Stock
Reported value
$798.2M
Holders
321
+35 new · −30 exited
Holders’ est. mark
−$23M
Price effect on 223 books still in the name
Largest holder
$107M
MORGAN STANLEY
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 |
|---|---|---|---|---|
| MORGAN STANLEY | 2.3M | $107M | −$3.8M | Cut−$18.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.39M | $64.7M | −$2.3M | Cut−$36.2M |
| BANK OF AMERICA CORP /DE/ | 1.38M | $64.1M | −$2.22M | Cut−$657K |
| LPL Financial LLC | 1.27M | $59.2M | −$1.84M | Added$5.61M |
| Hancock Prospecting Pty Ltd | 1.06M | $49.1M | −$1.74M | Cut−$1.74M |
| Wharton Business Group, LLC | 954.9K | $44.4M | −$1.58M | Cut−$1.56M |
| AMERIPRISE FINANCIAL INC | 933.1K | $43.1M | −$1.88M | Cut−$6.06M |
| JONES FINANCIAL COMPANIES LLLP | 481.1K | $22.1M | −$789.1K | Added$5.74M |
| BROWN ADVISORY INC | 388.3K | $18.1M | −$502.1K | Added$3.41M |
| RAYMOND JAMES FINANCIAL INC | 382K | $17.8M | −$555.8K | Added$1.54M |
| UBS Group AG | 331.1K | $15.4M | −$546.4K | Cut−$879.1K |
| JANE STREET GROUP, LLC | 325K | $15.1M | — | New |
| CAPTRUST FINANCIAL ADVISORS | 250.2K | $11.6M | −$324.8K | Added$2.15M |
| HighTower Advisors, LLC | 229.2K | $10.7M | −$378.3K | Cut−$1.62M |
| Stratos Wealth Partners, LTD. | 227.9K | $10.6M | −$370.9K | Cut−$224.5K |
| Stonebrook Private Inc. | 201.4K | $9.37M | −$53.7K | Added$7.81M |
| ROYAL BANK OF CANADA | 198.2K | $9.22M | −$290.3K | Added$714K |
| OSAIC HOLDINGS, INC. | 181.2K | $8.43M | −$298.9K | Cut−$9.04M |
| Citadel | 165.3K | $7.69M | — | New |
| Cetera Investment Advisers | 157.2K | $7.32M | −$238.5K | Added$349K |
| Mariner, LLC | 156.2K | $7.27M | −$251.6K | Cut−$67.6K |
| BlackRock, Inc. | 152.7K | $7.1M | −$217 | Added$7.1M |
| McNaughton Wealth Management, LLC | 131.2K | $6.1M | −$211.1K | Cut−$62.2K |
| NorthRock Partners, LLC | 128.5K | $5.98M | −$212.1K | Cut−$287.3K |
| WELLS FARGO & COMPANY/MN | 117.3K | $5.46M | −$10.9K | Added$5.14M |
| ALEXANDER LABRUNERIE & CO., INC. | 110.7K | $5.15M | −$169.4K | Added$205.9K |
| ENVESTNET ASSET MANAGEMENT INC | 109.4K | $5.09M | −$74.6K | Added$2.91M |
| Wealthcare Advisory Partners LLC | 105.3K | $4.9M | −$173.8K | Cut−$203.3K |
| BostonPremier Wealth LLC | 96.1K | $4.47M | −$151.8K | Added$40K |
| Creative Planning | 95.1K | $4.42M | −$146K | Added$161.2K |
| LRI Investments, LLC | 94.4K | $4.39M | −$147.8K | Added$77.5K |
| Kestra Advisory Services, LLC | 94K | $4.38M | −$103.2K | Added$1.36M |
| CORA CAPITAL ADVISORS LLC | 88.5K | $4.12M | −$131.9K | Added$266.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 84.9K | $3.95M | −$140K | Cut−$243.1K |
