| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing GIS Share Count |
|---|
| Perkins Coie Trust Co |
52 |
452 |
+400 |
+769.23% |
| Capital Advisors Ltd. LLC |
82 |
418 |
+336 |
+409.76% |
| Simplicity Wealth LLC |
7,810 |
33,525 |
+25,715 |
+329.26% |
| Venturi Wealth Management LLC |
372 |
1,371 |
+999 |
+268.55% |
| Patten Group Inc. |
4,405 |
13,936 |
+9,531 |
+216.37% |
| Rise Advisors LLC |
137 |
410 |
+273 |
+199.27% |
| Iron Horse Wealth Management LLC |
32 |
87 |
+55 |
+171.88% |
| Burkett Financial Services LLC |
145 |
341 |
+196 |
+135.17% |
| Assenagon Asset Management S.A. |
93,471 |
216,764 |
+123,293 |
+131.91% |
| Bfsg LLC |
250 |
550 |
+300 |
+120.00% |
| PSI Advisors LLC |
1,533 |
3,333 |
+1,800 |
+117.42% |
| MCF Advisors LLC |
8 |
17 |
+9 |
+112.50% |
| Wiley BROS. Aintree Capital LLC |
8,403 |
16,595 |
+8,192 |
+97.49% |
| Echo Wealth Management LLC |
33,388 |
65,645 |
+32,257 |
+96.61% |
| Kathmere Capital Management LLC |
5,758 |
11,125 |
+5,367 |
+93.21% |
| American National Bank |
1,071 |
2,048 |
+977 |
+91.22% |
| PFG Investments LLC |
11,850 |
22,430 |
+10,580 |
+89.28% |
| Edmp Inc. |
3,232 |
6,111 |
+2,879 |
+89.08% |
| AdvisorNet Financial Inc |
4,068 |
7,315 |
+3,247 |
+79.82% |
| Hexagon Capital Partners LLC |
790 |
1,376 |
+586 |
+74.18% |
| AMF Pensionsforsakring AB |
118,110 |
197,887 |
+79,777 |
+67.54% |
| GoalVest Advisory LLC |
275 |
455 |
+180 |
+65.45% |
| Financial Management Professionals Inc. |
87 |
134 |
+47 |
+54.02% |
| Banque Cantonale Vaudoise |
60,604 |
92,100 |
+31,496 |
+51.97% |
| Alaska Permanent Fund Corp |
41,058 |
59,360 |
+18,302 |
+44.58% |
| Retirement Guys Formula LLC |
7,142 |
10,265 |
+3,123 |
+43.73% |
| Park Place Capital Corp |
384 |
540 |
+156 |
+40.62% |
| Griffin Asset Management Inc. |
7,035 |
9,559 |
+2,524 |
+35.88% |
| Access Financial Services Inc. |
17,936 |
24,014 |
+6,078 |
+33.89% |
| Wedge Capital Management L L P NC |
447,045 |
597,064 |
+150,019 |
+33.56% |
| Cedar Mountain Advisors LLC |
204 |
270 |
+66 |
+32.35% |
| Robeco Institutional Asset Management B.V. |
764,622 |
988,814 |
+224,192 |
+29.32% |
| Daymark Wealth Partners LLC |
9,712 |
12,531 |
+2,819 |
+29.03% |
| V Square Quantitative Management LLC |
10,711 |
13,136 |
+2,425 |
+22.64% |
| Tompkins Financial Corp |
3,877 |
4,691 |
+814 |
+21.00% |
| OLD National Bancorp IN |
20,647 |
24,955 |
+4,308 |
+20.87% |
| International Assets Investment Management LLC |
7,862 |
9,452 |
+1,590 |
+20.22% |
| Inscription Capital LLC |
6,966 |
8,363 |
+1,397 |
+20.05% |
| Sound Income Strategies LLC |
3,011 |
3,576 |
+565 |
+18.76% |
| Nations Financial Group Inc. IA ADV |
5,392 |
6,393 |
+1,001 |
+18.56% |
| Dynamic Advisor Solutions LLC |
59,294 |
70,285 |
+10,991 |
+18.54% |
| Dakota Wealth Management |
6,599 |
7,778 |
+1,179 |
+17.87% |
| HF Advisory Group LLC |
6,260 |
7,176 |
+916 |
+14.63% |
| 626 Financial LLC |
12,690 |
13,925 |
+1,235 |
+9.73% |
| Stratos Wealth Partners LTD. |
18,042 |
19,748 |
+1,706 |
+9.46% |
| Cambridge Investment Research Advisors Inc. |
154,248 |
168,587 |
+14,339 |
+9.30% |
| Ritholtz Wealth Management |
10,211 |
11,155 |
+944 |
+9.24% |
| Ausdal Financial Partners Inc. |
11,238 |
12,252 |
+1,014 |
+9.02% |
| Elevated Capital Advisors LLC |
21,948 |
23,746 |
+1,798 |
+8.19% |
| Nicholas Hoffman & Company LLC. |
5,866 |
6,344 |
+478 |
+8.15% |
| Wagner Wealth Management LLC |
5,016 |
5,424 |
+408 |
+8.13% |
| Cardinal Capital Management |
