Stock
Reported value
$2.88B
Holders
384
+54 new · −25 exited
Holders’ est. mark
−$11.2M
Price effect on 237 books still in the name
Largest holder
$170.1M
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/ | 7.31M | $170.1M | −$1.06M | Cut−$916.1K |
| MORGAN STANLEY | 6.69M | $155.7M | −$798.7K | Added$26.8M |
| Aptus Capital Advisors, LLC | 6.38M | $148.4M | −$925.2K | Cut−$7.45M |
| CAPITAL ADVISORS INC/OK | 5.08M | $118.2M | −$695.8K | Added$5.93M |
| MERCER GLOBAL ADVISORS INC /ADV | 5.03M | $117.1M | −$729.9K | Cut−$14.2M |
| SHUFRO ROSE & CO LLC | 3.98M | $92.5M | −$551.7K | Added$3.47M |
| Capital Investment Advisors, LLC | 3.86M | $89.9M | −$539.7K | Added$2.76M |
| UBS Group AG | 3.68M | $85.6M | −$509.4K | Added$3.41M |
| Lido Advisors, LLC | 3.27M | $76M | −$281.7K | Added$42.6M |
| RAYMOND JAMES FINANCIAL INC | 3.17M | $73.8M | −$428K | Added$4.7M |
| HM PAYSON & CO | 2.83M | $65.8M | −$313.5K | Added$15.2M |
| LPL Financial LLC | 2.38M | $55.4M | −$309.4K | Added$5.49M |
| ROYAL BANK OF CANADA | 2.34M | $54.4M | −$316.4K | Added$3.38M |
| WELLS FARGO & COMPANY/MN | 2.13M | $49.4M | −$304.9K | Added$221.3K |
| SUMMITRY LLC | 1.91M | $44.3M | −$266.4K | Added$1.33M |
| HighTower Advisors, LLC | 1.86M | $43.4M | −$256.8K | Added$1.91M |
| Sound View Wealth Advisors Group, LLC | 1.77M | $41.1M | −$234K | Added$3.32M |
| WOODMONT INVESTMENT COUNSEL LLC | 1.75M | $40.7M | −$253.1K | Cut−$108.3K |
| Klingman & Associates, LLC | 1.58M | $36.8M | −$223.2K | Added$746.2K |
| SIGMA INVESTMENT COUNSELORS INC | 1.54M | $35.9M | −$219.6K | Added$442.2K |
| Gratus Wealth Advisors, LLC | 1.51M | $35.1M | −$206K | Added$1.84M |
| Venture Visionary Partners LLC | 1.49M | $34.7M | −$363.5K | Added$2.94M |
| Wealthcare Advisory Partners LLC | 1.18M | $27.5M | −$166K | Added$700.2K |
| Meiji Yasuda Life Insurance Co | 1.18M | $27.4M | −$136K | Added$5.47M |
| Seven Springs Wealth Group, LLC | 1.16M | $27.1M | −$166.7K | Added$183.9K |
| Kathmere Capital Management, LLC | 1.15M | $26.8M | −$150.3K | Added$2.6M |
| RVW Wealth, LLC | 1.15M | $26.7M | −$153.7K | Added$1.91M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.15M | $26.7M | −$166.2K | Cut−$1.43M |
| Advisors Capital Management, LLC | 1.14M | $26.4M | −$159.1K | Added$772.5K |
| Summit Financial, LLC | 1.11M | $25.9M | −$154.9K | Added$895.1K |
| AMERIPRISE FINANCIAL INC | 1.1M | $25.6M | −$152.9K | Added$794.2K |
| Howland Capital Management LLC | 1.02M | $23.6M | −$140.6K | Added$925.8K |
| THREADGILL FINANCIAL, LLC | 923.4K | $21.5M | −$527.5K | Added$20.6M |
| MV CAPITAL MANAGEMENT, INC. | 871.2K | $20.3M | −$115.2K | Added$1.66M |
| Kestra Advisory Services, LLC | 806.9K | $18.8M | −$98.3K | Added$2.91M |
