Stock
Reported value
$2.79B
Holders
368
+52 new · −18 exited
Holders’ est. mark
$94.9M
Price effect on 228 books still in the name
Largest holder
$721.6M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $277.1M
- Icahn Capital0.0% · $1.73M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18.2M | $721.6M | $28M | Added$67.2M |
| Fidelity | 6.98M | $277.1M | $11.4M | Added$5M |
| JPMORGAN CHASE & CO | 4.48M | $172.4M | $2.06M | Cut−$5.05M |
| MERCER GLOBAL ADVISORS INC /ADV | 3.49M | $138.3M | $5.68M | Cut−$1.07M |
| Savvy Advisors, Inc. | 2.24M | $88.9M | $2.36M | Added$33.8M |
| LPL Financial LLC | 1.94M | $76.8M | $1.72M | Added$36.6M |
| BANK OF AMERICA CORP /DE/ | 1.6M | $63.6M | $2.02M | Added$16.5M |
| MORGAN STANLEY | 1.45M | $57.7M | $1.78M | Added$16.1M |
| Focus Partners Wealth | 1.02M | $40.5M | $1.67M | Added$534.8K |
| JANE STREET GROUP, LLC | 920.2K | $36.5M | $953.2K | Added$14.3M |
| AMERIPRISE FINANCIAL INC | 895.6K | $35.5M | $1.48M | Cut−$3.54M |
| Kathmere Capital Management, LLC | 812.8K | $32.3M | $1.32M | Added$1.42M |
| HUB Investment Partners, LLC | 783.8K | $31.1M | $1.21M | Added$2.82M |
| ENVESTNET ASSET MANAGEMENT INC | 782.2K | $31M | $821.3K | Added$11.9M |
| OSAIC HOLDINGS, INC. | 679.1K | $26.9M | $870.7K | Added$6.56M |
| Armbruster Capital Management, Inc. | 675.1K | $26.8M | $1.1M | Added$378K |
| VICTORY FINANCIAL GROUP, LLC | 626K | $24.8M | $946.4K | Added$2.75M |
| Alliance Wealth Advisors, LLC /UT | 591.9K | $23.5M | $616.1K | Added$9.11M |
| INVENIO WEALTH PARTNERS LLC | 579.3K | $23M | $557.6K | Added$9.97M |
| KWB Wealth | 576.8K | $21.9M | $18 | Cut−$297.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 515.6K | $20.7M | $680.6K | Cut−$4.11M |
| UBS Group AG | 482.1K | $19.1M | $485.9K | Added$7.79M |
| Integrated Wealth Concepts LLC | 414.6K | $16.5M | $647.5K | Added$1.34M |
| ROYAL BANK OF CANADA | 409.4K | $16.2M | $186.7K | Added$11.9M |
| Erste Asset Management GmbH | 419.3K | $16.1M | $192.9K | Added$192.9K |
| AdvisorShares Investments LLC | 404.9K | $16.1M | $660K | Cut−$1.42M |
| CAPITAL ADVISORS INC/OK | 401.8K | $15.9M | $636.2K | Added$1.09M |
| US BANCORP \DE\ | 396K | $15.7M | $129.6K | Added$12.7M |
| MML INVESTORS SERVICES, LLC | 386.4K | $15.3M | $428.8K | Added$5.32M |
| Ackerman Capital Advisors, LLC | 379.4K | $15.1M | $616.7K | Added$660K |
| Heck Capital Advisors, LLC | 368.3K | $14.6M | $600.4K | Cut−$1.07M |
| Foster Group, Inc. | 366.8K | $14.6M | $597.9K | Cut−$92.2K |
| High Probability Advisors, LLC | 362.4K | $14.4M | $590.7K | Added$363.5K |
| RAYMOND JAMES FINANCIAL INC | 360.4K | $14.3M | $583.3K | Added$683.1K |
| Meridian Financial Partners LLC | 354.6K | $14.3M | $264.5K | Added$1.23M |
| OneDigital Investment Advisors LLC | 346.8K | $13.8M | $565.2K | Added$568.3K |
| Plancorp, LLC | 318.4K | $13.2M | $1.12M | Added$1.15M |
| Freedom Investment Management, Inc. | 325.5K | $12.9M | $530.6K | Cut−$14.5K |
| Private Advisor Group, LLC | 313.2K | $12.4M | $338.5K | Added$4.53M |
| Ashton Thomas Private Wealth, LLC | 310.3K | $12.3M | $502.3K | Added$585.5K |
