Stock
Reported value
$1.49B
Holders
446
+47 new · −15 exited
Holders’ est. mark
$30.4M
Price effect on 234 books still in the name
Largest holder
$152.3M
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $152.3M
- Citadel0.0% · $908.1K
- Icahn Capital0.0% · $240K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 3.24M | $152.3M | $3.05M | Added$17.4M |
| NORTHERN TRUST CORP | 2.11M | $99.1M | $2.15M | Added$4.15M |
| BANK OF AMERICA CORP /DE/ | 2.06M | $97.1M | $1.9M | Added$13.2M |
| Creative Planning | 1.57M | $73.7M | $1.61M | Added$2.64M |
| GOLDMAN SACHS GROUP INC | 1.16M | $54.4M | $1.18M | Added$2.34M |
| TIAA Wealth Investment Management LLC | 1.02M | $46.7M | — | Held |
| Fiduciary Trust Co | 854.2K | $40.2M | $888.4K | Added$557.6K |
| Vontobel Holding Ltd. | 800K | $37.6M | $832K | Cut−$547.4K |
| BlackRock, Inc. | 743.8K | $35M | $749K | Added$1.86M |
| WELLS FARGO & COMPANY/MN | 721.4K | $33.9M | $715.8K | Added$2.28M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 709K | $33.3M | — | Held |
| M&T Bank Corp | 621.6K | $29.2M | $646.2K | Cut−$2.35M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 608.3K | $28.6M | $607.3K | Added$1.75M |
| ROYAL BANK OF CANADA | 544.4K | $25.6M | $544.8K | Added$1.51M |
| UBS Group AG | 513.7K | $24.2M | $481.2K | Added$2.88M |
| AMERIPRISE FINANCIAL INC | 481.8K | $22.7M | $501.1K | Cut−$3.73M |
| Sand Hill Global Advisors, LLC | 472.4K | $22.2M | $491.3K | Added$390.6K |
| Pathstone Holdings, LLC | 461.5K | $21.7M | $480K | Added$378.6K |
| SEI INVESTMENTS CO | 453.3K | $21.3M | $471.4K | Added$433.2K |
| LPL Financial LLC | 430.7K | $20.3M | $403.3K | Added$2.42M |
| PNC Financial Services Group, Inc. | 381.9K | $18M | $344.5K | Added$2.72M |
| COMMONWEALTH EQUITY SERVICES, LLC | 329.7K | $15.5M | $298K | Added$2.33M |
| HighTower Advisors, LLC | 308K | $14.5M | $317.8K | Added$428.8K |
| Accredited Investors Inc. | 299.2K | $14.1M | $311.2K | Added$230.4K |
| Modera Wealth Management, LLC | 287.4K | $13.5M | $297.7K | Added$349.6K |
| Wealth Architects, LLC | 283.1K | $13.3M | $291.1K | Added$443.1K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 262.5K | $12.3M | $273K | Added$31.9K |
| Beacon Pointe Advisors, LLC | 262K | $12.3M | $72.3K | Added$9.13M |
| EP Wealth Advisors, LLC | 223.9K | $10.5M | $232.8K | Cut−$43.2K |
| STIFEL FINANCIAL CORP | 182K | $8.56M | $177.1K | Added$733.5K |
| BAILARD, INC. | 179.7K | $8.45M | $186.9K | Added$151.3K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 176.8K | $8.31M | $183.9K | Cut−$924.7K |
| MISSION WEALTH MANAGEMENT, LP | 166.5K | $7.83M | $173.2K | Added$51.6K |
| RAYMOND JAMES FINANCIAL INC | 155.6K | $7.31M | $161.8K | Added$27.5K |
| Financial Engines Advisors L.L.C. | 151K | $7.1M | $157K | Added$117.4K |
| ENVESTNET ASSET MANAGEMENT INC | 147.9K | $6.95M | $134.1K | Added$1.02M |
| Ally Invest Advisors Inc. | 144.6K | $6.8M | $148.3K | Added$241.5K |
| REGIONS FINANCIAL CORP | 143.5K | $6.75M | $148.9K | Added$163.9K |
| Alesco Advisors LLC | 142.3K | $6.69M | $148K | Cut−$125K |
| NorthRock Partners, LLC | 138.4K | $6.51M | $142.5K | Added$208.6K |
