Stock
Reported value
$2.46B
Holders
386
+33 new · −40 exited
Holders’ est. mark
−$4.04M
Price effect on 235 books still in the name
Largest holder
$178.8M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $50M
- Icahn Capital0.0% · $965K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.52M | $178.8M | −$866.2K | Added$11.7M |
| Clearwater Capital Advisors, LLC | 3.12M | $158.5M | −$775.1K | Added$9.03M |
| BANK OF AMERICA CORP /DE/ | 3.06M | $155.5M | −$779.7K | Added$5.18M |
| WELLS FARGO & COMPANY/MN | 2.76M | $140.5M | −$714.1K | Added$2.83M |
| LPL Financial LLC | 2.75M | $139.5M | −$703.8K | Added$3.84M |
| UBS Group AG | 2.51M | $127.6M | −$427.5K | Added$45.1M |
| Bramshill Investments, LLC | 2.4M | $121.8M | −$635.2K | Cut−$3.29M |
| BlackRock, Inc. | 2.26M | $114.9M | −$598.8K | Cut−$1.25M |
| Cetera Investment Advisers | 1.41M | $71.9M | −$337K | Added$6.86M |
| RAYMOND JAMES FINANCIAL INC | 1.25M | $63.6M | −$307.5K | Added$4.26M |
| Americana Partners, LLC | 1.14M | $57.8M | −$111.4K | Added$36.3M |
| AMERIPRISE FINANCIAL INC | 1.1M | $55.7M | −$259.3K | Cut−$2.63M |
| Fidelity | 983.4K | $50M | −$1.13K | Added$49.8M |
| ROYAL BANK OF CANADA | 723.1K | $36.8M | −$150.6K | Added$7.65M |
| ENVESTNET ASSET MANAGEMENT INC | 629.8K | $32M | −$126.8K | Added$7.57M |
| OSAIC HOLDINGS, INC. | 564.6K | $28.7M | −$86K | Added$11.9M |
| STIFEL FINANCIAL CORP | 530.4K | $27M | −$137.9K | Added$350.4K |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 490.4K | $24.9M | −$130K | Cut−$130K |
| Alexander Randolph Advisory, Inc. | 461.5K | $23.5M | −$117.2K | Added$858.3K |
| DONALDSON CAPITAL MANAGEMENT, LLC | 412.1K | $21M | −$109.2K | Cut−$837.5K |
| Gotham Asset Management, LLC | 397.3K | $20.2M | −$53.1K | Added$9.96M |
| MBM WEALTH CONSULTANTS, LLC | 337.5K | $17.2M | −$78K | Added$2.13M |
| KWMG, LLC | 317.1K | $16.1M | −$80K | Added$691.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | 307.9K | $15.7M | −$63.3K | Added$3.46M |
| Waverly Advisors, LLC | 298.8K | $15.2M | −$68.7K | Added$1.94M |
| COMMONWEALTH EQUITY SERVICES, LLC | 291.9K | $14.8M | −$71.8K | Added$985.5K |
| Union Bancaire Privee, UBP SA | 286.6K | $14.5M | −$111.8K | Cut−$245.3K |
| SECURIAN ASSET MANAGEMENT, INC | 283.6K | $14.4M | −$75.2K | Cut−$75.2K |
| OPPENHEIMER & CO INC | 269.8K | $13.7M | −$60.8K | Added$1.99M |
| Private Advisor Group, LLC | 265.9K | $13.5M | −$66.4K | Added$704.7K |
| Kraft, Davis & Associates, LLC | 257.9K | $13.1M | −$75.4K | Added$180.8K |
| WBH ADVISORY INC | 250.4K | $12.7M | −$102.5K | Added$776.7K |
| Proficio Capital Partners LLC | 248.6K | $12.6M | −$16K | Added$9.55M |
| CAPTRUST FINANCIAL ADVISORS | 238.1K | $12.1M | −$63.1K | Cut−$248.1K |
