| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing CRM Share Count |
|---|
| Quattro Financial Advisors LLC |
263 |
50,000 |
+49,737 |
+18911.41% |
| Ulland Investment Advisors LLC |
6 |
662 |
+656 |
+10933.33% |
| Duncker Streett & Co. Inc. |
3 |
173 |
+170 |
+5666.67% |
| Norden Group LLC |
11,530 |
297,110 |
+285,580 |
+2476.84% |
| Cookson Peirce & Co. Inc. |
1,258 |
25,757 |
+24,499 |
+1947.46% |
| Gradient Investments LLC |
2,241 |
44,955 |
+42,714 |
+1906.02% |
| Simplicity Wealth LLC |
1,481 |
27,447 |
+25,966 |
+1753.27% |
| First Community Trust NA |
33 |
558 |
+525 |
+1590.91% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
6,029 |
61,834 |
+55,805 |
+925.61% |
| Richardson Capital Management LLC |
37 |
360 |
+323 |
+872.97% |
| MV Capital Management Inc. |
1,045 |
8,470 |
+7,425 |
+710.53% |
| Congress Wealth Management LLC DE |
6,431 |
48,608 |
+42,177 |
+655.84% |
| Lloyd Advisory Services LLC. |
956 |
6,160 |
+5,204 |
+544.35% |
| First PREMIER Bank |
10 |
63 |
+53 |
+530.00% |
| Congress Asset Management Co. MA |
52,243 |
308,340 |
+256,097 |
+490.20% |
| Milestone Asset Management LLC |
814 |
3,369 |
+2,555 |
+313.88% |
| Eastover Investment Advisors LLC |
5,935 |
20,011 |
+14,076 |
+237.17% |
| Wiley BROS. Aintree Capital LLC |
1,315 |
4,330 |
+3,015 |
+229.28% |
| GoalVest Advisory LLC |
310 |
932 |
+622 |
+200.65% |
| Koss Olinger Consulting LLC |
1,536 |
4,556 |
+3,020 |
+196.61% |
| First Merchants Corp |
1,134 |
3,308 |
+2,174 |
+191.71% |
| PFG Investments LLC |
4,595 |
13,339 |
+8,744 |
+190.29% |
| Main Street Financial Solutions LLC |
1,480 |
4,179 |
+2,699 |
+182.36% |
| Moody Lynn & Lieberson LLC |
6,966 |
19,004 |
+12,038 |
+172.81% |
| Barrett & Company Inc. |
110 |
285 |
+175 |
+159.09% |
| Rise Advisors LLC |
360 |
854 |
+494 |
+137.22% |
| SJS Investment Consulting Inc. |
217 |
511 |
+294 |
+135.48% |
| Unique Wealth LLC |
1,549 |
3,646 |
+2,097 |
+135.38% |
| Zhang Financial LLC |
1,406 |
3,213 |
+1,807 |
+128.52% |
| Stephenson National Bank & Trust |
66 |
150 |
+84 |
+127.27% |
| Summit Trail Advisors LLC |
20,095 |
43,184 |
+23,089 |
+114.90% |
| West Oak Capital LLC |
725 |
1,495 |
+770 |
+106.21% |
| Shaker Investments LLC OH |
4,046 |
8,115 |
+4,069 |
+100.57% |
| Wealth Enhancement Advisory Services LLC |
73,926 |
144,179 |
+70,253 |
+95.03% |
| West Branch Capital LLC |
713 |
1,384 |
+671 |
+94.11% |
| Coastline Trust Co |
5,582 |
10,419 |
+4,837 |
+86.65% |
| Strategy Asset Managers LLC |
3,055 |
5,668 |
+2,613 |
+85.53% |
| Oxler Private Wealth LLC |
2,957 |
5,457 |
+2,500 |
+84.55% |
| Scharf Investments LLC |
3,678 |
6,248 |
+2,570 |
+69.87% |
| Jackson Square Capital LLC |
1,030 |
1,712 |
+682 |
+66.21% |
| Peterson Financial Group Inc. |
5,752 |
9,294 |
+3,542 |
+61.58% |
| DeDora Capital Inc. |
4,428 |
7,098 |
+2,670 |
+60.30% |
| Hennion & Walsh Asset Management Inc. |
4,333 |
6,932 |
+2,599 |
+59.98% |
| Cottage Street Advisors LLC |
1,127 |
1,776 |
+649 |
+57.59% |
| Montecito Bank & Trust |
1,272 |
2,004 |
+732 |
+57.55% |
| Lateef Investment Management L.P. |
57,299 |
90,225 |
+32,926 |
+57.46% |
| Allred Capital Management LLC |
2,400 |
3,714 |
+1,314 |
+54.75% |
| Strategic Advocates LLC |
6,634 |
10,080 |
+3,446 |
+51.94% |
| Charter Oak Capital Management LLC |
5,974 |
9,036 |
+3,062 |
+51.26% |
| Synergy Financial Management LLC |
7,358 |
11,115 |
+3,757 |
+51.06% |
| Central Bank & Trust Co. |
2,532 |
3,799 |
+1,267 |
+50.04% |
| AMF Pensionsforsakring AB |
205,888 |
302,981 |
+97,093 |
+47.16% |
| Cedrus LLC |
1,301 |
1,884 |
+583 |
+44.81% |
| Sound Income Strategies LLC |
564 |
815 |
+251 |
+44.50% |
| Little House Capital LLC |
4,697 |
6,785 |
+2,088 |
+44.45% |
| Robeco Institutional Asset Management B.V. |
630,583 |
900,949 |
+270,366 |
+42.88% |
| Simon Quick Advisors LLC |
3,008 |
4,250 |
+1,242 |
+41.29% |
| Wesbanco Bank Inc. |
68,352 |
96,292 |
+27,940 |
+40.88% |
| Global Trust Asset Management LLC |
1,900 |
2,670 |
+770 |
+40.53% |
| Ashton Thomas Private Wealth LLC |
9,275 |
12,979 |
+3,704 |
+39.94% |
| Park Edge Advisors LLC |
2,641 |
3,686 |
+1,045 |
+39.57% |
| RMR Wealth Builders |
6,243 |
8,640 |
+2,397 |
+38.40% |
| MBL Wealth LLC |
928 |
1,284 |
+356 |
+38.36% |
| Newbridge Financial Services Group Inc. |
3,701 |
5,081 |
+1,380 |
+37.29% |
| Aprio Wealth Management LLC |
1,665 |
2,263 |
+598 |
+35.92% |
| Palumbo Wealth Management LLC |
2,100 |
2,839 |
+739 |
+35.19% |
| Nations Financial Group Inc. IA ADV |
4,788 |
6,449 |
+1,661 |
+34.69% |
| Everpar Advisors LLC |
1,120 |
1,494 |
+374 |
+33.39% |
| Veracity Capital LLC |
1,026 |
1,366 |
+340 |
+33.14% |
| Pegasus Partners Ltd. |
1,007 |
1,334 |
+327 |
+32.47% |
| Orrstown Financial Services Inc. |
1,670 |
2,205 |
+535 |
+32.04% |
| Allworth Financial LP |
15,195 |
20,029 |
+4,834 |
+31.81% |
| Strata Wealth Advisors LLC |
1,235 |
1,627 |
+392 |
+31.74% |
| Austin Private Wealth LLC |
2,136 |
2,791 |
+655 |
+30.66% |
| Park Avenue Securities LLC |
21,502 |
27,994 |
+6,492 |
+30.19% |
| Eads & Heald Wealth Management |
1,881 |
2,434 |
+553 |
+29.40% |
| Dakota Wealth Management |
21,223 |
27,076 |
+5,853 |
+27.58% |
| Essex Financial Services Inc. |
2,242 |
2,848 |
+606 |
+27.03% |
| Trueblood Wealth Management LLC |
1,783 |
2,233 |
+450 |
+25.24% |
| KMG Fiduciary Partners LLC |
17,592 |
21,936 |
+4,344 |
+24.69% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
1,197 |
1,487 |
+290 |
+24.23% |
| Keel Point LLC |
4,505 |
5,594 |
+1,089 |
+24.17% |
| Aaron Wealth Advisors |
5,089 |
6,299 |
+1,210 |
+23.78% |
| V Square Quantitative Management LLC |
16,486 |
20,405 |
+3,919 |
+23.77% |
| Alpha Cubed Investments LLC |
2,701 |
3,340 |
+639 |
+23.66% |
| RFG Advisory LLC |
5,218 |
6,438 |
+1,220 |
+23.38% |
| CWM LLC |
50,519 |
62,079 |
+11,560 |
+22.88% |
| Hanson & Doremus Investment Management |
495 |
606 |
+111 |
+22.42% |
| Willis Johnson & Associates Inc. |
769 |
937 |
+168 |
+21.85% |
| Outlook Wealth Advisors LLC |
1,212 |
1,474 |
+262 |
+21.62% |
| Teamwork Financial Advisors LLC |
4,594 |
5,585 |
+991 |
+21.57% |
| Marino Stram & Associates LLC |
1,522 |
1,849 |
+327 |
+21.48% |
| Arcadia Investment Management Corp MI |
1,107 |
1,328 |
+221 |
+19.96% |
| Ritholtz Wealth Management |
10,721 |
12,849 |
+2,128 |
+19.85% |
| Wedmont Private Capital |
13,271 |
15,904 |
+2,633 |
+19.84% |
| Sage Mountain Advisors LLC |
2,874 |
3,431 |
+557 |
+19.38% |
| Naviter Wealth LLC |
5,932 |
7,075 |
+1,143 |
+19.27% |
| New Century Financial Group LLC |
3,113 |
3,695 |
+582 |
+18.70% |
| Aviance Capital Partners LLC |
5,921 |
7,021 |
+1,100 |
+18.58% |
| BKD Wealth Advisors LLC |
1,393 |
1,650 |
+257 |
+18.45% |
