| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing APD Share Count |
|---|
| Hexagon Capital Partners LLC |
6 |
141 |
+135 |
+2250.00% |
| Norden Group LLC |
1,615 |
36,080 |
+34,465 |
+2134.06% |
| First Citizens Bank & Trust Co. |
1,016 |
10,867 |
+9,851 |
+969.59% |
| Iron Horse Wealth Management LLC |
7 |
62 |
+55 |
+785.71% |
| Douglas Lane & Associates LLC |
5,288 |
37,774 |
+32,486 |
+614.33% |
| Griffin Asset Management Inc. |
9,099 |
32,405 |
+23,306 |
+256.14% |
| NBC Securities Inc. |
249 |
806 |
+557 |
+223.69% |
| Independence Bank of Kentucky |
2,612 |
8,138 |
+5,526 |
+211.56% |
| American National Bank |
9,387 |
28,751 |
+19,364 |
+206.29% |
| First PREMIER Bank |
14 |
41 |
+27 |
+192.86% |
| Global Trust Asset Management LLC |
637 |
1,540 |
+903 |
+141.76% |
| Procyon Private Wealth Partners LLC |
2,786 |
6,735 |
+3,949 |
+141.74% |
| Founders Financial Securities LLC |
1,041 |
2,505 |
+1,464 |
+140.63% |
| Romano Brothers AND Company |
6,269 |
14,609 |
+8,340 |
+133.04% |
| International Assets Investment Management LLC |
1,007 |
2,082 |
+1,075 |
+106.75% |
| S.E.E.D. Planning Group LLC |
2,120 |
4,323 |
+2,203 |
+103.92% |
| Canandaigua National Bank & Trust Co. |
4,252 |
8,589 |
+4,337 |
+102.00% |
| Dynamic Advisor Solutions LLC |
4,283 |
8,399 |
+4,116 |
+96.10% |
| Revisor Wealth Management LLC |
868 |
1,676 |
+808 |
+93.09% |
| Applied Capital LLC FL |
2,223 |
3,927 |
+1,704 |
+76.65% |
| A. D. Beadell Investment Counsel Inc. |
7,397 |
12,482 |
+5,085 |
+68.74% |
| Chapin Davis Inc. |
3,595 |
6,015 |
+2,420 |
+67.32% |
| Strategic Advisors LLC |
5,878 |
9,505 |
+3,627 |
+61.70% |
| Bridge Creek Capital Management LLC |
6,972 |
11,112 |
+4,140 |
+59.38% |
| Rise Advisors LLC |
230 |
365 |
+135 |
+58.70% |
| Dakota Community Bank & Trust NA |
461 |
715 |
+254 |
+55.10% |
| Harbor Investment Advisory LLC |
1,311 |
1,987 |
+676 |
+51.56% |
| Founders Capital Management |
12,939 |
19,508 |
+6,569 |
+50.77% |
| Financial Management Professionals Inc. |
1,013 |
1,497 |
+484 |
+47.78% |
| Compass Wealth Management LLC |
20,457 |
29,935 |
+9,478 |
+46.33% |
| Massmutual Trust Co. FSB ADV |
9,443 |
13,417 |
+3,974 |
+42.08% |
| Criterion Capital Advisors LLC |
173 |
239 |
+66 |
+38.15% |
| Wesbanco Bank Inc. |
7,942 |
10,804 |
+2,862 |
+36.04% |
| Fifth Third Wealth Advisors LLC |
1,909 |
2,595 |
+686 |
+35.94% |
| Arcadia Investment Management Corp MI |
27,773 |
37,522 |
+9,749 |
+35.10% |
| Viking Fund Management LLC |
20,000 |
27,000 |
+7,000 |
+35.00% |
| AdvisorNet Financial Inc |
68 |
91 |
+23 |
+33.82% |
| PFG Investments LLC |
1,003 |
1,336 |
+333 |
+33.20% |
| Powers Advisory Group LLC |
1,282 |
1,704 |
+422 |
+32.92% |
| Radnor Capital Management LLC |
4,410 |
5,860 |
+1,450 |
+32.88% |
| Chicago Capital LLC |
3,104 |
4,053 |
+949 |
+30.57% |
| Agate Pass Investment Management LLC |
4,853 |
6,322 |
+1,469 |
+30.27% |
| Bennett Associates Wealth Management |
1,181 |
1,524 |
+343 |
+29.04% |
| Tompkins Financial Corp |
1,741 |
2,241 |
+500 |
+28.72% |
| New England Research & Management Inc. |
8,055 |
10,105 |
+2,050 |
+25.45% |
| Precedent Wealth Partners LLC |
1,557 |
1,881 |
+324 |
+20.81% |
| DB Fitzpatrick & Co Inc |
5,427 |
6,544 |
+1,117 |
+20.58% |
| Stonegate Investment Group LLC |
5,057 |
6,071 |
+1,014 |
+20.05% |
| Everett Harris & Co. CA |
2,112 |
2,532 |
+420 |
+19.89% |
