Stock
Reported value
$3.24B
Holders
278
+25 new · −28 exited
Holders’ est. mark
−$23.5M
Price effect on 226 books still in the name
Largest holder
$292.8M
EASTERN BANK
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $13.8M
- Renaissance Technologies0.0% · $917.4K
- Fidelity0.0% · $98.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| EASTERN BANK | 2.74M | $292.8M | −$1.65M | Added$27.7M |
| Choate Investment Advisors | 2.21M | $235.2M | −$1.41M | Added$10.1M |
| STIFEL FINANCIAL CORP | 1.79M | $190.5M | −$1.2M | Cut−$46.7M |
| BANK OF AMERICA CORP /DE/ | 1.36M | $144.7M | −$866.4K | Added$5.92M |
| CIBC Bancorp USA Inc. | 1.33M | $142.1M | — | Held |
| Midwest Trust Co | 1.26M | $134.6M | −$790.7K | Added$7.91M |
| ENVESTNET ASSET MANAGEMENT INC | 1.12M | $119.8M | −$733.5K | Added$2.24M |
| FIFTH THIRD BANCORP | 1.05M | $112.5M | −$661K | Added$6.62M |
| KEYBANK NATIONAL ASSOCIATION/OH | 946.2K | $100.9M | −$634K | Cut−$6.98M |
| GERMAN AMERICAN BANCORP, INC. | 886.4K | $94.6M | −$572.5K | Added$2.82M |
| PNC Financial Services Group, Inc. | 705K | $75.2M | −$472.4K | Cut−$2.96M |
| Bank of New York Mellon Corp | 657K | $70.1M | −$416.6K | Added$3.33M |
| UMB Bank, n.a. | 613.1K | $65.4M | −$410.8K | Cut−$6.62M |
| Pinnacle Financial Partners, Inc. | 612.1K | $65.3M | −$389.3K | Added$2.93M |
| JPMORGAN CHASE & CO | 512.2K | $54.5M | −$418.7K | Added$1.98M |
| D L CARLSON INVESTMENT GROUP INC | 508.1K | $54.2M | −$312.6K | Added$4.1M |
| TCV Trust & Wealth Management, Inc. | 462.6K | $49.3M | −$299.3K | Added$1.39M |
| BlackRock, Inc. | 399.6K | $42.6M | −$267.8K | Cut−$2.25M |
| HOWE & RUSLING INC | 394.7K | $42.1M | −$250.4K | Added$1.98M |
| DT Investment Partners, LLC | 392.1K | $41.8M | −$262.4K | Cut−$224.6K |
| OARSMAN CAPITAL, INC. | 286.7K | $30.6M | −$156.5K | Added$5.52M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 286.5K | $30.6M | −$191.9K | Cut−$191.9K |
| SOUTHERN MICHIGAN BANK & TRUST | 281.4K | $30M | — | Held |
| US BANCORP \DE\ | 279.9K | $29.9M | −$187.6K | Cut−$6.62M |
| ASSETMARK, INC | 278.3K | $29.7M | −$186.5K | Cut−$371.5K |
| MORGAN STANLEY | 274K | $29.2M | −$183.5K | Cut−$17.5M |
| Strategic Financial Services, Inc. | 271.8K | $29M | −$190.3K | Cut−$419K |
| WELLS FARGO & COMPANY/MN | 263.9K | $28.1M | −$176.9K | Cut−$8.1M |
| ROYAL BANK OF CANADA | 257K | $27.4M | −$165.8K | Added$619K |
| Alaska Permanent Capital Management, LLC | 256.7K | $27.4M | −$159.5K | Added$656.3K |
| Allianz Asset Management GmbH | 255K | $27.2M | −$170.8K | Cut−$168K |
| DAVENPORT & Co LLC | 237.9K | $25.4M | −$156.1K | Added$513K |
| MERIDIAN MANAGEMENT CO | 230.1K | $24.5M | −$151.4K | Added$288K |
