Stock
Reported value
$10B
Holders
440
+57 new · −26 exited
Holders’ est. mark
−$36.6M
Price effect on 235 books still in the name
Largest holder
$1.96B
JPMORGAN CHASE & CO
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $220.6M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 39.4M | $1.96B | $2.76M | Added$2.92M |
| PRUDENTIAL FINANCIAL INC | 22.4M | $1.11B | −$2.02M | Cut−$2.02M |
| MORGAN STANLEY | 17.4M | $861.1M | −$1.49M | Added$40.3M |
| LPL Financial LLC | 12.7M | $629.6M | −$1M | Added$76.7M |
| BANK OF AMERICA CORP /DE/ | 11.5M | $568.3M | −$1.03M | Cut−$4.17M |
| WELLS FARGO & COMPANY/MN | 7.84M | $388.2M | −$699.7K | Added$2.66M |
| RAYMOND JAMES FINANCIAL INC | 5.11M | $252.8M | −$427.7K | Added$17.2M |
| PNC Financial Services Group, Inc. | 4.94M | $244.5M | −$361.9K | Added$45.1M |
| Cetera Investment Advisers | 4.74M | $234.6M | −$272.1K | Added$84.6M |
| Fidelity | 4.46M | $220.6M | −$401K | Cut−$6.15M |
| UBS Group AG | 4.38M | $216.6M | −$342.2K | Added$28M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.87M | $191.7M | −$340.5K | Added$4.04M |
| JONES FINANCIAL COMPANIES LLLP | 3.24M | $160.8M | $186.2K | Added$26M |
| Kensington Asset Management, LLC | 3.23M | $159.7M | −$127.1K | Added$81M |
| ROYAL BANK OF CANADA | 2.44M | $120.8M | −$214.1K | Added$2.73M |
| AMERIPRISE FINANCIAL INC | 2.39M | $118.3M | −$178.4K | Added$43.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.31M | $114.3M | −$207.9K | Cut−$2.3M |
| STIFEL FINANCIAL CORP | 1.81M | $89.6M | −$162.1K | Cut−$13.5M |
| OSAIC HOLDINGS, INC. | 1.62M | $80.1M | −$126.2K | Added$10.8M |
| Crane Advisory, LLC | 1.54M | $76.3M | −$61.3K | Added$182.8K |
| MAI Capital Management | 1.45M | $72M | −$130.9K | Cut−$2.08M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.12M | $55.7M | −$100.4K | Added$339.3K |
| ENVESTNET ASSET MANAGEMENT INC | 1.01M | $50M | −$76.5K | Added$7.81M |
| Private Advisor Group, LLC | 940.6K | $46.6M | −$58.6K | Added$14.1M |
| Lakeshore Financial Planning, Inc. | 768.9K | $38.1M | −$68K | Added$506.4K |
| MML INVESTORS SERVICES, LLC | 740.9K | $36.7M | −$66.3K | Added$184.1K |
| Vickerman Investment Advisors, Inc. | 686.1K | $34M | −$61.8K | Cut−$5.62M |
| Pine Harbor Wealth Management, LLC | 685.5K | $33.9M | −$56.1K | Added$3.02M |
| Blue Water Asset Management | 684.7K | $33.9M | −$61.6K | Cut−$7.04M |
| LeClair Wealth Partners LLC | 684.7K | $33.9M | — | New |
| Crewe Advisors LLC | 675.3K | $33.4M | −$60.8K | Cut−$4.3M |
| AMJ Financial Wealth Management | 662.2K | $32.8M | −$46.3K | Added$7.29M |
| Main Street Group, LTD | 659.3K | $32.6M | −$59.4K | Cut−$1.13M |
| Valeo Financial Advisors, LLC | 616.9K | $30.5M | −$47.8K | Added$4.19M |
