Stock
Reported value
$10.5B
Holders
632
+43 new · −45 exited
Holders’ est. mark
−$1.05B
Price effect on 240 books still in the name
Largest holder
$1.26B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $5.3M
- Icahn Capital0.0% · $1.57M
- Fidelity0.0% · $7.96M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5.07M | $1.26B | — | Held |
| Envestnet Portfolio Solutions, Inc. | 4.74M | $1.18B | −$133.2M | Cut−$137.6M |
| AMERIPRISE FINANCIAL INC | 3.54M | $881.2M | −$99.6M | Cut−$100.3M |
| BANK OF AMERICA CORP /DE/ | 3.36M | $835.4M | −$59.5M | Added$249.3M |
| LPL Financial LLC | 2.39M | $594.1M | −$67.1M | Cut−$67.9M |
| Mariner, LLC | 1.39M | $346.9M | −$39.2M | Cut−$59.1M |
| MORGAN STANLEY | 1.35M | $337.1M | −$37.2M | Cut−$29.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 916.7K | $228.1M | −$24.7M | Cut−$15.6M |
| WELLS FARGO & COMPANY/MN | 738.4K | $183.8M | −$20.2M | Cut−$15.6M |
| AE Wealth Management LLC | 658.9K | $164M | −$17.9M | Cut−$12.8M |
| Boulay Financial Advisors, LLC | 610.1K | $151.8M | −$16.6M | Cut−$11.3M |
| OSAIC HOLDINGS, INC. | 568K | $141.4M | −$15.2M | Cut−$8.29M |
| RAYMOND JAMES FINANCIAL INC | 562.9K | $140.1M | −$14.6M | Cut−$3.99M |
| FIRST CITIZENS BANK & TRUST CO | 4.52M | $125.4M | −$133.1M | Cut−$134.7M |
| Atlantic Union Bankshares Corp | 499.5K | $124.3M | −$14M | Cut−$15.6M |
| ENVESTNET ASSET MANAGEMENT INC | 476.4K | $118.6M | −$11.4M | Added$6.68M |
| VICTORY FINANCIAL GROUP, LLC | 462.6K | $115.1M | −$12.6M | Cut−$9.1M |
| TRUIST FINANCIAL CORP | 459.9K | $114.4M | −$12.9M | Cut−$28.4M |
| UBS Group AG | 426.8K | $106.2M | −$11.7M | Cut−$8.81M |
| Lido Advisors, LLC | 426.3K | $106.1M | −$11.9M | Cut−$21M |
| MML INVESTORS SERVICES, LLC | 394.3K | $98.1M | −$10.7M | Cut−$7.63M |
| Cetera Investment Advisers | 373.8K | $93M | −$10.1M | Cut−$6.13M |
| Wilmington Savings Fund Society, FSB | 372.7K | $92.7M | −$10.5M | Cut−$11M |
| First Citizens Asset Management, Inc. | 302.8K | $75.4M | −$8.26M | Cut−$6.06M |
| TWO SIGMA INVESTMENTS, LP | 302K | $75.1M | −$7.57M | Added$586.4K |
| Prosperity Consulting Group, LLC | 292.1K | $72.7M | −$5.64M | Added$17.1M |
| SVB WEALTH LLC | 272.4K | $67.8M | −$7.66M | Cut−$16M |
| ROYAL BANK OF CANADA | 263.9K | $65.7M | −$7.19M | Cut−$5.17M |
| Bryn Mawr Trust Advisors, LLC | 258.8K | $64.4M | −$7.27M | Cut−$8.43M |
| Portfolio Strategies, Inc. | 248.5K | $61.8M | −$6.97M | Cut−$8.28M |
| DAVENPORT & Co LLC | 221.9K | $55.2M | −$5.19M | Added$4.05M |
| TIAA TRUST, NATIONAL ASSOCIATION | 207.5K | $51.6M | −$5.83M | Cut−$1.58B |
| SOA Wealth Advisors, LLC. | 206.9K | $51.5M | −$5.82M | Cut−$17.8M |
| Intelligence Driven Advisers, LLC | 205.8K | $51.2M | −$5.78M | Cut−$17.6M |