| FIRST NATIONAL BANK OF OMAHA | 227.5K | $24.2M | −$205.9K | Added$877.9K |
| AMERIPRISE FINANCIAL INC | 220.1K | $23.5M | −$41.9K | Added$16.5M |
| Cetera Investment Advisers | 219.3K | $23.4M | −$139.5K | Added$1.03M |
| LPL Financial LLC | 208.6K | $22.3M | −$139.8K | Cut−$662.1K |
| CAPTRUST FINANCIAL ADVISORS | 188.8K | $20.1M | −$107.7K | Added$2.88M |
| FIRST CITIZENS BANK & TRUST CO | 169.5K | $18.1M | −$109.2K | Added$579.4K |
| WASHINGTON TRUST Co | 167.4K | $17.9M | −$108.2K | Added$520.3K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 161.3K | $17.2M | −$108K | Cut−$338.1K |
| Envestnet Portfolio Solutions, Inc. | 159.4K | $17M | −$104.3K | Added$294.4K |
| WEBSTER BANK, N. A. | 152.5K | $16.3M | −$102.2K | Cut−$102.2K |
| Koss-Olinger Consulting, LLC | 151.1K | $16.1M | −$101.2K | Cut−$12.8M |
| Composition Wealth, LLC | 147.8K | $15.8M | −$93K | Added$858.3K |
| M&T Bank Corp | 144K | $15.4M | −$96.8K | Cut−$2.13M |
| BOKF, NA | 139.3K | $14.9M | −$93.3K | Cut−$93.3K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 138.7K | $14.8M | −$91.7K | Added$97.7K |
| Citadel | 129.4K | $13.8M | −$25.3K | Added$9.75M |
| GREENLEAF TRUST | 126.5K | $13.5M | −$84.8K | Cut−$653.8K |
| Badgley Phelps Wealth Managers, LLC | 123.3K | $13.2M | −$73.8K | Added$1.33M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 114.5K | $12.2M | — | New |
| LOWE BROCKENBROUGH & CO INC | 113.2K | $12.1M | −$75.9K | Cut−$103.3K |
| Community Financial Services Group, LLC | 110.5K | $11.8M | −$107.8K | Added$184.3K |
| UBS Group AG | 99.7K | $10.6M | −$54.4K | Added$1.92M |
| Independent Solutions Wealth Management, LLC | 90.3K | $9.63M | −$59.4K | Added$120.7K |
| Bank of New Hampshire | 88.9K | $9.48M | −$59.6K | Cut−$886.6K |
| Patriot Financial Group Insurance Agency, LLC | 86.2K | $9.19M | −$29K | Added$4.56M |
| BANK OF MONTREAL /CAN/ | 81.7K | $8.72M | −$51.7K | Added$442.1K |
| Sepio Capital, LP | 80.7K | $8.61M | −$54.1K | Cut−$76K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 77.7K | $8.29M | −$54.4K | Cut−$761.3K |
| AMG National Trust Bank | 73.1K | $7.8M | −$43.9K | Added$759.2K |
| Argent Trust Co | 72.2K | $7.7M | −$38.1K | Added$1.6M |
| SVB WEALTH LLC | 71.2K | $7.6M | −$47.7K | Cut−$185.3K |
| C M BIDWELL & ASSOCIATES LTD | 70.2K | $7.49M | −$46.7K | Added$2.57K |
| Private Advisor Group, LLC | 63.5K | $6.77M | −$28.3K | Added$2.23M |
| CHOREO, LLC | 61.5K | $6.56M | −$49.5K | Cut−$49.5K |
| Bryn Mawr Trust Advisors, LLC | 60.2K | $6.42M | −$40.3K | Cut−$402.3K |
| COMMERCE BANK | 60.1K | $6.41M | −$40.3K | Cut−$11.7M |