| Summit Asset Management, LLC | 778.2K | $18.1M | −$111.5K | Added$110.7K |
| US BANCORP \DE\ | 687.4K | $16M | −$91.1K | Added$1.29M |
| First National Trust Co | 661.3K | $15.4M | −$72.5K | Added$3.68M |
| CAPTRUST FINANCIAL ADVISORS | 653.3K | $15.2M | −$85.6K | Added$1.38M |
| Arrow Financial Corp | 641.6K | $14.9M | −$87.5K | Added$801.7K |
| BlackRock, Inc. | 615K | $14.3M | −$55.9K | Added$5.28M |
| Rockefeller Capital Management L.P. | 593.7K | $13.8M | −$83.9K | Added$271.6K |
| STIFEL FINANCIAL CORP | 563.1K | $13.1M | −$81.7K | Cut−$3.51M |
| Robertson Stephens Wealth Management, LLC | 562.1K | $13.1M | −$74.5K | Added$1.05M |
| Ironwood Financial, llc | 559.1K | $13M | −$80.6K | Added$429.6K |
| NOVEM GROUP | 551.5K | $12.8M | −$68.2K | Added$1.81M |
| Windsor Capital Management, LLC | 543.3K | $12.6M | −$76K | Added$361.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 530K | $12.3M | −$67.6K | Added$1.42M |
| Ruggaard & Associates LLC | 511.8K | $11.9M | −$72.9K | Added$143.3K |
| LYELL WEALTH MANAGEMENT, LP | 504.6K | $11.7M | −$70.5K | Added$361.2K |
| Baltimore-Washington Financial Advisors, Inc. | 503.9K | $11.7M | −$59.5K | Added$2.11M |
| Probity Advisors, Inc. | 500.4K | $11.6M | −$65.6K | Added$1.05M |
| Glenview Trust Co | 495.1K | $11.5M | −$53.8K | Added$2.83M |
| CENTRAL TRUST Co | 483.3K | $11.2M | −$63.2K | Added$1.04M |
| Commonwealth Financial Services, LLC | 464.3K | $10.8M | −$62.8K | Added$670.4K |
| Motley Fool Wealth Management, LLC | 461.8K | $10.7M | −$67K | Cut−$3.58M |
| Mesirow Financial Investment Management, Inc. | 454.4K | $10.6M | −$31.4K | Added$5.5M |
| REBALANCE, LLC | 453K | $10.5M | −$63.2K | Added$346.7K |
| ES4, LLC | 452.7K | $10.5M | — | New |
| Parkway Wealth Management Group, LLC | 436.7K | $10.2M | −$61K | Added$947.4K |
| BENJAMIN EDWARDS INC | 430.1K | $10M | −$61K | Added$149.4K |
| MCF Advisors LLC | 424.3K | $9.87M | −$53.8K | Added$1.19M |
| ENVESTNET ASSET MANAGEMENT INC | 414.1K | $9.63M | −$30.5K | Added$4.71M |
| SPINNAKER TRUST | 410.8K | $9.55M | −$44.2K | Added$2.42M |
| First International Bank of Israel Ltd. | 395K | $9.19M | −$57.3K | Cut−$72.5K |
| Citadel | 379.6K | $8.83M | −$6.52K | Added$7.78M |
| Cornerstone Planning, LLC | 361.4K | $8.43M | −$6.4K | Added$6.65M |
| Stratos Wealth Partners, LTD. | 337.5K | $7.85M | −$26.3K | Added$3.6M |
| Guidance Point Advisors, LLC | 322.3K | $7.5M | −$45.7K | Added$138.8K |
| ARCADIA INVESTMENT ADVISORS LLC | 321.6K | $7.48M | −$43.7K | Added$431.9K |
| Allworth Financial LP | 315.7K | $7.34M | — | New |
| LBMC INVESTMENT ADVISORS, LLC | 307.6K | $7.15M | −$39.7K | Added$744.3K |
| Envision Financial Planning, LLC | 303.4K | $7.06M | −$44K | Cut−$118.8K |
