | Cut−$580.1K |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 35.2K | $3.89M | $7.87K | Added$244.9K |
| PATTON FUND MANAGEMENT, INC. | 35.2K | $3.88M | $8.24K | Added$98.8K |
| Westview Management dba Westview Investment Advisors | 34.4K | $3.8M | $8.25K | Cut−$147.1K |
| Federation des caisses Desjardins du Quebec | 34.3K | $3.79M | $3.05K | Added$2.42M |
| MILESTONE ASSET MANAGEMENT, LLC | 34.2K | $3.78M | $7.8K | Added$189.5K |
| Jordan Park Group LLC | 31.2K | $3.74M | — | New |
| Keystone Financial Group, Inc. | 33.3K | $3.67M | $7.94K | Added$22.4K |
| INSIGNEO ADVISORY SERVICES, LLC | 33.2K | $3.66M | $7.96K | Cut−$324.9K |
| Heartland Bank & Trust Co | 33K | $3.64M | $4.44K | Added$1.6M |
| GWN SECURITIES INC. | 31.9K | $3.52M | $7.74K | Cut−$1.12M |
| CALTON & ASSOCIATES, INC. | 31.8K | $3.52M | $4K | Added$1.7M |
| Alexis Investment Partners, LLC | 31.8K | $3.51M | $8.04K | Cut−$244.3K |
| Ascent Group, LLC | 31.3K | $3.45M | $7.3K | Added$101.7K |
| Premier Path Wealth Partners, LLC | 31.2K | $3.45M | $7.45K | Cut−$1.61M |
| JAMES INVESTMENT RESEARCH, INC. | 31.1K | $3.44M | $7.47K | Cut−$73.4K |
| LOWE BROCKENBROUGH & CO INC | 30.8K | $3.4M | $7.4K | Cut−$481.6K |
| TBH Global Asset Management, LLC | 30.3K | $3.34M | $7.24K | Cut−$424.1K |
| CoreCap Advisors, LLC | 29.7K | $3.28M | $7.22K | Cut−$1.03M |
| KELLEHER FINANCIAL ADVISORS | 29.6K | $3.27M | $661 | Added$3M |
| Institute for Wealth Management, LLC. | 29.6K | $3.27M | $6.64K | Added$188.7K |
| RITHOLTZ WEALTH MANAGEMENT | 28.7K | $3.17M | $6.83K | Added$73.7K |
| Camarda Financial Advisors, LLC | 28.3K | $3.12M | $6.68K | Added$35.6K |
| Mainsail Financial Group, LLC | 27.7K | $3.06M | $6.61K | Cut−$112.8K |
| ADVISORTRUST PARTNERS, LLC | 26.7K | $2.95M | $1.9K | Added$2.08M |
| Net Worth Advisory Group | 26.6K | $2.94M | $6.37K | Cut−$577.3K |
| MARINO, STRAM & ASSOCIATES LLC | 26.4K | $2.92M | $6.27K | Added$37K |
| Impact Partnership Wealth, LLC | 26.2K | $2.89M | $6.24K | Cut−$345.1K |
| Argent Advisors, Inc. | 26.2K | $2.89M | $6.28K | Cut−$1.1M |
| MMBG INVESTMENT ADVISORS CO. | 26K | $2.88M | $6.25K | Cut−$4.57M |
| Proficio Capital Partners LLC | 25.9K | $2.86M | $6.21K | Cut−$317.5K |
| Fermata Advisors, LLC | 25.9K | $2.86M | $4.22K | Added$929.1K |
| &PARTNERS | 25.7K | $2.84M | $18K | Cut−$156.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 25.6K | $2.83M | $5.95K | Added$92.2K |
Who left
- Concord Asset Management, LLC/VA$31.1M
- Strategic Point Investment Advisors, LLC$21.9M
- NewEdge Advisors, LLC$15.8M
- Itau Unibanco Holding S.A.$11.9M
- Tidal Investments LLC$3.56M
- CHESAPEAKE CAPITAL CORP /IL/$3.56M
- J.W. COLE ADVISORS, INC.$2.91M
- Coppell Advisory Solutions LLC$2.25M
- IFG Advisory, LLC$1.91M
- Bell Bank$1.71M
- Trevian Wealth Management LLC$1.05M
- MATTERN CAPITAL MANAGEMENT, LLC$1.04M
- Westfuller Advisors, LLC$964.4K
- Severin Investments, LLC$761.4K
- PECAUT & CO.$488.7K
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.