| First National Trust Co | 58.8K | $6.27M | −$38.6K | Added$78.8K |
| ISTHMUS PARTNERS, LLC | 57.6K | $6.14M | — | New |
| OneAscent Financial Services LLC | 56.9K | $6.07M | — | New |
| Atria Investments, Inc | 55.6K | $5.93M | −$37.3K | Cut−$132.7K |
| Johnson Financial Group, Inc. | 55.5K | $5.92M | −$37.2K | Cut−$4.44M |
| TRUIST FINANCIAL CORP | 52.9K | $5.64M | −$33.6K | Added$249.5K |
| Sequoia Financial Advisors, LLC | 52.8K | $5.63M | −$35.4K | Cut−$393.3K |
| OSAIC HOLDINGS, INC. | 51.5K | $5.49M | −$34.6K | Cut−$1.86M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49K | $5.22M | −$45.8K | Cut−$3.82M |
| Trail Ridge Investment Advisors, LLC | 47.6K | $5.07M | −$31.9K | Cut−$52.7K |
| New Hampshire Trust | 47.5K | $5.07M | −$25.8K | Added$926.9K |
| MAIMON WEALTH MANAGEMENT LTD. | 47.5K | $5.06M | −$32.4K | Added$999K |
| WHITTIER TRUST CO | 47.4K | $5.04M | −$51.9K | Cut−$158.5K |
| JANE STREET GROUP, LLC | 46.4K | $4.95M | −$20.2K | Added$1.72M |
| Connecticut Wealth Management, LLC | 43.6K | $4.66M | −$29K | Added$6K |
| HSBC HOLDINGS PLC | 43.4K | $4.63M | −$29.1K | Cut−$325.8K |
| 1ST SOURCE BANK | 43.3K | $4.62M | −$29K | Cut−$392.8K |
| Gilbert Capital Group, Inc. | 43K | $4.59M | −$27.3K | Added$212.9K |
| MassMutual Private Wealth & Trust, FSB | 42.1K | $4.49M | −$28.2K | Cut−$74.5K |
| UNION SAVINGS BANK | 41.3K | $4.41M | −$25.5K | Added$315.4K |
| FIRST AMERICAN TRUST, FSB | 39.2K | $4.19M | −$26.3K | Cut−$6.79M |
| Baird Financial Group, Inc. | 38.4K | $4.09M | −$25.4K | Added$26.3K |
| HighTower Advisors, LLC | 36.4K | $3.88M | −$24.4K | Cut−$188.2K |
| Patten Group, Inc. | 35.6K | $3.8M | −$23.7K | Added$8.32K |
| Haverford Trust Co | 32.6K | $3.48M | −$21.9K | Cut−$669.7K |
| GOLDMAN SACHS GROUP INC | 31.6K | $3.37M | −$16.7K | Added$678.4K |
| REGIONS FINANCIAL CORP | 30.2K | $3.22M | −$13.6K | Added$1.04M |
| JOHNSON INVESTMENT COUNSEL INC | 29.9K | $3.19M | — | New |
| MONTAG A & ASSOCIATES INC | 29K | $3.09M | −$19.4K | Cut−$86.2K |
| WHITTIER TRUST CO OF NEVADA INC | 29.1K | $3.09M | −$31.8K | Cut−$31.8K |
| COURIER CAPITAL LLC | 28.8K | $3.08M | −$19.4K | Cut−$260.9K |
| JIM SAULNIER & ASSOCIATES, LLC | 28K | $2.98M | −$18.7K | Cut−$29.3K |
| RAYMOND JAMES FINANCIAL INC | 27.8K | $2.97M | −$18.6K | Cut−$1.27M |
| Advocacy Wealth Management, LLC | 26.6K | $2.83M | −$17.8K | Cut−$263.4K |
| Wealthstar Advisors, LLC | 26.1K | $2.79M | −$17.5K | Cut−$282.4K |
| PROFFITT & GOODSON INC | 24.3K | $2.6M | −$15.3K | Added$146.2K |
| FIRST MERCHANTS CORP | 24K | $2.56M | −$16.1K | Cut−$16.1K |
| WESBANCO BANK INC | 22.4K | $2.39M | −$15K | Cut−$74K |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.6K | $2.3M | −$13.8K | Added$96K |
