Stock
Reported value
$3.62B
Holders
768
+135 new · −29 exited
Holders’ est. mark
$830M
Price effect on 233 books still in the name
Largest holder
$339.9M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $2.61M
- Renaissance Technologies0.0% · $588.3K
- Fidelity0.0% · $4.15M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.96M | $339.9M | $92.6M | Added$88.8M |
| MORGAN STANLEY | 1.59M | $274.7M | $69.7M | Added$88.6M |
| UBS Group AG | 1.03M | $177.4M | $46.8M | Added$52.3M |
| WELLS FARGO & COMPANY/MN | 977.3K | $169.1M | $46.1M | Added$36.3M |
| LPL Financial LLC | 818.3K | $141.6M | $38.3M | Added$39.1M |
| Wealthfront Advisers LLC | 807.6K | $139.8M | $38.1M | Added$34.5M |
| Beacon Capital Management, Inc. | 720.5K | $124.7M | $34M | Added$24.2M |
| ENVESTNET ASSET MANAGEMENT INC | 566.8K | $98.1M | $22.8M | Added$37.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 497.4K | $86.1M | $23.4M | Cut−$12.5M |
| ROYAL BANK OF CANADA | 493.3K | $85.4M | $19.8M | Added$32.6M |
| BNP PARIBAS FINANCIAL MARKETS | 452.2K | $78.3M | $2.45M | Added$71.7M |
| SCS Capital Management LLC | 368.4K | $63.8M | $17.4M | Added$17M |
| PGIM Custom Harvest LLC | 354K | $61.3M | $16.5M | Added$17.3M |
| AMERIPRISE FINANCIAL INC | 316K | $55.2M | $8.97M | Added$31.9M |
| STIFEL FINANCIAL CORP | 301.4K | $52.2M | $14.2M | Added$13.5M |
| Cetera Investment Advisers | 300.8K | $52M | $12.4M | Added$19M |
| Empower Advisory Group, LLC | 252.5K | $43.7M | $11.9M | Added$9.44M |
| OSAIC HOLDINGS, INC. | 236.2K | $40.9M | $10.5M | Added$12.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 223.8K | $38.7M | $10.5M | Added$3.84M |
| Mirae Asset Global Investments Co., Ltd. | 221.7K | $38.4M | — | New |
| RAYMOND JAMES FINANCIAL INC | 217.6K | $37.7M | $9.96M | Added$11M |
| HighTower Advisors, LLC | 203.5K | $35.2M | $9.55M | Added$9.69M |
| GREENWOOD GEARHART INC | 181.7K | $31.4M | $8.28M | Added$9.33M |
| MARSHALL WACE, LLP | 174.3K | $30.2M | — | New |
| Greenline Partners, LLC | 163.2K | $28.2M | $7.39M | Added$8.49M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 161.8K | $28M | $7.63M | Added$1.41M |
| Ameritas Advisory Services, LLC | 159.9K | $27.7M | $7.54M | Added$3M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 145.8K | $25.2M | $6.73M | Added$7.25M |
| Corient Private Wealth LLC | 145.8K | $25.1M | $6.71M | Added$6.41M |
| Rockefeller Capital Management L.P. | 144.7K | $25M | $6.58M | Added$7.46M |
| PRUDENTIAL PLC | 134.9K | $23.3M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 134K | $23.2M | $6.31M | Added$5.86M |
| TUDOR INVESTMENT CORP ET AL | 124.5K | $21.5M | $83.9K | Added$21.3M |
| Zuckerman Investment Group, LLC | 117.2K | $20.3M | $5.52M | Added$5.49M |
| ALLEN WEALTH MANAGEMENT, LLC | 108.6K | $18.8M | $4.72M | Added$6.18M |
| PNC Financial Services Group, Inc. | 104.3K | $18M | $4.89M | Added$4.97M |
| COMMONWEALTH EQUITY SERVICES, LLC | 98.3K | $17M | $4.63M | Added$2.12M |
| JPMORGAN CHASE & CO | 94.3K | $16.5M | $4.63M | Added$3.76M |
| TrueWealth Financial Partners | 85K | $14.7M | — | New |
| SWAN Capital LLC | 84.3K | $14.6M | $3.97M | Added$2.8M |
