Stock
Reported value
$15.5B
Holders
453
+57 new · −37 exited
Holders’ est. mark
−$68.9M
Price effect on 228 books still in the name
Largest holder
$3.16B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 61.7M | $3.16B | −$27.3M | Added$540.4M |
| UBS Group AG | 56.1M | $2.87B | −$2.19M | Added$2.66B |
| Empower Advisory Group, LLC | 20.3M | $1.04B | −$10.2M | Added$63.2M |
| AMERIPRISE FINANCIAL INC | 18.1M | $955.2M | $22.8M | Added$135.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.6M | $594.8M | −$1.7M | Added$431.7M |
| TIAA Wealth Investment Management LLC | 11.4M | $579.5M | — | Held |
| TRUIST FINANCIAL CORP | 10.7M | $550.7M | −$5.38M | Added$34.7M |
| ASSETMARK, INC | 10.2M | $521.3M | −$5.22M | Added$20.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9.14M | $468.2M | — | Held |
| BlackRock, Inc. | 8.28M | $424.1M | −$4.29M | Added$12.4M |
| STIFEL FINANCIAL CORP | 7.11M | $364.2M | −$3.63M | Added$16.3M |
| ENVESTNET ASSET MANAGEMENT INC | 6.95M | $355.9M | −$3.75M | Cut−$49.9M |
| Allworth Financial LP | 5.86M | $300.3M | −$3.12M | Added$779.2K |
| North Dakota State Investment Board | 5.24M | $268.5M | −$2.83M | Cut−$2.83M |
| FRANKLIN RESOURCES INC | 4.92M | $252M | −$2.66M | Cut−$3.45M |
| LPL Financial LLC | 3.46M | $177.5M | −$1.52M | Added$31.5M |
| SEI INVESTMENTS CO | 3.36M | $172.3M | −$1.72M | Added$7.7M |
| 1832 Asset Management L.P. | 3.18M | $163M | −$1.28M | Added$39.8M |
| Valmark Advisers, Inc. | 3.02M | $154.5M | −$1.59M | Added$1.57M |
| MORGAN STANLEY | 2.8M | $143.7M | −$1.49M | Added$1.01M |
| Asset Management One Co., Ltd. | 2.77M | $141.8M | −$1.28M | Added$19.1M |
| WELLS FARGO & COMPANY/MN | 1.93M | $99.1M | −$1M | Added$2.93M |
| JPMORGAN CHASE & CO | 1.8M | $91.8M | −$1.16M | Added$16.7M |
| Avidian Wealth Enterprises, LLC | 1.69M | $86.7M | −$825.1K | Added$7.59M |
| Bank of New York Mellon Corp | 1.58M | $81.1M | −$847.3K | Cut−$126.3K |
| Beacon Pointe Advisors, LLC | 1.53M | $78.2M | −$778.8K | Added$3.52M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.22M | $62.4M | −$4.65K | Added$62M |
| Cetera Investment Advisers | 1.12M | $57.5M | −$527.7K | Added$6.93M |
| Voya Financial Advisors, Inc. | 813.2K | $41.2M | −$1.01M | Cut−$1.68M |
| JANE STREET GROUP, LLC | 790.8K | $40.5M | — | New |
| MCF Advisors LLC | 759.8K | $38.9M | −$410.3K | Cut−$581.5K |
| Liberty Mutual Group Asset Management Inc. | 714.9K | $36.6M | — | New |
| RAYMOND JAMES FINANCIAL INC | 679.8K | $34.8M | −$367.1K | Cut−$63.2M |
| Trilogy Capital Inc. | 670.3K | $34.3M | −$350.3K | Added$758K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 653.8K | $33.5M | −$348.6K | Added$73.7K |
| Crestwood Advisors Group, LLC | 648K | $33.2M | −$349.9K | Cut−$460.5K |
| CAPTRUST FINANCIAL ADVISORS | 614.8K | $31.5M | −$313.8K | Added$1.46M |
| Mirae Asset Global Investments Co., Ltd. | 592.7K | $30.4M | −$309.1K | Added$735K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 548.1K | $28.1M | −$189.8K | Added$15.6M |
| New Jersey Better Educational Savings Trust | 507.7K | $26M | −$274.2K | Cut−$1.59M |
| ROYAL BANK OF CANADA | 507.4K | $26M | −$215.5K | Added$5.32M |
