Stock
Reported value
$2.08B
Holders
461
+28 new · −18 exited
Holders’ est. mark
$34.5M
Price effect on 242 books still in the name
Largest holder
$244.1M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.84M
- Fidelity0.0% · $1.99M
- Icahn Capital0.0% · $564.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4.65M | $244.1M | $4.37M | Added$2.71M |
| MORGAN STANLEY | 2.39M | $125.6M | $2.23M | Added$3.07M |
| UBS Group AG | 1.88M | $98.9M | $1.63M | Added$9.62M |
| LPL Financial LLC | 1.85M | $97.1M | $1.74M | Cut−$3.5M |
| JONES FINANCIAL COMPANIES LLLP | 1.66M | $85.8M | $141.5K | Added$16.3M |
| Linscomb Wealth, Inc. | 1.58M | $83M | $1.48M | Cut−$12.2M |
| Creative Planning | 1.52M | $79.8M | $1.43M | Added$1.41M |
| AMERIPRISE FINANCIAL INC | 1.35M | $71.1M | $1.27M | Cut−$178.7K |
| RAYMOND JAMES FINANCIAL INC | 1M | $52.7M | $943.5K | Cut−$4.8M |
| WELLS FARGO & COMPANY/MN | 1M | $52.6M | $938.5K | Added$1.08M |
| MERCER GLOBAL ADVISORS INC /ADV | 712.9K | $37.5M | $578.7K | Added$5.69M |
| ROYAL BANK OF CANADA | 526.2K | $27.6M | $493.8K | Cut−$1.85M |
| COMMONWEALTH EQUITY SERVICES, LLC | 520.4K | $27.3M | $489.2K | Cut−$2.94M |
| KEYBANK NATIONAL ASSOCIATION/OH | 512.4K | $26.9M | $477.8K | Added$697.1K |
| IAG Wealth Partners, LLC | 500.7K | $26.3M | $463.6K | Added$857.9K |
| Cetera Investment Advisers | 466.9K | $24.5M | $438.9K | Cut−$3.82M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 466K | $24.5M | $438K | Cut−$840.5K |
| OSAIC HOLDINGS, INC. | 405.7K | $21.3M | $352.2K | Added$1.93M |
| Stonebridge Financial Group, LLC | 388.1K | $20.4M | $349.2K | Added$1.22M |
| Trajan Wealth LLC | 365K | $19.2M | $336.4K | Added$710.3K |
| Kestra Advisory Services, LLC | 364.8K | $19.2M | $343K | Cut−$9.23M |
| AE Wealth Management LLC | 358.4K | $18.8M | $315.3K | Added$1.52M |
| HUNTINGTON NATIONAL BANK | 357.6K | $18.8M | $316.6K | Added$1.41M |
| Baird Financial Group, Inc. | 354.4K | $18.6M | $322.2K | Added$933.5K |
| MAI Capital Management | 328.9K | $17.3M | $309.2K | Added$127.7K |
| STIFEL FINANCIAL CORP | 304.4K | $16M | $285.1K | Added$352.1K |
| Marion Wealth Management | 300K | $15.8M | −$375.6K | Added$766K |
| HighTower Advisors, LLC | 295.5K | $15.5M | $277.7K | Cut−$608.1K |
| EASTERN BANK | 275.5K | $14.5M | $208.4K | Added$3.04M |
| Rockefeller Capital Management L.P. | 275K | $14.4M | $258.5K | Added$255.9K |
| Focus Partners Wealth | 263.5K | $13.8M | $245.5K | Added$209.8K |
| JPMORGAN CHASE & CO | 263.2K | $13.6M | $5.27K | Cut−$1.49M |
| Lido Advisors, LLC | 253.8K | $13.3M | $60.9K | Cut−$708.3K |
| Atlantic Union Bankshares Corp | 241.9K | $12.7M | $227.4K | Cut−$2.37M |
