Stock
Reported value
$188.8M
Holders
55
+6 new · −3 exited
Holders’ est. mark
−$116.4K
Price effect on 49 books still in the name
Largest holder
$36.7M
Atlantic Union Bankshares Corp
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.04M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 1.43M | $36.7M | −$228.5K | Added$3.8M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 919.2K | $23.6M | −$128.6K | Added$5.07M |
| SUMMITRY LLC | 863.4K | $22.1M | −$154.2K | Cut−$49.5K |
| STIFEL FINANCIAL CORP | 566K | $14.5M | −$94.4K | Added$933.3K |
| BENJAMIN EDWARDS INC | 506K | $13M | −$83.9K | Added$892K |
| ROYAL BANK OF CANADA | 422.5K | $10.8M | −$61.8K | Added$1.89M |
| D.A. DAVIDSON & CO. | 384.7K | $9.86M | −$67.1K | Added$204K |
| Atlantic Private Wealth, LLC | 231.2K | $5.92M | −$41.5K | Cut−$133.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 193.5K | $4.96M | −$31.1K | Added$494.3K |
| AMERIPRISE FINANCIAL INC | 177.6K | $4.55M | — | New |
| MORGAN STANLEY | 153K | $3.92M | −$27.5K | Cut−$136.4K |
| Probity Advisors, Inc. | 146.6K | $3.76M | −$19.8K | Added$905.2K |
| UBS Group AG | 132.8K | $3.4M | −$2.21K | Added$3.09M |
| MERCER GLOBAL ADVISORS INC /ADV | 130.2K | $3.34M | −$21.7K | Added$218.1K |
| Accretive Wealth Partners, LLC | 128.2K | $3.29M | −$23K | Cut−$34.5K |
| HighTower Advisors, LLC | 103.6K | $2.66M | −$18.5K | Cut−$10.9K |
| ENVESTNET ASSET MANAGEMENT INC | 99.4K | $2.55M | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 95.2K | $2.44M | −$15K | Added$467K |
| RAYMOND JAMES FINANCIAL INC | 75K | $1.92M | −$5.33K | Added$1.16M |
| Cetera Investment Advisers | 58.3K | $1.49M | −$10.1K | Added$40.6K |
| Reliant Wealth Planning | 52.4K | $1.34M | −$9.4K | Cut−$9.4K |
| BANK OF AMERICA CORP /DE/ | 41.6K | $1.07M | −$6.94K | Added$66K |
| Petros Family Wealth, LLC | 41.1K | $1.05M | −$3.6K | Added$537.1K |
| Citadel | 40.7K | $1.04M | −$5.17K | Added$298.1K |
| CWM, LLC | 38.8K | $994.9K | $993.9K | Added$993.9K |
| U.S. Capital Wealth Advisors, LLC | 36.9K | $945.1K | −$6.62K | Cut−$6.54K |
| LPL Financial LLC | 34.5K | $883.5K | −$6.2K | Cut−$48K |
| GOLDMAN SACHS GROUP INC | 31.8K | $815.7K | −$5.71K | Cut−$50.3K |
| L2 Asset Management, LLC | 25K | $640K | −$4.44K | Cut−$466 |
| WELLS FARGO & COMPANY/MN | 22.1K | $566.2K | −$1.53K | Added$346.6K |
| JANE STREET GROUP, LLC | 22K | $564.1K | −$3.01K | Added$132K |
| Equitable Holdings, Inc. | 20.8K | $535.9K | −$0 | Cut−$1.55K |
| Krilogy Financial LLC | 17.6K | $451K | −$2.9K | Cut−$177.2K |
| MML INVESTORS SERVICES, LLC | 15.7K | $401.2K | −$2.81K | Cut−$36.8K |
| Keeler Thomas Management LLC | 15.5K | $396.7K | −$2.79K | Cut−$1.25M |
| Apella Capital, LLC | 14.4K | $370.8K | −$784 | Cut−$784 |
| Jacobi Capital Management LLC | 11.4K | $291.7K | −$1.99K | Added$5.72K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.3K | $265.3K | −$1.78K | Added$9.88K |
| DEARBORN PARTNERS LLC | 9.12K | $237.7K | −$2.42K | Added$32K |
| Waverly Advisors, LLC | 8.55K | $219.2K | −$1.53K | Cut−$1.53K |
| Guidance Point Advisors, LLC | 8.28K | $212.2K | −$1.4K | Added$11.2K |
| SIGNATUREFD, LLC | 7.84K | $200.9K | −$1.41K | Cut−$1.41K |
| IFP Advisors, Inc | 4.99K | $127.8K | −$856 | Added$4.71K |
| CNB Bank | 4.81K | $123.3K | −$864 | Cut−$1.43K |
| Physician Wealth Advisors, Inc. | 4K | $102.5K | −$718 | Cut−$718 |
| FIFTH THIRD BANCORP | 2.73K | $69.9K | — | New |
| OSAIC HOLDINGS, INC. | 1.84K | $47.1K | −$331 | Cut−$331 |
| Advisory Services Network, LLC | 1.49K | $38.1K | — | New |
| CENTRAL TRUST Co | 1.39K | $35.5K | −$249 | Cut−$6.91K |
| Hyposwiss Advisors SA | 1.36K | $35K | −$245 | Cut−$245 |
| Asset Dedication, LLC | 1.04K | $26.6K | −$186 | Cut−$186 |
| CVA Family Office, LLC | 583 | $14.9K | −$105 | Cut−$105 |
| Root Financial Partners, LLC | 268 | $6.87K | — | New |
| Signature Resources Capital Management, LLC | 107 | $2.74K | — | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 20K | $513 | −$1 | Added$278 |
Who left
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.