Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing MAR Share Count |
Roble Belko & Company Inc |
11 |
104 |
+93 |
+845.45% |
Dakota Wealth Management |
2,006 |
7,477 |
+5,471 |
+272.73% |
Wesbanco Bank Inc. |
1,925 |
4,945 |
+3,020 |
+156.88% |
Stratos Wealth Partners LTD. |
9,079 |
21,927 |
+12,848 |
+141.51% |
Exchange Traded Concepts LLC |
200 |
478 |
+278 |
+139.00% |
Brookstone Capital Management |
1,136 |
2,633 |
+1,497 |
+131.78% |
Wealth Enhancement Advisory Services LLC |
18,302 |
38,998 |
+20,696 |
+113.08% |
V Square Quantitative Management LLC |
996 |
2,004 |
+1,008 |
+101.20% |
Central Bank & Trust Co. |
2,497 |
3,812 |
+1,315 |
+52.66% |
Robeco Institutional Asset Management B.V. |
27,786 |
39,668 |
+11,882 |
+42.76% |
Steel Peak Wealth Management LLC |
2,092 |
2,879 |
+787 |
+37.62% |
GAMMA Investing LLC |
1,219 |
1,656 |
+437 |
+35.85% |
Summit Trail Advisors LLC |
1,460 |
1,912 |
+452 |
+30.96% |
Miracle Mile Advisors LLC |
2,081 |
2,700 |
+619 |
+29.75% |
Park Avenue Securities LLC |
2,576 |
3,252 |
+676 |
+26.24% |
CWM LLC |
6,124 |
7,680 |
+1,556 |
+25.41% |
Montecito Bank & Trust |
1,581 |
1,977 |
+396 |
+25.05% |
Salem Investment Counselors Inc. |
49 |
60 |
+11 |
+22.45% |
Western Financial Corp CA |
3,523 |
4,266 |
+743 |
+21.09% |
Valeo Financial Advisors LLC |
2,199 |
2,635 |
+436 |
+19.83% |
Veriti Management LLC |
4,038 |
4,838 |
+800 |
+19.81% |
Capital Advisors Ltd. LLC |
21 |
25 |
+4 |
+19.05% |
Raymond James Financial Services Advisors Inc. |
101,527 |
115,805 |
+14,278 |
+14.06% |
Private Trust Co. NA |
2,607 |
2,972 |
+365 |
+14.00% |
Aspire Private Capital LLC |
3,282 |
3,741 |
+459 |
+13.99% |
Main Street Financial Solutions LLC |
1,228 |
1,396 |
+168 |
+13.68% |
Harbor Investment Advisory LLC |
567,543 |
635,202 |
+67,659 |
+11.92% |
Wedmont Private Capital |
2,868 |
3,174 |
+306 |
+10.67% |
Nilsine Partners LLC |
2,113 |
2,331 |
+218 |
+10.32% |
Eads & Heald Wealth Management |
5,444 |
5,938 |
+494 |
+9.07% |
Ballentine Partners LLC |
4,420 |
4,729 |
+309 |
+6.99% |
McGlone Suttner Wealth Management Inc. |
944 |
1,010 |
+66 |
+6.99% |
Bremer Bank National Association |
16,365 |
17,441 |
+1,076 |
+6.58% |
Tilia Fiduciary Partners Inc. |
7,856 |
8,342 |
+486 |
+6.19% |
Kowal Investment Group LLC |
1,574 |
1,665 |
+91 |
+5.78% |
Perpetual Ltd |
1,364 |
1,441 |
+77 |
+5.65% |
Fulton Bank N.A. |
3,270 |
3,453 |
+183 |
+5.60% |
MinichMacGregor Wealth Management LLC |
25,681 |
27,028 |
+1,347 |
+5.25% |
First Bank & Trust |
1,590 |
1,671 |
+81 |
+5.09% |
Carlson Capital Management |
1,865 |
1,959 |
+94 |
+5.04% |
Northstar Group Inc. |
1,686 |