| Santa Clara Valley Transportation Authority | 482K | $24.7M | −$260.3K | Cut−$260.3K |
| SECURIAN ASSET MANAGEMENT, INC | 439.7K | $22.5M | −$237.4K | Cut−$237.4K |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 432.4K | $22.1M | −$174.4K | Added$5.45M |
| Strategic Investment Advisors / MI | 426.9K | $21.9M | −$146K | Added$9.73M |
| OneDigital Investment Advisors LLC | 405.3K | $20.8M | −$218.9K | Cut−$274.5K |
| ST GERMAIN D J CO INC | 405.1K | $20.8M | −$218.7K | Cut−$440.2K |
| Advisors Capital Management, LLC | 382.1K | $19.6M | −$191.5K | Added$1.22M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 369.9K | $19M | −$141.7K | Added$5.37M |
| Cosner Financial Group, LLC | 365.2K | $18.7M | −$193.6K | Added$143.8K |
| McKinley Carter Wealth Services, Inc. | 358.2K | $18.4M | −$159.8K | Added$3.03M |
| Merit Financial Group, LLC | 356.3K | $18.3M | −$192.4K | Cut−$50.2M |
| Pallas Capital Advisors LLC | 324.8K | $16.6M | −$175.4K | Cut−$2.3M |
| TIAA TRUST, NATIONAL ASSOCIATION | 280.8K | $14.4M | −$178.5K | Cut−$1.31B |
| Modern Wealth Management, LLC | 278.9K | $14.2M | −$176.6K | Added$1.36M |
| Destination Wealth Management | 276.6K | $14.2M | −$143.4K | Added$420.3K |
| Steward Partners Investment Advisory, LLC | 268.5K | $13.8M | −$143.8K | Cut−$31.2K |
| Shelter Mutual Insurance Co | 264K | $13.5M | −$139.9K | Cut−$658.3K |
| Robertson Stephens Wealth Management, LLC | 238K | $12.2M | −$128.5K | Cut−$542.3K |
| Westover Capital Advisors, LLC | 220.1K | $11.3M | −$118.8K | Cut−$138.8K |
| HSBC HOLDINGS PLC | 218.5K | $11.2M | −$93.4K | Added$2.24M |
| OSAIC HOLDINGS, INC. | 217.1K | $11.1M | −$114.4K | Added$171.1K |
| One Capital Management, LLC | 199.4K | $10.2M | −$22.8K | Added$8.03M |
| Sigma Planning Corp | 194.9K | $9.98M | −$102K | Added$202.1K |
| SIMA Wealth Partners, LLC | 193.6K | $9.92M | −$96.1K | Added$708.4K |
| Glassy Mountain Advisors, Inc. | 188.3K | $9.65M | −$97.9K | Added$265.8K |
| Baird Financial Group, Inc. | 185.7K | $9.52M | −$95.4K | Added$367.6K |
| Premier Path Wealth Partners, LLC | 183.7K | $9.41M | −$99.2K | Cut−$1.79M |
| Rockefeller Capital Management L.P. | 177.5K | $9.09M | −$95.8K | Cut−$232.4K |
| Kraft, Davis & Associates, LLC | 172.8K | $8.86M | −$68.2K | Added$3.69M |
| COMMONWEALTH EQUITY SERVICES, LLC | 167.7K | $8.59M | −$74.7K | Added$1.43M |
| Simplicity Wealth,LLC | 159.9K | $8.19M | −$81.2K | Added$407.3K |
| IVC Wealth Advisors LLC | 155.9K | $7.98M | −$82.1K | Added$120.6K |
| FIFTH THIRD BANCORP | 154.1K | $7.89M | −$4.92K | Added$7.42M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 141.5K | $7.25M | −$94.8K | Cut−$2.02M |
| Triumph Capital Management | 135.5K | $6.94M | −$11.6K | Added$5.83M |
| Dakota Wealth Management | 134.8K | $6.91M | −$51.3K | Added$1.99M |
| Smartleaf Asset Management LLC | 135.3K | $6.9M | −$92.9K | Added$1.88M |
| Trivant Custom Portfolio Group, LLC | 132.3K | $6.78M | −$71.4K | Cut−$2.28M |
| Archford Capital Strategies, LLC | 130.4K | $6.68M | −$69.2K | Added$47.3K |
| TD Waterhouse Canada Inc. | 118.8K | $6.03M | −$92.9K | Added$1.13M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 111.3K | $5.7M | −$66.5K | Cut−$1.44M |
