| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing DE Share Count |
|---|
| Financial Synergies Wealth Advisors Inc. |
4 |
104 |
+100 |
+2500.00% |
| Rise Advisors LLC |
7 |
147 |
+140 |
+2000.00% |
| WoodTrust Financial Corp |
938 |
15,567 |
+14,629 |
+1559.59% |
| Capital Investment Advisors LLC |
4,014 |
51,668 |
+47,654 |
+1187.19% |
| Caldwell Sutter Capital Inc. |
23 |
273 |
+250 |
+1086.96% |
| Godsey & Gibb Associates |
35 |
248 |
+213 |
+608.57% |
| Legacy Financial Group LLC |
875 |
4,626 |
+3,751 |
+428.69% |
| G&S Capital LLC |
513 |
2,083 |
+1,570 |
+306.04% |
| Wesbanco Bank Inc. |
5,113 |
18,810 |
+13,697 |
+267.89% |
| V Square Quantitative Management LLC |
517 |
1,580 |
+1,063 |
+205.61% |
| Rational Advisors LLC |
38 |
108 |
+70 |
+184.21% |
| Cornerstone Wealth Group LLC |
896 |
2,273 |
+1,377 |
+153.68% |
| CX Institutional |
7,482 |
16,761 |
+9,279 |
+124.02% |
| SJS Investment Consulting Inc. |
37 |
78 |
+41 |
+110.81% |
| Applied Capital LLC FL |
1,230 |
2,506 |
+1,276 |
+103.74% |
| Naviter Wealth LLC |
1,317 |
2,604 |
+1,287 |
+97.72% |
| First Pacific Financial |
74 |
141 |
+67 |
+90.54% |
| Aprio Wealth Management LLC |
676 |
1,220 |
+544 |
+80.47% |
| OneAscent Wealth Management LLC |
558 |
923 |
+365 |
+65.41% |
| Keel Point LLC |
536 |
885 |
+349 |
+65.11% |
| Atlantic Union Bankshares Corp |
6,022 |
9,750 |
+3,728 |
+61.91% |
| Chemung Canal Trust Co. |
9,746 |
15,271 |
+5,525 |
+56.69% |
| Sound Income Strategies LLC |
333 |
512 |
+179 |
+53.75% |
| PFG Investments LLC |
4,609 |
7,083 |
+2,474 |
+53.68% |
| CWM LLC |
15,744 |
23,490 |
+7,746 |
+49.20% |
| Cullinan Associates Inc. |
18,366 |
27,198 |
+8,832 |
+48.09% |
| Bruce G. Allen Investments LLC |
103 |
151 |
+48 |
+46.60% |
| Kovack Advisors Inc. |
692 |
1,010 |
+318 |
+45.95% |
| Wealth Enhancement Advisory Services LLC |
53,610 |
77,781 |
+24,171 |
+45.09% |
| Aletheian Wealth Advisors LLC |
1,628 |
2,349 |
+721 |
+44.29% |
| JGP Wealth Management LLC |
1,984 |
2,819 |
+835 |
+42.09% |
| RMR Wealth Builders |
1,686 |
2,359 |
+673 |
+39.92% |
| Wealthcare Advisory Partners LLC |
3,356 |
4,652 |
+1,296 |
+38.62% |
| Purus Wealth Management LLC |
2,494 |
3,437 |
+943 |
+37.81% |
| Stephens Consulting LLC |
265 |
365 |
+100 |
+37.74% |
| Simon Quick Advisors LLC |
615 |
833 |
+218 |
+35.45% |
| HTLF Bank |
1,542 |
2,042 |
+500 |
+32.43% |
| First Merchants Corp |
3,327 |
4,384 |
+1,057 |
+31.77% |
| AlphaMark Advisors LLC |
103 |
135 |
+32 |
+31.07% |
| Game Plan Financial Advisors LLC |
116 |
150 |
+34 |
+29.31% |
| Wiley BROS. Aintree Capital LLC |
3,487 |
4,500 |
+1,013 |
+29.05% |
| Retirement Guys Formula LLC |
2,546 |
3,271 |
+725 |
+28.48% |
| Rockland Trust Co. |
630 |
808 |
+178 |
+28.25% |
| Harbor Investment Advisory LLC |
1,358 |
1,730 |
+372 |
+27.39% |
| Dakota Wealth Management |
26,964 |
34,339 |
+7,375 |
+27.35% |
| Addenda Capital Inc. |
12,705 |
16,033 |
+3,328 |
+26.19% |
| Capital Investment Advisory Services LLC |
1,755 |
2,207 |
+452 |
+25.75% |
| Ashton Thomas Private Wealth LLC |
7,007 |
8,783 |
+1,776 |
+25.35% |
| Viking Fund Management LLC |
4,000 |
5,000 |
+1,000 |
+25.00% |
| Capital Advisors Ltd. LLC |
16 |
20 |
+4 |
+25.00% |
| DB Fitzpatrick & Co Inc |
3,878 |
4,764 |
+886 |
+22.85% |
| Abacus Wealth Partners LLC |
658 |
800 |
+142 |
+21.58% |
| Benedict Financial Advisors Inc. |
995 |
1,208 |
+213 |
+21.41% |
| KG&L Capital Management LLC |
5,806 |
7,047 |
+1,241 |
+21.37% |
| Miracle Mile Advisors LLC |
3,233 |
3,916 |
+683 |
+21.13% |
| Principle Wealth Partners LLC |
720 |
870 |
+150 |
+20.83% |
| Charter Oak Capital Management LLC |
1,545 |
1,847 |
+302 |
+19.55% |
| Allworth Financial LP |
5,397 |
6,427 |
+1,030 |
+19.08% |
| Bell Bank |
1,727 |
2,041 |
+314 |
+18.18% |
| Claro Advisors LLC |
764 |
902 |
+138 |
+18.06% |
| Next Level Private LLC |
950 |
1,112 |
+162 |
+17.05% |
| Signature Wealth Management Group |
3,451 |
4,038 |
+587 |
+17.01% |
| Perkins Coie Trust Co |
477 |
558 |
+81 |
+16.98% |
| Zhang Financial LLC |
1,437 |
1,681 |
+244 |
+16.98% |
| Stablepoint Partners LLC |
4,684 |
5,475 |
+791 |
+16.89% |
| Allen Mooney & Barnes Investment Advisors LLC |
924 |
1,077 |
+153 |
+16.56% |
| Wealth Alliance Advisory Group LLC |
607 |
707 |
+100 |
+16.47% |
| Plimoth Trust Co. LLC |
5,868 |
6,830 |
+962 |
+16.39% |
| Lantz Financial LLC |
603 |
699 |
+96 |
+15.92% |
| Strategic Planning Group LLC |
4,085 |
4,729 |
+644 |
+15.76% |
| Robeco Institutional Asset Management B.V. |
276,205 |
317,471 |
+41,266 |
+14.94% |
| Catalyst Financial Partners LLC |
1,281 |
1,468 |
+187 |
+14.60% |
| Visionary Horizons LLC |
1,024 |
1,173 |
+149 |
+14.55% |
| Hennessy Advisors Inc. |
6,200 |
7,100 |
+900 |
+14.52% |
| United Capital Management of KS Inc. |
13,649 |
15,630 |
+1,981 |
+14.51% |
| LVM Capital Management Ltd. MI |
1,850 |
2,100 |
+250 |
+13.51% |
| Arlington Financial Advisors LLC |
8,892 |
10,072 |
+1,180 |
+13.27% |
| Leibman Financial Services Inc. |
11,552 |
13,078 |
+1,526 |
+13.21% |
| Opinicus Capital Inc. |
2,988 |
3,375 |
+387 |
+12.95% |
| Piscataqua Savings Bank |
78 |
88 |
+10 |
+12.82% |
| Fort Pitt Capital Group LLC |
155,513 |
175,314 |
+19,801 |
+12.73% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
45,103 |
50,703 |
+5,600 |
+12.42% |
| Natixis Advisors L.P. |
147,765 |
165,056 |
+17,291 |
+11.70% |
| Sunbelt Securities Inc. |
640 |
714 |
