Stock
Reported value
$1.09B
Holders
295
+27 new · −31 exited
Holders’ est. mark
−$17.1M
Price effect on 227 books still in the name
Largest holder
$200.9M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $215K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7.52M | $200.9M | −$4.22M | Added$2.53M |
| MORGAN STANLEY | 3.62M | $96.8M | −$2M | Added$2.87M |
| Annex Advisory Services, LLC | 3.04M | $81.2M | — | New |
| LPL Financial LLC | 2.33M | $62.2M | −$1.35M | Cut−$4.1M |
| Invesco Ltd. | 1.4M | $37.3M | −$809.2K | Cut−$1.25M |
| Allworth Financial LP | 1.39M | $37.1M | −$773.4K | Added$723.3K |
| ESL Trust Services, LLC | 1.24M | $33.2M | −$720.7K | Cut−$879.3K |
| ALLIANCEBERNSTEIN L.P. | 959K | $26.2M | $0 | Cut−$2.21M |
| State of Tennessee, Department of Treasury | 926K | $24.7M | −$787.1K | Cut−$39.4M |
| BlackRock, Inc. | 712.5K | $19M | −$413.3K | Cut−$6.14M |
| Baker Avenue Asset Management, LP | 680.5K | $18.2M | −$394.7K | Cut−$1.74M |
| NOVEM GROUP | 659.2K | $17.6M | −$365.2K | Added$424.7K |
| AMERIPRISE FINANCIAL INC | 634.4K | $17M | −$372.7K | Cut−$1.74M |
| NOMURA ASSET MANAGEMENT CO LTD | 596.1K | $15.9M | −$344.7K | Cut−$296.6K |
| UBS Group AG | 532.1K | $14.2M | −$308.6K | Cut−$814.2K |
| Cetera Investment Advisers | 525.4K | $14M | −$304.7K | Cut−$509.2K |
| State of New Jersey Common Pension Fund D | 525K | $14M | −$203K | Added$4.47M |
| Creative Planning | 473.7K | $12.7M | −$274.8K | Cut−$908.6K |
| ENVESTNET ASSET MANAGEMENT INC | 378.4K | $10.1M | −$194.1K | Added$973.1K |
| Breakwater Capital Group | 359.6K | $9.61M | −$198.3K | Added$277.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 353.7K | $9.45M | −$126.8K | Added$3.48M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 332.5K | $8.88M | −$97.7K | Added$4.29M |
| Private Advisor Group, LLC | 316.8K | $8.47M | −$183.8K | Cut−$2.07M |
| OSAIC HOLDINGS, INC. | 297.7K | $7.96M | −$172.2K | Cut−$1.08M |
| ASHFORD CAPITAL MANAGEMENT INC | 294K | $7.86M | −$138.6K | Added$1.33M |
| Scarborough Advisors, LLC | 273.7K | $7.31M | −$155.4K | Cut−$2.63K |
| HF Advisory Group, LLC | 268.8K | $7.18M | −$142.5K | Added$477.9K |
| Prepared Retirement Institute LLC | 266.5K | $7.12M | −$154.6K | Cut−$217.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 260K | $6.96M | −$173.3K | Cut−$2.5M |
| Petix & Botte Co | 246.5K | $6.59M | −$128.6K | Added$534.1K |
| CAPITAL WEALTH MANAGEMENT, LLC | 243.8K | $6.51M | −$112.6K | Added$1.21M |
| Marex Group plc | 239.7K | $6.41M | −$106K | Added$1.42M |
| GREAT VALLEY ADVISOR GROUP, INC. | 221.6K | $5.92M | −$128.7K | Cut−$353.1K |
| FIRST CITIZENS BANK & TRUST CO | 192.6K | $5.15M | −$53.3K | Added$2.64M |