| Concurrent Investment Advisors, LLC | 234.8K | $11.9M | −$45K | Added$3.27M |
| Focus Partners Wealth | 232.1K | $11.8M | −$61.5K | Cut−$221.7K |
| Equitable Holdings, Inc. | 229.3K | $11.7M | −$0 | Added$11.2M |
| San Luis Wealth Advisors LLC | 218.9K | $11.1M | −$40.2K | Added$3.38M |
| Timmons Wealth Management, LLC | 208.1K | $10.6M | −$45.7K | Added$1.77M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 197.1K | $10M | −$44.6K | Added$1.42M |
| Syntegra Private Wealth Group, LLC | 193.5K | $9.83M | −$51.3K | Cut−$930.5K |
| JACOBSON & SCHMITT ADVISORS, LLC | 185.6K | $9.44M | −$47K | Added$381.2K |
| Kingsview Wealth Management, LLC | 184.8K | $9.39M | −$48.9K | Cut−$1.79M |
| Kestra Advisory Services, LLC | 180.1K | $9.15M | −$21.9K | Added$4.92M |
| Ifrah Financial Services, Inc. | 179.1K | $9.11M | −$47.5K | Cut−$1.07M |
| HighTower Advisors, LLC | 165.6K | $8.42M | −$43.9K | Cut−$1.99M |
| Brookwood Investment Group LLC | 164.2K | $8.35M | −$33.8K | Added$1.82M |
| Optivise Advisory Services LLC | 163.7K | $8.32M | −$27.3K | Added$3.05M |
| MAIMON WEALTH MANAGEMENT LTD. | 163.2K | $8.28M | −$55K | Added$476.3K |
| PROATHLETE WEALTH MANAGEMENT LLC | 159.3K | $8.12M | −$48.8K | Added$129.4K |
| OneDigital Investment Advisors LLC | 157.3K | $8M | −$36.6K | Added$932.3K |
| Summit Financial, LLC | 156.6K | $7.96M | −$41.5K | Cut−$2.17M |
| Rollins Financial Advisors, LLC | 154.7K | $7.86M | −$40.5K | Added$62.5K |
| INTEGRITY ALLIANCE, LLC. | 151.5K | $7.7M | −$38.7K | Added$251.7K |
| &PARTNERS | 149.7K | $7.61M | −$39.9K | Cut−$1.97M |
| OakTrust Wealth Advisors, LLC | 147.3K | $7.49M | −$37.3K | Added$302.7K |
| Selby Wealth Management, LLC | 143.4K | $7.29M | −$15.2K | Added$4.36M |
| Sand Hill Global Advisors, LLC | 141.3K | $7.18M | −$37.4K | Cut−$42.7K |
| Bond & Devick Financial Network, Inc. | 140K | $7.12M | −$31.8K | Added$982.2K |
| CWM, LLC | 137.3K | $6.98M | $6.97M | Added$6.97M |
| LOWE BROCKENBROUGH & CO INC | 129.9K | $6.6M | −$34.4K | Cut−$129.4K |
| Apollon Financial, LLC | 128K | $6.51M | −$33.9K | Cut−$220K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 127.1K | $6.45M | −$53.4K | Cut−$1.65M |
| Mariner, LLC | 126.7K | $6.44M | −$33.6K | Cut−$179.9K |
| EXENCIAL WEALTH ADVISORS, LLC | 126.3K | $6.42M | −$31.8K | Added$290.5K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 124.7K | $6.34M | −$33K | Cut−$16.2K |
| Baird Financial Group, Inc. | 123K | $6.25M | −$15.7K | Added$3.23M |
| BANK OF MONTREAL /CAN/ | 121.9K | $6.2M | −$32.3K | Cut−$1M |
| STALEY CAPITAL ADVISERS INC | 119.4K | $6.07M | −$31.6K | Cut−$73.6K |
| Alpha Financial Advisors, LLC | 115.5K | $5.87M | −$29.6K | Added$161.1K |
