Stock
Reported value
$609.5M
Holders
402
+31 new · −26 exited
Holders’ est. mark
−$6.25M
Price effect on 236 books still in the name
Largest holder
$49.3M
Rockefeller Capital Management L.P.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.04M
- Fidelity0.0% · $880.1K
- Icahn Capital0.0% · $597.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 556.7K | $49.3M | −$592.6K | Cut−$339.2K |
| LPL Financial LLC | 311.5K | $27.6M | −$285.1K | Added$3.7M |
| ASSETMARK, INC | 244.9K | $21.7M | −$256.6K | Added$189K |
| Ellenbecker Investment Group | 216.3K | $19.1M | −$190.3K | Added$3.21M |
| JIM SAULNIER & ASSOCIATES, LLC | 209.3K | $18.5M | −$205.4K | Added$1.33M |
| WELLS FARGO & COMPANY/MN | 194.7K | $17.2M | −$208.3K | Cut−$4.84M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 176.2K | $15.6M | −$188.5K | Cut−$525K |
| MORGAN STANLEY | 171.3K | $15.2M | −$149.7K | Added$2.62M |
| Mesirow Financial Investment Management, Inc. | 152.3K | $13.5M | −$162.9K | Cut−$396.9K |
| Waverly Advisors, LLC | 139K | $12.3M | −$143.8K | Added$259.6K |
| LBMC INVESTMENT ADVISORS, LLC | 126.4K | $11.2M | −$133.5K | Added$7.82K |
| PATTON ALBERTSON MILLER GROUP, LLC | 112.1K | $9.92M | −$114.8K | Added$309.1K |
| BANK OF AMERICA CORP /DE/ | 107.1K | $9.48M | −$114.7K | Cut−$1.77M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 96.3K | $8.52M | −$98.6K | Added$259.9K |
| Western Wealth Management, LLC | 85K | $7.52M | −$83.2K | Added$554.9K |
| Prosperity Consulting Group, LLC | 82.6K | $7.31M | −$80.7K | Added$549.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 74.8K | $6.62M | −$77.3K | Added$145.4K |
| Legacy Financial Group LLC | 74.4K | $6.58M | −$245.4K | Cut−$308.8K |
| RAYMOND JAMES FINANCIAL INC | 71.8K | $6.35M | −$76.8K | Cut−$6.26M |
| Consilium Wealth Advisory, LLC | 70.3K | $6.22M | −$72.3K | Added$171.9K |
| HARBOUR INVESTMENTS, INC. | 69.6K | $6.16M | −$61.2K | Added$1.03M |
| ROYAL BANK OF CANADA | 68.7K | $6.08M | −$30K | Added$3.49M |
| UNIQUE WEALTH, LLC | 62.9K | $5.56M | −$67.3K | Cut−$116.6K |
| Cetera Investment Advisers | 62K | $5.48M | −$66.3K | Cut−$222.3K |
| Clearstead Advisors, LLC | 61.6K | $5.45M | −$65.9K | Cut−$102.2K |
| WEALTH ALLIANCE, LLC | 60.2K | $5.33M | −$64.4K | Cut−$146.7K |
| GeoWealth Management, LLC | 59.9K | $5.3M | −$64K | Cut−$288.1K |
| JPMORGAN CHASE & CO | 59.7K | $5.15M | −$175.4K | Added$486.1K |
| OSAIC HOLDINGS, INC. | 55.4K | $4.91M | −$59.9K | Cut−$1.25M |
| Kestra Advisory Services, LLC | 54.8K | $4.85M | −$58.7K | Cut−$4.41M |
| Weaver Consulting Group | 54.3K | $4.8M | −$48.6K | Added$732.3K |
| Legacy Wealth Partners, LLC | 50.1K | $4.44M | −$53.6K | Cut−$610.6K |
| Fort Henry Capital, LLC | 49.3K | $4.36M | −$51.4K | Added$62.8K |
