Stock
Reported value
$11.7B
Holders
769
+44 new · −45 exited
Holders’ est. mark
−$168.5M
Price effect on 245 books still in the name
Largest holder
$1.03B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $3.79M
- Fidelity0.0% · $6.17M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 11.7M | $1.03B | −$18.6M | Cut−$37.8M |
| PNC Financial Services Group, Inc. | 11.7M | $1.03B | −$18.6M | Cut−$73.4M |
| LPL Financial LLC | 11.5M | $1.01B | −$18.3M | Cut−$80.3M |
| MORGAN STANLEY | 8.99M | $789.6M | −$13.5M | Added$28.3M |
| Hamilton Capital, LLC | 7.22M | $634.3M | −$11M | Added$16.2M |
| AMERIPRISE FINANCIAL INC | 6.84M | $601M | −$10.8M | Cut−$28.5M |
| RAYMOND JAMES FINANCIAL INC | 3.44M | $302.2M | −$5.43M | Cut−$3.1M |
| HighTower Advisors, LLC | 2.83M | $248.8M | −$4.5M | Cut−$7.81M |
| UBS Group AG | 2.77M | $243M | −$4.26M | Added$3.45M |
| Cetera Investment Advisers | 2.59M | $227.5M | −$3.9M | Added$8.32M |
| ENVESTNET ASSET MANAGEMENT INC | 2.16M | $189.5M | −$3.43M | Cut−$20.6M |
| WELLS FARGO & COMPANY/MN | 1.65M | $145.3M | −$2.63M | Cut−$5.25M |
| ROYAL BANK OF CANADA | 1.51M | $132.4M | −$2.4M | Cut−$12.3M |
| Private Advisor Group, LLC | 1.41M | $123.6M | −$2.24M | Cut−$3.3M |
| Focus Partners Wealth | 1.32M | $115.9M | −$2.1M | Cut−$5.63M |
| Larson Financial Group LLC | 1.22M | $106.8M | −$1.62M | Added$15.9M |
| Steward Partners Investment Advisory, LLC | 1.15M | $100.9M | −$1.72M | Added$3.94M |
| HUNTINGTON NATIONAL BANK | 1.1M | $96.5M | −$1.75M | Cut−$9.57M |
| Prime Capital Investment Advisors, LLC | 1.08M | $94.8M | −$1.72M | Cut−$42.5M |
| WADDELL & ASSOCIATES, LLC | 1.03M | $90.2M | −$1.58M | Added$1.54M |
| Stratos Investment Management, LLC | 940.6K | $82.6M | −$1.47M | Cut−$209.2K |
| Clearwater Capital Advisors, LLC | 930.2K | $81.7M | −$1.43M | Added$1.24M |
| COMMONWEALTH EQUITY SERVICES, LLC | 927.3K | $81.5M | −$1.47M | Cut−$10.7M |
| Bouchey Financial Group Ltd | 874.5K | $79.4M | $1.18M | Added$1.35M |
| FIFTH THIRD BANCORP | 856.7K | $75.3M | −$10.7K | Added$74.7M |
| RVW Wealth, LLC | 830K | $72.9M | −$1.31M | Cut−$699.6K |
| Glassman Wealth Services | 813.1K | $71.4M | −$1.29M | Cut−$3.81M |
| Kestra Advisory Services, LLC | 770.4K | $67.7M | −$1.22M | Cut−$879.8K |
| CAPTRUST FINANCIAL ADVISORS | 761.8K | $66.9M | −$1.23M | Cut−$1.29M |
| Rockefeller Capital Management L.P. | 723.6K | $63.6M | −$1.15M | Cut−$36.4M |
| Legacy Financial Advisors, Inc. | 722.4K | $63.5M | −$1.15M | Cut−$9.73M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 716.8K | $63.1M | −$1.84M | Cut−$48M |
| SNS Financial Group, LLC | 717K | $63M | −$1.12M | Added$45.7K |
| Independent Advisor Alliance | 664.9K | $58.4M | −$7.69K | Added$58M |
