Stock
Reported value
$1.86B
Holders
403
+68 new · −43 exited
Holders’ est. mark
$68M
Price effect on 218 books still in the name
Largest holder
$240.4M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $5.84M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.36M | $240.4M | $7.77M | Added$2.92M |
| ENVESTNET ASSET MANAGEMENT INC | 1.02M | $104.1M | $3.37M | Cut−$40.3M |
| LPL Financial LLC | 925.6K | $94.2M | $3.05M | Cut−$7.74M |
| 1832 Asset Management L.P. | 857.2K | $87.3M | $1.52M | Added$41.7M |
| JANE STREET GROUP, LLC | 850.8K | $86.6M | $453.1K | Added$73M |
| GOLDMAN SACHS GROUP INC | 679.5K | $69.2M | $2.24M | Cut−$23.1M |
| AMG National Trust Bank | 565.1K | $57.5M | $1.73M | Added$5.7M |
| GREENLEAF TRUST | 448.3K | $45.6M | $1.47M | Added$1.2M |
| Ocean Park Asset Management, LLC | 420.2K | $42.8M | — | New |
| Advisory Alpha, LLC | 415.2K | $42.3M | $1.37M | Cut−$917.6K |
| AMERIPRISE FINANCIAL INC | 346.9K | $35.5M | $1.35M | Cut−$1.95M |
| Baker Avenue Asset Management, LP | 336.4K | $34.2M | $1.11M | Added$1.13M |
| MORGAN STANLEY | 334.1K | $34M | $1.1M | Added$355K |
| Prestige Wealth Management Group LLC | 297.6K | $30.3M | $970.6K | Added$1.23M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 296.4K | $30.2M | $909.2K | Added$2.95M |
| JPMORGAN CHASE & CO | 267.4K | $26.5M | $166.6K | Added$1.28M |
| BlackRock, Inc. | 250.7K | $25.5M | $824.6K | Cut−$9.02M |
| MML INVESTORS SERVICES, LLC | 227.5K | $23.2M | $748.4K | Cut−$6.6M |
| Tradewinds Capital Management, LLC | 209.7K | $21.3M | $624K | Added$2.66M |
| ALLIANCEBERNSTEIN L.P. | 210.5K | $20.7M | −$0 | Cut−$1.41M |
| Cornerstone Planning Group LLC | 178.5K | $20.7M | $1.7M | Added$2.68M |
| Certified Advisory Corp | 179.9K | $18.3M | $577.5K | Added$1.02M |
| ASSETMARK, INC | 170.4K | $17.3M | $560.7K | Cut−$216K |
| CWM, LLC | 164.2K | $16.7M | $16.7M | Added$16.7M |
| BlueStem Wealth Partners, LLC | 161.2K | $16.4M | $390.1K | Added$4.73M |
| TME FINANCIAL, INC. | 160.7K | $16.4M | $367.1K | Added$5.36M |
| Cetera Investment Advisers | 156.3K | $15.9M | $514.3K | Cut−$7.67M |
| Systelligence, LLC | 150.1K | $15.3M | $493.8K | Cut−$6.37M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 149.7K | $15.2M | $492.4K | Added$396.3K |
| CacheTech Inc. | 141.1K | $14.4M | $459K | Added$622.1K |
| OneDigital Investment Advisors LLC | 135.2K | $13.8M | $444.7K | Added$236.4K |
| GUGGENHEIM CAPITAL LLC | 133.8K | $13.6M | $423K | Added$959.4K |
| Adams Wealth Management | 132.6K | $13.5M | $434.3K | Added$492.4K |
| RAYMOND JAMES FINANCIAL INC | 132.5K | $13.5M | $339.7K | Added$3.31M |
| Envestnet Portfolio Solutions, Inc. | 129.4K | $13.2M | $425.8K | Cut−$2.47M |
| AIRE ADVISORS, LLC | 126.7K | $12.9M | $410.5K | Added$608.9K |
| Independence Financial Advisors, LLC | 124.2K | $12.6M | $405.7K | Added$494.7K |
| Onyx Bridge Wealth Group LLC | 118.3K | $12M | $272.9K | Added$3.87M |
| SSI INVESTMENT MANAGEMENT LLC | 114.1K | $11.6M | $244.3K | Added$4.3M |
| NOMURA ASSET MANAGEMENT CO LTD | 110.3K | $11.2M | $362.8K | Added$108.7K |
