Stock
Reported value
$1.61B
Holders
316
+51 new · −27 exited
Holders’ est. mark
−$12.3M
Price effect on 212 books still in the name
Largest holder
$163M
Howard Capital Management Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $1.65M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Howard Capital Management Inc. | 6.83M | $163M | — | New |
| ROYAL BANK OF CANADA | 5.88M | $140.4M | −$4.73M | Added$8.64M |
| RAYMOND JAMES FINANCIAL INC | 5.25M | $125.4M | −$2.92M | Added$44.2M |
| HighTower Advisors, LLC | 1.96M | $46.8M | −$1.74M | Cut−$3.31M |
| LPL Financial LLC | 1.6M | $38.1M | −$994.5K | Added$10.4M |
| ENVESTNET ASSET MANAGEMENT INC | 1.44M | $34.5M | −$341.8K | Added$25M |
| TrueWealth Advisors, LLC | 1.41M | $33.7M | −$1.18M | Added$983.4K |
| Venture Visionary Partners LLC | 1.32M | $31.4M | −$813.2K | Added$8.8M |
| Stenger Family Office, LLC | 1.3M | $31M | −$1.13M | Cut−$568.4K |
| Socha Financial Group, LLC | 1.2M | $28.7M | −$1.02M | Added$382.5K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.06M | $27.8M | — | New |
| CWM, LLC | 1.08M | $25.9M | $21.8M | Added$25.9M |
| Reliant Wealth Planning | 1.02M | $24.4M | −$871.9K | Added$166.9K |
| MEITAV INVESTMENT HOUSE LTD | 913.8K | $21.8M | −$813.3K | Cut−$813.3K |
| MML INVESTORS SERVICES, LLC | 825.3K | $19.7M | −$734.5K | Cut−$2.45M |
| SMITH, MOORE & CO. | 784.2K | $18.7M | −$686.6K | Cut−$381.2K |
| Pinnacle Wealth Management, LLC | 768.9K | $18.4M | −$684.3K | Cut−$1.77M |
| Arcus Capital Partners, LLC | 742.7K | $17.7M | −$612.5K | Added$689.2K |
| MORGAN STANLEY | 730.8K | $17.4M | −$14.3K | Added$17M |
| SAGE PRIVATE WEALTH GROUP, LLC | 685.7K | $16.4M | −$611.7K | Cut−$649K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 678.4K | $16.2M | −$603.8K | Cut−$603.8K |
| Integrated Wealth Concepts LLC | 672.3K | $16M | — | New |
| First Heartland Consultants, Inc. | 634.4K | $15.1M | −$531.2K | Added$363.7K |
| STIFEL FINANCIAL CORP | 625.1K | $14.9M | −$556.3K | Cut−$1.91M |
| TTP Investments, Inc. | 621.1K | $14.8M | −$552.8K | Cut−$28.3M |
| UBS Group AG | 609.5K | $14.5M | −$121.1K | Added$11.2M |
| bLong Financial, LLC | 589.9K | $14.1M | −$525K | Cut−$3.03M |
| NBZ Investment Advisors LLC | 574K | $13.7M | −$493.2K | Cut−$19K |
| Blue Sky Capital Consultants Group, Inc. | 559K | $13.3M | −$444.6K | Added$972.8K |
| VestGen Advisors, LLC | 464.6K | $12.6M | $1.01M | Added$1.47M |
| CIBC WORLD MARKET INC. | 514.1K | $12.3M | −$457.5K | Cut−$865.6K |
| TD Waterhouse Canada Inc. | 500.3K | $12.2M | −$7.41K | Added$11.7M |
| Balance Wealth, LLC | 500.7K | $12M | — | New |
