Stock
Reported value
$6.21B
Holders
297
+45 new · −24 exited
Holders’ est. mark
$923.4M
Price effect on 214 books still in the name
Largest holder
$4.24B
NORTHERN TRUST CORP
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $732.4K
- Fidelity0.0% · $1.27M
- Icahn Capital0.0% · $518.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 76.9M | $4.24B | $614.6M | Added$1.21B |
| EVOKE WEALTH, LLC | 4.86M | $268.1M | $42.3M | Added$59.6M |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 4.02M | $222M | $37M | Added$39.5M |
| Valmark Advisers, Inc. | 3.42M | $188.9M | $31.9M | Added$24.2M |
| MORGAN STANLEY | 1.97M | $108.6M | $18.1M | Added$19.4M |
| First Interstate Bank | 1.32M | $72.5M | $12.2M | Added$4.37M |
| CONNABLE OFFICE INC | 1.21M | $66.6M | $11.2M | Added$9.34M |
| 1832 Asset Management L.P. | 1.14M | $63M | $10.6M | Cut−$12.7M |
| Aaron Wealth Advisors LLC | 1.07M | $58.9M | $8.77M | Added$15.7M |
| MOLLER WEALTH PARTNERS | 975.6K | $53.8M | $9.08M | Added$4.47M |
| NBT BANK N A /NY | 926.7K | $51.1M | $8.51M | Added$9.2M |
| Versant Capital Management, Inc | 840.6K | $46.4M | $7.12M | Added$11.3M |
| RAYMOND JAMES FINANCIAL INC | 654.7K | $36.1M | $3.44M | Added$19.2M |
| Barry Investment Advisors, LLC | 596.9K | $32.9M | $5.36M | Added$6.53M |
| Hills Bank & Trust Co | 512.3K | $28.3M | $4.77M | Added$3.32M |
| Pure Financial Advisors, LLC | 512.1K | $28.2M | $4.77M | Added$3.73M |
| VPR Management LLC | 497.6K | $27.4M | $4.63M | Added$4.63M |
| CENTRAL TRUST Co | 480.6K | $26.5M | $3.77M | Added$7.94M |
| BANK OF AMERICA CORP /DE/ | 424.5K | $23.4M | $3.95M | Added$2.29M |
| Colony Family Offices, LLC | 407.9K | $22.5M | $3.8M | Added$3.33M |
| ENVESTNET ASSET MANAGEMENT INC | 395.1K | $21.8M | $2.3M | Added$10.5M |
| Pathway Financial Advisors LLC | 392.9K | $21.8M | $3.09M | Added$3.95M |
| MERCER GLOBAL ADVISORS INC /ADV | 384.5K | $21.2M | $3.58M | Added$1.85M |
| Navalign, LLC | 344K | $19M | $3.2M | Added$1.91M |
| LPL Financial LLC | 306.5K | $16.9M | $2.85M | Added$2.59M |
| AMERIPRISE FINANCIAL INC | 296.2K | $16.3M | $2.78M | Added$1.68M |
| UBS Group AG | 248.6K | $13.7M | $2.17M | Added$3.01M |
| Pasadena Private Wealth, LLC | 232.9K | $12.8M | $1.83M | Added$3.81M |
| United Bank | 211.3K | $11.7M | $1.63M | Added$3.62M |
| Cambria Investment Management, L.P. | 199K | $11M | — | New |
| Ledyard National Bank | 195.4K | $10.8M | $1.7M | Added$2.39M |
| ROYAL BANK OF CANADA | 190K | $10.5M | $1.77M | Added$1.62M |
| STEPH & CO | 189.1K | $10.4M | $1.76M | Added$888K |
| MAI Capital Management | 188.3K | $10.4M | $1.72M | Added$1.93M |
| Cetera Investment Advisers | 184.2K | $10.2M | $1.37M | Added$3.43M |
| CoreCap Advisors, LLC | 174.5K | $9.62M | $1.57M | Added$1.9M |
| Envestnet Portfolio Solutions, Inc. | 170.6K | $9.41M | $1.59M | Added$9.57K |
| Brio Consultants, LLC | 168.2K | $9.26M | $1.55M | Added$826.1K |
| IAG Wealth Partners, LLC | 162.9K | $8.98M | $1.46M | Added$1.77M |
| ARKANSAS FINANCIAL GROUP, INC. | 157.7K | $8.79M | $1.56M | Added$702.6K |
