Stock
Reported value
$10.8B
Holders
979
+62 new · −51 exited
Holders’ est. mark
$352.7M
Price effect on 242 books still in the name
Largest holder
$1.18B
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $281M
- Icahn Capital0.0% · $2.61M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 8.07M | $1.18B | $37.8M | Added$37M |
| JONES FINANCIAL COMPANIES LLLP | 7.7M | $1.1B | $16.5M | Cut−$266.4M |
| WELLS FARGO & COMPANY/MN | 3.93M | $573.2M | $18.4M | Added$20.7M |
| BANK OF AMERICA CORP /DE/ | 3.57M | $519.9M | $16.7M | Cut−$77.6M |
| Envestnet Portfolio Solutions, Inc. | 2.78M | $405.5M | $13M | Added$2.58M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.67M | $389.6M | — | Held |
| FIRST CITIZENS BANK & TRUST CO | 2.67M | $388.6M | $12.5M | Added$3.19M |
| ROYAL BANK OF CANADA | 2.38M | $346.4M | $11.1M | Added$9.19M |
| US BANCORP \DE\ | 2.03M | $296.5M | $9.54M | Added$1.7M |
| COMMERCE BANK | 1.98M | $288.6M | $9.29M | Added$8.68M |
| Fidelity | 1.93M | $281M | $9.04M | Added$8.09M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.87M | $271.8M | $8.75M | Cut−$8.19M |
| UBS Group AG | 1.78M | $259.2M | $7.69M | Added$27.8M |
| PNC Financial Services Group, Inc. | 1.25M | $182.4M | $5.87M | Added$1.59M |
| LPL Financial LLC | 1.25M | $181.7M | $5.68M | Added$11M |
| Cassaday & Co Wealth Management LLC | 1.02M | $149.2M | $4.71M | Added$7.43M |
| AMERIPRISE FINANCIAL INC | 992.6K | $144.8M | $4.73M | Cut−$11.6M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 947.5K | $138.1M | $4.44M | Added$4.3M |
| ENVESTNET ASSET MANAGEMENT INC | 941.4K | $137.2M | $4.42M | Cut−$4.81M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 770.9K | $112.3M | $3.62M | Added$2.01M |
| JPMORGAN CHASE & CO | 787.5K | $112.1M | $968.7K | Cut−$319.9K |
| Equitable Holdings, Inc. | 406.9K | $104.2M | $46.8M | Added$46.5M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 713.5K | $104M | $3.34M | Added$3.51M |
| STEPHENS INC /AR/ | 683.6K | $99.6M | $3.21M | Cut−$18.9M |
| RAYMOND JAMES FINANCIAL INC | 648.9K | $94.6M | $3.04M | Added$2.59M |
| Pacific Life Fund Advisors LLC | 606.8K | $88.4M | $2.85M | Cut−$11.3M |
| Heritage Wealth Advisors | 545.5K | $79.5M | $2.53M | Added$3.37M |
| TRUIST FINANCIAL CORP | 437.1K | $63.7M | $2.05M | Added$1.71M |
| Cetera Investment Advisers | 431.1K | $62.8M | $2.02M | Added$1.86M |
| MONEY CONCEPTS CAPITAL CORP | 429.7K | $62.6M | $2.02M | Cut−$1.85M |
| AE Wealth Management LLC | 380.3K | $55.4M | $1.77M | Added$2.18M |
| Proficio Capital Partners LLC | 357.5K | $52.1M | — | New |
| Lido Advisors, LLC | 321.2K | $46.8M | $1.47M | Added$4.49M |
| AMG National Trust Bank | 315.4K | $46M | $1.48M | Added$916.1K |
