Stock
Reported value
$6.17B
Holders
1,016
+147 new · −104 exited
Holders’ est. mark
$91.9M
Price effect on 218 books still in the name
Largest holder
$656.5M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $16.4M
- Fidelity0.0% · $5.82M
- Icahn Capital0.0% · $892.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3M | $656.5M | $12.2M | Added$13.8M |
| BANK OF AMERICA CORP /DE/ | 3M | $655.8M | $11.7M | Added$34.7M |
| LPL Financial LLC | 2.32M | $507.9M | $9.43M | Cut−$168.9M |
| UBS Group AG | 1.73M | $378.3M | $2.62M | Added$240.1M |
| WELLS FARGO & COMPANY/MN | 1.36M | $298.5M | $5.16M | Added$25.7M |
| AMERIPRISE FINANCIAL INC | 943.2K | $204.8M | $1.89M | Added$39M |
| RAYMOND JAMES FINANCIAL INC | 773.2K | $169.1M | $2.91M | Added$15M |
| BlackRock, Inc. | 718.8K | $157.2M | $1.87M | Added$58.2M |
| ENVESTNET ASSET MANAGEMENT INC | 697.9K | $152.7M | $2.83M | Cut−$859.8M |
| ROYAL BANK OF CANADA | 559.1K | $122.3M | $2.03M | Added$15M |
| JPMORGAN CHASE & CO | 578K | $121.8M | −$2.25M | Cut−$24.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 532K | $116.4M | $1.75M | Added$23.8M |
| OSAIC HOLDINGS, INC. | 499.8K | $109.4M | $1.7M | Added$18.9M |
| Cetera Investment Advisers | 381.7K | $83.5M | $1.55M | Cut−$52.5M |
| MML INVESTORS SERVICES, LLC | 334.2K | $73.1M | $1.36M | Cut−$82.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 333.7K | $73M | $1.35M | Cut−$18.5M |
| Dynasty Wealth Management, LLC | 313.2K | $68.5M | $902.5K | Added$20.8M |
| Rockefeller Capital Management L.P. | 230K | $50.3M | $769.3K | Added$9.63M |
| STIFEL FINANCIAL CORP | 215.9K | $47.2M | $875.1K | Cut−$22.3M |
| JONES FINANCIAL COMPANIES LLLP | 215.3K | $46.5M | $176.7K | Added$18.4M |
| TRUIST FINANCIAL CORP | 186.1K | $40.7M | $755.6K | Cut−$9.27M |
| HighTower Advisors, LLC | 177.8K | $38.9M | $710.3K | Added$1.39M |
| GOLDMAN SACHS GROUP INC | 173.1K | $37.9M | $702.7K | Cut−$4.47M |
| Equitable Holdings, Inc. | 167.7K | $36.2M | $124.1K | Added$15.4M |
| BANK OF MONTREAL /CAN/ | 148.5K | $32.5M | $558.1K | Added$2.98M |
| SAGESPRING WEALTH PARTNERS, LLC | 146.5K | $32.1M | $413.7K | Added$10.2M |
| Qube Research & Technologies Ltd | 145.3K | $31.8M | $38.5K | Added$29.8M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 140.9K | $30M | −$278K | Added$27.3M |
| OpenArc Corporate Advisory, LLC | 136.3K | $29.8M | $460K | Added$5.5M |
| AlphaCore Capital LLC | 134.4K | $29.4M | $545.5K | Cut−$1.38M |
| MinichMacGregor Wealth Management, LLC | 128.6K | $28.1M | $425.6K | Added$5.62M |
| D. E. Shaw & Co., Inc. | 127.8K | $27.9M | — | New |
| CITIGROUP INC | 114.8K | $25.1M | $465.8K | Cut−$12.3M |
| IFP Advisors, Inc | 107.4K | $23.5M | $436K | Cut−$904.8K |
| Baird Financial Group, Inc. | 105.1K | $23M | $405.8K | Added$1.53M |
| TD Waterhouse Canada Inc. | 94.1K | $21M | $702.2K | Added$3.23M |
| Stratos Wealth Partners, LTD. | 93.2K | $20.4M | $301.7K | Added$4.44M |
| Mariner, LLC | 89.7K | $19.6M | $347.2K | Added$1.21M |
