Stock
Reported value
$4.76B
Holders
365
+43 new · −27 exited
Holders’ est. mark
$201.8M
Price effect on 231 books still in the name
Largest holder
$736.4M
Savant Capital, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $2.67M
- Icahn Capital0.0% · $1.52M
- Citadel0.0% · $1.13M
- Fidelity0.0% · $104.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Savant Capital, LLC | 20.6M | $736.4M | $26.2M | Added$137.9M |
| Corient Private Wealth LLC | 6.77M | $241.6M | $9.26M | Added$27.3M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4.59M | $163.9M | $6.66M | Added$12M |
| Foster Group, Inc. | 4.06M | $145M | $6.09M | Added$3.22M |
| Cetera Investment Advisers | 3.67M | $131M | $3.48M | Added$51.5M |
| Truepoint, Inc. | 3.59M | $128M | $5.12M | Added$11.4M |
| Root Financial Partners, LLC | 3.14M | $112.3M | $4.12M | Added$18.4M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 3M | $107M | $4.44M | Added$5.77M |
| EP Wealth Advisors, LLC | 2.79M | $99.8M | $4.19M | Cut−$7.21M |
| Pathstone Holdings, LLC | 2.55M | $91.2M | $3.83M | Added$3.64M |
| Vise Technologies, Inc. | 2.58M | $88.3M | $0 | Held |
| Summit Financial Strategies, Inc. | 2.41M | $86M | $3.3M | Added$10.7M |
| Beacon Pointe Advisors, LLC | 2.19M | $78.2M | $3.11M | Added$7.25M |
| Cerity Partners LLC | 2.17M | $77.4M | $2.64M | Added$17.1M |
| HighTower Advisors, LLC | 2.16M | $77.2M | $3.24M | Added$3.18M |
| LPL Financial LLC | 1.81M | $64.6M | $2.38M | Added$10.3M |
| DiNuzzo Private Wealth, Inc. | 1.8M | $64.4M | $2.71M | Added$2.33M |
| Apella Capital, LLC | 1.46M | $54.7M | $4.14M | Added$9.59M |
| Quent Capital, LLC | 1.48M | $52.7M | $1.99M | Added$7.33M |
| BANK OF MONTREAL /CAN/ | 1.46M | $52.3M | $2.06M | Added$5.27M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.41M | $50.4M | $2.12M | Added$308.5K |
| Index Fund Advisors, Inc. | 1.37M | $48.9M | $1.81M | Added$7.62M |
| EXENCIAL WEALTH ADVISORS, LLC | 1.33M | $47.4M | $1.42M | Added$15M |
| MATHER GROUP, LLC. | 1.24M | $44.5M | $1.77M | Added$4.09M |
| Premier Financial Group | 1.14M | $40.9M | $1.73M | Added$1.84M |
| CWM, LLC | 1.14M | $40.6M | $34.5M | Added$40.6M |
| Mariner, LLC | 1.14M | $40.6M | $1.41M | Added$8.32M |
| Destiny Wealth Partners, LLC | 1.01M | $36.2M | $0 | Cut−$739.2K |
| BANK OF AMERICA CORP /DE/ | 958.4K | $34.2M | $1.44M | Added$1.18M |
| Team Hewins, LLC | 944.4K | $33.7M | $1.37M | Added$2.41M |
| GREAT OAK CAPITAL PARTNERS, LLC | 913.7K | $33.6M | $1.93M | Added$2.67M |
| OneDigital Investment Advisors LLC | 936.8K | $33.5M | $1.4M | Added$1.45M |
| Lakeshore Financial Planning, Inc. | 931.6K | $33.3M | $774.6K | Added$15.6M |
