Stock
Reported value
$3.68B
Holders
464
+34 new · −25 exited
Holders’ est. mark
$50M
Price effect on 240 books still in the name
Largest holder
$347.2M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $1.32M
- Renaissance Technologies0.0% · $643.2K
- Citadel0.0% · $2.19M
- Fidelity0.0% · $3.37M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 3.89M | $347.2M | $4.47M | Added$32.3M |
| PNC Financial Services Group, Inc. | 3.67M | $327.7M | $4.59M | Cut−$11.5M |
| MORGAN STANLEY | 2.87M | $256.4M | $3.58M | Added$4.37M |
| Focus Partners Wealth | 2.59M | $231.2M | $3.22M | Added$4.03M |
| AMERIPRISE FINANCIAL INC | 1.92M | $171.5M | $2.23M | Added$15M |
| Creative Planning | 1.37M | $122.2M | $1.71M | Added$106.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.35M | $120.3M | $1.61M | Added$6.66M |
| UBS Group AG | 1.32M | $117.5M | $1.64M | Cut−$2.19M |
| BANK OF AMERICA CORP /DE/ | 1.21M | $108.2M | $1.43M | Added$7.6M |
| Trilogy Capital Inc. | 1.17M | $104.1M | $1.4M | Added$5.62M |
| Evercore Wealth Management, LLC | 1.05M | $93.5M | $1.29M | Added$2.42M |
| Cetera Investment Advisers | 1.01M | $90M | $1.19M | Added$6.18M |
| Clearstead Advisors, LLC | 976.3K | $87.2M | $1.22M | Cut−$5.48M |
| WELLS FARGO & COMPANY/MN | 804.5K | $71.9M | $873.6K | Added$10.3M |
| ENVESTNET ASSET MANAGEMENT INC | 734.8K | $65.6M | $918.5K | Cut−$382K |
| COMMONWEALTH EQUITY SERVICES, LLC | 595.3K | $53.2M | $741.8K | Added$912.5K |
| RAYMOND JAMES FINANCIAL INC | 595.1K | $53.2M | $743.9K | Added$457.8K |
| Waterway Wealth Management, LLC | 675.3K | $52.9M | $394.1K | Cut−$1.55M |
| OSAIC HOLDINGS, INC. | 511.9K | $45.7M | $630.5K | Added$1.3M |
| ROYAL BANK OF CANADA | 466.5K | $41.7M | $583.4K | Cut−$3.39M |
| CLG LLC | 431K | $38.5M | $538.7K | Added$308.2K |
| IAG Wealth Partners, LLC | 399.2K | $35.7M | $488.2K | Added$1.26M |
| Lee-Kelleher Wealth Management | 384.2K | $34.3M | $464.9K | Added$1.56M |
| GOLDMAN SACHS GROUP INC | 360.7K | $32.2M | $405.7K | Added$3.63M |
| Rockefeller Capital Management L.P. | 360.3K | $32.2M | $450.4K | Cut−$391.2K |
| LRI Investments, LLC | 332.8K | $29.7M | $416K | Added$310.3K |
| Stratos Wealth Partners, LTD. | 329.7K | $29.4M | $412.1K | Cut−$2.93M |
| Fox Financial, Inc | 313.4K | $28M | $389.3K | Added$572K |
| Private Advisor Group, LLC | 286K | $25.5M | $326.7K | Added$2.53M |
| Baird Financial Group, Inc. | 276.3K | $24.7M | $345.4K | Cut−$6.13M |
| FIDELIS iM, LLC | 265.8K | $23.7M | $332.2K | Added$162K |
| Fairway Wealth LLC | 262.9K | $23.5M | $327.4K | Cut−$1.09M |
| MAI Capital Management | 258.2K | $23.1M | $311.5K | Added$1.11M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 243.9K | $21.8M | $285.1K | Added$1.69M |
