Stock
Reported value
$989.9M
Holders
350
+28 new · −14 exited
Holders’ est. mark
$63.8M
Price effect on 235 books still in the name
Largest holder
$99.3M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.19M
- Fidelity0.0% · $693.5K
- Icahn Capital0.0% · $738.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 2.76M | $99.3M | $6.73M | Added$8.97M |
| BANK OF AMERICA CORP /DE/ | 2.46M | $88.3M | $6.08M | Added$6.7M |
| LPL Financial LLC | 1.43M | $51.2M | $3.55M | Added$851.5K |
| UBS Group AG | 1.39M | $49.9M | $3.45M | Added$69.3K |
| Creative Planning | 1.35M | $48.4M | $3.35M | Added$2.84M |
| M&T Bank Corp | 1.03M | $37.1M | $2.57M | Added$1.72M |
| MERCER GLOBAL ADVISORS INC /ADV | 850.3K | $30.6M | $2.12M | Cut−$63.5K |
| WELLS FARGO & COMPANY/MN | 811.5K | $29.2M | $1.82M | Added$4.77M |
| JONES FINANCIAL COMPANIES LLLP | 762.1K | $27M | $1.35M | Added$4.21M |
| RAYMOND JAMES FINANCIAL INC | 747.7K | $26.9M | $1.86M | Added$924K |
| KEYBANK NATIONAL ASSOCIATION/OH | 717.7K | $25.8M | $1.77M | Added$2M |
| HUNTINGTON NATIONAL BANK | 699.3K | $25.1M | $1.73M | Added$1.96M |
| ROYAL BANK OF CANADA | 681.6K | $24.5M | $1.7M | Cut−$1.06M |
| AMERIPRISE FINANCIAL INC | 417.6K | $15M | $1.02M | Added$1.35M |
| Valmark Advisers, Inc. | 348.8K | $12.5M | $829.5K | Added$1.39M |
| Destination Wealth Management | 329.2K | $11.8M | $819.8K | Added$734K |
| Cetera Investment Advisers | 320.5K | $11.5M | $794.9K | Added$841.3K |
| Allen Investment Management, LLC | 293.5K | $10.5M | $727.8K | Added$727.8K |
| Kestra Advisory Services, LLC | 274K | $9.85M | $585.3K | Added$1.98M |
| Bank of New York Mellon Corp | 251.3K | $9.03M | $523.2K | Added$2.01M |
| COMMONWEALTH EQUITY SERVICES, LLC | 240.3K | $8.64M | $598.3K | Added$437.5K |
| ENVESTNET ASSET MANAGEMENT INC | 239.2K | $8.6M | $582.9K | Added$766.4K |
| Curi Capital, LLC | 222.2K | $7.98M | $535.2K | Added$795.4K |
| ASSETMARK, INC | 217.8K | $7.83M | $542.2K | Added$379.7K |
| BIP Wealth, LLC | 213.8K | $7.68M | $532.3K | Added$80.3K |
| Del-Sette Capital Management, LLC | 212.2K | $7.63M | $471.4K | Added$1.3M |
| HC Advisors, LLC | 206.5K | $7.42M | $510.3K | Added$567.6K |
| One Wealth Map LLC | 183.6K | $7.09M | $438.8K | Added$277.9K |
| OSAIC HOLDINGS, INC. | 176.9K | $6.36M | $431.4K | Added$564.1K |
| JPMORGAN CHASE & CO | 175.7K | $6.22M | $342.7K | Cut−$276.1K |
| Melone Private Wealth, LLC | 172.2K | $6.19M | $397.7K | Added$845.4K |
| Lee-Kelleher Wealth Management | 162.7K | $5.85M | $383K | Added$703.4K |
| Cascade Financial Partners, LLC | 159.8K | $5.74M | $398K | Added$340.7K |
| Key Financial Inc | 158.7K | $5.7M | $395.2K | Added$291.7K |
| Prosperity Consulting Group, LLC | 152.8K | $5.49M | $380.5K | Cut−$16.4K |
| Baird Financial Group, Inc. | 149.3K | $5.36M | $371.4K | Added$375.5K |
| STIFEL FINANCIAL CORP | 146.7K | $5.27M | $340.4K | Added$701.9K |
| Rockefeller Capital Management L.P. | 145.3K | $5.22M | $360.1K | Added$385.9K |
| Stonebridge Wealth Management, LLC | 140.6K | $5.05M | $350.1K | Added$149K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 132.1K | $4.75M | $320.4K | Added$444.2K |