| Diversified Portfolios, Inc. | 916.4K | $32.7M | $1.15M | Added$6.45M |
| EnRich Financial Partners LLC | 908.2K | $32.4M | $1.36M | Added$477.4K |
| Acropolis Investment Management, LLC | 906.8K | $32.4M | $1.35M | Added$1.67M |
| Tumwater Wealth Management, LLC | 894.9K | $32M | $1.34M | Added$1.46M |
| Waterloo Capital, L.P. | 843.2K | $30.1M | — | New |
| Linscomb Wealth, Inc. | 838.1K | $29.9M | $570.4K | Added$16.9M |
| WPWealth LLP | 825.7K | $29.5M | $1.24M | Cut−$850.2K |
| ACORN CREEK CAPITAL LLC | 791.4K | $28.3M | $1.19M | Added$1.12M |
| RAYMOND JAMES FINANCIAL INC | 784.6K | $28M | $1.05M | Added$3.99M |
| Fort Vancouver Investment Management, LLC | 781.8K | $27.9M | $1.11M | Added$2.51M |
| Tilson Financial Group, Inc. | 781.3K | $27.9M | $1.15M | Added$1.75M |
| Wescott Financial Advisory Group, LLC | 762.2K | $27.2M | $1.02M | Added$3.97M |
| Wealth Architects, LLC | 696.8K | $24.9M | $992.1K | Added$2.25M |
| TOBIAS FINANCIAL ADVISORS, INC. | 691.2K | $24.7M | $900K | Added$4.16M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 686.2K | $24.6M | $315.7K | Cut−$18.1M |
| ECLECTIC ASSOCIATES INC /ADV | 669.8K | $23.9M | $760.7K | Added$6.51M |
| STAGE HARBOR FINANCIAL, LLC | 667.2K | $23.8M | $949K | Added$2.18M |
| Three Arch Wealth Management LLC | 617.6K | $22.1M | $898K | Added$1.57M |
| ENVESTNET ASSET MANAGEMENT INC | 615.5K | $22M | $255K | Added$16.2M |
| Evanson Asset Management, LLC | 601.1K | $21.5M | $791.9K | Added$3.4M |
| HILL ISLAND FINANCIAL LLC | 599.6K | $21.4M | $892K | Added$1.07M |
| Creative Planning | 581.9K | $20.8M | $856.7K | Added$1.24M |
| West Financial Advisors, LLC | 571.8K | $20.4M | — | New |
| Compass Advisory Group LLC | 554.4K | $19.8M | — | New |
| VeraBank, N.A. | 554.1K | $19.8M | $811.1K | Added$1.29M |
| Clearstead Advisors, LLC | 532.2K | $19M | $1.09K | Added$19M |
| Trinity Financial Advisors LLC | 462.5K | $16.5M | $648.5K | Added$1.73M |
| Financial Engines Advisors L.L.C. | 441.8K | $15.8M | $662.6K | Added$535K |
| Austin Asset Management Co Inc | 432.2K | $15.4M | $645.1K | Added$720.3K |
| SACHEM HILL LLC | 427.3K | $15.3M | $609.3K | Added$1.36M |
| Foundry Financial LLC | 427K | $15.2M | $427K | Added$5.51M |
| KELLY FINANCIAL GROUP LLC | 422K | $15.1M | $632.2K | Added$331.4K |
| JPMORGAN CHASE & CO | 423.6K | $14.9M | $360K | Cut−$1.33M |
| Disciplined Investments, LLC | 397.6K | $14.2M | $526.3K | Added$2.2M |
| Chicago Partners Investment Group LLC | 373.7K | $14M | $653.9K | Added$23.8K |
| LIBERTY WEALTH MANAGEMENT LLC | 382.4K | $13.7M | $577K | Added$424.6K |
| BOS Asset Management, LLC | 381.4K | $13.6M | $560.2K | Added$842.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 380.3K | $13.6M | $10.9K | Added$13.3M |