| Farther Finance Advisors, LLC | 48.5K | $4.32M | −$18.6K | Added$1.18M |
| Strategic Blueprint, LLC | 46.4K | $4.1M | −$30.1K | Added$1.59M |
| UBS Group AG | 46K | $4.07M | −$49.2K | Cut−$139.8K |
| SteelPeak Wealth, LLC | 44.9K | $3.98M | −$45.8K | Added$145.7K |
| RITHOLTZ WEALTH MANAGEMENT | 42.9K | $3.79M | −$45.8K | Cut−$137.7K |
| Mutual Advisors, LLC | 40K | $3.54M | −$40.9K | Added$118.7K |
| Westmount Partners, LLC | 37.2K | $3.29M | −$38.9K | Added$38.3K |
| Dynamic Advisor Solutions LLC | 36.3K | $3.21M | −$24.8K | Added$1.13M |
| Allworth Financial LP | 34.1K | $3.01M | −$35.6K | Added$28K |
| Cerity Partners LLC | 33.9K | $3M | −$32.9K | Added$244.9K |
| Redhawk Wealth Advisors, Inc. | 33.4K | $2.95M | −$29.5K | Added$480.6K |
| ODonnell Financial Services, LLC | 31.9K | $2.81M | −$41.7K | Cut−$2.75K |
| MARINO, STRAM & ASSOCIATES LLC | 31K | $2.74M | −$33.1K | Cut−$28.9K |
| EP Wealth Advisors, LLC | 30.6K | $2.71M | — | New |
| Perigon Wealth Management, LLC | 30.5K | $2.7M | −$30.5K | Added$148.6K |
| HANOVER ADVISORS INC | 28.7K | $2.54M | −$30.7K | Cut−$704.3K |
| Wealth Forward, LLC | 27.9K | $2.46M | −$27.9K | Added$132.9K |
| Archford Capital Strategies, LLC | 27.8K | $2.46M | −$29.8K | Cut−$100.7K |
| STIFEL FINANCIAL CORP | 27.8K | $2.46M | −$29.7K | Cut−$10.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27.3K | $2.42M | −$64.4K | Cut−$1.42M |
| RWA WEALTH PARTNERS, LLC | 27.3K | $2.41M | −$27.5K | Added$111.5K |
| RTD Financial Advisors, Inc. | 27.1K | $2.4M | −$29K | Cut−$272.9K |
| Somnio Financial Group, LLC | 26.1K | $2.31M | −$27.3K | Added$24.7K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 25.6K | $2.26M | −$26.4K | Added$50.6K |
| NorthStar Asset Management LLC /NJ/ | 2.19M | $2.22M | −$532 | Cut−$534 |
| Mariner, LLC | 24.1K | $2.13M | −$20.1K | Added$500.3K |
| CAPTRUST FINANCIAL ADVISORS | 24K | $2.12M | −$25.6K | Cut−$11.6K |
| Brookstone Capital Management | 23.8K | $2.11M | −$25.3K | Cut−$6.07K |
| Madrid Financial Services | 23.8K | $2.1M | — | Held |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 23.7K | $2.1M | −$22.9K | Added$180.3K |
| Worth Asset Management, LLC | 23.4K | $2.07M | −$22.9K | Added$157.1K |
| Creative Planning | 23K | $2.04M | −$24.6K | Cut−$519K |
| Moss Adams Wealth Advisors LLC | 22.9K | $2.03M | −$20.3K | Added$332.6K |
| HFM Investment Advisors, LLC | 22.9K | $2.03M | −$24.3K | Cut−$296.4K |
| Corient Private Wealth LLC | 21.7K | $1.92M | −$22.9K | Added$7.23K |
| HighTower Advisors, LLC | 21.6K | $1.91M | −$21.6K | Added$113.3K |
| AMERIPRISE FINANCIAL INC | 20.9K | $1.87M | −$5.72K | Added$47.8K |
| Visionary Wealth Advisors | 20.6K | $1.82M | −$22K | Cut−$75.9K |