| Roehl & Yi Investment Advisors, LLC | 148.9K | $8.21M | $1.29M | Added$1.86M |
| VeraBank, N.A. | 141.3K | $7.8M | $515.1K | Added$5.26M |
| Cornerstone National Bank & Trust Co | 138.4K | $7.63M | $1.14M | Added$1.99M |
| CAMBIENT FAMILY OFFICE, LLC | 137.3K | $7.57M | $1.13M | Added$2M |
| Avos Capital Management, LLC | 137K | $7.56M | $1.28M | Added$301.2K |
| Boltwood Capital Management | 129.2K | $7.13M | $1.08M | Added$1.82M |
| Beacon Pointe Advisors, LLC | 127.6K | $7.04M | $916.9K | Added$2.52M |
| OLD MISSION CAPITAL LLC | 118.5K | $6.53M | — | New |
| WELLS FARGO & COMPANY/MN | 117.1K | $6.46M | $1.02M | Added$1.45M |
| Austin Wealth Management, LLC | 115K | $6.38M | $965K | Cut−$1.14M |
| London & Capital Asset Management Ltd | 115K | $6.34M | — | New |
| MML INVESTORS SERVICES, LLC | 114.4K | $6.31M | $485.8K | Added$3.92M |
| Fermata Advisors, LLC | 109.1K | $6.02M | $1.02M | Added$903.6K |
| Cullen/Frost Bankers, Inc. | 86.2K | $4.76M | $802.8K | Added$600.3K |
| Wealthfront Advisers LLC | 82.7K | $4.56M | $668.7K | Added$1.27M |
| FRANKLIN RESOURCES INC | 80.9K | $4.46M | $753.3K | Added$569.4K |
| EJMK Ventures LLC | 76.5K | $4.22M | $369.3K | Added$2.4M |
| Walkner Condon Financial Advisors LLC | 70.4K | $3.88M | $638.1K | Added$732.7K |
| Missouri Trust & Investment Co | 68.8K | $3.79M | $640.3K | Added$553.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 68.6K | $3.79M | $570K | Added$978.1K |
| PARK NATIONAL CORP /OH/ | 66.5K | $3.67M | $296.7K | Added$2.21M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 64.5K | $3.56M | $560.3K | Added$797.2K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 64.1K | $3.53M | $596.5K | Added$531.4K |
| Sageworth Trust Co | 61.2K | $3.38M | $569.9K | Added$569.9K |
| AlTi Global, Inc. | 56.3K | $3.11M | $522.5K | Added$533.8K |
| GTS SECURITIES LLC | 55.1K | $3.04M | $292.3K | Added$1.6M |
| CVA Family Office, LLC | 53.2K | $2.94M | $495.4K | Added$497.4K |
| Smallwood Wealth Investment Management, LLC | 51.4K | $2.84M | $478.8K | Added$345.4K |
| Redwood Park Advisors LLC | 50.1K | $2.76M | $424.4K | Added$674.2K |
| MONECO ADVISORS, LLC | 48.4K | $2.67M | $422K | Added$593.1K |
| Wealthcare Advisory Partners LLC | 48.2K | $2.66M | $448.9K | Added$328.3K |
| Purkiss Capital Advisors LLC | 48K | $2.65M | $446.7K | Added$423.8K |
| Spire Wealth Management | 45.2K | $2.49M | $324.9K | Added$891.1K |
| Creative Planning | 42.3K | $2.33M | $382.4K | Added$450.9K |
| Focus Partners Wealth | 42.1K | $2.32M | $390.3K | Added$402.2K |
| ENTREWEALTH, LLC | 40.6K | $2.24M | $144.2K | Added$154.6K |
| JPMORGAN CHASE & CO | 40.6K | $2.2M | $314.3K | Added$467K |
| Etesian Wealth Advisors, Inc. | 39.6K | $2.18M | $368.4K | Added$272.1K |
| HighTower Advisors, LLC | 39.2K | $2.16M | $255.8K | Added$904.6K |
| Corient Private Wealth LLC | 39K | $2.15M | $361.2K | Added$374.7K |
| BANK OF MONTREAL /CAN/ | 38.1K | $2.1M | $128.9K | Added$1.47M |
| Stelac Advisory Services LLC | 37.7K | $2.08M | $281.8K | Added$688.9K |