106,178 |
114,767 |
+8,589 |
+8.09% |
| Welch Group LLC |
615,389 |
665,037 |
+49,648 |
+8.07% |
| Wealthfront Advisers LLC |
84,237 |
90,354 |
+6,117 |
+7.26% |
| Range Financial Group LLC |
5,707 |
6,116 |
+409 |
+7.17% |
| Nilsine Partners LLC |
4,651 |
4,946 |
+295 |
+6.34% |
| Norwood Financial Corp |
2,301 |
2,436 |
+135 |
+5.87% |
| Hanson & Doremus Investment Management |
1,832 |
1,937 |
+105 |
+5.73% |
| Drive Wealth Management LLC |
3,926 |
4,149 |
+223 |
+5.68% |
| Claro Advisors LLC |
3,609 |
3,813 |
+204 |
+5.65% |
| Insight Folios Inc |
84,927 |
89,454 |
+4,527 |
+5.33% |
| Douglas Lane & Associates LLC |
9,220 |
9,710 |
+490 |
+5.31% |
| Kovack Advisors Inc. |
16,505 |
17,357 |
+852 |
+5.16% |
| Park Avenue Securities LLC |
34,590 |
36,355 |
+1,765 |
+5.10% |
| Principle Wealth Partners LLC |
43,494 |
45,495 |
+2,001 |
+4.60% |
| McGlone Suttner Wealth Management Inc. |
2,794 |
2,919 |
+125 |
+4.47% |
| Raymond James Financial Services Advisors Inc. |
299,928 |
313,152 |
+13,224 |
+4.41% |
| Berger Financial Group Inc |
6,937 |
7,218 |
+281 |
+4.05% |
| Coston McIsaac & Partners |
66,128 |
68,758 |
+2,630 |
+3.98% |
| Detalus Advisors LLC |
5,042 |
5,242 |
+200 |
+3.97% |
| Global Retirement Partners LLC |
7,514 |
7,811 |
+297 |
+3.95% |
| Kennedy Investment Group |
33,566 |
34,813 |
+1,247 |
+3.72% |
| Caldwell Sutter Capital Inc. |
4,644 |
4,811 |
+167 |
+3.60% |
| Rockland Trust Co. |
155,351 |
160,569 |
+5,218 |
+3.36% |
| Raymond James & Associates |
826,019 |
852,283 |
+26,264 |
+3.18% |
| ST Germain D J Co. Inc. |
255,548 |
263,565 |
+8,017 |
+3.14% |
| Massmutual Trust Co. FSB ADV |
2,171 |
2,234 |
+63 |
+2.90% |
| Wealth Effects LLC |
28,199 |
29,016 |
+817 |
+2.90% |
| Strategic Investment Advisors MI |
13,453 |
13,827 |
+374 |
+2.78% |
| Signature Wealth Management Group |
44,288 |
45,486 |
+1,198 |
+2.71% |
| Adirondack Trust Co. |
2,554 |
2,621 |
+67 |
+2.62% |
| CX Institutional |
2,985 |
3,063 |
+78 |
+2.61% |
| Valeo Financial Advisors LLC |
26,649 |
27,333 |
+684 |
+2.57% |
| Toth Financial Advisory Corp |
65,953 |
67,580 |
+1,627 |
+2.47% |
| Wealth Enhancement Advisory Services LLC |
181,101 |
185,581 |
+4,480 |
+2.47% |
| Trust Co. of Toledo NA OH |
29,362 |
30,032 |
+670 |
+2.28% |
| Paragon Financial Partners Inc. |
4,024 |
4,108 |
+84 |
+2.09% |
| Fragasso Group Inc. |
3,487 |
3,558 |
+71 |
+2.04% |
| Bridge Creek Capital Management LLC |
70,485 |
71,905 |
+1,420 |
+2.01% |
| Krilogy Financial LLC |
10,113 |
10,290 |
+177 |
+1.75% |
| Steigerwald Gordon & Koch Inc. |
188,352 |
191,613 |
+3,261 |
+1.73% |
| Massachusetts Wealth Management |
19,259 |
19,559 |
+300 |
+1.56% |
| Private Trust Co. NA |
10,140 |
10,280 |
+140 |
+1.38% |
| Tempus Wealth Planning LLC |
3,389 |
3,435 |
+46 |
+1.36% |
| Portside Wealth Group LLC |
8,238 |
8,349 |
+111 |
+1.35% |
| City State Bank |
1,977 |
2,003 |
+26 |
+1.32% |
| Busey Wealth Management |
11,151 |
11,284 |
+133 |
+1.19% |
| West Oak Capital LLC |
24,544 |
24,824 |
+280 |
+1.14% |
| Raymond James Trust N.A. |
152,008 |
153,593 |
+1,585 |
+1.04% |
| Shepherd Financial Partners LLC |
17,577 |
17,755 |
+178 |
+1.01% |
| CVA Family Office LLC |
9,199 |
9,292 |
+93 |
+1.01% |
| NorthCrest Asset Manangement LLC |
199,762 |
201,759 |
+1,997 |
+1.00% |
| GAMMA Investing LLC |
8,073 |
8,145 |
+72 |
+0.89% |
| Atticus Wealth Management LLC |
351 |
354 |
+3 |
+0.85% |
| Romano Brothers AND Company |
9,078 |
9,153 |
