Stock
Reported value
$4.47B
Holders
598
+65 new · −37 exited
Holders’ est. mark
$283.9M
Price effect on 237 books still in the name
Largest holder
$608.5M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $13.8M
- Fidelity0.0% · $3.46M
- Icahn Capital0.0% · $508.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 14.3M | $608.5M | $41.3M | Added$84M |
| MORGAN STANLEY | 8.97M | $381.6M | $23.3M | Added$86.3M |
| WELLS FARGO & COMPANY/MN | 5.32M | $226.5M | $13.9M | Added$50.1M |
| ENVESTNET ASSET MANAGEMENT INC | 4.44M | $189M | $12.4M | Added$31.7M |
| AMERIPRISE FINANCIAL INC | 4.06M | $173.2M | $12.4M | Added$13.6M |
| MERCER GLOBAL ADVISORS INC /ADV | 3.87M | $164.9M | $11.8M | Added$15.2M |
| UBS Group AG | 3.73M | $158.5M | $9.09M | Added$43.3M |
| LPL Financial LLC | 3.33M | $141.9M | $8.71M | Added$31.4M |
| Bank of New York Mellon Corp | 2.87M | $122.2M | $8.25M | Added$17.5M |
| ROYAL BANK OF CANADA | 2.45M | $104.4M | $6.73M | Added$19M |
| US BANCORP \DE\ | 2.12M | $90.4M | $6.37M | Added$9.61M |
| RAYMOND JAMES FINANCIAL INC | 1.74M | $74.2M | $5.05M | Added$10.2M |
| Cetera Investment Advisers | 1.45M | $61.9M | $4.13M | Added$9.41M |
| HighTower Advisors, LLC | 1.39M | $59.2M | $4.29M | Added$4.76M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.23M | $52.4M | $3.83M | Added$3.83M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2M | $51M | $3.5M | Added$6.61M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.14M | $48.5M | $3.15M | Added$8.51M |
| JPMORGAN CHASE & CO | 1.11M | $46.1M | $2.1M | Added$4.3M |
| SCOTIA CAPITAL INC. | 1.05M | $44.7M | $3.26M | Added$3.38M |
| ALLIANCEBERNSTEIN L.P. | 1.11M | $43.9M | $1 | Added$2.19M |
| STIFEL FINANCIAL CORP | 989.6K | $42.1M | $2.91M | Added$5.24M |
| Focus Partners Wealth | 933.7K | $39.7M | $2.6M | Added$6.71M |
| GDS Wealth Management | 932.5K | $39.7M | $2.77M | Added$4.5M |
| Orion Porfolio Solutions, LLC | 841.3K | $35.8M | $2.62M | Added$739.5K |
| One Capital Management, LLC | 828.9K | $35.3M | $931.9K | Added$23.5M |
| Mariner, LLC | 809.3K | $34.4M | $2.32M | Added$5.06M |
| Arkadios Wealth Advisors | 807.2K | $34.4M | $2.36M | Added$4.47M |
| GHP Investment Advisors, Inc. | 759.9K | $32.3M | $2.35M | Added$2.53M |
| JANE STREET GROUP, LLC | 739.4K | $31.5M | $58.7K | Added$30.7M |
| PNC Financial Services Group, Inc. | 685.9K | $29.2M | $1.92M | Added$4.79M |
| REGIONS FINANCIAL CORP | 631K | $26.9M | $1.96M | Added$53.4K |
| OSAIC HOLDINGS, INC. | 625.8K | $26.6M | $1.79M | Added$3.89M |
| ASSETMARK, INC | 612.3K | $26.1M | $1.9M | Added$1.29M |
| Berkshire Money Management, Inc. | 527.4K | $22.4M | — | New |
| SECURIAN ASSET MANAGEMENT, INC | 500K | $21.3M | $1.55M | Added$1.55M |
| JONES FINANCIAL COMPANIES LLLP | 497K | $20.5M | $464.5K | Added$9.69M |
| Parallel Advisors, LLC | 476.2K | $20.3M | $1.48M | Cut−$1.4M |
| TD PRIVATE CLIENT WEALTH LLC | 473.9K | $20.2M | $1.43M | Added$2.01M |
| &PARTNERS | 468.5K | $20M | $831.2K | Added$9.64M |
| AdvisorNet Financial, Inc | 419.1K | $17.8M | $1.3M | Added$1.16M |
| CWM, LLC | 405.7K | $17.3M | $14.1M | Added$17.3M |