| SIMON QUICK ADVISORS, LLC | 36.4K | $2.01M | $339.3K | Added$300.7K |
| NICOLET BANKSHARES INC | 35.5K | $1.96M | $236.5K | Added$791.8K |
| Stratos Wealth Partners, LTD. | 34.5K | $1.91M | $321.6K | Added$316K |
| Brookwood Investment Group LLC | 32K | $1.77M | $298.1K | Added$178.9K |
| TRANSCEND CAPITAL ADVISORS, LLC | 30.4K | $1.68M | $283.1K | Added$236.3K |
| Fiduciary Alliance LLC | 30.2K | $1.67M | — | New |
| RAINIER FAMILY WEALTH INC | 28.8K | $1.59M | — | New |
| Granite Harbor Advisors, Inc. | 28.2K | $1.56M | $262.8K | Added$262.8K |
| TD PRIVATE CLIENT WEALTH LLC | 28K | $1.54M | $67K | Added$1.21M |
| LRI Investments, LLC | 27.6K | $1.52M | $256.6K | Added$204.8K |
| STIFEL FINANCIAL CORP | 27K | $1.49M | $251.3K | Added$179.7K |
| PNC Financial Services Group, Inc. | 26.9K | $1.48M | $155.3K | Added$719.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26.2K | $1.45M | $214.3K | Cut−$1.14M |
| Y-Intercept (Hong Kong) Ltd | 25.8K | $1.42M | $240.3K | Added$240.3K |
| STUDIO INVESTMENT MANAGEMENT LLC | 25K | $1.38M | $232.7K | Added$123.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | 23.5K | $1.29M | $218.4K | Added$206.3K |
| SVB WEALTH LLC | 23.2K | $1.28M | $216K | Added$97.8K |
| Kendall Capital Management | 23.1K | $1.28M | $215.3K | Added$172.7K |
| Fidelity | 23K | $1.27M | $176.8K | Added$399K |
| BLAIR WILLIAM & CO/IL | 23K | $1.27M | $214.3K | Added$174.1K |
| Rockefeller Capital Management L.P. | 22.8K | $1.26M | $212K | Cut−$498.3K |
| FIDUCIENT ADVISORS LLC | 22.3K | $1.23M | $207.4K | Added$207.4K |
| OSAIC HOLDINGS, INC. | 21.8K | $1.2M | $153.4K | Added$448.4K |
| CLUNE & ASSOCIATES, LTD. | 20.6K | $1.13M | $191.5K | Added$131K |
| Kestra Advisory Services, LLC | 20.1K | $1.11M | $184.5K | Added$199.8K |
| CHOREO, LLC | 20.1K | $1.11M | $181K | Added$174K |
| BOKF, NA | 20K | $1.1M | $186.3K | Added$139.3K |
| BlackRock, Inc. | 19.8K | $1.09M | $168.8K | Added$261.7K |
| GARRISON POINT ADVISORS, LLC | 19.8K | $1.09M | $182.6K | Added$190.4K |
| EP Wealth Advisors, LLC | 19.6K | $1.08M | $165.1K | Added$270.5K |
| INSIGNEO ADVISORY SERVICES, LLC | 19.5K | $1.08M | $177.6K | Added$203.4K |
| BEAM WEALTH ADVISORS, INC. | 19.3K | $1.07M | $179.8K | Added$177.7K |
| JONES FINANCIAL COMPANIES LLLP | 18.9K | $1.03M | $59.2K | Added$697.2K |
| Gerald Baker Financial Group LLC | 18.4K | $1.01M | — | Held |
| BEACON ADVISORS HOLDINGS, LLC | 17.9K | $985.7K | $166.4K | Added$166.4K |
| FIFTH THIRD BANCORP | 17.8K | $980.6K | $149 | Added$979.9K |
| Busey Bank | 17.5K | $965.9K | $163K | Added$163K |
| GAMCO INVESTORS, INC. ET AL | 16.5K | $910.3K | $153.6K | Added$153.6K |
| IFP Advisors, Inc | 16K | $882.6K | $142K | Added$183.2K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 15.8K | $871.5K | $147.1K | Added$46.2K |
| BRADLEY FOSTER & SARGENT INC/CT | 15.8K | $871.5K | $147.1K | Added$147.1K |
| Lunt Capital Management, Inc. | 15.2K | $836.8K | $141.2K | Added$119K |
| CALTON & ASSOCIATES, INC. | 15.1K | $834.2K | $136.8K | Added$160.3K |
