| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing TTE Share Count |
|---|
| BNP Paribas Arbitrage SA |
273 |
434,919 |
+434,646 |
+159210.99% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
422 |
3,743 |
+3,321 |
+786.97% |
| McClarren Financial Advisors Inc. |
13 |
69 |
+56 |
+430.77% |
| North Star Investment Management Corp. |
100 |
410 |
+310 |
+310.00% |
| Aaron Wealth Advisors |
3,180 |
7,892 |
+4,712 |
+148.18% |
| Glass Jacobson Investment Advisors llc |
100 |
219 |
+119 |
+119.00% |
| Allworth Financial LP |
1,415 |
2,770 |
+1,355 |
+95.76% |
| Hennion & Walsh Asset Management Inc. |
5,324 |
10,303 |
+4,979 |
+93.52% |
| GPS Wealth Strategies Group LLC |
111 |
211 |
+100 |
+90.09% |
| Smartleaf Asset Management LLC |
430 |
781 |
+351 |
+81.63% |
| Mutual Advisors LLC |
3,580 |
6,302 |
+2,722 |
+76.03% |
| Callan Capital LLC |
4,195 |
7,039 |
+2,844 |
+67.79% |
| Caldwell Sutter Capital Inc. |
111 |
183 |
+72 |
+64.86% |
| Everpar Advisors LLC |
5,768 |
9,002 |
+3,234 |
+56.07% |
| Ritholtz Wealth Management |
35,381 |
52,907 |
+17,526 |
+49.54% |
| Parkside Financial Bank & Trust |
788 |
1,144 |
+356 |
+45.18% |
| AdvisorNet Financial Inc |
3,608 |
5,215 |
+1,607 |
+44.54% |
| Honkamp Krueger Financial Services Inc. |
5,550 |
7,936 |
+2,386 |
+42.99% |
| Ronald Blue Trust Inc. |
3,299 |
4,350 |
+1,051 |
+31.86% |
| Harbor Investment Advisory LLC |
45 |
59 |
+14 |
+31.11% |
| Abundance Wealth Counselors |
12,970 |
16,958 |
+3,988 |
+30.75% |
| Lincoln National Corp |
10,052 |
13,138 |
+3,086 |
+30.70% |
| Ballentine Partners LLC |
9,328 |
12,173 |
+2,845 |
+30.50% |
| Procyon Private Wealth Partners LLC |
13,499 |
17,184 |
+3,685 |
+27.30% |
| Parallel Advisors LLC |
3,973 |
4,888 |
+915 |
+23.03% |
| HB Wealth Management LLC |
6,230 |
7,411 |
+1,181 |
+18.96% |
| Empower Advisory Group LLC |
3,235 |
3,833 |
+598 |
+18.49% |
| Trust Point Inc. |
6,216 |
7,339 |
+1,123 |
+18.07% |
| Allspring Global Investments Holdings LLC |
36,070 |
42,264 |
+6,194 |
+17.17% |
| Huntington National Bank |
5,149 |
6,025 |
+876 |
+17.01% |
| Perigon Wealth Management LLC |
23,760 |
27,754 |
+3,994 |
+16.81% |
| Financial Management Professionals Inc. |
471 |
541 |
+70 |
+14.86% |
| InTrack Investment Management Inc |
10,105 |
11,605 |
+1,500 |
+14.84% |
| Hazlett Burt & Watson Inc. |
506 |
581 |
+75 |
+14.82% |
| Hartford Funds Management Co LLC |
10,087 |
11,529 |
+1,442 |
+14.30% |
| LVW Advisors LLC |
17,608 |
20,030 |
+2,422 |
+13.76% |
| Mayflower Financial Advisors LLC |
8,893 |
10,068 |
+1,175 |
+13.21% |
| Wedmont Private Capital |
5,665 |
6,410 |
+745 |
+13.15% |
| Gallacher Capital Management LLC |
4,719 |
5,324 |
+605 |
+12.82% |
| Wedge Capital Management L L P NC |
256,465 |
286,699 |
+30,234 |
+11.79% |
| Nicholas Hoffman & Company LLC. |
18,592 |
20,702 |
+2,110 |
+11.35% |
| NewEdge Wealth LLC |
34,872 |
38,499 |
+3,627 |
+10.40% |
| Hollencrest Capital Management |
912 |
1,006 |
+94 |
+10.31% |