| Advance Capital Management, Inc. | 109.9K | $11.2M | $361.6K | Cut−$118.9K |
| STIFEL FINANCIAL CORP | 94.6K | $9.62M | $310.8K | Cut−$1.29M |
| Hilltop Partners LLC | 93.3K | $9.5M | $301.9K | Added$460K |
| UBS Group AG | 90.3K | $9.19M | $297K | Added$25.5K |
| Financial Gravity Asset Management, Inc. | 88.5K | $9M | $282.8K | Added$541.2K |
| 360 Financial, Inc. | 81.8K | $8.33M | $266.1K | Added$364.3K |
| Mascagni Wealth Management, Inc. | 81.2K | $8.27M | $244.6K | Added$946.1K |
| MCMORGAN & CO LLC | 79.2K | $8.06M | — | New |
| OSAIC HOLDINGS, INC. | 76.7K | $7.81M | $253K | Cut−$2.72M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 74.5K | $7.58M | $212.7K | Added$1.22M |
| Equitable Holdings, Inc. | 72.2K | $7.11M | −$0 | Added$405.2K |
| Allianz Asset Management GmbH | 65.7K | $6.69M | — | New |
| IHT Wealth Management, LLC | 65.3K | $6.65M | $201.3K | Added$616.4K |
| B. Riley Wealth Advisors, Inc. | 64.9K | $6.44M | $33.8K | Added$1.31M |
| Hershey Financial Advisers, LLC | 63.1K | $6.42M | — | New |
| OpenArc Corporate Advisory, LLC | 62.2K | $6.33M | $204.7K | Cut−$6.29M |
| Central Pacific Bank - Trust Division | 61K | $6.21M | $137.9K | Added$2.08M |
| Plan Group Financial, LLC | 61K | $6.2M | $188.5K | Added$559.8K |
| Citadel | 57.4K | $5.84M | — | New |
| HighTower Advisors, LLC | 57.2K | $5.82M | $188.4K | Added$11.9K |
| CAPITAL WEALTH MANAGEMENT, LLC | 52.4K | $5.33M | $159.5K | Added$557.2K |
| Baron Financial Group, LLC | 49.8K | $5.07M | $163.6K | Added$168K |
| Mariner, LLC | 48.7K | $4.95M | $151K | Added$434.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 48.6K | $4.94M | $101.5K | Added$1.9M |
| Merit Financial Group, LLC | 48.1K | $4.89M | $158.2K | Cut−$439.4K |
| Cambria Investment Management, L.P. | 45.9K | $4.67M | $140.9K | Added$274.2K |
| WETZEL INVESTMENT ADVISORS, INC. | 43.4K | $4.42M | $142.8K | Cut−$155.3K |
| ROYAL BANK OF CANADA | 43.2K | $4.39M | $141.8K | Cut−$191K |
| Sanctuary Advisors, LLC | 43K | $4.37M | $141.3K | Cut−$702.2K |
| HORIZON FINANCIAL SERVICES, LLC | 41.4K | $4.21M | $136.2K | Added$101.1K |
| Savvy Advisors, Inc. | 40.1K | $4.08M | $48.1K | Added$2.64M |
| Bank of New York Mellon Corp | 39.7K | $4.04M | $130.5K | Cut−$2.99M |
| AE Wealth Management LLC | 38.9K | $3.96M | $86.6K | Added$1.37M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37.3K | $3.87M | $63.8K | Cut−$2.71M |
| Mirae Asset Global Investments Co., Ltd. | 34.5K | $3.51M | $98.2K | Added$572.5K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 31.2K | $3.47M | — | New |
| Kestra Advisory Services, LLC | 34.1K | $3.47M | $112.1K | Cut−$1.93M |
| Alliance Wealth Advisors, LLC /UT | 33.3K | $3.39M | $65.6K | Added$1.43M |
| CreativeOne Wealth, LLC | 32.6K | $3.32M | $107.3K | Cut−$878.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31.8K | $3.24M | $103.6K | Cut−$2.85M |
| Arax Advisory Partners | 30.7K | $3.13M | $8.14K | Added$2.88M |
| MERCER GLOBAL ADVISORS INC /ADV | 30.6K | $3.12M | $1.14M | Cut−$2.43M |
| IFP Advisors, Inc | 30.5K | $3.1M | $99.7K | Added$120.7K |
