Stock
Reported value
$689.4M
Holders
308
+22 new · −13 exited
Holders’ est. mark
−$2.77M
Price effect on 232 books still in the name
Largest holder
$84.8M
GOLDMAN SACHS GROUP INC
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 3.38M | $84.8M | −$548.8K | Added$5.64M |
| LPL Financial LLC | 1.63M | $40.8M | −$271K | Added$1.72M |
| MORGAN STANLEY | 976.1K | $24.5M | −$170.8K | Cut−$265.4K |
| EP Wealth Advisors, LLC | 700.9K | $17.6M | −$117K | Added$695.9K |
| AMERIPRISE FINANCIAL INC | 673.2K | $16.9M | −$117.6K | Cut−$3.05M |
| Bank of New York Mellon Corp | 670.8K | $16.8M | −$108.4K | Added$1.19M |
| ROYAL BANK OF CANADA | 666.7K | $16.7M | −$114.2K | Added$293K |
| WELLS FARGO & COMPANY/MN | 609.3K | $15.3M | −$95.6K | Added$1.48M |
| Savant Capital, LLC | 575.7K | $14.4M | −$95K | Added$731.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 543.4K | $13.6M | −$85.2K | Added$1.34M |
| ENVESTNET ASSET MANAGEMENT INC | 527.7K | $13.2M | −$92.4K | Cut−$1.81M |
| Wealthspire Advisors, LLC | 492.5K | $12.3M | −$86.2K | Cut−$445.7K |
| Modera Wealth Management, LLC | 487.7K | $12.2M | −$84.1K | Added$92.4K |
| Allworth Financial LP | 478.1K | $12M | −$78K | Added$738.2K |
| UBS Group AG | 477.3K | $12M | −$76.8K | Added$885.3K |
| ST GERMAIN D J CO INC | 471.5K | $11.8M | −$76.6K | Added$771.9K |
| Baird Financial Group, Inc. | 466.5K | $11.7M | −$78.6K | Added$361.7K |
| LFA - Lugano Financial Advisors SA | 457.1K | $11.4M | −$167.5K | Cut−$167.5K |
| Perigon Wealth Management, LLC | 435.2K | $10.9M | −$76.2K | Cut−$1.23M |
| Milestone Investment Advisors LLC | 422.4K | $10.6M | −$73K | Added$61.1K |
| Mariner, LLC | 419.2K | $10.5M | −$72.5K | Added$44.4K |
| Francis Financial, Inc. | 404.4K | $10.1M | −$70.8K | Cut−$312.6K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 375.6K | $9.42M | −$65.7K | Cut−$109.6K |
| Destination Wealth Management | 361K | $9.05M | −$62.2K | Added$80.4K |
| JPMORGAN CHASE & CO | 354K | $8.85M | −$84.9K | Cut−$1.16M |
| Financial Engines Advisors L.L.C. | 327.6K | $8.21M | −$57.3K | Cut−$304.1K |
| Integris Wealth Management, LLC | 284.6K | $7.13M | −$48K | Added$216.6K |
| Apella Capital, LLC | 281.4K | $7.08M | −$23.4K | Added$512.1K |
| Fisher Asset Management, LLC | 277.7K | $6.96M | −$45.4K | Added$411.4K |
| Elser Financial Planning, Inc | 272.4K | $6.8M | — | New |
| Wescott Financial Advisory Group, LLC | 253.9K | $6.36M | −$42.6K | Added$214K |
| BANK OF AMERICA CORP /DE/ | 249.6K | $6.26M | −$43.7K | Cut−$379.3K |
| Impact Investors, Inc | 242.4K | $6.08M | −$36.9K | Added$749.8K |
| OSAIC HOLDINGS, INC. | 192.6K | $4.83M | −$13.8K | Added$2.82M |
