Stock
Reported value
$5.57B
Holders
656
+64 new · −48 exited
Holders’ est. mark
$11.5M
Price effect on 230 books still in the name
Largest holder
$444.8M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $85.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8.73M | $444.8M | $785.7K | Cut−$5.33M |
| MORGAN STANLEY | 6.4M | $326M | $552.3K | Added$13.9M |
| AMERIPRISE FINANCIAL INC | 6.28M | $320M | $200.6K | Added$215M |
| NORTHERN TRUST CORP | 5.48M | $279M | $490.8K | Added$1.62M |
| LPL Financial LLC | 4.49M | $228.9M | $375K | Added$17M |
| WELLS FARGO & COMPANY/MN | 3.48M | $177.1M | $292.9K | Added$11.6M |
| Glenview Trust Co | 3.13M | $159.5M | $262.2K | Added$11.3M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3.05M | $155.2M | $274.1K | Cut−$4.19M |
| FRANKLIN RESOURCES INC | 3.01M | $153.5M | $271.2K | Cut−$1.39M |
| BlackRock, Inc. | 2.63M | $133.8M | $236.4K | Cut−$1.26K |
| UBS Group AG | 2.51M | $127.9M | $207.4K | Added$10.7M |
| PNC Financial Services Group, Inc. | 2.03M | $103.4M | $161.9K | Added$11.9M |
| ASSETMARK, INC | 1.97M | $100.1M | $172.7K | Added$2.56M |
| ROYAL BANK OF CANADA | 1.76M | $89.8M | $156.6K | Cut−$12.5M |
| RAYMOND JAMES FINANCIAL INC | 1.6M | $81.7M | $115.9K | Added$16M |
| Kensington Asset Management, LLC | 1.52M | $77.7M | $130.8K | Added$22.3M |
| DAVENPORT & Co LLC | 1.48M | $75.5M | $130.2K | Added$1.58M |
| HARTLINE INVESTMENT CORP/ | 1.41M | $71.7M | $126.7K | Cut−$390.2K |
| JPMORGAN CHASE & CO | 1.4M | $70.9M | −$38.8K | Added$5.25M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1.29M | $65.5M | $115.8K | Cut−$22.3M |
| Steward Partners Investment Advisory, LLC | 1.11M | $56.5M | $99.5K | Added$309.7K |
| Cetera Investment Advisers | 1.09M | $55.3M | $96.6K | Added$798.9K |
| TRUIST FINANCIAL CORP | 1M | $51M | $90.2K | Cut−$583.1K |
| ENVESTNET ASSET MANAGEMENT INC | 999.1K | $50.9M | $89.9K | Cut−$12.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 937.7K | $47.8M | — | New |
| BARINGS LLC | 780K | $39.7M | $70.2K | Added$70.2K |
| Verdence Capital Advisors LLC | 772.3K | $39.3M | $69.1K | Added$290.5K |
| OSAIC HOLDINGS, INC. | 766.7K | $39.1M | $68.5K | Cut−$36K |
| Demars Financial Group, LLC | 707.4K | $36M | $63.7K | Cut−$397.7K |
| TriaGen Wealth Management LLC | 682.3K | $34.8M | $44.1K | Added$9.87M |
| Destination Wealth Management | 678K | $34.5M | $58.1K | Added$1.7M |
| LJI Wealth Management, LLC | 651.5K | $33.2M | $58.6K | Cut−$138.4K |
| Walker Financial Services, Inc. | 650.3K | $33.1M | $49.3K | Added$5.27M |
| Focus Partners Wealth | 606.1K | $30.9M | $53.9K | Added$436.3K |
| RMG Wealth Management LLC | 601.1K | $30.6M | — | New |
| Occidental Asset Management, LLC | 539K | $27.5M | $48.5K | Cut−$842.3K |
| Towercrest Capital Management | 537.2K | $27.4M | $48.2K | Cut−$1.26M |
| COMMONWEALTH EQUITY SERVICES, LLC | 531.6K | $27.1M | $38K | Added$5.63M |
| US BANCORP \DE\ | 494.4K | $25.2M | $43.4K | Added$687.7K |
| HighTower Advisors, LLC | 470K | $23.9M | $42.6K | Cut−$14.7K |
