Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing COST Share Count |
Ibex Wealth Advisors |
4 |
716 |
+712 |
+17800.00% |
Meritage Portfolio Management |
439 |
9,380 |
+8,941 |
+2036.67% |
Assenagon Asset Management S.A. |
15,602 |
215,906 |
+200,304 |
+1283.84% |
Fortis Group Advisors LLC |
752 |
7,309 |
+6,557 |
+871.94% |
Signet Financial Management LLC |
641 |
5,255 |
+4,614 |
+719.81% |
Hollencrest Capital Management |
10,801 |
75,137 |
+64,336 |
+595.65% |
Sweet Financial Partners LLC |
538 |
2,932 |
+2,394 |
+444.98% |
Friedenthal Financial |
283 |
1,363 |
+1,080 |
+381.63% |
Richardson Capital Management LLC |
27 |
127 |
+100 |
+370.37% |
Financial Synergies Wealth Advisors Inc. |
5 |
23 |
+18 |
+360.00% |
Meyer Handelman Co. |
400 |
1,713 |
+1,313 |
+328.25% |
First Citizens Bank & Trust Co. |
6,207 |
21,787 |
+15,580 |
+251.01% |
MV Capital Management Inc. |
1,200 |
4,167 |
+2,967 |
+247.25% |
Wiley BROS. Aintree Capital LLC |
1,173 |
3,803 |
+2,630 |
+224.21% |
Dover Advisors LLC |
360 |
1,101 |
+741 |
+205.83% |
Breakwater Capital Group |
329 |
997 |
+668 |
+203.04% |
Executive Wealth Group LLC |
894 |
2,687 |
+1,793 |
+200.56% |
First Community Trust NA |
230 |
690 |
+460 |
+200.00% |
Equitable Trust Co. |
1,221 |
3,600 |
+2,379 |
+194.84% |
Aspire Private Capital LLC |
41 |
113 |
+72 |
+175.61% |
Wealthcare Advisory Partners LLC |
2,471 |
6,285 |
+3,814 |
+154.35% |
Aviance Capital Partners LLC |
1,472 |
3,632 |
+2,160 |
+146.74% |
Oak Harvest Investment Services |
2,260 |
5,427 |
+3,167 |
+140.13% |
Oxler Private Wealth LLC |
1,614 |
3,714 |
+2,100 |
+130.11% |
Signal Advisors Wealth LLC |
704 |
1,615 |
+911 |
+129.40% |
Rappaport Reiches Capital Management LLC |
814 |
1,833 |
+1,019 |
+125.18% |
Valued Wealth Advisors LLC |
74 |
166 |
+92 |
+124.32% |
Roman Butler Fullerton & Co. |
1,308 |
2,837 |
+1,529 |
+116.90% |
Strategic Financial Concepts LLC |
565 |
1,195 |
+630 |
+111.50% |
Stephenson National Bank & Trust |
52 |
107 |
+55 |
+105.77% |
Red Cedar Investment Management LLC |
1,769 |
3,617 |
+1,848 |
+104.47% |
PFG Investments LLC |
7,683 |
15,342 |
+7,659 |
+99.69% |
Mezzasalma Advisors LLC |
939 |
1,869 |
+930 |
+99.04% |
MJP Associates Inc. ADV |
996 |
1,981 |
+985 |
+98.90% |
BNP Paribas Arbitrage SA |
291,729 |
567,818 |
+276,089 |
+94.64% |
Livforsakringsbolaget Skandia Omsesidigt |
4,025 |
7,785 |
+3,760 |
+93.42% |
RVW Wealth LLC |
357 |
681 |
+324 |
+90.76% |
BluePath Capital Management LLC |
1,563 |
2,936 |
+1,373 |
+87.84% |
Meadow Creek Wealth Advisors LLC |
400 |
731 |
+331 |
+82.75% |
Iron Financial LLC |
500 |
905 |
+405 |
+81.00% |
Schaper Benz & Wise Investment Counsel Inc. WI |
1,335 |
2,393 |
+1,058 |
+79.25% |
Waypoint Wealth Partners Inc. |
842 |
1,479 |
+637 |
+75.65% |
Robeco Institutional Asset Management B.V. |
478,427 |
822,444 |
+344,017 |
+71.91% |
Country Trust Bank |
66 |
112 |
+46 |
+69.70% |
Centric Wealth Management |
1,033 |
1,721 |
+688 |
+66.60% |
Exchange Traded Concepts LLC |
15,571 |
25,866 |
+10,295 |
+66.12% |
LS Investment Advisors LLC |
5,386 |
8,885 |
+3,499 |
+64.96% |
Accel Wealth Management |
328 |
536 |
+208 |
+63.41% |
Main Street Financial Solutions LLC |
1,763 |
2,877 |
+1,114 |
+63.19% |
Bell Bank |
1,297 |
2,111 |
+814 |
+62.76% |
Mission Wealth Management LP |
8,680 |
13,417 |
+4,737 |
+54.57% |
Capstone Investment Advisors LLC |
2,894 |
4,465 |
+1,571 |
+54.28% |
Harel Insurance Investments & Financial Services Ltd. |
1,378 |
2,091 |
+713 |
+51.74% |
Aprio Wealth Management LLC |
445 |
674 |
+229 |
+51.46% |
Peak Financial Management Inc. |
586 |
886 |
+300 |
+51.19% |
Von Berge Wealth Management Group LLC |
581 |
865 |
+284 |
+48.88% |
Westside Investment Management Inc. |
742 |
1,102 |
+360 |
+48.52% |
DGS Capital Management LLC |
416 |
605 |
+189 |
+45.43% |
KMG Fiduciary Partners LLC |
3,683 |
5,275 |
+1,592 |
+43.23% |
MGO Private Wealth LLC |
663 |
948 |
+285 |
+42.99% |
Lbmc Investment Advisors LLC |
1,141 |
1,631 |
+490 |
+42.94% |
Vicus Capital |
330 |
471 |
+141 |
+42.73% |
Rise Advisors LLC |
528 |
748 |
+220 |
+41.67% |
Ausdal Financial Partners Inc. |
1,644 |
2,297 |
+653 |
+39.72% |
One Day In July LLC |
571 |
797 |
+226 |
+39.58% |
Capital Insight Partners LLC |
758 |
1,053 |
+295 |
+38.92% |
Jackson Square Capital LLC |
5,456 |
7,504 |
+2,048 |
+37.54% |
Contravisory Investment Management Inc. |
587 |
805 |
+218 |
+37.14% |
Aletheian Wealth Advisors LLC |
1,419 |
1,935 |
+516 |
+36.36% |
Catalyst Private Wealth LLC |
681 |
928 |
+247 |
+36.27% |
Nvest Financial LLC |
1,277 |
1,739 |
+462 |
+36.18% |
Norden Group LLC |
1,787 |
2,418 |
+631 |
+35.31% |
Clear Creek Financial Management LLC |
3,937 |
5,322 |
+1,385 |
+35.18% |
OneAscent Wealth Management LLC |
818 |
1,103 |
+285 |
+34.84% |
GDS Wealth Management |
403 |
542 |
+139 |
+34.49% |
Paragon Advisors LLC |
1,754 |
2,350 |
+596 |
+33.98% |
M3 Advisory Group LLC |
618 |
828 |
+210 |
+33.98% |
Clarius Group LLC |
6,305 |
8,442 |
+2,137 |
+33.89% |
MorganRosel Wealth Management LLC |
1,030 |
1,371 |
+341 |
+33.11% |
Rheos Capital Works Inc. |
15,700 |
20,800 |
+5,100 |
+32.48% |
Strategy Asset Managers LLC |
3,187 |
4,220 |
+1,033 |
+32.41% |
Aaron Wealth Advisors |
1,765 |
2,312 |
+547 |
+30.99% |
HB Wealth Management LLC |
12,866 |
16,719 |
+3,853 |
+29.95% |
Trueblood Wealth Management LLC |
1,086 |
1,409 |
+323 |
+29.74% |
LVW Advisors LLC |
1,190 |
1,541 |
+351 |
+29.50% |
Perfromance Wealth Partners LLC |
25,740 |
33,300 |
+7,560 |
+29.37% |
Kathmere Capital Management LLC |
2,552 |
3,300 |
+748 |
+29.31% |
Smith Group Asset Management LLC |
40,327 |
51,817 |
+11,490 |
+28.49% |
WESPAC Advisors LLC |
2,205 |
2,832 |
+627 |
+28.44% |
Triumph Capital Management |
395 |
501 |
+106 |
+26.84% |
Allspring Global Investments Holdings LLC |
125,885 |
158,730 |
+32,845 |
+26.09% |
Perpetual Ltd |
712 |
888 |
+176 |
+24.72% |
Procyon Private Wealth Partners LLC |
8,106 |
10,110 |
+2,004 |
+24.72% |
Wilson & Boucher Capital Management LLC |
870 |
1,085 |
+215 |
+24.71% |
International Assets Investment Management LLC |
4,704 |
5,838 |
+1,134 |
+24.11% |
State of Michigan Retirement System |
127,569 |
157,969 |
+30,400 |
+23.83% |
SkyOak Wealth LLC |
750 |
925 |
+175 |
+23.33% |
Fielder Capital Group LLC |
1,272 |
1,567 |
+295 |
+23.19% |
Eclectic Associates Inc. ADV |
971 |
1,193 |
+222 |
+22.86% |
First National Trust Co |
15,918 |
19,510 |
+3,592 |
+22.57% |
OneAscent Financial Services LLC |
1,406 |
1,722 |
+316 |
+22.48% |
LaFleur & Godfrey LLC |
1,052 |
1,287 |
+235 |
+22.34% |
China Universal Asset Management Co. Ltd. |
6,311 |
7,719 |
+1,408 |
+22.31% |
Fortitude Family Office LLC |
877 |
1,072 |
+195 |
+22.23% |
Leeward Financial Partners LLC |
899 |
1,097 |
+198 |
+22.02% |
First Horizon Advisors Inc. |
21,339 |
25,911 |
+4,572 |
+21.43% |
GAMMA Investing LLC |
3,253 |
3,943 |
+690 |
+21.21% |
Bennett Selby Investments LP |
674 |
815 |
+141 |
+20.92% |
Simon Quick Advisors LLC |
1,738 |
2,100 |
+362 |
+20.83% |
Prospect Financial Services LLC |
504 |
606 |
+102 |
+20.24% |
Farmers & Merchants Investments Inc. |
15,351 |
18,427 |
+3,076 |
+20.04% |
Concord Wealth Partners |
2,804 |
3,365 |
+561 |
+20.01% |
Veracity Capital LLC |
1,176 |
1,410 |
+234 |
+19.90% |
CFM Wealth Partners LLC |
7,808 |
9,344 |
+1,536 |
+19.67% |
Towerpoint Wealth LLC |
551 |
659 |
+108 |
+19.60% |
Whelan Financial |
579 |
691 |
+112 |
+19.34% |
Key Client Fiduciary Advisors LLC |
634 |
755 |
+121 |
+19.09% |
Merrion Investment Management Co LLC |
1,000 |
1,190 |
+190 |
+19.00% |
Capital Advisors Inc. OK |
2,789 |
3,314 |
+525 |
+18.82% |
NovaPoint Capital LLC |
2,321 |
2,753 |
+432 |
+18.61% |
RMR Wealth Builders |
3,862 |
4,579 |
+717 |
+18.57% |
Callahan Advisors LLC |
715 |
847 |
+132 |
+18.46% |
Cahaba Wealth Management Inc. |
1,101 |
1,303 |
+202 |
+18.35% |
Dakota Wealth Management |
46,183 |
54,553 |
+8,370 |
+18.12% |
Lindbrook Capital LLC |
3,077 |
3,623 |
+546 |
+17.74% |
Cornerstone Wealth Group LLC |
4,601 |
5,408 |
+807 |
+17.54% |
Copperwynd Financial LLC |
1,333 |
1,566 |
+233 |
+17.48% |
Private Wealth Management Group LLC |
143 |
168 |
+25 |
+17.48% |
PSI Advisors LLC |
109 |
128 |
+19 |
+17.43% |
Palumbo Wealth Management LLC |
4,786 |
5,616 |
+830 |
+17.34% |
Tsfg LLC |
711 |
834 |
+123 |
+17.30% |
Wellspring Financial Advisors LLC |
1,800 |
2,104 |
+304 |
+16.89% |
Guardian Financial Partners LLC |
1,701 |
1,983 |
+282 |
+16.58% |
American Capital Advisory LLC |
939 |
1,094 |
+155 |
+16.51% |
Sunbelt Securities Inc. |
5,138 |
5,986 |
+848 |
+16.50% |
Saxony Capital Management LLC |
471 |
548 |
+77 |
+16.35% |
General Partner Inc. |
2,065 |
2,401 |
+336 |
+16.27% |
West Branch Capital LLC |
1,685 |
1,957 |
+272 |
+16.14% |
ZWJ Investment Counsel Inc. |
2,747 |
3,184 |
+437 |
+15.91% |
Zimmermann Investment Management & Planning LLC |
1,758 |
2,035 |
+277 |
+15.76% |
EWG Elevate Inc. |
726 |
840 |
+114 |
+15.70% |
Birchcreek Wealth Management LLC |
409 |
473 |
+64 |
+15.65% |
Private Capital Management LLC |
1,071 |
1,238 |
+167 |
+15.59% |
California Public Employees Retirement System |
1,537,841 |
1,775,397 |
+237,556 |
+15.45% |
Sage Mountain Advisors LLC |
1,760 |
2,031 |
+271 |
+15.40% |
CCG Wealth Management LLC |
781 |
901 |
+120 |
+15.36% |
KFA Private Wealth Group LLC |
424 |
489 |
+65 |
+15.33% |
GoalVest Advisory LLC |
309 |
356 |
+47 |
+15.21% |
Acas LLC |
2,819 |
3,247 |
+428 |
+15.18% |
Crown Wealth Group LLC |
931 |
1,071 |
+140 |
+15.04% |
Gilman Hill Asset Management LLC |
446 |
513 |
+67 |
+15.02% |
Financial Security Advisor Inc. |
681 |
781 |
+100 |
+14.68% |
Mayfair Advisory Group LLC |
383 |
439 |
+56 |
+14.62% |
Sandy Cove Advisors LLC |
688 |
788 |
+100 |
+14.53% |
Teamwork Financial Advisors LLC |
1,057 |
1,210 |
+153 |
+14.47% |
St. Johns Investment Management Company LLC |
1,517 |
1,729 |
+212 |
+13.97% |
Park Edge Advisors LLC |
1,273 |
1,450 |
+177 |
+13.90% |
Revolve Wealth Partners LLC |
876 |
996 |
+120 |
+13.70% |
CWM LLC |
42,955 |
48,822 |
+5,867 |
+13.66% |
Capital Planning LLC |
2,619 |
2,976 |
+357 |
+13.63% |
Chicago Partners Investment Group LLC |
3,743 |
4,249 |
+506 |
+13.52% |
JJJ Advisors Inc. |
866 |
983 |
+117 |
+13.51% |
E&G Advisors LP |
312 |
354 |
+42 |
+13.46% |
McGlone Suttner Wealth Management Inc. |
478 |
542 |
+64 |
+13.39% |
Montis Financial LLC |
344 |
389 |
+45 |
+13.08% |
Great Waters Wealth Management |
1,529 |
1,727 |
+198 |
+12.95% |
Cypress Wealth Services LLC |
3,102 |
3,496 |
+394 |
+12.70% |
Secure Asset Management LLC |
397 |
447 |
+50 |
+12.59% |
Strategic Blueprint LLC |
3,989 |
4,474 |
+485 |
+12.16% |
Berkshire Bank |
1,291 |
1,447 |
+156 |
+12.08% |
RDA Financial Network |
2,801 |
3,133 |
+332 |
+11.85% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
6,126 |
6,849 |
+723 |
+11.80% |
Wesbanco Bank Inc. |
9,864 |
11,018 |
+1,154 |
+11.70% |
Fragasso Group Inc. |
630 |
703 |
+73 |
+11.59% |
Capital Investment Advisors LLC |
10,517 |
11,715 |
+1,198 |
+11.39% |
Inspirion Wealth Advisors LLC |
607 |
676 |
+69 |
+11.37% |
Crescent Sterling Ltd. |
585 |
650 |
+65 |
+11.11% |
Keel Point LLC |
1,281 |
1,423 |
+142 |
+11.09% |
Stablepoint Partners LLC |
1,379 |
1,532 |
+153 |
+11.09% |
Gemmer Asset Management LLC |
796 |
883 |
+87 |
+10.93% |
Veriti Management LLC |
12,422 |
