Stock
Reported value
$3.19B
Holders
625
+57 new · −58 exited
Holders’ est. mark
$169.6M
Price effect on 241 books still in the name
Largest holder
$973.9M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $2.18M
- Fidelity0.0% · $4.43M
- Renaissance Technologies0.0% · $269.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4.34M | $973.9M | $52.2M | Added$147.6M |
| LPL Financial LLC | 898.8K | $201.9M | $11.7M | Added$17M |
| MORGAN STANLEY | 596.5K | $134M | $7.96M | Cut−$738.1K |
| PGIM Custom Harvest LLC | 469K | $105.3M | $5.78M | Added$13.9M |
| Compass Financial Group, INC/SD | 449K | $100.8M | $5.99M | Added$5.53M |
| Beacon Capital Management, Inc. | 420.7K | $94.5M | $5.62M | Cut−$928.5K |
| WELLS FARGO & COMPANY/MN | 406.8K | $91.4M | $5.07M | Added$11.1M |
| UBS Group AG | 315.7K | $70.9M | $3.55M | Added$14.7M |
| Cetera Investment Advisers | 268K | $60.2M | $3.54M | Added$4.14M |
| ENVESTNET ASSET MANAGEMENT INC | 257.4K | $57.8M | $3.44M | Cut−$9.62M |
| Empower Advisory Group, LLC | 240.2K | $53.9M | $3.21M | Added$1.54M |
| AMERIPRISE FINANCIAL INC | 222.6K | $50.1M | $3.03M | Added$3.19M |
| RAYMOND JAMES FINANCIAL INC | 194.8K | $43.8M | $2.6M | Cut−$2.33M |
| COMMONWEALTH EQUITY SERVICES, LLC | 189.9K | $42.7M | $2.54M | Added$86.7K |
| OSAIC HOLDINGS, INC. | 161.2K | $36.2M | $1.92M | Added$5.72M |
| STIFEL FINANCIAL CORP | 145.6K | $32.7M | $1.94M | Added$1.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 125.1K | $28.1M | $1.57M | Added$3.33M |
| Cerity Partners LLC | 125K | $28.1M | $1.67M | Added$1.44M |
| Rockefeller Capital Management L.P. | 108.8K | $24.4M | $1.45M | Added$59.3K |
| ROYAL BANK OF CANADA | 104.7K | $23.5M | $1.19M | Added$4.63M |
| Ameritas Advisory Services, LLC | 93.8K | $21.1M | $1.25M | Added$224.7K |
| Kestra Advisory Services, LLC | 85.6K | $19.2M | $1.14M | Added$585.3K |
| Blankinship & Foster, LLC | 82K | $18.4M | $1.07M | Added$1.43M |
| Apollon Wealth Management, LLC | 80.3K | $18M | $973.5K | Added$2.62M |
| Lido Advisors, LLC | 80K | $18M | $893.8K | Added$1.8M |
| JPMORGAN CHASE & CO | 70.8K | $15.9M | $908.4K | Cut−$1.24M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 69K | $15.5M | $921.4K | Added$829.7K |
| Marotta Asset Management | 68.7K | $15.4M | $857.6K | Cut−$360K |
| MERCER GLOBAL ADVISORS INC /ADV | 68.1K | $15.3M | $903.7K | Added$1.01M |
| Waverly Advisors, LLC | 63.4K | $14.2M | $846K | Added$594.2K |
| GOLDMAN SACHS GROUP INC | 58.6K | $13.2M | $450.4K | Added$6.03M |
| KCM INVESTMENT ADVISORS LLC | 57.7K | $13M | $769.9K | Added$646.1K |
| Private Advisor Group, LLC | 50.1K | $11.2M | $665.6K | Added$712.6K |
| SELDON CAPITAL LP | 47.6K | $10.7M | $635.4K | Added$635.4K |
| Blackston Financial Advisory Group, LLC | 45K | $10.1M | $594.6K | Added$710K |
| TrueWealth Financial Partners | 43.1K | $9.68M | — | New |
| Independent Advisor Alliance | 41.8K | $9.38M | — | New |
| CMH Wealth Management LLC | 40.5K | $9.1M | $530.6K | Added$707.5K |
| Stratos Wealth Partners, LTD. | 39.4K | $8.85M | $526.1K | Added$3.71K |
| Wealthspire Advisors, LLC | 39.2K | $8.81M | $523.5K | Added$434.4K |