| WoodTrust Financial Corp |
4,850 |
5,350 |
+500 |
+10.31% |
| SPC Financial Inc. |
3,000 |
3,300 |
+300 |
+10.00% |
| Raymond James Financial Services Advisors Inc. |
112,882 |
123,949 |
+11,067 |
+9.80% |
| GAMMA Investing LLC |
2,955 |
3,237 |
+282 |
+9.54% |
| J.W. Cole Advisors Inc. |
4,321 |
4,713 |
+392 |
+9.07% |
| Schechter Investment Advisors LLC |
20,712 |
22,515 |
+1,803 |
+8.71% |
| Resonant Capital Advisors LLC |
3,615 |
3,922 |
+307 |
+8.49% |
| Sequoia Financial Advisors LLC |
16,385 |
17,673 |
+1,288 |
+7.86% |
| PDS Planning Inc |
6,839 |
7,345 |
+506 |
+7.40% |
| Cardinal Capital Management |
40,801 |
43,525 |
+2,724 |
+6.68% |
| Addison Advisors LLC |
541 |
577 |
+36 |
+6.65% |
| Mirae Asset Global Investments Co. Ltd. |
126,453 |
133,775 |
+7,322 |
+5.79% |
| Whittier Trust Co. |
14,899 |
15,717 |
+818 |
+5.49% |
| Kestra Private Wealth Services LLC |
18,496 |
19,458 |
+962 |
+5.20% |
| Natixis Advisors L.P. |
1,988,119 |
2,088,945 |
+100,826 |
+5.07% |
| Signaturefd LLC |
31,102 |
32,676 |
+1,574 |
+5.06% |
| 180 Wealth Advisors LLC |
5,216 |
5,478 |
+262 |
+5.02% |
| Janney Montgomery Scott LLC |
143,695 |
150,086 |
+6,391 |
+4.45% |
| Lester Murray Antman dba SimplyRich |
10,379 |
10,819 |
+440 |
+4.24% |
| Sage Rhino Capital LLC |
7,207 |
7,507 |
+300 |
+4.16% |
| Private Advisor Group LLC |
29,985 |
31,135 |
+1,150 |
+3.84% |
| Main Street Research LLC |
311,096 |
322,371 |
+11,275 |
+3.62% |
| Geneos Wealth Management Inc. |
4,226 |
4,379 |
+153 |
+3.62% |
| Putnam FL Investment Management Co. |
72,956 |
75,508 |
+2,552 |
+3.50% |
| Ipswich Investment Management Co. Inc. |
23,405 |
24,205 |
+800 |
+3.42% |
| Wealth Advisors of Tampa Bay LLC |
70,953 |
73,185 |
+2,232 |
+3.15% |
| Delta Financial Group Inc. |
6,060 |
6,250 |
+190 |
+3.14% |
| Perpetual Ltd |
17,786 |
18,323 |
+537 |
+3.02% |
| Gradient Investments LLC |
7,300 |
7,516 |
+216 |
+2.96% |
| Legacy Wealth Asset Management LLC |
31,576 |
32,503 |
+927 |
+2.94% |
| Garland Capital Management Inc. |
57,152 |
58,802 |
+1,650 |
+2.89% |
| Ashton Thomas Private Wealth LLC |
37,821 |
38,891 |
+1,070 |
+2.83% |
| Gilman Hill Asset Management LLC |
62,347 |
64,010 |
+1,663 |
+2.67% |
| Mission Wealth Management LP |
8,306 |
8,522 |
+216 |
+2.60% |
| Brown Advisory Inc. |
15,037 |
15,426 |
+389 |
+2.59% |
| Allied Investment Advisors LLC |
147,128 |
150,777 |
+3,649 |
+2.48% |
| Cary Street Partners Investment Advisory LLC |
11,740 |
12,000 |
+260 |
+2.21% |
| Townsend & Associates Inc |
219,759 |
223,770 |
+4,011 |
+1.83% |
| Private Trust Co. NA |
9,124 |
9,273 |
+149 |
+1.63% |
| Albert D Mason Inc. |
19,516 |
19,804 |
+288 |
+1.48% |
| Bank of New York Mellon Corp |
556,669 |
564,214 |
+7,545 |
+1.36% |
| Signet Financial Management LLC |
43,906 |
44,475 |
+569 |
+1.30% |
| Pallas Capital Advisors LLC |
4,207 |
4,257 |
+50 |
+1.19% |
| Five Oceans Advisors |
3,074 |
3,108 |
+34 |
+1.11% |
| American National Bank |
1,302 |
1,316 |
