Stock
Reported value
$4.63B
Holders
839
+72 new · −52 exited
Holders’ est. mark
$139.2M
Price effect on 231 books still in the name
Largest holder
$380.3M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $193.3M
- Icahn Capital0.0% · $1.64M
- Renaissance Technologies0.0% · $509.3K
- Citadel0.0% · $289.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.21M | $380.3M | $14.7M | Added$27.6M |
| BANK OF AMERICA CORP /DE/ | 3.15M | $373M | $14.9M | Added$4.23M |
| SHERMAN PORFOLIOS, LLC | 1.94M | $229.8M | — | New |
| Fidelity | 1.63M | $193.3M | $6.26M | Added$42.9M |
| WELLS FARGO & COMPANY/MN | 1.43M | $169.7M | $5.96M | Added$26.5M |
| UBS Group AG | 1.09M | $129.5M | $4.98M | Added$9.63M |
| USA FINANCIAL FORMULAS | 927.8K | $109.9M | — | New |
| LPL Financial LLC | 869.8K | $103M | $4.11M | Added$1.14M |
| AMERIPRISE FINANCIAL INC | 846.4K | $100.3M | $3.37M | Added$19.6M |
| Prime Capital Investment Advisors, LLC | 775K | $91.8M | $3.67M | Added$2.57M |
| Modera Wealth Management, LLC | 711.6K | $84.3M | $3.37M | Added$231K |
| ENVESTNET ASSET MANAGEMENT INC | 589.5K | $69.8M | $1.75M | Added$27.9M |
| PNC Financial Services Group, Inc. | 554.6K | $65.7M | $2.62M | Added$2.28M |
| M&T Bank Corp | 551.5K | $65.3M | $2.61M | Added$2.35M |
| ROYAL BANK OF CANADA | 550.9K | $65.3M | $2.45M | Added$6.41M |
| HighTower Advisors, LLC | 504K | $59.7M | $2.38M | Added$2.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 473.7K | $56.1M | $2.24M | Added$140.2K |
| Modern Wealth Management, LLC | 411.8K | $48.9M | $16.9K | Added$48.5M |
| RAYMOND JAMES FINANCIAL INC | 399.9K | $47.4M | $1.49M | Added$11.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 375.7K | $44.5M | $1.78M | Added$1.03M |
| JONES FINANCIAL COMPANIES LLLP | 374.7K | $43.7M | $961.1K | Added$5.38M |
| REGIONS FINANCIAL CORP | 367.3K | $43.5M | $1.74M | Cut−$7.09K |
| World Investment Advisors | 342.8K | $40.6M | $1.42M | Added$6.42M |
| JPMORGAN CHASE & CO | 327.7K | $38M | $700.6K | Added$1.6M |
| STIFEL FINANCIAL CORP | 302.8K | $35.9M | $1.43M | Added$1.1M |
| Focus Partners Wealth | 300.3K | $35.6M | $1.39M | Added$2.06M |
| EXENCIAL WEALTH ADVISORS, LLC | 279.6K | $33.1M | $1.32M | Added$951.5K |
| OSAIC HOLDINGS, INC. | 277.2K | $32.9M | $738.5K | Added$15M |
| Sharp Wealth Advisory, LLC | 272.1K | $32.2M | — | New |
| BAILARD, INC. | 269.1K | $31.9M | $1.27M | Added$1.07M |
| Mariner, LLC | 255.2K | $30.2M | $1.03M | Added$5.29M |
| BANK OF MONTREAL /CAN/ | 253.2K | $30M | $1.2M | Added$1.07M |
| Baird Financial Group, Inc. | 251.9K | $29.8M | $1.19M | Added$1.04M |
| Cetera Investment Advisers | 250.4K | $29.7M | $1.08M | Added$3.74M |
| Heartwood Wealth Advisors LLC | 237.9K | $28.2M | $1.07M | Added$2.57M |
| AlphaCore Capital LLC | 231.9K | $27.5M | $1.1M | Cut−$202.2K |
| Rockefeller Capital Management L.P. | 197.3K | $23.4M | $933.5K | Added$725.6K |
| GHP Investment Advisors, Inc. | 197.1K | $23.3M | $932.2K | Added$908.6K |
| Cerity Partners LLC | 196.1K | $23.2M | $918K | Added$1.11M |
| Vestmark Advisory Solutions, Inc. | 190K | $22.5M | $827.3K | Added$2.62M |