| Kestra Advisory Services, LLC | 243K | $21.7M | $249.6K | Added$4.12M |
| Corient Private Wealth LLC | 238.9K | $21.3M | $209.5K | Added$53K |
| NerdWallet Wealth Partners, LLC | 235K | $21M | $308.2K | Added$1.45M |
| D.A. DAVIDSON & CO. | 213.3K | $19.1M | $263.7K | Added$474.2K |
| Sanctuary Advisors, LLC | 209.8K | $18.7M | $253.7K | Added$865.8K |
| Revolve Wealth Partners, LLC | 197.3K | $17.6M | $246.6K | Cut−$1.07M |
| HighTower Advisors, LLC | 194.5K | $17.4M | $231.7K | Added$1.04M |
| Steward Partners Investment Advisory, LLC | 191.2K | $17.1M | $238.2K | Added$299.4K |
| JPMORGAN CHASE & CO | 187.4K | $16.4M | −$85.7K | Added$20.5K |
| truNorth Financial Services, Inc. | 144.4K | $12.9M | $173.5K | Added$671.6K |
| BLAIR WILLIAM & CO/IL | 131.3K | $11.7M | $147.7K | Added$1.31M |
| Arkadios Wealth Advisors | 126.1K | $11.3M | $23.6K | Added$9.6M |
| Advisors Preferred, LLC | 122.3K | $10.9M | $49.9K | Added$5.04M |
| United Advisor Group, LLC | 122K | $10.9M | $151.4K | Added$227.7K |
| Strategic Family Wealth Counselors, L.L.C. | 119.7K | $10.7M | $47.7K | Added$88K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116.7K | $10.5M | $4.66K | Cut−$3.61M |
| Concurrent Investment Advisors, LLC | 111K | $9.91M | $86.8K | Added$3.8M |
| Stratos Wealth Advisors, LLC | 108.2K | $9.67M | $135.3K | Added$85.4K |
| TopTier Wealth Management, LLC | 105.7K | $9.45M | $124.6K | Added$659.6K |
| Equitable Holdings, Inc. | 106.1K | $9.35M | $2.62K | Added$1.2M |
| Key Financial Inc | 95.5K | $8.53M | $118.3K | Added$199.4K |
| ASPIRIANT, LLC | 93.7K | $8.37M | $111.2K | Added$542.3K |
| MOLLER WEALTH PARTNERS | 92.1K | $8.22M | $111.1K | Added$393.3K |
| STIFEL FINANCIAL CORP | 91.1K | $8.14M | $113.4K | Added$12.2K |
| One Wealth Map LLC | 73.9K | $6.95M | $186.4K | Added$40.6K |
| FIRST AMERICAN TRUST, FSB | 72.2K | $6.45M | $90.2K | Cut−$4.31M |
| TRUIST FINANCIAL CORP | 68.1K | $6.08M | $85.1K | Cut−$61K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 66.8K | $5.97M | $68.3K | Added$1.16M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 66.2K | $5.91M | $82.1K | Added$126.6K |
| BROWN BROTHERS HARRIMAN & CO | 64.6K | $5.77M | $80.7K | Added$56K |
| 1900 WEALTH MANAGEMENT LLC | 62.5K | $5.59M | $78.1K | Added$79.2K |
| Centennial Wealth Advisory LLC | 62.3K | $5.56M | $35.6K | Added$3.05M |
| Graves Light Lenhart Wealth, Inc. | 61.5K | $5.49M | $76.9K | Added$39.9K |
| TOBIAS FINANCIAL ADVISORS, INC. | 61.4K | $5.49M | $76.8K | Cut−$405.1K |
| Koshinski Asset Management, Inc. | 59.8K | $5.34M | $74.4K | Added$97K |
