Stock
Reported value
$807.6M
Holders
269
+17 new · −20 exited
Holders’ est. mark
−$30.9M
Price effect on 232 books still in the name
Largest holder
$153.8M
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $210.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2.79M | $153.8M | −$6.35M | Added$256K |
| BlackRock, Inc. | 2.37M | $130.9M | −$5.55M | Cut−$3.33M |
| LPL Financial LLC | 970.1K | $53.5M | −$2.14M | Added$1.85M |
| SEI INVESTMENTS CO | 876.1K | $48.4M | −$1.98M | Added$537.6K |
| Envestnet Portfolio Solutions, Inc. | 518.6K | $28.6M | −$1.23M | Cut−$1.64M |
| JPMORGAN CHASE & CO | 520.9K | $27.8M | −$2.14M | Cut−$1.07M |
| MACKENZIE FINANCIAL CORP | 371.9K | $20.5M | −$1.02M | Cut−$249.3K |
| Allworth Financial LP | 290K | $16M | −$684.4K | Cut−$548.2K |
| Apella Capital, LLC | 229.2K | $14.2M | — | New |
| Cetera Investment Advisers | 232.3K | $12.8M | −$544K | Cut−$341.5K |
| MML INVESTORS SERVICES, LLC | 165.1K | $9.11M | −$393K | Cut−$1.43M |
| SPINNAKER TRUST | 156K | $8.61M | −$371.2K | Cut−$636.6K |
| MORGAN STANLEY | 137.1K | $7.57M | −$287.2K | Added$620.9K |
| WELLS FARGO & COMPANY/MN | 133.8K | $7.38M | −$281.1K | Added$583.4K |
| ROYAL BANK OF CANADA | 131.2K | $7.24M | −$312.1K | Cut−$3.23M |
| RAYMOND JAMES FINANCIAL INC | 129.6K | $7.16M | −$285.4K | Added$251.7K |
| REGATTA CAPITAL GROUP, LLC | 126.8K | $7M | −$283.4K | Added$142.7K |
| Cerity Partners LLC | 106.1K | $5.86M | −$200.4K | Added$1.01M |
| Balanced Rock Investment Advisors LLC | 104.1K | $5.75M | −$244.2K | Cut−$161K |
| BANK OF AMERICA CORP /DE/ | 103.8K | $5.73M | −$246.4K | Cut−$232.9K |
| RWA WEALTH PARTNERS, LLC | 100.5K | $5.55M | −$239.1K | Cut−$478.6K |
| Beacon Pointe Advisors, LLC | 95.9K | $5.29M | −$82.9K | Added$3.29M |
| Pathstone Holdings, LLC | 94K | $5.19M | −$146.9K | Added$1.63M |
| Decker Retirement Planning Inc. | 93.4K | $5.16M | −$198.1K | Added$364K |
| Archer Investment Management, LLC | 85.8K | $4.74M | −$18.9K | Added$4.28M |
| ASSETMARK, INC | 78.7K | $4.35M | −$184.5K | Cut−$116.9K |
| Mirae Asset Global Investments Co., Ltd. | 77.3K | $4.27M | −$184K | Cut−$915.2K |
| SOFI WEALTH, LLC | 73.5K | $4.06M | −$140K | Added$666.8K |
| One Wealth Advisors, LLC | 72.2K | $3.99M | −$171.8K | Cut−$307.7K |
| Avise Financial Cooperative, Inc. | 71.4K | $3.94M | −$156K | Added$169.3K |
| Accredited Investors Inc. | 70.6K | $3.9M | −$168.1K | Cut−$251.7K |
| Walkner Condon Financial Advisors LLC | 69.4K | $3.83M | −$163.1K | Cut−$113.6K |
| Atwater Malick LLC | 68.2K | $3.77M | −$162.4K | Cut−$162.4K |
| OSAIC HOLDINGS, INC. | 67.3K | $3.72M | −$160.3K | Cut−$247.6K |
| GOLDMAN SACHS GROUP INC | 66.5K | $3.67M | −$158.2K | Cut−$879.6K |