| TOBIAS FINANCIAL ADVISORS, INC. | 20.4K | $1.81M | −$20.1K | Added$123.1K |
| Peregrine Asset Advisers, Inc. | 20.2K | $1.79M | −$21.6K | Cut−$24.6K |
| Equitable Holdings, Inc. | 19.8K | $1.77M | $0 | Added$283.5K |
| CGN Advisors LLC | 19.5K | $1.72M | −$20.5K | Added$3.89K |
| Venturi Wealth Management, LLC | 19.1K | $1.69M | −$20.5K | Cut−$37.6K |
| Canal Capital Management, LLC | 19.1K | $1.69M | −$20.5K | Cut−$1.57M |
| OneDigital Investment Advisors LLC | 19K | $1.68M | −$17.4K | Added$224.2K |
| Syverson Strege & Co | 18.5K | $1.64M | −$19.9K | Cut−$158.2K |
| Focus Partners Advisor Solutions, LLC | 18.1K | $1.6M | −$2.8K | Added$1.37M |
| Private Advisor Group, LLC | 16.9K | $1.5M | −$17.8K | Added$10.2K |
| Summit Wealth Partners, LLC | 16.8K | $1.49M | −$17.3K | Added$30.6K |
| Savant Capital, LLC | 16.8K | $1.48M | −$11.3K | Added$537.7K |
| Tempus Wealth Planning, LLC | 16.7K | $1.47M | −$17.2K | Added$35.5K |
| Buttonwood Financial Group, LLC | 16.5K | $1.46M | −$48.3K | Cut−$486.6K |
| Stratos Wealth Partners, LTD. | 16.5K | $1.46M | −$13.5K | Added$334.4K |
| Advisory Services Network, LLC | 16.4K | $1.45M | −$16.4K | Added$82.5K |
| MOR Wealth Management, LLC | 16K | $1.41M | −$16.6K | Added$25.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15.8K | $1.4M | −$5.08K | Added$975.9K |
| Sovereign Financial Group, Inc. | 15.5K | $1.37M | −$16.5K | Cut−$15.9K |
| Per Stirling Capital Management, LLC. | 15.3K | $1.35M | −$15.8K | Added$32.7K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 15.1K | $1.34M | −$15.9K | Added$12.3K |
| Cerity Partners Retirement Plan Advisors LLC | 15.5K | $1.34M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14.6K | $1.29M | −$18.3K | Cut−$27.5K |
| Greystone Financial Group, LLC | 14.4K | $1.27M | −$15.4K | Cut−$734.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 14.4K | $1.27M | −$15.4K | Cut−$16.2K |
| Cornerstone Planning Group LLC | 13.3K | $1.26M | $32.7K | Added$140.9K |
| Badgley Phelps Wealth Managers, LLC | 14K | $1.24M | −$15K | Cut−$15K |
| Rothschild Wealth LLC | 14K | $1.23M | −$14.3K | Added$38.7K |
| MAINSAIL ASSET MANAGEMENT, LLC | 13.8K | $1.22M | −$14.4K | Added$20.6K |
| Mason Investment Advisory Services, Inc. | 13.4K | $1.19M | −$12.3K | Added$163.7K |
| ASPIRIANT, LLC | 13.3K | $1.18M | −$14.2K | Cut−$6.01K |
| Integrated Wealth Concepts LLC | 13K | $1.15M | −$4.64K | Added$760.1K |
| Worth Financial Advisory Group, LLC | 11.4K | $1.13M | $111.5K | Cut−$173.6K |
| JONES FINANCIAL COMPANIES LLLP | 13.1K | $1.13M | −$11.7K | Added$807.3K |
| BlueStem Wealth Partners, LLC | 12.6K | $1.12M | −$13.4K | Added$1.57K |
| NICOLET BANKSHARES INC | 12.6K | $1.12M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.6K | $1.11M | — | New |
