| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing BP Share Count |
|---|
| Kessler Investment Group LLC |
5 |
2,682 |
+2,677 |
+53540.00% |
| West Branch Capital LLC |
151 |
901 |
+750 |
+496.69% |
| Allspring Global Investments Holdings LLC |
2,289 |
8,793 |
+6,504 |
+284.14% |
| Bogart Wealth LLC |
1,579 |
5,543 |
+3,964 |
+251.04% |
| Mcdonald Partners LLC |
9,636 |
19,086 |
+9,450 |
+98.07% |
| Allworth Financial LP |
9,506 |
17,641 |
+8,135 |
+85.58% |
| Indiana Trust & Investment Management CO |
910 |
1,575 |
+665 |
+73.08% |
| Zurcher Kantonalbank Zurich Cantonalbank |
4,149 |
7,007 |
+2,858 |
+68.88% |
| Wiley BROS. Aintree Capital LLC |
6,253 |
10,132 |
+3,879 |
+62.03% |
| BKD Wealth Advisors LLC |
11,345 |
18,346 |
+7,001 |
+61.71% |
| Financial Management Professionals Inc. |
496 |
731 |
+235 |
+47.38% |
| Aurum Wealth Management Group LLC |
7,149 |
10,302 |
+3,153 |
+44.10% |
| Willis Johnson & Associates Inc. |
66,720 |
94,975 |
+28,255 |
+42.35% |
| WASHINGTON TRUST Co |
160 |
219 |
+59 |
+36.88% |
| Farmers & Merchants Investments Inc. |
655 |
889 |
+234 |
+35.73% |
| Stonegate Investment Group LLC |
8,290 |
11,090 |
+2,800 |
+33.78% |
| CKW Financial Group |
328 |
428 |
+100 |
+30.49% |
| Bridge Creek Capital Management LLC |
6,500 |
8,325 |
+1,825 |
+28.08% |
| GAMMA Investing LLC |
2,169 |
2,755 |
+586 |
+27.02% |
| Fulton Bank N.A. |
10,247 |
12,328 |
+2,081 |
+20.31% |
| Richard P Slaughter Associates Inc |
77,366 |
92,442 |
+15,076 |
+19.49% |
| Ritholtz Wealth Management |
96,534 |
114,881 |
+18,347 |
+19.01% |
| OneAscent Financial Services LLC |
6,593 |
7,828 |
+1,235 |
+18.73% |
| Wesbanco Bank Inc. |
20,936 |
24,221 |
+3,285 |
+15.69% |
| American National Bank |
15,384 |
17,792 |
+2,408 |
+15.65% |
| Hennessy Advisors Inc. |
131,000 |
150,800 |
+19,800 |
+15.11% |
| Venturi Wealth Management LLC |
15,064 |
17,144 |
+2,080 |
+13.81% |
| Duncker Streett & Co. Inc. |
5,780 |
6,480 |
+700 |
+12.11% |
| Dakota Wealth Management |
6,299 |
6,996 |
+697 |
+11.07% |
| Valeo Financial Advisors LLC |
45,098 |
49,655 |
+4,557 |
+10.10% |
| Hartford Financial Management Inc. |
2,000 |
2,199 |
+199 |
+9.95% |
| InTrack Investment Management Inc |
18,097 |
19,823 |
+1,726 |
+9.54% |
| Naviter Wealth LLC |
59,647 |
65,097 |
+5,450 |
+9.14% |
| AlphaMark Advisors LLC |
2,835 |
3,085 |
+250 |
+8.82% |
| Bank of New York Mellon Corp |
349,376 |
379,501 |
+30,125 |
+8.62% |
| Park Avenue Securities LLC |
55,447 |
60,198 |
+4,751 |
+8.57% |
| Harbor Investment Advisory LLC |
1,588 |
1,718 |
+130 |
+8.19% |
| Toth Financial Advisory Corp |
2,031 |
2,182 |
+151 |
+7.43% |
| Trust Point Inc. |
11,242 |
12,076 |
+834 |
+7.42% |
| International Assets Investment Management LLC |
41,233 |
44,242 |
+3,009 |
+7.30% |
| CHICAGO TRUST Co NA |
13,902 |
14,902 |
+1,000 |
+7.19% |
| City State Bank |
4,370 |
4,681 |
+311 |
+7.12% |
| CWM LLC |
53,950 |
57,722 |
+3,772 |
+6.99% |
| Nicholas Hoffman & Company LLC. |
10,414 |
11,113 |
+699 |
+6.71% |
