Stock
Reported value
$1.44B
Holders
504
+44 new · −82 exited
Holders’ est. mark
−$176.9M
Price effect on 237 books still in the name
Largest holder
$172.2M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $1.77M
- Fidelity0.0% · $2.38M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.23M | $172.2M | −$28.4M | Cut−$41.6M |
| CITIGROUP INC | 1.95M | $104.2M | −$1.79M | Added$91.6M |
| GOLDMAN SACHS GROUP INC | 1.78M | $94.8M | −$2.03M | Added$80.5M |
| BANK OF AMERICA CORP /DE/ | 1.34M | $71.8M | −$11.8M | Cut−$36M |
| LPL Financial LLC | 1.29M | $68.8M | −$11.3M | Cut−$25.5M |
| WELLS FARGO & COMPANY/MN | 1.17M | $62.4M | −$8.72M | Added$806.1K |
| TWO SIGMA INVESTMENTS, LP | 1.12M | $59.6M | −$1.47M | Added$49.2M |
| UBS Group AG | 946.7K | $50.5M | −$8.33M | Cut−$13M |
| RAYMOND JAMES FINANCIAL INC | 901.6K | $48.1M | −$5.76M | Added$7.43M |
| ROYAL BANK OF CANADA | 729.7K | $38.9M | −$6.42M | Cut−$8.45M |
| ENVESTNET ASSET MANAGEMENT INC | 654.7K | $34.9M | −$5.56M | Cut−$4.33M |
| RiverFront Investment Group, LLC | 437.4K | $23.3M | −$3.68M | Cut−$2.68M |
| AMERIPRISE FINANCIAL INC | 329.6K | $17.6M | −$2.91M | Cut−$2.86M |
| D. E. Shaw & Co., Inc. | 329.2K | $17.6M | −$326.5K | Added$15.3M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 314.6K | $16.8M | −$2.51M | Cut−$977.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 313.7K | $16.7M | −$2.75M | Cut−$2.66M |
| Wharton Business Group, LLC | 293K | $15.6M | −$2.58M | Cut−$2.99M |
| Kingsview Wealth Management, LLC | 286.7K | $15.3M | −$2.22M | Cut−$394.6K |
| Hamilton Wealth, LLC | 263.8K | $14.1M | −$719.3K | Added$8.99M |
| Cetera Investment Advisers | 249.4K | $13.3M | −$2.19M | Cut−$6.9M |
| Baker Avenue Asset Management, LP | 226.7K | $12.1M | −$1.89M | Cut−$1.28M |
| ARKANSAS FINANCIAL GROUP, INC. | 211.9K | $11.5M | −$1.58M | Cut−$1.09M |
| HighTower Advisors, LLC | 196.9K | $10.5M | −$1.67M | Cut−$1.27M |
| JONES FINANCIAL COMPANIES LLLP | 188.9K | $10M | −$1.68M | Cut−$1.59M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 188.2K | $10M | −$2.1M | Cut−$8.83M |
| Point72 Asset Management, L.P. | 182.9K | $9.76M | −$973.3K | Added$2.89M |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 182.3K | $9.72M | −$1.28M | Added$703.7K |
| Gerber Kawasaki Wealth & Investment Management | 174.8K | $9.32M | −$1.52M | Cut−$1.44M |
| Equitable Holdings, Inc. | 141.1K | $8.77M | −$0 | Added$17.2K |
| OSAIC HOLDINGS, INC. | 157.4K | $8.4M | −$1.39M | Cut−$4.34M |
| BNP PARIBAS FINANCIAL MARKETS | 147.7K | $7.88M | −$1.3M | Cut−$7.81M |
| JPMORGAN CHASE & CO | 143.7K | $7.56M | −$1.13M | Added$235.1K |
| REDSTONE WEALTH MANAGEMENT, LLC | 141K | $7.52M | −$1.24M | Cut−$1.32M |