| Symphony Financial Ltd. Co. |
1,895 |
2,268 |
+373 |
+19.68% |
| Woodstock Corp |
30,413 |
36,372 |
+5,959 |
+19.59% |
| CWM LLC |
5,989 |
7,125 |
+1,136 |
+18.97% |
| HF Advisory Group LLC |
2,643 |
3,140 |
+497 |
+18.80% |
| Foresight Capital Management Advisors Inc. |
3,789 |
4,473 |
+684 |
+18.05% |
| BKM Wealth Management LLC |
4,211 |
4,958 |
+747 |
+17.74% |
| General Partner Inc. |
2,000 |
2,349 |
+349 |
+17.45% |
| Running Oak Capital LLC |
28,467 |
33,421 |
+4,954 |
+17.40% |
| Welch Group LLC |
1,068 |
1,253 |
+185 |
+17.32% |
| Caldwell Sutter Capital Inc. |
275 |
322 |
+47 |
+17.09% |
| Defined Wealth Management LLC |
1,691 |
1,958 |
+267 |
+15.79% |
| Fort Pitt Capital Group LLC |
14,389 |
16,481 |
+2,092 |
+14.54% |
| Kennedy Investment Group |
2,934 |
3,350 |
+416 |
+14.18% |
| Claro Advisors LLC |
2,866 |
3,267 |
+401 |
+13.99% |
| Aurum Wealth Management Group LLC |
1,125 |
1,281 |
+156 |
+13.87% |
| Saxon Interests Inc. |
3,139 |
3,555 |
+416 |
+13.25% |
| AMI Asset Management Corp |
87,602 |
98,796 |
+11,194 |
+12.78% |
| Jeppson Wealth Management LLC |
1,739 |
1,958 |
+219 |
+12.59% |
| Oak Harbor Wealth Partners LLC |
5,744 |
6,390 |
+646 |
+11.25% |
| Central Valley Advisors LLC |
5,514 |
6,119 |
+605 |
+10.97% |
| United Asset Strategies Inc. |
5,787 |
6,414 |
+627 |
+10.83% |
| Salem Investment Counselors Inc. |
102 |
113 |
+11 |
+10.78% |
| Cullen Investment Group LTD. |
16,657 |
18,442 |
+1,785 |
+10.72% |
| Sound Income Strategies LLC |
133 |
147 |
+14 |
+10.53% |
| First National Bank of Mount Dora Trust Investment Services |
10,912 |
12,045 |
+1,133 |
+10.38% |
| Confluence Wealth Services Inc. |
4,555 |
5,004 |
+449 |
+9.86% |
| Central Bank & Trust Co. |
5,129 |
5,626 |
+497 |
+9.69% |
| Global Retirement Partners LLC |
7,470 |
8,188 |
+718 |
+9.61% |
| Stablepoint Partners LLC |
3,942 |
4,288 |
+346 |
+8.78% |
| Raymond James & Associates |
1,931,619 |
2,099,419 |
+167,800 |
+8.69% |
| Catalyst Financial Partners LLC |
2,155 |
2,340 |
+185 |
+8.58% |
| Stableford Capital II LLC |
5,850 |
6,331 |
+481 |
+8.22% |
| Thomasville National Bank |
5,024 |
5,425 |
+401 |
+7.98% |
| Valeo Financial Advisors LLC |
3,297 |
3,554 |
+257 |
+7.79% |
| Collective Family Office LLC |
1,136 |
1,224 |
+88 |
+7.75% |
| Cottage Street Advisors LLC |
1,239 |
1,334 |
+95 |
+7.67% |
| WBH Advisory Inc. |
1,930 |
2,072 |
+142 |
+7.36% |
| Fundamentun LLC |
8,293 |
8,901 |
+608 |
+7.33% |
| Wealth Enhancement Advisory Services LLC |
208,451 |
222,397 |
+13,946 |
+6.69% |
| Capital Advisors Ltd. LLC |
954 |
1,013 |
+59 |
+6.18% |
| Sky Investment Group LLC |
6,073 |
6,422 |
+349 |
+5.75% |
| Miracle Mile Advisors LLC |
1,225 |
1,294 |
+69 |
+5.63% |
| CHICAGO TRUST Co NA |
2,333 |
2,462 |
+129 |
+5.53% |
| Cornerstone Wealth Management LLC |
2,090 |
2,205 |
+115 |
+5.50% |
| Tilia Fiduciary Partners Inc. |
1,189 |
1,250 |
+61 |
+5.13% |
| Exeter Financial LLC |
9,534 |
10,010 |
+476 |
+4.99% |
| GAMMA Investing LLC |
1,450 |
1,522 |
+72 |
+4.97% |
| Exchange Traded Concepts LLC |
202 |
212 |
+10 |
+4.95% |
| Mcdonald Partners LLC |
4,119 |
4,316 |
+197 |
+4.78% |
| Marion Wealth Management |
4,466 |
4,662 |
+196 |
+4.39% |
| Wetzel Investment Advisors Inc. |
1,059 |
1,104 |
+45 |
+4.25% |
| Kesler Norman & Wride LLC |
21,684 |
22,586 |
+902 |
+4.16% |
| WASHINGTON TRUST Co |
2,138 |
2,219 |
+81 |
+3.79% |
| Fragasso Group Inc. |
