Stock
Reported value
$2.62B
Holders
669
+55 new · −47 exited
Holders’ est. mark
$160.5M
Price effect on 241 books still in the name
Largest holder
$240.3M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $1.15M
- Fidelity0.0% · $3.7M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.21M | $240.3M | $15M | Added$28.3M |
| BANK OF AMERICA CORP /DE/ | 1.04M | $206.5M | $13.2M | Added$20.8M |
| LPL Financial LLC | 894.1K | $177.2M | $11.7M | Added$11.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 713.1K | $141.3M | $8.9M | Added$15.6M |
| Beacon Capital Management, Inc. | 523K | $103.6M | $6.85M | Cut−$725K |
| WELLS FARGO & COMPANY/MN | 522.2K | $103.5M | $5.25M | Added$29.3M |
| ENVESTNET ASSET MANAGEMENT INC | 482.8K | $95.7M | $6.02M | Added$10.6M |
| Empower Advisory Group, LLC | 382.5K | $75.8M | $5.01M | Cut−$396K |
| UBS Group AG | 361.5K | $71.6M | $4.51M | Added$7.88M |
| OSAIC HOLDINGS, INC. | 316.7K | $62.8M | $3.04M | Added$20.1M |
| AMERIPRISE FINANCIAL INC | 313.6K | $62.1M | $4M | Cut−$1.11M |
| RAYMOND JAMES FINANCIAL INC | 279.1K | $55.3M | $2.88M | Added$14.7M |
| PGIM Custom Harvest LLC | 213.3K | $42.3M | $2.77M | Added$3.1M |
| Rockefeller Capital Management L.P. | 206.5K | $40.9M | $2.66M | Added$3.3M |
| Cetera Investment Advisers | 188K | $37.3M | $2.43M | Added$2.95M |
| ROYAL BANK OF CANADA | 182.6K | $36.2M | $2.39M | Cut−$3.04M |
| COMMONWEALTH EQUITY SERVICES, LLC | 182.1K | $36.1M | $2.38M | Added$1.98M |
| CAPTRUST FINANCIAL ADVISORS | 160.6K | $31.8M | $2.1M | Cut−$10.2M |
| Ameritas Advisory Services, LLC | 114.7K | $22.7M | $1.5M | Added$129.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 106.7K | $21.2M | $1.36M | Added$1.97M |
| Nan Shan Life Insurance Co., Ltd. | 106K | $21M | — | New |
| STIFEL FINANCIAL CORP | 102K | $20.2M | $1.34M | Added$644.5K |
| Corient Private Wealth LLC | 101.8K | $20.1M | $1.28M | Added$631.9K |
| MML INVESTORS SERVICES, LLC | 98.3K | $19.5M | $1.29M | Added$396.7K |
| JPMORGAN CHASE & CO | 98K | $19.4M | $1.13M | Added$3.46M |
| Hamilton Wealth, LLC | 95.4K | $18.9M | $374.4K | Added$13.6M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 91.1K | $18M | $1.19M | Added$802.6K |
| Allied Investment Advisors, LLC | 89.6K | $17.8M | $1.16M | Added$1.41M |
| Unconventional Investor, LLC | 79.4K | $15.7M | $1.04M | Added$903.6K |
| SWAN Capital LLC | 73.4K | $14.6M | $812.4K | Added$3.08M |
| Lido Advisors, LLC | 73.1K | $14.5M | $778.4K | Added$1.32M |
| Nelson Capital Management, LLC | 61.5K | $12.2M | $804.4K | Added$824K |
| Cerity Partners LLC | 60.5K | $12M | $783.6K | Added$918.1K |
| BLAIR WILLIAM & CO/IL | 58.6K | $11.6M | $752K | Added$996.9K |
| PNC Financial Services Group, Inc. | 56.6K | $11.2M | $737.1K | Added$792K |
| HighTower Advisors, LLC | 55.6K | $11M | $681.1K | Added$1.4M |
| American Investment Services, Inc. | 53.3K | $10.6M | $697.7K | Added$577.5K |
| Pallas Capital Advisors LLC | 52.5K | $10.4M | $687.2K | Cut−$86.3K |
| TRUIST FINANCIAL CORP | 52K | $10.3M | $660.1K | Added$989.4K |
| Private Advisor Group, LLC | 51.4K | $10.2M | $673.1K | Cut−$1.24M |