| GenWealth Group, Inc. | 65K | $3.59M | −$248.1K | Cut−$170.2K |
| Integrated Wealth Concepts LLC | 62.8K | $3.47M | −$54K | Added$2.16M |
| Optas, LLC | 58.3K | $3.22M | −$80.4K | Added$1.27M |
| COMMONWEALTH EQUITY SERVICES, LLC | 57.6K | $3.18M | −$127.2K | Added$101.9K |
| Modern Wealth Management, LLC | 55.7K | $3.1M | −$67.5K | Added$1.06M |
| Sanctuary Advisors, LLC | 53.6K | $2.96M | −$125.2K | Cut−$71.2K |
| CGC Financial Services, LLC | 53.3K | $2.94M | −$126.8K | Cut−$279K |
| Ally Invest Advisors Inc. | 51.6K | $2.85M | −$121.6K | Cut−$95.6K |
| GeoWealth Management, LLC | 50.6K | $2.79M | −$118.3K | Cut−$68.8K |
| Horst & Graben Wealth Management LLC | 42.7K | $2.72M | $261.3K | Added$211.3K |
| Highland Financial Advisors, LLC | 48.2K | $2.66M | −$102.5K | Added$181.9K |
| Invera Wealth Advisors, LLC | 47.9K | $2.64M | −$114K | Cut−$2.87M |
| Clearstead Advisors, LLC | 45.7K | $2.53M | — | New |
| Opes Wealth Management LLC | 45.3K | $2.5M | −$107.8K | Cut−$107.8K |
| Orion Porfolio Solutions, LLC | 44.8K | $2.47M | −$106.8K | Cut−$432.2K |
| Equitable Holdings, Inc. | 41.2K | $2.37M | −$430 | Cut−$25.8K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 42.6K | $2.35M | −$97.5K | Cut−$10.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41.2K | $2.27M | −$100.4K | Cut−$112.3K |
| Equita Financial Network, Inc. | 40.7K | $2.25M | −$96.8K | Cut−$206.2K |
| Bank of New York Mellon Corp | 39K | $2.15M | −$79K | Added$243K |
| Sharkey, Howes & Javer | 38.7K | $2.14M | −$92K | Cut−$105.8K |
| &PARTNERS | 38.5K | $2.12M | −$56.5K | Added$747.5K |
| Stratos Wealth Partners, LTD. | 38.1K | $2.1M | −$90.7K | Cut−$159.5K |
| Skyline Advisors, Inc. | 37.6K | $2.08M | −$83.1K | Added$64.5K |
| Merit Financial Group, LLC | 36.7K | $2.03M | −$59.5K | Added$590.6K |
| AMARA FINANCIAL, LLC. | 35.7K | $1.97M | −$63.1K | Added$442.5K |
| Perigon Wealth Management, LLC | 35.7K | $1.97M | −$77.5K | Added$95.4K |
| Steward Partners Investment Advisory, LLC | 35.7K | $1.97M | −$84.9K | Cut−$250.1K |
| Values Added Financial LLC | 34.9K | $1.93M | −$65.7K | Added$336.9K |
| Haverford Trust Co | 34.5K | $1.9M | −$82K | Cut−$81.2K |
| Kestra Advisory Services, LLC | 33.1K | $1.83M | −$69.1K | Added$158.4K |
| Davis Wealth Advisors, LLC | 32.5K | $1.8M | −$76.7K | Cut−$61.8K |
| SUMMIT WEALTH GROUP LLC / CO | 31K | $1.71M | −$73.5K | Cut−$63.8K |
| SigFig Wealth Management, LLC | 29.6K | $1.63M | −$70.4K | Cut−$37M |
| GC Wealth Management RIA, LLC | 29.4K | $1.63M | −$64.4K | Added$67.7K |
| AMERIPRISE FINANCIAL INC | 29.2K | $1.61M | −$48.3K | Added$445.1K |
