Stock
Reported value
$10.2B
Holders
1,399
+97 new · −59 exited
Holders’ est. mark
$621M
Price effect on 242 books still in the name
Largest holder
$1.22B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $29.3M
- Icahn Capital0.0% · $4.96M
- Citadel0.0% · $328K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8.07M | $1.22B | $82.8M | Added$68.1M |
| MORGAN STANLEY | 6.52M | $987M | $66.8M | Added$68.7M |
| WELLS FARGO & COMPANY/MN | 3.81M | $576.6M | $39.1M | Added$39.1M |
| PNC Financial Services Group, Inc. | 3.51M | $531M | $36M | Added$29.4M |
| NORTHERN TRUST CORP | 3.11M | $470.4M | $31.4M | Added$39.1M |
| ROYAL BANK OF CANADA | 2.75M | $415.8M | $28.2M | Cut−$18M |
| LPL Financial LLC | 1.79M | $271.3M | $18.4M | Added$18.7M |
| Bank of New York Mellon Corp | 1.61M | $243.6M | $16.5M | Added$4.28M |
| JPMORGAN CHASE & CO | 1.54M | $230.6M | $13.7M | Cut−$1.84M |
| ENVESTNET ASSET MANAGEMENT INC | 1.49M | $225.2M | $14.4M | Added$27.4M |
| RAYMOND JAMES FINANCIAL INC | 1.18M | $179.3M | $12M | Added$14.1M |
| UBS Group AG | 1.16M | $176.2M | $12M | Added$8.24M |
| US BANCORP \DE\ | 1.1M | $167M | $11.3M | Added$10.1M |
| TRUIST FINANCIAL CORP | 1.1M | $166.4M | $11.3M | Added$6.17M |
| Howard Capital Management Inc. | 1.01M | $153.1M | $10.4M | Added$10.4M |
| BANK OF MONTREAL /CAN/ | 768.5K | $116.4M | $7.89M | Added$6.29M |
| GOLDMAN SACHS GROUP INC | 692.7K | $104.9M | $7.11M | Added$6.94M |
| Northside Capital Management, LLC | 653.9K | $99M | $6.72M | Added$6.71M |
| FIFTH THIRD BANCORP | 645.7K | $97.8M | $2.38M | Added$65.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 590.5K | $89.4M | $6.06M | Added$3.84M |
| Rockefeller Capital Management L.P. | 551.4K | $83.5M | $5.21M | Added$11.9M |
| Cetera Investment Advisers | 539.9K | $81.7M | $5.24M | Added$9.76M |
| AMERIPRISE FINANCIAL INC | 503.7K | $76.2M | $5.24M | Cut−$1.63M |
| OSAIC HOLDINGS, INC. | 485.3K | $73.5M | $3.91M | Added$19.6M |
| Focus Partners Wealth | 465.7K | $70.5M | $4.79M | Added$4.71M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 412.6K | $62.5M | $3.18M | Added$18.7M |
| Mariner, LLC | 396K | $59.9M | $4.06M | Added$3.24M |
| HighTower Advisors, LLC | 331.5K | $50.2M | $3.4M | Added$3.39M |
| HUNTINGTON NATIONAL BANK | 329.4K | $49.9M | $3.01M | Added$8.48M |
| Creative Planning | 317.6K | $48.1M | $3.17M | Added$4.53M |
| AMG National Trust Bank | 313.9K | $47.5M | $3.13M | Added$4.47M |
| STIFEL FINANCIAL CORP | 311.8K | $47.2M | $3.12M | Added$4.37M |
| Pinnacle Financial Partners, Inc. | 300K | $45.4M | $3.08M | Added$3.04M |
| CIBC WORLD MARKET INC. | 283.5K | $42.9M | $2.91M | Added$2.63M |
| COMMERCE BANK | 280.8K | $42.5M | $2.83M | Added$3.62M |
| MYDA Advisors LLC | 260K | $39.4M | — | New |
| Moment Partners, LLC | 258.8K | $39.2M | $2.64M | Added$2.88M |
| M&T Bank Corp | 253.8K | $38.4M | $2.52M | Added$3.76M |
| Baird Financial Group, Inc. | 242.9K | $36.8M | $2.49M | Added$586.8K |
| GLENMEDE TRUST CO NA | 242.1K | $36.7M | $2.47M | Added$2.78M |
| LBMC INVESTMENT ADVISORS, LLC | 230.7K | $34.9M | $2.35M | Added$2.59M |
| ASSETMARK, INC | 220.5K | $33.4M | $2.26M | Added$1.89M |