+14 |
+1.08% |
| 9258 Wealth Management LLC |
3,894 |
3,935 |
+41 |
+1.05% |
| Symphony Financial Ltd. Co. |
5,281 |
5,336 |
+55 |
+1.04% |
| Magnus Financial Group LLC |
4,795 |
4,836 |
+41 |
+0.86% |
| Good Life Advisors LLC |
6,959 |
7,016 |
+57 |
+0.82% |
| Violich Capital Management Inc. |
4,230 |
4,254 |
+24 |
+0.57% |
| Rehmann Capital Advisory Group |
10,997 |
11,048 |
+51 |
+0.46% |
| Regions Financial Corp |
5,650 |
5,673 |
+23 |
+0.41% |
| Venturi Wealth Management LLC |
27,000 |
27,111 |
+111 |
+0.41% |
| Essex Financial Services Inc. |
7,166 |
7,178 |
+12 |
+0.17% |
| Weatherly Asset Management L. P. |
65,106 |
65,198 |
+92 |
+0.14% |
| First Bank & Trust |
77,817 |
77,823 |
+6 |
+0.01% |
| 13F Filers Reporting New Positions In TTE |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Wiley BROS. Aintree Capital LLC |
0 |
5,167 |
+5,167 |
+100% |
| First Financialcorp IN |
0 |
51 |
+51 |
+100% |
| Tweedy Browne Co LLC |
0 |
157,657 |
+157,657 |
+100% |
| Van ECK Associates Corp |
0 |
23,038 |
+23,038 |
+100% |
| Pittenger & Anderson Inc. |
0 |
22,986 |
+22,986 |
+100% |
| Atwood & Palmer Inc. |
0 |
58 |
+58 |
+100% |
| Founders Financial Securities LLC |
0 |
10,797 |
+10,797 |
+100% |
| Keel Point LLC |
0 |
3,854 |
+3,854 |
+100% |
| Manchester Capital Management LLC |
0 |
2,997 |
+2,997 |
+100% |
| Capstone Investment Advisors LLC |
0 |
19,403 |
+19,403 |
+100% |
| Atlas Capital Advisors LLC |
0 |
665 |
+665 |
+100% |
| Palisade Asset Management LLC |
0 |
31 |
+31 |
+100% |
| Confluence Investment Management LLC |
0 |
12,088 |
+12,088 |
+100% |
| Sigma Planning Corp |
0 |
6,298 |
+6,298 |
+100% |
| YHB Investment Advisors Inc. |
0 |
150 |
+150 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
4,548 |
+4,548 |
+100% |
| Eastover Investment Advisors LLC |
0 |
65,239 |
+65,239 |
+100% |
| Mather Group LLC. |
0 |
810 |
+810 |
+100% |
| Empowered Funds LLC |
0 |
32,326 |
+32,326 |
+100% |
| Riverview Trust Co |
0 |
1,750 |
+1,750 |
+100% |
| Cranbrook Wealth Management LLC |
0 |
151 |
+151 |
+100% |
| BTC Capital Management Inc. |
0 |
33,846 |
+33,846 |
+100% |
| FFT Wealth Management LLC |
0 |
4,217 |
+4,217 |
+100% |
| Summit Trail Advisors LLC |
0 |
3,103 |
+3,103 |
+100% |
| 17 Capital Partners LLC |
0 |
19,782 |
+19,782 |
+100% |
| Pathway Financial Advisors LLC |
0 |
2,930 |
+2,930 |
+100% |
| Salomon & Ludwin LLC |
0 |
51 |
+51 |
+100% |
| OneAscent Financial Services LLC |
0 |
2,957 |
+2,957 |
+100% |
| Cedar Mountain Advisors LLC |
0 |
50 |
+50 |
+100% |
| Rise Advisors LLC |
0 |
337 |
+337 |
+100% |
| Opal Wealth Advisors LLC |
0 |
1,098 |
+1,098 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
90 |
+90 |
+100% |
| Simplicity Wealth LLC |
0 |
57,321 |
+57,321 |
+100% |
| Global Assets Advisory LLC |
0 |
320,805 |
+320,805 |
+100% |
| Linden Thomas Advisory Services LLC |
0 |
3,405 |
+3,405 |
+100% |
| PFG Investments LLC |
0 |
3,526 |
+3,526 |
+100% |
| ORG Partners LLC |
0 |
4,409 |