| Weitzel Financial Services, Inc. | 38.5K | $8.61M | $489.4K | Added$704.1K |
| McIlrath & Eck, LLC | 38.1K | $8.55M | $492.5K | Added$754.4K |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 35.9K | $8.05M | $455.9K | Added$468.9K |
| Mariner, LLC | 34.3K | $7.7M | $427.3K | Added$939.8K |
| PNC Financial Services Group, Inc. | 33.4K | $7.5M | $445.6K | Added$95.1K |
| M&T Bank Corp | 32.8K | $7.36M | $437K | Cut−$443.1K |
| MML INVESTORS SERVICES, LLC | 32.2K | $7.22M | $429.5K | Cut−$158.3K |
| JONES FINANCIAL COMPANIES LLLP | 31.6K | $7.06M | $359.3K | Added$739.2K |
| Greenline Partners, LLC | 30.5K | $6.85M | $368.2K | Added$1.02M |
| J.W. COLE ADVISORS, INC. | 30.4K | $6.83M | $1.04M | Added$1.05M |
| Junk Investment Group, LLC | 29.8K | $6.7M | — | Held |
| Strategic Investment Solutions, Inc. /IL | 29.6K | $6.65M | $394.2K | Added$133.1K |
| Richmond Brothers, Inc. | 29.6K | $6.65M | $395.2K | Added$249.3K |
| TRUIST FINANCIAL CORP | 29.3K | $6.59M | $391.5K | Added$81K |
| Kinloch Capital, LLC | 29.2K | $6.57M | — | New |
| EXCHANGE TRADED CONCEPTS, LLC | 28.9K | $6.49M | $385.6K | Added$319.7K |
| FINANCIAL ADVISORY PARTNERS, LLC | 28.2K | $6.34M | $346.9K | Added$854.7K |
| HighTower Advisors, LLC | 26.9K | $6.04M | $343.7K | Added$608.3K |
| CITIGROUP INC | 26.3K | $5.91M | $351.1K | Added$167.1K |
| Wealthspire Retirement, LLC | 25.7K | $5.78M | $343.7K | Added$342.5K |
| JOHNSON INVESTMENT COUNSEL INC | 25.6K | $5.75M | $341.8K | Added$273.1K |
| Rossby Financial, LCC | 25.3K | $5.66M | $315.8K | Added$186.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26.8K | $5.65M | −$12.3K | Cut−$1.77M |
| US BANCORP \DE\ | 25.1K | $5.64M | $331.6K | Added$391.8K |
| Hippocratic Financial Advisors, LLC | 24.7K | $5.54M | $329K | Added$331.2K |
| MassMutual Private Wealth & Trust, FSB | 24.3K | $5.45M | $324.2K | Added$106.9K |
| Creative Planning | 24.2K | $5.44M | $305.8K | Added$599.8K |
| HC Advisors, LLC | 23.7K | $5.32M | $270.6K | Added$1.04M |
| Strengthening Families & Communities, LLC | 23.5K | $5.28M | $314.2K | Added$128.1K |
| SIMON QUICK ADVISORS, LLC | 23.1K | $5.18M | $293.5K | Added$535.8K |
| Madden Advisory Services, Inc. | 22.9K | $5.15M | $306.4K | Cut−$48.5K |
| REDSTONE WEALTH MANAGEMENT, LLC | 22.3K | $5.01M | $277.3K | Added$624.3K |
| Orion Porfolio Solutions, LLC | 22.3K | $5M | $297.3K | Cut−$859.5K |
| INTEGRITY ALLIANCE, LLC. | 22K | $4.94M | $293.5K | Cut−$1.9M |
| Steward Partners Investment Advisory, LLC | 21.7K | $4.87M | $286.9K | Added$329.8K |
| SOUTHERN CAPITAL SERVICES INC /ADV | 21.2K | $4.77M | $283.6K | Added$83.4K |
| Sharper & Granite LLC | 20.8K | $4.66M | $277.2K | Added$233.9K |
| CALTON & ASSOCIATES, INC. | 20.7K | $4.65M | $272.1K | Added$341.3K |
| WNY Asset Management, LLC | 19.9K | $4.47M | — | Held |
| Fidelity | 19.7K | $4.43M | $233.1K | Added$742.9K |
| Equitable Holdings, Inc. | 20.6K | $4.38M | $25.8K | Added$636.7K |
| Sigma Planning Corp | 19.4K | $4.36M | $243.9K | Added$499.9K |
| CIBC WORLD MARKET INC. | 19.2K | $4.32M | $181.9K | Added$1.44M |
| Corient Private Wealth LLC | 19.6K | $4.16M | $18.8K | Added$5.29K |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 17.8K | $4M | $238.1K | Added$138.4K |
