Stock
Reported value
$21.2B
Holders
1,301
+83 new · −52 exited
Holders’ est. mark
$199.4M
Price effect on 244 books still in the name
Largest holder
$1.42B
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $371.6M
- Renaissance Technologies0.0% · $6.92M
- Icahn Capital0.0% · $3.95M
- Citadel0.0% · $8.58M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 20.2M | $1.42B | $14.3M | Added$117.7M |
| BANK OF AMERICA CORP /DE/ | 19.4M | $1.36B | $14.7M | Cut−$10.8M |
| MORGAN STANLEY | 19.4M | $1.36B | $14.7M | Added$14.8M |
| Wealthfront Advisers LLC | 17.4M | $1.22B | $10.6M | Added$255.8M |
| JONES FINANCIAL COMPANIES LLLP | 12.1M | $831.5M | −$5.17M | Added$138M |
| RAYMOND JAMES FINANCIAL INC | 10.9M | $762.5M | $8.16M | Added$16.5M |
| ENVESTNET ASSET MANAGEMENT INC | 10.6M | $745.8M | $7.82M | Added$31.4M |
| Capital Investment Advisors, LLC | 8.43M | $591.7M | $6.34M | Added$12.8M |
| ROYAL BANK OF CANADA | 8.23M | $577.6M | $6.18M | Added$12.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.23M | $507.1M | $5.49M | Added$2.59M |
| AMERIPRISE FINANCIAL INC | 6.86M | $481.3M | $5.48M | Cut−$778.4K |
| WELLS FARGO & COMPANY/MN | 6.66M | $467.5M | $5.06M | Cut−$21.9M |
| PNC Financial Services Group, Inc. | 6.31M | $442.9M | $4.8M | Cut−$28.5M |
| Fidelity | 5.3M | $371.6M | $4.02M | Cut−$31M |
| HighTower Advisors, LLC | 5.15M | $361.4M | $3.8M | Added$14.1M |
| GOLDMAN SACHS GROUP INC | 4.77M | $335M | $3.63M | Cut−$10.9M |
| JPMORGAN CHASE & CO | 4.75M | $327.9M | −$1.47M | Added$96.7M |
| UBS Group AG | 4.66M | $327M | $3.43M | Added$13.5M |
| Cetera Investment Advisers | 3.32M | $233.3M | $2.35M | Added$18.4M |
| MML INVESTORS SERVICES, LLC | 3.12M | $219.1M | $2.37M | Cut−$28.7M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3.11M | $218.6M | $2.37M | Cut−$2.56M |
| TRUIST FINANCIAL CORP | 2.94M | $206.1M | $2.23M | Cut−$4.29M |
| STIFEL FINANCIAL CORP | 2.77M | $194.4M | $2.04M | Added$8.48M |
| Mariner, LLC | 2.72M | $190.8M | $1.97M | Added$10.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.49M | $174.9M | $1.8M | Added$10.1M |
| HM PAYSON & CO | 1.97M | $137.9M | $141.5K | Added$125M |
| Avior Wealth Management, LLC | 1.9M | $133.3M | $1.44M | Added$893.9K |
| TD PRIVATE CLIENT WEALTH LLC | 1.87M | $131.3M | $1.31M | Added$11.7M |
| OSAIC HOLDINGS, INC. | 1.75M | $122.9M | $1.24M | Added$8.97M |
| Corient Private Wealth LLC | 1.63M | $114M | $1.08M | Cut−$1.11M |
| First Command Advisory Services, Inc. | 1.52M | $106.7M | $1.15M | Added$1.59M |
| ProVise Management Group, LLC | 1.4M | $98.5M | $1.04M | Added$3.85M |
| Beacon Pointe Advisors, LLC | 1.39M | $97.9M | $644.3K | Added$39M |
| BlackRock, Inc. | 1.35M | $94.6M | $964K | Added$6.58M |
