Stock
Reported value
$40.1B
Holders
1,503
+79 new · −78 exited
Holders’ est. mark
$214.7M
Price effect on 244 books still in the name
Largest holder
$8.87B
JONES FINANCIAL COMPANIES LLLP
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $397.5M
- Renaissance Technologies0.0% · $2.45M
- Icahn Capital0.0% · $5.28M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 93M | $8.87B | −$65.1M | Added$1.28B |
| BANK OF AMERICA CORP /DE/ | 65.9M | $6.41B | $63.2M | Cut−$3.51M |
| WELLS FARGO & COMPANY/MN | 42.8M | $4.16B | $40M | Added$150.9M |
| US BANCORP \DE\ | 12.9M | $1.26B | $12.4M | Added$11.6M |
| PNC Financial Services Group, Inc. | 12.3M | $1.2B | $11.8M | Cut−$3.97M |
| MORGAN STANLEY | 11M | $1.07B | $10.4M | Added$28.7M |
| Bank of New York Mellon Corp | 10.7M | $1.04B | $10.3M | Added$5.28M |
| NORTHERN TRUST CORP | 10.2M | $990.3M | $9.78M | Cut−$4.29M |
| Baird Financial Group, Inc. | 8.97M | $872.1M | $8.33M | Added$36.4M |
| ROYAL BANK OF CANADA | 7.87M | $765.7M | $7.56M | Added$3.98M |
| UBS Group AG | 7.25M | $704.5M | $5.77M | Added$125.6M |
| JPMORGAN CHASE & CO | 6.91M | $654.7M | −$10.3M | Added$5.95M |
| ENVESTNET ASSET MANAGEMENT INC | 4.47M | $434.8M | $4.29M | Cut−$7.96M |
| TRUIST FINANCIAL CORP | 4.18M | $406.2M | $4.01M | Added$3.71M |
| Fidelity | 4.09M | $397.5M | $3.89M | Added$7.02M |
| AMG National Trust Bank | 3.89M | $378.1M | $3.66M | Added$11.2M |
| LPL Financial LLC | 3.76M | $365.2M | $3.38M | Added$26.3M |
| CIBC Bancorp USA Inc. | 3.15M | $306.2M | — | Held |
| AMERIPRISE FINANCIAL INC | 3.02M | $293.5M | $2.9M | Added$21.6M |
| JOHNSON INVESTMENT COUNSEL INC | 2.91M | $282.7M | $2.7M | Added$11.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.81M | $273.4M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 2.8M | $272.3M | $2.69M | Cut−$8.94M |
| FIFTH THIRD BANCORP | 2.55M | $247.7M | $1.95M | Added$52.7M |
| Cetera Investment Advisers | 2.13M | $207.4M | $2.05M | Cut−$9.78M |
| BANK OF MONTREAL /CAN/ | 1.97M | $191.2M | $1.49M | Added$42.3M |
| GOLDMAN SACHS GROUP INC | 1.97M | $191.2M | $1.86M | Added$4.25M |
| Pathstone Holdings, LLC | 1.9M | $185.2M | $1.81M | Added$1.44M |
| Mariner, LLC | 1.75M | $170M | $1.67M | Cut−$888.2K |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.57M | $152.4M | $1.5M | Added$1.25M |
| COMMERCE BANK | 1.48M | $143.7M | $1.42M | Added$844K |
| Glenview Trust Co | 1.35M | $131.3M | $1.25M | Added$5.55M |
| Pinnacle Financial Partners, Inc. | 1.25M | $121.9M | $1.2M | Added$1.62M |
| OAKWORTH CAPITAL, INC. | 1.22M | $118.2M | $1.14M | Added$4.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2M | $116.5M | $1.13M | Added$2.89M |
