Stock
Reported value
$4.04B
Holders
503
+45 new · −48 exited
Holders’ est. mark
−$174.4M
Price effect on 239 books still in the name
Largest holder
$397.3M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $3.77M
- Icahn Capital0.0% · $1.47M
- Fidelity0.0% · $4.92M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3.35M | $397.3M | −$35.7M | Cut−$92.2M |
| Equitable Holdings, Inc. | 1.08M | $276.6M | $137.4M | Added$68.5M |
| MORGAN STANLEY | 2.33M | $276.5M | −$24.8M | Cut−$32.3M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.86M | $220.2M | −$19.7M | Cut−$18.5M |
| ENVESTNET ASSET MANAGEMENT INC | 1.78M | $211.1M | −$17.9M | Cut−$5.49M |
| RAYMOND JAMES FINANCIAL INC | 1.75M | $207.7M | −$18.7M | Cut−$21.4M |
| LPL Financial LLC | 1.45M | $171.8M | −$15.4M | Cut−$16M |
| ROYAL BANK OF CANADA | 1.23M | $146.3M | −$13.1M | Cut−$17.9M |
| JPMORGAN CHASE & CO | 1.24M | $140.1M | −$19.6M | Cut−$189.1M |
| TRUIST FINANCIAL CORP | 1.02M | $120.8M | −$10.9M | Cut−$11.7M |
| Cerity Partners LLC | 952.5K | $112.9M | −$10M | Cut−$8.91M |
| WestEnd Advisors, LLC | 836K | $99.1M | −$8.77M | Cut−$7.31M |
| Steward Partners Investment Advisory, LLC | 811.6K | $96.2M | −$8.35M | Cut−$5.14M |
| Destination Wealth Management | 620.7K | $73.6M | −$6.61M | Cut−$7.2M |
| UBS Group AG | 564.3K | $66.9M | −$5.46M | Added$628.9K |
| Gray Foundation | 559.1K | $66.3M | −$5.95M | Cut−$5.95M |
| AMERIPRISE FINANCIAL INC | 546.6K | $64.8M | −$5.86M | Cut−$34.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 491.7K | $58.3M | −$5.16M | Cut−$4.31M |
| Mirae Asset Global Investments Co., Ltd. | 482.3K | $57.2M | −$2.82M | Added$22.9M |
| WELLS FARGO & COMPANY/MN | 383.3K | $45.4M | −$4.08M | Cut−$9.39M |
| PGIM Custom Harvest LLC | 368.8K | $43.7M | −$3.93M | Cut−$4.32M |
| Portfolio Strategies, Inc. | 345.2K | $40.9M | −$3.67M | Cut−$4.45M |
| FIL Ltd | 335.7K | $39.8M | — | New |
| VICTORY CAPITAL MANAGEMENT INC | 291.8K | $34.6M | −$3.08M | Cut−$2.73M |
| STIFEL FINANCIAL CORP | 288K | $34.1M | −$2.99M | Cut−$2.12M |
| Legacy Financial Strategies, LLC | 256.1K | $30.3M | −$2.71M | Cut−$2.58M |
| Allworth Financial LP | 232.5K | $27.6M | −$2.48M | Cut−$2.68M |
| Lido Advisors, LLC | 229.5K | $27.2M | −$2.42M | Cut−$3.2M |
| OSAIC HOLDINGS, INC. | 217.5K | $25.8M | −$2.24M | Cut−$1.41M |
| GOLDMAN SACHS GROUP INC | 189.6K | $22.5M | −$2.02M | Cut−$3.62M |
| Focus Partners Wealth | 145.8K | $18.4M | −$373.2K | Cut−$2.15M |
| Cetera Investment Advisers | 151.4K | $17.9M | −$1.61M | Cut−$7.09M |
| BAILARD, INC. | 135.7K | $16.1M | −$1.39M | Cut−$713.9K |
| Mariner, LLC | 130.3K | $15.4M | −$1.39M | Cut−$1.68M |
| White Lighthouse Investment Management Inc. | 123.4K | $14.6M | −$1.21M | Cut−$91.7K |
