Stock
Reported value
$2.8B
Holders
442
+38 new · −21 exited
Holders’ est. mark
$6.92M
Price effect on 243 books still in the name
Largest holder
$224.6M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $289.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9.27M | $224.6M | −$358.2K | Added$7.22M |
| MERCER GLOBAL ADVISORS INC /ADV | 5.2M | $126.1M | −$182.5K | Added$432.7K |
| Lido Advisors, LLC | 4.65M | $112.7M | −$353.7K | Added$26.2M |
| MORGAN STANLEY | 4.4M | $106.7M | −$165.6K | Added$6.15M |
| UBS Group AG | 4.26M | $103.3M | −$156.1K | Added$8.59M |
| HM PAYSON & CO | 4.13M | $100.2M | −$165.3K | Cut−$2.71M |
| LPL Financial LLC | 3.44M | $83.3M | −$129.9K | Added$4.46M |
| RAYMOND JAMES FINANCIAL INC | 3.38M | $81.8M | −$133.9K | Added$554.4K |
| Sound View Wealth Advisors Group, LLC | 2.05M | $49.7M | −$79.3K | Added$1.53M |
| CAPITAL ADVISORS INC/OK | 1.93M | $46.9M | −$73.7K | Added$2.14M |
| AMERIPRISE FINANCIAL INC | 1.82M | $44M | −$124.7K | Added$2.27M |
| HighTower Advisors, LLC | 1.82M | $44M | −$72K | Added$319.5K |
| Capital Investment Advisors, LLC | 1.76M | $42.7M | −$64.8K | Added$3.36M |
| ROYAL BANK OF CANADA | 1.71M | $41.5M | −$64.4K | Added$1.71M |
| WELLS FARGO & COMPANY/MN | 1.63M | $39.5M | −$65.1K | Cut−$8.27M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.48M | $36M | −$59.3K | Cut−$1.36M |
| Gratus Wealth Advisors, LLC | 1.47M | $35.5M | −$56.1K | Added$1.47M |
| CAPTRUST FINANCIAL ADVISORS | 1.46M | $35.3M | −$54.5K | Added$2.25M |
| THREADGILL FINANCIAL, LLC | 1.42M | $34.4M | −$613.7K | Added$12.8M |
| Kathmere Capital Management, LLC | 1.37M | $33.2M | −$50.4K | Added$2.67M |
| WOODMONT INVESTMENT COUNSEL LLC | 1.36M | $33M | −$54.4K | Cut−$117.6K |
| SIGMA INVESTMENT COUNSELORS INC | 1.3M | $31.4M | −$51.1K | Added$399.2K |
| Howland Capital Management LLC | 1.27M | $30.8M | −$49.5K | Added$732.2K |
| RVW Wealth, LLC | 1.22M | $29.5M | −$46.8K | Added$1.1M |
| TRUIST FINANCIAL CORP | 1.15M | $27.9M | −$45.3K | Added$374.4K |
| STIFEL FINANCIAL CORP | 1.02M | $24.7M | −$40.7K | Cut−$2.36M |
| Kestra Advisory Services, LLC | 1M | $24.3M | −$32.1K | Added$4.86M |
| TABR Capital Management, LLC | 990.5K | $24M | −$38.4K | Added$713K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 986.6K | $23.9M | −$37K | Added$1.46M |
| Klingman & Associates, LLC | 985.5K | $23.9M | −$39.4K | Cut−$1.05M |
| Wick Capital Partners, LLC | 894K | $21.7M | −$32.3K | Added$2.04M |
| MV CAPITAL MANAGEMENT, INC. | 857.6K | $20.8M | −$32.1K | Added$1.28M |
| BENJAMIN EDWARDS INC | 788K | $19.1M | −$29.1K | Added$1.37M |
| Summit Asset Management, LLC | 772.2K | $18.7M | −$30.5K | Added$195.8K |
| REBALANCE, LLC | 759.4K | $18.4M | −$30.4K | Cut−$344.4K |