| Silver Coast Investments LLC | 17.4K | $3.92M | $226K | Added$339.9K |
| HARBOUR INVESTMENTS, INC. | 17.2K | $3.85M | $107.2K | Added$2.16M |
| Quantinno Capital Management LP | 16.9K | $3.8M | $193.1K | Added$747.9K |
| Tranquilli Financial Advisor LLC | 16.4K | $3.69M | $211.7K | Added$336.1K |
| AlphaCore Capital LLC | 16.3K | $3.67M | $218.3K | Cut−$626.1K |
| Matthew Goff Investment Advisor, LLC | 16.3K | $3.65M | — | New |
| Pathstone Holdings, LLC | 16.2K | $3.64M | $216.1K | Added$217.5K |
| One Day In July LLC | 16.1K | $3.62M | $194.8K | Added$534.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16K | $3.59M | $20.5K | Added$3.27M |
| ESG Planning DBA Harper Investing | 15.9K | $3.58M | $212.6K | Cut−$766.7K |
| BAILARD, INC. | 15.8K | $3.55M | $210.8K | Cut−$262.8K |
| Joule Financial, LLC | 15.8K | $3.54M | $206.1K | Added$284.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15.7K | $3.52M | $108.9K | Added$1.79M |
| Certified Advisory Corp | 15.5K | $3.49M | $202.6K | Added$280.7K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 15.3K | $3.45M | $179.7K | Added$603.5K |
| Opus Financial Solutions LLC | 15.1K | $3.38M | $198K | Added$253.4K |
| Merit Financial Group, LLC | 14.9K | $3.35M | $198.9K | Cut−$229.5K |
| Financial Perspectives, Inc | 14.6K | $3.27M | $189K | Added$283.7K |
| Atria Investments, Inc | 14.1K | $3.17M | $188.6K | Added$76.4K |
| Smartleaf Asset Management LLC | 13.9K | $3.11M | $8.2K | Added$2.96M |
| KINGSWOOD WEALTH ADVISORS, LLC | 13.7K | $3.09M | $183.4K | Cut−$351.7K |
| Anchor Investment Management, LLC | 13.6K | $3.06M | $163K | Added$477.7K |
| TRUST CO OF OKLAHOMA | 13.6K | $3.05M | $181.1K | Added$157.4K |
| BLAIR WILLIAM & CO/IL | 13.5K | $3.04M | $180.7K | Added$152.8K |
| Grey Ledge Advisors, LLC | 13.3K | $2.98M | $142.9K | Added$718.7K |
| Retirement Planning Group, LLC | 13K | $2.93M | $164.6K | Added$323.6K |
| Arkadios Wealth Advisors | 12.9K | $2.9M | $171.6K | Added$181.9K |
| Bonfire Financial | 12.8K | $2.88M | $170.9K | Cut−$40.7K |
| Stelac Advisory Services LLC | 12.8K | $2.87M | $168.7K | Added$198.3K |
| N.E.W. Advisory Services LLC | 12.5K | $2.82M | $167.6K | Added$159.5K |
| Stonebridge Financial Planning Group, LLC | 12.2K | $2.74M | $163K | Added$83.4K |
| SBI Securities Co., Ltd. | 12.1K | $2.72M | $158.9K | Added$202.5K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 11.7K | $2.63M | $156.4K | Added$156.7K |
| D.A. DAVIDSON & CO. | 11.7K | $2.62M | $155.9K | Added$28.3K |
| Madison Wealth Partners, Inc | 11.3K | $2.54M | $101.9K | Added$927.5K |
| ASSETMARK, INC | 11.3K | $2.53M | $150.5K | Added$10.8K |
| Westside Investment Management, Inc. | 11.1K | $2.5M | $146.9K | Added$189.6K |
| Trinity Legacy Partners, LLC | 11.1K | $2.49M | $133.2K | Added$279.7K |
| Cypress Wealth Services, LLC | 10.9K | $2.46M | $146K | Added$91.5K |
| Nvest Financial, LLC | 10.7K | $2.41M | $142.6K | Added$153.4K |
| IEQ CAPITAL, LLC | 10.4K | $2.33M | $138.1K | Cut−$492.5K |
| Keebeck Wealth Management | 10.3K | $2.32M | $138K | Cut−$88.5K |
| Tower Research Capital LLC (TRC) | 10.2K | $2.3M | — | New |
