Stock
Reported value
$1.76B
Holders
393
+54 new · −40 exited
Holders’ est. mark
$130.3M
Price effect on 223 books still in the name
Largest holder
$557.4M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $1.41M
- Icahn Capital0.0% · $335.2K
- Renaissance Technologies0.0% · $240.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9.74M | $557.4M | $44.6M | Added$25.9M |
| MORGAN STANLEY | 2.31M | $132M | $9.29M | Added$25.2M |
| Wharton Business Group, LLC | 1.72M | $98.6M | $7.85M | Added$8.32M |
| LPL Financial LLC | 1.23M | $70.6M | $5.26M | Added$10.1M |
| Cetera Investment Advisers | 1.08M | $61.6M | $3.23M | Added$24.5M |
| Mariner, LLC | 1.06M | $60.5M | $4.7M | Added$6.49M |
| RAYMOND JAMES FINANCIAL INC | 834K | $47.7M | $3.64M | Added$5.91M |
| HSBC HOLDINGS PLC | 758.5K | $43.4M | $3.45M | Added$3.72M |
| WELLS FARGO & COMPANY/MN | 609K | $34.8M | $1.86M | Added$13.5M |
| Wellspring Financial Advisors, LLC | 564K | $32.3M | $59.4K | Added$31.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 497.7K | $28.5M | $2.22M | Added$3.02M |
| Creative Planning | 434K | $24.8M | $1.99M | Added$1.79M |
| OSAIC HOLDINGS, INC. | 410.4K | $23.5M | $1.88M | Cut−$1.85M |
| AMERIPRISE FINANCIAL INC | 403.9K | $23.1M | $1.57M | Added$5.06M |
| JONES FINANCIAL COMPANIES LLLP | 405.6K | $22.9M | $676.4K | Added$13.9M |
| PNC Financial Services Group, Inc. | 391.7K | $22.4M | $1.7M | Added$2.89M |
| CAPTRUST FINANCIAL ADVISORS | 374.2K | $21.4M | $1.71M | Added$1.2M |
| Curi Capital, LLC | 367.3K | $21M | $1.67M | Added$1.83M |
| UBS Group AG | 354.4K | $20.3M | $1.51M | Added$2.98M |
| Compound Planning, Inc. | 331.8K | $19M | $1.52M | Added$1.22M |
| ENVESTNET ASSET MANAGEMENT INC | 312.6K | $17.9M | $1.29M | Added$3.1M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 306.7K | $17.5M | $1.36M | Added$1.87M |
| COMMONWEALTH EQUITY SERVICES, LLC | 304.4K | $17.4M | $1.39M | Added$237K |
| MML INVESTORS SERVICES, LLC | 222.3K | $12.7M | $1.02M | Added$804.3K |
| Brio Consultants, LLC | 186.3K | $11.7M | $1.91M | Added$1.81M |
| TrustBank | 202K | $11.6M | $896.1K | Added$1.26M |
| Laurel Wealth Planning LLC | 184.4K | $10.5M | $844.7K | Added$453.4K |
| HighTower Advisors, LLC | 182.9K | $10.5M | $716K | Added$2.25M |
| Wealthcare Advisory Partners LLC | 180.8K | $10.3M | $720.2K | Added$2.07M |
| SUMITOMO LIFE INSURANCE CO | 166.1K | $9.5M | $760.7K | Cut−$849.4K |
| STIFEL FINANCIAL CORP | 150.5K | $8.61M | $665.1K | Added$972.4K |
| Kovitz Investment Group Partners, LLC | 135.8K | $7.77M | — | New |
| Haven Private, LLC | 131.3K | $7.51M | $593.7K | Added$689.7K |
| JPMORGAN CHASE & CO | 108.9K | $6.12M | $393.1K | Added$230.1K |
| ROYAL BANK OF CANADA | 104.2K | $5.96M | $477K | Cut−$1.35M |
| PRINCIPAL SECURITIES, INC. | 89K | $5.09M | $407.5K | Added$65.4K |
| Consilium Wealth Advisory, LLC | 83.7K | $4.79M | $349.5K | Added$770.6K |
| Eagle Strategies LLC | 77.6K | $4.44M | $29.4K | Added$4.1M |
| Fifth Third Securities, Inc. | 70.7K | $4.04M | $296.1K | Added$642.3K |
| Kestra Advisory Services, LLC | 70.3K | $4.02M | $245.7K | Added$1.2M |