| IAM Advisory, LLC | 663.7K | $58.3M | −$1.05M | Cut−$883.9K |
| JPMORGAN CHASE & CO | 657.8K | $56.3M | −$2.4M | Cut−$486.3K |
| Equitable Holdings, Inc. | 614.7K | $55M | $0 | Cut−$17.4M |
| Lido Advisors, LLC | 606.4K | $53.3M | −$681.1K | Cut−$2.74M |
| Prestige Wealth Management Group LLC | 603.6K | $53M | −$959.8K | Cut−$2.72M |
| OSAIC HOLDINGS, INC. | 597.6K | $52.5M | −$949.6K | Cut−$6.19M |
| Mariner, LLC | 581.2K | $51.1M | −$896.8K | Added$607.7K |
| BEACON FINANCIAL GROUP | 574.7K | $50.5M | −$913.8K | Cut−$1.22M |
| Spinnaker Investment Group, LLC | 568.5K | $49.9M | −$903.9K | Cut−$5.21M |
| HighPoint Advisor Group LLC | 568.2K | $49.9M | −$730.4K | Added$8.84M |
| CWM, LLC | 527.3K | $46.3M | $46.3M | Added$46.3M |
| CONNABLE OFFICE INC | 522K | $45.9M | −$736.3K | Added$4.44M |
| Fiduciary Planning LLC | 513K | $45.1M | −$815.7K | Cut−$4.97M |
| Glen Eagle Advisors, LLC | 510.1K | $44.8M | −$811K | Cut−$1.25M |
| OneDigital Investment Advisors LLC | 509.8K | $44.8M | −$809.9K | Cut−$769.5K |
| Duncan Williams Asset Management, LLC | 507.8K | $44.6M | −$2.17M | Cut−$3.59M |
| One Capital Management, LLC | 498.7K | $43.8M | −$792.9K | Cut−$2.4M |
| Intrua Financial, LLC | 497.9K | $43.7M | −$768.4K | Added$513.1K |
| STIFEL FINANCIAL CORP | 490.9K | $43.1M | −$764K | Added$186K |
| BCM ADVISORS, LLC | 390.2K | $36.5M | $983.3K | Added$477.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 411K | $36.1M | −$653.5K | Cut−$864.6K |
| RESOLUTE CAPITAL, LLC | 409.8K | $36M | −$617K | Added$1.29M |
| IFP Advisors, Inc | 406.7K | $35.7M | −$621K | Added$800.8K |
| Serenus Wealth Advisors, LLC | 398.6K | $35M | −$607.6K | Added$845.7K |
| Team Financial Group, LLC | 391.7K | $34.4M | −$616.5K | Cut−$269.8K |
| Savant Capital, LLC | 390.4K | $34.3M | −$620.8K | Cut−$2.52M |
| Aspire Capital Advisors LLC | 379.8K | $33.4M | −$585.9K | Added$411.2K |
| HOWARD FINANCIAL SERVICES, LTD. | 375.3K | $33M | −$555.2K | Added$1.74M |
| NewEdge Wealth, LLC | 366.7K | $32.2M | −$583.2K | Cut−$2.09M |
| Sanchez Wealth Management Group | 365.6K | $32.1M | −$572.5K | Cut−$92.7K |
| JONES FINANCIAL COMPANIES LLLP | 358.8K | $30.8M | −$1.21M | Added$1.1M |
| Belpointe Asset Management LLC | 333K | $29.2M | −$522.8K | Cut−$161.3K |
| Per Stirling Capital Management, LLC. | 328.4K | $28.8M | −$522.1K | Cut−$1.06M |
| Choice Wealth Advisors, LLC | 328K | $28.8M | −$513K | Cut−$42.6K |
| Modern Wealth Management, LLC | 322.1K | $28.4M | −$414.9K | Added$688.1K |
| PINNACLE ASSOCIATES LTD | 318.4K | $28M | −$480.6K | Added$931.1K |
| Cerity Partners LLC | 316.7K | $27.8M | −$503.5K | Cut−$2.21M |
| Stenger Family Office, LLC | 307.5K | $27M | — | New |
| TigerOak Management, L.L.C. | 296.5K | $26M | −$471.4K | Cut−$648.4K |