+4,409 |
+100% |
| Cherry Tree Wealth Management LLC |
0 |
34 |
+34 |
+100% |
| Norden Group LLC |
0 |
18,887 |
+18,887 |
+100% |
| Traveka Wealth LLC |
0 |
3,035 |
+3,035 |
+100% |
| Richardson Financial Services Inc. |
0 |
31 |
+31 |
+100% |
| Diversify Advisory Services LLC |
0 |
7,828 |
+7,828 |
+100% |
| Hilltop National Bank |
0 |
1,128 |
+1,128 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Valley National Advisers Inc. |
300 |
300 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
100 |
100 |
UNCH |
0.00% |
| Griffin Asset Management Inc. |
4,105 |
4,105 |
UNCH |
0.00% |
| Barrett & Company Inc. |
350 |
350 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,655 |
1,655 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
5,266 |
5,266 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
1,000 |
1,000 |
UNCH |
0.00% |
| Morgan Dempsey Capital Management LLC |
169 |
169 |
UNCH |
0.00% |
| LSV Asset Management |
32,800 |
32,800 |
UNCH |
0.00% |
| Adirondack Trust Co. |
351 |
351 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
335 |
335 |
UNCH |
0.00% |
| Trust Co. of Vermont |
30 |
30 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
8,991 |
8,991 |
UNCH |
0.00% |
| First National Trust Co |
11,891 |
11,891 |
UNCH |
0.00% |
| Covenant Partners LLC |
4,081 |
4,081 |
UNCH |
0.00% |
| America First Investment Advisors LLC |
717 |
717 |
UNCH |
0.00% |
| Willis Investment Counsel |
102,443 |
102,443 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
775 |
775 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
1,960 |
1,960 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
3,159 |
3,159 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
259 |
259 |
UNCH |
0.00% |
| Aspiriant LLC |
4,500 |
4,500 |
UNCH |
0.00% |
| Banque Pictet & Cie SA |
7,119 |
7,119 |
UNCH |
0.00% |
| South Dakota Investment Council |
4,675 |
4,675 |
UNCH |
0.00% |
| Sippican Capital Advisors |
3,848 |
3,848 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
33 |
33 |
UNCH |
0.00% |
| Field & Main Bank |
1,000 |
1,000 |
UNCH |
0.00% |
| Joel Isaacson & Co. LLC |
4,333 |
4,333 |
UNCH |
0.00% |
| Trust Co |
442 |
442 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
495 |
495 |
UNCH |
0.00% |
| RSM US Wealth Management LLC |
8,077 |
8,077 |
UNCH |
0.00% |
| Legacy Bridge LLC |
99 |
99 |
UNCH |
0.00% |
| Bogart Wealth LLC |
223 |
223 |
UNCH |
0.00% |
| Aries Wealth Management |
7,372 |
7,372 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
30 |
30 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
2,100 |
2,100 |
UNCH |
0.00% |
| Solstein Capital LLC |
312 |
312 |
UNCH |
0.00% |
| Larson Financial Group LLC |
211 |
211 |
UNCH |
0.00% |
| Gables Capital Management Inc. |
1,300 |
1,300 |
UNCH |
0.00% |
| Wolff Financial Management LLC |
4,224 |
4,224 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
750 |
750 |
UNCH |
0.00% |
| Avion Wealth |
110 |
110 |
UNCH |
0.00% |
| Tsfg LLC |
1,512 |
1,512 |
