Stock
Reported value
$2.79B
Holders
420
+36 new · −22 exited
Holders’ est. mark
−$7.66M
Price effect on 241 books still in the name
Largest holder
$226.7M
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/ | 8.95M | $226.7M | −$1.08M | Added$5.99M |
| MERCER GLOBAL ADVISORS INC /ADV | 5.29M | $133.9M | −$1.54M | Cut−$92.1M |
| MORGAN STANLEY | 4.65M | $117.8M | −$573.7K | Added$988.7K |
| Lido Advisors, LLC | 4.48M | $113.4M | −$443K | Added$51.6M |
| Capital Investment Advisors, LLC | 3.75M | $95.1M | −$453.9K | Added$2.62M |
| CAPITAL ADVISORS INC/OK | 3.53M | $89.5M | −$413K | Added$5.4M |
| UBS Group AG | 3.52M | $89.3M | −$379.3K | Added$12.1M |
| RAYMOND JAMES FINANCIAL INC | 3.12M | $79M | −$372K | Added$3.24M |
| HM PAYSON & CO | 2.94M | $74.5M | −$286.3K | Added$16.2M |
| LPL Financial LLC | 2.51M | $63.7M | −$283.1K | Added$6.01M |
| WELLS FARGO & COMPANY/MN | 1.85M | $46.8M | −$231.2K | Cut−$404.5K |
| HighTower Advisors, LLC | 1.77M | $44.9M | −$221.9K | Cut−$1.15M |
| AMERIPRISE FINANCIAL INC | 1.63M | $41.4M | −$198.2K | Added$511.4K |
| WOODMONT INVESTMENT COUNSEL LLC | 1.62M | $41.1M | −$203K | Cut−$256.8K |
| Sound View Wealth Advisors Group, LLC | 1.56M | $39.6M | −$180.7K | Added$2.77M |
| ROYAL BANK OF CANADA | 1.47M | $37.2M | −$158.6K | Added$5.06M |
| SUMMITRY LLC | 1.45M | $36.8M | −$174K | Added$1.39M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1.44M | $36.4M | −$175.4K | Added$652.8K |
| Gratus Wealth Advisors, LLC | 1.37M | $34.8M | −$162.7K | Added$1.63M |
| Kathmere Capital Management, LLC | 1.31M | $33.1M | −$149.5K | Added$2.64M |
| Klingman & Associates, LLC | 1.3M | $33M | −$158.4K | Added$792.3K |
| SIGMA INVESTMENT COUNSELORS INC | 1.28M | $32.4M | −$156.1K | Added$587K |
| Howland Capital Management LLC | 1.23M | $31.2M | −$148.8K | Added$867.1K |
| RVW Wealth, LLC | 1.16M | $29.4M | −$136.1K | Added$1.65M |
| Baltimore-Washington Financial Advisors, Inc. | 1.05M | $26.7M | −$124.1K | Added$1.43M |
| STIFEL FINANCIAL CORP | 1.04M | $26.3M | −$119.7K | Added$1.88M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.03M | $26M | −$128.2K | Cut−$136.6K |
| CAPTRUST FINANCIAL ADVISORS | 989.4K | $25.1M | −$108.7K | Added$2.93M |
| TRUIST FINANCIAL CORP | 869.2K | $22M | −$107.1K | Added$196.3K |
| THREADGILL FINANCIAL, LLC | 867.9K | $22M | −$555.5K | Added$20.9M |
| Kestra Advisory Services, LLC | 855.8K | $21.7M | −$84.8K | Added$4.4M |
| MV CAPITAL MANAGEMENT, INC. | 794.5K | $20.1M | −$91.3K | Added$1.53M |
| BENJAMIN EDWARDS INC | 740.7K | $18.8M | −$84.5K | Added$1.56M |
| Summit Asset Management, LLC | 739.7K | $18.7M | −$91.1K | Added$187.4K |
| REBALANCE, LLC | 723.3K | $18.3M | −$90.4K | Cut−$365K |
