Stock
Reported value
$10.1B
Holders
753
+57 new · −42 exited
Holders’ est. mark
$1.32M
Price effect on 244 books still in the name
Largest holder
$3.76B
JONES FINANCIAL COMPANIES LLLP
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $366.5M
- Renaissance Technologies0.0% · $5.84M
- Citadel0.0% · $22.6M
- Icahn Capital0.0% · $2.48M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 49.4M | $3.76B | −$54.3M | Added$1.04B |
| TIAA Wealth Investment Management LLC | 9.48M | $721.3M | — | Held |
| Fidelity | 4.67M | $366.5M | $2.39M | Added$156.2M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.35M | $341.2M | — | Held |
| Creative Planning | 3.92M | $307.7M | $3.45M | Cut−$2.5M |
| BlackRock, Inc. | 3.79M | $297M | $3M | Added$32.9M |
| State of New Jersey Common Pension Fund D | 3.7M | $290.3M | $3.26M | Added$3.26M |
| Bank of New York Mellon Corp | 3.17M | $248.9M | $2.78M | Added$4.42M |
| GOLDMAN SACHS GROUP INC | 3.04M | $238.1M | $2.37M | Added$29.4M |
| MORGAN STANLEY | 2.5M | $195.6M | $2.1M | Added$10.4M |
| BANK OF AMERICA CORP /DE/ | 2.45M | $192.3M | $1.6M | Added$51.8M |
| WELLINGTON MANAGEMENT GROUP LLP | 1.48M | $116M | $1.05M | Added$23.5M |
| NORTHERN TRUST CORP | 1.3M | $102M | $1.11M | Added$3.84M |
| Focus Partners Wealth | 1.28M | $100.7M | $1.38M | Added$464.5K |
| Cassaday & Co Wealth Management LLC | 1.26M | $98.7M | $1.11M | Added$113.5K |
| Cetera Investment Advisers | 1.13M | $88.7M | $947.3K | Added$5.25M |
| UBS Group AG | 975.2K | $76.5M | $682.6K | Added$16.3M |
| Modera Wealth Management, LLC | 894.9K | $70.2M | $787.5K | Cut−$871.2K |
| Wilmington Savings Fund Society, FSB | 861.1K | $67.5M | $757.8K | Cut−$428.1K |
| LPL Financial LLC | 848.8K | $66.6M | $746.9K | Added$156.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 720.2K | $56.5M | $584.1K | Added$5.02M |
| HighTower Advisors, LLC | 701.3K | $55M | $608.4K | Added$1.38M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 686.3K | $53.8M | $24.3K | Added$51.7M |
| State of Tennessee, Department of Treasury | 625.9K | $49.1M | −$2.1M | Cut−$2.11M |
| Nuveen, LLC | 616.8K | $48.4M | $221.3K | Added$28.9M |
| Financial Advisory Corp | 581.9K | $45.6M | $512K | Cut−$346.3K |
| ENVESTNET ASSET MANAGEMENT INC | 577K | $45.2M | $507.7K | Cut−$203K |
| Forvis Mazars Wealth Advisors, LLC | 576K | $45.2M | $506.9K | Cut−$916.7K |
| NATIONAL BANK OF CANADA /FI/ | 539.2K | $42.3M | $20.9K | Added$40.4M |
| BANK OF MONTREAL /CAN/ | 531.7K | $41.7M | $467.9K | Cut−$14M |
| PNC Financial Services Group, Inc. | 496.9K | $39M | $437.3K | Cut−$737.6K |
| WELLS FARGO & COMPANY/MN | 476.3K | $37.3M | $319K | Added$9.24M |