13,769 |
+1,347 |
+10.84% |
Safeguard Financial LLC |
315 |
349 |
+34 |
+10.79% |
Exchange Capital Management Inc. |
1,860 |
2,060 |
+200 |
+10.75% |
First Hawaiian Bank |
8,728 |
9,661 |
+933 |
+10.69% |
Tempus Wealth Planning LLC |
1,245 |
1,378 |
+133 |
+10.68% |
Petra Financial Advisors Inc. |
462 |
511 |
+49 |
+10.61% |
Strategic Planning Group LLC |
11,302 |
12,485 |
+1,183 |
+10.47% |
Capital Market Strategies LLC |
2,247 |
2,482 |
+235 |
+10.46% |
Mountain Capital Investment Advisors Inc |
536 |
592 |
+56 |
+10.45% |
Security Financial Services INC. |
375 |
414 |
+39 |
+10.40% |
Silicon Valley Capital Partners |
11,404 |
12,583 |
+1,179 |
+10.34% |
Valley National Advisers Inc. |
505 |
557 |
+52 |
+10.30% |
Fulcrum Capital LLC |
1,941 |
2,141 |
+200 |
+10.30% |
Trust Co. of Toledo NA OH |
6,495 |
7,159 |
+664 |
+10.22% |
Nilsine Partners LLC |
12,055 |
13,285 |
+1,230 |
+10.20% |
New Century Financial Group LLC |
374 |
412 |
+38 |
+10.16% |
Independent Family Office LLC |
570 |
626 |
+56 |
+9.82% |
Triton Wealth Management PLLC |
3,177 |
3,488 |
+311 |
+9.79% |
Versant Capital Management Inc |
237 |
260 |
+23 |
+9.70% |
Annex Advisory Services LLC |
34,264 |
37,582 |
+3,318 |
+9.68% |
Essex Financial Services Inc. |
3,991 |
4,377 |
+386 |
+9.67% |
Intelligent Financial Strategies |
1,115 |
1,221 |
+106 |
+9.51% |
Main Street Research LLC |
50,706 |
55,510 |
+4,804 |
+9.47% |
Inscription Capital LLC |
1,584 |
1,734 |
+150 |
+9.47% |
Naviter Wealth LLC |
3,050 |
3,336 |
+286 |
+9.38% |
Rather & Kittrell Inc. |
333 |
364 |
+31 |
+9.31% |
Allworth Financial LP |
23,806 |
26,019 |
+2,213 |
+9.30% |
Norway Savings Bank |
2,734 |
2,986 |
+252 |
+9.22% |
Stanley Laman Group Ltd. |
6,736 |
7,355 |
+619 |
+9.19% |
Alta Advisers Ltd |
1,100 |
1,200 |
+100 |
+9.09% |
TNF LLC |
331 |
361 |
+30 |
+9.06% |
West Paces Advisors Inc. |
1,263 |
1,377 |
+114 |
+9.03% |
Benchmark Financial Wealth Advisors LLC |
865 |
943 |
+78 |
+9.02% |
Cambridge Investment Research Advisors Inc. |
110,131 |
119,999 |
+9,868 |
+8.96% |
Indiana Trust & Investment Management CO |
6,659 |
7,242 |
+583 |
+8.76% |
Wealth Enhancement Advisory Services LLC |
107,598 |
116,942 |
+9,344 |
+8.68% |
Valley Brook Capital Group |
1,670 |
1,815 |
+145 |
+8.68% |
Rakuten Securities Inc. |
348 |
378 |
+30 |
+8.62% |
Apella Capital LLC |
2,418 |
2,623 |
+205 |
+8.48% |
Traynor Capital Management Inc. |
2,089 |
2,266 |
+177 |
+8.47% |
Turtle Creek Wealth Advisors LLC |
7,274 |
7,887 |
+613 |
+8.43% |
Duncker Streett & Co. Inc. |
11,763 |
12,754 |
+991 |
+8.42% |
Advance Capital Management Inc. |
316 |
342 |
+26 |
+8.23% |
Total Clarity Wealth Management Inc. |
538 |
582 |
+44 |
+8.18% |
City Holding Co. |
6,486 |
7,011 |
+525 |
+8.09% |
Joel Isaacson & Co. LLC |
3,289 |
3,553 |
+264 |
+8.03% |
Modus Advisors LLC |
1,156 |
1,248 |
+92 |
+7.96% |
Massachusetts Wealth Management |
2,637 |
2,847 |
+210 |
+7.96% |
Strong Tower Advisory Services |
1,730 |
1,867 |
+137 |
+7.92% |
Copeland Capital Management LLC |
21,108 |
22,741 |
+1,633 |
+7.74% |
RAM Investment Partners LLC |
8,337 |
8,979 |
+642 |
+7.70% |
DMG Group LLC |
1,879 |
2,020 |
+141 |
+7.50% |
Fiera Capital Corp |
74,106 |
79,550 |
+5,444 |
+7.35% |
Wedmont Private Capital |
3,905 |
4,191 |
+286 |
+7.32% |
Phoenix Wealth Advisors |
1,230 |
1,319 |
+89 |
+7.24% |
Van ECK Associates Corp |
95,517 |
102,399 |
+6,882 |
+7.21% |
GenTrust LLC |
2,784 |
2,984 |
+200 |
+7.18% |
Sound Income Strategies LLC |
671 |
719 |
+48 |
+7.15% |
Alpha Cubed Investments LLC |
31,295 |
33,516 |
+2,221 |
+7.10% |
Parkside Financial Bank & Trust |
1,961 |
2,100 |
+139 |
+7.09% |
Strategic Investment Advisors MI |
1,020 |
1,092 |
+72 |
+7.06% |
Private Advisor Group LLC |
56,059 |
59,972 |
+3,913 |
+6.98% |
Wealth Alliance Advisory Group LLC |
1,147 |
1,227 |
+80 |
+6.97% |
Ulland Investment Advisors LLC |
625 |
668 |
+43 |
+6.88% |
Sterling Investment Counsel LLC |
1,802 |
1,926 |
+124 |
+6.88% |
Lodestar Private Asset Management LLC |
1,475 |
1,574 |
+99 |
+6.71% |
First National Bank & Trust Co. of Newtown |
881 |
940 |
+59 |
+6.70% |
Capital Asset Advisory Services LLC |
3,540 |
3,775 |
+235 |
+6.64% |
Round Rock Advisors LLC |
305 |
325 |
+20 |
+6.56% |
Centennial Wealth Advisory LLC |
595 |
634 |
+39 |
+6.55% |
Cutter & CO Brokerage Inc. |
535 |
570 |
+35 |
+6.54% |
Ashton Thomas Private Wealth LLC |
12,375 |
13,182 |
+807 |
+6.52% |
Creative Financial Designs Inc. ADV |
1,480 |
1,575 |
+95 |
+6.42% |
Epic Trust Investment Advisors LLC |
516 |
549 |
+33 |
+6.40% |
PBMares Wealth Management LLC |
1,099 |
1,169 |
+70 |
+6.37% |
Five Oceans Advisors |
1,572 |
1,672 |
+100 |
+6.36% |
Narus Financial Partners LLC |
396 |
421 |
+25 |
+6.31% |
Seelaus Asset Management LLC |
1,199 |
1,274 |
+75 |
+6.26% |
Leavell Investment Management Inc. |
1,931 |
2,050 |
+119 |
+6.16% |
Aspiriant LLC |
2,193 |
2,327 |
+134 |
+6.11% |
Catalyst Financial Partners LLC |
1,807 |
1,917 |
+110 |
+6.09% |
Farmers & Merchants Trust Co of Chambersburg PA |
2,050 |
2,174 |
+124 |
+6.05% |
Miracle Mile Advisors LLC |
4,935 |
5,232 |
+297 |
+6.02% |
River Street Advisors LLC |
2,033 |
2,155 |
+122 |
+6.00% |
Yeomans Consulting Group Inc. |
400 |
424 |
+24 |
+6.00% |
Sonata Capital Group Inc. |
1,639 |
1,737 |
+98 |
+5.98% |
Terra Nova Asset Management LLC |
3,118 |
3,304 |
+186 |
+5.97% |
Moloney Securities Asset Management LLC |
1,706 |
1,807 |
+101 |
+5.92% |
Dynamic Advisor Solutions LLC |
22,301 |
23,579 |
+1,278 |
+5.73% |
Acropolis Investment Management LLC |
911 |
962 |
+51 |
+5.60% |
Prosperity Consulting Group LLC |
4,806 |
5,073 |
+267 |
+5.56% |
Confluence Wealth Services Inc. |
4,063 |
4,289 |
+226 |
+5.56% |
Pallas Capital Advisors LLC |
9,336 |
9,851 |
+515 |
+5.52% |
N.E.W. Advisory Services LLC |
345 |
364 |
+19 |
+5.51% |
Consilio Wealth Advisors LLC |
473 |
499 |
+26 |
+5.50% |
Riversedge Advisors LLC |
801 |
845 |
+44 |
+5.49% |
Cyndeo Wealth Partners LLC |
10,358 |
10,917 |
+559 |
+5.40% |
Processus Wealth & Capital Management LLC |
4,919 |
5,181 |
+262 |
+5.33% |
Benjamin Edwards Inc. |
10,437 |
10,992 |
+555 |
+5.32% |
Kowal Investment Group LLC |
906 |
954 |
+48 |
+5.30% |
Stratos Wealth Partners LTD. |
48,594 |
51,151 |
+2,557 |
+5.26% |
Atticus Wealth Management LLC |
3,197 |
3,363 |
+166 |
+5.19% |
Relyea Zuckerberg Hanson LLC |
1,871 |
1,968 |
+97 |
+5.18% |
Hutchens & Kramer Investment Management Group LLC |
444 |
467 |
+23 |
+5.18% |
Valeo Financial Advisors LLC |
14,025 |
14,749 |
+724 |
+5.16% |
Regatta Capital Group LLC |
5,109 |
5,371 |
+262 |
+5.13% |
Harbor Group Inc. |
435 |
457 |
+22 |
+5.06% |
Cherry Creek Investment Advisors Inc. |
5,580 |
5,862 |
+282 |
+5.05% |
Hofer & Associates. Inc |
1,329 |
1,396 |
+67 |
+5.04% |
Trust Point Inc. |
2,817 |
2,956 |
+139 |
+4.93% |
Scott Capital Advisors LLC |
1,338 |
1,404 |
+66 |
+4.93% |
Synergy Financial Management LLC |
3,323 |
3,486 |
+163 |
+4.91% |
Lake Street Financial LLC |
8,204 |
8,605 |
+401 |
+4.89% |
Liberty One Investment Management LLC |
5,555 |
5,822 |
+267 |
+4.81% |
Capital Advisors Wealth Management LLC |
5,243 |
5,493 |
+250 |
+4.77% |
Winthrop Advisory Group LLC |
715 |
749 |
+34 |
+4.76% |
Segment Wealth Management LLC |
20,335 |
21,301 |
+966 |
+4.75% |
Aspen Investment Management Inc |
380 |
398 |
+18 |
+4.74% |
J.W. Cole Advisors Inc. |
4,798 |
5,025 |
+227 |
+4.73% |
Parsons Capital Management Inc. RI |
9,100 |
9,525 |
+425 |
+4.67% |
D. B. Root & Company LLC |
3,560 |
3,726 |
+166 |
+4.66% |
Beddow Capital Management Inc. |
325 |
340 |
+15 |
+4.62% |
Bath Savings Trust Co |
20,464 |
21,405 |
+941 |
+4.60% |
Summit Trail Advisors LLC |
6,022 |
6,299 |
+277 |
+4.60% |
IAG Wealth Partners LLC |
261 |
273 |
+12 |
+4.60% |
Claro Advisors LLC |
1,942 |
2,031 |
+89 |
+4.58% |
SJS Investment Consulting Inc. |
944 |
987 |
+43 |
+4.56% |
DekaBank Deutsche Girozentrale |
271,833 |
284,109 |
+12,276 |
+4.52% |
Firethorn Wealth Partners LLC |
383 |
400 |
+17 |
+4.44% |
Hazlett Burt & Watson Inc. |
1,228 |
1,282 |
+54 |
+4.40% |
Hexagon Capital Partners LLC |
1,641 |
1,713 |
+72 |
+4.39% |
Red Door Wealth Management LLC |
11,591 |
12,089 |
+498 |
+4.30% |
JB Capital LLC |
746 |
778 |
+32 |
+4.29% |
Commonwealth Equity Services LLC |
386,527 |
402,875 |
+16,348 |
+4.23% |
Jamison Private Wealth Management Inc. |
8,828 |
9,197 |
+369 |
+4.18% |
Saxon Interests Inc. |
551 |
574 |
+23 |
+4.17% |
Cherry Tree Wealth Management LLC |
96 |
100 |
+4 |
+4.17% |
Purus Wealth Management LLC |
14,335 |
14,931 |
+596 |
+4.16% |
Atlas Brown Inc. |
4,063 |
4,229 |
+166 |
+4.09% |
Baker Boyer National Bank |
2,313 |
2,406 |
+93 |
+4.02% |
Busey Wealth Management |
13,206 |
13,729 |
+523 |
+3.96% |
McAdam LLC |
537 |
558 |
+21 |
+3.91% |
Asio Capital LLC |
717 |
745 |
+28 |
+3.91% |
Kanawha Capital Management LLC |
14,549 |
15,116 |
+567 |
+3.90% |
Dillon & Associates Inc. |
6,389 |
6,634 |
+245 |
+3.83% |
GPS Wealth Strategies Group LLC |
8,790 |
9,125 |
+335 |
+3.81% |
Zhang Financial LLC |
973 |
1,010 |
+37 |
+3.80% |
Oak Ridge Investments LLC |
15,375 |
15,958 |
+583 |
+3.79% |
Vance Wealth Inc. |
916 |
950 |
+34 |
+3.71% |
Griffin Asset Management Inc. |
8,389 |
8,697 |
+308 |
+3.67% |
Altfest L J & Co. Inc. |
1,525 |
1,579 |
+54 |
+3.54% |
Nikulski Financial Inc. |
11,561 |
11,964 |
+403 |
+3.49% |
Accurate Wealth Management LLC |
902 |
933 |
+31 |
+3.44% |
Northstar Asset Management LLC |
2,645 |
2,735 |
+90 |
+3.40% |
Dohj LLC |
3,397 |
3,512 |
+115 |
+3.39% |
Smith Chas P & Associates PA Cpas |
56,516 |
58,426 |
+1,910 |
+3.38% |
Collective Family Office LLC |
916 |
947 |
+31 |
+3.38% |
Trifecta Capital Advisors LLC |
13,846 |
14,313 |
+467 |
+3.37% |
Investment Partners Asset Management Inc. |
805 |
832 |
+27 |
+3.35% |
Xcel Wealth Management LLC |
1,185 |
1,224 |
+39 |
+3.29% |
Fifth Third Bancorp |
226,132 |
233,517 |
+7,385 |
+3.27% |
Nadler Financial Group Inc. |
3,063 |
3,163 |
+100 |
+3.26% |
Horizon Bancorp Inc. IN |
585 |
604 |
+19 |
+3.25% |
Cascade Investment Advisors Inc. |
340 |
351 |
+11 |
+3.24% |
Linden Thomas Advisory Services LLC |
1,768 |
1,825 |
+57 |
+3.22% |
Salem Investment Counselors Inc. |
22,541 |
23,254 |
+713 |
+3.16% |
Bogart Wealth LLC |
11,819 |
12,190 |
+371 |
+3.14% |
Benjamin F. Edwards & Company Inc. |
67,522 |
69,618 |
+2,096 |
+3.10% |
Wealthfront Advisers LLC |
49,816 |
51,360 |
+1,544 |
+3.10% |
CGC Financial Services LLC |
365 |
376 |
+11 |
+3.01% |
DeDora Capital Inc. |
3,996 |
4,116 |
+120 |
+3.00% |
Detalus Advisors LLC |
367 |
378 |
+11 |
+3.00% |
Bay Rivers Group |
5,660 |
5,827 |
+167 |
+2.95% |
Wealth Management Partners LLC |
2,987 |
3,075 |
+88 |
+2.95% |
Falcon Wealth Planning |
1,834 |
1,888 |
+54 |
+2.94% |
Yarger Wealth Strategies LLC |
647 |
666 |
+19 |
+2.94% |
Prentice Wealth Management LLC |
1,720 |
1,770 |
+50 |
+2.91% |
Schear Investment Advisers LLC |
3,780 |
3,890 |
+110 |
+2.91% |
Elevated Capital Advisors LLC |
1,349 |
1,388 |
+39 |
+2.89% |
True North Advisors LLC |
5,901 |
6,071 |
+170 |
+2.88% |
Childress Capital Advisors LLC |
1,145 |
1,178 |
+33 |
+2.88% |
Marks Group Wealth Management Inc |
742 |
763 |
+21 |
+2.83% |
Jmac Enterprises LLC |
1,380 |
1,419 |
+39 |
+2.83% |
Chapin Davis Inc. |
746 |
767 |
+21 |
+2.82% |
Twin Peaks Wealth Advisors LLC |
390 |
401 |
+11 |
+2.82% |