| Advisory Services Network, LLC | 15K | $829.5K | $140K | Added$135.4K |
| Pekin Hardy Strauss, Inc. | 15K | $828.4K | $131.9K | Added$178.9K |
| OneDigital Investment Advisors LLC | 14.7K | $808.3K | $136.3K | Added$137.3K |
| Cerity Partners LLC | 14.4K | $793K | $123.8K | Added$183.3K |
| VestGen Investment Management | 14K | $773.4K | $64.6K | Added$455.2K |
| VestGen Advisors, LLC | 13.6K | $759.2K | — | New |
| FIRST FINANCIAL CORP /IN/ | 13.6K | $748.2K | $126.3K | Cut−$442.2K |
| Valued Retirements, Inc. | 13.5K | $747K | $126.1K | Added$126.1K |
| COMMERCE BANK | 13.5K | $745.9K | $91.8K | Added$293.7K |
| WHITTIER TRUST CO | 13.4K | $740.9K | $109.9K | Added$109.9K |
| Renaissance Technologies | 13.3K | $732.4K | $49.3K | Added$489.4K |
| Laird Norton Wetherby Trust Company, LLC | 12.9K | $711.6K | $120.1K | Added$120.1K |
| Trace Wealth Advisors, LLC | 12.1K | $668.2K | $100.9K | Added$171.2K |
| Rossby Financial, LCC | 11.9K | $655.1K | $91.4K | Added$204.6K |
| Clark Capital Management Group, Inc. | 11.5K | $636.6K | $107.4K | Cut−$4.63M |
| Forza Wealth Management, LLC | 11.2K | $619.9K | $104.6K | Added$104.6K |
| Dorsey & Whitney Trust CO LLC | 11.1K | $611.1K | $98.8K | Added$124.5K |
| Warren Street Wealth Advisors, LLC | 10.9K | $602.2K | $101.6K | Added$76.9K |
| Provident Wealth Management, LLC | 10.9K | $602.1K | $101.6K | Added$68.3K |
| Clearstead Advisors, LLC | 10.9K | $602.1K | $101.6K | Added$101.6K |
| Cannell & Spears LLC | 10.7K | $590.9K | $56.3K | Added$313.4K |
| Douglass Winthrop Advisors, LLC | 10.6K | $582.8K | $98.4K | Cut−$172.1K |
| MATHER GROUP, LLC. | 10.4K | $573.6K | $96.8K | Added$96.8K |
| Mirae Asset Global Investments Co., Ltd. | 10.3K | $568.1K | $95.9K | Added$31.7K |
| Greenspring Advisors, LLC | 9.88K | $545K | — | New |
| Chicago Partners Investment Group LLC | 9.9K | $542.9K | $38.5K | Added$38.5K |
| Clayton Financial Group LLC | 9.79K | $540.3K | $91.2K | Added$91.2K |
| DEARBORN PARTNERS LLC | 9.7K | $535.1K | — | New |
| FIDUCIARY FINANCIAL GROUP, LLC | 9.69K | $534.4K | $90.2K | Added$90.2K |
| Sequoia Financial Advisors, LLC | 9.63K | $531K | $89.5K | Added$90K |
| SEVEN MILE ADVISORY | 9.44K | $520.6K | $87.9K | Added$87.9K |
| Icahn Capital | 9.4K | $518.7K | — | New |
| BROWN ADVISORY INC | 9.04K | $498.4K | — | New |
| Smartleaf Asset Management LLC | 9.16K | $496K | $73.4K | Cut−$702.8K |
| CWM, LLC | 8.85K | $488K | $487.6K | Added$487.6K |
| Baird Financial Group, Inc. | 8.82K | $486.7K | $82.2K | Added$82.2K |
| Quad-Cities Investment Group, LLC | 8.74K | $482K | $79K | Added$92.9K |
| GREENLEAF TRUST | 8.66K | $477.6K | $80.6K | Cut−$22.5K |
| Resonant Capital Advisors, LLC | 8.47K | $467K | $78.8K | Added$78.8K |
| TRUIST FINANCIAL CORP | 8.39K | $463.1K | — | New |
| Well Done, LLC | 8.37K | $461.9K | $78K | Added$29.5K |
| MONOGRAPH WEALTH ADVISORS, LLC | 8.31K | $458.4K | $77.4K | Added$77.4K |
| Sageworth Trust Co of South Dakota | 8.17K | $450.5K | $76K | Added$76K |
