Stock
Reported value
$4.27B
Holders
337
+38 new · −13 exited
Holders’ est. mark
$69.9M
Price effect on 231 books still in the name
Largest holder
$1.92B
JONES FINANCIAL COMPANIES LLLP
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.14M
- Fidelity0.0% · $217.6K
- Icahn Capital0.0% · $261.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 58.7M | $1.92B | −$10.3M | Added$414.6M |
| Matson Money. Inc. | 11.9M | $401.3M | $8.7M | Added$1.49M |
| Envestnet Portfolio Solutions, Inc. | 3.3M | $111.1M | $2.41M | Cut−$6.53M |
| FIRST CITIZENS BANK & TRUST CO | 3.21M | $108M | $2.34M | Cut−$6.53M |
| Corient Private Wealth LLC | 2.79M | $94M | $1.9M | Added$8.29M |
| Creative Planning | 2.43M | $81.7M | $1.76M | Added$2.09M |
| ENVESTNET ASSET MANAGEMENT INC | 1.84M | $62M | $1.29M | Added$3.94M |
| MATHER GROUP, LLC. | 1.49M | $50M | $1.08M | Cut−$1.48M |
| TCI Wealth Advisors, Inc. | 1.43M | $48M | $1.04M | Added$545.6K |
| BANK OF MONTREAL /CAN/ | 1.42M | $47.7M | $1.02M | Added$1.52M |
| Evanson Asset Management, LLC | 1.4M | $47.2M | $975.4K | Added$3.18M |
| Savant Capital, LLC | 1.3M | $43.8M | $886.2K | Added$3.82M |
| Composition Wealth, LLC | 1.3M | $43.7M | $889K | Added$3.56M |
| Modern Wealth Management, LLC | 1.26M | $43.1M | $1.4M | Added$5.04M |
| JANE STREET GROUP, LLC | 1.27M | $42.6M | $584.4K | Added$16.3M |
| Wescott Financial Advisory Group, LLC | 1.19M | $40M | $866.2K | Cut−$2.68M |
| CWM, LLC | 1.13M | $38.2M | $35.2M | Added$38.1M |
| Root Financial Partners, LLC | 1.12M | $37.7M | $756.8K | Added$3.52M |
| Discipline Wealth Solutions, LLC | 961.8K | $32.4M | $431.8K | Added$12.9M |
| Vise Technologies, Inc. | 916.2K | $30.2M | $0 | Held |
| BANK OF AMERICA CORP /DE/ | 893.1K | $30.1M | $449.9K | Added$9.77M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 845.3K | $28.5M | $504.9K | Added$5.68M |
| Focus Partners Wealth | 830.3K | $28M | $603K | Added$746.9K |
| Cerity Partners LLC | 688.4K | $23.2M | $465.8K | Added$2.16M |
| Index Fund Advisors, Inc. | 676.9K | $22.8M | $464.6K | Added$1.82M |
| SATOVSKY ASSET MANAGEMENT LLC | 641.2K | $21.6M | $6.9K | Added$21.3M |
| TOBIAS FINANCIAL ADVISORS, INC. | 615.7K | $20.7M | $417K | Added$1.92M |
| Shore Point Advisors, LLC | 578K | $19.5M | $251.5K | Added$8.11M |
| ECLECTIC ASSOCIATES INC /ADV | 570.9K | $19.2M | $366.8K | Added$2.64M |
| Alesco Advisors LLC | 545.3K | $18.4M | $392.5K | Added$650.2K |
| Wealth Management Nebraska | 530.4K | $17.9M | $356.5K | Added$1.77M |
| Tanager Wealth Management LLP | 499.6K | $16.8M | $357.8K | Added$675.2K |
| Ballentine Capital Advisors, Inc | 493K | $16.6M | $359.9K | Added$288.7K |
| AIRE ADVISORS, LLC | 457.3K | $15.4M | $331.1K | Added$456.7K |
| LPL Financial LLC | 450.9K | $15.2M | $181K | Added$7.01M |
| Efficient Advisors, LLC | 447.3K | $15.1M | $326.5K | Cut−$12.6M |
| Brand Asset Management Group, Inc. | 444.2K | $15M | $308.2K | Added$1.05M |
| Advisory Alpha, LLC | 422.8K | $14.2M | $285.7K | Added$1.34M |
| Planning Center, Inc. | 411.6K | $13.9M | $300.5K | Cut−$382.3K |