| Certified Advisory Corp | 131.7K | $7.02M | −$1.16M | Cut−$1.48M |
| CUMBERLAND ADVISORS INC | 130.2K | $6.95M | −$1.15M | Cut−$1.16M |
| MERCER GLOBAL ADVISORS INC /ADV | 128.6K | $6.86M | −$1.13M | Cut−$1.69M |
| Anchor Investment Management, LLC | 111.6K | $5.95M | −$974.1K | Cut−$924.7K |
| Baird Financial Group, Inc. | 111.3K | $5.94M | −$889.1K | Cut−$343.2K |
| Federation des caisses Desjardins du Quebec | 109.9K | $5.86M | −$964.9K | Cut−$953.2K |
| BLAIR WILLIAM & CO/IL | 109.2K | $5.83M | −$961K | Cut−$1M |
| MML INVESTORS SERVICES, LLC | 103.1K | $5.5M | −$907.7K | Cut−$2.32M |
| ALTFEST L J & CO INC | 102.3K | $5.46M | −$55.7K | Added$5.06M |
| BARCLAYS PLC | 101.9K | $5.44M | −$10.1K | Added$5.37M |
| Safeguard Investment Advisory Group, LLC | 101.1K | $5.39M | −$889.8K | Cut−$1.28M |
| Moors & Cabot, Inc. | 99.8K | $5.32M | −$878.3K | Cut−$953.1K |
| EP Wealth Advisors, LLC | 90.9K | $4.85M | −$800K | Cut−$1.12M |
| MARSHALL WACE, LLP | 89.5K | $4.77M | — | New |
| MEANS INVESTMENT CO., INC. | 88.9K | $4.74M | −$782.3K | Cut−$1.05M |
| J. Goldman & Co LP | 83.9K | $4.48M | −$738.7K | Cut−$738.7K |
| Qube Research & Technologies Ltd | 83.5K | $4.45M | −$734.5K | Cut−$10.8M |
| MENORA MIVTACHIM HOLDINGS LTD. | 74.6K | $3.98M | −$656.9K | Cut−$155.2M |
| Mariner, LLC | 74.5K | $3.97M | −$656.1K | Cut−$1.29M |
| B. Riley Wealth Advisors, Inc. | 72.2K | $3.8M | −$689.3K | Cut−$1.88M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67K | $3.58M | −$579.4K | Cut−$515.5K |
| PNC Financial Services Group, Inc. | 66.9K | $3.57M | −$589.1K | Cut−$608.9K |
| STIFEL FINANCIAL CORP | 66.7K | $3.56M | −$587.5K | Cut−$2.12M |
| PRINCIPAL SECURITIES, INC. | 66.6K | $3.55M | −$585.7K | Cut−$727.2K |
| Capital Investment Advisory Services, LLC | 64.1K | $3.42M | −$563.7K | Cut−$648.8K |
| TRUIST FINANCIAL CORP | 62.3K | $3.32M | −$548.4K | Cut−$949.7K |
| Fisher Asset Management, LLC | 59.4K | $3.17M | −$522.4K | Cut−$2.46M |
| Segment Wealth Management, LLC | 57.7K | $3.08M | −$507.5K | Cut−$862.4K |
| Somerset Group LLC | 54.1K | $2.93M | −$543.7K | Cut−$534.8K |
| Anfield Capital Management, LLC | 54.2K | $2.89M | −$436.1K | Cut−$186.7K |
| CIBC WORLD MARKET INC. | 53.9K | $2.87M | −$441.3K | Cut−$242.9K |
| Capital Asset Advisory Services LLC | 51.9K | $2.79M | −$525.5K | Cut−$417.4K |
| Diversified Enterprises, LLC | 51.1K | $2.73M | −$447.4K | Cut−$432.1K |
| First Interstate Bank | 50.9K | $2.71M | −$277.7K | Added$753.4K |
| &PARTNERS | 48.9K | $2.61M | −$418.1K | Cut−$346.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.5K | $2.59M | −$427.1K | Cut−$1.13M |
| NORTHSTAR ASSET MANAGEMENT Co | 48.5K | $2.59M | −$426.4K | Cut−$458.1K |
