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CL Holdings Changes image
This page summarizes the CL holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether CL is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing CL Share Count
PSI Advisors LLC 7 355 +348 +4971.43%
Compagnie Lombard Odier SCmA 5,325 244,825 +239,500 +4497.65%
Rakuten Securities Inc. 14 387 +373 +2664.29%
United Asset Strategies Inc. 12,047 101,717 +89,670 +744.33%
Allspring Global Investments Holdings LLC 184,544 1,036,215 +851,671 +461.50%
Chemung Canal Trust Co. 17,109 88,667 +71,558 +418.25%
Simplicity Wealth LLC 8,084 37,691 +29,607 +366.24%
Autumn Glory Partners LLC 5,319 22,475 +17,156 +322.54%
Nelson Van Denburg & Campbell Wealth Management Group LLC 672 2,665 +1,993 +296.58%
SlateStone Wealth LLC 2,955 10,422 +7,467 +252.69%
Country Trust Bank 11 38 +27 +245.45%
BNP Paribas Arbitrage SA 505,318 1,520,976 +1,015,658 +200.99%
Zurcher Kantonalbank Zurich Cantonalbank 147,207 352,590 +205,383 +139.52%
Independence Bank of Kentucky 1,935 4,310 +2,375 +122.74%
Summit Global Investments 79,781 175,221 +95,440 +119.63%
DGS Capital Management LLC 2,622 5,510 +2,888 +110.14%
Revisor Wealth Management LLC 3,635 7,385 +3,750 +103.16%
Hussman Strategic Advisors Inc. 21,000 42,000 +21,000 +100.00%
Robeco Institutional Asset Management B.V. 931,074 1,817,796 +886,722 +95.24%
Harel Insurance Investments & Financial Services Ltd. 18,786 33,905 +15,119 +80.48%
Massmutual Trust Co. FSB ADV 2,340 3,978 +1,638 +70.00%
PFG Investments LLC 14,610 23,973 +9,363 +64.09%
Kessler Investment Group LLC 2,650 4,283 +1,633 +61.62%
True North Advisors LLC 18,044 28,493 +10,449 +57.91%
Kathmere Capital Management LLC 6,065 9,539 +3,474 +57.28%
Legend Financial Advisors Inc. 123 189 +66 +53.66%
TrimTabs Asset Management LLC 41,781 62,539 +20,758 +49.68%
Hexagon Capital Partners LLC 778 1,164 +386 +49.61%
Valued Wealth Advisors LLC 35 52 +17 +48.57%
Diversified Trust Co 54,382 80,614 +26,232 +48.24%
Wesbanco Bank Inc. 11,560 16,775 +5,215 +45.11%
Aviance Capital Partners LLC 2,550 3,650 +1,100 +43.14%
Pure Financial Advisors Inc. 3,587 5,001 +1,414 +39.42%
Stratos Wealth Advisors LLC 8,828 12,135 +3,307 +37.46%
USA Financial Portformulas Corp 4,358 5,988 +1,630 +37.40%
First Citizens Bank & Trust Co. 7,491 10,217 +2,726 +36.39%
Lake Street Financial LLC 3,234 4,402 +1,168 +36.12%
Adams Diversified Equity Fund Inc. 190,800 255,200 +64,400 +33.75%
Creative Financial Designs Inc. ADV 167 223 +56 +33.53%
Mission Wealth Management LP 3,189 4,162 +973 +30.51%
V Square Quantitative Management LLC 11,278 14,640 +3,362 +29.81%
Mirae Asset Global Investments Co. Ltd. 204,536 262,147 +57,611 +28.17%
Los Angeles Capital Management & Equity Research Inc. 80,747 103,128 +22,381 +27.72%
Hazlett Burt & Watson Inc. 2,892 3,667 +775 +26.80%
CBOE Vest Financial LLC 370,071 465,464 +95,393 +25.78%
Wambolt & Associates LLC 3,370 4,198 +828 +24.57%
Kovack Advisors Inc. 3,880 4,745 +865 +22.29%
Capstone Wealth Management Group LLC 7,580 9,250 +1,670 +22.03%
Park Avenue Securities LLC 6,116 7,368 +1,252 +20.47%
American National Bank 20,968 25,134 +4,166 +19.87%
GAMMA Investing LLC 4,320 5,178 +858 +19.86%
Concord Wealth Partners 5,933 7,096 +1,163 +19.60%
BKM Wealth Management LLC 7,027 8,381 +1,354 +19.27%
Capital Asset Advisory Services LLC 20,513 24,149 +3,636 +17.73%
Venturi Wealth Management LLC 4,298 5,009 +711 +16.54%
Natixis Advisors L.P. 199,985 232,607 +32,622 +16.31%
StonePine Asset Management Inc. 510,043 590,968 +80,925 +15.87%
Retirement Guys Formula LLC 6,360 7,340 +980 +15.41%
DekaBank Deutsche Girozentrale 1,337,546 1,517,319 +179,773 +13.44%
Summit Trail Advisors LLC 4,748 5,349 +601 +12.66%
Hengehold Capital Management LLC 3,230 3,630 +400 +12.38%
Central Bank & Trust Co. 1,383 1,544 +161 +11.64%
Global Retirement Partners LLC 4,993 5,534 +541 +10.84%
Wedmont Private Capital 5,338 5,916 +578 +10.83%
Exeter Financial LLC 12,015 13,230 +1,215 +10.11%
Donaldson Capital Management LLC 3,330 3,663 +333 +10.00%
Fulcrum Equity Management 4,259 4,683 +424 +9.96%
Gulf International Bank UK Ltd 79,476 87,008 +7,532 +9.48%
Fiera Capital Corp 1,128,448 1,225,701 +97,253 +8.62%
Atlantic Union Bankshares Corp 5,120 5,555 +435 +8.50%
Mayflower Financial Advisors LLC 9,136 9,912 +776 +8.49%
New York State Teachers Retirement System 841,011 901,879 +60,868 +7.24%
Sandy Cove Advisors LLC 15,481 16,597 +1,116 +7.21%
Raymond James & Associates 952,562 1,016,264 +63,702 +6.69%
Beacon Financial Advisory LLC 9,574 10,204 +630 +6.58%
First Affirmative Financial Network 3,563 3,793 +230 +6.46%
RFG Advisory LLC 4,982 5,299 +317 +6.36%
Trust Co. of Toledo NA OH 15,923 16,933 +1,010 +6.34%
Valeo Financial Advisors LLC 10,874 11,552 +678 +6.24%
Aaron Wealth Advisors 8,712 9,236 +524 +6.01%