| Focus Partners Wealth | 756.1K | $18.3M | −$29.3K | Added$562.1K |
| Meiji Yasuda Life Insurance Co | 755K | $18.3M | −$22.7K | Added$4.51M |
| Glenview Trust Co | 739.7K | $17.9M | −$29.6K | Cut−$77.7K |
| Mesirow Financial Investment Management, Inc. | 739.4K | $17.9M | −$15.6K | Added$8.49M |
| US BANCORP \DE\ | 701.4K | $17M | −$26.8K | Added$754.2K |
| SPINNAKER TRUST | 680.9K | $16.5M | −$23.5K | Added$2.25M |
| Sanctuary Advisors, LLC | 666.2K | $16.1M | −$25.5K | Added$678.5K |
| Stratos Wealth Partners, LTD. | 640.6K | $15.5M | −$22.6K | Added$1.85M |
| Strid Group, LLC | 614.1K | $14.9M | −$21.1K | Added$2.07M |
| CENTRAL TRUST Co | 613K | $14.9M | −$24.1K | Added$248.7K |
| BlackRock, Inc. | 591.2K | $14.3M | −$14.8K | Added$5.33M |
| CWM, LLC | 582.2K | $14.1M | $12.1M | Added$14.1M |
| First National Trust Co | 579.7K | $14.1M | −$17.5K | Added$3.42M |
| Venture Visionary Partners LLC | 572.9K | $13.9M | −$100K | Cut−$14.5M |
| LYELL WEALTH MANAGEMENT, LP | 556.7K | $13.5M | −$20.9K | Added$820.7K |
| NOVEM GROUP | 520.5K | $12.6M | −$16.5K | Added$2.64M |
| EP Wealth Advisors, LLC | 511.3K | $12.4M | −$20.5K | Cut−$138.3K |
| Beacon Pointe Advisors, LLC | 483.8K | $11.7M | −$17.5K | Added$1.11M |
| Northstar Group, Inc. | 483.1K | $11.7M | −$18.2K | Added$650K |
| Commonwealth Financial Services, LLC | 466.9K | $11.3M | −$17.4K | Added$765.1K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 451.4K | $10.9M | −$6K | Added$7.31M |
| Arrow Financial Corp | 434.8K | $10.5M | −$17.4K | Cut−$3.46M |
| Windsor Capital Management, LLC | 432.7K | $10.5M | −$17.3K | Cut−$221.1K |
| First International Bank of Israel Ltd. | 419.4K | $10.2M | −$16.8K | Cut−$117.5K |
| Cornerstone Planning, LLC | 398.3K | $9.67M | −$5.91K | Added$958.1K |
| Allworth Financial LP | 398.3K | $9.66M | −$15.4K | Added$285.5K |
| IFP Advisors, Inc | 375.8K | $9.11M | −$11.8K | Added$1.97M |
| ARCADIA INVESTMENT ADVISORS LLC | 375.5K | $9.1M | −$14.1K | Added$522.5K |
| Merit Financial Group, LLC | 354.3K | $8.59M | −$12.1K | Added$1.24M |
| InvesTrust | 347.8K | $8.43M | −$13.8K | Added$80.6K |
| PFG Private Wealth Management, LLC | 338K | $8.19M | −$13.1K | Added$237.3K |
| Atria Investments, Inc | 334.5K | $8.11M | −$12.9K | Added$279.4K |
| Composition Wealth, LLC | 331K | $8.02M | −$8.43K | Added$2.91M |
| EIGHT 31 FINANCIAL, LLC | 329.1K | $7.98M | −$13.2K | Cut−$207.1K |
| ENVESTNET ASSET MANAGEMENT INC | 323.7K | $7.85M | −$5.49K | Added$4.52M |
| Creative Planning | 314.2K | $7.62M | −$12.6K | Cut−$818.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 313.6K | $7.6M | −$10.7K | Added$1.1M |
| Kesler, Norman & Wride, LLC | 307.3K | $7.45M | −$12K | Added$124.8K |