Ritholtz Wealth Management |
16,549 |
17,011 |
+462 |
+2.79% |
Parcion Private Wealth LLC |
4,163 |
4,277 |
+114 |
+2.74% |
OFI Invest Asset Management |
57,647 |
59,194 |
+1,547 |
+2.68% |
Clarity Wealth Advisors LLC |
11,509 |
11,816 |
+307 |
+2.67% |
Silvant Capital Management LLC |
15,540 |
15,953 |
+413 |
+2.66% |
Sandbox Financial Partners LLC |
679 |
697 |
+18 |
+2.65% |
Cardinal Capital Management |
21,304 |
21,861 |
+557 |
+2.61% |
Sloy Dahl & Holst LLC |
1,077 |
1,105 |
+28 |
+2.60% |
Warren Street Wealth Advisors LLC |
427 |
438 |
+11 |
+2.58% |
Violich Capital Management Inc. |
60,640 |
62,192 |
+1,552 |
+2.56% |
Verum Partners LLC |
471 |
483 |
+12 |
+2.55% |
Resonant Capital Advisors LLC |
5,359 |
5,494 |
+135 |
+2.52% |
Raymond James Financial Services Advisors Inc. |
381,263 |
390,841 |
+9,578 |
+2.51% |
Bridges Investment Management Inc. |
12,557 |
12,871 |
+314 |
+2.50% |
Franklin Street Advisors Inc. NC |
22,355 |
22,912 |
+557 |
+2.49% |
UMA Financial Services Inc. |
1,765 |
1,809 |
+44 |
+2.49% |
Lewis Asset Management LLC |
1,048 |
1,074 |
+26 |
+2.48% |
Barlow Wealth Partners Inc. |
29,990 |
30,729 |
+739 |
+2.46% |
Affinity Capital Advisors LLC |
612 |
627 |
+15 |
+2.45% |
Fox Hill Wealth Management |
6,367 |
6,521 |
+154 |
+2.42% |
Blue Bell Private Wealth Management LLC |
291 |
298 |
+7 |
+2.41% |
Northwest Investment Counselors LLC |
1,169 |
1,197 |
+28 |
+2.40% |
Aua Capital Management LLC |
750 |
768 |
+18 |
+2.40% |
SWP Financial LLC |
335 |
343 |
+8 |
+2.39% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
86,257 |
88,256 |
+1,999 |
+2.32% |
626 Financial LLC |
477 |
488 |
+11 |
+2.31% |
High Net Worth Advisory Group LLC |
3,123 |
3,195 |
+72 |
+2.31% |
Arthur M. Cohen & Associates LLC |
14,877 |
15,215 |
+338 |
+2.27% |
Annapolis Financial Services LLC |
132 |
135 |
+3 |
+2.27% |
Independence Bank of Kentucky |
1,105 |
1,130 |
+25 |
+2.26% |
Empire Life Investments Inc. |
25,419 |
25,986 |
+567 |
+2.23% |
Wells Trecaso Financial Group LLC |
358 |
366 |
+8 |
+2.23% |
Mayflower Financial Advisors LLC |
1,847 |
1,888 |
+41 |
+2.22% |
Private Trust Co. NA |
7,325 |
7,486 |
+161 |
+2.20% |
Ballast Advisors LLC |
1,998 |
2,042 |
+44 |
+2.20% |
Compton Wealth Advisory Group LLC |
3,792 |
3,875 |
+83 |
+2.19% |
Money Concepts Capital Corp |
2,850 |
2,912 |
+62 |
+2.18% |
Regions Financial Corp |
97,119 |
99,233 |
+2,114 |
+2.18% |
Commons Capital LLC |
2,490 |
2,544 |
+54 |
+2.17% |
PDS Planning Inc |
1,997 |
2,040 |
+43 |
+2.15% |
Bridgewealth Advisory Group LLC |
561 |
573 |
+12 |
+2.14% |
Townsend Asset Management Corp NC ADV |
8,217 |
8,390 |
+173 |
+2.11% |
Washburn Capital Management Inc. |
2,841 |
2,900 |
+59 |
+2.08% |
Beese Fulmer Investment Management Inc. |
31,068 |
31,703 |
+635 |
+2.04% |
Pinnacle Financial Partners Inc. |
33,233 |
33,910 |
+677 |
+2.04% |
Blodgett Wealth Advisors LLC |
4,073 |
4,154 |
+81 |
+1.99% |
United Asset Strategies Inc. |
2,079 |
2,120 |
+41 |
+1.97% |
KAMES CAPITAL plc |
127,747 |
130,266 |
+2,519 |
+1.97% |
F M Investments LLC |
414 |
422 |
+8 |
+1.93% |
Morton Capital Management LLC CA |
1,564 |
1,594 |
+30 |
+1.92% |
Petredis Investment Advisors LLC |
16,258 |
16,568 |
+310 |
+1.91% |
Madison Wealth Partners Inc |
1,002 |
1,021 |
+19 |
+1.90% |
Smith Anglin Financial LLC |
1,268 |
1,292 |
+24 |
+1.89% |
SNS Financial Group LLC |
1,427 |
1,454 |
+27 |
+1.89% |
Acorn Wealth Advisors LLC |
323 |
329 |
+6 |
+1.86% |
Rockline Wealth Management LLC |
8,052 |
8,202 |
+150 |
+1.86% |
Capital Performance Advisors LLP |
920 |
937 |
+17 |
+1.85% |
BCM Advisors LLC |
3,263 |
3,323 |
+60 |
+1.84% |
Fortune Financial Advisors LLC |
489 |
498 |
+9 |
+1.84% |
Park Avenue Securities LLC |
19,301 |
19,653 |
+352 |
+1.82% |
Birinyi Associates Inc. |
4,140 |
4,215 |
+75 |
+1.81% |
Pinnacle Wealth Management Advisory Group LLC |
4,763 |
4,849 |
+86 |
+1.81% |
Southland Equity Partners LLC |
551 |
561 |
+10 |
+1.81% |
ERn Financial LLC |
2,000 |
2,036 |
+36 |
+1.80% |
Onyx Bridge Wealth Group LLC |
557 |
567 |
+10 |
+1.80% |
Delta Financial Group Inc. |
2,686 |
2,734 |
+48 |
+1.79% |
Retirement Group LLC |
337 |
343 |
+6 |
+1.78% |
Guidance Capital Inc. |
1,302 |
1,325 |
+23 |
+1.77% |
AdvisorNet Financial Inc |
4,999 |
5,087 |
+88 |
+1.76% |
Thomasville National Bank |
624 |
635 |
+11 |
+1.76% |
Elite Wealth Management Inc. |
6,853 |
6,973 |
+120 |
+1.75% |
Sigma Investment Counselors Inc. |
15,690 |
15,963 |
+273 |
+1.74% |
Opinicus Capital Inc. |
1,784 |
1,815 |
+31 |
+1.74% |
Source Financial Advisors LLC |
360 |
366 |
+6 |
+1.67% |
Tradewinds Capital Management LLC |
1,448 |
1,472 |
+24 |
+1.66% |
Patriot Financial Group Insurance Agency LLC |
3,152 |
3,203 |
+51 |
+1.62% |
Northwest Quadrant Wealth Management LLC |
2,592 |
2,634 |
+42 |
+1.62% |
MBM Wealth Consultants LLC |
1,669 |
1,696 |
+27 |
+1.62% |
Tompkins Financial Corp |
14,069 |
14,295 |
+226 |
+1.61% |
17 Capital Partners LLC |
387 |
393 |
+6 |
+1.55% |
City State Bank |
2,265 |
2,300 |
+35 |
+1.55% |
Parisi Gray Wealth Management |
5,676 |
5,761 |
+85 |
+1.50% |
Atlas Private Wealth Management |
334 |
339 |
+5 |
+1.50% |
Sovereign Financial Group Inc. |
1,736 |
1,762 |
+26 |
+1.50% |
Insight Folios Inc |
739 |
750 |
+11 |
+1.49% |
Cooper Financial Group |
4,087 |
4,147 |
+60 |
+1.47% |
Crescent Grove Advisors LLC |
897 |
910 |
+13 |
+1.45% |
Community Bank & Trust Waco Texas |
695 |
705 |
+10 |
+1.44% |
Mcdonald Partners LLC |
2,234 |
2,266 |
+32 |
+1.43% |
Moseley Investment Management Inc. |
2,646 |
2,683 |
+37 |
+1.40% |
Investment Partners LTD. |
1,995 |
2,023 |
+28 |
+1.40% |
First Dallas Securities Inc. |
3,167 |
3,211 |
+44 |
+1.39% |
Sage Capital Advisors llc |
8,417 |
8,534 |
+117 |
+1.39% |
Pinnacle Bank |
5,098 |
5,168 |
+70 |
+1.37% |
Grandview Asset Management LLC |
2,646 |
2,681 |
+35 |
+1.32% |
Affiance Financial LLC |
544 |
551 |
+7 |
+1.29% |
Activest Wealth Management |
155 |
157 |
+2 |
+1.29% |
Ferguson Shapiro LLC |
394 |
399 |
+5 |
+1.27% |
Central Valley Advisors LLC |
3,868 |
3,917 |
+49 |
+1.27% |
Hanson & Doremus Investment Management |
10,605 |
10,738 |
+133 |
+1.25% |
GFS Advisors LLC |
566 |
573 |
+7 |
+1.24% |
MONECO Advisors LLC |
2,585 |
2,617 |
+32 |
+1.24% |
Mitchell & Pahl Private Wealth LLC |
2,693 |
2,726 |
+33 |
+1.23% |
Portside Wealth Group LLC |
1,142 |
1,156 |
+14 |
+1.23% |
Acorn Creek Capital LLC |
420 |
425 |
+5 |
+1.19% |
North Star Investment Management Corp. |
11,348 |
11,481 |
+133 |
+1.17% |
180 Wealth Advisors LLC |
8,723 |
8,825 |
+102 |
+1.17% |
SYSTM Wealth Solutions LLC |
1,851 |
1,872 |
+21 |
+1.13% |
Mirador Capital Partners LP |
4,383 |
4,431 |
+48 |
+1.10% |
Arlington Capital Management Inc. |
1,281 |
1,295 |
+14 |
+1.09% |
Monarch Capital Management Inc. |
858 |
867 |
+9 |
+1.05% |
McGuire Investment Group LLC |
19,512 |
19,710 |
+198 |
+1.01% |
Allen Mooney & Barnes Investment Advisors LLC |
704 |
711 |
+7 |
+0.99% |
Cranbrook Wealth Management LLC |
102 |
103 |
+1 |
+0.98% |
Northstar Group Inc. |
21,386 |
21,593 |
+207 |
+0.97% |
Avitas Wealth Management LLC |
23,675 |
23,905 |
+230 |
+0.97% |
CRA Financial Services LLC |
1,363 |
1,376 |
+13 |
+0.95% |
Stiles Financial Services Inc |
8,335 |
8,412 |
+77 |
+0.92% |
Hoxton Planning & Management LLC |
1,521 |
1,535 |
+14 |
+0.92% |
Core Wealth Partners LLC |
2,823 |
2,848 |
+25 |
+0.89% |
Marion Wealth Management |
2,390 |
2,411 |
+21 |
+0.88% |
Nations Financial Group Inc. IA ADV |
14,773 |
14,902 |
+129 |
+0.87% |
Harbor Investment Advisory LLC |
5,758 |
5,808 |
+50 |
+0.87% |
Shepherd Financial Partners LLC |
3,213 |
3,241 |
+28 |
+0.87% |
Chicago Capital LLC |
93,904 |
94,722 |
+818 |
+0.87% |
Covenant Asset Management LLC |
4,629 |
4,669 |
+40 |
+0.86% |
Fifth Third Wealth Advisors LLC |
4,566 |
4,605 |
+39 |
+0.85% |
Abacus Wealth Partners LLC |
1,992 |
2,009 |
+17 |
+0.85% |
Madrona Financial Services LLC |
5,692 |
5,740 |
+48 |
+0.84% |
Cordatus Wealth Management LLC |
3,919 |
3,952 |
+33 |
+0.84% |
Chemistry Wealth Management LLC |
2,967 |
2,992 |
+25 |
+0.84% |
First United Bank Trust |
2,799 |
2,822 |
+23 |
+0.82% |
Hixon Zuercher LLC |
11,255 |
11,346 |
+91 |
+0.81% |
Zullo Investment Group Inc. |
2,218 |
2,236 |
+18 |
+0.81% |
Sivia Capital Partners LLC |
3,946 |
3,978 |
+32 |
+0.81% |
Sumitomo Mitsui Trust Holdings Inc. |
1,148,155 |
1,157,350 |
+9,195 |
+0.80% |
Carr Financial Group Corp |
625 |
630 |
+5 |
+0.80% |
Sumitomo Life Insurance Co. |
11,215 |
11,304 |
+89 |
+0.79% |
Bridge Advisory LLC |
1,396 |
1,407 |
+11 |
+0.79% |
Benedict Financial Advisors Inc. |
3,970 |
4,001 |
+31 |
+0.78% |
Schnieders Capital Management LLC |
13,331 |
13,431 |
+100 |
+0.75% |
Spirit of America Management Corp NY |
6,781 |
6,831 |
+50 |
+0.74% |
Donaldson Capital Management LLC |
105,341 |
106,124 |
+783 |
+0.74% |
Whitener Capital Management Inc. |
2,820 |
2,840 |
+20 |
+0.71% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
18,074 |
18,202 |
+128 |
+0.71% |
Aurora Private Wealth Inc. |
707 |
712 |
+5 |
+0.71% |
waypoint wealth counsel |
1,275 |
1,284 |
+9 |
+0.71% |
Ironwood Financial llc |
3,728 |
3,754 |
+26 |
+0.70% |
Monument Capital Management |
728 |
733 |
+5 |
+0.69% |
SOA Wealth Advisors LLC. |
144 |
145 |
+1 |
+0.69% |
Enzi Wealth |
1,010 |
1,017 |
+7 |
+0.69% |
Seamount Financial Group Inc. |
1,610 |
1,621 |
+11 |
+0.68% |
Arbor Trust Wealth Advisors LLC |
5,356 |
5,392 |
+36 |
+0.67% |
Bourgeon Capital Management LLC |
456 |
459 |
+3 |
+0.66% |
Columbia Advisory Partners LLC |
1,521 |
1,531 |
+10 |
+0.66% |
Czech National Bank |
77,555 |
78,064 |
+509 |
+0.66% |
Sharkey Howes & Javer |
468 |
471 |
+3 |
+0.64% |
Harbour Capital Advisors LLC |
7,977 |
8,028 |
+51 |
+0.64% |
McKinley Carter Wealth Services Inc. |
18,210 |
18,325 |
+115 |
+0.63% |
Lantz Financial LLC |
648 |
652 |
+4 |
+0.62% |
High Note Wealth LLC |
483 |
486 |
+3 |
+0.62% |
Centurion Wealth Management LLC |
1,618 |
1,628 |
+10 |
+0.62% |
Geneva Partners LLC |
489 |
492 |
+3 |
+0.61% |
Bensler LLC |
12,098 |
12,171 |
+73 |
+0.60% |
Rooted Wealth Advisors Inc. |
337 |
339 |
+2 |
+0.59% |
L.M. Kohn & Company |
15,731 |
15,823 |
+92 |
+0.58% |
American National Bank |
20,385 |
20,504 |
+119 |
+0.58% |
Taylor Frigon Capital Management LLC |
2,441 |
2,455 |
+14 |
+0.57% |
Maryland State Retirement & Pension System |
34,493 |
34,688 |
+195 |
+0.57% |
NorthCrest Asset Manangement LLC |
41,029 |
41,260 |
+231 |
+0.56% |
Culbertson A N & Co. Inc. |
907 |
912 |
+5 |
+0.55% |
Gulf International Bank UK Ltd |
37,195 |
37,398 |
+203 |
+0.55% |
Financial Advisory Service Inc. |
6,091 |
6,124 |
+33 |
+0.54% |
Ellis Investment Partners LLC |
2,469 |
2,482 |
+13 |
+0.53% |
HighMark Wealth Management LLC |
382 |
384 |
+2 |
+0.52% |
Fairhaven Wealth Management LLC |
791 |
795 |
+4 |
+0.51% |
Fortune 45 LLC |
824 |
828 |
+4 |
+0.49% |
Wilsey Asset Management Inc. |
12,690 |
12,750 |
+60 |
+0.47% |
Capital Advisors Ltd. LLC |
1,294 |
1,300 |
+6 |
+0.46% |
Hoffman Alan N Investment Management |
11,679 |
11,731 |
+52 |
+0.45% |
Hartford Financial Management Inc. |
14,630 |
14,693 |
+63 |
+0.43% |
Northwest Capital Management Inc |
1,385 |
1,391 |
+6 |
+0.43% |
Spectrum Wealth Advisory Group LLC |
476 |
478 |
+2 |
+0.42% |
Borer Denton & Associates Inc. |
23,327 |
23,422 |
+95 |
+0.41% |
Cambridge Advisors Inc. |