| BNP PARIBAS FINANCIAL MARKETS | 296.3K | $43.2M | $219.2K | Added$36.6M |
| Mariner, LLC | 293.1K | $42.6M | $1.3M | Cut−$2.09M |
| ANCHOR CAPITAL ADVISORS LLC | 278.4K | $40.6M | $1.31M | Cut−$3.83M |
| Chicago Partners Investment Group LLC | 255.1K | $39.7M | $1.95M | Added$732.4K |
| SVB WEALTH LLC | 261.2K | $38.1M | $1.22M | Added$1.02M |
| GLOBALT Investments LLC / GA | 252.9K | $36.9M | $1.1M | Added$3.69M |
| Cedar Mountain Advisors, LLC | 251.6K | $36.7M | $1.18M | Added$833.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 241.8K | $35.2M | $1.11M | Added$1.85M |
| Focus Partners Wealth | 241.1K | $35.1M | $1.11M | Added$1.77M |
| LPWM LLC | 226.7K | $33M | $1.06M | Added$376.3K |
| HighTower Advisors, LLC | 218.6K | $31.9M | $1.03M | Added$1.04M |
| TIAA TRUST, NATIONAL ASSOCIATION | 216.6K | $31.6M | $1.01M | Cut−$444M |
| FIFTH THIRD BANCORP | 203.9K | $29.7M | $558.1K | Added$12.9M |
| OSAIC HOLDINGS, INC. | 203K | $29.6M | $755.5K | Added$6.82M |
| KEYBANK NATIONAL ASSOCIATION/OH | 198.6K | $28.9M | $931.2K | Added$775.8K |
| GOLDMAN SACHS GROUP INC | 195.4K | $28.5M | $548.9K | Added$12M |
| Wescott Financial Advisory Group, LLC | 180.9K | $26.4M | $848.4K | Cut−$2.63M |
| Badgley Phelps Wealth Managers, LLC | 178.5K | $26M | $806.4K | Added$1.76M |
| Rockefeller Capital Management L.P. | 177.9K | $25.9M | $834.3K | Cut−$2.03M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 177.5K | $25.9M | $832.5K | Added$729.5K |
| Parkway Wealth Management Group, LLC | 165.6K | $25.2M | $1.84M | Added$1.63M |
| Kestra Advisory Services, LLC | 171.1K | $24.9M | $744.4K | Added$2.55M |
| Rodgers & Associates, LTD | 170.7K | $24.9M | $800.5K | Added$277.7K |
| Baird Financial Group, Inc. | 169.1K | $24.6M | $786.5K | Added$990.6K |
| First Citizens Asset Management, Inc. | 164.5K | $24M | $730K | Added$2.01M |
| CIBC Bancorp USA Inc. | 164.1K | $23.9M | — | Held |
| Pinnacle Financial Partners, Inc. | 152.8K | $22.3M | $678.5K | Added$1.88M |
| M&T Bank Corp | 152K | $22.2M | $712.9K | Cut−$201.1K |
| Asset Management Group, Inc. | 151.8K | $22.1M | $711.9K | Added$651K |
| RTD Financial Advisors, Inc. | 143.1K | $20.9M | $671.3K | Added$476.5K |
| STIFEL FINANCIAL CORP | 140.8K | $20.5M | $657.7K | Added$767.1K |
| Creative Planning | 133.3K | $19.4M | $625K | Cut−$195.3K |
| Corient Private Wealth LLC | 132K | $19.2M | $545.3K | Added$668K |
| CAPTRUST FINANCIAL ADVISORS | 128.7K | $18.8M | $587.5K | Added$1.08M |
| Arax Advisory Partners | 128.3K | $18.7M | $1.94M | Cut−$602K |
| Sterling Capital Management LLC | 125.5K | $18.3M | $536.9K | Added$2.14M |
