Stock
Reported value
$2.27B
Holders
335
+39 new · −15 exited
Holders’ est. mark
−$11.7M
Price effect on 232 books still in the name
Largest holder
$198.5M
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/ | 9.07M | $198.5M | −$1.47M | Added$18.8M |
| Aptus Capital Advisors, LLC | 6.04M | $132.3M | −$1.07M | Added$1.31M |
| MERCER GLOBAL ADVISORS INC /ADV | 5.37M | $117.6M | −$967.4K | Cut−$19M |
| MORGAN STANLEY | 4.74M | $103.7M | −$643.1K | Added$24.9M |
| RAYMOND JAMES FINANCIAL INC | 4.3M | $94.2M | −$638.9K | Added$15.9M |
| Capital Investment Advisors, LLC | 4.07M | $89.2M | −$704.3K | Added$2.8M |
| CAPITAL ADVISORS INC/OK | 3.22M | $70.4M | −$544.9K | Added$3.58M |
| WELLS FARGO & COMPANY/MN | 2.93M | $64.1M | −$527.2K | Cut−$2.81M |
| ROYAL BANK OF CANADA | 2.51M | $55M | −$422K | Added$3.29M |
| HM PAYSON & CO | 2.45M | $53.7M | −$297.5K | Added$17.2M |
| HighTower Advisors, LLC | 2.36M | $51.6M | −$412.7K | Added$997.7K |
| UBS Group AG | 2.12M | $46.3M | −$337.1K | Added$5.01M |
| Lido Advisors, LLC | 1.98M | $43.3M | −$57.3K | Added$37M |
| Sound View Wealth Advisors Group, LLC | 1.75M | $38.2M | −$266.2K | Added$5.59M |
| Klingman & Associates, LLC | 1.65M | $36.1M | −$282.6K | Added$1.48M |
| SIGMA INVESTMENT COUNSELORS INC | 1.64M | $36M | −$292.4K | Added$133.7K |
| Summit Financial, LLC | 1.61M | $35.2M | −$283.4K | Added$484.4K |
| Gratus Wealth Advisors, LLC | 1.6M | $35M | −$266.9K | Added$2.29M |
| Kathmere Capital Management, LLC | 1.5M | $32.9M | −$247.7K | Added$2.49M |
| RVW Wealth, LLC | 1.21M | $26.4M | −$200.4K | Added$1.83M |
| Venture Visionary Partners LLC | 1.17M | $25.6M | −$160.5K | Added$13M |
| US BANCORP \DE\ | 1.17M | $25.5M | −$201.6K | Added$812.2K |
| WOODMONT INVESTMENT COUNSEL LLC | 1.06M | $23.3M | −$171.7K | Added$2.25M |
| STIFEL FINANCIAL CORP | 1.06M | $23.2M | −$172.3K | Added$2.08M |
| LPL Financial LLC | 1.04M | $22.7M | −$154.4K | Added$3.8M |
| Advisors Capital Management, LLC | 979.4K | $21.4M | −$170.5K | Added$537.2K |
| MV CAPITAL MANAGEMENT, INC. | 920.1K | $20.1M | −$150.5K | Added$1.69M |
| Howland Capital Management LLC | 881.6K | $19.3M | −$145.3K | Added$1.49M |
| COMMONWEALTH EQUITY SERVICES, LLC | 716.5K | $15.7M | −$125.3K | Added$325.9K |
| EP Wealth Advisors, LLC | 713.8K | $15.6M | −$128.5K | Cut−$325K |
| Arrow Financial Corp | 685K | $15M | −$120.1K | Added$269.2K |
| Mariner, LLC | 656.2K | $14.4M | −$110.9K | Added$769K |
| BlackRock, Inc. | 652.8K | $14.3M | −$73.7K | Added$5.26M |
| Kestra Advisory Services, LLC | 650K | $14.2M | −$85.6K | Added$3.73M |
| AMERIPRISE FINANCIAL INC | 646.2K | $14.1M | −$107.7K | Added$903.7K |