| ASSETMARK, INC | 123.2K | $14.6M | −$1.12M | Added$985.1K |
| MML INVESTORS SERVICES, LLC | 122.9K | $14.6M | −$1.31M | Cut−$3.29M |
| HB Wealth Management, LLC | 115.9K | $13.7M | −$1.23M | Cut−$5.07M |
| CIBC WORLD MARKET INC. | 112.3K | $13.3M | −$1.2M | Cut−$1.42M |
| Shira Ridge Wealth Management | 111.8K | $13.3M | −$959.9K | Added$1.61M |
| WELLINGTON MANAGEMENT GROUP LLP | 107K | $12.7M | −$1.14M | Cut−$33M |
| Sanctuary Advisors, LLC | 105K | $12.4M | −$1.02M | Added$65.9K |
| Decker Wealth Management LLC | 103.9K | $12.3M | −$1.11M | Cut−$1.66M |
| Corient Private Wealth LLC | 103.3K | $12.2M | −$1.1M | Cut−$1.4M |
| SAGESPRING WEALTH PARTNERS, LLC | 103.2K | $12.2M | −$1.1M | Cut−$2.14M |
| Dynamic Wealth Strategies, LLC | 101.7K | $12.1M | −$1.06M | Cut−$746.6K |
| Apollon Wealth Management, LLC | 101K | $12M | −$1.08M | Cut−$1.17M |
| GM Advisory Group, LLC | 99.7K | $11.8M | −$1.06M | Cut−$1.15M |
| PNC Financial Services Group, Inc. | 99K | $11.7M | −$1.05M | Cut−$1.55M |
| Independent Advisor Alliance | 89.6K | $10.6M | — | New |
| Fairscale Capital, LLC | 86.5K | $10.3M | −$902.5K | Cut−$694.5K |
| &PARTNERS | 86.2K | $10.2M | −$919.3K | Cut−$1.42M |
| Prostatis Group LLC | 85.3K | $10.1M | −$906K | Cut−$882.5K |
| Baker Avenue Asset Management, LP | 74.9K | $8.87M | −$797K | Cut−$792.1K |
| Rockefeller Capital Management L.P. | 72.2K | $8.55M | −$744K | Cut−$470.7K |
| VMS Asset Management Limited | 71K | $8.42M | — | New |
| Focus Partners Advisor Solutions, LLC | 69.3K | $8.21M | −$98.1K | Added$7.02M |
| WealthBridge Capital Management, LLC | 67.8K | $8.04M | −$719.1K | Cut−$684.8K |
| TWO SIGMA INVESTMENTS, LP | 67.5K | $8M | — | New |
| Meridian Wealth Management, LLC | 64.1K | $7.6M | −$683K | Cut−$694K |
| CWM, LLC | 63.9K | $7.58M | $7.57M | Added$7.57M |
| DEUTSCHE BANK AG\ | 63.2K | $7.49M | −$673.4K | Cut−$1.74M |
| JONES FINANCIAL COMPANIES LLLP | 62.5K | $7.2M | −$751.7K | Added$218.2K |
| Integrity Investment Advisors, LLC | 60K | $7.11M | −$596.6K | Cut−$130.1K |
| SCOTIA CAPITAL INC. | 59.6K | $7.06M | −$632.2K | Cut−$969.9K |
| US BANCORP \DE\ | 58.4K | $6.92M | −$553.2K | Added$209.4K |
| Graves Light Lenhart Wealth, Inc. | 56K | $6.63M | −$596.1K | Cut−$596.1K |
| Asset Management Group, Inc. | 55.5K | $6.58M | −$591.6K | Cut−$772.9K |
| MIDLAND WEALTH ADVISORS, LLC | 53K | $6.28M | −$564.1K | Cut−$557.7K |
| AFT, FORSYTH & COMPANY, INC. | 52.5K | $6.22M | −$559.1K | Cut−$631.8K |
| Private Advisor Group, LLC | 52.3K | $6.2M | −$557.2K | Cut−$862K |
| Concurrent Investment Advisors, LLC | 50.2K | $5.94M | −$469.6K | Added$247.8K |
| Trilogy Capital Inc. | 49.1K | $5.82M | −$522.6K | Cut−$653.4K |