UNCH |
0.00% |
| Key Financial Inc |
380 |
380 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
200 |
200 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
21 |
21 |
UNCH |
0.00% |
| Hoese & Co LLP |
100 |
100 |
UNCH |
0.00% |
| Outfitter Financial LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Bard Financial Services Inc. |
5,755 |
5,755 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
852 |
852 |
UNCH |
0.00% |
| Evolution Advisers Inc. |
424 |
424 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
135 |
135 |
UNCH |
0.00% |
| BancFirst Trust & Investment Management |
9,898 |
9,898 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
33 |
33 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
137 |
137 |
UNCH |
0.00% |
| Team Hewins LLC |
4,285 |
4,285 |
UNCH |
0.00% |
| Financial Freedom LLC |
718 |
718 |
UNCH |
0.00% |
| Trivant Custom Portfolio Group LLC |
160 |
160 |
UNCH |
0.00% |
| Financial Perspectives Inc |
132 |
132 |
UNCH |
0.00% |
| Gold Investment Management Ltd. |
200 |
200 |
UNCH |
0.00% |
| Gilliland Jeter Wealth Management LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| 13F Filers Decreasing TTE Share Count |
|---|
| International Assets Investment Management LLC |
503,396 |
7,539 |
-495,857 |
-98.50% |
| Grove Bank & Trust |
19,714 |
3,076 |
-16,638 |
-84.40% |
| Farmers & Merchants Trust Co of Chambersburg PA |
656 |
160 |
-496 |
-75.61% |
| Valued Wealth Advisors LLC |
171 |
45 |
-126 |
-73.68% |
| Merit Financial Group LLC |
5,971 |
3,378 |
-2,593 |
-43.43% |
| JFS Wealth Advisors LLC |
1,736 |
1,084 |
-652 |
-37.56% |
| FDx Advisors Inc. |
17,964 |
11,255 |
-6,709 |
-37.35% |
| Matthews International Capital Management LLC |
32,136 |
20,386 |
-11,750 |
-36.56% |
| Arkadios Wealth Advisors |
9,163 |
5,970 |
-3,193 |
-34.85% |
| Newbridge Financial Services Group Inc. |
166 |
113 |
-53 |
-31.93% |
| Wetzel Investment Advisors Inc. |
105 |
75 |
-30 |
-28.57% |
| Sunbelt Securities Inc. |
628 |
453 |
-175 |
-27.87% |
| Commerce Bank |
4,063 |
2,934 |
-1,129 |
-27.79% |
| Jackson Square Capital LLC |
15,979 |
11,540 |
-4,439 |
-27.78% |
| Zimmermann Investment Management & Planning LLC |
6,080 |
4,450 |
-1,630 |
-26.81% |
| Strategic Advisors LLC |
5,522 |
4,057 |
-1,465 |
-26.53% |
| Kingswood Wealth Advisors LLC |
4,666 |
3,607 |
-1,059 |
-22.70% |
| Aprio Wealth Management LLC |
3,978 |
3,125 |
-853 |
-21.44% |
| Park Place Capital Corp |
22,435 |
17,740 |
-4,695 |
-20.93% |
| Pinnacle Bank |
244 |
193 |
-51 |
-20.90% |
| Childress Capital Advisors LLC |
11,003 |
8,774 |
-2,229 |
-20.26% |
| Pictet North America Advisors SA |
75,797 |
60,540 |
-15,257 |
-20.13% |
| ST Germain D J Co. Inc. |
410 |
329 |
-81 |
-19.76% |
| Sivia Capital Partners LLC |
4,097 |
3,299 |
-798 |
-19.48% |
| Aspire Private Capital LLC |
478 |
388 |
-90 |
-18.83% |
| Priebe Wealth Holdings LLC |
4,247 |
3,482 |
-765 |
-18.01% |
| Envestnet Portfolio Solutions Inc. |
112,042 |
92,106 |
