Stock
Reported value
$614.2M
Holders
291
+36 new · −26 exited
Holders’ est. mark
−$4.03M
Price effect on 224 books still in the name
Largest holder
$143.4M
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $700.9K
- Fidelity0.0% · $223.3K
- Icahn Capital0.0% · $370.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 3.03M | $143.4M | −$1.05M | Added$3.95M |
| LPL Financial LLC | 1.26M | $59.6M | −$452.8K | Cut−$1.17M |
| MORGAN STANLEY | 714.7K | $33.9M | −$257.3K | Cut−$7.02M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 560K | $26.5M | −$191.4K | Added$1.15M |
| ROYAL BANK OF CANADA | 336.7K | $15.9M | −$115.2K | Added$558K |
| Weitzel Financial Services, Inc. | 313.1K | $14.8M | −$129.5K | Added$430.7K |
| WELLS FARGO & COMPANY/MN | 293.2K | $13.9M | −$105.5K | Cut−$12.1M |
| BANK OF AMERICA CORP /DE/ | 287.5K | $13.6M | −$103.4K | Cut−$368.6K |
| AJ Advisors, LLC | 274.9K | $13M | −$96.9K | Added$176.4K |
| AMERIPRISE FINANCIAL INC | 262.4K | $12.4M | −$98K | Cut−$5.17M |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 260K | $12.3M | — | New |
| Cetera Investment Advisers | 215.8K | $10.2M | −$77.7K | Cut−$202.4K |
| Weaver Consulting Group | 176.4K | $8.36M | −$62.7K | Added$43K |
| COMMONWEALTH EQUITY SERVICES, LLC | 155.8K | $7.38M | −$52.2K | Added$458.4K |
| OSAIC HOLDINGS, INC. | 151K | $7.15M | −$51.7K | Added$321.6K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 149.7K | $7.09M | −$51.2K | Added$300K |
| Investment Advisory Group, LLC | 149.3K | $7.07M | −$52.3K | Added$142.6K |
| GTS SECURITIES LLC | 140.7K | $6.67M | −$7.39K | Added$5.68M |
| Focus Financial Network, Inc. | 115.9K | $5.49M | −$35.6K | Added$762.9K |
| Royal Fund Management, LLC | 110.5K | $5.23M | −$39.7K | Cut−$206.4K |
| RAYMOND JAMES FINANCIAL INC | 102.1K | $4.84M | −$36.8K | Cut−$16.2M |
| Western Wealth Management, LLC | 95.3K | $4.51M | −$33.6K | Added$52.6K |
| TRUIST FINANCIAL CORP | 89.3K | $4.23M | −$32.1K | Cut−$98.6K |
| Waverly Advisors, LLC | 84.8K | $4.02M | −$30K | Added$33.4K |
| Ellenbecker Investment Group | 81.2K | $3.85M | −$28.3K | Added$94.7K |
| ENVESTNET ASSET MANAGEMENT INC | 80.7K | $3.82M | −$27.1K | Added$226.6K |
| Hershey Financial Advisers, LLC | 79.8K | $3.78M | — | New |
| Onyx Bridge Wealth Group LLC | 77.7K | $3.68M | −$27.9K | Cut−$45.5K |
| Taylor Financial Group, Inc. | 77.6K | $3.68M | −$26.8K | Added$119.9K |
| Focus Partners Wealth | 77K | $3.65M | −$27.7K | Cut−$62K |
| Consilium Wealth Advisory, LLC | 76.6K | $3.63M | −$27.6K | Cut−$771.2K |
| Ameritas Advisory Services, LLC | 75.9K | $3.6M | −$27.3K | Cut−$114.4K |
| Brookstone Capital Management | 73.2K | $3.47M | −$26K | Added$17.8K |
