| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing ATO Share Count |
|---|
| Cbre Clarion Securities LLC |
5,035 |
382,001 |
+376,966 |
+7486.91% |
| TruWealth Advisors LLC |
2,392 |
53,683 |
+51,291 |
+2144.27% |
| The PNC Financial Services Group Inc. |
45,445 |
652,874 |
+607,429 |
+1336.62% |
| JJJ Advisors Inc. |
109 |
618 |
+509 |
+466.97% |
| Smartleaf Asset Management LLC |
17 |
91 |
+74 |
+435.29% |
| Simplex Trading LLC |
182 |
776 |
+594 |
+326.37% |
| Covestor Ltd |
231 |
805 |
+574 |
+248.48% |
| Farmers & Merchants Investments Inc. |
96 |
288 |
+192 |
+200.00% |
| Entropy Technologies LP |
5,500 |
16,066 |
+10,566 |
+192.11% |
| Mackenzie Financial Corp |
35,039 |
91,831 |
+56,792 |
+162.08% |
| SG Americas Securities LLC |
11,338 |
28,884 |
+17,546 |
+154.75% |
| Chevy Chase Trust Holdings Inc. |
97,163 |
228,038 |
+130,875 |
+134.70% |
| Revisor Wealth Management LLC |
2,158 |
4,899 |
+2,741 |
+127.02% |
| KBC Group NV |
36,148 |
79,199 |
+43,051 |
+119.10% |
| Mizuho Markets Americas LLC |
41,621 |
90,737 |
+49,116 |
+118.01% |
| AdvisorNet Financial Inc |
31 |
66 |
+35 |
+112.90% |
| Steel Peak Wealth Management LLC |
8,447 |
16,814 |
+8,367 |
+99.05% |
| Castleview Partners LLC |
29 |
51 |
+22 |
+75.86% |
| Global Retirement Partners LLC |
293 |
492 |
+199 |
+67.92% |
| Creative Financial Designs Inc. ADV |
554 |
871 |
+317 |
+57.22% |
| Trust Co. of Vermont |
9,548 |
14,540 |
+4,992 |
+52.28% |
| Russell Investments Group Ltd. |
77,112 |
116,401 |
+39,289 |
+50.95% |
| Perpetual Ltd |
965,405 |
1,411,697 |
+446,292 |
+46.23% |
| Financial Partners Group LLC |
2,242 |
3,245 |
+1,003 |
+44.74% |
| Ontario Teachers Pension Plan Board |
65,315 |
93,466 |
+28,151 |
+43.10% |
| Merit Financial Group LLC |
2,719 |
3,786 |
+1,067 |
+39.24% |
| CBOE Vest Financial LLC |
247,048 |
332,627 |
+85,579 |
+34.64% |
| Sigma Planning Corp |
2,780 |
3,690 |
+910 |
+32.73% |
| Robeco Institutional Asset Management B.V. |
42,938 |
56,321 |
+13,383 |
+31.17% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
2,969 |
3,887 |
+918 |
+30.92% |
| Orion Portfolio Solutions LLC |
3,278 |
4,287 |
+1,009 |
+30.78% |
| DAVENPORT & Co LLC |
3,331 |
4,352 |
+1,021 |
+30.65% |
| Brown Brothers Harriman & Co. |
950 |
1,235 |
+285 |
+30.00% |
| CWM LLC |
4,491 |
5,764 |
+1,273 |
+28.35% |
| Forsta AP Fonden |
42,400 |
54,400 |
+12,000 |
+28.30% |
| Assenagon Asset Management S.A. |
237,529 |
301,083 |
+63,554 |
+26.76% |
| Gulf International Bank UK Ltd |
11,967 |
15,102 |
+3,135 |
+26.20% |
| JPMorgan Chase & Co. |
533,437 |
671,873 |
+138,436 |
+25.95% |
| Intech Investment Management LLC |
20,449 |
25,546 |
+5,097 |
+24.93% |
| Quent Capital LLC |
265 |
331 |
+66 |
+24.91% |
| Lindbrook Capital LLC |
234 |
290 |
+56 |
+23.93% |
| Capstone Investment Advisors LLC |
2,223 |
2,743 |
+520 |
+23.39% |
| CAPROCK Group Inc. |
2,647 |
3,243 |
+596 |
+22.52% |
| Mutual of America Capital Management LLC |
34,246 |
40,796 |
+6,550 |
+19.13% |
| First Horizon Advisors Inc. |
325 |
386 |
+61 |
+18.77% |
| Mitsubishi UFJ Kokusai Asset Management Co. Ltd. |
191,117 |
226,314 |
+35,197 |
+18.42% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
7,121 |
8,358 |
+1,237 |
+17.37% |
| Independent Advisor Alliance |
5,933 |
6,943 |
+1,010 |
+17.02% |
| BNP Paribas Arbitrage SA |
181,399 |
212,190 |
+30,791 |
+16.97% |
| Wiley BROS. Aintree Capital LLC |
4,802 |
5,573 |
+771 |
+16.06% |
| Veriti Management LLC |
4,503 |
5,196 |
+693 |
+15.39% |
| AIA Group Ltd |
4,426 |
5,105 |
+679 |
+15.34% |
| MAI Capital Management |
2,091 |
2,394 |
+303 |
+14.49% |