| Private Advisor Group, LLC | 213.9K | $32.4M | $1.96M | Added$5.38M |
| Fidelity | 193.8K | $29.3M | $1.73M | Added$5.56M |
| Ellis Investment Partners, LLC | 189.7K | $28.7M | $1.95M | Added$1.82M |
| MILLER HOWARD INVESTMENTS INC /NY | 184.2K | $27.9M | $1.89M | Cut−$43.5M |
| Valmark Advisers, Inc. | 181.5K | $27.5M | $1.84M | Added$2.2M |
| FRANKLIN RESOURCES INC | 179.9K | $27.2M | $1.82M | Added$2.24M |
| Kestra Advisory Services, LLC | 165.9K | $25.1M | $1.2M | Added$8.61M |
| BLAIR WILLIAM & CO/IL | 165.3K | $25M | $1.69M | Added$1.75M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 163.3K | $23.6M | −$103.6K | Cut−$7.19M |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 151.2K | $22.9M | $1.55M | Cut−$1.16M |
| MERCER GLOBAL ADVISORS INC /ADV | 151K | $22.9M | $2.11M | Cut−$1.8M |
| NATIONAL BANK OF CANADA /FI/ | 145.8K | $22.1M | $1.49M | Added$1.58M |
| GW HENSSLER & ASSOCIATES LTD | 144.9K | $21.9M | $1.49M | Cut−$1.56M |
| &PARTNERS | 142.8K | $21.6M | $1.46M | Added$1.22M |
| Arcus Capital Partners, LLC | 142.2K | $21.5M | $1.46M | Cut−$2.28M |
| Fifth Third Wealth Advisors LLC | 138K | $20.9M | $1.42M | Added$22.5K |
| Sterling Investment Advisors, Ltd. | 266K | $20.8M | −$4.49M | Added$10.7M |
| HB Wealth Management, LLC | 135.1K | $20.5M | $1.38M | Added$1.55M |
| Cerity Partners LLC | 132.2K | $20M | $1.32M | Added$1.89M |
| Advisory Services Network, LLC | 132.1K | $20M | $1.31M | Added$1.99M |
| Yukon Wealth Management, Inc. | 128.3K | $19.4M | −$376K | Cut−$783.2K |
| TRUSTMARK BANK TRUST DEPARTMENT | 124.6K | $18.9M | $1.24M | Added$1.81M |
| Capital Investment Advisors, LLC | 123.8K | $18.7M | $1.23M | Added$1.88M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 119.9K | $18.2M | $1.21M | Added$1.46M |
| Equitable Holdings, Inc. | 122.6K | $17.4M | $65.5K | Added$2.17M |
| Round Rock Advisors LLC | 114.6K | $17.4M | $1.14M | Added$1.7M |
| Cullen/Frost Bankers, Inc. | 109.6K | $16.6M | $1.13M | Cut−$433.2K |
| KWMG, LLC | 109.2K | $16.5M | $1.09M | Added$1.58M |
| NTV Asset Management LLC | 106K | $16.1M | $1.09M | Added$1.14M |
| BNP PARIBAS FINANCIAL MARKETS | 105.7K | $16M | $586.7K | Added$7.94M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 104.1K | $15.8M | $1.07M | Added$992.4K |
| DAVENPORT & Co LLC | 103.6K | $15.7M | $957.9K | Added$2.52M |
| Cresset Asset Management, LLC | 103.2K | $15.6M | $1.02M | Added$1.61M |
| Lido Advisors, LLC | 101.3K | $15.3M | $973.7K | Cut−$707.6K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 98.9K | $15M | $744.8K | Added$4.76M |
| AE Wealth Management LLC | 98.7K | $14.9M | $97.7K | Added$13.6M |
| Powell Investment Advisors, LLC | 98.5K | $14.9M | $1M | Added$1.1M |
| Corient Private Wealth LLC | 95.1K | $14.4M | $939.7K | Cut−$4.86M |
| Steward Partners Investment Advisory, LLC | 93.8K | $14.2M | $950.9K | Added$1.13M |
| JGP Wealth Management, LLC | 92.4K | $14M | $866.6K | Added$2.08M |
| Beacon Pointe Advisors, LLC | 92.2K | $14M | $849.7K | Added$2.29M |
| CAPTRUST FINANCIAL ADVISORS | 91.6K | $13.9M | $914.1K | Added$1.3M |
