Stock
Reported value
$6.95B
Holders
663
+59 new · −26 exited
Holders’ est. mark
$270M
Price effect on 237 books still in the name
Largest holder
$429M
Retirement Systems of Alabama
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $333M
- Renaissance Technologies0.0% · $1.46M
- Icahn Capital0.0% · $2.69M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Retirement Systems of Alabama | 12.7M | $429M | $16.3M | Added$16.3M |
| MATHER GROUP, LLC. | 12.1M | $409.3M | $15.6M | Added$13M |
| Fidelity | 9.84M | $333M | $12M | Added$31.2M |
| BANK OF AMERICA CORP /DE/ | 6.8M | $230.1M | $7.9M | Added$30.6M |
| UBS Group AG | 6.76M | $228.9M | $8.28M | Added$19.8M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4.31M | $145.9M | $5.54M | Added$6.07M |
| Mariner, LLC | 4.26M | $144M | $5.22M | Added$9.11M |
| Foster Group, Inc. | 3.8M | $128.5M | $4.9M | Added$472.3K |
| Root Financial Partners, LLC | 3.23M | $109.3M | $3.91M | Added$10.5M |
| FACTORY MUTUAL INSURANCE CO | 3.09M | $104.5M | $3.98M | Added$3.98M |
| Horizon Investments, LLC | 2.78M | $94.1M | $1.73M | Added$50.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.68M | $90.8M | $3.21M | Added$9.83M |
| Washington Trust Bank | 2.61M | $88.3M | $3.26M | Added$6M |
| Vise Technologies, Inc. | 2.67M | $87M | $0 | Held |
| Wealthspire Advisors, LLC | 2.44M | $82.5M | $3.14M | Cut−$710.6K |
| Cetera Investment Advisers | 2.35M | $79.6M | $3.03M | Added$1.86M |
| Cerity Partners LLC | 2.32M | $78.5M | $2.23M | Added$22.2M |
| McKinley Carter Wealth Services, Inc. | 2.18M | $73.8M | $675.1K | Added$56.7M |
| Focus Partners Wealth | 2.15M | $73.4M | $3.31M | Added$3.24M |
| EVOKE WEALTH, LLC | 2.13M | $72.1M | $2.61M | Added$6.33M |
| Annex Advisory Services, LLC | 2.1M | $71.1M | — | New |
| HighTower Advisors, LLC | 2.07M | $70.2M | $2.61M | Added$4.36M |
| TCI Wealth Advisors, Inc. | 2.06M | $69.6M | $2.51M | Added$6.13M |
| ROYAL BANK OF CANADA | 1.92M | $65.2M | $2.48M | Cut−$2.85M |
| True Link Financial Advisors, LLC | 1.82M | $61.6M | $2.29M | Added$3.66M |
| Millburn Ridgefield LLC /DE/ | 1.71M | $57.8M | $2.02M | Added$6.66M |
| Catalyst Capital Advisors LLC | 1.71M | $57.8M | $2.02M | Added$6.66M |
| Corient Private Wealth LLC | 1.65M | $55.8M | $2.12M | Added$819K |
| FOUNDERS FINANCIAL SECURITIES LLC | 1.4M | $50.1M | $4.44M | Added$6.24M |
| ENVESTNET ASSET MANAGEMENT INC | 1.47M | $49.7M | $1.42M | Added$14M |
| Creative Planning | 1.44M | $48.8M | $1.86M | Added$226.5K |
| MASECO LLP | 1.4M | $47.4M | $1.65M | Added$5.31M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.34M | $45.4M | $1.53M | Added$6.76M |
| RAM Investment Partners, LLC | 1.33M | $44.9M | $1.66M | Added$2.91M |