| Chicago Partners Investment Group LLC | 48.5K | $2.58M | −$338.4K | Cut−$437K |
| Charter Oak Capital Management, LLC | 48.3K | $2.58M | −$424.9K | Cut−$460.9K |
| Fidelity | 44.7K | $2.38M | −$360.6K | Cut−$164.8K |
| Apollon Financial, LLC | 43.9K | $2.34M | −$386.5K | Cut−$724.4K |
| Private Advisor Group, LLC | 42.9K | $2.29M | −$377.9K | Cut−$585K |
| Concord Investment Counsel Inc. | 42.4K | $2.26M | −$373.4K | Cut−$399K |
| Corient Private Wealth LLC | 41.2K | $2.16M | −$401.3K | Cut−$662.1K |
| Creative Planning | 40.3K | $2.15M | −$354.6K | Cut−$352.9K |
| Kestra Advisory Services, LLC | 40.2K | $2.15M | −$322.3K | Cut−$129K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36.5K | $1.95M | −$321.1K | Cut−$905.9K |
| Destination Wealth Management | 35.2K | $1.88M | −$297.4K | Cut−$220.3K |
| Madden Advisory Services, Inc. | 35K | $1.87M | −$307.8K | Cut−$635.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 34.8K | $1.85M | −$306K | Cut−$306.6K |
| Rockefeller Capital Management L.P. | 34.7K | $1.85M | −$291.9K | Cut−$212.9K |
| TCP Asset Management, LLC | 34.3K | $1.83M | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 34.3K | $1.83M | −$301.8K | Cut−$340.2K |
| Integrated Advisors Network LLC | 33.6K | $1.79M | −$295.6K | Cut−$1.41M |
| Steward Partners Investment Advisory, LLC | 33.5K | $1.79M | −$193.5K | Added$421.1K |
| Icahn Capital | 33.2K | $1.77M | −$249.6K | Added$9.73K |
| GARRISON POINT ADVISORS, LLC | 32.4K | $1.73M | −$285K | Cut−$291.2K |
| BANK OF MONTREAL /CAN/ | 31.4K | $1.67M | −$276.1K | Cut−$492.9K |
| HARBOUR INVESTMENTS, INC. | 31K | $1.65M | −$90.9K | Added$1.01M |
| Geneos Wealth Management Inc. | 30.6K | $1.63M | −$269.4K | Cut−$2.79M |
| Institute for Wealth Management, LLC. | 29.8K | $1.59M | −$257.6K | Cut−$230.7K |
| Stratos Wealth Partners, LTD. | 29.8K | $1.59M | −$262K | Cut−$461.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 29.7K | $1.58M | −$252.3K | Cut−$198.4K |
| High Point Wealth Management, LLC | 29.3K | $1.56M | −$257.7K | Cut−$388.5K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 29K | $1.55M | −$187.6K | Added$222.7K |
| PINNACLE ASSOCIATES LTD | 28.8K | $1.54M | −$253.5K | Cut−$288.9K |
| Independent Advisor Alliance | 28.3K | $1.51M | — | New |
| Robertson Stephens Wealth Management, LLC | 28K | $1.5M | −$235.1K | Cut−$163.7K |
| MGO ONE SEVEN LLC | 28K | $1.49M | −$246K | Cut−$255.8K |
| Dakota Wealth Management | 27.8K | $1.48M | −$242.1K | Cut−$225.4K |
| Dale Q Rice Investment Management Ltd | 27.3K | $1.46M | −$240.4K | Cut−$281.7K |
| Waverly Advisors, LLC | 27.3K | $1.45M | −$238.4K | Cut−$229.3K |
| Live Oak Private Wealth LLC | 27K | $1.44M | −$237.4K | Cut−$343K |