| Sanctuary Advisors, LLC | 114.6K | $5.83M | −$29.9K | Added$65.6K |
| FINANCIAL MANAGEMENT NETWORK INC | 113.7K | $5.77M | −$35.8K | Cut−$439.5K |
| MML INVESTORS SERVICES, LLC | 112.9K | $5.74M | −$24.7K | Added$986.6K |
| Montecito Bank & Trust | 111.6K | $5.67M | −$29.6K | Cut−$166.4K |
| Patriot Financial Group Insurance Agency, LLC | 107.9K | $5.49M | −$7.51K | Added$4.04M |
| Gladstone Institutional Advisory LLC | 106.1K | $5.4M | −$28.1K | Cut−$283.3K |
| Meramec Financial Planners, LLC | 99.4K | $5.07M | −$19.5K | Added$78.7K |
| Van Hulzen Asset Management, LLC | 96K | $4.88M | −$24.6K | Added$130K |
| TRUIST FINANCIAL CORP | 93.2K | $4.74M | −$23.8K | Added$148.2K |
| VISTA INVESTMENT PARTNERS II, LLC | 91.9K | $4.67M | −$7.13K | Added$3.3M |
| Values First Advisors, Inc. | 91.7K | $4.66M | −$23.8K | Added$76.7K |
| Caliber Wealth Management, LLC / KS | 91.1K | $4.63M | −$24K | Added$12K |
| Kure Advisory, LLC | 89.6K | $4.56M | −$22.5K | Added$206K |
| WJ Wealth Management, LLC | 86K | $4.37M | −$3.12K | Added$3.77M |
| BRADY FAMILY WEALTH, LLC | 83.5K | $4.24M | −$22.1K | Cut−$62.5K |
| Rockefeller Capital Management L.P. | 81.3K | $4.14M | −$19.9K | Added$284.3K |
| Sigma Planning Corp | 80.1K | $4.07M | −$19.1K | Added$389.3K |
| CARY STREET PARTNERS FINANCIAL LLC | 78.9K | $4.01M | −$20.9K | Cut−$34.9K |
| AlphaCore Capital LLC | 77.8K | $3.95M | −$20.5K | Added$4.75K |
| Wescott Financial Advisory Group, LLC | 73.1K | $3.72M | −$16.1K | Added$612.5K |
| CITIGROUP INC | 72.9K | $3.71M | −$17.9K | Added$254.8K |
| One Capital Management, LLC | 72K | $3.66M | −$19.1K | Cut−$117.3K |
| First Citizens Financial Corp | 71.8K | $3.65M | −$10.4K | Added$1.65M |
| LVW Advisors, LLC | 71.1K | $3.62M | −$17.7K | Added$208.3K |
| KKM Financial LLC | 70.6K | $3.61M | $0 | Held |
| IRON Financial LLC | 69.6K | $3.54M | −$12.5K | Added$1.12M |
| Sage Capital Advisors,llc | 66.2K | $3.37M | −$17.5K | Cut−$282.9K |
| Focus Financial Network, Inc. | 64.9K | $3.3M | −$12.6K | Added$860.7K |
| Realta Investment Advisors | 64.8K | $3.29M | −$16.6K | Added$83.5K |
| RPg Family Wealth Advisory, LLC | 64.1K | $3.26M | −$15.4K | Added$297.7K |
| Patten Group, Inc. | 63.9K | $3.25M | −$16.7K | Added$27K |
| Secure Asset Management, LLC | 63.9K | $3.25M | −$14.4K | Added$463.9K |
| Sovereign Financial Group, Inc. | 62.7K | $3.19M | −$15.7K | Added$157.7K |
| BROOKS, MOORE & ASSOCIATES, INC. | 58.2K | $2.96M | −$11.6K | Added$712.8K |
| Prospera Financial Services Inc | 57.2K | $2.91M | −$14.8K | Added$52.2K |
| Hardworking Capital Advisors, LLC | 53.7K | $2.73M | −$14.2K | Cut−$3.15K |
| Beacon Pointe Advisors, LLC | 51.7K | $2.63M | −$11.5K | Added$414.3K |