American Capital Advisory LLC 484 513 +29 +5.99%
MONECO Advisors LLC 5,615 5,946 +331 +5.89%
Wealth Enhancement Advisory Services LLC 195,105 205,949 +10,844 +5.56%
Security Financial Services INC. 5,559 5,842 +283 +5.09%
Simon Quick Advisors LLC 5,400 5,673 +273 +5.06%
Ballentine Partners LLC 8,902 9,336 +434 +4.88%
Parkside Financial Bank & Trust 5,475 5,741 +266 +4.86%
KFG Wealth Management LLC 7,997 8,381 +384 +4.80%
Capital Advisors Ltd. LLC 738 773 +35 +4.74%
HB Wealth Management LLC 67,418 70,567 +3,149 +4.67%
Raymond James Financial Services Advisors Inc. 253,868 265,361 +11,493 +4.53%
Carmichael Hill & Associates Inc. 2,583 2,699 +116 +4.49%
JJJ Advisors Inc. 719 751 +32 +4.45%
Silvant Capital Management LLC 13,535 14,125 +590 +4.36%
Cornerstone Wealth Management LLC 7,170 7,463 +293 +4.09%
Hartford Financial Management Inc. 1,474 1,534 +60 +4.07%
CWM LLC 22,289 23,178 +889 +3.99%
Capital Advisory Group Advisory Services LLC 3,856 4,008 +152 +3.94%
Proequities Inc. 13,128 13,627 +499 +3.80%
Private Trust Co. NA 10,796 11,195 +399 +3.70%
Claro Advisors LLC 19,637 20,334 +697 +3.55%
Liberty One Investment Management LLC 47,480 49,103 +1,623 +3.42%
AMI Asset Management Corp 404,547 418,126 +13,579 +3.36%
Fjarde AP Fonden Fourth Swedish National Pension Fund 197,289 203,889 +6,600 +3.35%
Wealthfront Advisers LLC 90,116 93,117 +3,001 +3.33%
Horizon Wealth Management LLC 4,386 4,525 +139 +3.17%
Lindbrook Capital LLC 6,108 6,292 +184 +3.01%
Hanson & Doremus Investment Management 6,429 6,619 +190 +2.96%
Conning Inc. 401,293 412,790 +11,497 +2.86%
Wealthcare Advisory Partners LLC 3,404 3,500 +96 +2.82%
Somerset Trust Co 23,281 23,913 +632 +2.71%
Massachusetts Wealth Management 13,172 13,522 +350 +2.66%
Alaska Permanent Fund Corp 150,892 154,713 +3,821 +2.53%
Ritholtz Wealth Management 48,443 49,645 +1,202 +2.48%
Jamison Private Wealth Management Inc. 572 586 +14 +2.45%
Relyea Zuckerberg Hanson LLC 3,422 3,504 +82 +2.40%
Patten Group Inc. 17,079 17,477 +398 +2.33%
Strategy Asset Managers LLC 3,811 3,896 +85 +2.23%
Bruce G. Allen Investments LLC 4,884 4,993 +109 +2.23%
Miracle Mile Advisors LLC 3,206 3,276 +70 +2.18%
Aurum Wealth Management Group LLC 3,124 3,188 +64 +2.05%
Monterey Private Wealth Inc. 2,949 3,007 +58 +1.97%
Safeguard Financial LLC 2,862 2,917 +55 +1.92%
Wetzel Investment Advisors Inc. 2,173 2,214 +41 +1.89%
Jag Capital Management LLC 32,376 32,979 +603 +1.86%
Benjamin F. Edwards & Company Inc. 96,136 97,873 +1,737 +1.81%
Legacy Trust 6,809 6,925 +116 +1.70%
Principal Financial Group Inc. 946,114 961,882 +15,768 +1.67%
Cornerstone Wealth Group LLC 39,986 40,635 +649 +1.62%
Chicago Partners Investment Group LLC 5,384 5,469 +85 +1.58%
Sound Income Strategies LLC 2,149 2,182 +33 +1.54%
Checchi Capital Advisers LLC 7,711 7,829 +118 +1.53%
PDS Planning Inc 2,774 2,816 +42 +1.51%
Capital Insight Partners LLC 28,961 29,364 +403 +1.39%
Griffin Asset Management Inc. 16,916 17,150 +234 +1.38%
Wiley BROS. Aintree Capital LLC 17,643 17,885 +242 +1.37%
Principle Wealth Partners LLC 7,139 7,237 +98 +1.37%
Sovereign Financial Group Inc. 3,625 3,671 +46 +1.27%
Sugarloaf Wealth Management LLC 82 83 +1 +1.22%
Farmers & Merchants Investments Inc. 35,950 36,381 +431 +1.20%
Apeiron RIA LLC 6,709 6,781 +72 +1.07%
Brown Advisory Inc. 159,650 161,146 +1,496 +0.94%
Well Done LLC 28,231 28,492 +261 +0.92%
Leavell Investment Management Inc. 53,159 53,623 +464 +0.87%
Pinnacle Wealth Management Advisory Group LLC 11,612 11,708 +96 +0.83%
Macroview Investment Management LLC 122 123 +1 +0.82%
Zullo Investment Group Inc. 3,198 3,224 +26 +0.81%
Palisade Asset Management LLC 122,804 123,713 +909 +0.74%
Daymark Wealth Partners LLC 22,444 22,608 +164 +0.73%
Douglas Lane & Associates LLC 21,684 21,836 +152 +0.70%
Omnia Family Wealth LLC 5,576 5,615 +39 +0.70%
Lantz Financial LLC 19,915 20,050 +135 +0.68%
Veracity Capital LLC 7,618 7,668 +50 +0.66%
Brookstone Capital Management 16,607 16,705 +98 +0.59%
Fortune Financial Advisors LLC 2,939 2,956 +17 +0.58%
Legacy Wealth Asset Management LLC 9,239 9,292 +53 +0.57%
Gleason Group Inc. 4,101 4,124 +23 +0.56%
WFA Asset Management Corp 356 358 +2 +0.56%
S.A. Mason LLC 3,257 3,274 +17 +0.52%
Planning Capital Management Corp 194 195 +1 +0.52%
Kennedy Investment Group 13,076 13,140 +64 +0.49%
Czech National Bank 144,200 144,873 +673 +0.47%
CX Institutional 4,416 4,436 +20 +0.45%
Procyon Private Wealth Partners LLC 4,012 4,030 +18 +0.45%
Pacifica Partners Inc. 37,151 37,304 +153 +0.41%
Aurora Private Wealth Inc. 13,388 13,441 +53 +0.40%
Powers Advisory Group LLC 9,406 9,444 +38 +0.40%
Evanson Asset Management LLC 8,566 8,598 +32 +0.37%
Secure Asset Management LLC 2,683 2,693 +10 +0.37%
Carret Asset Management LLC 16,214 16,266 +52 +0.32%
