Stock
Sunoco Lp/Sunoco Fin Corp
Ticker not mapped · held by 294 managers
Reported value
$4.35B
Holders
294
+42 new · −16 exited
Holders’ est. mark
$817.5M
Price effect on 213 books still in the name
Largest holder
$1.6B
ALPS ADVISORS INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $236.3M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ALPS ADVISORS INC | 24.7M | $1.6B | $309.9M | Added$300.2M |
| Invesco Ltd. | 8.86M | $575.5M | $111.1M | Added$111.8M |
| GOLDMAN SACHS GROUP INC | 5.53M | $359.2M | $69.4M | Added$52M |
| Fidelity | 3.64M | $236.3M | $23.2M | Added$139.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.23M | $209.6M | $38.7M | Added$48.1M |
| Energy Income Partners, LLC | 1.9M | $123.5M | $23.9M | Added$21M |
| COOPERMAN LEON G | 1.62M | $105.3M | $20.3M | Added$20.3M |
| JPMORGAN CHASE & CO | 1.5M | $99.8M | $20.9M | Added$14.6M |
| MORGAN STANLEY | 1.11M | $72.2M | $14M | Cut−$13.7M |
| Recurrent Investment Advisors LLC | 1.03M | $66.8M | $8.52M | Added$31.2M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 972.9K | $63.2M | $9.11M | Added$25.2M |
| UBS Group AG | 959.7K | $62.4M | $12.1M | Added$11.7M |
| Blackstone Inc. | 894.4K | $58.1M | $11.2M | Cut−$69.5M |
| MILLER HOWARD INVESTMENTS INC /NY | 816.2K | $53M | $8.66M | Added$16.9M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 815.5K | $53M | $10.1M | Added$11M |
| BARCLAYS PLC | 794.6K | $51.6M | $7.31M | Added$21.1M |
| Fractal Investments LLC | 616.5K | $40.1M | $7.74M | Added$7.74M |
| BOWEN HANES & CO INC | 600K | $39M | $39M | Added$39M |
| NEUBERGER BERMAN GROUP LLC | 576.4K | $37.5M | $7.24M | Added$6.63M |
| Adams Asset Advisors, LLC | 565.8K | $36.8M | $7.11M | Added$6.81M |
| RAYMOND JAMES FINANCIAL INC | 383.9K | $24.9M | $4.8M | Added$4.89M |
| Allianz Asset Management GmbH | 328.3K | $21.3M | $1.48M | Added$15.2M |
| CITIGROUP INC | 238.6K | $15.5M | $2.6M | Added$4.66M |
| WELLS FARGO & COMPANY/MN | 223.3K | $14.5M | $2.53M | Added$3.95M |
| BANK OF AMERICA CORP /DE/ | 204.6K | $13.3M | $1.95M | Added$5.17M |
| ROYAL BANK OF CANADA | 190.5K | $12.4M | $2.23M | Added$3.06M |
| LPL Financial LLC | 177.2K | $11.5M | $2.23M | Added$2.13M |
| ING GROEP NV | 164K | $10.7M | — | New |
| Sanctuary Advisors, LLC | 154.7K | $10.1M | $1.62M | Added$3.27M |
| Kercheville Advisors, LLC | 154.1K | $10M | $1.23M | Added$1.23M |
| HUB Investment Partners, LLC | 144.4K | $9.38M | $1.81M | Added$450.6K |
| CIBC Bancorp USA Inc. | 141.4K | $9.19M | — | Held |
| HENNESSY ADVISORS INC | 140.2K | $9.11M | $1.76M | Added$1.5M |
| Beacon Pointe Advisors, LLC | 138.5K | $9M | — | New |
| Texas Yale Capital Corp. | 133.1K | $8.65M | $1.64M | Added$1.8M |
| Waverly Advisors, LLC | 132.1K | $8.58M | $1.58M | Added$2M |
| EXCHANGE TRADED CONCEPTS, LLC | 120.6K | $7.84M | $1.51M | Added$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | 115.7K | $7.52M | $724K | Added$4.5M |
| Susquehanna Portfolio Strategies, LLC | 88.6K | $5.76M | $1.11M | Added$498K |
| Summit Financial, LLC | 81.5K | $5.3M | $1.02M | Added$412.1K |