| SEEDS INVESTOR LLC | 70.8K | $3.44M | $61.6K | Cut−$369.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68.5K | $3.24M | −$58.9K | Cut−$1.13M |
| JPMORGAN CHASE & CO | 67.2K | $3.14M | −$19K | Added$2.24M |
| Mutual Advisors, LLC | 66.2K | $3.14M | −$23.8K | Cut−$89.1K |
| VVR Holdings LLC | 61.3K | $2.9M | −$22.1K | Cut−$194.6K |
| Kestra Advisory Services, LLC | 60.8K | $2.88M | −$18.6K | Added$412.6K |
| Private Advisor Group, LLC | 57.8K | $2.74M | −$20.4K | Added$36.9K |
| JIM SAULNIER & ASSOCIATES, LLC | 56.7K | $2.69M | −$17.2K | Added$407.8K |
| ASPIRIANT, LLC | 49.7K | $2.35M | −$16.3K | Added$194.6K |
| TRUE Private Wealth Advisors | 49.5K | $2.35M | −$17.8K | Cut−$60.5K |
| Enclave Advisors LLC | 46.3K | $2.19M | −$16.7K | Cut−$68.8K |
| Beacon Financial Advisory LLC | 44.2K | $2.1M | −$15.7K | Added$8.89K |
| Manske Wealth Management | 42K | $1.99M | −$15.1K | Cut−$39K |
| STIFEL FINANCIAL CORP | 37.8K | $1.79M | −$13.6K | Cut−$111.5K |
| LifePlan Financial, LLC | 37.3K | $1.77M | −$11.5K | Added$239.6K |
| DENVER WEALTH MANAGEMENT, INC. | 36K | $1.71M | −$7.15K | Added$760.3K |
| HUB Investment Partners, LLC | 35.4K | $1.68M | −$12.8K | Cut−$11.8M |
| NATIONAL BANK OF CANADA /FI/ | 33.9K | $1.6M | −$7.95K | Added$573.2K |
| UBS Group AG | 33.5K | $1.59M | −$12K | Cut−$8.14K |
| HANOVER ADVISORS INC | 32.7K | $1.55M | −$11.8K | Cut−$2.21M |
| MILESTONE ASSET MANAGEMENT, LLC | 32K | $1.51M | −$11.5K | Cut−$20.2K |
| High Net Worth Advisory Group LLC | 31.6K | $1.5M | −$7.63K | Added$485K |
| Legacy Wealth Partners, LLC | 31K | $1.47M | −$11.2K | Cut−$120.2K |
| PATTON ALBERTSON MILLER GROUP, LLC | 30.6K | $1.45M | −$11K | Cut−$568.5K |
| HARBOUR INVESTMENTS, INC. | 30K | $1.42M | −$9.19K | Added$203.9K |
| JONES FINANCIAL COMPANIES LLLP | 30.2K | $1.41M | −$23.9K | Added$351.2K |
| Prosperity Consulting Group, LLC | 29K | $1.38M | −$10.1K | Added$39.3K |
| Mariner, LLC | 28.2K | $1.34M | −$5.12K | Added$660.6K |
| INSIGNEO ADVISORY SERVICES, LLC | 27.9K | $1.32M | −$10K | Cut−$9.57K |
| Godshalk Welsh Capital Management, Inc. | 27.2K | $1.29M | −$7.85K | Added$249.1K |
| BlueStem Wealth Partners, LLC | 26.1K | $1.24M | −$9.39K | Cut−$10.2K |
| Gallacher Capital Management LLC | 25.3K | $1.2M | −$9.1K | Cut−$79K |
| INDEPENDENT FINANCIAL GROUP, LLC | 24.6K | $1.17M | −$8.86K | Cut−$13.6K |
| RDA Financial Network | 24.3K | $1.15M | −$8.74K | Cut−$27.8K |
| Rothschild Wealth LLC | 23.8K | $1.13M | −$7.93K | Added$78.7K |
| Integrated Wealth Concepts LLC | 23.8K | $1.13M | −$6.11K | Added$318.3K |
| American Trust | 23.6K | $1.12M | −$8.5K | Cut−$102.8K |
