Stock
Reported value
$1.79B
Holders
289
+42 new · −12 exited
Holders’ est. mark
−$13M
Price effect on 221 books still in the name
Largest holder
$154.7M
Aptus Capital Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 7.39M | $154.7M | −$1.6M | Added$1.18M |
| BANK OF AMERICA CORP /DE/ | 5.17M | $108.1M | −$920.1K | Added$19.7M |
| MORGAN STANLEY | 5.06M | $105.9M | −$1.03M | Added$6.97M |
| Capital Investment Advisors, LLC | 3.84M | $80.4M | −$802.5K | Added$3.26M |
| RAYMOND JAMES FINANCIAL INC | 3.57M | $74.6M | −$559K | Added$20.9M |
| CAPITAL ADVISORS INC/OK | 3.32M | $69.4M | −$679.7K | Added$4.07M |
| Venture Visionary Partners LLC | 2.85M | $59.7M | −$1.07M | Added$3.39M |
| Sarver Vrooman Wealth Advisors | 2.19M | $45.9M | −$480.8K | Cut−$299.6K |
| WELLS FARGO & COMPANY/MN | 2.08M | $43.5M | −$457.7K | Cut−$4.76M |
| ROYAL BANK OF CANADA | 2.06M | $43.1M | −$428.5K | Added$1.86M |
| Summit Financial, LLC | 1.9M | $39.8M | −$401.8K | Added$1.14M |
| UBS Group AG | 1.89M | $39.7M | −$366.3K | Added$4.44M |
| SIGMA INVESTMENT COUNSELORS INC | 1.82M | $38M | −$385.8K | Added$918.7K |
| HighTower Advisors, LLC | 1.77M | $37.1M | −$266.5K | Added$11.5M |
| Advisors Capital Management, LLC | 1.75M | $36.6M | −$366.1K | Added$1.42M |
| Klingman & Associates, LLC | 1.7M | $35.6M | −$347.7K | Added$2.15M |
| AMERIPRISE FINANCIAL INC | 1.61M | $33.7M | −$248K | Cut−$13.1M |
| SUMMITRY LLC | 1.6M | $33.6M | −$340.8K | Added$820.1K |
| Sound View Wealth Advisors Group, LLC | 1.18M | $24.8M | −$246.2K | Added$1.09M |
| WOODMONT INVESTMENT COUNSEL LLC | 936.3K | $19.6M | −$179.1K | Added$2.38M |
| MV CAPITAL MANAGEMENT, INC. | 912.1K | $19.1M | −$171.9K | Added$2.57M |
| MERCER GLOBAL ADVISORS INC /ADV | 909.5K | $19M | −$200.1K | Cut−$22M |
| US BANCORP \DE\ | 891.3K | $18.7M | −$186.7K | Added$702.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 769.7K | $16.1M | −$169.4K | Cut−$1.93M |
| EP Wealth Advisors, LLC | 731.1K | $15.3M | −$160.9K | Cut−$478.5K |
| Arrow Financial Corp | 722.8K | $15.1M | −$154.8K | Added$242.4K |
| Lido Advisors, LLC | 696.4K | $14.6M | −$188.5K | Cut−$519.6K |
| MB, LEVIS & ASSOCIATES, LLC | 657.4K | $13.8M | −$143.1K | Added$672 |
| LPL Financial LLC | 649.8K | $13.6M | −$131.8K | Added$930.3K |
| Mariner, LLC | 649.6K | $13.6M | −$133.3K | Added$780.1K |
| Envision Financial Planning, LLC | 639.8K | $13.4M | −$134.5K | Added$458K |
| Rockefeller Capital Management L.P. | 632.2K | $13.2M | −$136.7K | Added$89.5K |
| PFG Private Wealth Management, LLC | 629.5K | $13.2M | −$131.9K | Added$490.4K |
| Ironwood Financial, llc | 569.4K | $11.9M | −$114.5K | Added$389.6K |
| Probity Advisors, Inc. | 524.6K | $11M | −$104.8K | Added$900.9K |
| Howland Capital Management LLC | 520.8K | $10.9M | −$88.7K | Added$2.37M |
| Parkway Wealth Management Group, LLC | 482.9K | $10.1M | −$74.4K | Added$874.4K |
| Commonwealth Financial Services, LLC | 460.3K | $9.63M | −$93.9K | Added$605K |
| First National Trust Co | 450.1K | $9.42M | −$70.8K | Added$2.61M |
| Cornerstone Planning, LLC | 446.5K | $9.37M | — | New |