| Steward Partners Investment Advisory, LLC | 120.6K | $17.6M | $565.8K | Added$461.8K |
| Fifth Third Securities, Inc. | 117.7K | $17.1M | $547.7K | Added$679.9K |
| Allworth Financial LP | 116.5K | $17M | $546.1K | Added$502.8K |
| NORTHERN TRUST CORP | 115.9K | $16.9M | $543.5K | Cut−$210.7K |
| Avantax Planning Partners, Inc. | 114.1K | $16.6M | $503.8K | Added$1.48M |
| Prosperity Consulting Group, LLC | 113.1K | $16.5M | $521.3K | Added$804.7K |
| HSBC HOLDINGS PLC | 112.1K | $16.3M | $506.3K | Added$1.12M |
| Waverly Advisors, LLC | 108.1K | $15.7M | $504.7K | Added$571.7K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 104.5K | $15.2M | $473.6K | Added$983.4K |
| Kingdom Financial Group LLC. | 98.6K | $14.4M | $446K | Added$958.8K |
| Lloyd Advisory Services, LLC. | 98.6K | $14.4M | $13.7K | Added$14M |
| Occidental Asset Management, LLC | 93.5K | $13.6M | $428.1K | Added$749.6K |
| FIRST HORIZON CORP | 92.9K | $13.5M | $408.6K | Added$1.25M |
| Bishop & Co Investment Management, LLC | 92.6K | $13.5M | $434.5K | Cut−$6.22M |
| BOKF, NA | 88.7K | $12.9M | $416.2K | Added$175.3K |
| MAI Capital Management | 88.6K | $12.9M | $415.8K | Cut−$79.7K |
| BANK OF MONTREAL /CAN/ | 85.2K | $12.4M | $399.5K | Cut−$319.8K |
| JOHNSON INVESTMENT COUNSEL INC | 85.1K | $12.4M | $399.2K | Added$150.4K |
| Clearstead Advisors, LLC | 82.8K | $12.1M | $388.3K | Added$163.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 81.6K | $11.9M | $373K | Added$674.1K |
| Savant Capital, LLC | 81K | $11.8M | $379.7K | Added$343.3K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 74.7K | $11.6M | $1.11M | Added$303.6K |
| One Capital Management, LLC | 77.1K | $11.2M | $361.4K | Cut−$1.44M |
| LifeWealth Investments, LLC | 76.9K | $11.2M | $312.2K | Added$1.82M |
| Bank of New York Mellon Corp | 76.8K | $11.2M | $310.6K | Added$1.86M |
| WestHill Financial Advisors, Inc. | 75.2K | $11M | $350.9K | Added$410.6K |
| JMG Financial Group, Ltd. | 74.1K | $10.8M | $347.7K | Added$279.3K |
| CWM, LLC | 70.6K | $10.3M | $10.3M | Added$10.3M |
| Corundum Group, Inc. | 68.8K | $10M | $318.4K | Added$453.1K |
| XML Financial, LLC | 67.8K | $9.88M | $317.4K | Added$336.5K |
| MML INVESTORS SERVICES, LLC | 66.5K | $9.7M | $312K | Cut−$1.04M |
| &PARTNERS | 65.8K | $9.65M | $339.3K | Cut−$1.56M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65.3K | $9.63M | $78.4K | Cut−$3.51M |
| Sentinel Advisory Group, LLC | 65.3K | $9.52M | — | Held |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 65.3K | $9.52M | $306.2K | Cut−$124.5K |
| HOWARD BAILEY SECURITIES, LLC | 64.5K | $9.4M | $302.4K | Added$82.8K |
| MidFirst Bank | 63.4K | $9.24M | $297.5K | Added$21K |
