Stock
Reported value
$1.21B
Holders
383
+68 new · −44 exited
Holders’ est. mark
$57M
Price effect on 217 books still in the name
Largest holder
$92.3M
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $41.9K
- Icahn Capital0.0% · $236.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1.32M | $92.3M | $947.8K | Added$19.2M |
| LPL Financial LLC | 1.25M | $89.3M | $4.8M | Added$7.47M |
| BANK OF AMERICA CORP /DE/ | 1.23M | $87.9M | $4.87M | Cut−$31.3M |
| WELLS FARGO & COMPANY/MN | 978.4K | $70.1M | $3.79M | Added$5.54M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 940.7K | $67.4M | $2.47M | Added$25.3M |
| UBS Group AG | 668.5K | $47.9M | $2.65M | Cut−$2.06M |
| MORGAN STANLEY | 518.1K | $37.1M | $2.06M | Added$803.9K |
| Tradewinds Capital Management, LLC | 503.9K | $36.1M | $2M | Cut−$11M |
| AMG National Trust Bank | 388.9K | $27.8M | $1.54M | Cut−$13.7M |
| Cetera Investment Advisers | 326.6K | $23.4M | $1.3M | Cut−$2.51M |
| Capital Management Associates, Inc | 273K | $19.6M | $1.08M | Cut−$1.13M |
| Mission Creek Capital Partners, Inc. | 254.7K | $18.2M | $1.01M | Cut−$2.35M |
| AMERIPRISE FINANCIAL INC | 252K | $18M | $995.1K | Cut−$40.3K |
| McIlrath & Eck, LLC | 235.8K | $16.9M | $936.1K | Added$503.6K |
| OSAIC HOLDINGS, INC. | 224.7K | $16.1M | $892.1K | Cut−$901.5K |
| JANE STREET GROUP, LLC | 222.9K | $16M | $885K | Cut−$165M |
| Vestmark Advisory Solutions, Inc. | 203.2K | $14.6M | $802.4K | Added$881.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 197.8K | $14.2M | $785.4K | Added$481.1K |
| ENVESTNET ASSET MANAGEMENT INC | 197.7K | $14.2M | $784.8K | Cut−$7.21M |
| HighTower Advisors, LLC | 192.7K | $13.8M | $764.8K | Cut−$14.5M |
| ROYAL BANK OF CANADA | 188.5K | $13.5M | $748.2K | Cut−$925K |
| World Investment Advisors | 157.8K | $11.3M | $626.5K | Added$334.5K |
| 180 WEALTH ADVISORS, LLC | 156.1K | $11.2M | $619.7K | Added$29.9K |
| Merit Financial Group, LLC | 143.3K | $10.3M | $569.1K | Added$156.1K |
| Kiker Wealth Management, LLC | 142.9K | $10.2M | $12.8K | Added$10M |
| RAYMOND JAMES FINANCIAL INC | 130K | $9.31M | $516K | Cut−$1.84M |
| Golden State Wealth Management, LLC | 121.4K | $8.7M | $6.07K | Added$8.59M |
| LaSalle St. Investment Advisors, LLC | 115.8K | $8.3M | — | New |
| JPMORGAN CHASE & CO | 118.1K | $7.88M | −$111K | Cut−$198.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 105.7K | $7.57M | $419.8K | Cut−$7.78M |
| Encompass More Asset Management | 83.1K | $5.95M | $329.8K | Cut−$90.2K |
| JONES FINANCIAL COMPANIES LLLP | 88.6K | $5.91M | −$86.8K | Cut−$83.3K |
| SEEDS INVESTOR LLC | 77.7K | $5.88M | $622.3K | Added$601.4K |
| Pettinga Financial Advisors LLC | 77.3K | $5.54M | $306.9K | Cut−$1.22M |
| Global Wealth Management, LLC | 77K | $5.52M | $302.9K | Added$356.6K |
| Avior Wealth Management, LLC | 74.9K | $5.36M | $297.3K | Cut−$2.71M |
| STIFEL FINANCIAL CORP | 72.3K | $5.18M | $68.3K | Added$4.01M |
| BYRNE FINANCIAL FREEDOM, LLC | 72.2K | $5.17M | — | New |
| Mariner, LLC | 72.1K | $5.16M | $176.7K | Added$2.15M |