Rempart Asset Management Inc. 264,505 265,340 +835 +0.32%
Investment Partners LTD. 3,876 3,888 +12 +0.31%
Orser Capital Management LLC 23,789 23,861 +72 +0.30%
Patriot Financial Group Insurance Agency LLC 3,053 3,061 +8 +0.26%
GHE LLC 20,577 20,631 +54 +0.26%
Central Valley Advisors LLC 3,030 3,038 +8 +0.26%
BCM Advisors LLC 45,732 45,842 +110 +0.24%
Coston McIsaac & Partners 7,421 7,439 +18 +0.24%
Range Financial Group LLC 10,388 10,412 +24 +0.23%
Greenleaf Trust 32,354 32,426 +72 +0.22%
CVA Family Office LLC 2,869 2,875 +6 +0.21%
Grimes & Company Inc. 12,171 12,194 +23 +0.19%
Allen Mooney & Barnes Investment Advisors LLC 3,863 3,870 +7 +0.18%
Investment Advisory Services Inc. TX ADV 5,444 5,452 +8 +0.15%
Retirement Systems of Alabama 181,464 181,732 +268 +0.15%
Bogart Wealth LLC 6,994 7,001 +7 +0.10%
Cary Street Partners Asset Management LLC 11,392 11,403 +11 +0.10%
State of Michigan Retirement System 225,429 225,629 +200 +0.09%
Cary Street Partners Investment Advisory LLC 18,590 18,603 +13 +0.07%
ST Germain D J Co. Inc. 16,899 16,907 +8 +0.05%
Mcdonald Partners LLC 9,996 10,001 +5 +0.05%
Cyndeo Wealth Partners LLC 11,569 11,575 +6 +0.05%
Aspire Private Capital LLC 2,498 2,499 +1 +0.04%
Kowal Investment Group LLC 5,546 5,548 +2 +0.04%
Wallington Asset Management LLC 70,935 70,957 +22 +0.03%
Congress Wealth Management LLC DE 142,092 142,134 +42 +0.03%
13F Filers Reporting New Positions In CL
L.M. Kohn & Company 0 2,308 +2,308 +100%
Chapin Davis Inc. 0 2,411 +2,411 +100%
Moody Lynn & Lieberson LLC 0 2,304 +2,304 +100%
American National Bank & Trust Co. VA 0 7,961 +7,961 +100%
First Interstate Bank 0 2,300 +2,300 +100%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 0 16,294 +16,294 +100%
Deroy & Devereaux Private Investment Counsel Inc. 0 2,275 +2,275 +100%
Westend Capital Management LLC 0 75 +75 +100%
Atlas Brown Inc. 0 2,374 +2,374 +100%
Montecito Bank & Trust 0 3,809 +3,809 +100%
Confluence Investment Management LLC 0 1,450,553 +1,450,553 +100%
Hourglass Capital LLC 0 2,300 +2,300 +100%
IMC Chicago LLC 0 12,780 +12,780 +100%
LS Investment Advisors LLC 0 2,381 +2,381 +100%
Mesirow Financial Investment Management Inc. 0 45,412 +45,412 +100%
Silver Lake Advisory LLC 0 6,243 +6,243 +100%
Stanley Laman Group Ltd. 0 2,487 +2,487 +100%
Community Bank & Trust Waco Texas 0 2,300 +2,300 +100%
Grove Bank & Trust 0 4,330 +4,330 +100%
AustralianSuper Pty Ltd 0 106,248 +106,248 +100%
Camden National Bank 0 2,419 +2,419 +100%
SpiderRock Advisors LLC 0 33,714 +33,714 +100%
CLARET ASSET MANAGEMENT Corp 0 2,479 +2,479 +100%
Winthrop Advisory Group LLC 0 2,274 +2,274 +100%
Compton Wealth Advisory Group LLC 0 2,352 +2,352 +100%
Ellis Investment Partners LLC 0 2,473 +2,473 +100%
Inscription Capital LLC 0 36,425 +36,425 +100%
Vista Wealth Management Group LLC 0 2,514 +2,514 +100%
Meadow Creek Wealth Advisors LLC 0 13,897 +13,897 +100%
First Pacific Financial 0 60 +60 +100%
Rise Advisors LLC 0 418 +418 +100%
Opal Wealth Advisors LLC 0 2,472 +2,472 +100%
Collective Family Office LLC 0 2,291 +2,291 +100%
Robbins Farley LLC 0 970 +970 +100%
Fermata Advisors LLC 0 2,254 +2,254 +100%
Howard Capital Management Group LLC 0 2,333 +2,333 +100%
Epic Trust Investment Advisors LLC 0 2,494 +2,494 +100%
Smith Group Asset Management LLC 0 42,300 +42,300 +100%
Fifth Third Wealth Advisors LLC 0 2,721 +2,721 +100%
Buttonwood Financial Advisors Inc. 0 2,475 +2,475 +100%
Prosperity Consulting Group LLC 0 3,115 +3,115 +100%
Confluence Wealth Services Inc. 0 4,987 +4,987 +100%
Sutton Place Investors LLC 0 2,247 +2,247 +100%
Global Assets Advisory LLC 0 38,919 +38,919 +100%
Vinland Capital Management Gestora de Recursos LTDA. 0 16,924 +16,924 +100%
Register Financial Advisors LLC 0 537 +537 +100%
Park Edge Advisors LLC 0 2,451 +2,451 +100%
Cultivar Capital Inc. 0 2,245 +2,245 +100%
Norden Group LLC 0 5,907 +5,907 +100%
Focus Financial Network Inc. 0 4,987 +4,987 +100%
Accordant Advisory Group Inc 0 260 +260 +100%
Diversify Advisory Services LLC 0 10,227 +10,227 +100%
13F Filers With Unchanged Share Count
Stonebridge Capital Management Inc. 4,880 4,880 UNCH 0.00%
Montag & Caldwell LLC 2,548 2,548 UNCH 0.00%
Altfest L J & Co. Inc. 3,602 3,602 UNCH 0.00%
First National Bank 4,758 4,758 UNCH 0.00%
First National Corp MA ADV 4,534 4,534 UNCH 0.00%
ZWJ Investment Counsel Inc. 3,482 3,482 UNCH 0.00%
Capital Advisors Inc. OK 9,452 9,452 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 5,275 5,275 UNCH 0.00%
Folger Nolan Fleming Douglas Capital Management Inc. 5,434 5,434 UNCH 0.00%
Barrett & Company Inc. 300 300 UNCH 0.00%
Monarch Capital Management Inc. 7,289 7,289 UNCH 0.00%
Stephenson National Bank & Trust 1,832 1,832 UNCH 0.00%
Smith Shellnut Wilson LLC ADV 3,577 3,577 UNCH 0.00%
Tompkins Financial Corp 4,700 4,700 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 2,630 2,630 UNCH 0.00%