| EARNEST PARTNERS LLC | 61.6K | $8.98M | $288.9K | Cut−$20.2M |
| CONNING INC. | 59.7K | $8.7M | $225.3K | Added$1.93M |
| UMB Bank, n.a. | 57.6K | $8.4M | $270.4K | Cut−$748.6K |
| Legacy Edge Advisors, LLC | 56.4K | $8.22M | $264.5K | Added$101K |
| Private Advisor Group, LLC | 55.5K | $8.09M | $256.2K | Added$381.9K |
| Sanctuary Advisors, LLC | 54.9K | $8M | $257.3K | Added$218K |
| Inlight Wealth Management, LLC | 54.1K | $7.88M | $253.7K | Added$150.2K |
| INSPIRION WEALTH ADVISORS, LLC | 53K | $7.73M | $248.9K | Added$115.9K |
| Powell Investment Advisors, LLC | 52.8K | $7.69M | $247K | Added$257K |
| Mill Creek Capital Advisors, LLC | 52.6K | $7.67M | $246.7K | Added$246.7K |
| SUMMIT WEALTH GROUP LLC / CO | 50.7K | $7.42M | $88.5K | Added$5M |
| Sowell Financial Services LLC | 50.5K | $7.36M | $37.8K | Added$6.22M |
| KMG FIDUCIARY PARTNERS, LLC | 50.5K | $7.36M | $236.8K | Added$216.9K |
| James J. Burns & Company, LLC | 48.3K | $7.04M | $226.4K | Added$52.1K |
| Modera Wealth Management, LLC | 47.6K | $6.94M | $223.2K | Added$175.5K |
| Accredited Investors Inc. | 46.8K | $6.82M | $219.5K | Cut−$189.5K |
| TICINO WEALTH | 39K | $6.71M | $1.21M | Added$631.1K |
| Monument Capital Management | 45.9K | $6.69M | — | New |
| Processus Wealth & Capital Management, LLC | 45.9K | $6.69M | $215.3K | Added$207K |
| Bleakley Financial Group, LLC | 44.6K | $6.5M | $209.2K | Added$188.6K |
| VICTORY CAPITAL MANAGEMENT INC | 44.2K | $6.44M | $57.2K | Added$4.72M |
| FARMERS & MERCHANTS INVESTMENTS INC | 43.2K | $6.3M | $202.6K | Added$202.6K |
| McAdam, LLC | 43.1K | $6.28M | $202.2K | Cut−$243.8K |
| FULLER & THALER ASSET MANAGEMENT, INC. | 41.9K | $6.11M | $196.7K | Cut−$8.7M |
| Arcadia Wealth Management, LLC | 41.5K | $6.05M | $190.5K | Added$316.3K |
| Whitaker-Myers Wealth Managers, LTD. | 40.7K | $5.93M | $182.9K | Added$427.7K |
| Mullaney, Keating & Wright, Inc. | 40.3K | $5.88M | $189K | Added$98.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 40.1K | $5.85M | $65.9K | Added$3.87M |
| Aldebaran Capital, LLC | 40.1K | $5.85M | $188.2K | Added$180.9K |
| ASSETMARK, INC | 39.6K | $5.77M | $185.6K | Cut−$453.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.4K | $5.74M | $144.2K | Added$1.4M |
| NewEdge Wealth, LLC | 39.1K | $5.7M | $183.3K | Cut−$80.9K |
| Simplicity Wealth,LLC | 38.6K | $5.63M | $171.1K | Added$487.5K |
| EP Wealth Advisors, LLC | 38.4K | $5.59M | $179.8K | Cut−$54.2K |
| Advisors Preferred, LLC | 38.3K | $5.58M | — | New |
| KENNEDY CAPITAL MANAGEMENT LLC | 38K | $5.54M | $178.2K | Cut−$176.6K |
| Midwest Trust Co | 37.9K | $5.53M | $168.5K | Added$464K |
| INVESTMENT PARTNERS, LTD. | 37.6K | $5.49M | $176.5K | Added$47.5K |