| CVA Family Office LLC |
463 |
494 |
+31 |
+6.70% |
| Royal Fund Management LLC |
36,500 |
38,824 |
+2,324 |
+6.37% |
| Advocate Group LLC |
143,084 |
151,664 |
+8,580 |
+6.00% |
| Bank of New Hampshire |
45,914 |
48,368 |
+2,454 |
+5.34% |
| Range Financial Group LLC |
20,108 |
21,179 |
+1,071 |
+5.33% |
| BKM Wealth Management LLC |
3,465 |
3,640 |
+175 |
+5.05% |
| Cyndeo Wealth Partners LLC |
38,492 |
40,377 |
+1,885 |
+4.90% |
| Neville Rodie & Shaw Inc. |
129,654 |
135,358 |
+5,704 |
+4.40% |
| First Hawaiian Bank |
18,718 |
19,469 |
+751 |
+4.01% |
| Berger Financial Group Inc |
6,048 |
6,279 |
+231 |
+3.82% |
| Natixis Advisors L.P. |
1,657,086 |
1,718,917 |
+61,831 |
+3.73% |
| Successful Portfolios LLC |
8,146 |
8,447 |
+301 |
+3.70% |
| Verdence Capital Advisors LLC |
36,059 |
37,355 |
+1,296 |
+3.59% |
| Legacy Wealth Asset Management LLC |
12,160 |
12,594 |
+434 |
+3.57% |
| Wealth Enhancement Advisory Services LLC |
210,760 |
218,103 |
+7,343 |
+3.48% |
| Accel Wealth Management |
10,421 |
10,771 |
+350 |
+3.36% |
| MONECO Advisors LLC |
13,133 |
13,552 |
+419 |
+3.19% |
| Baker Ellis Asset Management LLC |
128,987 |
132,377 |
+3,390 |
+2.63% |
| 180 Wealth Advisors LLC |
9,115 |
9,345 |
+230 |
+2.52% |
| Wedmont Private Capital |
6,439 |
6,601 |
+162 |
+2.52% |
| Signet Financial Management LLC |
105,595 |
108,250 |
+2,655 |
+2.51% |
| Butensky & Cohen Financial Security Inc. |
120,802 |
123,464 |
+2,662 |
+2.20% |
| Confluence Wealth Services Inc. |
10,258 |
10,468 |
+210 |
+2.05% |
| Country Club Bank GFN |
11,358 |
11,536 |
+178 |
+1.57% |
| Rosenberg Matthew Hamilton |
10,919 |
11,060 |
+141 |
+1.29% |
| Financial Partners Group LLC |
87,058 |
88,163 |
+1,105 |
+1.27% |
| Raymond James Trust N.A. |
78,363 |
79,337 |
+974 |
+1.24% |
| Fiduciary Alliance LLC |
16,395 |
16,584 |
+189 |
+1.15% |
| Keb Asset Management LLC |
9,183 |
9,286 |
+103 |
+1.12% |
| Investment Partners LTD. |
14,546 |
14,693 |
+147 |
+1.01% |
| TrueWealth Advisors LLC |
9,509 |
9,604 |
+95 |
+1.00% |
| Cullen Investment Group LTD. |
5,665 |
5,721 |
+56 |
+0.99% |
| CRA Financial Services LLC |
7,934 |
8,009 |
+75 |
+0.95% |
| Hedges Asset Management LLC |
85,899 |
86,499 |
+600 |
+0.70% |
| Kennedy Investment Group |
55,155 |
55,482 |
+327 |
+0.59% |
| NBT Bank N A NY |
9,206 |
9,244 |
+38 |
+0.41% |
| Vishria Bird Financial Group LLC |
146,972 |
147,548 |
+576 |
+0.39% |
| Oak Harvest Investment Services |
21,165 |
21,248 |
+83 |
+0.39% |
| Canal Insurance CO |
328,900 |
330,000 |
+1,100 |
+0.33% |
| Stableford Capital II LLC |
29,839 |
29,903 |
+64 |
+0.21% |
| Sivia Capital Partners LLC |
8,604 |
8,621 |
+17 |
+0.20% |
| Hexagon Capital Partners LLC |
10,332 |
10,345 |
+13 |
+0.13% |
| Allen Mooney & Barnes Investment Advisors LLC |
13,336 |
13,344 |
+8 |
+0.06% |
| BSW Wealth Partners |
10,687 |
10,691 |
+4 |
+0.04% |
| 13F Filers Reporting New Positions In BP |
|---|
| Romano Brothers AND Company |
0 |
5,385 |
+5,385 |
+100% |
| Godsey & Gibb Associates |
0 |
4 |