| Mesirow Financial Investment Management, Inc. | 1.13M | $109.5M | $293.9K | Added$80.1M |
| Waverly Advisors, LLC | 1.1M | $106.9M | $896K | Added$17M |
| First Western Trust Bank | 1.04M | $101.1M | $998.6K | Cut−$1.8M |
| ALERUS FINANCIAL NA | 979.5K | $95.2M | $924.2K | Added$2.56M |
| UMB Bank, n.a. | 964.9K | $93.8M | $926.3K | Added$831.8K |
| GERMAN AMERICAN BANCORP, INC. | 961.5K | $93.5M | $920.6K | Added$1.16M |
| Creative Planning | 957.2K | $93.1M | $901.9K | Added$2.62M |
| Rockefeller Capital Management L.P. | 949.6K | $92.3M | $888.5K | Added$3.22M |
| Lido Advisors, LLC | 917.3K | $89.2M | $814.7K | Added$3.92M |
| JMG Financial Group, Ltd. | 916.4K | $89.1M | $833.4K | Added$5.52M |
| WASHINGTON TRUST Co | 911.7K | $88.6M | $875.3K | Added$580.8K |
| Cerity Partners LLC | 898.5K | $87.4M | $843K | Added$4.6M |
| Atlantic Union Bankshares Corp | 866.6K | $84.3M | $831.9K | Cut−$1.54M |
| COMMONWEALTH EQUITY SERVICES, LLC | 863.9K | $84M | $829.4K | Cut−$3.52M |
| ALBION FINANCIAL GROUP /UT | 857.4K | $83.4M | $819.3K | Added$1.2M |
| Clearstead Advisors, LLC | 768.7K | $74.7M | $734.4K | Added$1.1M |
| Millburn Ridgefield LLC /DE/ | 768.5K | $74.7M | $657.7K | Added$8.76M |
| Catalyst Capital Advisors LLC | 768.5K | $74.7M | $657.7K | Added$8.76M |
| FACTORY MUTUAL INSURANCE CO | 758.7K | $73.8M | $728.4K | Added$728.4K |
| OSAIC HOLDINGS, INC. | 745.1K | $72.5M | $655.7K | Added$6.15M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 725.5K | $70.5M | $590.9K | Added$12M |
| NorthRock Partners, LLC | 707.8K | $68.8M | $679.5K | Cut−$394.2K |
| International City Management Association Retirement Corp | 702.1K | $68.3M | $674K | Added$674K |
| Badgley Phelps Wealth Managers, LLC | 689.7K | $67.1M | $656.9K | Added$1.18M |
| FRANKLIN RESOURCES INC | 665.8K | $64.7M | $639.2K | Added$543.6K |
| Citizens Business Bank | 650.5K | $63.2M | $624.5K | Added$227.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 554.4K | $54.5M | −$831.7K | Cut−$31.2M |
| Steward Partners Investment Advisory, LLC | 554.3K | $53.9M | $507.7K | Added$2.98M |
| FIRST FOUNDATION ADVISORS | 553.8K | $53.8M | $497.2K | Added$3.98M |
| STOCK YARDS BANK & TRUST CO | 553.6K | $53.8M | $496.8K | Added$4.01M |
| Focus Partners Wealth | 509.9K | $49.6M | $523.4K | Added$1.29M |
| HighTower Advisors, LLC | 507.2K | $49.3M | $486.7K | Cut−$974.1K |
| Corient Private Wealth LLC | 488.5K | $46.8M | −$302.1K | Cut−$9.07M |
| HUNTINGTON NATIONAL BANK | 462.6K | $45M | $444.1K | Cut−$838.4K |
| River Wealth Advisors LLC | 450.2K | $43.8M | $413K | Added$2.35M |
| Composition Wealth, LLC | 441.1K | $42.9M | $423.4K | Cut−$4.07M |
| MAI Capital Management | 439K | $42.7M | $421.5K | Added$344.2K |