| Atlantic Union Bankshares Corp | 427.6K | $8.95M | −$85.2K | Added$754.7K |
| TRUIST FINANCIAL CORP | 423K | $8.85M | −$89K | Added$301.2K |
| Guidance Point Advisors, LLC | 422.1K | $8.84M | −$89.7K | Added$210.9K |
| Kestra Advisory Services, LLC | 414.5K | $8.68M | −$71K | Added$1.85M |
| COWA, LLC | 408.6K | $8.55M | $341.8K | Added$2.37M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 406.8K | $8.51M | −$73.1K | Added$1.49M |
| Glenview Trust Co | 393.2K | $8.23M | −$66.5K | Added$1.83M |
| SPRENG CAPITAL MANAGEMENT, INC. | 381.2K | $7.98M | — | New |
| Snowden Capital Advisors LLC | 380.6K | $7.97M | −$81K | Added$180.1K |
| Motley Fool Wealth Management, LLC | 364.4K | $7.63M | −$80.2K | Cut−$2.58M |
| MOSELEY INVESTMENT MANAGEMENT INC | 355K | $7.43M | −$73K | Added$417.2K |
| LYELL WEALTH MANAGEMENT, LP | 349.6K | $7.32M | −$73.1K | Added$289K |
| ENVESTNET ASSET MANAGEMENT INC | 348.7K | $7.3M | −$47.8K | Added$2.71M |
| Cheviot Value Management, LLC | 300.1K | $6.28M | −$70.1K | Added$345.2K |
| Praetorian Wealth Management, Inc. | 296.2K | $6.21M | −$51.1K | Added$519.1K |
| Parallel Advisors, LLC | 292.1K | $6.11M | −$63.1K | Added$45.7K |
| HANCOCK WHITNEY CORP | 291.2K | $6.09M | −$60.4K | Added$283.3K |
| Krilogy Financial LLC | 269.1K | $5.65M | −$51.5K | Added$53K |
| OSAIC HOLDINGS, INC. | 262.6K | $5.5M | −$49K | Added$784.7K |
| Beaumont Asset Management, L.L.C. | 256.9K | $5.38M | −$44.5K | Added$1.1M |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 249.2K | $5.22M | −$52.1K | Added$207.6K |
| 4Thought Financial Group Inc. | 244.7K | $5.12M | −$53.8K | Cut−$70.4K |
| ADIRONDACK TRUST CO | 244.4K | $5.12M | −$32.6K | Added$1.83M |
| JANE STREET GROUP, LLC | 224.7K | $4.7M | — | New |
| BENJAMIN EDWARDS INC | 219.6K | $4.6M | −$46.5K | Added$128.6K |
| OneDigital Investment Advisors LLC | 213.6K | $4.47M | −$46.4K | Added$4.73K |
| Winthrop Partners - WNY, LLC | 212.8K | $4.45M | −$44.7K | Added$154.7K |
| Wilkins Miller Wealth Management, LLC | 211.4K | $4.43M | −$46.5K | Cut−$150.8K |
| Signature Wealth Management Group | 210.5K | $4.41M | −$46.3K | Cut−$58.8K |
| Chicago Partners Investment Group LLC | 208.4K | $4.38M | −$1.74K | Added$4.13M |
| Equitable Holdings, Inc. | 207.5K | $4.34M | — | New |
| CWM, LLC | 193.1K | $4.04M | $3.56M | Added$4.04M |
| Sanctuary Advisors, LLC | 192.1K | $4.02M | −$33.7K | Added$782.4K |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 191.8K | $4.01M | — | New |
| CENTRAL TRUST Co | 190.3K | $3.98M | −$26.6K | Added$1.42M |
| Clearstead Advisors, LLC | 186.3K | $3.9M | −$41K | Cut−$38.6K |
| PRECEDENT WEALTH PARTNERS, LLC | 170.4K | $3.57M | −$36K | Added$105.5K |
| Houlihan Financial Resource Group, Ltd. | 166.9K | $3.49M | −$38.7K | Added$270.5K |
| Cetera Investment Advisers | 165K | $3.45M | −$30.8K | Added$489.8K |
| NEUBERGER BERMAN GROUP LLC | 163K | $3.41M | −$35.9K | Cut−$62.3K |
| Rossmore Private Capital | 159.4K | $3.34M | −$32.8K | Added$183.2K |
| GOLDMAN SACHS GROUP INC | 158.2K | $3.31M | — | New |