| Signal Advisors Wealth LLC |
4,248 |
5,031 |
+783 |
+18.43% |
| Arthur M. Cohen & Associates LLC |
10,058 |
11,868 |
+1,810 |
+18.00% |
| Callahan Advisors LLC |
20,021 |
23,542 |
+3,521 |
+17.59% |
| Greystone Financial Group LLC |
3,094 |
3,636 |
+542 |
+17.52% |
| Hudson Valley Investment Advisors Inc. ADV |
23,429 |
27,370 |
+3,941 |
+16.82% |
| Schnieders Capital Management LLC |
1,235 |
1,438 |
+203 |
+16.44% |
| Strategic Planning Group LLC |
8,266 |
9,583 |
+1,317 |
+15.93% |
| Chemistry Wealth Management LLC |
4,256 |
4,926 |
+670 |
+15.74% |
| Aspire Private Capital LLC |
3,023 |
3,484 |
+461 |
+15.25% |
| Private Ocean LLC |
80 |
92 |
+12 |
+15.00% |
| Coastal Investment Advisors Inc. |
3,767 |
4,330 |
+563 |
+14.95% |
| Capital Advisors Wealth Management LLC |
3,184 |
3,653 |
+469 |
+14.73% |
| First Affirmative Financial Network |
1,628 |
1,860 |
+232 |
+14.25% |
| Global Retirement Partners LLC |
7,699 |
8,794 |
+1,095 |
+14.22% |
| HF Advisory Group LLC |
3,660 |
4,179 |
+519 |
+14.18% |
| First Hawaiian Bank |
13,995 |
15,966 |
+1,971 |
+14.08% |
| BluePath Capital Management LLC |
2,019 |
2,298 |
+279 |
+13.82% |
| Valley National Advisers Inc. |
2,463 |
2,798 |
+335 |
+13.60% |
| Stablepoint Partners LLC |
6,047 |
6,840 |
+793 |
+13.11% |
| Unique Wealth Strategies LLC |
3,469 |
3,915 |
+446 |
+12.86% |
| Segment Wealth Management LLC |
7,620 |
8,581 |
+961 |
+12.61% |
| WESPAC Advisors SoCal LLC |
2,367 |
2,657 |
+290 |
+12.25% |
| Raymond James Trust N.A. |
43,955 |
49,256 |
+5,301 |
+12.06% |
| Ausdal Financial Partners Inc. |
1,996 |
2,233 |
+237 |
+11.87% |
| GAMMA Investing LLC |
4,161 |
4,654 |
+493 |
+11.85% |
| Ferguson Wellman Capital Management Inc. |
1,173 |
1,311 |
+138 |
+11.76% |
| Patrick M Sweeney & Associates Inc. |
881 |
982 |
+101 |
+11.46% |
| Private Trust Co. NA |
9,520 |
10,591 |
+1,071 |
+11.25% |
| Aurum Wealth Management Group LLC |
2,662 |
2,956 |
+294 |
+11.04% |
| Natixis Advisors L.P. |
1,157,304 |
1,284,234 |
+126,930 |
+10.97% |
| MONECO Advisors LLC |
2,404 |
2,659 |
+255 |
+10.61% |
| Burns J W & Co. Inc. NY |
7,998 |
8,835 |
+837 |
+10.47% |
| Vivid Wealth Management LLC |
2,087 |
2,295 |
+208 |
+9.97% |
| LVW Advisors LLC |
1,667 |
1,833 |
+166 |
+9.96% |
| Ballentine Partners LLC |
14,865 |
16,340 |
+1,475 |
+9.92% |
| Veriti Management LLC |
18,868 |
20,704 |
+1,836 |
+9.73% |
| Beese Fulmer Investment Management Inc. |
27,945 |
30,552 |
+2,607 |
+9.33% |
| Western Financial Corp CA |
964 |
1,053 |
+89 |
+9.23% |
| Guinness Asset Management LTD |
126,019 |
137,639 |
+11,620 |
+9.22% |
| DekaBank Deutsche Girozentrale |
1,125,637 |
1,226,718 |
+101,081 |
+8.98% |
| Albion Financial Group UT |
7,250 |
7,891 |
+641 |
+8.84% |
| Confluence Wealth Services Inc. |
1,935 |
2,104 |
+169 |
+8.73% |
| FF Advisors LLC |
1,803 |
1,955 |
+152 |
+8.43% |
| Allspring Global Investments Holdings LLC |
483,118 |
523,681 |
+40,563 |
+8.40% |
| First Citizens Bank & Trust Co. |
2,547 |
2,760 |
+213 |
+8.36% |
| Oak Harvest Investment Services |
5,134 |
5,562 |
+428 |
+8.34% |
| Cooper Financial Group |
6,040 |
6,543 |
+503 |
+8.33% |
| Richelieu Gestion PLC |
600 |
650 |
+50 |
+8.33% |
| Neville Rodie & Shaw Inc. |
47,944 |
51,871 |
+3,927 |
+8.19% |
| McGlone Suttner Wealth Management Inc. |
2,645 |
2,856 |
+211 |
+7.98% |
| Raymond James & Associates |
2,232,615 |
2,408,288 |
+175,673 |
+7.87% |
| Traynor Capital Management Inc. |
1,200 |
1,294 |
+94 |
+7.83% |
| Annex Advisory Services LLC |
81,825 |
88,207 |
+6,382 |
+7.80% |
| Capital Advisory Group Advisory Services LLC |
1,151 |
1,240 |
+89 |
+7.73% |
| Traveka Wealth LLC |
1,790 |
1,927 |
+137 |
+7.65% |
| Well Done LLC |
1,322 |
1,423 |
+101 |
+7.64% |
| Consilio Wealth Advisors LLC |
896 |
964 |
+68 |
+7.59% |
| JJJ Advisors Inc. |
1,197 |
1,286 |
+89 |
+7.44% |
| Canal Capital Management LLC |
11,817 |
12,679 |
+862 |
+7.29% |
| Catalyst Financial Partners LLC |
4,511 |
4,837 |
+326 |
+7.23% |
| Red Door Wealth Management LLC |
14,560 |
15,604 |
+1,044 |
+7.17% |
| Carr Financial Group Corp |
5,573 |
5,970 |
+397 |
+7.12% |
| YHB Investment Advisors Inc. |
16,177 |
17,290 |
+1,113 |
+6.88% |
| Finer Wealth Management Inc. |
11,412 |
12,193 |
+781 |
+6.84% |
| Signature Wealth Management Group |
4,090 |
4,369 |
+279 |
+6.82% |
| Pioneer Trust Bank N A OR |
19,590 |
20,905 |
+1,315 |
+6.71% |
| Wealthstar Advisors LLC |
1,118 |
1,192 |
+74 |
+6.62% |
| Sanders Morris Harris LLC |
5,685 |
6,061 |
+376 |
+6.61% |
| Zullo Investment Group Inc. |
2,015 |
2,148 |
+133 |
+6.60% |
| Versant Capital Management Inc |
718 |
765 |
+47 |
+6.55% |
| Total Clarity Wealth Management Inc. |
766 |
815 |
+49 |
+6.40% |
| Financial Advisory Corp UT ADV |
2,392 |
2,539 |
+147 |
+6.15% |
| WBH Advisory Inc. |
2,162 |
2,292 |
+130 |
+6.01% |
| Charter Trust Co. |
13,289 |
14,079 |
+790 |
+5.94% |
| Fifth Third Wealth Advisors LLC |
4,726 |
5,005 |
+279 |
+5.90% |
| Thrive Wealth Management LLC |
8,210 |
8,686 |
+476 |
+5.80% |
| Cavalier Investments LLC |
14,134 |
14,947 |
+813 |
+5.75% |
| Clarity Wealth Advisors LLC |
1,541 |
1,629 |
+88 |
+5.71% |
| Tempus Wealth Planning LLC |
887 |
937 |
+50 |
+5.64% |
| Norway Savings Bank |
7,906 |
8,344 |
+438 |
+5.54% |
| Prentice Wealth Management LLC |
2,294 |
2,416 |
+122 |
+5.32% |
| Sovereign Financial Group Inc. |
1,090 |
1,147 |
+57 |
+5.23% |
| Revolve Wealth Partners LLC |
1,806 |
1,898 |
+92 |
+5.09% |
| Sterling Investment Counsel LLC |
3,388 |
3,560 |
+172 |
+5.08% |
| Byrne Asset Management LLC |
3,704 |
3,891 |
+187 |
+5.05% |
| Claro Advisors LLC |
3,900 |
4,092 |
+192 |
+4.92% |
| CHICAGO TRUST Co NA |
5,371 |
5,632 |
+261 |
+4.86% |
| Meadow Creek Wealth Advisors LLC |
3,077 |
3,223 |
+146 |
+4.74% |
| Processus Wealth & Capital Management LLC |
10,000 |
10,470 |
+470 |
+4.70% |
| Apexium Financial LP |
1,717 |
1,793 |
+76 |
+4.43% |
| Center for Financial Planning Inc. |
7,351 |
7,677 |
+326 |
+4.43% |
| GDS Wealth Management |
49,294 |
51,438 |
+2,144 |
+4.35% |
| Trust Co. of Toledo NA OH |
13,718 |
14,309 |
+591 |
+4.31% |
| Asio Capital LLC |
16,040 |
16,731 |
+691 |
+4.31% |
| My Personal CFO LLC |
814 |
849 |
+35 |
+4.30% |
| Stratos Wealth Partners LTD. |
40,159 |
41,851 |
+1,692 |
+4.21% |
| Osborne Partners Capital Management LLC |
39,370 |
40,989 |
+1,619 |
+4.11% |
| Bristlecone Advisors LLC |
7,069 |
7,358 |
+289 |
+4.09% |
| Lantz Financial LLC |
1,174 |
1,222 |
+48 |
+4.09% |
| St. Johns Investment Management Company LLC |
5,606 |
5,834 |
+228 |
+4.07% |
| Trifecta Capital Advisors LLC |
21,620 |
22,499 |
+879 |
+4.07% |
| Signet Financial Management LLC |
5,661 |
5,890 |
+229 |
+4.05% |
| Blodgett Wealth Advisors LLC |