1,766 |
+80 |
+4.74% |
Ritholtz Wealth Management |
5,266 |
5,502 |
+236 |
+4.48% |
Segment Wealth Management LLC |
47,465 |
49,555 |
+2,090 |
+4.40% |
Manchester Financial Inc. |
1,938 |
2,023 |
+85 |
+4.39% |
HF Advisory Group LLC |
6,077 |
6,344 |
+267 |
+4.39% |
Perkins Coie Trust Co |
8,770 |
9,122 |
+352 |
+4.01% |
Chemung Canal Trust Co. |
1,105 |
1,146 |
+41 |
+3.71% |
Capital Investment Advisors LLC |
5,975 |
6,195 |
+220 |
+3.68% |
Allspring Global Investments Holdings LLC |
14,121 |
14,627 |
+506 |
+3.58% |
Ignite Planners LLC |
987 |
1,020 |
+33 |
+3.34% |
Drive Wealth Management LLC |
2,383 |
2,459 |
+76 |
+3.19% |
Blue Bell Private Wealth Management LLC |
203 |
209 |
+6 |
+2.96% |
Flagship Harbor Advisors LLC |
2,545 |
2,620 |
+75 |
+2.95% |
GenTrust LLC |
14,020 |
14,420 |
+400 |
+2.85% |
McAdam LLC |
1,419 |
1,457 |
+38 |
+2.68% |
Catalyst Capital Advisors LLC |
5,588 |
5,725 |
+137 |
+2.45% |
Parsons Capital Management Inc. RI |
1,050 |
1,075 |
+25 |
+2.38% |
RFG Advisory LLC |
1,102 |
1,128 |
+26 |
+2.36% |
Trifecta Capital Advisors LLC |
9,815 |
10,028 |
+213 |
+2.17% |
MV Capital Management Inc. |
2,969 |
3,023 |
+54 |
+1.82% |
Trust Point Inc. |
6,814 |
6,936 |
+122 |
+1.79% |
Valley National Advisers Inc. |
752 |
765 |
+13 |
+1.73% |
Confluence Wealth Services Inc. |
1,706 |
1,735 |
+29 |
+1.70% |
Essex Financial Services Inc. |
3,597 |
3,649 |
+52 |
+1.45% |
PFG Private Wealth Management LLC |
692 |
702 |
+10 |
+1.45% |
Wealthfront Advisers LLC |
16,512 |
16,738 |
+226 |
+1.37% |
Leeward Financial Partners LLC |
4,081 |
4,130 |
+49 |
+1.20% |
Kathmere Capital Management LLC |
3,557 |
3,599 |
+42 |
+1.18% |
Moody National Bank Trust Division |
3,631 |
3,673 |
+42 |
+1.16% |
CVA Family Office LLC |
175 |
177 |
+2 |
+1.14% |
Financial Management Professionals Inc. |
93 |
94 |
+1 |
+1.08% |
Moody Lynn & Lieberson LLC |
43,270 |
43,720 |
+450 |
+1.04% |
Venturi Wealth Management LLC |
96 |
97 |
+1 |
+1.04% |
American National Bank |
30,491 |
30,794 |
+303 |
+0.99% |
Oak Harvest Investment Services |
3,148 |
3,179 |
+31 |
+0.98% |
First Fiduciary Investment Counsel Inc. |
38,600 |
38,908 |
+308 |
+0.80% |
Artemis Investment Management LLP |
2,484 |
2,502 |
+18 |
+0.72% |
Range Financial Group LLC |
9,261 |
9,322 |
+61 |
+0.66% |
Gulf International Bank UK Ltd |
21,145 |
21,274 |
+129 |
+0.61% |
Rockland Trust Co. |
1,752 |
1,761 |
+9 |
+0.51% |
PFW Advisors LLC |
1,360 |
1,367 |
+7 |
+0.51% |
Greenfield Savings Bank |
3,434 |
3,451 |
+17 |
+0.50% |
State of Alaska Department of Revenue |
26,639 |
26,769 |
+130 |
+0.49% |
Czech National Bank |
43,209 |
43,407 |