| Corient Private Wealth LLC | 491.4K | $37.3M | −$816.2K | Cut−$875.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 469.2K | $36.8M | $393.3K | Added$2.14M |
| Baker Avenue Asset Management, LP | 446.8K | $35M | $391.6K | Added$535.7K |
| Plancorp, LLC | 414.4K | $34.3M | $2.19M | Added$2.15M |
| Wealthcare Advisory Partners LLC | 406.2K | $31.8M | $355.3K | Added$549.6K |
| MAI Capital Management | 376.2K | $29.5M | $322.8K | Added$1.06M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 375.1K | $29.4M | $330.1K | Cut−$276.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 367.7K | $28.8M | $265.9K | Added$5.4M |
| Bear Mountain Capital, Inc. | 333.6K | $28.2M | $1.34M | Added$2.05M |
| CHOREO, LLC | 314.1K | $24.6M | $166.4K | Cut−$699.6K |
| Arvest Bank Trust Division | 313.6K | $24.6M | $276K | Cut−$101.2K |
| FIFTH THIRD BANCORP | 302.9K | $23.7M | $194.9K | Added$6.58M |
| Shakespeare Wealth Management, LLC | 297.5K | $23.3M | $259.6K | Added$461.8K |
| Pure Financial Advisors, LLC | 293.5K | $23M | $254.4K | Added$603.5K |
| Ballentine Partners, LLC | 290.1K | $22.8M | $255.3K | Added$57.9K |
| Citadel | 287.6K | $22.6M | — | New |
| STIFEL FINANCIAL CORP | 250.7K | $19.7M | $219.2K | Added$354.5K |
| Mill Creek Capital Advisors, LLC | 241.8K | $19M | $212.8K | Cut−$1.78M |
| Aspect Partners, LLC | 239.1K | $18.7M | $13.4K | Added$17.6M |
| Bryn Mawr Trust Advisors, LLC | 230.8K | $18.1M | $175.8K | Added$2.6M |
| FSM Wealth Advisors, LLC | 229.2K | $18M | $192.2K | Added$1.04M |
| MISSION WEALTH MANAGEMENT, LP | 228.1K | $17.9M | $197.1K | Added$521.5K |
| IMA Advisory Services, Inc. | 225.3K | $17.7M | $116.4K | Added$7.98M |
| COMMONWEALTH EQUITY SERVICES, LLC | 213.1K | $16.7M | $187.5K | Added$127.3K |
| Savant Capital, LLC | 212.8K | $16.7M | $166.5K | Added$2.02M |
| RAYMOND JAMES FINANCIAL INC | 211K | $16.5M | $179.5K | Added$733.4K |
| TRUIST FINANCIAL CORP | 206.2K | $16.2M | $181.4K | Cut−$947.9K |
| JPMORGAN CHASE & CO | 208.8K | $15.9M | −$302.7K | Cut−$86.6M |
| Envestnet Portfolio Solutions, Inc. | 200.8K | $15.7M | $176.7K | Cut−$6.36K |
| FIRST CITIZENS BANK & TRUST CO | 197.1K | $15.5M | $173.5K | Cut−$154.7K |
| TIAA TRUST, NATIONAL ASSOCIATION | 196.5K | $15.4M | $124.1K | Cut−$1.19B |
| OSAIC HOLDINGS, INC. | 190.7K | $15M | $161.2K | Added$592.6K |
| EXENCIAL WEALTH ADVISORS, LLC | 179.9K | $14.1M | $158.3K | Cut−$11.3K |
| Sequoia Financial Advisors, LLC | 175.4K | $13.8M | $154.4K | Cut−$752.2K |
| Wealth Architects, LLC | 175.1K | $13.7M | $154.1K | Cut−$225K |
| RTD Financial Advisors, Inc. | 170.9K | $13.4M | $150.4K | Added$38.5K |
| Checchi Capital Advisers, LLC | 169.1K | $13.3M | $148.8K | Cut−$1.03M |