| Napier Financial, LLC | 110.5K | $5.66M | −$59.7K | Cut−$212.4K |
| Wealthspire Retirement, LLC | 107.7K | $5.52M | −$57.1K | Added$39.4K |
| Sanctuary Advisors, LLC | 105.2K | $5.39M | −$54.8K | Added$135.5K |
| Erickson Financial Group, LLC | 103.7K | $5.31M | −$53.4K | Added$192.5K |
| Fjell Capital, LLC | 103.2K | $5.29M | −$50.4K | Added$456.9K |
| CWM, LLC | 102.3K | $5.24M | $5.24M | Added$5.24M |
| Center For Asset Management LLC | 102.2K | $5.24M | −$51.7K | Added$275.3K |
| Financial Avengers, Inc. | 101.2K | $5.19M | −$48.6K | Added$526.6K |
| Concurrent Investment Advisors, LLC | 97.7K | $5.01M | −$50.3K | Added$182.7K |
| AIRE ADVISORS, LLC | 93.5K | $4.79M | −$48.9K | Added$107.7K |
| Bauman Advisory Group, LLC | 85K | $4.36M | −$19.8K | Added$2.46M |
| M&T Bank Corp | 84.2K | $4.31M | −$45.5K | Cut−$68.5K |
| Compound Planning, Inc. | 82.6K | $4.23M | −$44.1K | Added$2.14K |
| KEYBANK NATIONAL ASSOCIATION/OH | 80.8K | $4.14M | −$42.9K | Added$31.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79.5K | $4.07M | — | New |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 76.5K | $3.92M | −$41.3K | Cut−$1.63M |
| Columbus Macro, LLC | 74.8K | $3.83M | −$40.4K | Cut−$1.92M |
| PRUDENTIAL PLC | 74.2K | $3.8M | −$21.8K | Added$1.71M |
| Checchi Capital Advisers, LLC | 73.5K | $3.76M | −$39.7K | Cut−$53.8K |
| Landing Point Financial Group, LLC | 72.7K | $3.73M | −$39.3K | Cut−$64.7K |
| US BANCORP \DE\ | 71.5K | $3.66M | −$38.6K | Cut−$572.8K |
| Compagnie Lombard Odier SCmA | 71.4K | $3.66M | −$32.8K | Added$510.1K |
| K2 Financial Inc. | 66.9K | $3.45M | −$14.5K | Added$322.2K |
| BANK OF MONTREAL /CAN/ | 65.5K | $3.35M | −$35.4K | Cut−$100.8K |
| Virtue Capital Management, LLC | 64K | $3.26M | −$50.5K | Cut−$145.1K |
| Gateway Wealth Partners, LLC | 60.6K | $3.11M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 55.7K | $2.86M | −$30.1K | Cut−$416.9K |
| NewEdge Wealth, LLC | 54.7K | $2.8M | — | New |
| Kestra Advisory Services, LLC | 53.8K | $2.75M | −$29K | Cut−$1.26M |
| Farther Finance Advisors, LLC | 53.8K | $2.74M | −$38.2K | Cut−$696.8K |
| Summit Asset Management, LLC | 53.3K | $2.73M | −$20.1K | Added$805.2K |
| Citadel | 52K | $2.67M | — | New |
| Financial Synergies Wealth Advisors, Inc. | 51.4K | $2.63M | −$26.5K | Added$94.8K |
| Stratos Investment Management, LLC | 51K | $2.61M | −$24.2K | Added$288.9K |
| Heck Capital Advisors, LLC | 50.3K | $2.57M | −$18.2K | Added$832.9K |
| GLOBALT Investments LLC / GA | 49.8K | $2.55M | −$26.9K | Cut−$44.7K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 47.8K | $2.45M | −$25.2K | Added$24.7K |
| Ameritas Advisory Services, LLC | 46.4K | $2.37M | −$24.3K | Added$47.3K |
| EverSource Wealth Advisors, LLC | 46K | $2.36M | −$24.5K | Added$17.7K |
| MATHER GROUP, LLC. | 45.9K | $2.35M | −$22.6K | Added$184.5K |
| Compass Financial Group, Inc. | 45K | $2.3M | −$24.3K | Cut−$25.9K |
| 10Elms LLP | 43.3K | $2.22M | −$20.2K | Added$285K |
| Mariner, LLC | 40.5K | $2.07M | −$21.9K | Cut−$867.5K |
| Sovran Advisors, LLC | 40.2K | $2.06M | −$23.5K | Added$455.8K |
| World Investment Advisors | 38.7K | $1.98M | −$19.2K | Added$141.2K |