| KMG FIDUCIARY PARTNERS, LLC | 22.7K | $1.08M | −$8.15K | Cut−$27.3K |
| Fort Henry Capital, LLC | 22.7K | $1.07M | −$8.12K | Cut−$2.29K |
| Sovereign Financial Group, Inc. | 21.9K | $1.04M | −$7.91K | Cut−$19.4K |
| One Capital Management, LLC | 21.9K | $1.04M | −$7.87K | Cut−$252.5K |
| Avior Wealth Management, LLC | 21.6K | $1.02M | −$7.64K | Added$10.3K |
| Global Financial Private Client, LLC | 21.3K | $1.01M | −$7.59K | Added$7.48K |
| BLAIR WILLIAM & CO/IL | 21K | $993.9K | — | New |
| EIGHT 31 FINANCIAL, LLC | 20.9K | $988.3K | −$7.51K | Cut−$8.61K |
| Thrive Capital Management, LLC | 20.3K | $959.6K | −$7.31K | Cut−$13.7K |
| World Investment Advisors | 19.7K | $935.4K | −$6.85K | Added$27.4K |
| RITHOLTZ WEALTH MANAGEMENT | 19.4K | $917.6K | −$6.97K | Cut−$61.5K |
| Strategic Blueprint, LLC | 19.2K | $909.5K | −$3.16K | Added$491.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | 19.1K | $905.2K | −$6.88K | Cut−$78.3K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 19.1K | $903.8K | −$6.43K | Added$51.6K |
| CGN Advisors LLC | 19.1K | $903.4K | −$2.1K | Added$624.4K |
| HighTower Advisors, LLC | 18.2K | $862.1K | −$6.61K | Cut−$73.9K |
| Equitable Holdings, Inc. | 17.6K | $838.6K | −$1.25K | Added$536K |
| MARINO, STRAM & ASSOCIATES LLC | 17.7K | $837.2K | −$6.36K | Cut−$6.36K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 17K | $807.5K | −$5.12K | Added$128.3K |
| Legacy Financial Group LLC | 16.9K | $799.9K | −$16.9K | Cut−$7.67K |
| MONEY CONCEPTS CAPITAL CORP | 16.3K | $770.3K | −$5.13K | Added$90.3K |
| Redhawk Wealth Advisors, Inc. | 15.4K | $727.4K | −$3.93K | Added$209.8K |
| Northstar Group, Inc. | 15.3K | $724.5K | −$5.51K | Cut−$70.2K |
| MML INVESTORS SERVICES, LLC | 15.2K | $721.6K | −$5.48K | Cut−$182.3K |
| Mesirow Financial Investment Management, Inc. | 15.1K | $715.6K | −$5.29K | Added$15.3K |
| AlTi Global, Inc. | 15K | $711.2K | −$5.4K | Cut−$14K |
| Citadel | 14.8K | $700.9K | −$2.82K | Added$327.5K |
| Waterloo Capital, L.P. | 14.7K | $697K | −$3.89K | Added$181.6K |
| Concurrent Investment Advisors, LLC | 14.7K | $694.3K | −$4.98K | Added$33.9K |
| CENTRAL TRUST Co | 14.3K | $678.8K | −$3.68K | Added$190.6K |
| Steward Partners Investment Advisory, LLC | 14.2K | $670.4K | −$5.09K | Cut−$94.1K |
| GILPIN WEALTH MANAGEMENT, LLC | 14.1K | $669.4K | −$4.79K | Added$34.4K |
| MAI Capital Management | 14K | $664.5K | −$5.03K | Cut−$37.2K |
| POTENTIA WEALTH | 13.8K | $655.4K | −$2.17K | Added$367.2K |
| Retireful, LLC | 13.7K | $650.7K | — | New |
| Advisory Services Network, LLC | 13.4K | $636.2K | −$4.84K | Cut−$17.3K |
