| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing O Share Count |
|---|
| Sound Income Strategies LLC |
2,256 |
209,785 |
+207,529 |
+9198.98% |
| Gateway Investment Advisers LLC |
25,256 |
285,207 |
+259,951 |
+1029.26% |
| Fortitude Family Office LLC |
8 |
46 |
+38 |
+475.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
150 |
850 |
+700 |
+466.67% |
| Country Trust Bank |
62 |
337 |
+275 |
+443.55% |
| Red Cedar Investment Management LLC |
4,640 |
23,605 |
+18,965 |
+408.73% |
| Robeco Institutional Asset Management B.V. |
30,639 |
116,685 |
+86,046 |
+280.84% |
| Brown Miller Wealth Management LLC |
8,619 |
32,104 |
+23,485 |
+272.48% |
| Congress Wealth Management LLC DE |
5,050 |
16,184 |
+11,134 |
+220.48% |
| Vanderbilt University |
14,409 |
45,635 |
+31,226 |
+216.71% |
| PFG Investments LLC |
11,366 |
32,871 |
+21,505 |
+189.20% |
| Revisor Wealth Management LLC |
5,486 |
13,601 |
+8,115 |
+147.92% |
| Harbour Trust & Investment Management Co |
5,579 |
12,881 |
+7,302 |
+130.88% |
| Financial Management Professionals Inc. |
16 |
33 |
+17 |
+106.25% |
| Center for Financial Planning Inc. |
580 |
1,171 |
+591 |
+101.90% |
| Toth Financial Advisory Corp |
1,071 |
2,065 |
+994 |
+92.81% |
| Verdence Capital Advisors LLC |
7,444 |
14,149 |
+6,705 |
+90.07% |
| Rosenberg Matthew Hamilton |
215 |
408 |
+193 |
+89.77% |
| Pensionfund DSM Netherlands |
89,335 |
166,370 |
+77,035 |
+86.23% |
| Perpetual Ltd |
41,868 |
77,818 |
+35,950 |
+85.87% |
| Kovack Advisors Inc. |
15,271 |
28,256 |
+12,985 |
+85.03% |
| Parsons Capital Management Inc. RI |
34,000 |
61,022 |
+27,022 |
+79.48% |
| Country Club Bank GFN |
60,445 |
103,871 |
+43,426 |
+71.84% |
| WASHINGTON TRUST Co |
300 |
497 |
+197 |
+65.67% |
| Pensionfund Sabic |
62,954 |
103,238 |
+40,284 |
+63.99% |
| Raymond James & Associates |
1,221,461 |
1,906,098 |
+684,637 |
+56.05% |
| Natixis Advisors L.P. |
144,132 |
213,675 |
+69,543 |
+48.25% |
| Bruce G. Allen Investments LLC |
373 |
552 |
+179 |
+47.99% |
| Abundance Wealth Counselors |
6,021 |
8,533 |
+2,512 |
+41.72% |
| Pinnacle Bank |
4,120 |
5,780 |
+1,660 |
+40.29% |
| Aspire Private Capital LLC |
137 |
192 |
+55 |
+40.15% |
| International Assets Investment Management LLC |
10,844 |
15,172 |
+4,328 |
+39.91% |
| Ashton Thomas Private Wealth LLC |
21,674 |
30,226 |
+8,552 |
+39.46% |
| Southland Equity Partners LLC |
12,331 |
16,031 |
+3,700 |
+30.01% |
| LexAurum Advisors LLC |
3,531 |
4,520 |
+989 |
+28.01% |
| Spire Wealth Management |
6,118 |
7,770 |
+1,652 |
+27.00% |
| Checchi Capital Advisers LLC |
10,642 |
13,477 |
+2,835 |
+26.64% |
| Channel Wealth LLC |
4,957 |
6,273 |
+1,316 |
+26.55% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
9,910 |
12,475 |
+2,565 |
+25.88% |
| IFM Investors Pty Ltd |
128,331 |
160,573 |
+32,242 |
+25.12% |
| Wealth Enhancement Advisory Services LLC |