+74 |
+11.56% |
| Bill Few Associates Inc. |
1,285 |
1,428 |
+143 |
+11.13% |
| Boston Trust Walden Corp |
231,969 |
257,563 |
+25,594 |
+11.03% |
| Sage Mountain Advisors LLC |
1,173 |
1,301 |
+128 |
+10.91% |
| Ridgewood Investments LLC |
2,108 |
2,333 |
+225 |
+10.67% |
| Diversified Trust Co |
4,036 |
4,448 |
+412 |
+10.21% |
| LexAurum Advisors LLC |
1,422 |
1,566 |
+144 |
+10.13% |
| Arvest Investments Inc. |
770 |
846 |
+76 |
+9.87% |
| Berkshire Bank |
2,845 |
3,123 |
+278 |
+9.77% |
| IAG Wealth Partners LLC |
420 |
460 |
+40 |
+9.52% |
| Slow Capital Inc. |
5,765 |
6,275 |
+510 |
+8.85% |
| Lindbrook Capital LLC |
671 |
728 |
+57 |
+8.49% |
| Welch Group LLC |
18,735 |
20,299 |
+1,564 |
+8.35% |
| Dynamic Advisor Solutions LLC |
11,386 |
12,328 |
+942 |
+8.27% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
10,631 |
11,506 |
+875 |
+8.23% |
| Whitener Capital Management Inc. |
5,941 |
6,410 |
+469 |
+7.89% |
| Olstein Capital Management L.P. |
19,000 |
20,500 |
+1,500 |
+7.89% |
| Massachusetts Wealth Management |
4,502 |
4,852 |
+350 |
+7.77% |
| Summit Trail Advisors LLC |
5,918 |
6,375 |
+457 |
+7.72% |
| Cedar Brook Financial Partners LLC |
546 |
588 |
+42 |
+7.69% |
| Relyea Zuckerberg Hanson LLC |
939 |
1,009 |
+70 |
+7.45% |
| Fundamentun LLC |
9,227 |
9,910 |
+683 |
+7.40% |
| Veriti Management LLC |
5,476 |
5,869 |
+393 |
+7.18% |
| Kowal Investment Group LLC |
830 |
889 |
+59 |
+7.11% |
| SOA Wealth Advisors LLC. |
633 |
677 |
+44 |
+6.95% |
| Park National Corp OH |
87,871 |
93,897 |
+6,026 |
+6.86% |
| Dohj LLC |
3,892 |
4,156 |
+264 |
+6.78% |
| Bremer Bank National Association |
2,023 |
2,160 |
+137 |
+6.77% |
| Fox Hill Wealth Management |
903 |
964 |
+61 |
+6.76% |
| Cambridge Investment Research Advisors Inc. |
59,437 |
63,439 |
+4,002 |
+6.73% |
| Exchange Traded Concepts LLC |
61,747 |
65,790 |
+4,043 |
+6.55% |
| Allen Capital Group LLC |
8,259 |
8,765 |
+506 |
+6.13% |
| First International Bank & Trust |
2,134 |
2,264 |
+130 |
+6.09% |
| Sarasin & Partners LLP |
625,123 |
662,923 |
+37,800 |
+6.05% |
| St. Johns Investment Management Company LLC |
2,397 |
2,541 |
+144 |
+6.01% |
| Means Investment CO. Inc. |
2,902 |
3,074 |
+172 |
+5.93% |
| Cardinal Capital Management |
25,642 |
27,112 |
+1,470 |
+5.73% |
| GAMMA Investing LLC |
1,289 |
1,362 |
+73 |
+5.66% |
| Portside Wealth Group LLC |
571 |
603 |
+32 |
+5.60% |
| Well Done LLC |
1,968 |
2,074 |
+106 |
+5.39% |
| Berger Financial Group Inc |
814 |
857 |
+43 |
+5.28% |
| Catalyst Capital Advisors LLC |
38 |
40 |
+2 |
+5.26% |
| TNF LLC |
953 |
1,003 |
+50 |
+5.25% |
| DLK Investment Management LLC |
7,207 |
7,585 |
+378 |
+5.24% |
| Range Financial Group LLC |
521 |
548 |
+27 |
+5.18% |
| Total Clarity Wealth Management Inc. |
781 |
821 |
+40 |
+5.12% |
| Ellsworth Advisors LLC |
11,362 |
11,919 |
+557 |
+4.90% |
| Waycross Investment Management Co |
4,231 |
4,436 |
+205 |
+4.85% |
| Farmers Trust Co. |
1,039 |
1,088 |
+49 |
+4.72% |
| Salem Investment Counselors Inc. |
1,437 |
1,504 |
+67 |
+4.66% |
| Aaron Wealth Advisors |
1,078 |
1,126 |
+48 |
+4.45% |
| Allied Investment Advisors LLC |
24,207 |
25,283 |
+1,076 |
+4.44% |
| Peoples Bank KS |
298 |
311 |
+13 |
+4.36% |
| Park Avenue Securities LLC |
3,983 |
4,156 |
+173 |
+4.34% |
| Marietta Wealth Management LLC |
13,079 |
13,606 |
+527 |
+4.03% |
| Bath Savings Trust Co |
1,956 |
2,034 |
+78 |
+3.99% |
| Insight Wealth Strategies LLC |
5,107 |
5,311 |
+204 |
+3.99% |
| Abundance Wealth Counselors |
3,448 |
3,583 |
+135 |
+3.92% |
| Chapin Davis Inc. |
1,779 |
1,839 |
+60 |
+3.37% |
| Pine Haven Investment Counsel Inc |
3,853 |
3,983 |
+130 |
+3.37% |
| Alpha Cubed Investments LLC |
2,324 |
2,400 |
+76 |
+3.27% |
| River Street Advisors LLC |
1,931 |
1,990 |
+59 |
+3.06% |
| Anderson Hoagland & Co. |
11,877 |
12,237 |
+360 |
+3.03% |
| Byrne Asset Management LLC |
2,701 |
2,782 |
+81 |
+3.00% |
| Mainsail Financial Group LLC |
2,801 |
2,881 |
+80 |
+2.86% |
| Aspiriant LLC |
1,414 |
1,452 |
+38 |
+2.69% |
| Venturi Wealth Management LLC |
571 |
586 |
+15 |
+2.63% |
| Tompkins Financial Corp |
956 |
981 |
+25 |
+2.62% |
| Eudaimonia Partners LLC |
694 |
711 |
+17 |
+2.45% |
| Cooper Financial Group |
1,119 |
1,146 |
+27 |
+2.41% |
| Stonegate Investment Group LLC |
101,636 |
104,066 |
+2,430 |
+2.39% |
| E&G Advisors LP |
2,340 |
2,393 |
+53 |
+2.26% |
| Aspire Private Capital LLC |
45 |
46 |
+1 |
+2.22% |
| BKM Wealth Management LLC |
450 |
460 |
+10 |
+2.22% |
| Rosenberg Matthew Hamilton |
317 |
324 |
+7 |
+2.21% |
| Armor Investment Advisors LLC |
5,331 |
5,448 |
+117 |
+2.19% |
| Riverview Trust Co |
2,310 |
2,360 |
+50 |
+2.16% |
| Accel Wealth Management |
6,919 |
7,067 |
+148 |
+2.14% |
| Absher Wealth Management LLC |
71,391 |
72,914 |
+1,523 |
+2.13% |
| Hennion & Walsh Asset Management Inc. |
7,470 |
7,617 |
+147 |
+1.97% |
| MEMBERS Trust Co |
524 |
534 |
+10 |
+1.91% |
| NorthCrest Asset Manangement LLC |
47,620 |
48,487 |
+867 |
+1.82% |
| Family Legacy Inc. |
7,783 |
7,922 |
+139 |
+1.79% |
| Atwood & Palmer Inc. |
1,738 |
1,768 |
+30 |
+1.73% |
| Fragasso Group Inc. |
834 |
848 |
+14 |
+1.68% |
| Sweet Financial Partners LLC |
3,065 |
3,114 |
+49 |
+1.60% |
| Campbell Newman Asset Management Inc. |
33,789 |
34,323 |
+534 |
+1.58% |
| Shulman DeMeo Asset Management LLC |
1,224 |
1,243 |
+19 |
+1.55% |
| Patrick M Sweeney & Associates Inc. |