| Corigliano Investment Advisers, LLC | 77.4K | $5.03M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 73.7K | $4.79M | $604K | Added$2.27M |
| Waldron Private Wealth LLC | 71K | $4.61M | $891.8K | Added$891.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69.6K | $4.52M | $874.2K | Cut−$1.48M |
| JANE STREET GROUP, LLC | 67.3K | $4.37M | — | New |
| Cetera Investment Advisers | 62.6K | $4.06M | $682.6K | Added$1.22M |
| Kestra Advisory Services, LLC | 62.4K | $4.05M | $223.5K | Added$3.12M |
| J.W. COLE ADVISORS, INC. | 60.5K | $3.93M | $770K | Added$726K |
| OSAIC HOLDINGS, INC. | 60.4K | $3.92M | $599.6K | Added$1.42M |
| Annis Gardner Whiting Capital Advisors, LLC | 56.8K | $3.69M | $10K | Added$3.65M |
| Advisors Asset Management, Inc. | 56.1K | $3.64M | $682.3K | Added$796.2K |
| Mariner, LLC | 51.8K | $3.36M | $601K | Added$856.8K |
| WHITTIER TRUST CO OF NEVADA INC | 50.7K | $3.27M | $599.6K | Added$599.6K |
| Gilman Hill Asset Management, LLC | 48.6K | $3.15M | $485.7K | Added$1.13M |
| Cresset Asset Management, LLC | 47.1K | $3.06M | $345.7K | Added$1.62M |
| CAPTRUST FINANCIAL ADVISORS | 44.4K | $2.88M | $506.3K | Added$769.5K |
| Sovereign Investment Advisors, LLC | 43.5K | $2.83M | $520K | Added$657.9K |
| FIRST TRUST ADVISORS LP | 40.5K | $2.63M | $508.7K | Cut−$325.4K |
| Barnett & Company, Inc. | 39.6K | $2.57M | $497.2K | Added$497.2K |
| PARK CIRCLE Co | 36.4K | $2.36M | $456.6K | Added$456.6K |
| Creative Planning | 36.3K | $2.36M | $456.3K | Added$355.3K |
| Linscomb Wealth, Inc. | 35.1K | $2.28M | $185.1K | Added$1.51M |
| GLENMEDE TRUST CO NA | 35K | $2.27M | $439.6K | Added$240.4K |
| AMERIPRISE FINANCIAL INC | 34.6K | $2.25M | $433.9K | Added$81.6K |
| WESTWOOD HOLDINGS GROUP INC | 34.3K | $2.23M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.7K | $2.06M | $370.8K | Added$509.2K |
| STIFEL FINANCIAL CORP | 30.7K | $1.99M | $377.8K | Added$415K |
| MidFirst Bank | 30.5K | $1.98M | $383.1K | Added$383.1K |
| Rockefeller Capital Management L.P. | 29K | $1.88M | $318.5K | Added$553.3K |
| TRUIST FINANCIAL CORP | 28.5K | $1.85M | $296.7K | Added$613.6K |
| Empirical Asset Management, LLC | 28K | $1.82M | $351.9K | Added$331.8K |
| Zurich Insurance Group Ltd/FI | 27.2K | $1.77M | $341.6K | Added$341.6K |
| ELCO Management Co., LLC | 27.1K | $1.76M | $340.3K | Added$304.3K |
| Crescent Grove Advisors, LLC | 26.9K | $1.75M | — | New |
| Apollon Wealth Management, LLC | 22.2K | $1.44M | $279.2K | Added$110.8K |
| CASCADE INVESTMENT GROUP, INC. | 21.9K | $1.42M | $274.8K | Added$227.6K |
| DIVIDEND ASSETS CAPITAL, LLC | 21.4K | $1.39M | $260.8K | Added$302.9K |
| Private Advisor Group, LLC | 21.2K | $1.38M | $265.8K | Added$265.8K |
| HighTower Advisors, LLC | 21K | $1.37M | $258.4K | Added$287.9K |
| AMERICAN FINANCIAL GROUP INC | 20K | $1.3M | $251.2K | Added$251.2K |
| US BANCORP \DE\ | 18.9K | $1.23M | $237.2K | Added$231.9K |
| BlackRock, Inc. | 17.1K | $1.11M | $214.2K | Added$219.6K |
| Kingsview Wealth Management, LLC | 17.1K | $1.11M | $122.1K | Added$599.7K |