| Concord Wealth Partners | 237.2K | $12.5M | $215.3K | Added$644K |
| Destination Wealth Management | 236.4K | $12.4M | $222.2K | Added$188.3K |
| Avantax Planning Partners, Inc. | 233.1K | $12.2M | $213.6K | Added$519.2K |
| Avidian Wealth Enterprises, LLC | 231.2K | $12.1M | — | New |
| PRECEDENT WEALTH PARTNERS, LLC | 231.2K | $12.1M | $217.3K | Cut−$822K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 226.9K | $11.9M | $198.5K | Added$1.03M |
| Curi Capital, LLC | 221.4K | $11.6M | $191.6K | Added$613.7K |
| Lee-Kelleher Wealth Management | 221.3K | $11.6M | $201K | Added$596.6K |
| Mariner, LLC | 183.2K | $9.62M | $172.2K | Cut−$88.6K |
| Concord Asset Management, LLC/VA | 172.9K | $9.09M | $152.7K | Added$703K |
| Farther Finance Advisors, LLC | 167.6K | $8.84M | $36K | Added$7.24M |
| Goldstone Financial Group, LLC | 161.7K | $8.49M | $151.9K | Cut−$2.08M |
| Dynamic Advisor Solutions LLC | 161K | $8.46M | $149.7K | Added$240.8K |
| Bank of New York Mellon Corp | 157K | $8.25M | $147.6K | Cut−$3.57M |
| Melone Private Wealth, LLC | 150.4K | $7.9M | $141.4K | Cut−$165.8K |
| Capital Investment Counsel, LLC | 145.6K | $7.65M | $132.2K | Added$390.4K |
| Cornerstone Wealth Management, LLC | 142.8K | $7.5M | $133.1K | Added$199.9K |
| United Advisor Group, LLC | 141.5K | $7.43M | $132.9K | Added$65.5K |
| Grey Ledge Advisors, LLC | 137.8K | $7.24M | $126.5K | Added$294.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 124.7K | $6.59M | −$31.1K | Cut−$4.76M |
| Dickmeyer Boyce Financial Management, Inc. | 123.7K | $6.5M | — | Held |
| Atria Investments, Inc | 123.5K | $6.49M | $116.1K | Added$51.1K |
| D.A. DAVIDSON & CO. | 118.7K | $6.24M | $110.6K | Added$167.3K |
| MJT & Associates Financial Advisory Group, Inc. | 117.3K | $6.16M | $110.3K | Added$13.6K |
| SEGALL BRYANT & HAMILL, LLC | 116.4K | $6.11M | $109.4K | Added$109.4K |
| Equitable Holdings, Inc. | 117.9K | $6.08M | $1.22K | Cut−$344.1K |
| Modera Wealth Management, LLC | 110.4K | $5.8M | $103.7K | Cut−$235.9K |
| Focus Partners Advisor Solutions, LLC | 101.8K | $5.35M | $95.7K | Added$31.6K |
| ENVESTNET ASSET MANAGEMENT INC | 101.2K | $5.32M | $93.6K | Added$183.2K |
| TD Waterhouse Canada Inc. | 99K | $5.22M | $118.8K | Added$63.8K |
| Roan Capital Partners | 97.8K | $5.14M | — | Held |
| JFS WEALTH ADVISORS, LLC | 94.4K | $4.96M | $88.7K | Cut−$218.6K |
| Private Capital Management, LLC | 92.2K | $4.84M | $81.4K | Added$377.3K |
| Frazier Financial Advisors, LLC | 91.8K | $4.82M | $85.4K | Added$133.6K |
| JPL Wealth Management, LLC | 89.3K | $4.69M | $83.9K | Added$48.7K |
| Apeiron RIA LLC | 88.5K | $4.65M | −$107K | Cut−$394.4K |
| SouthState Bank Corp | 87.4K | $4.59M | $82.1K | Cut−$446.9K |