1,884 |
1,913 |
+29 |
+1.54% |
| Jacobs & Co. CA |
29,875 |
30,313 |
+438 |
+1.47% |
| Avitas Wealth Management LLC |
6,864 |
6,965 |
+101 |
+1.47% |
| Cornerstone Wealth Management LLC |
2,832 |
2,873 |
+41 |
+1.45% |
| Affinity Capital Advisors LLC |
2,145 |
2,176 |
+31 |
+1.45% |
| Marion Wealth Management |
3,249 |
3,295 |
+46 |
+1.42% |
| Harbour Trust & Investment Management Co |
26,816 |
27,195 |
+379 |
+1.41% |
| Checchi Capital Advisers LLC |
3,033 |
3,072 |
+39 |
+1.29% |
| Raymond James & Associates |
567,023 |
574,240 |
+7,217 |
+1.27% |
| West Financial Advisors LLC |
160 |
162 |
+2 |
+1.25% |
| Atticus Wealth Management LLC |
85 |
86 |
+1 |
+1.18% |
| Massmutual Trust Co. FSB ADV |
9,361 |
9,466 |
+105 |
+1.12% |
| ERn Financial LLC |
3,684 |
3,725 |
+41 |
+1.11% |
| Webster Bank N. A. |
3,366 |
3,401 |
+35 |
+1.04% |
| Selway Asset Management |
9,800 |
9,900 |
+100 |
+1.02% |
| Triangle Securities Wealth Management |
1,482 |
1,497 |
+15 |
+1.01% |
| Steel Peak Wealth Management LLC |
4,985 |
5,035 |
+50 |
+1.00% |
| Legacy Financial Strategies LLC |
515 |
520 |
+5 |
+0.97% |
| Legacy Wealth Asset Management LLC |
1,312 |
1,324 |
+12 |
+0.91% |
| Tritonpoint Wealth LLC |
686 |
692 |
+6 |
+0.87% |
| Cullen Investment Group LTD. |
28,067 |
28,303 |
+236 |
+0.84% |
| Trust Point Inc. |
3,616 |
3,643 |
+27 |
+0.75% |
| Community Bank & Trust Waco Texas |
5,356 |
5,396 |
+40 |
+0.75% |
| First National Bank |
538 |
542 |
+4 |
+0.74% |
| Covenant Asset Management LLC |
12,444 |
12,531 |
+87 |
+0.70% |
| Global Retirement Partners LLC |
3,742 |
3,768 |
+26 |
+0.69% |
| Brown Advisory Inc. |
48,898 |
49,220 |
+322 |
+0.66% |
| BCM Advisors LLC |
5,493 |
5,529 |
+36 |
+0.66% |
| Coastal Investment Advisors Inc. |
553 |
556 |
+3 |
+0.54% |
| Newton One Investments LLC |
631 |
634 |
+3 |
+0.48% |
| Strong Tower Advisory Services |
9,919 |
9,965 |
+46 |
+0.46% |
| Advance Capital Management Inc. |
675 |
678 |
+3 |
+0.44% |
| Gulf International Bank UK Ltd |
22,885 |
22,978 |
+93 |
+0.41% |
| First Dallas Securities Inc. |
503 |
505 |
+2 |
+0.40% |
| Independence Bank of Kentucky |
2,370 |
2,379 |
+9 |
+0.38% |
| Pflug Koory LLC |
1,069 |
1,073 |
+4 |
+0.37% |
| Galvin Gaustad & Stein LLC |
812 |
815 |
+3 |
+0.37% |
| Clifford Swan Investment Counsel LLC |
5,881 |
5,901 |
+20 |
+0.34% |
| Bogart Wealth LLC |
892 |
895 |
+3 |
+0.34% |
| GHP Investment Advisors Inc. |
607 |
609 |
+2 |
+0.33% |
| Drive Wealth Management LLC |
1,804 |
1,810 |
+6 |
+0.33% |
| Burkett Financial Services LLC |
329 |
330 |
+1 |
+0.30% |
| Northwest Quadrant Wealth Management LLC |
2,644 |
2,651 |
+7 |
+0.26% |
| Legacy Bridge LLC |
4,078 |
4,088 |
+10 |
+0.25% |
| Carmichael Hill & Associates Inc. |
494 |
495 |
+1 |
+0.20% |
| Allred Capital Management LLC |
591 |
592 |
+1 |
+0.17% |
| Oldfather Financial Services LLC |
1,173 |
1,175 |
+2 |
+0.17% |
| Financial Security Advisor Inc. |
1,924 |
1,927 |
+3 |
+0.16% |
| Alta Capital Management LLC |
650 |
651 |
+1 |
+0.15% |
| Bouchey Financial Group Ltd |
699 |
700 |
+1 |
+0.14% |
| Cadent Capital Advisors LLC |
719 |
720 |
+1 |
+0.14% |
| MCF Advisors LLC |
785 |
786 |
+1 |
+0.13% |
| Weitzel Financial Services Inc. |
9,241 |
9,253 |
+12 |
+0.13% |
| Essex Financial Services Inc. |
5,392 |
5,398 |
+6 |
+0.11% |
| MTM Investment Management LLC |
922 |
923 |
+1 |
+0.11% |
| Defined Wealth Management LLC |
1,999 |
2,001 |
+2 |
+0.10% |
| Cornell Pochily Investment Advisors Inc. |
3,466 |
3,468 |
+2 |
+0.06% |
| Steigerwald Gordon & Koch Inc. |
56,395 |
56,405 |
+10 |
+0.02% |
| 13F Filers Reporting New Positions In DE |
|---|
| Monarch Capital Management Inc. |
0 |
532 |
+532 |
+100% |
| Wedge Capital Management L L P NC |
0 |
550 |
+550 |
+100% |
| Birinyi Associates Inc. |
0 |
1,550 |
+1,550 |
+100% |
| Adell Harriman & Carpenter Inc. |
0 |
491 |
+491 |
+100% |
| Westend Capital Management LLC |
0 |
26 |
+26 |
+100% |
| Bank of Stockton |
0 |
510 |
+510 |
+100% |
| Northwest Investment Counselors LLC |
0 |
449 |
+449 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
4,849 |
+4,849 |
+100% |
| Simplex Trading LLC |
0 |
11,994 |
+11,994 |
+100% |
| New England Professional Planning Group Inc. |
0 |
593 |
+593 |
+100% |
| Aviance Capital Partners LLC |
0 |
6,775 |
+6,775 |
+100% |
| BTC Capital Management Inc. |
0 |
23,236 |
+23,236 |
+100% |
| Donald L. Hagan LLC |
0 |
2,717 |
+2,717 |
+100% |
| Sendero Wealth Management LLC |
0 |
499 |
+499 |
+100% |
| Wela Strategies Inc. |
0 |
974 |
+974 |
+100% |
| Ibex Wealth Advisors |
0 |
651 |
+651 |
+100% |
| Selective Wealth Management Inc. |
0 |
501 |
+501 |
+100% |
| Costello Asset Management INC |
0 |
3,876 |
+3,876 |
+100% |
| Strategic Blueprint LLC |
0 |
493 |
+493 |
+100% |
| Bay Rivers Group |
0 |
2,088 |
+2,088 |
+100% |
| Optas LLC |
0 |
490 |
+490 |
+100% |
| Asio Capital LLC |
0 |
492 |
+492 |
+100% |
| Firethorn Wealth Partners LLC |
0 |
487 |
+487 |
+100% |
| Thrive Wealth Management LLC |
0 |
530 |
+530 |
+100% |
| Strategic Financial Concepts LLC |
0 |
880 |
+880 |
+100% |
| Chemistry Wealth Management LLC |
0 |
562 |
+562 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
14 |
+14 |
+100% |
| Key Client Fiduciary Advisors LLC |
0 |
587 |
+587 |
+100% |
| Simplicity Wealth LLC |
0 |
4,792 |
+4,792 |
+100% |
| Global Assets Advisory LLC |
0 |
15,482 |
+15,482 |
+100% |
| Fortune Financial Advisors LLC |
0 |