2,780 |
2,892 |
+112 |
+4.03% |
| Fox Hill Wealth Management |
947 |
985 |
+38 |
+4.01% |
| Childress Capital Advisors LLC |
2,262 |
2,352 |
+90 |
+3.98% |
| Atwood & Palmer Inc. |
480 |
499 |
+19 |
+3.96% |
| Waypoint Wealth Partners Inc. |
1,871 |
1,941 |
+70 |
+3.74% |
| BNC Wealth Management LLC |
14,161 |
14,673 |
+512 |
+3.62% |
| Cohen Investment Advisors LLC |
10,225 |
10,593 |
+368 |
+3.60% |
| Capital Advisors Ltd. LLC |
727 |
753 |
+26 |
+3.58% |
| LVM Capital Management Ltd. MI |
42,288 |
43,778 |
+1,490 |
+3.52% |
| Wealthcare Advisory Partners LLC |
6,535 |
6,763 |
+228 |
+3.49% |
| Modus Advisors LLC |
12,178 |
12,602 |
+424 |
+3.48% |
| Pure Financial Advisors Inc. |
813 |
840 |
+27 |
+3.32% |
| Stratos Wealth Advisors LLC |
32,320 |
33,378 |
+1,058 |
+3.27% |
| Arbor Trust Wealth Advisors LLC |
6,292 |
6,487 |
+195 |
+3.10% |
| Cambridge Investment Research Advisors Inc. |
133,842 |
137,928 |
+4,086 |
+3.05% |
| Wealthfront Advisers LLC |
95,434 |
98,322 |
+2,888 |
+3.03% |
| FOCUS Wealth Advisors LLC |
7,254 |
7,468 |
+214 |
+2.95% |
| Tradewinds Capital Management LLC |
174 |
179 |
+5 |
+2.87% |
| Masso Torrence Wealth Management Inc. |
3,152 |
3,242 |
+90 |
+2.86% |
| Opal Wealth Advisors LLC |
989 |
1,017 |
+28 |
+2.83% |
| NBC Securities Inc. |
12,064 |
12,404 |
+340 |
+2.82% |
| Accel Wealth Management |
1,807 |
1,857 |
+50 |
+2.77% |
| AMI Asset Management Corp |
237,529 |
244,061 |
+6,532 |
+2.75% |
| OLD National Bancorp IN |
76,138 |
78,225 |
+2,087 |
+2.74% |
| BSW Wealth Partners |
3,126 |
3,210 |
+84 |
+2.69% |
| Horizon Bancorp Inc. IN |
785 |
806 |
+21 |
+2.68% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
148,555 |
152,455 |
+3,900 |
+2.63% |
| Winthrop Advisory Group LLC |
1,903 |
1,953 |
+50 |
+2.63% |
| Venturi Wealth Management LLC |
5,501 |
5,643 |
+142 |
+2.58% |
| Parisi Gray Wealth Management |
1,051 |
1,078 |
+27 |
+2.57% |
| Sweet Financial Partners LLC |
997 |
1,022 |
+25 |
+2.51% |
| Silverlake Wealth Management LLC |
1,000 |
1,025 |
+25 |
+2.50% |
| InTrack Investment Management Inc |
5,019 |
5,144 |
+125 |
+2.49% |
| Means Investment CO. Inc. |
38,060 |
39,002 |
+942 |
+2.48% |
| Gulf International Bank UK Ltd |
83,736 |
85,793 |
+2,057 |
+2.46% |
| Adell Harriman & Carpenter Inc. |
44,697 |
45,789 |
+1,092 |
+2.44% |
| Pallas Capital Advisors LLC |
35,942 |
36,819 |
+877 |
+2.44% |
| CFM Wealth Partners LLC |
41,566 |
42,570 |
+1,004 |
+2.42% |
| Tennessee Valley Asset Management Partners |
1,779 |
1,821 |
+42 |
+2.36% |
| SFG Wealth Management LLC. |
1,025 |
1,049 |
+24 |
+2.34% |
| Chicago Capital LLC |
230,461 |
235,778 |
+5,317 |
+2.31% |
| Regatta Capital Group LLC |
5,759 |
5,892 |
+133 |
+2.31% |
| Plimoth Trust Co. LLC |
21,647 |
22,143 |
+496 |
+2.29% |
| CRA Financial Services LLC |
857 |
875 |
+18 |
+2.10% |
| Zurcher Kantonalbank Zurich Cantonalbank |
481,024 |
490,959 |
+9,935 |
+2.07% |
| Central Valley Advisors LLC |
5,882 |
6,002 |
+120 |
+2.04% |
| IAM Advisory LLC |
2,514 |
2,565 |
+51 |
+2.03% |
| Tower Wealth Partners Inc. |
853 |
870 |
+17 |
+1.99% |
| Capital Performance Advisors LLP |
1,652 |
1,684 |
+32 |
+1.94% |
| Walkner Condon Financial Advisors LLC |
2,501 |
2,549 |
+48 |
+1.92% |
| Fifth Third Bancorp |
246,344 |
250,968 |
+4,624 |
+1.88% |
| Founders Financial Securities LLC |
3,197 |
3,257 |
+60 |
+1.88% |
| Pine Haven Investment Counsel Inc |
2,239 |
2,279 |
+40 |
+1.79% |
| Checchi Capital Advisers LLC |
21,473 |
21,830 |
+357 |
+1.66% |
| Brookstone Capital Management |
38,466 |
39,088 |
+622 |
+1.62% |
| KRS Capital Management LLC |
5,616 |
5,706 |
+90 |
+1.60% |
| Invera Wealth Advisors LLC |
6,641 |
6,745 |
+104 |
+1.57% |
| Atlas Brown Inc. |
6,389 |
6,488 |
+99 |
+1.55% |
| David J Yvars Group |
16,310 |
16,562 |
+252 |
+1.55% |
| Pathway Financial Advisors LLC |
1,532 |
1,555 |
+23 |
+1.50% |
| McLean Asset Management Corp |
902 |
915 |
+13 |
+1.44% |
| Blue Bell Private Wealth Management LLC |
279 |
283 |
+4 |
+1.43% |
| Ipswich Investment Management Co. Inc. |
3,559 |
3,609 |
+50 |
+1.40% |
| Azzad Asset Management Inc. ADV |
15,795 |
16,014 |
+219 |
+1.39% |
| Jamison Private Wealth Management Inc. |
6,187 |
6,271 |
+84 |
+1.36% |
| Investment Research & Advisory Group Inc. |
14,646 |
14,843 |
+197 |
+1.35% |
| Echo45 Advisors LLC |
794 |
804 |
+10 |
+1.26% |
| Argus Investors Counsel Inc. |
3,731 |
3,777 |
+46 |
+1.23% |
| Dash Acquisitions Inc. |
50,123 |
50,731 |
+608 |
+1.21% |
| Sigma Investment Counselors Inc. |
1,093 |
1,106 |
+13 |
+1.19% |
| L.M. Kohn & Company |
8,627 |
8,726 |
+99 |
+1.15% |
| Raymond James Financial Services Advisors Inc. |
1,008,039 |
1,019,669 |
+11,630 |
+1.15% |
| Garrett Investment Advisors LLC |
12,121 |
12,255 |
+134 |
+1.11% |
| Seed Wealth Management Inc. |
3,650 |
3,690 |
+40 |
+1.10% |
| Community Bank & Trust Waco Texas |
3,912 |
3,953 |
+41 |
+1.05% |
| Chickasaw Capital Management LLC |
8,315 |
8,400 |
+85 |
+1.02% |
| Fundamentun LLC |
25,518 |
25,762 |
+244 |
+0.96% |
| NorthCrest Asset Manangement LLC |
85,052 |
85,850 |
+798 |
+0.94% |
| Fielder Capital Group LLC |
1,069 |
1,079 |
+10 |
+0.94% |
| CENTRAL TRUST Co |
24,753 |
24,973 |
+220 |
+0.89% |
| ST Germain D J Co. Inc. |
21,108 |
21,286 |
+178 |
+0.84% |
| Harbour Capital Advisors LLC |
17,884 |
18,035 |
+151 |
+0.84% |
| Schmidt P J Investment Management Inc. |
6,841 |
6,896 |
+55 |
+0.80% |
| Strategic Investment Advisors MI |
4,954 |
4,993 |
+39 |
+0.79% |
| Regions Financial Corp |
137,165 |
138,205 |
+1,040 |
+0.76% |
| Legacy Private Trust Co. |
8,900 |
8,968 |
+68 |
+0.76% |
| Petredis Investment Advisors LLC |
19,964 |
20,109 |
+145 |
+0.73% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
5,009 |
5,044 |
+35 |
+0.70% |
| Relyea Zuckerberg Hanson LLC |
1,922 |
1,935 |
+13 |
+0.68% |
| Wolff Wiese Magana LLC |
2,672 |
2,690 |
+18 |
+0.67% |
| Pinnacle Associates Ltd. |
31,664 |
31,864 |
+200 |
+0.63% |
| Nikulski Financial Inc. |
8,593 |
8,646 |
+53 |
+0.62% |
| 180 Wealth Advisors LLC |
11,458 |
11,528 |
+70 |
+0.61% |
| Oak Harbor Wealth Partners LLC |
8,844 |
8,898 |
+54 |
+0.61% |
| Gradient Capital Advisors LLC |
1,188 |
1,195 |
+7 |
+0.59% |
| Valeo Financial Advisors LLC |
71,709 |
72,094 |
+385 |
+0.54% |
| Sandy Cove Advisors LLC |
1,092 |
1,097 |
+5 |
+0.46% |
| Artemis Investment Management LLP |
33,498 |
33,650 |
+152 |
+0.45% |
| Capstone Triton Financial Group LLC |
5,512 |
5,535 |
+23 |
+0.42% |
| Cedar Brook Financial Partners LLC |
1,476 |
1,482 |
+6 |
+0.41% |
| CVA Family Office LLC |
1,419 |
1,424 |
+5 |
+0.35% |
| Townsend & Associates Inc |
894 |
897 |
+3 |
+0.34% |
| Jacobsen Capital Management |
1,534 |
1,539 |