| INTREPID FAMILY OFFICE LLC | 72K | $5.16M | $285.8K | Cut−$52.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 69.9K | $5.01M | $277.7K | Cut−$749.2K |
| OneDigital Investment Advisors LLC | 68.4K | $4.9M | $271.7K | Cut−$1.09M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 66.6K | $4.77M | $264.3K | Cut−$1.45M |
| MML INVESTORS SERVICES, LLC | 66.3K | $4.75M | $263.3K | Cut−$5.14M |
| Private Advisor Group, LLC | 65.9K | $4.72M | $203.2K | Added$1.25M |
| AE Wealth Management LLC | 63K | $4.51M | $250K | Cut−$10.5M |
| Virtue Capital Management, LLC | 21.2K | $4.42M | — | New |
| CWM, LLC | 61.3K | $4.39M | $4.26M | Added$4.38M |
| Simplicity Wealth,LLC | 59.6K | $4.27M | $222K | Added$488.1K |
| Arcus Capital Partners, LLC | 58.1K | $4.16M | $230.5K | Added$231.5K |
| Richard C. Young & CO., LTD. | 58K | $4.15M | $230K | Added$179.9K |
| Apeiron RIA LLC | 56.1K | $4.02M | −$172.8K | Cut−$1.4M |
| Systelligence, LLC | 55.4K | $3.97M | $220K | Cut−$5.04M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 55.1K | $3.94M | $157.3K | Added$1.26M |
| Asset One Wealth Management LLC | 53.6K | $3.86M | −$218.9K | Cut−$165.9K |
| WT Wealth Management | 52K | $3.73M | $206.6K | Cut−$329.4K |
| MYECFO, LLC | 51.5K | $3.68M | $214.2K | Cut−$99.4K |
| Stratos Wealth Partners, LTD. | 51.4K | $3.68M | $204.2K | Added$56.2K |
| Silver Coast Investments LLC | 51K | $3.66M | $202.6K | Added$59.6K |
| US BANCORP \DE\ | 50.8K | $3.63M | $201.5K | Cut−$843.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 50.4K | $3.61M | $52.3K | Added$2.72M |
| Focus Partners Wealth | 50.1K | $3.59M | $198.9K | Added$91.7K |
| Wealth Watch Advisors, INC | 49K | $3.51M | $182K | Added$409.5K |
| Marble Harbor Investment Counsel, LLC | 48.3K | $3.46M | $191.9K | Cut−$299.2K |
| PRINCIPAL SECURITIES, INC. | 46.8K | $3.35M | $185.7K | Cut−$460.2K |
| Jump Financial, LLC | 45.2K | $3.24M | — | New |
| GROUP ONE TRADING LLC | 43.6K | $3.12M | $51.3K | Added$2.25M |
| SMART Wealth LLC | 43.4K | $3.1M | $172.1K | Cut−$1.51M |
| Waverly Advisors, LLC | 41.8K | $2.99M | — | New |
| SPROTT INC. | 41.2K | $2.95M | $163.7K | Cut−$107.8K |
| Sowell Financial Services LLC | 40.4K | $2.89M | $160.4K | Added$131.4K |
| Vontobel Holding Ltd. | 40.3K | $2.89M | $72.1K | Added$1.66M |
| Empowered Funds, LLC | 38.7K | $2.77M | — | New |
| Fielder Capital Group LLC | 37.9K | $2.71M | $150.3K | Cut−$2.76M |
| Cardinal Strategic Wealth Guidance | 36.1K | $2.58M | $143.3K | Added$73.7K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 35.8K | $2.56M | $66.3K | Added$1.43M |
| Alpine Bank Wealth Management | 34K | $2.43M | $135K | Added$135K |
| Clearstead Advisors, LLC | 33.5K | $2.4M | $133.1K | Added$91.6K |
| Leo Wealth, LLC | 32.9K | $2.35M | $122K | Added$273K |
| Kestra Advisory Services, LLC | 32.3K | $2.31M | $103.4K | Added$549.7K |
| Farther Finance Advisors, LLC | 31.7K | $2.27M | $123.2K | Added$150.1K |
| Prospera Financial Services Inc | 30.3K | $2.17M | $106.7K | Added$349.2K |
| Baird Financial Group, Inc. | 29.9K | $2.14M | $117.9K | Added$130.5K |
