Stock
Reported value
$1.34B
Holders
251
+32 new · −10 exited
Holders’ est. mark
$11.6M
Price effect on 216 books still in the name
Largest holder
$76.2M
Focus Partners Wealth
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.85M
- Fidelity0.0% · $24.7K
- Icahn Capital0.0% · $431.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Focus Partners Wealth | 3.42M | $76.2M | −$264.6K | Added$4.07M |
| MORGAN STANLEY | 3.42M | $76.2M | −$280.3K | Cut−$1M |
| WELLS FARGO & COMPANY/MN | 3.04M | $67.7M | −$233.8K | Added$3.94M |
| BANK OF AMERICA CORP /DE/ | 2.73M | $60.8M | −$217.5K | Added$1.42M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.41M | $53.6M | −$190.8K | Added$2.79M |
| RAYMOND JAMES FINANCIAL INC | 1.95M | $43.4M | −$152.6K | Added$1.77M |
| UBS Group AG | 1.41M | $31.4M | −$83.9K | Added$8.56M |
| BAILARD, INC. | 1.36M | $30.3M | — | New |
| Brookstone Capital Management | 1.35M | $30.2M | −$111.1K | Cut−$438.5K |
| Heartwood Wealth Advisors LLC | 1.29M | $28.8M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 1.27M | $28.3M | −$7.44K | Added$26.3M |
| Financial Advisory Corp | 1.23M | $27.5M | −$80.5K | Added$5.55M |
| Asset Advisors Investment Management, LLC | 1.21M | $27M | −$94.5K | Added$1.26M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.18M | $26.3M | −$97.3K | Added$2.96M |
| HM PAYSON & CO | 1.05M | $23.3M | −$50.8K | Added$9.51M |
| LPL Financial LLC | 1.04M | $23.2M | −$69.9K | Added$4.13M |
| Stratos Wealth Partners, LTD. | 1.01M | $22.6M | −$80.1K | Added$740.6K |
| ATWOOD & PALMER INC | 943.4K | $21M | −$75.8K | Added$354.7K |
| ROYAL BANK OF CANADA | 940.7K | $21M | −$61K | Added$4.21M |
| Horizon Advisory Services, Inc. | 901.2K | $20.1M | −$72.3K | Added$368.2K |
| Journey Advisory Group, LLC | 870.4K | $19.4M | −$69.4K | Added$477.5K |
| Integrated Wealth Concepts LLC | 809.9K | $18M | −$48.2K | Added$4.89M |
| AMERIPRISE FINANCIAL INC | 802.9K | $17.9M | −$39.7K | Added$7.06M |
| MKT Advisors LLC | 802.8K | $17.8M | −$128.3K | Added$283K |
| Baltimore-Washington Financial Advisors, Inc. | 791.7K | $17.6M | −$58.7K | Added$1.63M |
| OneAscent Financial Services LLC | 755.8K | $16.8M | — | New |
| CWM, LLC | 750.3K | $16.7M | $15.7M | Added$16.7M |
| MOSELEY INVESTMENT MANAGEMENT INC | 720.1K | $16M | −$57.7K | Added$297.1K |
| BlackRock, Inc. | 677.5K | $15.1M | −$23.3K | Added$8.73M |
| Denver PWM, LLC | 665.6K | $14.8M | −$109.8K | Cut−$2M |
| Krilogy Financial LLC | 598.9K | $13.3M | −$60.1K | Added$520.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 575.1K | $12.8M | −$47.2K | Cut−$309.6K |
| TITLEIST ASSET MANAGEMENT, LLC | 558.8K | $12.5M | −$24.7K | Added$5.72M |
| STIFEL FINANCIAL CORP | 554.9K | $12.4M | −$45.5K | Cut−$84.8K |
| Legacy Private Trust Co. | 548.1K | $12.2M | −$44.9K | Cut−$49.6K |
| Steward Partners Investment Advisory, LLC | 546.8K | $12.2M | −$44K | Added$178.3K |
| Scissortail Wealth Management, LLC | 518.2K | $11.5M | −$37K | Added$1.45M |
| Trust Co | 509K | $11.3M | −$41.3K | Added$75.6K |