748 |
751 |
+3 |
+0.40% |
Hunter Associates Investment Management LLC |
1,016 |
1,020 |
+4 |
+0.39% |
Neville Rodie & Shaw Inc. |
35,059 |
35,192 |
+133 |
+0.38% |
Scott & Selber Inc. |
2,446 |
2,455 |
+9 |
+0.37% |
PFS Partners LLC |
267 |
268 |
+1 |
+0.37% |
Clarity Financial LLC |
25,790 |
25,882 |
+92 |
+0.36% |
CAPROCK Group Inc. |
7,132 |
7,157 |
+25 |
+0.35% |
Smith Shellnut Wilson LLC ADV |
1,191 |
1,195 |
+4 |
+0.34% |
Courage Miller Partners LLC |
907 |
910 |
+3 |
+0.33% |
Investment Research & Advisory Group Inc. |
4,458 |
4,472 |
+14 |
+0.31% |
Unique Wealth LLC |
641 |
643 |
+2 |
+0.31% |
Janney Montgomery Scott LLC |
113,291 |
113,625 |
+334 |
+0.29% |
Amplius Wealth Advisors LLC |
1,051 |
1,054 |
+3 |
+0.29% |
Iams Wealth Management LLC |
714 |
716 |
+2 |
+0.28% |
Retirement Guys Formula LLC |
2,625 |
2,632 |
+7 |
+0.27% |
Trust Co. of Oklahoma |
8,818 |
8,841 |
+23 |
+0.26% |
Diversified Trust Co |
6,530 |
6,547 |
+17 |
+0.26% |
Oak Asset Management LLC |
4,373 |
4,384 |
+11 |
+0.25% |
Moulton Wealth Management Inc. |
425 |
426 |
+1 |
+0.24% |
FirstPurpose Wealth LLC |
2,098 |
2,103 |
+5 |
+0.24% |
Investment Advisory Services Inc. TX ADV |
2,656 |
2,662 |
+6 |
+0.23% |
Raymond James & Associates |
866,994 |
868,981 |
+1,987 |
+0.23% |
Capstone Triton Financial Group LLC |
4,156 |
4,165 |
+9 |
+0.22% |
TFC Financial Management |
918 |
920 |
+2 |
+0.22% |
Virginia Wealth Management Group Inc. |
913 |
915 |
+2 |
+0.22% |
Astoria Portfolio Advisors LLC. |
1,372 |
1,375 |
+3 |
+0.22% |
MBL Wealth LLC |
1,459 |
1,462 |
+3 |
+0.21% |
ST Germain D J Co. Inc. |
7,669 |
7,684 |
+15 |
+0.20% |
IFM Investors Pty Ltd |
86,631 |
86,800 |
+169 |
+0.20% |
Greenhouse Wealth Management LLC |
498 |
499 |
+1 |
+0.20% |
CAP Partners LLC |
500 |
501 |
+1 |
+0.20% |
West Coast Financial LLC |
3,610 |
3,617 |
+7 |
+0.19% |
Werlinich Asset Management LLC |
3,631 |
3,638 |
+7 |
+0.19% |
Albion Financial Group UT |
30,439 |
30,495 |
+56 |
+0.18% |
Monterey Private Wealth Inc. |
3,928 |
3,935 |
+7 |
+0.18% |
Mason & Associates Inc |
561 |
562 |
+1 |
+0.18% |
Lee Financial Group Hawaii Inc. |
1,205 |
1,207 |
+2 |
+0.17% |
Retirement Systems of Alabama |
218,675 |
219,037 |
+362 |
+0.17% |
NBC Securities Inc. |
2,573 |
2,577 |
+4 |
+0.16% |
CVA Family Office LLC |
1,924 |
1,927 |
+3 |
+0.16% |
Planned Solutions Inc. |
616 |
617 |
+1 |
+0.16% |
Werba Rubin Papier Wealth Management |
645 |
646 |
+1 |
+0.16% |
Charter Trust Co. |
37,693 |
37,750 |
+57 |
+0.15% |
Cornerstone Wealth Management LLC |
2,678 |
2,682 |
+4 |
+0.15% |
Bremer Bank National Association |
8,129 |
8,141 |
+12 |
+0.15% |
Sunpointe LLC |
688 |
689 |
+1 |
+0.15% |
Selective Wealth Management Inc. |
709 |
710 |
+1 |
+0.14% |
Arcadia Investment Management Corp MI |
27,681 |
27,718 |
+37 |
+0.13% |
Renaissance Investment Group LLC |
24,741 |
24,774 |
+33 |
+0.13% |
Skyline Advisors Inc. |
1,559 |
1,561 |
+2 |
+0.13% |
Welch Group LLC |
1,726 |
1,728 |
+2 |
+0.12% |
Stonegate Investment Group LLC |
83,894 |
83,995 |
+101 |
+0.12% |
GHE LLC |
6,456 |
6,464 |
+8 |
+0.12% |
Orrstown Financial Services Inc. |
982 |
983 |
+1 |
+0.10% |
Pettinga Financial Advisors LLC |
979 |
980 |
+1 |
+0.10% |
Dominguez Wealth Management Solutions Inc. |
1,030 |
1,031 |
+1 |
+0.10% |
Kercheville Advisors LLC |
12,421 |
12,434 |
+13 |
+0.10% |
Benin Management CORP |
6,727 |
6,733 |
+6 |
+0.09% |
Vanguard Capital Wealth Advisors |
1,115 |
1,116 |
+1 |
+0.09% |
Ridgecrest Wealth Partners LLC |
1,323 |
1,324 |
+1 |
+0.08% |
Marshall & Sullivan Inc. WA |
1,339 |
1,340 |
+1 |
+0.07% |
West Oak Capital LLC |
5,538 |
5,542 |
+4 |
+0.07% |
Strategic Advisors LLC |
4,491 |
4,494 |
+3 |
+0.07% |
Family Firm Inc. |
1,635 |
1,636 |
+1 |
+0.06% |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
3,444 |
3,446 |
+2 |
+0.06% |
S.A. Mason LLC |
5,213 |
5,216 |
+3 |
+0.06% |
Horst & Graben Wealth Management LLC |
1,768 |
1,769 |
+1 |
+0.06% |
Oak Harbor Wealth Partners LLC |
8,992 |
8,997 |
+5 |
+0.06% |
Retirement Planning Group |
31,868 |
31,875 |
+7 |
+0.02% |
13F Filers Reporting New Positions In COST |
Roble Belko & Company Inc |
0 |
0 |
UNCH |
100% |
American National Bank & Trust Co. VA |
0 |
3,385 |
+3,385 |
+100% |
Farmers Trust Co. |
0 |
295 |
+295 |
+100% |
Westend Capital Management LLC |
0 |
332 |
+332 |
+100% |
Hourglass Capital LLC |
0 |
310 |
+310 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
48,545 |
+48,545 |
+100% |
Northwest Bancshares Inc. |
0 |
419 |
+419 |
+100% |
Simplex Trading LLC |
0 |
5,589 |
+5,589 |
+100% |
Cutler Group LP |
0 |
138 |
+138 |
+100% |
Community Financial Services Group LLC |
0 |
15,546 |
+15,546 |
+100% |
Iowa State Bank |
0 |
1,899 |
+1,899 |
+100% |
Macroview Investment Management LLC |
0 |
17 |
+17 |
+100% |
Alaska Permanent Fund Corp |
0 |
7 |
+7 |
+100% |
Silver Lake Advisory LLC |
0 |
356 |
+356 |
+100% |
Allen Capital Group LLC |
0 |
330 |
+330 |
+100% |
SMI Advisory Services LLC |
0 |
5,294 |
+5,294 |
+100% |
USA Financial Portformulas Corp |
0 |
2,593 |
+2,593 |
+100% |
Well Done LLC |
0 |
286 |
+286 |
+100% |
Horizon Financial Services LLC |
0 |
25 |
+25 |
+100% |
Syverson Strege & Co |
0 |
303 |
+303 |
+100% |
SpiderRock Advisors LLC |
0 |
86,344 |
+86,344 |
+100% |
CBOE Vest Financial LLC |
0 |
737 |
+737 |
+100% |
Trilogy Capital Inc. |
0 |
290 |
+290 |
+100% |
Allied Investment Advisors LLC |
0 |
287 |
+287 |
+100% |
Q3 Asset Management |
0 |
4,109 |
+4,109 |
+100% |
Hurlow Wealth Management Group Inc. |
0 |
283 |
+283 |
+100% |
Taddei Ludwig & Associates Inc. |
0 |
335 |
+335 |
+100% |
Insight Financial Services |
0 |
13 |
+13 |
+100% |
MBE Wealth Management LLC |
0 |
275 |
+275 |
+100% |
Single Point Partners LLC |
0 |
315 |
+315 |
+100% |
Horizon Wealth Management LLC |
0 |
276 |
+276 |
+100% |
Wealth Advisory Solutions LLC |
0 |
359 |
+359 |
+100% |
Marshall Financial Group LLC |
0 |
281 |
+281 |
+100% |
Precision Wealth Strategies LLC |
0 |
2,011 |
+2,011 |
+100% |
Financial Management Network Inc. |
0 |
5,347 |
+5,347 |
+100% |
Willis Johnson & Associates Inc. |
0 |
625 |
+625 |
+100% |
Flynn Zito Capital Management LLC |
0 |
854 |
+854 |
+100% |
Koss Olinger Consulting LLC |
0 |
9,322 |
+9,322 |
+100% |
Riverwater Partners LLC |
0 |
510 |
+510 |
+100% |
Roberts Wealth Advisors LLC |
0 |
5,740 |
+5,740 |
+100% |
BayBridge Capital Group LLC |
0 |
1,679 |
+1,679 |
+100% |
Bowman & Co S.C. |
0 |
299 |
+299 |
+100% |
Eagle Strategies LLC |
0 |
3,208 |
+3,208 |
+100% |
Redmont Wealth Advisors LLC |
0 |
43 |
+43 |
+100% |
Simplicity Wealth LLC |
0 |
10,818 |
+10,818 |
+100% |
Retireful LLC |
0 |
3,260 |
+3,260 |
+100% |
Global Assets Advisory LLC |
0 |
696,604 |
+696,604 |
+100% |
Warther Private Wealth LLC |
0 |
310 |
+310 |
+100% |
Register Financial Advisors LLC |
0 |
121 |
+121 |
+100% |
HF Advisory Group LLC |
0 |
362 |
+362 |
+100% |
Milestone Asset Management LLC |
0 |
621 |
+621 |
+100% |
Financial Partners Group LLC |
0 |
1,615 |
+1,615 |
+100% |
Walker Financial Services Inc. |
0 |
282 |
+282 |
+100% |
Longbow Finance SA |
0 |
9,230 |
+9,230 |
+100% |
Midwest Financial Group LLC |
0 |
351 |
+351 |
+100% |
Granite Harbor Advisors Inc. |
0 |
290 |
+290 |
+100% |
Root Financial Partners LLC |
0 |
531 |
+531 |
+100% |
Christopher J. Hasenberg Inc |
0 |
17 |
+17 |
+100% |
Lecap Asset Management Ltd. |
0 |
3,069 |
+3,069 |
+100% |
Sterling Financial Group Inc. |
0 |
289 |
+289 |
+100% |
Waterway Wealth Management LLC |
0 |
306 |
+306 |
+100% |
Unique Wealth Strategies LLC |
0 |
671 |
+671 |
+100% |
Focus Financial Network Inc. |
0 |
10,582 |
+10,582 |
+100% |
Edge Financial Advisors LLC |
0 |
427 |
+427 |
+100% |
Pullen Investment Management LLC |
0 |
1,964 |
+1,964 |
+100% |
Duncan Williams Asset Management LLC |
0 |
755 |
+755 |
+100% |
Mosley Wealth Management |
0 |
294 |
+294 |
+100% |
Foguth Wealth Management LLC. |
0 |
353 |
+353 |
+100% |
Emprise Bank |
0 |
2,910 |
+2,910 |
+100% |
Cascade Wealth Advisors Inc |
0 |
460 |
+460 |
+100% |
Davies Financial Advisors Inc. |
0 |
2,578 |
+2,578 |
+100% |
Diversify Advisory Services LLC |
0 |
24,837 |
+24,837 |
+100% |
13F Filers With Unchanged Share Count |
Montag & Caldwell LLC |
1,443 |
1,443 |
UNCH |
0.00% |
Mcrae Capital Management Inc. |
978 |
978 |
UNCH |
0.00% |
Walter & Keenan Financial Consulting Co. MI ADV |
2,397 |
2,397 |
UNCH |
0.00% |
Summit Financial Group Inc. |
408 |
408 |
UNCH |
0.00% |
First National Corp MA ADV |
3,098 |
3,098 |
UNCH |
0.00% |
Cornerstone Capital Inc. |
442 |
442 |
UNCH |
0.00% |
Investors Asset Management of Georgia Inc. GA ADV |
2,545 |
2,545 |
UNCH |
0.00% |
Campbell Newman Asset Management Inc. |
505 |
505 |
UNCH |
0.00% |
Folger Nolan Fleming Douglas Capital Management Inc. |
552 |
552 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
3,224 |
3,224 |
UNCH |
0.00% |
Fort Washington Investment Advisors Inc. OH |
7,812 |
7,812 |
UNCH |
0.00% |
Matrix Asset Advisors Inc. NY |
547 |
547 |
UNCH |
0.00% |
Arvest Investments Inc. |
265 |
265 |
UNCH |
0.00% |
Atwood & Palmer Inc. |
1,704 |
1,704 |
UNCH |
0.00% |
Armstrong Henry H Associates Inc. |
1,116 |
1,116 |
UNCH |
0.00% |
Shikiar Asset Management Inc. |
2,460 |
2,460 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
5,480 |
5,480 |
UNCH |
0.00% |
Forbes J M & Co. LLP |
2,320 |
2,320 |
UNCH |
0.00% |
Lynch & Associates IN |
335 |
335 |
UNCH |
0.00% |
Chatham Capital Group Inc. |
538 |
538 |
UNCH |
0.00% |
Argent Capital Management LLC |
3,125 |
3,125 |
UNCH |
0.00% |
Independent Investors Inc. |
2,890 |
2,890 |
UNCH |
0.00% |
Lathrop Investment Management Corp |
384 |
384 |
UNCH |
0.00% |
Seizert Capital Partners LLC |
763 |
763 |
UNCH |
0.00% |
Sander Capital Advisors Inc. |
1,585 |
1,585 |
UNCH |
0.00% |
Deltec Asset Management LLC |
3,700 |
3,700 |
UNCH |
0.00% |
Chickasaw Capital Management LLC |
780 |
780 |
UNCH |
0.00% |
Thompson Investment Management Inc. |
730 |
730 |
UNCH |
0.00% |
Deroy & Devereaux Private Investment Counsel Inc. |
1,760 |
1,760 |
UNCH |
0.00% |
Profit Investment Management LLC |
1,310 |
1,310 |
UNCH |
0.00% |
Covenant Partners LLC |
420 |
420 |
UNCH |
0.00% |
SeaBridge Investment Advisors LLC |
2,239 |
2,239 |
UNCH |
0.00% |
Pacific Heights Asset Management LLC |
57,000 |
57,000 |
UNCH |
0.00% |
AlphaMark Advisors LLC |
147 |
147 |
UNCH |
0.00% |
Phocas Financial Corp. |
606 |
606 |
UNCH |
0.00% |
Horrell Capital Management Inc. |
3 |
3 |
UNCH |
0.00% |
Barton Investment Management |
1,024 |
1,024 |
UNCH |
0.00% |
Reik & CO. LLC |
442 |
442 |
UNCH |
0.00% |
Seascape Capital Management |
421 |
421 |
UNCH |
0.00% |
Gibson Capital LLC |
645 |
645 |
UNCH |
0.00% |
Legato Capital Management LLC |
3,503 |
3,503 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
10,300 |
10,300 |
UNCH |
0.00% |
Randolph Co Inc |
54,585 |
54,585 |
UNCH |
0.00% |
Alecta Pensionsforsakring Omsesidigt |
280,000 |
280,000 |
UNCH |
0.00% |
Rocky Mountain Advisers LLC |
40 |
40 |
UNCH |
0.00% |
Reliant Investment Management LLC |
391 |
391 |
UNCH |
0.00% |
Hendershot Investments Inc. |
771 |
771 |
UNCH |
0.00% |
Smith & Howard Wealth Management LLC |
1,024 |
1,024 |
UNCH |
0.00% |
Ascent Wealth Partners LLC |
710 |
710 |
UNCH |
0.00% |
Stonehearth Capital Management LLC |
432 |
432 |
UNCH |
0.00% |
Seven Post Investment Office LP |
313 |
313 |
UNCH |
