Stock
Reported value
$1.98B
Holders
514
+18 new · −35 exited
Holders’ est. mark
−$102.7M
Price effect on 247 books still in the name
Largest holder
$193M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $2.13M
- Icahn Capital0.0% · $238.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.46M | $193M | −$10.6M | Cut−$32.2M |
| PNC Financial Services Group, Inc. | 1.06M | $140.7M | −$7.72M | Cut−$12M |
| MORGAN STANLEY | 999.2K | $132M | −$7.24M | Cut−$8.96M |
| ROYAL BANK OF CANADA | 688K | $90.9M | −$4.59M | Added$2.62M |
| SPINNAKER TRUST | 572.5K | $75.6M | −$4.15M | Cut−$6M |
| IMA Advisory Services, Inc. | 522.5K | $69M | −$3.73M | Cut−$2.67M |
| AMERIPRISE FINANCIAL INC | 488.7K | $64.5M | −$3.53M | Cut−$2.93M |
| BlackRock, Inc. | 487.4K | $64.4M | −$3.53M | Cut−$5.44M |
| MISSION WEALTH MANAGEMENT, LP | 412.3K | $54.5M | −$2.98M | Cut−$2.81M |
| MERCER GLOBAL ADVISORS INC /ADV | 397.8K | $52.5M | −$2.22M | Added$9.93M |
| WELLS FARGO & COMPANY/MN | 392.1K | $51.8M | −$2.75M | Cut−$1M |
| JPMORGAN CHASE & CO | 394.2K | $50.7M | −$4.24M | Cut−$6.26M |
| M&T Bank Corp | 381K | $50.3M | −$2.76M | Cut−$22.3M |
| UBS Group AG | 350.4K | $46.3M | −$2.54M | Cut−$6.08M |
| LPL Financial LLC | 307.3K | $40.6M | −$2.23M | Cut−$2.33M |
| Shira Ridge Wealth Management | 291K | $38.4M | −$2.1M | Cut−$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | 243.9K | $32.2M | −$1.71M | Cut−$713.9K |
| RAYMOND JAMES FINANCIAL INC | 198.4K | $26.2M | −$1.44M | Cut−$58.3M |
| Baird Financial Group, Inc. | 184.9K | $24.4M | −$1.34M | Cut−$1.33M |
| Mariner, LLC | 183.9K | $24.3M | −$1.32M | Cut−$811.5K |
| HM PAYSON & CO | 164.7K | $21.8M | −$1.19M | Cut−$2.99M |
| TRUIST FINANCIAL CORP | 130.1K | $17.2M | −$942.5K | Cut−$1.43M |
| Stewardship Advisors, LLC | 117.8K | $15.6M | −$811.9K | Cut−$55.4K |
| Farrow Financial, Inc. | 97.5K | $12.9M | −$706.6K | Cut−$773.5K |
| Cetera Investment Advisers | 97K | $12.8M | −$696.9K | Cut−$595.1K |
| World Investment Advisors | 94.8K | $12.5M | −$686.9K | Cut−$1.53M |
| COMMONWEALTH EQUITY SERVICES, LLC | 93.1K | $12.3M | −$674.2K | Cut−$3.27M |
| Quent Capital, LLC | 92K | $12.1M | −$664.2K | Cut−$626.6K |
| HighTower Advisors, LLC | 86.5K | $11.4M | −$606.7K | Cut−$245.8K |
| US BANCORP \DE\ | 82.5K | $10.9M | −$556.1K | Added$206.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 76.3K | $10.2M | −$638.8K | Cut−$3.03M |
| Charter Oak Capital Management, LLC | 76.4K | $10.1M | −$521.7K | Added$56.7K |
| Creative Planning | 74.6K | $9.86M | −$350K | Added$3.13M |
| Fund Evaluation Group, LLC | 69.9K | $9.24M | −$506.7K | Cut−$8.56M |
| eCIO, Inc. | 66K | $8.72M | −$478.4K | Cut−$478.5K |