103,353 |
129,096 |
+25,743 |
+24.91% |
| Optimum Investment Advisors |
1,450 |
1,800 |
+350 |
+24.14% |
| Raymond James Trust N.A. |
24,233 |
29,986 |
+5,753 |
+23.74% |
| RFG Advisory LLC |
26,001 |
31,939 |
+5,938 |
+22.84% |
| Zurcher Kantonalbank Zurich Cantonalbank |
448,837 |
545,827 |
+96,990 |
+21.61% |
| First Bank & Trust |
10,855 |
13,068 |
+2,213 |
+20.39% |
| Signature Wealth Management Group |
61,657 |
74,024 |
+12,367 |
+20.06% |
| M&R Capital Management Inc. |
2,013 |
2,416 |
+403 |
+20.02% |
| New Mexico Educational Retirement Board |
35,000 |
41,900 |
+6,900 |
+19.71% |
| N.E.W. Advisory Services LLC |
9,901 |
11,715 |
+1,814 |
+18.32% |
| Virginia Wealth Management Group Inc. |
29,527 |
34,653 |
+5,126 |
+17.36% |
| Cigna Investments Inc. New |
7,619 |
8,939 |
+1,320 |
+17.33% |
| Veriti Management LLC |
20,826 |
24,277 |
+3,451 |
+16.57% |
| GAMMA Investing LLC |
3,355 |
3,886 |
+531 |
+15.83% |
| Czech National Bank |
126,790 |
146,328 |
+19,538 |
+15.41% |
| Los Angeles Capital Management & Equity Research Inc. |
3,661 |
4,221 |
+560 |
+15.30% |
| Procyon Private Wealth Partners LLC |
5,557 |
6,405 |
+848 |
+15.26% |
| Global Retirement Partners LLC |
14,545 |
16,742 |
+2,197 |
+15.10% |
| State of Michigan Retirement System |
198,148 |
227,848 |
+29,700 |
+14.99% |
| Maryland State Retirement & Pension System |
56,374 |
64,709 |
+8,335 |
+14.79% |
| Crane Advisory LLC |
9,823 |
11,247 |
+1,424 |
+14.50% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
123,953 |
141,353 |
+17,400 |
+14.04% |
| United Asset Strategies Inc. |
82,429 |
93,846 |
+11,417 |
+13.85% |
| Applied Capital LLC FL |
17,155 |
19,524 |
+2,369 |
+13.81% |
| NBC Securities Inc. |
8,498 |
9,648 |
+1,150 |
+13.53% |
| JJJ Advisors Inc. |
3,125 |
3,546 |
+421 |
+13.47% |
| State of Alaska Department of Revenue |
449,082 |
508,990 |
+59,908 |
+13.34% |
| Fifth Third Bancorp |
51,504 |
58,351 |
+6,847 |
+13.29% |
| CAP Partners LLC |
6,458 |
7,309 |
+851 |
+13.18% |
| BKD Wealth Advisors LLC |
4,961 |
5,614 |
+653 |
+13.16% |
| Romano Brothers AND Company |
8,783 |
9,924 |
+1,141 |
+12.99% |
| Strategy Asset Managers LLC |
4,026 |
4,541 |
+515 |
+12.79% |
| Summit Financial LLC |
6,853 |
7,727 |
+874 |
+12.75% |
| Gulf International Bank UK Ltd |
61,629 |
69,299 |
+7,670 |
+12.45% |
| Bank of New York Mellon Corp |
5,379,678 |
6,017,618 |
+637,940 |
+11.86% |
| Manning & Napier Group LLC |
113,409 |
126,588 |
+13,179 |
+11.62% |
| Sumitomo Mitsui Trust Holdings Inc. |
3,972,638 |
4,424,346 |
+451,708 |
+11.37% |
| Brown Advisory Inc. |
11,447 |
12,734 |
+1,287 |
+11.24% |
| Park Avenue Securities LLC |
16,048 |
17,768 |
+1,720 |
+10.72% |
| Insight Folios Inc |
111,716 |
123,522 |
+11,806 |
+10.57% |
| Louisiana State Employees Retirement System |
43,800 |
48,400 |
+4,600 |
+10.50% |