+4 |
+100% |
| Valicenti Advisory Services Inc. |
0 |
50,360 |
+50,360 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
7,670 |
+7,670 |
+100% |
| Cookson Peirce & Co. Inc. |
0 |
24,812 |
+24,812 |
+100% |
| Founders Financial Securities LLC |
0 |
21,013 |
+21,013 |
+100% |
| Bath Savings Trust Co |
0 |
5,592 |
+5,592 |
+100% |
| Northwest Investment Counselors LLC |
0 |
32 |
+32 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
182,812 |
+182,812 |
+100% |
| Catalyst Capital Advisors LLC |
0 |
14,000 |
+14,000 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
8,166 |
+8,166 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
6,616 |
+6,616 |
+100% |
| Vanguard Capital Wealth Advisors |
0 |
7,120 |
+7,120 |
+100% |
| Avondale Wealth Management |
0 |
3,000 |
+3,000 |
+100% |
| Main Street Financial Solutions LLC |
0 |
7,086 |
+7,086 |
+100% |
| Summit Financial LLC |
0 |
7,271 |
+7,271 |
+100% |
| Inscription Capital LLC |
0 |
10,675 |
+10,675 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
5,802 |
+5,802 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
2,818 |
+2,818 |
+100% |
| Aaron Wealth Advisors |
0 |
9,800 |
+9,800 |
+100% |
| Rise Advisors LLC |
0 |
1,623 |
+1,623 |
+100% |
| Iron Horse Wealth Management LLC |
0 |
343 |
+343 |
+100% |
| Foster Group Inc. |
0 |
5,869 |
+5,869 |
+100% |
| Ellsworth Advisors LLC |
0 |
26,410 |
+26,410 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
10,153 |
+10,153 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
245 |
+245 |
+100% |
| Simplicity Wealth LLC |
0 |
176,100 |
+176,100 |
+100% |
| Global Assets Advisory LLC |
0 |
58,276 |
+58,276 |
+100% |
| Drive Wealth Management LLC |
0 |
5,708 |
+5,708 |
+100% |
| Register Financial Advisors LLC |
0 |
193 |
+193 |
+100% |
| Mendota Financial Group LLC |
0 |
346 |
+346 |
+100% |
| PFG Investments LLC |
0 |
35,959 |
+35,959 |
+100% |
| Dupree Financial Group LLC |
0 |
8,182 |
+8,182 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
1,726 |
+1,726 |
+100% |
| Focus Financial Network Inc. |
0 |
10,201 |
+10,201 |
+100% |
| Accordant Advisory Group Inc |
0 |
37,152 |
+37,152 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
164 |
+164 |
+100% |
| Emprise Bank |
0 |
6,052 |
+6,052 |
+100% |
| Ashton Thomas Private Wealth LLC |
0 |
5,957 |
+5,957 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Equitable Trust Co. |
18,857 |
18,857 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
1,361 |
1,361 |
UNCH |
0.00% |
| Altfest L J & Co. Inc. |
6,081 |
6,081 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
8,391 |
8,391 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
1,020 |
1,020 |
UNCH |
0.00% |
| Barrett & Company Inc. |
1,597 |
1,597 |
UNCH |
0.00% |
| Delta Capital Management LLC |
80,430 |
80,430 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
10,586 |
10,586 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
2,692 |
2,692 |
UNCH |
0.00% |
| Hudson Valley Investment Advisors Inc. ADV |
8,609 |
8,609 |