| MATHER GROUP, LLC. | 37.5K | $5.46M | $175.8K | Added$174.8K |
| Stratos Investment Management, LLC | 36.7K | $5.34M | — | New |
| Cerity Partners LLC | 36.2K | $5.27M | $112.3K | Added$1.78M |
| REGIONS FINANCIAL CORP | 35.9K | $5.24M | $168.5K | Added$81.6K |
| May Barnhard Investments LLC | 35.9K | $5.23M | $168.5K | Cut−$9.52K |
| Kelsey Financial, LLC | 35.5K | $5.17M | $166.2K | Cut−$274.7K |
| FIRST MERCHANTS CORP | 35.2K | $5.14M | $165.3K | Cut−$363.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 35K | $5.1M | $164.3K | Cut−$1.09M |
| Ashton Thomas Private Wealth, LLC | 34.5K | $5.02M | $161.7K | Added$107.6K |
| Focus Partners Advisor Solutions, LLC | 33.9K | $4.94M | $158.9K | Cut−$959.2K |
| Quantinno Capital Management LP | 33.7K | $4.91M | $134.5K | Added$855.5K |
| Focus Financial Network, Inc. | 33K | $4.81M | $153K | Added$208.1K |
| LWM ADVISORS INC | 32.7K | $4.77M | $153.4K | Cut−$48.4K |
| VestGen Advisors, LLC | 30.2K | $4.76M | $504.1K | Added$471.3K |
| Orion Porfolio Solutions, LLC | 32.1K | $4.67M | $150.3K | Cut−$986K |
| Community Bank, N.A. | 31.5K | $4.59M | $147.6K | Added$12.2K |
| Key Capital Management, INC | 31.3K | $4.56M | $77.2K | Added$2.24M |
| Auour Investments LLC | 29.1K | $4.24M | $132.2K | Added$260.6K |
| ARK & TLK INVESTMENTS, LLC | 28.5K | $4.15M | $133.6K | Added$133.6K |
| BRIDGES INVESTMENT MANAGEMENT INC | 27.8K | $4.06M | $130.6K | Added$130.6K |
| Widmann Financial Services, Inc. | 27.7K | $4.03M | $127.8K | Added$187.7K |
| Boston Partners | 27.6K | $4.03M | $106.4K | Added$101.3K |
| GLENMEDE TRUST CO NA | 27.7K | $4.03M | $129.8K | Cut−$18.4K |
| CITY HOLDING CO | 27K | $3.94M | $125K | Added$176.7K |
| Ascent Group, LLC | 26.9K | $3.92M | $126.1K | Cut−$42.3K |
| Pathstone Holdings, LLC | 26.6K | $3.87M | $124.8K | Cut−$413.4K |
| PRINCIPAL FINANCIAL GROUP INC | 26.2K | $3.82M | $91.6K | Added$1.07M |
| Falcon Wealth Planning | 26.1K | $3.8M | $122.3K | Added$39.8K |
| HBK Sorce Advisory LLC | 24.1K | $3.8M | $129.3K | Added$431.5K |
| Connecticut Wealth Management, LLC | 26.1K | $3.8M | $121.5K | Added$143.9K |
| FIDELIS CAPITAL PARTNERS, LLC | 25.7K | $3.75M | $120.7K | Added$112.3K |
| NUANCE INVESTMENTS, LLC | 25.4K | $3.71M | $119.4K | Cut−$4.78M |
| Sigma Planning Corp | 24.3K | $3.54M | $112.7K | Added$148.4K |
| MSH Capital Advisors LLC | 24.3K | $3.54M | $111.5K | Added$182.1K |
| Brady Martz Wealth Solutions, LLC | 24.2K | $3.52M | $113.4K | Cut−$1M |
| Integrated Wealth Concepts LLC | 24K | $3.5M | $34.5K | Added$2.47M |
| SAGE FINANCIAL GROUP INC | 24K | $3.49M | $112.4K | Added$112.4K |