| NORTHWEST WEALTH MANAGEMENT, LLC | 12.2K | $1.08M | −$13K | Cut−$379K |
| THRYVE WEALTH MANAGEMENT LLC | 12.1K | $1.07M | −$12.8K | Cut−$4.35K |
| Prentice Wealth Management LLC | 12K | $1.06M | −$12.8K | Cut−$221.7K |
| Acropolis Investment Management, LLC | 11.9K | $1.05M | −$12.1K | Added$43.8K |
| Focus Partners Wealth | 11.7K | $1.05M | $6.98K | Added$11.2K |
| Citadel | 11.8K | $1.04M | — | New |
| ABLE Financial Group, LLC | 11.7K | $1.03M | −$11.1K | Added$105.7K |
| Concurrent Investment Advisors, LLC | 11.5K | $1.02M | −$12.3K | Cut−$23.8K |
| DIVERSIFIED TRUST CO | 11K | $973.3K | −$11.8K | Cut−$14.3K |
| WORLD EQUITY GROUP, INC. | 10.9K | $965.3K | −$11.6K | Cut−$4.06K |
| High Net Worth Advisory Group LLC | 10.8K | $955.7K | −$5.56K | Added$490K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10.2K | $955.6K | $10.4K | Added$487.5K |
| MPS Loria Financial Planners, LLC | 10.8K | $953.2K | −$9.95K | Added$119.4K |
| Stonebridge Financial Group, LLC | 10.7K | $948.9K | −$11.3K | Added$2.41K |
| Steward Partners Investment Advisory, LLC | 10.7K | $946.1K | −$10.9K | Added$36K |
| Integrity Wealth Solutions LLC | 10.4K | $921.3K | −$10.8K | Added$16.5K |
| Clear Creek Financial Management, LLC | 10.4K | $920.8K | −$10.2K | Added$63.6K |
| Lido Advisors, LLC | 10.2K | $905.5K | $2.71K | Added$29.1K |
| BCWM, LLC | 10.2K | $903K | −$10.9K | Cut−$7.43K |
| Clearview Wealth Management LLC | 10.2K | $901.3K | — | Held |
| Saxony Capital Management, LLC | 10.1K | $897.2K | −$10.8K | Cut−$447.2K |
| Hobbs Group Advisors, LLC | 10.1K | $892.1K | −$10.8K | Cut−$573.4K |
| KICKSTAND VENTURES, LLC. | 9.96K | $880.9K | −$9.95K | Added$48.3K |
| Fidelity | 9.95K | $880.1K | −$9.72K | Added$68.5K |
| EverSource Wealth Advisors, LLC | 9.88K | $874.5K | −$10.6K | Cut−$10.6K |
| Insight Advisors, LLC/ PA | 9.59K | $848.5K | −$10.3K | Cut−$9.81K |
| GEN Financial Management, INC. | 9.47K | $838.4K | −$10.1K | Cut−$31.5K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 9.04K | $799.6K | −$7.42K | Added$182.7K |
| Avior Wealth Management, LLC | 9.02K | $798.4K | −$9.28K | Added$21.4K |
| Maia Wealth LLC | 9.01K | $797.5K | −$34.7K | Cut−$65.7K |
| HighPoint Advisor Group LLC | 8.96K | $792.6K | −$9.58K | Cut−$33.7K |
| MGO ONE SEVEN LLC | 8.91K | $788.7K | −$8.89K | Added$44.6K |
| Weitzel Financial Services, Inc. | 8.73K | $777.2K | −$8.36K | Added$55K |
| Modera Wealth Management, LLC | 8.77K | $775.6K | −$6.91K | Added$196.8K |
| Krilogy Financial LLC | 8.19K | $765.8K | $11.3K | Added$61.4K |
| Wealthquest Corp | 8.54K | $765.3K | $0 | Held |
| Mountain Capital Investment Advisors Inc. | 8.04K | $758.1K | $19.3K | Added$77.7K |