+198 |
+0.46% |
Charter Oak Capital Management LLC |
2,283 |
2,293 |
+10 |
+0.44% |
Shepherd Financial Partners LLC |
1,166 |
1,171 |
+5 |
+0.43% |
Cyndeo Wealth Partners LLC |
2,376 |
2,386 |
+10 |
+0.42% |
Sapient Capital LLC |
63,898 |
64,123 |
+225 |
+0.35% |
Pallas Capital Advisors LLC |
19,215 |
19,269 |
+54 |
+0.28% |
Sterling Financial Group Inc. |
1,739 |
1,743 |
+4 |
+0.23% |
Fragasso Group Inc. |
896 |
898 |
+2 |
+0.22% |
PFS Partners LLC |
3,259 |
3,265 |
+6 |
+0.18% |
Nicholas Hoffman & Company LLC. |
1,203 |
1,205 |
+2 |
+0.17% |
Cedar Brook Financial Partners LLC |
2,393 |
2,397 |
+4 |
+0.17% |
State of Michigan Retirement System |
67,536 |
67,636 |
+100 |
+0.15% |
Ellenbecker Investment Group |
2,005 |
2,008 |
+3 |
+0.15% |
Octavia Wealth Advisors LLC |
1,114 |
1,115 |
+1 |
+0.09% |
Paragon Capital Management Ltd |
1,532 |
1,533 |
+1 |
+0.07% |
Cypress Wealth Services LLC |
8,560 |
8,566 |
+6 |
+0.07% |
Wealthcare Advisory Partners LLC |
1,570 |
1,571 |
+1 |
+0.06% |
13F Filers Reporting New Positions In MAR |
ZRC Wealth Management LLC |
0 |
0 |
UNCH |
100% |
Burns J W & Co. Inc. NY |
0 |
835 |
+835 |
+100% |
Westend Capital Management LLC |
0 |
26 |
+26 |
+100% |
Hanson & Doremus Investment Management |
0 |
31 |
+31 |
+100% |
Northwest Investment Counselors LLC |
0 |
20 |
+20 |
+100% |
Mather Group LLC. |
0 |
697 |
+697 |
+100% |
Riverview Trust Co |
0 |
87 |
+87 |
+100% |
BTC Capital Management Inc. |
0 |
29,812 |
+29,812 |
+100% |
Parkside Investments LLC |
0 |
2,000 |
+2,000 |
+100% |
GenWealth Group Inc. |
0 |
807 |
+807 |
+100% |
Monument Capital Management |
0 |
896 |
+896 |
+100% |
Oak Thistle LLC |
0 |
2,722 |
+2,722 |
+100% |
Coastal Investment Advisors Inc. |
0 |
545 |
+545 |
+100% |
OneAscent Financial Services LLC |
0 |
1,481 |
+1,481 |
+100% |
Rise Advisors LLC |
0 |
162 |
+162 |
+100% |
McLean Asset Management Corp |
0 |
816 |
+816 |
+100% |
Annapolis Financial Services LLC |
0 |
135 |
+135 |
+100% |
OneAscent Wealth Management LLC |
0 |
1,183 |
+1,183 |
+100% |
Canvas Wealth Advisors LLC |
0 |
946 |
+946 |
+100% |
Hennion & Walsh Asset Management Inc. |
0 |
2,786 |
+2,786 |
+100% |
Newbridge Financial Services Group Inc. |
0 |
183 |
+183 |
+100% |
Eagle Strategies LLC |
0 |
3,702 |
+3,702 |
+100% |
Redmont Wealth Advisors LLC |
0 |
23 |
+23 |
+100% |
Simplicity Wealth LLC |
0 |
5,409 |
+5,409 |
+100% |
Global Assets Advisory LLC |
0 |
609,161 |
+609,161 |
+100% |
Park Place Capital Corp |
0 |
12 |
+12 |
+100% |
PFG Investments LLC |
0 |
1,725 |
+1,725 |
+100% |
Norden Group LLC |
0 |
31,245 |
+31,245 |
+100% |
Focus Financial Network Inc. |
0 |