| MML INVESTORS SERVICES, LLC | 89.1K | $13.5M | $915K | Added$92.3K |
| North Star Investment Management Corp. | 82.5K | $12.5M | $847.4K | Added$847.6K |
| MAI Capital Management | 81.6K | $12.4M | $837.9K | Added$436.7K |
| AlTi Global, Inc. | 79.4K | $12M | $663.9K | Added$2.9M |
| Quantinno Capital Management LP | 75.9K | $11.5M | $469.2K | Added$5.04M |
| FIRST UNITED BANK & TRUST | 75K | $11.4M | $668.4K | Added$2.17M |
| Raab & Moskowitz Asset Management LLC | 74.2K | $11.2M | $671K | Added$2.02M |
| Sanctuary Advisors, LLC | 74.2K | $11.2M | $761.3K | Added$768K |
| Allen Investment Management, LLC | 73K | $11M | $749.4K | Added$749.4K |
| Integrated Wealth Concepts LLC | 72.6K | $11M | $596.3K | Added$2.79M |
| Pathstone Holdings, LLC | 71.4K | $10.8M | $697.1K | Added$1.22M |
| White Lighthouse Investment Management Inc. | 70.6K | $10.7M | $723.4K | Added$755.3K |
| OLD NATIONAL BANCORP /IN/ | 69.2K | $10.5M | $710.4K | Cut−$1.83M |
| SOA Wealth Advisors, LLC. | 63.4K | $9.6M | $651.4K | Added$407.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | 63K | $9.53M | $627.4K | Added$910.1K |
| TD PRIVATE CLIENT WEALTH LLC | 62.1K | $9.4M | $637.4K | Added$389.6K |
| Asset Advisors Investment Management, LLC | 61.8K | $9.36M | $634.7K | Added$487K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 61.7K | $9.34M | $9.33M | Added$9.33M |
| IFG Advisors, LLC | 61.2K | $9.27M | $628.6K | Cut−$7.02M |
| Wealth Management Associates, Inc. | 60.1K | $9.1M | $602.5K | Added$824.1K |
| Pinnacle Financial Group, LLC / IL | 58.8K | $8.9M | $603.8K | Cut−$84.7K |
| CIBC Bancorp USA Inc. | 58.4K | $8.84M | — | Held |
| Beaumont Financial Advisors, LLC | 56.5K | $8.56M | $580.6K | Added$559K |
| Mutual Advisors, LLC | 55.9K | $8.47M | $574.5K | Cut−$86.1K |
| Sequoia Financial Advisors, LLC | 55.8K | $8.45M | $573.3K | Added$347K |
| EDGEWOOD MANAGEMENT LLC | 54.9K | $8.32M | $533.3K | Added$987.5K |
| Linscomb Wealth, Inc. | 54.1K | $8.19M | $555.3K | Cut−$951.8K |
| AMARILLO NATIONAL BANK | 54.1K | $8.19M | $555.3K | Added$555.3K |
| BOKF, NA | 53.9K | $8.16M | $553.2K | Cut−$4.65M |
| Prospera Financial Services Inc | 53.1K | $8.04M | $455.3K | Added$1.78M |
| Stelac Advisory Services LLC | 53.1K | $8.03M | $467.8K | Added$1.6M |
| KCM INVESTMENT ADVISORS LLC | 52.8K | $8M | $542.5K | Added$544.5K |
| JONES FINANCIAL COMPANIES LLLP | 53.2K | $7.95M | $344.5K | Added$2.14M |
| CWM, LLC | 52.3K | $7.92M | $7.91M | Added$7.91M |
| OPPENHEIMER & CO INC | 50.5K | $7.65M | $505K | Added$704.6K |
| Lee Financial Co | 50.1K | $7.58M | $514.4K | Added$304.4K |
| CARRET ASSET MANAGEMENT, LLC | 49.5K | $7.49M | $501.5K | Added$603.7K |
| Kovitz Investment Group Partners, LLC | 47.3K | $7.16M | $462.3K | Added$804.3K |
| Glenview Trust Co | 46.9K | $7.11M | $482K | Added$477.8K |
| Prime Capital Investment Advisors, LLC | 46.3K | $7.01M | $463.1K | Added$648.1K |
| Verus Financial Partners, Inc. | 45.8K | $7M | $180.4K | Cut−$1.07M |
| Callan Family Office, LLC | 46.2K | $6.99M | $474.3K | Added$474.3K |
| Vivaldi Capital Management LP | 45.7K | $6.91M | $468.9K | Added$470K |
| Clearstead Advisors, LLC | 44K | $6.66M | $355K | Added$1.78M |