| Rockefeller Capital Management L.P. | 622.6K | $13.6M | −$108.9K | Added$277K |
| PFG Private Wealth Management, LLC | 621K | $13.6M | −$105.6K | Added$652.1K |
| First National Trust Co | 589.2K | $12.9M | −$81.1K | Added$2.96M |
| Ironwood Financial, llc | 555.7K | $12.2M | −$90.6K | Added$404.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 523.8K | $11.5M | — | New |
| Probity Advisors, Inc. | 519K | $11.4M | −$83.9K | Added$1.08M |
| CENTRAL TRUST Co | 501.6K | $11M | −$78.6K | Added$1.35M |
| CAPTRUST FINANCIAL ADVISORS | 486.1K | $10.6M | −$84.1K | Added$326.7K |
| Glenview Trust Co | 480.8K | $10.5M | −$58K | Added$3.41M |
| REBALANCE, LLC | 478K | $10.5M | −$82.7K | Added$325.2K |
| Commonwealth Financial Services, LLC | 470.9K | $10.3M | −$79.1K | Added$615.9K |
| LYELL WEALTH MANAGEMENT, LP | 468K | $10.2M | −$81.5K | Added$247.1K |
| Parkway Wealth Management Group, LLC | 462.9K | $10.1M | −$62.8K | Added$905.6K |
| BENJAMIN EDWARDS INC | 460.6K | $10.1M | −$81.7K | Added$58.6K |
| MinichMacGregor Wealth Management, LLC | 455.8K | $9.98M | −$76.8K | Added$560.6K |
| Snowden Capital Advisors LLC | 439.8K | $9.63M | −$78.9K | Cut−$38.9K |
| RWA WEALTH PARTNERS, LLC | 433.3K | $9.49M | −$77.9K | Cut−$69.3K |
| Cornerstone Planning, LLC | 430.1K | $9.43M | −$51.2K | Added$2.18M |
| Centric Wealth Management | 418.8K | $9.12M | −$102.5K | Added$432.4K |
| Guidance Point Advisors, LLC | 413.1K | $9.04M | −$71.6K | Added$267.8K |
| Atlantic Union Bankshares Corp | 400.3K | $8.76M | −$65.3K | Added$755.6K |
| ENVESTNET ASSET MANAGEMENT INC | 386.8K | $8.47M | −$36.9K | Added$3.95M |
| Sanctuary Advisors, LLC | 376.6K | $8.24M | −$62K | Added$642.3K |
| Parallel Advisors, LLC | 373.6K | $8.18M | −$63.5K | Added$387.2K |
| EIGHT 31 FINANCIAL, LLC | 361.2K | $7.91M | −$65K | Cut−$253K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 353.9K | $7.75M | −$59.3K | Added$476.2K |
| ARCADIA INVESTMENT ADVISORS LLC | 317.6K | $6.95M | −$52.9K | Added$471.5K |
| Praetorian Wealth Management, Inc. | 297.5K | $6.51M | −$49.9K | Added$399.5K |
| Allworth Financial LP | 287.2K | $6.29M | −$48.5K | Added$339.7K |
| LBMC INVESTMENT ADVISORS, LLC | 281.8K | $6.17M | −$43.1K | Added$885.3K |
| Wilkins Miller Wealth Management, LLC | 256.9K | $5.62M | −$45.5K | Added$43.8K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 255.3K | $5.59M | −$45.9K | Cut−$37K |
| CWM, LLC | 250K | $5.47M | $4.52M | Added$5.47M |
| Atria Investments, Inc | 249.8K | $5.47M | −$42.1K | Added$311.9K |
| OneDigital Investment Advisors LLC | 249.3K | $5.46M | −$44.7K | Cut−$23.6K |
| Krilogy Financial LLC | 248.2K | $5.44M | −$42.9K | Added$27.9K |
