Stock
Reported value
$1.72B
Holders
312
+31 new · −15 exited
Holders’ est. mark
$9.38M
Price effect on 231 books still in the name
Largest holder
$151.6M
HM PAYSON & CO
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $326.2K
- Fidelity0.0% · $771
- Icahn Capital0.0% · $494.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| HM PAYSON & CO | 6.76M | $151.6M | −$270.3K | Cut−$15.4M |
| BANK OF AMERICA CORP /DE/ | 3.77M | $84.5M | −$140.9K | Added$5.36M |
| MORGAN STANLEY | 3.71M | $83.2M | −$144.1K | Added$2.2M |
| GLOBALT Investments LLC / GA | 3M | $67.3M | −$113.2K | Added$3.66M |
| Kovitz Investment Group Partners, LLC | 2.64M | $59.2M | −$77.6K | Added$15.5M |
| WELLS FARGO & COMPANY/MN | 2.49M | $55.9M | −$99.6K | Cut−$653.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 2.47M | $55.3M | −$93.3K | Added$4.17M |
| ENVESTNET ASSET MANAGEMENT INC | 1.9M | $42.6M | −$25.5K | Added$28.3M |
| RAYMOND JAMES FINANCIAL INC | 1.87M | $42M | −$69.4K | Added$3.07M |
| LPL Financial LLC | 1.81M | $40.6M | −$69.9K | Added$1.37M |
| Brookstone Capital Management | 1.72M | $38.6M | −$68.1K | Added$342.6K |
| UBS Group AG | 1.7M | $38.1M | −$51.3K | Added$9.3M |
| TRUE Private Wealth Advisors | 1.68M | $37.6M | −$67.1K | Cut−$6.18M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.48M | $33.2M | −$47.7K | Added$5.48M |
| Focus Partners Wealth | 1.41M | $31.5M | −$56.2K | Cut−$159.8K |
| Integrated Wealth Concepts LLC | 1.31M | $29.5M | −$46K | Added$3.6M |
| Stratos Wealth Advisors, LLC | 1.29M | $28.9M | −$32.1K | Added$10.9M |
| Connecticut Wealth Management, LLC | 1.24M | $27.8M | −$8.41K | Added$23.1M |
| Financial Advisory Corp | 1.21M | $27M | −$38.4K | Added$5.47M |
| Merit Financial Group, LLC | 1.19M | $26.6M | −$46.8K | Added$354.8K |
| Stratos Wealth Partners, LTD. | 1.05M | $23.5M | −$40.7K | Added$636.1K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 941.8K | $21.1M | −$27.6K | Added$5.6M |
| Capital Investment Advisors, LLC | 900.6K | $20.2M | −$36K | Cut−$259.8K |
| Journey Advisory Group, LLC | 872.1K | $19.6M | −$34K | Added$465.5K |
| OneAscent Financial Services LLC | 813K | $18.2M | — | New |
| MKT Advisors LLC | 804.1K | $18M | −$89.8K | Added$426K |
| Denver PWM, LLC | 772.7K | $17.3M | −$78.1K | Added$577.6K |
| Asset Advisors Investment Management, LLC | 745.7K | $16.7M | −$28.4K | Added$766.9K |
| Carnegie Investment Counsel | 734.6K | $16.5M | −$24.4K | Added$2.79M |
| TITLEIST ASSET MANAGEMENT, LLC | 686.3K | $15.4M | −$17K | Added$5.83M |
| BlackRock, Inc. | 673.5K | $15.1M | −$11.3K | Added$8.75M |
| Fulton Bank, N.A. | 632.4K | $14.2M | −$14.6K | Added$5.98M |
| OSAIC HOLDINGS, INC. | 615K | $13.8M | −$24.1K | Added$280.9K |