| Wealth Quarterback LLC | 43.5K | $6.58M | $446.4K | Cut−$79.6K |
| IFP Advisors, Inc | 43.4K | $6.57M | $430.4K | Added$658.9K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 43.1K | $6.52M | $441.9K | Added$449.5K |
| Principle Wealth Partners LLC | 42.5K | $6.43M | $436.1K | Added$372.9K |
| LMG Wealth Partners, LLC | 41.7K | $6.31M | $408.9K | Added$686.6K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 41.4K | $6.27M | $425K | Cut−$318.6K |
| Rathbones Group PLC | 40.4K | $6.11M | $414.5K | Added$331.5K |
| Fifth Third Securities, Inc. | 40K | $6.06M | $362.4K | Added$1.08M |
| NEW ENGLAND ASSET MANAGEMENT INC | 39.8K | $6.02M | $408.2K | Added$408.2K |
| Daybright Advisory Services, Inc. | 39.4K | $5.96M | $404.4K | Added$382.2K |
| CITIZENS FINANCIAL GROUP INC/RI | 39K | $5.9M | $400.4K | Cut−$860K |
| FOCUS Wealth Advisors, LLC | 38.9K | $5.89M | $399.8K | Added$138.6K |
| Eagle Bay Advisors LLC | 38.7K | $5.86M | $397.6K | Added$397.6K |
| Jackson, Grant Investment Advisers, Inc. | 38.4K | $5.82M | $394.8K | Added$325K |
| EXCHANGE TRADED CONCEPTS, LLC | 38.4K | $5.81M | $394.1K | Cut−$767.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36.7K | $5.55M | $337K | Added$911.5K |
| BANK OF HAWAII | 36.6K | $5.54M | $365.8K | Added$514K |
| Vanguard National Trust Co | 36.5K | $5.53M | — | Held |
| LANDAAS & CO /WI /ADV | 36.5K | $5.52M | $370.4K | Added$431.7K |
| Mendel Capital Management LLC | 36.4K | $5.51M | — | Held |
| Concurrent Investment Advisors, LLC | 35.5K | $5.37M | $350.4K | Added$557.4K |
| Balentine LLC | 35.5K | $5.37M | $364.3K | Added$66.2K |
| SIG BROKERAGE, LP | 35K | $5.29M | $359K | Added$359K |
| PINNACLE ASSOCIATES LTD | 34.8K | $5.27M | $330.9K | Added$726.4K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 34.6K | $5.24M | $355.1K | Added$343.7K |
| FIRST AMERICAN TRUST, FSB | 34.5K | $5.22M | $314.2K | Added$905.3K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 34.1K | $5.17M | — | New |
| Ironwood Financial, llc | 34.1K | $5.16M | $208.6K | Added$73.1K |
| SCOTIA CAPITAL INC. | 33.8K | $5.12M | $349.5K | Cut−$66K |
| ALLIANCEBERNSTEIN L.P. | 35.8K | $5.05M | −$0 | Added$748.2K |
| ALBION FINANCIAL GROUP /UT | 33K | $4.99M | $338.7K | Added$338.7K |
| Allworth Financial LP | 33K | $4.99M | $338.7K | Added$280.9K |
| MV CAPITAL MANAGEMENT, INC. | 32.8K | $4.97M | $337.1K | Added$268.6K |
| Icahn Capital | 32.7K | $4.96M | $309.2K | Added$708K |
| Klingman & Associates, LLC | 32.2K | $4.88M | $330.8K | Added$332.7K |
| HANCOCK WHITNEY CORP | 31.3K | $4.86M | $443.9K | Added$437.3K |
| Cornerstone Management, Inc. | 31.8K | $4.81M | $323.8K | Added$358.9K |
| Omega Financial Group, LLC | 31.5K | $4.78M | $323.8K | Added$65.7K |
| Joseph P. Lucia & Associates, LLC | 31.4K | $4.76M | $322.7K | Added$311.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 31.4K | $4.75M | $316.6K | Added$400.3K |
| KEYBANK NATIONAL ASSOCIATION/OH | 31.3K | $4.74M | $321.3K | Added$299.6K |
| Keebeck Wealth Management | 31.2K | $4.72M | $320.2K | Cut−$429.4K |
| LGL PARTNERS, LLC | 31.1K | $4.71M | $317K | Added$348.3K |