| HARBOUR INVESTMENTS, INC. | 48.9K | $9.68M | $360.8K | Added$4.59M |
| Goldstone Financial Group, LLC | 48.5K | $9.62M | $635.9K | Added$118.5K |
| David Kennon Inc | 44.2K | $8.75M | $503.2K | Added$1.65M |
| McIlrath & Eck, LLC | 42.7K | $8.47M | $553.4K | Added$648.3K |
| Greenline Partners, LLC | 42.6K | $8.44M | $532K | Added$922.5K |
| Mariner, LLC | 41.2K | $8.16M | $281.3K | Added$4.19M |
| Quadrature Capital Ltd | 41.2K | $8.15M | $539.2K | Cut−$6.58M |
| JONES FINANCIAL COMPANIES LLLP | 38.5K | $7.57M | $345.1K | Added$2.18M |
| MERCER GLOBAL ADVISORS INC /ADV | 36.8K | $7.29M | $390.6K | Added$1.78M |
| Kestra Advisory Services, LLC | 36.6K | $7.25M | $341.1K | Added$2.44M |
| EXCHANGE TRADED CONCEPTS, LLC | 36.6K | $7.25M | $479.4K | Added$406.3K |
| Richmond Brothers, Inc. | 35.9K | $7.12M | $470.6K | Added$328.2K |
| KCM INVESTMENT ADVISORS LLC | 35.6K | $7.06M | $466.9K | Added$287.1K |
| Creative Planning | 33K | $6.53M | $398.7K | Added$895.8K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 32.2K | $6.38M | $400.4K | Added$724.5K |
| Bryn Mawr Trust Advisors, LLC | 31.8K | $6.31M | $417K | Added$279.7K |
| Farther Finance Advisors, LLC | 30.5K | $6.07M | $405K | Added$690.5K |
| Porter White Investment Advisors, Inc. | 28.6K | $5.67M | $374.7K | Added$343.6K |
| Beacon Pointe Advisors, LLC | 28.2K | $5.59M | $345.8K | Added$709K |
| Apollon Financial, LLC | 27.1K | $5.37M | $312.4K | Added$953.4K |
| BARD ASSOCIATES INC | 26.8K | $5.32M | $351.7K | Added$344.1K |
| Dakota Wealth Management | 26.5K | $5.25M | $346.8K | Added$285.4K |
| NOMURA ASSET MANAGEMENT CO LTD | 26K | $5.15M | $340.6K | Cut−$1.68M |
| Integrated Wealth Concepts LLC | 25.9K | $5.13M | $291.7K | Added$1.01M |
| Moss Adams Wealth Advisors LLC | 25.6K | $5.07M | $335K | Added$320.9K |
| Visionary Wealth Advisors | 24.6K | $4.88M | $322.3K | Added$312.1K |
| New England Private Wealth Advisors LLC | 24.4K | $4.83M | $316.9K | Added$348.2K |
| MRA Advisory Group | 24.3K | $4.82M | $288.3K | Added$745.6K |
| Venturi Wealth Management, LLC | 23.8K | $4.71M | $311.5K | Added$311.5K |
| Mittelman Wealth Management | 23.4K | $4.63M | $272.7K | Added$782.3K |
| CWM, LLC | 23K | $4.56M | $4.56M | Added$4.56M |
| Atria Investments, Inc | 22.6K | $4.49M | $296.7K | Added$177.9K |
| FIFTH THIRD BANCORP | 22.1K | $4.37M | $180.3K | Added$1.82M |
| Legacy Financial Group LLC | 22K | $4.37M | $231.4K | Added$500.8K |
| GOLDMAN SACHS GROUP INC | 21.1K | $4.19M | $277K | Cut−$4.38M |
| Wilmington Savings Fund Society, FSB | 20.2K | $4M | $264.4K | Added$264.4K |
| DMKC Advisory Services, LLC | 19.9K | $3.94M | $258.8K | Added$288.2K |
| J.W. COLE ADVISORS, INC. | 19.9K | $3.94M | $367.3K | Added$433.3K |
| U.S. Capital Wealth Advisors, LLC | 19.8K | $3.93M | $186.3K | Added$1.3M |
| Tranquilli Financial Advisor LLC | 19.8K | $3.91M | $258.8K | Added$255.9K |
| M&T Bank Corp | 19.7K | $3.9M | $258.1K | Cut−$239.3K |
| TD Waterhouse Canada Inc. | 19.3K | $3.84M | $279 | Added$3.83M |
| Reality Financial Planning Services, LLC | 19K | $3.77M | $230.4K | Added$516.5K |
| Pathstone Holdings, LLC | 19K | $3.76M | $248.3K | Added$225.3K |
