Stock
Reported value
$399.7M
Holders
329
+30 new · −37 exited
Holders’ est. mark
$17.3M
Price effect on 225 books still in the name
Largest holder
$38.9M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.77M | $38.9M | $1.16M | Added$1.37M |
| ROYAL BANK OF CANADA | 3.23M | $33.3M | $960.1K | Added$2.32M |
| LPL Financial LLC | 3.16M | $32.5M | $948.9K | Added$1.95M |
| Baird Financial Group, Inc. | 2.08M | $21.4M | $596.8K | Added$2.15M |
| Cetera Investment Advisers | 1.53M | $15.8M | $468.5K | Added$665.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.53M | $15.7M | $464.1K | Added$771.9K |
| WELLS FARGO & COMPANY/MN | 1.43M | $14.7M | $343.3K | Added$3.62M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.23M | $12.7M | $381.6K | Cut−$147.1K |
| RAYMOND JAMES FINANCIAL INC | 1.15M | $11.8M | $336.3K | Added$1.01M |
| BANK OF AMERICA CORP /DE/ | 1.05M | $10.8M | $273.1K | Added$2.01M |
| OSAIC HOLDINGS, INC. | 969.3K | $9.98M | $300K | Cut−$1.45M |
| J.W. COLE ADVISORS, INC. | 728.9K | $7.51M | $5.88M | Added$4.99M |
| Kentucky Trust Co | 675.5K | $6.96M | $204.4K | Added$370.7K |
| Apollon Wealth Management, LLC | 596.3K | $6.14M | $184.8K | Cut−$1.29M |
| N.E.W. Advisory Services LLC | 544.2K | $5.6M | $168.7K | Cut−$918.6K |
| UBS Group AG | 500.4K | $5.15M | $155.1K | Cut−$54.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 453.7K | $4.67M | $140.6K | Added$137K |
| Smith Asset Management Co., LLC | 401.9K | $4.14M | $124.5K | Added$46.7K |
| Creative Planning | 372.3K | $3.84M | $114.1K | Added$157K |
| Owen LaRue, LLC | 336.9K | $3.47M | $104.4K | Cut−$508.6K |
| Gladstone Institutional Advisory LLC | 335.3K | $3.45M | $94K | Added$422.7K |
| First Heartland Consultants, Inc. | 319.2K | $3.29M | $99K | Added$83.2K |
| RDA Financial Network | 276.7K | $2.85M | $79.8K | Added$276.4K |
| ENVESTNET ASSET MANAGEMENT INC | 273.2K | $2.81M | $84.7K | Cut−$1.14M |
| Grey Ledge Advisors, LLC | 264.5K | $2.72M | $81.1K | Added$110.7K |
| Alchemi Wealth, LLC | 249.8K | $2.57M | $77.2K | Added$83.1K |
| TRUIST FINANCIAL CORP | 242.9K | $2.5M | $56.4K | Added$683.9K |
| Stratos Wealth Advisors, LLC | 242.7K | $2.5M | $75.2K | Added$75.6K |
| IHT Wealth Management, LLC | 240.7K | $2.48M | $59.3K | Added$568.5K |
| VERUS CAPITAL PARTNERS, LLC | 240.2K | $2.47M | $74.5K | Cut−$144.9K |
| Advisory Services Network, LLC | 225.1K | $2.32M | $69.8K | Cut−$175.6K |
| Sound View Wealth Advisors Group, LLC | 216.6K | $2.23M | $67K | Added$71.7K |
| Kingsview Wealth Management, LLC | 195.7K | $2.02M | $52.7K | Added$318.6K |
| Providence First Trust Co | 183.2K | $1.89M | $56.8K | Cut−$175K |
| WOLVERINE ASSET MANAGEMENT LLC | 183K | $1.88M | — | New |
| D.A. DAVIDSON & CO. | 181.9K | $1.87M | $54.8K | Added$106.7K |
| Rockefeller Capital Management L.P. | 175.7K | $1.81M | $54.4K | Added$49.1K |
| MML INVESTORS SERVICES, LLC | 169.9K | $1.75M | $50.7K | Added$117.6K |
| Private Advisor Group, LLC | 167.4K | $1.72M | $51.9K | Added$26.5K |
| Atlantic Union Bankshares Corp | 163.2K | $1.68M | $50.4K | Added$57.6K |