1,072 |
+1,072 |
+100% |
| Register Financial Advisors LLC |
0 |
19 |
+19 |
+100% |
| Norden Group LLC |
0 |
2,604 |
+2,604 |
+100% |
| Silvia Mccoll Wealth Management LLC |
0 |
577 |
+577 |
+100% |
| Tyche Wealth Partners LLC |
0 |
584 |
+584 |
+100% |
| Focus Financial Network Inc. |
0 |
3,356 |
+3,356 |
+100% |
| Edge Financial Advisors LLC |
0 |
905 |
+905 |
+100% |
| Accordant Advisory Group Inc |
0 |
381 |
+381 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| First National Corp MA ADV |
1,257 |
1,257 |
UNCH |
0.00% |
| Country Club Bank GFN |
1,850 |
1,850 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
1,344 |
1,344 |
UNCH |
0.00% |
| Barrett & Company Inc. |
75 |
75 |
UNCH |
0.00% |
| Beese Fulmer Investment Management Inc. |
9,354 |
9,354 |
UNCH |
0.00% |
| Gillespie Robinson & Grimm Inc. |
626 |
626 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
2,416 |
2,416 |
UNCH |
0.00% |
| Moody Lynn & Lieberson LLC |
594 |
594 |
UNCH |
0.00% |
| Fishman Jay A Ltd. MI |
3,265 |
3,265 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
8,843 |
8,843 |
UNCH |
0.00% |
| Everett Harris & Co. CA |
2,800 |
2,800 |
UNCH |
0.00% |
| Norwood Financial Corp |
1,465 |
1,465 |
UNCH |
0.00% |
| Optimum Investment Advisors |
2,707 |
2,707 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
6,410 |
6,410 |
UNCH |
0.00% |
| Adirondack Trust Co. |
1,465 |
1,465 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
15 |
15 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
2,041 |
2,041 |
UNCH |
0.00% |
| Baker Boyer National Bank |
4,010 |
4,010 |
UNCH |
0.00% |
| Smith Chas P & Associates PA Cpas |
1,050 |
1,050 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
598 |
598 |
UNCH |
0.00% |
| Sigma Investment Counselors Inc. |
678 |
678 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
2,439 |
2,439 |
UNCH |
0.00% |
| Harvey Investment Co. LLC |
1,363 |
1,363 |
UNCH |
0.00% |
| Country Trust Bank |
260 |
260 |
UNCH |
0.00% |
| American National Bank |
569 |
569 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
100 |
100 |
UNCH |
0.00% |
| Willis Investment Counsel |
30,117 |
30,117 |
UNCH |
0.00% |
| Mcdonald Partners LLC |
713 |
713 |
UNCH |
0.00% |
| Norman Fields Gottscho Capital Management LLC |
2,350 |
2,350 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
11,952 |
11,952 |
UNCH |
0.00% |
| Bangor Savings Bank |
2,063 |
2,063 |
UNCH |
0.00% |
| Progressive Investment Management Corp |
1,545 |
1,545 |
UNCH |
0.00% |
| Baker Ellis Asset Management LLC |
2,280 |
2,280 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
100 |
100 |
UNCH |
0.00% |
| Fruth Investment Management |
13,000 |
13,000 |
UNCH |
0.00% |
| Legato Capital Management LLC |
7,112 |
7,112 |
UNCH |
0.00% |
| Eagle Ridge Investment Management |
2,300 |
2,300 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
6,000 |
6,000 |
UNCH |
0.00% |
| Kessler Investment Group LLC |
15 |
15 |
UNCH |
0.00% |
| Alta Advisers Ltd |
700 |
700 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
495 |
495 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
586 |
586 |
UNCH |
0.00% |
| AMF Pensionsforsakring AB |
49,188 |
49,188 |
UNCH |
0.00% |
| M. Kraus & Co |
680 |
680 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
20 |
20 |
UNCH |
0.00% |
| Tarbox Family Office Inc. |
6,599 |
6,599 |
UNCH |
0.00% |
| Hamel Associates Inc. |
1,810 |
1,810 |
UNCH |
0.00% |
| Abacus Planning Group Inc. |
2,842 |
2,842 |
UNCH |
0.00% |
| Curbstone Financial Management Corp |
1,378 |
1,378 |
UNCH |
0.00% |
| Grassi Investment Management |
525 |
525 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
208 |
208 |
UNCH |
0.00% |
| Trust Co |
240 |
240 |
UNCH |
0.00% |
| Inspirion Wealth Advisors LLC |
2,022 |
2,022 |
UNCH |
0.00% |
| Hedeker Wealth LLC |
3,654 |
3,654 |
UNCH |
0.00% |
| Westhampton Capital LLC |
5,735 |
5,735 |
UNCH |
0.00% |
| Perpetual Ltd |
700 |
700 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
1,988 |
1,988 |
UNCH |
0.00% |
| Genesee Capital Advisors LLC |
666 |
666 |
UNCH |
0.00% |
| Trinity Legacy Partners LLC |
650 |
650 |
UNCH |
0.00% |
| First PREMIER Bank |
100 |
100 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
121 |
121 |
UNCH |
0.00% |
| Pettinga Financial Advisors LLC |
1,339 |
1,339 |
UNCH |
0.00% |
| Courant Investment Management LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
800 |
800 |
UNCH |
0.00% |
| Pinnacle Bank |
757 |
757 |
UNCH |
0.00% |
| Bfsg LLC |
74 |
74 |
UNCH |
0.00% |
| Cahaba Wealth Management Inc. |
912 |
912 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
518 |
518 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
24 |
24 |
UNCH |
0.00% |
| Luken Investment Analytics LLC |
800 |
800 |
UNCH |
0.00% |
| Solstein Capital LLC |
48 |
48 |
UNCH |
0.00% |
| Diamant Asset Management Inc. |
1,595 |
1,595 |
UNCH |
0.00% |
| Wells Trecaso Financial Group LLC |
533 |
533 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
1,884 |
1,884 |
UNCH |
0.00% |
| Essex Savings Bank |
5,367 |
5,367 |
UNCH |
0.00% |
| CRA Financial Services LLC |
1,199 |
1,199 |
UNCH |
0.00% |
| Insight Financial Services |
106 |
106 |
UNCH |
0.00% |
| MBE Wealth Management LLC |
524 |
524 |
UNCH |
0.00% |
| Benchmark Wealth Management LLC |
3,100 |
3,100 |
UNCH |
0.00% |
| Xcel Wealth Management LLC |
1,525 |
1,525 |
UNCH |
0.00% |
| BCS Wealth Management |
1,077 |