| Cadent Capital Advisors, LLC | 85.7K | $18.8M | $348.1K | Cut−$1.92M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 82.8K | $18.4M | −$687.4K | Cut−$16.7M |
| Kestra Advisory Services, LLC | 76.9K | $16.8M | $284.4K | Added$1.79M |
| Steward Partners Investment Advisory, LLC | 75.8K | $16.6M | $307.7K | Cut−$2.88M |
| BARCLAYS PLC | 75.2K | $16.5M | — | New |
| Citadel | 74.8K | $16.4M | $211.4K | Added$5.19M |
| Chicago Wealth Management, Inc. | 74.3K | $16.3M | $302K | Added$107.9K |
| POTOMAC FUND MANAGEMENT INC /ADV | 70.9K | $15.5M | — | New |
| Prospera Financial Services Inc | 69.1K | $15.1M | $272.5K | Added$710.7K |
| PRUDENTIAL PLC | 68.1K | $14.9M | $153.5K | Added$6.78M |
| MERCER GLOBAL ADVISORS INC /ADV | 67.6K | $14.8M | $274.5K | Added$276.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 66.7K | $14.6M | $270.8K | Cut−$34.7K |
| 360 Financial, Inc. | 65.9K | $14.4M | — | New |
| FOUNDERS FINANCIAL SECURITIES LLC | 61.1K | $14.2M | $981.4K | Added$1.82M |
| Advisory Services Network, LLC | 59.4K | $13M | $241.4K | Cut−$7.23M |
| BNP PARIBAS FINANCIAL MARKETS | 59.4K | $13M | $241.1K | Cut−$43.4M |
| Royal Fund Management, LLC | 59.2K | $13M | — | New |
| Arkadios Wealth Advisors | 59K | $12.9M | $161.1K | Added$4.39M |
| Private Advisor Group, LLC | 57.6K | $12.6M | $233.9K | Added$227.2K |
| Bank of New York Mellon Corp | 56.1K | $12.3M | $227.9K | Cut−$26.5M |
| INDEPENDENT FINANCIAL GROUP, LLC | 55.9K | $12.2M | $222.9K | Added$458.7K |
| WealthCare Investment Partners, LLC | 52.2K | $11.8M | $200.2K | Added$235.2K |
| Diversify Advisory Services, LLC | 53.1K | $11.3M | −$1.63M | Cut−$9.27M |
| NorthRock Partners, LLC | 51.1K | $11.2M | $128K | Added$4.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51K | $11.2M | $136.9K | Added$3.91M |
| Stone House Investment Management, LLC | 49.1K | $10.7M | $114.5K | Added$4.7M |
| Concurrent Investment Advisors, LLC | 48K | $10.5M | $182.1K | Added$889.8K |
| NEW WAVE WEALTH ADVISORS LLC | 47.4K | $10.4M | $44.7K | Added$8M |
| Atria Investments, Inc | 45.4K | $9.93M | $184.3K | Cut−$9.99M |
| EFG International AG | 44.7K | $9.78M | $129K | Added$3.56M |
| Creative Planning | 43.2K | $9.45M | $152.7K | Added$1.38M |
| Merit Financial Group, LLC | 43.2K | $9.44M | $175.4K | Cut−$1.65M |
| SCOTIA CAPITAL INC. | 42.9K | $9.39M | $151.1K | Added$1.42M |
| Well Done, LLC | 40.5K | $8.85M | $158.4K | Added$476.9K |
| OPPENHEIMER & CO INC | 39.2K | $8.58M | $150.1K | Added$645.7K |
| Ignite Planners, LLC | 38.9K | $8.52M | −$455.2K | Added$759.7K |
| CWM, LLC | 38K | $8.31M | $8.3M | Added$8.21M |
| Kraft, Davis & Associates, LLC | 38K | $8.27M | −$180.6K | Added$6.13M |
| MRA Advisory Group | 37.6K | $8.22M | $152.7K | Added$144.1K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 37.2K | $8.14M | — | Held |
| TWO SIGMA INVESTMENTS, LP | 36.9K | $8.07M | — | New |
| HARBOUR INVESTMENTS, INC. | 36.7K | $8.02M | $97.5K | Added$2.8M |
| Squarepoint Ops LLC | 36K | $7.86M | — | New |
| Federation des caisses Desjardins du Quebec | 35.1K | $7.66M | $118.6K | Added$1.05M |
| CADINHA & CO LLC | 34.4K | $7.52M | — | New |