| Wealth Management Strategies, Inc. | 475.6K | $10.6M | −$37.4K | Added$385.5K |
| SHELTON WEALTH MANAGEMENT, LLC | 458.4K | $10.2M | −$31.9K | Added$1.5M |
| MV CAPITAL MANAGEMENT, INC. | 417.9K | $9.31M | −$24.4K | Added$2.67M |
| EIGHT 31 FINANCIAL, LLC | 417.2K | $9.3M | −$34.2K | Cut−$207.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 387.8K | $8.64M | −$25.4K | Added$1.7M |
| OSAIC HOLDINGS, INC. | 385K | $8.58M | −$31.4K | Added$782.9K |
| Snowden Capital Advisors LLC | 382.4K | $8.52M | −$31.4K | Cut−$84.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 324.3K | $7.23M | −$19.5K | Added$1.9M |
| Northstar Group, Inc. | 323.3K | $7.2M | −$24.7K | Added$475K |
| D.A. DAVIDSON & CO. | 309.7K | $6.9M | −$24.1K | Added$336.1K |
| Financial Engines Advisors L.L.C. | 306.1K | $6.82M | −$24.5K | Added$138.3K |
| Carmel Capital Partners, LLC | 291.1K | $6.49M | −$22.1K | Added$450.7K |
| Baird Financial Group, Inc. | 285K | $6.35M | −$16.9K | Added$1.74M |
| CENTRAL TRUST Co | 284.5K | $6.34M | −$22.5K | Added$216.6K |
| OAK FAMILY ADVISORS, LLC | 274.1K | $6.11M | — | New |
| REBALANCE, LLC | 268.4K | $5.98M | −$21.7K | Added$55.5K |
| Probity Advisors, Inc. | 257.7K | $5.74M | −$21.1K | Cut−$3.68M |
| Independent Advisor Alliance | 238K | $5.3M | −$1.5K | Added$4.89M |
| BIP Wealth, LLC | 230K | $5.12M | −$18.8K | Cut−$201.6K |
| FCA CORP /TX | 224.3K | $5M | −$18K | Added$83.1K |
| Stockman Wealth Management, Inc. | 223.1K | $4.97M | −$16.4K | Added$493.6K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 212.1K | $4.73M | −$17.4K | Cut−$530.9K |
| Asset Dedication, LLC | 208.4K | $4.64M | −$12.9K | Added$1.11M |
| Apella Capital, LLC | 194.7K | $4.34M | −$11K | Added$561.9K |
| IFP Advisors, Inc | 187.2K | $4.17M | −$15.1K | Added$40.3K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 178K | $3.97M | −$11.4K | Added$848.7K |
| SIGNATUREFD, LLC | 173K | $3.85M | −$14.2K | Cut−$117.7K |
| Accretive Wealth Partners, LLC | 162.5K | $3.62M | −$12.7K | Added$160.5K |
| Portland Global Advisors LLC | 162.2K | $3.61M | −$11.6K | Added$459.7K |
| Belpointe Asset Management LLC | 160.8K | $3.58M | −$11.4K | Added$464.8K |
| Old Port Advisors | 153K | $3.41M | −$1.11K | Added$3.11M |
| CHATHAM CAPITAL GROUP, INC. | 148K | $3.3M | −$11.9K | Added$63.1K |
| Ashton Thomas Private Wealth, LLC | 147.2K | $3.28M | −$11.9K | Added$48K |
| Collaborative Fund Advisors, LLC | 144K | $3.21M | — | Held |
| Parallel Advisors, LLC | 142.9K | $3.18M | −$11.4K | Added$64.1K |
| Howland Capital Management LLC | 139.7K | $3.11M | −$10.3K | Added$298.6K |
| Cornerstone Planning, LLC | 136.3K | $3.04M | — | New |
| Allworth Financial LP | 135.9K | $3.03M | −$11.1K | Cut−$3.1K |
| Lantz Financial LLC | 134.8K | $3M | −$9.76K | Added$340.4K |
| SCS Capital Management LLC | 131.5K | $2.93M | −$9.31K | Added$391.9K |
| Sanctuary Advisors, LLC | 130.4K | $2.91M | −$10.3K | Added$93.7K |
| JIM SAULNIER & ASSOCIATES, LLC | 126.7K | $2.82M | −$9.49K | Added$233.6K |
| Cetera Investment Advisers | 123.6K | $2.75M | −$10.1K | Cut−$185.3K |
