Stock
Reported value
$4.2B
Holders
659
+49 new · −41 exited
Holders’ est. mark
$77.7M
Price effect on 237 books still in the name
Largest holder
$307.6M
JPMORGAN CHASE & CO
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $2.64M
- Citadel0.0% · $2.49M
- Fidelity0.0% · $76.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 13.3M | $307.6M | −$2.64M | Added$13.4M |
| Rockbridge Investment Management, LCC | 9.69M | $225.1M | −$1.34M | Added$15.7M |
| Avantax Planning Partners, Inc. | 7.71M | $179M | −$1.12M | Added$5M |
| AMERIPRISE FINANCIAL INC | 6.47M | $150.2M | −$934.6K | Added$1.41M |
| Charles Schwab Trust Co | 6.41M | $149M | −$932.3K | Added$3.71M |
| Financial Engines Advisors L.L.C. | 5.41M | $125.7M | −$809.5K | Cut−$405.9K |
| CWM, LLC | 4.79M | $111.2M | $93.3M | Added$111.1M |
| HighTower Advisors, LLC | 4.49M | $104.3M | −$617.7K | Added$8.05M |
| Kohmann Bosshard Financial Services, LLC | 3.32M | $77.1M | −$559.3K | Added$8.2M |
| ENVESTNET ASSET MANAGEMENT INC | 3.29M | $76.5M | −$348.7K | Added$22.2M |
| GOLDMAN SACHS GROUP INC | 3.13M | $72.7M | −$469.7K | Cut−$14.9M |
| RATIONAL ADVISORS, INC. | 3.08M | $71.4M | — | New |
| MORGAN STANLEY | 2.27M | $52.8M | −$148.8K | Added$29.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.19M | $50.9M | −$394.7K | Cut−$41.6M |
| Mariner, LLC | 2.16M | $50.1M | −$320.4K | Added$140.9K |
| Pioneer Wealth Management Group | 2M | $46.4M | −$272.2K | Added$4.04M |
| McAdam, LLC | 1.99M | $46.2M | −$287.4K | Added$1.45M |
| JONES FINANCIAL COMPANIES LLLP | 1.9M | $43.7M | −$469K | Added$9.09M |
| Cerity Partners LLC | 1.79M | $41.6M | −$93.3K | Added$27M |
| Cetera Investment Advisers | 1.77M | $41.1M | −$247.9K | Added$2.43M |
| Vident Advisory, LLC | 1.64M | $38M | −$132.9K | Added$17.3M |
| DAYMARK WEALTH PARTNERS, LLC | 1.62M | $37.6M | −$216.3K | Added$3.86M |
| OneDigital Investment Advisors LLC | 1.6M | $37.2M | −$240.5K | Cut−$35.6M |
| Phil A. Younker & Associates, Ltd. | 1.57M | $36.5M | −$220.2K | Added$2.15M |
| Destination Wealth Management | 1.56M | $36.1M | −$233.3K | Cut−$9.36M |
| Blue Trust, Inc. | 1.52M | $35.2M | −$227.4K | Cut−$1.05M |
| FINANCIAL LIFE ADVISORS | 1.5M | $34.8M | −$221.7K | Added$308.2K |
| Horst & Graben Wealth Management LLC | 1.42M | $33.1M | −$144.2K | Added$596.7K |
| KilterHowling LLC | 1.34M | $31.2M | −$188.5K | Added$1.85M |
| ZynergyRetirementPlanningLLC | 1.33M | $30.8M | −$187.7K | Added$1.55M |
| TruNorth Capital Management, LLC | 1.29M | $30.1M | −$190.7K | Added$360K |
| BANK OF AMERICA CORP /DE/ | 1.25M | $29M | −$177.5K | Added$1.37M |
| Mokosak Advisory Group, LLC | 1.24M | $28.7M | −$172.7K | Added$1.77M |
| Modern Wealth Management, LLC | 1.22M | $28.3M | −$247.6K | Added$693.9K |