| MML INVESTORS SERVICES, LLC | 84.4K | $3.93M | −$76.4K | Added$1.7M |
| 5th Street Advisors, LLC | 78.5K | $3.65M | −$129.5K | Cut−$183.3K |
| Invera Wealth Advisors, LLC | 70.7K | $3.29M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 62.1K | $2.89M | −$102.5K | Cut−$927.6K |
| Wealth Management Partners, LLC | 61.7K | $2.87M | −$85.6K | Added$369.1K |
| STIFEL FINANCIAL CORP | 59.5K | $2.77M | −$95.7K | Cut−$18.4K |
| CITIGROUP INC | 58.5K | $2.72M | −$85.3K | Added$231.4K |
| Intrua Financial, LLC | 56.4K | $2.62M | −$74.4K | Added$452.1K |
| Fortis Advisors, LLC | 51.4K | $2.39M | — | New |
| GREAT VALLEY ADVISOR GROUP, INC. | 48.7K | $2.27M | −$80.6K | Cut−$135.5K |
| Quadrature Capital Ltd | 48.4K | $2.25M | −$28.8K | Added$1.41M |
| MERCER GLOBAL ADVISORS INC /ADV | 48.1K | $2.24M | −$58.5K | Added$530.4K |
| Kingsview Wealth Management, LLC | 46.8K | $2.18M | −$77.3K | Cut−$4.74M |
| Moran Wealth Management, LLC | 45.8K | $2.13M | −$61.6K | Added$331.2K |
| Avestar Capital, LLC | 45.6K | $2.12M | −$75.2K | Cut−$75.2K |
| Rockefeller Capital Management L.P. | 44.5K | $2.07M | −$67.9K | Added$88.3K |
| Ardent Capital Management, Inc. | 40.9K | $1.9M | −$67.5K | Cut−$122.3K |
| Private Advisor Group, LLC | 40.7K | $1.89M | −$61.5K | Added$96.7K |
| IFP Advisors, Inc | 40.1K | $1.86M | −$43.4K | Added$596.3K |
| CWM, LLC | 39K | $1.82M | $1.81M | Added$1.81M |
| HSBC HOLDINGS PLC | 36.6K | $1.7M | −$30.2K | Added$821.3K |
| Cerity Partners LLC | 35.7K | $1.66M | −$48K | Added$259.9K |
| One Wealth Map LLC | 26.4K | $1.66M | $285.9K | Added$209K |
| Steward Partners Investment Advisory, LLC | 35.5K | $1.65M | −$29.5K | Added$793.6K |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 34.8K | $1.62M | −$55.8K | Cut−$9.29K |
| CASCADE INVESTMENT GROUP, INC. | 34.5K | $1.61M | −$53.6K | Added$41.3K |
| OneDigital Investment Advisors LLC | 33.1K | $1.54M | −$51.8K | Added$27.3K |
| Gemmer Asset Management LLC | 32.6K | $1.52M | −$43.8K | Added$238.9K |
| Arkadios Wealth Advisors | 32.2K | $1.5M | −$52.6K | Cut−$37K |
| Goldstone Financial Group, LLC | 31K | $1.44M | −$51.2K | Cut−$125K |
| WADDELL & ASSOCIATES, LLC | 30.7K | $1.43M | −$50.7K | Cut−$50.7K |
| Continuum Advisory, LLC | 30.6K | $1.42M | −$50.4K | Cut−$67.5K |
| Hudock, Inc. | 30.3K | $1.41M | −$45.4K | Added$84.2K |
| GWN SECURITIES INC. | 27.9K | $1.3M | −$46K | Cut−$48.2K |
| VVR Holdings LLC | 27.1K | $1.26M | −$35.6K | Added$219.5K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 25.9K | $1.2M | −$37.1K | Added$119.9K |
| Wealth Management Associates, Inc. | 25.2K | $1.17M | −$38.1K | Added$58.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24.3K | $1.13M | — | New |