| Midwest Professional Planners, LTD. | 118.8K | $2.65M | −$6.71K | Added$816.5K |
| Capital Investment Advisors, LLC | 116.5K | $2.6M | −$9.56K | Cut−$37.9K |
| Atria Investments, Inc | 115.2K | $2.57M | −$9.17K | Added$66.1K |
| CAPTRUST FINANCIAL ADVISORS | 108.3K | $2.41M | −$8.57K | Added$76.5K |
| Penobscot Investment Management Company, Inc. | 106.5K | $2.37M | −$8.73K | Cut−$49.5K |
| TRANSCEND CAPITAL ADVISORS, LLC | 106.2K | $2.37M | −$8.7K | Cut−$218.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 102.9K | $2.29M | −$16.9K | Cut−$669.2K |
| Hughes Financial Services, LLC | 100K | $2.23M | −$8.1K | Added$19.2K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 94.3K | $2.1M | −$7.71K | Cut−$467 |
| TFR Capital, LLC. | 92.5K | $2.06M | −$1.34K | Added$1.7M |
| Reliant Wealth Planning | 92.3K | $2.06M | −$7.51K | Added$7.42K |
| Essential Planning, LLC. | 92.2K | $2.06M | −$7.56K | Cut−$82.7K |
| Leo Wealth, LLC | 91.4K | $2.04M | −$7.49K | Cut−$286.3K |
| TRUIST FINANCIAL CORP | 90.2K | $2.01M | −$7.25K | Added$35K |
| Citadel | 83.2K | $1.85M | — | New |
| Associated Banc-Corp | 82.5K | $1.84M | −$6.77K | Cut−$62.2K |
| Modern Wealth Management, LLC | 81.3K | $1.81M | −$10.7K | Added$262.7K |
| Valmark Advisers, Inc. | 79.5K | $1.77M | −$6.52K | Cut−$37.3K |
| SUMMITPOINT CAPITAL MANAGEMENT | 79.2K | $1.77M | — | Held |
| Foundry Financial Group, Inc. | 76.1K | $1.7M | −$6.24K | Cut−$73.8K |
| CreativeOne Wealth, LLC | 72K | $1.6M | −$1.45K | Added$1.21M |
| MML INVESTORS SERVICES, LLC | 65.4K | $1.46M | −$5.37K | Cut−$274.9K |
| KFG WEALTH MANAGEMENT, LLC | 65.3K | $1.46M | −$4.8K | Added$148.4K |
| Cerity Partners LLC | 60.8K | $1.35M | −$2.12K | Added$774.9K |
| Montecito Bank & Trust | 59.4K | $1.32M | −$4.87K | Cut−$40.5K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 59.2K | $1.32M | −$2.11K | Added$743.3K |
| Delta Wealth Advisors LLC | 53.5K | $1.19M | −$4.39K | Cut−$12K |
| Horizons Wealth Management | 51.5K | $1.15M | −$4.16K | Added$14.9K |
| KOM Wealth Management Group, LLC | 51K | $1.14M | −$2.31K | Added$506.3K |
| GOLDMAN SACHS GROUP INC | 50.3K | $1.12M | −$2.9K | Added$329.3K |
| Compass Ion Advisors, LLC | 49.7K | $1.11M | −$3.26K | Added$216.9K |
| Mariner, LLC | 49.7K | $1.11M | −$4.06K | Added$464 |
| Kestra Advisory Services, LLC | 48.6K | $1.08M | −$3.97K | Cut−$46.7K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 46.1K | $1.03M | −$3.64K | Added$32.5K |
| MGO ONE SEVEN LLC | 45.5K | $1.01M | −$1.29K | Added$660.2K |
| Granite Harbor Advisors, Inc. | 41.3K | $919.5K | −$3.33K | Added$10.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40K | $892.2K | −$3.28K | Cut−$529K |
| Creative Planning | 39K | $870K | −$2.05K | Added$310.8K |
| Gradient Investments LLC | 38K | $847.9K | −$3.12K | Cut−$41.7K |
| CARY STREET PARTNERS FINANCIAL LLC | 37.8K | $843K | −$3.1K | Cut−$25.5K |
| Great Diamond Partners, LLC | 36.5K | $813.2K | −$1.45K | Added$418.9K |
| DUNCKER STREETT & CO INC | 36.4K | $810.4K | −$2.07K | Added$244.8K |