| CAHILL FINANCIAL ADVISORS INC | 86.9K | $4.57M | $79.7K | Added$141.9K |
| MML INVESTORS SERVICES, LLC | 86.3K | $4.53M | $81.1K | Cut−$2.22M |
| Cascade Financial Partners, LLC | 86K | $4.52M | $80.8K | Added$41.8K |
| INSPIRION WEALTH ADVISORS, LLC | 85.2K | $4.48M | $80.1K | Cut−$38.1K |
| BEACON FINANCIAL GROUP | 85K | $4.47M | $79.9K | Cut−$22.4K |
| Meridian Wealth Management, LLC | 83.2K | $4.37M | $78.2K | Added$19.3K |
| Nikulski Financial, Inc. | 83.2K | $4.37M | $77.8K | Cut−$138.3K |
| Harbour Wealth Management Group, Inc. | 82.9K | $4.36M | $70K | Added$509.6K |
| Sage Capital Management, LLC | 79.6K | $4.18M | $74.9K | Added$53.3K |
| Beacon Pointe Advisors, LLC | 79.4K | $4.17M | $58.3K | Added$973.9K |
| Larson Financial Group LLC | 77.1K | $4.05M | $70K | Added$208.2K |
| CAPTRUST FINANCIAL ADVISORS | 73.2K | $3.84M | $68.7K | Cut−$154.2K |
| Midwest Trust Co | 72.1K | $3.79M | $67.4K | Added$85.7K |
| HANCOCK WHITNEY CORP | 68.1K | $3.78M | $250.6K | Added$433.6K |
| NBT BANK N A /NY | 66.7K | $3.51M | −$984.2K | Added$132.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 65.7K | $3.45M | $63K | Added$46.2K |
| Independence Bank of Kentucky | 65.1K | $3.42M | $61.2K | Added$21.7K |
| Corient Private Wealth LLC | 59.5K | $3.12M | $34.8K | Cut−$6.1M |
| Independent Advisor Alliance | 58.8K | $3.09M | — | New |
| Wealthcare Advisory Partners LLC | 58.4K | $3.07M | $54.9K | Added$27.9K |
| CWM, LLC | 58K | $3.05M | $3.05M | Added$3.05M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 57.7K | $3.03M | $54.3K | Cut−$41.1K |
| Sanctuary Advisors, LLC | 57.5K | $3.02M | $53.9K | Added$59.5K |
| Intrua Financial, LLC | 56.8K | $2.98M | $50.7K | Added$199K |
| FIRST HAWAIIAN BANK | 55.9K | $2.93M | $52.5K | Cut−$310.7K |
| Brady Martz Wealth Solutions, LLC | 55.4K | $2.91M | $52.1K | Added$54K |
| Founders Financial Alliance, LLC | 54.7K | $2.87M | $51K | Added$72.8K |
| FFG RETIREMENT ADVISORS LLC | 54.3K | $2.85M | $32.7K | Added$1.06M |
| Vident Advisory, LLC | 51.4K | $2.7M | $48.3K | Added$48.3K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 50K | $2.62M | $47K | Cut−$71.7K |
| Arkadios Wealth Advisors | 49.7K | $2.61M | $22.7K | Added$1.37M |
| Financial Insights, Inc. | 49.6K | $2.6M | $46.6K | Added$3.86K |
| SUMMIT WEALTH GROUP LLC / CO | 49.3K | $2.59M | $45.7K | Added$78.9K |
| JNBA Financial Advisors | 48.4K | $2.54M | $45.5K | Cut−$257.1K |
| &PARTNERS | 48.3K | $2.54M | $45.4K | Added$34.6K |
| NORTHERN TRUST CORP | 48.3K | $2.54M | $45K | Added$67.5K |
| Oxinas Partners, LLC | 48.1K | $2.53M | $43.9K | Added$120.2K |