| Gladstone Institutional Advisory LLC | 58.8K | $5.25M | $69.9K | Added$321.6K |
| Geneos Wealth Management Inc. | 58.7K | $5.25M | $72.1K | Added$164.7K |
| CAPTRUST FINANCIAL ADVISORS | 57.4K | $5.12M | $70.3K | Cut−$41.4K |
| Etesian Wealth Advisors, Inc. | 56.4K | $5.04M | $60.8K | Added$757K |
| Sigma Planning Corp | 54.3K | $4.85M | $66.9K | Added$9.41K |
| EP Wealth Advisors, LLC | 53.8K | $4.8M | $67.2K | Added$31.5K |
| FIFTH THIRD BANCORP | 53.1K | $4.75M | — | New |
| Clearwater Capital Advisors, LLC | 52.5K | $4.69M | $65.6K | Added$45.2K |
| Stenger Family Office, LLC | 50.6K | $4.52M | — | New |
| KINGSWOOD WEALTH ADVISORS, LLC | 50.5K | $4.52M | $63.2K | Added$29.5K |
| Circle Wealth Management, LLC | 49.4K | $4.41M | $61.7K | Added$61.7K |
| MidAtlantic Capital Management, Inc. | 46.6K | $4.17M | $55.9K | Added$228.9K |
| Cerity Partners LLC | 46.5K | $4.15M | $58.1K | Added$10.1K |
| Cresset Asset Management, LLC | 46.1K | $4.12M | $57.4K | Added$75.5K |
| Nadler Financial Group, Inc. | 43.4K | $3.88M | $54.3K | Cut−$213.6K |
| ASSETMARK, INC | 43K | $3.84M | $53.8K | Cut−$38.3K |
| Linscomb Wealth, Inc. | 42.3K | $3.78M | $52.9K | Cut−$298.8K |
| Wealthspire Advisors, LLC | 41.2K | $3.68M | $51.4K | Added$50.2K |
| True Link Financial Advisors, LLC | 38.6K | $3.45M | $48.3K | Added$48.3K |
| &PARTNERS | 38.3K | $3.42M | $37.8K | Added$925.7K |
| MML INVESTORS SERVICES, LLC | 38K | $3.4M | $47.6K | Cut−$358.9K |
| Avant Capital LLC | 37.8K | $3.37M | $47.2K | Cut−$137.3K |
| Fidelity | 37.7K | $3.37M | $45.6K | Added$154.1K |
| Meridian Financial Partners LLC | 37.2K | $3.34M | $2.23K | Cut−$6.84K |
| MATHER GROUP, LLC. | 32.1K | $2.87M | $40.1K | Added$40.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 31.4K | $2.8M | $37.5K | Added$158.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | 31.3K | $2.8M | $39.2K | Added$39.2K |
| CRA Financial Services, LLC | 31.1K | $2.78M | $38.9K | Added$30.8K |
| Lido Advisors, LLC | 30.9K | $2.76M | $69.4K | Added$72.6K |
| MISSION WEALTH MANAGEMENT, LP | 30.8K | $2.75M | $38.5K | Cut−$36.8K |
| Dickmeyer Boyce Financial Management, Inc. | 30.3K | $2.71M | — | Held |
| Allen Capital Group, LLC | 29.4K | $2.63M | $36.8K | Cut−$340.8K |
| Rollins Financial Advisors, LLC | 28.5K | $2.55M | $35.7K | Cut−$25.7K |
| Pinnacle Financial Partners, Inc. | 28.1K | $2.51M | $34.3K | Added$111.5K |
| PFG Advisors | 27.8K | $2.49M | $34.7K | Cut−$423K |
| Mariner, LLC | 27.8K | $2.48M | $34.8K | Added$30.3K |
| Qube Research & Technologies Ltd | 27.8K | $2.48M | $1.85K | Added$2.35M |
| Ashton Thomas Private Wealth, LLC | 27.3K | $2.43M | $34.1K | Added$33K |
| CoreCap Advisors, LLC | 26.9K | $2.41M | $31.7K | Added$154K |