| Cetera Investment Advisers | 293.8K | $7.12M | −$11.4K | Added$200.3K |
| Parallel Advisors, LLC | 283.7K | $6.88M | −$52.9K | Added$495.6K |
| Praetorian Wealth Management, Inc. | 283.3K | $6.85M | −$34K | Added$365.6K |
| Ironwood Financial, llc | 281.1K | $6.81M | −$10.5K | Added$466.5K |
| Madden Advisory Services, Inc. | 280.6K | $6.8M | −$9.71K | Added$905.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 279.2K | $6.76M | −$10.4K | Added$2.64M |
| HAMEL ASSOCIATES, INC. | 272.7K | $6.61M | −$10.4K | Added$295.8K |
| OneDigital Investment Advisors LLC | 272.5K | $6.6M | −$10.9K | Added$9.16K |
| Integrated Wealth Concepts LLC | 269.5K | $6.53M | −$8.06K | Added$1.63M |
| Atlantic Union Bankshares Corp | 265.2K | $6.43M | −$10.6K | Added$11.9K |
| Signature Wealth Management Group | 259.9K | $6.3M | −$10.4K | Cut−$19.9K |
| LBMC INVESTMENT ADVISORS, LLC | 259.2K | $6.28M | −$9.74K | Added$370.5K |
| SAX WEALTH ADVISORS, LLC | 258K | $6.26M | $0 | Held |
| Equitable Holdings, Inc. | 257.2K | $6.24M | −$2.2K | Added$4.19M |
| Modern Wealth Management, LLC | 258K | $6.23M | −$26.8K | Added$1.03M |
| MCF Advisors LLC | 251.7K | $6.1M | −$9.67K | Added$236.5K |
| Quantum Financial Advisors, LLC | 250.3K | $6.07M | −$7.86K | Added$1.29M |
| Winthrop Partners - WNY, LLC | 245.1K | $5.94M | −$9.6K | Added$117.2K |
| Snowden Capital Advisors LLC | 244.9K | $5.94M | −$9.8K | Cut−$38.5K |
| JPMORGAN CHASE & CO | 244.7K | $5.92M | −$9.58K | Added$3.02M |
| JONES FINANCIAL COMPANIES LLLP | 242.3K | $5.86M | −$16.1K | Added$1.51M |
| SONATA CAPITAL GROUP INC | 236.9K | $5.74M | −$9.43K | Added$16.9K |
| Resonant Capital Advisors, LLC | 233.4K | $5.66M | −$9.09K | Added$141.1K |
| Houlihan Financial Resource Group, Ltd. | 233.2K | $5.65M | −$17.5K | Added$39.8K |
| Krilogy Financial LLC | 222.9K | $5.4M | −$22.1K | Added$22.2K |
| Crews Bank & Trust | 222.5K | $5.39M | −$8.51K | Added$226.3K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 220.3K | $5.34M | −$8.82K | Cut−$33.4K |
| Guidance Point Advisors, LLC | 217.2K | $5.27M | −$8.45K | Added$134K |
| 4Thought Financial Group Inc. | 216.8K | $5.26M | −$8.55K | Added$63.5K |
| ES4, LLC | 215.6K | $5.23M | −$8.55K | Added$27.8K |
| Heartland Bank & Trust Co | 207.9K | $5.04M | −$7.87K | Added$264.1K |
| Leo Wealth, LLC | 203.3K | $4.93M | −$7.92K | Added$130.6K |
| Penobscot Investment Management Company, Inc. | 203.1K | $4.92M | −$7.98K | Added$78.1K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 201.1K | $4.87M | −$6.16K | Added$1.14M |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 199.6K | $4.84M | −$7.98K | Cut−$31.5K |
| HANCOCK WHITNEY CORP | 192.7K | $4.67M | −$7.24K | Added$279.4K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 189.9K | $4.6M | −$7.13K | Added$282.3K |
