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MA Holdings Changes image
This page summarizes the MA holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether MA is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 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%

See Summary: Institutional Holders of MA
See Details: Top 10 Hedge Funds Holding MA
Also See: MA Insider Buying

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