| Peak Planning Group, LLC | 589.2K | $29.2M | −$42.2K | Added$5.89M |
| Navigation Group, LLC | 585.2K | $29M | — | Held |
| EP Wealth Advisors, LLC | 531.7K | $26.3M | −$47.9K | Cut−$156K |
| IHT Wealth Management, LLC | 530.4K | $26.3M | −$25.8K | Added$12M |
| MBM WEALTH CONSULTANTS, LLC | 503.9K | $24.9M | −$43K | Added$1.23M |
| Embree Financial Group | 494.3K | $24.5M | −$39.8K | Added$2.54M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 490.1K | $24.3M | −$26.8K | Added$9.48M |
| Equitable Holdings, Inc. | 478.5K | $23.7M | −$10K | Added$10.8M |
| Disciplina Capital Management LLC | 450K | $22.3M | −$38.3K | Added$6.3M |
| IRONWOOD WEALTH MANAGEMENT, INC. | 420.4K | $20.8M | −$33.5K | Added$40.9K |
| &PARTNERS | 412K | $20.7M | $181.5K | Added$3.61M |
| IAG Wealth Partners, LLC | 416K | $20.6M | −$37.4K | Cut−$1.55M |
| Ameritas Advisory Services, LLC | 413.1K | $20.4M | −$34.3K | Added$1.56M |
| MILESTONE ASSET MANAGEMENT, LLC | 412.9K | $20.4M | −$37.1K | Cut−$1.63M |
| Symphony Financial, Ltd. Co. | 412K | $20.4M | −$24.2K | Added$4.02M |
| Wealthcare Advisory Partners LLC | 396.7K | $19.6M | −$28.6K | Added$3.86M |
| FINANCIAL CONSULATE, INC | 395.8K | $19.6M | −$20.1K | Added$8.2M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 391.7K | $19.5M | −$19 | Added$8.69M |
| Geneos Wealth Management Inc. | 386.9K | $19.1M | −$34.8K | Cut−$2.71M |
| Arete Wealth Advisors, LLC | 377.8K | $18.7M | $16.7M | Added$18.7M |
| Kestra Advisory Services, LLC | 373.8K | $18.6M | $30.4K | Added$1.63M |
| Ashton Thomas Private Wealth, LLC | 366.3K | $18.1M | −$106.6K | Added$1.12M |
| Rockefeller Capital Management L.P. | 356.4K | $17.6M | −$30.3K | Added$956.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 336.4K | $16.7M | −$22.5K | Added$3.39M |
| Fairvoy Private Wealth, LLC | 325.3K | $16.1M | −$27.3K | Added$1.04M |
| BNP PARIBAS FINANCIAL MARKETS | 324.3K | $16.1M | −$7.96K | Added$11.7M |
| Stratos Wealth Partners, LTD. | 323.9K | $16M | −$27.9K | Added$624.9K |
| Bulwark Capital Corp | 321.9K | $15.9M | −$14.2K | Added$8.13M |
| Caliber Wealth Management, LLC / KS | 304.5K | $15.1M | −$21.1K | Added$3.46M |
| HighTower Advisors, LLC | 304K | $15M | −$24.2K | Added$1.78M |
| Kingsview Wealth Management, LLC | 298.9K | $14.8M | −$12.2K | Added$8.09M |
| DAVENPORT & Co LLC | 295.1K | $14.6M | −$15.4K | Added$6.13M |
| Sand Hill Global Advisors, LLC | 289.4K | $14.3M | −$26K | Cut−$494.2K |
| OPPENHEIMER & CO INC | 288.5K | $14.3M | −$22.7K | Added$1.77M |
| M Wealth Management, LLC | 282.2K | $14M | −$25.4K | Cut−$1.86M |
| Good Steward Wealth Advisors,LLC | 280.5K | $13.9M | −$24.5K | Added$396.6K |