| Signature Wealth Management Group | 248.1K | $5.43M | −$44.6K | Cut−$51.2K |
| IFP Advisors, Inc | 247.6K | $5.42M | −$41K | Added$398.9K |
| Windsor Capital Management, LLC | 242.4K | $5.31M | −$41.1K | Added$263K |
| 4Thought Financial Group Inc. | 238.9K | $5.23M | −$43K | Cut−$60.4K |
| HANCOCK WHITNEY CORP | 238.3K | $5.22M | −$40.5K | Added$252.1K |
| InvesTrust | 229.1K | $5.02M | −$9.24K | Added$3.88M |
| Cetera Investment Advisers | 215.9K | $4.73M | −$38.9K | Cut−$346.1K |
| Quantum Financial Advisors, LLC | 212.4K | $4.65M | −$29K | Added$1.09M |
| MEMBERS WEALTH LLC | 206.3K | $4.53M | −$29.1K | Added$242.6K |
| Winthrop Partners - WNY, LLC | 206K | $4.51M | −$35.4K | Added$163.4K |
| Houlihan Financial Resource Group, Ltd. | 204.6K | $4.48M | −$42.7K | Added$114.9K |
| Chicago Partners Investment Group LLC | 199.2K | $4.37M | −$1.58K | Added$4.12M |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 199.4K | $4.36M | −$35.9K | Cut−$68.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 199.5K | $4.36M | −$24.5K | Added$1.75M |
| Rossmore Private Capital | 189.2K | $4.14M | −$32K | Added$211.8K |
| HAMEL ASSOCIATES, INC. | 187.4K | $4.1M | −$29.3K | Added$505.5K |
| Beacon Pointe Advisors, LLC | 184.8K | $4.04M | −$26.9K | Added$743K |
| Gotham Asset Management, LLC | 180.5K | $3.95M | −$16.4K | Added$1.94M |
| ROMANO BROTHERS AND COMPANY | 173.7K | $3.8M | −$28K | Added$363.4K |
| OSAIC HOLDINGS, INC. | 172.9K | $3.79M | −$27K | Added$466.1K |
| MCF Advisors LLC | 171K | $3.74M | −$30.6K | Cut−$7.48K |
| Stratos Wealth Partners, LTD. | 170.5K | $3.73M | −$18.8K | Added$1.43M |
| FULTON BREAKEFIELD BROENNIMAN LLC | 165.6K | $3.63M | −$27.8K | Added$217.8K |
| ADIRONDACK TRUST CO | 163.9K | $3.59M | −$23.9K | Added$655K |
| PRECEDENT WEALTH PARTNERS, LLC | 162.3K | $3.55M | −$28K | Added$114.5K |
| Penobscot Investment Management Company, Inc. | 157.6K | $3.45M | −$23.5K | Added$572K |
| Cornell Pochily Investment Advisors, Inc. | 157.2K | $3.44M | −$14.6K | Added$1.64M |
| FourThought Financial Partners, LLC | 154.2K | $3.38M | −$16.9K | Added$1.3M |
| JONES FINANCIAL COMPANIES LLLP | 155K | $3.37M | −$41.1K | Added$698.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 150.5K | $3.29M | −$40.6K | Cut−$723.4K |
| Stonebrook Private Inc. | 150.1K | $3.29M | −$26.1K | Added$88.4K |
| J.W. COLE ADVISORS, INC. | 145.2K | $3.18M | −$23.3K | Added$320K |
| SPINNAKER TRUST | 133.6K | $2.92M | −$13.7K | Added$1.25M |
| Arcataur Capital Management LLC | 133.6K | $2.92M | −$20.2K | Added$443.8K |
| LifePlan Financial, LLC | 129.6K | $2.84M | −$22K | Added$136.7K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 129.1K | $2.83M | −$19.7K | Added$406.8K |