| Sterling Investment Advisors, Ltd. | 18.8K | $3.73M | $246.7K | Added$218.9K |
| White Lighthouse Investment Management Inc. | 18.7K | $3.71M | $244.7K | Added$254.7K |
| Fidelity | 18.7K | $3.7M | $188.3K | Added$1.04M |
| Capital Investment Advisory Services, LLC | 18.5K | $3.67M | $232.4K | Added$389.9K |
| Strengthening Families & Communities, LLC | 18.5K | $3.66M | $239.2K | Added$285.5K |
| Ariston Services Group | 0 | $3.59M | — | Added$242.3K |
| O'ROURKE & COMPANY, Inc | 17.3K | $3.43M | $219.1K | Added$335.8K |
| Quantinno Capital Management LP | 17.1K | $3.39M | $215K | Added$348.4K |
| Praetorian Wealth Management, Inc. | 16.5K | $3.33M | $257.5K | Added$535.3K |
| Wealthspire Advisors, LLC | 16.6K | $3.29M | $217.8K | Added$213.6K |
| Royal Fund Management, LLC | 16.6K | $3.29M | $198.8K | Added$485K |
| Pinnacle Wealth Management Group, Inc. | 16.5K | $3.27M | $200.2K | Added$442.9K |
| Arete Wealth Advisors, LLC | 16.3K | $3.22M | $292.6K | Added$3.22M |
| FFG RETIREMENT ADVISORS LLC | 16.2K | $3.21M | $182.5K | Added$632.1K |
| Comprehensive Money Management Services LLC | 16.1K | $3.2M | $211.4K | Added$150.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.1K | $3.18M | $210.4K | Added$213.1K |
| Summit Financial, LLC | 15.3K | $3.03M | $169.9K | Added$629K |
| Madden Advisory Services, Inc. | 15.3K | $3.03M | $183.5K | Added$435.5K |
| Banque Cantonale Vaudoise | 15.2K | $3.02M | $199K | Added$199K |
| MGO ONE SEVEN LLC | 15.2K | $3.01M | $179.4K | Added$476.4K |
| &PARTNERS | 15.1K | $2.99M | $185.1K | Added$375.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15K | $2.97M | $183.7K | Added$354K |
| Western Wealth Management, LLC | 14.8K | $2.94M | $194.4K | Cut−$25.2K |
| Glassy Mountain Advisors, Inc. | 14.8K | $2.93M | $185.4K | Added$304.9K |
| Blueprint Investment Partners LLC | 14.4K | $2.85M | $184.9K | Added$232.6K |
| CacheTech Inc. | 14.3K | $2.83M | $187.4K | Added$161.7K |
| Adams Wealth Management | 14.3K | $2.83M | $187.4K | Added$161.7K |
| Blueprint Financial Advisors LLC | 14.3K | $2.83M | $184.2K | Added$231.7K |
| Dougherty & Associates, LLC | 14.3K | $2.83M | $166.9K | Added$467.9K |
| Waverly Advisors, LLC | 14.2K | $2.82M | $183.3K | Added$228.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.7K | $2.74M | $187.9K | Cut−$1.47M |
| IFP Advisors, Inc | 13.3K | $2.64M | $71.6K | Added$1.63M |
| Equitable Holdings, Inc. | 14.2K | $2.64M | $10.8K | Added$771.6K |
| Strategic Investment Solutions, Inc. /IL | 13.3K | $2.63M | $129K | Added$804.5K |
| MassMutual Private Wealth & Trust, FSB | 13.2K | $2.62M | $173.4K | Added$124.6K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 12.9K | $2.56M | $2.56M | Added$2.56M |
| Kinloch Capital, LLC | 12.8K | $2.55M | — | New |
| BlackRock, Inc. | 12.5K | $2.48M | $158.9K | Added$235.5K |
| Raab & Moskowitz Asset Management LLC | 12.4K | $2.45M | $162K | Added$48.9K |
| Brookstone Capital Management | 12.3K | $2.43M | $151.2K | Added$298.8K |
| WBH ADVISORY INC | 12K | $2.38M | $166.9K | Cut−$127.5K |
| Focus Partners Wealth | 11.9K | $2.37M | $150.8K | Added$236.2K |
| Bigelow Investment Advisors, LLC | 11.7K | $2.31M | $153K | Cut−$126.2K |