+5 |
+0.33% |
| Bay Harbor Wealth Management LLC |
324 |
325 |
+1 |
+0.31% |
| SOA Wealth Advisors LLC. |
1,911 |
1,917 |
+6 |
+0.31% |
| Wealth Alliance Advisory Group LLC |
2,627 |
2,635 |
+8 |
+0.30% |
| Bowman & Co S.C. |
4,154 |
4,165 |
+11 |
+0.26% |
| Alliance Wealth Advisors LLC |
1,611 |
1,615 |
+4 |
+0.25% |
| Moody National Bank Trust Division |
9,465 |
9,487 |
+22 |
+0.23% |
| Howard Capital Management Group LLC |
113,605 |
113,820 |
+215 |
+0.19% |
| Conscious Wealth Investments LLC |
9,896 |
9,911 |
+15 |
+0.15% |
| Archford Capital Strategies LLC |
7,101 |
7,111 |
+10 |
+0.14% |
| Financial Insights Inc. |
4,200 |
4,205 |
+5 |
+0.12% |
| Woodmont Investment Counsel LLC |
17,876 |
17,896 |
+20 |
+0.11% |
| Summa Corp. |
1,074 |
1,075 |
+1 |
+0.09% |
| Meyer Handelman Co. |
35,030 |
35,045 |
+15 |
+0.04% |
| Fulton Bank N.A. |
9,102 |
9,106 |
+4 |
+0.04% |
| 13F Filers Reporting New Positions In CRM |
|---|
| MJP Associates Inc. ADV |
0 |
955 |
+955 |
+100% |
| Chapin Davis Inc. |
0 |
1,870 |
+1,870 |
+100% |
| Leavell Investment Management Inc. |
0 |
910 |
+910 |
+100% |
| Monarch Capital Management Inc. |
0 |
683 |
+683 |
+100% |
| Advanced Asset Management Advisors Inc |
0 |
750 |
+750 |
+100% |
| Rational Advisors LLC |
0 |
11,799 |
+11,799 |
+100% |
| Tealwood Asset Management Inc. |
0 |
5,343 |
+5,343 |
+100% |
| Country Trust Bank |
0 |
36 |
+36 |
+100% |
| Westend Capital Management LLC |
0 |
41 |
+41 |
+100% |
| Regis Management CO LLC |
0 |
716 |
+716 |
+100% |
| Bank of Stockton |
0 |
913 |
+913 |
+100% |
| BLB&B Advisors LLC |
0 |
2,101 |
+2,101 |
+100% |
| Northwest Investment Counselors LLC |
0 |
362 |
+362 |
+100% |
| Mechanics Bank Trust Department |
0 |
765 |
+765 |
+100% |
| IMC Chicago LLC |
0 |
21,297 |
+21,297 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
91,499 |
+91,499 |
+100% |
| Northwest Bancshares Inc. |
0 |
819 |
+819 |
+100% |
| Community Financial Services Group LLC |
0 |
10,055 |
+10,055 |
+100% |
| Aspen Investment Management Inc |
0 |
1,603 |
+1,603 |
+100% |
| Nadler Financial Group Inc. |
0 |
1,098 |
+1,098 |
+100% |
| Vicus Capital |
0 |
1,847 |
+1,847 |
+100% |
| Pachira Investments Inc. |
0 |
740 |
+740 |
+100% |
| Madrona Financial Services LLC |
0 |
782 |
+782 |
+100% |
| E&G Advisors LP |
0 |
744 |
+744 |
+100% |
| Friedenthal Financial |
0 |
155 |
+155 |
+100% |
| Harfst & Associates Inc. |
0 |
5,337 |
+5,337 |
+100% |
| Horizon Financial Services LLC |
0 |
246 |
+246 |
+100% |
| McAdam LLC |
0 |
747 |
+747 |
+100% |
| AMS Capital Ltda |
0 |
20,090 |
+20,090 |
+100% |
| CenterStar Asset Management LLC |
0 |
1,049 |
+1,049 |
+100% |
| Trilogy Capital Inc. |
0 |
1,257 |
+1,257 |
+100% |
| Affiance Financial LLC |
0 |
677 |
+677 |
+100% |
| One Wealth Advisors LLC |
0 |
1,765 |
+1,765 |
+100% |
| Wagner Wealth Management LLC |
0 |
1,233 |
+1,233 |
+100% |
| RHS Financial LLC |
0 |
808 |
+808 |
+100% |
| ERn Financial LLC |
0 |
670 |
+670 |
+100% |
| CCG Wealth Management LLC |
0 |
731 |
+731 |
+100% |
| RBA Wealth Management LLC |
0 |
686 |
+686 |
+100% |
| E Fund Management Hong Kong Co. Ltd. |
0 |
297 |
+297 |
+100% |
| Weaver Consulting Group |
0 |
681 |
+681 |
+100% |
| Kathmere Capital Management LLC |
0 |
755 |
+755 |
+100% |
| LifeSteps Financial Inc. |
0 |
253 |
+253 |
+100% |
| H&H Retirement Design & Management INC |
0 |
1,064 |
+1,064 |
+100% |
| TrueWealth Advisors LLC |
0 |
1,180 |
+1,180 |
+100% |
| Centennial Wealth Advisory LLC |
0 |
668 |
+668 |
+100% |
| Marshall Financial Group LLC |
0 |
861 |
+861 |
+100% |
| Foster Group Inc. |
0 |
982 |
+982 |
+100% |
| Ellsworth Advisors LLC |
0 |
828 |
+828 |
+100% |
| Latitude Advisors LLC |
0 |
669 |
+669 |
+100% |
| Elk River Wealth Management LLC |
0 |
937 |
+937 |
+100% |
| Johnson Bixby & Associates LLC |
0 |
694 |
+694 |
+100% |
| Financial Management Network Inc. |
0 |
725 |
+725 |
+100% |
| Sandbox Financial Partners LLC |
0 |
691 |
+691 |
+100% |
| RFG Holdings Inc. |
0 |
1,135 |
+1,135 |
+100% |
| Lifestyle Asset Management Inc. |
0 |
784 |
+784 |
+100% |
| Round Rock Advisors LLC |
0 |
837 |
+837 |
+100% |
| Piscataqua Savings Bank |
0 |
4 |
+4 |
+100% |
| Canvas Wealth Advisors LLC |
0 |
891 |
+891 |
+100% |
| Fermata Advisors LLC |
0 |
1,388 |
+1,388 |
+100% |
| US Asset Management LLC |
0 |
681 |
+681 |
+100% |
| Revisor Wealth Management LLC |
0 |
842 |
+842 |
+100% |
| Cherrydale Wealth Management LLC |
0 |
684 |
+684 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
50 |
+50 |
+100% |
| Red Tortoise LLC |
0 |
108 |
+108 |
+100% |
| Marion Wealth Management |
0 |
686 |
+686 |
+100% |
| Key Client Fiduciary Advisors LLC |
0 |
3,653 |
+3,653 |
+100% |
| Astoria Portfolio Advisors LLC. |
0 |
1,005 |
+1,005 |
+100% |
| Global Assets Advisory LLC |
0 |
28,412 |
+28,412 |
+100% |
| Hoxton Planning & Management LLC |
0 |
730 |
+730 |
+100% |
| WS Portfolio Advisory LLC |
0 |
32,633 |
+32,633 |
+100% |
| Register Financial Advisors LLC |
0 |
637 |
+637 |
+100% |
| GuoLine Advisory Pte Ltd |
0 |
41,500 |
+41,500 |
+100% |
| Whitaker Myers Wealth Managers LTD. |
0 |
1,312 |
+1,312 |
+100% |
| Abacus Wealth Partners LLC |
0 |
831 |
+831 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
24 |
+24 |
+100% |
| Lecap Asset Management Ltd. |
0 |
2,053 |
+2,053 |
+100% |
| Exchange Bank |
0 |
759 |
+759 |
+100% |
| Marest Capital LLC |
0 |
722 |
+722 |
+100% |
| Focus Financial Network Inc. |
0 |
4,557 |
+4,557 |
+100% |
| Triad Wealth Partners LLC |
0 |
753 |
+753 |
+100% |
| Accordant Advisory Group Inc |
0 |
544 |
+544 |
+100% |
| Foguth Wealth Management LLC. |
0 |
3,887 |
+3,887 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
9 |
+9 |
+100% |
| Emprise Bank |
0 |
5,088 |
+5,088 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Adams Diversified Equity Fund Inc. |
135,700 |
135,700 |
UNCH |
0.00% |
| City Holding Co. |
360 |
360 |
UNCH |
0.00% |
| Park National Corp OH |
1,780 |
1,780 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
30 |
30 |
UNCH |
0.00% |
| Tompkins Financial Corp |
571 |
571 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
655,123 |
655,123 |
UNCH |
0.00% |
| Everett Harris & Co. CA |
852 |
852 |
UNCH |
0.00% |
| Wedge Capital Management L L P NC |
1,729 |
1,729 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
1,017 |
1,017 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
1,324 |
1,324 |
UNCH |
0.00% |
| American National Bank |
3,228 |
3,228 |
UNCH |
0.00% |
| Bedrijfstakpensioenfonds Voor DE Media PNO |
72,500 |
72,500 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
1,229 |
1,229 |
UNCH |
0.00% |
| Arlington Partners LLC |
12,727 |
12,727 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