| CLUNE & ASSOCIATES, LTD. | 410.7K | $13.8M | $198.4K | Added$4.88M |
| Abacus Planning Group, Inc. | 374.1K | $12.6M | $258.2K | Added$945.9K |
| SVB WEALTH LLC | 361.8K | $12.2M | $253.5K | Added$742.8K |
| Guardian Wealth Management, LLC | 356.7K | $12.2M | $403K | Added$63.6K |
| Three Arch Wealth Management LLC | 357.4K | $12M | $259.5K | Added$323.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 356.2K | $12M | $73K | Added$8.7M |
| Larson Financial Group LLC | 346.2K | $11.7M | $252.8K | Cut−$372.8K |
| Tillman Hartley LLC | 341.3K | $11.5M | $242.1K | Added$567.8K |
| Ritter Daniher Financial Advisory LLC / DE | 316.8K | $10.7M | $225K | Added$512.1K |
| GEN Financial Management, INC. | 315K | $10.6M | $223.8K | Added$505.8K |
| Quent Capital, LLC | 308.8K | $10.4M | $208.9K | Added$973.4K |
| Allodium Investment Consultants, LLC | 299.3K | $10.1M | $218.5K | Added$131.7K |
| Beacon Pointe Advisors, LLC | 291.8K | $9.83M | $211.8K | Added$268.3K |
| Forvis Mazars Wealth Advisors, LLC | 289.4K | $9.75M | $207K | Added$405.2K |
| Rothschild Wealth LLC | 287.9K | $9.7M | $205.9K | Added$404.8K |
| KELLY FINANCIAL GROUP LLC | 286.3K | $9.64M | $207.9K | Cut−$73.5K |
| JPMORGAN CHASE & CO | 294.7K | $9.62M | −$85.4K | Cut−$294.3K |
| Allworth Financial LP | 278.6K | $9.38M | $201.3K | Added$295.8K |
| Level Financial Advisors | 270.1K | $9.09M | $188.5K | Added$585.6K |
| Disciplined Investments, LLC | 262K | $8.82M | $180.9K | Added$662.1K |
| OSAIC HOLDINGS, INC. | 261.5K | $8.8M | $119.8K | Added$3.39M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 257.9K | $8.69M | $184.1K | Added$379.3K |
| AMI INVESTMENT MANAGEMENT INC | 241.4K | $8.13M | $176.2K | Added$49.9K |
| COLLECTIVE FAMILY OFFICE LLC | 240.7K | $8.1M | $172.1K | Added$338.1K |
| RAYMOND JAMES FINANCIAL INC | 221.4K | $7.46M | $76.8K | Added$3.99M |
| Sequoia Financial Advisors, LLC | 213.1K | $7.18M | $155.6K | Cut−$618.3K |
| Focus Partners Advisor Solutions, LLC | 204.6K | $6.89M | $135.4K | Added$778.8K |
| First Pacific Financial | 203.1K | $6.84M | $148.1K | Added$155.6K |
| Addison Advisors LLC | 199.1K | $6.7M | $145.3K | Added$119.3K |
| Equitable Holdings, Inc. | 202.1K | $6.66M | $0 | Added$855.4K |
| DAVENPORT & Co LLC | 191K | $6.43M | $135K | Added$336.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 178.5K | $6.01M | — | New |
| Syverson Strege & Co | 176.9K | $5.96M | $129.2K | Added$70.3K |
| HARBOR INVESTMENT ADVISORY, LLC | 171.7K | $5.78M | $115.3K | Added$575.9K |
| Apella Capital, LLC | 144.5K | $5.26M | — | New |
| Tilson Financial Group, Inc. | 155.3K | $5.23M | $109.7K | Added$279.2K |
| MORRIS FINANCIAL CONCEPTS, INC. | 151K | $5.08M | $103K | Added$436.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 149.3K | $5.03M | $108.4K | Added$136.6K |
| Dynamic Advisor Solutions LLC | 147.9K | $4.98M | $106.5K | Added$170.7K |
| ACORN CREEK CAPITAL LLC | 147.7K | $4.97M | $107.8K | Cut−$427.1K |
| Integrity Wealth Solutions LLC | 144K | $4.85M | $105.1K | Cut−$19.6K |
| Trinity Financial Advisors LLC | 139.8K | $4.71M | $96.4K | Added$355.8K |
