Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing MA Share Count |
Ibex Wealth Advisors |
13 |
13,007 |
+12,994 |
+99953.85% |
Cutler Group LP |
23 |
862 |
+839 |
+3647.83% |
Norden Group LLC |
8,006 |
221,892 |
+213,886 |
+2671.57% |
Simplicity Wealth LLC |
1,132 |
27,618 |
+26,486 |
+2339.75% |
Tradewinds Capital Management LLC |
6 |
41 |
+35 |
+583.33% |
E Fund Management Hong Kong Co. Ltd. |
192 |
1,177 |
+985 |
+513.02% |
MV Capital Management Inc. |
1,447 |
6,177 |
+4,730 |
+326.88% |
PFG Investments LLC |
2,835 |
8,316 |
+5,481 |
+193.33% |
Signal Advisors Wealth LLC |
491 |
1,235 |
+744 |
+151.53% |
Dohj LLC |
878 |
2,191 |
+1,313 |
+149.54% |
Game Plan Financial Advisors LLC |
20 |
49 |
+29 |
+145.00% |
Country Trust Bank |
44 |
107 |
+63 |
+143.18% |
WBH Advisory Inc. |
1,505 |
3,510 |
+2,005 |
+133.22% |
MJP Associates Inc. ADV |
837 |
1,952 |
+1,115 |
+133.21% |
FCG Investment Co |
2,617 |
5,209 |
+2,592 |
+99.04% |
Aviance Capital Partners LLC |
5,661 |
10,411 |
+4,750 |
+83.91% |
MGO Private Wealth LLC |
788 |
1,358 |
+570 |
+72.34% |
Rise Advisors LLC |
598 |
1,019 |
+421 |
+70.40% |
Wesbanco Bank Inc. |
42,570 |
71,874 |
+29,304 |
+68.84% |
ZRC Wealth Management LLC |
131 |
220 |
+89 |
+67.94% |
Nations Financial Group Inc. IA ADV |
4,196 |
6,772 |
+2,576 |
+61.39% |
Robeco Institutional Asset Management B.V. |
486,340 |
748,855 |
+262,515 |
+53.98% |
Synergy Financial Management LLC |
4,704 |
7,097 |
+2,393 |
+50.87% |
Cyndeo Wealth Partners LLC |
5,201 |
7,810 |
+2,609 |
+50.16% |
Unique Wealth LLC |
1,698 |
2,540 |
+842 |
+49.59% |
SeaTown Holdings Pte. Ltd. |
20,002 |
29,122 |
+9,120 |
+45.60% |
Chicago Capital LLC |
79,992 |
114,734 |
+34,742 |
+43.43% |
Annex Advisory Services LLC |
787 |
1,125 |
+338 |
+42.95% |
Steel Peak Wealth Management LLC |
2,337 |
3,316 |
+979 |
+41.89% |
Collective Family Office LLC |
1,692 |
2,392 |
+700 |
+41.37% |
Mayfair Advisory Group LLC |
505 |
713 |
+208 |
+41.19% |
Vicus Capital |
1,276 |
1,788 |
+512 |
+40.13% |
Catalyst Capital Advisors LLC |
1,535 |
2,130 |
+595 |
+38.76% |
MBL Wealth LLC |
938 |
1,293 |
+355 |
+37.85% |
DGS Capital Management LLC |
2,138 |
2,940 |
+802 |
+37.51% |
CWM LLC |
37,544 |
50,290 |
+12,746 |
+33.95% |
Allen Capital Group LLC |
508 |
672 |
+164 |
+32.28% |
Sanders Morris Harris LLC |
3,593 |
4,691 |
+1,098 |
+30.56% |
Capital Investment Advisors LLC |
4,498 |
5,844 |
+1,346 |
+29.92% |
Echo45 Advisors LLC |
699 |
908 |
+209 |
+29.90% |
V Square Quantitative Management LLC |
11,566 |
14,939 |
+3,373 |
+29.16% |
GDS Wealth Management |
577 |
735 |
+158 |
+27.38% |
Exeter Financial LLC |
593 |
753 |
+160 |
+26.98% |
Outlook Wealth Advisors LLC |
1,128 |
1,432 |
+304 |
+26.95% |
Canvas Wealth Advisors LLC |
639 |
811 |
+172 |
+26.92% |
Hyperion Partners LLC |
785 |
992 |
+207 |
+26.37% |
First Citizens Bank & Trust Co. |
31,966 |
39,996 |
+8,030 |
+25.12% |
Trust Co |
1,710 |
2,125 |
+415 |
+24.27% |
GAMMA Investing LLC |
5,009 |
6,222 |
+1,213 |
+24.22% |
Aprio Wealth Management LLC |
1,999 |
2,480 |
+481 |
+24.06% |
Indiana Trust & Investment Management CO |
598 |
739 |
+141 |
+23.58% |
Cherrydale Wealth Management LLC |
575 |
701 |
+126 |
+21.91% |
Cassia Capital Partners LLC |
1,308 |
1,583 |
+275 |
+21.02% |
Confluence Wealth Services Inc. |
3,673 |
4,433 |
+760 |
+20.69% |
Callahan Advisors LLC |
18,141 |
21,815 |
+3,674 |
+20.25% |
Trust Co. of Toledo NA OH |
7,736 |
9,278 |
+1,542 |
+19.93% |
Cornerstone Wealth Group LLC |
4,191 |
5,018 |
+827 |
+19.73% |
Manchester Financial Inc. |
729 |
871 |
+142 |
+19.48% |
Aletheian Wealth Advisors LLC |
534 |
638 |
+104 |
+19.48% |
Bfsg LLC |
11,297 |
13,497 |
+2,200 |
+19.47% |
Diversified Trust Co |
24,841 |
29,620 |
+4,779 |
+19.24% |
Independence Bank of Kentucky |
2,112 |
2,514 |
+402 |
+19.03% |
Kesler Norman & Wride LLC |
12,232 |
14,553 |
+2,321 |
+18.97% |
Kowal Investment Group LLC |
538 |
638 |
+100 |
+18.59% |
Woodmont Investment Counsel LLC |
3,757 |
4,450 |
+693 |
+18.45% |
Cypress Wealth Services LLC |
864 |
1,023 |
+159 |
+18.40% |
Occidental Asset Management LLC |
508 |
598 |
+90 |
+17.72% |
Triangle Securities Wealth Management |
1,325 |
1,547 |
+222 |
+16.75% |
Strategic Planning Group LLC |
3,829 |
4,452 |
+623 |
+16.27% |
Rosenberg Matthew Hamilton |
226 |
262 |
+36 |
+15.93% |
Walkner Condon Financial Advisors LLC |
500 |
579 |
+79 |
+15.80% |
Processus Wealth & Capital Management LLC |
8,893 |
10,281 |
+1,388 |
+15.61% |
Bell Bank |
3,442 |
3,964 |
+522 |
+15.17% |
RMR Wealth Builders |
4,092 |
4,693 |
+601 |
+14.69% |
Crestmont Private Wealth LLC |
750 |
857 |
+107 |
+14.27% |
Veriti Management LLC |
17,996 |
20,552 |
+2,556 |
+14.20% |
Sunflower Bank N.A. |
1,363 |
1,553 |
+190 |
+13.94% |
Strategic Blueprint LLC |
3,447 |
3,887 |
+440 |
+12.76% |
Ashton Thomas Private Wealth LLC |
7,528 |
8,488 |
+960 |
+12.75% |
Wealthcare Advisory Partners LLC |
4,892 |
5,505 |
+613 |
+12.53% |
Livforsakringsbolaget Skandia Omsesidigt |
22,121 |
24,871 |
+2,750 |
+12.43% |
Advance Capital Management Inc. |
1,468 |
1,650 |
+182 |
+12.40% |
Well Done LLC |
515 |
578 |
+63 |
+12.23% |
Summit Trail Advisors LLC |
11,971 |
13,400 |
+1,429 |
+11.94% |
Little House Capital LLC |
10,108 |
11,310 |
+1,202 |
+11.89% |
Essex Financial Services Inc. |
3,275 |
3,662 |
+387 |
+11.82% |
Miracle Mile Advisors LLC |
5,637 |
6,300 |
+663 |
+11.76% |
Fragasso Group Inc. |
1,171 |
1,297 |
+126 |
+10.76% |
Nvest Financial LLC |
819 |
906 |
+87 |
+10.62% |
Salem Investment Counselors Inc. |
1,428 |
1,576 |
+148 |
+10.36% |
Stablepoint Partners LLC |
2,468 |
2,721 |
+253 |
+10.25% |
Traveka Wealth LLC |
1,267 |
1,393 |
+126 |
+9.94% |
Park Place Capital Corp |
2,493 |
2,735 |
+242 |
+9.71% |
Naviter Wealth LLC |
5,813 |
6,377 |
+564 |
+9.70% |
Segment Wealth Management LLC |
5,217 |
5,712 |
+495 |
+9.49% |
Fifth Third Wealth Advisors LLC |
6,273 |
6,861 |
+588 |
+9.37% |
Barlow Wealth Partners Inc. |
880 |
962 |
+82 |
+9.32% |
SOA Wealth Advisors LLC. |
162 |
177 |
+15 |
+9.26% |
Guinness Asset Management LTD |
74,042 |
80,862 |
+6,820 |
+9.21% |
Donaldson Capital Management LLC |
15,422 |
16,840 |
+1,418 |
+9.19% |
Park National Corp OH |
995 |
1,086 |
+91 |
+9.15% |
Patton Albertson Miller Group LLC |
12,379 |
13,493 |
+1,114 |
+9.00% |
Atlas Private Wealth Management |
3,375 |
3,674 |
+299 |
+8.86% |
JJJ Advisors Inc. |