| Petersen Hastings Wealth Advisors Inc. | 1.28M | $43.5M | $1.64M | Added$2.08M |
| CWM, LLC | 1.27M | $42.8M | $42.2M | Added$42.8M |
| Focus Partners Advisor Solutions, LLC | 1.23M | $41.7M | $1.33M | Added$8.12M |
| LPL Financial LLC | 1.15M | $39.1M | $1.47M | Added$1.99M |
| Aquire Wealth Advisors, LLC | 1.09M | $37M | $1.4M | Added$1.8M |
| Klaas Financial Asset Advisors, LLC | 1.08M | $36.4M | $10.9K | Added$36.2M |
| Great Point Wealth Advisors, LLC | 1.07M | $36.4M | $1.39M | Added$1.27M |
| OneDigital Investment Advisors LLC | 1.05M | $35.5M | $1.34M | Added$1.71M |
| Ledyard National Bank | 1M | $33.9M | $1.28M | Added$1.51M |
| WPWealth LLP | 873.4K | $29.6M | $1.12M | Added$1.42M |
| West Financial Advisors, LLC | 862.2K | $29.2M | $1.11M | Added$201.8K |
| RVW Wealth, LLC | 858.6K | $29.1M | $1.11M | Added$239.8K |
| Prime Capital Investment Advisors, LLC | 850.8K | $28.8M | $1.1M | Added$767.1K |
| Perigon Wealth Management, LLC | 817.1K | $27.7M | $1.01M | Added$2.17M |
| COMMONWEALTH EQUITY SERVICES, LLC | 806.6K | $27.3M | $983.2K | Added$2.49M |
| Physician Wealth Advisors, Inc. | 779.3K | $26.4M | $958.7K | Added$2.18M |
| Bedel Financial Consulting, Inc. | 774K | $26.2M | $953.5K | Added$2.13M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 769.9K | $26.1M | $993.2K | Added$170.7K |
| Morling Financial Advisors, LLC | 769.3K | $26M | $979.3K | Added$1.32M |
| FIDUCIARY FINANCIAL GROUP, LLC | 765.8K | $25.9M | $920.8K | Added$2.68M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 763.5K | $25.8M | −$129.8K | Cut−$16.9M |
| MISSION WEALTH MANAGEMENT, LP | 714.3K | $24.2M | $921.4K | Cut−$1.01M |
| Diversified Portfolios, Inc. | 699.9K | $23.7M | $902.9K | Added$577.6K |
| Marquette Asset Management, LLC | 697.3K | $23.6M | $897.6K | Added$946K |
| CPA Asset Management Group, LLC | 683.9K | $23.2M | $865.5K | Added$1.31M |
| Apella Capital, LLC | 610.1K | $23.1M | $809.9K | Added$18.1M |
| Clearstead Advisors, LLC | 679.7K | $23M | $871.6K | Added$1.01M |
| Wealth Management Nebraska | 675.6K | $22.9M | $840.3K | Added$1.66M |
| BRIGHTON JONES LLC | 672.7K | $22.8M | $840.4K | Added$1.56M |
| JFS WEALTH ADVISORS, LLC | 671.7K | $22.7M | $866.5K | Added$842.2K |
| Pioneer Wealth Management Group | 662.7K | $22.4M | $789.3K | Added$2.51M |
| MCF Advisors LLC | 645.4K | $21.9M | — | New |
| MONETA GROUP INVESTMENT ADVISORS LLC | 627.1K | $21.2M | $808.9K | Added$721.5K |
| Beacon Pointe Advisors, LLC | 616.7K | $20.9M | $726.3K | Added$2.54M |
| Arista Wealth Management, LLC | 616.1K | $20.9M | $794.7K | Added$83.6K |
| Colony Family Offices, LLC | 608.4K | $20.6M | $772.8K | Added$1.09M |
| Modera Wealth Management, LLC | 606.1K | $20.5M | $781.9K | Added$478.3K |