| KKM Financial LLC | 43K | $5.55M | $0 | Held |
| FIRST TRUST ADVISORS LP | 43.8K | $5.19M | −$466.6K | Cut−$1.6M |
| ACIMA PRIVATE WEALTH, LLC | 43.7K | $5.18M | −$465.8K | Cut−$1.43M |
| Cadent Capital Advisors, LLC | 43.6K | $5.17M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42.3K | $5.01M | −$450.3K | Cut−$1.08M |
| Fidelity | 41.5K | $4.92M | −$424.4K | Cut−$223.6K |
| HighTower Advisors, LLC | 41.1K | $4.87M | −$437.5K | Cut−$588.7K |
| Kestra Advisory Services, LLC | 40.6K | $4.82M | −$432.7K | Cut−$1.4M |
| DAVENPORT & Co LLC | 40.4K | $4.79M | −$369.5K | Added$307.4K |
| Creative Planning | 40.1K | $4.75M | −$406.6K | Cut−$180.7K |
| Paragon Advisors, LLC | 38K | $4.5M | −$404.4K | Cut−$483.8K |
| Quantinno Capital Management LP | 37.7K | $4.46M | −$379K | Cut−$132.9K |
| Advisory Services Network, LLC | 36.6K | $4.34M | −$390.2K | Cut−$1.74M |
| Milestone Investment Advisors LLC | 36.3K | $4.3M | −$384.6K | Cut−$366.2K |
| MERIDIAN INVESTMENT COUNSEL INC. | 35.3K | $4.18M | −$375.5K | Cut−$414.2K |
| Campion Asset Management | 33.9K | $4.01M | −$353.3K | Cut−$271.6K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 33.4K | $3.96M | −$356K | Cut−$371.7K |
| Citadel | 31.8K | $3.77M | −$151.6K | Added$1.93M |
| ALLIANCEBERNSTEIN L.P. | 28K | $3.62M | −$0 | Added$1.73M |
| Journey Beyond Wealth, LLC | 29.8K | $3.53M | −$290.3K | Added$13.9K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 29.6K | $3.51M | −$311K | Cut−$262.3K |
| JANE STREET GROUP, LLC | 29.2K | $3.46M | — | New |
| SHEETS SMITH WEALTH MANAGEMENT | 28.3K | $3.36M | −$301.5K | Cut−$411.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 28.3K | $3.35M | −$301.2K | Cut−$352.3K |
| Keystone Global Partners, LLC | 28K | $3.32M | −$298.2K | Cut−$298.2K |
| IHT Wealth Management, LLC | 27.9K | $3.3M | −$296.6K | Cut−$314.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27.1K | $3.28M | −$274.2K | Cut−$747.3K |
| Financial Freedom, LLC | 27.7K | $3.28M | −$286.4K | Cut−$194.4K |
| FIFTH THIRD BANCORP | 27.3K | $3.23M | −$57K | Added$2.54M |
| Sowell Financial Services LLC | 27.2K | $3.23M | −$290K | Cut−$337.9K |
| Hilltop Holdings Inc. | 27K | $3.19M | −$287K | Cut−$524.6K |
| STEPHENS INC /AR/ | 26.6K | $3.15M | −$283.2K | Cut−$281.5K |
| Perigon Wealth Management, LLC | 25.8K | $3.06M | −$272.2K | Cut−$240K |
| BROWN ADVISORY INC | 25.7K | $3.05M | −$274.1K | Cut−$685.9K |
| CAPTRUST FINANCIAL ADVISORS | 25.7K | $3.04M | −$259.7K | Cut−$105.4K |
| Bank of New York Mellon Corp | 25.4K | $3.01M | −$270.5K | Cut−$285.8K |
| OneDigital Investment Advisors LLC | 25.4K | $3.01M | −$270.2K | Cut−$747.1K |
| Clearstead Advisors, LLC | 24.5K | $2.9M | −$54.7K | Added$2.24M |