| Rockefeller Capital Management L.P. | 391.6K | $16.7M | $984.8K | Added$4.17M |
| Mirae Asset Global Investments Co., Ltd. | 386.3K | $16.4M | $373.2K | Added$11.7M |
| Baird Financial Group, Inc. | 384.8K | $16.4M | $1.17M | Added$1.59M |
| Destination Wealth Management | 374K | $15.9M | $1.16M | Added$660.7K |
| HUNTINGTON NATIONAL BANK | 368.9K | $15.7M | $1.15M | Added$125.1K |
| Eagle Bluffs Wealth Management LLC | 365.5K | $15.6M | $1.09M | Added$1.76M |
| Sigma Planning Corp | 364.8K | $15.5M | $1.13M | Added$262.7K |
| Meeder Advisory Services, Inc. | 344.6K | $14.7M | $1M | Added$1.94M |
| NATIONAL BANK OF CANADA /FI/ | 329.1K | $14M | $1.02M | Added$1.13M |
| Chicago Wealth Management, Inc. | 325.4K | $13.8M | $877.2K | Added$2.72M |
| Citadel | 324.4K | $13.8M | $31.9K | Added$13.4M |
| Kestra Advisory Services, LLC | 317.8K | $13.5M | $988.5K | Cut−$602.6K |
| TRUIST FINANCIAL CORP | 311K | $13.2M | $726.3K | Added$4.02M |
| FIFTH THIRD BANCORP | 310.9K | $13.2M | $1.35K | Added$13.2M |
| Disciplined Investors, L.L.C. | 303.4K | $12.9M | $832.4K | Added$2.35M |
| Farther Finance Advisors, LLC | 302K | $12.9M | $265.8K | Added$9.59M |
| Bangor Savings Bank | 299.6K | $12.8M | $931.8K | Cut−$121.5K |
| Linscomb Wealth, Inc. | 299.1K | $12.7M | $930.4K | Cut−$760.3K |
| Equitable Holdings, Inc. | 309.6K | $12.4M | $121.7K | Added$3.31M |
| Hennion & Walsh Asset Management, Inc. | 289.6K | $12.3M | $885.8K | Added$1.09M |
| Steward Partners Investment Advisory, LLC | 287.3K | $12.2M | $813.9K | Added$1.9M |
| Lido Advisors, LLC | 285.2K | $12.1M | $354.9K | Added$9.36M |
| COWA, LLC | 277.7K | $11.8M | $851K | Added$1.03M |
| Johnson & White Wealth Management, LLC | 273.4K | $11.6M | $829.9K | Added$1.11M |
| Ocean Park Asset Management, LLC | 267.1K | $11.4M | $22.3K | Added$11.1M |
| FRANKLIN RESOURCES INC | 250.4K | $10.7M | $595.7K | Added$3.1M |
| Capital Advisors Wealth Management, LLC | 243.4K | $10.4M | $712.4K | Added$1.32M |
| Outlook Wealth Advisors, LLC | 234.7K | $9.99M | $464.7K | Added$4.06M |
| Pinnacle Financial Partners, Inc. | 224.6K | $9.56M | $413.7K | Added$4.31M |
| GOLDMAN SACHS GROUP INC | 216.2K | $9.2M | $495.7K | Added$2.91M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 214.8K | $9.14M | $141.6K | Added$7.35M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 211.7K | $9.05M | $594.6K | Added$818.7K |
| URS Advisory LLC | 200.2K | $8.52M | $554.9K | Added$1.48M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 198K | $8.43M | — | New |
| FORTE ASSET MANAGEMENT LLC | 193.1K | $8.22M | $599.2K | Added$616.1K |
| D.A. DAVIDSON & CO. | 191.2K | $8.14M | $586.2K | Added$700.5K |
| ANGELES WEALTH MANAGEMENT, LLC | 182K | $7.75M | $566K | Added$566K |
| Enclave Advisors LLC | 176.9K | $7.53M | $439.7K | Added$1.95M |
| Mutual Advisors, LLC | 176.2K | $7.5M | $215.5K | Added$4.77M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 171.9K | $7.32M | — | New |
| STRATEGY ASSET MANAGERS LLC | 171.3K | $7.29M | $76.4K | Added$6.32M |
| San Luis Wealth Advisors LLC | 170K | $7.23M | — | New |
| Kovitz Investment Group Partners, LLC | 168.4K | $7.17M | $523.6K | Cut−$2.82M |