UNCH |
0.00% |
| Osborne Partners Capital Management LLC |
21,477 |
21,477 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
7,188 |
7,188 |
UNCH |
0.00% |
| Norwood Financial Corp |
1,670 |
1,670 |
UNCH |
0.00% |
| Courier Capital LLC |
20,110 |
20,110 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
5,275 |
5,275 |
UNCH |
0.00% |
| Charter Trust Co. |
7,303 |
7,303 |
UNCH |
0.00% |
| Optimum Investment Advisors |
7,379 |
7,379 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
81,361 |
81,361 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
2,350 |
2,350 |
UNCH |
0.00% |
| Adirondack Trust Co. |
2,277 |
2,277 |
UNCH |
0.00% |
| Albion Financial Group UT |
316 |
316 |
UNCH |
0.00% |
| Sigma Investment Counselors Inc. |
8,334 |
8,334 |
UNCH |
0.00% |
| North Point Portfolio Managers Corp OH |
6,957 |
6,957 |
UNCH |
0.00% |
| Webster Bank N. A. |
180 |
180 |
UNCH |
0.00% |
| Cullinan Associates Inc. |
14,000 |
14,000 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
1,543 |
1,543 |
UNCH |
0.00% |
| Bangor Savings Bank |
1,151 |
1,151 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
528 |
528 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
937 |
937 |
UNCH |
0.00% |
| Fruth Investment Management |
12,192 |
12,192 |
UNCH |
0.00% |
| Cubic Asset Management LLC |
14,480 |
14,480 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
29,626 |
29,626 |
UNCH |
0.00% |
| Asset Allocation & Management Company LLC |
12,000 |
12,000 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
1,811 |
1,811 |
UNCH |
0.00% |
| United Asset Strategies Inc. |
7,150 |
7,150 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
500 |
500 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
4,970 |
4,970 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
6,638 |
6,638 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
82 |
82 |
UNCH |
0.00% |
| Allen Capital Group LLC |
14,111 |
14,111 |
UNCH |
0.00% |
| MCF Advisors LLC |
2,564 |
2,564 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
11,026 |
11,026 |
UNCH |
0.00% |
| MV Capital Management Inc. |
146 |
146 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
1,277 |
1,277 |
UNCH |
0.00% |
| Krilogy Financial LLC |
12,149 |
12,149 |
UNCH |
0.00% |
| Founders Capital Management |
323 |
323 |
UNCH |
0.00% |
| Sawyer & Company Inc |
1,314 |
1,314 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
882 |
882 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
700 |
700 |
UNCH |
0.00% |
| Murphy Middleton Hinkle & Parker Inc. |
77,009 |
77,009 |
UNCH |
0.00% |
| Versant Capital Management Inc |
1,000 |
1,000 |
UNCH |
0.00% |
| Wealth Alliance Advisory Group LLC |
25,757 |
25,757 |
UNCH |
0.00% |
| Chicago Capital LLC |
29,527 |
29,527 |
UNCH |
0.00% |
| Hurlow Wealth Management Group Inc. |
5,656 |
5,656 |
UNCH |
0.00% |
| Essex Savings Bank |
9,536 |
9,536 |
UNCH |
0.00% |
| Reitz Capital Advisors LLC |
11,745 |
11,745 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
6,348 |