| Wallace Hart LLC | 24.2K | $2.87M | −$153.5K | Added$1M |
| RWA WEALTH PARTNERS, LLC | 23.6K | $2.79M | −$251.1K | Cut−$748.8K |
| B. Riley Wealth Advisors, Inc. | 24K | $2.72M | −$379.9K | Cut−$424.5K |
| Coastal Bridge Advisors, LLC | 22.2K | $2.63M | −$215.7K | Added$13.3K |
| Cresset Asset Management, LLC | 22.1K | $2.62M | −$232.4K | Cut−$200.2K |
| XTX Topco Ltd | 21.9K | $2.6M | — | New |
| Migdal Insurance & Financial Holdings Ltd. | 21.5K | $2.55M | $2.55M | Added$2.55M |
| Beacon Pointe Advisors, LLC | 20.9K | $2.47M | −$222.3K | Cut−$656.9K |
| Atria Investments, Inc | 20.8K | $2.46M | −$221.2K | Cut−$312.5K |
| BANK OF MONTREAL /CAN/ | 20.8K | $2.46M | −$221.2K | Cut−$166.8M |
| SMITH, MOORE & CO. | 20.1K | $2.39M | −$198.7K | Cut−$21.6K |
| NATIONAL BANK OF CANADA /FI/ | 19.6K | $2.32M | −$209.2K | Cut−$364.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18.8K | $2.23M | −$3.91K | Added$2.18M |
| SHELTON WEALTH MANAGEMENT, LLC | 18.6K | $2.2M | −$198K | Cut−$242.2K |
| BXM Wealth LLC | 17.6K | $2.09M | −$187.7K | Cut−$378.2K |
| Houlihan Financial Resource Group, Ltd. | 17.4K | $2.06M | −$184.2K | Cut−$184.2K |
| M&T Bank Corp | 17K | $2.02M | −$181.4K | Cut−$220.8K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14.2K | $2.01M | — | New |
| Clarity Wealth Advisors, LLC | 16.7K | $1.98M | −$177.9K | Cut−$398.6K |
| Icon Wealth Advisors, LLC | 13.9K | $1.96M | $169.2K | Added$65.8K |
| WEBSTER BANK, N. A. | 16.5K | $1.96M | −$175.9K | Cut−$245K |
| CALDWELL SUTTER CAPITAL, INC. | 15.7K | $1.86M | −$167.4K | Cut−$167.4K |
| Copia Wealth Management | 15.4K | $1.83M | −$136.2K | Added$178.8K |
| Fort Sheridan Advisors LLC | 15.3K | $1.81M | −$162.7K | Cut−$165.8K |
| Comprehensive Financial Planning, Inc./PA | 15.1K | $1.79M | −$154.8K | Cut−$86.7K |
| FIDUCIENT ADVISORS LLC | 14.3K | $1.69M | −$151.9K | Cut−$151.9K |
| GREAT VALLEY ADVISOR GROUP, INC. | 14.1K | $1.67M | −$150K | Cut−$232.3K |
| Keebeck Wealth Management | 14.1K | $1.67M | −$149.8K | Cut−$152K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 13.6K | $1.61M | −$144.3K | Cut−$144K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 13.5K | $1.6M | −$143.8K | Cut−$143.8K |
| Baird Financial Group, Inc. | 13.4K | $1.59M | −$132.6K | Cut−$15.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12.6K | $1.5M | −$134.9K | Cut−$217.1K |
| Security Financial Services, INC. | 12.6K | $1.49M | −$134.3K | Cut−$516.5K |
| Icahn Capital | 12.4K | $1.47M | −$125.1K | Cut−$43K |
| Crescent Grove Advisors, LLC | 12.1K | $1.44M | −$129.3K | Cut−$129.3K |
| NORTHERN TRUST CORP | 11.8K | $1.4M | −$112.4K | Added$34.4K |
| Sigma Planning Corp | 11.7K | $1.39M | −$115.2K | Cut−$11.5K |