| TD Waterhouse Canada Inc. | 28.4K | $1.58M | −$55.7K | Cut−$55.7K |
| MAI Capital Management | 26.6K | $1.47M | −$59.3K | Added$31.9K |
| Magnus Financial Group LLC | 26.5K | $1.46M | −$63K | Cut−$139.1K |
| VERITY Wealth Advisors | 26.2K | $1.45M | −$62K | Cut−$50.6K |
| CWM, LLC | 25.8K | $1.42M | $1.18M | Added$1.42M |
| Farther Finance Advisors, LLC | 23.9K | $1.33M | −$42.8K | Added$34.1K |
| DIVERSIFIED TRUST CO | 22.7K | $1.25M | −$53.9K | Cut−$49.5K |
| RKL Wealth Management LLC | 21.7K | $1.2M | −$51.5K | Cut−$48.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.5K | $1.19M | −$48K | Added$24.9K |
| National Wealth Management Group, LLC | 21.2K | $1.17M | −$40.7K | Added$185.1K |
| Capital Investment Advisors, LLC | 21K | $1.16M | −$49.9K | Cut−$69.9K |
| Shotwell Rutter Baer Inc | 20.8K | $1.15M | −$66.5K | Cut−$50K |
| Sandbox Financial Partners, LLC | 20.2K | $1.11M | −$48K | Cut−$113.6K |
| MA Private Wealth | 19.2K | $1.06M | −$45.6K | Cut−$45.6K |
| MGO ONE SEVEN LLC | 18.4K | $1.01M | −$42.8K | Cut−$23.7K |
| Aufman Associates Inc | 18.2K | $1M | −$39.5K | Added$49K |
| Creative Planning | 17.4K | $960.3K | −$41.4K | Cut−$55.2K |
| Perennial Investment Advisors, LLC | 16.9K | $931.3K | −$38.6K | Cut−$1.59K |
| Stewardship Advisors, LLC | 16.7K | $919.9K | −$38.5K | Cut−$11.2K |
| HighTower Advisors, LLC | 16.5K | $910.7K | −$39.3K | Cut−$100.2K |
| Gateway Wealth Partners, LLC | 16.3K | $897K | −$12.2K | Added$603.2K |
| SAGESPRING WEALTH PARTNERS, LLC | 15.4K | $848.7K | −$35.8K | Cut−$17.9K |
| RFG Advisory, LLC | 15.2K | $839.6K | −$36.2K | Cut−$37.6K |
| Concurrent Investment Advisors, LLC | 15.1K | $832K | −$28.8K | Added$134.1K |
| Central Pacific Bank - Trust Division | 14.9K | $822.6K | −$35.5K | Cut−$35.5K |
| Pine Harbor Wealth Management, LLC | 14.6K | $807.9K | −$34.8K | Cut−$56.6K |
| WEALTH ALLIANCE, LLC | 14.6K | $806.7K | −$34.7K | Cut−$32.5K |
| World Investment Advisors | 14.3K | $789.6K | −$34K | Cut−$32K |
| Regal Investment Advisors LLC | 13.9K | $765.4K | −$33K | Cut−$58K |
| Snowden Capital Advisors LLC | 13.6K | $749.3K | −$32.3K | Cut−$50K |
| JONES FINANCIAL COMPANIES LLLP | 13.8K | $740.6K | −$26.9K | Added$331K |
| Aptus Capital Advisors, LLC | 13K | $720.3K | −$31.1K | Cut−$41.6K |
| OpenArc Corporate Advisory, LLC | 12.8K | $707.7K | −$21.2K | Added$195.7K |
| Savvy Advisors, Inc. | 12.6K | $693.2K | −$16.8K | Added$287.3K |
| Ameritas Advisory Services, LLC | 12.6K | $692.9K | −$29.2K | Cut−$14.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11K | $691K | $29.1K | Added$238.7K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.9K | $657.4K | −$28.3K | Cut−$28.3K |