| Citigroup Inc. |
324,377 |
369,562 |
+45,185 |
+13.93% |
| Boston Trust Walden Corp |
224,717 |
255,888 |
+31,171 |
+13.87% |
| FFT Wealth Management LLC |
2,203 |
2,501 |
+298 |
+13.53% |
| Sei Investments Co. |
506,593 |
574,082 |
+67,489 |
+13.32% |
| Tortoise Investment Management LLC |
23 |
26 |
+3 |
+13.04% |
| Tectonic Advisors LLC |
2,763 |
3,093 |
+330 |
+11.94% |
| Spirit of America Management Corp NY |
2,600 |
2,900 |
+300 |
+11.54% |
| Oregon Public Employees Retirement Fund |
11,606 |
12,906 |
+1,300 |
+11.20% |
| Little House Capital LLC |
3,597 |
3,999 |
+402 |
+11.18% |
| Wells Fargo & Company MN |
1,191,537 |
1,320,641 |
+129,104 |
+10.84% |
| CWM Advisors LLC |
17,873 |
19,780 |
+1,907 |
+10.67% |
| Signaturefd LLC |
1,114 |
1,232 |
+118 |
+10.59% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
383,193 |
421,344 |
+38,151 |
+9.96% |
| M&T Bank Corp |
68,568 |
75,357 |
+6,789 |
+9.90% |
| Lake Street Financial LLC |
18,601 |
20,430 |
+1,829 |
+9.83% |
| GAMMA Investing LLC |
404 |
443 |
+39 |
+9.65% |
| Raymond James & Associates |
451,806 |
494,882 |
+43,076 |
+9.53% |
| Cambridge Investment Research Advisors Inc. |
24,696 |
26,884 |
+2,188 |
+8.86% |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS |
278,545 |
302,029 |
+23,484 |
+8.43% |
| Benjamin Edwards Inc. |
10,016 |
10,846 |
+830 |
+8.29% |
| Huntington National Bank |
291,045 |
314,711 |
+23,666 |
+8.13% |
| Cooke & Bieler LP |
1,347,311 |
1,455,351 |
+108,040 |
+8.02% |
| Mitsubishi UFJ Trust & Banking Corp |
91,225 |
97,986 |
+6,761 |
+7.41% |
| HB Wealth Management LLC |
1,737 |
1,863 |
+126 |
+7.25% |
| Rhumbline Advisers |
316,427 |
338,272 |
+21,845 |
+6.90% |
| DiNuzzo Private Wealth Inc. |
15 |
16 |
+1 |
+6.67% |
| Bell Investment Advisors Inc |
65 |
69 |
+4 |
+6.15% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
25,833 |
27,385 |
+1,552 |
+6.01% |
| Benjamin F. Edwards & Company Inc. |
237,522 |
251,620 |
+14,098 |
+5.94% |
| Delta Financial Advisors LLC |
8,850 |
9,366 |
+516 |
+5.83% |
| Altus Wealth Group LLC |
4,958 |
5,240 |
+282 |
+5.69% |
| ProShare Advisors LLC |
1,491,530 |
1,575,191 |
+83,661 |
+5.61% |
| Daiwa Securities Group Inc. |
20,183 |
21,266 |
+1,083 |
+5.37% |
| Ieq Capital LLC |
1,774 |
1,869 |
+95 |
+5.36% |
| Commerce Bank |
10,584 |
11,145 |
+561 |
+5.30% |
| Stratos Wealth Partners LTD. |
29,223 |
30,753 |
+1,530 |
+5.24% |
| Empowered Funds LLC |
41,240 |
43,310 |
+2,070 |
+5.02% |
| Mirae Asset Global Investments Co. Ltd. |
26,601 |
27,828 |
+1,227 |
+4.61% |
| Janney Montgomery Scott LLC |
170,267 |
177,970 |
+7,703 |
+4.52% |
| Mcdonald Partners LLC |
2,769 |
2,894 |
+125 |
+4.51% |
| Envestnet Portfolio Solutions Inc. |
2,991 |
3,122 |
+131 |
+4.38% |
| Alaska Permanent Fund Corp |
22,712 |
23,687 |
+975 |
+4.29% |
| Natixis Advisors L.P. |
73,208 |
76,220 |
+3,012 |
+4.11% |
| Bruce G. Allen Investments LLC |
414 |
431 |
+17 |
+4.11% |
| Empirical Finance LLC |
4,606 |
4,789 |
+183 |
+3.97% |
| Meeder Advisory Services Inc. |
3,108 |
3,225 |
+117 |
+3.76% |
| Park Avenue Securities LLC |
2,939 |
3,049 |
+110 |
+3.74% |
| Bahl & Gaynor Inc. |
236,259 |
244,991 |
+8,732 |
+3.70% |
| Charles Schwab Investment Management Inc. |
805,142 |
834,416 |
+29,274 |
+3.64% |
| Principal Financial Group Inc. |
210,641 |
218,083 |
+7,442 |
+3.53% |
| Maryland State Retirement & Pension System |
136,106 |
140,695 |
+4,589 |
+3.37% |
| Venturi Wealth Management LLC |
9,406 |
9,716 |
+310 |
+3.30% |
| Ashton Thomas Private Wealth LLC |
17,206 |
17,738 |
+532 |
+3.09% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. |