| US BANCORP \DE\ | 671K | $17M | −$81.2K | Added$463.5K |
| Mesirow Financial Investment Management, Inc. | 637.8K | $16.2M | −$39.8K | Added$8.06M |
| Arrow Financial Corp | 577.6K | $14.6M | −$70.3K | Added$297.5K |
| Sanctuary Advisors, LLC | 574.3K | $14.5M | −$68.3K | Added$637.1K |
| BlackRock, Inc. | 564.5K | $14.3M | −$44.2K | Added$5.29M |
| Glenview Trust Co | 561.5K | $14.2M | −$67.3K | Added$511.2K |
| Summit Financial, LLC | 548.9K | $13.9M | −$66K | Added$453.7K |
| SPINNAKER TRUST | 547.8K | $13.9M | −$61.2K | Added$1.42M |
| CENTRAL TRUST Co | 539.7K | $13.7M | −$61.1K | Added$1.23M |
| Snowden Capital Advisors LLC | 505.4K | $12.8M | −$63.2K | Cut−$60.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 502.2K | $12.7M | −$56.4K | Added$1.23M |
| Cornerstone Planning, LLC | 499.6K | $12.7M | −$35.9K | Added$4.03M |
| NOVEM GROUP | 499K | $12.6M | −$56.2K | Added$1.2M |
| Windsor Capital Management, LLC | 498.9K | $12.6M | −$60.3K | Added$361.9K |
| First National Trust Co | 497.9K | $12.6M | −$56.8K | Added$1.04M |
| LYELL WEALTH MANAGEMENT, LP | 490.2K | $12.4M | −$59.9K | Added$215.2K |
| Stratos Wealth Partners, LTD. | 488.8K | $12.4M | −$55.9K | Added$1M |
| Commonwealth Financial Services, LLC | 433.3K | $11M | −$50.4K | Added$714K |
| First International Bank of Israel Ltd. | 402K | $10.2M | −$50.3K | Cut−$294.2K |
| Strid Group, LLC | 385.1K | $9.75M | −$37.2K | Added$2.17M |
| Beacon Pointe Advisors, LLC | 363.6K | $9.21M | −$38.8K | Added$1.3M |
| Northstar Group, Inc. | 354.1K | $8.97M | −$39.6K | Added$902.6K |
| Allworth Financial LP | 349.3K | $8.85M | −$42.3K | Added$245.2K |
| ARCADIA INVESTMENT ADVISORS LLC | 343.5K | $8.7M | −$40.4K | Added$468.9K |
| Focus Partners Wealth | 339.2K | $8.59M | −$29K | Added$2.68M |
| PFG Private Wealth Management, LLC | 333.2K | $8.44M | −$40K | Added$303.3K |
| Atria Investments, Inc | 332.7K | $8.43M | −$39.8K | Added$328.9K |
| InvesTrust | 314.5K | $7.97M | −$38.2K | Added$188.4K |
| EIGHT 31 FINANCIAL, LLC | 313.7K | $7.95M | −$39.2K | Cut−$232.2K |
| Parallel Advisors, LLC | 304.9K | $7.72M | −$87.2K | Added$277.5K |
| IFP Advisors, Inc | 304.2K | $7.71M | −$30.8K | Added$1.43M |
| ENVESTNET ASSET MANAGEMENT INC | 291.4K | $7.38M | −$15K | Added$4.32M |
| Merit Financial Group, LLC | 286.9K | $7.27M | −$27.5K | Added$1.67M |
| Citadel | 274K | $6.94M | — | New |
| Praetorian Wealth Management, Inc. | 271.8K | $6.87M | −$44.6K | Added$387.3K |
| Integrated Wealth Concepts LLC | 270.1K | $6.84M | −$27K | Added$1.34M |
| CWM, LLC | 266.9K | $6.76M | $6.26M | Added$6.75M |
| Composition Wealth, LLC | 265.1K | $6.71M | −$27.5K | Added$1.12M |
| HAMEL ASSOCIATES, INC. | 262.9K | $6.66M | −$30.3K | Added$493.6K |