| FOCUS Wealth Advisors, LLC | 34K | $7.44M | $137.9K | Cut−$182.6K |
| WNY Asset Management, LLC | 34K | $7.43M | — | Held |
| Deane Retirement Strategies, Inc. | 33.9K | $7.4M | — | New |
| ARRIEN INVESTMENTS, INC. | 33.1K | $7.23M | $134.2K | Added$111.7K |
| WCG Wealth Advisors LLC | 32.9K | $7.19M | $133.5K | Added$29K |
| Corient Private Wealth LLC | 32.8K | $7.06M | $14.8K | Added$222.4K |
| Point72 Asset Management, L.P. | 31.4K | $6.87M | — | New |
| Bluesphere Advisors LLC | 31.2K | $6.82M | $107.5K | Added$1.14M |
| Sanctuary Advisors, LLC | 31.2K | $6.82M | $126.7K | Cut−$6.69M |
| PARAGON FINANCIAL PARTNERS, INC. | 28.6K | $6.74M | $586.9K | Added$662K |
| Fifth Third Securities, Inc. | 30.5K | $6.67M | $97.1K | Added$1.54M |
| Yarbrough Capital, LLC | 30.4K | $6.65M | $123.4K | Added$123.4K |
| 5th Street Advisors, LLC | 29.3K | $6.41M | $117.8K | Added$177.3K |
| BLAIR WILLIAM & CO/IL | 29K | $6.33M | $103.3K | Added$871.3K |
| Kilter Group LLC | 28.9K | $6.32M | $86.6K | Added$1.74M |
| Accel Wealth Management | 28.8K | $6.3M | $106.6K | Added$666.4K |
| INTEGRITY ALLIANCE, LLC. | 28.4K | $6.22M | $115.3K | Cut−$630.1K |
| PW Nova Financial Services LLC | 28.2K | $6.17M | −$78.1K | Added$852.5K |
| Integrated Wealth Concepts LLC | 27.8K | $6.08M | $113K | Cut−$1.74M |
| Mutual Advisors, LLC | 27.5K | $6.01M | $26K | Added$4.63M |
| Beacon Pointe Advisors, LLC | 27.4K | $6M | $29.7K | Added$4.43M |
| Focus Partners Wealth | 27.4K | $6M | $111.2K | Added$52.3K |
| Excelsior Advisor Network LLC | 27.4K | $5.98M | $110.5K | Added$140.3K |
| BCS Private Wealth Management, Inc. | 27.4K | $5.98M | $108.9K | Added$223.8K |
| Western Wealth Management, LLC | 26.9K | $5.88M | $109.3K | Cut−$550.9K |
| Apollon Wealth Management, LLC | 26.7K | $5.84M | $108.3K | Cut−$616.3K |
| Fidelity | 26.6K | $5.82M | $94.4K | Added$833.1K |
| Cerity Partners LLC | 26.6K | $5.81M | $95.6K | Added$741.1K |
| Principle Wealth Partners LLC | 25.9K | $5.66M | $105.2K | Added$19.3K |
| Elo Mutual Pension Insurance Co | 25.6K | $5.6M | — | New |
| Snowden Capital Advisors LLC | 25.1K | $5.49M | $92.3K | Added$605.1K |
| Lineweaver Wealth Advisors, LLC | 25K | $5.47M | $101.6K | Added$77.4K |
| Summit Financial, LLC | 24.9K | $5.44M | $94.5K | Added$433.6K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 24.7K | $5.41M | $95.1K | Added$385.1K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 24.1K | $5.27M | $97.9K | Cut−$319.7K |
| BANQUE PICTET & CIE SA | 23.5K | $5.15M | $104.5K | Added$104.5K |
| Envestnet Portfolio Solutions, Inc. | 23.5K | $5.14M | $95.4K | Cut−$84.9M |
| Wealthfront Advisers LLC | 23.4K | $5.12M | $64.5K | Added$1.71M |
| Apollon Financial, LLC | 23.4K | $5.11M | $84.1K | Added$661.2K |
| JANE STREET GROUP, LLC | 23.1K | $5.06M | $94K | Cut−$7.43M |
| Steele Capital Management, Inc. | 23K | $5.03M | $85.2K | Added$531.4K |
| XTX Topco Ltd | 22.8K | $4.99M | — | New |
| Capstone Wealth Management Group LLC | 22.3K | $4.88M | $89.3K | Added$160.4K |
| VICUS CAPITAL | 22K | $4.82M | $89.5K | Cut−$105.8K |
