Stock
Reported value
$2.41B
Holders
348
+30 new · −24 exited
Holders’ est. mark
$157.1M
Price effect on 236 books still in the name
Largest holder
$489.9M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $2.48M
- Icahn Capital0.0% · $409.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 9.86M | $489.9M | $26.6M | Added$72.3M |
| BANK OF AMERICA CORP /DE/ | 7.1M | $352.8M | $17.7M | Added$75.6M |
| WELLS FARGO & COMPANY/MN | 3.23M | $160.3M | $9.04M | Added$18.5M |
| LPL Financial LLC | 2.24M | $111.3M | $6.67M | Added$5.44M |
| Creative Planning | 2.17M | $107.6M | $6.32M | Added$8.56M |
| UBS Group AG | 1.97M | $97.8M | $5.71M | Added$8.23M |
| Kestra Investment Management, LLC | 1.91M | $94.9M | $3.6M | Added$38.5M |
| AMERIPRISE FINANCIAL INC | 1.8M | $89.5M | $5.37M | Cut−$12M |
| ENVESTNET ASSET MANAGEMENT INC | 1.37M | $67.9M | $3.34M | Added$15.5M |
| MERCER GLOBAL ADVISORS INC /ADV | 791.4K | $39.3M | $2.24M | Added$4.25M |
| RAYMOND JAMES FINANCIAL INC | 716K | $35.6M | $2.13M | Added$2.01M |
| ROYAL BANK OF CANADA | 694.8K | $34.5M | $1.98M | Added$3.54M |
| CWM, LLC | 668.3K | $33.2M | $32.7M | Added$33.2M |
| JPMORGAN CHASE & CO | 651.4K | $31.5M | $1.08M | Cut−$21.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 609.4K | $30.3M | $1.82M | Added$1.49M |
| Cetera Investment Advisers | 605.5K | $30.1M | $1.8M | Added$1.85M |
| Kestra Advisory Services, LLC | 445.6K | $22.1M | $953.9K | Added$7.19M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 418.8K | $20.8M | $1.22M | Added$1.68M |
| ASPIRIANT, LLC | 385.1K | $19.1M | $1.15M | Cut−$126.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 393.3K | $19.1M | $404.6K | Cut−$3.22M |
| ASSETMARK, INC | 379.4K | $18.9M | $1.13M | Added$981.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | 311.4K | $15.5M | $928K | Added$928K |
| Rockefeller Capital Management L.P. | 294K | $14.6M | $779.7K | Added$2.38M |
| Mariner, LLC | 275.8K | $13.7M | $821.8K | Cut−$3.86M |
| Linscomb Wealth, Inc. | 273.4K | $13.6M | $814.9K | Added$221.8K |
| Baird Financial Group, Inc. | 268.1K | $13.3M | $798.8K | Added$743.9K |
| CANANDAIGUA NATIONAL CORP | 259.5K | $12.9M | — | Held |
| STIFEL FINANCIAL CORP | 252.2K | $12.5M | $751.3K | Cut−$8.25M |
| Valmark Advisers, Inc. | 249.4K | $12.4M | $718.8K | Added$1.13M |
| Baker Avenue Asset Management, LP | 236.9K | $11.8M | $668.3K | Added$1.3M |
| ALLIANCEBERNSTEIN L.P. | 241.6K | $11.3M | $0 | Added$426.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 217.9K | $10.8M | $605.7K | Added$1.34M |
| M&T Bank Corp | 211.3K | $10.5M | $629.3K | Added$316.6K |
| D.A. DAVIDSON & CO. | 185.8K | $9.23M | $432.2K | Added$2.46M |
| &PARTNERS | 179.1K | $8.9M | $525.7K | Added$449.9K |
| Private Wealth Advisors, LLC | 172.2K | $8.56M | $513K | Cut−$2.59M |
| AssuredPartners Investment Advisors, LLC | 170.3K | $8.45M | $485.4K | Added$630.4K |
| Inspire Advisors, LLC | 165.9K | $8.24M | $415.6K | Added$1.73M |
| TD PRIVATE CLIENT WEALTH LLC | 161K | $8M | $475.4K | Added$549.9K |
| HUNTINGTON NATIONAL BANK | 140.9K | $7M | $413.1K | Added$527.2K |