| D.A. DAVIDSON & CO. | 492.4K | $11.8M | −$323.5K | Added$2.76M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 487.5K | $11.6M | −$363.3K | Added$1.53M |
| DKM Wealth Management, Inc. | 479.8K | $11.5M | −$388.5K | Added$644.4K |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 472.3K | $11.3M | — | New |
| Steward Partners Investment Advisory, LLC | 462.2K | $11M | −$366.4K | Added$838.4K |
| HARBOUR INVESTMENTS, INC. | 438.6K | $10.5M | −$204.1K | Added$4.79M |
| Longview Financial Advisors, Inc. | 438.4K | $10.5M | −$375.2K | Added$25.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 420.7K | $10M | −$374.4K | Cut−$3.69M |
| SOA Wealth Advisors, LLC. | 401.7K | $9.59M | −$329.9K | Added$411.4K |
| IFP Advisors, Inc | 346.9K | $8.28M | −$297.9K | Cut−$4.95K |
| Western Wealth Management, LLC | 344.6K | $8.22M | — | New |
| Willow Financial LLC | 342.4K | $8.17M | −$223K | Added$1.97M |
| OSAIC HOLDINGS, INC. | 339.5K | $8.1M | −$210.1K | Added$2.26M |
| Valley Financial Group, Inc. | 333.9K | $7.97M | −$276.7K | Added$272.4K |
| Cetera Investment Advisers | 320.7K | $7.66M | −$182.4K | Added$2.58M |
| THEORY FINANCIAL LLC | 319.5K | $7.63M | −$565.6K | Cut−$1.72M |
| CoreCap Advisors, LLC | 311.2K | $7.43M | −$273.3K | Cut−$177.2K |
| Teamwork Financial Advisors, LLC | 309.2K | $7.38M | −$275.2K | Cut−$2.54M |
| Berkshire Money Management, Inc. | 304.5K | $7.27M | −$255.9K | Added$148.8K |
| WCG Wealth Advisors LLC | 300.4K | $7.17M | −$101.9K | Added$4.34M |
| Sanctuary Advisors, LLC | 291.7K | $6.96M | −$253.3K | Cut−$82.5K |
| Equitable Holdings, Inc. | 285.5K | $6.82M | — | New |
| Brookwood Investment Group LLC | 283.4K | $6.76M | −$252.2K | Cut−$2.22M |
| Rockefeller Capital Management L.P. | 281.5K | $6.72M | −$144.9K | Added$2.69M |
| Emissary Wealth LLC | 277.6K | $6.63M | −$182.6K | Added$1.55M |
| Private Wealth Asset Management, LLC | 276.8K | $6.61M | −$205.6K | Added$886.9K |
| Advisory Services Network, LLC | 273.3K | $6.52M | −$242.5K | Cut−$221K |
| Portus Wealth Advisors, LLC | 261K | $6.23M | −$231.7K | Cut−$215.6K |
| Weaver Consulting Group | 257.6K | $6.15M | −$221.4K | Cut−$8.77K |
| U.S. Capital Wealth Advisors, LLC | 257.6K | $6.15M | −$220.7K | Added$9.17K |
| Ausdal Financial Partners, Inc. | 244.8K | $5.84M | −$212.1K | Cut−$56.1K |
| Snowden Capital Advisors LLC | 244.1K | $5.83M | −$202.4K | Added$195.4K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 234.1K | $5.59M | −$208.4K | Cut−$208.4K |
| WJ Wealth Management, LLC | 233.2K | $5.57M | −$172.9K | Added$756.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | 220.9K | $5.27M | −$75K | Added$3.19M |