| Twin Cities Retirement Group LLC | 125K | $2.74M | −$20.8K | Added$188.1K |
| Leo Wealth, LLC | 123.7K | $2.71M | −$20.1K | Added$247.6K |
| Valmark Advisers, Inc. | 122.4K | $2.68M | −$18.9K | Added$359.7K |
| KINTRA WEALTH, LLC | 121.2K | $2.65M | −$16K | Added$691K |
| Laurel Wealth Advisors LLC | 118.7K | $2.59M | −$21.2K | Added$367.9K |
| SHUFRO ROSE & CO LLC | 115.7K | $2.53M | — | New |
| Sowell Financial Services LLC | 115.1K | $2.52M | −$15K | Added$677.7K |
| Keeler Thomas Management LLC | 113.6K | $2.49M | −$20.4K | Cut−$1.95M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 112.4K | $2.46M | −$14.7K | Added$658.3K |
| Beaumont Asset Management, L.L.C. | 111.6K | $2.44M | −$12.6K | Added$895.3K |
| Associated Banc-Corp | 109K | $2.39M | −$17.8K | Added$209.2K |
| INSTRUMENTAL WEALTH, LLC | 108.2K | $2.37M | −$37.6K | Cut−$22.7K |
| Citadel | 102.4K | $2.24M | — | New |
| AssuredPartners Investment Advisors, LLC | 102.4K | $2.23M | — | New |
| Segment Wealth Management, LLC | 101.8K | $2.23M | −$15.6K | Added$311.5K |
| Godshalk Welsh Capital Management, Inc. | 95.1K | $2.08M | −$11.1K | Added$722.2K |
| Meridian Wealth Management, LLC | 95.1K | $2.08M | −$16.4K | Added$69.7K |
| LFA - Lugano Financial Advisors SA | 94.5K | $2.05M | −$30.3K | Added$116K |
| Merit Financial Group, LLC | 93.2K | $2.04M | −$11.6K | Added$619.7K |
| Strid Group, LLC | 91.7K | $2.01M | — | New |
| Composition Wealth, LLC | 91.4K | $2M | −$10.6K | Added$700.1K |
| WRAPMANAGER INC | 89.5K | $1.96M | −$15.8K | Added$23.8K |
| Resonant Capital Advisors, LLC | 88.8K | $1.94M | −$14.8K | Added$135.4K |
| 10Elms LLP | 88.4K | $1.94M | −$4.98K | Added$1.33M |
| CABOT WEALTH MANAGEMENT INC | 87.4K | $1.91M | −$13.6K | Added$239.9K |
| Wealthstar Advisors, LLC | 84.2K | $1.84M | −$14.7K | Added$37.9K |
| Crews Bank & Trust | 80.5K | $1.76M | −$13.8K | Added$75K |
| BEACON FINANCIAL GROUP | 80.2K | $1.76M | −$14.3K | Added$5.32K |
| Breachway Investments LLC | 79.6K | $1.74M | −$20.1K | Cut−$1.55K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 77.8K | $1.7M | −$13.9K | Added$2.24K |
| Cherry Tree Wealth Management, LLC | 74.6K | $1.63M | −$13.1K | Added$27.6K |
| SONATA CAPITAL GROUP INC | 68.4K | $1.5M | −$10K | Added$270.9K |
| NESTEGG ADVISORS, INC. | 68.4K | $1.5M | −$12.3K | Cut−$3.16M |
| Chesley Taft & Associates LLC | 68K | $1.49M | −$12.2K | Cut−$12.2K |
| Private Advisor Group, LLC | 68K | $1.49M | −$11.1K | Added$126.3K |
| OFS Enterprise LLC | 66K | $1.44M | — | Held |
| HARBOR ADVISORY CORP /MA/ | 63K | $1.38M | −$8.44K | Added$345.4K |
| MEITAV INVESTMENT HOUSE LTD | 63K | $1.38M | −$8.5K | Added$285.9K |