| Clearstead Advisors, LLC | 137.1K | $6.44M | $2.02K | Added$6.36M |
| JONES FINANCIAL COMPANIES LLLP | 138.4K | $6.38M | $11.5K | Added$1.26M |
| REGATTA CAPITAL GROUP, LLC | 131.8K | $6.2M | $130.6K | Added$420.6K |
| Stanich Group LLC | 130.3K | $6.13M | $130.3K | Added$316.7K |
| Alaska Wealth Advisors, LLC | 119.3K | $5.61M | $124.1K | Added$90.4K |
| Apella Capital, LLC | 107.5K | $5.51M | $441.9K | Added$1.64M |
| MERCER GLOBAL ADVISORS INC /ADV | 115.9K | $5.45M | $101.6K | Added$957.7K |
| Cetera Investment Advisers | 112.8K | $5.3M | $117.3K | Added$50.4K |
| MATHER GROUP, LLC. | 112.2K | $5.27M | $116.6K | Added$117.9K |
| Advisory Services Network, LLC | 105.9K | $4.98M | $110.1K | Cut−$209.5K |
| Gemmer Asset Management LLC | 104K | $4.89M | $96.4K | Added$624.1K |
| CBIZ Investment Advisory Services, LLC | 99.9K | $4.7M | — | New |
| BLUESTEM FINANCIAL ADVISORS, LLC | 99.5K | $4.68M | $102.7K | Added$142.3K |
| Birchwood Financial Partners, Inc. | 99K | $4.66M | $57.6K | Added$2.11M |
| Savant Capital, LLC | 97.6K | $4.59M | $101.5K | Cut−$74.7K |
| Mariner, LLC | 96.1K | $4.52M | $81.4K | Added$901.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89K | $4.23M | −$37.4K | Cut−$2.95M |
| GTS SECURITIES LLC | 87.6K | $4.12M | — | New |
| Plum Street Advisors, LLC | 80.4K | $3.78M | $83.6K | Added$45.8K |
| MOR Wealth Management, LLC | 80.3K | $3.77M | $83.4K | Added$89.2K |
| TFC Financial Management, Inc. | 78.8K | $3.71M | $3.99K | Added$3.53M |
| HARBOUR INVESTMENTS, INC. | 77.4K | $3.64M | $78K | Added$193.9K |
| Quent Capital, LLC | 77.4K | $3.64M | $77.9K | Added$191.1K |
| TRUIST FINANCIAL CORP | 75K | $3.53M | $78K | Cut−$4.88M |
| Corient Private Wealth LLC | 73.5K | $3.46M | $76.1K | Cut−$61.1K |
| Gradient Investments LLC | 72.4K | $3.41M | $75.3K | Cut−$947 |
| Integris Wealth Management, LLC | 70.9K | $3.34M | $73.7K | Cut−$21.8K |
| eCIO, Inc. | 69K | $3.24M | $71.8K | Cut−$42.8K |
| Decker Retirement Planning Inc. | 67.3K | $3.16M | $65.5K | Added$267.5K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 64.6K | $3.04M | $67.2K | Added$67.2K |
| Composition Wealth, LLC | 64.3K | $3.02M | $66.8K | Cut−$191.8K |
| Crestwood Advisors Group, LLC | 62K | $2.92M | $63.1K | Added$124.6K |
| JPMORGAN CHASE & CO | 62.5K | $2.85M | −$23.8K | Cut−$70.7K |
| MORGAN STANLEY | 60.6K | $2.85M | $52.7K | Added$518.7K |
| Vision Capital Management, Inc. | 60.4K | $2.84M | $62.8K | Cut−$473.9K |
| Haverford Trust Co | 59.5K | $2.8M | $61.9K | Added$41.8K |
| WESBANCO BANK INC | 58.8K | $2.76M | $61.1K | Cut−$3.89K |
| Laurel Wealth Planning LLC | 58.4K | $2.74M | $60.7K | Added$11.5K |
| CITIZENS FINANCIAL GROUP INC/RI | 54.6K | $2.57M | $56.8K | Added$28.3K |
| rebel Financial LLC | 53.5K | $2.52M | $55.7K | Cut−$33.3K |
| Francis Financial, Inc. | 53K | $2.49M | $55.1K | Added$10.9K |
| Charter Oak Capital Management, LLC | 52.9K | $2.49M | $55K | Cut−$138.9K |
| Focus Partners Wealth | 52K | $2.45M | $52.4K | Added$128.9K |
| OSAIC HOLDINGS, INC. | 51.9K | $2.44M | $53.7K | Cut−$265.9K |