| Financial Partners Group, Inc | 21.8K | $4.78M | −$290.7K | Cut−$179.8K |
| Monument Capital Management | 21.7K | $4.74M | — | New |
| World Investment Advisors | 21.7K | $4.74M | $87.9K | Cut−$421.1K |
| Rothschild Wealth LLC | 21.6K | $4.73M | $80.6K | Added$457.5K |
| Prime Capital Investment Advisors, LLC | 21.4K | $4.69M | $86.9K | Cut−$50.5K |
| Lido Advisors, LLC | 21.3K | $4.65M | $192.5K | Cut−$186.7K |
| HSBC HOLDINGS PLC | 21.3K | $4.62M | — | New |
| Independent Advisor Alliance | 20.8K | $4.55M | $21.1K | Added$3.44M |
| BANK OF NOVA SCOTIA | 20.8K | $4.54M | $57.1K | Added$1.52M |
| D.A. DAVIDSON & CO. | 20.4K | $4.47M | $70.7K | Added$729.8K |
| PATTEN & PATTEN INC/TN | 20.3K | $4.44M | $79.8K | Added$221.1K |
| Y-Intercept (Hong Kong) Ltd | 20.1K | $4.4M | — | New |
| NATIONAL BANK OF CANADA /FI/ | 20.1K | $4.39M | $68.7K | Added$441.9K |
| JACKSON SQUARE CAPITAL, LLC | 20K | $4.38M | — | New |
| FINANCIAL LIFE ADVISORS | 19.7K | $4.32M | $75.4K | Added$333.1K |
| Sigma Planning Corp | 19.6K | $4.29M | −$388.7K | Cut−$91.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19.3K | $4.23M | $76.2K | Added$205.5K |
| Kovack Advisors, Inc. | 19.1K | $4.22M | $52.7K | Added$2.36M |
| MOODY LYNN & LIEBERSON, LLC | 19.1K | $4.17M | $77.4K | Cut−$135.8K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 18.8K | $4.12M | $67.4K | Added$560.5K |
| Evolution Wealth Advisors, LLC | 18.7K | $4.1M | $72.1K | Added$288.6K |
| Patriot Financial Group Insurance Agency, LLC | 18.7K | $4.09M | $36.2K | Added$2.19M |
| HERBST GROUP, LLC | 18.6K | $4.06M | $75.3K | Added$74.7K |
| Waverly Advisors, LLC | 18.5K | $4.04M | $72.1K | Added$238.8K |
| Smartleaf Asset Management LLC | 18.6K | $3.92M | −$10.2K | Added$3.53M |
| TigerOak Management, L.L.C. | 17.9K | $3.91M | $72.5K | Added$51.9K |
| Tudor Financial Inc. | 17.6K | $3.86M | $71.7K | Added$17.8K |
| BigSur Wealth Management LLC | 17.6K | $3.85M | $71.5K | Cut−$1.08M |
| Quadrature Capital Ltd | 17.4K | $3.81M | $70.7K | Cut−$43.4M |
| Ausdal Financial Partners, Inc. | 17.1K | $3.74M | $69.5K | Cut−$1.11M |
| Arete Wealth Advisors, LLC | 17K | $3.72M | $943.4K | Added$3.72M |
| EP Wealth Advisors, LLC | 17K | $3.72M | $61.3K | Added$476.7K |
| Risk Paradigm Group, LLC | 16.9K | $3.69M | $60.3K | Added$507.4K |
| RPg Family Wealth Advisory, LLC | 16.9K | $3.69M | $60.3K | Added$507.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15.8K | $3.45M | $58.7K | Added$341.6K |
| PRINCIPAL SECURITIES, INC. | 15.7K | $3.44M | $64K | Cut−$3.49M |
| MFA WEALTH ADVISORS, LLC | 15.6K | $3.4M | $62K | Added$124.8K |
| CARY STREET PARTNERS FINANCIAL LLC | 15.5K | $3.4M | $62.9K | Cut−$48.3K |
| Csenge Advisory Group | 15.5K | $3.4M | $63K | Cut−$1.09M |
| Capital Wealth Alliance, LLC | 15.2K | $3.32M | — | New |
| NewEdge Wealth, LLC | 15.1K | $3.31M | $61.4K | Added$50.7K |
| SBI Okasan Asset Management Co.Ltd. | 15.7K | $3.31M | −$46.1K | Added$1.69M |
| Trilogy Capital Inc. | 14.9K | $3.26M | $59.1K | Added$139.6K |
| SHARPEPOINT LLC | 14.9K | $3.26M | $60.4K | Cut−$7.19K |