| LBMC INVESTMENT ADVISORS, LLC | 33.3K | $742K | −$2K | Added$198.7K |
| Wealthspire Advisors, LLC | 32.7K | $729.1K | −$1.33K | Added$367K |
| HARBOUR INVESTMENTS, INC. | 32.1K | $714.5K | −$2.24K | Added$100K |
| Straight Path Wealth Management | 31.5K | $701.2K | −$2.58K | Cut−$17.2K |
| CIBC WORLD MARKET INC. | 31.1K | $692K | −$2.77K | Added$2.46K |
| Mendota Financial Group, LLC | 30.9K | $688.7K | −$2.54K | Added$1.56K |
| Prosperity Planning, Inc. | 30.3K | $675.9K | −$1.51K | Added$263K |
| Stratos Wealth Advisors, LLC | 29.7K | $662.7K | — | New |
| HighTower Advisors, LLC | 29.5K | $656.8K | −$2.39K | Cut−$31.7K |
| Koss-Olinger Consulting, LLC | 28.8K | $642.2K | −$1.99K | Cut−$782 |
| Keeler Thomas Management LLC | 28.7K | $638.5K | −$2.35K | Cut−$726.3K |
| TABLEAUX LLC | 28.5K | $635.6K | −$1.65K | Added$185K |
| Chris Bulman Inc | 28.1K | $626.8K | −$2.31K | Cut−$95.8K |
| BARRETT & COMPANY, INC. | 28.1K | $626.4K | −$2.22K | Added$20.1K |
| Modera Wealth Management, LLC | 28K | $623.1K | −$2.29K | Cut−$2.29K |
| Blake Schutter Theil Wealth Advisors, LLC | 27.6K | $615.8K | −$2.27K | Cut−$2.27K |
| Atwater Malick LLC | 26.9K | $600.4K | — | New |
| Element Wealth, LLC | 26.9K | $600.3K | −$2.07K | Added$35.9K |
| Merit Financial Group, LLC | 26.5K | $590.7K | −$2.16K | Added$402 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 26.5K | $589.6K | −$1.46K | Added$191.9K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 26.2K | $583.2K | −$2.15K | Cut−$2.15K |
| Lido Advisors, LLC | 26.1K | $581.8K | −$1.82K | Added$124.2K |
| EVEXIA WEALTH LLC | 25.4K | $564.7K | −$3.05K | Added$77.1K |
| NATIONAL BANK OF CANADA /FI/ | 24.5K | $545.3K | −$2.12K | Added$17.7K |
| Grant Street Asset Management, Inc. | 24.2K | $540.1K | −$1.98K | Added$1.22K |
| Wealth Advisory Solutions, LLC | 23.6K | $526.8K | −$1.8K | Added$35.5K |
| Black Maple Capital Management LP | 23.3K | $518.1K | −$1.64K | Added$70.8K |
| JOHNSON INVESTMENT COUNSEL INC | 23.2K | $516K | — | New |
| Basepoint Wealth LLC | 22.9K | $509.7K | — | New |
| Beacon Pointe Advisors, LLC | 22.7K | $505K | −$1.58K | Added$74.7K |
| Gilbert & Cook, Inc. | 22.1K | $492.7K | −$1.81K | Cut−$106.8K |
| Eldridge Investment Advisors, Inc. | 21.9K | $485.7K | — | New |
| Daybright Advisory Services, Inc. | 21K | $467.4K | −$1.7K | Added$1.06K |
| Equitable Holdings, Inc. | 20.4K | $457K | $0 | Added$33.5K |
| PRINCIPAL SECURITIES, INC. | 20.4K | $455.6K | −$1.68K | Cut−$12.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 20.3K | $452.9K | −$1.67K | Cut−$42.1K |
| Strategic Financial Concepts, LLC | 20.3K | $451.5K | — | New |
| JANE STREET GROUP, LLC | 19.9K | $443.6K | — | New |
| MAI Capital Management | 19.8K | $441.9K | −$1.65K | Cut−$76.6K |
| Madden Advisory Services, Inc. | 19.7K | $438.2K | — | New |
| Icahn Capital | 19.4K | $431.5K | −$1.59K | Cut−$1.59K |
| Heartland Bank & Trust Co | 19.2K | $428K | −$1.57K | Cut−$1.57K |
| Jacobi Capital Management LLC | 18.7K | $417.2K | −$1.52K | Added$4K |