149 |
149 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
395 |
395 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
28,300 |
28,300 |
UNCH |
0.00% |
| Kessler Investment Group LLC |
500 |
500 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
2,063 |
2,063 |
UNCH |
0.00% |
| Alta Advisers Ltd |
2,700 |
2,700 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
4,712 |
4,712 |
UNCH |
0.00% |
| Windsor Capital Management LLC |
1,563 |
1,563 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
12,236 |
12,236 |
UNCH |
0.00% |
| Consolidated Investment Group LLC |
23,200 |
23,200 |
UNCH |
0.00% |
| Paragon Capital Management Ltd |
76,081 |
76,081 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
18 |
18 |
UNCH |
0.00% |
| Wolf Group Capital Advisors |
7,523 |
7,523 |
UNCH |
0.00% |
| Parkside Advisors LLC |
2,299 |
2,299 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
115 |
115 |
UNCH |
0.00% |
| Riverview Trust Co |
3,706 |
3,706 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
1,526 |
1,526 |
UNCH |
0.00% |
| Northstar Group Inc. |
6,851 |
6,851 |
UNCH |
0.00% |
| Trust Co |
60 |
60 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
14 |
14 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
76 |
76 |
UNCH |
0.00% |
| Nicholas Hoffman & Company LLC. |
1,584 |
1,584 |
UNCH |
0.00% |
| HMS Capital Management LLC |
794 |
794 |
UNCH |
0.00% |
| Symmetry Partners LLC |
3,397 |
3,397 |
UNCH |
0.00% |
| LexAurum Advisors LLC |
1,061 |
1,061 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
19 |
19 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
283 |
283 |
UNCH |
0.00% |
| Solstein Capital LLC |
2,487 |
2,487 |
UNCH |
0.00% |
| Pflug Koory LLC |
138 |
138 |
UNCH |
0.00% |
| Essex Savings Bank |
4,482 |
4,482 |
UNCH |
0.00% |
| Costello Asset Management INC |
69 |
69 |
UNCH |
0.00% |
| Compton Wealth Advisory Group LLC |
6,750 |
6,750 |
UNCH |
0.00% |
| Insight Financial Services |
3 |
3 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
42 |
42 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
72,522 |
72,522 |
UNCH |
0.00% |
| McAlister Sweet & Associates Inc. |
1,337 |
1,337 |
UNCH |
0.00% |
| IFG Advisors LLC |
1,390 |
1,390 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
26 |
26 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
20,111 |
20,111 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
111 |
111 |
UNCH |
0.00% |
| Epiq Partners LLC |
979 |
979 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
130 |
130 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
70 |
70 |
UNCH |
0.00% |
| Dohj LLC |
1,033 |
1,033 |
UNCH |
0.00% |
| Trinity Financial Advisors LLC |
1,002 |
1,002 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
194 |
194 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
130 |
130 |
UNCH |
0.00% |
| Cordant Inc. |
422 |
422 |
UNCH |
0.00% |
| TruWealth Advisors LLC |
792 |
792 |
UNCH |
0.00% |
| Legal Advantage Investments Inc. |
5,571 |
5,571 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
59 |
59 |
UNCH |
0.00% |
| Bond & Devick Financial Network Inc. |
3,721 |
3,721 |
UNCH |
0.00% |
| TriaGen Wealth Management LLC |
7,345 |
7,345 |
UNCH |
0.00% |
| Avenue 1 Advisors LLC |
1,374 |
1,374 |
UNCH |
0.00% |
| Bank of New Hampshire |
310 |
310 |
UNCH |
0.00% |
| Five Oceans Advisors |
1,194 |
1,194 |
UNCH |
0.00% |
| Activest Wealth Management |
448 |
448 |
UNCH |
0.00% |
| Iyo Bank Ltd. |
43,532 |
43,532 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
117 |
117 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
42 |
42 |
UNCH |
0.00% |
| Glassy Mountain Advisors Inc. |
1,224 |
1,224 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
68 |
68 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
281 |
281 |
UNCH |
0.00% |
| Pacific Sage Partners LLC |
1,748 |
1,748 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
97 |
97 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
47 |
47 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
2,368 |
2,368 |
UNCH |
0.00% |
| Stephens Consulting LLC |
4 |
4 |
UNCH |
0.00% |
| Fortune Financial Advisors LLC |
1,261 |
1,261 |
UNCH |
0.00% |
| Forza Wealth Management LLC |
925 |
925 |
UNCH |
0.00% |
| Lodestar Private Asset Management LLC |
1,423 |
1,423 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
140 |
140 |
UNCH |
0.00% |
| McCarthy Grittinger Financial Group LLC |
165 |
165 |
UNCH |
0.00% |
| Pinnacle West Asset Management Inc. |
1,105 |
1,105 |
UNCH |
0.00% |
| Arcataur Capital Management LLC |
1,815 |
1,815 |
UNCH |
0.00% |
| Armstrong Fleming & Moore Inc |
1,249 |
1,249 |
UNCH |
0.00% |
| CGC Financial Services LLC |
223 |
223 |
UNCH |
0.00% |
| Madison Park Capital Advisors LLC |
1,544 |
1,544 |
UNCH |
0.00% |
| WFA Asset Management Corp |
400 |
400 |
UNCH |
0.00% |
| Peoples Bank KS |
190 |
190 |
UNCH |
0.00% |
| Werlinich Asset Management LLC |
1,123 |
1,123 |
UNCH |
0.00% |
| PFS Partners LLC |
58 |
58 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
734 |
734 |
UNCH |
0.00% |
| Precedent Wealth Partners LLC |
904 |
904 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
459 |
459 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
69 |
69 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
1,065 |
1,065 |
UNCH |
0.00% |
| Chaney Capital Management Inc. |
1,793 |
1,793 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
2,617 |
2,617 |
UNCH |
0.00% |
| Muirfield Wealth Advisors LLC |
1,032 |
1,032 |
UNCH |
0.00% |
| 13F Filers Decreasing CRM Share Count |
|---|
| CloudAlpha Capital Management Limited Hong Kong |
38,000 |
1,000 |
-37,000 |
-97.37% |
| Mendota Financial Group LLC |
107 |
7 |
-100 |
-93.46% |
| Simplex Trading LLC |
153,687 |
15,255 |
-138,432 |
-90.07% |
| Tritonpoint Wealth LLC |
13,629 |
1,521 |
-12,108 |
-88.84% |
| Oak Thistle LLC |
8,471 |
1,835 |
-6,636 |
-78.34% |
| PSI Advisors LLC |
4,110 |
1,081 |
-3,029 |
-73.70% |
| Eagle Strategies LLC |
6,582 |
1,942 |
-4,640 |
-70.50% |
| Vigilare Wealth Management |
2,145 |
695 |
-1,450 |
-67.60% |
| Olistico Wealth LLC |
3,301 |
1,070 |
-2,231 |
-67.59% |
| Baldwin Brothers Inc. MA |
625 |
213 |
-412 |
-65.92% |
| Advisor Resource Council |
8,803 |
3,693 |
-5,110 |
-58.05% |
| Bridges Investment Management Inc. |
3,038 |
1,296 |
-1,742 |
-57.34% |
| Assenagon Asset Management S.A. |
795,331 |
397,556 |
-397,775 |
-50.01% |
| First Personal Financial Services |
230 |
122 |
-108 |
-46.96% |
| D. B. Root & Company LLC |
1,263 |
690 |
-573 |
-45.37% |
| Bremer Bank National Association |
2,103 |
1,173 |
-930 |
-44.22% |
| Cullinan Associates Inc. |
30,707 |
17,447 |
-13,260 |
-43.18% |