1,732 |
1,884 |
+152 |
+8.78% |
Sutton Place Investors LLC |
2,432 |
2,645 |
+213 |
+8.76% |
Rappaport Reiches Capital Management LLC |
1,042 |
1,132 |
+90 |
+8.64% |
McAdam LLC |
769 |
835 |
+66 |
+8.58% |
Tempus Wealth Planning LLC |
607 |
659 |
+52 |
+8.57% |
Valley National Advisers Inc. |
816 |
885 |
+69 |
+8.46% |
Bremer Bank National Association |
9,132 |
9,893 |
+761 |
+8.33% |
West Branch Capital LLC |
5,349 |
5,780 |
+431 |
+8.06% |
Leavell Investment Management Inc. |
12,101 |
13,069 |
+968 |
+8.00% |
Versant Capital Management Inc |
548 |
591 |
+43 |
+7.85% |
Venturi Wealth Management LLC |
3,113 |
3,357 |
+244 |
+7.84% |
Atlantic Union Bankshares Corp |
12,124 |
13,048 |
+924 |
+7.62% |
West Paces Advisors Inc. |
425 |
457 |
+32 |
+7.53% |
TrimTabs Asset Management LLC |
12,601 |
13,541 |
+940 |
+7.46% |
Clarity Financial LLC |
724 |
778 |
+54 |
+7.46% |
Gemmer Asset Management LLC |
979 |
1,051 |
+72 |
+7.35% |
Zhang Financial LLC |
1,480 |
1,587 |
+107 |
+7.23% |
Keel Point LLC |
3,508 |
3,760 |
+252 |
+7.18% |
GSG Advisors LLC |
641 |
687 |
+46 |
+7.18% |
Legacy Financial Strategies LLC |
474 |
508 |
+34 |
+7.17% |
Riverview Trust Co |
706 |
756 |
+50 |
+7.08% |
Catalyst Financial Partners LLC |
2,661 |
2,846 |
+185 |
+6.95% |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
71,176 |
76,114 |
+4,938 |
+6.94% |
Banque Cantonale Vaudoise |
38,574 |
41,250 |
+2,676 |
+6.94% |
Stonegate Investment Group LLC |
14,523 |
15,527 |
+1,004 |
+6.91% |
Global Retirement Partners LLC |
6,296 |
6,724 |
+428 |
+6.80% |
Somerset Trust Co |
795 |
848 |
+53 |
+6.67% |
Chatham Capital Group Inc. |
5,023 |
5,351 |
+328 |
+6.53% |
Northstar Group Inc. |
613 |
653 |
+40 |
+6.53% |
Ballentine Partners LLC |
16,821 |
17,910 |
+1,089 |
+6.47% |
Precedent Wealth Partners LLC |
480 |
511 |
+31 |
+6.46% |
BKD Wealth Advisors LLC |
11,639 |
12,387 |
+748 |
+6.43% |
Acorn Creek Capital LLC |
498 |
530 |
+32 |
+6.43% |
Veracity Capital LLC |
2,782 |
2,957 |
+175 |
+6.29% |
CFM Wealth Partners LLC |
11,529 |
12,246 |
+717 |
+6.22% |
Massmutual Trust Co. FSB ADV |
10,330 |
10,972 |
+642 |
+6.21% |
Elevated Capital Advisors LLC |
1,829 |
1,942 |
+113 |
+6.18% |
E&G Advisors LP |
1,833 |
1,946 |
+113 |
+6.16% |
Financial Management Network Inc. |
2,020 |
2,144 |
+124 |
+6.14% |
Cooper Financial Group |
3,069 |
3,257 |
+188 |
+6.13% |
Exchange Traded Concepts LLC |
8,211 |
8,700 |
+489 |
+5.96% |
Wedmont Private Capital |
7,819 |
8,285 |
+466 |
+5.96% |
Moody Lynn & Lieberson LLC |
78,381 |
82,960 |
+4,579 |
+5.84% |
Altfest L J & Co. Inc. |
2,096 |
2,217 |
+121 |
+5.77% |
Pure Financial Advisors Inc. |
879 |
929 |
+50 |
+5.69% |
Sweet Financial Partners LLC |
5,726 |
6,051 |
+325 |
+5.68% |
Webster Bank N. A. |
1,721 |
1,818 |
+97 |
+5.64% |
Trust Point Inc. |
6,059 |
6,386 |
+327 |
+5.40% |
Strategic Investment Advisors MI |
1,887 |
1,988 |
+101 |
+5.35% |
Wealth Alliance Advisory Group LLC |
1,874 |
1,973 |
+99 |
+5.28% |
Meadow Creek Wealth Advisors LLC |
873 |
918 |
+45 |
+5.15% |
Scharf Investments LLC |
4,082 |
4,286 |
+204 |
+5.00% |
Range Financial Group LLC |
885 |
929 |
+44 |
+4.97% |
LVW Advisors LLC |
5,553 |
5,824 |
+271 |
+4.88% |
Claro Advisors LLC |
3,364 |
3,522 |
+158 |
+4.70% |
Dash Acquisitions Inc. |
36,337 |
37,944 |
+1,607 |
+4.42% |
Tyche Wealth Partners LLC |
7,149 |
7,459 |
+310 |
+4.34% |
Fundamentun LLC |
15,507 |
16,170 |
+663 |
+4.28% |
DekaBank Deutsche Girozentrale |
1,256,630 |
1,309,726 |
+53,096 |
+4.23% |
Howard Financial Services LTD. |
2,514 |
2,619 |
+105 |
+4.18% |
Sage Mountain Advisors LLC |
3,542 |
3,684 |
+142 |
+4.01% |
Albion Financial Group UT |
833 |
866 |
+33 |
+3.96% |
Consilio Wealth Advisors LLC |
1,727 |
1,795 |
+68 |
+3.94% |
Marshall Financial Group LLC |
3,728 |
3,872 |
+144 |
+3.86% |
Hudson Valley Investment Advisors Inc. ADV |
1,046 |
1,084 |
+38 |
+3.63% |
Private Trust Co. NA |
14,008 |
14,496 |
+488 |
+3.48% |
Norris Perne & French LLP MI |
927 |
959 |
+32 |
+3.45% |
Brookstone Capital Management |
7,035 |
7,272 |
+237 |
+3.37% |
San Luis Wealth Advisors LLC |
8,067 |
8,335 |
+268 |
+3.32% |
Hanson & Doremus Investment Management |
576 |
595 |
+19 |
+3.30% |
Sawyer & Company Inc |
6,601 |
6,814 |
+213 |
+3.23% |
Means Investment CO. Inc. |
1,616 |
1,668 |
+52 |
+3.22% |
Orrstown Financial Services Inc. |
2,053 |
2,118 |
+65 |
+3.17% |
Montecito Bank & Trust |
3,350 |
3,456 |
+106 |
+3.16% |
KFG Wealth Management LLC |
1,022 |
1,054 |
+32 |
+3.13% |
Prentice Wealth Management LLC |
2,659 |
2,741 |
+82 |
+3.08% |
Welch Group LLC |
12,600 |
12,983 |
+383 |
+3.04% |
NBT Bank N A NY |
7,581 |
7,809 |
+228 |
+3.01% |
Benin Management CORP |
771 |
794 |
+23 |
+2.98% |
Stratos Wealth Advisors LLC |
6,747 |
6,937 |
+190 |
+2.82% |
United Asset Strategies Inc. |
34,369 |
35,320 |
+951 |
+2.77% |
Legacy Trust |
1,587 |
1,631 |
+44 |
+2.77% |
Park Avenue Securities LLC |
47,103 |
48,401 |
+1,298 |
+2.76% |
Foster Group Inc. |
774 |
795 |
+21 |
+2.71% |
Garrett Investment Advisors LLC |
6,889 |
7,073 |
+184 |
+2.67% |
Ritholtz Wealth Management |
16,925 |
17,367 |
+442 |
+2.61% |
First Pacific Financial |
230 |
236 |
+6 |
+2.61% |
AMI Asset Management Corp |
88,759 |
90,989 |
+2,230 |
+2.51% |
Cornell Pochily Investment Advisors Inc. |
524 |
537 |
+13 |
+2.48% |
Gilman Hill Asset Management LLC |
575 |
589 |
+14 |
+2.43% |
Zullo Investment Group Inc. |
802 |
821 |
+19 |
+2.37% |
Nikulski Financial Inc. |
3,839 |
3,929 |
+90 |
+2.34% |
Revolve Wealth Partners LLC |
4,487 |
4,591 |
+104 |
+2.32% |
Phillips Financial Management LLC |
651 |
666 |
+15 |
+2.30% |
Compton Wealth Advisory Group LLC |
3,377 |
3,454 |
+77 |
+2.28% |
Xcel Wealth Management LLC |
708 |
724 |
+16 |
+2.26% |
Strong Tower Advisory Services |
3,809 |
3,895 |
+86 |
+2.26% |
Sarasin & Partners LLP |
719,125 |
734,881 |
+15,756 |
+2.19% |
Capital Insight Partners LLC |
12,504 |
12,778 |
+274 |
+2.19% |
Stokes Capital Advisors LLC |
12,569 |
12,844 |
+275 |
+2.19% |
CAP Partners LLC |
1,697 |
1,734 |
+37 |
+2.18% |
Marino Stram & Associates LLC |
1,554 |
1,586 |
+32 |
+2.06% |
Blue Bell Private Wealth Management LLC |
340 |
347 |
+7 |
+2.06% |
Weaver Consulting Group |
682 |
696 |
+14 |
+2.05% |
Brown Miller Wealth Management LLC |
2,693 |
2,748 |
+55 |
+2.04% |
Johnson & White Wealth Management LLC |
1,872 |
1,908 |
+36 |
+1.92% |