| Lionsbridge Wealth Management LLC | 215.2K | $5.14M | −$191.6K | Cut−$1.35M |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 208.4K | $4.97M | −$178.1K | Added$20.1K |
| Concurrent Investment Advisors, LLC | 207.4K | $4.95M | −$184.6K | Cut−$435.4K |
| Vivid Wealth Management, LLC | 205.4K | $4.9M | −$178K | Cut−$49.1K |
| Redwood Wealth Management Group, LLC | 197.9K | $4.72M | −$176.1K | Cut−$375.9K |
| GOLDMAN SACHS GROUP INC | 192.6K | $4.6M | — | New |
| DAVENPORT & Co LLC | 186.7K | $4.46M | −$150.7K | Added$262.2K |
| PlanVest Financial, Inc | 185.7K | $4.43M | — | Held |
| BXM Wealth LLC | 185.1K | $4.42M | $2.43M | Added$415.5K |
| Visionary Wealth Advisors | 180.7K | $4.31M | −$133.8K | Added$592.3K |
| Benchmark Financial Wealth Advisors, LLC | 180K | $4.3M | −$63.2K | Added$2.54M |
| Tower Research Capital LLC (TRC) | 178.9K | $4.27M | −$27.9K | Added$3.49M |
| Longitude (Cayman) Ltd. | 174K | $4.15M | −$124.6K | Added$687K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 173.2K | $4.13M | −$64.8K | Added$2.33M |
| Parallel Advisors, LLC | 171.6K | $4.1M | −$150.4K | Cut−$88.9K |
| SteelPeak Wealth, LLC | 169.4K | $4.04M | −$146.4K | Cut−$27.9K |
| Sun Financial Inc | 147K | $4.01M | $360K | Added$425.7K |
| Financial Designs Corp | 163.9K | $3.91M | −$130.8K | Added$273.5K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 162.1K | $3.87M | −$144.3K | Cut−$1.19M |
| Financial Enhancement Group LLC | 143.8K | $3.77M | $92.3K | Added$453.5K |
| Private Advisor Group, LLC | 157.6K | $3.76M | −$81.6K | Added$1.49M |
| HighPoint Advisor Group LLC | 149.1K | $3.56M | −$56.7K | Added$1.98M |
| Vivaldi Capital Management LP | 147.2K | $3.51M | −$117.4K | Added$248.4K |
| Meridian Wealth Management, LLC | 127.7K | $3.05M | −$113.6K | Cut−$130.3K |
| JANE STREET GROUP, LLC | 127.5K | $3.04M | −$95.7K | Added$381.5K |
| MPWM ADVISORY SOLUTIONS, LLC | 124.6K | $2.97M | −$595 | Added$2.96M |
| Fidelis Wealth Advisors LLC | 122.1K | $2.91M | −$105.4K | Cut−$18.7K |
| ARQ WEALTH ADVISORS, LLC | 121.9K | $2.91M | −$85.4K | Added$534.1K |
| Farther Finance Advisors, LLC | 119.7K | $2.88M | −$87.4K | Cut−$962.6K |
| Tempus Wealth Planning, LLC | 120.5K | $2.88M | −$95.2K | Added$227K |
| COMPASS CAPITAL CORP /MA/ /ADV | 103.2K | $2.76M | $150.8K | Added$275.4K |
| TRUIST FINANCIAL CORP | 114.8K | $2.74M | −$102.1K | Cut−$3.11M |
| CAPTRUST FINANCIAL ADVISORS | 110.7K | $2.64M | −$73.1K | Added$607K |
| MILESTONE ASSET MANAGEMENT, LLC | 109.9K | $2.62M | −$97.8K | Cut−$5.25M |
| Brookstone Capital Management | 107.7K | $2.57M | — | New |
| Federation des caisses Desjardins du Quebec | 104.9K | $2.5M | −$62.9K | Added$752K |