| Waverly Advisors, LLC | 136.2K | $4.58M | $91.7K | Added$444.4K |
| Broadway Wealth Solutions, Inc. | 135.6K | $4.57M | $99K | Added$39.3K |
| CROBAN | 134.7K | $4.54M | $96.7K | Added$172.3K |
| Willow Financial LLC | 134.7K | $4.53M | $88.1K | Added$559.1K |
| OLD MISSION CAPITAL LLC | 133K | $4.48M | $97.1K | Cut−$948.1K |
| PINNEY & SCOFIELD, INC. | 132.8K | $4.47M | $96.6K | Added$115.3K |
| Private Advisor Group, LLC | 129K | $4.34M | $89K | Added$330.4K |
| SACHEM HILL LLC | 118.5K | $3.99M | $86.5K | Cut−$18.9K |
| LAM GROUP, INC. | 114.2K | $3.85M | $83.4K | Cut−$66.5K |
| Spire Wealth Management | 114.1K | $3.84M | $81.7K | Added$156K |
| Williams Financial, LLC | 111K | $3.74M | $81K | Added$35.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 115.6K | $3.66M | −$224.3K | Cut−$1.67M |
| Avior Wealth Management, LLC | 104.5K | $3.52M | $74.1K | Added$174.5K |
| IAG Wealth Partners, LLC | 101.2K | $3.41M | $70K | Added$249.6K |
| Sterling Wealth Management, Inc. | 100.3K | $3.38M | $71.9K | Added$132.2K |
| First Citizens Asset Management, Inc. | 99.1K | $3.34M | $70.4K | Added$161.9K |
| ROYAL BANK OF CANADA | 98.4K | $3.31M | $64.3K | Added$432K |
| Parkwoods Wealth Partners, LLC | 96.3K | $3.24M | $63K | Added$401K |
| Broadhurst Jeffrey B | 95K | $3.2M | $68K | Added$127.7K |
| Waterfront Wealth Inc. | 91.7K | $3.09M | −$152.8K | Added$108.6K |
| Ariadne Wealth Management, LP | 91K | $3.06M | −$233.6K | Cut−$217.3K |
| Sanctuary Advisors, LLC | 87.6K | $2.95M | $52.1K | Added$599.6K |
| VANCE WEALTH, LLC | 82.5K | $2.78M | $43.8K | Added$800K |
| Blue Trust, Inc. | 80.4K | $2.71M | $52.9K | Added$320.2K |
| Aurelius Family Office LLC | 78.4K | $2.64M | $13.1K | Added$50.1K |
| NORTHERN TRUST CORP | 77.3K | $2.6M | $56.2K | Added$65.8K |
| Summit Financial, LLC | 76.7K | $2.58M | $16.8K | Added$1.82M |
| MML INVESTORS SERVICES, LLC | 76.3K | $2.57M | $55.7K | Cut−$33.4K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 70.3K | $2.5M | $121.7K | Added$321.3K |
| Indie Asset Partners, LLC | 71.5K | $2.41M | $50.3K | Added$137K |
| Ruedi Wealth Management, Inc. | 71.5K | $2.41M | $48.8K | Added$206.3K |
| Austin Asset Management Co Inc | 71.2K | $2.4M | $51.9K | Added$37.3K |
| Mariner, LLC | 67.3K | $2.27M | $47K | Added$144.1K |
| Fortis Advisors, LLC | 66.4K | $2.24M | — | New |
| VISTA CAPITAL PARTNERS, INC. | 65.3K | $2.2M | $47.7K | Cut−$285.6K |
| EVOLVE PRIVATE WEALTH, LLC | 64.5K | $2.17M | $47K | Added$47K |
| Colony Family Offices, LLC | 62K | $2.09M | $45.1K | Added$53.4K |
| AdvisorNet Financial, Inc | 60.8K | $2.05M | $44.4K | Added$45.2K |
| Prospect Financial Group LLC | 60.8K | $2.05M | $44.4K | Cut−$4.66K |
| Provident Wealth Management, LLC | 60.1K | $2.02M | $39.6K | Added$234.3K |
| Kestra Advisory Services, LLC | 58.2K | $1.96M | $40.7K | Added$123.8K |
| PFG Advisors | 56K | $1.89M | $38.4K | Added$153.4K |
| VESTIA PERSONAL WEALTH ADVISORS | 55.9K | $1.88M | −$47.9K | Added$8.14K |
| ERn Financial, LLC | 55.6K | $1.87M | $38.7K | Added$127.4K |
| Glass Jacobson Investment Advisors llc | 55.6K | $1.87M | $40.5K | Added$27.9K |