| SteelPeak Wealth, LLC | 13K | $613.6K | −$4.66K | Cut−$73.3K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 12.8K | $607.9K | −$4.62K | Cut−$102.3K |
| Visionary Wealth Advisors | 12.8K | $604.8K | −$4.21K | Added$46.2K |
| AE Wealth Management LLC | 12.6K | $596.2K | −$4.53K | Cut−$33.4K |
| Wealth Forward, LLC | 12.3K | $585K | −$4.04K | Added$49.3K |
| Cerity Partners LLC | 12.3K | $582.9K | −$2.03K | Added$324.4K |
| Summit Wealth Partners, LLC | 12.1K | $572.1K | −$4.33K | Cut−$46.5K |
| Armstrong, Fleming & Moore, Inc | 12K | $570.4K | −$4.33K | Cut−$4.33K |
| BridgePort Financial Solutions, LLC | 11.9K | $564.7K | −$3.93K | Added$43.7K |
| Sigma Planning Corp | 11.7K | $552.3K | −$4.19K | Cut−$137K |
| Integrity Financial Corp /WA | 11.4K | $541.3K | −$4.1K | Cut−$2.59K |
| Stratos Wealth Partners, LTD. | 11.3K | $536.7K | −$3.98K | Added$8.76K |
| Mosley Wealth Management | 10.7K | $509.5K | −$980 | Cut−$980 |
| MPS Loria Financial Planners, LLC | 10.7K | $508K | −$3.8K | Added$4.49K |
| OneDigital Investment Advisors LLC | 10.7K | $504.7K | −$3.12K | Added$91.8K |
| Ausdal Financial Partners, Inc. | 10.6K | $500.9K | −$3.8K | Cut−$40.2K |
| INVESTMENT PARTNERS, LTD. | 10.5K | $499.3K | −$3.79K | Cut−$3.79K |
| UNIQUE WEALTH, LLC | 10.5K | $497.4K | −$3.78K | Cut−$205.6K |
| Clear Creek Financial Management, LLC | 10.5K | $495.2K | −$3.74K | Cut−$30.4K |
| L.K. Benson & Company, P.C. | 10.4K | $491K | — | New |
| BANK OF MONTREAL /CAN/ | 10.2K | $482.7K | −$2.32K | Added$173.9K |
| Ascent Group, LLC | 10.2K | $481.8K | −$3.43K | Added$26.8K |
| Heirloom Wealth Management | 10.1K | $478.7K | −$3.27K | Added$44.7K |
| Tempus Wealth Planning, LLC | 9.58K | $453.9K | −$3.11K | Added$41.5K |
| Moss Adams Wealth Advisors LLC | 9.38K | $444.1K | −$3.35K | Added$253 |
| Mendel Capital Management LLC | 9.28K | $439.6K | — | Held |
| GWN SECURITIES INC. | 9.21K | $436.1K | −$3.32K | Cut−$20.5K |
| SimpliFi, Inc. | 9.09K | $430.4K | −$2.99K | Added$34.2K |
| Capital Asset Managemnet, LLC | 9.07K | $429.8K | −$3.16K | Added$11K |
| Wealthcare Advisory Partners LLC | 8.83K | $418.5K | −$3.18K | Cut−$3.18K |
| Kastel Capital Advisors, LLC | 8.44K | $402.9K | $0 | Held |
| Fort Point Capital Partners LLC | 8.41K | $398.5K | −$8.16K | Cut−$13.1K |
| Plan Group Financial, LLC | 8.39K | $397.4K | −$3.05K | Cut−$60.7K |
| First Heartland Consultants, Inc. | 8.34K | $395.1K | −$3K | Cut−$14.8K |
| Premier Private Wealth Management LLC | 8.33K | $394.8K | −$8.9K | Cut−$4.5K |
| Lido Advisors, LLC | 8.31K | $393.6K | −$1.68K | Added$12.8K |
| RTD Financial Advisors, Inc. | 8.17K | $387.1K | −$2.92K | Cut−$30.6K |
| Bay Harbor Wealth Management, LLC | 8.15K | $386.2K | −$2.91K | Cut−$71 |