| Financial Sense Advisors Inc. |
31,748 |
35,039 |
+3,291 |
+10.37% |
| Pasadena Private Wealth LLC |
14,428 |
15,909 |
+1,481 |
+10.26% |
| Berger Financial Group Inc |
3,785 |
4,170 |
+385 |
+10.17% |
| Hartford Investment Management Co. |
48,756 |
53,555 |
+4,799 |
+9.84% |
| Symphony Financial Ltd. Co. |
31,600 |
34,662 |
+3,062 |
+9.69% |
| Massmutual Trust Co. FSB ADV |
15,515 |
16,975 |
+1,460 |
+9.41% |
| Butensky & Cohen Financial Security Inc. |
62,445 |
68,082 |
+5,637 |
+9.03% |
| First National Bank of Mount Dora Trust Investment Services |
3,854 |
4,187 |
+333 |
+8.64% |
| Bfsg LLC |
46,821 |
50,846 |
+4,025 |
+8.60% |
| Walker Asset Management LLC |
4,939 |
5,361 |
+422 |
+8.54% |
| New York State Teachers Retirement System |
651,521 |
706,036 |
+54,515 |
+8.37% |
| Capital Investment Advisory Services LLC |
27,902 |
30,220 |
+2,318 |
+8.31% |
| Moseley Investment Management Inc. |
11,935 |
12,925 |
+990 |
+8.29% |
| Wealthfront Advisers LLC |
94,757 |
102,544 |
+7,787 |
+8.22% |
| Gradient Investments LLC |
2,987 |
3,230 |
+243 |
+8.14% |
| Naviter Wealth LLC |
40,428 |
43,636 |
+3,208 |
+7.94% |
| Silverlake Wealth Management LLC |
4,220 |
4,548 |
+328 |
+7.77% |
| Edmp Inc. |
17,537 |
18,874 |
+1,337 |
+7.62% |
| Godsey & Gibb Associates |
920 |
990 |
+70 |
+7.61% |
| Allworth Financial LP |
130,737 |
140,661 |
+9,924 |
+7.59% |
| Dynamic Advisor Solutions LLC |
11,570 |
12,371 |
+801 |
+6.92% |
| Congress Park Capital LLC |
3,750 |
4,000 |
+250 |
+6.67% |
| Spirit of America Management Corp NY |
30,985 |
33,033 |
+2,048 |
+6.61% |
| SeaCrest Wealth Management LLC |
4,796 |
5,102 |
+306 |
+6.38% |
| Private Trust Co. NA |
7,989 |
8,493 |
+504 |
+6.31% |
| Allen Capital Group LLC |
16,067 |
17,066 |
+999 |
+6.22% |
| Valley National Advisers Inc. |
520 |
552 |
+32 |
+6.15% |
| CWM LLC |
70,050 |
74,035 |
+3,985 |
+5.69% |
| Wolff Wiese Magana LLC |
1,150 |
1,210 |
+60 |
+5.22% |
| Portside Wealth Group LLC |
9,605 |
10,098 |
+493 |
+5.13% |
| Crescent Sterling Ltd. |
5,158 |
5,408 |
+250 |
+4.85% |
| West Paces Advisors Inc. |
8,679 |
9,093 |
+414 |
+4.77% |
| Scharf Investments LLC |
2,602,280 |
2,724,893 |
+122,613 |
+4.71% |
| Scott Capital Advisors LLC |
3,581 |
3,744 |
+163 |
+4.55% |
| Signet Financial Management LLC |
5,127 |
5,354 |
+227 |
+4.43% |
| Telos Capital Management Inc. |
95,391 |
99,380 |
+3,989 |
+4.18% |
| DekaBank Deutsche Girozentrale |
490,415 |
509,300 |
+18,885 |
+3.85% |
| Buckley Wealth Management LLC |
8,936 |
9,276 |
+340 |
+3.80% |
| Farmers & Merchants Investments Inc. |
89,769 |
93,074 |
+3,305 |
+3.68% |
| Cohen Investment Advisors LLC |
35,391 |
36,563 |
+1,172 |
+3.31% |
| Main Street Financial Solutions LLC |
4,372 |
4,512 |
+140 |
+3.20% |
| Perkins Coie Trust Co |
15,999 |
16,504 |
+505 |
+3.16% |
| Cambridge Investment Research Advisors Inc. |
468,460 |
482,997 |