6,348 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
283,148 |
283,148 |
UNCH |
0.00% |
| Financial Strategies Group Inc. |
9,000 |
9,000 |
UNCH |
0.00% |
| IFG Advisors LLC |
6,648 |
6,648 |
UNCH |
0.00% |
| Bay Rivers Group |
13,000 |
13,000 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
2,654 |
2,654 |
UNCH |
0.00% |
| Davis Capital Management |
150 |
150 |
UNCH |
0.00% |
| Jackson Square Capital LLC |
16,263 |
16,263 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
40 |
40 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
100 |
100 |
UNCH |
0.00% |
| TruWealth Advisors LLC |
6,936 |
6,936 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
1,534 |
1,534 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
483 |
483 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
765 |
765 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
7,227 |
7,227 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,974 |
1,974 |
UNCH |
0.00% |
| Sweet Financial Partners LLC |
10,083 |
10,083 |
UNCH |
0.00% |
| Pitti Group Wealth Management LLC |
25,127 |
25,127 |
UNCH |
0.00% |
| Mid American Wealth Advisory Group Inc. |
7,050 |
7,050 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
47 |
47 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
575 |
575 |
UNCH |
0.00% |
| BancFirst Trust & Investment Management |
10,017 |
10,017 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
4,579 |
4,579 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
5,598 |
5,598 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
1,541 |
1,541 |
UNCH |
0.00% |
| Dakota Community Bank & Trust NA |
4,020 |
4,020 |
UNCH |
0.00% |
| Stephens Consulting LLC |
685 |
685 |
UNCH |
0.00% |
| Lodestar Private Asset Management LLC |
8,271 |
8,271 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
6,010 |
6,010 |
UNCH |
0.00% |
| Financial Freedom LLC |
49 |
49 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
100 |
100 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
1,534 |
1,534 |
UNCH |
0.00% |
| Park Place Capital Corp |
258 |
258 |
UNCH |
0.00% |
| Silvia Mccoll Wealth Management LLC |
17,531 |
17,531 |
UNCH |
0.00% |
| CGC Financial Services LLC |
296 |
296 |
UNCH |
0.00% |
| Madison Park Capital Advisors LLC |
6,385 |
6,385 |
UNCH |
0.00% |
| WFA Asset Management Corp |
2,146 |
2,146 |
UNCH |
0.00% |
| White Wing Wealth Management |
13,481 |
13,481 |
UNCH |
0.00% |
| PFS Partners LLC |
857 |
857 |
UNCH |
0.00% |
| Financial Perspectives Inc |
680 |
680 |
UNCH |
0.00% |
| Sentry LLC |
12,920 |
12,920 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
100 |
100 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
21 |
21 |
UNCH |
0.00% |
| 13F Filers Decreasing BP Share Count |
|---|
| Country Trust Bank |
119 |
2 |
-117 |
-98.32% |
| M&R Capital Management Inc. |
8,320 |
200 |
-8,120 |
-97.60% |
| Sugarloaf Wealth Management LLC |
437 |
12 |
-425 |
-97.25% |
| Diversified Trust Co |
84,042 |
7,207 |
-76,835 |
-91.42% |
| Assenagon Asset Management S.A. |