| 1 NORTH WEALTH SERVICES LLC | 279.1K | $13.8M | −$23.4K | Added$921.4K |
| FIFTH THIRD BANCORP | 278.5K | $13.8M | −$1.05K | Added$13.2M |
| Hedeker Wealth, LLC | 278.2K | $13.8M | −$12.4K | Added$6.92M |
| Leelyn Smith, LLC | 271.5K | $13.4M | −$24.4K | Cut−$1.15M |
| Inscription Capital, LLC | 264.6K | $13.1M | −$22.1K | Added$935.4K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 255.8K | $12.7M | −$19.4K | Added$628.5K |
| NewEdge Wealth, LLC | 254.1K | $12.6M | −$22.9K | Cut−$1.04M |
| DAYMARK WEALTH PARTNERS, LLC | 251.8K | $12.5M | −$22.7K | Cut−$1.41M |
| J.W. COLE ADVISORS, INC. | 247.2K | $12.2M | −$5.92K | Added$1.21M |
| Fortis Capital Management LLC | 232.6K | $11.5M | — | New |
| Advisory Services Network, LLC | 230.6K | $11.4M | −$19K | Added$938.5K |
| BOS Asset Management, LLC | 223.3K | $11.1M | −$11.9K | Added$4.5M |
| Onyx Bridge Wealth Group LLC | 219.1K | $10.9M | −$4.26K | Added$8.27M |
| Clark Wealth Partners | 210.8K | $10.5M | $16K | Added$1.51M |
| Shore Point Advisors, LLC | 210.9K | $10.4M | −$5.74K | Added$7.28M |
| WESPAC Advisors, LLC | 206.2K | $10.2M | −$5.84K | Added$6.99M |
| Kovack Advisors, Inc. | 206.2K | $10.2M | −$28.3K | Added$889.3K |
| Stonebridge Financial Group, LLC | 205.4K | $10.2M | −$17.5K | Added$551.1K |
| Horizon Wealth Management, LLC | 201.4K | $9.97M | −$17.6K | Added$252.1K |
| Live Oak Investment Partners | 197.2K | $9.76M | −$17.7K | Cut−$1.67M |
| HARBOUR INVESTMENTS, INC. | 196.1K | $9.71M | −$17.6K | Cut−$85.7K |
| BENJAMIN EDWARDS INC | 195K | $9.65M | −$17.5K | Cut−$249.1K |
| SHEETS SMITH WEALTH MANAGEMENT | 195K | $9.65M | −$16.3K | Added$686.1K |
| Founders Financial Alliance, LLC | 194K | $9.6M | −$16.6K | Added$422.4K |
| Vertex Planning Partners, LLC | 191.2K | $9.46M | −$16.2K | Added$502.5K |
| Baird Financial Group, Inc. | 191.1K | $9.46M | −$14.1K | Added$1.7M |
| IFP Advisors, Inc | 188K | $9.31M | −$14.7K | Added$1.22M |
| CORRECT CAPITAL WEALTH MANAGEMENT | 187.9K | $9.3M | −$16.9K | Cut−$1.52M |
| TD Capital Management LLC | 186.5K | $9.23M | −$14.9K | Added$1.03M |
| Goldstein Advisors, LLC | 184.3K | $9.12M | −$11.6K | Added$2.75M |
| Curran Financial Partners, LLC | 180.1K | $8.92M | −$16.2K | Cut−$2.1M |
| Farther Finance Advisors, LLC | 179.3K | $8.88M | −$12.5K | Cut−$369.2K |
| CWM, LLC | 177.8K | $8.8M | $8.79M | Added$8.79M |
| TABR Capital Management, LLC | 175.4K | $8.68M | −$10.8K | Added$2.74M |
| Seed Wealth Management, Inc. | 170K | $8.41M | −$9.01K | Added$3.45M |
| Independent Advisor Alliance | 166.7K | $8.25M | −$712 | Added$7.86M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 163.4K | $8.09M | −$14.7K | Cut−$1.66M |