| Creative Planning | 156.8K | $6.67M | $479.9K | Added$585.3K |
| Wealth Management Associates, Inc. | 147.3K | $6.27M | $453.9K | Added$509.7K |
| Heartwood Wealth Advisors LLC | 146.6K | $6.24M | $455.8K | Cut−$632.4K |
| Beacon Pointe Advisors, LLC | 139.6K | $5.94M | $213.4K | Added$3.24M |
| BLAIR WILLIAM & CO/IL | 137.8K | $5.87M | $426.8K | Added$452.5K |
| Wilmington Savings Fund Society, FSB | 135.1K | $5.75M | $420.1K | Added$166.2K |
| Sterling Wealth Advisors Inc | 129.1K | $5.71M | $618.5K | Added$339.6K |
| NWF Advisory Services Inc. | 133K | $5.66M | $395.6K | Added$642.6K |
| Prota Financial, LLC | 131.6K | $5.6M | $409.3K | Added$91.4K |
| CITIGROUP INC | 128.6K | $5.48M | — | New |
| MML INVESTORS SERVICES, LLC | 124.9K | $5.31M | $384.3K | Added$440.4K |
| CAPTRUST FINANCIAL ADVISORS | 124.2K | $5.28M | $365.5K | Added$575.4K |
| TD Waterhouse Canada Inc. | 122K | $5.2M | $381.8K | Added$430.5K |
| ARVEST INVESTMENTS, INC. | 119.9K | $5.1M | $287.2K | Added$1.46M |
| Fortitude Family Office, LLC | 119.3K | $5.08M | $370.9K | Added$370.9K |
| World Investment Advisors | 111.7K | $4.76M | $347.5K | Added$343.2K |
| Operose Advisors LLC | 110.3K | $4.69M | $343K | Cut−$338.1K |
| Winthrop Partners - WNY, LLC | 109K | $4.64M | $339K | Added$314.3K |
| Snowden Capital Advisors LLC | 108.1K | $4.6M | $308K | Added$692.6K |
| BFI Infinity Ltd. | 107.4K | $4.57M | $309.6K | Added$642.9K |
| Access Investment Management LLC | 106.9K | $4.55M | $634.4K | Added$691.2K |
| BANK OF MONTREAL /CAN/ | 105.3K | $4.48M | $327.6K | Cut−$7.56M |
| OPPENHEIMER & CO INC | 105.1K | $4.47M | $294.3K | Added$737.8K |
| MACKENZIE FINANCIAL CORP | 100.3K | $4.27M | $300.7K | Added$272.6K |
| Crescent Grove Advisors, LLC | 98.9K | $4.21M | $289.6K | Added$533.8K |
| Thrive Capital Management, LLC | 97.4K | $4.15M | $302.9K | Added$65K |
| Integrated Wealth Concepts LLC | 96.9K | $4.12M | $157.1K | Added$2.13M |
| Gallagher Capital Advisors, LLC | 96.3K | $4.1M | $179K | Added$1.83M |
| Golden State Wealth Management, LLC | 95.9K | $4.08M | $298.1K | Added$213.8K |
| Private Advisor Group, LLC | 94.9K | $4.04M | $245.2K | Added$929K |
| NewEdge Wealth, LLC | 94.8K | $4.03M | $294.8K | Added$247.1K |
| Argent Advisors, Inc. | 94.5K | $4.02M | $282.4K | Added$439.6K |
| FIRST AMERICAN TRUST, FSB | 94.5K | $4.02M | $245.1K | Added$911.6K |
| Focus Partners Advisor Solutions, LLC | 92.7K | $3.95M | $287K | Added$305.3K |
| HARBOUR INVESTMENTS, INC. | 91.1K | $3.88M | $169.6K | Added$1.73M |
| Brady Martz Wealth Solutions, LLC | 89.4K | $3.81M | $276.7K | Added$295K |
| American Money Management, LLC | 88.2K | $3.75M | $274.3K | Added$106.4K |
| HANCOCK WHITNEY CORP | 78.2K | $3.47M | $333.8K | Added$793.4K |
| Fidelity | 81.3K | $3.46M | $174.6K | Added$1.24M |
| Cascade Financial Partners, LLC | 80.8K | $3.44M | $200.5K | Added$896.4K |
| COMMERCE BANK | 79.2K | $3.37M | $242.8K | Added$292.6K |
| Ashton Thomas Private Wealth, LLC | 78.6K | $3.34M | $200.2K | Added$805K |
| NAN FUNG TRINITY (HK) LTD | 77.8K | $3.31M | $166.4K | Added$1.2M |