Lawson Kroeker Investment Management Inc. NE 5,692 5,692 UNCH 0.00%
Parsons Capital Management Inc. RI 15,467 15,467 UNCH 0.00%
Schaper Benz & Wise Investment Counsel Inc. WI 3,600 3,600 UNCH 0.00%
Optimum Investment Advisors 250 250 UNCH 0.00%
Spirit of America Management Corp NY 1,500 1,500 UNCH 0.00%
Amarillo National Bank 5,991 5,991 UNCH 0.00%
LVM Capital Management Ltd. MI 3,200 3,200 UNCH 0.00%
Sanders Morris Harris LLC 4,475 4,475 UNCH 0.00%
Jacobs & Co. CA 7,938 7,938 UNCH 0.00%
Schulhoff & Co. Inc. 5,334 5,334 UNCH 0.00%
Sigma Investment Counselors Inc. 3,152 3,152 UNCH 0.00%
Parthenon LLC 27,486 27,486 UNCH 0.00%
Marino Stram & Associates LLC 6,191 6,191 UNCH 0.00%
Burke & Herbert Bank & Trust Co. 5,500 5,500 UNCH 0.00%
Webster Bank N. A. 1,958 1,958 UNCH 0.00%
Independent Investors Inc. 28,133 28,133 UNCH 0.00%
Northstar Asset Management LLC 3,730 3,730 UNCH 0.00%
Chesley Taft & Associates LLC 8,841 8,841 UNCH 0.00%
First United Bank Trust 960 960 UNCH 0.00%
Thompson Investment Management Inc. 3,045 3,045 UNCH 0.00%
MeadowBrook Investment Advisors LLC 1,800 1,800 UNCH 0.00%
BOK Financial Private Wealth Inc. 793 793 UNCH 0.00%
Violich Capital Management Inc. 5,610 5,610 UNCH 0.00%
First National Bank & Trust Co. of Newtown 4,429 4,429 UNCH 0.00%
AlphaMark Advisors LLC 1,200 1,200 UNCH 0.00%
Hunter Associates Investment Management LLC 9,994 9,994 UNCH 0.00%
Horrell Capital Management Inc. 36 36 UNCH 0.00%
LaFleur & Godfrey LLC 4,800 4,800 UNCH 0.00%
Reik & CO. LLC 9,020 9,020 UNCH 0.00%
BLB&B Advisors LLC 4,233 4,233 UNCH 0.00%
Fruth Investment Management 2,700 2,700 UNCH 0.00%
Atlas Capital Advisors LLC 48 48 UNCH 0.00%
Cohen Klingenstein LLC 180,368 180,368 UNCH 0.00%
McKinley Carter Wealth Services Inc. 4,700 4,700 UNCH 0.00%
Drexel Morgan & Co. 28,820 28,820 UNCH 0.00%
Bright Rock Capital Management LLC 124,000 124,000 UNCH 0.00%
Perkins Coie Trust Co 651 651 UNCH 0.00%
Reliant Investment Management LLC 3,800 3,800 UNCH 0.00%
Alta Advisers Ltd 2,300 2,300 UNCH 0.00%
Annex Advisory Services LLC 3,421 3,421 UNCH 0.00%
Windsor Capital Management LLC 4,143 4,143 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 1,946 1,946 UNCH 0.00%
AMF Pensionsforsakring AB 216,126 216,126 UNCH 0.00%
Financial Management Professionals Inc. 1,016 1,016 UNCH 0.00%
JNBA Financial Advisors 1,177 1,177 UNCH 0.00%
Lowe Wealth Advisors LLC 100 100 UNCH 0.00%
Oakworth Capital Inc. 2,955 2,955 UNCH 0.00%
Field & Main Bank 975 975 UNCH 0.00%
New England Research & Management Inc. 8,288 8,288 UNCH 0.00%
Keystone Financial Planning Inc. 8,875 8,875 UNCH 0.00%
R.H. Dinel Investment Counsel Inc. 28,425 28,425 UNCH 0.00%
Private Ocean LLC 1,533 1,533 UNCH 0.00%
St. Johns Investment Management Company LLC 1,580 1,580 UNCH 0.00%
Trust Co 207 207 UNCH 0.00%
Lincoln Capital LLC 10,077 10,077 UNCH 0.00%
Westhampton Capital LLC 12,210 12,210 UNCH 0.00%
Klingman & Associates LLC 3,363 3,363 UNCH 0.00%
Integrated Investment Consultants LLC 2,890 2,890 UNCH 0.00%
Baker Chad R 51,200 51,200 UNCH 0.00%
Legacy Bridge LLC 64 64 UNCH 0.00%
GenTrust LLC 3,596 3,596 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 670 670 UNCH 0.00%
Symmetry Partners LLC 5,779 5,779 UNCH 0.00%
Pinnacle Bank 1,506 1,506 UNCH 0.00%
Security National Bank 100 100 UNCH 0.00%
Global Trust Asset Management LLC 406 406 UNCH 0.00%
Northwest Capital Management Inc 201 201 UNCH 0.00%
Essex Savings Bank 13,082 13,082 UNCH 0.00%
Centric Wealth Management 19,592 19,592 UNCH 0.00%
Galibier Capital Management Ltd. 1,200 1,200 UNCH 0.00%
Princeton Global Asset Management LLC 248 248 UNCH 0.00%
Wesleyan Assurance Society 141,842 141,842 UNCH 0.00%
Arden Trust Co 4,417 4,417 UNCH 0.00%
Carolina Wealth Advisors LLC 74 74 UNCH 0.00%
Charles Schwab Trust Co 5,500 5,500 UNCH 0.00%
Heartwood Wealth Advisors LLC 4,626 4,626 UNCH 0.00%
Maryland State Retirement & Pension System 63,886 63,886 UNCH 0.00%
BCS Wealth Management 12,791 12,791 UNCH 0.00%
Epiq Partners LLC 6,400 6,400 UNCH 0.00%
Atticus Wealth Management LLC 196 196 UNCH 0.00%
Tsfg LLC 1,175 1,175 UNCH 0.00%
Bellevue Asset Management LLC 700 700 UNCH 0.00%
Key Financial Inc 1,039 1,039 UNCH 0.00%
Cardinal Strategic Wealth Guidance 5,918 5,918 UNCH 0.00%
Alhambra Investment Partners LLC 3,600 3,600 UNCH 0.00%
Center for Financial Planning Inc. 22,299 22,299 UNCH 0.00%
Trust Co of Kansas 13,736 13,736 UNCH 0.00%
Affinity Capital Advisors LLC 3,305 3,305 UNCH 0.00%
Davis Capital Management 113 113 UNCH 0.00%
StrongBox Wealth LLC 22,585 22,585 UNCH 0.00%
Fortis Group Advisors LLC 2,861 2,861 UNCH 0.00%
Jeppson Wealth Management LLC 3,524 3,524 UNCH 0.00%
Baron Financial Group LLC 3,490 3,490 UNCH 0.00%
Wolff Wiese Magana LLC 215 215 UNCH 0.00%
Gimbal Financial 3,210 3,210 UNCH 0.00%