| NorthRock Partners, LLC | 1.21M | $28.1M | −$177.9K | Added$361.8K |
| Plum Street Advisors, LLC | 1.2M | $27.8M | −$169.7K | Added$1.4M |
| OSAIC HOLDINGS, INC. | 1.17M | $27.1M | −$161.8K | Added$1.93M |
| LPL Financial LLC | 1.09M | $25.4M | −$126.4K | Added$5.73M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.06M | $24.7M | −$130K | Added$4.47M |
| Vestmark Advisory Solutions, Inc. | 1.06M | $24.7M | −$130K | Added$4.43M |
| Towercrest Capital Management | 1.01M | $23.6M | −$152.2K | Cut−$247.3K |
| Alliance Wealth Management Group | 1.01M | $23.6M | −$152.2K | Cut−$247.3K |
| Tenret Co LLC | 984.6K | $22.9M | −$137K | Added$1.51M |
| TSA Wealth Managment LLC | 958K | $22.2M | −$140.8K | Added$305.9K |
| THEORY FINANCIAL LLC | 946.3K | $22M | −$227.1K | Cut−$4.75M |
| Creative Planning | 928.8K | $21.6M | −$139.3K | Cut−$707.4K |
| Asset Allocation Strategies LLC | 922K | $21.4M | −$132.4K | Added$775.3K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 905K | $21M | −$135.8K | Cut−$857.6K |
| Sanctuary Advisors, LLC | 870.9K | $20.2M | −$125.9K | Added$607.7K |
| One Wealth Advisors, LLC | 851.9K | $19.8M | −$119.6K | Added$1.15M |
| Savant Capital, LLC | 845.9K | $19.6M | −$68.7K | Added$8.94M |
| Bond & Devick Financial Network, Inc. | 843.7K | $19.6M | −$123.4K | Added$356.8K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 797.8K | $18.5M | −$117.2K | Added$270.4K |
| Revisor Wealth Management LLC | 797.2K | $18.5M | −$131.3K | Added$1.19M |
| MERCER GLOBAL ADVISORS INC /ADV | 760.7K | $17.7M | −$114.1K | Cut−$4.29M |
| BNP PARIBAS FINANCIAL MARKETS | 751.1K | $17.4M | — | New |
| Revolve Wealth Partners, LLC | 739.5K | $17.2M | −$110.9K | Cut−$1.28M |
| Mutual Advisors, LLC | 687.8K | $16M | −$103.2K | Cut−$173.6K |
| RAYMOND JAMES FINANCIAL INC | 671.9K | $15.6M | −$100.8K | Cut−$582.6K |
| Ascent Group, LLC | 670.1K | $15.6M | −$94.3K | Added$875.8K |
| Pacific Park Financial, Inc. | 665.7K | $15.5M | −$96K | Added$500.4K |
| James J. Burns & Company, LLC | 664.1K | $15.4M | −$99.6K | Cut−$271.7K |
| Cedar Mountain Advisors, LLC | 640.4K | $14.9M | −$94.1K | Added$203.2K |
| Arnold Financial Planning LLC | 638.8K | $14.8M | −$84.6K | Added$1.65M |
| UBS Group AG | 617.4K | $14.3M | −$92.6K | Cut−$1.43M |
| Columbus Macro, LLC | 615.2K | $14.3M | −$89.6K | Added$320.1K |
| CFS Investment Advisory Services, LLC | 599.7K | $14M | −$6K | Cut−$799.5K |
| CFG Wealth Management Services, Inc. | 572.5K | $13.7M | $335.8K | Added$668.5K |
| Cypress Wealth Services, LLC | 589K | $13.7M | −$82.4K | Added$831.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 585.1K | $13.6M | −$78.8K | Added$433.3K |