| LaFleur & Godfrey LLC | 466.1K | $23.7M | $36.5K | Added$3.12M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 407.6K | $20.8M | $43.2K | Cut−$500K |
| Willis Johnson & Associates, Inc. | 406.8K | $20.7M | $36K | Added$393.4K |
| Diversified Portfolios, Inc. | 393.7K | $20.1M | $35.5K | Cut−$405.3K |
| Financial Sense Advisors, Inc. | 387.3K | $19.7M | $34.9K | Cut−$11.7M |
| Modera Wealth Management, LLC | 368.4K | $18.8M | $33.2K | Cut−$1.01M |
| GOLDMAN SACHS GROUP INC | 346.7K | $17.7M | $31.2K | Cut−$1.01M |
| Proficio Capital Partners LLC | 343.3K | $17.5M | $30.9K | Cut−$382.1K |
| MML INVESTORS SERVICES, LLC | 339.3K | $17.3M | $30.5K | Cut−$5.03M |
| CAPTRUST FINANCIAL ADVISORS | 334.7K | $17.1M | $27.2K | Added$1.68M |
| Mariner, LLC | 326K | $16.6M | $28K | Added$533.4K |
| RFG Advisory, LLC | 317.8K | $16.2M | $27.1K | Added$877.5K |
| Avior Wealth Management, LLC | 311.2K | $15.9M | $28K | Cut−$2.57M |
| Sigma Planning Corp | 308.8K | $15.7M | $27K | Added$466.5K |
| CIBC WORLD MARKET INC. | 305.1K | $15.5M | $13.7K | Added$7.81M |
| MCMORGAN & CO LLC | 297.3K | $15.1M | $26.8K | Cut−$18.7M |
| GUGGENHEIM CAPITAL LLC | 295.6K | $15.1M | $26.6K | Cut−$645K |
| HUNTINGTON NATIONAL BANK | 295.2K | $15M | $8.29K | Added$10.4M |
| TRUSTMARK BANK TRUST DEPARTMENT | 286K | $14.6M | $25.7K | Cut−$37.5M |
| Merit Financial Group, LLC | 284K | $14.5M | $24.3K | Added$721.9K |
| Colonial Trust Advisors | 283.7K | $14.5M | $23.9K | Added$929.6K |
| STIFEL FINANCIAL CORP | 276.7K | $14.1M | $25.2K | Cut−$1.6M |
| Kestra Advisory Services, LLC | 275.1K | $14M | $24.8K | Cut−$222.1K |
| Alliance Wealth Management Group | 266.8K | $13.6M | $23.9K | Cut−$457K |
| Florida Trust Wealth Management Co | 265K | $13.5M | $23.8K | Cut−$509.5K |
| FINANCIAL ADVISORY PARTNERS, LLC | 262.6K | $13.4M | $23.5K | Added$91.4K |
| Cascade Wealth Advisors, Inc | 257.9K | $13.1M | −$30.3K | Added$254.1K |
| SAX WEALTH ADVISORS, LLC | 244.9K | $12.5M | $0 | Held |
| PARSONS CAPITAL MANAGEMENT INC/RI | 243.6K | $12.4M | $20.6K | Added$756.7K |
| BNP PARIBAS FINANCIAL MARKETS | 241.2K | $12.3M | $16.8K | Added$2.77M |
| Alpha Zero LLC | 226.1K | $11.5M | $16.7K | Added$2.08M |
| Summit Portfolio Management, LTD. | 222.1K | $11.3M | — | Held |
| WNY Asset Management, LLC | 221K | $11.3M | — | Held |
| HOGE FINANCIAL SERVICES, LLC | 212.3K | $10.8M | $17.5K | Added$945.1K |
| Investment Planning Advisors, Inc. | 211.8K | $10.8M | — | New |
| Rockefeller Capital Management L.P. | 211.7K | $10.8M | $19K | Cut−$41.1K |
| Crestwood Advisors Group, LLC | 209.1K | $10.7M | $10.9K | Added$4.52M |
| Rezny Wealth Management, Inc. | 232K | $10.5M | −$1.31M | Cut−$1.31M |
| Tower Research Capital LLC (TRC) | 205.7K | $10.5M | — | New |
| Piedmont Capital Management, LLC | 196.6K | $9.98M | −$16K | Added$695.6K |
| MOULTON WEALTH MANAGEMENT, INC | 196.5K | $9.97M | — | New |
| SCOTIA CAPITAL INC. | 194.2K | $9.89M | $17.5K | Cut−$550.6K |
| JAMES INVESTMENT RESEARCH, INC. | 192.4K | $9.81M | $17.3K | Cut−$350.4K |
| Equitable Holdings, Inc. | 191.9K | $9.76M | $216 | Cut−$1.32M |
| Chesley Taft & Associates LLC | 191.5K | $9.76M | $16.4K | Added$490.2K |