| Mariner, LLC | 164K | $12.9M | $139.8K | Added$498.7K |
| CAPTRUST FINANCIAL ADVISORS | 160.2K | $12.6M | $138.8K | Added$329.6K |
| Klingman & Associates, LLC | 156.8K | $12.3M | $138K | Added$67.8K |
| Lido Advisors, LLC | 152.3K | $11.9M | $44K | Added$9.44M |
| Pathstone Holdings, LLC | 152.3K | $11.9M | $134K | Added$61.6K |
| Federation des caisses Desjardins du Quebec | 149K | $11.7M | $3.07K | Added$11.4M |
| ROYAL BANK OF CANADA | 143.4K | $11.2M | $127K | Cut−$580K |
| Alesco Advisors LLC | 143.1K | $11.2M | $125.9K | Cut−$127K |
| Shoker Investment Counsel, Inc. | 142.8K | $11.2M | $124.3K | Added$255.2K |
| Omega Financial Group, LLC | 141.4K | $11.1M | $123.8K | Added$171.7K |
| Brand Asset Management Group, Inc. | 139.7K | $11M | $123K | Cut−$561.2K |
| Curi Capital, LLC | 138.8K | $10.9M | $101.2K | Added$1.97M |
| Cullen/Frost Bankers, Inc. | 135.5K | $10.6M | $119.2K | Cut−$837.5K |
| Sound Stewardship, LLC | 131.9K | $10.3M | $115.5K | Added$166.5K |
| Frontier Asset Management, LLC | 129.9K | $10.2M | $18.4K | Added$8.57M |
| DORVAL Corp | 129.5K | $10.2M | $113.9K | Cut−$341.2K |
| WESCAP Management Group, Inc. | 129K | $10.1M | $113.2K | Added$144.5K |
| AMERIPRISE FINANCIAL INC | 126.3K | $9.9M | $125.2K | Cut−$1.41M |
| Baird Financial Group, Inc. | 122.7K | $9.62M | $104.3K | Added$436.1K |
| M&T Bank Corp | 122.4K | $9.6M | $107.7K | Cut−$328K |
| Charles Schwab Trust Co | 118.9K | $9.32M | $104.5K | Added$116.2K |
| Fonville Wealth Management LLC | 116.2K | $9.12M | $100.1K | Added$297.1K |
| Ifrah Financial Services, Inc. | 114.2K | $8.95M | $100.5K | Cut−$112.4K |
| SACHEM HILL LLC | 111.1K | $8.71M | $97.5K | Cut−$142.3K |
| IFG Advisors, LLC | 105.5K | $8.27M | $88.5K | Added$472.9K |
| Integrated Wealth Concepts LLC | 103.3K | $8.1M | $87.2K | Added$414.2K |
| LTG Capital LLC | 102.3K | $8.02M | $89.1K | Added$165.4K |
| Brooklyn FI, LLC | 102.1K | $8M | $89.8K | Cut−$47.3K |
| Bleakley Financial Group, LLC | 100.3K | $7.87M | $86.8K | Added$218.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 97.3K | $7.69M | −$27.3K | Cut−$1.55M |
| Equitable Holdings, Inc. | 98.3K | $7.62M | $0 | Cut−$307.8K |
| US BANCORP \DE\ | 95.9K | $7.53M | $84.5K | Added$64K |
| Beacon Pointe Advisors, LLC | 95.9K | $7.52M | $84.4K | Cut−$293.5K |
| &PARTNERS | 94.7K | $7.44M | $103.9K | Cut−$56.4K |
| ARVEST INVESTMENTS, INC. | 94.6K | $7.42M | $83.2K | Added$30K |
| Wealthspire Retirement, LLC | 92.2K | $7.23M | $77K | Added$443.5K |
| BANK OF STOCKTON | 89.4K | $7.01M | $78.7K | Cut−$296.3K |
| ENCOMPASS WEALTH ADVISORS, LLC | 89.4K | $7.01M | $77K | Added$228.5K |
| CWM, LLC | 86K | $6.74M | $6.38M | Added$6.74M |