| Retireful, LLC | 11.4K | $2.27M | — | New |
| Joel Isaacson & Co., LLC | 11.4K | $2.26M | $149.5K | Added$152.3K |
| FLAGSTAR ADVISORS INC | 11.3K | $2.25M | $148.6K | Added$18.3K |
| ALTFEST L J & CO INC | 11.2K | $2.21M | $146.1K | Cut−$343.7K |
| Fifth Third Securities, Inc. | 11.2K | $2.21M | $146.2K | Added$1.36K |
| Fiduciary Trust Co | 11.1K | $2.2M | $145.2K | Added$61.2K |
| CoreCap Advisors, LLC | 10.7K | $2.12M | $126.2K | Added$342K |
| Stratos Wealth Partners, LTD. | 10.7K | $2.12M | $140.4K | Added$73.8K |
| Guidance Point Advisors, LLC | 10.6K | $2.11M | $137K | Added$175.5K |
| Castle Rock Wealth Management, LLC | 10.3K | $2.06M | $130.3K | Added$128.2K |
| Retirement Planning Group, LLC | 10.4K | $2.06M | $136K | Added$113.4K |
| Accel Wealth Management | 10.4K | $2.05M | $127K | Added$258K |
| OneDigital Investment Advisors LLC | 10.3K | $2.03M | $134.3K | Added$123.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 10.2K | $2.02M | $31K | Added$1.59M |
| Sigma Planning Corp | 9.84K | $1.95M | $854.5K | Cut−$1.25M |
| StoneX Group Inc. | 9.74K | $1.93M | $114.6K | Added$310.9K |
| Steward Partners Investment Advisory, LLC | 9.64K | $1.91M | $118.9K | Added$229.7K |
| Compass Ion Advisors, LLC | 9.49K | $1.88M | $124.3K | Added$77.1K |
| Sharper & Granite LLC | 9.08K | $1.8M | $112K | Added$216.8K |
| Glass Jacobson Investment Advisors llc | 8.77K | $1.74M | $101.7K | Added$301.6K |
| CALTON & ASSOCIATES, INC. | 8.76K | $1.74M | $108.9K | Added$200.2K |
| Hershey Financial Advisers, LLC | 8.71K | $1.72M | $114.1K | Cut−$44K |
| AlphaCore Capital LLC | 8.58K | $1.7M | $112.4K | Cut−$99.4K |
| PRINCIPAL SECURITIES, INC. | 8.45K | $1.67M | $102.4K | Added$226K |
| Trinity Legacy Partners, LLC | 8.25K | $1.66M | $122.1K | Added$233K |
| Calder Financial LLC | 8.23K | $1.64M | $110.6K | Added$169.5K |
| World Investment Advisors | 8.18K | $1.62M | $103.1K | Added$163.1K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 8.15K | $1.62M | $101K | Added$188.2K |
| Sovereign Financial Group, Inc. | 8.1K | $1.6M | $106.1K | Added$108.3K |
| KENNEDY INVESTMENT GROUP | 7.95K | $1.57M | $100.6K | Added$153.5K |
| STAPP WEALTH MANAGEMENT, PLLC | 7.83K | $1.55M | $102.6K | Cut−$133K |
| CENTRAL TRUST Co | 7.76K | $1.54M | $101.6K | Added$55.4K |
| OLD SECOND NATIONAL BANK OF AURORA | 7.72K | $1.53M | $101.1K | Added$51K |
| Connecticut Wealth Management, LLC | 7.72K | $1.53M | $101.1K | Cut−$493.7K |
| NORTHERN TRUST CORP | 7.7K | $1.53M | $100.9K | Added$29.5K |
| Curran Financial Partners, LLC | 7.68K | $1.52M | $100.6K | Cut−$79.3K |
| Heritage Trust Co | 7.66K | $1.52M | $100.4K | Added$95K |
| Carl P. Sherr & Co., LLC | 7.6K | $1.51M | $77.2K | Added$52.4K |
| Independent Family Office, LLC | 7.45K | $1.48M | $97.6K | Added$97.6K |
| ASSETMARK, INC | 7.27K | $1.44M | $95.3K | Cut−$245K |
| Joule Financial, LLC | 7.25K | $1.44M | $95.1K | Added$95.5K |
| Wall Street Financial Group, Inc. | 7.22K | $1.43M | $94.9K | Cut−$53.8K |
| BAILARD, INC. | 7.2K | $1.43M | $94.3K | Added$52.1K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 7.13K | $1.41M | $88.8K | Added$157.5K |