| FSM Wealth Advisors, LLC | 14.9K | $3.26M | $60.2K | Added$76.4K |
| Clear Creek Financial Management, LLC | 14.8K | $3.25M | $34.8K | Added$1.41M |
| Gerber Kawasaki Wealth & Investment Management | 14.6K | $3.18M | $59K | Cut−$248.7K |
| Certified Advisory Corp | 14.4K | $3.15M | $57.1K | Added$142.8K |
| Div Capital Phoenix Assets Ltd | 14K | $3.06M | — | New |
| CALTON & ASSOCIATES, INC. | 13.9K | $3.05M | $55.4K | Added$118.8K |
| &PARTNERS | 13.9K | $3.02M | $37.9K | Cut−$2.12M |
| Systelligence, LLC | 13.7K | $3M | — | New |
| Sunbelt Securities, Inc. | 13.5K | $2.95M | $54.8K | Added$5.67K |
| Game Plan Financial Advisors, LLC | 13.4K | $2.92M | $54.2K | Added$54.2K |
| Indie Asset Partners, LLC | 13.2K | $2.89M | $50.1K | Added$243.9K |
| INSIGNEO ADVISORY SERVICES, LLC | 13.2K | $2.89M | $41.1K | Added$713K |
| WHITTIER TRUST CO | 12.8K | $2.87M | −$63.9K | Cut−$73.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 13K | $2.84M | $52.6K | Cut−$34.9M |
| Tandem Financial, LLC | 12.9K | $2.82M | $944.8K | Added$677.4K |
| ASSETMARK, INC | 12.9K | $2.81M | $52.2K | Cut−$410.9K |
| REGIONS FINANCIAL CORP | 12.7K | $2.78M | $51.4K | Added$55.8K |
| Jupiter Wealth Management LLC | 12.2K | $2.76M | −$83.5K | Cut−$83.5K |
| Orion Porfolio Solutions, LLC | 12.6K | $2.76M | $51.2K | Cut−$8M |
| UNIQUE WEALTH, LLC | 12.4K | $2.71M | $49.5K | Added$93K |
| Parallel Advisors, LLC | 12.3K | $2.68M | $38.7K | Added$631.1K |
| Gotham Asset Management, LLC | 12.3K | $2.68M | $49.8K | Added$48.3K |
| Fort Baker Capital Management LP | 12.1K | $2.64M | — | New |
| MGO ONE SEVEN LLC | 12K | $2.63M | $48.9K | Cut−$326.8K |
| Waratah Capital Advisors Ltd. | 12K | $2.62M | — | New |
| Great Diamond Partners, LLC | 11.9K | $2.59M | $48.1K | Cut−$173.9K |
| CDKV HOLDINGS LLC | 11.8K | $2.59M | $46.5K | Added$131.4K |
| CIBC Bancorp USA Inc. | 11.6K | $2.53M | — | Held |
| Icon Wealth Advisors, LLC | 11.9K | $2.53M | −$18.5K | Cut−$9.18M |
| Spire Wealth Management | 11.5K | $2.52M | $46.2K | Added$81K |
| Brookstone Capital Management | 11.5K | $2.52M | $46.7K | Cut−$1.99M |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 11.4K | $2.49M | $46.3K | Cut−$33.2K |
| Wealth Quarterback LLC | 11.4K | $2.49M | $17.4K | Added$1.57M |
| Focus Financial Network, Inc. | 11.3K | $2.48M | $43.5K | Added$174.9K |
| U.S. Capital Wealth Advisors, LLC | 11.3K | $2.47M | $33.8K | Added$681.8K |
| Clark Capital Management Group, Inc. | 11.3K | $2.47M | $35.7K | Added$577.8K |
| Future Financial Wealth Managment LLC | 10.5K | $2.45M | −$39.5K | Added$45.5K |
| COMMERCE BANK | 11.1K | $2.43M | $13.7K | Added$1.71M |
| Resolute Wealth Strategies, LLC | 11.1K | $2.43M | — | New |
| JBR Co Financial Management Inc | 11.2K | $2.4M | $0 | Held |
| Prairie Wealth Advisors, Inc. | 0 | $2.35M | — | Added$11.6K |
| Fisher Asset Management, LLC | 10.7K | $2.34M | $43.6K | Cut−$101.1K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 10.7K | $2.33M | $43.3K | Cut−$856.9K |
| Global Financial Private Client, LLC | 10.4K | $2.28M | $41.1K | Added$104.1K |