| Banco Santander, S.A. | 37.4K | $1.92M | −$20.2K | Cut−$722.9K |
| Arista Wealth Management, LLC | 36.8K | $1.89M | −$19.9K | Cut−$19.9K |
| Creative Planning | 36.5K | $1.87M | −$19.2K | Added$31.7K |
| PNC Financial Services Group, Inc. | 36.4K | $1.87M | −$6.34K | Added$1.26M |
| JONES FINANCIAL COMPANIES LLLP | 36.3K | $1.84M | −$28.7K | Added$442.6K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 35.3K | $1.81M | −$19.1K | Cut−$88.6K |
| MML INVESTORS SERVICES, LLC | 34.8K | $1.78M | −$18.8K | Cut−$2.69M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 34.5K | $1.77M | −$18.2K | Added$27.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 30.5K | $1.56M | −$15.8K | Added$50.8K |
| GOLDMAN SACHS GROUP INC | 30.3K | $1.55M | −$16.4K | Cut−$12.6M |
| Bellwether Advisors, LLC | 29.9K | $1.53M | −$16.1K | Cut−$60.7K |
| Sowell Financial Services LLC | 29.5K | $1.51M | −$15.1K | Added$65.7K |
| Pictet Asset Management Holding SA | 28.9K | $1.48M | −$15.6K | Cut−$525.6K |
| Advyzon Investment Management, LLC | 28.9K | $1.48M | −$15.3K | Added$16.9K |
| WBH ADVISORY INC | 28K | $1.43M | −$19.3K | Added$25.7K |
| MMBG INVESTMENT ADVISORS CO. | 27.8K | $1.42M | −$15K | Cut−$15K |
| Tempo Wealth, LLC | 27.1K | $1.39M | −$12.4K | Added$202.6K |
| Sequoia Financial Advisors, LLC | 26K | $1.33M | −$13.3K | Added$60K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 24.9K | $1.28M | −$13.2K | Added$5.71K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24.9K | $1.27M | −$15.3K | Cut−$74K |
| Arkadios Wealth Advisors | 23.8K | $1.22M | −$10.9K | Added$164.8K |
| OLD MISSION CAPITAL LLC | 23.5K | $1.21M | — | New |
| TMB Capital Partners, LLC | 23.3K | $1.19M | −$11.6K | Added$73.9K |
| Venture Visionary Partners LLC | 22.5K | $1.15M | −$12.1K | Cut−$35.9K |
| Cumberland Partners Ltd | 22.4K | $1.15M | −$10.5K | Added$145K |
| JGP Wealth Management, LLC | 21.9K | $1.12M | −$11.8K | Cut−$254.6K |
| Pinnacle Financial Partners, Inc. | 21.8K | $1.12M | −$9.36K | Added$217.8K |
| Van Hulzen Asset Management, LLC | 21.3K | $1.09M | −$11.2K | Added$13.9K |
| Waverly Advisors, LLC | 21.3K | $1.09M | −$11.5K | Cut−$24.6K |
| B. Riley Wealth Advisors, Inc. | 21.2K | $1.08M | −$17K | Cut−$72.5K |
| Saiph Capital, LLC | 20.8K | $1.06M | −$11.2K | Cut−$46.6K |
| Grant Private Wealth Management Inc | 20.8K | $1.06M | — | New |
| Golden State Equity Partners | 20.7K | $1.06M | −$7.87K | Added$303.1K |
| Members Trust Co | 20.4K | $1.04M | −$8.58K | Added$222.3K |
| NorthRock Partners, LLC | 20.2K | $1.03M | −$10.5K | Added$20K |
| CAP Partners, LLC | 20K | $1.03M | −$9.69K | Added$97.5K |
| Csenge Advisory Group | 19.7K | $1.01M | −$9.75K | Added$73.3K |
| Gotham Asset Management, LLC | 19.3K | $989.5K | −$4.64K | Added$544.4K |
| Fifth Third Securities, Inc. | 19.2K | $984.5K | −$9.49K | Added$75K |
| Calamos Advisors LLC | 18.7K | $957.5K | — | New |
| Pines Wealth Management, LLC | 18.4K | $941.1K | −$9.86K | Cut−$4.38K |
| PRINCIPAL SECURITIES, INC. | 18K | $919.8K | −$9.7K | Cut−$47.1K |
| Diligent Investors, LLC | 17.4K | $891.1K | −$9.37K | Cut−$17.6K |