| UBS Group AG | 11.9K | $655.8K | −$23.1K | Added$96.8K |
| Asempa Wealth Advisors | 11.5K | $643K | −$21.9K | Cut−$21.9K |
| JMG Financial Group, Ltd. | 11.6K | $642.1K | −$27.7K | Cut−$27.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11.6K | $641.6K | −$27.7K | Cut−$364.7K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11.6K | $639.7K | −$27.6K | Cut−$55.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11.5K | $634.4K | −$27.4K | Cut−$29.9K |
| eCIO, Inc. | 11.3K | $626.3K | −$27K | Cut−$72.3K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 9.97K | $625.4K | $50.1K | Added$62.6K |
| Van Hulzen Asset Management, LLC | 11.3K | $625.1K | −$27K | Cut−$27K |
| Mariner, LLC | 11.3K | $621.2K | −$26.8K | Cut−$344.9K |
| Private Advisor Group, LLC | 10.6K | $582.8K | −$18.5K | Added$136.2K |
| CoreCap Advisors, LLC | 10.5K | $582K | −$22.2K | Cut−$85.7K |
| Navigation Group, LLC | 10.5K | $577.9K | — | Held |
| Brookstone Capital Management | 9.91K | $546.8K | — | New |
| CreativeOne Wealth, LLC | 9.75K | $538.1K | −$23.2K | Cut−$49K |
| Keystone Financial Services | 9.74K | $537.4K | −$23.1K | Cut−$22.1K |
| Patriot Financial Group Insurance Agency, LLC | 9.66K | $533.3K | −$11.6K | Added$252.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.52K | $532.6K | −$30.1K | Cut−$877.5K |
| Atria Investments, Inc | 9.37K | $517.2K | −$20.5K | Added$20.8K |
| LifePlan Investment Advisors, Inc. | 9.29K | $512.9K | −$22.1K | Cut−$31.3K |
| Advisory Services Network, LLC | 9.29K | $512.8K | −$21.8K | Cut−$15.4K |
| Valmark Advisers, Inc. | 9.11K | $502.8K | −$19K | Added$43K |
| RCS Financial Planning, LLC | 8.84K | $487.8K | −$21K | Cut−$21.8K |
| WEALTHGARDEN F.S. LLC | 8.8K | $485.9K | −$32.3K | Cut−$29.6K |
| West Wealth Group, LLC | 8.57K | $473.2K | −$20.4K | Cut−$113.7K |
| Crew Capital Management, Ltd | 8.46K | $466.8K | −$20.1K | Cut−$162.6K |
| F/m Investments LLC | 8.46K | $466.5K | −$20.5K | Cut−$163K |
| WIN ADVISORS, INC | 8.32K | $459.4K | — | New |
| Lifelong Wealth Advisors, Inc. | 8.32K | $459K | −$19.8K | Cut−$21.7K |
| EverSource Wealth Advisors, LLC | 8.23K | $454.4K | −$18.9K | Cut−$2.92K |
| THEORY FINANCIAL LLC | 8.22K | $453.8K | −$30.3K | Cut−$32.1K |
| Sound View Wealth Advisors Group, LLC | 8.19K | $452K | −$19.5K | Cut−$20.9K |
| Alesco Advisors LLC | 8.09K | $446.4K | −$15.2K | Added$78.8K |
| GTS FINANCIAL, LLC | 9.52K | $444.3K | — | Held |
| Cornerstone Planning Group LLC | 6.95K | $442.5K | $1.92K | Added$414.9K |
| ENDEAVOR PRIVATE WEALTH, INC. | 7.93K | $438K | −$12.8K | Added$126.9K |
| HARBOUR INVESTMENTS, INC. | 7.9K | $436.2K | −$10.4K | Added$184.3K |
| KWB Wealth | 7.57K | $436.1K | −$7 | Cut−$34.6K |