| BANK OF HAWAII | 77.5K | $3.3M | $200.7K | Added$750.7K |
| Integras Partners LLC | 77.4K | $3.3M | $240.8K | Cut−$36.5K |
| Sterling Financial Planning, Inc. | 75.4K | $3.21M | $234.5K | Added$21.2K |
| MARINO, STRAM & ASSOCIATES LLC | 74.9K | $3.19M | $108.7K | Added$1.81M |
| EVERMAY WEALTH MANAGEMENT LLC | 73.7K | $3.14M | $229.3K | Cut−$431.8K |
| Advisory Services Network, LLC | 73.5K | $3.13M | $141K | Added$1.34M |
| Sovran Advisors, LLC | 69.5K | $3.09M | $280.8K | Cut−$72.3K |
| SAXON INTERESTS, INC. | 72.4K | $3.08M | $225K | Cut−$18.3K |
| Cerity Partners LLC | 71.4K | $3.04M | $222K | Added$215.4K |
| Sanctuary Advisors, LLC | 68.9K | $2.93M | $184.9K | Added$586.1K |
| PATTEN & PATTEN INC/TN | 68.5K | $2.92M | $77.7K | Added$1.93M |
| Waverly Advisors, LLC | 68.4K | $2.91M | $212.8K | Added$184.8K |
| Simplicity Wealth,LLC | 68.2K | $2.9M | $190.1K | Added$489.4K |
| STEPHENS INC /AR/ | 66.7K | $2.84M | $186K | Added$480K |
| Wealth Advisory Solutions, LLC | 62.9K | $2.68M | $195.8K | Added$158.7K |
| 180 WEALTH ADVISORS, LLC | 62.7K | $2.67M | $191.2K | Added$241.2K |
| Proficio Capital Partners LLC | 61.8K | $2.63M | $106.8K | Added$1.27M |
| bLong Financial, LLC | 61.6K | $2.62M | $191.6K | Added$84.6K |
| Financial Perspectives, Inc | 61.5K | $2.62M | $188.2K | Added$230.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 60.7K | $2.58M | $185.7K | Added$226.2K |
| Balentine LLC | 60.1K | $2.56M | $186.6K | Added$190.5K |
| TRUSTMARK BANK TRUST DEPARTMENT | 59.7K | $2.54M | $172.4K | Added$355.3K |
| Argyle Capital Partners, LLC | 59.5K | $2.53M | $178.5K | Added$266.5K |
| Kingsview Wealth Management, LLC | 59K | $2.51M | $181.4K | Added$212K |
| Manske Wealth Management | 57.8K | $2.46M | $179.5K | Added$183.3K |
| Element Wealth, LLC | 56K | $2.38M | $83K | Added$1.33M |
| Gotham Asset Management, LLC | 56K | $2.38M | $129K | Added$745.9K |
| IFP Advisors, Inc | 55.9K | $2.38M | $161.3K | Added$334.3K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 55.8K | $2.38M | $173.6K | Added$72.4K |
| Astoria Portfolio Advisors LLC. | 54K | $2.36M | −$22.2K | Added$476.8K |
| Fifth Third Wealth Advisors LLC | 55.1K | $2.35M | $129.9K | Added$697.6K |
| Sound Stewardship, LLC | 55K | $2.34M | $171.1K | Added$99K |
| Cooper Financial Group | 54.8K | $2.33M | — | New |
| Avantax Planning Partners, Inc. | 54.6K | $2.32M | $169.8K | Added$138.2K |
| Trajan Wealth LLC | 54K | $2.3M | $168.1K | Added$100.3K |
| Park Edge Advisors, LLC | 53.9K | $2.3M | $148.8K | Added$408.6K |
| OneAscent Financial Services LLC | 53.2K | $2.26M | $165.3K | Added$138K |
| Midwest Trust Co | 53.1K | $2.26M | $157.2K | Added$267.6K |
| Pathfinder Wealth Consulting, Inc. | 51.8K | $2.21M | $161.2K | Cut−$17.4K |
| Cornell Pochily Investment Advisors, Inc. | 50.4K | $2.15M | $124.9K | Added$561.5K |
| Navis Wealth Advisors, LLC | 50.3K | $2.14M | $128.2K | Added$515.1K |
| FINANCIAL ADVISORY PARTNERS, LLC | 49.9K | $2.12M | $149.3K | Added$228.5K |
| Cornerstone Wealth Group, LLC | 47.5K | $2.07M | $90.7K | Added$1.22M |
| Regal Investment Advisors LLC | 48.5K | $2.07M | $92.6K | Added$891K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 47.7K | $2.03M | $148.5K | Added$82.7K |