| Trajan Wealth LLC | 21.5K | $2.3M | −$14.4K | Cut−$214K |
| Opal Wealth Advisors, LLC | 20.8K | $2.22M | −$13.1K | Added$129.7K |
| Legacy Private Trust Co. | 20.8K | $2.22M | −$13.9K | Cut−$593.6K |
| Alesco Advisors LLC | 19.6K | $2.09M | −$13.1K | Cut−$6.66K |
| Unified Investment Management | 19.2K | $2.05M | −$12.9K | Cut−$6.83K |
| Cerity Partners LLC | 19.1K | $2.04M | −$12.8K | Cut−$1.32M |
| FIRST FINANCIAL BANK - TRUST DIVISION | 18.3K | $1.95M | −$9.62K | Added$410.8K |
| Focus Partners Wealth | 17.6K | $1.87M | −$11.4K | Added$51.8K |
| Bigelow Investment Advisors, LLC | 17.6K | $1.87M | −$10.2K | Added$244.4K |
| Wilmington Savings Fund Society, FSB | 17.5K | $1.87M | −$11.7K | Cut−$21.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.5K | $1.86M | — | New |
| Heritage Trust Co | 17.3K | $1.84M | −$11.3K | Added$29.4K |
| Legacy Wealth Partners, LLC | 15.4K | $1.64M | −$8.97K | Added$201.7K |
| Dana Investment Advisors, Inc. | 15.3K | $1.64M | −$10.3K | Cut−$163K |
| Vantage Investment Partners, LLC | 15.1K | $1.61M | −$9.78K | Added$39.8K |
| Capital Investment Services of America, Inc. | 14.9K | $1.59M | −$10K | Cut−$69.6K |
| OneDigital Investment Advisors LLC | 14.8K | $1.58M | −$5.17K | Added$746.8K |
| OLD NATIONAL BANCORP /IN/ | 14.7K | $1.57M | −$9.86K | Cut−$24.8K |
| Curi Capital, LLC | 14.2K | $1.52M | −$2.21K | Added$1.17M |
| Atwater Malick LLC | 14K | $1.49M | −$1.63K | Added$1.23M |
| Koshinski Asset Management, Inc. | 13.5K | $1.44M | −$7.11K | Added$302.2K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12.6K | $1.35M | −$8.09K | Cut−$186.2K |
| BROWN ADVISORY INC | 12.2K | $1.3M | −$8.16K | Cut−$548.7K |
| HANCOCK WHITNEY CORP | 12.1K | $1.29M | −$10.1K | Cut−$796.2K |
| First County Bank /CT/ | 12K | $1.28M | −$7.51K | Added$74.2K |
| CITIGROUP INC | 12K | $1.28M | −$8.01K | Cut−$8.01K |
| Centennial Bank/AR/ | 11.8K | $1.26M | −$7.94K | Cut−$749.1K |
| MITCHELL SINKLER & STARR/PA | 11.4K | $1.22M | −$7.65K | Cut−$7.66K |
| Madison Asset Management, LLC | 11.2K | $1.19M | — | New |
| Advisory Services Network, LLC | 11K | $1.17M | −$7.38K | Cut−$379.2K |
| MML INVESTORS SERVICES, LLC | 10.9K | $1.16M | −$7.26K | Cut−$119.8K |
| Integrated Wealth Concepts LLC | 10.1K | $1.08M | −$6.37K | Added$67.2K |
| Darwin Wealth Management, LLC | 9.99K | $1.07M | −$5.36K | Added$211.4K |
| Severin Investments, LLC | 9.91K | $1.06M | −$6.64K | Cut−$3.41M |
| Simmons Bank | 9.75K | $1.04M | −$6.54K | Cut−$79.2K |
| Azimuth Capital Investment Management LLC | 9.71K | $1.04M | −$6.5K | Cut−$51.6K |
