Stock
Reported value
$5.75B
Holders
431
+41 new · −37 exited
Holders’ est. mark
$143.2M
Price effect on 232 books still in the name
Largest holder
$2.04B
GOLDMAN SACHS GROUP INC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $2.8M
- Fidelity0.0% · $2.73M
- Icahn Capital0.0% · $685.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 48.1M | $2.04B | $54.6M | Cut−$40.6M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.93M | $252M | $6.42M | Added$18M |
| ENVESTNET ASSET MANAGEMENT INC | 4.59M | $195.1M | $1.64M | Added$135.2M |
| AMERIPRISE FINANCIAL INC | 4.27M | $181.6M | $5.08M | Cut−$21M |
| JPMORGAN CHASE & CO | 4.22M | $175.3M | $633.3K | Cut−$5.01M |
| MORGAN STANLEY | 3.78M | $160.7M | $4.12M | Added$10.6M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3.58M | $152.1M | $3.91M | Added$9.73M |
| LPL Financial LLC | 3.54M | $150.5M | $4.02M | Added$690.9K |
| Dynasty Wealth Management, LLC | 3.47M | $147.6M | $3.94M | Added$607K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.45M | $146.8M | $3.92M | Cut−$123.2K |
| Quotient Wealth Partners, LLC | 3.37M | $143.1M | $3.82M | Cut−$417.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.34M | $142.3M | $3.95M | Cut−$3.48M |
| NorthRock Partners, LLC | 3.07M | $130.7M | $3.08M | Added$18.5M |
| WELLS FARGO & COMPANY/MN | 2.04M | $86.8M | $2.32M | Cut−$257.4K |
| NORTHERN TRUST CORP | 1.98M | $84.2M | $2.25M | Added$1.84M |
| Waverly Advisors, LLC | 1.93M | $81.9M | $2.19M | Cut−$21.1M |
| BANK OF AMERICA CORP /DE/ | 1.69M | $71.8M | $1.92M | Cut−$3.56M |
| Cetera Investment Advisers | 1.41M | $59.9M | $1.53M | Added$4.2M |
| OSAIC HOLDINGS, INC. | 1.25M | $53.1M | $1.42M | Cut−$3.1M |
| MML INVESTORS SERVICES, LLC | 1.14M | $48.3M | $1.29M | Cut−$3.82M |
| PNC Financial Services Group, Inc. | 1.03M | $43.9M | $1.07M | Added$4.81M |
| Jordan Park Group LLC | 995.4K | $42.3M | $1.12M | Added$656.1K |
| RAYMOND JAMES FINANCIAL INC | 937.6K | $39.8M | $994.4K | Added$3.6M |
| Mariner, LLC | 881.4K | $37.5M | $1M | Cut−$3.47M |
| Verde Capital Management | 831.5K | $35.3M | $879.1K | Added$3.3M |
| Blankinship & Foster, LLC | 789.1K | $33.5M | $895.6K | Added$17.9K |
| US BANCORP \DE\ | 780.9K | $33.2M | $886.3K | Cut−$792.3K |
| SACHEM HILL LLC | 693.1K | $29.5M | $786.6K | Added$680K |
| Crumly & Associates Inc. | 616.7K | $26.2M | $516.1K | Added$7.4M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 524K | $22.3M | — | New |
| Vestmark Advisory Solutions, Inc. | 518.8K | $22M | — | New |
| ACT WEALTH MANAGEMENT, LLC | 517.7K | $22M | $587.6K | Added$495.9K |
| UBS Group AG | 510.4K | $21.7M | $579.3K | Cut−$19.9M |
| BOKF, NA | 481.2K | $20.4M | $499.5K | Added$2.25M |
| Prasad Wealth Partners, LLC | 441.4K | $18.8M | $494.8K | Added$727.1K |
| Tulsa Wealth Advisors, INC | 427.1K | $18.1M | — | New |
| Paradigm, Strategies in Wealth Management, LLC | 396.7K | $16.9M | $450.2K | Cut−$1.12M |
| COMMONWEALTH EQUITY SERVICES, LLC | 359.1K | $15.3M | $407.6K | Cut−$2.75M |
| Csenge Advisory Group | 353.6K | $15M | $401.4K | Cut−$510.1K |
| WESCAP Management Group, Inc. | 350.3K | $14.9M | $389.7K | Added$684.4K |