| Alteri Wealth LLC | 47.6K | $2.03M | $135K | Added$314.8K |
| MAI Capital Management | 47.6K | $2.03M | $141.7K | Added$229.4K |
| OpenArc Corporate Advisory, LLC | 47.2K | $2.01M | $38.8K | Added$1.52M |
| Bluesphere Advisors LLC | 47K | $2M | $90.9K | Added$845.6K |
| Ellis Investment Partners, LLC | 46.7K | $1.99M | $138.9K | Added$223.1K |
| Mission Creek Capital Partners, Inc. | 44.8K | $1.91M | $139.4K | Cut−$24.5K |
| Petix & Botte Co | 44.6K | $1.9M | $138.7K | Added$138.7K |
| Prospera Financial Services Inc | 44.2K | $1.88M | $98.1K | Added$637.4K |
| Aptus Capital Advisors, LLC | 44.1K | $1.88M | $137.2K | Added$137.2K |
| Gerald Baker Financial Group LLC | 43.9K | $1.87M | — | Held |
| Concord Wealth Partners | 43.6K | $1.85M | $129.1K | Added$216.2K |
| JNBA Financial Advisors | 42.8K | $1.82M | $133.2K | Cut−$102.3K |
| Newbridge Financial Services Group, Inc. | 42.7K | $1.82M | $132.7K | Cut−$16.8K |
| HSBC HOLDINGS PLC | 42.3K | $1.8M | $98.8K | Added$546.9K |
| BlueStem Wealth Partners, LLC | 42K | $1.79M | $85.4K | Added$702.5K |
| Quantum Portfolio Management LLC | 40.4K | $1.72M | — | New |
| First Commonwealth Financial Corp /PA/ | 40.3K | $1.72M | $125.4K | Added$123.9K |
| Ignite Planners, LLC | 40.3K | $1.72M | $31.7K | Added$122.1K |
| MGO ONE SEVEN LLC | 40.1K | $1.71M | $124.5K | Added$127.9K |
| Avidian Wealth Enterprises, LLC | 40.1K | $1.71M | — | New |
| WHITTIER TRUST CO OF NEVADA INC | 37.1K | $1.6M | $118.1K | Added$118.1K |
| Spectrum Planning & Advisory Services Inc. | 37.4K | $1.59M | $99.6K | Added$328.6K |
| Sunflower Bank, N.A. | 37.2K | $1.59M | $115.8K | Added$63.1K |
| Fragasso Financial Advisors Inc | 36.6K | $1.58M | $132.4K | Cut−$53.5K |
| Rothschild Wealth LLC | 36.2K | $1.54M | $107.9K | Added$171.3K |
| PANORAMIC INVESTMENT ADVISORS, LLC | 36K | $1.53M | $112K | Added$113K |
| MONETARY MANAGEMENT GROUP INC | 36K | $1.53M | $112K | Added$112K |
| Composition Wealth, LLC | 35.9K | $1.53M | $111.5K | Added$89.7K |
| Bryn Mawr Trust Advisors, LLC | 35.7K | $1.52M | $101.3K | Added$236.4K |
| EverSource Wealth Advisors, LLC | 35.6K | $1.51M | $110.6K | Added$110.5K |
| Investment Research Partners LLC | 35.5K | $1.51M | $110.4K | Added$102.4K |
| MOTCO | 34.8K | $1.48M | $108.2K | Cut−$152K |
| INVESTED ADVISORS | 34.6K | $1.47M | $107.8K | Added$96.3K |
| Savant Capital, LLC | 34.6K | $1.47M | $107.5K | Added$109.7K |
| CreativeOne Wealth, LLC | 34.6K | $1.47M | $106.1K | Added$127K |
| Axis Wealth Partners, LLC | 34.4K | $1.46M | $107K | Added$102.5K |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 33.9K | $1.44M | $105.6K | Added$91.1K |
| RFG Advisory, LLC | 33.2K | $1.41M | $99.2K | Added$154.2K |
| Financial Engines Advisors L.L.C. | 32.7K | $1.39M | $101.8K | Cut−$182.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 31.7K | $1.35M | $98K | Added$107.2K |
| VICUS CAPITAL | 31.6K | $1.34M | $96.2K | Added$124.4K |
| PKS Advisory Services, LLC | 31.6K | $1.34M | $89.2K | Added$212.7K |
| COLLECTIVE FAMILY OFFICE LLC | 31.4K | $1.34M | $97.7K | Added$93.8K |