| LANE BROTHERS & CO INC | 68.3K | $3.91M | $313K | Added$184.7K |
| HOGE FINANCIAL SERVICES, LLC | 65.9K | $3.77M | $245.8K | Added$943.8K |
| Silver Coast Investments LLC | 62.7K | $3.58M | $287K | Added$217.9K |
| FORTE ASSET MANAGEMENT LLC | 62.5K | $3.57M | $175K | Added$1.56M |
| Paller Financial Services Inc | 59.9K | $3.43M | $274.6K | Added$119.2K |
| Integrated Wealth Concepts LLC | 59.8K | $3.42M | $267.7K | Added$347K |
| BLAIR WILLIAM & CO/IL | 59.3K | $3.39M | $30.7K | Added$3.04M |
| MERCER GLOBAL ADVISORS INC /ADV | 54.2K | $3.1M | $248.2K | Cut−$302.1K |
| PATTON ALBERTSON MILLER GROUP, LLC | 51.7K | $2.96M | $236.9K | Added$171.5K |
| Farther Finance Advisors, LLC | 50.8K | $2.93M | $173.3K | Added$1.13M |
| Dorsey & Whitney Trust CO LLC | 51.2K | $2.93M | — | New |
| Western Wealth Management, LLC | 50.4K | $2.88M | $125K | Added$1.45M |
| CWM, LLC | 46.2K | $2.64M | $2.64M | Added$2.64M |
| U.S. Capital Wealth Advisors, LLC | 45.1K | $2.58M | $206.7K | Added$143.5K |
| J.W. COLE ADVISORS, INC. | 41.4K | $2.37M | $286.4K | Added$383.1K |
| BG Investment Services, LLC | 40.3K | $2.31M | $184.7K | Added$157K |
| MONEY CONCEPTS CAPITAL CORP | 39.3K | $2.25M | $180.2K | Added$135.6K |
| CLIENT 1ST ADVISORY GROUP, LLC | 39.3K | $2.25M | $152.4K | Added$496.2K |
| STRATEGY ASSET MANAGERS LLC | 37.2K | $2.13M | $166.9K | Added$208.7K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 37.1K | $2.12M | $169.7K | Added$65.5K |
| CITIZENS FINANCIAL GROUP INC/RI | 36.5K | $2.09M | $36.2K | Added$1.67M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.3K | $2.08M | — | New |
| Urban Wealth Management, LLC | 35.8K | $2.05M | $163.9K | Cut−$48.5K |
| IHT Wealth Management, LLC | 35.2K | $2.01M | $127.2K | Added$549.4K |
| Equitable Holdings, Inc. | 35.9K | $1.9M | $5.04K | Cut−$346.5K |
| ARRIEN INVESTMENTS, INC. | 32.9K | $1.88M | $150.6K | Added$63.6K |
| Financial Partners Group, Inc | 32.8K | $1.87M | $38K | Added$29.6K |
| Rockefeller Capital Management L.P. | 32.5K | $1.86M | $139.9K | Added$251.1K |
| SIMON QUICK ADVISORS, LLC | 31.4K | $1.79M | $143.6K | Added$87.9K |
| Avidian Wealth Enterprises, LLC | 30.5K | $1.74M | $139.7K | Added$55.7K |
| Hibernia Wealth Partners, LLC | 30.4K | $1.74M | $54.3K | Added$1.12M |
| WARNER FINANCIAL, INC | 30.4K | $1.74M | $1.74M | Added$1.74M |
| Cerity Partners LLC | 30.3K | $1.73M | $124.3K | Added$306.2K |
| Arax Advisory Partners | 29.7K | $1.7M | $7.04K | Added$1.62M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 26.3K | $1.59M | — | New |
| IFP Advisors, Inc | 27.6K | $1.58M | $126.4K | Added$96.4K |
| Sunbelt Securities, Inc. | 27.5K | $1.57M | $102.6K | Added$392K |
| Private Advisor Group, LLC | 26.9K | $1.54M | $123.1K | Added$110.6K |
| Arkadios Wealth Advisors | 26.7K | $1.53M | $26.5K | Added$1.22M |
| Stratos Wealth Partners, LTD. | 26K | $1.49M | $119.1K | Cut−$1.27M |
| Wealthcare Capital Partners, LLC | 25.9K | $1.48M | $114.1K | Added$173.5K |
| Corient Private Wealth LLC | 25.6K | $1.46M | $105.8K | Added$222.2K |
| Sanctuary Advisors, LLC | 25.3K | $1.44M | $115.7K | Cut−$235.2K |