Capital Advisors Ltd. LLC |
2,640 |
2,690 |
+50 |
+1.89% |
Clifford Swan Investment Counsel LLC |
2,553 |
2,601 |
+48 |
+1.88% |
Valeo Financial Advisors LLC |
22,487 |
22,900 |
+413 |
+1.84% |
Talbot Financial LLC |
15,100 |
15,376 |
+276 |
+1.83% |
180 Wealth Advisors LLC |
1,431 |
1,457 |
+26 |
+1.82% |
RDA Financial Network |
2,695 |
2,743 |
+48 |
+1.78% |
Optas LLC |
5,801 |
5,904 |
+103 |
+1.78% |
Deane Retirement Strategies Inc. |
5,098 |
5,188 |
+90 |
+1.77% |
Cedrus LLC |
1,057 |
1,075 |
+18 |
+1.70% |
Hennion & Walsh Asset Management Inc. |
12,989 |
13,208 |
+219 |
+1.69% |
Activest Wealth Management |
536 |
545 |
+9 |
+1.68% |
HF Advisory Group LLC |
3,032 |
3,083 |
+51 |
+1.68% |
Arthur M. Cohen & Associates LLC |
4,224 |
4,294 |
+70 |
+1.66% |
Stratos Wealth Partners LTD. |
28,858 |
29,326 |
+468 |
+1.62% |
Gulf International Bank UK Ltd |
77,586 |
78,774 |
+1,188 |
+1.53% |
Fulton Bank N.A. |
29,862 |
30,316 |
+454 |
+1.52% |
Salvus Wealth Management LLC |
1,400 |
1,421 |
+21 |
+1.50% |
Relyea Zuckerberg Hanson LLC |
3,387 |
3,437 |
+50 |
+1.48% |
Tompkins Financial Corp |
21,733 |
22,052 |
+319 |
+1.47% |
Principle Wealth Partners LLC |
4,979 |
5,050 |
+71 |
+1.43% |
Morton Capital Management LLC CA |
579 |
587 |
+8 |
+1.38% |
Hoxton Planning & Management LLC |
1,615 |
1,637 |
+22 |
+1.36% |
Atticus Wealth Management LLC |
1,711 |
1,734 |
+23 |
+1.34% |
Capital Asset Advisory Services LLC |
8,326 |
8,435 |
+109 |
+1.31% |
CRA Financial Services LLC |
7,185 |
7,279 |
+94 |
+1.31% |
Verum Partners LLC |
925 |
937 |
+12 |
+1.30% |
Amplius Wealth Advisors LLC |
1,394 |
1,412 |
+18 |
+1.29% |
Retirement Guys Formula LLC |
2,718 |
2,753 |
+35 |
+1.29% |
SignalPoint Asset Management LLC |
1,591 |
1,611 |
+20 |
+1.26% |
Main Street Financial Solutions LLC |
5,377 |
5,445 |
+68 |
+1.26% |
Accurate Wealth Management LLC |
8,293 |
8,396 |
+103 |
+1.24% |
International Assets Investment Management LLC |
6,885 |
6,969 |
+84 |
+1.22% |
First Bank & Trust |
7,582 |
7,672 |
+90 |
+1.19% |
Westhampton Capital LLC |
4,287 |
4,337 |
+50 |
+1.17% |
Firethorn Wealth Partners LLC |
1,243 |
1,257 |
+14 |
+1.13% |
Willis Investment Counsel |
16,068 |
16,241 |
+173 |
+1.08% |
Threadgill Financial LLC |
30,155 |
30,472 |
+317 |
+1.05% |
CIC Wealth LLC |
4,009 |
4,051 |
+42 |
+1.05% |
Burkett Financial Services LLC |
99 |
100 |
+1 |
+1.01% |
Chemistry Wealth Management LLC |
4,602 |
4,647 |
+45 |
+0.98% |
City Holding Co. |
19,488 |
19,677 |
+189 |
+0.97% |
Fort Pitt Capital Group LLC |
1,231 |
1,243 |
+12 |
+0.97% |
Chickasaw Capital Management LLC |
12,161 |
12,275 |
+114 |
+0.94% |
Total Clarity Wealth Management Inc. |
1,698 |
1,714 |
+16 |
+0.94% |
AdvisorNet Financial Inc |
4,501 |
4,542 |
+41 |
+0.91% |
Investment Research & Advisory Group Inc. |
13,329 |
13,450 |
+121 |
+0.91% |
Atwater Malick LLC |
2,010 |
2,028 |
+18 |
+0.90% |
Hofer & Associates. Inc |
581 |
586 |
+5 |
+0.86% |
NorthCrest Asset Manangement LLC |
65,123 |
65,667 |
+544 |
+0.84% |
Sander Capital Advisors Inc. |
5,693 |
5,740 |
+47 |
+0.83% |
M. Kraus & Co |
1,608 |
1,621 |
+13 |
+0.81% |
Absher Wealth Management LLC |
1,776 |
1,790 |
+14 |
+0.79% |
First PREMIER Bank |
14,557 |
14,667 |
+110 |
+0.76% |
Walter Public Investments Inc. |
32,611 |
32,850 |
+239 |
+0.73% |
Sound Income Strategies LLC |
587 |
591 |
+4 |
+0.68% |
Sivia Capital Partners LLC |
1,549 |
1,559 |
+10 |
+0.65% |
Farmers & Merchants Investments Inc. |
6,404 |
6,445 |
+41 |
+0.64% |
PFW Advisors LLC |
1,102 |
1,109 |
+7 |
+0.64% |
First Affirmative Financial Network |
2,687 |
2,704 |
+17 |
+0.63% |
Simon Quick Advisors LLC |
5,210 |
5,243 |
+33 |
+0.63% |
Sandy Cove Advisors LLC |
631 |
635 |
+4 |
+0.63% |
Family Legacy Inc. |
2,258 |
2,272 |
+14 |
+0.62% |
Live Oak Private Wealth LLC |
18,289 |
18,400 |
+111 |
+0.61% |
Sandbox Financial Partners LLC |
2,178 |
2,191 |
+13 |
+0.60% |
Maryland State Retirement & Pension System |
64,624 |
64,995 |
+371 |
+0.57% |
Modus Advisors LLC |
6,618 |
6,655 |
+37 |
+0.56% |
Parisi Gray Wealth Management |
15,033 |
15,111 |
+78 |
+0.52% |
Tennessee Valley Asset Management Partners |
577 |
580 |
+3 |
+0.52% |
Hendershot Investments Inc. |
33,435 |
33,605 |
+170 |
+0.51% |
ST Germain D J Co. Inc. |
1,837 |
1,846 |
+9 |
+0.49% |
Moody National Bank Trust Division |
8,443 |
8,484 |
+41 |
+0.49% |
Austin Private Wealth LLC |
835 |
839 |
+4 |
+0.48% |
Marion Wealth Management |
5,473 |
5,498 |
+25 |
+0.46% |
General Partner Inc. |
13,179 |
13,238 |
+59 |
+0.45% |
Jackson Square Capital LLC |
5,772 |
5,796 |
+24 |
+0.42% |
Affinity Wealth Management LLC |
15,796 |
15,857 |
+61 |
+0.39% |
Adirondack Trust Co. |
772 |
775 |
+3 |
+0.39% |
Strategic Advisors LLC |
6,858 |
6,881 |
+23 |
+0.34% |
Wetzel Investment Advisors Inc. |
311 |
312 |
+1 |
+0.32% |
Raymond James Trust N.A. |
18,099 |
18,149 |
+50 |
+0.28% |
Atlas Brown Inc. |
2,107 |
2,112 |
+5 |
+0.24% |
Apeiron RIA LLC |
505 |
506 |
+1 |
+0.20% |
D. Scott Neal Inc. |
1,363 |
1,365 |
+2 |
+0.15% |
Genesee Capital Advisors LLC |
652 |
653 |
+1 |
+0.15% |
Armstrong Henry H Associates Inc. |
14,543 |
14,563 |
+20 |
+0.14% |
Vanguard Capital Wealth Advisors |
10,567 |
10,582 |
+15 |
+0.14% |
CVA Family Office LLC |
3,580 |
3,585 |
+5 |
+0.14% |
Mason & Associates Inc |
748 |
749 |
+1 |
+0.13% |
Northwest Quadrant Wealth Management LLC |
1,829 |
1,831 |
+2 |
+0.11% |
Lake Street Financial LLC |
10,849 |
10,859 |
+10 |
+0.09% |
Five Oceans Advisors |
2,114 |
2,116 |
+2 |
+0.09% |
Nicholas Hoffman & Company LLC. |
5,133 |
5,137 |
+4 |
+0.08% |
TruWealth Advisors LLC |
1,188 |
1,189 |
+1 |
+0.08% |
Berger Financial Group Inc |
18,071 |
18,083 |
+12 |
+0.07% |
Bennett Selby Investments LP |
18,669 |
18,683 |
+14 |
+0.07% |
Avenue 1 Advisors LLC |
1,347 |
1,348 |
+1 |
+0.07% |
Epic Trust Investment Advisors LLC |
1,358 |
1,359 |
+1 |
+0.07% |
Midwest Financial Group LLC |
1,354 |
1,355 |
+1 |
+0.07% |
Moseley Investment Management Inc. |
1,582 |
1,583 |
+1 |
+0.06% |
Czech National Bank |
145,092 |
145,165 |
+73 |
+0.05% |
S.A. Mason LLC |
5,055 |
5,056 |
+1 |
+0.02% |
13F Filers Reporting New Positions In MA |
Meyer Handelman Co. |
0 |
560 |
+560 |
+100% |
Wiley BROS. Aintree Capital LLC |
0 |
845 |
+845 |
+100% |
American National Bank & Trust Co. VA |
0 |
16,280 |
+16,280 |
+100% |
Stephenson National Bank & Trust |
0 |
89 |
+89 |
+100% |