| Cetera Investment Advisers | 260.3K | $6.59M | −$32.6K | Cut−$118.9K |
| Guidance Point Advisors, LLC | 252.3K | $6.39M | −$30.2K | Added$216.9K |
| MCF Advisors LLC | 251.7K | $6.37M | −$30.4K | Added$189.2K |
| Cheviot Value Management, LLC | 251.3K | $6.37M | −$42.7K | Added$319.5K |
| Probity Advisors, Inc. | 249.6K | $6.32M | −$31.2K | Cut−$4.18M |
| SONATA CAPITAL GROUP INC | 248.4K | $6.29M | −$29.6K | Added$271K |
| MinichMacGregor Wealth Management, LLC | 246.4K | $6.24M | −$29.7K | Added$197.6K |
| Modern Wealth Management, LLC | 245.3K | $6.19M | −$41.6K | Added$1.03M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 243.9K | $6.18M | −$7.3K | Added$4.69M |
| Ironwood Financial, llc | 243.6K | $6.17M | −$27K | Added$439.1K |
| Quantum Financial Advisors, LLC | 234.8K | $5.95M | −$23.1K | Added$1.24M |
| Penobscot Investment Management Company, Inc. | 233.8K | $5.92M | −$28K | Added$214.8K |
| Cherry Tree Wealth Management, LLC | 233.4K | $5.91M | −$29.1K | Cut−$9.22K |
| LBMC INVESTMENT ADVISORS, LLC | 232.6K | $5.89M | −$25.8K | Added$630.2K |
| JONES FINANCIAL COMPANIES LLLP | 232.8K | $5.87M | −$42.1K | Added$887.7K |
| Houlihan Financial Resource Group, Ltd. | 223.9K | $5.67M | −$36.1K | Added$80.4K |
| Atlantic Union Bankshares Corp | 223.7K | $5.67M | −$27.4K | Added$80.8K |
| OneDigital Investment Advisors LLC | 220.9K | $5.6M | −$27.6K | Cut−$143.9K |
| Great Diamond Partners, LLC | 220.7K | $5.59M | −$23.4K | Added$817.5K |
| EP Wealth Advisors, LLC | 220.3K | $5.58M | −$27.5K | Cut−$89.4K |
| Signature Wealth Management Group | 219.6K | $5.56M | −$27.4K | Cut−$38.2K |
| HARBOR ADVISORY CORP /MA/ | 215.3K | $5.45M | −$26.1K | Added$139.3K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 213.8K | $5.41M | −$26.5K | Added$18.2K |
| Heartland Bank & Trust Co | 213.5K | $5.41M | −$23.3K | Added$671.1K |
| Krilogy Financial LLC | 205.9K | $5.21M | −$39.1K | Cut−$30.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 205.2K | $5.2M | −$20.4K | Added$1.04M |
| HANCOCK WHITNEY CORP | 202.9K | $5.14M | −$23.7K | Added$309.1K |
| Crews Bank & Trust | 202K | $5.12M | −$23.3K | Added$378.7K |
| Winthrop Partners - WNY, LLC | 200K | $5.07M | −$24.3K | Added$117.4K |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 199.6K | $5.06M | −$25K | Cut−$49.6K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 198K | $5.02M | −$18K | Added$1.35M |
| MONECO ADVISORS, LLC | 195.8K | $4.96M | −$23.4K | Added$195K |
| Leo Wealth, LLC | 195.6K | $4.95M | −$24.2K | Added$29.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 193.8K | $4.91M | −$17.8K | Added$1.84M |
| OSAIC HOLDINGS, INC. | 192.8K | $4.88M | −$24.6K | Cut−$9.14K |