| Paradigm, Strategies in Wealth Management, LLC | 62.6K | $1.37M | −$11.3K | Cut−$84K |
| DRIVE WEALTH MANAGEMENT, LLC | 61K | $1.33M | −$11K | Cut−$213.5K |
| NovaPoint Capital, LLC | 60.2K | $1.32M | −$10.6K | Added$13.7K |
| OLD MISSION CAPITAL LLC | 58.5K | $1.28M | — | New |
| FIFTH THIRD BANCORP | 55.2K | $1.21M | −$4.96K | Added$599.9K |
| JANE STREET GROUP, LLC | 53.9K | $1.18M | — | New |
| Archford Capital Strategies, LLC | 53.9K | $1.18M | −$9.7K | Cut−$34.7K |
| SAX WEALTH ADVISORS, LLC | 53K | $1.17M | $0 | Held |
| Bank of New Hampshire | 53.3K | $1.17M | −$9.01K | Added$63.1K |
| HARBOR INVESTMENT ADVISORY, LLC | 53.1K | $1.16M | −$6.23K | Added$398.7K |
| COWA, LLC | 53.1K | $1.16M | −$7.64K | Added$225.8K |
| Montecito Bank & Trust | 53K | $1.16M | −$8.17K | Added$159.1K |
| OPPENHEIMER & CO INC | 51.1K | $1.12M | −$9.2K | Cut−$66.4K |
| Jefferson Bridge Capital, LLC | 46.8K | $1.03M | −$7.24K | Added$139.2K |
| MONECO ADVISORS, LLC | 46.5K | $1.02M | −$6.83K | Added$182K |
| Madden Advisory Services, Inc. | 45.7K | $1M | — | New |
| Jacobi Capital Management LLC | 45.4K | $993K | −$7.33K | Added$93.3K |
| McGlone Suttner Wealth Management, Inc. | 45.4K | $993K | −$6.93K | Added$144.3K |
| REDW Wealth LLC | 45.4K | $992.9K | −$8.16K | Cut−$61.6K |
| Gilbert & Cook, Inc. | 44.8K | $981K | −$8.07K | Cut−$83K |
| Farther Finance Advisors, LLC | 43.5K | $949.2K | −$11.1K | Cut−$34.4K |
| Gryphon Financial Partners LLC | 43.3K | $948.8K | −$3.05K | Added$575.1K |
| Freestone Capital Holdings, LLC | 42.8K | $937.7K | −$7.71K | Cut−$395.8K |
| REGIONS FINANCIAL CORP | 42.3K | $925.4K | — | New |
| Belpointe Asset Management LLC | 42.1K | $921.7K | −$7.41K | Added$12.5K |
| LITTLE HOUSE CAPITAL LLC | 41.7K | $913.1K | −$7.5K | Cut−$162K |
| Integrated Wealth Concepts LLC | 40.2K | $879K | −$7.23K | Cut−$59.4K |
| Foundry Financial Group, Inc. | 40.2K | $879K | −$6.78K | Added$48.2K |
| Golden State Equity Partners | 39.5K | $863.6K | −$2.81K | Added$519.3K |
| Granite Harbor Advisors, Inc. | 39.3K | $860.5K | −$1.99K | Added$616.6K |
| Equitable Holdings, Inc. | 38.7K | $853.8K | $0 | Added$367.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 38.9K | $852.3K | −$4.22K | Added$334.3K |
| Reliant Wealth Planning | 37.7K | $824.8K | −$6.01K | Added$88.4K |
| DUNCKER STREETT & CO INC | 37.2K | $814.5K | — | New |
| Creative Planning | 36.3K | $794K | −$4.44K | Added$249.6K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 36.2K | $793K | −$6.52K | Cut−$26.4K |
| First Interstate Bank | 36K | $788.7K | −$5.9K | Added$65.2K |
| NOVEM GROUP | 36K | $787.5K | −$6.48K | Cut−$8.64M |