| Quantum Financial Advisors, LLC | 157.9K | $3.3M | −$25.4K | Added$860.3K |
| Beacon Pointe Advisors, LLC | 153.7K | $3.22M | −$29.1K | Added$423K |
| MCF Advisors LLC | 153.5K | $3.21M | −$33.5K | Cut−$11.6K |
| IFP Advisors, Inc | 139.8K | $2.93M | −$26.9K | Added$334.9K |
| MEMBERS WEALTH LLC | 138.9K | $2.92M | −$6.71K | Added$2.03M |
| Marathon Mission, Inc. | 130.6K | $2.73M | −$28.1K | Added$33.2K |
| Stratos Wealth Partners, LTD. | 129.4K | $2.71M | −$28.2K | Cut−$7.5K |
| Segment Wealth Management, LLC | 128.5K | $2.69M | −$20.2K | Added$750.5K |
| KINTRA WEALTH, LLC | 126.5K | $2.65M | −$3.29K | Added$2.33M |
| FULTON BREAKEFIELD BROENNIMAN LLC | 121.4K | $2.54M | −$23.9K | Added$243.2K |
| Wealthstar Advisors, LLC | 118.8K | $2.49M | −$24.1K | Added$169.6K |
| Stonebrook Private Inc. | 115.8K | $2.42M | −$24.4K | Added$78.8K |
| Atria Investments, Inc | 112.2K | $2.35M | −$23.2K | Added$114.5K |
| Archford Capital Strategies, LLC | 111.5K | $2.33M | −$24.5K | Cut−$20.2K |
| Valmark Advisers, Inc. | 107.2K | $2.24M | −$21.6K | Added$168.6K |
| HAMEL ASSOCIATES, INC. | 105.5K | $2.21M | −$18.7K | Added$411.6K |
| LBMC INVESTMENT ADVISORS, LLC | 105.1K | $2.2M | −$18K | Added$468.8K |
| JONES FINANCIAL COMPANIES LLLP | 105.1K | $2.18M | −$31.8K | Added$458.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 95.1K | $1.99M | −$22.3K | Added$463.4K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 93.9K | $1.96M | −$11.4K | Added$865.5K |
| WRAPMANAGER INC | 92.6K | $1.94M | −$19.9K | Added$22.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92.3K | $1.93M | −$20.8K | Added$153.6K |
| Chesley Taft & Associates LLC | 88.5K | $1.85M | −$17.5K | Added$166.7K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 88.1K | $1.84M | −$17.5K | Added$158.5K |
| Belpointe Asset Management LLC | 86.6K | $1.81M | −$17.4K | Added$136.9K |
| Associated Banc-Corp | 85.6K | $1.79M | −$17.2K | Added$134.7K |
| Meridian Wealth Management, LLC | 82.8K | $1.73M | −$15.8K | Added$208.8K |
| Laurel Wealth Advisors LLC | 77.8K | $1.63M | −$15K | Added$304.6K |
| ROMANO BROTHERS AND COMPANY | 76.7K | $1.61M | −$10K | Added$642.6K |
| Resonant Capital Advisors, LLC | 76.6K | $1.6M | −$9.02K | Added$735.7K |
| REDW Wealth LLC | 76.3K | $1.6M | −$16.8K | Cut−$72K |
| J.W. COLE ADVISORS, INC. | 75K | $1.57M | −$14.9K | Added$138.9K |
| BEACON FINANCIAL GROUP | 74.1K | $1.55M | −$15.7K | Added$43.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 73.8K | $1.54M | −$16.2K | Cut−$16.2K |
| McGlone Suttner Wealth Management, Inc. | 73.3K | $1.53M | −$15.2K | Added$73.5K |
| FourThought Financial Partners, LLC | 70.3K | $1.47M | −$8.33K | Added$670.6K |
| LifePlan Financial, LLC | 69.7K | $1.46M | −$6.54K | Added$829.9K |
| Penobscot Investment Management Company, Inc. | 67.7K | $1.42M | −$13.4K | Added$132.2K |
| 10Elms LLP | 66.5K | $1.39M | −$4.88K | Added$923K |
| NovaPoint Capital, LLC | 65.2K | $1.36M | −$14.1K | Added$4.26K |
| AssuredPartners Investment Advisors, LLC | 65.3K | $1.36M | — | New |
| Creative Planning | 65K | $1.36M | −$10.3K | Added$373.5K |