| Insight Wealth Partners, LLC | 184.1K | $4.92M | −$101K | Added$164.5K |
| Kestra Advisory Services, LLC | 179.5K | $4.8M | −$95.1K | Added$320.2K |
| GOLDMAN SACHS GROUP INC | 171.5K | $4.58M | −$99.5K | Cut−$6.99M |
| Asset Allocation Strategies LLC | 171.1K | $4.57M | −$99.2K | Cut−$312.8K |
| TRUSTMARK BANK TRUST DEPARTMENT | 170.2K | $4.55M | −$98.7K | Cut−$1.35M |
| ASSETMARK, INC | 167.2K | $4.47M | −$83.8K | Added$521.7K |
| OLD MISSION CAPITAL LLC | 162.8K | $4.35M | −$31.1K | Added$2.89M |
| Transamerica Financial Advisors, LLC | 160.7K | $4.29M | −$93.2K | Cut−$401.3K |
| Impact Partnership Wealth, LLC | 157K | $4.19M | −$67.5K | Added$1.02M |
| RAYMOND JAMES FINANCIAL INC | 150.4K | $4.02M | −$81K | Added$207.5K |
| Liberty Atlantic Advisors LLC | 135.5K | $3.62M | −$48K | Added$1.36M |
| Ignite Planners, LLC | 132.9K | $3.56M | −$100.7K | Added$67.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 129.4K | $3.5M | −$56.3K | Cut−$292.9K |
| KRAEMATON INVESTMENT ADVISORS, INC | 127.8K | $3.42M | −$74.1K | Cut−$135K |
| US BANCORP \DE\ | 127.2K | $3.4M | −$71.6K | Added$28.9K |
| JPMORGAN CHASE & CO | 128.2K | $3.39M | −$42.5K | Added$2.03M |
| MML INVESTORS SERVICES, LLC | 124.5K | $3.33M | −$71K | Cut−$15.2K |
| Allianz Asset Management GmbH | 124.2K | $3.32M | −$72K | Cut−$72K |
| Envestnet Portfolio Solutions, Inc. | 120.5K | $3.22M | −$69.9K | Cut−$362K |
| Glassy Mountain Advisors, Inc. | 117.9K | $3.15M | −$66.5K | Added$20.8K |
| Concurrent Investment Advisors, LLC | 111.8K | $2.99M | −$24.7K | Added$1.83M |
| OneDigital Investment Advisors LLC | 109.6K | $2.93M | −$63.5K | Cut−$183.3K |
| Cornerstone Planning Group LLC | 104.1K | $2.81M | −$56.7K | Cut−$135.1K |
| MANNING & NAPIER ADVISORS LLC | 101.6K | $2.71M | −$61.4K | Added$5.52K |
| Cerity Partners LLC | 98.9K | $2.64M | −$56.3K | Cut−$6.5K |
| CWM, LLC | 98.5K | $2.63M | $2.63M | Added$2.63M |
| Strategic Financial Concepts, LLC | 2.67K | $2.63M | — | New |
| D L CARLSON INVESTMENT GROUP INC | 97.8K | $2.61M | −$53.7K | Added$88.6K |
| Independent Advisor Alliance | 97.3K | $2.6M | — | New |
| HighTower Advisors, LLC | 95.3K | $2.55M | −$27.9K | Added$1.23M |
| NOVARE CAPITAL MANAGEMENT LLC | 94.1K | $2.51M | −$47.3K | Added$287.6K |
| Addison Capital Co | 94.1K | $2.51M | −$52.2K | Added$61.8K |
| &PARTNERS | 94K | $2.51M | −$36.2K | Added$807.7K |
| Perigon Wealth Management, LLC | 93.4K | $2.5M | −$53.6K | Cut−$25.3K |
| Parcion Private Wealth LLC | 93.2K | $2.49M | −$51.9K | Added$50.3K |
| Proficio Capital Partners LLC | 89.9K | $2.4M | −$29.4K | Added$1.02M |