| Fidelity | 24.6K | $1.41M | $76.9K | Added$523.9K |
| LIBERTY WEALTH MANAGEMENT LLC | 24.4K | $1.39M | $103.6K | Added$29.8K |
| Independent Advisor Alliance | 23.8K | $1.36M | — | New |
| FIFTH THIRD BANCORP | 23.6K | $1.35M | $1.17K | Added$1.33M |
| Concurrent Investment Advisors, LLC | 22.6K | $1.29M | $101.9K | Added$121.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22.6K | $1.29M | $81.1K | Added$355K |
| Sovran Advisors, LLC | 20.5K | $1.29M | $100.7K | Added$342.9K |
| Forthright Family Wealth Advisory LLC | 29.1K | $1.26M | −$269.9K | Cut−$1.37M |
| CreativeOne Wealth, LLC | 22K | $1.26M | $98.1K | Added$129.8K |
| Alpha Financial Partners, LLC | 21.8K | $1.25M | $99.9K | Cut−$692.7K |
| Cascade Financial Partners, LLC | 21.6K | $1.23M | $74K | Added$382.9K |
| Focus Partners Wealth | 21.5K | $1.23M | $98.5K | Cut−$7.59K |
| HERBST GROUP, LLC | 21.3K | $1.22M | $97.4K | Added$51K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21.1K | $1.21M | $93.5K | Added$134.7K |
| Yakira Capital Management, Inc. | 20.5K | $1.18M | — | New |
| OneDigital Investment Advisors LLC | 20.1K | $1.15M | $92.1K | Added$90K |
| Banque Cantonale Vaudoise | 19.9K | $1.14M | — | New |
| GOLDMAN SACHS GROUP INC | 19.8K | $1.13M | $90.5K | Cut−$197.9K |
| Apeiron RIA LLC | 19.5K | $1.11M | — | New |
| Kovack Advisors, Inc. | 19.2K | $1.1M | $88.7K | Added$78.3K |
| Elm3 Financial Group, LLC | 18.2K | $1.04M | $79.2K | Added$130.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18K | $1.04M | $62.1K | Cut−$10.9K |
| Sound Financial Strategies Group, LLC | 17.7K | $1.01M | $81.2K | Cut−$296.5K |
| Merit Financial Group, LLC | 17.6K | $1M | $45.5K | Added$480.5K |
| Visionary Wealth Advisors | 17.3K | $987.8K | $72.1K | Added$159.4K |
| SCOTIA CAPITAL INC. | 16.8K | $961.4K | $62.8K | Added$240.1K |
| Comprehensive Money Management Services LLC | 16.8K | $959.8K | $76.9K | Added$76.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 16.7K | $954.8K | $76K | Added$80.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 16.6K | $949K | $76K | Added$76K |
| Copia Wealth Management | 16.2K | $926.6K | $74.2K | Cut−$382.4K |
| NATIONAL BANK OF CANADA /FI/ | 15.9K | $909.5K | $72.8K | Added$72.8K |
| Maia Wealth LLC | 15.7K | $898.1K | −$37.2K | Cut−$71.3K |
| EVOLUTION WEALTH MANAGEMENT INC. | 15.6K | $890.8K | $33.7K | Added$503.2K |
| NWF Advisory Services Inc. | 15.5K | $884.4K | $70.8K | Added$34.9K |
| TRUIST FINANCIAL CORP | 15.4K | $883.6K | $70.8K | Added$49.6K |
| Qube Research & Technologies Ltd | 15.4K | $878.5K | $62.7K | Added$158.7K |
| Insight Wealth Partners, LLC | 15.2K | $871.2K | $67.4K | Added$97.7K |
| Werba Rubin Papier Wealth Management | 15K | $859.6K | $68.8K | Added$47.5K |
| SWMG, LLC | 14.7K | $839.8K | −$20.6K | Cut−$16.5K |
| Chicago Partners Investment Group LLC | 13.7K | $817.6K | $35.1K | Added$175.9K |
| Indivisible Partners | 14.2K | $814.9K | $61.4K | Added$109.9K |
| KICKSTAND VENTURES, LLC. | 13.7K | $781K | $62.3K | Added$65.1K |
| Financial Perspectives, Inc | 13.6K | $780K | $62.5K | Added$62.5K |
