Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Destination Wealth Management | 967.93K | Jun 30, 26 | +38.29K | 17.22% |
| LPL Financial LLC | 396.75K | Jun 30, 26 | +30.85K | 7.06% |
| MORGAN STANLEY | 348.31K | Jun 30, 26 | +126.59K | 6.20% |
| BANK OF AMERICA CORP /DE/ | 331.33K | Jun 30, 26 | +38.46K | 5.89% |
| RAYMOND JAMES FINANCIAL INC | 153.33K | Jun 30, 26 | +84.93K | 2.73% |
| Twelve Points Wealth Management LLC | 123.44K | Jun 30, 26 | +10.25K | 2.20% |
| Capital Investment Advisory Services, LLC | 115.58K | Jun 30, 26 | +1.23K | 2.06% |
| ENVESTNET ASSET MANAGEMENT INC | 113.39K | Jun 30, 26 | -74.94K | 2.02% |
| Harbour Wealth Management Group, Inc. | 106.11K | Jun 30, 26 | +1.66K | 1.89% |
| MML INVESTORS SERVICES, LLC | 75.94K | Jun 30, 26 | +13.27K | 1.35% |
| Rockefeller Capital Management L.P. | 45.13K | Jun 30, 26 | +2.56K | 0.80% |
| Founders Financial Alliance, LLC | 43.65K | Jun 30, 26 | -9.46K | 0.78% |
| ADVISOR GROUP HOLDINGS, INC. | 43.34K | Jun 30, 26 | +1.39K | 0.77% |
| UBS Group AG | 41.91K | Jun 30, 26 | -9.52K | 0.75% |
| Savvy Advisors, Inc. | 38.80K | Jun 30, 26 | +3.96K | 0.69% |
| BANK OF MONTREAL /CAN/ | 33.79K | Jun 30, 26 | -22.47K | 0.60% |
| Clark Capital Management Group, Inc. | 30.18K | Jun 30, 26 | +30.18K | 0.54% |
| Janney Montgomery Scott LLC | 26.95K | Jun 30, 26 | -954 | 0.48% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25.84K | Jun 30, 26 | -1.15K | 0.46% |
| WCG Wealth Advisors LLC | 24.79K | Jun 30, 26 | +2.92K | 0.44% |
| Red Wave Investments LLC | 21.01K | Jun 30, 26 | -656 | 0.37% |
| Cambridge Investment Research Advisors, Inc. | 19.08K | Jun 30, 26 | +60 | 0.34% |
| COLUMBIA ADVISORY PARTNERS LLC | 18.77K | Jun 30, 26 | -16 | 0.33% |
| CITADEL ADVISORS LLC | 18.10K | Jun 30, 26 | -3.13K | 0.32% |
| TRUIST FINANCIAL CORP | 17.97K | Jun 30, 26 | +2.32K | 0.32% |
| Cetera Investment Advisers | 14.36K | Jun 30, 26 | -93 | 0.26% |
| MILESTONE ASSET MANAGEMENT, LLC | 13.42K | Jun 30, 26 | +1.39K | 0.24% |
| Fundamentum, LLC | 10.81K | Jun 30, 26 | +1.07K | 0.19% |
| Beacon Pointe Advisors, LLC | 10.64K | Jun 30, 26 | -3.28K | 0.19% |
| SCOTIA CAPITAL INC. | 10.57K | Jun 30, 26 | +422 | 0.19% |
| Betterment LLC | 10.50K | Jun 30, 26 | -13.50K | 0.19% |
| JANE STREET GROUP, LLC | 10.49K | Jun 30, 26 | -10.38K | 0.19% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.96K | Jun 30, 26 | +9.96K | 0.18% |
| Sanctuary Advisors, LLC | 9.17K | Jun 30, 26 | -1.89K | 0.16% |
| Trilogy Capital Inc. | 7.31K | Jun 30, 26 | -43 | 0.13% |
| McAdam, LLC | 7.05K | Jun 30, 26 | +1.76K | 0.13% |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.26K | Jun 30, 26 | +6 | 0.11% |
| Coastal Bridge Advisors, LLC | 5.85K | Jun 30, 26 | -227 | 0.10% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 5.83K | Jun 30, 26 | +1.08K | 0.10% |
| Alpine Bank Wealth Management | 5.59K | Jun 30, 26 | +133 | 0.10% |
| OPPENHEIMER & CO INC | 5.47K | Jun 30, 26 | +167 | 0.10% |
| PARK AVENUE SECURITIES LLC | 5.09K | Jun 30, 26 | -1.58K | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.90K | Jun 30, 26 | +475 | 0.09% |
| GWN SECURITIES INC. | 4.66K | Jun 30, 26 | -1.70K | 0.08% |
| Global Retirement Partners, LLC | 4.36K | Jun 30, 26 | +4.36K | 0.08% |
| Wealthcare Advisory Partners LLC | 4.09K | Jun 30, 26 | -2.84K | 0.07% |
