Stock
Reported value
$3.68B
Holders
415
+46 new · −39 exited
Holders’ est. mark
$13M
Price effect on 231 books still in the name
Largest holder
$392.1M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $4.33M
- Icahn Capital0.0% · $2.37M
- Fidelity0.0% · $9.96K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7.75M | $392.1M | $990.1K | Added$98.2M |
| LPL Financial LLC | 6.75M | $341.8M | $1.15M | Added$868.1K |
| MORGAN STANLEY | 3.64M | $184.2M | $617.4K | Added$981.3K |
| UBS Group AG | 2.04M | $103.4M | $347.1K | Cut−$8.16M |
| Wealthspire Advisors, LLC | 1.79M | $90.8M | $293.2K | Added$3.76M |
| ENVESTNET ASSET MANAGEMENT INC | 1.75M | $88.6M | $297.6K | Cut−$5.25M |
| Mariner, LLC | 1.56M | $79.1M | $266.2K | Cut−$218.6K |
| Financial Advisory Corp | 1.49M | $75.7M | $254K | Cut−$4.76M |
| Arbor Investment Advisors, LLC | 1.34M | $67.7M | $210K | Added$5.41M |
| BIP Wealth, LLC | 1.3M | $66M | $221.5K | Cut−$9.6M |
| Capital Asset Advisory Services LLC | 1.18M | $59.8M | $90.7K | Added$8.95M |
| WELLS FARGO & COMPANY/MN | 1.16M | $59M | $146.4K | Added$15.5M |
| Northwest Quadrant Wealth Management, LLC | 1.14M | $57.5M | $186.8K | Added$2.04M |
| RAYMOND JAMES FINANCIAL INC | 1.07M | $54.3M | $178.9K | Added$1.21M |
| Brookstone Capital Management | 1.07M | $53.9M | $170.5K | Added$3.34M |
| Vertex Planning Partners, LLC | 1.04M | $52.6M | $56K | Added$36M |
| Cetera Investment Advisers | 1.04M | $52.4M | $176.2K | Cut−$2.18M |
| ROYAL BANK OF CANADA | 1.02M | $51.8M | $174.5K | Cut−$11.6M |
| OSAIC HOLDINGS, INC. | 998K | $50.5M | $162.6K | Added$1.67M |
| STOCK YARDS BANK & TRUST CO | 907K | $45.9M | $154.2K | Added$103.1K |
| Stash Investments, LLC | 907K | $45.9M | $148.2K | Added$1.94M |
| AlphaCore Capital LLC | 832.4K | $42.1M | $141.5K | Cut−$124.1K |
| STIFEL FINANCIAL CORP | 827.2K | $41.9M | $113.2K | Added$8.31M |
| Rinkey Investments | 796.8K | $40.3M | $135.5K | Cut−$1.03M |
| Walker Financial Services, Inc. | 776.7K | $39.3M | $114.1K | Added$5.45M |
| Facet Wealth, Inc. | 699.7K | $35.4M | $12.9K | Added$2.81M |
| ASSETMARK, INC | 658.9K | $33.4M | $112K | Added$106.5K |
| Laurel Wealth Advisors LLC | 636.8K | $32.2M | $48.1K | Added$1.89M |
| GeoWealth Management, LLC | 624.7K | $31.6M | $29.8K | Added$22.8M |
| Omnitrust Wealth Management, Inc | 619.2K | $31.3M | $28.9K | Added$22.8M |
| FORM Wealth Advisors, LLC | 585.5K | $29.6M | — | New |
| Ifrah Financial Services, Inc. | 515.8K | $26.1M | $87.7K | Cut−$145.9K |
| Cardinal Point Capital Management ULC | 514.6K | $26.1M | $66.2K | Added$6.43M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 494.1K | $25M | $70.1K | Added$4.19M |