| Denver PWM, LLC | 332.9K | $14.9M | $2.23M | Cut−$475.8K |
| Lighthouse Wealth Management Inc. | 344.6K | $14.6M | $377.5K | Added$885.9K |
| ROYAL BANK OF CANADA | 333.8K | $14.2M | $379.4K | Cut−$70K |
| Modern Wealth Management, LLC | 320.1K | $13.8M | $560.2K | Added$416K |
| JONES FINANCIAL COMPANIES LLLP | 333.7K | $13.8M | −$35.3K | Added$3.31M |
| Prime Capital Investment Advisors, LLC | 311.8K | $13.3M | $353.9K | Cut−$298.8K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 305.2K | $13M | — | Held |
| PCA Investment Advisory Services Inc. | 295.9K | $12.6M | $295.1K | Added$1.82M |
| Pathstone Holdings, LLC | 270.9K | $11.5M | $307.5K | Added$307.5K |
| PERSPECTIVE WEALTH ADVISORS LLC | 261.8K | $11.1M | $264.9K | Added$1.47M |
| Vertex Planning Partners, LLC | 257K | $10.9M | $284.8K | Added$540.2K |
| Bank of New York Mellon Corp | 255.1K | $10.8M | $289.5K | Cut−$592.5K |
| Lido Advisors, LLC | 254K | $10.8M | $308.2K | Cut−$3.28M |
| DEUTSCHE BANK AG\ | 250K | $10.6M | $285K | Added$285K |
| Cyr Financial Inc. | 248.4K | $10.6M | $262K | Added$1.01M |
| NEPC LLC | 241.2K | $10.2M | $273.7K | Added$273.7K |
| Independent Advisor Alliance | 237.8K | $10.1M | — | New |
| Darrow Company, Inc. | 223.2K | $9.48M | $252.3K | Added$290.3K |
| Avidian Wealth Enterprises, LLC | 221.5K | $9.41M | $251.3K | Added$255.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | 220.5K | $9.37M | $242.4K | Added$566K |
| Crescent Grove Advisors, LLC | 218.2K | $9.27M | $230.3K | Added$879.6K |
| Weaver Capital Management LLC | 212.6K | $9.03M | $241.3K | Cut−$24.9K |
| BLAIR WILLIAM & CO/IL | 211.7K | $9M | $226.2K | Added$754.2K |
| Farther Finance Advisors, LLC | 207.6K | $8.95M | $363.3K | Cut−$266.1K |
| Cerity Partners LLC | 192.3K | $8.17M | $217.4K | Added$251.7K |
| RFG Advisory, LLC | 188.5K | $8.01M | $179.3K | Added$1.48M |
| Rockefeller Capital Management L.P. | 168.1K | $7.14M | $190.8K | Cut−$19M |
| TRUIST FINANCIAL CORP | 167K | $7.1M | $99.5K | Added$3.47M |
| Delta Wealth Advisors LLC | 162K | $6.88M | $162.8K | Added$951.1K |
| Burns Matteson Capital Management, LLC | 153K | $6.5M | $103.5K | Added$2.73M |
| ARQ WEALTH ADVISORS, LLC | 149.9K | $6.37M | $158.7K | Added$584.2K |
| Keystone Financial Group | 149.7K | $6.36M | $7K | Added$6.11M |
| Kestra Advisory Services, LLC | 146.3K | $6.22M | $166.1K | Cut−$265.6K |
| Ifrah Financial Services, Inc. | 145.5K | $6.18M | $165.1K | Added$64.1K |
| CITIGROUP INC | 142.5K | $6.06M | $154.4K | Added$431.2K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 140.6K | $5.97M | $159.5K | Cut−$154.4K |
| Geneos Wealth Management Inc. | 140.3K | $5.96M | $159K | Added$193.9K |
| Bigelow Investment Advisors, LLC | 140.1K | $5.95M | $133.1K | Added$1.1M |
| First Interstate Bank | 137.5K | $5.84M | $156.1K | Cut−$53.1M |
| Summit Asset Management, LLC | 135.9K | $5.77M | $154.2K | Added$154.2K |
| IVC Wealth Advisors LLC | 129K | $5.48M | $121K | Added$1.07M |
| Steward Partners Investment Advisory, LLC | 122.2K | $5.19M | $134.4K | Added$294.9K |