| Pioneer Family Office, LLC | 300.8K | $11.9M | — | New |
| TITLEIST ASSET MANAGEMENT, LLC | 294.6K | $11.7M | $430.5K | Added$1.64M |
| One Wealth Advisors, LLC | 291.4K | $11.6M | $475K | Added$212.6K |
| Farrow Financial, Inc. | 281.3K | $11.2M | $458.5K | Added$437.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 271.3K | $10.8M | $95.9K | Added$8.53M |
| ATLAS CAPITAL ADVISORS INC. | 270.4K | $10.7M | $440.7K | Added$316.2K |
| IRONWOOD WEALTH MANAGEMENT, INC. | 256.5K | $10.7M | $648.9K | Added$399.2K |
| Per Stirling Capital Management, LLC. | 267.6K | $10.6M | $436.2K | Cut−$657.4K |
| Cetera Investment Advisers | 253.8K | $10.1M | $389.2K | Added$984.6K |
| Focus Partners Advisor Solutions, LLC | 252.3K | $9.99M | $393.2K | Cut−$741.4K |
| Systelligence, LLC | 234K | $9.28M | $381.4K | Cut−$578.9K |
| Rockefeller Capital Management L.P. | 231.4K | $9.18M | $336.3K | Added$1.33M |
| Sanctuary Advisors, LLC | 228.2K | $9.05M | $371.9K | Added$320.3K |
| GOLDMAN SACHS GROUP INC | 224.9K | $8.93M | $256.9K | Added$2.93M |
| IFP Advisors, Inc | 224.8K | $8.92M | $268K | Added$2.66M |
| Cobblestone Asset Management LLC | 209.8K | $8.33M | $342K | Cut−$2.75K |
| Aptus Capital Advisors, LLC | 207.9K | $8.25M | $338.8K | Added$150.7K |
| STIFEL FINANCIAL CORP | 203.8K | $8.09M | $328.9K | Added$408K |
| &PARTNERS | 197.5K | $7.84M | $190.6K | Added$4.07M |
| RHS Financial, LLC | 193.8K | $7.69M | $306.6K | Added$533.4K |
| HighTower Advisors, LLC | 192.6K | $7.64M | $227.2K | Added$2.34M |
| TRUST POINT INC. | 190.3K | $7.55M | $310.2K | Cut−$9.15M |
| Kestra Advisory Services, LLC | 187.2K | $7.43M | $290.2K | Added$655.1K |
| Parallel Advisors, LLC | 184.2K | $7.31M | $278K | Added$819.3K |
| JNBA Financial Advisors | 182.7K | $7.25M | $297.8K | Cut−$1.2M |
| TLT Family Holdco ULC | 172.7K | $6.85M | $281.5K | Added$281.5K |
| Good Harbor Advisors, Inc. | 163.1K | $6.47M | $265.2K | Added$281.4K |
| RIVERSEDGE ADVISORS, LLC | 150K | $5.95M | — | New |
| Keebeck Wealth Management | 145.2K | $5.76M | $236.7K | Added$236.6K |
| ShoreHaven Wealth Partners, LLC | 129.8K | $5.15M | $211.6K | Added$23.9K |
| U.S. Capital Wealth Advisors, LLC | 128.9K | $5.11M | $175.5K | Added$1.02M |
| Prosperity Planning, Inc. | 126.2K | $5.01M | $205.6K | Cut−$39.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 118.6K | $4.7M | — | New |
| Phoenix Financial Ltd. | 118.2K | $4.69M | $192.7K | Added$192.7K |
| SCS Capital Management LLC | 114.6K | $4.55M | $186.8K | Added$135.8K |
| SAGESPRING WEALTH PARTNERS, LLC | 110.9K | $4.4M | $177.7K | Added$252.4K |
| McBroom & Associates, LLC | 108.5K | $4.31M | $126.6K | Added$1.35M |
| SAXON INTERESTS, INC. | 107.1K | $4.25M | $174.6K | Added$65.3K |
| MONEY CONCEPTS CAPITAL CORP | 102.2K | $4.05M | — | New |
| TRUIST FINANCIAL CORP | 97.4K | $3.87M | $158.8K | Cut−$477 |
| World Investment Advisors | 96.7K | $3.84M | $100K | Added$1.5M |
| PMG Wealth Management, Inc. | 95.7K | $3.8M | $149.8K | Added$301.1K |
| IHT Wealth Management, LLC | 93.5K | $3.71M | $152.4K | Cut−$88.1K |