| Estate Counselors, LLC | 83K | $14.4M | $3.91M | Added$78.6K |
| D.A. DAVIDSON & CO. | 78.8K | $13.6M | $3.71M | Added$3.57M |
| CMH Wealth Management LLC | 78K | $13.5M | $3.68M | Added$1.45M |
| Grove Bank & Trust | 76.8K | $13.3M | $1.71M | Added$8.71M |
| Creative Planning | 74.9K | $13M | $3.31M | Added$4.12M |
| BFSG, LLC | 64.7K | $11.2M | $3.05M | Added$2.35M |
| Roundview Capital LLC | 64K | $11.1M | $2.97M | Added$3.15M |
| Evelyn Partners Asset Management Ltd | 63.5K | $11M | $2.87M | Added$3.32M |
| Sanctuary Advisors, LLC | 61.7K | $10.7M | $2.91M | Added$1.67M |
| FIFTH THIRD BANCORP | 60.7K | $10.5M | $1.7M | Added$5.96M |
| Lido Advisors, LLC | 59.6K | $10.3M | $2.5M | Added$3.62M |
| CAPTRUST FINANCIAL ADVISORS | 59.5K | $10.3M | $2.8M | Added$2.23M |
| Elgethun Capital Management | 59.4K | $10.3M | $2.72M | Added$2.99M |
| WESCAP Management Group, Inc. | 58.3K | $10.1M | $117.9K | Added$9.78M |
| CWM, LLC | 56.6K | $9.79M | $9.59M | Added$9.78M |
| Berkeley Capital Partners, LLC | 53.8K | $9.31M | $86.3K | Added$9.08M |
| MONTAG A & ASSOCIATES INC | 51.5K | $8.91M | $1.14M | Added$5.85M |
| KCM INVESTMENT ADVISORS LLC | 49.8K | $8.61M | $2.35M | Added$1.94M |
| Richmond Brothers, Inc. | 49.2K | $8.52M | $2.32M | Added$1.98M |
| Pathstone Holdings, LLC | 48.9K | $8.46M | $2.3M | Added$2.26M |
| Kestra Advisory Services, LLC | 48.7K | $8.43M | $1.91M | Added$3.33M |
| EXCHANGE TRADED CONCEPTS, LLC | 48.6K | $8.41M | $2.29M | Added$2.22M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 48.5K | $8.39M | $2.04M | Added$2.95M |
| MML INVESTORS SERVICES, LLC | 48.4K | $8.37M | $2.28M | Added$1.85M |
| Gerald Baker Financial Group LLC | 47K | $8.12M | — | Held |
| CHOREO, LLC | 45.5K | $7.88M | $2.1M | Added$2.14M |
| Cerity Partners LLC | 45.3K | $7.83M | $1.71M | Added$3.26M |
| Independent Advisor Alliance | 45.1K | $7.8M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 42.6K | $7.54M | $1.64M | Added$3.48M |
| Guardian Wealth Management, LLC | 40.9K | $7.07M | $1.93M | Added$1.38M |
| Atria Investments, Inc | 40.6K | $7.02M | $1.91M | Added$1.24M |
| Strengthening Families & Communities, LLC | 40.3K | $6.97M | $1.9M | Added$1.64M |
| Dunhill Financial, LLC | 39.5K | $6.84M | $8.95K | Added$6.82M |
| NEUBERGER BERMAN GROUP LLC | 38K | $6.58M | $1.79M | Added$1.17M |
| Concurrent Investment Advisors, LLC | 37.7K | $6.52M | $1.16M | Added$3.41M |
| Brookstone Capital Management | 37.7K | $6.52M | $794.5K | Added$4.39M |
| Beacon Pointe Advisors, LLC | 37.1K | $6.42M | $1.73M | Added$1.79M |
| Anchor Investment Management, LLC | 37.1K | $6.42M | $1.71M | Added$1.84M |
| M&T Bank Corp | 37K | $6.4M | $1.74M | Added$726.2K |
| Quantinno Capital Management LP | 36.6K | $6.34M | $1.69M | Added$1.83M |
| LRI Investments, LLC | 35.9K | $6.21M | $1.68M | Added$1.71M |
| Flatrock Wealth Partners LLC | 35.6K | $6.17M | $1.68M | Added$1.68M |
| Prospera Financial Services Inc | 34.1K | $5.91M | $1.57M | Added$1.73M |
| Mariner, LLC | 34.1K | $5.9M | $1.14M | Added$2.86M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34K | $5.88M | $936.6K | Added$3.38M |