| Sterling Wealth Management, Inc. | 380.1K | $13.6M | $560.3K | Added$793.9K |
| Advisory Alpha, LLC | 372.4K | $13.3M | $558.6K | Added$203.3K |
| Burk Holdings LLC | 367.1K | $13.1M | $509.4K | Added$1.49M |
| Equita Financial Network, Inc. | 363.2K | $13M | $487.4K | Added$1.85M |
| Allworth Financial LP | 356.3K | $12.7M | $511.1K | Added$1.07M |
| RFG Advisory, LLC | 331.9K | $11.9M | $486.8K | Added$750.8K |
| McKinley Carter Wealth Services, Inc. | 312.6K | $11.2M | — | New |
| Navigate Wealth Management, LLC | 291.1K | $10.9M | — | Held |
| Pillar Financial Advisors, LLC | 299.6K | $10.7M | $433.3K | Added$817K |
| MONOGRAPH WEALTH ADVISORS, LLC | 295.2K | $10.5M | $388.6K | Added$1.68M |
| TCI Wealth Advisors, Inc. | 294.7K | $10.5M | $405.5K | Added$1.28M |
| Prudent Man Investment Management, Inc. | 304.9K | $10.4M | $0 | Cut−$8.48K |
| Level Financial Advisors | 290.6K | $10.4M | $411.9K | Added$983.3K |
| Focus Partners Wealth | 290.4K | $10.4M | $405.4K | Added$1.13M |
| LEGACY FINANCIAL GROUP, INC. | 286.9K | $10.2M | $412.1K | Added$845.4K |
| FinDec Wealth Services, Inc. | 285K | $10.2M | $427.5K | Cut−$1.61M |
| Gemmer Asset Management LLC | 284.8K | $10.2M | $404.1K | Added$955.1K |
| SAX WEALTH ADVISORS, LLC | 288.1K | $9.86M | $0 | Held |
| Golden Bell Financial Planning LLC | 275.4K | $9.83M | $391.6K | Added$901.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 271.7K | $9.7M | $372.2K | Added$1.21M |
| Ruedi Wealth Management, Inc. | 260.2K | $9.29M | $350.7K | Added$1.29M |
| FIDUCIARY FINANCIAL GROUP, LLC | 248.8K | $8.89M | $350.1K | Added$901.4K |
| WJ Wealth Management, LLC | 238.6K | $8.52M | — | New |
| Atlantic Union Bankshares Corp | 233.5K | $8.34M | $304.6K | Added$1.39M |
| Longview Financial Advisors LLC | 229K | $8.18M | $332.9K | Added$585.5K |
| VANCE WEALTH, LLC | 227.3K | $8.12M | $297.5K | Added$1.33M |
| MML INVESTORS SERVICES, LLC | 226.6K | $8.09M | $290.5K | Added$1.47M |
| Focus Partners Advisor Solutions, LLC | 238.5K | $8.05M | −$99.9K | Added$831.5K |
| Waverly Advisors, LLC | 225.1K | $8.04M | $286.4K | Added$1.51M |
| Mustard Seed Financial, LLC | 222.8K | $7.96M | $302.4K | Added$1.06M |
| OSAIC HOLDINGS, INC. | 213.6K | $7.63M | $302.9K | Added$721.3K |
| Cordant, Inc. | 209.4K | $7.48M | $264.1K | Added$1.46M |
| BFSG, LLC | 202.1K | $7.22M | $249.8K | Added$1.52M |
| Sequoia Financial Advisors, LLC | 201.5K | $7.2M | $302.3K | Cut−$1.57M |
| STIFEL FINANCIAL CORP | 192.2K | $6.86M | $287.9K | Added$297.4K |
| Modera Wealth Management, LLC | 176.9K | $6.32M | $265.3K | Added$263.9K |
| Johnson Wealth Management, LLC | 174.7K | $6.24M | $239.2K | Added$781.9K |