| ARBOR TRUST WEALTH ADVISORS, LLC | 128.6K | $6.39M | $374.1K | Cut−$724.5K |
| Cornerstone Wealth Group, LLC | 122.3K | $6.37M | $656.5K | Cut−$1.63M |
| Cheviot Value Management, LLC | 127.4K | $6.33M | −$91.6K | Added$3.78K |
| Cascade Financial Partners, LLC | 127.3K | $6.33M | $376.8K | Added$420.3K |
| OLD MISSION CAPITAL LLC | 125.2K | $6.22M | $373.1K | Cut−$7.33M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125.2K | $6.22M | $371.8K | Added$393.9K |
| Empowered Funds, LLC | 124.8K | $6.2M | — | New |
| Equitable Holdings, Inc. | 132.1K | $6.17M | $2.65K | Added$611.1K |
| Meramec Financial Planners, LLC | 106K | $5.55M | $202.5K | Cut−$454.2K |
| Orion Porfolio Solutions, LLC | 97.4K | $4.84M | $289.1K | Added$308.2K |
| Stonebridge Wealth Management, LLC | 95.6K | $4.75M | $284.9K | Added$149.3K |
| Old Port Advisors | 92K | $4.57M | $217.3K | Added$1.17M |
| FIFTH THIRD BANCORP | 89.8K | $4.46M | — | New |
| Focus Partners Wealth | 87.1K | $4.33M | $259.6K | Cut−$768.8K |
| Steward Partners Investment Advisory, LLC | 83.5K | $4.15M | $243.7K | Added$329.7K |
| Investors Research Corp | 81.7K | $4.06M | $218.3K | Added$639.7K |
| Koshinski Asset Management, Inc. | 74.7K | $3.71M | $205.8K | Added$485.1K |
| Regal Investment Advisors LLC | 74.6K | $3.7M | $222.2K | Added$51.7K |
| Waverly Advisors, LLC | 73.7K | $3.66M | $219.7K | Added$184.8K |
| OSAIC HOLDINGS, INC. | 73.5K | $3.65M | $218.9K | Cut−$457.6K |
| Composition Wealth, LLC | 72.5K | $3.6M | $216.1K | Cut−$3.44M |
| CAPTRUST FINANCIAL ADVISORS | 72.1K | $3.58M | $210.7K | Added$267K |
| Endowment Wealth Management, Inc. | 70.1K | $3.48M | $200.9K | Added$334.8K |
| Vestmark Advisory Solutions, Inc. | 67.9K | $3.38M | $190.5K | Added$390.3K |
| Beacon Pointe Advisors, LLC | 64.7K | $3.22M | $192.9K | Cut−$1.36M |
| Corient Private Wealth LLC | 63.8K | $3.14M | $153.3K | Added$304.2K |
| Moran Wealth Management, LLC | 62.9K | $3.13M | $123.1K | Added$1.2M |
| Freedom Day Solutions, LLC | 62.2K | $3.09M | $70K | Added$2M |
| J.W. COLE ADVISORS, INC. | 62K | $3.08M | $168.4K | Added$441.3K |
| Good Harbor Advisors, Inc. | 60.8K | $3.02M | $130.7K | Added$972.3K |
| Axis Wealth Partners, LLC | 58K | $2.88M | $168.8K | Added$237.6K |
| Apeiron RIA LLC | 55.6K | $2.77M | −$544 | Cut−$227.3K |
| HighTower Advisors, LLC | 53.9K | $2.68M | $156.2K | Added$228.4K |
| Qube Research & Technologies Ltd | 53.4K | $2.65M | $105.1K | Added$1M |
| Sanctuary Advisors, LLC | 52.7K | $2.62M | $157.1K | Cut−$160K |
| Fidelity | 49.9K | $2.48M | $148.8K | Added$100.8K |
| MML INVESTORS SERVICES, LLC | 49.6K | $2.46M | $147.8K | Cut−$1.65M |
| Advisory Services Network, LLC | 46.1K | $2.29M | $137.5K | Added$133.8K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 61.5K | $2.24M | −$467.8K | Added$119.8K |
| Dynamic Advisor Solutions LLC | 44.2K | $2.19M | $127.6K | Added$194.5K |
| ROTHSCHILD INVESTMENT LLC | 43.4K | $2.16M | $79.7K | Added$907.9K |
| FFG RETIREMENT ADVISORS LLC | 42.1K | $2.09M | $121.1K | Added$194.9K |
| MOODY NATIONAL BANK TRUST DIVISION | 39.7K | $1.98M | $118.4K | Added$118.4K |