| CAPTRUST FINANCIAL ADVISORS | 8.1K | $383.9K | −$2.93K | Cut−$20.7K |
| Federation des caisses Desjardins du Quebec | 8.09K | $383.4K | −$2.91K | Cut−$82K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8.08K | $382.8K | — | New |
| Vestmark Advisory Solutions, Inc. | 8.08K | $382.8K | — | New |
| IHT Wealth Management, LLC | 7.94K | $376.3K | −$2.86K | Cut−$2.86K |
| Westmount Partners, LLC | 7.94K | $376.2K | −$2.55K | Added$38.2K |
| CFO4Life Group, LLC | 7.93K | $375.9K | −$2.86K | Cut−$2.86K |
| Icahn Capital | 7.82K | $370.4K | −$2.53K | Added$35K |
| GeoWealth Management, LLC | 7.74K | $366.8K | −$2.77K | Cut−$26.1K |
| Phil A. Younker & Associates, Ltd. | 7.61K | $360.4K | — | New |
| RFG Advisory, LLC | 7.39K | $350.1K | −$2.66K | Cut−$2.66K |
| CIBC Bancorp USA Inc. | 7.03K | $333K | — | Held |
| Xena Financial Planning, LLC | 6.96K | $329.7K | −$2.51K | Cut−$2.51K |
| Cornerstone Planning Group LLC | 6.64K | $325.7K | $1.52K | Added$137.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 6.8K | $322K | −$2.41K | Cut−$4.94K |
| Arax Advisory Partners | 6.74K | $319.3K | −$2.38K | Added$2.26K |
| Bright Futures Wealth Management, LLC. | 6.7K | $317.2K | −$2.41K | Cut−$48.5K |
| Leading Edge Financial Planning LLC | 6.6K | $312.5K | −$2.38K | Cut−$2.38K |
| Claro Advisors Inc. | 6.45K | $305.5K | −$2.32K | Cut−$2.32K |
| GHP Investment Advisors, Inc. | 6.43K | $304.5K | — | New |
| Syverson Strege & Co | 6.42K | $304.1K | −$2.31K | Cut−$122.1K |
| EP Wealth Advisors, LLC | 6.36K | $301.5K | — | New |
| Archford Capital Strategies, LLC | 6.28K | $297.6K | −$2.26K | Cut−$27.1K |
| Independent Advisor Alliance | 6K | $284.4K | — | New |
| Orion Porfolio Solutions, LLC | 5.99K | $284K | −$1.63K | Added$68.9K |
| Rockefeller Capital Management L.P. | 5.87K | $277.9K | −$2.12K | Cut−$9.9K |
| PFG Advisors | 5.8K | $275K | — | New |
| Integrity Wealth Solutions LLC | 5.78K | $273.9K | −$1.92K | Added$19K |
| Aprio Wealth Management, LLC | 5.7K | $270K | −$2.05K | Cut−$2.05K |
| MKD WEALTH COACHES, LLC | 5.68K | $269.2K | −$2.05K | Cut−$17.8K |
| Empirical Asset Management, LLC | 5.68K | $268.9K | −$2.04K | Cut−$2.04K |
| Focus Partners Advisor Solutions, LLC | 5.65K | $267.8K | — | New |
| Creative Planning | 5.57K | $263.7K | −$2K | Cut−$98.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.36K | $260.2K | — | New |
| SCOTIA CAPITAL INC. | 5.48K | $259.8K | −$1.97K | Cut−$1.97K |
| Sherman Wealth Management LLC | 5.38K | $255K | −$1.94K | Cut−$2.56K |
| Efficient Advisors, LLC | 5.34K | $253K | −$1.9K | Cut−$96.5K |
| TPG Financial Advisors, LLC | 5.32K | $252.2K | −$1.67K | Added$31.1K |