| GOLDMAN SACHS GROUP INC | 192.1K | $4.87M | — | New |
| Twin Cities Retirement Group LLC | 191.6K | $4.85M | −$24K | Cut−$136.6K |
| Wick Capital Partners, LLC | 189.9K | $4.81M | −$20.4K | Added$658.4K |
| Creative Planning | 186.1K | $4.71M | −$23.3K | Cut−$95.5K |
| Chicago Partners Investment Group LLC | 184.6K | $4.68M | −$3.46K | Added$4.13M |
| Centric Wealth Management | 182.8K | $4.61M | −$39.8K | Added$204.8K |
| Sowell Financial Services LLC | 181.4K | $4.6M | −$21.8K | Added$150.2K |
| Cornell Pochily Investment Advisors, Inc. | 179.8K | $4.55M | −$18.6K | Added$769.1K |
| KINTRA WEALTH, LLC | 177.9K | $4.51M | −$9.62K | Added$2.55M |
| 4Thought Financial Group Inc. | 174.3K | $4.42M | −$21.7K | Cut−$1.64K |
| Laurel Wealth Advisors LLC | 172.7K | $4.36M | −$30.2K | Added$202.2K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 168.1K | $4.26M | −$16.9K | Added$809.2K |
| MEMBERS WEALTH LLC | 167.9K | $4.25M | −$28.1K | Added$29.1K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 160.4K | $4.06M | −$18.5K | Added$288.3K |
| REGIONS FINANCIAL CORP | 158.8K | $4.02M | −$16.7K | Added$613.6K |
| Madden Advisory Services, Inc. | 153.6K | $3.89M | −$13.7K | Added$1.09M |
| SAX WEALTH ADVISORS, LLC | 150.1K | $3.82M | $0 | Held |
| Valmark Advisers, Inc. | 148.8K | $3.77M | −$17.5K | Added$208.2K |
| Rossmore Private Capital | 141.6K | $3.59M | −$17.4K | Added$36.9K |
| Evergreen Private Wealth LLC | 141.5K | $3.58M | −$17.5K | Added$27.4K |
| PRECEDENT WEALTH PARTNERS, LLC | 139.8K | $3.54M | −$16.7K | Added$126.1K |
| Godshalk Welsh Capital Management, Inc. | 138.8K | $3.52M | −$15.4K | Added$386.1K |
| Kesler, Norman & Wride, LLC | 137.2K | $3.47M | −$16.6K | Added$76.8K |
| Stonebrook Private Inc. | 130.1K | $3.3M | −$15.7K | Added$108.9K |
| Breachway Investments LLC | 127.9K | $3.23M | −$25.4K | Added$81K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 125.2K | $3.17M | −$15.6K | Cut−$143.2K |
| ADIRONDACK TRUST CO | 121.4K | $3.07M | −$13.4K | Added$459.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 119.5K | $3.02M | −$26.3K | Cut−$245.4K |
| Venture Visionary Partners LLC | 114.7K | $2.9M | −$95.7K | Cut−$27.4K |
| HARBOR INVESTMENT ADVISORY, LLC | 114.6K | $2.9M | −$12.9K | Added$270.6K |
| Mariner, LLC | 114.2K | $2.89M | −$11.4K | Added$576K |
| LifePlan Financial, LLC | 112.6K | $2.85M | −$13.2K | Added$173.5K |
| 10Elms LLP | 107.3K | $2.73M | $773 | Added$1.55M |
| Associated Banc-Corp | 107.8K | $2.73M | −$12.5K | Added$186.3K |
| Resonant Capital Advisors, LLC | 106.8K | $2.71M | −$12.6K | Added$137.6K |
| Marathon Mission, Inc. | 105.7K | $2.68M | −$12.6K | Added$109.6K |
| Sightline Wealth Advisors, LLC | 103.3K | $2.62M | −$12.9K | Cut−$958.3K |