| Winthrop Advisory Group LLC | 294.5K | $25.9M | −$405.8K | Added$3.04M |
| Amplius Wealth Advisors, LLC | 283.4K | $24.9M | −$407K | Added$2M |
| MML INVESTORS SERVICES, LLC | 282.7K | $24.8M | −$449.5K | Cut−$4.3M |
| Western Wealth Management, LLC | 277.8K | $24.4M | −$355.9K | Added$4.38M |
| Concurrent Investment Advisors, LLC | 272.6K | $23.9M | −$433.4K | Cut−$7.47M |
| TRUIST FINANCIAL CORP | 269.1K | $23.6M | −$427.8K | Cut−$2.92M |
| CVFG LLC | 266.2K | $23.4M | — | New |
| HB Wealth Management, LLC | 263.8K | $23.2M | −$419.5K | Cut−$919.1K |
| SK Wealth Management, LLC | 258.3K | $22.8M | −$808.5K | Cut−$2.1M |
| Cresta Advisors, Ltd. | 241.9K | $21.2M | −$358.2K | Added$1.1M |
| TUDOR INVESTMENT CORP ET AL | 237.6K | $20.9M | −$45.1K | Added$18.3M |
| ACT Advisors, LLC. | 234.1K | $20.6M | −$365K | Added$33.9K |
| D.A. DAVIDSON & CO. | 232.6K | $20.4M | −$362.8K | Added$20.8K |
| Compass Financial Services Inc | 227.6K | $20M | −$361.9K | Cut−$9.12M |
| COLUMBIA ADVISORY PARTNERS LLC | 226.4K | $19.9M | −$360K | Cut−$3.6M |
| MOR Wealth Management, LLC | 220.3K | $19.4M | −$336.8K | Added$406.6K |
| Creative Planning | 219.3K | $19.3M | −$346.2K | Cut−$200K |
| Sanctuary Advisors, LLC | 217.2K | $19.1M | −$345.4K | Cut−$3.99M |
| CRA Financial Services, LLC | 217.1K | $19.1M | −$307.1K | Added$1.8M |
| Atria Investments, Inc | 209.3K | $18.4M | −$332.9K | Cut−$7.23M |
| Pinnacle Wealth Management Advisory Group, LLC | 208K | $18.3M | −$313.8K | Added$614.4K |
| Boyce & Associates Wealth Consulting, Inc. | 203K | $17.8M | −$308.6K | Added$567.9K |
| EAGLE WEALTH STRATEGIES LLC | 200.2K | $17.6M | −$312.5K | Added$9.66K |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 197.7K | $17.4M | −$305.7K | Added$173.6K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 193.5K | $17M | −$303K | Cut−$43.9K |
| Curi Capital, LLC | 193.1K | $17M | −$306.4K | Cut−$275.7K |
| Heck Capital Advisors, LLC | 186.1K | $16.3M | −$295.8K | Cut−$316.9K |
| Focus Financial Network, Inc. | 177.7K | $15.6M | −$279.5K | Cut−$115.4K |
| Gateway Wealth Partners, LLC | 177.5K | $15.6M | −$143.5K | Added$7.52M |
| NewEdge Advisors, LLC | 389.2K | $15.5M | −$19.3M | Cut−$31.6M |
| Smartleaf Asset Management LLC | 180.5K | $15.5M | −$794K | Cut−$3.21M |
| MB, LEVIS & ASSOCIATES, LLC | 174.4K | $15.3M | −$275.7K | Cut−$189.4K |
| Solano Wealth Investment Advisors LLC | 165.5K | $14.5M | −$257.9K | Added$28.9K |
| Lauer Wealth, LLC | 157K | $14.2M | −$20.4K | Cut−$56.5K |
| TopTier Wealth Management, LLC | 158.4K | $13.9M | −$241.3K | Added$346.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 157.3K | $13.8M | −$250.2K | Cut−$5.96M |