| Praetorian Wealth Management, Inc. | 290K | $6.74M | −$41.9K | Added$413.6K |
| J.W. COLE ADVISORS, INC. | 280.2K | $6.52M | −$40K | Added$54.1K |
| Equitable Holdings, Inc. | 279.2K | $6.5M | −$5.04K | Added$5.5M |
| Parallel Advisors, LLC | 278.8K | $6.48M | −$87.2K | Cut−$94.4K |
| InvesTrust | 273.1K | $6.35M | −$36.6K | Added$442.3K |
| Beacon Pointe Advisors, LLC | 267.3K | $6.22M | −$33.3K | Added$840K |
| IFP Advisors, Inc | 265.9K | $6.19M | −$34.3K | Added$651.5K |
| CWM, LLC | 263.9K | $6.14M | $5.31M | Added$6.13M |
| Penobscot Investment Management Company, Inc. | 262.9K | $6.11M | −$35.4K | Added$399.9K |
| OneDigital Investment Advisors LLC | 247K | $5.74M | −$35.7K | Cut−$14.7K |
| HAMEL ASSOCIATES, INC. | 246.7K | $5.74M | −$33K | Added$407.1K |
| Signature Wealth Management Group | 245.8K | $5.72M | −$35.6K | Cut−$42.3K |
| Atlantic Union Bankshares Corp | 240.2K | $5.59M | −$34.7K | Cut−$11.6K |
| Krilogy Financial LLC | 226.4K | $5.27M | −$39.1K | Added$32.7K |
| HANCOCK WHITNEY CORP | 224.9K | $5.23M | −$30.9K | Added$244.3K |
| Atria Investments, Inc | 224.5K | $5.22M | −$30.4K | Added$322.1K |
| Houlihan Financial Resource Group, Ltd. | 223.2K | $5.19M | −$43.4K | Added$55.1K |
| Strid Group, LLC | 222.1K | $5.17M | −$20.7K | Added$1.83M |
| Snowden Capital Advisors LLC | 219.2K | $5.1M | −$30.3K | Added$208.6K |
| Winthrop Partners - WNY, LLC | 218.2K | $5.08M | −$30.4K | Added$161.2K |
| Merit Financial Group, LLC | 207.6K | $4.83M | −$23.5K | Added$1.03M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 205.2K | $4.77M | −$3.52K | Added$4.21M |
| Cetera Investment Advisers | 199.9K | $4.65M | −$27.6K | Added$201.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 200K | $4.65M | −$20.5K | Added$1.67M |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 199.1K | $4.63M | −$28.9K | Cut−$63.3K |
| Cherry Tree Wealth Management, LLC | 195.6K | $4.55M | −$28.4K | Cut−$42.7K |
| REGIONS FINANCIAL CORP | 194.6K | $4.53M | −$24.5K | Added$569.5K |
| Sowell Financial Services LLC | 193.2K | $4.49M | −$27.2K | Added$113.4K |
| Leo Wealth, LLC | 191.2K | $4.45M | −$25.2K | Added$375.1K |
| Chicago Partners Investment Group LLC | 188.2K | $4.38M | −$1.61K | Added$4.13M |
| 4Thought Financial Group Inc. | 186.7K | $4.34M | −$27.1K | Cut−$101.2K |
| Cornell Pochily Investment Advisors, Inc. | 185.6K | $4.32M | −$21.1K | Added$903.4K |
| MEMBERS WEALTH LLC | 183.8K | $4.28M | −$27.7K | Added$227K |
| Crews Bank & Trust | 183.3K | $4.26M | −$18.2K | Added$1.33M |
| JPMORGAN CHASE & CO | 183.8K | $4.26M | −$15.4K | Added$2.58M |
| Newman Dignan & Sheerar, Inc. | 182.6K | $4.25M | −$26.5K | Cut−$24.9K |
| Mariner, LLC | 182K | $4.23M | −$25.9K | Added$45.7K |