| World Investment Advisors | 23.7K | $1.1M | −$37.7K | Added$2.79K |
| Sanctuary Advisors, LLC | 23.3K | $1.08M | −$33.9K | Added$93.5K |
| Phoenix Wealth Advisors | 22.8K | $1.06M | −$37.6K | Cut−$68K |
| Summit Financial, LLC | 22.2K | $1.03M | −$35.9K | Cut−$13.1K |
| WCG Wealth Advisors LLC | 21.3K | $993K | −$20.2K | Added$404.6K |
| Antonelli Financial Advisors, LLC | 21.3K | $990K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.9K | $948.3K | −$63.4K | Cut−$641.2K |
| Cladis Investment Advisory, LLC | 19.8K | $921.1K | −$32.7K | Cut−$32.7K |
| IHT Wealth Management, LLC | 18K | $835.6K | −$27K | Added$47.3K |
| Brookstone Capital Management | 16.7K | $778.4K | −$27.6K | Cut−$2.92M |
| Platform Technology Partners | 16.7K | $778.3K | −$20.8K | Added$172.4K |
| Independent Advisor Alliance | 16.6K | $770.3K | — | New |
| Baird Financial Group, Inc. | 16.5K | $767K | −$24.5K | Added$52.1K |
| Concurrent Investment Advisors, LLC | 15.4K | $716.3K | −$23.9K | Added$19.2K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 15.3K | $711.4K | −$10.7K | Added$399.5K |
| Integrated Wealth Concepts LLC | 15K | $698.9K | −$13K | Added$320K |
| Flagship Private Wealth, LLC | 15K | $696.2K | −$22.2K | Added$47K |
| Cresset Asset Management, LLC | 14.8K | $690K | −$24.5K | Cut−$79.8K |
| Financial Engines Advisors L.L.C. | 14.7K | $685.8K | −$24.3K | Cut−$24.9K |
| Focus Partners Wealth | 14.7K | $684.8K | −$21.7K | Added$52.7K |
| U.S. Capital Wealth Advisors, LLC | 14.6K | $680.3K | −$18.5K | Added$138.8K |
| Global View Capital Management LLC | 13.4K | $625.3K | −$13K | Added$245.5K |
| Corient Private Wealth LLC | 13.2K | $613.3K | −$22K | Cut−$167.7K |
| SCS Capital Management LLC | 13.1K | $609.2K | −$21.6K | Cut−$21.6K |
| Community Bank, N.A. | 13K | $604.8K | −$21.6K | Cut−$21.6K |
| INSIGNEO ADVISORY SERVICES, LLC | 12.9K | $601.5K | −$20.7K | Cut−$1.96K |
| Beacon Pointe Advisors, LLC | 12.9K | $598.7K | −$21.2K | Cut−$56.2K |
| Glass Jacobson Investment Advisors llc | 12.6K | $583.9K | −$20.6K | Cut−$16.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12K | $558.8K | −$19.8K | Cut−$2.34M |
| FIDUCIARY FINANCIAL GROUP, LLC | 11.4K | $532.2K | −$18.9K | Cut−$22.3K |
| PFG Advisors | 11.2K | $521.9K | −$18.5K | Cut−$62.6K |
| ADVOCATE GROUP LLC | 11.1K | $514.3K | −$18.2K | Cut−$18.2K |
| AE Wealth Management LLC | 10.9K | $509.1K | −$18.1K | Cut−$976K |
| HERBST GROUP, LLC | 10.6K | $494.4K | −$17.5K | Cut−$207.3K |
| HB Wealth Management, LLC | 10.5K | $489.8K | −$15.3K | Added$42.8K |
| Ellis Investment Partners, LLC | 10.5K | $488.4K | −$17.3K | Cut−$75.4K |
