Stock
Reported value
$130.5M
Holders
41
+6 new · −8 exited
Holders’ est. mark
−$3.5M
Price effect on 34 books still in the name
Largest holder
$34.6M
Independent Advisor Alliance
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Independent Advisor Alliance | 631.2K | $34.6M | — | New |
| LPL Financial LLC | 483.1K | $26.5M | −$893K | Added$3.51M |
| Legacy Financial Advisors, Inc. | 209.7K | $11.5M | −$464.9K | Cut−$1.63M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 156.3K | $8.58M | −$389.5K | Added$238.2K |
| DAVENPORT & Co LLC | 150.4K | $8.25M | −$292.7K | Added$715.3K |
| Dakota Wealth Management | 119.9K | $6.58M | −$263K | Cut−$192.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 102.3K | $5.61M | −$217.2K | Added$22.2K |
| Three Magnolias Financial Advisors, LLC | 93.9K | $5.15M | −$200.6K | Cut−$12.5K |
| Steward Partners Investment Advisory, LLC | 74.3K | $4.08M | −$164.8K | Cut−$551.5K |
| ROYAL BANK OF CANADA | 67.7K | $3.71M | −$114.9K | Added$769K |
| OSAIC HOLDINGS, INC. | 44.9K | $2.46M | −$95.2K | Added$15.4K |
| U.S. Capital Wealth Advisors, LLC | 40K | $2.2M | −$88.7K | Cut−$398.7K |
| Apollon Wealth Management, LLC | 36.5K | $2M | −$81K | Cut−$150K |
| PlanVest Financial, Inc | 23.4K | $1.28M | — | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | 18.2K | $999.2K | −$40.4K | Cut−$137.2K |
| Equitable Holdings, Inc. | 16K | $911K | −$0 | Added$305.6K |
| COFG Advisors, LLC | 12.9K | $707.8K | −$24.8K | Added$69.5K |
| OLD MISSION CAPITAL LLC | 12.2K | $668.5K | −$27K | Cut−$157.8K |
| HighTower Advisors, LLC | 11.1K | $610.9K | −$24.7K | Cut−$98.1K |
| Waterloo Capital, L.P. | 9.69K | $531.5K | −$21.5K | Cut−$21.5K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 9.55K | $524.1K | — | New |
| Envision Financial LLC | 8.89K | $487.6K | −$19.7K | Cut−$74.8K |
| GENTRY PRIVATE WEALTH, LLC | 5.46K | $299.7K | −$12.1K | Cut−$12.1K |
| GoalVest Advisory LLC | 5.46K | $299.7K | −$12.1K | Cut−$12.1K |
| TRUIST FINANCIAL CORP | 5.12K | $280.6K | −$11.3K | Cut−$210.1K |
| Private Advisor Group, LLC | 5.08K | $278.8K | −$10.2K | Added$17.3K |
| CAPTRUST FINANCIAL ADVISORS | 4.9K | $268.8K | −$10.9K | Cut−$36.5K |
| Kestra Advisory Services, LLC | 4.82K | $264.2K | −$6.47K | Added$97.6K |
| AGH Wealth Advisors, LLC | 4.35K | $238.5K | −$8.44K | Added$21.2K |
| Gateway Wealth Partners, LLC | 4.09K | $224.6K | — | New |
| AMERIPRISE FINANCIAL INC | 4.06K | $222.6K | −$9K | Cut−$269.6K |
| MORGAN STANLEY | 733 | $40.2K | — | New |
| CWM, LLC | 709 | $38.9K | $2.68K | Added$38.9K |
| PRIVATE TRUST CO NA | 590 | $32.4K | −$1.31K | Cut−$175.6K |
| Farther Finance Advisors, LLC | 359 | $19.7K | −$809 | Cut−$3.43K |
| Ritter Daniher Financial Advisory LLC / DE | 87 | $4.79K | −$171 | Cut−$116 |
| Janney Montgomery Scott LLC | 82.2K | $4.51K | −$183 | Cut−$1.08K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 61 | $3.49K | — | New |
| Holos Integrated Wealth LLC | 26 | $1.43K | — | New |
| WEDBUSH SECURITIES INC | 6.55K | $359 | −$15 | Cut−$15 |
| DHJJ Financial Advisors, Ltd. | 6 | $330 | −$13 | Cut−$13 |
Who left
- Horizon Wealth Management, LLC$49.2M
- Citadel$312K
- NewEdge Advisors, LLC$294.2K
- Claro Advisors Inc.$215K
- Wilmington Savings Fund Society, FSB$165.5K
- Quattro Advisors LLC$91.9K
- UBS Group AG$20.1K
- MAI Capital Management$5.37K
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.