| Fort Point Capital Partners LLC | 7.94K | $437.9K | $46.5K | Added$16.3K |
| WASHINGTON TRUST Co | 7.88K | $434.9K | $73.4K | Added$73.4K |
| US BANCORP \DE\ | 7.61K | $419.7K | $54.7K | Added$150.4K |
| Sigma Planning Corp | 7.18K | $396K | $66.7K | Added$67.4K |
| Argent Trust Co | 7.1K | $391.8K | $66.1K | Added$66.1K |
| HANCOCK WHITNEY CORP | 7.01K | $386.2K | $64.7K | Added$59.4K |
| HUNTINGTON NATIONAL BANK | 7K | $386.2K | $65.2K | Added$28.9K |
| Comprehensive Money Management Services LLC | 6.68K | $368.6K | $62.2K | Added$62.2K |
| Verus Financial Partners, Inc. | 6.57K | $365.2K | $28.4K | Added$29.7K |
| PINNACLE ASSOCIATES LTD | 6.39K | $352.4K | $59.4K | Added$58.1K |
| Bienville Capital Management, LLC | 6.36K | $350.7K | $59.1K | Added$59.9K |
| TRB Wealth Management, LLC | 6.34K | $349.8K | — | Held |
| Madison Wealth Partners, Inc | 6.2K | $342.2K | $57.6K | Added$58.7K |
| Allworth Financial LP | 6.18K | $340.7K | $57.5K | Added$25.7K |
| Clear Harbor Asset Management, LLC | 6.04K | $332.9K | — | New |
| Lewis Asset Management, LLC | 5.92K | $326.6K | — | New |
| Emerald Investment Advisers, LLC | 5.88K | $324.2K | — | Held |
| FFT WEALTH MANAGEMENT LLC | 5.85K | $322.7K | $54.5K | Added$54.5K |
| Atria Investments, Inc | 5.79K | $319.4K | — | New |
| WealthPlan Investment Management, LLC | 5.78K | $318.5K | — | New |
| World Investment Advisors | 5.66K | $312.2K | $52.7K | Added$41.6K |
| Nolet Wealth Management, LLC | 5.65K | $311.7K | $52.6K | Added$52.6K |
| AWM CAPITAL, LLC | 5.65K | $311.6K | $52.4K | Added$53.5K |
| Orion Porfolio Solutions, LLC | 5.6K | $309K | — | New |
| Daiwa Securities Group Inc. | 5.6K | $308.9K | $308.6K | Added$308.6K |
| McKinley Carter Wealth Services, Inc. | 5.5K | $303.3K | $51.2K | Added$47.2K |
| Sowell Financial Services LLC | 5.33K | $294.1K | $49.6K | Added$49.9K |
| UMB Bank, n.a. | 5.28K | $291.1K | $49.1K | Added$49.1K |
| HOLLENCREST CAPITAL MANAGEMENT | 5.27K | $290.9K | $49.1K | Added$49.1K |
| Compound Planning, Inc. | 5.17K | $285.5K | $48.2K | Added$48.2K |
| Essex Bank | 5.16K | $284.5K | $48K | Added$30.7K |
| Bank of New York Mellon Corp | 5.11K | $281.6K | $42K | Added$74.4K |
| Carter Financial Group, INC. | 5.07K | $279.5K | $45.3K | Added$56.5K |
| VERUS WEALTH MANAGEMENT, LLC | 5.01K | $276.6K | $46.7K | Added$46.7K |
| GABLES CAPITAL MANAGEMENT INC. | 4.82K | $265.9K | $44.9K | Added$38.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.81K | $265.2K | $44.8K | Cut−$235.1K |
| LaSalle St. Investment Advisors, LLC | 4.73K | $260.9K | — | New |
| Magnus Financial Group LLC | 4.72K | $260.6K | $43.8K | Added$44.8K |
| Plancorp, LLC | 4.67K | $260.1K | $46K | Added$46K |
| ANGELES WEALTH MANAGEMENT, LLC | 4.66K | $257.3K | $43.4K | Added$43.4K |
| First Heartland Consultants, Inc. | 4.65K | $256.4K | — | New |
| GLENMEDE TRUST CO NA | 4.61K | $254.3K | $42.9K | Added$42.9K |
| Squarepoint Ops LLC | 4.56K | $251.8K | — | New |
| Savvy Advisors, Inc. | 4.54K | $250.3K | $42.2K | Added$40.4K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 4.49K | $247.4K | $41.8K | Added$41.8K |