| MATHER GROUP, LLC. | 190.1K | $4.77M | −$31.7K | Added$187.7K |
| Arlington Financial Advisors, LLC | 178.5K | $4.47M | −$28K | Added$435.1K |
| IMPACTfolio, LLC | 176.7K | $4.43M | −$29.1K | Added$230.6K |
| SEEDS INVESTOR LLC | 174K | $4.37M | −$21.9K | Added$124.1K |
| Accredited Investors Inc. | 156.9K | $3.93M | −$27.5K | Cut−$1.04M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 154.4K | $3.87M | −$6.35K | Added$2.95M |
| Bear Mountain Capital, Inc. | 153.8K | $3.87M | −$14.2K | Added$97.5K |
| Brio Consultants, LLC | 148.8K | $3.72M | −$34.3K | Added$515.4K |
| Corient Private Wealth LLC | 147.6K | $3.7M | −$25K | Added$93.4K |
| Plancorp, LLC | 147.3K | $3.69M | −$28.8K | Cut−$28.8K |
| HARBOUR INVESTMENTS, INC. | 142.9K | $3.58M | −$25K | Cut−$100.9K |
| Fiduciary Trust Co | 140.9K | $3.53M | −$23.1K | Added$204K |
| Charter Oak Capital Management, LLC | 138.1K | $3.46M | −$24.2K | Cut−$182.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 138K | $3.45M | −$30.6K | Added$359.2K |
| Clarity Wealth Development LLC | 129.8K | $3.25M | −$22.3K | Added$43.5K |
| CGN Advisors LLC | 128K | $3.21M | −$21.2K | Added$153.8K |
| Northland Capital Management LLC | 124.4K | $3.12M | −$21.8K | Cut−$1.75M |
| One Capital Management, LLC | 121.9K | $3.06M | −$21.2K | Cut−$2.15K |
| Clearstead Advisors, LLC | 118.8K | $2.98M | — | New |
| Cetera Investment Advisers | 109.1K | $2.73M | −$19.1K | Cut−$162.5K |
| NorthRock Partners, LLC | 103.2K | $2.59M | −$17.1K | Added$117K |
| Dynamic Advisor Solutions LLC | 100.6K | $2.52M | −$17.2K | Added$41K |
| STIFEL FINANCIAL CORP | 96.3K | $2.41M | −$16.8K | Cut−$6.66K |
| HighTower Advisors, LLC | 94.6K | $2.37M | −$16.5K | Cut−$59K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 94.6K | $2.37M | −$16.6K | Added$218.9K |
| Brookstone Capital Management | 92.7K | $2.32M | −$15.8K | Added$42.7K |
| REGATTA CAPITAL GROUP, LLC | 90.8K | $2.28M | −$15.4K | Added$61.1K |
| Cardinal Point Capital Management ULC | 90.7K | $2.27M | −$14K | Added$247.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 87K | $2.18M | −$15K | Added$21.2K |
| Flagstone Financial Management | 86.2K | $2.16M | −$15.1K | Cut−$31.1K |
| Kondo Wealth Advisors, Inc. | 81.4K | $2.04M | −$14.2K | Cut−$39.4K |
| CANANDAIGUA NATIONAL CORP | 78.6K | $1.97M | — | Held |
| Omega Financial Group, LLC | 75.9K | $1.9M | −$13.1K | Added$20.1K |
| Strategic Point Investment Advisors, LLC | 75.3K | $1.89M | −$13.2K | Cut−$44.3K |
| Citadel | 75.2K | $1.88M | −$2.13K | Added$1.58M |
| Plum Street Advisors, LLC | 72.5K | $1.82M | −$12.7K | Cut−$79.2K |
| ASSETMARK, INC | 70.8K | $1.78M | −$10.6K | Added$250.3K |