| Hills Bank & Trust Co | 64.7K | $1.35M | — | New |
| DRIVE WEALTH MANAGEMENT, LLC | 63.4K | $1.33M | −$14K | Cut−$253.6K |
| Sowell Financial Services LLC | 62.6K | $1.31M | −$8.5K | Added$493.9K |
| Godshalk Welsh Capital Management, Inc. | 62K | $1.3M | −$4.19K | Added$895.8K |
| Bank of New Hampshire | 61.4K | $1.29M | −$11.9K | Added$143.6K |
| Camelot Portfolios, LLC | 61.1K | $1.28M | −$13K | Added$31.5K |
| Paradigm, Strategies in Wealth Management, LLC | 60.1K | $1.26M | −$13.2K | Cut−$67K |
| NAPLES GLOBAL ADVISORS, LLC | 58.3K | $1.22M | −$11.5K | Added$114.4K |
| STIFEL FINANCIAL CORP | 58.2K | $1.22M | −$12.8K | Cut−$3.76M |
| Montecito Bank & Trust | 57.7K | $1.21M | −$10.4K | Added$211.2K |
| SPINNAKER TRUST | 54.9K | $1.15M | −$5.43K | Added$626.4K |
| Cherry Tree Wealth Management, LLC | 54.3K | $1.14M | −$11.6K | Added$21.5K |
| Breachway Investments LLC | 53.2K | $1.11M | −$15.1K | Added$8.9K |
| Newman Dignan & Sheerar, Inc. | 49.3K | $1.03M | −$10.5K | Added$18.5K |
| Strid Group, LLC | 48.4K | $1.01M | — | New |
| Cornell Pochily Investment Advisors, Inc. | 47.4K | $991.1K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 46.9K | $981.2K | −$9.81K | Added$37.8K |
| Gilbert & Cook, Inc. | 46.7K | $978.3K | −$10.3K | Cut−$10.3K |
| OPPENHEIMER & CO INC | 45.8K | $958.2K | −$10.1K | Cut−$41.1K |
| Freestone Capital Holdings, LLC | 44.8K | $937.6K | −$9.86K | Cut−$398.7K |
| LITTLE HOUSE CAPITAL LLC | 43.5K | $911.4K | −$9.59K | Cut−$166.6K |
| Jefferson Bridge Capital, LLC | 41.7K | $873.6K | −$7.65K | Added$138K |
| Gradient Capital Advisors, LLC | 40.8K | $854K | −$8.98K | Cut−$8.98K |
| SONATA CAPITAL GROUP INC | 40.4K | $846K | −$8.6K | Added$19.7K |
| Merit Financial Group, LLC | 40K | $836.4K | −$7.59K | Added$108.3K |
| Yoder Wealth Management, Inc. | 39.5K | $827K | −$7.2K | Added$135.1K |
| Jacobi Capital Management LLC | 39.5K | $826.9K | −$7.64K | Added$92.7K |
| Leo Wealth, LLC | 39.5K | $826.6K | −$8.7K | Cut−$119.5K |
| Citadel | 39.4K | $824.3K | −$8.66K | Cut−$1.41M |
| MONECO ADVISORS, LLC | 37.2K | $778.4K | −$7.15K | Added$91K |
| Bank of New York Mellon Corp | 36.7K | $767.3K | — | New |
| Windsor Capital Management, LLC | 36.4K | $761K | — | New |
| Private Advisor Group, LLC | 36.3K | $759.4K | −$7.98K | Cut−$7.98K |
| EVEXIA WEALTH LLC | 34.1K | $715.5K | −$5.99K | Added$96.9K |
| FIFTH THIRD BANCORP | 33.4K | $700K | — | New |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 33.2K | $694.6K | −$7.3K | Cut−$7.3K |
| Focus Partners Wealth | 33.1K | $691.8K | −$7.17K | Added$2.71K |
| Koesten, Hirschmann & Crabtree, INC. | 33K | $690.7K | −$7.21K | Cut−$2.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 31.8K | $666.3K | −$6.45K | Added$45.6K |
| Integrated Wealth Concepts LLC | 31K | $647.8K | −$6.8K | Cut−$240.9K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 30.9K | $647K | −$6.61K | Added$11.7K |
| Composition Wealth, LLC | 30.8K | $644.3K | −$6.77K | Cut−$6.73K |
| Conrad Siegel Investment Advisors, Inc. | 30.7K | $642.7K | — | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 30.6K | $640.1K | −$4.32K | Added$225.3K |