| INTEGRITY WEALTH ADVISORS, INC. | 88.4K | $2.36M | −$46.4K | Added$859.1K |
| Napier Financial, LLC | 85.7K | $2.29M | −$49.7K | Cut−$109.4K |
| Sequoia Financial Advisors, LLC | 84.9K | $2.27M | −$49.2K | Cut−$776.4K |
| Sherry Group, Inc. | 80K | $2.14M | −$49.4K | Cut−$40.6K |
| Mount Lucas Management LP | 79.6K | $2.13M | −$42K | Added$152.1K |
| Coastline Trust Co | 78.1K | $2.09M | −$45.3K | Cut−$1.96M |
| FORTE ASSET MANAGEMENT LLC | 78K | $2.08M | −$45.2K | Cut−$58.4K |
| ROYAL BANK OF CANADA | 77.9K | $2.08M | −$44.4K | Cut−$1.86M |
| ATX Financial Planning, LLC | 77K | $2.06M | — | New |
| PNC Financial Services Group, Inc. | 76.3K | $2.04M | −$41.7K | Added$77.9K |
| ASHTON THOMAS SECURITIES, LLC | 72.6K | $1.94M | — | New |
| FOCUS Wealth Advisors, LLC | 72K | $1.92M | −$41.7K | Cut−$124K |
| MATHER GROUP, LLC. | 69.8K | $1.87M | −$40.5K | Cut−$108.9K |
| GUIDANCE CAPITAL, INC | 63.1K | $1.7M | −$7.23K | Added$1.34M |
| Ausdal Financial Partners, Inc. | 63.5K | $1.7M | −$31.2K | Added$226.8K |
| Fifth Third Securities, Inc. | 61.8K | $1.65M | −$35.9K | Cut−$51.2K |
| FIFTH THIRD BANCORP | 61.5K | $1.64M | −$713 | Added$1.61M |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 60.5K | $1.62M | −$33.3K | Added$48.2K |
| Wealthfront Advisers LLC | 56K | $1.5M | −$21.5K | Added$483.7K |
| Wealth Advisory Solutions, LLC | 53.3K | $1.42M | −$29.3K | Added$47.3K |
| DDFG, Inc | 52.5K | $1.4M | −$28.8K | Added$49.7K |
| Integrated Wealth Concepts LLC | 47.3K | $1.26M | −$27.5K | Cut−$1.35M |
| Insight Advisors, LLC/ PA | 46.2K | $1.23M | −$26.2K | Cut−$189 |
| Farther Finance Advisors, LLC | 46K | $1.23M | −$24.5K | Added$56.8K |
| M.E. ALLISON & CO., INC. | 45.2K | $1.21M | −$26.2K | Cut−$25.5K |
| Signal Advisors Wealth, LLC | 42.5K | $1.13M | −$24.2K | Cut−$6.23K |
| D.A. DAVIDSON & CO. | 42.2K | $1.13M | −$24.3K | Cut−$17K |
| Centurion Wealth Management LLC | 41.8K | $1.12M | −$24.2K | Cut−$23.4K |
| Golden State Equity Partners | 39.7K | $1.06M | −$10.3K | Added$575K |
| SEAVIEW INVESTMENT MANAGERS LLC | 39.2K | $1.05M | −$11.4K | Added$510.8K |
| BLAIR WILLIAM & CO/IL | 38.5K | $1.03M | −$22.3K | Cut−$39.2K |
| STIFEL FINANCIAL CORP | 38.1K | $1.02M | −$18.9K | Added$130.5K |
| Equitable Holdings, Inc. | 36.8K | $1M | −$0 | Added$358.3K |
| OpenArc Corporate Advisory, LLC | 37.5K | $1M | −$19.7K | Added$72.6K |
| Geneos Wealth Management Inc. | 37.1K | $990.7K | −$20.3K | Added$35.7K |
| AE Wealth Management LLC | 36.1K | $964.9K | −$20.9K | Cut−$1.79M |
| MERCER GLOBAL ADVISORS INC /ADV | 35.5K | $947.6K | −$20.6K | Cut−$108.8K |
| OPPENHEIMER & CO INC | 35K | $936.5K | −$19.7K | Added$9.43K |