| Cornell Pochily Investment Advisors, Inc. | 187K | $4.53M | −$6.27K | Added$730.6K |
| Sowell Financial Services LLC | 186.1K | $4.51M | −$7.33K | Added$63.1K |
| Valmark Advisers, Inc. | 186.1K | $4.51M | −$6.85K | Added$353.9K |
| Prospera Financial Services Inc | 176.8K | $4.29M | −$6.87K | Added$81.2K |
| Robbins Farley | 172.8K | $4.19M | −$6.64K | Added$157.2K |
| REGIONS FINANCIAL CORP | 171.2K | $4.15M | −$5.35K | Added$904.6K |
| Cherry Tree Wealth Management, LLC | 171.2K | $4.15M | −$6.85K | Cut−$76.2K |
| OSAIC HOLDINGS, INC. | 170.4K | $4.13M | −$6.86K | Cut−$58.7K |
| Great Diamond Partners, LLC | 170.1K | $4.12M | −$6.09K | Added$425.5K |
| Laurel Wealth Advisors LLC | 167.7K | $4.06M | −$14.7K | Added$93.6K |
| TLWM | 165.8K | $4.02M | −$6.64K | Cut−$25.8K |
| MONECO ADVISORS, LLC | 159.1K | $3.86M | −$6.02K | Added$210.5K |
| Probity Advisors, Inc. | 148.6K | $3.6M | −$5.93K | Cut−$2.09M |
| Evergreen Private Wealth LLC | 148.3K | $3.59M | −$5.85K | Added$39.7K |
| Breachway Investments LLC | 147.1K | $3.55M | −$17.9K | Added$67.1K |
| PRECEDENT WEALTH PARTNERS, LLC | 145.6K | $3.53M | −$5.56K | Added$136.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 144.1K | $3.48M | −$17.5K | Added$451.8K |
| WJ Wealth Management, LLC | 143.2K | $3.47M | −$5.45K | Added$155K |
| Sightline Wealth Advisors, LLC | 140.6K | $3.41M | −$5.64K | Cut−$1.27M |
| MEMBERS WEALTH LLC | 138K | $3.34M | −$12.4K | Cut−$204.1K |
| Foundation Wealth Management, LLC | 136.8K | $3.32M | −$6.76K | Added$42.6K |
| Stonebrook Private Inc. | 135.4K | $3.28M | −$5.23K | Added$108.8K |
| Godshalk Welsh Capital Management, Inc. | 125.3K | $3.04M | −$4.47K | Added$327.9K |
| HARBOR INVESTMENT ADVISORY, LLC | 121.8K | $2.95M | −$4.14K | Added$441.9K |
| Integrated Advisors Network LLC | 121.3K | $2.94M | −$4.22K | Added$373.3K |
| TFR Capital, LLC. | 119.1K | $2.89M | −$2.99K | Added$1.07M |
| Mariner, LLC | 118.5K | $2.87M | −$4.55K | Added$100.1K |
| LifePlan Financial, LLC | 117.1K | $2.84M | −$4.4K | Added$170.3K |
| FIRST MANHATTAN CO. LLC. | 117K | $2.84M | −$3.65K | Added$617.7K |
| MTM Investment Management, LLC | 114.8K | $2.78M | −$4.18K | Added$247.4K |
| KINTRA WEALTH, LLC | 113.8K | $2.76M | −$638 | Added$2.37M |
| Fortis Capital Management LLC | 112.9K | $2.74M | −$4.51K | Cut−$42.8K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 110.7K | $2.68M | −$4.37K | Added$35K |
| Marathon Mission, Inc. | 110.6K | $2.68M | −$4.24K | Added$103.8K |
| Rossmore Private Capital | 110.1K | $2.67M | −$4.11K | Added$175.2K |
| Associated Banc-Corp | 108.4K | $2.63M | −$4.26K | Added$38K |
| CARY STREET PARTNERS FINANCIAL LLC | 108.3K | $2.62M | −$4.25K | Added$33.6K |