| RAYMOND JAMES FINANCIAL INC | 602K | $20.4M | $645.9K | Added$4.07M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 597.4K | $20.2M | $708.8K | Added$2.33M |
| Creative Capital Management Investments LLC | 592.9K | $20.1M | $764.8K | Added$444.2K |
| BlueSky Wealth Advisors, LLC | 592.4K | $20.1M | — | New |
| Everhart Financial Group, Inc. | 590.9K | $20M | $630.3K | Added$4.09M |
| Moisand Fitzgerald Tamayo, LLC | 587.8K | $19.9M | $758.2K | Added$454.3K |
| JPMORGAN CHASE & CO | 606.4K | $19.8M | $84.9K | Cut−$1.44M |
| Pallas Capital Advisors LLC | 584.9K | $19.8M | $754.5K | Cut−$1.07M |
| Berger Financial Group, Inc | 574.8K | $19.5M | $741.5K | Cut−$3.54M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 573K | $19.4M | $687.9K | Added$2.03M |
| Index Fund Advisors, Inc. | 567.1K | $19.2M | $693.6K | Added$1.69M |
| Avior Wealth Management, LLC | 563K | $19.1M | $708.8K | Added$1.17M |
| Wealth Dimensions Group, Ltd. | 562.4K | $19M | $690.4K | Added$1.61M |
| Austin Wealth Management, LLC | 542.8K | $18.5M | $179.1K | Cut−$8.17M |
| OLD MISSION CAPITAL LLC | 539.9K | $18.3M | — | New |
| BANK OF MONTREAL /CAN/ | 529.4K | $17.9M | $683K | Cut−$916.8K |
| ECLECTIC ASSOCIATES INC /ADV | 526.3K | $17.8M | $558.4K | Added$3.68M |
| Freedom Investment Management, Inc. | 515.4K | $17.5M | $664.8K | Cut−$212.5K |
| Bridgewater Advisors Inc. | 436.2K | $17.3M | $2.16M | Added$3.11M |
| EP Wealth Advisors, LLC | 500.3K | $16.9M | $645.3K | Added$426.8K |
| Private Advisor Group, LLC | 498.2K | $16.9M | $633.9K | Added$866.7K |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 498K | $16.9M | $635.2K | Added$822.8K |
| Sterling Wealth Management, Inc. | 488.1K | $16.5M | $621.6K | Added$834.6K |
| CFS Investment Advisory Services, LLC | 434.6K | $16.5M | $2.28M | Added$2.4M |
| Wescott Financial Advisory Group, LLC | 482.1K | $16.3M | $615.5K | Added$783.2K |
| Sequoia Financial Advisors, LLC | 478.6K | $16.2M | $617.4K | Cut−$93.6K |
| Confluence Wealth Services, Inc. | 466.9K | $15.8M | $578.6K | Added$1.2M |
| Chico Wealth RIA | 466.1K | $15.8M | $569.1K | Added$1.41M |
| Envision Financial Planning, LLC | 464.7K | $15.7M | $596.9K | Added$664K |
| COLLECTIVE FAMILY OFFICE LLC | 458.9K | $15.5M | $572.8K | Added$1.08M |
| Avantax Planning Partners, Inc. | 454.4K | $15.4M | $586.2K | Added$150.4K |
| First Bancorp, Inc /ME/ | 444.6K | $15.1M | $573.5K | Cut−$225.1K |
| Dynamic Advisor Solutions LLC | 433K | $14.7M | $546K | Added$875.8K |
| DiNuzzo Private Wealth, Inc. | 425.2K | $14.4M | $548.6K | Added$247.6K |
| SC&H Financial Advisors, Inc. | 421.3K | $14.3M | $524.4K | Added$1.02M |
| TCP Asset Management, LLC | 418.7K | $14.2M | $540.1K | Added$170.4K |
| Avondale Wealth Management | 417.9K | $14.1M | $497.3K | Added$1.59M |