| Private Advisor Group, LLC | 47.8K | $2.51M | $44.9K | Cut−$121K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47.5K | $2.5M | $5.29K | Added$2.21M |
| Powers Advisory Group, LLC | 47.4K | $2.49M | $44K | Added$71.1K |
| HF Advisory Group, LLC | 45.8K | $2.41M | $39.8K | Added$223.1K |
| HARBOUR INVESTMENTS, INC. | 44.4K | $2.33M | $32K | Added$573.3K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 43.1K | $2.26M | $40.5K | Added$31K |
| PRINCIPAL SECURITIES, INC. | 43K | $2.26M | $40.4K | Added$38.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 42.5K | $2.23M | $34.7K | Added$324.6K |
| Well Done, LLC | 41.7K | $2.19M | $39.2K | Added$22.6K |
| Wealthspire Advisors, LLC | 41.3K | $2.17M | $38.5K | Added$56K |
| STOCK YARDS BANK & TRUST CO | 39.7K | $2.09M | $37.3K | Cut−$7.34K |
| BIP Wealth, LLC | 39.3K | $2.06M | $36.9K | Cut−$322.5K |
| Salomon & Ludwin, LLC | 38.9K | $2.06M | $8.18K | Cut−$55.1K |
| Apollon Wealth Management, LLC | 38.9K | $2.04M | $36.5K | Cut−$530.3K |
| TopTier Wealth Management, LLC | 38.8K | $2.04M | $36.4K | Added$43.8K |
| KINGSWOOD WEALTH ADVISORS, LLC | 38.8K | $2.04M | $36.4K | Cut−$321.9K |
| Prosperity Consulting Group, LLC | 38.1K | $2M | $35.8K | Added$5.07K |
| Fidelity | 37.9K | $1.99M | $35.6K | Cut−$131.9K |
| YARGER WEALTH STRATEGIES, LLC | 37.2K | $1.96M | $35K | Cut−$31.3K |
| MIDLAND WEALTH ADVISORS, LLC | 37.1K | $1.95M | $34.9K | Cut−$26.1K |
| Citadel | 35.1K | $1.84M | $33K | Cut−$754.3K |
| FINANCIAL ADVISORY PARTNERS, LLC | 35.1K | $1.84M | $30.3K | Added$182.3K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34.5K | $1.81M | $32.4K | Cut−$277.2K |
| Chicago Partners Investment Group LLC | 32.6K | $1.8M | $36.5K | Added$17.6K |
| Wealthcare Capital Partners, LLC | 33.6K | $1.77M | $28.9K | Added$181.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 32.9K | $1.73M | $30.6K | Cut−$1.84K |
| Envision Financial LLC | 32.5K | $1.7M | $30.5K | Cut−$2.24K |
| WESBANCO BANK INC | 31.8K | $1.67M | $29.9K | Added$29.4K |
| Opes Wealth Management LLC | 31.7K | $1.66M | $28.4K | Added$107.9K |
| Argent Trust Co | 31.6K | $1.66M | $29.7K | Cut−$32.2K |
| HARBOR INVESTMENT ADVISORY, LLC | 31.6K | $1.66M | $29.1K | Added$60.5K |
| TRUIST FINANCIAL CORP | 31.2K | $1.64M | $29.3K | Cut−$60.5K |
| BENJAMIN EDWARDS INC | 31.2K | $1.64M | $29.3K | Added$19.9K |
| Integrated Wealth Concepts LLC | 31.1K | $1.63M | — | New |
| Wealth Enhancement Trust Services, Inc. | 30.9K | $1.63M | $29.1K | Added$29.1K |
| Biondo Investment Advisors, LLC | 30.8K | $1.62M | $28.8K | Added$41.9K |
| NewSquare Capital LLC | 29.3K | $1.54M | $26.2K | Added$96.5K |
| FIFTH THIRD BANCORP | 29K | $1.52M | $1.71K | Added$1.43M |