| McGlone Suttner Wealth Management, Inc. | 104.4K | $2.53M | −$3.87K | Added$176.5K |
| Foundry Financial Group, Inc. | 103.7K | $2.51M | −$4.15K | Cut−$65.7K |
| Addison Advisors LLC | 102.8K | $2.49M | −$3.67K | Added$262.7K |
| Private Advisor Group, LLC | 102.6K | $2.49M | −$3.24K | Added$522K |
| SMITH, MOORE & CO. | 100.9K | $2.45M | −$4.05K | Cut−$303.3K |
| Keeler Thomas Management LLC | 100.4K | $2.43M | −$4.02K | Cut−$2.94M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 99.3K | $2.41M | −$3.49K | Added$295.4K |
| 10Elms LLP | 98.1K | $2.38M | −$1.46K | Added$1.49M |
| COWA, LLC | 95.3K | $2.31M | −$587 | Added$1.95M |
| Centennial Advisors, LLC | 94K | $2.28M | −$3.77K | Cut−$220.2K |
| Chesley Taft & Associates LLC | 89.4K | $2.17M | −$3.46K | Added$65.2K |
| Forvis Mazars Wealth Advisors, LLC | 88.5K | $2.15M | −$3.54K | Cut−$3.54K |
| Sequoia Financial Advisors, LLC | 88.2K | $2.14M | −$3.2K | Added$196.1K |
| FF Advisors,LLC | 88.1K | $2.14M | −$4.41K | Cut−$1.4M |
| Wealthstar Advisors, LLC | 88.1K | $2.14M | −$3.41K | Added$65.6K |
| AssuredPartners Investment Advisors, LLC | 88.3K | $2.13M | — | New |
| Round Rock Advisors LLC | 86.8K | $2.1M | −$3.48K | Cut−$1.32K |
| Granite Harbor Advisors, Inc. | 85.1K | $2.06M | −$2.43K | Added$591.1K |
| HARBOR ADVISORY CORP /MA/ | 83.4K | $2.02M | −$3.05K | Added$171.5K |
| FIFTH THIRD BANCORP | 83.2K | $2.02M | −$363 | Added$1.79M |
| WRAPMANAGER INC | 80.8K | $1.96M | −$3.16K | Added$42.2K |
| Independent Advisor Alliance | 79.1K | $1.92M | — | New |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 77.4K | $1.88M | −$2.3K | Added$482.5K |
| Klaas Financial Asset Advisors, LLC | 77K | $1.87M | −$3K | Added$44K |
| BEACON FINANCIAL GROUP | 76.9K | $1.86M | −$3.06K | Cut−$26.1K |
| CABOT WEALTH MANAGEMENT INC | 75.2K | $1.82M | −$2.77K | Added$142.2K |
| New England Private Wealth Advisors LLC | 75.1K | $1.82M | −$3.01K | Added$5.6K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 73.8K | $1.79M | −$2.95K | Cut−$2.95K |
| Montecito Bank & Trust | 72.7K | $1.76M | −$2.68K | Added$136.2K |
| FourThought Financial Partners, LLC | 72.5K | $1.76M | −$1.92K | Added$589.2K |
| Clearstead Advisors, LLC | 72.2K | $1.75M | −$2.88K | Cut−$90.8K |
| VALLEY WEALTH MANAGERS, INC. | 71.5K | $1.73M | −$2.82K | Added$16.4K |
| WealthTrust Axiom LLC | 68.5K | $1.66M | −$2.61K | Added$77.4K |
| Conrad Siegel Investment Advisors, Inc. | 67.9K | $1.65M | −$1.89K | Added$503.2K |
| AlTi Global, Inc. | 63.5K | $1.54M | −$2.54K | Cut−$2.54K |
| DRIVE WEALTH MANAGEMENT, LLC | 63.5K | $1.54M | −$2.54K | Cut−$270.2K |
| BARRETT & COMPANY, INC. | 63.1K | $1.53M | −$2.25K | Added$171.8K |
| Arcataur Capital Management LLC | 62.6K | $1.52M | −$2.51K | Cut−$2.5K |