| Kestra Advisory Services, LLC | 161.4K | $1.66M | $30.7K | Added$673.6K |
| COMMERCE BANK | 161.1K | $1.66M | — | New |
| Vivaldi Capital Management LP | 152.2K | $1.57M | $47.2K | Added$47.2K |
| HARBOUR INVESTMENTS, INC. | 145.2K | $1.5M | $19K | Added$884.2K |
| Beacon Pointe Advisors, LLC | 143.3K | $1.48M | $43.2K | Added$84.7K |
| JPMORGAN CHASE & CO | 138.9K | $1.42M | $3.67K | Added$1.28M |
| American Financial Advisors, LLC | 137.5K | $1.42M | $42.6K | Cut−$48.4K |
| SCOTIA CAPITAL INC. | 135K | $1.39M | $41.9K | Added$40.3K |
| Indie Asset Partners, LLC | 134.5K | $1.39M | $23.9K | Added$616.3K |
| Concurrent Investment Advisors, LLC | 131.6K | $1.36M | $22.3K | Added$636.9K |
| DAVENPORT & Co LLC | 126.7K | $1.3M | $38.9K | Added$50.3K |
| Mariner, LLC | 122.6K | $1.26M | $38K | Added$28.3K |
| Everstar Asset Management, LLC | 114.7K | $1.18M | $33.5K | Added$100.2K |
| GUGGENHEIM CAPITAL LLC | 114.1K | $1.18M | $35.4K | Added$23K |
| INDEPENDENT FINANCIAL GROUP, LLC | 108.8K | $1.12M | $33.7K | Added$27K |
| Compound Planning, Inc. | 108.4K | $1.12M | $29.5K | Added$166.4K |
| Carl P. Sherr & Co., LLC | 105.5K | $1.09M | $12.6K | Added$172.5K |
| STOCK YARDS BANK & TRUST CO | 103.4K | $1.07M | $32.1K | Added$32.1K |
| Arlington Capital Management, Inc. | 102.5K | $1.06M | $30.2K | Added$84.4K |
| Focus Partners Wealth | 92.8K | $1.05M | $126.9K | Cut−$47K |
| Virtue Capital Management, LLC | 102.1K | $1.05M | $30.6K | Cut−$54.4K |
| Koshinski Asset Management, Inc. | 99.4K | $1.02M | $30.3K | Added$45.9K |
| PFG Investments, LLC | 96.4K | $993K | $29.7K | Added$35.9K |
| AMERIPRISE FINANCIAL INC | 94.4K | $972.4K | $29.3K | Added$15.8K |
| XTX Topco Ltd | 93.8K | $965.9K | $8.81K | Added$682.1K |
| Shulman DeMeo Asset Management LLC | 92.4K | $951.6K | $28.6K | Cut−$87.9K |
| OPPENHEIMER & CO INC | 87.8K | $904.6K | $27.2K | Cut−$8.43K |
| CAPTRUST FINANCIAL ADVISORS | 87.8K | $903.8K | $27.2K | Cut−$51.7K |
| Westbourne Investment Advisors, Inc. | 84.7K | $872.4K | $23.3K | Added$121.2K |
| INVESTMENT PARTNERS, LTD. | 82.8K | $853.3K | $25.5K | Added$31.6K |
| Keystone Financial Group | 82.4K | $848.7K | $25.5K | Added$21.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 82.4K | $848.4K | $7.53K | Added$605.8K |
| ROTHSCHILD INVESTMENT LLC | 81.1K | $835.2K | $23.7K | Added$72K |
| Sigma Planning Corp | 76K | $783.5K | $23.3K | Added$31.2K |
| Farther Finance Advisors, LLC | 75.5K | $774.3K | $10.5K | Added$370.6K |
| Brookstone Capital Management | 75K | $772.5K | $22.6K | Added$42.8K |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 74.4K | $766.5K | $23K | Added$25.6K |
| US BANCORP \DE\ | 73.3K | $755.5K | $22.7K | Cut−$31.7K |
| Avior Wealth Management, LLC | 72.3K | $744.4K | $22.4K | Added$23.1K |
| Stratos Wealth Partners, LTD. | 72K | $741.2K | $9.05K | Added$449.5K |
| JANE STREET GROUP, LLC | 70.3K | $723.6K | $10.3K | Added$391.3K |
| Tortoise Investment Management, LLC | 69K | $710.8K | $20.7K | Added$45.2K |
| Kovack Advisors, Inc. | 65.9K | $675.4K | $15.8K | Added$71.6K |