| AGF MANAGEMENT LTD | 7.8K | $430.6K | −$18.6K | Cut−$53.1K |
| Sage Financial Management Group, Inc. | 7.65K | $422.2K | −$18.2K | Cut−$18.2K |
| OneDigital Investment Advisors LLC | 7.53K | $415.8K | −$17.1K | Added$20 |
| Hoxton Planning & Management, LLC | 7.41K | $408.8K | −$14.8K | Added$51.8K |
| Attessa Capital LLC | 7.35K | $405.9K | −$17.5K | Cut−$46.1K |
| Curtis Advisory Group, LLC | 7.22K | $398.5K | −$15.1K | Added$34K |
| EQ LLC | 7.13K | $393.5K | −$15.4K | Added$21.8K |
| MBE Wealth Management, LLC | 7.02K | $387.4K | −$16.7K | Cut−$105.4K |
| Tortoise Investment Management, LLC | 6.93K | $382.4K | −$16.5K | Cut−$15.6K |
| Spectrum Planning & Advisory Services Inc. | 6.82K | $376.5K | −$16.2K | Cut−$37.5K |
| Tempus Wealth Planning, LLC | 6.54K | $360.9K | −$15.5K | Cut−$22.8K |
| BEACON FINANCIAL GROUP | 6.51K | $359.6K | −$14.6K | Added$6.55K |
| PENOBSCOT WEALTH MANAGEMENT | 6.49K | $358.4K | −$14.2K | Added$15.6K |
| CORA CAPITAL ADVISORS LLC | 6.45K | $356.2K | −$15.4K | Cut−$15.4K |
| US BANCORP \DE\ | 6.44K | $355.5K | −$15.3K | Cut−$64.4K |
| STIFEL FINANCIAL CORP | 6.34K | $350.2K | −$15.1K | Cut−$29.9K |
| Alpha Financial Advisors, LLC | 6.02K | $332.3K | −$14.3K | Cut−$13.6K |
| Physician Wealth Advisors, Inc. | 5.98K | $330K | −$14.2K | Cut−$156.9K |
| Capital Asset Advisory Services LLC | 5.26K | $327.2K | $15.1K | Added$35.8K |
| Financially in Tune, LLC | 5.85K | $322.9K | −$13.8K | Cut−$10.8K |
| Milestone Investment Advisors LLC | 5.74K | $317K | −$13.7K | Cut−$14.2K |
| Venturi Wealth Management, LLC | 5.74K | $317K | −$13.7K | Cut−$309.7K |
| Strategic Blueprint, LLC | 5.65K | $311.6K | −$13.1K | Cut−$5.48K |
| Oregon Pacific Wealth Management, LLC | 5.53K | $305.1K | −$13.2K | Cut−$35.7K |
| Maia Wealth LLC | 5.42K | $299.1K | −$16.8K | Cut−$110K |
| Bison Wealth, LLC | 4.43K | $294.4K | $49.7K | Added$49.7K |
| Elmwood Wealth Management, Inc. | 5.32K | $293.8K | −$12.7K | Cut−$12.7K |
| Trilogy Capital Inc. | 5.28K | $291.6K | −$10.5K | Added$37.2K |
| NORTHLAND SECURITIES, INC. | 5.26K | $290.1K | −$12.5K | Cut−$12.5K |
| WBH ADVISORY INC | 5.18K | $288.3K | −$9.84K | Cut−$12K |
| ZACKS INVESTMENT MANAGEMENT | 5.21K | $287.9K | −$12.4K | Cut−$12.4K |
| Composition Wealth, LLC | 5.16K | $284.9K | −$12.3K | Cut−$12.3K |
| Goldstein Advisors, LLC | 5.12K | $282.5K | −$12.2K | Cut−$15.8K |
| Ascent Group, LLC | 5.09K | $281.2K | −$12.1K | Cut−$12.8K |
| Centurion Wealth Management LLC | 5.04K | $278.5K | −$12K | Cut−$18.1K |
| Cypress Wealth Services, LLC | 5.04K | $278K | −$9.7K | Added$43.4K |
| FFT WEALTH MANAGEMENT LLC | 4.99K | $275.3K | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4.97K | $274.6K | −$11K | Added$7.68K |