| ATLAS CAPITAL ADVISORS INC. | 10.1K | $2.26M | $81K | Added$981K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 10K | $2.26M | $43.4K | Added$1.57M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 9.78K | $2.25M | $181.5K | Added$181.5K |
| Apollon Financial, LLC | 10K | $2.25M | $133.6K | Added$81.8K |
| RCW Management, LLC | 9.95K | $2.23M | $132.8K | Added$99.6K |
| Curran Financial Partners, LLC | 9.76K | $2.19M | $130.3K | Cut−$332.5K |
| Icahn Capital | 9.72K | $2.18M | $18.1K | Added$1.89M |
| Focus Partners Wealth | 9.71K | $2.18M | $125.3K | Added$180.8K |
| PFG Advisors | 9.7K | $2.18M | $129.5K | Added$110.7K |
| WBH ADVISORY INC | 9.65K | $2.16M | $120.6K | Added$117.6K |
| Beacon Pointe Advisors, LLC | 9.48K | $2.13M | $124K | Added$166.9K |
| U.S. Capital Wealth Advisors, LLC | 9.46K | $2.12M | $124.5K | Added$154.3K |
| Brookstone Capital Management | 9.42K | $2.12M | $125.2K | Added$134.2K |
| Accel Wealth Management | 9.39K | $2.11M | $125.2K | Added$129.5K |
| NOVARE CAPITAL MANAGEMENT LLC | 9.35K | $2.1M | $124.8K | Cut−$53.9K |
| Fischer Financial Services, Inc. | 9.2K | $2.07M | $121.4K | Added$145K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 8.76K | $1.97M | $117K | Cut−$2.32M |
| CoreCap Advisors, LLC | 8.73K | $1.96M | $107.8K | Added$257.1K |
| Advisory Services Network, LLC | 8.64K | $1.94M | $115.4K | Cut−$670.2K |
| Chevy Chase Trust Holdings, LLC | 8.63K | $1.94M | $115.2K | Cut−$3.36M |
| Calder Financial LLC | 8.66K | $1.94M | $108.2K | Added$1.14K |
| FIFTH THIRD BANCORP | 8.46K | $1.9M | $33.4K | Added$1.37M |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.35K | $1.87M | $109.6K | Added$142.2K |
| Houlihan Financial Resource Group, Ltd. | 8.33K | $1.87M | $23.1K | Added$23.1K |
| Wealthfront Advisers LLC | 8.05K | $1.81M | $83.2K | Added$490.6K |
| Marion Wealth Management | 8.02K | $1.8M | −$7.53K | Added$37.8K |
| Cordoba Advisory Partners LLC | 7.89K | $1.77M | $86.8K | Added$397.9K |
| MGO ONE SEVEN LLC | 7.81K | $1.75M | $103.3K | Added$121.3K |
| Clearstead Advisors, LLC | 7.7K | $1.73M | $102.7K | Added$77.6K |
| Prime Capital Investment Advisors, LLC | 7.64K | $1.72M | $101.9K | Added$89.3K |
| StoneX Group Inc. | 7.46K | $1.68M | $98.4K | Cut−$114.3K |
| Y-Intercept (Hong Kong) Ltd | 7.45K | $1.67M | — | New |
| Snowden Capital Advisors LLC | 7.43K | $1.67M | $99.1K | Added$85.4K |
| Advisors Capital Management, LLC | 7.37K | $1.65M | $94.6K | Added$154.4K |
| Gibraltar Capital Management, Inc. | 7.32K | $1.64M | $97.7K | Added$45.9K |
| Wolff Financial Management LLC | 7.29K | $1.64M | $97.5K | Added$85.4K |
| BANK OF MONTREAL /CAN/ | 7.04K | $1.58M | $94K | Cut−$499.6K |
| NOMURA ASSET MANAGEMENT CO LTD | 7K | $1.57M | $93.4K | Added$93.5K |
| SYON CAPITAL LLC | 6.98K | $1.57M | $92.4K | Added$106.1K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6.93K | $1.56M | $92.5K | Added$74.1K |
| Hershey Financial Advisers, LLC | 6.91K | $1.55M | $92.2K | Cut−$45.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6.8K | $1.53M | $90.6K | Added$90K |
| CAPTRUST FINANCIAL ADVISORS | 6.78K | $1.52M | $86.2K | Added$157.9K |