| Avidian Wealth Enterprises, LLC | 18.4K | $409.9K | — | New |
| Quantinno Capital Management LP | 18.1K | $404.3K | — | New |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 18K | $401.1K | −$1.48K | Cut−$404K |
| BEACON FINANCIAL PLANNING, INC | 18K | $400.4K | — | New |
| Savvy Advisors, Inc. | 17.3K | $385.5K | −$1.03K | Added$103.2K |
| Walleye Partners, LLC | 17.3K | $384.6K | −$1.4K | Added$872 |
| Signature Wealth Management Group | 16.9K | $376.9K | −$1.39K | Cut−$1.39K |
| OneDigital Investment Advisors LLC | 16.9K | $376.9K | −$1.39K | Cut−$1.39K |
| Prime Capital Investment Advisors, LLC | 16.6K | $369K | −$1.31K | Added$11.8K |
| Pinnacle Bancorp, Inc. | 16.2K | $360.2K | −$1.27K | Added$13.7K |
| Kestra Investment Management, LLC | 15.9K | $353.3K | −$1.29K | Added$2.74K |
| Crews Bank & Trust | 15.8K | $351.5K | −$1.24K | Added$13.8K |
| Summit Wealth Partners, LLC | 15.4K | $344.1K | −$1.27K | Cut−$1.27K |
| Trinity Wealth Management, LLC | 15.4K | $342.9K | −$1.26K | Cut−$1.26K |
| High Note Wealth, LLC | 15K | $333.4K | −$989 | Added$63.6K |
| Spectrum Asset Management, Inc. (NB/CA) | 14.7K | $327.4K | −$1.13K | Added$18.7K |
| KPP Advisory Services LLC | 14.6K | $324.8K | −$1.11K | Added$21.2K |
| CFS Investment Advisory Services, LLC | 14.3K | $319.6K | −$930 | Cut−$395 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 14.3K | $319.2K | −$906 | Added$69.2K |
| MISSION WEALTH MANAGEMENT, LP | 14K | $312.6K | — | New |
| Autumn Glory Partners, LLC | 13.7K | $305.7K | −$1.13K | Cut−$508 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 13.5K | $301.9K | −$942 | Added$44K |
| TOWER BRIDGE ADVISORS | 13.5K | $300.3K | — | New |
| Advisory Services Network, LLC | 13.3K | $295.9K | −$980 | Added$27K |
| Raab & Moskowitz Asset Management LLC | 13.2K | $294.9K | −$798 | Added$77.2K |
| ALTERNA WEALTH MANAGEMENT, INC | 13.2K | $293.5K | — | New |
| Yoder Wealth Management, Inc. | 13.1K | $291.2K | −$1.07K | Cut−$1.07K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 12.8K | $285.5K | −$1.06K | Cut−$994 |
| Alamar Capital Management, LLC | 12.7K | $283K | −$1.04K | Cut−$1.04K |
| LIBERTY WEALTH MANAGEMENT LLC | 12.7K | $282K | −$1.03K | Added$371 |
| Towne Trust Company, N.A | 12.4K | $276.3K | −$927 | Added$23.6K |
| DecisionMap Wealth Management, LLC | 12K | $267K | −$982 | Cut−$982 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 11.6K | $259.4K | −$916 | Added$9.56K |
| United Community Bank | 11.5K | $256.7K | — | New |
| Cambridge Financial Group, LLC | 11.5K | $256.2K | $1.54K | Added$1.54K |
| Highland Financial Advisors, LLC | 11.4K | $254.7K | −$937 | Cut−$937 |
| Connecticut Wealth Management, LLC | 11.3K | $251.2K | −$913 | Cut−$623 |
| MLP3, LLC | 11K | $244.8K | — | New |
| CGN Advisors LLC | 10.6K | $235.9K | — | New |
| Guidance Point Advisors, LLC | 10.6K | $235.3K | −$822 | Added$11.2K |
| HANOVER ADVISORS INC | 10.5K | $233.3K | −$859 | Cut−$3.05K |
| Conrad Siegel Investment Advisors, Inc. | 9.78K | $218K | −$779 | Added$3.83K |