1,077 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
63 |
63 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
975 |
975 |
UNCH |
0.00% |
| Future Financial Wealth Managment LLC |
1,304 |
1,304 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
670 |
670 |
UNCH |
0.00% |
| Marotta Asset Management |
830 |
830 |
UNCH |
0.00% |
| TI Trust Inc. |
2,600 |
2,600 |
UNCH |
0.00% |
| Alhambra Investment Partners LLC |
742 |
742 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
15 |
15 |
UNCH |
0.00% |
| Mosaic Advisors LLC |
1,029 |
1,029 |
UNCH |
0.00% |
| Davis Capital Management |
51 |
51 |
UNCH |
0.00% |
| BNC Wealth Management LLC |
674 |
674 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
6 |
6 |
UNCH |
0.00% |
| F M Investments LLC |
600 |
600 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
3 |
3 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
1,413 |
1,413 |
UNCH |
0.00% |
| Kesler Norman & Wride LLC |
699 |
699 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
136 |
136 |
UNCH |
0.00% |
| Skyline Advisors Inc. |
4,479 |
4,479 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
245 |
245 |
UNCH |
0.00% |
| Boyd Wealth Management LLC |
1,417 |
1,417 |
UNCH |
0.00% |
| Round Rock Advisors LLC |
1,227 |
1,227 |
UNCH |
0.00% |
| Robbins Farley LLC |
40 |
40 |
UNCH |
0.00% |
| Howard Capital Management Group LLC |
865 |
865 |
UNCH |
0.00% |
| Bank of New Hampshire |
3 |
3 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,585 |
1,585 |
UNCH |
0.00% |
| Border to Coast Pensions Partnership Ltd |
87,728 |
87,728 |
UNCH |
0.00% |
| Kercheville Advisors LLC |
2,100 |
2,100 |
UNCH |
0.00% |
| Keb Asset Management LLC |
2,385 |
2,385 |
UNCH |
0.00% |
| Shearwater Capital LLC |
692 |
692 |
UNCH |
0.00% |
| Viewpoint Capital Management LLC |
706 |
706 |
UNCH |
0.00% |
| Bowman & Co S.C. |
671 |
671 |
UNCH |
0.00% |
| Keene & Associates Inc. |
2,448 |
2,448 |
UNCH |
0.00% |
| PayPay Securities Corp |
10 |
10 |
UNCH |
0.00% |
| 626 Financial LLC |
981 |
981 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
5,543 |
5,543 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
8 |
8 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
520 |
520 |
UNCH |
0.00% |
| Carr Financial Group Corp |
601 |
601 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
10,235 |
10,235 |
UNCH |
0.00% |
| Pacific Sage Partners LLC |
4,574 |
4,574 |
UNCH |
0.00% |
| Horizons Wealth Management |
106 |
106 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
289 |
289 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
445 |
445 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
45 |
45 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
12 |
12 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
700 |
700 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
248 |
248 |
UNCH |
0.00% |
| CGC Financial Services LLC |
371 |
371 |
UNCH |
0.00% |
| PFS Partners LLC |
12 |
12 |
UNCH |
0.00% |
| Financial Perspectives Inc |
241 |
241 |
UNCH |
0.00% |
| Sentry LLC |
1,758 |
1,758 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
13 |
13 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
12 |
12 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
566 |
566 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
26 |
26 |
UNCH |
0.00% |
| 13F Filers Decreasing DE Share Count |
|---|
| Barlow Wealth Partners Inc. |
35,977 |
663 |
-35,314 |
-98.16% |
| Los Angeles Capital Management & Equity Research Inc. |
31,465 |
1,386 |
-30,079 |
-95.60% |
| Chicago Capital LLC |
10,313 |
1,990 |
-8,323 |
-80.70% |
| Atlas Capital Advisors LLC |
7,109 |
1,409 |
-5,700 |
-80.18% |
| Blue Bell Private Wealth Management LLC |
53 |
13 |
-40 |
-75.47% |
| ZRC Wealth Management LLC |
75 |
25 |
-50 |
-66.67% |
| Ignite Planners LLC |
1,721 |
583 |
-1,138 |
-66.12% |
| Spectrum Asset Management Inc. NB CA |
3,131 |
1,070 |
-2,061 |
-65.83% |
| MPS Loria Financial Planners LLC |
2,495 |
911 |
-1,584 |
-63.49% |
| Legacy Private Trust Co. |
9,751 |
3,566 |
-6,185 |
-63.43% |
| Outlook Wealth Advisors LLC |
2,469 |
908 |
-1,561 |
-63.22% |
| Duncker Streett & Co. Inc. |
8,307 |
3,279 |
-5,028 |
-60.53% |
| Transform Wealth LLC |
22,952 |
9,092 |
-13,860 |
-60.39% |
| Central Bank & Trust Co. |
17,539 |
7,548 |
-9,991 |
-56.96% |
| Gradient Investments LLC |
372 |
161 |
-211 |
-56.72% |
| First Financialcorp IN |
529 |
240 |
-289 |
-54.63% |
| Verdence Capital Advisors LLC |
2,523 |
1,179 |
-1,344 |
-53.27% |
| Financial Management Professionals Inc. |
95 |
45 |
-50 |
-52.63% |
| Banque Cantonale Vaudoise |
23,326 |
11,257 |
-12,069 |
-51.74% |
| Tsfg LLC |
169 |
86 |
-83 |
-49.11% |
| Newbridge Financial Services Group Inc. |
312 |
162 |
-150 |
-48.08% |
| Eagle Strategies LLC |
1,392 |
745 |
-647 |
-46.48% |
| Versant Capital Management Inc |
71 |
43 |
-28 |
-39.44% |
| Appleton Partners Inc. MA |
1,610 |
1,010 |
-600 |
-37.27% |
| Toth Financial Advisory Corp |
19 |
12 |
-7 |
-36.84% |
| Trifecta Capital Advisors LLC |
48 |
31 |
-17 |
-35.42% |
| Stratos Wealth Advisors LLC |
2,135 |
1,392 |
-743 |
-34.80% |
| Procyon Private Wealth Partners LLC |
9,809 |
6,439 |
-3,370 |
-34.36% |
| DNB Asset Management AS |
146,513 |
98,867 |
-47,646 |
-32.52% |
| AdvisorNet Financial Inc |
1,126 |
760 |
-366 |
-32.50% |
| Ferguson Wellman Capital Management Inc. |
12,242 |
8,266 |
-3,976 |
-32.48% |
| Hodges Capital Management Inc. |