| TriaGen Wealth Management LLC | 33.9K | $905.5K | −$18.7K | Added$24.9K |
| PRINCIPAL SECURITIES, INC. | 32.4K | $867K | −$18.8K | Cut−$62.7K |
| NorthRock Partners, LLC | 31.1K | $831.7K | −$18.1K | Cut−$359.7K |
| VALLEY WEALTH MANAGERS, INC. | 30.6K | $817.4K | −$17.7K | Cut−$24K |
| Rialto Wealth Management, LLC | 30.1K | $805.2K | −$17.5K | Cut−$438.6K |
| Prime Capital Investment Advisors, LLC | 30K | $801.8K | −$17.4K | Cut−$17.9K |
| LexAurum Advisors, LLC | 29.6K | $790.3K | — | Held |
| Stratos Investment Management, LLC | 29.4K | $786.6K | −$17K | Cut−$14.6K |
| Kingsview Wealth Management, LLC | 28.7K | $767.9K | −$16.3K | Added$293 |
| Merit Financial Group, LLC | 28.7K | $767.3K | — | New |
| Mariner, LLC | 28.3K | $755.8K | −$15.5K | Added$25.5K |
| Ballast Rock Private Wealth LLC | 28.1K | $752.1K | −$15.6K | Added$19.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.6K | $738.3K | — | New |
| Wilson & Boucher Capital Management, LLC | 27.5K | $734.8K | −$15.8K | Cut−$10.5K |
| Yoder Wealth Management, Inc. | 27.3K | $730.7K | −$15.9K | Cut−$51.4K |
| Bright Futures Wealth Management, LLC. | 26.4K | $705.6K | −$15.3K | Cut−$52.8K |
| DARA CAPITAL US, INC. | 26.3K | $703.7K | −$15.3K | Cut−$15.3K |
| Symphony Financial, Ltd. Co. | 26.3K | $701K | −$18.8K | Cut−$51.5K |
| Brookstone Capital Management | 25.8K | $688.8K | −$15K | Cut−$76.6K |
| Outlook Wealth Advisors, LLC | 25.4K | $679.9K | −$14.8K | Cut−$1.02M |
| Sanctuary Advisors, LLC | 25.4K | $679.1K | −$9.94K | Added$211.4K |
| Exchange Bank | 25K | $667.4K | −$14.5K | Cut−$65.7K |
| Western Financial Corp/CA | 24.6K | $656.6K | −$14.3K | Cut−$38.1K |
| Simplicity Wealth,LLC | 24.3K | $648.8K | −$11K | Added$132.4K |
| Meridian Financial Advisors, LLC | 24.3K | $648.2K | −$11.3K | Added$118.2K |
| Dynamic Advisor Solutions LLC | 23.9K | $638.6K | −$13.9K | Cut−$88K |
| PUREfi Wealth, LLC | 23.9K | $637.7K | −$5.47K | Added$380.1K |
| Allie Family Office LLC | 22.9K | $610.6K | −$13.3K | Cut−$13.3K |
| First Citizens Asset Management, Inc. | 22.8K | $608.9K | −$12.6K | Added$15K |
| EP Wealth Advisors, LLC | 22.2K | $594.4K | −$4.38K | Added$387.6K |
| CLIENT 1ST ADVISORY GROUP, LLC | 21.2K | $567.2K | −$12.3K | Cut−$154.1K |
| Gateway Wealth Partners, LLC | 21.2K | $566.6K | — | New |
| L.K. Benson & Company, P.C. | 20.6K | $551K | −$11.9K | Cut−$8.47K |
| Investment Management Trust, LLC | 20.3K | $541.9K | — | Held |
| WESBANCO BANK INC | 20K | $534.4K | −$11.6K | Cut−$11.6K |
| Beacon Financial Advisory LLC | 18.4K | $491.9K | −$10.5K | Cut−$1.56K |
| Manchester Capital Management LLC | 17.8K | $474.5K | −$10.3K | Cut−$10.3K |
| Kaizen Financial Strategies | 17.2K | $468.6K | −$2.1K | Added$26.8K |