| J.W. COLE ADVISORS, INC. | 29.5K | $3.01M | $72.3K | Added$842.3K |
| Spectrum Planning & Advisory Services Inc. | 27.7K | $2.82M | $91.2K | Cut−$48.4K |
| Clark Capital Management Group, Inc. | 27.3K | $2.78M | $86K | Added$201.7K |
| Compagnie Lombard Odier SCmA | 26.6K | $2.71M | $5.13K | Added$2.56M |
| Ascent Group, LLC | 23.3K | $2.38M | $76.8K | Cut−$658.8K |
| Yorktown Management & Research Co Inc | 23K | $2.34M | $75.7K | Cut−$318.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.5K | $2.29M | $74K | Cut−$630.8K |
| Cordoba Advisory Partners LLC | 22.4K | $2.28M | $35.2K | Added$1.23M |
| Provident Wealth Management, LLC | 21.4K | $2.18M | $70.6K | Added$49.8K |
| Private Advisor Group, LLC | 20.7K | $2.1M | $67.9K | Added$34K |
| Farther Finance Advisors, LLC | 20.3K | $2.09M | $68.2K | Added$530.5K |
| Quartz Partners, LLC | 20.5K | $2.09M | $67K | Added$79.2K |
| TRUIST FINANCIAL CORP | 19.7K | $2.06M | $89.6K | Cut−$1.59M |
| D.A. DAVIDSON & CO. | 20K | $2.03M | $65.8K | Added$18.9K |
| Florin Court Capital LLP | 19.5K | $1.99M | $64.2K | Cut−$2.12M |
| Lido Advisors, LLC | 19.4K | $1.97M | $10.4K | Added$1.38M |
| PRELUDE CAPITAL MANAGEMENT, LLC | 17.9K | $1.82M | — | New |
| Sovran Advisors, LLC | 14.9K | $1.68M | $142.8K | Added$28.5K |
| TSA Wealth Managment LLC | 15.7K | $1.6M | $51.7K | Cut−$448K |
| SOFI WEALTH, LLC | 15.3K | $1.56M | — | New |
| HOHIMER WEALTH MANAGEMENT, LLC | 15K | $1.53M | $49.4K | Added$48.8K |
| Perigon Wealth Management, LLC | 15K | $1.53M | $49.3K | Cut−$110.6K |
| PRINCIPAL SECURITIES, INC. | 14.9K | $1.52M | $49K | Cut−$112.6K |
| Arkadios Wealth Advisors | 14.8K | $1.51M | $47.4K | Added$93.3K |
| Outlook Wealth Advisors, LLC | 14.5K | $1.48M | $47.9K | Added$27.7K |
| Scissortail Wealth Management, LLC | 14.5K | $1.48M | $15.5K | Added$1M |
| CFS Investment Advisory Services, LLC | 13K | $1.46M | $176.5K | Cut−$263.9K |
| Pinion Investment Advisors, LLC | 13.7K | $1.39M | — | New |
| Keystone Wealth Services, LLC | 13.6K | $1.39M | $44.6K | Added$49.9K |
| Strategic Blueprint, LLC | 13.4K | $1.36M | $43.9K | Cut−$48.5K |
| Global Financial Private Client, LLC | 13.3K | $1.35M | $35.4K | Added$294K |
| Elevation Capital Advisory, LLC | 13.1K | $1.33M | — | New |
| PURSUE WEALTH PARTNERS LLC | 13.1K | $1.33M | $43K | Added$43K |
| Stokes Family Office, LLC | 13K | $1.32M | $42.8K | Cut−$121.4K |
| FFG RETIREMENT ADVISORS LLC | 12.7K | $1.29M | $41.7K | Cut−$955.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12.6K | $1.29M | $37.6K | Added$160.9K |
| Integrated Wealth Concepts LLC | 12.6K | $1.29M | $32.4K | Added$313K |
| Tidemark, LLC | 12.5K | $1.27M | $41.1K | Cut−$292.3K |
| Horst & Graben Wealth Management LLC | 11.3K | $1.26M | $151.7K | Cut−$400.6K |
| Windsor Capital Management, LLC | 12.4K | $1.26M | $39.7K | Added$69.3K |
| Quad-Cities Investment Group, LLC | 12K | $1.22M | $39.1K | Added$52.4K |
| Ridgewood Investments LLC | 12K | $1.22M | — | Held |
| Purpose Unlimited Inc. | 12.2K | $1.2M | −$23 | Added$1.19M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.8K | $1.2M | $38.7K | Cut−$394.1K |