13,121 |
13,611 |
+490 |
+3.73% |
| Portside Wealth Group LLC |
2,775 |
2,877 |
+102 |
+3.68% |
| Insight Folios Inc |
1,278 |
1,324 |
+46 |
+3.60% |
| Flagship Harbor Advisors LLC |
3,464 |
3,587 |
+123 |
+3.55% |
| New Hampshire Trust |
5,472 |
5,665 |
+193 |
+3.53% |
| Alliance Wealth Advisors LLC |
1,541 |
1,595 |
+54 |
+3.50% |
| Piscataqua Savings Bank |
675 |
698 |
+23 |
+3.41% |
| Busey Wealth Management |
944 |
975 |
+31 |
+3.28% |
| Valley National Advisers Inc. |
6,619 |
6,827 |
+208 |
+3.14% |
| West Oak Capital LLC |
8,716 |
8,981 |
+265 |
+3.04% |
| Banque Cantonale Vaudoise |
3,759 |
3,872 |
+113 |
+3.01% |
| Hanson & Doremus Investment Management |
3,557 |
3,661 |
+104 |
+2.92% |
| Perpetual Ltd |
152,803 |
157,151 |
+4,348 |
+2.85% |
| IAM Advisory LLC |
996 |
1,023 |
+27 |
+2.71% |
| Bank of Stockton |
1,998 |
2,052 |
+54 |
+2.70% |
| Somerset Trust Co |
11,521 |
11,817 |
+296 |
+2.57% |
| Daymark Wealth Partners LLC |
3,903 |
4,001 |
+98 |
+2.51% |
| Covenant Asset Management LLC |
5,315 |
5,441 |
+126 |
+2.37% |
| Legacy Financial Strategies LLC |
8,811 |
9,000 |
+189 |
+2.15% |
| Park Place Capital Corp |
703 |
717 |
+14 |
+1.99% |
| Cornell Pochily Investment Advisors Inc. |
2,622 |
2,674 |
+52 |
+1.98% |
| Thrive Wealth Management LLC |
1,886 |
1,923 |
+37 |
+1.96% |
| MV Capital Management Inc. |
10,879 |
11,079 |
+200 |
+1.84% |
| Sage Mountain Advisors LLC |
1,572 |
1,600 |
+28 |
+1.78% |
| Summit Trail Advisors LLC |
1,544 |
1,568 |
+24 |
+1.55% |
| Slow Capital Inc. |
6,138 |
6,228 |
+90 |
+1.47% |
| Nicholas Hoffman & Company LLC. |
1,758 |
1,783 |
+25 |
+1.42% |
| Sumitomo Mitsui Trust Holdings Inc. |
633,462 |
641,364 |
+7,902 |
+1.25% |
| Ashton Thomas Private Wealth LLC |
3,405 |
3,447 |
+42 |
+1.23% |
| Veriti Management LLC |
4,709 |
4,759 |
+50 |
+1.06% |
| Blue Zone Wealth Advisors LLC |
14,166 |
14,293 |
+127 |
+0.90% |
| Invera Wealth Advisors LLC |
3,169 |
3,195 |
+26 |
+0.82% |
| Newton One Investments LLC |
127 |
128 |
+1 |
+0.79% |
| Delta Capital Management LLC |
11,820 |
11,900 |
+80 |
+0.68% |
| S.A. Mason LLC |
877 |
882 |
+5 |
+0.57% |
| Cyndeo Wealth Partners LLC |
1,218 |
1,225 |
+7 |
+0.57% |
| Czech National Bank |
38,908 |
39,114 |
+206 |
+0.53% |
| Armstrong Henry H Associates Inc. |
53,722 |
53,991 |
+269 |
+0.50% |
| First Affirmative Financial Network |
1,308 |
1,314 |
+6 |
+0.46% |
| Meadow Creek Wealth Advisors LLC |
2,233 |
2,243 |
+10 |
+0.45% |
| ST Germain D J Co. Inc. |
3,643 |
3,658 |
+15 |
+0.41% |
| Spring Capital Management LLC |
17,692 |
17,757 |
+65 |
+0.37% |
| Plimoth Trust Co. LLC |
1,637 |
1,642 |
+5 |
+0.31% |
| ERTS Wealth Advisors LLC |
1,210 |
1,213 |
+3 |
+0.25% |
| Raymond James Financial Services Advisors Inc. |
974,520 |
976,768 |
+2,248 |
+0.23% |
| State of Michigan Retirement System |
63,921 |
64,021 |
+100 |
+0.16% |
| M&R Capital Management Inc. |
633 |
634 |
+1 |
+0.16% |
| Cigna Investments Inc. New |
2,356 |
2,357 |
+1 |
+0.04% |
| Congress Asset Management Co. MA |
44,956 |
44,959 |
+3 |
+0.01% |
| 13F Filers Reporting New Positions In APD |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
2,283 |
+2,283 |
+100% |
| MJP Associates Inc. ADV |
0 |
1,736 |
+1,736 |
+100% |
| First Hawaiian Bank |
0 |
1,312 |
+1,312 |
+100% |
| American National Bank & Trust Co. VA |
0 |
3,460 |
+3,460 |
+100% |
| Sanders Morris Harris LLC |
0 |
2,340 |