| Amplius Wealth Advisors, LLC | 10.3K | $477.9K | −$16.9K | Cut−$65.1K |
| Family Office Research LLC | 10.2K | $474.3K | −$21.4K | Cut−$21.3K |
| Farther Finance Advisors, LLC | 9.91K | $471.7K | −$5.53K | Added$20.3K |
| Stonehage Fleming Financial Services Holdings Ltd | 10K | $465.3K | −$16.5K | Cut−$16.5K |
| Jefferies Financial Group Inc. | 9.72K | $452.5K | −$12.4K | Added$90.2K |
| Columbus Macro, LLC | 9.5K | $442K | −$13.8K | Added$40.3K |
| Old Peak Finance LLC | 9.49K | $441.5K | −$15.7K | Cut−$15.7K |
| Equitable Holdings, Inc. | 9.15K | $439.2K | −$1.49K | Added$44.8K |
| CENTRAL VALLEY ADVISORS, LLC | 9.43K | $438.7K | — | New |
| Shira Ridge Wealth Management | 9.26K | $430.7K | −$15.3K | Cut−$3.65M |
| Matisse Capital | 8.78K | $408.4K | −$14.5K | Cut−$26.1K |
| San Luis Wealth Advisors LLC | 8.54K | $397.4K | −$11K | Added$77.2K |
| FIFTH THIRD BANCORP | 8.46K | $393.6K | −$2.36K | Added$324.7K |
| PRINCIPAL SECURITIES, INC. | 8.42K | $391.6K | −$11.4K | Added$59.8K |
| Keystone Wealth Services, LLC | 8.32K | $387.1K | −$13.6K | Cut−$11.2K |
| Berbice Capital Management LLC | 8.25K | $384.1K | −$11.8K | Added$39.4K |
| Total Clarity Wealth Management, Inc. | 8.11K | $377.4K | — | New |
| Shared Vision Wealth Group LLC | 8.1K | $377.1K | −$46.8K | Cut−$46.8K |
| Chicago Partners Investment Group LLC | 6.09K | $373.1K | $55.6K | Added$55.6K |
| Plan A Wealth LLC | 7.99K | $371.9K | −$13.2K | Cut−$33.2K |
| Gladstone Institutional Advisory LLC | 7.95K | $369.7K | −$12.1K | Added$16.2K |
| Avior Wealth Management, LLC | 7.88K | $366.7K | — | New |
| ROTHSCHILD INVESTMENT LLC | 7.77K | $361.6K | −$12.8K | Cut−$12.8K |
| Cypress Point Wealth Management, LLC | 7.72K | $359.3K | −$12.7K | Cut−$12.7K |
| TRUIST FINANCIAL CORP | 7.43K | $345.5K | −$10.6K | Added$35.5K |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 7.29K | $339.4K | −$30.3K | Cut−$30.3K |
| KERR FINANCIAL PLANNING Corp | 5.68K | $338.2K | $65.7K | Added$65.7K |
| PARTNERS WEALTH MANAGEMENT, LLC | 7.21K | $335.5K | −$11.9K | Cut−$15.5K |
| Western Wealth Management, LLC | 7.14K | $332.5K | −$7.6K | Added$110.4K |
| Waldron Private Wealth LLC | 7.1K | $330.4K | −$11.7K | Cut−$13.6K |
| Leo Wealth, LLC | 7.04K | $327.4K | −$11.1K | Added$3.62K |
| Apollon Wealth Management, LLC | 7K | $325.6K | −$11.5K | Cut−$68K |
| HBK Sorce Advisory LLC | 4.76K | $325.4K | — | New |
| Center for Financial Planning, Inc. | 6.91K | $321.5K | −$11.4K | Cut−$11.4K |
| Fidelity | 6.83K | $318K | −$9.33K | Added$45.3K |
| Advisory Services Network, LLC | 6.83K | $318K | −$11.1K | Cut−$4.87K |
| IAG Wealth Partners, LLC | 6.51K | $302.8K | −$10.7K | Cut−$10.7K |
