Stock
Reported value
$1.17B
Holders
406
+36 new · −49 exited
Holders’ est. mark
−$15.3M
Price effect on 231 books still in the name
Largest holder
$123.4M
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $688.5K
- Fidelity0.0% · $988.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 1.92M | $123.4M | −$1.25M | Added$624.8K |
| LPL Financial LLC | 1.18M | $76.2M | −$608.8K | Added$16.2M |
| Worth Asset Management, LLC | 690K | $44.4M | −$442.7K | Added$797.6K |
| JPMORGAN CHASE & CO | 650.2K | $41M | −$1.12M | Added$2.42M |
| BANK OF AMERICA CORP /DE/ | 589.1K | $37.9M | −$386.1K | Cut−$123.1K |
| MORGAN STANLEY | 573.5K | $36.9M | −$377.5K | Cut−$280K |
| Mesirow Financial Investment Management, Inc. | 563.1K | $36.2M | −$318.6K | Added$4.81M |
| WELLS FARGO & COMPANY/MN | 517.6K | $33.3M | −$341.6K | Cut−$44.2M |
| ASPIRIANT, LLC | 509.4K | $32.8M | −$317.7K | Added$1.49M |
| Consilium Wealth Advisory, LLC | 421.9K | $27.1M | −$210.7K | Added$6.39M |
| JIM SAULNIER & ASSOCIATES, LLC | 412.3K | $26.5M | −$258.7K | Added$1.04M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 353.9K | $22.8M | −$212.3K | Added$1.86M |
| Focus Partners Wealth | 342.4K | $22M | −$226K | Cut−$1.22M |
| Lebenthal Global Advisors, LLC | 320K | $20.6M | −$148.1K | Added$6M |
| ASSETMARK, INC | 286.2K | $18.4M | −$185.2K | Added$170.9K |
| ROYAL BANK OF CANADA | 277.7K | $17.9M | −$181K | Added$25K |
| Madrid Financial Services | 272.3K | $17.5M | — | Held |
| Waverly Advisors, LLC | 255.4K | $16.4M | −$163.6K | Added$317.9K |
| BSW Wealth Partners | 251.7K | $16.2M | −$163.6K | Added$83.6K |
| RAYMOND JAMES FINANCIAL INC | 231.1K | $14.9M | −$152.5K | Cut−$28.5M |
| UBS Group AG | 210.1K | $13.5M | −$138.7K | Cut−$2.44M |
| STIFEL FINANCIAL CORP | 179.1K | $11.5M | −$118.2K | Cut−$12.3M |
| Phil A. Younker & Associates, Ltd. | 176.5K | $11.4M | −$116.5K | Cut−$186.2K |
| Cetera Investment Advisers | 161.2K | $10.4M | −$95.5K | Added$962.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 156.6K | $10.1M | −$92.8K | Added$934.1K |
| OSAIC HOLDINGS, INC. | 147.1K | $9.47M | −$98K | Cut−$484.9K |
| Ellenbecker Investment Group | 146.1K | $9.4M | −$74.6K | Added$2.05M |
| Creative Planning | 126.4K | $8.13M | −$83.4K | Cut−$212.8K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 126.3K | $8.13M | −$72.1K | Added$1.03M |
| One Capital Management, LLC | 123.5K | $7.95M | −$11.5K | Added$6.82M |
| TRUE Private Wealth Advisors | 123.4K | $7.94M | −$81.4K | Cut−$181.4K |
| Kestra Advisory Services, LLC | 112.4K | $7.23M | −$72.3K | Added$108.8K |
| EIGHT 31 FINANCIAL, LLC | 110.1K | $7.09M | −$72.3K | Cut−$36.3K |
| Cogent Private Wealth, Inc. | 108.2K | $6.96M | −$64.2K | Added$642K |