| Chicago Partners Investment Group LLC | 25.3K | $2.36M | $87.8K | Added$92.9K |
| CITIGROUP INC | 26K | $2.32M | $30.1K | Added$206.8K |
| Ausdal Financial Partners, Inc. | 25.9K | $2.32M | $32.4K | Cut−$74.5K |
| JONES FINANCIAL COMPANIES LLLP | 25.1K | $2.2M | −$10.1K | Added$88.6K |
| Citadel | 24.5K | $2.19M | $30.6K | Cut−$1.92M |
| Farther Finance Advisors, LLC | 23.6K | $2.11M | $25.4K | Added$457.4K |
| UHLMANN PRICE SECURITIES, LLC | 23.3K | $2.08M | $29K | Added$36K |
| Team Financial Group, LLC | 22.5K | $2.01M | $28K | Added$41.3K |
| Kondo Wealth Advisors, Inc. | 22.4K | $2M | $28K | Cut−$135.7K |
| CULBERTSON A N & CO INC | 21.6K | $1.93M | $27K | Cut−$32.9K |
| Amplius Wealth Advisors, LLC | 21K | $1.88M | $25.3K | Added$97.3K |
| INSPIRION WEALTH ADVISORS, LLC | 20.2K | $1.8M | $25.1K | Added$32.6K |
| Wedmont Private Capital | 19.6K | $1.8M | $54.3K | Added$54.3K |
| Berger Financial Group, Inc | 19.8K | $1.77M | $24.9K | Added$10.8K |
| Resurgent Financial Advisors LLC | 19.7K | $1.76M | $24.6K | Added$26K |
| GSG Advisors LLC | 19.3K | $1.72M | — | New |
| Founders Financial Alliance, LLC | 19.2K | $1.72M | $24.1K | Cut−$46.5K |
| J.W. COLE ADVISORS, INC. | 18.8K | $1.68M | $1.22M | Added$1.27M |
| Rothschild Wealth LLC | 18.2K | $1.63M | $22.7K | Cut−$318.7K |
| WealthBridge Capital Management, LLC | 18.2K | $1.62M | $22.7K | Added$14.4K |
| KMG FIDUCIARY PARTNERS, LLC | 17.9K | $1.6M | $22.4K | Cut−$78.1K |
| Independent Wealth Network Inc. | 17.9K | $1.6M | $19.5K | Added$222.5K |
| HB Wealth Management, LLC | 17.7K | $1.58M | $22.1K | Added$22.1K |
| KPP Advisory Services LLC | 17.7K | $1.58M | $22.1K | Cut−$15K |
| Alta Wealth Advisors LLC | 17.4K | $1.56M | $21.8K | Added$21.8K |
| KCM INVESTMENT ADVISORS LLC | 17.3K | $1.54M | $21.6K | Added$27.9K |
| BlackRock, Inc. | 17.2K | $1.54M | $240 | Added$1.52M |
| WealthCare Investment Partners, LLC | 16.8K | $1.51M | $15.5K | Added$58.1K |
| Valeo Financial Advisors, LLC | 16.6K | $1.48M | $20.8K | Added$20.8K |
| Caliber Wealth Management, LLC / KS | 16.6K | $1.48M | $20.7K | Cut−$1.78M |
| OPPENHEIMER & CO INC | 16.4K | $1.47M | $20.5K | Cut−$134.4K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 16.2K | $1.45M | $19.3K | Added$92.1K |
| Cascade Financial Partners, LLC | 16.2K | $1.45M | $20.3K | Added$20.3K |
| Tranquility Partners, LLC | 16K | $1.43M | $18.8K | Added$108.6K |
| US BANCORP \DE\ | 15.7K | $1.41M | $19.7K | Cut−$37.2K |
| St. Clair Advisors, LLC | 15.7K | $1.4M | $19.6K | Added$15.2K |
| Savvy Advisors, Inc. | 15.5K | $1.38M | — | New |
| WealthPlan Investment Management, LLC | 15.1K | $1.35M | $9.31K | Added$690.6K |