| STUDIO INVESTMENT MANAGEMENT LLC | 174.6K | $6.23M | $254.7K | Added$424.9K |
| SENTINEL PENSION ADVISORS, LLC | 168.9K | $6.03M | $253.4K | Cut−$1.41M |
| VESTIA PERSONAL WEALTH ADVISORS | 165.9K | $5.92M | $4.16K | Added$1.59M |
| LRI Investments, LLC | 164.2K | $5.86M | $246.3K | Cut−$133.1K |
| Blue Trust, Inc. | 163.9K | $5.85M | $231.3K | Added$577.4K |
| Farther Finance Advisors, LLC | 163.4K | $5.85M | $252.2K | Added$386.8K |
| MASTER'S WEALTH MANAGEMENT INC. | 161.8K | $5.78M | $214.2K | Added$892.7K |
| Elser Financial Planning, Inc | 160.6K | $5.73M | — | New |
| Larson Financial Group LLC | 158.2K | $5.65M | $237.3K | Cut−$147.4K |
| Redwood Park Advisors LLC | 154.7K | $5.52M | $227.9K | Added$327K |
| GEM Asset Management, LLC | 154.4K | $5.51M | $97.4K | Added$975.8K |
| BIP Wealth, LLC | 153.7K | $5.49M | $194.5K | Added$1.05M |
| PINNEY & SCOFIELD, INC. | 149.5K | $5.34M | $216.5K | Added$398.4K |
| ROYAL BANK OF CANADA | 147.5K | $5.27M | $34.8K | Added$4.49M |
| ELEVATE WEALTH ADVISORY, INC | 141.7K | $5.06M | $172.8K | Added$1.12M |
| Vawter Financial, Ltd. | 139.6K | $4.99M | $208.8K | Added$222.9K |
| First Financial Group Corp | 137K | $4.89M | $187.7K | Added$612.1K |
| McCartney Wealth Management LLC | 135.9K | $4.85M | $200.1K | Added$290K |
| American Investment Services, Inc. | 130.1K | $4.64M | $167K | Added$836.6K |
| Gradient Capital Advisors, LLC | 128.7K | $4.59M | $184.7K | Added$382.6K |
| Sprinkle Financial Consultants LLC | 127.2K | $4.54M | $187.8K | Added$263.6K |
| Private Advisor Group, LLC | 126.4K | $4.51M | $159.9K | Added$867.8K |
| Plancorp, LLC | 122.8K | $4.51M | $307.5K | Added$334.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 123.3K | $4.4M | $184.5K | Added$196.2K |
| Mills Wealth Advisors LLC | 122.3K | $4.37M | $172.9K | Added$422.4K |
| MORRIS FINANCIAL CONCEPTS, INC. | 119.5K | $4.27M | $129.9K | Added$1.3M |
| Francis Financial, Inc. | 118K | $4.21M | $176.9K | Cut−$8.19M |
| Composition Wealth, LLC | 117.7K | $4.2M | $176.5K | Cut−$3M |
| COMMERCE BANK | 117.5K | $4.2M | — | New |
| BDFS Capital LLC | 115.8K | $4.14M | $164.8K | Added$378.2K |
| Glass Jacobson Investment Advisors llc | 113.3K | $4.05M | $148.1K | Added$669.6K |
| CLG LLC | 112.7K | $4.02M | $156.2K | Added$461K |
| PANORAMIC INVESTMENT ADVISORS, LLC | 111.5K | $3.98M | $156.8K | Added$404.7K |
| Avidian Wealth Enterprises, LLC | 110.1K | $3.93M | $84.6K | Added$2M |
| COLLECTIVE FAMILY OFFICE LLC | 109.1K | $3.9M | $157.5K | Added$304.6K |
| Cyndeo Wealth Partners, LLC | 107.5K | $3.84M | $161.2K | Added$47.2K |
| Sage Mountain Advisors LLC | 106.5K | $3.8M | — | New |