| Concurrent Investment Advisors, LLC | 92.3K | $3.66M | $150.4K | Cut−$5.06M |
| CSS LLC/IL | 90.3K | $3.58M | $147.1K | Added$147.1K |
| Harbour Wealth Management Group, Inc. | 90.1K | $3.57M | $146.8K | Added$100.1K |
| Bell Investment Advisors, Inc | 89.5K | $3.55M | $145.9K | Added$63.7K |
| Cypress Wealth Services, LLC | 89.1K | $3.54M | $145.2K | Added$32.9K |
| KICKSTAND VENTURES, LLC. | 87.3K | $3.46M | $142K | Added$148.9K |
| BlackRock, Inc. | 86.6K | $3.44M | $125.2K | Added$512.8K |
| Tacita Capital Inc | 84.9K | $3.37M | $137.9K | Added$147.8K |
| Cerity Partners LLC | 83.1K | $3.3M | $135.5K | Added$107.8K |
| Quantum Portfolio Management LLC | 82.7K | $3.28M | $78K | Added$1.46M |
| VANCE WEALTH, LLC | 81.5K | $3.23M | $132.8K | Cut−$14.7K |
| Clayton Partners LLC | 81K | $3.21M | $131.5K | Added$143.9K |
| Stonehage Fleming Financial Services Holdings Ltd | 78.1K | $3.1M | $40.7K | Added$2.15M |
| Balance Wealth, LLC | 76.5K | $3.04M | $122.3K | Added$182K |
| TSA Wealth Managment LLC | 75.9K | $3.01M | $123.7K | Cut−$39.2K |
| Vise Technologies, Inc. | 74.4K | $2.83M | $0 | Held |
| ONE Advisory Partners, LLC | 69.6K | $2.76M | $113.5K | Added$70.3K |
| Cassilly Financial Group LLC | 69.6K | $2.76M | $112.8K | Added$126.9K |
| Valued Wealth Advisors LLC | 68.3K | $2.71M | $111.4K | Added$102.9K |
| WEALTH ALLIANCE, LLC | 66.1K | $2.62M | $107.8K | Cut−$23K |
| Equitable Holdings, Inc. | 67K | $2.55M | $0 | Cut−$30K |
| Strategic Blueprint, LLC | 63.3K | $2.51M | $102.6K | Added$116.3K |
| WealthPlan Investment Management, LLC | 63.2K | $2.51M | $103K | Added$88.7K |
| JBF Capital, Inc. | 60K | $2.38M | $97.8K | Added$97.8K |
| Red Wave Investments LLC | 59.4K | $2.36M | $96.8K | Added$96.8K |
| Redhawk Wealth Advisors, Inc. | 58.6K | $2.32M | $92.4K | Added$166.8K |
| Creative Planning | 57.3K | $2.28M | $87K | Added$244.3K |
| Kingsview Wealth Management, LLC | 57.1K | $2.27M | $93.1K | Cut−$3.3M |
| Mariner, LLC | 54.2K | $2.15M | $67.2K | Added$582.5K |
| Allworth Financial LP | 52.6K | $2.09M | $85.7K | Added$85.7K |
| Mayflower Financial Advisors, LLC | 52.4K | $2.08M | $85.5K | Added$23.5K |
| Bank Julius Baer & Co. Ltd, Zurich | 51.7K | $2.05M | $62.5K | Added$592.2K |
| COGENT STRATEGIC WEALTH LLC | 48.2K | $1.91M | −$9.63K | Cut−$9.63K |
| Breakwater Capital Group | 47.4K | $1.88M | $73.8K | Added$155.9K |
| Sequoia Financial Advisors, LLC | 46K | $1.82M | $74.9K | Added$51.5K |
| Regal Investment Advisors LLC | 44K | $1.75M | — | New |
| Icahn Capital | 43.7K | $1.73M | $46.5K | Added$648.6K |
| Index Technologies Group LLC | 43.4K | $1.72M | $42.3K | Added$735.8K |
| Horst & Graben Wealth Management LLC | 41.2K | $1.68M | $114.2K | Added$91.6K |
| BEACON FINANCIAL GROUP | 42.4K | $1.68M | $69K | Added$69K |
| Golden State Equity Partners | 42.3K | $1.68M | $10.6K | Added$1.43M |
| Simplicity Wealth,LLC | 41.7K | $1.66M | $66.2K | Added$109.7K |
| MAIMON WEALTH MANAGEMENT LTD. | 43K | $1.65M | $18.5K | Added$123.5K |
| TOWLE & CO | 40.7K | $1.61M | — | New |