10,760 |
11,076 |
+316 |
+2.94% |
| TIAA Trust National Association |
3,509 |
3,612 |
+103 |
+2.94% |
| Van ECK Associates Corp |
36,047 |
37,095 |
+1,048 |
+2.91% |
| Allworth Financial LP |
628 |
643 |
+15 |
+2.39% |
| Principal Securities Inc. |
925 |
947 |
+22 |
+2.38% |
| Fifth Third Bancorp |
3,447 |
3,528 |
+81 |
+2.35% |
| Amarillo National Bank |
31,299 |
31,973 |
+674 |
+2.15% |
| IFM Investors Pty Ltd |
46,824 |
47,832 |
+1,008 |
+2.15% |
| Bfsg LLC |
11,220 |
11,456 |
+236 |
+2.10% |
| Czech National Bank |
26,008 |
26,540 |
+532 |
+2.05% |
| Whittier Trust Co. of Nevada Inc. |
6,535 |
6,663 |
+128 |
+1.96% |
| Butensky & Cohen Financial Security Inc. |
40,377 |
41,169 |
+792 |
+1.96% |
| Strategy Asset Managers LLC |
2,360 |
2,406 |
+46 |
+1.95% |
| Yousif Capital Management LLC |
88,148 |
89,864 |
+1,716 |
+1.95% |
| BlackRock Inc. |
12,840,345 |
13,076,333 |
+235,988 |
+1.84% |
| Geneos Wealth Management Inc. |
744 |
757 |
+13 |
+1.75% |
| Retirement Systems of Alabama |
32,727 |
33,293 |
+566 |
+1.73% |
| Texas Permanent School Fund |
30,662 |
31,182 |
+520 |
+1.70% |
| Arizona State Retirement System |
40,804 |
41,487 |
+683 |
+1.67% |
| Tokio Marine Asset Management Co. Ltd. |
3,799 |
3,861 |
+62 |
+1.63% |
| Treasurer of the State of North Carolina |
101,990 |
103,645 |
+1,655 |
+1.62% |
| Blair William & Co. IL |
2,514 |
2,554 |
+40 |
+1.59% |
| Legacy Financial Strategies LLC |
21,023 |
21,357 |
+334 |
+1.59% |
| DNB Asset Management AS |
31,479 |
31,942 |
+463 |
+1.47% |
| State of Michigan Retirement System |
48,010 |
48,710 |
+700 |
+1.46% |
| Victory Capital Management Inc. |
168,344 |
170,700 |
+2,356 |
+1.40% |
| Candriam Luxembourg S.C.A. |
18,985 |
19,233 |
+248 |
+1.31% |
| Spire Wealth Management |
536 |
543 |
+7 |
+1.31% |
| CIBC Asset Management Inc |
63,058 |
63,877 |
+819 |
+1.30% |
| Standard Life Aberdeen plc |
80,845 |
81,844 |
+999 |
+1.24% |
| Diversified Trust Co |
1,948 |
1,969 |
+21 |
+1.08% |
| New York State Teachers Retirement System |
135,401 |
136,750 |
+1,349 |
+1.00% |
| MV Capital Management Inc. |
109 |
110 |
+1 |
+0.92% |
| Thomasville National Bank |
12,658 |
12,767 |
+109 |
+0.86% |
| Oak Asset Management LLC |
3,185 |
3,210 |
+25 |
+0.78% |
| Albert D Mason Inc. |
9,753 |
9,825 |
+72 |
+0.74% |
| Cambiar Investors LLC |
102,580 |
103,295 |
+715 |
+0.70% |
| Gleason Group Inc. |
2,010 |
2,024 |
+14 |
+0.70% |
| Whittier Trust Co. |
19,040 |
19,169 |
+129 |
+0.68% |
| Walker Asset Management LLC |
2,482 |
2,499 |
+17 |
+0.68% |
| Vanguard Group Inc. |
19,344,837 |
19,472,036 |
+127,199 |
+0.66% |
| Manchester Capital Management LLC |
1,777 |
1,788 |
+11 |
+0.62% |
| CI Private Wealth LLC |
32,545 |
32,737 |
+192 |
+0.59% |
| HighTower Advisors LLC |
62,885 |
63,213 |
+328 |
+0.52% |
| Bath Savings Trust Co |
5,860 |
5,889 |
+29 |
+0.49% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
24,180 |
24,285 |
+105 |
+0.43% |
| Raymond James Financial Services Advisors Inc. |
66,123 |
66,362 |
+239 |
+0.36% |
| Dorsey & Whitney Trust CO LLC |
2,378 |
2,386 |
+8 |
+0.34% |
| CENTRAL TRUST Co |
2,131 |
2,138 |
+7 |
+0.33% |
| Texas Yale Capital Corp. |
34,304 |
34,414 |
+110 |
+0.32% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
13,201 |
13,242 |
+41 |
+0.31% |
| Private Advisor Group LLC |
7,133 |
7,154 |
+21 |
+0.29% |
| Cary Street Partners Investment Advisory LLC |
2,015 |
2,016 |
+1 |
+0.05% |
| Jamison Private Wealth Management Inc. |
20,300 |
20,311 |
+11 |
+0.05% |
| Phillips Financial Management LLC |
25,051 |
25,060 |
+9 |
+0.04% |
| Bartlett & CO. Wealth Management LLC |