| J2 Capital Management Inc | 483.7K | $24.5M | $45.7K | Added$10.9M |
| OneDigital Investment Advisors LLC | 464.8K | $23.5M | $79K | Cut−$1.14M |
| MOULTON WEALTH MANAGEMENT, INC | 461.4K | $23.3M | — | New |
| BEACON FINANCIAL GROUP | 449.8K | $22.8M | $75.9K | Added$260.4K |
| Luminist Capital LLC | 445.1K | $22.5M | $43.2K | Added$9.71M |
| ARK & TLK INVESTMENTS, LLC | 436.9K | $22.1M | $74.2K | Cut−$3.27M |
| Mutual Advisors, LLC | 432K | $21.9M | $23K | Added$15M |
| MKT Advisors LLC | 425.2K | $21.5M | $8.74K | Added$10.4M |
| HighTower Advisors, LLC | 416.7K | $21.1M | $70.9K | Cut−$8.67M |
| SUMMITRY LLC | 409K | $20.7M | $69.5K | Cut−$25.5K |
| Farther Finance Advisors, LLC | 399K | $20.1M | $8.11K | Added$6.68M |
| Creative Planning | 383.6K | $19.4M | $65.2K | Cut−$46.9K |
| Weaver Consulting Group | 377.8K | $19.1M | $64.2K | Cut−$1.61M |
| St. Louis Financial Planners Asset Management, LLC | 360.4K | $18.2M | $61.3K | Cut−$39.6K |
| Portfolio Design Labs, LLC | 339.3K | $17.2M | $42.1K | Added$4.68M |
| JONES FINANCIAL COMPANIES LLLP | 318K | $16.1M | $54K | Cut−$8.18M |
| Castle Rock Wealth Management, LLC | 303.9K | $15.4M | $4.2K | Added$1.16M |
| IFP Advisors, Inc | 296.3K | $15M | $37.2K | Added$3.96M |
| COMMONWEALTH EQUITY SERVICES, LLC | 292.3K | $14.8M | $49.7K | Cut−$15.5M |
| Ascent Group, LLC | 277K | $14M | $34.6K | Added$3.77M |
| Wellington Grp LLC | 268.4K | $13.6M | $41.8K | Added$1.17M |
| J.W. COLE ADVISORS, INC. | 253.5K | $12.8M | $49.8K | Added$23.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 248.5K | $12.6M | $42.3K | Cut−$350.1K |
| Elmwood Wealth Management, Inc. | 246.8K | $12.5M | $29K | Added$3.88M |
| FOUNDERS FINANCIAL SECURITIES LLC | 247.4K | $12.5M | $14.7K | Added$96.7K |
| SILVER OAK SECURITIES, INCORPORATED | 245.2K | $12.4M | $44.1K | Cut−$284.5K |
| WESCAP Management Group, Inc. | 244.2K | $12.4M | $38.5K | Added$942.7K |
| JPMORGAN CHASE & CO | 242.2K | $12.3M | $8.1K | Added$9.85M |
| Sugar Maple Asset Management, LLC | 241.5K | $12.2M | $33.7K | Added$2.23M |
| Private Advisor Group, LLC | 238.6K | $12.1M | $40.5K | Cut−$1.52M |
| Optivise Advisory Services LLC | 230.8K | $11.7M | $28.2K | Added$3.33M |
| Arta Finance Wealth Management LLC | 228.8K | $11.5M | $4.22K | Cut−$2.38M |
| Hutchens & Kramer Investment Management Group, LLC | 221.7K | $11.2M | $32.3K | Added$1.63M |
| Glenview Trust Co | 213.8K | $10.8M | $19.3K | Added$5.1M |
| HARTLINE INVESTMENT CORP/ | 213.4K | $10.8M | $35.3K | Added$334K |
| Legacy Wealth Asset Management, LLC | 199.7K | $10.1M | $32K | Added$615.1K |