13,006 |
8,909 |
-4,097 |
-31.50% |
| Zurcher Kantonalbank Zurich Cantonalbank |
161,381 |
114,146 |
-47,235 |
-29.27% |
| First Hawaiian Bank |
1,035 |
734 |
-301 |
-29.08% |
| Hexagon Capital Partners LLC |
468 |
340 |
-128 |
-27.35% |
| Mechanics Bank Trust Department |
1,014 |
738 |
-276 |
-27.22% |
| Valeo Financial Advisors LLC |
12,215 |
8,933 |
-3,282 |
-26.87% |
| Congress Wealth Management LLC DE |
5,309 |
3,884 |
-1,425 |
-26.84% |
| Constitution Capital LLC |
2,405 |
1,775 |
-630 |
-26.20% |
| CHICAGO TRUST Co NA |
1,766 |
1,326 |
-440 |
-24.92% |
| Kingswood Wealth Advisors LLC |
2,851 |
2,154 |
-697 |
-24.45% |
| Parsons Capital Management Inc. RI |
9,905 |
7,523 |
-2,382 |
-24.05% |
| Stewart & Patten Co. LLC |
855 |
655 |
-200 |
-23.39% |
| LVW Advisors LLC |
3,874 |
2,969 |
-905 |
-23.36% |
| Raymond James Trust N.A. |
18,536 |
14,210 |
-4,326 |
-23.34% |
| S.A. Mason LLC |
1,032 |
800 |
-232 |
-22.48% |
| Robinson Smith Wealth Advisors LLC |
655 |
508 |
-147 |
-22.44% |
| Norway Savings Bank |
2,561 |
2,036 |
-525 |
-20.50% |
| Financial Enhancement Group LLC |
19,730 |
15,769 |
-3,961 |
-20.08% |
| Stonehearth Capital Management LLC |
730 |
591 |
-139 |
-19.04% |
| Meyer Handelman Co. |
2,525 |
2,075 |
-450 |
-17.82% |
| Amarillo National Bank |
3,124 |
2,574 |
-550 |
-17.61% |
| Founders Financial Securities LLC |
1,266 |
1,048 |
-218 |
-17.22% |
| L.M. Kohn & Company |
3,946 |
3,268 |
-678 |
-17.18% |
| MBL Wealth LLC |
1,621 |
1,345 |
-276 |
-17.03% |
| Wedmont Private Capital |
2,607 |
2,178 |
-429 |
-16.46% |
| Lake Street Financial LLC |
3,411 |
2,854 |
-557 |
-16.33% |
| Peoples Financial Services CORP. |
4,000 |
3,349 |
-651 |
-16.28% |
| International Assets Investment Management LLC |
2,102 |
1,765 |
-337 |
-16.03% |
| Ballentine Partners LLC |
8,389 |
7,068 |
-1,321 |
-15.75% |
| Amalgamated Bank |
66,390 |
55,950 |
-10,440 |
-15.73% |
| Clarus Group Inc. |
834 |
703 |
-131 |
-15.71% |
| TRUE Private Wealth Advisors |
1,313 |
1,110 |
-203 |
-15.46% |
| Spire Wealth Management |
3,709 |
3,149 |
-560 |
-15.10% |
| Clarius Group LLC |
1,965 |
1,681 |
-284 |
-14.45% |
| Arbor Trust Wealth Advisors LLC |
1,444 |
1,239 |
-205 |
-14.20% |
| Fulton Bank N.A. |
4,237 |
3,646 |
-591 |
-13.95% |
| Capital Asset Advisory Services LLC |
2,322 |
2,030 |
-292 |
-12.58% |
| JJJ Advisors Inc. |
144 |
126 |
-18 |
-12.50% |
| Burke & Herbert Bank & Trust Co. |
1,848 |
1,626 |
-222 |
-12.01% |
| Collective Family Office LLC |
1,260 |
1,111 |
-149 |
-11.83% |
| West Branch Capital LLC |
281 |
248 |
-33 |
-11.74% |
| Aurum Wealth Management Group LLC |
1,334 |
1,183 |
-151 |
-11.32% |
| CVA Family Office LLC |
660 |
586 |
-74 |
-11.21% |
| Douglas Lane & Associates LLC |
626 |
556 |
-70 |
-11.18% |
| Radnor Capital Management LLC |
652 |
582 |
-70 |
-10.74% |
| ARK Investment Management LLC |
108,777 |
97,257 |
-11,520 |
-10.59% |
| Allspring Global Investments Holdings LLC |
15,118 |
13,547 |
-1,571 |
-10.39% |
| Montis Financial LLC |
2,926 |
2,626 |
-300 |
-10.25% |
| Patriot Investment Management Inc. |
4,143 |
3,743 |
-400 |
-9.65% |
| Silverlake Wealth Management LLC |
1,273 |
1,151 |
-122 |
-9.58% |
| Ninety One UK Ltd |
85,759 |
77,560 |
-8,199 |
-9.56% |
| Boston Common Asset Management LLC |
24,864 |
22,558 |
-2,306 |
-9.27% |
| Breakwater Capital Group |
2,501 |
2,274 |
-227 |
-9.08% |
| Summit Financial LLC |
3,524 |
3,211 |
-313 |
-8.88% |
| Threadgill Financial LLC |
3,644 |
3,324 |
-320 |
-8.78% |
| Nikulski Financial Inc. |
8,554 |
7,812 |
-742 |
-8.67% |
| Ritholtz Wealth Management |
5,317 |
4,863 |
-454 |
-8.54% |
| Brookstone Capital Management |
5,582 |
5,107 |
-475 |
-8.51% |
| Mather Group LLC. |
2,385 |
2,192 |
-193 |
-8.09% |
| Confluence Wealth Services Inc. |
3,719 |
3,421 |
-298 |
-8.01% |
| Sovereign Financial Group Inc. |
1,273 |
1,173 |
-100 |
-7.86% |
| Leavell Investment Management Inc. |
10,317 |
9,516 |
-801 |
-7.76% |
| New York State Teachers Retirement System |
281,783 |
260,260 |
-21,523 |
-7.64% |
| Wealthfront Advisers LLC |
20,538 |
18,991 |
-1,547 |
-7.53% |
| Sunpointe LLC |
683 |
632 |
-51 |
-7.47% |
| Willis Johnson & Associates Inc. |
531 |
492 |
-39 |
-7.34% |
| Horizon Bancorp Inc. IN |
14 |
13 |
-1 |
-7.14% |
| Equitable Trust Co. |
1,614 |
1,500 |
-114 |
-7.06% |
| Hartford Investment Management Co. |
18,045 |
16,814 |
-1,231 |
-6.82% |
| DekaBank Deutsche Girozentrale |
193,702 |
180,638 |
-13,064 |
-6.74% |
| Wendell David Associates Inc. |
7,869 |
7,346 |
-523 |
-6.65% |
| Strategic Investment Advisors MI |
1,054 |
985 |
-69 |
-6.55% |
| Lodestar Private Asset Management LLC |
1,044 |
977 |
-67 |
-6.42% |
| Symmetry Partners LLC |
3,421 |
3,203 |
-218 |
-6.37% |
| Taylor & Morgan Wealth Management LLC |
1,939 |
1,817 |
-122 |
-6.29% |
| Seed Wealth Management Inc. |
1,611 |
1,511 |
-100 |
-6.21% |
| Bank of New York Mellon Corp |
2,171,723 |
2,037,325 |
-134,398 |
-6.19% |
| Louisiana State Employees Retirement System |
16,200 |
15,200 |
-1,000 |
-6.17% |
| Premier Path Wealth Partners LLC |
2,792 |
2,623 |
-169 |
-6.05% |
| Private Trust Co. NA |
6,085 |
5,723 |
-362 |
-5.95% |
| Donaldson Capital Management LLC |
660 |
623 |
-37 |
-5.61% |
| Sara Bay Financial |
1,576 |
1,492 |
-84 |
-5.33% |
| Monticello Wealth Management LLC |
1,139 |
1,079 |
-60 |
-5.27% |
| Courier Capital LLC |
703 |
666 |
-37 |
-5.26% |
| Daymark Wealth Partners LLC |