+75 |
+0.83% |
| Wendell David Associates Inc. |
5,032 |
5,074 |
+42 |
+0.83% |
| Private Ocean LLC |
242 |
244 |
+2 |
+0.83% |
| Zhang Financial LLC |
6,517 |
6,569 |
+52 |
+0.80% |
| Cyndeo Wealth Partners LLC |
4,627 |
4,663 |
+36 |
+0.78% |
| Trust Point Inc. |
4,578 |
4,611 |
+33 |
+0.72% |
| CWM LLC |
259,016 |
260,752 |
+1,736 |
+0.67% |
| Powell Investment Advisors LLC |
11,629 |
11,701 |
+72 |
+0.62% |
| Dumont & Blake Investment Advisors LLC |
18,315 |
18,416 |
+101 |
+0.55% |
| Arkfeld Wealth Strategies L.L.C. |
4,140 |
4,161 |
+21 |
+0.51% |
| Allen Mooney & Barnes Investment Advisors LLC |
4,752 |
4,771 |
+19 |
+0.40% |
| Gulf International Bank UK Ltd |
48,011 |
48,176 |
+165 |
+0.34% |
| Maltin Wealth Management Inc. |
9,922 |
9,956 |
+34 |
+0.34% |
| Symphony Financial Ltd. Co. |
7,340 |
7,364 |
+24 |
+0.33% |
| PFS Partners LLC |
336 |
337 |
+1 |
+0.30% |
| Murphy Pohlad Asset Management LLC |
34,416 |
34,516 |
+100 |
+0.29% |
| Sugarloaf Wealth Management LLC |
2,442 |
2,448 |
+6 |
+0.25% |
| Capital Asset Advisory Services LLC |
8,231 |
8,247 |
+16 |
+0.19% |
| Shulman DeMeo Asset Management LLC |
7,080 |
7,092 |
+12 |
+0.17% |
| CRA Financial Services LLC |
3,121 |
3,125 |
+4 |
+0.13% |
| Barry Investment Advisors LLC |
7,839 |
7,846 |
+7 |
+0.09% |
| Cornell Pochily Investment Advisors Inc. |
15,296 |
15,301 |
+5 |
+0.03% |
| Westhampton Capital LLC |
14,035 |
14,036 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In GIS |
|---|
| ZRC Wealth Management LLC |
0 |
0 |
UNCH |
100% |
| First National Bank |
0 |
3,267 |
+3,267 |
+100% |
| American National Bank & Trust Co. VA |
0 |
13,382 |
+13,382 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
5,447 |
+5,447 |
+100% |
| Greylin Investment Mangement Inc. |
0 |
3,449 |
+3,449 |
+100% |
| Country Trust Bank |
0 |
500 |
+500 |
+100% |
| Essex Financial Services Inc. |
0 |
3,138 |
+3,138 |
+100% |
| Founders Financial Securities LLC |
0 |
5,250 |
+5,250 |
+100% |
| Northwest Investment Counselors LLC |
0 |
690 |
+690 |
+100% |
| Aspiriant LLC |
0 |
3,030 |
+3,030 |
+100% |
| IMC Chicago LLC |
0 |
49,549 |
+49,549 |
+100% |
| Diversified Trust Co |
0 |
19,384 |
+19,384 |
+100% |
| Mather Group LLC. |
0 |
2,169 |
+2,169 |
+100% |
| Lbmc Investment Advisors LLC |
0 |
2,871 |
+2,871 |
+100% |
| Stonehearth Capital Management LLC |
0 |
3,205 |
+3,205 |
+100% |
| SNS Financial Group LLC |
0 |
2,992 |
+2,992 |
+100% |
| SignalPoint Asset Management LLC |
0 |
3,051 |
+3,051 |
+100% |
| Riverview Trust Co |
0 |
504 |
+504 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
5,518 |
+5,518 |
+100% |
| Main Street Financial Solutions LLC |
0 |
4,013 |
+4,013 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
3,682 |
+3,682 |
+100% |
| Meadow Creek Wealth Advisors LLC |
0 |
2,886 |
+2,886 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
200 |
+200 |
+100% |
| First Pacific Financial |
0 |
12 |
+12 |
+100% |
| Sage Mountain Advisors LLC |
0 |
3,254 |
+3,254 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
58 |
+58 |
+100% |
| KFG Wealth Management LLC |
0 |
3,807 |
+3,807 |
+100% |
| Global Assets Advisory LLC |
0 |
20,688 |
+20,688 |
+100% |
| Register Financial Advisors LLC |
0 |
1,382 |
+1,382 |
+100% |
| Norden Group LLC |
0 |
75,157 |
+75,157 |
+100% |
| Premier Path Wealth Partners LLC |
0 |
2,861 |
+2,861 |
+100% |
| Focus Financial Network Inc. |
0 |
34,883 |
+34,883 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Meyer Handelman Co. |