| NORTHERN TRUST CORP | 63.4K | $8.38M | −$459.4K | Cut−$459.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63.1K | $8.34M | −$457.4K | Cut−$882.6K |
| REGIONS FINANCIAL CORP | 57.3K | $7.57M | −$415.1K | Cut−$459.9K |
| BANK OF MONTREAL /CAN/ | 54.3K | $7.17M | −$387.9K | Cut−$293.8K |
| KEYBANK NATIONAL ASSOCIATION/OH | 53.4K | $7.05M | −$386.9K | Cut−$515.2K |
| Accredited Investors Inc. | 53K | $7M | −$367.3K | Cut−$68.1K |
| Advisory Services Network, LLC | 50.5K | $6.67M | −$366.1K | Cut−$613.7K |
| Corundum Group, Inc. | 50.1K | $6.62M | −$363.3K | Cut−$493.3K |
| OSAIC HOLDINGS, INC. | 46.2K | $6.1M | −$335K | Cut−$970K |
| Destination Wealth Management | 45K | $5.95M | −$321.4K | Cut−$234.7K |
| CAPTRUST FINANCIAL ADVISORS | 44.4K | $5.86M | −$296.5K | Added$249.8K |
| Glenview Trust Co | 42.5K | $5.61M | −$307.9K | Cut−$307.9K |
| ASPIRIANT, LLC | 42K | $5.55M | −$304.3K | Cut−$304.3K |
| Bear Mountain Capital, Inc. | 38.5K | $5.53M | $73.2K | Added$209.7K |
| HILLTOP WEALTH ADVISORS, LLC | 41.7K | $5.51M | −$302.1K | Cut−$340K |
| D.A. DAVIDSON & CO. | 39.9K | $5.28M | −$289.3K | Cut−$673.2K |
| Rockefeller Capital Management L.P. | 39K | $5.16M | −$282.8K | Cut−$310.6K |
| Roof Eidam Maycock Peralta, LLC | 38.1K | $5.04M | −$276.3K | Cut−$418K |
| JONES FINANCIAL COMPANIES LLLP | 37.9K | $4.89M | −$342.4K | Added$258.1K |
| Brookstone Capital Management | 36.6K | $4.83M | −$254.4K | Cut−$63.4K |
| MML INVESTORS SERVICES, LLC | 36.4K | $4.81M | −$263.9K | Cut−$1.3M |
| Cerity Partners LLC | 35.1K | $4.63M | −$251.1K | Cut−$193.5K |
| Garde Capital, Inc. | 34.7K | $4.58M | −$233.7K | Added$85.1K |
| MGO ONE SEVEN LLC | 34.4K | $4.54M | −$249.1K | Cut−$401K |
| BigSur Wealth Management LLC | 32K | $4.23M | −$231.8K | Cut−$231.8K |
| Pathstone Holdings, LLC | 31.7K | $4.19M | −$229.8K | Cut−$226.4K |
| TOMPKINS FINANCIAL CORP | 31.6K | $4.18M | −$229.1K | Cut−$415.2K |
| Beacon Pointe Advisors, LLC | 30.4K | $4.01M | −$77.7K | Added$2.52M |
| STIFEL FINANCIAL CORP | 29.9K | $3.94M | −$211.4K | Cut−$117.8K |
| Modern Wealth Management, LLC | 29.3K | $3.9M | −$180.9K | Cut−$391K |
| Laird Norton Wetherby Trust Company, LLC | 29.3K | $3.87M | −$212.5K | Cut−$372.8K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 29.2K | $3.86M | −$211.8K | Cut−$620.3K |
| Pure Financial Advisors, LLC | 28.2K | $3.73M | −$204.7K | Cut−$421.3K |
| Robertson Stephens Wealth Management, LLC | 28.2K | $3.72M | −$204.1K | Cut−$398.3K |
| Kestra Advisory Services, LLC | 27.4K | $3.62M | −$178.5K | Added$191.8K |
| NorthRock Partners, LLC | 27.2K | $3.6M | −$194.6K | Cut−$142K |
| CPC Advisors, LLC | 24.5K | $3.23M | −$177.3K | Cut−$259.3K |