2,674 |
+2,674 |
+100% |
Accordant Advisory Group Inc |
0 |
910 |
+910 |
+100% |
13F Filers With Unchanged Share Count |
Caldwell Sutter Capital Inc. |
200 |
200 |
UNCH |
0.00% |
First Financialcorp IN |
1,319 |
1,319 |
UNCH |
0.00% |
City Holding Co. |
2,517 |
2,517 |
UNCH |
0.00% |
Carret Asset Management LLC |
3,266 |
3,266 |
UNCH |
0.00% |
NBC Securities Inc. |
3,293 |
3,293 |
UNCH |
0.00% |
Toth Financial Advisory Corp |
817 |
817 |
UNCH |
0.00% |
Ferguson Wellman Capital Management Inc. |
2,972 |
2,972 |
UNCH |
0.00% |
Congress Asset Management Co. MA |
3,277 |
3,277 |
UNCH |
0.00% |
Gillespie Robinson & Grimm Inc. |
3,425 |
3,425 |
UNCH |
0.00% |
Tompkins Financial Corp |
979 |
979 |
UNCH |
0.00% |
Fishman Jay A Ltd. MI |
1,650 |
1,650 |
UNCH |
0.00% |
Norwood Financial Corp |
550 |
550 |
UNCH |
0.00% |
Duncker Streett & Co. Inc. |
1,599 |
1,599 |
UNCH |
0.00% |
Clifford Swan Investment Counsel LLC |
1,787 |
1,787 |
UNCH |
0.00% |
Optimum Investment Advisors |
275 |
275 |
UNCH |
0.00% |
Adirondack Trust Co. |
65 |
65 |
UNCH |
0.00% |
WASHINGTON TRUST Co |
2,705 |
2,705 |
UNCH |
0.00% |
Burke & Herbert Bank & Trust Co. |
3,095 |
3,095 |
UNCH |
0.00% |
Trust Co. of Virginia VA |
2,999 |
2,999 |
UNCH |
0.00% |
Carderock Capital Management Inc. |
1,718 |
1,718 |
UNCH |
0.00% |
Farmers & Merchants Investments Inc. |
181 |
181 |
UNCH |
0.00% |
SOL Capital Management CO |
2,000 |
2,000 |
UNCH |
0.00% |
AlphaMark Advisors LLC |
67 |
67 |
UNCH |
0.00% |
Bangor Savings Bank |
45 |
45 |
UNCH |
0.00% |
Baker Ellis Asset Management LLC |
1,400 |
1,400 |
UNCH |
0.00% |
Atlas Capital Advisors LLC |
19 |
19 |
UNCH |
0.00% |
Advance Capital Management Inc. |
1,363 |
1,363 |
UNCH |
0.00% |
Alta Advisers Ltd |
800 |
800 |
UNCH |
0.00% |
Westside Investment Management Inc. |
50 |
50 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
563 |
563 |
UNCH |
0.00% |
Consolidated Investment Group LLC |
25,981 |
25,981 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
18 |
18 |
UNCH |
0.00% |
JJJ Advisors Inc. |
53 |
53 |
UNCH |
0.00% |
Grassi Investment Management |
50,000 |
50,000 |
UNCH |
0.00% |
Burt Wealth Advisors |
4,894 |
4,894 |
UNCH |
0.00% |
Spectrum Asset Management Inc. NB CA |
2,020 |
2,020 |
UNCH |
0.00% |
Sunbelt Securities Inc. |
172 |
172 |
UNCH |
0.00% |
Covea Finance |
30,860 |
30,860 |
UNCH |
0.00% |
Westhampton Capital LLC |
1,242 |
1,242 |
UNCH |
0.00% |
Moisand Fitzgerald Tamayo LLC |
100 |
100 |
UNCH |
0.00% |
Sugarloaf Wealth Management LLC |
464 |
464 |
UNCH |
0.00% |
Cottage Street Advisors LLC |
10,300 |
10,300 |
UNCH |
0.00% |
Cornerstone Wealth Management LLC |