| PKS Advisory Services, LLC | 104.6K | $3.74M | $126.5K | Added$851.5K |
| Quantinno Capital Management LP | 103.8K | $3.71M | $75.3K | Added$1.99M |
| Summit Wealth Group, LLC | 102.1K | $3.65M | $149.6K | Added$233.7K |
| Arax Advisory Partners | 101.6K | $3.63M | $152.4K | Cut−$283.9K |
| Qube Research & Technologies Ltd | 99.5K | $3.55M | $108.9K | Added$1.07M |
| Wealthcare Advisory Partners LLC | 98.7K | $3.53M | $148.1K | Added$22.3K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 98.2K | $3.51M | $117K | Added$840.2K |
| Compass Financial Group, Inc. | 96.9K | $3.46M | $133K | Added$426.7K |
| Envision Financial Planning, LLC | 95.4K | $3.41M | $141.6K | Added$177.5K |
| Strategent Financial, LLC | 94.9K | $3.39M | $141.8K | Added$154.2K |
| Eldridge Investment Advisors, Inc. | 93.6K | $3.34M | $64.5K | Added$1.87M |
| Apeiron RIA LLC | 91.7K | $3.27M | −$43.2K | Added$81.7K |
| Vantage Point Financial LLC | 85.6K | $3.06M | $128.4K | Cut−$3.2K |
| Investmark Advisory Group LLC | 84.4K | $3.01M | $126.6K | Added$96.5K |
| McGrath & Associates, Inc. | 51.6K | $3.01M | $444.1K | Added$2.38M |
| City State Bank | 84.2K | $3.01M | $104.3K | Added$628.1K |
| Quadrature Capital Ltd | 80.4K | $2.87M | — | New |
| Pine Harbor Wealth Management, LLC | 77.8K | $2.78M | $116.6K | Cut−$170.3K |
| Financial Harvest, LLC | 76.6K | $2.74M | $95.2K | Added$563.6K |
| CLUNE & ASSOCIATES, LTD. | 76.3K | $2.73M | $111.2K | Added$189.8K |
| Strategic Investment Solutions, Inc. /IL | 75.4K | $2.69M | $106.8K | Added$139.3K |
| Renaissance Technologies | 74.9K | $2.67M | — | New |
| E6 Portfolios, LLC | 73K | $2.61M | $99.9K | Added$327.1K |
| Vannoy Advisory Group, Inc. | 71.4K | $2.55M | $107.1K | Added$36K |
| Merit Financial Group, LLC | 69.5K | $2.48M | $101.4K | Added$170.2K |
| STALEY CAPITAL ADVISERS INC | 69K | $2.46M | $80.1K | Added$636K |
| Sanctuary Advisors, LLC | 66.7K | $2.38M | $91.9K | Added$286.6K |
| Porter White Investment Advisors, Inc. | 66.6K | $2.38M | $99.3K | Added$113.2K |
| BUILDER INVESTMENT GROUP INC /ADV | 65.8K | $2.35M | $98.7K | Cut−$36.1K |
| Essex Financial Services, Inc. | 65.1K | $2.33M | $94.3K | Added$175.5K |
| Wolfstich Capital, LLC | 64.9K | $2.27M | $55.1K | Cut−$3.96M |
| Integras Partners LLC | 63.5K | $2.27M | — | New |
| Lido Advisors, LLC | 63.6K | $2.27M | $127.5K | Cut−$1.66M |
| Wilkerson Advisory Group LLC | 63.5K | $2.27M | — | New |
| Clear Creek Financial Management, LLC | 62.7K | $2.24M | $58K | Added$917.9K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 62.7K | $2.24M | $9.61K | Added$2.02M |
| Disciplined Investors, L.L.C. | 59K | $2.11M | $69.7K | Added$517K |