| NORTHERN TRUST CORP | 15K | $1.34M | $18.8K | Added$18.8K |
| Icahn Capital | 14.8K | $1.32M | $14.8K | Added$282K |
| GARRISON POINT ADVISORS, LLC | 14.7K | $1.31M | $18.4K | Added$18.4K |
| Dorsey & Whitney Trust CO LLC | 14.4K | $1.29M | $18K | Added$18K |
| Parallel Advisors, LLC | 14.2K | $1.27M | $17.7K | Cut−$79.6K |
| PRIVATE TRUST CO NA | 14K | $1.25M | $17.5K | Cut−$108K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 14K | $1.25M | $17K | Added$49.1K |
| Vise Technologies, Inc. | 14K | $1.23M | $0 | Held |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 13.6K | $1.22M | $16.6K | Added$43.1K |
| HARBOUR INVESTMENTS, INC. | 13.6K | $1.22M | $6.26K | Added$778.5K |
| Platform Technology Partners | 13.6K | $1.21M | $17K | Added$17K |
| TigerOak Management, L.L.C. | 13.3K | $1.19M | $16.7K | Added$16.7K |
| BEACON FINANCIAL GROUP | 13.1K | $1.17M | $16.3K | Added$21.3K |
| Rodgers Brothers Inc. | 12.7K | $1.14M | $15.9K | Added$15.9K |
| CHOREO, LLC | 12.6K | $1.13M | $8.47K | Added$8.74K |
| Atria Investments, Inc | 12.5K | $1.11M | $15.6K | Cut−$158.7K |
| Asset One Wealth Management LLC | 11.9K | $1.1M | $17.3K | Cut−$4.62K |
| Hilltop Holdings Inc. | 12.3K | $1.1M | $15.3K | Cut−$729.4K |
| Operose Advisors LLC | 11.7K | $1.05M | $14.6K | Added$14.6K |
| CWM, LLC | 11.6K | $1.04M | $1.04M | Added$1.04M |
| Henderson Brothers Financial Partners, LLC | 11.6K | $1.04M | $7.21K | Added$527K |
| Integrated Wealth Concepts LLC | 11.5K | $1.03M | $3.46K | Added$780.4K |
| MCF Advisors LLC | 11.5K | $1.02M | $6.82K | Added$542.8K |
| RHUMBLINE ADVISERS | 11.4K | $1.01M | $14.2K | Cut−$1.49M |
| ZEVIN ASSET MANAGEMENT LLC | 11.3K | $1.01M | $14.1K | Added$14.1K |
| MONECO ADVISORS, LLC | 11.3K | $1.01M | $13.4K | Added$61.8K |
| High Net Worth Advisory Group LLC | 10.8K | $968.3K | $13.6K | Cut−$139.7K |
| Gateway Wealth Partners, LLC | 10.8K | $968.1K | $5.26K | Added$597.6K |
| Burk Holdings LLC | 10.8K | $964.8K | $13.5K | Added$13.5K |
| Hilltop Partners LLC | 10.7K | $954.6K | $13.4K | Added$13.4K |
| Dynamic Advisor Solutions LLC | 10.5K | $940.6K | $13.2K | Cut−$50.7K |
| BANTAMAC CAPITAL, LLC | 10.5K | $937.4K | $13.1K | Added$13.6K |
| Well Done, LLC | 10.1K | $903.5K | $12.6K | Added$12.6K |
| Bank of New York Mellon Corp | 10.1K | $897.9K | $12.6K | Cut−$5.02M |
| Harpswell Capital Advisors, LLC | 10K | $893.3K | $12.5K | Added$12.5K |
| Kovack Advisors, Inc. | 9.71K | $868.3K | $12.7K | Added$7.46K |
| Western Wealth Management, LLC | 9.65K | $862.5K | $12.1K | Cut−$10K |
| Merit Financial Group, LLC | 9.55K | $852.9K | $11.8K | Cut−$2.43K |