| NBT BANK N A /NY | 102.2K | $6.58M | −$6.62M | Cut−$48.9K |
| Legacy Wealth Partners, LLC | 96.3K | $6.19M | −$63.5K | Cut−$675.9K |
| Strategic Family Wealth Counselors, L.L.C. | 94.5K | $6.08M | −$89.2K | Added$11K |
| ENVESTNET ASSET MANAGEMENT INC | 93.3K | $6.01M | −$61.6K | Cut−$6.95M |
| UNIQUE WEALTH, LLC | 92.5K | $5.95M | −$60.5K | Cut−$2.93K |
| Wealth Forward, LLC | 85.7K | $5.52M | −$56.6K | Cut−$116.3K |
| Bell Investment Advisors, Inc | 82.4K | $5.3M | −$54.4K | Cut−$593.9K |
| Weaver Consulting Group | 82K | $5.27M | −$51.3K | Added$225.9K |
| Prosperity Consulting Group, LLC | 81.5K | $5.24M | −$50.4K | Added$278.1K |
| PATTON ALBERTSON MILLER GROUP, LLC | 81.5K | $5.24M | −$53.8K | Cut−$309.8K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57.5K | $5.16M | $1.42M | Added$1.42M |
| WestEnd Advisors, LLC | 80.1K | $5.15M | −$32.9K | Added$1.91M |
| COMMONWEALTH EQUITY SERVICES, LLC | 78.1K | $5.03M | −$50.4K | Added$60.2K |
| FIRST FOUNDATION ADVISORS | 75.2K | $4.84M | −$49.6K | Cut−$139.3K |
| LBMC INVESTMENT ADVISORS, LLC | 70.5K | $4.54M | −$46.5K | Cut−$186.8K |
| Corient Private Wealth LLC | 69.2K | $4.45M | −$45.7K | Cut−$318.6K |
| HANOVER ADVISORS INC | 67.7K | $4.35M | −$44.7K | Cut−$2.18M |
| Elevation Capital Advisory, LLC | 67.2K | $4.33M | −$29.4K | Added$1.43M |
| TRUIST FINANCIAL CORP | 65.1K | $4.19M | −$43K | Cut−$2.94M |
| Brookstone Capital Management | 64.7K | $4.16M | −$42.4K | Cut−$12.3K |
| Mariner, LLC | 61.4K | $3.95M | −$13.8K | Added$2.59M |
| BlueStem Wealth Partners, LLC | 61.3K | $3.95M | −$40.5K | Cut−$55.9K |
| HighPoint Advisor Group LLC | 60.6K | $3.9M | −$40K | Cut−$700.8K |
| Fort Henry Capital, LLC | 59.5K | $3.83M | −$39.3K | Cut−$38.9K |
| GeoWealth Management, LLC | 59.2K | $3.81M | −$39.1K | Cut−$40.9K |
| AMERIPRISE FINANCIAL INC | 58.8K | $3.79M | −$36K | Added$188.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 58.5K | $3.77M | −$84.2K | Cut−$1.51M |
| HighTower Advisors, LLC | 57.7K | $3.72M | −$18.6K | Added$1.88M |
| RWA WEALTH PARTNERS, LLC | 57.6K | $3.7M | −$38K | Cut−$124.1K |
| Richard Bernstein Advisors LLC | 55.9K | $3.6M | −$10.2K | Added$2.59M |
| &PARTNERS | 53.9K | $3.47M | −$30.9K | Cut−$1.07M |
| Intrua Financial, LLC | 52.8K | $3.39M | −$28.8K | Added$562K |
| Bank of New York Mellon Corp | 52.1K | $3.36M | −$32.9K | Added$108.1K |
| Dakota Wealth Management | 50.2K | $3.23M | −$33.1K | Cut−$34K |
| MARINO, STRAM & ASSOCIATES LLC | 47.3K | $3.04M | −$31.2K | Cut−$57K |
| Dynamic Advisor Solutions LLC | 46.6K | $3M | −$11.1K | Added$1.91M |
| HARBOUR INVESTMENTS, INC. | 46.1K | $2.97M | −$29.4K | Added$73K |
| Strategic Blueprint, LLC | 45.8K | $2.95M | −$10.8K | Added$1.88M |