| OSAIC HOLDINGS, INC. | 177.5K | $4.13M | −$26.3K | Cut−$10.3K |
| Syntegra Private Wealth Group, LLC | 176.5K | $4.11M | −$25.6K | Cut−$141.6K |
| Wilkins Miller Wealth Management, LLC | 176.1K | $4.1M | −$25.6K | Cut−$75.2K |
| Kesler, Norman & Wride, LLC | 172.2K | $4M | −$17.7K | Added$1.14M |
| Rossmore Private Capital | 171.1K | $3.98M | −$22.9K | Added$289.7K |
| EIGHT 31 FINANCIAL, LLC | 170.4K | $3.96M | −$24.7K | Cut−$119.8K |
| SONATA CAPITAL GROUP INC | 165K | $3.84M | −$18.7K | Added$825.2K |
| Integrated Wealth Concepts LLC | 161.1K | $3.75M | −$7.58K | Added$2.52M |
| JONES FINANCIAL COMPANIES LLLP | 161.3K | $3.73M | −$34.4K | Added$693.4K |
| Whalen Wealth Management Inc. | 156.6K | $3.64M | −$22.7K | Cut−$31.3K |
| PRECEDENT WEALTH PARTNERS, LLC | 152.3K | $3.54M | −$21.2K | Added$119.5K |
| ADIRONDACK TRUST CO | 151.9K | $3.53M | −$18.5K | Added$653.8K |
| LFA - Lugano Financial Advisors SA | 151.6K | $3.5M | −$48.8K | Cut−$45.8K |
| HARBOR ADVISORY CORP /MA/ | 148.9K | $3.46M | −$18.2K | Added$529.9K |
| Heartland Bank & Trust Co | 148.5K | $3.45M | −$4.29K | Added$2.76M |
| Valmark Advisers, Inc. | 146.1K | $3.4M | −$19.2K | Added$305.9K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 145K | $3.37M | — | New |
| Laurel Wealth Advisors LLC | 144.6K | $3.36M | −$27.3K | Added$236.4K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 144K | $3.35M | −$20.9K | Cut−$197.5K |
| Composition Wealth, LLC | 142.3K | $3.31M | −$13.8K | Added$1.08M |
| Stonebrook Private Inc. | 141.7K | $3.3M | −$19.9K | Added$89.8K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 140.9K | $3.28M | −$15.4K | Added$792K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 140.3K | $3.26M | −$17.9K | Added$374.8K |
| Godshalk Welsh Capital Management, Inc. | 132.8K | $3.09M | −$14.5K | Added$749.6K |
| MML INVESTORS SERVICES, LLC | 127.7K | $2.97M | −$1.83K | Added$2.67M |
| FourThought Financial Partners, LLC | 123.3K | $2.87M | −$13K | Added$777.2K |
| LifePlan Financial, LLC | 122.5K | $2.85M | −$16.8K | Added$144.7K |
| MONECO ADVISORS, LLC | 120.5K | $2.8M | −$15.4K | Added$308.2K |
| 4J Wealth Management LLC | 119K | $2.77M | −$13.4K | Added$600.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116.4K | $2.7M | −$21.3K | Added$534.9K |
| EP Wealth Advisors, LLC | 115.9K | $2.69M | −$16.2K | Added$84.6K |
| FIFTH THIRD BANCORP | 115.1K | $2.68M | −$4.14K | Added$2.01M |
| Marathon Mission, Inc. | 114.8K | $2.67M | −$15.9K | Added$106.2K |
| Belpointe Asset Management LLC | 113.4K | $2.64M | −$12.8K | Added$563.6K |
| JANE STREET GROUP, LLC | 111K | $2.58M | — | New |
| Madden Advisory Services, Inc. | 108.5K | $2.52M | −$7.25K | Added$1.35M |