| PNC Financial Services Group, Inc. | 16.9K | $1.1M | $205.4K | Added$241K |
| Focus Financial Network, Inc. | 16.9K | $1.1M | $211.9K | Added$111.6K |
| Focus Partners Wealth | 16.8K | $1.09M | $211.2K | Added$206K |
| CARY STREET PARTNERS FINANCIAL LLC | 16.6K | $1.08M | $208.1K | Added$208.1K |
| MCDONALD PARTNERS LLC | 15.1K | $981K | $189.7K | Added$179.2K |
| Baird Financial Group, Inc. | 15.1K | $979K | $189.3K | Added$148.4K |
| MGO ONE SEVEN LLC | 14.7K | $952.7K | $180K | Added$201.5K |
| CASTLEARK MANAGEMENT LLC | 14.4K | $938.8K | $181.5K | Added$181.5K |
| Quad-Cities Investment Group, LLC | 14.2K | $922.3K | $177.9K | Added$180.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.1K | $909.6K | $170.1K | Cut−$1.19M |
| Caprock Group, LLC | 13.3K | $862.5K | $166.7K | Added$106.5K |
| M&T Bank Corp | 13.1K | $851.5K | $164.6K | Added$164.6K |
| Sigma Planning Corp | 12.9K | $837.7K | $162K | Added$157.8K |
| BOKF, NA | 12.2K | $791.5K | $153K | Added$153K |
| M.E. ALLISON & CO., INC. | 11.7K | $763.1K | $147.5K | Added$147.5K |
| Moors & Cabot, Inc. | 11.6K | $751.6K | $145.3K | Added$142.4K |
| Patriot Financial Group Insurance Agency, LLC | 11.5K | $744.4K | $71.4K | Added$446.5K |
| IMC-Chicago, LLC | 11.2K | $730.5K | $141.2K | Cut−$1.67M |
| IHT Wealth Management, LLC | 11.2K | $726.2K | $133.2K | Added$170.5K |
| Oxbow Advisors, LLC | 11.1K | $719.5K | $133.1K | Added$164.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11.1K | $709.1K | $129K | Added$125.4K |
| Larson Financial Group LLC | 10.9K | $708.9K | $27.7K | Added$593.1K |
| JONES FINANCIAL COMPANIES LLLP | 9.91K | $664.2K | $123.7K | Added$220.3K |
| Bank of New York Mellon Corp | 10K | $651.4K | $74.6K | Added$340K |
| Tradition Wealth Management, LLC | 10K | $650.9K | $125.1K | Added$128.8K |
| B. Riley Wealth Advisors, Inc. | 9.72K | $644.6K | $131K | Added$150.9K |
| BROWN ADVISORY INC | 9.88K | $641.8K | $124K | Added$66.6K |
| BALDWIN WEALTH PARTNERS LLC/MA | 9.86K | $640.6K | $123.8K | Added$123.8K |
| World Investment Advisors | 9.6K | $623.7K | $107.6K | Added$174.9K |
| &PARTNERS | 9.6K | $623.5K | $102.9K | Added$194.3K |
| Quantinno Capital Management LP | 9.49K | $616.6K | $119.2K | Added$58.1K |
| Stratos Wealth Partners, LTD. | 9.41K | $611.2K | $115.3K | Added$129.8K |
| Wealthcare Advisory Partners LLC | 9.1K | $591.4K | $114.3K | Added$11.5K |
| DAVIDSON TRUST CO | 9K | $584.7K | $113K | Added$113K |
| PSI Advisors, LLC | 8.8K | $571.8K | $110.6K | Added$105.8K |
| Cypress Capital Group | 8.62K | $560K | $108.3K | Added$108.3K |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8.5K | $552.2K | $106.8K | Added$106.8K |
| Midwest Trust Co | 8.48K | $551.1K | $95.4K | Added$153K |
| U.S. Capital Wealth Advisors, LLC | 8.4K | $545.8K | $105.5K | Added$18.6K |
| SFMG, LLC | 8.3K | $539.3K | $103K | Added$109.5K |
| MML INVESTORS SERVICES, LLC | 8.22K | $534.2K | $103.3K | Cut−$14.2K |
| Baker Avenue Asset Management, LP | 8.21K | $533.5K | $103.1K | Added$51.8K |