496,386 |
45,708 |
-450,678 |
-90.79% |
| Financial Sense Advisors Inc. |
90,298 |
13,588 |
-76,710 |
-84.95% |
| Lindbrook Capital LLC |
22,688 |
5,874 |
-16,814 |
-74.11% |
| Gradient Investments LLC |
4,285 |
2,254 |
-2,031 |
-47.40% |
| Tradewinds Capital Management LLC |
3,698 |
2,048 |
-1,650 |
-44.62% |
| Aurora Private Wealth Inc. |
9,329 |
5,505 |
-3,824 |
-40.99% |
| AWM Capital LLC |
34,313 |
20,579 |
-13,734 |
-40.03% |
| Prospect Financial Services LLC |
80,156 |
49,602 |
-30,554 |
-38.12% |
| Pinnacle Bank |
690 |
461 |
-229 |
-33.19% |
| RFG Advisory LLC |
10,476 |
7,211 |
-3,265 |
-31.17% |
| Pacifica Partners Inc. |
1,060 |
730 |
-330 |
-31.13% |
| WS Portfolio Advisory LLC |
352,700 |
261,484 |
-91,216 |
-25.86% |
| Means Investment CO. Inc. |
8,641 |
6,421 |
-2,220 |
-25.69% |
| PSI Advisors LLC |
8,908 |
6,784 |
-2,124 |
-23.84% |
| Ridgewood Investments LLC |
9,253 |
7,075 |
-2,178 |
-23.54% |
| Sapient Capital LLC |
29,705 |
23,455 |
-6,250 |
-21.04% |
| First Financialcorp IN |
37,046 |
29,332 |
-7,714 |
-20.82% |
| AdvisorNet Financial Inc |
10,465 |
8,309 |
-2,156 |
-20.60% |
| Norden Group LLC |
34,816 |
27,676 |
-7,140 |
-20.51% |
| LongView Wealth Management |
9,302 |
7,503 |
-1,799 |
-19.34% |
| Wagner Wealth Management LLC |
13,579 |
11,200 |
-2,379 |
-17.52% |
| Tompkins Financial Corp |
1,788 |
1,488 |
-300 |
-16.78% |
| Mather Group LLC. |
22,422 |
18,807 |
-3,615 |
-16.12% |
| CENTRAL TRUST Co |
62,990 |
52,902 |
-10,088 |
-16.02% |
| Powers Advisory Group LLC |
8,918 |
7,492 |
-1,426 |
-15.99% |
| Fifth Third Bancorp |
67,794 |
57,100 |
-10,694 |
-15.77% |
| Eads & Heald Wealth Management |
6,877 |
5,854 |
-1,023 |
-14.88% |
| Cambridge Investment Research Advisors Inc. |
487,648 |
415,789 |
-71,859 |
-14.74% |
| ST Germain D J Co. Inc. |
4,943 |
4,232 |
-711 |
-14.38% |
| Brookstone Capital Management |
12,284 |
10,569 |
-1,715 |
-13.96% |
| Alpha Cubed Investments LLC |
9,212 |
8,043 |
-1,169 |
-12.69% |
| Arkfeld Wealth Strategies L.L.C. |
6,543 |
5,795 |
-748 |
-11.43% |
| Solstein Capital LLC |
65,877 |
58,519 |
-7,358 |
-11.17% |
| Wetzel Investment Advisors Inc. |
2,619 |
2,334 |
-285 |
-10.88% |
| Traveka Wealth LLC |
7,395 |
6,632 |
-763 |
-10.32% |
| Parsons Capital Management Inc. RI |
41,139 |
36,991 |
-4,148 |
-10.08% |
| Sound Income Strategies LLC |
6,607 |
5,953 |
-654 |
-9.90% |
| Raymond James Financial Services Advisors Inc. |
612,053 |
553,156 |
-58,897 |
-9.62% |
| Bfsg LLC |
24,675 |
22,385 |
-2,290 |
-9.28% |
| Manning & Napier Group LLC |
186,672 |
169,406 |
-17,266 |
-9.25% |
| OLD National Bancorp IN |
62,709 |
57,000 |
-5,709 |
-9.10% |
| Valley National Advisers Inc. |
1,723 |
1,573 |
-150 |
-8.71% |
| Atlas Brown Inc. |
44,632 |
40,821 |
-3,811 |
-8.54% |
| Traynor Capital Management Inc. |
5,942 |
5,453 |
-489 |
-8.23% |
| Arlington Trust Co LLC |
647 |
594 |
-53 |
-8.19% |
| SeaCrest Wealth Management LLC |
37,928 |
35,020 |
-2,908 |
-7.67% |
| Meyer Handelman Co. |
121,819 |
112,669 |