| MV CAPITAL MANAGEMENT, INC. | 605.3K | $13.6M | −$24.2K | Cut−$1.24M |
| ROYAL BANK OF CANADA | 595.8K | $13.4M | −$23.2K | Cut−$406K |
| Krilogy Financial LLC | 587K | $13.2M | −$44.5K | Added$639.9K |
| CWM, LLC | 562.3K | $12.6M | $12.1M | Added$12.6M |
| Wealth Management Strategies, Inc. | 537.2K | $12M | −$20.6K | Added$477.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 536.7K | $12M | −$18.1K | Added$1.85M |
| SHELTON WEALTH MANAGEMENT, LLC | 456.4K | $10.2M | −$15.5K | Added$1.54M |
| Sanctuary Advisors, LLC | 429K | $9.62M | −$15.3K | Added$1.05M |
| CHATHAM CAPITAL GROUP, INC. | 418.8K | $9.39M | −$16.8K | Cut−$980.4K |
| Apella Capital, LLC | 410.7K | $9.21M | −$13.8K | Added$347.6K |
| BIP Wealth, LLC | 408.3K | $9.16M | −$12.6K | Added$2.11M |
| Baird Financial Group, Inc. | 391.5K | $8.78M | −$10.7K | Added$2.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 374.1K | $8.39M | −$12.9K | Added$1.13M |
| Delta Wealth Advisors LLC | 372.9K | $8.36M | −$13.9K | Added$576.6K |
| EIGHT 31 FINANCIAL, LLC | 355.7K | $7.98M | −$14.2K | Cut−$208.5K |
| Hilltop Holdings Inc. | 349.9K | $7.85M | −$8.71K | Added$2.95M |
| Financial Engines Advisors L.L.C. | 342.2K | $7.68M | −$13.6K | Added$32.2K |
| L2 Asset Management, LLC | 316.4K | $7.3M | $15.4K | Added$6.71M |
| Northstar Group, Inc. | 323.5K | $7.26M | −$12.5K | Added$239.2K |
| Flavin Financial Services, Inc. | 321.6K | $7.21M | −$12.6K | Added$110.2K |
| FAGAN ASSOCIATES, INC. | 300.6K | $6.74M | −$12K | Cut−$111.2K |
| AMERIPRISE FINANCIAL INC | 290.6K | $6.52M | −$11K | Added$364.3K |
| STIFEL FINANCIAL CORP | 274.9K | $6.17M | −$11K | Cut−$394.2K |
| REBALANCE, LLC | 270.6K | $6.07M | −$10.7K | Added$68.1K |
| Midwest Professional Planners, LTD. | 264.7K | $5.94M | −$8.21K | Added$1.33M |
| Steward Partners Investment Advisory, LLC | 247.2K | $5.54M | −$9.72K | Added$81.1K |
| Independent Advisor Alliance | 242.2K | $5.43M | −$729 | Added$5.02M |
| Asset Dedication, LLC | 241.9K | $5.42M | −$7.93K | Added$975.2K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 237.6K | $5.33M | −$7.81K | Added$944.2K |
| Stockman Wealth Management, Inc. | 228.2K | $5.12M | −$8.4K | Added$397.4K |
| Belpointe Asset Management LLC | 227.8K | $5.11M | −$5.38K | Added$2.09M |
| TRUIST FINANCIAL CORP | 224.8K | $5.04M | −$7.27K | Added$956.4K |
| Old Port Advisors | 219.1K | $4.91M | −$8.78K | Cut−$2.45M |
| Atlantic Private Wealth, LLC | 209.4K | $4.7M | −$7.83K | Added$297.4K |
| Parkside Financial Bank & Trust | 200.3K | $4.49M | −$8.01K | Cut−$8.01K |
| Legacy Private Trust Co. | 199.5K | $4.48M | −$7.98K | Cut−$795.7K |