| MAI Capital Management | 184.9K | $21.9M | $874.5K | Added$868.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 176.8K | $20.9M | $802.6K | Added$1.65M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 174.7K | $20.7M | $781.8K | Added$1.9M |
| Probity Advisors, Inc. | 171.4K | $20.3M | $810.5K | Added$609.7K |
| Creative Planning | 168.1K | $19.9M | $720.9K | Added$2.59M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 166.8K | $19.8M | $787.7K | Cut−$634.1K |
| BROWN ADVISORY INC | 152.2K | $18M | $719.7K | Cut−$2.82M |
| Savant Capital, LLC | 143.9K | $17M | $680.7K | Added$67.3K |
| FIFTH THIRD BANCORP | 143.3K | $17M | $255.9K | Added$10.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | 139.9K | $16.6M | $661.6K | Added$517.8K |
| Ellis Investment Partners, LLC | 137.5K | $16.3M | $650.3K | Added$148.5K |
| CoreCap Advisors, LLC | 132.9K | $15.7M | $1.55K | Added$15.7M |
| Waverly Advisors, LLC | 128.1K | $15.2M | $594.3K | Added$887.2K |
| GOLDMAN SACHS GROUP INC | 127.6K | $15.1M | $603.6K | Added$520.2K |
| TRUIST FINANCIAL CORP | 123.5K | $14.6M | $584.1K | Cut−$2.27M |
| Coastal Bridge Advisors, LLC | 117.8K | $14M | $502.6K | Added$1.87M |
| Financial Advisors Network, Inc. | 117.5K | $13.9M | $555.6K | Cut−$535.4K |
| Royal Fund Management, LLC | 113.7K | $13.5M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 110.4K | $13.1M | $422.9K | Added$2.9M |
| Wealth Architects, LLC | 110.1K | $13M | $520.8K | Added$494.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 108.7K | $12.9M | $139.1K | Added$9.53M |
| Lido Advisors, LLC | 108.1K | $12.8M | $778.7K | Added$1.55M |
| Pinnacle Financial Partners, Inc. | 104.3K | $12.4M | $489.4K | Added$590.2K |
| Farther Finance Advisors, LLC | 99.3K | $11.8M | $307K | Added$4.73M |
| Merit Financial Group, LLC | 96.2K | $11.4M | — | New |
| CIBC WORLD MARKET INC. | 95.3K | $11.3M | $450.7K | Cut−$1.04M |
| Corient Private Wealth LLC | 93.2K | $11M | $367.9K | Cut−$187.9K |
| LAKE STREET PRIVATE WEALTH, LLC | 85.1K | $10.1M | $401K | Cut−$1.41M |
| Asset Management Group, Inc. | 84.4K | $10M | $399.2K | Added$6.95K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 83.7K | $9.91M | $395.9K | Cut−$3.03M |
| HOME FEDERAL BANK OF TENNESSEE | 83.5K | $9.89M | $395K | Added$187.6K |
| GLENMEDE TRUST CO NA | 83.2K | $9.85M | $393.5K | Added$389.3K |
| CAPTRUST FINANCIAL ADVISORS | 82.9K | $9.82M | $391.1K | Added$410.9K |
| One Capital Management, LLC | 82.5K | $9.77M | $390.2K | Cut−$1.14M |
| Prospera Financial Services Inc | 82K | $9.71M | $378.9K | Added$601.5K |
| RTD Financial Advisors, Inc. | 81.9K | $9.7M | $387.3K | Cut−$364.2K |
| Cordatus Wealth Management LLC | 80.1K | $9.49M | $370K | Added$593.4K |
| Cassaday & Co Wealth Management LLC | 78.6K | $9.31M | $371.6K | Added$300.3K |
| Evanson Asset Management, LLC | 77.9K | $9.23M | $368.4K | Added$371.6K |
| Arkadios Wealth Advisors | 77.2K | $9.15M | $365.2K | Added$185.4K |
| Sterling Financial Planning, Inc. | 76.7K | $9.09M | $362.8K | Added$94.5K |
| FIRST TRUST ADVISORS LP | 76.5K | $9.07M | $37.1K | Added$8.17M |