+14,537 |
+3.10% |
| Keystone Wealth Services LLC |
3,893 |
4,013 |
+120 |
+3.08% |
| Sovereign Financial Group Inc. |
4,345 |
4,476 |
+131 |
+3.01% |
| Founders Financial Securities LLC |
20,431 |
21,029 |
+598 |
+2.93% |
| Wealth Alliance Advisory Group LLC |
9,250 |
9,504 |
+254 |
+2.75% |
| Miracle Mile Advisors LLC |
19,726 |
20,257 |
+531 |
+2.69% |
| Hudson Valley Investment Advisors Inc. ADV |
7,308 |
7,469 |
+161 |
+2.20% |
| LongView Wealth Management |
16,116 |
16,470 |
+354 |
+2.20% |
| First Affirmative Financial Network |
9,627 |
9,828 |
+201 |
+2.09% |
| Chicago Partners Investment Group LLC |
11,610 |
11,849 |
+239 |
+2.06% |
| Tyche Wealth Partners LLC |
5,183 |
5,287 |
+104 |
+2.01% |
| LVM Capital Management Ltd. MI |
100,497 |
102,122 |
+1,625 |
+1.62% |
| Lindbrook Capital LLC |
1,558 |
1,583 |
+25 |
+1.60% |
| Essex Financial Services Inc. |
13,221 |
13,420 |
+199 |
+1.51% |
| Regions Financial Corp |
6,428 |
6,524 |
+96 |
+1.49% |
| Albion Financial Group UT |
352 |
357 |
+5 |
+1.42% |
| Quad Cities Investment Group LLC |
9,025 |
9,151 |
+126 |
+1.40% |
| Griffin Asset Management Inc. |
23,670 |
23,952 |
+282 |
+1.19% |
| Panoramic Investment Advisors LLC |
6,464 |
6,541 |
+77 |
+1.19% |
| Ballentine Partners LLC |
7,824 |
7,908 |
+84 |
+1.07% |
| Stockman Wealth Management Inc. |
4,288 |
4,334 |
+46 |
+1.07% |
| Busey Wealth Management |
3,678 |
3,717 |
+39 |
+1.06% |
| Dupree Financial Group LLC |
87,701 |
88,624 |
+923 |
+1.05% |
| Park Place Capital Corp |
5,300 |
5,355 |
+55 |
+1.04% |
| V Square Quantitative Management LLC |
15,860 |
16,022 |
+162 |
+1.02% |
| Compass Ion Advisors LLC |
17,175 |
17,331 |
+156 |
+0.91% |
| SOA Wealth Advisors LLC. |
555 |
559 |
+4 |
+0.72% |
| Silver Lake Advisory LLC |
46,856 |
47,159 |
+303 |
+0.65% |
| Allspring Global Investments Holdings LLC |
39,812 |
40,067 |
+255 |
+0.64% |
| Ausdal Financial Partners Inc. |
7,562 |
7,610 |
+48 |
+0.63% |
| Exchange Traded Concepts LLC |
89,864 |
90,324 |
+460 |
+0.51% |
| L.M. Kohn & Company |
15,408 |
15,484 |
+76 |
+0.49% |
| Fort Pitt Capital Group LLC |
52,665 |
52,913 |
+248 |
+0.47% |
| Central Valley Advisors LLC |
3,946 |
3,964 |
+18 |
+0.46% |
| Family Legacy Inc. |
9,650 |
9,690 |
+40 |
+0.41% |
| Harbor Investment Advisory LLC |
14,466 |
14,524 |
+58 |
+0.40% |
| Cascade Investment Advisors Inc. |
21,776 |
21,851 |
+75 |
+0.34% |
| Stratos Wealth Partners LTD. |
95,434 |
95,692 |
+258 |
+0.27% |
| SignalPoint Asset Management LLC |
6,070 |
6,085 |
+15 |
+0.25% |
| Amalgamated Bank |
174,402 |
174,679 |
+277 |
+0.16% |
| Benedict Financial Advisors Inc. |
21,947 |
21,980 |
+33 |
+0.15% |
| Mather Group LLC. |
5,860 |
5,866 |
+6 |
+0.10% |
| CENTRAL TRUST Co |
1,674 |
1,675 |
+1 |
+0.06% |
| Sutton Place Investors LLC |
11,750 |
11,755 |
+5 |
+0.04% |
| Sandbox Financial Partners LLC |