| Kovack Advisors, Inc. | 5.3K | $251.4K | — | New |
| Farther Finance Advisors, LLC | 5.19K | $246.7K | −$691 | Added$75.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.16K | $244.6K | — | New |
| FIDUCIARY FINANCIAL GROUP, LLC | 5.16K | $244.2K | −$1.86K | Cut−$2.05K |
| CWM, LLC | 5.16K | $244.2K | $244K | Added$243.9K |
| Sightline Wealth Advisors, LLC | 5.11K | $242.2K | −$1.83K | Cut−$19K |
| Venturi Wealth Management, LLC | 5.04K | $238.6K | −$1.72K | Added$10.2K |
| McKinley Carter Wealth Services, Inc. | 5.01K | $237.5K | −$1.8K | Cut−$11.9K |
| KilterHowling LLC | 5K | $236.8K | −$1.8K | Cut−$2.73M |
| First Commonwealth Financial Corp /PA/ | 5K | $236.8K | −$1.8K | Cut−$1.8K |
| &PARTNERS | 4.99K | $236.4K | −$1.8K | Cut−$16.1K |
| Coordinated Financial Services, Inc. | 4.92K | $233K | −$1.66K | Added$13K |
| Smith Partners Wealth Management, LLC | 4.8K | $227.5K | −$1.73K | Cut−$90.4K |
| CoreCap Advisors, LLC | 4.79K | $226.9K | −$1.55K | Added$21K |
| Dynamic Advisor Solutions LLC | 4.79K | $226.7K | −$1.72K | Cut−$5.45K |
| MISSION WEALTH MANAGEMENT, LP | 4.79K | $226.7K | −$1.72K | Cut−$63.7K |
| National Wealth Management Group, LLC | 4.78K | $226.5K | −$1.72K | Cut−$98.3K |
| RWA WEALTH PARTNERS, LLC | 4.74K | $224.6K | −$1.67K | Added$3.69K |
| Fidelity | 4.71K | $223.3K | −$1.49K | Added$21.3K |
| Walser Wealth Management Company, A Ltd Liability Co | 4.67K | $221.4K | — | New |
| Cardinal Point Capital Management ULC | 4.58K | $217.1K | −$1.65K | Cut−$1.65K |
| Atria Investments, Inc | 4.55K | $215.4K | −$1.64K | Cut−$16.8K |
| Madrid Financial Services | 4.51K | $213.9K | — | Held |
| Kingsview Wealth Management, LLC | 4.41K | $208.9K | −$1.58K | Cut−$394 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.37K | $207.1K | — | New |
| Sanctuary Advisors, LLC | 4.29K | $203K | — | New |
| WEALTHGARDEN F.S. LLC | 4.23K | $200.4K | −$4.57K | Cut−$4.57K |
| Geneos Wealth Management Inc. | 4.19K | $198.5K | −$853 | Added$85.4K |
| JFS WEALTH ADVISORS, LLC | 3.96K | $187.8K | −$1.43K | Cut−$15.5K |
| Allworth Financial LP | 3.95K | $187K | −$1.38K | Added$9K |
| PROATHLETE WEALTH MANAGEMENT LLC | 3.72K | $176.2K | −$1.34K | Cut−$1.34K |
| Qube Research & Technologies Ltd | 3.42K | $161.8K | −$541 | Added$90.1K |
| Blue Trust, Inc. | 3.38K | $160.1K | −$1.22K | Cut−$52.3K |
| IMA Advisory Services, Inc. | 3.19K | $151.2K | −$1.15K | Cut−$1.15K |
| Root Financial Partners, LLC | 2.92K | $138.6K | −$1.05K | Cut−$1.05K |
| SOA Wealth Advisors, LLC. | 2.72K | $128.8K | −$979 | Cut−$979 |
| EVOLUTION WEALTH MANAGEMENT INC. | 2.52K | $119.4K | −$43 | Added$113.7K |
| Parallel Advisors, LLC | 2.43K | $115.1K | −$871 | Cut−$54.5K |