| BEACON FINANCIAL GROUP | 3.98K | Jun 30, 26 | -- | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.69K | Jun 30, 26 | +404 | 0.07% |
| Maridea Wealth Management LLC | 3.53K | Jun 30, 26 | -284 | 0.06% |
| Guardian Partners Inc. | 3.48K | Jun 30, 26 | -1 | 0.06% |
| EAGLE GLOBAL ADVISORS LLC | 3.33K | Jun 30, 26 | -200 | 0.06% |
| Perigon Wealth Management, LLC | 3.33K | Jun 30, 26 | -162 | 0.06% |
| Sigma Planning Corp | 3.10K | Jun 30, 26 | -65 | 0.06% |
| MTM FINANCIAL GROUP, LLC | 3.02K | Jun 30, 26 | -3.01K | 0.05% |
| Creative Planning | 2.91K | Jun 30, 26 | +209 | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.78K | Jun 30, 26 | +2.78K | 0.05% |
| Private Advisor Group, LLC | 2.72K | Jun 30, 26 | -50 | 0.05% |
| ROYAL BANK OF CANADA | 2.69K | Jun 30, 26 | -24.18K | 0.05% |
| COMPASS CAPITAL CORP /MA/ /ADV | 2.68K | Jun 30, 26 | -40 | 0.05% |
| Lifeworks Advisors, LLC | 2.67K | Jun 30, 26 | +319 | 0.05% |
| PRINCIPAL SECURITIES, INC. | 2.64K | Jun 30, 26 | +2.64K | 0.05% |
| Diversify Advisory Services, LLC | 2.64K | Jun 30, 26 | +2.64K | 0.05% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.64K | Jun 30, 26 | +314 | 0.05% |
| Equitable Holdings, Inc. | 2.54K | Jun 30, 26 | +2.54K | 0.05% |
| HARBOUR INVESTMENTS, INC. | 2.46K | Jun 30, 26 | -228 | 0.04% |
| Cadia Private Client LLC | 2.45K | Jun 30, 26 | +34 | 0.04% |
| Able Wealth Management LLC | 2.36K | Jun 30, 26 | -5.79K | 0.04% |
| HighTower Advisors, LLC | 2.31K | Jun 30, 26 | +28 | 0.04% |
| Capital Square, LLC | 2.28K | Jun 30, 26 | +2.28K | 0.04% |
| JPMORGAN CHASE & CO | 1.57K | Jun 30, 26 | -659 | 0.03% |
| Bogart Wealth, LLC | 1.50K | Jun 30, 26 | -- | 0.03% |
| ASSETMARK, INC | 1.47K | Jun 30, 26 | -104 | 0.03% |
| AdvisorNet Financial, Inc | 1.29K | Jun 30, 26 | -720 | 0.02% |
| Integrated Wealth Concepts LLC | 845 | Jun 30, 26 | +845 | 0.02% |
| Signature Equity Partners, LLC | 662 | Jun 30, 26 | +171 | 0.01% |
| Glass Jacobson Investment Advisors llc | 660 | Jun 30, 26 | +9 | 0.01% |
| Farther Finance Advisors, LLC | 525 | Jun 30, 26 | +403 | 0.01% |
| Harbor Asset Planning, Inc. | 450 | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 388 | Jun 30, 26 | +116 | 0.01% |
| Qube Research & Technologies Ltd | 359 | Jun 30, 26 | +359 | 0.01% |
| Cape Investment Advisory, Inc. | 316 | Jun 30, 26 | +316 | 0.01% |
| Spire Wealth Management | 284 | Jun 30, 26 | +1 | 0.01% |
| Bangor Savings Bank | 185 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 175 | Jun 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 174 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 128 | Jun 30, 26 | -29 | 0.00% |
| AMERIFLEX GROUP, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 89 | Jun 30, 26 | -500 | 0.00% |
| Ronald Blue Trust, Inc. | 87 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 57 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 31 | Jun 30, 26 | +31 | 0.00% |
| Transamerica Financial Advisors, Inc. | 22 | Jun 30, 26 | -1.21K | 0.00% |
| WELLS FARGO & COMPANY/MN | 21 | Jun 30, 26 | -51 | 0.00% |
| Strategic Wealth Partners, Ltd. | 12 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 11 | Jun 30, 26 | +11 | 0.00% |
| US BANCORP \DE\ | 4 | Jun 30, 26 | +4 | 0.00% |
| FMR LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -59.86K | -- |
| Keebeck Wealth Management, LLC | -- | Jun 30, 26 | -2.69K | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -7.67K | -- |