| Moss Adams Wealth Advisors LLC | 13.3K | $758.1K | $60.7K | Added$60.7K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 12.8K | $733.2K | $58.7K | Cut−$20.8K |
| KPP Advisory Services LLC | 12.6K | $719.8K | $57.6K | Cut−$107.2K |
| Immaculate Wealth Management LLC | 12.6K | $718.9K | — | Held |
| Lewis Asset Management, LLC | 12.4K | $708.6K | $17.5K | Added$508.1K |
| Balboa Wealth Partners | 12.2K | $695K | $45.6K | Added$171.7K |
| Creekside Partners | 12.1K | $694.7K | $55.6K | Added$56.2K |
| Clifford Group, LLC | 12.1K | $693.5K | $53.7K | Added$76.7K |
| SAXON INTERESTS, INC. | 11.9K | $680.9K | — | New |
| CLUNE & ASSOCIATES, LTD. | 11.9K | $680.1K | $54.5K | Cut−$55.5K |
| HARBOUR INVESTMENTS, INC. | 11.7K | $669.7K | $53.7K | Added$18.6K |
| Apollon Wealth Management, LLC | 11.7K | $668K | $53.5K | Added$52.3K |
| Riverbend Wealth Management, LLC | 11.5K | $659.4K | $51.7K | Added$64.7K |
| Waverly Advisors, LLC | 11.5K | $657.2K | $52.6K | Added$45.1K |
| JANE STREET GROUP, LLC | 11.3K | $646.9K | — | New |
| Dynamic Advisor Solutions LLC | 11.2K | $639K | $27.2K | Added$327K |
| Pines Wealth Management, LLC | 11.1K | $637.1K | $45.3K | Added$117K |
| Sage Capital Management, LLC | 11K | $630.5K | $50.5K | Added$51.3K |
| VestGen Advisors, LLC | 10.2K | $629.6K | $92.7K | Added$80.2K |
| First Heartland Consultants, Inc. | 10.9K | $625.9K | $50.1K | Added$45.8K |
| CENTRAL TRUST Co | 10.6K | $604K | $48.4K | Added$48.4K |
| Allen Capital Group, LLC | 10.6K | $604K | $48.4K | Added$48.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 10.5K | $600.9K | $48.1K | Cut−$754.4K |
| Steward Partners Investment Advisory, LLC | 10.4K | $593.4K | $47.5K | Cut−$1.42M |
| BANK OF MONTREAL /CAN/ | 10.3K | $589.9K | $47.2K | Added$34.8K |
| Keebeck Wealth Management | 10.3K | $588.5K | $47.1K | Cut−$7.65K |
| EJMK Ventures LLC | 10.2K | $582.1K | $46.6K | Cut−$36.2K |
| TCI Wealth Advisors, Inc. | 10.1K | $580.4K | $46.5K | Added$46.5K |
| 180 WEALTH ADVISORS, LLC | 10.1K | $578.5K | $39.4K | Added$125.3K |
| TPG Advisors LLC | 9.92K | $567.3K | — | New |
| AE Wealth Management LLC | 9.87K | $564.7K | $37.1K | Added$138.8K |
| Blue Trust, Inc. | 9.79K | $560.3K | $44.9K | Added$42.7K |
| Evolution Wealth Advisors, LLC | 9.77K | $558.6K | $28.5K | Added$231.5K |
| Ashton Thomas Private Wealth, LLC | 9.28K | $530.6K | $42.5K | Cut−$17K |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 9.12K | $521.6K | $41.7K | Cut−$217.4K |
| US BANCORP \DE\ | 9.08K | $519.6K | $40.5K | Added$54.1K |
| &PARTNERS | 9.05K | $519.3K | $43.1K | Cut−$371.3K |
| Gotham Asset Management, LLC | 8.99K | $514.3K | $40.2K | Added$52.9K |
| ROMAN BUTLER FULLERTON & CO | 8.69K | $514.2K | $13.6K | Added$165.1K |
| CHOREO, LLC | 8.98K | $513.9K | $36.9K | Added$25.9K |
| SteelPeak Wealth, LLC | 8.84K | $505.9K | — | New |
| MGO ONE SEVEN LLC | 8.66K | $495.1K | $36.1K | Added$80.6K |
| Summit Financial, LLC | 8.62K | $492.8K | $20.4K | Added$257.9K |
| NewEdge Wealth, LLC | 8.44K | $482.6K | $38.6K | Added$30.8K |
| Icon Wealth Advisors, LLC | 7.92K | $478.7K | $61.8K | Added$57.5K |
| HB Wealth Management, LLC | 8.35K | $477.9K | $38.1K | Added$40.2K |