| TRUIST FINANCIAL CORP | 163.3K | $8.08M | −$14.7K | Cut−$752.9K |
| Client First Investment Management LLC | 161.9K | $8.01M | — | New |
| Gateway Wealth Partners, LLC | 161.1K | $7.97M | −$5.05K | Added$5.19M |
| LITTLE HOUSE CAPITAL LLC | 159.9K | $7.92M | −$11.3K | Added$1.73M |
| Clearwave Capital, LLC | 156K | $7.72M | −$12.5K | Added$870.4K |
| VISTA INVESTMENT PARTNERS LLC | 155.6K | $7.7M | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 151.4K | $7.49M | −$11.4K | Added$1.21M |
| Innovative Wealth Building LLC | 150K | $7.43M | −$13K | Added$266.7K |
| Perigon Wealth Management, LLC | 148.9K | $7.37M | −$8K | Added$2.96M |
| Cedar Mountain Advisors, LLC | 148.5K | $7.35M | −$13.1K | Added$111.2K |
| Commonwealth Retirement Investments LLC | 148.2K | $7.33M | −$7.97K | Added$2.94M |
| BlueStem Wealth Partners, LLC | 147.2K | $7.29M | −$12K | Added$684.9K |
| Sanctuary Advisors, LLC | 136.5K | $6.76M | −$12.3K | Cut−$865.6K |
| Leisure Capital Management | 136K | $6.73M | −$11.9K | Added$146.3K |
| U.S. Capital Wealth Advisors, LLC | 135.1K | $6.69M | −$8.69K | Added$1.9M |
| Raab & Moskowitz Asset Management LLC | 132.2K | $6.54M | −$9.22K | Added$1.47M |
| Ifrah Financial Services, Inc. | 132.1K | $6.54M | −$11.9K | Cut−$79.4K |
| Mariner, LLC | 127.3K | $6.3M | −$11.4K | Cut−$900.9K |
| SAM Advisors, LLC | 123.9K | $6.13M | −$5.88K | Added$2.89M |
| Catalyst Capital Advisors LLC | 119.2K | $5.9M | −$10.7K | Cut−$10.7K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 118.5K | $5.86M | −$10.7K | Cut−$10.7K |
| IRON Financial LLC | 117.7K | $5.83M | −$10.1K | Added$285.1K |
| Beaumont Asset Management, L.L.C. | 114.3K | $5.66M | −$888 | Added$5.17M |
| NewEdge Advisors, LLC | 1.22M | $5.66M | −$53.3M | Cut−$53.2M |
| Smallwood Wealth Investment Management, LLC | 111.1K | $5.5M | −$8.4K | Added$871.1K |
| Spire Wealth Management | 110.4K | $5.46M | −$7.89K | Added$1.13M |
| Destiny Wealth Partners, LLC | 110.2K | $5.46M | −$28.7K | Cut−$254.7K |
| Advisory Resource Group | 108.9K | $5.39M | −$9.8K | Cut−$2.12M |
| Navis Wealth Advisors, LLC | 108.5K | $5.37M | −$8.71K | Added$568.6K |
| Avestar Capital, LLC | 107.6K | $5.32M | −$21K | Cut−$1.69M |
| Lido Advisors, LLC | 107.1K | $5.3M | −$8.51K | Added$599K |
| INTEGRITY ALLIANCE, LLC. | 107K | $5.29M | −$9.58K | Cut−$6.94M |
| COLLECTIVE FAMILY OFFICE LLC | 105.1K | $5.2M | −$7.82K | Added$894.5K |
| Congress Park Capital LLC | 105.1K | $5.2M | −$8K | Added$790.2K |
| FOCUSED ALPHA, LLC | 105.1K | $5.2M | −$9.48K | Cut−$3.31M |
| Phoenix Wealth Advisors | 104.4K | $5.17M | −$9.39K | Cut−$21.5K |
| COFG Advisors, LLC | 103.5K | $5.12M | −$9.33K | Cut−$373K |