| Foundation Wealth Management, LLC | 34.7K | $759.8K | −$5.49K | Added$114.5K |
| Conrad Siegel Investment Advisors, Inc. | 33.4K | $731.5K | −$1.97K | Added$490.8K |
| Gilbert Capital Group, Inc. | 33K | $723.1K | −$5.82K | Added$9.59K |
| Brookstone Capital Management | 32.6K | $713.7K | −$5.86K | Cut−$15.1K |
| Aprio Wealth Management, LLC | 32.5K | $711.8K | — | New |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 32.5K | $710.8K | −$5.84K | Cut−$56.5K |
| DecisionMap Wealth Management, LLC | 32.4K | $710.3K | −$5.63K | Added$19.7K |
| Bank of New York Mellon Corp | 31.4K | $688.2K | −$2.9K | Added$333.4K |
| Focus Partners Wealth | 31.4K | $687.2K | −$5.5K | Added$13.6K |
| TABLEAUX LLC | 31K | $679.3K | −$4.38K | Added$123.8K |
| Newman Dignan & Sheerar, Inc. | 30.8K | $675.3K | −$5.56K | Cut−$30.6K |
| Gradient Capital Advisors, LLC | 30K | $656.7K | −$5.4K | Cut−$5.4K |
| Great Diamond Partners, LLC | 30K | $656.6K | −$4.09K | Added$155K |
| Sightline Wealth Advisors, LLC | 29.5K | $644.9K | −$5.08K | Added$20.3K |
| DEARBORN PARTNERS LLC | 28.5K | $623.8K | −$4.97K | Added$14.8K |
| Redwood Financial Network Corp | 28.2K | $616.4K | −$4.12K | Added$110.5K |
| Van Hulzen Asset Management, LLC | 26.4K | $577K | −$2.05K | Added$325.4K |
| XML Financial, LLC | 26.2K | $573.1K | −$4.22K | Added$55.7K |
| Dorsey & Whitney Trust CO LLC | 26K | $569.1K | −$4.68K | Cut−$4.68K |
| Hills Bank & Trust Co | 25.9K | $567K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25.9K | $566.4K | −$4.2K | Added$52.8K |
| TFR Capital, LLC. | 25.6K | $559.8K | — | New |
| Alliance Wealth Advisors, LLC /UT | 25.5K | $557.4K | −$4.58K | Cut−$276.7K |
| Hyposwiss Advisors SA | 25.4K | $556K | −$4.57K | Cut−$27.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | 24.5K | $536.3K | −$3.97K | Added$28K |
| CGN Advisors LLC | 24.2K | $529.7K | −$4.35K | Cut−$282.2K |
| CFO CAPITAL MANAGEMENT LLC | 24.1K | $525.6K | −$5.79K | Added$52.7K |
| Stokes Family Office, LLC | 23.8K | $522K | −$4.29K | Cut−$4.29K |
| SUMMITRY LLC | 23.4K | $513.3K | — | New |
| Ellis Investment Partners, LLC | 23.4K | $511.3K | −$3.71K | Added$56.8K |
| Arkadios Wealth Advisors | 21.6K | $472.1K | −$2.25K | Added$195.8K |
| NEUBERGER BERMAN GROUP LLC | 21.1K | $461.5K | −$3.79K | Cut−$31.4K |
| MLP3, LLC | 20.8K | $456.2K | −$1.71K | Added$246.2K |
| Advisory Services Network, LLC | 20.7K | $454K | −$3.73K | Cut−$17.9K |
| Prosperity Planning, Inc. | 20.5K | $449.1K | −$3.69K | Cut−$3.69K |
| CARY STREET PARTNERS FINANCIAL LLC | 20.3K | $443.9K | −$3.65K | Cut−$3.65K |
| MML INVESTORS SERVICES, LLC | 19.8K | $433.9K | −$3.57K | Cut−$53.1K |
| Clearstead Trust, LLC | 19.6K | $428.2K | −$3.52K | Cut−$3.52K |