| Dynasty Wealth Management, LLC | 1.28M | $89.9M | $6.35K | Added$89.3M |
| Strategies Wealth Advisors, LLC | 1.26M | $88.7M | $960.7K | Cut−$1.42M |
| Quotient Wealth Partners, LLC | 1.22M | $85.8M | — | New |
| Gratus Wealth Advisors, LLC | 1.22M | $85.5M | $925.7K | Cut−$1.63M |
| SHP Wealth Management | 1.2M | $84M | $910K | Cut−$241.6K |
| Seven Springs Wealth Group, LLC | 1.14M | $80.3M | $863.4K | Added$1.4M |
| Ledyard National Bank | 1.14M | $80.2M | $868.2K | Cut−$4.69M |
| Confluence Wealth Services, Inc. | 1.05M | $73.7M | $792.4K | Added$1.36M |
| American Trust | 993.8K | $69.7M | $730.3K | Added$3.03M |
| Sanctuary Advisors, LLC | 984.7K | $69.1M | $738.2K | Added$1.68M |
| Private Advisor Group, LLC | 938.8K | $65.9M | $713.4K | Added$209.2K |
| Baird Financial Group, Inc. | 926.6K | $65M | $695.9K | Added$1.47M |
| MCF Advisors LLC | 844K | $59.2M | $1.83K | Added$59.1M |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 835.2K | $58.6M | $624.8K | Added$1.54M |
| Stonebridge Financial Group, LLC | 829.7K | $58.2M | $599K | Added$3.51M |
| Horizon Investments, LLC | 814.9K | $57.2M | $608.1K | Added$1.64M |
| Kestra Advisory Services, LLC | 797.6K | $56M | $520.9K | Added$8.39M |
| Conservest Capital Advisors, Inc. | 793.4K | $55.7M | $518.6K | Added$8.3M |
| FIFTH THIRD BANCORP | 756.2K | $53.1M | $12.9K | Added$51.9M |
| J.W. COLE ADVISORS, INC. | 736.6K | $51.7M | $12.6M | Added$13.8M |
| JGP Wealth Management, LLC | 727.2K | $51M | $381.6K | Added$16.2M |
| Sigma Planning Corp | 721.4K | $50.6M | $548.2K | Cut−$130.5K |
| FORM Wealth Advisors, LLC | 715.4K | $50.2M | $449.3K | Added$9.17M |
| FFT WEALTH MANAGEMENT LLC | 708.7K | $49.7M | $461.3K | Added$7.6M |
| Waverly Advisors, LLC | 706.3K | $49.6M | $536.8K | Cut−$81.3K |
| Steward Partners Investment Advisory, LLC | 695.5K | $48.8M | $507.6K | Added$2.44M |
| Auto-Owners Insurance Co | 689.5K | $48.4M | $524K | Added$524K |
| CAPTRUST FINANCIAL ADVISORS | 687.9K | $48.3M | $515.1K | Added$1.11M |
| Focus Partners Wealth | 644.8K | $45.3M | $1.03M | Cut−$1.04M |
| Ritter Daniher Financial Advisory LLC / DE | 642.7K | $45.1M | $478.8K | Added$1.37M |
| Bank of New York Mellon Corp | 640.7K | $45M | $487K | Cut−$4.07M |
| OPPENHEIMER & CO INC | 602.9K | $42.3M | $457.2K | Added$547.8K |
| XML Financial, LLC | 576K | $40.4M | $385.9K | Added$5.18M |
| Wolff Financial Management LLC | 566.6K | $39.8M | $417.9K | Added$1.6M |
| Scott Capital Advisors, LLC | 539.6K | $38.7M | $1.19M | Added$3.53M |
| EARNED WEALTH ADVISORS, LLC | 530.5K | $37.2M | $380.5K | Added$2.48M |
| Equitable Holdings, Inc. | 534.5K | $37.1M | $1.18K | Added$2.46M |
| DAGCO, INC. | 519.7K | $36.5M | $385.6K | Added$1.25M |