| Keeler Thomas Management LLC | 106.8K | $2.48M | −$15.5K | Cut−$1.84M |
| Beaumont Asset Management, L.L.C. | 106.2K | $2.47M | −$2.26K | Added$2.11M |
| AssuredPartners Investment Advisors, LLC | 106.6K | $2.47M | — | New |
| Breachway Investments LLC | 105.3K | $2.44M | −$22.7K | Added$75K |
| Chesley Taft & Associates LLC | 102.9K | $2.39M | −$14.8K | Added$8.48K |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 101.3K | $2.35M | −$15.2K | Cut−$1.47M |
| 10Elms LLP | 97.4K | $2.3M | $6.69K | Added$1.5M |
| Northstar Group, Inc. | 96K | $2.23M | −$11.6K | Added$360.4K |
| Resonant Capital Advisors, LLC | 95.3K | $2.22M | −$12.3K | Added$238.2K |
| Associated Banc-Corp | 93.3K | $2.17M | −$12.7K | Added$118.1K |
| Meridian Wealth Management, LLC | 92K | $2.14M | −$12.7K | Added$96.6K |
| Private Advisor Group, LLC | 91.4K | $2.13M | −$12.2K | Added$160K |
| MEITAV INVESTMENT HOUSE LTD | 91.3K | $2.12M | −$12.5K | Cut−$412.5K |
| CABOT WEALTH MANAGEMENT INC | 90.7K | $2.11M | −$11.7K | Added$223.1K |
| SAX WEALTH ADVISORS, LLC | 89.3K | $2.09M | $0 | Held |
| Segment Wealth Management, LLC | 89.2K | $2.07M | −$10.9K | Added$312K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 88.4K | $2.06M | −$11K | Added$273.9K |
| HARBOR INVESTMENT ADVISORY, LLC | 84.6K | $1.97M | −$9.44K | Added$445.4K |
| WRAPMANAGER INC | 83.4K | $1.94M | −$11.8K | Added$31.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 81.6K | $1.9M | −$10.6K | Added$178.5K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 80.1K | $1.86M | −$7.32K | Added$681.6K |
| ROMANO BROTHERS AND COMPANY | 77.1K | $1.79M | −$9.33K | Added$287.8K |
| BEACON FINANCIAL GROUP | 76.2K | $1.77M | −$10.7K | Added$43.9K |
| Advance Capital Management, Inc. | 71.2K | $1.66M | −$10.3K | Added$862 |
| Creative Planning | 71.1K | $1.65M | −$9.97K | Added$46.8K |
| Jefferson Bridge Capital, LLC | 70.7K | $1.65M | −$10K | Added$31.2K |
| Great Diamond Partners, LLC | 66.9K | $1.56M | −$7.9K | Added$280K |
| TRUIST FINANCIAL CORP | 66.8K | $1.55M | −$9.69K | Cut−$723.4K |
| COWA, LLC | 66.3K | $1.54M | −$9.12K | Added$70.5K |
| McGlone Suttner Wealth Management, Inc. | 65.7K | $1.53M | −$8.6K | Added$143.9K |
| TFR Capital, LLC. | 65.3K | $1.52M | −$8.66K | Added$120.5K |
| Fortis Capital Management LLC | 63.2K | $1.47M | −$9.16K | Cut−$123.9K |
| Paradigm, Strategies in Wealth Management, LLC | 62.8K | $1.46M | −$9.1K | Cut−$35.1K |
| Foundry Financial Group, Inc. | 62.5K | $1.45M | −$9.06K | Cut−$79.8K |
| Cyr Financial Inc. | 59.8K | $1.39M | −$8.68K | Cut−$50K |
| CARY STREET PARTNERS FINANCIAL LLC | 58.6K | $1.36M | −$8.5K | Cut−$59.1K |
| DRIVE WEALTH MANAGEMENT, LLC | 54.7K | $1.27M | −$7.94K | Cut−$211.8K |