| CITIGROUP INC | 39.6K | $1.97M | $117.9K | Cut−$29.1K |
| IFP Advisors, Inc | 39.2K | $1.95M | $96K | Added$442.5K |
| EVOLVE PRIVATE WEALTH, LLC | 38.7K | $1.92M | $110.9K | Added$136.1K |
| WealthPlan Investment Management, LLC | 38.2K | $1.9M | $102.8K | Added$286.4K |
| GREENLEAF TRUST | 36.9K | $1.83M | $110K | Added$5.53K |
| Canandaigua National Trust Co of Florida | 36.7K | $1.82M | $109.3K | Added$38K |
| Rathbones Group PLC | 35.9K | $1.78M | $61.3K | Added$821.2K |
| BANK OF MONTREAL /CAN/ | 35.8K | $1.78M | $106.7K | Added$82.3K |
| Collaborative Wealth Managment Inc. | 35.1K | $1.75M | $75.9K | Added$557.6K |
| NewSquare Capital LLC | 34.8K | $1.73M | $99.4K | Added$170.9K |
| RHUMBLINE ADVISERS | 34.8K | $1.73M | $103.6K | Added$103.6K |
| First City Capital Management, Inc. | 33.7K | $1.68M | $98.3K | Added$136.1K |
| Independent Advisor Alliance | 32.1K | $1.59M | $73.3K | Added$445.3K |
| Quantum Portfolio Management LLC | 31.1K | $1.54M | $69.5K | Added$454.7K |
| McKinley Carter Wealth Services, Inc. | 30.7K | $1.53M | $91.6K | Added$89.4K |
| Wealthfront Advisers LLC | 30.1K | $1.5M | $84.9K | Added$166.7K |
| Asset One Wealth Management LLC | 28.1K | $1.47M | $67K | Added$67K |
| Eagle Strategies LLC | 29.2K | $1.45M | $87.1K | Added$26K |
| MBA Advisors LLC | 28.9K | $1.44M | $81.5K | Added$160.9K |
| GFS Advisors, LLC | 28.3K | $1.4M | $84.2K | Cut−$798.4K |
| BEACON FINANCIAL GROUP | 27.9K | $1.39M | $83.2K | Added$55.9K |
| NORTHERN TRUST CORP | 26.8K | $1.33M | $79.5K | Added$84.7K |
| Sincerus Advisory, LLC | 26.4K | $1.31M | $78.5K | Added$78.5K |
| NBC SECURITIES, INC. | 26.2K | $1.3M | $36.1K | Added$737.7K |
| Financial Partners Group, Inc | 26.1K | $1.3M | $2.52K | Added$44.5K |
| Mirador Capital Partners LP | 25.9K | $1.29M | $77.2K | Added$33.9K |
| Gateway Wealth Partners, LLC | 25.3K | $1.26M | $34.3K | Added$719.1K |
| SHARPEPOINT LLC | 25.1K | $1.25M | $74.7K | Added$57.6K |
| ISLAY CAPITAL MANAGEMENT, LLC | 24.9K | $1.24M | $74.1K | Added$65.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 24.6K | $1.22M | — | New |
| WCG Wealth Advisors LLC | 24.4K | $1.21M | $72.7K | Cut−$64.6K |
| Wealthcare Advisory Partners LLC | 24.4K | $1.21M | $69.9K | Added$115.3K |
| NATIONAL BANK OF CANADA /FI/ | 23.2K | $1.15M | $61.2K | Added$215.8K |
| Bank of New York Mellon Corp | 22.9K | $1.14M | $68.2K | Cut−$5.62M |
| Avos Capital Management, LLC | 22.6K | $1.12M | $67.4K | Cut−$5.77M |
| Summit Financial, LLC | 22.5K | $1.12M | $58K | Added$183.5K |
| VestGen Advisors, LLC | 19.9K | $1.07M | $109.9K | Added$364.6K |
| Evanson Asset Management, LLC | 21.2K | $1.06M | $63.3K | Cut−$139.3K |
| Element Wealth, LLC | 21K | $1.05M | $62.7K | Cut−$44.9K |
| Great Diamond Partners, LLC | 20.5K | $1.02M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 19.9K | $961.1K | $25.3K | Added$263.6K |
| Lido Advisors, LLC | 19K | $944.3K | $62.4K | Cut−$86.1K |
| Next Level Private LLC | 18.9K | $938.7K | $55.9K | Added$62.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.6K | $923.3K | $50.1K | Added$138.5K |
| Index Technologies Group LLC | 18.1K | $901.8K | $39.6K | Added$280.9K |