| Vestmark Advisory Solutions, Inc. | 517.3K | $36.3M | $393.2K | Cut−$1.31M |
| Fifth Third Securities, Inc. | 500.7K | $35.1M | $378.3K | Added$588.4K |
| Hughes Financial Services, LLC | 461.3K | $32.4M | $339.2K | Added$1.39M |
| Silver Coast Investments LLC | 449.7K | $31.6M | $329.2K | Added$1.48M |
| Altus Wealth Management, LLC | 441.6K | $31M | $334.4K | Added$453.5K |
| TRB Wealth Management, LLC | 439.3K | $30.8M | — | Held |
| D'Orazio & Associates, Inc. | 430.4K | $30.2M | $327.1K | Cut−$437.5K |
| Provident Wealth Management, LLC | 419.6K | $29.4M | $318.8K | Added$60K |
| Stratos Wealth Partners, LTD. | 419.4K | $29.4M | $318.8K | Cut−$2.71M |
| Compass Ion Advisors, LLC | 419.2K | $29.4M | $313.4K | Added$787.9K |
| Legacy Financial Strategies, LLC | 414.4K | $29.1M | $314.9K | Cut−$512.4K |
| Creative Planning | 404.3K | $28.4M | $292.6K | Added$1.64M |
| SWEENEY & MICHEL, LLC | 383.6K | $27.7M | −$642.5K | Added$81.8K |
| Alliance Wealth Advisors, LLC | 389.6K | $27.3M | $294K | Added$482.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 388.1K | $27.3M | −$139.7K | Cut−$13.7M |
| &PARTNERS | 383.8K | $26.9M | $295.8K | Cut−$220.6K |
| Adirondack Capital Advisors, LLC | 380.1K | $26.7M | $277.7K | Added$1.3M |
| Presidio Capital Management, LLC | 369.4K | $25.9M | $270.2K | Added$1.25M |
| Gotham Asset Management, LLC | 353.5K | $24.8M | $168.7K | Added$9.4M |
| Davidson Capital Management Inc. | 350.4K | $24.6M | — | New |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 348.7K | $24.5M | $258.7K | Added$842.5K |
| REGIONS FINANCIAL CORP | 336.2K | $23.6M | $248.1K | Added$930.6K |
| Rockefeller Capital Management L.P. | 332.8K | $23.4M | $220.6K | Added$3.2M |
| Summit Investment Advisory Services, LLC | 332K | $23.3M | $252.4K | Cut−$935.4K |
| Regent Peak Wealth Advisors LLC | 329K | $23.1M | $250K | Cut−$1.57M |
| Meridian Financial Partners LLC | 320.9K | $22.6M | −$224.6K | Cut−$3.81M |
| CHOREO, LLC | 322.5K | $22.6M | $78.8K | Added$592.3K |
| Allegheny Financial Group | 321.1K | $22.5M | $240.4K | Added$566.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 317.6K | $22.3M | $237.8K | Added$359.1K |
| VICUS CAPITAL | 314.7K | $22.1M | $239.1K | Cut−$12.2K |
| Integrated Wealth Concepts LLC | 308.3K | $21.6M | $202.4K | Added$3.15M |
| DAVENPORT & Co LLC | 308.1K | $21.6M | $230K | Added$615.6K |
| Prospera Financial Services Inc | 307.6K | $21.6M | $213K | Added$2.14M |
| MAI Capital Management | 304.5K | $21.4M | $231.4K | Cut−$217K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 302.6K | $21.2M | $230K | Added$93K |
| Kingsview Wealth Management, LLC | 302.2K | $21.2M | $214.4K | Added$1.62M |
| Robertson Stephens Wealth Management, LLC | 300.7K | $21.1M | $228.6K | Cut−$183.2K |