| J.W. COLE ADVISORS, INC. | 103.3K | $2.62M | −$12.2K | Added$142.1K |
| Paradigm, Strategies in Wealth Management, LLC | 101.7K | $2.58M | −$12.7K | Cut−$214.6K |
| AssuredPartners Investment Advisors, LLC | 99.1K | $2.5M | — | New |
| Chesley Taft & Associates LLC | 96.1K | $2.43M | −$11.7K | Added$59.3K |
| CABOT WEALTH MANAGEMENT INC | 95.5K | $2.42M | −$10.1K | Added$354.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 95.4K | $2.42M | −$9.26K | Added$532K |
| LFA - Lugano Financial Advisors SA | 94.3K | $2.37M | −$29.1K | Cut−$2.86K |
| Arcataur Capital Management LLC | 92.7K | $2.35M | −$9.97K | Added$316.9K |
| Keeler Thomas Management LLC | 91.2K | $2.31M | −$11.4K | Cut−$1.93M |
| McGlone Suttner Wealth Management, Inc. | 87.9K | $2.23M | −$9.99K | Added$196K |
| Private Advisor Group, LLC | 85.8K | $2.17M | −$8.99K | Added$341.6K |
| FF Advisors,LLC | 82.6K | $2.09M | −$10.3K | Cut−$1.37M |
| JPMORGAN CHASE & CO | 82.7K | $2.09M | −$11.2K | Added$459.1K |
| FIRST MANHATTAN CO. LLC. | 81.5K | $2.06M | −$1.81K | Added$1.7M |
| COWA, LLC | 80.1K | $2.03M | −$9.91K | Added$13.5K |
| FourThought Financial Partners, LLC | 79.5K | $2.01M | −$6.74K | Added$642.3K |
| Segment Wealth Management, LLC | 78.3K | $1.98M | −$8.72K | Added$208K |
| WRAPMANAGER INC | 76.6K | $1.94M | −$9.35K | Added$35.8K |
| Foundry Financial Group, Inc. | 76.3K | $1.93M | −$9.54K | Cut−$123.8K |
| Foundation Wealth Management, LLC | 76.2K | $1.93M | −$9.77K | Added$87.6K |
| Sequoia Financial Advisors, LLC | 75.6K | $1.92M | — | New |
| Wilkins Miller Wealth Management, LLC | 75.1K | $1.9M | −$9.38K | Cut−$132.9K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 74.5K | $1.89M | −$8.32K | Added$192.9K |
| BEACON FINANCIAL GROUP | 74.3K | $1.88M | −$9.28K | Cut−$26.7K |
| Integrated Advisors Network LLC | 73.2K | $1.85M | −$7.91K | Added$243.2K |
| Equitable Holdings, Inc. | 69.1K | $1.76M | $0 | Added$118.7K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 69.2K | $1.75M | −$8.3K | Added$61.3K |
| Reliant Wealth Planning | 68.7K | $1.74M | −$8.51K | Added$6.38K |
| Fortis Capital Management LLC | 67.7K | $1.72M | −$8.44K | Cut−$19K |
| Jefferson Bridge Capital, LLC | 67.4K | $1.71M | −$8.28K | Added$20.3K |
| FIFTH THIRD BANCORP | 66.1K | $1.67M | −$3.46K | Added$971.1K |
| MEITAV INVESTMENT HOUSE LTD | 65.6K | $1.66M | −$7.43K | Cut−$87.2K |
| Rockefeller Capital Management L.P. | 65.1K | $1.65M | −$8.02K | Added$13K |
| Scissortail Wealth Management, LLC | 64.8K | $1.64M | −$6.96K | Added$226.4K |
| Independent Advisor Alliance | 64K | $1.62M | — | New |
| Forvis Mazars Wealth Advisors, LLC | 64K | $1.62M | −$8K | Cut−$8K |
| TFR Capital, LLC. | 63.4K | $1.61M | −$7.19K | Added$141.4K |