| Abacus Planning Group Inc. |
1,353 |
825 |
-528 |
-39.02% |
| Manning & Napier Group LLC |
262,094 |
162,616 |
-99,478 |
-37.96% |
| Deltec Asset Management LLC |
7,300 |
4,750 |
-2,550 |
-34.93% |
| CMH Wealth Management LLC |
48,047 |
31,864 |
-16,183 |
-33.68% |
| Tsfg LLC |
2,686 |
1,795 |
-891 |
-33.17% |
| MCF Advisors LLC |
166 |
111 |
-55 |
-33.13% |
| Altfest L J & Co. Inc. |
5,346 |
3,580 |
-1,766 |
-33.03% |
| Vaughan Nelson Investment Management L.P. |
896,228 |
609,305 |
-286,923 |
-32.01% |
| Equitable Trust Co. |
47,785 |
32,545 |
-15,240 |
-31.89% |
| Cutler Group LP |
3,956 |
2,734 |
-1,222 |
-30.89% |
| Apeiron RIA LLC |
1,008 |
702 |
-306 |
-30.36% |
| Arlington Trust Co LLC |
65 |
47 |
-18 |
-27.69% |
| Tlwm |
6,813 |
4,934 |
-1,879 |
-27.58% |
| First Horizon Advisors Inc. |
25,778 |
18,768 |
-7,010 |
-27.19% |
| Sendero Wealth Management LLC |
15,981 |
11,643 |
-4,338 |
-27.14% |
| PayPay Securities Corp |
19 |
14 |
-5 |
-26.32% |
| Atticus Wealth Management LLC |
48 |
36 |
-12 |
-25.00% |
| Dynamic Advisor Solutions LLC |
27,164 |
20,650 |
-6,514 |
-23.98% |
| Xcel Wealth Management LLC |
19,182 |
14,744 |
-4,438 |
-23.14% |
| Berry Wealth Group LP |
2,156 |
1,669 |
-487 |
-22.59% |
| DB Fitzpatrick & Co Inc |
5,009 |
3,884 |
-1,125 |
-22.46% |
| Octavia Wealth Advisors LLC |
4,871 |
3,805 |
-1,066 |
-21.88% |
| VanderPol Investments L.L.C. |
1,846 |
1,452 |
-394 |
-21.34% |
| Renaissance Group LLC |
144,158 |
113,719 |
-30,439 |
-21.12% |
| Cornerstone Wealth Group LLC |
17,033 |
13,553 |
-3,480 |
-20.43% |
| Planning Capital Management Corp |
909 |
728 |
-181 |
-19.91% |
| First Financialcorp IN |
2,507 |
2,010 |
-497 |
-19.82% |
| New Hampshire Trust |
14,327 |
11,587 |
-2,740 |
-19.12% |
| Sunbelt Securities Inc. |
8,648 |
7,015 |
-1,633 |
-18.88% |
| DNB Asset Management AS |
253,819 |
206,917 |
-46,902 |
-18.48% |
| Massmutual Trust Co. FSB ADV |
30,422 |
24,908 |
-5,514 |
-18.13% |
| Farmers & Merchants Investments Inc. |
1,365 |
1,120 |
-245 |
-17.95% |
| Perkins Coie Trust Co |
164 |
135 |
-29 |
-17.68% |
| Dakota Community Bank & Trust NA |
558 |
463 |
-95 |
-17.03% |
| Busey Wealth Management |
1,821 |
1,521 |
-300 |
-16.47% |
| M&R Capital Management Inc. |
6,453 |
5,392 |
-1,061 |
-16.44% |
| SOL Capital Management CO |
914 |
764 |
-150 |
-16.41% |
| Hexagon Capital Partners LLC |
957 |
802 |
-155 |
-16.20% |
| Bruce G. Allen Investments LLC |
81 |
68 |
-13 |
-16.05% |
| G&S Capital LLC |
8,795 |
7,406 |
-1,389 |
-15.79% |
| Asset Dedication LLC |
14,114 |
11,914 |
-2,200 |
-15.59% |
| 17 Capital Partners LLC |
3,481 |
2,946 |
-535 |
-15.37% |
| Benson Investment Management Company Inc. |
18,541 |
15,797 |
-2,744 |
-14.80% |
| First Pacific Financial |
7,462 |
6,380 |
-1,082 |
-14.50% |
| AdvisorNet Financial Inc |
2,856 |
2,450 |
-406 |
-14.22% |
| Congress Park Capital LLC |
3,530 |
3,035 |
-495 |
-14.02% |
| AustralianSuper Pty Ltd |
1,108,665 |
953,315 |
-155,350 |
-14.01% |
| Kingswood Wealth Advisors LLC |
16,461 |
14,187 |
-2,274 |
-13.81% |
| Amalgamated Bank |
239,227 |
206,399 |
-32,828 |
-13.72% |
| 626 Financial LLC |
2,658 |
2,313 |
-345 |
-12.98% |
| Stewart & Patten Co. LLC |
773 |
673 |
-100 |
-12.94% |
| JNBA Financial Advisors |
1,832 |
1,597 |
-235 |
-12.83% |
| OneAscent Wealth Management LLC |
1,530 |
1,337 |
-193 |
-12.61% |
| Arden Trust Co |
1,886 |
1,654 |
-232 |
-12.30% |
| Dougherty Wealth Advisers LLC |
1,760 |
1,549 |
-211 |
-11.99% |
| Monticello Wealth Management LLC |
969 |
853 |
-116 |
-11.97% |
| Clarius Group LLC |
11,642 |
10,261 |
-1,381 |
-11.86% |
| Dupont Capital Management Corp |
64,178 |
56,828 |
-7,350 |
-11.45% |
| Symphony Financial Ltd. Co. |
11,895 |
10,535 |
-1,360 |
-11.43% |
| Bear Mountain Capital Inc. |
97 |
86 |
-11 |
-11.34% |
| Affinity Capital Advisors LLC |
812 |
721 |
-91 |
-11.21% |
| Iowa State Bank |
22,064 |
19,616 |
-2,448 |
-11.09% |
| Boston Common Asset Management LLC |
78,488 |
69,985 |
-8,503 |
-10.83% |
| Los Angeles Capital Management & Equity Research Inc. |
1,366,556 |
1,221,738 |
-144,818 |
-10.60% |
| Sapient Capital LLC |
6,296 |
5,631 |
-665 |
-10.56% |
| Marietta Wealth Management LLC |
25,057 |
22,472 |
-2,585 |
-10.32% |
| Perpetual Ltd |
10,795 |
9,724 |
-1,071 |
-9.92% |
| True North Advisors LLC |
2,096 |
1,888 |
-208 |
-9.92% |
| Bogart Wealth LLC |
41,105 |
37,114 |
-3,991 |
-9.71% |
| Capital Investment Advisory Services LLC |
2,430 |
2,198 |
-232 |
-9.55% |
| Hartford Financial Management Inc. |
259 |
235 |
-24 |
-9.27% |
| Herbst Group LLC |
10,810 |
9,810 |
-1,000 |
-9.25% |
| Telos Capital Management Inc. |
2,468 |
2,240 |
-228 |
-9.24% |
| Timber Creek Capital Management LLC |
18,065 |
16,400 |
-1,665 |
-9.22% |
| Doliver Advisors LP |
6,380 |
5,823 |
-557 |
-8.73% |
| City State Bank |
1,182 |
1,079 |
-103 |
-8.71% |
| Fulcrum Capital LLC |
2,061 |
1,883 |
-178 |
-8.64% |
| Integrated Investment Consultants LLC |
1,802 |
1,653 |
-149 |
-8.27% |
| Elite Wealth Management Inc. |
21,441 |
19,702 |
-1,739 |
-8.11% |
| Diversified Trust Co |
11,071 |
10,175 |
-896 |
-8.09% |
| Summit Financial LLC |
9,326 |
8,575 |
-751 |
-8.05% |
| GSG Advisors LLC |
1,206 |
1,110 |
-96 |
-7.96% |
| Cyndeo Wealth Partners LLC |
19,438 |
17,890 |
-1,548 |
-7.96% |
| Hodges Capital Management Inc. |
1,452 |
1,337 |
-115 |
-7.92% |
| Bay Rivers Group |
8,085 |
7,455 |
-630 |
-7.79% |
| Securian Asset Management Inc |
61,601 |
57,015 |
-4,586 |
-7.44% |
| Catalyst Private Wealth LLC |
2,148 |
1,991 |
-157 |
-7.31% |
| Occidental Asset Management LLC |
4,857 |
4,504 |
-353 |
-7.27% |
| Allen Capital Group LLC |
923 |
857 |
-66 |
-7.15% |
| SlateStone Wealth LLC |
1,634 |
1,518 |
-116 |
-7.10% |
| Blue Zone Wealth Advisors LLC |
26,611 |
24,729 |
-1,882 |
-7.07% |
| Arlington Financial Advisors LLC |
16,246 |
15,099 |
-1,147 |
-7.06% |
| Enterprise Bank & Trust Co |
12,133 |
11,295 |
-838 |
-6.91% |
| Foster Victor Wealth Advisors LLC |
46,925 |
43,698 |
-3,227 |
-6.88% |
| Pioneer Wealth Management Group |
919 |
856 |
-63 |
-6.86% |
| Etesian Wealth Advisors Inc. |
4,858 |
4,531 |
-327 |
-6.73% |
| Twin Peaks Wealth Advisors LLC |
5,338 |
4,983 |
-355 |
-6.65% |
| ZWJ Investment Counsel Inc. |
1,075 |
1,005 |
-70 |
-6.51% |
| Hall Laurie J Trustee |
540 |
505 |
-35 |
-6.48% |
| Capital Asset Advisory Services LLC |
983 |
920 |
-63 |
-6.41% |
| Moseley Investment Management Inc. |
4,161 |
3,903 |
-258 |
-6.20% |
| Westbourne Investment Advisors Inc. |
21,757 |
20,440 |
-1,317 |
-6.05% |
| Portside Wealth Group LLC |
30,476 |
28,663 |
-1,813 |
-5.95% |
| Bank of New York Mellon Corp |
7,489,347 |
7,047,142 |
-442,205 |
-5.90% |
| Lake Street Financial LLC |
10,690 |