| VERUS CAPITAL PARTNERS, LLC | 102.8K | $5.09M | −$8.31K | Added$488K |
| SYON CAPITAL LLC | 97K | $4.8M | −$5.81K | Added$1.6M |
| Americana Partners, LLC | 95.5K | $4.73M | −$8.05K | Added$292.6K |
| REGIONS FINANCIAL CORP | 93.7K | $4.64M | −$8.4K | Added$10.4K |
| Bouvel Investment Partners, LLC | 87.7K | $4.34M | — | New |
| WPG Advisers, LLC | 87.6K | $4.33M | −$4.98K | Added$1.58M |
| GREAT VALLEY ADVISOR GROUP, INC. | 86K | $4.26M | −$4.93K | Added$1.6M |
| Gotham Asset Management, LLC | 85.9K | $4.25M | −$7.73K | Cut−$734K |
| Ignite Planners, LLC | 84.7K | $4.2M | −$13.7K | Cut−$93.4K |
| McAdam, LLC | 84.3K | $4.17M | −$5.66K | Added$1.05M |
| Sigma Planning Corp | 80.3K | $3.97M | $2.05K | Added$78.6K |
| Western Wealth Management, LLC | 78K | $3.86M | −$3.62K | Added$1.88M |
| Marshall Financial Group, LLC | 76.7K | $3.8M | −$5.42K | Added$817.1K |
| BYRNE FINANCIAL FREEDOM, LLC | 76.3K | $3.78M | −$6.79K | Cut−$1.42M |
| Mutual Advisors, LLC | 76K | $3.76M | −$6.69K | Added$83.5K |
| Thayer Partners, LLC / MA | 75.7K | $3.74M | −$6.76K | Added$22.9K |
| Fortitude Advisory Group L.L.C. | 74.9K | $3.71M | −$6.74K | Cut−$138.8K |
| Nilsine Partners, LLC | 73.1K | $3.63M | $8.79K | Cut−$539.1K |
| Acorn Wealth Advisors, LLC | 73K | $3.61M | −$6.55K | Cut−$252.3K |
| Fermata Advisors, LLC | 72.7K | $3.6M | −$6.45K | Added$43K |
| Owen LaRue, LLC | 70.6K | $3.49M | −$4.73K | Added$884.3K |
| KINTRA WEALTH, LLC | 70.1K | $3.47M | −$3.17K | Added$1.72M |
| Cravens & Co Advisors, LLC | 69.2K | $3.43M | −$13.2K | Cut−$329.4K |
| Valmark Advisers, Inc. | 69.2K | $3.43M | −$4.23K | Added$1.1M |
| Wealthfront Advisers LLC | 68.5K | $3.39M | −$6.17K | Cut−$1.93M |
| Steward Partners Investment Advisory, LLC | 67.4K | $3.33M | −$3.44K | Added$1.45M |
| Acumen Wealth Advisors, LLC | 64.9K | $3.22M | −$328 | Added$3.11M |
| KINGSWOOD WEALTH ADVISORS, LLC | 64.9K | $3.21M | −$5.81K | Cut−$373.1K |
| First Citizens Financial Corp | 64.1K | $3.18M | −$2.85K | Added$1.6M |
| Creative Planning | 62.3K | $3.08M | — | New |
| Soltis Investment Advisors LLC | 59.3K | $2.93M | −$5.34K | Cut−$524.6K |
| IFS Group,LLC | 59.2K | $2.93M | — | Held |
| Clearstead Advisors, LLC | 56.7K | $2.81M | −$3.99K | Added$610.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53.8K | $2.66M | −$1.32K | Added$1.94M |
| PCG Wealth Advisors, LLC | 53.5K | $2.65M | −$4.76K | Cut−$116.6K |
| Transamerica Financial Advisors, LLC | 53.1K | $2.63M | −$4.74K | Added$10.4K |
| GENESIS PRIVATE WEALTH, LLC | 51.7K | $2.56M | −$4.64K | Cut−$583 |
| BCS Private Wealth Management, Inc. | 50.7K | $2.52M | −$3.48K | Added$1.32M |
| Fiduciary Trust Co | 48.8K | $2.42M | −$4.39K | Cut−$44.1K |