| Stratos Wealth Partners, LTD. | 76.4K | $9.05M | $38.5K | Added$8.12M |
| Summit Financial, LLC | 76.3K | $9.04M | $349.3K | Added$643K |
| Integrated Wealth Concepts LLC | 75.6K | $8.95M | $347.2K | Added$606.3K |
| BOKF, NA | 72.9K | $8.63M | $344.8K | Added$257.4K |
| JFS WEALTH ADVISORS, LLC | 72.3K | $8.57M | $342.2K | Cut−$161.4K |
| Chicago Partners Investment Group LLC | 65.3K | $8.35M | $413.4K | Added$219.7K |
| Steward Partners Investment Advisory, LLC | 70K | $8.29M | $330.9K | Added$212K |
| Occidental Asset Management, LLC | 69.7K | $8.25M | $295.8K | Added$1.14M |
| Pathstone Holdings, LLC | 69.3K | $8.21M | $293.4K | Added$1.16M |
| Clear Creek Financial Management, LLC | 69.3K | $8.21M | — | New |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 68.2K | $8.08M | $262.9K | Added$1.76M |
| May Barnhard Investments LLC | 67.4K | $7.99M | $318.9K | Added$8.89K |
| One Day In July LLC | 66.3K | $7.85M | $313.6K | Cut−$95.6K |
| Ifrah Financial Services, Inc. | 65.5K | $7.76M | $309.9K | Added$207.8K |
| FORTRESS FINANCIAL GROUP, LLC | 64.1K | $7.6M | $297K | Added$455.5K |
| Beacon Pointe Advisors, LLC | 63.6K | $7.54M | $301K | Cut−$1.37M |
| Summit Financial Consulting LLC | 63.6K | $7.53M | — | New |
| Independent Advisor Alliance | 62.9K | $7.45M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 110.1K | $7.41M | −$5.66M | Cut−$20.3M |
| US BANCORP \DE\ | 61.9K | $7.33M | $292.9K | Added$220.6K |
| Concurrent Investment Advisors, LLC | 61K | $7.23M | $287.3K | Added$324.1K |
| Ausdal Financial Partners, Inc. | 60.7K | $7.19M | $275.6K | Added$568K |
| Financial Engines Advisors L.L.C. | 60.5K | $7.17M | $286.2K | Cut−$18.8K |
| SAX WEALTH ADVISORS, LLC | 60.9K | $6.93M | $0 | Held |
| Accretive Wealth Partners, LLC | 58.1K | $6.89M | $269.5K | Added$408.8K |
| Allworth Financial LP | 57.9K | $6.86M | $260.2K | Added$605K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 57.8K | $6.85M | $218.8K | Added$1.59M |
| Sowell Financial Services LLC | 56.6K | $6.7M | $267K | Added$285.2K |
| Sigma Planning Corp | 56.5K | $6.69M | $249.3K | Added$696.6K |
| MidFirst Bank | 54.1K | $6.41M | $255.9K | Added$38.4K |
| Ironwood Financial, llc | 54.1K | $6.4M | −$81.6K | Cut−$162.7K |
| Crescent Grove Advisors, LLC | 53.5K | $6.34M | $253.3K | Added$253.3K |
| FRANKLIN RESOURCES INC | 51.2K | $6.07M | $242.3K | Added$236.6K |
| First County Bank /CT/ | 50.8K | $6.01M | $240.1K | Added$76.3K |
| Parallax Volatility Advisers, L.P. | 50K | $5.92M | — | New |
| Rodgers & Associates, LTD | 49.7K | $5.89M | $235.1K | Cut−$49.4K |
| MMA ASSET MANAGEMENT LLC | 49.6K | $5.87M | $229.1K | Added$362.2K |
| Cresset Asset Management, LLC | 48.6K | $5.76M | $230K | Added$74K |
| NorthCrest Asset Manangement, LLC | 47.8K | $5.69M | $126.2K | Cut−$1.52M |
| Gerald Baker Financial Group LLC | 47.9K | $5.68M | — | Held |
| IFP Advisors, Inc | 47K | $5.56M | $219.8K | Added$279.9K |
| SAPIENT CAPITAL LLC | 45.9K | $5.44M | $147.5K | Added$841.6K |
| Quent Capital, LLC | 45.9K | $5.44M | $217.1K | Added$123.9K |
| SONATA CAPITAL GROUP INC | 45.8K | $5.43M | $216.9K | Added$134.8K |