| Amicus Financial Advisors, LLC | 583.9K | $13.6M | −$86.2K | Added$135.8K |
| Christensen, King & Associates Investment Services, Inc. | 546.3K | $12.7M | −$79.6K | Added$288.1K |
| MYECFO, LLC | 526.7K | $12.2M | −$77.8K | Added$231.4K |
| EP Wealth Advisors, LLC | 525.9K | $12.2M | −$78.5K | Cut−$20.1K |
| SigFig Wealth Management, LLC | 467.8K | $10.9M | −$93.5K | Cut−$140.7K |
| Ballast Financial Advisors LLC | 466.7K | $10.8M | −$67.8K | Added$277.9K |
| Mayflower Financial Advisors, LLC | 465.5K | $10.8M | −$66.3K | Added$484.5K |
| Grove Street Fiduciary, LLC | 464.2K | $10.8M | −$69.6K | Cut−$121.9K |
| Beacon Pointe Advisors, LLC | 442.4K | $10.3M | −$56.1K | Added$1.53M |
| Tempus Wealth Planning, LLC | 440.4K | $10.2M | −$59.7K | Added$929.5K |
| Apriem Advisors | 436.3K | $10.1M | −$65.4K | Cut−$639.6K |
| RESTON WEALTH MANAGEMENT LLC | 422K | $9.8M | −$50.3K | Added$1.96M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 415.1K | $9.64M | −$60.7K | Added$174.8K |
| KICKSTAND VENTURES, LLC. | 409.6K | $9.51M | −$61.4K | Cut−$1.8M |
| Security Financial Services, INC. | 401.5K | $9.32M | −$58.4K | Added$225.5K |
| Affinity Capital Advisors, LLC | 400.8K | $9.31M | −$60.1K | Cut−$84.1K |
| Daviman Financial, LLC | 397.5K | $9.23M | −$58.5K | Added$117.1K |
| FFG RETIREMENT ADVISORS LLC | 395.7K | $9.19M | −$54.9K | Added$636.3K |
| Peak Financial Management, Inc. | 393.4K | $9.13M | −$53K | Added$875.8K |
| Ashton Thomas Private Wealth, LLC | 380.8K | $8.84M | −$55.5K | Added$204.8K |
| AE Wealth Management LLC | 379.5K | $8.81M | −$54.6K | Added$306.6K |
| Unify Financial Advisors | 373.2K | $8.67M | −$53.9K | Added$270.3K |
| IFP Advisors, Inc | 355.9K | $8.26M | −$53.4K | Cut−$2.34M |
| CLIENT 1ST ADVISORY GROUP, LLC | 351K | $8.15M | −$51.3K | Added$158.4K |
| Avior Wealth Management, LLC | 336.4K | $7.81M | −$48K | Added$334.4K |
| MAI Capital Management | 335.8K | $7.8M | −$47.2K | Added$448.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332.3K | $7.72M | −$47.3K | Added$352.9K |
| Summit Financial Strategies, Inc. | 328.7K | $7.63M | −$49.3K | Cut−$2.05M |
| Integrated Wealth Concepts LLC | 319.1K | $7.41M | −$35K | Added$1.96M |
| Midwest Financial Group LLC | 311.2K | $7.23M | −$45.4K | Added$161.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 310.2K | $7.2M | −$41.9K | Added$664.9K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 309K | $7.17M | −$46.4K | Cut−$1.25M |
| Larson Financial Group LLC | 306.8K | $7.12M | −$46K | Cut−$644.5K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 306.3K | $7.11M | −$45.9K | Cut−$327.5K |
| CHOREO, LLC | 304.9K | $7.08M | — | New |
| WealthShield Partners, LLC | 304.7K | $7.08M | −$42.8K | Added$417K |