| SC&H Financial Advisors, Inc. | 58.2K | $2.08M | $66.3K | Added$567.6K |
| GEN Financial Management, INC. | 57.8K | $2.06M | $86.6K | Added$84K |
| Mraz, Amerine & Associates, Inc. | 57.6K | $2.06M | $86.4K | Cut−$20.5K |
| Drucker Wealth 3.0, LLC | 57.1K | $2.04M | $85.6K | Cut−$51.8K |
| AIRE ADVISORS, LLC | 54.3K | $1.94M | $81.5K | Added$55.1K |
| Berger Financial Group, Inc | 49.7K | $1.77M | $74.5K | Added$6.83K |
| Equitable Holdings, Inc. | 51.8K | $1.77M | $0 | Cut−$126.3K |
| HARBOUR INVESTMENTS, INC. | 49.5K | $1.77M | $17.2K | Added$1.38M |
| Kestra Advisory Services, LLC | 48.6K | $1.74M | $71.8K | Added$97.8K |
| L.K. Benson & Company, P.C. | 48.1K | $1.72M | $71.9K | Added$78.2K |
| Zhang Financial LLC | 47K | $1.68M | $70.4K | Added$27.4K |
| Cannon Financial Strategists, Inc. | 46.5K | $1.66M | $67.1K | Added$130.5K |
| Vestmark Advisory Solutions, Inc. | 45.3K | $1.62M | — | New |
| CAPTRUST FINANCIAL ADVISORS | 43.4K | $1.55M | $65K | Added$60.1K |
| Icahn Capital | 42.5K | $1.52M | $20.2K | Added$1.06M |
| RETIREMENT GUYS FORMULA LLC | 42.4K | $1.51M | $63.5K | Cut−$218.4K |
| PCA Investment Advisory Services Inc. | 42.3K | $1.51M | $60K | Added$142.3K |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 41.3K | $1.48M | $61K | Added$83.4K |
| FORTERIS WEALTH MANAGEMENT INC. | 39.8K | $1.42M | $53.4K | Added$205.9K |
| Petersen Hastings Wealth Advisors Inc. | 36.2K | $1.29M | $54.3K | Added$39.4K |
| Savvy Advisors, Inc. | 34.9K | $1.25M | $52.3K | Cut−$77.7K |
| Disciplined Equity Management, Inc. | 34K | $1.21M | $50.9K | Added$50.9K |
| COWA, LLC | 33.6K | $1.2M | $50.4K | Added$48K |
| Bridgewater Advisors Inc. | 30.6K | $1.17M | $79.6K | Added$79.6K |
| CURIO WEALTH, LLC | 32.8K | $1.17M | $22.6K | Added$465.2K |
| Emprise Bank | 32.2K | $1.15M | $48.4K | Cut−$4.55K |
| Formidable Asset Management, LLC | 33.6K | $1.15M | $42.7K | Added$76.8K |
| Aegis Wealth Management LLC | 32K | $1.14M | $42.8K | Added$168.4K |
| Citadel | 31.6K | $1.13M | — | New |
| Samalin Investment Counsel, LLC | 31.3K | $1.12M | $44.4K | Added$103.7K |
| Spire Wealth Management | 31.1K | $1.11M | $37.7K | Added$248.8K |
| Oceanside Advisors LLC | 30.2K | $1.08M | $40.4K | Added$158.9K |
| Parkwoods Wealth Partners, LLC | 28.9K | $1.03M | $43.3K | Added$45.6K |
| LifeSteps Financial, Inc. | 28.4K | $1.02M | — | New |
| Sterling Financial Planning, Inc. | 28.4K | $1.01M | $40.7K | Added$85.5K |
| Fortis Capital Management LLC | 28.1K | $1M | $10.3K | Added$766.7K |
| Infinity Wealth Counsel, LLC | 27.4K | $979.5K | $40.4K | Added$59.1K |
| IFP Advisors, Inc | 27.3K | $973.4K | $40.9K | Added$40.9K |
| CARDIFF PARK ADVISORS, LLC | 27K | $965.4K | $40.6K | Cut−$21.8K |