-9,150 |
-7.51% |
| Nations Financial Group Inc. IA ADV |
9,360 |
8,662 |
-698 |
-7.46% |
| Kingswood Wealth Advisors LLC |
8,187 |
7,593 |
-594 |
-7.26% |
| First PREMIER Bank |
3,841 |
3,566 |
-275 |
-7.16% |
| MKT Advisors LLC |
5,622 |
5,222 |
-400 |
-7.11% |
| Coastal Investment Advisors Inc. |
7,711 |
7,177 |
-534 |
-6.93% |
| Tsfg LLC |
3,695 |
3,449 |
-246 |
-6.66% |
| NBC Securities Inc. |
15,317 |
14,318 |
-999 |
-6.52% |
| Sumitomo Mitsui Trust Holdings Inc. |
120,779 |
112,921 |
-7,858 |
-6.51% |
| Woodstock Corp |
8,840 |
8,274 |
-566 |
-6.40% |
| Nilsine Partners LLC |
20,357 |
19,087 |
-1,270 |
-6.24% |
| Hunter Perkins Capital Management LLC |
33,363 |
31,338 |
-2,025 |
-6.07% |
| Spire Wealth Management |
11,913 |
11,213 |
-700 |
-5.88% |
| WESPAC Advisors SoCal LLC |
8,586 |
8,086 |
-500 |
-5.82% |
| Capital Investment Advisory Services LLC |
25,457 |
23,989 |
-1,468 |
-5.77% |
| Brown Advisory Inc. |
120,312 |
114,010 |
-6,302 |
-5.24% |
| Beese Fulmer Investment Management Inc. |
19,438 |
18,438 |
-1,000 |
-5.14% |
| Chapin Davis Inc. |
9,553 |
9,072 |
-481 |
-5.04% |
| First Financial Bank Trust Division |
28,340 |
27,056 |
-1,284 |
-4.53% |
| Atlas Capital Advisors LLC |
10,759 |
10,285 |
-474 |
-4.41% |
| Hendershot Investments Inc. |
9,188 |
8,788 |
-400 |
-4.35% |
| Stratos Wealth Partners LTD. |
67,258 |
64,463 |
-2,795 |
-4.16% |
| City Holding Co. |
7,570 |
7,264 |
-306 |
-4.04% |
| Bruce G. Allen Investments LLC |
6,185 |
5,953 |
-232 |
-3.75% |
| Strategic Blueprint LLC |
13,324 |
12,870 |
-454 |
-3.41% |
| Clarius Group LLC |
15,818 |
15,299 |
-519 |
-3.28% |
| Asset Dedication LLC |
4,184 |
4,051 |
-133 |
-3.18% |
| Chicago Partners Investment Group LLC |
13,114 |
12,714 |
-400 |
-3.05% |
| Busey Wealth Management |
14,799 |
14,393 |
-406 |
-2.74% |
| Compass Ion Advisors LLC |
6,333 |
6,165 |
-168 |
-2.65% |
| Saxon Interests Inc. |
15,203 |
14,811 |
-392 |
-2.58% |
| First National Bank |
5,813 |
5,663 |
-150 |
-2.58% |
| Clifford Swan Investment Counsel LLC |
236,529 |
230,509 |
-6,020 |
-2.55% |
| Moody National Bank Trust Division |
21,803 |
21,293 |
-510 |
-2.34% |
| Cooper Financial Group |
31,978 |
31,244 |
-734 |
-2.30% |
| Checchi Capital Advisers LLC |
20,710 |
20,249 |
-461 |
-2.23% |
| Clarus Group Inc. |
9,238 |
9,038 |
-200 |
-2.16% |
| Global Retirement Partners LLC |
42,218 |
41,390 |
-828 |
-1.96% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
7,004 |
6,884 |
-120 |
-1.71% |
| Capital Investment Advisors LLC |
13,705 |
13,486 |
-219 |
-1.60% |
| Acorn Creek Capital LLC |
5,798 |
5,708 |
-90 |
-1.55% |
| Regions Financial Corp |
136,597 |
134,476 |
-2,121 |
-1.55% |
| Private Trust Co. NA |
10,344 |
10,184 |
-160 |
-1.55% |
| Strategy Asset Managers LLC |
229,630 |
226,214 |
-3,416 |
-1.49% |
| Veriti Management LLC |
50,650 |
49,955 |
-695 |
-1.37% |
| Meridian Wealth Management LLC |
37,248 |
36,763 |
-485 |
-1.30% |
| Blue Chip Partners Inc. |
2,945 |
2,908 |
-37 |
-1.26% |
| Raymond James & Associates |