| CARY STREET PARTNERS FINANCIAL LLC | 187.6K | $9.56M | $16.7K | Added$120.7K |
| Shira Ridge Wealth Management | 184.4K | $9.4M | $12.5K | Added$2.34M |
| Ifrah Financial Services, Inc. | 184K | $9.37M | $16.6K | Cut−$1.86M |
| HOHIMER WEALTH MANAGEMENT, LLC | 182.3K | $9.29M | $14.2K | Added$1.3M |
| Perennial Advisors, LLC | 178.9K | $9.12M | $15.4K | Added$408.6K |
| Penobscot Investment Management Company, Inc. | 174K | $8.86M | $15.1K | Added$350.8K |
| Orange Investment Advisors, Inc. | 173.4K | $8.83M | $14.8K | Added$497.5K |
| Windsor Capital Management, LLC | 173.1K | $8.82M | $15.2K | Added$239.6K |
| Single Point Partners, LLC | 171.8K | $8.75M | $15.1K | Added$212.3K |
| CreativeOne Wealth, LLC | 165.8K | $8.45M | $14.9K | Cut−$661.9K |
| Atria Investments, Inc | 164.3K | $8.37M | $3.3K | Added$6.51M |
| OLD MISSION CAPITAL LLC | 163.1K | $8.31M | — | New |
| PACES FERRY WEALTH ADVISORS, LLC | 162.8K | $8.29M | $13.7K | Added$546.5K |
| Baird Financial Group, Inc. | 160.4K | $8.17M | $14.4K | Cut−$117.5K |
| FC Advisory LLC | 159.7K | $8.14M | $13.9K | Added$288.7K |
| WESCAP Management Group, Inc. | 156K | $7.95M | $14K | Added$55.6K |
| Allianz Asset Management GmbH | 154.7K | $7.88M | — | New |
| Forbes Financial Planning, Inc. | 152.3K | $7.76M | $7.07K | Added$656.3K |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 150.7K | $7.68M | $9.52K | Added$2.31M |
| WorthPointe, LLC | 149.7K | $7.63M | $9.38K | Added$2.34M |
| Compound Planning, Inc. | 148.4K | $7.56M | $12.5K | Added$503.6K |
| COURIER CAPITAL LLC | 147.2K | $7.5M | $12.9K | Added$203.5K |
| Stratos Wealth Partners, LTD. | 143.9K | $7.33M | $12.7K | Added$141.5K |
| Grey Ledge Advisors, LLC | 143.5K | $7.31M | $12.9K | Cut−$2.17M |
| Turning Point Benefit Group, Inc. | 142.9K | $7.25M | −$12.9K | Cut−$5.43M |
| Monetary Solutions, Ltd | 141K | $7.18M | $12.7K | Cut−$37.9K |
| Probity Advisors, Inc. | 140.9K | $7.18M | $12.3K | Added$229.6K |
| NATIONAL BANK OF CANADA /FI/ | 138.5K | $7.06M | $12.5K | Cut−$1.67M |
| Alesco Advisors LLC | 138.5K | $7.06M | $7.78K | Added$2.66M |
| OPPENHEIMER & CO INC | 137.4K | $7M | $12.4K | Cut−$166.2K |
| Colonial Trust Co / SC | 135K | $6.88M | $11.1K | Added$606.8K |
| Wealthcare Advisory Partners LLC | 134.4K | $6.85M | $10.6K | Added$832K |
| FCA CORP /TX | 132.8K | $6.77M | $11.5K | Added$266.5K |
| Beirne Wealth Consulting Services, LLC | 130.2K | $6.64M | $10.3K | Added$708.9K |
| OneDigital Investment Advisors LLC | 129.6K | $6.6M | $11.7K | Cut−$2.8M |
| Buska Wealth Management, LLC | 129.1K | $6.58M | $11.6K | Cut−$800.3K |
| Independent Solutions Wealth Management, LLC | 126K | $6.42M | $6.42K | Added$2.79M |
| Kesler, Norman & Wride, LLC | 125.9K | $6.41M | $11.2K | Added$91.3K |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 125.2K | $6.38M | $11K | Added$167.7K |
| Castle Rock Wealth Management, LLC | 123.4K | $6.26M | −$16.1K | Added$198.9K |
| Ocean Park Asset Management, LLC | 122.5K | $6.24M | $11K | Cut−$746.8K |
| JT Stratford LLC | 120.4K | $6.14M | $10K | Added$460.3K |