| Composition Wealth, LLC | 28.6K | $1.5M | $24.9K | Added$133.4K |
| EP Wealth Advisors, LLC | 28.4K | $1.49M | $25K | Added$118.6K |
| CULBERTSON A N & CO INC | 28.3K | $1.48M | $26.6K | Added$26.6K |
| Soltis Investment Advisors LLC | 28.2K | $1.48M | $26.5K | Cut−$54.5K |
| Southland Equity Partners LLC | 27.8K | $1.46M | $26.1K | Cut−$2.01K |
| Resurgent Financial Advisors LLC | 27.5K | $1.44M | $25.8K | Cut−$11.2K |
| Aptus Capital Advisors, LLC | 26.8K | $1.41M | $25.2K | Added$25.2K |
| Snowden Capital Advisors LLC | 26.3K | $1.38M | $24.7K | Added$20.6K |
| Financial Engines Advisors L.L.C. | 25.6K | $1.35M | $23.8K | Added$39.2K |
| OMNI 360 Wealth, Inc. | 25.5K | $1.34M | −$31.7K | Cut−$17.1K |
| FINANCIAL MANAGEMENT NETWORK INC | 24.4K | $1.33M | $57.6K | Cut−$310.1K |
| MATHER GROUP, LLC. | 25.2K | $1.32M | $23.6K | Added$20K |
| Gladstone Institutional Advisory LLC | 24.9K | $1.31M | $23.4K | Added$20.9K |
| Strategic Family Wealth Counselors, L.L.C. | 24.8K | $1.3M | −$19.5K | Added$61.6K |
| WealthShield Partners, LLC | 24.7K | $1.3M | $23.2K | Added$19.6K |
| Steward Partners Investment Advisory, LLC | 23.1K | $1.21M | $21.3K | Added$43.5K |
| IHT Wealth Management, LLC | 23K | $1.21M | $19.6K | Added$130.1K |
| Quantinno Capital Management LP | 22.8K | $1.2M | $5.98K | Added$868.2K |
| PACIFIC SUN FINANCIAL CORP | 21.8K | $1.14M | $19.6K | Added$12.9K |
| OPPENHEIMER & CO INC | 21.7K | $1.14M | $20.4K | Cut−$248.3K |
| Merit Financial Group, LLC | 21.7K | $1.14M | $20.4K | Cut−$165.4K |
| Principle Wealth Partners LLC | 21K | $1.11M | $19.8K | Added$19.8K |
| Kaydan Wealth Management, Inc. | 19.6K | $1.03M | $18.1K | Added$37.8K |
| True Link Financial Advisors, LLC | 19.3K | $1.01M | $18.1K | Cut−$33.5K |
| Holos Integrated Wealth LLC | 18.7K | $993.2K | $18.7K | Cut−$79K |
| Connecticut Wealth Management, LLC | 18.7K | $982.8K | $17.6K | Cut−$168K |
| Prairie Wealth Advisors, Inc. | 0 | $980.9K | — | Cut−$7.69K |
| Meridian Financial Advisors, LLC | 18.5K | $972.2K | $17.4K | Cut−$65.6K |
| VICUS CAPITAL | 18.2K | $958K | $17.1K | Cut−$2.27K |
| GLOBALT Investments LLC / GA | 18.1K | $949.1K | $17K | Added$10.8K |
| Pasadena Private Wealth, LLC | 18.1K | $948.7K | — | New |
| Causey Wealth LLC | 18K | $943.5K | $16.9K | Cut−$273.1K |
| Anson Capital, Inc. | 17.9K | $940.1K | $16.1K | Added$59.1K |
| Gryphon Financial Partners LLC | 17.8K | $937.7K | $16.8K | Cut−$13.6K |
| DENVER WEALTH MANAGEMENT, INC. | 17.8K | $935.4K | $16.7K | Added$14.5K |
| Rossby Financial, LCC | 17.6K | $927.8K | $20.4K | Cut−$120.6K |
| Selby Wealth Management, LLC | 17.5K | $917.4K | $16.4K | Cut−$8.36K |