| Aviance Capital Partners, LLC | 65.3K | $672.4K | $20.2K | Added$21.5K |
| HB Wealth Management, LLC | 60.7K | $625.7K | $18.8K | Added$18.8K |
| Novak & Powell Financial Services, Inc. | 59.4K | $612.3K | $18.2K | Added$25.2K |
| Clear Creek Financial Management, LLC | 58.3K | $600.8K | $18.1K | Cut−$6.89K |
| STIFEL FINANCIAL CORP | 56.5K | $581.9K | $15.5K | Added$82.6K |
| Cerity Partners LLC | 56.1K | $578.1K | $14.8K | Added$100.9K |
| FORTRESS PRIVATE LEDGER, LLC | 53.5K | $550.6K | $16.6K | Added$16.9K |
| Walser Wealth Management Company, A Ltd Liability Co | 52.6K | $541.8K | $16.3K | Cut−$310.4K |
| Talon Private Wealth, LLC | 51.5K | $530.8K | — | Held |
| WORLD EQUITY GROUP, INC. | 51.5K | $530.4K | $15.7K | Added$23.7K |
| Accurate Wealth Management, LLC | 50.2K | $526.2K | $24.3K | Added$59.7K |
| HighTower Advisors, LLC | 48.2K | $496.8K | $15K | Added$6.09K |
| CreativeOne Wealth, LLC | 48.1K | $495K | $14.8K | Added$17.1K |
| Fortis Group Advisors, LLC | 43.5K | $470.4K | $28.9K | Cut−$126.4K |
| WCG Wealth Advisors LLC | 45.1K | $464.9K | $14K | Added$14K |
| MONETARY MANAGEMENT GROUP INC | 44.7K | $460.4K | $13.9K | Cut−$31.1K |
| Equitable Holdings, Inc. | 45.3K | $452.4K | $0 | Added$55.1K |
| Patten Group, Inc. | 43.9K | $452.2K | $13.6K | Added$8.67K |
| Dana Investment Advisors, Inc. | 43.7K | $450.1K | $13.4K | Added$19.6K |
| Cresset Asset Management, LLC | 42.6K | $441.7K | $13.2K | Cut−$240.5K |
| Financial Engines Advisors L.L.C. | 42.7K | $439.7K | $13.1K | Added$16.2K |
| Resolute Wealth Strategies, LLC | 42K | $432.3K | $12.8K | Added$20.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 39.5K | $406.6K | $12.2K | Cut−$4.2K |
| Savvy Advisors, Inc. | 39.4K | $405.6K | — | New |
| Wealthcare Advisory Partners LLC | 39.1K | $402.6K | $12.1K | Cut−$10.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 37.7K | $388.3K | $11.2K | Cut−$22.1K |
| INTEGRITY ALLIANCE, LLC. | 37.4K | $385K | $11K | Added$29.4K |
| Sanctuary Advisors, LLC | 37.2K | $382.8K | $11.5K | Added$11.6K |
| Jacobi Capital Management LLC | 34.8K | $358.4K | $10.8K | Added$10.2K |
| Corient Private Wealth LLC | 33.1K | $341.3K | $9.59K | Added$32.4K |
| GW HENSSLER & ASSOCIATES LTD | 33K | $340.1K | $9.82K | Added$23.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32.6K | $335K | $13.4K | Cut−$230.8K |
| Wealthspire Retirement, LLC | 32K | $329.4K | $9.88K | Added$11K |
| BALANCED WEALTH GROUP LLC | 31.6K | $325.2K | $9.71K | Added$22.4K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 31.2K | $321.4K | $9.67K | Added$9.67K |
| HOERTKORN RICHARD CHARLES | 31K | $319.3K | $9.61K | Added$1.21K |
| ROMAN BUTLER FULLERTON & CO | 30.3K | $315.3K | $10.3K | Cut−$27.2K |
| Waverly Advisors, LLC | 30.4K | $313.2K | $9.39K | Added$10.5K |
| Chicago Partners Investment Group LLC | 29.5K | $313.1K | $17.4K | Added$17.4K |
| Connecticut Wealth Management, LLC | 30.3K | $312.4K | — | New |
| FIFTH THIRD BANCORP | 30.1K | $310.3K | $3.69K | Added$191.4K |
| Merit Financial Group, LLC | 30.1K | $309.8K | $9.32K | Cut−$6.13K |
| StoneX Group Inc. | 29.9K | $309.8K | $9.27K | Cut−$709.8K |