| Advyzon Investment Management, LLC | 6.48K | $301.6K | −$10.6K | Cut−$6.98K |
| CIBC Bancorp USA Inc. | 6.16K | $286.6K | — | Held |
| INVESTMENT PARTNERS, LTD. | 5.92K | $275.6K | −$9.77K | Cut−$12.7K |
| KINTRA WEALTH, LLC | 5.92K | $275.2K | — | New |
| SONATA CAPITAL GROUP INC | 5.85K | $272.2K | −$9.65K | Cut−$9.65K |
| ACCREDITED INVESTOR SERVICES, LLC | 5.83K | $271.3K | −$9.62K | Cut−$9.62K |
| Atlas Private Wealth Advisors | 5.7K | $265K | −$9.4K | Cut−$226.8K |
| LexAurum Advisors, LLC | 5.68K | $264.2K | — | Held |
| Pathstone Holdings, LLC | 5.67K | $263.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 5.6K | $260.7K | −$7.73K | Added$33.8K |
| Valmark Advisers, Inc. | 5.57K | $259.1K | — | New |
| CreativeOne Wealth, LLC | 5.54K | $257.5K | — | New |
| Fort Point Capital Partners LLC | 5.52K | $256.8K | −$24.6K | Cut−$24.6K |
| Next Level Wealth Planning, LLC | 5.49K | $255.4K | −$7.73K | Added$29.5K |
| Clearwater Capital Advisors, LLC | 5.43K | $252.9K | −$8.97K | Cut−$8.97K |
| J.W. COLE ADVISORS, INC. | 5.39K | $250.8K | $13.1K | Cut−$2.29K |
| SUTTON PLACE INVESTORS LLC | 5.35K | $248.9K | — | New |
| AtlasMark Financial, Inc | 5.1K | $245.6K | $0 | Held |
| FFT WEALTH MANAGEMENT LLC | 5.26K | $245K | — | New |
| BCS Wealth Management | 5.15K | $239.5K | −$8.49K | Cut−$256.5K |
| Clark Capital Management Group, Inc. | 5.02K | $233.4K | −$8.28K | Cut−$8.28K |
| ASSETMARK, INC | 5K | $232.8K | −$8.26K | Cut−$30.2M |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 5K | $232.7K | −$8.25K | Cut−$8.25K |
| Geneos Wealth Management Inc. | 4.98K | $231.7K | −$8.21K | Cut−$31.3K |
| Federation des caisses Desjardins du Quebec | 4.96K | $231K | −$8.17K | Cut−$9.85K |
| Astoria Portfolio Advisors LLC. | 3.72K | $229.3K | — | New |
| Ameritas Advisory Services, LLC | 4.92K | $229.2K | −$8.13K | Cut−$221.4K |
| Apella Capital, LLC | 3.81K | $223.8K | — | New |
| Sequoia Financial Advisors, LLC | 4.81K | $223.6K | −$7.93K | Cut−$200.7K |
| Soltis Investment Advisors LLC | 4.77K | $222K | −$7.23K | Added$10.7K |
| Valeo Financial Advisors, LLC | 4.63K | $215.4K | — | New |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4.57K | $212.6K | −$7.54K | Cut−$7.54K |
| Legacy Advisory Services, LLC | 4.51K | $209.6K | −$7.43K | Cut−$7.43K |
| Financial Partners Group, Inc | 4.43K | $206K | −$22K | Cut−$22.1K |
| Riverbend Wealth Management, LLC | 4.42K | $205.5K | −$6.99K | Added$1.34K |
| SHP Wealth Management | 4.37K | $203.1K | −$7.19K | Cut−$121.4K |
| Connecticut Capital Management Group, LLC | 4.34K | $202.1K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 4.02K | $187.2K | −$6.44K | Cut−$6.44K |