| Stegner Investment Associates Inc. | 420.4K | $40.9M | $403.6K | Cut−$1.77M |
| STEPHENS INC /AR/ | 419.1K | $40.8M | $402.4K | Cut−$177.3K |
| M&T Bank Corp | 412.3K | $40.1M | $395.9K | Cut−$641.5K |
| Wilmington Savings Fund Society, FSB | 410.6K | $39.9M | $333.6K | Added$6.47M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 375.9K | $36.5M | $36.6K | Added$32.9M |
| BROWN ADVISORY INC | 373.7K | $36.3M | $356.1K | Added$623.9K |
| Legacy Edge Advisors, LLC | 369.2K | $35.9M | $317.8K | Added$4.04M |
| Consolidated Investment Group LLC | 362.1K | $35.2M | $310.2K | Added$4.1M |
| CAPTRUST FINANCIAL ADVISORS | 357K | $34.7M | $342.5K | Added$72.3K |
| BlackRock, Inc. | 348K | $33.8M | $334K | Cut−$4.31M |
| Gilbert & Cook, Inc. | 345.1K | $33.6M | $331.3K | Cut−$389.6K |
| Coastline Trust Co | 339.5K | $33M | $325.9K | Cut−$226.8K |
| AE Wealth Management LLC | 331.5K | $32.2M | $296.1K | Added$2.55M |
| TIAA TRUST, NATIONAL ASSOCIATION | 329.5K | $32M | $316.3K | Cut−$277.8M |
| D.A. DAVIDSON & CO. | 320.9K | $31.2M | $308.1K | Added$28K |
| Dakota Wealth Management | 320.3K | $31.1M | $307.5K | Cut−$4.57M |
| Beacon Pointe Advisors, LLC | 318.1K | $30.9M | $254.6K | Added$5.39M |
| MCF Advisors LLC | 317.3K | $30.9M | $9.09K | Added$29.9M |
| REGIONS FINANCIAL CORP | 316.8K | $30.8M | $287.5K | Added$1.97M |
| Robertson Stephens Wealth Management, LLC | 315.6K | $30.7M | $183.7K | Added$12.3M |
| Kestra Advisory Services, LLC | 312.2K | $30.4M | $243.2K | Added$5.97M |
| MML INVESTORS SERVICES, LLC | 303.5K | $29.5M | $291.3K | Cut−$1.65M |
| MERCER GLOBAL ADVISORS INC /ADV | 299.8K | $29.2M | $206.2K | Cut−$1.6M |
| STIFEL FINANCIAL CORP | 299.8K | $29.1M | $287.5K | Cut−$1.51M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 282.5K | $27.5M | $271.2K | Added$267K |
| CCG WEALTH MANAGEMENT, LLC | 281.8K | $27.4M | $227.9K | Added$4.54M |
| INTRUST BANK NA | 272.7K | $26.5M | — | New |
| DT Investment Partners, LLC | 268.9K | $26.1M | $236.8K | Added$2.4M |
| SIGMA INVESTMENT COUNSELORS INC | 260K | $25.3M | $249.6K | Cut−$415.6K |
| VestGen Advisors, LLC | 228.9K | $24M | $293K | Added$20.8M |
| Valeo Financial Advisors, LLC | 246.8K | $24M | $201.1K | Added$3.83M |
| Sanctuary Advisors, LLC | 246.3K | $24M | $236.5K | Cut−$2.34K |
| Texas Capital Bank Wealth Management Services Inc | 242.6K | $23.6M | $232.9K | Cut−$1.3M |
| Cresset Asset Management, LLC | 241.3K | $23.5M | $231.6K | Cut−$413K |
| XML Financial, LLC | 237.6K | $23.1M | $228.1K | Cut−$423.7K |
| Concurrent Investment Advisors, LLC | 230.6K | $22.4M | $211.6K | Added$1.19M |
| Focus Financial Network, Inc. | 221.9K | $21.6M | $212.9K | Cut−$125.4K |