| Orion Porfolio Solutions, LLC | 199.5K | $10.1M | $33.9K | Cut−$1.88M |
| Waverly Advisors, LLC | 183.3K | $9.28M | $31.2K | Cut−$1.98M |
| Equitable Holdings, Inc. | 181.9K | $9.18M | $0 | Cut−$1.33M |
| Worth Asset Management, LLC | 174.6K | $8.84M | — | New |
| Generation Capital Management LLC | 172.4K | $8.73M | $28.1K | Added$372.1K |
| Meridian Wealth Management, LLC | 170.7K | $8.64M | $27.3K | Added$528.6K |
| SEEDS INVESTOR LLC | 166.7K | $8.43M | $12.7K | Added$1.31M |
| Sovran Advisors, LLC | 166.1K | $8.41M | $16.2K | Added$210.4K |
| BNP PARIBAS FINANCIAL MARKETS | 164.8K | $8.34M | $773 | Added$8.11M |
| LANDAAS & CO /WI /ADV | 160.3K | $8.12M | $27.3K | Cut−$5.57M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 159.1K | $8.05M | $26.4K | Cut−$1.47M |
| Element Wealth, LLC | 158.1K | $8.01M | $26.8K | Cut−$620.5K |
| HAMEL ASSOCIATES, INC. | 154.4K | $7.82M | $26.2K | Cut−$4.08M |
| Markin Asset Management, LP | 152.2K | $7.7M | $25.9K | Cut−$3.26M |
| Stonebridge Financial Group, LLC | 149.5K | $7.57M | $25.4K | Cut−$719.9K |
| ANDERSON HOAGLAND & CO | 146K | $7.39M | $24.6K | Added$88.4K |
| Perigon Wealth Management, LLC | 144.8K | $7.33M | $24.3K | Added$122.9K |
| Sankala Group LLC | 144.7K | $7.32M | −$1.47K | Added$38.7K |
| Cerity Partners LLC | 144.6K | $7.32M | $24.6K | Cut−$1M |
| Capital Wealth Alliance, LLC | 134.9K | $6.83M | $12.8K | Added$371.9K |
| MML INVESTORS SERVICES, LLC | 128.8K | $6.52M | $21.9K | Cut−$19M |
| GOLDMAN SACHS GROUP INC | 128.7K | $6.52M | $21.9K | Cut−$5.26M |
| Montecito Bank & Trust | 123.5K | $6.26M | $20.2K | Added$247.6K |
| Pioneer Wealth Management Group | 121K | $6.13M | $3.81K | Added$5M |
| SteelPeak Wealth, LLC | 117.4K | $5.94M | $20K | Cut−$462.8K |
| SAX WEALTH ADVISORS, LLC | 116.8K | $5.89M | $0 | Held |
| Brookwood Investment Group LLC | 115.5K | $5.85M | $19.6K | Cut−$2.3M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 114.5K | $5.8M | $19.5K | Cut−$4.43M |
| Vestmark Advisory Solutions, Inc. | 114.3K | $5.79M | $19.4K | Cut−$4.38M |
| Aquire Wealth Advisors, LLC | 111.8K | $5.66M | $11.9K | Added$2.13M |
| Split Rock Private Trading & Wealth Management, LLC | 110.8K | $5.61M | — | New |
| NATIONAL BANK OF CANADA /FI/ | 110K | $5.57M | — | New |
| FIRST MANHATTAN CO. LLC. | 109.8K | $5.56M | — | New |
| SMITH, MOORE & CO. | 106.2K | $5.38M | $17.5K | Added$196K |
| Van Hulzen Asset Management, LLC | 104.2K | $5.27M | $17.7K | Cut−$118.6K |
| Lunt Capital Management, Inc. | 102K | $5.17M | $17.3K | Cut−$4.05M |
| New Capital Management LP | 100.7K | $5.1M | $17.1K | Cut−$27.2K |