| AlphaCore Capital LLC | 3.8K | $177K | −$5.95K | Added$3.36K |
| Sunbelt Securities, Inc. | 3.78K | $176.1K | −$6.24K | Cut−$7.5K |
| BANK OF MONTREAL /CAN/ | 3.6K | $167.6K | −$5.25K | Added$14.2K |
| PNC Financial Services Group, Inc. | 3.24K | $150.8K | −$5.35K | Cut−$36.8K |
| Crewe Advisors LLC | 3.09K | $143.9K | −$5.1K | Cut−$5.1K |
| Allworth Financial LP | 3.07K | $142.7K | −$5.06K | Cut−$5.06K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.91K | $135.4K | −$3.42K | Added$35.7K |
| Ashton Thomas Private Wealth, LLC | 2.82K | $131.2K | — | New |
| Compagnie Lombard Odier SCmA | 2.7K | $125.6K | −$4.45K | Cut−$4.46K |
| Parallel Advisors, LLC | 2.7K | $125.6K | −$4.32K | Cut−$552 |
| Beaird Harris Wealth Management, LLC | 2.7K | $125.4K | −$4.45K | Cut−$4.45K |
| US BANCORP \DE\ | 2.67K | $124.3K | −$4.27K | Cut−$360 |
| Founders Financial Alliance, LLC | 2.47K | $114.8K | −$4.07K | Cut−$4.07K |
| TD Waterhouse Canada Inc. | 2.36K | $112K | −$1.65K | Cut−$7.96M |
| Russell Investments Group, Ltd. | 2.36K | $110K | −$3.9K | Cut−$13.2K |
| Sound Income Strategies, LLC | 2.28K | $108.6K | −$9.17K | Cut−$20.8K |
| Glassman Wealth Services | 2.22K | $103.5K | −$3.67K | Cut−$3.67K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2.04K | $94.9K | −$3.37K | Cut−$3.37K |
| Lodestone Wealth Management LLC | 1.87K | $87.2K | −$3.09K | Cut−$3.09K |
| Tidemark, LLC | 1.87K | $87.1K | −$2.26K | Added$21K |
| Team Financial Group, LLC | 1.82K | $84.6K | −$3K | Cut−$3K |
| Aptus Capital Advisors, LLC | 1.77K | $82.5K | −$1.31K | Added$44.2K |
| Eukles Asset Management | 1.76K | $82.1K | −$2.91K | Cut−$2.91K |
| Fortitude Family Office, LLC | 1.7K | $79.1K | −$2.8K | Cut−$2.81K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.69K | $78.6K | −$2.78K | Cut−$12.6K |
| Breakwater Investment Management | 1.59K | $74K | −$2.63K | Cut−$2.63K |
| Parkside Financial Bank & Trust | 1.46K | $67.7K | −$2.4K | Cut−$2.4K |
| Atlantic Edge Private Wealth Management, LLC | 1.45K | $67.7K | — | New |
| Gen-Wealth Partners Inc | 1.42K | $65.9K | −$1.84K | Added$12.1K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1K | $63.5K | $15.3K | Added$15.3K |
| Atlantic Union Bankshares Corp | 1.36K | $63.2K | −$2.24K | Cut−$2.24K |
| AdvisorNet Financial, Inc | 1.28K | $59.6K | −$1.72K | Added$9.45K |
| SIGNATUREFD, LLC | 1.18K | $55K | −$1.93K | Cut−$1.33K |
| Banque Cantonale Vaudoise | 1.1K | $51K | −$2K | Cut−$2K |
| Capital Investment Advisory Services, LLC | 1.07K | $49.6K | −$1.35K | Added$10.3K |
| Arax Advisory Partners | 1.05K | $48.7K | −$1.73K | Cut−$17.1K |