| Princeton Global Asset Management LLC | 63.2K | $1.6M | −$7.7K | Added$31K |
| TD Waterhouse Canada Inc. | 62.8K | $1.58M | −$13.1K | Cut−$9.29K |
| Bank of New York Mellon Corp | 62.1K | $1.57M | −$5.57K | Added$442.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 60.2K | $1.52M | −$4.56K | Added$594.4K |
| DAVENPORT & Co LLC | 59.5K | $1.51M | −$7.43K | Cut−$7.43K |
| Advance Capital Management, Inc. | 59.3K | $1.5M | −$7.06K | Added$61.7K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 59K | $1.5M | −$6.98K | Added$72.7K |
| BridgePort Financial Solutions, LLC | 58.4K | $1.48M | −$7.3K | Cut−$78.7K |
| Gilbert Capital Group, Inc. | 58K | $1.47M | −$7.2K | Added$2.35K |
| SMITH, MOORE & CO. | 57.4K | $1.45M | −$7.18K | Cut−$166K |
| Briggs Wealth Management, Inc | 57.2K | $1.45M | −$6.75K | Added$74.5K |
| Beaumont Financial Advisors, LLC | 56.1K | $1.42M | −$6.56K | Added$83K |
| High Note Wealth, LLC | 56K | $1.42M | −$1.83K | Added$1.04M |
| Montecito Bank & Trust | 54.9K | $1.39M | −$6.05K | Added$158K |
| Cyr Financial Inc. | 54.1K | $1.37M | −$6.77K | Cut−$37.9K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 53.7K | $1.36M | −$6.68K | Cut−$981 |
| Farther Finance Advisors, LLC | 52.7K | $1.33M | −$10K | Added$89K |
| Clearstead Advisors, LLC | 52.2K | $1.32M | −$6.29K | Added$40.4K |
| MTM Investment Management, LLC | 51.9K | $1.32M | −$3.8K | Added$540.4K |
| WESBANCO BANK INC | 51.1K | $1.29M | −$6.39K | Cut−$6.39K |
| CARY STREET PARTNERS FINANCIAL LLC | 51.1K | $1.29M | −$6.38K | Cut−$72K |
| Archford Capital Strategies, LLC | 50.5K | $1.28M | −$6.31K | Cut−$26K |
| AlTi Global, Inc. | 49.8K | $1.26M | −$6.23K | Cut−$6.23K |
| DRIVE WEALTH MANAGEMENT, LLC | 49.3K | $1.25M | −$6.17K | Cut−$204.7K |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 48.5K | $1.23M | −$6.3K | Cut−$36.6K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 47.9K | $1.21M | −$5.97K | Cut−$56.1K |
| VALLEY WEALTH MANAGERS, INC. | 47.8K | $1.21M | −$5.88K | Added$15.4K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 46.8K | $1.19M | −$5.85K | Cut−$29.3K |
| BARRETT & COMPANY, INC. | 46.5K | $1.18M | −$4.74K | Added$211.4K |
| CGN Advisors LLC | 46K | $1.16M | −$5.76K | Cut−$272.1K |
| Jacobi Capital Management LLC | 45.6K | $1.15M | −$4.64K | Added$209.4K |
| Cerity Partners LLC | 45K | $1.14M | — | New |
| NEUBERGER BERMAN GROUP LLC | 44K | $1.11M | −$5.5K | Cut−$5.5K |
| TABR Capital Management, LLC | 43.4K | $1.1M | −$4.82K | Added$115.6K |
| Granite Harbor Advisors, Inc. | 43.2K | $1.09M | −$3.14K | Added$454.1K |
| Baird Financial Group, Inc. | 42K | $1.06M | −$3.64K | Added$321.7K |
