Stock
Reported value
$361M
Holders
117
+8 new · −3 exited
Holders’ est. mark
−$1.41M
Price effect on 107 books still in the name
Largest holder
$71.6M
Focus Partners Wealth
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $17.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Focus Partners Wealth | 1.62M | $71.6M | −$173.9K | Added$34.7M |
| BlackRock, Inc. | 1.13M | $50.2M | −$212.5K | Added$5.17M |
| JPMORGAN CHASE & CO | 598.6K | $26.5M | −$133.3K | Added$1.03M |
| LPL Financial LLC | 428K | $19M | −$82.2K | Added$1.55M |
| Portland Global Advisors LLC | 390.3K | $17.3M | −$80K | Added$332.8K |
| FARMERS & MERCHANTS INVESTMENTS INC | 320.6K | $14.2M | −$63K | Added$853.1K |
| Prosperity Planning, Inc. | 308.6K | $13.7M | −$60.1K | Added$925.5K |
| OneDigital Investment Advisors LLC | 251.5K | $11.1M | −$47.5K | Added$1.07M |
| Northland Capital Management LLC | 237.6K | $10.5M | −$49.9K | Cut−$19.7M |
| DEUTSCHE BANK AG\ | 207.4K | $9.2M | −$42.3K | Added$226.2K |
| McGuire Investment Group, LLC | 171K | $7.58M | −$35.9K | Cut−$213.1K |
| MORGAN STANLEY | 170.2K | $7.54M | −$26.8K | Added$1.86M |
| Financial Engines Advisors L.L.C. | 139.6K | $6.19M | −$29.3K | Cut−$498.5K |
| Beverly Hills Private Wealth, LLC | 139.1K | $6.17M | −$28.2K | Added$189.7K |
| Sanctuary Advisors, LLC | 134.5K | $5.96M | −$25.4K | Added$566.4K |
| CROBAN | 114.8K | $5.09M | −$23.5K | Added$331.5K |
| BANK OF AMERICA CORP /DE/ | 99.1K | $4.39M | −$8.27K | Added$2.64M |
| ENVESTNET ASSET MANAGEMENT INC | 90.3K | $4M | −$18.8K | Added$28.2K |
| UBS Group AG | 89.6K | $3.97M | −$17.8K | Added$203.1K |
| Avise Financial Cooperative, Inc. | 87.6K | $3.88M | −$18.2K | Added$20.8K |
| GUIDANCE CAPITAL, INC | 74K | $3.27M | −$7.26K | Added$2.54M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 56.3K | $2.49M | −$10.6K | Added$199.8K |
| Sunflower Bank, N.A. | 55.4K | $2.45M | −$11.6K | Cut−$11.6K |
| JANE STREET GROUP, LLC | 52.4K | $2.32M | −$7.74K | Added$681.1K |
| LifePlan Financial, LLC | 51.4K | $2.28M | −$10.2K | Added$113.5K |
| MYECFO, LLC | 49.9K | $2.21M | −$9.65K | Added$166.8K |
| Procyon Advisors, LLC | 47.6K | $2.11M | −$10K | Cut−$110.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 47.6K | $2.11M | −$9.75K | Added$42.7K |
| HighTower Advisors, LLC | 47K | $2.08M | −$9.87K | Cut−$9.91K |
| KICKSTAND VENTURES, LLC. | 45.5K | $2.01M | −$9.43K | Added$13.8K |
| GOLDMAN SACHS GROUP INC | 41.5K | $1.84M | — | New |
| TSA Wealth Managment LLC | 39.6K | $1.75M | −$8.31K | Cut−$216.8K |
| RAYMOND JAMES FINANCIAL INC | 37.3K | $1.65M | −$7.82K | Cut−$55.1K |
| 5T Wealth, LLC | 37.1K | $1.65M | −$7.59K | Added$35.8K |
| McCartney Wealth Management LLC | 36.3K | $1.61M | −$7.46K | Added$28.4K |
| OSAIC HOLDINGS, INC. | 33.5K | $1.49M | −$1.04K | Added$1.27M |