| World Investment Advisors | 9.63K | $214.6K | — | New |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 8.39K | $187K | −$684 | Added$408 |
| Physician Wealth Advisors, Inc. | 6.99K | $155.6K | −$571 | Cut−$78.6K |
| Cherry Tree Wealth Management, LLC | 6.04K | $134.6K | −$495 | Cut−$495 |
| Hills Bank & Trust Co | 5.32K | $118.5K | −$422 | Added$3.52K |
| FIFTH THIRD BANCORP | 4.92K | $109.5K | — | New |
| Farther Finance Advisors, LLC | 4.48K | $99.5K | — | New |
| CNB Bank | 4.27K | $95.1K | −$351 | Cut−$1.47K |
| Bogart Wealth, LLC | 3.37K | $75K | −$288 | Cut−$243 |
| US BANCORP \DE\ | 3.05K | $68K | −$250 | Cut−$250 |
| Bank of Jackson Hole Trust | 2.77K | $61.8K | −$227 | Cut−$227 |
| Hara Capital LLC | 2.64K | $58.9K | −$217 | Cut−$217 |
| Mascoma Wealth Management LLC | 1.99K | $44.2K | −$163 | Cut−$163 |
| AE Wealth Management LLC | 1.93K | $43K | −$23 | Added$36.7K |
| BANK OF MONTREAL /CAN/ | 1.73K | $38.5K | −$157 | Added$88 |
| Golden State Equity Partners | 1.5K | $33.4K | — | New |
| Clearstead Trust, LLC | 1.33K | $29.6K | −$109 | Cut−$109 |
| MCF Advisors LLC | 1.31K | $29.1K | −$107 | Cut−$107 |
| PRIVATE TRUST CO NA | 1.16K | $25.9K | −$95 | Cut−$95 |
| Fidelity | 1.11K | $24.7K | −$97 | Cut−$186 |
| Atlantic Union Bankshares Corp | 1.09K | $24.4K | −$90 | Cut−$90 |
| Atlantic Private Wealth, LLC | 1.06K | $23.5K | — | New |
| Clayton Financial Group LLC | 1.04K | $23.3K | −$85 | Added$361 |
| EASTERN BANK | 950 | $21.2K | −$78 | Cut−$78 |
| OLD SECOND NATIONAL BANK OF AURORA | 913 | $20.3K | −$75 | Cut−$20.5K |
| Robbins Farley | 912 | $20.3K | −$75 | Cut−$4.75K |
| Root Financial Partners, LLC | 573 | $12.8K | — | New |
| GILPIN WEALTH MANAGEMENT, LLC | 379 | $8.45K | −$31 | Cut−$31 |
| Janney Montgomery Scott LLC | 287.2K | $6.4K | −$20 | Added$1.02K |
| BOSTON FAMILY OFFICE LLC | 266K | $5.93K | −$20 | Added$299 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 161.3K | $3.59K | −$13 | Added$46 |
| Thrivent Financial for Lutherans | 127.2K | $2.83K | −$10 | Added$379 |
| PARK AVENUE SECURITIES LLC | 112.7K | $2.51K | −$8 | Added$121 |
| Cambridge Investment Research Advisors, Inc. | 110.4K | $2.46K | −$3 | Added$1.4K |
| PNC Financial Services Group, Inc. | 63 | $1.4K | −$5 | Cut−$5 |
| Larson Financial Group LLC | 53 | $1.18K | — | New |
| AlphaCore Capital LLC | 51 | $1.13K | −$20 | Added$2 |
| NBC SECURITIES, INC. | 50 | $1.11K | — | New |
| Opus Capital Group, LLC | 15.8K | $353 | −$1 | Cut−$1 |
| Rockefeller Capital Management L.P. | 7 | $156 | −$1 | Cut−$1 |
| JPMORGAN CHASE & CO | 7 | $156 | — | New |
| First PREMIER Bank | 3.08K | $69 | $0 | Held |
Who left
- NewEdge Advisors, LLC$7.51M
- Tower Research Capital LLC (TRC)$2.31M
- STAR Financial Bank$345.6K
- RFP Financial Group LLC$260.8K
- Cyr Financial Inc.$212.1K
- PRIVATE MANAGEMENT GROUP INC$201.6K
- Kohmann Bosshard Financial Services, LLC$48.1K
- Laurel Wealth Advisors LLC$43.6K
- Key Capital Management, INC$2.33K
- FLOW TRADERS U.S. LLC$222
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.