+2,340 |
+100% |
| First National Bank Sioux Falls |
0 |
1,103 |
+1,103 |
+100% |
| Rational Advisors LLC |
0 |
181 |
+181 |
+100% |
| Thompson Investment Management Inc. |
0 |
113 |
+113 |
+100% |
| Westend Capital Management LLC |
0 |
14 |
+14 |
+100% |
| Northwest Investment Counselors LLC |
0 |
78 |
+78 |
+100% |
| Tributary Capital Management LLC |
0 |
17 |
+17 |
+100% |
| Confluence Investment Management LLC |
0 |
80,409 |
+80,409 |
+100% |
| Scharf Investments LLC |
0 |
359,819 |
+359,819 |
+100% |
| Cardinal Capital Management Inc. |
0 |
116,775 |
+116,775 |
+100% |
| Aviance Capital Partners LLC |
0 |
3,000 |
+3,000 |
+100% |
| Vicus Capital |
0 |
1,326 |
+1,326 |
+100% |
| Riverview Trust Co |
0 |
306 |
+306 |
+100% |
| Access Financial Services Inc. |
0 |
6,349 |
+6,349 |
+100% |
| Ridgewood Investments LLC |
0 |
4,834 |
+4,834 |
+100% |
| Sage Capital Advisors llc |
0 |
14,632 |
+14,632 |
+100% |
| Trilogy Capital Inc. |
0 |
10,837 |
+10,837 |
+100% |
| Inscription Capital LLC |
0 |
1,662 |
+1,662 |
+100% |
| O Keefe Stevens Advisory Inc. |
0 |
1,034 |
+1,034 |
+100% |
| Wealth Advisory Solutions LLC |
0 |
23,861 |
+23,861 |
+100% |
| Register Financial Advisors LLC |
0 |
45 |
+45 |
+100% |
| Trust Co of the South |
0 |
1,274 |
+1,274 |
+100% |
| Accordant Advisory Group Inc |
0 |
2,213 |
+2,213 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Neville Rodie & Shaw Inc. |
1,875 |
1,875 |
UNCH |
0.00% |
| First Financialcorp IN |
34 |
34 |
UNCH |
0.00% |
| Summit Financial Group Inc. |
4,400 |
4,400 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
1,598 |
1,598 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
3,301 |
3,301 |
UNCH |
0.00% |
| Norwood Financial Corp |
200 |
200 |
UNCH |
0.00% |
| Courier Capital LLC |
1,601 |
1,601 |
UNCH |
0.00% |
| Optimum Investment Advisors |
376 |
376 |
UNCH |
0.00% |
| LVM Capital Management Ltd. MI |
860 |
860 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
1,050 |
1,050 |
UNCH |
0.00% |
| Forbes J M & Co. LLP |
3,120 |
3,120 |
UNCH |
0.00% |
| Dumont & Blake Investment Advisors LLC |
1,098 |
1,098 |
UNCH |
0.00% |
| Legacy Private Trust Co. |
2,044 |
2,044 |
UNCH |
0.00% |
| Liberty Capital Management Inc. |
1,045 |
1,045 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
4,000 |
4,000 |
UNCH |
0.00% |
| Kessler Investment Group LLC |
69 |
69 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
31 |
31 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
663 |
663 |
UNCH |
0.00% |
| Gilman Hill Asset Management LLC |
1,457 |
1,457 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| E&G Advisors LP |
1,000 |
1,000 |
UNCH |
0.00% |
| Private Ocean LLC |
364 |
364 |
UNCH |
0.00% |
| MCF Advisors LLC |
1,434 |
1,434 |
UNCH |
0.00% |
| Curbstone Financial Management Corp |
1,716 |
1,716 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
100 |
100 |
UNCH |
0.00% |
| Westbourne Investment Advisors Inc. |
1,800 |
1,800 |
UNCH |
0.00% |
| Community Bank & Trust Waco Texas |
1,000 |
1,000 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
1,333 |
1,333 |
UNCH |
0.00% |
| Successful Portfolios LLC |
1,125 |
1,125 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
14 |
14 |
UNCH |
0.00% |
| Red Cedar Investment Management LLC |
4,074 |
4,074 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
2,584 |
2,584 |
UNCH |
0.00% |
| Ariston Services Group |