| NBC SECURITIES, INC. | 2.38K | $112.7K | −$857 | Cut−$857 |
| AdvisorNet Financial, Inc | 2.25K | $106.6K | −$812 | Cut−$27.9K |
| Sunbelt Securities, Inc. | 2.12K | $100.3K | −$762 | Cut−$762 |
| Darwin Wealth Management, LLC | 2.1K | $99.4K | −$750 | Cut−$14.8K |
| Founders Financial Alliance, LLC | 1.9K | $90.1K | −$686 | Cut−$686 |
| Salomon & Ludwin, LLC | 1.74K | $82.1K | −$1.37K | Cut−$1.66K |
| Capital Investment Advisory Services, LLC | 1.73K | $81.9K | −$622 | Cut−$622 |
| BROWN BROTHERS HARRIMAN & CO | 1.65K | $77.9K | −$592 | Cut−$592 |
| HFM Investment Advisors, LLC | 1.63K | $77.3K | −$543 | Cut−$47.9K |
| 1 NORTH WEALTH SERVICES LLC | 1.6K | $75.6K | −$485 | Added$11.4K |
| Pacific Center for Financial Services | 1.59K | $75.5K | −$359 | Added$920 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.5K | $71.3K | −$285 | Cut−$285 |
| HARBOR INVESTMENT ADVISORY, LLC | 1.49K | $70.6K | −$524 | Added$1.23K |
| JNBA Financial Advisors | 1.38K | $65.2K | −$490 | Added$221 |
| McIlrath & Eck, LLC | 1.25K | $59.2K | −$450 | Cut−$26.7K |
| Rossby Financial, LCC | 1.24K | $58.8K | −$235 | Cut−$235 |
| Comprehensive Financial Planning, Inc./PA | 1.21K | $57.1K | −$435 | Cut−$435 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.18K | $56K | −$426 | Cut−$3.96K |
| Golden State Equity Partners | 1.11K | $52.5K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 883 | $41.8K | −$264 | Added$6.89K |
| ASSETMARK, INC | 724 | $34.3K | −$261 | Cut−$261 |
| SouthState Bank Corp | 663 | $31.4K | −$238 | Cut−$238 |
| Sound Income Strategies, LLC | 649 | $30.9K | −$481 | Cut−$481 |
| WOLFF WIESE MAGANA LLC | 632 | $30K | −$228 | Cut−$228 |
| Capital Advisor Network LLC | 609 | $28.8K | — | Held |
| My Portfolio Guide, LLC | 597 | $28.3K | — | Held |
| Bogart Wealth, LLC | 595 | $28.2K | −$214 | Cut−$214 |
| ADVISORTRUST PARTNERS, LLC | 550 | $26.1K | — | New |
| Archer Investment Corp | 522 | $24.7K | −$199 | Cut−$5.59K |
| Lodestone Wealth Management LLC | 513 | $24.3K | −$185 | Cut−$185 |
Who left
- NewEdge Advisors, LLC$1.16M
- J.W. COLE ADVISORS, INC.$1.11M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$465.6K
- OPPENHEIMER ASSET MANAGEMENT INC.$451.8K
- StoneX Group Inc.$436K
- Paragon Advisors, LLC$417.7K
- Gladstone Institutional Advisory LLC$371K
- Worth Financial Advisory Group, LLC$348.9K
- PRIVATE CLIENT SERVICES, LLC$262.9K
- NOMURA ASSET MANAGEMENT CO LTD$262.5K
- TBH Global Asset Management, LLC$260.6K
- Financial Enhancement Group LLC$252.2K
- CacheTech Inc.$237.1K
- Adams Wealth Management$237.1K
- Aquire Wealth Advisors, LLC$206.7K
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.