| Eldridge Investment Advisors, Inc. | 198.3K | $4.43M | −$12.5K | Added$1.9M |
| CAPTRUST FINANCIAL ADVISORS | 196.1K | $4.4M | −$7.65K | Added$108.8K |
| CENTRAL TRUST Co | 189.7K | $4.26M | −$7.59K | Cut−$1.42M |
| Cetera Investment Advisers | 189.2K | $4.24M | −$7.42K | Added$70.1K |
| D.A. DAVIDSON & CO. | 183.5K | $4.12M | −$6.94K | Added$218.6K |
| SIGNATUREFD, LLC | 168.9K | $3.79M | −$6.76K | Cut−$55.2K |
| Accretive Wealth Partners, LLC | 160.7K | $3.6M | −$6.13K | Added$163K |
| Portland Global Advisors LLC | 160.7K | $3.6M | −$5.69K | Added$410.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 159.5K | $3.57M | −$17.6K | Cut−$2.68M |
| Probity Advisors, Inc. | 151.6K | $3.4M | −$6.06K | Cut−$2.01M |
| Ashton Thomas Private Wealth, LLC | 147.2K | $3.3M | −$5.78K | Added$54.5K |
| Gradient Investments LLC | 146.6K | $3.29M | −$5.88K | Cut−$499.6K |
| Cornerstone Planning, LLC | 138.2K | $3.11M | — | New |
| MAI Capital Management | 137.3K | $3.08M | −$4.7K | Added$443.8K |
| Allworth Financial LP | 136K | $3.05M | −$5.43K | Cut−$12.8K |
| HighTower Advisors, LLC | 135.8K | $3.05M | −$5.34K | Added$53.5K |
| Lantz Financial LLC | 132.7K | $2.98M | −$4.67K | Added$351.2K |
| SCS Capital Management LLC | 130.5K | $2.93M | −$4.5K | Added$397.5K |
| Wealthspire Advisors, LLC | 129.5K | $2.9M | −$4.95K | Added$113.3K |
| Valmark Advisers, Inc. | 127K | $2.85M | −$4.95K | Added$66K |
| Parallel Advisors, LLC | 123.3K | $2.77M | −$4.95K | Cut−$286.5K |
| SEI INVESTMENTS CO | 121.4K | $2.72M | — | New |
| Howland Capital Management LLC | 117K | $2.62M | −$4.68K | Cut−$49.8K |
| Atria Investments, Inc | 114.7K | $2.57M | −$4.46K | Added$64.8K |
| Centennial Advisors, LLC | 109.3K | $2.45M | −$4.37K | Cut−$218.3K |
| Pinnacle Financial Partners, Inc. | 107.3K | $2.41M | −$4.28K | Added$3.71K |
| Mechanics Bank Trust Department | 106K | $2.38M | −$4.24K | Cut−$4.24K |
| CreativeOne Wealth, LLC | 103.7K | $2.32M | −$2.12K | Added$1.13M |
| TFR Capital, LLC. | 103.5K | $2.32M | −$4.14K | Cut−$8.32K |
| Hughes Financial Services, LLC | 100.2K | $2.25M | −$4.01K | Cut−$5.11K |
| JIM SAULNIER & ASSOCIATES, LLC | 98K | $2.2M | −$3.89K | Added$9.28K |
| MOULTON WEALTH MANAGEMENT, INC | 95.1K | $2.13M | — | New |
| GOULD ASSET MANAGEMENT LLC /CA/ | 94.8K | $2.13M | −$3.79K | Cut−$3.34K |
| Penobscot Investment Management Company, Inc. | 92K | $2.06M | −$3.68K | Cut−$44.1K |
| IFP Advisors, Inc | 89.4K | $2.01M | −$3.58K | Cut−$137.3K |
| KOM Wealth Management Group, LLC | 85.7K | $1.92M | −$3.03K | Added$226.3K |
| Associated Banc-Corp | 84.9K | $1.91M | −$3.4K | Cut−$113.1K |
| Leo Wealth, LLC | 83K | $1.86M | −$3.31K | Cut−$297.5K |