1,315 |
1,315 |
UNCH |
0.00% |
Kohmann Bosshard Financial Services LLC |
1,329 |
1,329 |
UNCH |
0.00% |
Symmetry Partners LLC |
2,171 |
2,171 |
UNCH |
0.00% |
Pinnacle Bank |
884 |
884 |
UNCH |
0.00% |
Parisi Gray Wealth Management |
1,488 |
1,488 |
UNCH |
0.00% |
Security National Bank |
80 |
80 |
UNCH |
0.00% |
Affiance Financial LLC |
3,678 |
3,678 |
UNCH |
0.00% |
Fulcrum Capital LLC |
2,000 |
2,000 |
UNCH |
0.00% |
Carmichael Hill & Associates Inc. |
4,655 |
4,655 |
UNCH |
0.00% |
Independence Bank of Kentucky |
35 |
35 |
UNCH |
0.00% |
Solstein Capital LLC |
130 |
130 |
UNCH |
0.00% |
Divergent Planning LLC |
3,191 |
3,191 |
UNCH |
0.00% |
Steigerwald Gordon & Koch Inc. |
1,456 |
1,456 |
UNCH |
0.00% |
Versant Capital Management Inc |
16 |
16 |
UNCH |
0.00% |
West Branch Capital LLC |
15 |
15 |
UNCH |
0.00% |
Essex Savings Bank |
1,428 |
1,428 |
UNCH |
0.00% |
Apexium Financial LP |
1,670 |
1,670 |
UNCH |
0.00% |
Criterion Capital Advisors LLC |
54 |
54 |
UNCH |
0.00% |
Yarbrough Capital LLC |
10,853 |
10,853 |
UNCH |
0.00% |
Financial Strategies Group Inc. |
856 |
856 |
UNCH |
0.00% |
Carolina Wealth Advisors LLC |
277 |
277 |
UNCH |
0.00% |
Maryland State Retirement & Pension System |
18,963 |
18,963 |
UNCH |
0.00% |
Pacifica Partners Inc. |
100 |
100 |
UNCH |
0.00% |
Sunburst Financial Group LLC |
2,497 |
2,497 |
UNCH |
0.00% |
Tsfg LLC |
907 |
907 |
UNCH |
0.00% |
S.A. Mason LLC |
544 |
544 |
UNCH |
0.00% |
RMR Wealth Builders |
1,378 |
1,378 |
UNCH |
0.00% |
Satovsky Asset Management LLC |
2,396 |
2,396 |
UNCH |
0.00% |
Royal Fund Management LLC |
6,601 |
6,601 |
UNCH |
0.00% |
Rosenberg Matthew Hamilton |
1,443 |
1,443 |
UNCH |
0.00% |
IAG Wealth Partners LLC |
32 |
32 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
10 |
10 |
UNCH |
0.00% |
Marshall Financial Group LLC |
4,673 |
4,673 |
UNCH |
0.00% |
IVC Wealth Advisors LLC |
1,000 |
1,000 |
UNCH |
0.00% |
West Financial Advisors LLC |
135 |
135 |
UNCH |
0.00% |
Cassia Capital Partners LLC |
2,286 |
2,286 |
UNCH |
0.00% |
Constitution Capital LLC |
1,296 |
1,296 |
UNCH |
0.00% |
Round Rock Advisors LLC |
2,549 |
2,549 |
UNCH |
0.00% |
Robbins Farley LLC |
38 |
38 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
98 |
98 |
UNCH |
0.00% |
Piscataqua Savings Bank |
50 |
50 |
UNCH |
0.00% |
Bank of New Hampshire |
7 |
7 |
UNCH |
0.00% |
SJS Investment Consulting Inc. |
20 |
20 |
UNCH |
0.00% |
Shearwater Capital LLC |
977 |
977 |
UNCH |
0.00% |
Morton Brown Family Wealth LLC |
759 |
759 |
UNCH |
0.00% |
Byrne Asset Management LLC |
25 |
25 |
UNCH |
0.00% |
O ROURKE & COMPANY Inc |
2,075 |
2,075 |
UNCH |
0.00% |