| Gerber Kawasaki Wealth & Investment Management | 6.77K | $1.52M | $85.8K | Added$162.2K |
| Sanctuary Advisors, LLC | 6.63K | $1.49M | $88.4K | Cut−$393.8K |
| One Capital Management, LLC | 6.62K | $1.49M | $88.4K | Added$88.4K |
| One Charles Private Wealth Services, LLC | 6.5K | $1.46M | $86.8K | Added$65.7K |
| PRINCIPAL SECURITIES, INC. | 6.5K | $1.46M | $86.8K | Cut−$10.7M |
| Qube Research & Technologies Ltd | 6.45K | $1.45M | $46.3K | Added$714.9K |
| ARRIEN INVESTMENTS, INC. | 6.29K | $1.41M | $83.4K | Added$92.4K |
| Safeguard Investment Advisory Group, LLC | 6.23K | $1.4M | $72K | Added$260K |
| Wealthcare Advisory Partners LLC | 6.17K | $1.39M | $82.3K | Added$55.3K |
| &PARTNERS | 6.14K | $1.38M | $80.3K | Added$110.6K |
| Mutual Advisors, LLC | 6.04K | $1.36M | $80.7K | Cut−$61.7K |
| SWEENEY & MICHEL, LLC | 6.03K | $1.35M | −$87.1K | Cut−$71.7K |
| DHJJ Financial Advisors, Ltd. | 5.95K | $1.34M | $79.6K | Added$76.7K |
| Banque Transatlantique SA | 5.92K | $1.33M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.82K | $1.31M | $75K | Added$120.5K |
| TBH Global Asset Management, LLC | 5.91K | $1.3M | $57.4K | Cut−$12.8K |
| AGF MANAGEMENT LTD | 5.76K | $1.29M | $76.9K | Added$51.1K |
| Northstar Group, Inc. | 5.74K | $1.29M | $76.5K | Added$76.9K |
| PARK NATIONAL CORP /OH/ | 5.68K | $1.28M | $75.9K | Cut−$170K |
| Farther Finance Advisors, LLC | 5.69K | $1.27M | $64.7K | Added$177.9K |
| Independent Family Office, LLC | 5.64K | $1.27M | $75.3K | Added$75.3K |
| CVA Family Office, LLC | 5.56K | $1.25M | $74.3K | Added$74.3K |
| Vickerman Investment Advisors, Inc. | 5.5K | $1.24M | $73.4K | Added$73.4K |
| McKinley Carter Wealth Services, Inc. | 5.42K | $1.22M | $72.4K | Added$72.4K |
| Parallel Advisors, LLC | 5.35K | $1.2M | $66.5K | Added$148.7K |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 5.22K | $1.18M | $81.6K | Added$39.3K |
| CacheTech Inc. | 5.26K | $1.18M | $42.6K | Added$507.3K |
| Adams Wealth Management | 5.26K | $1.18M | $42.6K | Added$507.3K |
| Allworth Financial LP | 5.22K | $1.17M | $66.5K | Added$120.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 5.13K | $1.15M | $19.1K | Added$841.5K |
| CWA Asset Management Group, LLC | 5.12K | $1.15M | $65.8K | Added$109.6K |
| Concurrent Investment Advisors, LLC | 5.11K | $1.15M | $60.9K | Added$184.4K |
| MISSION WEALTH MANAGEMENT, LP | 4.93K | $1.11M | $65.9K | Cut−$2.99K |
| Gotham Asset Management, LLC | 4.9K | $1.1M | $65.4K | Cut−$10.2K |
| MAI Capital Management | 4.89K | $1.1M | $65.2K | Added$26.1K |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4.87K | $1.09M | $65.1K | Added$65.1K |
| MontVue Capital Management, Inc. | 4.85K | $1.09M | $64.7K | Added$44.2K |
| MATAURO, LLC | 4.79K | $1.08M | $62.5K | Added$87.4K |
| FIRST FINANCIAL CORP /IN/ | 4.69K | $1.05M | $54.2K | Added$195.7K |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 4.69K | $1.05M | $62.4K | Cut−$210.5K |
| Birchcreek Wealth Management, LLC | 4.65K | $1.04M | $57.9K | Added$128.2K |
| AE Wealth Management LLC | 4.64K | $1.04M | $61.9K | Cut−$224.6K |
| ROI Financial Advisors, LLC | 4.64K | $1.04M | $62K | Added$14.7K |
| Stratos Wealth Advisors, LLC | 4.6K | $1.03M | $59K | Added$103K |