| KINGSWOOD WEALTH ADVISORS, LLC | 39.7K | $2.56M | −$25K | Added$97.4K |
| CAHILL FINANCIAL ADVISORS INC | 38.5K | $2.48M | −$25.3K | Cut−$20.5K |
| Integrated Advisors Network LLC | 38K | $2.44M | −$25.1K | Cut−$97.1K |
| First Heartland Consultants, Inc. | 37K | $2.38M | −$24K | Added$18.4K |
| Private Advisor Group, LLC | 36.1K | $2.32M | −$21.7K | Added$186.3K |
| Visionary Wealth Advisors | 35.5K | $2.29M | −$22.6K | Added$63.3K |
| Legacy Advisory Services, LLC | 34.2K | $2.2M | −$20.9K | Added$145.7K |
| Independent Advisor Alliance | 33.6K | $2.16M | — | New |
| Avior Wealth Management, LLC | 33.5K | $2.16M | −$16.9K | Added$491.3K |
| Concurrent Investment Advisors, LLC | 33.4K | $2.15M | −$21.7K | Added$7.03K |
| NATIONAL BANK OF CANADA /FI/ | 33.3K | $2.14M | −$20.5K | Added$61.5K |
| Selby Wealth Management, LLC | 32.3K | $2.08M | −$20.2K | Added$87.5K |
| GOLDMAN SACHS GROUP INC | 32.2K | $2.07M | −$2.43K | Added$1.83M |
| BENJAMIN EDWARDS INC | 32.1K | $2.06M | −$19.6K | Added$132.1K |
| Allworth Financial LP | 31.6K | $2.03M | −$16.5K | Added$409.2K |
| EP Wealth Advisors, LLC | 30.3K | $1.95M | — | New |
| Lido Advisors, LLC | 29.4K | $1.89M | −$15.1K | Added$91.1K |
| CAPTRUST FINANCIAL ADVISORS | 29K | $1.86M | −$19.1K | Cut−$238.8K |
| Mutual Advisors, LLC | 28.1K | $1.81M | −$17.8K | Added$52.7K |
| Harbor Group, Inc. | 28K | $1.8M | −$18.4K | Cut−$15.5K |
| Rothschild Wealth LLC | 28K | $1.8M | −$17.6K | Added$61.8K |
| Weitzel Financial Services, Inc. | 27.5K | $1.78M | −$14.5K | Added$205.9K |
| Prentice Wealth Management LLC | 26.9K | $1.73M | −$17.2K | Added$35.6K |
| Equitable Holdings, Inc. | 26.4K | $1.72M | −$667 | Cut−$18.9K |
| Moss Adams Wealth Advisors LLC | 26.3K | $1.69M | −$15.1K | Added$212.1K |
| IMA Advisory Services, Inc. | 26.2K | $1.68M | −$16.8K | Added$28.2K |
| RTD Financial Advisors, Inc. | 26K | $1.67M | −$16.3K | Added$72.7K |
| Focus Financial Network, Inc. | 25.8K | $1.66M | −$11.1K | Added$564.5K |
| Vines Capital Management, LLC | 25.6K | $1.64M | −$16.3K | Added$37.5K |
| JONES FINANCIAL COMPANIES LLLP | 25.6K | $1.62M | −$30.5K | Added$567.7K |
| Integrated Wealth Concepts LLC | 25.1K | $1.61M | −$16.6K | Cut−$33K |
| Legacy Financial Group LLC | 25K | $1.61M | −$48.1K | Cut−$89K |
| Federation des caisses Desjardins du Quebec | 24.9K | $1.6M | −$13.9K | Added$232.9K |
| BANK OF MONTREAL /CAN/ | 24.8K | $1.6M | −$13.1K | Added$308.1K |
| BOYUM WEALTH ARCHITECTS LLC | 23.5K | $1.59M | $37.1K | Cut−$308.9K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24.3K | $1.56M | −$5.06K | Added$1.07M |
| Perigon Wealth Management, LLC | 23.9K | $1.54M | −$15.8K | Cut−$22.2K |
| JANE STREET GROUP, LLC | 23.6K | $1.52M | — | New |