| Bangor Savings Bank | 9.47K | $1.01M | −$6.3K | Cut−$25.6K |
| McLaughlin Asset Management, Inc. | 8.67K | $924.8K | −$5.17K | Added$96.5K |
| Renaissance Technologies | 8.6K | $917.4K | — | New |
| Balefire, LLC | 8.53K | $910K | −$5.44K | Added$38.7K |
| Ancora Advisors LLC | 8.48K | $904.3K | −$5.68K | Cut−$5.68K |
| Aviance Capital Partners, LLC | 8.45K | $901.3K | −$5.42K | Added$38.1K |
| Advisor OS, LLC | 8.44K | $900.3K | −$3.93K | Added$266.2K |
| &PARTNERS | 7.93K | $849.3K | −$2K | Added$51.8K |
| Northwest Bancshares, Inc. | 7.82K | $834K | −$5.24K | Cut−$5.24K |
| Prospera Financial Services Inc | 7.6K | $811.4K | −$5.13K | Cut−$53.6K |
| GAMMA Investing LLC | 7.42K | $791.2K | −$2.71K | Added$357K |
| OPPENHEIMER & CO INC | 7.31K | $780.3K | −$4.9K | Cut−$6.83K |
| JAMES INVESTMENT RESEARCH, INC. | 7.25K | $773.8K | −$4.86K | Cut−$254.6K |
| Ascent Group, LLC | 6.95K | $740.9K | −$4.65K | Cut−$12.5K |
| Adelphi Trust Co | 6.71K | $715.5K | −$3.65K | Added$130.6K |
| PRINCIPAL SECURITIES, INC. | 6.67K | $711.1K | −$4.48K | Cut−$17.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.55K | $698.8K | −$2.37K | Added$318.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.51K | $694.5K | −$2.11K | Added$357.1K |
| Waverly Advisors, LLC | 6.36K | $678.6K | −$3.9K | Added$53.4K |
| PRIVATE TRUST CO NA | 6.31K | $673K | −$4.23K | Cut−$4.23K |
| Algorithmic Investment Models, LLC | 6.18K | $659.6K | −$4.2K | Cut−$26.3K |
| Retireful, LLC | 6.07K | $647.1K | −$4.88K | Cut−$51.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 6K | $639.8K | −$3.97K | Cut−$82.9K |
| Global Endowment Management, LP | 5.77K | $615K | −$4.37K | Cut−$15K |
| Integrated Advisors Network LLC | 5.69K | $607K | −$3.75K | Cut−$2.15K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.67K | $604.7K | −$3.06K | Added$114K |
| Gateway Wealth Partners, LLC | 5.65K | $602.7K | — | New |
| PETTYJOHN, WOOD & WHITE, INC | 5.56K | $593K | −$2.92K | Added$125.1K |
| Creative Planning | 5.55K | $592.6K | −$1.84K | Added$297.8K |
| JONES FINANCIAL COMPANIES LLLP | 5.58K | $592.4K | −$5.32K | Added$112.5K |
| VestGen Advisors, LLC | 5.34K | $566.8K | — | New |
| MIDLAND WEALTH ADVISORS, LLC | 4.99K | $532.3K | −$3.34K | Cut−$3.34K |
| High Probability Advisors, LLC | 4.8K | $511.7K | −$3.21K | Cut−$3.21K |
| GM Advisory Group, LLC | 4.77K | $509K | −$3.2K | Cut−$3.2K |
| VestGen Investment Management | 4.73K | $504.8K | −$2.76K | Added$62.1K |
| Farther Finance Advisors, LLC | 4.7K | $500K | −$2.01K | Added$285.3K |
| Clearstead Advisors, LLC | 4.68K | $499K | −$3.18K | Cut−$1.05K |
| Indiana Trust & Investment Management Co | 4.65K | $496.3K | −$3.12K | Cut−$3.12K |