| GREAT VALLEY ADVISOR GROUP, INC. | 151.7K | $13.3M | −$241.9K | Cut−$2.97M |
| Oxinas Partners, LLC | 146.3K | $12.9M | −$226.4K | Added$118.1K |
| CGN Advisors LLC | 145.7K | $12.8M | −$230.4K | Cut−$160.6K |
| United Advisor Group, LLC | 140.2K | $12.3M | −$219.8K | Cut−$44.4K |
| Williams Financial, LLC | 139.3K | $12.2M | −$221.5K | Cut−$298.8K |
| Gaddis Premier Wealth Advisors LLC | 135.3K | $11.9M | −$209.6K | Added$97.4K |
| Avidian Wealth Enterprises, LLC | 135.3K | $11.9M | −$204K | Added$405.2K |
| TD Capital Management LLC | 133.9K | $11.8M | −$212.8K | Cut−$274.1K |
| IAG Wealth Partners, LLC | 127.6K | $11.2M | −$197.9K | Added$81.7K |
| Three Magnolias Financial Advisors, LLC | 123.2K | $10.8M | −$195.9K | Cut−$281.6K |
| Wealthspire Advisors, LLC | 123.2K | $10.8M | −$194.4K | Cut−$113K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 121.8K | $10.7M | −$162.9K | Added$1.53M |
| World Investment Advisors | 121K | $10.6M | −$192.4K | Cut−$326.3K |
| Darrow Company, Inc. | 120.5K | $10.6M | −$191.3K | Added$275.6K |
| Marshall & Sterling Wealth Advisors Inc. | 119.4K | $10.5M | −$184.1K | Added$131.5K |
| Alpha Zero LLC | 117.9K | $10.4M | −$179.9K | Added$231.7K |
| MBA Advisors LLC | 117.1K | $10.3M | −$177.4K | Added$308.9K |
| Wealthcare Advisory Partners LLC | 116.2K | $10.2M | −$184.7K | Cut−$458.8K |
| Retirement Planning Group, LLC | 115.7K | $10.2M | −$184K | Cut−$236.2K |
| Stratos Wealth Partners, LTD. | 114.6K | $10.1M | −$182.1K | Cut−$1.87M |
| Capital Planning Advisors, LLC | 114.1K | $10M | −$177.9K | Added$16.6K |
| Avant Capital LLC | 111.9K | $9.83M | −$177.4K | Cut−$155K |
| Sequoia Financial Advisors, LLC | 108.6K | $9.54M | −$172.7K | Cut−$477.7K |
| Rothschild Wealth LLC | 106.3K | $9.34M | −$162.1K | Added$224.5K |
| Journey Advisory Group, LLC | 105.6K | $9.27M | −$167.8K | Cut−$1.46M |
| VestGen Advisors, LLC | 97.1K | $9.25M | $560.5K | Cut−$1.9M |
| Wilmington Savings Fund Society, FSB | 104.6K | $9.19M | −$166.3K | Cut−$199.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | 104.4K | $9.17M | −$165.9K | Cut−$1.08M |
| CERTUITY, LLC | 104.2K | $9.16M | −$165.8K | Cut−$2.47M |
| Fiduciary Group, LLC | 100.9K | $8.86M | −$154.3K | Added$179.4K |
| Qube Research & Technologies Ltd | 100.8K | $8.86M | −$47K | Added$6.22M |
| Founders Financial Alliance, LLC | 96.4K | $8.46M | −$148K | Added$139.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 94.7K | $8.32M | −$149.3K | Cut−$1.12M |
| Golden State Equity Partners | 94.1K | $8.27M | −$44.1K | Added$5.78M |
| Prosperity Consulting Group, LLC | 91.9K | $8.08M | −$146.2K | Cut−$601.4K |
| &PARTNERS | 90K | $7.91M | −$128.1K | Added$216.6K |
| Nvest Wealth Strategies, Inc. | 89.8K | $7.89M | −$142.3K | Cut−$117.2K |