0.00% |
Court Place Advisors LLC |
1,207 |
1,207 |
UNCH |
0.00% |
Murphy Pohlad Asset Management LLC |
1,096 |
1,096 |
UNCH |
0.00% |
Osher Van de Voorde Investment Management |
885 |
885 |
UNCH |
0.00% |
Parkside Advisors LLC |
1,059 |
1,059 |
UNCH |
0.00% |
Oakworth Capital Inc. |
1,615 |
1,615 |
UNCH |
0.00% |
Arbor Investment Advisors LLC |
1,829 |
1,829 |
UNCH |
0.00% |
Page Arthur B |
400 |
400 |
UNCH |
0.00% |
Notis McConarty Edward |
2,598 |
2,598 |
UNCH |
0.00% |
Riverview Trust Co |
979 |
979 |
UNCH |
0.00% |
M. Kraus & Co |
820 |
820 |
UNCH |
0.00% |
Tarbox Family Office Inc. |
745 |
745 |
UNCH |
0.00% |
CKW Financial Group |
2,565 |
2,565 |
UNCH |
0.00% |
Grassi Investment Management |
4,790 |
4,790 |
UNCH |
0.00% |
Compagnie Lombard Odier SCmA |
110 |
110 |
UNCH |
0.00% |
Northside Capital Management LLC |
2,398 |
2,398 |
UNCH |
0.00% |
Westhampton Capital LLC |
3,277 |
3,277 |
UNCH |
0.00% |
Steele Capital Management Inc. |
477 |
477 |
UNCH |
0.00% |
REDW Wealth LLC |
1,119 |
1,119 |
UNCH |
0.00% |
HMS Capital Management LLC |
401 |
401 |
UNCH |
0.00% |
Armor Investment Advisors LLC |
388 |
388 |
UNCH |
0.00% |
Radnor Capital Management LLC |
1,442 |
1,442 |
UNCH |
0.00% |
Symmetry Partners LLC |
2,193 |
2,193 |
UNCH |
0.00% |
Founders Capital Management |
460 |
460 |
UNCH |
0.00% |
Cantor Fitzgerald Investment Adviser L.P. |
1,850 |
1,850 |
UNCH |
0.00% |
MPS Loria Financial Planners LLC |
388 |
388 |
UNCH |
0.00% |
Security National Bank |
795 |
795 |
UNCH |
0.00% |
Sawyer & Company Inc |
840 |
840 |
UNCH |
0.00% |
Diamant Asset Management Inc. |
8,435 |
8,435 |
UNCH |
0.00% |
Martin Capital Partners LLC |
485 |
485 |
UNCH |
0.00% |
Avondale Wealth Management |
78 |
78 |
UNCH |
0.00% |
Pflug Koory LLC |
291 |
291 |
UNCH |
0.00% |
Exeter Financial LLC |
944 |
944 |
UNCH |
0.00% |
Essex Savings Bank |
1,914 |
1,914 |
UNCH |
0.00% |
Pasadena Private Wealth LLC |
445 |
445 |
UNCH |
0.00% |
VERITY Wealth Advisors |
500 |
500 |
UNCH |
0.00% |
Shulman DeMeo Asset Management LLC |
500 |
500 |
UNCH |
0.00% |
Market Street Wealth Management Advisors LLC |
2,193 |
2,193 |
UNCH |
0.00% |
Foster Victor Wealth Advisors LLC |
476 |
476 |
UNCH |
0.00% |
Your Advocates Ltd. LLP |
114 |
114 |
UNCH |
0.00% |
IFG Advisors LLC |
1,020 |
1,020 |
UNCH |
0.00% |
Carolina Wealth Advisors LLC |
201 |
201 |
UNCH |
0.00% |
HBW Advisory Services LLC |
432 |
432 |
UNCH |
0.00% |
Pavion Blue Capital LLC |
9,432 |
9,432 |
UNCH |
0.00% |
Cedar Mountain Advisors LLC |
326 |
326 |
UNCH |
0.00% |
Cairn Investment Group Inc. |
6,024 |
6,024 |
UNCH |
0.00% |
LifeSteps Financial Inc. |
1,443 |
1,443 |
UNCH |
0.00% |
WJ Wealth Management LLC |
622 |
622 |
UNCH |
0.00% |
Key Financial Inc |
588 |
588 |
UNCH |
0.00% |
Lion Street Advisors LLC |
6,722 |
6,722 |
UNCH |
0.00% |
Platte River Wealth Advisors LLC |
1,212 |
1,212 |
UNCH |
0.00% |
Magnolia Capital Management Ltd. |
1,008 |
1,008 |
UNCH |
0.00% |
H&H Retirement Design & Management INC |
428 |
428 |
UNCH |
0.00% |
Blue Zone Wealth Advisors LLC |
688 |
688 |
UNCH |
0.00% |
American Institute for Advanced Investment Management LLP |
1,104 |
1,104 |
UNCH |
0.00% |
Trinity Financial Advisors LLC |
1,014 |
1,014 |
UNCH |
0.00% |
StrongBox Wealth LLC |
6,093 |
6,093 |
UNCH |
0.00% |
Tennessee Valley Asset Management Partners |
313 |
313 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
72 |
72 |
UNCH |
0.00% |
West Financial Advisors LLC |
41 |
41 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
100 |
100 |
UNCH |
0.00% |
Navis Wealth Advisors LLC |
369 |
369 |
UNCH |
0.00% |
Alliance Wealth Advisors LLC |
451 |
451 |
UNCH |
0.00% |
One One Wealth Management LLC |
413 |
413 |
UNCH |
0.00% |
Advisory Services & Investments LLC |
1,078 |
1,078 |
UNCH |
0.00% |
Border to Coast Pensions Partnership Ltd |
58,983 |
58,983 |
UNCH |
0.00% |
Whalen Wealth Management Inc. |
1,603 |
1,603 |
UNCH |
0.00% |
GoalFusion Wealth Management LLC |
388 |
388 |
UNCH |
0.00% |
Schaeffer Financial LLC |
493 |
493 |
UNCH |
0.00% |
Cross Staff Investments Inc |
1,850 |
1,850 |
UNCH |
0.00% |
Martin Capital Advisors LLP |
4,480 |
4,480 |
UNCH |
0.00% |
Caldwell Investment Management Ltd. |
2,800 |
2,800 |
UNCH |
0.00% |
PCG Wealth Advisors LLC |
440 |
440 |
UNCH |
0.00% |
Viewpoint Capital Management LLC |
2,433 |
2,433 |
UNCH |
0.00% |
Lockerman Financial Group Inc. |
400 |
400 |
UNCH |
0.00% |
Lynch Asset Management Inc. |
2,500 |
2,500 |
UNCH |
0.00% |
MKT Advisors LLC |
2,234 |
2,234 |
UNCH |
0.00% |
Kathleen S. Wright Associates Inc. |
15 |
15 |
UNCH |
0.00% |
Insight Inv LLC |
504 |
504 |
UNCH |
0.00% |
Morton Brown Family Wealth LLC |
45 |
45 |
UNCH |
0.00% |
Ameliora Wealth Management Ltd. |
5,126 |
5,126 |
UNCH |
0.00% |
Archvest Wealth Advisors Inc. |
388 |
388 |
UNCH |
0.00% |
First International Bank & Trust |
638 |
638 |
UNCH |
0.00% |
Paragon Financial Partners Inc. |
2,746 |
2,746 |
UNCH |
0.00% |
Byrne Asset Management LLC |
197 |
197 |
UNCH |
0.00% |
ETF Store Inc. |
574 |
574 |
UNCH |
0.00% |
Family CFO Inc |
190 |
190 |
UNCH |
0.00% |
Greenspring Advisors LLC |
377 |
377 |
UNCH |
0.00% |
Waycross Investment Management Co |
541 |
541 |
UNCH |
0.00% |
Libra Wealth LLC |
390 |
390 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
656 |
656 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
450 |
450 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
368 |
368 |
UNCH |
0.00% |
Coston McIsaac & Partners |
342 |
342 |
UNCH |
0.00% |
Swisher Financial Concepts Inc. |
601 |
601 |
UNCH |
0.00% |
Citizens Business Bank |
723 |
723 |
UNCH |
0.00% |
Summa Corp. |
923 |
923 |
UNCH |
0.00% |
Creative Capital Management Investments LLC |
329 |
329 |
UNCH |
0.00% |
Stephens Consulting LLC |
235 |
235 |
UNCH |
0.00% |
Lam Group Inc. |
30 |
30 |
UNCH |
0.00% |
Northern Financial Advisors Inc |
1,604 |
1,604 |
UNCH |
0.00% |
Forza Wealth Management LLC |
2,770 |
2,770 |
UNCH |
0.00% |
Seed Wealth Management Inc. |
509 |
509 |
UNCH |
0.00% |
Heritage Wealth Partners LLC |
439 |
439 |
UNCH |
0.00% |
Glass Jacobson Investment Advisors llc |
288 |
288 |
UNCH |
0.00% |
Cora Capital Advisors LLC |
366 |
366 |
UNCH |
0.00% |
Financial Freedom LLC |
50 |
50 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
229 |
229 |
UNCH |
0.00% |
RF&L Wealth Management LLC |
1,865 |
1,865 |
UNCH |
0.00% |
KLR Investment Advisors LLC |
402 |
402 |
UNCH |
0.00% |
Values Added Financial LLC |
1,184 |
1,184 |
UNCH |
0.00% |
Pinnacle West Asset Management Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
Hudson Canyon Capital Management |
3,987 |
3,987 |
UNCH |
0.00% |
Altiora Financial Group LLC |
990 |
990 |
UNCH |
0.00% |
Silvia Mccoll Wealth Management LLC |
3,023 |
3,023 |
UNCH |
0.00% |
Madison Park Capital Advisors LLC |
2,988 |
2,988 |
UNCH |
0.00% |
Financial Advisory Partners LLC |
360 |
360 |
UNCH |
0.00% |
Halpern Financial Inc. |
401 |
401 |
UNCH |
0.00% |
Williams & Novak LLC |
461 |
461 |
UNCH |
0.00% |
Exchange Bank |
808 |
808 |
UNCH |
0.00% |
Sentry LLC |
1,428 |
1,428 |
UNCH |
0.00% |
Integrity Wealth Solutions LLC |
366 |
366 |
UNCH |
0.00% |
StoneCrest Wealth Management Inc. |
550 |
550 |
UNCH |
0.00% |
Naples Money Management LLC |
17 |
17 |
UNCH |
0.00% |
Precedent Wealth Partners LLC |
333 |
333 |
UNCH |
0.00% |
Fonville Wealth Management LLC |
425 |
425 |
UNCH |
0.00% |
Bear Mountain Capital Inc. |
542 |
542 |
UNCH |
0.00% |
Evergreen Private Wealth LLC |
32 |
32 |
UNCH |
0.00% |
ORBA Wealth Advisors L.L.C. |
1,376 |
1,376 |
UNCH |
0.00% |
Patrick M Sweeney & Associates Inc. |
2,582 |
2,582 |
UNCH |
0.00% |
Access Investment Management LLC |
20 |
20 |
UNCH |
0.00% |
Sachetta LLC |
1,209 |
1,209 |
UNCH |
0.00% |
Partnership Wealth Management LLC |
23 |
23 |
UNCH |
0.00% |
Schulz Wealth LTD. |
356 |
356 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
159 |
159 |
UNCH |
0.00% |
Cove Private Wealth LLC |
1,180 |
1,180 |
UNCH |
0.00% |
Walden Wealth Partners LLC |
1,172 |
1,172 |
UNCH |
0.00% |
Fairway Wealth LLC |
20 |
20 |
UNCH |
0.00% |
13F Filers Decreasing COST Share Count |
Granite Bay Wealth Management LLC |
77,577 |
1,224 |
-76,353 |
-98.42% |
New Capital Management LP |
10,974 |
884 |
-10,090 |
-91.94% |
GUNN & Co INVESTMENT MANAGEMENT INC. |
56,516 |
5,208 |
-51,308 |
-90.78% |
Atlas Capital Advisors LLC |
5,494 |
621 |
-4,873 |
-88.70% |
Parkside Investments LLC |
2,835 |
448 |
-2,387 |
-84.20% |
Norris Perne & French LLP MI |
36,797 |
7,399 |
-29,398 |
-79.89% |
Advisor Resource Council |
5,735 |
1,157 |
-4,578 |
-79.83% |
LifePro Asset Management |
1,554 |
345 |
-1,209 |
-77.80% |
C2C Wealth Management LLC |
1,225 |
273 |
-952 |
-77.71% |
Carlson Capital Management |
2,565 |
780 |
-1,785 |
-69.59% |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
4,431 |
1,418 |
-3,013 |
-68.00% |
Overbrook Management Corp |
1,553 |
502 |
-1,051 |
-67.68% |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
12,928 |
4,266 |
-8,662 |
-67.00% |
AustralianSuper Pty Ltd |
61,411 |
20,363 |
-41,048 |
-66.84% |
Northeast Financial Group Inc. |
1,249 |
426 |
-823 |
-65.89% |
Hartline Investment Corp |
9,993 |
3,446 |
-6,547 |
-65.52% |
Consolidated Portfolio Review Corp |
1,790 |
632 |
-1,158 |
-64.69% |
Traveka Wealth LLC |
1,975 |
703 |
-1,272 |
-64.41% |
BlueChip Wealth Advisors LLC |
794 |
297 |
-497 |
-62.59% |
PayPay Securities Corp |
32 |
13 |
-19 |
-59.38% |
Steel Peak Wealth Management LLC |
18,987 |
8,555 |
-10,432 |
-54.94% |
Alpine Woods Capital Investors LLC |
3,150 |
1,435 |
-1,715 |
-54.44% |
Strata Wealth Advisors LLC |
1,212 |
595 |
-617 |
-50.91% |
Trust Co of the South |
1,137 |
578 |
-559 |
-49.16% |
Hoese & Co LLP |
19 |
10 |
-9 |
-47.37% |
Grant GrossMendelsohn LLC |
3,341 |
1,762 |
-1,579 |
-47.26% |
Canandaigua National Bank & Trust Co. |
3,211 |
1,726 |
-1,485 |
-46.25% |
Trust Co of Kansas |
14,625 |
8,012 |
-6,613 |
-45.22% |
Fairman Group LLC |
360 |
200 |
-160 |
-44.44% |
Rational Advisors LLC |
6,670 |
3,865 |
-2,805 |
-42.05% |
Planning Capital Management Corp |
250 |
145 |
-105 |
-42.00% |
Meitav Dash Investments Ltd. |
128,307 |
74,854 |
-53,453 |
-41.66% |
Argent Advisors Inc. |
2,130 |
1,309 |
-821 |
-38.54% |
Arista Wealth Management LLC |
1,965 |
1,219 |
-746 |
-37.96% |
Tower Bridge Advisors |
17,289 |
10,811 |
-6,478 |
-37.47% |
Vista Wealth Management Group LLC |
457 |
286 |
-171 |
-37.42% |
Fermata Advisors LLC |
2,531 |
1,604 |
-927 |
-36.63% |
Fundamentun LLC |
7,924 |
5,106 |
-2,818 |
-35.56% |
Proffitt & Goodson Inc. |
154 |
100 |
-54 |
-35.06% |
Mendota Financial Group LLC |
411 |
270 |
-141 |
-34.31% |
Hedeker Wealth LLC |
6,157 |
4,055 |
-2,102 |
-34.14% |
Peterson Wealth Advisors LLC |
609 |
406 |
-203 |
-33.33% |
Boston Trust Walden Corp |
271,771 |
181,295 |
-90,476 |
-33.29% |
Wealth Effects LLC |
1,324 |
886 |
-438 |
-33.08% |
Denver Wealth Management Inc. |
610 |
422 |
-188 |
-30.82% |
Summit Global Investments |
8,180 |
5,691 |
-2,489 |
-30.43% |
Park Place Capital Corp |
1,031 |
726 |
-305 |
-29.58% |
DNB Asset Management AS |
101,144 |
71,336 |
-29,808 |
-29.47% |
Soundmark Wealth Management LLC |
648 |
460 |
-188 |
-29.01% |
Dupree Financial Group LLC |
9,500 |
6,748 |
-2,752 |
-28.97% |
AMI Asset Management Corp |
85,023 |
60,557 |
-24,466 |
-28.78% |
Plimoth Trust Co. LLC |
1,221 |
871 |
-350 |
-28.67% |