| Sightline Wealth Advisors, LLC | 54.2K | $1.26M | −$6.69K | Added$183.3K |
| Reliant Wealth Planning | 53.6K | $1.25M | −$7.16K | Added$91.4K |
| Farther Finance Advisors, LLC | 52.4K | $1.22M | −$9.31K | Added$247.9K |
| Archford Capital Strategies, LLC | 51.6K | $1.2M | −$7.49K | Cut−$31.3K |
| Beaumont Financial Advisors, LLC | 51.4K | $1.19M | — | New |
| Journey Advisory Group, LLC | 50.1K | $1.17M | −$7.26K | Cut−$7.26K |
| Camelot Portfolios, LLC | 50K | $1.16M | −$7.23K | Cut−$218.3K |
| High Note Wealth, LLC | 50K | $1.16M | −$648 | Added$1.06M |
| NEUBERGER BERMAN GROUP LLC | 49.9K | $1.16M | −$7.23K | Cut−$36.5K |
| Walleye Partners, LLC | 49K | $1.14M | −$7.07K | Added$1.47K |
| Jacobi Capital Management LLC | 47.8K | $1.11M | −$5.69K | Added$192K |
| OPPENHEIMER & CO INC | 47.4K | $1.1M | — | New |
| Montecito Bank & Trust | 47.2K | $1.1M | −$5.74K | Added$169.8K |
| Conrad Siegel Investment Advisors, Inc. | 46.8K | $1.09M | −$3.68K | Added$496.6K |
| Gilbert Capital Group, Inc. | 46.3K | $1.08M | −$6.54K | Added$20.1K |
| Bank of New Hampshire | 43.6K | $1.02M | −$6.03K | Added$41.7K |
| Gilbert & Cook, Inc. | 42.3K | $984.1K | −$6.13K | Cut−$81.2K |
| Seneca House Advisors | 40.8K | $948.6K | −$5.91K | Cut−$388.9K |
| TD Waterhouse Canada Inc. | 40.3K | $933K | −$8.91K | Added$26.2K |
| Mendota Financial Group, LLC | 39.6K | $920.9K | −$5.7K | Added$1.18K |
| LITTLE HOUSE CAPITAL LLC | 39.4K | $917.4K | −$5.71K | Cut−$144.4K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 38.8K | $903.3K | −$5.63K | Cut−$42.4K |
| Granite Harbor Advisors, Inc. | 38.4K | $894.2K | −$2.61K | Added$473.6K |
| First Interstate Bank | 36.9K | $859K | −$4.75K | Added$92.5K |
| Freestone Capital Holdings, LLC | 36.8K | $856.4K | −$5.34K | Cut−$392.2K |
| VALLEY WEALTH MANAGERS, INC. | 36.7K | $853.1K | −$4.73K | Added$88.6K |
| DUNCKER STREETT & CO INC | 35K | $814.8K | −$3.59K | Added$235.4K |
| Accretive Wealth Partners, LLC | 34.2K | $796.4K | −$4.17K | Added$123.1K |
| ALTERNA WEALTH MANAGEMENT, INC | 34.1K | $792.7K | −$4.94K | Cut−$4.94K |
| Bank of New York Mellon Corp | 33.1K | $769.9K | −$2.35K | Added$393.1K |
| Snider Financial Group | 33K | $768K | −$4.8K | Cut−$194.1K |
| Brookstone Capital Management | 32.6K | $757.8K | −$4.62K | Added$11.2K |
| Forvis Mazars Wealth Advisors, LLC | 32.3K | $752.2K | −$4.69K | Cut−$4.69K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 30.8K | $716.6K | −$3.61K | Added$133.2K |
| Aprio Wealth Management, LLC | 30.6K | $712.5K | — | New |
| DecisionMap Wealth Management, LLC | 30.5K | $710.4K | −$4.29K | Added$18.5K |
| Foundation Wealth Management, LLC | 30K | $698.1K | −$4.47K | Added$44.9K |