| Conrad Siegel Investment Advisors, Inc. | 41.4K | $1.05M | −$2.71K | Added$498.4K |
| ALTERNA WEALTH MANAGEMENT, INC | 40.3K | $1.02M | −$4.91K | Added$21.7K |
| SIGNATUREFD, LLC | 39.1K | $989.3K | −$1.13K | Added$759.1K |
| MidFirst Bank | 38.5K | $976.2K | −$4.52K | Added$56.3K |
| ROMANO BROTHERS AND COMPANY | 37.6K | $951.6K | −$4.03K | Added$131.6K |
| Belpointe Asset Management LLC | 37.1K | $938.9K | −$4.64K | Cut−$4.61K |
| Cove Private Wealth, LLC | 37K | $937.2K | — | New |
| Freestone Capital Holdings, LLC | 37K | $936.7K | −$4.62K | Cut−$391.2K |
| Mendota Financial Group, LLC | 36.4K | $921.1K | −$4.53K | Added$2.2K |
| DARA CAPITAL US, INC. | 35.5K | $898.5K | −$4.79K | Cut−$4.79K |
| Balentine LLC | 35.1K | $888.3K | −$2.83K | Added$311.9K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 34.1K | $864K | −$5.68K | Added$10.8K |
| CVA Family Office, LLC | 34K | $860.2K | −$2.78K | Added$294.7K |
| Walleye Partners, LLC | 33.3K | $844.3K | −$4.16K | Cut−$30.9K |
| Prosperity Planning, Inc. | 33.3K | $842.6K | −$4.16K | Cut−$4.16K |
| FOCUSED ALPHA, LLC | 32.9K | $832.5K | −$4.08K | Added$5.14K |
| HORAN Wealth, LLC | 32.7K | $832.4K | $0 | Held |
| Element Wealth, LLC | 32.2K | $815.8K | −$3.84K | Added$33.5K |
| DUNCKER STREETT & CO INC | 31.7K | $803.1K | −$2.8K | Added$231.3K |
| 4J Wealth Management LLC | 30.8K | $781.2K | −$3.63K | Added$38.2K |
| Brookstone Capital Management | 30.8K | $779K | −$3.84K | Cut−$11.5K |
| Summit Wealth Partners, LLC | 29.6K | $750K | −$3.69K | Cut−$2.81K |
| Accretive Wealth Partners, LLC | 29.3K | $742.6K | −$2.79K | Added$174.2K |
| LITTLE HOUSE CAPITAL LLC | 28.9K | $732.1K | −$3.6K | Cut−$120.8K |
| Lee Financial Co | 28.9K | $732K | — | New |
| DecisionMap Wealth Management, LLC | 28.5K | $721.3K | −$3.5K | Added$8K |
| Aprio Wealth Management, LLC | 28.2K | $713.2K | — | New |
| PNC Financial Services Group, Inc. | 28K | $710.3K | −$1.3K | Added$444.1K |
| TABLEAUX LLC | 27.6K | $698.6K | −$2.24K | Added$241.9K |
| Autumn Glory Partners, LLC | 27.5K | $697.8K | −$3.44K | Cut−$2.66K |
| MML INVESTORS SERVICES, LLC | 27.1K | $687.4K | −$3.4K | Cut−$52K |
Who left
- NewEdge Advisors, LLC$19.1M
- Apollon Wealth Management, LLC$16.1M
- IFG Advisory, LLC$1.57M
- Cypress Point Wealth Management, LLC$1.02M
- Adalta Capital Management LLC$437.3K
- True Link Financial Advisors, LLC$396.5K
- Willis Johnson & Associates, Inc.$344.9K
- Banque Cantonale Vaudoise$329K
- Evanson Asset Management, LLC$273.1K
- J.E. Simmons & Co., P.C.$261.2K
- NESTEGG ADVISORS, INC.$252.2K
- Advisor OS, LLC$232.9K
- Dakota Wealth Management$229.1K
- Empower Advisory Group, LLC$200.9K
- RETIREMENT INCOME SOLUTIONS, INC$200K
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.