1,390 |
1,390 |
UNCH |
0.00% |
| Essex Savings Bank |
1,847 |
1,847 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
29 |
29 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
42 |
42 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
922 |
922 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
17,264 |
17,264 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
7 |
7 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
1,704 |
1,704 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
185 |
185 |
UNCH |
0.00% |
| Magnolia Capital Management Ltd. |
2,010 |
2,010 |
UNCH |
0.00% |
| Salvus Wealth Management LLC |
2,650 |
2,650 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
953 |
953 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
296 |
296 |
UNCH |
0.00% |
| Bank of New Hampshire |
261 |
261 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
265 |
265 |
UNCH |
0.00% |
| Amplius Wealth Advisors LLC |
1,086 |
1,086 |
UNCH |
0.00% |
| Henrickson Nauta Wealth Advisors Inc. |
1,350 |
1,350 |
UNCH |
0.00% |
| Red Tortoise LLC |
21 |
21 |
UNCH |
0.00% |
| Richelieu Gestion PLC |
9,729 |
9,729 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
89 |
89 |
UNCH |
0.00% |
| Greenfield Savings Bank |
2,434 |
2,434 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
24 |
24 |
UNCH |
0.00% |
| Armstrong Fleming & Moore Inc |
2,064 |
2,064 |
UNCH |
0.00% |
| Barlow Wealth Partners Inc. |
1,954 |
1,954 |
UNCH |
0.00% |
| Werlinich Asset Management LLC |
1,563 |
1,563 |
UNCH |
0.00% |
| Financial Perspectives Inc |
105 |
105 |
UNCH |
0.00% |
| Eagle Wealth Strategies LLC |
2,191 |
2,191 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
102 |
102 |
UNCH |
0.00% |
| Gerber LLC |
944 |
944 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
4 |
4 |
UNCH |
0.00% |
| 13F Filers Decreasing APD Share Count |
|---|
| Copeland Capital Management LLC |
47,146 |
1 |
-47,145 |
-100.00% |
| Gradient Investments LLC |
53,758 |
514 |
-53,244 |
-99.04% |
| Perkins Coie Trust Co |
5,912 |
217 |
-5,695 |
-96.33% |
| Bfsg LLC |
7,960 |
400 |
-7,560 |
-94.97% |
| Trifecta Capital Advisors LLC |
108 |
8 |
-100 |
-92.59% |
| Donaldson Capital Management LLC |
215,403 |
20,570 |
-194,833 |
-90.45% |
| Sunbelt Securities Inc. |
182 |
27 |
-155 |
-85.16% |
| City State Bank |
46 |
10 |
-36 |
-78.26% |
| Bangor Savings Bank |
449 |
99 |
-350 |
-77.95% |
| KAMES CAPITAL plc |
5,218 |
2,098 |
-3,120 |
-59.79% |
| Core Wealth Partners LLC |
2,522 |
1,122 |
-1,400 |
-55.51% |
| Kovack Advisors Inc. |
1,898 |
863 |
-1,035 |
-54.53% |
| Wealthfront Advisers LLC |
11,721 |
5,353 |
-6,368 |
-54.33% |
| ZRC Wealth Management LLC |
287 |
137 |
-150 |
-52.26% |
| Arlington Trust Co LLC |
56 |
28 |
-28 |
-50.00% |
| Kingswood Wealth Advisors LLC |
14,887 |
8,014 |
-6,873 |
-46.17% |
| Regions Financial Corp |
75,410 |
40,888 |
-34,522 |
-45.78% |
| Fortitude Family Office LLC |
152 |
85 |
-67 |
-44.08% |
| Asset Dedication LLC |
2,949 |
1,697 |
-1,252 |
-42.46% |
| CVA Family Office LLC |
793 |
460 |
-333 |
-41.99% |
| GoalVest Advisory LLC |
94 |
55 |
-39 |
-41.49% |
| Toth Financial Advisory Corp |
198 |
123 |
-75 |
-37.88% |
| Wedmont Private Capital |
1,663 |
1,082 |
-581 |
-34.94% |
| OLD National Bancorp IN |
12,992 |
9,034 |
-3,958 |
-30.46% |
| Lake Street Financial LLC |
1,334 |
931 |
-403 |
-30.21% |
| Country Trust Bank |
57 |