-19,936 |
-17.79% |
| FinTrust Capital Advisors LLC |
323 |
266 |
-57 |
-17.65% |
| DMG Group LLC |
4,566 |
3,768 |
-798 |
-17.48% |
| LFA Lugano Financial Advisors SA |
300 |
249 |
-51 |
-17.00% |
| Buckingham Capital Management Inc. |
40,203 |
33,518 |
-6,685 |
-16.63% |
| Hexagon Capital Partners LLC |
3,882 |
3,242 |
-640 |
-16.49% |
| Whittier Trust Co. of Nevada Inc. |
12,275 |
10,316 |
-1,959 |
-15.96% |
| Institute for Wealth Management LLC. |
4,403 |
3,716 |
-687 |
-15.60% |
| ZWJ Investment Counsel Inc. |
135,804 |
115,158 |
-20,646 |
-15.20% |
| Apollon Wealth Management LLC |
5,014 |
4,345 |
-669 |
-13.34% |
| Westside Investment Management Inc. |
750 |
650 |
-100 |
-13.33% |
| Aurum Wealth Management Group LLC |
5,026 |
4,368 |
-658 |
-13.09% |
| RFG Advisory LLC |
7,907 |
6,896 |
-1,011 |
-12.79% |
| Fifth Third Bancorp |
27,928 |
24,384 |
-3,544 |
-12.69% |
| Fortitude Advisory Group L.L.C. |
5,775 |
5,050 |
-725 |
-12.55% |
| DAVENPORT & Co LLC |
137,709 |
120,633 |
-17,076 |
-12.40% |
| First Horizon Advisors Inc. |
2,499 |
2,192 |
-307 |
-12.28% |
| Kovack Advisors Inc. |
6,960 |
6,144 |
-816 |
-11.72% |
| SeaCrest Wealth Management LLC |
4,999 |
4,429 |
-570 |
-11.40% |
| Stratos Wealth Partners LTD. |
5,749 |
5,114 |
-635 |
-11.05% |
| Fidelis Capital Partners LLC |
4,385 |
3,922 |
-463 |
-10.56% |
| Voisard Asset Management Group Inc. |
1,350 |
1,211 |
-139 |
-10.30% |
| Spire Wealth Management |
8,381 |
7,527 |
-854 |
-10.19% |
| SYSTM Wealth Solutions LLC |
3,920 |
3,530 |
-390 |
-9.95% |
| Savant Capital LLC |
4,155 |
3,745 |
-410 |
-9.87% |
| Fulton Bank N.A. |
50,930 |
45,928 |
-5,002 |
-9.82% |
| Raymond James & Associates |
2,809,579 |
2,535,876 |
-273,703 |
-9.74% |
| Advisory Services Network LLC |
20,823 |
18,815 |
-2,008 |
-9.64% |
| Argonautica Private Wealth Management Inc. |
5,735 |
5,185 |
-550 |
-9.59% |
| Benjamin F. Edwards & Company Inc. |
29,050 |
26,448 |
-2,602 |
-8.96% |
| Park Avenue Securities LLC |
36,958 |
33,691 |
-3,267 |
-8.84% |
| Valeo Financial Advisors LLC |
10,935 |
9,980 |
-955 |
-8.73% |
| Wealth Enhancement Advisory Services LLC |
29,448 |
26,902 |
-2,546 |
-8.65% |
| CAPROCK Group Inc. |
10,723 |
9,815 |
-908 |
-8.47% |
| Manning & Napier Group LLC |
133,452 |
122,229 |
-11,223 |
-8.41% |
| OLD National Bancorp IN |
16,638 |
15,268 |
-1,370 |
-8.23% |
| Mitchell & Pahl Private Wealth LLC |
5,515 |
5,065 |
-450 |
-8.16% |
| Veriti Management LLC |
52,844 |
48,678 |
-4,166 |
-7.88% |
| Intellectus Partners LLC |
26,497 |
24,420 |
-2,077 |
-7.84% |
| Lantz Financial LLC |
12,535 |
11,575 |
-960 |
-7.66% |
| Rosenberg Matthew Hamilton |
4,077 |
3,769 |
-308 |
-7.55% |
| JJJ Advisors Inc. |
2,561 |
2,369 |
-192 |
-7.50% |
| CWM LLC |
121,234 |
112,471 |
-8,763 |
-7.23% |
| First Hawaiian Bank |
14,469 |
13,450 |
-1,019 |
-7.04% |
| Cambiar Investors LLC |
231,434 |
215,595 |
-15,839 |
-6.84% |
| DGS Capital Management LLC |
3,413 |
3,186 |
-227 |
-6.65% |