| Empowered Funds, LLC | 40.5K | $1.61M | $20.8K | Added$1.12M |
| GRANVILLE CAPITAL, INC. | 39.8K | $1.58M | $64.9K | Added$64.9K |
| Beacon Pointe Advisors, LLC | 39.6K | $1.57M | $64.5K | Cut−$83.9K |
| CAPTRUST FINANCIAL ADVISORS | 39.4K | $1.56M | $59.1K | Added$150K |
| W ADVISORS, LLC | 39.3K | $1.56M | $64K | Added$63.5K |
| TD Waterhouse Canada Inc. | 36.8K | $1.48M | — | New |
| Kovack Advisors, Inc. | 36.5K | $1.45M | — | New |
| JDH Wealth Management, LLC | 35.4K | $1.41M | $57.8K | Cut−$254.3K |
| Waverly Advisors, LLC | 34.2K | $1.36M | $32.6K | Added$594.3K |
| Stokes Family Office, LLC | 33.2K | $1.32M | $54.1K | Added$35.1K |
| Squire Investment Management Company, LLC | 33.1K | $1.31M | $53.9K | Cut−$63.1K |
| NORTHERN TRUST CORP | 32.9K | $1.31M | $49.1K | Added$158.8K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 32.6K | $1.29M | $53.2K | Added$53.2K |
| J.W. COLE ADVISORS, INC. | 31.5K | $1.25M | $148.9K | Added$296K |
| Advisory Services Network, LLC | 30.7K | $1.22M | $47.9K | Added$102.3K |
| Brand Asset Management Group, Inc. | 30.4K | $1.21M | $49.6K | Cut−$47.5K |
| Quantinno Capital Management LP | 30.1K | $1.19M | $49K | Added$37.9K |
| Greenline Wealth Management LLC | 29.8K | $1.18M | $6.1K | Added$1.04M |
| Affinity Capital Advisors, LLC | 29.6K | $1.17M | $48.3K | Added$42.3K |
| G&S Capital LLC | 29K | $1.15M | $47.3K | Added$42.6K |
| Ascent Group, LLC | 28.7K | $1.14M | $46.2K | Added$60.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 28.5K | $1.13M | $35.8K | Added$294.6K |
| MA Private Wealth | 27.6K | $1.09M | $45K | Added$43.2K |
| Farther Finance Advisors, LLC | 26.5K | $1.07M | $54.9K | Added$155.9K |
| Altrius Capital Management Inc | 26.8K | $1.06M | $39.7K | Added$136.9K |
| Csenge Advisory Group | 26.8K | $1.06M | $41.9K | Added$82.6K |
| Corient Private Wealth LLC | 27.1K | $1.05M | $20.8K | Added$110.6K |
| BENJAMIN EDWARDS INC | 26.4K | $1.05M | — | New |
| FIRETHORN WEALTH PARTNERS, LLC | 26.3K | $1.05M | $42.7K | Added$47.3K |
| Prospera Financial Services Inc | 26.1K | $1.03M | $35.2K | Added$210.1K |
| Johnson Bixby & Associates, LLC | 25.9K | $1.03M | $42.2K | Cut−$63.4K |
| Shared Vision Wealth Group LLC | 25.7K | $1.02M | −$10K | Cut−$6.59K |
| Stonebrook Private Inc. | 25.2K | $998.2K | $41K | Added$42K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24.4K | $969.2K | $39.8K | Added$39.8K |
| Wealthfront Advisers LLC | 23.9K | $947.7K | $28.7K | Added$277.8K |
| EP Wealth Advisors, LLC | 23.7K | $939.5K | $37.5K | Added$64.1K |
| Braun-Bostich & Associates Inc. | 23.7K | $938.7K | $38.6K | Added$38.6K |
| Cresset Asset Management, LLC | 23.6K | $935.3K | $37.5K | Added$59.5K |
| Savant Capital, LLC | 23.5K | $933.7K | $30K | Added$233.1K |
| Index Fund Advisors, Inc. | 23.5K | $933.4K | $38.3K | Added$38.3K |
| Vision Capital Management, Inc. | 23.3K | $924.7K | $38K | Added$38K |
| Patriot Financial Group Insurance Agency, LLC | 23.2K | $921.5K | $19.4K | Added$468.8K |
| Asempa Wealth Advisors | 22.6K | $911.4K | $51.7K | Cut−$91.4K |