| HighPoint Advisor Group LLC | 9.54K | $852.7K | $10.6K | Added$104K |
| PRINCIPAL SECURITIES, INC. | 9.44K | $842.9K | $11.6K | Added$27.6K |
| Mesirow Financial Investment Management, Inc. | 9.42K | $841.6K | $11.8K | Added$13.5K |
| PFG Investments, LLC | 9.25K | $826.1K | $11.5K | Added$19.7K |
| RWA WEALTH PARTNERS, LLC | 9.22K | $823.4K | $11.5K | Added$11.5K |
| Newbridge Financial Services Group, Inc. | 9.14K | $816.1K | $11.4K | Added$5.56K |
| 626 Financial, LLC | 8.98K | $802.3K | $11.2K | Cut−$50.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8.92K | $797.1K | $4.66K | Added$468.4K |
| Summit Financial, LLC | 8.7K | $777.4K | $10.9K | Added$10.7K |
| M&T Bank Corp | 8.66K | $774K | $10.8K | Cut−$33.4K |
| Laird Norton Wetherby Trust Company, LLC | 8.56K | $764.5K | $10.7K | Cut−$11.7K |
| Kaydan Wealth Management, Inc. | 8.53K | $761.9K | $10.6K | Added$13K |
| Capital Advisors Wealth Management, LLC | 8.51K | $760.1K | $10.6K | Added$3.23K |
| NATIONAL BANK OF CANADA /FI/ | 8.46K | $755.7K | $10.9K | Cut−$10.2K |
| COMPASS CAPITAL MANAGEMENT, INC | 8.36K | $746.8K | — | New |
| COZAD ASSET MANAGEMENT INC | 8.34K | $744.7K | $10.5K | Added$8.43K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8.33K | $744.3K | $810 | Added$687.2K |
| RFG Advisory, LLC | 8.27K | $738.5K | $10.3K | Cut−$9.84M |
| Fifth Third Securities, Inc. | 8.24K | $736K | $10.1K | Added$26.2K |
| NBC SECURITIES, INC. | 8.03K | $717.5K | $3.24K | Added$489.2K |
| NOESIS CAPITAL MANGEMENT CORP | 8K | $714.6K | $10K | Added$10K |
| BROWN ADVISORY INC | 7.9K | $705.4K | $9.87K | Cut−$89.6K |
| Imprint Wealth LLC | 7.83K | $699.7K | $5.88K | Added$285K |
| Haverford Trust Co | 7.8K | $697K | $9.75K | Added$9.75K |
| Sequoia Financial Advisors, LLC | 7.77K | $693.7K | $9.71K | Cut−$5.62K |
| NewEdge Wealth, LLC | 7.75K | $692.3K | $9.69K | Cut−$16.7K |
| SUMMIT WEALTH GROUP LLC / CO | 7.7K | $687.8K | $9.6K | Added$11.7K |
| IHT Wealth Management, LLC | 7.7K | $687.5K | $9.5K | Added$12.4K |
| Fisher Asset Management, LLC | 7.64K | $682.6K | — | New |
| HBK Sorce Advisory LLC | 7.21K | $678K | $5.52K | Added$5.52K |
| Glen Eagle Advisors, LLC | 7.58K | $677.2K | $9.46K | Added$10.4K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 7.47K | $667K | $9.3K | Cut−$23K |
| Lutz Financial Services LLC | 7.46K | $666K | $9.32K | Added$9.32K |
| Live Oak Investment Partners | 7.36K | $657.8K | $8.28K | Added$74.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7.36K | $657.7K | $9.93K | Cut−$58.3K |
| Post Resch Tallon Group Inc. | 7.26K | $650.7K | $10.7K | Added$19.6K |
| Renaissance Technologies | 7.2K | $643.2K | $6.13K | Added$211.6K |