4,438 |
4,205 |
-233 |
-5.25% |
| Charter Trust Co. |
1,734 |
1,643 |
-91 |
-5.25% |
| Ipswich Investment Management Co. Inc. |
1,152 |
1,092 |
-60 |
-5.21% |
| First Financial Bank Trust Division |
6,327 |
5,999 |
-328 |
-5.18% |
| Thomasville National Bank |
2,156 |
2,045 |
-111 |
-5.15% |
| Raymond James Financial Services Advisors Inc. |
139,262 |
132,166 |
-7,096 |
-5.10% |
| Trust Co. of Toledo NA OH |
19,834 |
18,831 |
-1,003 |
-5.06% |
| Gilman Hill Asset Management LLC |
2,915 |
2,772 |
-143 |
-4.91% |
| Bender Robert & Associates |
1,330 |
1,265 |
-65 |
-4.89% |
| Lincoln Capital LLC |
5,078 |
4,830 |
-248 |
-4.88% |
| ST Germain D J Co. Inc. |
2,106 |
2,004 |
-102 |
-4.84% |
| Fifth Third Bancorp |
281,795 |
268,351 |
-13,444 |
-4.77% |
| Quad Cities Investment Group LLC |
6,971 |
6,641 |
-330 |
-4.73% |
| Ausdal Financial Partners Inc. |
9,956 |
9,488 |
-468 |
-4.70% |
| Spring Capital Management LLC |
18,902 |
18,018 |
-884 |
-4.68% |
| WD Rutherford LLC |
3,300 |
3,149 |
-151 |
-4.58% |
| Kathmere Capital Management LLC |
597 |
570 |
-27 |
-4.52% |
| Oak Harvest Investment Services |
7,080 |
6,765 |
-315 |
-4.45% |
| Wealth Effects LLC |
800 |
765 |
-35 |
-4.38% |
| Congress Asset Management Co. MA |
31,896 |
30,538 |
-1,358 |
-4.26% |
| Clearview Wealth Advisors LLC |
853 |
817 |
-36 |
-4.22% |
| Valley National Advisers Inc. |
1,879 |
1,800 |
-79 |
-4.20% |
| Acropolis Investment Management LLC |
3,470 |
3,325 |
-145 |
-4.18% |
| Kaydan Wealth Management Inc. |
873 |
837 |
-36 |
-4.12% |
| Indiana Trust & Investment Management CO |
1,845 |
1,769 |
-76 |
-4.12% |
| First National Bank of Mount Dora Trust Investment Services |
20,781 |
19,931 |
-850 |
-4.09% |
| SignalPoint Asset Management LLC |
633 |
608 |
-25 |
-3.95% |
| Burns J W & Co. Inc. NY |
19,730 |
18,951 |
-779 |
-3.95% |
| Arlington Trust Co LLC |
257 |
247 |
-10 |
-3.89% |
| Pallas Capital Advisors LLC |
6,216 |
5,975 |
-241 |
-3.88% |
| Sumitomo Mitsui Trust Holdings Inc. |
777,051 |
747,563 |
-29,488 |
-3.79% |
| Stratos Wealth Partners LTD. |
11,173 |
10,771 |
-402 |
-3.60% |
| Trivant Custom Portfolio Group LLC |
10,323 |
9,953 |
-370 |
-3.58% |
| New Mexico Educational Retirement Board |
14,002 |
13,502 |
-500 |
-3.57% |
| Childress Capital Advisors LLC |
663 |
640 |
-23 |
-3.47% |
| Cigna Investments Inc. New |
2,834 |
2,739 |
-95 |
-3.35% |
| Factory Mutual Insurance Co. |
63,000 |
60,900 |
-2,100 |
-3.33% |
| PSI Advisors LLC |
1,880 |
1,818 |
-62 |
-3.30% |
| Wetzel Investment Advisors Inc. |
225 |
218 |
-7 |
-3.11% |
| Busey Wealth Management |
7,027 |
6,810 |
-217 |
-3.09% |
| Saxon Interests Inc. |
1,333 |
1,292 |
-41 |
-3.08% |
| Foster & Motley Inc. |
3,151 |
3,055 |
-96 |
-3.05% |
| Segment Wealth Management LLC |
605 |
587 |
-18 |
-2.98% |
| Gleason Group Inc. |
3,818 |
3,707 |
-111 |
-2.91% |
| BSW Wealth Partners |
1,339 |
1,300 |
-39 |
-2.91% |
| Nations Financial Group Inc. IA ADV |
10,502 |
10,201 |
-301 |
-2.87% |
| First Citizens Bank & Trust Co. |
2,298 |
2,232 |
-66 |
-2.87% |
| Eads & Heald Wealth Management |
1,783 |
1,733 |
-50 |
-2.80% |
| State of Michigan Retirement System |
73,357 |
71,357 |
-2,000 |
-2.73% |
| Astoria Portfolio Advisors LLC. |
996 |
969 |
-27 |
-2.71% |
| Carret Asset Management LLC |
8,267 |
8,043 |
-224 |
-2.71% |
| Park Place Capital Corp |
742 |
722 |
-20 |
-2.70% |
| Asset Dedication LLC |
2,340 |
2,277 |
-63 |
-2.69% |
| Meridian Wealth Management LLC |
17,302 |
16,845 |
-457 |
-2.64% |
| Monumental Financial Group Inc. |
2,745 |
2,673 |
-72 |
-2.62% |
| Schnieders Capital Management LLC |
7,290 |
7,105 |
-185 |
-2.54% |
| Chesley Taft & Associates LLC |
990 |
965 |
-25 |
-2.53% |
| Parcion Private Wealth LLC |
7,348 |
7,163 |
-185 |
-2.52% |
| Advocate Group LLC |
5,142 |
5,013 |
-129 |
-2.51% |
| West Paces Advisors Inc. |
121 |
118 |
-3 |
-2.48% |
| Foster Group Inc. |
8,164 |
7,963 |
-201 |
-2.46% |
| MONECO Advisors LLC |
945 |
922 |
-23 |
-2.43% |
| Neville Rodie & Shaw Inc. |
14,028 |
13,691 |
-337 |
-2.40% |
| Iron Horse Wealth Management LLC |
633 |
618 |
-15 |
-2.37% |
| Patton Albertson Miller Group LLC |
3,665 |
3,580 |
-85 |
-2.32% |
| Czech National Bank |
46,918 |
45,837 |
-1,081 |
-2.30% |
| State of Alaska Department of Revenue |
28,923 |
28,258 |
-665 |
-2.30% |
| NBT Bank N A NY |
37,740 |
36,888 |
-852 |
-2.26% |
| City Holding Co. |
22,056 |
21,575 |
-481 |
-2.18% |
| IVC Wealth Advisors LLC |
847 |
829 |
-18 |
-2.13% |
| Parkside Advisors LLC |
1,161 |
1,137 |
-24 |
-2.07% |
| Weybosset Research & Management LLC |
51,731 |
50,690 |
-1,041 |
-2.01% |
| Maryland State Retirement & Pension System |
20,635 |
20,232 |
-403 |
-1.95% |
| Doliver Advisors LP |
1,496 |
1,468 |
-28 |
-1.87% |
| WBH Advisory Inc. |
3,119 |
3,061 |
-58 |
-1.86% |
| CENTRAL TRUST Co |
31,566 |
30,982 |
-584 |
-1.85% |
| OneAscent Financial Services LLC |
3,767 |
3,700 |
-67 |
-1.78% |
| Morris Financial Concepts Inc. |
750 |
737 |
-13 |
-1.73% |
| Bridges Investment Management Inc. |
7,802 |
7,667 |
-135 |
-1.73% |
| Blue Chip Partners Inc. |
1,223 |
1,202 |
-21 |
-1.72% |
| IFM Investors Pty Ltd |
54,964 |
54,026 |
-938 |
-1.71% |
| LVZ Advisors Inc. |
764 |
751 |
-13 |
-1.70% |
| First Bank & Trust |
1,973 |
1,940 |
-33 |
-1.67% |
| Assenagon Asset Management S.A. |
8,658 |
8,518 |
-140 |
-1.62% |
| Flagship Harbor Advisors LLC |
1,257 |
1,237 |
-20 |
-1.59% |