| Sterling Capital Management LLC | 84.1K | $6.6M | $74K | Cut−$594.4K |
| FRANKLIN RESOURCES INC | 83.2K | $6.53M | $70.4K | Added$321.3K |
| Cerity Partners LLC | 83K | $6.51M | $24.9K | Added$4.3M |
| AMERICAN CENTURY COMPANIES INC | 81.5K | $6.39M | $12.1K | Added$5.33M |
| Waverly Advisors, LLC | 77.7K | $6.09M | $68.4K | Cut−$215.3K |
| NorthStar Asset Management LLC /NJ/ | 77.1K | $6.04M | $64K | Added$406.1K |
| BLUELINE ADVISORS LLC | 76.1K | $5.96M | $64.2K | Added$306.8K |
| Renaissance Technologies | 74.5K | $5.84M | $45.4K | Added$1.84M |
| MML INVESTORS SERVICES, LLC | 74K | $5.8M | $65.2K | Cut−$241K |
| Cornerstone Management, Inc. | 72.4K | $5.67M | $61.7K | Added$236.7K |
| My Personal CFO, LLC | 71.2K | $5.58M | $61.4K | Added$165.9K |
| RITHOLTZ WEALTH MANAGEMENT | 71.1K | $5.57M | $62.5K | Cut−$285.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 70.8K | $5.55M | $62.2K | Cut−$51.2K |
| Parkside Financial Bank & Trust | 70.3K | $5.51M | $61.9K | Added$54.7K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 69.3K | $5.44M | $60.5K | Added$109.3K |
| RWA WEALTH PARTNERS, LLC | 68.8K | $5.4M | $60.6K | Cut−$659.8K |
| BANK OF HAWAII | 68.7K | $5.39M | $60.5K | Cut−$128.6K |
| Cascade Financial Partners, LLC | 66.5K | $5.21M | $55.1K | Added$359.2K |
| HARBOR ADVISORY CORP /MA/ | 65.8K | $5.16M | $55.9K | Added$237.5K |
| Allworth Financial LP | 65.8K | $5.16M | $57.9K | Cut−$2.87K |
| One Capital Management, LLC | 65.1K | $5.1M | $45.8K | Added$271.3K |
| HUB Investment Partners, LLC | 64.6K | $5.07M | — | New |
| Composition Wealth, LLC | 64.2K | $5.03M | $56K | Added$223.6K |
| MSH Capital Advisors LLC | 64.2K | $5.03M | $56.1K | Added$90.9K |
| Shore Point Advisors, LLC | 63K | $4.94M | $55.5K | Cut−$4.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 61.5K | $4.82M | $54.1K | Cut−$7.34M |
| Clearwater Capital Advisors, LLC | 60.7K | $4.76M | $53.4K | Cut−$56K |
| SVB WEALTH LLC | 60.4K | $4.73M | $53.1K | Added$41.1K |
| Quent Capital, LLC | 60.1K | $4.71M | $52.9K | Cut−$76.2K |
| Larson Financial Group LLC | 59.5K | $4.67M | $52.4K | Cut−$101K |
| FCA CORP /TX | 59.5K | $4.67M | $52.4K | Cut−$280.3K |
| Investors Research Corp | 59.2K | $4.64M | $52.1K | Cut−$447.3K |
| Washington Trust Bank | 59.1K | $4.63M | $42.9K | Added$850.2K |
| Private Advisor Group, LLC | 58.9K | $4.62M | $51.8K | Cut−$367.4K |
| Professional Financial Advisors, LLC | 58.5K | $4.59M | — | New |
| Heritage Trust Co | 58.3K | $4.57M | $51.3K | Cut−$204.7K |
| Goldstein Advisors, LLC | 56.4K | $4.42M | $49.6K | Cut−$60.8K |
| Cooke Wealth Management, LLC | 55K | $4.31M | −$101.8K | Cut−$116.6K |