| Noble Wealth Management PBC | 104.1K | $2.48M | −$85.2K | Added$114.1K |
| Concentrum Wealth Management | 102.8K | $2.45M | −$86.6K | Added$45.1K |
| Vienna Asset Management LLC | 99.8K | $2.38M | −$88.9K | Cut−$3.24M |
| INDEPENDENT FINANCIAL GROUP, LLC | 99.5K | $2.37M | −$88.5K | Cut−$329.7K |
| Cedarwood Wealth LLC | 98.2K | $2.34M | −$147.5K | Added$207.7K |
| INSIGNEO ADVISORY SERVICES, LLC | 94.6K | $2.26M | −$67.7K | Added$374K |
| MGO ONE SEVEN LLC | 94.2K | $2.25M | −$83.8K | Cut−$246.9K |
| TRUE Private Wealth Advisors | 90.7K | $2.16M | −$18.7K | Added$1.64M |
| Game Plan Financial Advisors, LLC | 89K | $2.12M | −$75.5K | Added$25.1K |
| LexAurum Advisors, LLC | 87.4K | $2.09M | — | Held |
| World Investment Advisors | 84.7K | $2.02M | −$75.4K | Cut−$79.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83K | $1.98M | −$73.9K | Cut−$3.19M |
| Kestra Advisory Services, LLC | 80.1K | $1.91M | −$45.8K | Added$637K |
| Morangie Management LLC | 79K | $1.89M | −$70.4K | Cut−$379.5K |
| PRINCIPAL SECURITIES, INC. | 78.2K | $1.87M | −$69.6K | Cut−$979.7K |
| Ruggiero Investments, Inc. | 77.8K | $1.86M | −$69.3K | Cut−$236.6K |
| Oxler Private Wealth LLC | 77.5K | $1.85M | −$65K | Added$40.5K |
| Focus Partners Wealth | 77.4K | $1.85M | −$66.1K | Added$10.1K |
| RITHOLTZ WEALTH MANAGEMENT | 75.4K | $1.8M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74.7K | $1.79M | −$123.3K | Cut−$764.5K |
| Prospera Financial Services Inc | 72.5K | $1.73M | −$47.7K | Added$404.6K |
| Icahn Capital | 69.2K | $1.65M | −$25.1K | Added$954.1K |
| CITIZENS FINANCIAL GROUP INC/RI | 67.4K | $1.61M | −$60K | Cut−$60K |
| Institute for Wealth Management, LLC. | 66.9K | $1.6M | −$57K | Added$12K |
| Spire Wealth Management | 66.1K | $1.58M | −$6.31K | Added$1.4M |
| NTV Asset Management LLC | 65.8K | $1.57M | −$47.9K | Added$238.6K |
| Cerity Partners LLC | 65.8K | $1.57M | −$22.4K | Added$947.4K |
| Allworth Financial LP | 65.2K | $1.56M | −$58K | Cut−$55K |
| KERR FINANCIAL PLANNING Corp | 59.2K | $1.55M | $123.4K | Added$198.7K |
| Holos Integrated Wealth LLC | 63.3K | $1.53M | — | New |
| GWN SECURITIES INC. | 63.6K | $1.52M | −$51.3K | Added$89.6K |
| Integrity Wealth Partners, LLC | 61.8K | $1.47M | — | Held |
| Disciplined Investors, L.L.C. | 61.5K | $1.47M | −$54.7K | Cut−$52.3K |
| Counterweight Ventures, LLC | 61.2K | $1.46M | −$54.4K | Cut−$324.1K |
| BlackDiamond Wealth Management, LLC | 61.1K | $1.46M | −$84.3K | Cut−$573K |
| FORTRESS PRIVATE LEDGER, LLC | 60.9K | $1.45M | −$50.5K | Added$47.7K |
| OPPENHEIMER & CO INC | 60.8K | $1.45M | −$49.6K | Added$71.3K |
| Whitaker-Myers Wealth Managers, LTD. | 60.4K | $1.44M | −$51.2K | Added$15.8K |