| Fifth Third Wealth Advisors LLC | 216.9K | $21.1M | $202.2K | Added$809.8K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 201.6K | $21M | $1.56M | Added$1.33M |
| WHITTIER TRUST CO OF NEVADA INC | 211.3K | $20.9M | −$220.9K | Added$627.2K |
| Stratos Wealth Partners, LTD. | 214.4K | $20.8M | $205.7K | Cut−$325.3K |
| AMARILLO NATIONAL BANK | 214.3K | $20.8M | $205.7K | Cut−$552K |
| Legacy Advisors, LLC | 212.1K | $20.6M | $202.5K | Added$318.8K |
| BRIDGES INVESTMENT MANAGEMENT INC | 210.1K | $20.4M | $200.5K | Added$322.3K |
| BNP PARIBAS FINANCIAL MARKETS | 206K | $20M | $197.7K | Cut−$21.2M |
| PRINCIPAL FINANCIAL GROUP INC | 203.6K | $19.8M | $195.5K | Cut−$24.4M |
| Wealthspire Advisors, LLC | 201K | $19.5M | $193K | Cut−$8.71K |
| Performa Ltd (US), LLC | 198.9K | $19.3M | $1 | Added$19.3M |
| LJI Wealth Management, LLC | 194.5K | $18.9M | $174K | Added$1.46M |
| Independent Advisor Alliance | 192.8K | $18.8M | $7.11K | Added$18M |
| Ullmann Wealth Partners Group, LLC | 191.7K | $18.6M | $267.8K | Added$1.19M |
| Miller Investment Management, LP | 188.3K | $18.3M | $180.7K | Cut−$424.5K |
| &PARTNERS | 184.4K | $18M | $71.4K | Cut−$2.35M |
| WHITTIER TRUST CO | 182.2K | $18M | −$198.6K | Cut−$331.5K |
| PFW Advisors LLC | 181.4K | $17.6M | $174.1K | Added$71.5K |
| CWM, LLC | 177.3K | $17.2M | $17.2M | Added$17.2M |
| UNIQUE WEALTH, LLC | 174.2K | $16.9M | $160.3K | Added$860.9K |
| FIDELIS CAPITAL PARTNERS, LLC | 172.1K | $16.7M | $165.2K | Added$22.8K |
| BOKF, NA | 171.8K | $16.7M | $164.9K | Cut−$9.32M |
| Avidian Wealth Enterprises, LLC | 170.4K | $16.6M | $161.7K | Added$346.6K |
| PATTON FUND MANAGEMENT, INC. | 169.4K | $16.5M | $159.5K | Added$482.6K |
| ALLIANCEBERNSTEIN L.P. | 170.8K | $16.4M | $0 | Added$108.3K |
| Callan Family Office, LLC | 168.1K | $16.3M | $161.4K | Cut−$1.99M |
| SONATA CAPITAL GROUP INC | 167.7K | $16.3M | $161K | Cut−$840.7K |
| BLAIR WILLIAM & CO/IL | 166.3K | $16.2M | $140.8K | Added$2.05M |
| BANK OF NOVA SCOTIA | 165.4K | $16.1M | $158.8K | Added$157.5K |
| FIRST CITIZENS BANK & TRUST CO | 165K | $16M | $158.4K | Cut−$735.3K |
| CULBERTSON A N & CO INC | 164.7K | $16M | $158.1K | Cut−$157.3K |
| Verdence Capital Advisors LLC | 164.5K | $16M | $157.9K | Cut−$1.42M |
| Private Advisor Group, LLC | 164.5K | $16M | $158K | Cut−$265K |
| BRADLEY FOSTER & SARGENT INC/CT | 162.3K | $15.8M | $155.8K | Added$58.2K |
| Argent Trust Co | 162.1K | $15.8M | $136.1K | Added$2.12M |
| COUNTRY TRUST BANK | 160.2K | $15.6M | $153.8K | Cut−$908.4K |
| WOODSTOCK CORP | 159.9K | $15.5M | $153.5K | Cut−$178.5K |
| Ashton Thomas Private Wealth, LLC | 158.1K | $15.4M | $151.8K | Added$33K |
| Fox Financial, Inc | 158K | $15.4M | $150.3K | Added$286.9K |