| Ausdal Financial Partners, Inc. | 29.7K | $306.2K | $8.87K | Added$20.6K |
| Alexander Randolph Advisory, Inc. | 29.5K | $304.1K | $9.15K | Added$9.15K |
| Capital Investment Advisory Services, LLC | 29.5K | $303.6K | $9.14K | Cut−$51.9K |
| Suncoast Equity Management | 28.2K | $290.3K | $8.62K | Added$12.4K |
| Belpointe Asset Management LLC | 27.2K | $280.6K | $8.45K | Added$8.53K |
| Blackston Financial Advisory Group, LLC | 27.1K | $279.4K | $8.41K | Added$8.41K |
| SILVER OAK SECURITIES, INCORPORATED | 27.1K | $279.3K | $6.24K | Added$4.68K |
| RFG Advisory, LLC | 27K | $277.8K | $8.26K | Added$11.5K |
| OneDigital Investment Advisors LLC | 26.1K | $269.2K | $8.1K | Added$5.75K |
| First Commonwealth Financial Corp /PA/ | 25K | $257.7K | $7.75K | Added$7.75K |
| CWM, LLC | 24.8K | $255.8K | $255.6K | Added$255.6K |
| Caldwell Trust Co | 24.4K | $251.3K | $7.56K | Added$7.56K |
| NICOLET BANKSHARES INC | 24.3K | $249.3K | — | New |
| GWN SECURITIES INC. | 23.8K | $245.4K | $7.3K | Added$10.3K |
| Sovereign Financial Group, Inc. | 23.6K | $243.2K | $7.32K | Cut−$1.67K |
| CARDEROCK CAPITAL MANAGEMENT INC | 23.6K | $243.1K | $7.32K | Added$7.32K |
| GILL CAPITAL PARTNERS, LLC | 23.6K | $243.1K | $7.32K | Added$7.32K |
| Align Financial, LLC | 23.6K | $242.8K | $219.2K | Added$7.31K |
| Hudock, Inc. | 23.2K | $239.4K | $7.2K | Added$7.2K |
| Prospera Financial Services Inc | 23.2K | $239.1K | $7.2K | Cut−$17.6K |
| Maridea Wealth Management LLC | 23.2K | $239K | — | New |
| Fjell Capital, LLC | 23.1K | $238.3K | $7.14K | Added$8.05K |
| Warner Group LLC | 22.9K | $236.3K | — | New |
| STEPHENS INC /AR/ | 22.9K | $235.9K | $7.1K | Added$7.1K |
| HBK Sorce Advisory LLC | 21.9K | $234.7K | $11.7K | Added$13.9K |
| Commerce Advisors, LLC | 22.5K | $231.7K | — | Held |
| KEYBANK NATIONAL ASSOCIATION/OH | 22.5K | $231.5K | $6.97K | Added$974 |
| Providence Capital Advisors, LLC | 22K | $226.6K | $6.82K | Added$6.82K |
| Mueller Wealth, LLC | 21.6K | $223K | $4.77K | Added$69.1K |
| Midwest Trust Co | 21.6K | $222.7K | $6.7K | Cut−$25K |
| WEALTHSPAN PARTNERS, LLC | 21.6K | $222.2K | $6.62K | Added$8.98K |
| WESBANCO BANK INC | 21.5K | $221.3K | $6.66K | Added$6.66K |
| LCM Capital Management Inc | 21.2K | $218.7K | $6.58K | Added$6.58K |
| ZACKS INVESTMENT MANAGEMENT | 21.2K | $218.6K | $6.58K | Added$6.58K |
| PNC Financial Services Group, Inc. | 20.7K | $213.1K | $6.37K | Added$7.92K |
| CRA Financial Services, LLC | 20.5K | $211.4K | $6.34K | Added$7.06K |
| FRANKLIN RESOURCES INC | 20.4K | $210K | $6.32K | Added$6.32K |
| WATERS PARKERSON & CO., LLC | 20.4K | $209.6K | $6.31K | Added$5.81K |
| Asset Planning,Inc | 20.3K | $209.4K | $6.3K | Added$6.53K |
| Abel Hall, LLC | 20K | $206K | $6.2K | Added$6.2K |
| SARD WEALTH MANAGEMENT GROUP, LLC | 20K | $206K | $6.2K | Added$6.2K |
| CHOREO, LLC | 19.8K | $205.5K | $5.61K | Added$14.1K |
| NORTHERN TRUST CORP | 19.8K | $204.4K | $3.7K | Added$85.3K |
| J.M. Arbour, LLC | 19.7K | $202.9K | $6.11K | Cut−$2.42K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 18.5K | $191K | $5.75K | Cut−$29.4K |