| OFS Enterprise LLC | 29.8K | $692K | — | Held |
| Princeton Global Asset Management LLC | 29.4K | $684.7K | −$3.85K | Added$63.6K |
| CGN Advisors LLC | 29.2K | $679.7K | −$4.23K | Cut−$283K |
| SMITH, MOORE & CO. | 29K | $675K | −$4.21K | Cut−$85.6K |
| Autumn Glory Partners, LLC | 28.8K | $670.4K | −$3.56K | Added$95.4K |
| Curbstone Financial Management Corp | 28.7K | $668.5K | −$3.99K | Added$23.9K |
| Redwood Financial Network Corp | 27.9K | $649.7K | −$3.88K | Added$23.4K |
| CVA Family Office, LLC | 27.7K | $644.8K | −$2.17K | Added$294.7K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 27.1K | $632.1K | −$5.66K | Cut−$3.73K |
| ROBINSON SMITH WEALTH ADVISORS LLC | 26.9K | $626.6K | −$3.89K | Cut−$3.15K |
| DEARBORN PARTNERS LLC | 26.3K | $610.6K | −$3.75K | Added$5.28K |
| CFO CAPITAL MANAGEMENT LLC | 26.3K | $608.9K | −$5.11K | Added$51.7K |
| Dorsey & Whitney Trust CO LLC | 26K | $604.8K | −$3.77K | Cut−$3.77K |
| TABLEAUX LLC | 25.8K | $600.5K | −$2.1K | Added$261.6K |
| Van Hulzen Asset Management, LLC | 25.4K | $591.6K | −$1.66K | Added$323.5K |
| ADG Wealth Management Group, LLC | 25.4K | $591.4K | — | New |
| FOCUSED ALPHA, LLC | 25.3K | $589.6K | −$3.43K | Added$35.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 25.3K | $587.6K | −$3.09K | Added$90.5K |
| Clearstead Advisors, LLC | 25.2K | $585.9K | −$3.47K | Added$26.2K |
| Advisory Services Network, LLC | 25.2K | $585.6K | −$3.65K | Cut−$57.4K |
| Cerity Partners LLC | 24.6K | $571.3K | — | New |
| Stokes Family Office, LLC | 24.3K | $566.4K | −$3.53K | Cut−$3.53K |
| Ellis Investment Partners, LLC | 23.9K | $555.1K | −$3.2K | Added$37.9K |
| NAPLES GLOBAL ADVISORS, LLC | 23.8K | $552.9K | −$3.41K | Added$2.76K |
| American Trust | 23.4K | $545.4K | −$3.4K | Cut−$3.4K |
| HORAN Wealth, LLC | 22.5K | $525.8K | — | New |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 22.6K | $525K | −$1.63K | Added$260.4K |
| BARRETT & COMPANY, INC. | 22.5K | $523.4K | −$2.54K | Added$114.1K |
| JAMES INVESTMENT RESEARCH, INC. | 22K | $512K | −$3.19K | Cut−$104.5K |
| FIRST MANHATTAN CO. LLC. | 21.8K | $506.9K | — | New |
Who left
- PFG Private Wealth Management, LLC$8.02M
- SPRENG CAPITAL MANAGEMENT, INC.$6.49M
- Frisch Financial Group, Inc.$2.47M
- IFG Advisory, LLC$1.6M
- BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$992.7K
- STAR Financial Bank$923.5K
- Alliance Wealth Advisors, LLC /UT$849.8K
- NewEdge Advisors, LLC$833.6K
- Focus Partners Wealth$605.4K
- Hobbs Group Advisors, LLC$574.6K
- StoneX Group Inc.$527.2K
- KINTRA WEALTH, LLC$403.6K
- Prime Capital Investment Advisors, LLC$327.2K
- Compound Planning, Inc.$298.6K
- Carroll Advisory Group, LLC$295.4K
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.