| D.A. DAVIDSON & CO. | 30.9K | $4.68M | $317.4K | Added$193.9K |
| Arax Advisory Partners | 30.7K | $4.65M | $302.5K | Added$496.9K |
| Scarborough Advisors, LLC | 30.6K | $4.63M | — | New |
| Sankala Group LLC | 30.6K | $4.62M | −$170.6K | Cut−$144.6K |
| Fulton Bank, N.A. | 30.5K | $4.61M | $312.8K | Added$311.1K |
| Hilltop Holdings Inc. | 30.2K | $4.57M | $293.5K | Added$537.3K |
| Wealthcare Advisory Partners LLC | 30.1K | $4.56M | $280.5K | Added$709.6K |
| Mechanics Bank Trust Department | 30.1K | $4.56M | $309K | Added$167.9K |
| Independent Advisor Alliance | 30K | $4.55M | — | New |
| St. Clair Advisors, LLC | 29.8K | $4.51M | $306.3K | Added$290.9K |
| Shulman DeMeo Asset Management LLC | 29.8K | $4.51M | $305.9K | Added$271.1K |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 29.6K | $4.48M | $297.1K | Added$394.1K |
| AlphaCore Capital LLC | 29.3K | $4.44M | $301K | Added$213.4K |
| STOCK YARDS BANK & TRUST CO | 29.2K | $4.42M | $170.6K | Added$2.08M |
| Farther Finance Advisors, LLC | 29.3K | $4.42M | $277.5K | Added$456.5K |
| Taylor Financial Group, Inc. | 29.1K | $4.4M | $289K | Added$430.1K |
| Mine & Arao Wealth Creation & Management, LLC. | 28.9K | $4.38M | $297K | Added$302.1K |
| BURKE & HERBERT BANK & TRUST CO | 28.8K | $4.36M | $295.6K | Added$298.2K |
| Tradition Wealth Management, LLC | 28.8K | $4.35M | $295.3K | Added$213.7K |
| Composition Wealth, LLC | 28.7K | $4.35M | $295K | Added$185.1K |
| BlackRock, Inc. | 28.7K | $4.34M | $294.5K | Cut−$1.8M |
| HighPoint Advisor Group LLC | 28.5K | $4.31M | $292.3K | Added$188.2K |
| Summit Wealth Partners, LLC | 28.2K | $4.27M | $165.7K | Added$1.99M |
| Wealthfront Advisers LLC | 28.2K | $4.27M | $261.6K | Added$670.8K |
| BROWN ADVISORY INC | 28.1K | $4.26M | $288.7K | Added$50K |
| Graves Light Lenhart Wealth, Inc. | 27.9K | $4.22M | $286.4K | Added$286.6K |
| Florin Court Capital LLP | 27.7K | $4.19M | $214.6K | Added$1.24M |
| One Wealth Advisors, LLC | 27.4K | $4.14M | $281.1K | Added$277.2K |
| My Personal CFO, LLC | 27.3K | $4.13M | $276K | Added$338.2K |
| Godfrey Financial Associates, Inc. | 27.2K | $4.12M | $270.4K | Added$404.7K |
| PKS Advisory Services, LLC | 26.8K | $4.06M | $275.5K | Added$266.2K |
| Pinnacle Family Advisors, LLC | 26.6K | $4.03M | $268.5K | Added$336.9K |
| Private Capital Management, LLC | 26.4K | $4M | — | New |
| DEUTSCHE BANK AG\ | 26.4K | $3.99M | $118.9K | Added$2.36M |
| Argent Trust Co | 26.3K | $3.98M | $268.5K | Added$294.6K |
| MISSION WEALTH MANAGEMENT, LP | 26.2K | $3.97M | $221.1K | Added$931.8K |
| EP Wealth Advisors, LLC | 26.1K | $3.95M | $245.6K | Added$572.8K |
| HARBOUR INVESTMENTS, INC. | 25.7K | $3.9M | $112.2K | Added$2.36M |
| GREAT VALLEY ADVISOR GROUP, INC. | 25.7K | $3.89M | $50.8K | Added$3.2M |
| Inman Jager Wealth Management, LLC | 25.1K | $3.8M | $257.7K | Added$175.2K |
| Argent Advisors, Inc. | 24.9K | $3.77M | $250.8K | Added$327.1K |
| JOHNSON INVESTMENT COUNSEL INC | 24.8K | $3.75M | $254.2K | Cut−$27.1K |
| U.S. Capital Wealth Advisors, LLC | 24.6K | $3.73M | $62.2K | Added$2.87M |