| WEBSTER BANK, N. A. | 18.5K | $190.9K | $5.74K | Added$5.74K |
| Future Financial Wealth Managment LLC | 18K | $188.8K | $8.64K | Added$8.64K |
| CALTON & ASSOCIATES, INC. | 18.3K | $188.2K | $5.67K | Cut−$23.4K |
| NTV Asset Management LLC | 18.1K | $186.9K | $5.53K | Added$8.74K |
| IRON Financial LLC | 18.1K | $186.8K | $5.51K | Added$9.04K |
| Main Street Group, LTD | 18.1K | $186.5K | $4.71K | Added$34.5K |
| Berman McAleer LLC | 17.8K | $183.6K | $5.52K | Added$5.52K |
| Summit Financial, LLC | 17.7K | $183.4K | $5.34K | Added$10.5K |
| Colonial Trust Co / SC | 17.5K | $180.2K | $5.42K | Added$5.42K |
| Apriem Advisors | 17.4K | $179.2K | $5.39K | Added$5.39K |
| KELLY FINANCIAL GROUP LLC | 17.3K | $177.8K | $4.23K | Cut−$6.58K |
| SMI Advisory Services, LLC | 17.2K | $176.9K | $4.26K | Added$6.47K |
| Wealthquest Corp | 17.5K | $174.8K | $0 | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 17K | $174.3K | $4.08K | Added$33.4K |
| Allworth Financial LP | 16.9K | $173.7K | $4.88K | Added$16.3K |
| XML Financial, LLC | 16.7K | $171.7K | $5.08K | Added$8.13K |
| Annex Advisory Services, LLC | 16.6K | $171.4K | $4.42K | Added$28.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.3K | $167.7K | — | New |
| Arax Advisory Partners | 16.2K | $167K | $471 | Added$151.8K |
| Prime Capital Investment Advisors, LLC | 16.1K | $165.9K | $4.26K | Added$28.5K |
| Composition Wealth, LLC | 15.9K | $164.3K | $4.95K | Cut−$397.2K |
| Orion Porfolio Solutions, LLC | 15.9K | $163.8K | $4.93K | Added$864 |
| Lifeworks Advisors, LLC | 15.5K | $159.7K | $4.71K | Added$7.76K |
| LongView Wealth Management | 15K | $156.9K | $6.89K | Added$6.89K |
| Certified Advisory Corp | 15K | $154.5K | — | New |
| Hexagon Capital Partners LLC | 15K | $154.5K | $4.65K | Added$4.65K |
| Genesee Capital Advisors, LLC | 15K | $154K | $4.64K | Added$4.64K |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 14.6K | $150.8K | — | Held |
| Modern Wealth Management, LLC | 14.7K | $150.7K | $3.82K | Added$3.82K |
| Mutual Advisors, LLC | 14.4K | $148.4K | $3.74K | Added$27.8K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 14.2K | $146.5K | $3.94K | Added$19.4K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 14.2K | $146.3K | — | New |
| Western Wealth Management, LLC | 13.9K | $143.1K | $4.31K | Added$4.31K |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 13.8K | $142.1K | $4.28K | Cut−$233.7K |
| Basepoint Wealth LLC | 13.8K | $141.8K | $4.18K | Added$6.93K |
| Sequoia Financial Advisors, LLC | 13.7K | $141.4K | $4.25K | Cut−$72.5K |
| OneAscent Financial Services LLC | 13.7K | $141.4K | $4.19K | Added$6.3K |
| Essex Financial Services, Inc. | 13.7K | $141K | $4.25K | Added$611 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13.3K | $136.7K | $4.11K | Added$4.25K |
| Fortitude Advisory Group L.L.C. | 13.3K | $136.6K | $4.11K | Added$4.11K |
| Independent Advisor Alliance | 13.2K | $135.6K | — | New |
| SYM FINANCIAL Corp | 13K | $133.5K | $3.95K | Added$6.46K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 12.8K | $131.7K | — | Held |