| Evergreen Wealth Partners LLC | 26.9K | $1.44M | −$236.9K | Cut−$1.26M |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 26.9K | $1.44M | −$236.7K | Cut−$377.2K |
| Dynamic Advisor Solutions LLC | 26.6K | $1.42M | −$234K | Cut−$246K |
| CAPTRUST FINANCIAL ADVISORS | 26.5K | $1.41M | −$221.4K | Cut−$150.5K |
| Stonebridge Financial Planning Group, LLC | 26.4K | $1.41M | −$232.5K | Cut−$397.5K |
| Tower Research Capital LLC (TRC) | 26.4K | $1.41M | −$232.1K | Cut−$2.26M |
| Allworth Financial LP | 26K | $1.39M | −$229K | Cut−$281.3K |
| Vision Retirement, LLC | 25.3K | $1.35M | −$222.4K | Cut−$753.5K |
| Ameritas Advisory Services, LLC | 24.8K | $1.32M | −$213.9K | Cut−$187.9K |
| Belpointe Asset Management LLC | 24.6K | $1.31M | −$198.8K | Cut−$89.8K |
| PFG Investments, LLC | 24.3K | $1.3M | −$214.1K | Cut−$246.1K |
| REGIONS FINANCIAL CORP | 24.1K | $1.29M | −$212.1K | Cut−$240K |
| Titiun Yejiel | 23.1K | $1.23M | −$203K | Cut−$203K |
| MERIDIAN INVESTMENT COUNSEL INC. | 22.9K | $1.22M | −$200K | Cut−$190.7K |
| PACIFIC SUN FINANCIAL CORP | 22.9K | $1.22M | −$201.5K | Cut−$205.6K |
| Farther Finance Advisors, LLC | 22.7K | $1.22M | −$174K | Cut−$24.8K |
| Darwin Wealth Management, LLC | 22K | $1.18M | — | New |
| Montecito Bank & Trust | 21.8K | $1.16M | −$191.9K | Cut−$225.3K |
| Cornerstone Wealth Management, LLC | 21.4K | $1.14M | −$188.7K | Cut−$244.6K |
| Kovack Advisors, Inc. | 21.3K | $1.14M | −$96.1K | Added$453.8K |
| Pacific Center for Financial Services | 21.1K | $1.13M | −$142K | Cut−$141.9K |
| Apollon Wealth Management, LLC | 20.9K | $1.12M | −$184.2K | Cut−$354.9K |
| AdvisorNet Financial, Inc | 20.9K | $1.11M | −$183.5K | Cut−$225.5K |
| IHT Wealth Management, LLC | 20.7K | $1.1M | −$182K | Cut−$203.1K |
| Jaffetilchin Investment Partners, LLC | 20.2K | $1.08M | −$177.8K | Cut−$266.4K |
| World Investment Advisors | 19.1K | $1.02M | −$167.7K | Cut−$182.2K |
| WP Advisors, LLC | 18.5K | $988.2K | −$163K | Cut−$178.4K |
| TPG Advisors LLC | 18.2K | $972.5K | −$160.4K | Cut−$488.5K |
| Sequoia Financial Advisors, LLC | 18.1K | $967.7K | −$159.6K | Cut−$812.4K |
| Eaton Financial Holdings Company, LLC | 17.9K | $957.4K | −$157.9K | Cut−$169.8K |
| BURKE & HERBERT BANK & TRUST CO | 17.9K | $955K | −$157.5K | Cut−$157.5K |
| BIP Wealth, LLC | 17.4K | $929.2K | — | New |
| PARAGON FINANCIAL PARTNERS, INC. | 16.9K | $919.1K | −$131.9K | Cut−$220.5K |
| MCF Advisors LLC | 17K | $906.1K | −$149.5K | Cut−$160.8K |
| PEDDOCK CAPITAL ADVISORS, LLC | 16.7K | $892.9K | −$120.5K | Added$41.5K |
| Composition Wealth, LLC | 16.4K | $876.1K | −$144.5K | Cut−$443.3K |
| CWM, LLC | 16.4K | $874.5K | $873.5K | Added$873.5K |
| Retirement Planning Co of New England, Inc. | 16.4K | $872.5K | −$143.5K | Cut−$140.7K |