| McNamara Financial Services, Inc. | 55.1K | $1.85M | $40.2K | Cut−$72.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 54.8K | $1.84M | $40K | Cut−$21.3K |
| SEI INVESTMENTS CO | 53.4K | $1.8M | $33.8K | Added$271.7K |
| CLG LLC | 53.4K | $1.8M | $37.3K | Added$111.6K |
| MOTCO | 52.1K | $1.75M | $31.2K | Added$347.1K |
| Ballast Financial Advisors LLC | 51.8K | $1.74M | $37.8K | Added$27.2K |
| Kane Co Wealth Management, Inc. | 49.8K | $1.68M | $36.4K | Added$30.1K |
| Frankly Finances, LLC | 49.3K | $1.66M | $36K | Added$13.9K |
| MORGAN STANLEY | 48.9K | $1.65M | $35.1K | Added$60.5K |
| CAPTRUST FINANCIAL ADVISORS | 48.1K | $1.62M | $34.2K | Added$75K |
| DiNuzzo Private Wealth, Inc. | 48K | $1.62M | $35.1K | Added$30.7K |
| WPWealth LLP | 47.1K | $1.59M | $29.7K | Added$244.4K |
| Elwood & Goetz Wealth Advisory Group, LLC | 46.2K | $1.56M | $33.4K | Added$48.9K |
| Farther Finance Advisors, LLC | 44K | $1.5M | $29K | Added$714K |
| Forum Financial Management, LP | 43.9K | $1.48M | $32K | Cut−$36.6M |
| WEST PACES ADVISORS INC. | 41.6K | $1.4M | — | New |
| HighTower Advisors, LLC | 41.3K | $1.39M | $30.1K | Added$22.2K |
| Vermillion Wealth Management, Inc. | 41.1K | $1.38M | $19.4K | Added$509.8K |
| Tortoise Investment Management, LLC | 40.3K | $1.36M | $24.9K | Added$232.7K |
| MISSION WEALTH MANAGEMENT, LP | 40.2K | $1.35M | $26.7K | Added$150.2K |
| Narus Financial Partners, LLC | 40K | $1.35M | $29.2K | Added$13.2K |
| JDH Wealth Management, LLC | 39K | $1.31M | $27.8K | Added$58.1K |
| Sollinda Capital Management LLC | 37.8K | $1.27M | $25.3K | Added$131.9K |
| Compound Planning, Inc. | 37.2K | $1.25M | $10.4K | Added$782.8K |
| Orion Porfolio Solutions, LLC | 36.7K | $1.24M | $26.8K | Cut−$361K |
| Arcadia Wealth Management, LLC | 36.1K | $1.22M | $26.4K | Cut−$35.9K |
| Citadel | 33.8K | $1.14M | — | New |
| Chicago Partners Investment Group LLC | 29.7K | $1.06M | $13.1K | Added$13.5K |
| BIP Wealth, LLC | 30.3K | $1.02M | $15.2K | Added$335.8K |
| &PARTNERS | 29K | $976.9K | $14.9K | Added$307.1K |
| Sherrill & Hutchins Financial Advisory, Inc | 26.8K | $900.7K | — | New |
| Werba Rubin Papier Wealth Management | 24.9K | $838.3K | $17.4K | Added$53.5K |
| MB Generational Wealth, LLC | 24.7K | $833.1K | $18.1K | Added$7.42K |
| Arkadios Wealth Advisors | 24.6K | $827K | — | New |
| Berman McAleer LLC | 23.6K | $793K | $14K | Added$162.6K |
| Financial Engines Advisors L.L.C. | 23.2K | $781K | $16.5K | Added$34.3K |
| Integras Partners LLC | 23.1K | $778.1K | — | New |
| Blume Capital Management, Inc. | 23.1K | $777.8K | $16.9K | Added$16.9K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 21.8K | $733.9K | $15.4K | Added$40.1K |
| WEALTHSPAN PARTNERS, LLC | 21.2K | $712.8K | $15.4K | Added$19K |
| Modera Wealth Management, LLC | 20.9K | $705.3K | $15.3K | Cut−$32.4K |
| CARDIFF PARK ADVISORS, LLC | 20.3K | $682.5K | $14.8K | Cut−$3.82K |
| Kingsview Wealth Management, LLC | 20.2K | $681K | $14.8K | Cut−$14.4K |
| DOPKINS WEALTH MANAGEMENT, LLC | 19.9K | $669.8K | $14.5K | Cut−$72.9K |