| STALEY CAPITAL ADVISERS INC | 70K | $1.75M | −$12.2K | Cut−$12.3K |
| CWM, LLC | 69.5K | $1.74M | $1.74M | Added$1.74M |
| eCIO, Inc. | 68.4K | $1.71M | −$9.7K | Added$314.4K |
| Advisory Services Network, LLC | 66K | $1.65M | −$11K | Added$69.5K |
| RAYMOND JAMES FINANCIAL INC | 64.9K | $1.63M | −$6.91K | Added$632.8K |
| Focus Partners Wealth | 64.3K | $1.61M | −$11.2K | Cut−$12.6K |
| UMB Bank, n.a. | 60.1K | $1.51M | −$10.5K | Cut−$41.5K |
| ALBION FINANCIAL GROUP /UT | 58.9K | $1.48M | −$10.2K | Cut−$4.38K |
| J.Safra Asset Management Corp | 58.4K | $1.46M | −$10.2K | Cut−$6.7K |
| DAVENPORT & Co LLC | 49.9K | $1.25M | −$8.38K | Added$42.6K |
| Legacy Edge Advisors, LLC | 47.8K | $1.2M | −$6.85K | Added$210.8K |
| ACTION POINT FINANCIAL PLANNING, LLC | 46.3K | $1.16M | — | Held |
| Fort Point Capital Partners LLC | 45.5K | $1.14M | −$8.19K | Cut−$8.19K |
| Kestra Advisory Services, LLC | 44.7K | $1.12M | −$6.87K | Added$128.8K |
| Equitable Holdings, Inc. | 43.5K | $1.1M | $0 | Cut−$27.9K |
| Leonard Rickey Investment Advisors P.L.L.C. | 43.6K | $1.09M | −$7.62K | Cut−$21.8K |
| Decker Retirement Planning Inc. | 43.5K | $1.09M | −$7.25K | Added$44.4K |
| CAPTRUST FINANCIAL ADVISORS | 43K | $1.08M | −$6.79K | Added$99K |
| BLAIR WILLIAM & CO/IL | 42.9K | $1.07M | −$7.5K | Cut−$8.11K |
| Opal Wealth Advisors, LLC | 42.4K | $1.06M | −$6.95K | Added$60K |
| JNBA Financial Advisors | 42.1K | $1.06M | −$7.06K | Added$37.6K |
| BIRCHBROOK, INC. | 41.8K | $1.05M | −$7.05K | Added$28.2K |
| Sequoia Financial Advisors, LLC | 41.4K | $1.04M | −$7.24K | Cut−$188.7K |
| Schneider Downs Wealth Management Advisors, LP | 41K | $1.03M | −$7.18K | Cut−$47.8K |
| Pine Haven Investment Counsel, Inc | 39K | $977K | −$6.75K | Added$3.15K |
| Creative Planning | 37.7K | $944.2K | −$1.44K | Added$735.8K |
| Westfuller Advisors, LLC | 37.2K | $932.4K | −$5.05K | Added$201.5K |
| Summit Wealth Group, LLC | 37.1K | $929.4K | −$6.49K | Cut−$34.8K |
| FRANKLIN RESOURCES INC | 36.6K | $918.1K | −$6.36K | Added$405 |
| Cresset Asset Management, LLC | 34.9K | $874.1K | −$6.1K | Cut−$6.1K |
| Level Financial Advisors | 34.8K | $873.4K | −$6.09K | Cut−$5.57K |
| Arrow Financial Corp | 34.5K | $865.9K | −$6.05K | Cut−$6.05K |
| Rockefeller Capital Management L.P. | 34.4K | $862.3K | −$6.01K | Cut−$8.88K |
| Central Pacific Bank - Trust Division | 33.7K | $845.9K | −$5.91K | Cut−$5.91K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 33.2K | $832.2K | −$5.81K | Cut−$5.81K |
| TD PRIVATE CLIENT WEALTH LLC | 32.8K | $821.2K | −$5.73K | Cut−$395.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31.7K | $793.2K | −$6.17K | Cut−$140.1K |