| Sovran Advisors, LLC | 16.8K | $455.1K | −$6.46K | Cut−$1.32M |
| ESG Planning DBA Harper Investing | 17K | $454.9K | −$9.78K | Cut−$5.64K |
| Cornerstone Wealth Management, LLC | 16.9K | $452.6K | −$5.9K | Added$175.3K |
| Ancora Advisors LLC | 16.9K | $451.1K | −$9.79K | Cut−$93.1K |
| JOURNEY STRATEGIC WEALTH LLC | 16.8K | $450.1K | −$9.77K | Cut−$9.77K |
| Zinnia Wealth Advisory, LLC | 16.4K | $439.5K | −$6.85K | Added$116.9K |
| MMBG INVESTMENT ADVISORS CO. | 16.3K | $435.3K | −$7.85K | Added$65.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.1K | $429.3K | −$9.31K | Cut−$9.2K |
| JANE STREET GROUP, LLC | 15.9K | $424.2K | −$9.21K | Cut−$13.8M |
| Wilmington Savings Fund Society, FSB | 15.8K | $421K | −$6.72K | Added$104.6K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15.6K | $415.6K | −$9.02K | Cut−$183.8K |
| Keating Financial Advisory Services, Inc. | 15.5K | $413.9K | −$4.63K | Added$196K |
| TWO SIGMA SECURITIES, LLC | 15.3K | $410.2K | — | New |
| Avior Wealth Management, LLC | 15.3K | $409.2K | −$4.83K | Added$181.7K |
| Advisory Services Network, LLC | 15.1K | $402.7K | −$7.1K | Added$69.1K |
| Wealthcare Advisory Partners LLC | 15K | $400K | −$8.68K | Cut−$54.1K |
| Baird Financial Group, Inc. | 14.9K | $397.1K | −$8.55K | Cut−$5.37K |
| Rockefeller Capital Management L.P. | 14.6K | $389.1K | −$8.35K | Cut−$3.97K |
| J.W. COLE ADVISORS, INC. | 14.2K | $378.5K | −$7.91K | Cut−$8.67K |
| Cedar Point Capital Partners, LLC | 14K | $373.4K | −$7.7K | Added$11K |
| Herold Advisors, Inc. | 13.8K | $367.9K | −$7.22K | Added$28.2K |
| PAX Financial Group, LLC | 13.6K | $364.4K | −$7.91K | Cut−$171.4K |
| JONES FINANCIAL COMPANIES LLLP | 13.6K | $359.2K | −$2.83K | Added$272.3K |
| MCDONALD PARTNERS LLC | 13.3K | $354.4K | −$7.69K | Cut−$7.69K |
| Arkadios Wealth Advisors | 12.7K | $339.5K | — | New |
| Balanced Rock Investment Advisors LLC | 12.6K | $337.8K | −$7.15K | Added$1.16K |
| Box Hill Private Wealth LLC | 12.6K | $337.6K | −$7.31K | Cut−$54.3K |
| Gladstone Institutional Advisory LLC | 12.6K | $337.5K | −$7.31K | Cut−$841.9K |
| Hyundai Investments Co., Ltd. | 12.6K | $332.7K | −$11.3K | Cut−$87.4K |
| Sequent Planning LLC | 12.3K | $329.3K | −$6.82K | Added$8.3K |
| Arete Wealth Advisors, LLC | 11.8K | $314.5K | $300.8K | Added$314.2K |
| AlphaCentric Advisors LLC | 11.7K | $311.8K | −$5.94K | Added$32.1K |
| Infinity Wealth Counsel, LLC | 11.5K | $306.2K | −$6.65K | Cut−$11.8K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 11.4K | $303.9K | −$6.6K | Cut−$6.6K |
| U.S. Capital Wealth Advisors, LLC | 11.1K | $297.4K | −$6.46K | Cut−$26K |