3,836 |
3,837 |
+1 |
+0.03% |
| Avantax Advisory Services Inc. |
49,723 |
49,729 |
+6 |
+0.01% |
| 13F Filers Reporting New Positions In ATO |
|---|
| BNP Paribas |
0 |
1,841 |
+1,841 |
+100% |
| Miller Howard Investments Inc. NY |
0 |
30,097 |
+30,097 |
+100% |
| Hartline Investment Corp |
0 |
3,887 |
+3,887 |
+100% |
| Tompkins Financial Corp |
0 |
750 |
+750 |
+100% |
| Jupiter Asset Management Ltd. |
0 |
15,784 |
+15,784 |
+100% |
| CIBC Private Wealth Group LLC |
0 |
1,005 |
+1,005 |
+100% |
| Yorktown Management & Research Co Inc |
0 |
2,250 |
+2,250 |
+100% |
| Cypress Capital Group |
0 |
8,373 |
+8,373 |
+100% |
| Campbell & CO Investment Adviser LLC |
0 |
9,546 |
+9,546 |
+100% |
| Susquehanna Fundamental Investments LLC |
0 |
137,257 |
+137,257 |
+100% |
| Community Financial Services Group LLC |
0 |
6,393 |
+6,393 |
+100% |
| Riverview Trust Co |
0 |
123 |
+123 |
+100% |
| Silver Lake Advisory LLC |
0 |
7,648 |
+7,648 |
+100% |
| Capital Advisors Ltd. LLC |
0 |
7 |
+7 |
+100% |
| MCF Advisors LLC |
0 |
5 |
+5 |
+100% |
| Horizon Financial Services LLC |
0 |
4 |
+4 |
+100% |
| Resources Investment Advisors LLC. |
0 |
2,091 |
+2,091 |
+100% |
| CX Institutional |
0 |
11,596 |
+11,596 |
+100% |
| FORA Capital LLC |
0 |
25,321 |
+25,321 |
+100% |
| Unigestion Holding SA |
0 |
29,631 |
+29,631 |
+100% |
| SlateStone Wealth LLC |
0 |
7,434 |
+7,434 |
+100% |
| M&G Plc |
0 |
276,819 |
+276,819 |
+100% |
| Goodwin Investment Advisory |
0 |
118 |
+118 |
+100% |
| TFC Financial Management |
0 |
1 |
+1 |
+100% |
| GoalVest Advisory LLC |
0 |
6,817 |
+6,817 |
+100% |
| NewEdge Wealth LLC |
0 |
1,902 |
+1,902 |
+100% |
| Quest Partners LLC |
0 |
16,696 |
+16,696 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
191 |
+191 |
+100% |
| EnRich Financial Partners LLC |
0 |
125 |
+125 |
+100% |
| Significant Wealth Partners LLC |
0 |
1,739 |
+1,739 |
+100% |
| Ausbil Investment Management Ltd |
0 |
38,915 |
+38,915 |
+100% |
| PFG Investments LLC |
0 |
2,290 |
+2,290 |
+100% |
| Pinnacle West Asset Management Inc. |
0 |
1,885 |
+1,885 |
+100% |
| Empower Advisory Group LLC |
0 |
4,348 |
+4,348 |
+100% |
| Norden Group LLC |
0 |
22,792 |
+22,792 |
+100% |
| Northwest Financial Advisors |
0 |
14 |
+14 |
+100% |
| Central Pacific Bank Trust Division |
0 |
3,630 |
+3,630 |
+100% |
| Diversify Advisory Services LLC |
0 |
30,223 |
+30,223 |
+100% |
| Sienna Gestion |
0 |
45,772 |
+45,772 |
+100% |
| Hilltop National Bank |
0 |
1,503 |
+1,503 |
+100% |
| Mediolanum International Funds Ltd |
0 |
2,802 |
+2,802 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Adams Diversified Equity Fund Inc. |
97,300 |
97,300 |
UNCH |
0.00% |
| Cullen Frost Bankers Inc. |
872 |
872 |
UNCH |
0.00% |
| Sentry Investment Management LLC |
778 |
778 |
UNCH |
0.00% |
| First Financialcorp IN |
400 |
400 |
UNCH |
0.00% |
| Proequities Inc. |
40 |
40 |
UNCH |
0.00% |
| Citizens Financial Group Inc RI |
27,529 |
27,529 |
UNCH |
0.00% |
| South State CORP. |
1,380 |
1,380 |
UNCH |
0.00% |
| Montag A & Associates Inc. |
49 |
49 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
200 |
200 |
UNCH |
0.00% |
| New Mexico Educational Retirement Board |
7,500 |
7,500 |
UNCH |
0.00% |
| NBT Bank N A NY |
122 |
122 |
UNCH |
0.00% |
| Smith Shellnut Wilson LLC ADV |
1,998 |
1,998 |
UNCH |
0.00% |
| Smithfield Trust Co. |
565 |
565 |
UNCH |
0.00% |
| Patten & Patten Inc. TN |
2,102 |
2,102 |
UNCH |
0.00% |
| Chilton Capital Management LLC |
1,824 |
1,824 |
UNCH |
0.00% |
| Great Lakes Advisors LLC |
2,364 |
2,364 |
UNCH |
0.00% |
| Moody National Bank Trust Division |