| Hardy Reed LLC | 31.6K | $791.4K | −$5K | Added$71K |
| Mutual Advisors, LLC | 30.8K | $770.7K | −$3.2K | Added$309K |
| Wealthcare Advisory Partners LLC | 30.7K | $770.2K | −$3.99K | Added$194.8K |
| JANE STREET GROUP, LLC | 30.4K | $762.4K | −$3.7K | Added$228.5K |
| Mason & Associates Inc | 30.2K | $756K | −$2.97K | Added$444K |
| Eley Financial Management, Inc | 28.6K | $716.7K | — | New |
| J. Mark Nickell & Co. | 28.4K | $710.9K | −$4.96K | Cut−$4.96K |
| Ameritas Investment Partners, Inc. | 27.5K | $689.1K | −$4.59K | Added$26.3K |
| JOURNEY STRATEGIC WEALTH LLC | 27.4K | $687.7K | −$4.4K | Added$53K |
| PRESILIUM PRIVATE WEALTH, LLC | 26.4K | $662.3K | −$4.62K | Cut−$17.3K |
| VERITY Wealth Advisors | 26.3K | $659.8K | −$4.61K | Cut−$4.61K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 26K | $652K | −$4.55K | Cut−$165.7K |
| Diversified Enterprises, LLC | 25.3K | $635.1K | −$4.1K | Added$46.1K |
| Tempo Wealth, LLC | 25K | $627.2K | −$4.38K | Cut−$3.68K |
| Avidian Wealth Enterprises, LLC | 24.4K | $611.4K | −$4.24K | Added$275 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24.1K | $604.7K | −$4.22K | Cut−$8.39K |
| LexAurum Advisors, LLC | 24.1K | $604.5K | — | Held |
| Aptus Capital Advisors, LLC | 24K | $602K | −$4.17K | Added$264 |
| NOVARE CAPITAL MANAGEMENT LLC | 23.4K | $586K | −$4.09K | Cut−$145.7K |
| Ally Invest Advisors Inc. | 23K | $577.5K | −$4K | Cut−$495 |
| Exchange Bank | 22.8K | $572.1K | −$3.97K | Cut−$82 |
| Kelsey Financial, LLC | 22.5K | $564K | −$3.77K | Added$20.5K |
| Integrated Wealth Concepts LLC | 22.2K | $556.5K | −$3.42K | Added$63.7K |
| Envestnet Portfolio Solutions, Inc. | 22K | $551.4K | −$3.84K | Cut−$504.5K |
| Forvis Mazars Wealth Advisors, LLC | 21.9K | $548.6K | −$3.83K | Cut−$3.83K |
| Parallel Advisors, LLC | 21.6K | $540.7K | −$1.91K | Added$264.5K |
| CENTRAL TRUST Co | 21.4K | $535.8K | −$3.74K | Cut−$8.79K |
| Shotwell Rutter Baer Inc | 21.2K | $530.7K | −$3.5K | Added$10.9K |
| HEADINVEST, LLC | 21.1K | $528K | −$3.58K | Added$11.6K |
| Farther Finance Advisors, LLC | 21K | $524.3K | −$5.66K | Cut−$18.7K |
| Continuum Advisory, LLC | 20.9K | $522.7K | −$3.61K | Cut−$26 |
| Johnson Bixby & Associates, LLC | 20.3K | $508.5K | −$3.34K | Added$27.1K |
| Midwest Financial Partners Investments, Inc. | 20.2K | $506.8K | −$3.17K | Added$49.6K |
| Private Wealth Management Group, LLC | 20K | $501.1K | −$3.44K | Added$5.06K |
| Archer Investment Management, LLC | 19.4K | $486.7K | — | New |
| Midwest Capital Advisors, LLC | 19.4K | $485.4K | −$3.32K | Added$8.16K |