| Advisory Alpha, LLC | 4.59K | $489.4K | −$3.07K | Cut−$27.9K |
| Ballentine Capital Advisors, Inc | 4.5K | $479.5K | −$3.01K | Cut−$170.4K |
| Compass Ion Advisors, LLC | 4.47K | $477.1K | −$3.02K | Cut−$85.1K |
| World Investment Advisors | 4.35K | $463.7K | −$2.91K | Cut−$144.4K |
| Rockefeller Capital Management L.P. | 4.18K | $445.8K | −$2.75K | Cut−$2.42K |
| Trivium Point Advisory, LLC | 4.12K | $439.6K | −$2.76K | Cut−$9.52K |
| Park Place Capital Corp | 4K | $426.7K | −$2.68K | Cut−$378.4K |
| RENASANT BANK | 4K | $426.7K | −$2.68K | Cut−$378.4K |
| Vestmark Advisory Solutions, Inc. | 3.97K | $423.5K | — | New |
| FC Advisory LLC | 3.92K | $418.4K | −$2.65K | Cut−$29.8K |
| NBT BANK N A /NY | 3.9K | $415.9K | −$2.61K | Cut−$2.61K |
| Tactive Advisors, LLC | 3.85K | $410.3K | −$2.49K | Added$5.73K |
| Stonebridge Financial Group, LLC | 3.76K | $400.7K | −$1.99K | Added$82.1K |
| SANDERS MORRIS HARRIS LLC | 3.5K | $373.4K | — | New |
| Wealthspire Advisors, LLC | 3.29K | $351.1K | −$2.2K | Cut−$2.21K |
| Cassia Capital Partners, LLC | 3.15K | $336.2K | −$2.83K | Added$14.2K |
| Corient Private Wealth LLC | 3.14K | $334.6K | −$2.12K | Cut−$49.4K |
| Donor Advised Charitable Giving, Inc. | 3K | $319.8K | −$1.39K | Added$97.3K |
| Stewardship Advisors, LLC | 2.86K | $305.1K | −$1.92K | Cut−$1.92K |
| GUIDANCE CAPITAL, INC | 2.87K | $304.9K | −$2.58K | Added$52.5K |
| HOGE FINANCIAL SERVICES, LLC | 2.84K | $302.6K | −$1.46K | Added$65.4K |
| Ameritas Advisory Services, LLC | 2.78K | $296.6K | −$1.86K | Cut−$29.7K |
| CAPE ANN SAVINGS BANK | 2.77K | $295.6K | −$1.86K | Cut−$5.08K |
| LAZARD ASSET MANAGEMENT LLC | 2.67K | $285.4K | −$1.79K | Cut−$1.79K |
| ZWJ INVESTMENT COUNSEL INC | 2.67K | $284.8K | −$1.8K | Cut−$10.9K |
| BBR PARTNERS, LLC | 2.51K | $267.4K | −$1.68K | Cut−$1.68K |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 2.46K | $262.1K | −$1.4K | Added$38.1K |
| Mariner, LLC | 2.42K | $257.6K | −$1.62K | Cut−$280.5K |
| Orion Porfolio Solutions, LLC | 2.35K | $250.2K | — | New |
| Tower Research Capital LLC (TRC) | 2.33K | $248.4K | — | New |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 2.3K | $245.4K | −$1.54K | Cut−$1.54K |
| MISSION WEALTH MANAGEMENT, LP | 2.23K | $237.4K | — | New |
| Continuum Advisory, LLC | 2.16K | $230.9K | −$1.26K | Added$28.5K |
| U.S. Capital Wealth Advisors, LLC | 2.13K | $227.2K | −$1.41K | Added$2.22K |
| EVOKE WEALTH, LLC | 2.11K | $225.4K | — | New |
| Alternative Investment Advisors, LLC. | 2.1K | $224.3K | — | New |
| StoneX Group Inc. | 2.07K | $221.2K | — | New |
| D.A. DAVIDSON & CO. | 2.02K | $215.7K | −$1.36K | Cut−$1.35K |