5,650 |
5,650 |
UNCH |
0.00% |
| Proffitt & Goodson Inc. |
367 |
367 |
UNCH |
0.00% |
| Mainstay Capital Management LLC ADV |
3,457 |
3,457 |
UNCH |
0.00% |
| Buckhead Capital Management LLC |
15,470 |
15,470 |
UNCH |
0.00% |
| Hyman Charles D |
2,925 |
2,925 |
UNCH |
0.00% |
| Hollencrest Capital Management |
183 |
183 |
UNCH |
0.00% |
| First United Bank Trust |
18 |
18 |
UNCH |
0.00% |
| Nordea Investment Management AB |
6,774 |
6,774 |
UNCH |
0.00% |
| Private Trust Co. NA |
218 |
218 |
UNCH |
0.00% |
| Motco |
1,390 |
1,390 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
48 |
48 |
UNCH |
0.00% |
| WestEnd Advisors LLC |
2 |
2 |
UNCH |
0.00% |
| BKD Wealth Advisors LLC |
2,658 |
2,658 |
UNCH |
0.00% |
| AMG National Trust Bank |
8,900 |
8,900 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
150 |
150 |
UNCH |
0.00% |
| Fruth Investment Management |
11,266 |
11,266 |
UNCH |
0.00% |
| Plante Moran Financial Advisors LLC |
661 |
661 |
UNCH |
0.00% |
| Sandy Spring Bank |
401 |
401 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
86 |
86 |
UNCH |
0.00% |
| TCTC Holdings LLC |
10,100 |
10,100 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
300 |
300 |
UNCH |
0.00% |
| Adviser Investments LLC |
4,429 |
4,429 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
100 |
100 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
68 |
68 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
2,300 |
2,300 |
UNCH |
0.00% |
| FinTrust Capital Advisors LLC |
47 |
47 |
UNCH |
0.00% |
| Mitchell Mcleod Pugh & Williams Inc. |
3,417 |
3,417 |
UNCH |
0.00% |
| Patten Group Inc. |
2,500 |
2,500 |
UNCH |
0.00% |
| First Personal Financial Services |
790 |
790 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
120 |
120 |
UNCH |
0.00% |
| First PREMIER Bank |
196 |
196 |
UNCH |
0.00% |
| Alpha Omega Wealth Management LLC |
2,162 |
2,162 |
UNCH |
0.00% |
| Institutional & Family Asset Management LLC |
20 |
20 |
UNCH |
0.00% |
| Mitsubishi UFJ Asset Management UK Ltd. |
6,000 |
6,000 |
UNCH |
0.00% |
| Symmetry Partners LLC |
1,876 |
1,876 |
UNCH |
0.00% |
| Achmea Investment Management B.V. |
43,345 |
43,345 |
UNCH |
0.00% |
| Pinnacle Bank |
881 |
881 |
UNCH |
0.00% |
| Fulcrum Capital LLC |
4,100 |
4,100 |
UNCH |
0.00% |
| 17 Capital Partners LLC |
10,961 |
10,961 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
271 |
271 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
55 |
55 |
UNCH |
0.00% |
| Versant Capital Management Inc |
185 |
185 |
UNCH |
0.00% |
| Cornell Pochily Investment Advisors Inc. |
1,800 |
1,800 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
403 |
403 |
UNCH |
0.00% |
| PSI Advisors LLC |
191 |
191 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
38 |
38 |
UNCH |
0.00% |
| Avion Wealth |
5 |
5 |
UNCH |
0.00% |
| Birch Capital Management LLC |
1,518 |
1,518 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
50 |
50 |
UNCH |
0.00% |
| Tsfg LLC |
27 |
27 |
UNCH |
0.00% |
| Key Financial Inc |
74 |
74 |
UNCH |
0.00% |
| CVA Family Office LLC |
80 |
80 |
UNCH |
0.00% |
| Archer Investment Corp |
2,320 |
2,320 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
1,134 |
1,134 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
17 |
17 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
3 |
3 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
14 |
14 |
UNCH |
0.00% |
| Red Tortoise LLC |
46 |
46 |
UNCH |
0.00% |
| City State Bank |
26 |
26 |
UNCH |
0.00% |
| SS&H Financial Advisors Inc. |
5,850 |
5,850 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
500 |
500 |
UNCH |