| Institute for Wealth Management, LLC. | 22.1K | $1.42M | −$13.3K | Added$110K |
| Worth Financial Advisory Group, LLC | 14.1K | $1.41M | $500.8K | Cut−$72.1K |
| Westside Investment Management, Inc. | 21.8K | $1.41M | −$8.4K | Added$577.8K |
| OneDigital Investment Advisors LLC | 21.8K | $1.4M | −$9.83K | Added$432.6K |
| Rockefeller Capital Management L.P. | 21.3K | $1.37M | −$14.1K | Cut−$30.3K |
| MPS Loria Financial Planners, LLC | 21.1K | $1.36M | −$12.4K | Added$132.2K |
| Gallacher Capital Management LLC | 20.9K | $1.35M | −$12.9K | Added$74.7K |
| SAGE FINANCIAL GROUP INC | 20.7K | $1.33M | −$13.6K | Cut−$31.2K |
| SimpliFi, Inc. | 20.4K | $1.31M | −$12.4K | Added$84.3K |
| Piedmont Capital Management, LLC | 20.3K | $1.31M | −$9.63K | Cut−$213K |
| Sanctuary Advisors, LLC | 19.4K | $1.25M | −$12.8K | Cut−$197.2K |
| Tempus Wealth Planning, LLC | 19.1K | $1.23M | −$12.6K | Cut−$6.72K |
| Focus Partners Advisor Solutions, LLC | 19K | $1.22M | −$4.42K | Added$790.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 18.8K | $1.21M | −$11.6K | Added$75.6K |
| Ausdal Financial Partners, Inc. | 18.7K | $1.2M | −$12.1K | Added$7.45K |
| Sequoia Financial Advisors, LLC | 18.6K | $1.2M | −$9.27K | Added$286K |
| CENTRAL TRUST Co | 18.5K | $1.19M | −$10.1K | Added$194.5K |
| Stratos Wealth Partners, LTD. | 18.4K | $1.18M | −$12.1K | Cut−$3.08M |
| Integrity Financial Corp /WA | 18.2K | $1.17M | −$12K | Cut−$88.1K |
| MILESTONE ASSET MANAGEMENT, LLC | 17.9K | $1.15M | −$11.8K | Cut−$21.5K |
| High Net Worth Advisory Group LLC | 17.5K | $1.13M | −$6.3K | Added$505.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17.4K | $1.12M | −$11.4K | Cut−$48.6K |
| Westmount Partners, LLC | 17.3K | $1.11M | −$10.4K | Added$83.9K |
| Savant Capital, LLC | 17.2K | $1.11M | — | New |
| WBH ADVISORY INC | 17K | $1.1M | −$4.6K | Cut−$4.6K |
| Northstar Group, Inc. | 17K | $1.09M | −$11.2K | Cut−$11.2K |
| AE Wealth Management LLC | 15.8K | $1.02M | −$10.5K | Cut−$76.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.8K | $1.02M | −$10.4K | Cut−$760.4K |
| Clearstead Advisors, LLC | 15.6K | $1M | −$10.1K | Added$7.33K |
| Fidelity | 15.4K | $988.2K | −$8.39K | Added$163K |
| Sigma Planning Corp | 15.3K | $983K | −$10.1K | Cut−$230.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14.7K | $942.6K | −$10.1K | Cut−$436.3K |
| Bond & Devick Financial Network, Inc. | 14K | $903.1K | −$3.07K | Added$601K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 13.3K | $894.4K | — | New |
| Farther Finance Advisors, LLC | 13.6K | $878.9K | −$3.02K | Added$145.2K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 13.5K | $865.8K | −$8.88K | Cut−$107.6K |
| Summit Wealth Partners, LLC | 13.2K | $850.4K | −$8.32K | Added$30.7K |