106,680 |
106,680 |
UNCH |
0.00% |
| Neville Rodie & Shaw Inc. |
4,907 |
4,907 |
UNCH |
0.00% |
| Carret Asset Management LLC |
3,275 |
3,275 |
UNCH |
0.00% |
| First National Corp MA ADV |
3,799 |
3,799 |
UNCH |
0.00% |
| Country Club Bank GFN |
4,923 |
4,923 |
UNCH |
0.00% |
| Campbell Capital Management Inc. |
3,537 |
3,537 |
UNCH |
0.00% |
| Stewart & Patten Co. LLC |
4,899 |
4,899 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
645 |
645 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
21,605 |
21,605 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
8,774 |
8,774 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
91,439 |
91,439 |
UNCH |
0.00% |
| Optimum Investment Advisors |
1,168 |
1,168 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
650 |
650 |
UNCH |
0.00% |
| Albion Financial Group UT |
1,076 |
1,076 |
UNCH |
0.00% |
| Mountain Pacific Investment Advisers Inc. ID |
3,317 |
3,317 |
UNCH |
0.00% |
| First Fiduciary Investment Counsel Inc. |
5,722 |
5,722 |
UNCH |
0.00% |
| Moody National Bank Trust Division |
3,539 |
3,539 |
UNCH |
0.00% |
| Webster Bank N. A. |
2,135 |
2,135 |
UNCH |
0.00% |
| First Community Trust NA |
1,374 |
1,374 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
300 |
300 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
1,071 |
1,071 |
UNCH |
0.00% |
| First Financial Bank Trust Division |
3,087 |
3,087 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
100 |
100 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
4,000 |
4,000 |
UNCH |
0.00% |
| Callahan Advisors LLC |
14,815 |
14,815 |
UNCH |
0.00% |
| Boston Common Asset Management LLC |
3,377 |
3,377 |
UNCH |
0.00% |
| Cubic Asset Management LLC |
14,150 |
14,150 |
UNCH |
0.00% |
| Ipswich Investment Management Co. Inc. |
7,016 |
7,016 |
UNCH |
0.00% |
| Asset Dedication LLC |
1,497 |
1,497 |
UNCH |
0.00% |
| Silverleafe Capital Partners LLC |
3,947 |
3,947 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,900 |
1,900 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
15,826 |
15,826 |
UNCH |
0.00% |
| Paragon Capital Management Ltd |
3,430 |
3,430 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
1,117 |
1,117 |
UNCH |
0.00% |
| Founders Capital Management LLC |
7,996 |
7,996 |
UNCH |
0.00% |
| New England Research & Management Inc. |
11,125 |
11,125 |
UNCH |
0.00% |
| R.H. Dinel Investment Counsel Inc. |
1,066 |
1,066 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
163 |
163 |
UNCH |
0.00% |
| Curbstone Financial Management Corp |
8,684 |
8,684 |
UNCH |
0.00% |
| Pensionfund Sabic |
20,000 |
20,000 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
570 |
570 |
UNCH |
0.00% |
| Westbourne Investment Advisors Inc. |
4,000 |
4,000 |
UNCH |
0.00% |
| Arcus Capital Partners LLC |
6,137 |
6,137 |
UNCH |
0.00% |
| Symmetry Partners LLC |
7,489 |
7,489 |
UNCH |
0.00% |
| Pinnacle Bank |
1,895 |
1,895 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
1,191 |
1,191 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
1,838 |
1,838 |
UNCH |
0.00% |
| Congress Park Capital LLC |
6,200 |
6,200 |
UNCH |
0.00% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
4,188 |
4,188 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
3,326 |
3,326 |
UNCH |
0.00% |
| Pflug Koory LLC |
289 |
289 |
UNCH |
0.00% |
| Costello Asset Management INC |
92 |
92 |
UNCH |
0.00% |
| Insight Financial Services |
10 |
10 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