| Omega Financial Group, LLC | 50.6K | $2.38M | $52.6K | Cut−$189.1K |
| BECKER CAPITAL MANAGEMENT INC | 50.6K | $2.38M | $49.4K | Added$194K |
| Wescott Financial Advisory Group, LLC | 48.9K | $2.3M | $50.9K | Added$34K |
| CWM, LLC | 48.3K | $2.27M | $2.24M | Added$2.27M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 47.1K | $2.22M | $49K | Cut−$143.1K |
| Cerity Partners LLC | 46.8K | $2.2M | $12.9K | Added$68.9K |
| FRANKLIN RESOURCES INC | 46.4K | $2.18M | $47.3K | Added$88.8K |
| Relyea Zuckerberg Hanson LLC | 45.3K | $2.13M | $47.1K | Added$49.8K |
| Allworth Financial LP | 45.2K | $2.12M | $47K | Added$43.6K |
| SAGE FINANCIAL GROUP INC | 45.2K | $2.12M | $47K | Added$20.3K |
| Midwest Financial Partners Investments, Inc. | 43.9K | $2.06M | $45.4K | Added$55.1K |
| Pearl Planning LLC | 43.3K | $2.04M | $43.6K | Added$107K |
| Asset Dedication, LLC | 42.9K | $2.02M | $44.6K | Cut−$9.9K |
| WRAPMANAGER INC | 42.8K | $2.01M | $44.5K | Cut−$537.1K |
| SEEDS INVESTOR LLC | 39.8K | $2M | $146.8K | Added$410.4K |
| ASPIRIANT, LLC | 40.3K | $1.9M | $42K | Added$42K |
| Chicago Partners Investment Group LLC | 36.7K | $1.88M | $72.2K | Added$70.1K |
| Sequoia Financial Advisors, LLC | 39.9K | $1.88M | $41.5K | Cut−$48.7K |
| Addison Advisors LLC | 38.4K | $1.8M | $39.9K | Added$35.1K |
| One Capital Management, LLC | 38.2K | $1.8M | $31.5K | Added$403.6K |
| Wealthcare Advisory Partners LLC | 37.8K | $1.78M | $39.3K | Cut−$47.3K |
| Garde Capital, Inc. | 36.6K | $1.72M | $37.5K | Added$62.6K |
| Robertson Stephens Wealth Management, LLC | 36.3K | $1.71M | $22.1K | Added$733.6K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 35.1K | $1.65M | $36.4K | Added$41.4K |
| Steward Partners Investment Advisory, LLC | 34.8K | $1.64M | $36.2K | Added$37.2K |
| Invera Wealth Advisors, LLC | 34.5K | $1.62M | $35.9K | Cut−$2.24M |
| TIAA TRUST, NATIONAL ASSOCIATION | 34.1K | $1.6M | $27K | Cut−$97.8M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 33.2K | $1.56M | $32.3K | Added$129K |
| Stordahl Capital Management, Inc. | 30.9K | $1.45M | $30.3K | Added$115K |
| MARQUETTE ASSOCIATES, INC. | 30.8K | $1.45M | $27.7K | Added$225.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30.7K | $1.44M | — | New |
| A&I FINANCIAL SERVICES, LLC | 30.3K | $1.42M | $31.5K | Cut−$25.4K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 30K | $1.41M | $24.6K | Added$324.3K |
| Waverly Advisors, LLC | 29.9K | $1.41M | $31.1K | Added$14.1K |
| Summit Wealth Group, LLC | 29.6K | $1.39M | $30.8K | Cut−$9.4K |
| Annis Gardner Whiting Capital Advisors, LLC | 29.6K | $1.39M | $30.8K | Added$30.8K |
| Kestra Advisory Services, LLC | 29.2K | $1.38M | $26.4K | Added$206.3K |
| EVOLVE PRIVATE WEALTH, LLC | 29K | $1.36M | $30.1K | Added$2.26K |
| Values Added Financial LLC | 28.7K | $1.35M | $29.9K | Cut−$7.06K |
| Brookstone Capital Management | 28.1K | $1.32M | $26.3K | Added$157.7K |
| Towerpoint Wealth, LLC | 28K | $1.32M | $28.7K | Added$46K |
| Topel & Distasi Wealth Management, LLC | 27.6K | $1.3M | $28.7K | Cut−$188.8K |
| PFG Investments, LLC | 27.2K | $1.28M | — | New |