| Arete Wealth Advisors, LLC | 56.4K | $1.35M | $1.13M | Added$1.34M |
| Sandbox Financial Partners, LLC | 54.7K | $1.31M | −$41.8K | Added$143.9K |
| Clear Creek Financial Management, LLC | 54K | $1.29M | −$44.7K | Added$47.1K |
| CAP Partners, LLC | 51.3K | $1.22M | −$42.2K | Added$52K |
| Avior Wealth Management, LLC | 50.5K | $1.21M | −$36.7K | Added$184.6K |
| Sigma Planning Corp | 49.8K | $1.19M | −$42.7K | Added$481 |
| Garden State Investment Advisory Services LLC | 49.5K | $1.18M | −$40.7K | Added$48K |
| STEPHENS INC /AR/ | 49.4K | $1.18M | −$44K | Cut−$2.95M |
| Founders Financial Alliance, LLC | 47K | $1.12M | −$13.8K | Added$737.3K |
| Quantinno Capital Management LP | 47K | $1.12M | −$40.4K | Cut−$695 |
| Focus Partners Advisor Solutions, LLC | 46.6K | $1.11M | −$39K | Added$26.8K |
| PANORAMIC INVESTMENT ADVISORS, LLC | 46.5K | $1.11M | −$36.1K | Added$107.2K |
| OMNI 360 Wealth, Inc. | 46.3K | $1.11M | −$78.4K | Cut−$55.5K |
| Tandem Financial, LLC | 46K | $1.1M | — | New |
| Dynamic Advisor Solutions LLC | 43.2K | $1.03M | −$20.3K | Added$465K |
| Apollon Wealth Management, LLC | 38.7K | $922.8K | −$34.3K | Cut−$32.4K |
| Maia Wealth LLC | 38.7K | $922.7K | −$25.1K | Cut−$39.8K |
| COZAD ASSET MANAGEMENT INC | 38.4K | $916.1K | −$32.7K | Added$4.96K |
| Owen LaRue, LLC | 38.1K | $909.5K | — | New |
| NewEdge Wealth, LLC | 37.8K | $902K | −$33.6K | Cut−$214.8K |
| Mariner, LLC | 37.6K | $898.7K | −$33.5K | Cut−$231.1K |
| Creative Planning | 35.2K | $841K | −$30.5K | Cut−$7.79K |
| Mutual Advisors, LLC | 34.3K | $818.2K | −$30.5K | Cut−$311.7K |
| Evolution Wealth Advisors, LLC | 34K | $812.8K | −$30.3K | Cut−$80.8K |
| Wealth Watch Advisors, INC | 34K | $810.4K | −$30.2K | Cut−$135K |
| Geneva Partners, LLC | 33.5K | $800K | −$25.2K | Added$98.3K |
| Savvy Advisors, Inc. | 33.5K | $799.3K | — | New |
| HB Wealth Management, LLC | 33.3K | $794.4K | — | New |
| Truvestments Capital LLC | 33.1K | $791.3K | −$29.5K | Cut−$29.5K |
| Dana Investment Advisors, Inc. | 31.9K | $761.5K | −$28.4K | Cut−$69.5K |
| BNC WEALTH MANAGEMENT, LLC | 31.2K | $744.3K | −$24.4K | Added$64.2K |
| Vise Technologies, Inc. | 28.9K | $716.4K | $0 | Held |
| Wilmar Advisors LLC | 30K | $716.1K | −$26.7K | Cut−$26.7K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 28.8K | $686.8K | −$21.7K | Added$84.2K |
| GTS SECURITIES LLC | 28.7K | $685.4K | — | New |
| IPG Investment Advisors LLC | 27.8K | $663.6K | −$17.2K | Added$185.7K |
| Cresset Asset Management, LLC | 27.6K | $658K | −$24.5K | Cut−$27.5K |
| Runnymede Capital Advisors, Inc. | 27.2K | $649.9K | — | New |