2,375,140 |
2,346,394 |
-28,746 |
-1.21% |
| CX Institutional |
9,962 |
9,859 |
-103 |
-1.03% |
| Peoples Financial Services CORP. |
5,406 |
5,353 |
-53 |
-0.98% |
| Ausdal Financial Partners Inc. |
33,504 |
33,189 |
-315 |
-0.94% |
| Xcel Wealth Management LLC |
10,698 |
10,598 |
-100 |
-0.93% |
| Cornerstone Wealth Management LLC |
18,522 |
18,353 |
-169 |
-0.91% |
| Lantz Financial LLC |
31,016 |
30,740 |
-276 |
-0.89% |
| Wedge Capital Management L L P NC |
500,704 |
496,818 |
-3,886 |
-0.78% |
| Foster & Motley Inc. |
25,449 |
25,266 |
-183 |
-0.72% |
| Investors Asset Management of Georgia Inc. GA ADV |
43,585 |
43,281 |
-304 |
-0.70% |
| Daymark Wealth Partners LLC |
14,332 |
14,236 |
-96 |
-0.67% |
| Cedar Brook Financial Partners LLC |
10,787 |
10,716 |
-71 |
-0.66% |
| LVW Advisors LLC |
15,614 |
15,519 |
-95 |
-0.61% |
| Eagle Rock Investment Company LLC |
8,673 |
8,623 |
-50 |
-0.58% |
| Greenfield Savings Bank |
6,456 |
6,427 |
-29 |
-0.45% |
| Oxinas Partners Wealth Management LLC |
18,949 |
18,878 |
-71 |
-0.37% |
| Accurate Wealth Management LLC |
11,638 |
11,597 |
-41 |
-0.35% |
| Edge Wealth Management LLC |
18,825 |
18,765 |
-60 |
-0.32% |
| Wallington Asset Management LLC |
264,901 |
264,088 |
-813 |
-0.31% |
| tru Independence LLC |
104,891 |
104,620 |
-271 |
-0.26% |
| Dynamic Advisor Solutions LLC |
21,458 |
21,408 |
-50 |
-0.23% |
| Canandaigua National Bank & Trust Co. |
5,994 |
5,981 |
-13 |
-0.22% |
| Monarch Capital Management Inc. |
23,168 |
23,167 |
-1 |
-0.00% |
| Kempner Capital Management Inc. |
186,086 |
186,079 |
-7 |
-0.00% |
| 13F Filers Exiting BP |
|---|
| KLR Investment Advisors LLC |
6,779 |
0 |
-6,779 |
-100.00% |
| Portman Square Capital LLP |
12,314 |
0 |
-12,314 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
385 |
0 |
-385 |
-100.00% |
| Congress Wealth Management LLC DE |
6,920 |
0 |
-6,920 |
-100.00% |
| SJS Investment Consulting Inc. |
27 |
0 |
-27 |
-100.00% |
| Level Financial Advisors Inc. |
83 |
0 |
-83 |
-100.00% |
| Oak Family Advisors LLC |
46,610 |
0 |
-46,610 |
-100.00% |
| Tennessee Valley Asset Management Partners |
1,562 |
0 |
-1,562 |
-100.00% |
| Advisor Resource Council |
11,111 |
0 |
-11,111 |
-100.00% |
| Disciplined Investments LLC |
10,575 |
0 |
-10,575 |
-100.00% |
| S.A. Mason LLC |
1,555 |
0 |
-1,555 |
-100.00% |
| Monticello Wealth Management LLC |
7,693 |
0 |
-7,693 |
-100.00% |
| Anderson Fisher LLC |
5,655 |
0 |
-5,655 |
-100.00% |
| Kovack Advisors Inc. |
49,462 |
0 |
-49,462 |
-100.00% |
| Marietta Wealth Management LLC |
18,311 |
0 |
-18,311 |
-100.00% |
| Cutler Group LP |
41,551 |
0 |
-41,551 |
-100.00% |
| Simplex Trading LLC |
226,137 |
0 |
-226,137 |
-100.00% |
| Arlington Partners LLC |
594 |
0 |
-594 |
-100.00% |
| Thompson Investment Management Inc. |
500 |
0 |
-500 |
-100.00% |
| Bourgeon Capital Management LLC |
1,689 |
0 |
-1,689 |
-100.00% |
| Park National Corp OH |
6,135 |
0 |
-6,135 |
-100.00% |
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