| Callan Family Office, LLC | 119.1K | $6.07M | $10.4K | Added$194.1K |
| Nilsine Partners, LLC | 118.6K | $6.05M | $17.8K | Cut−$330.1K |
| Advisory Services Network, LLC | 118.2K | $6.02M | $7.62K | Added$1.71M |
| BANK OF MONTREAL /CAN/ | 117.8K | $6M | $9.3K | Added$751.6K |
| Impact Capital Partners LLC | 116.1K | $5.92M | $10.3K | Added$104.9K |
| PRINCIPAL FINANCIAL GROUP INC | 115K | $5.86M | $3.31K | Added$3.99M |
| Advocacy Wealth Management, LLC | 113.5K | $5.78M | $9.1K | Added$637.3K |
| JONES FINANCIAL COMPANIES LLLP | 110.5K | $5.61M | −$8.23K | Added$1.42M |
| Independent Advisor Alliance | 109.7K | $5.59M | $3.34K | Added$3.72M |
| Everest Financial Group LLC | 108.1K | $5.51M | — | New |
| CWM, LLC | 106.2K | $5.41M | $5.4M | Added$5.39M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 106K | $5.4M | $560 | Added$5.08M |
| Regal Investment Advisors LLC | 103.1K | $5.25M | $8.83K | Added$265.7K |
| Sanctuary Advisors, LLC | 102.5K | $5.22M | $8.28K | Added$546.4K |
| Haverford Trust Co | 100.9K | $5.14M | $9.08K | Cut−$1.02M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 99.1K | $5.05M | $8.93K | Cut−$1.42M |
| Weaver Consulting Group | 98.7K | $5.03M | $8.86K | Cut−$282K |
| AE Wealth Management LLC | 97.1K | $4.95M | $8.77K | Cut−$242K |
| Baring Financial LLC | 94.9K | $4.84M | $8.14K | Added$223.8K |
| WHITE PINE CAPITAL LLC | 94.9K | $4.83M | $8.47K | Added$45.5K |
| One Wealth Map LLC | 92.5K | $4.71M | — | New |
| Creative Planning | 90.8K | $4.63M | $5.02K | Added$1.77M |
| Crews Bank & Trust | 90.4K | $4.61M | $7.24K | Added$516.7K |
| WealthTrust Asset Management, LLC | 89K | $4.54M | $8K | Cut−$161K |
| RWA WEALTH PARTNERS, LLC | 88.6K | $4.51M | $8K | Cut−$923.8K |
| Corient Private Wealth LLC | 88.5K | $4.51M | $7.97K | Cut−$151.9K |
| Tempo Wealth, LLC | 86.6K | $4.41M | $3.36K | Added$2.52M |
| THRYVE WEALTH MANAGEMENT LLC | 86K | $4.38M | $5.76K | Added$1.13M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 84.9K | $4.33M | $7.64K | Cut−$125.9K |
| 1832 Asset Management L.P. | 84.2K | $4.29M | $7.58K | Cut−$36M |
| Marex Group plc | 83.6K | $4.26M | — | New |
| Powers Advisory Group, LLC | 83.4K | $4.25M | $6.17K | Added$780.3K |
| AlphaStar Capital Management, LLC | 83.1K | $4.23M | $6.55K | Added$538.5K |
| Private Advisor Group, LLC | 82.3K | $4.19M | $7.42K | Cut−$254.6K |
| FIFTH THIRD BANCORP | 81.4K | $4.15M | $200 | Added$4.04M |
| Hilltop Holdings Inc. | 80.6K | $4.11M | $7.25K | Cut−$2.4M |
| Scarborough Advisors, LLC | 80.4K | $4.1M | $7.23K | Cut−$45.9K |
| Insight Wealth Strategies, LLC | 80.4K | $4.09M | $7.15K | Added$47.5K |
| Weitzel Financial Services, Inc. | 80.3K | $4.08M | −$7.32K | Cut−$77.4K |
| Virtus Family Office LLC | 79.6K | $4.06M | $7.16K | Cut−$450.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 79.5K | $4.05M | $2.53K | Added$2.61M |
| Napier Financial, LLC | 78.8K | $4.01M | $7.05K | Cut−$266K |
| Darden Wealth Group Inc | 78.1K | $3.98M | $7.01K | Cut−$73.5K |
| CIBC Bancorp USA Inc. | 79.3K | $3.89M | — | Held |
| Kingsview Wealth Management, LLC | 71.7K | $3.65M | $6.05K | Added$233.4K |