| SteelPeak Wealth, LLC | 11.7K | $1.19M | $38.5K | Cut−$1.51M |
| Archer Investment Corp | 11.7K | $1.19M | $38.5K | Added$38.5K |
| WCG Wealth Advisors LLC | 11.7K | $1.19M | $38.3K | Added$36.6K |
| INTEGRITY ALLIANCE, LLC. | 11.6K | $1.18M | $34.6K | Added$141.7K |
| Key Financial Inc | 11.3K | $1.15M | $37.3K | Cut−$11.2K |
| Armor Investment Advisors, LLC | 11K | $1.12M | $36.2K | Added$22.7K |
| Greykasell Wealth Strategies, Inc. | 10.9K | $1.11M | $35.8K | Added$36K |
| Centerline Wealth Advisors, LLC | 10.8K | $1.1M | $35.6K | Cut−$991.8K |
| Midwest Capital Advisors, LLC | 10.7K | $1.08M | $35K | Cut−$351.5K |
| Van Hulzen Asset Management, LLC | 10.3K | $1.05M | $32.1K | Added$88.8K |
| Herold Advisors, Inc. | 10.2K | $1.04M | $33.6K | Cut−$63.9K |
| SWP FINANCIAL LLC | 10.2K | $1.03M | $33.5K | Cut−$744K |
| NorthRock Partners, LLC | 10.1K | $1.03M | $33.3K | Cut−$293.9K |
| Ashton Thomas Private Wealth, LLC | 10K | $1.02M | $33K | Cut−$310.1K |
| Millington Financial Advisors, LLC | 9.07K | $1.02M | $68K | Added$72.7K |
| Revisor Wealth Management LLC | 9.96K | $1.01M | −$13.8K | Added$342.4K |
| United Advisor Group, LLC | 9.94K | $1.01M | $29.6K | Added$125.6K |
| Comprehensive Wealth Management, LLC | 9.87K | $1M | $32.5K | Cut−$87K |
| Cadent Capital Advisors, LLC | 9.54K | $971.5K | — | New |
| Independent Advisor Alliance | 9.3K | $946.3K | — | New |
| Advisors Asset Management, Inc. | 9.27K | $943.5K | $30.5K | Added$30.9K |
| Sigma Planning Corp | 9.27K | $943.3K | $26.3K | Added$155.6K |
| Hennion & Walsh Asset Management, Inc. | 9.17K | $933K | $22.3K | Added$265.2K |
| Atria Investments, Inc | 9.01K | $917.1K | $29.6K | Cut−$808.9K |
| Kovack Advisors, Inc. | 8.59K | $874.4K | $28.5K | Cut−$130.2K |
| Tennessee Valley Asset Management Partners | 8.52K | $867.2K | — | New |
| Cassilly Financial Group LLC | 8.35K | $850.2K | $27.5K | Added$26K |
| SEEDS INVESTOR LLC | 7.69K | $843.9K | — | New |
| Focus Partners Wealth | 8.28K | $842.4K | $27.2K | Added$27.2K |
| GUIDANCE CAPITAL, INC | 7.15K | $828.6K | — | New |
| Pettinga Financial Advisors LLC | 8.12K | $826.2K | $26.7K | Cut−$532.8K |
| Entelevest, LLC | 7.95K | $809.3K | $20K | Added$210.3K |
| Cerity Partners LLC | 7.84K | $798.1K | $11.1K | Added$465.4K |
| CoreCap Advisors, LLC | 7.72K | $786K | $25.4K | Cut−$11.5K |
| Advisory Services Network, LLC | 7.72K | $785.7K | $25.3K | Cut−$91.9K |
| EWA, LLC | 7.66K | $780.1K | $25.2K | Cut−$192.8K |
| Kelly Financial Services LLC | 7.53K | $766K | $24.4K | Cut−$238.1K |
| Atlatl Advisers LLC | 7.49K | $762.5K | $24.6K | Cut−$60.8K |
| Rockefeller Capital Management L.P. | 7.15K | $728.1K | $23.6K | Cut−$265.7K |
| OPPENHEIMER & CO INC | 7.12K | $724.4K | $23.4K | Cut−$48.5K |
| BOOTHBAY FUND MANAGEMENT, LLC | 7.02K | $714.6K | — | New |
| Pictet North America Advisors SA | 6.92K | $704.7K | $22.8K | Cut−$205.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.84K | $695.8K | $22.5K | Added$22.9K |