| Curi Capital, LLC | 32.1K | $1.42M | −$5.66K | Added$220.4K |
| Private Advisor Group, LLC | 30.7K | $1.36M | −$6.41K | Cut−$4.28K |
| AMERIPRISE FINANCIAL INC | 30.6K | $1.35M | −$6.43K | Cut−$94.4K |
| CHAPMAN FINANCIAL GROUP, LLC | 29.6K | $1.31M | −$5.9K | Added$58.6K |
| CFS Investment Advisory Services, LLC | 28.8K | $1.29M | $4.78K | Added$106.6K |
| Bigelow Investment Advisors, LLC | 28K | $1.24M | −$5.89K | Cut−$821.1K |
| Horst & Graben Wealth Management LLC | 25.6K | $1.14M | $769 | Cut−$15.5K |
| Kelman-Lazarov, Inc. | 25.7K | $1.14M | −$5.36K | Cut−$473.1K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 23.1K | $1.03M | −$4.15K | Cut−$4.16K |
| DMC Group, LLC | 21.6K | $956K | −$4.53K | Cut−$28.2K |
| Focus Financial Network, Inc. | 20.7K | $919.3K | −$4.35K | Cut−$934K |
| Planned Solutions, Inc. | 17.9K | $792.9K | −$3.71K | Cut−$4.65K |
| Csenge Advisory Group | 16.1K | $712K | −$2.38K | Added$208.1K |
| WBH ADVISORY INC | 15.4K | $681.5K | −$4.01K | Cut−$9.94K |
| MML INVESTORS SERVICES, LLC | 15K | $665.5K | −$3.18K | Cut−$361.2K |
| Sequoia Financial Advisors, LLC | 14.7K | $652.3K | −$3.09K | Cut−$47.2K |
| Mayflower Financial Advisors, LLC | 13.6K | $604.7K | −$2.85K | Cut−$237 |
| EP Wealth Advisors, LLC | 13.1K | $580.2K | −$2.74K | Cut−$63.1K |
| CARDIFF PARK ADVISORS, LLC | 12.4K | $550.8K | −$2.6K | Cut−$953.7K |
| North Star Investment Management Corp. | 12.4K | $549.8K | −$2.6K | Cut−$49.3K |
| BEACON FINANCIAL GROUP | 12.3K | $545.6K | −$2.58K | Cut−$1.87K |
| Patriot Financial Group Insurance Agency, LLC | 12.2K | $542K | −$1.28K | Added$269.7K |
| Pillar Financial Advisors, LLC | 11.2K | $498.4K | −$2.36K | Cut−$24.6K |
| Ashton Thomas Private Wealth, LLC | 11.2K | $494.9K | −$1.93K | Added$84.8K |
| Mariner, LLC | 11.1K | $493.7K | −$1.76K | Added$120.8K |
| Perigon Wealth Management, LLC | 9.53K | $422.6K | −$1.79K | Added$43.3K |
| Argent Advisors, Inc. | 9.01K | $399.2K | −$1.89K | Cut−$4.61K |
| Kestra Advisory Services, LLC | 8.93K | $395.9K | −$1.71K | Added$32.4K |
| Ascent Group, LLC | 8.47K | $375.6K | −$1.78K | Cut−$1.47K |
| Cypress Wealth Services, LLC | 8.25K | $365.9K | −$1.73K | Cut−$84.9K |
| Retirement Solution LLC | 7.95K | $352.2K | −$1.68K | Cut−$15K |
| SAGESPRING WEALTH PARTNERS, LLC | 7.49K | $332.2K | −$1.57K | Added$518 |
| Hoxton Planning & Management, LLC | 7.24K | $320.8K | −$1.52K | Cut−$84.9K |
| Advisors Asset Management, Inc. | 7.19K | $318.8K | −$1.51K | Cut−$197.3K |
| FIRETHORN WEALTH PARTNERS, LLC | 7.17K | $317.6K | −$1.49K | Cut−$3.32K |
| Cetera Investment Advisers | 6.73K | $298.5K | −$1.44K | Cut−$13.4K |
| Pinnacle Financial Partners, Inc. | 6.3K | $279.4K | −$1.32K | Cut−$1.32K |
| WealthPlan Investment Management, LLC | 5.84K | $259K | −$1.23K | Cut−$2.79K |