| Baldwin Brothers Inc. MA |
1,585 |
1,560 |
-25 |
-1.58% |
| Heritage Wealth Management LLC |
1,886 |
1,857 |
-29 |
-1.54% |
| Regions Financial Corp |
22,165 |
21,824 |
-341 |
-1.54% |
| Powers Advisory Group LLC |
2,289 |
2,255 |
-34 |
-1.49% |
| RDA Financial Network |
2,004 |
1,975 |
-29 |
-1.45% |
| Chicago Partners Investment Group LLC |
1,321 |
1,302 |
-19 |
-1.44% |
| Oakworth Capital Inc. |
1,482 |
1,461 |
-21 |
-1.42% |
| Vivid Wealth Management LLC |
2,628 |
2,591 |
-37 |
-1.41% |
| Tennessee Valley Asset Management Partners |
500 |
493 |
-7 |
-1.40% |
| Hanson & Doremus Investment Management |
2,495 |
2,462 |
-33 |
-1.32% |
| New Hampshire Trust |
3,827 |
3,777 |
-50 |
-1.31% |
| SeaCrest Wealth Management LLC |
5,702 |
5,629 |
-73 |
-1.28% |
| Montecito Bank & Trust |
2,803 |
2,768 |
-35 |
-1.25% |
| Morton Capital Management LLC CA |
565 |
558 |
-7 |
-1.24% |
| Planning Center Inc. |
15,704 |
15,514 |
-190 |
-1.21% |
| Central Valley Advisors LLC |
562 |
556 |
-6 |
-1.07% |
| Osborne Partners Capital Management LLC |
3,080 |
3,050 |
-30 |
-0.97% |
| Security National Bank |
11,312 |
11,209 |
-103 |
-0.91% |
| Cambridge Advisors Inc. |
1,221 |
1,210 |
-11 |
-0.90% |
| NBC Securities Inc. |
16,143 |
15,998 |
-145 |
-0.90% |
| 180 Wealth Advisors LLC |
1,135 |
1,125 |
-10 |
-0.88% |
| Romano Brothers AND Company |
8,968 |
8,895 |
-73 |
-0.81% |
| Eagle Wealth Strategies LLC |
509 |
505 |
-4 |
-0.79% |
| Nilsine Partners LLC |
4,485 |
4,452 |
-33 |
-0.74% |
| Canandaigua National Bank & Trust Co. |
7,854 |
7,799 |
-55 |
-0.70% |
| Fifth Third Wealth Advisors LLC |
3,949 |
3,925 |
-24 |
-0.61% |
| First Community Trust NA |
13,738 |
13,656 |
-82 |
-0.60% |
| McLean Asset Management Corp |
538 |
535 |
-3 |
-0.56% |
| Capasso Planning Partners LLC |
916 |
912 |
-4 |
-0.44% |
| OLD National Bancorp IN |
45,617 |
45,430 |
-187 |
-0.41% |
| Pinnacle West Asset Management Inc. |
3,848 |
3,833 |
-15 |
-0.39% |
| United Asset Strategies Inc. |
507 |
505 |
-2 |
-0.39% |
| Wynn Capital LLC |
1,107 |
1,103 |
-4 |
-0.36% |
| Sapient Capital LLC |
25,238 |
25,149 |
-89 |
-0.35% |
| Traynor Capital Management Inc. |
21,564 |
21,490 |
-74 |
-0.34% |
| Accurate Wealth Management LLC |
1,594 |
1,589 |
-5 |
-0.31% |
| Five Oceans Advisors |
645 |
643 |
-2 |
-0.31% |
| Kinneret Advisory LLC |
6,758 |
6,737 |
-21 |
-0.31% |
| City State Bank |
3,087 |
3,078 |
-9 |
-0.29% |
| Apella Capital LLC |
2,163 |
2,157 |
-6 |
-0.28% |
| Steele Capital Management Inc. |
9,845 |
9,817 |
-28 |
-0.28% |
| WASHINGTON TRUST Co |
8,475 |
8,452 |
-23 |
-0.27% |
| Charles Schwab Trust Co |
7,517 |
7,500 |
-17 |
-0.23% |
| Shepherd Financial Partners LLC |
2,948 |
2,942 |
-6 |
-0.20% |
| Insight Folios Inc |
1,542 |
1,539 |
-3 |
-0.19% |
| MV Capital Management Inc. |
588 |
587 |
-1 |
-0.17% |
| KAMES CAPITAL plc |
48,135 |
48,065 |
-70 |
-0.15% |
| XXEC Inc. |
11,002 |
10,987 |
-15 |
-0.14% |
| Abner Herrman & Brock LLC |
3,485 |
3,480 |
-5 |
-0.14% |
| Farmers & Merchants Investments Inc. |
1,705 |
1,703 |
-2 |
-0.12% |
| Telos Capital Management Inc. |
2,682 |
2,679 |
-3 |
-0.11% |
| RFG Advisory LLC |
3,817 |
3,813 |
-4 |
-0.10% |
| Gateway Investment Advisers LLC |
72,486 |
72,427 |
-59 |
-0.08% |
| Royal Fund Management LLC |
3,344 |
3,342 |
-2 |
-0.06% |
| 13F Filers Exiting DE |
|---|
| Sivia Capital Partners LLC |
534 |
0 |
-534 |
-100.00% |
| Integrity Wealth Solutions LLC |
526 |
0 |
-526 |
-100.00% |
| Lecap Asset Management Ltd. |
6,776 |
0 |
-6,776 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
199 |
0 |
-199 |
-100.00% |
| Western Financial Corp CA |
1,884 |
0 |
-1,884 |
-100.00% |
| Axim Planning & Wealth |
600 |
0 |
-600 |
-100.00% |
| Ameliora Wealth Management Ltd. |
100 |
0 |
-100 |
-100.00% |
| Morton Brown Family Wealth LLC |
37 |
0 |
-37 |
-100.00% |
| Zullo Investment Group Inc. |
543 |
0 |
-543 |
-100.00% |
| Independent Wealth Network Inc. |
808 |
0 |
-808 |
-100.00% |
| Activest Wealth Management |
35 |
0 |
-35 |
-100.00% |
| Cherry Creek Investment Advisors Inc. |
512 |
0 |
-512 |
-100.00% |
| Peak Financial Advisors LLC |
6,331 |
0 |
-6,331 |
-100.00% |
| Hoese & Co LLP |
3,000 |
0 |
-3,000 |
-100.00% |
| Windmill Hill Asset Management Ltd |
564 |
0 |
-564 |
-100.00% |
| Advisor Resource Council |
765 |
0 |
-765 |
-100.00% |
| Austin Private Wealth LLC |
162 |
0 |
-162 |
-100.00% |
| Legacy Trust |
985 |
0 |
-985 |
-100.00% |
| Bay Harbor Wealth Management LLC |
6 |
0 |
-6 |
-100.00% |
| Apexium Financial LP |
538 |
0 |
-538 |
-100.00% |
| Triumph Capital Management |
580 |
0 |
-580 |
-100.00% |
| OmniStar Financial Group Inc. |
2,617 |
0 |
-2,617 |
-100.00% |
| Harfst & Associates Inc. |
1,085 |
0 |
-1,085 |
-100.00% |
| Covea Finance |
80,169 |
0 |
-80,169 |
-100.00% |
| S. R. Schill & Associates |
909 |
0 |
-909 |
-100.00% |
| Archford Capital Strategies LLC |
541 |
0 |
-541 |
-100.00% |
| Carlson Capital Management |
505 |
0 |
-505 |
-100.00% |
| Raub Brock Capital Management LP |
765 |
0 |
-765 |
-100.00% |
| Cutler Group LP |
664 |
0 |
-664 |
-100.00% |
| Arlington Partners LLC |
168 |
0 |
-168 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
23,657 |
0 |
-23,657 |
-100.00% |
| Bourgeon Capital Management LLC |
19 |
0 |
-19 |
-100.00% |
| Moseley Investment Management Inc. |
664 |
0 |
-664 |
-100.00% |
| NatWest Group plc |
12,581 |
0 |
-12,581 |
-100.00% |
HoldingsChannel.com