| TWO SIGMA INVESTMENTS, LP | 130.3K | $4.68M | — | New |
| Parcion Private Wealth LLC | 128.5K | $4.62M | $320K | Added$320K |
| CROBAN | 127K | $4.56M | $302.5K | Added$482.5K |
| Frazier Financial Advisors, LLC | 118.7K | $4.27M | $295K | Added$303.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 114.5K | $4.15M | $202.8K | Cut−$767.8K |
| Wealthcare Advisory Partners LLC | 100.2K | $3.6M | $249.4K | Added$156.1K |
| AdvisorNet Financial, Inc | 95.6K | $3.44M | $204.7K | Added$687.7K |
| Steward Partners Investment Advisory, LLC | 92.4K | $3.32M | $187.5K | Added$800.1K |
| Evanson Asset Management, LLC | 90.6K | $3.25M | $225.5K | Cut−$25.2K |
| Waverly Advisors, LLC | 89.3K | $3.21M | $221.8K | Added$229.5K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 80.8K | $2.9M | $201.2K | Cut−$192.5K |
| Focus Partners Wealth | 80.5K | $2.89M | $200.3K | Added$181.7K |
| VAUGHAN & Co SECURITIES, INC. | 78.5K | $2.82M | $195.4K | Added$195.4K |
| HighTower Advisors, LLC | 78.1K | $2.81M | $194.4K | Cut−$336.8K |
| Merit Financial Group, LLC | 77.6K | $2.79M | $149.7K | Added$778.6K |
| TRUIST FINANCIAL CORP | 75.6K | $2.72M | $188.4K | Cut−$14.9K |
| Dickmeyer Boyce Financial Management, Inc. | 74K | $2.66M | — | Held |
| Total Clarity Wealth Management, Inc. | 71.2K | $2.56M | $86.8K | Added$1.39M |
| Cerity Partners LLC | 70.6K | $2.54M | $175.8K | Cut−$593.2K |
| Corient Private Wealth LLC | 70.1K | $2.49M | $141.2K | Added$130.2K |
| STOCK YARDS BANK & TRUST CO | 69.2K | $2.49M | $169.3K | Added$213.3K |
| Marathon Strategic Advisors, LLC | 68.3K | $2.45M | $165.8K | Added$226.5K |
| BEACON FINANCIAL GROUP | 64.2K | $2.31M | $160K | Added$81.3K |
| &PARTNERS | 63.6K | $2.28M | $158.2K | Added$140.7K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 60K | $2.16M | $149.5K | Added$58.5K |
| TopTier Wealth Management, LLC | 59.1K | $2.12M | $147.1K | Added$70.8K |
| GOLDMAN SACHS GROUP INC | 59K | $2.12M | $110.6K | Added$636.4K |
| CAHILL FINANCIAL ADVISORS INC | 58.1K | $2.09M | $144.1K | Added$146.7K |
| 180 WEALTH ADVISORS, LLC | 57.1K | $2.05M | $142.2K | Added$108.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 56.7K | $2.04M | $141.2K | Added$107.1K |
| Glen Eagle Advisors, LLC | 56.5K | $2.03M | $140.8K | Added$72K |
| Midwest Trust Co | 56.3K | $2.02M | $140.1K | Added$98K |
| Modera Wealth Management, LLC | 55.9K | $2.01M | $136.3K | Added$178.1K |
| FINANCIAL ADVISORY PARTNERS, LLC | 53.2K | $1.91M | $123.5K | Added$252.5K |
| Salomon & Ludwin, LLC | 52.4K | $1.9M | $114.2K | Added$74.1K |
| FFG RETIREMENT ADVISORS LLC | 52.2K | $1.87M | $123.8K | Added$211.4K |
| Investment Research Partners LLC | 50.9K | $1.83M | $126K | Added$137.3K |
| JNBA Financial Advisors | 50.7K | $1.82M | $126.2K | Added$56.8K |
| NBT BANK N A /NY | 50.1K | $1.8M | −$800.2K | Added$167.8K |
| Ascent Group, LLC | 49.9K | $1.79M | $124.2K | Added$28K |
| Powers Advisory Group, LLC | 48.9K | $1.76M | $121.7K | Added$115.2K |
| MML INVESTORS SERVICES, LLC | 47K | $1.69M | $117K | Cut−$203.5K |