| AlphaCore Capital LLC | 304.3K | $7.07M | −$45.6K | Cut−$2.19M |
| Hoxton Planning & Management, LLC | 291.8K | $6.78M | −$43.1K | Added$63.9K |
| Northeast Financial Group, Inc. | 290.1K | $6.74M | −$36.3K | Added$826.5K |
| Curtis Advisory Group, LLC | 289.5K | $6.72M | −$42.3K | Added$125.8K |
| Compass Financial Group, INC/SD | 287.9K | $6.69M | −$36.4K | Added$1.01M |
| Patriot Financial Group Insurance Agency, LLC | 285.7K | $6.64M | −$20.9K | Added$3.37M |
| Independent Solutions Wealth Management, LLC | 280K | $6.5M | −$42K | Cut−$53.8K |
| Fifth Third Securities, Inc. | 277.3K | $6.44M | −$38.2K | Added$485.4K |
| Fairway Financial, LLC | 269.7K | $6.26M | −$39.9K | Added$47.8K |
| Merit Financial Group, LLC | 268.9K | $6.24M | −$40.3K | Cut−$390.8K |
| Marotta Asset Management | 269.5K | $6.24M | −$56.6K | Cut−$178.5K |
| CIBC Bancorp USA Inc. | 264.9K | $6.15M | — | Held |
| Bogart Wealth, LLC | 258.6K | $6M | −$37.5K | Added$162.7K |
| CIBC WORLD MARKET INC. | 250K | $5.8M | — | New |
| Forthright Family Wealth Advisory LLC | 125.8K | $5.79M | $2.85M | Cut−$1.68M |
| MorganRosel Wealth Management, LLC | 242.2K | $5.62M | −$36.3K | Cut−$4.27M |
| Clay Northam Wealth Management, LLC | 235.7K | $5.47M | −$35.4K | Cut−$186.4K |
| Chatterton & Associates Inc. | 232.3K | $5.41M | −$17.1K | Added$1.41M |
| Waverly Advisors, LLC | 230.4K | $5.35M | −$34.6K | Cut−$76.4K |
| HC Advisors, LLC | 227.6K | $5.29M | −$29.4K | Added$713K |
| BlueSky Wealth Advisors, LLC | 226.8K | $5.27M | −$34K | Cut−$50.8M |
| Manske Wealth Management | 225.7K | $5.24M | −$32.2K | Added$222.2K |
| Stonekeep Investments, LLC | 223.5K | $5.19M | $4.93M | Added$5.18M |
| Focus Financial Network, Inc. | 220.9K | $5.13M | −$33.1K | Cut−$4.19M |
| Guardian Financial Partners, LLC | 217.1K | $5.04M | −$31.1K | Added$199K |
| Wakefield Asset Management LLLP | 215K | $4.99M | −$31K | Added$166.5K |
| Farther Finance Advisors, LLC | 213.9K | $4.95M | −$36.9K | Added$844.2K |
| Freestone Capital Holdings, LLC | 212.8K | $4.94M | −$31.9K | Cut−$186.8K |
| Brookstone Capital Management | 206.1K | $4.78M | −$29.8K | Added$137.1K |
| Heritage Family Offices, LLP | 205.6K | $4.78M | −$8.59K | Added$3.44M |
| XY Planning Network, Inc. | 205.9K | $4.77M | −$41.7K | Added$133.5K |
| Fischer Financial Services, Inc. | 204K | $4.74M | −$30K | Added$56.1K |
| Tradition Wealth Management, LLC | 203.1K | $4.72M | −$30.5K | Cut−$209.7K |
| Focus Partners Advisor Solutions, LLC | 198.7K | $4.61M | — | New |
| WealthPLAN Partners, LLC | 191.9K | $4.46M | −$28.1K | Added$83.2K |
| SNS Financial Group, LLC | 191.8K | $4.45M | −$28.8K | Cut−$2.68M |
| Bestgate Wealth Advisors, LLC | 191.3K | $4.44M | −$28.7K | Cut−$96.6K |