41 |
-16 |
-28.07% |
| Duncker Streett & Co. Inc. |
893 |
644 |
-249 |
-27.88% |
| DNB Asset Management AS |
74,029 |
53,555 |
-20,474 |
-27.66% |
| LaFleur & Godfrey LLC |
18,009 |
13,074 |
-4,935 |
-27.40% |
| Arden Trust Co |
1,836 |
1,335 |
-501 |
-27.29% |
| Wealthcare Advisory Partners LLC |
5,730 |
4,175 |
-1,555 |
-27.14% |
| Baldwin Brothers Inc. MA |
1,874 |
1,385 |
-489 |
-26.09% |
| Allspring Global Investments Holdings LLC |
14,378 |
10,651 |
-3,727 |
-25.92% |
| CGC Financial Services LLC |
218 |
162 |
-56 |
-25.69% |
| Tyche Wealth Partners LLC |
2,886 |
2,161 |
-725 |
-25.12% |
| RFG Advisory LLC |
8,157 |
6,232 |
-1,925 |
-23.60% |
| Symmetry Partners LLC |
1,206 |
923 |
-283 |
-23.47% |
| Carderock Capital Management Inc. |
24,438 |
18,786 |
-5,652 |
-23.13% |
| Ballentine Partners LLC |
7,363 |
5,761 |
-1,602 |
-21.76% |
| Versant Capital Management Inc |
690 |
540 |
-150 |
-21.74% |
| Berry Wealth Group LP |
11,955 |
9,380 |
-2,575 |
-21.54% |
| SeaCrest Wealth Management LLC |
3,865 |
3,075 |
-790 |
-20.44% |
| Morton Brown Family Wealth LLC |
3,586 |
2,893 |
-693 |
-19.33% |
| SJS Investment Consulting Inc. |
21 |
17 |
-4 |
-19.05% |
| Webster Bank N. A. |
1,398 |
1,137 |
-261 |
-18.67% |
| Atlantic Union Bankshares Corp |
11,078 |
9,057 |
-2,021 |
-18.24% |
| Fulton Bank N.A. |
1,416 |
1,169 |
-247 |
-17.44% |
| Park National Corp OH |
28,906 |
24,395 |
-4,511 |
-15.61% |
| Amalgamated Bank |
53,913 |
45,736 |
-8,177 |
-15.17% |
| Appleton Partners Inc. MA |
1,208 |
1,033 |
-175 |
-14.49% |
| Clarius Group LLC |
1,598 |
1,369 |
-229 |
-14.33% |
| Norway Savings Bank |
2,085 |
1,797 |
-288 |
-13.81% |
| Byrne Asset Management LLC |
757 |
653 |
-104 |
-13.74% |
| Moller Financial Services |
2,000 |
1,726 |
-274 |
-13.70% |
| West Paces Advisors Inc. |
3,515 |
3,037 |
-478 |
-13.60% |
| Ipswich Investment Management Co. Inc. |
3,650 |
3,155 |
-495 |
-13.56% |
| Trust Co |
111 |
96 |
-15 |
-13.51% |
| First Community Trust NA |
147 |
130 |
-17 |
-11.56% |
| True North Advisors LLC |
4,894 |
4,335 |
-559 |
-11.42% |
| Congress Wealth Management LLC DE |
7,826 |
6,937 |
-889 |
-11.36% |
| Meyer Handelman Co. |
42,748 |
38,068 |
-4,680 |
-10.95% |
| Mechanics Bank Trust Department |
1,128 |
1,010 |
-118 |
-10.46% |
| Astoria Portfolio Advisors LLC. |
1,251 |
1,125 |
-126 |
-10.07% |
| Fifth Third Bancorp |
182,570 |
164,595 |
-17,975 |
-9.85% |
| Peoples Financial Services CORP. |
8,205 |
7,410 |
-795 |
-9.69% |
| Cedar Brook Financial Partners LLC |
946 |
855 |
-91 |
-9.62% |
| Abner Herrman & Brock LLC |
38,925 |
35,334 |
-3,591 |
-9.23% |
| Threadgill Financial LLC |
2,281 |
2,082 |
-199 |
-8.72% |
| Grandview Asset Management LLC |
944 |
862 |
-82 |
-8.69% |
| Cypress Wealth Services LLC |
1,963 |
1,804 |
-159 |
-8.10% |
| Farmers Trust Co. |
1,055 |
970 |
-85 |
-8.06% |
| Milestone Asset Management LLC |
2,237 |
2,062 |
-175 |
-7.82% |
| Park Avenue Securities LLC |
4,680 |
4,318 |
-362 |
-7.74% |
| Adirondack Trust Co. |
1,085 |
1,009 |
-76 |
-7.00% |
| Brookstone Capital Management |
4,843 |
4,531 |
-312 |
-6.44% |
| Osher Van de Voorde Investment Management |
72,118 |
67,747 |
-4,371 |
-6.06% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
13,446 |
12,634 |
-812 |
-6.04% |
| Benin Management CORP |
1,234 |
1,162 |
-72 |
-5.83% |
| Moody National Bank Trust Division |
3,310 |
3,134 |
-176 |
-5.32% |