| Arkadios Wealth Advisors | 43.2K | $1.55M | $16.5K | Added$1.33M |
| Old North State Wealth Management, LLC | 41.3K | $1.49M | $102.6K | Added$106.7K |
| INVESTED ADVISORS | 41.3K | $1.48M | $102.1K | Added$112.6K |
| WESBANCO BANK INC | 40.8K | $1.47M | $101.6K | Added$98.5K |
| World Investment Advisors | 40K | $1.44M | $76.4K | Added$410.3K |
| Platform Technology Partners | 39.8K | $1.43M | $99.1K | Added$99.1K |
| INSPIRION WEALTH ADVISORS, LLC | 38.4K | $1.38M | $95.6K | Added$82K |
| Arax Advisory Partners | 36.6K | $1.32M | $32.5K | Added$879.8K |
| Wealthcare Capital Partners, LLC | 36.6K | $1.32M | $80.6K | Added$232.8K |
| IAG Wealth Partners, LLC | 36.1K | $1.3M | $89.9K | Cut−$33.5K |
| Mariner, LLC | 35.8K | $1.29M | $76.3K | Added$262.8K |
| Independence Bank of Kentucky | 35.7K | $1.28M | $88.8K | Added$84.6K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 35.1K | $1.26M | $87.4K | Added$49.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 35.1K | $1.26M | $87.4K | Added$63.3K |
| Paragon Private Wealth Management, LLC | 34.8K | $1.25M | $70.5K | Added$304.3K |
| SC&H Financial Advisors, Inc. | 34.2K | $1.23M | $85.1K | Added$69.2K |
| OPPENHEIMER & CO INC | 34K | $1.22M | $84.6K | Added$58.4K |
| Waterfront Wealth Inc. | 33.8K | $1.21M | $11.5K | Cut−$2.35K |
| Apollon Wealth Management, LLC | 33.2K | $1.19M | $82.6K | Cut−$256.5K |
| Citadel | 33.1K | $1.19M | $82.3K | Added$72.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 32.4K | $1.16M | $79.2K | Added$99.2K |
| PRINCIPAL SECURITIES, INC. | 31.3K | $1.13M | $78.1K | Added$68.2K |
| Advisory Services Network, LLC | 31.1K | $1.12M | $66.4K | Added$226.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.2K | $1.05M | $72.7K | Cut−$451.3K |
| Apella Capital, LLC | 26.5K | $1.01M | $126.4K | Added$153.8K |
| WealthShield Partners, LLC | 28.1K | $1.01M | $70K | Added$60.8K |
| Connecticut Wealth Management, LLC | 27.5K | $990K | $68.6K | Added$68.6K |
| COWA, LLC | 27.2K | $978.3K | $67.8K | Added$38.4K |
| HBK Sorce Advisory LLC | 25.3K | $976.7K | $25.5K | Cut−$38.5K |
| Pasadena Private Wealth, LLC | 26.9K | $967.7K | $57.6K | Added$194.1K |
| HARBOR INVESTMENT ADVISORY, LLC | 26.8K | $964K | $66.8K | Cut−$176.3K |
| SPINNAKER TRUST | 26.4K | $949.2K | $65.8K | Added$65.8K |
| Private Advisor Group, LLC | 26.4K | $947.5K | $65.6K | Added$17.8K |
| PETRA FINANCIAL ADVISORS INC | 26.3K | $945.9K | $65.4K | Added$67K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 25.7K | $924.4K | $59.3K | Added$127.8K |
| BOKF, NA | 25.5K | $915K | $63.4K | Added$60.5K |
| Farther Finance Advisors, LLC | 24.6K | $888.7K | $58.1K | Added$149.1K |
| BOK Financial Private Wealth, Inc. | 23.7K | $850.3K | $58.9K | Added$58.9K |
| Integrated Wealth Concepts LLC | 23.4K | $841.4K | — | New |
| Clearwater Capital Advisors, LLC | 23K | $825.1K | $57.2K | Added$55.7K |
| SMITH, MOORE & CO. | 22.9K | $821.9K | $57K | Cut−$34.8K |
| Kondo Wealth Advisors, Inc. | 22.7K | $814.9K | $56.4K | Added$15.6K |
| FIFTH THIRD BANCORP | 22.1K | $794.8K | — | New |
| NewSquare Capital LLC | 21.6K | $777.3K | $51.6K | Added$84.3K |