3,876 |
3,877 |
+1 |
+0.03% |
| 13F Filers Reporting New Positions In O |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
4,586 |
+4,586 |
+100% |
| Miller Howard Investments Inc. NY |
0 |
99,060 |
+99,060 |
+100% |
| Tompkins Financial Corp |
0 |
1,750 |
+1,750 |
+100% |
| Norwood Financial Corp |
0 |
1,125 |
+1,125 |
+100% |
| Northwest Investment Counselors LLC |
0 |
500 |
+500 |
+100% |
| Tributary Capital Management LLC |
0 |
81 |
+81 |
+100% |
| IMC Chicago LLC |
0 |
85,973 |
+85,973 |
+100% |
| Simplex Trading LLC |
0 |
8,164 |
+8,164 |
+100% |
| Catalyst Capital Advisors LLC |
0 |
5,000 |
+5,000 |
+100% |
| Riverview Trust Co |
0 |
630 |
+630 |
+100% |
| CKW Financial Group |
0 |
75 |
+75 |
+100% |
| Teamwork Financial Advisors LLC |
0 |
4,155 |
+4,155 |
+100% |
| Foresight Capital Management Advisors Inc. |
0 |
15,561 |
+15,561 |
+100% |
| First PREMIER Bank |
0 |
103 |
+103 |
+100% |
| Alpha Omega Wealth Management LLC |
0 |
93,457 |
+93,457 |
+100% |
| Venturi Wealth Management LLC |
0 |
419 |
+419 |
+100% |
| Canal Capital Management LLC |
0 |
104,359 |
+104,359 |
+100% |
| Traynor Capital Management Inc. |
0 |
5,920 |
+5,920 |
+100% |
| Ibex Wealth Advisors |
0 |
45,105 |
+45,105 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
6,376 |
+6,376 |
+100% |
| Independence Bank of Kentucky |
0 |
3,460 |
+3,460 |
+100% |
| Martin Capital Partners LLC |
0 |
79,002 |
+79,002 |
+100% |
| Principle Wealth Partners LLC |
0 |
5,375 |
+5,375 |
+100% |
| Aurum Wealth Management Group LLC |
0 |
4,124 |
+4,124 |
+100% |
| Tsfg LLC |
0 |
1,524 |
+1,524 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
1,500 |
+1,500 |
+100% |
| Rise Advisors LLC |
0 |
420 |
+420 |
+100% |
| Iron Horse Wealth Management LLC |
0 |
20 |
+20 |
+100% |
| DHJJ Financial Advisors Ltd. |
0 |
18 |
+18 |
+100% |
| SJS Investment Consulting Inc. |
0 |
96 |
+96 |
+100% |
| Simplicity Wealth LLC |
0 |
22,626 |
+22,626 |
+100% |
| Sage Investment Advisers LLC |
0 |
6,412 |
+6,412 |
+100% |
| Register Financial Advisors LLC |
0 |
1,350 |
+1,350 |
+100% |
| Milestone Asset Management LLC |
0 |
5,872 |
+5,872 |
+100% |
| Core Wealth Partners LLC |
0 |
4,066 |
+4,066 |
+100% |
| Yoder Wealth Management Inc. |
0 |
3,707 |
+3,707 |
+100% |
| Norden Group LLC |
0 |
105,616 |
+105,616 |
+100% |
| Berry Wealth Group LP |
0 |
3,714 |
+3,714 |
+100% |
| Focus Financial Network Inc. |
0 |
8,188 |
+8,188 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| OLD National Bancorp IN |
4,826 |
4,826 |
UNCH |
0.00% |
| Barrett & Company Inc. |
284 |
284 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
6,039 |
6,039 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
666 |
666 |
UNCH |
0.00% |
| American National Bank |
427 |
427 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
350 |
350 |
UNCH |
0.00% |
| Bangor Savings Bank |