| Falcon Wealth Planning | 415.7K | $14.1M | $536.3K | Cut−$43.6M |
| AWM CAPITAL, LLC | 414.9K | $14M | $535.2K | Added$497.2K |
| Newman Dignan & Sheerar, Inc. | 409.6K | $13.9M | $487.9K | Added$1.55M |
| Keyes, Stange & Wooten Wealth Management, LLC | 401.2K | $13.6M | $502K | Added$909.6K |
| MAI Capital Management | 395.7K | $13.4M | $440K | Added$2.29M |
| BWM Planning, LLC | 365.6K | $12.4M | $471.6K | Cut−$658.6K |
| Guardian Wealth Management, LLC | 362K | $12.3M | $467K | Cut−$60.3K |
| Tortoise Investment Management, LLC | 351.3K | $11.9M | $438.3K | Added$829.1K |
| Cresset Asset Management, LLC | 343.8K | $11.6M | $443.5K | Added$193.2K |
| Advisory Alpha, LLC | 342K | $11.6M | $298.3K | Added$4.05M |
| Vawter Financial, Ltd. | 338.2K | $11.5M | $436.3K | Added$112K |
| EXENCIAL WEALTH ADVISORS, LLC | 335.7K | $11.4M | $428.8K | Added$540.4K |
| Crusonia Wealth Advisors LLC | 335.4K | $11.4M | $395.5K | Added$1.37M |
| Prudent Man Investment Management, Inc. | 347.6K | $11.3M | −$0 | Added$65 |
| DDFG, Inc | 328.6K | $11.1M | $423.9K | Cut−$330.4K |
| Financial Alternatives, Inc | 319.2K | $10.8M | $318.9K | Added$2.75M |
| ROCKLAND TRUST CO | 318.6K | $10.8M | $411K | Added$324.3K |
| Forum Private Client Group LLC | 317.1K | $10.8M | $413.7K | Added$1.07M |
| OSAIC HOLDINGS, INC. | 309.7K | $10.5M | $350.8K | Added$1.63M |
| Farther Finance Advisors, LLC | 305.4K | $10.4M | $251.1K | Added$5.18M |
| Allodium Investment Consultants, LLC | 306.1K | $10.4M | $394.8K | Cut−$66.8K |
| STOLZ & ASSOCIATES, PS | 274.7K | $10.2M | $1.26M | Added$1.22M |
| MML INVESTORS SERVICES, LLC | 295.9K | $10M | $381.7K | Cut−$232K |
| Rothschild Wealth LLC | 294.5K | $9.97M | $376K | Added$476K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 265.9K | $9.93M | $816K | Added$1.48M |
| Spectrum Investment Advisors, Inc. | 293.2K | $9.93M | $371.7K | Added$542.5K |
| Disciplined Investments, LLC | 292.4K | $9.9M | $362.6K | Added$746.2K |
| Navigation Group, LLC | 291.9K | $9.88M | — | Held |
| AE Wealth Management LLC | 287.6K | $9.74M | $364.1K | Added$544.4K |
| PCA Investment Advisory Services Inc. | 284.7K | $9.64M | $345.1K | Added$928.3K |
| Sterling Wealth Advisors Inc | 254.3K | $9.57M | $1.27M | Added$1.36M |
| Parkwoods Wealth Partners, LLC | 275.7K | $9.34M | $290.4K | Added$2M |
| Towneley Capital Management, Inc / DE | 274K | $9.28M | $353.4K | Added$223.2K |
| Beaird Harris Wealth Management, LLC | 267.3K | $9.05M | $344.9K | Added$142.6K |
| ENTREWEALTH, LLC | 266.8K | $9.03M | −$439.8K | Added$179K |
| Kure Advisory, LLC | 266.7K | $9.03M | $341.4K | Added$410.7K |
| Aptus Capital Advisors, LLC | 262.5K | $8.89M | $333.4K | Added$471.8K |