| Bleakley Financial Group, LLC | 71.7K | $3.65M | $6.19K | Added$155.8K |
| HARBOUR INVESTMENTS, INC. | 71.3K | $3.63M | $5.91K | Added$302.9K |
| Farther Finance Advisors, LLC | 71.3K | $3.62M | −$9.48K | Added$179.5K |
| MONEY CONCEPTS CAPITAL CORP | 70.8K | $3.61M | $466 | Added$3.33M |
| Blue Capital, Inc. | 70.6K | $3.6M | $4.77K | Added$900.7K |
| EverSource Wealth Advisors, LLC | 70K | $3.57M | $6.29K | Cut−$2.01M |
| Golden State Equity Partners | 69.4K | $3.54M | $4.2K | Added$1.18M |
| AXXCESS WEALTH MANAGEMENT, LLC | 69.4K | $3.54M | $5.58K | Added$385.6K |
| D.A. DAVIDSON & CO. | 69K | $3.51M | $5.81K | Added$208.1K |
| Princeton Global Asset Management LLC | 68.8K | $3.5M | $5.82K | Added$203.8K |
| AdvisorNet Financial, Inc | 68.1K | $3.47M | $6.13K | Cut−$69.7K |
| MGO ONE SEVEN LLC | 66.5K | $3.39M | $5.46K | Added$295.5K |
| Sowell Financial Services LLC | 65.7K | $3.35M | $5.9K | Added$33.8K |
| Elmwood Wealth Management, Inc. | 65.5K | $3.34M | $5.91K | Cut−$105.9K |
| Brookstone Capital Management | 65.2K | $3.32M | $5.67K | Added$130.5K |
| StoneX Group Inc. | 64.8K | $3.3M | $667 | Added$1M |
| ETF Store, Inc. | 64.3K | $3.27M | $5.08K | Added$406.6K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 63.9K | $3.26M | $5.51K | Added$134K |
| Sidoxia Capital Management, LLC | 63.2K | $3.22M | — | Held |
| Wealthspire Retirement, LLC | 62.2K | $3.17M | $5.17K | Added$246.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 62.1K | $3.16M | $5.57K | Cut−$181.5K |
| Asset One Wealth Management LLC | 61.6K | $3.14M | −$893 | Added$865K |
| Allworth Financial LP | 61K | $3.11M | $5.47K | Cut−$139.2K |
| NorthRock Partners, LLC | 60.8K | $3.1M | $5.48K | Cut−$151.4K |
| BEACON FINANCIAL GROUP | 59.8K | $3.05M | $4.37K | Added$571.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 59.3K | $3.01M | −$5.09K | Added$1.16M |
| PFG Advisors | 58.5K | $2.98M | $4.71K | Added$318.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 58.4K | $2.97M | $5.25K | Cut−$145K |
| WRAPMANAGER INC | 57.9K | $2.95M | $4.9K | Added$183K |
| Arkadios Wealth Advisors | 57.7K | $2.94M | $5K | Added$100.2K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 57.4K | $2.92M | $5.13K | Added$27.5K |
| Oxinas Partners, LLC | 57.2K | $2.91M | $3.37K | Added$1.01M |
| Brookwood Investment Group LLC | 57.1K | $2.91M | $5.13K | Cut−$382.2K |
| Hardworking Capital Advisors, LLC | 57.1K | $2.91M | $4.98K | Added$102K |
| CHATHAM CAPITAL GROUP, INC. | 56.8K | $2.89M | $5.11K | Cut−$2.53M |
| Integrated Wealth Concepts LLC | 56.2K | $2.86M | $4.62K | Added$240.9K |
| Aspen Wealth Management LLC | 55.9K | $2.85M | — | New |
| Capital Asset Advisory Services LLC | 55.3K | $2.81M | −$0 | Added$73.2K |
| Ameritas Advisory Services, LLC | 54.8K | $2.79M | $1.69K | Added$1.82M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 64.8K | $2.76M | −$535.3K | Cut−$512.7K |
| Transamerica Financial Advisors, LLC | 53.4K | $2.72M | $4.84K | Cut−$158.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | 52.9K | $2.69M | — | New |