| DecisionMap Wealth Management, LLC | 30.4K | $636.3K | −$6.68K | Cut−$6.08K |
| Redwood Financial Network Corp | 29.8K | $622.8K | −$4.73K | Added$168.9K |
| CFO CAPITAL MANAGEMENT LLC | 29.3K | $610K | −$8.42K | Added$52.2K |
| HM PAYSON & CO | 28.9K | $604.9K | — | New |
| NESTEGG ADVISORS, INC. | 27K | $564.5K | −$5.88K | Cut−$1.78K |
| Summit Wealth Partners, LLC | 26.5K | $555K | −$5.83K | Cut−$5.83K |
| Crews Bank & Trust | 26K | $544K | −$5.72K | Cut−$5.72K |
| Dorsey & Whitney Trust CO LLC | 25K | $523.3K | −$5.5K | Cut−$5.5K |
| Stokes Family Office, LLC | 24.7K | $517.6K | −$5.44K | Cut−$5.44K |
| XML Financial, LLC | 24.6K | $515.8K | −$4.21K | Added$110.9K |
| Van Hulzen Asset Management, LLC | 23.8K | $497.5K | −$2.3K | Added$276.3K |
| SAX WEALTH ADVISORS, LLC | 23.4K | $494K | $0 | Held |
| Twin Cities Retirement Group LLC | 23.4K | $490.5K | −$5.02K | Added$6.59K |
| 4J Wealth Management LLC | 23K | $481.6K | −$4.9K | Added$10.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 22.9K | $478.5K | −$4.89K | Cut−$1.31K |
| Gryphon Financial Partners LLC | 22.7K | $474.2K | −$4.98K | Cut−$4.99K |
| Ellis Investment Partners, LLC | 22.2K | $464.4K | −$4.47K | Added$35.8K |
| American Money Management, LLC | 21K | $439.6K | −$4.62K | Cut−$4.62K |
| Great Diamond Partners, LLC | 20.9K | $436.7K | −$3.18K | Added$131K |
| Clearstead Trust, LLC | 20.4K | $427.4K | −$4.49K | Cut−$4.49K |
| Greater Midwest Financial Group, LLC | 20.4K | $427.3K | −$4.35K | Added$10.4K |
| Advisory Services Network, LLC | 20.2K | $423.5K | −$4.42K | Cut−$1.26K |
| Lee Financial Co | 20K | $418.6K | −$4.4K | Cut−$4.4K |
| Farther Finance Advisors, LLC | 19.6K | $408.6K | −$5.2K | Added$29.5K |
| Sterling Investment Advisors, Ltd. | 19.4K | $405.7K | −$4.27K | Cut−$4.26K |
| Mutual Advisors, LLC | 18.9K | $396.1K | −$4.17K | Cut−$26.8K |
| PNC Financial Services Group, Inc. | 18.9K | $395.2K | — | New |
| Kovack Advisors, Inc. | 18.7K | $391.3K | −$4.11K | Cut−$4.11K |
| Foundation Wealth Management, LLC | 17.7K | $370.1K | −$3.25K | Added$67.9K |
| First Interstate Bank | 17.7K | $370.1K | −$3.44K | Added$39.5K |
| Gilbert Capital Group, Inc. | 17.6K | $369.4K | −$2.82K | Added$98K |
| SIMON QUICK ADVISORS, LLC | 17.4K | $363.9K | −$3.83K | Cut−$3.83K |
| CGN Advisors LLC | 17.4K | $363.6K | −$3.83K | Cut−$279K |
| Brookstone Capital Management | 16.7K | $350.2K | −$3.69K | Cut−$30.3K |
| RVW Wealth, LLC | 16.6K | $346.6K | −$3.64K | Cut−$154.3K |
| Madrid Wealth Management, LLC | 16.4K | $342.6K | −$3.6K | Cut−$3.6K |
| Addison Advisors LLC | 16.3K | $340.6K | −$3.39K | Added$14.9K |
| Banque Cantonale Vaudoise | 16.2K | $338K | −$1.28K | Added$187K |
| Passive Capital Management, LLC. | 15.7K | $329K | −$3.46K | Cut−$3.46K |
| Keeler Thomas Management LLC | 15.7K | $327.5K | −$3.45K | Cut−$4.43M |
| Cornerstone Wealth Management, LLC | 15.5K | $324.4K | −$3.41K | Cut−$3.41K |
| CARY STREET PARTNERS FINANCIAL LLC | 15.3K | $320.8K | −$3.1K | Added$23.2K |
| Hyposwiss Advisors SA | 14.4K | $302.1K | −$2.66K | Added$46.3K |