| Modern Wealth Management, LLC | 80.9K | $1.81M | −$6.99K | Added$242.2K |
| SUMMITPOINT CAPITAL MANAGEMENT | 77.2K | $1.73M | — | Held |
| Modera Wealth Management, LLC | 76.9K | $1.73M | −$3.08K | Cut−$152.1K |
| Foundry Financial Group, Inc. | 74.5K | $1.67M | −$2.98K | Cut−$114.9K |
| Cerity Partners LLC | 73.7K | $1.65M | −$895 | Added$1.15M |
| Scissortail Wealth Management, LLC | 73.4K | $1.65M | −$2.5K | Added$236.7K |
| KFG WEALTH MANAGEMENT, LLC | 70.8K | $1.59M | −$2.41K | Added$239.1K |
| Creative Planning | 70.1K | $1.57M | −$2.06K | Added$417.9K |
| MGO ONE SEVEN LLC | 68.7K | $1.54M | −$2.32K | Added$232.9K |
| Montecito Bank & Trust | 68.1K | $1.53M | −$2.73K | Cut−$40.4K |
| Klaas Financial Asset Advisors, LLC | 67.2K | $1.51M | −$2.61K | Added$40.4K |
| Reliant Wealth Planning | 66.7K | $1.5M | −$2.65K | Added$8.32K |
| Cannon Financial Strategists, Inc. | 64.6K | $1.45M | −$2.57K | Added$5.08K |
| Compass Ion Advisors, LLC | 64.4K | $1.44M | −$1.74K | Added$467.5K |
| Heartland Bank & Trust Co | 63.5K | $1.43M | −$2.54K | Cut−$2.54K |
| Equitable Holdings, Inc. | 62.9K | $1.41M | $0 | Added$75K |
| GTS SECURITIES LLC | 59.9K | $1.34M | −$802 | Added$894.3K |
| Avantax Planning Partners, Inc. | 59.9K | $1.34M | — | New |
| Kestra Advisory Services, LLC | 56.3K | $1.26M | −$2.12K | Added$72.8K |
| Mariner, LLC | 52.1K | $1.17M | −$2.08K | Cut−$606.2K |
| Lido Advisors, LLC | 51.7K | $1.16M | −$2.39K | Added$215.4K |
| MML INVESTORS SERVICES, LLC | 51.1K | $1.15M | −$2.05K | Cut−$234.5K |
| Fourth Dimension Wealth, LLC | 47.5K | $1.07M | −$1.8K | Added$62.1K |
| Horizons Wealth Management | 47.3K | $1.06M | −$1.85K | Added$21.8K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 47K | $1.05M | −$1.86K | Added$8.99K |
| BARRETT & COMPANY, INC. | 46.2K | $1.04M | −$1.7K | Added$80.2K |
| Summit Wealth Partners, LLC | 45.9K | $1.03M | −$1.84K | Cut−$2.15K |
| Mill Creek Capital Advisors, LLC | 44.7K | $1M | −$1.79K | Cut−$1.79K |
| Straight Path Wealth Management | 43.4K | $972.3K | −$1.73K | Cut−$8.59K |
| Great Diamond Partners, LLC | 42K | $941.2K | −$894 | Added$438.8K |
| Rossmore Private Capital | 41.2K | $923.9K | −$1.41K | Added$133.2K |
| Granite Harbor Advisors, Inc. | 40.9K | $916.4K | −$1.61K | Added$12.1K |
| TRANSCEND CAPITAL ADVISORS, LLC | 40K | $898.3K | −$1.6K | Cut−$1.6K |
| DUDLEY CAPITAL MANAGEMENT, LLC | 39.3K | $882.1K | — | New |
| KING LUTHER CAPITAL MANAGEMENT CORP | 39.3K | $880.5K | −$1.51K | Added$34.7K |
| Apollon Wealth Management, LLC | 39K | $874.4K | −$1.55K | Added$2.93K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 38.6K | $866.6K | −$744 | Added$449K |