1,592 |
1,592 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
121 |
121 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,600 |
1,600 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
3,579 |
3,579 |
UNCH |
0.00% |
| Hendershot Investments Inc. |
8,812 |
8,812 |
UNCH |
0.00% |
| Alaska Permanent Fund Corp |
538 |
538 |
UNCH |
0.00% |
| Stanley Laman Group Ltd. |
18,285 |
18,285 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
47 |
47 |
UNCH |
0.00% |
| Trust Co |
1,197 |
1,197 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
136 |
136 |
UNCH |
0.00% |
| Community Bank & Trust Waco Texas |
8,430 |
8,430 |
UNCH |
0.00% |
| Founders Capital Management |
2,280 |
2,280 |
UNCH |
0.00% |
| Sawyer & Company Inc |
1,300 |
1,300 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
100 |
100 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
428 |
428 |
UNCH |
0.00% |
| Luken Investment Analytics LLC |
327 |
327 |
UNCH |
0.00% |
| Versant Capital Management Inc |
1,569 |
1,569 |
UNCH |
0.00% |
| Essex Savings Bank |
6,195 |
6,195 |
UNCH |
0.00% |
| Insight Financial Services |
159 |
159 |
UNCH |
0.00% |
| PSI Advisors LLC |
95 |
95 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
73,552 |
73,552 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
90 |
90 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
500 |
500 |
UNCH |
0.00% |
| Hoese & Co LLP |
200 |
200 |
UNCH |
0.00% |
| Prosperity Planning Inc. |
16,266 |
16,266 |
UNCH |
0.00% |
| Bank of New Hampshire |
1,100 |
1,100 |
UNCH |
0.00% |
| Activest Wealth Management |
782 |
782 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
188 |
188 |
UNCH |
0.00% |
| Mason & Associates Inc |
5,147 |
5,147 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
3,494 |
3,494 |
UNCH |
0.00% |
| Summa Corp. |
9,250 |
9,250 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
225 |
225 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
700 |
700 |
UNCH |
0.00% |
| Prairie Sky Financial Group LLC |
5,332 |
5,332 |
UNCH |
0.00% |
| CGC Financial Services LLC |
236 |
236 |
UNCH |
0.00% |
| Financial Perspectives Inc |
2,011 |
2,011 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
341 |
341 |
UNCH |
0.00% |
| 13F Filers Decreasing O Share Count |
|---|
| Timbercreek Investment Management Inc. |
689,700 |
6,900 |
-682,800 |
-99.00% |
| MCF Advisors LLC |
122 |
12 |
-110 |
-90.16% |
| Cutler Group LP |
12,661 |
3,234 |
-9,427 |
-74.46% |
| Asset Dedication LLC |
22,896 |
6,539 |
-16,357 |
-71.44% |
| Salem Investment Counselors Inc. |
3,393 |
1,010 |
-2,383 |
-70.23% |
| CVA Family Office LLC |
499 |
166 |
-333 |
-66.73% |
| Capital Advisors Ltd. LLC |
221 |
81 |
-140 |
-63.35% |
| Arlington Trust Co LLC |
800 |
400 |
-400 |
-50.00% |
| Tarbox Family Office Inc. |
27,087 |
14,266 |
-12,821 |
-47.33% |
| FSC Wealth Advisors LLC |
267 |