| Joel Adams & Associates, Inc. | 19.3K | $484.7K | −$3.37K | Added$218 |
| MML INVESTORS SERVICES, LLC | 18.8K | $471.5K | −$3.3K | Cut−$243K |
| One Day In July LLC | 18.6K | $465.5K | −$3.25K | Cut−$3.25K |
| TRUEFG, LLC | 18.5K | $463.9K | −$2.74K | Added$68.8K |
| Townsend Financial Planning, LLC | 18.5K | $462.5K | −$3.24K | Cut−$2.04K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 17.2K | $432.1K | −$3.02K | Cut−$2.09K |
| SGL Investment Advisors, Inc. | 17.1K | $428.4K | −$4.57K | Added$43.4K |
| Aprio Wealth Management, LLC | 17.1K | $427.5K | −$3K | Cut−$48.8K |
| Focus Partners Advisor Solutions, LLC | 16.9K | $423.8K | −$2.86K | Added$11.7K |
| SAX WEALTH ADVISORS, LLC | 16.7K | $421.3K | $0 | Held |
| Beacon Pointe Advisors, LLC | 16.8K | $420.4K | −$1.85K | Added$151.4K |
| Tradition Wealth Management, LLC | 16.3K | $408.3K | −$2.85K | Cut−$5.73K |
| Resonant Capital Advisors, LLC | 16.1K | $404.4K | −$2.82K | Cut−$5.95K |
| AMARA FINANCIAL, LLC. | 15.5K | $388.8K | −$1.71K | Added$144.7K |
| Goepper Burkhardt LLC | 15.2K | $380.8K | −$2.64K | Cut−$135 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 14.2K | $356.7K | −$2.49K | Cut−$2.49K |
| RED REEF ADVISORS LLC | 14.2K | $356.4K | −$2.46K | Added$47 |
| Avantax Planning Partners, Inc. | 14.2K | $355.7K | −$2.48K | Cut−$5.76K |
| Symmetry Partners, LLC | 14.2K | $355.1K | −$2.48K | Cut−$5.74K |
| Cornerstone Financial Management LLC | 13.9K | $349.5K | −$2.45K | Cut−$2.55K |
| ANB BANK | 13.8K | $344.7K | −$1.45K | Added$136.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 13.5K | $339.6K | −$2.38K | Cut−$4.17K |
| Equita Financial Network, Inc. | 13.5K | $339K | −$2.37K | Cut−$8.3K |
| Signature Resources Capital Management, LLC | 13.5K | $337.6K | −$2.25K | Added$13.7K |
| Sigma Planning Corp | 13.4K | $335.1K | −$2.23K | Added$13K |
| Marshall Financial Group, LLC | 13.4K | $334.7K | −$2.34K | Cut−$5.37K |
| Veridan Wealth LLC | 13.3K | $333K | −$2.31K | Cut−$20K |
| EASTERN BANK | 13.3K | $332.2K | −$2.32K | Cut−$2.32K |
| Rehmann Capital Advisory Group | 13K | $326.3K | −$2.26K | Cut−$41.9K |
| NOTTINGHAM ADVISORS, INC. | 12.6K | $315.1K | −$2.2K | Cut−$2.96K |
| VERUS CAPITAL PARTNERS, LLC | 12.4K | $311.3K | −$2.06K | Added$13.7K |
| Financial Plan, Inc. | 12.3K | $308.4K | −$2.15K | Cut−$2.15K |
| True Link Financial Advisors, LLC | 12.2K | $306.1K | −$1.55K | Added$82.3K |
| Western Wealth Management, LLC | 12.2K | $305.3K | −$2.06K | Added$9.04K |
| Independent Advisor Alliance | 11.6K | $290.6K | — | New |
| American Money Management, LLC | 11.6K | $289.9K | −$1.52K | Added$70.2K |
| LRI Investments, LLC | 11.3K | $282.4K | −$1.83K | Added$18.8K |