| PKS Advisory Services, LLC | 8.33K | $476.3K | — | New |
| Strategic Financial Partners, Ltd. | 8.21K | $469.4K | $37.6K | Cut−$163.5K |
| MARINO, STRAM & ASSOCIATES LLC | 8.13K | $465.3K | $37.2K | Added$38.1K |
| Kingsview Wealth Management, LLC | 8.13K | $465K | $35.2K | Added$60.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.99K | $457.1K | $36.6K | Cut−$22.2K |
| Keystone Wealth Services, LLC | 7.96K | $455.1K | $35.7K | Added$45.6K |
| Mutual Advisors, LLC | 7.83K | $447.7K | $35.8K | Cut−$47.9K |
| Cypress Wealth Services, LLC | 7.8K | $446.1K | $35.7K | Added$15.2K |
| KINTRA WEALTH, LLC | 7.77K | $444.5K | $22.3K | Added$188.1K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 7.69K | $440.1K | $35K | Added$37.9K |
| Sage Mountain Advisors LLC | 7.68K | $439.4K | $35.2K | Added$35.2K |
| Sigma Planning Corp | 7.55K | $432K | $34.6K | Cut−$67.9K |
| Fiduciary Alliance LLC | 7.04K | $415.9K | — | New |
| Federation des caisses Desjardins du Quebec | 7.17K | $410.1K | $32.2K | Added$40.3K |
| Lakeshore Financial Planning, Inc. | 7.07K | $404.6K | — | New |
| BIP Wealth, LLC | 7.05K | $403.5K | $32.3K | Added$32.3K |
| Sun Group Wealth Partners | 6.94K | $397.2K | — | New |
| Moors & Cabot, Inc. | 6.93K | $396.2K | $31.7K | Added$11.2K |
| CoreCap Advisors, LLC | 6.92K | $395.9K | $31.7K | Added$16.1K |
| SHEETS SMITH WEALTH MANAGEMENT | 6.85K | $392K | $31.4K | Added$23.8K |
| Allworth Financial LP | 6.85K | $391.7K | $31.4K | Added$30.1K |
| HARBOR INVESTMENT ADVISORY, LLC | 6.78K | $387.8K | $30.2K | Added$40.4K |
| OpenArc Corporate Advisory, LLC | 6.7K | $383.3K | $30.4K | Added$34.8K |
| BEACON FINANCIAL GROUP | 6.66K | $381.2K | $30.5K | Added$30.5K |
| TSA Wealth Managment LLC | 6.59K | $377.1K | $30.2K | Cut−$2.22K |
| Capstone Financial Advisors, Inc. | 6.58K | $376.4K | $30K | Added$31.8K |
| Proactive Wealth Strategies LLC | 6.54K | $374.4K | $22.7K | Added$114.9K |
| Horst & Graben Wealth Management LLC | 6.08K | $372.7K | $52.8K | Added$42.8K |
| IEQ CAPITAL, LLC | 6.5K | $371.5K | $28K | Added$49.6K |
| Columbus Macro, LLC | 6.47K | $370.2K | — | New |
| Mainstream Capital Management LLC | 6.44K | $368.2K | $29.5K | Added$27.6K |
| Quadrant Private Wealth Management, LLC | 6.42K | $367.3K | $29.4K | Added$28.5K |
| Essex Financial Services, Inc. | 6.4K | $366K | $29.2K | Added$30.3K |
| One Wealth Advisors, LLC | 6.28K | $359.3K | $28.8K | Added$23.7K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 6.23K | $356.2K | $28.5K | Added$19.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 6.2K | $354.6K | $14.7K | Added$185.6K |
| Mosley Wealth Management | 6.69K | $353.5K | −$5.01K | Cut−$4.32K |
| NBC SECURITIES, INC. | 6.03K | $345.1K | $27.3K | Added$31.1K |
| Hilltop Holdings Inc. | 6K | $343.2K | $27.5K | Cut−$97.2K |
| RITHOLTZ WEALTH MANAGEMENT | 5.96K | $340.8K | — | New |
| Asempa Wealth Advisors | 5.88K | $339.2K | $29.8K | Added$30.6K |
| NewEdge Advisors, LLC | 14.2K | $338.8K | −$408.8K | Cut−$809K |
| Robertson Stephens Wealth Management, LLC | 5.91K | $337.7K | $27K | Cut−$183.4K |