| Qube Research & Technologies Ltd | 6.82K | $694.4K | $16.5K | Added$200.3K |
| Greenline Wealth Management LLC | 6.8K | $692.1K | $9.65K | Added$403.4K |
| PANORAMIC INVESTMENT ADVISORS, LLC | 6.78K | $690K | $16.3K | Added$201K |
| LPWM LLC | 6.72K | $683.8K | $22.1K | Added$16.5K |
| Aletheian Wealth Advisors LLC | 6.7K | $681.7K | — | Held |
| Comprehensive Money Management Services LLC | 6.66K | $677.4K | $21.9K | Added$21.9K |
| BCGM Wealth Management, LLC | 6.45K | $656.5K | $21.2K | Cut−$5.45K |
| MMA ASSET MANAGEMENT LLC | 6.43K | $655K | — | New |
| Simplicity Wealth,LLC | 6.38K | $649.3K | $21K | Cut−$206K |
| Scarborough Advisors, LLC | 6.36K | $647K | $20.9K | Cut−$24.1K |
| Brookstone Capital Management | 6.3K | $641.6K | $20.7K | Cut−$337.3K |
| Perissos Private Wealth Management, LLC | 6.28K | $638.9K | $20.7K | Cut−$855.1K |
| WEBSTER BANK, N. A. | 6.04K | $614.7K | $1.4K | Added$572.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.03K | $613.6K | — | New |
| O'ROURKE & COMPANY, Inc | 6.01K | $611.8K | $19.7K | Added$2.6K |
| Centurion Wealth Management LLC | 5.9K | $600.4K | $19.4K | Cut−$189.6K |
| Investment Management Trust, LLC | 5.8K | $589.9K | — | Held |
| Synergy Investment Management, LLC | 5.55K | $564.5K | $18.3K | Added$12.4K |
| Tempus Wealth Planning, LLC | 5.53K | $562.7K | — | New |
| FIFTH THIRD BANCORP | 5.5K | $560K | — | New |
| Security Financial Services, INC. | 5.47K | $556.8K | $17.6K | Added$30.1K |
| Dynamic Advisor Solutions LLC | 5.39K | $549K | $17.8K | Cut−$742.7K |
| Archer Investment Management, LLC | 5.39K | $548.4K | $9.09K | Added$276.3K |
| McAdam, LLC | 5.34K | $543.9K | $15.2K | Added$90.5K |
| PRIVATE TRUST CO NA | 5.17K | $543.7K | $34.9K | Added$20.7K |
| LANE BROTHERS & CO INC | 5.32K | $541K | $17.4K | Added$17.7K |
| Valmark Advisers, Inc. | 5.24K | $533.3K | $13.6K | Added$126.4K |
| Range Financial Group LLC | 5.2K | $529.4K | $17.1K | Cut−$169.7K |
| Sharkey, Howes & Javer | 5.2K | $529K | $17.1K | Cut−$293.9K |
| Quadrant Private Wealth Management, LLC | 5.02K | $511.4K | $16.5K | Cut−$8.39K |
| WELLS FARGO & COMPANY/MN | 5.02K | $511.2K | $15.2K | Added$56.1K |
| Acorn Wealth Advisors, LLC | 4.96K | $504.6K | $16.3K | Added$13.6K |
| Focus Financial Network, Inc. | 4.92K | $501K | $16.2K | Cut−$20.6K |
| Snowden Capital Advisors LLC | 4.84K | $492.8K | $15.9K | Added$13.7K |
| Tidal Investments LLC | 4.84K | $492.3K | $15.3K | Cut−$375.6K |
| Keebeck Wealth Management | 4.79K | $487.8K | $7.55K | Added$261.7K |
| Able Wealth Management LLC | 4.65K | $473.3K | $15.3K | Cut−$320.1K |
| Shared Vision Wealth Group LLC | 4.53K | $461.5K | −$8.37K | Cut−$284K |
| Kestra Investment Management, LLC | 4.53K | $461.2K | $14.9K | Cut−$2.89M |
| OneAscent Financial Services LLC | 4.53K | $460.8K | $14.9K | Added$10.9K |
| Transamerica Financial Advisors, LLC | 4.5K | $457.9K | $14.9K | Cut−$40.2K |
| Modera Wealth Management, LLC | 4.5K | $457.9K | $14.8K | Added$10.9K |
| Stratos Wealth Partners, LTD. | 4.49K | $456.9K | — | New |
| Stonebridge Financial Group, LLC / MO | 4.47K | $455.4K | $9.69K | Added$166.8K |