| Transamerica Financial Advisors, LLC | 29.4K | $2.11M | $116K | Added$129K |
| Arta Finance Wealth Management LLC | 29.2K | $2.09M | $86.9K | Added$609.6K |
| Belpointe Asset Management LLC | 28.3K | $2.03M | — | New |
| SHEETS SMITH WEALTH MANAGEMENT | 27K | $1.94M | $107.3K | Added$81.6K |
| NewEdge Wealth, LLC | 26.5K | $1.9M | $105.2K | Added$105.2K |
| Acorn Wealth Advisors, LLC | 26.5K | $1.89M | $104K | Added$122.2K |
| Mutual Advisors, LLC | 26K | $1.87M | $103.4K | Cut−$1.84M |
| Allworth Financial LP | 26K | $1.86M | $7.06K | Added$1.74M |
| HARBOUR INVESTMENT MANAGEMENT LLC | 26K | $1.86M | $103.2K | Added$103.2K |
| Pinnacle Financial Partners, Inc. | 25.7K | $1.84M | $94.3K | Added$232.7K |
| Blue Capital, Inc. | 25.3K | $1.81M | $100.4K | Cut−$92.5K |
| FLP Wealth Management, LLC | 25.2K | $1.8M | $100K | Cut−$1.55M |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24.7K | $1.77M | — | New |
| Legacy Wealth Asset Management, LLC | 24.2K | $1.73M | $96K | Cut−$226.5K |
| IMC-Chicago, LLC | 24.1K | $1.72M | $95.5K | Cut−$335.7K |
| Sulzberger Capital Advisors, Inc. | 23.8K | $1.71M | $78.9K | Added$362.7K |
| Almanack Investment Partners, LLC. | 23.8K | $1.71M | $19.3K | Added$1.38M |
| Gotham Asset Management, LLC | 23.4K | $1.67M | — | New |
| Hegarty Advisors, LLC | 23.3K | $1.67M | — | New |
| Nikulski Financial, Inc. | 23.1K | $1.66M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23.7K | $1.64M | −$196.5K | Cut−$857.7K |
| Inspire Advisors, LLC | 22.8K | $1.63M | $90.4K | Cut−$26.3K |
| Castleview Partners, LLC | 22.8K | $1.63M | — | New |
| Evelyn Partners Asset Management Ltd | 22.7K | $1.63M | — | New |
| M&T Bank Corp | 22.6K | $1.62M | $89.7K | Added$89.7K |
| Summit Trail Advisors, LLC | 22.2K | $1.59M | $88.1K | Added$88.1K |
| RFG Advisory, LLC | 21.3K | $1.52M | $84.4K | Cut−$628.1K |
| Tactive Advisors, LLC | 21.3K | $1.52M | $68K | Added$362.7K |
| Robinson Value Management, Ltd. | 21.2K | $1.52M | $84.1K | Cut−$469K |
| BLAIR WILLIAM & CO/IL | 21.1K | $1.51M | $29.5K | Added$1.01M |
| Concurrent Investment Advisors, LLC | 21.1K | $1.51M | $83.7K | Cut−$93.4K |
| WCG Wealth Advisors LLC | 20.9K | $1.5M | $72.9K | Added$187.4K |
| Security National Bank | 20.5K | $1.47M | $81.5K | Added$81.5K |
| Copley Financial Group, Inc. | 19.5K | $1.39M | $77.3K | Cut−$5.23M |
| Ethos Financial Group, LLC | 19.5K | $1.39M | $25.3K | Added$932.2K |
| Cerity Partners LLC | 18.9K | $1.36M | $74.4K | Added$88.7K |
| LexAurum Advisors, LLC | 18.8K | $1.35M | — | Held |
| Modern Wealth Management, LLC | 18.7K | $1.34M | $66.6K | Added$195.9K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 18.5K | $1.32M | $73.4K | Added$73.4K |
| Anson Capital, Inc. | 18.2K | $1.31M | $72.4K | Cut−$176.3K |
| DENVER WEALTH MANAGEMENT, INC. | 18.1K | $1.29M | $71.3K | Added$78.4K |
| BLUEDOOR PRIVATE WEALTH, LLC | 17.6K | $1.26M | $70.1K | Added$64K |
| Belvedere Trading LLC | 17.5K | $1.26M | $64.7K | Added$154.7K |
| CreativeOne Wealth, LLC | 16.9K | $1.21M | $67.3K | Cut−$800.2K |