| GeoWealth Management, LLC | 51K | $2.59M | −$13.5K | Cut−$36.9K |
| JONES FINANCIAL COMPANIES LLLP | 50.6K | $2.56M | −$8.23K | Added$1.58M |
| Ameliora Wealth Management Ltd. | 50.2K | $2.55M | −$13.1K | Cut−$13.1K |
| J.W. COLE ADVISORS, INC. | 49K | $2.49M | $27.4K | Added$123K |
| GENTRY PRIVATE WEALTH, LLC | 48.2K | $2.45M | −$12.5K | Added$48.5K |
| Brookstone Capital Management | 47.8K | $2.43M | −$12.6K | Cut−$75.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 47.5K | $2.41M | −$12.6K | Cut−$28.7K |
| Smartleaf Asset Management LLC | 46.4K | $2.36M | −$17.6K | Cut−$375.1K |
| Castle Rock Wealth Management, LLC | 44.4K | $2.25M | −$15K | Cut−$2.04K |
| Belpointe Asset Management LLC | 43.5K | $2.21M | −$11.2K | Added$45.4K |
| EverSource Wealth Advisors, LLC | 43.2K | $2.2M | −$10.1K | Added$255.8K |
| Independent Advisor Alliance | 43K | $2.19M | — | New |
| Kovack Advisors, Inc. | 43.7K | $2.19M | −$47.1K | Cut−$1.19M |
| PLANNING DIRECTIONS INC | 41.8K | $2.12M | −$8.55K | Added$474.3K |
| Unified Investment Management | 41.4K | $2.1M | −$10.9K | Cut−$9.34K |
| Klingman & Associates, LLC | 40.4K | $2.05M | −$10.7K | Cut−$10.7K |
| Integrated Advisors Network LLC | 39.5K | $2.01M | −$10.5K | Cut−$100.5K |
| SPINNAKER TRUST | 39.4K | $2M | −$8.19K | Added$427K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 39K | $1.98M | −$10.3K | Cut−$362.3K |
| WHITE PINE CAPITAL LLC | 37.4K | $1.9M | −$9.92K | Cut−$169.4K |
| Professional Financial Advisors, LLC | 37.3K | $1.9M | −$2.5K | Added$1.42M |
| RED CRANE WEALTH MANAGEMENT, LLC | 37.3K | $1.89M | −$9.89K | Cut−$420.6K |
| Perigon Wealth Management, LLC | 35.6K | $1.81M | −$9.44K | Cut−$192K |
| Arkadios Wealth Advisors | 35.6K | $1.81M | −$2.4K | Added$1.35M |
| Pflug Koory, LLC | 35.5K | $1.8M | −$8.53K | Added$160.2K |
| Finhabits Advisors LLC | 35.4K | $1.8M | −$8.87K | Added$88.1K |
| JPMORGAN CHASE & CO | 35.5K | $1.8M | −$1.1K | Added$1.65M |
| MEMBERS WEALTH LLC | 34.4K | $1.75M | −$7.95K | Added$390.2K |
| SHUFRO ROSE & CO LLC | 33.1K | $1.68M | −$8.64K | Added$14.6K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 32.9K | $1.67M | −$8.36K | Added$59.5K |
| Vestmark Advisory Solutions, Inc. | 32.5K | $1.65M | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 32.5K | $1.65M | — | New |
| World Investment Advisors | 31.3K | $1.59M | −$6.79K | Added$279.6K |
| FreeGulliver LLC | 31.2K | $1.59M | — | New |
| GUIDANCE CAPITAL, INC | 31K | $1.57M | −$14.3K | Cut−$25.5K |
| Daybright Advisory Services, Inc. | 30.9K | $1.57M | −$8.15K | Cut−$95.2K |
| Core Wealth Advisors, Inc. | 30.3K | $1.54M | −$4.58K | Added$656.4K |
| PNC Financial Services Group, Inc. | 29.9K | $1.52M | −$7.9K | Cut−$153.1K |