| Gotham Asset Management, LLC | 100.7K | $5.1M | $17.1K | Cut−$1.28M |
| Financial Gravity Asset Management, Inc. | 97.3K | $4.93M | $16.4K | Added$70.6K |
| Baring Financial LLC | 96.7K | $4.9M | $15.5K | Added$308.7K |
| Sanctuary Advisors, LLC | 95.6K | $4.84M | $11.8K | Added$1.34M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 95.1K | $4.81M | $14.4K | Added$528.3K |
| Rockefeller Capital Management L.P. | 92.7K | $4.69M | $15.8K | Cut−$21.8K |
| Wealthspire Retirement, LLC | 90.1K | $4.56M | $15.4K | Cut−$24.9M |
| PFS Partners, LLC | 86.3K | $4.37M | $14.7K | Cut−$1.13M |
| Oxbow Advisors, LLC | 86.1K | $4.36M | $14.6K | Cut−$3.1M |
| Friedenthal Financial | 85.7K | $4.34M | $147 | Added$4.3M |
| Citadel | 85.5K | $4.33M | — | New |
| Disciplined Investments, LLC | 84.7K | $4.29M | $14.4K | Cut−$55.1K |
| JACOBSON & SCHMITT ADVISORS, LLC | 84.3K | $4.27M | $13.8K | Added$180.6K |
| Cadia Private Client LLC | 84K | $4.25M | $14.3K | Added$2.05K |
| Federation des caisses Desjardins du Quebec | 84K | $4.25M | $14.2K | Added$42.3K |
| Thomas J. Herzfeld Advisors, Inc. | 79.5K | $4.02M | $759 | Added$3.8M |
| FWG Holdings, LLC | 79.5K | $4.02M | −$9.56K | Cut−$148K |
| Strategic Blueprint, LLC | 78.8K | $3.99M | $11K | Added$744.5K |
| Yoder Wealth Management, Inc. | 78.4K | $3.97M | $9.03K | Added$1.29M |
| MGO ONE SEVEN LLC | 78K | $3.95M | $12.4K | Added$282.4K |
| Hershey Financial Advisers, LLC | 74.9K | $3.79M | $12.7K | Cut−$155.6K |
| INVENIO WEALTH PARTNERS LLC | 71.9K | $3.64M | $12.2K | Cut−$735.9K |
| DRIVE WEALTH MANAGEMENT, LLC | 69.7K | $3.53M | $11.8K | Cut−$773.1K |
| Beacon Pointe Advisors, LLC | 66.8K | $3.38M | $11.4K | Cut−$294.6K |
| Kovitz Investment Group Partners, LLC | 66.3K | $3.36M | $11.3K | Cut−$8.57M |
| GUIDANCE CAPITAL, INC | 65.1K | $3.29M | −$4.15K | Added$668.9K |
| Allworth Financial LP | 63.3K | $3.21M | $10.7K | Added$8.52K |
| Smart Money Group LLC | 63.1K | $3.19M | $9.69K | Added$319.3K |
| MONEY CONCEPTS CAPITAL CORP | 61.2K | $3.1M | $7.05K | Added$1.01M |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 58.4K | $2.95M | $9.91K | Cut−$1.11M |
| Nilsine Partners, LLC | 56.1K | $2.84M | $8.4K | Cut−$554.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54.9K | $2.77M | $1.66K | Cut−$4.79M |
| Mraz, Amerine & Associates, Inc. | 54.6K | $2.77M | $8.98K | Added$101K |
| INTEGRITY ALLIANCE, LLC. | 54.4K | $2.75M | $9.24K | Cut−$163.2K |
| Ameritas Advisory Services, LLC | 54.4K | $2.75M | $9.25K | Added$7.53K |
| Forthright Family Wealth Advisory LLC | 53.3K | $2.7M | — | New |
| Aspect Partners, LLC | 53.3K | $2.7M | $4.09K | Added$1.49M |