| Inman Jager Wealth Management, LLC | 30.7K | $1.31M | $95.6K | Added$55.6K |
| VICTORY FINANCIAL GROUP, LLC | 30.3K | $1.29M | $76.9K | Added$315.6K |
| Castle Rock Wealth Management, LLC | 30.2K | $1.29M | — | New |
| Sagace Wealth Management LLC | 30.3K | $1.29M | — | New |
| DAVENPORT & Co LLC | 30.2K | $1.29M | $90K | Added$145.1K |
| Atlantic Union Bankshares Corp | 29.2K | $1.24M | $90.9K | Added$90.9K |
| Capital Wealth Alliance, LLC | 29K | $1.23M | −$20.8K | Cut−$190.5K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 28.9K | $1.23M | $89K | Added$101.3K |
| Concurrent Investment Advisors, LLC | 28.8K | $1.23M | $74.6K | Added$281.6K |
| Corient Private Wealth LLC | 28.7K | $1.21M | $78.7K | Added$134K |
| KINTRA WEALTH, LLC | 28.3K | $1.21M | — | New |
| Peregrine Asset Advisers, Inc. | 28.2K | $1.2M | $84.6K | Added$125K |
| WESPAC Advisors, LLC | 28.1K | $1.2M | $87.5K | Cut−$207.2K |
| Robertson Stephens Wealth Management, LLC | 27.9K | $1.19M | $85K | Added$110.5K |
| American Capital Advisory, LLC | 27.8K | $1.18M | $86.6K | Added$81.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | 27.8K | $1.18M | $78.9K | Added$183.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 27.7K | $1.18M | $75.2K | Added$225K |
| Yukon Wealth Management, Inc. | 27.6K | $1.17M | −$8.41K | Added$81.4K |
| Creekside Partners | 27.2K | $1.16M | $69.9K | Added$271.6K |
| Curbstone Financial Management Corp | 27K | $1.15M | $70K | Added$261.5K |
| Clearstead Advisors, LLC | 26.8K | $1.14M | $79.5K | Added$133.8K |
| Sowell Financial Services LLC | 26K | $1.11M | $80.6K | Added$85.4K |
| Vise Technologies, Inc. | 27.3K | $1.08M | $0 | Held |
| Godfrey Financial Associates, Inc. | 25.2K | $1.07M | $104.4K | Added$144.6K |
| Oxinas Partners, LLC | 24.8K | $1.06M | $75.4K | Added$99K |
| Prime Capital Investment Advisors, LLC | 24.7K | $1.05M | $77K | Added$32.5K |
| Atria Investments, Inc | 24.5K | $1.04M | $76.2K | Cut−$4K |
| PSI Advisors, LLC | 24.2K | $1.03M | $42.7K | Added$488.8K |
| CAHILL FINANCIAL ADVISORS INC | 24.2K | $1.03M | $67.1K | Added$177.8K |
| CIBC WORLD MARKET INC. | 24.1K | $1.03M | $39.7K | Added$523.2K |
| NTV Asset Management LLC | 24.1K | $1.02M | $74.8K | Added$65.9K |
| BENJAMIN EDWARDS INC | 23.9K | $1.02M | $50.3K | Added$380K |
| PARK NATIONAL CORP /OH/ | 23.8K | $1.01M | — | New |
| BEAM WEALTH ADVISORS, INC. | 23.6K | $1M | $48.7K | Added$385.4K |
| WealthTrust Axiom LLC | 23.2K | $987.6K | $72.2K | Added$67K |
Who left
- BAROMETER CAPITAL MANAGEMENT INC.$12.8M
- NewEdge Advisors, LLC$8.5M
- J.W. COLE ADVISORS, INC.$5.22M
- VIEWPOINT INVESTMENT PARTNERS CORP$4.46M
- TFB Advisors LLC$1.85M
- Quadrature Capital Ltd$1.66M
- St. Louis Financial Planners Asset Management, LLC$1.17M
- Diversify Advisory Services, LLC$531.4K
- Fisher Asset Management, LLC$522.1K
- Modera Wealth Management, LLC$396.6K
- MorganRosel Wealth Management, LLC$358.3K
- Renaissance Technologies$347.2K
- LIBERTY WEALTH MANAGEMENT LLC$296.8K
- Madrona Financial Services, LLC$271.1K
- IFG Advisory, LLC$267.5K
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.