| One Wealth Advisors, LLC | 11.7K | $1.38M | −$124.2K | Cut−$311.7K |
| Legacy Edge Advisors, LLC | 11.6K | $1.38M | −$123.8K | Cut−$162.5K |
| Ashton Thomas Private Wealth, LLC | 11.1K | $1.32M | −$118.4K | Cut−$118.3K |
| CITIGROUP INC | 11.1K | $1.31M | −$118.2K | Cut−$158.9K |
| UNIQUE WEALTH, LLC | 10.8K | $1.28M | −$115.1K | Cut−$378K |
| WealthShield Partners, LLC | 10.8K | $1.28M | −$115K | Cut−$114.8K |
| Pathstone Holdings, LLC | 10.8K | $1.28M | −$114.8K | Cut−$114.8K |
| Nikulski Financial, Inc. | 10.4K | $1.24M | −$111.2K | Cut−$111.2K |
| Composition Wealth, LLC | 10.3K | $1.23M | −$104.2K | Cut−$38.4K |
| Arkadios Wealth Advisors | 9.98K | $1.18M | −$83.6K | Added$169.7K |
| Summit Financial, LLC | 9.94K | $1.18M | −$105.9K | Cut−$172.4K |
| Empirical Asset Management, LLC | 9.87K | $1.17M | −$102.6K | Cut−$75K |
| HARRELL INVESTMENT PARTNERS, LLC | 9.61K | $1.14M | −$102.4K | Cut−$470.1K |
| Savvy Advisors, Inc. | 9.56K | $1.13M | −$80.9K | Added$152.6K |
| HARMONY ASSET MANAGEMENT LLC | 9.52K | $1.13M | −$96.7K | Cut−$44.6K |
| Avestar Capital, LLC | 9.47K | $1.12M | −$100.9K | Cut−$134.4K |
| BENJAMIN EDWARDS INC | 9.44K | $1.12M | −$93.5K | Cut−$14.9K |
| D.A. DAVIDSON & CO. | 9.43K | $1.12M | −$98.3K | Cut−$74.9K |
| Cypress Wealth Services, LLC | 9.36K | $1.11M | −$99.7K | Cut−$183.9K |
| Accurate Wealth Management, LLC | 8.67K | $1.11M | −$24.1K | Added$189.5K |
| AE Wealth Management LLC | 9.28K | $1.1M | −$29.4K | Added$744.1K |
| Waverly Advisors, LLC | 9.22K | $1.09M | −$97.1K | Cut−$85.5K |
| Bawa N Mallick Trust | 9K | $1.07M | −$95.8K | Cut−$95.8K |
| RFG - Bristol Wealth Advisors, LLC | 8.94K | $1.06M | −$95.3K | Cut−$460.3K |
| Stratos Wealth Partners, LTD. | 8.85K | $1.05M | −$91.8K | Cut−$64.9K |
| BEACON FINANCIAL GROUP | 8.67K | $1.03M | −$92.3K | Cut−$94K |
| Forefront Wealth Partners, LLC | 8.67K | $1.03M | −$31.3K | Added$647.7K |
| BRADLEY FOSTER & SARGENT INC/CT | 8.63K | $1.02M | −$92K | Cut−$92K |
| EP Wealth Advisors, LLC | 8.51K | $1.01M | −$87.2K | Cut−$50.8K |
| AlTi Global, Inc. | 8.5K | $1.01M | −$90.6K | Cut−$125.1K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 8.42K | $997.9K | −$89.7K | Cut−$119.9K |
| Kearns & Associates LLC | 8.23K | $974.9K | −$87.6K | Cut−$87.6K |
| Ascent Group, LLC | 8.22K | $974.2K | −$87.5K | Cut−$88.7K |
| FOUNDERS FINANCIAL SECURITIES LLC | 7.53K | $957.3K | −$15K | Cut−$352.7K |
| BECKER CAPITAL MANAGEMENT INC | 7.8K | $924.4K | −$59.6K | Added$201.3K |
| KENNEDY INVESTMENT GROUP | 7.63K | $903.7K | −$76.3K | Cut−$22.4K |
| BLAIR WILLIAM & CO/IL | 7.62K | $903.2K | −$81.2K | Cut−$6.19M |
| OVERSEA-CHINESE BANKING Corp Ltd | 7.47K | $885.9K | −$79.6K | Cut−$8.46M |