| IFS Advisors, LLC | 53.2K | $2.69M | $9.04K | Added$10.6K |
| CITIGROUP INC | 53K | $2.69M | $8.56K | Added$146.7K |
| MATTERN CAPITAL MANAGEMENT, LLC | 52.4K | $2.65M | — | New |
| Kestra Advisory Services, LLC | 52.2K | $2.65M | $8.61K | Added$86.7K |
| Foundry Financial LLC | 50.8K | $2.57M | $2.28K | Added$1.89M |
| Professional Financial Advisors, LLC | 50.2K | $2.54M | $8.54K | Cut−$55.3K |
| CENTRAL TRUST Co | 50.1K | $2.54M | $8.21K | Added$98.1K |
| Advisory Services Network, LLC | 49.7K | $2.51M | $8.46K | Cut−$12.4K |
| Acumen Wealth Advisors, LLC | 49.2K | $2.49M | $3.99K | Added$1.31M |
| Heck Capital Advisors, LLC | 48.9K | $2.48M | $8.32K | Cut−$141.5K |
| Ignite Planners, LLC | 48.6K | $2.47M | $6.87K | Cut−$26.9K |
| EFG International AG | 48K | $2.43M | — | New |
| CWM, LLC | 47.1K | $2.38M | $2.38M | Added$2.38M |
| Icahn Capital | 46.8K | $2.37M | $7.96K | Cut−$74.4K |
| Total Clarity Wealth Management, Inc. | 46.2K | $2.34M | $7.23K | Added$192.9K |
| Jaffetilchin Investment Partners, LLC | 44.2K | $2.24M | $7.53K | Cut−$26.5M |
| RETIREMENT CAPITAL STRATEGIES | 42.7K | $2.16M | $4.54K | Added$810.3K |
| JAMES INVESTMENT RESEARCH, INC. | 41.3K | $2.09M | $7.02K | Cut−$79K |
| CreativeOne Wealth, LLC | 40.8K | $2.07M | $6.98K | Cut−$380.5K |
| MPWM ADVISORY SOLUTIONS, LLC | 39.6K | $2.01M | $6.74K | Cut−$220.8K |
| AE Wealth Management LLC | 38.7K | $1.96M | $3.79K | Added$830.3K |
| Integrated Wealth Concepts LLC | 38.5K | $1.95M | $6.43K | Added$40.1K |
| STEPHENS INC /AR/ | 38.4K | $1.94M | $6.52K | Cut−$263.3K |
| Lionshead Wealth Management, LLC | 38.2K | $1.93M | $6.48K | Cut−$166.1K |
| BURLING WEALTH PARTNERS, LLC | 37.9K | $1.92M | $5.73K | Added$217.4K |
| Cravens & Co Advisors, LLC | 37.2K | $1.88M | $3.69K | Added$16.5K |
| Steele Capital Management, Inc. | 36.7K | $1.86M | $2.21K | Added$1.19M |
| Capital Advisor Network LLC | 36.6K | $1.85M | — | Held |
| Koshinski Asset Management, Inc. | 35.9K | $1.82M | $6.1K | Cut−$23.8K |
| Spire Wealth Management | 35.7K | $1.81M | $4.4K | Added$501.1K |
| Bank of New York Mellon Corp | 35.6K | $1.8M | $6.09K | Cut−$1.83M |
| 3 FACTOR INDEXING, LLC | 35.2K | $1.78M | — | Held |
| BANK OF MONTREAL /CAN/ | 34.3K | $1.74M | $5.82K | Cut−$3.31M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.1K | $1.73M | $806 | Added$1.49M |
| Malaga Cove Capital, LLC | 34.1K | $1.73M | $5.73K | Added$24.7K |
| Sovereign Financial Group, Inc. | 33.6K | $1.7M | $5.71K | Cut−$26.4K |
| Focus Financial Network, Inc. | 33K | $1.67M | $5.59K | Cut−$1.53M |
| Summit Trail Advisors, LLC | 32.9K | $1.66M | — | New |