| STIFEL FINANCIAL CORP | 120.2K | $5.11M | $136.3K | Added$142.6K |
| Clarity Retirement & Wealth, LLC | 119.7K | $5.09M | $135.9K | Cut−$683.7K |
| EverSource Wealth Advisors, LLC | 118.1K | $5.02M | $89.8K | Added$1.75M |
| Friedenthal Financial | 116.4K | $4.95M | $127.2K | Added$308.9K |
| Precision Wealth Strategies, LLC | 116K | $4.93M | $131.6K | Cut−$508.9K |
| Roof Eidam Maycock Peralta, LLC | 115K | $4.89M | $130.5K | Added$130.5K |
| Cornerstone Planning Group LLC | 110.2K | $4.87M | $181.2K | Added$160.6K |
| Fiduciary Trust Co | 112.7K | $4.79M | $127.9K | Added$127.9K |
| DecisionMap Wealth Management, LLC | 109.9K | $4.67M | $124.7K | Cut−$15K |
| Capital Asset Advisory Services LLC | 103.4K | $4.63M | $246.6K | Added$177.7K |
| Sanctuary Advisors, LLC | 108.6K | $4.62M | $123.3K | Cut−$231.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 100.4K | $4.33M | $69.8K | Cut−$1.2M |
| Advyzon Investment Management, LLC | 101.3K | $4.31M | — | New |
| CVFG LLC | 100.6K | $4.27M | $110.6K | Added$245.8K |
| ALLIANCEBERNSTEIN L.P. | 100.1K | $4.14M | — | New |
| Capital Investment Advisory Services, LLC | 97.3K | $4.14M | $110.5K | Cut−$76.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 96.3K | $4.09M | $84K | Added$816.1K |
| MATTERS CAPITAL LLC | 96.3K | $4.09M | $109.3K | Added$109.3K |
| Cypress Capital, LLC | 94.2K | $4M | $106.9K | Added$66.7K |
| Mutual Advisors, LLC | 92.7K | $3.94M | $105.2K | Cut−$18.5K |
| Traveka Wealth, LLC | 90.2K | $3.83M | $102.3K | Cut−$400.3K |
| Sigma Planning Corp | 87.8K | $3.73M | $99.7K | Cut−$447.4K |
| TritonPoint Partners, LLC | 85.7K | $3.64M | $97.3K | Cut−$108.8K |
| Strategic Financial Concepts, LLC | 79.6K | $3.45M | — | New |
| Beacon Pointe Advisors, LLC | 79.6K | $3.38M | — | New |
| Concurrent Investment Advisors, LLC | 79.3K | $3.37M | $90K | Cut−$272.5K |
| IHT Wealth Management, LLC | 79.3K | $3.37M | $90K | Cut−$90.6K |
| MAI Capital Management | 79.2K | $3.37M | $86.8K | Added$203K |
| Ashton Thomas Private Wealth, LLC | 78.6K | $3.34M | $84.7K | Added$255.9K |
| Kingsview Wealth Management, LLC | 76.3K | $3.24M | $86.6K | Cut−$16.4K |
| SUMMITPOINT CAPITAL MANAGEMENT | 70.6K | $2.92M | — | Held |
| HARBOUR INVESTMENTS, INC. | 68.6K | $2.91M | $658 | Added$2.89M |
| AdvisorNet Financial, Inc | 68.5K | $2.91M | $77.8K | Cut−$23K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 67.2K | $2.86M | $75K | Cut−$3.74M |
| Savvy Advisors, Inc. | 66.4K | $2.82M | $69.3K | Added$299.2K |
| Citadel | 65.9K | $2.8M | — | New |
| Future Financial Wealth Managment LLC | 62.6K | $2.79M | $144.1K | Cut−$1.98M |
| HighTower Advisors, LLC | 64.6K | $2.74M | $73.2K | Cut−$127.1K |
| Wealthcare Advisory Partners LLC | 64.5K | $2.74M | $71.1K | Added$148.3K |
| Fidelity | 64.3K | $2.73M | $70.3K | Added$170.7K |
| Apella Capital, LLC | 57K | $2.57M | $210.1K | Added$51.3K |
| Regal Investment Advisors LLC | 59.3K | $2.52M | $67.3K | Added$52.2K |
| TRUE Private Wealth Advisors | 58.5K | $2.49M | $48.1K | Added$733.6K |
| Shepherd Street Advisors LLC | 58.2K | $2.47M | $55.6K | Added$447.6K |
| RETIREMENT PLANNING GROUP, LLC / NY | 57.3K | $2.44M | $63.2K | Added$133.3K |