| Colonial Trust Advisors | 299.1K | $21M | $215.1K | Added$1.34M |
| Powers Advisory Group, LLC | 295.5K | $20.7M | $205.4K | Added$1.98M |
| MORTON COMMUNITY BANK | 292.4K | $20.5M | −$478.1K | Cut−$293.6K |
| Financiere des Professionnels - Fonds d'investissement inc. | 285K | $20M | $216.6K | Cut−$116.6K |
| EverSource Wealth Advisors, LLC | 282.9K | $19.9M | $207.1K | Added$928.9K |
| HB Wealth Management, LLC | 280.6K | $19.7M | $213.3K | Cut−$209.1K |
| Buck Wealth Strategies, LLC | 273.7K | $19.2M | $199.7K | Added$974.4K |
| 46 Peaks LLC | 269.4K | $18.9M | $199.4K | Added$696K |
| Madison Wealth Partners, Inc | 266.5K | $18.7M | $202.5K | Cut−$26.3M |
| London & Capital Asset Management Ltd | 261K | $18.3M | $197K | Added$201.2K |
| CYPRESS FINANCIAL PLANNING LLC | 258.7K | $18.2M | $61.4K | Added$989.1K |
| Capital Planning LLC | 258.3K | $18.1M | $90.8K | Added$1.45M |
| Atria Investments, Inc | 257.9K | $18.1M | $196K | Cut−$1.1M |
| Objectivity Squared, LLC | 256.1K | $18M | $194.7K | Cut−$502.2K |
| Atwater Malick LLC | 250.7K | $17.6M | $167.6K | Added$2.28M |
| Rooted Wealth Advisors, Inc. | 237.9K | $17.4M | $19K | Cut−$1.79M |
| VERUS CAPITAL PARTNERS, LLC | 246.7K | $17.3M | $176.8K | Added$1.17M |
| Mutual Advisors, LLC | 244.4K | $17.2M | $180.6K | Added$654K |
| Accel Wealth Management | 243K | $17.1M | $174.9K | Added$1.08M |
| IFS Advisors, LLC | 241.1K | $16.9M | $180.3K | Added$456.9K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 236.9K | $16.6M | — | Held |
| PSI Advisors, LLC | 233.8K | $16.4M | $166.7K | Added$1.18M |
| Jackson Wealth Management, LLC | 231K | $16.2M | $175.2K | Added$90K |
| PFS Partners, LLC | 230.3K | $16.2M | $172.5K | Added$409.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 227.4K | $16M | $163.4K | Added$1.03M |
| truNorth Financial Services, Inc. | 227.1K | $15.9M | $160.3K | Added$1.3M |
| Tandem Wealth Advisors LLC | 226K | $15.9M | −$550K | Cut−$504.1K |
| FourThought Financial Partners, LLC | 225.3K | $15.8M | $171.3K | Cut−$7.47M |
| Well Done, LLC | 220.2K | $15.5M | $167.3K | Cut−$150.4K |
| Eagle Strategies LLC | 218.9K | $15.4M | $166.4K | Cut−$2.04M |
| MERCER GLOBAL ADVISORS INC /ADV | 215.8K | $15.1M | $163.6K | Cut−$3.19M |
| WealthPLAN Partners, LLC | 215.2K | $15.1M | $163.5K | Cut−$874.5K |
| Dynamic Advisor Solutions LLC | 213.2K | $15M | $154.7K | Added$837.5K |
| TBH Global Asset Management, LLC | 212.3K | $14.9M | $161.7K | Cut−$567.8K |
| LifeGoal Investments, LLC | 210.1K | $14.7M | $145.2K | Added$1.3M |
| Envestnet Portfolio Solutions, Inc. | 206.1K | $14.5M | $156.7K | Cut−$1.14M |
| Stratos Investment Management, LLC | 205.7K | $14.4M | $141.7K | Added$1.49M |
| FC Advisory LLC | 199.3K | $14M | $147.2K | Added$544.7K |