| Allred Capital Management LLC |
1,054 |
998 |
-56 |
-5.31% |
| Rosenberg Matthew Hamilton |
442 |
419 |
-23 |
-5.20% |
| Eads & Heald Wealth Management |
8,579 |
8,145 |
-434 |
-5.06% |
| Stratos Wealth Advisors LLC |
3,845 |
3,661 |
-184 |
-4.79% |
| Trust Co. of Toledo NA OH |
10,232 |
9,747 |
-485 |
-4.74% |
| Indiana Trust & Investment Management CO |
1,599 |
1,524 |
-75 |
-4.69% |
| Diversified Trust Co |
3,126 |
2,981 |
-145 |
-4.64% |
| Ferguson Wellman Capital Management Inc. |
2,569 |
2,455 |
-114 |
-4.44% |
| Bowman & Co S.C. |
5,368 |
5,134 |
-234 |
-4.36% |
| Chesley Taft & Associates LLC |
53,103 |
50,800 |
-2,303 |
-4.34% |
| Wendell David Associates Inc. |
16,470 |
15,781 |
-689 |
-4.18% |
| Hartford Investment Management Co. |
14,954 |
14,362 |
-592 |
-3.96% |
| PFW Advisors LLC |
3,771 |
3,626 |
-145 |
-3.85% |
| Sapient Capital LLC |
3,435 |
3,303 |
-132 |
-3.84% |
| Louisiana State Employees Retirement System |
13,400 |
12,900 |
-500 |
-3.73% |
| Atlas Brown Inc. |
1,350 |
1,300 |
-50 |
-3.70% |
| Krane Funds Advisors LLC |
1,902 |
1,834 |
-68 |
-3.58% |
| Bruce G. Allen Investments LLC |
364 |
351 |
-13 |
-3.57% |
| New Mexico Educational Retirement Board |
11,600 |
11,200 |
-400 |
-3.45% |
| Gulf International Bank UK Ltd |
19,808 |
19,145 |
-663 |
-3.35% |
| NovaPoint Capital LLC |
11,531 |
11,148 |
-383 |
-3.32% |
| Buffington Mohr McNeal |
32,062 |
31,164 |
-898 |
-2.80% |
| JJJ Advisors Inc. |
432 |
420 |
-12 |
-2.78% |
| Grimes & Company Inc. |
2,472 |
2,404 |
-68 |
-2.75% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
24,161 |
23,512 |
-649 |
-2.69% |
| Capital Investment Advisors LLC |
5,734 |
5,593 |
-141 |
-2.46% |
| Nations Financial Group Inc. IA ADV |
6,227 |
6,084 |
-143 |
-2.30% |
| Bath Savings Trust Co |
3,607 |
3,525 |
-82 |
-2.27% |
| Harbour Trust & Investment Management Co |
20,014 |
19,568 |
-446 |
-2.23% |
| Atticus Wealth Management LLC |
1,312 |
1,285 |
-27 |
-2.06% |
| State of Alaska Department of Revenue |
26,793 |
26,258 |
-535 |
-2.00% |
| Rowland & Co. Investment Counsel ADV |
1,563 |
1,533 |
-30 |
-1.92% |
| NorthCrest Asset Manangement LLC |
40,048 |
39,289 |
-759 |
-1.90% |
| Revolve Wealth Partners LLC |
2,076 |
2,037 |
-39 |
-1.88% |
| Stratos Wealth Partners LTD. |
30,748 |
30,173 |
-575 |
-1.87% |
| Azzad Asset Management Inc. ADV |
8,758 |
8,596 |
-162 |
-1.85% |
| Alpha Omega Wealth Management LLC |
3,445 |
3,382 |
-63 |
-1.83% |
| Main Street Financial Solutions LLC |
3,969 |
3,900 |
-69 |
-1.74% |
| Atlas Private Wealth Management |
1,120 |
1,103 |
-17 |
-1.52% |
| Los Angeles Capital Management & Equity Research Inc. |
1,124 |
1,107 |
-17 |
-1.51% |
| Boston Trust Walden Corp |
297,763 |
293,521 |
-4,242 |
-1.42% |
| IFM Investors Pty Ltd |
43,521 |
42,952 |
-569 |
-1.31% |
| US Asset Management LLC |
2,639 |
2,605 |
-34 |
-1.29% |
| Gateway Investment Advisers LLC |
4,333 |
4,277 |
-56 |
-1.29% |
| Oakworth Capital Inc. |
1,372 |
1,355 |
-17 |
-1.24% |
| Crescent Sterling Ltd. |
8,661 |
8,566 |
-95 |
-1.10% |
| Chatham Capital Group Inc. |
8,372 |
8,301 |
-71 |
-0.85% |
| Wolff Wiese Magana LLC |
146 |
145 |
-1 |
-0.68% |
| Beese Fulmer Investment Management Inc. |
10,310 |
10,248 |
-62 |
-0.60% |
| Farmers & Merchants Investments Inc. |
72,887 |
72,468 |
-419 |
-0.57% |
| Pinnacle Bank |
369 |
367 |
-2 |
-0.54% |
| Hurlow Wealth Management Group Inc. |