| Americana Partners, LLC | 17.3K | $886.7K | −$9.35K | Cut−$41.1M |
| Penobscot Investment Management Company, Inc. | 17.3K | $884.3K | −$9.32K | Cut−$66.3K |
| OpenArc Corporate Advisory, LLC | 17.1K | $873.7K | −$9.21K | Cut−$575.8K |
| Aprio Wealth Management, LLC | 16.7K | $853.7K | — | New |
| Fisher Asset Management, LLC | 16.5K | $844.5K | −$8.7K | Added$12.3K |
| TFB Advisors LLC | 16.3K | $835K | −$8.8K | Cut−$529K |
| Alesco Advisors LLC | 15.8K | $810.7K | — | New |
| Pacific Excel Wealth Advisors, Inc. | 15.5K | $793.3K | −$5.01K | Added$314.1K |
| Koshinski Asset Management, Inc. | 15.5K | $793.2K | −$6.03K | Added$213.4K |
| Arete Wealth Advisors, LLC | 15.3K | $783.6K | $782.8K | Added$782.7K |
| Fidelity | 14.8K | $759.7K | −$8.04K | Cut−$33.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 14.6K | $749.4K | −$7.09K | Added$70.4K |
| Montecito Bank & Trust | 14.6K | $749.3K | −$7.9K | Cut−$7.9K |
| Wealthstar Advisors, LLC | 14.5K | $741.9K | −$7.82K | Cut−$8.55K |
| Capital Investment Advisory Services, LLC | 14.4K | $737.8K | −$7.41K | Added$27.9K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 14.3K | $734.3K | −$7.74K | Cut−$111.6K |
| MAI Capital Management | 14.3K | $731.3K | −$6.6K | Added$99.8K |
| Focus Partners Wealth | 11.8K | $718.4K | $102.2K | Added$145.9K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13.7K | $699.8K | −$6.55K | Added$71.8K |
| CRA Financial Services, LLC | 13.6K | $699.2K | −$7.31K | Cut−$1.88K |
| HighTower Advisors, LLC | 13.6K | $698.3K | −$5.64K | Added$161K |
| Edgemoor Investment Advisors, Inc. | 13.6K | $694.4K | −$7.32K | Cut−$7.32K |
| CROBAN | 13.4K | $686.3K | −$7.37K | Cut−$154.4K |
| NORTHERN TRUST CORP | 13.4K | $685K | −$7.22K | Cut−$83K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 13K | $668K | −$7.04K | Cut−$7.04K |
| Yukon Wealth Management, Inc. | 13K | $668K | −$5.88K | Added$21K |
| Integrated Wealth Concepts LLC | 13K | $664.9K | −$7.02K | Cut−$71.2K |
| Brookstone Capital Management | 12.9K | $660K | −$6.98K | Cut−$75.3K |
| NTV Asset Management LLC | 12.7K | $652.4K | −$6.35K | Added$43.3K |
| CIBC WORLD MARKET INC. | 12.4K | $636.6K | −$5.36K | Added$122.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 12K | $616.7K | −$6.5K | Cut−$10.4K |
| Federation des caisses Desjardins du Quebec | 11.9K | $609.1K | −$4.06K | Added$220.3K |
| Vestmark Advisory Solutions, Inc. | 11.7K | $601.6K | −$3.38K | Added$276K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 11.7K | $601.6K | −$3.4K | Added$276K |
| Breakwater Capital Group | 11.5K | $587.4K | −$6.19K | Cut−$14.1K |
| ALTERNA WEALTH MANAGEMENT, INC | 11.4K | $582K | −$6.13K | Cut−$8.83K |
| DAVIDSON TRUST CO | 11.3K | $581.4K | −$6.16K | Cut−$60.5K |
| United Advisor Group, LLC | 11.2K | $574.2K | −$5.77K | Added$20.8K |
| Koss-Olinger Consulting, LLC | 11K | $565.7K | — | New |
| Private Advisor Group, LLC | 11K | $561.7K | −$5.72K | Added$12.2K |
| &PARTNERS | 10.9K | $561.5K | −$557 | Added$230.2K |
| Summit Financial, LLC | 10.9K | $559.8K | −$5.8K | Added$497 |
| CAHABA WEALTH MANAGEMENT, INC. | 10.8K | $554.2K | −$5.83K | Cut−$1.58K |