| IFP Advisors, Inc | 21.3K | $765.6K | $52.3K | Added$63.5K |
| Composition Wealth, LLC | 21.3K | $765.5K | $48.9K | Added$108.7K |
| Orion Porfolio Solutions, LLC | 20.7K | $745.3K | $51.6K | Added$51.6K |
| Icahn Capital | 20.5K | $738.2K | $38.1K | Added$227K |
| MATHER GROUP, LLC. | 20.5K | $737.5K | $51.1K | Cut−$8.62K |
| BROWN ADVISORY INC | 20.3K | $728.6K | $50.5K | Added$50.9K |
| Aptus Capital Advisors, LLC | 20.2K | $725.4K | $50.2K | Added$50.8K |
| IHT Wealth Management, LLC | 19.8K | $713.1K | $49.4K | Cut−$5.92K |
| Focus Partners Advisor Solutions, LLC | 19.8K | $711.2K | $46K | Added$93.5K |
| Investment Partners Asset Management, Inc. | 19.6K | $703.4K | $48.2K | Added$56K |
| Clearstead Advisors, LLC | 19.4K | $695.9K | $48.2K | Cut−$14.7K |
| Fidelity | 19.3K | $693.5K | $44.6K | Added$93.9K |
| INTEGRITY ALLIANCE, LLC. | 17.8K | $638.4K | $44.2K | Added$40.7K |
| Beacon Pointe Advisors, LLC | 17.6K | $634.3K | $43.9K | Added$3.97K |
| Rehmann Capital Advisory Group | 17.4K | $624.6K | $43.3K | Added$43.3K |
| Seek First Inc. | 17.2K | $618K | $42.7K | Added$44.4K |
| Gladstone Institutional Advisory LLC | 17.1K | $616.3K | $42.7K | Added$6.61K |
| Insight Advisors, LLC/ PA | 17.1K | $615.6K | $42.7K | Added$37.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.6K | $597.1K | $41.4K | Added$32.3K |
| Csenge Advisory Group | 16.6K | $596.1K | $41.3K | Added$41.3K |
| Empirical Asset Management, LLC | 16.2K | $582.8K | $40.1K | Added$43.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 15.9K | $571.3K | $39.4K | Cut−$76.6K |
| Sunbelt Securities, Inc. | 15.8K | $567K | $36.4K | Added$77.6K |
| NBC SECURITIES, INC. | 15.7K | $564.8K | $19.8K | Added$298.3K |
| TRUSTMARK BANK TRUST DEPARTMENT | 15.6K | $562.4K | $21.8K | Added$269K |
| AssuredPartners Investment Advisors, LLC | 15.1K | $550.3K | $45.2K | Added$40.8K |
| Sumitomo Mitsui Trust Group, Inc. | 15.3K | $549.7K | — | New |
| UHLMANN PRICE SECURITIES, LLC | 15.2K | $544.9K | $37.7K | Added$38.9K |
| CAPTRUST FINANCIAL ADVISORS | 15K | $538.1K | $37.3K | Added$29K |
| MARINO, STRAM & ASSOCIATES LLC | 15K | $537.6K | $37.2K | Added$37.5K |
| United Advisor Group, LLC | 14.7K | $527.2K | $36.5K | Added$30.2K |
| Savant Capital, LLC | 14.6K | $524.9K | $36.4K | Added$36.6K |
| Abundance Wealth Counselors | 14.5K | $520.5K | $36.1K | Added$33.8K |
| Infinity Wealth Counsel, LLC | 14.4K | $517.2K | $33.1K | Added$72.6K |
| Equitable Holdings, Inc. | 15.2K | $515.1K | $5.71K | Added$50.5K |
| Sigma Planning Corp | 14.1K | $508.2K | $35K | Added$37.4K |
| Round Rock Advisors LLC | 13.9K | $501.3K | $34.7K | Added$20.5K |
| Integrated Advisors Network LLC | 13.4K | $483.4K | $33.5K | Added$33.5K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 13.2K | $476.2K | — | New |
| Focus Financial Network, Inc. | 13.1K | $472.3K | $32.6K | Added$34.4K |
| McNamara Financial Services, Inc. | 13.1K | $471.4K | $32.7K | Added$30.6K |
| Sanctuary Advisors, LLC | 13.1K | $471.3K | $30.9K | Added$56.4K |
| New Hampshire Trust | 12.9K | $462.7K | $32.1K | Added$32.1K |