| Collaborative Wealth Managment Inc. | 17.3K | $910.6K | $16.3K | Cut−$76.5K |
| Platform Technology Partners | 17.3K | $906.4K | $16.2K | Added$16.2K |
| Focus Financial Network, Inc. | 17.2K | $902.5K | $15.4K | Added$7.22K |
| Navis Wealth Advisors, LLC | 17K | $893.9K | $15.8K | Added$29.6K |
| BlackRock, Inc. | 16.9K | $889.7K | $315 | Added$872.4K |
| Waverly Advisors, LLC | 16.6K | $871.4K | $15.6K | Cut−$195.4K |
| NBC SECURITIES, INC. | 16.5K | $868.6K | $10.1K | Added$312.5K |
| Savant Capital, LLC | 16.5K | $865.9K | $15.5K | Added$15.5K |
| PINNACLE ASSOCIATES LTD | 16.3K | $859K | $15.3K | Cut−$39.4K |
| CPC Advisors, LLC | 16.1K | $843.3K | $15.1K | Cut−$14.7K |
| BRADY FAMILY WEALTH, LLC | 16K | $842.4K | $15.1K | Added$15.1K |
| MARINO, STRAM & ASSOCIATES LLC | 16K | $842K | $15.1K | Cut−$44.6K |
| Marathon Strategic Advisors, LLC | 15.6K | $819.1K | $14.7K | Added$14.7K |
| GOLDMAN SACHS GROUP INC | 15.5K | $816.2K | $14.6K | Cut−$136.7K |
| Summit Financial, LLC | 15.3K | $806.4K | $13.6K | Added$25.1K |
| AssuredPartners Investment Advisors, LLC | 15K | $796.6K | $21.6K | Added$13.9K |
| Milestone Asset Management Group, LLC | 15K | $789.2K | $11.8K | Added$140K |
| J.W. COLE ADVISORS, INC. | 14.4K | $756.2K | $227.2K | Added$177.1K |
| Friday Financial | 14.3K | $753.9K | $13.5K | Added$13.5K |
| SHP Wealth Management | 14.3K | $753.7K | $13.4K | Cut−$104.9K |
| Team Financial Group, LLC | 14.3K | $753.7K | $13.5K | Cut−$1.91K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 14.3K | $751.6K | $1.18K | Added$686.7K |
| Octavia Wealth Advisors, LLC | 14.2K | $746.5K | $12.7K | Added$396 |
| HighPoint Advisor Group LLC | 13.8K | $726.3K | $13K | Added$6.99K |
| Cerity Partners LLC | 13.6K | $715.9K | $9.72K | Added$179K |
| Simmons Bank | 13.6K | $712.1K | $12.7K | Cut−$136.9K |
| Western Wealth Management, LLC | 13.5K | $711.8K | $8.86K | Added$225K |
| EXENCIAL WEALTH ADVISORS, LLC | 13.3K | $699.9K | $12.5K | Added$7.95K |
| JOHNSON INVESTMENT COUNSEL INC | 13.1K | $687.5K | $12.3K | Cut−$116.1K |
| Pinnacle Wealth Management Advisory Group, LLC | 13K | $681.7K | $12.2K | Cut−$33.8K |
| TRUSTMARK BANK TRUST DEPARTMENT | 12.9K | $675.5K | $12.1K | Cut−$54.7K |
| HB Wealth Management, LLC | 12.8K | $675K | $11.7K | Added$31.4K |
| Allworth Financial LP | 12.7K | $666.4K | $11.9K | Added$13.9K |
| UHLMANN PRICE SECURITIES, LLC | 12.4K | $650.2K | $11.6K | Added$14.4K |
| WealthPlan Investment Management, LLC | 12.3K | $648.5K | $4.54K | Added$399.9K |
| Ironwood Investment Counsel, LLC | 12.3K | $648K | $11.6K | Cut−$3.13K |
| Asset Dedication, LLC | 12.3K | $646.4K | $11.6K | Added$11.6K |
| CITIGROUP INC | 12.1K | $634.5K | $10.7K | Added$45.3K |