| Princeton Global Asset Management LLC | 61.5K | $1.49M | −$2.3K | Added$88K |
| Segment Wealth Management, LLC | 61.5K | $1.49M | −$2.41K | Added$27.6K |
| High Note Wealth, LLC | 60.6K | $1.47M | −$694 | Added$1.05M |
| Jefferson Bridge Capital, LLC | 60.1K | $1.46M | −$2.35K | Added$37.1K |
| Cerity Partners LLC | 60K | $1.45M | — | New |
| J.W. COLE ADVISORS, INC. | 59K | $1.43M | −$1.9K | Added$287.1K |
| Cannon Financial Strategists, Inc. | 58.5K | $1.42M | −$2.31K | Added$6.8K |
| JAMES INVESTMENT RESEARCH, INC. | 58.4K | $1.42M | −$2.34K | Cut−$50.7K |
| DAVENPORT & Co LLC | 58.1K | $1.41M | −$2.33K | Cut−$2.93K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 57.5K | $1.39M | −$2.18K | Added$71K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 56.9K | $1.38M | −$2.28K | Cut−$2.16K |
| Reliant Wealth Planning | 56.6K | $1.37M | −$2.24K | Added$8.71K |
| MidFirst Bank | 55.5K | $1.35M | −$2.15K | Added$39.1K |
| Paradigm, Strategies in Wealth Management, LLC | 55.3K | $1.34M | −$2.21K | Cut−$138.3K |
| Bank of New York Mellon Corp | 54.3K | $1.32M | −$1.57K | Added$355.1K |
| SIGNATUREFD, LLC | 53.5K | $1.3M | −$380 | Added$1.07M |
| Element Wealth, LLC | 52.7K | $1.28M | −$2.06K | Added$26.4K |
| Redwood Financial Network Corp | 52.6K | $1.27M | −$2.01K | Added$52.4K |
| Hills Bank & Trust Co | 51.4K | $1.25M | — | New |
| Archford Capital Strategies, LLC | 50.2K | $1.22M | −$2.01K | Cut−$21.2K |
| PNC Financial Services Group, Inc. | 49.9K | $1.21M | −$1.57K | Added$266.4K |
| Beaumont Financial Advisors, LLC | 49.6K | $1.2M | — | New |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 49.4K | $1.2M | −$1.98K | Cut−$26K |
| Prime Capital Investment Advisors, LLC | 49.3K | $1.19M | −$1.98K | Cut−$550.9K |
| Rockefeller Capital Management L.P. | 48.9K | $1.19M | −$1.96K | Added$1.85K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 48.5K | $1.18M | −$888 | Added$632.6K |
| WESBANCO BANK INC | 48.1K | $1.17M | −$1.92K | Cut−$145.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 47.9K | $1.16M | — | New |
| Balentine LLC | 47K | $1.14M | −$1.86K | Added$5.15K |
| ADIRONDACK TRUST CO | 46.8K | $1.13M | −$1.79K | Added$55K |
| Jacobi Capital Management LLC | 46.6K | $1.13M | −$1.66K | Added$119K |
| 4J Wealth Management LLC | 46.6K | $1.13M | −$1.63K | Added$135.5K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 45.1K | $1.09M | −$1.24K | Added$342.8K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 44.7K | $1.08M | −$1.78K | Cut−$47K |
| CGN Advisors LLC | 43.3K | $1.05M | −$1.73K | Cut−$296K |
| Mayflower Financial Advisors, LLC | 42.3K | $1.03M | −$1.69K | Cut−$1.69K |
| DUDLEY CAPITAL MANAGEMENT, LLC | 42.2K | $1.02M | −$1.37K | Added$192.6K |