| BFSG, LLC | 190.4K | $4.42M | −$28.6K | Cut−$45.8K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 187.9K | $4.36M | −$28.2K | Cut−$234.7K |
| Curbstone Financial Management Corp | 187.5K | $4.35M | −$23.2K | Added$744.3K |
| Lifelong Wealth Advisors, Inc. | 185.3K | $4.3M | −$26.9K | Added$109K |
| Perigon Wealth Management, LLC | 184.4K | $4.28M | −$26.1K | Added$222.7K |
| Cassilly Financial Group LLC | 181.6K | $4.22M | −$26.1K | Added$148.3K |
| VSM Wealth Advisory, LLC | 178.4K | $4.14M | −$24.6K | Added$42K |
| Beacon Bridge Wealth Partners, LLC | 174.5K | $4.05M | −$26.1K | Cut−$15.1K |
| Curi Capital, LLC | 170.5K | $3.96M | −$25.6K | Cut−$152.1K |
| LOWERY THOMAS, LLC | 166.7K | $3.87M | −$22.9K | Added$304.8K |
| Valpey Financial Services, LLC | 165.3K | $3.84M | −$24K | Added$88.9K |
| Smart Money Group LLC | 163.8K | $3.8M | −$20.9K | Added$546.6K |
| OLD MISSION CAPITAL LLC | 160.4K | $3.72M | — | New |
| NYL Investors LLC | 157.6K | $3.66M | −$22.8K | Added$109K |
| CAHILL FINANCIAL ADVISORS INC | 157.3K | $3.65M | −$23.6K | Cut−$23.2K |
| Heirloom Wealth Management | 155K | $3.6M | — | New |
| Range Financial Group LLC | 153.9K | $3.57M | −$21.2K | Added$272.2K |
| Spectrum Planning & Advisory Services Inc. | 150.7K | $3.5M | −$22.6K | Cut−$182.3K |
| 5T Wealth, LLC | 149.2K | $3.46M | −$18.1K | Added$643.1K |
| HARBOUR INVESTMENTS, INC. | 149.1K | $3.46M | −$19.5K | Added$416.9K |
| TPG Advisors LLC | 148.5K | $3.45M | −$22.3K | Cut−$804.7K |
| Red Tortoise LLC | 148.4K | $3.45M | −$19.9K | Added$414.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 147.1K | $3.42M | −$22.1K | Cut−$133.6K |
| Victrix Investment Advisors | 147.1K | $3.41M | −$20.5K | Added$228.6K |
| COOPER/HAIMS ADVISORS, LLC | 144.5K | $3.36M | −$21.7K | Cut−$85.6K |
| Krilogy Financial LLC | 143K | $3.33M | −$28.6K | Cut−$295.1K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 141K | $3.27M | −$21.2K | Cut−$52.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 140.2K | $3.26M | −$21K | Cut−$544.5K |
| Keystone Wealth Services, LLC | 139.8K | $3.25M | −$20.8K | Added$6.06K |
| Grey Fox Wealth Advisors, LLC | 138.5K | $3.22M | −$20.8K | Cut−$32.4K |
| Friedenthal Financial | 138.5K | $3.22M | −$20.6K | Added$6.55K |
| Breakwater Investment Management | 138.2K | $3.21M | −$20.7K | Cut−$207.9K |
| Focus Partners Wealth | 136.5K | $3.17M | −$18.7K | Added$296.5K |
| MML INVESTORS SERVICES, LLC | 136.2K | $3.16M | −$16.9K | Added$523.4K |
| Brady Martz Wealth Solutions, LLC | 135.8K | $3.15M | −$20.4K | Cut−$561.8K |
| Chesapeake Wealth Management | 134.8K | $3.13M | −$20.2K | Cut−$77.7K |
| INTEGRITY ALLIANCE, LLC. | 134.7K | $3.13M | −$18.7K | Added$216.3K |