166 |
-101 |
-37.83% |
| Indiana Trust & Investment Management CO |
2,916 |
1,933 |
-983 |
-33.71% |
| Sugarloaf Wealth Management LLC |
3,887 |
2,577 |
-1,310 |
-33.70% |
| Baldwin Brothers Inc. MA |
1,760 |
1,230 |
-530 |
-30.11% |
| Community Bank of Raymore |
391,412 |
281,961 |
-109,451 |
-27.96% |
| Kennedy Investment Group |
6,132 |
4,454 |
-1,678 |
-27.36% |
| Caldwell Sutter Capital Inc. |
12,466 |
9,152 |
-3,314 |
-26.58% |
| Hexagon Capital Partners LLC |
1,526 |
1,134 |
-392 |
-25.69% |
| AdvisorNet Financial Inc |
14,749 |
11,312 |
-3,437 |
-23.30% |
| Strategic Blueprint LLC |
5,222 |
4,020 |
-1,202 |
-23.02% |
| Financial Management Network Inc. |
15,009 |
11,573 |
-3,436 |
-22.89% |
| ST Germain D J Co. Inc. |
472 |
372 |
-100 |
-21.19% |
| Everpar Advisors LLC |
5,031 |
3,982 |
-1,049 |
-20.85% |
| Denver Wealth Management Inc. |
17,561 |
14,013 |
-3,548 |
-20.20% |
| Financial Synergies Wealth Advisors Inc. |
26 |
21 |
-5 |
-19.23% |
| Piscataqua Savings Bank |
490 |
400 |
-90 |
-18.37% |
| Newbridge Financial Services Group Inc. |
5,192 |
4,240 |
-952 |
-18.34% |
| NovaPoint Capital LLC |
10,192 |
8,583 |
-1,609 |
-15.79% |
| Ignite Planners LLC |
5,930 |
5,222 |
-708 |
-11.94% |
| Summit Trail Advisors LLC |
4,578 |
4,146 |
-432 |
-9.44% |
| Brookstone Capital Management |
244,751 |
222,414 |
-22,337 |
-9.13% |
| Sunbelt Securities Inc. |
6,449 |
5,923 |
-526 |
-8.16% |
| Bridgewealth Advisory Group LLC |
6,320 |
5,811 |
-509 |
-8.05% |
| Magnolia Capital Management Ltd. |
19,155 |
17,880 |
-1,275 |
-6.66% |
| Bogart Wealth LLC |
715 |
670 |
-45 |
-6.29% |
| City State Bank |
1,700 |
1,600 |
-100 |
-5.88% |
| Valeo Financial Advisors LLC |
9,600 |
9,058 |
-542 |
-5.65% |
| Kingswood Wealth Advisors LLC |
24,261 |
22,945 |
-1,316 |
-5.42% |
| Evanson Asset Management LLC |
5,535 |
5,240 |
-295 |
-5.33% |
| Bay Rivers Group |
23,330 |
22,132 |
-1,198 |
-5.14% |
| 180 Wealth Advisors LLC |
6,573 |
6,245 |
-328 |
-4.99% |
| Aspiriant LLC |
5,186 |
4,927 |
-259 |
-4.99% |
| Schnieders Capital Management LLC |
28,274 |
26,914 |
-1,360 |
-4.81% |
| Alpha Cubed Investments LLC |
17,449 |
16,629 |
-820 |
-4.70% |
| Atticus Wealth Management LLC |
4,213 |
4,017 |
-196 |
-4.65% |
| Armstrong Fleming & Moore Inc |
18,166 |
17,336 |
-830 |
-4.57% |
| Trust Co. of Virginia VA |
106,762 |
102,852 |
-3,910 |
-3.66% |
| OneAscent Financial Services LLC |
4,775 |
4,602 |
-173 |
-3.62% |
| First Hawaiian Bank |
10,722 |
10,358 |
-364 |
-3.39% |
| Fulton Bank N.A. |
16,158 |
15,617 |
-541 |
-3.35% |
| Kesler Norman & Wride LLC |
27,358 |
26,468 |
-890 |
-3.25% |
| Clifford Swan Investment Counsel LLC |
18,496 |
17,946 |
-550 |
-2.97% |
| Premier Path Wealth Partners LLC |
4,232 |
4,107 |
-125 |
-2.95% |
| Cornerstone Wealth Management LLC |
4,257 |
4,135 |
-122 |
-2.87% |
| Steel Peak Wealth Management LLC |