| TRUIST FINANCIAL CORP | 33.8K | $5.84M | $1.44M | Added$2M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 33.2K | $5.75M | $1.55M | Added$1.59M |
| HOLLENCREST CAPITAL MANAGEMENT | 32.5K | $5.63M | $1.53M | Added$1.55M |
| Stegent Equity Advisors, Inc. | 32.4K | $5.61M | — | New |
| GoalFusion Wealth Management, LLC | 31.5K | $5.45M | $1.48M | Added$812.9K |
| Focus Partners Wealth | 31.1K | $5.39M | $1.41M | Added$1.63M |
| Royal Fund Management, LLC | 30.3K | $5.25M | $1.35M | Added$1.63M |
| Parallel Advisors, LLC | 30.3K | $5.25M | $1.43M | Added$1.24M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29.9K | $5.18M | $734.6K | Added$3.21M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33.1K | $5.13M | $889.3K | Cut−$1.25M |
| GOLDMAN SACHS GROUP INC | 29.1K | $5.04M | $1.37M | Cut−$31.3K |
| Boxwood Ventures, Inc. | 27.7K | $4.8M | $1.31M | Added$1.31M |
| Tranquilli Financial Advisor LLC | 27.4K | $4.75M | $1.26M | Added$1.38M |
| Ashton Thomas Private Wealth, LLC | 26.5K | $4.58M | $1.22M | Added$1.32M |
| SEAMOUNT FINANCIAL GROUP INC | 26.5K | $4.58M | $1.25M | Added$1.25M |
| MassMutual Private Wealth & Trust, FSB | 26.4K | $4.57M | $1.24M | Added$1.11M |
| Keudell/Morrison Wealth Management | 25.8K | $4.46M | $1.21M | Cut−$18.9K |
| Strategic Investment Solutions, Inc. /IL | 25.7K | $4.45M | $1.05M | Added$1.64M |
| Uptown Financial Advisors LLC | 25.5K | $4.42M | $1.18M | Added$1.28M |
| Valmark Advisers, Inc. | 25.4K | $4.4M | $1.19M | Added$1.21M |
| Arkadios Wealth Advisors | 24.2K | $4.18M | $1.11M | Added$1.21M |
| Kinloch Capital, LLC | 24K | $4.16M | — | New |
| Avos Capital Management, LLC | 24K | $4.15M | $858.4K | Added$1.86M |
| Fidelity | 24K | $4.15M | $912.8K | Added$1.71M |
| Waldron Private Wealth LLC | 23.7K | $4.1M | — | New |
| Sarasin & Partners LLP | 23.4K | $4.05M | — | New |
| ALEXANDER LABRUNERIE & CO., INC. | 23.1K | $4M | $1.09M | Added$1.08M |
| Cherry Creek Investment Advisors, Inc. | 23.1K | $3.99M | $1.07M | Added$1.13M |
| Smallwood Wealth Investment Management, LLC | 22.8K | $3.95M | $1.07M | Added$1.08M |
| BlackRock, Inc. | 22.8K | $3.95M | $850.8K | Added$1.67M |
| ASSETMARK, INC | 22.8K | $3.94M | $1.07M | Added$1.05M |
| AlphaCore Capital LLC | 22.7K | $3.94M | $1.07M | Added$706.8K |
| Silver Coast Investments LLC | 22.5K | $3.9M | $1.06M | Added$528K |
| Stratos Wealth Partners, LTD. | 21.5K | $3.73M | $1.02M | Added$940.4K |
| My Personal CFO, LLC | 21.5K | $3.71M | $1.01M | Added$1.01M |
| Newport Capital Group, LLC | 21.4K | $3.7M | $956.1K | Added$1.14M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 21K | $3.64M | $975.5K | Added$1.03M |
| Orion Porfolio Solutions, LLC | 20.7K | $3.57M | $973K | Cut−$508.1K |
| Private Advisor Group, LLC | 20.5K | $3.55M | $943.9K | Added$1.03M |
| North Forty Two & Co. | 20K | $3.46M | $940.8K | Added$950.4K |
| IEQ CAPITAL, LLC | 19.5K | $3.37M | $907.2K | Added$946.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 19.3K | $3.35M | $762.1K | Added$1.31M |
| PRINCIPAL SECURITIES, INC. | 19.3K | $3.34M | $462.9K | Added$2.11M |