| C M BIDWELL & ASSOCIATES LTD | 133.9K | $3.11M | −$17.2K | Added$425.5K |
| OARSMAN CAPITAL, INC. | 133.5K | $3.1M | −$19.6K | Added$41K |
| Strategic Blueprint, LLC | 132.4K | $3.07M | −$15.2K | Added$708.6K |
| North Forty Two & Co. | 130.1K | $3.02M | −$19.5K | Cut−$24.2K |
| Zhang Financial LLC | 129K | $3M | −$19.1K | Added$16K |
| Kestra Advisory Services, LLC | 128K | $2.97M | −$11.2K | Added$1.22M |
| Twin Cities Retirement Group LLC | 126.9K | $2.95M | −$19K | Cut−$32.6K |
| CVA Family Office, LLC | 126.7K | $2.94M | −$17.4K | Added$224K |
| CURTIS WEALTH MANAGEMENT LLC | 125.1K | $2.9M | −$28.9K | Added$83.8K |
| Tactive Advisors, LLC | 123K | $2.86M | −$16.9K | Added$228.3K |
| Envestnet Portfolio Solutions, Inc. | 121.1K | $2.81M | −$15.2K | Added$447.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 119.1K | $2.77M | −$15.9K | Added$291.5K |
| CreativeOne Wealth, LLC | 118.9K | $2.76M | −$17.7K | Added$417 |
| WealthPoint Financial, LLC | 116.6K | $2.72M | $0 | Held |
| Boston Partners | 115.8K | $2.69M | −$15.6K | Added$257.2K |
| LVW Advisors, LLC | 115.1K | $2.67M | −$16.4K | Added$124.8K |
| Financial Designs Corp | 115K | $2.67M | −$17.2K | Cut−$20.5K |
| Omega Financial Group, LLC | 114.1K | $2.65M | −$16.1K | Added$134.5K |
| Renaissance Technologies | 113.6K | $2.64M | — | New |
| OneAscent Financial Services LLC | 112.3K | $2.61M | −$16.7K | Cut−$1.74K |
| M1 Capital Management LLC | 111.3K | $2.58M | −$15.4K | Added$180.8K |
| Apeiron RIA LLC | 110.3K | $2.56M | −$8.96K | Added$48.4K |
| Valmark Advisers, Inc. | 110.2K | $2.56M | −$16.5K | Cut−$287K |
| ETF Store, Inc. | 109.4K | $2.54M | −$16.3K | Added$9.42K |
| Serenity Investment Advisors | 109.2K | $2.51M | −$37.1K | Added$286K |
| Citadel | 107.3K | $2.49M | — | New |
| Core Wealth Partners LLC | 106.7K | $2.48M | −$16K | Cut−$59.5K |
| Gen-Wealth Partners Inc | 105.3K | $2.44M | −$15.1K | Added$93.1K |
| OFS Enterprise LLC | 105.3K | $2.44M | — | Held |
| MAGNOLIA CAPITAL ADVISORS LLC | 103.6K | $2.41M | −$15.5K | Cut−$15.5K |
| Carnegie Investment Counsel | 102.9K | $2.39M | −$14.4K | Added$153.6K |
| Northern Lights Advisors, Inc. | 102.5K | $2.38M | −$15.2K | Added$11.1K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 102K | $2.37M | −$15.8K | Cut−$510.5K |
| Alaska Wealth Advisors, LLC | 101.8K | $2.36M | −$12.6K | Added$400.1K |
| Csenge Advisory Group | 100.1K | $2.32M | −$10.4K | Added$704.4K |
| JMG Financial Group, Ltd. | 99.8K | $2.32M | −$15K | Cut−$102.6K |
| Maia Wealth LLC | 99.4K | $2.31M | −$32.8K | Cut−$145.6K |
| VERUS CAPITAL PARTNERS, LLC | 97.8K | $2.27M | −$13.5K | Added$167.7K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 94.7K | $2.19M | −$27K | Added$83.2K |