| KOM Wealth Management Group, LLC | 199K | $14M | $149.1K | Added$337.2K |
| Beaumont Financial Advisors, LLC | 198.2K | $13.9M | $150.7K | Added$93.6K |
| Argent Advisors, Inc. | 196K | $13.8M | $144.4K | Added$564.8K |
| Karpus Management, Inc. | 195.1K | $13.7M | $77.8K | Added$6.58M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 193.7K | $13.6M | $147.2K | Cut−$80.5K |
| Meridian Wealth Management, LLC | 193.1K | $13.6M | $143.5K | Added$444.2K |
| Arkadios Wealth Advisors | 191.8K | $13.5M | $145.8K | Cut−$4.1M |
| SouthState Bank Corp | 185.9K | $13M | $141.3K | Cut−$273K |
| WealthShield Partners, LLC | 185.6K | $13M | $141K | Added$81.3K |
| WealthPlan Investment Management, LLC | 180K | $12.6M | $136.8K | Cut−$5.11M |
| RIDGECREST WEALTH PARTNERS, LLC | 179.2K | $12.6M | $131K | Added$608K |
| Journey Advisory Group, LLC | 177.9K | $12.5M | $135.2K | Cut−$14.9K |
| Rothschild Wealth LLC | 175.5K | $12.3M | $129K | Added$535K |
| Allworth Financial LP | 175.4K | $12.3M | $132K | Added$255.9K |
| SVRN Asset Management, LLC | 172.7K | $12.1M | $131.3K | Cut−$2.75M |
| Twelve Points Wealth Management LLC | 169.6K | $11.9M | −$106.2K | Added$2.35M |
| Atlas Private Wealth Advisors | 168.9K | $11.9M | $125.3K | Added$411.3K |
| Summit Financial, LLC | 168.7K | $11.8M | $125.2K | Added$409.2K |
| Gladstone Institutional Advisory LLC | 168.7K | $11.8M | $128.2K | Added$101.9K |
| CITIGROUP INC | 168.1K | $11.8M | $107.5K | Added$1.97M |
| TriaGen Wealth Management LLC | 168K | $11.8M | $123.3K | Added$523.9K |
| Cornerstone Wealth Management, LLC | 166.7K | $11.7M | $125.4K | Added$239.9K |
| Baker Avenue Asset Management, LP | 166K | $11.7M | $122.2K | Added$480.2K |
| Cerity Partners LLC | 166K | $11.6M | $126.1K | Cut−$89.9K |
| Colonial Trust Co / SC | 165.8K | $11.6M | $124.2K | Added$288.5K |
| STEPHENS INC /AR/ | 165.5K | $11.6M | $118.7K | Added$773.5K |
| Valmark Advisers, Inc. | 161.5K | $11.3M | $105.7K | Added$1.68M |
| Talisman Wealth Advisors LLC | 167.6K | $11.3M | −$4.3K | Added$1.2M |
| Fairway Financial, LLC | 160K | $11.2M | $121K | Added$178.9K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 159.9K | $11.2M | $117.6K | Added$480.6K |
| Gallagher Fiduciary Advisors, LLC | 157.9K | $11.1M | $107.5K | Added$1.26M |
| COFG Advisors, LLC | 156.9K | $11M | $116.8K | Added$345.8K |
| BEACON ADVISORS HOLDINGS, LLC | 155.7K | $10.9M | $116.3K | Added$306.7K |
| OneDigital Investment Advisors LLC | 155.1K | $10.9M | $112.2K | Added$637K |
| Targeted Financial Services LLC | 155.1K | $10.9M | $117.9K | Cut−$276.7K |
| CORRECT CAPITAL WEALTH MANAGEMENT | 154.9K | $10.9M | $117.7K | Cut−$27.2M |
| Prota Financial, LLC | 153.6K | $10.8M | $108.1K | Added$904.7K |
