Stock
Reported value
$2.56B
Holders
460
+39 new · −29 exited
Holders’ est. mark
$15.2M
Price effect on 238 books still in the name
Largest holder
$237.2M
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/ | 9.79M | $237.2M | $97.7K | Added$547.7K |
| Lido Advisors, LLC | 4.67M | $113.3M | −$212.5K | Added$26.3M |
| MERCER GLOBAL ADVISORS INC /ADV | 4.27M | $103.6M | $4.03K | Added$3.32M |
| HM PAYSON & CO | 4.19M | $101.6M | $41.9K | Cut−$2.2M |
| LPL Financial LLC | 4.04M | $98M | $40.5K | Cut−$21.2K |
| MORGAN STANLEY | 3.75M | $90.9M | $37.5K | Cut−$3.07M |
| RAYMOND JAMES FINANCIAL INC | 2.67M | $64.6M | $26.7K | Cut−$13.9M |
| Sound View Wealth Advisors Group, LLC | 1.98M | $48M | $19.8K | Cut−$756.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.68M | $40.8M | $14.1K | Added$6.69M |
| CAPTRUST FINANCIAL ADVISORS | 1.54M | $37.4M | $15.4K | Cut−$33.3M |
| Gratus Wealth Advisors, LLC | 1.5M | $36.3M | $14.4K | Added$1.47M |
| ROYAL BANK OF CANADA | 1.46M | $35.3M | $14.6K | Cut−$695K |
| AMERIPRISE FINANCIAL INC | 1.45M | $35M | −$14.8K | Cut−$985K |
| Kathmere Capital Management, LLC | 1.39M | $33.8M | $12.8K | Added$2.79M |
| Howland Capital Management LLC | 1.33M | $32.2M | $13.3K | Cut−$281.7K |
| HighTower Advisors, LLC | 1.31M | $31.9M | $13.2K | Cut−$1.97M |
| SHUFRO ROSE & CO LLC | 1.24M | $30.1M | $11.9K | Added$1.29M |
| Focus Partners Wealth | 1.23M | $29.9M | $12.3K | Cut−$1.61M |
| SIGMA INVESTMENT COUNSELORS INC | 1.16M | $28M | $11.6K | Cut−$1.15M |
| RVW Wealth, LLC | 1.14M | $27.6M | $11.4K | Cut−$4.3M |
| Stratos Wealth Partners, LTD. | 1.11M | $27M | $10.4K | Added$1.8M |
| Kestra Advisory Services, LLC | 1.03M | $25M | $8.51K | Added$4.4M |
| WELLS FARGO & COMPANY/MN | 1.02M | $24.8M | $10.2K | Cut−$4.64M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.02M | $24.7M | $10.2K | Cut−$1.42M |
| COWA, LLC | 1.02M | $24.6M | $633.5K | Added$5.41M |
| Mariner, LLC | 1.01M | $24.5M | $9.82K | Added$720.5K |
| TABR Capital Management, LLC | 995.4K | $24.1M | $9.78K | Added$449.3K |
| IFS Advisors, LLC | 967.8K | $23.5M | $9.37K | Added$777.1K |
| Mesirow Financial Investment Management, Inc. | 882.9K | $21.4M | $4.46K | Added$10.6M |
| TRUIST FINANCIAL CORP | 866.7K | $21M | $8.31K | Added$875.7K |
| Venture Visionary Partners LLC | 864K | $20.9M | −$135.9K | Added$699.2K |
| BENJAMIN EDWARDS INC | 809.6K | $19.6M | $7.54K | Added$1.38M |
| REBALANCE, LLC | 760.4K | $18.4M | $7.62K | Cut−$291.7K |
| US BANCORP \DE\ | 753.3K | $18.3M | $7.53K | Cut−$497.1K |
| MV CAPITAL MANAGEMENT, INC. | 751.4K | $18.2M | $7.2K | Added$728.7K |
| Glenview Trust Co | 711K | $17.2M | $6.6K | Added$1.23M |
| CWM, LLC | 676.9K | $16.4M | $14.2M | Added$16.4M |
| Sanctuary Advisors, LLC | 657K | $15.9M | $6.42K | Added$421.1K |
| NovaPoint Capital, LLC | 634.9K | $15.4M | $6.35K | Cut−$400K |
| Capital Investment Advisors, LLC | 618.4K | $15M | $5.41K | Added$1.88M |
| Strid Group, LLC | 605.9K | $14.7M | $5.88K | Added$402.9K |
| BlackRock, Inc. | 591.7K | $14.3M | $3.71K | Added$5.36M |