| Wharton Business Group, LLC | 201.4K | $50.1M | −$5.65M | Cut−$5.6M |
| JONES FINANCIAL COMPANIES LLLP | 186.7K | $45M | −$5.23M | Added$4.96M |
| Perennial Investment Advisors, LLC | 168.2K | $41.9M | −$3.92M | Added$3.32M |
| Kingdom Financial Group LLC. | 168.3K | $41.9M | −$4.34M | Cut−$936K |
| Lloyd Advisory Services, LLC. | 168.3K | $41.9M | −$144.3K | Added$40.4M |
| One Capital Management, LLC | 163K | $40.6M | −$2.37M | Added$17.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 156.8K | $39M | −$4.4M | Cut−$6.65M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 150.5K | $37.5M | −$4.23M | Cut−$7.15M |
| MONECO ADVISORS, LLC | 150.3K | $37.4M | −$3.83M | Cut−$400K |
| Aspire Capital Advisors LLC | 145.2K | $36.1M | −$3.29M | Added$3.71M |
| Richard P Slaughter Associates Inc | 142.5K | $35.5M | −$4M | Cut−$7.57M |
| Sterling Capital Management LLC | 139.3K | $34.7M | −$3.08M | Added$4.29M |
| ProVise Management Group, LLC | 133K | $33.1M | −$3.62M | Cut−$2.56M |
| LifeWealth Investments, LLC | 132.3K | $32.9M | −$3.08M | Added$2.59M |
| HighTower Advisors, LLC | 125.3K | $31.2M | −$2.73M | Added$4.28M |
| Compton Wealth Advisory Group, LLC | 118.9K | $29.8M | −$3.07M | Cut−$2.91M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 114K | $28.4M | −$3.13M | Cut−$2.49M |
| Waverly Advisors, LLC | 113.4K | $28.2M | −$3.14M | Cut−$2.74M |
| HOWARD BAILEY SECURITIES, LLC | 111.9K | $27.8M | −$3.08M | Cut−$2.56M |
| Valmark Advisers, Inc. | 105.9K | $26.4M | −$2.88M | Cut−$2.05M |
| Brookstone Capital Management | 104.9K | $26.1M | −$2.84M | Cut−$1.85M |
| Kestra Advisory Services, LLC | 100.5K | $25M | −$2.65M | Cut−$1.15M |
| Merit Financial Group, LLC | 99.6K | $24.8M | −$2.39M | Added$1.27M |
| JPMORGAN CHASE & CO | 101.6K | $24.4M | −$2.86M | Added$2.95M |
| TITLEIST ASSET MANAGEMENT, LLC | 95.5K | $23.8M | −$2.47M | Cut−$604.3K |
| Forum Private Client Group LLC | 87.8K | $21.9M | −$2.33M | Cut−$1.26M |
| Fischer Financial Services, Inc. | 85.2K | $21.2M | −$2.35M | Cut−$1.95M |
| M&T Bank Corp | 84.8K | $21.1M | −$2.38M | Cut−$3.39M |
| Investors Research Corp | 82.5K | $20.5M | −$2.31M | Cut−$2.22M |
| JSF Financial, LLC | 78.9K | $19.6M | −$1.96M | Added$323.3K |
| Perfromance Wealth Partners, LLC | 78.3K | $19.5M | −$1.99M | Cut−$173.9K |
| RTD Financial Advisors, Inc. | 77.8K | $19.4M | −$1.98M | Cut−$164.6K |
| Arkadios Wealth Advisors | 77.7K | $19.3M | −$2.14M | Cut−$1.81M |
| Independent Advisor Alliance | 73.7K | $18.4M | −$266.2K | Added$15.7M |
| OLD NATIONAL BANCORP /IN/ | 72.5K | $18M | — | New |
| Hidden Cove Wealth Management, LLC | 66.5K | $16.5M | −$1.87M | Cut−$4.48M |
| Horst & Graben Wealth Management LLC | 58.8K | $16.5M | $226.3K | Added$591.8K |