| Envestnet Portfolio Solutions, Inc. | 156.8K | $15.2M | $150.5K | Cut−$16.1M |
| Bricktown Capital, LLC | 152.3K | $14.8M | $146.2K | Added$146.2K |
| TOMPKINS FINANCIAL CORP | 151.8K | $14.8M | $111.6K | Added$3.57M |
| LIFE LINE WEALTH MANAGEMENT LLC | 148.1K | $14.4M | $30.8K | Added$11.3M |
| Three Bridge Wealth Advisors, LLC | 147.4K | $14.3M | $131K | Added$1.21M |
| Atlas Legacy Advisors, LLC | 147K | $14.3M | $139.1K | Added$464.9K |
| GGM Financials LLC | 142.6K | $13.9M | $132.8K | Added$553.8K |
| Private Wealth Asset Management, LLC | 140.6K | $13.7M | $135K | Added$94.1K |
| MOODY NATIONAL BANK TRUST DIVISION | 136.6K | $13.3M | $131.1K | Added$31.4K |
| Washington Trust Bank | 133.7K | $13M | $128.4K | Added$64.5K |
| Perigon Wealth Management, LLC | 133.2K | $12.9M | $127.9K | Cut−$40.7K |
| Krane Financial Solutions LLC | 132.7K | $12.9M | — | Held |
| OLD NATIONAL BANCORP /IN/ | 132.2K | $12.9M | $126.2K | Added$199.2K |
| Prime Capital Investment Advisors, LLC | 130.8K | $12.7M | $104.9K | Added$2.2M |
| BAILARD, INC. | 129.3K | $12.6M | $124.1K | Added$106K |
| Ascent Group, LLC | 127.8K | $12.4M | $122.4K | Added$144.3K |
| Taylor & Morgan Wealth Management, LLC | 127.7K | $12.4M | $116.2K | Added$772.9K |
| Heck Capital Advisors, LLC | 125.2K | $12.2M | $120.3K | Cut−$3.28M |
| First National Trust Co | 118.5K | $11.5M | $110.3K | Added$459.2K |
| Koss-Olinger Consulting, LLC | 114.3K | $11.1M | $110K | Cut−$3.68M |
| MV CAPITAL MANAGEMENT, INC. | 113K | $11M | $99.2K | Added$1.05M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 111.9K | $10.9M | $105.1K | Added$341.6K |
| STEPH & CO | 111.8K | $10.9M | $107.4K | Cut−$1.79M |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 110.8K | $10.8M | $104.6K | Added$285.8K |
| PROFFITT & GOODSON INC | 108K | $10.5M | $103.7K | Cut−$285.4K |
| StoneX Group Inc. | 108K | $10.5M | $98K | Added$576.7K |
| Summit Trail Advisors, LLC | 106.9K | $10.4M | $8.84K | Added$9.5M |
| WEST BANCORPORATION INC | 106.1K | $10.3M | $86.3K | Added$1.66M |
| FIRST HORIZON CORP | 106.1K | $10.3M | $101.8K | Cut−$63K |
| Meridian Wealth Management, LLC | 105.6K | $10.3M | $25.5K | Added$7.71M |
| Klaas Financial Asset Advisors, LLC | 104.6K | $10.2M | — | New |
| VOYA INVESTMENT MANAGEMENT LLC | 103.4K | $10.1M | $89.9K | Added$1.04M |
| Midwest Trust Co | 102.4K | $9.96M | $77.8K | Added$2.16M |
| GLENMEDE TRUST CO NA | 100.3K | $9.75M | $96.3K | Added$28.3K |
| Versant Capital Management, Inc | 98.4K | $9.56M | $3.98K | Added$9.16M |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 97.1K | $9.44M | $93.2K | Cut−$18.9K |
| SHELTON WEALTH MANAGEMENT, LLC | 95.8K | $9.31M | $75.6K | Added$1.72M |