| Beacon Pointe Advisors, LLC | 587.3K | $14.2M | $5.44K | Added$1.06M |
| SPINNAKER TRUST | 574.5K | $13.9M | $5.4K | Added$844.3K |
| CENTRAL TRUST Co | 544.1K | $13.2M | $5.44K | Cut−$2.24M |
| Northstar Group, Inc. | 536.3K | $13M | $5.36K | Cut−$137K |
| Wick Capital Partners, LLC | 483.3K | $11.7M | $4.46K | Added$898.3K |
| Baltimore-Washington Financial Advisors, Inc. | 482.8K | $11.7M | $4.81K | Cut−$164.8K |
| IFP Advisors, Inc | 481.2K | $11.7M | $3.97K | Added$2.06M |
| Beaumont Asset Management, L.L.C. | 476K | $11.5M | $2.66K | Added$5.13M |
| EP Wealth Advisors, LLC | 467.6K | $11.3M | $4.68K | Cut−$400.2K |
| LYELL WEALTH MANAGEMENT, LP | 466.3K | $11.3M | $4.66K | Cut−$770K |
| MOSELEY INVESTMENT MANAGEMENT INC | 427.7K | $10.4M | $4.12K | Added$406.2K |
| Arrow Financial Corp | 425.6K | $10.3M | $4.27K | Cut−$3.69M |
| Allworth Financial LP | 422.9K | $10.3M | $4.14K | Added$242.8K |
| First National Trust Co | 421.9K | $10.2M | $3.83K | Added$937.2K |
| Balentine LLC | 413.9K | $10M | $2.77K | Added$3.33M |
| Windsor Capital Management, LLC | 396.3K | $9.61M | $3.97K | Cut−$501.3K |
| ARCADIA INVESTMENT ADVISORS LLC | 395.3K | $9.58M | $3.76K | Added$482.4K |
| Composition Wealth, LLC | 385.2K | $9.34M | $1.42K | Added$5.88M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 384.3K | $9.32M | $3.72K | Added$301K |
| STIFEL FINANCIAL CORP | 383.7K | $9.3M | $3.65K | Added$353.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 372.5K | $9.03M | $2.51K | Added$1.69M |
| McGuire Investment Group, LLC | 361.4K | $8.76M | $3.61K | Cut−$194.4K |
| SAX WEALTH ADVISORS, LLC | 361.3K | $8.75M | $0 | Held |
| Cetera Investment Advisers | 354.3K | $8.59M | $3.15K | Added$945.4K |
| ENVESTNET ASSET MANAGEMENT INC | 346.7K | $8.4M | $1.62K | Added$4.5M |
| Kesler, Norman & Wride, LLC | 338.6K | $8.21M | $3.38K | Added$36.6K |
| Atria Investments, Inc | 338.3K | $8.2M | $3.25K | Added$287.2K |
| Madden Advisory Services, Inc. | 330.2K | $8M | $3.17K | Added$331.9K |
| Ironwood Financial, llc | 325.9K | $7.9M | −$6 | Cut−$255.5K |
| InvesTrust | 324.1K | $7.86M | $3.24K | Cut−$227.1K |
| OneDigital Investment Advisors LLC | 317.6K | $7.7M | $3.18K | Cut−$12.8K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 309.8K | $7.51M | $2.64K | Added$1.12M |
| Merit Financial Group, LLC | 306.2K | $7.42M | $2.89K | Added$420.5K |
| OSAIC HOLDINGS, INC. | 301.3K | $7.3M | $3K | Cut−$694.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 297.3K | $7.21M | — | New |
| Integrated Wealth Concepts LLC | 296.8K | $7.2M | $2.36K | Added$1.46M |
| Cornerstone Planning, LLC | 287.2K | $6.97M | $8.27K | Cut−$7.46M |
| Parallel Advisors, LLC | 269.4K | $6.53M | −$46K | Added$431.6K |
| Resonant Capital Advisors, LLC | 257.1K | $6.23M | $2.57K | Cut−$23.6K |
| Modern Wealth Management, LLC | 257.8K | $6.23M | −$15K | Added$1.04M |
| Private Advisor Group, LLC | 253.4K | $6.14M | $2.54K | Cut−$252.9K |
| REGIONS FINANCIAL CORP | 249.2K | $6.04M | $2.2K | Added$715.7K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 248.6K | $6.03M | $2.5K | Cut−$240.6K |