| New Insight Wealth Advisors | 11.9K | $625.4K | $10.8K | Added$32.6K |
| HANOVER ADVISORS INC | 11.9K | $623.7K | $11.2K | Added$11.2K |
| New Hampshire Trust | 11.8K | $620.2K | $11.1K | Added$11.1K |
| Centennial Wealth Advisory LLC | 11.7K | $616.9K | $11.1K | Added$6.99K |
| Redmond Asset Management, LLC | 11.6K | $611.6K | $10.9K | Added$13.4K |
| Vines Capital Management, LLC | 11.6K | $608K | $10.9K | Added$7.52K |
| WCG Wealth Advisors LLC | 11.3K | $594.5K | $10.5K | Added$19K |
| CAPE ANN SAVINGS BANK | 11.3K | $593.6K | $9.96K | Added$47K |
| Icahn Capital | 10.7K | $564.4K | — | New |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10.7K | $561.3K | $10K | Cut−$324.3K |
| FRANKLIN RESOURCES INC | 10.6K | $558.2K | $9.52K | Added$35.8K |
| Sunbelt Securities, Inc. | 10.5K | $551K | $9.03K | Added$55.5K |
| Geneos Wealth Management Inc. | 10.4K | $546K | $8.21K | Added$95.9K |
| Concurrent Investment Advisors, LLC | 10.3K | $543.7K | $9.74K | Cut−$1.39M |
| Ancora Advisors LLC | 10.3K | $538.6K | $9.64K | Added$9.64K |
| SAXON INTERESTS, INC. | 10.2K | $535K | $9.57K | Cut−$95.8K |
| Integrated Advisors Network LLC | 10.1K | $528K | $9.45K | Added$9.45K |
| HOWARD BAILEY SECURITIES, LLC | 9.48K | $498.2K | $8.89K | Added$5.85K |
| Evanson Asset Management, LLC | 9.43K | $495.6K | $8.83K | Added$11.3K |
| PFG Investments, LLC | 9.32K | $489.9K | $8.75K | Cut−$4.51K |
| Vertex Planning Partners, LLC | 9.08K | $477.2K | $8.54K | Cut−$3.79K |
| Heritage Trust Co | 8.86K | $465.7K | $8.33K | Added$8.33K |
| PLIMOTH TRUST CO LLC | 8.65K | $454.6K | $8.13K | Cut−$30.6K |
| WealthPoint Financial, LLC | 8.77K | $452.7K | $0 | Held |
| MCF Advisors LLC | 8.52K | $447.4K | $7.55K | Added$14K |
| Boston Common Asset Management, LLC | 8.5K | $446.6K | $7.99K | Added$7.99K |
| Institute for Wealth Management, LLC. | 8.46K | $444.7K | $7.96K | Added$7.23K |
| Golden State Wealth Management, LLC | 8.42K | $442.2K | $7.9K | Added$7.95K |
| CITIZENS FINANCIAL GROUP INC/RI | 8.22K | $431.9K | $7.73K | Added$7.73K |
Who left
- IFG Advisory, LLC$4.93M
- Worth Financial Advisory Group, LLC$327.7K
- Capital Advisory Group Advisory Services, LLC$313.6K
- NewEdge Wealth, LLC$221K
- Daviman Financial, LLC$201.7K
- FOUNDERS FINANCIAL SECURITIES LLC$200.3K
- LRI Investments, LLC$31K
- BARTLETT & CO. WEALTH MANAGEMENT LLC$20.3K
- CENTRAL TRUST Co$9.08K
- Inlight Wealth Management, LLC$6.97K
- Kohmann Bosshard Financial Services, LLC$4.49K
- Private Wealth Management Group, LLC$3.87K
- Key Capital Management, INC$1.86K
- FLOW TRADERS U.S. LLC$1.36K
- BNP PARIBAS FINANCIAL MARKETS$155
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.