Franklin Street Advisors Inc. NC |
0 |
576 |
+576 |
+100% |
Exchange Capital Management Inc. |
0 |
473 |
+473 |
+100% |
Westend Capital Management LLC |
0 |
57 |
+57 |
+100% |
Confluence Investment Management LLC |
0 |
191,308 |
+191,308 |
+100% |
IMA Wealth Inc. |
0 |
1,445 |
+1,445 |
+100% |
Krane Funds Advisors LLC |
0 |
1,408 |
+1,408 |
+100% |
Community Financial Services Group LLC |
0 |
1,059 |
+1,059 |
+100% |
Alaska Permanent Fund Corp |
0 |
10 |
+10 |
+100% |
Founders Capital Management LLC |
0 |
1,022 |
+1,022 |
+100% |
BTC Capital Management Inc. |
0 |
25,592 |
+25,592 |
+100% |
Mirador Capital Partners LP |
0 |
419 |
+419 |
+100% |
Financial Enhancement Group LLC |
0 |
463 |
+463 |
+100% |
Oliver Luxxe Assets LLC |
0 |
419 |
+419 |
+100% |
Traynor Capital Management Inc. |
0 |
419 |
+419 |
+100% |
Trilogy Capital Inc. |
0 |
898 |
+898 |
+100% |
Nova R Wealth Inc. |
0 |
1,515 |
+1,515 |
+100% |
RVW Wealth LLC |
0 |
651 |
+651 |
+100% |
Benchmark Financial Wealth Advisors LLC |
0 |
454 |
+454 |
+100% |
Evolution Wealth Advisors LLC |
0 |
431 |
+431 |
+100% |
ERn Financial LLC |
0 |
434 |
+434 |
+100% |
Lloyd Advisory Services LLC. |
0 |
2,940 |
+2,940 |
+100% |
H&H Retirement Design & Management INC |
0 |
1,864 |
+1,864 |
+100% |
Charter Oak Capital Management LLC |
0 |
950 |
+950 |
+100% |
Capital Advisors Wealth Management LLC |
0 |
451 |
+451 |
+100% |
Catalyst Private Wealth LLC |
0 |
911 |
+911 |
+100% |
Berkshire Bank |
0 |
2,855 |
+2,855 |
+100% |
Centennial Wealth Advisory LLC |
0 |
437 |
+437 |
+100% |
Johnson Bixby & Associates LLC |
0 |
418 |
+418 |
+100% |
Fermata Advisors LLC |
0 |
509 |
+509 |
+100% |
Koss Olinger Consulting LLC |
0 |
15,288 |
+15,288 |
+100% |
Strategic Financial Concepts LLC |
0 |
442 |
+442 |
+100% |
Sageworth Trust Co of South Dakota |
0 |
676 |
+676 |
+100% |
IMPACTfolio LLC |
0 |
430 |
+430 |
+100% |
Eagle Strategies LLC |
0 |
1,467 |
+1,467 |
+100% |
Von Berge Wealth Management Group LLC |
0 |
475 |
+475 |
+100% |
Redmont Wealth Advisors LLC |
0 |
173 |
+173 |
+100% |
BluePath Capital Management LLC |
0 |
425 |
+425 |
+100% |
O ROURKE & COMPANY Inc |
0 |
420 |
+420 |
+100% |
jvl associates llc |
0 |
1,439 |
+1,439 |
+100% |
Andina Capital Management LLC |
0 |
504 |
+504 |
+100% |
Safeguard Financial LLC |
0 |
458 |
+458 |
+100% |
Global Assets Advisory LLC |
0 |
421,949 |
+421,949 |
+100% |
Western Financial Corp CA |
0 |
570 |
+570 |
+100% |
Register Financial Advisors LLC |
0 |
283 |
+283 |
+100% |
Jessup Wealth Management Inc |
0 |
433 |
+433 |
+100% |
Milestone Asset Management LLC |
0 |
653 |
+653 |
+100% |
KLR Investment Advisors LLC |
0 |
562 |
+562 |
+100% |
Financial Security Advisor Inc. |
0 |
423 |
+423 |
+100% |
Focus Financial Network Inc. |
0 |
5,172 |
+5,172 |
+100% |
Edge Financial Advisors LLC |
0 |
909 |
+909 |
+100% |
Duncan Williams Asset Management LLC |
0 |
2,748 |
+2,748 |
+100% |
Schulz Wealth LTD. |
0 |
450 |
+450 |
+100% |
Triad Wealth Partners LLC |
0 |
826 |
+826 |
+100% |
Accordant Advisory Group Inc |
0 |
76 |
+76 |
+100% |
Foguth Wealth Management LLC. |
0 |
443 |
+443 |
+100% |
13F Filers With Unchanged Share Count |
Rowland & Co. Investment Counsel ADV |
270 |
270 |
UNCH |
0.00% |
Chemung Canal Trust Co. |
841 |
841 |
UNCH |
0.00% |
Whitener Capital Management Inc. |
3,365 |
3,365 |
UNCH |
0.00% |
Godsey & Gibb Associates |
691 |
691 |
UNCH |
0.00% |
Barrett & Company Inc. |
596 |
596 |
UNCH |
0.00% |
Gillespie Robinson & Grimm Inc. |
975 |
975 |
UNCH |
0.00% |
Arcadia Investment Management Corp MI |
568 |
568 |
UNCH |
0.00% |
Baldwin Brothers Inc. MA |
596 |
596 |
UNCH |
0.00% |
WELLCOME TRUST LTD THE as trustee of the WELLCOME TRUST |
555,000 |
555,000 |
UNCH |
0.00% |
Hillman Co. |
65,651 |
65,651 |
UNCH |
0.00% |
Spirit of America Management Corp NY |
2,400 |
2,400 |
UNCH |
0.00% |
Burns J W & Co. Inc. NY |
987 |
987 |
UNCH |
0.00% |
LVM Capital Management Ltd. MI |
961 |
961 |
UNCH |
0.00% |
Appleton Partners Inc. MA |
1,070 |
1,070 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
31,232 |
31,232 |
UNCH |
0.00% |
Mountain Pacific Investment Advisers Inc. ID |
806 |
806 |
UNCH |
0.00% |
Forbes J M & Co. LLP |
2,816 |
2,816 |
UNCH |
0.00% |
WASHINGTON TRUST Co |
1,836 |
1,836 |
UNCH |
0.00% |
First National Bank Sioux Falls |
3,253 |
3,253 |
UNCH |
0.00% |
Fidelity D & D Bancorp Inc. |
682 |
682 |
UNCH |
0.00% |
Proffitt & Goodson Inc. |
122 |
122 |
UNCH |
0.00% |
Bourne Lent Asset Management Inc. |
4,998 |
4,998 |
UNCH |
0.00% |
First Community Trust NA |
117 |
117 |
UNCH |
0.00% |
Viking Fund Management LLC |
7,000 |
7,000 |
UNCH |
0.00% |
Deltec Asset Management LLC |
13,273 |
13,273 |
UNCH |
0.00% |
American National Bank |
2,851 |
2,851 |
UNCH |
0.00% |
Hodges Capital Management Inc. |
1,129 |
1,129 |
UNCH |
0.00% |
Norman Fields Gottscho Capital Management LLC |
17,835 |
17,835 |
UNCH |
0.00% |
Hartford Financial Management Inc. |
1,163 |
1,163 |
UNCH |
0.00% |
Bangor Savings Bank |
165 |
165 |
UNCH |
0.00% |
Merrion Investment Management Co LLC |
750 |
750 |
UNCH |
0.00% |
Morris Financial Concepts Inc. |
1,482 |
1,482 |
UNCH |
0.00% |
West Oak Capital LLC |
1,960 |
1,960 |
UNCH |
0.00% |
LaFleur & Godfrey LLC |
1,250 |
1,250 |
UNCH |
0.00% |
Boston Common Asset Management LLC |
512 |
512 |
UNCH |
0.00% |
Guinness Atkinson Asset Management Inc |
15,772 |
15,772 |
UNCH |
0.00% |
Cubic Asset Management LLC |
13,933 |
13,933 |
UNCH |
0.00% |
Gibson Capital LLC |
495 |
495 |
UNCH |
0.00% |
Northwest Investment Counselors LLC |
806 |
806 |
UNCH |
0.00% |
Atlas Capital Advisors LLC |
25 |
25 |
UNCH |
0.00% |
Legato Capital Management LLC |
6,961 |
6,961 |
UNCH |
0.00% |
Cacti Asset Management LLC |
300 |
300 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
26,800 |
26,800 |
UNCH |
0.00% |
Ipswich Investment Management Co. Inc. |
2,336 |
2,336 |
UNCH |
0.00% |
Krueger & Catalano Capital Partners LLC |
631 |
631 |
UNCH |
0.00% |
WESPAC Advisors LLC |
2,111 |
2,111 |
UNCH |
0.00% |
Bright Rock Capital Management LLC |
45,000 |
45,000 |
UNCH |
0.00% |
David R. Rahn & Associates Inc. |
1,128 |
1,128 |
UNCH |
0.00% |
Alta Advisers Ltd |
2,200 |
2,200 |
UNCH |
0.00% |
Lbmc Investment Advisors LLC |
1,736 |
1,736 |
UNCH |
0.00% |
Westside Investment Management Inc. |
11 |
11 |
UNCH |
0.00% |
National Mutual Insurance Federation of Agricultural Cooperatives |