| OneDigital Investment Advisors LLC | 24.3K | $3.21M | −$167K | Cut−$2.51K |
| BAILARD, INC. | 23.9K | $3.16M | −$169.8K | Cut−$102.7K |
| Relyea Zuckerberg Hanson LLC | 23.9K | $3.15M | −$172.9K | Cut−$172.9K |
| Ledyard National Bank | 23.7K | $3.13M | −$164K | Cut−$27.5K |
| VERITY Wealth Advisors | 23.6K | $3.11M | −$170.6K | Cut−$170.6K |
| Financially in Tune, LLC | 23.2K | $3.06M | −$166.9K | Cut−$151.3K |
| Simmons Bank | 22.3K | $2.95M | −$161.6K | Cut−$387.4K |
| Steward Partners Investment Advisory, LLC | 22.3K | $2.94M | −$158.4K | Cut−$103.7K |
| &PARTNERS | 21.4K | $2.83M | −$152.8K | Cut−$109.9K |
| SAX WEALTH ADVISORS, LLC | 20.2K | $2.81M | $0 | Held |
| Focus Partners Wealth | 20.6K | $2.8M | −$73.2K | Cut−$640.1K |
| CGN Advisors LLC | 21.1K | $2.79M | −$153.1K | Cut−$155K |
| Shepherd Financial Partners LLC | 20.3K | $2.68M | −$147.3K | Cut−$304.7K |
| Composition Wealth, LLC | 20.2K | $2.67M | −$143.1K | Cut−$76.8K |
| HB Wealth Management, LLC | 20.2K | $2.67M | −$146.4K | Cut−$143.9K |
| Crestwood Advisors Group, LLC | 19.9K | $2.63M | −$139.3K | Cut−$49.4K |
| WHITTIER TRUST CO OF NEVADA INC | 19.6K | $2.63M | −$149.7K | Cut−$163.1K |
| Cresset Asset Management, LLC | 19.9K | $2.63M | −$143.9K | Cut−$141.9K |
| Allworth Financial LP | 19.7K | $2.61M | −$142.9K | Cut−$141.6K |
| Private Advisor Group, LLC | 19.2K | $2.53M | −$138.9K | Cut−$254.1K |
| Fingerlakes Wealth Management, Inc. | 18.8K | $2.48M | −$133.7K | Cut−$91K |
| Asset Dedication, LLC | 18.4K | $2.44M | −$133.7K | Cut−$186.4K |
| COMMERCE BANK | 18.3K | $2.42M | −$132.4K | Cut−$130.5K |
| Aprio Wealth Management, LLC | 18.1K | $2.4M | −$131.4K | Cut−$2.23M |
| BLAIR WILLIAM & CO/IL | 17.5K | $2.32M | −$127.1K | Cut−$256.2K |
| Chicago Partners Investment Group LLC | 15.1K | $2.18M | $45.9K | Added$42.6K |
| One Wealth Advisors, LLC | 16.4K | $2.17M | −$117.8K | Cut−$99.1K |
| Fidelity | 16.1K | $2.13M | −$104.8K | Added$114.1K |
| GoalVest Advisory LLC | 16.1K | $2.13M | −$113.2K | Cut−$51.5K |
| Wescott Financial Advisory Group, LLC | 15.9K | $2.1M | −$115.1K | Cut−$125.8K |
| Cornerstone Wealth Management, LLC | 14.9K | $1.97M | −$108.1K | Cut−$268.3K |
| CWM, LLC | 14.7K | $1.94M | $1.94M | Added$1.94M |
| Integrated Wealth Concepts LLC | 14.4K | $1.9M | −$104.3K | Cut−$121.2K |
| Vanguard Personalized Indexing Management, LLC | 14.4K | $1.9M | −$104.3K | Cut−$104.3K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 14.4K | $1.9M | — | Held |
| EVERGREEN CAPITAL MANAGEMENT LLC | 13.9K | $1.84M | −$100.9K | Cut−$107.2K |
| 3EDGE Asset Management, LP | 13.9K | $1.84M | −$100.9K | Cut−$115.3K |
| Trust Co | 13.7K | $1.81M | −$99.5K | Cut−$108.4K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 13.4K | $1.77M | −$89.9K | Added$40K |