Hoese & Co LLP 285 285 UNCH 0.00%
Bennett Selby Investments LP 2,884 2,884 UNCH 0.00%
Bond & Devick Financial Network Inc. 2,576 2,576 UNCH 0.00%
Fountainhead AM LLC 3,276 3,276 UNCH 0.00%
Bradley & Co. Private Wealth Management LLC 846 846 UNCH 0.00%
C2C Wealth Management LLC 3,840 3,840 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 2,622 2,622 UNCH 0.00%
Cross Staff Investments Inc 4,800 4,800 UNCH 0.00%
Stone Point Wealth LLC 2,740 2,740 UNCH 0.00%
City State Bank 1,284 1,284 UNCH 0.00%
Intelligent Financial Strategies 273 273 UNCH 0.00%
O ROURKE & COMPANY Inc 3,845 3,845 UNCH 0.00%
Global Wealth Strategies & Associates 100 100 UNCH 0.00%
Smallwood Wealth Investment Management LLC 4,649 4,649 UNCH 0.00%
Keating Wealth Management LLC 3,000 3,000 UNCH 0.00%
Seaside Wealth Management Inc. 3,515 3,515 UNCH 0.00%
Armstrong Advisory Group Inc. 7,140 7,140 UNCH 0.00%
Presilium Private Wealth LLC 10,023 10,023 UNCH 0.00%
GDS Wealth Management 8,452 8,452 UNCH 0.00%
Cardinal Point Capital Management ULC 5,110 5,110 UNCH 0.00%
Trifecta Capital Advisors LLC 18 18 UNCH 0.00%
HTG Investment Advisors Inc. 8,152 8,152 UNCH 0.00%
Glass Jacobson Investment Advisors llc 463 463 UNCH 0.00%
Great Waters Wealth Management 7,552 7,552 UNCH 0.00%
Mendota Financial Group LLC 255 255 UNCH 0.00%
Compass Wealth Management LLC 3,213 3,213 UNCH 0.00%
ZRC Wealth Management LLC 3,080 3,080 UNCH 0.00%
Cherry Tree Wealth Management LLC 5 5 UNCH 0.00%
Union Savings Bank 309 309 UNCH 0.00%
Arcataur Capital Management LLC 3,510 3,510 UNCH 0.00%
Armstrong Fleming & Moore Inc 3,021 3,021 UNCH 0.00%
CGC Financial Services LLC 200 200 UNCH 0.00%
Borer Denton & Associates Inc. 6,555 6,555 UNCH 0.00%
Sapient Capital LLC 9,798 9,798 UNCH 0.00%
Barlow Wealth Partners Inc. 6,362 6,362 UNCH 0.00%
Southland Equity Partners LLC 2,638 2,638 UNCH 0.00%
Sachetta LLC 852 852 UNCH 0.00%
Partnership Wealth Management LLC 17,254 17,254 UNCH 0.00%
Voisard Asset Management Group Inc. 500 500 UNCH 0.00%
Private Wealth Management Group LLC 60 60 UNCH 0.00%
Walden Wealth Partners LLC 7,500 7,500 UNCH 0.00%
13F Filers Decreasing CL Share Count
Berger Financial Group Inc 62,474 5,270 -57,204 -91.56%
Costello Asset Management INC 6,667 900 -5,767 -86.50%
Assenagon Asset Management S.A. 1,436,054 293,968 -1,142,086 -79.53%
Cutler Group LP 58,899 14,216 -44,683 -75.86%
Clearview Wealth Advisors LLC 10,801 2,682 -8,119 -75.17%
CWS Financial Advisors LLC 9,808 2,842 -6,966 -71.02%
Versant Capital Management Inc 1,311 380 -931 -71.01%
Gradient Investments LLC 916 266 -650 -70.96%
Zenyatta Capital Management LP 50,000 17,500 -32,500 -65.00%
UMB Bank N A MO 41,905 17,218 -24,687 -58.91%
McCarthy Grittinger Financial Group LLC 516 242 -274 -53.10%
Mitchell Sinkler & Starr PA 45,899 21,602 -24,297 -52.94%
First Financialcorp IN 5,248 2,518 -2,730 -52.02%
MV Capital Management Inc. 987 497 -490 -49.65%
Hall Laurie J Trustee 2,150 1,090 -1,060 -49.30%
Asset Dedication LLC 31,322 17,580 -13,742 -43.87%
AdvisorNet Financial Inc 1,100 642 -458 -41.64%
Bangor Savings Bank 1,729 1,029 -700 -40.49%
Fidelity D & D Bancorp Inc. 6,209 3,844 -2,365 -38.09%
Cambridge Investment Research Advisors Inc. 184,902 114,489 -70,413 -38.08%
Appleton Partners Inc. MA 11,344 7,217 -4,127 -36.38%
YHB Investment Advisors Inc. 29,770 19,247 -10,523 -35.35%
Patton Albertson Miller Group LLC 13,476 8,769 -4,707 -34.93%
Grant GrossMendelsohn LLC 8,626 5,652 -2,974 -34.48%
Tower Bridge Advisors 43,098 28,323 -14,775 -34.28%
Notis McConarty Edward 6,675 4,430 -2,245 -33.63%
SJS Investment Consulting Inc. 329 222 -107 -32.52%
Stewart & Patten Co. LLC 14,080 9,770 -4,310 -30.61%
Fort Pitt Capital Group LLC 5,388 3,769 -1,619 -30.05%
OmniStar Financial Group Inc. 6,341 4,439 -1,902 -30.00%
Boston Common Asset Management LLC 267,162 189,116 -78,046 -29.21%
CAPROCK Group Inc. 12,834 9,090 -3,744 -29.17%
Berkshire Bank 4,415 3,180 -1,235 -27.97%
MCF Advisors LLC 658 476 -182 -27.66%
Thomasville National Bank 11,345 8,240 -3,105 -27.37%
GHP Investment Advisors Inc. 31,189 22,943 -8,246 -26.44%
Rockland Trust Co. 330,592 247,654 -82,938 -25.09%
Occidental Asset Management LLC 3,522 2,655 -867 -24.62%
SeaCrest Wealth Management LLC 9,384 7,091 -2,293 -24.44%
DNB Asset Management AS 817,980 622,929 -195,051 -23.85%
Ronald Blue Trust Inc. 684 530 -154 -22.51%
M3 Advisory Group LLC 3,893 3,066 -827 -21.24%
Vicus Capital 167,950 132,368 -35,582 -21.19%
Trust Point Inc. 25,772 20,340 -5,432 -21.08%
Pensionfund Sabic 22,400 17,700 -4,700 -20.98%
Tyche Wealth Partners LLC 9,341 7,424 -1,917 -20.52%
Moisand Fitzgerald Tamayo LLC 170 136 -34 -20.00%
Paragon Capital Management Ltd 5,985 4,808 -1,177 -19.67%
West Branch Capital LLC 682 550 -132 -19.35%
Main Street Financial Solutions LLC 5,922 4,831 -1,091 -18.42%