| Adirondack Capital Advisors, LLC | 13K | $836.5K | −$8.58K | Cut−$8.58K |
| Beacon Pointe Advisors, LLC | 12.3K | $789.7K | −$8.1K | Cut−$8.1K |
| Cerity Partners LLC | 12.2K | $787.4K | −$7.8K | Added$20.6K |
| Stonebridge Financial Group, LLC | 11.9K | $764.4K | −$7.84K | Cut−$32.8K |
| Composition Wealth, LLC | 11.8K | $761.4K | −$7.32K | Added$40.2K |
| Greystone Financial Group, LLC | 11.8K | $757.8K | −$7.77K | Cut−$347.1K |
| New England Private Wealth Advisors LLC | 11.7K | $754.2K | −$7.74K | Cut−$7.74K |
| Brio Consultants, LLC | 11.1K | $751.8K | $29.4K | Added$97.1K |
| Sovereign Financial Group, Inc. | 11.7K | $750.8K | −$7.71K | Cut−$506K |
| Pure Financial Advisors, LLC | 11.6K | $745.1K | −$7.64K | Cut−$75.4K |
| PDS Planning, Inc | 11.6K | $743.8K | −$7.63K | Cut−$7.63K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.5K | $740.4K | −$6.55K | Added$94.8K |
| Golden State Wealth Management, LLC | 11.4K | $734.7K | −$7.55K | Cut−$14.4K |
| HFM Investment Advisors, LLC | 11.3K | $725.8K | −$7.34K | Cut−$56.5K |
| Fidato Wealth LLC | 11.3K | $724.8K | −$7.41K | Cut−$19.8K |
| Savvy Advisors, Inc. | 11.1K | $711.5K | −$4.55K | Added$263.1K |
| Valmark Advisers, Inc. | 11K | $707.3K | −$3.97K | Added$316K |
| Beacon Financial Advisory LLC | 11K | $706.8K | −$7.24K | Cut−$6.47K |
| Integrity Wealth Solutions LLC | 10.8K | $694.1K | −$7.12K | Cut−$6.79K |
| Renaissance Technologies | 10.7K | $688.5K | −$7.06K | Cut−$546.6K |
| World Investment Advisors | 10.7K | $687.8K | −$7.07K | Cut−$95K |
| Clearview Wealth Management LLC | 10.7K | $686.4K | — | Held |
| SCOTIA CAPITAL INC. | 10.7K | $685.6K | −$6.53K | Cut−$61.7K |
| CAHABA WEALTH MANAGEMENT, INC. | 10.6K | $682.5K | −$6.69K | Added$26.1K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 10.6K | $680.3K | −$6.98K | Cut−$351.1K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 10.3K | $663.2K | −$5.9K | Added$79.7K |
| NVWM, LLC | 10.1K | $651K | −$6.68K | Cut−$152.6K |
| Busey Bank | 10K | $645.2K | −$6.62K | Cut−$6.62K |
| IMG Wealth Management, Inc. | 9.93K | $639.1K | −$6.55K | Cut−$111.3K |
| Camarda Financial Advisors, LLC | 9.85K | $633.9K | −$6.5K | Cut−$34.6K |
| AMERIFLEX GROUP, INC. | 9.83K | $632.7K | −$6.48K | Cut−$149.4K |
| Cornerstone Planning Group LLC | 9.27K | $630K | $8.14K | Added$206.7K |
| PALISADE CAPITAL MANAGEMENT, LP | 9.74K | $627K | −$4.86K | Added$148.6K |
| Qube Research & Technologies Ltd | 9.65K | $621.3K | −$2.45K | Added$379.6K |
| EFG International AG | 9.63K | $619.5K | −$6.35K | Cut−$6.35K |
| Godshalk Welsh Capital Management, Inc. | 9.59K | $617.2K | −$6.25K | Added$1.93K |
| AdvisorNet Financial, Inc | 9.45K | $608.2K | −$6.24K | Cut−$117.5K |