| MORGAN STANLEY | 26.5K | $944.9K | $22.8K | Added$424.5K |
| Financially in Tune, LLC | 26.3K | $940.1K | $39.4K | Added$40.4K |
| CHOREO, LLC | 25.8K | $919.9K | $31.4K | Added$8.96K |
| Seneschal Advisors, LLC | 25K | $893.9K | $33.6K | Added$128.3K |
| Dorsey & Whitney Trust CO LLC | 24.4K | $872K | $36.1K | Added$48.7K |
| Oder Investment Management, LLC | 23.7K | $846.6K | $23.6K | Added$308.1K |
| Vistica Wealth Advisors, LLC | 23K | $822.6K | $34.6K | Cut−$339.9K |
| Approach Retirement Advisors, LLC | 22.6K | $808.8K | $34K | Added$34.1K |
| Fortitude Family Office, LLC | 22.5K | $803.9K | $33.8K | Added$33.8K |
| Long Island Wealth Management, Inc. | 22.1K | $790.8K | $11.3K | Added$533.3K |
| MISSION WEALTH MANAGEMENT, LP | 21.5K | $768.9K | $30.3K | Added$76.9K |
| Ocean Park Asset Management, LLC | 21.3K | $760.6K | — | New |
| Baird Financial Group, Inc. | 20.7K | $739.3K | $11.7K | Added$473.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.6K | $734.7K | $30.9K | Cut−$1.39M |
| Perigon Wealth Management, LLC | 20.5K | $732.5K | $30.8K | Added$25.1K |
| Washington Trust Advisors, Inc. | 20.1K | $716.9K | $30K | Added$31.8K |
| Momentous Wealth Management, Inc. | 19.8K | $707.3K | $29.7K | Cut−$152K |
| Ponta Wealth Partners, LLC | 19.8K | $707.3K | $29.7K | Cut−$281.3K |
| Pacific Asset Management, LLC | 19.8K | $705.4K | $25.9K | Added$115.4K |
| Tyche Wealth Partners LLC | 19.3K | $689.8K | — | New |
| EASTERN BANK | 19.1K | $683.7K | $28.7K | Cut−$415.2K |
| Parkshore Wealth Management, Inc. | 19K | $678.1K | $26.2K | Added$81.6K |
| Tortoise Investment Management, LLC | 18.8K | $671.6K | $17.7K | Added$267.7K |
| Cogent Private Wealth, Inc. | 18.7K | $668K | $28.1K | Added$16.6K |
| OPTIMA CAPITAL LLC | 18.5K | $660.6K | $27.8K | Added$27.8K |
| Everest Financial Group LLC | 17.3K | $616.5K | — | New |
| Triangle Securities Wealth Management | 17.1K | $609.8K | $13.6K | Added$300.2K |
| NAPLES GLOBAL ADVISORS, LLC | 16.8K | $599.5K | $25.2K | Added$25.2K |
| TAGStone Capital, Inc. | 16.5K | $588.5K | $24.5K | Added$28.8K |
Who left
- McMill Wealth Management$1.8M
- AXXCESS WEALTH MANAGEMENT, LLC$626.4K
- TRUIST FINANCIAL CORP$601.1K
- Tower Research Capital LLC (TRC)$553.6K
- Larry Mathis Financial Planning, LLC$538.8K
- JANE STREET GROUP, LLC$438.9K
- IFG Advisory, LLC$426.1K
- Orion Porfolio Solutions, LLC$369.1K
- FIRST AMERICAN TRUST, FSB$315K
- Stratos Wealth Partners, LTD.$268K
- CAPITAL INSIGHT PARTNERS, LLC$240.5K
- Family CFO Inc$236.2K
- Tillman Hartley LLC$224.2K
- OpenArc Corporate Advisory, LLC$207.6K
- MATAURO, LLC$201.9K
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.