| Shared Vision Wealth Group LLC | 5.61K | $248.5K | −$2.62K | Cut−$13.7K |
| ROYAL BANK OF CANADA | 5.5K | $244K | −$677 | Added$86K |
| Level Financial Advisors | 5.5K | $244K | −$1.16K | Cut−$5.52K |
| American Institute for Advanced Investment Management, LLP | 5.23K | $232K | −$1.1K | Cut−$8.49K |
| Ausdal Financial Partners, Inc. | 4.85K | $215.1K | −$990 | Added$4.2K |
| First Affirmative Financial Network | 4.84K | $214.4K | — | Held |
| IVC Wealth Advisors LLC | 4.75K | $210.6K | −$997 | Cut−$997 |
| Quotient Wealth Partners, LLC | 4.65K | $206.1K | −$974 | Cut−$220 |
| Equitable Holdings, Inc. | 4.49K | $200K | — | New |
| Steward Partners Investment Advisory, LLC | 4.47K | $198.1K | −$26 | Added$192.5K |
| Investors Research Corp | 4.19K | $185.7K | −$854 | Added$4.73K |
| WELLS FARGO & COMPANY/MN | 3.79K | $167.9K | $0 | Added$167.8K |
| JONES FINANCIAL COMPANIES LLLP | 3.78K | $166.5K | −$1.72K | Added$5.99K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 3.51K | $155.7K | — | New |
| Hills Bank & Trust Co | 2.3K | $102K | −$483 | Cut−$483 |
| MAI Capital Management | 2.19K | $96.9K | −$459 | Cut−$326 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.14K | $94.7K | −$468 | Cut−$691 |
| EASTERN BANK | 1.31K | $58.2K | −$267 | Cut−$401 |
| Ancora Advisors LLC | 1K | $44.3K | −$210 | Cut−$210 |
| PRIVATE TRUST CO NA | 875 | $38.8K | −$184 | Cut−$184 |
| EverSource Wealth Advisors, LLC | 796 | $35.3K | −$95 | Added$15K |
| Smartleaf Asset Management LLC | 659 | $29.2K | −$137 | Cut−$315 |
| Farther Finance Advisors, LLC | 526 | $23.3K | −$128 | Added$1.33K |
| Mechanics Financial Corp | 462 | $20.5K | −$97 | Cut−$97 |
| Fidelity | 391 | $17.3K | −$39 | Added$8.83K |
| Advisory Services Network, LLC | 390 | $17.3K | — | New |
| Portfolio Resources Advisor Group, Inc. | 300 | $13.3K | — | New |
| IFP Advisors, Inc | 196 | $8.69K | −$13 | Added$5.97K |
| MATHER GROUP, LLC. | 186 | $8.24K | — | New |
| Bank of Jackson Hole Trust | 175 | $7.76K | −$37 | Cut−$37 |
| CWM, LLC | 133 | $5.9K | $5.89K | Added$5.88K |
| ASSETMARK, INC | 123 | $5.45K | — | New |
| Pinnacle Bancorp, Inc. | 95 | $4.21K | −$20 | Cut−$22.3K |
| Aptus Capital Advisors, LLC | 52 | $2.31K | −$11 | Cut−$11 |
| HARBOUR INVESTMENTS, INC. | 50 | $2.22K | −$10 | Cut−$10.7K |
| Spire Wealth Management | 38 | $1.69K | −$8 | Cut−$8 |
| PARK AVENUE SECURITIES LLC | 36.8K | $1.63K | −$8 | Added$70 |
| DHJJ Financial Advisors, Ltd. | 24 | $1.06K | −$5 | Cut−$5 |
| Betterment LLC | 9.61K | $426 | −$2 | Added$23 |
| FOSTER & MOTLEY INC | 5.63K | $250 | −$1 | Cut−$1 |
| PAYDEN & RYGEL | 4.55K | $202 | −$1 | Cut−$1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | $89 | — | New |
| CoreCap Advisors, LLC | 0 | $11 | — | Cut−$10.5K |
Who left
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.