| WESBANCO BANK INC | 4.36K | $240.6K | — | New |
| Herold Advisors, Inc. | 4.26K | $234.9K | — | New |
| Bedel Financial Consulting, Inc. | 4.13K | $228K | — | New |
| Integrated Wealth Concepts LLC | 4.08K | $225K | — | New |
| Align Financial, LLC | 4.06K | $224.1K | $220.1K | Added$37.8K |
| Fifth Third Securities, Inc. | 4.05K | $223.3K | $37.7K | Added$19.4K |
| Vavra Capital Management, LLC | 4K | $220.5K | $37.2K | Cut−$8.72K |
| Mason & Associates Inc | 3.87K | $209.6K | — | New |
| Essex Financial Services, Inc. | 3.77K | $208K | — | New |
| Fortis Capital Management LLC | 3.71K | $204.4K | — | New |
| ASPIRIANT, LLC | 3.63K | $200.4K | — | New |
| Advisors Preferred, LLC | 3.34K | $184.2K | — | New |
| Farther Finance Advisors, LLC | 3.31K | $182.4K | $15K | Added$108.5K |
| HM PAYSON & CO | 2.64K | $145.8K | $24.6K | Added$24.6K |
| Ashton Thomas Private Wealth, LLC | 2.53K | $139.6K | — | New |
| GILL CAPITAL PARTNERS, LLC | 2.23K | $122.8K | — | New |
| CNB Bank | 2.15K | $118.6K | $20K | Added$20K |
| Key Financial Inc | 2.03K | $112.1K | $18.9K | Added$18.9K |
| TOWER TRUST & INVESTMENT Co | 2.01K | $111.1K | $18.8K | Added$18.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.98K | $109.4K | $8.84K | Added$65.8K |
| HIGHLINE WEALTH PARTNERS LLC | 1.84K | $101.3K | — | New |
| Grove Bank & Trust | 1.58K | $87.3K | $14.7K | Cut−$58.5K |
| Community Bank, N.A. | 1.55K | $85.5K | $14.4K | Cut−$8.95K |
| AE Wealth Management LLC | 1.44K | $79.3K | $5.49K | Added$52.3K |
| Mosley Wealth Management | 1.76K | $76.9K | — | New |
| ST GERMAIN D J CO INC | 1.24K | $68.1K | $4.66K | Added$45.2K |
| Legacy Bridge, LLC | 1.18K | $65.2K | $11K | Added$11K |
| HARBOUR INVESTMENTS, INC. | 1.17K | $64.7K | $763 | Added$60.9K |
| Essential Partners LLC | 1.1K | $60.7K | — | New |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 1K | $55.2K | $9.31K | Added$9.31K |
| CITIGROUP INC | 979 | $54K | $363 | Added$52.2K |
| Security National Bank | 945 | $52.1K | $8.8K | Added$8.8K |
| Larson Financial Group LLC | 920 | $50.8K | $8.56K | Added$8.67K |
| Independence Bank of Kentucky | 915 | $50.5K | $8.52K | Added$8.52K |
| Golden State Wealth Management, LLC | 770 | $42.5K | $7.17K | Added$7.17K |
| Caldwell Trust Co | 686 | $37.8K | $6.39K | Cut−$25.6K |
| AMERICAN NATIONAL BANK & TRUST | 648 | $35.7K | $6.03K | Added$6.03K |
Who left
- S. R. Schill & Associates$5.19M
- Citadel$1.86M
- STEPHENS INC /AR/$1.85M
- Concurrent Investment Advisors, LLC$1.09M
- XML Financial, LLC$600.9K
- PRINCIPAL SECURITIES, INC.$395.6K
- Texas Capital Bank Wealth Management Services Inc$380.8K
- NATIONAL BANK OF CANADA /FI/$363.1K
- Prospera Financial Services Inc$361.8K
- F/m Investments LLC$269.7K
- NewEdge Advisors, LLC$92.5K
- Plante Moran Financial Advisors, LLC$48K
- UNION SAVINGS BANK$11.7K
- Triumph Capital Management$11.5K
- MARQUETTE ASSOCIATES, INC.$4.63K
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.