FSC Wealth Advisors LLC |
64 |
64 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
741 |
741 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
102 |
102 |
UNCH |
0.00% |
Fortitude Family Office LLC |
37 |
37 |
UNCH |
0.00% |
Milestone Asset Management LLC |
1,331 |
1,331 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
277 |
277 |
UNCH |
0.00% |
KLR Investment Advisors LLC |
1,397 |
1,397 |
UNCH |
0.00% |
Armstrong Fleming & Moore Inc |
13,600 |
13,600 |
UNCH |
0.00% |
Silvia Mccoll Wealth Management LLC |
960 |
960 |
UNCH |
0.00% |
13F Filers Decreasing MAR Share Count |
Gradient Investments LLC |
738 |
68 |
-670 |
-90.79% |
Los Angeles Capital Management & Equity Research Inc. |
259,829 |
68,359 |
-191,470 |
-73.69% |
Hexagon Capital Partners LLC |
429 |
114 |
-315 |
-73.43% |
Coston McIsaac & Partners |
32 |
10 |
-22 |
-68.75% |
Sendero Wealth Management LLC |
3,677 |
1,251 |
-2,426 |
-65.98% |
Little House Capital LLC |
6,530 |
2,393 |
-4,137 |
-63.35% |
Charles Schwab Trust Co |
3,265 |
1,486 |
-1,779 |
-54.49% |
U S Global Investors Inc. |
8,050 |
3,670 |
-4,380 |
-54.41% |
Sweet Financial Partners LLC |
4,444 |
2,189 |
-2,255 |
-50.74% |
Dynamic Advisor Solutions LLC |
3,000 |
1,688 |
-1,312 |
-43.73% |
Blodgett Wealth Advisors LLC |
1,136 |
836 |
-300 |
-26.41% |
Stratos Wealth Advisors LLC |
2,911 |
2,161 |
-750 |
-25.76% |
Occidental Asset Management LLC |
1,076 |
820 |
-256 |
-23.79% |
Symphony Financial Ltd. Co. |
3,850 |
2,956 |
-894 |
-23.22% |
Ausdal Financial Partners Inc. |
1,955 |
1,502 |
-453 |
-23.17% |
Sarasin & Partners LLP |
19,718 |
15,855 |
-3,863 |
-19.59% |
Regions Financial Corp |
8,572 |
6,905 |
-1,667 |
-19.45% |
Arlington Trust Co LLC |
59 |
48 |
-11 |
-18.64% |
Gateway Investment Advisers LLC |
31,239 |
25,428 |
-5,811 |
-18.60% |
Jessup Wealth Management Inc |
2,932 |
2,387 |
-545 |
-18.59% |
DNB Asset Management AS |
45,694 |
37,209 |
-8,485 |
-18.57% |
Daymark Wealth Partners LLC |
1,965 |
1,622 |
-343 |
-17.46% |
Amalgamated Bank |
64,147 |
53,181 |
-10,966 |
-17.10% |
Clarius Group LLC |
2,032 |
1,685 |
-347 |
-17.08% |
Wedge Capital Management L L P NC |
205,808 |
172,881 |
-32,927 |
-16.00% |
United Asset Strategies Inc. |
7,542 |
6,398 |
-1,144 |
-15.17% |
BKD Wealth Advisors LLC |
1,204 |
1,025 |
-179 |
-14.87% |
Pitti Group Wealth Management LLC |
2,827 |
2,417 |
-410 |
-14.50% |
Fifth Third Wealth Advisors LLC |
1,407 |
1,209 |
-198 |
-14.07% |
Diversified Trust Co |
18,342 |
15,897 |
-2,445 |
-13.33% |
Raymond James Trust N.A. |
7,807 |
6,773 |
-1,034 |
-13.24% |
Wetzel Investment Advisors Inc. |
147 |
128 |
-19 |