| Beacon Bridge Wealth Partners, LLC | 10.4K | $2.27M | $41.9K | Added$54.4K |
| PFG Investments, LLC | 10.3K | $2.25M | $39.7K | Added$153.5K |
| CIBC WORLD MARKET INC. | 10.2K | $2.24M | $41.5K | Cut−$208K |
| Cornerstone Wealth Management, LLC | 10.2K | $2.23M | $35K | Added$382.8K |
| Darwin Wealth Management, LLC | 10.2K | $2.23M | $39.2K | Added$161.2K |
| SHEETS SMITH WEALTH MANAGEMENT | 10.1K | $2.22M | $41.2K | Cut−$11K |
| Breachway Investments LLC | 9.8K | $2.19M | $86.9K | Added$108.4K |
| Union Square Park Capital Management, LLC | 10K | $2.19M | — | New |
| BENJAMIN EDWARDS INC | 9.96K | $2.18M | $40.6K | Cut−$379.3K |
| Moors & Cabot, Inc. | 9.92K | $2.17M | $38K | Added$159.6K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 9.9K | $2.16M | $2.16M | Added$2.16M |
| BlueCrest Capital Management Ltd | 9.87K | $2.16M | — | New |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 9.75K | $2.13M | $39.6K | Added$30.8K |
| PATTON ALBERTSON MILLER GROUP, LLC | 9.66K | $2.11M | $39.2K | Cut−$92.2K |
| Aster Capital Management (DIFC) Ltd | 13.7K | $2.1M | — | New |
| Family Legacy, Inc. | 9.58K | $2.1M | $38.9K | Cut−$339.2K |
| US BANCORP \DE\ | 9.55K | $2.09M | $38.8K | Cut−$9.2M |
| PFG Advisors | 9.54K | $2.09M | $38K | Added$84.8K |
| Base Wealth Management LLC | 9.5K | $2.08M | — | New |
| Ciovacco Capital Management LLC | 9.5K | $2.08M | — | New |
| Intrepid Financial Planning Group LLC | 9.48K | $2.07M | $38.5K | Cut−$14.1K |
| BlackDiamond Wealth Management, LLC | 9.48K | $2.07M | −$112.1K | Added$436.7K |
| Centerline Wealth Advisors, LLC | 9.42K | $2.06M | $36.2K | Added$148.4K |
| Marshall & Sterling Wealth Advisors Inc. | 9.4K | $2.06M | $38.1K | Cut−$138.8K |
| Private Wealth Advisors, LLC | 9.4K | $2.06M | — | New |
| Somerset Group LLC | 8.8K | $2.04M | $48.7K | Added$46.9K |
| CAPTRUST FINANCIAL ADVISORS | 9.27K | $2.03M | $37.7K | Cut−$306K |
| Allworth Financial LP | 9.12K | $2M | $37.1K | Added$15K |
| Sovran Advisors, LLC | 9.1K | $1.99M | −$206K | Cut−$1.61M |
| Sowell Financial Services LLC | 9.01K | $1.97M | $33.6K | Added$193.7K |
| COMPASS CAPITAL CORP /MA/ /ADV | 8.84K | $1.97M | −$46.4K | Cut−$46.2K |
| Belvedere Trading LLC | 8.89K | $1.94M | $13.8K | Added$1.21M |
| Tepp RIA, LLC | 8.81K | $1.93M | $7.3K | Added$1.54M |
| Bryn Mawr Trust Advisors, LLC | 8.8K | $1.93M | $35.7K | Cut−$80.5K |
| Kingsview Wealth Management, LLC | 8.77K | $1.92M | $23.6K | Added$674.2K |
Who left
- NewEdge Advisors, LLC$32.4M
- BAROMETER CAPITAL MANAGEMENT INC.$18.4M
- SteelPeak Wealth, LLC$7.1M
- Sharkey, Howes & Javer$6.02M
- SWMG, LLC$5.41M
- PAX Financial Group, LLC$5.29M
- J.W. COLE ADVISORS, INC.$4.3M
- Legacy Financial Group LLC$4.13M
- Ocean Park Asset Management, LLC$3.89M
- Keystone Financial Services$3.48M
- Invst, LLC$3.15M
- CHILTON INVESTMENT CO INC.$3.11M
- KM Capital Management Ltd.$3.08M
- GATEWAY INVESTMENT ADVISERS LLC$2.83M
- St. Louis Financial Planners Asset Management, LLC$2.82M
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.