Hodges Capital Management Inc. |
10,554 |
7,557 |
-2,997 |
-28.40% |
Haverford Financial Services Inc. |
26,679 |
19,136 |
-7,543 |
-28.27% |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
3,641 |
2,633 |
-1,008 |
-27.68% |
Paragon Capital Management Ltd |
416 |
301 |
-115 |
-27.64% |
Founders Financial Securities LLC |
4,903 |
3,573 |
-1,330 |
-27.13% |
Stratos Wealth Advisors LLC |
22,409 |
16,363 |
-6,046 |
-26.98% |
Transform Wealth LLC |
22,247 |
16,352 |
-5,895 |
-26.50% |
Tandem Investment Advisors Inc. |
74,947 |
55,111 |
-19,836 |
-26.47% |
Tributary Capital Management LLC |
1,285 |
945 |
-340 |
-26.46% |
CWS Financial Advisors LLC |
806 |
594 |
-212 |
-26.30% |
Lowe Wealth Advisors LLC |
109 |
81 |
-28 |
-25.69% |
UMB Bank N A MO |
172,923 |
129,537 |
-43,386 |
-25.09% |
Grace & White Inc. NY |
400 |
300 |
-100 |
-25.00% |
Barrett & Company Inc. |
40 |
30 |
-10 |
-25.00% |
Hennion & Walsh Asset Management Inc. |
6,961 |
5,290 |
-1,671 |
-24.01% |
ZRC Wealth Management LLC |
1,572 |
1,195 |
-377 |
-23.98% |
LexAurum Advisors LLC |
2,033 |
1,559 |
-474 |
-23.32% |
FCG Investment Co |
2,997 |
2,307 |
-690 |
-23.02% |
Peoples Financial Services CORP. |
1,500 |
1,172 |
-328 |
-21.87% |
JTC Employer Solutions Trusteee Ltd |
32,470 |
25,470 |
-7,000 |
-21.56% |
BOK Financial Private Wealth Inc. |
7,989 |
6,271 |
-1,718 |
-21.50% |
Summit Financial LLC |
20,134 |
15,830 |
-4,304 |
-21.38% |
North Point Portfolio Managers Corp OH |
39,854 |
31,356 |
-8,498 |
-21.32% |
Acute Investment Advisory LLC |
515 |
407 |
-108 |
-20.97% |
Adviser Investments LLC |
75,049 |
59,519 |
-15,530 |
-20.69% |
Octavia Wealth Advisors LLC |
1,912 |
1,524 |
-388 |
-20.29% |
Kingswood Wealth Advisors LLC |
7,157 |
5,712 |
-1,445 |
-20.19% |
Compass Capital Management Inc. |
343 |
275 |
-68 |
-19.83% |
Charles Schwab Trust Co |
1,261 |
1,013 |
-248 |
-19.67% |
Bordeaux Wealth Advisors LLC |
2,162 |
1,751 |
-411 |
-19.01% |
Mather Group LLC. |
9,831 |
7,964 |
-1,867 |
-18.99% |
Quantum Financial Advisors LLC |
856 |
694 |
-162 |
-18.93% |
Symphony Financial Ltd. Co. |
6,367 |
5,207 |
-1,160 |
-18.22% |
Galvin Gaustad & Stein LLC |
32,229 |
26,368 |
-5,861 |
-18.19% |
Brown Advisory Inc. |
982,145 |
805,390 |
-176,755 |
-18.00% |
APCM Wealth Management for Individuals |
987 |
810 |
-177 |
-17.93% |
Townsend & Associates Inc |
562 |
463 |
-99 |
-17.62% |
Successful Portfolios LLC |
475 |
392 |
-83 |
-17.47% |
First National Bank of Mount Dora Trust Investment Services |
18,345 |
15,152 |
-3,193 |
-17.41% |
Baldwin Brothers Inc. MA |
53,344 |
44,072 |
-9,272 |
-17.38% |
Sugarloaf Wealth Management LLC |
1,426 |
1,187 |
-239 |
-16.76% |
Trinity Legacy Partners LLC |
8,093 |
6,743 |
-1,350 |
-16.68% |
Pensionfund Sabic |
4,800 |
4,000 |
-800 |
-16.67% |
Fulton Breakefield Broenniman LLC |
2,829 |
2,358 |
-471 |
-16.65% |
Global Trust Asset Management LLC |
3,373 |
2,813 |
-560 |
-16.60% |
Addenda Capital Inc. |
17,916 |
15,016 |
-2,900 |
-16.19% |
Clearview Wealth Advisors LLC |
1,071 |
898 |
-173 |
-16.15% |
Boston Common Asset Management LLC |
18,881 |
15,916 |
-2,965 |
-15.70% |
Opal Wealth Advisors LLC |
546 |
462 |
-84 |
-15.38% |
Monticello Wealth Management LLC |
783 |
663 |
-120 |
-15.33% |
Ronald Blue Trust Inc. |
4,100 |
3,477 |
-623 |
-15.20% |
Chemung Canal Trust Co. |
770 |
653 |
-117 |
-15.19% |
Banque Cantonale Vaudoise |
4,858 |
4,128 |
-730 |
-15.03% |
FFT Wealth Management LLC |
757 |
644 |
-113 |
-14.93% |
Latitude Advisors LLC |
414 |
353 |
-61 |
-14.73% |
Mn Services Vermogensbeheer B.V. |
209,700 |
179,000 |
-30,700 |
-14.64% |
Brookstone Capital Management |
17,447 |
14,944 |
-2,503 |
-14.35% |
Sage Investment Advisers LLC |
350 |
300 |
-50 |
-14.29% |
Stock Yards Bank & Trust Co. |
67,935 |
58,262 |
-9,673 |
-14.24% |
Lakeside Advisors INC. |
17,610 |
15,161 |
-2,449 |
-13.91% |
RFG Advisory LLC |
6,405 |
5,525 |
-880 |
-13.74% |
Connable Office Inc. |
6,187 |
5,346 |
-841 |
-13.59% |
Cullinan Associates Inc. |
21,846 |
18,882 |
-2,964 |
-13.57% |
Tritonpoint Wealth LLC |
8,458 |
7,319 |
-1,139 |
-13.47% |
Sequoia Financial Advisors LLC |
45,925 |
39,775 |
-6,150 |
-13.39% |
JNBA Financial Advisors |
344 |
298 |
-46 |
-13.37% |
Davis Capital Management |
1,709 |
1,484 |
-225 |
-13.17% |
Buttonwood Financial Advisors Inc. |
1,597 |
1,388 |
-209 |
-13.09% |
Bangor Savings Bank |
1,222 |
1,065 |
-157 |
-12.85% |
Caldwell Sutter Capital Inc. |
4,989 |
4,348 |
-641 |
-12.85% |
Amalgamated Bank |
110,220 |
96,113 |
-14,107 |
-12.80% |
MeadowBrook Investment Advisors LLC |
4,092 |
3,576 |
-516 |
-12.61% |
Little House Capital LLC |
3,313 |
2,901 |
-412 |
-12.44% |
Bruce G. Allen Investments LLC |
154 |
135 |
-19 |
-12.34% |
Vantage Investment Partners LLC |
12,838 |
11,263 |
-1,575 |
-12.27% |
Pennsylvania Capital Management Inc. ADV |
450 |
395 |
-55 |
-12.22% |
Appleton Partners Inc. MA |
17,202 |
15,133 |
-2,069 |
-12.03% |
Kovack Advisors Inc. |
6,131 |
5,401 |
-730 |
-11.91% |
Constitution Capital LLC |
1,450 |
1,280 |
-170 |
-11.72% |
Beech Hill Advisors Inc. |
855 |
755 |
-100 |
-11.70% |
Mckinley Capital Management LLC Delaware |
15,898 |
14,038 |
-1,860 |
-11.70% |
Integrated Investment Consultants LLC |
1,138 |
1,005 |
-133 |
-11.69% |
Peak Financial Advisors LLC |
4,112 |
3,636 |
-476 |
-11.58% |
SeaCrest Wealth Management LLC |
10,742 |
9,498 |
-1,244 |
-11.58% |
MBA Advisors LLC |
347 |
307 |
-40 |
-11.53% |
Greenwood Capital Associates LLC |
932 |
825 |
-107 |
-11.48% |
Global Wealth Strategies & Associates |
107 |
95 |
-12 |
-11.21% |
Kesler Norman & Wride LLC |
15,504 |
13,774 |
-1,730 |
-11.16% |
Fluent Financial LLC |
1,453 |
1,291 |
-162 |
-11.15% |
Mirae Asset Global Investments Co. Ltd. |
493,764 |
442,220 |
-51,544 |
-10.44% |
Triasima Portfolio Management inc. |
3,557 |
3,186 |
-371 |
-10.43% |
Hyperion Partners LLC |
797 |
714 |
-83 |
-10.41% |
First Financial Bank Trust Division |
519 |
465 |
-54 |
-10.40% |
Mitchell Sinkler & Starr PA |
2,595 |
2,326 |
-269 |
-10.37% |
Elk River Wealth Management LLC |
19,351 |
17,351 |
-2,000 |
-10.34% |
Weaver Consulting Group |
1,782 |
1,599 |
-183 |
-10.27% |
KRS Capital Management LLC |
909 |
816 |
-93 |
-10.23% |
JGP Wealth Management LLC |
4,223 |
3,794 |
-429 |
-10.16% |
Hudson Valley Investment Advisors Inc. ADV |
2,353 |
2,116 |
-237 |
-10.07% |
AFT Forsyth & Company Inc. |
2,943 |
2,648 |
-295 |
-10.02% |
S.E.E.D. Planning Group LLC |
11,902 |
10,711 |
-1,191 |
-10.01% |
MADDEN SECURITIES Corp |
503 |
454 |
-49 |
-9.74% |
Drive Wealth Management LLC |
1,371 |
1,240 |
-131 |
-9.56% |
MCF Advisors LLC |
695 |
629 |
-66 |
-9.50% |
Gradient Investments LLC |
26,815 |
24,268 |
-2,547 |
-9.50% |
Silverlake Wealth Management LLC |
1,527 |
1,383 |
-144 |
-9.43% |
Pinnacle Associates Ltd. |
46,361 |
42,027 |
-4,334 |
-9.35% |
Coastal Investment Advisors Inc. |
4,362 |
3,956 |
-406 |
-9.31% |
Thrive Wealth Management LLC |
550 |
499 |
-51 |
-9.27% |
Apeiron RIA LLC |
780 |
708 |
-72 |
-9.23% |
Spire Wealth Management |
34,702 |
31,511 |
-3,191 |
-9.20% |
Tower View Investment Management & Research LLC |
7,424 |
6,743 |
-681 |
-9.17% |
Capital Investment Counsel Inc |
71,514 |
65,064 |
-6,450 |
-9.02% |
Patriot Investment Management Inc. |
1,200 |
1,093 |
-107 |
-8.92% |
Dakota Community Bank & Trust NA |
214 |
195 |
-19 |
-8.88% |
Eads & Heald Wealth Management |
5,373 |
4,899 |
-474 |
-8.82% |
Better Money Decisions LLC |
469 |
428 |
-41 |
-8.74% |
Affinity Wealth Management LLC |
1,086 |
992 |
-94 |
-8.66% |
M&R Capital Management Inc. |
7,196 |
6,575 |
-621 |
-8.63% |
Congress Wealth Management LLC DE |
61,190 |
55,974 |
-5,216 |
-8.52% |
Walker Asset Management LLC |
639 |
585 |
-54 |
-8.45% |
Horan Capital Advisors LLC. |
810 |
743 |
-67 |
-8.27% |
WealthBridge Capital Management LLC |
923 |
847 |
-76 |
-8.23% |
Somerset Trust Co |
7,074 |
6,497 |
-577 |
-8.16% |
OxenFree Capital LLC |
320 |
294 |
-26 |
-8.12% |
Gryphon Financial Partners LLC |
3,309 |
3,045 |
-264 |
-7.98% |
Private Ocean LLC |
1,971 |
1,816 |
-155 |
-7.86% |
Jag Capital Management LLC |
27,123 |
24,993 |
-2,130 |
-7.85% |
Nexus Investment Management ULC |
1,284 |
1,184 |
-100 |
-7.79% |
Narwhal Capital Management |
9,862 |
9,097 |
-765 |
-7.76% |
Castle Wealth Management LLC |
1,166 |
1,077 |
-89 |
-7.63% |
Berger Financial Group Inc |
14,781 |
13,662 |
-1,119 |
-7.57% |
Canvas Wealth Advisors LLC |
1,367 |
1,265 |
-102 |
-7.46% |
Conestoga Capital Advisors LLC |
2,145 |
1,985 |
-160 |
-7.46% |
Advocate Group LLC |
322 |
298 |
-24 |
-7.45% |
Center for Financial Planning Inc. |
336 |
311 |
-25 |
-7.44% |
BCS Wealth Management |
809 |
749 |
-60 |
-7.42% |
Atlantic Union Bankshares Corp |
6,112 |
5,660 |
-452 |
-7.40% |
Gleason Group Inc. |
1,496 |
1,389 |
-107 |
-7.15% |
Nicholas Hoffman & Company LLC. |
4,307 |
3,999 |
-308 |
-7.15% |
Covea Finance |
81,930 |
76,117 |
-5,813 |
-7.10% |
Park National Corp OH |
34,826 |
32,369 |
-2,457 |
-7.06% |
Tyche Wealth Partners LLC |
6,139 |
5,706 |
-433 |
-7.05% |
Chaney Capital Management Inc. |
1,018 |
947 |
-71 |
-6.97% |
Camden National Bank |
21,714 |
20,210 |
-1,504 |
-6.93% |
Securian Asset Management Inc |
28,075 |
26,136 |
-1,939 |
-6.91% |
Jeppson Wealth Management LLC |
507 |
472 |
-35 |
-6.90% |
KFG Wealth Management LLC |
872 |
813 |
-59 |
-6.77% |
DORCHESTER WEALTH MANAGEMENT Co |
8,067 |
7,525 |
-542 |
-6.72% |
Wetzel Investment Advisors Inc. |
45 |
42 |
-3 |
-6.67% |
Lineweaver Wealth Advisors LLC |
1,994 |
1,861 |
-133 |
-6.67% |
TRUE Private Wealth Advisors |
8,007 |
7,477 |
-530 |
-6.62% |
Ballentine Partners LLC |
9,646 |
9,008 |
-638 |
-6.61% |
Johnson Bixby & Associates LLC |
515 |
481 |
-34 |
-6.60% |
Soltis Investment Advisors LLC |
2,529 |
2,362 |
-167 |
-6.60% |
AlphaCentric Advisors LLC |
335 |
313 |
-22 |
-6.57% |
Lakeridge Wealth Management LLC |
763 |
713 |
-50 |
-6.55% |
Carmel Capital Partners LLC |
690 |
645 |
-45 |
-6.52% |
BSW Wealth Partners |
1,430 |
1,337 |
-93 |
-6.50% |
Rockland Trust Co. |
2,257 |
2,111 |
-146 |
-6.47% |
MN Wealth Advisors LLC |
702 |
657 |
-45 |
-6.41% |
BKD Wealth Advisors LLC |
1,902 |
1,780 |
-122 |
-6.41% |
Union Savings Bank |
2,676 |
2,507 |
-169 |
-6.32% |
Family Legacy Inc. |
6,740 |
6,316 |
-424 |
-6.29% |
Blue Chip Partners Inc. |
34,269 |
32,116 |
-2,153 |
-6.28% |
First PREMIER Bank |
368 |
345 |
-23 |
-6.25% |
Braun Bostich & Associates Inc. |
417 |
391 |
-26 |
-6.24% |
Brown Miller Wealth Management LLC |
918 |
861 |
-57 |
-6.21% |
Western Financial Corp CA |
1,509 |
1,416 |
-93 |
-6.16% |
Peterson Wealth Services |
15,162 |
14,228 |
-934 |
-6.16% |
SlateStone Wealth LLC |
13,415 |
12,600 |
-815 |
-6.08% |
Asset Dedication LLC |
9,390 |
8,820 |
-570 |
-6.07% |
Telos Capital Management Inc. |
11,644 |
10,940 |
-704 |
-6.05% |
Villere ST Denis J & Co. LLC |
332 |
312 |
-20 |
-6.02% |
First Interstate Bank |
7,922 |
7,451 |
-471 |
-5.95% |
Royal Fund Management LLC |
1,017 |
958 |
-59 |
-5.80% |
Enterprise Bank & Trust Co |
7,790 |
7,350 |
-440 |
-5.65% |
Montecito Bank & Trust |
9,495 |
8,965 |
-530 |
-5.58% |
Harbour Trust & Investment Management Co |
28,214 |
26,644 |
-1,570 |
-5.56% |
Clifford Swan Investment Counsel LLC |
123,349 |
116,506 |
-6,843 |
-5.55% |
Rempart Asset Management Inc. |
47,295 |
44,781 |
-2,514 |
-5.32% |
Papp L Roy & Associates |