| Pinnacle Financial Partners, Inc. | 19.3K | $3.34M | $836.7K | Added$1.11M |
| ATLAS CAPITAL ADVISORS INC. | 19.1K | $3.31M | $852.5K | Added$1.03M |
| NORTH STAR ASSET MANAGEMENT INC | 18.6K | $3.22M | $875.5K | Added$861.4K |
| AE Wealth Management LLC | 18.2K | $3.15M | $458.8K | Added$1.92M |
| RFG Holdings, Inc. | 18.1K | $3.14M | $854.7K | Added$796.9K |
| JOHNSON INVESTMENT COUNSEL INC | 18.1K | $3.14M | $854.4K | Added$691.2K |
| BOKF, NA | 17.9K | $3.1M | $844.4K | Added$835.7K |
| Financial Freedom, LLC | 17.8K | $3.08M | $837.9K | Added$463.9K |
| Bank of New York Mellon Corp | 17.7K | $3.05M | $831.9K | Cut−$188.5K |
| World Investment Advisors | 17.4K | $3.01M | $816.3K | Added$832.7K |
| Capital Wealth Alliance, LLC | 15.7K | $2.71M | $242.3K | Added$1.03M |
| Retireful, LLC | 15.6K | $2.7M | — | New |
| BANK OF MONTREAL /CAN/ | 15.4K | $2.66M | $583.3K | Added$1.11M |
| Evelyn Partners Investment Management Services Ltd | 15.4K | $2.66M | $725.1K | Added$664.6K |
| WBH ADVISORY INC | 15.9K | $2.66M | $651.1K | Added$549.7K |
| Sigma Planning Corp | 15.3K | $2.65M | $629.5K | Added$983.4K |
| Icahn Capital | 15.1K | $2.61M | $195.9K | Added$2.08M |
| Indie Asset Partners, LLC | 14.8K | $2.57M | $699.6K | Added$643.1K |
| CITIGROUP INC | 14.8K | $2.56M | $373.9K | Added$1.56M |
| FCA CORP /TX | 14.7K | $2.54M | $675.7K | Added$733.3K |
| CIBC WORLD MARKET INC. | 14.5K | $2.51M | — | New |
| Trinity Legacy Partners, LLC | 15.6K | $2.47M | $510.4K | Added$179.1K |
| Private Wealth Advisors, LLC | 14.2K | $2.46M | $670.2K | Added$658.6K |
| EP Wealth Advisors, LLC | 14.1K | $2.43M | $560.7K | Added$934.1K |
| Accel Wealth Management | 14K | $2.43M | $611.5K | Added$793.7K |
| SYON CAPITAL LLC | 13.6K | $2.35M | $639K | Added$286.1K |
| HB Wealth Management, LLC | 13.5K | $2.34M | $578.3K | Added$794.4K |
| Clark Capital Management Group, Inc. | 13.5K | $2.33M | — | New |
| INTEGRITY ALLIANCE, LLC. | 13.3K | $2.3M | $215K | Added$1.72M |
| O'ROURKE & COMPANY, Inc | 13.3K | $2.3M | $625K | Added$567.9K |
| Fifth Third Securities, Inc. | 13.2K | $2.28M | $582.7K | Added$726K |
| BLAIR WILLIAM & CO/IL | 13K | $2.25M | $611.3K | Added$585.5K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 12.9K | $2.24M | $609.6K | Cut−$335.1K |
| TRUST CO OF OKLAHOMA | 12.9K | $2.24M | $609.1K | Added$571.1K |
| SHUTTLEWORTH & Co | 12.8K | $2.22M | $600.8K | Added$614.3K |
| Cresset Asset Management, LLC | 12.8K | $2.21M | $585.5K | Added$649.7K |
| SeaCrest Wealth Management, LLC | 12.7K | $2.2M | — | New |
| Gibraltar Capital Management, Inc. | 12.6K | $2.18M | $573.9K | Added$642.3K |
| Chevy Chase Trust Holdings, LLC | 12.5K | $2.16M | $588.5K | Cut−$804.5K |
| Evolution Wealth Advisors, LLC | 12.5K | $2.16M | $588.3K | Cut−$164.5K |
| Salomon & Ludwin, LLC | 12.7K | $2.14M | $464.8K | Added$380.6K |
| Hershey Financial Advisers, LLC | 12.2K | $2.11M | $574.3K | Added$413.2K |
| PARK NATIONAL CORP /OH/ | 12.1K | $2.09M | $569.6K | Added$89.4K |
| Noble Family Wealth, LLC | 11.7K | $2.03M | $552.8K | Added$486.7K |
| Bonfire Financial | 11.7K | $2.02M | $548.9K | Cut−$423.4K |