| Mullaney, Keating & Wright, Inc. | 95.7K | $9.31M | $91.9K | Added$31K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 93.3K | $9.07M | $89.6K | Cut−$160.5K |
| Hoxton Planning & Management, LLC | 91.7K | $8.92M | $87.4K | Added$143.8K |
| Tanglewood Legacy Advisors, LLC | 91.6K | $8.91M | $87.5K | Added$139.6K |
| TRUST POINT INC. | 90.8K | $8.83M | $87.2K | Cut−$102.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 90.4K | $8.79M | $76.6K | Added$1.11M |
| IEQ CAPITAL, LLC | 90.3K | $8.78M | $83.2K | Added$439.8K |
| NewEdge Wealth, LLC | 89.4K | $8.69M | $79.9K | Added$678.2K |
| Independence Bank of Kentucky | 89.3K | $8.68M | $84.2K | Added$241.6K |
| Rossmore Private Capital | 89.1K | $8.67M | $85.6K | Added$37.6K |
| Haverford Trust Co | 87K | $8.46M | $83.6K | Cut−$135.1K |
| Plan Group Financial, LLC | 86.9K | $8.45M | $83.4K | Cut−$333.8K |
| Summit Financial, LLC | 86.8K | $8.44M | $68K | Added$1.62M |
| Paragon Private Wealth Management, LLC | 86.8K | $8.44M | $80.9K | Added$322.8K |
| Strategic Financial Partners, Ltd. | 86.2K | $8.38M | $82.7K | Cut−$1.22M |
| Campion Asset Management | 86.1K | $8.38M | $82.7K | Added$42.6K |
| Fulton Bank, N.A. | 84.5K | $8.22M | $81.1K | Added$45.5K |
| SIMON QUICK ADVISORS, LLC | 83.7K | $8.14M | $80.4K | Cut−$363.3K |
| TD PRIVATE CLIENT WEALTH LLC | 82.1K | $7.98M | $50.8K | Added$2.89M |
| Savant Capital, LLC | 81.9K | $7.96M | $78.6K | Added$65.7K |
| Sincerus Advisory, LLC | 79.9K | $7.76M | $73.7K | Added$369.7K |
| Johnson Financial Group, Inc. | 79.3K | $7.71M | $53.4K | Added$2.36M |
| Bleakley Financial Group, LLC | 77.9K | $7.58M | $74.8K | Added$67K |
| Schneider Downs Wealth Management Advisors, LP | 77.6K | $7.55M | $74.5K | Cut−$30.3K |
| BEAM WEALTH ADVISORS, INC. | 77.3K | $7.52M | $70.3K | Added$456.3K |
| One Capital Management, LLC | 76.7K | $7.46M | $54.6K | Added$1.99M |
| SALEM INVESTMENT COUNSELORS INC | 75.8K | $7.37M | $72.7K | Added$67.6K |
| CITIZENS FINANCIAL GROUP INC/RI | 75.3K | $7.32M | $72.3K | Cut−$242.8K |
| Quantinno Capital Management LP | 74.7K | $7.26M | $37.5K | Added$3.51M |
| RWA WEALTH PARTNERS, LLC | 74.5K | $7.24M | $71.5K | Added$55.4K |
| DIVERSIFIED TRUST CO | 73.5K | $7.14M | $70.5K | Cut−$406.4K |
| FORTE ASSET MANAGEMENT LLC | 72.2K | $7.02M | $68.9K | Added$106.5K |
| CARRET ASSET MANAGEMENT, LLC | 72.1K | $7.01M | $68.7K | Added$126.1K |
| Baltimore-Washington Financial Advisors, Inc. | 72.1K | $7.01M | $69.2K | Cut−$122.3K |
| Aptus Capital Advisors, LLC | 71.1K | $6.92M | $68.3K | Added$61.8K |
| Modera Wealth Management, LLC | 71.1K | $6.91M | $68.2K | Added$9.71K |
| Summit Wealth Partners, LLC | 71.1K | $6.91M | $68.2K | Cut−$141.8K |