-12.93% |
Accurate Wealth Management LLC |
3,954 |
3,493 |
-461 |
-11.66% |
Abundance Wealth Counselors |
7,763 |
6,897 |
-866 |
-11.16% |
Spire Wealth Management |
50,669 |
46,225 |
-4,444 |
-8.77% |
KMG Fiduciary Partners LLC |
38,551 |
35,190 |
-3,361 |
-8.72% |
Herbst Group LLC |
7,250 |
6,650 |
-600 |
-8.28% |
Fortune Financial Advisors LLC |
3,313 |
3,042 |
-271 |
-8.18% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
1,594 |
1,466 |
-128 |
-8.03% |
AdvisorNet Financial Inc |
572 |
527 |
-45 |
-7.87% |
Global Retirement Partners LLC |
2,435 |
2,248 |
-187 |
-7.68% |
New Mexico Educational Retirement Board |
13,461 |
12,461 |
-1,000 |
-7.43% |
Triangle Securities Wealth Management |
3,213 |
2,979 |
-234 |
-7.28% |
International Assets Investment Management LLC |
1,531 |
1,420 |
-111 |
-7.25% |
SeaCrest Wealth Management LLC |
3,245 |
3,029 |
-216 |
-6.66% |
Meyer Handelman Co. |
6,198 |
5,813 |
-385 |
-6.21% |
CENTRAL TRUST Co |
975 |
918 |
-57 |
-5.85% |
Benchmark Financial Wealth Advisors LLC |
6,634 |
6,251 |
-383 |
-5.77% |
Aurum Wealth Management Group LLC |
2,896 |
2,732 |
-164 |
-5.66% |
NBT Bank N A NY |
3,055 |
2,885 |
-170 |
-5.56% |
Banque Cantonale Vaudoise |
8,461 |
8,021 |
-440 |
-5.20% |
Strategic Investment Advisors MI |
3,212 |
3,046 |
-166 |
-5.17% |
Weybosset Research & Management LLC |
975 |
925 |
-50 |
-5.13% |
Barrett & Company Inc. |
453 |
430 |
-23 |
-5.08% |
Fifth Third Bancorp |
140,684 |
133,599 |
-7,085 |
-5.04% |
Gilman Hill Asset Management LLC |
17,474 |
16,609 |
-865 |
-4.95% |
Cooper Financial Group |
2,236 |
2,142 |
-94 |
-4.20% |
CIC Wealth LLC |
1,924 |
1,846 |
-78 |
-4.05% |
Hartford Investment Management Co. |
16,631 |
15,970 |
-661 |
-3.97% |
RDA Financial Network |
1,031 |
991 |
-40 |
-3.88% |
Ipswich Investment Management Co. Inc. |
3,365 |
3,240 |
-125 |
-3.71% |
Contravisory Investment Management Inc. |
3,018 |
2,912 |
-106 |
-3.51% |
Oxinas Partners Wealth Management LLC |
8,749 |
8,449 |
-300 |
-3.43% |
Baldwin Brothers Inc. MA |
52,450 |
50,821 |
-1,629 |
-3.11% |
InTrack Investment Management Inc |
3,477 |
3,377 |
-100 |
-2.88% |
Louisiana State Employees Retirement System |
38,200 |
37,100 |
-1,100 |
-2.88% |
Raymond James & Associates |
556,217 |
542,064 |
-14,153 |
-2.54% |
MCF Advisors LLC |
1,181 |
1,153 |
-28 |
-2.37% |
Assenagon Asset Management S.A. |
5,083 |
4,964 |
-119 |
-2.34% |
Canandaigua National Bank & Trust Co. |
3,304 |
3,227 |
-77 |
-2.33% |
Abner Herrman & Brock LLC |
73,764 |
72,117 |
-1,647 |
-2.23% |
Congress Wealth Management LLC DE |
4,580 |
4,484 |
-96 |
-2.10% |
West Paces Advisors Inc. |
144 |
141 |