| Snowden Capital Advisors LLC | 243.9K | $5.91M | $2.41K | Cut−$87.3K |
| Citadel | 243.3K | $5.9M | — | New |
| HAMEL ASSOCIATES, INC. | 243K | $5.89M | $2.39K | Added$99.7K |
| Laurel Wealth Advisors LLC | 240.6K | $5.82M | −$7.2K | Cut−$295.6K |
| Signature Wealth Management Group | 232.1K | $5.63M | $2.32K | Cut−$60.9K |
| MCF Advisors LLC | 230.5K | $5.59M | $2.3K | Added$37.1K |
| Quantum Financial Advisors, LLC | 228.1K | $5.53M | $2.13K | Added$364.3K |
| Crews Bank & Trust | 225.7K | $5.47M | $2.26K | Cut−$44.1K |
| Houlihan Financial Resource Group, Ltd. | 224.7K | $5.45M | −$2.82K | Cut−$129.7K |
| Krilogy Financial LLC | 220.6K | $5.34M | −$15.4K | Cut−$27.2K |
| Praetorian Wealth Management, Inc. | 220.4K | $5.33M | −$8.83K | Cut−$704.8K |
| Winthrop Partners - WNY, LLC | 219.4K | $5.32M | $2.19K | Cut−$97.4K |
| Delta Wealth Advisors LLC | 219.4K | $5.32M | $1.68K | Added$1.26M |
| Atlantic Union Bankshares Corp | 216K | $5.24M | $2.16K | Cut−$371.4K |
| Sowell Financial Services LLC | 211.8K | $5.13M | $2.07K | Added$163K |
| LBMC INVESTMENT ADVISORS, LLC | 211.4K | $5.12M | $2.11K | Cut−$29.7K |
| Creative Planning | 209.5K | $5.08M | $2.06K | Added$102.8K |
| Aviance Capital Partners, LLC | 209.1K | $5.07M | $2K | Added$248K |
| Guidance Point Advisors, LLC | 206.4K | $5M | $2.04K | Cut−$62.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 204.5K | $4.94M | −$12.3K | Cut−$10.1M |
| Heartland Bank & Trust Co | 200.1K | $4.85M | $1.76K | Added$599.6K |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 199.6K | $4.84M | $2K | Cut−$21.5K |
| JONES FINANCIAL COMPANIES LLLP | 197.7K | $4.79M | $10 | Added$1.05M |
| JPMORGAN CHASE & CO | 196.6K | $4.76M | −$1 | Cut−$495.7K |
| Prospera Financial Services Inc | 190.3K | $4.61M | $2K | Cut−$518.2K |
| Valmark Advisers, Inc. | 186.8K | $4.53M | $1.76K | Added$267K |
| HANCOCK WHITNEY CORP | 186.6K | $4.52M | $1.86K | Added$28.5K |
| 4Thought Financial Group Inc. | 184.6K | $4.47M | $1.84K | Cut−$35.2K |
| Great Diamond Partners, LLC | 177K | $4.29M | $1.43K | Added$830.3K |
| MONECO ADVISORS, LLC | 174.8K | $4.24M | $1.73K | Added$81.7K |
| JANE STREET GROUP, LLC | 171.2K | $4.15M | — | New |
| McGlone Suttner Wealth Management, Inc. | 168.6K | $4.09M | $1.61K | Added$164K |
| New England Private Wealth Advisors LLC | 166.6K | $4.04M | $1.68K | Cut−$155.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 166.3K | $4.03M | $1.6K | Added$177.3K |
| Integrated Advisors Network LLC | 163K | $3.95M | $1.49K | Added$346.6K |
| Cornell Pochily Investment Advisors, Inc. | 161.9K | $3.92M | $1.62K | Cut−$26.5K |
| Equitable Holdings, Inc. | 154.7K | $3.75M | $77 | Added$1.22M |
| IRON Financial LLC | 153.8K | $3.73M | $1.55K | Cut−$34.6K |
| Foundation Wealth Management, LLC | 152.7K | $3.7M | −$4 | Cut−$32K |
| Evergreen Private Wealth LLC | 148.7K | $3.6M | $1.47K | Added$54.1K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 148K | $3.59M | $1.48K | Cut−$97.7K |
| DEUTSCHE BANK AG\ | 146.9K | $3.56M | $1.47K | Cut−$50K |