| Private Advisor Group, LLC | 56.7K | $2.41M | $64.3K | Cut−$43.4K |
| Capital Developers, LLC | 55K | $2.34M | $62.5K | Cut−$24.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 54.4K | $2.31M | $61.7K | Cut−$302.2K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 52.4K | $2.23M | $57.6K | Added$130K |
| Advisory Services Network, LLC | 50.5K | $2.14M | $48.9K | Added$363K |
| Valmark Advisers, Inc. | 49.7K | $2.11M | $54.5K | Added$126.4K |
| Golden State Equity Partners | 49.4K | $2.1M | $46.1K | Added$421.9K |
| Signal Advisors Wealth, LLC | 48.1K | $2.05M | $29.2K | Added$983.7K |
| Summit Financial, LLC | 47.9K | $2.03M | $50.6K | Added$192.6K |
| Grove Bank & Trust | 47.5K | $2.02M | $53.9K | Added$53.9K |
| Cornerstone Wealth Management, LLC | 46.5K | $1.97M | $52.7K | Added$27.3K |
| BOK Financial Private Wealth, Inc. | 44.1K | $1.88M | $50.1K | Cut−$333.9K |
| Aaron Wealth Advisors LLC | 43.5K | $1.85M | $49.4K | Cut−$289.9K |
| CITIZENS FINANCIAL GROUP INC/RI | 43.4K | $1.84M | $49.3K | Cut−$19.4K |
| WIN ADVISORS, INC | 40.2K | $1.71M | — | New |
| Disciplined Investors, L.L.C. | 40.2K | $1.71M | $45.6K | Added$36.1K |
| VERITY Wealth Advisors | 40K | $1.7M | $45.4K | Cut−$1.31M |
| FLAGSHIP HARBOR ADVISORS, LLC | 38.6K | $1.64M | $11.8K | Added$1.21M |
| OVERSEA-CHINESE BANKING Corp Ltd | 37.7K | $1.6M | $42.8K | Added$42.8K |
| Dynamic Advisor Solutions LLC | 37.2K | $1.58M | $42.2K | Added$40.4K |
| Valeo Financial Advisors, LLC | 36.9K | $1.57M | $41.8K | Cut−$16.4M |
| CreativeOne Wealth, LLC | 36.7K | $1.56M | $34.1K | Added$317.5K |
| FLAGSTAR ADVISORS INC | 36.4K | $1.55M | $41.4K | Cut−$269.6K |
| Quadrature Capital Ltd | 35.9K | $1.53M | $40.8K | Cut−$1.86M |
| MRWM Advisors, LLC | 35.8K | $1.52M | $40.6K | Cut−$8.32K |
| Merit Financial Group, LLC | 35.6K | $1.51M | $40.3K | Cut−$163.8K |
| Firestone Capital Management | 35K | $1.49M | $39.7K | Added$39.7K |
| NATIONAL BANK OF CANADA /FI/ | 34.7K | $1.47M | $38.1K | Added$85.8K |
| Nova Wealth Management, Inc. | 34.5K | $1.46M | $28.8K | Added$413.1K |
| Federation des caisses Desjardins du Quebec | 34.5K | $1.44M | $29.2K | Added$29.2K |
| Wealth Preservation Advisors, LLC | 33.3K | $1.41M | $37.8K | Cut−$215.2K |
| Prospera Financial Services Inc | 32.5K | $1.38M | $32.2K | Added$202.2K |
| Trinity Wealth Management, LLC | 31.6K | $1.34M | $35.9K | Added$19.8K |
| LIBERTY WEALTH MANAGEMENT LLC | 31.5K | $1.34M | $36.8K | Cut−$918K |
| Gladstone Institutional Advisory LLC | 31K | $1.32M | $35.2K | Cut−$45.7K |
| Osprey Private Wealth LLC | 30.7K | $1.3M | $34.8K | Cut−$128.7K |
| CWM, LLC | 30.2K | $1.28M | $1.28M | Added$1.28M |
| Apollon Wealth Management, LLC | 30.1K | $1.28M | $34.2K | Cut−$13.1K |
| Clearstead Advisors, LLC | 29K | $1.23M | — | New |
| INTEGRITY ALLIANCE, LLC. | 28.3K | $1.2M | $30.5K | Added$92.3K |
| Integrated Wealth Concepts LLC | 28.1K | $1.19M | $26.5K | Added$227.9K |
| DIMENSION CAPITAL MANAGEMENT LLC | 28K | $1.19M | $31.8K | Added$3.77K |
| INDEPENDENT FINANCIAL GROUP, LLC | 28K | $1.19M | $31.6K | Added$38.4K |