| Chris Bulman Inc | 38.1K | $853.6K | −$1.52K | Cut−$98.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 37.3K | $836.9K | −$1.41K | Added$56.6K |
| EVEXIA WEALTH LLC | 36.6K | $818.8K | −$2.65K | Added$119.6K |
| 4J Wealth Management LLC | 36.2K | $810.9K | −$1.46K | Cut−$9.1K |
| DUNCKER STREETT & CO INC | 36.1K | $809.9K | −$996 | Added$246.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 34.6K | $776.8K | −$1.39K | Cut−$13.3K |
| PSI Advisors, LLC | 34.6K | $775.9K | −$1.38K | Cut−$1.38K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 34.1K | $765.2K | −$1.2K | Added$89K |
| Mesirow Financial Investment Management, Inc. | 33.3K | $747.9K | −$1.04K | Added$163.6K |
| Wick Capital Partners, LLC | 32.4K | $726.4K | −$1.3K | Cut−$53.7K |
| Snowden Capital Advisors LLC | 32.2K | $722.3K | −$1.28K | Added$14.1K |
| Element Wealth, LLC | 31.6K | $707.9K | −$1.21K | Added$27.5K |
| CIBC WORLD MARKET INC. | 31.4K | $703.6K | −$1.25K | Cut−$266 |
| BENJAMIN EDWARDS INC | 31K | $695K | −$1.24K | Cut−$18.6K |
| CARY STREET PARTNERS FINANCIAL LLC | 30.8K | $691.5K | −$1.23K | Cut−$21.4K |
| Savvy Advisors, Inc. | 30.7K | $689.3K | −$996 | Added$124.8K |
| TABLEAUX LLC | 29.9K | $671.7K | −$18.9K | Cut−$1.86M |
| Beacon Pointe Advisors, LLC | 29.5K | $661.9K | −$1.09K | Added$54.4K |
| JOHNSON INVESTMENT COUNSEL INC | 29K | $651.3K | — | New |
| Koss-Olinger Consulting, LLC | 28.6K | $642K | −$1.24K | Added$36 |
| Spectrum Asset Management, Inc. (NB/CA) | 28K | $627.8K | −$1.12K | Cut−$12.8K |
| Pinnacle Bancorp, Inc. | 27.9K | $625K | −$1.09K | Added$13.9K |
| HARBOUR INVESTMENTS, INC. | 27.9K | $625K | −$914 | Added$109.6K |
| Blake Schutter Theil Wealth Advisors, LLC | 27K | $606.5K | −$1.08K | Cut−$1.08K |
| Conrad Siegel Investment Advisors, Inc. | 26.9K | $603.1K | −$1.07K | Added$4.34K |
| Pure Financial Advisors, LLC | 26.6K | $597.2K | −$1.01K | Added$27.4K |
| LBMC INVESTMENT ADVISORS, LLC | 26.4K | $592.2K | −$701 | Added$198.7K |
| JANE STREET GROUP, LLC | 26.2K | $587.1K | — | New |
| Essential Planning, LLC. | 25.8K | $577.8K | −$1.03K | Cut−$9.66K |
| Simplicity Wealth,LLC | 25.5K | $570.9K | −$1.02K | Cut−$1.47K |
| Madden Advisory Services, Inc. | 24.7K | $553.2K | −$411 | Added$322.2K |
| PNC Financial Services Group, Inc. | 24.2K | $543.8K | −$970 | Cut−$143.7K |
| Prosperity Planning, Inc. | 24.2K | $543.3K | −$496 | Added$263.9K |
| Raab & Moskowitz Asset Management LLC | 24.1K | $541.5K | −$571 | Added$221.1K |
| NATIONAL BANK OF CANADA /FI/ | 23.9K | $537.1K | −$938 | Added$10K |
| Cambridge Financial Group, LLC | 23.7K | $531.9K | $5.15K | Added$5.15K |
| MONEY CONCEPTS CAPITAL CORP | 23.5K | $526.7K | −$832 | Added$59.2K |