| Columbus Macro, LLC | 16.8K | $1.2M | $66.6K | Cut−$52.6K |
| Arax Advisory Partners | 16.6K | $1.19M | $42.8K | Added$461K |
| Empower Advisory Group, LLC | 15.7K | $1.13M | $45.7K | Added$349.4K |
| BOS Asset Management, LLC | 15.2K | $1.09M | $60.5K | Cut−$90.6K |
| HARBOUR INVESTMENTS, INC. | 15.1K | $1.08M | $56.5K | Cut−$939.1K |
| Creative Planning | 15K | $1.08M | $59.3K | Added$67K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 14.9K | $1.07M | $45.9K | Added$284K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26.3K | $1.06M | — | New |
| Bauman Advisory Group, LLC | 14.8K | $1.06M | $58.6K | Cut−$128.2K |
| Rockefeller Capital Management L.P. | 14.5K | $1.04M | $57.7K | Cut−$2.31M |
| Global View Capital Management LLC | 14.4K | $1.03M | $57K | Cut−$962.2K |
| Red Tortoise LLC | 14.3K | $1.02M | $56.8K | Added$56.8K |
| Jacobsen Capital Management | 14.2K | $1.02M | $56.5K | Added$56.5K |
| Nadler Financial Group, Inc. | 13.8K | $987.1K | $54.7K | Added$54.7K |
| Blue Trust, Inc. | 13.6K | $975.1K | $54.1K | Added$51.2K |
| &PARTNERS | 13.5K | $966.1K | $71.4K | Added$55K |
| Quantum Portfolio Management LLC | 13.5K | $964.9K | $53.5K | Cut−$237.2K |
| Comprehensive Money Management Services LLC | 13.4K | $960.4K | $53.2K | Cut−$193.8K |
| Texas Yale Capital Corp. | 13.2K | $944.5K | $51K | Added$75K |
| Western Wealth Management, LLC | 13.1K | $935K | $51.1K | Added$65K |
| TRUIST FINANCIAL CORP | 12.6K | $903.5K | $50.1K | Added$45.6K |
| BSW Wealth Partners | 12.3K | $877.4K | $44.8K | Added$114.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 12.1K | $864K | $33K | Added$301.8K |
| EP Wealth Advisors, LLC | 11.8K | $844.5K | $32.2K | Added$296.5K |
| STABLEFORD CAPITAL II LLC | 11.7K | $835K | $46.3K | Cut−$2.85M |
| Gateway Wealth Partners, LLC | 11.6K | $830.5K | $26.2K | Added$383.5K |
| Sigma Planning Corp | 11.6K | $829.7K | $40.6K | Added$137.2K |
| Rare Wolf Capital LLC | 11.5K | $823.7K | $45.7K | Added$45.7K |
| Kovack Advisors, Inc. | 11.5K | $822.4K | $37.1K | Added$185.8K |
| TBH Global Asset Management, LLC | 11.5K | $820.3K | $45.5K | Added$45.5K |
| Visionary Wealth Advisors | 11.4K | $818.5K | $45.4K | Added$35.9K |
| Ashton Thomas Private Wealth, LLC | 11.1K | $797.2K | $22.6K | Added$411.4K |
| Independent Advisor Alliance | 11.1K | $795.4K | — | New |
| City Center Advisors, LLC | 11K | $788.1K | $43.7K | Cut−$262.6K |
| VICUS CAPITAL | 10.9K | $781.2K | $40.5K | Added$90.7K |
| Integrated Wealth Concepts LLC | 10.8K | $772.9K | $42.9K | Cut−$677.1K |
| CAPTRUST FINANCIAL ADVISORS | 10.7K | $762K | $41.1K | Added$1.92K |
| StoneX Group Inc. | 10.6K | $761.8K | $17.6K | Added$462.2K |
| SMITH, MOORE & CO. | 10.3K | $739.3K | — | New |
| Owl Creek Wealth Partners LLC | 10.3K | $739.2K | — | Held |
| Advisory Services Network, LLC | 10.3K | $734.6K | $40.4K | Added$45.6K |
| Fortis Capital Management LLC | 10.2K | $733.7K | — | New |
| TCFG WEALTH MANAGEMENT, LLC | 10.2K | $732.1K | $40.6K | Cut−$95.6K |
| TCFG Investment Advisors, LLC | 10.2K | $732.1K | — | Held |