| Cornerstone Wealth Management, LLC | 11.6K | $2M | $489.7K | Added$696K |
| STAPP WEALTH MANAGEMENT, PLLC | 11.5K | $1.98M | $480.8K | Added$700K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11.1K | $1.93M | $524.5K | Added$488.3K |
| MISSION WEALTH MANAGEMENT, LP | 11.1K | $1.91M | $520.6K | Added$510.5K |
| SBI Securities Co., Ltd. | 11K | $1.91M | $450.9K | Added$703K |
| PARTNERS WEALTH MANAGEMENT, LLC | 11K | $1.91M | $518.8K | Added$513.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 10.7K | $1.85M | $169K | Added$1.4M |
| Athena Investment Management | 10.6K | $1.84M | $501.5K | Added$493.1K |
| Essex Financial Services, Inc. | 10.2K | $1.77M | $482K | Added$450.6K |
| Meridian Wealth Management, LLC | 10.1K | $1.76M | $477.9K | Added$472.3K |
| Blue Trust, Inc. | 10K | $1.74M | $472.8K | Added$237.8K |
| RFG Advisory, LLC | 9.94K | $1.72M | $244.1K | Added$1.07M |
| Koshinski Asset Management, Inc. | 9.89K | $1.71M | $459.5K | Added$483K |
| LOWE BROCKENBROUGH & CO INC | 9.84K | $1.7M | $463.7K | Added$446.1K |
| Steward Partners Investment Advisory, LLC | 9.77K | $1.69M | $453.9K | Added$477.8K |
| Federation des caisses Desjardins du Quebec | 9.69K | $1.68M | $440.8K | Added$498.1K |
| Waverly Advisors, LLC | 9.55K | $1.65M | $449.8K | Added$409.6K |
| Merit Financial Group, LLC | 9.44K | $1.63M | $392.1K | Added$585.9K |
| OPPENHEIMER & CO INC | 9.43K | $1.63M | $442.2K | Added$450.2K |
| Sharper & Granite LLC | 9.4K | $1.63M | $442.8K | Added$354.5K |
| Asset Management Group, Inc. | 9.36K | $1.62M | $440.9K | Added$381.7K |
| Rather & Kittrell, Inc. | 9.26K | $1.6M | $436.1K | Added$436.1K |
| KINTRA WEALTH, LLC | 9.14K | $1.58M | — | New |
| First Heartland Consultants, Inc. | 9.1K | $1.57M | $428.8K | Added$424.8K |
| Fisher Asset Management, LLC | 9.1K | $1.57M | $428.6K | Added$379.7K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 9.04K | $1.57M | $425.7K | Added$427.8K |
| CITIZENS FINANCIAL GROUP INC/RI | 8.99K | $1.55M | $423.5K | Added$389.6K |
| Valeo Financial Advisors, LLC | 8.87K | $1.53M | $417.7K | Added$331.3K |
| Curran Financial Partners, LLC | 8.77K | $1.52M | $413.1K | Cut−$3.77K |
| NWF Advisory Services Inc. | 8.74K | $1.51M | $411.9K | Added$241K |
| Baker Ellis Asset Management LLC | 8.72K | $1.51M | $382.8K | Added$486.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 8.71K | $1.51M | $365.9K | Added$530.8K |
| J.W. COLE ADVISORS, INC. | 8.7K | $1.51M | $385.1K | Added$566.1K |
| CLUNE & ASSOCIATES, LTD. | 8.68K | $1.5M | $409.2K | Added$112.4K |
| Fiduciary Group, LLC | 8.64K | $1.5M | $407.4K | Added$394.3K |
| CALTON & ASSOCIATES, INC. | 8.54K | $1.48M | $402.5K | Added$394.1K |
| SONATA CAPITAL GROUP INC | 8.42K | $1.46M | $363.8K | Added$484.9K |
| WHITTIER TRUST CO | 8.59K | $1.45M | $349.4K | Added$195.6K |
| CoreCap Advisors, LLC | 8.36K | $1.45M | $388.7K | Added$407.9K |
| Comprehensive Money Management Services LLC | 8.35K | $1.45M | $393.5K | Added$368.5K |
| Institute for Wealth Management, LLC. | 8.26K | $1.43M | $343.2K | Added$511.9K |
| SALEM INVESTMENT COUNSELORS INC | 8.23K | $1.42M | $388K | Added$386.1K |