| Certified Advisory Corp | 65.4K | $16.3M | −$1.7M | Cut−$466.1K |
| Simplicity Wealth,LLC | 64.1K | $16M | −$1.67M | Cut−$540.2K |
| Family Capital Management, Inc. | 64K | $15.9M | −$1.8M | Cut−$2.06M |
| Equitable Holdings, Inc. | 56.8K | $15.7M | −$0 | Cut−$1.92M |
| PRINCIPAL SECURITIES, INC. | 62.4K | $15.5M | −$1.75M | Cut−$3.12M |
| Stonebridge Financial Planning Group, LLC | 59.9K | $14.9M | −$1.68M | Cut−$2.32M |
| Equity Wealth Partners, LLC | 59.8K | $14.9M | −$1.49M | Added$215.9K |
| Sculati Wealth Management, LLC | 58.5K | $14.6M | −$1.55M | Cut−$723K |
| VOYA INVESTMENT MANAGEMENT LLC | 57K | $14.2M | −$1.46M | Cut−$223.8K |
| Stratos Wealth Partners, LTD. | 56.1K | $14M | −$1.58M | Cut−$3.45M |
| Atwater Malick LLC | 56K | $13.9M | −$1.38M | Added$370.4K |
| Key Capital Management, INC | 54.2K | $13.5M | −$760.9K | Added$5.98M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 53.9K | $13.4M | −$1.52M | Cut−$1.61M |
| McAdam, LLC | 53.3K | $13.3M | −$1.39M | Cut−$429.5K |
| Cosner Financial Group, LLC | 52K | $13M | −$1.44M | Cut−$1.24M |
| Prime Capital Investment Advisors, LLC | 51.1K | $12.7M | −$1.35M | Cut−$628.5K |
| Bluesphere Advisors LLC | 50.8K | $12.7M | −$1.16M | Added$1.18M |
| Private Advisor Group, LLC | 50.7K | $12.6M | −$1.13M | Added$1.47M |
| Asset Allocation Strategies LLC | 50.6K | $12.6M | −$1.35M | Cut−$691.6K |
| Argent Trust Co | 44K | $11M | −$1.24M | Cut−$5.17M |
| Fifth Third Securities, Inc. | 43.8K | $10.9M | −$1.13M | Cut−$265.6K |
| IAG Wealth Partners, LLC | 42.4K | $10.5M | −$1.04M | Added$264.8K |
| Meridian Financial Partners LLC | 41.6K | $10.5M | −$671.3K | Added$114.6K |
| Rockefeller Capital Management L.P. | 41.2K | $10.2M | −$751.3K | Added$2.84M |
| Bond & Devick Financial Network, Inc. | 41K | $10.2M | −$1.1M | Cut−$669.6K |
| Crumly & Associates Inc. | 41K | $10.2M | −$1.15M | Cut−$1.19M |
| Benchmark Financial Wealth Advisors, LLC | 40.9K | $10.2M | −$1.15M | Cut−$1.5M |
| Sanctuary Advisors, LLC | 39.9K | $9.94M | −$767.4K | Added$2.37M |
| Baird Financial Group, Inc. | 39.1K | $9.73M | −$1.05M | Cut−$639K |
| CGC Financial Services, LLC | 38.3K | $9.52M | −$1.07M | Cut−$1.1M |
| Kovack Advisors, Inc. | 37.9K | $9.43M | −$536.2K | Added$4.12M |
| Wellington Grp LLC | 37.7K | $9.39M | −$855.6K | Added$952.2K |
| YANKCOM Partnership | 37.7K | $9.38M | −$921.7K | Added$287.5K |
| Wealthcare Advisory Partners LLC | 34.8K | $8.65M | −$976.6K | Cut−$13.1M |
| Family Manage LLC | 34.4K | $8.57M | −$967.3K | Cut−$5.37M |
| COZAD ASSET MANAGEMENT INC | 33.7K | $8.37M | −$852.8K | Cut−$31.6K |
| Burns Matteson Capital Management, LLC | 33.6K | $8.37M | −$902K | Cut−$523K |