| PLANNING ALTERNATIVES LTD /ADV | 26.8K | $1.26M | $27.9K | Cut−$77.1K |
| BSW Wealth Partners | 26.8K | $1.26M | $27.8K | Cut−$125.3K |
| ASSETMARK, INC | 26.7K | $1.26M | $27K | Added$62.4K |
| Rockefeller Capital Management L.P. | 26.3K | $1.24M | $22.2K | Added$252.6K |
| Pine Haven Investment Counsel, Inc | 26.3K | $1.24M | $25.7K | Added$100.4K |
| Hardy Reed LLC | 25.9K | $1.22M | $24.8K | Added$118.5K |
| Bell Investment Advisors, Inc | 25.8K | $1.21M | $26.9K | Cut−$113.2K |
| CAPTRUST FINANCIAL ADVISORS | 25.7K | $1.21M | $26.7K | Cut−$308.3K |
| Aptus Capital Advisors, LLC | 25.5K | $1.2M | $26.1K | Added$42.1K |
| Mascoma Wealth Management LLC | 24.5K | $1.15M | $25.4K | Cut−$76.3K |
| Trilogy Capital Inc. | 23.7K | $1.11M | $22.8K | Added$105.4K |
| Dorsey & Whitney Trust CO LLC | 23.5K | $1.1M | $24.4K | Cut−$67.5K |
| MML INVESTORS SERVICES, LLC | 23.4K | $1.1M | $24.3K | Cut−$322.4K |
| Cambridge Financial Group, LLC | 22.8K | $1.07M | $103.6K | Cut−$72K |
| Cranbrook Wealth Management, LLC | 22.6K | $1.06M | $23.6K | Added$19.8K |
| Tower Research Capital LLC (TRC) | 22.1K | $1.04M | — | New |
| Aufman Associates Inc | 22.1K | $1.04M | $22.9K | Added$13.9K |
| Opes Wealth Management LLC | 22K | $1.03M | $22.8K | Added$25.6K |
| Cascade Financial Partners, LLC | 22K | $1.03M | $22.8K | Added$22.8K |
| FSA WEALTH PARTNERS, INC. | 21.8K | $1.03M | $22.7K | Cut−$1.04M |
| Bragg Financial Advisors, Inc | 21.5K | $1.01M | $21.9K | Added$43.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.3K | $1M | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 21.1K | $994.1K | $21.9K | Added$25.7K |
| Caliber Wealth Management, LLC / KS | 21.1K | $993.2K | $21.9K | Added$24.8K |
| Freestone Capital Holdings, LLC | 20.3K | $953.1K | $21.1K | Cut−$527.8K |
| Compound Planning, Inc. | 20.2K | $951.4K | $21K | Added$3.51K |
| SNS Financial Group, LLC | 20.1K | $943.1K | $20.1K | Added$54.6K |
| Sound Stewardship, LLC | 19.8K | $929.5K | $20.6K | Cut−$16 |
| CGN Advisors LLC | 19.7K | $927.4K | $20.5K | Cut−$23K |
| Baird Financial Group, Inc. | 19.6K | $921.4K | $19.8K | Added$47.3K |
| Balanced Rock Investment Advisors LLC | 19.4K | $911.5K | $20.1K | Cut−$54K |
| Citadel | 19.3K | $908.1K | — | New |
| Boston Standard Wealth Management, LLC | 19K | $903.6K | $29K | Added$31.4K |
| Parallel Advisors, LLC | 19K | $895.4K | $19.8K | Cut−$90.5K |
| &PARTNERS | 18.7K | $881.4K | $23.6K | Added$30.7K |
| BANK OF MONTREAL /CAN/ | 18.6K | $876.5K | $199 | Added$867.7K |
| One Day In July LLC | 18.5K | $870.9K | $18.9K | Added$35.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 16.9K | $851.8K | — | New |
| Sandbox Financial Partners, LLC | 18.1K | $849.3K | $14.6K | Added$202.1K |
| COMMERCE BANK | 17.7K | $833.2K | $18.4K | Cut−$25.8K |
| NewEdge Wealth, LLC | 17.7K | $831K | $16.1K | Added$119.9K |
| Acropolis Investment Management, LLC | 17.7K | $830.8K | $18.4K | Added$7.57K |
| Fingerlakes Wealth Management, Inc. | 17.6K | $829.3K | $18.1K | Added$28.3K |
| Mason & Associates Inc | 18.2K | $829K | −$6.73K | Added$14.2K |
| Moss Adams Wealth Advisors LLC | 17.4K | $819.7K | $18.1K | Cut−$50.6K |