| Evercore Wealth Management, LLC | 13.4K | $1.76M | −$96.8K | Cut−$118.2K |
| Milestone Investment Advisors LLC | 13.1K | $1.74M | −$95K | Cut−$90.5K |
| New Covenant Trust Company, N.A. | 13.1K | $1.73M | −$98.8K | Cut−$229.5K |
| Ellevest, Inc. | 13K | $1.72M | −$94.3K | Cut−$144.5K |
| Corient Private Wealth LLC | 14.1K | $1.67M | −$300.6K | Cut−$580.9K |
| Sequoia Financial Advisors, LLC | 12.6K | $1.67M | −$91.5K | Cut−$89.8K |
| First Pacific Financial | 12.5K | $1.65M | −$90.3K | Cut−$314.8K |
| Clearstead Advisors, LLC | 12.4K | $1.64M | −$90.1K | Cut−$115.2K |
| Baker Avenue Asset Management, LP | 12.2K | $1.62M | −$88.6K | Cut−$100.3K |
| Resonant Capital Advisors, LLC | 12K | $1.59M | −$87.2K | Cut−$93.1K |
| Aptus Capital Advisors, LLC | 11.8K | $1.56M | −$85.6K | Cut−$86.7K |
| Avantax Planning Partners, Inc. | 11.6K | $1.54M | −$84.4K | Cut−$102.1K |
| Winthrop Advisory Group LLC | 11.6K | $1.53M | −$83.9K | Cut−$183.7K |
| BLUESTEM FINANCIAL ADVISORS, LLC | 10.9K | $1.43M | −$76.2K | Cut−$29.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10.8K | $1.43M | −$78.5K | Cut−$79.5K |
| Addison Advisors LLC | 10.8K | $1.43M | −$78.4K | Cut−$192.7K |
| Bond & Devick Financial Network, Inc. | 10.5K | $1.39M | −$76.2K | Cut−$165K |
| Bigelow Investment Advisors, LLC | 10.2K | $1.35M | −$74.2K | Cut−$280.1K |
| Gerber Kawasaki Wealth & Investment Management | 10.1K | $1.33M | −$72.8K | Cut−$101.1K |
| WHI TRUST Co LLC | 10K | $1.32M | −$72.5K | Cut−$72.5K |
| CHOREO, LLC | 9.97K | $1.32M | −$83.9K | Cut−$83.9K |
| SOA Wealth Advisors, LLC. | 9.94K | $1.31M | −$72.1K | Cut−$91.6K |
| EVOLVE PRIVATE WEALTH, LLC | 9.92K | $1.31M | −$71.9K | Cut−$81.1K |
| NEPC LLC | 9.9K | $1.31M | −$55.4K | Added$242.7K |
| Members Trust Co | 9.65K | $1.27M | −$69.9K | Cut−$83.3K |
| Pilgrim Partners Asia Pte Ltd | 9.62K | $1.27M | −$69.7K | Cut−$69.7K |
| Portland Global Advisors LLC | 9.55K | $1.26M | −$69.2K | Cut−$86.6K |
| MARINO, STRAM & ASSOCIATES LLC | 9.48K | $1.25M | −$68.6K | Cut−$67.8K |
| Federation des caisses Desjardins du Quebec | 9.44K | $1.25M | −$62.8K | Added$39.5K |
| Berman McAleer LLC | 9.34K | $1.23M | −$67.7K | Cut−$67.7K |
| FIFTH THIRD BANCORP | 8.98K | $1.19M | −$20.9K | Added$784.7K |
| SK Wealth Management, LLC | 8.66K | $1.16M | −$66K | Cut−$33.9K |
| WESBANCO BANK INC | 8.77K | $1.16M | −$61.6K | Cut−$26.6K |
| Financial Planning Fort Collins, LLC | 8K | $1.16M | $41.9K | Added$82.4K |
| Lido Advisors, LLC | 8.74K | $1.15M | −$60.1K | Cut−$111.7K |
| TFC Financial Management, Inc. | 8.69K | $1.15M | −$63K | Cut−$63K |
| RED CRANE WEALTH MANAGEMENT, LLC | 8.57K | $1.13M | −$62K | Cut−$60.3K |