| ROMANO BROTHERS AND COMPANY | 41.1K | $996.9K | −$1.45K | Added$114.3K |
| Walleye Partners, LLC | 39.8K | $965.8K | −$1.59K | Cut−$84.9K |
| Gilbert Capital Group, Inc. | 39.4K | $955.3K | −$1.58K | Cut−$69.6K |
| Twin Cities Retirement Group LLC | 39.2K | $949K | −$1.55K | Added$3.25K |
| Timber Creek Capital Management LLC | 38.9K | $943.9K | −$1.56K | Cut−$1.22K |
| OPPENHEIMER & CO INC | 38.3K | $928.2K | −$1.46K | Added$43.7K |
| Weaver Consulting Group | 38.1K | $924.1K | −$1.52K | Cut−$197.7K |
| DARA CAPITAL US, INC. | 37.1K | $898.2K | −$1.67K | Cut−$1.67K |
| ALTERNA WEALTH MANAGEMENT, INC | 36.7K | $888.5K | −$1.42K | Added$24.8K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 36.6K | $886.1K | −$1.46K | Cut−$1.46K |
| Steward Partners Investment Advisory, LLC | 36.1K | $874.4K | −$1.44K | Cut−$55.6K |
| Freestone Capital Holdings, LLC | 35.4K | $858.9K | −$1.42K | Cut−$387.8K |
| First Interstate Bank | 35.2K | $853.5K | −$1.41K | Cut−$1.41K |
| Johnson Bixby & Associates, LLC | 34.9K | $844.9K | −$1.38K | Added$4.49K |
| Farther Finance Advisors, LLC | 34.7K | $838.8K | −$3.77K | Added$105.8K |
| MGO ONE SEVEN LLC | 34.3K | $832K | −$1.32K | Added$19.7K |
| HORAN Wealth, LLC | 34.2K | $829.3K | $0 | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 34.2K | $828.3K | −$415 | Added$584.4K |
| Accretive Wealth Partners, LLC | 34.1K | $827.5K | −$1.03K | Added$203.3K |
| FOCUSED ALPHA, LLC | 34.1K | $827.1K | −$1.36K | Added$9.96K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 34K | $825.1K | −$2.64K | Added$20.9K |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 34K | $824.1K | −$1.36K | Cut−$1.36K |
| Wealthspire Advisors, LLC | 33.7K | $818K | −$1.35K | Cut−$1.35K |
| KOM Wealth Management Group, LLC | 33.5K | $811.8K | −$1.1K | Added$146.7K |
| DUNCKER STREETT & CO INC | 33.1K | $802.9K | −$933 | Added$233.7K |
| Brookstone Capital Management | 32.3K | $782.5K | −$1.3K | Cut−$9.73K |
| Bank of New Hampshire | 32.3K | $782.3K | −$1.26K | Added$15.7K |
| Cove Private Wealth, LLC | 32K | $775.7K | — | New |
Who left
- NewEdge Advisors, LLC$17.6M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$9.55M
- SPRENG CAPITAL MANAGEMENT, INC.$7.06M
- Murphy, Middleton, Hinkle & Parker, Inc.$1.72M
- IFG Advisory, LLC$1.57M
- Camelot Portfolios, LLC$1.56M
- Diversify Advisory Services, LLC$1.14M
- Cypress Point Wealth Management, LLC$849.8K
- Willis Johnson & Associates, Inc.$341.1K
- RITHOLTZ WEALTH MANAGEMENT$301.2K
- BCS Wealth Management$281.4K
- J.E. Simmons & Co., P.C.$261.5K
- CALTON & ASSOCIATES, INC.$231.8K
- Banque Cantonale Vaudoise$185K
- FLAGSHIP HARBOR ADVISORS, LLC$130.5K
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.