| Capital Asset Advisory Services LLC | 29.1K | $8.06M | −$3.84K | Added$202.7K |
| WIN ADVISORS, INC | 32.3K | $8.04M | −$47K | Added$7.57M |
| Oak Harvest Investment Services | 32.2K | $8.02M | −$850.3K | Cut−$356.6K |
| Fidelity | 32K | $7.96M | −$833.2K | Cut−$246.5K |
| Processus Wealth & Capital Management, LLC | 31.9K | $7.94M | −$892.5K | Cut−$857.7K |
| MATTERS CAPITAL LLC | 31.7K | $7.88M | −$890.4K | Cut−$889.6K |
| 626 Financial, LLC | 31.6K | $7.87M | −$889.2K | Cut−$2.83M |
| Sunrise Financial Services, LLC | 31.4K | $7.81M | −$806.1K | Cut−$130.8K |
| Cornerstone Wealth, LLC/TN | 27.6K | $7.69M | — | Held |
| JOURNEY STRATEGIC WEALTH LLC | 30.6K | $7.61M | −$859.7K | Cut−$1.05M |
| Jump Financial, LLC | 30.1K | $7.48M | — | New |
| Veridan Wealth LLC | 29.7K | $7.39M | −$834.2K | Cut−$884.1K |
| HARBOR INVESTMENT ADVISORY, LLC | 29.4K | $7.31M | −$821.6K | Cut−$784.3K |
| FORONJY FINANCIAL LLC | 28.3K | $7.04M | −$754.7K | Cut−$392.9K |
| Providence Financial Advisors, LLC | 27.7K | $6.9M | −$693.4K | Added$72.6K |
| Everest Financial Group LLC | 27.6K | $6.88M | −$743.2K | Cut−$446.4K |
| STIFEL FINANCIAL CORP | 27.1K | $6.75M | −$754.2K | Cut−$681.3K |
| Fiduciary Group, LLC | 26.5K | $6.59M | −$686.7K | Cut−$179K |
| IFP Advisors, Inc | 25.5K | $6.34M | −$716K | Cut−$2.36M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25.1K | $6.29M | −$660.7K | Cut−$4.65M |
| Future Financial Wealth Managment LLC | 22.6K | $6.2M | $144.7K | Added$416K |
| RFG Advisory, LLC | 23.9K | $5.94M | −$626.1K | Cut−$233.5K |
| Perigon Wealth Management, LLC | 23.7K | $5.91M | −$649.3K | Cut−$489.6K |
| Empire Life Investments Inc. | 23.5K | $5.89M | −$609.2K | Cut−$729.7K |
| McIlrath & Eck, LLC | 23.7K | $5.89M | −$641.7K | Cut−$435.4K |
| Compound Planning, Inc. | 23.5K | $5.84M | −$56.1K | Added$5.28M |
| PRINCIPAL FINANCIAL GROUP INC | 23.4K | $5.82M | −$402.3K | Added$1.85M |
| VestGen Advisors, LLC | 20.1K | $5.82M | $252.8K | Added$126.8K |
| Financial Partners Group, Inc | 23K | $5.72M | −$539.9K | Cut−$639K |
| Waldron Private Wealth LLC | 22.2K | $5.51M | −$622.7K | Cut−$622.7K |
| Berger Financial Group, Inc | 22K | $5.48M | −$596.2K | Cut−$391.9K |
| HARBOUR INVESTMENTS, INC. | 21.8K | $5.42M | −$591.6K | Cut−$407K |
| Symphony Financial Services, Inc. | 21.8K | $5.42M | −$611.9K | Cut−$922.9K |
| Bouvel Investment Partners, LLC | 21.6K | $5.37M | −$606.8K | Cut−$868.8K |
| Milestone Investment Advisors LLC | 21.3K | $5.31M | −$595.7K | Cut−$558.6K |
| Renaissance Technologies | 21.3K | $5.3M | −$23.6K | Added$5.06M |
| US BANCORP \DE\ | 20.8K | $5.17M | −$571K | Cut−$464.4K |
| Summit Trail Advisors, LLC | 20.7K | $5.15M | −$562.1K | Cut−$390.6K |