| Wisconsin Wealth Advisors, LLC | 16K | $855.8K | −$140.9K | Cut−$139.5K |
| V2 Financial group LLC | 16K | $853.6K | −$140.8K | Cut−$140.8K |
| Armor Investment Advisors, LLC | 15.8K | $840.3K | −$138.6K | Cut−$231.6K |
| BROWN ADVISORY INC | 15.3K | $816.6K | −$134.7K | Cut−$134.7K |
| Summit Financial, LLC | 15K | $802.6K | −$93.2K | Added$144.3K |
| LOM Asset Management Ltd | 14.9K | $797K | −$129.7K | Cut−$119K |
| Advisory Services Network, LLC | 14.9K | $794.8K | −$127.1K | Cut−$103.2K |
| COMMERCE BANK | 14.9K | $793K | −$75.2K | Added$261.6K |
| Brookstone Capital Management | 14.7K | $784K | −$124.2K | Cut−$92.7K |
| CHOREO, LLC | 14.4K | $771.4K | −$115.1K | Cut−$37.9K |
| Snowden Capital Advisors LLC | 14.3K | $763.7K | −$126K | Cut−$355.2K |
| Parallel Advisors, LLC | 14.3K | $760.6K | −$125.1K | Cut−$122.9K |
| EXENCIAL WEALTH ADVISORS, LLC | 14.2K | $759.7K | −$95.8K | Added$83.1K |
| Lido Advisors, LLC | 14.2K | $757.2K | −$102.2K | Cut−$872.4K |
| Mutual Advisors, LLC | 14.1K | $752.9K | −$114.3K | Cut−$53.8K |
| Bramshill Investments, LLC | 14K | $746.9K | −$123.2K | Cut−$340.7K |
| TruWealth Advisors, LLC | 14K | $745.3K | −$123.3K | Cut−$222.1K |
| OPPENHEIMER & CO INC | 13.9K | $743.6K | −$111.6K | Cut−$44.6K |
| Connecticut Wealth Management, LLC | 13.8K | $736.3K | −$121.4K | Cut−$126.5K |
| Venture Visionary Partners LLC | 13.6K | $726.9K | −$119.9K | Cut−$119.9K |
| Aster Capital Management (DIFC) Ltd | 12K | $719.9K | — | New |
| Vectors Research Management, LLC | 13.4K | $717.5K | −$118.4K | Cut−$510.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13.2K | $702.3K | −$115.9K | Cut−$136.6K |
| Fairvoy Private Wealth, LLC | 13K | $694.1K | — | New |
| KINGSWOOD WEALTH ADVISORS, LLC | 13K | $693.8K | −$87.7K | Added$74.2K |
| Triangle Securities Wealth Management | 12.9K | $688.8K | −$113.6K | Cut−$283.4K |
| Concurrent Investment Advisors, LLC | 12.8K | $683.7K | −$112.8K | Cut−$299K |
| SPINNAKER TRUST | 12.6K | $672.4K | −$110.9K | Cut−$110.9K |
| NORTHERN TRUST CORP | 12.4K | $661.9K | — | New |
| Variant Private Wealth, LLC | 12.2K | $651.6K | −$107.4K | Cut−$107K |
| Guilbault Capital LLC | 12.2K | $651.3K | −$103.1K | Cut−$77.2K |
| SAGESPRING WEALTH PARTNERS, LLC | 12.2K | $648.9K | −$107K | Cut−$107K |
| WEALTHGARDEN F.S. LLC | 12.1K | $645.8K | −$89.5K | Cut−$106K |
| GUERRA PAN ADVISORS, LLC | 12K | $638.2K | −$105.3K | Cut−$105.3K |
| Arax Advisory Partners | 11.9K | $634.7K | −$104.7K | Cut−$249.7K |
| SAX WEALTH ADVISORS, LLC | 10.1K | $630.3K | $0 | Held |
| Paragon Private Wealth Management, LLC | 11.8K | $630.1K | −$99.1K | Cut−$70.1K |
| Cornerstone Advisory, LLC | 11.6K | $619.7K | −$102.2K | Cut−$102.2K |