| Embree Financial Group | 7.39K | $876.2K | −$78.7K | Cut−$78.5K |
| ASHTON THOMAS SECURITIES, LLC | 7.32K | $867K | — | New |
| Farther Finance Advisors, LLC | 7.13K | $857.4K | −$18.2K | Added$593K |
| Horizon Investments, LLC | 7.21K | $854.2K | −$45.1K | Added$306.7K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7.15K | $847K | −$76.1K | Cut−$279.9K |
| CFS Investment Advisory Services, LLC | 6.04K | $837K | $56.4K | Cut−$175.1K |
| WealthTrust Axiom LLC | 7K | $829.6K | −$74.6K | Cut−$117K |
| Willis Johnson & Associates, Inc. | 6.79K | $805.2K | −$72.3K | Cut−$79.4K |
| Indivisible Partners | 6.77K | $802.6K | −$72.1K | Cut−$87.6K |
| Citizens National Bank Trust Department | 6.71K | $795.2K | −$71.5K | Cut−$117.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.7K | $794.1K | −$71.4K | Cut−$715.4K |
| Retirement Planning Co of New England, Inc. | 6.69K | $792.9K | −$71.2K | Cut−$69.5K |
| Strait & Sound Wealth Management LLC | 6.66K | $788.9K | −$70K | Cut−$59.5K |
| Simplicity Wealth,LLC | 6.64K | $787.4K | −$64K | Added$11.3K |
| Asempa Wealth Advisors | 6.44K | $775.1K | −$57.1K | Cut−$57.1K |
| Rare Wolf Capital LLC | 6.47K | $767.2K | −$68.9K | Cut−$68.9K |
| Horst & Graben Wealth Management LLC | 5.35K | $763.8K | $73K | Added$34.9K |
| Mystic Asset Management, Inc. | 6.43K | $761.8K | −$68.5K | Cut−$114.3K |
| CITIZENS FINANCIAL GROUP INC/RI | 6.41K | $760K | −$68.3K | Cut−$68.3K |
| Quotient Wealth Partners, LLC | 6.31K | $748.3K | −$67.2K | Cut−$397.9K |
| NORTHSTAR ASSET MANAGEMENT Co | 6.3K | $746.6K | −$67.1K | Cut−$67.1K |
| TUDOR INVESTMENT CORP ET AL | 6.2K | $734.4K | — | New |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 6.17K | $731.6K | −$59.1K | Added$15.2K |
| Capital Investment Advisors, LLC | 6.16K | $730.3K | −$65.6K | Cut−$65.6K |
| Compound Planning, Inc. | 6.15K | $728.7K | −$53.3K | Added$82.3K |
| Sound View Wealth Advisors Group, LLC | 6.11K | $724.3K | −$65.1K | Cut−$71.1K |
| Financial Planning Hawaii, Inc. | 6.01K | $712.5K | −$64K | Cut−$64K |
| Spruce Point Capital Management, LLC | 6K | $711.1K | −$63.9K | Cut−$1.25M |
| EASTERN BANK | 5.91K | $699.9K | −$62.9K | Cut−$62.9K |
| FRANKLIN RESOURCES INC | 5.9K | $698.7K | −$62.8K | Cut−$62.8K |
| GTS SECURITIES LLC | 5.87K | $696K | — | New |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 5.84K | $692.7K | −$62.2K | Cut−$303.8K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 5.83K | $690.6K | −$62.2K | Cut−$162.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.83K | $690.4K | −$62K | Cut−$68K |
| HARBOUR INVESTMENTS, INC. | 5.76K | $683.1K | −$58.3K | Cut−$24.5K |
| Pinnacle Financial Partners, Inc. | 5.71K | $676.2K | −$57.5K | Cut−$21.2K |