| Christensen, King & Associates Investment Services, Inc. | 4.56K | $1.02M | $57.9K | Added$105.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | 4.25K | $976.2K | $40.3K | Added$513K |
| FFG RETIREMENT ADVISORS LLC | 4.3K | $966.8K | $57.4K | Cut−$1.39M |
| Belpointe Asset Management LLC | 4.28K | $960.6K | $54.1K | Added$103.8K |
| Guardian Capital, LLC | 4.27K | $958.3K | $57K | Cut−$253.3K |
| Kovack Advisors, Inc. | 4.27K | $957.2K | $54.3K | Cut−$68.9K |
| Praetorian Wealth Management, Inc. | 4.19K | $953.8K | $68.9K | Added$67.4K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 4.25K | $953.4K | $48.8K | Added$180.9K |
| NORTHERN TRUST CORP | 4.23K | $950.5K | $56.5K | Added$44.5K |
| Cresset Asset Management, LLC | 4.22K | $946.9K | $56.1K | Added$57K |
| PENOBSCOT WEALTH MANAGEMENT | 4.21K | $945.3K | $56.1K | Cut−$49.3K |
| Prospera Financial Services Inc | 4.19K | $940.9K | $56.4K | Added$56K |
| American Alpha Advisors, LLC | 4.16K | $934.3K | $48.1K | Added$173.6K |
| EP Wealth Advisors, LLC | 4.16K | $933.7K | $55.6K | Cut−$252.6K |
| CHOREO, LLC | 4.14K | $930.5K | $48.3K | Added$93.2K |
| MERIDIAN INVESTMENT COUNSEL INC. | 4.14K | $929.4K | $55.2K | Added$50K |
| Conservest Capital Advisors, Inc. | 4.07K | $915K | $54.4K | Cut−$1.64M |
| RFG Advisory, LLC | 4K | $899.5K | $39.5K | Added$274.6K |
| BlackRock, Inc. | 4K | $897.9K | $48.8K | Added$125.6K |
| Lighthouse Wealth Management Inc. | 3.98K | $894.3K | $51.8K | Added$74.3K |
| Wellspring Financial Advisors, LLC | 789K | $874.8K | $7.89K | Added$7.9K |
| Pallas Capital Advisors LLC | 3.76K | $845.3K | $50.3K | Added$23.9K |
| First Bancorp, Inc /ME/ | 3.73K | $837.7K | $49.8K | Added$49.8K |
| Valmark Advisers, Inc. | 3.72K | $834.9K | $43.9K | Added$137.7K |
| Bluesphere Advisors LLC | 3.7K | $831.4K | $18.5K | Added$539.1K |
| Avantax Planning Partners, Inc. | 3.69K | $829.6K | $36.9K | Added$246K |
| HBW ADVISORY SERVICES LLC | 3.69K | $829.3K | $49.4K | Cut−$30.6K |
| BOKF, NA | 3.63K | $815K | $48.4K | Added$40K |
| Sankala Group LLC | 3.63K | $814K | −$72.6K | Cut−$77K |
| HB Wealth Management, LLC | 3.62K | $812.3K | $48.3K | Added$42.8K |
| Leelyn Smith, LLC | 3.53K | $793.3K | $47.2K | Added$47.2K |
| Choate Investment Advisors | 3.5K | $786.1K | $46.7K | Added$46.7K |
| Richard C. Young & CO., LTD. | 3.48K | $781.5K | $46.3K | Added$50.3K |
| Elm Partners Management LLC | 3.46K | $774.4K | $20.7K | Added$433.4K |
| Williams Jones Wealth Management, LLC. | 3.43K | $770.1K | $39.8K | Added$140.8K |
Who left
- CORDA Investment Management, LLC.$5.18M
- Royal Fund Management, LLC$3.2M
- NewEdge Advisors, LLC$2.85M
- Empowered Funds, LLC$2.05M
- Hilltop Holdings Inc.$1.65M
- GRIMES & Co WEALTH MANAGEMENT, LLC$1.64M
- Phoenix Financial Ltd.$1.09M
- Axiom Financial Strategies, LLC$925.9K
- Blue Chip Partners, LLC$805K
- MARSHALL WACE, LLP$731.1K
- Coppell Advisory Solutions LLC$466.5K
- FLPUTNAM INVESTMENT MANAGEMENT CO$434.6K
- TIAA TRUST, NATIONAL ASSOCIATION$413.8K
- Cambridge Financial Group, LLC$373.5K
- Envestnet Portfolio Solutions, Inc.$366.3K
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.