| Compass Financial Group, Inc. (Ohio) | 52K | $2.65M | $4.48K | Added$121.8K |
| Glass Jacobson Investment Advisors llc | 51.1K | $2.6M | $4.63K | Cut−$253.4K |
| ARVEST INVESTMENTS, INC. | 50.8K | $2.59M | $4.06K | Added$300.2K |
| Pinnacle Financial Partners, Inc. | 50.8K | $2.59M | $3.29K | Added$727.3K |
| Advisors Preferred, LLC | 49.1K | $2.5M | — | New |
| XY Planning Network, Inc. | 49K | $2.48M | −$5.89K | Added$351.9K |
| Bright Futures Wealth Management, LLC. | 47.5K | $2.42M | $2.68K | Added$903.5K |
| Destiny Wealth Partners, LLC | 47.3K | $2.41M | −$2.84K | Cut−$101.7K |
| D L CARLSON INVESTMENT GROUP INC | 47.3K | $2.41M | — | New |
| LCNB CORP | 44.1K | $2.25M | $2.73K | Added$705.8K |
| TRB Wealth Management, LLC | 43.4K | $2.21M | — | Held |
| Independent Wealth Network Inc. | 42.7K | $2.18M | $3.86K | Cut−$32.8K |
| REGIONS FINANCIAL CORP | 42.5K | $2.16M | $1.08K | Added$1.56M |
| TOEWS CORP /ADV | 41.2K | $2.1M | $3.71K | Cut−$148.9K |
| Hudson Portfolio Management LLC | 41.1K | $2.1M | $3.7K | Cut−$195.9K |
| CALTON & ASSOCIATES, INC. | 40.2K | $2.05M | $2.89K | Added$410.1K |
| Nutshell Asset Management Ltd | 40K | $2.04M | $3.6K | Added$3.6K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 40K | $2.04M | $3.6K | Cut−$1.29M |
| Collaborative Fund Advisors, LLC | 39.5K | $2.01M | — | Held |
| Arax Advisory Partners | 39.5K | $2.01M | $1.19K | Added$1.34M |
| Blue Fin Capital, Inc. | 39.3K | $2M | $3.31K | Added$140.2K |
| Dynamic Advisor Solutions LLC | 39.2K | $2M | $3.06K | Added$268.5K |
| WALLER FINANCIAL PLANNING GROUP, INC | 38.8K | $1.98M | $3.47K | Added$19.3K |
| NTV Asset Management LLC | 37.2K | $1.9M | $2.84K | Added$293.3K |
| Bigelow Investment Advisors, LLC | 36.6K | $1.86M | $3.29K | Cut−$107.8K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 36.1K | $1.84M | $3.26K | Cut−$17K |
| Mutual Advisors, LLC | 36K | $1.84M | $3.27K | Cut−$50.8K |
| Beaird Harris Wealth Management, LLC | 35.9K | $1.83M | $3.21K | Cut−$146.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 35.5K | $1.81M | $3.2K | Cut−$56K |
| WCG Wealth Advisors LLC | 35.5K | $1.81M | $2.5K | Added$411.6K |
| Smartleaf Asset Management LLC | 35.3K | $1.79M | $12 | Added$867.6K |
| Outlook Wealth Advisors, LLC | 35K | $1.78M | $3.15K | Cut−$19.5K |
| Sovran Advisors, LLC | 34.9K | $1.78M | $3.21K | Added$147K |
| HSBC HOLDINGS PLC | 34.5K | $1.76M | $3.1K | Added$3.1K |
| Bonfire Financial | 34.3K | $1.75M | $3.07K | Cut−$282K |
| Callahan Advisors, LLC | 34.1K | $1.74M | $3.08K | Cut−$228.5K |
Who left
- Capital Advisory Group Advisory Services, LLC$9.03M
- KW WEALTH MANAGEMENT LLC$5.16M
- Monument Capital Management$4.73M
- MEITAV INVESTMENT HOUSE LTD$2.05M
- ALLSTATE CORP$1.71M
- OBSIDIAN CIO, LLC$1.57M
- NewEdge Advisors, LLC$1.4M
- Edgestream Partners, L.P.$1.38M
- Heck Capital Advisors, LLC$1.05M
- Crabel Capital Management, LLC$807.3K
- Holos Integrated Wealth LLC$797K
- UNION SAVINGS BANK$793.1K
- Meridian Financial Partners LLC$792.3K
- Alexis Investment Partners, LLC$750.9K
- RiverTree Advisors, LLC$706.4K
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.