175 |
175 |
UNCH |
0.00% |
| ERTS Wealth Advisors LLC |
3,805 |
3,805 |
UNCH |
0.00% |
| Wolff Financial Management LLC |
5,201 |
5,201 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
126 |
126 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
44,864 |
44,864 |
UNCH |
0.00% |
| Epiq Partners LLC |
3,400 |
3,400 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
71 |
71 |
UNCH |
0.00% |
| WJ Wealth Management LLC |
11,400 |
11,400 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
781,353 |
781,353 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
1,370 |
1,370 |
UNCH |
0.00% |
| Charter Oak Capital Management LLC |
4,607 |
4,607 |
UNCH |
0.00% |
| Davis Capital Management |
555 |
555 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
703 |
703 |
UNCH |
0.00% |
| Blossom Wealth Management |
4,410 |
4,410 |
UNCH |
0.00% |
| Robbins Farley LLC |
5 |
5 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
302 |
302 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
686 |
686 |
UNCH |
0.00% |
| Carl Stuart Investment Advisor Inc. |
3,071 |
3,071 |
UNCH |
0.00% |
| Red Tortoise LLC |
58 |
58 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
1,100 |
1,100 |
UNCH |
0.00% |
| Greenfield Savings Bank |
4,424 |
4,424 |
UNCH |
0.00% |
| Stephens Consulting LLC |
526 |
526 |
UNCH |
0.00% |
| Forza Wealth Management LLC |
9,557 |
9,557 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
110 |
110 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Park Edge Advisors LLC |
3,311 |
3,311 |
UNCH |
0.00% |
| Armstrong Fleming & Moore Inc |
6,816 |
6,816 |
UNCH |
0.00% |
| CGC Financial Services LLC |
757 |
757 |
UNCH |
0.00% |
| Peoples Bank KS |
1,352 |
1,352 |
UNCH |
0.00% |
| Financial Perspectives Inc |
17,743 |
17,743 |
UNCH |
0.00% |
| BKM Wealth Management LLC |
280 |
280 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
1,418 |
1,418 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
6,032 |
6,032 |
UNCH |
0.00% |
| Seamount Financial Group Inc. |
6,345 |
6,345 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
8,102 |
8,102 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
262 |
262 |
UNCH |
0.00% |
| 13F Filers Decreasing GIS Share Count |
|---|
| Exchange Traded Concepts LLC |
8,222 |
234 |
-7,988 |
-97.15% |
| Gradient Investments LLC |
2,238 |
143 |
-2,095 |
-93.61% |
| MV Capital Management Inc. |
24,513 |
2,867 |
-21,646 |
-88.30% |
| West Branch Capital LLC |
254 |
80 |
-174 |
-68.50% |
| Kingswood Wealth Advisors LLC |
13,415 |
5,676 |
-7,739 |
-57.69% |
| Sawyer & Company Inc |
1,410 |
600 |
-810 |
-57.45% |
| Ballentine Partners LLC |
26,696 |
14,225 |
-12,471 |
-46.71% |
| Sunbelt Securities Inc. |
15,758 |
9,292 |
-6,466 |
-41.03% |
| Everett Harris & Co. CA |
7,985 |
4,853 |
-3,132 |
-39.22% |
| Chesley Taft & Associates LLC |
38,624 |
23,549 |
-15,075 |
-39.03% |
| Keystone Wealth Services LLC |
6,457 |
4,126 |
-2,331 |
-36.10% |
| Woodmont Investment Counsel LLC |
69,445 |
44,643 |
-24,802 |
-35.71% |
| Newbridge Financial Services Group Inc. |
120 |
82 |
-38 |
-31.67% |
| Leavell Investment Management Inc. |
32,674 |
22,410 |
-10,264 |
-31.41% |
| Indiana Trust & Investment Management CO |
2,602 |
1,797 |
-805 |
-30.94% |
| Fortitude Family Office LLC |
619 |
436 |
-183 |
-29.56% |
| First Financialcorp IN |
3,733 |
2,689 |
-1,044 |
-27.97% |
| Amarillo National Bank |
5,480 |
4,000 |
-1,480 |
-27.01% |
| DNB Asset Management AS |