79,100 |
79,100 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
50 |
50 |
UNCH |
0.00% |
Oakworth Capital Inc. |
2,689 |
2,689 |
UNCH |
0.00% |
Tarbox Family Office Inc. |
1,380 |
1,380 |
UNCH |
0.00% |
Hamel Associates Inc. |
844 |
844 |
UNCH |
0.00% |
Private Ocean LLC |
445 |
445 |
UNCH |
0.00% |
Evanson Asset Management LLC |
2,309 |
2,309 |
UNCH |
0.00% |
Northside Capital Management LLC |
503 |
503 |
UNCH |
0.00% |
Moisand Fitzgerald Tamayo LLC |
28 |
28 |
UNCH |
0.00% |
Sugarloaf Wealth Management LLC |
140 |
140 |
UNCH |
0.00% |
Kohmann Bosshard Financial Services LLC |
1,214 |
1,214 |
UNCH |
0.00% |
Radnor Capital Management LLC |
1,937 |
1,937 |
UNCH |
0.00% |
Symmetry Partners LLC |
5,216 |
5,216 |
UNCH |
0.00% |
Founders Capital Management |
690 |
690 |
UNCH |
0.00% |
Cahaba Wealth Management Inc. |
518 |
518 |
UNCH |
0.00% |
Personal Resources Investment & Strategic Management Inc. |
1,100 |
1,100 |
UNCH |
0.00% |
Security National Bank |
4,566 |
4,566 |
UNCH |
0.00% |
Fluent Financial LLC |
475 |
475 |
UNCH |
0.00% |
Demars Financial Group LLC |
1,998 |
1,998 |
UNCH |
0.00% |
17 Capital Partners LLC |
1,685 |
1,685 |
UNCH |
0.00% |
Landmark Wealth Management LLC |
501 |
501 |
UNCH |
0.00% |
Townsend & Associates Inc |
1,275 |
1,275 |
UNCH |
0.00% |
BlueDrive Global Investors LLP |
12,859 |
12,859 |
UNCH |
0.00% |
Northwest Capital Management Inc |
137 |
137 |
UNCH |
0.00% |
Essex Savings Bank |
3,858 |
3,858 |
UNCH |
0.00% |
MBM Wealth Consultants LLC |
730 |
730 |
UNCH |
0.00% |
Criterion Capital Advisors LLC |
78 |
78 |
UNCH |
0.00% |
Aspire Private Capital LLC |
52 |
52 |
UNCH |
0.00% |
American Financial Advisors LLC |
1,032 |
1,032 |
UNCH |
0.00% |
Wesleyan Assurance Society |
24,350 |
24,350 |
UNCH |
0.00% |
Spectrum Wealth Advisory Group LLC |
968 |
968 |
UNCH |
0.00% |
Legend Financial Advisors Inc. |
100 |
100 |
UNCH |
0.00% |
Carolina Wealth Advisors LLC |
627 |
627 |
UNCH |
0.00% |
WealthBridge Investment Counsel Inc. |
632 |
632 |
UNCH |
0.00% |
Pacifica Partners Inc. |
2,865 |
2,865 |
UNCH |
0.00% |
Lpwm LLC |
532 |
532 |
UNCH |
0.00% |
Parcion Private Wealth LLC |
903 |
903 |
UNCH |
0.00% |
Lion Street Advisors LLC |
1,788 |
1,788 |
UNCH |
0.00% |
Capital Advisory Group Advisory Services LLC |
523 |
523 |
UNCH |
0.00% |
N.E.W. Advisory Services LLC |
547 |
547 |
UNCH |
0.00% |
Trinity Financial Advisors LLC |
573 |
573 |
UNCH |
0.00% |
Capital Market Strategies LLC |
995 |
995 |
UNCH |
0.00% |
Davis Capital Management |
197 |
197 |
UNCH |
0.00% |
Citadel Investment Advisory Inc. |
1,180 |
1,180 |
UNCH |
0.00% |
Wolff Wiese Magana LLC |
369 |
369 |
UNCH |
0.00% |
F M Investments LLC |
778 |
778 |
UNCH |
0.00% |
4Thought Financial Group Inc. |
49 |
49 |
UNCH |
0.00% |
Harbor Group Inc. |
782 |
782 |
UNCH |
0.00% |
Legal Advantage Investments Inc. |
2,400 |
2,400 |
UNCH |
0.00% |
Constitution Capital LLC |
800 |
800 |
UNCH |
0.00% |
Sovereign Financial Group Inc. |
5,431 |
5,431 |
UNCH |
0.00% |
Robbins Farley LLC |
36 |
36 |
UNCH |
0.00% |
Bank of New Hampshire |
520 |
520 |
UNCH |
0.00% |
JTC Employer Solutions Trusteee Ltd |
17,757 |
17,757 |
UNCH |
0.00% |
Border to Coast Pensions Partnership Ltd |
80,900 |
80,900 |
UNCH |
0.00% |
Dominguez Wealth Management Solutions Inc. |
786 |
786 |
UNCH |
0.00% |
Ameliora Wealth Management Ltd. |
4,195 |
4,195 |
UNCH |
0.00% |
City State Bank |
657 |
657 |
UNCH |
0.00% |
Byrne Asset Management LLC |
1,851 |
1,851 |
UNCH |
0.00% |
Oak Harbor Wealth Partners LLC |
657 |
657 |
UNCH |
0.00% |
Global Wealth Strategies & Associates |
137 |
137 |
UNCH |
0.00% |
BancFirst Trust & Investment Management |
624 |
624 |
UNCH |
0.00% |
High Net Worth Advisory Group LLC |
1,611 |
1,611 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
348 |
348 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
23 |
23 |
UNCH |
0.00% |
Coston McIsaac & Partners |
111 |
111 |
UNCH |
0.00% |
Aquamarine Zurich AG |
65,750 |
65,750 |
UNCH |
0.00% |
Creative Capital Management Investments LLC |
82 |
82 |
UNCH |
0.00% |
Stephens Consulting LLC |
51 |
51 |
UNCH |
0.00% |
Breakwater Capital Group |
1,002 |
1,002 |
UNCH |
0.00% |
Kaydan Wealth Management Inc. |
696 |
696 |
UNCH |
0.00% |
Financial Freedom LLC |
58 |
58 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
31 |
31 |
UNCH |
0.00% |
GuoLine Advisory Pte Ltd |
113,000 |
113,000 |
UNCH |
0.00% |
Armstrong Fleming & Moore Inc |
800 |
800 |
UNCH |
0.00% |
Financial Advisory Partners LLC |
550 |
550 |
UNCH |
0.00% |
WFA Asset Management Corp |
63 |
63 |
UNCH |
0.00% |
Financiere des Professionnels Fonds d investissement inc. |
9,053 |
9,053 |
UNCH |
0.00% |
Werlinich Asset Management LLC |
1,678 |
1,678 |
UNCH |
0.00% |
PFS Partners LLC |
205 |
205 |
UNCH |
0.00% |
Partnership Wealth Management LLC |
7 |
7 |
UNCH |
0.00% |
Voisard Asset Management Group Inc. |
55 |
55 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
429 |
429 |
UNCH |
0.00% |
Gerber LLC |
1,275 |
1,275 |
UNCH |
0.00% |
Walden Wealth Partners LLC |
1,395 |
1,395 |
UNCH |
0.00% |
13F Filers Decreasing MA Share Count |
Trifecta Capital Advisors LLC |
4,006 |
120 |
-3,886 |
-97.00% |
Overbrook Management Corp |
7,654 |
773 |
-6,881 |
-89.90% |
Founders Financial Securities LLC |
3,444 |
573 |
-2,871 |
-83.36% |
Strategic Advocates LLC |
3,998 |
691 |
-3,307 |
-82.72% |
Annapolis Financial Services LLC |
282 |
57 |
-225 |
-79.79% |
Adams Diversified Equity Fund Inc. |
85,762 |
30,562 |
-55,200 |
-64.36% |
James J. Burns & Company LLC |
2,490 |
980 |
-1,510 |
-60.64% |
Tsfg LLC |
38 |
17 |
-21 |
-55.26% |
Arcus Capital Partners LLC |
2,452 |
1,188 |
-1,264 |
-51.55% |
AMF Pensionsforsakring AB |
152,141 |
81,384 |
-70,757 |
-46.51% |
Financial Synergies Wealth Advisors Inc. |
82 |
44 |
-38 |
-46.34% |
StonePine Asset Management Inc. |
1,290,595 |
723,852 |
-566,743 |
-43.91% |
Hexagon Capital Partners LLC |
1,037 |
592 |
-445 |
-42.91% |
Hoese & Co LLP |
26 |
15 |
-11 |
-42.31% |
Monticello Wealth Management LLC |
855 |
513 |
-342 |
-40.00% |
Newbridge Financial Services Group Inc. |
657 |
442 |
-215 |
-32.72% |
Assenagon Asset Management S.A. |
925,559 |
625,614 |
-299,945 |
-32.41% |
Advisor Resource Council |
1,410 |
960 |
-450 |
-31.91% |
EFG Asset Management Americas Corp. |
29,361 |
20,276 |
-9,085 |
-30.94% |
Opal Wealth Advisors LLC |
885 |
614 |
-271 |
-30.62% |