| Auto-Owners Insurance Co | 52.3K | $4.1M | $42.9K | Added$42.9K |
| HANCOCK WHITNEY CORP | 48.7K | $4.07M | $294.9K | Added$12.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 50.9K | $3.99M | $40K | Added$470.8K |
| Focus Partners Advisor Solutions, LLC | 50.3K | $3.94M | $44.3K | Cut−$3.21M |
| NBT BANK N A /NY | 50.2K | $3.93M | $47.9K | Added$42.1K |
| Aptus Capital Advisors, LLC | 50.1K | $3.93M | $43.6K | Added$84.3K |
| World Investment Advisors | 50.1K | $3.93M | $44K | Cut−$349.4K |
| Partners in Financial Planning | 49.9K | $3.91M | $43.9K | Added$2.23K |
| MARTIN & CO INC /TN/ | 49.6K | $3.89M | $41.7K | Added$213.8K |
| GLENMEDE TRUST CO NA | 48.1K | $3.77M | $42.3K | Added$43.6K |
| SEI INVESTMENTS CO | 47.9K | $3.75M | $42.1K | Cut−$1.91M |
| Endowment Wealth Management, Inc. | 46.6K | $3.65M | $39.7K | Added$156.1K |
| Waldron Private Wealth LLC | 46.5K | $3.65M | $41K | Cut−$21.3K |
| Richard W. Paul & Associates, LLC | 46.4K | $3.64M | $40.9K | Added$14 |
| IFP Advisors, Inc | 46.2K | $3.63M | $40.2K | Added$82.3K |
| ASPIRIANT, LLC | 46.1K | $3.62M | $40.7K | Cut−$481.7K |
| rebel Financial LLC | 45.2K | $3.54M | $39.7K | Cut−$108.4K |
| Narus Financial Partners, LLC | 43.5K | $3.41M | $37.6K | Added$101.5K |
| Summit Trail Advisors, LLC | 43.5K | $3.41M | $38.3K | Added$38.3K |
| Creekside Partners | 42.5K | $3.33M | $37.4K | Cut−$46.3K |
| PINNACLE ASSOCIATES LTD | 42K | $3.29M | $37K | Cut−$341.3K |
| Independent Advisor Alliance | 42K | $3.29M | $8.48K | Added$2.55M |
| BEAM WEALTH ADVISORS, INC. | 41.6K | $3.26M | $33.7K | Added$289K |
| Advisory Services Network, LLC | 40.5K | $3.18M | $35.6K | Cut−$930.9K |
| James J. Burns & Company, LLC | 40.2K | $3.15M | $34.1K | Added$152.4K |
| Vise Technologies, Inc. | 39.8K | $3.08M | $0 | Held |
| Beacon Harbor Wealth Advisors, Inc. | 39K | $3.05M | $33.5K | Added$101.7K |
| Disciplined Investments, LLC | 38.5K | $3.02M | $33.9K | Cut−$471 |
| Eagle Strategies LLC | 38.1K | $2.99M | $31.7K | Added$196.8K |
| Crewe Advisors LLC | 38.1K | $2.98M | $32.6K | Added$110K |
| Pinnacle Wealth Management Advisory Group, LLC | 37.5K | $2.94M | $33K | Cut−$345.3K |
| NICOLET BANKSHARES INC | 36.9K | $2.93M | $5.94K | Added$2.7M |
| Partnership Wealth Management, LLC | 37.2K | $2.91M | $32.7K | Cut−$83.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 34.7K | $2.87M | $178.5K | Cut−$63.8K |
| Pointe Capital Management LLC | 36.5K | $2.86M | $31.1K | Added$124.1K |
| Abacus Planning Group, Inc. | 36.1K | $2.83M | $31.8K | Cut−$87.7K |
| Foundation Wealth Management, LLC | 36.1K | $2.83M | $21.5K | Added$862K |
| Steward Partners Investment Advisory, LLC | 36K | $2.82M | $25.9K | Added$536.4K |