| Sharper & Granite LLC | 12.9K | $462.2K | $32K | Cut−$255.6K |
| Montecito Bank & Trust | 12.8K | $459.5K | $31.8K | Cut−$411.9K |
| EP Wealth Advisors, LLC | 12.7K | $457.1K | $31.7K | Cut−$23.6K |
| Chicago Partners Investment Group LLC | 12K | $456.6K | $31.5K | Cut−$40.1K |
| HANCOCK WHITNEY CORP | 11.6K | $448.2K | $59.9K | Added$62.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | 11.8K | $444K | $49.5K | Cut−$52.8K |
| BlueStem Wealth Partners, LLC | 12.3K | $443.4K | $26.7K | Added$84.7K |
| Diversified Enterprises, LLC | 12.1K | $433.5K | $30K | Added$29.6K |
| CWM, LLC | 12.1K | $433.4K | $433K | Added$432.9K |
| BlackRock, Inc. | 12K | $432.2K | $3.91K | Added$379.8K |
| Navis Wealth Advisors, LLC | 11.9K | $428.3K | $26.4K | Added$73.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.9K | $426K | $4.24K | Added$369K |
| JT Stratford LLC | 11.7K | $419.4K | $29.1K | Added$17.4K |
| INTEGRAL INVESTMENT ADVISORS, INC. | 11.6K | $416.2K | $28.8K | Added$28.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11.6K | $416.2K | $27.4K | Added$45.4K |
| Anson Capital, Inc. | 11.3K | $406.8K | $27.4K | Added$38.9K |
| Atria Investments, Inc | 11.3K | $406.4K | $28.2K | Cut−$96K |
| Collar Capital Management, LLC | 11.2K | $402.3K | $27.9K | Cut−$124.2K |
| Founders Financial Alliance, LLC | 11.1K | $400.6K | $27.8K | Added$27.8K |
| LOM Asset Management Ltd | 11K | $395.3K | $27.4K | Added$27.4K |
| Prepared Retirement Institute LLC | 10.9K | $392.2K | $27.2K | Cut−$4.96K |
| Triton Financial Group Inc | 11.1K | $384K | — | New |
| First National Trust Co | 10.5K | $378.1K | $26.2K | Added$26.2K |
| PINNACLE ASSOCIATES LTD | 10.2K | $365.9K | $25.4K | Cut−$46.7K |
| BRADY FAMILY WEALTH, LLC | 10.2K | $365.7K | $25.3K | Added$25.3K |
| Ameritas Advisory Services, LLC | 10.2K | $365.1K | $25.3K | Added$22.6K |
| Phillip James Consulting Co. | 10.1K | $361K | — | New |
| Gallagher Fiduciary Advisors, LLC | 9.98K | $358.8K | $24.8K | Added$25.8K |
| Collaborative Wealth Managment Inc. | 9.89K | $355.3K | $24.6K | Added$17.4K |
| Cherry Tree Wealth Management, LLC | 9.83K | $353.3K | $24.5K | Added$24.5K |
| Ally Invest Advisors Inc. | 9.76K | $350.8K | $23.4K | Added$37.1K |
| BANK OF MONTREAL /CAN/ | 9.72K | $349.3K | $24.2K | Cut−$4.73K |
| VestGen Advisors, LLC | 9.1K | $347.4K | $42.4K | Added$47.6K |
| HARBOUR INVESTMENTS, INC. | 9.6K | $344.9K | $19.9K | Added$78.3K |
| Three Magnolias Financial Advisors, LLC | 8.96K | $321.9K | $22.3K | Cut−$80.8K |
| EXENCIAL WEALTH ADVISORS, LLC | 8.94K | $321.2K | $22.3K | Cut−$2.86K |
| PACIFIC SUN FINANCIAL CORP | 8.92K | $320.6K | $22.2K | Added$17.2K |
| ROBINSON SMITH WEALTH ADVISORS LLC | 8.86K | $318.2K | $22.1K | Cut−$19.9K |
| Dynamic Advisor Solutions LLC | 8.78K | $315.5K | $21.9K | Added$7.29K |
| New Insight Wealth Advisors | 8.76K | $314.8K | $21.8K | Added$17.1K |
| Dakota Wealth Management | 8.65K | $311K | $21.5K | Cut−$9.83K |
| J.W. COLE ADVISORS, INC. | 8.62K | $309.8K | $67.6K | Added$84.1K |
| Verdence Capital Advisors LLC | 8.62K | $309.7K | $21.5K | Cut−$43.4K |