| Private Wealth Asset Management, LLC | 23.8K | $3.47M | $111.6K | Added$108.5K |
| VANCE WEALTH, LLC | 23.4K | $3.41M | $109.6K | Added$24.1K |
| HARBOR INVESTMENT ADVISORY, LLC | 23.4K | $3.4M | $109.5K | Added$53K |
| AMARILLO NATIONAL BANK | 22.6K | $3.29M | $106K | Added$106K |
| TECTONIC ADVISORS LLC | 22.4K | $3.26M | $101.9K | Added$201.1K |
| Millstone Evans Group, LLC | 22.4K | $3.26M | $104.8K | Added$44.5K |
| New Age Alpha Advisors, LLC | 22.2K | $3.23M | $45K | Added$1.88M |
| EQUITABLE TRUST CO | 22.1K | $3.22M | $103.7K | Cut−$64.2K |
| Hapanowicz & Associates Financial Services, Inc | 22.1K | $3.21M | $103.4K | Cut−$223K |
| CONDOR CAPITAL MANAGEMENT | 21.9K | $3.19M | $102.7K | Added$105.9K |
| HUNTINGTON NATIONAL BANK | 21.7K | $3.17M | $66.9K | Added$1.16M |
| STOCK YARDS BANK & TRUST CO | 21.6K | $3.14M | $95K | Added$286.6K |
| Financial Engines Advisors L.L.C. | 21.6K | $3.14M | $101.1K | Added$99.5K |
| BROWN ADVISORY INC | 21.5K | $3.13M | $100.8K | Cut−$157K |
| First Pacific Financial | 21.5K | $3.13M | $100.2K | Added$114.3K |
| OPPENHEIMER & CO INC | 21.4K | $3.12M | $100.4K | Added$79.8K |
| Whitegate Investment Counselors, Inc. | 21.4K | $3.12M | $100.3K | Added$100.3K |
| FIRST FOUNDATION ADVISORS | 21.2K | $3.09M | $82.8K | Added$600.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | 21.1K | $3.08M | $98.5K | Added$52.3K |
| Eukles Asset Management | 21.1K | $3.08M | $88K | Added$432K |
| Advisory Services Network, LLC | 20.6K | $3.01M | $83.4K | Added$502.2K |
| Atlas Brown,Inc. | 20.2K | $2.95M | $95K | Added$35.5K |
| Heck Capital Advisors, LLC | 19.7K | $2.88M | $50.6K | Added$1.36M |
| Allspring Global Investments Holdings, LLC | 19.6K | $2.87M | $80K | Cut−$3.55M |
| BROWN BROTHERS HARRIMAN & CO | 19.1K | $2.79M | $89.7K | Added$88.7K |
| Farther Finance Advisors, LLC | 18.9K | $2.77M | $87K | Added$601.4K |
| Capital Squared Financial LLC | 18.7K | $2.73M | $87.9K | Cut−$68.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18.7K | $2.72M | $87.6K | Added$81.8K |
| Strategic Blueprint, LLC | 18.5K | $2.7M | $86.9K | Cut−$149.7K |
| ALLIANCEBERNSTEIN L.P. | 19.1K | $2.7M | −$0 | Added$725K |
| Telos Capital Management, Inc. | 18.5K | $2.69M | $83.9K | Added$170.8K |
| WESBANCO BANK INC | 18.2K | $2.66M | $85.4K | Added$88.3K |
| Icahn Capital | 17.9K | $2.61M | $57.1K | Added$897.7K |
| BLAIR WILLIAM & CO/IL | 17.9K | $2.61M | $83.8K | Added$91.1K |
| WHITTIER TRUST CO | 17.6K | $2.61M | $31.7K | Cut−$167K |
| WHITTIER TRUST CO OF NEVADA INC | 17.6K | $2.6M | $31.6K | Added$16.3K |
| Parallel Advisors, LLC | 17.8K | $2.6M | $83.7K | Added$79.9K |
| Wealthspire Advisors, LLC | 17.7K | $2.59M | $83.1K | Cut−$114.2K |