| Amicus Financial Advisors, LLC | 257.7K | $8.73M | $332.4K | Added$311.7K |
| Vermillion & White Wealth Management Group, LLC | 257.6K | $8.72M | $292.5K | Added$1.34M |
| CLARIS ADVISORS, LLC / MO / | 255.8K | $8.66M | $324.8K | Added$458.5K |
| Security Financial Services, INC. | 253.9K | $8.6M | $327.5K | Cut−$4.89M |
| Monument Group Wealth Advisors, LLC | 252.8K | $8.56M | $320.6K | Added$466.1K |
| Efficient Advisors, LLC | 250.6K | $8.48M | $323.2K | Cut−$4.95M |
| DecisionPoint Financial, LLC | 247.9K | $8.39M | $319.9K | Added$305.9K |
| Quantum Financial Advisors, LLC | 247.6K | $8.38M | $319.4K | Added$247.9K |
| Compass Financial Group, Inc. | 246.8K | $8.36M | $318.3K | Added$256.4K |
| Parkshore Wealth Management, Inc. | 245.8K | $8.32M | $256.4K | Added$1.85M |
| DEMMING FINANCIAL SERVICES CORP /ADV | 243.3K | $8.24M | $304.4K | Added$546.5K |
| Essential Planning, LLC. | 241.1K | $8.16M | $311K | Added$214.6K |
| Graver Capital Management, LLC | 239.7K | $8.12M | $297.2K | Added$613.4K |
| Koshinski Asset Management, Inc. | 239.3K | $8.1M | — | New |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 223K | $8.04M | $466.1K | Cut−$45K |
| Great Waters Wealth Management | 236.5K | $8.01M | $305.1K | Cut−$622.1K |
| Baird Financial Group, Inc. | 236.4K | $8.01M | $233.8K | Added$2.1M |
| SIMA Wealth Partners, LLC | 235.5K | $7.97M | $280.5K | Added$893.6K |
| Discipline Wealth Solutions, LLC | 235.3K | $7.97M | $120.7K | Added$4.92M |
| GEM Asset Management, LLC | 233.3K | $7.9M | $25K | Added$880.1K |
| Savant Capital, LLC | 232.7K | $7.88M | $149.7K | Added$4.1M |
| Trinity Financial Advisors LLC | 227.9K | $7.72M | $223.6K | Added$2.07M |
| Midwest Heritage Bank, FSB | 226.6K | $7.67M | $282.4K | Added$543.1K |
| SAX WEALTH ADVISORS, LLC | 234.8K | $7.65M | $0 | Held |
| Archford Capital Strategies, LLC | 222.4K | $7.53M | $235.1K | Added$1.59M |
| DeLarme Wealth Management, Inc. | 217.7K | $7.37M | $265K | Added$677.7K |
| Heritage Wealth Management, Inc./Texas | 216.9K | $7.35M | $273.7K | Added$444K |
| Oceanside Advisors LLC | 215.9K | $7.31M | $277.7K | Added$298.1K |
| Wealthquest Corp | 221.8K | $7.23M | $0 | Held |
| CAPTRUST FINANCIAL ADVISORS | 207.8K | $7.04M | $268.1K | Cut−$1.03M |
| Jacobi Capital Management LLC | 206.6K | $6.99M | $230.4K | Added$1.18M |
| IronBridge Private Wealth, LLC | 205.4K | $6.96M | — | New |
| Shore Point Advisors, LLC | 205K | $6.94M | $264.4K | Added$23.9K |
| KEB ASSET MANAGEMENT, LLC | 202.3K | $6.85M | $241.4K | Added$754.7K |
| Arax Advisory Partners | 201.8K | $6.84M | $263.7K | Added$487.6K |
| DWR WEALTH MANAGEMENT, LLC | 208K | $6.8M | $8.72K | Added$1.12M |
| GK Wealth Management LLC | 208K | $6.8M | — | New |