| BOS Asset Management, LLC | 4.47K | $454.8K | $14.7K | Added$10.1K |
| CALTON & ASSOCIATES, INC. | 4.46K | $454.4K | $13.7K | Added$44.4K |
| Mosley Wealth Management | 4.49K | $448.8K | −$9.87K | Cut−$6.07K |
| Pflug Koory, LLC | 4.4K | $447.8K | $14.5K | Added$14.5K |
| McNaughton Wealth Management, LLC | 4.38K | $445.6K | $14.4K | Cut−$148.7K |
| MGO ONE SEVEN LLC | 4.37K | $445.2K | $12.8K | Added$63K |
| Advisors Preferred, LLC | 4.37K | $444.7K | $4.04K | Added$215.3K |
| &PARTNERS | 4.23K | $430.7K | $14.4K | Cut−$349.3K |
| WealthShield Partners, LLC | 4.23K | $430.6K | $13.9K | Cut−$375.6K |
| Creative Planning | 4.18K | $426K | $6.81K | Added$221.6K |
| CURTIS WEALTH MANAGEMENT LLC | 4.09K | $416.8K | −$7.57K | Cut−$407.1K |
| FORM Wealth Advisors, LLC | 4.09K | $415.9K | $13.3K | Added$14.4K |
| Trek Financial, LLC | 4.03K | $410.3K | $13.3K | Cut−$139K |
| Braun-Bostich & Associates Inc. | 4.01K | $408.4K | $13.2K | Added$9.46K |
| Wealthfront Advisers LLC | 3.99K | $406.4K | $11.9K | Added$49.4K |
| Compound Planning, Inc. | 3.96K | $403.2K | — | New |
| PFG Advisors | 3.93K | $399.6K | $12.9K | Cut−$454.2K |
| Creekside Partners | 3.69K | $375.3K | — | New |
| Quarry LP | 3.63K | $369.5K | — | New |
| Golden State Equity Partners | 3.62K | $368.9K | — | New |
| Robertson Stephens Wealth Management, LLC | 3.56K | $362.6K | $11.7K | Added$8.37K |
| Centennial Advisors, LLC | 3.56K | $362.3K | — | New |
| SCOTIA CAPITAL INC. | 3.55K | $361.7K | — | New |
| Concurrent Investment Advisors, LLC | 3.55K | $361K | $7.72K | Added$131.9K |
| Bay Harbor Wealth Management, LLC | 3.5K | $356.5K | $11.5K | Cut−$340.2K |
| ALTERNA WEALTH MANAGEMENT, INC | 3.45K | $351.2K | $11.4K | Cut−$49.5K |
| WEALTH ALLIANCE, LLC | 3.45K | $351K | $8.27K | Added$103.2K |
| Front Row Advisors LLC | 3.44K | $350.4K | $11.3K | Added$11.3K |
| Balboa Wealth Partners | 3.41K | $347.3K | — | New |
| Gotham Asset Management, LLC | 3.38K | $344.4K | $10.8K | Added$19.8K |
| Strategic Financial Concepts, LLC | 3.37K | $343K | — | New |
| FIRETHORN WEALTH PARTNERS, LLC | 3.37K | $342.8K | $9.06K | Added$71.9K |
| Prospera Financial Services Inc | 3.34K | $340.4K | $10.9K | Added$13.2K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 3.33K | $339.3K | $10.9K | Cut−$57.7K |
| SigFig Wealth Management, LLC | 3.33K | $339.2K | $11K | Cut−$290.8K |
| CITIZENS FINANCIAL GROUP INC/RI | 3.23K | $328.9K | $10.6K | Added$10.6K |
Who left
- Provida Pension Fund Administrator$193.7M
- Howard Capital Management Inc.$29.1M
- Dynasty Wealth Management, LLC$12.5M
- NewEdge Advisors, LLC$8.73M
- Diversify Advisory Services, LLC$6.09M
- Friedenthal Financial$4.19M
- PLANWISER FINANCIAL, LLC$2.73M
- BCV Asset Management Inc.$2.46M
- CROBAN$2.23M
- SAGESPRING WEALTH PARTNERS, LLC$1.05M
- Independent Wealth Network Inc.$646.1K
- KFG WEALTH MANAGEMENT, LLC$444.4K
- Calamos Wealth Management LLC$317K
- Cobblestone Asset Management LLC$308K
- Icon Wealth Advisors, LLC$306K
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.