| Advisory Services Network, LLC | 70.3K | $6.83M | $62.3K | Added$579K |
| Nadler Financial Group, Inc. | 69.8K | $6.78M | $67K | Cut−$154.9K |
| Chicago Partners Investment Group LLC | 65.3K | $6.78M | $227.7K | Added$311.2K |
| Fifth Third Securities, Inc. | 69.3K | $6.74M | $66.6K | Cut−$425.4K |
| Chesapeake Wealth Management | 69.2K | $6.73M | $66.5K | Cut−$27.1K |
| Bucket List Wealth Management, LLC | 68.7K | $6.67M | $65.2K | Cut−$9.4M |
| FIRST MERCHANTS CORP | 68.5K | $6.67M | $65.6K | Added$85.2K |
| Baron Financial Group, LLC | 68K | $6.62M | $62.4K | Added$356.7K |
| CITY HOLDING CO | 68K | $6.61M | $65.3K | Cut−$102.2K |
| Winthrop Partners - WNY, LLC | 67.9K | $6.6M | $65.2K | Added$41.7K |
| Capital Group Private Client Services, Inc. | 67.3K | $6.54M | $64.6K | Added$46.5K |
| Dickmeyer Boyce Financial Management, Inc. | 67.1K | $6.52M | — | Held |
| Curi Capital, LLC | 66.7K | $6.49M | $62.7K | Added$204.4K |
| Dorsey & Whitney Trust CO LLC | 65.9K | $6.41M | $60.2K | Added$367.5K |
| Westshore Wealth, LLC | 65.3K | $6.35M | $62.7K | Cut−$239.6K |
| WESBANCO BANK INC | 64K | $6.22M | $61.4K | Cut−$22.4K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 63.5K | $6.18M | $60.2K | Added$139K |
| Integrated Advisors Network LLC | 63.5K | $6.17M | $61K | Cut−$152.9K |
| CFM WEALTH PARTNERS LLC | 62.6K | $6.08M | $60K | Cut−$36.7K |
| FIRST NATIONAL BANK OF OMAHA | 63.6K | $6.07M | −$104.2K | Cut−$5.52K |
| Orin Green Financial, LLC | 61.9K | $6.02M | $59.4K | Added$68.3K |
| Sunburst Financial Group, LLC | 61.3K | $5.96M | $58.8K | Added$38.3K |
| IFC Advisors LLC | 61.2K | $5.95M | $58.8K | Cut−$1.01M |
| TCV Trust & Wealth Management, Inc. | 61K | $5.93M | $58.6K | Cut−$162.8K |
| Triumph Capital Management | 60K | $5.83M | $57.2K | Added$92K |
| New England Private Wealth Advisors LLC | 59.7K | $5.8M | $57.2K | Added$72.3K |
| MATRIX ASSET ADVISORS INC/NY | 59.6K | $5.79M | $56.5K | Added$119.2K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 59.5K | $5.79M | $57K | Added$6.79K |
| Essex Financial Services, Inc. | 59.5K | $5.78M | $57.1K | Cut−$158.8K |
Who left
- NewEdge Advisors, LLC$28.8M
- AXXCESS WEALTH MANAGEMENT, LLC$12M
- BRIGHTON JONES LLC$10.4M
- SAWGRASS ASSET MANAGEMENT LLC$9.08M
- ARGENT CAPITAL MANAGEMENT LLC$7.72M
- TFB Advisors LLC$3.57M
- J.W. COLE ADVISORS, INC.$3.06M
- Diversify Advisory Services, LLC$2.09M
- SWMG, LLC$1.96M
- FMB WEALTH MANAGEMENT$1.8M
- Virtue Capital Management, LLC$1.74M
- MOULTON WEALTH MANAGEMENT, INC$1.54M
- Qube Research & Technologies Ltd$1.4M
- TWO SIGMA SECURITIES, LLC$1.18M
- Atlanta Consulting Group Advisors, LLC$1.12M
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.