| Guidance Point Advisors, LLC | 24.2K | $3.67M | $246.6K | Added$282K |
| Valeo Financial Advisors, LLC | 24.2K | $3.66M | $247.8K | Added$257.1K |
| Snowden Capital Advisors LLC | 24K | $3.63M | $235.7K | Added$386K |
| MidFirst Bank | 23.7K | $3.58M | $243K | Added$153.8K |
| SIMON QUICK ADVISORS, LLC | 23.5K | $3.55M | $240.9K | Added$240.9K |
| SONATA CAPITAL GROUP INC | 23.4K | $3.54M | $240.4K | Added$216.9K |
| Geneos Wealth Management Inc. | 23.3K | $3.53M | $236.4K | Added$282.9K |
| JFS WEALTH ADVISORS, LLC | 23.3K | $3.53M | $239.3K | Added$240.3K |
| Granite FO LLC | 23.2K | $3.52M | $238.6K | Cut−$516.5K |
| IEQ CAPITAL, LLC | 23.1K | $3.5M | $236.3K | Added$251K |
| Operose Advisors LLC | 23K | $3.49M | $233.2K | Added$281.1K |
| CMG Global Holdings, LLC | 23K | $3.48M | −$67.4K | Cut−$73.6K |
| Ashton Thomas Private Wealth, LLC | 22.2K | $3.36M | $228.1K | Cut−$410.5K |
| WOLFF WIESE MAGANA LLC | 22.1K | $3.35M | $227.3K | Added$138K |
| Chicago Partners Investment Group LLC | 22K | $3.34M | $79.5K | Added$379.6K |
| High Net Worth Advisory Group LLC | 21.9K | $3.32M | $225.1K | Added$204.7K |
| Essex Financial Services, Inc. | 21.9K | $3.32M | $225K | Added$225.2K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 21.8K | $3.3M | $89.8K | Added$2.07M |
| SBI Securities Co., Ltd. | 21.8K | $3.29M | $220.9K | Added$259.2K |
| Sigma Planning Corp | 21.7K | $3.28M | $222.7K | Added$184.1K |
| Joel Isaacson & Co., LLC | 21.4K | $3.24M | $220K | Cut−$73.3K |
| Western Wealth Management, LLC | 21.4K | $3.24M | $219.6K | Added$167.8K |
| EVOKE WEALTH, LLC | 21.4K | $3.23M | $219.1K | Added$222K |
| MONETARY MANAGEMENT GROUP INC | 21.3K | $3.22M | $218.2K | Added$218.2K |
| HBK Sorce Advisory LLC | 21.1K | $3.21M | −$66.6K | Cut−$76.9K |
| Kapstone Financial Advisors LLC | 21.1K | $3.2M | $213.6K | Added$266.7K |
| Narwhal Capital Management | 21K | $3.18M | $215.3K | Added$219.6K |
| Pallas Capital Advisors LLC | 21K | $3.17M | $215.2K | Added$122.3K |
| Waverly Advisors, LLC | 20.8K | $3.15M | $204.1K | Added$339.2K |
| Bleakley Financial Group, LLC | 20.7K | $3.14M | $213.1K | Cut−$391.1K |
| NewEdge Wealth, LLC | 20.3K | $3.08M | $208.8K | Cut−$39.7K |
| World Investment Advisors | 20.3K | $3.08M | $208.7K | Added$20.9K |
| Plancorp, LLC | 20.2K | $3.07M | $227.7K | Added$227.7K |
| Wealthspire Advisors, LLC | 20.1K | $3.05M | $202.4K | Added$267.5K |
| Providence First Trust Co | 20K | $3.02M | $138K | Added$1.13M |
| Crescent Grove Advisors, LLC | 19.9K | $3.01M | $204.3K | Added$151.9K |
Who left
- NewEdge Advisors, LLC$11.1M
- Sterling Capital Management LLC$6.83M
- Gilman Hill Asset Management, LLC$6.82M
- J.W. COLE ADVISORS, INC.$4.83M
- Gallagher Capital Advisors, LLC$4.48M
- Cullen Capital Management, LLC$2.98M
- AXXCESS WEALTH MANAGEMENT, LLC$2.43M
- Jump Financial, LLC$2.42M
- Tower Research Capital LLC (TRC)$2.03M
- Renaissance Technologies$1.04M
- D. E. Shaw & Co., Inc.$956.2K
- Capula Management Ltd$831.2K
- Pinion Investment Advisors, LLC$660.4K
- Heck Capital Advisors, LLC$564.6K
- Worth Financial Advisory Group, LLC$545.3K
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.