| KPP Advisory Services LLC | 153.5K | $10.8M | $116.7K | Cut−$1.76M |
| Strategic Wealth Partners, Ltd. | 151.1K | $10.6M | $110.5K | Added$513.4K |
| Advisory Services Network, LLC | 150.9K | $10.6M | $109.4K | Added$597.5K |
| Churchill Financial Advisors, LLC | 150.2K | $10.5M | $77.9K | Added$3.43M |
| Princeton Global Asset Management LLC | 150.1K | $10.5M | $114.1K | Cut−$2.96M |
| ASSETMARK, INC | 148.9K | $10.4M | $111.8K | Added$236.6K |
| Forbes Financial Planning, Inc. | 148.5K | $10.4M | $107.2K | Added$563K |
| EQ LLC | 147.6K | $10.4M | $106.7K | Added$607.4K |
| Legacy Financial Advisors, Inc. | 145.8K | $10.2M | $110.8K | Cut−$1.53M |
| Orion Porfolio Solutions, LLC | 145.5K | $10.2M | $110.6K | Cut−$1.74M |
| Essex Financial Services, Inc. | 144.3K | $10.1M | $109.7K | Cut−$375.8K |
| Shepherd Financial Partners LLC | 142.6K | $10M | $108.3K | Added$12.9K |
| FORTE ASSET MANAGEMENT LLC | 142.2K | $9.98M | $108.1K | Added$65.5K |
| Savant Capital, LLC | 142.1K | $9.97M | $107.9K | Cut−$609K |
| Capital Investment Counsel, LLC | 141.6K | $9.94M | $107.6K | Added$23.6K |
| Sterling Manor Financial, LLC | 141.5K | $9.93M | $107.5K | Cut−$1.31M |
| Prosperity Consulting Group, LLC | 141.4K | $9.92M | $106.9K | Added$159.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 140.9K | $9.89M | $99.9K | Added$762.5K |
| Sound View Wealth Advisors Group, LLC | 140.7K | $9.88M | $107K | Cut−$294.4K |
| SFAM, LLC | 140.6K | $9.86M | $106.8K | Added$50.9K |
| Premier Path Wealth Partners, LLC | 140.5K | $9.86M | $106.8K | Cut−$1.35M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 140.5K | $9.86M | $4.14K | Added$9.48M |
| DAVIDSON INVESTMENT ADVISORS | 140.1K | $9.83M | $103K | Added$424.1K |
| Modus Advisors, LLC | 139.9K | $9.82M | $106.3K | Cut−$976.1K |
| Aptus Capital Advisors, LLC | 139.7K | $9.8M | $106.2K | Cut−$221.4K |
| CVA Family Office, LLC | 137.9K | $9.68M | $88.3K | Added$1.61M |
| Strategic Blueprint, LLC | 136.5K | $9.58M | $103.8K | Added$43.7K |
| IEQ CAPITAL, LLC | 136.5K | $9.58M | $103.3K | Added$143.1K |
| FIRST FOUNDATION ADVISORS | 135.1K | $9.48M | $60.1K | Added$3.99M |
| MGO ONE SEVEN LLC | 134.8K | $9.46M | $98.9K | Added$426.3K |
| CONSILIO WEALTH ADVISORS, LLC | 134.4K | $9.43M | $102.1K | Cut−$16.1M |
| D.A. DAVIDSON & CO. | 133.5K | $9.37M | $101.5K | Cut−$198.3K |
| HARBOUR INVESTMENTS, INC. | 130.9K | $9.19M | $61.7K | Added$3.56M |
| HF Advisory Group, LLC | 130.9K | $9.18M | $96.2K | Added$390.7K |
| Aprio Wealth Management, LLC | 130.8K | $9.18M | $94.5K | Added$547.8K |
| Philip James Wealth Mangement, LLC | 129K | $9.05M | $98K | Cut−$4.08M |