| Hamilton Wealth, LLC | 18.1K | $897.6K | $27.7K | Added$463.1K |
| Pasadena Private Wealth, LLC | 18K | $892.9K | $38.9K | Added$283.1K |
| Private Advisor Group, LLC | 17.4K | $865.6K | $48.6K | Added$104K |
| Avidian Wealth Enterprises, LLC | 17.4K | $865.5K | — | New |
| SBI Securities Co., Ltd. | 16.9K | $839.7K | $50.4K | Added$19.2K |
| Able Wealth Management LLC | 16.6K | $824.6K | $49.5K | Cut−$246.1K |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 16.6K | $823.1K | $48.1K | Added$68.3K |
| KRAEMATON INVESTMENT ADVISORS, INC | 16.4K | $814.4K | $48.8K | Added$40.9K |
| Fearless Solutions, LLC dba Best Invest | 16.3K | $807.6K | $48.4K | Added$13.9K |
| Financial Engines Advisors L.L.C. | 16.1K | $801.8K | $47.9K | Added$50.6K |
| BlueStem Wealth Partners, LLC | 16.1K | $801.4K | $45.9K | Added$82.1K |
| Osprey Private Wealth LLC | 16.1K | $800K | $48K | Added$48K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 15.9K | $789.2K | $47.3K | Cut−$454 |
| Stratos Wealth Advisors, LLC | 15.8K | $787.1K | $47.2K | Added$26.9K |
| Farther Finance Advisors, LLC | 15.7K | $777.8K | $30.8K | Added$258.5K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 15.5K | $769.8K | $45.1K | Added$63.1K |
| Newbridge Financial Services Group, Inc. | 15.3K | $758K | $45.4K | Added$12K |
| JNBA Financial Advisors | 14.7K | $728.1K | $43.7K | Added$38.3K |
| Pathfinder Wealth Consulting, Inc. | 14.6K | $727.2K | $43.6K | Added$37.9K |
| WADDELL & ASSOCIATES, LLC | 14.5K | $719.4K | — | New |
| Ashton Thomas Private Wealth, LLC | 14K | $694.7K | $26.3K | Added$276K |
| ERn Financial, LLC | 13.9K | $690.5K | $41.4K | Cut−$487.6K |
| Camelot Portfolios, LLC | 13.9K | $689.8K | $41.4K | Cut−$138.5K |
| Barnes Wealth Management Group, Inc | 13.6K | $675.6K | $40.5K | Added$33.1K |
| Summit Wealth Partners, LLC | 13.1K | $651K | $39.1K | Cut−$56.7K |
| Strategic Financial Concepts, LLC | 12.6K | $626.2K | $37.6K | Added$34.4K |
| ROMANO BROTHERS AND COMPANY | 12.6K | $623.6K | $37.4K | Added$37.4K |
| Integrity Advisory Solutions, LLC | 12.4K | $617.3K | $23.3K | Added$251.5K |
| Bleakley Financial Group, LLC | 11.6K | $576.7K | $32.2K | Added$72.3K |
| Berger Financial Group, Inc | 11.6K | $574.4K | $33.8K | Added$44.6K |
| MISSION WEALTH MANAGEMENT, LP | 11.4K | $567.9K | $34K | Added$11K |
| Montecito Bank & Trust | 11.4K | $567K | $34K | Added$18.9K |
| ALTFEST L J & CO INC | 11.4K | $565.5K | $33.5K | Added$41K |
| Krilogy Financial LLC | 10.8K | $558K | $23.6K | Added$26.2K |
| Rockingstone Advisors LLC | 11.2K | $556.5K | $31.9K | Added$56.7K |
| Arkadios Wealth Advisors | 11.2K | $556.3K | $30.6K | Added$75.8K |
| SOUTH PLAINS FINANCIAL, INC. | 11K | $548.6K | $32.9K | Added$32.9K |
| INSIGNEO ADVISORY SERVICES, LLC | 11K | $544.7K | $32.7K | Added$17.5K |
| World Investment Advisors | 10.7K | $532.8K | $32K | Cut−$56.3K |
| Portland Financial Advisors Inc | 10.7K | $531.6K | $31.9K | Added$31.9K |
| WEALTH ALLIANCE, LLC | 10.5K | $519.7K | $23.4K | Added$152.2K |
| Total Clarity Wealth Management, Inc. | 10.2K | $506.5K | $30.4K | Added$25.2K |