| PRIVATE CLIENT SERVICES, LLC | 27K | $645.1K | −$24.1K | Cut−$24.1K |
| Vontobel Holding Ltd. | 26.8K | $638.7K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 26.7K | $636.7K | −$23.7K | Cut−$1.41M |
| ETF Store, Inc. | 26.3K | $627.1K | −$23.4K | Cut−$23.3K |
| XTX Topco Ltd | 25.9K | $617.5K | — | New |
| Essex Financial Services, Inc. | 24.9K | $594.4K | −$22.2K | Cut−$22.2K |
| LUTS & GREENLEIGH GROUP, INC. | 23.3K | $556.1K | — | New |
| AMERIPRISE FINANCIAL INC | 23.2K | $553.4K | — | New |
| SLT Holdings LLC | 22.5K | $538.2K | −$20.1K | Cut−$23.6K |
| E&G Advisors, LP | 21.9K | $523.9K | −$19.5K | Cut−$25.6K |
| MIRAE ASSET SECURITIES (USA) INC. | 21.5K | $512.7K | −$7.51K | Added$303.7K |
| Integrated Advisors Network LLC | 21.1K | $503.2K | −$18.8K | Cut−$140.4K |
| Estate Planners Group, LLC | 20.8K | $497.2K | −$16.5K | Added$38.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20.6K | $493.9K | −$15K | Cut−$28.6K |
| Core Wealth Advisors, Inc. | 20.6K | $491.7K | −$18.3K | Cut−$18.3K |
| Riggs Asset Managment Co. Inc. | 20.5K | $489.1K | −$18.2K | Cut−$442.6K |
| Gladstone Institutional Advisory LLC | 18.9K | $450.5K | −$9.56K | Added$184.5K |
| COMMERCE BANK | 18.7K | $447.5K | — | New |
| CV Advisors LLC | 18.3K | $436.3K | −$16.3K | Cut−$16.3K |
| Intrepid Financial Planning Group LLC | 18.1K | $431.3K | −$15K | Added$13K |
| Stratos Wealth Partners, LTD. | 17.7K | $422.9K | — | New |
| Wealthspire Advisors, LLC | 17.5K | $417.5K | −$15.6K | Cut−$35.9K |
| Maridea Wealth Management LLC | 17.5K | $417.2K | −$13.6K | Added$37.5K |
| FIFTH THIRD BANCORP | 17.1K | $408.9K | — | New |
| MATHER GROUP, LLC. | 16.6K | $395K | — | New |
| Vigilare Wealth Management | 16.2K | $386.5K | — | New |
| Keebeck Wealth Management | 14.7K | $349.8K | −$13K | Cut−$13K |
| NATIONAL BANK OF CANADA /FI/ | 14.5K | $346.3K | −$11K | Added$34.4K |
| MAINSAIL ASSET MANAGEMENT, LLC | 14.3K | $342.1K | −$12.2K | Added$1.68K |
| OPTIMA CAPITAL LLC | 14.2K | $338.9K | −$10.7K | Added$41.6K |
| AE Wealth Management LLC | 14.1K | $337.2K | −$12.6K | Cut−$82.5K |
| GROUP ONE TRADING LLC | 14K | $333.8K | −$12.4K | Cut−$1.59M |
| MBL Wealth, LLC | 13.9K | $333K | — | New |
| CALTON & ASSOCIATES, INC. | 13.5K | $321.3K | −$8.71K | Added$79K |
| Northstar Group, Inc. | 13.2K | $315.1K | — | New |
| BARRETT & COMPANY, INC. | 12.6K | $300.2K | −$10.7K | Added$2.43K |
| Advisory Alpha, LLC | 12.5K | $297.9K | −$10.7K | Added$333 |
| MERCER GLOBAL ADVISORS INC /ADV | 12.3K | $293.7K | −$11K | Cut−$31.7K |
| Beacon Pointe Advisors, LLC | 12.1K | $289.2K | −$9.4K | Added$27.7K |
| Csenge Advisory Group | 12.1K | $288.7K | −$8.08K | Added$63.8K |