| WealthPlan Investment Management, LLC | 29.9K | $1.52M | −$7.75K | Added$25.9K |
| Vise Technologies, Inc. | 29.4K | $1.5M | $0 | Held |
| MAI Capital Management | 29.5K | $1.5M | −$7.82K | Cut−$139.8K |
| Pathstone Holdings, LLC | 28.7K | $1.46M | −$7.61K | Cut−$647.8K |
| Snowden Capital Advisors LLC | 27.6K | $1.4M | −$7.3K | Cut−$227.7K |
| Westside Investment Management, Inc. | 27.6K | $1.4M | −$5.78K | Added$301.8K |
| Joel Adams & Associates, Inc. | 27.4K | $1.39M | −$6.95K | Added$54.5K |
| Stratos Investment Management, LLC | 26.6K | $1.35M | −$6.47K | Added$105.5K |
| Steward Partners Investment Advisory, LLC | 26.6K | $1.35M | −$7.04K | Cut−$143.4K |
| NATIONAL BANK OF CANADA /FI/ | 26.4K | $1.34M | −$6.68K | Added$206.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 25.2K | $1.28M | −$6.68K | Cut−$6.68K |
| Pinnacle Financial Partners, Inc. | 24.4K | $1.24M | −$5.17K | Added$227K |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 24.4K | $1.24M | −$6.47K | Cut−$6.47K |
| Michels Family Financial, LLC | 23.3K | $1.18M | −$6.14K | Cut−$8.95K |
| Atwater Malick LLC | 23.2K | $1.18M | — | New |
| Merit Financial Group, LLC | 22.9K | $1.16M | −$2.92K | Added$599.9K |
| LANDAAS & CO /WI /ADV | 22.4K | $1.14M | −$2.82K | Added$592.3K |
| Infinity Wealth Counsel, LLC | 22.3K | $1.13M | −$5.92K | Cut−$43.2K |
| Aletheian Wealth Advisors LLC | 22.3K | $1.13M | — | Held |
| Visionary Horizons, LLC | 22K | $1.12M | −$3.33K | Added$480.4K |
| PLANNING ALTERNATIVES LTD /ADV | 22K | $1.12M | −$5.83K | Cut−$5.83K |
| Luken Investment Analytics, LLC | 21.7K | $1.1M | −$1.91K | Added$733.6K |
| Centurion Wealth Management LLC | 20.7K | $1.05M | −$5.39K | Added$11.9K |
| KMG FIDUCIARY PARTNERS, LLC | 20.6K | $1.05M | −$4.68K | Added$146.9K |
| Mutual Advisors, LLC | 20.6K | $1.05M | −$5.47K | Cut−$71.7K |
| HARBOUR INVESTMENTS, INC. | 19.9K | $1.01M | −$2.05K | Added$620.1K |
| Apex Wealth Management, LLC | 19.3K | $982.7K | −$5.23K | Cut−$219.8K |
| Live Oak Private Wealth LLC | 19.3K | $978.8K | −$5.1K | Cut−$66.1K |
| CIBC WORLD MARKET INC. | 19.2K | $977.9K | −$5K | Cut−$53.1K |
| Objective Capital Management, LLC | 19.2K | $975.4K | −$3.97K | Added$206.1K |
| Icahn Capital | 19K | $965K | −$5.03K | Cut−$5.03K |
| Lynch Investment Planning, LLC | 18.8K | $955.2K | −$4.77K | Added$35.8K |
| Clark Capital Management Group, Inc. | 18.3K | $932.2K | −$4.86K | Cut−$9.33M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17.9K | $906.8K | −$5.65K | Added$2.43K |
| LANE BROTHERS & CO INC | 17.7K | $898.5K | −$4.63K | Added$8.59K |
| NAPLES GLOBAL ADVISORS, LLC | 17.3K | $880.8K | −$4.59K | Cut−$4.59K |