34,352 |
32,532 |
-1,820 |
-5.30% |
Carderock Capital Management Inc. |
11,114 |
10,529 |
-585 |
-5.26% |
Cary Street Partners Investment Advisory LLC |
27,902 |
26,441 |
-1,461 |
-5.24% |
Aurum Wealth Management Group LLC |
880 |
834 |
-46 |
-5.23% |
Princeton Global Asset Management LLC |
889 |
843 |
-46 |
-5.17% |
B & T Capital Management DBA Alpha Capital Management |
4,572 |
4,337 |
-235 |
-5.14% |
Gateway Investment Advisers LLC |
110,702 |
105,087 |
-5,615 |
-5.07% |
Bfsg LLC |
12,972 |
12,320 |
-652 |
-5.03% |
Arkfeld Wealth Strategies L.L.C. |
1,972 |
1,873 |
-99 |
-5.02% |
Stableford Capital II LLC |
1,593 |
1,514 |
-79 |
-4.96% |
Braun Stacey Associates Inc. |
26,692 |
25,372 |
-1,320 |
-4.95% |
Wedge Capital Management L L P NC |
822 |
782 |
-40 |
-4.87% |
Olistico Wealth LLC |
1,938 |
1,844 |
-94 |
-4.85% |
Phillips Wealth Planners LLC |
728 |
693 |
-35 |
-4.81% |
Emerald Advisors LLC |
633,667 |
603,350 |
-30,317 |
-4.78% |
Hara Capital LLC |
1,790 |
1,705 |
-85 |
-4.75% |
Capital Investment Advisory Services LLC |
3,733 |
3,556 |
-177 |
-4.74% |
Cedrus LLC |
1,785 |
1,701 |
-84 |
-4.71% |
Arlington Financial Advisors LLC |
10,633 |
10,133 |
-500 |
-4.70% |
Buckley Wealth Management LLC |
11,235 |
10,709 |
-526 |
-4.68% |
Palisade Asset Management LLC |
750 |
715 |
-35 |
-4.67% |
Parthenon LLC |
1,288 |
1,228 |
-60 |
-4.66% |
Wealthstar Advisors LLC |
324 |
309 |
-15 |
-4.63% |
Godsey & Gibb Associates |
38,234 |
36,470 |
-1,764 |
-4.61% |
Cardinal Strategic Wealth Guidance |
1,545 |
1,474 |
-71 |
-4.60% |
CX Institutional |
8,949 |
8,540 |
-409 |
-4.57% |
State of Alaska Department of Revenue |
65,544 |
62,574 |
-2,970 |
-4.53% |
Argus Investors Counsel Inc. |
7,704 |
7,357 |
-347 |
-4.50% |
Financial Management Professionals Inc. |
513 |
490 |
-23 |
-4.48% |
Pioneer Trust Bank N A OR |
1,695 |
1,619 |
-76 |
-4.48% |
Coerente Capital Management |
340 |
325 |
-15 |
-4.41% |
MTM Investment Management LLC |
4,255 |
4,069 |
-186 |
-4.37% |
Everpar Advisors LLC |
350 |
335 |
-15 |
-4.29% |
Nichols & Pratt Advisers LLP MA |
4,577 |
4,382 |
-195 |
-4.26% |
Bank of New York Mellon Corp |
5,508,646 |
5,279,788 |
-228,858 |
-4.15% |
First Financialcorp IN |
1,123 |
1,077 |
-46 |
-4.10% |
Apexium Financial LP |
762 |
731 |
-31 |
-4.07% |
Fiduciary Alliance LLC |
5,364 |
5,147 |
-217 |
-4.05% |
Carlton Hofferkamp & Jenks Wealth Management LLC |
7,868 |
7,553 |
-315 |
-4.00% |
Beacon Financial Advisory LLC |
378 |
363 |
-15 |
-3.97% |
Central Bank & Trust Co. |
18,297 |
17,570 |
-727 |
-3.97% |
Tilia Fiduciary Partners Inc. |
3,256 |
3,128 |
-128 |
-3.93% |
CHICAGO TRUST Co NA |
4,039 |
3,882 |
-157 |
-3.89% |
Sunflower Bank N.A. |
515 |
495 |
-20 |
-3.88% |
Financial Perspectives Inc |
806 |
775 |
-31 |
-3.85% |
Naples Global Advisors LLC |
2,598 |
2,498 |
-100 |
-3.85% |
Hartford Investment Management Co. |
29,831 |
28,683 |
-1,148 |
-3.85% |
Consilium Wealth Advisory LLC |
1,597 |
1,536 |
-61 |
-3.82% |
Douglas Lane & Associates LLC |
6,124 |
5,891 |
-233 |
-3.80% |
Channel Wealth LLC |
3,457 |
3,326 |
-131 |
-3.79% |
Bradley & Co. Private Wealth Management LLC |
12,050 |
11,594 |
-456 |
-3.78% |
Zurcher Kantonalbank Zurich Cantonalbank |
161,152 |
155,058 |
-6,094 |
-3.78% |
Trivant Custom Portfolio Group LLC |
5,571 |
5,361 |
-210 |
-3.77% |
Fortem Financial Group LLC |
2,188 |
2,106 |
-82 |
-3.75% |
Bristlecone Advisors LLC |
31,746 |
30,572 |
-1,174 |
-3.70% |
Marietta Wealth Management LLC |
13,257 |
12,768 |
-489 |
-3.69% |
WD Rutherford LLC |
7,277 |
7,011 |
-266 |
-3.66% |
Leonard Rickey Investment Advisors P.L.L.C. |
3,699 |
3,564 |
-135 |
-3.65% |
McBroom & Associates LLC |
11,932 |
11,503 |
-429 |
-3.60% |
Evanson Asset Management LLC |
837 |
807 |
-30 |
-3.58% |
Valtinson Bruner Financial Planning LLC |
402 |
388 |
-14 |
-3.48% |
New Mexico Educational Retirement Board |
23,065 |
22,265 |
-800 |
-3.47% |
Optas LLC |
2,383 |
2,301 |
-82 |
-3.44% |
Perigon Wealth Management LLC |
20,655 |
19,962 |
-693 |
-3.36% |
Wambolt & Associates LLC |
6,519 |
6,302 |
-217 |
-3.33% |
Bender Robert & Associates |
1,697 |
1,641 |
-56 |
-3.30% |
Courier Capital LLC |
8,561 |
8,281 |
-280 |
-3.27% |
Country Club Bank GFN |
12,250 |
11,851 |
-399 |
-3.26% |
WBH Advisory Inc. |
6,084 |
5,886 |
-198 |
-3.25% |
BLB&B Advisors LLC |
25,499 |
24,678 |
-821 |
-3.22% |
Burke & Herbert Bank & Trust Co. |
1,708 |
1,653 |
-55 |
-3.22% |
Corundum Group Inc. |
1,497 |
1,449 |
-48 |
-3.21% |
Factory Mutual Insurance Co. |
31,200 |
30,200 |
-1,000 |
-3.21% |
Guardian Investment Management |
5,370 |
5,200 |
-170 |
-3.17% |
Legacy Private Trust Co. |
9,598 |
9,294 |
-304 |
-3.17% |
McCollum Christoferson Group LLC |
24,123 |
23,361 |
-762 |
-3.16% |
Jacobs & Co. CA |
29,613 |
28,678 |
-935 |
-3.16% |
Klingenstein Fields & Co. LP |
59,246 |
57,390 |
-1,856 |
-3.13% |
Moisand Fitzgerald Tamayo LLC |
128 |
124 |
-4 |
-3.12% |
NatWest Group plc |
6,801 |
6,589 |
-212 |
-3.12% |
First Personal Financial Services |
10,766 |
10,432 |
-334 |
-3.10% |
Sky Investment Group LLC |
2,935 |
2,845 |
-90 |
-3.07% |
Graybill Bartz & Assoc Ltd. |
4,928 |
4,777 |
-151 |
-3.06% |
Pure Financial Advisors Inc. |
7,008 |
6,794 |
-214 |
-3.05% |
Windsor Capital Management LLC |
1,146 |
1,111 |
-35 |
-3.05% |
Boltwood Capital Management |
801 |
777 |
-24 |
-3.00% |
Checchi Capital Advisers LLC |
10,409 |
10,101 |
-308 |
-2.96% |
GSG Advisors LLC |
408 |
396 |
-12 |
-2.94% |
Trust Co |
478 |
464 |
-14 |
-2.93% |
Venturi Wealth Management LLC |
3,625 |
3,519 |
-106 |
-2.92% |
Alhambra Investment Partners LLC |
6,397 |
6,211 |
-186 |
-2.91% |
Mountain Pacific Investment Advisers Inc. ID |
9,105 |
8,843 |
-262 |
-2.88% |
Abacus Planning Group Inc. |
2,092 |
2,032 |
-60 |
-2.87% |
Liberty Capital Management Inc. |
16,785 |
16,304 |
-481 |
-2.87% |
Criterion Capital Advisors LLC |
2,989 |
2,904 |
-85 |
-2.84% |
Clay Northam Wealth Management LLC |
429 |
417 |
-12 |
-2.80% |
WoodTrust Financial Corp |
20,597 |
20,028 |
-569 |
-2.76% |
Foster & Motley Inc. |
508 |
494 |
-14 |
-2.76% |
HTLF Bank |
6,354 |
6,179 |
-175 |
-2.75% |
Mechanics Bank Trust Department |
21,300 |
20,715 |
-585 |
-2.75% |
Stockman Wealth Management Inc. |
18,130 |
17,631 |
-499 |
-2.75% |
New York State Teachers Retirement System |
447,984 |
435,683 |
-12,301 |
-2.75% |
Walkner Condon Financial Advisors LLC |
3,507 |
3,411 |
-96 |
-2.74% |
GLOBALT Investments LLC GA |
3,795 |
3,692 |
-103 |
-2.71% |
Cornell Pochily Investment Advisors Inc. |
3,068 |
2,985 |
-83 |
-2.71% |
Conning Inc. |
3,197 |
3,111 |
-86 |
-2.69% |
Seaside Wealth Management Inc. |
450 |
438 |
-12 |
-2.67% |
Premier Path Wealth Partners LLC |
3,282 |
3,195 |
-87 |
-2.65% |
Agate Pass Investment Management LLC |
2,988 |
2,909 |
-79 |
-2.64% |
Invera Wealth Advisors LLC |
2,088 |
2,033 |
-55 |
-2.63% |
Sitrin Capital Management LLC |
9,829 |
9,572 |
-257 |
-2.61% |
Sarasin & Partners LLP |
272,213 |
265,157 |
-7,056 |
-2.59% |
Schulhoff & Co. Inc. |
1,489 |
1,451 |
-38 |
-2.55% |
Webster Bank N. A. |
14,139 |
13,783 |
-356 |
-2.52% |
PFW Advisors LLC |
2,832 |
2,761 |
-71 |
-2.51% |
Kennedy Investment Group |
1,872 |
1,825 |
-47 |
-2.51% |
Wolff Wiese Magana LLC |
519 |
506 |
-13 |
-2.50% |
Strategic Advocates LLC |
483 |
471 |
-12 |
-2.48% |
4J Wealth Management LLC |
408 |
398 |
-10 |
-2.45% |
KWB Wealth |
1,838 |
1,793 |
-45 |
-2.45% |
Prestige Wealth Management Group LLC |
2,822 |
2,753 |
-69 |
-2.45% |
Gradient Capital Advisors LLC |
533 |
520 |
-13 |
-2.44% |
Congress Asset Management Co. MA |
284,911 |
277,971 |
-6,940 |
-2.44% |
First Merchants Corp |
25,453 |
24,831 |
-622 |
-2.44% |
United Capital Management of KS Inc. |
7,441 |
7,261 |
-180 |
-2.42% |
Vigilare Wealth Management |
2,662 |
2,598 |
-64 |
-2.40% |
SignalPoint Asset Management LLC |
958 |
935 |
-23 |
-2.40% |
Field & Main Bank |
5,221 |
5,096 |
-125 |
-2.39% |
First Affirmative Financial Network |
513 |
501 |
-12 |
-2.34% |
Moody National Bank Trust Division |
4,871 |
4,758 |
-113 |
-2.32% |
Louisiana State Employees Retirement System |
62,000 |
60,600 |
-1,400 |
-2.26% |
GHP Investment Advisors Inc. |
19,805 |
19,360 |
-445 |
-2.25% |
Means Investment CO. Inc. |
582 |
569 |
-13 |
-2.23% |
Krueger & Catalano Capital Partners LLC |
4,955 |
4,845 |
-110 |
-2.22% |
Perennial Advisors LLC |
14,270 |
13,954 |
-316 |
-2.21% |
Signet Investment Advisory Group Inc. |
1,528 |
1,495 |
-33 |
-2.16% |
Hall Laurie J Trustee |
468 |
458 |
-10 |
-2.14% |
Chesley Taft & Associates LLC |
75,837 |
74,215 |
-1,622 |
-2.14% |
Compass Wealth Management LLC |
2,961 |
2,898 |
-63 |
-2.13% |
Piscataqua Savings Bank |
95 |
93 |
-2 |
-2.11% |
Bridge Creek Capital Management LLC |
3,133 |
3,067 |
-66 |
-2.11% |
Optimum Investment Advisors |
6,888 |
6,743 |
-145 |
-2.11% |
Yousif Capital Management LLC |
64,699 |
63,341 |
-1,358 |
-2.10% |
Highview Capital Management LLC DE |
4,590 |
4,494 |
-96 |
-2.09% |
Cottonwood Capital Advisors LLC |
482 |
472 |
-10 |
-2.07% |
Principle Wealth Partners LLC |
5,864 |
5,744 |
-120 |
-2.05% |
Game Plan Financial Advisors LLC |
5,639 |
5,524 |
-115 |
-2.04% |
Mount Vernon Associates Inc. MD |
10,674 |
10,459 |
-215 |
-2.01% |
Mitchell Mcleod Pugh & Williams Inc. |
3,495 |
3,425 |
-70 |
-2.00% |
NBT Bank N A NY |
19,236 |
18,851 |
-385 |
-2.00% |
Navalign LLC |
757 |
742 |
-15 |
-1.98% |
Meritas Wealth Management LLC |
510 |
500 |
-10 |
-1.96% |
Archford Capital Strategies LLC |
5,113 |
5,014 |
-99 |
-1.94% |
Trust Co. of Virginia VA |
12,615 |
12,370 |
-245 |
-1.94% |
McLean Asset Management Corp |
987 |
968 |
-19 |
-1.93% |
JFS Wealth Advisors LLC |
1,715 |
1,682 |
-33 |
-1.92% |
Ellenbecker Investment Group |
536 |
526 |
-10 |
-1.87% |
Verdence Capital Advisors LLC |
14,644 |
14,370 |
-274 |
-1.87% |
Sterling Investment Advisors Ltd. |
11,849 |
11,629 |
-220 |
-1.86% |
Heritage Investors Management Corp |
24,294 |
23,846 |
-448 |
-1.84% |
Pachira Investments Inc. |
1,097 |
1,077 |
-20 |
-1.82% |
Bray Capital Advisors |
9,851 |
9,674 |
-177 |
-1.80% |
Principal Financial Group Inc. |
1,378,218 |
1,353,514 |
-24,704 |
-1.79% |
Global Strategic Investment Solutions LLC |
1,602 |
1,574 |
-28 |
-1.75% |
Lincoln Capital Corp |
461 |
453 |
-8 |
-1.74% |
Voisard Asset Management Group Inc. |
173 |
170 |
-3 |
-1.73% |
Northern Oak Wealth Management Inc. |
1,735 |
1,705 |
-30 |
-1.73% |
Morris Financial Concepts Inc. |
408 |
401 |
-7 |
-1.72% |
Mogy Joel R Investment Counsel Inc. |
102,756 |
101,005 |
-1,751 |
-1.70% |
Jacobsen Capital Management |
596 |
586 |
-10 |
-1.68% |
CENTRAL TRUST Co |
23,339 |
22,946 |
-393 |
-1.68% |
New Hampshire Trust |
6,115 |
6,013 |
-102 |
-1.67% |
TruWealth Advisors LLC |
43,150 |
42,433 |
-717 |
-1.66% |
Gillespie Robinson & Grimm Inc. |
601 |
591 |
-10 |
-1.66% |
Financial Advocates Investment Management |
12,085 |
11,885 |
-200 |
-1.65% |
Allred Capital Management LLC |
3,615 |
3,558 |
-57 |
-1.58% |
Absher Wealth Management LLC |
37,841 |
37,251 |
-590 |
-1.56% |
BKM Wealth Management LLC |
1,953 |
1,923 |
-30 |
-1.54% |
PFG Private Wealth Management LLC |
260 |
256 |
-4 |
-1.54% |
Echo45 Advisors LLC |
851 |
838 |
-13 |
-1.53% |
Natixis Advisors L.P. |
315,593 |
310,785 |
-4,808 |
-1.52% |
Schmidt P J Investment Management Inc. |
7,608 |
7,492 |
-116 |
-1.52% |
Ayrshire Capital Management LLC |