| Fulcrum Equity Management | 11.9K | $283.5K | −$10.6K | Cut−$656.6K |
| Arkadios Wealth Advisors | 11.9K | $283.5K | −$10.6K | Cut−$20.5K |
| IHT Wealth Management, LLC | 11.8K | $281.8K | — | New |
| BANK OF MONTREAL /CAN/ | 11.5K | $274.3K | −$10.2K | Cut−$44.2K |
| Revisor Wealth Management LLC | 11.1K | $264.6K | −$14.5K | Cut−$37K |
| Triumph Capital Management | 11.1K | $264K | −$4.53K | Added$138K |
| ACT WEALTH MANAGEMENT, LLC | 11K | $263.2K | −$9.41K | Added$1.28K |
| Fiduciary Planning LLC | 10.7K | $255.7K | −$9.54K | Cut−$41K |
| DELTEC ASSET MANAGEMENT LLC | 10.6K | $253K | −$9.43K | Cut−$9.43K |
| Innovative Asset Advisors Group, LLC | 10.3K | $245.3K | — | Held |
| Horrell Capital Management, Inc. | 9.88K | $235.7K | −$8.79K | Cut−$9.31K |
| Clark Wealth Partners | 9.82K | $234.3K | −$7.78K | Added$17.8K |
| Golden State Equity Partners | 9.8K | $234K | — | New |
| Cornerstone Select Advisors, LLC | 9.68K | $231K | −$7.4K | Added$25.1K |
| ACORN CREEK CAPITAL LLC | 9.58K | $228.7K | −$8.53K | Cut−$8.53K |
| Perigon Wealth Management, LLC | 9.56K | $228.2K | −$8.33K | Cut−$3.6K |
| Quartz Partners, LLC | 9.51K | $226.9K | −$8.46K | Cut−$8.46K |
| HARMONY ASSET MANAGEMENT LLC | 9.24K | $220.6K | −$8.22K | Cut−$8.22K |
| Phoenix Financial Ltd. | 9.22K | $220.1K | −$8.14K | Cut−$1.81M |
| INTEGRITY ALLIANCE, LLC. | 9.21K | $220K | — | New |
| JMAC ENTERPRISES LLC | 9.2K | $219.7K | −$7.62K | Added$7.53K |
| Xcel Wealth Management, LLC | 9.12K | $217.6K | −$8.11K | Cut−$8.53K |
| Wealthcare Capital Partners, LLC | 9.09K | $217.1K | −$8.09K | Cut−$25.5K |
| Redhawk Wealth Advisors, Inc. | 9.09K | $216.9K | — | New |
| Family Manage LLC | 8.85K | $211.3K | — | New |
| Prime Capital Investment Advisors, LLC | 8.66K | $206.8K | −$7.71K | Cut−$7.71K |
| CMG Global Holdings, LLC | 8.66K | $206.7K | −$4.94K | Cut−$4.94K |
| Hamrick Investment Counsel, llc | 8.64K | $206.2K | — | New |
| Kovack Advisors, Inc. | 8.62K | $206K | −$7.36K | Cut−$7.36K |
| Menard Financial Group LLC | 8.45K | $201.7K | −$7.52K | Cut−$2.54M |
Who left
- Diversify Advisory Services, LLC$32.9M
- Pasadena Private Wealth, LLC$24.6M
- NewEdge Advisors, LLC$16.9M
- SCOTIA CAPITAL INC.$5.54M
- 1248 Management, LLC$5.43M
- CMC Financial Group$4.5M
- Members Advisory Group LLC$3.37M
- Per Stirling Capital Management, LLC.$2.25M
- KINTRA WEALTH, LLC$1.72M
- IMC-Chicago, LLC$728.6K
- SIMPLEX TRADING, LLC$720.7K
- Tactive Advisors, LLC$632.6K
- ATX Financial Planning, LLC$595.9K
- CARY STREET PARTNERS FINANCIAL LLC$374.1K
- GK Wealth Management LLC$340.4K
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.