| CWM, LLC | 9.44K | $607.5K | $561.6K | Added$607K |
| Creekside Partners | 9.37K | $603.2K | — | New |
| Coastal Bridge Advisors, LLC | 9.13K | $587.4K | −$6.02K | Cut−$375.9K |
| Trilogy Capital Inc. | 9.01K | $580.1K | −$5.94K | Cut−$102.6K |
| NICOLET BANKSHARES INC | 8.94K | $578.9K | — | New |
| SOA Wealth Advisors, LLC. | 9K | $578.9K | −$431 | Added$534.1K |
| Heirloom Wealth Management | 8.99K | $578.7K | −$5.63K | Added$24K |
| MOR Wealth Management, LLC | 8.94K | $575.5K | −$5.62K | Added$21.7K |
| Kingsview Wealth Management, LLC | 8.9K | $572.9K | −$5.88K | Cut−$7.18K |
| Vertrix Wealth Management, LLC | 8.84K | $568.5K | — | Held |
| Gladstone Institutional Advisory LLC | 8.79K | $565.8K | −$5.8K | Cut−$5.8K |
| New Capital Management LP | 8.72K | $561.1K | −$5.75K | Cut−$5.11K |
| FIDUCIARY FINANCIAL GROUP, LLC | 8.72K | $561K | −$5.64K | Added$5.36K |
| Transcendent Capital Group LLC | 8.59K | $552.9K | −$4.5K | Added$108.9K |
| Venturi Wealth Management, LLC | 8.52K | $548.1K | −$4.98K | Added$56.6K |
| Summit Financial Wealth Advisors, LLC | 8.48K | $545.7K | −$5.6K | Cut−$13.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 8.34K | $536.7K | −$5.12K | Added$32.6K |
| Mountain Capital Investment Advisors Inc. | 7.95K | $536.6K | $8.68K | Added$17.4K |
| Orin Green Financial, LLC | 8.1K | $521.2K | −$5.27K | Added$2.13K |
| Centerline Wealth Advisors, LLC | 8.03K | $516.8K | −$5.31K | Cut−$901.9K |
| OpenArc Corporate Advisory, LLC | 8.03K | $516.5K | −$5.27K | Cut−$3.09K |
| Procyon Advisors, LLC | 7.87K | $506.3K | — | New |
| Archford Capital Strategies, LLC | 7.69K | $494.9K | −$5.07K | Cut−$57.1K |
| OPPENHEIMER & CO INC | 7.69K | $494.6K | −$2.77K | Added$221.7K |
| Medallion Wealth Advisors, LLC | 7.62K | $490.4K | −$5.03K | Cut−$5.03K |
| CIBC Bancorp USA Inc. | 7.54K | $485.1K | — | Held |
| Orcam Financial Group | 7.45K | $479.3K | −$3.93K | Added$93.1K |
| CITIZENS FINANCIAL GROUP INC/RI | 7.39K | $475.4K | −$4.88K | Cut−$4.88K |
| Cresset Asset Management, LLC | 7.34K | $472.5K | −$4.84K | Cut−$4.84K |
| Cerity Partners Retirement Plan Advisors LLC | 7.43K | $468.9K | — | Held |
| Continuum Advisory, LLC | 7.24K | $465.6K | −$4.04K | Added$65.8K |
| MISSION WEALTH MANAGEMENT, LP | 7.19K | $462.9K | −$4.76K | Cut−$212.3K |
| Steward Partners Investment Advisory, LLC | 7.14K | $459.2K | −$4.71K | Cut−$5.68K |
| MATHER GROUP, LLC. | 7.12K | $458.2K | — | New |
| Modera Wealth Management, LLC | 7.11K | $457.8K | −$4.69K | Cut−$206.8K |
| HARBOR INVESTMENT ADVISORY, LLC | 7.07K | $454.7K | −$4.66K | Cut−$6.94K |
| ADVISORTRUST PARTNERS, LLC | 6.9K | $444K | — | New |
| Redwood Park Advisors LLC | 6.89K | $443.3K | −$4.35K | Added$14.4K |