| STEPHENS INC /AR/ | 20.3K | $5.06M | −$571.5K | Cut−$824.6K |
| Creative Planning | 20.2K | $5.03M | −$325.8K | Added$1.82M |
| PCM Encore, LLC | 20K | $4.97M | −$561.7K | Cut−$580.5K |
| Mezzasalma Advisors, LLC | 30.5K | $4.94M | −$721.7K | Cut−$580K |
| PFG Investments, LLC | 19.7K | $4.9M | — | New |
| Summit Financial, LLC | 18.7K | $4.65M | −$465.6K | Added$66.5K |
| XTX Topco Ltd | 18.7K | $4.65M | — | New |
| GRANVILLE CAPITAL, INC. | 18.7K | $4.64M | −$524.1K | Cut−$524.1K |
| Samalin Investment Counsel, LLC | 18.6K | $4.63M | −$497K | Cut−$265.9K |
| CIBC Bancorp USA Inc. | 18.6K | $4.63M | — | Held |
| GOLDMAN SACHS GROUP INC | 18.4K | $4.59M | −$518K | Cut−$23.6M |
| FIFTH THIRD BANCORP | 18.3K | $4.55M | −$149.8K | Added$3.07M |
| Kingsview Wealth Management, LLC | 18.2K | $4.54M | −$504.3K | Cut−$430.1K |
| WJ Wealth Management, LLC | 17.8K | $4.44M | −$501.2K | Cut−$1.18M |
| Cyndeo Wealth Partners, LLC | 17.4K | $4.32M | −$488.1K | Cut−$496.4K |
| Sovran Advisors, LLC | 15.5K | $4.31M | $69.4K | Added$251.3K |
| FLAGSTAR ADVISORS INC | 17.3K | $4.3M | −$485.1K | Cut−$599.2K |
| Ameliora Wealth Management Ltd. | 17.2K | $4.29M | −$484.6K | Cut−$6.06M |
| FWG Investments, LLC. | 17.1K | $4.25M | −$479.7K | Cut−$613.2K |
| Nova Wealth Management, Inc. | 17K | $4.23M | −$477.6K | Cut−$879.4K |
| NWAM LLC | 16.8K | $4.19M | −$425.3K | Cut−$277.3K |
| FIDELIS CAPITAL PARTNERS, LLC | 16.2K | $4.04M | −$456.2K | Cut−$1.03M |
| Elevation Capital Advisory, LLC | 16K | $3.98M | −$449K | Cut−$4.62M |
| Avior Wealth Management, LLC | 15.9K | $3.95M | −$446K | Cut−$593.6K |
| BROWN ADVISORY INC | 15.8K | $3.92M | −$442.6K | Cut−$442.6K |
| IEQ CAPITAL, LLC | 15.4K | $3.84M | −$433.2K | Cut−$514.1K |
| Gradient Investments LLC | 15.1K | $3.75M | −$167.5K | Added$2.1M |
| Belpointe Asset Management LLC | 14.4K | $3.59M | −$371.8K | Cut−$69.7K |
| Fortis Capital Advisors, LLC | 14.4K | $3.59M | −$371.8K | Cut−$69.7K |
| PNC Financial Services Group, Inc. | 14.2K | $3.54M | −$391.4K | Cut−$318K |
| KELLY FINANCIAL GROUP LLC | 14.2K | $3.54M | −$368.9K | Cut−$100.6K |
| MGO ONE SEVEN LLC | 14.1K | $3.5M | −$393.9K | Cut−$378.2K |
| Cooper Financial Group | 14.1K | $3.5M | — | New |
| Financial Freedom, LLC | 14K | $3.49M | −$394.4K | Cut−$600.4K |
| OxenFree Capital LLC | 12.5K | $3.44M | −$37.3K | Cut−$297.7K |
| Stokes Capital Advisors, LLC | 13.8K | $3.42M | −$379.8K | Cut−$318.3K |
| Onyx Bridge Wealth Group LLC | 13.7K | $3.4M | −$383.6K | Cut−$2.09M |
| Farther Finance Advisors, LLC | 13.4K | $3.36M | −$331.9K | Cut−$184.6K |
| Quest 10 Wealth Builders, Inc. | 13.5K | $3.36M | −$356.4K | Cut−$156.8K |
| Visionary Wealth Advisors | 13.2K | $3.29M | −$371K | Cut−$365.2K |