| UNIQUE WEALTH, LLC | 22.9K | $909.4K | $34.9K | Added$95.6K |
| VestGen Advisors, LLC | 21.2K | $896.4K | $90.3K | Added$93.3K |
| WEALTHGARDEN F.S. LLC | 21.7K | $861.8K | −$8.47K | Cut−$8.83K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 20.7K | $861.6K | $57.4K | Added$61.1K |
| SFMG, LLC | 21.1K | $836.6K | $34.4K | Added$34.4K |
| Wise Wealth Partners | 21K | $831.6K | $34.2K | Added$34.2K |
| Nicholas Hoffman & Company, LLC. | 20.9K | $829.8K | $34.1K | Added$34.1K |
| Bleakley Financial Group, LLC | 19.8K | $787.6K | — | New |
| Avidian Wealth Enterprises, LLC | 19.3K | $767.7K | $31.5K | Added$31.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18.3K | $726.7K | $27.8K | Added$78.7K |
| TWO SIGMA SECURITIES, LLC | 17.9K | $709.2K | $29.1K | Cut−$258.6K |
| Envestnet Portfolio Solutions, Inc. | 17.4K | $690.6K | $23.9K | Added$132.6K |
| Aprio Wealth Management, LLC | 17.3K | $684.8K | $28.1K | Added$28.1K |
| Vistica Wealth Advisors, LLC | 17K | $675.6K | $27.8K | Added$27.8K |
| Smartleaf Asset Management LLC | 17.3K | $665.8K | $3.98K | Added$2.79K |
| Peirce Capital Management, LLC | 16.6K | $658.8K | $27.1K | Cut−$30.8K |
| DRIVE WEALTH MANAGEMENT, LLC | 16.5K | $654.6K | $26.9K | Added$19.3K |
| Kelly Financial Services LLC | 15.9K | $631.5K | $26.3K | Cut−$176.6K |
| Lauterbach Financial Advisors, LLC | 15.9K | $629.6K | $25.9K | Added$25.9K |
| CWM, LLC | 15.8K | $625.2K | $621K | Added$624.6K |
| Summit Financial, LLC | 15.7K | $624.8K | $9.58K | Added$401.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 15.4K | $610.4K | $24.9K | Added$29.3K |
| Meridian Wealth Management, LLC | 15.2K | $601.4K | — | New |
| NWAM LLC | 15.1K | $600.7K | $7.7K | Added$16K |
| LJI Wealth Management, LLC | 15K | $596.6K | $24.5K | Added$24.5K |
| FIFTH THIRD BANCORP | 14.9K | $592.2K | $2.58K | Added$532K |
| Hoxton Planning & Management, LLC | 14.9K | $592K | $24.3K | Cut−$31.6K |
| MGO ONE SEVEN LLC | 14.6K | $578.8K | $13.1K | Added$274.5K |
| CURTIS WEALTH MANAGEMENT LLC | 14.5K | $575.5K | −$5.6K | Added$114 |
| EARNED WEALTH ADVISORS, LLC | 14.2K | $564.6K | $23.2K | Added$23.2K |
| Centerline Wealth Advisors, LLC | 14.1K | $558K | — | New |
| D. E. Shaw & Co., Inc. | 13.6K | $538.9K | — | New |
| CIBC Bancorp USA Inc. | 13.3K | $527K | — | Held |
| Baron Wealth Management LLC | 13.3K | $526.2K | $17.4K | Added$119.4K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13K | $514.3K | $21.1K | Cut−$98.6K |
| Warren Street Wealth Advisors, LLC | 12.8K | $506.5K | $20.8K | Added$5.43K |
| EverSource Wealth Advisors, LLC | 12.6K | $500.5K | $17K | Added$104.5K |
| CFS Investment Advisory Services, LLC | 11.5K | $484K | $46.9K | Cut−$66.7K |
| Capstone Wealth Management, LLC | 12.1K | $481.3K | $19.8K | Added$19.8K |
| COLLECTIVE FAMILY OFFICE LLC | 12.1K | $479.3K | $19.7K | Added$19.7K |
| Composition Wealth, LLC | 11.7K | $464.1K | — | New |
| Wedmont Private Capital | 11.1K | $463.9K | $33.9K | Added$37.4K |
| XTX Topco Ltd | 11K | $434.6K | $14.5K | Added$96.1K |
| Leo Wealth, LLC | 10.8K | $427.7K | $17.6K | Added$17.6K |