| Hubbell Strickland Wealth Management, LLC | 6.81K | $438.5K | −$4.5K | Cut−$4.5K |
| Buttonwood Financial Group, LLC | 6.64K | $427.5K | −$11K | Cut−$128.7K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.64K | $427.3K | −$4.38K | Cut−$50.3K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 6.59K | $424.3K | −$4.35K | Cut−$4.61K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.55K | $424.2K | −$1.51K | Added$60.6K |
| Annis Gardner Whiting Capital Advisors, LLC | 6.57K | $423K | −$4.34K | Cut−$4.34K |
| Morton Brown Family Wealth, LLC | 6.46K | $416K | −$4.26K | Cut−$3.75K |
| CoreCap Advisors, LLC | 6.45K | $415K | −$4.26K | Cut−$5.3K |
| BCV Asset Management Inc. | 6.44K | $414.3K | — | New |
| XML Financial, LLC | 6.2K | $398.7K | −$4.09K | Cut−$4.09K |
| Jaffetilchin Investment Partners, LLC | 6.18K | $397.8K | −$3.95K | Added$8.28K |
| Sunbelt Securities, Inc. | 6.12K | $393.9K | −$4.04K | Cut−$59.1K |
| Advance Capital Management, Inc. | 6.1K | $392.7K | — | New |
| DORVAL Corp | 6.08K | $391.2K | −$4.01K | Cut−$4.01K |
| Saxony Capital Management, LLC | 6.04K | $388.9K | −$3.94K | Added$1.28K |
| Ballast Rock Private Wealth LLC | 6.02K | $387.3K | −$3.97K | Cut−$3.45K |
| Advisory Services Network, LLC | 6.02K | $387.3K | −$3.43K | Added$50.8K |
| Premier Private Wealth Management LLC | 5.99K | $385.3K | −$12.8K | Cut−$11.5K |
| RDA Financial Network | 5.97K | $384.2K | −$3.94K | Cut−$3.94K |
| Box Hill Private Wealth LLC | 5.92K | $380.9K | — | New |
| Maia Wealth LLC | 5.89K | $379.3K | −$13.9K | Cut−$13.9K |
| Boston Standard Wealth Management, LLC | 5.81K | $376K | −$1.53K | Cut−$32.4K |
| Destiny Wealth Partners, LLC | 5.75K | $370.3K | −$11.9K | Cut−$11.9K |
| GHP Investment Advisors, Inc. | 5.74K | $369.2K | — | New |
| Cardinal Point Capital Management ULC | 5.71K | $367.5K | −$3.75K | Cut−$1.82K |
| Merit Financial Group, LLC | 5.66K | $364.2K | −$3.74K | Cut−$40.1K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5.51K | $354.4K | −$2.9K | Added$69.7K |
| Peregrine Asset Advisers, Inc. | 5.5K | $354.1K | −$3.63K | Cut−$5.91K |
Who left
- BARCLAYS PLC$27.3M
- CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.37M
- AVALON CAPITAL MANAGEMENT$2.22M
- Global Assets Advisory, LLC$2.02M
- VICTORY CAPITAL MANAGEMENT INC$1.86M
- GTS SECURITIES LLC$1.82M
- CAPITAL INSIGHT PARTNERS, LLC$1.37M
- Waterloo Capital, L.P.$1.28M
- Orion Porfolio Solutions, LLC$1.11M
- J.W. COLE ADVISORS, INC.$1.04M
- Eddie Patel Inc$969.4K
- Diversify Advisory Services, LLC$672.2K
- New Harbor Financial Group, LLC$611.1K
- Envestnet Portfolio Solutions, Inc.$593.1K
- Prospera Financial Services Inc$464.8K
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.