0.00% |
| GDS Wealth Management |
4,306 |
4,306 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
176 |
176 |
UNCH |
0.00% |
| Slocum Gordon & Co LLP |
500 |
500 |
UNCH |
0.00% |
| Tyche Wealth Partners LLC |
5,430 |
5,430 |
UNCH |
0.00% |
| Cetera Trust Company N.A |
550 |
550 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
113 |
113 |
UNCH |
0.00% |
| Rakuten Securities Inc. |
1 |
1 |
UNCH |
0.00% |
| Sachetta LLC |
31 |
31 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
48 |
48 |
UNCH |
0.00% |
| MGB Wealth Management LLC |
2,505 |
2,505 |
UNCH |
0.00% |
| JBR Co Financial Management Inc |
5,038 |
5,038 |
UNCH |
0.00% |
| 13F Filers Decreasing ATO Share Count |
|---|
| ORG Partners LLC |
2,087 |
128 |
-1,959 |
-93.87% |
| GW&K Investment Management LLC |
57 |
4 |
-53 |
-92.98% |
| Headlands Technologies LLC |
2,557 |
196 |
-2,361 |
-92.33% |
| Wealth Enhancement Advisory Services LLC |
50,610 |
9,065 |
-41,545 |
-82.09% |
| Park Place Capital Corp |
538 |
139 |
-399 |
-74.16% |
| Ronald Blue Trust Inc. |
1,110 |
296 |
-814 |
-73.33% |
| Trust Point Inc. |
6,104 |
2,825 |
-3,279 |
-53.72% |
| Kesler Norman & Wride LLC |
15,294 |
7,101 |
-8,193 |
-53.57% |
| Gradient Investments LLC |
2,331 |
1,265 |
-1,066 |
-45.73% |
| Everpar Advisors LLC |
8,635 |
4,769 |
-3,866 |
-44.77% |
| Gateway Investment Advisers LLC |
34,536 |
20,398 |
-14,138 |
-40.94% |
| Hexagon Capital Partners LLC |
45 |
27 |
-18 |
-40.00% |
| Independence Bank of Kentucky |
12,875 |
7,873 |
-5,002 |
-38.85% |
| Susquehanna International Group LLP |
62,548 |
39,413 |
-23,135 |
-36.99% |
| Compass Wealth Management LLC |
825 |
525 |
-300 |
-36.36% |
| Tributary Capital Management LLC |
3,540 |
2,280 |
-1,260 |
-35.59% |
| Illinois Municipal Retirement Fund |
138,150 |
94,670 |
-43,480 |
-31.47% |
| First National Bank of Omaha |
32,300 |
22,236 |
-10,064 |
-31.16% |
| Advisor Group Holdings Inc. |
25,012 |
17,401 |
-7,611 |
-30.43% |
| Concurrent Investment Advisors LLC |
7,268 |
5,078 |
-2,190 |
-30.13% |
| Smith Group Asset Management LLC |
58,830 |
41,330 |
-17,500 |
-29.75% |
| Vontobel Holding Ltd. |
6,258 |
4,424 |
-1,834 |
-29.31% |
| Everett Harris & Co. CA |
3,422 |
2,422 |
-1,000 |
-29.22% |
| Nisa Investment Advisors LLC |
65,446 |
47,840 |
-17,606 |
-26.90% |
| New England Capital Financial Advisors LLC |
132 |
97 |
-35 |
-26.52% |
| Dearborn Partners LLC |
375,105 |
277,446 |
-97,659 |
-26.04% |
| Apollon Wealth Management LLC |
6,915 |
5,253 |
-1,662 |
-24.03% |
| NovaPoint Capital LLC |
6,221 |
4,728 |
-1,493 |
-24.00% |
| Coston McIsaac & Partners |
96 |
73 |
-23 |
-23.96% |
| Dai Ichi Life Insurance Company Ltd |
42,750 |
32,668 |
-10,082 |
-23.58% |
| SPF Beheer BV |
404,119 |
309,128 |
-94,991 |
-23.51% |
| Oppenheimer Asset Management Inc. |
21,037 |
16,431 |
-4,606 |
-21.89% |
| Lbmc Investment Advisors LLC |
3,745 |
2,996 |
-749 |
-20.00% |
| SC&H Financial Advisors Inc. |
3,522 |
2,824 |
-698 |
-19.82% |
| UMB Bank N A MO |
1,526 |
1,226 |
-300 |
-19.66% |
| Amalgamated Bank |
38,291 |
30,856 |
-7,435 |
-19.42% |
| Allred Capital Management LLC |
4,335 |
3,585 |
-750 |
-17.30% |
| Citizens National Bank Trust Department |
150 |
125 |
-25 |
-16.67% |
| Eagle Bay Advisors LLC |
246 |
206 |
-40 |
-16.26% |
| BLB&B Advisors LLC |
2,730 |
2,290 |
-440 |
-16.12% |
| US Bancorp DE |
9,123 |
7,659 |
-1,464 |
-16.05% |
| Financial Management Professionals Inc. |
78 |
66 |
-12 |
-15.38% |
| State of New Jersey Common Pension Fund D |
65,848 |
55,832 |
-10,016 |
-15.21% |
| Oppenheimer & Co. Inc. |
31,395 |
26,941 |
-4,454 |
-14.19% |