146,489 |
107,772 |
-38,717 |
-26.43% |
| Clarius Group LLC |
7,690 |
5,726 |
-1,964 |
-25.54% |
| Capital Investment Advisors LLC |
26,671 |
21,036 |
-5,635 |
-21.13% |
| Silverlake Wealth Management LLC |
6,356 |
5,038 |
-1,318 |
-20.74% |
| Thomasville National Bank |
3,578 |
2,876 |
-702 |
-19.62% |
| Cedrus LLC |
3,794 |
3,052 |
-742 |
-19.56% |
| West Coast Financial LLC |
4,502 |
3,630 |
-872 |
-19.37% |
| Farmers Trust Co. |
77,848 |
63,255 |
-14,593 |
-18.75% |
| Means Investment CO. Inc. |
3,518 |
2,876 |
-642 |
-18.25% |
| West Paces Advisors Inc. |
221 |
183 |
-38 |
-17.19% |
| Amalgamated Bank |
142,283 |
119,500 |
-22,783 |
-16.01% |
| Financial Sense Advisors Inc. |
118,676 |
100,096 |
-18,580 |
-15.66% |
| Westside Investment Management Inc. |
320 |
270 |
-50 |
-15.62% |
| Baldwin Brothers Inc. MA |
1,510 |
1,275 |
-235 |
-15.56% |
| Summit Trail Advisors LLC |
5,794 |
4,902 |
-892 |
-15.40% |
| Maryland Capital Advisors Inc. |
1,300 |
1,100 |
-200 |
-15.38% |
| Oakworth Capital Inc. |
6,917 |
5,864 |
-1,053 |
-15.22% |
| Ashton Thomas Private Wealth LLC |
10,318 |
8,783 |
-1,535 |
-14.88% |
| Northstar Group Inc. |
3,842 |
3,299 |
-543 |
-14.13% |
| Salem Investment Counselors Inc. |
2,649 |
2,299 |
-350 |
-13.21% |
| Tsfg LLC |
1,746 |
1,520 |
-226 |
-12.94% |
| Harbour Trust & Investment Management Co |
26,892 |
23,663 |
-3,229 |
-12.01% |
| Allspring Global Investments Holdings LLC |
410,787 |
362,701 |
-48,086 |
-11.71% |
| Versant Capital Management Inc |
241 |
213 |
-28 |
-11.62% |
| Appleton Partners Inc. MA |
12,238 |
10,881 |
-1,357 |
-11.09% |
| Peoples Financial Services CORP. |
15,181 |
13,511 |
-1,670 |
-11.00% |
| Brookstone Capital Management |
14,458 |
12,902 |
-1,556 |
-10.76% |
| Valley National Advisers Inc. |
1,691 |
1,511 |
-180 |
-10.64% |
| Stratos Wealth Advisors LLC |
10,619 |
9,493 |
-1,126 |
-10.60% |
| Eads & Heald Wealth Management |
15,672 |
14,077 |
-1,595 |
-10.18% |
| Alpha Cubed Investments LLC |
5,583 |
5,017 |
-566 |
-10.14% |
| Duncker Streett & Co. Inc. |
4,492 |
4,046 |
-446 |
-9.93% |
| Global Trust Asset Management LLC |
2,816 |
2,537 |
-279 |
-9.91% |
| First Bank & Trust |
5,517 |
4,979 |
-538 |
-9.75% |
| Trust Co of the South |
4,636 |
4,196 |
-440 |
-9.49% |
| DekaBank Deutsche Girozentrale |
1,068,858 |
967,634 |
-101,224 |
-9.47% |
| Radnor Capital Management LLC |
4,827 |
4,377 |
-450 |
-9.32% |
| M&R Capital Management Inc. |
9,306 |
8,470 |
-836 |
-8.98% |
| BSW Wealth Partners |
4,972 |
4,529 |
-443 |
-8.91% |
| Exeter Financial LLC |
33,263 |
30,324 |
-2,939 |
-8.84% |
| Wealth Alliance Advisory Group LLC |
4,210 |
3,838 |
-372 |
-8.84% |
| Manning & Napier Group LLC |
201,000 |
183,252 |
-17,748 |
-8.83% |
| CENTRAL TRUST Co |
77,410 |
71,045 |
-6,365 |
-8.22% |
| Great Waters Wealth Management |
12,221 |
11,220 |
-1,001 |
-8.19% |
| DeDora Capital Inc. |
7,486 |
6,873 |
-613 |
-8.19% |
| Wynn Capital LLC |
5,230 |
4,805 |
-425 |
-8.13% |
| Bill Few Associates Inc. |
4,548 |
4,181 |
-367 |
-8.07% |
| Lynch & Associates IN |
36,996 |
34,139 |
-2,857 |
-7.72% |
| Viewpoint Capital Management LLC |
8,964 |
8,314 |
-650 |
-7.25% |
| SeaCrest Wealth Management LLC |
5,479 |
5,083 |
-396 |
-7.23% |
| Los Angeles Capital Management & Equity Research Inc. |
168,417 |
156,365 |
-12,052 |
-7.16% |
| City Holding Co. |
13,063 |
12,138 |
-925 |
-7.08% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
14,534 |
13,539 |