Symphony Financial Ltd. Co. |
6,096 |
4,271 |
-1,825 |
-29.94% |
Procyon Private Wealth Partners LLC |
10,285 |
7,456 |
-2,829 |
-27.51% |
Baker Boyer National Bank |
2,033 |
1,476 |
-557 |
-27.40% |
LongView Wealth Management |
954 |
695 |
-259 |
-27.15% |
Central Bank & Trust Co. |
601 |
438 |
-163 |
-27.12% |
Summa Corp. |
2,357 |
1,736 |
-621 |
-26.35% |
CX Institutional |
19,756 |
14,788 |
-4,968 |
-25.15% |
Los Angeles Capital Management & Equity Research Inc. |
635,134 |
477,084 |
-158,050 |
-24.88% |
First Financialcorp IN |
1,215 |
914 |
-301 |
-24.77% |
Everpar Advisors LLC |
4,047 |
3,065 |
-982 |
-24.26% |
Cornerstone Wealth Management LLC |
5,452 |
4,204 |
-1,248 |
-22.89% |
Horst & Graben Wealth Management LLC |
1,068 |
830 |
-238 |
-22.28% |
Olstein Capital Management L.P. |
6,500 |
5,093 |
-1,407 |
-21.65% |
US Asset Management LLC |
1,696 |
1,332 |
-364 |
-21.46% |
Kathleen S. Wright Associates Inc. |
846 |
676 |
-170 |
-20.09% |
Foster & Motley Inc. |
1,273 |
1,020 |
-253 |
-19.87% |
MCF Advisors LLC |
1,324 |
1,071 |
-253 |
-19.11% |
PayPay Securities Corp |
21 |
17 |
-4 |
-19.05% |
Carderock Capital Management Inc. |
31,748 |
25,817 |
-5,931 |
-18.68% |
Abundance Wealth Counselors |
542 |
442 |
-100 |
-18.45% |
O Brien Wealth Partners LLC |
142 |
118 |
-24 |
-16.90% |
CHURCHILL MANAGEMENT Corp |
6,658 |
5,562 |
-1,096 |
-16.46% |
M&R Capital Management Inc. |
3,826 |
3,199 |
-627 |
-16.39% |
Artemis Investment Management LLP |
37,182 |
31,142 |
-6,040 |
-16.24% |
Paul Damon & Associates Inc. |
992 |
833 |
-159 |
-16.03% |
Handelsinvest Investeringsforvaltning |
6,174 |
5,229 |
-945 |
-15.31% |
Eaton Financial Holdings Company LLC |
1,443 |
1,228 |
-215 |
-14.90% |
Teamwork Financial Advisors LLC |
705 |
606 |
-99 |
-14.04% |
Wealth Enhancement Advisory Services LLC |
260,345 |
224,300 |
-36,045 |
-13.85% |
Allspring Global Investments Holdings LLC |
750,523 |
648,728 |
-101,795 |
-13.56% |
First Financial Bank Trust Division |
529 |
461 |
-68 |
-12.85% |
Amalgamated Bank |
204,777 |
178,689 |
-26,088 |
-12.74% |
Tributary Capital Management LLC |
2,165 |
1,890 |
-275 |
-12.70% |
Ignite Planners LLC |
4,593 |
4,023 |
-570 |
-12.41% |
GoalVest Advisory LLC |
558 |
490 |
-68 |
-12.19% |
Lifestyle Asset Management Inc. |
2,870 |
2,523 |
-347 |
-12.09% |
Alpha Cubed Investments LLC |
6,614 |
5,815 |
-799 |
-12.08% |
Caldwell Sutter Capital Inc. |
912 |
802 |
-110 |
-12.06% |
Woodstock Corp |
853 |
751 |
-102 |
-11.96% |
SNS Financial Group LLC |
755 |
671 |
-84 |
-11.13% |
Global Trust Asset Management LLC |
9,020 |
8,020 |
-1,000 |
-11.09% |
WS Portfolio Advisory LLC |
29,961 |
26,716 |
-3,245 |
-10.83% |
Clarius Group LLC |
10,897 |
9,726 |
-1,171 |
-10.75% |
Integrated Investment Consultants LLC |
476 |
425 |
-51 |
-10.71% |
State of Michigan Retirement System |
362,181 |
325,981 |
-36,200 |
-10.00% |
Rooted Wealth Advisors Inc. |
554 |
499 |
-55 |
-9.93% |
Dupont Capital Management Corp |
60,951 |
54,961 |
-5,990 |
-9.83% |
Transform Wealth LLC |
15,948 |
14,386 |
-1,562 |
-9.79% |
Leonard Rickey Investment Advisors P.L.L.C. |
679 |
613 |
-66 |
-9.72% |
Bedrijfstakpensioenfonds Voor DE Media PNO |
55,150 |
49,950 |
-5,200 |
-9.43% |
Wealth Effects LLC |
605 |
548 |
-57 |
-9.42% |
Elk River Wealth Management LLC |
27,848 |
25,341 |
-2,507 |
-9.00% |
Peoples Financial Services CORP. |
10,679 |
9,745 |
-934 |
-8.75% |
OLD National Bancorp IN |
9,088 |
8,297 |
-791 |
-8.70% |
Doliver Advisors LP |
3,160 |
2,894 |
-266 |
-8.42% |
RFG Advisory LLC |
6,412 |
5,885 |
-527 |
-8.22% |
True North Advisors LLC |
1,515 |
1,391 |
-124 |
-8.18% |
Norway Savings Bank |
1,301 |
1,196 |
-105 |
-8.07% |
DeDora Capital Inc. |
5,462 |
5,022 |
-440 |
-8.06% |
OneAscent Wealth Management LLC |
1,810 |
1,665 |
-145 |
-8.01% |
Stableford Capital II LLC |
5,864 |
5,395 |
-469 |
-8.00% |
Kovack Advisors Inc. |
1,968 |
1,811 |
-157 |
-7.98% |
Cullen Investment Group LTD. |
9,687 |
8,925 |
-762 |
-7.87% |
Drive Wealth Management LLC |
2,735 |
2,522 |
-213 |
-7.79% |
Summit Financial LLC |
4,668 |
4,306 |
-362 |
-7.75% |
Horizon Bancorp Inc. IN |
1,002 |
926 |
-76 |
-7.58% |
Grandview Asset Management LLC |
1,153 |
1,067 |
-86 |
-7.46% |
Bruce G. Allen Investments LLC |
161 |
149 |
-12 |
-7.45% |
NovaPoint Capital LLC |
10,694 |
9,911 |
-783 |
-7.32% |
CMH Wealth Management LLC |
16,852 |
15,619 |
-1,233 |
-7.32% |
Duncker Streett & Co. Inc. |
36,493 |
33,844 |
-2,649 |
-7.26% |
Aurum Wealth Management Group LLC |
2,939 |
2,728 |
-211 |
-7.18% |
Financial Management Professionals Inc. |
529 |
492 |
-37 |
-6.99% |
NBC Securities Inc. |
7,979 |
7,423 |
-556 |
-6.97% |
Brown Advisory Inc. |
3,882,570 |
3,612,616 |
-269,954 |
-6.95% |
Galvin Gaustad & Stein LLC |
11,264 |
10,485 |
-779 |
-6.92% |
Cullinan Associates Inc. |
12,350 |
11,500 |
-850 |
-6.88% |
Orgel Wealth Management LLC |
859 |
801 |
-58 |
-6.75% |
Regions Financial Corp |
140,804 |
131,350 |
-9,454 |
-6.71% |
Elwood & Goetz Wealth Advisory Group LLC |
573 |
535 |
-38 |
-6.63% |
Roble Belko & Company Inc |
8,309 |
7,760 |
-549 |
-6.61% |
Maryland Capital Advisors Inc. |
91 |
85 |
-6 |
-6.59% |
Yarbrough Capital LLC |
14,851 |
13,878 |
-973 |
-6.55% |
Alliance Wealth Advisors LLC |
1,576 |
1,473 |
-103 |
-6.54% |
Piscataqua Savings Bank |
6,247 |
5,845 |
-402 |
-6.44% |
Legacy Private Trust Co. |
23,473 |
21,982 |
-1,491 |
-6.35% |
Raub Brock Capital Management LP |
44,315 |
41,545 |
-2,770 |
-6.25% |
Canandaigua National Bank & Trust Co. |
19,437 |
18,277 |
-1,160 |
-5.97% |
Chesley Taft & Associates LLC |
58,505 |
55,039 |
-3,466 |
-5.92% |
Stanley Laman Group Ltd. |
11,248 |
10,589 |
-659 |
-5.86% |
Monument Capital Management |
2,035 |
1,917 |
-118 |
-5.80% |
OneAscent Financial Services LLC |
2,500 |
2,356 |
-144 |
-5.76% |
Calton & Associates Inc. |
1,011 |
953 |
-58 |
-5.74% |
Pegasus Partners Ltd. |
5,180 |
4,902 |
-278 |
-5.37% |
Flagship Harbor Advisors LLC |
9,744 |
9,231 |
-513 |
-5.26% |
Hennessy Advisors Inc. |
3,800 |
3,600 |
-200 |
-5.26% |
Eads & Heald Wealth Management |
1,013 |
960 |
-53 |
-5.23% |
Liberty Capital Management Inc. |
4,127 |
3,912 |
-215 |
-5.21% |
Mather Group LLC. |
11,417 |
10,826 |
-591 |
-5.18% |
Yoder Wealth Management Inc. |
503 |
477 |
-26 |
-5.17% |
Centre Asset Management LLC |
8,314 |
7,884 |
-430 |
-5.17% |
Portside Wealth Group LLC |
15,842 |