| Stokes Family Office, LLC | 45.8K | $5.42M | $216.6K | Added$19.2K |
| PITTENGER & ANDERSON INC | 45.7K | $5.41M | $216.2K | Added$216.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 45.5K | $5.39M | $215.2K | Added$215.2K |
| INSPIRE TRUST CO, N.A. | 45K | $5.33M | $196.3K | Added$610.9K |
| Parallel Advisors, LLC | 44.6K | $5.28M | $209.6K | Added$242.1K |
| First Heartland Consultants, Inc. | 44.6K | $5.28M | — | New |
| Wilmington Savings Fund Society, FSB | 44.3K | $5.25M | $209.6K | Cut−$30.2K |
| Advisory Services Network, LLC | 43.2K | $5.11M | $204.2K | Added$166.4K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42.5K | $5.04M | $201.2K | Added$201.2K |
| Integrated Advisors Network LLC | 42.5K | $5.04M | — | New |
| Lutz Financial Services LLC | 42.3K | $5.01M | $200.2K | Added$140.3K |
| Salomon & Ludwin, LLC | 42K | $4.99M | $114.9K | Cut−$125.5K |
| Eley Financial Management, Inc | 41.8K | $4.96M | $197.9K | Added$183.1K |
| Asset Dedication, LLC | 41.7K | $4.94M | $197.2K | Cut−$3.87M |
| Graves Light Lenhart Wealth, Inc. | 41.7K | $4.94M | $195.1K | Added$245.1K |
| Allspring Global Investments Holdings, LLC | 41.5K | $4.93M | $977 | Added$4.88M |
| First Citizens Financial Corp | 40.4K | $4.79M | $191.1K | Added$183.3K |
| BURNS J W & CO INC/NY | 40K | $4.74M | $184.7K | Added$301.5K |
| Kestra Advisory Services, LLC | 39.7K | $4.71M | $186.1K | Added$231.7K |
| BKM Wealth Management, LLC | 39.5K | $4.68M | $187K | Added$164.5K |
| DT Investment Partners, LLC | 38.5K | $4.56M | $182.2K | Added$182.2K |
| Salus Financial Advisors, LLC | 38.3K | $4.54M | $181.4K | Added$142.9K |
| Clayton Financial Group LLC | 38.3K | $4.54M | $181K | Added$189K |
| Quantinno Capital Management LP | 36.9K | $4.38M | $123.4K | Added$1.41M |
| Ethos Financial Group, LLC | 37.9K | $4.31M | $48 | Added$2.55K |
| LTG Capital LLC | 35.4K | $4.19M | $167.4K | Added$115.5K |
| Cambridge Financial Group, LLC | 34.5K | $4.09M | $289.7K | Cut−$1.93M |
| GREENLEAF TRUST | 34.2K | $4.05M | $161.8K | Added$124.4K |
| Ashton Thomas Private Wealth, LLC | 33.8K | $4M | $159.8K | Added$113.7K |
| HUNTINGTON NATIONAL BANK | 33.6K | $3.98M | $159.1K | Added$150.5K |
| Azimuth Capital Investment Management LLC | 32.8K | $3.89M | $155.2K | Cut−$59.8K |
| EP Wealth Advisors, LLC | 32.6K | $3.87M | $154.4K | Cut−$20 |
| Access Investment Management LLC | 32.6K | $3.86M | $256K | Cut−$55.5K |
| COURIER CAPITAL LLC | 32.1K | $3.81M | $152K | Cut−$1.23M |
| Oxler Private Wealth LLC | 32K | $3.79M | $151.4K | Added$56.4K |
| HB Wealth Management, LLC | 32K | $3.79M | $69.9K | Added$2.11M |
| Mainsail Financial Group, LLC | 31.3K | $3.7M | $147.9K | Added$116.5K |
| Texas Yale Capital Corp. | 31K | $3.68M | $146.8K | Cut−$330.8K |
| 1834 INVESTMENT ADVISORS CO | 30.6K | $3.62M | $144.7K | Added$72.1K |
| InvesTrust | 29.8K | $3.53M | $141K | Added$141K |
| MML INVESTORS SERVICES, LLC | 29.8K | $3.52M | $140.8K | Cut−$1.41M |
| Three Seasons Wealth, LLC | 29.4K | $3.48M | $24.6K | Added$2.89M |
| Broadview Financial Management, LLC | 29.3K | $3.47M | $138.5K | Added$108.8K |