Van ECK Associates Corp 47,240 38,547 -8,693 -18.40%
Coastal Investment Advisors Inc. 7,965 6,539 -1,426 -17.90%
First National Trust Co 5,505 4,526 -979 -17.78%
K.J. Harrison & Partners Inc 9,080 7,480 -1,600 -17.62%
International Assets Investment Management LLC 3,606 2,979 -627 -17.39%
CHICAGO TRUST Co NA 7,551 6,251 -1,300 -17.22%
Perigon Wealth Management LLC 38,832 32,343 -6,489 -16.71%
Baldwin Brothers Inc. MA 3,058 2,557 -501 -16.38%
Foster Group Inc. 3,314 2,778 -536 -16.17%
Flagship Harbor Advisors LLC 11,534 9,673 -1,861 -16.13%
Mn Services Vermogensbeheer B.V. 376,919 316,319 -60,600 -16.08%
Gateway Investment Advisers LLC 5,219 4,390 -829 -15.88%
Rosenberg Matthew Hamilton 1,479 1,250 -229 -15.48%
Legacy Advisors LLC 2,700 2,289 -411 -15.22%
Amalgamated Bank 199,789 169,595 -30,194 -15.11%
Pallas Capital Advisors LLC 7,613 6,516 -1,097 -14.41%
Main Street Research LLC 7,978 6,839 -1,139 -14.28%
Peoples Financial Services CORP. 5,640 4,840 -800 -14.18%
Clarius Group LLC 5,497 4,745 -752 -13.68%
Tritonpoint Wealth LLC 75,954 66,010 -9,944 -13.09%
Sequoia Financial Advisors LLC 22,423 19,512 -2,911 -12.98%
Northwest Investment Counselors LLC 11,665 10,173 -1,492 -12.79%
Valley National Advisers Inc. 1,415 1,241 -174 -12.30%
Valley Brook Capital Group 5,648 4,965 -683 -12.09%
Eagle Ridge Investment Management 18,357 16,144 -2,213 -12.06%
Financial Synergies Wealth Advisors Inc. 17 15 -2 -11.76%
NBC Securities Inc. 4,666 4,125 -541 -11.59%
Apexium Financial LP 2,640 2,336 -304 -11.52%
State of Alaska Department of Revenue 166,339 147,469 -18,870 -11.34%
Smith Chas P & Associates PA Cpas 20,529 18,228 -2,301 -11.21%
Pflug Koory LLC 4,130 3,685 -445 -10.77%
Impax Asset Management Group plc 607,909 542,738 -65,171 -10.72%
Nikulski Financial Inc. 3,573 3,195 -378 -10.58%
Capital Investment Counsel Inc 6,700 6,000 -700 -10.45%
Fortitude Family Office LLC 3,396 3,051 -345 -10.16%
KAMES CAPITAL plc 786,955 706,973 -79,982 -10.16%
Boyd Watterson Asset Management LLC OH 1,500 1,350 -150 -10.00%
Town & Country Bank & Trust CO dba First Bankers Trust CO 4,095 3,689 -406 -9.91%
Sunbelt Securities Inc. 3,182 2,872 -310 -9.74%
Bank of New Hampshire 10,485 9,466 -1,019 -9.72%
First Merchants Corp 6,942 6,267 -675 -9.72%
Norwood Financial Corp 1,030 930 -100 -9.71%
Stock Yards Bank & Trust Co. 25,029 22,637 -2,392 -9.56%
Moloney Securities Asset Management LLC 3,355 3,035 -320 -9.54%
Manning & Napier Group LLC 250,953 227,797 -23,156 -9.23%
CHURCHILL MANAGEMENT Corp 22,838 20,733 -2,105 -9.22%
Klingenstein Fields & Co. LP 356,765 324,655 -32,110 -9.00%
Bristlecone Advisors LLC 3,547 3,248 -299 -8.43%
Oxinas Partners Wealth Management LLC 3,575 3,275 -300 -8.39%
Catalyst Financial Partners LLC 2,812 2,581 -231 -8.21%
Villere ST Denis J & Co. LLC 289,395 265,755 -23,640 -8.17%
Iron Financial LLC 9,524 8,762 -762 -8.00%
Anderson Fisher LLC 4,363 4,018 -345 -7.91%
Advocate Group LLC 9,717 8,959 -758 -7.80%
Lynch & Associates IN 28,212 26,032 -2,180 -7.73%
First Hawaiian Bank 11,010 10,182 -828 -7.52%
Joel Isaacson & Co. LLC 14,107 13,072 -1,035 -7.34%
J.W. Cole Advisors Inc. 9,676 8,980 -696 -7.19%
NBT Bank N A NY 18,030 16,745 -1,285 -7.13%
Dynamic Advisor Solutions LLC 10,808 10,050 -758 -7.01%
Securian Asset Management Inc 52,146 48,495 -3,651 -7.00%
Harbour Trust & Investment Management Co 19,083 17,759 -1,324 -6.94%
KG&L Capital Management LLC 3,427 3,198 -229 -6.68%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,026 2,826 -200 -6.61%
Nicholas Hoffman & Company LLC. 15,563 14,534 -1,029 -6.61%
Nichols & Pratt Advisers LLP MA 9,830 9,180 -650 -6.61%
Northeast Investment Management 56,012 52,473 -3,539 -6.32%
City Holding Co. 8,505 7,985 -520 -6.11%
CENTRAL TRUST Co 35,281 33,147 -2,134 -6.05%
Woodmont Investment Counsel LLC 4,164 3,914 -250 -6.00%
Park National Corp OH 5,586 5,252 -334 -5.98%
BKD Wealth Advisors LLC 19,729 18,566 -1,163 -5.89%
Insight Folios Inc 3,688 3,471 -217 -5.88%
Court Place Advisors LLC 26,297 24,791 -1,506 -5.73%
A. D. Beadell Investment Counsel Inc. 2,650 2,500 -150 -5.66%
Allworth Financial LP 7,991 7,541 -450 -5.63%
Indiana Trust & Investment Management CO 2,438 2,302 -136 -5.58%
James J. Burns & Company LLC 8,891 8,400 -491 -5.52%
Papp L Roy & Associates 22,649 21,398 -1,251 -5.52%
Capital Investment Advisors LLC 9,498 8,981 -517 -5.44%
Dillon & Associates Inc. 39,029 36,919 -2,110 -5.41%
Kesler Norman & Wride LLC 22,750 21,584 -1,166 -5.13%
OLD National Bancorp IN 14,178 13,459 -719 -5.07%
Essex Financial Services Inc. 13,463 12,785 -678 -5.04%
Centre Asset Management LLC 119,621 113,641 -5,980 -5.00%
GPS Wealth Strategies Group LLC 4,530 4,305 -225 -4.97%
First Personal Financial Services 98,184 93,301 -4,883 -4.97%
Raymond James Trust N.A. 28,482 27,101 -1,381 -4.85%