| WARNER FINANCIAL, INC | 4.92K | $272K | $271.1K | Added$271.7K |
| Traveka Wealth, LLC | 4.89K | $269.8K | −$10.6K | Added$13.4K |
| U.S. Capital Wealth Advisors, LLC | 4.87K | $268.9K | −$11.6K | Cut−$11.6K |
| Stratos Investment Management, LLC | 4.83K | $266.7K | −$11.5K | Cut−$34K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 4.7K | $259.4K | −$11.2K | Cut−$15.6K |
| Gen-Wealth Partners Inc | 4.62K | $255.1K | −$10.6K | Cut−$2.13K |
| Focus Partners Wealth | 4.58K | $253K | −$9.23K | Added$29.6K |
| Northern Capital Management, Inc. | 4.46K | $245.9K | −$10.6K | Cut−$10.6K |
| Apollon Wealth Management, LLC | 4.42K | $244.3K | −$10.5K | Cut−$20.1K |
| Sovran Advisors, LLC | 3.75K | $236K | $14.7K | Added$3.97K |
| ArborFi Advisors, LLC | 4.22K | $233.1K | — | New |
| Sovereign Financial Group, Inc. | 4.09K | $225.5K | −$9.72K | Cut−$9.72K |
| SAX WEALTH ADVISORS, LLC | 3.89K | $223.9K | $0 | Held |
| JB Capital LLC | 3.95K | $218.1K | −$9.4K | Cut−$18K |
| Focus Financial Network, Inc. | 3.94K | $217.3K | −$9.04K | Cut−$1.47K |
| AIRE ADVISORS, LLC | 3.93K | $217K | −$9.34K | Cut−$8.9K |
| Braun-Bostich & Associates Inc. | 3.92K | $216.5K | −$9.33K | Cut−$9.85K |
| Madison Wealth Partners, Inc | 3.87K | $213.8K | −$9.22K | Cut−$9.22K |
| Wall Street Financial Group, Inc. | 3.87K | $213.8K | −$9.22K | Cut−$14.6K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 3.83K | $211.5K | — | New |
| Fidelity | 3.82K | $210.9K | −$8.73K | Cut−$394 |
| Rockefeller Capital Management L.P. | 3.76K | $207.6K | −$8.92K | Cut−$8.86K |
| Pallas Capital Advisors LLC | 3.71K | $204.6K | −$8.82K | Cut−$25.1K |
| Advyzon Investment Management, LLC | 3.7K | $204.3K | — | New |
| Rehmann Capital Advisory Group | 3.67K | $202.8K | −$8.7K | Cut−$8.37K |
| Corient Private Wealth LLC | 3.63K | $200.4K | −$8.67K | Cut−$8.18K |
| Kestra Investment Management, LLC | 3.63K | $200.1K | −$8.52K | Cut−$5.59K |
| AE Wealth Management LLC | 3.54K | $195.3K | −$8.39K | Cut−$46K |
| NATIONAL BANK OF CANADA /FI/ | 3.5K | $192.9K | −$4.2K | Added$95K |
| Acropolis Investment Management, LLC | 3.4K | $187.7K | — | New |
| Financial Gravity Asset Management, Inc. | 3.11K | $171.5K | −$7.35K | Cut−$6.3K |
| Rossby Financial, LCC | 2.81K | $156.4K | −$3.61K | Added$47.1K |
| Federation des caisses Desjardins du Quebec | 2.78K | $153.3K | −$6.61K | Cut−$22.4M |
| RAELIPSKIE PARTNERSHIP | 2.4K | $132.8K | −$5.72K | Cut−$5.72K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.35K | $130.6K | −$4.46K | Cut−$423.9K |
| JFS WEALTH ADVISORS, LLC | 2.19K | $121.1K | −$5.22K | Cut−$5.22K |