| Cohen Capital Management, Inc. | 8.21K | $533.4K | $103.1K | Added$103.1K |
| IFG Advisory, LLC | 8.16K | $530.2K | $70.3K | Added$236.9K |
| United Advisor Group, LLC | 8.09K | $525.8K | $101.6K | Added$101.6K |
| BENJAMIN EDWARDS INC | 7.89K | $513K | $99.2K | Added$99.3K |
| UHLMANN PRICE SECURITIES, LLC | 7.87K | $511K | $98.8K | Added$90.7K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 7.84K | $509.1K | $80.7K | Added$172.3K |
| OPPENHEIMER & CO INC | 7.35K | $477.3K | $92.3K | Added$89.6K |
| Cullen/Frost Bankers, Inc. | 7.2K | $467.5K | $89.7K | Added$93K |
| MERCER GLOBAL ADVISORS INC /ADV | 7.14K | $463.9K | $86.7K | Added$101.8K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 7.04K | $457.3K | $88.4K | Added$88.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.01K | $455.3K | $83.5K | Added$106.7K |
| Curi Capital, LLC | 6.99K | $453.9K | $73.2K | Added$148.4K |
| Avidian Wealth Enterprises, LLC | 6.92K | $449.3K | $82.5K | Added$105K |
| WealthPLAN Partners, LLC | 6.88K | $446.9K | $86.3K | Added$86.7K |
| Independent Advisor Alliance | 6.84K | $444.4K | $85.9K | Added$85.9K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6.8K | $441.5K | $85.4K | Added$85.4K |
| TWO SIGMA SECURITIES, LLC | 6.56K | $426.3K | — | New |
| Avid Wealth Partners LLC | 6.4K | $415.7K | $80.4K | Added$80.4K |
| Concurrent Investment Advisors, LLC | 6.4K | $415.6K | $79.7K | Added$82.9K |
| JOURNEY STRATEGIC WEALTH LLC | 6.26K | $406.8K | $78.6K | Cut−$104.6K |
| EP Wealth Advisors, LLC | 6.19K | $401.9K | $77.7K | Cut−$431.9K |
| CSS LLC/IL | 6.15K | $399.8K | $77.3K | Added$77.3K |
| Lido Advisors, LLC | 6.12K | $397.5K | — | New |
| Zinnia Wealth Advisory, LLC | 6.04K | $392.4K | $75.9K | Added$71.5K |
| SITTNER & NELSON, LLC | 6K | $389.8K | $44.2K | Added$44.2K |
| Abel Hall, LLC | 6K | $389.8K | $75.4K | Added$75.4K |
| DIVERSIFIED TRUST CO | 5.83K | $378.6K | $71.1K | Added$82K |
| Corps Capital Advisors, LLC | 5.72K | $372K | — | New |
| PFG Investments, LLC | 5.71K | $371.2K | $71.6K | Added$72.5K |
| Cerity Partners LLC | 5.71K | $370.8K | $71.7K | Added$46.3K |
| BASSO CAPITAL MANAGEMENT, L.P. | 5.68K | $369K | $71.3K | Added$71.3K |
| Jaffetilchin Investment Partners, LLC | 5.62K | $364.9K | $65.7K | Added$90.7K |
| Clark Capital Management Group, Inc. | 5.5K | $357.3K | $69.1K | Added$69.1K |
| WEALTH ALLIANCE, LLC | 5.5K | $357.1K | $69.1K | Added$67K |
| MAI Capital Management | 5.5K | $357K | $69K | Added$61.1K |
| Carnegie Investment Counsel | 5.26K | $342K | $66.1K | Added$59.3K |
| Cornerstone Planning Group LLC | 4.87K | $339.2K | $54.8K | Added$49.5K |
| Arkadios Wealth Advisors | 5.22K | $338.9K | $64.8K | Added$68.5K |
| Allworth Financial LP | 5.14K | $334.1K | $64.6K | Added$64.7K |
| Genesee Capital Advisors, LLC | 4.96K | $322.1K | $62.3K | Added$35.2K |
| Garrett Wealth Advisory Group, LLC | 4.93K | $320.5K | $62K | Added$62K |
| BRIDGES INVESTMENT MANAGEMENT INC | 4.93K | $320.1K | $61.9K | Added$61.9K |
| CWA Asset Management Group, LLC | 4.92K | $319.5K | $61.8K | Added$58.4K |