| Pathstone Holdings, LLC | 200.5K | $6.79M | $183.7K | Added$2.15M |
| SEVEN MILE ADVISORY | 199.5K | $6.76M | $257.4K | Cut−$5.21M |
| MBA Advisors LLC | 194.6K | $6.59M | $237.1K | Added$602.8K |
| Waverly Advisors, LLC | 192.3K | $6.51M | — | New |
| LEGACY FINANCIAL GROUP, INC. | 188.4K | $6.38M | $243.1K | Added$61.8K |
| PINNACLE ASSOCIATES LTD | 187.8K | $6.36M | $242.3K | Cut−$695.1K |
| Pinnacle Wealth Management Advisory Group, LLC | 187.8K | $6.36M | $242.3K | Cut−$695.1K |
| Note Advisors, LLC | 185.6K | $6.28M | −$114K | Added$138K |
| Vermillion Wealth Management, Inc. | 183.2K | $6.2M | $217.4K | Added$714K |
| Integrity Wealth Solutions LLC | 181.9K | $6.16M | $234.6K | Added$91K |
| Keebeck Wealth Management | 181.2K | $6.14M | $87.1K | Added$3.94M |
| Fort Henry Capital, LLC | 174.9K | $5.92M | $225.6K | Added$65.8K |
| CURIO WEALTH, LLC | 174.5K | $5.91M | $244.3K | Added$65.8K |
| Integrated Wealth Concepts LLC | 173.5K | $5.87M | $88.8K | Added$3.63M |
| EverSource Wealth Advisors, LLC | 169.1K | $5.72M | $191K | Added$901.4K |
| Elser Financial Planning, Inc | 170.3K | $5.7M | — | New |
| Two West Capital Advisors LLC | 152.6K | $5.7M | $731.1K | Added$622.8K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 167.1K | $5.66M | $206.2K | Added$451.4K |
| ArborFi Advisors, LLC | 167.1K | $5.66M | $170.9K | Added$1.34M |
| Sageworth Trust Co | 166.7K | $5.64M | $215K | Added$211.4K |
| PENOBSCOT WEALTH MANAGEMENT | 161.8K | $5.48M | $179.2K | Added$954.5K |
| PFG Advisors | 161.8K | $5.48M | $195.9K | Added$533K |
| SUTTON PLACE INVESTORS LLC | 157.7K | $5.34M | $200K | Added$288.7K |
| AA Financial Advisors, LLC | 156.7K | $5.31M | $202.1K | Cut−$4.17M |
| BUILDER INVESTMENT GROUP INC /ADV | 154.8K | $5.24M | $199.7K | Added$7.7K |
| Thayer Financial, L.L.C. | 154.6K | $5.24M | $198.2K | Added$232.9K |
| IAG Wealth Partners, LLC | 153.7K | $5.21M | $198.3K | Added$83.1K |
| Allworth Financial LP | 153.6K | $5.2M | $143.4K | Added$1.58M |
| Pettinga Financial Advisors LLC | 147.6K | $5M | $190.3K | Added$194K |
| North Capital, Inc. | 146.7K | $4.97M | $182.7K | Added$334.8K |
| Linscomb Wealth, Inc. | 146.5K | $4.96M | $182.7K | Added$347.1K |
| American Capital Advisory, LLC | 144.9K | $4.91M | $141.8K | Added$1.33M |
| Navigate Wealth Management, LLC | 132.2K | $4.9M | — | Held |
| VANCE WEALTH, LLC | 143.6K | $4.86M | $128.7K | Added$1.61M |
| AlphaStar Capital Management, LLC | 140.6K | $4.76M | $165.3K | Added$586.7K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 139.8K | $4.74M | $180.4K | Cut−$45K |
| Employees' Retirement Fund of the City of Fort Worth | 139.3K | $4.72M | $179.7K | Added$179.7K |
| Ledgewood Wealth Advisors, LLC | 138K | $4.67M | $178K | Added$171.4K |