| Argent Trust Co |
2,891 |
2,489 |
-402 |
-13.91% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
1,700 |
1,500 |
-200 |
-11.76% |
| Godsey & Gibb Associates |
2,147 |
1,897 |
-250 |
-11.64% |
| Tortoise Index Solutions LLC |
184,117 |
162,817 |
-21,300 |
-11.57% |
| JustInvest LLC |
9,495 |
8,402 |
-1,093 |
-11.51% |
| CHURCHILL MANAGEMENT Corp |
37,945 |
33,634 |
-4,311 |
-11.36% |
| Exchange Traded Concepts LLC |
188,780 |
168,247 |
-20,533 |
-10.88% |
| State of Alaska Department of Revenue |
29,704 |
26,509 |
-3,195 |
-10.76% |
| Massmutual Trust Co. FSB ADV |
134 |
120 |
-14 |
-10.45% |
| Pacer Advisors Inc. |
37,215 |
33,598 |
-3,617 |
-9.72% |
| Scout Investments Inc. |
255,309 |
230,486 |
-24,823 |
-9.72% |
| Trustmark National Bank Trust Department |
2,044 |
1,854 |
-190 |
-9.30% |
| Reaves W H & Co. Inc. |
562,622 |
511,480 |
-51,142 |
-9.09% |
| Pensionfund Sabic |
11,500 |
10,500 |
-1,000 |
-8.70% |
| Teacher Retirement System of Texas |
115,208 |
105,372 |
-9,836 |
-8.54% |
| Jacobi Capital Management LLC |
9,374 |
8,610 |
-764 |
-8.15% |
| Mn Services Vermogensbeheer B.V. |
66,200 |
61,000 |
-5,200 |
-7.85% |
| Sontag Advisory LLC |
11,661 |
10,761 |
-900 |
-7.72% |
| Kingsview Wealth Management LLC |
2,052 |
1,906 |
-146 |
-7.12% |
| Hennessy Advisors Inc. |
197,186 |
183,286 |
-13,900 |
-7.05% |
| Lincoln National Corp |
2,405 |
2,245 |
-160 |
-6.65% |
| TD Asset Management Inc. |
497,010 |
464,094 |
-32,916 |
-6.62% |
| Bank of New York Mellon Corp |
1,027,468 |
959,607 |
-67,861 |
-6.60% |
| Allspring Global Investments Holdings LLC |
154,275 |
144,148 |
-10,127 |
-6.56% |
| Securian Asset Management Inc |
9,310 |
8,715 |
-595 |
-6.39% |
| Horizon Investment Services LLC |
3,072 |
2,876 |
-196 |
-6.38% |
| State Board of Administration of Florida Retirement System |
165,872 |
155,461 |
-10,411 |
-6.28% |
| Profund Advisors LLC |
6,002 |
5,630 |
-372 |
-6.20% |
| QRG Capital Management Inc. |
3,450 |
3,240 |
-210 |
-6.09% |
| Novare Capital Management LLC |
4,925 |
4,625 |
-300 |
-6.09% |
| Zurcher Kantonalbank Zurich Cantonalbank |
24,279 |
22,813 |
-1,466 |
-6.04% |
| OLD National Bancorp IN |
5,555 |
5,233 |
-322 |
-5.80% |
| First Hawaiian Bank |
6,586 |
6,246 |
-340 |
-5.16% |
| BI Asset Management Fondsmaeglerselskab A S |
8,481 |
8,062 |
-419 |
-4.94% |
| New York State Common Retirement Fund |
347,050 |
330,402 |
-16,648 |
-4.80% |
| Greenleaf Trust |
2,300 |
2,191 |
-109 |
-4.74% |
| VisionPoint Advisory Group LLC |
494 |
471 |
-23 |
-4.66% |
| Kestra Private Wealth Services LLC |
2,123 |
2,025 |
-98 |
-4.62% |
| First Dallas Securities Inc. |
5,788 |
5,542 |
-246 |
-4.25% |
| Thoroughbred Financial Services LLC |
3,595 |
3,444 |
-151 |
-4.20% |
| Procyon Private Wealth Partners LLC |
5,637 |
5,407 |
-230 |
-4.08% |
| LPL Financial LLC |
71,292 |
68,462 |
-2,830 |
-3.97% |
| Wealthfront Advisers LLC |
5,897 |
5,671 |
-226 |
-3.83% |
| Sfmg LLC |
1,083,849 |
1,049,968 |
-33,881 |
-3.13% |
| Panagora Asset Management Inc. |
23,208 |
22,492 |
-716 |
-3.09% |
| Stock Yards Bank & Trust Co. |
2,713 |
2,630 |
-83 |
-3.06% |
| Assetmark Inc. |
1,001 |
972 |
-29 |
-2.90% |
| Cognios Beta Neutral Large Cap Fund LP |
3,481 |
3,382 |
-99 |
-2.84% |
| Swiss National Bank |
464,300 |
451,800 |
-12,500 |
-2.69% |
| Asset Management One Co. Ltd. |
133,143 |
129,629 |
-3,514 |
-2.64% |
| Hartford Investment Management Co. |
10,028 |
9,765 |
-263 |
-2.62% |
| Credit Suisse AG |
436,565 |
425,107 |
-11,458 |
-2.62% |
| Parallel Advisors LLC |
1,341 |
1,306 |
-35 |
-2.61% |
| Cantor Fitzgerald Investment Adviser L.P. |