| Horizon Investments, LLC | 89.2K | $7.83M | −$70.8K | Added$3.97M |
| Merit Financial Group, LLC | 89.1K | $7.83M | −$141.6K | Cut−$1.45M |
| Latko Wealth Management, Ltd. | 88.1K | $7.74M | −$122.5K | Added$850.6K |
| Baird Financial Group, Inc. | 86.7K | $7.62M | −$137.8K | Cut−$374K |
| Gray Private Wealth, LLC | 86.6K | $7.61M | −$135K | Added$14.3K |
| Ethos Financial Group, LLC | 85.7K | $7.53M | — | New |
| ALBION FINANCIAL GROUP /UT | 85.3K | $7.49M | −$135.6K | Cut−$136.6K |
| PMG Wealth Management, Inc. | 84.5K | $7.43M | −$133.9K | Cut−$105K |
| Riverbend Wealth Management, LLC | 84.1K | $7.39M | −$128.5K | Added$158.3K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 81.6K | $7.17M | −$129.7K | Cut−$259.2K |
| Farther Finance Advisors, LLC | 78.9K | $6.95M | −$105.8K | Cut−$1.26M |
| BROWN ADVISORY INC | 76.3K | $6.7M | −$117.9K | Added$71.2K |
| Golden State Wealth Management, LLC | 75.8K | $6.66M | −$120.4K | Cut−$4.35M |
| Ancora Advisors LLC | 73.8K | $6.48M | −$117.3K | Cut−$843.7K |
| IHT Wealth Management, LLC | 73.5K | $6.46M | −$116.9K | Cut−$2.81M |
| Axis Wealth Partners, LLC | 72.2K | $6.34M | −$114.3K | Cut−$86.2K |
| Corient Private Wealth LLC | 73.7K | $6.24M | −$349.9K | Cut−$961.8K |
| Waverly Advisors, LLC | 70.7K | $6.21M | −$112.4K | Cut−$455.6K |
| Fidelity | 70.2K | $6.17M | −$90K | Added$1.1M |
| CPWA, LLC | 64.9K | $6.17M | — | Held |
| KINGSWOOD WEALTH ADVISORS, LLC | 70.2K | $6.16M | −$109.1K | Added$28.6K |
| FFG RETIREMENT ADVISORS LLC | 70.1K | $6.16M | −$108.6K | Added$50.3K |
| Capital Investment Advisory Services, LLC | 66.3K | $5.82M | −$105.4K | Cut−$106.8K |
| Clear Creek Financial Management, LLC | 65.6K | $5.76M | −$74.5K | Added$1.57M |
| Prospera Financial Services Inc | 64.2K | $5.64M | −$101.6K | Cut−$1.91M |
| Melone Private Wealth, LLC | 64.1K | $5.63M | −$100K | Added$4.34K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 63.8K | $5.6M | −$99.8K | Cut−$12.6K |
| OPPENHEIMER & CO INC | 63.7K | $5.6M | −$100.7K | Cut−$63.7K |
| NBC SECURITIES, INC. | 63.2K | $5.55M | −$93.2K | Added$303.3K |
| J.W. COLE ADVISORS, INC. | 60.2K | $5.29M | −$74.5K | Cut−$107.5K |
| Grey Ledge Advisors, LLC | 60K | $5.27M | −$85.2K | Added$480.3K |
| Kraft, Davis & Associates, LLC | 56K | $5.27M | $161.7K | Cut−$673.8K |
| Hobbs Group Advisors, LLC | 59.8K | $5.25M | −$95.1K | Cut−$182.6K |
| GLENMEDE TRUST CO NA | 58.9K | $5.17M | −$91.4K | Added$31.5K |
| Eaton Financial Holdings Company, LLC | 58.4K | $5.13M | −$92.9K | Cut−$5.92M |
| CAHILL FINANCIAL ADVISORS INC | 58.2K | $5.11M | −$92.5K | Cut−$190.4K |
| Focus Partners Advisor Solutions, LLC | 56.4K | $4.95M | −$89.7K | Cut−$860.1K |