| Mullooly Asset Management, Inc. | 8.49K | $751.6K | −$8.92K | Added$5.6K |
| Boston Standard Wealth Management, LLC | 8.43K | $750.1K | −$4.89K | Cut−$58.1K |
| ENVESTNET ASSET MANAGEMENT INC | 8.43K | $745.9K | −$7.83K | Added$88.7K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 8.43K | $745.6K | −$8.67K | Added$20.2K |
| Orin Green Financial, LLC | 8.31K | $735.6K | −$8.26K | Added$44.5K |
| TRUE Private Wealth Advisors | 8.21K | $727K | −$8.78K | Cut−$188.3K |
| MAGNOLIA CAPITAL ADVISORS LLC | 8.21K | $726.2K | −$6.19K | Added$209.5K |
| Marion Wealth Management | 8.08K | $715.2K | −$24.4K | Added$11K |
| AE Wealth Management LLC | 7.85K | $694.9K | −$8.27K | Cut−$748 |
| Fidato Wealth LLC | 7.82K | $692.1K | −$8.37K | Cut−$35.6K |
| Meridian Wealth Management, LLC | 7.75K | $685.6K | −$8.29K | Cut−$8.29K |
| Savvy Advisors, Inc. | 7.74K | $684.6K | −$7.93K | Added$22.9K |
| AdvisorNet Financial, Inc | 7.57K | $669.7K | −$8.17K | Cut−$55.3K |
| Courage Miller Partners, LLC | 7.55K | $667.8K | −$8.11K | Cut−$15.5K |
| Kingsview Wealth Management, LLC | 7.53K | $666.1K | −$7.92K | Added$3.5K |
| Chicago Partners Investment Group LLC | 7K | $658.6K | $14K | Added$142.9K |
| Berman McAleer LLC | 7.37K | $652.3K | −$7.89K | Cut−$97.9K |
| Plan Group Financial, LLC | 7.35K | $650.8K | −$7.87K | Cut−$88.3K |
| Trilogy Capital Inc. | 7.32K | $647.8K | −$7.81K | Cut−$38.3K |
| Topel & Distasi Wealth Management, LLC | 7.28K | $643.8K | −$7.71K | Cut−$1.69K |
| BOYUM WEALTH ARCHITECTS LLC | 6.65K | $630.1K | $20.1K | Added$38.9K |
| FWG Investments, LLC. | 7.11K | $629K | −$6.19K | Added$111.2K |
| SimpliFi, Inc. | 7.05K | $624.3K | −$7.35K | Added$14.2K |
| MRWM Advisors, LLC | 6.88K | $608.4K | −$7.36K | Cut−$8.25K |
| Sanctuary Advisors, LLC | 6.82K | $603.5K | −$7.28K | Cut−$46.2K |
| Icahn Capital | 6.76K | $597.8K | — | New |
| CENTRAL TRUST Co | 6.74K | $596.4K | −$6.97K | Added$10.4K |
| Valmark Advisers, Inc. | 6.6K | $583.9K | −$5.65K | Added$110.8K |
| Strategic Family Wealth Counselors, L.L.C. | 6.47K | $572.7K | −$11.3K | Cut−$11.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.34K | $561K | −$6.37K | Added$8.32K |
| Vertrix Wealth Management, LLC | 6.33K | $560.4K | — | Held |
| Cape Investment Advisory, Inc. | 6.33K | $560.1K | −$6.71K | Cut−$1.76K |
| JNBA Financial Advisors | 6.29K | $556.4K | −$6.28K | Added$30.9K |
| PALISADE CAPITAL MANAGEMENT, LP | 6.28K | $555.9K | −$6.57K | Added$6.44K |
| EIGHT 31 FINANCIAL, LLC | 6.22K | $550.1K | −$6.62K | Cut−$4.05K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.06K | $536.6K | −$6.51K | Cut−$121.5K |
| West Wealth Group, LLC | 5.95K | $526.2K | −$6.3K | Cut−$9.97K |
| Regal Investment Advisors LLC | 5.89K | $520.8K | −$5.87K | Added$29.4K |