| 1900 WEALTH MANAGEMENT LLC | 10.6K | $545.1K | −$5.75K | Cut−$5.75K |
| AE Wealth Management LLC | 10.6K | $542.3K | −$5.71K | Cut−$246.1K |
| EXENCIAL WEALTH ADVISORS, LLC | 10.6K | $541K | −$5.41K | Added$22.5K |
| Cerity Partners LLC | 10.5K | $537.9K | −$5.66K | Cut−$147.3K |
| Perigon Wealth Management, LLC | 10.3K | $528.3K | −$5.05K | Added$44.5K |
| Investment Management Trust, LLC | 10.3K | $525.8K | — | Held |
| Oxinas Partners, LLC | 10.2K | $521K | — | New |
| XTX Topco Ltd | 10.1K | $517.8K | — | New |
| Kelly Financial Services LLC | 9.97K | $505.7K | — | New |
| Regal Investment Advisors LLC | 9.82K | $502.9K | −$5.25K | Cut−$848 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 9.6K | $491.9K | −$5.17K | Cut−$71.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.54K | $488.6K | −$4.12K | Added$93.5K |
| Intesa Sanpaolo Wealth Management | 9.5K | $486.7K | — | New |
| Wescott Financial Advisory Group, LLC | 9.17K | $469.6K | −$4.92K | Cut−$1.34K |
| MANNING & NAPIER ADVISORS LLC | 9.13K | $467.5K | −$4.93K | Cut−$17.1M |
| Accurate Wealth Management, LLC | 8.91K | $457K | −$5.05K | Added$27.3K |
| WAYSTONE ADVISORS LLC | 8.88K | $455K | −$4.79K | Cut−$13.1K |
| BENJAMIN EDWARDS INC | 8.7K | $445.8K | −$4K | Added$62K |
| Snowden Capital Advisors LLC | 8.54K | $437.6K | −$3.72K | Added$82.2K |
| RHS Financial, LLC | 8.4K | $430.3K | — | New |
| EJMK Ventures LLC | 8.37K | $428.5K | −$4.52K | Cut−$173.7K |
| GC Wealth Management RIA, LLC | 8.29K | $424.6K | −$4.43K | Cut−$283 |
| Moors & Cabot, Inc. | 8.25K | $422.5K | −$4.36K | Added$6.19K |
| Valley Financial Group, Inc. | 8.23K | $421.6K | −$4.34K | Added$7.64K |
| Diversified Enterprises, LLC | 8.22K | $421.1K | −$4.44K | Cut−$6.72K |
| Corient Private Wealth LLC | 8.29K | $419.8K | −$9.53K | Cut−$429.5K |
| CAHILL FINANCIAL ADVISORS INC | 7.84K | $401.5K | −$4.23K | Cut−$111.8K |
| PFG Advisors | 7.8K | $399.4K | −$3.93K | Added$23.1K |
| PRIVATE TRUST CO NA | 7.8K | $399.4K | −$3.82K | Added$33.4K |
| FLAGSTAR ADVISORS INC | 7.77K | $398.1K | −$4.19K | Cut−$12.3K |
| Ausdal Financial Partners, Inc. | 7.6K | $389.5K | −$4.04K | Added$363 |
| TWO SIGMA SECURITIES, LLC | 7.52K | $385.2K | −$4.06K | Cut−$117.8K |
| StoneX Group Inc. | 7.29K | $373.7K | — | New |
| Meridian Wealth Management, LLC | 7.16K | $366.6K | — | New |
| SAGESPRING WEALTH PARTNERS, LLC | 7.11K | $364.2K | −$3.76K | Added$289 |
| Prospera Financial Services Inc | 7.11K | $364.1K | −$3.01K | Added$75.4K |
| Spectrum Strategic Capital Management, LLC | 7K | $358.5K | −$3.77K | Cut−$3.05K |
Who left
- Diversify Advisory Services, LLC$12.6M
- Runnymede Capital Advisors, Inc.$9.06M
- Kensington Asset Management, LLC$6.73M
- Vontobel Holding Ltd.$6.47M
- NewEdge Advisors, LLC$3.96M
- J.W. COLE ADVISORS, INC.$814.4K
- Pictet North America Advisors SA$635.7K
- Apollon Financial, LLC$614.6K
- Valeo Financial Advisors, LLC$524.4K
- Atria Investments, Inc$507.4K
- Curi Capital, LLC$489.4K
- Larry Mathis Financial Planning, LLC$431.5K
- Focus Financial Network, Inc.$422.1K
- National Philanthropic Trust$328K
- Cyndeo Wealth Partners, LLC$306.3K
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.