| Beacon Pointe Advisors, LLC | 11.5K | $614.5K | −$101.4K | Cut−$219.5K |
| NorthRock Partners, LLC | 11.5K | $613.5K | −$101.2K | Cut−$115.4K |
| INTEGRITY ALLIANCE, LLC. | 11.5K | $612.9K | — | New |
| Watchman Group, Inc. | 11.4K | $607.1K | −$100.1K | Cut−$100.1K |
| Carnegie Investment Counsel | 11.3K | $603.9K | −$99.6K | Cut−$240.8K |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 11.3K | $602.7K | −$99.6K | Cut−$99.6K |
| LRI Investments, LLC | 11.2K | $599.7K | −$98.9K | Cut−$98.9K |
| Phraction Management LLC | 11.1K | $591.7K | −$97.6K | Cut−$97.6K |
| HB Wealth Management, LLC | 11.1K | $590.3K | −$97.4K | Cut−$97.4K |
| AAFMAA Wealth Management & Trust LLC | 11K | $588.1K | −$79.5K | Added$27K |
| Joseph P. Lucia & Associates, LLC | 11K | $585.5K | −$96.6K | Cut−$164.7K |
| Sowell Financial Services LLC | 10.9K | $584.1K | −$95.9K | Cut−$93.4K |
| Resurgent Financial Advisors LLC | 10.9K | $583.1K | −$82.1K | Added$3.71K |
| RPS ADVISORY SOLUTIONS LLC | 10.9K | $580.1K | −$95.6K | Cut−$108K |
| Sovran Advisors, LLC | 11.3K | $577.9K | −$128.6K | Cut−$164.1K |
| Summit Trail Advisors, LLC | 10.8K | $577.3K | −$95.2K | Cut−$95.2K |
| Sanctuary Advisors, LLC | 10.7K | $571.7K | −$94.3K | Cut−$142.1K |
| Wealthfront Advisers LLC | 10.6K | $564.7K | −$93.1K | Cut−$128.4K |
| MMBG INVESTMENT ADVISORS CO. | 10.4K | $556.7K | −$91.8K | Cut−$91.8K |
| Blue Chip Partners, LLC | 10.3K | $549.6K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 10.2K | $546K | −$90K | Cut−$105.9K |
| Sigma Planning Corp | 10.1K | $538.2K | −$88.8K | Cut−$226.3K |
| CreativeOne Wealth, LLC | 9.91K | $528.8K | −$87.2K | Cut−$114.6K |
| PW Nova Financial Services LLC | 9.79K | $522.2K | — | New |
| Ashton Thomas Private Wealth, LLC | 9.57K | $510.8K | −$84.3K | Cut−$84.3K |
| Sage Capital Management, LLC | 9.36K | $499.9K | −$80.9K | Cut−$71.9K |
| FinDec Wealth Services, Inc. | 9.31K | $496.8K | −$82K | Cut−$132.2K |
| FIRST FOUNDATION ADVISORS | 9.29K | $495.6K | −$81.8K | Cut−$81.8K |
| Clear Creek Financial Management, LLC | 9.16K | $488.7K | −$80.6K | Cut−$156.2K |
| Fortis Capital Advisors, LLC | 9.13K | $487.3K | −$59.4K | Added$67.6K |
| Quantinno Capital Management LP | 9.03K | $481.6K | −$70.6K | Cut−$16.8K |
| Breachway Investments LLC | 8.72K | $465.7K | −$73.5K | Cut−$58.1K |
| Y.D. More Investments Ltd | 8.57K | $456.1K | −$76.6K | Cut−$173.6K |
| MAI Capital Management | 8.53K | $454.9K | −$75K | Cut−$143.8K |
| Riverpoint Wealth Management Holdings, LLC | 8.51K | $454.1K | −$74.9K | Cut−$74.5K |
| One Capital Management, LLC | 8.5K | $453.3K | — | New |
| Merit Financial Group, LLC | 8.31K | $443.2K | −$73.1K | Cut−$639.6K |