| Glen Eagle Advisors, LLC | 7.13K | $1.41M | $92.9K | Added$100.6K |
| Wealthfront Advisers LLC | 7.12K | $1.41M | $93.2K | Cut−$186.9K |
| JOHNSON INVESTMENT COUNSEL INC | 6.93K | $1.37M | $90.7K | Cut−$486.6K |
| Bluesphere Advisors LLC | 6.91K | $1.37M | $90.6K | Added$47.3K |
| Anchor Investment Management, LLC | 6.81K | $1.35M | $78.6K | Added$241.1K |
| OPPENHEIMER & CO INC | 6.79K | $1.34M | $67.7K | Added$388.1K |
| City State Bank | 6.77K | $1.34M | $85.6K | Added$132.2K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 6.46K | $1.28M | $84.6K | Cut−$100.4K |
| Charter Oak Capital Management, LLC | 6.25K | $1.24M | $81.9K | Added$48.2K |
| Allworth Financial LP | 6.15K | $1.22M | $80.5K | Added$50.2K |
| Piscataqua Savings Bank | 6.06K | $1.2M | $79.4K | Added$79.4K |
| Baker Ellis Asset Management LLC | 6.03K | $1.19M | $79K | Added$79K |
| McMillan Office, Inc. | 6K | $1.19M | $78.6K | Added$78.6K |
| Sequoia Financial Advisors, LLC | 6K | $1.19M | $78K | Added$86.1K |
| Sulzberger Capital Advisors, Inc. | 5.99K | $1.19M | $76.5K | Added$108.4K |
| Novak & Powell Financial Services, Inc. | 5.95K | $1.18M | $78K | Added$78K |
| RFG Advisory, LLC | 5.93K | $1.18M | $68.2K | Added$211.3K |
| North Forty Two & Co. | 5.92K | $1.17M | $77.6K | Added$63.7K |
| Maltin Wealth Management, Inc. | 5.87K | $1.16M | $65.7K | Added$235.5K |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 5.76K | $1.15M | $84.4K | Added$18K |
| Renaissance Technologies | 5.8K | $1.15M | — | New |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5.79K | $1.15M | $75.9K | Added$55.9K |
| SAX WEALTH ADVISORS, LLC | 6.2K | $1.15M | $0 | Held |
| Bonfire Financial | 5.75K | $1.14M | $75.1K | Cut−$149.1K |
| Advisory Services Network, LLC | 5.7K | $1.13M | $74.6K | Added$67.8K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5.69K | $1.13M | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5.65K | $1.12M | $43.3K | Added$548.5K |
| Altiora Financial Group, LLC | 5.65K | $1.12M | $74K | Added$74K |
| CITIGROUP INC | 5.59K | $1.11M | $73.2K | Added$18.1K |
| PFG Advisors | 5.58K | $1.11M | $68.3K | Added$142.4K |
| Tranquility Partners, LLC | 5.57K | $1.08M | $46.2K | Added$50.2K |
| First Bancorp, Inc /ME/ | 5.43K | $1.08M | $71.1K | Added$71.1K |
| Focus Financial Network, Inc. | 5.41K | $1.07M | $59.1K | Added$237.9K |
| DAVENPORT & Co LLC | 5.36K | $1.06M | $70.2K | Cut−$70.4K |
| CARY STREET PARTNERS FINANCIAL LLC | 5.29K | $1.05M | $69.3K | Cut−$34.4K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 5.22K | $1.03M | $68.4K | Added$63.9K |
| NewEdge Wealth, LLC | 5.19K | $1.03M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.18K | $1.03M | $67.8K | Added$24.5K |
| Wealthspire Retirement, LLC | 5.13K | $1.02M | $63.6K | Added$118.1K |
| SAXON INTERESTS, INC. | 5.11K | $1.01M | $67K | Cut−$297.5K |
| Gibraltar Capital Management, Inc. | 5.11K | $1.01M | $66.9K | Added$66.9K |
| American Trust | 5.09K | $1.01M | $49.4K | Added$310.3K |
| ROTHSCHILD INVESTMENT LLC | 5.09K | $1.01M | $66.7K | Added$66.9K |
| Camelot Portfolios, LLC | 5.07K | $1.01M | $66.5K | Added$49.8K |