| MAI Capital Management | 8.49K | $305.1K | $21.1K | Added$21.1K |
| Sterling Investment Counsel, LLC | 8.43K | $303.1K | $13.4K | Cut−$54.1K |
| VICUS CAPITAL | 8.4K | $301.9K | $20.9K | Cut−$38K |
| PFG Investments, LLC | 8.37K | $300.9K | $20.9K | Cut−$32.4K |
| Pinnacle Financial Group, LLC / IL | 8.26K | $297K | $18.3K | Added$51.7K |
| TigerOak Management, L.L.C. | 8.22K | $295.6K | $18.2K | Added$50.6K |
| MOLLER WEALTH PARTNERS | 8.11K | $291.3K | $20.2K | Added$20.2K |
| PLIMOTH TRUST CO LLC | 7.98K | $286.8K | $19.9K | Added$7.83K |
| Wick Capital Partners, LLC | 7.89K | $283.5K | $19.6K | Added$19.6K |
| Berger Financial Group, Inc | 7.87K | $283K | $19.6K | Added$19.6K |
| VANCE WEALTH, LLC | 7.73K | $277.7K | $19.2K | Added$19.2K |
| Invesco Ltd. | 7.71K | $277.2K | $18.6K | Added$26.9K |
| SILVER OAK SECURITIES, INCORPORATED | 7.66K | $275.2K | $17.2K | Added$1.99K |
| Trilogy Capital Inc. | 7.48K | $268.7K | $18.6K | Added$18.6K |
| Bison Wealth, LLC | 7.01K | $266.3K | $22.2K | Added$22.3K |
| Pinnacle Wealth Management Advisory Group, LLC | 7.24K | $260.1K | $18K | Cut−$36.3K |
| INVENIO WEALTH PARTNERS LLC | 7.23K | $260K | $18K | Cut−$54.2K |
| Kovack Advisors, Inc. | 7.1K | $256.1K | — | New |
| MIDLAND WEALTH ADVISORS, LLC | 7.1K | $255.1K | $17.7K | Added$17.7K |
| MERIDIAN INVESTMENT COUNSEL INC. | 7K | $251.6K | $17.4K | Added$17.4K |
| CAPE ANN SAVINGS BANK | 6.72K | $241.6K | $15.2K | Added$37K |
| NewEdge Advisors, LLC | 28.3K | $239.5K | −$705.6K | Cut−$1.04M |
| Rockingstone Advisors LLC | 6.57K | $235.9K | $16.3K | Added$16.3K |
| Causey Wealth LLC | 6.56K | $235.8K | $16.4K | Cut−$206.7K |
| CIBC Bancorp USA Inc. | 6.49K | $233.1K | — | Held |
| MCF Advisors LLC | 6.43K | $231.1K | $15.8K | Added$18.6K |
| Axis Wealth Partners, LLC | 6.36K | $228.4K | $15.7K | Added$18K |
| Wrenne Financial Planning LLC | 6.35K | $228.1K | $15.8K | Added$15.8K |
| Wealthspire Advisors, LLC | 6.34K | $227.8K | — | New |
| Sun Financial Inc | 5.9K | $225.5K | — | New |
| Fiduciary Group, LLC | 6.24K | $224.3K | $15.5K | Added$15.5K |
| Clark Asset Management, LLC | 6.18K | $222.2K | $15.4K | Added$15.4K |
| Summit Financial, LLC | 6.17K | $221.6K | — | New |
| Ashton Thomas Private Wealth, LLC | 6.16K | $221.4K | $15.3K | Added$15.3K |
| SOUTHERN MICHIGAN BANK & TRUST | 6.14K | $220.6K | — | Held |
| Hilltop Partners LLC | 6.02K | $216.5K | $15K | Added$15K |
| Lido Advisors, LLC | 6.01K | $216.1K | $13.7K | Cut−$19.9K |
| Accredited Investors Inc. | 5.91K | $212.3K | — | New |
Who left
- IFG Advisory, LLC$941.8K
- Madrona Financial Services, LLC$204.5K
- Heritage Wealth Advisors$59.2K
- FLAGSHIP HARBOR ADVISORS, LLC$55.2K
- Kohmann Bosshard Financial Services, LLC$31.9K
- CBIZ Investment Advisory Services, LLC$29.8K
- AlphaCore Capital LLC$17.6K
- Garton & Associates Financial Advisors LLC$15.7K
- Inlight Wealth Management, LLC$5.02K
- MCGUIRE CAPITAL ADVISORS INC$3.51K
- EXCHANGE TRADED CONCEPTS, LLC$401
- Tower Research Capital LLC (TRC)$368
- SIMPLEX TRADING, LLC$33
- IFC & Insurance Marketing, Inc.$10
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.