| Willis Investment Counsel | 4.88K | $317.2K | $61.3K | Added$61.3K |
| Regal Investment Advisors LLC | 4.87K | $316.5K | — | New |
| Crumly & Associates Inc. | 4.71K | $306.1K | $59.2K | Added$59.2K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 4.69K | $304.9K | $58.9K | Cut−$17.1K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 4.68K | $304K | $58.8K | Added$58.8K |
| Lee Financial Co | 4.53K | $294.3K | $54.3K | Added$67.7K |
| Mutual Advisors, LLC | 4.44K | $288.4K | $55.8K | Added$55.8K |
| VIRTUS ADVISERS, LLC | 4.38K | $284.6K | $55K | Added$55K |
| Founders Financial Alliance, LLC | 4.37K | $284.1K | — | New |
| D.A. DAVIDSON & CO. | 4.35K | $282.5K | $54.6K | Added$54.6K |
| Whitener Capital Management, Inc. | 4.31K | $279.8K | $54.1K | Added$42K |
| Newbridge Financial Services Group, Inc. | 4.26K | $277K | $53.5K | Added$53.9K |
| Quadrant Private Wealth Management, LLC | 4.26K | $276.5K | $53.4K | Added$53.6K |
| Merit Financial Group, LLC | 3.98K | $258.6K | $50K | Cut−$36K |
| CAPITAL ADVISORS INC/OK | 3.93K | $255.5K | — | New |
| HighPoint Advisor Group LLC | 3.9K | $253.7K | $49K | Added$13.5K |
| First Trust Capital Management L.P. | 3.86K | $250.7K | $48.5K | Added$48.5K |
| KANAWHA CAPITAL MANAGEMENT LLC | 3.8K | $246.9K | — | New |
| MONECO ADVISORS, LLC | 3.77K | $245K | — | New |
| BLAIR WILLIAM & CO/IL | 3.76K | $244.6K | — | New |
| Inscription Capital, LLC | 3.74K | $243K | — | New |
| Clearstead Advisors, LLC | 3.74K | $242.7K | $46.9K | Added$46.9K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 3.73K | $242.5K | — | New |
| Summit Wealth Partners, LLC | 3.72K | $241.4K | — | New |
| NORTHERN TRUST CORP | 3.71K | $240.8K | $46.5K | Added$13.2K |
| Tyche Wealth Partners LLC | 3.71K | $240.7K | — | New |
| PARTNERS WEALTH MANAGEMENT, LLC | 3.7K | $240.1K | — | New |
| Wealth Alliance Advisory Group, LLC | 3.65K | $237.4K | — | New |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.64K | $236.6K | — | New |
| Signal Advisors Wealth, LLC | 3.56K | $231K | — | New |
| DAVENPORT & Co LLC | 3.54K | $230K | — | New |
| Bison Wealth, LLC | 3.25K | $227.5K | — | New |
| Gateway Wealth Partners, LLC | 3.5K | $227.4K | — | New |
| BARR E S & CO | 3.5K | $227.4K | — | New |
| Ethos Financial Group, LLC | 4.14K | $217.1K | $0 | Held |
| XML Financial, LLC | 3.3K | $214.4K | $41.5K | Cut−$85.8K |
| Legacy Wealth Advisors, LLC | 3.28K | $213.4K | — | New |
| Arrow Investment Advisors, LLC | 3.21K | $208.2K | — | New |
| Cyndeo Wealth Partners, LLC | 3.17K | $206K | — | New |
| NOVARE CAPITAL MANAGEMENT LLC | 3.14K | $204K | — | New |
| Anchor Investment Management, LLC | 3K | $194.9K | $37.7K | Added$37.7K |
| AMERICAN NATIONAL BANK & TRUST | 2.96K | $192.6K | $37.2K | Added$26.7K |
| Advisory Services Network, LLC | 2.83K | $184.2K | — | New |
| HARBOUR INVESTMENTS, INC. | 2.78K | $180.6K | $20.8K | Added$93.9K |
| Steward Partners Investment Advisory, LLC | 2.71K | $175.9K | $34K | Added$33.7K |