| Daner Wealth Management, LLC | 119.3K | $4.65M | $348.5K | Added$438.2K |
| Equitable Holdings, Inc. | 139.4K | $4.54M | −$0 | Added$189.2K |
| Plancorp, LLC | 125.5K | $4.53M | $438K | Added$438K |
| Sculati Wealth Management, LLC | 132.5K | $4.49M | $168K | Added$246.6K |
| SouthState Bank Corp | 131.7K | $4.46M | $156.9K | Added$499.3K |
| RETIREMENT INCOME SOLUTIONS, INC | 130K | $4.4M | $144.6K | Added$751.3K |
| Bay Harbor Wealth Management, LLC | 127.5K | $4.32M | $164.5K | Added$73.2K |
| Saxony Capital Management, LLC | 120.2K | $4.07M | $149.6K | Added$294.1K |
| Aegis Wealth Management LLC | 120.1K | $4.07M | $154.9K | Added$72.1K |
| Wingate Wealth Advisors, Inc. | 119.6K | $4.05M | $145K | Added$386.9K |
| KILNER CAPITAL ADVISORS, LLC | 116.5K | $3.94M | $147.4K | Added$221.3K |
| Burton Enright Welch | 116.3K | $3.94M | $147.8K | Added$206.1K |
| Tillman Hartley LLC | 115.5K | $3.91M | $130.4K | Added$620.8K |
| MOODY NATIONAL BANK TRUST DIVISION | 115.3K | $3.9M | $141.1K | Added$342K |
| Jacobsen Capital Management | 114K | $3.86M | — | New |
| NORTHWEST WEALTH MANAGEMENT, LLC | 112.7K | $3.82M | $145.4K | Added$3.45K |
| Plan Group Financial, LLC | 110.4K | $3.74M | $142.4K | Cut−$975.6K |
| Blue Trust, Inc. | 110.2K | $3.73M | $139.2K | Added$218K |
| BIP Wealth, LLC | 109.2K | $3.7M | $130.8K | Added$394.3K |
| HB Wealth Management, LLC | 109K | $3.69M | $133.7K | Added$316.1K |
| Crown Wealth Group, LLC | 107.4K | $3.64M | — | New |
| CVA Family Office, LLC | 107.1K | $3.63M | $69.4K | Added$1.88M |
| Arkadios Wealth Advisors | 107K | $3.62M | $80.3K | Added$1.59M |
| Keating Financial Advisory Services, Inc. | 106.5K | $3.61M | $110.6K | Added$812.9K |
| Financial Engines Advisors L.L.C. | 104.9K | $3.55M | $135.4K | Added$71.7K |
| Kestra Advisory Services, LLC | 104.6K | $3.54M | $112.3K | Added$706.8K |
| NewEdge Wealth, LLC | 103.8K | $3.51M | $37.1K | Added$2.58M |
| City State Bank | 103.5K | $3.5M | $123.9K | Added$376.1K |
| BAKER BOYER NATIONAL BANK | 102.6K | $3.47M | $130.4K | Added$181.1K |
| Capstone Wealth Management, Inc. | 99.2K | $3.38M | $76.6K | Added$172.3K |
Who left
- McMill Wealth Management$7.09M
- Clear Creek Financial Management, LLC$2.22M
- Diversify Advisory Services, LLC$1.14M
- StoneX Group Inc.$1.05M
- AXXCESS WEALTH MANAGEMENT, LLC$389.5K
- Fisher Asset Management, LLC$331.2K
- XML Financial, LLC$291.3K
- Westwood Wealth Management$273.8K
- Quadrature Capital Ltd$226.5K
- EARNED WEALTH ADVISORS, LLC$223.8K
- Simplicity Wealth,LLC$209K
- CHILTON CAPITAL MANAGEMENT LLC$152.3K
- EQ WEALTH ADVISORS, LLC$65.2K
- Cullen/Frost Bankers, Inc.$47.4K
- Wealth Watch Advisors, INC$43.8K
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.