| Union Bancaire Privee, UBP SA | 1.24K | $47.9K | −$3.53K | Cut−$3.53K |
| Lloyd Advisory Services, LLC. | 1.02K | $47.4K | −$170 | Added$42.5K |
| Kingdom Financial Group LLC. | 1.02K | $47.4K | −$1.68K | Cut−$483.7K |
| Physician Wealth Advisors, Inc. | 1.01K | $46.9K | −$1.66K | Cut−$1.71K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 955 | $45.5K | −$564 | Cut−$10.7K |
| Strive Financial Group ,LLC | 953 | $44K | −$1.92K | Cut−$1.92K |
| My Portfolio Guide, LLC | 882 | $41K | — | Held |
| Kilter Group LLC | 852 | $39.6K | −$1.41K | Cut−$1.41K |
| Innovative Asset Advisors Group, LLC | 850 | $39.5K | — | Held |
| Caldwell Trust Co | 800 | $37.2K | −$1.32K | Cut−$1.32K |
| WFA of San Diego, LLC | 750 | $34.9K | −$1.24K | Cut−$1.24K |
| Blue Trust, Inc. | 725 | $33.7K | −$835 | Added$9.36K |
| Washington Trust Advisors, Inc. | 725 | $33.7K | −$702 | Added$13.3K |
| PFS Partners, LLC | 698 | $32.5K | −$1.15K | Cut−$1.15K |
| Strategic Advocates LLC | 654 | $30.4K | −$1.4K | Cut−$2.01M |
| SOA Wealth Advisors, LLC. | 638 | $29.7K | −$1.05K | Cut−$2.06K |
| HOWE & RUSLING INC | 625 | $29.1K | −$1.03K | Cut−$1.03K |
| Salomon & Ludwin, LLC | 589 | $28.1K | −$1.15K | Added$374 |
| HUNTINGTON NATIONAL BANK | 600 | $27.9K | −$990 | Cut−$990 |
| CoreCap Advisors, LLC | 571 | $26.6K | −$942 | Cut−$942 |
| GROUP ONE TRADING LLC | 561 | $26.1K | −$926 | Cut−$49.1K |
| QUADRANT CAPITAL GROUP LLC | 546 | $25.4K | −$901 | Cut−$901 |
| Nemes Rush Group LLC | 533 | $24.8K | −$880 | Cut−$880 |
| Cranbrook Wealth Management, LLC | 457 | $21.3K | −$754 | Cut−$754 |
| Murphy & Mullick Capital Management Corp | 400 | $18.6K | −$660 | Cut−$660 |
| NBT BANK N A /NY | 387 | $18K | −$16.4K | Cut−$638 |
| Larson Financial Group LLC | 372 | $17.3K | −$614 | Cut−$4.23K |
| True Wealth Design, LLC | 368 | $17.1K | −$607 | Cut−$607 |
| Provenance Wealth Advisors, LLC | 332 | $15.4K | −$548 | Cut−$548 |
| Scarborough Advisors, LLC | 322 | $15K | −$531 | Cut−$531 |
| CITY HOLDING CO | 300 | $14K | −$498 | Cut−$498 |
Who left
- Trek Financial, LLC$8.16M
- RETIREMENT CAPITAL STRATEGIES$942.4K
- NewEdge Advisors, LLC$849.6K
- CIBC WORLD MARKET INC.$666.7K
- D.A. DAVIDSON & CO.$608.5K
- KINGSWOOD WEALTH ADVISORS, LLC$522.1K
- EHRLICH FINANCIAL GROUP$514K
- Envestnet Portfolio Solutions, Inc.$382K
- Orion Porfolio Solutions, LLC$308.7K
- Robertson Stephens Wealth Management, LLC$289.1K
- LIBERTY WEALTH MANAGEMENT LLC$224.4K
- Snowden Capital Advisors LLC$214.4K
- LEGACY CAPITAL WEALTH MANAGEMENT, LLC$207.5K
- Perennial Investment Advisors, LLC$202.7K
- Cascade Financial Partners, LLC$202.4K
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.