| SONATA CAPITAL GROUP INC | 146.1K | $3.54M | $1.46K | Cut−$23.9K |
| PRECEDENT WEALTH PARTNERS, LLC | 142.7K | $3.46M | $1.4K | Added$102.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 137.3K | $3.33M | $1.17K | Added$486K |
| Leo Wealth, LLC | 137.1K | $3.32M | $1.37K | Added$35.5K |
| Scissortail Wealth Management, LLC | 136K | $3.3M | $1.15K | Added$504.8K |
| Stonebrook Private Inc. | 136K | $3.3M | $1.3K | Added$135.3K |
| Breachway Investments LLC | 133.6K | $3.22M | −$13.9K | Added$144K |
| Forvis Mazars Wealth Advisors, LLC | 130.1K | $3.15M | $1.3K | Cut−$48.7K |
| DRIVE WEALTH MANAGEMENT, LLC | 126.4K | $3.06M | $1.25K | Cut−$519.9K |
| Probity Advisors, Inc. | 125.6K | $3.04M | $1.25K | Cut−$1.98M |
| TFR Capital, LLC. | 124.4K | $3.01M | $803 | Added$1.07M |
| Rubicon Advisors, GP | 124.2K | $3.01M | $976 | Added$636.1K |
| Weaver Consulting Group | 122.9K | $2.98M | $1.23K | Cut−$653.9K |
| FIRST MANHATTAN CO. LLC. | 121.4K | $2.94M | $1.07K | Added$353K |
| SMITH, MOORE & CO. | 117.7K | $2.85M | $1.19K | Cut−$303.2K |
| Associated Banc-Corp | 112.4K | $2.72M | $1.11K | Added$34.9K |
| Keeler Thomas Management LLC | 111.1K | $2.69M | $1.11K | Cut−$6.4M |
| Round Rock Advisors LLC | 110K | $2.67M | $1.09K | Added$3.17K |
| Penobscot Investment Management Company, Inc. | 107.6K | $2.61M | $1.08K | Cut−$117.7K |
| 10Elms LLP | 107K | $2.59M | $462 | Added$1.47M |
| Chesley Taft & Associates LLC | 106.6K | $2.58M | $1.07K | Cut−$62.3K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 105.1K | $2.55M | $1.05K | Cut−$2.7K |
| BRIGHTON SECURITIES CORP. | 104.3K | $2.53M | $1.04K | Cut−$125.1K |
| Sightline Wealth Advisors, LLC | 103.2K | $2.5M | $1.05K | Cut−$1.45M |
| HARBOR INVESTMENT ADVISORY, LLC | 101.8K | $2.47M | $982 | Added$87.4K |
| PNC Financial Services Group, Inc. | 101.8K | $2.47M | $436 | Added$1.37M |
| TFO Wealth Partners, LLC | 99.6K | $2.41M | $989 | Added$17.3K |
| KINTRA WEALTH, LLC | 98.4K | $2.39M | $912 | Added$201.8K |
| Rossmore Private Capital | 96.1K | $2.33M | $945 | Added$38K |
| Bulltick Wealth Management, LLC | 95.4K | $2.31M | $954 | Cut−$8.6M |
| Centennial Advisors, LLC | 94.6K | $2.29M | $960 | Cut−$236.4K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 92.5K | $2.24M | $465 | Added$1.1M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 92K | $2.23M | $920 | Cut−$130.4K |
| Godshalk Welsh Capital Management, Inc. | 90K | $2.18M | $844 | Added$137.8K |
| Crestmont Private Wealth LLC | 88.7K | $2.15M | — | New |
| Sequoia Financial Advisors, LLC | 88.2K | $2.14M | $800 | Added$200.6K |
| Commonwealth Financial Services, LLC | 85.1K | $2.06M | $847 | Cut−$2.98K |
| Klaas Financial Asset Advisors, LLC | 84.6K | $2.05M | $824 | Added$53.9K |
| 4J Wealth Management LLC | 83.9K | $2.03M | $848 | Cut−$44.3K |
| CARY STREET PARTNERS FINANCIAL LLC | 82.3K | $1.99M | $823 | Cut−$73.2K |
| Fortis Capital Management LLC | 81.6K | $1.98M | $805 | Cut−$7.75K |
| MML INVESTORS SERVICES, LLC | 81.5K | $1.97M | $833 | Cut−$335.9K |