-995 |
-6.85% |
| Beese Fulmer Investment Management Inc. |
21,330 |
19,880 |
-1,450 |
-6.80% |
| WBH Advisory Inc. |
3,580 |
3,337 |
-243 |
-6.79% |
| Cutler Group LP |
29,470 |
27,490 |
-1,980 |
-6.72% |
| Hartford Investment Management Co. |
39,174 |
36,708 |
-2,466 |
-6.29% |
| Stonebridge Capital Management Inc. |
3,250 |
3,050 |
-200 |
-6.15% |
| NBT Bank N A NY |
14,899 |
14,000 |
-899 |
-6.03% |
| Hurlow Wealth Management Group Inc. |
3,489 |
3,285 |
-204 |
-5.85% |
| Louisiana State Employees Retirement System |
35,100 |
33,100 |
-2,000 |
-5.70% |
| Wedmont Private Capital |
12,954 |
12,230 |
-724 |
-5.59% |
| Summit Financial Group Inc. |
8,648 |
8,208 |
-440 |
-5.09% |
| Ferguson Wellman Capital Management Inc. |
29,312 |
27,832 |
-1,480 |
-5.05% |
| Fifth Third Bancorp |
60,059 |
57,037 |
-3,022 |
-5.03% |
| Powers Advisory Group LLC |
13,062 |
12,413 |
-649 |
-4.97% |
| Security National Bank |
2,204 |
2,102 |
-102 |
-4.63% |
| Flagship Harbor Advisors LLC |
4,111 |
3,925 |
-186 |
-4.52% |
| Bruce G. Allen Investments LLC |
426 |
407 |
-19 |
-4.46% |
| Successful Portfolios LLC |
3,133 |
3,004 |
-129 |
-4.12% |
| Foster Group Inc. |
7,268 |
6,976 |
-292 |
-4.02% |
| Cigna Investments Inc. New |
6,225 |
5,978 |
-247 |
-3.97% |
| Disciplined Investments LLC |
6,691 |
6,427 |
-264 |
-3.95% |
| New Mexico Educational Retirement Board |
30,512 |
29,312 |
-1,200 |
-3.93% |
| Confluence Wealth Services Inc. |
9,205 |
8,847 |
-358 |
-3.89% |
| Foster & Motley Inc. |
29,317 |
28,269 |
-1,048 |
-3.57% |
| Outlook Wealth Advisors LLC |
7,446 |
7,185 |
-261 |
-3.51% |
| WASHINGTON TRUST Co |
6,467 |
6,242 |
-225 |
-3.48% |
| Veriti Management LLC |
24,655 |
23,805 |
-850 |
-3.45% |
| 180 Wealth Advisors LLC |
9,361 |
9,038 |
-323 |
-3.45% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,791,325 |
1,730,497 |
-60,828 |
-3.40% |
| IFM Investors Pty Ltd |
116,938 |
113,016 |
-3,922 |
-3.35% |
| Stockman Wealth Management Inc. |
3,415 |
3,312 |
-103 |
-3.02% |
| JJJ Advisors Inc. |
3,891 |
3,774 |
-117 |
-3.01% |
| Bank of Stockton |
3,366 |
3,266 |
-100 |
-2.97% |
| Columbus Macro LLC |
18,013 |
17,482 |
-531 |
-2.95% |
| Bremer Bank National Association |
5,746 |
5,577 |
-169 |
-2.94% |
| Affiance Financial LLC |
14,737 |
14,315 |
-422 |
-2.86% |
| Parsons Capital Management Inc. RI |
48,726 |
47,399 |
-1,327 |
-2.72% |
| Barrett & Company Inc. |
1,700 |
1,655 |
-45 |
-2.65% |
| Bay Harbor Wealth Management LLC |
38 |
37 |
-1 |
-2.63% |
| Canandaigua National Bank & Trust Co. |
15,378 |
14,979 |
-399 |
-2.59% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
16,599 |
16,196 |
-403 |
-2.43% |
| Sovereign Financial Group Inc. |
22,595 |
22,055 |
-540 |
-2.39% |
| State of Michigan Retirement System |
159,102 |
155,602 |
-3,500 |
-2.20% |
| Harbor Investment Advisory LLC |
4,072 |
3,983 |
-89 |
-2.19% |
| Brown Advisory Inc. |
23,449 |
22,941 |
-508 |
-2.17% |
| Coastal Investment Advisors Inc. |
8,597 |
8,412 |
-185 |
-2.15% |
| Bangor Savings Bank |
2,105 |
2,060 |
-45 |
-2.14% |
| LVM Capital Management Ltd. MI |
8,131 |
7,957 |
-174 |
-2.14% |
| Investors Asset Management of Georgia Inc. GA ADV |
9,335 |
9,135 |
-200 |
-2.14% |
| Thrive Wealth Management LLC |
6,447 |
6,313 |
-134 |
-2.08% |
| Rosenberg Matthew Hamilton |
4,108 |
4,023 |
-85 |
-2.07% |
| State of Alaska Department of Revenue |
62,769 |
61,604 |
-1,165 |
-1.86% |
| Czech National Bank |
101,808 |
99,921 |
-1,887 |
-1.85% |