| Meridian Financial Advisors, LLC | 56.3K | $4.94M | −$78.2K | Added$539.7K |
| Dynamic Advisor Solutions LLC | 56.2K | $4.94M | −$85.2K | Added$148.3K |
| SeaCrest Wealth Management, LLC | 55.9K | $4.91M | −$135.8K | Cut−$244.6K |
| Roof Eidam Maycock Peralta, LLC | 55.6K | $4.88M | −$88.4K | Cut−$90.4K |
| Premier Private Wealth Management LLC | 53.6K | $4.7M | −$227.1K | Cut−$2.34M |
| JT Stratford LLC | 53.5K | $4.7M | −$83K | Added$33.6K |
| GOLDMAN SACHS GROUP INC | 53.1K | $4.67M | −$77.9K | Added$283K |
| Ausdal Financial Partners, Inc. | 53K | $4.66M | −$84.3K | Cut−$539.2K |
| Dickmeyer Boyce Financial Management, Inc. | 52.8K | $4.64M | — | Held |
| Burns Matteson Capital Management, LLC | 52.3K | $4.59M | −$82.6K | Cut−$49.2K |
| Catalina Capital Group, LLC | 51.9K | $4.56M | −$82.6K | Cut−$101.4K |
| CHOREO, LLC | 51.3K | $4.5M | −$113.3K | Cut−$116.8K |
| Fermata Advisors, LLC | 50.6K | $4.45M | −$80.5K | Cut−$641.4K |
| Vestmark Advisory Solutions, Inc. | 50K | $4.4M | −$73.4K | Added$267.4K |
| Advisory Services Network, LLC | 50K | $4.39M | −$79.5K | Cut−$1.21M |
| CRUX WEALTH ADVISORS | 49.5K | $4.35M | −$78.7K | Cut−$136.1K |
| Haverford Trust Co | 49.1K | $4.32M | −$68.3K | Added$473.2K |
| Summit Financial, LLC | 49K | $4.31M | −$68.7K | Added$441K |
| First National Trust Co | 48.7K | $4.28M | −$77.4K | Cut−$695.9K |
| Aries Wealth Management | 48.6K | $4.27M | −$77.3K | Cut−$239.9K |
| FOUNDERS FINANCIAL SECURITIES LLC | 47K | $4.27M | $62.3K | Added$137.1K |
| Citizens National Bank Trust Department | 47.3K | $4.15M | −$75.2K | Cut−$192K |
| Sarver Vrooman Wealth Advisors | 46.9K | $4.12M | −$74.6K | Cut−$215.7K |
| Winter & Associates, Inc. | 45.5K | $4.03M | −$45.5K | Cut−$839K |
| Vines Capital Management, LLC | 44.7K | $3.93M | −$70.4K | Cut−$27.5K |
| Perigon Wealth Management, LLC | 44.6K | $3.92M | −$71.1K | Cut−$95.3K |
| Wingate Wealth Advisors, Inc. | 44.6K | $3.92M | −$67K | Added$146.2K |
| FIRST TRUST ADVISORS LP | 44.4K | $3.9M | −$67.7K | Added$91.8K |
| Powers Advisory Group, LLC | 44.3K | $3.89M | −$64.4K | Added$267.3K |
| Family Capital Management, Inc. | 44.1K | $3.88M | −$70.2K | Cut−$6.43M |
| Wedmont Private Capital | 42.8K | $3.88M | $8.55K | Added$32.3K |
| Lantz Financial LLC | 43.5K | $3.82M | −$69K | Cut−$62.7K |
| Icahn Capital | 43.2K | $3.79M | −$43.8K | Added$1.33M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 42.8K | $3.76M | −$11.7K | Added$3.1M |
| Waterway Wealth Management, LLC | 42.5K | $3.73M | −$67.6K | Cut−$281.1K |
| HBW ADVISORY SERVICES LLC | 42.4K | $3.73M | −$65.9K | Added$21.5K |
| Osbon Capital Management LLC | 41.8K | $3.67M | −$66.5K | Cut−$250.3K |
| Aptus Capital Advisors, LLC | 41.8K | $3.67M | −$66.4K | Cut−$84.7K |