10,060 |
-630 |
-5.89% |
| Accurate Wealth Management LLC |
1,493 |
1,407 |
-86 |
-5.76% |
| Bell Bank |
8,164 |
7,700 |
-464 |
-5.68% |
| Canandaigua National Bank & Trust Co. |
18,012 |
17,057 |
-955 |
-5.30% |
| Ridgewood Investments LLC |
1,109 |
1,051 |
-58 |
-5.23% |
| Cubic Asset Management LLC |
1,920 |
1,820 |
-100 |
-5.21% |
| Mosley Wealth Management |
834 |
792 |
-42 |
-5.04% |
| Birinyi Associates Inc. |
6,380 |
6,065 |
-315 |
-4.94% |
| Weybosset Research & Management LLC |
1,045 |
995 |
-50 |
-4.78% |
| Kovack Advisors Inc. |
11,815 |
11,252 |
-563 |
-4.77% |
| Burkett Financial Services LLC |
1,076 |
1,026 |
-50 |
-4.65% |
| Wetzel Investment Advisors Inc. |
1,637 |
1,561 |
-76 |
-4.64% |
| Appleton Partners Inc. MA |
2,799 |
2,669 |
-130 |
-4.64% |
| Hartford Investment Management Co. |
65,558 |
62,565 |
-2,993 |
-4.57% |
| Flagship Harbor Advisors LLC |
9,533 |
9,104 |
-429 |
-4.50% |
| Contravisory Investment Management Inc. |
1,856 |
1,773 |
-83 |
-4.47% |
| WD Rutherford LLC |
14,698 |
14,055 |
-643 |
-4.37% |
| Drive Wealth Management LLC |
2,651 |
2,536 |
-115 |
-4.34% |
| Bfsg LLC |
4,066 |
3,890 |
-176 |
-4.33% |
| Louisiana State Employees Retirement System |
58,800 |
56,300 |
-2,500 |
-4.25% |
| Verde Capital Management |
8,183 |
7,837 |
-346 |
-4.23% |
| Hengehold Capital Management LLC |
2,404 |
2,304 |
-100 |
-4.16% |
| Riverbridge Partners LLC |
337,949 |
323,937 |
-14,012 |
-4.15% |
| Caldwell Sutter Capital Inc. |
193 |
185 |
-8 |
-4.15% |
| Kennedy Investment Group |
1,330 |
1,275 |
-55 |
-4.14% |
| Bangor Savings Bank |
8,513 |
8,162 |
-351 |
-4.12% |
| ZRC Wealth Management LLC |
270 |
259 |
-11 |
-4.07% |
| Ayrshire Capital Management LLC |
4,748 |
4,556 |
-192 |
-4.04% |
| HTLF Bank |
1,258 |
1,208 |
-50 |
-3.97% |
| Carret Asset Management LLC |
2,784 |
2,674 |
-110 |
-3.95% |
| New Mexico Educational Retirement Board |
50,986 |
48,986 |
-2,000 |
-3.92% |
| OneAscent Financial Services LLC |
2,571 |
2,471 |
-100 |
-3.89% |
| Grandview Asset Management LLC |
7,038 |
6,767 |
-271 |
-3.85% |
| Adirondack Trust Co. |
1,404 |
1,350 |
-54 |
-3.85% |
| Sumitomo Life Insurance Co. |
12,462 |
12,005 |
-457 |
-3.67% |
| Collective Family Office LLC |
1,261 |
1,215 |
-46 |
-3.65% |
| Mcdonald Partners LLC |
959 |
924 |
-35 |
-3.65% |
| Arvest Investments Inc. |
721 |
696 |
-25 |
-3.47% |
| Steel Peak Wealth Management LLC |
94,409 |
91,171 |
-3,238 |
-3.43% |
| Wealth Effects LLC |
885 |
855 |
-30 |
-3.39% |
| Clarus Wealth Advisors |
2,169 |
2,096 |
-73 |
-3.37% |
| Tyche Wealth Partners LLC |
2,556 |
2,470 |
-86 |
-3.36% |
| Factory Mutual Insurance Co. |
104,300 |
100,800 |
-3,500 |
-3.36% |
| Independence Bank of Kentucky |
13,064 |
12,646 |
-418 |
-3.20% |
| Berger Financial Group Inc |
1,758 |
1,702 |
-56 |
-3.19% |
| KG&L Capital Management LLC |
1,566 |
1,516 |
-50 |
-3.19% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
469,853 |
454,853 |
-15,000 |
-3.19% |
| First National Bank |
3,340 |
3,234 |
-106 |
-3.17% |
| Selective Wealth Management Inc. |
29,625 |
28,692 |
-933 |
-3.15% |
| Financial Management Professionals Inc. |
810 |
785 |
-25 |
-3.09% |
| Navalign LLC |
7,895 |
7,652 |
-243 |
-3.08% |
| Premier Path Wealth Partners LLC |
9,021 |
8,746 |
-275 |
-3.05% |
| Yousif Capital Management LLC |
136,400 |
132,237 |
-4,163 |
-3.05% |
| Boltwood Capital Management |
10,349 |
10,042 |
-307 |
-2.97% |
| WoodTrust Financial Corp |
57,973 |
56,262 |
-1,711 |
-2.95% |
| Exchange Traded Concepts LLC |
39,059 |
37,952 |
-1,107 |
-2.83% |
| Private Capital Management LLC |
1,493 |
1,452 |
-41 |
-2.75% |
| Pinnacle Bank |
1,817 |
1,767 |
-50 |
-2.75% |
| Abner Herrman & Brock LLC |
83,418 |
81,176 |
-2,242 |
-2.69% |
| GraniteShares Advisors LLC |
6,524 |
6,350 |
-174 |
-2.67% |
| Parsons Capital Management Inc. RI |
19,094 |
18,588 |
-506 |
-2.65% |
| Banque Cantonale Vaudoise |
53,921 |
52,505 |
-1,416 |
-2.63% |
| DGS Capital Management LLC |
1,223 |
1,191 |
-32 |
-2.62% |
| LongView Wealth Management |
881 |
858 |
-23 |
-2.61% |
| Financial Perspectives Inc |
77 |
75 |
-2 |
-2.60% |
| New York State Teachers Retirement System |
999,184 |
973,458 |
-25,726 |
-2.57% |
| Welch Group LLC |
904 |
881 |
-23 |
-2.54% |
| Gemmer Asset Management LLC |
1,661 |
1,619 |
-42 |
-2.53% |
| Caliber Wealth Management LLC |
12,164 |
11,857 |
-307 |
-2.52% |
| Sumitomo Mitsui Trust Holdings Inc. |
2,803,754 |
2,734,170 |
-69,584 |
-2.48% |
| Trivant Custom Portfolio Group LLC |
10,503 |
10,247 |
-256 |
-2.44% |
| Buckingham Capital Management Inc. |
49,276 |
48,074 |
-1,202 |
-2.44% |
| KWB Wealth |
3,745 |
3,656 |
-89 |
-2.38% |
| Cornerstone Wealth Management LLC |
4,713 |
4,602 |
-111 |
-2.36% |
| Atlantic Union Bankshares Corp |
9,286 |
9,068 |
-218 |
-2.35% |
| Acorn Creek Capital LLC |
902 |
881 |
-21 |
-2.33% |
| GFS Advisors LLC |
820 |
801 |
-19 |
-2.32% |
| SeaCrest Wealth Management LLC |
12,434 |
12,148 |
-286 |
-2.30% |
| Donaldson Capital Management LLC |
6,545 |
6,398 |
-147 |
-2.25% |
| Worth Asset Management LLC |
7,963 |
7,785 |
-178 |
-2.24% |
| Brown Advisory Inc. |
163,856 |
160,257 |
-3,599 |
-2.20% |
| Cornell Pochily Investment Advisors Inc. |
5,622 |
5,499 |
-123 |
-2.19% |
| Principle Wealth Partners LLC |
9,183 |
8,983 |
-200 |
-2.18% |
| Romano Brothers AND Company |
4,129 |
4,039 |
-90 |
-2.18% |
| AlphaMark Advisors LLC |
139 |
136 |
-3 |
-2.16% |
| Chesley Taft & Associates LLC |
49,516 |
48,479 |
-1,037 |
-2.09% |
| Country Club Bank GFN |
5,047 |
4,942 |
-105 |
-2.08% |
| Capital Investment Advisors LLC |
6,569 |
6,434 |
-135 |
-2.06% |
| IVC Wealth Advisors LLC |
2,292 |
2,245 |
-47 |
-2.05% |
| Nilsine Partners LLC |
7,632 |
7,477 |
-155 |
-2.03% |
| Breakwater Capital Group |
805 |
789 |
-16 |
-1.99% |
| Park Place Capital Corp |
8,806 |
8,639 |
-167 |
-1.90% |
| Sage Rhino Capital LLC |
4,119 |
4,042 |
-77 |
-1.87% |
| SYSTM Wealth Solutions LLC |
647 |
635 |
-12 |
-1.85% |
| Yoder Wealth Management Inc. |
1,199 |
1,177 |
-22 |
-1.83% |
| Highview Capital Management LLC DE |
1,125 |
1,105 |
-20 |
-1.78% |
| Strategic Advisors LLC |
27,933 |
27,437 |
-496 |
-1.78% |
| Fragasso Group Inc. |
24,477 |
24,048 |
-429 |
-1.75% |
| JGP Wealth Management LLC |
931 |
915 |
-16 |
-1.72% |
| WASHINGTON TRUST Co |
73,177 |
71,931 |
-1,246 |
-1.70% |
| Blossom Wealth Management |
888 |
873 |
-15 |
-1.69% |
| Chemung Canal Trust Co. |
19,328 |
19,006 |
-322 |
-1.67% |
| Powers Advisory Group LLC |
1,325 |
1,303 |
-22 |
-1.66% |
| Cigna Investments Inc. New |
10,151 |
9,982 |
-169 |
-1.66% |
| Wealth Management Partners LLC |
8,042 |
7,911 |
-131 |
-1.63% |
| Prestige Wealth Management Group LLC |
316 |
311 |
-5 |