| Round Rock Advisors LLC | 8.31K | $1.1M | −$60.2K | Cut−$89.9K |
| Destiny Capital Corp/CO | 8.31K | $1.1M | −$60.2K | Cut−$65.4K |
| PRENTISS SMITH & CO INC | 8.28K | $1.09M | −$59.9K | Cut−$74.7K |
| Abacus Planning Group, Inc. | 8.24K | $1.09M | −$59.7K | Cut−$59.6K |
| Haverford Trust Co | 8.18K | $1.08M | −$59.3K | Cut−$87.1K |
| GREENUP STREET WEALTH MANAGEMENT LLC | 8.07K | $1.07M | −$58.6K | Cut−$134.6K |
| Wealthspire Advisors, LLC | 8.05K | $1.06M | −$52K | Added$63.6K |
| Apella Capital, LLC | 7.36K | $1.06M | $29.3K | Added$140.5K |
| Legacy Edge Advisors, LLC | 8K | $1.06M | −$51.8K | Added$60.2K |
| Mutual Advisors, LLC | 7.99K | $1.06M | −$58K | Cut−$96.2K |
| Midwest Trust Co | 7.95K | $1.05M | −$56K | Cut−$26.1K |
| Evergreen Wealth Partners LLC | 7.88K | $1.04M | −$57.1K | Cut−$179.2K |
| Coastline Trust Co | 7.88K | $1.04M | −$57.1K | Cut−$57.1K |
| Mill Creek Capital Advisors, LLC | 7.83K | $1.04M | −$56.7K | Cut−$55.1K |
| Moment Partners, LLC | 7.76K | $1.03M | −$56.3K | Cut−$61.6K |
| Finley Financial, LLC | 7.61K | $1.01M | −$55.1K | Cut−$55.1K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 7.55K | $997.3K | −$54.6K | Cut−$53.2K |
| HUNTINGTON NATIONAL BANK | 7.52K | $993K | −$53.1K | Cut−$29.2K |
| Smart Portfolios, LLC | 7.49K | $989.2K | −$52.4K | Cut−$18.7K |
| Freestone Capital Holdings, LLC | 7.46K | $985.3K | −$54K | Cut−$56.4K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 7.36K | $971.7K | −$51.7K | Cut−$21.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 7.31K | $965.4K | −$52.8K | Cut−$49.1K |
| Citrine Capital LLC | 7.26K | $959.7K | −$52.5K | Cut−$50.5K |
| Curbstone Financial Management Corp | 7.15K | $944K | −$51.8K | Cut−$51.8K |
| CARRET ASSET MANAGEMENT, LLC | 7.07K | $933.8K | −$51.1K | Cut−$48.8K |
| McClarren Financial Advisors, Inc. | 6.93K | $915.1K | −$580K | Cut−$48.8K |
| Waverly Advisors, LLC | 6.88K | $908.3K | −$49.8K | Cut−$463.5K |
| FSA WEALTH PARTNERS, INC. | 6.85K | $904.5K | −$49.6K | Cut−$937.5K |
| Equitable Holdings, Inc. | 6.31K | $879.7K | −$0 | Added$1.81K |
| Westside Investment Management, Inc. | 6.55K | $865.4K | −$47.4K | Cut−$46.1K |
| Ameritas Investment Partners, Inc. | 6.53K | $863.1K | −$47.4K | Cut−$135.9K |
| Farther Finance Advisors, LLC | 6.45K | $858.9K | −$37.3K | Added$16.6K |
| MMBG INVESTMENT ADVISORS CO. | 6.37K | $840.8K | −$46.1K | Cut−$46.1K |
| Nautilus Advisors LLC | 6.2K | $819K | −$44.9K | Cut−$44.9K |
| JNBA Financial Advisors | 6.12K | $808.3K | −$44.3K | Cut−$133.5K |
| Snowden Capital Advisors LLC | 6.02K | $794.8K | −$43.7K | Cut−$419.9K |
| ENDEAVOR PRIVATE WEALTH, INC. | 6K | $792.6K | −$43.5K | Cut−$43.5K |