| FLORIDA FINANCIAL ADVISORS, LLC | 13.1K | $3.27M | −$363.5K | Cut−$311.7K |
| Global Wealth Management Investment Advisory, Inc. | 12.9K | $3.21M | −$362.8K | Cut−$472.8K |
| LaSalle St. Investment Advisors, LLC | 12.6K | $3.15M | — | New |
| Focus Partners Wealth | 12.4K | $3.08M | −$339.8K | Cut−$366.9K |
| Benchmark Financial, LLC | 12.2K | $3.03M | −$337.4K | Cut−$298.8K |
| Valued Retirements, Inc. | 12.2K | $3.03M | −$335.7K | Cut−$281.5K |
| PATTON ALBERTSON MILLER GROUP, LLC | 11.9K | $2.96M | −$334.7K | Cut−$2.43M |
| B.O.S.S. Retirement Advisors, LLC | 11.6K | $2.88M | −$325.1K | Cut−$749.6K |
| Curi Capital, LLC | 11.5K | $2.87M | −$324.5K | Cut−$336.9K |
| WCG Wealth Advisors LLC | 11.5K | $2.87M | — | New |
| Steward Partners Investment Advisory, LLC | 11.4K | $2.85M | −$257.4K | Added$311.4K |
| Signal Advisors Wealth, LLC | 11.4K | $2.84M | −$320.9K | Cut−$373.5K |
| RHODES INVESTMENT ADVISORS INC /ADV | 11.4K | $2.84M | −$318K | Cut−$296.8K |
| Ashton Thomas Private Wealth, LLC | 11.3K | $2.82M | −$318.1K | Cut−$631.9K |
| Trivium Point Advisory, LLC | 11.3K | $2.8M | −$316.8K | Cut−$5.83M |
| Advisory Services Network, LLC | 11.2K | $2.8M | −$315.9K | Cut−$347.5K |
| Advyzon Investment Management, LLC | 11.2K | $2.78M | −$282.6K | Cut−$8.41K |
| BLAIR WILLIAM & CO/IL | 11.1K | $2.76M | −$312.2K | Cut−$511.3K |
| OneDigital Investment Advisors LLC | 11.1K | $2.76M | −$28.1K | Added$2.48M |
| Stratos Wealth Advisors, LLC | 10.9K | $2.72M | −$294.9K | Cut−$182.7K |
| Fifth Third Wealth Advisors LLC | 10.9K | $2.72M | −$189.3K | Added$852.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 10.8K | $2.7M | −$291.5K | Cut−$174.1K |
| JOHNSON INVESTMENT COUNSEL INC | 10.6K | $2.64M | −$240.6K | Added$271.7K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.3K | $2.55M | −$288.5K | Cut−$899.9K |
| Cresset Asset Management, LLC | 10.2K | $2.55M | −$282.1K | Cut−$233.3K |
| CWM, LLC | 10.2K | $2.53M | $2.52M | Added$2.52M |
| &PARTNERS | 10.1K | $2.5M | −$282.7K | Cut−$244.7K |
| GLENMEDE TRUST CO NA | 9.99K | $2.49M | −$280.8K | Cut−$427.8K |
| AdvisorNet Financial, Inc | 9.95K | $2.47M | −$279.4K | Cut−$284.1K |
| Whelan Financial | 9.67K | $2.41M | −$271.8K | Cut−$295.9K |
| AssuredPartners Investment Advisors, LLC | 9.52K | $2.4M | −$237.6K | Cut−$3.5M |
| SILVER OAK SECURITIES, INCORPORATED | 9.58K | $2.38M | −$288.2K | Cut−$3.41M |
| Inscription Capital, LLC | 9.56K | $2.38M | −$251K | Cut−$96.5K |
| PRIVATE TRUST CO NA | 9.16K | $2.28M | −$242.5K | Cut−$110.9K |
| HUNTINGTON NATIONAL BANK | 9.16K | $2.28M | −$257.3K | Cut−$356.4K |
| SCS Capital Management LLC | 8.95K | $2.23M | −$251.5K | Cut−$251.5K |
| Focus Financial Network, Inc. | 8.88K | $2.21M | −$249.5K | Cut−$699.8K |