| CENTRAL TRUST Co | 11K | $293.9K | — | New |
| Bank of New York Mellon Corp | 10.9K | $291.5K | −$6.21K | Cut−$1.22K |
| PFG Advisors | 10.6K | $284K | −$6.18K | Cut−$46.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 10.5K | $279.8K | −$6.07K | Cut−$46.5K |
| Reyes Financial Architecture, Inc. | 10.4K | $276.8K | −$6.01K | Cut−$6.01K |
| Parallel Advisors, LLC | 9.91K | $264.9K | −$5.75K | Cut−$5.75K |
| SteelPeak Wealth, LLC | 9.72K | $259.7K | −$5.64K | Cut−$10.5K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9.69K | $258.8K | −$5.62K | Cut−$5.62K |
| Intergy Private Wealth, LLC | 9.69K | $258.8K | −$5.35K | Added$7.15K |
| B. Riley Wealth Advisors, Inc. | 9.78K | $258.6K | −$8.18K | Cut−$3.48K |
| Sigma Planning Corp | 9.49K | $253.5K | −$5.51K | Cut−$22.7K |
| Live Oak Investment Partners | 9.47K | $253.1K | — | New |
| COFG Advisors, LLC | 9.45K | $252.4K | −$5.41K | Cut−$2.98K |
| Navis Wealth Advisors, LLC | 9.22K | $246.4K | — | New |
| TRUIST FINANCIAL CORP | 9.08K | $242.7K | −$4.85K | Added$14.2K |
| MONEY CONCEPTS CAPITAL CORP | 9.07K | $242.3K | −$5.26K | Cut−$27.7K |
| Spire Wealth Management | 8.98K | $239.9K | −$5.22K | Cut−$5.35K |
| Summit Financial, LLC | 8.96K | $239.5K | — | New |
| Banque Cantonale Vaudoise | 8.82K | $236K | −$2.89K | Added$110K |
| Prospera Financial Services Inc | 8.72K | $233K | −$5.03K | Cut−$4.98K |
| NTV Asset Management LLC | 8.3K | $221.8K | −$4.81K | Cut−$18.5K |
| Boreal Capital Management LLC | 1 | $219.2K | — | Cut−$4.76K |
| Alteri Wealth LLC | 8.14K | $217.6K | −$4.71K | Cut−$3.99K |
| Fidelity | 8.05K | $215K | −$2.75K | Added$85.8K |
| Vontobel Holding Ltd. | 8K | $213.8K | −$4.64K | Cut−$113.8K |
| Dorsey & Whitney Trust CO LLC | 8K | $213.8K | −$4.64K | Cut−$4.64K |
| IHT Wealth Management, LLC | 7.98K | $213.2K | −$4.62K | Cut−$301.7K |
| Global Assets Advisory, LLC | 7.85K | $209.8K | −$4.48K | Cut−$1.14K |
| Apollon Wealth Management, LLC | 7.75K | $207.2K | −$4.46K | Cut−$3.61K |
| Storen Legacy Partners, LLC | 7.71K | $205.9K | — | New |
| Saxony Capital Management, LLC | 7.61K | $203.2K | −$4.41K | Cut−$4.2K |
| Bank of New Hampshire | 7.08K | $189.2K | −$4.11K | Cut−$23.2K |
| Root Financial Partners, LLC | 6.48K | $173.1K | −$3.54K | Added$6.48K |
| BANK OF MONTREAL /CAN/ | 6.43K | $171.8K | −$3.72K | Cut−$3.56K |
| Annis Gardner Whiting Capital Advisors, LLC | 6.34K | $169.4K | −$3.68K | Cut−$11K |
| Orion Capital Management LLC | 5.5K | $147K | −$3.19K | Cut−$3.19K |
| CITIGROUP INC | 4.74K | $126.6K | −$2.75K | Cut−$2.75K |
| Steward Partners Investment Advisory, LLC | 4.6K | $122.9K | −$2.67K | Cut−$2.67K |