| Mutual Advisors, LLC | 5.03K | $996.8K | $65.8K | Cut−$555.3K |
| Institute for Wealth Management, LLC. | 5.03K | $996.3K | $56.7K | Added$194.8K |
| Navis Wealth Advisors, LLC | 5K | $990.7K | $65.5K | Added$65.5K |
| Ignite Planners, LLC | 4.9K | $980.3K | $54.1K | Added$142.3K |
| Spire Wealth Management | 4.91K | $973.4K | $64.5K | Added$50.8K |
| Tudor Financial Inc. | 4.91K | $971.9K | $61.7K | Added$100.7K |
| SBI Securities Co., Ltd. | 4.85K | $961.4K | $63.6K | Added$25.4K |
| Founders Financial Alliance, LLC | 4.83K | $957.4K | $63.1K | Added$68K |
| Merit Financial Group, LLC | 4.8K | $951.2K | $59.6K | Added$108.2K |
| Fort Sheridan Advisors LLC | 4.72K | $935K | — | New |
| SWEENEY & MICHEL, LLC | 4.67K | $934.5K | $32.6K | Added$33.2K |
| First Heartland Consultants, Inc. | 4.71K | $932.3K | $52.4K | Added$193.1K |
| V2 Financial group LLC | 4.7K | $931.3K | $61.6K | Added$61.6K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 4.57K | $905.9K | $55.9K | Added$116.7K |
| Valeo Financial Advisors, LLC | 4.57K | $904.9K | $58.3K | Added$82K |
| NEUBERGER BERMAN GROUP LLC | 4.54K | $899.8K | $59.5K | Cut−$13.9K |
| CHOREO, LLC | 4.54K | $899.3K | $51.3K | Added$99.4K |
| HANCOCK WHITNEY CORP | 4.43K | $897.4K | $77.3K | Added$75.5K |
| Concurrent Investment Advisors, LLC | 4.51K | $893.6K | $53.7K | Added$134.3K |
| Crusonia Wealth Advisors LLC | 4.49K | $889.4K | $56.2K | Added$94.5K |
| McAdam, LLC | 4.42K | $876.6K | $53.9K | Added$116.5K |
| Compound Planning, Inc. | 4.41K | $874K | $57.8K | Cut−$76.2K |
| Choate Investment Advisors | 4.38K | $868.2K | $57.4K | Added$57.4K |
| Prime Capital Investment Advisors, LLC | 4.31K | $854.8K | $56.6K | Added$45.1K |
| Brookwood Investment Group LLC | 4.31K | $854K | $56.5K | Added$29.1K |
| Arkadios Wealth Advisors | 4.27K | $846K | $56K | Added$55.3K |
| IHT Wealth Management, LLC | 4.27K | $845.9K | $54.8K | Added$68.8K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 4.26K | $844.1K | $50.1K | Added$136.3K |
| Advisors Capital Management, LLC | 4.25K | $843.1K | $50.6K | Added$128.9K |
| Independent Advisor Alliance | 4.22K | $836.8K | — | New |
| Sanctuary Advisors, LLC | 4.22K | $836.2K | $55.4K | Cut−$95.4K |
| CreativeOne Wealth, LLC | 4.2K | $831.6K | $55K | Cut−$135K |
| Christensen, King & Associates Investment Services, Inc. | 4.17K | $827K | $50.2K | Added$117.8K |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 4.11K | $813.9K | $53.8K | Added$53.8K |
| Meridian Wealth Management, LLC | 4.09K | $811K | $53.6K | Added$42.5K |
Who left
- Stratos Wealth Advisors, LLC$7.58M
- Proficio Capital Partners LLC$5.99M
- IFG Advisory, LLC$5.11M
- NewEdge Advisors, LLC$2.69M
- Citadel$2.54M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$1.85M
- Jump Financial, LLC$1.39M
- GTS SECURITIES LLC$1.26M
- JANE STREET GROUP, LLC$1.2M
- ELEVATION POINT WEALTH PARTNERS, LLC$996.7K
- Stillwater Wealth Management Group$800.5K
- Tower Research Capital LLC (TRC)$745.5K
- Axiom Financial Strategies, LLC$617.5K
- FIRST AMERICAN BANK$545.9K
- FLPUTNAM INVESTMENT MANAGEMENT CO$451.9K
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.