| NAPLES GLOBAL ADVISORS, LLC | 19.5K | $426.3K | −$3.35K | Added$15.4K |
| PNC Financial Services Group, Inc. | 18.9K | $414.7K | −$157 | Added$396K |
| SIMON QUICK ADVISORS, LLC | 18.9K | $414.2K | −$3.4K | Cut−$3.4K |
| Clearstead Advisors, LLC | 18.9K | $413.8K | −$3.08K | Added$36.3K |
| TRUIST FINANCIAL CORP | 18.2K | $399.5K | −$3.3K | Cut−$151K |
| Advance Capital Management, Inc. | 17.9K | $392.7K | −$3.21K | Cut−$870 |
| Heartland Bank & Trust Co | 17.7K | $386.7K | −$2.23K | Added$113.5K |
| American Trust | 17.3K | $378.5K | −$3.11K | Cut−$3.11K |
| Baird Financial Group, Inc. | 17.3K | $378.1K | — | New |
| Mutual Advisors, LLC | 17.2K | $376K | −$3.09K | Cut−$59K |
| Banque Cantonale Vaudoise | 17.1K | $374K | −$2.96K | Added$66K |
| Yoder Wealth Management, Inc. | 16.9K | $369.9K | −$3.04K | Cut−$3.04K |
| Forvis Mazars Wealth Advisors, LLC | 16.5K | $361K | −$2.97K | Cut−$2.97K |
| Princeton Global Asset Management LLC | 16.4K | $358.2K | −$2.63K | Added$35.9K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 16.3K | $356.3K | −$1.76K | Added$140.7K |
| Straight Path Wealth Management | 15.9K | $349K | −$2.87K | Cut−$2.87K |
| 4J Wealth Management LLC | 15.9K | $347.8K | −$2.73K | Added$13K |
| Koshinski Asset Management, Inc. | 15.9K | $347.7K | −$2.47K | Added$45.1K |
| Accretive Wealth Partners, LLC | 15.8K | $346.5K | −$2.24K | Added$71.4K |
| MIDLAND WEALTH ADVISORS, LLC | 15.8K | $346K | −$2.76K | Added$7.04K |
| Wick Capital Partners, LLC | 13.6K | $344.9K | — | New |
| 1900 WEALTH MANAGEMENT LLC | 15.6K | $341.7K | — | New |
| Moors & Cabot, Inc. | 15.6K | $340.9K | −$2.12K | Added$80.6K |
| Kesler, Norman & Wride, LLC | 15.5K | $339K | −$2.3K | Added$56.8K |
| FOCUSED ALPHA, LLC | 15.5K | $338.6K | −$1.95K | Added$99.8K |
| Element Wealth, LLC | 15.3K | $335.2K | −$2.32K | Added$50.8K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 14.7K | $322.2K | −$2.65K | Cut−$2.65K |
| ROBINSON SMITH WEALTH ADVISORS LLC | 14.6K | $320.1K | −$2.61K | Cut−$6.32K |
| Johnson Bixby & Associates, LLC | 14.6K | $318.9K | −$2.62K | Cut−$251 |
Who left
- NewEdge Advisors, LLC$25M
- Greater Midwest Financial Group, LLC$2.06M
- Quadrature Capital Ltd$1.63M
- Walleye Partners, LLC$1.14M
- STAR Financial Bank$756.5K
- StoneX Group Inc.$600.9K
- GTS SECURITIES LLC$576.7K
- Fortis Capital Management LLC$401.8K
- OAK FAMILY ADVISORS, LLC$379.7K
- ALTERNA WEALTH MANAGEMENT, INC$249K
- Diversify Advisory Services, LLC$238.9K
- Frisch Financial Group, Inc.$205.5K
- FLAGSHIP HARBOR ADVISORS, LLC$131.9K
- MASECO LLP$25.7K
- IFC & Insurance Marketing, Inc.$3
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.