| SALEM INVESTMENT COUNSELORS INC | 2.67K | $173.2K | — | New |
| NewEdge Advisors, LLC | 8.7K | $156.9K | −$262.2K | Cut−$242.8K |
| Hilton Head Capital Partners, LLC | 2.32K | $151K | $29.2K | Cut−$63.3K |
| Caitlin John, LLC | 2.21K | $143.5K | $27.8K | Added$17.5K |
| Western Wealth Management, LLC | 2.12K | $137.7K | — | New |
| Aventura Private Wealth, LLC | 1.91K | $124K | $24K | Added$24K |
| Chung Wu Investment Group, LLC | 1.8K | $116.9K | $22.6K | Added$22.6K |
| IFP Advisors, Inc | 1.74K | $113.1K | $14.1K | Added$54.2K |
| Farther Finance Advisors, LLC | 1.41K | $90.4K | $16.4K | Cut−$129.2K |
| Front Row Advisors LLC | 1.35K | $87.7K | $17K | Added$17K |
| Sunbelt Securities, Inc. | 1.33K | $86.5K | $2.9K | Added$74.4K |
| Parkside Financial Bank & Trust | 1.31K | $85.2K | $16.5K | Added$16.4K |
| Johnson Financial Group, Inc. | 1.2K | $78K | $15.1K | Added$15.1K |
| HHM Wealth Advisors, LLC | 1.2K | $78K | $15.1K | Added$15.1K |
| HUNTINGTON NATIONAL BANK | 1.2K | $77.8K | $4.15K | Added$60.5K |
| Cassaday & Co Wealth Management LLC | 1.2K | $77.7K | — | New |
| Quent Capital, LLC | 1.07K | $69.8K | $8.67K | Added$33.7K |
| EverSource Wealth Advisors, LLC | 1.03K | $66.7K | $12.9K | Cut−$63.1K |
| Key Financial Inc | 1.02K | $66.4K | $12.7K | Added$13.6K |
| Independence Bank of Kentucky | 1.02K | $66.4K | $12.8K | Added$12.8K |
| Russell Investments Group, Ltd. | 963 | $62.6K | $12.1K | Cut−$19.7K |
| Ancora Advisors LLC | 796 | $51.7K | $10K | Added$10K |
| Harbor Asset Planning, Inc. | 762 | $49.5K | $9.57K | Added$9.57K |
| Parallel Advisors, LLC | 701 | $45.6K | $8.73K | Added$9.31K |
| TD Waterhouse Canada Inc. | 678 | $43K | — | New |
| PRIVATE TRUST CO NA | 650 | $42.2K | $8.16K | Added$8.16K |
| Steigerwald, Gordon & Koch Inc. | 626 | $40.7K | $7.86K | Added$7.86K |
| Root Financial Partners, LLC | 625 | $40.6K | $7.85K | Added$7.85K |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $39.1K | $7.56K | Added$7.56K |
| CoreCap Advisors, LLC | 575 | $37.4K | $7.22K | Added$7.22K |
| CENTRAL TRUST Co | 560 | $36.4K | $7.03K | Added$7.03K |
| Avalon Trust Co | 500 | $32.5K | $6.28K | Added$6.28K |
| DHJJ Financial Advisors, Ltd. | 500 | $32.5K | $6.28K | Added$6.28K |
| Triumph Capital Management | 500 | $32.5K | $6.28K | Added$6.28K |
| CNB Bank | 500 | $32.5K | $6.28K | Added$6.28K |
| CWM, LLC | 410 | $26.6K | $26.6K | Added$26.6K |
| Private Wealth Asset Management, LLC | 406 | $26.4K | $5.1K | Added$5.1K |
Who left
- TIG Advisors, LLC$1.84M
- BANK OF MONTREAL /CAN/$1.12M
- SIMPLEX TRADING, LLC$796.6K
- DRW Securities, LLC$555.4K
- Corient Private Wealth LLC$391.3K
- Pinnacle Financial Partners, Inc.$328.1K
- EVOKE WEALTH, LLC$255.6K
- 1900 WEALTH MANAGEMENT LLC$236.3K
- FLAGSHIP HARBOR ADVISORS, LLC$141.5K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$95.1K
- Cresta Advisors, Ltd.$64K
- Keating Financial Advisory Services, Inc.$30K
- Arax Advisory Partners$5.78K
- Tower Research Capital LLC (TRC)$2.78K
- Rudius Management LP$1.73K
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.