14,312 |
13,920 |
-392 |
-2.74% |
| Cyndeo Wealth Partners LLC |
4,423 |
4,303 |
-120 |
-2.71% |
| Heirloom Wealth Management |
24,741 |
24,075 |
-666 |
-2.69% |
| Coastal Investment Advisors Inc. |
15,921 |
15,492 |
-429 |
-2.69% |
| Private Ocean LLC |
15,123 |
14,747 |
-376 |
-2.49% |
| Archford Capital Strategies LLC |
3,851 |
3,757 |
-94 |
-2.44% |
| Raymond James Financial Services Advisors Inc. |
361,896 |
353,064 |
-8,832 |
-2.44% |
| Johnson Bixby & Associates LLC |
4,612 |
4,515 |
-97 |
-2.10% |
| Nations Financial Group Inc. IA ADV |
19,751 |
19,414 |
-337 |
-1.71% |
| Adams Asset Advisors LLC |
24,407 |
23,991 |
-416 |
-1.70% |
| Capital Investment Advisors LLC |
5,697 |
5,605 |
-92 |
-1.61% |
| Powers Advisory Group LLC |
10,046 |
9,887 |
-159 |
-1.58% |
| Baugh & Associates LLC |
82,564 |
81,588 |
-976 |
-1.18% |
| Presima Inc. |
592,675 |
587,303 |
-5,372 |
-0.91% |
| DNB Asset Management AS |
128,768 |
127,849 |
-919 |
-0.71% |
| RDA Financial Network |
19,545 |
19,414 |
-131 |
-0.67% |
| Duncker Streett & Co. Inc. |
13,588 |
13,499 |
-89 |
-0.65% |
| PFW Advisors LLC |
13,465 |
13,416 |
-49 |
-0.36% |
| Kinneret Advisory LLC |
5,809 |
5,791 |
-18 |
-0.31% |
| Dakota Wealth Management |
67,403 |
67,200 |
-203 |
-0.30% |
| MV Capital Management Inc. |
391 |
390 |
-1 |
-0.26% |
| Jeppson Wealth Management LLC |
11,796 |
11,791 |
-5 |
-0.04% |
| 13F Filers Exiting O |
|---|
| Walden Wealth Partners LLC |
3,775 |
0 |
-3,775 |
-100.00% |
| Signal Advisors Wealth LLC |
3,485 |
0 |
-3,485 |
-100.00% |
| Oak Hill Wealth Advisors LLC |
13,957 |
0 |
-13,957 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
83 |
0 |
-83 |
-100.00% |
| New Hampshire Trust |
4,303 |
0 |
-4,303 |
-100.00% |
| Carmel Capital Partners LLC |
11,097 |
0 |
-11,097 |
-100.00% |
| Tennessee Valley Asset Management Partners |
280 |
0 |
-280 |
-100.00% |
| Advisor Resource Council |
4,695 |
0 |
-4,695 |
-100.00% |
| Banque Cantonale Vaudoise |
5,000 |
0 |
-5,000 |
-100.00% |
| Jacobsen Capital Management |
3,596 |
0 |
-3,596 |
-100.00% |
| Oak Thistle LLC |
10,105 |
0 |
-10,105 |
-100.00% |
| Ridgewood Investments LLC |
4,388 |
0 |
-4,388 |
-100.00% |
| Meridian Wealth Management LLC |
5,918 |
0 |
-5,918 |
-100.00% |
| Clarius Group LLC |
3,691 |
0 |
-3,691 |
-100.00% |
| Bath Savings Trust Co |
4,135 |
0 |
-4,135 |
-100.00% |
| WBH Advisory Inc. |
3,530 |
0 |
-3,530 |
-100.00% |
| Central Bank & Trust Co. |
380 |
0 |
-380 |
-100.00% |
| Moody National Bank Trust Division |
3,490 |
0 |
-3,490 |
-100.00% |
| First Citizens Bank & Trust Co. |
3,767 |
0 |
-3,767 |
-100.00% |
| Vaughan Nelson Investment Management L.P. |
41 |
0 |
-41 |
-100.00% |
| Trust Co. of Toledo NA OH |
6,521 |
0 |
-6,521 |
-100.00% |
| First Merchants Corp |
35,680 |
0 |
-35,680 |
-100.00% |
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