| FIFTH THIRD BANCORP | 1.93K | $106.7K | — | New |
| Wagner Wealth Management, LLC | 1.92K | $106K | −$4.54K | Cut−$4.32K |
| Western Wealth Management, LLC | 1.92K | $105.7K | — | New |
| Transamerica Financial Advisors, LLC | 1.76K | $97.3K | −$2.39K | Added$39.5K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.6K | $88.3K | — | New |
| Archer Investment Corp | 1.46K | $80.4K | −$3.47K | Cut−$3.41K |
| Rossmore Private Capital | 1.4K | $77.4K | −$3.34K | Cut−$3.34K |
| Ashton Thomas Private Wealth, LLC | 1.06K | $58.5K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.02K | $56.5K | −$2.34K | Cut−$189 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 998 | $55.1K | −$2.33K | Cut−$1.28K |
| VANGUARD ADVISERS INC | 932 | $51.4K | — | Held |
| Dunhill Financial, LLC | 907 | $50.1K | −$2.16K | Cut−$2.16K |
| Investors Research Corp | 839 | $46.3K | −$1.31K | Added$14.7K |
| NBC SECURITIES, INC. | 825 | $45.5K | −$1.96K | Cut−$1.96K |
| BIRCHBROOK, INC. | 814 | $44.9K | −$1.94K | Cut−$1.94K |
| Triumph Capital Management | 803 | $44.3K | −$1.91K | Cut−$1.91K |
| PNC Financial Services Group, Inc. | 795 | $43.9K | −$1.68K | Added$2.74K |
| NBT BANK N A /NY | 662 | $36.5K | −$34.9K | Cut−$1.58K |
| EFG International AG | 615 | $33.9K | — | New |
| CVA Family Office, LLC | 526 | $29K | −$1.25K | Cut−$1.25K |
| Smartleaf Asset Management LLC | 492 | $26.2K | −$2.39K | Cut−$2.39K |
| Golden State Wealth Management, LLC | 469 | $25.9K | −$1.12K | Cut−$1.12K |
| IFP Advisors, Inc | 383 | $21.1K | −$271 | Added$14.6K |
| PARK AVENUE SECURITIES LLC | 310.3K | $17.1K | −$727 | Cut−$464 |
| WealthShield Partners, LLC | 299 | $16.5K | −$705 | Cut−$539 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 282 | $15.6K | −$672 | Cut−$2.11K |
| Kilter Group LLC | 261 | $14.4K | −$590 | Added$128 |
| Kennebec Savings Bank | 260 | $14.4K | — | New |
| Clarity Asset Management, Inc. | 243 | $13.4K | −$595 | Cut−$33.9K |
| Financial Connections Group, Inc. | 227.8K | $12.6K | −$542 | Cut−$1.34K |
Who left
- NewEdge Advisors, LLC$2.71M
- JANE STREET GROUP, LLC$577.7K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$503.9K
- Dana Investment Advisors, Inc.$498.2K
- Diversify Advisory Services, LLC$319.6K
- AXXCESS WEALTH MANAGEMENT, LLC$283.8K
- MERCER GLOBAL ADVISORS INC /ADV$263.3K
- Godfrey Financial Associates, Inc.$243.9K
- One Capital Management, LLC$233.9K
- Buttonwood Financial Group, LLC$211.8K
- Insight Wealth Strategies, LLC$211.2K
- Sigma Planning Corp$205.7K
- Wealth Group Ltd$205.5K
- First National Trust Co$203K
- Qube Research & Technologies Ltd$53K
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.