| Waverly Advisors, LLC | 11.2K | $281.2K | −$1.96K | Cut−$33.8K |
| STRATEGIC ADVISORY PARTNERS, LLC | 11.1K | $279.2K | −$1.95K | Cut−$1.95K |
| Godfrey Financial Associates, Inc. | 11K | $277K | −$1.93K | Cut−$1.73K |
| Berger Financial Group, Inc | 11K | $276.8K | −$1.86K | Added$8.49K |
| Tribridge Partners Financial LLC | 11K | $275.5K | −$2.64K | Cut−$2.65K |
| Larson Financial Group LLC | 11K | $275.1K | −$1.93K | Cut−$46.6K |
| One Wealth Advisors, LLC | 10.9K | $273.2K | −$1.91K | Cut−$169.1K |
| Wells Financial Advisors INC | 10.7K | $267.2K | −$1.86K | Cut−$1.86K |
| Affinity Capital Advisors, LLC | 10.4K | $261.8K | −$1.85K | Cut−$3.03K |
| Stratos Wealth Partners, LTD. | 10.4K | $261K | — | New |
| GRAND WEALTH MANAGEMENT, LLC | 10.4K | $260.1K | −$1.8K | Added$1.09K |
| Cerity Partners LLC | 10.4K | $260K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 10.4K | $259.6K | −$1.6K | Added$124.8K |
| WESBANCO BANK INC | 10.3K | $258.6K | −$1.81K | Cut−$1.81K |
| Wealthfront Advisers LLC | 10.3K | $257.3K | −$1.8K | Cut−$18.5K |
| TRUSTMARK BANK TRUST DEPARTMENT | 10.2K | $254.9K | −$1.78K | Cut−$1.78K |
| Napier Financial, LLC | 10.1K | $252.3K | −$1.76K | Cut−$34K |
| DORVAL Corp | 9.98K | $250.1K | −$1.57K | Added$21.1K |
| FIFTH THIRD BANCORP | 9.8K | $245.7K | — | New |
| RETIREMENT INCOME SOLUTIONS, INC | 9.79K | $245.3K | −$1.71K | Cut−$1.71K |
| TWO SIGMA SECURITIES, LLC | 9.77K | $244.8K | — | New |
| Higgins & Schmidt Wealth Strategies LLC | 9.76K | $244.6K | −$1.66K | Added$5.79K |
| Institute for Wealth Management, LLC. | 9.59K | $240.3K | −$1.68K | Cut−$135K |
| Cadia Private Client LLC | 9.59K | $240.3K | −$1.65K | Added$108 |
| 4Thought Financial Group Inc. | 9.53K | $238.9K | −$1.65K | Cut−$1.18K |
| PDS Planning, Inc | 9.49K | $237.9K | −$1.6K | Added$8.26K |
| Orion Capital Management LLC | 9.46K | $237.1K | −$1.56K | Added$12.4K |
| Private Advisor Group, LLC | 9.15K | $229.3K | −$1.6K | Cut−$118.2K |
| Seaside Wealth Management, Inc. | 9.02K | $226.1K | −$1.56K | Added$466 |
| SWEENEY & MICHEL, LLC | 8.99K | $225.4K | −$1.79K | Cut−$87 |
| MAI Capital Management | 8.98K | $225.2K | −$1.56K | Cut−$107 |
| Whitegate Investment Counselors, Inc. | 8.73K | $218.9K | — | New |
| PFG Investments, LLC | 8.69K | $217.7K | −$1.53K | Cut−$10.6K |
| Evergreen Private Wealth LLC | 8.6K | $215.5K | −$1.19K | Added$44.2K |
| Pathstone Holdings, LLC | 8.59K | $215.3K | −$1.5K | Cut−$1.5K |
| Bigelow Investment Advisors, LLC | 8.56K | $214.5K | −$1.45K | Added$5.24K |
| Sensenig Capital Advisors, Inc | 8.43K | $211.4K | −$1.48K | Cut−$119.3K |