-1.58% |
| Strategic Blueprint LLC |
22,707 |
22,355 |
-352 |
-1.55% |
| Investment Partners Asset Management Inc. |
4,097 |
4,035 |
-62 |
-1.51% |
| Progressive Investment Management Corp |
23,641 |
23,296 |
-345 |
-1.46% |
| Trust Point Inc. |
5,505 |
5,426 |
-79 |
-1.44% |
| IMA Wealth Inc. |
6,371 |
6,279 |
-92 |
-1.44% |
| Exchange Capital Management Inc. |
45,725 |
45,079 |
-646 |
-1.41% |
| IFM Investors Pty Ltd |
200,928 |
198,209 |
-2,719 |
-1.35% |
| Curbstone Financial Management Corp |
3,716 |
3,666 |
-50 |
-1.35% |
| Sunflower Bank N.A. |
2,607 |
2,572 |
-35 |
-1.34% |
| Wallace Advisory Group LLC |
4,715 |
4,653 |
-62 |
-1.31% |
| Avitas Wealth Management LLC |
3,048 |
3,008 |
-40 |
-1.31% |
| Lindbrook Capital LLC |
6,087 |
6,008 |
-79 |
-1.30% |
| Webster Bank N. A. |
25,991 |
25,653 |
-338 |
-1.30% |
| Mirador Capital Partners LP |
2,242 |
2,214 |
-28 |
-1.25% |
| Meridian Financial Partners LLC |
4,035 |
3,985 |
-50 |
-1.24% |
| Sawyer & Company Inc |
19,017 |
18,785 |
-232 |
-1.22% |
| Mather Group LLC. |
1,802 |
1,780 |
-22 |
-1.22% |
| Mcrae Capital Management Inc. |
28,087 |
27,747 |
-340 |
-1.21% |
| Berkshire Bank |
7,873 |
7,783 |
-90 |
-1.14% |
| Bridge Creek Capital Management LLC |
20,603 |
20,374 |
-229 |
-1.11% |
| Triangle Securities Wealth Management |
9,084 |
8,985 |
-99 |
-1.09% |
| CIC Wealth LLC |
4,361 |
4,314 |
-47 |
-1.08% |
| Ignite Planners LLC |
1,156 |
1,144 |
-12 |
-1.04% |
| Augustine Asset Management Inc. |
3,837 |
3,797 |
-40 |
-1.04% |
| Legacy Bridge LLC |
4,974 |
4,923 |
-51 |
-1.03% |
| Smith Anglin Financial LLC |
969 |
959 |
-10 |
-1.03% |
| Optas LLC |
7,888 |
7,809 |
-79 |
-1.00% |
| Optimum Investment Advisors |
505 |
500 |
-5 |
-0.99% |
| Citizens Business Bank |
11,072 |
10,966 |
-106 |
-0.96% |
| Conning Inc. |
5,986 |
5,929 |
-57 |
-0.95% |
| Thomasville National Bank |
99,169 |
98,280 |
-889 |
-0.90% |
| FirstPurpose Wealth LLC |
3,778 |
3,746 |
-32 |
-0.85% |
| United Asset Strategies Inc. |
7,301 |
7,240 |
-61 |
-0.84% |
| Sivia Capital Partners LLC |
2,542 |
2,521 |
-21 |
-0.83% |
| Miracle Mile Advisors LLC |
19,104 |
18,946 |
-158 |
-0.83% |
| CX Institutional |
5,610 |
5,564 |
-46 |
-0.82% |
| F M Investments LLC |
7,128 |
7,072 |
-56 |
-0.79% |
| TRUE Private Wealth Advisors |
5,905 |
5,860 |
-45 |
-0.76% |
| Chicago Partners Investment Group LLC |
7,160 |
7,106 |
-54 |
-0.75% |
| Apella Capital LLC |
5,437 |
5,397 |
-40 |
-0.74% |
| Salvus Wealth Management LLC |
2,391 |
2,374 |
-17 |
-0.71% |
| Sky Investment Group LLC |
3,586 |
3,561 |
-25 |
-0.70% |
| Maryland State Retirement & Pension System |
73,692 |
73,185 |
-507 |
-0.69% |
| Beech Hill Advisors Inc. |
12,589 |
12,504 |
-85 |
-0.68% |
| Spire Wealth Management |
40,680 |
40,415 |
-265 |
-0.65% |
| Courier Capital LLC |
12,802 |
12,721 |
-81 |
-0.63% |
| Jeppson Wealth Management LLC |
1,614 |
1,604 |
-10 |
-0.62% |
| Harbor Investment Advisory LLC |
29,827 |
29,642 |
-185 |
-0.62% |
| Hyperion Partners LLC |
1,661 |
1,651 |
-10 |
-0.60% |
| Perennial Advisors LLC |
1,826 |
1,815 |
-11 |
-0.60% |
| Quantum Financial Advisors LLC |
846 |
841 |
-5 |
-0.59% |
| Grassi Investment Management |
33,813 |
33,613 |
-200 |
-0.59% |
| Cullen Investment Group LTD. |
20,129 |
20,015 |
-114 |
-0.57% |
| Daymark Wealth Partners LLC |
172,016 |
171,228 |
-788 |
-0.46% |
| Bouvel Investment Partners LLC |
19,584 |
19,495 |
-89 |
-0.45% |
| Parcion Private Wealth LLC |
5,343 |
5,319 |
-24 |
-0.45% |
| Eudaimonia Partners LLC |
921 |
917 |
-4 |
-0.43% |
| State of Michigan Retirement System |
266,343 |
265,243 |
-1,100 |
-0.41% |
| International Assets Investment Management LLC |
5,344 |
5,324 |
-20 |
-0.37% |
| Guinness Atkinson Asset Management Inc |
26,664 |
26,570 |
-94 |
-0.35% |
| Burke & Herbert Bank & Trust Co. |
886 |
883 |
-3 |
-0.34% |
| Gateway Investment Advisers LLC |
188,098 |
187,486 |
-612 |
-0.33% |
| Salem Investment Counselors Inc. |
3,751 |
3,739 |
-12 |
-0.32% |
| New World Advisors LLC |
2,249 |
2,242 |
-7 |
-0.31% |
| Kinneret Advisory LLC |
37,987 |
37,869 |
-118 |
-0.31% |
| Verdence Capital Advisors LLC |
1,925 |
1,920 |
-5 |
-0.26% |
| Roberts Wealth Advisors LLC |
10,476 |
10,450 |
-26 |
-0.25% |
| NBT Bank N A NY |
14,128 |
14,098 |
-30 |
-0.21% |
| Aspiriant LLC |
10,513 |
10,494 |
-19 |
-0.18% |
| Talbot Financial LLC |
59,582 |
59,491 |
-91 |
-0.15% |
| Franklin Street Advisors Inc. NC |
128,006 |
127,823 |
-183 |
-0.14% |
| Grimes & Company Inc. |
839 |
838 |
-1 |
-0.12% |
| Sunpointe LLC |
1,741 |
1,739 |
-2 |
-0.11% |
| Forbes J M & Co. LLP |
36,362 |
36,324 |
-38 |
-0.10% |
| UMB Bank N A MO |
89,439 |
89,361 |
-78 |
-0.09% |
| Procyon Private Wealth Partners LLC |
30,064 |
30,041 |
-23 |
-0.08% |
| Financial Enhancement Group LLC |
23,478 |
23,460 |
-18 |
-0.08% |
| Czech National Bank |
170,443 |
170,320 |
-123 |
-0.07% |
| Stonegate Investment Group LLC |
7,176 |
7,171 |
-5 |
-0.07% |
| Shepherd Financial Partners LLC |
7,908 |
7,904 |
-4 |
-0.05% |
| Edge Wealth Management LLC |
47,946 |
47,926 |
-20 |
-0.04% |
| State of Alaska Department of Revenue |
105,085 |
105,045 |
-40 |
-0.04% |
| First National Trust Co |
31,925 |
31,914 |
-11 |
-0.03% |
| Hudson Capital Management LLC |
14,794 |
14,793 |
-1 |
-0.01% |
| 13F Filers Exiting CRM |
|---|
| BKM Wealth Management LLC |
129 |
0 |
-129 |
-100.00% |
| Oak Hill Wealth Advisors LLC |
972 |
0 |
-972 |
-100.00% |
| MGO Private Wealth LLC |
883 |
0 |
-883 |
-100.00% |
| High Net Worth Advisory Group LLC |
797 |
0 |
-797 |
-100.00% |
| BSN Capital Partners Ltd |
191,000 |
0 |
-191,000 |
-100.00% |
| Harbor Group Inc. |
886 |
0 |
-886 |
-100.00% |
| Windmill Hill Asset Management Ltd |
1,512 |
0 |
-1,512 |
-100.00% |
| Clear Creek Financial Management LLC |
1,207 |
0 |
-1,207 |
-100.00% |
| Curated Wealth Partners LLC |
1,134 |
0 |
-1,134 |
-100.00% |
| Inscription Capital LLC |
2,233 |
0 |
-2,233 |
-100.00% |
| Parkside Investments LLC |
2,500 |
0 |
-2,500 |
-100.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
207 |
0 |
-207 |
-100.00% |
| Meridian Wealth Management LLC |
22,352 |
0 |
-22,352 |
-100.00% |
| Ibex Wealth Advisors |
2 |
0 |
-2 |
-100.00% |
| Roble Belko & Company Inc |
26 |
0 |
-26 |
-100.00% |
| Juncture Wealth Strategies LLC |
1,440 |
0 |
-1,440 |
-100.00% |
| Carlson Capital Management |
1,447 |
0 |
-1,447 |
-100.00% |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV |
120,000 |
0 |
-120,000 |
-100.00% |
| Bourgeon Capital Management LLC |
322 |
0 |
-322 |
-100.00% |
| Shikiar Asset Management Inc. |
900 |
0 |
-900 |
-100.00% |
| Toth Financial Advisory Corp |
23 |
0 |
-23 |
-100.00% |
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