15,027 |
-815 |
-5.14% |
Pensionfund Sabic |
8,000 |
7,600 |
-400 |
-5.00% |
Aua Capital Management LLC |
4,284 |
4,071 |
-213 |
-4.97% |
Mosley Wealth Management |
648 |
616 |
-32 |
-4.94% |
First National Bank |
709 |
674 |
-35 |
-4.94% |
Fifth Third Bancorp |
751,412 |
714,665 |
-36,747 |
-4.89% |
River Street Advisors LLC |
2,301 |
2,189 |
-112 |
-4.87% |
McElhenny Sheffield Capital Management LLC |
1,306 |
1,243 |
-63 |
-4.82% |
DNB Asset Management AS |
882,269 |
839,851 |
-42,418 |
-4.81% |
Nilsine Partners LLC |
2,589 |
2,466 |
-123 |
-4.75% |
Enterprise Bank & Trust Co |
7,160 |
6,823 |
-337 |
-4.71% |
BCS Wealth Management |
884 |
843 |
-41 |
-4.64% |
Hartford Investment Management Co. |
55,782 |
53,292 |
-2,490 |
-4.46% |
Peoples Bank KS |
1,953 |
1,868 |
-85 |
-4.35% |
Louisiana State Employees Retirement System |
50,100 |
48,000 |
-2,100 |
-4.19% |
New Mexico Educational Retirement Board |
43,510 |
41,710 |
-1,800 |
-4.14% |
Canal Capital Management LLC |
2,088 |
2,002 |
-86 |
-4.12% |
AlphaMark Advisors LLC |
73 |
70 |
-3 |
-4.11% |
Orser Capital Management LLC |
8,722 |
8,387 |
-335 |
-3.84% |
Agate Pass Investment Management LLC |
7,368 |
7,088 |
-280 |
-3.80% |
B & T Capital Management DBA Alpha Capital Management |
6,694 |
6,448 |
-246 |
-3.67% |
Harbour Trust & Investment Management Co |
41,183 |
39,680 |
-1,503 |
-3.65% |
New Century Financial Group LLC |
2,216 |
2,136 |
-80 |
-3.61% |
Alpha Omega Wealth Management LLC |
6,482 |
6,249 |
-233 |
-3.59% |
Douglas Lane & Associates LLC |
230,892 |
222,728 |
-8,164 |
-3.54% |
Arden Trust Co |
879 |
848 |
-31 |
-3.53% |
Thrive Wealth Management LLC |
3,944 |
3,805 |
-139 |
-3.52% |
Optimum Investment Advisors |
5,575 |
5,385 |
-190 |
-3.41% |
CHICAGO TRUST Co NA |
5,154 |
4,981 |
-173 |
-3.36% |
Sapient Capital LLC |
97,162 |
93,907 |
-3,255 |
-3.35% |
Factory Mutual Insurance Co. |
42,200 |
40,800 |
-1,400 |
-3.32% |
Harvey Investment Co. LLC |
46,086 |
44,561 |
-1,525 |
-3.31% |
Monumental Financial Group Inc. |
2,915 |
2,820 |
-95 |
-3.26% |
Daymark Wealth Partners LLC |
5,934 |
5,742 |
-192 |
-3.24% |
Manning & Napier Group LLC |
622,034 |
602,056 |
-19,978 |
-3.21% |
Pallas Capital Advisors LLC |
14,417 |
13,955 |
-462 |
-3.20% |
Kennedy Investment Group |
10,761 |
10,422 |
-339 |
-3.15% |
ERTS Wealth Advisors LLC |
1,264 |
1,225 |
-39 |
-3.09% |
Arlington Trust Co LLC |
1,699 |
1,647 |
-52 |
-3.06% |
Fortitude Family Office LLC |
559 |
542 |
-17 |
-3.04% |
Kingswood Wealth Advisors LLC |
8,799 |
8,533 |
-266 |
-3.02% |
Greenfield Savings Bank |
8,758 |
8,494 |
-264 |
-3.01% |
Everett Harris & Co. CA |
49,539 |
48,075 |
-1,464 |
-2.96% |
First Hawaiian Bank |
12,317 |
11,955 |
-362 |
-2.94% |
Steigerwald Gordon & Koch Inc. |
1,521 |
1,477 |
-44 |
-2.89% |
Smith Anglin Financial LLC |
1,273 |
1,237 |
-36 |
-2.83% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,551,162 |
1,507,779 |
-43,383 |
-2.80% |
Sunbelt Securities Inc. |
9,383 |
9,123 |
-260 |
-2.77% |
Gateway Investment Advisers LLC |
143,267 |
139,306 |
-3,961 |
-2.76% |
Rockland Trust Co. |
63,636 |
61,878 |
-1,758 |
-2.76% |
Corundum Group Inc. |
1,612 |
1,569 |
-43 |
-2.67% |
Citizens Business Bank |
9,298 |
9,051 |
-247 |
-2.66% |
Baker Chad R |
45,475 |
44,295 |
-1,180 |
-2.59% |
BNC Wealth Management LLC |
3,026 |
2,949 |
-77 |
-2.54% |
Cox Capital Mgt LLC |
7,682 |
7,496 |
-186 |
-2.42% |
Montis Financial LLC |
847 |
827 |
-20 |
-2.36% |
TCP Asset Management LLC |
513 |
501 |
-12 |
-2.34% |
New Hampshire Trust |
6,505 |
6,353 |
-152 |
-2.34% |
Perpetual Ltd |
7,564 |
7,388 |
-176 |
-2.33% |
S.E.E.D. Planning Group LLC |
11,723 |
11,453 |
-270 |
-2.30% |
Mechanics Bank Trust Department |
5,188 |
5,069 |
-119 |
-2.29% |
4J Wealth Management LLC |
3,027 |
2,960 |
-67 |
-2.21% |
State of Alaska Department of Revenue |
140,259 |
137,194 |
-3,065 |
-2.19% |
Aspiriant LLC |
3,545 |
3,468 |
-77 |
-2.17% |
Premier Path Wealth Partners LLC |
4,660 |
4,560 |
-100 |
-2.15% |
Shepherd Financial Partners LLC |
3,559 |
3,483 |
-76 |
-2.14% |
Fiduciary Alliance LLC |
813 |
796 |
-17 |
-2.09% |
Tilia Fiduciary Partners Inc. |
1,863 |
1,824 |
-39 |
-2.09% |
PSI Advisors LLC |
1,831 |
1,793 |
-38 |
-2.08% |
XXEC Inc. |
28,713 |
28,140 |
-573 |
-2.00% |
Forza Wealth Management LLC |
1,780 |
1,745 |
-35 |
-1.97% |
Lantz Financial LLC |
1,087 |
1,066 |
-21 |
-1.93% |
Charles Schwab Trust Co |
7,808 |
7,659 |
-149 |
-1.91% |
Dixon Mitchell Investment Counsel Inc. |
35,082 |
34,427 |
-655 |
-1.87% |
Charter Trust Co. |
18,531 |
18,185 |
-346 |
-1.87% |
Intrinsic Value Partners LLC |
811 |
796 |
-15 |
-1.85% |
Ausdal Financial Partners Inc. |
1,249 |
1,226 |
-23 |
-1.84% |
Wallace Advisory Group LLC |
4,035 |
3,963 |
-72 |
-1.78% |
Cookson Peirce & Co. Inc. |
29,575 |
29,053 |
-522 |
-1.77% |
Wedge Capital Management L L P NC |
1,426 |
1,401 |
-25 |
-1.75% |
Fortune Financial Advisors LLC |
7,853 |
7,720 |
-133 |
-1.69% |
D. B. Root & Company LLC |
3,245 |
3,190 |
-55 |
-1.69% |
Abner Herrman & Brock LLC |
44,240 |
43,507 |
-733 |
-1.66% |
Vivid Wealth Management LLC |
7,751 |
7,625 |
-126 |
-1.63% |
Eagle Ridge Investment Management |
34,002 |
33,451 |
-551 |
-1.62% |
Regatta Capital Group LLC |
2,865 |
2,820 |
-45 |
-1.57% |
Country Club Bank GFN |
6,769 |
6,664 |
-105 |
-1.55% |
Community Bank & Trust Waco Texas |
4,569 |
4,501 |
-68 |
-1.49% |
Oak Harvest Investment Services |
19,653 |
19,366 |
-287 |
-1.46% |
FirstPurpose Wealth LLC |
2,231 |
2,200 |
-31 |
-1.39% |
Asset Dedication LLC |
9,976 |
9,837 |
-139 |
-1.39% |
Sendero Wealth Management LLC |
4,511 |
4,449 |
-62 |
-1.37% |
Progressive Investment Management Corp |
20,223 |
19,950 |
-273 |
-1.35% |
SeaCrest Wealth Management LLC |
2,713 |
2,677 |
-36 |
-1.33% |
Elite Wealth Management Inc. |
14,011 |
13,828 |
-183 |
-1.31% |
Nepsis Inc. |
36,567 |
36,094 |
-473 |
-1.29% |
Fulcrum Capital LLC |
29,446 |
29,076 |
-370 |
-1.26% |
WD Rutherford LLC |
8,602 |
8,497 |
-105 |
-1.22% |
Solstein Capital LLC |
1,882 |
1,859 |
-23 |
-1.22% |
Pinnacle Bank |
741 |
732 |
-9 |
-1.21% |
Buckley Wealth Management LLC |
2,490 |
2,460 |
-30 |
-1.20% |
Astoria Portfolio Advisors LLC. |
1,423 |
1,406 |
-17 |
-1.19% |
Marshall & Sullivan Inc. WA |
15,282 |
15,100 |
-182 |
-1.19% |
Wendell David Associates Inc. |
123,970 |
122,510 |
-1,460 |
-1.18% |
Campbell Newman Asset Management Inc. |