| Cornerstone Wealth Management LLC |
19,995 |
19,632 |
-363 |
-1.82% |
| Nepsis Inc. |
62,980 |
61,853 |
-1,127 |
-1.79% |
| Spire Wealth Management |
111,209 |
109,323 |
-1,886 |
-1.70% |
| Atlas Capital Advisors LLC |
5,838 |
5,739 |
-99 |
-1.70% |
| Sky Investment Group LLC |
63,763 |
62,713 |
-1,050 |
-1.65% |
| Courier Capital LLC |
26,032 |
25,607 |
-425 |
-1.63% |
| Chicago Capital LLC |
9,252 |
9,112 |
-140 |
-1.51% |
| Charter Trust Co. |
17,940 |
17,669 |
-271 |
-1.51% |
| Farmers & Merchants Investments Inc. |
79,240 |
78,147 |
-1,093 |
-1.38% |
| Regions Financial Corp |
77,313 |
76,302 |
-1,011 |
-1.31% |
| Clearview Wealth Advisors LLC |
4,282 |
4,228 |
-54 |
-1.26% |
| Signet Financial Management LLC |
10,355 |
10,227 |
-128 |
-1.24% |
| Montecito Bank & Trust |
7,771 |
7,682 |
-89 |
-1.15% |
| Strategic Blueprint LLC |
5,534 |
5,475 |
-59 |
-1.07% |
| Northside Capital Management LLC |
12,134 |
12,017 |
-117 |
-0.96% |
| TrueWealth Advisors LLC |
4,054 |
4,025 |
-29 |
-0.72% |
| Tyche Wealth Partners LLC |
5,961 |
5,922 |
-39 |
-0.65% |
| RFG Advisory LLC |
5,706 |
5,672 |
-34 |
-0.60% |
| Pinnacle West Asset Management Inc. |
4,445 |
4,420 |
-25 |
-0.56% |
| Jeppson Wealth Management LLC |
18,186 |
18,086 |
-100 |
-0.55% |
| BKD Wealth Advisors LLC |
8,574 |
8,529 |
-45 |
-0.52% |
| Wesbanco Bank Inc. |
79,049 |
78,660 |
-389 |
-0.49% |
| Hennion & Walsh Asset Management Inc. |
38,573 |
38,389 |
-184 |
-0.48% |
| Investment Partners LTD. |
4,774 |
4,752 |
-22 |
-0.46% |
| Sapient Capital LLC |
5,147 |
5,127 |
-20 |
-0.39% |
| Perpetual Ltd |
4,856 |
4,837 |
-19 |
-0.39% |
| Arden Trust Co |
3,315 |
3,305 |
-10 |
-0.30% |
| Boston Trust Walden Corp |
104,013 |
103,768 |
-245 |
-0.24% |
| Procyon Private Wealth Partners LLC |
4,355 |
4,346 |
-9 |
-0.21% |
| NBC Securities Inc. |
21,295 |
21,251 |
-44 |
-0.21% |
| SJS Investment Consulting Inc. |
498 |
497 |
-1 |
-0.20% |
| Fruth Investment Management |
26,965 |
26,915 |
-50 |
-0.19% |
| Crescent Sterling Ltd. |
13,371 |
13,348 |
-23 |
-0.17% |
| 13F Filers Exiting GIS |
|---|
| Priebe Wealth Holdings LLC |
7,111 |
0 |
-7,111 |
-100.00% |
| Precedent Wealth Partners LLC |
9,035 |
0 |
-9,035 |
-100.00% |
| Arlington Trust Co LLC |
31 |
0 |
-31 |
-100.00% |
| Acorn Creek Capital LLC |
7,323 |
0 |
-7,323 |
-100.00% |
| MKT Advisors LLC |
7,066 |
0 |
-7,066 |
-100.00% |
| Congress Wealth Management LLC DE |
3,863 |
0 |
-3,863 |
-100.00% |
| IMPACTfolio LLC |
3,206 |
0 |
-3,206 |
-100.00% |
| Activest Wealth Management |
325 |
0 |
-325 |
-100.00% |
| Level Financial Advisors Inc. |
630 |
0 |
-630 |
-100.00% |
| Tennessee Valley Asset Management Partners |
1,056 |
0 |
-1,056 |
-100.00% |
| KWB Wealth |
5,294 |
0 |
-5,294 |
-100.00% |
| Game Plan Financial Advisors LLC |
15,520 |
0 |
-15,520 |
-100.00% |
| Apexium Financial LP |
14,260 |
0 |
-14,260 |
-100.00% |
| LexAurum Advisors LLC |
9,443 |
0 |
-9,443 |
-100.00% |
| Trilogy Capital Inc. |
4,243 |
0 |
-4,243 |
-100.00% |
| OmniStar Financial Group Inc. |
6,403 |
0 |
-6,403 |
-100.00% |
| Trinity Legacy Partners LLC |
3,420 |
0 |
-3,420 |
-100.00% |
| Carlson Capital Management |
7,932 |
0 |
-7,932 |
-100.00% |
| Cullinan Associates Inc. |
14,500 |
0 |
-14,500 |
-100.00% |
| Burke & Herbert Bank & Trust Co. |
3,345 |
0 |
-3,345 |
-100.00% |
| Bourgeon Capital Management LLC |
113 |
0 |
-113 |
-100.00% |
| Calton & Associates Inc. |
6,745 |
0 |
-6,745 |
-100.00% |
HoldingsChannel.com