| HUB Investment Partners, LLC | 17.6K | $2.57M | $28.3K | Added$1.72M |
| Geneos Wealth Management Inc. | 17.6K | $2.57M | $82.6K | Added$69.5K |
| Beacon Pointe Advisors, LLC | 17.4K | $2.53M | $65.5K | Added$564.6K |
| QUADRANT CAPITAL GROUP LLC | 17.2K | $2.51M | $79.3K | Added$124.8K |
| LMG Wealth Partners, LLC | 17.1K | $2.5M | $80.4K | Added$80.4K |
| Compound Planning, Inc. | 17.1K | $2.49M | $9.43K | Added$2.2M |
| BANK OF HAWAII | 16.9K | $2.46M | $79.2K | Cut−$135.6K |
| Ironwood Investment Counsel, LLC | 16.9K | $2.46M | $79.2K | Cut−$217K |
| Noble Family Wealth, LLC | 16.8K | $2.45M | $78.9K | Added$60.4K |
| Stratos Wealth Partners, LTD. | 16.7K | $2.43M | $56.6K | Added$732.2K |
| Allegheny Financial Group | 16.7K | $2.43M | $73.3K | Added$227.6K |
| Independent Advisor Alliance | 16.6K | $2.42M | $7.28K | Added$2.2M |
| Ballentine Partners, LLC | 16.2K | $2.36M | $76K | Added$82.8K |
| CITIGROUP INC | 16K | $2.33M | $74.9K | Cut−$530K |
| MATTERS CAPITAL LLC | 15.7K | $2.29M | $73.7K | Added$78.4K |
| Vanguard National Trust Co | 15.6K | $2.27M | — | Held |
| Pointe Capital Management LLC | 15.4K | $2.24M | $67.2K | Added$218K |
| RWA WEALTH PARTNERS, LLC | 15.1K | $2.21M | $71K | Cut−$1.04M |
| Alpine Bank Wealth Management | 15K | $2.19M | $70.3K | Added$70.3K |
| IFP Advisors, Inc | 14.7K | $2.14M | $68.8K | Cut−$948.4K |
| Arkadios Wealth Advisors | 14.6K | $2.13M | $64.2K | Added$201K |
| Cresset Asset Management, LLC | 14.5K | $2.11M | $65.7K | Added$137.2K |
| Horst & Graben Wealth Management LLC | 13.5K | $2.11M | $198.5K | Added$181.7K |
| CHOREO, LLC | 14.4K | $2.1M | $48.2K | Cut−$362K |
| Goelzer Investment Management, Inc. | 14.3K | $2.09M | $67.3K | Added$44.7K |
| Meridian Wealth Management, LLC | 14.2K | $2.07M | $48.8K | Added$602.5K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 14.2K | $2.07M | $66.5K | Cut−$34K |
| Nvest Financial, LLC | 14K | $2.04M | $58.4K | Added$280.5K |
| Tradition Wealth Management, LLC | 13.8K | $2.01M | $64.6K | Added$64.6K |
| Bryn Mawr Trust Advisors, LLC | 13.7K | $2M | $26.5K | Added$1.2M |
Who left
- NewEdge Advisors, LLC$10.9M
- WELLINGTON MANAGEMENT GROUP LLP$8.3M
- CRAMER ROSENTHAL MCGLYNN LLC$7.11M
- J.W. COLE ADVISORS, INC.$3.36M
- Citadel$3.27M
- One Wealth Advisors, LLC$1.97M
- TFB Advisors LLC$1.73M
- Legacy Wealth Asset Management, LLC$907K
- DEAN INVESTMENT ASSOCIATES, LLC$755.9K
- Park Place Capital Corp$580.8K
- REINHART PARTNERS, LLC.$572K
- SHERMAN PORFOLIOS, LLC$549.4K
- WealthPLAN Partners, LLC$493.3K
- Granite FO LLC$387.9K
- Fiduciary Wealth Partners, LLC$365.5K
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.