| M1 Capital Management LLC | 28.8K | $3.41M | $136.4K | Added$75.9K |
| NORTHERN TRUST CORP | 28.8K | $3.41M | $136.2K | Cut−$268K |
| Private Advisor Group, LLC | 28.6K | $3.39M | $135.5K | Cut−$73.3K |
| Causey Wealth LLC | 28.3K | $3.35M | $133.9K | Cut−$259.9K |
| &PARTNERS | 27.9K | $3.3M | $121.1K | Added$329.3K |
| Baring Financial LLC | 27.8K | $3.29M | $129.8K | Added$168.2K |
| Neumann Capital Management, LLC | 27.4K | $3.25M | $129.7K | Added$46.9K |
| Equitable Holdings, Inc. | 28.3K | $3.22M | $2.61K | Cut−$815.4K |
| AE Wealth Management LLC | 27.1K | $3.21M | $57.4K | Added$1.83M |
| McKinley Carter Wealth Services, Inc. | 27K | $3.2M | $127.7K | Added$107K |
| MISSION WEALTH MANAGEMENT, LP | 26.6K | $3.16M | $126.1K | Cut−$68.5K |
| Tortoise Investment Management, LLC | 26.4K | $3.13M | $124.9K | Added$118.5K |
| Birch Hill Investment Advisors LLC | 25.8K | $3.06M | $121.9K | Added$125.4K |
| SOA Wealth Advisors, LLC. | 25.7K | $3.05M | $121.6K | Added$5.83K |
| TWO SIGMA INVESTMENTS, LP | 25.7K | $3.04M | $121.6K | Cut−$5.27M |
| BECKER CAPITAL MANAGEMENT INC | 25.6K | $3.03M | $121.1K | Added$121.1K |
| TIEMANN INVESTMENT ADVISORS, LLC | 25.6K | $3.03M | $119.6K | Added$154.9K |
| Ullmann Wealth Partners Group, LLC | 25.5K | $3.02M | $210.2K | Added$138.9K |
| Abacus Planning Group, Inc. | 25.4K | $3.01M | $120.3K | Cut−$3.01M |
| EVERPAR ADVISORS LLC | 25.3K | $3M | — | New |
| Ballentine Partners, LLC | 25.2K | $2.98M | $119.2K | Added$96.6K |
| Camarda Financial Advisors, LLC | 25.2K | $2.98M | — | New |
| Avidian Wealth Enterprises, LLC | 24.5K | $2.91M | $116.1K | Added$13.5K |
| One Wealth Advisors, LLC | 24.3K | $2.88M | $50.5K | Added$67.9K |
| LifeSteps Financial, Inc. | 24.2K | $2.87M | $95.1K | Added$584.6K |
| CARDIFF PARK ADVISORS, LLC | 23.6K | $2.79M | $111.5K | Cut−$175.5K |
| Focus Partners Advisor Solutions, LLC | 23.5K | $2.78M | $110K | Added$136.2K |
| MSH Capital Advisors LLC | 23.4K | $2.77M | $110.7K | Added$91.3K |
| Midwest Trust Co | 23.4K | $2.77M | $107.3K | Added$191.1K |
| PINNACLE ASSOCIATES LTD | 23.3K | $2.75M | $110.1K | Added$14.7K |
| Columbia Bank | 23.2K | $2.75M | $94.1K | Added$485.3K |
| WESBANCO BANK INC | 22.6K | $2.67M | $104.3K | Added$164.2K |
| Astra Wealth Partners LLC | 22.4K | $2.65M | $104.1K | Added$143.2K |
| Stillwater Capital Advisors, LLC | 22.3K | $2.65M | $101.4K | Added$207.7K |
| CWM, LLC | 22.2K | $2.63M | $2.63M | Added$2.63M |
| ARK & TLK INVESTMENTS, LLC | 22.1K | $2.62M | $104.7K | Added$13.7K |
| Triangle Securities Wealth Management | 21.8K | $2.58M | $102.9K | Added$91.7K |
| Apella Capital, LLC | 20.2K | $2.57M | $107.9K | Added$1.68M |
| NWAM LLC | 21.4K | $2.53M | −$37K | Cut−$47.8K |
| UMB Bank, n.a. | 21.2K | $2.51M | $100.1K | Cut−$226.4K |
| BRIDGES INVESTMENT MANAGEMENT INC | 21.1K | $2.5M | $99.8K | Added$50.1K |
| Strategic Blueprint, LLC | 20.8K | $2.47M | $97K | Added$134.8K |
| MATHER GROUP, LLC. | 20.6K | $2.44M | $84.9K | Added$396.8K |
| Bank of New York Mellon Corp | 20.1K | $2.38M | $95.2K | Added$14.4K |
| Avior Wealth Management, LLC | 20.1K | $2.38M | $95.1K | Cut−$38.2K |