1,540 |
1,532 |
-8 |
-0.52% |
| Fidelity D & D Bancorp Inc. |
1,531 |
1,523 |
-8 |
-0.52% |
| Pallas Capital Advisors LLC |
2,651 |
2,639 |
-12 |
-0.45% |
| Uncommon Cents Investing LLC |
2,230 |
2,220 |
-10 |
-0.45% |
| Venturi Wealth Management LLC |
660 |
657 |
-3 |
-0.45% |
| Perennial Advisors LLC |
25,721 |
25,634 |
-87 |
-0.34% |
| Mather Group LLC. |
47,682 |
47,560 |
-122 |
-0.26% |
| Fruth Investment Management |
21,634 |
21,596 |
-38 |
-0.18% |
| Cox Capital Mgt LLC |
12,103 |
12,082 |
-21 |
-0.17% |
| Hall Laurie J Trustee |
8,160 |
8,155 |
-5 |
-0.06% |
| 13F Filers Exiting APD |
|---|
| Everpar Advisors LLC |
1,657 |
0 |
-1,657 |
-100.00% |
| River Street Advisors LLC |
3,172 |
0 |
-3,172 |
-100.00% |
| Guidance Capital Inc. |
2,346 |
0 |
-2,346 |
-100.00% |
| Zenyatta Capital Management LP |
22,000 |
0 |
-22,000 |
-100.00% |
| Level Financial Advisors Inc. |
264 |
0 |
-264 |
-100.00% |
| Hennion & Walsh Asset Management Inc. |
3,879 |
0 |
-3,879 |
-100.00% |
| Koss Olinger Consulting LLC |
1,894 |
0 |
-1,894 |
-100.00% |
| InTrack Investment Management Inc |
852 |
0 |
-852 |
-100.00% |
| Greystone Financial Group LLC |
19,659 |
0 |
-19,659 |
-100.00% |
| Bouvel Investment Partners LLC |
867 |
0 |
-867 |
-100.00% |
| Tennessee Valley Asset Management Partners |
23 |
0 |
-23 |
-100.00% |
| Jackson Square Capital LLC |
10,347 |
0 |
-10,347 |
-100.00% |
| Veracity Capital LLC |
896 |
0 |
-896 |
-100.00% |
| Royal Fund Management LLC |
3,624 |
0 |
-3,624 |
-100.00% |
| Total Clarity Wealth Management Inc. |
4,950 |
0 |
-4,950 |
-100.00% |
| Aprio Wealth Management LLC |
762 |
0 |
-762 |
-100.00% |
| PFG Private Wealth Management LLC |
37 |
0 |
-37 |
-100.00% |
| Arbor Trust Wealth Advisors LLC |
892 |
0 |
-892 |
-100.00% |
| Heartwood Wealth Advisors LLC |
798 |
0 |
-798 |
-100.00% |
| Kathmere Capital Management LLC |
778 |
0 |
-778 |
-100.00% |
| Coastal Investment Advisors Inc. |
797 |
0 |
-797 |
-100.00% |
| Occidental Asset Management LLC |
6,955 |
0 |
-6,955 |
-100.00% |
| Enterprise Bank & Trust Co |
812 |
0 |
-812 |
-100.00% |
| CX Institutional |
1,544 |
0 |
-1,544 |
-100.00% |
| G&S Capital LLC |
9,219 |
0 |
-9,219 |
-100.00% |
| 180 Wealth Advisors LLC |
1,560 |
0 |
-1,560 |
-100.00% |
| Measured Wealth Private Client Group LLC |
741 |
0 |
-741 |
-100.00% |
| Security National Bank |
100 |
0 |
-100 |
-100.00% |
| Synergy Financial Management LLC |
3,851 |
0 |
-3,851 |
-100.00% |
| Harfst & Associates Inc. |
8,460 |
0 |
-8,460 |
-100.00% |
| Trust Point Inc. |
899 |
0 |
-899 |
-100.00% |
| Compass Ion Advisors LLC |
4,718 |
0 |
-4,718 |
-100.00% |
| Hengehold Capital Management LLC |
810 |
0 |
-810 |
-100.00% |
| Legato Capital Management LLC |
6,300 |
0 |
-6,300 |
-100.00% |
| Arlington Partners LLC |
28 |
0 |
-28 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
9,586 |
0 |
-9,586 |
-100.00% |
| Woodmont Investment Counsel LLC |
826 |
0 |
-826 |
-100.00% |
| Albion Financial Group UT |
8 |
0 |
-8 |
-100.00% |
| Vaughan Nelson Investment Management L.P. |
12 |
0 |
-12 |
-100.00% |
| Matrix Asset Advisors Inc. NY |
61,099 |
0 |
-61,099 |
-100.00% |
| Moody Lynn & Lieberson LLC |
801 |
0 |
-801 |
-100.00% |
| Moseley Investment Management Inc. |
735 |
0 |
-735 |
-100.00% |
| Campbell Newman Asset Management Inc. |
57,180 |
0 |
-57,180 |
-100.00% |
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