Stratos Wealth Partners LTD. 21,507 20,466 -1,041 -4.84%
Meridian Wealth Management LLC 10,863 10,347 -516 -4.75%
Strategic Blueprint LLC 7,373 7,033 -340 -4.61%
Silverlake Wealth Management LLC 3,607 3,441 -166 -4.60%
Country Club Bank GFN 10,586 10,101 -485 -4.58%
Canal Capital Management LLC 4,282 4,092 -190 -4.44%
DORCHESTER WEALTH MANAGEMENT Co 16,731 16,006 -725 -4.33%
Summit Financial Group Inc. 11,971 11,456 -515 -4.30%
Arlington Trust Co LLC 700 670 -30 -4.29%
Clifford Swan Investment Counsel LLC 200,290 191,751 -8,539 -4.26%
Private Advisor Group LLC 66,502 63,719 -2,783 -4.18%
JFS Wealth Advisors LLC 384 368 -16 -4.17%
Hartford Investment Management Co. 55,444 53,158 -2,286 -4.12%
Trust Co. of Virginia VA 8,515 8,165 -350 -4.11%
Rowland & Co. Investment Counsel ADV 3,712 3,562 -150 -4.04%
TRUE Private Wealth Advisors 4,939 4,740 -199 -4.03%
First Community Trust NA 482 463 -19 -3.94%
New Mexico Educational Retirement Board 43,130 41,430 -1,700 -3.94%
Veriti Management LLC 30,218 29,054 -1,164 -3.85%
WBH Advisory Inc. 10,765 10,352 -413 -3.84%
Naples Global Advisors LLC 4,323 4,158 -165 -3.82%
Louisiana State Employees Retirement System 49,800 47,900 -1,900 -3.82%
Summit Financial LLC 7,301 7,025 -276 -3.78%
North Star Investment Management Corp. 16,620 15,995 -625 -3.76%
West Paces Advisors Inc. 240 231 -9 -3.75%
Sawyer & Company Inc 15,004 14,441 -563 -3.75%
Greenfield Savings Bank 2,563 2,468 -95 -3.71%
S.E.E.D. Planning Group LLC 10,393 10,013 -380 -3.66%
Gryphon Financial Partners LLC 2,850 2,746 -104 -3.65%
Charter Trust Co. 143,837 138,598 -5,239 -3.64%
BSW Wealth Partners 4,954 4,778 -176 -3.55%
Coastline Trust Co 25,384 24,484 -900 -3.55%
TFC Financial Management 7,099 6,853 -246 -3.47%
California Public Employees Retirement System 4,976,862 4,805,445 -171,417 -3.44%
Sumitomo Life Insurance Co. 11,717 11,317 -400 -3.41%
Baxter Bros Inc. 22,760 22,001 -759 -3.33%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 74,694 72,259 -2,435 -3.26%
Duncker Streett & Co. Inc. 14,723 14,254 -469 -3.19%
Woodstock Corp 22,170 21,465 -705 -3.18%
M&R Capital Management Inc. 24,145 23,388 -757 -3.14%
First Horizon Advisors Inc. 15,350 14,891 -459 -2.99%
Ashton Thomas Private Wealth LLC 15,716 15,251 -465 -2.96%
Hennion & Walsh Asset Management Inc. 21,071 20,452 -619 -2.94%
Northcape Capital Pty Ltd 14,362 13,944 -418 -2.91%
Bank of New York Mellon Corp 6,380,464 6,199,224 -181,240 -2.84%
Benjamin Edwards Inc. 988 960 -28 -2.83%
Live Oak Private Wealth LLC 3,134 3,048 -86 -2.74%
Cullinan Associates Inc. 66,209 64,409 -1,800 -2.72%
Boston Trust Walden Corp 235,370 229,017 -6,353 -2.70%
Kingswood Wealth Advisors LLC 13,960 13,585 -375 -2.69%
Adviser Investments LLC 193,549 188,362 -5,187 -2.68%
First Financial Bank Trust Division 13,157 12,805 -352 -2.68%
Toth Financial Advisory Corp 58,323 56,760 -1,563 -2.68%
Sarasin & Partners LLP 4,053,634 3,945,605 -108,029 -2.66%
Banque Cantonale Vaudoise 26,040 25,356 -684 -2.63%
Atwood & Palmer Inc. 27,050 26,350 -700 -2.59%
Saratoga Research & Investment Management 159,487 155,394 -4,093 -2.57%
Salem Investment Counselors Inc. 80,833 78,803 -2,030 -2.51%
Revolve Wealth Partners LLC 27,851 27,160 -691 -2.48%
Commonwealth Equity Services LLC 296,376 289,131 -7,245 -2.44%
Optas LLC 5,572 5,443 -129 -2.32%
Northern Financial Advisors Inc 7,284 7,119 -165 -2.27%
Canandaigua National Bank & Trust Co. 11,800 11,541 -259 -2.19%
Hurlow Wealth Management Group Inc. 3,553 3,476 -77 -2.17%
Financial Advisory Service Inc. 6,458 6,319 -139 -2.15%
Founders Financial Securities LLC 5,738 5,616 -122 -2.13%
Northcape Wealth Management LLC 41,139 40,285 -854 -2.08%
First International Bank & Trust 2,742 2,686 -56 -2.04%
Perpetual Ltd 9,827 9,629 -198 -2.01%
Bath Savings Trust Co 59,501 58,353 -1,148 -1.93%
West Coast Financial LLC 5,581 5,474 -107 -1.92%
Matrix Asset Advisors Inc. NY 2,650 2,600 -50 -1.89%
Renaissance Investment Group LLC 5,315 5,215 -100 -1.88%
Fulton Breakefield Broenniman LLC 3,750 3,680 -70 -1.87%
ETF Store Inc. 10,618 10,427 -191 -1.80%
Curbstone Financial Management Corp 14,548 14,298 -250 -1.72%
Spire Wealth Management 70,752 69,547 -1,205 -1.70%
Everett Harris & Co. CA 813,433 799,625 -13,808 -1.70%
Bfsg LLC 86,543 85,083 -1,460 -1.69%
Schnieders Capital Management LLC 14,849 14,599 -250 -1.68%
Neville Rodie & Shaw Inc. 12,330 12,130 -200 -1.62%
Weatherly Asset Management L. P. 26,228 25,828 -400 -1.53%
Pinnacle Associates Ltd. 86,312 85,028 -1,284 -1.49%
Ipswich Investment Management Co. Inc. 16,951 16,711 -240 -1.42%
WASHINGTON TRUST Co 7,073 6,973 -100 -1.41%
Eads & Heald Wealth Management 23,606 23,282 -324 -1.37%
Chickasaw Capital Management LLC 8,782 8,663 -119 -1.36%
Bull Street Advisors LLC 9,152 9,030 -122 -1.33%