148,135 |
144,574 |
-3,561 |
-2.40% |
| Portside Wealth Group LLC |
2,462 |
2,405 |
-57 |
-2.32% |
| Chicago Partners Investment Group LLC |
5,759 |
5,629 |
-130 |
-2.26% |
| Louisiana State Employees Retirement System |
9,000 |
8,800 |
-200 |
-2.22% |
| Jackson Creek Investment Advisors LLC |
2,651 |
2,593 |
-58 |
-2.19% |
| GPS Wealth Strategies Group LLC |
6,982 |
6,829 |
-153 |
-2.19% |
| New York Life Investment Management LLC |
21,043 |
20,588 |
-455 |
-2.16% |
| New Hampshire Trust |
3,990 |
3,905 |
-85 |
-2.13% |
| Atlantic Trust LLC |
4,752 |
4,667 |
-85 |
-1.79% |
| NBC Securities Inc. |
24,640 |
24,229 |
-411 |
-1.67% |
| Commonwealth Equity Services LLC |
22,410 |
22,051 |
-359 |
-1.60% |
| Sumitomo Mitsui Trust Holdings Inc. |
411,776 |
405,281 |
-6,495 |
-1.58% |
| Cornerstone Wealth Management LLC |
3,860 |
3,812 |
-48 |
-1.24% |
| BCM Advisors LLC |
42,829 |
42,329 |
-500 |
-1.17% |
| Parkside Financial Bank & Trust |
463 |
458 |
-5 |
-1.08% |
| Nicholas Hoffman & Company LLC. |
2,076 |
2,054 |
-22 |
-1.06% |
| Metis Global Partners LLC |
4,808 |
4,757 |
-51 |
-1.06% |
| Fulton Breakefield Broenniman LLC |
4,278 |
4,233 |
-45 |
-1.05% |
| California Public Employees Retirement System |
889,224 |
881,081 |
-8,143 |
-0.92% |
| Dimensional Fund Advisors LP |
603,270 |
597,717 |
-5,553 |
-0.92% |
| Checchi Capital Advisers LLC |
1,772 |
1,756 |
-16 |
-0.90% |
| DekaBank Deutsche Girozentrale |
47,427 |
47,194 |
-233 |
-0.49% |
| Edgemoor Investment Advisors Inc. |
30,444 |
30,294 |
-150 |
-0.49% |
| Contravisory Investment Management Inc. |
3,775 |
3,763 |
-12 |
-0.32% |
| TrinityPoint Wealth LLC |
7,046 |
7,026 |
-20 |
-0.28% |
| Johnson Investment Counsel Inc. |
19,329 |
19,278 |
-51 |
-0.26% |
| Partners Group Holding AG |
269,137 |
268,505 |
-632 |
-0.23% |
| Mather Group LLC. |
111,176 |
110,932 |
-244 |
-0.22% |
| Pinnacle Financial Partners Inc. |
5,267 |
5,266 |
-1 |
-0.02% |
| 13F Filers Exiting ATO |
|---|
| Turtle Creek Wealth Advisors LLC |
89 |
0 |
-89 |
-100.00% |
| West Paces Advisors Inc. |
6 |
0 |
-6 |
-100.00% |
| Susquehanna Portfolio Strategies LLC |
8,117 |
0 |
-8,117 |
-100.00% |
| Resurgent Financial Advisors LLC |
993 |
0 |
-993 |
-100.00% |
| Independent Wealth Network Inc. |
2,235 |
0 |
-2,235 |
-100.00% |
| Tennessee Valley Asset Management Partners |
34 |
0 |
-34 |
-100.00% |
| Inceptionr LLC |
7,522 |
0 |
-7,522 |
-100.00% |
| International Assets Investment Management LLC |
128,243 |
0 |
-128,243 |
-100.00% |
| Concord Wealth Partners |
500 |
0 |
-500 |
-100.00% |
| Banque Cantonale Vaudoise |
3,673 |
0 |
-3,673 |
-100.00% |
| Y Intercept Hong Kong Ltd |
22,952 |
0 |
-22,952 |
-100.00% |
| Prestige Wealth Management Group LLC |
5 |
0 |
-5 |
-100.00% |
| Princeton Global Asset Management LLC |
27 |
0 |
-27 |
-100.00% |
| Oak Thistle LLC |
2,872 |
0 |
-2,872 |
-100.00% |
| Duality Advisers LP |
11,627 |
0 |
-11,627 |
-100.00% |
| Larson Financial Group LLC |
900 |
0 |
-900 |
-100.00% |
| Summit Global Investments |
10,292 |
0 |
-10,292 |
-100.00% |
| Kelman Lazarov Inc. |
1,761 |
0 |
-1,761 |
-100.00% |
| Integrated Advisors Network LLC |
5,165 |
0 |
-5,165 |
-100.00% |
| Glassman Wealth Services |
246 |
0 |
-246 |
-100.00% |
| Focused Wealth Management Inc |
676 |
0 |
-676 |
-100.00% |
| Advisory Services Network LLC |
686 |
0 |
-686 |
-100.00% |
| Capula Management Ltd |
3,179 |
0 |
-3,179 |
-100.00% |
| Raymond James Trust N.A. |
2,399 |
0 |
-2,399 |
-100.00% |
| ING Groep NV |
3,730 |
0 |
-3,730 |
-100.00% |
| Hazlett Burt & Watson Inc. |
20 |
0 |
-20 |
-100.00% |
HoldingsChannel.com