9,464 |
9,322 |
-142 |
-1.50% |
Snider Financial Group |
5,004 |
4,931 |
-73 |
-1.46% |
Heartwood Wealth Advisors LLC |
620 |
611 |
-9 |
-1.45% |
James Investment Research Inc. |
3,851 |
3,796 |
-55 |
-1.43% |
Manchester Financial Inc. |
7,181 |
7,080 |
-101 |
-1.41% |
Ferguson Wellman Capital Management Inc. |
24,100 |
23,763 |
-337 |
-1.40% |
Bill Few Associates Inc. |
727 |
717 |
-10 |
-1.38% |
Carret Asset Management LLC |
4,059 |
4,004 |
-55 |
-1.36% |
Romano Brothers AND Company |
5,680 |
5,603 |
-77 |
-1.36% |
Buffington Mohr McNeal |
36,105 |
35,621 |
-484 |
-1.34% |
LVM Capital Management Ltd. MI |
448 |
442 |
-6 |
-1.34% |
Chronos Wealth Management LLC |
8,653 |
8,538 |
-115 |
-1.33% |
West Bancorporation Inc. |
1,465 |
1,446 |
-19 |
-1.30% |
WCM Investment Management LLC |
536,822 |
529,857 |
-6,965 |
-1.30% |
Pacifica Partners Inc. |
972 |
960 |
-12 |
-1.23% |
Meridian Financial Partners LLC |
405 |
400 |
-5 |
-1.23% |
Grimes & Company Inc. |
1,885 |
1,862 |
-23 |
-1.22% |
TriaGen Wealth Management LLC |
4,558 |
4,503 |
-55 |
-1.21% |
Wealthcare Capital Management LLC |
503 |
497 |
-6 |
-1.19% |
Lederer & Associates Investment Counsel CA |
2,602 |
2,571 |
-31 |
-1.19% |
Sharper & Granite LLC |
1,272 |
1,257 |
-15 |
-1.18% |
Moody Lynn & Lieberson LLC |
847 |
837 |
-10 |
-1.18% |
Etesian Wealth Advisors Inc. |
7,065 |
6,982 |
-83 |
-1.17% |
Joule Financial LLC |
787 |
778 |
-9 |
-1.14% |
Helen Stephens Group LLC |
1,340 |
1,325 |
-15 |
-1.12% |
Patton Albertson Miller Group LLC |
981 |
970 |
-11 |
-1.12% |
Lodestone Wealth Management LLC |
1,573 |
1,556 |
-17 |
-1.08% |
Greenleaf Trust |
16,094 |
15,922 |
-172 |
-1.07% |
Arlington Trust Co LLC |
2,743 |
2,714 |
-29 |
-1.06% |
Burns J W & Co. Inc. NY |
14,385 |
14,232 |
-153 |
-1.06% |
DLK Investment Management LLC |
12,936 |
12,803 |
-133 |
-1.03% |
Curtis Advisory Group LLC |
1,944 |
1,924 |
-20 |
-1.03% |
MEMBERS Trust Co |
1,181 |
1,169 |
-12 |
-1.02% |
WASHINGTON TRUST Co |
33,111 |
32,780 |
-331 |
-1.00% |
Baxter Bros Inc. |
4,961 |
4,914 |
-47 |
-0.95% |
Global Retirement Partners LLC |
12,736 |
12,616 |
-120 |
-0.94% |
Adirondack Trust Co. |
1,634 |
1,619 |
-15 |
-0.92% |
Stordahl Capital Management Inc. |
439 |
435 |
-4 |
-0.91% |
Inlet Private Wealth LLC |
5,535 |
5,485 |
-50 |
-0.90% |
Coastline Trust Co |
8,659 |
8,582 |
-77 |
-0.89% |
Newman Dignan & Sheerar Inc. |
570 |
565 |
-5 |
-0.88% |
Northcape Wealth Management LLC |
6,893 |
6,833 |
-60 |
-0.87% |
Bond & Devick Financial Network Inc. |
1,034 |
1,025 |
-9 |
-0.87% |
First Bank & Trust |
4,177 |
4,141 |
-36 |
-0.86% |
Bellevue Asset Management LLC |
7,094 |
7,034 |
-60 |
-0.85% |
Rosenberg Matthew Hamilton |
718 |
712 |
-6 |
-0.84% |
Spectrum Asset Management Inc. NB CA |
2,029 |
2,012 |
-17 |
-0.84% |
Norman Fields Gottscho Capital Management LLC |
59,723 |
59,228 |
-495 |
-0.83% |
Canal Capital Management LLC |
617 |
612 |
-5 |
-0.81% |
Shira Ridge Wealth Management |
1,367 |
1,356 |
-11 |
-0.80% |
Arkadios Wealth Advisors |
3,129 |
3,104 |
-25 |
-0.80% |
Jessup Wealth Management Inc |
5,411 |
5,368 |
-43 |
-0.79% |
Fortis Capital Management LLC |
2,829 |
2,807 |
-22 |
-0.78% |
Perkins Coie Trust Co |
1,300 |
1,290 |
-10 |
-0.77% |
Bank of New Hampshire |
6,621 |
6,572 |
-49 |
-0.74% |
Garrison Bradford & Associates Inc. |
12,730 |
12,636 |
-94 |
-0.74% |
Klingman & Associates LLC |
1,100 |
1,092 |
-8 |
-0.73% |
Abner Herrman & Brock LLC |
689 |
684 |
-5 |
-0.73% |
Bull Street Advisors LLC |
8,582 |
8,520 |
-62 |
-0.72% |
Ipswich Investment Management Co. Inc. |
16,756 |
16,636 |
-120 |
-0.72% |
Counterweight Ventures LLC |
3,796 |
3,769 |
-27 |
-0.71% |
Northeast Investment Management |
99,074 |
98,372 |
-702 |
-0.71% |
LongView Wealth Management |
1,017 |
1,010 |
-7 |
-0.69% |
Pine Haven Investment Counsel Inc |
5,760 |
5,720 |
-40 |
-0.69% |
Bank of Stockton |
7,394 |
7,344 |
-50 |
-0.68% |
Massmutual Trust Co. FSB ADV |
14,724 |
14,624 |
-100 |
-0.68% |
Unionview LLC |
2,092 |
2,078 |
-14 |
-0.67% |
Howard Capital Management Group LLC |
58,898 |
58,511 |
-387 |
-0.66% |
Stokes Capital Advisors LLC |
13,730 |
13,639 |
-91 |
-0.66% |
Catalyst Capital Advisors LLC |
6,670 |
6,626 |
-44 |
-0.66% |
Harrington Investments INC |
5,771 |
5,733 |
-38 |
-0.66% |
Los Angeles Capital Management & Equity Research Inc. |
293,481 |
291,530 |
-1,951 |
-0.66% |
Mainsail Financial Group LLC |
3,248 |
3,227 |
-21 |
-0.65% |
S. R. Schill & Associates |
2,362 |
2,347 |
-15 |
-0.64% |
Summit Place Financial Advisors LLC |
2,374 |
2,359 |
-15 |
-0.63% |
Baskin Financial Services Inc. |
75,278 |
74,800 |
-478 |
-0.63% |
Capasso Planning Partners LLC |
325 |
323 |
-2 |
-0.62% |
Live Oak Private Wealth LLC |
962 |
956 |
-6 |
-0.62% |
Slow Capital Inc. |
16,838 |
16,736 |
-102 |
-0.61% |
Armstrong Fleming & Moore Inc |
3,350 |
3,330 |
-20 |
-0.60% |
Austin Private Wealth LLC |
504 |
501 |
-3 |
-0.60% |
Howard Financial Services LTD. |
870 |
865 |
-5 |
-0.57% |
Flagship Harbor Advisors LLC |
6,445 |
6,408 |
-37 |
-0.57% |
Fulton Bank N.A. |
7,514 |
7,471 |
-43 |
-0.57% |
Cigna Investments Inc. New |
4,726 |
4,699 |
-27 |
-0.57% |
Legacy Bridge LLC |
2,682 |
2,667 |
-15 |
-0.56% |
Cutler Investment Counsel LLC |
2,681 |
2,666 |
-15 |
-0.56% |
Raymond James Trust N.A. |
22,372 |
22,247 |
-125 |
-0.56% |
Greenfield Savings Bank |
5,443 |
5,413 |
-30 |
-0.55% |
Newbridge Financial Services Group Inc. |
2,910 |
2,894 |
-16 |
-0.55% |
Wendell David Associates Inc. |
18,329 |
18,228 |
-101 |
-0.55% |
Toth Financial Advisory Corp |
2,170 |
2,158 |
-12 |
-0.55% |
First Pacific Financial |
4,683 |
4,658 |
-25 |
-0.53% |
SOL Capital Management CO |
4,727 |
4,702 |
-25 |
-0.53% |
Proequities Inc. |
7,429 |
7,390 |
-39 |
-0.52% |
Rowland & Co. Investment Counsel ADV |
5,762 |
5,732 |
-30 |
-0.52% |
Alta Wealth Advisors LLC |
4,650 |
4,627 |
-23 |
-0.49% |
Woodmont Investment Counsel LLC |
6,568 |
6,536 |
-32 |
-0.49% |
Everett Harris & Co. CA |
873,937 |
869,676 |
-4,261 |
-0.49% |
Ignite Planners LLC |
3,735 |
3,717 |
-18 |
-0.48% |
CLARET ASSET MANAGEMENT Corp |
5,169 |
5,144 |
-25 |
-0.48% |
OLD National Bancorp IN |
24,939 |
24,820 |
-119 |
-0.48% |
Pacific Sage Partners LLC |
6,594 |
6,563 |
-31 |
-0.47% |
Talbot Financial LLC |
19,270 |
19,184 |
-86 |
-0.45% |
CIC Wealth LLC |
4,218 |
4,199 |
-19 |
-0.45% |
Blossom Wealth Management |
670 |
667 |
-3 |
-0.45% |
Carmichael Hill & Associates Inc. |
2,693 |
2,681 |
-12 |
-0.45% |
Matisse Capital |
1,324 |
1,318 |
-6 |
-0.45% |
Grove Bank & Trust |
2,889 |
2,876 |
-13 |
-0.45% |
Ables Iannone Moore & Associates Inc. |
2,025 |
2,016 |
-9 |
-0.44% |
WealthShield Partners LLC |
3,846 |
3,829 |
-17 |
-0.44% |
Progressive Investment Management Corp |
18,998 |
18,915 |
-83 |
-0.44% |
Harvey Investment Co. LLC |
34,088 |
33,938 |
-150 |
-0.44% |
Osborne Partners Capital Management LLC |
12,606 |
12,551 |
-55 |
-0.44% |
Institute for Wealth Management LLC. |
8,526 |
8,489 |
-37 |
-0.43% |
Foster Group Inc. |
980 |
976 |
-4 |
-0.41% |
Eudaimonia Partners LLC |
7,010 |
6,982 |
-28 |
-0.40% |
Daymark Wealth Partners LLC |
19,402 |
19,327 |
-75 |
-0.39% |
Connecticut Wealth Management LLC |
7,453 |
7,424 |
-29 |
-0.39% |
Legacy Trust |
10,518 |
10,478 |
-40 |
-0.38% |
Financial Insights Inc. |
4,548 |
4,531 |
-17 |
-0.37% |
Baker Ellis Asset Management LLC |
14,159 |
14,111 |
-48 |
-0.34% |
Clarus Wealth Advisors |
916 |
913 |
-3 |
-0.33% |
Paces Ferry Wealth Advisors LLC |
926 |
923 |
-3 |
-0.32% |
Triangle Securities Wealth Management |
630 |
628 |
-2 |
-0.32% |
YHB Investment Advisors Inc. |
46,086 |
45,957 |
-129 |
-0.28% |
Heirloom Wealth Management |
1,131 |
1,128 |
-3 |
-0.27% |
Sapient Capital LLC |
113,420 |
113,136 |
-284 |
-0.25% |
Avenue 1 Advisors LLC |
809 |
807 |
-2 |
-0.25% |
Tevis Investment Management |
1,249 |
1,246 |
-3 |
-0.24% |
Adell Harriman & Carpenter Inc. |
35,900 |
35,818 |
-82 |
-0.23% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
254,747 |
254,152 |
-595 |
-0.23% |
RBA Wealth Management LLC |
449 |
448 |
-1 |
-0.22% |
Legacy Advisors LLC |
3,257 |
3,250 |
-7 |
-0.21% |
Keystone Wealth Services LLC |
4,077 |
4,069 |
-8 |
-0.20% |
Capital Advisory Group Advisory Services LLC |
503 |
502 |
-1 |
-0.20% |
Thomas Story & Son LLC |
19,210 |
19,172 |
-38 |
-0.20% |
K.J. Harrison & Partners Inc |
11,782 |
11,759 |
-23 |
-0.20% |
BNC Wealth Management LLC |
2,251 |
2,247 |
-4 |
-0.18% |
Regent Peak Wealth Advisors LLC |
1,674 |
1,671 |
-3 |
-0.18% |
Solstein Capital LLC |
2,339 |
2,335 |
-4 |
-0.17% |
Weatherly Asset Management L. P. |
29,197 |
29,154 |
-43 |
-0.15% |
Stewart & Patten Co. LLC |
6,812 |
6,802 |
-10 |
-0.15% |
STF Management LP |
7,407 |
7,397 |
-10 |
-0.14% |
Caliber Wealth Management LLC |
4,398 |
4,392 |
-6 |
-0.14% |
Cedar Brook Financial Partners LLC |
2,094 |
2,091 |
-3 |
-0.14% |
Steigerwald Gordon & Koch Inc. |
1,442 |
1,440 |
-2 |
-0.14% |
Fishman Jay A Ltd. MI |
18,318 |
18,298 |
-20 |
-0.11% |
Baugh & Associates LLC |
11,800 |
11,788 |
-12 |
-0.10% |
Fruth Investment Management |
5,275 |
5,270 |
-5 |
-0.09% |
Cookson Peirce & Co. Inc. |
41,186 |
41,149 |
-37 |
-0.09% |
Sage Rhino Capital LLC |
1,349 |
1,348 |
-1 |
-0.07% |
Lincoln Capital LLC |
37,352 |
37,324 |
-28 |
-0.07% |
Woodstock Corp |
22,634 |
22,623 |
-11 |
-0.05% |
Eastover Investment Advisors LLC |
2,870 |
2,869 |
-1 |
-0.03% |
Kiley Juergens Wealth Management LLC |
33,008 |
33,001 |
-7 |
-0.02% |
13F Filers Exiting COST |
Cooksen Wealth LLC |
25 |
0 |
-25 |
-100.00% |
A.P. Gilfoyle & Co. L.P. |
200 |
0 |
-200 |
-100.00% |
Eaton Financial Holdings Company LLC |
5,307 |
0 |
-5,307 |
-100.00% |
Oak Hill Wealth Advisors LLC |
962 |
0 |
-962 |
-100.00% |
B.O.S.S. Retirement Advisors LLC |
3,352 |
0 |
-3,352 |
-100.00% |
James J. Burns & Company LLC |
543 |
0 |
-543 |
-100.00% |
Richelieu Gestion PLC |
38 |
0 |
-38 |
-100.00% |
Planning Center Inc. |
471 |
0 |
-471 |
-100.00% |
Connective Portfolio Management LLC |
1,865 |
0 |
-1,865 |
-100.00% |
Tanager Wealth Management LLP |
367 |
0 |
-367 |
-100.00% |
Independent Wealth Network Inc. |
1,129 |
0 |
-1,129 |
-100.00% |
Level Financial Advisors Inc. |
18 |
0 |
-18 |
-100.00% |
Sterling Group Wealth Management LLC |
602 |
0 |
-602 |
-100.00% |
ADE LLC |
915 |
0 |
-915 |
-100.00% |
Hunter Perkins Capital Management LLC |
4,000 |
0 |
-4,000 |
-100.00% |
Curated Wealth Partners LLC |
493 |
0 |
-493 |
-100.00% |
American Financial Advisors LLC |
307 |
0 |
-307 |
-100.00% |
Dougherty Wealth Advisers LLC |
52 |
0 |
-52 |
-100.00% |
G&S Capital LLC |
356 |
0 |
-356 |
-100.00% |
Meridian Wealth Management LLC |
16,343 |
0 |
-16,343 |
-100.00% |
Harfst & Associates Inc. |
5,771 |
0 |
-5,771 |
-100.00% |
Raub Brock Capital Management LP |
1,202 |
0 |
-1,202 |
-100.00% |
AMF Pensionsforsakring AB |
20,440 |
0 |
-20,440 |
-100.00% |
Verity & Verity LLC |
1,629 |
0 |
-1,629 |
-100.00% |
Centre Asset Management LLC |
4,405 |
0 |
-4,405 |
-100.00% |
Arlington Partners LLC |
530 |
0 |
-530 |
-100.00% |
Findlay Park Partners LLP |
74,565 |
0 |
-74,565 |
-100.00% |
Riverbridge Partners LLC |
690 |
0 |
-690 |
-100.00% |
University of Texas Texas AM Investment Managment Co. |
100 |
0 |
-100 |
-100.00% |
Norwood Financial Corp |
15 |
0 |
-15 |
-100.00% |
Calton & Associates Inc. |
534 |
0 |
-534 |
-100.00% |