| WRAPMANAGER INC | 80.8K | $1.96M | $788 | Added$48.9K |
| Livet Wealth, LLC | 79.6K | $1.93M | $616 | Added$438.3K |
| Montecito Bank & Trust | 78K | $1.89M | $722 | Added$139.7K |
| Endowment Wealth Management, Inc. | 77K | $1.87M | $610 | Added$358.7K |
| VALLEY WEALTH MANAGERS, INC. | 76.8K | $1.86M | $767 | Added$19.6K |
| Cerity Partners LLC | 74.8K | $1.81M | — | New |
| BEACON FINANCIAL GROUP | 74.7K | $1.81M | $739 | Cut−$61.5K |
| Independent Advisor Alliance | 74K | $1.79M | — | New |
| J.W. COLE ADVISORS, INC. | 73.6K | $1.78M | $718 | Added$25K |
| MidFirst Bank | 71.2K | $1.72M | $705 | Added$15.7K |
| Foundry Financial Group, Inc. | 70.9K | $1.72M | $708 | Cut−$247.4K |
| Conrad Siegel Investment Advisors, Inc. | 70.1K | $1.7M | $495 | Added$505.7K |
| Eldridge Investment Advisors, Inc. | 70.1K | $1.7M | $685 | Added$37K |
| JAMES INVESTMENT RESEARCH, INC. | 70K | $1.7M | $701 | Cut−$85.7K |
| HARBOR ADVISORY CORP /MA/ | 67.9K | $1.65M | $679 | Added$679 |
| Arcataur Capital Management LLC | 66.5K | $1.61M | $666 | Added$666 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 66.4K | $1.61M | $678 | Cut−$44K |
| Hills Bank & Trust Co | 64.6K | $1.57M | $645 | Added$3.31K |
| AlTi Global, Inc. | 63.4K | $1.54M | $634 | Added$634 |
| PRIVATE CLIENT SERVICES, LLC | 62.2K | $1.51M | — | New |
| Black Swift Group, LLC | 62.2K | $1.51M | $622 | Cut−$107.6K |
| High Note Wealth, LLC | 61.5K | $1.49M | $190 | Added$1.03M |
| SYON CAPITAL LLC | 61.2K | $1.48M | — | New |
| Redwood Financial Network Corp | 60.3K | $1.46M | $604 | Added$24K |
| Northwest Bancshares, Inc. | 59.2K | $1.44M | $593 | Cut−$41.7K |
| Archford Capital Strategies, LLC | 57.3K | $1.39M | $573 | Cut−$26.4K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 56.6K | $1.37M | $566 | Added$2.5K |
| Cove Private Wealth, LLC | 55.8K | $1.35M | $336 | Added$540.1K |
| Accretive Wealth Partners, LLC | 55.7K | $1.35M | $484 | Added$179.9K |
| LifePlan Financial, LLC | 54.9K | $1.33M | $549 | Cut−$686K |
| Reliant Wealth Planning | 54.7K | $1.33M | $548 | Cut−$41.6K |
| DUDLEY CAPITAL MANAGEMENT, LLC | 54K | $1.31M | $475 | Added$163.1K |
| Mayflower Financial Advisors, LLC | 53.2K | $1.29M | $529 | Added$1.89K |
| Element Wealth, LLC | 52.8K | $1.28M | $514 | Added$38.9K |
| DAVENPORT & Co LLC | 52.7K | $1.28M | $527 | Added$42 |
| Bank of New York Mellon Corp | 52.4K | $1.27M | $383 | Added$358.9K |
| Hurley Capital, LLC | 51.2K | $1.24M | $507 | Cut−$27.1K |
| Johnson Bixby & Associates, LLC | 50.8K | $1.23M | $507 | Added$4.31K |
| Beaumont Financial Advisors, LLC | 49.7K | $1.2M | — | New |
| WESBANCO BANK INC | 49K | $1.19M | $490 | Cut−$144.9K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 48.4K | $1.17M | $484 | Cut−$22.1K |
| AssuredPartners Investment Advisors, LLC | 48.3K | $1.17M | — | New |
| Prime Capital Investment Advisors, LLC | 47.8K | $1.16M | $493 | Cut−$850.3K |
| PSI Advisors, LLC | 46.6K | $1.13M | $451 | Added$33.8K |
| Sigma Planning Corp | 46.5K | $1.13M | $484 | Added$5.09K |
| CGN Advisors LLC | 42.2K | $1.02M | $430 | Cut−$362.1K |