| Destination Wealth Management | 32.7K | $1.65M | $5.26K | Added$93.2K |
| EP Wealth Advisors, LLC | 32.4K | $1.64M | $5.48K | Added$9.17K |
| AA Financial Advisors, LLC | 31.5K | $1.6M | — | New |
| FIFTH THIRD BANCORP | 31.2K | $1.58M | $396 | Added$1.46M |
| Dynamic Advisor Solutions LLC | 30.8K | $1.56M | $5.23K | Cut−$179K |
| Parisi Gray Wealth Management | 30.1K | $1.52M | $5.12K | Cut−$540.7K |
| CHOREO, LLC | 30K | $1.52M | $3.83K | Added$442.5K |
| Trek Financial, LLC | 28.3K | $1.43M | $4.63K | Added$50K |
| Stratos Wealth Partners, LTD. | 27.9K | $1.41M | $4.73K | Added$12.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 26.9K | $1.36M | $1.21K | Added$1.01M |
| Strategic Financial Concepts, LLC | 26.5K | $1.34M | $3.1K | Added$425.2K |
| Prostatis Group LLC | 26.1K | $1.32M | $4.43K | Cut−$222K |
| MFA Wealth Services | 25.8K | $1.31M | $4.28K | Added$45.6K |
| Parkwoods Wealth Partners, LLC | 25.5K | $1.29M | $3.47K | Added$255.7K |
| Chris Bulman Inc | 25.3K | $1.28M | $4.29K | Cut−$108K |
| Advisory Advocates, LLC | 25.2K | $1.27M | $2.65K | Added$487.9K |
| Haverford Trust Co | 25.1K | $1.27M | $4.26K | Cut−$61.5K |
| Maridea Wealth Management LLC | 25K | $1.27M | $3.77K | Added$140.3K |
| OPPENHEIMER & CO INC | 24.5K | $1.24M | $4.16K | Cut−$568.8K |
| Secure Asset Management, LLC | 23.9K | $1.21M | $4.05K | Cut−$6.19K |
| Composition Wealth, LLC | 23.6K | $1.19M | $4.04K | Cut−$1.11M |
| Darden Wealth Group Inc | 23.5K | $1.19M | $4K | Cut−$7.35K |
| Measured Risk Portfolios, Inc. | 21.9K | $1.11M | $3.57K | Added$48.8K |
| TWO SIGMA SECURITIES, LLC | 21.9K | $1.11M | — | New |
| Landing Point Financial Group, LLC | 21.9K | $1.11M | — | New |
| Indivisible Partners | 21.4K | $1.08M | $2K | Added$479.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 21K | $1.07M | $3.58K | Cut−$232.3K |
| Keebeck Wealth Management | 20.8K | $1.05M | $3.53K | Added$3.53K |
| Two West Capital Advisors LLC | 20.8K | $1.05M | $3.54K | Added$11.6K |
| WCG Wealth Advisors LLC | 20.1K | $1.02M | $2.45K | Added$289.1K |
| Price Capital Management, Inc. | 20K | $1.01M | — | New |
| KINGSWOOD WEALTH ADVISORS, LLC | 19.7K | $996.3K | $3.35K | Cut−$10.5K |
| MONECO ADVISORS, LLC | 19.6K | $990.7K | $3.24K | Added$30.4K |
| &PARTNERS | 19.4K | $981.8K | −$614 | Added$580.2K |
| IHT Wealth Management, LLC | 18.6K | $940K | $2.15K | Added$305.6K |
| Envestnet Portfolio Solutions, Inc. | 18.4K | $933.2K | $3.11K | Cut−$823K |
| Grey Ledge Advisors, LLC | 18.2K | $921.7K | $3.11K | Added$3.36K |
| SYKON CAPITAL LLC | 18.2K | $920.9K | $3.09K | Cut−$78.3K |
| CFO4Life Group, LLC | 18.2K | $920.1K | $2.97K | Added$34.5K |