| CENTRAL TRUST Co |
20,952 |
19,559 |
-1,393 |
-6.65% |
| Columbus Macro LLC |
28,425 |
26,538 |
-1,887 |
-6.64% |
| Clarius Group LLC |
10,721 |
10,011 |
-710 |
-6.62% |
| Nikko Asset Management Americas Inc. |
96,935 |
90,551 |
-6,384 |
-6.59% |
| Fortune Financial Advisors LLC |
13,896 |
12,992 |
-904 |
-6.51% |
| Timber Creek Capital Management LLC |
112,486 |
105,211 |
-7,275 |
-6.47% |
| Pinnacle Associates Ltd. |
51,536 |
48,238 |
-3,298 |
-6.40% |
| UMB Bank N A MO |
4,718 |
4,418 |
-300 |
-6.36% |
| Sunpointe LLC |
8,228 |
7,706 |
-522 |
-6.34% |
| Verdence Capital Advisors LLC |
35,838 |
33,600 |
-2,238 |
-6.24% |
| Juncture Wealth Strategies LLC |
9,826 |
9,227 |
-599 |
-6.10% |
| Lynch & Associates IN |
33,625 |
31,590 |
-2,035 |
-6.05% |
| Kornitzer Capital Management Inc. KS |
13,640 |
12,820 |
-820 |
-6.01% |
| Argyle Capital Management Inc. |
6,700 |
6,300 |
-400 |
-5.97% |
| Dynamic Advisor Solutions LLC |
6,714 |
6,345 |
-369 |
-5.50% |
| Jennison Associates LLC |
476,708 |
450,766 |
-25,942 |
-5.44% |
| Cohen Investment Advisors LLC |
8,001 |
7,591 |
-410 |
-5.12% |
| Princeton Global Asset Management LLC |
41,683 |
39,632 |
-2,051 |
-4.92% |
| Phillips Wealth Planners LLC |
10,043 |
9,570 |
-473 |
-4.71% |
| Hennessy Advisors Inc. |
83,800 |
79,900 |
-3,900 |
-4.65% |
| Yousif Capital Management LLC |
42,739 |
40,839 |
-1,900 |
-4.45% |
| Bruce G. Allen Investments LLC |
2,357 |
2,253 |
-104 |
-4.41% |
| MONECO Advisors LLC |
4,547 |
4,353 |
-194 |
-4.27% |
| Lindbrook Capital LLC |
4,607 |
4,422 |
-185 |
-4.02% |
| Annex Advisory Services LLC |
51,845 |
49,778 |
-2,067 |
-3.99% |
| Raymond James Trust N.A. |
84,699 |
81,713 |
-2,986 |
-3.53% |
| Strategic Blueprint LLC |
3,221 |
3,113 |
-108 |
-3.35% |
| Crumly & Associates Inc. |
13,524 |
13,085 |
-439 |
-3.25% |
| tru Independence LLC |
68,331 |
66,131 |
-2,200 |
-3.22% |
| Richard P Slaughter Associates Inc |
22,715 |
22,021 |
-694 |
-3.06% |
| M&R Capital Management Inc. |
335 |
325 |
-10 |
-2.99% |
| Bfsg LLC |
126,887 |
123,327 |
-3,560 |
-2.81% |
| Heritage Wealth Management LLC |
11,072 |
10,816 |
-256 |
-2.31% |
| Checchi Capital Advisers LLC |
19,253 |
18,839 |
-414 |
-2.15% |
| Financial Advocates Investment Management |
15,037 |
14,721 |
-316 |
-2.10% |
| Global Retirement Partners LLC |
3,463 |
3,394 |
-69 |
-1.99% |
| Martin Capital Partners LLC |
67,782 |
66,505 |
-1,277 |
-1.88% |
| Sawyer & Company Inc |
6,544 |
6,424 |
-120 |
-1.83% |
| Coronation Fund Managers Ltd. |
177,379 |
174,168 |
-3,211 |
-1.81% |
| NBC Securities Inc. |
13,086 |
12,886 |
-200 |
-1.53% |
| JNBA Financial Advisors |
418 |
412 |
-6 |
-1.44% |
| Baker Ellis Asset Management LLC |
14,350 |
14,150 |
-200 |
-1.39% |
| Greenleaf Trust |
14,150 |
13,970 |
-180 |
-1.27% |
| CVA Family Office LLC |
4,223 |
4,172 |
-51 |
-1.21% |
| Miller Howard Investments Inc. NY |
851,886 |
841,665 |
-10,221 |
-1.20% |
| Visionary Horizons LLC |
5,124 |
5,064 |
-60 |
-1.17% |