| MGO ONE SEVEN LLC | 41.4K | $1M | $423 | Cut−$47.6K |
| FourThought Financial Partners, LLC | 41.3K | $1M | $428 | Cut−$38.7K |
| Granite Harbor Advisors, Inc. | 41.1K | $996.1K | $233 | Added$432.4K |
| Cannon Financial Strategists, Inc. | 40.5K | $982.6K | $413 | Added$6.33K |
| Timber Creek Capital Management LLC | 39.9K | $966.4K | $391 | Added$5.63K |
| ADG Wealth Management Group, LLC | 39.7K | $963.4K | $349 | Added$155.8K |
| Prosperity Planning, Inc. | 39.3K | $953K | $395 | Cut−$96.3K |
| Belpointe Asset Management LLC | 39.3K | $952.8K | $393 | Cut−$77.7K |
| Steward Partners Investment Advisory, LLC | 38.9K | $942.6K | $380 | Cut−$181.7K |
| HB Wealth Management, LLC | 38.9K | $942.5K | $386 | Added$7.49K |
| Freestone Capital Holdings, LLC | 38.8K | $940.2K | $386 | Cut−$386K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 37.6K | $912K | — | New |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 36.2K | $877.6K | $352 | Added$4.69K |
| Twin Cities Retirement Group LLC | 35.9K | $869.5K | $363 | Added$4.46K |
| TLWM | 35.7K | $866.1K | $354 | Added$354 |
| Atwater Malick LLC | 35K | $849.4K | $337 | Added$33.4K |
| Straight Path Wealth Management | 34.4K | $834.4K | $329 | Added$11.5K |
| Wealth Advisory Solutions, LLC | 34.4K | $833.5K | $114 | Added$556.7K |
| Seneca House Advisors | 34.2K | $828.7K | $130 | Added$474.6K |
| HORAN Wealth, LLC | 34.1K | $826.4K | $0 | Held |
| Rockefeller Capital Management L.P. | 34K | $824.2K | $343 | Cut−$5.23K |
| DUNCKER STREETT & CO INC | 33.6K | $814.4K | $233 | Added$235.5K |
| Ranch Capital Advisors Inc. | 32.9K | $797.2K | $316 | Added$49.2K |
| FOCUSED ALPHA, LLC | 32.8K | $795K | $317 | Cut−$84.7K |
| ADIRONDACK TRUST CO | 32.8K | $794.7K | $326 | Cut−$8.05K |
| SMI Advisory Services, LLC | 32.9K | $794.2K | −$2.2K | Added$32.4K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 32.3K | $783.1K | $337 | Added$2.57K |
| BARRETT & COMPANY, INC. | 31.8K | $770.1K | $274 | Added$79.2K |
| Pure Financial Advisors, LLC | 31.6K | $765.4K | $301 | Added$35.3K |
| BEACON FINANCIAL PLANNING, INC | 31.4K | $761.8K | $269 | Added$149.8K |
| OFS Enterprise LLC | 31.1K | $754K | — | Held |
| Vident Advisory, LLC | 31.1K | $753.2K | $310 | Added$310 |
| Brookstone Capital Management | 31K | $752.2K | $316 | Cut−$9.38K |
| First Interstate Bank | 30.9K | $750.2K | $308 | Added$3.97K |
| TABLEAUX LLC | 30.2K | $731.7K | $94 | Added$212.6K |
Who left
- NewEdge Advisors, LLC$25.4M
- Integras Partners LLC$6.44M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$5.89M
- MEMBERS WEALTH LLC$3.08M
- Greenline Partners, LLC$3M
- IFG Advisory, LLC$1.57M
- Segment Wealth Management, LLC$1.47M
- Cypress Point Wealth Management, LLC$1.43M
- Crescent Grove Advisors, LLC$1.19M
- Diversify Advisory Services, LLC$1.04M
- StoneX Group Inc.$456.1K
- TWO SIGMA SECURITIES, LLC$393K
- Willis Johnson & Associates, Inc.$325.7K
- RITHOLTZ WEALTH MANAGEMENT$291.5K
- J.E. Simmons & Co., P.C.$261.2K
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.