| HCR Wealth Advisors | 18.1K | $917.7K | $3.08K | Added$3.08K |
| BTS Asset Management, Inc. | 17.8K | $899.1K | $2.71K | Cut−$5.87K |
| Centurion Wealth Management LLC | 17.2K | $870K | $2.91K | Cut−$591.9K |
| Intelligence Driven Advisers, LLC | 17K | $862.9K | $1.72K | Added$353.3K |
| Regal Investment Advisors LLC | 16.8K | $850.7K | $2.51K | Added$106.8K |
| LIBERTY WEALTH MANAGEMENT LLC | 16.5K | $833.8K | $1.1K | Added$428.3K |
| Balboa Wealth Partners | 16.4K | $831.3K | $2.79K | Added$2.79K |
| Clear Creek Financial Management, LLC | 16K | $810.3K | — | New |
| Arkadios Wealth Advisors | 15.1K | $766.7K | $2.59K | Cut−$135.2K |
| POTOMAC FUND MANAGEMENT INC /ADV | 14.9K | $754.2K | $2.18K | Added$119.3K |
| Prospera Financial Services Inc | 14.8K | $749.5K | $2.52K | Cut−$2.48K |
| Ausdal Financial Partners, Inc. | 14.7K | $746K | — | New |
| Cypress Capital, LLC | 14.1K | $714K | $2.38K | Cut−$6.99M |
| Prime Capital Investment Advisors, LLC | 14.1K | $713.4K | $2.38K | Cut−$3.22K |
| MAI Capital Management | 14K | $708.6K | $2.37K | Cut−$72.4K |
| PRINCIPAL SECURITIES, INC. | 14K | $706.7K | $2.29K | Added$26.8K |
| Slow Capital, Inc. | 13.7K | $692.9K | $2.33K | Cut−$565.3K |
| GTS SECURITIES LLC | 13.5K | $684K | $2.3K | Cut−$600.4K |
| WESPAC Advisors, LLC | 13.2K | $670.3K | $2.25K | Cut−$139.1K |
| Keystone Financial Group | 13.2K | $666K | $2.24K | Added$5.99K |
| IEQ CAPITAL, LLC | 13.1K | $661.4K | $2.23K | Added$2.23K |
| Arax Advisory Partners | 13K | $660.6K | $13 | Added$656.6K |
| HARBOUR INVESTMENTS, INC. | 12.8K | $649.1K | $685 | Added$442.1K |
| HUB Investment Partners, LLC | 12.7K | $644.8K | $2.14K | Cut−$193.4K |
| MRP Capital Investments, LLC | 12.7K | $643K | $1.33K | Added$249.4K |
| LaSalle St. Investment Advisors, LLC | 12.6K | $640.1K | $635.7K | Added$639.4K |
| Merit Financial Group, LLC | 12.3K | $624.5K | $2.06K | Added$5.8K |
| CALTON & ASSOCIATES, INC. | 12.2K | $619K | $2.08K | Cut−$237.1K |
| Johnson Bixby & Associates, LLC | 12K | $609K | $2.06K | Cut−$1.23M |
Who left
- AXXCESS WEALTH MANAGEMENT, LLC$50.4M
- Elevation Capital Advisory, LLC$6.56M
- ACUTE INVESTMENT ADVISORY, LLC$3.06M
- JANE STREET GROUP, LLC$2.11M
- Hilltop Holdings Inc.$2.11M
- Westwood Wealth Management$2.1M
- MRWM Advisors, LLC$1.89M
- Tower Research Capital LLC (TRC)$1.64M
- Broussard Financial Group LLC$1.12M
- WIN ADVISORS, INC$891.8K
- Redwood Financial Network Corp$746.3K
- Magnus Financial Group LLC$687.3K
- PeakShares LLC$631.9K
- Waterloo Capital, L.P.$574.7K
- Diversify Advisory Services, LLC$482.1K
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.