| American Institute for Advanced Investment Management, LLP | 17.2K | $873.1K | −$4.51K | Added$3.11K |
| Atria Investments, Inc | 17.1K | $867.7K | −$4.51K | Cut−$41.4K |
| NOVEM GROUP | 16.8K | $854.4K | −$4.23K | Added$40.8K |
| LVZ, Inc. | 16.6K | $844.2K | −$4.42K | Cut−$3.6K |
| Forbes Financial Planning, Inc. | 16.4K | $832.7K | −$4.34K | Cut−$139.9K |
| Investment Advisory Group, LLC | 16.3K | $826.2K | −$4.31K | Cut−$96.3K |
| Stonebridge Financial Group, LLC | 16.1K | $820.2K | −$3.23K | Added$200.2K |
| JGP Wealth Management, LLC | 16K | $813.2K | −$2.79K | Added$278.5K |
| Klaas Financial Asset Advisors, LLC | 15.8K | $802.1K | −$4.18K | Cut−$9.07M |
| FIFTH THIRD BANCORP | 15.5K | $788.8K | — | New |
| Clearstead Advisors, LLC | 15.3K | $778.9K | −$1.31K | Added$527.1K |
| MGO ONE SEVEN LLC | 15.2K | $774.7K | −$1.82K | Added$423.1K |
| Eagle Bluffs Wealth Management LLC | 14.9K | $755.7K | −$3.94K | Cut−$26.2K |
| Owl Creek Wealth Partners LLC | 14.9K | $754.9K | — | Held |
| Carrera Capital Advisors | 14.6K | $742.5K | −$2.85K | Added$192.9K |
| Fortis Advisors, LLC | 14.6K | $741.6K | −$3.85K | Added$1.19K |
| FORTERIS WEALTH MANAGEMENT INC. | 14.4K | $733.4K | −$3.39K | Added$79.6K |
| FIRST AMERICAN TRUST, FSB | 14.3K | $729K | −$3.81K | Cut−$78.1K |
| Guardian Wealth Advisors, LLC | 14.2K | $722.8K | −$3.77K | Cut−$384.4K |
| Integrated Wealth Concepts LLC | 14.2K | $722K | — | New |
| Clark Asset Management, LLC | 14.1K | $718.6K | — | New |
| Darrow Company, Inc. | 14K | $709.9K | −$3.78K | Cut−$3.48K |
| Journey Advisory Group, LLC | 14K | $709.7K | −$2.52K | Added$223K |
| KEYVANTAGE WEALTH, LLC | 13.9K | $705.4K | −$3.68K | Cut−$158.7K |
| Crews Bank & Trust | 13.8K | $701.3K | −$3.66K | Cut−$8K |
| Perennial Investment Advisors, LLC | 13.8K | $700.1K | −$3.39K | Added$64K |
| ELEVATE WEALTH ADVISORY, INC | 13.5K | $687.3K | −$1.23K | Added$449.7K |
| Keystone Financial Group | 13.5K | $687.1K | −$3.58K | Cut−$7.82K |
| Beacon Capital Management, Inc. | 13.2K | $671.3K | −$3.49K | Cut−$706.8K |
| CVA Family Office, LLC | 13K | $659.4K | −$2.2K | Added$234.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12.6K | $640.5K | −$4.53K | Added$118.4K |
| BEACON FINANCIAL GROUP | 12.3K | $626.3K | −$3.26K | Cut−$103K |
| Rosenberg Matthew Hamilton | 12.1K | $617.6K | −$3.22K | Cut−$26.5K |
| TCI Wealth Advisors, Inc. | 12.1K | $614.4K | −$3.18K | Added$984 |
| Syverson Strege & Co | 12.1K | $614K | −$3.19K | Cut−$3.14K |
| Hudock, Inc. | 11.4K | $578.1K | −$2.7K | Added$52.9K |
| Farther Finance Advisors, LLC | 11.3K | $573.6K | −$4.98K | Cut−$2.96K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 11.2K | $568.4K | −$2.27K | Added$131K |