| Capital Investment Counsel, LLC | 6K | $792.6K | −$43.5K | Cut−$43.5K |
| Rehmann Capital Advisory Group | 5.94K | $784.7K | −$43K | Cut−$195.3K |
| Hills Bank & Trust Co | 5.94K | $784.5K | −$43K | Cut−$43K |
| GOLDMAN SACHS GROUP INC | 5.92K | $781.8K | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.91K | $780.8K | −$42.2K | Cut−$31.7K |
| Well Done, LLC | 5.91K | $780.1K | −$42.8K | Cut−$42.8K |
| Rollins Financial Advisors, LLC | 5.88K | $776.5K | −$42.6K | Cut−$42.6K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 5.81K | $767K | −$42.1K | Cut−$82.2K |
| Bank of New Hampshire | 5.79K | $764.9K | −$41.9K | Cut−$41.9K |
| Brio Consultants, LLC | 5.1K | $751.1K | $36.9K | Added$103.7K |
| MORRIS FINANCIAL CONCEPTS, INC. | 5.68K | $749.9K | −$39K | Added$117 |
| WealthShield Partners, LLC | 5.59K | $738.4K | −$40.5K | Cut−$153.4K |
| RED REEF ADVISORS LLC | 5.43K | $718K | −$39.4K | Cut−$43K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5.42K | $716.2K | −$39.2K | Cut−$67.3K |
| Mechanics Bank Trust Department | 5.4K | $713.3K | −$39.1K | Cut−$39.1K |
| Walkner Condon Financial Advisors LLC | 5.29K | $699.5K | −$38.4K | Cut−$52.8K |
| ACTION POINT FINANCIAL PLANNING, LLC | 5.29K | $698.5K | — | Held |
| HARBOUR INVESTMENTS, INC. | 5.26K | $694.6K | −$18.7K | Added$335.3K |
| GLENMEDE TRUST CO NA | 5.24K | $692.5K | −$38K | Cut−$493.9K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 5.24K | $692.3K | −$38K | Cut−$63.3K |
| McAdam, LLC | 5.22K | $689.6K | −$37.8K | Cut−$41.2K |
| Modera Wealth Management, LLC | 5.2K | $687.3K | −$37.7K | Cut−$37.7K |
| EP Wealth Advisors, LLC | 5.13K | $677.8K | −$36.5K | Cut−$23K |
| Savvy Advisors, Inc. | 5.11K | $674.3K | −$33.2K | Added$37.2K |
| Kraft, Davis & Associates, LLC | 4.59K | $669.9K | $18K | Added$18K |
| Fiduciary Trust Co | 5.05K | $667.6K | −$36.6K | Cut−$38K |
| Merit Financial Group, LLC | 5.05K | $666.5K | −$36.6K | Cut−$57.3K |
| AGF MANAGEMENT LTD | 5K | $660.5K | −$36.2K | Cut−$36.2K |
| Riverbend Wealth Management, LLC | 5K | $660.5K | −$36.2K | Cut−$36.2K |
| MATHER GROUP, LLC. | 4.99K | $659.3K | −$36.1K | Cut−$36K |
| SCS Capital Management LLC | 4.98K | $658.3K | −$36.2K | Cut−$49.7K |
| Ryan Investment Management, Inc. | 4.96K | $655.1K | −$35.9K | Cut−$558.6K |
| MAI Capital Management | 4.94K | $652.7K | −$32.4K | Added$30.2K |
| LRI Investments, LLC | 4.94K | $652.6K | −$34.6K | Cut−$12.5K |
| Marks Group Wealth Management, Inc | 4.88K | $644.4K | −$35.3K | Cut−$35.3K |
| TriaGen Wealth Management LLC | 4.87K | $643.2K | −$35.3K | Cut−$77.1K |
| Vontobel Holding Ltd. | 4.82K | $636.2K | −$34.9K | Cut−$34.9K |
| ProVise Management Group, LLC | 4.78K | $631K | −$34.6K | Cut−$35.9K |