| Icahn Capital | 5.86K | $335.2K | $23.5K | Added$65.1K |
| Focus Partners Advisor Solutions, LLC | 5.77K | $329.9K | — | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.75K | $328.8K | $24.5K | Added$47.1K |
| NORTHERN TRUST CORP | 5.74K | $328.3K | $26.3K | Cut−$235.8K |
| Tower Research Capital LLC (TRC) | 5.55K | $317.7K | $7.01K | Added$237.2K |
| Sovereign Financial Group, Inc. | 5.51K | $315.3K | $25.3K | Added$18.6K |
| Magnus Financial Group LLC | 5.47K | $312.9K | $25.1K | Added$24.6K |
| J. Mark Nickell & Co. | 5.3K | $303.4K | $24.3K | Added$24.3K |
| Pinnacle Financial Partners, Inc. | 5.29K | $302.9K | — | New |
| Calder Financial LLC | 5.23K | $301.8K | — | New |
| Sharkey, Howes & Javer | 5.23K | $299.2K | $24K | Added$23K |
| Beacon Pointe Advisors, LLC | 5.21K | $297.7K | $20.2K | Added$64.9K |
| Scarborough Advisors, LLC | 5.04K | $288K | $22.8K | Added$26K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 5K | $286K | — | New |
| LaFleur & Godfrey LLC | 4.93K | $282.1K | $22.5K | Added$24K |
| Marks Group Wealth Management, Inc | 4.92K | $281.7K | $22.6K | Added$22.6K |
| Donalies Financial Planning, LLC | 4.87K | $278.8K | $22.3K | Added$23.2K |
| Quantinno Capital Management LP | 4.79K | $274K | $18.7K | Added$59.2K |
| JOURNEY STRATEGIC WEALTH LLC | 4.71K | $269.7K | $21.6K | Added$8.86K |
| West Wealth Group, LLC | 4.69K | $268.3K | $21.5K | Added$11K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4.6K | $262.9K | $21.1K | Added$21.1K |
| Wealth Management Associates, Inc. | 4.58K | $261.7K | $21K | Added$21K |
| Parallel Advisors, LLC | 4.53K | $259.3K | $14.1K | Added$97.4K |
| Prospera Financial Services Inc | 4.53K | $259.2K | — | New |
| Ridgeline Wealth, LLC | 4.53K | $258.9K | $20.7K | Added$10.3K |
| Apollon Financial, LLC | 4.46K | $255K | $20.4K | Added$20.4K |
| Yukon Wealth Management, Inc. | 4.41K | $252.3K | −$2.81K | Cut−$2.35K |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.4K | $251.9K | $19.8K | Added$24.8K |
| OPPENHEIMER & CO INC | 4.33K | $247.8K | — | New |
| Atria Investments, Inc | 4.3K | $246.2K | $18.1K | Added$38.7K |
| Cladis Investment Advisory, LLC | 4.3K | $246K | $19.7K | Added$19.7K |
| Perigon Wealth Management, LLC | 4.24K | $242.5K | $19.4K | Added$11.7K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 4.23K | $242K | — | New |
| Renaissance Technologies | 4.2K | $240.2K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.11K | $235.1K | $18.8K | Cut−$13.7K |
Who left
- CONSOLIDATED CAPITAL MANAGEMENT, LLC$1.58M
- Eaton Financial Holdings Company, LLC$1.44M
- Diversify Advisory Services, LLC$1.42M
- Orion Porfolio Solutions, LLC$1.19M
- Bank of New York Mellon Corp$1.12M
- JT Stratford LLC$938.2K
- Bank Julius Baer & Co. Ltd, Zurich$526.2K
- Triad Wealth Partners, LLC$517.9K
- TWO SIGMA INVESTMENTS, LP$468.3K
- Integrated Advisors Network LLC$371.2K
- Envestnet Portfolio Solutions, Inc.$317.2K
- Focus Financial Network, Inc.$317K
- Invst, LLC$246.5K
- WEALTH MANAGEMENT RESOURCES, INC.$224.6K
- Ramirez Asset Management, Inc.$52.6K
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.