| HB Wealth Management, LLC | 5.78K | $511.8K | −$6.19K | Cut−$68.1K |
| Integrity Financial Corp /WA | 5.68K | $502.4K | −$6.08K | Cut−$66.5K |
| Gallacher Capital Management LLC | 5.63K | $498.2K | −$6.03K | Cut−$87.6K |
| Root Financial Partners, LLC | 5.59K | $494.5K | −$5.98K | Cut−$5.98K |
| FIFTH THIRD BANCORP | 5.57K | $492.5K | −$2.36K | Added$296K |
| MISSION WEALTH MANAGEMENT, LP | 5.43K | $480.3K | −$5.78K | Cut−$344.3K |
| JFS WEALTH ADVISORS, LLC | 5.4K | $477.6K | −$5.78K | Cut−$46.4K |
| Independent Advisor Alliance | 5.34K | $472.4K | — | New |
| Aquire Wealth Advisors, LLC | 5.32K | $470.3K | −$5.56K | Added$5.33K |
| Tarbox Family Office, Inc. | 5.27K | $466.6K | −$5.64K | Cut−$5.64K |
| Merit Financial Group, LLC | 5.24K | $463.8K | −$2.71K | Added$240.6K |
| Cornerstone Wealth Management, LLC | 5.18K | $458.6K | −$5.52K | Cut−$3.04K |
| Arcus Capital Partners, LLC | 5.15K | $455.9K | −$5.51K | Cut−$1.42M |
| Great Point Wealth Advisors, LLC | 5.15K | $455.5K | −$5.51K | Cut−$5.69K |
| Arax Advisory Partners | 5.11K | $452.5K | −$5.04K | Added$30.1K |
| MML INVESTORS SERVICES, LLC | 5.08K | $449.8K | −$5.44K | Cut−$7.95K |
| Vise Technologies, Inc. | 5.01K | $448.9K | $0 | Held |
| Frederick Financial Consultants, LLC | 5.06K | $447.7K | −$5.37K | Cut−$37.5K |
| Klingman & Associates, LLC | 5.01K | $443.6K | −$5.36K | Cut−$5.36K |
| Annis Gardner Whiting Capital Advisors, LLC | 4.93K | $436.3K | −$5.27K | Cut−$5.28K |
| Trivium Point Advisory, LLC | 4.81K | $425.6K | −$5.16K | Cut−$287.4K |
| BCGM Wealth Management, LLC | 4.75K | $420.3K | −$4.89K | Added$10.8K |
| IMA Advisory Services, Inc. | 4.71K | $417.1K | −$5.03K | Cut−$3.88K |
| FCA CORP /TX | 4.68K | $414.2K | −$4.37K | Added$48.1K |
| Compass Financial Group, Inc. (Ohio) | 4.65K | $411.7K | −$4.98K | Cut−$33.6K |
| Pinnacle Wealth Planning Services, Inc. | 4.46K | $394.3K | −$518 | Added$351K |
| Twelve Points Wealth Management LLC | 4.37K | $386.4K | −$11.7K | Added$21K |
| CWM, LLC | 4.22K | $373.4K | $307.7K | Added$373.1K |
| Efficient Advisors, LLC | 4.15K | $367.4K | −$4.4K | Cut−$13.4K |
| Centerline Wealth Advisors, LLC | 4.13K | $365.9K | −$4.39K | Cut−$49.8K |
| SWP FINANCIAL LLC | 4.05K | $358.5K | −$4.34K | Cut−$4.33K |
| Kesler, Norman & Wride, LLC | 4.01K | $355.1K | −$4.29K | Cut−$35.8K |
| ESG Planning DBA Harper Investing | 4K | $353.6K | −$4.28K | Cut−$59.7K |
| Cardinal Point Capital Management ULC | 3.99K | $353.3K | −$3.84K | Added$31.5K |
| Well Done, LLC | 3.99K | $352.7K | −$4.09K | Added$10.2K |
| Smith Partners Wealth Management, LLC | 3.98K | $352.5K | −$4.26K | Cut−$13.2K |
| NVWM, LLC | 3.93K | $348K | −$4.21K | Cut−$32.7K |
| MILESTONE ASSET MANAGEMENT, LLC | 3.9K | $345.5K | −$3.99K | Added$12.1K |