| EFG International AG | -- | Jun 30, 26 | -6.61K | -- |
| North Star Investment Management Corp. | -- | Jun 30, 26 | -167 | -- |
| Two West Capital Advisors LLC | -- | Jun 30, 26 | -2.59K | -- |
| Vision Retirement, LLC | -- | Jun 30, 26 | -35 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -137 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -111 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -18.99K | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -410 | -- |
| Aptus Capital Advisors, LLC | -- | Jun 30, 26 | -34 | -- |
| GREAT VALLEY ADVISOR GROUP, INC. | -- | Jun 30, 26 | -2.68K | -- |
| STIFEL FINANCIAL CORP | -- | Jun 30, 26 | -2.19K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.02K | -- |
| FSA Advisors, Inc. | -- | Jun 30, 26 | -2.37K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -840 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -4.27K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Jun 30, 26 | -3.30K | -- |
| Leo Wealth, LLC | 9.86K | Mar 31, 26 | -252.52K | 0.18% |
| JOURNEY STRATEGIC WEALTH LLC | 2.28K | Mar 31, 26 | -- | 0.04% |
| ORG Partners LLC | 16.39K | Dec 31, 25 | +16 | 0.29% |
| COMERICA BANK | 296 | Dec 31, 25 | -25 | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -112 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 6.10K | Jun 30, 25 | +771 | 0.11% |
| First Horizon Advisors, Inc. | 1.71K | Jun 30, 25 | +839 | 0.03% |
| TrinityPoint Wealth, LLC | 6.76K | Dec 31, 24 | -2.97K | 0.12% |
| WR Wealth Planners, LLC | 26 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 14.18K | Sep 30, 24 | +14.18K | 0.25% |
| GUARDIAN CAPITAL ADVISORS LP | 3.12K | Sep 30, 24 | +665 | 0.06% |
| BlackRock Inc. | 6 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 3.63K | Mar 31, 24 | -515 | 0.06% |
| Retirement Group, LLC | 114 | Mar 31, 24 | +3 | 0.00% |
| LEO BROKERAGE, LLC | 187.36K | Jun 30, 23 | +4.89K | 3.33% |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -161 | -- |
| F3Logic, LLC | 82.93K | Dec 31, 22 | -233.96K | 1.48% |
| Gallagher Benefit Services, Inc. | 82.93K | Dec 31, 22 | +82.93K | 1.48% |
| Claraphi Advisory Network, LLC | 6.18K | Dec 31, 22 | +6.18K | 0.11% |
| American Portfolios Advisors | 147 | Sep 30, 22 | +147 | 0.00% |
| Titus Wealth Management | 6.75K | Jun 30, 22 | -995 | 0.12% |
| B. Riley Wealth Management, Inc. | 2.33K | Jun 30, 22 | -31 | 0.04% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137.31K | Dec 31, 21 | +2.42K | 2.44% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -357 | -- |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -150.53K | -- |
| Watson Rebecca | 4.89K | Sep 30, 20 | -- | 0.09% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -71 | -- |
| Lenox Wealth Management, Inc. | 43.78K | Jun 30, 20 | +43.78K | 0.78% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 11.51K | Dec 31, 19 | -1.89K | 0.20% |
| Advisor Group, Inc. | 299 | Dec 31, 19 | +46 | 0.01% |
| Wealth & Pension Services Group, Inc. | 2.70K | Sep 30, 19 | +46 | 0.05% |
| BB&T INVESTMENT SERVICES, INC. | 100 | Dec 31, 17 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 5.07K | Jun 30, 17 | -20 | 0.09% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -4.30K | -- |
| MSI Financial Services Inc | 215 | Dec 31, 16 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 2.04K | Jun 30, 15 | +2.04K | 0.04% |
| UBS AG | 135 | Sep 30, 14 | +135 | 0.00% |