| IEQ CAPITAL, LLC | 5.67K | $671.3K | −$60.3K | Cut−$89.8K |
| TSA Wealth Managment LLC | 5.65K | $669.2K | −$60.1K | Cut−$82.5K |
| Grandview Asset Management LLC | 5.65K | $669.2K | −$60K | Cut−$264.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 5.55K | $658.3K | −$46.8K | Added$91.3K |
| TRANSCEND CAPITAL ADVISORS, LLC | 5.53K | $655.6K | −$58.9K | Cut−$106.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.5K | $651.2K | −$58.6K | Cut−$64K |
| Valmark Advisers, Inc. | 5.49K | $650.1K | −$58.4K | Cut−$73.6K |
| SOA Wealth Advisors, LLC. | 5.47K | $648.3K | −$58.2K | Cut−$80.3K |
| Bouchey Financial Group Ltd | 5.07K | $644.8K | −$10.1K | Cut−$10.1K |
| COMMERCE BANK | 5.32K | $630.7K | −$54.6K | Cut−$31.6K |
| FIRST HORIZON CORP | 5.14K | $609K | −$50.4K | Cut−$1.77K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.12K | $606.3K | −$54.5K | Cut−$1.5M |
| Ancora Advisors LLC | 5.11K | $605.9K | −$54.4K | Cut−$54.4K |
| KICKSTAND VENTURES, LLC. | 5.06K | $600.1K | −$53.9K | Cut−$64.7K |
| KANE INVESTMENT MANAGEMENT, INC. | 5.03K | $596.6K | −$53.6K | Cut−$237.1K |
| Rollins Financial Advisors, LLC | 5K | $593.1K | −$53.3K | Cut−$141.5K |
| Strategic Blueprint, LLC | 4.94K | $585.4K | −$52.6K | Cut−$86.3K |
| Ridgeline Wealth, LLC | 4.94K | $585K | −$52.6K | Cut−$182.4K |
| Freestone Capital Holdings, LLC | 4.93K | $583.8K | −$52.5K | Cut−$52.5K |
| SAXON INTERESTS, INC. | 4.92K | $583K | −$52.4K | Cut−$56.5K |
| St. Johns Investment Management Company, LLC | 4.92K | $582.8K | −$52.4K | Cut−$52.4K |
| Northstar Advisory Group, LLC | 4.88K | $578.6K | −$52K | Cut−$6.49M |
| Guidance Point Advisors, LLC | 4.87K | $577K | −$51.8K | Cut−$51.7K |
| Safeguard Investment Advisory Group, LLC | 4.81K | $569.7K | −$51.2K | Cut−$51.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.69K | $556.3K | −$48.5K | Cut−$32.2K |
| World Investment Advisors | 4.68K | $555.1K | −$48.7K | Cut−$36.2K |
| PRINCIPAL SECURITIES, INC. | 4.66K | $552.5K | −$48.1K | Cut−$31.3K |
| SAWGRASS ASSET MANAGEMENT LLC | 4.66K | $552.5K | −$49.7K | Cut−$49.6K |
Who left
- NewEdge Advisors, LLC$7.19M
- Humankind Investments LLC$6.32M
- Financial Management Professionals, Inc.$2.35M
- GRIMES & Co WEALTH MANAGEMENT, LLC$2.1M
- AK GLOBAL ASSET MANAGEMENT, LLC$2.1M
- Renaissance Technologies$1.81M
- Diversify Advisory Services, LLC$1.76M
- LAZARD ASSET MANAGEMENT LLC$918.3K
- Belpointe Asset Management LLC$780.1K
- Advisory Alpha, LLC$428.7K
- U.S. Capital Wealth Advisors, LLC$364.2K
- WESPAC Advisors, LLC$335.4K
- NewEdge Wealth, LLC$324.7K
- Trek Financial, LLC$319.3K
- BlueChip Wealth Advisors LLC$308.9K
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.