| West Wealth Group, LLC | 19.8K | $665.9K | — | New |
| Ausdal Financial Partners, Inc. | 19.8K | $665.7K | $14.4K | Cut−$19.5K |
| Golden State Equity Partners | 19.6K | $661.5K | $14.3K | Added$14.3K |
| Washington Trust Advisors, Inc. | 19.5K | $658.1K | $14.3K | Cut−$8.15K |
| Savvy Advisors, Inc. | 19.1K | $644K | $11.6K | Added$118.5K |
| Joseph Group Capital Management | 19K | $638.6K | $13.8K | Cut−$78.6K |
| Quad-Cities Investment Group, LLC | 19K | $638.6K | $13.8K | Added$8.61K |
| Rockwood Wealth Management, LLC | 19K | $638.5K | $13.8K | Added$13.8K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 17.8K | $600.5K | $12.9K | Added$16.2K |
| Capital Investment Advisory Services, LLC | 17.6K | $594.3K | $12.9K | Added$13.9K |
| SUTTON PLACE INVESTORS LLC | 17.5K | $587.9K | $12.7K | Added$12.7K |
| Tranquility Partners, LLC | 16.3K | $553.3K | $15.9K | Added$33.2K |
| Rather & Kittrell, Inc. | 16.4K | $550.7K | $11.9K | Added$247 |
| Legacy Capital Wealth Partners, LLC | 16.2K | $546K | $10.5K | Added$72.9K |
| Rialto Wealth Management, LLC | 15.1K | $507.3K | $11K | Added$11K |
| rebel Financial LLC | 15K | $505.6K | $10.9K | Cut−$46.6K |
| SAX WEALTH ADVISORS, LLC | 15.2K | $502.3K | $0 | Held |
| EQ WEALTH ADVISORS, LLC | 14.5K | $488.7K | $5.51K | Added$239.5K |
| Wealthspire Advisors, LLC | 14.4K | $484.7K | $10.5K | Added$11.1K |
| Steward Partners Investment Advisory, LLC | 14.3K | $480.5K | $7.15K | Added$157.8K |
| Aegis Wealth Management LLC | 14.2K | $478.1K | $10.4K | Added$10.4K |
| FIFTH THIRD BANCORP | 13.8K | $465.6K | $618 | Added$437.7K |
| New Dimensions Wealth Management, LLC | 13.3K | $446.9K | $9.71K | Cut−$9.79K |
| TAGStone Capital, Inc. | 13K | $436.5K | $9.43K | Added$11.5K |
| Squire Investment Management Company, LLC | 12.5K | $421.1K | $9.13K | Cut−$191.1K |
| Equita Financial Network, Inc. | 12.5K | $420.6K | $8.64K | Added$29.7K |
| Partners in Financial Planning | 12.4K | $417.9K | $9.05K | Added$9.32K |
| Entelevest, LLC | 12.1K | $406.6K | $7.84K | Added$51.4K |
| Fortis Capital Management LLC | 12K | $402.8K | $8.69K | Added$9.1K |
| Pacific Asset Management, LLC | 11.8K | $396.8K | $7.13K | Added$75.3K |
| AWM CAPITAL, LLC | 11.7K | $394.8K | $8.55K | Added$8.93K |
| EP Wealth Advisors, LLC | 11.5K | $387.1K | $8.39K | Added$4.44K |
| Abel Hall, LLC | 11.5K | $386K | $8.37K | Added$8.37K |
| IFG Advisors, LLC | 11.4K | $384.6K | $8.37K | Cut−$10.8K |
| Cannon Financial Strategists, Inc. | 11.4K | $384.3K | $8.32K | Added$8.69K |
| NATIXIS ADVISORS, LLC | 11.4M | $383.3K | $7.06K | Added$64.8K |
| Rehmann Capital Advisory Group | 11.1K | $373K | $8.08K | Added$8.42K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11K | $370.4K | $1.93K | Added$283.5K |
| AMERIPRISE FINANCIAL INC | 10.9K | $368.7K | — | New |
| Sterling Financial Planning, Inc. | 10.8K | $363.2K | $7.86K | Cut−$18.3K |
| Opus Financial Solutions LLC | 10.6K | $356.3K | $7.73K | Added$4.5K |
| Cetera Investment Advisers | 10.5K | $353.9K | $6.74K | Added$49.6K |
| Merit Financial Group, LLC | 10.5K | $353.1K | $7.63K | Added$3.77K |