| ProVise Management Group, LLC | 14.3K | $299.1K | — | New |
| Accretive Wealth Partners, LLC | 13.9K | $290.8K | −$2.7K | Added$31.4K |
| FOCUSED ALPHA, LLC | 13.6K | $284.9K | — | New |
| Reliant Wealth Planning | 13.5K | $282.5K | −$2.97K | Cut−$2.97K |
| IHT Wealth Management, LLC | 13.3K | $278.8K | — | New |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 13.3K | $278.5K | — | New |
| Gratus Wealth Advisors, LLC | 12.7K | $265.7K | −$2.79K | Cut−$2.79K |
| Kesler, Norman & Wride, LLC | 12.4K | $259.1K | −$2.62K | Added$7.28K |
| BEACON FINANCIAL PLANNING, INC | 12.4K | $258.9K | — | New |
| MinichMacGregor Wealth Management, LLC | 12.2K | $255.5K | −$2.69K | Cut−$2.69K |
| Johnson Bixby & Associates, LLC | 11.8K | $247.3K | −$2.58K | Cut−$695 |
| Journey Advisory Group, LLC | 11.8K | $247K | −$2.6K | Cut−$2.6K |
| Farnam Financial LLC | 11.7K | $244.1K | — | New |
| Granite Harbor Advisors, Inc. | 11.5K | $241.6K | −$2.54K | Cut−$2.54K |
| Princeton Global Asset Management LLC | 11.4K | $238.8K | −$1.83K | Added$64.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.3K | $236.3K | — | New |
| NWAM LLC | 11.2K | $234.1K | −$2.83K | Cut−$1.16K |
| DEARBORN PARTNERS LLC | 10.9K | $228.8K | −$2.14K | Added$23.2K |
| LINCOLN CAPITAL CORP | 10.8K | $226.1K | −$2.38K | Cut−$24.8K |
| Avidian Wealth Enterprises, LLC | 10.7K | $224.2K | — | New |
| HANOVER ADVISORS INC | 10.6K | $222.8K | −$2.34K | Cut−$7.8K |
| RITHOLTZ WEALTH MANAGEMENT | 10.6K | $221.7K | — | New |
| MML INVESTORS SERVICES, LLC | 10.4K | $217.3K | −$2.27K | Cut−$8.79K |
| Koshinski Asset Management, Inc. | 10.2K | $213.2K | −$2.15K | Added$6.45K |
| SCOTIA CAPITAL INC. | 10K | $209.3K | −$2.2K | Cut−$2.2K |
| Plancorp, LLC | 9.59K | $201.1K | — | New |
| MidFirst Bank | 9.5K | $198.9K | −$958 | Added$106.8K |
| Bogart Wealth, LLC | 9.35K | $195.6K | −$1.38K | Added$62.6K |
| Trust Co | 8.21K | $171.9K | −$1.8K | Cut−$1.15K |
| BARRETT & COMPANY, INC. | 7.74K | $158.9K | −$1.31K | Added$112.6K |
| Acropolis Investment Management, LLC | 6.89K | $144.2K | — | New |
| Intentional Wealth Strategies, LLC | 6K | $125.5K | — | Held |
| HARBOR INVESTMENT ADVISORY, LLC | 5.98K | $125.2K | −$675 | Added$60.4K |
| HARBOUR INVESTMENTS, INC. | 5.61K | $117.4K | −$1.2K | Cut−$342 |
| JPMORGAN CHASE & CO | 5.13K | $106.9K | −$40 | Added$104.2K |
| Pioneer Family Office, LLC | 4.74K | $99.2K | −$1.04K | Cut−$1.04K |
| Boreal Capital Management LLC | 1 | $83.7K | — | Cut−$880 |
| Wilmington Savings Fund Society, FSB | 3.75K | $78.5K | −$825 | Cut−$825 |
| CNB Bank | 3.74K | $78.3K | −$823 | Cut−$1.2K |
Who left
- NewEdge Advisors, LLC$25.3M
- Whalen Wealth Management Inc.$3.42M
- Walleye Partners, LLC$1.14M
- StoneX Group Inc.$512.5K
- Fortis Capital Management LLC$397.5K
- GTS SECURITIES LLC$209.6K
- ABSOLUTE CAPITAL MANAGEMENT, LLC$208.3K
- STAR Financial Bank$203.2K
- Mendota Financial Group, LLC$195K
- MASECO LLP$20.3K
- FLOW TRADERS U.S. LLC$1.2K
- IFC & Insurance Marketing, Inc.$3
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.