| Focused Wealth Management, Inc | 23.3K | $523.2K | −$906 | Added$16K |
| Stonebridge Financial Group, LLC | 23.3K | $521.9K | −$931 | Cut−$931 |
| Chesley Taft & Associates LLC | 23K | $515.9K | −$760 | Added$89K |
| World Investment Advisors | 23K | $515K | −$749 | Added$96.4K |
| MISSION WEALTH MANAGEMENT, LP | 22.6K | $506.4K | — | New |
| National Philanthropic Trust | 22.3K | $499.3K | −$891 | Cut−$891 |
| Icahn Capital | 22.1K | $494.8K | −$882 | Cut−$882 |
| Gilbert & Cook, Inc. | 22K | $494K | −$881 | Cut−$105.9K |
| BEACON FINANCIAL PLANNING, INC | 22K | $493K | — | New |
| Daybright Advisory Services, Inc. | 20.8K | $467K | −$831 | Added$1.97K |
| Avidian Wealth Enterprises, LLC | 20.5K | $460.6K | −$423 | Added$223.1K |
| Farther Finance Advisors, LLC | 20.1K | $449.3K | −$1.02K | Added$218.9K |
| Black Maple Capital Management LP | 20K | $448.6K | −$800 | Cut−$800 |
| Jacobi Capital Management LLC | 20K | $447.7K | −$788 | Added$4.91K |
| Walleye Partners, LLC | 19.6K | $439.8K | −$767 | Added$1.86K |
| Churchill Financial Advisors, LLC | 19.6K | $438.6K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 19K | $427K | −$474 | Added$169.4K |
| FIRST NATIONAL BANK OF OMAHA | 18.7K | $418.9K | −$934 | Cut−$934 |
| Keeler Thomas Management LLC | 18.1K | $406.9K | −$714 | Cut−$671.8K |
| Advisory Services Network, LLC | 18K | $404.6K | −$670 | Added$26.4K |
| Basepoint Wealth LLC | 17.9K | $400.4K | — | New |
| OneDigital Investment Advisors LLC | 17.5K | $392.8K | −$700 | Cut−$700 |
| Signature Wealth Management Group | 17.5K | $392.8K | −$700 | Cut−$700 |
| CFS Investment Advisory Services, LLC | 17.2K | $386.7K | −$602 | Cut−$333 |
| NOTTINGHAM ADVISORS, INC. | 17K | $381.3K | — | New |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 16.4K | $367.9K | −$656 | Cut−$369.2K |
| Black Swift Group, LLC | 16.4K | $367.3K | −$646 | Added$4.51K |
| Prime Capital Investment Advisors, LLC | 16.4K | $367.2K | −$633 | Added$12.5K |
| High Note Wealth, LLC | 16.2K | $363.5K | −$532 | Added$64.2K |
| ALTERNA WEALTH MANAGEMENT, INC | 16K | $358.6K | −$639 | Cut−$639 |
| Kestra Investment Management, LLC | 15.7K | $352.5K | −$618 | Added$3.38K |
| Private Advisor Group, LLC | 15.7K | $351.2K | −$630 | Cut−$10.7K |
| Crews Bank & Trust | 15.3K | $344.1K | −$614 | Cut−$614 |
| Visionary Wealth Advisors | 15.3K | $342.2K | −$610 | Cut−$1.22K |
| Trinity Wealth Management, LLC | 15.2K | $339.9K | −$606 | Cut−$606 |
| MLP3, LLC | 14.9K | $333.8K | −$407 | Added$106K |
| Yoder Wealth Management, Inc. | 14.6K | $327.5K | −$584 | Cut−$584 |
| KPP Advisory Services LLC | 14.6K | $326.9K | −$543 | Added$21.9K |
| Citadel | 14.5K | $326.2K | −$581 | Cut−$392.2K |