| PACIFIC FINANCIAL GROUP INC | 47.7K | $2.37M | −$6.51K | Cut−$83.6K |
| Cypress Capital, LLC | 47.7K | $2.36M | −$4.29K | Cut−$119.1K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 45.8K | $2.28M | — | New |
| Norris Financial Group, LLC | 46K | $2.28M | −$2.79K | Added$737K |
| Alpha Zero LLC | 46K | $2.28M | — | New |
| Vestmark Advisory Solutions, Inc. | 45.8K | $2.27M | — | New |
| Integrated Wealth Concepts LLC | 45.2K | $2.24M | −$4.07K | Cut−$4.64M |
| SILVER OAK SECURITIES, INCORPORATED | 44.4K | $2.2M | −$3.55K | Cut−$80.3K |
| Interchange Capital Partners, LLC | 43.9K | $2.18M | $5.93K | Cut−$133K |
| Evergreen Wealth Partners LLC | 43.5K | $2.16M | −$3.89K | Cut−$1.25M |
| World Investment Advisors | 43.5K | $2.15M | −$495 | Added$1.87M |
| Ridgeline Wealth, LLC | 43.1K | $2.13M | −$3.88K | Cut−$37.5K |
| 4WEALTH ADVISORS, INC. | 41.2K | $2.04M | $2.75K | Added$95.6K |
| Howard Capital Management Inc. | 40.5K | $2M | −$2.74K | Added$488.2K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 40.2K | $1.99M | −$1.5K | Added$1.17M |
| Cerity Partners LLC | 39.2K | $1.94M | — | New |
| Summit Financial, LLC | 39.1K | $1.94M | −$5.37K | Cut−$548.6K |
| Richardson Capital Management LLC | 38.9K | $1.93M | — | New |
| D.A. DAVIDSON & CO. | 38.1K | $1.89M | −$3.42K | Cut−$90.5K |
| Prospera Financial Services Inc | 38.1K | $1.88M | −$3.36K | Cut−$77.2K |
| Sargent Investment Group, LLC | 37.5K | $1.86M | −$3.38K | Cut−$3.38K |
| OneDigital Investment Advisors LLC | 37K | $1.83M | −$1.62K | Added$950K |
| Ellenbecker Investment Group | 36.9K | $1.82M | −$2.46K | Added$464.3K |
| Smartleaf Asset Management LLC | 36.6K | $1.82M | $1.46K | Added$897.5K |
| Crusonia Wealth Advisors LLC | 36.3K | $1.8M | −$3.27K | Cut−$603.2K |
| 626 Financial, LLC | 35.6K | $1.76M | −$3.22K | Cut−$130.7K |
| PRIVATE TRUST CO NA | 35.2K | $1.74M | −$3.17K | Cut−$51.6K |
| Waverly Advisors, LLC | 34.8K | $1.72M | −$3.13K | Cut−$385.1K |
| Aviance Capital Partners, LLC | 34.7K | $1.72M | −$2.51K | Added$338.6K |
| First Heartland Consultants, Inc. | 34.6K | $1.71M | −$2.89K | Added$118.3K |
| WCG Wealth Advisors LLC | 34.6K | $1.71M | −$2.76K | Added$191.5K |
| Beckerman Institutional, LLC | 34.3K | $1.7M | −$3.09K | Cut−$18K |
| Cresset Asset Management, LLC | 34.1K | $1.69M | −$4.52K | Added$49.4K |
| TradeWell Securities, LLC. | 34K | $1.69M | $1.3K | Added$127.4K |
| Horizon Investments, LLC | 34K | $1.68M | −$4.23K | Added$873K |
| Impact Partnership Wealth, LLC | 33.3K | $1.65M | −$2.54K | Added$254K |
| FIRST UNITED BANK & TRUST | 32.9K | $1.63M | −$2.96K | Cut−$92.8K |
| Modern Wealth Management, LLC | 32.3K | $1.6M | −$2.21K | Added$36.9K |