| Mascoma Wealth Management LLC | 12.8K | $131.5K | $3.96K | Added$3.96K |
| TWO SIGMA SECURITIES, LLC | 12.6K | $129.3K | $3.89K | Cut−$8.49K |
| UMB Bank, n.a. | 12.6K | $129.3K | $3.89K | Added$3.89K |
| Avantax Planning Partners, Inc. | 12.4K | $128.1K | $3.48K | Added$15.8K |
| EDMP, INC. | 12.3K | $126.4K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11.7K | $125.9K | — | New |
| Vermillion Wealth Management, Inc. | 12.2K | $125.8K | $3.79K | Added$3.84K |
| Fisher Asset Management, LLC | 12.1K | $124.5K | — | New |
| Snowden Capital Advisors LLC | 11.8K | $122.6K | $3.37K | Added$16.6K |
| Clark Asset Management, LLC | 11.9K | $122.6K | $3.69K | Added$3.69K |
| PFG Advisors | 11.7K | $120.8K | — | New |
| MAI Capital Management | 11.5K | $118.4K | $3.56K | Added$3.56K |
| Independent Wealth Network Inc. | 11.4K | $117.6K | $3.54K | Added$3.54K |
| JEPPSON WEALTH MANAGEMENT, LLC | 11.2K | $115.9K | $3.49K | Added$3.49K |
| Vivid Wealth Management, LLC | 11.2K | $115.6K | $3.46K | Added$4.41K |
| MONECO ADVISORS, LLC | 11.1K | $114.7K | $3.39K | Added$5.6K |
| GEM Asset Management, LLC | 11.1K | $114.1K | $5.21K | Added$5.21K |
| Sunbelt Securities, Inc. | 11.1K | $113.9K | $2.94K | Added$19.1K |
| PMG Family Office LLC | 10.9K | $113K | $4.09K | Added$4.14K |
| Dynamic Advisor Solutions LLC | 10.9K | $111.8K | — | New |
| Wealthspire Advisors, LLC | 10.8K | $111K | — | New |
| EQUITABLE TRUST CO | 10.7K | $110.1K | $3.32K | Added$3.31K |
| BOKF, NA | 10.6K | $109.4K | $3.29K | Added$3.29K |
| Glenview Trust Co | 10.6K | $108.8K | — | New |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 10.6K | $108.7K | $3.27K | Added$3.27K |
| TRUE Private Wealth Advisors | 10.5K | $108.6K | $3.24K | Added$4.62K |
| VestGen Advisors, LLC | 10.1K | $107.5K | — | New |
| ST GERMAIN D J CO INC | 10.4K | $107.1K | $3.22K | Added$3.22K |
| Investment Partners Asset Management, Inc. | 10K | $103K | $3.1K | Added$3.1K |
| EverSource Wealth Advisors, LLC | 9.79K | $100.9K | $3.04K | Cut−$16.4K |
| MATHER GROUP, LLC. | 8.88K | $91.4K | — | New |
| HHM Wealth Advisors, LLC | 8.62K | $88.8K | $2.67K | Cut−$24.8K |
| DT Investment Partners, LLC | 7.75K | $79.9K | $2.4K | Added$2.4K |
| Global Assets Advisory, LLC | 7.69K | $79.2K | — | New |
| AdvisorNet Financial, Inc | 7.68K | $79.1K | $2.38K | Added$2.38K |
| MCF Advisors LLC | 7.64K | $78.7K | $2.37K | Cut−$3.53K |
Who left
- Sowell Financial Services LLC$2.23M
- PRINCIPAL SECURITIES, INC.$1.15M
- NewEdge Advisors, LLC$698.7K
- AXXCESS WEALTH MANAGEMENT, LLC$542.2K
- Financial Strategies Group, Inc.$306.5K
- Focus Financial Network, Inc.$216.7K
- National Wealth Management Group, LLC$192.8K
- Mesirow Financial Investment Management, Inc.$187.6K
- AMES NATIONAL CORP$179.8K
- IFG Advisory, LLC$176.3K
- Brookwood Investment Group LLC$161.6K
- TIAA TRUST, NATIONAL ASSOCIATION$145.7K
- Meridian Wealth Management, LLC$139.9K
- FIRST MANHATTAN CO. LLC.$137.1K
- Vident Advisory, LLC$135.8K
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.