| Northland Capital Management LLC | 17.4K | $817.7K | $18.1K | Cut−$14.3K |
| Horizon Investments, LLC | 17.3K | $814.6K | $4.28K | Added$625.2K |
| Farther Finance Advisors, LLC | 17.1K | $809.1K | $24K | Added$37.2K |
| Bond & Devick Financial Network, Inc. | 16.9K | $792.8K | $17.5K | Added$6.18K |
| Portland Global Advisors LLC | 16.9K | $792.3K | $17.5K | Added$8.33K |
| Stratos Wealth Partners, LTD. | 16.8K | $790.9K | $17.5K | Cut−$12K |
| Brewster Financial Planning LLC | 16.5K | $777.9K | $17.2K | Added$10.7K |
| Well Done, LLC | 16.3K | $765.3K | $14.9K | Added$105.1K |
| Empower Advisory Group, LLC | 15.7K | $738.5K | $11.1K | Added$249.9K |
| SAX WEALTH ADVISORS, LLC | 15.6K | $716.7K | $0 | Held |
| Opal Wealth Advisors, LLC | 15.2K | $715.9K | $15.8K | Cut−$14.9K |
| Plante Moran Financial Advisors, LLC | 14.7K | $689.2K | $427 | Added$670.3K |
| PDS Planning, Inc | 14.4K | $679.1K | $13.2K | Added$94.9K |
| Shepherd Financial Partners LLC | 14.4K | $676.9K | $15K | Cut−$45.5K |
| Klaas Financial Asset Advisors, LLC | 14.4K | $676.4K | — | New |
| American Trust | 14.3K | $674.3K | −$368K | Cut−$451.6K |
| Modern Wealth Management, LLC | 14.1K | $669.9K | $13.9K | Added$224.6K |
| Paragon Capital Management Ltd | 14.1K | $664.6K | $10.5K | Added$200.2K |
| Birch Hill Investment Advisors LLC | 14.1K | $664K | $14.7K | Added$14.7K |
| RWA WEALTH PARTNERS, LLC | 13.9K | $652.2K | $14.4K | Added$14.4K |
| Financial Futures Ltd Liability Co. | 13.8K | $649.5K | $14.4K | Added$14.6K |
| BROWN ADVISORY INC | 13.8K | $648.7K | $14.3K | Cut−$6.76K |
| Walkner Condon Financial Advisors LLC | 13.7K | $644.4K | $13.5K | Added$47.1K |
| Round Rock Advisors LLC | 13.6K | $640.3K | $14.2K | Added$14.2K |
| Allodium Investment Consultants, LLC | 13.6K | $638.1K | — | New |
| Great Diamond Partners, LLC | 13.3K | $623.1K | $12.9K | Added$52.7K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 12.9K | $605.9K | $13.4K | Added$14.8K |
| Dunhill Financial, LLC | 12.9K | $605.8K | $13.4K | Cut−$37.3K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 12.8K | $602K | $13.3K | Added$3.94K |
| Ameritas Investment Partners, Inc. | 12.7K | $596.1K | $13.2K | Cut−$49.2K |
| Affinity Capital Advisors, LLC | 12.5K | $587.2K | $13K | Added$12.2K |
| FOUNDERS FINANCIAL SECURITIES LLC | 11.3K | $560.9K | $23.1K | Added$251.1K |
| Bangor Savings Bank | 11.9K | $559.9K | $12.4K | Cut−$31.2K |
| NEUBERGER BERMAN GROUP LLC | 11.7K | $548.8K | $11.8K | Added$25.3K |
| MORRIS FINANCIAL CONCEPTS, INC. | 11.6K | $546.1K | $12.1K | Added$538 |
| US BANCORP \DE\ | 11.5K | $541.8K | $649 | Added$513K |
| Focus Partners Advisor Solutions, LLC | 11.5K | $540.5K | $11K | Cut−$144.1K |
| Vanguard Personalized Indexing Management, LLC | 11.4K | $536.7K | — | New |
| Johnson Financial Group, LLC | 11.4K | $536.7K | $11.9K | Added$11.9K |
| OLIO Financial Planning | 11.1K | $523.9K | $11.6K | Added$3.36K |
| Elwood & Goetz Wealth Advisory Group, LLC | 11.1K | $521.7K | $9.06K | Added$121.2K |
| HILL ISLAND FINANCIAL LLC | 11.1K | $519.8K | $11K | Added$35.3K |