72,333 |
71,483 |
-850 |
-1.18% |
Crescent Sterling Ltd. |
1,718 |
1,698 |
-20 |
-1.16% |
Dakota Wealth Management |
12,590 |
12,444 |
-146 |
-1.16% |
BSW Wealth Partners |
1,907 |
1,885 |
-22 |
-1.15% |
Compass Wealth Management LLC |
4,500 |
4,450 |
-50 |
-1.11% |
KRS Capital Management LLC |
2,724 |
2,694 |
-30 |
-1.10% |
SJS Investment Consulting Inc. |
92 |
91 |
-1 |
-1.09% |
PFG Private Wealth Management LLC |
366 |
362 |
-4 |
-1.09% |
Wagner Wealth Management LLC |
642 |
635 |
-7 |
-1.09% |
Toth Financial Advisory Corp |
27,538 |
27,250 |
-288 |
-1.05% |
New Capital Management LP |
2,164 |
2,142 |
-22 |
-1.02% |
Congress Wealth Management LLC DE |
7,226 |
7,153 |
-73 |
-1.01% |
Denver Wealth Management Inc. |
701 |
694 |
-7 |
-1.00% |
Parsons Capital Management Inc. RI |
14,544 |
14,399 |
-145 |
-1.00% |
Ayrshire Capital Management LLC |
15,436 |
15,288 |
-148 |
-0.96% |
Cambridge Investment Research Advisors Inc. |
88,552 |
87,707 |
-845 |
-0.95% |
Amarillo National Bank |
5,291 |
5,241 |
-50 |
-0.95% |
Beese Fulmer Investment Management Inc. |
69,695 |
69,032 |
-663 |
-0.95% |
Carmichael Hill & Associates Inc. |
4,967 |
4,921 |
-46 |
-0.93% |
Cigna Investments Inc. New |
8,883 |
8,802 |
-81 |
-0.91% |
Gradient Investments LLC |
20,175 |
20,001 |
-174 |
-0.86% |
HMS Capital Management LLC |
3,416 |
3,387 |
-29 |
-0.85% |
New World Advisors LLC |
1,306 |
1,295 |
-11 |
-0.84% |
Bath Savings Trust Co |
103,566 |
102,732 |
-834 |
-0.81% |
Pitti Group Wealth Management LLC |
497 |
493 |
-4 |
-0.80% |
Cedar Brook Financial Partners LLC |
2,380 |
2,361 |
-19 |
-0.80% |
Childress Capital Advisors LLC |
2,322 |
2,304 |
-18 |
-0.78% |
Red Door Wealth Management LLC |
638 |
633 |
-5 |
-0.78% |
Affinity Capital Advisors LLC |
2,802 |
2,781 |
-21 |
-0.75% |
Sky Investment Group LLC |
24,618 |
24,433 |
-185 |
-0.75% |
Hall Laurie J Trustee |
14,683 |
14,575 |
-108 |
-0.74% |
IFM Investors Pty Ltd |
171,587 |
170,342 |
-1,245 |
-0.73% |
Private Capital Management LLC |
3,265 |
3,242 |
-23 |
-0.70% |
Dynamic Advisor Solutions LLC |
19,305 |
19,169 |
-136 |
-0.70% |
DHJJ Financial Advisors Ltd. |
732 |
727 |
-5 |
-0.68% |
Raymond James & Associates |
1,201,927 |
1,193,785 |
-8,142 |
-0.68% |
Papp L Roy & Associates |
26,040 |
25,874 |
-166 |
-0.64% |
Oak Family Advisors LLC |
8,883 |
8,829 |
-54 |
-0.61% |
MBE Wealth Management LLC |
1,176 |
1,169 |
-7 |
-0.60% |
West Coast Financial LLC |
39,139 |
38,910 |
-229 |
-0.59% |
Contravisory Investment Management Inc. |
18,838 |
18,727 |
-111 |
-0.59% |
Ferguson Wellman Capital Management Inc. |
14,465 |
14,379 |
-86 |
-0.59% |
Coastal Investment Advisors Inc. |
6,018 |
5,985 |
-33 |
-0.55% |
Raymond James Financial Services Advisors Inc. |
295,061 |
293,456 |
-1,605 |
-0.54% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
4,062 |
4,041 |
-21 |
-0.52% |
Perennial Advisors LLC |
25,725 |
25,592 |
-133 |
-0.52% |
Busey Wealth Management |
87,458 |
87,001 |
-457 |
-0.52% |
McLean Asset Management Corp |
1,755 |
1,746 |
-9 |
-0.51% |
Navalign LLC |
1,184 |
1,178 |
-6 |
-0.51% |
Winthrop Advisory Group LLC |
2,564 |
2,551 |
-13 |
-0.51% |
Avitas Wealth Management LLC |
12,432 |
12,368 |
-64 |
-0.51% |
Congress Asset Management Co. MA |
35,732 |
35,550 |
-182 |
-0.51% |
Fruth Investment Management |
21,181 |
21,076 |
-105 |
-0.50% |
Applied Capital LLC FL |
6,112 |
6,083 |
-29 |
-0.47% |
Lockerman Financial Group Inc. |
843 |
839 |
-4 |
-0.47% |
Archford Capital Strategies LLC |
6,582 |
6,552 |
-30 |
-0.46% |
Sumitomo Mitsui Trust Holdings Inc. |
2,113,194 |
2,103,371 |
-9,823 |
-0.46% |
Atwood & Palmer Inc. |
64,070 |
63,788 |
-282 |
-0.44% |
CENTRAL TRUST Co |
40,549 |
40,375 |
-174 |
-0.43% |
Exchange Bank |
1,222 |
1,217 |
-5 |
-0.41% |
Spire Wealth Management |
58,069 |
57,832 |
-237 |
-0.41% |
Reliant Investment Management LLC |
9,870 |
9,830 |
-40 |
-0.41% |
Carret Asset Management LLC |
12,505 |
12,455 |
-50 |
-0.40% |
Tevis Investment Management |
1,656 |
1,650 |
-6 |
-0.36% |
Octavia Wealth Advisors LLC |
642 |
640 |
-2 |
-0.31% |
Boltwood Capital Management |
1,960 |
1,954 |
-6 |
-0.31% |
Grimes & Company Inc. |
7,601 |
7,579 |
-22 |
-0.29% |
Addenda Capital Inc. |
15,066 |
15,024 |
-42 |
-0.28% |
Guyasuta Investment Advisors Inc. |
158,652 |
158,250 |
-402 |
-0.25% |
Sunpointe LLC |
1,305 |
1,302 |
-3 |
-0.23% |
Birinyi Associates Inc. |
49,035 |
48,924 |
-111 |
-0.23% |
Channel Wealth LLC |
501 |
500 |
-1 |
-0.20% |
Lincoln Capital LLC |
65,003 |
64,882 |
-121 |
-0.19% |
Financial Perspectives Inc |
1,185 |
1,183 |
-2 |
-0.17% |
Metropolis Capital Ltd |
327,118 |
326,558 |
-560 |
-0.17% |
TriaGen Wealth Management LLC |
4,515 |
4,508 |
-7 |
-0.16% |
UMA Financial Services Inc. |
1,848 |
1,845 |
-3 |
-0.16% |
Spence Asset Management |
69,048 |
68,960 |
-88 |
-0.13% |
Clarity Wealth Advisors LLC |
1,637 |
1,635 |
-2 |
-0.12% |
Wealthfront Advisers LLC |
88,670 |
88,562 |
-108 |
-0.12% |
Inspirion Wealth Advisors LLC |
8,952 |
8,943 |
-9 |
-0.10% |
America First Investment Advisors LLC |
44,209 |
44,171 |
-38 |
-0.09% |
Boston Trust Walden Corp |
6,394 |
6,389 |
-5 |
-0.08% |
Harbor Investment Advisory LLC |
25,688 |
25,669 |
-19 |
-0.07% |
Detalus Advisors LLC |
1,711 |
1,710 |
-1 |
-0.06% |
Acropolis Investment Management LLC |
2,928 |
2,927 |
-1 |
-0.03% |
13F Filers Exiting MA |
Sollinda Capital Management LLC |
949 |
0 |
-949 |
-100.00% |
BKM Wealth Management LLC |
36 |
0 |
-36 |
-100.00% |
CGC Financial Services LLC |
35 |
0 |
-35 |
-100.00% |
Park Edge Advisors LLC |
1,986 |
0 |
-1,986 |
-100.00% |
McGlone Suttner Wealth Management Inc. |
305 |
0 |
-305 |
-100.00% |
Independent Wealth Network Inc. |
711 |
0 |
-711 |
-100.00% |
Level Financial Advisors Inc. |
5 |
0 |
-5 |
-100.00% |
RWM Asset Management LLC |
1,078 |
0 |
-1,078 |
-100.00% |
Flower City Capital |
484 |
0 |
-484 |
-100.00% |
MADDEN SECURITIES Corp |
739 |
0 |
-739 |
-100.00% |
Curated Wealth Partners LLC |
3,773 |
0 |
-3,773 |
-100.00% |
BlueSky Wealth Advisors LLC |
640 |
0 |
-640 |
-100.00% |
Harfst & Associates Inc. |
1,022 |
0 |
-1,022 |
-100.00% |
Carlson Capital Management |
1,233 |
0 |
-1,233 |
-100.00% |
Perkins Coie Trust Co |
13 |
0 |
-13 |
-100.00% |
Arlington Partners LLC |
1,289 |
0 |
-1,289 |
-100.00% |
Rational Advisors LLC |
1,535 |
0 |
-1,535 |
-100.00% |
Courier Capital LLC |
746 |
0 |
-746 |
-100.00% |