| Pekin Hardy Strauss, Inc. | 10.2K | $730.2K | $40.5K | Added$3.96K |
| Index Technologies Group LLC | 10.2K | $727.9K | $40.4K | Cut−$178.5K |
| Optivise Advisory Services LLC | 9.93K | $711.2K | $35.9K | Added$98.8K |
| Proficio Capital Partners LLC | 9.89K | $708.2K | $39.3K | Cut−$1.33M |
| MGO ONE SEVEN LLC | 9.85K | $705.1K | $25.8K | Added$265.6K |
| Miller Global Investments, LLC | 9.7K | $694.8K | $38.5K | Cut−$2.5M |
| Cyndeo Wealth Partners, LLC | 9.64K | $690.4K | $38.3K | Added$38.3K |
| INSIGNEO ADVISORY SERVICES, LLC | 9.42K | $674.9K | $37.4K | Added$37.4K |
| Abacus Wealth Partners, LLC | 9.4K | $673.1K | $13.9K | Added$436.4K |
| Focus Financial Network, Inc. | 9.35K | $669.4K | $21K | Added$311.3K |
| Brookstone Capital Management | 9.32K | $667.7K | $36K | Added$54.7K |
| Paul R. Ried Financial Group, LLC | 9.26K | $662.8K | $36.8K | Cut−$247.5K |
| Gibbs Wealth Management | 9.16K | $655.9K | — | New |
| SCOTIA CAPITAL INC. | 9.13K | $653.4K | — | New |
| Intentional Wealth Strategies, LLC | 9.07K | $649.6K | — | Held |
| BCGM Wealth Management, LLC | 9.03K | $646.9K | $34K | Added$67.9K |
| MATHER GROUP, LLC. | 9.03K | $646.6K | $35.8K | Cut−$4.74K |
| Kingsview Wealth Management, LLC | 8.81K | $631K | $27.1K | Added$169.5K |
| CWC Advisors, LLC. | 8.73K | $624.9K | $33.6K | Added$53K |
| Fulcrum Equity Management | 8.7K | $623K | $34.5K | Added$34.5K |
| Equitable Holdings, Inc. | 9.14K | $618.4K | $0 | Added$188K |
| Apollon Wealth Management, LLC | 8.37K | $599.4K | $33.2K | Added$33.2K |
| NEUBERGER BERMAN GROUP LLC | 8.35K | $597.9K | $33.1K | Added$33.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.29K | $593.5K | $25.1K | Added$161K |
| CHOREO, LLC | 8.06K | $577.1K | −$6.37K | Cut−$87.2K |
| Onyx Bridge Wealth Group LLC | 7.99K | $572.1K | $28.4K | Added$87.5K |
| Chicago Partners Investment Group LLC | 7.69K | $568.9K | −$181.5K | Cut−$181.5K |
| VISTA INVESTMENT PARTNERS II, LLC | 7.83K | $560.9K | $31.1K | Cut−$819.3K |
| SAGESPRING WEALTH PARTNERS, LLC | 7.82K | $560.3K | $28.7K | Added$71.4K |
| Summit Financial, LLC | 7.8K | $558.6K | $18K | Added$252.7K |
| Integrated Advisors Network LLC | 7.79K | $557.6K | $25.3K | Added$126.6K |
| JT Stratford LLC | 7.65K | $548K | $28.7K | Added$58.9K |
| HBW ADVISORY SERVICES LLC | 7.54K | $539.6K | $14.5K | Added$292K |
| Sara-Bay Financial | 7.5K | $537.1K | −$5.93K | Cut−$5.92K |
| Arlington Trust Co LLC | 7.5K | $537.1K | $29.8K | Added$29.8K |
| PFG Investments, LLC | 7.46K | $534.4K | $29.6K | Cut−$104.2K |
| Evelyn Partners Investment Management Services Ltd | 7.18K | $514.4K | — | New |
| Ervin Investment Management, LLC | 7.1K | $508.4K | $28.2K | Added$28.2K |
| IHT Wealth Management, LLC | 7.04K | $504.3K | $28K | Cut−$27.5K |
| HighPoint Advisor Group LLC | 6.95K | $497.4K | — | New |
| Werba Rubin Papier Wealth Management | 6.9K | $493.8K | — | New |
| BANK OF MONTREAL /CAN/ | 6.72K | $481.1K | $12.3K | Added$272.2K |
| Nemes Rush Group LLC | 6.71K | $480.3K | $26.6K | Added$26.6K |
| Soltis Investment Advisors LLC | 6.66K | $477.2K | $20.3K | Added$131.3K |