| Fifth Third Securities, Inc. | 11.2K | $567.7K | −$2.96K | Cut−$62.3K |
| TWO SIGMA SECURITIES, LLC | 10.9K | $556.5K | — | New |
| UPTICK PARTNERS, LLC | 10.9K | $553.5K | — | New |
| IFP Advisors, Inc | 10.7K | $545.9K | −$2.3K | Added$102.2K |
| XY Planning Network, Inc. | 10.8K | $545.5K | −$3.1K | Added$185.4K |
| Steele Capital Management, Inc. | 10.7K | $543.9K | — | New |
| Creative Planning | 10.4K | $530.8K | −$2.74K | Added$2.44K |
| 4J Wealth Management LLC | 10.4K | $529.7K | −$2.68K | Added$13.4K |
| Fiduciary Group, LLC | 10.4K | $527.2K | −$2.75K | Cut−$67.8K |
| Bison Wealth, LLC | 10.3K | $524.2K | $405 | Added$4.16K |
| Detalus Advisors, LLC | 10K | $508.4K | — | New |
| Boulder Wealth Advisors, LLC | 9.77K | $496.9K | −$2.59K | Cut−$32.6K |
| BURKE & HERBERT BANK & TRUST CO | 9.59K | $487.4K | −$1.68K | Added$162.8K |
| Cross Staff Investments Inc | 9.48K | $482.2K | −$2.51K | Cut−$2.51K |
| Cerity Partners LLC | 9.46K | $481.2K | −$2.4K | Cut−$61K |
| RWA WEALTH PARTNERS, LLC | 9.46K | $480.8K | −$2.48K | Added$770 |
| PRIVATE CLIENT SERVICES, LLC | 9.44K | $480.1K | −$2.48K | Cut−$6.67K |
| Wealthcare Advisory Partners LLC | 9.24K | $469.9K | −$1.81K | Added$124.9K |
| Stonebridge Financial Planning Group, LLC | 9.13K | $464.3K | −$2.42K | Cut−$65.5K |
| Valley Financial Group, Inc. | 9.06K | $460.8K | −$2.4K | Cut−$2.4K |
| Chicago Partners Investment Group LLC | 9.02K | $459K | −$2.49K | Cut−$57.9K |
| Sowell Financial Services LLC | 9.01K | $458.2K | −$2.33K | Added$464 |
| WBI INVESTMENTS, LLC | 8.96K | $455.5K | −$2.36K | Added$5.31K |
| Ancora Advisors LLC | 8.86K | $450.5K | −$2.35K | Cut−$48.6K |
| Beirne Wealth Consulting Services, LLC | 8.82K | $448.3K | −$2.1K | Added$47.5K |
| Oxinas Partners, LLC | 8.39K | $426.6K | −$2.17K | Added$10.3K |
| Integrity Advisory Solutions, LLC | 8.26K | $420.1K | −$2.08K | Added$18.1K |
| Somerset Group LLC | 8.17K | $416.4K | −$1.61K | Cut−$537 |
| Golden State Equity Partners | 8.19K | $416.2K | — | New |
| COURIER CAPITAL LLC | 8.18K | $415.9K | −$2.07K | Added$16K |
| Embree Financial Group | 8.09K | $411.3K | −$2.13K | Cut−$237.3K |
Who left
- NewEdge Advisors, LLC$24M
- GOLDMAN SACHS GROUP INC$4.05M
- Stenger Family Office, LLC$2.66M
- GC Wealth Management RIA, LLC$2.54M
- RFG Advisory, LLC$1.95M
- Prime Capital Investment Advisors, LLC$1.52M
- Financial Futures Ltd Liability Co.$1.33M
- HERBST GROUP, LLC$1.02M
- WIN ADVISORS, INC$902.1K
- RMR Wealth Builders$794.6K
- HANCOCK WHITNEY CORP$747.5K
- Capital Advisory Group Advisory Services, LLC$637.5K
- Yukon Wealth Management, Inc.$530K
- IFG Advisory, LLC$526K
- Allspring Global Investments Holdings, LLC$505.9K
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.