| BENEDICT FINANCIAL ADVISORS INC | 7.18K | $641.7K | $8.98K | Cut−$68.5K |
| Team Hewins, LLC | 7.13K | $636.7K | $8.91K | Added$8.91K |
| Focus Partners Advisor Solutions, LLC | 7.03K | $628.1K | $8.86K | Added$4.8K |
| EverSource Wealth Advisors, LLC | 7.02K | $627K | $8.77K | Cut−$56.4K |
| SHP Wealth Management | 6.79K | $606.4K | $8.4K | Added$14.7K |
| Valmark Advisers, Inc. | 6.71K | $599.2K | $7.23K | Added$89.6K |
| AE Wealth Management LLC | 6.66K | $594.9K | $8.2K | Added$19.7K |
| Grandview Asset Management LLC | 6.66K | $594.6K | $8.38K | Cut−$3.51K |
| WHITTIER TRUST CO OF NEVADA INC | 6.58K | $591.7K | $2.57K | Added$2.57K |
| Stonebridge Financial Group, LLC | 6.61K | $590.3K | $8.26K | Added$8.26K |
| Fiduciary Group, LLC | 6.61K | $590.2K | $8.26K | Added$8.26K |
| Quantinno Capital Management LP | 6.46K | $577.6K | $7.61K | Added$41.1K |
| Perigon Wealth Management, LLC | 6.39K | $570.6K | $7.99K | Added$7.99K |
| HOWARD BAILEY SECURITIES, LLC | 6.38K | $570.3K | $7.95K | Added$5.13K |
| Frazier Financial Advisors, LLC | 6.25K | $558.8K | $7.79K | Added$9.93K |
| Element Wealth, LLC | 6.22K | $555.5K | $7.77K | Added$6.63K |
| HERITAGE OAK WEALTH ADVISORS LLC | 6.08K | $542.7K | $6.7K | Added$70.6K |
| Wealthcare Advisory Partners LLC | 6.07K | $541.8K | $7.53K | Added$8.51K |
| Modera Wealth Management, LLC | 6.06K | $541.1K | $7.57K | Added$7.57K |
| Avidian Wealth Enterprises, LLC | 6.04K | $539.6K | — | New |
| Powers Advisory Group, LLC | 5.93K | $530K | $7.44K | Added$9.59K |
| Impact Capital Partners LLC | 5.83K | $521.2K | — | New |
| CIBC Bancorp USA Inc. | 5.81K | $518.8K | — | Held |
| LS Investment Advisors, LLC | 5.8K | $518.1K | $7.25K | Added$7.25K |
| Associated Banc-Corp | 5.76K | $514.2K | $7.2K | Added$7.2K |
| Moisand Fitzgerald Tamayo, LLC | 5.66K | $506K | $7.08K | Added$7.08K |
| MIDLAND WEALTH ADVISORS, LLC | 5.57K | $497.8K | $6.97K | Cut−$22.9K |
| STALEY CAPITAL ADVISERS INC | 5.54K | $494.9K | $6.94K | Cut−$74.3K |
| Empirical Asset Management, LLC | 5.51K | $491.9K | $6.88K | Added$6.88K |
Who left
- Redhawk Wealth Advisors, Inc.$6.87M
- IFG Advisory, LLC$4.15M
- FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$2.48M
- Engineers Gate Manager LP$589.4K
- American Trust$535.4K
- Collaborative Wealth Managment Inc.$533.5K
- WESBANCO BANK INC$434.9K
- Y-Intercept (Hong Kong) Ltd$427.6K
- TruNorth Capital Management, LLC$427.5K
- FOUNDERS FINANCIAL SECURITIES LLC$371.9K
- MILLENNIUM MANAGEMENT LLC$361.6K
- Carnegie Investment Counsel$342.7K
- NOVUS ADVISORS, LLC$311.5K
- CERTUITY, LLC$309.9K
- Berkshire Money Management, Inc.$308.3K
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.