| Elevation Wealth Management LLC | 10.7K | $423.1K | $17.4K | Added$11.6K |
| JFS WEALTH ADVISORS, LLC | 10.4K | $414.7K | $17K | Added$17K |
| Valeo Financial Advisors, LLC | 10.2K | $404.2K | $16.6K | Added$1.08K |
| Lansing Street Advisors | 10.2K | $403.8K | $11.3K | Added$139.7K |
| Ariadne Wealth Management, LP | 9.81K | $389.3K | −$28.1K | Cut−$74.8K |
| Kaufman Rossin Wealth, LLC | 9.68K | $383.9K | $15.8K | Cut−$47.4K |
| John A. Wolfe & Associates, Inc. | 9.68K | $383.9K | — | New |
| Merit Financial Group, LLC | 9.38K | $372.2K | $15.3K | Cut−$131.9K |
| Western Wealth Management, LLC | 9.27K | $367.6K | $14.8K | Added$22.5K |
| Rosenberg Matthew Hamilton | 9.16K | $363.5K | $14.9K | Added$14.9K |
| CGN Advisors LLC | 9.04K | $358.5K | $14.7K | Cut−$14.5K |
| PERSONAL CFO SOLUTIONS, LLC | 8.99K | $356.9K | — | New |
| MB Generational Wealth, LLC | 8.98K | $356.5K | $14.6K | Added$14.6K |
| HB Wealth Management, LLC | 8.77K | $348K | — | New |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 8.67K | $344.1K | — | New |
| Choate Investment Advisors | 8.55K | $339.3K | $13.9K | Added$13.9K |
| KEB ASSET MANAGEMENT, LLC | 8.52K | $338.2K | — | New |
| Accelerate Investment Advisors LLC | 8.52K | $338K | $13.8K | Added$15.9K |
| Dorsey & Whitney Trust CO LLC | 8.5K | $337.3K | $13.9K | Added$13.9K |
| Boston Partners | 8.46K | $337K | — | New |
| TBH Global Asset Management, LLC | 8.61K | $334.3K | −$634.4K | Cut−$2.38M |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 8.13K | $322.7K | $13.3K | Added$13.3K |
| Fiduciary Alliance LLC | 7.61K | $318.2K | $28.6K | Added$27.9K |
| AMERIFLEX GROUP, INC. | 7.91K | $313.8K | $12.9K | Added$12.9K |
| THEORY FINANCIAL LLC | 7.89K | $313.1K | −$3.08K | Cut−$9.49K |
| Magnolia Private Wealth, LLC | 7.83K | $310.6K | $12.8K | Added$12.8K |
| COOKSON PEIRCE & CO INC | 7.79K | $309.2K | $12.7K | Added$7K |
| Well Done, LLC | 7.73K | $306.8K | $12.6K | Added$12.6K |
| GTS SECURITIES LLC | 7.68K | $304.9K | $12.5K | Cut−$818.4K |
| CreativeOne Wealth, LLC | 7.6K | $301.5K | $12.3K | Added$15.5K |
| NATIONAL BANK OF CANADA /FI/ | 7.51K | $298.2K | — | New |
| TKG Advisors, LLC | 7.44K | $295.1K | $12K | Added$14.2K |
| TRANSCEND CAPITAL ADVISORS, LLC | 7.38K | $292.9K | $12K | Added$11.4K |
| 5T Wealth, LLC | 7.37K | $292.6K | $12K | Added$9.24K |
| Triad Wealth Partners, LLC | 7.28K | $289K | $10K | Added$55.3K |
| SUTTON PLACE INVESTORS LLC | 7.05K | $279.9K | $11.5K | Added$11.5K |
Who left
- NewEdge Advisors, LLC$5.5M
- COMMONS CAPITAL, LLC$3.66M
- Synergy Asset Management, LLC$2.36M
- Stratos Wealth Partners, LTD.$1.89M
- Quadrature Capital Ltd$1.68M
- Y-Intercept (Hong Kong) Ltd$525.8K
- CITIGROUP INC$319.6K
- RCS Financial Planning, LLC$299K
- Fisher Asset Management, LLC$249K
- Claro Advisors Inc.$217K
- Wealthcare Advisory Partners LLC$203.9K
- Kohmann Bosshard Financial Services, LLC$169.3K
- BOKF, NA$11.6K
- Blue Trust, Inc.$6.47K
- BARTLETT & CO. WEALTH MANAGEMENT LLC$4.15K
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.