| Burton Enright Welch | 10.3K | $347.9K | $7.54K | Added$7.54K |
| GRANVILLE CAPITAL, INC. | 10.3K | $346.3K | $7.51K | Added$7.51K |
| Navigate Wealth Management, LLC | 9.55K | $339.5K | — | Held |
| Curi Capital, LLC | 9.71K | $327.1K | $7.09K | Added$7.09K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.19K | $320.8K | — | New |
| SeaCrest Wealth Management, LLC | 9.3K | $313.1K | −$192 | Added$18K |
| ELEVATE WEALTH ADVISORY, INC | 9.02K | $303.7K | $6.59K | Cut−$4.91K |
| Clarity Capital Advisors, LLC | 8.83K | $297.2K | $6.45K | Added$6.72K |
| Wealthcare Advisory Partners LLC | 8.8K | $296.4K | $6.45K | Cut−$33.7K |
| MARIPAU WEALTH MANAGEMENT LLC | 8.78K | $295.6K | $5.88K | Added$30.9K |
| InTrack Investment Management Inc | 8.74K | $294.1K | — | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | 8.67K | $292.1K | $6.33K | Cut−$23.3K |
| Advisory Services Network, LLC | 8.31K | $280K | $6.07K | Cut−$1.34K |
| Family Office Research LLC | 8.26K | $278K | $5.12K | Added$5.12K |
| Strategent Financial, LLC | 8.18K | $275.3K | $5.75K | Added$15.8K |
| HANOVER ADVISORS INC | 7.96K | $267.8K | $5.42K | Added$23.3K |
| 180 WEALTH ADVISORS, LLC | 7.92K | $266.7K | — | New |
| Icahn Capital | 7.76K | $261.3K | — | New |
| Brooklyn Investment Group | 7.74K | $260.7K | $4.8K | Cut−$7K |
| NorthCrest Asset Manangement, LLC | 7.61K | $258.2K | $3.12K | Cut−$89.8K |
| Secure Asset Management, LLC | 7.32K | $246.4K | $5.1K | Added$17.3K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7.17K | $241.5K | — | New |
| SECURITY NATIONAL BANK OF SO DAK | 7.06K | $237.8K | — | New |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 7.04K | $237K | — | New |
| Legacy Edge Advisors, LLC | 7K | $235.5K | $4.52K | Added$31.8K |
| PNC Financial Services Group, Inc. | 6.68K | $225.1K | $4.88K | Added$4.88K |
| AE Wealth Management LLC | 6.47K | $217.7K | $4.59K | Added$9.67K |
| Fidelity | 6.46K | $217.6K | $1.02K | Added$171.6K |
| Bank of New York Mellon Corp | 6.26K | $210.7K | — | New |
| Cherry Tree Wealth Management, LLC | 6.22K | $209.6K | $4.54K | Cut−$7.81K |
| Sterneck Capital Management, LLC | 6.22K | $209.6K | $4.54K | Added$4.54K |
| GEM Asset Management, LLC | 6.2K | $208.6K | −$135 | Added$67 |
| Geneos Wealth Management Inc. | 6.16K | $207.5K | $4.5K | Cut−$61.4K |
| COMMERCE BANK | 6.09K | $205.2K | $4.45K | Cut−$2.04K |
| AlphaCore Capital LLC | 4.99K | $168K | $3.64K | Added$3.64K |
| ASSETMARK, INC | 4.04K | $136.2K | $303 | Added$122.5K |
| LRI Investments, LLC | 4K | $134.7K | $2.79K | Added$8.48K |
Who left
- McMill Wealth Management$4.97M
- AXXCESS WEALTH MANAGEMENT, LLC$1.24M
- Signal Advisors Wealth, LLC$268.6K
- Diversify Advisory Services, LLC$259.1K
- RAM Investment Partners, LLC$236.4K
- Integrity Advisory Solutions, LLC$217.4K
- Maia Wealth LLC$202.7K
- OPTIMA CAPITAL LLC$37.7K
- EASTERN BANK$17.5K
- DEUTSCHE BANK AG\$14.2K
- GoalVest Advisory LLC$4.71K
- Jessup Wealth Management, Inc$4.22K
- Thrivent Financial for Lutherans$393
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.