| Cordoba Advisory Partners LLC | 6.57K | $470.1K | $26.1K | Cut−$372K |
| TOTAL INVESTMENT MANAGEMENT INC | 6.24K | $447.1K | $24.8K | Added$5.51K |
| Quadrature Capital Ltd | 6.18K | $442.4K | $24.5K | Cut−$835.2K |
| Savant Capital, LLC | 6.11K | $437.8K | — | New |
| Fiduciary Trust Co | 6.02K | $430.9K | $17.6K | Added$130.3K |
| Beaumont Financial Advisors, LLC | 6K | $429.7K | $23.8K | Added$23.8K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5.73K | $410.1K | $22.7K | Added$22.7K |
| Tidal Investments LLC | 5.58K | $399.4K | — | New |
| Orion Porfolio Solutions, LLC | 5.53K | $395.9K | $22K | Cut−$188.9K |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 5.5K | $394.1K | $21.8K | Cut−$42.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.37K | $384.5K | $21.3K | Cut−$42.7K |
| Spectrum Planning & Advisory Services Inc. | 5.36K | $383.8K | $18.2K | Added$73.3K |
| VestGen Advisors, LLC | 4.58K | $377.8K | — | New |
| Blossom Wealth Management | 5.24K | $375.2K | $20.5K | Added$25.3K |
| PFG Advisors | 5.2K | $372K | $20.6K | Cut−$120K |
| BNP PARIBAS FINANCIAL MARKETS | 5.12K | $366.9K | $14.8K | Added$114.4K |
| XTX Topco Ltd | 5.08K | $363.6K | — | New |
| Leading Edge Financial Planning LLC | 5.02K | $359.7K | $19.9K | Added$19.9K |
| KEYBANK NATIONAL ASSOCIATION/OH | 4.99K | $357.4K | $19.8K | Added$11.5K |
| Lido Advisors, LLC | 4.97K | $356K | $133.1K | Added$133.1K |
| Corient Private Wealth LLC | 5.28K | $353.9K | −$3.75K | Cut−$577.8K |
| Wolff Financial Management LLC | 4.86K | $348K | $19.3K | Added$19.3K |
| WRIGHT WEALTH LLC | 4.81K | $344.5K | $19.1K | Cut−$339K |
| Evercore Wealth Management, LLC | 4.8K | $343.7K | $19.1K | Cut−$129.8K |
| Bravias Capital Group, LLC | 4.78K | $341.9K | $17.4K | Added$46.3K |
| BKM Wealth Management, LLC | 4.75K | $340.5K | $18.2K | Added$30.4K |
| THOMPSON DAVIS & CO., INC. | 4.72K | $338.4K | $18.8K | Added$18.8K |
| Pure Financial Advisors, LLC | 4.69K | $335.6K | — | New |
| Whitaker-Myers Wealth Managers, LTD. | 4.62K | $330.6K | $18.3K | Cut−$8.39K |
| First Heartland Consultants, Inc. | 4.61K | $329.8K | — | New |
| HUB Investment Partners, LLC | 4.6K | $329.6K | $15.6K | Added$64.6K |
| Wealthspire Advisors, LLC | 4.42K | $316.4K | $16K | Added$43.9K |
| Fifth Third Securities, Inc. | 4.41K | $315.5K | — | New |
| North Forty Two & Co. | 4.4K | $315.1K | $17.5K | Added$17.5K |
| OneAscent Financial Services LLC | 4.34K | $310.5K | $13.5K | Added$79.8K |
Who left
- GUARDIAN POINT CAPITAL, LP$32.1M
- Gradient Investments LLC$31.3M
- Southeast Asset Advisors, LLC$29.9M
- Advocacy Wealth Management, LLC$16.4M
- NewEdge Advisors, LLC$10.2M
- MATAURO, LLC$3.03M
- GTS SECURITIES LLC$2.98M
- Citadel$1.82M
- Elyxium Wealth, LLC$1.68M
- Generation Capital Management LLC$1.67M
- CURTIS WEALTH MANAGEMENT LLC$1.31M
- National Philanthropic Trust$1.3M
- ShoreHaven Wealth Partners, LLC$1.21M
- A4 Wealth Advisors LLC$1.08M
- Lombard Odier Asset Management (USA) Corp$939.3K
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.