| Western Wealth Management, LLC | 8.83K | $2.2M | −$231.7K | Cut−$83.6K |
| Mutual Advisors, LLC | 8.69K | $2.16M | −$244.2K | Cut−$386.2K |
| Dana Investment Advisors, Inc. | 8.65K | $2.15M | −$243K | Cut−$405K |
| Venture Visionary Partners LLC | 8.63K | $2.15M | −$242.3K | Cut−$239.8K |
| PERSPECTIVE WEALTH ADVISORS LLC | 8.63K | $2.15M | −$227.5K | Cut−$95.4K |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 8.63K | $2.15M | −$229.3K | Cut−$113.1K |
| DOVER ADVISORS, LLC | 8.58K | $2.14M | −$241.2K | Cut−$510.6K |
| Triad Wealth Partners, LLC | 8.51K | $2.12M | −$61.7K | Added$1.51M |
| Fingerlakes Wealth Management, Inc. | 8.46K | $2.1M | −$225K | Cut−$113K |
| MONEY CONCEPTS CAPITAL CORP | 8.44K | $2.1M | −$237K | Cut−$386.9K |
| Pinnacle Financial Partners, Inc. | 8.41K | $2.09M | −$236.6K | Cut−$245.1K |
| Midwest Trust Co | 8.4K | $2.09M | −$213K | Cut−$8.43K |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.33K | $2.07M | −$234K | Cut−$273K |
| GTS SECURITIES LLC | 8.21K | $2.04M | −$48.9K | Added$1.56M |
| Arcadia Wealth Management, LLC | 8.02K | $2M | −$225.3K | Cut−$267.1K |
| Bawa N Mallick Trust | 8K | $1.99M | −$224.8K | Cut−$503.9K |
| Cornerstone Planning Group LLC | 6.99K | $1.97M | $33.7K | Added$35.4K |
| Post Resch Tallon Group Inc. | 7.79K | $1.96M | −$202.1K | Cut−$357.2K |
| Sovereign Financial Group, Inc. | 7.71K | $1.92M | −$216.5K | Cut−$232K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 7.59K | $1.89M | −$213.3K | Cut−$373.4K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 7.35K | $1.83M | −$206.6K | Cut−$206.6K |
| CAPTRUST FINANCIAL ADVISORS | 7.31K | $1.82M | −$177.4K | Added$70.7K |
| Decker Retirement Planning Inc. | 7.28K | $1.81M | −$194.8K | Cut−$109.7K |
| New England Private Wealth Advisors LLC | 7.09K | $1.76M | −$199.5K | Cut−$249.3K |
| Spire Wealth Management | 7.04K | $1.75M | −$197.5K | Cut−$1.05M |
| Meridian Wealth Management, LLC | 6.99K | $1.74M | −$196.4K | Cut−$211.3K |
| Mayflower Financial Advisors, LLC | 6.98K | $1.74M | −$193K | Cut−$165.2K |
Who left
- NewEdge Advisors, LLC$45.9M
- AXXCESS WEALTH MANAGEMENT, LLC$8.72M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.3M
- Ciovacco Capital Management LLC$1.92M
- Coppell Advisory Solutions LLC$1.88M
- Caprock Group, LLC$1.7M
- Wilian Securities, LLC$1.65M
- J.W. COLE ADVISORS, INC.$1.09M
- ORLEANS CAPITAL MANAGEMENT CORP/LA$1.08M
- Linden Thomas Advisory Services, LLC$950.7K
- GATEWAY INVESTMENT ADVISERS LLC$788.4K
- NORRIS PERNE & FRENCH LLP/MI$775.4K
- IFG Advisory, LLC$489.1K
- Garton & Associates Financial Advisors LLC$469.5K
- Kestra Investment Management, LLC$343.1K
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.