Piscataqua Savings Bank 12,477 12,316 -161 -1.29%
Yousif Capital Management LLC 218,804 216,044 -2,760 -1.26%
Harbor Investment Advisory LLC 3,097 3,058 -39 -1.26%
Adirondack Trust Co. 13,914 13,740 -174 -1.25%
Verdence Capital Advisors LLC 4,473 4,419 -54 -1.21%
Cornell Pochily Investment Advisors Inc. 8,932 8,825 -107 -1.20%
Bridge Creek Capital Management LLC 59,429 58,719 -710 -1.19%
Caldwell Sutter Capital Inc. 2,322 2,295 -27 -1.16%
Janney Montgomery Scott LLC 409,870 405,194 -4,676 -1.14%
Courier Capital LLC 8,841 8,741 -100 -1.13%
Triangle Securities Wealth Management 8,651 8,554 -97 -1.12%
Fulton Bank N.A. 5,363 5,307 -56 -1.04%
Fifth Third Bancorp 103,024 102,011 -1,013 -0.98%
Congress Asset Management Co. MA 150,093 148,643 -1,450 -0.97%
Arkadios Wealth Advisors 5,055 5,007 -48 -0.95%
Nations Financial Group Inc. IA ADV 11,684 11,578 -106 -0.91%
Bridges Investment Management Inc. 11,637 11,537 -100 -0.86%
New Hampshire Trust 4,027 3,994 -33 -0.82%
Nilsine Partners LLC 8,482 8,414 -68 -0.80%
Mitchell Mcleod Pugh & Williams Inc. 9,532 9,457 -75 -0.79%
Cigna Investments Inc. New 8,653 8,586 -67 -0.77%
Murphy Pohlad Asset Management LLC 25,374 25,184 -190 -0.75%
IFM Investors Pty Ltd 164,370 163,157 -1,213 -0.74%
Guyasuta Investment Advisors Inc. 53,539 53,144 -395 -0.74%
Bridgewater Advisors Inc. 12,721 12,636 -85 -0.67%
Pinnacle Financial Partners Inc. 27,075 26,893 -182 -0.67%
Welch Group LLC 631,892 627,813 -4,079 -0.65%
Busey Wealth Management 175,577 174,452 -1,125 -0.64%
Radnor Capital Management LLC 26,874 26,724 -150 -0.56%
Wendell David Associates Inc. 81,998 81,573 -425 -0.52%
Delta Financial Group Inc. 5,177 5,151 -26 -0.50%
Kanawha Capital Management LLC 76,857 76,472 -385 -0.50%
McCollum Christoferson Group LLC 23,196 23,096 -100 -0.43%
Allred Capital Management LLC 10,881 10,842 -39 -0.36%
HTLF Bank 4,200 4,186 -14 -0.33%
Pinnacle West Asset Management Inc. 8,110 8,085 -25 -0.31%
Pine Haven Investment Counsel Inc 12,832 12,792 -40 -0.31%
Oliver Luxxe Assets LLC 3,210 3,200 -10 -0.31%
Kinneret Advisory LLC 71,585 71,363 -222 -0.31%
West Oak Capital LLC 27,212 27,132 -80 -0.29%
Azzad Asset Management Inc. ADV 44,631 44,502 -129 -0.29%
Diamant Asset Management Inc. 36,465 36,365 -100 -0.27%
Coerente Capital Management 260,269 259,600 -669 -0.26%
SOA Wealth Advisors LLC. 2,419 2,413 -6 -0.25%
Stokes Capital Advisors LLC 76,130 75,960 -170 -0.22%
Regions Financial Corp 91,743 91,563 -180 -0.20%
Sumitomo Mitsui Trust Holdings Inc. 2,010,443 2,006,648 -3,795 -0.19%
Shulman DeMeo Asset Management LLC 6,770 6,758 -12 -0.18%
Burns J W & Co. Inc. NY 5,534 5,524 -10 -0.18%
Money Concepts Capital Corp 38,460 38,411 -49 -0.13%
Mather Group LLC. 6,729 6,723 -6 -0.09%
Exchange Traded Concepts LLC 203,901 203,793 -108 -0.05%
Meyer Handelman Co. 188,496 188,406 -90 -0.05%
Dakota Wealth Management 9,643 9,641 -2 -0.02%
Prestige Wealth Management Group LLC 148,499 148,486 -13 -0.01%
13F Filers Exiting CL
Traveka Wealth LLC 4,327 0 -4,327 -100.00%
Turtle Creek Wealth Advisors LLC 925 0 -925 -100.00%
GUNN & Co INVESTMENT MANAGEMENT INC. 20,529 0 -20,529 -100.00%
McGlone Suttner Wealth Management Inc. 428 0 -428 -100.00%
Morton Brown Family Wealth LLC 29 0 -29 -100.00%
Level Financial Advisors Inc. 612 0 -612 -100.00%
Mezzasalma Advisors LLC 4,362 0 -4,362 -100.00%
Falcon Wealth Planning 3,332 0 -3,332 -100.00%
Tennessee Valley Asset Management Partners 37 0 -37 -100.00%
Advisor Resource Council 3,341 0 -3,341 -100.00%
Ayrshire Capital Management LLC 31,913 0 -31,913 -100.00%
OneAscent Financial Services LLC 11,789 0 -11,789 -100.00%
Nova R Wealth Inc. 2,691 0 -2,691 -100.00%
Hudson Capital Management LLC 48,159 0 -48,159 -100.00%
Deane Retirement Strategies Inc. 129 0 -129 -100.00%
Blue Chip Partners Inc. 1,622 0 -1,622 -100.00%
Carlson Capital Management 2,770 0 -2,770 -100.00%
PICTET BANK & TRUST Ltd 42,100 0 -42,100 -100.00%
Rocky Mountain Advisers LLC 80 0 -80 -100.00%
Timber Creek Capital Management LLC 50 0 -50 -100.00%
Simplex Trading LLC 7,668 0 -7,668 -100.00%
Capstone Investment Advisors LLC 12,861 0 -12,861 -100.00%
Weiss Multi Strategy Advisers LLC 799,698 0 -799,698 -100.00%
Acropolis Investment Management LLC 1,535 0 -1,535 -100.00%
Cutler Investment Counsel LLC 8,620 0 -8,620 -100.00%
Overbrook Management Corp 2,940 0 -2,940 -100.00%
Hennessy Advisors Inc. 66,600 0 -66,600 -100.00%
Bourgeon Capital Management LLC 283 0 -283 -100.00%
Mountain Pacific Investment Advisers Inc. ID 2,635 0 -2,635 -100.00%
Hartline Investment Corp 3,100 0 -3,100 -100.00%
Walter & Keenan Financial Consulting Co. MI ADV 5,119 0 -5,119 -100.00%

See Summary: Institutional Holders of CL
See Details: Top 10 Hedge Funds Holding CL
Also See: CL Insider Buying

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