| Acropolis Investment Management, LLC | 36K | $2.82M | $31.6K | Added$11.6K |
| Avior Wealth Management, LLC | 35.9K | $2.81M | $31.3K | Cut−$56.8K |
| Probity Advisors, Inc. | 34.9K | $2.74M | $29.8K | Added$109.7K |
| Noble Family Wealth, LLC | 34.4K | $2.7M | $30.2K | Added$30.3K |
| Kestra Advisory Services, LLC | 34K | $2.67M | $27.4K | Added$243.4K |
| D.A. DAVIDSON & CO. | 33.9K | $2.66M | $29.8K | Cut−$13.6K |
| PRINCIPAL SECURITIES, INC. | 33.6K | $2.63M | $29.5K | Added$30.7K |
| Nicholas Hoffman & Company, LLC. | 33.4K | $2.62M | $29.4K | Added$23.4K |
| IHT Wealth Management, LLC | 33K | $2.58M | −$64.5K | Cut−$64.2K |
| Sowell Financial Services LLC | 32.5K | $2.55M | $28.4K | Added$47.9K |
| Breakwater Capital Group | 32.4K | $2.54M | $27K | Added$162.2K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 32.2K | $2.52M | $28.3K | Cut−$151.4K |
| NTV Asset Management LLC | 32K | $2.51M | $28.1K | Added$39.8K |
| Foundation Wealth Management, LLC\PA | 31.7K | $2.49M | $27.9K | Cut−$91K |
| Icahn Capital | 31.6K | $2.48M | $17.9K | Added$896K |
| American Financial Advisors, LLC | 31.1K | $2.44M | $27.3K | Cut−$198.8K |
| First Citizens Asset Management, Inc. | 31K | $2.43M | $26.8K | Added$69.1K |
| RESTON WEALTH MANAGEMENT LLC | 30.9K | $2.43M | $27.2K | Cut−$209K |
| Canopy Partners, LLC | 30.9K | $2.42M | $27.2K | Added$27.2K |
| BIP Wealth, LLC | 30.6K | $2.4M | $27K | Cut−$252.2K |
| Prosperity Planning, Inc. | 30.5K | $2.39M | $26.8K | Cut−$43.3K |
| Elmwood Wealth Management, Inc. | 30.3K | $2.38M | $26.7K | Cut−$26.7K |
| Sincerus Advisory, LLC | 30.2K | $2.37M | $26K | Added$69.4K |
| Coyle Financial Counsel LLC | 30K | $2.36M | $26.4K | Added$17.5K |
| VANCE WEALTH, LLC | 29.4K | $2.31M | $25.9K | Cut−$62.3K |
| Wescott Financial Advisory Group, LLC | 29K | $2.27M | $24K | Added$160.6K |
| Kingsview Wealth Management, LLC | 28.7K | $2.25M | $21.7K | Added$345.8K |
| Concurrent Investment Advisors, LLC | 28.5K | $2.24M | $25.1K | Cut−$83.5K |
| SIMON QUICK ADVISORS, LLC | 28.3K | $2.22M | $24.3K | Added$77K |
| FIRST AMERICAN TRUST, FSB | 27.7K | $2.17M | $23.3K | Added$117.3K |
| CITIZENS FINANCIAL GROUP INC/RI | 27.6K | $2.16M | $24.3K | Cut−$52.3K |
| Argent Trust Co | 27.3K | $2.14M | $17.3K | Added$616.2K |
| DAVENPORT & Co LLC | 27.2K | $2.13M | $23.9K | Cut−$22.9K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 27K | $2.11M | $23.7K | Added$3.8K |
| Farther Finance Advisors, LLC | 26.5K | $2.11M | $53.4K | Added$183.2K |
| Regal Investment Advisors LLC | 26.8K | $2.1M | $22.1K | Added$155.8K |
| STOCK YARDS BANK & TRUST CO | 26.8K | $2.1M | $23.6K | Cut−$554 |