| INSIGNEO ADVISORY SERVICES, LLC | 8.3K | $442.9K | −$73.1K | Cut−$84.4K |
| D.A. DAVIDSON & CO. | 8.28K | $441.7K | −$72.8K | Cut−$72.8K |
| Physician Wealth Advisors, Inc. | 8.27K | $441K | −$67.5K | Cut−$35.6K |
| M&T Bank Corp | 8.26K | $440.8K | −$70.6K | Cut−$57.6K |
| Houlihan Financial Resource Group, Ltd. | 8.22K | $438.5K | −$66.3K | Cut−$66.3K |
| Tranquilli Financial Advisor LLC | 8.22K | $438.4K | −$68.8K | Cut−$47.2K |
| Banque Cantonale Vaudoise | 8.17K | $436K | −$71K | Cut−$71K |
| Opes Wealth Management LLC | 8.16K | $435.3K | −$71.8K | Cut−$71.8K |
| Manchester Capital Management LLC | 8.11K | $432.7K | −$66K | Cut−$33.5K |
| Koshinski Asset Management, Inc. | 8.08K | $431.1K | −$70.3K | Cut−$65.4K |
| WealthSpring Partners, LLC | 8.04K | $428.9K | −$70.7K | Cut−$70.7K |
| Western Wealth Management, LLC | 8.02K | $427.8K | −$70.5K | Cut−$177.7K |
| US BANCORP \DE\ | 8K | $426.8K | −$70.4K | Cut−$1.36M |
| Caldwell Trust Co | 7.94K | $423.7K | −$69.9K | Cut−$80K |
| Wedmont Private Capital | 7.68K | $417.5K | −$76.4K | Cut−$80.3K |
| Finivi Inc. | 7.74K | $412.8K | −$68.1K | Cut−$176.8K |
| KCM INVESTMENT ADVISORS LLC | 7.57K | $403.6K | −$66.6K | Cut−$66.6K |
| PETTYJOHN, WOOD & WHITE, INC | 7.54K | $402K | −$66.3K | Cut−$66.3K |
| Z3 Capital Partners, LLC | 7.43K | $396.5K | −$65.4K | Cut−$149.3K |
| NBC SECURITIES, INC. | 7.41K | $395.4K | −$65.2K | Cut−$189.3K |
| Circle Wealth Management, LLC | 7.41K | $395.1K | −$65.2K | Cut−$65.2K |
| Balance Wealth, LLC | 7.4K | $394.9K | −$65.1K | Cut−$111.1K |
| Hyposwiss Advisors SA | 7.36K | $392.6K | −$65K | Cut−$65K |
| Prosperity Consulting Group, LLC | 7.36K | $392.5K | −$64.8K | Cut−$285.2K |
| HARBOR INVESTMENT ADVISORY, LLC | 7.31K | $389.9K | −$64.3K | Cut−$64.3K |
| Fox Hill Wealth Management | 7.3K | $389.6K | −$64.3K | Cut−$77.1K |
| Orion Porfolio Solutions, LLC | 7.22K | $385.2K | −$63.5K | Cut−$135.2K |
| DELTA ASSET MANAGEMENT LLC/TN | 7.2K | $384.1K | −$63.4K | Cut−$63.4K |
| Focus Partners Wealth | 7.15K | $381.7K | −$62.9K | Cut−$311.7K |
| BCV Asset Management Inc. | 7.22K | $379.9K | — | New |
| Meridian Wealth Management, LLC | 7.08K | $377.7K | −$62.3K | Cut−$62.3K |
Who left
- TUDOR INVESTMENT CORP ET AL$12.9M
- Wealth Advisory Solutions, LLC$7.33M
- CMH Wealth Management LLC$3.55M
- Econ Financial Services Corp$3.53M
- Walleye Trading LLC$3.38M
- GTS SECURITIES LLC$3.11M
- AXXCESS WEALTH MANAGEMENT, LLC$3.08M
- Citadel$3.08M
- WCG Wealth Advisors LLC$2.29M
- J.W. COLE ADVISORS, INC.$1.86M
- Renaissance Technologies$1.81M
- Trivium Point Advisory, LLC$1.01M
- Cerity Partners LLC$941.8K
- DELTA FINANCIAL ADVISORS LLC$896.5K
- Solutions 4 Wealth, Ltd$889.7K
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.