| Dorsey & Whitney Trust CO LLC | 27.8K | $1.18M | $31.6K | Added$31.6K |
| Corient Private Wealth LLC | 27.5K | $1.17M | $31.2K | Cut−$103.3K |
| Immaculate Wealth Management LLC | 27.3K | $1.16M | — | Held |
| BURKETT FINANCIAL SERVICES, LLC | 26.5K | $1.13M | $30.1K | Cut−$7.17K |
| PRINCIPAL SECURITIES, INC. | 25.7K | $1.09M | $29.2K | Cut−$1.81M |
| Equitable Holdings, Inc. | 26.3K | $1.09M | $13 | Added$161.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25.5K | $1.08M | $28.9K | Cut−$778.4K |
| FIFTH THIRD BANCORP | 25.1K | $1.07M | $42 | Added$1.07M |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 25K | $1.06M | $28.3K | Added$11.6K |
| Cedar Wealth Management, LLC | 24.8K | $1.05M | $28.2K | Added$28.2K |
| Hirtle Callaghan & Co LLC | 24.2K | $1.03M | $27.5K | Added$27.5K |
| Hobbs Group Advisors, LLC | 24K | $1.02M | $27.2K | Added$27.2K |
| Brookstone Capital Management | 23.3K | $990.9K | $24.3K | Added$103.8K |
| Perigon Wealth Management, LLC | 22.6K | $959.7K | $25.6K | Cut−$51.2K |
| LexAurum Advisors, LLC | 22.1K | $940.9K | — | Held |
| Choate Investment Advisors | 22.1K | $937.3K | $25K | Added$25K |
| OneDigital Investment Advisors LLC | 21.2K | $901.8K | $24.1K | Cut−$7.45M |
| MA Private Wealth | 21.2K | $899.2K | $24K | Cut−$45.3K |
| World Investment Advisors | 21K | $892.6K | $23.5K | Added$36K |
| IFP Advisors, Inc | 20.7K | $879.4K | $4.44K | Added$717.7K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 20.7K | $878.2K | $23.5K | Added$23.5K |
| Kestra Investment Management, LLC | 20.5K | $870.8K | $22.7K | Added$41.6K |
| Ameritas Advisory Services, LLC | 20.1K | $855.4K | $22.8K | Cut−$921.3K |
| Summit Investment Advisory Services, LLC | 20K | $851.4K | $22.7K | Added$13.4K |
| Creative Planning | 19.7K | $837.7K | $22.4K | Cut−$56.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19.5K | $827.2K | $21.5K | Added$44.3K |
| BENJAMIN EDWARDS INC | 19.2K | $815.4K | $21.8K | Cut−$658.8K |
| Meridian Wealth Management, LLC | 18.9K | $803.6K | $21.5K | Added$5.62K |
| FIRST CITIZENS BANK & TRUST CO | 18.4K | $780K | $20.8K | Cut−$135 |
| OneAscent Wealth Management LLC | 18.2K | $774.6K | $17.8K | Added$126.7K |
| Berkeley, Inc | 17.8K | $757.4K | $20.2K | Cut−$2.52K |
| Fifth Third Securities, Inc. | 17.6K | $746.3K | $19.9K | Cut−$155.7K |
| Sage Mountain Advisors LLC | 17.4K | $737.8K | $19.7K | Cut−$208.8K |
| Meridian Wealth Advisors, LLC | 17.2K | $731.8K | $17.2K | Added$106.2K |
| GLENMEDE TRUST CO NA | 17.2K | $728.9K | $19.5K | Added$19.5K |
| Arkadios Wealth Advisors | 17K | $723.7K | $13.2K | Added$243.8K |
| 71 West Capital Partners | 17K | $723.4K | — | New |
| Arax Advisory Partners | 16.8K | $714.3K | $4.92K | Added$535.6K |
| Sowell Financial Services LLC | 16.7K | $711K | $19K | Added$7.73K |
| &PARTNERS | 16.3K | $694.5K | $18.6K | Cut−$100K |
| ProVise Management Group, LLC | 16.2K | $689.8K | $16.9K | Added$75.5K |
| Balefire, LLC | 16.2K | $687.6K | $18.4K | Cut−$7.98K |
| Icahn Capital | 16.1K | $685.9K | $11.3K | Added$275K |
| Detalus Advisors, LLC | 16K | $681.6K | $18.2K | Added$10.6K |