| Facet Wealth, Inc. | 4.77K | $630.2K | −$34.9K | Added$161.9K |
| Pinnacle Financial Partners, Inc. | 4.76K | $629.3K | −$34.4K | Cut−$116.6K |
| Kesler, Norman & Wride, LLC | 4.66K | $615.9K | −$33.8K | Cut−$33.8K |
| Peak Financial Management, Inc. | 4.66K | $615.6K | −$33.8K | Cut−$37.2K |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 4.63K | $611.5K | −$33.6K | Cut−$41.1K |
| West Financial Advisors, LLC | 4.6K | $607.1K | −$33.3K | Cut−$36.9K |
| WealthBridge Capital Management, LLC | 4.55K | $601.5K | −$33.1K | Cut−$32.9K |
| Richmond Investment Services, LLC | 4.52K | $597.4K | −$32.8K | Cut−$32.8K |
| CWS Financial Advisors, LLC | 4.41K | $583K | −$32.1K | Cut−$38.6K |
| ASL Financial, LLC | 4.4K | $580.7K | −$20.9K | Cut−$31.8K |
| SAGE FINANCIAL GROUP INC | 4.39K | $579.4K | −$31.8K | Cut−$31.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.39K | $579.4K | −$12.3K | Added$342.6K |
| Meridian Financial Advisors, LLC | 4.3K | $568K | −$31.2K | Cut−$31.2K |
| First Command Advisory Services, Inc. | 4.29K | $567.4K | −$31.1K | Cut−$33.3K |
| JOHNSON INVESTMENT COUNSEL INC | 4.28K | $565.9K | −$31K | Cut−$31K |
| Connecticut Wealth Management, LLC | 4.26K | $562.8K | −$28.3K | Added$16K |
| Opulen Financial Group LLC | 4.25K | $562.1K | −$30.7K | Cut−$29.4K |
| Sharper & Granite LLC | 4.21K | $556.1K | −$30.5K | Cut−$50.3K |
| Western Wealth Management, LLC | 4.2K | $554.8K | −$30.4K | Cut−$29.1K |
| Bank Julius Baer & Co. Ltd, Zurich | 4.18K | $552.3K | −$30.4K | Cut−$68.8K |
| FRANKLIN RESOURCES INC | 4.17K | $550.5K | −$30.2K | Cut−$1.04M |
| Mill Capital Management, LLC | 4.15K | $548.2K | −$30.1K | Cut−$30.1K |
| RITHOLTZ WEALTH MANAGEMENT | 4.1K | $541.1K | −$29.7K | Cut−$29.7K |
| Harbor Group, Inc. | 4.05K | $535.7K | −$26.8K | Added$20.9K |
| CIBC Asset Management Inc | 4.01K | $529.7K | −$29.1K | Cut−$29.1K |
| Progressive Investment Management Corp | 4K | $528.4K | −$29K | Cut−$29K |
| Bradley & Co. Private Wealth Management, LLC | 3.98K | $526.3K | −$28.9K | Cut−$28.9K |
Who left
- NewEdge Advisors, LLC$8.27M
- BROWN ADVISORY INC$5.34M
- Granite Investment Partners, LLC$5.11M
- Elevation Capital Advisory, LLC$2.33M
- TIAA TRUST, NATIONAL ASSOCIATION$1.95M
- Vestmark Advisory Solutions, Inc.$1.79M
- DSM CAPITAL PARTNERS LLC$1.22M
- RIVERBRIDGE PARTNERS LLC$1.15M
- ELEVATION POINT WEALTH PARTNERS, LLC$896.5K
- J.W. COLE ADVISORS, INC.$855.8K
- TruNorth Capital Management, LLC$687.6K
- EARNED WEALTH ADVISORS, LLC$351.8K
- White Lighthouse Investment Management Inc.$321.1K
- NEUBERGER BERMAN GROUP LLC$291.5K
- AFFINITY WEALTH MANAGEMENT LLC$282.3K
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.