| Federation des caisses Desjardins du Quebec | 20K | $2.37M | — | New |
| St. Louis Trust Co | 19.9K | $2.36M | $94.4K | Added$84.6K |
| Capital Squared Financial LLC | 19.9K | $2.36M | $92K | Added$149.4K |
| Quadcap Wealth Management, LLC | 19.6K | $2.32M | $92.6K | Added$23.3K |
| AtlasMark Financial, Inc | 20.2K | $2.3M | $0 | Held |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 19.4K | $2.3M | $91.7K | Added$91.7K |
| LMG Wealth Partners, LLC | 19.3K | $2.29M | $91.4K | Added$91.4K |
| Glass Jacobson Investment Advisors llc | 19.1K | $2.27M | $90.4K | Added$93.2K |
| Associated Banc-Corp | 19.1K | $2.26M | $90.2K | Cut−$17.7K |
| Keystone Financial Group | 18.5K | $2.19M | — | New |
| Larson Financial Group LLC | 18.3K | $2.17M | $86.5K | Cut−$58.6K |
| Taylor Financial Group, Inc. | 18.3K | $2.16M | $86.3K | Cut−$80.5K |
| Balboa Wealth Partners | 18.1K | $2.14M | — | New |
| OARSMAN CAPITAL, INC. | 17.7K | $2.1M | $83.9K | Added$44.1K |
| Net Worth Advisory Group | 17.6K | $2.08M | $83K | Added$85.8K |
| HARBOUR INVESTMENTS, INC. | 17.3K | $2.05M | $2.69K | Added$1.98M |
| WealthShield Partners, LLC | 17.3K | $2.05M | $78.5K | Added$159.2K |
| Hurley Capital, LLC | 17.1K | $2.03M | $79.2K | Added$126K |
| FIRST MERCHANTS CORP | 17.1K | $2.03M | $81.1K | Cut−$75.8K |
| Novak & Powell Financial Services, Inc. | 17.1K | $2.02M | $32.7K | Added$1.23M |
| Alpine Bank Wealth Management | 16.5K | $1.96M | $78.2K | Cut−$418.4K |
| Goelzer Investment Management, Inc. | 16.4K | $1.94M | $77.6K | Cut−$92.3K |
| Prostatis Group LLC | 16.3K | $1.93M | $57.8K | Added$535.7K |
| Sequent Planning LLC | 16.1K | $1.9M | $76K | Added$75.4K |
| Wealthspire Advisors, LLC | 16K | $1.89M | $75.7K | Added$58.4K |
| AGF MANAGEMENT LTD | 15.2K | $1.8M | $72K | Added$19.7K |
| PKS Advisory Services, LLC | 15.2K | $1.8M | $72.3K | Added$37.6K |
| WealthCare Asset Management, LLC | 14.9K | $1.77M | — | New |
| IHT Wealth Management, LLC | 14.7K | $1.74M | $69.4K | Cut−$51.8K |
| CITY HOLDING CO | 14.6K | $1.73M | $66K | Added$146.6K |
| Harvest Investment Services, LLC | 14.6K | $1.73M | — | New |
| Physician Wealth Advisors, Inc. | 14.3K | $1.7M | $67.8K | Added$14.9K |
| Lee-Kelleher Wealth Management | 14.3K | $1.7M | $66.9K | Added$88.7K |
| Zhang Financial LLC | 14.3K | $1.69M | $67.6K | Added$68K |
| SigFig Wealth Management, LLC | 13.9K | $1.65M | $62.5K | Added$144.4K |
| FIRST NATIONAL BANK OF OMAHA | 14.2K | $1.64M | $16.2K | Added$13.9K |
Who left
- NewEdge Advisors, LLC$3.22M
- SEVEN MILE ADVISORY$2.3M
- Envestnet Portfolio Solutions, Inc.$1.76M
- StoneX Group Inc.$1.44M
- MARSHALL WACE, LLP$1.28M
- Mandatum Life Insurance Co Ltd$990.7K
- GTS SECURITIES LLC$825.8K
- Global View Capital Management LLC$685.5K
- Clark Asset Management, LLC$547.6K
- Prosperitas Financial LLC$509.2K
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$493.1K
- J.W. COLE ADVISORS, INC.$483.6K
- Orion Porfolio Solutions, LLC$473.1K
- ORLEANS CAPITAL MANAGEMENT CORP/LA$459.1K
- Charles Schwab Trust Co$440.3K
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.