| Integrated Wealth Concepts LLC | 9.78K | $485.8K | — | New |
| INVESTED ADVISORS | 9.5K | $472.1K | $28.3K | Added$26.3K |
| TITLEIST ASSET MANAGEMENT, LLC | 9.43K | $468.3K | $17K | Added$202.2K |
| OPPENHEIMER & CO INC | 9.42K | $468K | $28.1K | Added$22.7K |
| CreativeOne Wealth, LLC | 9.41K | $467.8K | $13.1K | Added$263.4K |
| Key Financial Inc | 9.35K | $464.6K | $27.8K | Added$27.9K |
| PCM Encore, LLC | 9.18K | $456K | $27.3K | Added$27.3K |
| Galvin, Gaustad & Stein, LLC | 9.11K | $452.6K | $22K | Added$107.8K |
| TRUSTMARK BANK TRUST DEPARTMENT | 8.88K | $441.3K | $26.5K | Added$19.5K |
| Atlantic Union Bankshares Corp | 8.73K | $434K | $26K | Added$26K |
| Procyon Advisors, LLC | 8.7K | $432.5K | $23.8K | Added$60.3K |
| PRIVATE TRUST CO NA | 8.32K | $413.7K | $24.6K | Added$27.3K |
| Concurrent Investment Advisors, LLC | 8.26K | $410.2K | — | New |
| Icahn Capital | 8.25K | $409.8K | $14.2K | Added$187.4K |
| AlphaCore Capital LLC | 8.16K | $405.3K | $23.7K | Cut−$52K |
| Excelsior Advisor Network LLC | 8.04K | $399.7K | $24K | Added$14.1K |
| Perigon Wealth Management, LLC | 8.03K | $399.1K | $23.9K | Added$19.3K |
| BROWN ADVISORY INC | 7.94K | $394.5K | $20.7K | Added$70.4K |
| US BANCORP \DE\ | 7.87K | $391K | $22.5K | Added$37.7K |
| Visionary Horizons, LLC | 7.84K | $389.8K | $23.4K | Added$23.4K |
| Apollon Wealth Management, LLC | 7.63K | $378.9K | $22.7K | Cut−$4.75K |
| Coastwise Capital Group, LLC | 7.38K | $366.8K | $21.9K | Added$23.2K |
| Opus Financial Solutions LLC | 7.34K | $364.6K | $21.7K | Added$25.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.28K | $361.9K | $21.9K | Added$2.9K |
| PRINCIPAL SECURITIES, INC. | 7.2K | $357.9K | $21.5K | Added$21.1K |
| Ally Invest Advisors Inc. | 7.2K | $357.8K | $20.7K | Added$34.2K |
| NorthCrest Asset Manangement, LLC | 7.15K | $353.5K | $10.9K | Added$117.2K |
| Cresset Asset Management, LLC | 6.92K | $343.8K | — | New |
| Atria Investments, Inc | 6.89K | $342.6K | $20.5K | Cut−$149.1K |
| ELEVATION WEALTH PARTNERS, LLC | 6.75K | $335.6K | $20.2K | Added$20.4K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6.69K | $332.2K | $19.4K | Added$19.4K |
| Snowden Capital Advisors LLC | 6.63K | $329.2K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.61K | $328.4K | $2.17K | Added$294.3K |
| Elgethun Capital Management | 6.5K | $322.7K | $19.4K | Added$19.4K |
| Acorn Wealth Advisors, LLC | 6.47K | $321.4K | $19.3K | Added$18.5K |
| HANCOCK WHITNEY CORP | 6.45K | $320.5K | $19.2K | Added$19.2K |
| B. Riley Wealth Advisors, Inc. | 6.62K | $320.4K | $11K | Cut−$54.3K |
| Argyle Capital Partners, LLC | 6.4K | $317.9K | $16.7K | Added$56.7K |
| Kondo Wealth Advisors, Inc. | 6.39K | $317.7K | $19.1K | Added$17.4K |
| KINTRA WEALTH, LLC | 6.37K | $316.6K | $19K | Added$5.42K |
| Modern Wealth Management, LLC | 6.34K | $313.8K | $17.6K | Added$17.5K |
| New England Private Wealth Advisors LLC | 6.25K | $310.7K | $18.6K | Added$18.8K |
| MAI Capital Management | 6.2K | $308.2K | $18.5K | Added$18.6K |
| MOLLER WEALTH PARTNERS | 6.11K | $303.8K | $18.2K | Added$19.1K |