| Tripletail Wealth Management, LLC | 31K | $1.54M | −$1.52K | Added$31K |
| Corient Private Wealth LLC | 31K | $1.54M | −$2.79K | Cut−$239.2K |
| REGATTA CAPITAL GROUP, LLC | 30.5K | $1.51M | −$2.73K | Cut−$7.05K |
| Gladstone Institutional Advisory LLC | 29.9K | $1.48M | −$2.71K | Cut−$635.6K |
| Concurrent Investment Advisors, LLC | 29.7K | $1.47M | −$1.37K | Added$709K |
| City Center Advisors, LLC | 29.3K | $1.45M | −$2.37K | Added$137.5K |
| Focus Partners Wealth | 17.5K | $1.41M | $543.2K | Cut−$866.1K |
| Blueprint Investment Partners LLC | 28.5K | $1.41M | −$2.08K | Added$273.6K |
| Blueprint Financial Advisors LLC | 28.5K | $1.41M | −$2.08K | Added$273.6K |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 27.3K | $1.35M | −$1.88K | Added$303.2K |
| SouthState Bank Corp | 27.3K | $1.35M | −$2.44K | Cut−$125.2K |
| NORDEN GROUP LLC | 27K | $1.34M | −$2.46K | Cut−$815.4K |
| Petros Family Wealth, LLC | 26.9K | $1.33M | −$2.3K | Added$65.6K |
| MPWM ADVISORY SOLUTIONS, LLC | 26.2K | $1.3M | −$2.22K | Added$80.6K |
| Camarda Financial Advisors, LLC | 25.8K | $1.28M | −$2.3K | Added$3.69K |
| Moors & Cabot, Inc. | 25.4K | $1.26M | −$668 | Added$888.5K |
| Macco Financial Group, Inc. | 25.1K | $1.24M | — | New |
| FOUNDERS FINANCIAL SECURITIES LLC | 24.6K | $1.22M | −$163 | Added$413.3K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 24.1K | $1.19M | −$1.98K | Added$101.6K |
| Everest Management Corp. | 22.7K | $1.12M | −$1.96K | Added$42K |
| Arkadios Wealth Advisors | 22.6K | $1.12M | −$1.47K | Added$309.4K |
| EverSource Wealth Advisors, LLC | 22.3K | $1.1M | −$1.03K | Added$527.6K |
| EXCALIBUR MANAGEMENT CORP | 22.2K | $1.1M | −$1.8K | Added$95K |
| INDEPENDENT FINANCIAL GROUP, LLC | 21.9K | $1.08M | −$1.97K | Cut−$217.2K |
| B. Riley Wealth Advisors, Inc. | 21.3K | $1.06M | $1.03K | Added$335.9K |
| Sovran Advisors, LLC | 21.2K | $1.05M | −$2.75K | Cut−$2.75K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21K | $1.04M | — | New |
| McIlrath & Eck, LLC | 21K | $1.04M | −$1.89K | Cut−$6.5K |
| Intelligence Driven Advisers, LLC | 20.4K | $1.01M | −$1.19K | Added$343.6K |
Who left
- IFG Advisory, LLC$8.72M
- Diversify Advisory Services, LLC$8.17M
- Tower Research Capital LLC (TRC)$4.44M
- Tradewinds, LLC.$1.73M
- Bank of New York Mellon Corp$1.38M
- Coppell Advisory Solutions LLC$722.7K
- INTREPID FAMILY OFFICE LLC$619.9K
- Wealth Advisors of Iowa, LLC$369.2K
- GWN SECURITIES INC.$339.5K
- Welch Group, LLC$299.7K
- Lineweaver Wealth Advisors, LLC$280.7K
- GSG Advisors LLC$250.4K
- AXXCESS WEALTH MANAGEMENT, LLC$226.7K
- WealthPLAN Partners, LLC$224.7K
- EHRLICH FINANCIAL GROUP$203.3K
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.