| Bernard Wealth Management Corp. | 128.2K | $9M | $96.7K | Added$163.3K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 125.2K | $8.78M | $93.3K | Added$267.7K |
| Crews Bank & Trust | 124.7K | $8.75M | $93.5K | Added$214.8K |
| Stonebridge Financial Planning Group, LLC | 124.5K | $8.74M | $92.9K | Added$249.9K |
| Meridian Financial Advisors, LLC | 123.4K | $8.66M | $93.7K | Added$108.5K |
| Royal Fund Management, LLC | 123.2K | $8.65M | $94.4K | Cut−$213.2K |
| YARGER WEALTH STRATEGIES, LLC | 122.3K | $8.58M | $92.6K | Added$128.4K |
| Citadel | 122.2K | $8.58M | — | New |
| Sunbelt Securities, Inc. | 121.7K | $8.54M | $92.5K | Added$97.2K |
| Cresset Asset Management, LLC | 120.9K | $8.49M | $89.6K | Added$302.8K |
| Hoese & Co LLP | 120.9K | $8.48M | $86.7K | Added$560.6K |
| NorthRock Partners, LLC | 120.4K | $8.45M | $36.9K | Added$5.07M |
| Johnson & White Wealth Management, LLC | 117.8K | $8.27M | $85.8K | Added$432.9K |
| CWM, LLC | 117.2K | $8.23M | $8.22M | Added$8.22M |
| Madson Wealth Advisors Inc | 116.9K | $8.21M | — | Held |
| HighPoint Advisor Group LLC | 116.5K | $8.18M | $88.5K | Cut−$31.4K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 116.4K | $8.17M | $75.6K | Added$1.27M |
| WRIGHT WEALTH LLC | 116.1K | $8.15M | $83.2K | Added$550.6K |
| SHEETS SMITH WEALTH MANAGEMENT | 116.1K | $8.15M | $78.4K | Added$987.5K |
| ADG Wealth Management Group, LLC | 116K | $8.14M | $84.1K | Added$463.7K |
| Lineweaver Wealth Advisors, LLC | 115.7K | $8.12M | $87.9K | Cut−$617.6K |
| Crumly & Associates Inc. | 115.4K | $8.1M | $87.7K | Cut−$91.9K |
| Coastal Bridge Advisors, LLC | 115K | $8.07M | $87.4K | Cut−$8.41K |
| B. Riley Wealth Advisors, Inc. | 116.6K | $8.04M | −$50.2K | Added$131K |
| Brookstone Capital Management | 114.1K | $8.01M | $18.3K | Added$6.34M |
| Avidian Wealth Enterprises, LLC | 114.1K | $8.01M | $86.8K | Cut−$193.5K |
| SOA Wealth Advisors, LLC. | 113.5K | $7.96M | $86.2K | Cut−$2.08M |
| Hubbell Strickland Wealth Management, LLC | 112.6K | $7.9M | $80K | Added$588K |
| Physician Wealth Advisors, Inc. | 112.4K | $7.89M | $85.4K | Cut−$23.8K |
| AlphaCore Capital LLC | 112.3K | $7.88M | $83.7K | Added$237.8K |
Who left
- NewEdge Advisors, LLC$61.5M
- BAROMETER CAPITAL MANAGEMENT INC.$13.8M
- BBR PARTNERS, LLC$9.61M
- Diversify Advisory Services, LLC$4.35M
- FSC Wealth Advisors, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.94M
- IFG Advisory, LLC$1.42M
- Gambit Capital Management, LLC$847.4K
- TIAA TRUST, NATIONAL ASSOCIATION$785.9K
- Bravias Capital Group, LLC$659.3K
- Darden Wealth Group Inc$638.7K
- Signet Private Wealth LLC$599.3K
- Sowell Financial Services LLC$539.8K
- Capital Advisory Group Advisory Services, LLC$526.9K
- Quadcap Wealth Management, LLC$383.3K
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.