| AIRE ADVISORS, LLC | 26.7K | $2.09M | $23.5K | Added$21.7K |
| Merit Financial Group, LLC | 26.1K | $2.05M | $15.3K | Added$696.5K |
| ATLAS CAPITAL ADVISORS INC. | 26K | $2.04M | $22.9K | Added$18.5K |
| BLAIR WILLIAM & CO/IL | 25.9K | $2.03M | $21.9K | Added$95.8K |
| Cresset Asset Management, LLC | 24.8K | $1.95M | $21.8K | Added$13.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24.6K | $1.93M | $18.6K | Added$291.3K |
| Rialto Wealth Management, LLC | 24.2K | $1.9M | $21.3K | Cut−$638.5K |
| CI INVESTMENTS INC. | 23.5K | $1.84M | $20.7K | Added$20.7K |
| Summit Financial, LLC | 23.3K | $1.82M | $19K | Added$154.1K |
| Strategic Family Wealth Counselors, L.L.C. | 23K | $1.81M | −$33.6K | Cut−$99.7K |
| TRB Wealth Management, LLC | 23K | $1.81M | — | Held |
| Fifth Third Wealth Advisors LLC | 23K | $1.8M | $19.2K | Added$109.1K |
| RPg Family Wealth Advisory, LLC | 22.6K | $1.77M | $18.2K | Added$171.6K |
| Risk Paradigm Group, LLC | 22.5K | $1.76M | $19.1K | Added$77.3K |
| Compound Planning, Inc. | 21.2K | $1.66M | $10.8K | Added$710K |
| Midwest Trust Co | 21.1K | $1.65M | $18.5K | Added$20.1K |
| Evanson Asset Management, LLC | 21K | $1.65M | $18.4K | Added$24.3K |
| Trust Co of the South | 21K | $1.65M | $18.5K | Added$18.5K |
| Laird Norton Wetherby Trust Company, LLC | 20.2K | $1.59M | $17.8K | Cut−$63.8K |
| Great Point Wealth Advisors, LLC | 20K | $1.57M | $17.6K | Added$17.6K |
| Perigon Wealth Management, LLC | 19.9K | $1.56M | $16.6K | Added$98.9K |
| Geneos Wealth Management Inc. | 19.8K | $1.56M | $14.5K | Added$274.2K |
| Rockefeller Capital Management L.P. | 19.8K | $1.55M | $17.4K | Cut−$228.6K |
| MORRIS FINANCIAL CONCEPTS, INC. | 19.7K | $1.54M | $17.4K | Cut−$158.4K |
| Intergy Private Wealth, LLC | 19.7K | $1.54M | $17.3K | Added$17.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19.6K | $1.54M | $17.3K | Cut−$32.7K |
| CARDIFF PARK ADVISORS, LLC | 19.6K | $1.53M | $17.2K | Added$17.2K |
| Lee Financial Co | 19.2K | $1.51M | $16.9K | Cut−$11.4K |
| Hudson Portfolio Management LLC | 19.1K | $1.49M | $16.8K | Added$16.8K |
Who left
- NewEdge Advisors, LLC$9.5M
- BRIGHTON JONES LLC$9.14M
- GenTrust, LLC$1.23M
- DRW Securities, LLC$1.19M
- J.W. COLE ADVISORS, INC.$1.02M
- VICTORY FINANCIAL GROUP, LLC$953.9K
- Quadrature Capital Ltd$845.2K
- AXXCESS WEALTH MANAGEMENT, LLC$352.8K
- Archer Investment Management, LLC$258K
- Beaumont Financial Advisors, LLC$244.8K
- Ellis Investment Partners, LLC$239.2K
- McElhenny Sheffield Capital Management, LLC$229.1K
- SAPIENT CAPITAL LLC$221.9K
- First National Advisers, LLC$217.1K
- Argent Advisors, Inc.$206.6K
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.