| MGO ONE SEVEN LLC | 11K | $516.4K | $11.5K | Added$9.54K |
| MAYPORT, LLC | 11K | $514.9K | $11.4K | Added$11.4K |
| 1ST SOURCE BANK | 10.8K | $508.7K | $11.3K | Added$11.3K |
| DIVERSIFIED TRUST CO | 10.8K | $506.2K | $11.2K | Added$11.2K |
| DAVENPORT & Co LLC | 10.6K | $497.4K | $11K | Added$11.1K |
| Apollon Wealth Management, LLC | 10.4K | $488.4K | $9.33K | Added$77.5K |
| Brooklyn FI, LLC | 10.2K | $478.4K | $10.5K | Added$13.8K |
| PRESILIUM PRIVATE WEALTH, LLC | 10.1K | $475.5K | $10.5K | Added$1.27K |
| Key Financial Inc | 10K | $470.2K | $5.74K | Added$216.4K |
| Mokosak Advisory Group, LLC | 9.97K | $468.8K | $10.3K | Cut−$9.99K |
| Carr Financial Group Corp | 9.93K | $467.1K | $9.49K | Added$47.4K |
| Foster Group, Inc. | 9.82K | $461.6K | $10.2K | Cut−$10.9K |
| Emergent Wealth Advisors, LLC | 9.56K | $449.5K | $9.94K | Added$9.94K |
| Trailhead Planners LLC | 9.53K | $448K | $9.91K | Cut−$14.6K |
| Tortoise Investment Management, LLC | 9.52K | $447.6K | $9.9K | Added$10.1K |
| TRUEFG, LLC | 9.51K | $447.1K | $9.89K | Cut−$10.5K |
| Private Advisor Group, LLC | 9.36K | $440.1K | $9.74K | Cut−$34.4K |
| Roof Eidam Maycock Peralta, LLC | 9.35K | $439.6K | $9.72K | Added$9.72K |
| Lido Advisors, LLC | 8.82K | $414.8K | $9.67K | Added$22.6K |
| Weinberger Asset Management, Inc | 8.64K | $406.3K | $5.65K | Added$156.6K |
| Washington Trust Bank | 8.59K | $404.1K | $8.94K | Added$7.33K |
| SOL Capital Management CO | 10.7K | $403.4K | — | New |
| Ipsen Advisor Group LLC | 8.51K | $400.2K | $4.63K | Added$194.6K |
| Nautilus Advisors LLC | 8.47K | $398.1K | $8.81K | Added$8.85K |
| First Pacific Financial | 8.43K | $396.3K | $7.62K | Added$59K |
| Dynamic Advisor Solutions LLC | 8.37K | $393.7K | $8.71K | Added$4.94K |
| Midwest Trust Co | 8.21K | $386.1K | $8.25K | Added$21.5K |
| Western Wealth Management, LLC | 8.09K | $380.2K | $8.24K | Added$16.2K |
| Riverwater Partners LLC | 8K | $375.9K | $8.29K | Added$8.53K |
| Equita Financial Network, Inc. | 7.88K | $370.6K | $8.2K | Cut−$3.44K |
| NWF Advisory Services Inc. | 7.88K | $370.6K | $8.18K | Added$8.56K |
| MAI Capital Management | 7.8K | $366.8K | $8.09K | Added$7.17K |
| Aureus Asset Management, LLC | 7.8K | $366.8K | — | New |
| Cornerstone Financial Management LLC | 7.65K | $359.9K | $7.95K | Cut−$31.1K |
| Onyx Bridge Wealth Group LLC | 7.62K | $358.4K | — | New |
| Orion Porfolio Solutions, LLC | 7.59K | $356.8K | $7.91K | Cut−$7.73K |
Who left
- SigFig Wealth Management, LLC$9.1M
- AXXCESS WEALTH MANAGEMENT, LLC$1.58M
- Diversify Advisory Services, LLC$819.7K
- Valeo Financial Advisors, LLC$382.9K
- AMARA FINANCIAL, LLC.$233.7K
- Viewpoint Capital Management LLC$229.9K
- Whitegate Investment Counselors, Inc.$200.5K
- FLAGSHIP HARBOR ADVISORS, LLC$183.5K
- Spire Wealth Management$36.7K
- GoalVest Advisory LLC$30.3K
- Cape Investment Advisory, Inc.$29.2K
- Concord Wealth Partners$4.32K
- Mowery & Schoenfeld Wealth Management, LLC$3.45K
- Key Capital Management, INC$2.94K
- Commonwealth Retirement Investments LLC$506
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.