| FRANKLIN RESOURCES INC | 41.7K | $3.67M | −$66.4K | Cut−$66.4K |
| Elevation Capital Advisory, LLC | 41.4K | $3.64M | −$24.5K | Added$2.26M |
| RFG Advisory, LLC | 41.4K | $3.63M | −$64.2K | Added$20.2K |
| Evernest Financial Advisors, LLC | 38.2K | $3.59M | $14.1K | Cut−$1.97M |
| Lansing Street Advisors | 40K | $3.51M | −$63.5K | Cut−$108.3K |
| Hoxton Planning & Management, LLC | 39.4K | $3.46M | −$59.2K | Added$130K |
| Harvest Investment Services, LLC | 37.8K | $3.32M | −$59.5K | Cut−$29.5K |
| Oxbow Advisors, LLC | 37.2K | $3.27M | −$45.3K | Added$722.9K |
| Arkadios Wealth Advisors | 36.8K | $3.23M | −$37.5K | Added$1.12M |
| BROOKS, MOORE & ASSOCIATES, INC. | 36.8K | $3.23M | −$58.4K | Cut−$334.3K |
| Meridian Financial Partners LLC | 36.3K | $3.21M | −$77.3K | Cut−$195.8K |
| Berkeley, Inc | 34.8K | $3.05M | −$55.3K | Cut−$3.85M |
| ORBA Wealth Advisors, L.L.C. | 33.1K | $2.91M | −$52.7K | Cut−$629K |
| Asset One Wealth Management LLC | 31.2K | $2.91M | $42.4K | Cut−$38.2K |
| Triad Wealth Partners, LLC | 32.8K | $2.88M | −$48.8K | Added$141K |
| NORTHERN TRUST CORP | 32.8K | $2.88M | −$50K | Added$68.8K |
| EP Wealth Advisors, LLC | 32.2K | $2.83M | −$50.4K | Cut−$5.34K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 31.7K | $2.78M | −$50.7K | Cut−$705.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 31.2K | $2.74M | −$48.6K | Added$6.18K |
| Comprehensive Financial Planning, Inc./PA | 31.1K | $2.73M | −$44.3K | Added$244.9K |
| Etesian Wealth Advisors, Inc. | 31K | $2.72M | −$46.4K | Added$109.6K |
| Regal Investment Advisors LLC | 30.5K | $2.68M | −$48.4K | Cut−$51.2K |
| Centerpoint Advisory Group | 30.4K | $2.67M | −$48.3K | Cut−$48.3K |
| TITLEIST ASSET MANAGEMENT, LLC | 30.1K | $2.65M | −$47.9K | Cut−$112.9K |
| Stonebridge Financial Group, LLC | 29.5K | $2.59M | −$46.6K | Cut−$33.3K |
| RHUMBLINE ADVISERS | 29.4K | $2.58M | −$46.7K | Cut−$46.7K |
| Herold Advisors, Inc. | 29.2K | $2.56M | −$46.3K | Cut−$252.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 28.9K | $2.54M | $95.7K | Cut−$726.9K |
| Symphony Financial Services, Inc. | 28.7K | $2.52M | −$44.5K | Added$20.6K |
Who left
- SAGE PRIVATE WEALTH GROUP, LLC$19.5M
- IFG Advisory, LLC$12M
- SEVEN MILE ADVISORY$9.04M
- WIN ADVISORS, INC$8.93M
- Howard Capital Management Inc.$7.23M
- Citadel$4.47M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.85M
- Lifestyle Asset Management, Inc.$2.02M
- Bulltick Wealth Management, LLC$1.87M
- Y-Intercept (Hong Kong) Ltd$895.8K
- TIAA TRUST, NATIONAL ASSOCIATION$658.6K
- ROCKLAND TRUST CO$607.8K
- Expressive Wealth LLC$525.7K
- SYKON CAPITAL LLC$449.5K
- CARY STREET PARTNERS FINANCIAL LLC$412.2K
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.