| First Pacific Financial | 8.41K | $210.8K | −$1.47K | Cut−$1.47K |
| AdvisorNet Financial, Inc | 8.36K | $209.6K | −$1.46K | Cut−$70.4K |
| CWC Advisors, LLC. | 8.25K | $206.8K | −$1.45K | Cut−$1.4K |
| Ameritas Advisory Services, LLC | 8.17K | $204.7K | — | New |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 7.83K | $196.2K | — | New |
| Cherry Tree Wealth Management, LLC | 7.3K | $182.9K | −$1.07K | Added$28.7K |
| PRIVATE TRUST CO NA | 7.26K | $182K | −$1.27K | Cut−$1.27K |
| Hills Bank & Trust Co | 6.97K | $174.8K | −$1.17K | Added$5.82K |
| VSM Wealth Advisory, LLC | 6.97K | $174.8K | −$1.22K | Cut−$1.45K |
| Front Row Advisors LLC | 6.49K | $162.7K | −$1.07K | Added$8.96K |
| Morton Brown Family Wealth, LLC | 6.18K | $154.8K | −$818 | Added$36.8K |
| Finley Financial, LLC | 6.15K | $154.2K | −$1.08K | Cut−$1.08K |
| Rossby Financial, LCC | 5.95K | $148.6K | −$710 | Added$82.3K |
| American Capital Advisory, LLC | 5.89K | $147.6K | −$1.03K | Cut−$1.03K |
| WFA of San Diego, LLC | 5.5K | $137.9K | −$962 | Cut−$962 |
| MOTCO | 5.32K | $133.3K | −$931 | Cut−$931 |
| Steward Partners Investment Advisory, LLC | 5.02K | $125.9K | −$875 | Cut−$27.2K |
| Financial Gravity Asset Management, Inc. | 4.88K | $122.4K | −$854 | Cut−$854 |
| Gould Capital, LLC | 4.67K | $117K | −$535 | Added$39.8K |
| US BANCORP \DE\ | 4.59K | $115K | −$804 | Cut−$804 |
| BLUELINE ADVISORS LLC | 4.52K | $113.2K | −$791 | Cut−$28.3K |
| DEUTSCHE BANK AG\ | 4.27K | $107K | — | New |
| Mascoma Wealth Management LLC | 4K | $100.3K | −$699 | Cut−$7.16K |
| GeoWealth Management, LLC | 3.79K | $94.9K | — | New |
| RMG Wealth Management LLC | 3.8K | $94.8K | — | New |
| Ancora Advisors LLC | 3.78K | $94.8K | −$662 | Cut−$662 |
| SHP Wealth Management | 3.4K | $85.3K | −$594 | Cut−$594 |
| Armor Investment Advisors, LLC | 3.2K | $80.2K | −$560 | Cut−$560 |
| Creative Capital Management Investments LLC | 2.99K | $75K | −$524 | Cut−$524 |
| SOFI WEALTH, LLC | 2.62K | $65.7K | −$300 | Added$22.3K |
| Fort Vancouver Investment Management, LLC | 1.92K | $48.2K | −$336 | Cut−$336 |
| AE Wealth Management LLC | 1.87K | $46.8K | −$331 | Cut−$2.58K |
Who left
- Klaas Financial Asset Advisors, LLC$3.46M
- Valeo Financial Advisors, LLC$1.19M
- WHITTIER TRUST CO$511.6K
- Bank Julius Baer & Co. Ltd, Zurich$373.6K
- Compound Planning, Inc.$263K
- COLDSTREAM CAPITAL MANAGEMENT INC$201.5K
- FLAGSHIP HARBOR ADVISORS, LLC$138K
- Johnson Financial Group, Inc.$74.5K
- Clearstead Trust, LLC$39.7K
- Cape Investment Advisory, Inc.$27.3K
- Elyxium Wealth, LLC$3.67K
- GAMMA Investing LLC$404
- Betterment LLC$339
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.