| Synergy Investment Management, LLC | 6.08K | $302.2K | — | New |
| Ameritas Advisory Services, LLC | 6.02K | $299.1K | $18K | Added$17.7K |
| Discipline Wealth Solutions, LLC | 5.94K | $295K | $17.7K | Added$10.8K |
| McAdam, LLC | 5.88K | $292K | $15.8K | Added$44.4K |
| Quartz Partners, LLC | 5.75K | $285.9K | $15.9K | Added$36.5K |
| Klingman & Associates, LLC | 5.75K | $285.7K | $17.1K | Added$17.1K |
| Norris Financial Group, LLC | 5.7K | $283.3K | $17K | Added$16.7K |
| Kingsview Wealth Management, LLC | 5.68K | $282.1K | $16.2K | Added$27.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.57K | $276.6K | $16.1K | Added$23.8K |
| Belpointe Asset Management LLC | 5.51K | $274K | — | New |
| TopTier Wealth Management, LLC | 5.38K | $267.3K | $16K | Cut−$168.4K |
| COURIER CAPITAL LLC | 5.36K | $266.2K | $15.9K | Added$2.62K |
| Squarepoint Ops LLC | 5.14K | $255.5K | — | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.08K | $252.4K | $15.1K | Cut−$15K |
| Cerity Partners LLC | 4.95K | $246.1K | $14.7K | Cut−$164.3K |
| McNamara Financial Services, Inc. | 4.94K | $245.7K | $14.7K | Added$13.5K |
| Larson Financial Group LLC | 4.93K | $245K | $14.7K | Cut−$16K |
| Kovack Advisors, Inc. | 4.91K | $242.7K | $12.9K | Added$25K |
| Soltis Investment Advisors LLC | 4.87K | $242K | $14.5K | Cut−$104.8K |
| TRUIST FINANCIAL CORP | 4.72K | $234.3K | $12.7K | Added$34.3K |
| Daybright Advisory Services, Inc. | 4.71K | $233.9K | $14K | Added$15.3K |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.66K | $231.6K | $13.9K | Added$13.9K |
| Meeder Advisory Services, Inc. | 4.57K | $227K | $13.6K | Cut−$142K |
| Your Advocates Ltd., LLP | 4.51K | $224K | $13.4K | Cut−$4.74K |
| Rockbridge Investment Management, LCC | 4.5K | $223.9K | $13.4K | Added$10.6K |
| REDW Wealth LLC | 4.5K | $223.6K | $13.4K | Added$13.4K |
| Breakwater Capital Group | 4.49K | $223K | $13K | Added$18.6K |
| Fund Advisors of America Inc/FL | 4.42K | $219.8K | $13.2K | Added$3.84K |
| Stratos Wealth Partners, LTD. | 4.42K | $219.4K | $13K | Added$15.3K |
| Breachway Investments LLC | 4.43K | $219.2K | $12.2K | Added$13.7K |
| CALTON & ASSOCIATES, INC. | 4.24K | $210.8K | $12.6K | Cut−$92.4K |
| Aptus Capital Advisors, LLC | 4.19K | $208.3K | $9.11K | Added$65.5K |
| STEPHENS INC /AR/ | 4.18K | $207.8K | $12.5K | Cut−$1.55K |
| Pinnacle Financial Partners, Inc. | 4.14K | $205.6K | $12.3K | Cut−$32.6K |
| StoneX Group Inc. | 4.03K | $200.4K | $12K | Cut−$66K |
| SIGNATUREFD, LLC | 3.88K | $193K | $11.5K | Added$12.7K |
Who left
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$30.5M
- JANE STREET GROUP, LLC$2.35M
- MONEY CONCEPTS CAPITAL CORP$664.1K
- J2 Capital Management Inc$663.4K
- Fisher Asset Management, LLC$502.6K
- PFG Advisors$426.2K
- NewEdge Advisors, LLC$369K
- Integrated Advisors Network LLC$364.8K
- IFG Advisory, LLC$354.3K
- GTS SECURITIES LLC$349.3K
- Austin Wealth Management, LLC$281.2K
- U.S. Capital Wealth Advisors, LLC$268.6K
- SYKON CAPITAL LLC$223K
- SMITH, MOORE & CO.$221.5K
- CIBC WORLD MARKET INC.$214.1K
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.