| Orion Porfolio Solutions, LLC | 93.3K | $2.17M | −$14K | Cut−$67.2K |
| STERLING INVESTMENT MANAGEMENT, LLC | 91.1K | $2.12M | −$12.9K | Added$105.6K |
| K2 Financial Inc. | 90.4K | $2.11M | −$7.84K | Added$273.5K |
| Dorato Capital Management | 89.2K | $2.07M | −$20.1K | Added$104.6K |
| Brookwood Investment Group LLC | 88.3K | $2.05M | −$7.61K | Added$865.6K |
| BCWM, LLC | 87.9K | $2.04M | −$13K | Added$16.1K |
| Bangor Savings Bank | 86K | $2M | −$12.9K | Cut−$256K |
| FIRETHORN WEALTH PARTNERS, LLC | 85.7K | $1.99M | −$12.8K | Added$535 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 85.6K | $1.99M | −$11.6K | Added$183.9K |
| RDA Financial Network | 85.5K | $1.99M | −$12.8K | Cut−$132.2K |
| Retirement Planning Group, LLC | 85.1K | $1.98M | −$12.8K | Cut−$19K |
| Blossom Wealth Management | 83.6K | $1.94M | −$12K | Added$62.6K |
| Ancora Advisors LLC | 83.5K | $1.94M | −$12.5K | Cut−$45.5K |
| Sightline Wealth Advisors, LLC | 82.1K | $1.91M | −$12.3K | Cut−$118.9K |
| Livet Wealth, LLC | 82.1K | $1.91M | −$12.3K | Cut−$387.2K |
| Avidian Wealth Enterprises, LLC | 81.5K | $1.89M | −$12.2K | Cut−$166.3K |
| Clear Creek Financial Management, LLC | 80.9K | $1.88M | −$5.36K | Added$1.05M |
| Sculati Wealth Management, LLC | 80.2K | $1.86M | −$8.87K | Added$479.1K |
| Portside Wealth Group, LLC | 77K | $1.79M | −$2.32K | Added$1.43M |
| NBT BANK N A /NY | 76.7K | $1.78M | −$33.2K | Cut−$20.1K |
| ProVise Management Group, LLC | 76.6K | $1.78M | −$11.5K | Cut−$18.5K |
| NWAM LLC | 76.3K | $1.77M | −$12.3K | Added$466.4K |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 75.3K | $1.75M | −$9.75K | Added$229.9K |
| Mendel Capital Management LLC | 74.7K | $1.73M | — | Held |
| WBH ADVISORY INC | 72.6K | $1.68M | −$15.2K | Cut−$16.4K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 72K | $1.67M | −$10.5K | Added$32.1K |
| SUTTON PLACE INVESTORS LLC | 71.4K | $1.66M | −$10.2K | Added$67.2K |
| ACT WEALTH MANAGEMENT, LLC | 71.1K | $1.65M | −$10.6K | Cut−$7.7K |
| CAPTRUST FINANCIAL ADVISORS | 70.3K | $1.63M | −$10.5K | Cut−$4.63K |
| Eley Financial Management, Inc | 70.1K | $1.63M | −$10.5K | Cut−$2.99K |
| Savvy Advisors, Inc. | 69.6K | $1.62M | — | New |
Who left
- FIDUCIENT ADVISORS LLC$4.26M
- Hidden Cove Wealth Management, LLC$3.22M
- Advisors Preferred, LLC$2.68M
- IFG Advisory, LLC$1.76M
- GK Wealth Management LLC$1.22M
- Crabel Capital Management, LLC$1.05M
- RHL GROUP, LLC$771.6K
- Garde Capital, Inc.$664.5K
- Stratos Wealth Advisors, LLC$631.7K
- NORTHERN TRUST CORP$535.5K
- Entelevest, LLC$516K
- AXXCESS WEALTH MANAGEMENT, LLC$468.4K
- UNIVEST FINANCIAL Corp$458.5K
- Facet Wealth, Inc.$344K
- Midwest Heritage Bank, FSB$335.1K
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.