| IFP Advisors, Inc | 4.59K | $122.7K | −$2.66K | Cut−$4.11K |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3.95K | $105.6K | −$2.29K | Cut−$2.29K |
| Municipal Employees' Retirement System of Michigan | 3.66M | $97.7K | −$2.12K | Cut−$2.12K |
| HARBOUR INVESTMENTS, INC. | 3.64K | $97.2K | −$1.65K | Added$18.1K |
| MCGUIRE CAPITAL ADVISORS INC | 3.62K | $96.8K | −$2.08K | Cut−$4.84K |
| Philadelphia Investment Partners, LLC | 3.45K | $92.1K | — | Held |
| Sound Income Strategies, LLC | 3.32K | $88.8K | −$2.66K | Cut−$3.54K |
| NBT BANK N A /NY | 3.27K | $87.5K | −$93.2K | Cut−$6.38K |
| Sunbelt Securities, Inc. | 3.15K | $84.2K | −$1.82K | Cut−$1.69K |
| PRIVATE TRUST CO NA | 2.95K | $78.8K | −$1.71K | Cut−$1.71K |
| Wealth Enhancement Trust Services, Inc. | 2.57K | $68.8K | −$889 | Added$26.9K |
| KM Capital Management Ltd. | 2.53K | $68.3K | — | New |
| Y.D. More Investments Ltd | 2K | $53.4K | — | New |
| CoreCap Advisors, LLC | 1.86K | $49.7K | −$975 | Added$2.55K |
| Golden State Wealth Management, LLC | 1.63K | $43.6K | −$829 | Added$4.57K |
| GILPIN WEALTH MANAGEMENT, LLC | 1.61K | $43K | −$933 | Cut−$14.7K |
| WOLFF WIESE MAGANA LLC | 1.42K | $37.9K | −$819 | Cut−$472 |
| Asset Dedication, LLC | 1.29K | $34.5K | −$749 | Cut−$749 |
| Aptus Capital Advisors, LLC | 1.24K | $33.1K | −$717 | Cut−$2.65K |
| Strategic Investment Solutions, Inc. /IL | 1.22K | $32.6K | −$695 | Cut−$348 |
| RMG Wealth Management LLC | 1.16K | $31.3K | — | New |
| WealthShield Partners, LLC | 1.15K | $30.7K | −$667 | Cut−$1.57K |
| WELLS FARGO & COMPANY/MN | 1.1K | $29.5K | −$116 | Added$23.7K |
| Wellington Grp LLC | 979 | $26.2K | — | New |
| Caldwell Trust Co | 850 | $22.7K | −$493 | Cut−$493 |
| MAI Capital Management | 839 | $22.4K | −$486 | Cut−$46.7K |
| Signature Resources Capital Management, LLC | 788 | $21.1K | −$457 | Cut−$457 |
| Bravera Wealth | 734 | $19.6K | −$426 | Cut−$426 |
| Founders Financial Alliance, LLC | 680 | $18.2K | −$394 | Cut−$394 |
| Triumph Capital Management | 650 | $17.4K | −$377 | Cut−$377 |
| Vision Retirement, LLC | 587 | $15.7K | −$340 | Cut−$340 |
Who left
- Varma Mutual Pension Insurance Co$54.6M
- TOEWS CORP /ADV$15.5M
- Independence Financial Advisors, LLC$13M
- Stratos Wealth Partners, LTD.$7.74M
- World Investment Advisors$4.13M
- CONTINUUM WEALTH ADVISORS, LLC$3.46M
- IFG Advisory, LLC$2.45M
- Orion Porfolio Solutions, LLC$1.92M
- AXS Investments LLC$1.56M
- NewEdge Advisors, LLC$1.28M
- Wilian Securities, LLC$1.09M
- Cumberland Partners Ltd$1.06M
- Aristides Capital LLC$561K
- Eddie Patel Inc$532.1K
- Retirement Management Systems Inc.$496.4K
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.