| LIBERTY WEALTH MANAGEMENT LLC | 14.2K | $317.4K | −$567 | Added$1.07K |
| Towne Trust Company, N.A | 13.6K | $304.4K | −$543 | Cut−$45.5K |
| Alessandra Capital Management, LLC | 13.5K | $302.8K | −$400 | Added$78.1K |
| Autumn Glory Partners, LLC | 13.5K | $302.2K | −$545 | Added$83 |
| TOWER BRIDGE ADVISORS | 13.4K | $300K | — | New |
| DAVENPORT & Co LLC | 13K | $290.7K | — | New |
| MONECO ADVISORS, LLC | 12.9K | $290.3K | −$518 | Cut−$518 |
| Prospera Financial Services Inc | 12.9K | $290K | — | New |
| LEVEL FOUR ADVISORY SERVICES, LLC | 12.7K | $285.9K | −$519 | Cut−$452 |
| Alamar Capital Management, LLC | 12.7K | $284.9K | −$508 | Cut−$508 |
| CGN Advisors LLC | 12.7K | $284.6K | −$420 | Added$48.6K |
| Hills Bank & Trust Co | 12.4K | $277.5K | −$487 | Added$3.55K |
| PRINCIPAL SECURITIES, INC. | 12.3K | $276.7K | −$490 | Added$1.55K |
| WASHINGTON TRUST Co | 12.3K | $275.8K | −$492 | Cut−$492 |
| DecisionMap Wealth Management, LLC | 11.8K | $264.7K | −$472 | Cut−$472 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 11.6K | $260K | −$444 | Added$10.2K |
| WORLD EQUITY GROUP, INC. | 11.5K | $258.1K | −$442 | Added$9.52K |
| FIFTH THIRD BANCORP | 11.5K | $257.9K | −$40 | Added$235.5K |
| Resonant Capital Advisors, LLC | 11.5K | $257.6K | −$459 | Cut−$459 |
| Highland Financial Advisors, LLC | 11.3K | $253.6K | −$452 | Cut−$452 |
| Decker Wealth Management LLC | 11.2K | $250.6K | −$447 | Cut−$447 |
| Mascoma Wealth Management LLC | 11K | $247.3K | −$441 | Cut−$441 |
| Atwater Malick LLC | 10.9K | $245.4K | — | New |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.9K | $244.3K | — | New |
| Waverly Advisors, LLC | 10.8K | $241.2K | −$431 | Cut−$12K |
| Guidance Point Advisors, LLC | 10.5K | $234.6K | −$397 | Added$11.6K |
| McGuire Investment Group, LLC | 10.4K | $233.8K | −$386 | Added$16.9K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10.4K | $232.3K | −$425 | Added$1.82K |
| Trust Co | 10.2K | $228.6K | −$401 | Added$249 |
| MATTERN CAPITAL MANAGEMENT, LLC | 10.1K | $226.5K | −$404 | Cut−$50.3K |
Who left
- NewEdge Advisors, LLC$39.2M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$9.69M
- MBL Wealth, LLC$5.69M
- Tower Research Capital LLC (TRC)$416.8K
- BCS Wealth Management$345.5K
- STAR Financial Bank$344.1K
- VISTA INVESTMENT MANAGEMENT$286.4K
- RFP Financial Group LLC$257.7K
- IFG Advisory, LLC$234.4K
- Cooper Financial Group$232K
- PRIVATE MANAGEMENT GROUP INC$201.8K
- Kohmann Bosshard Financial Services, LLC$49.2K
- Laurel Wealth Advisors LLC$30.3K
- Key Capital Management, INC$2.34K
- Investor's Fiduciary Advisor Network, LLC$2.3K
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.