| HUNTINGTON NATIONAL BANK | 1.96K | $208.9K | −$1.31K | Cut−$111.7K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.94K | $206.4K | — | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.92K | $204.5K | −$1.24K | Cut−$921 |
| Mendota Financial Group, LLC | 1.9K | $203.1K | −$1.28K | Cut−$1.28K |
| Diversified Enterprises, LLC | 1.89K | $201.1K | −$1.26K | Cut−$1.26K |
| CWM, LLC | 1.45K | $154.7K | $154.5K | Added$154.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.35K | $143.7K | −$1.17K | Added$17.8K |
| Kennebec Savings Bank | 1.3K | $139.2K | −$864 | Added$950 |
| CNB Bank | 1.27K | $135.9K | −$853 | Cut−$8.69K |
| TFC Financial Management, Inc. | 1.2K | $127.9K | −$756 | Cut−$756 |
| Steward Partners Investment Advisory, LLC | 1.16K | $123.2K | −$774 | Cut−$6.36K |
| SOUTH PLAINS FINANCIAL, INC. | 1.12K | $119.7K | — | New |
| Fidelity | 925 | $98.7K | −$606 | Cut−$44K |
| True Link Financial Advisors, LLC | 905 | $96.5K | — | New |
| Steigerwald, Gordon & Koch Inc. | 877 | $93.6K | −$588 | Cut−$588 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 863 | $92K | −$612 | Cut−$505 |
| Aventura Private Wealth, LLC | 786 | $83.8K | −$527 | Cut−$527 |
| TD PRIVATE CLIENT WEALTH LLC | 673 | $71.8K | −$451 | Cut−$4.53K |
| ROTHSCHILD INVESTMENT LLC | 625 | $66.7K | −$419 | Cut−$419 |
| Ashton Thomas Private Wealth, LLC | 532 | $56.8K | — | New |
| Golden State Equity Partners | 502 | $53.6K | — | New |
| NewEdge Advisors, LLC | 50.8K | $50.8K | −$5.4M | Cut−$5.4M |
| JFS WEALTH ADVISORS, LLC | 408 | $43.5K | −$273 | Cut−$34.8K |
| Colonial Trust Advisors | 399 | $42.6K | −$227 | Cut−$14 |
| Parallel Advisors, LLC | 375 | $40K | −$251 | Cut−$251 |
| CoreCap Advisors, LLC | 328 | $35K | −$181 | Added$6.01K |
| ARMSTRONG ADVISORY GROUP, INC | 314 | $33.5K | −$210 | Cut−$210 |
| HORIZON BANCORP INC /IN/ | 298.3K | $31.8K | −$189 | Added$1.48K |
| Sound Income Strategies, LLC | 234 | $24.9K | −$202 | Cut−$202 |
| FRANKLIN RESOURCES INC | 222 | $23.7K | −$149 | Cut−$142.7K |
Who left
- COMMUNITY TRUST & INVESTMENT CO$12.3M
- WBI INVESTMENTS, LLC$1.61M
- GTS SECURITIES LLC$877.9K
- AXXCESS WEALTH MANAGEMENT, LLC$811.8K
- One Wealth Advisors, LLC$803.8K
- Maridea Wealth Management LLC$705.1K
- First Commonwealth Financial Corp /PA/$684.6K
- LAWOOD & CO$667.5K
- J.W. COLE ADVISORS, INC.$613.5K
- STOCK YARDS BANK & TRUST CO$586.6K
- BTC Capital Management, Inc.$568.6K
- Curbstone Financial Management Corp$542.1K
- Sowell Financial Services LLC$414.3K
- Hilltop Holdings Inc.$389.5K
- Engineers Gate Manager LP$385.4K
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.