| BLAIR WILLIAM & CO/IL | 3.9K | $345.3K | −$3.35K | Added$64.9K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3.87K | $342.2K | −$2.76K | Added$112.4K |
| CAHILL FINANCIAL ADVISORS INC | 3.84K | $339.5K | −$4.1K | Cut−$57.3K |
| Andrews Advisory Associates, LLC | 3.81K | $336.9K | −$4.05K | Cut−$2.01K |
| Optivise Advisory Services LLC | 3.77K | $333.8K | — | New |
| Gould Capital, LLC | 3.76K | $333.1K | −$4.03K | Cut−$21.9K |
| SECURED RETIREMENT ADVISORS, LLC | 3.76K | $333K | −$3.81K | Added$14.4K |
| Insight Wealth Partners, LLC | 3.73K | $329.7K | −$2.83K | Added$92.8K |
| SAX WEALTH ADVISORS, LLC | 3.68K | $329.3K | $0 | Held |
| Purpose Unlimited Inc. | 3.73K | $329.1K | — | New |
| Choice Wealth Advisors, LLC | 3.68K | $325.6K | −$3.74K | Added$12.4K |
| Summit Trail Advisors, LLC | 3.67K | $325.1K | −$3.93K | Cut−$3.93K |
| Mayfair Advisory Group, LLC | 3.66K | $324.2K | −$5.45K | Added$9.5K |
| New Republic Capital, LLC | 3.66K | $323.9K | −$3.76K | Added$9.61K |
| McNamara Financial Services, Inc. | 3.65K | $323.1K | −$3.72K | Added$11.6K |
| Lifelong Wealth Advisors, Inc. | 3.65K | $323.1K | — | New |
| Bellwether Advisors, LLC | 3.63K | $321.2K | −$3.88K | Cut−$36K |
| New Capital Management LP | 3.6K | $318.3K | −$3.85K | Cut−$8.51K |
| Composition Wealth, LLC | 3.6K | $318.1K | −$3.34K | Added$39.1K |
| IFP Advisors, Inc | 3.39K | $300.1K | −$3.51K | Added$6.58K |
| Altrius Capital Management Inc | 3.36K | $297.6K | −$3.6K | Cut−$12.1K |
| Arbor Investment Advisors, LLC | 3.35K | $296.9K | −$3.52K | Cut−$84.7K |
| Aprio Wealth Management, LLC | 3.27K | $289.3K | −$29.6K | Cut−$10.2K |
| Westshore Wealth, LLC | 3.24K | $286.7K | −$3.38K | Added$4.15K |
| Ausdal Financial Partners, Inc. | 3.24K | $286.5K | −$3.45K | Cut−$2.66K |
| KINGSWOOD WEALTH ADVISORS, LLC | 3.2K | $283.3K | — | New |
| Premier Private Wealth Management LLC | 3.19K | $282.6K | −$12K | Cut−$9.83K |
| Mosley Wealth Management | 3.18K | $280.4K | −$1.73K | Cut−$3.59K |
| Valpey Financial Services, LLC | 3.12K | $275.8K | −$3.27K | Cut−$11K |
Who left
- NewEdge Advisors, LLC$3.23M
- CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.55M
- CAPITAL INSIGHT PARTNERS, LLC$1.82M
- One Capital Management, LLC$883.3K
- Retireful, LLC$427.2K
- TRUIST FINANCIAL CORP$369.6K
- Harvest Investment Services, LLC$368.4K
- Diversify Advisory Services, LLC$333.9K
- Vestmark Advisory Solutions, Inc.$320.4K
- Philip James Wealth Mangement, LLC$302.4K
- KilterHowling LLC$286K
- LEVEL FOUR ADVISORY SERVICES, LLC$274.3K
- Orion Porfolio Solutions, LLC$246K
- STEPHENS INC /AR/$243.5K
- AXXCESS WEALTH MANAGEMENT, LLC$230.9K
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.