-3 |
-2.08% |
Johnson Bixby & Associates LLC |
1,888 |
1,851 |
-37 |
-1.96% |
Sumitomo Mitsui Trust Holdings Inc. |
627,930 |
615,758 |
-12,172 |
-1.94% |
Cigna Investments Inc. New |
2,597 |
2,550 |
-47 |
-1.81% |
ST Germain D J Co. Inc. |
3,693 |
3,632 |
-61 |
-1.65% |
Premier Path Wealth Partners LLC |
1,339 |
1,320 |
-19 |
-1.42% |
IFM Investors Pty Ltd |
52,386 |
51,701 |
-685 |
-1.31% |
Folger Nolan Fleming Douglas Capital Management Inc. |
59,871 |
59,156 |
-715 |
-1.19% |
Chicago Capital LLC |
4,597 |
4,543 |
-54 |
-1.17% |
Patten Group Inc. |
8,613 |
8,513 |
-100 |
-1.16% |
Wolff Wiese Magana LLC |
1,630 |
1,613 |
-17 |
-1.04% |
Compass Wealth Management LLC |
20,480 |
20,297 |
-183 |
-0.89% |
Kingswood Wealth Advisors LLC |
8,350 |
8,278 |
-72 |
-0.86% |
RWM Asset Management LLC |
17,017 |
16,897 |
-120 |
-0.71% |
Lincoln Capital LLC |
27,886 |
27,689 |
-197 |
-0.71% |
OLD National Bancorp IN |
1,166 |
1,158 |
-8 |
-0.69% |
Summit Financial LLC |
9,981 |
9,914 |
-67 |
-0.67% |
Massmutual Trust Co. FSB ADV |
22,280 |
22,130 |
-150 |
-0.67% |
Brown Advisory Inc. |
70,507 |
70,094 |
-413 |
-0.59% |
CX Institutional |
1,759 |
1,749 |
-10 |
-0.57% |
Mcdonald Partners LLC |
12,861 |
12,790 |
-71 |
-0.55% |
4J Wealth Management LLC |
1,171 |
1,166 |
-5 |
-0.43% |
PSI Advisors LLC |
240 |
239 |
-1 |
-0.42% |
Bouvel Investment Partners LLC |
11,486 |
11,439 |
-47 |
-0.41% |
Franklin Street Advisors Inc. NC |
78,642 |
78,332 |
-310 |
-0.39% |
Cambridge Investment Research Advisors Inc. |
36,768 |
36,634 |
-134 |
-0.36% |
Stillwater Capital Advisors LLC |
77,028 |
76,767 |
-261 |
-0.34% |
Bay Harbor Wealth Management LLC |
356 |
355 |
-1 |
-0.28% |
Fort Pitt Capital Group LLC |
1,948 |
1,944 |
-4 |
-0.21% |
Stonegate Investment Group LLC |
9,965 |
9,954 |
-11 |
-0.11% |
DekaBank Deutsche Girozentrale |
80,128 |
80,099 |
-29 |
-0.04% |
13F Filers Exiting MAR |
BKM Wealth Management LLC |
60 |
0 |
-60 |
-100.00% |
Bruce G. Allen Investments LLC |
5 |
0 |
-5 |
-100.00% |
Eaton Financial Holdings Company LLC |
27,262 |
0 |
-27,262 |
-100.00% |
Tennessee Valley Asset Management Partners |
43 |
0 |
-43 |
-100.00% |
Advisor Resource Council |
888 |
0 |
-888 |
-100.00% |
E Fund Management Hong Kong Co. Ltd. |
190 |
0 |
-190 |
-100.00% |
OmniStar Financial Group Inc. |
1,519 |
0 |
-1,519 |
-100.00% |
First Affirmative Financial Network |
913 |
0 |
-913 |
-100.00% |
CHICAGO TRUST Co NA |
1,353 |
0 |
-1,353 |
-100.00% |
Cutler Group LP |
12,968 |
0 |
-12,968 |
-100.00% |
HS Management Partners LLC |
213,208 |
0 |
-213,208 |
-100.00% |
Rational Advisors LLC |
5,588 |
0 |
-5,588 |
-100.00% |