| Commonwealth Equity Services LLC |
94,069 |
92,990 |
-1,079 |
-1.15% |
| Courier Capital LLC |
10,008 |
9,896 |
-112 |
-1.12% |
| Cambridge Investment Research Advisors Inc. |
94,123 |
93,081 |
-1,042 |
-1.11% |
| O Brien Greene & Co. Inc |
142,740 |
141,329 |
-1,411 |
-0.99% |
| Cedar Brook Financial Partners LLC |
6,945 |
6,881 |
-64 |
-0.92% |
| Stolper Co |
28,126 |
27,885 |
-241 |
-0.86% |
| Financial Counselors Inc. |
9,983 |
9,900 |
-83 |
-0.83% |
| Latitude Advisors LLC |
3,085 |
3,060 |
-25 |
-0.81% |
| Investors Research Corp |
12,546 |
12,446 |
-100 |
-0.80% |
| Lesa Sroufe & Co |
3,968 |
3,938 |
-30 |
-0.76% |
| Foster & Motley Inc. |
39,812 |
39,615 |
-197 |
-0.49% |
| Advisors Management Group Inc. ADV |
145,447 |
144,760 |
-687 |
-0.47% |
| AlphaQ Advisors LLC |
5,903 |
5,878 |
-25 |
-0.42% |
| Altfest L J & Co. Inc. |
36,005 |
35,854 |
-151 |
-0.42% |
| Barry Investment Advisors LLC |
67,847 |
67,574 |
-273 |
-0.40% |
| Salem Investment Counselors Inc. |
122,763 |
122,411 |
-352 |
-0.29% |
| Augustine Asset Management Inc. |
92,194 |
92,023 |
-171 |
-0.19% |
| FSC Wealth Advisors LLC |
584 |
583 |
-1 |
-0.17% |
| Cyndeo Wealth Partners LLC |
51,790 |
51,726 |
-64 |
-0.12% |
| Bourgeon Capital Management LLC |
80,786 |
80,721 |
-65 |
-0.08% |
| Daymark Wealth Partners LLC |
23,426 |
23,416 |
-10 |
-0.04% |
| 13F Filers Exiting TTE |
|---|
| Ables Iannone Moore & Associates Inc. |
56 |
0 |
-56 |
-100.00% |
| Planning Capital Management Corp |
100 |
0 |
-100 |
-100.00% |
| BKM Wealth Management LLC |
203 |
0 |
-203 |
-100.00% |
| Sapient Capital LLC |
4,809 |
0 |
-4,809 |
-100.00% |
| Arlington Trust Co LLC |
295 |
0 |
-295 |
-100.00% |
| WS Portfolio Advisory LLC |
191,847 |
0 |
-191,847 |
-100.00% |
| Activest Wealth Management |
200 |
0 |
-200 |
-100.00% |
| Planned Solutions Inc. |
2,780 |
0 |
-2,780 |
-100.00% |
| Tennessee Valley Asset Management Partners |
180 |
0 |
-180 |
-100.00% |
| Atlas Private Wealth Advisors |
5,034 |
0 |
-5,034 |
-100.00% |
| RMR Wealth Builders |
3,105 |
0 |
-3,105 |
-100.00% |
| HighMark Wealth Management LLC |
40 |
0 |
-40 |
-100.00% |
| Curated Wealth Partners LLC |
3,202 |
0 |
-3,202 |
-100.00% |
| Wambolt & Associates LLC |
5,274 |
0 |
-5,274 |
-100.00% |
| FNY Investment Advisers LLC |
3,500 |
0 |
-3,500 |
-100.00% |
| Glassman Wealth Services |
1,194 |
0 |
-1,194 |
-100.00% |
| Simplex Trading LLC |
9,100 |
0 |
-9,100 |
-100.00% |
| HighTower Advisors LLC |
668,185 |
0 |
-668,185 |
-100.00% |
| Bangor Savings Bank |
1,200 |
0 |
-1,200 |
-100.00% |
| Boit C F David |
480 |
0 |
-480 |
-100.00% |
| Country Trust Bank |
66 |
0 |
-66 |
-100.00% |
| Pinnacle Financial Partners Inc. |
3,120 |
0 |
-3,120 |
-100.00% |
| WASHINGTON TRUST Co |
80 |
0 |
-80 |
-100.00% |
| Victory Capital Management Inc. |
18,546 |
0 |
-18,546 |
-100.00% |
| Optimum Investment Advisors |
111 |
0 |
-111 |
-100.00% |
| Everett Harris & Co. CA |
4,823 |
0 |
-4,823 |
-100.00% |
HoldingsChannel.com