| NATIONAL BANK OF CANADA /FI/ | 8.17K | $1.41M | $106.7K | Added$1.13M |
| 55 North Private Wealth, LLC | 8K | $1.38M | $377K | Added$377K |
| Farther Finance Advisors, LLC | 8.22K | $1.37M | $336.2K | Cut−$2.45M |
| &PARTNERS | 7.91K | $1.37M | $290.1K | Added$444.7K |
| Simmons Bank | 7.86K | $1.36M | $370.5K | Added$370.5K |
| OneDigital Investment Advisors LLC | 7.75K | $1.34M | $245.9K | Added$683.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7.72K | $1.34M | $359.4K | Added$374.7K |
| Equitable Holdings, Inc. | 9.86K | $1.33M | $52.9K | Added$621.2K |
| CIBC Bancorp USA Inc. | 7.71K | $1.33M | — | Held |
| Quadrature Capital Ltd | 7.66K | $1.33M | — | New |
| McKinley Carter Wealth Services, Inc. | 7.63K | $1.32M | $359.6K | Added$286.9K |
| TCI Wealth Advisors, Inc. | 7.58K | $1.31M | $357.4K | Added$338.6K |
| NORTHERN TRUST CORP | 7.58K | $1.31M | $357.2K | Added$349.5K |
| Mutual Advisors, LLC | 7.52K | $1.3M | $354.5K | Added$47K |
| Goldstone Financial Group, LLC | 7.44K | $1.29M | $350.8K | Cut−$393.2K |
| Savant Capital, LLC | 7.38K | $1.28M | $347.8K | Added$348.5K |
| Cove Private Wealth, LLC | 7.38K | $1.28M | $133.7K | Added$918.8K |
| COMMERCE BANK | 7.3K | $1.26M | $299.9K | Added$462.4K |
| FRG Family Wealth Advisors LLC | 7.25K | $1.25M | $341.4K | Added$341.4K |
| Fee-Only Financial Planning, L.C. | 7K | $1.21M | $329.8K | Added$229.1K |
| Versant Capital Management, Inc | 6.96K | $1.2M | $327.6K | Added$329.3K |
| Enclave Advisors LLC | 6.89K | $1.19M | $324.6K | Added$165K |
| Advisors Capital Management, LLC | 6.86K | $1.19M | $290.5K | Added$409.7K |
| Simplicity Wealth,LLC | 6.84K | $1.18M | $322.1K | Added$228.6K |
| FINANCIAL MANAGEMENT NETWORK INC | 7.17K | $1.17M | $244.4K | Added$239.4K |
| First Bancorp, Inc /ME/ | 6.73K | $1.16M | $316.9K | Added$295.6K |
| Mason Investment Advisory Services, Inc. | 6.67K | $1.15M | $307.5K | Added$331.6K |
| Checchi Capital Advisers, LLC | 6.64K | $1.15M | $313.1K | Added$313.1K |
| Allworth Financial LP | 6.63K | $1.15M | $311K | Added$317.4K |
| Advisory Services Network, LLC | 6.53K | $1.13M | $307.9K | Added$280.6K |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 7.21K | $1.12M | $217.2K | Added$46.9K |
| Modera Wealth Management, LLC | 6.42K | $1.11M | $300.9K | Added$307.6K |
| STEPHENS INC /AR/ | 6.35K | $1.1M | $253.1K | Added$421.8K |
| Madison Wealth Partners, Inc | 6.32K | $1.09M | $295.5K | Added$305K |
| Praetorian Wealth Management, Inc. | 6.63K | $1.09M | $257.7K | Added$206.8K |
Who left
- Empowered Funds, LLC$4.21M
- Tower Research Capital LLC (TRC)$3.21M
- NewEdge Advisors, LLC$2.8M
- Murphy, Middleton, Hinkle & Parker, Inc.$1.85M
- Axiom Financial Strategies, LLC$1.79M
- Citadel$1.78M
- GTS SECURITIES LLC$949.9K
- INSIGNEO ADVISORY SERVICES, LLC$545.2K
- Hilltop Holdings Inc.$447.1K
- Coppell Advisory Solutions LLC$427K
- CAPITAL INSIGHT PARTNERS, LLC$385.1K
- SteelPeak Wealth, LLC$364.7K
- TRITONPOINT WEALTH, LLC$345.6K
- Headlands Technologies LLC$308.4K
- BBR PARTNERS, LLC$270.4K
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.