| Sequoia Financial Advisors, LLC | 15.9K | $675.9K | — | New |
| DAVENPORT & Co LLC | 15.8K | $671.8K | $11.9K | Added$237.5K |
| M Wealth Management, LLC | 15.8K | $671.6K | $17.9K | Cut−$6.88K |
| AE Wealth Management LLC | 15.7K | $668.7K | $17.9K | Added$13.8K |
| Provident Living Financial Services, Inc. | 15.2K | $645.6K | $17.2K | Added$3.51K |
| Wellington Grp LLC | 15.1K | $642.2K | $17.2K | Added$17.2K |
| Strategic Blueprint, LLC | 15.1K | $640.5K | $17.1K | Cut−$29.9K |
| Aspen Grove Capital, LLC | 15K | $638.5K | $17.1K | Added$17.1K |
| Clark Capital Management Group, Inc. | 14.7K | $624.5K | $16.7K | Added$16.6K |
| Icon Wealth Advisors, LLC | 14.3K | $622K | $30.6K | Cut−$21.6K |
| HEADINVEST, LLC | 14.6K | $619.6K | $16.5K | Added$16.5K |
| Spectrum Planning & Advisory Services Inc. | 14.5K | $618.1K | $16.5K | Added$12.8K |
| MOR Wealth Management, LLC | 13.9K | $589K | $15.7K | Added$15.7K |
| Wealthfront Advisers LLC | 13.6K | $577.1K | $11.9K | Added$143.8K |
| 5T Wealth, LLC | 13.4K | $568.6K | $15.2K | Added$7.74K |
| FIRST AMERICAN TRUST, FSB | 12.8K | $542.3K | $14.5K | Cut−$9.92K |
| Cranbrook Wealth Management, LLC | 12.6K | $534.2K | $14.3K | Added$14.3K |
| Parallel Advisors, LLC | 12.5K | $531.4K | $5.39K | Added$334.9K |
| PFG Advisors | 12.2K | $519.6K | $13.2K | Added$38.5K |
| Merkkuri Wealth Advisors LLC | 12.2K | $516.4K | $13.8K | Added$13.8K |
| Redwood Financial Network Corp | 12.1K | $515.8K | $13.8K | Added$3.48K |
| Mach-1 Financial Group, LLC | 12K | $509.1K | $10.6K | Added$121.6K |
| Canopy Partners, LLC | 12K | $508.7K | $13.6K | Added$13.6K |
| CARDIFF PARK ADVISORS, LLC | 11.6K | $492.2K | $13.1K | Added$13.1K |
| Daviman Financial, LLC | 11.5K | $489.8K | $13.1K | Cut−$109.8K |
| Savant Capital, LLC | 11.3K | $480K | $7.85K | Added$193.9K |
| One Wealth Advisors, LLC | 11.1K | $473.6K | $12.6K | Cut−$79.8K |
| Interchange Capital Partners, LLC | 12.7K | $462.3K | — | New |
| Stone Summit Wealth LLC | 10.7K | $454K | $12.1K | Cut−$1.82M |
| ASSETMARK, INC | 10.6K | $449K | $11.4K | Added$32.7K |
| Clear Creek Financial Management, LLC | 10.5K | $447.3K | $11.9K | Cut−$4.72K |
| TRITONPOINT WEALTH, LLC | 10.5K | $444.2K | $11.9K | Cut−$15.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.1K | $429.2K | $11.5K | Added$11.5K |
| Pinnacle Financial Partners, Inc. | 10K | $426.6K | $11.4K | Added$11.4K |
| Western Wealth Management, LLC | 10K | $426.1K | $11.4K | Cut−$15.1K |
| Compound Planning, Inc. | 9.99K | $424.7K | $11.3K | Cut−$14.3K |
Who left
- AXXCESS WEALTH MANAGEMENT, LLC$4.33M
- SCOTIA CAPITAL INC.$2.44M
- NewEdge Advisors, LLC$1.43M
- TUDOR INVESTMENT CORP ET AL$1.03M
- Fortis Group Advisors, LLC$613.2K
- Allie Family Office LLC$582.8K
- Venturi Wealth Management, LLC$501.7K
- MONETA GROUP INVESTMENT ADVISORS LLC$481K
- SEAVIEW INVESTMENT MANAGERS LLC$409K
- QRG CAPITAL MANAGEMENT, INC.$404.4K
- GTS SECURITIES LLC$377.6K
- Stokes Family Office, LLC$374.5K
- Tandem Investment Partners LLC$368.1K
- Focus Partners Wealth$366.9K
- IFG Advisory, LLC$362.5K
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.